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A password, sometimes called a passcode (for example in Apple devices), is secret data, typically a string of characters, usually used to confirm a user's identity. Traditionally, passwords were expected to be memorized, but the large number of password-protected services that a typical individual accesses can make memorization of unique passwords for each service impractical. Using the terminology of the NIST Digital Identity Guidelines, the secret is held by a party called the claimant while the party verifying the identity of the claimant is called the verifier. When the claimant successfully demonstrates knowledge of the password to the verifier through an established authentication protocol, the verifier is able to infer the claimant's identity. In general, a password is an arbitrary string of characters including letters, digits, or other symbols. If the permissible characters are constrained to be numeric, the corresponding secret is sometimes called a personal identification number (PIN). Despite its name, a password does not need to be an actual word; indeed, a non-word (in the dictionary sense) may be harder to guess, which is a desirable property of passwords. A memorized secret consisting of a sequence of words or other text separated by spaces is sometimes called a passphrase. A passphrase is similar to a password in usage, but the former is generally longer for added security. History Passwords have been used since ancient times. Sentries would challenge those wishing to enter an area to supply a password or watchword, and would only allow a person or group to pass if they knew the password. Polybius describes the system for the distribution of watchwords in the Roman military as follows: The way in which they secure the passing round of the watchword for the night is as follows: from the tenth maniple of each class of infantry and cavalry, the maniple which is encamped at the lower end of the street, a man is chosen who is relieved from guard duty, and he attends every day at sunset at the tent of the tribune, and receiving from him the watchword—that is a wooden tablet with the word inscribed on it – takes his leave, and on returning to his quarters passes on the watchword and tablet before witnesses to the commander of the next maniple, who in turn passes it to the one next to him. All do the same until it reaches the first maniples, those encamped near the tents of the tribunes. These latter are obliged to deliver the tablet to the tribunes before dark. So that if all those issued are returned, the tribune knows that the watchword has been given to all the maniples, and has passed through all on its way back to him. If any one of them is missing, he makes inquiry at once, as he knows by the marks from what quarter the tablet has not returned, and whoever is responsible for the stoppage meets with the punishment he merits. Passwords in military use evolved to include not just a password, but a password and a counterpassword; for example in the opening days of the Battle of Normandy, paratroopers of the U.S. 101st Airborne Division used a password—flash—which was presented as a challenge, and answered with the correct response—thunder. The challenge and response were changed every three days. American paratroopers also famously used a device known as a "cricket" on D-Day in place of a password system as a temporarily unique method of identification; one metallic click given by the device in lieu of a password was to be met by two clicks in reply. Passwords have been used with computers since the earliest days of computing. The Compatible Time-Sharing System (CTSS), an operating system introduced at MIT in 1961, was the first computer system to implement password login. CTSS had a LOGIN command that requested a user password. "After typing PASSWORD, the system turns off the printing mechanism, if possible, so that the user may type in his password with privacy." In the early 1970s, Robert Morris developed a system of storing login passwords in a hashed form as part of the Unix operating system. The system was based on a simulated Hagelin rotor crypto machine, and first appeared in 6th Edition Unix in 1974. A later version of his algorithm, known as crypt(3), used a 12-bit salt and invoked a modified form of the DES algorithm 25 times to reduce the risk of pre-computed dictionary attacks. In modern times, user names and passwords are commonly used by people during a log in process that controls access to protected computer operating systems, mobile phones, cable TV decoders, automated teller machines (ATMs), etc. A typical computer user has passwords for many purposes: logging into accounts, retrieving e-mail, accessing applications, databases, networks, web sites, and even reading the morning newspaper online. Choosing a secure and memorable password The easier a password is for the owner to remember generally means it will be easier for an attacker to guess. However, passwords that are difficult to remember may also reduce the security of a system because (a) users might need to write down or electronically store the password, (b) users will need frequent password resets and (c) users are more likely to re-use the same password across different accounts. Similarly, the more stringent the password requirements, such as "have a mix of uppercase and lowercase letters and digits" or "change it monthly", the greater the degree to which users will subvert the system. Others argue longer passwords provide more security (e.g., entropy) than shorter passwords with a wide variety of characters. In The Memorability and Security of Passwords, Jeff Yan et al. examine the effect of advice given to users about a good choice of password. They found that passwords based on thinking of a phrase and taking the first letter of each word are just as memorable as naively selected passwords, and just as hard to crack as randomly generated passwords. Combining two or more unrelated words and altering some of the letters to special characters or numbers is another good method, but a single dictionary word is not. Having a personally designed algorithm for generating obscure passwords is another good method. However, asking users to remember a password consisting of a "mix of uppercase and lowercase characters" is similar to asking them to remember a sequence of bits: hard to remember, and only a little bit harder to crack (e.g. only 128 times harder to crack for 7-letter passwords, less if the user simply capitalises one of the letters). Asking users to use "both letters and digits" will often lead to easy-to-guess substitutions such as 'E' → '3' and 'I' → '1', substitutions that are well known to attackers. Similarly typing the password one keyboard row higher is a common trick known to attackers. In 2013, Google released a list of the most common password types, all of which are considered insecure because they are too easy to guess (especially after researching an individual on social media): The name of a pet, child, family member, or significant other Anniversary dates and birthdays Birthplace Name of a favorite holiday Something related to a favorite sports team The word "password" Alternatives to memorization Traditional advice to memorize passwords and never write them down has become a challenge because of the sheer number of passwords users of computers and the internet are expected to maintain. One survey concluded that the average user has around 100 passwords. To manage the proliferation of passwords, some users employ the same password for multiple accounts, a dangerous practice since a data breach in one account could compromise the rest. Less risky alternatives include the use of password managers, single sign-on systems and simply keeping paper lists of less critical passwords. Such practices can reduce the number of passwords that must be memorized, such as the password manager's master password, to a more manageable number. Factors in the security of a password system The security of a password-protected system depends on several factors. The overall system must be designed for sound security, with protection against computer viruses, man-in-the-middle attacks and the like. Physical security issues are also a concern, from deterring shoulder surfing to more sophisticated physical threats such as video cameras and keyboard sniffers. Passwords should be chosen so that they are hard for an attacker to guess and hard for an attacker to discover using any of the available automatic attack schemes. See password strength and computer security for more information. Nowadays, it is a common practice for computer systems to hide passwords as they are typed. The purpose of this measure is to prevent bystanders from reading the password; however, some argue that this practice may lead to mistakes and stress, encouraging users to choose weak passwords. As an alternative, users should have the option to show or hide passwords as they type them. Effective access control provisions may force extreme measures on criminals seeking to acquire a password or biometric token. Less extreme measures include extortion, rubber hose cryptanalysis, and side channel attack. Some specific password management issues that must be considered when thinking about, choosing, and handling, a password follow. Rate at which an attacker can try guessed passwords The rate at which an attacker can submit guessed passwords to the system is a key factor in determining system security. Some systems impose a time-out of several seconds after a small number (e.g., three) of failed password entry attempts, also known as throttling. In the absence of other vulnerabilities, such systems can be effectively secure with relatively simple passwords if they have been well chosen and are not easily guessed. Many systems store a cryptographic hash of the password. If an attacker gets access to the file of hashed passwords guessing can be done offline, rapidly testing candidate passwords against the true password's hash value. In the example of a web-server, an online attacker can guess only at the rate at which the server will respond, while an off-line attacker (who gains access to the file) can guess at a rate limited only by the hardware on which the attack is running. Passwords that are used to generate cryptographic keys (e.g., for disk encryption or Wi-Fi security) can also be subjected to high rate guessing. Lists of common passwords are widely available and can make password attacks very efficient. (See Password cracking.) Security in such situations depends on using passwords or passphrases of adequate complexity, making such an attack computationally infeasible for the attacker. Some systems, such as PGP and Wi-Fi WPA, apply a computation-intensive hash to the password to slow such attacks. See key stretching. Limits on the number of password guesses An alternative to limiting the rate at which an attacker can make guesses on a password is to limit the total number of guesses that can be made. The password can be disabled, requiring a reset, after a small number of consecutive bad guesses (say 5); and the user may be required to change the password after a larger cumulative number of bad guesses (say 30), to prevent an attacker from making an arbitrarily large number of bad guesses by interspersing them between good guesses made by the legitimate password owner. Attackers may conversely use knowledge of this mitigation to implement a denial of service attack against the user by intentionally locking the user out of their own device; this denial of service may open other avenues for the attacker to manipulate the situation to their advantage via social engineering. Form of stored passwords Some computer systems store user passwords as plaintext, against which to compare user logon attempts. If an attacker gains access to such an internal password store, all passwords—and so all user accounts—will be compromised. If some users employ the same password for accounts on different systems, those will be compromised as well. More secure systems store each password in a cryptographically protected form, so access to the actual password will still be difficult for a snooper who gains internal access to the system, while validation of user access attempts remains possible. The most secure don't store passwords at all, but a one-way derivation, such as a polynomial, modulus, or an advanced hash function. Roger Needham invented the now-common approach of storing only a "hashed" form of the plaintext password. When a user types in a password on such a system, the password handling software runs through a cryptographic hash algorithm, and if the hash value generated from the user's entry matches the hash stored in the password database, the user is permitted access. The hash value is created by applying a cryptographic hash function to a string consisting of the submitted password and, in many implementations, another value known as a salt. A salt prevents attackers from easily building a list of hash values for common passwords and prevents password cracking efforts from scaling across all users. MD5 and SHA1 are frequently used cryptographic hash functions, but they are not recommended for password hashing unless they are used as part of a larger construction such as in PBKDF2. The stored data—sometimes called the "password verifier" or the "password hash"—is often stored in Modular Crypt Format or RFC 2307 hash format, sometimes in the /etc/passwd file or the /etc/shadow file. The main storage methods for passwords are plain text, hashed, hashed and salted, and reversibly encrypted. If an attacker gains access to the password file, then if it is stored as plain text, no cracking is necessary. If it is hashed but not salted then it is vulnerable to rainbow table attacks (which are more efficient than cracking). If it is reversibly encrypted then if the attacker gets the decryption key along with the file no cracking is necessary, while if he fails to get the key cracking is not possible. Thus, of the common storage formats for passwords only when passwords have been salted and hashed is cracking both necessary and possible. If a cryptographic hash function is well designed, it is computationally infeasible to reverse the function to recover a plaintext password. An attacker can, however, use widely available tools to attempt to guess the passwords. These tools work by hashing possible passwords and comparing the result of each guess to the actual password hashes. If the attacker finds a match, they know that their guess is the actual password for the associated user. Password cracking tools can operate by brute force (i.e. trying every possible combination of characters) or by hashing every word from a list; large lists of possible passwords in many languages are widely available on the Internet. The existence of password cracking tools allows attackers to easily recover poorly chosen passwords. In particular, attackers can quickly recover passwords that are short, dictionary words, simple variations on dictionary words, or that use easily guessable patterns. A modified version of the DES algorithm was used as the basis for the password hashing algorithm in early Unix systems. The crypt algorithm used a 12-bit salt value so that each user's hash was unique and iterated the DES algorithm 25 times in order to make the hash function slower, both measures intended to frustrate automated guessing attacks. The user's password was used as a key to encrypt a fixed value. More recent Unix or Unix-like systems (e.g., Linux or the various BSD systems) use more secure password hashing algorithms such as PBKDF2, bcrypt, and scrypt, which have large salts and an adjustable cost or number of iterations. A poorly designed hash function can make attacks feasible even if a strong password is chosen. See LM hash for a widely deployed and insecure example. Methods of verifying a password over a network Simple transmission of the password Passwords are vulnerable to interception (i.e., "snooping") while being transmitted to the authenticating machine or person. If the password is carried as electrical signals on unsecured physical wiring between the user access point and the central system controlling the password database, it is subject to snooping by wiretapping methods. If it is carried as packeted data over the Internet, anyone able to watch the packets containing the logon information can snoop with a very low probability of detection. Email is sometimes used to distribute passwords but this is generally an insecure method. Since most email is sent as plaintext, a message containing a password is readable without effort during transport by any eavesdropper. Further, the message will be stored as plaintext on at least two computers: the sender's and the recipient's. If it passes through intermediate systems during its travels, it will probably be stored on there as well, at least for some time, and may be copied to backup, cache or history files on any of these systems. Using client-side encryption will only protect transmission from the mail handling system server to the client machine. Previous or subsequent relays of the email will not be protected and the email will probably be stored on multiple computers, certainly on the originating and receiving computers, most often in clear text. Transmission through encrypted channels The risk of interception of passwords sent over the Internet can be reduced by, among other approaches, using cryptographic protection. The most widely used is the Transport Layer Security (TLS, previously called SSL) feature built into most current Internet browsers. Most browsers alert the user of a TLS/SSL-protected exchange with a server by displaying a closed lock icon, or some other sign, when TLS is in use. There are several other techniques in use; see cryptography. Hash-based challenge–response methods Unfortunately, there is a conflict between stored hashed-passwords and hash-based challenge–response authentication; the latter requires a client to prove to a server that they know what the shared secret (i.e., password) is, and to do this, the server must be able to obtain the shared secret from its stored form. On many systems (including Unix-type systems) doing remote authentication, the shared secret usually becomes the hashed form and has the serious limitation of exposing passwords to offline guessing attacks. In addition, when the hash is used as a shared secret, an attacker does not need the original password to authenticate remotely; they only need the hash. Zero-knowledge password proofs Rather than transmitting a password, or transmitting the hash of the password, password-authenticated key agreement systems can perform a zero-knowledge password proof, which proves knowledge of the password without exposing it. Moving a step further, augmented systems for password-authenticated key agreement (e.g., AMP, B-SPEKE, PAK-Z, SRP-6) avoid both the conflict and limitation of hash-based methods. An augmented system allows a client to prove knowledge of the password to a server, where the server knows only a (not exactly) hashed password, and where the unhashed password is required to gain access. Procedures for changing passwords Usually, a system must provide a way to change a password, either because a user believes the current password has been (or might have been) compromised, or as a precautionary measure. If a new password is passed to the system in unencrypted form, security can be lost (e.g., via wiretapping) before the new password can even be installed in the password database and if the new password is given to a compromised employee, little is gained. Some websites include the user-selected password in an unencrypted confirmation e-mail message, with the obvious increased vulnerability. Identity management systems are increasingly used to automate the issuance of replacements for lost passwords, a feature called self-service password reset. The user's identity is verified by asking questions and comparing the answers to ones previously stored (i.e., when the account was opened). Some password reset questions ask for personal information that could be found on social media, such as mother's maiden name. As a result, some security experts recommend either making up one's own questions or giving false answers. Password longevity "Password aging" is a feature of some operating systems which forces users to change passwords frequently (e.g., quarterly, monthly or even more often). Such policies usually provoke user protest and foot-dragging at best and hostility at worst. There is often an increase in the number of people who note down the password and leave it where it can easily be found, as well as help desk calls to reset a forgotten password. Users may use simpler passwords or develop variation patterns on a consistent theme to keep their passwords memorable. Because of these issues, there is some debate as to whether password aging is effective. Changing a password will not prevent abuse in most cases, since the abuse would often be immediately noticeable. However, if someone may have had access to the password through some means, such as sharing a computer or breaching a different site, changing the password limits the window for abuse. Number of users per password Single passwords are also much less convenient to change because many people need to be told at the same time, and they make removal of a particular user's access more difficult, as for instance on graduation or resignation. Separate logins are also often used for accountability, for example to know who changed a piece of data. Password security architecture Common techniques used to improve the security of computer systems protected by a password include: Not displaying the password on the display screen as it is being entered or obscuring it as it is typed by using asterisks (*) or bullets (•). Allowing passwords of adequate length. (Some legacy operating systems, including early versions of Unix and Windows, limited passwords to an 8 character maximum, reducing security.) Requiring users to re-enter their password after a period of inactivity (a semi log-off policy). Enforcing a password policy to increase password strength and security. Assigning randomly chosen passwords. Requiring minimum password lengths. Some systems require characters from various character classes in a password—for example, "must have at least one uppercase and at least one lowercase letter". However, all-lowercase passwords are more secure per keystroke than mixed capitalization passwords. Employ a password blacklist to block the use of weak, easily guessed passwords Providing an alternative to keyboard entry (e.g., spoken passwords, or biometric identifiers). Requiring more than one authentication system, such as two-factor authentication (something a user has and something the user knows). Using encrypted tunnels or password-authenticated key agreement to prevent access to transmitted passwords via network attacks Limiting the number of allowed failures within a given time period (to prevent repeated password guessing). After the limit is reached, further attempts will fail (including correct password attempts) until the beginning of the next time period. However, this is vulnerable to a form of denial of service attack. Introducing a delay between password submission attempts to slow down automated password guessing programs. Some of the more stringent policy enforcement measures can pose a risk of alienating users, possibly decreasing security as a result. Password reuse It is common practice amongst computer users to reuse the same password on multiple sites. This presents a substantial security risk, because an attacker needs to only compromise a single site in order to gain access to other sites the victim uses. This problem is exacerbated by also reusing usernames, and by websites requiring email logins, as it makes it easier for an attacker to track a single user across multiple sites. Password reuse can be avoided or minimised by using mnemonic techniques, writing passwords down on paper, or using a password manager. It has been argued by Redmond researchers Dinei Florencio and Cormac Herley, together with Paul C. van Oorschot of Carleton University, Canada, that password reuse is inevitable, and that users should reuse passwords for low-security websites (which contain little personal data and no financial information, for example) and instead focus their efforts on remembering long, complex passwords for a few important accounts, such as bank accounts. Similar arguments were made by Forbes in not change passwords as often as many "experts" advise, due to the same limitations in human memory. Writing down passwords on paper Historically, many security experts asked people to memorize their passwords: "Never write down a password". More recently, many security experts such as Bruce Schneier recommend that people use passwords that are too complicated to memorize, write them down on paper, and keep them in a wallet. Password manager software can also store passwords relatively safely, in an encrypted file sealed with a single master password. After death According to a survey by the University of London, one in ten people are now leaving their passwords in their wills to pass on this important information when they die. One-third of people, according to the poll, agree that their password-protected data is important enough to pass on in their will. Multi-factor authentication Multi-factor authentication schemes combine passwords (as "knowledge factors") with one or more other means of authentication, to make authentication more secure and less vulnerable to compromised passwords. For example, a simple two-factor login might send a text message, e-mail, automated phone call, or similar alert whenever a login attempt is made, possibly supplying a code that must be entered in addition to a password. More sophisticated factors include such things as hardware tokens and biometric security. Password rules Most organizations specify a password policy that sets requirements for the composition and usage of passwords, typically dictating minimum length, required categories (e.g., upper and lower case, numbers, and special characters), prohibited elements (e.g., use of one's own name, date of birth, address, telephone number). Some governments have national authentication frameworks that define requirements for user authentication to government services, including requirements for passwords. Many websites enforce standard rules such as minimum and maximum length, but also frequently include composition rules such as featuring at least one capital letter and at least one number/symbol. These latter, more specific rules were largely based on a 2003 report by the National Institute of Standards and Technology (NIST), authored by Bill Burr. It originally proposed the practice of using numbers, obscure characters and capital letters and updating regularly. In a 2017 Wall Street Journal article, Burr reported he regrets these proposals and made a mistake when he recommended them. According to a 2017 rewrite of this NIST report, many websites have rules that actually have the opposite effect on the security of their users. This includes complex composition rules as well as forced password changes after certain periods of time. While these rules have long been widespread, they have also long been seen as annoying and ineffective by both users and cyber-security experts. The NIST recommends people use longer phrases as passwords (and advises websites to raise the maximum password length) instead of hard-to-remember passwords with "illusory complexity" such as "pA55w+rd". A user prevented from using the password "password" may simply choose "Password1" if required to include a number and uppercase letter. Combined with forced periodic password changes, this can lead to passwords that are difficult to remember but easy to crack. Paul Grassi, one of the 2017 NIST report's authors, further elaborated: "Everyone knows that an exclamation point is a 1, or an I, or the last character of a password. $ is an S or a 5. If we use these well-known tricks, we aren’t fooling any adversary. We are simply fooling the database that stores passwords into thinking the user did something good." Pieris Tsokkis and Eliana Stavrou were able to identify some bad password construction strategies through their research and development of a password generator tool. They came up with eight categories of password construction strategies based on exposed password lists, password cracking tools, and online reports citing the most used passwords. These categories include user-related information, keyboard combinations and patterns, placement strategy, word processing, substitution, capitalization, append dates, and a combination of the previous categories Password cracking Attempting to crack passwords by trying as many possibilities as time and money permit is a brute force attack. A related method, rather more efficient in most cases, is a dictionary attack. In a dictionary attack, all words in one or more dictionaries are tested. Lists of common passwords are also typically tested. Password strength is the likelihood that a password cannot be guessed or discovered, and varies with the attack algorithm used. Cryptologists and computer scientists often refer to the strength or 'hardness' in terms of entropy. Passwords easily discovered are termed weak or vulnerable; passwords very difficult or impossible to discover are considered strong. There are several programs available for password attack (or even auditing and recovery by systems personnel) such as L0phtCrack, John the Ripper, and Cain; some of which use password design vulnerabilities (as found in the Microsoft LANManager system) to increase efficiency. These programs are sometimes used by system administrators to detect weak passwords proposed by users. Studies of production computer systems have consistently shown that a large fraction of all user-chosen passwords are readily guessed automatically. For example, Columbia University found 22% of user passwords could be recovered with little effort. According to Bruce Schneier, examining data from a 2006 phishing attack, 55% of MySpace passwords would be crackable in 8 hours using a commercially available Password Recovery Toolkit capable of testing 200,000 passwords per second in 2006. He also reported that the single most common password was password1, confirming yet again the general lack of informed care in choosing passwords among users. (He nevertheless maintained, based on these data, that the general quality of passwords has improved over the years—for example, average length was up to eight characters from under seven in previous surveys, and less than 4% were dictionary words.) Incidents On July 16, 1998, CERT reported an incident where an attacker had found 186,126 encrypted passwords. At the time the attacker was discovered, 47,642 passwords had already been cracked. In September, 2001, after the deaths of 960 New York employees in the September 11 attacks, financial services firm Cantor Fitzgerald through Microsoft broke the passwords of deceased employees to gain access to files needed for servicing client accounts. Technicians used brute-force attacks, and interviewers contacted families to gather personalized information that might reduce the search time for weaker passwords. In December 2009, a major password breach of the Rockyou.com website occurred that led to the release of 32 million passwords. The hacker then leaked the full list of the 32 million passwords (with no other identifiable information) to the Internet. Passwords were stored in cleartext in the database and were extracted through a SQL injection vulnerability. The Imperva Application Defense Center (ADC) did an analysis on the strength of the passwords. In June 2011, NATO (North Atlantic Treaty Organization) experienced a security breach that led to the public release of first and last names, usernames, and passwords for more than 11,000 registered users of their e-bookshop. The data was leaked as part of Operation AntiSec, a movement that includes Anonymous, LulzSec, as well as other hacking groups and individuals. The aim of AntiSec is to expose personal, sensitive, and restricted information to the world, using any means necessary. On July 11, 2011, Booz Allen Hamilton, a consulting firm that does work for the Pentagon, had their servers hacked by Anonymous and leaked the same day. "The leak, dubbed 'Military Meltdown Monday,' includes 90,000 logins of military personnel—including personnel from USCENTCOM, SOCOM, the Marine corps, various Air Force facilities, Homeland Security, State Department staff, and what looks like private sector contractors." These leaked passwords wound up being hashed in SHA1, and were later decrypted and analyzed by the ADC team at Imperva, revealing that even military personnel look for shortcuts and ways around the password requirements. Alternatives to passwords for authentication The numerous ways in which permanent or semi-permanent passwords can be compromised has prompted the development of other techniques. Unfortunately, some are inadequate in practice, and in any case few have become universally available for users seeking a more secure alternative. A 2012 paper examines why passwords have proved so hard to supplant (despite numerous predictions that they would soon be a thing of the past); in examining thirty representative proposed replacements with respect to security, usability and deployability they conclude "none even retains the full set of benefits that legacy passwords already provide." Single-use passwords. Having passwords that are only valid once makes many potential attacks ineffective. Most users find single-use passwords extremely inconvenient. They have, however, been widely implemented in personal online banking, where they are known as Transaction Authentication Numbers (TANs). As most home users only perform a small number of transactions each week, the single-use issue has not led to intolerable customer dissatisfaction in this case. Time-synchronized one-time passwords are similar in some ways to single-use passwords, but the value to be entered is displayed on a small (generally pocketable) item and changes every minute or so. PassWindow one-time passwords are used as single-use passwords, but the dynamic characters to be entered are visible only when a user superimposes a unique printed visual key over a server-generated challenge image shown on the user's screen. Access controls based on public-key cryptography e.g. ssh. The necessary keys are usually too large to memorize (but see proposal Passmaze) and must be stored on a local computer, security token or portable memory device, such as a USB flash drive or even floppy disk. The private key may be stored on a cloud service provider, and activated by the use of a password or two-factor authentication. Biometric methods promise authentication based on unalterable personal characteristics, but currently (2008) have high error rates and require additional hardware to scan, for example, fingerprints, irises, etc. They have proven easy to spoof in some famous incidents testing commercially available systems, for example, the gummie fingerprint spoof demonstration, and, because these characteristics are unalterable, they cannot be changed if compromised; this is a highly important consideration in access control as a compromised access token is necessarily insecure. Single sign-on technology is claimed to eliminate the need for having multiple passwords. Such schemes do not relieve users and administrators from choosing reasonable single passwords, nor system designers or administrators from ensuring that private access control information passed among systems enabling single sign-on is secure against attack. As yet, no satisfactory standard has been developed. Envaulting technology is a password-free way to secure data on removable storage devices such as USB flash drives. Instead of user passwords, access control is based on the user's access to a network resource. Non-text-based passwords, such as graphical passwords or mouse-movement based passwords. Graphical passwords are an alternative means of authentication for log-in intended to be used in place of conventional password; they use images, graphics or colours instead of letters, digits or special characters. One system requires users to select a series of faces as a password, utilizing the human brain's ability to recall faces easily. In some implementations the user is required to pick from a series of images in the correct sequence in order to gain access. Another graphical password solution creates a one-time password using a randomly generated grid of images. Each time the user is required to authenticate, they look for the images that fit their pre-chosen categories and enter the randomly generated alphanumeric character that appears in the image to form the one-time password. So far, graphical passwords are promising, but are not widely used. Studies on this subject have been made to determine its usability in the real world. While some believe that graphical passwords would be harder to crack, others suggest that people will be just as likely to pick common images or sequences as they are to pick common passwords. 2D Key (2-Dimensional Key) is a 2D matrix-like key input method having the key styles of multiline passphrase, crossword, ASCII/Unicode art, with optional textual semantic noises, to create big password/key beyond 128 bits to realize the MePKC (Memorizable Public-Key Cryptography) using fully memorizable private key upon the current private key management technologies like encrypted private key, split private key, and roaming private key. Cognitive passwords use question and answer cue/response pairs to verify identity. "The password is dead" That "the password is dead" is a recurring idea in computer security. The reasons given often include reference to the usability as well as security problems of passwords. It often accompanies arguments that the replacement of passwords by a more secure means of authentication is both necessary and imminent. This claim has been made by numerous people at least since 2004. Alternatives to passwords include biometrics, two-factor authentication or single sign-on, Microsoft's Cardspace, the Higgins project, the Liberty Alliance, NSTIC, the FIDO Alliance and various Identity 2.0 proposals. However, in spite of these predictions and efforts to replace them passwords are still the dominant form of authentication on the web. In "The Persistence of Passwords," Cormac Herley and Paul van Oorschot suggest that every effort should be made to end the "spectacularly incorrect assumption" that passwords are dead. They argue that "no other single technology matches their combination of cost, immediacy and convenience" and that "passwords are themselves the best fit for many of the scenarios in which they are currently used." Following this, Bonneau et al. systematically compared web passwords to 35 competing authentication schemes in terms of their usability, deployability, and security. Their analysis shows that most schemes do better than passwords on security, some schemes do better and some worse with respect to usability, while every scheme does worse than passwords on deployability. The authors conclude with the following observation: "Marginal gains are often not sufficient to reach the activation energy necessary to overcome significant transition costs, which may provide the best explanation of why we are likely to live considerably longer before seeing the funeral procession for passwords arrive at the cemetery." See also Access code (disambiguation) Authentication CAPTCHA Cognitive science Combination lock Electronic lock Diceware Kerberos (protocol) Keyfile Passphrase Secure Password Sharing Password cracking Password fatigue Password length parameter Password manager Password notification e-mail Password policy Password psychology Password strength Password synchronization Password-authenticated key agreement Personal identification number Pre-shared key Random password generator Rainbow table Self-service password reset Usability of web authentication systems References External links Graphical Passwords: A Survey Large list of commonly used passwords Large collection of statistics about passwords Research Papers on Password-based Cryptography The international passwords conference Procedural Advice for Organisations and Administrators (PDF) Centre for Security, Communications and Network Research, University of Plymouth (PDF) 2017 draft update to NIST password standards for the U.S. federal government Memorable and secure password generator Password authentication Identity documents Security
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Pacific Beach is a neighborhood in San Diego, bounded by La Jolla to the north, Mission Beach and Mission Bay to the south, Interstate 5 to the east and the Pacific Ocean to the west. While formerly largely populated by young people, surfers, and college students, because of rising property and rental costs the population is gradually becoming older and more affluent. "P.B.," as it is known as by local residents, is home to one of San Diego's more developed nightlife scenes, with a great variety of bars, eateries, and clothing stores located along Garnet Avenue and Mission Boulevard. History Before European-contact, the area was settled by the Kumeyaay people, who built a large village then known as Hamo, or Jamo, on the banks of Rose Creek at the entrance of Rose Canyon. As with many California cities, the history of San Diego's development can be traced back to the completion of a cross-country railroad in 1885. The town developed during the boom years between 1886 and 1888 by D. C. Reed, A. G. Gassen, Charles W. Pauley, R. A. Thomas, and O. S. Hubbell. It was Hubbell who "cleared away the grainfields, pitched a tent, mapped out the lots, hired an auctioneer and started to work". A railway connected Pacific Beach with downtown San Diego starting in 1889, and was extended to La Jolla in 1894. Early landmarks and attractions in Pacific Beach included an asbestos factory (established in 1888), a race track, and the San Diego College of Letters (1887-1891), none of which survive today. At the turn of the century, lemon growing and packing dominated the local economy. In 1910, the San Diego Army and Navy Academy, a preparatory school, was established in an old College building; in 1922 a public high school followed and a junior high in 1930. In 1927, Crystal Pier opened; the Roxy Movie theater opened in 1943 to cater to a population that grew five times during World War II. The postwar period saw the establishment of many hotels: the Bahia (1953), the Catamaran (1959), and Vacation Village (1965). High rise construction in nearby Mission Bay led to the establishment of a 30 foot height limitation for buildings in 1972, an ordinance still in effect. Prominent boardwalk Ocean Avenue was closed in 1982 and became a park. In 1902, lots sold for between $350–700 for oceanfront property. By 1950, the population of Pacific Beach reached 30,000 and the average home sold for $12,000. Nonetheless, a small number of farms remained. Today, homes can sell for millions. In 1945, over 1900 residents petitioned to remove the name of William Payne from the middle school because they didn't think a black teacher deserved to be there. At the time, only two black families owned property in the neighborhood. In 2021, following a wave of name changes in the wake of the murder of George Floyd, the San Diego Unified School Board voted to rename a joint-use field at the middle school after Payne and his wife Fannie. The United States Navy operated an anti-aircraft training center at Pacific Beach during World War II. During the 1960s, development continued to increase with the city's investment in Mission Bay Park, including the developments of the Islandia, Vacation Village and Hilton Hotels. In 1964 Sea World opened, which is located only a few miles from Pacific Beach. The original name of this feature was "Bay Point" and today one may still find a USGS bench mark and associated RM (DC1025, DC1026 respectively) with that name there. The "Bay Point Formation" is the name of a local rock strata first found and described there. Geography The beach The beach stretches for miles from the Mission Bay jetty to the cliffs of La Jolla. The boardwalk, officially called Ocean Front Walk/Ocean Boulevard, is a pedestrian walkway that runs approximately 3.2 miles along the beach from the end of Law St. in the north down into Mission Beach, ending at the mouth of Mission Bay in the south. There are numerous local shops, bars, hotels, and restaurants along the boardwalk, and it is generally crowded with pedestrians, cyclists, rollerbladers, skateboarder and shoppers. Adjacent to the boardwalk is the Crystal Pier, a public pier and hotel at the west end of Garnet Avenue. San Diego City Council banned the use of all electric-motor scooters in December 2019. Streets The streets in Pacific Beach were renamed several times before receiving their current designations in 1900. The primary north-south street running parallel to the beach is Mission Blvd., with the streets named after late 19th century federal officials, then incrementing in alphabetical order as they move further from the coast: Bayard, Cass, Dawes, Everts, Fanuel, Gresham, Haines, Ingraham, Jewell, Kendall, Lamont, Morrell, Noyes, Olney, Pendleton, Quincy, Randall, and San Joaquin. Mission Boulevard was formerly Allison Street, being the "A" street of the series. Ingraham was initially named Broadway (1887), then was changed to Izard (1900), back to Broadway (1907) and finally settled as Ingraham Street in 1913. The east-west streets are mostly named after precious stones. Starting at the north end of Mission Blvd. and heading south, the streets are: Agate Turquoise Sapphire Tourmaline - see Tourmaline Surfing Park Opal Loring Wilbur Beryl Law Chalcedony Missouri Diamond Emerald Felspar - an alternate spelling of "Feldspar" that has fallen out of use Garnet - pronounced locally with the second syllable accented, , unlike the pronunciation of the stone Hornblend - spelled differently from the mineral hornblende Grand Thomas Reed Oliver Pacific Beach Drive Climate Pacific Beach has a semi-arid subtropical climate (Köppen climate classification: BSk) with warm-summer Mediterranean characteristics. The sun shines more than 300 days each year in Pacific Beach, and rainfall averages less than 11 inches per year. Parks and recreation In addition to bordering the Pacific Ocean and Mission Bay Park, Pacific Beach includes Kate Sessions Park and the Pacific Beach Recreation Center. Kate Sessions Park has a playground, large lawn with ocean views, and a many acre unmaintained area used for hiking and mountain biking. Fanuel Street Park is a popular bay-front park with playground equipment suitable for toddler and school-age children. Rose Creek, which flows through Pacific Beach before emptying into Mission Bay, provides open space and a rich wetland area. Surfing Pacific Beach is open to all surfers. The level of difficulty is intermediate and can be surfed all year. The south wind makes surfing best though in the fall and winter. Many surfers wear dry or wetsuits as water is in the high 50s in the winter and high 60s to low 70s in the summer. Organizations The nonprofit Pacific Beach Town Council promotes the area and organizes community events. The Pacific Beach Planning Group advises the city on land use and other issues. The Pacific Beach and Mission Bay Visitor Center provides information on the Pacific Beach Town Council, special events, lodging, dining, and Pacific Beach history. Service clubs include Kiwanis, Rotary, Lions Club, Girl Scouts, Pacific Beach Woman's Club, Surf Club, Friends of the PB Library, PB Garden Club, and Toastmasters. Education Pacific Beach public schools are part of the San Diego Unified School District. They include Mission Bay Senior High School, Pacific Beach Middle School, Pacific Beach Elementary, Kate Sessions Elementary, Barnard Elementary, and Crown Point Junior Music Academy . Media Pacific Beach is serviced in print by the daily San Diego Union Tribune and the weekly Beach & Bay Press. In popular culture In John Dos Passos's The 42nd Parallel (1930), Fainy "Mac" McCreary briefly lives in a bungalow in Pacific Beach with his wife Maisie and their daughter Rose. Notable people Kate Sessions, Landscape Architect Frank Bompensiero, mobster Donna Frye, former city council representative and mayoral candidate Skip Frye, professional surfer Adam Gnade, musician-novelist Tony Gwynn, Jr., former outfielder in the MLB Robert Hays, actor, known for role in Airplane Pauly Shore, actor, former MTV host Eddie Vedder, musician Dinesh D’Souza, political commentator Vic Fuentes, musician Mark Whitney Mehran Owner of Hotrodsurf Mark Dice, a YouTuber See also Tourmaline Surfing Park at the north end of Pacific Beach List of beaches in San Diego County List of California state parks References Beaches of Southern California Entertainment districts in California Neighborhoods in San Diego Populated coastal places in California Restaurant districts and streets in the United States Beaches of San Diego County, California
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The polar bear (Ursus maritimus) is a hypercarnivorous bear whose native range lies largely within the Arctic Circle, encompassing the Arctic Ocean, its surrounding seas and surrounding land masses. It is the largest extant bear species, as well as the largest extant land carnivore. A boar (adult male) weighs around , while a sow (adult female) is about half that size. Although it is the sister species of the brown bear, it has evolved to occupy a narrower ecological niche, with many body characteristics adapted for cold temperatures, for moving across snow, ice and open water, and for hunting seals, which make up most of its diet. Although most polar bears are born on land, they spend most of their time on the sea ice. Their scientific name means "maritime bear" and derives from this fact. Polar bears hunt their preferred food of seals from the edge of sea ice, often living off fat reserves when no sea ice is present. Because of their dependence on the sea ice, polar bears are classified as marine mammals. Because of expected habitat loss caused by climate change, the polar bear is classified as a vulnerable species. For decades, large-scale hunting raised international concern for the future of the species, but populations rebounded after controls and quotas began to take effect. For thousands of years, the polar bear has been a key figure in the material, spiritual, and cultural life of circumpolar peoples, and polar bears remain important in their cultures. Historically, the polar bear has also been known as the "white bear". It is sometimes referred to as the "nanook", based on the Inuit term nanuq. Naming and etymology Constantine John Phipps was the first to describe the polar bear as a distinct species in 1774 in his report about his 1773 expedition towards the North Pole. He chose the scientific name Ursus maritimus, the Latin for "maritime bear", due to the animal's native habitat. The Inuit refer to the animal as nanook (transliterated as nanuq in the Inupiat language). The Yupik also refer to the bear as nanuuk in Siberian Yupik. The bear is umka in the Chukchi language. In Russian, it is usually called бе́лый медве́дь (bélyj medvédj, the white bear), though an older word still in use is ошку́й (Oshkúj, which comes from the Komi oski, "bear"). In Quebec, the polar bear is referred to as ours blanc ("white bear") or ours polaire ("polar bear"). In the Norwegian-administered Svalbard archipelago, the polar bear is referred to as Isbjørn ("ice bear"). The polar bear was previously considered to be in its own genus, Thalarctos. However, evidence of hybrids between polar bears and brown bears, and of the recent evolutionary divergence of the two species, does not support the establishment of this separate genus, and the accepted scientific name is now therefore Ursus maritimus, as Phipps originally proposed. Taxonomy and evolution The bear family, Ursidae, is thought to have split from other carnivorans about 38 million years ago. The subfamily Ursinae originated approximately 4.2 million years ago. The oldest known polar bear fossil is a 130,000 to 110,000-year-old jaw bone, found on Prince Charles Foreland in 2004. Fossils show that between 10,000 and 20,000 years ago, the polar bear's molar teeth changed significantly from those of the brown bear. Polar bears are thought to have diverged from a population of brown bears that became isolated during a period of glaciation in the Pleistocene from the eastern part of Siberia (from Kamchatka and the Kolym Peninsula). The evidence from DNA analysis is more complex. The mitochondrial DNA (mtDNA) of the polar bear diverged from the brown bear, Ursus arctos, roughly 150,000 years ago. Further, some clades of brown bear, as assessed by their mtDNA, were thought to be more closely related to polar bears than to other brown bears, meaning that the brown bear might not be considered a species under some species concepts, but paraphyletic. The mtDNA of extinct Irish brown bears is particularly close to polar bears. A comparison of the nuclear genome of polar bears with that of brown bears revealed a different pattern, the two forming genetically distinct clades that diverged approximately 603,000 years ago, although the latest research is based on analysis of the complete genomes (rather than just the mitochondria or partial nuclear genomes) of polar and brown bears, and establishes the divergence of polar and brown bears at 400,000 years ago. However, the two species have mated intermittently for all that time, most likely coming into contact with each other during warming periods, when polar bears were driven onto land and brown bears migrated northward. Most brown bears have about 2 percent genetic material from polar bears, but one population, the ABC Islands bears, has between 5 percent and 10 percent polar bear genes, indicating more frequent and recent mating. Polar bears can breed with brown bears to produce fertile grizzly–polar bear hybrids; rather than indicating that they have only recently diverged, the new evidence suggests more frequent mating has continued over a longer period of time, and thus the two bears remain genetically similar. However, because neither species can survive long in the other's ecological niche, and because they have different morphology, metabolism, social and feeding behaviours, and other phenotypic characteristics, the two bears are generally classified as separate species. When the polar bear was originally documented, two subspecies were identified: the American polar bear (Ursus maritimus maritimus) by Constantine J. Phipps in 1774, and the Siberian polar bear (Ursus maritimus marinus) by Peter Simon Pallas in 1776. This distinction has since been invalidated. One alleged fossil subspecies has been identified: Ursus maritimus tyrannus, which became extinct during the Pleistocene. U.m. tyrannus was significantly larger than the living subspecies. However, recent reanalysis of the fossil suggests that it was actually a brown bear. Population and distribution The polar bear is found in the Arctic Circle and adjacent land masses as far south as Newfoundland. Due to the absence of human development in its remote habitat, it retains more of its original range than any other extant carnivore. While they are rare north of 88°, there is evidence that they range all the way across the Arctic, and as far south as James Bay in Canada. Their southernmost range is near the boundary between the subarctic and humid continental climate zones. They can occasionally drift widely with the sea ice, and there have been anecdotal sightings as far south as Berlevåg on the Norwegian mainland and the Kuril Islands in the Sea of Okhotsk. It is difficult to estimate a global population of polar bears as much of the range has been poorly studied; however, biologists use a working estimate of about 20–25,000 or 22–31,000 polar bears worldwide. There are 19 generally recognized, discrete subpopulations, though polar bears are thought to exist only in low densities in the area of the Arctic Basin. The subpopulations display seasonal fidelity to particular areas, but DNA studies show that they are not reproductively isolated. The 13 North American subpopulations range from the Beaufort Sea south to Hudson Bay and east to Baffin Bay in western Greenland and account for about 54% of the global population. The usual range includes the territory of five nations: Denmark (Greenland), Norway (Svalbard), Russia, the United States (Alaska) and Canada. These five nations are the signatories of the International Agreement on the Conservation of Polar Bears, which mandates cooperation on research and conservation efforts throughout the polar bear's range. Bears sometimes swim to Iceland from Greenland—about 600 sightings since the country's settlement in the 9th century, and five in the 21st century —and are always killed because of their danger, as well as the cost and difficulty of repatriation. Modern methods of tracking polar bear populations have been implemented only since the mid-1980s, and are expensive to perform consistently over a large area. The most accurate counts require flying a helicopter in the Arctic climate to find polar bears, shooting a tranquilizer dart at the bear to sedate it, and then tagging the bear. In Nunavut, some Inuit have reported increases in bear sightings around human settlements in recent years, leading to a belief that populations are increasing. Scientists have responded by noting that hungry bears may be congregating around human settlements, leading to the illusion that populations are higher than they actually are. The Polar Bear Specialist Group of the IUCN Species Survival Commission takes the position that "estimates of subpopulation size or sustainable harvest levels should not be made solely on the basis of traditional ecological knowledge without supporting scientific studies." Of the 19 recognized polar bear subpopulations, one is in decline, two are increasing, seven are stable, and nine have insufficient data, as of 2017. Habitat The polar bear is a marine mammal because it spends many months of the year at sea. However, it is the only living marine mammal with powerful, large limbs and feet that allow them to cover kilometres on foot and run on land. Its preferred habitat is the annual sea ice covering the waters over the continental shelf and the Arctic inter-island archipelagos. These areas, known as the "Arctic ring of life", have high biological productivity in comparison to the deep waters of the high Arctic. The polar bear tends to frequent areas where sea ice meets water, such as polynyas and leads (temporary stretches of open water in Arctic ice), to hunt the seals that make up most of its diet. Freshwater is limited in these environments because it is either locked up in snow or saline. Polar bears are able to produce water through the metabolism of fats found in seal blubber, and are therefore found primarily along the perimeter of the polar ice pack, rather than in the Polar Basin close to the North Pole where the density of seals is low. Annual ice contains areas of water that appear and disappear throughout the year as the weather changes. Seals migrate in response to these changes, and polar bears must follow their prey. In Hudson Bay, James Bay, and some other areas, the ice melts completely each summer (an event often referred to as "ice-floe breakup"), forcing polar bears to go onto land and wait through the months until the next freeze-up. In the Chukchi and Beaufort seas, polar bears retreat each summer to the ice further north that remains frozen year-round. Physical characteristics The only other bear of comparable size to the polar bear is the Kodiak bear, which is a subspecies of brown bear. Adult male polar bears weigh and measure in total length. Around the Beaufort Sea, however, mature males reportedly average . Adult females are roughly half the size of males and normally weigh , measuring in length. Elsewhere, a slightly larger estimated average weight of was claimed for adult females. When pregnant, however, females can weigh as much as . The polar bear is among the most sexually dimorphic of mammals, surpassed only by the pinnipeds such as elephant seals. The largest polar bear on record, reportedly weighing , was a male shot at Kotzebue Sound in northwestern Alaska in 1960. This specimen, when mounted, stood tall on its hindlegs. The shoulder height of an adult polar bear is . While all bears are short-tailed, the polar bear's tail is relatively the shortest amongst living bears, ranging from in length. Compared with its closest relative, the brown bear, the polar bear has a more elongated body build and a longer skull and nose. As predicted by Allen's rule for a northerly animal, the legs are stocky and the ears and tail are small. However, the feet are very large to distribute load when walking on snow or thin ice and to provide propulsion when swimming; they may measure across in an adult. The pads of the paws are covered with small, soft papillae (dermal bumps), which provide traction on the ice. The polar bear's claws are short and stocky compared to those of the brown bear, perhaps to serve the former's need to grip heavy prey and ice. The claws are deeply scooped on the underside to assist in digging in the ice of the natural habitat. Research of injury patterns in polar bear forelimbs found injuries to the right forelimb to be more frequent than those to the left, suggesting, perhaps, right-handedness. Unlike the brown bear, polar bears in captivity are rarely overweight or particularly large, possibly as a reaction to the warm conditions of most zoos. The 42 teeth of a polar bear reflect its highly carnivorous diet. The cheek teeth are smaller and more jagged than in the brown bear, and the canines are larger and sharper. The dental formula is . Polar bears are superbly insulated by up to of adipose tissue, their hide and their fur. Polar bear fur consists of a layer of dense underfur and an outer layer of guard hairs, which appear white to tan but are actually transparent. Two genes that are known to influence melanin production, LYST and AIM1, are both mutated in polar bears, possibly leading to the absence on this pigment in their fur. The guard hair is over most of the body. Polar bears gradually moult from May to August, but, unlike other Arctic mammals, they do not shed their coat for a darker shade to provide camouflage in summer conditions. The hollow guard hairs of a polar bear coat were once thought to act as fiber-optic tubes to conduct light to its black skin, where it could be absorbed; however, this hypothesis was disproved by a study in 1998. The white coat usually yellows with age. When kept in captivity in warm, humid conditions, the fur may turn a pale shade of green due to algae growing inside the guard hairs. Males have significantly longer hairs on their forelegs, which increase in length until the bear reaches 14 years of age. The male's ornamental foreleg hair is thought to attract females, serving a similar function to the lion's mane. The polar bear has an extremely well developed sense of smell, being able to detect seals nearly away and buried under of snow. Its hearing is about as acute as that of a human, and its vision is also good at long distances. The polar bear is an excellent swimmer and often will swim for days. One bear swam continuously for 9 days in the frigid Bering Sea for to reach ice far from land. She then travelled another . During the swim, the bear lost 22% of her body mass and her yearling cub died. With its body fat providing buoyancy, the bear swims in a dog paddle fashion using its large forepaws for propulsion. Polar bears can swim at . When walking, the polar bear tends to have a lumbering gait and maintains an average speed of around . When sprinting, they can reach up to . Life history and behaviour Unlike brown bears, polar bears are not territorial. Although stereotyped as being voraciously aggressive, they are normally cautious in confrontations, and often choose to escape rather than fight. Satiated polar bears rarely attack humans unless severely provoked. However, due to their lack of prior human interaction, hungry polar bears are extremely unpredictable, fearless towards people and are known to kill and sometimes eat humans. Many attacks by brown bears are the result of surprising the animal, which is not the case with the polar bear. Polar bears are stealth hunters, and the victim is often unaware of the bear's presence until the attack is underway. Whereas brown bears often maul a person and then leave, polar bear attacks are more likely to be predatory and are almost always fatal. However, due to the very small human population around the Arctic, such attacks are rare. Michio Hoshino, a Japanese wildlife photographer, was once pursued briefly by a hungry male polar bear in northern Alaska. According to Hoshino, the bear started running but Hoshino made it to his truck. The bear was able to reach the truck and tore one of the doors off the truck before Hoshino was able to drive off. In general, adult polar bears live solitary lives. Yet, they have often been seen playing together for hours at a time and even sleeping in an embrace, and polar bear zoologist Nikita Ovsianikov has described adult males as having "well-developed friendships." Cubs are especially playful as well. Among young males in particular, play-fighting may be a means of practicing for serious competition during mating seasons later in life. Polar bears are usually quiet but do communicate with various sounds and vocalizations. Females communicate with their young with moans and chuffs, and the distress calls of both cubs and subadults consists of bleats. Cubs may hum while nursing. When nervous, bears produce huffs, chuffs and snorts while hisses, growls and roars are signs of aggression. Chemical communication can also be important: bears leave behind their scent in their tracks which allow individuals to keep track of one another in the vast Arctic wilderness. In 1992, a photographer near Churchill took a now widely circulated set of photographs of a polar bear playing with a Canadian Eskimo Dog (Canis familiaris) a tenth of its size. The pair wrestled harmlessly together each afternoon for 10 days in a row for no apparent reason, although the bear may have been trying to demonstrate its friendliness in the hope of sharing the kennel's food. This kind of social interaction is uncommon; it is far more typical for polar bears to behave aggressively towards dogs. Hunting and diet The polar bear is the most carnivorous member of the bear family, and throughout most of its range, its diet primarily consists of ringed (Pusa hispida) and bearded seals (Erignathus barbatus). The Arctic is home to millions of seals, which become prey when they surface in holes in the ice in order to breathe, or when they haul out on the ice to rest. Polar bears hunt primarily at the interface between ice, water, and air; they only rarely catch seals on land or in open water. The polar bear's most common hunting method is called still-hunting: the bear uses its excellent sense of smell to locate a seal breathing hole, and crouches nearby in silence for a seal to appear. The bear may lie in wait for several hours. When the seal exhales, the bear smells its breath, reaches into the hole with a forepaw, and drags it out onto the ice. The polar bear kills the seal by biting its head to crush its skull. The polar bear also hunts by stalking seals resting on the ice: upon spotting a seal, it walks to within , and then crouches. If the seal does not notice, the bear creeps to within of the seal and then suddenly rushes forth to attack. A third hunting method is to raid the birth lairs that female seals create in the snow. A widespread legend tells that polar bears cover their black noses with their paws when hunting. This behaviour, if it happens, is rare – although the story exists in the oral history of northern peoples and in accounts by early Arctic explorers, there is no record of an eyewitness account of the behaviour in recent decades. Mature bears tend to eat only the calorie-rich skin and blubber of the seal, which are highly digestible, whereas younger bears consume the protein-rich red meat. Studies have also photographed polar bears scaling near-vertical cliffs, to eat birds' chicks and eggs. For subadult bears, which are independent of their mother but have not yet gained enough experience and body size to successfully hunt seals, scavenging the carcasses from other bears' kills is an important source of nutrition. Subadults may also be forced to accept a half-eaten carcass if they kill a seal but cannot defend it from larger polar bears. After feeding, polar bears wash themselves with water or snow. Although polar bears are extraordinarily powerful, its primary prey species, the ringed seal, is much smaller than itself, and many of the seals hunted are pups rather than adults. Ringed seals are born weighing and grown to an estimated average weight of only . They also in places prey heavily upon the harp seal (Pagophilus groenlandicus), the harbour seal (Phoca vitulina), or the hooded seal (Cystophora cristata). The bearded seal, on the other hand, can be nearly the same size as the bear itself, averaging . Adult male bearded seals, at are too large for a female bear to overtake, and so are potential prey only for mature male bears. Large males also occasionally attempt to hunt and kill even larger prey items. It can kill an adult walrus (Odobenus rosmarus), although this is rarely attempted. At up to and a typical adult mass range of , a walrus can be more than twice the bear's weight, has extremely thick skin and has up to -long ivory tusks that can be used as formidable weapons. A polar bear may charge a group of walruses, with the goal of separating a young, infirm, or injured walrus from the pod. They will even attack adult walruses when their diving holes have frozen over or intercept them before they can get back to the diving hole in the ice. Yet, polar bears will very seldom attack full-grown adult walruses, with the largest male walrus probably invulnerable unless otherwise injured or incapacitated. Since an attack on a walrus tends to be an extremely protracted and exhausting venture, bears have been known to back down from the attack after making the initial injury to the walrus. Polar bears have also been seen to prey on beluga whales (Delphinapterus leucas) and narwhals (Monodon monoceros), by swiping at them at breathing holes. The whales are of similar size to the walrus and nearly as difficult for the bear to subdue. Most terrestrial animals in the Arctic can outrun the polar bear on land as polar bears overheat quickly, and most marine animals the bear encounters can outswim it. In some areas, the polar bear's diet is supplemented by walrus calves and by the carcasses of dead adult walruses or whales, whose blubber is readily devoured even when rotten. Polar bears sometimes swim underwater to catch fish like the Arctic charr or the fourhorn sculpin. With the exception of pregnant females, polar bears are active year-round, although they have a vestigial hibernation induction trigger in their blood. Unlike brown and black bears, polar bears are capable of fasting for up to several months during late summer and early fall, when they cannot hunt for seals because the sea is unfrozen. When sea ice is unavailable during summer and early autumn, some populations live off fat reserves for months at a time, as polar bears do not 'hibernate' any time of the year. Being both curious animals and scavengers, polar bears investigate and consume garbage where they come into contact with humans. Polar bears may attempt to consume almost anything they can find, including hazardous substances such as styrofoam, plastic, car batteries, ethylene glycol, hydraulic fluid, and motor oil. The dump in Churchill, Manitoba was closed in 2006 to protect bears, and waste is now recycled or transported to Thompson, Manitoba. Dietary flexibility Although seal predation is the primary and an indispensable way of life for most polar bears, when alternatives are present they are quite flexible. Polar bears consume a wide variety of other wild foods, including muskox (Ovibos moschatus), reindeer (Rangifer tarandus), birds, eggs, rodents, crabs, other crustaceans, fish and other polar bears. They may also eat plants, including berries, roots, and kelp; however, none of these have been a significant part of their diet, except for beachcast marine mammal carcasses. Given the change in climate, with ice breaking up in areas such as the Hudson Bay earlier than it used to, polar bears are exploiting food resources such as snow geese and eggs, and plants such as lyme grass in increased quantities. When stalking land animals, such as muskox, reindeer, and even willow ptarmigan (Lagopus lagopus), polar bears appear to make use of vegetative cover and wind direction to bring them as close to their prey as possible before attacking. Polar bears have been observed to hunt the small Svalbard reindeer (R. t. platyrhynchus), which weigh only as adults, as well as the barren-ground caribou (R. t. groenlandicus), which is about twice as heavy as the former. Adult muskox, which can weigh or more, are a more formidable quarry. Although ungulates are not typical prey, the killing of one during the summer months can greatly increase the odds of survival during that lean period. Like the brown bear, most ungulate prey of polar bears is likely to be young, sickly or injured specimens rather than healthy adults. The polar bear's metabolism is specialized to require large amounts of fat from marine mammals, and it cannot derive sufficient caloric intake from terrestrial food. In their southern range, especially near Hudson Bay and James Bay, Canadian polar bears endure all summer without sea ice to hunt from. Here, their food ecology shows their dietary flexibility. They still manage to consume some seals, but they are food-deprived in summer as only marine mammal carcasses are an important alternative without sea ice, especially carcasses of the beluga whale. These alternatives may reduce the rate of weight loss of bears when on land. One scientist found that 71% of the Hudson Bay bears had fed on seaweed (marine algae) and that about half were feeding on birds such as the dovekie and sea ducks, especially the long-tailed duck (53%) and common eider, by swimming underwater to catch them. They were also diving to feed on blue mussels and other underwater food sources like the green sea urchin. 24% had eaten moss recently, 19% had consumed grass, 34% had eaten black crowberry and about half had consumed willows. This study illustrates the polar bear's dietary flexibility but it does not represent its life history elsewhere. Most polar bears elsewhere will never have access to these alternatives, except for the marine mammal carcasses that are important wherever they occur. In Svalbard, polar bears were observed to kill white-beaked dolphins during spring, when the dolphins were trapped in the sea ice. The bears then proceeded to cache the carcasses, which remained and were eaten during the ice-free summer and autumn. Reproduction and lifecycle Courtship and mating take place on the sea ice in April and May, when polar bears congregate in the best seal hunting areas. A male may follow the tracks of a breeding female for or more, and after finding her engage in intense fighting with other males over mating rights, fights that often result in scars and broken teeth. Polar bears have a generally polygynous mating system; recent genetic testing of mothers and cubs, however, has uncovered cases of litters in which cubs have different fathers. Partners stay together and mate repeatedly for an entire week; the mating ritual induces ovulation in the female. After mating, the fertilized egg remains in a suspended state until August or September. During these four months, the pregnant female eats prodigious amounts of food, gaining at least and often more than doubling her body weight. Maternity denning and early life When the ice floes are at their minimum in the fall, ending the possibility of hunting, each pregnant female digs a maternity den consisting of a narrow entrance tunnel leading to one to three chambers. Most maternity dens are in snowdrifts, but may also be made underground in permafrost if it is not sufficiently cold yet for snow. In most subpopulations, maternity dens are situated on land a few kilometres from the coast, and the individuals in a subpopulation tend to reuse the same denning areas each year. The polar bears that do not den on land make their dens on the sea ice. In the den, she enters a dormant state similar to hibernation. This hibernation-like state does not consist of continuous sleeping; however, the bear's heart rate slows from 46 to 27 beats per minute. Her body temperature does not decrease during this period as it would for a typical mammal in hibernation. Between November and February, cubs are born blind, covered with a light down fur, and weighing less than , but in captivity they might be delivered in the earlier months. The earliest recorded birth of polar bears in captivity was on 11 October 2011 in the Toronto Zoo. On average, each litter has two cubs. The family remains in the den until mid-February to mid-April, with the mother maintaining her fast while nursing her cubs on a fat-rich milk. By the time the mother breaks open the entrance to the den, her cubs weigh about . For about 12 to 15 days, the family spends time outside the den while remaining in its vicinity, the mother grazing on vegetation while the cubs become used to walking and playing. Then they begin the long walk from the denning area to the sea ice, where the mother can once again catch seals. Depending on the timing of ice-floe breakup in the fall, she may have fasted for up to eight months. During this time, cubs playfully imitate the mother's hunting methods in preparation for later life. Female polar bears have been known to adopt other cubs. Multiple cases of adoption of wild cubs have been confirmed by genetic testing. Adult bears of either gender occasionally kill and eat polar bear cubs. As of 2006, in Alaska, 42% of cubs were reaching 12 months of age, down from 65% in 1991. In most areas, cubs are weaned at two and a half years of age, when the mother chases them away or abandons them. The Western Hudson Bay subpopulation is unusual in that its female polar bears sometimes wean their cubs at only one and a half years. This was the case for 40% of cubs there in the early 1980s; however by the 1990s, fewer than 20% of cubs were weaned this young. After the mother leaves, sibling cubs sometimes travel and share food together for weeks or months. Later life Females begin to breed at the age of four years in most areas, and five years in the area of the Beaufort Sea. Males usually reach sexual maturity at six years; however, as competition for females is fierce, many do not breed until the age of eight or ten. A study in Hudson Bay indicated that both the reproductive success and the maternal weight of females peaked in their mid-teens. Maternal success appeared to decline after this point, possibly because of an age-related impairment in the ability to store the fat necessary to rear cubs. Polar bears appear to be less affected by infectious diseases and parasites than most terrestrial mammals. Polar bears are especially susceptible to Trichinella, a parasitic roundworm they contract through cannibalism, although infections are usually not fatal. Only one case of a polar bear with rabies has been documented, even though polar bears frequently interact with Arctic foxes, which often carry rabies. Bacterial leptospirosis and Morbillivirus have been recorded. Polar bears sometimes have problems with various skin diseases that may be caused by mites or other parasites. Life expectancy Polar bears rarely live beyond 25 years. The oldest wild bears on record died at age 32, whereas the oldest captive was a female who died in 1991, age 43. The causes of death in wild adult polar bears are poorly understood, as carcasses are rarely found in the species's frigid habitat. In the wild, old polar bears eventually become too weak to catch food, and gradually starve to death. Polar bears injured in fights or accidents may either die from their injuries, or become unable to hunt effectively, leading to starvation. Ecological role The polar bear is the apex predator within its range, and is a keystone species for the Arctic. Several animal species, particularly Arctic foxes (Vulpes lagopus) and glaucous gulls (Larus hyperboreus), routinely scavenge polar bear kills. The relationship between ringed seals and polar bears is so close that the abundance of ringed seals in some areas appears to regulate the density of polar bears, while polar bear predation in turn regulates density and reproductive success of ringed seals. The evolutionary pressure of polar bear predation on seals probably accounts for some significant differences between Arctic and Antarctic seals. Compared to the Antarctic, where there is no major surface predator, Arctic seals use more breathing holes per individual, appear more restless when hauled out on the ice, and rarely defecate on the ice. The baby fur of most Arctic seal species is white, presumably to provide camouflage from predators, whereas Antarctic seals all have dark fur at birth. Brown bears tend to dominate polar bears in disputes over carcasses, and dead polar bear cubs have been found in brown bear dens. Wolves are rarely encountered by polar bears, though there are two records of Arctic wolf (Canis lupus arctos) packs killing polar bear cubs. Adult polar bears are occasionally vulnerable to predation by orcas (Orcinus orca) while swimming, but they are rarely reported as taken and bears are likely to avoid entering the water if possible if they detect an orca pod in the area. The melting sea ice in the Arctic may be causing an increase of orcas in the Arctic sea, which may increase the risk of predation on polar bears but also may benefit the bears by providing more whale carcasses that they can scavenge. The remains of polar bears have been found in the stomachs of large Greenland sharks (Somniosus microcephalus), although it certainly cannot be ruled out that the bears were merely scavenged by this slow-moving, unusual shark. A rather unlikely killer of a grown polar bear has reportedly included a wolverine (Gulo gulo), anecdotally reported to have suffocated a bear in a zoo with a bite to the throat during a conflict. This report may well be dubious, however. Polar bears are sometimes the host of arctic mites such as Alaskozetes antarcticus. Long-distance swimming and diving Researchers tracked 52 sows in the southern Beaufort Sea off Alaska with GPS system collars; no boars were involved in the study due to males' necks being too thick for the GPS-equipped collars. Fifty long-distance swims were recorded; the longest at , with an average of . The length of these swims ranged from most of a day to ten days. Ten of the sows had a cub swim with them and after a year, six cubs survived. The study did not determine if the others lost their cubs before, during, or some time after their long swims. Researchers do not know whether or not this is a new behaviour; before polar ice shrinkage, they opined that there was probably neither the need nor opportunity to swim such long distances. The polar bear may swim underwater for up to three minutes to approach seals on shore or on ice floes. Hunting Indigenous people Polar bears have long provided important raw materials for Arctic peoples, including the Inuit, Yupik, Chukchi, Nenets, Russian Pomors and others. Hunters commonly used teams of dogs to distract the bear, allowing the hunter to spear the bear or shoot it with arrows at closer range. Almost all parts of captured animals had a use. The fur was used in particular to make trousers and, by the Nenets, to make galoshes-like outer footwear called ; the meat is edible, despite some risk of trichinosis; the fat was used in food and as a fuel for lighting homes, alongside seal and whale blubber; sinews were used as thread for sewing clothes; the gallbladder and sometimes heart were dried and powdered for medicinal purposes; the large canine teeth were highly valued as talismans. Only the liver was not used, as its high concentration of vitamin A is poisonous. As a carnivore, which feeds largely upon fish-eating carnivores, the polar bear ingests large amounts of vitamin A that is stored in their livers. The resulting high concentrations cause hypervitaminosis A, Hunters make sure to either toss the liver into the sea or bury it in order to spare their dogs from potential poisoning. Traditional subsistence hunting was on a small enough scale to not significantly affect polar bear populations, mostly because of the sparseness of the human population in polar bear habitat. History of commercial harvest In Russia, polar bear furs were already being commercially traded in the 14th century, though it was of low value compared to Arctic fox or even reindeer fur. The growth of the human population in the Eurasian Arctic in the 16th and 17th century, together with the advent of firearms and increasing trade, dramatically increased the harvest of polar bears. However, since polar bear fur has always played a marginal commercial role, data on the historical harvest is fragmentary. It is known, for example, that already in the winter of 1784/1785 Russian Pomors on Spitsbergen harvested 150 polar bears in Magdalenefjorden. In the early 20th century, Norwegian hunters were harvesting 300 bears per year at the same location. Estimates of total historical harvest suggest that from the beginning of the 18th century, roughly 400 to 500 animals were being harvested annually in northern Eurasia, reaching a peak of 1,300 to 1,500 animals in the early 20th century, and falling off as the numbers began dwindling. In the first half of the 20th century, mechanized and overpoweringly efficient methods of hunting and trapping came into use in North America as well. Polar bears were chased from snowmobiles, icebreakers, and airplanes, the latter practice described in a 1965 New York Times editorial as being "about as sporting as machine gunning a cow." Norwegians used "self-killing guns", comprising a loaded rifle in a baited box that was placed at the level of a bear's head, and which fired when the string attached to the bait was pulled. The numbers taken grew rapidly in the 1960s, peaking around 1968 with a global total of 1,250 bears that year. Contemporary regulations Concerns over the future survival of the species led to the development of national regulations on polar bear hunting, beginning in the mid-1950s. The Soviet Union banned all hunting in 1956. Canada began imposing hunting quotas in 1968. Norway passed a series of increasingly strict regulations from 1965 to 1973, and has completely banned hunting since then. The United States began regulating hunting in 1971 and adopted the Marine Mammal Protection Act in 1972. In 1973, the International Agreement on the Conservation of Polar Bears was signed by all five nations whose territory is inhabited by polar bears: Canada, Denmark, Norway, the Soviet Union, and the United States. Member countries agreed to place restrictions on recreational and commercial hunting, ban hunting from aircraft and icebreakers, and conduct further research. The treaty allows hunting "by local people using traditional methods". Norway is the only country of the five in which all harvest of polar bears is banned. The agreement was a rare case of international cooperation during the Cold War. Biologist Ian Stirling commented, "For many years, the conservation of polar bears was the only subject in the entire Arctic that nations from both sides of the Iron Curtain could agree upon sufficiently to sign an agreement. Such was the intensity of human fascination with this magnificent predator, the only marine bear." Agreements have been made between countries to co-manage their shared polar bear subpopulations. After several years of negotiations, Russia and the United States signed an agreement in October 2000 to jointly set quotas for indigenous subsistence hunting in Alaska and Chukotka. The treaty was ratified in October 2007. In September 2015, the polar bear range states agreed upon a "circumpolar action plan" describing their conservation strategy for polar bears. Although the United States government has proposed that polar bears be transferred to Appendix I of CITES, which would ban all international trade in polar bear parts, polar bears currently remain listed under Appendix II. This decision was approved of by members of the IUCN and TRAFFIC, who determined that such an uplisting was unlikely to confer a conservation benefit. Canada Polar bears were designated "Not at Risk" in April 1986 and uplisted to "Special Concern" in April 1991. This status was re-evaluated and confirmed in April 1999, November 2002, and April 2008. Polar bears continue to be listed as a species of special concern in Canada because of their sensitivity to overharvest and because of an expected range contraction caused by loss of Arctic sea ice. More than 600 bears are killed per year by humans across Canada, a rate calculated by scientists to be unsustainable for some areas, notably Baffin Bay. Canada has allowed sport hunters accompanied by local guides and dog-sled teams since 1970, but the practice was not common until the 1980s. The guiding of sport hunters provides meaningful employment and an important source of income for northern communities in which economic opportunities are few. Sport hunting can bring CDN$20,000 to $35,000 per bear into northern communities, which until recently has been mostly from American hunters. The territory of Nunavut accounts for the location 80% of annual kills in Canada. In 2005, the government of Nunavut increased the quota from 400 to 518 bears, despite protests from the IUCN Polar Bear Specialist Group. In two areas where harvest levels have been increased based on increased sightings, science-based studies have indicated declining populations, and a third area is considered data-deficient. While most of that quota is hunted by the indigenous Inuit people, a growing share is sold to recreational hunters. (0.8% in the 1970s, 7.1% in the 1980s, and 14.6% in the 1990s) Nunavut polar bear biologist, Mitchell Taylor, who was formerly responsible for polar bear conservation in the territory, has insisted that bear numbers are being sustained under current hunting limits. In 2010, the 2005 increase was partially reversed. Government of Nunavut officials announced that the polar bear quota for the Baffin Bay region would be gradually reduced from 105 per year to 65 by the year 2013. The Government of the Northwest Territories maintain their own quota of 72 to 103 bears within the Inuvialuit communities of which some are set aside for sports hunters. Environment Canada also banned the export from Canada of fur, claws, skulls and other products from polar bears harvested in Baffin Bay as of 1 January 2010. Because of the way polar bear hunting quotas are managed in Canada, attempts to discourage sport hunting would actually increase the number of bears killed in the short term. Canada allocates a certain number of permits each year to sport and subsistence hunting, and those that are not used for sport hunting are re-allocated to indigenous subsistence hunting. Whereas northern communities kill all the polar bears they are permitted to take each year, only half of sport hunters with permits actually manage to kill a polar bear. If a sport hunter does not kill a polar bear before his or her permit expires, the permit cannot be transferred to another hunter. In August 2011, Environment Canada published a national polar bear conservation strategy. Greenland In Greenland, hunting restrictions were first introduced in 1994 and expanded by executive order in 2005. Until 2005 Greenland placed no limit on hunting by indigenous people. However, in 2006 it imposed a limit of 150, while also allowed recreational hunting for the first time. Other provisions included year-round protection of cubs and mothers, restrictions on weapons used and various administrative requirements to catalogue kills. Norway Polar bears were hunted heavily in Svalbard, Norway throughout the 19th century and to as recently as 1973, when the conservation treaty was signed. 900 bears a year were harvested in the 1920s and after World War II, there were as many as 400–500 harvested annually. Some regulations of hunting did exist. In 1927, poisoning was outlawed while in 1939, certain denning sights were declared off limits. The killing of females and cubs was made illegal in 1965. Killing of polar bears decreased somewhat 25–30 years before the treaty. Despite this, the polar bear population continued to decline and by 1973, only around 1000 bears were left in Svalbard. Only with the passage of the treaty did they begin to recover. Russia The Soviet Union banned the harvest of polar bears in 1956; however, poaching continued, and is estimated to pose a serious threat to the polar bear population. In recent years, polar bears have approached coastal villages in Chukotka more frequently due to the shrinking of the sea ice, endangering humans and raising concerns that illegal hunting would become even more prevalent. In 2007, the Russian government made subsistence hunting legal for indigenous Chukotkan peoples only, a move supported by Russia's most prominent bear researchers and the World Wide Fund for Nature as a means to curb poaching. Polar bears are currently listed as "Rare", of "Uncertain Status", or "Rehabilitated and rehabilitating" in the Red Data Book of Russia, depending on population. In 2010, the Ministry of Natural Resources and Environment published a strategy for polar bear conservation in Russia. United States The Marine Mammal Protection Act of 1972 afforded polar bears some protection in the United States. It banned hunting (except by indigenous subsistence hunters), banned importing of polar bear parts (except polar bear pelts taken legally in Canada), and banned the harassment of polar bears. On 15 May 2008, the United States Department of the Interior listed the polar bear as a threatened species under the Endangered Species Act, citing the melting of Arctic sea ice as the primary threat to the polar bear. It banned all importing of polar bear trophies. Importing products made from polar bears had been prohibited from 1972 to 1994 under the Marine Mammal Protection Act, and restricted between 1994 and 2008. Under those restrictions, permits from the United States Fish and Wildlife Service were required to import sport-hunted polar bear trophies taken in hunting expeditions in Canada. The permit process required that the bear be taken from an area with quotas based on sound management principles. Since 1994, hundreds of sport-hunted polar bear trophies have been imported into the U.S. In 2015, the U.S. Fish and Wildlife Service published a draft conservation management plan for polar bears to improve their status under the Endangered Species Act and the Marine Mammal Protection Act. Conservation status, threats, and controversies Polar bear population sizes and trends are difficult to estimate accurately because they occupy remote home ranges and exist at low population densities. Polar bear fieldwork can also be hazardous to researchers. As of 2015, the International Union for Conservation of Nature (IUCN) reports that the global population of polar bears is 22,000 to 31,000, and the current population trend is unknown. Nevertheless, polar bears are listed as "Vulnerable" under criterion A3c, which indicates an expected population decrease of ≥30% over the next three generations (~34.5 years) due to "decline in area of occupancy, extent of occurrence and/or quality of habitat". Risks to the polar bear include climate change, pollution in the form of toxic contaminants, conflicts with shipping, oil and gas exploration and development, and human-bear interactions including harvesting and possible stresses from recreational polar-bear watching. According to the World Wildlife Fund, the polar bear is important as an indicator of Arctic ecosystem health. Polar bears are studied to gain understanding of what is happening throughout the Arctic, because at-risk polar bears are often a sign of something wrong with the Arctic marine ecosystem. Climate change The International Union for Conservation of Nature, Arctic Climate Impact Assessment, United States Geological Survey and many leading polar bear biologists have expressed grave concerns about the impact of climate change, with some predicting extinction by 2100. The key danger posed by climate change is malnutrition or starvation due to habitat loss. Polar bears hunt seals from a platform of sea ice. Rising temperatures cause the sea ice to melt earlier in the year, driving the bears to shore before they have built sufficient fat reserves to survive the period of scarce food in the late summer and early fall. Reduction in sea-ice cover also forces bears to swim longer distances, which further depletes their energy stores and occasionally leads to drowning. Thinner sea ice tends to deform more easily, which appears to make it more difficult for polar bears to access seals. Insufficient nourishment leads to lower reproductive rates in adult females and lower survival rates in cubs and juvenile bears, in addition to poorer body condition in bears of all ages. In addition to creating nutritional stress, a warming climate is expected to affect various other aspects of polar bear life: changes in sea ice affect the ability of pregnant females to build suitable maternity dens. As the distance increases between the pack ice and the coast, females must swim longer distances to reach favoured denning areas on land. Thawing of permafrost would affect the bears who traditionally den underground, and warm winters could result in den roofs collapsing or having reduced insulative value. For the polar bears that currently den on multi-year ice, increased ice mobility may result in longer distances for mothers and young cubs to walk when they return to seal-hunting areas in the spring. Disease-causing bacteria and parasites would flourish more readily in a warmer climate. Problematic interactions between polar bears and humans, such as foraging by bears in garbage dumps, have historically been more prevalent in years when ice-floe breakup occurred early and local polar bears were relatively thin. Increased human-bear interactions, including fatal attacks on humans, are likely to increase as the sea ice shrinks and hungry bears try to find food on land. The effects of climate change are most profound in the southern part of the polar bear's range, and this is indeed where significant degradation of local populations has been observed. The Western Hudson Bay subpopulation, in a southern part of the range, also happens to be one of the best-studied polar bear subpopulations. This subpopulation feeds heavily on ringed seals in late spring, when newly weaned and easily hunted seal pups are abundant. The late spring hunting season ends for polar bears when the ice begins to melt and break up, and they fast or eat little during the summer until the sea freezes again. Due to warming air temperatures, ice-floe breakup in western Hudson Bay is currently occurring three weeks earlier than it did 30 years ago, reducing the duration of the polar bear feeding season. The body condition of polar bears has declined during this period; the average weight of lone (and likely pregnant) female polar bears was approximately in 1980 and in 2004. Between 1987 and 2004, the Western Hudson Bay population declined by 22%, although the population was listed as "stable" as of 2017. As the climate change melts sea ice, the U.S. Geological Survey projects that two-thirds of polar bears will disappear by 2050. In Alaska, the effects of sea ice shrinkage have contributed to higher mortality rates in polar bear cubs, and have led to changes in the denning locations of pregnant females. The proportion of maternity dens on sea ice has changed from 62% between the years 1985 through 1994, to 37% over the years 1998 through 2004. Thus, now the Alaskan population more resembles the world population in that it is more likely to den on land. In recent years, polar bears in the Arctic have undertaken longer than usual swims to find prey, possibly resulting in four recorded drownings in the unusually large ice pack regression of 2005. A new development is that polar bears have begun ranging to new territory. While not unheard of but still uncommon, polar bears have been sighted increasingly in larger numbers ashore, staying on the mainland for longer periods of time during the summer months, particularly in North Canada, traveling farther inland. This may cause an increased reliance on terrestrial diets, such as goose eggs, waterfowl and caribou, as well as increased human–bear conflict. Pollution Polar bears accumulate high levels of persistent organic pollutants such as polychlorinated biphenyl (PCBs) and chlorinated pesticides. Due to their position at the top of the ecological pyramid, with a diet heavy in blubber in which halocarbons concentrate, their bodies are among the most contaminated of Arctic mammals. Halocarbons (also known as organohalogens) are known to be toxic to other animals, because they mimic hormone chemistry, and biomarkers such as immunoglobulin G and retinol suggest similar effects on polar bears. PCBs have received the most study, and they have been associated with birth defects and immune system deficiency. Many chemicals, such as PCBs and DDT, have been internationally banned due to the recognition of their harm on the environment. Their concentrations in polar bear tissues continued to rise for decades after being banned, as these chemicals spread through the food chain. Since then, the trend seems to have abated, with tissue concentrations of PCBs declining between studies performed from 1989 to 1993 and studies performed from 1996 to 2002. During the same time periods, DDT was found to be notably lower in the Western Hudson Bay population only. Oil and gas development Oil and gas development in polar bear habitat can affect the bears in a variety of ways. An oil spill in the Arctic would most likely concentrate in the areas where polar bears and their prey are also concentrated, such as sea ice leads. Because polar bears rely partly on their fur for insulation and soiling of the fur by oil reduces its insulative value, oil spills put bears at risk of dying from hypothermia. Polar bears exposed to oil spill conditions have been observed to lick the oil from their fur, leading to fatal kidney failure. Maternity dens, used by pregnant females and by females with infants, can also be disturbed by nearby oil exploration and development. Disturbance of these sensitive sites may trigger the mother to abandon her den prematurely, or abandon her litter altogether. Predictions Steven Amstrup and other U.S. Geological Survey scientists have predicted two-thirds of the world's polar bears may disappear by 2050, based on moderate projections for the shrinking of summer sea ice caused by climate change, though the validity of this study has been debated. The bears could disappear from Europe, Asia, and Alaska, and be depleted from the Canadian Arctic Archipelago and areas off the northern Greenland coast. By 2080, they could disappear from Greenland entirely and from the northern Canadian coast, leaving only dwindling numbers in the interior Arctic Archipelago. However, in the short term, some polar bear populations in historically colder regions of the Arctic may temporarily benefit from a milder climate, as multiyear ice that is too thick for seals to create breathing holes is replaced by thinner annual ice. Polar bears diverged from brown bears 400,000–600,000 years ago and have survived past periods of climate fluctuation. It has been claimed that polar bears will be able to adapt to terrestrial food sources as the sea ice they use to hunt seals disappears. However, most polar bear biologists think that polar bears will be unable to completely offset the loss of calorie-rich seal blubber with terrestrial foods, and that they will be outcompeted by brown bears in this terrestrial niche, ultimately leading to a population decline. Controversy over species protection Warnings about the future of the polar bear are often contrasted with the fact that worldwide population estimates have increased over the past 50 years and are relatively stable today. Some estimates of the global population are around 5,000 to 10,000 in the early 1970s; other estimates were 20,000 to 40,000 during the 1980s. Current estimates put the global population at between 20,000 and 25,000 or 22,000 and 31,000. Despite the encouraging rebound of some populations, there is little evidence to suggest polar bears are thriving overall. There are several reasons for the apparent discordance between past and projected population trends: estimates from the 1950s and 1960s were based on stories from explorers and hunters rather than on scientific surveys. Second, controls of harvesting were introduced that allowed this previously overhunted species to recover. Third, the recent effects of climate change have affected sea ice abundance in different areas to varying degrees. Debate over the listing of the polar bear under endangered species legislation has put conservation groups and Canada's Inuit at opposing positions; the Nunavut government and many northern residents have condemned the U.S. initiative to list the polar bear under the Endangered Species Act. Many Inuit believe the polar bear population is increasing, and restrictions on commercial sport-hunting are likely to lead to a loss of income to their communities. In culture Indigenous folklore For the indigenous peoples of the Arctic, polar bears have long played an important cultural and material role. Polar bear remains have been found at hunting sites dating to 2,500 to 3,000 years ago and 1,500-year-old cave paintings of polar bears have been found in the Chukchi Peninsula. Indeed, it has been suggested that Arctic peoples' skills in seal hunting and igloo construction has been in part acquired from the polar bears themselves. The Inuit and Alaska Natives have many folk tales featuring the bears including legends in which bears are humans when inside their own houses and put on bear hides when going outside, and stories of how the constellation that is said to resemble a great bear surrounded by dogs came into being. These legends reveal a deep respect for the polar bear, which is portrayed as both spiritually powerful and closely akin to humans. The human-like posture of bears when standing and sitting, and the resemblance of a skinned bear carcass to the human body, have probably contributed to the belief that the spirits of humans and bears were interchangeable. Among the Chukchi and Yupik of eastern Siberia, there was a longstanding shamanistic ritual of "thanksgiving" to the hunted polar bear. After killing the animal, its head and skin were removed and cleaned and brought into the home, and a feast was held in the hunting camp in its honor. To appease the spirit of the bear, traditional song and drum music was played, and the skull was ceremonially fed and offered a pipe. Only once the spirit was appeased was the skull be separated from the skin, taken beyond the bounds of the homestead, and placed in the ground, facing north. The Nenets of north-central Siberia placed particular value on the talismanic power of the prominent canine teeth. These were traded in the villages of the lower Yenisei and Khatanga rivers to the forest-dwelling peoples further south, who would sew them into their hats as protection against brown bears. It was believed that the "little nephew" (the brown bear) would not dare to attack a man wearing the tooth of its powerful "big uncle", the polar bear. The skulls of killed polar bears were buried at sacred sites, and altars, called sedyangi, were constructed out of the skulls. Several such sites have been preserved on the Yamal Peninsula. Symbols and mascots Their distinctive appearance and their association with the Arctic have made polar bears popular icons, especially in those areas where they are native. The Canadian two-dollar coin carries an image of a lone polar bear on its reverse side, while a special millennium edition featured three. Vehicle licence plates in the Northwest Territories in Canada are in the shape of a polar bear, as was the case in Nunavut until 2012; these now display polar bear artwork instead. The polar bear is the mascot of Bowdoin College, Maine; the University of Alaska Fairbanks; and the 1988 Winter Olympics held in Calgary. The Eisbären Berlin hockey team uses a roaring polar bear as their logo, and the Charlotte, North Carolina hockey team the Charlotte Checkers uses a polar bear named Chubby Checker as their mascot. Coca-Cola has used images of the polar bear in its advertising, and Polar Beverages, Nelvana, Bundaberg Rum, Klondike bars, and Fox's Glacier Mints all feature polar bears in their logos. Fiction Polar bears are popular in fiction, particularly in books for children or teenagers. For example, The Polar Bear Son is adapted from a traditional Inuit tale. The animated television series Noah's Island features a polar bear named Noah as the protagonist. Polar bears feature prominently in East (North Child in the UK) by Edith Pattou, The Bear by Raymond Briggs (adapted into an animated short in 1998), and Chris d'Lacey's The Fire Within series. The panserbjørne of Philip Pullman's fantasy trilogy His Dark Materials are sapient, dignified polar bears who exhibit anthropomorphic qualities, and feature prominently in the 2007 film adaptation of The Golden Compass. The television series Lost features polar bears living on the tropical island setting. See also Charismatic megafauna Flagship species International Polar Bear Day 2019 mass invasion of Russian polar bears Umbrella species References Bibliography Further reading . External links National Wildlife Federation's Polar Bear Page ARKive — images and movies of the polar bear (Ursus maritimus) Map of polar bear ranges and denning areas in Nunavut from Nunavut Planning Commission BBC Nature: Polar bear news, and video clips from BBC programmes past and present. Photos, facts, videos from Polar Bears International that funds population, preservation, and DNA studies of the polar bear Map: Here's where the polar bears are vanishing Apex predators Pleistocene bears Articles containing video clips Carnivorans of Europe Carnivorans of North America Carnivorans of Asia Holarctic fauna Mammals of the Arctic Marine mammals Mammals described in 1774 Vulnerable animals Vulnerable biota of Europe Vulnerable biota of Asia ESA threatened species Taxa named by Constantine Phipps, 2nd Baron Mulgrave Species endangered by climate change
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A profession is a disciplined group of individuals who adhere to ethical standards and who hold themselves out as, and are accepted by the public as possessing special knowledge and skills in a widely recognised body of learning derived from research, education and training at a high level, and who are prepared to apply this knowledge and exercise these skills in the interest of others. Professional occupations are founded upon specialized educational training, the purpose of which is to supply disinterested objective counsel and service to others, for a direct and definite compensation, wholly apart from expectation of other business gain. Medieval and early modern tradition recognized only three professions: divinity, medicine, and law, which were called the learned professions. A profession is not a trade and not an industry. The term profession is a truncation of the term liberal profession, which is, in turn, an Anglicization of the French term profession libérale. Originally borrowed by English users in the 19th century, it has been re-borrowed by international users from the late 20th, though the (upper-middle) class overtones of the term do not seem to survive re-translation: "liberal professions" are, according to the European Union's Directive on Recognition of Professional Qualifications (2005/36/EC), "those practised on the basis of relevant professional qualifications in a personal, responsible and professionally independent capacity by those providing intellectual and conceptual services in the interest of the client and the public". Some professions change slightly in status and power, but their prestige generally remains stable over time, even if the profession begins to have more required study and formal education. Disciplines formalized more recently, such as architecture, now have equally long periods of study associated with them. Although professions may enjoy relatively high status and public prestige, not all professionals earn high salaries, and even within specific professions there exist significant differences in salary. In law, for example, a corporate defense lawyer working on an hourly basis may earn several times what a prosecutor or public defender earns. Formation A profession arises through the process of professionalization when any trade or occupation transforms itself through "the development of formal qualifications based upon education, apprenticeship, and examinations, the emergence of regulatory bodies with powers to admit and discipline members, and some degree of monopoly rights." Major milestones which may mark an occupation being identified as a profession include: an occupation becomes a full-time occupation the establishment of a training school the establishment of a university school the establishment of a local association the establishment of a national association of professional ethics the establishment of state licensing laws Applying these milestones to the historical sequence of development in the United States shows surveying achieving professional status first (note that George Washington, Thomas Jefferson, and Abraham Lincoln all worked as land surveyors before entering politics), followed by medicine, actuarial science, law, dentistry, civil engineering, logistics, architecture and accounting. With the rise of technology and occupational specialization in the 19th century, other bodies began to claim professional status: mechanical engineering, pharmacy, veterinary medicine, psychology, nursing, teaching, librarianship, optometry and social work, each of which could claim, using these milestones, to have become professions by 1900. Regulation Originally, any regulation of the professions was self-regulation through bodies such as the College of Physicians or the Inns of Court. With the growing role of government, statutory bodies have increasingly taken on this role, their members being appointed either by the profession or (increasingly) by the government. Proposals for the introduction or enhancement of statutory regulation may be welcomed by a profession as protecting clients and enhancing its quality and reputation, or as restricting access to the profession and hence enabling higher fees to be charged. It may be resisted as limiting the members' freedom to innovate or to practice as in their professional judgement they consider best. An example was in 2008, when the British government proposed wide statutory regulation of psychologists. The inspiration for the change was a number of problems in the psychotherapy field, but there are various kinds of psychologists including many who have no clinical role, and where the case for regulation was not so clear. Work psychology brought especial disagreement, with the British Psychological Society favoring statutory regulation of "occupational psychologists" and the Association of Business Psychologists resisting the statutory regulation of "business psychologists" – descriptions of professional activity which it may not be easy to distinguish. Besides regulating access to a profession, professional bodies may set examinations of competence and enforce adherence to an ethical code. There may be several such bodies for one profession in a single country, an example being the accountancy bodies of the United Kingdom (ACCA, CAI, CIMA, CIPFA, ICAEW and ICAS), all of which have been given a Royal Charter, although their members are not necessarily considered to hold equivalent qualifications, and which operate alongside further bodies (AAPA, IFA, CPAA). Another example of a regulatory body that governs a profession is the Hong Kong Professional Teachers Union, which governs the conduct, rights, obligations, and duties of salaried teachers working in educational institutions in Hong Kong. The engineering profession is highly regulated in some countries (Canada and USA) with a strict licensing system for Professional Engineer that controls the practice but not in others (UK) where titles and qualifications are regulated Chartered Engineer but the practice is not regulated. Typically, individuals are required by law to be qualified by a local professional body before they are permitted to practice in that profession. However, in some countries, individuals may not be required by law to be qualified by such a professional body in order to practice, as is the case for accountancy in the United Kingdom (except for auditing and insolvency work which legally require qualification by a professional body). In such cases, qualification by the professional bodies is effectively still considered a prerequisite to practice as most employers and clients stipulate that the individual hold such qualifications before hiring their services. For example, in order to become a fully qualified teaching professional in Hong Kong working in a state or government-funded school, one needs to have successfully completed a Postgraduate Diploma in Education ("PGDE") or a bachelor's degree in Education ("BEd") at an approved tertiary educational institution or university. This requirement is set out by the Educational Department Bureau of Hong Kong, which is the governmental department that governs the Hong Kong education sector. Autonomy Professions tend to be autonomous, which means they have a high degree of control of their own affairs: "professionals are autonomous insofar as they can make independent judgments about their work". This usually means "the freedom to exercise their professional judgement." However, it also has other meanings. "Professional autonomy is often described as a claim of professionals that has to serve primarily their own interests...this professional autonomy can only be maintained if members of the profession subject their activities and decisions to a critical evaluation by other members of the profession." The concept of autonomy can therefore be seen to embrace not only judgement, but also self-interest and a continuous process of critical evaluation of ethics and procedures from within the profession itself. One major implication of professional autonomy is the traditional ban on corporate practice of the professions, especially accounting, architecture, medicine, and law. This means that in many jurisdictions, these professionals cannot do business through regular for-profit corporations and raise capital rapidly through initial public offerings or flotations. Instead, if they wish to practice collectively they must form special business entities such as partnerships or professional corporations, which feature (1) reduced protection against liability for professional negligence and (2) severe limitations or outright prohibitions on ownership by non-professionals. The obvious implication of this is that all equity owners of the professional business entity must be professionals themselves. This avoids the possibility of a non-professional owner of the firm telling a professional how to do his or her job and thereby protects professional autonomy. The idea is that the only non-professional person who should be telling the professional what to do is the client; in other words, professional autonomy preserves the integrity of the two-party professional-client relationship. Above this client-professional relationship the profession requires the professional to use their autonomy to follow the rules of ethics that the profession requires. But because professional business entities are effectively locked out of the stock market, they tend to grow relatively slowly compared to public corporations. Status, prestige, and power Professions tend to have a high social status, regarded by society as highly important. This high esteem arises primarily from the higher social function of their work. The typical profession involves technical, specialized, and highly skilled work. This skill and experience is often referred to as "professional expertise." In the modern era, training for a profession involves obtaining degrees and certifications. Often, entry to the profession is barred without licensure. Learning new skills that are required as a profession evolves is called continuing education. Standards are set by states and associations. Leading professionals tend to police and protect their area of expertise and monitor the conduct of their fellow professionals through associations, national or otherwise. Professionals often exercise a dominating influence over related trades, setting guidelines and standards. Socially powerful professionals consolidate their power in organizations for specific goals. Working together, they can reduce bureaucratic entanglements and increase a profession's adaptability to the changing conditions of the world. Sociology Émile Durkheim argued that professions created a stable society by providing structure separate from the state and the military that was less inclined to create authoritarianism or anomie and could create altruism and encourage social responsibility and altruism. This functionalist perspective was extended by Parsons who considered how the function of a profession could change in responses to changes in society. Theories based on conflict theories following Marx and Weber consider how professions can act in the interest of their own group to secure social and financial benefits were espoused by Johnson (Professions and Powers, 1972) and Larson (The Rise of Professionalism, 1977). One way that a profession can derive financial benefits is limiting the supply of services. Theories based on discourse, following Mead and applying ideas of Sartre and Heidegger look at how individuals understanding of reality influence the role of professions. These viewpoints were espoused by Berger and Luckmann (The Social Construction of Reality, 1966). Esther Lucile Brown, an anthropologists, studied various professions starting the 1930s while working with Ralph Hurlin at the Russell Sage Foundation. She published Social Work as a Profession in 1935, and following this publications studying the work of engineers, nurses, medical physicians and lawyers. In 1944, the Department of Studies in the Professions was created at the Russell Sage Foundation with Brown as its head. System of professions Andrew Abbott constructed a sociological model of professions in his book The System of Professions. Abbott views professions as having jurisdiction over the right to carry out tasks with different possession vying for control of jurisdiction over tasks. A profession often possesses an expert knowledge system which is distinct from the profession itself. This abstract system is often not of direct practical use but is rather optimized for logical consistency and rationality, and to some degree acts to increase the status of the entire profession. One profession may seek control of another profession's jurisdiction by challenging it at this academic level. Abbott argues that in the 1920s the psychiatric profession tried to challenge the legal profession for control over societies response to criminal behavior. Abbott argues the formalization of a profession often serves to make a jurisdiction easier or harder to protect from other jurisdictions: general principles making it harder for other professions to gain jurisdiction over one area, clear boundaries preventing encroachment, fuzzy boundaries making it easier for one profession to take jurisdiction over other tasks. Professions may expand their jurisdiction by other means. Lay education on the part of professions as in part an attempt to expand jurisdiction by imposing a particular understanding on the world (one in which the profession has expertise). He terms this sort of jurisdiction public jurisdiction. Legal jurisdiction is a monopoly created by the state legislation, as applies to law in many nations. Characteristics There is considerable agreement about defining the characteristic features of a profession. They have a "professional association, cognitive base, institutionalized training, licensing, work autonomy, colleague control... (and) code of ethics", to which Larson then also adds, "high standards of professional and intellectual excellence," (Larson, p. 221) that "professions are occupations with special power and prestige", (Larson, p.x) and that they comprise "an exclusive elite group," (Larson, p. 20) in all societies. Members of a profession have also been defined as "workers whose qualities of detachment, autonomy, and group allegiance are more extensive than those found among other groups...their attributes include a high degree of systematic knowledge; strong community orientation and loyalty; self-regulation; and a system of rewards defined and administered by the community of workers." A profession has been further defined as: "a special type of occupation...(possessing) corporate solidarity...prolonged specialized training in a body of abstract knowledge, and a collectivity or service orientation...a vocational sub-culture which comprises implicit codes of behavior, generates an esprit de corps among members of the same profession, and ensures them certain occupational advantages...(also) bureaucratic structures and monopolistic privileges to perform certain types of work...professional literature, legislation, etc." A critical characteristic of a profession is the need to cultivate and exercise professional discretion - that is, the ability to make case by case judgements that cannot be determined by an absolute rule or instruction. See also Professional First professional degree Professional association (or body) Professional boundaries Professional class Professional degree Professional development Professional responsibility Professional ethics Professionalization Semiprofession Norwegian Centre for the Study of Professions List of occupations References Cruess, S. R., Johnston, S. & Cruess R. L. (2004). "Profession": a working definition for medical educators. Teaching and learning in Medicine,16(1): 74–76. Freidson, E. (1994). Professionalism reborn: Theory, prophecyand policy. Chicago, IL: University of Chicago Press. Gailmard, S. & Patty, J. W. (2007). Slackers and zealots: Civil service, policy discretion, and bureaucratic expertise. American Journal of Political Science, 51(4), 873–889. doi: 10.1111/j.1540-5907.2007.00286.x Gulick, L. (1937). Notes on the theory of organization. In J. Shafritz & A. Hyde (Eds.), Classics of public administration, eighth edition (pp. 105–114). Boston, Massachusetts: Cengage Learning. Howlett, M., McConnell, A., and Pearl, A. (2014). Streams and stages: Reconciling Kingdon and policy process theory. European Journal of Political Research, 54(3) 419–434. doi: 10.1111/1475-6765.12064 Lindblom, C. E. (1959). The science of "muddling through". In J. Shafritz and A. Hyde (Eds.), Classics of public administration, eighth edition, (pp. 172–182). Boston, Massachusetts: Cengage Learning. Niskanen, Jr. (1971). Bureaucracy and Representative Government. New York: Imprint Routledge. doi: 10.4324/9781315081878 Sinek, S. (2019). The Infinite Game. New York: Random House Surowiecki, J. (2005). The wisdom of crowds. New York: Random House. Taylor, F. W. (1912). The principles of scientific management. New York: Harper and Brothers. Taylor, E. B. (1878). Researches into the early history of mankind and the development of civilization. Boston: Estes and Lauriat. Further reading Abbott, A. (1998). The theory of professions. Chicago, IL: University of Chicago Press. Brint, Steven. 1994. In an Age of Experts: The Changing Roles of Professionals in Politics and Public Life. Princeton University Press. Penelope J. Corfield, Power and the Professions in Britain, 1700–1850, Routledge, London, 1995. Yves Dezalay and David Sugarman, Professional Competition and Professional Power, Routledge, 1995, . Eliot Freidson, Professional Powers: A Study of the Institutionalization of Formal Knowledge, Chicago: University of Chicago Press, 1986, . Joseph M. Jacob, Doctors and Rules: A Sociology of Professional Values, Transaction Publishers, New Brunswick and London, 1999.
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Platonic realism is the philosophical position that universals or abstract objects exist objectively and outside of human minds. It is named after the Greek philosopher Plato who applied realism to such universals, which he considered ideal forms. This stance is ambiguously also called Platonic idealism but should not be confused with idealism as presented by philosophers such as George Berkeley: as Platonic abstractions are not spatial, temporal, or mental, they are not compatible with the later idealism's emphasis on mental existence. Plato's Forms include numbers and geometrical figures, making them a theory of mathematical realism; they also include the Form of the Good, making them in addition a theory of ethical realism. Plato expounded his own articulation of realism regarding the existence of universals in his dialogue The Republic and elsewhere, notably in the Phaedo, the Phaedrus, the Meno and the Parmenides. Universals In Platonic realism, universals do not exist in the way that ordinary physical objects exist, even though Plato metaphorically referred to such objects in order to explain his concepts. More modern versions of the theory seek to avoid applying potentially misleading descriptions to universals. Instead, such versions maintain that it is meaningless (or a category mistake) to apply the categories of space and time to universals. Regardless of their description, Platonic realism holds that universals do exist in a broad, abstract sense, although not at any spatial or temporal distance from people's bodies. Thus, people cannot see or otherwise come into sensory contact with universals, but in order to conceive of universals, one must be able to conceive of these abstract forms. Theories of universals Theories of universals, including Platonic realism, are challenged to satisfy certain constraints on theories of universals. Platonic realism satisfies one of those constraints, in that it is a theory of what general terms refer to. Forms are ideal in supplying meaning to referents for general terms. That is, to understand terms such as applehood and redness, Platonic realism says that they refer to forms. Indeed, Platonism gets much of its plausibility because mentioning redness, for example, would be intuitively assumed to be referring to something that is apart from space and time, but which has many specific instances. Some contemporary linguistic philosophers construe "Platonism" to mean the proposition that universals exist independently of particulars (a universal is anything that can be predicated of a particular). Similarly, a form of modern Platonism is found in the philosophy of mathematics, especially regarding the foundations of mathematics. The Platonic interpretation of this philosophy includes the thesis that mathematics is discovered rather than created. Forms Plato's interpretation of universals is linked to his Theory of Forms in which he uses both the terms (eidos: "form") and (idea: "characteristic") to describe his theory. Forms are mind independent abstract objects or paradigms (παραδείγματα: patterns in nature) of which particular objects and the properties and relations present in them are copies. Form is inherent in the particulars and these are said to participate in the form. Classically idea has been translated (or transliterated) as "idea," but secondary literature now typically employs the term "form" (or occasionally "kind," usually in discussion of Plato's Sophist and Statesman) to avoid confusion with the English word connoting "thought". Platonic form can be illustrated by contrasting a material triangle with an ideal triangle. The Platonic form is the ideal triangle — a figure with perfectly drawn lines whose angles add to 180 degrees. Any form of triangle that we experience will be an imperfect representation of the ideal triangle. Regardless of how precise your measuring and drawing tools you will never be able to recreate this perfect shape. Even drawn to the point where our senses cannot perceive a defect, in its essence the shape will still be imperfect; forever unable to match the ideal triangle. Some versions of Platonic realism, like that of Proclus, regard Plato's forms as thoughts in the mind of God. Most consider forms not to be mental entities at all. Particulars In Platonic realism, forms are related to particulars (instances of objects and properties) in that a particular is regarded as a copy of its form. For example, a particular apple is said to be a copy of the form of applehood and the apple's redness is an instance of the form of Redness. Participation is another relationship between forms and particulars. Particulars are said to participate in the forms, and the forms are said to inhere in the particulars. According to Plato, there are some forms that are not instantiated at all, but, he contends, that does not imply that the forms could not be instantiated. Forms are capable of being instantiated by many different particulars, which would result in the forms' having many copies, or inhering many particulars. Criticism Two main criticisms with Platonic realism relate to inherence and the difficulty of creating concepts without sense perception. Despite these criticisms, realism has strong defenders. Its popularity through the centuries has been variable. Criticism of inherence Critics claim that the terms "instantiation" and "copy" are not further defined and that participation and inherence are similarly mysterious and unenlightening. They question what it means to say that the form of applehood inheres a particular apple or that the apple is a copy of the form of applehood. To the critic, it seems that the forms, not being spatial, cannot have a shape, so it cannot be that the apple is the same shape as the form. Likewise, the critic claims it is unclear what it means to say that an apple participates in applehood. Arguments refuting the inherence criticism, however, claim that a form of something spatial can lack a concrete (spatial) location and yet have in abstracto spatial qualities. An apple, then, can have the same shape as its form. Such arguments typically claim that the relationship between a particular and its form is very intelligible and easily grasped; that people unproblematically apply Platonic theory in everyday life; and that the inherence criticism is only created by the artificial demand to explain the normal understanding of inherence as if it were highly problematic. That is, the supporting argument claims that the criticism is with the mere illusion of a problem and thus could render suspect any philosophical concept. Criticism of concepts without sense-perception A criticism of forms relates to the origin of concepts without the benefit of sense-perception. For example, to think of redness in general, according to Plato, is to think of the form of redness. Critics, however, question how one can have the concept of a form existing in a special realm of the universe, apart from space and time, since such a concept cannot come from sense-perception. Although one can see an apple and its redness, the critic argues, those things merely participate in, or are copies of, the forms. Thus, they claim, to conceive of a particular apple and its redness is not to conceive of applehood or redness-in-general, so they question the source of the concept. Plato's doctrine of recollection, however, addresses such criticism by saying that souls are born with the concepts of the forms, and just have to be reminded of those concepts from back before birth, when the souls were in close contact with the forms in the Platonic heaven. Plato is thus known as one of the first rationalists, believing as he did that humans are born with a fund of a priori knowledge, to which they have access through a process of reason or intellection — a process that critics find to be rather mysterious. A more modern response to this criticism of concepts without sense-perception is the claim that the universality of its qualities is an unavoidable given because one only experiences an object by means of general concepts. So, since the critic already grasps the relation between the abstract and the concrete, he is invited to stop thinking that it implies a contradiction. The response reconciles Platonism with empiricism by contending that an abstract (i.e., not concrete) object is real and knowable by its instantiation. Since the critic has, after all, naturally understood the abstract, the response suggests merely to abandon prejudice and accept it. See also Essentialism Exaggerated realism Idea Inherence Moderate realism Philosophy of mathematics Substance theory Truth Notes References External links Platonism Theories in ancient Greek philosophy Metaphysical theories Philosophical realism Scotism
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Pepsi is a carbonated soft drink manufactured by PepsiCo. Originally created and developed in 1893 by Caleb Bradham and introduced as Brad's Drink, it was renamed as Pepsi-Cola in 1898, and then shortened to Pepsi in 1961. History Pepsi was first introduced as "Brad's Drink" in New Bern, North Carolina, United States, in 1893 by Caleb Bradham, who made it at his drugstore where the drink was sold. It was renamed Pepsi-Cola in 1898, "Pepsi" because it was advertised to relieve dyspepsia (today more commonly known as indigestion or an upset stomach) and "Cola" referring to the cola flavor. Some have also suggested that "Pepsi" may have been a reference to the drink aiding digestion like the digestive enzyme pepsin, but pepsin itself was never used as an ingredient to Pepsi-Cola. The original recipe also included sugar and vanilla. Bradham sought to create a fountain drink that was appealing and would aid in digestion and boost energy. In 1903, Bradham moved the bottling of Pepsi from his drugstore to a rented warehouse. That year, Bradham sold 7,968 gallons of syrup. The next year, Pepsi was sold in six-ounce bottles, and sales increased to 19,848 gallons. In 1909, automobile race pioneer Barney Oldfield was the first celebrity to endorse Pepsi, describing it as "A bully drink...refreshing, invigorating, a fine bracer before a race." The advertising theme "Delicious and Healthful" was then used over the next two decades. In 1923, the Pepsi-Cola Company entered bankruptcy—in large part due to financial losses incurred by speculating on the wildly fluctuating sugar prices as a result of World War I. Assets were sold and Roy C. Megargel bought the Pepsi trademark. Megargel was unsuccessful in efforts to find funding to revive the brand and soon Pepsi-Cola's assets were purchased by Charles Guth, the president of Loft, Inc. Loft was a candy manufacturer with retail stores that contained soda fountains. He sought to replace Coca-Cola at his stores' fountains after the Coca-Cola Company refused to give him additional discounts on syrup. Guth then had Loft's chemists reformulate the Pepsi-Cola syrup formula. On three occasions between 1922 and 1933, the Coca-Cola Company was offered the opportunity to purchase the Pepsi-Cola Company, which it declined on each occasion. Growth in popularity During the Great Depression, Pepsi gained popularity following the introduction in 1934 of a 12-ounce bottle. Prior to that, Pepsi and Coca-Cola sold their drinks in 6.5-ounce servings for about $0.05 a bottle. With a radio advertising campaign featuring the popular jingle "Nickel, Nickel" – first recorded by the Tune Twisters in 1940 – Pepsi encouraged price-conscious consumers to double the volume their nickels could purchase. The jingle is arranged in a way that loops, creating a never-ending tune:"Pepsi-Cola hits the spot / Twelve full ounces, that's a lot / Twice as much for a nickel, too / Pepsi-Cola is the drink for you."Coming at a time of economic crisis, the campaign succeeded in boosting Pepsi's status. From 1936 to 1938, Pepsi-Cola's profits doubled. Pepsi's success under Guth came while the Loft Candy business was faltering. Since he had initially used Loft's finances and facilities to establish the new Pepsi success, the near-bankrupt Loft Company sued Guth for possession of the Pepsi-Cola company. A long legal battle, Guth v. Loft, then ensued, with the case reaching the Delaware Supreme Court and ultimately ending in a loss for Guth. Marketing From the 1930s through the late 1950s, "Pepsi-Cola Hits The Spot" was the most commonly used slogan in the days of old-time radio, classic motion pictures and early days of television. Its jingle (conceived in the days when Pepsi cost only five cents) was used in many different forms with different lyrics. With the rise of radio, Pepsi-Cola utilized the services of a young, up-and-coming actress named Polly Bergen to promote products, oftentimes, lending her singing talents to the classic "...Hits The Spot" jingle. Film actress Joan Crawford, after marrying Pepsi-Cola president Alfred N. Steele became a spokesperson for Pepsi, appearing in commercials, television specials, and televised beauty pageants on behalf of the company. Crawford also had images of the soft drink placed prominently in several of her later films. When Steele died in 1959, Crawford was appointed to the Board of Directors of Pepsi-Cola, a position she held until 1973, although she was not a board member of the larger PepsiCo, created in 1965. Pepsi has been featured in several films, including Back to the Future (1985), Home Alone (1990), Wayne's World (1992), Fight Club (1999), and World War Z (2013). In 1992, the Pepsi Number Fever marketing campaign in the Philippines accidentally distributed 800,000 winning bottle caps for a 1 million peso grand prize, leading to riots and the deaths of five people. In 1996, PepsiCo launched the highly successful Pepsi Stuff marketing strategy. "Project Blue" was launched in several international markets outside the United States in April. The launch included extravagant publicity stunts, such as a Concorde airplane painted in blue colors (which was owned by Air France) and a banner on the Mir space station. The Project Blue design was first tested in the United States in June 1997, and was released worldwide in 1998 to celebrate Pepsi's 100th anniversary. It was at this point, the logo began to be referred to as the Pepsi Globe. In October 2008, Pepsi announced that it would redesign its logo and re-brand many of its products by early 2009. In 2009, Pepsi, Diet Pepsi, and Pepsi Max began using all lower-case fonts for name brands. The brand's blue and red globe trademark became a series of "smiles," with the central white band arcing at different angles depending on the product until 2010. Pepsi released this logo in U.S. in late 2008, and later it was released in 2009 in Canada (the first country outside of the United States for Pepsi's new logo), Brazil, Bolivia, Guatemala, Nicaragua, Honduras, El Salvador, Colombia, Argentina, Puerto Rico, Costa Rica, Panama, Chile, Dominican Republic, the Philippines, and Australia. In the rest of the world, the new logo was released in 2010. The old logo is still used in several international markets, and has been phased out most recently in France and Mexico. Niche marketing Walter Mack was named the new president of Pepsi-Cola and guided the company through the 1940s. Mack, who supported progressive causes, noticed that the company's strategy of using advertising for a general audience either ignored African Americans or used ethnic stereotypes in portraying blacks. Up until the 1940s, the full revenue potential of what was called "the Negro market" was largely ignored by white-owned manufacturers in the U.S. Mack realized that blacks were an untapped niche market and that Pepsi stood to gain market share by targeting its advertising directly towards them. To this end, he hired Hennan Smith, an advertising executive "from the Negro newspaper field" to lead an all-black sales team, which had to be cut due to the onset of World War II. In 1947, Walter Mack resumed his efforts, hiring Edward F. Boyd to lead a twelve-man team. They came up with advertising portraying black Americans in a positive light, such as one with a smiling mother holding a six pack of Pepsi while her son (a young Ron Brown, who grew up to be Secretary of Commerce) reaches up for one. Another ad campaign, titled "Leaders in Their Fields", profiled twenty prominent African Americans such as Nobel Peace Prize winner Ralph Bunche and photographer Gordon Parks. Boyd also led a sales team composed entirely of blacks around the country to promote Pepsi. Racial segregation and Jim Crow laws were still in place throughout much of the U.S.; Boyd's team faced a great deal of discrimination as a result, from insults by Pepsi co-workers to threats by the Ku Klux Klan. On the other hand, it was able to use its anti-racism stance as a selling point, attacking Coke's reluctance to hire blacks and support by the chairman of the Coca-Cola Company for segregationist governor of Georgia Herman Talmadge. As a result, Pepsi's market share as compared to Coca-Cola's shot up dramatically in the 1950s with African American soft-drink consumers three times more likely to purchase Pepsi over Coke. After the sales team visited Chicago, Pepsi's share in the city overtook that of Coke for the first time. Journalist Stephanie Capparell interviewed six men who were on the team in the late 1940s. The team members had a grueling schedule, working seven days a week, morning and night, for weeks on end. They visited bottlers, churches, ladies groups, schools, college campuses, YMCAs, community centers, insurance conventions, teacher and doctor conferences, and various civic organizations. They got famous jazzmen such as Duke Ellington and Lionel Hampton to promote Pepsi from the stage. No group was too small or too large to target for a promotion. Pepsi advertisements avoided the stereotypical images common in the major media that depicted Aunt Jemimas and Uncle Bens, whose role was to draw a smile from white customers. Instead, it portrayed black customers as self-confident middle-class citizens who showed very good taste in their soft drinks. They were economical too, as Pepsi bottles were twice the size. This focus on the market for black people caused some consternation within the company and among its affiliates. It did not want to seem focused on black customers for fear white customers would be pushed away. In a national meeting, Mack tried to assuage the 500 bottlers in attendance by pandering to them, saying "We don't want it to become known as a nigger drink." After Mack left the company in 1950, support for the black sales team faded and it was cut. Boyd was replaced in 1952 by Harvey C. Russell Jr., who was notable for his marketing campaigns towards black youth in New Orleans. These campaigns, held at locales attended largely by black children, would encourage children to collect Pepsi bottle caps, which they could then exchange for rewards. One example is Pepsi's 1954 "Pepsi Day at the Beach" event, where New Orleans children could ride rides at an amusement park in exchange for Pepsi bottle caps. By the end of the event, 125,000 bottle caps been collected. According to The Pepsi Cola World, the New Orleans campaign was a success; once people's supply of bottle caps ran out, the only way they could get more was to buy more Pepsi. Rivalry with Coca-Cola According to Consumer Reports, in the 1970s, the rivalry continued to heat up the market. Pepsi conducted blind taste tests in stores, in what was called the "Pepsi Challenge". These tests suggested that more consumers preferred the taste of Pepsi to Coca-Cola. The sales of Pepsi started to climb, and Pepsi kicked off the "Challenge" across the nation. This became known as the "Cola Wars". In 1985, the Coca-Cola Company, amid much publicity, changed its formula. The theory has been advanced that New Coke, as the reformulated drink came to be known, was invented specifically in response to the Pepsi Challenge. However, a consumer backlash led to Coca-Cola quickly reintroducing the original formula as "Coca-Cola Classic". In 1989, Billy Joel mentioned the rivalry between the two companies in the song "We Didn't Start the Fire". The line "Rock & Roller Cola Wars" refers to Pepsi and Coke's usage of various musicians in advertising campaigns. Coke used Paula Abdul, while Pepsi used Michael Jackson. Both companies then competed to get other musicians to advertise its beverages. According to Beverage Digests 2008 report on carbonated soft drinks, PepsiCo's U.S. market share is 30.8 percent, while the Coca-Cola Company's is 42.7 percent. Coca-Cola outsells Pepsi in most parts of the U.S., notable exceptions being central Appalachia, North Dakota, and Utah. In the city of Buffalo, New York, Pepsi outsells Coca-Cola by a two-to-one margin. Overall, Coca-Cola continues to outsell Pepsi in almost all areas of the world. However, exceptions include: Oman, India, Saudi Arabia, Pakistan, the Dominican Republic, Guatemala, the Canadian provinces of Quebec, Newfoundland and Labrador, Nova Scotia, and Prince Edward Island, and Northern Ontario. Pepsi had long been the drink of French-Canadians, and it continues to hold its dominance by relying on local Québécois celebrities (especially Claude Meunier, of La Petite Vie fame) to sell its product. PepsiCo introduced the Quebec slogan "here, it's Pepsi" (Ici, c'est Pepsi) in response to Coca-Cola ads proclaiming "Around the world, it's Coke" (Partout dans le monde, c'est Coke). As of 2012, Pepsi is the third most popular carbonated drink in India, with a 15% market share, behind Sprite and Thums Up. In comparison, Coca-Cola is the fourth most popular carbonated drink, occupying a mere 8.8% of the Indian market share. By most accounts, Coca-Cola was India's leading soft drink until 1977, when it left India because of the new foreign exchange laws which mandated majority shareholding in companies to be held by Indian shareholders. The Coca-Cola Company was unwilling to dilute its stake in its Indian unit as required by the Foreign Exchange Regulation Act (FERA), thus sharing its formula with an entity in which it did not have majority shareholding. In 1988, PepsiCo gained entry to India by creating a joint venture with the Punjab government-owned Punjab Agro Industrial Corporation (PAIC) and Voltas India Limited. This joint venture marketed and sold Lehar Pepsi until 1991, when the use of foreign brands was allowed; PepsiCo bought out its partners and ended the joint venture in 1994. In 1993, the Coca-Cola Company returned in pursuance of India's Liberalization policy. In Russia, Pepsi initially had a larger market share than Coke, but it was undercut once the Cold War ended. In 1972, PepsiCo struck a barter agreement with the then government of the Soviet Union, in which PepsiCo was granted exportation and Western marketing rights to Stolichnaya vodka in exchange for importation and Soviet marketing of Pepsi. This exchange led to Pepsi being the first foreign product sanctioned for sale in the Soviet Union. Reminiscent of the way that Coca-Cola became a cultural icon and its global spread spawned words like "cocacolonization", Pepsi-Cola and its relation to the Soviet system turned it into an icon. In the early 1990s, the term "Pepsi-stroika" began appearing as a pun on "perestroika", the reform policy of the Soviet Union under Mikhail Gorbachev. Critics viewed the policy as an attempt to usher in Western products in deals there with the old elites. Pepsi, as one of the first American products in the Soviet Union, became a symbol of that relationship and the Soviet policy. This was reflected in Russian author Victor Pelevin's book "Generation P". In 1992, following the dissolution of the Soviet Union, Coca-Cola was introduced to the Russian market. As it came to be associated with the new system and Pepsi with the old, Coca-Cola rapidly captured a significant market share that might otherwise have required years to achieve. By July 2005, Coca-Cola enjoyed a market share of 19.4 percent, followed by Pepsi with 13 percent. Pepsi was introduced in Romania in 1966, during the early liberalization policies of Nicolae Ceaușescu, opening up a factory at Constanța in 1967. This was done as a barter agreement similar to the one in the USSR, however, Romanian wine would be sold in the United States instead. The product quickly became popular, especially among young people, but due to the austerity measures imposed in the 1980s, the product became scarce and rare to find. Starting from 1991, PepsiCo entered the new Romanian market economy, and still maintains a bigger popularity than its competitor, Coca-Cola, introduced in Romania in 1992, despite heavy competition during the 1990s (sometime between 2000 and 2005, Pepsi overtook Coca-Cola in sales in Romania). Pepsi did not sell soft drinks in Israel until 1991. Many Israelis and some American Jewish organizations attributed Pepsi's previous reluctance to expand operations in Israel to fears of an Arab boycott. Pepsi, which has a large and lucrative business in the Arab world, denied that, saying that economic, rather than political, reasons kept it out of Israel. Pepsiman Pepsiman is an official Pepsi mascot from Pepsi's Japanese corporate branch, created sometime around the mid-1990s. Pepsiman took on three different outfits, each one representing the current style of the Pepsi can in distribution. Twelve commercials were created featuring the character. His role in the advertisements is to appear with Pepsi to thirsty people or people craving soda. Pepsiman happens to appear at just the right time with the product. After delivering the beverage, sometimes Pepsiman would encounter a difficult and action-oriented situation which would result in injury. Pepsiman is mostly silent, and he has no face except for a hole that opens up whenever he delivers a Pepsi. Another more minor mascot, Pepsiwoman, also featured in a few of her own commercials for Pepsi Twist; her appearance is basically a female Pepsiman wearing a lemon-shaped balaclava. In 1994, Sega-AM2 released the Sega Saturn version of its arcade fighting game Fighting Vipers. In this game, Pepsiman was included as a special character, with his specialty listed as being the ability to "quench one's thirst." He does not appear in any other version or sequel. In 1999, KID developed a video game for the PlayStation entitled Pepsiman. As the titular character, the player runs "on rails" (forced motion on a scrolling linear path), skateboards, rolls, and stumbles through various areas, avoiding dangers and collecting cans of Pepsi, all while trying to reach a thirsty person as in the commercials. Sports sponsorships Pepsi has official sponsorship deals with the National Football League, National Hockey League, and National Basketball Association. It was the sponsor of Major League Soccer until December 2015 and Major League Baseball until April 2017, both leagues signing deals with Coca-Cola. From 1999 to 2020, Pepsi also had the naming rights to the Pepsi Center, an indoor sports and entertainment facility in Denver, Colorado, until the venue's new naming rights were announced on October 22, 2020. In 1997, after his sponsorship with Coca-Cola ended, retired NASCAR Sprint Cup Series driver turned Fox NASCAR announcer Jeff Gordon signed a long-term contract with Pepsi, and he drives with the Pepsi logos on his car with various paint schemes for about 2 races each year, usually a darker paint scheme during nighttime races. Pepsi has remained as one of his sponsors ever since. Pepsi has also sponsored the NFL Rookie of the Year award since 2002. Pepsi has the first global sponsorship deals with the UEFA Champions League and the UEFA Women's Champions League starting in the 2015–16 season along with the sister brand, Pepsi Max and became the global sponsor of the competition. Pepsi also has sponsorship deals in international cricket teams. The Pakistani national cricket team is one of the teams that the brand sponsors. The team wears the Pepsi logo on the front of their test and ODI test match clothing. The Buffalo Bisons, an American Hockey League team, was sponsored by Pepsi-Cola in its later years; the team adopted the beverage's red, white, and blue color scheme along with a modification of the Pepsi logo (with the word "Buffalo" in place of the Pepsi-Cola wordmark). The Bisons ceased operations in 1970, making way for the Buffalo Sabres of the NHL. Pepsi also has a large partnership with the Carolina Hurricanes of the National Hockey League and are the official sponsor of the Carolina Hurricanes’ bus, the “Pepsi Caniac Coach” and the team's entertainment team, the “Canes Crew.” In 2017, Pepsi was the jersey sponsor of the Papua New Guinea national basketball team. Ingredients In the United States, Pepsi is made with carbonated water, high fructose corn syrup, caramel color, sugar, phosphoric acid, caffeine, citric acid, and natural flavors. A can of Pepsi (12 fl ounces) has 41 grams of carbohydrates (all from sugars), 30 mg of sodium, 0 grams of fat, 0 grams of protein, 38 mg of caffeine, and 150 calories. Pepsi has 10 more calories and two more grams of sugar and carbohydrates than Coca-Cola. Caffeine-Free Pepsi contains the same ingredients but without the caffeine. Variants Fictional drinks Pepsi Perfect: A vitamin-enriched Pepsi variation in special bottle shown in the movie Back to the Future Part II in scenes set in the year 2015. This was later released as a limited-edition drink. Only 6,500 bottles were available for $20.15, they have since been sold for hundreds of dollars on eBay. See also Pepsi spokespeople Pepsi Max Big One (roller coaster) Pepsi Orange Streak (roller coaster) Pepsi Python (roller coaster) Pepsi Billion Dollar Sweepstakes Mountain Dew AMP Energy Citrus Blast References Notes Bibliography Beverage World Magazine, January 1998, "Celebrating a Century of Refreshment: Pepsi — The First 100 Years" Stoddard, Bob. Pepsi-Cola – 100 Years (1997), General Publishing Group, Los Angeles, California "History & Milestones" (1996), Pepsi packet Louis, J.C. & Yazijian, Harvey Z. "The Cola Wars" (1980), Everest House, Publishers, New York External links Cola brands PepsiCo soft drinks Products introduced in 1898 Patent medicines 1893 establishments in North Carolina American companies established in 1893 Food and drink companies established in 1893 Caffeinated soft drinks
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Paul Wertico (born January 5, 1953 in Chicago, Illinois) is an American drummer. He gained recognition as a member of the Pat Metheny Group from 1983 until 2001, leaving the group to spend more time with his family and to pursue other musical interests. Music career Groups After Pat Metheny heard the Simon and Bard Group with Wertico and bassist Steve Rodby, he invited both to join his band. During his time with Metheny, Wertico played on ten albums and four videos, appeared on television, and toured around the world. He won seven Grammy Awards (for "Best Jazz Fusion Performance," "Best Contemporary Jazz Performance," and "Best Rock Instrumental Performance"), magazine polls, and received several gold records. He formed the Paul Wertico Trio with John Moulder and Eric Hochberg and collaborated with Larry Coryell, Kurt Elling, and Jeff Berlin. From 2000 to 2007, he was a member of SBB, the platinum-record-winning Polish progressive rock band. Wertico was a member of the Larry Coryell Power Trio until Coryell's death in 2017. In 2009, Wertico became a member of the jazz-rock group Marbin with Israeli musicians Danny Markovitch and Dani Rabin. The group performed as Paul Wertico's Mid-East/Mid-West Alliance and recorded an album for the Chicago Sessions label that received accolades from the Chicago Tribune, DRUM!, and Modern Drummer. Wertico formed Wertico Cain & Gray with multi-instrumentalists David Cain and Larry Gray. Their debut album Sound Portraits (2013) won Best Live Performance Album in the 13th Annual Independent Music Awards, and their fourth album Realization (2015) was nominated for Best Live Performance Album and Best Long Form Video in the 15th Annual Independent Music Awards. Appearances and other work He has worked with Frank Catalano, Eddie Harris, Lee Konitz, Dave Liebman, Sam Rivers, Bob Mintzer, Terry Gibbs, Buddy DeFranco, Roscoe Mitchell, Evan Parker, Jay McShann, Herbie Mann, Randy Brecker, Jerry Goodman, Fareed Haque and Ramsey Lewis. He played drums on Paul Winter's 1990 Grammy-nominated album, Earth: Voices of a Planet. He played on vocalist Kurt Elling's 1995 Grammy-nominated album, Close Your Eyes, as well as Elling's 1997 Grammy-nominated album, The Messenger, 1998 Grammy-nominated album, This Time It's Love, and 2003 Grammy-nominated album, Man in the Air. He hosted his own radio show, Paul Wertico's Wild World of Jazz, from 2010 to 2012. As Musical Director for the crowdsourced TV video series, Inventing the Future, Wertico was nominated for a 2012-2013 Emmy Award in the “Outstanding Achievement In Interactivity” category by The National Academy of Television Arts & Sciences, Midwest Chapter. He's the inventor of TUBZ, made by Pro-Mark, which makes the "Paul Wertico Signature Drum Stick". Teaching Wertico is very active in the field of education. In addition to teaching drums privately for 45 years, he is an Associate Professor of Jazz Studies at the Chicago College of Performing Arts of Roosevelt University in Chicago, and he also headed the school’s Jazz & Contemporary Music Studies program for five years. He served on the faculty of the percussion and jazz-studies programs at the Bienen School of Music at Northwestern University in Evanston, Illinois for 16 years, and taught at the Bloom School of Jazz in Chicago for several years. He has written educational articles for Modern Drummer, DRUM!, Drums & Drumming, Drum Tracks, and DownBeat, and for Musician.com. He serves on the advisory board of Modern Drummer, and is also one of their Pro-Panelists. Wertico served five terms on the Board of Governors of The Recording Academy Chicago Chapter the National Academy of Recording Arts and Sciences (NARAS), as well as serving on both the Advisory Board and the Education Committee of The Jazz Institute of Chicago. Wertico has performed numerous drum clinics and master classes at universities, high schools, and music stores in the U.S. and around the world, including Drummers Collective in NYC, Percussion Institute of Technology in LA, North Texas State University, and the University of Miami, as well as Musicians Institute in England, Drummers Institute in Germany, Università della Musica in Italy, Escuela de Música de Buenos Aires in Argentina, and the Rimon School of Jazz in Israel. He has been a featured clinician/soloist at numerous international drum festivals including Canada’s Cape Breton International Drum Festival and the Montréal Drum Fest, Uruguay’s Montevideo Drum Festival, the CrossDrumming International Festival of Percussive Arts in Poland, the Mendoza International Drum Festival in Argentina, the Percussion Camp International Percussion Festival in Greece, and the First International Drummers Week in Venezuela, as well as at schools and festivals in New Zealand, Chile, Mexico, Russia, Hungary, France, Sweden, Ireland, and Spain. He also performed at the 1994, 1999 & 2002 Percussive Arts Society International Conventions, the 1997 Modern Drummer Drum Festival (and appeared in videos of two of those events), and the 2005, 2013 & 2014 Chicago Drum Shows. Wertico is featured in the Drum Workshop videos, The American Dream II, The American Dream III and Masters of Resonance. He has released two instructional videos: Fine-Tuning Your Performance and Paul Wertico's Drum Philosophy—the latter (that is also available on DVD), was named “One of the best drum videos of the last 25 years” by Modern Drummer magazine. Wertico’s drum instructional book TURN THE BEAT AROUND (A Drummer’s Guide to Playing “Backbeats” on 1 & 3) was published by Alfred Music on July 7, 2017. Recordings Wertico has also released numerous recordings as co-leader: a self-titled LP, Earwax Control, and a live Earwax Control CD entitled, Number 2 Live; a self-titled LP, Spontaneous Composition; a drum/percussion duo CD (with Gregg Bendian) entitled BANG!; a double-guitar/double-drum three-CD set (with Derek Bailey, Pat Metheny and Bendian) entitled The Sign Of 4; and two piano/bass/drums trio CDs (with Laurence Hobgood and Brian Torff) entitled Union and State of the Union. Some of his latest releases include a DVD & CD by David Cain & Paul Wertico entitled Feast for the Senses; a CD by Paul Wertico & Frank Catalano entitled Topics of Conversation; a CD by Fabrizio Mocata, Gianmarco Scaglia & Paul Wertico entitled Free the Opera!; a DVD & CD by Wertico Cain & Gray entitled Sound Portraits (winner of Best Live Performance Album in the 13th Annual Independent Music Awards (2014); Wertico Cain & Gray’s second CD entitled Out in SPACE; Wertico Cain & Gray's second DVD & third CD entitled Organic Architecture; Wertico Cain & Gray's fourth CD & video release entitled Realization; Wertico Cain & Gray's fifth CD entitled Short Cuts – 40 Improvisations; Wertico Cain & Gray's sixth CD entitled AfterLive; and Wertico Cain & Gray's seventh CD & downloadable video release entitled Without Compromise. The Paul Wertico Trio also just released a new CD (celebrating the trio’s 25th anniversary) entitled First Date, and two upcoming releases, a CD entitled Dynamics In Meditation by The Gianmarco Scaglia & Paul Wertico Quartet, and a double-CD entitled Live Under Italian Skies by The Paul Wertico/John Helliwell Project, will be released in 2020. Critical reception Wertico's debut CD as a leader, The Yin and the Yout, received a four-star rating in DownBeat. His 1998 trio CD, Live in Warsaw!, received four and a half stars from DownBeat and featured guitarist John Moulder and bassist Eric Hochberg. The trio's 2000 studio recording, entitled Don't Be Scared Anymore, received reviews of "This album is like the soundtrack to the world's coolest vacation" from All About Jazz and "Jazz-rock in the truest sense" from Allmusic. Wertico's 2004 CD, StereoNucleosis, was released to extremely positive reviews. The Chicago Tribune wrote: "A brilliant release – Wertico shows a thrilling disregard for stylistic boundaries. StereoNucleosis is one of the most intelligent, creative and alluring percussion recordings of the past decade. Wertico reaffirms his position among the most restlessly inventive drummers working today." Allmusic reported: "Wertico and his players have done something wonderful and rare: they've actually created something not only different, but also truly new." LA Weekly wrote: "His recent records, such as 2000's Don't Be Scared Anymore and the new StereoNucleosis are stunning examples of the electronic, rhythmic and intellectual directions jazz could be going." Wertico's 2006 CD, Another Side, was released on the audiophile Naim Label; it was described as "a brilliant collaborative effort between these three uniquely talented musicians." His 2010 CD, Impressions of a City, featuring his band, Paul Wertico's Mid-East/Mid-West Alliance, has been described in reviews as "One of the most impressively spontaneous albums you'll find on this planet – or any other"; "Haunting and memorable…an engaging musical experiment and one that is highly unique."; "This is musical narrative at its finest. A fanfare for the common (and mechanically exploited) 21st century man and woman."; "Sometimes beautiful, other times tense or just plain spooky, Impressions of a City ought to go some way toward correcting the dubious reputation of avant-garde music."; "A wildly unpredictable journey into one man's apparently inexhaustible sonic imagination." DownBeat magazine awarded it four and a half stars, listed it as of the Best CDs of 2010, and wrote "What makes the music work is not only that Wertico is not content to just "play it straight" as a drummer but that his skills as a conceptualist/leader may even be greater. A heads-up for all budding drummers (check out Wertico's inventive pause of a solo on "My Side of the Story") who would like to hear and create music that goes beyond just keeping time." This band also released a live in concert DVD, entitled Live from SPACE, that has been reviewed by the Chicago Examiner as "More than setting tones, moods, and the stage for future, like-minded experimentation, these talented musicians have managed to also push the limits of what jazz can be, while entertaining a wider form of audience."; and thiszine.org wrote "For Wertico fans, this DVD is a must have, showcasing innovative, finely tuned jazz talent. For new fans of modern jazz, this would be a staple, and a great place to start before your journey backwards." In 2007 Wertico and Brian Peters released their CD, Ampersand, which Drummerszone.com called "Simply a musical masterpiece" and Classic Drummer described as "one of the most ambitious records ever released. Recorded over a period of four years, it documents a completely new approach to combine elements of both rock and jazz music while resulting in a very listenable and captivating final product." That same year he released Jazz Impressions 1 with pianist Silvano Monasterios and bassist Mark Egan. Chicago Jazz wrote: "From the first note of Jazz Impressions 1, you know you're in for something interesting and different. What these three do with that format, however, is nothing short of breathtaking." Awards and honors Seven Grammy Awards with the Pat Metheny Group Chicagoan of the Year, Chicago Tribune, 2004 Fusion Drummer of the Year, DRUM! magazine readers' poll, 1997 Lifetime Achievement Award, Cape Breton International Drum Festival, 2010 Lifetime Achievement Award, Montréal Drum Fest, 2010 Emmy Award nomination, Outstanding Achievement in Interactivity, Inventing the Future, 2012–2013 Best Live Performance Album, Sound Portraits, Independent Music Awards, 2014 Independent Music Awards nominations, Best Live Performance Album and Best Long Form Video, Realization, 2016 Discography As leader Spontaneous Composition (Spoco, 1981) Earwax Control (Depot, 1984) The Yin and the Yout (Intuition, 1993) 2 LIVE (Naim, 1994) BANG! (Truemedia, 1996) Union (Naim, 1997) The Sign of 4 (Knitting Factory Works, 1997) Live in Warsaw! (Igmod, 1998) State of the Union (Naim, 1999) Don't Be Scared Anymore (Premonition, 2000) Live 1994 (AA, 2003) StereoNucleosis (A440 Music, 2004) Another Side (Naim, 2006) Ampersand (Rat Howl, 2007) Jazz Impressions (Dogleg Music, 2007) Impressions of a City (Chicago Sessions, 2009) Feast for the Senses (UMEDIA Studios, 2012) Topics of Conversation (Blue Sky Fable, 2013) Free The Opera! (RAM, 2013) Sound Portraits (UMEDIA Studios, 2013) Out in SPACE (UMEDIA Studios, 2013) Organic Architecture (UMEDIA Studios, 2014) Realization (UMEDIA Studios, 2015) Short Cuts - 40 Improvisations (UMEDIA Studios, 2016) AfterLive (UMEDIA Studios, 2017) First Date (GAD, 2019) Without Compromise (UMEDIA Studios, 2019) Dynamics In Meditation (Challenge Records, 2020) Live Under Italian Skies (RAM Records, 2020) References External links Official site Paul Wertico on Drummerworld.com Paul Wertico on AllAboutJazz.com Paul Wertico Roosevelt University Faculty Profile Paul Wertico Interview NAMM Oral History Library, April 18, 2004 1953 births Living people Musicians from Chicago American jazz drummers Pat Metheny Group members 20th-century American drummers American male drummers Jazz musicians from Illinois 20th-century American male musicians American male jazz musicians
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The Pentium is a microprocessor that was introduced by Intel on March 22, 1993, as the first CPU in the Pentium brand. It was instruction set compatible with the 80486 but was a new and very different microarchitecture design. The P5 Pentium was the first superscalar x86 microarchitecture and the world's first superscalar microprocessor to be in mass production. It included dual integer pipelines, a faster floating-point unit, wider data bus, separate code and data caches, and many other techniques and features to enhance performance and support security, encryption, and multiprocessing, for workstations and servers. Considered the fifth main generation in the 8086 compatible line of processors, its implementation and microarchitecture was called P5. As with all new processors from Intel since the Pentium, some new instructions were added to enhance performance for specific types of workloads. The Pentium was the first Intel x86 to build in robust hardware support for multiprocessing similar to that of large IBM mainframe computers. Intel worked closely with IBM to define this ability and then Intel designed it into the P5 microarchitecture. This new ability was absent in prior x86 generations and x86 copies from competitors. To realize its greatest potential, compilers had to be optimized to exploit the instruction level parallelism provided by the new superscalar dual pipelines and applications needed to be recompiled. Intel spent substantial effort and resources working with development tool vendors, and major independent software vendor (ISV) and operating system (OS) companies to optimize their products for Pentium before product launch. In October 1996, the similar Pentium MMX was introduced, complementing the same basic microarchitecture with the MMX instruction set, larger caches, and some other enhancements. Competitors included the Motorola 68040, Motorola 68060, PowerPC 601, and the SPARC, MIPS, Alpha families, most of which also used a superscalar in-order dual instruction pipeline configuration at some time. Intel discontinued the P5 Pentium processors (sold as a cheaper product since the release of the Pentium II in 1997) in early 2000 in favor of the Celeron processor, which had also replaced the 80486 brand. Development The P5 microarchitecture was designed by the same Santa Clara team which designed the 386 and 486. Design work started in 1989; the team decided to use a superscalar architecture, with on-chip cache, floating-point, and branch prediction. The preliminary design was first successfully simulated in 1990, followed by the laying-out of the design. By this time, the team had several dozen engineers. The design was taped out, or transferred to silicon, in April 1992, at which point beta-testing began. By mid-1992, the P5 team had 200 engineers. Intel at first planned to demonstrate the P5 in June 1992 at the trade show PC Expo, and to formally announce the processor in September 1992, but design problems forced the demo to be cancelled, and the official introduction of the chip was delayed until the spring of 1993. John H. Crawford, chief architect of the original 386, co-managed the design of the P5, along with Donald Alpert, who managed the architectural team. Dror Avnon managed the design of the FPU. Vinod K. Dham was general manager of the P5 group. Intel's Larrabee multicore architecture project uses a processor core derived from a P5 core (P54C), augmented by multithreading, 64-bit instructions, and a 16-wide vector processing unit. Intel's low-powered Bonnell microarchitecture employed in early Atom processor cores also uses an in-order dual pipeline similar to P5. Intel used the Pentium name instead of 80586, because it discovered that numbers cannot be trademarked. Improvements over the i486 The P5 microarchitecture brings several important advances over the prior i486 architecture. Performance: Superscalar architecture – The Pentium has two datapaths (pipelines) that allow it to complete two instructions per clock cycle in many cases. The main pipe (U) can handle any instruction, while the other (V) can handle the most common simple instructions. Some reduced instruction set computer (RISC) proponents had argued that the "complicated" x86 instruction set would probably never be implemented by a tightly pipelined microarchitecture, much less by a dual-pipeline design. The 486 and the Pentium demonstrated that this was indeed possible and feasible. 64-bit external databus doubles the amount of information possible to read or write on each memory access and therefore allows the Pentium to load its code cache faster than the 80486; it also allows faster access and storage of 64-bit and 80-bit x87 FPU data. Separation of code and data caches lessens the fetch and operand read/write conflicts compared to the 486. To reduce access time and implementation cost, both of them are 2-way associative, instead of the single 4-way cache of the 486. A related enhancement in the Pentium is the ability to read a contiguous block from the code cache even when it is split between two cache lines (at least 17 bytes in worst case). Much faster floating-point unit. Some instructions showed an enormous improvement, most notably FMUL, with up to 15 times higher throughput than in the 80486 FPU. The Pentium is also able to execute a FXCH ST(x) instruction in parallel with an ordinary (arithmetical or load/store) FPU instruction. Four-input address adders enables the Pentium to further reduce the address calculation latency compared to the 80486. The Pentium can calculate full addressing modes with segment-base + base-register + scaled register + immediate offset in a single cycle; the 486 has a three-input address adder only, and must therefore divide such calculations between two cycles. The microcode can employ both pipelines to enable auto-repeating instructions such as REP MOVSW perform one iteration every clock cycle, while the 80486 needed three clocks per iteration (and the earliest x86 chips significantly more than the 486). Also, optimization of the access to the first microcode words during the decode stages helps in making several frequent instructions execute significantly more quickly, especially in their most common forms and in typical cases. Some examples are (486→Pentium, in clock cycles): CALL (3→1), RET (5→2), shifts/rotates (2–3→1). A faster, fully hardware-based multiplier makes instructions such as MUL and IMUL several times faster (and more predictable) than in the 80486; the execution time is reduced from 13 to 42 clock cycles down to 10–11 for 32-bit operands. Virtualized interrupt to speed up virtual 8086 mode. Branch prediction Other features: Enhanced debug features with the introduction of the Processor-based debug port (see Pentium Processor Debugging in the Developers Manual, Vol 1). Enhanced self-test features like the L1 cache parity check (see Cache Structure in the Developers Manual, Vol 1). New instructions: CPUID, CMPXCHG8B, RDTSC, RDMSR, WRMSR, RSM. Test registers TR0–TR7 and MOV instructions for access to them were eliminated. The later Pentium MMX also added the MMX instruction set, a basic integer single instruction, multiple data (SIMD) instruction set extension marketed for use in multimedia applications. MMX could not be used simultaneously with the x87 FPU instructions because the registers were reused (to allow fast context switches). More important enhancements were the doubling of the instruction and data cache sizes and a few microarchitectural changes for better performance. The Pentium was designed to execute over 100 million instructions per second (MIPS), and the 75 MHz model was able to reach 126.5 MIPS in certain benchmarks. The Pentium architecture typically offered just under twice the performance of a 486 processor per clock cycle in common benchmarks. The fastest 80486 parts (with slightly improved microarchitecture and 100 MHz operation) were almost as powerful as the first-generation Pentiums, and the AMD Am5x86 was roughly equal to the Pentium 75 regarding pure ALU performance. Errata The early versions of 60–100 MHz P5 Pentiums had a problem in the floating-point unit that resulted in incorrect (but predictable) results from some division operations. This flaw, discovered in 1994 by professor Thomas Nicely at Lynchburg College, Virginia, became widely known as the Pentium FDIV bug and caused embarrassment for Intel, which created an exchange program to replace the faulty processors. In 1997, another erratum was discovered that could allow a malicious program to crash a system without any special privileges, the "F00F bug". All P5 series processors were affected and no fixed steppings were ever released, however contemporary operating systems were patched with workarounds to prevent crashes. Cores and steppings The Pentium was Intel's primary microprocessor for personal computers during the mid-1990s. The original design was reimplemented in newer processes and new features were added to maintain its competitiveness, and to address specific markets such as portable computers. As a result, there were several variants of the P5 microarchitecture. P5 The first Pentium microprocessor core was code-named "P5". Its product code was 80501 (80500 for the earliest steppings Q0399). There were two versions, specified to operate at 60 MHz and 66 MHz respectively, using Socket 4. This first implementation of the Pentium used a traditional 5-volt power supply (descended from the usual transistor-transistor logic (TTL) compatibility requirements). It contained 3.1 million transistors and measured 16.7 mm by 17.6 mm for an area of 293.92 mm2. It was fabricated in a 0.8 μm bipolar complementary metal–oxide–semiconductor (BiCMOS) process. The 5-volt design resulted in relatively high energy consumption for its operating frequency when compared to the directly following models. P54C The P5 was followed by the P54C (80502) in 1994, with versions specified to operate at 75, 90, or 100 MHz using a 3.3 volt power supply. Marking the switch to Socket 5, this was the first Pentium processor to operate at 3.3 volts, reducing energy consumption, but necessitating voltage regulation on mainboards. As with higher-clocked 486 processors, an internal clock multiplier was employed from here on to let the internal circuitry work at a higher frequency than the external address and data buses, as it is more complicated and cumbersome to increase the external frequency, due to physical constraints. It also allowed two-way multiprocessing, and had an integrated local APIC and new power management features. It contained 3.3 million transistors and measured 163 mm2. It was fabricated in a BiCMOS process which has been described as both 0.5 μm and 0.6 μm due to differing definitions. P54CQS The P54C was followed by the P54CQS in early 1995, which operated at 120 MHz. It was fabricated in a 0.35 μm BiCMOS process and was the first commercial microprocessor to be fabricated in a 0.35 μm process. Its transistor count is identical to the P54C and, despite the newer process, it had an identical die area as well. The chip was connected to the package using wire bonding, which only allows connections along the edges of the chip. A smaller chip would have required a redesign of the package, as there is a limit on the length of the wires and the edges of the chip would be further away from the pads on the package. The solution was to keep the chip the same size, retain the existing pad-ring, and only reduce the size of the Pentium's logic circuitry to enable it to achieve higher clock frequencies. P54CS The P54CQS was quickly followed by the P54CS, which operated at 133, 150, 166 and 200 MHz, and introduced Socket 7. It contained 3.3 million transistors, measured 90 mm2 and was fabricated in a 0.35 μm BiCMOS process with four levels of interconnect. P24T The P24T Pentium OverDrive for 486 systems were released in 1995, which were based on 3.3 V 0.6 μm versions using a 63 or 83 MHz clock. Since these used Socket 2/3, some modifications had to be made to compensate for the 32-bit data bus and slower on-board L2 cache of 486 motherboards. They were therefore equipped with a 32 KB L1 cache (double that of pre-P55C Pentium CPUs). P55C The P55C (or 80503) was developed by Intel's Research & Development Center in Haifa, Israel. It was sold as Pentium with MMX Technology (usually just called Pentium MMX); although it was based on the P5 core, it featured a new set of 57 "MMX" instructions intended to improve performance on multimedia tasks, such as encoding and decoding digital media data. The Pentium MMX line was introduced on October 22, 1996, and released in January 1997. The new instructions worked on new data types: 64-bit packed vectors of either eight 8-bit integers, four 16-bit integers, two 32-bit integers, or one 64-bit integer. So, for example, the PADDUSB (Packed ADD Unsigned Saturated Byte) instruction adds two vectors, each containing eight 8-bit unsigned integers together, elementwise; each addition that would overflow saturates, yielding 255, the maximal unsigned value that can be represented in a byte. These rather specialized instructions generally require special coding by the programmer for them to be used. Other changes to the core include a 6-stage pipeline (vs. 5 on P5) with a return stack (first done on Cyrix 6x86) and better parallelism, an improved instruction decoder, 16KB L1 data cache + 16KB L1 instruction cache with Both 4-way associativity (vs. 8KB L1 Data/instruction with 2-way on P5), 4 write buffers that could now be used by either pipeline (vs. one corresponding to each pipeline on P5) and an improved branch predictor taken from the Pentium Pro, with a 512-entry buffer (vs. 256 on P5). It contained 4.5 million transistors and had an area of 140 mm2. It was fabricated in a 0.28 μm CMOS process with the same metal pitches as the previous 0.35 μm BiCMOS process, so Intel described it as "0.35 μm" because of its similar transistor density. The process has four levels of interconnect. While the P55C remained compatible with Socket 7, the voltage requirements for powering the chip differ from the standard Socket 7 specifications. Most motherboards manufactured for Socket 7 before the establishment of the P55C standard are not compliant with the dual voltage rail required for proper operation of this CPU (2.8 volt core voltage, 3.3 volt input/output (I/O) voltage). Intel addressed the issue with OverDrive upgrade kits that featured an interposer with its own voltage regulation. Tillamook Pentium MMX notebook CPUs used a mobile module that held the CPU. This module was a printed circuit board (PCB) with the CPU directly attached to it in a smaller form factor. The module snapped to the notebook motherboard, and typically a heat spreader was installed and made contact with the module. However, with the 0.25 μm Tillamook Mobile Pentium MMX (named after a city in Oregon), the module also held the 430TX chipset along with the system's 512 KB static random-access memory (SRAM) cache memory. Models and variants Competitors After the introduction of the Pentium, competitors such as NexGen, AMD, Cyrix, and Texas Instruments announced Pentium-compatible processors in 1994. CIO magazine identified NexGen's Nx586 as the first Pentium-compatible CPU, while PC Magazine described the Cyrix 6x86 as the first. These were followed by the AMD K5, which was delayed due to design difficulties. AMD later bought NexGen to help design the AMD K6, and Cyrix was bought by National Semiconductor. Later processors from AMD and Intel retain compatibility with the original Pentium. See also List of Intel CPU microarchitectures List of Intel Pentium microprocessors Cache on a stick (COASt), L2 cache modules for Pentium IA-32 instruction set architecture (ISA) Intel 82497 cache controller Competitors AMD K5, AMD K6 Cyrix 6x86 WinChip C6 NexGen Nx586 Rise mP6 References External links CPU-Collection.de - Intel Pentium images and descriptions Plasma Online Intel CPU Identification The Pentium Timeline Project The Pentium Timeline Project maps oldest and youngest chip known of every s-spec made. Data are shown in an interactive timeline. Intel datasheets Pentium (P5) Pentium (P54) Pentium MMX (P55C) Mobile Pentium MMX (P55C) Mobile Pentium MMX (Tillamook) Intel manuals These official manuals provide an overview of the Pentium processor and its features: Pentium Processor Family Developer's Manual Pentium Processor (Volume 1) (Intel order number 241428) Pentium Processor Family Developer's Manual Volume 2: Instruction Set Reference (Intel order number 243191) Pentium Processor Family Developer's Manual Volume 3: Architecture and Programming Manual (Intel order number 241430) Computer-related introductions in 1993 Intel x86 microprocessors Intel microarchitectures Superscalar microprocessors 32-bit microprocessors
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Precession is a change in the orientation of the rotational axis of a rotating body. In an appropriate reference frame it can be defined as a change in the first Euler angle, whereas the third Euler angle defines the rotation itself. In other words, if the axis of rotation of a body is itself rotating about a second axis, that body is said to be precessing about the second axis. A motion in which the second Euler angle changes is called nutation. In physics, there are two types of precession: torque-free and torque-induced. In astronomy, precession refers to any of several slow changes in an astronomical body's rotational or orbital parameters. An important example is the steady change in the orientation of the axis of rotation of the Earth, known as the precession of the equinoxes. Torque-free Torque-free precession implies that no external moment (torque) is applied to the body. In torque-free precession, the angular momentum is a constant, but the angular velocity vector changes orientation with time. What makes this possible is a time-varying moment of inertia, or more precisely, a time-varying inertia matrix. The inertia matrix is composed of the moments of inertia of a body calculated with respect to separate coordinate axes (e.g. , , ). If an object is asymmetric about its principal axis of rotation, the moment of inertia with respect to each coordinate direction will change with time, while preserving angular momentum. The result is that the component of the angular velocities of the body about each axis will vary inversely with each axis' moment of inertia. The torque-free precession rate of an object with an axis of symmetry, such as a disk, spinning about an axis not aligned with that axis of symmetry can be calculated as follows: where is the precession rate, is the spin rate about the axis of symmetry, is the moment of inertia about the axis of symmetry, is moment of inertia about either of the other two equal perpendicular principal axes, and is the angle between the moment of inertia direction and the symmetry axis. When an object is not perfectly solid, internal vortices will tend to damp torque-free precession, and the rotation axis will align itself with one of the inertia axes of the body. For a generic solid object without any axis of symmetry, the evolution of the object's orientation, represented (for example) by a rotation matrix that transforms internal to external coordinates, may be numerically simulated. Given the object's fixed internal moment of inertia tensor and fixed external angular momentum , the instantaneous angular velocity is Precession occurs by repeatedly recalculating and applying a small rotation vector for the short time ; e.g.: for the skew-symmetric matrix . The errors induced by finite time steps tend to increase the rotational kinetic energy: this unphysical tendency can be counteracted by repeatedly applying a small rotation vector perpendicular to both and , noting that Torque-induced Torque-induced precession (gyroscopic precession) is the phenomenon in which the axis of a spinning object (e.g., a gyroscope) describes a cone in space when an external torque is applied to it. The phenomenon is commonly seen in a spinning toy top, but all rotating objects can undergo precession. If the speed of the rotation and the magnitude of the external torque are constant, the spin axis will move at right angles to the direction that would intuitively result from the external torque. In the case of a toy top, its weight is acting downwards from its center of mass and the normal force (reaction) of the ground is pushing up on it at the point of contact with the support. These two opposite forces produce a torque which causes the top to precess. The device depicted on the right (or above on mobile devices) is gimbal mounted. From inside to outside there are three axes of rotation: the hub of the wheel, the gimbal axis, and the vertical pivot. To distinguish between the two horizontal axes, rotation around the wheel hub will be called spinning, and rotation around the gimbal axis will be called pitching. Rotation around the vertical pivot axis is called rotation. First, imagine that the entire device is rotating around the (vertical) pivot axis. Then, spinning of the wheel (around the wheelhub) is added. Imagine the gimbal axis to be locked, so that the wheel cannot pitch. The gimbal axis has sensors, that measure whether there is a torque around the gimbal axis. In the picture, a section of the wheel has been named . At the depicted moment in time, section is at the perimeter of the rotating motion around the (vertical) pivot axis. Section , therefore, has a lot of angular rotating velocity with respect to the rotation around the pivot axis, and as is forced closer to the pivot axis of the rotation (by the wheel spinning further), because of the Coriolis effect, with respect to the vertical pivot axis, tends to move in the direction of the top-left arrow in the diagram (shown at 45°) in the direction of rotation around the pivot axis. Section of the wheel is moving away from the pivot axis, and so a force (again, a Coriolis force) acts in the same direction as in the case of . Note that both arrows point in the same direction. The same reasoning applies for the bottom half of the wheel, but there the arrows point in the opposite direction to that of the top arrows. Combined over the entire wheel, there is a torque around the gimbal axis when some spinning is added to rotation around a vertical axis. It is important to note that the torque around the gimbal axis arises without any delay; the response is instantaneous. In the discussion above, the setup was kept unchanging by preventing pitching around the gimbal axis. In the case of a spinning toy top, when the spinning top starts tilting, gravity exerts a torque. However, instead of rolling over, the spinning top just pitches a little. This pitching motion reorients the spinning top with respect to the torque that is being exerted. The result is that the torque exerted by gravity – via the pitching motion – elicits gyroscopic precession (which in turn yields a counter torque against the gravity torque) rather than causing the spinning top to fall to its side. Precession or gyroscopic considerations have an effect on bicycle performance at high speed. Precession is also the mechanism behind gyrocompasses. Classical (Newtonian) Precession is the change of angular velocity and angular momentum produced by a torque. The general equation that relates the torque to the rate of change of angular momentum is: where and are the torque and angular momentum vectors respectively. Due to the way the torque vectors are defined, it is a vector that is perpendicular to the plane of the forces that create it. Thus it may be seen that the angular momentum vector will change perpendicular to those forces. Depending on how the forces are created, they will often rotate with the angular momentum vector, and then circular precession is created. Under these circumstances the angular velocity of precession is given by: where is the moment of inertia, is the angular velocity of spin about the spin axis, is the mass, is the acceleration due to gravity, is the angle between the spin axis and the axis of precession and is the distance between the center of mass and the pivot. The torque vector originates at the center of mass. Using , we find that the period of precession is given by: Where is the moment of inertia, is the period of spin about the spin axis, and is the torque. In general, the problem is more complicated than this, however. Discussion There is an easy way to understand why gyroscopic precession occurs without using any mathematics. The behavior of a spinning object simply obeys laws of inertia by resisting any change in direction. A spinning object possesses a property known as rigidity in space, meaning the spin axis resists any change in orientation. It is the inertia of matter comprising the object as it resists any change in direction that provides this property. Of course, the direction this matter travels constantly changes as the object spins, but any further change in direction is resisted. If a force is applied to the surface of a spinning disc, for example, matter experiences no change in direction at the place the force was applied (or 180 degrees from that place). But 90 degrees before and 90 degrees after that place, matter is forced to change direction. This causes the object to behave as if the force was applied at those places instead. When a force is applied to anything, the object exerts an equal force back but in the opposite direction. Since no actual force was applied 90 degrees before or after, nothing prevents the reaction from taking place, and the object causes itself to move in response. A good way to visualize why this happens is to imagine the spinning object to be a large hollow doughnut filled with water, as described in the book Thinking Physics by Lewis Epstein. The doughnut is held still while water circulates inside it. As the force is applied, the water inside is caused to change direction 90 degrees before and after that point. The water then exerts its own force against the inner wall of the doughnut and causes the doughnut to rotate as if the force was applied 90 degrees ahead in the direction of rotation. Epstein exaggerates the vertical and horizontal motion of the water by changing the shape of the doughnut from round to square with rounded corners. Now imagine the object to be a spinning bicycle wheel, held at both ends of its axle in the hands of a subject. The wheel is spinning clock-wise as seen from a viewer to the subject's right. Clock positions on the wheel are given relative to this viewer. As the wheel spins, the molecules comprising it are traveling exactly horizontal and to the right the instant they pass the 12-o'clock position. They then travel vertically downward the instant they pass 3 o'clock, horizontally to the left at 6 o'clock, vertically upward at 9 o’clock and horizontally to the right again at 12 o'clock. Between these positions, each molecule travels components of these directions. Now imagine the viewer applying a force to the rim of the wheel at 12 o’clock. For this example's sake, imagine the wheel tilting over when this force is applied; it tilts to the left as seen from the subject holding it at its axle. As the wheel tilts to its new position, molecules at 12 o’clock (where the force was applied) as well as those at 6 o’clock, still travel horizontally; their direction did not change as the wheel was tilting. Nor is their direction different after the wheel settles in its new position; they still move horizontally the instant they pass 12 and 6 o’clock. But, molecules passing 3 and 9 o’clock were forced to change direction. Those at 3 o’clock were forced to change from moving straight downward, to downward and to the right as viewed from the subject holding the wheel. Molecules passing 9 o’clock were forced to change from moving straight upward, to upward and to the left. This change in direction is resisted by the inertia of those molecules. And when they experience this change in direction, they exert an equal and opposite force in response at those locations - 3 and 9 o'clock. At 3 o’clock, where they were forced to change from moving straight down to downward and to the right, they exert their own equal and opposite reactive force to the left. At 9 o’clock, they exert their own reactive force to the right, as viewed from the subject holding the wheel. This makes the wheel as a whole react by momentarily rotating counter-clockwise as viewed from directly above. Thus, as the force was applied at 12 o’clock, the wheel behaved as if that force was applied at 3 o’clock, which is 90 degrees ahead in the direction of spin. Or, you can say it behaved as if a force from the opposite direction was applied at 9 o'clock, 90 degrees prior to the direction of spin. In summary, when you apply a force to a spinning object to change the direction of its spin axis, you are not changing the direction of the matter comprising the object at the place you applied the force (nor at 180 degrees from it); matter experiences zero change in direction at those places. Matter experiences the maximum change in direction 90 degrees before and 90 degrees beyond that place, and lesser amounts closer to it. The equal and opposite reaction that occurs 90 degrees before and after then causes the object to behave as it does. The effect is dramatically felt on motorcycles. A motorcycle will suddenly lean and turn in the opposite direction the handle bars are turned. Gyro precession causes another phenomenon for spinning objects such as the bicycle wheel in this scenario. If the subject holding the wheel removes a hand from one end of its axle, the wheel will not topple over, but will remain upright, supported at just the other end. However, it will immediately take on an additional motion; it will begin to rotate about a vertical axis, pivoting at the point of support as it continues spinning. If you allowed the wheel to continue rotating, you would have to turn your body in the same direction as the wheel rotated. If the wheel was not spinning, it would obviously topple over and fall when one hand is removed. The initial action of the wheel beginning to topple over is equivalent to applying a force to it at 12 o'clock in the direction toward the unsupported side (or a force at 6 o’clock toward the supported side). When the wheel is spinning, the sudden lack of support at one end of its axle is equivalent to this same force. So, instead of toppling over, the wheel behaves as if a continuous force is being applied to it at 3 or 9 o’clock, depending on the direction of spin and which hand was removed. This causes the wheel to begin pivoting at the one supported end of its axle while remaining upright. Although it pivots at that point, it does so only because it is supported there; the actual axis of precessional rotation is located vertically through the wheel, passing through its center of mass. Also, this explanation does not account for the effect of variation in the speed of the spinning object; it only illustrates how the spin axis behaves due to precession. More correctly, the object behaves according to the balance of all forces based on the magnitude of the applied force, mass and rotational speed of the object. Once it is visualized why the wheel remains upright and rotates, it can easily be seen why the axis of a spinning top slowly rotates while the top spins as shown in the illustration on this page. A top behaves exactly like the bicycle wheel due to the force of gravity pulling downward. The point of contact with the surface it spins on is equivalent to the end of the axle the wheel is supported at. As the top's spin slows, the reactive force that keeps it upright due to inertia is overcome by gravity. Once the reason for gyro precession is visualized, the mathematical formulas start to make sense. Relativistic (Einsteinian) The special and general theories of relativity give three types of corrections to the Newtonian precession, of a gyroscope near a large mass such as Earth, described above. They are: Thomas precession, a special-relativistic correction accounting for an object (such as a gyroscope) being accelerated along a curved path. de Sitter precession, a general-relativistic correction accounting for the Schwarzschild metric of curved space near a large non-rotating mass. Lense–Thirring precession, a general-relativistic correction accounting for the frame dragging by the Kerr metric of curved space near a large rotating mass. Astronomy In astronomy, precession refers to any of several gravity-induced, slow and continuous changes in an astronomical body's rotational axis or orbital path. Precession of the equinoxes, perihelion precession, changes in the tilt of Earth's axis to its orbit, and the eccentricity of its orbit over tens of thousands of years are all important parts of the astronomical theory of ice ages. (See Milankovitch cycles.) Axial precession (precession of the equinoxes) Axial precession is the movement of the rotational axis of an astronomical body, whereby the axis slowly traces out a cone. In the case of Earth, this type of precession is also known as the precession of the equinoxes, lunisolar precession, or precession of the equator. Earth goes through one such complete precessional cycle in a period of approximately 26,000 years or 1° every 72 years, during which the positions of stars will slowly change in both equatorial coordinates and ecliptic longitude. Over this cycle, Earth's north axial pole moves from where it is now, within 1° of Polaris, in a circle around the ecliptic pole, with an angular radius of about 23.5°. The ancient Greek astronomer Hipparchus (c. 190–120 BC) is generally accepted to be the earliest known astronomer to recognize and assess the precession of the equinoxes at about 1° per century (which is not far from the actual value for antiquity, 1.38°), although there is some minor dispute about whether he was. In ancient China, the Jin-dynasty scholar-official Yu Xi (fl. 307–345 AD) made a similar discovery centuries later, noting that the position of the Sun during the winter solstice had drifted roughly one degree over the course of fifty years relative to the position of the stars. The precession of Earth's axis was later explained by Newtonian physics. Being an oblate spheroid, Earth has a non-spherical shape, bulging outward at the equator. The gravitational tidal forces of the Moon and Sun apply torque to the equator, attempting to pull the equatorial bulge into the plane of the ecliptic, but instead causing it to precess. The torque exerted by the planets, particularly Jupiter, also plays a role. Apsidal precession The orbits of planets around the Sun do not really follow an identical ellipse each time, but actually trace out a flower-petal shape because the major axis of each planet's elliptical orbit also precesses within its orbital plane, partly in response to perturbations in the form of the changing gravitational forces exerted by other planets. This is called perihelion precession or apsidal precession. In the adjunct image, Earth's apsidal precession is illustrated. As the Earth travels around the Sun, its elliptical orbit rotates gradually over time. The eccentricity of its ellipse and the precession rate of its orbit are exaggerated for visualization. Most orbits in the Solar System have a much smaller eccentricity and precess at a much slower rate, making them nearly circular and nearly stationary. Discrepancies between the observed perihelion precession rate of the planet Mercury and that predicted by classical mechanics were prominent among the forms of experimental evidence leading to the acceptance of Einstein's Theory of Relativity (in particular, his General Theory of Relativity), which accurately predicted the anomalies. Deviating from Newton's law, Einstein's theory of gravitation predicts an extra term of , which accurately gives the observed excess turning rate of 43″ every 100 years. The gravitational forces due to the Sun and the Moon induce the precession in the terrestrial orbit. This precession is the major cause of the climate oscillation on the Earth having a period of 19,000 to 23,000 years. It follows that the changes in Earth's orbital parameters (e.g., orbital inclination, the angle between Earth's rotation axis and its plane of orbit) are important for the study of Earth's climate, in particular for the study of past ice ages. Nodal precession Orbital nodes also precess over time. See also Larmor precession Nutation Polar motion Precession (mechanical) Precession as a form of parallel transport References External links Explanation and derivation of formula for precession of a top Precession and the Milankovich theory From Stargazers to Starships Earth Dynamics (mechanics)
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The Persian Gulf (, ) is a mediterranean sea in Western Asia. The body of water is an extension of the Indian Ocean located between Iran and the Arabian Peninsula. It is connected to the Gulf of Oman in the east by the Strait of Hormuz. The Shatt al-Arab river delta forms the northwest shoreline. The Persian Gulf has many fishing grounds, extensive reefs (mostly rocky, but also coral), and abundant pearl oysters, but its ecology has been damaged by industrialization and oil spills. The Persian Gulf is in the Persian Gulf Basin, which is of Cenozoic origin and related to the subduction of the Arabian Plate under the Zagros Mountains. The current flooding of the basin started 15,000 years ago due to rising sea levels of the Holocene glacial retreat. Geography The International Hydrographic Organization defines the Persian Gulf's southern limit as "The Northwestern limit of Gulf of Oman". This limit is defined as "A line joining Ràs Limah (25°57'N) on the coast of Arabia and Ràs al Kuh (25°48'N) on the coast of Iran (Persia)". This inland sea of some is connected to the Gulf of Oman in the east by the Strait of Hormuz; and its western end is marked by the major river delta of the Shatt al-Arab, which carries the waters of the Euphrates and the Tigris. In Iran, this is called "Arvand Rood", where "Rood" means "river". Its length is , with Iran covering most of the northern coast and Saudi Arabia most of the southern coast. The Persian Gulf is about wide at its narrowest, in the Strait of Hormuz. Overall, the waters are very shallow, with a maximum depth of and an average depth of . Countries with a coastline on the Persian Gulf are (clockwise, from north): Iran; Oman's Musandam exclave; the United Arab Emirates; Saudi Arabia; Qatar, on a peninsula off the Saudi coast; Bahrain, an island nation; Kuwait; and Iraq in the northwest. Various small islands also lie within the Persian Gulf, some of which are the subject of territorial disputes between the states in the region. Exclusive economic zone Exclusive economic zones in the Persian Gulf: Coastlines Countries by coastline length: Islands The Persian Gulf is home to many islands such as Bahrain, an Arab state. Geographically, the biggest island in the Persian Gulf is Qeshm island, belonging to Iran and located in the Strait of Hormuz. Other significant islands in the Persian Gulf include Greater Tunb, Lesser Tunb and Kish administered by Iran, Bubiyan administered by Kuwait, Tarout administered by Saudi Arabia, and Dalma administered by UAE. In recent years, there has also been the addition of artificial islands for tourist attractions, such as The World Islands in Dubai and The Pearl-Qatar in Doha. Persian Gulf islands are often also historically significant, having been used in the past by colonial powers such as the Portuguese and the British in their trade or as acquisitions for their empires. Oceanography The Persian Gulf is connected to the Indian Ocean through the Strait of Hormuz. Writing the water balance budget for the Persian Gulf, the inputs are river discharges from Iran and Iraq (estimated to be per second), as well as precipitation over the sea which is around /year in Qeshm Island. The evaporation of the sea is high, so that after considering river discharge and rain contributions, there is still a deficit of per year. This difference is supplied by currents at the Strait of Hormuz. The water from the Persian Gulf has a higher salinity, and therefore exits from the bottom of the Strait, while ocean water with less salinity flows in through the top. Another study revealed the following numbers for water exchanges for the Persian Gulf: evaporation = –/year, precipitation = /year, inflow from the Strait = /year, outflow from the Strait = -/year, and the balance is 0 m (0 ft)/year. Data from different 3D computational fluid mechanics models, typically with spatial resolution of and depth each element equal to are predominantly used in computer models. Name In 550 BC, the Achaemenid Empire established the first ancient empire in Persis (Pars, or modern Fars), in the southwestern region of the Iranian plateau. Consequently, in the Greek sources, the body of water that bordered this province came to be known as the "Persian Gulf". In the book of Nearchus known as The Indikê (300 BC), the word "Persikon kaitas" is mentioned for multiple times meaning "Persian gulf". During the years 550 to 330 BC, coinciding with the sovereignty of the Achaemenid Persian Empire over the Middle East area, especially the whole part of the Persian Gulf and some parts of the Arabian Peninsula, the name of "Pars Sea" is widely found in the compiled written texts. In the travel account of Pythagoras, several chapters are related to description of his travels accompanied by the Achaemenid king Darius the Great, to Susa and Persepolis, and the area is described. From among the writings of others in the same period, there is the inscription and engraving of Darius the Great, installed at junction of waters of Red Sea and the Nile river and the Rome river (current Mediterranean) which belongs to the 5th century BC where Darius the Great has named the Persian Gulf Water Channel: "Pars Sea" ("Persian Sea"). King Darius says: Considering the historical background of the name Persian Gulf, Sir Arnold Wilson mentions in a book published in 1928 that "no water channel has been so significant as the Persian Gulf to the geologists, archaeologists, geographers, merchants, politicians, excursionists, and scholars whether in past or in present. This water channel which separates the Iran Plateau from the Arabia Plate, has enjoyed an Iranian Identity since at least 2200 years ago." Before being given its present name, the Persian Gulf was called many different names. The classical Greek writers, like Herodotus, called it "the Red Sea." In Babylonian texts, it was known as "the sea above Akkad." Naming dispute The body of water is historically and internationally known as the "Persian Gulf". Arab governments refer to it as the "Arabian Gulf" or "The Gulf", and other countries and organizations have begun using "Arabian Gulf".The name "Gulf of Iran (Persian Gulf)" is used by the International Hydrographic Organization. The dispute in naming has become especially prevalent since the 1960s. Rivalry between Iran and some Arab states, along with the emergence of pan-Arabism and Arab nationalism, has seen the name "Arabian Gulf" become predominant in most Arab countries. Names beyond these two have also been applied to or proposed for this body of water. History Ancient history Earliest evidence of human presence on Persian Gulf islands dates back to Middle Paleolithic and consist of stone tools discovered at Qeshm Island. The world's oldest known civilization (Sumer) developed along the Persian Gulf and southern Mesopotamia. The shallow basin that now underlies the Persian Gulf was an extensive region of river valley and wetlands during the transition between the end of the Last Glacial Maximum and the start of the Holocene, which, according to University of Birmingham archaeologist Jeffrey Rose, served as an environmental refuge for early humans during periodic hyperarid climate oscillations, laying the foundations for the legend of Dilmun. The oldest evidence in the world for seagoing vessels has been found at H3 in Kuwait, dating to the mid-sixth millennium BC, when the Gulf was part of an extensive trade network that involved the Ubaid settlements in Mesopotamia and communities along the entire Gulf coast. For most of the early history of the settlements in the Persian Gulf, the southern shores were ruled by a series of nomadic tribes. During the end of the fourth millennium BC, the southern part of the Persian Gulf was dominated by the Dilmun civilization. For a long time the most important settlement on the southern coast of the Persian Gulf was Gerrha. In the 2nd century the Lakhum tribe, who lived in what is now Yemen, migrated north and founded the Lakhmid Kingdom along the southern coast. Occasional ancient battles took place along the Persian Gulf coastlines, between the Sassanid Persian empire and the Lakhmid Kingdom, the most prominent of which was the invasion led by Shapur II against the Lakhmids, leading to Lakhmids' defeat, and advancement into Arabia, along the southern shore lines. During the 7th century the Sassanid Persian empire conquered the whole of the Persian Gulf, including southern and northern shores. Between 625 BC and 226 AD, the northern side was dominated by a succession of Persian empires including the Median, Achaemenid, Seleucid and Parthian empires. Under the leadership of the Achaemenid king Darius the Great (Darius I), Persian ships found their way to the Persian Gulf. Persian naval forces laid the foundation for a strong Persian maritime presence in Persian Gulf, that started with Darius I and existed until the arrival of the British East India Company, and the Royal Navy by mid-19th century AD. Persians were not only stationed on islands of the Persian Gulf, but also had ships often of 100 to 200 capacity patrolling empire's various rivers including Shatt-al-Arab, Tigris, and the Nile in the west, as well as Sind waterway, in India. The Achaemenid high naval command had established major naval bases located along Shatt al-Arab river, Bahrain, Oman, and Yemen. The Persian fleet would soon not only be used for peacekeeping purposes along the Shatt al-Arab but would also open the door to trade with India via Persian Gulf. Following the fall of Achaemenid Empire, and after the fall of the Parthian Empire, the Sassanid Empire ruled the northern half and at times the southern half of the Persian Gulf. The Persian Gulf, along with the Silk Road, were important trade routes in the Sassanid Empire. Many of the trading ports of the Persian empires were located in or around Persian Gulf. Siraf, an ancient Sassanid port that was located on the northern shore of the Persian gulf, located in what is now the Iranian province of Bushehr, is an example of such commercial port. Siraf, was also significant in that it had a flourishing commercial trade with China by the 4th century, having first established connection with the far east in 185 AD. Colonial era Portuguese influence in the Persian Gulf lasted for 250 years; however, since the beginning of the 16th-century, Portuguese dominance contended with the local powers and the Ottoman Empire. Following the arrival of the English and the Dutch, the Safavid Empire allied with the newcomers to contest Portuguese dominance of the seas in the 17th century. Portuguese expansion into the Indian Ocean in the early 16th century following Vasco da Gama's voyages of exploration saw them battle the Ottomans up the coast of the Persian Gulf. In 1521, a Portuguese force led by commander Antonio Correia invaded Bahrain to take control of the wealth created by its pearl industry. On April 29, 1602, Shāh Abbās, the Persian emperor of the Safavid Persian Empire, expelled the Portuguese from Bahrain, and that date is commemorated as National Persian Gulf day in Iran. With the support of the British fleet, in 1622 'Abbās took the island of Hormuz from the Portuguese; much of the trade was diverted to the town of Bandar 'Abbās, which he had taken from the Portuguese in 1615 and had named after himself. The Persian Gulf was therefore opened to a flourishing commerce with the Portuguese, Dutch, French, Spanish and the British merchants, who were granted particular privileges. The Ottoman Empire reasserted itself into Eastern Arabia in 1871. Under military and political pressure from the governor of the Ottoman Vilayet of Baghdad, Midhat Pasha, the ruling Al Thani tribe submitted peacefully to Ottoman rule. The Ottomans were forced to withdraw from the area with the start of World War I and the need for troops in various other frontiers. In World War II, the Western Allies used Iran as a conduit to transport military and industrial supply to the USSR, through a pathway known historically as the "Persian Corridor". Britain utilized the Persian Gulf as the entry point for the supply chain in order to make use of the Trans-Iranian Railway. The Persian Gulf therefore became a critical maritime path through which the Allies transported equipment to Soviet Union against the Nazi invasion. The piracy in the Persian Gulf was prevalent until the 19th century. Many of the most notable historical instances of piracy were perpetrated by the Al Qasimi tribe. This led to the British mounting the Persian Gulf campaign of 1819. The campaign led to the signing of the General Maritime Treaty of 1820 between the British and the Sheikhs of what was then known as the 'Pirate Coast'. From 1763 until 1971, the British Empire maintained varying degrees of political control over some of the Persian Gulf states, including the United Arab Emirates (originally called the Trucial States) and at various times Bahrain, Kuwait, Oman, and Qatar through the British Residency of the Persian Gulf. Modern history The Persian Gulf was a battlefield of the 1980–1988 Iran–Iraq War, in which each side attacked the other's oil tankers. It is the namesake of the 1991 Gulf War, the largely air- and land-based conflict that followed Iraq's invasion of Kuwait. The United States' role in the Persian Gulf grew in the second half of the Twentieth Century. On July 3, 1988, Iran Air Flight 655 was shot down by the U.S. military (which had mistaken the Airbus A300 operating the flight for an Iranian F-14 Tomcat) while it was flying over the Persian Gulf, killing all 290 people on board. The United Kingdom maintains a profile in the region; in 2006 alone, over 1 million British nationals visited Dubai. In 2018, the UK opened a permanent military base, , in the Persian Gulf, the first since it withdrew from East of Suez in 1971 and is developing a support facility in Oman. Cities and population Eight nations have coasts along the Persian Gulf: Bahrain, Iran, Iraq, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. The Persian gulf's strategic location has made it an ideal place for human development over time. Today, many major cities of the Middle East are located in this region. Wildlife The wildlife of the Persian Gulf is diverse, and entirely unique because of the Persian Gulf's geographic distribution and its isolation from the international waters only breached by the narrow Strait of Hormuz. The Persian Gulf has hosted some of the most magnificent marine fauna and flora, some of which are near extirpation or at serious environmental risk. From corals, to dugongs, Persian Gulf is a diverse cradle for many species who depend on each other for survival. However, the Persian Gulf is not as biologically diverse as the Red Sea. Overall, the wild life of the Persian Gulf is endangered from both global factors, and regional, local negligence. Most pollution is from ships; land generated pollution counts as the second most common source of pollution. Aquatic mammals Along the mediterranean regions of the Arabian Sea, including the Persian Gulf, the Red Sea, the Gulf of Kutch, the Gulf of Suez, the Gulf of Aqaba, the Gulf of Aden, and the Gulf of Oman, dolphins and finless porpoises are the most common marine mammals in the waters, while larger whales and orcas are rarer today. Historically, whales had been abundant in the Persian gulf before commercial hunts wiped them out. Whales were reduced even further by illegal mass hunts by the Soviet Union and Japan in the 1960s and 1970s. Along with Bryde's whales, these once common residents can still can be seen in deeper marginal seas such as Gulf of Aden, Israel coasts, and in the Strait of Hormuz. Other species such as the critically endangered Arabian humpback whale, (also historically common in Gulf of Aden and increasingly sighted in the Red Sea since 2006, including in the Gulf of Aqaba), omura's whale, minke whale, and orca also swim into the Persian gulf, while many other large species such as blue whale, sei, and sperm whales were once migrants into the Gulf of Oman and off the coasts in deeper waters, and still migrate into the Red Sea, but mainly in deeper waters of outer seas. In 2017, waters of the Persian Gulf along Abu Dhabi were revealed to hold the world's largest population of Indo-Pacific humpbacked dolphins. One of the more unusual marine mammals living in the Persian Gulf is the dugong (Dugong dugon). Also called "sea cows", for their grazing habits and mild manner resembling livestock, dugongs have a life expectancy similar to that of humans and they can grow up to in length. These gentle mammals feed on sea grass and are closer relatives of certain land mammals than are dolphins and whales. Their simple grass diet is negatively affected by new developments along the Persian Gulf coastline, particularly the construction of artificial islands by Arab states and pollution from oil spills caused during the "Persian Gulf war" and various other natural and artificial causes. Uncontrolled hunting has also had a negative impact on the survival of dugongs. After Australian waters, which are estimated to contain some 80,000 dugong inhabitants, the waters off Qatar, Bahrain, UAE, and Saudi Arabia make the Persian Gulf the second most important habitat for the species, hosting some 7,500 remaining dugongs. However, the current number of dugongs is dwindling and it is not clear how many are currently alive or what their reproductive trend is. Unfortunately, ambitious and uncalculated construction schemes, political unrest, ever-present international conflict, the most lucrative world supply of oil, and the lack of cooperation between Arab states and Iran, have had a negative impact on the survival of many marine species, including dugongs. Birds The Persian Gulf is also home to many migratory and local birds. There is great variation in color, size, and type of the bird species that call the Persian gulf home. Concerns regarding the endangerment of the kalbaensis subspecies of the collared kingfishers were raised by conservationists over real estate development by the United Arab Emirates and Oman. Estimates from 2006 showed that only three viable nesting sites were available for this ancient bird, one located from Dubai, and two smaller sites in Oman. Such real estate expansion could prove devastating to this subspecies. A UN plan to protect the mangroves as a biological reserve was ignored by the emirate of Sharjah, which allowed the dredging of a channel that bisects the wetland and construction of an adjacent concrete walkway. Environmental watchdogs in Arabia are few, and those that do advocate the wildlife are often silenced or ignored by developers of real estate many of whom have governmental connections. Real estate development in the Persian Gulf by the United Arab Emirates and Oman also raised concerns that habitats of species such as the hawksbill turtle, greater flamingo, and booted warbler may be destroyed. The dolphins that frequent the Persian gulf in northern waters around Iran are also at risk. Recent statistics and observations show that dolphins are at danger of entrapment in purse seine fishing nets and exposure to chemical pollutants; perhaps the most alarming sign is the "mass suicides" committed by dolphins off Iran's Hormozgan province, which are not well understood, but are suspected to be linked with a deteriorating marine environment from water pollution from oil, sewage, and industrial run offs. Fish and reefs The Persian Gulf is home to over 700 species of fish, most of which are native. Of these 700 species, more than 80% are reef associated. These reefs are primarily rocky, but there are also a few coral reefs. Compared to the Red Sea, the coral reefs in the Persian Gulf are relatively few and far between. This is primarily connected to the influx of major rivers, especially the Shatt al-Arab (Euphrates and Tigris), which carry large amounts of sediment (most reef-building corals require strong light) and causes relatively large variations in temperature and salinity (corals in general are poorly suited to large variations). Nevertheless, coral reefs have been found along sections of coast of all countries in the Persian gulf. Corals are vital ecosystems that support multitude of marine species, and whose health directly reflects the health of the Persian gulf. Recent years have seen a drastic decline in the coral population in the Persian gulf, partially owing to global warming but mostly to irresponsible dumping by Arab states like the UAE and Bahrain. Construction garbage such as tires, cement, and chemical by products have found their way to the Persian Gulf in recent years. Aside from direct damage to the coral, the construction waste creates "traps" for marine life in which they are trapped and die. The end result has been a dwindling population of the coral, and as a result a decrease in number of species that rely on the corals for their survival. Flora A great example of this symbiosis are the mangroves in the Persian gulf, which require tidal flow and a combination of fresh and salt water for growth, and act as nurseries for many crabs, small fish, and insects; these fish and insects are the source of food for many of the marine birds that feed on them. Mangroves are a diverse group of shrubs and trees belonging to the genus Avicennia or Rhizophora that flourish in the salt water shallows of the Persian gulf, and are the most important habitats for small crustaceans that dwell in them. They are as crucial an indicator of biological health on the surface of the water, as the corals are to biological health of the Persian gulf in deeper waters. Mangroves' ability to survive the salt water through intricate molecular mechanisms, their unique reproductive cycle, and their ability to grow in the most oxygen-deprived waters have allowed them extensive growth in hostile areas of the Persian gulf. However, with the advent of artificial island development, most of their habitat is destroyed, or occupied by man-made structures. This has had a negative impact on the crustaceans that rely on the mangrove, and in turn on the species that feed on them. Gallery Oil and gas The Persian Gulf and its coastal areas are the world's largest single source of petroleum, and related industries dominate the region. Safaniya Oil Field, the world's largest offshore oilfield, is located in the Persian Gulf. Large gas finds have also been made, with Qatar and Iran sharing a giant field across the territorial median line (North Field in the Qatari sector; South Pars Field in the Iranian sector). Using this gas, Qatar has built up a substantial liquefied natural gas (LNG) and petrochemical industry. In 2002, the Persian Gulf nations of Bahrain, Iran, Iraq, Kuwait, Qatar, Saudi Arabia, and the UAE produced about 25% of the world's oil, held nearly two-thirds of the world's crude oil reserves, and about 35% of the world's natural gas reserves. The oil-rich countries (excluding Iraq) that have a coastline on the Persian Gulf are referred to as the Persian Gulf States. Iraq's egress to the Persian gulf is narrow and easily blockaded consisting of the marshy river delta of the Shatt al-Arab, which carries the waters of the Euphrates and the Tigris rivers, where the east bank is held by Iran. See also Eastern Arabia Eastern Arabian cuisine Cradle of civilization Deluge (prehistoric) Musandam Peninsula History of the United Arab Emirates#The pearling industry and the Portuguese empire: 16th - 18th century Saeed bin Butti#Perpetual Maritime Truce Trucial States Sultan bin Saqr Al Qasimi#Perpetual Maritime Truce of 1853 Persian Gulf campaign of 1809 Persian Gulf campaign of 1819 General Maritime Treaty of 1820 Geography of Iran Geography of Saudi Arabia Geography of Oman Geography of United Arab Emirates Geography of Qatar Geography of Bahrain Geography of Kuwait Geography of Iraq References External links Qatar Digital Library – an online portal providing access to previously undigitised British Library archive materials relating to Gulf history and Arabic science Persian Gulf, Encyclopædia Iranica The Portuguese in the Arabian peninsula and in the Persian Gulf 32 historical map of Persian gulf, at flickr.com Persian Gulf from 1920 Sharks in the Gulf Videos Documents on the Persian Gulf's name the eternal heritage ancient time by Dr.Mohammad Ajam Bahrain–Saudi Arabia border Bahrain–Qatar border Bodies of water of Bahrain Bodies of water of Iraq Bodies of water of Kuwait Geography of the Middle East Geography of Western Asia Seas of Asia Seas of Iran Bodies of water of Saudi Arabia Bodies of water of Qatar Iran–Iraq border Iraq–Kuwait border Kuwait–Saudi Arabia border Marginal seas of the Indian Ocean Qatar–Saudi Arabia border Saudi Arabia–United Arab Emirates border
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Pterosaurs (; from Greek pteron and sauros, meaning "wing lizard") were flying reptiles of the extinct clade or order Pterosauria. They existed during most of the Mesozoic: from the Late Triassic to the end of the Cretaceous (228 to 66 million years ago). Pterosaurs are the earliest vertebrates known to have evolved powered flight. Their wings were formed by a membrane of skin, muscle, and other tissues stretching from the ankles to a dramatically lengthened fourth finger. There were two major types of pterosaurs. Basal pterosaurs (also called 'non-pterodactyloid pterosaurs' or 'rhamphorhynchoids') were smaller animals with fully toothed jaws and, typically, long tails. Their wide wing membranes probably included and connected the hind legs. On the ground, they would have had an awkward sprawling posture, but their joint anatomy and strong claws would have made them effective climbers, and they may have lived in trees. Basal pterosaurs were insectivores or predators of small vertebrates. Later pterosaurs (pterodactyloids) evolved many sizes, shapes, and lifestyles. Pterodactyloids had narrower wings with free hind limbs, highly reduced tails, and long necks with large heads. On the ground, pterodactyloids walked well on all four limbs with an upright posture, standing plantigrade on the hind feet and folding the wing finger upward to walk on the three-fingered "hand". They could take off from the ground, and fossil trackways show at least some species were able to run and wade or swim. Their jaws had horny beaks, and some groups lacked teeth. Some groups developed elaborate head crests with sexual dimorphism. Pterosaurs sported coats of hair-like filaments known as pycnofibers, which covered their bodies and parts of their wings. Pycnofibers grew in several forms, from simple filaments to branching down feathers. These are possibly homologous to the down feathers found on both avian and some non-avian dinosaurs, suggesting that early feathers evolved in the common ancestor of pterosaurs and dinosaurs, possibly as insulation. In life, pterosaurs would have had smooth or fluffy coats that did not resemble bird feathers. They were warm-blooded (endothermic) active animals. The respiratory system had efficient unidirectional "flow-through" breathing using air sacs, which hollowed out their bones to an extreme extent. Pterosaurs spanned a wide range of adult sizes, from the very small anurognathids to the largest known flying creatures of all time, including Quetzalcoatlus and Hatzegopteryx, which reached wingspans of at least nine metres. The combination of endothermy, a good oxygen supply and strong muscles made pterosaurs powerful and capable flyers. Pterosaurs are often referred to by popular media or the general public as "flying dinosaurs", but dinosaurs are defined as the descendants of the last common ancestor of the Saurischia and Ornithischia, which excludes the pterosaurs. Pterosaurs are nonetheless more closely related to birds and other dinosaurs than to crocodiles or any other living reptile, though they are not bird ancestors. Pterosaurs are also colloquially referred to as pterodactyls, particularly in fiction and journalism. However, technically, pterodactyl only refers to members of the genus Pterodactylus, and more broadly to members of the suborder Pterodactyloidea of the pterosaurs. Pterosaurs had a variety of lifestyles. Traditionally seen as fish-eaters, the group is now understood to have included hunters of land animals, insectivores, fruit eaters and even predators of other pterosaurs. They reproduced by eggs, some fossils of which have been discovered. Description The anatomy of pterosaurs was highly modified from their reptilian ancestors by the adaptation to flight. Pterosaur bones were hollow and air-filled, like those of birds. This provided a higher muscle attachment surface for a given skeletal weight. The bone walls were often paper-thin. They had a large and keeled breastbone for flight muscles and an enlarged brain able to coordinate complex flying behaviour. Pterosaur skeletons often show considerable fusion. In the skull, the sutures between elements disappeared. In some later pterosaurs, the backbone over the shoulders fused into a structure known as a notarium, which served to stiffen the torso during flight, and provide a stable support for the shoulder blade. Likewise, the sacral vertebrae could form a single synsacrum while the pelvic bones fused also. Basal pterosaurs include the clades Dimorphodontidae (Dimorphodon), Campylognathididae (Eudimorphodon, Campyognathoides), and Rhamphorhynchidae (Rhamphorhynchus, Scaphognathus). Pterodactyloids include the clades Ornithocheiroidea (Istiodactylus, Ornithocheirus, Pteranodon), Ctenochasmatoidea (Ctenochasma, Pterodactylus), Dsungaripteroidea (Germanodactylus, Dsungaripterus), and Azhdarchoidea (Tapejara, Tupuxuara, Quetzalcoatlus). The two groups overlapped in time, but the earliest pterosaurs in the fossil record are basal pterosaurs, and the latest pterosaurs are pterodactyloids. The position of the clade Anurognathidae (Anurognathus, Jeholopterus, Vesperopterylus) is debated. Anurognathids (frog-headed pterosaurs) were highly specialized. Small flyers with shortened jaws and a wide gape, some had large eyes suggesting nocturnal or crepuscular habits, mouth bristles, and feet adapted for clinging. Parallel adaptations are seen in birds and bats that prey on insects in flight. Size Pterosaurs had a wide range of sizes. Generally, they were rather large. Even the smallest species had a wingspan no less than . The most sizeable forms represent the largest known animals ever to fly, with wingspans of up to . Standing, such giants could reach the height of a modern giraffe. Traditionally, it was assumed that pterosaurs were extremely light relative to their size. Later, it was understood that this would imply unrealistically low densities of their soft tissues. Some modern estimates therefore extrapolate a weight of up to for the largest species. Skull, teeth, and crests Compared to the other vertebrate flying groups, the birds and bats, pterosaur skulls were typically quite large. Most pterosaur skulls had elongated jaws. Their skull bones tend to be fused in adult individuals. Early pterosaurs often had heterodont teeth, varying in build, and some still had teeth in the palate. In later groups the teeth mostly became conical. Front teeth were often longer, forming a "prey grab" in transversely expanded jaw tips, but size and position were very variable among species. With the derived Pterodactyloidea, the skulls became even more elongated, sometimes surpassing the combined neck and torso in length. This was caused by a stretching and fusion of the front snout bone, the premaxilla, with the upper jaw bone, the maxilla. Unlike most archosaurs, the nasal and antorbital openings of pterodactyloid pterosaurs merged into a single large opening, called the nasoantorbital fenestra. This feature likely evolved to lighten the skull for flight. In contrast, the bones behind the eye socket contracted and rotated, strongly inclining the rear skull and bringing the jaw joint forward. The braincase was relatively large for reptiles. In some cases, fossilized keratinous beak tissue has been preserved, though in toothed forms, the beak is small and restricted to the jaw tips and does not involve the teeth. Some advanced beaked forms were toothless, such as the Pteranodontidae and Azhdarchidae, and had larger, more extensive, and more bird-like beaks. Some groups had specialised tooth forms. The Istiodactylidae had recurved teeth for eating meat. Ctenochasmatidae used combs of numerous needle-like teeth for filter feeding; Pterodaustro could have over a thousand bristle-like teeth. Dsungaripteridae covered their teeth with jawbone tissue for a crushing function. If teeth were present, they were placed in separate tooth sockets. Replacement teeth were generated behind, not below, the older teeth. The public image of pterosaurs is defined by their elaborate head crests. This was influenced by the distinctive backward-pointing crest of the well-known Pteranodon. The main positions of such crests are the front of the snout, as an outgrowth of the premaxillae, or the rear of the skull as an extension of the parietal bones in which case it is called a "supraoccipital crest". Front and rear crests can be present simultaneously and might be fused into a single larger structure, the most expansive of which is shown by the Tapejaridae. Nyctosaurus sported a bizarre antler-like crest. The crests were only a few millimetres thin transversely. The bony crest base would typically be extended by keratinous or other soft tissue. Since the 1990s, new discoveries and a more thorough study of old specimens have shown that crests are far more widespread among pterosaurs than previously assumed. That they were extended by or composed completely of keratin, which does not fossilize easily, had misled earlier research. For Pterorhynchus and Pterodactylus, the true extent of these crests has only been uncovered using ultraviolet photography. While fossil crests used to be restricted to the more advanced Pterodactyloidea, Pterorhynchus and Austriadactylus show that even some early pterosaurs possessed them. Like the upper jaws, the paired lower jaws of pterosaurs were very elongated. In advanced forms, they tended to be shorter than the upper cranium because the jaw joint was in a more forward position. The front lower jaw bones, the dentaries or ossa dentalia, were at the tip tightly fused into a central symphysis. This made the lower jaws function as a single connected whole, the mandible. The symphysis was often very thin transversely and long, accounting for a considerable part of the jaw length, up to 60%. If a crest was present on the snout, the symphysis could feature a matching mandible crest, jutting out to below. Toothed species also bore teeth in their dentaries. The mandible opened and closed in a simple vertical or "orthal" up-and-down movement. Vertebral column The vertebral column of pterosaurs numbered between thirty-four and seventy vertebrae. The vertebrae in front of the tail were "procoelous": the cotyle (front of the vertebral body) was concave and into it fitted a convex extension at the rear of the preceding vertebra, the condyle. Advanced pterosaurs are unique in possessing special processes projecting adjacent to their condyle and cotyle, the exapophyses, and the cotyle also may possess a small prong on its midline called a hypapophysis. The neck of pterosaurs was relatively long and straight. In pterodactyloids, the neck is typically longer than the torso. This length is not caused by an increase of the number of vertebrae, which is invariably seven. Some researchers include two transitional "cervicodorsals" which brings the number to nine. Instead, the vertebrae themselves became more elongated, up to eight times longer than wide. Nevertheless, the cervicals were wider than high, implying a better vertical than horizontal neck mobility. Pterodactyloids have lost all neck ribs. Pterosaur necks were probably rather thick and well-muscled, especially vertically. The torso was relatively short and egg-shaped. The vertebrae in the back of pterosaurs originally might have numbered eighteen. With advanced species a growing number of these tended to be incorporated into the sacrum. Such species also often show a fusion of the front dorsal vertebrae into a rigid whole which is called the notarium after a comparable structure in birds. This was an adaptation to withstand the forces caused by flapping the wings. The notarium included three to seven vertebrae, depending on the species involved but also on individual age. These vertebrae could be connected by tendons or a fusion of their neural spines into a "supraneural plate". Their ribs also would be tightly fused into the notarium. In general, the ribs are double-headed. The sacrum consisted of three to ten sacral vertebrae. They too, could be connected via a supraneural plate that, however, would not contact the notarium. The tails of pterosaurs were always rather slender. This means that the caudofemoralis retractor muscle which in most basal Archosauria provides the main propulsive force for the hindlimb, was relatively unimportant. The tail vertebrae were amphicoelous, the vertebral bodies on both ends being concave. Early species had long tails, containing up to fifty caudal vertebrae, the middle ones stiffened by elongated articulation processes, the zygapophyses, and chevrons. Such tails acted as rudders, sometimes ending at the rear in a vertical diamond-shaped or oval vane. In pterodactyloids, the tails were much reduced and never stiffened, with some species counting as few as ten vertebrae. Shoulder girdle The shoulder girdle was a strong structure that transferred the forces of flapping flight to the thorax. It was probably covered by thick muscle layers. The upper bone, the shoulder blade, was a straight bar. It was connected to a lower bone, the coracoid that is relatively long in pterosaurs. In advanced species, their combined whole, the scapulocoracoid, was almost vertically oriented. The shoulder blade in that case fitted into a recess in the side of the notarium, while the coracoid likewise connected to the breastbone. This way, both sides together made for a rigid closed loop, able to withstand considerable forces. A peculiarity was that the breastbone connections of the coracoids often were asymmetrical, with one coracoid attached in front of the other. In advanced species the shoulder joint had moved from the shoulder blade to the coracoid. The joint was saddle-shaped and allowed considerable movement to the wing. It faced sideways and somewhat upwards. The breastbone, formed by fused paired sterna, was wide. It had only a shallow keel. Via sternal ribs, it was at its sides attached to the dorsal ribs. At its rear, a row of belly ribs or gastralia was present, covering the entire belly. To the front, a long point, the cristospina, jutted obliquely upwards. The rear edge of the breastbone was the deepest point of the thorax. Clavicles or interclavicles were completely absent. Wings Pterosaur wings were formed by bones and membranes of skin and other tissues. The primary membranes attached to the extremely long fourth finger of each arm and extended along the sides of the body. Where they ended has been very controversial but since the 1990s a dozen specimens with preserved soft tissue have been found that seem to show they attached to the ankles. The exact curvature of the trailing edge, however, is still equivocal. While historically thought of as simple leathery structures composed of skin, research has since shown that the wing membranes of pterosaurs were highly complex dynamic structures suited to an active style of flight. The outer wings (from the tip to the elbow) were strengthened by closely spaced fibers called actinofibrils. The actinofibrils themselves consisted of three distinct layers in the wing, forming a crisscross pattern when superimposed on one another. The function of the actinofibrils is unknown, as is the exact material from which they were made. Depending on their exact composition (keratin, muscle, elastic structures, etc.), they may have been stiffening or strengthening agents in the outer part of the wing. The wing membranes also contained a thin layer of muscle, fibrous tissue, and a unique, complex circulatory system of looping blood vessels. The combination of actinofibrils and muscle layers may have allowed the animal to adjust the wing slackness and camber. As shown by cavities in the wing bones of larger species and soft tissue preserved in at least one specimen, some pterosaurs extended their system of respiratory air sacs into the wing membrane. Parts of the wing The pterosaur wing membrane is divided into three basic units. The first, called the propatagium ("fore membrane"), was the forward-most part of the wing and attached between the wrist and shoulder, creating the "leading edge" during flight. The brachiopatagium ("arm membrane") was the primary component of the wing, stretching from the highly elongated fourth finger of the hand to the hindlimbs. Finally, at least some pterosaur groups had a membrane that stretched between the legs, possibly connecting to or incorporating the tail, called the uropatagium; the extent of this membrane is not certain, as studies on Sordes seem to suggest that it simply connected the legs but did not involve the tail (rendering it a cruropatagium). A common interpretation is that non-pterodactyloid pterosaurs had a broader uro/cruropatagium stretched between their long fifth toes, with pterodactyloids, lacking such toes, only having membranes running along the legs. There has been considerable argument among paleontologists about whether the main wing membranes (brachiopatagia) attached to the hindlimbs, and if so, where. Fossils of the rhamphorhynchoid Sordes, the anurognathid Jeholopterus, and a pterodactyloid from the Santana Formation seem to demonstrate that the wing membrane did attach to the hindlimbs, at least in some species. However, modern bats and flying squirrels show considerable variation in the extent of their wing membranes and it is possible that, like these groups, different species of pterosaur had different wing designs. Indeed, analysis of pterosaur limb proportions shows that there was considerable variation, possibly reflecting a variety of wing-plans. The bony elements of the arm formed a mechanism to support and extend the wing. Near the body, the humerus or upper arm bone is short but powerfully built. It sports a large deltopectoral crest, to which the major flight muscles are attached. Despite the considerable forces exerted on it, the humerus is hollow or pneumatised inside, reinforced by bone struts. The long bones of the lower arm, the ulna and radius, are much longer than the humerus. They were probably incapable of pronation. A bone unique to pterosaurs, known as the pteroid, connected to the wrist and helped to support the forward membrane (the propatagium) between the wrist and shoulder. Evidence of webbing between the three free fingers of the pterosaur forelimb suggests that this forward membrane may have been more extensive than the simple pteroid-to-shoulder connection traditionally depicted in life restorations. The position of the pteroid bone itself has been controversial. Some scientists, notably Matthew Wilkinson, have argued that the pteroid pointed forward, extending the forward membrane and allowing it to function as an adjustable flap. This view was contradicted in a 2007 paper by Chris Bennett, who showed that the pteroid did not articulate as previously thought and could not have pointed forward, but rather was directed inward toward the body as traditionally interpreted. Specimens of Changchengopterus pani and Darwinopterus linglongtaensis show the pteroid in articulation with the proximal syncarpal, suggesting that the pteroid articulated with the 'saddle' of the radiale (proximal syncarpal) and that both the pteroid and preaxial carpal were migrated centralia. The pterosaur wrist consists of two inner (proximal, at the side of the long bones of the arm) and four outer (distal, at the side of the hand) carpals (wrist bones), excluding the pteroid bone, which may itself be a modified distal carpal. The proximal carpals are fused together into a "syncarpal" in mature specimens, while three of the distal carpals fuse to form a distal syncarpal. The remaining distal carpal, referred to here as the medial carpal, but which has also been termed the distal lateral, or pre-axial carpal, articulates on a vertically elongate biconvex facet on the anterior surface of the distal syncarpal. The medial carpal bears a deep concave fovea that opens anteriorly, ventrally and somewhat medially, within which the pteroid articulates, according to Wilkinson. In derived pterodactyloids like pteranodontians and azhdarchoids, metacarpals I-III are small and do not connect to the carpus, instead hanging in contact with the fourth metacarpal. With these derived species, the fourth metacarpal has been enormously elongated, typically equalling or exceeding the length of the long bones of the lower arm. The fifth metacarpal had been lost. In all species, the first to third fingers are much smaller than the fourth, the "wingfinger", and contain two, three and four phalanges respectively. The smaller fingers are clawed, with the ungual size varying among species. In nyctosaurids the forelimb digits besides the wingfinger have been lost altogether. The wingfinger accounts for about half or more of the total wing length. It normally consists of four phalanges. Their relative lengths tend to vary among species, which has often been used to distinguish related forms. The fourth phalanx is usually the shortest. It lacks a claw and has been lost completely by nyctosaurids. It is curved to behind, resulting in a rounded wing tip, which reduces induced drag. The wingfinger is also bent somewhat downwards. When standing, pterosaurs probably rested on their metacarpals, with the outer wing folded to behind. In this position, the "anterior" sides of the metacarpals were rotated to the rear. This would point the smaller fingers obliquely to behind. According to Bennett, this would imply that the wingfinger, able to describe the largest arc of any wing element, up to 175°, was not folded by flexion but by an extreme extension. The wing was automatically folded when the elbow was bowed. A laser-simulated fluorescence scan on Pterodactylus also identified a membranous "fairing" (area conjunctioning the wing with the body at the neck), as opposed to the feathered or fur-composed "fairing" seen in birds and bats respectively. Pelvis The pelvis of pterosaurs was of moderate size compared to the body as a whole. Often the three pelvic bones were fused. The ilium was long and low, its front and rear blades projecting horizontally beyond the edges of the lower pelvic bones. Despite this length, the rod-like form of these processes indicates that the hindlimb muscles attached to them were limited in strength. The, in side view narrow, pubic bone fused with the broad ischium into an ischiopubic blade. Sometimes, the blades of both sides were also fused, closing the pelvis from below and forming the pelvic canal. The hip joint was not perforated and allowed considerable mobility to the leg. It was directed obliquely upwards, preventing a perfectly vertical position of the leg. The front of the pubic bones articulated with a unique structure, the paired prepubic bones. Together these formed a cusp covering the rear belly, between the pelvis and the belly ribs. The vertical mobility of this element suggests a function in breathing, compensating the relative rigidity of the chest cavity. Hindlimbs The hindlimbs of pterosaurs were strongly built, yet relative to their wingspans smaller than those of birds. They were long in comparison to the torso length. The thighbone was rather straight, with the head making only a small angle with the shaft. This implies that the legs were not held vertically below the body but were somewhat sprawling. The shinbone was often fused with the upper ankle bones into a tibiotarsus that was longer than the thighbone. It could attain a vertical position when walking. The calf bone tended to be slender, especially at its lower end that in advanced forms did not reach the ankle, sometimes reducing total length to a third. Typically it was fused to the shinbone. The ankle was a simple, "mesotarsal", hinge. The, rather long and slender, metatarsus was always splayed to some degree. The foot was plantigrade, meaning that during the walking cycle the sole of the metatarsus was pressed onto the soil. There was a clear difference between early pterosaurs and advanced species regarding the form of the fifth digit. Originally, the fifth metatarsal was robust and not very shortened. It was connected to the ankle in a higher position than the other metatarsals. It bore a long, and often curved, mobile clawless fifth toe consisting of two phalanges. The function of this element has been enigmatic. It used to be thought that the animals slept upside-down like bats, hanging from branches and using the fifth toes as hooks. Another hypothesis held that they stretched the brachiopatagia, but in articulated fossils the fifth digits are always flexed towards the tail. Later it became popular to assume that these toes extended an uropatagium or cruropatagium between them. As the fifth toes were on the outside of the feet, such a configuration would only have been possible if these rotated their fronts outwards in flight. Such a rotation could be caused by an abduction of the thighbone, meaning that the legs would be spread. This would also turn the feet into a vertical position. They then could act as rudders to control yaw. Some specimens show membranes between the toes, allowing them to function as flight control surfaces. The uropatagium or cruropatagium would control pitch. When walking the toes could flex upwards to lift the membrane from the ground. In Pterodactyloidea, the fifth metatarsal was much reduced and the fifth toe, if present, little more than a stub. This suggests that their membranes were split, increasing flight manoeuvrability. The first to fourth toes were long. They had two, three, four and five phalanges respectively. Often the third toe was longest; sometimes the fourth. Flat joints indicate a limited mobility. These toes were clawed but the claws were smaller than the hand claws. Soft tissues The rare conditions that allowed for the fossilisation of pterosaur remains, sometimes also preserved soft tissues. Modern synchrotron or ultraviolet light photography has revealed many traces not visible to the naked eye. These are often imprecisely called "impressions" but mostly consist of petrifications, natural casts and transformations of the original material. They may include horn crests, beaks or claw sheaths as well as the various flight membranes. Exceptionally, muscles were preserved. Skin patches show small round non-overlapping scales on the soles of the feet, the ankles and the ends of the metatarsals. They covered pads cushioning the impact of walking. Scales are unknown from other parts of the body. Pycnofibers Most or all pterosaurs had hair-like filaments known as pycnofibers on the head and torso. The term "pycnofiber", meaning "dense filament", was coined by palaeontologist Alexander Kellner and colleagues in 2009. Pycnofibers were unique structures similar to, but not homologous (sharing a common origin) with, mammalian hair, an example of convergent evolution. A fuzzy integument was first reported from a specimen of Scaphognathus crassirostris in 1831 by Georg August Goldfuss, but had been widely doubted. Since the 1990s, pterosaur finds and histological and ultraviolet examination of pterosaur specimens have provided incontrovertible proof: pterosaurs had pycnofiber coats. Sordes pilosus (which translates as "hairy demon") and Jeholopterus ninchengensis show pycnofibers on the head and body. The presence of pycnofibers strongly indicates that pterosaurs were endothermic (warm-blooded). They aided thermoregulation, as is common in warm-blooded animals who need insulation to prevent excessive heat-loss. Pycnofibers were flexible, short filaments, about five to seven millimetres long and rather simple in structure with a hollow central canal. Pterosaur pelts might have been comparable in density to many Mesozoic mammals. Relation with feathers Pterosaur filaments could share a common origin with feathers, as speculated in 2002 by Czerkas and Ji. In 2009, Kellner concluded that pycnofibers were structured similarly to theropod proto-feathers. Others were unconvinced, considering the difference with the "quills" found on many of the bird-like maniraptoran specimens too fundamental. A 2018 study of the remains of two small Jurassic-age pterosaurs from Inner Mongolia, China, found that pterosaurs had a wide array of pycnofiber shapes and structures, as opposed to the homogeneous structures that had generally been assumed to cover them. Some of these had frayed ends, very similar in structure to four different feather types known from birds or other dinosaurs but almost never known from pterosaurs prior to the study, suggesting homology. A response to this study was published in 2020, where it was suggested that the structures seen on the anurognathids were actually a result of the decomposition of aktinofibrils: a type of fibre used to strengthen and stiffen the wing. However, in a response to this, the authors of the 2018 paper point to the fact that the presence of the structures extend past the patagium, and the presence of both aktinofibrils and filaments on Jeholopterus ningchengensis and Sordes pilosus. The various forms of filament structure present on the anurognathids in the 2018 study would also require a form of decomposition that would cause the different 'filament' forms seen. They therefore conclude that the most parsimonious interpretation of the structures is that they are filamentous proto-feathers. But Liliana D’Alba points out that the description of the preserved integumentary structures on the two anurogmathid specimens is still based upon gross morphology. She also points out that Pterorhynchus was described to have feathers to support the claim that feathers had a common origin with Ornithodirans but was argued against by several authors. The only method to assure if it was homologous to feathers is to use a scanning electron microscope. History of discovery First finds Pterosaur fossils are very rare, due to their light bone construction. Complete skeletons can generally only be found in geological layers with exceptional preservation conditions, the so-called Lagerstätten. The pieces from one such Lagerstätte, the Late Jurassic Solnhofen Limestone in Bavaria, became much sought after by rich collectors. In 1784, the Italian naturalist Cosimo Alessandro Collini was the first scientist in history to describe a pterosaur fossil. At that time the concepts of evolution and extinction were only imperfectly developed. The bizarre build of the pterosaur was therefore shocking, as it could not clearly be assigned to any existing animal group. The discovery of pterosaurs would thus play an important role in the progress of modern paleontology and geology. If such creatures were still alive, only the sea was a credible habitat and Collini suggested it might be a swimming animal that used its long front limbs as paddles. A few scientists continued to support the aquatic interpretation even until 1830, when the German zoologist Johann Georg Wagler suggested that Pterodactylus used its wings as flippers and was affiliated with Ichthyosauria and Plesiosauria. In 1800, Johann Hermann first suggested that it represented a flying creature in a letter to Georges Cuvier. Cuvier agreed in 1801, understanding it was an extinct flying reptile. In 1809, he coined the name Ptéro-Dactyle, "wing-finger". This was in 1815 Latinised to Pterodactylus. At first most species were assigned to this genus and ultimately "pterodactyl" was popularly and incorrectly applied to all members of Pterosauria. Today, paleontologists limit the term to the genus Pterodactylus or members of the Pterodactyloidea. In 1812 and 1817, Samuel Thomas von Soemmerring redescribed the original specimen and an additional one. He saw them as affiliated to birds and bats. Although he was mistaken in this, his "bat model" would be very influential during the 19th century. In 1843, Edward Newman thought pterosaurs were flying marsupials. As the bat model correctly depicted pterosaurs as furred and warm-blooded, it better approached the true physiology of pterosaurs than Cuvier's "reptile model". In 1834, Johann Jakob Kaup coined the term Pterosauria. Expanding research In 1828, Mary Anning found in England the first pterosaur genus outside Germany, named as Dimorphodon by Richard Owen, also the first non-pterodactyloid pterosaur known. Later in the century, the Early Cretaceous Cambridge Greensand produced thousands of pterosaur fossils, that however, were of poor quality, consisting mostly of strongly eroded fragments. Based on these, nevertheless numerous genera and species would be named. Many were described by Harry Govier Seeley, at the time the main English expert on the subject, who also wrote the first pterosaur book, Ornithosauria, and in 1901 the first popular book, Dragons of the Air. Seeley thought that pterosaurs were warm-blooded and dynamic creatures, closely related to birds. Earlier, the evolutionist St. George Jackson Mivart had suggested pterosaurs were the direct ancestors of birds. Owen opposed the views of both men, seeing pterosaurs as cold-blooded "true" reptiles. In the US, Othniel Charles Marsh in 1870 discovered Pteranodon in the Niobrara Chalk, then the largest known pterosaur, the first toothless one and the first from America. These layers too rendered thousands of fossils, also including relatively complete skeletons that were three-dimensionally preserved instead of being strongly compressed as with the Solnhofen specimens. This led to a much better understanding of many anatomical details, such as the hollow nature of the bones. Meanwhile, finds from the Solnhofen had continued, accounting for the majority of complete high quality specimens discovered. They allowed to identify most new basal taxa, such as Rhamphorhynchus, Scaphognathus and Dorygnathus. This material gave birth to a German school of pterosaur research, which saw flying reptiles as the warm-blooded, furry and active Mesozoic counterparts of modern bats and birds. In 1882, Marsh and Karl Alfred Zittel published studies about the wing membranes of specimens of Rhamphorhynchus. German studies continued well into the 1930s, describing new species such as Anurognathus. In 1927, Ferdinand Broili discovered hair follicles in pterosaur skin, and paleoneurologist Tilly Edinger determined that the brains of pterosaurs more resembled those of birds than modern cold-blooded reptiles. In contrast, English and American paleontologists by the middle of the twentieth century largely lost interest in pterosaurs. They saw them as failed evolutionary experiments, cold-blooded and scaly, that hardly could fly, the larger species only able to glide, being forced to climb trees or throw themselves from cliffs to achieve a take-off. In 1914, for the first time pterosaur aerodynamics were quantitatively analysed, by Ernest Hanbury Hankin and David Meredith Seares Watson, but they interpreted Pteranodon as a pure glider. Little research was done on the group during the 1940s and 1950s. Pterosaur renaissance The situation for dinosaurs was comparable. From the 1960s onwards, a dinosaur renaissance took place, a quick increase in the number of studies and critical ideas, influenced by the discovery of additional fossils of Deinonychus, whose spectacular traits refuted what had become entrenched orthodoxy. In 1970, likewise the description of the furry pterosaur Sordes began what Robert Bakker named a renaissance of pterosaurs. Especially Kevin Padian propagated the new views, publishing a series of studies depicting pterosaurs as warm-blooded, active and running animals. This coincided with a revival of the German school through the work of Peter Wellnhofer, who in 1970s laid the foundations of modern pterosaur science. In 1978, he published the first pterosaur textbook, the Handbuch der Paläoherptologie, Teil 19: Pterosauria, and in 1991 the second ever popular science pterosaur book, the Encyclopedia of Pterosaurs. This development accelerated through the exploitation of two new Lagerstätten. During the 1970s, the Early Cretaceous Santana Formation in Brazil began to produce chalk nodules that, though often limited in size and the completeness of the fossils they contained, perfectly preserved three-dimensional pterosaur skeletal parts. German and Dutch institutes bought such nodules from fossil poachers and prepared them in Europe, allowing their scientists to describe many new species and revealing a whole new fauna. Soon, Brazilian researchers, among them Alexander Kellner, intercepted the trade and named even more species. Even more productive was the Early Cretaceous Chinese Jehol Biota of Liaoning that since the 1990s has brought forth hundreds of exquisitely preserved two-dimensional fossils, often showing soft tissue remains. Chinese researchers such as Lü Junchang have again named many new taxa. As discoveries also increased in other parts of the world, a sudden surge in the total of named genera took place. By 2009, when they had increased to about ninety, this growth showed no sign of levelling-off. In 2013, M.P. Witton indicated that the number of discovered pterosaur species had risen to 130. Over ninety percent of known taxa has been named during the "renaissance". Many of these were from groups the existence of which had been unknown. Advances in computing power allowed to determine their complex relationships through the quantitative method of cladistics. New and old fossils yielded much more information when subjected to modern ultraviolet light or roentgen photography, or CAT-scans. Insights from other fields of biology were applied to the data obtained. All this resulted in a substantial progress in pterosaur research, rendering older accounts in popular science books completely outdated. In 2017 a fossil from a 170-million-year-old pterosaur was discovered on the Isle of Skye in Scotland. The National Museum of Scotland claims that it the largest of its kind ever discovered from the Jurassic period, and it has been described as the world’s best-preserved skeleton of a pterosaur. Evolution and extinction Origins Because pterosaur anatomy has been so heavily modified for flight, and immediate transitional fossil predecessors have not so far been described, the ancestry of pterosaurs is not fully understood. The oldest known pterosaurs were already fully adapted to a flying lifestyle. Since Seeley, it was recognised that pterosaurs were likely to have had their origin in the "archosaurs", what today would be called the Archosauromorpha. In the 1980s, early cladistic analyses found that they were Avemetatarsalians (archosaurs closer to dinosaurs than to crocodilians). As this would make them also rather close relatives of the dinosaurs, these results were seen by Kevin Padian as confirming his interpretation of pterosaurs as bipedal warm-blooded animals. Because these early analyses were based on a limited number of taxa and characters, their results were inherently uncertain. Several influential researchers who rejected Padian's conclusions offered alternative hypotheses. David Unwin proposed an ancestry among the basal Archosauromorpha, specifically long-necked forms ("protorosaurs") such as tanystropheids. A placement among basal archosauriforms like Euparkeria was also suggested. Some basal archosauromorphs seem at first glance to be good candidates for close pterosaur relatives due to their long-limbed anatomy; one example is Sharovipteryx, a "protorosaur" with skin membranes on its hindlimbs likely used for gliding. A 1999 study by Michael Benton found that pterosaurs were avemetatarsalians closely related to Scleromochlus, and named the group Ornithodira to encompass pterosaurs and dinosaurs. Two researchers, S. Christopher Bennett in 1996, and paleoartist David Peters in 2000, published analyses finding pterosaurs to be protorosaurs or closely related to them. However, Peters gathered novel anatomical data using an unverified technique called "Digital Graphic Segregation" (DGS), which involves digitally tracing over images of pterosaur fossils using photo editing software. Bennett only recovered pterosaurs as close relatives of the protorosaurs after removing characteristics of the hindlimb from his analysis, to test the possibility of locomotion-based convergent evolution between pterosaurs and dinosaurs. A 2007 reply by Dave Hone and Michael Benton could not reproduce this result, finding pterosaurs to be closely related to dinosaurs even without hindlimb characters. They also criticized David Peters for drawing conclusions without access to the primary evidence, that is, the pterosaur fossils themselves. Hone and Benton concluded that, although more basal pterosauromorphs are needed to clarify their relationships, current evidence indicates that pterosaurs are avemetatarsalians, as either the sister group of Scleromochlus or a branch between the latter and Lagosuchus. An 2011 archosaur-focused phylogenetic analysis by Sterling Nesbitt benefited from far more data and found strong support for pterosaurs being avemetatarsalians, though Scleromochlus was not included due to its poor preservation. A 2016 archosauromorph-focused study by Martin Ezcurra included various proposed pterosaur relatives, yet also found pterosaurs to be closer to dinosaurs and unrelated to more basal taxa. Working from his 1996 analysis, Bennett published a 2020 study on Scleromochlus which argued that both Scleromochlus and pterosaurs were non-archosaur archosauromorphs, albeit not particularly closely related to each other. By contrast, a later 2020 study proposed that lagerpetid archosaurs were the sister clade to pterosauria. This was based on newly described fossil skulls and forelimbs showing various anatomical similarities with pterosaurs and reconstructions of lagerpetid brains and sensory systems based on CT scans also showing neuroanatomical similarities with pterosaurs. The results of the latter study were subsequently supported by an independent analysis of early pterosauromorph interrelationships. A related problem is the origin of pterosaur flight. Like with birds, hypotheses can be ordered into two main varieties: "ground up" or "tree down". Climbing a tree would cause height and gravity provide both the energy and a strong selection pressure for incipient flight. Rupert Wild in 1983 proposed a hypothetical "propterosaurus": a lizard-like arboreal animal developing a membrane between its limbs, first to safely parachute and then, gradually elongating the fourth finger, to glide. However, subsequent cladistic results did not fit this model well. Neither protorosaurs nor ornithodirans are biologically equivalent to lizards. Furthermore, the transition between gliding and flapping flight is not well-understood. More recent studies on basal pterosaur hindlimb morphology seem to vindicate a connection to Scleromochlus. Like this archosaur, basal pterosaur lineages have plantigrade hindlimbs that show adaptations for saltation. Extinction It was once thought that competition with early bird species might have resulted in the extinction of many of the pterosaurs. Part of this is due to the fact it used to be thought that by the end of the Cretaceous, only large species of pterosaurs were present (no longer true; see below). The smaller species were thought to have become extinct, their niche filled by birds. However, pterosaur decline (if actually present) seems unrelated to bird diversity, as ecological overlap between the two groups appears to be minimal. In fact, at least some avian niches were reclaimed by pterosaurs prior to the KT event. At the end of the Cretaceous period, the Cretaceous–Paleogene extinction event, which wiped out all non-avian dinosaurs and most avian dinosaurs as well, and many other animals, seems also to have taken the pterosaurs. In the early 2010s, several new pterosaur taxa were discovered dating to the Campanian/Maastrichtian, such as the ornithocheirids Piksi and "Ornithocheirus", possible pteranodontids and nyctosaurids, several tapejarids and the indeterminate non-azhdarchid Navajodactylus. Small azhdarchoid pterosaurs were also present in the Campanian. This suggests that late Cretaceous pterosaur faunas were far more diverse than previously thought, possibly not even having declined significantly from the early Cretaceous. Small-sized pterosaur species apparently were present in the Csehbánya Formation, indicating a higher diversity of Late Cretaceous pterosaurs than previously accounted for. The recent findings of a small cat-sized adult azhdarchid further indicate that small pterosaurs from the Late Cretaceous might actually have simply been rarely preserved in the fossil record, helped by the fact that there is a strong bias against terrestrial small sized vertebrates such as juvenile dinosaurs, and that their diversity might actually have been much larger than previously thought. At least some non-pterodactyloid pterosaurs survived into the Late Cretaceous, postulating a Lazarus taxa situation for late Cretaceous pterosaur faunas. A 2021 study showcases that niches previously occupied by small pterosaurs were increasingly occupied by the juvenile stages of larger species in the Late Cretaceous. Rather than outcompeted by birds, pterosaurs essentially specialized a trend already occurring in previous eras of the Mesozoic. Classification and phylogeny In phylogenetic taxonomy, the clade Pterosauria has usually been defined as node-based and anchored to several extensively studied taxa as well as those thought to be primitive. One 2003 study defined Pterosauria as "The most recent common ancestor of the Anurognathidae, Preondactylus and Quetzalcoatlus and all their descendants." However, these types of definition would inevitably leave any related species that are slightly more primitive out of the Pterosauria. To remedy this, a new definition was proposed that would anchor the name not to any particular species but to an anatomical feature, the presence of an enlarged fourth finger that supports a wing membrane. This "apomorophy-based" definition was adopted by the PhyloCode in 2020 as "[T]he clade characterized by the apomorphy fourth manual digit hypertrophied to support a wing membrane, as inherited by Pterodactylus (originally Ornithocephalus) antiquus (Sömmerring 1812)". A broader clade, Pterosauromorpha, has been defined as all ornithodirans more closely related to pterosaurs than to dinosaurs. The internal classification of pterosaurs has historically been difficult, because there were many gaps in the fossil record. Starting from the 21st century, new discoveries are now filling in these gaps and giving a better picture of the evolution of pterosaurs. Traditionally, they were organized into two suborders: the Rhamphorhynchoidea, a "primitive" group of long-tailed pterosaurs, and the Pterodactyloidea, "advanced" pterosaurs with short tails. However, this traditional division has been largely abandoned. Rhamphorhynchoidea is a paraphyletic (unnatural) group, since the pterodactyloids evolved directly from them and not from a common ancestor, so, with the increasing use of cladistics, it has fallen out of favor among most scientists. The precise relationships between pterosaurs is still unsettled. Many studies of pterosaur relationships in the past have included limited data and were highly contradictory. However, newer studies using larger data sets are beginning to make things clearer. The cladogram (family tree) below follows a phylogenetic analysis presented by Longrich, Martill and Andres in 2018, with clade names after Andres et al. (2014). Paleobiology Flight The mechanics of pterosaur flight are not completely understood or modeled at this time. Katsufumi Sato, a Japanese scientist, did calculations using modern birds and concluded that it was impossible for a pterosaur to stay aloft. In the book Posture, Locomotion, and Paleoecology of Pterosaurs it is theorized that they were able to fly due to the oxygen-rich, dense atmosphere of the Late Cretaceous period. However, both Sato and the authors of Posture, Locomotion, and Paleoecology of Pterosaurs based their research on the now-outdated theories of pterosaurs being seabird-like, and the size limit does not apply to terrestrial pterosaurs, such as azhdarchids and tapejarids. Furthermore, Darren Naish concluded that atmospheric differences between the present and the Mesozoic were not needed for the giant size of pterosaurs. Another issue that has been difficult to understand is how they took off. Earlier suggestions were that pterosaurs were largely cold-blooded gliding animals, deriving warmth from the environment like modern lizards, rather than burning calories. In this case, it was unclear how the larger ones of enormous size, with an inefficient cold-blooded metabolism, could manage a bird-like takeoff strategy, using only the hind limbs to generate thrust for getting airborne. Later research shows them instead as being warm-blooded and having powerful flight muscles, and using the flight muscles for walking as quadrupeds. Mark Witton of the University of Portsmouth and Mike Habib of Johns Hopkins University suggested that pterosaurs used a vaulting mechanism to obtain flight. The tremendous power of their winged forelimbs would enable them to take off with ease. Once aloft, pterosaurs could reach speeds of up to and travel thousands of kilometres. In 1985, the Smithsonian Institution commissioned aeronautical engineer Paul MacCready to build a half-scale working model of Quetzalcoatlus northropi. The replica was launched with a ground-based winch. It flew several times in 1986 and was filmed as part of the Smithsonian's IMAX film On the Wing. Air sacs and respiration A 2009 study showed that pterosaurs had a lung-and-air-sac system and a precisely controlled skeletal breathing pump, which supports a flow-through pulmonary ventilation model in pterosaurs, analogous to that of birds. The presence of a subcutaneous air sac system in at least some pterodactyloids would have further reduced the density of the living animal. Like modern crocodilians, pterosaurs appeared to have had a hepatic piston, seeing as their shoulder-pectoral girdles were too inflexible to move the sternum as in birds, and they possessed strong gastralia. Thus, their respiratory system had characteristics comparable to both modern archosaur clades. Nervous system An X-ray study of pterosaur brain cavities revealed that the animals (Rhamphorhynchus muensteri and Anhanguera santanae) had massive flocculi. The flocculus is a brain region that integrates signals from joints, muscles, skin and balance organs. The pterosaurs' flocculi occupied 7.5% of the animals' total brain mass, more than in any other vertebrate. Birds have unusually large flocculi compared with other animals, but these only occupy between 1 and 2% of total brain mass. The flocculus sends out neural signals that produce small, automatic movements in the eye muscles. These keep the image on an animal's retina steady. Pterosaurs may have had such a large flocculus because of their large wing size, which would mean that there was a great deal more sensory information to process. The low relative mass of the flocculi in birds is also a result of birds having a much larger brain overall; though this has been considered an indication that pterosaurs lived in a structurally simpler environment or had less complex behaviour compared to birds, recent studies of crocodilians and other reptiles show that it is common for sauropsids to achieve high intelligence levels with small brains. Studies on the endocast of Allkaruen show that brain evolution in pterodactyloids was a modular process. Ground movement Pterosaurs' hip sockets are oriented facing slightly upwards, and the head of the femur (thigh bone) is only moderately inward facing, suggesting that pterosaurs had an erect stance. It would have been possible to lift the thigh into a horizontal position during flight, as gliding lizards do. There was considerable debate whether pterosaurs ambulated as quadrupeds or as bipeds. In the 1980s, paleontologist Kevin Padian suggested that smaller pterosaurs with longer hindlimbs, such as Dimorphodon, might have walked or even run bipedally, in addition to flying, like road runners. However, a large number of pterosaur trackways were later found with a distinctive four-toed hind foot and three-toed front foot; these are the unmistakable prints of pterosaurs walking on all fours. Fossil footprints show that pterosaurs stood with the entire foot in contact with the ground (plantigrade), in a manner similar to many mammals like humans and bears. Footprints from azhdarchids and several unidentified species show that pterosaurs walked with an erect posture with their four limbs held almost vertically beneath the body, an energy-efficient stance used by most modern birds and mammals, rather than the sprawled limbs of modern reptiles. Indeed, erect-limbs may be omnipresent in pterosaurs. Though traditionally depicted as ungainly and awkward when on the ground, the anatomy of some pterosaurs (particularly pterodactyloids) suggests that they were competent walkers and runners. Early pterosaurs have long been considered particularly cumbersome locomotors due to the presence of large cruropatagia, but they too appear to have been generally efficient on the ground. The forelimb bones of azhdarchids and ornithocheirids were unusually long compared to other pterosaurs, and, in azhdarchids, the bones of the arm and hand (metacarpals) were particularly elongated. Furthermore, as a whole, azhdarchid front limbs were proportioned similarly to fast-running ungulate mammals. Their hind limbs, on the other hand, were not built for speed, but they were long compared with most pterosaurs, and allowed for a long stride length. While azhdarchid pterosaurs probably could not run, they would have been relatively fast and energy efficient. The relative size of the hands and feet in pterosaurs (by comparison with modern animals such as birds) may indicate the type of lifestyle pterosaurs led on the ground. Azhdarchid pterosaurs had relatively small feet compared to their body size and leg length, with foot length only about 25–30% the length of the lower leg. This suggests that azhdarchids were better adapted to walking on dry, relatively solid ground. Pteranodon had slightly larger feet (47% the length of the tibia), while filter-feeding pterosaurs like the ctenochasmatoids had very large feet (69% of tibial length in Pterodactylus, 84% in Pterodaustro), adapted to walking in soft muddy soil, similar to modern wading birds. Though clearly forelimb-based launchers, basal pterosaurs have hindlimbs well adapted for hopping, suggesting a connection with archosaurs such as Scleromochlus. Swimming Tracks made by ctenochasmatoids indicate that these pterosaurs swam using their hindlimbs. In general, these have large hindfeet and long torsos, indicating that they were probably more adapted for swimming than other pterosaurs. Pteranodontians conversely have several speciations in their humeri interpreted to have been suggestive of a water-based version of the typical quadrupedal launch, and several like boreopterids must have foraged while swimming, as they seem incapable of frigatebird-like aerial hawking. These adaptations are also seen in terrestrial pterosaurs like azhdarchids, which presumably still needed to launch from water in case they found themselves in it. The nyctosaurid Alcione may display adaptations for wing-propelled diving like modern gannets and tropicbirds. Diet and feeding habits Traditionally, almost all pterosaurs were seen as surface-feeding piscivores or fish-eaters, a view that still dominates popular science. Today, many pterosaurs groups are thought to have been terrestrial carnivores, omnivores or insectivores. Early-on it was recognised that the small Anurognathidae were nocturnal, aerial insectivores. With highly flexible joints on the wing finger, a broad, triangular wing shape, large eyes and short tail, these pterosaurs were likely analogous to nightjars or extant insectivorous bats, being capable of high manoeuvrability at relatively low speeds. Interpretations of the habits of basal groups have changed profoundly. Dimorphodon, envisioned as a puffin analogue in the past, is indicated by its jaw structure, gait, and poor flight capabilities, as a terrestrial/semiarboreal predator of small mammals, squamates, and large insects. Its robust dentition caused Campylognathoides to be seen as a generalist or a terrestrial predator of small vertebrates, but the highly robust humerus and high-aspect wing morphology, suggest it may have been capable of grabbing prey on the wing. The small insectivorous Carniadactylus and the larger Eudimorphodon were highly aerial animals and fast, agile flyers with long robust wings. Eudimorphodon has been found with fish remains in its stomach, but its dentition suggests an opportunistic diet. Slender-winged Austriadactylus and Caviramus were likely terrestrial/semiarboreal generalists. Caviramus likely had a strong bite force, indicating an adaptation towards hard food items that might have been chewed in view of the tooth wear. Some Rhamphorhynchidae, such as Rhamphorhynchus itself or Dorygnathus, were fish-eaters with long, slender wings, needle-like dentition and long, thin jaws. Sericipterus, Scaphognathus and Harpactognathus had more robust jaws and teeth (which were ziphodont, dagger-shaped, in Sericipterus), and shorter, broader wings. These were either terrestrial/aerial predators of vertebrates or corvid-like generalists. Wukongopteridae like Darwinopterus were first considered aerial predators. Lacking a robust jaw structure or powerful flying muscles, they are now seen as arboreal or semiterrestrial insectivores. Darwinopterus robustidens, in particular, seems to have been a beetle specialist. Among pterodactyloids, a greater variation in diet is present. Pteranodontia contained many piscivorous taxa, such as the Ornithocheirae, Boreopteridae, Pteranodontidae and Nyctosauridae. Niche partitioning caused ornithocheirs and the later nyctosaurids to be aerial dip-feeders like today's frigatebirds (with the exception of the plunge-diving adapted Alcione elainus), while boreopterids were freshwater diving animals similar to cormorants, and pteranodonts pelagic plunge-divers akin to boobies and gannets. The istiodactylids were likely primarily scavengers. Archaeopterodactyloidea obtained food in coastal or freshwater habitats. Germanodactylus and Pterodactylus were piscivores, while the Ctenochasmatidae were suspension feeders, using their numerous fine teeth to filter small organisms from shallow water. Pterodaustro was adapted for flamingo-like filter-feeding. In contrast, Azhdarchoidea mostly were terrestrial pterosaurs. Tapejaridae were arboreal omnivores, supplementing seeds and fruits with small insects and vertebrates. Dsungaripteridae were specialist molluscivores, using their powerful jaws to crush the shells of molluscs and crustaceans. Thalassodromidae were likely terrestrial carnivores. Thalassodromeus itself was named after a fishing method known as "skim-feeding", later understood to be biomechanically impossible. Perhaps it pursued relatively large prey, in view of its reinforced jaw joints and relatively high bite force. Azhdarchidae are now understood to be terrestrial predators akin to ground hornbills or some storks, eating any prey item they could swallow whole. Hatzegopteryx was a robustly built predator of relatively large prey, including medium-sized dinosaurs. Alanqa may have been a specialist molluscivore. An astonishing study was published in the journal Cretaceous Research. Paleontologists were analyzing the jaw of a pterosaur species Lonchodraco giganteus and found foramina near the tip of its beak and were in a similar pattern like extant birds which would suggest a tactile feeding habit in pterosaurs. A 2021 study reconstructed the adductor musculature of skulls from pterodactyloids, estimating the bite force and potential dietary habits of nine selected species. The study corroborated the view of pteranodontids, nyctosaurids and anhanuerids as piscivores based on them being relatively weak but fast biters, and suggest that Tropeognathus mesembrinus was specialised in consuming relatively large prey compared to Anhanguera. Dsungaripterus was corroborated as a durophage, with Thalassodromeus proposed to share this feeding habit based on high estimated bite force quotients (BFQ) and absolute bite force values. Tapejara wellnhoferi was corroborated as a specialised consumer of hard plant material with a relatively high BFQ and high mechanical advantage, and Caupedactylus ybaka and Tupuxuara leonardii were proposed to be ground-feeding generalists with intermediate bite force values and less specialised jaws. Natural predators Pterosaurs are known to have been eaten by theropods. In the 1 July 2004 edition of Nature, paleontologist Eric Buffetaut discusses an Early Cretaceous fossil of three cervical vertebrae of a pterosaur with the broken tooth of a spinosaur, most likely Irritator, embedded in it. The vertebrae are known not to have been eaten and exposed to digestion, as the joints are still articulated. Reproduction and life history While very little is known about pterosaur reproduction, it is believed that, similar to all dinosaurs, all pterosaurs reproduced by laying eggs, though such findings are very rare. The first known pterosaur egg was found in the quarries of Liaoning, the same place that yielded feathered dinosaurs. The egg was squashed flat with no signs of cracking, so evidently the eggs had leathery shells, as in modern lizards. This was supported by the description of an additional pterosaur egg belonging to the genus Darwinopterus, described in 2011, which also had a leathery shell and, also like modern reptiles but unlike birds, was fairly small compared to the size of the mother. In 2014 five unflattened eggs from the species Hamipterus tianshanensis were found in an Early Cretaceous deposit in northwest China. Examination of the shells by scanning electron microscopy showed the presence of a thin calcareous eggshell layer with a membrane underneath. A study of pterosaur eggshell structure and chemistry published in 2007 indicated that it is likely pterosaurs buried their eggs, like modern crocodiles and turtles. Egg-burying would have been beneficial to the early evolution of pterosaurs, as it allows for more weight-reducing adaptations, but this method of reproduction would also have put limits on the variety of environments pterosaurs could live in, and may have disadvantaged them when they began to face ecological competition from birds. A Darwinopterus specimen showcases that at least some pterosaurs had a pair of functional ovaries, as opposed to the single functional ovary in birds, dismissing the reduction of functional ovaries as a requirement for powered flight. Wing membranes preserved in pterosaur embryos are well developed, suggesting that pterosaurs were ready to fly soon after birth. However, tomography scans of fossilised Hamipterus eggs suggests that the young pterosaurs had well-developed thigh bones for walking, but weak chests for flight. It is unknown if this holds true for other pterosaurs. Fossils of pterosaurs only a few days to a week old (called "flaplings") have been found, representing several pterosaur families, including pterodactylids, rhamphorhinchids, ctenochasmatids and azhdarchids. All preserve bones that show a relatively high degree of hardening (ossification) for their age, and wing proportions similar to adults. In fact, many pterosaur flaplings have been considered adults and placed in separate species in the past. Additionally, flaplings are normally found in the same sediments as adults and juveniles of the same species, such as the Pterodactylus and Rhamphorhynchus flaplings found in the Solnhofen limestone of Germany, and Pterodaustro flaplings from Argentina. All are found in deep aquatic environment far from shore. For the majority of pterosaur species, it is not known whether they practiced any form of parental care, but their ability to fly as soon as they emerged from the egg and the numerous flaplings found in environments far from nests and alongside adults has led most researchers, including Christopher Bennett and David Unwin, to conclude that the young were dependent on their parents for a relatively short period of time, during a period of rapid growth while the wings grew long enough to fly, and then left the nest to fend for themselves, possibly within days of hatching. Alternatively, they may have used stored yolk products for nourishment during their first few days of life, as in modern reptiles, rather than depend on parents for food. Fossilised Hamipterus nests were shown preserving many male and female pterosaurs together with their eggs in a manner to a similar to that of modern seabird colonies. Due to how underdeveloped the chests of the hatchlings were for flying, it was suggested that Hamipterus may have practiced some form of parental care. However, this study has since been criticised. Most evidence currently leans towards pterosaur hatchlings being superprecocial, similar to that of megapode birds, which fly after hatching without the need of parental care. A further study compares evidence for superprecociality and "late term flight" and overwhelmingly suggests that most if not all pterosaurs were capable of flight soon after hatching. Growth rates of pterosaurs once they hatched varied across different groups. In more primitive, long-tailed pterosaurs ("rhamphorhynchoids"), such as Rhamphorhynchus, the average growth rate during the first year of life was 130% to 173%, slightly faster than the growth rate of alligators. Growth in these species slowed after sexual maturity, and it would have taken more than three years for Rhamphorhynchus to attain maximum size. In contrast, the more advanced, large pterodactyloid pterosaurs, such as Pteranodon, grew to adult size within the first year of life. Additionally, pterodactyloids had determinate growth, meaning that the animals reached a fixed maximum adult size and stopped growing. A 2021 study indicates that pterosaur juveniles of larger species increasingly took the roles preiously occupied by adult small pterosaurs. Daily activity patterns Comparisons between the scleral rings of pterosaurs and modern birds and reptiles have been used to infer daily activity patterns of pterosaurs. The pterosaur genera Pterodactylus, Scaphognathus, and Tupuxuara have been inferred to be diurnal, Ctenochasma, Pterodaustro, and Rhamphorhynchus have been inferred to be nocturnal, and Tapejara has been inferred to be cathemeral, being active throughout the day for short intervals. As a result, the possibly fish-eating Ctenochasma and Rhamphorhynchus may have had similar activity patterns to modern nocturnal seabirds, and the filter-feeding Pterodaustro may have had similar activity patterns to modern anseriform birds that feed at night. The differences between activity patterns of the Solnhofen pterosaurs Ctenochasma, Rhamphorhynchus, Scaphognathus, and Pterodactylus may also indicate niche partitioning between these genera. Cultural significance Pterosaurs have been a staple of popular culture for as long as their cousins the dinosaurs, though they are usually not featured as prominently in films, literature or other art. While the depiction of dinosaurs in popular media has changed radically in response to advances in paleontology, a mainly outdated picture of pterosaurs has persisted since the mid-20th century. The vague generic term "pterodactyl" is often used for these creatures. The animals depicted in fiction and pop culture frequently represent either the Pteranodon or (non-pterodactyloid) Rhamphorhynchus, or a fictionalized hybrid of the two. Many children's toys and cartoons feature "pterodactyls" with Pteranodon-like crests and long, Rhamphorhynchus-like tails and teeth, a combination that never existed in nature. However, at least one pterosaur did have both the Pteranodon-like crest and teeth: Ludodactylus, whose name means "toy finger" for its resemblance to old, inaccurate children's toys. Pterosaurs have sometimes been incorrectly identified as (the ancestors of) birds, though birds are theropod dinosaurs and not descendants of pterosaurs. Pterosaurs were used in fiction in Sir Arthur Conan Doyle's 1912 novel The Lost World and its 1925 film adaptation. They appeared in a number of films and television programs since, including the 1933 film King Kong, and 1966's One Million Years B.C. In the latter, animator Ray Harryhausen had to add inaccurate bat-like wing fingers to his stop motion models in order to keep the membranes from falling apart, though this particular error was common in art even before the film was made. Rodan, a fictional giant monster (or kaiju) which first appeared in the 1956 film Rodan, is portrayed as an enormous irradiated species of Pteranodon. Rodan has appeared in multiple Japanese Godzilla films released during the 1960s, 1970s, 1990s, and 2000s, and also appeared in the 2019 American-produced film Godzilla: King of the Monsters. After the 1960s, pterosaurs remained mostly absent from notable American film appearances until 2001's Jurassic Park III. Paleontologist Dave Hone noted that the pterosaurs in this film had not been significantly updated to reflect modern research. Errors persisting were teeth while toothless Pteranodon was intended to be depicted, nesting behavior that was known to be inaccurate by 2001, and leathery wings, rather than the taut membranes of muscle fiber required for pterosaur flight. In most media appearances, pterosaurs are depicted as piscivores, not reflecting their full dietary variation. They are also often shown as aerial predators similar to birds of prey, grasping human victims with talons on their feet. However, only the small anurognathid Vesperopterylus and small wukongopterid Kunpengopterus are known to possess prehensile feet and hands respectively; all other known pterosaurs have flat, plantigrade feet with no opposable toes, and the feet are generally proportionally small, at least in the case of the Pteranodontia. See also Flying and gliding animals Graphical timeline of pterosaurs List of pterosaur genera Phylogeny of pterosaurs Pterosaur Beach Pterosaur size Timeline of pterosaur research Explanatory notes References Sources External links Pterosaur.net, multi-authored website about all aspects of pterosaur science The Pterosaur Database, by Paul Pursglove "Comments on the phylogeny of the pterodactyloidea", by Alexander W. A. Kellner (technical) Late Triassic first appearances Maastrichtian extinctions
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The Power Macintosh, later Power Mac, is a family of personal computers designed, manufactured, and sold by Apple Computer, Inc. as the core of the Macintosh brand from March 1994 until August 2006. Described by MacWorld as "The most important technical evolution of the Macintosh since the Mac II debuted in 1987", the Power Macintosh is the first computer to use the PowerPC CPU architecture, the flagship product of the AIM alliance. Existing software for the Motorola 68k processors of previous Macintoshes would not run on the PowerPC natively, so a Mac 68k emulator was included with System 7.1.2. The emulator provides good compatibility, at about two thirds of the speed of contemporary Macintosh Quadra machines. The Power Macintosh replaced the Quadra, and was initially sold in the same enclosures. Across the next twelve years, the Power Macintosh evolved through a succession of enclosure designs, a rename to "Power Mac", five major generations of PowerPC chips, and a great deal of press coverage, design accolades, and controversy about performance claims. The Power Mac was discontinued as part of the Mac transition to Intel processors announced in 2005, making way for its replacement, the Mac Pro. History RISC exploration (1988-1990) The first Power Macintosh models were released in March 1994, but the development of Power Macintosh technology dates back to mid-1988. Jean-Louis Gassée, president of Apple's product division, started the "Jaguar" project with the goal of creating a computer that would be the fastest desktop computer on the market, capable of voice commands. This was originally envisioned to be a new computer line altogether, not a Macintosh, and the Jaguar team was initially kept independent of the Macintosh team. This separation included operating system development, with the newly-conceived "Pink" operating system considered for the new computer. Jaguar was also not intended to be a high-volume, mainstream system. Gassée's preference, as it was with the upcoming Macintosh IIfx, was to create a product that would compete in the high-end workstation market, previously not an area of strength for Apple. The decision to use RISC architecture was representative of a shift in the computer industry in 1987 and 1988, where RISC-based systems from Sun Microsystems, Hewlett-Packard, and IBM were significantly outpacing the performance offered by systems based on Motorola's 68020 and 68030 processors and Intel's 80386 and 80486 CPUs. Initially, Apple invested considerable time and effort in an attempt to create their own RISC CPU in a project code-named "Aquarius", even to a point where a Cray-1 supercomputer was purchased to assist with designing the chip. The company lacked the financial and manufacturing resources to produce a working product and the project was cancelled in 1989. By early 1990, Apple was in contact with a number of RISC vendors to find a suitable hardware partner. The team that had created the IIfx independently started experimenting with creating a new Macintosh product that would combine a Motorola 68030 processor with an AMD Am29000 (29k) RISC chip. Apple had already released a product built on the 29k, the Macintosh Display Card 8•24 GC, a so-called "Macintosh Toolbox accelerator" NuBus card that provides significantly faster drawing routines than those included on the Macintosh ROM. The team's experiments resulted in a 68020 emulator implemented in RISC, but the 29k project was dropped in mid-1990 due to financial infeasibility. Apple evaluated CPU architectures including MIPS, SPARC, i860, and ARMwhich would be much later used across many Apple product families. Negotiations with Sun included the condition that Sun would use the Macintosh interface for its SPARC workstation computers in exchange for Apple using Sun's SPARC processors in Macintosh workstations; the deal was canceled due to Apple's concern that Sun could not produce enough processors. Negotiations with MIPS to use the R4000 processor also included the condition that the Macintosh interface would be available as an alternative to Advanced Computing Environment. This deal was canceled due to Microsoft being a major partner in the ACE Consortium, as well as concerns about manufacturing capability. The Intel i860 was eliminated from consideration due to its high complexity. Apple did not consider IBM's POWER1 processor as an option, believing that IBM would not be willing to license it to third parties. In mid-1990, Apple chose the Motorola 88110, an as yet unfinished chip that combined the 88100 CPU and 88200 FPU into a single package. For the rest of the year, Apple's engineers developed a 68k emulator that would work with this future chip. This project became known as "RLC", short form "RISC LC", a play on the name of Apple's upcoming Macintosh LC computer. By January 1991, the engineering team had produced a prototype of a Macintosh LC with its 68020 CPU being swapped out for an 88100 and a 68020 emulator. This prototype was able to use an unmodified Macintosh Toolbox ROM and could boot into System 7. A few months later, a second prototype was created, utilizing a Macintosh IIsi case with the now-completed Motorola 88100 chip. Jaguar wasn't initially intended to be a high-volume mainstream system. Instead, mass-market RISC systems would follow sometime later. After Gassée left Apple in early 1990, the goal of the Jaguar project was refocused to be a mainstream Macintosh system instead of a new platform. The Jaguar project was folded into the Macintosh team in early 1991. While the Jaguar project itself never came to fruition, and Taligent never resulted in a functional operating system, many of the elements originally developed by the Jaguar hardware and software teams were brought to market in mid-1993 with the Centris 660AV and Quadra 840AV, including the Apple Adjustable Keyboard, Apple AudioVision 14 Display, GeoPort, and PlainTalk. The new case designs introduced with the Centris 610 and Quadra 800 had also originated in the Jaguar team. Development and partnership with IBM (1991-1993) By mid-1991, there was internal concern at Apple that the 88100 may not be the correct processor to move forward with as no other computer manufacturers had committed to using the processor. Using IBM's POWER was again considered, but it was a seven-chip design at the time, which was not desirable from a cost perspective. Engineers from Apple and IBM's Advanced Workstations and Systems Division met in Austin, Texas to discuss creating a single-chip version of IBM's POWER1 RISC architecture. Motorola was also present at Apple's request. IBM had already been working on such a chip, called the RISC Single Chip (RSC), in an effort to reduce production cost of their entry-level RS/6000 workstation systems. In these meetings, a number of changes were proposed to RSC that would facilitate lower costs, lower power usage, and higher yield production suitable for both the Macintosh and future RS/6000 products. In early July, executives at the three companies reached an agreement which was formally announced to the public in October. In addition to the new RISC architecture, which was given the name PowerPC, this "AIM alliance" had several goals, including creating an operating system based on Pink, an object-oriented scripting language called ScriptX, and a cross-platform media player called the Kaleida Media Player. Of the alliance, John Sculley said, "The Macintosh strategy paid off very well for us in the 1980s, but we didn't think we could establish the next generation of computing by using that model in the 1990s. Working with IBM, and making it available to everyone, we can have a much wider impact with these technologies than we did with the Macintosh." Development of the PowerPC 601 chip started in October 1991 and was completed in 21 months, with volume production starting in July 1993. The first computers to ship with a PowerPC chip were a line of IBM RS/6000 workstations in September 1993. Many Macintosh application developers used these machines for development of the initial PowerPC ports of their products, as Macintosh-based PowerPC development tools were not ready. The PowerPC 603 (which focused on lowering power usage) and 604 (which focused on high performance) projects were also underway at the same time. In July 1992, the decision was made to scale back the ambition of the initial system software release; instead of attempting to create a completely new kernel, Apple focused on producing a version of System 7 where portions of the existing Macintosh Toolbox ROM were rewritten to use native PowerPC code instead of emulating a 680x0. This provided a significant performance boost for certain highly utilized parts of the operating system, particularly QuickDraw. The first public demonstration of the new Power Macintosh — specifically, a prototype of what would become the Power Macintosh 6100 – was at an Apple Pacific sales meeting in Hawaii in October 1992. The demo was a success, and in the following months, the product plan expanded to include three models: the entry-level 6100, a mid-range 7100 housed in the Macintosh IIvx's desktop case, and a high-end 8100 based on the Quadra 800's mini-tower case. A fourth project, the Macintosh Processor Upgrade Card, was started in July 1993 with the goal of providing a straightforward upgrade path to owners of Centris- and Quadra-based Macintosh computers. The importance of this was especially significant for the Quadra 700, 900 and 950, which were not going to receive full logic board replacements. Computers upgraded in this fashion received new names such as "Power Macintosh Q650" and "Power Macintosh 900". Release and reception (1994-1995) The original plan was to release the first Power Macintosh machine on January 24, 1994, exactly ten years after the release of the first Macintosh. Ian Diery, who was EVP and general manager of the Personal Computer Division at the time, moved the release date back to March 14 in order to give manufacturing enough time to build enough machines to fill the sales channels, and to ensure that the Macintosh Processor Upgrade Card would be available at the same time. This was a departure from prior practice at Apple; they had typically released upgrade packages months after the introduction of new Macintoshes. The Power Macintosh was formally introduced at the Lincoln Center for the Performing Arts in Manhattan on March 14. Pre-orders for the new Power Macintosh models were brisk, with an announced 150,000 machines already having been sold by that date. MacWorld's review of the 6100/60 noted that "Not only has Apple finally regained the performance lead it lost about eight years ago when PCs appeared using Intel's 80386 CPU, but it has pushed far ahead." Performance of 680x0 software is slower due to the emulation layer, but MacWorld's benchmarks showed noticeably faster CPU, disk, video and floating point performance than the Quadra 610 it replaced. By January 1995, Apple had sold 1 million Power Macintosh systems. Speed-bumped versions of the Power Macintosh line were introduced at the beginning of 1995, followed in April by the first PowerPC 603 models: an all-in-one model called the Power Macintosh 5200 LC and a replacement for the Quadra 630 called the Power Macintosh 6200. Performa variants of these machines were sold as well, continuing the practice of re-branding other Macintosh models for sale in department stores and big-box electronics retailers. While the 5200 LC was well-received by critics for its design, performance, and cost, both it and the 6200 suffered from stability issues (and in the case of the 5200, display issues as well) that could only be solved by bringing the machine to an Apple dealer for replacement parts. By mid-1995, the burgeoning Power Macintosh line had all but completely supplanted every prior Macintosh line, with only the high-end Quadra 950 and two low-cost education models (the all-in-one Macintosh LC 580 and desktop LC 630) remaining in production. The competitive marketplace for "accelerator cards" that had existed for earlier Macintosh systems largely disappeared due to the comparatively low price of Apple's Macintosh Processor Upgrade Card (US$600). DayStar Digital sold upgrade cards for the IIci and various Quadra models, and full motherboard replacements were available from Apple as well. Macintosh clones from companies like DayStar Digital and Power Computing were also coming to the market at this time, undercutting Apple's prices. Transition to standardized hardware (1995-1999) When the Power Macintosh was introduced, it included the same internal and external expansion connections as other Macintosh models, all of which (save for audio input and output) were either wholly proprietary to, or largely exclusive to Apple computers. Over the next five years, Apple replaced all these ports with industry-standard connectors. The first generation of Power Macintoshes had shipped with NuBus, but by the end of 1993 it was becoming clear that Intel's PCI bus was going to be the widely adopted future of internal expansion. Apple's position as a relatively small player in the larger personal computer market meant that few device manufacturers invested in creating both NuBus- and PCI-compatible versions of their cards. The first PCI-based system was the range-topping Power Macintosh 9500, introduced in May 1995. This was followed shortly afterwards by the introduction of the "Power Surge" line of second-generation Power Macintosh systems – the Power Macintosh 7200, 7500 and 8500. The 8500 and 9500 were built around the new PowerPC 604, offering speeds starting at 120 MHz. InfoWorld's review of the 8500 showed a speed improvement in their "business applications suite" benchmark from 10 minutes with the 8100/100, to 7:37 for the 8500/120. They also noted that the 8500 runs an average of 24 to 44 percent faster than a similarly-clocked Intel Pentium chip, increasing to double on graphics and publishing tasks. The transition to PCI continued into 1996, with the introduction of the all-in-one 5400, desktop 6300/160 (usually sold as a Performa 6360), and mini-tower 6400 models. The success of the Macintosh clone market also prompted Apple to produce its own inexpensive machine using parts and production techniques that were common in both the clone market and the Wintel desktop market at the time. The Power Macintosh 4400 (sold as a 7220 in Asia and Australia) employed bent sheet metal instead of plastic for its case internals, and included a standard ATX power supply. Alongside the transition to PCI, Apple began a gradual transition away from SCSI hard disks to IDE as a cost-saving measure, both for themselves and for users who wanted to upgrade their hard drives. The low-end 5200 and 6200 were the first to adopt IDE internal drives, though Apple's proprietary 25-pin external SCSI connector remained. The beige Power Macintosh G3 models being the last to include SCSI drives as standard, and it was the last Macintosh to include the external SCSI connector. When the Power Macintosh G3 (Blue and White) was introduced in early 1999, the port was replaced by two FireWire 400 ports. The Blue and White G3 was also the last Macintosh to include Apple Desktop Bus ports, a proprietary technology created by Steve Wozniak to connect keyboards, mice and software protection dongles such as those from Avid Technology. Two USB ports were also included, making this the only Power Macintosh to include both ADB and USB. Another port that was retired during this time is the Apple Attachment Unit Interface. This was a proprietary version of the industry-standard Attachment Unit Interface connector for 10BASE5 Ethernet that Apple had created to avoid confusion with the 15-pin connector that Apple used for connecting external displays. The AAUI port required a costly external transceiver to connect to a network. By the early 1990s, the networking industry was coalescing around the 10BASE-T connector, leading Apple to include this port alongside AAUI in mid-1995, starting with the Power Macintosh 9500. The Power Macintosh G3 excluded the AAUI port. The Power Mac G4 (AGP Graphics) was released in the second half of 1999; it was the first Power Macintosh to include only industry-standard internal and external expansion. For some years afterwards, a number of third parties created dongles that provided backwards compatibility to users of newer Power Mac systems with old hardware. This included companies like Griffin Technology, MacAlly Peripherals, Rose Electronics and many others. In some cases, these companies produced adapters that matched the aesthetic design of the Power Mac. Industrial design and the Megahertz Myth (1999-2002) Shortly after Steve Jobs' return to Apple in 1997, Jony Ive was appointed senior vice president of industrial design. Building on the critical and commercial success of the iMac, Ive and his team created an entirely new case design for the Power Macintosh G3, combining many of the aesthetic principles of the iMac (curves, translucent plastics, use of color) with the ease-of-access characteristics of the company's popular "Outrigger" Macintosh models from previous years. The result was the Power Macintosh G3 (Blue and White), a machine that received considerable plaudits from reviewers, including PC Magazine's Technical Excellence Award for 1999. "The Power Mac provides the fastest access to the insides of a computer we've ever seen," they wrote. "Just lift a handle and a hinged door reveals everything inside." This case design, code-named "El Capitan", was retained through the entire lifetime of the Power Mac G4. The introduction of the Blue and White G3 mini-tower also marked the end of the desktop and all-in-one Power Macintosh case designs, the latter being replaced by the iMac. A second model called the Power Mac G4 Cube was introduced in 2000, which fitted the specifications of a mid-range Power Mac G4 into a cube less than 9" in each axis. This model was on sale for about a year before being discontinued, and was not considered a sales success (150,000 units were sold, about one-third of Apple's projections), but the distinctive design of both the computer and its accompanying Harman Kardon speakers prompted the Museum of Modern Art in New York City to retain them in their collection. The PowerPC chips in the G3 and G4 became a central part of Apple's branding and marketing for the Power Macintosh. For example, the Blue and White G3 features the letters "G3" on the side that are fully one-third the height of the entire case, a significant departure from the small labels typically used on prior Macintosh computers. And when the Power Mac G4 was introduced, print ads included pictures of the G4 chip and mentioned its AltiVec instruction set by its own marketing name, "Velocity Engine". A related element of Apple's marketing strategy, especially after mid-2001, was to highlight what they described as the "Megahertz myth", challenging the belief that a processor's clock speed is directly correlated with performance. This had become important with the introduction of Intel's Pentium 4, which featured significantly higher clock speeds than competing chips from Sun, IBM, and AMD, but without a corresponding performance benefit. The company's public presentations -- Stevenotes in particular—often featured lengthy segments pitting a high-powered Compaq or Dell computer against the Power Macintosh in a series of benchmarks and scripted tasks, usually in Adobe Photoshop. These presentations often showed the Power Macintosh besting Intel's Pentium chips by margins significantly exceeding 50%, but independent benchmarks did not bear this out. InfoWorld reviewer Jennifer Plonka reported that the 400 MHz G3 was 11% slower than a comparably-specced Pentium II-450 in an Office applications suite test, while Photoshop 5.0 was faster by 26%. And in 2003, Maximum PC ran a variety of gaming, Photoshop and LightWave 3D benchmarks, and reported that the Dual 1.25 GHz G4 system was about half the speed of a dual-processor Intel Xeon Prestonia 2.8 GHz system. A related criticism leveled at Power Mac systems from this time, particularly the G4 Mirrored Drive Doors, was the increased fan noise level compared to older systems. The Power Mac G5 and the end of Power (2003-2006) By the time the Power Mac G5 was unveiled at Apple's Worldwide Developers Conference in July 2003, Apple's desktop range had fallen significantly behind competing computers in performance. The G5 closed much of this gap by moving to the PowerPC 970 processor with clock speeds up to 2.0 GHz, and a full 64-bit architecture. It also introduced a significantly revised enclosure design, replacing the use of plastics with anodized aluminum alloy. Reviews were generally positive. InfoWorld described the G5 as "Apple's best work yet", and said it "delivers on the present need for rapid computing, deep multitasking, and responsive user interfaces — as well as the future need for mainstream computers that rapidly process and analyze massive data sets." PC Magazine again awarded the Power Mac G5 with its Award for Technical Excellence for 2003. However, the G5's heavy weight (10 pounds more than the previous year's Quicksilver Power Mac G4), limited internal expansion options, issues with ground loop, and noise in the single-processor models' power supply units resulted in significant criticism of the product. Apple also continued to make unsubstantiated performance claims about the new Power Mac. This resulted in the Advertising Standards Authority for the United Kingdom banning Apple from using the phrase "the world's fastest, most powerful personal computer" to describe the Power Mac G5 after independent tests carried out by the Broadcast Advertising Clearance Centre determined the claim to be false. Another claim made by Steve Jobs at the 2003 Worldwide Developers Conference was that the company would be selling a 3 GHz G5 by mid-2004; this never happened. Three generations of Power Mac G5 were released before it was discontinued during the Mac transition to Intel processors. The announcement of the transition came in mid-2005, but the third generation of G5 systems was introduced towards the end of 2005. Most notably in this generation was the introduction of a Quad-core 2.5 GHz system. Not only was this the first Apple computer with four processing cores, it was the first to incorporate PCI Express instead of PCI-X for internal expansion. It also required an IEC 60320 C19 power connector that was more common on rackmounted server hardware, instead of the industry-standard C13 connector used with personal computers. The official end to the Power Macintosh line came at the 2006 Worldwide Developers Conference, where Phil Schiller introduced its replacement, the Mac Pro. The G5's enclosure design was retained for the Mac Pro and continued to be used for seven more years, making it among the longest-lived designs in Apple's history. Models The Power Macintosh models can be broadly classified into two categories, depending on whether they were released before or after Apple introduced its "four quadrant" product strategy in 1998. Before the introduction of the Power Macintosh G3 (Blue and White) in 1999, Apple had shipped Power Macintosh-labelled machines in nine different form factors, some of which were carry-overs from pre-PowerPC product lines, such as the Quadra/Centris 610 and the IIvx. This was reduced to one model in the new product strategy, with the exception of the Power Mac G4 Cube in 2000 and 2001. 1994-1997 Apple named Power Macintosh models from this period after the first pre-PowerPC model of Macintosh to use a particular form factor, followed by a slash and the speed of the CPU. For example, the Power Macintosh 6300/120 uses the Quadra 630's form factor and has a CPU. Machines with "AV" in their name denote variants that include extended audio-video capabilities. Machines with "PC Compatible" in their name include a separate card with an x86-compatible CPU; these models are therefore capable of running MS-DOS and Microsoft Windows applications, typically Windows 3.1. Machines with "MP" in their name denote machines that include two CPUs. These early models had two distinct generations. The first generation uses the PowerPC 601 and 603 processors and used the old NuBus expansion slots, while the second generation uses the faster 603e, 604 and 604e chips as well as industry-standard PCI expansion slots. The second generation also makes use of Open Firmware, allowing them to more easily boot alternate operating systems (including OS X via XPostFacto), though use of various hacks was still necessary. Power Macintosh 4400 The Power Macintosh 4400 is a desktop case with a height of , suitable for horizontal placement with a monitor on top. Power Macintosh 4400/160, 200, 200 (PC Compatible) (Marketed as the Power Macintosh 7220 in some regions) Power Macintosh 5200 The Power Macintosh 5200 is an all-in-one form factor with specifications and internal designs similar to the Quadra 630. Collectively these machines are sometimes referred to as the "Power Macintosh/Performa 5000 series". Power Macintosh 5200/75 LC Power Macintosh 5260/100, 120 Power Macintosh 5300/100 LC Power Macintosh 5400/120, 180, 200 Power Macintosh 5500/225, 250 Centris 610 The Centris 610 form factor is a low-profile "pizza-box" design with a height of , intended to be placed on a desktop with a monitor on top. Power Macintosh 6100/60, 60AV, 66, 66AV, 66 (DOS Compatible) Quadra 630 The Quadra 630 form factor is a horizontally-oriented design with a height of , suitable for placing a monitor on top. Power Macintosh 6200/75 Power Macintosh 6300/120, 160 Performa 6400 The Performa 6400 form factor is a mini-tower design, suitable for being placed beside a monitor. Power Macintosh 6400/180, 200 Power Macintosh 6500/225, 250, 275, 300 Power Macintosh 7100 The IIvx form factor is a horizontally-oriented desktop form factor with a height of , suitable for placing a monitor on top. Power Macintosh 7100/66, 66AV, 80, 80AV Power Macintosh 7500 The Power Macintosh 7500 form factor is a horizontally-oriented desktop design with a height of , suitable for placing a monitor on top. Power Macintosh 7200/75, 90, 120 (PC), 200 (PC) Power Macintosh 7300/166, 180 (PC), 200 Power Macintosh 7500/100 Power Macintosh 7600/120, 132, 200 Quadra 800 The Quadra 800 form factor is a mini-tower design, with a width of . Power Macintosh 8100/80, 80AV, 100, 100AV, 110, 110AV Power Macintosh 8115/110 Power Macintosh 8200/100, 120 Power Macintosh 8500/120, 132, 150, 180 Power Macintosh 8515/120 Power Macintosh 9600 The Power Macintosh 9600 form factor is a mini-tower design with a width of . Power Macintosh 8600/200, 250, 300 Power Macintosh 9500/120, 132, 150, 180MP, 200 Power Macintosh 9515/132 Power Macintosh 9600/200, 200MP, 233, 300, 350 1997-2006 Starting with the Power Macintosh G3, Apple changed its product naming to include the generation of PowerPC CPU, with the name of the form factor or a key feature afterwards in brackets. The all-in-one models would eventually be spun off into the iMac line, whilst the compact form factor models would be spun off into the Mac Mini. Power Macintosh G3 Power Macintosh G3 Desktop Power Macintosh G3 Mini Tower Power Macintosh G3 All-In-One Power Macintosh G3 Blue and White Power Mac G4 Power Mac G4 PCI Graphics Power Mac G4 AGP Graphics Power Mac G4 Gigabit Ethernet Power Mac G4 Digital Audio Power Mac G4 Quicksilver Power Mac G4 Quicksilver 2002 Power Mac G4 Mirrored Drive Doors Power Mac G4 Mirrored Drive Doors FW800 Power Mac G4 Mirrored Drive Doors 2003 Power Mac G4 Cube Power Mac G5 The Power Mac G5's name was changed to incorporate the time period in which the model was released. Power Mac G5 (original) Power Mac G5 June 2004 Power Mac G5 Late 2004 Power Mac G5 Early 2005 Power Mac G5 Late 2005 Naming The Power Mac brand name was used for Apple's high-end tower style computers, targeted primarily at businesses and creative professionals, in differentiation to their more compact "iMac" line (intended for home use) and the "eMac" line (for the education markets). They were usually equipped with Apple's newest technologies, and commanded the highest prices among Apple desktop models. Some Power Mac G4 and G5 models were offered in dual-processor configurations. Prior to the Power Mac name change, certain Power Macintosh models were otherwise identical to their lower-cost re-branded siblings sold as the Macintosh LC and Macintosh Performa, as well as the dedicated Apple Workgroup Server and Macintosh Server G3 & G4 lines. Other past Macintosh lines which used PowerPC processors include the PowerBook 5300 and later models, iMac, iBook and Xserve as well as the Apple Network Server, which was technically not a Macintosh. Advertising and marketing Apple positioned the Power Macintosh as a high-end personal computer aimed at businesses and creative professionals with an advertising campaign consisting of several television commercials and print ads. The television commercials used the slogan "The Future Is Better Than You Expected", featuring the first three Power Macintosh computers to showcase special features such as networking and MS-DOS compatibility. In 1993 and 1994, a television advertising campaign created by BBDO aired with the slogan "It does more, it costs less, it's that simple." See also Mac Pro PowerBook List of Macintosh models grouped by CPU type References External links Apple.com – Support – Specifications – Power Mac Everymac.com – Apple Power Macintosh systems Lowendmac.com – Power Mac Index Computer-related introductions in 1994
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Pong is a table tennis–themed arcade sports video game, featuring simple two-dimensional graphics, manufactured by Atari and originally released in 1972. It was one of the earliest arcade video games; it was created by Allan Alcorn as a training exercise assigned to him by Atari co-founder Nolan Bushnell, but Bushnell and Atari co-founder Ted Dabney were surprised by the quality of Alcorn's work and decided to manufacture the game. Bushnell based the game's concept on an electronic ping-pong game included in the Magnavox Odyssey, the first home video game console. In response, Magnavox later sued Atari for patent infringement. Pong was the first commercially successful video game, and it helped to establish the video game industry along with the Magnavox Odyssey. Soon after its release, several companies began producing games that closely mimicked its gameplay. Eventually, Atari's competitors released new types of video games that deviated from Pong's original format to varying degrees, and this, in turn, led Atari to encourage its staff to move beyond Pong and produce more innovative games themselves. Atari released several sequels to Pong that built upon the original's gameplay by adding new features. During the 1975 Christmas season, Atari released a home version of Pong exclusively through Sears retail stores. The home version was also a commercial success and led to numerous clones. The game was remade on numerous home and portable platforms following its release. Pong is part of the permanent collection of the Smithsonian Institution in Washington, D.C., due to its cultural impact. Gameplay Pong is a two-dimensional sports game that simulates table tennis. The player controls an in-game paddle by moving it vertically across the left or right side of the screen. They can compete against another player controlling a second paddle on the opposing side. Players use the paddles to hit a ball back and forth. The goal is for each player to reach eleven points before the opponent; points are earned when one fails to return the ball to the other. Development and history Pong was the first game developed by Atari. After producing Computer Space, Bushnell decided to form a company to produce more games by licensing ideas to other companies. The first contract was with Bally Manufacturing Corporation for a driving game. Soon after the founding, Bushnell hired Allan Alcorn because of his experience with electrical engineering and computer science; Bushnell and Dabney also had previously worked with him at Ampex. Prior to working at Atari, Alcorn had no experience with video games. Bushnell had originally planned to develop a driving video game, influenced by Chicago Coin's Speedway (1969) which at the time was the biggest-selling electro-mechanical game at his amusement arcade. However, Bushnell had concerns that it might be too complicated for Alcorn's first game. To acclimate Alcorn to creating games, Bushnell gave him a project secretly meant to be a warm-up exercise. Bushnell told Alcorn that he had a contract with General Electric for a product, and asked Alcorn to create a simple game with one moving spot, two paddles, and digits for score keeping. In 2011, Bushnell stated that the game was inspired by previous versions of electronic tennis he had played before; Bushnell played a version on a PDP-1 computer in 1964 while attending college. However, Alcorn has claimed it was in direct response to Bushnell's viewing of the Magnavox Odyssey's Tennis game. In May 1972, Bushnell had visited the Magnavox Profit Caravan in Burlingame, California where he played the Magnavox Odyssey demonstration, specifically the table tennis game. Though he thought the game lacked quality, seeing it prompted Bushnell to assign the project to Alcorn. Alcorn first examined Bushnell's schematics for Computer Space, but found them to be illegible. He went on to create his own designs based on his knowledge of transistor–transistor logic (TTL) and Bushnell's game. Feeling the basic game was too boring, Alcorn added features to give the game more appeal. He divided the paddle into eight segments to change the ball's angle of return. For example, the center segments return the ball at a 90° angle in relation to the paddle, while the outer segments return the ball at smaller angles. He also made the ball accelerate the longer it remained in play; missing the ball reset the speed. Another feature was that the in-game paddles were unable to reach the top of the screen. This was caused by a simple circuit that had an inherent defect. Instead of dedicating time to fixing the defect, Alcorn decided it gave the game more difficulty and helped limit the time the game could be played; he imagined two skilled players being able to play forever otherwise. Three months into development, Bushnell told Alcorn he wanted the game to feature realistic sound effects and a roaring crowd. Dabney wanted the game to "boo" and "hiss" when a player lost a round. Alcorn had limited space available for the necessary electronics and was unaware of how to create such sounds with digital circuits. After inspecting the sync generator, he discovered that it could generate different tones and used those for the game's sound effects. To construct the prototype, Alcorn purchased a $75 Hitachi black-and-white television set from a local store, placed it into a wooden cabinet, and soldered the wires into boards to create the necessary circuitry. The prototype impressed Bushnell and Dabney so much that they felt it could be a profitable product and decided to test its marketability. In August 1972, Bushnell and Alcorn installed the Pong prototype at a local bar, Andy Capp's Tavern. They selected the bar because of their good working relation with the bar's owner and manager, Bill Gaddis; Atari supplied pinball machines to Gaddis. Bushnell and Alcorn placed the prototype on one of the tables near the other entertainment machines: a jukebox, pinball machines, and Computer Space. The game was well received the first night and its popularity continued to grow over the next one and a half weeks. Bushnell then went on a business trip to Chicago to demonstrate Pong to executives at Bally and Midway Manufacturing; he intended to use Pong to fulfill his contract with Bally, rather than the driving game. A few days later, the prototype began exhibiting technical issues and Gaddis contacted Alcorn to fix it. Upon inspecting the machine, Alcorn discovered that the problem was that the coin mechanism was overflowing with quarters. After hearing about the game's success, Bushnell decided there would be more profit for Atari to manufacture the game rather than license it, but the interest of Bally and Midway had already been piqued. Bushnell decided to inform each of the two groups that the other was uninterested—Bushnell told the Bally executives that the Midway executives did not want it and vice versa—to preserve the relationships for future dealings. Upon hearing Bushnell's comment, the two groups declined his offer. Bushnell had difficulty finding financial backing for Pong; banks viewed it as a variant of pinball, which at the time the general public associated with the Mafia. Atari eventually obtained a line of credit from Wells Fargo that it used to expand its facilities to house an assembly line. The company announced Pong on 29 November 1972. Management sought assembly workers at the local unemployment office, but was unable to keep up with demand. The first arcade cabinets produced were assembled very slowly, about ten machines a day, many of which failed quality testing. Atari eventually streamlined the process and began producing the game in greater quantities. By 1973, they began shipping Pong to other countries with the aid of foreign partners. In Japan, Pong was officially released in November 1973 by Atari Japan, which would later become part of Namco. However, Pong had been beaten to the market by two Japanese Pong clones released in July 1973: Sega's Pong Tron and Taito's Elepong. Home version After the success of Pong, Bushnell pushed his employees to create new products. A new electronic technology, the large-scale integration (LSI) chip, had recently become available, which Bushnell believed would "allow pioneering in new" game concepts. Atari began working on the reduction of Pong from a large arcade printed circuit board (PCB) down to a small LSI chip for use in a home system. The initial development cost for a game on a single LSI chip was expensive, costing around , but once the chip was developed, it became cheaper to mass-produce the game as well as more difficult to reverse-engineer. In 1974, Atari engineer Harold Lee proposed a home version of Pong that would connect to a television: Home Pong. The system began development under the codename Darlene, named after an employee at Atari. Alcorn worked with Lee to develop the designs and prototype and based them on the same digital technology used in their arcade games. The two worked in shifts to save time and money; Lee worked on the design's logic during the day, while Alcorn debugged the designs in the evenings. After the designs were approved, fellow Atari engineer Bob Brown assisted Alcorn and Lee in building a prototype. The prototype consisted of a device attached to a wooden pedestal containing over a hundred wires, which was eventually be replaced with a single chip designed by Alcorn and Lee; the chip had yet to be tested and built before the prototype was constructed. The chip was finished in the latter half of 1974, and was, at the time, the highest-performing chip used in a consumer product. Bushnell and Gene Lipkin, Atari's vice-president of sales, approached toy and electronic retailers to sell Home Pong, but were rejected. Retailers felt the product was too expensive and would not interest consumers. Atari contacted the Sears Sporting Goods department after noticing a Magnavox Odyssey advertisement in the sporting goods section of its catalog. Atari staff discussed the game with a representative, Tom Quinn, who expressed enthusiasm and offered the company an exclusive deal. Believing they could find more favorable terms elsewhere, Atari's executives declined and continued to pursue toy retailers. In January 1975, Atari staff set up a Home Pong booth at the American Toy Fair (a trade fair) in New York City, but was unsuccessful in soliciting orders due to high price of the unit. While at the show, they met Quinn again, and, a few days later, set up a meeting with him to obtain a sales order. In order to gain approval from the Sporting Goods department, Quinn suggested Atari demonstrate the game to executives in Chicago. Alcorn and Lipkin traveled to the Sears Tower and, despite a technical complication in connection with an antenna on top of the building which broadcast on the same channel as the game, obtained approval. Bushnell told Quinn he could produce 75,000 units in time for the Christmas season; however, Quinn requested double the amount. Though Bushnell knew Atari lacked the capacity to manufacture 150,000 units, he agreed. Atari acquired a new factory through funding obtained by venture capitalist Don Valentine. Supervised by Jimm Tubb, the factory fulfilled the Sears order. The first units manufactured were branded with Sears' "Tele-Games" name. Atari later released a version under its own brand in 1976. Lawsuit from Magnavox In April 1974 Magnavox filed suit against Atari, Allied Leisure, Bally Midway and Chicago Dynamics. Magnavox argued that Atari had infringed on Sanders Associates' patents relating to the concept of electronic ping-pong based on detailed records Ralph Baer kept of the Odyssey's design process dating back to 1966. Other documents included depositions from witnesses and a signed guest book that demonstrated Bushnell had played the Odyssey's table tennis game prior to releasing Pong. In response to claims that he saw the Odyssey, Bushnell later stated that, "The fact is that I absolutely did see the Odyssey game and I didn't think it was very clever." After considering his options, Bushnell decided to settle with Magnavox out of court in June 1976. Bushnell's lawyer felt they could win; however, he estimated legal costs of US$1.5 million, which would have exceeded Atari's funds. Magnavox offered Atari an agreement to become a licensee for US$1.5 million payable in eight installments. In addition, Magnavox obtained the right to full information on Atari products publicly announced or released over the next year. Magnavox continued to pursue legal action against the other companies, and proceedings began shortly after Atari's settlement. The first case took place at the district court in Chicago, with Judge John Grady presiding. Magnavox won the suit against the remaining defendants. Atari may have delayed the announcement of the Atari 2600 by a few months to avoid disclosing information about the system under the settlement agreement. Impact and legacy The Pong arcade games manufactured by Atari were a great success. The prototype was well received by Andy Capp's Tavern patrons; people came to the bar solely to play the game. Following its release, Pong consistently earned four times more revenue than other coin-operated machines. Bushnell estimated that the game earned US$35–40 per day (i.e.140–160 plays daily per console at $0.25 per play), which he described as nothing he'd ever seen before in the coin-operated entertainment industry at the time. The game's earning power resulted in an increase in the number of orders Atari received. This provided Atari with a steady source of income; the company sold the machines at three times the cost of production. By 1973, the company had filled 2,500 orders, and, at the end of 1974, sold more than 8,000 units. The arcade cabinets have since become collector's items with the cocktail-table version being the rarest. Soon after the game's successful testing at Andy Capp's Tavern, other companies began visiting the bar to inspect it. Similar games appeared on the market three months later, produced by companies like Ramtek and Nutting Associates. Atari could do little against the competitors as they had not initially filed for patents on the solid state technology used in the game. When the company did file for patents, complications delayed the process. As a result, the market consisted primarily of "Pong clones"; author Steven Kent estimated that Atari had produced less than a third of the machines. Bushnell referred to the competitors as "Jackals" because he felt they had an unfair advantage. His solution to competing against them was to produce more innovative games and concepts. Home Pong was an instant success following its limited 1975 release through Sears; around 150,000 units were sold that holiday season. The game became Sears' most successful product at the time, which earned Atari a Sears Quality Excellence Award. Atari's own version sold an additional 50,000 units. Similar to the arcade version, several companies released clones to capitalize on the home console's success, many of which continued to produce new consoles and video games. Magnavox re-released their Odyssey system with simplified hardware and new features and, later, released updated versions. Coleco entered the video game market with their Telstar console; it features three Pong variants and was also succeeded by newer models. Nintendo released the Color TV Game 6 in 1977, which plays six variations of electronic tennis. The next year, it was followed by an updated version, the Color TV Game 15, which features fifteen variations. The systems were Nintendo's entry into the home video game market and the first to produce themselves—they had previously licensed the Magnavox Odyssey. The dedicated Pong consoles and the numerous clones have since become varying levels of rare; Atari's Pong consoles are common, while APF Electronics' TV Fun consoles are moderately rare. Prices among collectors, however, vary with rarity; the Sears Tele-Games versions are often cheaper than those with the Atari brand. Several publications consider Pong the game that launched the video game industry as a lucrative enterprise. Video game author David Ellis sees the game as the cornerstone of the video game industry's success, and called the arcade game "one of the most historically significant" titles. Kent attributes the "arcade phenomenon" to Pong and Atari's games that followed it, and considers the release of the home version the successful beginning of home video game consoles. Bill Loguidice and Matt Barton of Gamasutra referred to the game's release as the start of a new entertainment medium, and commented that its simple, intuitive gameplay made it a success. In 1996 Next Generation named it one of the "Top 100 Games of All Time", recounting that "Next Generation staff ignor[ed] hundreds of thousands of dollars of 32-bit software to play Pong for hours when the Genesis version was released." In 1999, Next Generation listed Pong as number 34 on their "Top 50 Games of All Time", commenting that, "Despite, or perhaps because of, its simplicity, Pong is the ultimate two-player challenge – a test of reaction times and very simple strategy stripped down to its barest essentials." Entertainment Weekly named Pong one of the top ten games for the Atari 2600 in 2013. Many of the companies that produced their own versions of Pong eventually became well known within the industry. Nintendo entered the video game market with clones of Home Pong. The revenue generated from them—each system sold over a million units—helped the company survive a difficult financial time, and spurred them to pursue video games further. After seeing the success of Pong, Konami decided to break into the arcade game market and released its first title, Maze. Its moderate success drove the company to develop more titles. Bushnell felt that Pong was especially significant in its role as a social lubricant, since it was multiplayer-only and did not require each player to use more than one hand: "It was very common to have a girl with a quarter in hand pull a guy off a bar stool and say, 'I'd like to play Pong and there's nobody to play.' It was a way you could play games, you were sitting shoulder to shoulder, you could talk, you could laugh, you could challenge each other ... As you became better friends, you could put down your beer and hug. You could put your arm around the person. You could play left-handed if you so desired. In fact, there are a lot of people who have come up to me over the years and said, 'I met my wife playing Pong,' and that's kind of a nice thing to have achieved." Sequels and remakes Bushnell felt the best way to compete against imitators was to create better products, leading Atari to produce sequels in the years following the original's release: Pong Doubles, Super Pong, Ultra Pong, Quadrapong, and Pin-Pong. The sequels feature similar graphics, but include new gameplay elements; for example, Pong Doubles allows four players to compete in pairs, while Quadrapong—also released by Kee Games as Elimination—has them compete against each other in a four-way field. Bushnell also conceptualized a free-to-play version of Pong to entertain children in a Doctor's office. He initially titled it Snoopy Pong and fashioned the cabinet after Snoopy's doghouse with the character on top, but retitled it to Puppy Pong and altered Snoopy to a generic dog to avoid legal action. Bushnell later used the game in his chain of Chuck E. Cheese's restaurants. In 1976, Atari released Breakout, a single-player variation of Pong where the object of the game is to remove bricks from a wall by hitting them with a ball. Like Pong, Breakout was followed by numerous clones that copied the gameplay, such as Arkanoid, Alleyway, and Break 'Em All. Atari remade the game on numerous platforms. In 1977, Pong and several variants of the game were featured in Video Olympics, one of the original release titles for the Atari 2600. Pong has also been included in several Atari compilations on platforms including the Sega Genesis, PlayStation Portable, Nintendo DS, and personal computer. Through an agreement with Atari, Bally Gaming and Systems developed a slot machine version of the game. The Atari published TD Overdrive includes Pong as an extra game which is played during the loading screen. A 3D platform game with puzzle and shooter elements was reportedly in development by Atari Corporation for the Atari Jaguar in September 1995 under the title Pong 2000, as part of their series of arcade game updates for the system and was set to have an original storyline for it, but it was never released. In 1999, the game was remade for home computers and the PlayStation with 3D graphics and power-ups. In 2012, Atari celebrated the 40th anniversary of Pong by releasing Pong World. In 2020, they released Pong Quest for Steam, later releasing on PlayStation 4, Xbox One, and Nintendo Switch. A remake of the game has been announced for release exclusively for the Intellivision Amico. In popular culture The game is featured in episodes of television series including George and Mildred, That '70s Show, King of the Hill and Saturday Night Live. In 2006, an American Express commercial featured Andy Roddick in a tennis match against the white, in-game paddle. Other video games have also referenced and parodied Pong; for example Neuromancer for the Commodore 64 and Banjo-Kazooie: Nuts & Bolts for the Xbox 360. The concert event Video Games Live has performed audio from Pong as part of a special retro "Classic Arcade Medley". Frank Black's song "Whatever Happened to Pong?" on the album Teenager of the Year references the game's elements. The game was also shown in one scene in the thriller Zodiac. Dutch design studio Buro Vormkrijgers created a Pong-themed clock as a fun project within their offices. After the studio decided to manufacture it for retail, Atari took legal action in February 2006. The two companies eventually reached an agreement in which Buro Vormkrijgers could produce a limited number under license. In 1999, French artist Pierre Huyghe created an installation titled "Atari Light", in which two people use handheld gaming devices to play Pong on an illuminated ceiling. The work was shown at the Venice Biennale in 2001, and the Museo de Arte Contemporáneo de Castilla y León in 2007. The game was included in the London Barbican Art Gallery's 2002 Game On exhibition meant to showcase the various aspects of video game history, development, and culture. References Further reading External links Pong-story.com, comprehensive site about Pong and its origins. The Atari Museum An in-depth look at Atari and its history THE Pong Flyer 1970s toys 1972 in video gaming 1972 video games Arcade video games Atari arcade games Atari games Cancelled Atari Jaguar games Discrete video arcade games First-generation video game consoles Head-to-head arcade video games Home video game consoles Mobile games Paddle-and-ball video games Products introduced in 1972 Table tennis video games Video games developed in the United States
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In Christian theology, historical patripassianism (as it is referred to in the Western church) is a version of Sabellianism in the Eastern church (and a version of modalism, modalistic monarchianism, or modal monarchism). Modalism is the belief that God the Father, Jesus Christ, and the Holy Spirit are three different modes or aspects of one monadic God, as perceived by the believer, rather than three distinct persons within the Godhead – that there are no real or substantial differences between the three, such that the identity of the Spirit or the Son is that of the Father. In the West, a version of this belief was known pejoratively as patripassianism by its critics (from Latin patri- "father" and passio "suffering"), because the teaching required that since God the Father had become directly incarnate in Christ, the Father literally sacrificed Himself on the Cross. Trinitarian perspective From the standpoint of the doctrine of the Trinity— one divine being existing in three persons— patripassianism is considered heretical since "it simply cannot make sense of the New Testament's teaching on the interpersonal relationship of Father, Son, and Spirit." In this patripassianism asserts that God the Father—rather than God the Son—became incarnate and suffered on the cross for humanity's redemption. This amplifies the personhood of Jesus Christ as the personality of the Father, but is seen by trinitarians as distorting the spiritual transaction of atonement that was taking place at the cross, which the Apostle Paul described as follows: "God [the Father] was reconciling the world to himself in Christ [the Son], not counting people’s sins against them. . . . God [the Father] made him who had no sin [Jesus of Nazareth] to be sin for us, so that in him [the Son] we might become the righteousness of God [the Father]." (2 Corinthians 5:19, 21) It is possible, however, to modify patripassianism so as to acknowledge the Divine Being as having feelings toward, and sharing in the experiences of, both Jesus— whom Christians regard as both human and divine— and other human beings. Full-orbed patripassianism denies Trinitarian distinctions, yet it does not contradict Christianity as defined in the Creeds to say that God feels or experiences things, including nonphysical forms of suffering. With regard to the crucifixion of Jesus, they claim it is consistent with Scriptural teaching to say that God the Father suffered—that is, felt emotional and spiritual pain as He watched His Son suffer on the Cross, as it is written "The Spirit searches all things, even the deep things of God (...) no one knows the thoughts of God except the Spirit of God (...) What we have received is (...) the Spirit who is from God." (1 Corinthians 2:10-12). History Patripassianism is attested as early as the 2nd century; theologians such as Praxeas speak of God as unipersonal. Patripassianism was referred to as a belief ascribed to those following Sabellianism, after a chief proponent, Sabellius, especially by the chief opponent Tertullian, who also opposed Praexas. Sabellius, considered a founder of an early movement, was a priest who was excommunicated from the Church by Pope Callixtus I in 220 and lived in Rome. Sabellius advanced the doctrine of one God sometimes referred to as the “economic Trinity” and he opposed the Eastern Orthodox doctrine of the “essential Trinity”. Praxeas and Noetus were some major followers. Because the writings of Sabellius were destroyed it is hard to know if he did actually believe in Patripassianism, but one early version of the Apostles' Creed, recorded by Rufinus, explicitly states that the Father is 'impassible.' This reading dates to about 390 AD. This addition was made in response to patripassianism, which Rufinus evidently regarded as a heresy, while Ignatius believes the incarnate one is the impassible, saying "being impassible, He was in a passible body, being immortal, He was in a mortal body". Cyprian and Tertullian famously accused the Modalistic Monarchians of patripassianism. The Monarchians taught the unity of the Godhead in Christ and that as the Son suffered the Father also experienced the sufferings. They did not teach that the Father died on the cross, though they were sometimes accused of this. This term has been used by others such as F. L. Cross and E. A. Livingstone to describe other Oneness religions. See also Nontrinitarianism Trinitarianism References Nontrinitarianism
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Prayer is an invocation or act that seeks to activate a rapport with an object of worship through deliberate communication. In the narrow sense, the term refers to an act of supplication or intercession directed towards a deity or a deified ancestor. More generally, prayer can also have the purpose of thanksgiving or praise, and in comparative religion is closely associated with more abstract forms of meditation and with charms or spells. Prayer can take a variety of forms: it can be part of a set liturgy or ritual, and it can be performed alone or in groups. Prayer may take the form of a hymn, incantation, formal creedal statement, or a spontaneous utterance in the praying person. The act of prayer is attested in written sources as early as 5000 years ago. Today, most major religions involve prayer in one way or another; some ritualize the act, requiring a strict sequence of actions or placing a restriction on who is permitted to pray, while others teach that prayer may be practised spontaneously by anyone at any time. Scientific studies regarding the use of prayer have mostly concentrated on its effect on the healing of sick or injured people. The efficacy of prayer in faith healing has been evaluated in numerous studies, with contradictory results. Etymology The English term prayer is from . The Vulgate Latin is , which translates Greek προσευχή in turn the Septuagint translation of Biblical Hebrew tĕphillah. Act of prayer Various spiritual traditions offer a wide variety of devotional acts. There are morning and evening prayers, graces said over meals, and reverent physical gestures. Some Christians bow their heads and fold their hands. Some Native Americans regard dancing as a form of prayer. Some Sufis whirl. Hindus chant mantras. Jewish prayer may involve swaying back and forth and bowing. Muslim prayer involves bowing, kneeling and prostration. Quakers keep silent. Some pray according to standardized rituals and liturgies, while others prefer extemporaneous prayers. Still others combine the two. Friedrich Heiler is often cited in Christian circles for his systematic Typology of Prayer which lists six types of prayer: primitive, ritual, Greek cultural, philosophical, mystical, and prophetic. Some forms of prayer require a prior ritualistic form of cleansing or purification such as in ghusl and wudhu. Prayer may be done privately and individually, or it may be done corporately in the presence of fellow believers. Prayer can be incorporated into a daily "thought life", in which one is in constant communication with a god. Some people pray throughout all that is happening during the day and seek guidance as the day progresses. This is actually regarded as a requirement in several Christian denominations, although enforcement is not possible nor desirable. There can be many different answers to prayer, just as there are many ways to interpret an answer to a question, if there in fact comes an answer. Some may experience audible, physical, or mental epiphanies. If indeed an answer comes, the time and place it comes is considered random. Some outward acts that sometimes accompany prayer are: anointing with oil; ringing a bell; burning incense or paper; lighting a candle or candles; See, for example, facing a specific direction (i.e. towards Mecca or the East); making the sign of the cross. One less noticeable act related to prayer is fasting. A variety of body postures may be assumed, often with specific meaning (mainly respect or adoration) associated with them: standing; sitting; kneeling; prostrate on the floor; eyes opened; eyes closed; hands folded or clasped; hands upraised; holding hands with others; a laying on of hands and others. Prayers may be recited from memory, read from a book of prayers, or composed spontaneously as they are prayed. They may be said, chanted, or sung. They may be with musical accompaniment or not. There may be a time of outward silence while prayers are offered mentally. Often, there are prayers to fit specific occasions, such as the blessing of a meal, the birth or death of a loved one, other significant events in the life of a believer, or days of the year that have special religious significance. Details corresponding to specific traditions are outlined below. Origins and early history Anthropologically, the concept of prayer is closely related to that of surrender and supplication. The traditional posture of prayer in medieval Europe is kneeling or supine with clasped hands, in antiquity more typically with raised hands. The early Christian prayer posture was standing, looking up to heaven, with outspread arms and bare head. This is the pre-Christian, pagan prayer posture (except for the bare head, which was prescribed for males in Corinthians 11:4, in Roman paganism, the head had to be covered in prayer). Certain Cretan and Cypriote figures of the Late Bronze Age, with arms raised, have been interpreted as worshippers. Their posture is similar to the "flight" posture, a crouching posture with raised hands, observed in schizophrenic patients and related to the universal "hands up" gesture of surrender. The kneeling posture with clasped hands appears to have been introduced only with the beginning high medieval period, presumably adopted from a gesture of feudal homage. Although prayer in its literal sense is not used in animism, communication with the spirit world is vital to the animist way of life. This is usually accomplished through a shaman who, through a trance, gains access to the spirit world and then shows the spirits' thoughts to the people. Other ways to receive messages from the spirits include using astrology or contemplating fortune tellers and healers. Some of the oldest extant literature, such as the Kesh temple hymn (c. 26th century BC) are liturgy addressed to deities and thus technically "prayer". The Egyptian Pyramid Texts of about the same period similarly contain spells or incantations addressed to the gods. In the loosest sense, in the form of magical thinking combined with animism, prayer has been argued as representing a human cultural universal, which would have been present since the emergence of behavioral modernity, by anthropologists such as Sir Edward Burnett Tylor and Sir James George Frazer. Reliable records are available for the polytheistic religions of the Iron Age, most notably Ancient Greek religion (which strongly influenced Roman religion). These religious traditions were direct developments of the earlier Bronze Age religions. Ceremonial prayer was highly formulaic and ritualized. In ancient polytheism, ancestor worship is indistinguishable from theistic worship (see also Euhemerism). Vestiges of ancestor worship persist, to a greater or lesser extent, in modern religious traditions throughout the world, most notably in Japanese Shinto and in Chinese folk religion. The practices involved in Shinto prayer are heavily influenced by Buddhism; Japanese Buddhism has also been strongly influenced by Shinto in turn. Shinto prayers quite frequently consist of wishes or favors asked of the kami, rather than lengthy praises or devotions. The practice of votive offering is also universal, and is attested at least since the Bronze Age. In Shinto, this takes the form of a small wooden tablet, called an ema. Prayers in Etruscan were used in the Roman world by augurs and other oracles long after Etruscan became a dead language. The Carmen Arvale and the Carmen Saliare are two specimens of partially preserved prayers that seem to have been unintelligible to their scribes, and whose language is full of archaisms and difficult passages. Roman prayers and sacrifices were often envisioned as legal bargains between deity and worshipper. The Roman principle was expressed as do ut des: "I give, so that you may give." Cato the Elder's treatise on agriculture contains many examples of preserved traditional prayers; in one, a farmer addresses the unknown deity of a possibly sacred grove, and sacrifices a pig in order to placate the god or goddess of the place and beseech his or her permission to cut down some trees from the grove. Celtic, Germanic and Slavic religions are recorded much later, and much more fragmentarily, than the religions of classical antiquity. They nevertheless show substantial parallels to the better-attested religions of the Iron Age. In the case of Germanic religion, the practice of prayer is reliably attested, but no actual liturgy is recorded from the early (Roman era) period. An Old Norse prayer is on record in the form of a dramatization in skaldic poetry. This prayer is recorded in stanzas2 and3 of the poem Sigrdrífumál, compiled in the 13th century Poetic Edda from earlier traditional sources, where the valkyrie Sigrdrífa prays to the gods and the earth after being woken by the hero Sigurd. A prayer to Odin is mentioned in chapter2 of the Völsunga saga where King Rerir prays for a child. In stanza9 of the poem Oddrúnargrátr, a prayer is made to "kind wights, Frigg and Freyja, and many gods In chapter 21 of Jómsvíkinga saga, wishing to turn the tide of the Battle of Hjörungavágr, Haakon Sigurdsson eventually finds his prayers answered by the goddesses Þorgerðr Hölgabrúðr and Irpa. Folk religion in the medieval period produced syncretisms between pre-Christian and Christian traditions. An example is the 11th-century Anglo-Saxon charm Æcerbot for the fertility of crops and land, or the medical Wið færstice. The 8th-century Wessobrunn Prayer has been proposed as a Christianized pagan prayer and compared to the pagan Völuspá and the Merseburg Incantations, the latter recorded in the 9th or 10th century but of much older traditional origins. In Australian Aboriginal mythology, prayers to the "Great Wit" are performed by the "clever men" and "clever women", or kadji. These Aboriginal shamans use maban or mabain, the material that is believed to give them their purported magical powers. The Pueblo Indians are known to have used prayer sticks, that is, sticks with feathers attached as supplicatory offerings. The Hopi Indians used prayer sticks as well, but they attached to it a small bag of sacred meal. Approaches to prayer Direct petitions There are different forms of prayer. One of them is to directly appeal to a deity to grant one's requests. Some have termed this as the social approach to prayer. Atheist arguments against prayer are mostly directed against petitionary prayer in particular. Daniel Dennett argued that petitionary prayer might have the undesirable psychological effect of relieving a person of the need to take active measures. This potential drawback manifests in extreme forms in such cases as Christian Scientists who rely on prayers instead of seeking medical treatment for family members for easily curable conditions which later result in death. Christopher Hitchens (2012) argued that praying to a god which is omnipotent and all-knowing would be presumptuous. For example, he interprets Ambrose Bierce's definition of prayer by stating that "the man who prays is the one who thinks that god has arranged matters all wrong, but who also thinks that he can instruct god how to put them right." Educational approach In this view, prayer is not a conversation. Rather, it is meant to inculcate certain attitudes in the one who prays, but not to influence. Among Jews, this has been the approach of Rabbenu Bachya, Rabbi Yehuda Halevi, Joseph Albo, Samson Raphael Hirsch, and Joseph B. Soloveitchik. This view is expressed by Rabbi Nosson Scherman in the overview to the Artscroll Siddur (p. XIII). Among Christian theologians, E.M. Bounds stated the educational purpose of prayer in every chapter of his book, The Necessity of Prayer. Prayer books such as the Book of Common Prayer are both a result of this approach and an exhortation to keep it. Rationalist approach In this view, the ultimate goal of prayer is to help train a person to focus on divinity through philosophy and intellectual contemplation (meditation). This approach was taken by the Jewish scholar and philosopher Maimonides and the other medieval rationalists. It became popular in Jewish, Christian, and Islamic intellectual circles, but never became the most popular understanding of prayer among the laity in any of these faiths. In all three of these faiths today, a significant minority of people still hold to this approach. Experiential approach In this approach, the purpose of prayer is to enable the person praying to gain a direct experience of the recipient of the prayer (or as close to direct as a specific theology permits). This approach is very significant in Christianity and widespread in Judaism (although less popular theologically). In Eastern Orthodoxy, this approach is known as hesychasm. It is also widespread in Sufi Islam, and in some forms of mysticism. It has some similarities with the rationalist approach, since it can also involve contemplation, although the contemplation is not generally viewed as being as rational or intellectual. Christian and Roman Catholic traditions also include an experiential approach to prayer within the practice of lectio divina. Historically a Benedictine practice, lectio divina involves the following steps: a short scripture passage is read aloud; the passage is meditated upon using the mind to place the listener within a relationship or dialogue with the text; recitation of a prayer; and concludes with contemplation. The Catechism of the Catholic Church describes prayer and meditation as follows: Meditation engages thought, imagination, emotion, and desire. This mobilization of faculties is necessary in order to deepen our convictions of faith, prompt the conversion of our heart, and strengthen our will to follow Christ. Christian prayer tries above all to meditate on the mysteries of Christ, as in lectio divina or the rosary. This form of prayerful reflection is of great value, but Christian prayer should go further: to the knowledge of the love of the Lord Jesus, to union with him. The experience of God within Christian mysticism has been contrasted with the concept of experiential religion or mystical experience because of a long history or authors living and writing about experience with the divine in a manner that identifies God as unknowable and ineffable, the language of such ideas could be characterized paradoxically as "experiential", as well as without the phenomena of experience. The notion of "religious experience" can be traced back to William James, who used a term called "religious experience" in his book, The Varieties of Religious Experience. The origins of the use of this term can be dated further back. In the 18th, 19th, and 20th centuries, several historical figures put forth very influential views that religion and its beliefs can be grounded in experience itself. While Kant held that moral experience justified religious beliefs, John Wesley in addition to stressing individual moral exertion thought that the religious experiences in the Methodist movement (paralleling the Romantic Movement) were foundational to religious commitment as a way of life. Wayne Proudfoot traces the roots of the notion of "religious experience" to the German theologian Friedrich Schleiermacher (1768–1834), who argued that religion is based on a feeling of the infinite. The notion of "religious experience" was used by Schleiermacher and Albert Ritschl to defend religion against the growing scientific and secular critique, and defend the view that human (moral and religious) experience justifies religious beliefs. Such religious empiricism would be later seen as highly problematic and was – during the period in-between world wars – famously rejected by Karl Barth. In the 20th century, religious as well as moral experience as justification for religious beliefs still holds sway. Some influential modern scholars holding this liberal theological view are Charles Raven and the Oxford physicist/theologian Charles Coulson. The notion of "religious experience" was adopted by many scholars of religion, of whom William James was the most influential. The notion of "experience" has been criticised. Robert Sharf points out that "experience" is a typical Western term, which has found its way into Asian religiosity via western influences. The notion of "experience" introduces a false notion of duality between "experiencer" and "experienced", whereas the essence of kensho is the realisation of the "non-duality" of observer and observed. "Pure experience" does not exist; all experience is mediated by intellectual and cognitive activity. The specific teachings and practices of a specific tradition may even determine what "experience" someone has, which means that this "experience" is not the proof of the teaching, but a result of the teaching. A pure consciousness without concepts, reached by "cleaning the doors of perception", would be an overwhelming chaos of sensory input without coherence. Abrahamic religions Hebrew Bible In the Hebrew Bible prayer is an evolving means of interacting with God, most frequently through a spontaneous, individual, unorganized form of petitioning and/or thanking. Standardized prayer such as is done today is non-existent, although beginning in Deuteronomy, the Bible lays the groundwork for organized prayer, including basic liturgical guidelines, and by the Bible's later books, prayer has evolved to a more standardized form, although still radically different from the form practiced by modern Jews. Individual prayer is described by the Tanakh two ways. The first of these is when prayer is described as occurring, and a result is achieved, but no further information regarding a person's prayer is given. In these instances, such as with Isaac, Moses, Samuel, and Job, the act of praying is a method of changing a situation for the better. The second way in which prayer is depicted is through fully fleshed out episodes of prayer, where a person's prayer is related in full. Many famous biblical personalities have such a prayer, including every major character from Hannah to Hezekiah. New Testament In the New Testament prayer is presented as a positive command. The People of God are challenged to include Christian prayer in their everyday life, even in the busy struggles of marriage as it brings people closer to God. Jesus encouraged his disciples to pray in secret in their private rooms, using the Lord's Prayer, as a humble response to the prayer of the Pharisees, whose practices in prayer were regarded as impious by the New Testament writers. Throughout the New Testament, prayer is shown to be God's appointed method by which we obtain what He has to bestow. Further, the Book of James says that the lack of blessings in life results from a failure to pray. Jesus healed through prayer and expected his followers to do so also. The apostle Paul wrote to the churches of Thessalonica to "Pray continually." Judaism Observant Jews pray three times a day, Shacharit, Mincha, and Ma'ariv with lengthier prayers on special days, such as the Shabbat and Jewish holidays including Musaf and the reading of the Torah. The siddur is the prayerbook used by Jews all over the world, containing a set order of daily prayers. Jewish prayer is usually described as having two aspects: kavanah (intention) and keva (the ritualistic, structured elements). The most important Jewish prayers are the Shema Yisrael ("Hear O Israel") and the Amidah ("the standing prayer"). Communal prayer is preferred over solitary prayer, and a quorum of ten adult males (a minyan) is considered by Orthodox Judaism a prerequisite for several communal prayers. There are also many other ritualistic prayers a Jew performs during their day, such as washing before eating bread, washing after one wakes up in the morning, and doing grace after meals. Rationalist approach In this view, the ultimate goal of prayer is to help train a person to focus on divinity through philosophy and intellectual contemplation. This approach was taken by Maimonides and the other medieval rationalists. One example of this approach to prayer is noted by Rabbi Steven Weil, who was appointed the Orthodox Union's Executive-Vice President in 2009. He notes that the word "prayer" is a derivative of the Latin "precari", which means "to beg". The Hebrew equivalent "tefilah", however, along with its root "pelel" or its reflexive "l’hitpallel", means the act of self-analysis or self-evaluation. This approach is sometimes described as the person praying having a dialogue or conversation with God. Educational approach In this view, prayer is not a conversation. Rather, it is meant to inculcate certain attitudes in the one who prays, but not to influence. This has been the approach of Rabbenu Bachya, Yehuda Halevy, Joseph Albo, Samson Raphael Hirsch, and Joseph Dov Soloveitchik. This view is expressed by Rabbi Nosson Scherman in the overview to the Artscroll Siddur (p. XIII); note that Scherman goes on to also affirm the Kabbalistic view (see below). Kabbalistic approach Kabbalah uses a series of kavanot, directions of intent, to specify the path the prayer ascends in the dialog with God, to increase its chances of being answered favorably. Kabbalists ascribe a higher meaning to the purpose of prayer, which is no less than affecting the very fabric of reality itself, restructuring and repairing the universe in a real fashion. In this view, every word of every prayer, and indeed, even every letter of every word, has a precise meaning and a precise effect. Prayers thus literally affect the mystical forces of the universe, and repair the fabric of creation. Among Jews, this approach has been taken by the Chassidei Ashkenaz (German pietists of the Middle-Ages), the Arizal's Kabbalist tradition, Ramchal, most of Hassidism, the Vilna Gaon, and Jacob Emden. Christianity Christian prayers are quite varied. They can be completely spontaneous, or read entirely from a text, like the Anglican Book of Common Prayer. The most common prayer among Christians is the Lord's Prayer, which according to the gospel accounts (e.g. Matthew 6:9–13) is how Jesus taught his disciples to pray. The Lord's Prayer is a model for prayers of adoration, confession and petition in Christianity. In the second century Apostolic Tradition, Hippolytus instructed Christians to pray at seven fixed prayer times: "on rising, at the lighting of the evening lamp, at bedtime, at midnight" and "the third, sixth and ninth hours of the day, being hours associated with Christ's Passion." Breviaries such as the Shehimo and Agpeya are used by Oriental Orthodox Christians to pray these seven canonical hours while facing in the eastward direction of prayer. In medieval England, prayers (particularly the paternoster) were frequently used as a measure of time in medical and culinary recipe books. Christians generally pray to God. Some Christians, such as Catholics, Lutherans, Orthodox, and Methodists pray for the dead; Roman Catholics, will also ask the righteous in heaven and "in Christ," such as the Virgin Mary or other saints to intercede by praying on their behalf (intercession of saints). Formulaic closures in many Christian denominations, such as Lutheranism and Catholicism include "through our Lord Jesus Christ, Your Son, who lives and reigns with You, in the unity of the Holy Spirit, God, through all the ages of ages," and "in the name of the Father, and the Son, and the Holy Spirit." It is customary among Christians to end prayers with "In Jesus' name, Amen" or more commonly, with the sign of the cross while saying the Trinitarian formula. The most commonly used closure of prayer in Christianity is "Amen" (from a Hebrew adverb used as a statement of affirmation or agreement, usually translated as so be it). In the Western or Latin Rite of the Roman Catholic Church, probably the most common is the Rosary; In the Eastern Church (the Eastern rites of the Catholic Church and Orthodox Church), the Jesus Prayer. The Jesus Prayer is also often repeated as part of the meditative hesychasm practice in Eastern Christianity. Roman Catholic tradition includes specific prayers and devotions as acts of reparation which do not involve a petition for a living or deceased beneficiary, but aim to repair the sins of others, e.g. for the repair of the sin of blasphemy performed by others. Other forms of prayer among Catholics would be meditative prayer, contemplative prayer and infused prayer discussed at length by Catholic Saints St. John of the Cross and St. Theresa of Jesus. Pentecostalism In Pentecostal congregations, prayer is often accompanied by speaking in an unknown tongue, a practice now known as glossolalia. Practitioners of Pentecostal glossolalia may claim that the languages they speak in prayer are real foreign languages, and that the ability to speak those languages spontaneously is a gift of the Holy Spirit. Some people outside of the movement, however, have offered dissenting views. George Barton Cutten suggested that glossolalia was a sign of mental illness. Felicitas Goodman suggested that tongue speakers were under a form of hypnosis. Others suggest that it is a learned behaviour. Some of these views have allegedly been refuted. Christian Science Christian Science teaches that prayer is a spiritualization of thought or an understanding of God and of the nature of the underlying spiritual creation. Adherents believe that this can result in healing, by bringing spiritual reality into clearer focus in the human scene. The world as it appears to the senses is regarded as a distorted version of the world of spiritual ideas. Prayer can heal the distortion. Christian Scientists believe that prayer does not change the spiritual creation but gives a clearer view of it, and the result appears in the human scene as healing: the human picture adjusts to coincide more nearly with the divine reality. Christian Scientists do not practice intercessory prayer as it is commonly understood, and they generally avoid combining prayer with medical treatment in the belief that the two practices tend to work against each other. Prayer works through love: the recognition of God's creation as spiritual, intact, and inherently lovable. Islam The Arabic word for prayer is salah. In Islam, five daily obligatory prayers are considered one of the pillars of the religion. The command of ritual prayer repeatedly occurs in the Quran. The person performs the prayer while they are facing the Kaaba in Mecca. There is the "call for prayer" (the adhan), where the muezzin calls for all the followers to stand together for the prayer. The prayer consists of actions such as glorifying and praising God (such as mentioning ‘Allāhu Akbar’ (God is Great)) while standing, recitation of chapters of the Quran (such as the opening chapter of the book (Al-Fatiha)), bowing down then praising God, prostrating (sujud) then again praising God. It ends with the words: "Peace be with you and God's mercy." During the prayer, a Muslim cannot talk or do anything else besides pray. Once the prayer is complete, one can offer personal prayers or supplications to God for their needs, known as dua. There are many standard invocations in Arabic to be recited at various times (e.g. after the prayer) and for various occasions (e.g. for one's parents) with manners and etiquette such as before eating. Muslims may also say dua in their own words and languages for any issue they wish to communicate with God in the hope that God will answer their prayers. Certain Shi'a sects pray the five daily prayers divided into three separate parts of the day, providing several Hadith as supporting evidence; although according to Shia Islam, it is also permissible to pray at five times. Mandaeism Daily prayer in Mandaeism called brakha consists of a set prayers that are recited three times per day. Mandaeans stand facing north while reciting daily prayers. Unlike in Islam and Coptic Orthodox Christianity, prostration is not practiced. Mandaean priests recite rahma prayers three times every day, while laypeople also recite the Rushma (signing prayer) and Asiet Malkia ("Healing of Kings") daily. The three prayer times in Mandaeism are: dawn (sunrise) noontime (the "seventh hour") evening (sunset) Baháʼí Faith Bahá'u'lláh, the Báb, and `Abdu'l-Bahá wrote many prayers for general use, and some for specific occasions, including for unity, detachment, spiritual upliftment, and healing among others. Followers of the Baháʼí Faith are also required to recite each day one of three obligatory prayers composed by Bahá'u'lláh. The believers have been enjoined to face in the direction of the Qiblih when reciting their Obligatory Prayer. The longest obligatory prayer may be recited at any time during the day; another, of medium length, is recited once in the morning, once at midday, and once in the evening; and the shortest can be recited anytime between noon and sunset. Baháʼís also read from and meditate on the scriptures every morning and evening. Eastern religions In both Buddhism and Hinduism, the repetition of mantras is closely related to the practice of repetitive prayer in Western religion (rosary, Jesus prayer). Many of the most widespread Hindu and Buddhist mantras are in origin invocations of deities, e.g. Gayatri Mantra dedicated to Savitr, Pavamana Mantra to Soma Pavamana, and many of the Buddhist Dhāraṇī originate as recitations of lists of names or attributes of deities. Most of the shorter Buddhist mantras originate as the invocation of the name of a specific deity or bodhisattva, such as Om mani padme hum being in origin the invocation of a bodhisattva called Maṇipadma. However, from an early time these mantras were interpreted in the context of mystical sound symbolism. The most extreme example of this is the om syllable, which as early as in the Aitareya Brahmana was claimed as equivalent to the entire Vedas (collection of ritual hymns). Buddhism In the earliest Buddhist tradition, the Theravada, and in the later Mahayana tradition of Zen (or Chán), prayer plays only an ancillary role. It is largely a ritual expression of wishes for success in the practice and in helping all beings. The skillful means (Sanskrit: upāya) of the transfer of merit (Sanskrit: pariṇāmanā) is an evocation and prayer. Moreover, indeterminate buddhas are available for intercession as they reside in awoken-fields (Sanskrit: buddha-kshetra). The nirmānakāya of an awoken-field is what is generally known and understood as a mandala. The opening and closing of the ring (Sanskrit: maṇḍala) is an active prayer. An active prayer is a mindful activity, an activity in which mindfulness is not just cultivated but is. A common prayer is "May the merit of my practice, adorn Buddhas' Pure Lands, requite the fourfold kindness from above, and relieve the suffering of the three life-journeys below. Universally wishing sentient beings, Friends, foes, and karmic creditors, all to activate the Bodhi mind, and all to be reborn in the Pure Land of Ultimate Bliss." (願以此功德 莊嚴佛淨土 上報四重恩 下濟三途苦 普願諸眾生 冤親諸債主 悉發菩提心 同生極樂國) The Generation Stage (Sanskrit: utpatti-krama) of Vajrayana involves prayer elements. The Tibetan Buddhism tradition emphasizes an instructive and devotional relationship to a guru; this may involve devotional practices known as guru yoga which are congruent with prayer. It also appears that Tibetan Buddhism posits the existence of various deities, but the peak view of the tradition is that the deities or yidam are no more existent or real than the continuity (Sanskrit: santana; refer mindstream) of the practitioner, environment and activity. But how practitioners engage yidam or tutelary deities will depend upon the level or more appropriately yana at which they are practicing. At one level, one may pray to a deity for protection or assistance, taking a more subordinate role. At another level, one may invoke the deity, on a more equal footing. And at a higher level one may deliberately cultivate the idea that one has become the deity, whilst remaining aware that its ultimate nature is śūnyatā. The views of the more esoteric yana are impenetrable for those without direct experience and empowerment. Pure Land Buddhism emphasizes the recitation by devotees of prayer-like mantras, a practice often called Nembutsu. On one level it is said that reciting these mantras can ensure rebirth into a Sambhogakāya land (Sanskrit: buddha-kshetra) after bodily dissolution, a sheer ball spontaneously co-emergent to a buddha's enlightened intention. According to Shinran, the founder of the Pure Land Buddhism tradition that is most prevalent in the US, "for the long haul nothing is as efficacious as the Nembutsu." On another, the practice is a form of meditation aimed at achieving realization. But beyond all these practices the Buddha emphasized the primacy of individual practice and experience. He said that supplication to gods or deities was not necessary. Nevertheless, today many lay people in East Asian countries pray to the Buddha in ways that resemble Western prayer—asking for intervention and offering devotion. Hinduism Hinduism has incorporated many kinds of prayer (Sanskrit: prārthanā), from fire-based rituals to philosophical musings. While chanting involves 'by dictum' recitation of timeless verses or verses with timings and notations, dhyanam involves deep meditation (however short or long) on the preferred deity/God. Again the object to which prayers are offered could be a persons referred as devtas, trinity or incarnation of either devtas or trinity or simply plain formless meditation as practiced by the ancient sages. These prayers can be directed to fulfilling personal needs or deep spiritual enlightenment, and also for the benefit of others. Ritual invocation was part and parcel of the Vedic religion and as such permeated their sacred texts. Indeed, the highest sacred texts of the Hindus, the Vedas, are a large collection of mantras and prayer rituals. Classical Hinduism came to focus on extolling a single supreme force, Brahman, that is made manifest in several lower forms as the familiar gods of the Hindu pantheon. Hindus in India have numerous devotional movements. Hindus may pray to the highest absolute God Brahman, or more commonly to its three manifestations, a creator god called Brahma, a preserver god called Vishnu and a destroyer god (so that the creation cycle can start afresh) Shiva, and at the next level to Vishnu's avatars (earthly appearances) Rama and Krishna or to many other male or female deities. Typically, Hindus pray with their hands (the palms) joined in pranam. The hand gesture is similar to the popular Indian greeting namaste. Sikhism The Ardās (Punjabi: ਅਰਦਾਸ) is a Sikh prayer that is done before performing or after undertaking any significant task; after reciting the daily Banis (prayers); or completion of a service like the Paath (scripture reading/recitation), kirtan (hymn-singing) program or any other religious program. In Sikhism, these prayers are also said before and after eating. The prayer is a plea to God to support and help the devotee with whatever he or she is about to undertake or has done. The Ardas is usually always done standing up with folded hands. The beginning of the Ardas is strictly set by the tenth Sikh Guru, Guru Gobind Singh. When it comes to conclusion of this prayer, the devotee uses words like "Waheguru please bless me in the task that I am about to undertake" when starting a new task or "Akal Purakh, having completed the hymn-singing, we ask for your continued blessings so that we can continue with your memory and remember you at all times", etc. The word "Ardās" is derived from Persian word 'Arazdashat', meaning a request, supplication, prayer, petition or an address to a superior authority. Ardās is a unique prayer based on the fact that it is one of the few well-known prayers in the Sikh religion that was not written in its entirety by the Gurus. The Ardās cannot be found within the pages of the Guru Granth Sahib because it is a continually changing devotional text that has evolved over time in order for it to encompass the feats, accomplishments, and feelings of all generations of Sikhs within its lines. Taking the various derivation of the word Ardās into account, the basic purpose of this prayer is an appeal to Waheguru for his protection and care, as well as being a plea for the welfare and prosperity of all mankind, and a means for the Sikhs to thank Waheguru for all that he has done. Iranian religions Zoroastrianism Zoroastrians are not fire-worshippers, as some Westerners wrongly believe. Zoroastrians believe that the elements are pure and that fire represents God's light or wisdom. Zoroastrian worship practices have evolved from ancient times to the present day.Over time, Zoroastrians developed the concept of worshipping in temples, sometimes called fire temples. New religious movements Wiccan prayers can include meditation, rituals and incantations. Wiccans see prayers as a form of communication with the God and Goddess. Such communication may include prayers for esbat and sabbat celebrations, for dinner, for pre-dawn times or for one's own or others' safety, for healing or for the dead. In Raëlism rites and practises vary from initiation ceremonies to sensual meditation. An initiation ceremony usually involves a Raelian putting water on the forehead of a new member. Such ceremonies take place on certain special days on the Raelian calendar. Sensual meditation techniques include breathing exercises and various forms of erotic meditation. In Eckankar, one of the basic forms of prayer includes singing the word "HU" (pronounced as "hue"), a holy name of God. ECKists may do this with eyes closed or open, aloud or silently. Practitioners may experience the divine ECK or Holy Spirit. Practitioners of theurgy and Western esotericism may practice a form of ritual which utilizes both pre-sanctioned prayers and names of God, and prayers "from the heart" that, when combined, allow the participant to ascend spiritually, and in some instances, induce a trance in which God or other spiritual beings may be realized. Very much as in Hermetic Qabalah and orthodox Kabbalah, it is believed that prayer can influence both the physical and non-physical worlds. The use of ritualistic signs and names are believed to be archetypes in which the subconscious may take form as the Inner God, or another spiritual being, and the "prayer from the heart" to be that spiritual force speaking through the participant. In Thelema (which includes both theist as well as atheist practitioners) adherents share a number of practices that are forms of individual prayer, including basic yoga; (asana and pranayama); various forms of ritual magick; rituals of one's own devising (often based upon a syncretism of religions, or Western Esotericism, such as the Lesser Banishing Ritual of the Pentagram and Star Ruby); and performance of Liber Resh vel Helios (aka Liber 200), which consists of four daily adorations to the sun (often consisting of four hand/body positions and recitation of a memorized song, normally spoken, addressing different godforms identified with the sun). While no dogma within Thelema expresses the purpose behind any individual aspirant who chooses to perform "Resh", note that the practice of "Resh" is not a simple petition toward the sun, nor a form of "worshiping" the celestial body that we call the Sun, but instead uses the positioning of that source of light, which enables life on our planet, as well as using mythological images of that solar force, so that the individual can perform the prayer, possibly furthering a self-identification with the sun, so "that repeated application of the Liber Resh adorations expands the consciousness of the individual by compelling him to take a different perspective, by inducing him to 'look at things from the point of view of the Sun' [...]". Prayer healing Prayer is often used as a means of faith healing in an attempt to use religious or spiritual means to prevent illness, cure disease, or improve health. Scientific studies regarding the use of prayer have mostly concentrated on its effect on the healing of sick or injured people. Meta-studies have been performed showing evidence only for no effect or a potentially small effect. For instance, a 2006 meta analysis on 14 studies concluded that there is "no discernable effect" while a 2007 systemic review of studies on intercessory prayer reported inconclusive results, noting that seven of 17 studies had "small, but significant, effect sizes" but the review noted that the most methodologically rigorous studies failed to produce significant findings. Some studies have indicated increased medical complications in groups receiving prayer over those without. The efficacy of petition in prayer for physical healing to a deity has been evaluated in numerous other studies, with contradictory results. There has been some criticism of the way the studies were conducted. Some attempt to heal by prayer, mental practices, spiritual insights, or other techniques, claiming they can summon divine or supernatural intervention on behalf of the ill. Others advocate that ill people may achieve healing through prayer performed by themselves. According to the varied beliefs of those who practice it, faith healing may be said to afford gradual relief from pain or sickness or to bring about a sudden "miracle cure", and it may be used in place of, or in tandem with, conventional medical techniques for alleviating or curing diseases. Faith healing has been criticized on the grounds that those who use it may delay seeking potentially curative conventional medical care. This is particularly problematic when parents use faith healing techniques on children. Efficacy of prayer healing In 1872, Francis Galton conducted a famous statistical experiment to determine whether prayer had a physical effect on the external environment. Galton hypothesized that if prayer was effective, members of the British Royal family would live longer, given that thousands prayed for their wellbeing every Sunday. He therefore compared longevity in the British Royal family with that of the general population, and found no difference. While the experiment was probably intended to satirize, and suffered from a number of confounders, it set the precedent for a number of different studies, the results of which are contradictory. Two studies claimed that patients who are being prayed for recover more quickly or more frequently although critics have claimed that the methodology of such studies are flawed, and the perceived effect disappears when controls are tightened. One such study, with a double-blind design and about 500 subjects per group, was published in 1988; it suggested that intercessory prayer by born again Christians had a statistically significant positive effect on a coronary care unit population. Critics contend that there were severe methodological problems with this study. Another such study was reported by Harris et al. Critics also claim that the 1988 study was not fully double-blinded, and that in the Harris study, patients actually had a longer hospital stay in the prayer group, if one discounts the patients in both groups who left before prayers began, although the Harris study did demonstrate the prayed for patients on average received lower course scores (indicating better recovery). One of the largest randomized, blind clinical trials was a remote retroactive intercessory prayer study conducted in Israel by Leibovici. This study used 3393 patient records from 1990 to 1996, and blindly assigned some of these to an intercessory prayer group. The prayer group had shorter hospital stays and duration of fever. Several studies of prayer effectiveness have yielded null results. A 2001 double-blind study of the Mayo Clinic found no significant difference in the recovery rates between people who were (unbeknownst to them) assigned to a group that prayed for them and those who were not. Similarly, the MANTRA study conducted by Duke University found no differences in outcome of cardiac procedures as a result of prayer. In another similar study published in the American Heart Journal in 2006, Christian intercessory prayer when reading a scripted prayer was found to have no effect on the recovery of heart surgery patients; however, the study found patients who had knowledge of receiving prayer had slightly higher instances of complications than those who did not know if they were being prayed for or those who did not receive prayer. Another 2006 study suggested that prayer actually had a significant negative effect on the recovery of cardiac bypass patients, resulting in more frequent deaths and slower recovery time for those patient who received prayers. Many believe that prayer can aid in recovery, not due to divine influence but due to psychological and physical benefits. It has also been suggested that if a person knows that he or she is being prayed for it can be uplifting and increase morale, thus aiding recovery. (See Subject-expectancy effect.) Many studies have suggested that prayer can reduce physical stress, regardless of the god or gods a person prays to, and this may be true for many worldly reasons. According to a study by Centra State Hospital, "the psychological benefits of prayer may help reduce stress and anxiety, promote a more positive outlook, and strengthen the will to live." Other practices such as yoga, t'ai chi, and meditation may also have a positive impact on physical and psychological health. Others feel that the concept of conducting prayer experiments reflects a misunderstanding of the purpose of prayer. The previously mentioned study published in the American Heart Journal indicated that some of the intercessors who took part in it complained about the scripted nature of the prayers that were imposed to them, saying that this is not the way they usually conduct prayer: One scientific movement attempts to track the physical effects of prayer through neuroscience. Leaders in this movement include Andrew Newberg, an associate professor at the University of Pennsylvania. In Newberg's brain scans, monks, priests, nuns, sisters and gurus alike have exceptionally focused attention and compassion sites. This is a result of the frontal lobe of the brain's engagement (Newberg, 2009). Newburg believes that anybody can connect to the supernatural with practice. Those without religious affiliations benefit from the connection to the metaphysical as well. Newberg also states that further evidence towards humans' need for metaphysical relationships is that as science had increased spirituality has not decreased. Newburg believes that at the end of the 18th century, when the scientific method began to consume the human mind, religion could have vanished. However, two hundred years later, the perception of spirituality, in many instances, appears to be gaining in strength (2009). Newberg's research also provides the connection between prayer and meditation and health. By understanding how the brain works during religious experiences and practices Newberg's research shows that the brain changes during these practices allowing an understanding of how religion affects psychological and physical health (2009). For example, brain activity during meditation indicates that people who frequently practice prayer or meditation experience lower blood-pressure, lower heart rates, decreased anxiety, and decreased depression. Efficacy of prayer for fertility One study found that prayer combined with IVF treatment nearly doubled the number of women who were successfully pregnant, and more than doubled the number of successful implantations. But three years later it was revealed that the results of the study were fake. Prevalence of prayer for health Some modalities of alternative medicine employ prayer. A survey released in May 2004 by the National Center for Complementary and Alternative Medicine, part of the National Institutes of Health in the United States, found that in 2002, 43% of Americans pray for their own health, 24% pray for others' health, and 10% participate in a prayer group for their own health. See also Affirmative prayer Christian contemplation Christian devotional literature Continual prayer Daily Prayer for Peace Hoʻoponopono Interior life (Catholic theology) Jewish prayers and blessings Jewish prayer List of prayers Magical thinking Mani stone Moment of silence National Day of Prayer (US) Novena Orans Prayer beads Prayer in LDS theology and practice Prayer in the Catholic Church Prayer in school Prayer wheel Prie-dieu Rosary Shuckling Tibetan prayer flag Notes References External links Religious practices Spirituality Spiritual practice Articles containing video clips
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Poliomyelitis, commonly shortened to polio, is an infectious disease caused by the poliovirus. In about 0.5 percent of cases, it moves from the gut to affect the central nervous system, and there is muscle weakness resulting in a flaccid paralysis. This can occur over a few hours to a few days. The weakness most often involves the legs, but may less commonly involve the muscles of the head, neck, and diaphragm. Many people fully recover. In those with muscle weakness, about 2 to 5 percent of children and 15 to 30 percent of adults die. Up to 70 percent of those infected have no symptoms. Another 25 percent of people have minor symptoms such as fever and a sore throat, and up to 5 percent have headache, neck stiffness, and pains in the arms and legs. These people are usually back to normal within one or two weeks. Years after recovery, post-polio syndrome may occur, with a slow development of muscle weakness similar to that which the person had during the initial infection. Poliovirus is usually spread from person to person through infected fecal matter entering the mouth. It may also be spread by food or water containing human feces and less commonly from infected saliva. Those who are infected may spread the disease for up to six weeks even if no symptoms are present. The disease may be diagnosed by finding the virus in the feces or detecting antibodies against it in the blood. The disease occurs naturally only in humans. The disease is preventable with the polio vaccine; however, multiple doses are required for it to be effective. The US Centers for Disease Control and Prevention recommends polio vaccination boosters for travelers and those who live in countries where the disease is endemic. Once infected, there is no specific treatment. In 2018, there were 33 cases of wild polio and 104 cases of vaccine-derived polio. This is down from 350,000 wild cases in 1988. Vaccine-derived polio is a strain of the weakened poliovirus that was initially included in oral polio vaccine and that has changed over time and behaves more like the naturally occurring virus. In 2018, the wild disease was spread between people only in Afghanistan and Pakistan. In 2019, there were 175 cases of wild polio and 364 cases of vaccine-derived polio. Poliomyelitis has existed for thousands of years, with depictions of the disease in ancient art. The disease was first recognized as a distinct condition by the English physician Michael Underwood in 1789, and the virus that causes it was first identified in 1909 by the Austrian immunologist Karl Landsteiner. Major outbreaks started to occur in the late 19th century in Europe and the United States. In the 20th century, it became one of the most worrying childhood diseases in these areas. The first polio vaccine was developed in the 1950s by Jonas Salk. Soon after, Albert Sabin developed an oral vaccine, which has become the world standard. Signs and symptoms The term "poliomyelitis" is used to identify the disease caused by any of the three serotypes of poliovirus. Two basic patterns of polio infection are described: a minor illness which does not involve the central nervous system (CNS), sometimes called abortive poliomyelitis, and a major illness involving the CNS, which may be paralytic or nonparalytic. In most people with a normal immune system, a poliovirus infection is asymptomatic. Rarely, the infection produces minor symptoms; these may include upper respiratory tract infection (sore throat and fever), gastrointestinal disturbances (nausea, vomiting, abdominal pain, constipation or, rarely, diarrhea), and influenza-like illness. The virus enters the central nervous system in about 1 percent of infections. Most patients with CNS involvement develop nonparalytic aseptic meningitis, with symptoms of headache, neck, back, abdominal and extremity pain, fever, vomiting, lethargy, and irritability. About one to five in 1000 cases progress to paralytic disease, in which the muscles become weak, floppy and poorly controlled, and, finally, completely paralyzed; this condition is known as acute flaccid paralysis. Depending on the site of paralysis, paralytic poliomyelitis is classified as spinal, bulbar, or bulbospinal. Encephalitis, an infection of the brain tissue itself, can occur in rare cases, and is usually restricted to infants. It is characterized by confusion, changes in mental status, headaches, fever, and, less commonly, seizures and spastic paralysis. Cause Poliomyelitis is caused by infection with a member of the genus Enterovirus known as poliovirus (PV). This group of RNA viruses colonize the gastrointestinal tract – specifically the oropharynx and the intestine. The incubation time (form the first signs and symptoms) ranges from three to 35 days, with a more common span of six to 20 days. PV infects and causes disease in humans alone. Its structure is quite simple, composed of a single (+) sense RNA genome enclosed in a protein shell called a capsid. In addition to protecting the virus' genetic material, the capsid proteins enable poliovirus to infect certain types of cells. Three serotypes of poliovirus have been identified – poliovirus type 1 (PV1), type 2 (PV2), and type 3 (PV3) – each with a slightly different capsid protein. All three are extremely virulent and produce the same disease symptoms. PV1 is the most commonly encountered form, and the one most closely associated with paralysis. Individuals who are exposed to the virus, either through infection or by immunization via polio vaccine, develop immunity. In immune individuals, IgA antibodies against poliovirus are present in the tonsils and gastrointestinal tract and able to block virus replication; IgG and IgM antibodies against PV can prevent the spread of the virus to motor neurons of the central nervous system. Infection or vaccination with one serotype of poliovirus does not provide immunity against the other serotypes, and full immunity requires exposure to each serotype. A rare condition with a similar presentation, nonpoliovirus poliomyelitis, may result from infections with nonpoliovirus enteroviruses. Transmission Poliomyelitis is highly contagious via the fecal–oral (intestinal source) and the oral–oral (oropharyngeal source) routes. In endemic areas, wild polioviruses can infect virtually the entire human population. It is seasonal in temperate climates, with peak transmission occurring in summer and autumn. These seasonal differences are far less pronounced in tropical areas. The time between first exposure and first symptoms, known as the incubation period, is usually 6 to 20 days, with a maximum range of 3 to 35 days. Virus particles are excreted in the feces for several weeks following initial infection. The disease is transmitted primarily via the fecal–oral route, by ingesting contaminated food or water. It is occasionally transmitted via the oral–oral route, a mode especially visible in areas with good sanitation and hygiene. Polio is most infectious between 7 and 10 days before and after the appearance of symptoms, but transmission is possible as long as the virus remains in the saliva or feces. Factors that increase the risk of polio infection or affect the severity of the disease include immune deficiency, malnutrition, physical activity immediately following the onset of paralysis, skeletal muscle injury due to injection of vaccines or therapeutic agents, and pregnancy. Although the virus can cross the maternal-fetal barrier during pregnancy, the fetus does not appear to be affected by either maternal infection or polio vaccination. Maternal antibodies also cross the placenta, providing passive immunity that protects the infant from polio infection during the first few months of life. Pathophysiology Poliovirus enters the body through the mouth, infecting the first cells with which it comes in contact – the pharynx and intestinal mucosa. It gains entry by binding to an immunoglobulin-like receptor, known as the poliovirus receptor or CD155, on the cell membrane. The virus then hijacks the host cell's own machinery, and begins to replicate. Poliovirus divides within gastrointestinal cells for about a week, from where it spreads to the tonsils (specifically the follicular dendritic cells residing within the tonsilar germinal centers), the intestinal lymphoid tissue including the M cells of Peyer's patches, and the deep cervical and mesenteric lymph nodes, where it multiplies abundantly. The virus is subsequently absorbed into the bloodstream. Known as viremia, the presence of a virus in the bloodstream enables it to be widely distributed throughout the body. Poliovirus can survive and multiply within the blood and lymphatics for long periods of time, sometimes as long as 17 weeks. In a small percentage of cases, it can spread and replicate in other sites, such as brown fat, the reticuloendothelial tissues, and muscle. This sustained replication causes a major viremia, and leads to the development of minor influenza-like symptoms. Rarely, this may progress and the virus may invade the central nervous system, provoking a local inflammatory response. In most cases, this causes a self-limiting inflammation of the meninges, the layers of tissue surrounding the brain, which is known as nonparalytic aseptic meningitis. Penetration of the CNS provides no known benefit to the virus, and is quite possibly an incidental deviation of a normal gastrointestinal infection. The mechanisms by which poliovirus spreads to the CNS are poorly understood, but it appears to be primarily a chance event – largely independent of the age, gender, or socioeconomic position of the individual. Paralytic polio In around one percent of infections, poliovirus spreads along certain nerve fiber pathways, preferentially replicating in and destroying motor neurons within the spinal cord, brain stem, or motor cortex. This leads to the development of paralytic poliomyelitis, the various forms of which (spinal, bulbar, and bulbospinal) vary only with the amount of neuronal damage and inflammation that occurs, and the region of the CNS affected. The destruction of neuronal cells produces lesions within the spinal ganglia; these may also occur in the reticular formation, vestibular nuclei, cerebellar vermis, and deep cerebellar nuclei. Inflammation associated with nerve cell destruction often alters the color and appearance of the gray matter in the spinal column, causing it to appear reddish and swollen. Other destructive changes associated with paralytic disease occur in the forebrain region, specifically the hypothalamus and thalamus. The molecular mechanisms by which poliovirus causes paralytic disease are poorly understood. Early symptoms of paralytic polio include high fever, headache, stiffness in the back and neck, asymmetrical weakness of various muscles, sensitivity to touch, difficulty swallowing, muscle pain, loss of superficial and deep reflexes, paresthesia (pins and needles), irritability, constipation, or difficulty urinating. Paralysis generally develops one to ten days after early symptoms begin, progresses for two to three days, and is usually complete by the time the fever breaks. The likelihood of developing paralytic polio increases with age, as does the extent of paralysis. In children, nonparalytic meningitis is the most likely consequence of CNS involvement, and paralysis occurs in only one in 1000 cases. In adults, paralysis occurs in one in 75 cases. In children under five years of age, paralysis of one leg is most common; in adults, extensive paralysis of the chest and abdomen also affecting all four limbs – quadriplegia – is more likely. Paralysis rates also vary depending on the serotype of the infecting poliovirus; the highest rates of paralysis (one in 200) are associated with poliovirus type 1, the lowest rates (one in 2,000) are associated with type 2. Spinal polio Spinal polio, the most common form of paralytic poliomyelitis, results from viral invasion of the motor neurons of the anterior horn cells, or the ventral (front) grey matter section in the spinal column, which are responsible for movement of the muscles, including those of the trunk, limbs, and the intercostal muscles. Virus invasion causes inflammation of the nerve cells, leading to damage or destruction of motor neuron ganglia. When spinal neurons die, Wallerian degeneration takes place, leading to weakness of those muscles formerly innervated by the now-dead neurons. With the destruction of nerve cells, the muscles no longer receive signals from the brain or spinal cord; without nerve stimulation, the muscles atrophy, becoming weak, floppy and poorly controlled, and finally completely paralyzed. Maximum paralysis progresses rapidly (two to four days), and usually involves fever and muscle pain. Deep tendon reflexes are also affected, and are typically absent or diminished; sensation (the ability to feel) in the paralyzed limbs, however, is not affected. The extent of spinal paralysis depends on the region of the cord affected, which may be cervical, thoracic, or lumbar. The virus may affect muscles on both sides of the body, but more often the paralysis is asymmetrical. Any limb or combination of limbs may be affected – one leg, one arm, or both legs and both arms. Paralysis is often more severe proximally (where the limb joins the body) than distally (the fingertips and toes). Bulbar polio Making up about two percent of cases of paralytic polio, bulbar polio occurs when poliovirus invades and destroys nerves within the bulbar region of the brain stem. The bulbar region is a white matter pathway that connects the cerebral cortex to the brain stem. The destruction of these nerves weakens the muscles supplied by the cranial nerves, producing symptoms of encephalitis, and causes difficulty breathing, speaking and swallowing. Critical nerves affected are the glossopharyngeal nerve (which partially controls swallowing and functions in the throat, tongue movement, and taste), the vagus nerve (which sends signals to the heart, intestines, and lungs), and the accessory nerve (which controls upper neck movement). Due to the effect on swallowing, secretions of mucus may build up in the airway, causing suffocation. Other signs and symptoms include facial weakness (caused by destruction of the trigeminal nerve and facial nerve, which innervate the cheeks, tear ducts, gums, and muscles of the face, among other structures), double vision, difficulty in chewing, and abnormal respiratory rate, depth, and rhythm (which may lead to respiratory arrest). Pulmonary edema and shock are also possible and may be fatal. Bulbospinal polio Approximately 19 percent of all paralytic polio cases have both bulbar and spinal symptoms; this subtype is called respiratory or bulbospinal polio. Here, the virus affects the upper part of the cervical spinal cord (cervical vertebrae C3 through C5), and paralysis of the diaphragm occurs. The critical nerves affected are the phrenic nerve (which drives the diaphragm to inflate the lungs) and those that drive the muscles needed for swallowing. By destroying these nerves, this form of polio affects breathing, making it difficult or impossible for the patient to breathe without the support of a ventilator. It can lead to paralysis of the arms and legs and may also affect swallowing and heart functions. Diagnosis Paralytic poliomyelitis may be clinically suspected in individuals experiencing acute onset of flaccid paralysis in one or more limbs with decreased or absent tendon reflexes in the affected limbs that cannot be attributed to another apparent cause, and without sensory or cognitive loss. A laboratory diagnosis is usually made based on the recovery of poliovirus from a stool sample or a swab of the pharynx. Antibodies to poliovirus can be diagnostic, and are generally detected in the blood of infected patients early in the course of infection. Analysis of the patient's cerebrospinal fluid (CSF), which is collected by a lumbar puncture ("spinal tap"), reveals an increased number of white blood cells (primarily lymphocytes) and a mildly elevated protein level. Detection of virus in the CSF is diagnostic of paralytic polio but rarely occurs. If poliovirus is isolated from a patient experiencing acute flaccid paralysis, it is further tested through oligonucleotide mapping (genetic fingerprinting), or more recently by PCR amplification, to determine whether it is "wild type" (that is, the virus encountered in nature) or "vaccine type" (derived from a strain of poliovirus used to produce polio vaccine). It is important to determine the source of the virus because for each reported case of paralytic polio caused by wild poliovirus, an estimated 200 to 3,000 other contagious asymptomatic carriers exist. Prevention Passive immunization In 1950, William Hammon at the University of Pittsburgh purified the gamma globulin component of the blood plasma of polio survivors. Hammon proposed the gamma globulin, which contained antibodies to poliovirus, could be used to halt poliovirus infection, prevent disease, and reduce the severity of disease in other patients who had contracted polio. The results of a large clinical trial were promising; the gamma globulin was shown to be about 80 percent effective in preventing the development of paralytic poliomyelitis. It was also shown to reduce the severity of the disease in patients who developed polio. Due to the limited supply of blood plasma gamma globulin was later deemed impractical for widespread use and the medical community focused on the development of a polio vaccine. Vaccine Two types of vaccine are used throughout the world to combat polio. Both types induce immunity to polio, efficiently blocking person-to-person transmission of wild poliovirus, thereby protecting both individual vaccine recipients and the wider community (so-called herd immunity). The first candidate polio vaccine, based on one serotype of a live but attenuated (weakened) virus, was developed by the virologist Hilary Koprowski. Koprowski's prototype vaccine was given to an eight-year-old boy on 27 February 1950. Koprowski continued to work on the vaccine throughout the 1950s, leading to large-scale trials in the then Belgian Congo and the vaccination of seven million children in Poland against serotypes PV1 and PV3 between 1958 and 1960. The second polio virus vaccine was developed in 1952 by Jonas Salk at the University of Pittsburgh, and announced to the world on 12 April 1955. The Salk vaccine, or inactivated poliovirus vaccine, is based on poliovirus grown in a type of monkey kidney tissue culture (vero cell line), which is chemically inactivated with formalin. After two doses of inactivated poliovirus vaccine (given by injection), 90 percent or more of individuals develop protective antibody to all three serotypes of poliovirus, and at least 99 percent are immune to poliovirus following three doses. Subsequently, Albert Sabin developed another live, oral polio vaccine. It was produced by the repeated passage of the virus through nonhuman cells at subphysiological temperatures. The attenuated poliovirus in the Sabin vaccine replicates very efficiently in the gut, the primary site of wild poliovirus infection and replication, but the vaccine strain is unable to replicate efficiently within nervous system tissue. A single dose of Sabin's oral polio vaccine produces immunity to all three poliovirus serotypes in about 50 percent of recipients. Three doses of live-attenuated oral vaccine produce protective antibody to all three poliovirus types in more than 95 percent of recipients. Human trials of Sabin's vaccine began in 1957, and in 1958 it was selected, in competition with the live vaccines of Koprowski and other researchers, by the US National Institutes of Health. Licensed in 1962, it rapidly became the only polio vaccine used worldwide. Because the oral polio vaccine is inexpensive, easy to administer, and produces excellent immunity in the intestine (which helps prevent infection with wild virus in areas where it is endemic), it has been the vaccine of choice for controlling poliomyelitis in many countries. On very rare occasions (about one case per 750,000 vaccine recipients), the attenuated virus in the oral polio vaccine reverts into a form that can paralyze. In 2017, cases caused by vaccine-derived poliovirus (cVDPV) outnumbered wild poliovirus cases for the first time, due to wild polio cases hitting record lows. Most industrialized countries have switched to inactivated polio vaccine, which cannot revert, either as the sole vaccine against poliomyelitis or in combination with oral polio vaccine. Treatment There is no cure for polio, but there are treatments. The focus of modern treatment has been on providing relief of symptoms, speeding recovery and preventing complications. Supportive measures include antibiotics to prevent infections in weakened muscles, analgesics for pain, moderate exercise and a nutritious diet. Treatment of polio often requires long-term rehabilitation, including occupational therapy, physical therapy, braces, corrective shoes and, in some cases, orthopedic surgery. Portable ventilators may be required to support breathing. Historically, a noninvasive, negative-pressure ventilator, more commonly called an iron lung, was used to artificially maintain respiration during an acute polio infection until a person could breathe independently (generally about one to two weeks). Today, many polio survivors with permanent respiratory paralysis use modern jacket-type negative-pressure ventilators worn over the chest and abdomen. Other historical treatments for polio include hydrotherapy, electrotherapy, massage and passive motion exercises, and surgical treatments, such as tendon lengthening and nerve grafting. Sister Elizabeth Kenny's Kenny regimen is now the hallmark for the treatment of paralytic polio. Prognosis Patients with abortive polio infections recover completely. In those who develop only aseptic meningitis, the symptoms can be expected to persist for two to ten days, followed by complete recovery. In cases of spinal polio, if the affected nerve cells are completely destroyed, paralysis will be permanent; cells that are not destroyed, but lose function temporarily, may recover within four to six weeks after onset. Half the patients with spinal polio recover fully; one-quarter recover with mild disability, and the remaining quarter are left with severe disability. The degree of both acute paralysis and residual paralysis is likely to be proportional to the degree of viremia, and inversely proportional to the degree of immunity. Spinal polio is rarely fatal. Without respiratory support, consequences of poliomyelitis with respiratory involvement include suffocation or pneumonia from aspiration of secretions. Overall, 5 to 10 percent of patients with paralytic polio die due to the paralysis of muscles used for breathing. The case fatality rate (CFR) varies by age: 2 to 5 percent of children and up to 15 to 30 percent of adults die. Bulbar polio often causes death if respiratory support is not provided; with support, its CFR ranges from 25 to 75 percent, depending on the age of the patient. When intermittent positive pressure ventilation is available, the fatalities can be reduced to 15 percent. Recovery Many cases of poliomyelitis result in only temporary paralysis. Generally in these cases, nerve impulses return to the paralyzed muscle within a month, and recovery is complete in six to eight months. The neurophysiological processes involved in recovery following acute paralytic poliomyelitis are quite effective; muscles are able to retain normal strength even if half the original motor neurons have been lost. Paralysis remaining after one year is likely to be permanent, although some recovery of muscle strength is possible up to 18 months after infection. One mechanism involved in recovery is nerve terminal sprouting, in which remaining brainstem and spinal cord motor neurons develop new branches, or axonal sprouts. These sprouts can reinnervate orphaned muscle fibers that have been denervated by acute polio infection, restoring the fibers' capacity to contract and improving strength. Terminal sprouting may generate a few significantly enlarged motor neurons doing work previously performed by as many as four or five units: a single motor neuron that once controlled 200 muscle cells might control 800 to 1000 cells. Other mechanisms that occur during the rehabilitation phase, and contribute to muscle strength restoration, include myofiber hypertrophy – enlargement of muscle fibers through exercise and activity – and transformation of type II muscle fibers to type I muscle fibers. In addition to these physiological processes, the body can compensate for residual paralysis in other ways. Weaker muscles can be used at a higher than usual intensity relative to the muscle's maximal capacity, little-used muscles can be developed, and ligaments can enable stability and mobility. Complications Residual complications of paralytic polio often occur following the initial recovery process. Muscle paresis and paralysis can sometimes result in skeletal deformities, tightening of the joints, and movement disability. Once the muscles in the limb become flaccid, they may interfere with the function of other muscles. A typical manifestation of this problem is equinus foot (similar to club foot). This deformity develops when the muscles that pull the toes downward are working, but those that pull it upward are not, and the foot naturally tends to drop toward the ground. If the problem is left untreated, the Achilles tendons at the back of the foot retract and the foot cannot take on a normal position. Polio victims that develop equinus foot cannot walk properly because they cannot put their heels on the ground. A similar situation can develop if the arms become paralyzed. In some cases the growth of an affected leg is slowed by polio, while the other leg continues to grow normally. The result is that one leg is shorter than the other and the person limps and leans to one side, in turn leading to deformities of the spine (such as scoliosis). Osteoporosis and increased likelihood of bone fractures may occur. An intervention to prevent or lessen length disparity can be to perform an epiphysiodesis on the distal femoral and proximal tibial/fibular condyles, so that limb's growth is artificially stunted, and by the time of epiphyseal (growth) plate closure, the legs are more equal in length. Alternatively, a person can be fitted with custom-made footwear which corrects the difference in leg lengths. Other surgery to re-balance muscular agonist/antagonist imbalances may also be helpful. Extended use of braces or wheelchairs may cause compression neuropathy, as well as a loss of proper function of the veins in the legs, due to pooling of blood in paralyzed lower limbs. Complications from prolonged immobility involving the lungs, kidneys and heart include pulmonary edema, aspiration pneumonia, urinary tract infections, kidney stones, paralytic ileus, myocarditis and cor pulmonale. Post-polio syndrome Between 25 percent and 50 percent of individuals who have recovered from paralytic polio in childhood can develop additional symptoms decades after recovering from the acute infection, notably new muscle weakness and extreme fatigue. This condition is known as post-polio syndrome (PPS) or post-polio sequelae. The symptoms of PPS are thought to involve a failure of the oversized motor units created during the recovery phase of the paralytic disease. Contributing factors that increase the risk of PPS include aging with loss of neuron units, the presence of a permanent residual impairment after recovery from the acute illness, and both overuse and disuse of neurons. PPS is a slow, progressive disease, and there is no specific treatment for it. Post-polio syndrome is not an infectious process, and persons experiencing the syndrome do not shed poliovirus. Orthotics Paralysis, length differences and deformations of the lower extremities can lead to a hindrance when walking with compensation mechanisms that lead to a severe impairment of the gait pattern. In order to be able to stand and walk safely and to improve the gait pattern, orthotics can be included in the therapy concept. Today, modern materials and functional elements enable the orthosis to be specifically adapted to the requirements resulting from the patient's gait. Mechanical stance phase control knee joints may secure the knee joint in the early stance phases and release again for knee flexion when the swing phase is initiated. With the help of an orthotic treatment with a stance phase control knee joint, a natural gait pattern can be achieved despite mechanical protection against unwanted knee flexion. In these cases, locked knee joints are often used, which have a good safety function, but do not allow knee flexion when walking during swing phase. With such joints, the knee joint remains mechanically blocked during the swing phase. Patients with locked knee joints must swing the leg forward with the knee extended even during the swing phase. This only works if the patient develops compensatory mechanisms, e.g. by raising the body's center of gravity in the swing phase (Duchenne limping) or by swinging the orthotic leg to the side (circumduction). Epidemiology Following the widespread use of poliovirus vaccine in the mid-1950s, new cases of poliomyelitis declined dramatically in many industrialized countries. A global effort to eradicate polio began in 1988, led by the World Health Organization, UNICEF, and The Rotary Foundation. These efforts have reduced the number of cases diagnosed by 99.9 percent; from an estimated 350,000 cases in 1988 to a low of 483 cases in 2001, after which it remained at a level of about 1,000–2000 cases per year for a number of years. In April 2012, the World Health Assembly declared that the failure to completely eradicate polio would be a programmatic emergency for global public health, and that it "must not happen." In 2015, polio was believed to remain naturally spreading in only two countries, Pakistan and Afghanistan, although it continued to cause outbreaks in other nearby countries due to hidden or reestablished transmission. In 2015, cases decreased to 98 and further decreased in 2016 to 37 wild cases and 5 circulating vaccine-derived cases, but increased in 2019 to 175 wild cases and 365 circulating vaccine-derived cases. Polio is one of only two diseases currently the subject of a global eradication program, the other being Guinea worm disease. So far, the only diseases completely eradicated by humankind are smallpox, declared eradicated in 1980, and rinderpest, declared eradicated in 2011. A concern is the presence of circulating vaccine-derived polioviruses. The oral polio vaccine is not perfect: while the genetic characteristics are carefully balanced to maximize efficacy and minimize virulence, the poliovirus in the oral vaccine can mutate. As a result, persons given the oral polio vaccine can acquire acute or chronic infections; or can transmit (circulate) mutated virus to other people. Circulating vaccine-derived poliovirus cases have exceeded wild-type cases, making it desirable to discontinue the use of the oral polio vaccine as soon as safely possible. Afghanistan and Pakistan The last remaining region with wild polio cases are the South Asian countries Afghanistan and Pakistan. Both major sides of the Afghan civil war support polio vaccination, but after declining rapidly, polio rates are increasing in Afghanistan, with 19 cases in 2015, 13 in 2016, 14 in 2017, 21 in 2018, and 29 in 2019 out of a population of about 35 million. In Pakistan, there were 53 cases in 2015 (out of a population of about 200 million) – the highest number for any country, 20 in 2016, 8 in 2017 12 in 2018, and 146 in 2019. Cases dropped by 97 percent from 2014 to 2018; reasons include 440 million dirham support from the United Arab Emirates to vaccinate more than ten million children, changes in the military situation, and arrests of some of those who attacked polio workers. In Pakistan, the CIA ran a fake vaccination clinic in an attempt to locate Osama bin Laden. As a consequence, there were attacks and deaths among vaccination workers; 66 vaccinators were killed in 2013 and 2014. Several Islamist preachers and militant groups, including some factions of the Taliban, view vaccination as a plot to kill or sterilize Muslims. This is part of the reason Pakistan and Afghanistan are the only countries where polio remained endemic as of 2015. Americas The Americas were declared polio-free in 1994. The last known case was a boy in Peru in 1991. Western Pacific In 2000, polio was declared to have been officially eliminated in 37 Western Pacific countries, including China and Australia. Despite eradication ten years earlier, an outbreak was confirmed in China in September 2011, involving a strain common in Pakistan. In September 2019, the Department of Health of the Philippines declared a polio outbreak in the country after a 3-year-old girl was found with the disease on the 14th. In December 2019, acute poliomyelitis was confirmed in a 3-month-old infant in Tuaran, a town in Sabah state, Borneo, Malaysia. It was the first confirmed case in Malaysia since 1992, and Malaysia had been declared polio-free in 2000. The child reportedly had a fever and muscle weakness, and although in stable condition, required assistance to breathe. Testing of the virus indicated that it was related to the strain that had appeared in the Philippines. Local officials said the strain originated from a weakened virus used in an oral vaccine that was then excreted in feces and spread into the unvaccinated population through unsanitary conditions. It was reported that 23 of 199 children in the local community had not received the polio vaccine. Since then, Malaysia has reported another three polio cases, with the last case reported in January 2020. Malaysia also ramped up its effort in detecting cases through acute flaccid paralysis surveillance and rolled out an immunisation campaign in the affected states. WHO declares an end to the outbreak in September 2021. Europe Europe was declared polio-free in 2002. On 1 September 2015, WHO confirmed two cases of circulating vaccine-derived poliovirus type 1 in Ukraine. Southeast Asia The last case of polio in the region was in India (part of the WHO's South-East Asia Region) in January 2011. Since January 2011, there have been no reported cases of the wild polio infections in India, and in February 2012 the country was taken off the WHO list of polio endemic countries. On 27 March 2014, the WHO announced the eradication of poliomyelitis in the South-East Asia Region, which includes eleven countries: Bangladesh, Bhutan, North Korea, India, Indonesia, Maldives, Myanmar, Nepal, Sri Lanka, Thailand and Timor-Leste. With the addition of this region, 80 per cent of the world population was considered to be living in polio-free regions. Middle East In Syria difficulties in executing immunization programs in the ongoing civil war led to a return of polio, probably in 2012, acknowledged by the WHO in 2013. 15 cases were confirmed among children in Syria between October and November 2013 in Deir Ezzor. Later, two more cases, one each in rural Damascus and Aleppo, were identified. It was the first outbreak in Syria since 1999. Doctors and international public health agencies report more than 90 cases of polio in Syria, with fears of contagion in rebel areas from lack of sanitation and safe-water services. In May 2014, the World Health Organization declared polio's renewed spread a world health emergency. A vaccination campaign in Syria operated literally under fire and led to the deaths of several vaccinators, but returned vaccination coverage to pre-war levels. Another epidemic of polio was confirmed in 2017 in eastern Syria, probably resulting from a mutated form of the virus spreading through contaminated water. Africa In 2003 in northern Nigeria – a country which at that time was considered provisionally polio free – a fatwa was issued declaring that the polio vaccine was designed to render children sterile. Subsequently, polio reappeared in Nigeria and spread from there to several other countries. In 2013, nine health workers administering polio vaccine were targeted and killed by gunmen on motorcycles in Kano, but this was the only attack. Local traditional and religious leaders and polio survivors worked to revive the campaign, and Nigeria was removed from the polio-endemic list in September 2015 after more than a year without any cases, only to be restored to the list in 2016 when two cases were detected. In 2013, the Center for Disease Control received reports of 183 cases of polio in Somalia, 14 in Kenya and 8 cases in the Somali Region of Ethiopia, but Africa had no confirmed cases of wild poliovirus (WPV) since 2016. Cases of circulating vaccine-derived poliovirus type 2 continue to appear in several countries. On 25 August 2020, the Africa Regional Certification Commission declared Africa free from wild polio. History The effects of polio have been known since prehistory; Egyptian paintings and carvings depict otherwise healthy people with withered limbs, and young children walking with canes. The first clinical description was provided by the English physician Michael Underwood in 1789, where he refers to polio as "a debility of the lower extremities". The work of physicians Jakob Heine in 1840 and Karl Oskar Medin in 1890 led to it being known as Heine–Medin disease. The disease was later called infantile paralysis, based on its propensity to affect children. Before the 20th century, polio infections were rarely seen in infants before six months of age, most cases occurring in children six months to four years of age. Poorer sanitation of the time resulted in constant exposure to the virus, which enhanced a natural immunity within the population. In developed countries during the late 19th and early 20th centuries, improvements were made in community sanitation, including better sewage disposal and clean water supplies. These changes drastically increased the proportion of children and adults at risk of paralytic polio infection, by reducing childhood exposure and immunity to the disease. Small localized paralytic polio epidemics began to appear in Europe and the United States around 1900. Outbreaks reached pandemic proportions in Europe, North America, Australia, and New Zealand during the first half of the 20th century. By 1950, the peak age incidence of paralytic poliomyelitis in the United States had shifted from infants to children aged five to nine years, when the risk of paralysis is greater; about one-third of the cases were reported in persons over 15 years of age. Accordingly, the rate of paralysis and death due to polio infection also increased during this time. In the United States, the 1952 polio epidemic became the worst outbreak in the nation's history. Of the nearly 58,000 cases reported that year, 3,145 died and 21,269 were left with mild to disabling paralysis. Intensive care medicine has its origin in the fight against polio. Most hospitals in the 1950s had limited access to iron lungs for patients unable to breathe without mechanical assistance. Respiratory centers designed to assist the most severe polio patients, first established in 1952 at the Blegdam Hospital of Copenhagen by Danish anesthesiologist Bjørn Ibsen, were the precursors of modern intensive care units (ICU). (A year later, Ibsen would establish the world's first dedicated ICU.) The polio epidemics not only altered the lives of those who survived them, but also brought profound cultural changes, spurring grassroots fund-raising campaigns that would revolutionize medical philanthropy, and giving rise to the modern field of rehabilitation therapy. As one of the largest disabled groups in the world, polio survivors also helped to advance the modern disability rights movement through campaigns for the social and civil rights of the disabled. The World Health Organization estimates that there are 10 to 20 million polio survivors worldwide. In 1977, there were 254,000 persons living in the United States who had been paralyzed by polio. According to doctors and local polio support groups, some 40,000 polio survivors with varying degrees of paralysis were living in Germany, 30,000 in Japan, 24,000 in France, 16,000 in Australia, 12,000 in Canada and 12,000 in the United Kingdom in 2001. Many notable individuals have survived polio and often credit the prolonged immobility and residual paralysis associated with polio as a driving force in their lives and careers. The disease was very well publicized during the polio epidemics of the 1950s, with extensive media coverage of any scientific advancements that might lead to a cure. Thus, the scientists working on polio became some of the most famous of the century. Fifteen scientists and two laymen who made important contributions to the knowledge and treatment of poliomyelitis are honored by the Polio Hall of Fame, which was dedicated in 1957 at the Roosevelt Warm Springs Institute for Rehabilitation in Warm Springs, Georgia, US. In 2008 four organizations (Rotary International, the World Health Organization, the U.S. Centers for Disease Control and UNICEF) were added to the Hall of Fame. World Polio Day (24 October) was established by Rotary International to commemorate the birth of Jonas Salk, who led the first team to develop a vaccine against poliomyelitis. Use of this inactivated poliovirus vaccine and subsequent widespread use of the oral poliovirus vaccine developed by Albert Sabin led to establishment of the Global Polio Eradication Initiative (GPEI) in 1988. Since then, GPEI has reduced polio worldwide by 99 percent. Etymology The term derives from the Ancient Greek (), meaning "grey", ( "marrow"), referring to the grey matter of the spinal cord, and the suffix -itis, which denotes inflammation, i.e., inflammation of the spinal cord's grey matter, although a severe infection can extend into the brainstem and even higher structures, resulting in polioitis, resulting in inability to breathe, requiring mechanical assistance such as an iron lung. Research The Poliovirus Antivirals Initiative was launched in 2007 with the aim of developing antiviral medications for polio, but while several promising candidates were identified, none have progressed beyond Phase II clinical trials. Pocapavir (a capsid inhibitor) and V-7404 (a protease inhibitor) may speed up viral clearance and are being studied for this purpose. References Further reading External links Infectious diseases with eradication efforts Wikipedia medicine articles ready to translate Wikipedia infectious disease articles ready to translate Vaccine-preventable diseases Central nervous system disorders Myelin disorders
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Quentin Jerome Tarantino (born March 27, 1963) is an American filmmaker, film critic, and actor. His films are characterized by nonlinear storylines, dark humor, stylized violence, extended dialogue, pervasive use of profanity, ensemble casts, references to popular culture, alternate history, and neo-noir. Born in Knoxville, Tennessee, Tarantino grew up in Los Angeles. He began his career as an independent filmmaker with the release of Reservoir Dogs in 1992, a crime thriller in part funded by the sale of his screenplay True Romance (1993); Empire hailed Reservoir Dogs as the "Greatest Independent Film of All Time". His second film, Pulp Fiction (1994), a crime comedy, was a major success among critics and audiences and won numerous awards, including the Palme d'Or and the Academy Award for Best Original Screenplay. He wrote the screenplay for From Dusk till Dawn (1996), in which he also starred, while Tarantino's third film, Jackie Brown (1997), paid homage to blaxploitation films. In 2003, Tarantino delivered Kill Bill: Volume 1, stylized in cinematic traditions of kung fu films and Japanese martial arts, the animation sequences in the film were inspired from Aalavandhan; Volume 2 followed in 2004. Tarantino then directed the exploitation slasher Death Proof (2007), part of a double feature with Robert Rodriguez released in the custom of 1970s grindhouse, under the collective title Grindhouse. His long-postponed Inglourious Basterds (2009) told an alternate history and explored subgenres of war films; it was followed by Django Unchained (2012), a Spaghetti Western, which won him his second Academy Award for Best Original Screenplay. Tarantino's eighth film, The Hateful Eight (2015), was a long-form revisionist Western thriller with a roadshow release, while his most recent film, Once Upon a Time in Hollywood (2019), was a comedy-drama which explored Old Hollywood. He published his debut novel, a novelization of Once Upon a Time in Hollywood, in 2021.Tarantino's films have garnered critical and commercial success, as well as a cult following. He has received many industry awards, including two Academy Awards, two BAFTA Awards, four Golden Globe Awards, and the Palme d'Or, and has been nominated for an Emmy and five Grammys. In 2005, he was included on the annual Time 100 list of the most influential people in the world. Filmmaker and historian Peter Bogdanovich has called him "the single most influential director of his generation"; Tarantino has received a star on the Hollywood Walk of Fame for his contributions to the film industry. Tarantino's works have been subject to controversy, including his depictions of violence and frequent inclusion of racial slurs, and alleged negligence in his handling of stunt scenes in Kill Bill: Volume 2. Early life Tarantino was born on March 27, 1963, in Knoxville, Tennessee, the only child of Connie McHugh and aspiring actor Tony Tarantino, who left the family before his son's birth.Interviewer Kam Williams and Tarantino in His father is of Italian descent, and his mother is of English, Irish, Cherokee, and some German ancestry. He was named in part for Quint Asper, Burt Reynolds' character in the CBS series Gunsmoke. Tarantino's mother met his father during a trip to Los Angeles, where Tony was a law student and would-be entertainer. After a brief marriage and divorce, Connie Tarantino left Los Angeles and moved to Knoxville, where her parents lived. In 1966, Tarantino and his mother returned to Los Angeles. Tarantino's mother married musician Curtis Zastoupil soon after arriving in Los Angeles, and the family moved to Torrance, a city in Los Angeles County's South Bay area. Zastoupil encouraged Tarantino's love of movies, and accompanied him to numerous film screenings. Tarantino's mother allowed him to see movies with adult content, such as Carnal Knowledge (1971) and Deliverance (1972). After his mother divorced Zastoupil in 1973, and received a misdiagnosis of Hodgkin's lymphoma, Tarantino was sent to live with his grandparents in Tennessee. He remained there less than a year before returning to California. However, Tarantino later revealed that he would never share his wealth with his mother, as she had ridiculed his writing skills when he was still at school. Career Late 1970s to 1988: Education, first jobs, and early projects At 14 years old, Tarantino wrote one of his earliest works, a screenplay called Captain Peachfuzz and the Anchovy Bandit, based on Hal Needham's 1977 film Smokey and the Bandit starring Burt Reynolds. The summer after his 15th birthday, Tarantino was grounded by his mother for shoplifting Elmore Leonard's novel The Switch from Kmart. He was allowed to leave only to attend the Torrance Community Theater, where he participated in such plays as Two Plus Two Makes Sex and Romeo and Juliet. At age 15, Tarantino dropped out of Narbonne High School in Harbor City, Los Angeles. He then worked as an usher at an adult movie theater in Torrance, called the Pussycat Theater. Later, Tarantino attended acting classes at the James Best Theatre Company, where he met several of his eventual collaborators. While at James Best, Tarantino also met Craig Hamann, with whom he would collaborate to produce his first film in 1987. Throughout the 1980s, Tarantino had a number of jobs. He spent time as a recruiter in the aerospace industry, and for five years he worked at Video Archives, a video store in Manhattan Beach, California. Actor Danny Strong describes Tarantino as "such a movie buff. He had so much knowledge of films that he would try to get people to watch really cool movies." After meeting at a Hollywood party, Lawrence Bender encouraged Tarantino to write a screenplay. His first attempt on a script, which he described as a "straight 70s exploitation action movie", was never published and was abandoned soon after. In 1987, Tarantino co-wrote and directed his first film, My Best Friend's Birthday (1987). It was left uncompleted, but its screenplay later formed the basis for True Romance. In 1986, Tarantino was employed in his first Hollywood job, working with Roger Avary as production assistants on Dolph Lundgren's exercise video, Maximum Potential. The following year, he played an Elvis impersonator in "Sophia's Wedding: Part 1", an episode in the fourth season of The Golden Girls, which was broadcast on November 19, 1988. Tarantino recalled in 2020 that the pay he received from that part helped finance Reservoir Dogs; he estimated he initially was paid about $600, but since the episode was frequently rerun because it was on a "best of..." lineup, he received about $3,000 in residuals over three years. 1990s: Breakthrough Tarantino received his first paid writing assignment in the early 1990s when Robert Kurtzman hired him to write the script for From Dusk till Dawn. In January 1992, Tarantino's neo-noir crime thriller Reservoir Dogs—which he wrote, directed, and acted in as Mr. Brown—was screened at the Sundance Film Festival. It was an immediate hit, with the film receiving a positive response from critics. The dialogue-driven heist film set the tone for Tarantino's later films. Tarantino wrote the script for the film in a three-and-a-half week bender and forwarded it to director Monte Hellman. Hellman helped Tarantino to secure funding from Richard N. Gladstein at Live Entertainment (which later became Artisan, now known as Lionsgate). Harvey Keitel read the script and also contributed to the budget, taking a role as co-producer and also playing a major part in the picture. Tarantino's screenplay True Romance was optioned and the film was eventually released in 1993. The second script that Tarantino sold was for the film Natural Born Killers, which was revised by Dave Veloz, Richard Rutowski and director Oliver Stone. Tarantino was given story credit and stated in an interview that he wished the film well, but later disowned the final film. The film engendered enmity, and the publication of a "tell-all" book titled Killer Instinct by Jane Hamsher—who, with Don Murphy, had an original option on the screenplay and produced the film—led to Tarantino physically assaulting Murphy in the AGO restaurant in West Hollywood, California in October 1997. Murphy subsequently filed a $5 million lawsuit against Tarantino; the case ended with the judge ordering Tarantino to pay Murphy $450. Tarantino was also an uncredited screenwriter on both Crimson Tide (1995) and The Rock (1996). Following the success of Reservoir Dogs, Tarantino was approached by Hollywood and offered numerous projects, including Speed (1994) and Men in Black (1997), but he instead retreated to Amsterdam to work on his script for Pulp Fiction. Tarantino wrote, directed, and acted in the black comedy crime film Pulp Fiction in 1994, maintaining the aestheticization of violence for which he is known, as well as his non-linear storylines. Tarantino received the Academy Award for Best Original Screenplay, which he shared with Roger Avary, who contributed to the story. He also received a nomination in the Best Director category. The film received another five nominations, including for Best Picture. Tarantino also won the Palme d'Or for the film at the 1994 Cannes Film Festival. The film grossed over $200 million and earned positive reviews. In 1995, Tarantino participated in the anthology film Four Rooms, a collaboration that also included directors Robert Rodriguez, Allison Anders and Alexandre Rockwell. Tarantino directed and acted in the fourth segment of "The Man from Hollywood", a tribute to the Alfred Hitchcock Presents episode "Man from the South". He re-teamed with Rodriguez later in the year with a supporting role in Desperado, while in 1996 From Dusk till Dawn was finally released with Rodriguez directing and Tarantino in a minor role alongside Keitel, George Clooney, and Juliette Lewis. His third feature film was Jackie Brown (1997), an adaptation of Elmore Leonard's novel Rum Punch. An homage to blaxploitation films, it starred Pam Grier, who starred in many of the films of that genre in the 1970s. It received positive reviews and was called a "comeback" for Grier and co-star Robert Forster. Leonard considered Jackie Brown to be his favorite of the 26 different screen adaptations of his novels and short stories. In 1998, Tarantino made his major Broadway stage debut as an amoral psycho killer in a revival of the 1966 play Wait Until Dark, which received unfavorable reviews from critics, but his star power ensured a nearly sold-out production for its limited, 16-week Broadway run. In December 1999, Tarantino was attached to a film adaptation of the Marvel comic Iron Man for New Line Cinema. Nothing came of the project. Throughout the 1990s, Tarantino had a number of minor acting roles, including in Eddie Presley (1992), The Coriolis Effect (1994), Sleep With Me (1994), Somebody to Love (1994), All-American Girl (1995), Destiny Turns on the Radio (1995), Desperado (1995), From Dusk till Dawn (1996), and Girl 6 (1996). He also starred in Steven Spielberg's Director's Chair, a simulation video game that uses pre-generated film clips. 2000s: Subsequent success Tarantino had planned to start work on Inglourious Basterds, as it was provisionally titled, but postponed this to write and direct Kill Bill, a highly stylized "revenge flick" in the cinematic traditions of Chinese martial arts films, Japanese period dramas, Spaghetti Westerns, and Italian horror. It was originally set for a single theatrical release, but its four-hour running time prompted Tarantino to divide it into two movies. Tarantino says he still considers it a single film in his overall filmography. Volume 1 was released in late 2003 and Volume 2 was released in 2004. It was based on a character called The Bride and a plot that he and Kill Bills lead actress Uma Thurman had developed during the making of Pulp Fiction. From 2002 to 2004, Tarantino portrayed villain McKenas Cole in the ABC television series Alias. In 2002, while in negotiations with Lucy Liu for Kill Bill, the two helped produce the Hungarian sports documentary Freedom's Fury. When Tarantino was approached about a documentary about the Blood in the Water match, he said "This is the best story I've ever been told. I'd love to be involved". In 2004, Tarantino attended the 2004 Cannes Film Festival, where he served as President of the Jury. Although Kill Bill was not in competition, Vol. 2 had an evening screening, and was also shown on the morning of the final day in its original 3-hour plus version, with Tarantino himself attending the full screening. Tarantino went on to be credited as "Special Guest Director" in Robert Rodriguez's 2005 neo-noir film Sin City, for his work directing the car sequence featuring Clive Owen and Benicio del Toro. In May 2005, Tarantino co-wrote and directed "Grave Danger", the fifth season finale of CSI: Crime Scene Investigation. For this episode, Tarantino was nominated for the Primetime Emmy Award for Outstanding Directing for a Drama Series at the 57th Primetime Emmy Awards. Tarantino's next film project was Grindhouse, which he co-directed with Rodriguez. Released in theaters on April 6, 2007, Tarantino's contribution to the Grindhouse project was titled Death Proof. It began as a take on 1970s slasher films, but evolved dramatically as the project unfolded. Box-office sales were low but the film garnered mostly positive reviews. Tarantino's film Inglourious Basterds, released in 2009, is the story of a group of Jewish-American guerrilla soldiers in Nazi-occupied France during World War II. Filming began in October 2008. The film opened on August 21, 2009, to very-positive reviews and reached the spot at the box office worldwide. It went on to become Tarantino's highest-grossing film until it was surpassed by Django Unchained three years later. For the film, Tarantino received his second nomination for the Academy Award for Best Director and Academy Award for Best Original Screenplay. 2010s: Established auteur In 2011, production began on Django Unchained, a film about the revenge of a former slave in the U.S. South in 1858. The film stemmed from Tarantino's desire to produce a Spaghetti Western set in America's Deep South. Tarantino called the proposed style "a southern", stating that he wanted "to do movies that deal with America's horrible past with slavery and stuff but do them like spaghetti westerns, not like big issue movies. I want to do them like they're genre films, but they deal with everything that America has never dealt with because it's ashamed of it, and other countries don't really deal with because they don't feel they have the right to". The film was released on December 25, 2012. In an interview with Krishnan Guru-Murthy on Channel 4 News, Tarantino reacted angrily when, in light of the Sandy Hook Elementary School shooting, he was questioned about an alleged link between movie violence and real-life violence, and informed Guru-Murthy he was "shutting [his] butt down". Tarantino further defied the journalist, saying: "I refuse your question. I'm not your slave and you're not my master. You can't make me dance to your tune. I'm not a monkey." In November 2013, Tarantino said he was working on a new film and that it would be another Western. He stated that it would not be a sequel to Django. On January 12, 2014, it was revealed that the film would be titled The Hateful Eight. Production of the Western would most likely have begun in the summer of 2014, but after the script for the film leaked in January 2014, Tarantino considered dropping the movie and publishing it as a novel instead. He stated that he had given the script to a few trusted colleagues, including Bruce Dern, Tim Roth and Michael Madsen. On April 19, 2014, Tarantino directed a live reading of the leaked script at the United Artists Theater in the Ace Hotel Los Angeles. The event was organized by the Film Independent at the Los Angeles County Museum of Art, as part of the Live Read series. Tarantino explained that they would read the first draft of the script, and added that he was writing two new drafts with a different ending. The actors who joined Tarantino included Samuel L. Jackson, Kurt Russell, Amber Tamblyn, James Parks, Walton Goggins, and the first three actors to be given the script before the leak: Bruce Dern, Tim Roth and Michael Madsen. In October 2014, Jennifer Jason Leigh was in talks to play the female lead in the film. Leigh, Channing Tatum, and Demián Bichir joined the cast in November.The Hateful Eight was released on December 25, 2015, as a roadshow presentation in 70 mm film-format theaters, before being released in digital theaters on December 30, 2015. Tarantino narrated several scenes in the film. He edited two versions of the film, one for the roadshow version and the other for general release. The roadshow version runs for three hours and two minutes, and includes an overture and intermission, after the fashion of big-budget films of the 1960s and early 1970s; the general release is six minutes shorter and contains alternate takes of some scenes. Tarantino has stated that the general release cut was created as he felt that some of the footage he shot for 70 mm would not play well on smaller screens. The film has received mostly positive reviews from critics, with a score of 74% on review aggregator Rotten Tomatoes. On July 11, 2017, it was reported that Tarantino's next project would be a film about the Manson Family murders. In February 2018, it was announced that the film's title would be Once Upon a Time in Hollywood, and that Leonardo DiCaprio would play Rick Dalton, a fictional star of television Westerns, with Brad Pitt as Dalton's longtime stunt double Cliff Booth. Tarantino wrote the screenplay for the film. Margot Robbie also starred as real life actress Sharon Tate, portrayed as Dalton's next-door neighbor. Among the film's supporting cast were Timothy Olyphant, Kurt Russell, Michael Madsen and Al Pacino. Filming took place in the summer of 2018. In wake of the Harvey Weinstein sexual abuse allegations, Tarantino severed ties to The Weinstein Company permanently and sought a new distributor after working with Weinstein for his entire career. The film officially premiered at the 2019 Cannes Film Festival, where it was in competition for the Palme d'Or. It received positive reviews at the festival, with praise for DiCaprio, Pitt and Robbie, although reactions were mixed regarding the ending of the film. It received a seven-minute standing ovation, although it did not win in any category. Sony Pictures distributed the film, which was theatrically released on July 26, 2019. In February 2022 Deadline Hollywood reported that Tarantino was in talks to direct episodes of FX's Justified: City Primeval, a continuation of Justified based on Elmore Leonard's City Primeval with Raylan Givens replacing the original protagonist from the novel. As a producer In recent years, Tarantino has used his Hollywood power to give smaller and foreign films more attention than they might have received otherwise. These films are often labeled "Presented by Quentin Tarantino" or "Quentin Tarantino Presents". The first of these productions was in 2001, with the Hong Kong martial arts film Iron Monkey, which made over $14 million in the United States, seven times its budget. In 2004, he brought the Chinese martial arts film Hero to U.S. shores. It ended up having a number-one opening at the box office and earning $53.5 million. In 2006, another "Quentin Tarantino presents" production, Hostel, opened at number one at the box office with a $20.1 million opening weekend. He presented 2006's The Protector, and is a producer of the 2007 film Hostel: Part II. In 2008, he produced the Larry Bishop-helmed Hell Ride, a revenge biker film. In addition, in 1995, Tarantino formed Rolling Thunder Pictures with Miramax to release or re-release several independent and foreign features. By 1997, Miramax had shut down the company due to poor sales. The following films were released by Rolling Thunder Pictures: Chungking Express (1994, dir. Wong Kar-wai), Switchblade Sisters (1975, dir. Jack Hill), Sonatine (1993, dir. Takeshi Kitano), Hard Core Logo (1996, dir. Bruce McDonald), The Mighty Peking Man (1977, dir. Ho Meng Hua), Detroit 9000 (1973, dir. Arthur Marks), The Beyond (1981, dir. Lucio Fulci), and Curdled (1996, dir. Reb Braddock). Film critic In June 2020 Tarantino became an officially recognized critic on the critique review aggregator website, Rotten Tomatoes. His reviews are part of the "Tomatometer" rating. He is also currently writing a book of film critiques. Unproduced and potential films Early on in his career, Tarantino considered filming comic book adaptations. In the early 1990s, while fresh from his critical success with Reservoir Dogs, Tarantino came to Constantin Productions with a script for a Silver Surfer film, but was turned-away. Following the release of Reservoir Dogs, Tarantino considered making a film adaptation of Luke Cage, but chose to make Pulp Fiction instead. In the late 1990s, he was offered to direct a film adaptation of Green Lantern before there was even a script, but Tarantino declined the offer. In 1999, Quentin Tarantino was also linked to a live-action Iron Man film, as director and writer. Before Inglourious Basterds, Tarantino had considered making The Vega Brothers. The film would have starred Michael Madsen and John Travolta reprising their roles of Vic (Mr. Blonde) from Reservoir Dogs and Vincent from Pulp Fiction. In 2007, because of the age of the actors and the onscreen deaths of both characters, he claimed that the film—which he intended to call Double V Vega—is "kind of unlikely now". In 2009, in an interview for Italian television, after being asked about the success of the two Kill Bill films, Tarantino said, "You haven't asked me about the third one", and implied that he would be making a third Kill Bill film with the words, "The Bride will fight again!" Later that year, at the Morelia International Film Festival, Tarantino announced that he would like to film Kill Bill: Volume 3. He explained that he wanted ten years to pass between The Bride's last conflict, in order to give her and her daughter a period of peace. In a 2012 interview for the website We Got This Covered, Tarantino said that a third Kill Bill film would "probably not" be made. He also said that he would not be directing a new James Bond film, saying that he was interested only in directing Casino Royale at one point. Sometime in that same year he was asked about the Kill Bill films, he stated that he was a huge fan of Simon Pegg, and sought to adapt the Len Deighton novels into a film starring Pegg, Kate Winslet, Michael Caine, and Anthony Hopkins. In a late 2012 interview with the online magazine The Root, Tarantino clarified his remarks and described his next film as being the final entry in a "Django-Inglourious Basterds" trilogy called Killer Crow. The film will depict a group of World War II-era black troops who have "been fucked over by the American military and kind of go apeshit. They basically – the way Lt. Aldo Raine (Brad Pitt) and the Basterds are having an 'Apache resistance' – [the] black troops go on an Apache warpath and kill a bunch of white soldiers and white officers on a military base and are just making a warpath to Switzerland." A long-running rumor in the industry is that Tarantino is interested in filming a new version of Bret Easton Ellis's 1985 novel Less Than Zero. His friend Roger Avary adapted The Rules of Attraction, another novel by Ellis, to film in 2002, and since both he and Tarantino like the works by Ellis, Tarantino has been eyeing the possibility of adapting Less Than Zero. Ellis confirmed in a 2010 interview that Tarantino had been "trying to get Fox to let him remake it". In 2012, when asked whether Less Than Zero would be remade, Ellis once again confirmed that Tarantino "has shown interest" in adapting the story. At the San Diego Comic-Con in 2014, Tarantino revealed he is contemplating a possible science-fiction film. In November 2014, Tarantino said he would retire from films after directing his tenth film. In November 2017, Tarantino and J. J. Abrams pitched an idea for a Star Trek film with Abrams assembling a writers room. If both approve of the script, Tarantino will direct and Abrams will produce the film. Mark L. Smith was hired to write the screenplay the same month. In January 2020, Tarantino stated the film might be made, but he would not direct it. In June 2019, Tarantino picked Jerrod Carmichael to co-write a film adaptation based on the Django/Zorro crossover comic book series. Books In 2020, Tarantino signed a two-book deal with HarperCollins. He published his first novel in June 2021, a novelization of Once Upon a Time in Hollywood. It received positive reviews from The New York Times and The Guardian. The second book he is scheduled to publish under the deal will be about films of the New Hollywood era, inspired by film critic Pauline Kael. Influences and style of filmmaking Early influences In the 2012 Sight & Sound directors' poll, Tarantino listed his top 12 films: Apocalypse Now, The Bad News Bears, Carrie, Dazed and Confused, The Great Escape, His Girl Friday, Jaws, Pretty Maids All in a Row, Rolling Thunder, Sorcerer, Taxi Driver and The Good, the Bad and the Ugly, with the last being his favorite. Sergio Leone was a profound influence. In 2009, he named Kinji Fukasaku's violent action film Battle Royale as his favorite film released since he became a director in 1992. In 2020, Tarantino named David Fincher's film The Social Network his favorite movie of the 2010s. He is also a fan of the 1981 film Blow Out, directed by Brian De Palma, which led to his casting of John Travolta in Pulp Fiction. Tarantino praised Mel Gibson's 2006 film Apocalypto, saying, "I think it's a masterpiece. It was perhaps the best film of that year." Tarantino has also labeled Rio Bravo as another one of his favorites numerous times. He listed the Australian suspense film Roadgames (1981) as another favorite film. Tarantino is also a noted fan of Elaine May's 1987 film Ishtar, despite its reputation as being a notorious box-office flop and one of the worst films ever made. In August 2007, while teaching in a four-hour film course during the 9th Cinemanila International Film Festival in Manila, Tarantino cited Filipino directors Cirio H. Santiago, Eddie Romero and Gerardo de León as personal icons from the 1970s. He referred to De Leon's "soul-shattering, life-extinguishing" movies on vampires and female bondage, citing in particular Women in Cages; "It is just harsh, harsh, harsh", he said, and described the final shot as one of "devastating despair". Upon his arrival in the Philippines, Tarantino was quoted in the local newspaper as saying, "I'm a big fan of RP [Republic of the Philippines] cinema." Style Tarantino's films often feature graphic violence, a tendency which has sometimes been criticized. Reservoir Dogs was initially denied United Kingdom certification because of his use of torture as entertainment. Tarantino has frequently defended his use of violence, saying that "violence is so good. It affects audiences in a big way". Tarantino has stated that the celebrated animation-action sequence in Kill Bill: Volume 1 was inspired by the use of 2D animated sequences in actor Kamal Haasan's Tamil film Aalavandhan. He often blends esthetics elements, in tribute to his favorite films and filmmakers. In Kill Bill, he melds comic strip formulas and esthetics within a live action film sequence, in some cases by the literal use of cartoon or anime images. Tarantino has also occasionally used a nonlinear story structure in his films, most notably with Pulp Fiction. He has also used the style in Reservoir Dogs, Kill Bill, and The Hateful Eight. Tarantino's script for True Romance was originally told in a nonlinear style, before director Tony Scott decided to use a more linear approach. Critics have since referred to the use of this shifting timeline in films as the "Tarantino Effect". Actor Steve Buscemi has described Tarantino's novel style of filmmaking as "bursting with energy" and "focused". According to Tarantino, a hallmark of all his movies is that there is a different sense of humor in each one, which prompts the viewer to laugh at scenes that are not funny. However, he insists that his films are dramas, not comedies. He also creates his own products and brands that he uses in his films to varying degrees. His own fictional brands, including "Acuña Boys Tex-Mex Food", "Big Kahuna Burger", "G.O. Juice", "Jack Rabbit Slim's", "K-Billy", "Red Apple cigarettes", "Tenku Brand Beer" and "Teriyaki Donut", replace the use of product placement, sometimes to a humorous extent. Tarantino is also known for his choice of music in his films, including soundtracks that often use songs from the 1960s and 70s. In 2011, he was recognized at the 16th Critics' Choice Awards with the inaugural Music+Film Award. On the biopic genre, Tarantino has said that he has "no respect" for biopics, saying that they "are just big excuses for actors to win Oscars. ... Even the most interesting person – if you are telling their life from beginning to end, it's going to be a fucking boring movie." However, in an interview with Charlie Rose, he said, "There is one story that I could be interested in, but it would probably be one of the last movies I [ever make] ... My favorite hero in American history is John Brown. He's my favorite American who ever lived. He basically single-handedly started the road to end slavery and ... he killed people to do it. He decided, 'If we start spilling white blood, then they're going to start getting the idea.'" Tarantino has stated in many interviews that his writing process is like writing a novel before formatting it into a script, saying that this creates the blueprint of the film and makes the film feel like literature. About his writing process he told website The Talks, "[My] head is a sponge. I listen to what everyone says, I watch little idiosyncratic behavior, people tell me a joke and I remember it. People tell me an interesting story in their life and I remember it. ... when I go and write my new characters, my pen is like an antenna, it gets that information, and all of a sudden these characters come out more or less fully formed. I don't write their dialogue, I get them talking to each other." In 2013, a survey of seven academics was carried out to discover which filmmakers had been referenced the most in essays and dissertations on film that had been marked in the previous five years. It revealed that Tarantino was the most-studied director in the United Kingdom, ahead of Christopher Nolan, Alfred Hitchcock, Martin Scorsese and Steven Spielberg. Controversies Gun violence Tarantino has said that he does not believe that violence in film inspires real acts of violence. After the Sandy Hook Elementary School shooting in 2012, NRA Chief Executive Wayne LaPierre accused him of being insensitive to the event. In an interview with Terry Gross, Tarantino expressed "annoyance" at the suggestion that there is a link between the two, saying, "I think it's disrespectful to [the] memory of those who died to talk about movies ... Obviously the issue is gun control and mental health." Soon after, in response to a Hollywood PSA video titled "Demand a Plan", which featured celebrities rallying for gun control legislation, a pro-gun group used scenes from Tarantino's film Django Unchained to label celebrities as "hypocrites" for appearing in violent movies. Racial slurs In 1997, Spike Lee questioned Tarantino's use of racial slurs in his films, especially the word "nigger", particularly in Pulp Fiction and Jackie Brown. In a Variety interview discussing Jackie Brown, Lee said, "I'm not against the word ... And some people speak that way, but Quentin is infatuated with that word... I want Quentin to know that all African Americans do not think that word is trendy or slick." Tarantino responded on The Charlie Rose Show by stating: In addition, Tarantino retaliated on The Howard Stern Show by stating that Lee would have to "stand on a chair to kiss [his] ass". Samuel L. Jackson, who has appeared in both directors' films, defended Tarantino's use of the word. At the Berlin Film Festival, where Jackie Brown was being screened, Jackson responded to Lee's criticism by saying, "I don't think the word is offensive in the context of this film ... Black artists think they are the only ones allowed to use the word. Well, that's bull. Jackie Brown is a wonderful homage to black exploitation films. This is a good film, and Spike hasn't made one of those in a few years." Tarantino has defended his use of the word, arguing that black audiences have an appreciation of his blaxploitation-influenced films that eludes some of his critics, and indeed, that Jackie Brown was primarily made for "black audiences".Django Unchained was the subject of controversy because of its use of racial slurs and depiction of slavery. Reviewers have defended the use of the language by pointing out the historic context of race and slavery in America. Lee, in an interview with Vibe magazine, said that he would not see the film, explaining, "All I'm going to say is that it's disrespectful to my ancestors. That's just me ... I'm not speaking on behalf of anybody else." Lee later tweeted, "American Slavery Was Not A Sergio Leone Spaghetti Western. It Was A Holocaust. My Ancestors Are Slaves. Stolen From Africa. I Will Honor Them." Writing in the Los Angeles Times, journalist Erin Aubry Kaplan noted the difference between Tarantino's Jackie Brown and Django Unchained: "It is an institution whose horrors need no exaggerating, yet Django does exactly that, either to enlighten or entertain. A white director slinging around the n-word in a homage to '70s blaxploitation à la Jackie Brown is one thing, but the same director turning the savageness of slavery into pulp fiction is quite another." Harvey Weinstein On October 18, 2017, Tarantino gave an interview discussing sexual harassment and assault allegations against producer Harvey Weinstein. Tarantino said his girlfriend Mira Sorvino told him in the mid-1990s about her experience with Weinstein. Tarantino confronted Weinstein at the time and received an apology. Tarantino said: "What I did was marginalize the incidents. I knew enough to do more than I did." On February 3, 2018, in an interview with The New York Times, Pulp Fiction and Kill Bill actress Uma Thurman said Weinstein sexually assaulted her, and that she had reported this to Tarantino. Tarantino said he confronted Weinstein, as he had previously when Weinstein made advances on his former partner, demanded he apologize and banned him from contact with Thurman for the rest of production. In a June 2021 interview on the Joe Rogan Experience podcast, Tarantino admitted his regret over not pressing Weinstein further, saying he did not know the extent of his misconduct before the 2017 scandal. He remarked on his "sad" view of his past relationship with Weinstein, saying he once looked up to him for fostering his career and describing him as "a fucked up father figure". Kill Bill car crash Uma Thurman was in a serious car crash on the set of Kill Bill because Tarantino had insisted she perform her own driving stunts. Tarantino said he did not force her to do the stunt. Although Thurman said the incident was "negligent to the point of criminality", she did not believe Tarantino had "malicious intent". Roman Polanski In a 2003 Howard Stern interview, Tarantino defended Roman Polanski when a 13-year-old girl, Samantha Geimer, was raped by Polanski in 1977. The interview resurfaced in 2018 and Geimer called out Tarantino saying that he was wrong. He later apologized for his remark, which was also a few days after publicly expressed regret about Uma Thurman's car crash on the set of Kill Bill. Chow Yun-fat On May 7, 1998, on Howard Stern Radio on WXRK, Tarantino was a guest caller who racially insulted Hong Kong actor Chow Yun-fat from the movie, The Replacement Killers saying that "he better learn some fuckin' English." Tarantino dated Mira Sorvino who also co-starred in that movie. Comic artist Dan Brereton said, "[Tarantino] dissed Chow Yun Fat on Howard Stern, which I thought was lame since he was a huge fan of Fat's and was credited as being instrumental in getting US producers to notice him and seems to have helped given Chow some cache as a star... Maybe CYF and QT didn't hit it off in person or something, I dunno, but to bad-mouth Chow Yun Fat and say he sucked in Replacement Killers was strange and uncool." Bruce Lee In 2019, Shannon Lee, daughter of Bruce Lee, called his depiction in Once Upon a Time in Hollywood disheartening and inaccurate. Tarantino said: "Bruce Lee was kind of an arrogant guy. The way he was talking, I didn't just make a lot of that up." Reservoir Dogs and City of Fire plagiarism Tarantino's movie Reservoir Dogs has been accused of plagiarism of Ringo Lam's City on Fire (1987 film) due to several similarities. Pulp Fiction NFT dispute In November 2021, Tarantino released seven NFTs based on uncut and unseen scenes of Pulp Fiction and including the original handwritten script. Miramax filed suit claiming they own the film rights and that Tarantino should not be allowed to release them without their permission. However, Tarantino is said to have certain rights and disputes the Miramax claim. Personal life As a child, Tarantino was a fan of the early eras of Marvel Comics, particularly those that were plotted and drawn by Jack Kirby with dialogue by Stan Lee, and is a confessed fan of the Marvel Cinematic Universe. In a December 2009 interview with John Scott Lewinski of Digital Spy, Tarantino said that he plans to retire from filmmaking when he is 60, in order to focus on writing novels and film literature. He is skeptical of the film industry going digital, saying, "If it actually gets to the place where you can't show 35 mm film in theaters anymore and everything is digital projection, I won't even make it to 60." He has also stated that he has a plan, although "not etched in stone", to retire after making his tenth movie: "If I get to the 10th, do a good job and don't screw it up, well that sounds like a good way to end the old career." In February 2010, Tarantino bought the New Beverly Cinema in Los Angeles. Tarantino allowed the previous owners to continue operating the theater, but stated he would make occasional programming suggestions. He was quoted as saying: "As long as I'm alive, and as long as I'm rich, the New Beverly will be there, showing films shot on 35 mm." Starting in 2014, Tarantino took a more active role in programming film screenings at the New Beverly, showing his own films as well as prints from his personal collection. In 2021, Tarantino announced that he had also purchased the Vista Theatre in Los Angeles, stating that he intends to keep it a first-run theatre, and that it will predominantly show 35mm film prints when possible. Faith As a youth, Tarantino attended an Evangelical church, describing himself as "baptized, born again and everything inbetween." Tarantino said this was an act of rebellion against his Catholic mother as she had encouraged what might usually be considered more conventional forms of rebellion, such as his interests in comic books and horror films. Throughout the 1990s and 2000s, Tarantino was evasive about his religious beliefs despite making it clear that he believed in God, whom he credited with giving him his writing ability. Beginning around the 2010s, Tarantino continued ascribing his talents to gifts from God although he started expressing uncertainty regarding God's existence. "I think I was born Catholic, but I was never practiced," said Tarantino. "As time has gone on, as I've become a man and made my way further as an adult, I'm not sure how much any of that I believe in. I don't really know if I believe in God, especially not in this Santa Claus character that people seemed to have conjured up." By June 2021, Tarantino had declared himself an atheist. Relationships and marriage In the early 1990s Tarantino dated comedians Margaret Cho and Kathy Griffin. From 1995 to 1998 he dated actress Mira Sorvino. He was her date at the 68th Oscars ceremony where she had won the Academy Award for Best Supporting Actress. In March 1998 they separated with Sorvino releasing a statement that "[They] still love each other very much” but had reached a “mutual” decision to go their separate ways." From 2003 to 2005, Tarantino was in a romantic relationship with filmmaker Sofia Coppola. The two have remained friends since their breakup. On June 30, 2017, Tarantino became engaged to Israeli singer Daniella Pick, daughter of musician Zvika Pick. They met in 2009 when Tarantino was in Israel to promote Inglourious Basterds. They married on November 28, 2018, in a Reform Jewish ceremony in their Beverly Hills Home. As of January 2020, they were splitting their time between the Ramat Aviv Gimel neighborhood of Tel Aviv, Israel, as well as Los Angeles. On February 22, 2020, their son, Leo (named after his wife's maternal grandfather), was born in Israel. Filmography Tarantino has stated that he plans to make a total of just ten films before retiring as a director, as a means of ensuring an overall high quality within his filmography. He believes "most directors have horrible last movies," that ending on a "decent movie is rare," and that ending on a "good movie is kind of phenomenal." Alongside other pertinent information, the table below lists where each of his films is placed within this count of ten. Collaborators Tarantino has built up an informal "repertory company" of actors who have appeared in many roles in his films. Most notable of these is Samuel L. Jackson, who has appeared in six films directed by Tarantino and a seventh written by him, True Romance. Other frequent collaborators include Uma Thurman, who has been featured in three films and whom Tarantino has described as his "muse"; Zoë Bell, who has acted or performed stunts in seven Tarantino films; Michael Madsen, James Parks and Tim Roth, who respectively appear in five, four and three films. In addition, Roth appeared in Four Rooms, an anthology film where Tarantino directed the final segment, and filmed a scene for Once Upon a Time in Hollywood before it was cut for time. Other actors who have appeared in several films by Tarantino include Michael Bacall, Michael Bowen, Bruce Dern, Harvey Keitel, Michael Parks, Kurt Russell, and Craig Stark, who have appeared in three films each. Leonardo DiCaprio and Brad Pitt have each appeared in two Tarantino films, the second of which, Once Upon a Time in Hollywood, they appear in together. Like Jackson, Pitt also appeared in the Tarantino-penned True Romance. Christoph Waltz appeared in two Tarantino films, Inglourious Basterds and Django Unchained, winning a Best Supporting Actor Oscar for each role. Waltz had been working as an actor since the 1970s in numerous German movies and TV shows but was a relative unknown when he was cast as Hans Landa in his first film for Tarantino. Editor Sally Menke, who worked on all Tarantino films until her death in 2010, was described by Tarantino in 2007 as "hands down my number one collaborator". Awards and honors Throughout his career, Tarantino and his films have frequently received nominations for major awards, including for seven Academy Awards, seven BAFTA Awards, seven Golden Globe Awards, two Directors Guild of America Awards, and sixteen Saturn Awards. He has won the Academy Award for Best Original Screenplay twice, for Pulp Fiction and Django Unchained. He has four times been nominated for the Palme d'Or at the Cannes Film Festival, winning once for Pulp Fiction in 1994. In addition to his recognition for writing and directing films, Tarantino has received five Grammy Award nominations and a Primetime Emmy Award nomination. In 2005, Tarantino was awarded the honorary Icon of the Decade at the 10th Empire Awards. He has earned lifetime achievement awards from two organizations in 2007, from Cinemanila, and from the Rome Film Festival in 2012. In 2011, Tarantino was awarded the Honorary César by the Académie des Arts et Techniques du Cinéma. See also Quentin Tarantino Film Festival, a film festival in Austin, Texas, United States, hosted by Tarantino Quentin Tarantino's unrealized projects QT8: The First Eight, a 2019 documentary about Tarantino References Footnotes Citations Further reading Levy, Emanuel. Cinema of Outsiders: The Rise of American Independent Film''. New York: NYU Press, 1999; 2001 paperback. External links 1963 births 20th-century American male actors 20th-century American screenwriters 21st-century American male actors 21st-century American screenwriters Action film directors Actors from Torrance, California American crime fiction writers American expatriates in Israel American male film actors American male screenwriters American male television actors American people of Italian descent People of Apulian descent American people of Irish descent American people of Cherokee descent Best Director AACTA International Award winners Best Original Screenplay Academy Award winners Best Original Screenplay BAFTA Award winners Best Screenplay AACTA International Award winners Best Screenplay Golden Globe winners CAS Filmmaker Award honorees Commandeurs of the Ordre des Arts et des Lettres César Honorary Award recipients Directors of Palme d'Or winners Edgar Award winners Fellows of the American Academy of Arts and Sciences Film directors from California Film directors from Tennessee Film producers from Tennessee French-language film directors German-language film directors Independent Spirit Award for Best Director winners Recipients of the Legion of Honour Living people Male actors from Tennessee People from Knoxville, Tennessee People from Torrance, California Screenwriters from California Western (genre) film directors Western (genre) writers 20th-century American male writers 21st-century American male writers
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Quanta is the plural of quantum. Quanta may also refer to: Organisations Quanta Computer, a Taiwan-based manufacturer of electronic and computer equipment Quanta Display Inc., a Taiwanese TFT-LCD panel manufacturer acquired by AU Optronics QUANTA, a user group for the Sinclair QL computer Quanta Services, a US-based speciality contractor for the electric, gas, and telecommunications industries Quanta Technology, a utility infrastructure consulting company Technology Quanta, an algorithm for random number generation for smart contracts Quanta Plus, a web development tool Music Quanta, a 1997 album by Gilberto Gil Quanta Live, a Grammy Award-winning 1998 album by Gilberto Gil Science Quanta (journal), an open-access academic journal Quanta Magazine, a magazine covering developments in science Others A line of bowling balls by Brunswick Bowling & Billiards Quanta cura, a papal encyclical issued by Pope Pius IX on 8 December 1864
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A quine is a computer program which takes no input and produces a copy of its own source code as its only output. The standard terms for these programs in the computability theory and computer science literature are "self-replicating programs", "self-reproducing programs", and "self-copying programs". A quine is a fixed point of an execution environment, when the execution environment is viewed as a function transforming programs into their outputs. Quines are possible in any Turing-complete programming language, as a direct consequence of Kleene's recursion theorem. For amusement, programmers sometimes attempt to develop the shortest possible quine in any given programming language. The name "quine" was coined by Douglas Hofstadter, in his popular science book Gödel, Escher, Bach, in honor of philosopher Willard Van Orman Quine (1908–2000), who made an extensive study of indirect self-reference, and in particular for the following paradox-producing expression, known as Quine's paradox: "Yields falsehood when preceded by its quotation" yields falsehood when preceded by its quotation. History The idea of self-reproducing automata came from the dawn of computing, if not before. John von Neumann theorized about them in the 1940s. Later, Paul Bratley and Jean Millo's article "Computer Recreations: Self-Reproducing Automata" discussed them in 1972. Bratley first became interested in self-reproducing programs after seeing the first known such program written in Atlas Autocode at Edinburgh in the 1960s by the University of Edinburgh lecturer and researcher Hamish Dewar. The "download source" requirement of the Affero General Public License is based on the idea of a quine. Examples Constructive quines In general, the method used to create a quine in any programming language is to have, within the program, two pieces: (a) code used to do the actual printing and (b) data that represents the textual form of the code. The code functions by using the data to print the code (which makes sense since the data represents the textual form of the code), but it also uses the data, processed in a simple way, to print the textual representation of the data itself. Here are three small examples in Python3: a='a=%s%s%s;print(a%%(chr(39),a,chr(39)))';print(a%(chr(39),a,chr(39))) b='b={}{}{};print(b.format(chr(39),b,chr(39)))';print(b.format(chr(39),b,chr(39))) c='c=%r;print(c%%c)';print(c%c) #note that %r will quote automatically In Python 3.8: exec(s:='print("exec(s:=%r)"%s)') The following Java code demonstrates the basic structure of a quine. public class Quine { public static void main(String[] args) { char q = 34; // Quotation mark character String[] l = { // Array of source code "public class Quine", "{", " public static void main(String[] args)", " {", " char q = 34; // Quotation mark character", " String[] l = { // Array of source code", " ", " };", " for(int i = 0; i < 6; i++) // Print opening code", " System.out.println(l[i]);", " for(int i = 0; i < l.length; i++) // Print string array", " System.out.println(l[6] + q + l[i] + q + ',');", " for(int i = 7; i < l.length; i++) // Print this code", " System.out.println(l[i]);", " }", "}", }; for(int i = 0; i < 6; i++) // Print opening code System.out.println(l[i]); for(int i = 0; i < l.length; i++) // Print string array System.out.println(l[6] + q + l[i] + q + ','); for(int i = 7; i < l.length; i++) // Print this code System.out.println(l[i]); } } The source code contains a string array of itself, which is output twice, once inside quotation marks. This code was adapted from an original post from c2.com, where the author, Jason Wilson, posted it as a minimalistic version of a Quine, without Java comments. Thanks to new text blocks feature in Java 15 (or newer), a more readable and simpler version is possible: public class Quine { public static void main(String[] args) { String textBlockQuotes = new String(new char[]{'"', '"', '"'}); char newLine = 10; String source = """ public class Quine { public static void main(String[] args) { String textBlockQuotes = new String(new char[]{'"', '"', '"'}); char newLine = 10; String source = %s; System.out.print(source.formatted(textBlockQuotes + newLine + source + textBlockQuotes)); } } """; System.out.print(source.formatted(textBlockQuotes + newLine + source + textBlockQuotes)); } } Eval quines Some programming languages have the ability to evaluate a string as a program. Quines can take advantage of this feature. For example, this Ruby quine: eval s="print 'eval s=';p s" Lua can do: s="print(string.format('s=%c%s%c; load(s)()',34,s,34))"; load(s)() "Cheating" quines Self-evaluation In many functional languages, including Scheme and other Lisps, and interactive languages such as APL, numbers are self-evaluating. In TI-BASIC, if the last line of a program returns a value, the returned value is displayed on the screen. Therefore, in such languages a program consisting of only a single digit results in a 1-byte quine. Since such code does not construct itself, this is often considered cheating. 1 Another such example involves the interactive Python feature where the underscore symbol is assigned the value of the previous line. '%r\nprint(_%%_)' print(_%_) In some languages, particularly scripting languages but also C, an empty source file is a fixed point of the language, being a valid program that produces no output. Such an empty program, submitted as "the world's smallest self reproducing program", once won the "worst abuse of the rules" prize in the International Obfuscated C Code Contest. The program was not actually compiled, but used cp to copy the file into another file, which could be executed to print nothing. Other questionable techniques include making use of compiler messages; for example, in the GW-BASIC environment, entering "Syntax Error" will cause the interpreter to respond with "Syntax Error". Source code inspection Quines, per definition, cannot receive any form of input, including reading a file, which means a quine is considered to be "cheating" if it looks at its own source code. The following shell script is not a quine: #!/bin/sh # Invalid quine. # Reading the executed file from disk is cheating. cat $0 A shorter variant, exploiting the behaviour of shebang directives: #!/bin/cat Ouroboros programs The quine concept can be extended to multiple levels of recursion, giving rise to "ouroboros programs", or quine-relays. This should not be confused with multiquines. Example This Java program outputs the source for a C++ program that outputs the original Java code. #include <iostream> #include <string> using namespace std; int main(int argc, char* argv[]) { char q = 34; string l[] = { " ", "=============<<<<<<<< C++ Code >>>>>>>>=============", "#include <iostream>", "#include <string>", "using namespace std;", "", "int main(int argc, char* argv[])", "{", " char q = 34;", " string l[] = {", " };", " for(int i = 20; i <= 25; i++)", " cout << l[i] << endl;", " for(int i = 0; i <= 34; i++)", " cout << l[0] + q + l[i] + q + ',' << endl;", " for(int i = 26; i <= 34; i++)", " cout << l[i] << endl;", " return 0;", "}", "=============<<<<<<<< Java Code >>>>>>>>=============", "public class Quine", "{", " public static void main(String[] args)", " {", " char q = 34;", " String[] l = {", " };", " for(int i = 2; i <= 9; i++)", " System.out.println( l[i] );", " for(int i = 0; i < l.length; i++)", " System.out.println(l[0] + q + l[i] + q + ',');", " for(int i = 10; i <= 18; i++)", " System.out.println(l[i]);", " }", "}", }; for(int i = 20; i <= 25; i++) cout << l[i] << endl; for(int i = 0; i <= 34; i++) cout << l[0] + q + l[i] + q + ',' << endl; for(int i = 26; i <= 34; i++) cout << l[i] << endl; return 0; }public class Quine { public static void main(String[] args) { char q = 34; String[] l = { " ", "=============<<<<<<<< C++ Code >>>>>>>>=============", "#include <iostream>", "#include <string>", "using namespace std;", "", "int main(int argc, char* argv[])", "{", " char q = 34;", " string l[] = {", " };", " for(int i = 20; i <= 25; i++)", " cout << l[i] << endl;", " for(int i = 0; i <= 34; i++)", " cout << l[0] + q + l[i] + q + ',' << endl;", " for(int i = 26; i <= 34; i++)", " cout << l[i] << endl;", " return 0;", "}", "=============<<<<<<<< Java Code >>>>>>>>==========", "public class Quine", "{", " public static void main( String[] args )", " {", " char q = 34;", " String[] l = {", " };", " for(int i = 2; i <= 9; i++)", " System.out.println(l[i]);", " for(int i = 0; i < l.length; i++)", " System.out.println( l[0] + q + l[i] + q + ',' );", " for(int i = 10; i <= 18; i++))", " System.out.println(l[i]);", " }", "}", }; for(int i = 2; i <= 9; i++) System.out.println(l[i]); for(int i = 0; i < l.length; i++) System.out.println( l[0] + q + l[i] + q + ',' ); for(int i = 10; i <= 18; i++) System.out.println(l[i]); } } Such programs have been produced with various cycle lengths: Haskell → Python → Ruby Python → Bash → Perl C → Haskell → Python → Perl Haskell → Perl → Python → Ruby → C → Java Ruby → Java → C# → Python C → C++ → Ruby → Python → PHP → Perl Ruby → Python → Perl → Lua → OCaml → Haskell → C → Java → Brainfuck → Whitespace → Unlambda Ruby → Scala → Scheme → Scilab → Shell (bash) → S-Lang → Smalltalk → Squirrel3 → Standard ML → ... → Rexx (128 (and formerly 50) programming languages) Web application → C (web application source code consists of HTML, JavaScript, and CSS) Multiquines David Madore, creator of Unlambda, describes multiquines as follows: "A multiquine is a set of r different programs (in r different languages – without this condition we could take them all equal to a single quine), each of which is able to print any of the r programs (including itself) according to the command line argument it is passed. (Note that cheating is not allowed: the command line arguments must not be too long – passing the full text of a program is considered cheating)." A multiquine consisting of 2 languages (or biquine) would be a program which: When run, is a quine in language X. When supplied with a user-defined command line argument, would print a second program in language Y. Given the second program in language Y, when run normally, would also be a quine in language Y. Given the second program in language Y, and supplied with a user-defined command line argument, would produce the original program in language X. A biquine could then be seen as a set of two programs, both of which are able to print either of the two, depending on the command line argument supplied. Theoretically, there is no limit on the number of languages in a multiquine. A 5-part multiquine (or pentaquine) has been produced with Python, Perl, C, NewLISP, and F# and there is also a 25-language multiquine. Radiation-hardened A radiation-hardened quine is a quine that can have any single character removed and still produces the original program with no missing character. Of necessity, such quines are much more convoluted than ordinary quines, as is seen by the following example in Ruby: eval='eval$q=%q(puts %q(10210/#{1 1 if 1==21}}/.i rescue##/ 1 1"[13,213].max_by{|s|s.size}#"##").gsub(/\d/){["=\47eval$q=%q(#$q)#\47##\47 ",:eval,:instance_,"||=9"][eval$&]} exit)#'##' instance_eval='eval$q=%q(puts %q(10210/#{1 1 if 1==21}}/.i rescue##/ 1 1"[13,213].max_by{|s|s.size}#"##").gsub(/\d/){["=\47eval$q=%q(#$q)#\47##\47 ",:eval,:instance_,"||=9"][eval$&]} exit)#'##' /#{eval eval if eval==instance_eval}}/.i rescue##/ eval eval"[eval||=9,instance_eval||=9].max_by{|s|s.size}#"##" See also Diagonal lemma Droste effect Fixed point combinator Self-modifying code Self-interpreter Self-replicating machine Self-replication Self-relocation Tupper's self-referential formula Programming languages Quine's paradox Notes References Further reading Douglas Hofstadter: Gödel, Escher, Bach: An Eternal Golden Braid Ken Thompson: "Reflections on Trusting Trust" (Communications of the ACM, 27(8):761-3) External links TiddlyWiki, a quine manifested as a wiki The Quine Page (by Gary P. Thompson) A Brief Guide to Self-Referential Programs QuineProgram at the Portland Pattern Repository Wiki David Madore's Discussion of Quines Zip File Quine Zip Files All The Way Down An Introduction to Quines — in particular, quines using more than one language Quine Web Page: A standards-conforming HTML+JavaScript web page that shows its own source code HTML Quine: An HTML page that only uses HTML and CSS to show its own source code Quine Challenge for Tom's JavaScript Machine, with a series of interactive hints A Java Quine built straight from Kleene's fixed point theorem, composition and s-n-m A QR code quine Source code Articles with example C code Willard Van Orman Quine Test items in computer languages Computer programming folklore Self-replication
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Quantization is the process of constraining an input from a continuous or otherwise large set of values (such as the real numbers) to a discrete set (such as the integers). The term quantization may refer to: Signal processing Quantization (signal processing) Quantization (image processing) Color quantization Quantization (music) Physics Quantization (physics) Canonical quantization Geometric quantization Discrete spectrum, or otherwise discrete quantity Spatial quantization Charge quantization Computing Linguistics Quantization (linguistics) Similar terms Quantification (science)
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In logic and mathematics, proof by contradiction is a form of proof that establishes the truth or the validity of a proposition, by showing that assuming the proposition to be false leads to a contradiction. Proof by contradiction is also known as indirect proof, proof by assuming the opposite, and reductio ad impossibile. Principle Proof by contradiction is based on the law of noncontradiction as first formalized as a metaphysical principle by Aristotle. Noncontradiction is also a theorem in propositional logic. This states that an assertion or mathematical statement cannot be both true and false. That is, a proposition Q and its negation Q ("not-Q") cannot both be true. In a proof by contradiction, it is shown that the denial of the statement being proved results in such a contradiction. It has the form of a reductio ad absurdum argument, and usually proceeds as follows: The proposition to be proved, P, is assumed to be false. That is, P is true. It is then shown that P implies two mutually contradictory assertions, Q and Q. Since Q and Q cannot both be true, the assumption that P is false must be wrong, so P must be true. The 3rd step is based on the following possible truth value cases of a valid argument p → q. p(T) → q(T), where x in p(x) is the truth value of a statement p; T for True and F for False. p(F) → q(T). p(F) → q(F). It tells that if a false statement is reached via a valid logic from an assumed statement, then the assumed statement is a false statement. This fact is used in proof by contradiction. Proof by contradiction is formulated as , where is a logical contradiction or a false statement (a statement which truth value is false). If is reached from P via a valid logic, then is proved as true so p is proved as true. An alternate form of proof by contradiction derives a contradiction with the statement to be proved by showing that P implies P. This is a contradiction so the assumption P must be false, equivalently P as true. This is formulated as . An existence proof by contradiction assumes that some object doesn't exist, and then proves that this would lead to a contradiction; thus, such an object must exist. Although it is quite freely used in mathematical proofs, not every school of mathematical thought accepts this kind of nonconstructive proof as universally valid. Law of the excluded middle Proof by contradiction also depends on the law of the excluded middle, also first formulated by Aristotle. This states that either an assertion or its negation must be true (For all propositions P, either P or not-P is true) That is, there is no other truth value besides "true" and "false" that a proposition can take. Combined with the principle of noncontradiction, this means that exactly one of and is true. In proof by contradiction, this permits the conclusion that since the possibility of has been excluded, must be true. Intuitionist mathematicians do not accept the law of the excluded middle, and thus reject proof by contradiction as a viable proof technique. If the proposition to be proved has itself the form of a negation , a proof by contradiction can start by assuming that is true and derive a contradiction from that assumption. It then follows that the assumption was wrong, so is false. In such cases, the proof does not need to appeal to the law of the excluded middle. An example is the proof of irrationality of the square root of 2 given below. Relationship with other proof techniques Proof by contradiction is closely related to proof by contrapositive, and the two are sometimes confused, though they are distinct methods. The main distinction is that a proof by contrapositive applies only to statements that can be written in the form (i.e., implications), whereas the technique of proof by contradiction applies to statements of any form: Proof by contradiction (general): assume to be true and derive a contradiction. This corresponds, in the framework of propositional logic, to the equivalence , where is a logical contradiction or a false statement (a statement which truth value is false). If the statement to be proven is an implication , then the differences between direct proof, proof by contrapositive, and proof by contradiction can be outlined as follows: Direct proof: assume and show . Proof by contrapositive: assume and show . This corresponds to the equivalence . Proof by contradiction: assume and and derive a contradiction. This corresponds to the equivalences . Examples Irrationality of the square root of 2 A classic proof by contradiction from mathematics is the proof that the square root of 2 is irrational. If it were rational, it would be expressible as a fraction a/b in lowest terms, where a and b are integers, at least one of which is odd. But if a/b = , then a2 = 2b2. Therefore, a2 must be even, and because the square of an odd number is odd, that in turn implies that a is itself even — which means that b must be odd because a/b is in lowest terms. On the other hand, if a is even, then a2 is a multiple of 4. If a2 is a multiple of 4 and a2 = 2b2, then 2b2 is a multiple of 4, and therefore b2 must be even, which means that b must be even as well. So b is both odd and even, a contradiction. Therefore, the initial assumption—that can be expressed as a fraction—must be false. The length of the hypotenuse The method of proof by contradiction has also been used to show that for any non-degenerate right triangle, the length of the hypotenuse is less than the sum of the lengths of the two remaining sides. By letting c be the length of the hypotenuse and a and b be the lengths of the legs, one can also express the claim more succinctly as a + b > c. In which case, a proof by contradiction can then be made by appealing to the Pythagorean theorem. First, the claim is negated to assume that a + b ≤ c. In which case, squaring both sides would yield that (a + b)2 ≤ c2, or equivalently, a2 + 2ab + b2 ≤ c2. A triangle is non-degenerate if each of its edges has positive length, so it may be assumed that both a and b are greater than 0. Therefore, a2 + b2 < a2 + 2ab + b2 ≤ c2, and the transitive relation may be reduced further to a2 + b2 < c2. On the other hand, it is also known from the Pythagorean theorem that a2 + b2 = c2. This would result in a contradiction since strict inequality and equality are mutually exclusive. The contradiction means that it is impossible for both to be true and it is known that the Pythagorean theorem holds. It follows from there that the assumption a + b ≤ c must be false and hence a + b > c, proving the claim. No least positive rational number Consider the proposition, P: "there is no smallest rational number greater than 0". In a proof by contradiction, we start by assuming the opposite, ¬P: that there is a smallest rational number, say, r. Now, r/2 is a rational number greater than 0 and smaller than r. But that contradicts the assumption that r was the smallest rational number (if "r is the smallest rational number" were Q, then one can infer from "r/2 is a rational number smaller than r" that ¬Q.) This contradiction shows that the original proposition, P, must be true. That is, that "there is no smallest rational number greater than 0". Other For other examples, see proof that the square root of 2 is not rational (where indirect proofs different from the one above can be found) and Cantor's diagonal argument. Notation Proofs by contradiction sometimes end with the word "Contradiction!". Isaac Barrow and Baermann used the notation Q.E.A., for "quod est absurdum" ("which is absurd"), along the lines of Q.E.D., but this notation is rarely used today. A graphical symbol sometimes used for contradictions is a downwards zigzag arrow "lightning" symbol (U+21AF: ↯), for example in Davey and Priestley. Others sometimes used include a pair of opposing arrows (as or ), struck-out arrows (), a stylized form of hash (such as U+2A33: ⨳), or the "reference mark" (U+203B: ※), or . Principle of explosion A curious logical consequence of the principle of non-contradiction is that a contradiction implies any statement; if a contradiction is accepted as true, any proposition (including its negation) can be proved from it. This is known as the principle of explosion (, "from a falsehood, anything [follows]", or , "from a contradiction, anything follows"), or the principle of pseudo-scotus. (for all Q, P and not-P implies Q) Thus a contradiction in a formal axiomatic system is disastrous; since any theorem can be proven true, it destroys the conventional meaning of truth and falsity. The discovery of contradictions at the foundations of mathematics at the beginning of the 20th century, such as Russell's paradox, threatened the entire structure of mathematics due to the principle of explosion. This motivated a great deal of work during the 20th century to create consistent axiomatic systems to provide a logical underpinning for mathematics. This has also led a few philosophers such as Newton da Costa, Walter Carnielli and Graham Priest to reject the principle of non-contradiction, giving rise to theories such as paraconsistent logic and dialethism, which accepts that there exist statements that are both true and false. Hardy's view G. H. Hardy described proof by contradiction as "one of a mathematician's finest weapons", saying "It is a far finer gambit than any chess gambit: a chess player may offer the sacrifice of a pawn or even a piece, but a mathematician offers the game." See also Law of excluded middle Law of noncontradiction Proof by exhaustion Proof by infinite descent, a form of proof by contradiction References Further reading and external links Proof by Contradiction from Larry W. Cusick's How To Write Proofs Reductio ad Absurdum Internet Encyclopedia of Philosophy; ISSN 2161-0002 Mathematical proofs Methods of proof Theorems in propositional logic
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Salvia rosmarinus, commonly known as rosemary, is a shrub with fragrant, evergreen, needle-like leaves and white, pink, purple, or blue flowers, native to the Mediterranean region. Until 2017, it was known by the scientific name Rosmarinus officinalis, now a synonym. It is a member of the sage family Lamiaceae, which includes many other medicinal and culinary herbs. The name "rosemary" derives from Latin ("dew of the sea"). Rosemary has a fibrous root system. Description Rosemary is an aromatic evergreen shrub with leaves similar to hemlock needles. It is native to the Mediterranean and Asia, but is reasonably hardy in cool climates. Special cultivars like 'Arp' can withstand winter temperatures down to about −20 °C. It can withstand droughts, surviving a severe lack of water for lengthy periods. In some parts of the world, it is considered a potentially invasive species. The seeds are often difficult to start, with a low germination rate and relatively slow growth, but the plant can live as long as 30 years. Forms range from upright to trailing; the upright forms can reach tall, rarely . The leaves are evergreen, long and 2–5 mm broad, green above, and white below, with dense, short, woolly hair. The plant flowers in spring and summer in temperate climates, but the plants can be in constant bloom in warm climates; flowers are white, pink, purple or deep blue. Rosemary also has a tendency to flower outside its normal flowering season; it has been known to flower as late as early December, and as early as mid-February (in the northern hemisphere). Taxonomy Salvia rosmarinus is now considered one of many hundreds of species in the genus Salvia. Formerly it was placed in a much smaller genus, Rosmarinus, which contained only two to four species including R. officinalis, which is now considered a synonym of S. rosmarinus. The other species most often recognized is the closely related, Salvia jordanii (formerly Rosmarinus eriocalyx), of the Maghreb of Africa and Iberia. The name of ros marinus is the plant's ancient name in classical Latin. Elizabeth Kent noted in her Flora Domestica (1823), "The botanical name of this plant is compounded of two Latin words, signifying Sea-dew; and indeed Rosemary thrives best by the sea." Both the original and current genus names of the species were applied by the 18th-century naturalist and founding taxonomist Carl Linnaeus. History The first mention of rosemary is found on cuneiform stone tablets as early as 5000 BCE. After that not much is known, except that Egyptians used it in their burial rituals. There is no further mention of rosemary until the ancient Greeks and Romans. Pliny the Elder (23–79 CE) wrote about it in The Natural History, as did Pedanius Dioscorides (c. 40 CE to c. 90 CE), a Greek botanist (amongst other things). He talked about rosemary in his most famous writing, De Materia Medica, one of the most influential herbal books in history. The herb then made its way east to China and was naturalized there as early as 220 CE, during the late Han Dynasty. Rosemary came to England at an unknown date; the Romans probably brought it when they invaded in the first century, but there are no viable records about rosemary arriving in Britain until the 8th century CE. This was credited to Charlemagne, who promoted herbs in general, and ordered rosemary to be grown in monastic gardens and farms. There are also no records of rosemary being properly naturalized in Britain until 1338, when cuttings were sent by The Countess of Hainault, Jeanne of Valois (1294–1342) to Queen Phillippa (1311–1369), wife of Edward III. It included a letter that described the virtues of rosemary and other herbs that accompanied the gift. The original manuscript can be found in the British Museum. The gift was then planted in the garden of the old palace of Westminster. After this, rosemary is found in most English herbal texts, and is widely used for medicinal and culinary purposes. Hungary water, which dates to the 14th century, was one of the first alcohol-based perfumes in Europe, and was primarily made from distilled rosemary. Rosemary finally arrived in the Americas with early European settlers in the beginning of the 17th century. It soon was spread to South America and global distribution. Usage Upon cultivation, the leaves, twigs, and flowering apices are extracted for use. Rosemary is used as a decorative plant in gardens. The leaves are used to flavor various foods, such as stuffing and roast meats. Cultivation Since it is attractive and drought-tolerant, rosemary is used as an ornamental plant in gardens and for xeriscape landscaping, especially in regions of Mediterranean climate. It is considered easy to grow and pest-resistant. Rosemary can grow quite large and retain attractiveness for many years, can be pruned into formal shapes and low hedges, and has been used for topiary. It is easily grown in pots. The groundcover cultivars spread widely, with a dense and durable texture. Rosemary grows on loam soil with good drainage in an open, sunny position. It will not withstand waterlogging and some varieties are susceptible to frost. It grows best in neutral to alkaline conditions (pH 7–7.8) with average fertility. It can be propagated from an existing plant by clipping a shoot (from a soft new growth) long, stripping a few leaves from the bottom, and planting it directly into soil. Cultivars Numerous cultivars have been selected for garden use. 'Albus' – white flowers 'Arp' – leaves light green, lemon-scented and especially cold-hardy 'Aureus' – leaves speckled yellow 'Benenden Blue' – leaves narrow, dark green 'Blue Boy' – dwarf, small leaves 'Blue Rain' – pink flowers 'Golden Rain' – leaves green, with yellow streaks 'Gold Dust' – dark green leaves, with golden streaks but stronger than 'Golden Rain' 'Haifa' – low and small, white flowers 'Irene' – low and lax, trailing, intense blue flowers 'Lockwood de Forest' – procumbent selection from 'Tuscan Blue' 'Ken Taylor' – shrubby 'Majorica Pink' – pink flowers 'Miss Jessopp's Upright' – distinctive tall fastigiate form, with wider leaves. 'Pinkie' – pink flowers 'Prostratus' – lower groundcover 'Pyramidalis' (or 'Erectus') – fastigate form, pale blue flowers 'Remembrance' (or 'Gallipoli') – taken from the Gallipoli Peninsula 'Roseus' – pink flowers 'Salem' – pale blue flowers, cold-hardy similar to 'Arp' 'Severn Sea' – spreading, low-growing, with arching branches, flowers deep violet 'Sudbury Blue' – blue flowers 'Tuscan Blue' – traditional robust upright form 'Wilma's Gold' – yellow leaves The following cultivars have gained the Royal Horticultural Society's Award of Garden Merit: 'Benenden Blue' 'Miss Jessopp's Upright' 'Severn Sea' 'Sissinghurst Blue' Culinary use Rosemary leaves are used as a flavoring in foods, such as stuffing and roast lamb, pork, chicken, and turkey. Fresh or dried leaves are used in traditional Mediterranean cuisine. They have a bitter, astringent taste and a characteristic aroma which complements many cooked foods. Herbal tea can be made from the leaves. When roasted with meats or vegetables, the leaves impart a mustard-like aroma with an additional fragrance of charred wood that goes well with barbecued foods. In amounts typically used to flavor foods, such as one teaspoon (1 gram), rosemary provides no nutritional value. Rosemary extract has been shown to improve the shelf life and heat stability of omega 3-rich oils which are prone to rancidity. Rosemary is also an effective antimicrobial herb. Fragrance Rosemary oil is used for purposes of fragrant bodily perfumes or to emit an aroma into a room. It is also burnt as incense, and used in shampoos and cleaning products. Phytochemicals Rosemary contains a number of phytochemicals, including rosmarinic acid, camphor, caffeic acid, ursolic acid, betulinic acid, carnosic acid, and carnosol. Rosemary essential oil contains 10–20% camphor. Folklore and customs The plant or its oil have been used in folk medicine in the belief it may have medicinal effects. Rosemary was considered sacred to ancient Egyptians, Romans, and Greeks. In Don Quixote (Part One, Chapter XVII), the fictional hero uses rosemary in his recipe for balm of fierabras. The plant has been used as a symbol for remembrance during war commemorations and funerals in Europe and Australia. Mourners would throw it into graves as a symbol of remembrance for the dead. In Australia, sprigs of rosemary are worn on ANZAC Day and sometimes Remembrance Day to signify remembrance; the herb grows wild on the Gallipoli Peninsula, where many Australians died during World War I. Several Shakespeare plays refer to the use of rosemary in burial or memorial rites. In Shakespeare's Hamlet, Ophelia says, "There's rosemary, that's for remembrance. Pray you, love, remember." It likewise appears in Shakespeare's Winter's Tale in Act 4 Scene 4, where Perdita talks about "Rosemary and Rue". In Act 4 Scene 5 of Romeo and Juliet, Friar Lawrence admonishes the Capulet household to "stick your rosemary on this fair corse, and as the custom is, and in her best array, bear her to church." In the Spanish fairy tale The Sprig of Rosemary, the heroine touches the hero with the title rosemary in order to restore his magically lost memory. See also Four thieves vinegar Scented water References External links Rosemary List of Chemicals (Dr. Duke's) rosmarinus Drought-tolerant plants Garden plants Herbs Matorral shrubland Medicinal plants Environment of the Mediterranean Mediterranean cuisine Plants described in 1753 Plants used in bonsai E-number additives Subshrubs
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Romanian (obsolete spellings: Rumanian or Roumanian; autonym: limba română , or românește, ) is a Balkan Romance language spoken by approximately 22–26 million people as a native language, primarily in Romania and Moldova, and by another 4 million people as a second language. According to another estimate, there are about 34 million people worldwide who can speak Romanian, of whom 30 million speak it as a native language. It is an official and national language of both Romania and Moldova and is one of the official languages of the European Union. Romanian is a part of the Eastern Romance sub-branch of Romance languages, a linguistic group that evolved from several dialects of Vulgar Latin which separated from the Western Romance languages in the course of the period from the 5th to the 8th centuries. To distinguish it within the Eastern Romance languages, in comparative linguistics it is called Daco-Romanian as opposed to its closest relatives, Aromanian, Megleno-Romanian and Istro-Romanian. Romanian is also known as Moldovan in Moldova, although the Constitutional Court of Moldova ruled in 2013 that "the official language of the republic is Romanian". Numerous immigrant Romanian speakers live scattered across many other regions and countries worldwide, with large populations in Italy, Spain, Germany, the United Kingdom, Canada, and the United States. History Prehistory Romanian descended from the Vulgar Latin spoken in the Roman provinces of Southeastern Europe. Roman inscriptions show that Latin was primarily used to the north of the so-called Jireček Line (a hypothetical boundary between the predominantly Latin- and Greek-speaking territories of the Balkan Peninsula in the Roman Empire), but the exact territory where Proto-Romanian (or Common Romanian) developed cannot certainly be determined. Most regions where Romanian is now widely spokenBessarabia, Bukovina, Crișana, Maramureș, Moldova, and significant parts of Munteniawere not incorporated in the Roman Empire. Other regionsBanat, western Muntenia, Oltenia and Transylvaniaformed the Roman province of Dacia Traiana for about 170 years. According to the "continuity theory", the venue of the development of Proto-Romanian included the lands now forming Romania (to the north of the Danube), the opposite "immigrationist" theory says that Proto-Romanian was spoken in the lands to the south of the Danube and Romanian-speakers settled in most parts of modern Romania only centuries after the fall of the Roman Empire. Most scholars agree that two major dialects developed from Common Romanian by the 10th century. Daco-Romanian (the official language of Romania and Moldova) and Istro-Romanian (a language spoken by no more than 2,000 people in Istria) descended from the northern dialect. Two other languages, Aromanian and Megleno-Romanian, developed from the southern version of Common Romanian. These two languages are now spoken in lands to the south of the Jireček Line. Early history The use of the denomination Romanian (română) for the language and use of the demonym Romanians (Români) for speakers of this language predates the foundation of the modern Romanian state. Romanians always used the general term "rumân/român" or regional terms like "ardeleni" (or "ungureni"), "moldoveni" or "munteni" to designate themselves. Both the name of "rumână" or "rumâniască" for the Romanian language and the self-designation "rumân/român" are attested as early as the 16th century, by various foreign travelers into the Carpathian Romance-speaking space, as well as in other historical documents written in Romanian at that time such as Cronicile Țării Moldovei (The Chronicles of the land of Moldova) by Grigore Ureche. An attested reference to Romanian comes from a Latin title of an oath made in 1485 by the Moldavian Prince Stephen the Great to the Polish King Casimir, in which it is reported that "Haec Inscriptio ex Valachico in Latinam versa est sed Rex Ruthenica Lingua scriptam accepta"—This Inscription was translated from Valachian (Romanian) into Latin, but the King has received it written in the Ruthenian language (Slavic). The oldest extant document written in Romanian remains Neacșu's letter (1521) and was written using the Romanian Cyrillic alphabet, which was used until the late 19th century. In 1534, Tranquillo Andronico notes: "Valachi nunc se Romanos vocant" (The Wallachians are now calling themselves Romans). Francesco della Valle writes in 1532 that Romanians are calling themselves Romans in their own language, and he subsequently quotes the expression: "Sti Rominest?" for "Știi Românește?" (Do you know Romanian?). The Transylvanian Saxon Johann Lebel writes in 1542 that "Vlachi" call themselves "Romuini". The Polish chronicler Stanislaw Orzechowski (Orichovius) notes in 1554 that In their language they call themselves Romini from the Romans, while we call them Wallachians from the Italians). The Croatian prelate and diplomat Antun Vrančić recorded in 1570 that "Vlachs in Transylvania, Moldavia and Wallachia designate themselves as "Romans". Pierre Lescalopier writes in 1574 that those who live in Moldavia, Wallachia and the vast part of Transylvania, "consider themselves as true descendants of the Romans and call their language romanechte, which is Roman". After travelling through Wallachia, Moldavia and Transylvania Ferrante Capecci accounts in 1575 that the vallachian population of these regions call themselves "romanesci" ("românești"). In Palia de la Orăștie (1582) stands written ".[...] că văzum cum toate limbile au și înfluresc întru cuvintele slăvite a lui Dumnezeu numai noi românii pre limbă nu avem. Pentru aceia cu mare muncă scoasem de limba jidovească si grecească si srâbească pre limba românească 5 cărți ale lui Moisi prorocul si patru cărți și le dăruim voo frați rumâni și le-au scris în cheltuială multă... și le-au dăruit voo fraților români,... și le-au scris voo fraților români" In Letopisețul Țării Moldovei (17th century) written by the Moldavian chronicler Grigore Ureche we can read: “În ţara Ardealului nu lăcuiescu numai unguri, ce şi saşi peste samă de mulţi şi români peste tot locul, de mai multu-i ţara lăţită de români decât de unguri.” ("In Transylvania there live not solely Hungarians or Saxons, but overwhelmingly many Romanians everywhere around."). Miron Costin, in his De neamul moldovenilor (1687), while noting that Moldavians, Wallachians, and the Romanians living in the Kingdom of Hungary have the same origin, says that although people of Moldavia call themselves Moldavians, they name their language Romanian (românește) instead of Moldavian (moldovenește). The Transylvanian Hungarian Martin Szentiványi in 1699 quotes the following: «Si noi sentem Rumeni» ("We too are Romanians") and «Noi sentem di sange Rumena» ("We are of Romanian blood"). Notably, Szentiványi used Italian-based spellings to try to write the Romanian words. Dimitrie Cantemir, in his Descriptio Moldaviae (Berlin, 1714), points out that the inhabitants of Moldavia, Wallachia and Transylvania spoke the same language. He notes, however, some differences in accent and vocabulary. Cantemir's work provides one of the earliest histories of the language, in which he notes, like Ureche before him, the evolution from Latin and notices the Greek and Polish borrowings. Additionally, he introduces the idea that some words must have had Dacian roots. Cantemir also notes that while the idea of a Latin origin of the language was prevalent in his time, other scholars considered it to have derived from Italian. The slow process of Romanian establishing itself as an official language, used in the public sphere, in literature and ecclesiastically, began in the late 15th century and ended in the early decades of the 18th century, by which time Romanian had begun to be regularly used by the Church. The oldest Romanian texts of a literary nature are religious manuscripts (Codicele Voronețean, Psaltirea Scheiană), translations of essential Christian texts. These are considered either propagandistic results of confessional rivalries, for instance between Lutheranism and Calvinism, or as initiatives by Romanian monks stationed at Peri Monastery in Maramureș to distance themselves from the influence of the Mukacheve eparchy in Ukraine. Modern history of Romanian in Bessarabia The first Romanian grammar was published in Vienna in 1780. Following the annexation of Bessarabia by Russia (after 1812), Moldavian was established as an official language in the governmental institutions of Bessarabia, used along with Russian, The publishing works established by Archbishop Gavril Bănulescu-Bodoni were able to produce books and liturgical works in Moldavian between 1815 and 1820. The linguistic situation in Bessarabia from 1812 to 1918 was the gradual development of bilingualism. Russian continued to develop as the official language of privilege, whereas Romanian remained the principal vernacular. The period from 1905 to 1917 was one of increasing linguistic conflict, with the re-awakening of Romanian national consciousness. In 1905 and 1906, the Bessarabian zemstva asked for the re-introduction of Romanian in schools as a "compulsory language", and the "liberty to teach in the mother language (Romanian language)". At the same time, Romanian-language newspapers and journals began to appear, such as Basarabia (1906), Viața Basarabiei (1907), Moldovanul (1907), Luminătorul (1908), Cuvînt moldovenesc (1913), Glasul Basarabiei (1913). From 1913, the synod permitted that "the churches in Bessarabia use the Romanian language". Romanian finally became the official language with the Constitution of 1923. Historical grammar Romanian has preserved a part of the Latin declension, but whereas Latin had six cases, from a morphological viewpoint, Romanian has only three: the nominative/accusative, genitive/dative, and marginally the vocative. Romanian nouns also preserve the neuter gender, although instead of functioning as a separate gender with its own forms in adjectives, the Romanian neuter became a mixture of masculine and feminine. The verb morphology of Romanian has shown the same move towards a compound perfect and future tense as the other Romance languages. Compared with the other Romance languages, during its evolution, Romanian simplified the original Latin tense system in extreme ways, in particular the absence of sequence of tenses. Geographic distribution Romanian is spoken mostly in Central and the Balkan region of Southern Europe, although speakers of the language can be found all over the world, mostly due to emigration of Romanian nationals and the return of immigrants to Romania back to their original countries. Romanian speakers account for 0.5% of the world's population, and 4% of the Romance-speaking population of the world. Romanian is the single official and national language in Romania and Moldova, although it shares the official status at regional level with other languages in the Moldovan autonomies of Gagauzia and Transnistria. Romanian is also an official language of the Autonomous Province of Vojvodina in Serbia along with five other languages. Romanian minorities are encountered in Serbia (Timok Valley), Ukraine (Chernivtsi and Odessa oblasts), and Hungary (Gyula). Large immigrant communities are found in Italy, Spain, France, and Portugal. In 1995, the largest Romanian-speaking community in the Middle East was found in Israel, where Romanian was spoken by 5% of the population. Romanian is also spoken as a second language by people from Arabic-speaking countries who have studied in Romania. It is estimated that almost half a million Middle Eastern Arabs studied in Romania during the 1980s. Small Romanian-speaking communities are to be found in Kazakhstan and Russia. Romanian is also spoken within communities of Romanian and Moldovan immigrants in the United States, Canada and Australia, although they do not make up a large homogeneous community statewide. Legal status In Romania According to the Constitution of Romania of 1991, as revised in 2003, Romanian is the official language of the Republic. Romania mandates the use of Romanian in official government publications, public education and legal contracts. Advertisements as well as other public messages must bear a translation of foreign words, while trade signs and logos shall be written predominantly in Romanian. The Romanian Language Institute (Institutul Limbii Române), established by the Ministry of Education of Romania, promotes Romanian and supports people willing to study the language, working together with the Ministry of Foreign Affairs' Department for Romanians Abroad. Since 2013, the Romanian Language Day is celebrated on every 31 August. In Moldova Romanian is the official language of the Republic of Moldova. The 1991 Declaration of Independence names the official language Romanian. The Constitution of Moldova names the state language of the country Moldovan. In December 2013, a decision of the Constitutional Court of Moldova ruled that the Declaration of Independence takes precedence over the Constitution and the state language should be called Romanian. Scholars agree that Moldovan and Romanian are the same language, with the glottonym "Moldovan" used in certain political contexts. It has been the sole official language since the adoption of the Law on State Language of the Moldavian SSR in 1989. This law mandates the use of Moldovan in all the political, economical, cultural and social spheres, as well as asserting the existence of a "linguistic Moldo-Romanian identity". It is also used in schools, mass media, education and in the colloquial speech and writing. Outside the political arena the language is most often called "Romanian". In the breakaway territory of Transnistria, it is co-official with Ukrainian and Russian. In the 2014 census, out of the 2,804,801 people living in Moldova, 24% (652,394) stated Romanian as their most common language, whereas 56% stated Moldovan. While in the urban centers speakers are split evenly between the two names (with the capital Chișinău showing a strong preference for the name "Romanian", i.e. 3:2), in the countryside hardly a quarter of Romanian/Moldovan speakers indicated Romanian as their native language. Unofficial results of this census first showed a stronger preference for the name Romanian, however the initial reports were later dismissed by the Institute for Statistics, which led to speculations in the media regarding the forgery of the census results. In Serbia Vojvodina The Constitution of the Republic of Serbia determines that in the regions of the Republic of Serbia inhabited by national minorities, their own languages and scripts shall be officially used as well, in the manner established by law. The Statute of the Autonomous Province of Vojvodina determines that, together with the Serbian language and the Cyrillic script, and the Latin script as stipulated by the law, the Croat, Hungarian, Slovak, Romanian and Rusyn languages and their scripts, as well as languages and scripts of other nationalities, shall simultaneously be officially used in the work of the bodies of the Autonomous Province of Vojvodina, in the manner established by the law. The bodies of the Autonomous Province of Vojvodina are: the Assembly, the Executive Council and the provincial administrative bodies. The Romanian language and script are officially used in eight municipalities: Alibunar, Bela Crkva (), Žitište (Zitiște), Zrenjanin (Zrenianin), Kovačica (Kovăcița), Kovin (Cuvin), Plandište (Plandiște) and Sečanj. In the municipality of Vršac (Vârșeț), Romanian is official only in the villages of Vojvodinci (Voivodinț), Markovac (Marcovăț), Straža (Straja), Mali Žam (Jamu Mic), Malo Središte (Srediștea Mică), Mesić (Mesici), Jablanka, Sočica (Sălcița), Ritiševo (Râtișor), Orešac (Oreșaț) and Kuštilj (Coștei). In the 2002 Census, the last carried out in Serbia, 1.5% of Vojvodinians stated Romanian as their native language. Timok Valley The Vlachs of Serbia are considered to speak Romanian as well. Regional language status in Ukraine In parts of Ukraine where Romanians constitute a significant share of the local population (districts in Chernivtsi, Odessa and Zakarpattia oblasts) Romanian is taught in schools as a primary language and there are Romanian-language newspapers, TV, and radio broadcasting. The University of Chernivtsi in western Ukraine trains teachers for Romanian schools in the fields of Romanian philology, mathematics and physics. In Hertsa Raion of Ukraine as well as in other villages of Chernivtsi Oblast and Zakarpattia Oblast, Romanian has been declared a "regional language" alongside Ukrainian as per the 2012 legislation on languages in Ukraine. In other countries and organizations Romanian is an official or administrative language in various communities and organisations, such as the Latin Union and the European Union. Romanian is also one of the five languages in which religious services are performed in the autonomous monastic state of Mount Athos, spoken in the monk communities of Prodromos and Lakkoskiti. In the unrecognised state of Transnistria, Moldovan is one of the official languages. However, unlike all other dialects of Romanian, this variety of Moldovan is written in Cyrillic Script. As a second and foreign language Romanian is taught in some areas that have Romanian minority communities, such as Vojvodina in Serbia, Bulgaria, Ukraine and Hungary. The Romanian Cultural Institute (ICR) has since 1992 organised summer courses in Romanian for language teachers. There are also non-Romanians who study Romanian as a foreign language, for example the Nicolae Bălcescu High-school in Gyula, Hungary. Romanian is taught as a foreign language in tertiary institutions, mostly in European countries such as Germany, France and Italy, and the Netherlands, as well as in the United States. Overall, it is taught as a foreign language in 43 countries around the world. Popular culture Romanian has become popular in other countries through movies and songs performed in the Romanian language. Examples of Romanian acts that had a great success in non-Romanophone countries are the bands O-Zone (with their No. 1 single Dragostea Din Tei/Numa Numa across the world in 2003–2004), Akcent (popular in the Netherlands, Poland and other European countries), Activ (successful in some Eastern European countries), DJ Project (popular as clubbing music) SunStroke Project (known by viral video "Epic sax guy") and Alexandra Stan (worldwide no.1 hit with "Mr. Saxobeat)" and Inna as well as high-rated movies like 4 Months, 3 Weeks and 2 Days, The Death of Mr. Lazarescu, 12:08 East of Bucharest or California Dreamin' (all of them with awards at the Cannes Film Festival). Also some artists wrote songs dedicated to the Romanian language. The multi-platinum pop trio O-Zone (originally from Moldova) released a song called "Nu mă las de limba noastră" ("I won't forsake our language"). The final verse of this song, Eu nu mă las de limba noastră, de limba noastră cea română is translated in English as "I won't forsake our language, our Romanian language". Also, the Moldovan musicians Doina and Ion Aldea Teodorovici performed a song called "The Romanian language". Dialects Romanian encompasses four varieties: (Daco-)Romanian, Aromanian, Megleno-Romanian, and Istro-Romanian with Daco-Romanian being the standard variety. The origin of the term "Daco-Romanian" can be traced back to the first printed book of Romanian grammar in 1780, by Samuil Micu and Gheorghe Șincai. There, the Romanian dialect spoken north of the Danube is called lingua Daco-Romana to emphasize its origin and its area of use, which includes the former Roman province of Dacia, although it is spoken also south of the Danube, in Dobrudja, Central Serbia and northern Bulgaria. This article deals with the Romanian (i.e. Daco-Romanian) language, and thus only its dialectal variations are discussed here. The differences between the regional varieties are small, limited to regular phonetic changes, few grammar aspects, and lexical particularities. There is a single written standard (literary) Romanian language used by all speakers, regardless of region. Like most natural languages, Romanian dialects are part of a dialect continuum. The dialects of Romanian are also referred to as sub-dialects and are distinguished primarily by phonetic differences. Romanians themselves speak of the differences as accents or speeches (in Romanian: accent or grai). Depending on the criteria used for classifying these dialects, fewer or more are found, ranging from 2 to 20, although the most widespread approaches give a number of five dialects. These are grouped into two main types, southern and northern, further divided as follows: The southern type has only one member: the Wallachian dialect, spoken in the southern part of Romania, in the historical regions of Muntenia, Oltenia and the southern part of Northern Dobruja, but also extending in the southern parts of Transylvania. The northern type consists of several dialects: the Moldavian dialect, spoken in the historical region of Moldavia, now split among Romania, the Republic of Moldova, and Ukraine (Bukovina and Bessarabia), as well as northern part of Northern Dobruja; the Banat dialect, spoken in the historical region of Banat, including parts of Serbia; a group of finely divided and transition-like Transylvanian varieties, among which two are most often distinguished, those of Crișana and Maramureș. Over the last century, however, regional accents have been weakened due to mass communication and greater mobility. Some argots and speech forms have also arisen from the Romanian language. Examples are the Gumuțeasca, spoken in Mărgău, and the Totoiana, an inverted "version" of Romanian spoken in Totoi. Classification Romance language Romanian is a Romance language, belonging to the Italic branch of the Indo-European language family, having much in common with languages such as Italian, Spanish, French and Portuguese. However, the languages closest to Romanian are the other Balkan Romance languages, spoken south of the Danube: Aromanian, Megleno-Romanian and Istro-Romanian. An alternative name for Romanian used by linguists to disambiguate with the other Balkan Romance languages is "Daco-Romanian", referring to the area where it is spoken (which corresponds roughly to the onetime Roman province of Dacia). Compared with the other Romance languages, the closest relative of Romanian is Italian. Romanian has had a greater share of foreign influence than some other Romance languages such as Italian in terms of vocabulary and other aspects. A study conducted by Mario Pei in 1949 which analyzed the degree of differentiation of languages from their parental language (in the case of Romance languages to Latin comparing phonology, inflection, discourse, syntax, vocabulary, and intonation) produced the following percentages (the higher the percentage, the greater the distance from Latin): Sardinian: 8% Italian: 12% Spanish: 20% Romanian: 23.5% Occitan: 25% Portuguese: 31% French: 44% The lexical similarity of Romanian with Italian has been estimated at 77%, followed by French at 75%, Sardinian 74%, Catalan 73%, Portuguese and Rhaeto-Romance 72%, Spanish 71%. The Romanian vocabulary became predominantly influenced by French and, to a lesser extent, Italian in the nineteenth and early twentieth centuries. Balkan language area The Dacian language was an Indo-European language spoken by the ancient Dacians, mostly north of the Danube river but also in Moesia and other regions south of the Danube. It may have been the first language to influence the Latin spoken in Dacia, but little is known about it. Dacian is usually considered to have been a northern branch of the Thracian language, and, like Thracian, Dacian was a satem language. About 300 words found only in Romanian or with a cognate in the Albanian language may be inherited from Dacian (for example: barză "stork", balaur "dragon", mal "shore", brânză "cheese"). Some of these possibly Dacian words are related to pastoral life (for example, brânză "cheese"). Some linguists and historians have asserted that Albanians are Dacians who were not Romanized and migrated southward. A different view, which belongs to the "immigrationist theory", is that these non-Latin words with Albanian cognates are not necessarily Dacian, but rather were brought into the territory that is modern Romania by Romance-speaking Aromanian shepherds migrating north from Albania, Serbia, and northern Greece who became the Romanian people. While most of Romanian grammar and morphology are based on Latin, there are some features that are shared only with other languages of the Balkans and not found in other Romance languages. The shared features of Romanian and the other languages of the Balkan language area (Bulgarian, Macedonian, Albanian, Greek, and Serbo-Croatian) include a suffixed definite article, the syncretism of genitive and dative case and the formation of the future and the alternation of infinitive with subjunctive constructions. According to a well-established scholarly theory, most Balkanisms could be traced back to the development of the Balkan Romance languages; these features were adopted by other languages due to language shift. Slavic influence Slavic influence on Romanian is especially noticeable in its vocabulary, with words of Slavic origin constituting about 10–15% of modern Romanian lexicon, and with further influences in its phonetics, morphology and syntax. The greater part of its Slavic vocabulary comes from Old Church Slavonic, which was the official written language of Wallachia and Moldavia from the 14th to the 18th century (although not understood by most people), as well as the liturgical language of the Romanian Orthodox Church. As a result, much Romanian vocabulary dealing with religion, ritual, and hierarchy is Slavic. The number of high-frequency Slavic-derived words is also believed to indicate contact or cohabitation with South Slavic tribes from around the 6th century, though it is disputed where this took place (see Origin of the Romanians). Words borrowed in this way tend to be more vernacular (compare sfârși, "to end", with săvârși, "to commit"). The extent of this borrowing is such that some scholars once mistakenly viewed Romanian as a Slavic language. It has also been argued that Slavic borrowing was a key factor in the development of (î and â) as a separate phoneme. Other influences Even before the 19th century, Romanian came in contact with several other languages. Notable examples of lexical borrowings include: German: cartof < Kartoffel "potato", bere < Bier "beer", șurub < Schraube "screw", turn < Turm "tower", ramă < Rahmen "frame", muștiuc < Mundstück "mouth piece", bormașină < Bohrmaschine "drilling machine", cremșnit < Kremschnitte "cream slice", șvaițer < Schweizer "Swiss cheese", șlep < Schleppkahn "barge", șpriț < Spritzer "wine with soda water", abțibild < Abziehbild "decal picture", șnițel < (Wiener) Schnitzel "a battered cutlet", șmecher < Schmecker "taster (not interested in buying)", șuncă < dialectal Schunke (Schinken) "ham", punct < Punkt "point", maistru < Meister "master", rundă < Runde "round". Furthermore, during the Habsburg and, later on, Austrian rule of Banat, Transylvania, and Bukovina, a large number of words were borrowed from Austrian High German, in particular in fields such as the military, administration, social welfare, economy, etc. Subsequently, German terms have been taken out of science and technics, like: șină < Schiene "rail", știft < Stift "peg", liță < Litze "braid", șindrilă < Schindel "shingle", ștanță < Stanze "punch", șaibă < Scheibe "washer", ștangă < Stange "crossbar", țiglă < Ziegel "tile", șmirghel < Schmirgelpapier "emery paper"; Greek: folos < ófelos "use", buzunar < buzunára "pocket", proaspăt < prósfatos "fresh", cutie < cution "box", portocale < portokalia "oranges". While Latin borrowed words of Greek origin, Romanian obtained Greek loanwords on its own. Greek entered Romanian through the apoikiai (colonies) and emporia (trade stations) founded in and around Dobruja, through the presence of Byzantine Empire in north of the Danube, through Bulgarian during Bulgarian Empires that converted Romanians to Orthodox Christianity, and after the Greek Civil War, when thousands of Greeks fled Greece. Hungarian: a cheltui < költeni "to spend", a făgădui < fogadni "to promise", a mântui < menteni "to save", oraș < város "city"; Turkish: papuc < pabuç "slipper", ciorbă < çorba "wholemeal soup, sour soup", bacșiș < bahşiş "tip" (ultimately from Persian baksheesh); Additionally, the Romani language has provided a series of slang words to Romanian such as: mișto "good, beautiful, cool" < mišto, gagică "girlie, girlfriend" < gadji, a hali "to devour" < halo, mandea "yours truly" < mande, a mangli "to pilfer" < manglo. French, Italian, and English loanwords Since the 19th century, many literary or learned words were borrowed from the other Romance languages, especially from French and Italian (for example: birou "desk, office", avion "airplane", exploata "exploit"). It was estimated that about 38% of words in Romanian are of French and/or Italian origin (in many cases both languages); and adding this to Romanian's native stock, about 75%–85% of Romanian words can be traced to Latin. The use of these Romanianized French and Italian learned loans has tended to increase at the expense of Slavic loanwords, many of which have become rare or fallen out of use. As second or third languages, French and Italian themselves are better known in Romania than in Romania's neighbors. Along with the switch to the Latin alphabet in Moldova, the re-latinization of the vocabulary has tended to reinforce the Latin character of the language. In the process of lexical modernization, much of the native Latin stock have acquired doublets from other Romance languages, thus forming a further and more modern and literary lexical layer. Typically, the native word is a noun and the learned loan is an adjective. Some examples of doublets: In the 20th century, an increasing number of English words have been borrowed (such as: gem < jam; interviu < interview; meci < match; manager < manager; fotbal < football; sandviș < sandwich; bișniță < business; chec < cake; veceu < WC; tramvai < tramway). These words are assigned grammatical gender in Romanian and handled according to Romanian rules; thus "the manager" is managerul. Some borrowings, for example in the computer field, appear to have awkward (perhaps contrived and ludicrous) 'Romanisation,' such as cookie-uri which is the plural of the Internet term cookie. Lexis A statistical analysis sorting Romanian words by etymological source carried out by Macrea (1961) based on the DLRM (49,649 words) showed the following makeup: 43% recent Romance loans (mainly French: 38.42%, Latin: 2.39%, Italian: 1.72%) 20% inherited Latin 11.5% Slavic (Old Church Slavonic: 7.98%, Bulgarian: 1.78%, Bulgarian-Serbian: 1.51%) 8.31% Unknown/unclear origin 3.62% Turkish 2.40% Modern Greek 2.17% Hungarian 1.77% German (including Austrian High German) 2.24% Onomatopoeic If the analysis is restricted to a core vocabulary of 2,500 frequent, semantically rich and productive words, then the Latin inheritance comes first, followed by Romance and classical Latin neologisms, whereas the Slavic borrowings come third. Romanian has a lexical similarity of 77% with Italian, 75% with French, 74% with Sardinian, 73% with Catalan, 72% with Portuguese and Rheto-Romance, 71% with Spanish. Although they are rarely used nowadays, the Romanian calendar used to have the traditional Romanian month names, unique to the language. The longest word in Romanian is , with 44 letters, but the longest one admitted by the Dicționarul explicativ al limbii române ("Explanatory Dictionary of the Romanian Language", DEX) is , with 25 letters. Grammar Romanian nouns are characterized by gender (feminine, masculine, and neuter), and declined by number (singular and plural) and case (nominative/accusative, dative/genitive and vocative). The articles, as well as most adjectives and pronouns, agree in gender, number and case with the noun they modify. Romanian is the only Romance language where definite articles are enclitic: that is, attached to the end of the noun (as in Scandinavian, Bulgarian and Albanian), instead of in front (proclitic). They were formed, as in other Romance languages, from the Latin demonstrative pronouns. As in all Romance languages, Romanian verbs are highly inflected for person, number, tense, mood, and voice. The usual word order in sentences is subject–verb–object (SVO). Romanian has four verbal conjugations which further split into ten conjugation patterns. Verbs can be put in five moods that are inflected for the person (indicative, conditional/optative, imperative, subjunctive, and presumptive) and four impersonal moods (infinitive, gerund, supine, and participle). Phonology Romanian has seven vowels: , , , , , and . Additionally, and may appear in some borrowed words. Arguably, the diphthongs and are also part of the phoneme set. There are twenty-two consonants. The two approximants and can appear before or after any vowel, creating a large number of glide-vowel sequences which are, strictly speaking, not diphthongs. In final positions after consonants, a short can be deleted, surfacing only as the palatalization of the preceding consonant (e.g., ). Similarly, a deleted may prompt labialization of a preceding consonant, though this has ceased to carry any morphological meaning. Phonetic changes Owing to its isolation from the other Romance languages, the phonetic evolution of Romanian was quite different, but the language does share a few changes with Italian, such as → (Lat. clarus → Rom. chiar, Ital. chiaro, Lat. clamare → Rom. chemare, Ital. chiamare) and → (Lat. *glacia (glacies) → Rom. gheață, Ital. ghiaccia, ghiaccio, Lat. *ungla (ungula) → Rom. unghie, Ital. unghia), although this did not go as far as it did in Italian with other similar clusters (Rom. place, Ital. piace); another similarity with Italian is the change from or to or (Lat. pax, pacem → Rom. and Ital. pace, Lat. dulcem → Rom. dulce, Ital. dolce, Lat. circus → Rom. cerc, Ital. circo) and or to or (Lat. gelu → Rom. ger, Ital. gelo, Lat. marginem → Rom. and Ital. margine, Lat. gemere → Rom. geme (gemere), Ital. gemere). There are also a few changes shared with Dalmatian, such as (probably phonetically ) → (Lat. cognatus → Rom. cumnat, Dalm. comnut) and → in some situations (Lat. coxa → Rom. coapsă, Dalm. copsa). Among the notable phonetic changes are: diphthongization of e and o → ea and oa, before ă (or e as well, in the case of o) in the next syllable: Lat. cera → Rom. ceară (wax) Lat. sole → Rom. soare (sun) iotation → in the beginning of the word Lat. herba → Rom. iarbă (grass, herb) velar → labial before alveolar consonants and (e.g. ngu → mb): Lat. octo → Rom. opt (eight) Lat. lingua → Rom. limbă (tongue, language) Lat. signum → Rom. semn (sign) Lat. coxa → Rom. coapsă (thigh) rhotacism → between vowels Lat. caelum → Rom. cer (sky) Alveolars assibilated to when before short or long Lat. deus → Rom. zeu (god) Lat. tenem → Rom. ține (hold) Romanian has entirely lost Latin (qu), turning it either into (Lat. quattuor → Rom. patru, "four"; cf. It. quattro) or (Lat. quando → Rom. când, "when"; Lat. quale → Rom. care, "which"). In fact, in modern re-borrowings, while isolated cases of /kw/ exist, as in cuaternar "quaternary", it usually takes the German-like form /kv/, as in acvatic, "aquatic". Notably, it also failed to develop the palatalised sounds and , which exist at least historically in all other major Romance languages, and even in neighbouring non-Romance languages such as Serbian and Hungarian. However, the other Eastern Romance languages kept these sounds, so it's likely old Romanian had them as well. Writing system The first written record about a Romance language spoken in the Middle Ages in the Balkans is from 587. A Vlach muleteer accompanying the Byzantine army noticed that the load was falling from one of the animals and shouted to a companion Torna, torna frate (meaning "Return, return brother!"). Theophanes Confessor recorded it as part of a 6th-century military expedition by Comentiolus and Priscus against the Avars and Slovenes. The oldest surviving written text in Romanian is a letter from late June 1521, in which Neacșu of Câmpulung wrote to the mayor of Brașov about an imminent attack of the Turks. It was written using the Cyrillic alphabet, like most early Romanian writings. The earliest surviving writing in Latin script was a late 16th-century Transylvanian text which was written with the Hungarian alphabet conventions. In the 18th century, Transylvanian scholars noted the Latin origin of Romanian and adapted the Latin alphabet to the Romanian language, using some orthographic rules from Italian, recognized as Romanian's closest relative. The Cyrillic alphabet remained in (gradually decreasing) use until 1860, when Romanian writing was first officially regulated. In the Soviet Republic of Moldova, the Russian-derived Moldovan Cyrillic alphabet was used until 1989, when the Romanian Latin alphabet was introduced; in the breakaway territory of Transnistria the Cyrillic alphabet remains in use. Romanian alphabet The Romanian alphabet is as follows: {|class="center wikitable" style="border-collapse:collapse" |- !colspan="31"| Capital letters |- | A | Ă | Â | B | C | D | E | F | G | H | I | Î | J | K | L | M | N | O | P | Q | R | S | Ș | T | Ț | U | V | W | X | Y | Z |- !colspan="31"| Lower case letters |- | a | ă | â | b | c | d | e | f | g | h | i | î | j | k | l | m | n | o | p | q | r | s | ș | t | ț | u | v | w | x | y | z |- !colspan="31"| Phonemes |- | | | | | , | | ,, | | , | ,mute | ,, | | | | | | | , | | | | | | | | , | | ,, | | , | |} K, Q, W and Y, not part of the native alphabet, were officially introduced in the Romanian alphabet in 1982 and are mostly used to write loanwords like kilogram, quasar, watt, and yoga. The Romanian alphabet is based on the Latin script with five additional letters , , , , . Formerly, there were as many as 12 additional letters, but some of them were abolished in subsequent reforms. Also, until the early 20th century, a breve marker was used, which survives only in ă. Today the Romanian alphabet is largely phonemic. However, the letters â and î both represent the same close central unrounded vowel . Â is used only inside words; î is used at the beginning or the end of non-compound words and in the middle of compound words. Another exception from a completely phonetic writing system is the fact that vowels and their respective semivowels are not distinguished in writing. In dictionaries the distinction is marked by separating the entry word into syllables for words containing a hiatus. Stressed vowels also are not marked in writing, except very rarely in cases where by misplacing the stress a word might change its meaning and if the meaning is not obvious from the context. For example, trei copíi means "three children" while trei cópii means "three copies". Pronunciation h is not silent like in other Romance languages such as Spanish, Italian, Portuguese, Catalan and French, but represents the phoneme , except in the digraphs ch /k/ and gh /g/ (see below) j represents , as in French, Catalan or Portuguese (the sound spelled with s in the English words "vision, pleasure, treasure"). There are two letters with a comma below, Ș and Ț, which represent the sounds and . However, the allographs with a cedilla instead of a comma, Ş and Ţ, became widespread when pre-Unicode and early Unicode character sets did not include the standard form. A final orthographical i after a consonant often represents the palatalization of the consonant (e.g., lup "wolf" vs. lupi "wolves") – it is not pronounced like Italian lupi (which also means "wolves"), and is an example of the Slavic influence on Romanian . ă represents the schwa, . î and â both represent the sound . In rapid speech (for example in the name of the country) the â sound may sound similar to a casual listener to the short schwa sound ă (in fact, Aromanian does merge the two, writing them ã) but careful speakers will distinguish the sound. The nearest equivalent is the vowel in the last syllable of the word roses for some English speakers. It is also roughly equivalent to European Portuguese , the Polish y or the Russian ы. The letter e generally represents the mid front unrounded vowel , somewhat like in the English word set. However, the letter e is pronounced as ([j] sounds like 'y' in 'you') when it is the first letter of any form of the verb a fi "to be", or of a personal pronoun, for instance este "is" and el "he". This addition of the semivowel does not occur in more recent loans and their derivatives, such as eră "era", electric "electric" etc. Some words (such as iepure "hare", formerly spelled epure) are now written with the initial i to indicate the semivowel. x represents either the phoneme sequence as in expresie = expression, or as in exemplu = example, as in English. As in Italian, the letters c and g represent the affricates and before i and e, and and elsewhere. When and are followed by vowels and (or their corresponding semivowels or the final ) the digraphs ch and gh are used instead of c and g, as shown in the table below. Unlike Italian, however, Romanian uses ce- and ge- to write and before a central vowel instead of ci- and gi-. Punctuation and capitalization Uses of punctuation peculiar to Romanian are: The quotation marks use the Polish format in the format „quote «inside» quote”, that is, „. . .” for a normal quotation, and double angle symbols for a quotation inside a quotation. Proper quotations which span multiple paragraphs do not start each paragraph with the quotation marks; one single pair of quotation marks is always used, regardless of how many paragraphs are quoted. Dialogues are identified with quotation dashes. The Oxford comma before "and" is considered incorrect ("red, yellow and blue" is the proper format). Punctuation signs which follow a text in parentheses always follow the final bracket. In titles, only the first letter of the first word is capitalized, the rest of the title using sentence capitalization (with all its rules: proper names are capitalized as usual, etc.). Names of months and days are not capitalized (ianuarie "January", joi "Thursday"). Adjectives derived from proper names are not capitalized (Germania "Germany", but german "German"). Academy spelling recommendations In 1993, new spelling rules were proposed by the Romanian Academy. In 2000, the Moldovan Academy recommended adopting the same spelling rules, and in 2010 the Academy launched a schedule for the transition to the new rules that was intended to be completed by publications in 2011. On 17 October 2016, Minister of Education Corina Fusu signed Order No. 872, adopting the revised spelling rules as recommended by the Moldovan Academy of Sciences, coming into force on the day of signing (due to be completed within two school years). From this day, the spelling as used by institutions subordinated to the ministry of education is in line with the Romanian Academy's 1993 recommendation. This order, however, has no application to other government institutions and neither has Law 3462 of 1989 (which provided for the means of transliterating of Cyrillic to Latin) been amended to reflect these changes; thus, these institutions, along with most Moldovans, prefer to use the spelling adopted in 1989 (when the language with Latin script became official). Examples of Romanian text All human beings are born free and equal in dignity and rights. They are endowed with reason and conscience and should act towards one another in a spirit of brotherhood. (Universal Declaration of Human Rights) The sentence in contemporary Romanian. Words inherited directly from Latin are highlighted: Toate ființele umane se nasc libere și egale în demnitate și în drepturi. Ele sunt înzestrate cu rațiune și conștiință și trebuie să se comporte unele față de altele în spiritul fraternității. The same sentence, with French and Italian loanwords highlighted instead: Toate ființele umane se nasc libere și egale în demnitate și în drepturi. Ele sunt înzestrate cu rațiune și conștiință și trebuie să se comporte unele față de altele în spiritul fraternității. The sentence rewritten to exclude French and Italian loanwords. Slavic loanwords are highlighted: Toate ființele omenești se nasc slobode și deopotrivă în destoinicie și în drepturi. Ele sunt înzestrate cu înțelegere și cuget și trebuie să se poarte unele față de altele în duh de frățietate. The sentence rewritten to exclude all loanwords. The meaning is somewhat compromised due to the paucity of native vocabulary: Toate ființele omenești se nasc nesupuse și asemenea în prețuire și în drepturi. Ele sunt înzestrate cu înțelegere și cuget și se cuvine să se poarte unele față de altele după firea frăției. See also Albanian–Romanian linguistic relationship Legacy of the Roman Empire Romanian lexis Romanianization Moldovan language BABEL Speech Corpus Controversy over ethnic and linguistic identity in Moldova Moldova–Romania relations Notes References Bibliography External links SAMPA for Romanian Romanian Reference Grammar, by Dana Cojocaru, University of Bucharest (183 pages) – 4.6 MB – pdf USA Foreign Service Institute (FSI) Romanian basic course Romanian basic lexicon at the Global Lexicostatistical Database Languages of Austria Languages of Hungary Languages of Kazakhstan Languages of Moldova Languages of Romania Languages of Russia Languages of Serbia Languages of Transnistria Languages of Ukraine Languages of Vojvodina Articles containing video clips
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This article is about the demographic features of the population of Romania, including population density, ethnicity, education level, health of the populace, economic status, religious affiliations, and other aspects of the population. About 88.9% of the people of Romania are ethnic Romanians, whose language, Romanian, is a Balkan Romance language, descended from Latin with some German, French, English, Greek, Slavic, and Hungarian borrowings. Romanians are by far the most numerous group of speakers of a Balkan Romance language today. It has been said that they constitute "an island of Latinity" in Eastern Europe, surrounded on all sides either by Slavic peoples or by the Hungarians. The Hungarian minority in Romania constitutes the country's largest minority, 6.1 per cent of the population. Population Romania's population has declined steadily in recent years, from 21.83 million in 2002 to 19.95 million in 2014. Among the causes of population decline are high mortality, a low fertility rate after 1989, and tremendous emigration. In 1990, Romania's population was estimated to be 23.21 million inhabitants. For the entire period 1990–2006, the estimated population loss tops 1.5 million, but it is likely to be higher, given the explosion of migration for work after 2001 and the tendency of some migrants to settle permanently in the countries where they live. Population evolution Sources give varied estimates for Romania's historical population. The National Institute for Research and Development in Informatics (NIRDI) gives the following numbers (the figure for 2020 was provided by the National Institute of Statistics - INSSE): Ethnic groups Slightly more than 10% of the population of Romania is formed of minorities of Romania. The principal minorities are Hungarians and Roma, although other smaller ethnic groups exist too. Before World War II, minorities represented more than 28% of the total population. During the war that percentage was halved, largely by the loss of the border areas of Bessarabia and northern Bukovina (to the former Soviet Union, now Moldova and Ukraine) and southern Dobrudja (to Bulgaria). Two-thirds of the ethnic German population either left or were deported after World War II, a period that was followed by decades of relatively regular (by communist standards) migration. During the interwar period in Romania, the total number of ethnic Germans amounted to as much as 786,000 (according to some sources and estimates dating to 1939), a figure which had subsequently fallen to circa 36,000 as of 2011 in contemporary Romania. One of the reasons for which the number of Germans in Romania fell is because after the Romanian Revolution there has been a mass migration of Transylvania Saxons to Germany, in what was referred by British daily newspaper Guardian to as 'the most astonishing, and little reported, ethnic migration in modern Europe'. Of a total population of three quarter million Jews before World War II, about a third were killed during the Holocaust. Mass emigration, mostly to Israel and United States, has reduced the surviving Jewish community to less than 6,000 in 2002 (it is estimated that the real numbers could be 3-4 times higher). Hungarians (Magyars; see Hungarians in Romania, especially in Harghita, Covasna, and Mureș counties) and Romani (Roma; see Romani people in Romania) are the principal minorities, with a declining German population (Banat Swabians in Timiș; Transylvanian Saxons in Sibiu, Brașov and elsewhere), and smaller numbers of Czechs, Slovaks, Serbs, Croats, and Banat Bulgarians (in Banat), Ukrainians (especially in Maramureș and Bukovina), Greeks of Romania (especially in Brăila and Constanța), Turks and Tatars (mainly in Constanța), Armenians, Russians (Lipovans, Old Believers in Tulcea), Jews and others. Since the Romanian Revolution of 1989, Bucharest and other cities have again become increasingly cosmopolitan, including identifiable presences from outside the EU (Chinese, Turks, Moldovans, Syrians, Iraqis, Africans) as well as from the EU (French, Italians, Germans, British, Greeks). In Romania, there are also guest workers from countries such as Vietnam and Nepal. Minority populations are greatest in Transylvania and the Banat, areas in the north and west of the country, which were part of the Kingdom of Hungary (after 1867 the Austria-Hungary) until the end of World War I. Even before the union with Romania, ethnic Romanians comprised the overall majority in Transylvania. However, ethnic Hungarians and Germans were the dominant urban population until relatively recently, while Hungarians still constitute the majority in Harghita and Covasna counties. Romani people constitute one of Romania's largest minorities. According to the 2011 Romanian census, they number 621,573 people or 3.08% of the total population, being the second-largest ethnic minority in Romania after Hungarians, with significant populations in Mureș (8.9%) and Călărași (7,47%) counties. There are different estimates about the size of the total population of people with Romani ancestry in Romania because a lot of people of Romani descent do not declare themselves Romani. The number of Romani people is usually underestimated in official statistics and may represent 5–11% of Romania's population. After Hungarians and Romani, Ukrainians of Romania are the third-largest minority. According to the 2011 Romanian census they number 51,703 people, making up 0.3% of the total population. Ukrainians mainly live in northern Romania, in areas close to the Ukrainian border. Over 60% of all Romanian Ukrainians live in Maramureș County (where they make up 6.77% of the population). Origins Vital statistics Total Fertility Rate from 1850 to 1899 The total fertility rate is the number of children born per woman. It is based on fairly good data for the entire period. Sources: Our World In Data and Gapminder Foundation. Before WWI Between WWI and WWII After WWII Main sources: Source: National Institute of Statistics Note: The 2011 Romanian Census gave a figure of 20,121,641. Current vital statistics The current vital statistics of Romania are as follows: Life expectancy 1950–2015 Average life expectancy at age 0 of the total population. Birth rates by counties Romania has 41 counties and one city with a special status, namely Bucharest. Ilfov County has the highest crude birth rate (12.0‰), while Vâlcea County has the lowest crude birth rate (6.6‰). Birth rates are generally higher in rural areas compared to urban areas. Largest urban agglomerations 1. Bucharest 2. Iași 3. Cluj-Napoca 4. Timișoara 5. Constanța 6. Craiova 7. Brașov 8. Galați Demographics statistics Demographic statistics according to the World Population Review in 2019. One birth every 3 minutes One death every 2 minutes Net loss of one person every 5 minutes One net migrant every 19 minutes The following demographic statistics are from the CIA World Factbook, unless otherwise indicated. Population 19,265,662 (December 2020 est.) Median age total: 41.6 years. Country comparison to the world: 38th male: 40.2 years female: 43 years (2018 est.) Birth rate 8.7 births/1,000 population (2018 est.) Country comparison to the world: 211st Death rate 12 deaths/1,000 population (2018 est.) Country comparison to the world: 17th Total fertility rate 1.71 children born/woman (2017) Country comparison to the world: 154th Net migration rate -0.2 migrant(s)/1,000 population (2018 est.) Country comparison to the world: 113rd -0.13 migrant(s)/1,000 population (2006 est.) Mother's mean age at first birth 26.7 years (2014 est.) Population growth rate -0.35% (2018 est.) Country comparison to the world: 219th -0.127% (2007 estimate). Urban-rural ratio Romania is one of the least urbanised countries in Europe. Just a slight majority, 56.4 percent, lives in urban areas (12,546,212 people in total). The remainder, 43.6 percent, lives in rural areas (9,695,506 people in total). urban population: 54% of total population (2018) rate of urbanization: -0.38% annual rate of change (2015–20 est.) Sex ratio at birth:1.06 male(s)/female under 15 years:1.05 male(s)/female 15–64 years:0.99 male(s)/female 65 years and over:0.71 male(s)/female total population:0.95 male(s)/female (2008 est.) Infant mortality rate 9.2 deaths/1,000 live births (May 2010); down from 17.3 deaths/1,000 live births in 2002. Life expectancy at birth total population: 75.6 years (2018 est.) Country comparison to the world: 106th male: 72.1 years (2018 est.) female: 79.2 years (2018 est.) Total population: 75 years male: 71.4 years female: 78.8 years (2015 est.) Literacy definition: age 15 and over can read and write (2015 est.) total population: 98.8% male: 99.1% female: 98.5% (2015 est.) School life expectancy (primary to tertiary education) total: 14 years male: 14 years female: 15 years (2016) Unemployment, youth ages 15-24 total: 20.6%. Country comparison to the world: 62nd male: 19.9% female: 21.8% (2016 est.) Nationality The noun form is Romanian(s), and the adjectival form is Romanian. Age structure 0-14 years: 14.31% (male 1,576,621 /female 1,493,082) 15-24 years: 10.45% (male 1,151,312 /female 1,091,956) 25-54 years: 46.11% (male 5,010,272 /female 4,883,090) 55-64 years: 12.37% (male 1,244,669 /female 1,409,854) 65 years and over: 16.76% (male 1,454,320 /female 2,141,940) (2018 est.) The following demographic statistics are from National Institute of Statistic on 1 July 2016. 0-14 years: 14.7% (male 1,678,542/female 1,586,709) 15–64 years: 69.5% (male 7,744,863/female 7,687,078) 65 years and over: 15.8% (male 1,420,144/female 2,097,659) (2016 est.) As a consequence of the pro-natalist policies of the Nicolae Ceaușescu regime (see Decree 770), Romania has a higher proportion of people born in the late 1960s and 1970s its population than any other Western country except Slovenia. The generations born in 1967 and 1968 were the largest, although fertility remained relatively high until 1990. 8.55% of the Romanian population was born in the period from 1976 to 1980, compared with 6.82% of Americans and 6.33% of Britons. Age structure by ethnicity Population by ethnicity based on age groups, according to the 2011 census: Immigration Foreign-born population (according to Eurostat): Religion Romanian Orthodox — 86.7% Roman Catholic — 4.7% Protestant Churches (Calvin, Lutheran, Unitarian, Pentecostal, Baptist, Adventist) — 5.3% Greek Catholic - Uniate — 0.9% Islam — 0.3% Atheist — ≈0.04% (9,271 people) No religion — 0.1% Other religions — 2.0% Refused to declare — 0.1% Religious affiliation tends to follow ethnic lines, with most ethnic Romanians identifying with the Romanian Orthodox Church. The Greek Catholic or Uniate church, reunified with the Orthodox Church by fiat in 1948, was restored after the 1989 revolution. The 2002 census indicates that 0.9% of the population is Greek Catholic, as opposed to about 10% prior to 1948. Roman Catholics, largely ethnic Hungarians and Germans, constitute 4.7% of the population; Calvinists, Baptists (see Baptist Union of Romania and Convention of the Hungarian Baptist Churches of Romania), Pentecostals, and Lutherans make up another 5%. There are smaller numbers of Unitarians, Muslims, and other religions. See also Ageing of Europe Population exchange between Bulgaria and Romania Immigration to Romania Notes References External links United Nations Statistics - Romania Romanian National Statistic Institute (site is in Romanian language, PDF files are in Romanian and English) Population density map
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Robert Musil (; 6 November 1880 – 15 April 1942) was an Austrian philosophical writer. His unfinished novel, The Man Without Qualities (), is generally considered to be one of the most important and influential modernist novels. Family Musil was born in Klagenfurt, Carinthia, the son of engineer Alfred Edler von Musil (1846, Timișoara – 1924) and his wife Hermine Bergauer (1853, Linz – 1924). The orientalist Alois Musil ("The Czech Lawrence") was his second cousin. Soon after his birth, the family moved to Chomutov in Bohemia, and in 1891 Musil's father was appointed to the chair of Mechanical Engineering at the German Technical University in Brno and, later, he was raised to hereditary nobility in the Austro-Hungarian Empire. He was baptized Robert Mathias Musil and his name was officially Robert Mathias Edler von Musil from 22 October 1917, when his father was ennobled (made Edler), until 3 April 1919, when the use of noble titles was forbidden in Austria. Early life Musil was short in stature, but strong and skilled at wrestling, and by his early teens, he proved to be more than his parents could handle. They sent him to a military boarding school at Eisenstadt (1892–1894) and then Hranice (1894–1897). The school experiences are reflected in his first novel Die Verwirrungen des Zöglings Törless (The Confusions of Young Törless). Youth and studies After graduation Musil studied at a military academy in Vienna during the fall of 1897, but then switched to mechanical engineering, joining his father's department at the Technical University in Brno. During his university studies, he studied engineering by day, and at night, read literature and philosophy and went to the theatre and art exhibitions. Friedrich Nietzsche, Fyodor Dostoyevsky, Ralph Waldo Emerson, and Ernst Mach were particular interests of his university years. Musil finished his studies in three years and, in 1902–1903, served as an unpaid assistant to Professor of Mechanical Engineering , in Stuttgart. During that time, he began work on Young Törless. He also invented , the Musil color top, a motorised device for producing mixed colours by additive colour-mixing with two differently colored, sectored, rotating discs. This was an improvement over earlier models, allowing a user to vary the proportions of the two colors during rotation and to read off those proportions precisely. Musil's sexual life around the turn of the century, according to his own records, was mainly with a prostitute, which he treated partly as an experimental self-experience. But he also was infatuated with the pianist and mountaineer Valerie Hilpert, who assumed mystical features. In March 1902, Musil underwent treatment for syphilis with mercurial ointment. During this time, his several years of relationship began with Hermine Dietz, the 'Tonka' of his own novel, published in 1923. Hermine's syphilitic miscarriage in 1906 and her death in 1907 may have been due to infection from Musil. Musil grew tired of engineering and what he perceived as the limited world-view of the engineer. He launched a new round of doctoral studies (1903–1908) in psychology and philosophy at the University of Berlin under Professor Carl Stumpf. In 1905, Musil met his future wife, Martha Marcovaldi (née Heimann, 21 January 1874 – 6 November 1949). She had been widowed and remarried, with two children, and was seven years older than Musil. His first novel, Alumnus Törless, was published in 1906. Author In 1909, Musil completed his doctorate and Professor Alexius Meinong offered him a position at the University of Graz, which he turned down to concentrate on writing of novels. Over the next two years, he wrote and published two stories, ("The Temptation of Quiet Veronica" and "The Perfecting of a Love") collected in Vereinigungen (Unions) published in 1911. During the same year, Martha's divorce was completed, and Musil married her. As she was Jewish and Musil Roman Catholic, they both converted to Protestantism as a sign of their union. Until then, Musil had been supported by his family, but he now found employment first as a librarian in the Technical University of Vienna and then in an editorial role with the Berlin literary journal Die neue Rundschau. He also worked on a play entitled Die Schwärmer (The Enthusiasts), which was published in 1921. When World War I began, Musil joined the army and was stationed first in Tirol and then at Austria's Supreme Army Command in Bolzano. In 1916, Musil visited Prague and met Franz Kafka, whose work he held in high esteem. After the end of the war and the collapse of the Austro-Hungarian Empire, Musil returned to his literary career in Vienna. He published a collection of short stories, Drei Frauen (Three Women), in 1924. He also admired the Bohemian poet Rainer Maria Rilke, whom Musil called "great and not always understood" at his memorial service in 1927 in Berlin. According to Musil, Rilke "did nothing but perfect the German poem for the first time", but by the time of his death, Rilke had turned into "a delicate, well-matured liqueur suitable for grown-up ladies". However, his work is "too demanding" to be "considered relaxing". In 1930 and 1933, his masterpiece, The Man Without Qualities (Der Mann ohne Eigenschaften) was published in two volumes consisting of three parts, from Berlin, running into 1,074 pages. Volume 1 (Part I: A Sort of Introduction, and Part II: The Like of It Now Happens) and 605-page unfinished Volume 2 (Part III: Into the Millennium (The Criminals)). Part III did not include 20 chapters withdrawn from Volume 2 of 1933 in printer's galley proofs. The novel deals with the moral and intellectual decline of the Austro-Hungarian Empire through the eyes of the book's protagonist, Ulrich, an ex-mathematician who has failed to engage with the world around him in a manner that would allow him to possess qualities. It is set in Vienna on the eve of World War I. The Man Without Qualities brought Musil only mediocre commercial success. Although he was nominated for the Nobel Prize in Literature, he felt that he did not receive the recognition he deserved. He sometimes expressed annoyance at the success of better known colleagues such as Thomas Mann or Hermann Broch, who admired his work deeply and tried to shield him from economic difficulties and encouraged his writing even though Musil initially, was critical of Mann. In the early 1920s, Musil lived mostly in Berlin. In Vienna, Musil was a frequent visitor to Eugenie Schwarzwald's salon (the model for Diotima in The Man Without Qualities). In 1932, the Robert Musil Society was founded in Berlin on the initiative of Mann. In the same year, Mann was asked to name outstanding contemporary novels, and he cited only one, The Man Without Qualities. In 1936, Musil suffered his first stroke. Thought The fundamental problem Musil confronts in his essays and fiction is the crisis of Enlightenment values that engulfed Europe during the early twentieth century. He endorses the Enlightenment project of emancipation, while at the same time, examining its shortcomings with a questioning irony. Musil believed that the crisis required a renewal in social and individual values that, accepting science and reason, could liberate humanity in beneficent ways. Musil wrote:After the Enlightenment most of us lost courage. A minor failure was enough to turn us away from reason, and we allowed every barren enthusiast to inveigh against the intentions of a d'Alembert or a Diderot as mere rationalism. We beat the drums for feeling against intellect and forgot that without intellect... feeling is as dense as a blockhead (dick wie ein Mops ist). He took aim at the ideological chaos and misleading generalizations about culture and society promoted by nationalist reactionaries. Musil wrote a withering critique of Oswald Spengler entitled, "Mind and Experience: Notes for Readers Who Have Escaped the Decline of the West (Geist und Erfahrung: Anmerkung für Leser, welche dem Untergang des Abendlandes entronnen sind)", in which he dismantles the latter's misunderstanding of science and misuse of axiomatic thinking to try to understand human complexity and promote a deterministic philosophy. He deplored the social conditions under the Austro-Hungarian Empire and foresaw its disappearance. Surveying the upheavals of the 1910s and 1920s, Musil hoped that Europe could find an internationalist solution to the "dead end of imperial nationalism." In 1927, he signed a declaration of support for the Austrian Social Democratic Party. Musil was a staunch individualist who opposed the authoritarianism of both right and left. A recurring theme in his speeches and essays through the 1930s is the defense of the autonomy of the individual against the authoritarian and collectivist concepts then prevailing in Germany, Italy, Austria, and Russia. He participated in the anti-fascist International Writers' Congress for the Defense of Culture in 1935 in which he spoke in favor of artistic independence against the claims of the state, class, nation, and religion. Later life The last years of Musil's life were dominated by Nazism and World War II: the Nazis banned his books. He saw early Nazism first-hand while he was living in Berlin from 1931 to 1933. In 1938, when Austria was annexed by Nazi Germany, Musil and his Jewish wife, Martha, left for exile in Switzerland, where he died at the age of 61. Martha wrote to Franz Theodor Csokor that he had suffered a stroke. Only eight people attended his cremation. Martha cast his ashes into the woods of Mont Salève. From 1933 to his death, Musil was working on Part III of The Man Without Qualities. In 1943 in Lausanne, Martha published a 462-page collection of material from his literary remains, including the 20 galley chapters withdrawn from Part III before Volume 2 appeared in 1933, as well as drafts of the final incomplete chapters and notes on the development and direction of the novel. She died in Rome in 1949. Legacy After his death, Musil's work was almost forgotten. His writings began to reappear during the early 1950s. The first translation of The Man Without Qualities in English was published by Ernst Kaiser and Eithne Wilkins in 1953, 1954, and 1960. An updated translation by Sophie Wilkins and Burton Pike, containing extensive selections from unpublished drafts, appeared in 1995. Musil's work has received more attention since that time, including the philosophical aspects of his novels. According to Milan Kundera, "No novelist is dearer to me." One of the most important philosophy journals, The Monist, published a special issue on The Philosophy of Robert Musil in 2014, edited by Bence Nanay. Timeline 1880 November 6, Robert Musil born in Klagenfurt. Mother Hermine, father engineer Alfred Musil. 1881–1882 The Musils move to Chomutov in Bohemia. 1882–1891 The Musils move to Steyr (Austria). Robert attends the elementary school and the first grade of the gymnasium. 1891–1892 Move to Brno. Attends the Realschule. 1892–1894 Attends the military boarding school in Eisenstadt. 1894–1897 Attends the military Militär-Oberrealschule in Hranice (present-day in the Czech Republic) during his working with artillery Musil discovers his interest in technique. 1897 Attends the in Vienna. 1898–1901 Quit officer training and starts studies at the Technical University in Brno. His father had been a professor there since 1890. First literary attempt and first diary notations. 1901 doctoral examinations. 1901–1902 Musil enlists in the infantry regiment of Freiherr von Hess Nr. 49 in Brno. 1902–1903 Move to Stuttgart to work at the University. Works on his first novel, Die Verwirrungen des Zöglings Törless 1903–1908 Takes up studies in philosophy; his majors are "logic and experimental psychology". 1905 In his diaries he makes the first notes that develop into Der Mann ohne Eigenschaften. 1906 Die Verwirrungen des Zöglings Torless is published. Developed an apparatus to research colour experience in people. 1908 Beiträge zur Beurteilung der Lehren Machs is the title of his doctoral thesis. Declines an offer to upgrade his last military rank to an equal civilian rank in favour of writing. 1908–1910 Works in Berlin as an editor for the magazine Pan and on his Vereinigungen and Die Schwärmer. 1911–1914 Librarian at the Technical University of Vienna. 1911 on 15 April Musil marries Martha Marcovaldi. Vereinigungen is published. 1912–1914 Editor for several literary magazines, including Neue Rundschau. 1914–1918 During World War I, Musil is officer at the Italian front. Decorated several times. 1916–1917 July–April: publishes the "Soldaten-Zeitung". 1917 On 22 October, Alfred Musil was hereditary ennobled as Alfred Edler von Musil, making Robert Musil also a member of the nobility until it was abolished less than two years later. 1918 Takes up writing again. 1919–1920 Works for the Information Service of the Austrian foreign department in Vienna. 1920 April–June: lives in Berlin. Meets Ernst Rowohlt, who will become his publisher in 1923. 1920–1922 Adviser for army matters in Vienna. 1921–1931 Works as theatre critic, essayist, and writer in Vienna. Works on Der Mann ohne Eigenschaften. 1921 The play Die Schwärmer is published. 1923–1929 Is vice-president of Schutzverbandes deutscher Schriftsteller in Östereich. Meets Hugo von Hofmannsthal, who is president of the foundation. 1923 Awarded the Kleist Prize for Die Schwärmer. On 4 December Vinzenz und die Freundin bedeutender Männer is premièred in Berlin. 1924 on 24 January his mother died and on 1 October his father died. Awarded the art prize of the city of Vienna. Drei Frauen is published. 1927 Delivers a speech following the death the previous year of Rainer Maria Rilke in Berlin. 1929 4 April première of Die Schwärmer. Over Musil's objections, the play is shortened and, according to him, incomprehensible. In the autumn awarded the Gerhart Hauptmann award. 1930 The first two parts of Der Mann ohne Eigenschaften are published. In spite of critical support, Musil's financial situation is precarious. 1931–1933 Lives and works in Berlin. 1932 Foundation of a Musil-Gesellschaft by Kurt Glaser in Berlin. The foundation aims to provide Musil with the means necessary to continue working on his novel. At the end of the year the third part of Der Mann ohne Eigenschaften is published. 1933 in May Musil leaves Berlin with his wife, Martha. Via Karlovy Vary and Potštejn in Czechoslovakia they reach Vienna. 1934–1938 After the dismantling of the Berlin Musil-Gesellschaft, a new one is founded in Vienna. 1935 Lecture for the Internationalen Schriftstellerkongress für die Verteidigung der Kultur in Paris. 1936 Publishes his collection of thoughts, observations, and stories Nachlass zu Lebzeiten. Suffers a stroke. 1937 on 11 March invited by the Werkbund lecture "On stupidity" in Vienna 1938 Via northern Italy Musil and his wife flee to Zürich. Two days after their arrival, on 4 September, they have tea at Thomas Mann's home in Küsnacht. 1939 In July moves to Geneva. Musil continues to work on his novel and grows lonelier with exile. Thanks to the Zürich vicar Robert Lejeune, Musil receives some financial support, including from the American couple, Henry Hall and Barbara Church. In Germany and Austria Der Mann ohne Eigenschaften and Nachlaß zu Lebzeiten are banned. All his works are banned in 1941. 1942 April 15, Musil dies in Geneva. 1943 Martha Musil publishes the unfinished remains of Der Mann ohne Eigenschaften. 1952–1957 Adolf Frisé publishes the complete works of Robert Musil at Rowohlt. Bibliography Die Verwirrungen des Zöglings Törleß (1906). The Confusions of Young Törless, novel Vereinigungen (1911). A collection of two short stories: "The Temptation of Quiet Veronica" and "The Perfecting of Love" Unions: Two Stories, translated with an introduction by Genese Grill (New York: Contra Mundum Press: 2019) Intimate Ties: Two Novellas, trans. Peter Wortsman (Archipelago, 2019) Die Schwärmer (1921). The Enthusiasts, play Vinzenz und die Freundin bedeutender Männer (1924). Vinzenz and the Girlfriend of Important Men, play Drei Frauen (1924). Three Women, a collection of three novellas "Grigia", "The Portuguese Lady", and "Tonka" Nachlaß zu Lebzeiten (1936). Posthumous Papers of a Living Author, trans. Peter Wortsman (Eridanos Press, 1988) A collection of short prose pieces. Über die Dummheit (1937). About Stupidity, lecture Der Mann ohne Eigenschaften (1930, 1933, 1943). The Man Without Qualities Thought Flights, translated with an introduction by Genese Grill (New York: Contra Mundum Press, 2015) Agathe, or the Forgotten Sister, trans. Joel Agee (New York Review Books, 2019). Theater Symptoms: Plays & Writings on Drama, translated with an introduction & preface by Genese Grill (New York: Contra Mundum Press, 2020) In popular culture Die Verwirrungen des Zöglings Törleß was later made into the movie Der junge Törless (1966). References Further reading Genese Grill, "The World as Metaphor in Robert Musil's 'The Man without Qualities': Possibility as Reality" (Rochester, NY: Camden House, 2012). Stefan Jonsson, Subject Without Nation: Robert Musil and the History of Modern Identity (Durham and London: Duke University Press, 2000). Patrizia C. McBride, The Void of Ethics: Robert Musil and the Experience of Modernity. Evanston, Ill.: Northwestern University Press, 2006. Philip Payne, Graham Bartram and Galin Tihanov (eds), A Companion to the Works of Robert Musil (Rochester, NY: Camden House, 2007). B. Pike, Robert Musil: An Introduction to His Work, Kennikat Press, 1961, reissued 1972. Thomas Sebastian, The Intersection of Science And Literature in Musil's 'The Man Without''' (Rochester, NY: Camden House. 2005). Gabriela Stoicea, "Moosbrugger and the Case for Responsibility in Robert Musil’s Der Mann ohne Eigenschaften." The German Quarterly'', vol. 91, no. 1, 2018, pp. 49-66. External links Comprehensive site in Dutch and English by J. van Beers The website of the Robert Musil Literature Museum "Exhuming Robert Musil: A Fresh Look at The Man Without Qualities" by Ted Gioia (Great Books Guide) 1880 births 1942 deaths 20th-century Austrian dramatists and playwrights 20th-century Austrian male writers 20th-century Austrian novelists 20th-century short story writers Austrian male dramatists and playwrights Austrian male novelists Austrian people of Czech descent Austrian people of German Bohemian descent Austrian people of Hungarian descent Austrian Protestants Austro-Hungarian military personnel of World War I Burials at Cimetière des Rois Converts to Protestantism from Roman Catholicism Edlers of Austria Exilliteratur writers Humboldt University of Berlin alumni Kleist Prize winners Modernist writers Writers from Klagenfurt
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A resistor is a passive two-terminal electrical component that implements electrical resistance as a circuit element. In electronic circuits, resistors are used to reduce current flow, adjust signal levels, to divide voltages, bias active elements, and terminate transmission lines, among other uses. High-power resistors that can dissipate many watts of electrical power as heat may be used as part of motor controls, in power distribution systems, or as test loads for generators. Fixed resistors have resistances that only change slightly with temperature, time or operating voltage. Variable resistors can be used to adjust circuit elements (such as a volume control or a lamp dimmer), or as sensing devices for heat, light, humidity, force, or chemical activity. Resistors are common elements of electrical networks and electronic circuits and are ubiquitous in electronic equipment. Practical resistors as discrete components can be composed of various compounds and forms. Resistors are also implemented within integrated circuits. The electrical function of a resistor is specified by its resistance: common commercial resistors are manufactured over a range of more than nine orders of magnitude. The nominal value of the resistance falls within the manufacturing tolerance, indicated on the component. Electronic symbols and notation Two typical schematic diagram symbols are as follows: The notation to state a resistor's value in a circuit diagram varies. One common scheme is the RKM code following IEC 60062. It avoids using a decimal separator and replaces the decimal separator with a letter loosely associated with SI prefixes corresponding with the part's resistance. For example, 8K2 as part marking code, in a circuit diagram or in a bill of materials (BOM) indicates a resistor value of 8.2 kΩ. Additional zeros imply a tighter tolerance, for example 15M0 for three significant digits. When the value can be expressed without the need for a prefix (that is, multiplicator 1), an "R" is used instead of the decimal separator. For example, 1R2 indicates 1.2 Ω, and 18R indicates 18 Ω. Theory of operation Ohm's law The behaviour of an ideal resistor is described by Ohm's law: Ohm's law states that the voltage () across a resistor is proportional to the current () passing through it, where the constant of proportionality is the resistance (). For example, if a 300 ohm resistor is attached across the terminals of a 12 volt battery, then a current of 12 / 300 = 0.04 amperes flows through that resistor. In practice, resistors deviate from the ideal behavior given by Ohm's law. For example, they have inductance and capacitance, which affect the relation between voltage and current in alternating current circuits. The ohm (symbol: Ω) is the SI unit of electrical resistance, named after Georg Simon Ohm. An ohm is equivalent to a volt per ampere. Since resistors are specified and manufactured over a very large range of values, the derived units of milliohm (1 mΩ = 10−3 Ω), kilohm (1 kΩ = 103 Ω), and megohm (1 MΩ = 106 Ω) are also in common usage. Series and parallel resistors The total resistance of resistors connected in series is the sum of their individual resistance values. The total resistance of resistors connected in parallel is the reciprocal of the sum of the reciprocals of the individual resistors. For example, a 10 ohm resistor connected in parallel with a 5 ohm resistor and a 15 ohm resistor produces ohms of resistance, or = 2.727 ohms. A resistor network that is a combination of parallel and series connections can be broken up into smaller parts that are either one or the other. Some complex networks of resistors cannot be resolved in this manner, requiring more sophisticated circuit analysis. Generally, the Y-Δ transform, or matrix methods can be used to solve such problems. Power dissipation At any instant, the power P (watts) consumed by a resistor of resistance R (ohms) is calculated as: where V (volts) is the voltage across the resistor and I (amps) is the current flowing through it. Using Ohm's law, the two other forms can be derived. This power is converted into heat which must be dissipated by the resistor's package before its temperature rises excessively. Resistors are rated according to their maximum power dissipation. Discrete resistors in solid-state electronic systems are typically rated as , , or watt. They usually absorb much less than a watt of electrical power and require little attention to their power rating. Resistors required to dissipate substantial amounts of power, particularly used in power supplies, power conversion circuits, and power amplifiers, are generally referred to as power resistors; this designation is loosely applied to resistors with power ratings of 1 watt or greater. Power resistors are physically larger and may not use the preferred values, color codes, and external packages described below. If the average power dissipated by a resistor is more than its power rating, damage to the resistor may occur, permanently altering its resistance; this is distinct from the reversible change in resistance due to its temperature coefficient when it warms. Excessive power dissipation may raise the temperature of the resistor to a point where it can burn the circuit board or adjacent components, or even cause a fire. There are flameproof resistors that fail (open circuit) before they overheat dangerously. Since poor air circulation, high altitude, or high operating temperatures may occur, resistors may be specified with higher rated dissipation than is experienced in service. All resistors have a maximum voltage rating; this may limit the power dissipation for higher resistance values. For instance, among watt resistors (a very common sort of leaded resistor) one is listed with a resistance of 100 MΩ and a maximum rated voltage of 750 V. However even placing 750 V across a 100 MΩ resistor continuously would only result in a power dissipation of less than 6 mW, making the nominal watt rating meaningless. Nonideal properties Practical resistors have a series inductance and a small parallel capacitance; these specifications can be important in high-frequency applications. In a low-noise amplifier or pre-amp, the noise characteristics of a resistor may be an issue. The temperature coefficient of the resistance may also be of concern in some precision applications. The unwanted inductance, excess noise, and temperature coefficient are mainly dependent on the technology used in manufacturing the resistor. They are not normally specified individually for a particular family of resistors manufactured using a particular technology. A family of discrete resistors is also characterized according to its form factor, that is, the size of the device and the position of its leads (or terminals) which is relevant in the practical manufacturing of circuits using them. Practical resistors are also specified as having a maximum power rating which must exceed the anticipated power dissipation of that resistor in a particular circuit: this is mainly of concern in power electronics applications. Resistors with higher power ratings are physically larger and may require heat sinks. In a high-voltage circuit, attention must sometimes be paid to the rated maximum working voltage of the resistor. While there is no minimum working voltage for a given resistor, failure to account for a resistor's maximum rating may cause the resistor to incinerate when current is run through it. Fixed resistors Lead arrangements Through-hole components typically have "leads" (pronounced ) leaving the body "axially", that is, on a line parallel with the part's longest axis. Others have leads coming off their body "radially" instead. Other components may be SMT (surface mount technology), while high power resistors may have one of their leads designed into the heat sink. Carbon composition Carbon composition resistors (CCR) consist of a solid cylindrical resistive element with embedded wire leads or metal end caps to which the lead wires are attached. The body of the resistor is protected with paint or plastic. Early 20th-century carbon composition resistors had uninsulated bodies; the lead wires were wrapped around the ends of the resistance element rod and soldered. The completed resistor was painted for color-coding of its value. The resistive element is made from a mixture of finely powdered carbon and an insulating material, usually ceramic. A resin holds the mixture together. The resistance is determined by the ratio of the fill material (the powdered ceramic) to the carbon. Higher concentrations of carbon, which is a good conductor, result in lower resistance. Carbon composition resistors were commonly used in the 1960s and earlier, but are not popular for general use now as other types have better specifications, such as tolerance, voltage dependence, and stress. Carbon composition resistors change value when stressed with over-voltages. Moreover, if internal moisture content, from exposure for some length of time to a humid environment, is significant, soldering heat creates a non-reversible change in resistance value. Carbon composition resistors have poor stability with time and were consequently factory sorted to, at best, only 5% tolerance. These resistors are non-inductive, which provides benefits when used in voltage pulse reduction and surge protection applications. Carbon composition resistors have higher capability to withstand overload relative to the component's size. Carbon composition resistors are still available, but relatively expensive. Values ranged from fractions of an ohm to 22 megohms. Due to their high price, these resistors are no longer used in most applications. However, they are used in power supplies and welding controls. They are also in demand for repair of vintage electronic equipment where authenticity is a factor. Carbon pile A carbon pile resistor is made of a stack of carbon disks compressed between two metal contact plates. Adjusting the clamping pressure changes the resistance between the plates. These resistors are used when an adjustable load is required, for example in testing automotive batteries or radio transmitters. A carbon pile resistor can also be used as a speed control for small motors in household appliances (sewing machines, hand-held mixers) with ratings up to a few hundred watts. A carbon pile resistor can be incorporated in automatic voltage regulators for generators, where the carbon pile controls the field current to maintain relatively constant voltage. The principle is also applied in the carbon microphone. Carbon film A carbon film is deposited on an insulating substrate, and a helix is cut in it to create a long, narrow resistive path. Varying shapes, coupled with the resistivity of amorphous carbon (ranging from 500 to 800 μΩ m), can provide a wide range of resistance values. Compared to carbon composition they feature low noise, because of the precise distribution of the pure graphite without binding. Carbon film resistors feature a power rating range of 0.125 W to 5 W at 70 °C. Resistances available range from 1 ohm to 10 megaohm. The carbon film resistor has an operating temperature range of −55 °C to 155 °C. It has 200 to 600 volts maximum working voltage range. Special carbon film resistors are used in applications requiring high pulse stability. Printed carbon resistors Carbon composition resistors can be printed directly onto printed circuit board (PCB) substrates as part of the PCB manufacturing process. Although this technique is more common on hybrid PCB modules, it can also be used on standard fibreglass PCBs. Tolerances are typically quite large, and can be in the order of 30%. A typical application would be non-critical pull-up resistors. Thick and thin film Thick film resistors became popular during the 1970s, and most SMD (surface mount device) resistors today are of this type. The resistive element of thick films is 1000 times thicker than thin films, but the principal difference is how the film is applied to the cylinder (axial resistors) or the surface (SMD resistors). Thin film resistors are made by sputtering (a method of vacuum deposition) the resistive material onto an insulating substrate. The film is then etched in a similar manner to the old (subtractive) process for making printed circuit boards; that is, the surface is coated with a photo-sensitive material, then covered by a pattern film, irradiated with ultraviolet light, and then the exposed photo-sensitive coating is developed, and underlying thin film is etched away. Thick film resistors are manufactured using screen and stencil printing processes. Because the time during which the sputtering is performed can be controlled, the thickness of the thin film can be accurately controlled. The type of material is also usually different consisting of one or more ceramic (cermet) conductors such as tantalum nitride (TaN), ruthenium oxide (), lead oxide (PbO), bismuth ruthenate (), nickel chromium (NiCr), or bismuth iridate (). The resistance of both thin and thick film resistors after manufacture is not highly accurate; they are usually trimmed to an accurate value by abrasive or laser trimming. Thin film resistors are usually specified with tolerances of 1% and 5%, and with temperature coefficients of 5 to 50 ppm/K. They also have much lower noise levels, on the level of 10–100 times less than thick film resistors. Thick film resistors may use the same conductive ceramics, but they are mixed with sintered (powdered) glass and a carrier liquid so that the composite can be screen-printed. This composite of glass and conductive ceramic (cermet) material is then fused (baked) in an oven at about 850 °C. Thick film resistors, when first manufactured, had tolerances of 5%, but standard tolerances have improved to 2% or 1% in the last few decades. Temperature coefficients of thick film resistors are high, typically ±200 or ±250 ppm/K; a 40-kelvin (70 °F) temperature change can change the resistance by 1%. Thin film resistors are usually far more expensive than thick film resistors. For example, SMD thin film resistors, with 0.5% tolerances and with 25 ppm/K temperature coefficients, when bought in full size reel quantities, are about twice the cost of 1%, 250 ppm/K thick film resistors. Metal film A common type of axial-leaded resistor today is the metal-film resistor. Metal Electrode Leadless Face (MELF) resistors often use the same technology. Metal film resistors are usually coated with nickel chromium (NiCr), but might be coated with any of the cermet materials listed above for thin film resistors. Unlike thin film resistors, the material may be applied using different techniques than sputtering (though this is one of the techniques). Also, unlike thin-film resistors, the resistance value is determined by cutting a helix through the coating rather than by etching. (This is similar to the way carbon resistors are made.) The result is a reasonable tolerance (0.5%, 1%, or 2%) and a temperature coefficient that is generally between 50 and 100 ppm/K. Metal film resistors possess good noise characteristics and low non-linearity due to a low voltage coefficient. Also beneficial are their tight tolerance, low temperature coefficient and long-term stability. Metal oxide film Metal-oxide film resistors are made of metal oxides which results in a higher operating temperature and greater stability and reliability than metal film. They are used in applications with high endurance demands. Wire wound Wirewound resistors are commonly made by winding a metal wire, usually nichrome, around a ceramic, plastic, or fiberglass core. The ends of the wire are soldered or welded to two caps or rings, attached to the ends of the core. The assembly is protected with a layer of paint, molded plastic, or an enamel coating baked at high temperature. These resistors are designed to withstand unusually high temperatures of up to 450 °C. Wire leads in low power wirewound resistors are usually between 0.6 and 0.8 mm in diameter and tinned for ease of soldering. For higher power wirewound resistors, either a ceramic outer case or an aluminum outer case on top of an insulating layer is used – if the outer case is ceramic, such resistors are sometimes described as "cement" resistors, though they do not actually contain any traditional cement. The aluminum-cased types are designed to be attached to a heat sink to dissipate the heat; the rated power is dependent on being used with a suitable heat sink, e.g., a 50 W power rated resistor overheats at a fraction of the power dissipation if not used with a heat sink. Large wirewound resistors may be rated for 1,000 watts or more. Because wirewound resistors are coils they have more undesirable inductance than other types of resistor, although winding the wire in sections with alternately reversed direction can minimize inductance. Other techniques employ bifilar winding, or a flat thin former (to reduce cross-section area of the coil). For the most demanding circuits, resistors with Ayrton–Perry winding are used. Applications of wirewound resistors are similar to those of composition resistors with the exception of the high frequency. The high frequency response of wirewound resistors is substantially worse than that of a composition resistor. Foil resistor In 1960, Felix Zandman and Sidney J. Stein presented a development of resistor film of very high stability. The primary resistance element of a foil resistor is a chromium nickel alloy foil several micrometers thick. Chromium nickel alloys are characterized by having a large electrical resistance (about 58 times that of copper), a small temperature coefficient and high resistance to oxidation. Examples are Chromel A and Nichrome V, whose typical composition is 80 Ni and 20 Cr, with a melting point of 1420 °C. When iron is added, the chromium nickel alloy becomes more ductile. The Nichrome and Chromel C are examples of an alloy containing iron. The composition typical of Nichrome is 60 Ni, 12 Cr, 26 Fe, 2 Mn and Chromel C, 64 Ni, 11 Cr, Fe 25. The melting temperature of these alloys are 1350 °C and 1390 °C, respectively. Since their introduction in the 1960s, foil resistors have had the best precision and stability of any resistor available. One of the important parameters of stability is the temperature coefficient of resistance (TCR). The TCR of foil resistors is extremely low, and has been further improved over the years. One range of ultra-precision foil resistors offers a TCR of 0.14 ppm/°C, tolerance ±0.005%, long-term stability (1 year) 25 ppm, (3 years) 50 ppm (further improved 5-fold by hermetic sealing), stability under load (2000 hours) 0.03%, thermal EMF 0.1 μV/°C, noise −42 dB, voltage coefficient 0.1 ppm/V, inductance 0.08 μH, capacitance 0.5 pF. The thermal stability of this type of resistor also has to do with the opposing effects of the metal's electrical resistance increasing with temperature, and being reduced by thermal expansion leading to an increase in thickness of the foil, whose other dimensions are constrained by a ceramic substrate. Ammeter shunts An ammeter shunt is a special type of current-sensing resistor, having four terminals and a value in milliohms or even micro-ohms. Current-measuring instruments, by themselves, can usually accept only limited currents. To measure high currents, the current passes through the shunt across which the voltage drop is measured and interpreted as current. A typical shunt consists of two solid metal blocks, sometimes brass, mounted on an insulating base. Between the blocks, and soldered or brazed to them, are one or more strips of low temperature coefficient of resistance (TCR) manganin alloy. Large bolts threaded into the blocks make the current connections, while much smaller screws provide volt meter connections. Shunts are rated by full-scale current, and often have a voltage drop of 50 mV at rated current. Such meters are adapted to the shunt full current rating by using an appropriately marked dial face; no change need to be made to the other parts of the meter. Grid resistor In heavy-duty industrial high-current applications, a grid resistor is a large convection-cooled lattice of stamped metal alloy strips connected in rows between two electrodes. Such industrial grade resistors can be as large as a refrigerator; some designs can handle over 500 amperes of current, with a range of resistances extending lower than 0.04 ohms. They are used in applications such as dynamic braking and load banking for locomotives and trams, neutral grounding for industrial AC distribution, control loads for cranes and heavy equipment, load testing of generators and harmonic filtering for electric substations. The term grid resistor is sometimes used to describe a resistor of any type connected to the control grid of a vacuum tube. This is not a resistor technology; it is an electronic circuit topology. Special varieties Cermet Phenolic Tantalum Water resistor Variable resistors Adjustable resistors A resistor may have one or more fixed tapping points so that the resistance can be changed by moving the connecting wires to different terminals. Some wirewound power resistors have a tapping point that can slide along the resistance element, allowing a larger or smaller part of the resistance to be used. Where continuous adjustment of the resistance value during operation of equipment is required, the sliding resistance tap can be connected to a knob accessible to an operator. Such a device is called a rheostat and has two terminals. Potentiometers A potentiometer (colloquially, pot) is a three-terminal resistor with a continuously adjustable tapping point controlled by rotation of a shaft or knob or by a linear slider. The name potentiometer comes from its function as an adjustable voltage divider to provide a variable potential at the terminal connected to the tapping point. Volume control in an audio device is a common application of a potentiometer. A typical low power potentiometer (see drawing) is constructed of a flat resistance element (B) of carbon composition, metal film, or conductive plastic, with a springy phosphor bronze wiper contact (C) which moves along the surface. An alternate construction is resistance wire wound on a form, with the wiper sliding axially along the coil. These have lower resolution, since as the wiper moves the resistance changes in steps equal to the resistance of a single turn. High-resolution multiturn potentiometers are used in precision applications. These have wire-wound resistance elements typically wound on a helical mandrel, with the wiper moving on a helical track as the control is turned, making continuous contact with the wire. Some include a conductive-plastic resistance coating over the wire to improve resolution. These typically offer ten turns of their shafts to cover their full range. They are usually set with dials that include a simple turns counter and a graduated dial, and can typically achieve three digit resolution. Electronic analog computers used them in quantity for setting coefficients, and delayed-sweep oscilloscopes of recent decades included one on their panels. Resistance decade boxes A resistance decade box or resistor substitution box is a unit containing resistors of many values, with one or more mechanical switches which allow any one of various discrete resistances offered by the box to be dialed in. Usually the resistance is accurate to high precision, ranging from laboratory/calibration grade accuracy of 20 parts per million, to field grade at 1%. Inexpensive boxes with lesser accuracy are also available. All types offer a convenient way of selecting and quickly changing a resistance in laboratory, experimental and development work without needing to attach resistors one by one, or even stock each value. The range of resistance provided, the maximum resolution, and the accuracy characterize the box. For example, one box offers resistances from 0 to 100 megohms, maximum resolution 0.1 ohm, accuracy 0.1%. Special devices There are various devices whose resistance changes with various quantities. The resistance of NTC thermistors exhibit a strong negative temperature coefficient, making them useful for measuring temperatures. Since their resistance can be large until they are allowed to heat up due to the passage of current, they are also commonly used to prevent excessive current surges when equipment is powered on. Similarly, the resistance of a humistor varies with humidity. One sort of photodetector, the photoresistor, has a resistance which varies with illumination. The strain gauge, invented by Edward E. Simmons and Arthur C. Ruge in 1938, is a type of resistor that changes value with applied strain. A single resistor may be used, or a pair (half bridge), or four resistors connected in a Wheatstone bridge configuration. The strain resistor is bonded with adhesive to an object that is subjected to mechanical strain. With the strain gauge and a filter, amplifier, and analog/digital converter, the strain on an object can be measured. A related but more recent invention uses a Quantum Tunnelling Composite to sense mechanical stress. It passes a current whose magnitude can vary by a factor of 1012 in response to changes in applied pressure. Measurement The value of a resistor can be measured with an ohmmeter, which may be one function of a multimeter. Usually, probes on the ends of test leads connect to the resistor. A simple ohmmeter may apply a voltage from a battery across the unknown resistor (with an internal resistor of a known value in series) producing a current which drives a meter movement. The current, in accordance with Ohm's law, is inversely proportional to the sum of the internal resistance and the resistor being tested, resulting in an analog meter scale which is very non-linear, calibrated from infinity to 0 ohms. A digital multimeter, using active electronics, may instead pass a specified current through the test resistance. The voltage generated across the test resistance in that case is linearly proportional to its resistance, which is measured and displayed. In either case the low-resistance ranges of the meter pass much more current through the test leads than do high-resistance ranges, in order for the voltages present to be at reasonable levels (generally below 10 volts) but still measurable. Measuring low-value resistors, such as fractional-ohm resistors, with acceptable accuracy requires four-terminal connections. One pair of terminals applies a known, calibrated current to the resistor, while the other pair senses the voltage drop across the resistor. Some laboratory quality ohmmeters, especially milliohmmeters, and even some of the better digital multimeters sense using four input terminals for this purpose, which may be used with special test leads. Each of the two so-called Kelvin clips has a pair of jaws insulated from each other. One side of each clip applies the measuring current, while the other connections are only to sense the voltage drop. The resistance is again calculated using Ohm's Law as the measured voltage divided by the applied current. Standards Production resistors Resistor characteristics are quantified and reported using various national standards. In the US, MIL-STD-202 contains the relevant test methods to which other standards refer. There are various standards specifying properties of resistors for use in equipment: IEC 60062 (IEC 62) / DIN 40825 / BS 1852 / IS 8186 / JIS C 5062 etc. (Resistor color code, RKM code, date code) EIA RS-279 / DIN 41429 (Resistor color code) IEC 60063 (IEC 63) / JIS C 5063 (Standard E series values) MIL-PRF-26 MIL-PRF-39007 (Fixed power, established reliability) MIL-PRF-55342 (Surface-mount thick and thin film) MIL-PRF-914 MIL-R-11 Standard Canceled MIL-R-39017 (Fixed, General Purpose, Established Reliability) MIL-PRF-32159 (zero ohm jumpers) UL 1412 (fusing and temperature limited resistors) There are other United States military procurement MIL-R- standards. Resistance standards The primary standard for resistance, the "mercury ohm" was initially defined in 1884 in as a column of mercury 106.3 cm long and in cross-section, at . Difficulties in precisely measuring the physical constants to replicate this standard result in variations of as much as 30 ppm. From 1900 the mercury ohm was replaced with a precision machined plate of manganin. Since 1990 the international resistance standard has been based on the quantized Hall effect discovered by Klaus von Klitzing, for which he won the Nobel Prize in Physics in 1985. Resistors of extremely high precision are manufactured for calibration and laboratory use. They may have four terminals, using one pair to carry an operating current and the other pair to measure the voltage drop; this eliminates errors caused by voltage drops across the lead resistances, because no charge flows through voltage sensing leads. It is important in small value resistors (100–0.0001 ohm) where lead resistance is significant or even comparable with respect to resistance standard value. Resistor marking Axial resistors' cases are usually tan, brown, blue, or green (though other colors are occasionally found as well, such as dark red or dark gray), and display 3–6 colored stripes that indicate resistance (and by extension tolerance), and may be extended to indicate the temperature coefficient and reliability class. The first two stripes represent the first two digits of the resistance in ohms, the third represents a multiplier, and the fourth the tolerance (which if absent, denotes ±20%). For five- and six- striped resistors the third is the third digit, the fourth the multiplier and the fifth is the tolerance; a sixth stripe represents the temperature coefficient. The power rating of the resistor is usually not marked and is deduced from the size. Surface-mount resistors are marked numerically. Early 20th century resistors, essentially uninsulated, were dipped in paint to cover their entire body for color-coding. A second color of paint was applied to one end of the element, and a color dot (or band) in the middle provided the third digit. The rule was "body, tip, dot", providing two significant digits for value and the decimal multiplier, in that sequence. Default tolerance was ±20%. Closer-tolerance resistors had silver (±10%) or gold-colored (±5%) paint on the other end. Preferred values Early resistors were made in more or less arbitrary round numbers; a series might have 100, 125, 150, 200, 300, etc. Resistors as manufactured are subject to a certain percentage tolerance, and it makes sense to manufacture values that correlate with the tolerance, so that the actual value of a resistor overlaps slightly with its neighbors. Wider spacing leaves gaps; narrower spacing increases manufacturing and inventory costs to provide resistors that are more or less interchangeable. A logical scheme is to produce resistors in a range of values which increase in a geometric progression, so that each value is greater than its predecessor by a fixed multiplier or percentage, chosen to match the tolerance of the range. For example, for a tolerance of ±20% it makes sense to have each resistor about 1.5 times its predecessor, covering a decade in 6 values. More precisely, the factor used is 1.4678 ≈ , giving values of 1.47, 2.15, 3.16, 4.64, 6.81, 10 for the 1–10-decade (a decade is a range increasing by a factor of 10; 0.1–1 and 10–100 are other examples); these are rounded in practice to 1.5, 2.2, 3.3, 4.7, 6.8, 10; followed by 15, 22, 33, ... and preceded by ... 0.47, 0.68, 1. This scheme has been adopted as the E6 series of the IEC 60063 preferred number values. There are also E12, E24, E48, E96 and E192 series for components of progressively finer resolution, with 12, 24, 48, 96, and 192 different values within each decade. The actual values used are in the IEC 60063 lists of preferred numbers. A resistor of 100 ohms ±20% would be expected to have a value between 80 and 120 ohms; its E6 neighbors are 68 (54–82) and 150 (120–180) ohms. A sensible spacing, E6 is used for ±20% components; E12 for ±10%; E24 for ±5%; E48 for ±2%, E96 for ±1%; E192 for ±0.5% or better. Resistors are manufactured in values from a few milliohms to about a gigaohm in IEC60063 ranges appropriate for their tolerance. Manufacturers may sort resistors into tolerance-classes based on measurement. Accordingly, a selection of 100 ohms resistors with a tolerance of ±10%, might not lie just around 100 ohm (but no more than 10% off) as one would expect (a bell-curve), but rather be in two groups – either between 5 and 10% too high or 5 to 10% too low (but not closer to 100 ohm than that) because any resistors the factory had measured as being less than 5% off would have been marked and sold as resistors with only ±5% tolerance or better. When designing a circuit, this may become a consideration. This process of sorting parts based on post-production measurement is known as "binning", and can be applied to other components than resistors (such as speed grades for CPUs). Earlier power wirewound resistors, such as brown vitreous-enameled types, however, were made with a different system of preferred values, such as some of those mentioned in the first sentence of this section. SMT resistors Surface mounted resistors of larger sizes (metric 1608 and above) are printed with numerical values in a code related to that used on axial resistors. Standard-tolerance surface-mount technology (SMT) resistors are marked with a three-digit code, in which the first two digits are the first two significant digits of the value and the third digit is the power of ten (the number of zeroes). For example: 334 = 33 × 104 Ω = 330 kΩ 222 = 22 × 102 Ω = 2.2 kΩ 473 = 47 × 103 Ω = 47 kΩ 105 = 10 × 105 Ω = 1 MΩ Resistances less than 100 Ω are written: 100, 220, 470. The final zero represents ten to the power zero, which is 1. For example: 100 = 10 × 100 Ω = 10 Ω 220 = 22 × 100 Ω = 22 Ω Sometimes these values are marked as 10 or 22 to prevent a mistake. Resistances less than 10 Ω have 'R' to indicate the position of the decimal point (radix point). For example: 4R7 = 4.7 Ω R300 = 0.30 Ω 0R22 = 0.22 Ω 0R01 = 0.01 Ω 000 and 0000 sometimes appear as values on surface-mount zero-ohm links, since these have (approximately) zero resistance. More recent surface-mount resistors are too small, physically, to permit practical markings to be applied. Precision resistor markings Many precision resistors, including surface mount and axial-lead types, are marked with a four-digit code. The first three digits are the significant figures and the fourth is the power of ten. For example: 1001 = 100 × 101 Ω = 1.00 kΩ 4992 = 499 × 102 Ω = 49.9 kΩ 1000 = 100 × 100 Ω = 100 Ω Axial-lead precision resistors often use color code bands to represent this four-digit code. EIA-96 marking The EIA-96 marking system is a more compact marking system intended for physically small high-precision resistors. It uses a 2 digit code plus a letter (a total of 3 alphanumeric characters) to indicate 1% resistance values to three significant digits. The 2 digits (from "01" to "96") are a code that indicates one of the 96 "positions" in the standard E96 series of 1% resistor values. The letter is a code that indicates a power of ten multiplier. For example, the marking "01C" represents 10 kOhm; "10C" represents 12.4 kOhm; "96C" represents 97.6 kOhm. Industrial type designation Steps to find out the resistance or capacitance values: First two letters gives the power dissipation capacity. Next three digits gives the resistance value. First two digits are the significant values Third digit is the multiplier. Final digit gives the tolerance. If a resistor is coded: EB1041: power dissipation capacity = 1/2 watts, resistance value = ±10% = between ohms and ohms. CB3932: power dissipation capacity = 1/4 watts, resistance value = ±20% = between and ohms. Electrical and thermal noise In amplifying faint signals, it is often necessary to minimize electronic noise, particularly in the first stage of amplification. As a dissipative element, even an ideal resistor naturally produces a randomly fluctuating voltage, or noise, across its terminals. This Johnson–Nyquist noise is a fundamental noise source which depends only upon the temperature and resistance of the resistor, and is predicted by the fluctuation–dissipation theorem. Using a larger value of resistance produces a larger voltage noise, whereas a smaller value of resistance generates more current noise, at a given temperature. The thermal noise of a practical resistor may also be larger than the theoretical prediction and that increase is typically frequency-dependent. Excess noise of a practical resistor is observed only when current flows through it. This is specified in unit of μV/V/decade – μV of noise per volt applied across the resistor per decade of frequency. The μV/V/decade value is frequently given in dB so that a resistor with a noise index of 0 dB exhibits 1 μV (rms) of excess noise for each volt across the resistor in each frequency decade. Excess noise is thus an example of 1/f noise. Thick-film and carbon composition resistors generate more excess noise than other types at low frequencies. Wire-wound and thin-film resistors are often used for their better noise characteristics. Carbon composition resistors can exhibit a noise index of 0 dB while bulk metal foil resistors may have a noise index of −40 dB, usually making the excess noise of metal foil resistors insignificant. Thin film surface mount resistors typically have lower noise and better thermal stability than thick film surface mount resistors. Excess noise is also size-dependent: in general excess noise is reduced as the physical size of a resistor is increased (or multiple resistors are used in parallel), as the independently fluctuating resistances of smaller components tend to average out. While not an example of "noise" per se, a resistor may act as a thermocouple, producing a small DC voltage differential across it due to the thermoelectric effect if its ends are at different temperatures. This induced DC voltage can degrade the precision of instrumentation amplifiers in particular. Such voltages appear in the junctions of the resistor leads with the circuit board and with the resistor body. Common metal film resistors show such an effect at a magnitude of about 20 μV/°C. Some carbon composition resistors can exhibit thermoelectric offsets as high as 400 μV/°C, whereas specially constructed resistors can reduce this number to 0.05 μV/°C. In applications where the thermoelectric effect may become important, care has to be taken to mount the resistors horizontally to avoid temperature gradients and to mind the air flow over the board. Failure modes The failure rate of resistors in a properly designed circuit is low compared to other electronic components such as semiconductors and electrolytic capacitors. Damage to resistors most often occurs due to overheating when the average power delivered to it greatly exceeds its ability to dissipate heat (specified by the resistor's power rating). This may be due to a fault external to the circuit, but is frequently caused by the failure of another component (such as a transistor that shorts out) in the circuit connected to the resistor. Operating a resistor too close to its power rating can limit the resistor's lifespan or cause a significant change in its resistance. A safe design generally uses overrated resistors in power applications to avoid this danger. Low-power thin-film resistors can be damaged by long-term high-voltage stress, even below maximum specified voltage and below maximum power rating. This is often the case for the startup resistors feeding a switched-mode power supply integrated circuit. When overheated, carbon-film resistors may decrease or increase in resistance. Carbon film and composition resistors can fail (open circuit) if running close to their maximum dissipation. This is also possible but less likely with metal film and wirewound resistors. There can also be failure of resistors due to mechanical stress and adverse environmental factors including humidity. If not enclosed, wirewound resistors can corrode. Surface mount resistors have been known to fail due to the ingress of sulfur into the internal makeup of the resistor. This sulfur chemically reacts with the silver layer to produce non-conductive silver sulfide. The resistor's impedance goes to infinity. Sulfur resistant and anti-corrosive resistors are sold into automotive, industrial, and military applications. ASTM B809 is an industry standard that tests a part's susceptibility to sulfur. An alternative failure mode can be encountered where large value resistors are used (hundreds of kilohms and higher). Resistors are not only specified with a maximum power dissipation, but also for a maximum voltage drop. Exceeding this voltage causes the resistor to degrade slowly reducing in resistance. The voltage dropped across large value resistors can be exceeded before the power dissipation reaches its limiting value. Since the maximum voltage specified for commonly encountered resistors is a few hundred volts, this is a problem only in applications where these voltages are encountered. Variable resistors can also degrade in a different manner, typically involving poor contact between the wiper and the body of the resistance. This may be due to dirt or corrosion and is typically perceived as "crackling" as the contact resistance fluctuates; this is especially noticed as the device is adjusted. This is similar to crackling caused by poor contact in switches, and like switches, potentiometers are to some extent self-cleaning: running the wiper across the resistance may improve the contact. Potentiometers which are seldom adjusted, especially in dirty or harsh environments, are most likely to develop this problem. When self-cleaning of the contact is insufficient, improvement can usually be obtained through the use of contact cleaner (also known as "tuner cleaner") spray. The crackling noise associated with turning the shaft of a dirty potentiometer in an audio circuit (such as the volume control) is greatly accentuated when an undesired DC voltage is present, often indicating the failure of a DC blocking capacitor in the circuit. See also Circuit design Dummy load Electrical impedance High value resistors (electronics) Iron-hydrogen resistor Piezoresistive effect Shot noise Thermistor Trimmer (electronics) References External links 4-terminal resistors – How ultra-precise resistors work Beginner's guide to potentiometers, including description of different tapers Color Coded Resistance Calculator – archived with WayBack Machine Resistor Types – Does It Matter? Standard Resistors & Capacitor Values That Industry Manufactures Ask The Applications Engineer – Difference between types of resistors Resistors and their uses Electrical components Electric heating Resistive components
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Richard Errett Smalley (June 6, 1943 – October 28, 2005) was the Gene and Norman Hackerman Professor of Chemistry and a Professor of Physics and Astronomy at Rice University. In 1996, along with Robert Curl, also a professor of chemistry at Rice, and Harold Kroto, a professor at the University of Sussex, he was awarded the Nobel Prize in Chemistry for the discovery of a new form of carbon, buckminsterfullerene, also known as buckyballs. He was an advocate of nanotechnology and its applications. Early life and education Smalley, the youngest of 4 siblings, was born in Akron, Ohio on June 6, 1943 to Frank Dudley Smalley, Jr., and Esther Virginia Rhoads. He grew up in Kansas City, Missouri. Richard Smalley credits his father, mother and aunt as formative influences in industry, science and chemistry. His father, Frank Dudley Smalley, Jr. worked with mechanical and electrical equipment and eventually became CEO of a trade journal for farm implements called Implement and Tractor. His mother, Esther Rhoads Smalley, completed her B.A. Degree while Richard was a teenager. She was particularly inspired by mathematician Norman N. Royall Jr., who taught Foundations of Physical Science, and communicated her love of science to her son through long conversations and joint activities. Smalley's maternal aunt, pioneering female chemist Sara Jane Rhoads, interested Smalley in the field of chemistry, letting him work in her organic chemistry laboratory, and suggesting that he attend Hope College, which had a strong chemistry program. Smalley attended Hope College for two years before transferring to the University of Michigan where he received his Bachelor of Science in 1965, performing undergraduate research in the laboratory of Raoul Kopelman. Between his studies, he also worked in industry, where he developed his unique managerial style. He received his Ph.D. from Princeton University in 1973 after completing a doctoral dissertation, titled "The lower electronic states of 1,3,5 (sym)-triazine", under the supervision of Elliot R. Bernstein. He did postdoctoral work at the University of Chicago from 1973 to 1976, with Donald Levy and Lennard Wharton where he was a pioneer in the development of supersonic beam laser spectroscopy. Career In 1976, Smalley joined Rice University. In 1982, he was appointed to the Gene and Norman Hackerman Chair in Chemistry at Rice. He helped to found the Rice Quantum Institute in 1979, serving as Chairman from 1986 to 1996. In 1990, he became also a Professor in the Department of Physics. In 1990, he helped to found the Center for Nanoscale Science and Technology. In 1996, he was appointed its Director. He became a member of the National Academy of Sciences in 1990, and the American Academy of Arts and Sciences in 1991. Fullerenes Smalley's research in physical chemistry investigated the formation of inorganic and semiconductor clusters using pulsed molecular beams and time-of-flight mass spectrometry. As a consequence of this expertise, Robert Curl introduced him to Harry Kroto in order to investigate a question about the constituents of astronomical dust. These are carbon-rich grains expelled by old stars such as R Coronae Borealis. The result of this collaboration was the discovery of C60 (known as Buckyballs) and the fullerenes as the third allotropic form of carbon. The research that earned Kroto, Smalley and Curl the Nobel Prize mostly comprised three articles. First was the discovery of C60 in the Nov. 14, 1985, issue of Nature, "C60: Buckminsterfullerene". The second article detailed the discovery of the endohedral fullerenes in "Lanthanum Complexes of Spheroidal Carbon Shells" in the Journal of the American Chemical Society (1985). The third announced the discovery of the fullerenes in "Reactivity of Large Carbon Clusters: Spheroidal Carbon Shells and Their Possible Relevance to the Formation and Morphology of Soot" in the Journal of Physical Chemistry (1986). Although only three people can be cited for a Nobel Prize, graduate students James R. Heath, Yuan Liu, and Sean C. O'Brien participated in the work. Smalley mentioned Heath and O'Brien in his Nobel Lecture. Heath went on to become a professor at the California Institute of Technology (Caltech) and O'Brien joined Texas Instruments and is now at MEMtronics. Yuan Liu is a Senior Staff Scientist at Oak Ridge National Laboratory. This research is significant for the discovery of a new allotrope of carbon known as a fullerene. Other allotropes of carbon include graphite, diamond and graphene. Harry Kroto's 1985 paper entitled "C60: Buckminsterfullerine", published with colleagues J. R. Heath, S. C. O'Brien, R. F. Curl, and R. E. Smalley, was honored by a Citation for Chemical Breakthrough Award from the Division of History of Chemistry of the American Chemical Society, presented to Rice University in 2015. The discovery of fullerenes was recognized in 2010 by the designation of a National Historic Chemical Landmark by the American Chemical Society at the Richard E. Smalley Institute for Nanoscale Science and Technology at Rice University in Houston, Texas. Nanotechnology Following nearly a decade's worth of research into the formation of alternate fullerene compounds (e.g. C28, C70), as well as the synthesis of endohedral metallofullerenes (M@C60), reports of the identification of carbon nanotube structures led Smalley to begin investigating their iron-catalyzed synthesis. As a consequence of this research, Smalley was able to persuade the administration of Rice University, under then-president Malcolm Gillis, to create Rice's Center for Nanoscale Science and Technology (CNST) focusing on any aspect of molecular nanotechnology. It was renamed The Richard E. Smalley Institute for Nanoscale Science and Technology after Smalley's death in 2005, and has since merged with the Rice Quantum Institute, becoming the Smalley-Curl Institute (SCI) in 2015. Smalley's latest research was focused on carbon nanotubes, specifically focusing on the chemical synthesis side of nanotube research. He is well known for his group's invention of the high-pressure carbon monoxide (HiPco) method of producing large batches of high-quality nanotubes. Smalley spun off his work into a company, Carbon Nanotechnologies Inc. and associated nanotechnologies. Dispute on molecular assemblers He was an outspoken skeptic of the idea of molecular assemblers, as advocated by K. Eric Drexler. His main scientific objections, which he termed the "fat fingers problem" and the "sticky fingers problem", argued against the feasibility of molecular assemblers being able to precisely select and place individual atoms. He also believed that Drexler's speculations about apocalyptic dangers of molecular assemblers threatened the public support for development of nanotechnology. He debated Drexler in an exchange of letters which were published in Chemical & Engineering News as a point-counterpoint feature. Advocacy Starting in the late 1990s, Smalley advocated for the need for cheap, clean energy, which he described as the number one problem facing humanity in the 21st century. He described what he called "The Terawatt Challenge", the need to develop a new power source capable of increasing "our energy output by a minimum factor of two, the generally agreed-upon number, certainly by the middle of the century, but preferably well before that." He also presented a list entitled "Top Ten Problems of Humanity for Next 50 Years". It can be interesting to compare his list, in order of priority, to the Ten Threats formulated by the U.N.'s High Level Threat Panel in 2004. Smalley's list, in order of priority, was: Energy Water Food Environment Poverty Terrorism & war Disease Education Democracy Population Smalley regarded several problems as interlinked: the lack of people entering the fields of science and engineering, the need for an alternative to fossil fuels, and the need to address global warming. He felt that improved science education was essential, and strove to encourage young students to consider careers in science. His slogan for this effort was "Be a scientist, save the world." Smalley was a leading advocate of the National Nanotechnology Initiative in 2003. Suffering from hair loss and weakness as a result of his chemotherapy treatments, Smalley testified before the congressional testimonies, arguing for the potential benefits of nanotechnology in the development of targeted cancer therapies. Bill 189, the 21st Century Nanotechnology Research and Development Act, was introduced in the Senate on January 16, 2003 by Senator Ron Wyden, passed the Senate on November 18, 2003, and at the House of Representatives the next day with a 405–19 vote. President George W. Bush signed the act into law on December 3, 2003, as Public Law 108- 153. Smalley was invited to attend. Personal life Smalley was married four times, to Judith Grace Sampieri (1968-1978), Mary L. Chapieski (1980-1994), JoNell M. Chauvin (1997-1998) and Deborah Sheffield (2005), and had two sons, Chad Richard Smalley (born June 8, 1969) and Preston Reed Smalley (born August 8, 1997). In 1999, Smalley was diagnosed with cancer. Smalley died of leukemia, variously reported as non-Hodgkin's lymphoma and chronic lymphocytic leukemia, on October 28, 2005, at M.D. Anderson Cancer Center in Houston, Texas, at the age of 62. Upon Smalley's death, the US Senate passed a resolution to honor Smalley, crediting him as the "Father of Nanotechnology." Religion during final years Smalley, who had taken classes in religion as well as science at Hope College, rediscovered his religious foundation in later life, particularly during his final years while battling cancer. During the final year of his life, Smalley wrote: "Although I suspect I will never fully understand, I now think the answer is very simple: it's true. God did create the universe about 13.7 billion years ago, and of necessity has involved Himself with His creation ever since." At the Tuskegee University's 79th Annual Scholarship Convocation/Parents' Recognition Program he was quoted making the following statement regarding the subject of evolution while urging his audience to take seriously their role as the higher species on this planet. Genesis' was right, and there was a creation, and that Creator is still involved ... We are the only species that can destroy the Earth or take care of it and nurture all that live on this very special planet. I'm urging you to look on these things. For whatever reason, this planet was built specifically for us. Working on this planet is an absolute moral code. ... Let's go out and do what we were put on Earth to do." Old Earth creationist and astronomer Hugh Ross spoke at Smalley's funeral, November 2, 2005. Publications Smalley, R.E. "Supersonic bare metal cluster beams. Final report", Rice University, United States Department of Energy—Office of Energy Research, (Oct. 14, 1997). Smalley, R.E. "Supersonic Bare Metal Cluster Beams. Technical Progress Report, March 16, 1984 - April 1, 1985", Rice University, United States Department of Energy—Office of Basic Energy Sciences, (Jan. 1, 1985). Honors Fellowships Harold W. Dodds Fellow, Princeton University, 1973 Alfred P. Sloan Fellow, 1978–1980 Fellow of the American Physical Society, 1987 Fellow of the American Association for the Advancement of Science, 2003 Awards and prizes Irving Langmuir Prize in Chemical Physics, American Physical Society, 1991 Popular Science Magazine Grand Award in Science & Technology, 1991 APS International Prize for New Materials, 1992 (Joint with R. F. Curl & H. W. Kroto) Ernest O. Lawrence Memorial Award, U.S. Department of Energy, 1992 Welch Award in Chemistry, Robert A. Welch Foundation, 1992 Auburn-G.M. Kosolapoff Award, Auburn Section, American Chemical Society, 1992 Southwest Regional Award, American Chemical Society, 1992 William H. Nichols Medal, New York Section, American Chemical Society, 1993 The John Scott Award, City of Philadelphia, 1993 Hewlett-Packard Europhysics Prize, European Physical Society, 1994 (with Wolfgang Kraetschmer, Don Huffman and Harold Kroto) Harrison Howe Award, Rochester Section, American Chemical Society, 1994 Madison Marshall Award, North Alabama Section, American Chemical Society, 1995 Franklin Medal, The Franklin Institute, 1996 Nobel Prize in Chemistry, Royal Swedish Academy of Sciences, 1996 Distinguished Civilian Public Service Award, Department of the Navy, 1997 American Carbon Society Medal, 1997 Top 75 Distinguished Contributors, Chemical & Engineering News, 1998 Lifetime Achievement Award, Small Times Magazine, 2003 Glenn T. Seaborg Medal, University of California at Los Angeles, 2002 Distinguished Alumni Award, Hope College, 2005 50th Anniversary Visionary Award, SPIE – International Society for Optical Engineering, 2005 National Historic Chemical Landmark, American Chemical Society, 2010 Citation for Chemical Breakthrough Award, Division of History of Chemistry, American Chemical Society, 2015 References External links Smalley-Curl Institute - Rice University Smalley Group - Rice University Interview: Nobel Prize Winner Dr. Richard Smalley – PBS Online NewsHour, "The Future of Fuel: Advances in Hydrogen Fuel Technology" – Chemistry.org 1943 births 2005 deaths 20th-century American chemists Nobel laureates in Chemistry American Nobel laureates Deaths from leukemia American nanotechnologists Princeton University alumni Hope College alumni University of Chicago alumni People from Akron, Ohio Rice University faculty University of Michigan alumni Fellows of the American Physical Society Members of the United States National Academy of Sciences Deaths from cancer in Texas Spectroscopists Carbon scientists Christian Old Earth creationists American Christian creationists Mass spectrometrists Sloan Research Fellows Scientists from Missouri Chemists from Missouri Nobel laureates affiliated with Missouri
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In computer programming and software design, code refactoring is the process of restructuring existing computer code—changing the factoring—without changing its external behavior. Refactoring is intended to improve the design, structure, and/or implementation of the software (its non-functional attributes), while preserving its functionality. Potential advantages of refactoring may include improved code readability and reduced complexity; these can improve the source codes maintainability and create a simpler, cleaner, or more expressive internal architecture or object model to improve extensibility. Another potential goal for refactoring is improved performance; software engineers face an ongoing challenge to write programs that perform faster or use less memory. Typically, refactoring applies a series of standardised basic micro-refactorings, each of which is (usually) a tiny change in a computer program's source code that either preserves the behaviour of the software, or at least does not modify its conformance to functional requirements. Many development environments provide automated support for performing the mechanical aspects of these basic refactorings. If done well, code refactoring may help software developers discover and fix hidden or dormant bugs or vulnerabilities in the system by simplifying the underlying logic and eliminating unnecessary levels of complexity. If done poorly, it may fail the requirement that external functionality not be changed, and may thus introduce new bugs. Motivation Refactoring is usually motivated by noticing a code smell. For example, the method at hand may be very long, or it may be a near duplicate of another nearby method. Once recognized, such problems can be addressed by refactoring the source code, or transforming it into a new form that behaves the same as before but that no longer "smells". For a long routine, one or more smaller subroutines can be extracted; or for duplicate routines, the duplication can be removed and replaced with one shared function. Failure to perform refactoring can result in accumulating technical debt; on the other hand, refactoring is one of the primary means of repaying technical debt. Benefits There are two general categories of benefits to the activity of refactoring. Maintainability. It is easier to fix bugs because the source code is easy to read and the intent of its author is easy to grasp. This might be achieved by reducing large monolithic routines into a set of individually concise, well-named, single-purpose methods. It might be achieved by moving a method to a more appropriate class, or by removing misleading comments. Extensibility. It is easier to extend the capabilities of the application if it uses recognizable design patterns, and it provides some flexibility where none before may have existed. Performance engineering can remove inefficiencies in programs, known as software bloat, arising from traditional software-development strategies that aim to minimize an application's development time rather than the time it takes to run. Performance engineering can also tailor software to the hardware on which it runs, for example, to take advantage of parallel processors and vector units. Challenges Refactoring requires extracting software system structure, data models, and intra-application dependencies to get back knowledge of an existing software system. The turnover of teams implies missing or inaccurate knowledge of the current state of a system and about design decisions made by departing developers. Further code refactoring activities may require additional effort to regain this knowledge. Refactoring activities generate architectural modifications that deteriorate the structural architecture of a software system. Such deterioration affects architectural properties such as maintainability and comprehensibility which can lead to a complete re-development of software systems. Code refactoring activities are secured with software intelligence when using tools and technics providing data about algorithms and sequences of code execution. Providing a comprehensible format for the inner-state of software system structure, data models, and intra-components dependencies is a critical element to form a high-level understanding and then refined views of what needs to be modified, and how. Testing Automatic unit tests should be set up before refactoring to ensure routines still behave as expected. Unit tests can bring stability to even large refactors when performed with a single atomic commit. A common strategy to allow safe and atomic refactors spanning multiple projects is to store all projects in a single repository, known as monorepo. With unit testing in place, refactoring is then an iterative cycle of making a small program transformation, testing it to ensure correctness, and making another small transformation. If at any point a test fails, the last small change is undone and repeated in a different way. Through many small steps the program moves from where it was to where you want it to be. For this very iterative process to be practical, the tests must run very quickly, or the programmer would have to spend a large fraction of their time waiting for the tests to finish. Proponents of extreme programming and other agile software development describe this activity as an integral part of the software development cycle. Techniques Here are some examples of micro-refactorings; some of these may only apply to certain languages or language types. A longer list can be found in Martin Fowler's refactoring book and website. Many development environments provide automated support for these micro-refactorings. For instance, a programmer could click on the name of a variable and then select the "Encapsulate field" refactoring from a context menu. The IDE would then prompt for additional details, typically with sensible defaults and a preview of the code changes. After confirmation by the programmer it would carry out the required changes throughout the code. Techniques that allow for more understanding Program Dependence Graph - explicit representation of data and control dependencies System Dependence Graph - representation of procedure calls between PDG Software intelligence - reverse engineers the initial state to understand existing intra-application dependencies Techniques that allow for more abstraction Encapsulate field – force code to access the field with getter and setter methods Generalize type – create more general types to allow for more code sharing Replace type-checking code with state/strategy Replace conditional with polymorphism Techniques for breaking code apart into more logical pieces Componentization breaks code down into reusable semantic units that present clear, well-defined, simple-to-use interfaces. Extract class moves part of the code from an existing class into a new class. Extract method, to turn part of a larger method into a new method. By breaking down code in smaller pieces, it is more easily understandable. This is also applicable to functions. Techniques for improving names and location of code Move method or move field – move to a more appropriate class or source file Rename method or rename field – changing the name into a new one that better reveals its purpose Pull up – in object-oriented programming (OOP), move to a superclass Push down – in OOP, move to a subclass Automatic clone detection Hardware refactoring While the term refactoring originally referred exclusively to refactoring of software code, in recent years code written in hardware description languages has also been refactored. The term hardware refactoring is used as a shorthand term for refactoring of code in hardware description languages. Since hardware description languages are not considered to be programming languages by most hardware engineers, hardware refactoring is to be considered a separate field from traditional code refactoring. Automated refactoring of analog hardware descriptions (in VHDL-AMS) has been proposed by Zeng and Huss. In their approach, refactoring preserves the simulated behavior of a hardware design. The non-functional measurement that improves is that refactored code can be processed by standard synthesis tools, while the original code cannot. Refactoring of digital hardware description languages, albeit manual refactoring, has also been investigated by Synopsys fellow Mike Keating. His target is to make complex systems easier to understand, which increases the designers' productivity. History The first known use of the term "refactoring" in the published literature was in a September, 1990 article by William Opdyke and Ralph Johnson. Griswold's Ph.D. thesis, Opdyke's Ph.D. thesis, published in 1992, also used this term. Although refactoring code has been done informally for decades, William Griswold's 1991 Ph.D. dissertation is one of the first major academic works on refactoring functional and procedural programs, followed by William Opdyke's 1992 dissertation on the refactoring of object-oriented programs, although all the theory and machinery have long been available as program transformation systems. All of these resources provide a catalog of common methods for refactoring; a refactoring method has a description of how to apply the method and indicators for when you should (or should not) apply the method. Martin Fowler's book Refactoring: Improving the Design of Existing Code is the canonical reference. The terms "factoring" and "factoring out" have been used in this way in the Forth community since at least the early 1980s. Chapter Six of Leo Brodie's book Thinking Forth (1984) is dedicated to the subject. In extreme programming, the Extract Method refactoring technique has essentially the same meaning as factoring in Forth; to break down a "word" (or function) into smaller, more easily maintained functions. Refactorings can also be reconstructed posthoc to produce concise descriptions of complex software changes recorded in software repositories like CVS or SVN. Automated code refactoring Many software editors and IDEs have automated refactoring support. It is possible to refactor application code as well as test code. Here is a list of a few of these editors, or so-called refactoring browsers. DMS Software Reengineering Toolkit (Implements large-scale refactoring for C, C++, C#, COBOL, Java, PHP and other languages) Eclipse based: Eclipse (for Java, and to a lesser extent, C++, PHP, Ruby and JavaScript) PyDev (for Python) Photran (a Fortran plugin for the Eclipse IDE) Embarcadero Delphi IntelliJ based: Resharper (for C#) AppCode (for Objective-C, C and C++) IntelliJ IDEA (for Java) PyCharm (for Python) WebStorm (for JavaScript) PhpStorm (for PHP) Android Studio (for Java) JDeveloper (for Java) NetBeans (for Java) Smalltalk: Most dialects include powerful refactoring tools. Many use the original refactoring browser produced in the early '90s by Ralph Johnson. Visual Studio based: Visual Studio (for .NET and C++) CodeRush (addon for Visual Studio) Visual Assist (addon for Visual Studio with refactoring support for C# and C++) Wing IDE (for Python) Xcode (for C, Objective-C, and Swift) Qt Creator (for C++, Objective-C and QML) See also Amelioration pattern Code review Database refactoring Decomposition (computer science) Modular programming Obfuscated code Prefactoring Separation of concerns Software peer review Test-driven development References Further reading External links What Is Refactoring? (c2.com article) Martin Fowler's homepage about refactoring Extreme programming Technology neologisms
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Rudolph William Louis Giuliani (, ; born May 28, 1944) is an American politician and disbarred attorney who served as the 107th Mayor of New York City from 1994 to 2001. He previously served as the United States Associate Attorney General from 1981 to 1983 and the United States Attorney for the Southern District of New York from 1983 to 1989. Giuliani led the 1980s federal prosecution of New York City mafia bosses as U.S. Attorney for the Southern District of New York. After a failed campaign for Mayor of New York City in the 1989 election, he succeeded in 1993, and was reelected in 1997, campaigning on a "tough on crime" platform. He led New York's controversial "civic cleanup" as its mayor from 1994 to 2001. Mayor Giuliani appointed an outsider, William Bratton, as New York City's new police commissioner. Reforming the police department's administration and policing practices, they applied the broken windows theory, which cites social disorder, like disrepair and vandalism, for attracting loitering addicts, panhandlers, and prostitutes, followed by serious and violent criminals. In particular, Giuliani focused on removing panhandlers and sex clubs from Times Square, promoting a "family values" vibe and a return to the area's earlier focus on business, theater, and the arts. As crime rates fell steeply, well ahead of the national average pace, Giuliani was widely credited, though later critics cite other contributing factors. In 2000, he ran against First Lady Hillary Clinton for a US Senate seat from New York, but left the race once diagnosed with prostate cancer. For his mayoral leadership after the September11 attacks in 2001, he was called "America's mayor". He was named Time magazine's Person of the Year for 2001, and was given an honorary knighthood in 2002 by Queen Elizabeth II of the United Kingdom. In 2002, Giuliani founded a security consulting business, Giuliani Partners, and acquired, but later sold, an investment banking firm, Giuliani Capital Advisors. In 2005, he joined a law firm, renamed Bracewell & Giuliani. Vying for the Republican Party's 2008 presidential nomination, Giuliani was an early frontrunner, yet did poorly in the primary election, withdrew, and endorsed the party's subsequent nominee, John McCain. Declining to run for New York governor in 2010 and for the Republican presidential nomination in 2012, Giuliani focused on the activities of his business firms. In addition, he has often been engaged for public speaking, political commentary, and Republican campaign support. Giuliani joined President Donald Trump's personal legal team in April 2018. His activities as Trump's attorney have drawn renewed media scrutiny, including allegations that he engaged in corruption and profiteering. In late 2019, Giuliani was reportedly under federal investigation for violating lobbying laws, and possibly several other charges, as a central figure in the Trump–Ukraine scandal, which resulted in Trump's first impeachment. Following the 2020 presidential election, he represented Trump in many lawsuits filed in attempts to overturn the election results, making false and debunked allegations about rigged voting machines, polling place fraud, and an international communist conspiracy. As a consequence, his license to practice law was suspended in New York State in June 2021 and in the District of Columbia in July 2021. Early life Giuliani was born in the East Flatbush section, then an Italian-American enclave, in New York City's borough of Brooklyn, the only child of working-class parents Helen (née D'Avanzo; 1909–2002) and Harold Angelo Giuliani (1908–1981), both children of Italian immigrants. Giuliani is of Tuscan descent on his father's side, as his paternal grandparents (Rodolfo and Evangelina Giuliani) were born in Montecatini Terme, Tuscany, Italy. He was raised a Roman Catholic. Harold Giuliani, a plumber and a bartender, had trouble holding a job, was convicted of felony assault and robbery, and served prison time in Sing Sing. Once released, he worked as an enforcer for his brother-in-law Leo D'Avanzo, who operated an organized crime-affiliated loan sharking and gambling ring at a restaurant in Brooklyn. The couple lived in East Flatbush until Harold died of prostate cancer in 1981, whereupon Helen moved to Manhattan's Upper East Side. When Giuliani was seven years old in 1951, his family moved from Brooklyn to Garden City South, where he attended the local Catholic school, St. Anne's. Later, he commuted back to Brooklyn to attend Bishop Loughlin Memorial High School, graduating in 1961. Giuliani attended Manhattan College in Riverdale, Bronx, where he majored in political science with a minor in philosophy and considered becoming a priest. Giuliani was elected president of his class in his sophomore year, but was not re-elected in his junior year. He joined the Phi Rho Pi college forensic fraternity and honor society. He graduated in 1965. Giuliani decided to forgo the priesthood and instead attended the New York University School of Law in Manhattan, where he made the NYU Law Review and graduated cum laude with a Juris Doctor degree in 1968. Giuliani started his political life as a Democrat. He volunteered for Robert F. Kennedy's presidential campaign in 1968. He also worked as a Democratic Party committeeman on Long Island in the mid-1960s and voted for George McGovern for president in 1972. Legal career Upon graduation from law school, Giuliani clerked for Judge Lloyd Francis MacMahon, United States District Judge for the Southern District of New York. Giuliani did not serve in the military during the Vietnam War. His conscription was deferred while he was enrolled at Manhattan College and NYU Law. Upon graduation from the latter in 1968, he was classified 1-A (available for military service), but in 1969 he was reclassified 2-A (essential civilian) as Judge MacMahon's law clerk. In 1970, Giuliani was reclassified 1-A but received a high 308 draft lottery number and was not called up for service. Giuliani switched his party registration from Democratic to Independent in 1975. This occurred during a period of time in which he was recruited for a position in Washington, D.C. with the Ford administration: Giuliani served as the Associate Deputy Attorney General and chief of staff to Deputy Attorney General Harold "Ace" Tyler. His first high-profile prosecution was of Democratic U.S. Representative Bertram L. Podell (NY-13), who was convicted of corruption. Podell pleaded guilty to conspiracy and conflict of interest for accepting more than $41,000 in campaign contributions and legal fees from a Florida airline to obtain federal rights for a Bahama route. Podell, who maintained a legal practice while serving in Congress, said the payments were legitimate legal fees. The Washington Post later reported: "The trial catapulted future New York mayor Rudolph Giuliani to front-page status when, as assistant U.S. attorney, he relentlessly cross-examined an initially calm Rep. Podell. The congressman reportedly grew more flustered and eventually decided to plead guilty." From 1977 to 1981, during the Carter administration, Giuliani practiced law at the Patterson, Belknap, Webb and Tyler law firm, as chief of staff to his former boss, Ace Tyler. In later years, Tyler became "disillusioned" by what Tyler described as Giuliani's time as US Attorney, criticizing several of his prosecutions as "overkill". On December 8, 1980, one month after the election of Ronald Reagan brought Republicans back to power in Washington, he switched his party affiliation from Independent to Republican. Giuliani later said the switches were because he found Democratic policies "naïve", and that "by the time I moved to Washington, the Republicans had come to make more sense to me." Others suggested that the switches were made in order to get positions in the Justice Department. Giuliani's mother maintained in 1988 that he "only became a Republican after he began to get all these jobs from them. He's definitely not a conservative Republican. He thinks he is, but he isn't. He still feels very sorry for the poor." In 1981, Giuliani was named Associate Attorney General in the Reagan administration, the third-highest position in the Department of Justice. As Associate Attorney General, Giuliani supervised the U.S. Attorney Offices' federal law enforcement agencies, the Department of Corrections, the Drug Enforcement Administration, and the United States Marshals Service. In a well-publicized 1982 case, Giuliani testified in defense of the federal government's "detention posture" regarding the internment of more than 2,000 Haitian asylum seekers who had entered the country illegally. The U.S. government disputed the assertion that most of the detainees had fled their country due to political persecution, alleging instead that they were "economic migrants". In defense of the government's position, Giuliani testified that "political repression, at least in general, does not exist" under President of Haiti Jean-Claude Duvalier's regime. In 1983, Giuliani was appointed to be U.S. Attorney for the Southern District of New York, which was technically a demotion but was sought by Giuliani because of his desire to personally litigate cases and because the SDNY is considered the highest profile United States Attorney's Office in the country, and as such, is often used by those who have held the position as a springboard for running for public office. It was in this position that he first gained national prominence by prosecuting numerous high-profile cases, resulting in the convictions of Wall Street figures Ivan Boesky and Michael Milken. He also focused on prosecuting drug dealers, organized crime, and corruption in government. He amassed a record of 4,152 convictions and 25 reversals. As a federal prosecutor, Giuliani was credited with bringing the perp walk, parading of suspects in front of the previously alerted media, into common use as a prosecutorial tool. After Giuliani "patented the perp walk", the tool was used by increasing numbers of prosecutors nationwide. Giuliani's critics claimed that he arranged for people to be arrested, then dropped charges for lack of evidence on high-profile cases rather than going to trial. In a few cases, his arrests of alleged white-collar criminals at their workplaces with charges later dropped or lessened, sparked controversy, and damaged the reputations of the alleged "perps". He claimed veteran stock trader Richard Wigton, of Kidder, Peabody & Co., was guilty of insider trading; in February 1987, he had officers handcuff Wigton and march him through the company's trading floor, with Wigton in tears. Giuliani had his agents arrest Tim Tabor, a young arbitrageur and former colleague of Wigton, so late that he had to stay overnight in jail before posting bond. Within three months, charges were dropped against both Wigton and Tabor; Giuliani said, "We're not going to go to trial. We're just the tip of the iceberg," but no further charges were forthcoming and the investigation did not end until Giuliani's successor was in place. Giuliani's high-profile raid of the Princeton/Newport firm ended with the defendants having their cases overturned on appeal on the grounds that what they had been convicted of were not crimes. Mafia Commission trial In the Mafia Commission Trial, which ran from February 25, 1985, through November 19, 1986, Giuliani indicted eleven organized crime figures, including the heads of New York City's so-called "Five Families", under the Racketeer Influenced and Corrupt Organizations Act (RICO) on charges including extortion, labor racketeering, and murder for hire. Time magazine called this "Case of Cases" possibly "the most significant assault on the infrastructure of organized crime since the high command of the Chicago Mafia was swept away in 1943", and quoted Giuliani's stated intention: "Our approach is to wipe out the five families." Gambino crime family boss Paul Castellano evaded conviction when he and his underboss, Thomas Bilotti, were murdered on the streets of Midtown Manhattan on December 16, 1985. However, three heads of the Five Families were sentenced to 100 years in prison on January 13, 1987. Genovese and Colombo leaders, Tony Salerno and Carmine Persico received additional sentences in separate trials, with 70-year and 39-year sentences to run consecutively. He was assisted by three Assistant United States Attorneys: Michael Chertoff, the eventual second United States Secretary of Homeland Security and co-author of the Patriot Act; John Savarese, now a partner at Wachtell Lipton Rosen & Katz; and Gil Childers, a later deputy chief of the criminal division for the Southern District of New York and now managing director in the legal department at Goldman Sachs. According to an FBI memo revealed in 2007, leaders of the Five Families voted in late 1986 on whether to issue a contract for Giuliani's death. Heads of the Lucchese, Bonanno, and Genovese families rejected the idea, though Colombo and Gambino leaders, Carmine Persico and John Gotti, encouraged assassination. In 2014, it was revealed by a former Sicilian Mafia member and informant, Rosario Naimo, that Salvatore Riina, a notorious Sicilian Mafia leader, had ordered a murder contract on Giuliani during the mid-1980s. Riina allegedly was suspicious of Giuliani's efforts prosecuting the American Mafia and was worried that he might have spoken with Italian anti-mafia prosecutors and politicians, including Giovanni Falcone and Paolo Borsellino, who were both murdered in 1992 in separate car bombings. According to Giuliani, the Sicilian Mafia offered $800,000 for his death during his first year as mayor of New York in 1994. Boesky, Milken trials Ivan Boesky, a Wall Street arbitrageur who had amassed a fortune of about $200million by betting on corporate takeovers, was originally investigated by the U.S. Securities and Exchange Commission (SEC) for making investments based on tips received from corporate insiders, leading the way for the US Attorney's Office of the Southern District of New York to investigate as well. These stock and options acquisitions were sometimes brazen, with massive purchases occurring only a few days before a corporation announced a takeover. Although insider trading of this kind was illegal, laws prohibiting it were rarely enforced until Boesky was prosecuted. Boesky cooperated with the SEC and informed on several others, including junk bond trader Michael Milken. Per agreement with Giuliani, Boesky received a -year prison sentence along with a $100million fine. In 1989, Giuliani charged Milken under the RICO Act with 98 counts of racketeering and fraud. In a highly publicized case, Milken was indicted by a grand jury on these charges. Mayoral campaigns Giuliani was U.S. Attorney until January 1989, resigning as the Reagan administration ended. He garnered criticism until he left office for his handling of cases, and was accused of prosecuting cases to further his political ambitions. He joined the law firm White & Case in New York City as a partner. He remained with White & Case until May 1990, when he joined the law firm Anderson Kill Olick & Oshinsky, also in New York City. 1989 Giuliani first ran for New York City mayor in 1989, when he attempted to unseat three-term incumbent Ed Koch. He won the September 1989 Republican Party primary election against business magnate Ronald Lauder, in a campaign marked by claims that Giuliani was not a true Republican after an acrimonious debate between the two men. In the Democratic primary, Koch was upset by Manhattan Borough president David Dinkins. In the general election, Giuliani ran as the fusion candidate of both the Republican and the Liberal parties. The Conservative Party, which had often co-lined the Republican party candidate, withheld support from Giuliani and ran Lauder instead. Conservative Party leaders were unhappy with Giuliani on ideological grounds. They cited the Liberal Party's endorsement statement that Giuliani "agreed with the Liberal Party's views on affirmative action, gay rights, gun control, school prayer and tuition tax credits". During two televised debates, Giuliani framed himself as an agent of change, saying, "I'm the reformer," that "If we keep going merrily along, this city's going down," and that electing Dinkins would represent "more of the same, more of the rotten politics that have been dragging us down". Giuliani pointed out that Dinkins had not filed a tax return for many years and of several other ethical missteps, in particular a stock transfer to his son. Dinkins filed several years of returns and said the tax matter had been fully paid off. He denied other wrongdoing, saying "what we need is a mayor, not a prosecutor," and that Giuliani refused to say "the R-wordhe doesn't like to admit he's a Republican". Dinkins won the endorsements of three of the four daily New York newspapers, while Giuliani won approval from the New York Post. In the end, Giuliani lost to Dinkins by a margin of 47,080 votes out of 1,899,845 votes cast, in the closest election in New York City's history. The closeness of the race was particularly noteworthy considering the small percentage of New York City residents who are registered Republicans and resulted in Giuliani being the presumptive nominee for a rematch with Dinkins at the next election. 1993 Four years after his defeat to Dinkins, Giuliani again ran for mayor. Once again, Giuliani also ran on the Liberal Party line but not the Conservative Party line, which ran activist George Marlin. Although crime had begun to fall during the Dinkins administration, Giuliani's campaign capitalized on the perception that crime was uncontrolled in the city following events such as the Crown Heights riot and the Family Red Apple boycott. The year prior to the election, Giuliani was a key speaker at a Patrolmen's Benevolent Association rally opposing Dinkins, in which Giuliani blamed the police department's low morale on Dinkins' leadership. The rally quickly devolved into a riot, with nearly 4,000 off-duty police officers storming the City Hall and blocking traffic on the Brooklyn Bridge. In his pitch to lower crime rates in the city, Giuliani promised to focus police resources toward shutting down petty crimes and nuisances as a way of restoring the quality of life: Dinkins and Giuliani never debated during the campaign, because they were never able to agree on how to approach a debate. Dinkins was endorsed by The New York Times and Newsday, while Giuliani was endorsed by the New York Post and, in a key switch from 1989, the Daily News. Giuliani went to visit the Lubavitcher Rebbe, Rabbi Menachem Mendel Schneerson, seeking his blessing and endorsement. On election day, Giuliani's campaign hired off-duty cops, firefighters, and corrections officers to monitor polling places in Manhattan, Brooklyn, and The Bronx for cases of voter fraud. Despite objections from the Dinkins campaign, who claimed that the effort would intimidate Democratic voters, Police Commissioner Ray Kelly assigned an additional 52 police captains and 3,500 officers to monitor the city's polling places. Giuliani won by a margin of 53,367 votes. He became the first Republican elected Mayor of New York City since John Lindsay in 1965. Similar to the election four years prior, Giuliani performed particularly well in the white ethnic neighborhoods in Brooklyn, Queens and Staten Island. Giuliani saw especially high returns in the borough of Staten Island, as a referendum to consider allowing the borough to secede from New York City was on the ballot. 1997 Giuliani's opponent in 1997 was Democratic Manhattan Borough president Ruth Messinger, who had beaten Al Sharpton in the September 9, 1997 Democratic primary. In the general election, Giuliani once again had the Liberal Party and not the Conservative Party listing. Giuliani ran an aggressive campaign, parlaying his image as a tough leader who had cleaned up the city. Giuliani's popularity was at its highest point to date, with a late October 1997 Quinnipiac University Polling Institute poll showing him as having a 68 percent approval rating; 70 percent of New Yorkers were satisfied with life in the city and 64 percent said things were better in the city compared to four years previously. Throughout the campaign he was well ahead in the polls and had a strong fund-raising advantage over Messinger. On her part, Messinger lost the support of several usually Democratic constituencies, including gay organizations and large labor unions. The local daily newspapersThe New York Times, Daily News, New York Post and Newsdayall endorsed Giuliani over Messinger. In the end, Giuliani won 58% of the vote to Messinger's 41%, and became the first registered Republican to win a second term as mayor while on the Republican line since Fiorello H. La Guardia in 1941. Voter turnout was the lowest in twelve years, with 38% of registered voters casting ballots. The margin of victory included gains in his share of the African American vote (20% compared to 1993's 5%) and the Hispanic vote (43% from 37%) while maintaining his base of white ethnic, Catholic and Jewish voters from 1993. Mayoralty Giuliani served as mayor of New York City from 1994 through 2001. Law enforcement In Giuliani's first term as mayor, the New York City Police Departmentat the instigation of Commissioner Bill Brattonadopted an aggressive enforcement/deterrent strategy based on James Q. Wilson's "Broken Windows" approach. This involved crackdowns on relatively minor offenses such as graffiti, turnstile jumping, cannabis possession, and aggressive panhandling by "squeegee men", on the theory that this would send a message that order would be maintained. The legal underpinning for removing the "squeegee men" from the streets was developed under Giuliani's predecessor, Mayor David Dinkins. Bratton, with Deputy Commissioner Jack Maple, also created and instituted CompStat, a computer-driven comparative statistical approach to mapping crime geographically and in terms of emerging criminal patterns, as well as charting officer performance by quantifying criminal apprehensions. Critics of the system assert that it creates an environment in which police officials are encouraged to underreport or otherwise manipulate crime data. An extensive study found a high correlation between crime rates reported by the police through CompStat and rates of crime available from other sources, suggesting there had been no manipulation. The CompStat initiative won the 1996 Innovations in Government Award from the Kennedy School of Government. During Giuliani's administration, crime rates dropped in New York City. The extent to which Giuliani deserves the credit is disputed. Crime rates in New York City had started to drop in 1991 under previous mayor David Dinkins, three years before Giuliani took office. The rates of most crimes, including all categories of violent crime, made consecutive declines during the last 36 months of Dinkins's four-year term, ending a 30-year upward spiral. A small nationwide drop in crime preceded Giuliani's election, and some critics say he may have been the beneficiary of a trend already in progress. Additional contributing factors to the overall decline in New York City crime during the 1990s were the addition of 7,000 officers to the NYPD, lobbied for and hired by the Dinkins administration, and an overall improvement in the national economy. Changing demographics were a key factor contributing to crime rate reductions, which were similar across the country during this time. Because the crime index is based on that of the FBI, which is self-reported by police departments, some have alleged that crimes were shifted into categories the FBI does not collect. Some studies conclude that the decline in New York City's crime rate in the 1990s and 2000s exceeds all national figures and therefore should be linked with a local dynamic that was not present as such anywhere else in the country: what University of California, Berkeley sociologist Frank Zimring calls "the most focused form of policing in history". In his book The Great American Crime Decline, Zimring argues that "up to half of New York's crime drop in the 1990s, and virtually 100 percent of its continuing crime decline since 2000, has resulted from policing." Bratton was featured on the cover of Time magazine in 1996. Giuliani reportedly forced Bratton out after two years, in what was seen as a battle of two large egos in which Giuliani was not tolerant of Bratton's celebrity. Bratton went on to become chief of the Los Angeles Police Department. Giuliani's term also saw allegations of civil rights abuses and other police misconduct under other commissioners after Bratton's departure. There were police shootings of unarmed suspects, and the scandals surrounding the torture of Abner Louima and the killings of Amadou Diallo, Gidone Busch and Patrick Dorismond. Giuliani supported the New York City Police Department, for example by releasing what he called Dorismond's "extensive criminal record" to the public, including a sealed juvenile file. City services The Giuliani administration advocated the privatization of the city's public schools, which he called "dysfunctional", and advocated the reduction of state funding for them. He advocated for a voucher-based system to promote private schooling. Giuliani supported protection for illegal immigrants. He continued a policy of preventing city employees from contacting the Immigration and Naturalization Service about immigration violations, on the grounds that illegal aliens should be able to take actions such as sending their children to school or reporting crimes to the police without fear of deportation. During his mayoralty, gay and lesbian New Yorkers received domestic partnership rights. Giuliani induced the city's Democratic-controlled New York City Council, which had avoided the issue for years, to pass legislation providing broad protection for same-sex partners. In 1998, he codified local law by granting all city employees equal benefits for their domestic partners. 2000 U.S. Senate campaign Due to term limits, Giuliani was ineligible to run in 2001 for a third term as mayor. In November 1998, four-term incumbent Democratic U.S. Senator Daniel Patrick Moynihan announced his retirement and Giuliani immediately indicated an interest in running in the 2000 election for the now-open seat. Due to his high profile and visibility Giuliani was supported by the state Republican Party. Giuliani's entrance led Democratic Congressman Charles Rangel and others to recruit then-First Lady Hillary Clinton to run for Moynihan's seat, hoping she might combat his star power. An early January 1999 poll showed Giuliani trailing Clinton by ten points. In April 1999, Giuliani formed an exploratory committee in connection with the Senate run. By January 2000, polling for the race dramatically reversed, with Giuliani now pulling nine points ahead of Clinton, in part because his campaign was able to take advantage of several campaign stumbles by Clinton. Nevertheless, the Giuliani campaign was showing some structural weaknesses; so closely identified with New York City, he had somewhat limited appeal to normally Republican voters in Upstate New York. The New York Police Department's fatal shooting of Patrick Dorismond in March 2000 inflamed Giuliani's already strained relations with the city's minority communities, and Clinton seized on it as a major campaign issue. By April 2000, reports showed Clinton gaining upstate and generally outworking Giuliani, who said his duties as mayor prevented him from campaigning more. Clinton was now eight to ten points ahead of Giuliani in the polls. Then followed four tumultuous weeks in which Giuliani learned he had prostate cancer and needed treatment; his extramarital relationship with Judith Nathan became public and the subject of a media frenzy; and he announced a separation from his wife Donna Hanover. After much indecision, on May 19, Giuliani announced his withdrawal from the Senate race. September 11 terrorist attacks Response Giuliani received nationwide attention in the aftermath of the September11 attacks. He made frequent appearances on radio and television on September11 and afterwardsfor example, to indicate that tunnels would be closed as a precautionary measure, and that there was no reason to believe the dispersion of chemical or biological weaponry into the air was a factor in the attack. In his public statements, Giuliani said: The 9/11 attacks occurred on the scheduled date of the mayoral primary to select the Democratic and Republican candidates to succeed Giuliani. The primary was immediately delayed two weeks to September 25. During this period, Giuliani sought an unprecedented three-month emergency extension of his term from January1 to April1 under the New York State Constitution (Article3 Section 25). He threatened to challenge the law imposing term limits on elected city officials and run for another full four-year term, if the primary candidates did not consent to the extension of his mayoralty. In the end leaders in the State Assembly and Senate indicated that they did not believe the extension was necessary. The election proceeded as scheduled, and the winning candidate, the Giuliani-endorsed Republican convert Michael Bloomberg, took office on January 1, 2002, per normal custom. Giuliani claimed to have been at the Ground Zero site "as often, if not more, than most workers... I was there working with them. I was exposed to exactly the same things they were exposed to. So in that sense, I'm one of them." Some 9/11 workers have objected to those claims. While his appointment logs were unavailable for the six days immediately following the attacks, Giuliani logged 29 hours at the site over three months beginning September 17. This contrasted with recovery workers at the site who spent this much time at the site in two to three days. When Saudi Prince Alwaleed bin Talal suggested the attacks were an indication that the United States "should re-examine its policies in the Middle East and adopt a more balanced stand toward the Palestinian cause," Giuliani asserted, "There is no moral equivalent for this act. There is no justification for it... And one of the reasons I think this happened is because people were engaged in moral equivalency in not understanding the difference between liberal democracies like the United States, like Israel, and terrorist states and those who condone terrorism. So I think not only are those statements wrong, they're part of the problem." Giuliani subsequently rejected the prince's $10million donation to disaster relief in the aftermath of the attack. Emergency command center location and communications problems Giuliani has been widely criticized for his decision to locate the Office of Emergency Management headquarters on the 23rd floor inside the 7 World Trade Center building. Those opposing the decision perceived the office as a target for a terrorist attack in light of the previous terrorist attack against the World Trade Center in 1993. The office was unable to coordinate efforts between police and firefighters properly while evacuating its headquarters. Large tanks of diesel fuel were placed in 7World Trade to power the command center. In May 1997, Giuliani put responsibility for selecting the location on Jerome M. Hauer, who had served under Giuliani from 1996 to 2000 before being appointed by him as New York City's first Director of Emergency Management. Hauer has taken exception to that account in interviews and provided Fox News and New York Magazine with a memo demonstrating that he recommended a location in Brooklyn but was overruled by Giuliani. Television journalist Chris Wallace interviewed Giuliani on May 13, 2007, about his 1997 decision to locate the command center at the World Trade Center. Giuliani laughed during Wallace's questions and said that Hauer recommended the World Trade Center site and claimed that Hauer said the WTC site was the best location. Wallace presented Giuliani a photocopy of Hauer's directive letter. The letter urged Giuliani to locate the command center in Brooklyn, instead of lower Manhattan. The February 1996 memo read, "The [Brooklyn] building is secure and not as visible a target as buildings in Lower Manhattan." In January 2008, an eight-page memo was revealed which detailed the New York City Police Department's opposition in 1998 to location of the city's emergency command center at the Trade Center site. The Giuliani administration overrode these concerns. The 9/11 Commission Report noted that lack of preparedness could have led to the deaths of first responders at the scene of the attacks. The Commission noted that the radios in use by the fire department were the same radios which had been criticized for their ineffectiveness following the 1993 World Trade Center bombings. Family members of 9/11 victims have said these radios were a complaint of emergency services responders for years. The radios were not working when Fire Department chiefs ordered the 343 firefighters inside the towers to evacuate, and they remained in the towers as the towers collapsed. However, when Giuliani testified before the 9/11 Commission he said the firefighters ignored the evacuation order out of an effort to save lives. Giuliani testified to the commission, where some family members of responders who had died in the attacks appeared to protest his statements. A 1994 mayoral office study of the radios indicated that they were faulty. Replacement radios were purchased in a $33million no-bid contract with Motorola, and implemented in early 2001. However, the radios were recalled in March 2001 after a probationary firefighter's calls for help at a house fire could not be picked up by others at the scene, leaving firemen with the old analog radios from 1993. A book later published by Commission members Thomas Kean and Lee H. Hamilton, Without Precedent: The Inside Story of the 9/11 Commission, argued that the commission had not pursued a tough enough line of questioning with Giuliani. An October 2001 study by the National Institute of Environmental Safety and Health said cleanup workers lacked adequate protective gear. Public reaction Giuliani gained international attention in the wake of the attacks and was widely hailed for his leadership role during the crisis. Polls taken just six weeks after the attack showed a 79 percent approval rating among New York City voters. This was a dramatic increase over the 36 percent rating he had received a year earlier, which was an average at the end of a two-term mayorship. Oprah Winfrey called him "America's Mayor" at a 9/11 memorial service held at Yankee Stadium on September 23, 2001. Other voices denied it was the mayor who had pulled the city together. "You didn't bring us together, our pain brought us together and our decency brought us together. We would have come together if Bozo was the mayor," said civil rights activist Al Sharpton, in a statement largely supported by Fernando Ferrer, one of three main candidates for the mayoralty at the end of 2001. "He was a power-hungry person," Sharpton also said. Giuliani was praised by some for his close involvement with the rescue and recovery efforts, but others argue that "Giuliani has exaggerated the role he played after the terrorist attacks, casting himself as a hero for political gain." Giuliani has collected $11.4million from speaking fees in a single year (with increased demand after the attacks). Before September11, Giuliani's assets were estimated to be somewhat less than $2million, but his net worth could now be as high as 30 times that amount. He has made most of his money since leaving office. Time Person of the Year On December 24, 2001, Time magazine named Giuliani its Person of the Year for 2001. Time observed that, before 9/11, Giuliani's public image had been that of a rigid, self-righteous, ambitious politician. After 9/11, and perhaps owing also to his bout with prostate cancer, his public image became that of a man who could be counted on to unite a city in the midst of its greatest crisis. Historian Vincent J. Cannato concluded in September 2006: Aftermath For his leadership on and after September 11, Giuliani was given an honorary knighthood (KBE) by Queen Elizabeth II on February 13, 2002. Giuliani initially downplayed the health effects arising from the September 11 attacks in the Financial District and lower Manhattan areas in the vicinity of the World Trade Center site. He moved quickly to reopen Wall Street, and it was reopened on September 17. In the first month after the attacks, he said "The air quality is safe and acceptable." Giuliani took control away from agencies such as the Federal Emergency Management Agency, the Army Corps of Engineers and the Occupational Safety and Health Administration, leaving the "largely unknown" city Department of Design and Construction in charge of recovery and cleanup. Documents indicate that the Giuliani administration never enforced federal requirements requiring the wearing of respirators. Concurrently, the administration threatened companies with dismissal if cleanup work slowed. In June 2007, Christie Todd Whitman, former Republican Governor of New Jersey and director of the Environmental Protection Agency (EPA), reportedly said the EPA had pushed for workers at the WTC site to wear respirators but she had been blocked by Giuliani. She said she believed the subsequent lung disease and deaths suffered by WTC responders were a result of these actions. However, former deputy mayor Joe Lhota, then with the Giuliani campaign, replied, "All workers at Ground Zero were instructed repeatedly to wear their respirators." Giuliani asked the city's Congressional delegation to limit the city's liability for Ground Zero illnesses to a total of $350million. Two years after Giuliani finished his term, FEMA appropriated $1billion to a special insurance fund, called the World Trade Center Captive Insurance Company, to protect the city against 9/11 lawsuits. In February 2007, the International Association of Fire Fighters issued a letter asserting that Giuliani rushed to conclude the recovery effort once gold and silver had been recovered from World Trade Center vaults and thereby prevented the remains of many victims from being recovered: "Mayor Giuliani's actions meant that fire fighters and citizens who perished would either remain buried at Ground Zero forever, with no closure for families, or be removed like garbage and deposited at the Fresh Kills Landfill," it said, adding: "Hundreds remained entombed in Ground Zero when Giuliani gave up on them." Lawyers for the International Association of Fire Fighters seek to interview Giuliani under oath as part of a federal legal action alleging that New York City negligently dumped body parts and other human remains in the Fresh Kills Landfill. Post-mayoralty Politics Before 2008 election Since leaving office as mayor, Giuliani has remained politically active by campaigning for Republican candidates for political offices at all levels. When George Pataki became Governor in 1995, this represented the first time the positions of both Mayor and Governor were held simultaneously by Republicans since John Lindsay and Nelson Rockefeller. Giuliani and Pataki were instrumental in bringing the 2004 Republican National Convention to New York City. He was a speaker at the convention, and endorsed President George W. Bush for re-election by recalling that immediately after the World Trade Center towers fell, Similarly, in June 2006, Giuliani started a website called Solutions America to help elect Republican candidates across the nation. After campaigning on Bush's behalf in the U.S. presidential election of 2004, he was reportedly the top choice for Secretary of Homeland Security after Tom Ridge's resignation. When suggestions were made that Giuliani's confirmation hearings would be marred by details of his past affairs and scandals, he turned down the offer and instead recommended his friend and former New York Police Commissioner Bernard Kerik. After the formal announcement of Kerik's nomination, information about Kerik's pastmost notably, that he had ties to organized crime, had failed to properly report gifts he had received, had been sued for sexual harassment and had employed an undocumented alien as a domestic servantbecame known, and Kerik withdrew his nomination. On March 15, 2006, Congress formed the Iraq Study Group (ISG). This bipartisan ten-person panel, of which Giuliani was one of the members, was charged with assessing the Iraq War and making recommendations. They would eventually unanimously conclude that contrary to Bush administration assertions, "The situation in Iraq is grave and deteriorating" and called for "changes in the primary mission" that would allow "the United States to begin to move its forces out of Iraq". On May 24, 2006, after missing all the group's meetings, including a briefing from General David Petraeus, former Secretary of State Colin Powell and former Army Chief of Staff Eric Shinseki, Giuliani resigned from the panel, citing "previous time commitments". Giuliani's fundraising schedule had kept him from participating in the panel, a schedule which raised $11.4million in speaking fees over fourteen months, and that Giuliani had been forced to resign after being given "an ultimatum to either show up for meetings or leave the group" by group leader James Baker. Giuliani subsequently said he had started thinking about running for president, and being on the panel might give it a political spin. Giuliani was described by Newsweek in January 2007 as "one of the most consistent cheerleaders for the president's handling of the war in Iraq" and as of June 2007, he remained one of the few candidates for president to unequivocally support both the basis for the invasion and the execution of the war. Giuliani spoke in support of the removal of the People's Mujahedin of Iran (MEK, also PMOI, MKO) from the United States State Department list of Foreign Terrorist Organizations. The group was on the State Department list from 1997 until September 2012. They were placed on the list for killing six Americans in Iran during the 1970s and attempting to attack the Iranian mission to the United Nations in 1992. Giuliani, along with other former government officials and politicians Ed Rendell, R. James Woolsey, Porter Goss, Louis Freeh, Michael Mukasey, James L. Jones, Tom Ridge, and Howard Dean, were criticized for their involvement with the group. Some were subpoenaed during an inquiry about who was paying the prominent individuals' speaking fees. Giuliani and others wrote an article for the conservative publication National Review stating their position that the group should not be classified as a terrorist organization. They supported their position by pointing out that the United Kingdom and the European Union had already removed the group from their terrorism lists. They further assert that only the United States and Iran still listed it as a terrorist group. However, Canada did not delist the group until December 2012. 2008 presidential campaign In November 2006, Giuliani announced the formation of an exploratory committee toward a run for the presidency in 2008. In February 2007, he filed a "statement of candidacy" and confirmed on the television program Larry King Live that he was indeed running. Early polls showed Giuliani with one of the highest levels of name recognition ever recorded along with high levels of support among the Republican candidates. Throughout most of 2007, he was the leader in most nationwide opinion polling among Republicans. Senator John McCain, who ranked a close second behind the New York Mayor, had faded, and most polls showed Giuliani to have more support than any of the other declared Republican candidates, with only former Senator Fred Thompson and former Governor Mitt Romney showing greater support in some per-state Republican polls. On November 7, 2007, Giuliani's campaign received an endorsement from evangelist, Christian Broadcasting Network founder, and past presidential candidate Pat Robertson. This was viewed by political observers as a possibly key development in the race, as it gave credence that evangelicals and other social conservatives could support Giuliani despite some of his positions on social issues such as abortion and gay rights. Giuliani's campaign hit a difficult stretch during the last two months of 2007, when Bernard Kerik, whom Giuliani had recommended for the position of Secretary of Homeland Security, was indicted on 16 counts of tax fraud and other federal charges. The media reported that when Giuliani was the mayor of New York, he billed several tens of thousands of dollars of mayoral security expenses to obscure city agencies. Those expenses were incurred while he visited Judith Nathan, with whom he was having an extramarital affair (later analysis showed the billing to likely be unrelated to hiding Nathan). Several stories were published in the press regarding clients of Giuliani Partners and Bracewell & Giuliani who were in opposition to goals of American foreign policy. Giuliani's national poll numbers began steadily slipping and his unusual strategy of focusing more on later, multi-primary big states rather than the smaller, first-voting states was seen at risk. Despite his strategy, Giuliani competed to a substantial extent in the January 8, 2008, New Hampshire primary but finished a distant fourth with 9percent of the vote. Similar poor results continued in other early contests, when Giuliani's staff went without pay in order to focus all efforts on the crucial late January Florida Republican primary. The shift of the electorate's focus from national security to the state of the economy also hurt Giuliani, as did the resurgence of McCain's similarly themed campaign. On January 29, 2008, Giuliani finished a distant third in the Florida result with 15percent of the vote, trailing McCain and Romney. Facing declining polls and lost leads in the upcoming large Super Tuesday states, including that of his home New York, Giuliani withdrew from the race on January 30, endorsing McCain. Giuliani's campaign ended up $3.6million in arrears, and in June 2008 Giuliani sought to retire the debt by proposing to appear at Republican fundraisers during the 2008 general election, and have part of the proceeds go towards his campaign. During the 2008 Republican National Convention, Giuliani gave a prime-time speech that praised McCain and his running mate, Sarah Palin, while criticizing Democratic nominee Barack Obama. He cited Palin's executive experience as a mayor and governor and belittled Obama's lack of same, and his remarks were met with wild applause from the delegates. Giuliani continued to be one of McCain's most active surrogates during the remainder of McCain's eventually unsuccessful campaign. After 2008 election Following the end of his presidential campaign, Giuliani's "high appearance fees dropped like a stone". He returned to work at both Giuliani Partners and Bracewell & Giuliani. His consultancy work included advising Keiko Fujimori with her presidential campaign during the 2011 Peruvian general election. Giuliani also explored hosting a syndicated radio show, and was reported to be in talks with Westwood One about replacing Bill O'Reilly before that position went to Fred Thompson (another unsuccessful 2008 GOP presidential primary candidate). During the March 2009 AIG bonus payments controversy, Giuliani called for U.S. Treasury Secretary Timothy Geithner to step down and said the Obama administration lacked executive competence in dealing with the ongoing financial crisis. Giuliani said his political career was not necessarily over, and did not rule out a 2010 New York gubernatorial or 2012 presidential bid. A November 2008 Siena College poll indicated that although Governor David Patersonpromoted to the office via the Eliot Spitzer prostitution scandal a year beforewas popular among New Yorkers, he would have just a slight lead over Giuliani in a hypothetical matchup. By February 2009, after the prolonged Senate appointment process, a Siena College poll indicated that Paterson was losing popularity among New Yorkers, and showed Giuliani with a fifteen-point lead in the hypothetical contest. In January 2009, Giuliani said he would not decide on a gubernatorial run for another six to eight months, adding that he thought it would not be fair to the governor to start campaigning early while the governor tries to focus on his job. Giuliani worked to retire his presidential campaign debt, but by the end of March 2009 it was still $2.4million in arrears, the largest such remaining amount for any of the 2008 contenders. In April 2009, Giuliani strongly opposed Paterson's announced push for same-sex marriage in New York and said it would likely cause a backlash that could put Republicans in statewide office in 2010. By late August 2009, there were still conflicting reports about whether Giuliani was likely to run. On December 23, 2009, Giuliani announced that he would not seek any office in 2010, saying "The main reason has to do with my two enterprises: Bracewell & Giuliani and Giuliani Partners. I'm very busy in both." The decisions signaled a possible end to Giuliani's political career. During the 2010 midterm elections, Giuliani endorsed and campaigned for Bob Ehrlich and Marco Rubio. On October 11, 2011, Giuliani announced that he was not running for president. According to Kevin Law, the Director of the Long Island Association, Giuliani believed that "As a moderate, he thought it was a pretty significant challenge. He said it's tough to be a moderate and succeed in GOP primaries," Giuliani said "If it's too late for (New Jersey Governor) Chris Christie, it's too late for me." At a Republican fund-raising event in February 2015, Giuliani said, "I do not believe, and I know this is a horrible thing to say, but I do not believe that the president Obama loves America," and "He doesn't love you. And he doesn't love me. He wasn't brought up the way you were brought up and I was brought up, through love of this country." In response to criticism of the remarks, Giuliani said, "Some people thought it was racistI thought that was a joke, since he was brought up by a white mother... This isn't racism. This is socialism or possibly anti-colonialism." White House deputy press secretary Eric Schultz said he agreed with Giuliani "that it was a horrible thing to say", but he would leave it up to the people who heard Giuliani directly to assess whether the remarks were appropriate for the event. Although he received some support for his controversial comments, Giuliani said he also received several death threats within 48 hours. Relationship with Donald Trump Presidential campaign supporter Giuliani supported Donald Trump in the 2016 U.S. presidential election. He gave a prime time speech during the first night of the 2016 Republican National Convention. Earlier in the day, Giuliani and former 2016 presidential candidate Ben Carson appeared at an event for the pro-Trump Great America PAC. Giuliani also appeared in a Great America PAC ad entitled "Leadership". Giuliani's and Jeff Sessions's appearances were staples at Trump campaign rallies. During the campaign, Giuliani praised Trump for his worldwide accomplishments and helping fellow New Yorkers in their time of need. He defended Trump against allegations of racism, sexual assault, and not paying any federal income taxes for as long as two decades. In August 2016, Giuliani, while campaigning for Trump, claimed that in the "eight years before Obama" became president, "we didn't have any successful radical Islamic terrorist attack in the United States". It was noted that 9/11 happened during George W. Bush's first term. Politifact brought up four more counter-examples (the 2002 Los Angeles International Airport shooting, the 2002 D.C. sniper attacks, the 2006 Seattle Jewish Federation shooting and the 2006 UNC SUV attack) to Giuliani's claim. Giuliani later said he was using "abbreviated language". Giuliani was believed to be a likely pick for Secretary of State in the Trump administration. However, on December 9, 2016, Trump announced that Giuliani had removed his name from consideration for any Cabinet post. Advisor to the president The president-elect named Giuliani his informal cybersecurity adviser on January 12, 2017. The status of this informal role for Giuliani is unclear because, in November 2018, Trump created the Cybersecurity and Infrastructure Security Agency (CISA), headed by Christopher Krebs as director and Matthew Travis as deputy. In the weeks following his appointment, Giuliani was forced to consult an Apple Store Genius Bar when he "was locked out of his iPhone because he had forgotten the passcode and entered the wrong one at least 10 times", belying his putative expertise in the field. In January 2017, Giuliani said he advised President Trump in matters relating to Executive Order 13769, which barred citizens of seven Muslim-majority countries from entering the United States for 90 days. The order also suspended the admission of all refugees for 120 days. Giuliani has drawn scrutiny over his ties to foreign nations, regarding not registering per the Foreign Agents Registration Act (FARA). Personal lawyer In mid April 2018, Giuliani joined Trump's legal team, which dealt with the special counsel investigation by Robert Mueller into Russian interference in the 2016 U.S. elections. Giuliani said his goal was to negotiate a swift end to the investigation. In early May, Giuliani made public that Trump had reimbursed his personal attorney Michael Cohen $130,000 that Cohen had paid to adult-film actress Stormy Daniels for her agreement not to talk about her alleged affair with Trump. Cohen had earlier insisted he used his own money to pay Daniels, and he implied that he had not been reimbursed. Trump had previously said he knew nothing about the matter. Within a week, Giuliani said some of his own statements regarding this matter were "more rumor than anything else". Later in May 2018, Giuliani, who was asked on whether the promotion of the Spygate conspiracy theory is meant to discredit the special counsel investigation, said the investigators "are giving us the material to do it. Of course, we have to do it in defending the president... it is for public opinion" on whether to "impeach or not impeach" Trump. In June 2018, Giuliani claimed that a sitting president cannot be indicted: "I don't know how you can indict while he's in office. No matter what it is. If President Trump shot [then-FBI director] James Comey, he'd be impeached the next day. Impeach him, and then you can do whatever you want to do to him." In June 2018, Giuliani also said Trump should not testify to the special counsel investigation because "our recollection keeps changing". In early July, Giuliani characterized that Trump had previously asked Comey to "give him [then-national security adviser Michael Flynn] a break". In mid-August, Giuliani denied making this comment: "What I said was, that is what Comey is saying Trump said." On August 19 on Meet the Press, Giuliani argued that Trump should not testify to the special counsel investigation because Trump could be "trapped into perjury" just by telling "somebody's version of the truth. Not the truth." Giuliani's argument continued: "Truth isn't truth." Giuliani later clarified that he was "referring to the situation where two people make precisely contradictory statements". In late July, Giuliani defended Trump by saying "collusion is not a crime" and that Trump had done nothing wrong because he "didn't hack" or "pay for the hacking". He later elaborated that his comments were a "very, very familiar lawyer's argument" to "attack the legitimacy of the special counsel investigation". He also described and denied several supposed allegations that have never been publicly raised, regarding two earlier meetings among Trump campaign officials to set up the June 9, 2016, Trump Tower meeting with Russian citizens. In late August, Giuliani said the June 9, 2016, Trump Tower "meeting was originally for the purpose of getting information about Hillary Clinton". Additionally in late July, Giuliani attacked Trump's former personal lawyer Michael Cohen as an "incredible liar", two months after calling Cohen an "honest, honorable lawyer". In mid-August, Giuliani defended Trump by saying: "The president's an honest man." It was reported in early September that Giuliani said the White House could and likely would prevent the special counsel investigation from making public certain information in its final report which would be covered by executive privilege. Also according to Giuliani, Trump's personal legal team is already preparing a "counter-report" to refute the potential special counsel investigation's report. Giuliani privately urged Trump in 2017 to extradite Fethullah Gülen. In late 2019, Giuliani represented Venezuelan businessman Alejandro Betancourt, meeting with the Justice Department to ask not to bring charges against him. In an interview with Olivia Nuzzi in New York magazine, Giuliani, who is a Roman Catholic of Italian descent, said, "Don't tell me I'm anti-Semitic if I oppose George Soros... I'm more of a Jew than Soros is." George Soros is a Hungarian-born Jew who survived The Holocaust. The Anti-Defamation League replied, "Mr. Giuliani should apologize and retract his comments immediately unless he seeks to dog whistle to hardcore anti-Semites and white supremacists who believe this garbage." In the last days of the Trump administration, when White House aides were soliciting fees to lobby for presidential pardons, Giuliani said that while he'd heard that large fees were being offered, he did not work on clemency cases, saying "I have enough money. I'm not starving." As of February 16, 2021, Giuliani was reportedly not actively involved in any of Trump's pending legal cases. Attempts to get Ukraine to carry out investigations Since at least May 2019, Giuliani has been urging Ukraine's newly elected president, Volodymyr Zelensky, to investigate the oil company Burisma, whose board of directors once included Joe Biden's son Hunter Biden, and to check for irregularities in Ukraine's investigation of Paul Manafort. He said such investigations would benefit his client's defense, and that his efforts had Trump's full support. Toward this end, Giuliani met with Ukrainian officials throughout 2019. In July 2019, Buzzfeed News reported that two Soviet-born Americans, Lev Parnas and Igor Fruman, were liaisons between Giuliani and Ukrainian government officials in this effort. Parnas and Fruman, prolific Republican donors, have neither registered as foreign agents in the United States, nor been evaluated and approved by the State Department. Giuliani responded, "This (report) is a pathetic effort to cover up what are enormous allegations of criminality by the Biden family." Yet by September 2019, there had been no clear evidence of wrongdoing by the Bidens. As of October 1, 2019, Giuliani hired former Watergate prosecutor Jon Sale to represent him in the House Intelligence Committee's impeachment investigation. The committee also issued a subpoena to Giuliani asking him to release documents related to the Ukraine scandal. The New York Times reported on October 11, 2019, that the United States Attorney for the Southern District of New York, which Giuliani had once led, was investigating him for violating lobbying laws related to his activities in Ukraine. The following month, Bloomberg News reported that the investigation could extend to bribery of foreign officials or conspiracy, and The Wall Street Journal reported Giuliani was being investigated for a possible profit motive in a Ukrainian natural gas venture. Giuliani has denied having any interest in a Ukrainian natural gas venture. In late November, the Wall Street Journal reported that federal prosecutors had just issued subpoenas to multiple associates of Giuliani to potentially investigate certain individuals, apparently including Giuliani, on numerous potential charges, including money laundering, obstruction of justice, conspiracy to defraud the United States, making false statements to the federal government, and mail/wire fraud. Parnas and Fruman were arrested for campaign finance violations while attempting to board a one-way flight to Frankfurt from Washington Dulles International Airport on October 9, 2019. Giuliani was paid $500,000 to consult for Lev Parnas's company named "Fraud Guarantee". Republican donor and Trump supporter Long Island attorney Charles Gucciardo paid Giuliani on behalf of Fraud Guarantee in two $250,000 payments, in September and October 2018. Fruman eventually pled guilty in September 2021 to having solicited a contribution by a foreign national. In May 2019, Giuliani described Ukraine's chief prosecutor Yuriy Lutsenko as a "much more honest guy" than his predecessor, Viktor Shokin. After Lutsenko was removed from office, he said in September 2019 that he found no evidence of wrongdoing by the Bidens, and that he had met Giuliani about ten times. Giuliani then reversed his stance, saying that Shokin is the one people "should have spoken to", while Lutsenko acted "corruptly" and "is exactly the prosecutor that Joe Biden put in in order to tank the case". In September 2019, as reports surfaced that a whistleblower was alleging high-level misconduct related to Ukraine, Giuliani went on CNN to discuss the story. When asked if he had tried to get Ukrainian officials to investigate Biden, he initially replied "No, actually I didn't," but thirty seconds later said, "Of course I did." In a later tweet he seemed to confirm reports that Trump had withheld military assistance funds scheduled for Ukraine unless they carried out the investigation. He said, "The reality is that the president of the United States, whoever he is, has every right to tell the president of another country you better straighten out the corruption in your country if you want me to give you a lot of money. If you're so damn corrupt that you can't investigate allegationsour money is going to get squandered." Tom Bossert, a former Homeland Security Advisor in the Trump administration, described Giuliani's theory that Ukraine was involved in 2016 U.S. election interference as "debunked"; Giuliani responded that Bossert "doesn't know what the hell he's talking about". On September 30, 2019, the House Intelligence Committee issued a subpoena to Giuliani asking him to release documents concerning the Ukraine scandal to Committee members by October 15, 2019. On October 2, 2019, Steve Linick, the State Department's inspector general, delivered a 40-page packet of apparent disinformation regarding former vice president Joe Biden and former Ambassador to the Ukraine, Marie Yovanovitch, to Capitol Hill. Linick told congressional aides his office questioned Ulrich Brechbuhl, Pompeo's advisor about the origins of the packet. Brechbuhl noted the packet came to him from Pompeo, who said it "came over", and Brechbuhl reportedly presumed it was from the White House. Later that day, Giuliani acknowledged he passed the packet to Pompeo regarding the Ukraine and attacks on Yovanovich. In a November 2019 interview he confirmed that he had "needed Yovanovitch out of the way" because she was going to make his investigations difficult. "They (the State Department) told me they would investigate it," Giuliani added. Giuliani persuaded Trump to remove Yovanovich from office in spring 2019. By April 2021, the U.S attorney's office in Manhattan was investigating the role of Giuliani and his associates in Yovanovitch's removal. U.S. ambassador to the European Union Gordon Sondland testified that Trump delegated American foreign policy on Ukraine to Giuliani. The late 2019 impeachment inquiry against Donald Trump centered around Giuliani's actions involving Ukraine. In the compiled testimony and in the December reports of the House Intelligence Committee, Giuliani's name was mentioned more than any but Trump's. Some experts suggested that Giuliani may have violated the Logan Act. On November 22, 2019, Giuliani sent a letter to Senator Lindsey Graham, Chairman of the Committee on the Judiciary, informing him of at least three witnesses from Ukraine who Giuliani claimed had direct oral, documentary, and recorded evidence of Democratic criminal conspiracy with Ukrainians to prevent Trump's election and, after his election, to remove him from office via contrived charges. Giuliani's letter also claims that the witnesses had evidence of the Biden family's involvement in bribery, money laundering, Hobbs Act extortion, and other possible crimes. The letter sought Graham's help obtaining U.S. visas for the witnesses to testify. The next month, Graham invited Giuliani to share his findings with the Judiciary Committee, and soon advised him "to share what he got from Ukraine with the [intelligence community] to make sure it's not Russia propaganda". Dmytry Firtash is a Ukrainian oligarch who is prominent in the natural gas sector. In 2017, the Justice Department characterized him as being an "upper echelon (associate) of Russian organized crime". Since his 2014 arrest in Vienna, Austria at the request of American authorities, he has been living there on $155 million bail while fighting extradition to the United States on bribery and racketeering charges, and has been seeking to have the charges dropped. Firtash's attorneys obtained a September 2019 statement from Viktor Shokin, the former Ukrainian prosecutor general who was forced out under pressure from multiple countries and non-governmental organizations, as conveyed to Ukraine by Joe Biden. Shokin falsely asserted in the statement that Biden actually had him fired because he refused to stop his investigation into Burisma. Giuliani, who asserts he has "nothing to do with" and has "never met or talked to" Firtash, promoted the statement in television appearances as purported evidence of wrongdoing by the Bidens. Giuliani told CNN he met with a Firtash attorney for two hours in New York City at the time he was seeking information about the Bidens. Firtash is represented by Trump and Giuliani associates Joseph diGenova and his wife Victoria Toensing, having hired them on Parnas's recommendation in July 2019. The New York Times reported in November 2019 that Giuliani had directed Parnas to approach Firtash with the recommendation, with the proposition that Firtash could help provide damaging information on Biden, which Parna's attorney described was "part of any potential resolution to [Firtash's] extradition matter". Shokin's statement notes that it was prepared "at the request of lawyers acting for Dmitry Firtash ('DF'), for use in legal proceedings in Austria". Giuliani presented the Shokin statement during American television appearances. Bloomberg News reported on October 18 that during the summer of 2019 Firtash associates began attempting to dig up dirt on the Bidens in an effort to solicit Giuliani's assistance with Firtash's legal matters. Bloomberg News also reported that its sources told them Giuliani's high-profile publicity of the Shokin statement had greatly reduced the chances of the Justice Department dropping the charges against Firtash, as it would appear to be a political quid pro quo. diGenova has said he has known U.S. Attorney General Bill Barr for thirty years, as they both worked in the Reagan Justice Department. The Washington Post reported on October 22 that after they began representing Firtash, Toensing and diGenova secured a rare face-to-face meeting with Barr to argue the Firtash charges should be dropped, but he declined to intervene. On October 18, The New York Times reported that weeks earlier, before his associates Parnas and Fruman were indicted, Giuliani met with officials with the criminal and fraud divisions of the Justice Department regarding what Giuliani characterized as a "very, very sensitive" foreign bribery case involving a client of his. The Times did not name whom the case involved, but shortly after publication of the story Giuliani told a reporter it was not Firtash. Two days later, the Justice Department said its officials would not have met with Giuliani had they known his associates were under investigation by the SDNY. On December 3, 2019, the House Intelligence Committee's report included phone records acquired via subpoenas, including numerous phone calls made by Giuliani between April and August 2019. Calls involved Giuliani in contact with Kurt Volker, Republican Representative and House Intelligence Committee Ranking Member Devin Nunes, Lev Parnas, numbers associated with the Office of Management and Budget and the White House switchboard, and an unidentified White House official whose phone number is referenced as "-1". Chairman Adam Schiff of the House Intelligence Committee announced after the report's release that his committee was investigating whether "-1" referred to President Trump, citing grand jury evidence from the trial of convicted Trump-associate Roger Stone in which the phone number "-1" was shown to have referred to Trump. Writing for The Washington Post, analyst Philip Bump reasoned that Giuliani's calls with "-1" are 'likely' calls with Trump citing that Giuliani speaks longer with "-1" than any other person, "-1" always calls Giuliani, and generally after Giuliani calls the White House switchboard, and timing of some of President Trump's actions shortly after Giuliani's calls with "-1" ended. In early December 2019, while the House Judiciary Committee began holding public hearings for the impeachment inquiry, Giuliani returned to Ukraine to interview former Ukrainian officials for a documentary series seeking to discredit the impeachment proceedings. U.S. officials told The Washington Post that Giuliani would have been considered a target of Russian intelligence efforts from early in Trump's presidency, and particularly after Giuliani turned his focus to Ukraine — a former Soviet republic under attack from Russia and with deep penetration by Russian intelligence services. Analysts say Trump's and Giuliani's habit of communicating over unencrypted lines makes it highly likely that foreign intelligence agencies could be listening in on the president's unsecured calls with Giuliani; and that foreign intelligence agencies often collect intelligence about a primary target through monitoring communications of other people who interact with that target. In a December 2019 opinion piece, former FBI director, CIA director and federal judge William Webster wrote of "a dire threat to the rule of law in the country I love". In addition to chastising President Trump and attorney general Bill Barr, Webster wrote he was "profoundly disappointed in another longtime, respected friend, Rudy Giuliani" because his "activities of late concerning Ukraine have, at a minimum, failed the smell test of propriety". Since 2005, Webster had served as the chair of the Homeland Security Advisory Council. NBC News reported in December 2020 that SDNY investigators, which were reported in late 2019 to be investigating Giuliani's activities, had discussed with Justice Department officials in Washington the possibility of acquiring Giuliani's emails, which might require headquarters approval due to protection by attorney–client privilege. The New York Times reported in February 2021 that the SDNY had requested a search warrant of Giuliani's electronic records in summer 2020, but were met with resistance from high-level political appointees in the Washington headquarters, ostensibly because the election was near, while career officials were supportive of the search warrant. The Justice Department generally avoids taking significant actions relating to political figures that might become public within sixty days of an election. Senior political appointees nevertheless opposed the effort after the election, noting Giuliani played a leading role in challenging the election results. The officials deferred the matter to the incoming Biden administration. Federal investigators in Manhattan executed search warrants on the early morning of April 28, 2021 at Giuliani's office and Upper East Side apartment, seizing his electronic devices and searching the apartment. FBI agents also executed a search warrant that day on Toensing's Washington, D.C.-area home and confiscated her cellphone. In April 2021, Giuliani's attorney said investigators told him they had searched his client's iCloud account beginning in late 2019, later arguing to a judge that the search was illegal and so the subsequent raid on Giuliani's properties was "fruit of this poisoned tree," demanding to review documents justifying the iCloud search. In May 2021, the SDNY confirmed in a court filing that in late 2019 it obtained search warrants for Giuliani's iCloud account, and that of Toensing, as part of "an ongoing, multi-year grand jury investigation into conduct involving Giuliani, Toensing, and others," and argued that attorneys for Giuliani and Toensing were not entitled to review the underlying documents of the warrants prior to any charges. Giuiliani and Toensing asserted their attorney-client privilege with clients may have been violated by the iCloud searches, which investigators disputed, saying they employed a "filter team" to prevent them from seeing information potentially protected by attorney-client privilege. Federal judge J. Paul Oetken days later ruled in favor of investigators regarding the warrant documents and granted their request for a special master to ensure attorney-client privilege was maintained. The special master released more than 3,000 of Giuliani's communications to prosecutors in January 2022, agreeing to withhold forty messages for which Giuliani had asserted "privilege and/or highly personal" status and rejecting 37 such assertions. The New York Times reported in February 2021 that the SDNY was scrutinizing Giuliani's association with Firtash in efforts to discredit the Bidens, and efforts to lobby the Trump administration on behalf of Ukrainian officials and oligarchs. Time reported in May 2021 it had spoken with three unidentified witnesses who said they were questioned by investigators, two of whom said they had worked with Giuliani while cooperating with investigators; one witness said investigators were particularly interested in Giuliani's association with Firtash. United States intelligence community analysis released in March 2021 found that Ukrainian politician Andrii Derkach was among proxies of Russian intelligence who promoted and laundered misleading or unsubstantiated narratives about Biden "to US media organizations, US officials, and prominent US individuals, including some close to former President Trump and his administration". Giuliani met with Derkach in December 2019. In April 2021, Forensic News reported that the SDNY investigation into Giuliani had expanded to include a criminal probe of Derkach and Andrii Artemenko. The New York Times confirmed weeks later that Derkach was the subject of a criminal investigation into foreign interference in the 2020 United States elections. "Federal prosecutors in Brooklyn have been investigating whether several Ukrainian officials helped orchestrate a wide-ranging plan to meddle in the 2020 presidential campaign, including using Rudolph W. Giuliani to spread their misleading claims about President Biden and tilt the election in Donald J. Trump's favor," the Times reported. On June 8, 2021, CNN uncovered exclusive audio of a 2019 phone call from Giuliani to Ukraine, stating that "Rudy Giuliani relentlessly pressured and coaxed the Ukrainian government in 2019 to investigate baseless conspiracies about then-candidate Joe Biden." 2020 election lawsuits In November 2020, after Joe Biden was named president-elect, Trump placed Giuliani in charge of lawsuits related to alleged voter irregularities in the 2020 United States presidential election. Trump designated Giuliani to lead a legal team to challenge the election results. This team—a self-described "elite strike force" that included Sidney Powell, Joseph diGenova, Victoria Toensing and Trump campaign attorney Jenna Ellis—appeared at a November 19 press conference in which they made numerous false and unsubstantiated assertions revolving around an international Communist conspiracy, rigged voting machines, and polling place fraud. Giuliani repeatedly publicly denounced the use of provisional ballots (in which the poll worker does not see the voter's name on the rolls, so the voter swears an affidavit oath that they are registered to vote), arguing that the practice enables fraud, although Giuliani himself had cast this type of ballot on October 31, 2020, in Manhattan. By January 8, 2021, Trump and his team had lost 63 lawsuits. A month later, Giuliani was no longer representing Trump in any pending cases, according to a Trump adviser. While Trump continued to fundraise, purportedly for his election-related legal fights, as of the end of July 2021 he had not given any of this money to Giuliani. In October 2021, in another context, Trump remarked: "I do pay my lawyers when they do a good job." In December 2021, two Georgia election workers, Ruby Freeman and Wandrea "Shaye” Moss, sued Giuliani for defamation. Pennsylvania lawsuit One early lawsuit sought to invalidate up to 700,000 mail-in ballots and stop Pennsylvania from certifying its election results. Giuliani claimed to have signed affidavits attesting to voter fraud and election official misconduct in Pennsylvania and elsewhere. Despite not having argued a case in any courtroom for over three decades, Giuliani applied for special permission to represent the Trump presidential campaign in the federal court of Pennsylvania. (In his application, he misrepresented his status with the District of Columbia Bar, claiming that he was a member in good standing, whereas D.C. had suspended him for nonpayment of fees.) In his first day in court on the case, which was November 17, 2020, Giuliani struggled with rudimentary legal processes and was accused by lawyers for the Pennsylvania Secretary of State of making legal arguments that were "disgraceful in an American courtroom". Judge Matthew Brann questioned how Giuliani could justify "asking this court to invalidate some 6.8 million votes thereby disenfranchising every single voter in the commonwealth." His federal lawsuit against Pennsylvania was dismissed with prejudice on November 21, 2020, with the judge citing "strained legal arguments without merit and speculative accusations" which were "unsupported by evidence". Giuliani and Jenna Ellis reacted by stating that the ruling "helps" the Trump campaign "get expeditiously to the U.S. Supreme Court". They also pointed out that the judge, Matthew W. Brann, was "Obama-appointed", though Brann is also a Republican and a former member of the right-leaning Federalist Society. The Trump campaign appealed the lawsuit to the Third Circuit Court of Appeals, where a three-judge panel on November 27 rejected the Trump campaign's attempt to undo Pennsylvania's vote certification, because the Trump campaign's "claims have no merit". The panel also ruled that the District Court was correct in preventing the Trump campaign from conducting a second amendment of its complaint. An amendment would be pointless, ruled the judges, because the Trump campaign was not bringing facts before the court, and not even alleging fraud. Judge Stephanos Bibas highlighted that Giuliani himself told the district court that the Trump campaign "doesn't plead fraud", and that this "is not a fraud case". The panel concluded that neither "specific allegations" nor "proof" was provided in this case, and that the Trump campaign "cannot win this lawsuit". Giuliani and Ellis reacted to the appeals court ruling by condemning the "activist judicial machinery in Pennsylvania". Of the three Appeal Court judges, Stephanos Bibas, who delivered the opinion, was appointed by Trump himself, while judges D. Brooks Smith and Michael Chagares were appointed by Republican president George W. Bush. Dominion and Smartmatic lawsuits As part of Giuliani's allegations that voting machines had been rigged, he made several false assertions about two rival companies, Dominion Voting Systems and Smartmatic. These false claims included that Smartmatic owned Dominion; that Dominion voting machines used Smartmatic software; that Dominion voting machines sent vote data to Smartmatic at foreign locations; that Dominion was founded by the former socialist Venezuelan leader Hugo Chávez; and that Dominion is a "radical-left" company with connections to antifa. Both companies sued Giuliani and Fox News. Dominion filed a defamation lawsuit against Giuliani on January 25, 2021, seeking $1.3billion in damages, and separately sued Fox News for $1.6 billion. On February 4, 2021, Smartmatic also filed a lawsuit that accused Giuliani, Fox News, some hosts at Fox News, and Sidney Powell of engaging in a "disinformation campaign" against the company, and asked for $2.7billion in damages. On September 10, 2021, Fox News told Giuliani that neither he nor his son Andrew would be allowed on their network for nearly three months. Attack on the Capitol On January 6, 2021, Giuliani spoke at a "Save America March" rally on the Ellipse that was attended by Trump supporters protesting the election results. He repeated conspiracy theories that voting machines used in the election were "crooked" and called for "trial by combat". Trump supporters subsequently stormed the U.S. Capitol in a riot that resulted in the deaths of five people, including a police officer, and temporarily disrupted the counting of the Electoral College vote. Giuliani had reportedly been calling Republican lawmakers to urge them to delay the electoral vote count in order to ultimately throw the election to Trump. Giuliani attempted to contact Alabama Sen. Tommy Tuberville, a Trump ally, around 7:00p.m. on January 6, after the Capitol storming, to ask him to "try to just slow it down" by objecting to multiple states and "raise issues so that we get ourselves into tomorrowideally until the end of tomorrow". However, Giuliani mistakenly left the message on the voicemail of another senator, who leaked the recording to The Dispatch. Rick Perlstein, a noted historian of the American conservative political movement, termed Giuliani's attempts to slow certification in the wake of the riot as treasonous. "Sedition. Open and shut. He talked about the time that was being opened up. He was welcoming, and using, the violence. This needs to be investigated," Perlstein tweeted on January 11, 2021. Giuliani faced criticism for his appearance at the rally and the Capitol riot that followed it. Former Congressman and MSNBC host Joe Scarborough called for the arrest of Giuliani, President Trump, and Donald Trump Jr. Manhattan College president Brennan O'Donnell stated in a January7 open letter to the college community, "one of the loudest voices fueling the anger, hatred, and violence that spilled out yesterday is a graduate of our College, Rudolph Giuliani. His conduct as a leader of the campaign to de-legitimize the election and disenfranchise millions of votershas been and continues to be a repudiation of the deepest values of his alma mater." On January 11, the New York State Bar Association, an advocacy group for the legal profession in New York state, announced that it was launching an investigation into whether Giuliani should be removed from its membership rolls, noting both Giuliani's comments to the Trump supporter rally at the Ellipse on January 6, and that it "has received hundreds of complaints in recent months about Mr. Giuliani and his baseless efforts on behalf of President Trump to cast doubt on the veracity of the 2020 presidential election and, after the votes were cast, to overturn its legitimate results". Removal from the group's membership rolls would not directly disbar Giuliani from practicing law in New York. New York State Sen. Brad Hoylman and lawyers' group Lawyers Defending American Democracy, also filed a complaints against Giuliani with the Attorney Grievance Committee of the First Judicial Department of the New York Supreme Court, which has the authority to discipline and disbar licensed New York lawyers. Also on January 11, 2021, District of Columbia Attorney General Karl Racine said that he is looking at whether to charge Giuliani, along with Donald Trump Jr. and Representative Mo Brooks, with inciting the violent attack. On January 29, Giuliani falsely claimed that The Lincoln Project played a role in the organization of the Capitol riot. In response, Steve Schmidt announced that the group would be taking legal action against Giuliani for defamation. On March 5, 2021, Representative Eric Swalwell filed a civil lawsuit against Giuliani and three others (Donald Trump, Donald Trump Jr., and Representative Mo Brooks), seeking damages for their alleged role in inciting the Capitol riot. Giuliani was subpoenaed in January 2022 to testify before the House Select Committee on the January 6 Attack. Suspension of law license On June 24, 2021, a New York appellate court suspended Giuliani's law license. The panel of five justices found that there was "uncontroverted" evidence that Giuliani made "demonstrably false and misleading statements to courts, lawmakers and the public" and that "These false statements were made to improperly bolster (Giuliani's) narrative that due to widespread voter fraud, victory in the 2020 United States presidential election was stolen from his client." The court concluded that Giuliani's conduct "immediately threatens the public interest and warrants interim suspension from the practice of law". His license was also suspended in Washington D.C. on July 7, 2021. Giuliani Partners After leaving the New York City mayor's office, Giuliani founded a security consulting business, Giuliani Partners LLC, in 2002, a firm that has been categorized by multiple media outlets as a lobbying entity capitalizing on Giuliani's name recognition, and which has been the subject of allegations surrounding staff hired by Giuliani and due to the firm's chosen client base. Over five years, Giuliani Partners earned more than $100million. In June 2007, he stepped down as CEO and Chairman of Giuliani Partners, although this action was not made public until December 4, 2007; he maintained his equity interest in the firm. Giuliani subsequently returned to active participation in the firm following the election. In late 2009, Giuliani announced that they had a security consulting contract with Rio de Janeiro, Brazil regarding the 2016 Summer Olympics. He faced criticism in 2012 for advising people once allied with Slobodan Milošević who had lauded Serbian war criminals. Bracewell & Giuliani In 2005, Giuliani joined the law firm of Bracewell & Patterson LLP (renamed Bracewell & Giuliani LLP) as a name partner and basis for the expanding firm's new New York office. When he joined the Texas-based firm he brought Marc Mukasey, the son of Attorney General Michael Mukasey, into the firm. Despite a busy schedule, Giuliani was highly active in the day-to-day business of the law firm, which was a high-profile supplier of legal and lobbying services to the oil, gas, and energy industries. Its aggressive defense of pollution-causing coal-fired power plants threatened to cause political risk for Giuliani, but association with the firm helped Giuliani achieve fund-raising success in Texas. In 2006, Giuliani acted as the lead counsel and lead spokesmen for Bracewell & Giuliani client Purdue Pharma, the makers of OxyContin, during their negotiations with federal prosecutors over charges that the pharmaceutical company misled the public about OxyContin's addictive properties. The agreement reached resulted in Purdue Pharma and some of its executives paying $634.5million in fines. Bracewell & Giuliani represented corporate clients before many U.S. government departments and agencies. Some clients have worked with corporations and foreign governments. Giuliani left the firm in January 2016, by "amicable agreement", and the firm was rebranded as Bracewell LLP. Greenberg Traurig In January 2016, Giuliani moved to the law firm Greenberg Traurig, where he served as the global chairman for Greenberg's cybersecurity and crisis management group, as well as a senior advisor to the firm's executive chairman. In April 2018, he took an unpaid leave of absence when he joined Trump's legal defense team. He resigned from the firm on May 9, 2018. Lobbying in Romania In August 2018, Giuliani was retained by Freeh Group International Solutions, a global consulting firm run by former FBI Director Louis Freeh, which paid him a fee to lobby Romanian president Klaus Iohannis to change Romania's anti-corruption policy and reduce the role of the National Anticorruption Directorate. Giuliani argued that the anti-corruption efforts had gone too far. Podcast In January 2020, Giuliani launched a podcast, Rudy Giuliani's Common Sense. Personal life Marriages and relationships Giuliani married Regina Peruggi, whom he had known since childhood, on October 26, 1968. The marriage was in trouble by the mid-1970s and they agreed to a trial separation in 1975. Peruggi did not accompany him to Washington when he accepted the job in the Attorney General's Office. Giuliani met local television personality Donna Hanover sometime in 1982, and they began dating when she was working in Miami. Giuliani filed for legal separation from Peruggi on August 12, 1982. The Giuliani-Peruggi marriage legally ended in two ways: a civil divorce was issued by the end of 1982, while a Roman Catholic church annulment of the marriage was granted at the end of 1983, reportedly because Giuliani had discovered that he and Peruggi were second cousins. Alan Placa, Giuliani's best man, later became a priest and helped secure the annulment. Giuliani and Peruggi had no children. Giuliani married Hanover in a Catholic ceremony at St. Monica's Church in Manhattan on April 15, 1984. They had two children, Andrew and Caroline Rose, who is a filmmaker in the LGBTQ+ community and has described herself as "multiverses apart" from her father. Giuliani was still married to Hanover in May 1999 when he met Judith Nathan, a sales manager for a pharmaceutical company, at Club Macanudo, an Upper East Side cigar bar. By 1996, Donna Hanover had reverted to her professional name and virtually stopped appearing in public with her husband amid rumors of marital problems. Nathan and Giuliani formed an ongoing relationship. In summer 1999, Giuliani charged the costs for his NYPD security detail to obscure city agencies in order to keep his relationship with Nathan from public scrutiny. The police department began providing Nathan with city-provided chauffeur services in early 2000. By March 2000, Giuliani had stopped wearing his wedding ring. The appearances that he and Nathan made at functions and events became publicly visible, although they were not mentioned in the press. The Daily News and the New York Post both broke news of Giuliani's relationship with Nathan in early May 2000. Giuliani first publicly acknowledged her on May 3, 2000, when he said Judith was his "very good friend". On May 10, 2000, Giuliani held a press conference to announce that he intended to separate from Hanover. Giuliani had not informed Hanover about his plans before the press conference. This was an omission for which Giuliani was widely criticized. Giuliani then went on to praise Nathan as a "very, very fine woman" and said about Hanover that "over the course of some period of time in many ways, we've grown to live independent and separate lives." Hours later Hanover said, "I had hoped that we could keep this marriage together. For several years, it was difficult to participate in Rudy's public life because of his relationship with one staff member." Giuliani moved out of Gracie Mansion by August 2001 and into an apartment with a couple he was friends with. Giuliani filed for divorce from Hanover in October 2000, and a public battle broke out between their representatives. Nathan was barred by court order from entering Gracie Mansion or meeting his children before the divorce was final. In May 2001, Giuliani's attorney revealed that Giuliani was impotent due to prostate cancer treatments and had not had sex with Nathan for the preceding year. "You don't get through treatment for cancer and radiation all by yourself," Giuliani said. "You need people to help you and care for you and support you. And I'm very fortunate I had a lot of people who did that, but nobody did more to help me than Judith Nathan." In a court case, Giuliani argued that he planned to introduce Nathan to his children on Father's Day 2001 and that Hanover had prevented this visit. Giuliani and Hanover finally settled their divorce case in July 2002 after his mayoralty had ended, with Giuliani paying Hanover a $6.8million settlement and granting her custody of their children. Giuliani married Nathan on May 24, 2003, and gained a stepdaughter, Whitney. It was also Nathan's third marriage after two divorces. By March 2007, The New York Times and the Daily News reported that Giuliani had become estranged from both his son Andrew and his daughter Caroline. In 2014, he said his relationship with his children was better than ever, and was spotted eating and playing golf with Andrew. Nathan filed for divorce from Giuliani on April 4, 2018, after 15 years of marriage. According to an interview with New York magazine, "For a variety of reasons that I know as a spouse and a nurse... he has become a different man." The divorce was settled on December 10, 2019. In October 2020, following myriad joint public appearances, Giuliani confirmed that he is in a relationship with Maria Ryan, a nurse practitioner and hospital administrator whom his ex-wife Nathan has alleged to have been his mistress for an indeterminate period during their marriage. As of 2018, Ryan was married to United States Marine Corps veteran Robert Ryan, with Giuliani characterizing the couple as platonic friends in response to contemporaneous press inquiries. Prostate cancer In April 1981, Giuliani's father died, at age 73, of prostate cancer, at Memorial Sloan–Kettering Cancer Center. 19 years later, in April 2000, Giuliani, then aged 55, was diagnosed with prostate cancer following a prostate biopsy, after an elevated screening PSA. Giuliani chose a combination prostate cancer treatment consisting of four months of neoadjuvant Lupron hormonal therapy, then low dose-rate prostate brachytherapy with permanent implantation of ninety TheraSeed radioactive palladium-103 seeds in his prostate in September 2000, followed two months later by five weeks of fifteen-minute, five-days-a-week external beam radiotherapy at Mount Sinai Medical Center, with five months of adjuvant Lupron hormonal therapy. COVID-19 On December 6, 2020, Trump announced that Giuliani had contracted COVID-19. Giuliani was admitted to MedStar Georgetown University Hospital the same day. He was discharged from the hospital on December 9. It was unclear when he received the positive test. In the days leading up to the announcement, Giuliani had been to multiple indoor hearings without wearing a mask, and requested that others remove their masks. The Arizona Legislature closed for one week starting on December 7, 2020, as 15 current and future members had met with Giuliani. He had also met with Republican legislators in Michigan and Georgia, potentially exposing them. Religious beliefs Giuliani has declined to comment publicly on his religious practice and beliefs, although he identifies religion as an important part of his life. When asked if he is a practicing Catholic, Giuliani answered, "My religious affiliation, my religious practices and the degree to which I am a good or not-so-good Catholic, I prefer to leave to the priests." Television appearances Giuliani was reportedly revealed to be the first unmasking on the seventh season of The Masked Singer, which caused judges Ken Jeong and Robin Thicke to storm off the set. Awards and honors In 1998, Giuliani received The Hundred Year Association of New York's Gold Medal Award "in recognition of outstanding contributions to the City of New York". House of Savoy: Knight Grand Cross (motu proprio) of the Order of Merit of Savoy (December 2001) For his leadership on and after September 11, Giuliani was made an honorary Knight Commander of the Order of the British Empire by Her Majesty Queen Elizabeth II on February 13, 2002. Giuliani was named Time magazine's "Person of the Year" for 2001 In 2002, the Episcopal Diocese of New York gave Giuliani the Fiorello LaGuardia Public Service Award for Valor and Leadership in the Time of Global Crisis. Also in 2002, Former First Lady Nancy Reagan awarded Giuliani the Ronald Reagan Freedom Award. In 2002, he received the U.S. Senator John Heinz Award for Greatest Public Service by an Elected or Appointed Official, an award given out annually byJefferson Awards. In 2003, Giuliani received the Academy of Achievement's Golden Plate Award In 2004, construction began on the Rudolph W. Giuliani Trauma Center at St. Vincent's Hospital in New York. In 2005, Giuliani received honorary degrees from Loyola College in Maryland and Middlebury College. In 2007, Giuliani received an honorary Doctorate in Public Administration from The Citadel, The Military College of South Carolina. In 2021, Middlebury announced that it was revoking the degree given to Giuliani. In 2006, Rudy and Judith Giuliani were honored by the American Heart Association at its annual Heart of the Hamptons benefit in Water Mill, New York. In 2007, Giuliani was honored by the National Italian American Foundation (NIAF), receiving the NIAF Special Achievement Award for Public Service. In 2007, Giuliani was awarded the Margaret Thatcher Medal of Freedom by the Atlantic Bridge. In the 2009 graduation ceremony for Drexel University's Earle Mack School of Law, Giuliani was the keynote speaker and recipient of an honorary degree. In 2021, Drexel announced that it was rescinding the degree. Giuliani was the Robert C. Vance Distinguished Lecturer at Central Connecticut State University in 2013. Doctor of Laws Honoris Causa, University of Rhode Island, 2003 (revoked January 2022) Media references In 1993, Giuliani made a cameo appearance as himself in the Seinfeld episode "The Non-Fat Yogurt", which is a fictionalized account of the 1993 mayoral election. Giuliani's scenes were filmed the morning after his real world election. In 2003, Rudy: The Rudy Giuliani Story was released starring actor James Woods as Giuliani. In 2018, Giuliani was portrayed multiple times on Saturday Night Live by Kate McKinnon. McKinnon continued portraying him in 2019. In 2020, Giuliani made a cameo appearance on a Netflix true crime limited series' Fear City: New York vs The Mafia, talking about his role in leading the 1980s federal prosecution of the Five Families. In 2020, Giuliani made an unwitting appearance in Borat Subsequent Moviefilm. In the mockumentary film, Giuliani agrees to an interview with Borat's "daughter", Tutar (played by actress Maria Bakalova), who is disguised as a reporter. When invited to Tutar's hotel room, Giuliani proceeds to lie on her bed and reach inside his trousers; they are immediately interrupted by Borat, who says: "She 15. She too old for you." Giuliani later disregarded the accusation, calling it a "complete fabrication" and saying he was rather "tucking in [his] shirt after taking off the recording equipment". In 2021, Giuliani won two Razzie awards for his part in the film – for Worst Supporting Actor and, with his pants zipper for Worst Screen Combo. See also Disputes surrounding the 2020 United States presidential election results Electoral history of Rudy Giuliani Political positions of Rudy Giuliani Public image of Rudy Giuliani Russian interference in the 2016 United States elections Timeline of New York City, 1990s–2000s References Further reading Barrett, Wayne, (2000). Rudy!: An Investigative Biography of Rudolph Giuliani. Basic Books; (Reprint by Diane Publishing Co.). Brodeur, Christopher X. (2002). Perverted Little Creep: Mayor Giuliani vs Mayor Brodeur. ExtremeNY books, . Dinkins, David N.; Knobler, Peter (2013). A Mayor's Life: Governing New York's Gorgeous Mosaic. PublicAffairs, Gonzalez, Juan, (2002). Fallout: The Environmental Consequences of the World Trade Center Collapse. New Press, . Koch, Edward I. (1999). Giuliani: Nasty Man. Barricade Books. . Mandery, Evan (1999). The Campaign: Rudy Giuliani, Ruth Messinger, Al Sharpton, and the Race to Be Mayor of New York City. Westview Press, . Newfield, Jack, (2003). The Full Rudy: The Man, the Myth, the Mania. Thunder's Mouth Press, . Paterson, David "Black, Blind, & In Charge: A Story of Visionary Leadership and Overcoming Adversity."Skyhorse Publishing. New York, New York, 2020. Polner, Robert, (2005). America's Mayor: The Hidden History of Rudy Giuliani's New York. Soft Skull Press, . Polner, Robert, (2007). America's Mayor, America's President? The Strange Career of Rudy Giuliani. [Preface by Jimmy Breslin] Soft Skull Press, . External links La Guardia and Wagner Archives/The Giuliani Collection TPM infographic: Tracking Rudy Giuliani's Foreign Dealings Suspension of Giuliani's New York State law license — Attorney Grievance Committee for the Supreme Court of the State of New York Appellate Division |- |- |- |- |- 1944 births 20th-century Roman Catholics 21st-century Roman Catholics 21st-century American politicians American conspiracy theorists American male non-fiction writers American political writers American prosecutors American writers of Italian descent Bishop Loughlin Memorial High School alumni Businesspeople from New York City Catholics from New York (state) Donald Trump litigation Golden Raspberry Award winners Honorary Knights Commander of the Order of the British Empire Knights of the Order of Merit of Savoy Living people Manhattan College alumni American politicians of Italian descent Manhattan Institute for Policy Research Mayors of New York City New York (state) lawyers New York (state) Republicans New York University School of Law alumni Patterson Belknap Webb & Tyler people People associated with the September 11 attacks People stripped of honorary degrees State and local political sex scandals in the United States Time Person of the Year Trump administration controversies Trump–Ukraine scandal United States Associate Attorneys General United States Attorneys for the Southern District of New York Candidates in the 2008 United States presidential election Writers from Brooklyn
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Radical feminism is a perspective within feminism that calls for a radical re-ordering of society in which male supremacy is eliminated in all social and economic contexts, while recognizing that women's experiences are also affected by other social divisions such as in race, class, and sexual orientation. The ideology and movement emerged in the 1960s. Radical feminists view society as fundamentally a patriarchy in which men dominate and oppress women. Radical feminists seek to abolish the patriarchy as one front in a struggle to liberate everyone from an unjust society by challenging existing social norms and institutions. This struggle includes opposing the sexual objectification of women, raising public awareness about such issues as rape and violence against women, challenging the concept of gender roles, and challenging what radical feminists see as a racialized and gendered capitalism that characterizes the United States and many other countries. According to Shulamith Firestone in The Dialectic of Sex (1970): "[T]he end goal of feminist revolution must be, unlike that of the first feminist movement, not just the elimination of male privilege but of the sex distinction itself: genital differences between human beings would no longer matter culturally." While radical feminists believe that differences in genitalia and secondary sex characteristics should not matter culturally or politically, they also maintain that women's special role in reproduction should be recognized and accommodated without penalty in the workplace, and some have argued compensation should be offered for this socially essential work. Early radical feminism, arising within second-wave feminism in the 1960s, typically viewed patriarchy as a "transhistorical phenomenon" prior to or deeper than other sources of oppression, "not only the oldest and most universal form of domination but the primary form" and the model for all others. Later politics derived from radical feminism ranged from cultural feminism to syncretic forms of socialist feminism (such as anarcha-feminism) that place issues of class, economics, etc. on a par with patriarchy as sources of oppression. Radical feminists locate the root cause of women's oppression in patriarchal gender relations, as opposed to legal systems (as in liberal feminism) or class conflict (as in Marxist feminism). Theory and ideology Radical feminists assert that global society functions as a patriarchy in which the class of men are the oppressors of the class of women. They propose that the oppression of women is the most fundamental form of oppression, one that has existed since the inception of humanity. As radical feminist Ti-Grace Atkinson wrote in her foundational piece "Radical Feminism" (1969): The first dichotomous division of this mass [mankind] is said to have been on the grounds of sex: male and female ... it was because half the human race bears the burden of the reproductive process and because man, the ‘rational’ animal, had the wit to take advantage of that, that the childbearers, or the 'beasts of burden,' were corralled into a political class: equivocating the biologically contingent burden into a political (or necessary) penalty, thereby modifying these individuals’ definition from the human to the functional, or animal. Radical feminists argue that, because of patriarchy, women have come to be viewed as the "other" to the male norm, and as such have been systematically oppressed and marginalized. They further assert that men as a class benefit from the systematic oppression of women. Patriarchal theory is not defined by a belief that all men always benefit from the oppression of all women. Rather, it maintains that the primary element of patriarchy is a relationship of dominance, where one party is dominant and exploits the other for the benefit of the former. Radical feminists believe that men (as a class) use social systems and other methods of control to keep women (as well as non-dominant men) suppressed. Radical feminists seek to abolish patriarchy by challenging existing social norms and institutions, and believe that eliminating patriarchy will liberate everyone from an unjust society. Ti-Grace Atkinson maintained that the need for power fuels the male class to continue oppressing the female class, arguing that "the need men have for the role of oppressor is the source and foundation of all human oppression". The influence of radical-feminist politics on the women's liberation movement was considerable. Redstockings co-founder Ellen Willis wrote in 1984 that radical feminists "got sexual politics recognized as a public issue", created second-wave feminism's vocabulary, helped to legalize abortion in the USA, "were the first to demand total equality in the so-called private sphere" ("housework and child care ... emotional and sexual needs"), and "created the atmosphere of urgency" that almost led to the passage of the Equal Rights Amendment. The influence of radical feminism can be seen in the adoption of these issues by the National Organization for Women (NOW), a feminist group that had previously been focused almost entirely on economic issues. Movement Roots Radical feminists in the United States coined the term women's liberation movement (WLM). The WLM grew largely due to the influence of the civil rights movement, that had gained momentum in the 1960s, and many of the women who took up the cause of radical feminism had previous experience with radical protest in the struggle against racism. Chronologically, it can be seen within the context of second wave feminism that started in the early 1960s. The leading figures of this second wave of feminism included Shulamith Firestone, Kathie Sarachild, Ti-Grace Atkinson, Carol Hanisch, Roxanne Dunbar, Naomi Weisstein and Judith Brown. In the late sixties various women's groups describing themselves as "radical feminist", such as the UCLA Women's Liberation Front (WLF), offered differing views of radical feminist ideology. UCLA's WLF co-founder Devra Weber recalls, "the radical feminists were opposed to patriarchy, but not necessarily capitalism. In our group at least, they opposed so-called male dominated national liberation struggles". Radical feminists helped to translate the radical protest for racial equality, in which many had experience, over to the struggle for women's rights. They took up the cause and advocated for a variety of women's issues, including abortion rights, the Equal Rights Amendment, access to credit, and equal pay. Many women of color were among the founders of the Women's Liberation Movement (Fran Beal, Cellestine Ware, Toni Cade Bambara); however, many women of color did not participate in the movement due to their conclusion that radical feminists were not addressing "issues of meaning for minority women", Black women in particular After consciousness raising groups were formed to rally support, second-wave radical feminism began to see an increasing number of women of color participating. In the 1960s, radical feminism emerged within liberal feminist and working-class feminist discussions, first in the United States, then in the United Kingdom and Australia. Those involved had gradually come to believe that it was not only the middle-class nuclear family that oppressed women, but that it was also social movements and organizations that claimed to stand for human liberation, notably the counterculture, the New Left, and Marxist political parties, all of which were male-dominated and male-oriented. In the United States, radical feminism developed as a response to some of the perceived failings of both New Left organizations such as the Students for a Democratic Society (SDS) and feminist organizations such as NOW. Initially concentrated in big cities like New York, Chicago, Boston, Washington, DC, and on the West Coast, radical feminist groups spread across the country rapidly from 1968 to 1972. At the same time parallel trends of thinking developed outside the USA: The Women’s Yearbook from Munich gives a good sense of early 1970s feminism in West Germany: Radical feminists introduced the use of consciousness raising (CR) groups. These groups brought together intellectuals, workers, and middle-class women in developed Western countries to discuss their experiences. During these discussions, women noted a shared and repressive system regardless of their political affiliation or social class. Based on these discussions, the women drew the conclusion that ending of patriarchy was the most necessary step towards a truly free society. These consciousness-raising sessions allowed early radical feminists to develop a political ideology based on common experiences women faced with male supremacy. Consciousness raising was extensively used in chapter sub-units of the National Organization for Women (NOW) during the 1970s. The feminism that emerged from these discussions stood first and foremost for the liberation of women, as women, from the oppression of men in their own lives, as well as men in power. Radical feminism claimed that a totalizing ideology and social formation—patriarchy (government or rule by fathers)—dominated women in the interests of men. Groups Within groups such as New York Radical Women (1967–1969; not connected to the present-day socialist feminist organization Radical Women), which Ellen Willis characterized as "the first women's liberation group in New York City", a radical feminist ideology began to emerge. It declared that "the personal is political" and the "sisterhood is powerful"; calls to women's activism coined by Kathie Sarachild and others in the group. New York Radical Women fell apart in early 1969 in what came to be known as the "politico-feminist split", with the "politicos" seeing capitalism as the main source of women's oppression, while the "feminists" saw women's oppression in a male supremacy that was "a set of material, institutionalized relations, not just bad attitudes". The feminist side of the split, whose members referred to themselves as "radical feminists", soon constituted the basis of a new organization, Redstockings. At the same time, Ti-Grace Atkinson led "a radical split-off from NOW", which became known as The Feminists. A third major stance would be articulated by the New York Radical Feminists, founded later in 1969 by Shulamith Firestone (who broke from the Redstockings) and Anne Koedt. During this period, the movement produced "a prodigious output of leaflets, pamphlets, journals, magazine articles, newspaper and radio and TV interviews". Many important feminist works, such as Koedt's essay The Myth of the Vaginal Orgasm (1970) and Kate Millet's book Sexual Politics (1970), emerged during this time and in this milieu. Ideology emerges and diverges At the beginning of this period, "heterosexuality was more or less an unchallenged assumption". Among radical feminists, it was widely held that, thus far, the sexual freedoms gained in the sexual revolution of the 1960s, in particular, the decreasing emphasis on monogamy, had been largely gained by men at women's expense. This assumption of heterosexuality would soon be challenged by the rise of political lesbianism, closely associated with Atkinson and The Feminists. Redstockings and The Feminists were both radical feminist organizations, but held rather distinct views. Most members of Redstockings held to a materialist and anti-psychologistic view. They viewed men's oppression of women as ongoing and deliberate, holding individual men responsible for this oppression, viewing institutions and systems (including the family) as mere vehicles of conscious male intent, and rejecting psychologistic explanations of female submissiveness as blaming women for collaboration in their own oppression. They held to a view—which Willis would later describe as "neo-Maoist"—that it would be possible to unite all or virtually all women, as a class, to confront this oppression by personally confronting men. The Feminists held a more idealistic, psychologistic, and utopian philosophy, with a greater emphasis on "sex roles", seeing sexism as rooted in "complementary patterns of male and female behavior". They placed more emphasis on institutions, seeing marriage, family, prostitution, and heterosexuality as all existing to perpetuate the "sex-role system". They saw all of these as institutions to be destroyed. Within the group, there were further disagreements, such as Koedt's viewing the institution of "normal" sexual intercourse as being focused mainly on male sexual or erotic pleasure, while Atkinson viewed it mainly in terms of reproduction. In contrast to the Redstockings, The Feminists generally considered genitally focused sexuality to be inherently male. Ellen Willis, the Redstockings co-founder, would later write that insofar as the Redstockings considered abandoning heterosexual activity, they saw it as a "bitter price" they "might have to pay for [their] militance", whereas The Feminists embraced separatist feminism as a strategy. The New York Radical Feminists (NYRF) took a more psychologistic (and even biologically determinist) line. They argued that men dominated women not so much for material benefits as for the ego satisfaction intrinsic in domination. Similarly, they rejected the Redstockings view that women submitted only out of necessity or The Feminists' implicit view that they submitted out of cowardice, but instead argued that social conditioning simply led most women to accept a submissive role as "right and natural". Forms of action The radical feminism of the late 60s was not only a movement of ideology and theory; it helped to inspire direct action. In 1968, feminists protested against the Miss America pageant in order to bring "sexist beauty ideas and social expectations" to the forefront of women's social issues. Even though bras were not burned on that day, the protest led to the phrase "bra-burner". "Feminists threw their bras—along with "woman-garbage" such as girdles, false eyelashes, steno pads, wigs, women's magazines, and dishcloths—into a "Freedom Trash Can", but they did not set it on fire". In March of 1970, more than one hundred feminists staged an 11-hour sit-in at the Ladies' Home Journal headquarters. These women demanded that the publication replace its male editor with a female editor, and accused the Ladies Home Journal, "with their emphasis on food, family, fashion, and femininity", of being "instruments of women's oppression". One protester explained the goal of the protest by saying that they "were there to destroy a publication which feeds off of women's anger and frustration, a magazine which destroys women." Radical feminists used a variety of tactics, including demonstrations, speakouts, and community and work-related organizing, to gain exposure and adherents. In France and West Germany radical feminists developed further forms of direct action. Self-incrimination On 6 June 1971 the cover of Stern showed 28 German actresses and journalists confessing “We Had an Abortion!” (wir haben abgetrieben!) unleashing a campaign against the abortion ban. The journalist Alice Schwarzer had organized this avowal form of protest following a French example. Later in 1974, Schwarzer persuaded 329 doctors to publicly admit in Der Spiegel to having performed abortions. She also found a woman willing to terminate her pregnancy on camera with vacuum aspiration, thereby promoting this method of abortion by showing it on the German political television program Panorama. Cristina Perincioli described this as "... a new tactic: the ostentatious, publicly documented violation of a law that millions of women had broken thus far, only in secret and under undignified circumstances." However, with strong opposition from church groups and most of the broadcasting councils governing West Germany's ARD (association of public broadcasters), the film was not aired. Instead Panorama's producers replaced the time slot with a statement of protest and the display of an empty studio. Circumventing the abortion ban In the 1970s, radical women's centers without a formal hierarchy sprang up in West Berlin. These Berlin-based women’s centers did abortion counseling, compiled a list of Dutch abortion clinics, organized regular bus trips to them, and were utilized by women from other parts of West Germany. Police accused the organizers of an illegal conspiracy. "The center used these arrests to publicize its strategy of civil disobedience and raised such a public outcry that the prosecutions were dropped. The bus trips continued without police interference. This victory was politically significant in two respects... while the state did not change the law, it did back off from enforcing it, deferring to women's collective power. The feminist claim to speak for women was thus affirmed by both women and the state." Leaving the Church In West Germany, 1973 saw the start of a radical feminist group campaign to withdraw from membership in the Catholic Church as a protest against its anti-abortion position and activities. "Can we continue to be responsible for funding a male institution that ... condemns us as ever to the house, to cooking and having children, but above all to having children". In Germany those baptized in one of the officially recognized churches have to document that they have formally left the church in order not to be responsible for paying a church tax. Protest of biased coverage of lesbians In November of 1972 two women in a sexual relationship, Marion Ihns and Judy Andersen, were arrested and charged with hiring a man to kill Ihns's abusive husband. Pretrial publicity, particularly that by Bild, Germany's largest tabloid, was marked by anti-lesbian sensationalism. In response, lesbian groups and women's centers in Germany joined in fervent protest. The cultural clash continued through the trial which eventually resulted in the conviction of the women in October of 1974 and life sentences for both. However, a petition brought by 146 female journalists and 41 male colleagues to the German Press Council resulted in its censure of the Axel Springer Company, Bild's publisher. At one point in the lead up to the trial Bild had run a seventeen consecutive day series on "The Crimes of Lesbian Women". Genital self-exams Helped women to gain knowledge about how their own bodies functioned so they would no longer need to rely solely on the medical profession. An outgrowth of this movement was the founding of the (FFGZ) in Berlin in 1974. Social organization and aims Radical feminists have generally formed small activist or community associations around either consciousness raising or concrete aims. Many radical feminists in Australia participated in a series of squats to establish various women's centers, and this form of action was common in the late 1970s and early 1980s. By the mid-1980s many of the original consciousness raising groups had dissolved, and radical feminism was more and more associated with loosely organized university collectives. Radical feminism can still be seen, particularly within student activism and among working-class women. In Australia, many feminist social organizations had accepted government funding during the 1980s, and the election of a conservative government in 1996 crippled these organizations. A radical feminist movement also emerged among Jewish women in Israel beginning in the early 1970s. While radical feminists aim to dismantle patriarchal society, their immediate aims are generally concrete. Common demands include: Expanding reproductive rights. According to writer Lisa Tuttle in The Encyclopedia of Feminism it was "defined by feminists in the 1970s as a basic human right, it includes the right to abortion and birth control, but implies much more. To be realised, reproductive freedom must include not only woman's right to choose childbirth, abortion, sterilisation or birth control, but also her right to make those choices freely, without pressure from individual men, doctors, governmental or religious authorities. It is a key issue for women, since without it the other freedoms we appear to have, such as the right to education, jobs and equal pay, may prove illusory. Provisions of childcare, medical treatment, and society's attitude towards children are also involved." Changing the organizational sexual culture, e.g., breaking down traditional gender roles and reevaluating societal concepts of femininity and masculinity (a common demand in US universities during the 1980s). In this, they often form tactical alliances with other currents of feminism. Views on the sex industry Radical feminists have written about a wide range of issues regarding the sex industry—which they tend to oppose—including but not limited to what many see as: the harm done to women during the production of pornography, the social harm from consumption of pornography, the coercion and poverty that leads women to become prostitutes, the long-term detrimental effects of prostitution, the raced and classed nature of prostitution, and male dominance over women in prostitution and pornography. Feminists who oppose the acceptance and endorsement of prostitution by rebranding it as "sex work" are sometimes disparagingly labeled as "sex worker exclusionary radical feminists" or "SWERF". These argue that the term “Sex work” contains political assumptions; that it is not a neutral term. The term endorses that idea that sex is labour for women and leisure for men, and accords men the social and economic power to act as a boss class in the matter of intercourse. The term "sex work" also implies that women’s bodies exist as a resource to be used by other people. Prostitution Radical feminists argue that most women who become prostitutes are forced into it by a pimp, human trafficking, poverty, drug addiction, or trauma such as child sexual abuse. Women from the lowest socioeconomic classes—impoverished women, women with a low level of education, women from the most disadvantaged racial and ethnic minorities—are over-represented in prostitution all over the world. Catharine MacKinnon asked: "If prostitution is a free choice, why are the women with the fewest choices the ones most often found doing it?" A large percentage of prostitutes polled in one study of 475 people involved in prostitution reported that they were in a difficult period of their lives, and most wanted to leave the occupation. MacKinnon argues that "In prostitution, women have sex with men they would never otherwise have sex with. The money thus acts as a form of force, not as a measure of consent. It acts like physical force does in rape." They believe that no person can be said to truly consent to their own oppression and no-one should have the right to consent to the oppression of others. In the words of Kathleen Barry, consent is not a "good divining rod as to the existence of oppression, and consent to violation is a fact of oppression". Andrea Dworkin wrote in 1992: She argued that "prostitution and equality for women cannot exist simultaneously" and to eradicate prostitution "we must seek ways to use words and law to end the abusive selling and buying of girls' and women's bodies for men's sexual pleasure". Radical feminist thinking has analyzed prostitution as a cornerstone of patriarchal domination and sexual subjugation of women that impacts negatively not only on the women and girls in prostitution but on all women as a group, because prostitution continually affirms and reinforces patriarchal definitions of women as having a primary function to serve men sexually. They say it is crucial that society does not replace one patriarchal view on female sexuality—e.g., that women should not have sex outside marriage/a relationship and that casual sex is shameful for a woman, etc.—with another similarly oppressive and patriarchal view—acceptance of prostitution, a sexual practice based on a highly patriarchal construct of sexuality: that the sexual pleasure of a woman is irrelevant, that her only role during sex is to submit to the man's sexual demands and to do what he tells her, that sex should be controlled by the man, and that the woman's response and satisfaction are irrelevant. Radical feminists argue that sexual liberation for women cannot be achieved so long as we normalize unequal sexual practices where a man dominates a woman. "Feminist consciousness raising remains the foundation for collective struggle and the eventual liberation of women". Radical feminists strongly object to the patriarchal ideology that has been one of the justifications for the existence of prostitution, namely that prostitution is a "necessary evil", because men cannot control themselves; therefore it is "necessary" that a small number of women be "sacrificed" to be used and abused by men, to protect "chaste" women from rape and harassment. These feminists see prostitution as a form of slavery and say that, far from decreasing rape rates, prostitution leads to a sharp increase in sexual violence against women, by sending the message that it is acceptable for a man to treat a woman as a sexual instrument over which he has total control. Melissa Farley argues that Nevada's high rape rate is connected to legal prostitution. Nevada is the only US state that allows legal brothels, and it is ranked 4th out of the 50 U.S. states for sexual assault crimes. Indigenous women are particularly targeted for prostitution. In Canada, New Zealand, Mexico, and Taiwan, studies have shown that indigenous women are at the bottom of the race and class hierarchy of prostitution, often subjected to the worst conditions, most violent demands and sold at the lowest price. It is common for indigenous women to be over-represented in prostitution when compared with their total population. This is as a result of the combined forces of colonialism, physical displacement from ancestral lands, destruction of indigenous social and cultural order, misogyny, globalization/neoliberalism, race discrimination and extremely high levels of violence perpetrated against them. Pornography Radical feminists, notably Catharine MacKinnon, charge that the production of pornography entails physical, psychological, and/or economic coercion of the women who perform and model in it. This is said to be true even when the women are presented as enjoying themselves. Radical feminists point to the testimony of well-known participants in pornography, such as Traci Lords and Linda Boreman, and argue that most female performers are coerced into pornography, either by somebody else or by an unfortunate set of circumstances. The feminist anti-pornography movement was galvanized by the publication of Ordeal, in which Linda Boreman (who under the name of "Linda Lovelace" had starred in Deep Throat) stated that she had been beaten, raped, and pimped by her husband Chuck Traynor, and that Traynor had forced her at gunpoint to make scenes in Deep Throat, as well as forcing her, by use of both physical violence against Boreman as well as emotional abuse and outright threats of violence, to make other pornographic films. Dworkin, MacKinnon, and Women Against Pornography issued public statements of support for Boreman, and worked with her in public appearances and speeches. She later became a born-again Christian and a spokeswoman for the anti-pornography movement. Radical feminists hold the view that pornography contributes to sexism, arguing that in pornographic performances the actresses are reduced to mere receptacles—objects—for sexual use and abuse by men. They argue that the narrative is usually formed around men's pleasure as the only goal of sexual activity, and that the women are shown in a subordinate role. Some opponents believe pornographic films tend to show women as being extremely passive, or that the acts which are performed on the women are typically abusive and solely for the pleasure of their sex partner. On-face ejaculation and anal sex are increasingly popular among men, following trends in porn. MacKinnon and Dworkin defined pornography as "the graphic sexually explicit subordination of women through pictures or words that also includes women dehumanized as sexual objects, things, or commodities...." Radical feminists say that consumption of pornography is a cause of rape and other forms of violence against women. Robin Morgan summarizes this idea with her oft-quoted statement, "Pornography is the theory, and rape is the practice." They charge that pornography eroticizes the domination, humiliation, and coercion of women, and reinforces sexual and cultural attitudes that are complicit in rape and sexual harassment. In her book Only Words (1993), MacKinnon argues that pornography "deprives women of the right to express verbal refusal of an intercourse". MacKinnon argued that pornography leads to an increase in sexual violence against women through fostering rape myths. Such rape myths include the belief that women really want to be raped and that they mean yes when they say no. She held that "rape myths perpetuate sexual violence indirectly by creating distorted beliefs and attitudes about sexual assault and shift elements of blame onto the victims". Additionally, according to MacKinnon, pornography desensitizes viewers to violence against women, and this leads to a progressive need to see more violence in order to become sexually aroused, an effect she claims is well documented. German radical feminist Alice Schwarzer is one proponent of the view that pornography offers a distorted sense of men and women's bodies, as well as the actual sexual act, often showing performers with synthetic implants or exaggerated expressions of pleasure, engaging in fetishes that are presented as popular and normal. Radical lesbian feminism Radical lesbians are distinguished from other radical feminists through their ideological roots in political lesbianism. Radical lesbians see lesbianism as an act of resistance against the political institution of heterosexuality, which they view as violent and oppressive towards women. Julie Bindel has written that her lesbianism is "intrinsically bound up" with her feminism. During the Women's Liberation Movement of the 1970s, straight women within the movement were challenged on the grounds that their heterosexual identities helped to perpetuate the very patriarchal systems that they were working to undo. According to radical lesbian writer Jill Johnston, a large fraction of the movement sought to reform sexist institutions while "leaving intact the staple nuclear unit of oppression: heterosexual sex". Others saw lesbianism as a strong political tool to help end male dominance and as central to the women's movement. Radical lesbians criticized the women's liberation movement for its failure to criticize the "psychological oppression" of heteronormativity, which they believed to be "the sexual foundation of the social institutions". They argued that heterosexual love relationships perpetuated patriarchal power relations through "personal domination" and therefore directly contradicted the values and goals of the movement. As one radical lesbian wrote, "no matter what the feminist does, the physical act [of heterosexuality] throws both women and man back into role playing... all of her politics are instantly shattered". They argued that the women's liberation movement would not be successful without challenging heteronormativity. Radical lesbians believed lesbianism actively threatened patriarchal systems of power. They defined lesbians not only by their sexual preference, but by their liberation and independence from men. Lesbian activists Sidney Abbott and Barbara Love argued that "the lesbian has freed herself from male domination" through disconnecting from them not only sexually, but also "financially and emotionally". They argued that lesbianism fosters the utmost independence from gendered systems of power, and from the "psychological oppression" of heteronormativity. Rejecting norms of gender, sex and sexuality was central to radical lesbian feminism. Radical lesbians believed that "lesbian identity was a 'woman-identified' identity'", meaning it should be defined by and with reference to women, rather than in relation to men. In their manifesto "The Woman-Identified Woman", the lesbian radical feminist group Radicalesbians underlined their belief in the necessity of creating a "new consciousness" that rejected traditional normative definitions of womanhood and femininity which centered on powerlessness. Their redefinition of womanhood and femininity stressed the freeing of lesbian identity from harmful and divisive stereotypes. As Abbot and Love argued in "Is Women's Liberation a Lesbian Plot?" (1971): As long as the word 'dyke' can be used to frighten women into a less militant stand, keep women separate from their sisters, and keep them from giving primacy to anything other than men and family—then to that extent they are dominated by male culture. Radicalesbians reiterated this thought, writing, "in this sexist society, for a woman to be independent means she can't be a woman, she must be a dyke". The rhetoric of a "woman-identified-woman" has been criticized for its exclusion of heterosexual women. According to some critics, "[lesbian feminism's use of] woman-identifying rhetoric should be considered a rhetorical failure. Critics also argue that the intensity of radical lesbian feminist politics, on top of the preexisting stigma around lesbianism, gave a bad face to the feminist movement and provided fertile ground for tropes like the "man-hater" or "bra burner". Views on transgender topics Since the 1970s, there has been a debate among radical feminists about transgender identities. In 1978, the Lesbian Organization of Toronto voted to become womyn-born womyn only and wrote: A woman's voice was almost never heard as a woman's voice—it was always filtered through men's voices. So here a guy comes along saying, "I'm going to be a girl now and speak for girls." And we thought, "No you're not." A person cannot just join the oppressed by fiat. Some radical feminists, such as Andrea Dworkin, Catharine MacKinnon, John Stoltenberg and Monique Wittig, have supported recognition of trans women as women, which they describe as trans-inclusive feminism, while others, such as Mary Daly, Janice Raymond, Robin Morgan, Germaine Greer, Sheila Jeffreys, Julie Bindel, and Robert Jensen, have argued that the transgender movement perpetuates patriarchal gender norms and is incompatible with radical-feminist ideology. Those who exclude trans women from womanhood or women's spaces refer to themselves as gender critical and are referred to by others as trans-exclusionary. Radical feminists in particular who exclude trans women are often referred to as "trans-exclusionary radical feminists" or "TERFs", an acronym to which they object, say is inaccurate (citing, for example, their inclusion of trans men as women), and argue is a slur or even hate speech. These feminists argue that because trans women are assigned male at birth, they are accorded corresponding privileges in society, and even if they choose to present as women, the fact that they have a choice in this sets them apart from people assigned female. Gender-critical or trans-exclusionary radical feminists in particular say that the difference in behavior between men and women is the result of socialization. Lierre Keith describes femininity as "a set of behaviors that are, in essence, ritualized submission", and hence, gender is not an identity but a caste position, and are an obstacle to . Julie Bindel argued in 2008 that Iran carries out the highest number of sex-change operations in the world, because "surgery is an attempt to keep gender stereotypes intact", and that "it is precisely this idea that certain distinct behaviours are appropriate for males and females that underlies feminist criticism of the phenomenon of 'transgenderism'." According to the BBC in 2014, there are no reliable figures regarding gender-reassignment operations in Iran. In The Transsexual Empire: The Making of the She-Male (1979), the lesbian radical feminist Janice Raymond argued that "transsexuals ... reduce the female form to artefact, appropriating this body for themselves". In The Whole Woman (1999), Germaine Greer wrote that largely male governments "recognise as women men who believe that they are women ... because [those governments] see women not as another sex but as a non-sex"; she continued that if uterus-and-ovaries transplants were a mandatory part of sex-change operations, the latter "would disappear overnight". Sheila Jeffreys argued in 1997 that "the vast majority of transsexuals still subscribe to the traditional stereotype of women" and that by transitioning they are "constructing a conservative fantasy of what women should be ... an essence of womanhood which is deeply insulting and restrictive." In Gender Hurts (2014), she referred to sex reassignment surgery as "self-mutilation", and used pronouns that refer to biological sex. Jeffreys argued that feminists need to know "the biological sex of those who claim to be women and promote prejudicial versions of what constitutes womanhood", and that the "use by men of feminine pronouns conceals the masculine privilege bestowed upon them by virtue of having been placed in and brought up in the male sex caste". By contrast, trans-inclusive radical feminists claim that a biology-based or sex-essentialist ideology itself upholds patriarchal constructions of womanhood. Andrea Dworkin argued as early as 1974 that transgender people and gender identity research have the potential to radically undermine patriarchal sex essentialism:work with transsexuals, and studies of formation of gender identity in children provide basic information which challenges the notion that there are two discrete biological sexes. That information threatens to transform the traditional biology of sex difference into the radical biology of sex similarity. That is not to say that there is one sex, but that there are many. The evidence which is germane here is simple. The words "male" and "female," "man" and "woman," are used only because as yet there are no others.In 2015, radical feminist Catherine MacKinnon said: Male dominant society has defined women as a discrete biological group forever. If this was going to produce liberation, we'd be free ... To me, women is a political group. I never had much occasion to say that, or work with it, until the last few years when there has been a lot of discussion about whether trans women are women ... I always thought I don't care how someone becomes a woman or a man; it does not matter to me. It is just part of their specificity, their uniqueness, like everyone else's. Anybody who identifies as a woman, wants to be a woman, is going around being a woman, as far as I'm concerned, is a woman. Reception Gail Dines, an English radical feminist, spoke in 2011 about the appeal of radical feminism to young women: "After teaching women for 20-odd years, if I go in and I teach liberal feminism, I get looked [at] blank ... I go in and teach radical feminism, bang, the room explodes." Criticism Early in the radical feminism movement, some radical feminists theorized that "other kinds of hierarchy grew out of and were modeled on male supremacy and so, were in effect, specialized forms of male supremacy". Therefore, the fight against male domination took priority because "the liberation of women would mean the liberation of all". This view is contested, particularly by intersectional feminism and black feminism. Critics argue that this ideology accepts the notion that identities are singular and disparate, rather than multiple and intersecting. For example, understanding women's oppression as disparate assumes that "men, in creating and maintaining these systems, are acting purely as men, in accordance with peculiarly male characteristics or specifically male supremacist objectives". Ellen Willis' 1984 essay "Radical Feminism and Feminist Radicalism" says that within the New Left, radical feminists were accused of being "bourgeois", "antileft", or even "apolitical", whereas they saw themselves as "radicalizing the left by expanding the definition of radical". Early radical feminists were mostly white and middle-class, resulting in "a very fragile kind of solidarity". This limited the validity of generalizations based on radical feminists' experiences of gender relations, and prevented white and middle-class women from recognizing that they benefited from race and class privilege according to Willis. Many early radical feminists broke ties with "male-dominated left groups", or would work with them only in ad hoc coalitions. Willis, although very much a part of early radical feminism and continuing to hold that it played a necessary role in placing feminism on the political agenda, criticized it as unable "to integrate a feminist perspective with an overall radical politics", while viewing this limitation as inevitable in the context of the time. Notes References Parenthetical sources Further reading (via Duke University Libraries.) Books and journals External links Feminist theory Feminism and history Feminism and society
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Rotary may refer to: General Rotary motion Engineering and technology Rotary dial, a rotating telephone dial Rotary engine (disambiguation), multiple types of engines called "rotary" Rotary latch Rotary milking shed, a type of milking shed used in the dairy industry Rotary snowplow, one type of railroad snowplow used especially for deep snow removal Rotary system, a type of pre-electronic telephone switch Rotary table (drilling rig), a device used to apply directional force to a drill string Rotary tiller, a motorised cultivator Rotary woofer, a type of loudspeaker capable of producing very low frequency sound Rotary wing aircraft Organisations and enterprises Rotary International, or Rotary Club, an international service organization Rotary Foundation, non-profit foundation of Rotary International Rotary Scholarships, Rotary Watches, a Swiss watchmaker Roads Roundabout, or "rotary", a circular roadway intersection
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A real-time operating system (RTOS) is an operating system (OS) for real-time applications that processes data and events that have critically defined time constraints. An RTOS is distinct from a time sharing operating system, such as Unix, which manages the sharing of system resources with a scheduler, data buffers, or fixed task prioritization in a multitasking or multiprogramming environment. Processing time requirements need to be fully understood and bound rather than just kept as a minimum. All processing must occur within the defined constraints. Real-time operating systems are event-driven and preemptive, meaning the OS is capable of monitoring the relevant priority of competing tasks, and make changes to the task priority. Event-driven systems switch between tasks based on their priorities, while time-sharing systems switch the task based on clock interrupts. Characteristics A key characteristic of an RTOS is the level of its consistency concerning the amount of time it takes to accept and complete an application's task; the variability is 'jitter'. A 'hard' real-time operating system (hard RTOS) has less jitter than a 'soft' real-time operating system (soft RTOS). A late answer is a wrong answer in a hard RTOS while a late answer is acceptable in a soft RTOS. The chief design goal is not high throughput, but rather a guarantee of a soft or hard performance category. An RTOS that can usually or generally meet a deadline is a soft real-time OS, but if it can meet a deadline deterministically it is a hard real-time OS. An RTOS has an advanced algorithm for scheduling. Scheduler flexibility enables a wider, computer-system orchestration of process priorities, but a real-time OS is more frequently dedicated to a narrow set of applications. Key factors in a real-time OS are minimal interrupt latency and minimal thread switching latency; a real-time OS is valued more for how quickly or how predictably it can respond than for the amount of work it can perform in a given period of time. See the comparison of real-time operating systems for a comprehensive list. Also, see the list of operating systems for all types of operating systems. Design philosophies An RTOS is an operating system in which the time taken to process an input stimulus is less than the time lapsed until the next input stimulus of the same type. The most common designs are: Event-driven – switches tasks only when an event of higher priority needs servicing; called preemptive priority, or priority scheduling. Time-sharing – switches tasks on a regular clocked interrupt, and on events; called round robin. Time sharing designs switch tasks more often than strictly needed, but give smoother multitasking, giving the illusion that a process or user has sole use of a machine. Early CPU designs needed many cycles to switch tasks during which the CPU could do nothing else useful. Because switching took so long, early OSes tried to minimize wasting CPU time by avoiding unnecessary task switching. Scheduling In typical designs, a task has three states: Running (executing on the CPU); Ready (ready to be executed); Blocked (waiting for an event, I/O for example). Most tasks are blocked or ready most of the time because generally only one task can run at a time per CPU. The number of items in the ready queue can vary greatly, depending on the number of tasks the system needs to perform and the type of scheduler that the system uses. On simpler non-preemptive but still multitasking systems, a task has to give up its time on the CPU to other tasks, which can cause the ready queue to have a greater number of overall tasks in the ready to be executed state (resource starvation). Usually, the data structure of the ready list in the scheduler is designed to minimize the worst-case length of time spent in the scheduler's critical section, during which preemption is inhibited, and, in some cases, all interrupts are disabled, but the choice of data structure depends also on the maximum number of tasks that can be on the ready list. If there are never more than a few tasks on the ready list, then a doubly linked list of ready tasks is likely optimal. If the ready list usually contains only a few tasks but occasionally contains more, then the list should be sorted by priority. That way, finding the highest priority task to run does not require iterating through the entire list. Inserting a task then requires walking the ready list until reaching either the end of the list, or a task of lower priority than that of the task being inserted. Care must be taken not to inhibit preemption during this search. Longer critical sections should be divided into small pieces. If an interrupt occurs that makes a high priority task ready during the insertion of a low priority task, that high priority task can be inserted and run immediately before the low priority task is inserted. The critical response time, sometimes called the flyback time, is the time it takes to queue a new ready task and restore the state of the highest priority task to running. In a well-designed RTOS, readying a new task will take 3 to 20 instructions per ready-queue entry, and restoration of the highest-priority ready task will take 5 to 30 instructions. In more advanced systems, real-time tasks share computing resources with many non-real-time tasks, and the ready list can be arbitrarily long. In such systems, a scheduler ready list implemented as a linked list would be inadequate. Algorithms Some commonly used RTOS scheduling algorithms are: Cooperative scheduling Preemptive scheduling Rate-monotonic scheduling Round-robin scheduling Fixed priority pre-emptive scheduling, an implementation of preemptive time slicing Fixed-Priority Scheduling with Deferred Preemption Fixed-Priority Non-preemptive Scheduling Critical section preemptive scheduling Static time scheduling Earliest Deadline First approach Stochastic digraphs with multi-threaded graph traversal Intertask communication and resource sharing A multitasking operating system like Unix is poor at real-time tasks. The scheduler gives the highest priority to jobs with the lowest demand on the computer, so there is no way to ensure that a time-critical job will have access to enough resources. Multitasking systems must manage sharing data and hardware resources among multiple tasks. It is usually unsafe for two tasks to access the same specific data or hardware resource simultaneously. There are three common approaches to resolve this problem: Temporarily masking/disabling interrupts General-purpose operating systems usually do not allow user programs to mask (disable) interrupts, because the user program could control the CPU for as long as it wishes. Some modern CPUs do not allow user mode code to disable interrupts as such control is considered a key operating system resource. Many embedded systems and RTOSs, however, allow the application itself to run in kernel mode for greater system call efficiency and also to permit the application to have greater control of the operating environment without requiring OS intervention. On single-processor systems, an application running in kernel mode and masking interrupts is the lowest overhead method to prevent simultaneous access to a shared resource. While interrupts are masked and the current task does not make a blocking OS call, the current task has exclusive use of the CPU since no other task or interrupt can take control, so the critical section is protected. When the task exits its critical section, it must unmask interrupts; pending interrupts, if any, will then execute. Temporarily masking interrupts should only be done when the longest path through the critical section is shorter than the desired maximum interrupt latency. Typically this method of protection is used only when the critical section is just a few instructions and contains no loops. This method is ideal for protecting hardware bit-mapped registers when the bits are controlled by different tasks. Mutexes When the shared resource must be reserved without blocking all other tasks (such as waiting for Flash memory to be written), it is better to use mechanisms also available on general-purpose operating systems, such as a mutex and OS-supervised interprocess messaging. Such mechanisms involve system calls, and usually invoke the OS's dispatcher code on exit, so they typically take hundreds of CPU instructions to execute, while masking interrupts may take as few as one instruction on some processors. A (non-recursive) mutex is either locked or unlocked. When a task has locked the mutex, all other tasks must wait for the mutex to be unlocked by its owner - the original thread. A task may set a timeout on its wait for a mutex. There are several well-known problems with mutex based designs such as priority inversion and deadlocks. In priority inversion a high priority task waits because a low priority task has a mutex, but the lower priority task is not given CPU time to finish its work. A typical solution is to have the task that owns a mutex 'inherit' the priority of the highest waiting task. But this simple approach gets more complex when there are multiple levels of waiting: task A waits for a mutex locked by task B, which waits for a mutex locked by task C. Handling multiple levels of inheritance causes other code to run in high priority context and thus can cause starvation of medium-priority threads. In a deadlock, two or more tasks lock mutex without timeouts and then wait forever for the other task's mutex, creating a cyclic dependency. The simplest deadlock scenario occurs when two tasks alternately lock two mutex, but in the opposite order. Deadlock is prevented by careful design. Message passing The other approach to resource sharing is for tasks to send messages in an organized message passing scheme. In this paradigm, the resource is managed directly by only one task. When another task wants to interrogate or manipulate the resource, it sends a message to the managing task. Although their real-time behavior is less crisp than semaphore systems, simple message-based systems avoid most protocol deadlock hazards, and are generally better-behaved than semaphore systems. However, problems like those of semaphores are possible. Priority inversion can occur when a task is working on a low-priority message and ignores a higher-priority message (or a message originating indirectly from a high priority task) in its incoming message queue. Protocol deadlocks can occur when two or more tasks wait for each other to send response messages. Interrupt handlers and the scheduler Since an interrupt handler blocks the highest priority task from running, and since real-time operating systems are designed to keep thread latency to a minimum, interrupt handlers are typically kept as short as possible. The interrupt handler defers all interaction with the hardware if possible; typically all that is necessary is to acknowledge or disable the interrupt (so that it won't occur again when the interrupt handler returns) and notify a task that work needs to be done. This can be done by unblocking a driver task through releasing a semaphore, setting a flag or sending a message. A scheduler often provides the ability to unblock a task from interrupt handler context. An OS maintains catalogues of objects it manages such as threads, mutexes, memory, and so on. Updates to this catalogue must be strictly controlled. For this reason, it can be problematic when an interrupt handler calls an OS function while the application is in the act of also doing so. The OS function called from an interrupt handler could find the object database to be in an inconsistent state because of the application's update. There are two major approaches to deal with this problem: the unified architecture and the segmented architecture. RTOSs implementing the unified architecture solve the problem by simply disabling interrupts while the internal catalogue is updated. The downside of this is that interrupt latency increases, potentially losing interrupts. The segmented architecture does not make direct OS calls but delegates the OS related work to a separate handler. This handler runs at a higher priority than any thread but lower than the interrupt handlers. The advantage of this architecture is that it adds very few cycles to interrupt latency. As a result, OSes which implement the segmented architecture are more predictable and can deal with higher interrupt rates compared to the unified architecture. Similarly, the System Management Mode on x86 compatible Hardware can take a lot of time before it returns control to the operating system. Memory allocation Memory allocation is more critical in a real-time operating system than in other operating systems. First, for stability there cannot be memory leaks (memory that is allocated but not freed after use). The device should work indefinitely, without ever needing a reboot. For this reason, dynamic memory allocation is frowned upon. Whenever possible, all required memory allocation is specified statically at compile time. Another reason to avoid dynamic memory allocation is memory fragmentation. With frequent allocation and releasing of small chunks of memory, a situation may occur where available memory is divided into several sections and the RTOS is incapable of allocating a large enough continuous block of memory, although there is enough free memory. Secondly, speed of allocation is important. A standard memory allocation scheme scans a linked list of indeterminate length to find a suitable free memory block, which is unacceptable in an RTOS since memory allocation has to occur within a certain amount of time. Because mechanical disks have much longer and more unpredictable response times, swapping to disk files is not used for the same reasons as RAM allocation discussed above. The simple fixed-size-blocks algorithm works quite well for simple embedded systems because of its low overhead. See also Adaptive Partition Scheduler Comparison of real-time operating systems Data General RDOS DO-178B Earliest deadline first scheduling Firmware FreeRTOS Interruptible operating system Least slack time scheduling OSEK POSIX Rate-monotonic scheduling Robot Operating System SCADA Synchronous programming language Time-triggered system Time-utility function References Operating systems Real-time computing
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Ralph Cudworth ( ; 1617 – 26 June 1688) was an English Anglican clergyman, Christian Hebraist, classicist, theologian and philosopher, and a leading figure among the Cambridge Platonists who became 11th Regius Professor of Hebrew (1645–88), 26th Master of Clare Hall (1645–54), and 14th Master of Christ's College (1654–88). A leading opponent of Hobbes's political and philosophical views, his magnum opus was his The True Intellectual System of the Universe (1678). Family background Ancestry Cudworth's family reputedly originated in Cudworth (near Barnsley), Yorkshire, moving to Lancashire with the marriage (1377) of John de Cudworth (d.1384) and Margery (d.1384), daughter of Richard de Oldham (living 1354), lord of the manor of Werneth, Oldham. The Cudworths of Werneth Hall, Oldham, were lords of the manor of Werneth/Oldham, until 1683. Ralph Cudworth (the philosopher)'s father, Ralph Cudworth (Snr), was the posthumous-born second son of Ralph Cudworth (d.1572) of Werneth Hall, Oldham. The Rev. Dr Ralph Cudworth Snr (1572/3–1624) The philosopher's father, The Rev. Dr Ralph Cudworth (1572/3–1624), was educated at Emmanuel College, Cambridge, where he graduated BA (1592/93, MA (1596). Emmanuel College (founded by Sir Walter Mildmay (1584), and under the direction of its first Master, Laurence Chaderton) was, from its inception, a stronghold of Reformist, Puritan and Calvinist teaching, which shaped the development of puritan ministry, and contributed largely to the emigrant ministry in America. Ordained in 1599 and elected to a college fellowship by 1600, Cudworth Snr was much influenced by William Perkins, whom he succeeded, in 1602, as Lecturer of the Parish Church of St Andrew the Great, Cambridge. He was awarded the degree of Bachelor of Divinity in 1603. He edited Perkins's Commentary on St Paul's Epistle to the Galatians (1604), with a dedication to Robert, 3rd Lord Rich (later 1st Earl of Warwick), adding a commentary of his own with dedication to Sir Bassingbourn Gawdy. Lord Rich presented him to the Vicariate of Coggeshall, Essex (1606) to replace the deprived minister Thomas Stoughton, but he resigned this position (March 1608), and was licensed to preach from the pulpit by the Chancellor and Scholars of the University of Cambridge (November 1609). He then applied for the Rectoriate of Aller, Somerset (an Emmanuel College living) and, resigning his fellowship, was appointed to it in 1610. His marriage (1611) to Mary Machell (c.1582–1634), (who had been "nutrix" – nurse, or preceptor – to Henry Frederick, Prince of Wales) brought important connections. Cudworth Snr was appointed as one of James I's chaplains. Mary's mother (or aunt) was the sister of Sir Edward Lewknor, a central figure (with the Jermyn and Heigham families) among the puritan East Anglian gentry, whose children had attended Emmanuel College. Mary's Lewknor and Machell connections with the Rich family included her first cousins Sir Nathaniel Rich and his sister Dame Margaret Wroth, wife of Sir Thomas Wroth of Petherton Park near Bridgwater, Somerset, influential promoters of colonial enterprise (and later of nonconformist emigration) in New England. Aller was immediately within their sphere. Ralph Snr and Mary settled at Aller, where their children (listed below) were christened during the following decade. Cudworth continued to study, working on a complete survey of Case-Divinity, The Cases of Conscience in Family, Church and Commonwealth while suffering from the agueish climate at Aller. He was awarded the degree of Doctor of Divinity (1619), and was among the dedicatees of Richard Bernard's 1621 edition of The Faithfull Shepherd. Ralph Snr died at Aller declaring a nuncupative will (7 August 1624) before Anthony Earbury and Dame Margaret Wroth. Children The children of Ralph Cudworth Snr and Mary (née Machell) Cudworth (c.1582–1634) were: General James Cudworth (1612–82) was Assistant Governor (1756–8, 1674–80) and Deputy Governor (1681–2) of Plymouth Colony, Massachusetts, and four-times Commissioner of the United Colonies (1657–81), whose descendants form an extensive family of American Cudworths. Elizabeth Cudworth (1615–54) married (1636) Josias Beacham of Broughton, Northamptonshire (Rector of Seaton, Rutland (1627–76)), by whom she had several children. Beacham was ejected from his living by the Puritans (1653), but reinstated (by 1662). Ralph Cudworth (Jnr) Mary Cudworth John Cudworth (1622–75) of London and Bentley, Suffolk, Alderman of London, and Master of the Worshipful Company of Girdlers (1667–68). On his death, John left four orphans of whom both Thomas Cudworth (1661–1726) and Benjamin Cudworth (1670–15 Sept. 1725) attended Christ's College, Cambridge. Benjamin Cudworth's black memorial slab is in St. Margaret's parish church, Southolt, Suffolk. Jane/Joan(?) Cudworth (b.c.1624; fl. unmarried, 1647) may have been Ralph's sister. Career Education The second son, and third of five (probably six) children, Ralph Cudworth (Jnr) was born at Aller, Somerset, where he was baptised (13 July 1617). Following the death of his father, Ralph Cudworth Snr (1624), The Rev. Dr John Stoughton (1593–1639), (son of Thomas Stoughton of Coggeshall; also a Fellow of Emmanuel College), succeeded as Rector of Aller, and married the widow Mary (née Machell) Cudworth (c.1582–1634). Dr Stoughton paid careful attention to his stepchildren's education, which Ralph later described as a "diet of Calvinism". Letters, to Stoughton, by both brothers James and Ralph Cudworth make this plain; and, when Ralph matriculated at Emmanuel College, Cambridge (1632), Stoughton thought him "as wel grounded in Schol-Learning as any Boy of his Age that went to the University". Stoughton was appointed Curate and Preacher at St Mary Aldermanbury, London (1632), and the family left Aller. Ralph's elder brother, James Cudworth, married and emigrated to Scituate, Plymouth Colony, New England (1634). Mary Machell Cudworth Stoughton died during summer 1634, and Dr Stoughton married a daughter of John Browne of Frampton and Dorchester. Pensioner, Student and Fellow of Emmanuel College (1630–45) From a family background embedded in the early nonconformity and a diligent student, Cudworth was admitted (as a pensioner) to his father's old college, Emmanuel College, Cambridge (1630), matriculated (1632), and graduated (BA (1635/6); MA (1639)). After some misgivings (which he confided in his stepfather), he was elected a Fellow of Emmanuel (1639), and became a successful tutor, delivering the Rede Lecture (1641). He published a tract entitled The Union of Christ and the Church, in a Shadow (1642), and another, A Discourse concerning the True Notion of the Lord's Supper (1642), in which his readings of Karaite manuscripts (stimulated by meetings with Johann Stephan Rittangel) were influential. 11th Regius Professor of Hebrew (1645) and 26th Master of Clare Hall (1645–54) Following sustained correspondence with John Selden (to whom he supplied Karaite literature), he was elected (aged 28) as 11th Regius Professor of Hebrew (1645). In 1645, Thomas Paske had been ejected as Master of Clare Hall for his Anglican allegiances, and Cudworth (despite his immaturity) was selected as his successor, as 26th Master (but not admitted until 1650). Similarly, his fellow-theologian Benjamin Whichcote was installed as 19th Provost of King's College. Cudworth attained the degree of Bachelor of Divinity (1646), and preached a sermon before the House of Commons of England (on 1 John 2, 3–4), which was later published with a Letter of Dedication to the House (1647). Despite these distinctions and his presentation, by Emmanuel College, to the Rectoriate of North Cadbury, Somerset (3 October 1650), he remained comparatively impoverished. He was awarded the degree of Doctor of Divinity (1651), and, in January 1651/2, his friend Dr John Worthington wrote of him, "If through want of maintenance he should be forced to leave Cambridge, for which place he is so eminently accomplished with what is noble and Exemplarily Academical, it would be an ill omen." Marriage (1654) and 14th Master of Christ's College (1654–88) Despite his worsening sight, Cudworth was elected (29 October 1654) and admitted (2 November 1654), as 14th Master of Christ's College. His appointment coincided with his marriage to Damaris (d.1695), daughter (by his first wife, Damaris) of Matthew Cradock (d.1641), first Governor of the Massachusetts Bay Company. Hence Worthington commented "After many tossings Dr Cudworth is through God's good Providence returned to Cambridge and settled in Christ's College, and by his marriage more settled and fixed." In his Will (1641), Matthew Cradock had divided his estate beside the Mystic River at Medford, Massachusetts (which he had never visited, and was managed on his behalf) into two moieties: one was bequeathed to his daughter Damaris Cradock (d.1695), (later wife of Ralph Cudworth Jnr); and one was to be enjoyed by his widow Rebecca (during her lifetime), and afterwards to be inherited by his brother, Samuel Cradock (1583–1653), and his heirs male. Samuel Cradock's son, Samuel Cradock Jnr (1621–1706), was admitted to Emmanuel (1637), graduated (BA (1640–1); MA (1644); BD (1651)), was later a Fellow (1645–56), and pupil of Benjamin Whichcote. After part of the Medford estate was rented to Edward Collins (1642), it was placed in the hands of an attorney; the widow Rebecca Cradock (whose second and third husbands were Richard Glover and Benjamin Whichcote, respectively), petitioned the General Court of Massachusetts, and the legatees later sold the estate to Collins (1652). The marriage of the widow Rebecca Cradock, to Cudworth's colleague Benjamin Whichcote laid the way for the union between Cudworth and her stepdaughter, Damaris (d.1695), thereby reinforcing the connections between the two scholars through a familial bond. Damaris had married, firstly (1642), Thomas Andrewes Jnr (d.1653) of London and Feltham, son of Sir Thomas Andrewes (d.1659), (Lord Mayor of London, 1649, 1651–2), which union had produced several children. The Andrewes family were also engaged in the Massachusetts project, and strongly supported puritan causes. Commonwealth and Restoration Cudworth emerged as a central figure among that circle of theologians and philosophers known as the Cambridge Platonists, who were (more or less) in sympathy with the Commonwealth: during the later 1650s, Cudworth was consulted by John Thurloe, Oliver Cromwell's Secretary to the Council of State, with regard to certain university and government appointments and various other matters. During 1657, Cudworth advised Bulstrode Whitelocke's sub-committee of the Parliamentary "Grand Committee for Religion" on the accuracy of editions of the English Bible. Cudworth was appointed Vicar of Great Wilbraham, and Rector of Toft, Cambridgeshire Ely diocese (1656), but surrendered these livings (1661 and 1662, respectively) when he was presented, by Dr Gilbert Sheldon, Bishop of London, to the Hertfordshire Rectory of Ashwell (1 December 1662). Given Cudworth's close cooperation with prominent figures in Oliver Cromwell's regime (such as John Thurloe), Cudworth's continuance as Master of Christ's was challenged at the Restoration but, ultimately, he retained this post until his death. He and his family are believed to have resided in private lodgings at the "Old Lodge" (which stood between Hobson Street and the College Chapel), and various improvements were made to the college rooms in his time. He was elected a Fellow of the Royal Society in 1662. Later life In 1665, Cudworth almost quarrelled with his fellow-Platonist, Henry More, because of the latter's composition of an ethical work which Cudworth feared would interfere with his own long-contemplated treatise on the same subject. To avoid any difficulties, More published his Enchiridion ethicum (1666–69), in Latin; However, Cudworth's planned treatise was never published. His own majestic work, The True Intellectual System of the Universe (1678), was conceived in three parts of which only the first was completed; he wrote: "there is no reason why this volume should therefore be thought imperfect and incomplete, because it hath not all the Three Things at first Designed by us: it containing all that belongeth to its own particular Title and Subject, and being in that respect no Piece, but a Whole." Cudworth was installed as Prebendary of Gloucester (1678). His colleague, Benjamin Whichcote, died at Cudworth's house in Cambridge (1683), and Cudworth himself died (26 June 1688), and was buried in the Chapel of Christ's College. An oil portrait of Cudworth (from life) hangs in the Hall of Christ's College. During Cudworth's time an outdoor Swimming Pool was created at Christ's College (which still exists), and a carved bust of Cudworth there accompanies those of John Milton and Nicholas Saunderson. Cudworth's widow, Damaris (née Cradock) Andrewes Cudworth (d.1695), maintained close connections with her daughter, Damaris Cudworth Masham, at High Laver, Essex, which was where she died, and was commemorated in the church with a carved epitaph reputedly composed by the philosopher John Locke. Children The children of Ralph Cudworth and Damaris (née Cradock) Andrewes Cudworth (d.1695) were: John Cudworth (1656–1726) was admitted to Christ's College, Cambridge (1672), graduated (BA (1676–7); MA (1680)), and was a pupil of Mr Andrewes. He was a Fellow (1678–98), was ordained a priest (1684), and later became Lecturer in Greek (1687/8) and Senior Dean (1690). Charles Cudworth (d.1684) was admitted to Trinity College, Cambridge (1674–6), but may have not graduated, instead, making a career in the factories of Kasimbazar, West Bengal, India, which was where John Locke (friend of his sister Damaris Cudworth), corresponded with him (27 April 1683). He married (February 1683/84), Mary Cole, widow of Jonathan Prickman, Second for the English East India Company at Malda. Charles Cudworth died in March 1684. Thomas Cudworth graduated at Christ's College, Cambridge (MA (1682)). Damaris Cudworth (1659–1708), a devout and talented woman, became the second wife (1685) of Sir Francis Masham, 3rd Baronet (c.1646–1723) of High Laver, Essex. Lady Masham was a friend of the philosopher John Locke, and also a correspondent of Gottfried Leibniz. Her son, Francis Cudworth Masham (d.1731), became Accountant-General to the Court of Chancery. The stepchildren of Ralph Cudworth (children of Damaris (née Cradock) Andrewes (d.1695) and Thomas Andrewes (d.1653) were: Richard Andrewes (living 1688) who, according to Peile, is not the Richard Andrewes who attended Christ's College, Cambridge during this period. John Andrewes (d. after 1688?) matriculated at Christ's College, Cambridge (1664), graduated (BA (1668/9); MA (1672)), was ordained deacon and priest (1669–70), and was a Fellow (1669–75). Peile suggests he died 1675, but he was a legatee in the will of his brother Thomas (1688). John Covel attended a "Pastoral" performed by Cudworth's children contrived by John Andrewes. Thomas Andrewes (d.1688), Citizen and Dyer of London, was a linen draper. He married (August 1681), Anna, daughter of Samuel Shute, of St Peter's, Cornhill. Mathew Andrewes (d.1674) was admitted to Queens' College, Cambridge (1663/4), and later elected a Fellow. Damaris Andrewes (d.1687) married (1661), (as his first wife) Sir Edward Abney (1631–1728), (a student at Christ's College, Cambridge (BA 1649–52/53); Fellow (1655–61); and Doctor of both laws (1661)). Works Sermons and Treatises Cudworth's works included The Union of Christ and the Church, in a Shadow (1642); A Sermon preached before the House of Commons (1647); and A Discourse concerning the True Notion of the Lord's Supper (1670). Much of Cudworth's work remains in manuscript. However, certain surviving works have been published posthumously, such as A Treatise concerning eternal and immutable Morality, and A Treatise of Freewill. A Treatise concerning eternal and immutable Morality (posth.) Cudworth's Treatise on eternal and immutable Morality, published with a preface by Edward Chandler (1731), is about the historical development of British moral philosophy. It answers, from the standpoint of Platonism, Hobbes's famous doctrine that moral distinctions are created by the state. It argues that just as knowledge contains a permanent intelligible element over and above the flux of sense-impressions, so there exist eternal and immutable ideas of morality. A Treatise of Freewill (posth.) Another posthumous publication was Cudworth's A Treatise of Freewill, edited by John Allen (1838). Both this and the Treatise on eternal and immutable Morality are connected with the design of his magnum opus, The True Intellectual System of the Universe. The True Intellectual System of the Universe (1678) In 1678, Cudworth published The True Intellectual System of the Universe: the first part, wherein all the reason and philosophy of atheism is confuted and its impossibility demonstrated, which had been given an Imprimatur for publication (29 May 1671). The Intellectual System arose, according to Cudworth, from a discourse refuting "fatal necessity", or determinism. Enlarging his plan, he proposed to prove three matters: (a) the existence of God; (b) the naturalness of moral distinctions; and (c) the reality of human freedom. These three comprise, collectively, the intellectual (as opposed to the physical) system of the universe; and they are opposed, respectively, by three false principles: atheism, religious fatalism (which refers all moral distinctions to the will of God), and the fatalism of the ancient Stoics (who recognized God and yet identified him with nature). Only the first part, dealing with atheism, was ever published. Cudworth criticizes two main forms of materialistic atheism: the atomic (adopted by Democritus, Epicurus and Thomas Hobbes); and the hylozoic (attributed to Strato of Lampsacus, which explains everything by the supposition of an inward self-organizing life in matter). Atomic atheism, to which Cudworth devotes the larger part of the work, is described as arising from the combination of two principles, neither of which is, individually, atheistic (namely atomism and corporealism, or the doctrine that nothing exists but body). The example of Stoicism, Cudworth suggests, shows that corporealism may be theistic. Cudworth discusses the history of atomism at length. It is, in its purely physical application, a theory that he fully accepts. He holds that theistic atomism was taught by Pythagoras, Empedocles and many other ancient philosophers, and was only perverted to atheism by Democritus. Cudworth believes that atomism was first invented before the Trojan war by a Sidonian thinker named Moschus or Mochus (whom he identifies with Moses in the Old Testament). Cudworth's method in arranging his work was to marshal the atheistic arguments elaborately before refuting them in his final chapter. This led many readers to accuse Cudworth himself of atheism – as John Dryden remarked, "he has raised such objections against the being of a God and Providence that many think he has not answered them". Much attention was also attached to a subordinate matter in the book, the conception of the "Plastic Medium" (a revival of Plato's "World-Soul") which was intended to explain the existence and laws of nature without referring to the direct operation of God. This theory occasioned a long-drawn controversy between Pierre Bayle and Georges-Louis Leclerc, with the former maintaining, and the latter denying, that the Plastic Medium is favourable to atheism. Summing up the work, Andrew Dickson White wrote in 1896: To this day he [Cudworth] remains, in breadth of scholarship, in strength of thought, in tolerance, and in honesty, one of the greatest glories of the English Church ... He purposed to build a fortress which should protect Christianity against all dangerous theories of the universe, ancient or modern ... While genius marked every part of it, features appeared which gave the rigidly orthodox serious misgivings. From the old theories of direct personal action on the universe by the Almighty he broke utterly. He dwelt on the action of law, rejected the continuous exercise of miraculous intervention, pointed out the fact that in the natural world there are "errors" and "bungles" and argued vigorously in favor of the origin and maintenance of the universe as a slow and gradual development of Nature in obedience to an inward principle. Arms Ancestry References Sources Further reading Cudworth's The True Intellectual System of the Universe (1678) was translated into Latin by Johann Lorenz von Mosheim, and furnished with notes and dissertations translated into English in John J. Harrison's edition (1845). The first Latin edition: Johann Lorenz von Mosheim, Radulphi Cudworthi Systema intellectuale hujus universi, 2 Vols (sumtu viduae Meyer, Jena 1733); the second Latin edition (with paginated Mosheimii Praefatio): (Samuel and John Luchtmans: Lugduni Batavorum, 1773). Thomas Birch's Account (biography), first published (1743) in the Second Edition (London), and reprinted in subsequent editions. Birch supplied notes and references to Cudworth's text, after Mosheim. Paul Alexandre René Janet, Essai sur le médiateur plastique de Cudworth (Ladrange: Paris, 1860). John Tulloch, Rational theology and Christian Philosophy in England in the seventeenth century (William Blackwood and Sons: Edinburgh and London, 1874), ii, pp. 193–302. C.E. Lowrey, The Philosophy of Ralph Cudworth: a study of the True Intellectual System of the Universe (Phillips & Hunt: New York, 1884). James Martineau, Types of Ethical Theory (Clarendon Press: Oxford, 1885), ii, pp. 396–424. William Richard Scott, An Introduction to Cudworth's Treatise (Longmans, Green & Co.: London, 1891). Slawomir Raube, Deus explicatus: Stworzenie i Bóg w myśli Ralpha Cudwortha (Creation and God in Ralph Cudworth’s Thought) (Bialystok (Poland), 2000). External links Cambridge Platonists’ Research Group: Research Portal: Ralph Cudworth Bibliography Article on Cudworth in Treasures in Focus Blog, Christ's College, Cambridge No. 8, July 2013. R. Cudworth, The True Intellectual System of the Universe (1678) on Google Books R. Cudworth, The True Intellectual System of the Universe (1678; 3-volume edn: Tegg, 1845) on Internet Archive: Volume 1, Volume 2, and Volume 3. R. Cudworth, Sermon before the Commons, at Westminster, 31 March 1647 (1647; repr. 1852) R. Cudworth, A Treatise concerning Eternal and Immutable Morality (1731) R. Cudworth, They know Christ who keep his Commandments (repr. 1858) 1617 births 1688 deaths Cudworth family 17th-century philosophers 17th-century Anglican theologians 17th-century Christian mystics 17th-century English philosophers 17th-century English male writers Anglican philosophers Cambridge Platonists Christian Hebraists Critics of atheism Doctors of Divinity English Anglican priests English Anglican theologians English male non-fiction writers English theologians Fellows of Emmanuel College, Cambridge Fellows of Christ's College, Cambridge Fellows of the Royal Society Masters of Christ's College, Cambridge Masters of Clare College, Cambridge Regius Professors of Hebrew (Cambridge) People from South Somerset (district) Protestant mystics Alumni of Emmanuel College, Cambridge
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Rhineland-Palatinate (, ; ) is a western state of Germany. It covers and has about 4.05 million residents. It is the ninth largest and sixth most populous of the sixteen states. Mainz is the capital and largest city. Other cities are Ludwigshafen am Rhein, Koblenz, Trier, Kaiserslautern and Worms. It is bordered by North Rhine-Westphalia, Saarland, Baden-Württemberg and Hesse and by the countries France, Luxembourg and Belgium. Rhineland-Palatinate was established in 1946 after World War II, from parts of the former states of Prussia (part of its Rhineland province), Hesse and Bavaria (its former outlying Palatinate kreis or district), by the French military administration in Allied-occupied Germany. Rhineland-Palatinate became part of the Federal Republic of Germany in 1949 and shared the country's only border with the Saar Protectorate until the latter was returned to German control in 1957. Rhineland-Palatinate's natural and cultural heritage includes the extensive Palatinate winegrowing region, picturesque landscapes, and many castles and palaces. History The state of Rhineland-Palatinate was founded shortly after the Second World War, on 30 August 1946. It was formed mainly from the southern part of the Prussian Rhine Province (the of Koblenz and Trier), from Rhenish Hesse, from the western part of Nassau and the Bavarian Rhenish Palatinate minus the county of Saarpfalz. The Joint German-Luxembourg Sovereign Region () is the only unincorporated area of the state of Rhineland-Palatinate. This condominium is formed by the rivers Moselle, Sauer, and Our, where they run along the border between Luxembourg and Rhineland-Palatinate or the Saarland. Emergence The present state of Rhineland-Palatinate formed part of the French Zone of Occupation (1945–1949) after the Second World War. It comprised the former Bavarian Palatinate, the ("government districts") of Koblenz and Trier (which formed the southern part of the Prussian Rhine Province), the parts of the Province of Rhenish Hesse () west of the River Rhine and belonged to the People's State of Hesse (), parts of the Prussian province of Hesse-Nassau (Montabaur), and the former Oldenburg region around Birkenfeld (Principality of Birkenfeld). On 10 July 1945, the occupation authority on the soil of the present-day Rhineland-Palatinate transferred from the Americans to the French. To begin with, the French divided the region provisionally into two "upper presidiums" (), Rhineland-Hesse-Nassau (for the hitherto Prussian government districts and regions of Koblenz, Trier, and Montabaur) and Hesse-Palatinate (for the hitherto Bavarian Palatinate and old Hessian-Darmstadt province of Rhenish Hesse). The formation of the state was ordained on 30 August 1946, the last state in the Western Zone of Occupation to be established, by Regulation No. 57 of the French military government under General Marie-Pierre Kœnig. It was initially called Rhenish-Palatinate ( or ); the name Rhineland-Palatinate () was first confirmed in the constitution of 18 May 1947. The provisional French government at that time wanted originally to leave the option open of annexing further areas west of the Rhine after the Saarland was turned into a protectorate. When the Americans and British, however, had led the way with the establishment of German states, the French came under increasing pressure and eventually followed their example by setting up the states of Baden, Württemberg-Hohenzollern, and Rhineland-Palatinate. However, the French military government forbade the Saarland joining Rhineland-Palatinate. Mainz was named as the state capital in the regulation; the "Mixed Commission" (), named as the highest organ of state charged with the administration of the new state and with the preparation of an advisory state assembly, started its work in Mainz. However, war damage and destruction meant that Mainz did not have enough administrative buildings, so the headquarters of the state government and parliament was provisionally established in Koblenz. On 22 November 1946, the constituent meeting of the Advisory State Assembly () took place there, and a draft constitution was drawn up. Previously, local elections had been held. Wilhelm Boden was (after a short term of office as the of Rhineland-Hesse-Nassau) nominated on 2 December as the minister president of the new state by the French military government. Early years Adolf Süsterhenn submitted to the Advisory State Assembly a draft constitution, which was passed after several rounds of negotiation on 25 April 1947 in a final vote, with the absolute majority of the CDU voting for and the SPD and KPD voting against. A point of contention involved the draft constitution providing for separate schools based on Christian denomination. On 18 May 1947 53% of the electorate adopted the Constitution for Rhineland-Palatinate in a referendum. While the Catholic north and west of the new state adopted the constitution by a majority, the majority in Rhenish Hesse and the Palatinate voted against. On the same date the first elections took place for the state parliament, the Landtag of Rhineland-Palatinate. The inaugural assembly of parliament took place on 4 June 1947 in the large city hall at Koblenz. Wilhelm Boden was elected the first minister-president of Rhineland-Palatinate. Just one month later, Peter Altmeier succeeded him. The constitutional bodies -the Government (), the Parliament () and the Constitutional Court () – established their provisional seat in Koblenz. In the following period, Koblenz and Mainz each emphasized their suitability as the state capital in a public debate. From the beginning, Minister-President Altmeier pressed for Mainz as the capital because he knew that the south of the country, especially the Palatinate, would not accept Koblenz, which was far to the north and formerly Prussian. On 16 May 1950, the decided to relocate itself and the from Koblenz to Mainz. After the government and parliament moved to Mainz, many state authorities and courts remained in Koblenz, including the Constitutional Court and the State Archives. In addition, the German Federal Archives and Federal Office of Hydrology were established in Koblenz in 1952. Consolidation A sense of community developed only very gradually in the "land of the retort", which had been established largely without regard to the historical affiliations of its inhabitants. It was given little chance of survival, especially as it had very few large industrial centres. However, the establishment of numerous military bases, both Allied and Bundeswehr, helped to some extent to boost the economy. In 1956, under Article 29 of the Basic Law for the Federal Republic of Germany, petitions were made in the regions of Koblenz, Trier, Montabaur, Rhenish Hesse, and Palatinate for their separation from the state and incorporation into the respective states of North Rhine-Westphalia, Hesse, Bavaria, and Baden-Württemberg. All petitions for a referendum except those in the administrative district of Palatinate won the necessary majority; however, almost 20 years passed before the referenda finally took place. On 19 January 1975, none of the regions concerned returned a majority for being transferred to another state. This put an end to decades of discussion. Only the AKK conflict, a dispute over the districts of Mainz-Amöneburg, Mainz-Kastel, and Mainz-Kostheim, has continued to exercise politicians up to the present day. Geography Rhineland-Palatinate shares international borders with France (Grand Est), Luxembourg (Clervaux, Diekirch, Echternach, Grevenmacher, Remich, and Vianden), and Belgium (Wallonia). Within Germany, it neighbours are Baden-Württemberg, Hesse, North Rhine-Westphalia, and the Saarland. It is the ninth-largest state by area. Rhineland-Palatinate is part of the SaarLorLux euregion. With 42% of its area covered by forests, it is the most forested state along with Hesse. The state's major rivers are the Rhine, including the UNESCO World Heritage Site Middle Rhine, and the Moselle. Several crater lakes of volcanic origin are in the Eifel, the biggest of which is the Laacher See. The Rhenish Massif forms roughly the northern half of the state, including the regions Eifel, Moselle Valley, Hunsrück, Westerwald, and parts of the Taunus. The Palatinate forms the biggest part of the southern half along with Rhenish Hesse. The Nahe Valley separates both parts. Politics Administration Rhineland-Palatinate is divided into 24 districts (Landkreise), 12 independent cities (Kreisfreie Städte). Districts Listing with Vehicle registration plates of Germany Ahrweiler (AW) Altenkirchen (Westerwald) (AK) Alzey-Worms (AZ) Bad Dürkheim (DÜW) Bad Kreuznach (KH) Bernkastel-Wittlich (WIL, BKS) Birkenfeld (BIR) Cochem-Zell (COC, ZEL) Donnersbergkreis (KIB, ROK) Eifelkreis Bitburg-Prüm (BIT, PRÜ) Germersheim (GER) Kaiserslautern (KL) Kusel (KUS) Mainz-Bingen (MZ, BIN) Mayen-Koblenz (MYK, MY) Neuwied (NR) Rhein-Hunsrück-Kreis (SIM, GOA) Rhein-Lahn-Kreis (EMS, DIZ, GOH) Rhein-Pfalz-Kreis (RP) Südliche Weinstraße (SÜW) Südwestpfalz (PS, ZW) Trier-Saarburg (TR, SAB) Vulkaneifel (DAU) Westerwaldkreis (WW) Independent cities Listing with Vehicle registration plates of Germany Frankenthal (Pfalz) (FT) Kaiserslautern (KL) Koblenz (KO) Landau in der Pfalz (LD) Ludwigshafen am Rhein (LU) Mainz (MZ) Neustadt an der Weinstraße (NW) Pirmasens (PS) Speyer (SP) Trier (TR) Worms (WO) Zweibrücken (ZW) Demographics Largest cities The following table shows the ten largest cities of Rhineland-Palatinate: Vital statistics Births from January–August 2016 = 24,871 Births from January–August 2017 = 24,784 Deaths from January–August 2016 = 30,572 Deaths from January–August 2017 = 32,167 Natural growth from January–August 2016 = -5,701 Natural growth from January–August 2017 = -7,383 Religion , 40.3% of the population of the state adhered to the Roman Catholic Church and 26.8% to the Evangelical Church in Germany; 32.9% of the population is irreligious or adheres to other religions. Muslims made up 5.0% of the total. Jewish culture The league of ShUM-cities in the later Rhineland-Palatinate comprised the Jewish communities of Mainz, Speyer, and Worms, which became the center of Jewish life during medieval times. The Takkanot Shum (), or Enactments of ShU"M were a set of decrees formulated and agreed upon over a period of decades by their Jewish community leaders. Today, there are approximately 20,000 Jews (0.5% of the population) living in the state. Economy The gross domestic product (GDP) of the state was 147.0 billion euros in 2018, accounting for 4.4% of German economic output. GDP per capita adjusted for purchasing power was 33,100 euros or 110% of the EU27 average in the same year. The GDP per employee was 102% of the EU average. Industry Rhineland-Palatinate leads all German states with an export rate around 50%. Important sectors are the winegrowing, chemical, pharmaceutical, and auto parts industries. "Distinctive regional industries" includes gemstones, ceramics and glass, and leather. Small and medium enterprises are considered the "backbone" of the economy in Rhineland-Palatinate. The principal employer is the chemical and plastics processing industry, which is represented by BASF in Ludwigshafen. Boehringer, BioNTech, Joh. A. Benckiser, SGE Deutsche Holding, and Schott Glassworks conclude the top five companies in the state. Agriculture and viticulture Rhineland-Palatinate is Germany's leading producer of wine in terms of grape cultivation and wine export. Its capital, Mainz, may be called the capital of the German wine industry, being the home of the German Wine Institute, the German Wine Fund in the (House of German Wine), and the Wine Bourse, which brings together the top winemakers of Germany and the wine merchants of the world. Of 13 wine regions producing quality wine in Germany, six (, and ) are located in Rhineland-Palatinate, with 65 to 70% of the production of wine grapes in Germany having their origin within the state. About 13,000 wine producers generate 80 to 90% of the German wine export. The total estimated production from the six Rhineland-Palatinate regions was nearly 7 million hectoliters in 2018. Traditional grape varieties and a wide range of varieties developed during the last 125 years are characteristic for the region. Classical white varieties are cultivated at . These comprise the famous Rieslings , (), (), and (). The share of red varieties grew constantly during the last decades and amounts to . , a recent cultivar, is the leading red grape cultivated on , which is more than a third. () and () show also appreciable cultivated shares. In addition, , , Chardonnay as white varieties and Regent and St. Laurent as red varieties have been increasing their share, as the growing conditions improve in Rhineland-Palatinate. The state supports the wine industry by providing a comprehensive consultancy and education program in the service supply centers () of the land. The Geilweilerhof Institute for Grape Breeding is fully financed by the state. Many well-known new varieties such as , Bacchus, Optima, and Regent have been created in these institutes. The worldwide leader in sparkling wine production, producing 224,4 million bottles in 2017/18, is the renowned Group. This company is headquartered in Trier, with operations in several locations in Rhineland-Palatinate and 3 sites in France (Compagnie Française des Grands Vins (CFGV)). Other renowned sparkling wine producers such as , , and also had their roots in the region, but now belong to companies outside the state as a result of business consolidation. Unemployment The unemployment rate stood at 4.1% in October 2018 and was lower than the German average. See also Butterpfad References Further reading Kreuz – Rad – Löwe, Rheinland-Pfalz und seine Geschichte, Verlag Philipp von Zabern, Mainz 2012 Band 1 (Von den Anfängen der Erdgeschichte bis zum Ende des Alten Reiches): Bände 2 (Vom ausgehenden 18. Jahrhundert bis ins 21. Jahrhundert) und 3 (Historische Statistik): External links Official governmental portal 1946 establishments in West Germany States and territories established in 1946 History of the Palatinate (region) NUTS 1 statistical regions of the European Union Wine regions of Germany States of Germany
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A reflux suppressant is any one of a number of drugs used to combat oesophageal reflux. Commonly, following ingestion a 'raft' of alginic acid is created, floating on the stomach contents by carbon dioxide released by the drug. This forms a mechanical barrier to further reflux. Some preparations also contain antacids to protect the oesophagus. Reflux can also be coincidentally reduced by the motility stimulants and antidopaminergics. References Drugs acting on the gastrointestinal system and metabolism
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Ronald Harry Coase (; 29 December 1910 – 2 September 2013) was a British economist and author. He was the Clifton R. Musser Professor of Economics at the University of Chicago Law School, where he arrived in 1964 and remained for the rest of his life. He received the Nobel Memorial Prize in Economic Sciences in 1991. Coase believed economists should study real-world wealth creation, in the manner of Adam Smith, stating, "It is suicidal for the field to slide into a hard science of choice, ignoring the influences of society, history, culture, and politics on the working of the economy." He believed economic study should reduce emphasis on price theory or theoretical markets and instead focus on real markets. He established the case for the corporation as a means to pay the costs of operating a marketplace. Coase is best known for two articles: "The Nature of the Firm" (1937), which introduces the concept of transaction costs to explain the nature and limits of firms; and "The Problem of Social Cost" (1960), which suggests that well-defined property rights could overcome the problems of externalities if it were not for transaction costs (see Coase theorem). Additionally, Coase's transaction costs approach is currently influential in modern organizational economics, where it was reintroduced by Oliver E. Williamson. Biography Ronald Harry Coase was born in Willesden, a suburb of London, on 29 December 1910. His father, Henry Joseph Coase (1884–1973) was a telegraphist for the post office, as was his mother, Rosalie Elizabeth Coase (née Giles; 1882–1972), before marriage. As a child, Coase had a weakness in his legs, for which he was required to wear leg-irons. Due to this problem, he attended the school for physical defectives. At the age of 12, he was able to enter Kilburn Grammar School on scholarship. At Kilburn, he studied for the intermediate examination of the University of London as an external student in 1927–29. Coase married Marion Ruth Hartung of Chicago, Illinois in Willesden, England, 7 August 1937. Although they were unable to have children, they were married 75 years until her death in 2012, making him one of the longest-married Nobel Prize laureates. Coase attended the London School of Economics, where he took courses with Arnold Plant and received a bachelor of commerce degree in 1932. During his undergraduate studies, Coase received the Sir Ernest Cassel Travelling Scholarship, awarded by the University of London. He used this to visit the University of Chicago in 1931–1932 and studied with Frank Knight and Jacob Viner. Coase's colleagues would later admit that they did not remember this first visit. Between 1932 and 1934, Coase was an assistant lecturer at the Dundee School of Economics and Commerce, which later became part of the University of Dundee. Subsequently, Coase was an assistant lecturer in commerce at the University of Liverpool between 1934 and 1935 before returning to London School of Economics as a member of staff until 1951. He then started to work at the University at Buffalo and retained his British citizenship after moving to the United States in the 1950s. In 1958, he moved to the University of Virginia. Coase settled at the University of Chicago in 1964 and became the co-editor of the Journal of Law and Economics with Aaron Director. He was also for a time a trustee of the Philadelphia Society. He received the Nobel Prize in Economics in 1991. Nearing his 100th birthday, Coase was working on a book concerning the rise of the economies of China and Vietnam. In an interview, Coase explained the mission of the Coase China Society and his vision of economics and the part to be played by Chinese economists. This became "How China Became Capitalist" (2012) co-authored with Ning Wang. Coase was honoured and received an honorary doctorate from the university at Buffalo Department of Economics in May 2012. Coase died in Chicago on 2 September 2013, at the age of 102. His wife had died on 17 October 2012. He was praised across the political spectrum, with Slate calling him "one of the most distinguished economists in the world" and Forbes calling him "the greatest of the many great University of Chicago economists". The Washington Post called his work over eight decades "impossible to summarize" while recommending five of his papers to read. Contributions to economics "The Nature of the Firm" In "The Nature of the Firm" (1937), a brief but highly influential essay, Coase attempts to explain why the economy features a number of business firms instead of consisting exclusively of a multitude of independent, self-employed people who contract with one another. Given that "production could be carried on without any organization [that is, firms] at all", Coase asks, why and under what conditions should we expect firms to emerge? Since modern firms can only emerge when an entrepreneur of some sort begins to hire people, Coase's analysis proceeds by considering the conditions under which it makes sense for an entrepreneur to seek hired help instead of contracting out for some particular task. The traditional economic theory of the time (in the tradition of Adam Smith) suggested that, because the market is "efficient" (that is, those who are best at providing each good or service most cheaply are already doing so), it should always be cheaper to contract out than to hire. Coase noted, however, a number of transaction costs involved in using the market; the cost of obtaining a good or service via the market actually exceeds the price of the good. Other costs, including search and information costs, bargaining costs, keeping trade secrets, and policing and enforcement costs, can all potentially add to the cost of procuring something from another party. This suggests that firms will arise which can internalise the production of goods and services required to deliver a product, thus avoiding these costs. This argument sets the stage for the later contributions by Oliver Williamson: markets and hierarchies are alternative co-ordination mechanisms for economic transactions. There is a natural limit to what a firm can produce internally, however. Coase notices "decreasing returns to the entrepreneur function", including increasing overhead costs and increasing propensity for an overwhelmed manager to make mistakes in resource allocation. These factors become countervailing costs to the use of the firm. Coase argues that the size of a firm (as measured by how many contractual relations are "internal" to the firm and how many "external") is a result of finding an optimal balance between the competing tendencies of the costs outlined above. In general, making the firm larger will initially be advantageous, but the decreasing returns indicated above will eventually kick in, preventing the firm from growing indefinitely. Other things being equal, therefore, a firm will tend to be larger: the lower the costs of organising and the slower these costs rise with an increase in the number of transactions organised the less likely the entrepreneur is to make mistakes and the smaller the increase in mistakes with an increase in the transactions organised the greater the lowering (or the smaller the rise) in the supply price of factors of production to firms of larger size The first two costs will increase with the spatial distribution of the transactions organised and the dissimilarity of the transactions. This explains why firms tend to either be in different geographic locations or to perform different functions. Additionally, technology changes that mitigate the cost of organising transactions across space may allow firms to become larger – the advent of the telephone and of cheap air travel, for example, would be expected to increase the size of firms. A further exploration of the dichotomy between markets and hierarchies as co-ordination mechanisms for economic transactions, derived a third alternative way called Commons based peer production, in which individuals successfully collaborate on large-scale projects following a diverse cluster of motivational drives and social signals. "The Problem of Social Cost" Upon publishing his article The Federal Communications Commission in 1959, Coase received negative feedback from the faculty at the University of Chicago over his conclusions and apparent conflicts with A. C. Pigou. According to Coase, "What I said was thought to run counter to Pigou's analysis by a number of economists at the University of Chicago and was therefore, according to them, wrong. At a meeting in Chicago I was able to convince these economists that I was right and Pigou's analysis faulty." Coase had presented his paper in 1960 during a seminar in Chicago, to twenty senior economist including George Stigler and Milton Friedman. He gradually won over the usually skeptic audience, in what has later been considered a "paradigm-shifting moment" in the genesis of Chicago Law and Economics. Coase would join the Chicago faculty four years later. Published in the Journal of Law and Economics in 1960, while Coase was a member of the Economics department at the University of Virginia, "The Problem of Social Cost" provided the key insight that it is unclear where the blame for externalities lies. The example he gave was of a rancher whose cattle stray onto the cropland of his neighbour. If the rancher is made to restrict his cattle, he is harmed just as the farmer is if the cattle remain unrestrained. Coase argued that without transaction costs the initial assignment of property rights makes no difference to whether or not the farmer and rancher can achieve the economically efficient outcome. If the cost of restraining cattle by, say, building a fence, is less than the cost of crop damage, the fence will be built. The initial assignment of property rights determines who builds the fence. If the farmer is responsible for the crop damage, the farmer will pay for the fence (as long the fence costs less than the crop damage). The allocation of property rights is primarily an equity issue, with consequences for the distribution of income and wealth, rather than an efficiency issue. With sufficient transaction costs, initial property rights matter for both equity and efficiency. From the point of view of economic efficiency, property rights should be assigned such that the owner of the rights wants to take the economically efficient action. To elaborate, if it is efficient not to restrict the cattle, the rancher should be given the rights (so that cattle can move about freely), whereas if it is efficient to restrict the cattle, the farmer should be given the rights over the movement of the cattle (so the cattle are restricted). This seminal argument forms the basis of the famous Coase theorem as labelled by Stigler. Law and economics Though trained as an economist, Coase spent much of his career working in a law school. He is a central figure in the development of the subfield of law and economics. He viewed law and economics as having two parts, the first "using the economists' approach and concepts to analyze the working of the legal system, often called the economic analysis of the law"; and the second "a study of the influence of the legal system on the working of the economic system." Coase said that the second part "is the part of law and economics in which I am most interested." In his Simons Lecture celebrating the centennial of the University of Chicago, titled "Law and Economics at Chicago", Coase noted that he only accidentally wandered into the field: Despite wandering accidentally into law and economics, the opportunity to edit the Journal of Law and Economics was instrumental in bringing him to the University of Chicago: Coase believed that the University of Chicago was the intellectual center of law and economics. He concluded his Simons lecture by stating: I am very much aware that, in concentrating in this lecture on law and economics at Chicago, I have neglected other significant contributions to the subject made elsewhere such as those by Guido Calabresi at Yale, by Donald Turner at Harvard, and by others. But it can hardly be denied that in the emergence of the subject of law and economics, Chicago has played a very significant part and one of which the University can be proud. Coase conjecture Another important contribution of Coase is the Coase conjecture, which states that an informal argument that durable-goods monopolists do not have market power because they are unable to commit to not lowering their prices in future periods. Political views When asked what he considered his politics to be, Coase stated, I really don't know. I don't reject any policy without considering what its results are. If someone says there's going to be regulation, I don't say that regulation will be bad. Let's see. What we discover is that most regulation does produce, or has produced in recent times, a worse result. But I wouldn't like to say that all regulation would have this effect because one can think of circumstances in which it doesn't. Coase admitted that early in life, he aligned himself with socialism. Guido Calabresi wrote that Coase's focus on transaction costs in The Nature of the Firm was the result of his socialist beliefs. Reflecting on this, Coase wrote: "It is very difficult to know where one's ideas come from but for all I know he may well be right." Coase continued: Ronald Coase Institute Coase was research advisor to the Ronald Coase Institute, an organisation that promotes research on institutions and organizations – the laws, rules, customs, and norms – that govern real economic systems, with particular support for young scholars from developing and transitional countries. Coase-Sandor Institute for Law and Economics The University of Chicago Law School carries on the legacy of Ronald Coase through the mission of the Coase-Sandor Institute for Law and Economics. Each year, the University of Chicago Law School hosts the Coase Lecture, which was delivered in 2003 by Ronald Coase himself. Publications (Nobel Prize lecture) Coase, R. H. (1994) Essays on Economics and Economists. The University of Chicago Press. . How China Became Capitalist (2012) co-authored with Ning Wang. Palgrave Macmillan. . See also Government failure Horizontal integration List of think tanks Vertical integration References Bibliography External links A video of Prof. Coase talking about law and economics Wireless Communications and Computing at a Crossroads, Journal on Telecommunications & High Technology Law, Vol. 3, No. 2p, p. 205, 239 Coase Institute "Looking for Results", interview in Reason by Thomas W. Hazlett 2003 Coase Centennial Speech delivered by Coase (500MB QuickTime video file) "Why do Firms Exist?", Schumpeter, The Economist, 2010. Russ Roberts's "Coase on Externalities, the Firm, and the State of Economics" from the Library of Economics and Liberty No Cheap Victories – Last Interview and Tribute Ronald Coase and the Misuse of Economics by John Cassidy, The New Yorker, 2013 Guide to the Ronald H. Coase Papers 1805–2013 at the University of Chicago Special Collections Research Center 1910 births 2013 deaths Alumni of University of London Worldwide Alumni of the University of London Alumni of the London School of Economics English business theorists English economists Economics writers Law and economics scholars Historians of economic thought Nobel laureates in Economics People educated at Kilburn Grammar School People from Willesden Public choice theory University at Buffalo faculty University of Chicago faculty University of Virginia faculty English centenarians Men centenarians University of Virginia alumni English Nobel laureates 20th-century English historians 20th-century English male writers 21st-century English historians 20th-century economists 21st-century economists New institutional economists Environmental economists Cato Institute people Academics of the University of Dundee Earhart Foundation Fellows Distinguished Fellows of the American Economic Association Academics of the London School of Economics Corresponding Fellows of the British Academy
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In ring theory, a branch of abstract algebra, a ring homomorphism is a structure-preserving function between two rings. More explicitly, if R and S are rings, then a ring homomorphism is a function such that f is: addition preserving: for all a and b in R, multiplication preserving: for all a and b in R, and unit (multiplicative identity) preserving: . Additive inverses and the additive identity are part of the structure too, but it is not necessary to require explicitly that they too are respected, because these conditions are consequences of the three conditions above. If in addition f is a bijection, then its inverse f−1 is also a ring homomorphism. In this case, f is called a ring isomorphism, and the rings R and S are called isomorphic. From the standpoint of ring theory, isomorphic rings cannot be distinguished. If R and S are rngs, then the corresponding notion is that of a rng homomorphism, defined as above except without the third condition f(1R) = 1S. A rng homomorphism between (unital) rings need not be a ring homomorphism. The composition of two ring homomorphisms is a ring homomorphism. It follows that the class of all rings forms a category with ring homomorphisms as the morphisms (cf. the category of rings). In particular, one obtains the notions of ring endomorphism, ring isomorphism, and ring automorphism. Properties Let be a ring homomorphism. Then, directly from these definitions, one can deduce: f(0R) = 0S. f(−a) = −f(a) for all a in R. For any unit element a in R, f(a) is a unit element such that . In particular, f induces a group homomorphism from the (multiplicative) group of units of R to the (multiplicative) group of units of S (or of im(f)). The image of f, denoted im(f), is a subring of S. The kernel of f, defined as , is an ideal in R. Every ideal in a ring R arises from some ring homomorphism in this way. The homomorphism f is injective if and only if . If there exists a ring homomorphism then the characteristic of S divides the characteristic of R. This can sometimes be used to show that between certain rings R and S, no ring homomorphisms can exist. If Rp is the smallest subring contained in R and Sp is the smallest subring contained in S, then every ring homomorphism induces a ring homomorphism . If R is a field (or more generally a skew-field) and S is not the zero ring, then f is injective. If both R and S are fields, then im(f) is a subfield of S, so S can be viewed as a field extension of R. If R and S are commutative and I is an ideal of S then f−1(I) is an ideal of R. If R and S are commutative and P is a prime ideal of S then f−1(P) is a prime ideal of R. If R and S are commutative, M is a maximal ideal of S, and f is surjective, then f−1(M) is a maximal ideal of R. If R and S are commutative and S is an integral domain, then ker(f) is a prime ideal of R. If R and S are commutative, S is a field, and f is surjective, then ker(f) is a maximal ideal of R. If f is surjective, P is prime (maximal) ideal in R and , then f(P) is prime (maximal) ideal in S. Moreover, The composition of ring homomorphisms is a ring homomorphism. For each ring R, the identity map is a ring homomorphism. Therefore, the class of all rings together with ring homomorphisms forms a category, the category of rings. The zero map sending every element of R to 0 is a ring homomorphism only if S is the zero ring (the ring whose only element is zero). For every ring R, there is a unique ring homomorphism . This says that the ring of integers is an initial object in the category of rings. For every ring R, there is a unique ring homomorphism from R to the zero ring. This says that the zero ring is a terminal object in the category of rings. Examples The function , defined by is a surjective ring homomorphism with kernel nZ (see modular arithmetic). The function defined by is a rng homomorphism (and rng endomorphism), with kernel 3Z6 and image 2Z6 (which is isomorphic to Z3). There is no ring homomorphism for . The complex conjugation is a ring homomorphism (this is an example of a ring automorphism.) If R and S are rings, the zero function from R to S is a ring homomorphism if and only if S is the zero ring. (Otherwise it fails to map 1R to 1S.) On the other hand, the zero function is always a rng homomorphism. If R[X] denotes the ring of all polynomials in the variable X with coefficients in the real numbers R, and C denotes the complex numbers, then the function defined by (substitute the imaginary unit i for the variable X in the polynomial p) is a surjective ring homomorphism. The kernel of f consists of all polynomials in R[X] which are divisible by . If is a ring homomorphism between the rings R and S, then f induces a ring homomorphism between the matrix rings . A unital algebra homomorphism between unital associative algebras over a commutative ring R is a ring homomorphism that is also R-linear. Non-examples Given a product of rings , the natural inclusion is not a ring homomorphism (unless is the zero ring); this is because the map does not send the multiplicative identity of to that of , namely . The category of rings Endomorphisms, isomorphisms, and automorphisms A ring endomorphism is a ring homomorphism from a ring to itself. A ring isomorphism is a ring homomorphism having a 2-sided inverse that is also a ring homomorphism. One can prove that a ring homomorphism is an isomorphism if and only if it is bijective as a function on the underlying sets. If there exists a ring isomorphism between two rings R and S, then R and S are called isomorphic. Isomorphic rings differ only by a relabeling of elements. Example: Up to isomorphism, there are four rings of order 4. (This means that there are four pairwise non-isomorphic rings of order 4 such that every other ring of order 4 is isomorphic to one of them.) On the other hand, up to isomorphism, there are eleven rngs of order 4. A ring automorphism is a ring isomorphism from a ring to itself. Monomorphisms and epimorphisms Injective ring homomorphisms are identical to monomorphisms in the category of rings: If is a monomorphism that is not injective, then it sends some r1 and r2 to the same element of S. Consider the two maps g1 and g2 from Z[x] to R that map x to r1 and r2, respectively; and are identical, but since f is a monomorphism this is impossible. However, surjective ring homomorphisms are vastly different from epimorphisms in the category of rings. For example, the inclusion is a ring epimorphism, but not a surjection. However, they are exactly the same as the strong epimorphisms. See also Change of rings Ring extension Citations Notes References Ring theory Morphisms
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Rigel, designated β Orionis (Latinized to Beta Orionis, abbreviated Beta Ori, β Ori), is a blue supergiant star in the constellation of Orion, approximately from Earth. Rigel is the brightest and most massive componentand the eponymof a star system of at least four stars that appear as a single blue-white point of light to the naked eye. A star of spectral type B8Ia, Rigel is calculated to be anywhere from 61,500 to 363,000 times as luminous as the Sun, and 18 to 24 times as massive, depending on the method and assumptions used. Its radius is more than seventy times that of the Sun, and its surface temperature is . Due to its stellar wind, Rigel's mass-loss is estimated to be ten million times that of the Sun. With an estimated age of seven to nine million years, Rigel has exhausted its core hydrogen fuel, expanded, and cooled to become a supergiant. It is expected to end its life as a typeII supernova, leaving a neutron star or a black hole as a final remnant, depending on the initial mass of the star. Rigel varies slightly in brightness, its apparent magnitude ranging from 0.05 to 0.18. It is classified as an Alpha Cygni variable due to the amplitude and periodicity of its brightness variation, as well as its spectral type. Its intrinsic variability is caused by pulsations in its unstable atmosphere. Rigel is generally the seventh-brightest star in the night sky and the brightest star in Orion, though it is occasionally outshone by Betelgeuse, which varies over a larger range. A triple-star system is separated from Rigel by . It has an apparent magnitude of 6.7, making it 1/400th as bright as Rigel. Two stars in the system can be seen by large telescopes, and the brighter of the two is a spectroscopic binary. These three stars are all blue-white main sequence stars, each three to four times as massive as the Sun. Rigel and the triple system orbit a common center of gravity with a period estimated to be 24,000 years. The inner stars of the triple system orbit each other every 10 days, and the outer star orbits the inner pair every 63 years. A much fainter star, separated from Rigel and the others by nearly an arc minute, may be part of the same star system. Nomenclature In 2016, the International Astronomical Union (IAU) included the name "Rigel" in the IAU Catalog of Star Names. According to the IAU, this proper name applies only to the primary component A of the Rigel system. In historical astronomical catalogs, the system is listed variously as HII33, Σ668, β555, or ADS3823. For simplicity, Rigel's companions are referred to as Rigel B, C, and D; the IAU describes such names as "useful nicknames" that are "unofficial". In modern comprehensive catalogs, the whole multiple star system is known as WDS 05145-0812 or CCDM 05145–0812. The designation of Rigel as β Orionis (Latinized to Beta Orionis) was made by Johann Bayer in 1603. The "beta" designation is commonly given to the second-brightest star in each constellation, but Rigel is almost always brighter than α Orionis (Betelgeuse). Astronomer James B. Kaler has speculated that Rigel was designated by Bayer during a rare period when it was outshone by the variable star Betelgeuse, resulting in the latter star being designated "alpha" and Rigel designated "beta". Bayer did not strictly order the stars by brightness, instead grouping them by magnitude. Rigel and Betelgeuse were both considered to be of the first magnitude class, and in Orion the stars of each class are thought to have been ordered north to south. Rigel is included in the General Catalogue of Variable Stars, but since it already has a Bayer designation it has no separate variable star designation. Rigel has many other stellar designations taken from various catalogs, including the Flamsteed designation 19Orionis (19 Ori), the Bright Star Catalogue entry HR1713, and the Henry Draper Catalogue number HD34085. These designations frequently appear in the scientific literature, but rarely in popular writing. Observation Rigel is an intrinsic variable star with an apparent magnitude ranging from 0.05 to 0.18. It is typically the seventh-brightest star in the celestial sphere, excluding the Sun, although occasionally fainter than Betelgeuse. It is fainter than Capella, which may also vary slightly in brightness. Rigel appears slightly blue-white and has a B-V color index of −0.06. It contrasts strongly with reddish Betelgeuse. Culminating every year at midnight on 12 December, and at 9:00pm on 24 January, Rigel is visible on winter evenings in the Northern Hemisphere and on summer evenings in the Southern Hemisphere. In the Southern Hemisphere, Rigel is the first bright star of Orion visible as the constellation rises. Correspondingly it is also the first star of Orion to set in most of the Northern Hemisphere. The star is a vertex of the "Winter Hexagon", an asterism that includes Aldebaran, Capella, Pollux, Procyon, and Sirius. Rigel is a prominent equatorial navigation star, being easily located and readily visible in all the world's oceans (the exception is the area north of the 82nd parallel north). Spectroscopy Rigel's spectral type is a defining point of the classification sequence for supergiants. The overall spectrum is typical for a late B class star, with strong absorption lines of the hydrogen Balmer series as well as neutral helium lines and some of heavier elements such as oxygen, calcium, and magnesium. The luminosity class for B8 stars is estimated from the strength and narrowness of the hydrogen spectral lines, and Rigel is assigned to the bright supergiant class Ia. Variations in the spectrum have resulted in the assignment of different classes to Rigel, such as B8 Ia, B8 Iab, and B8 Iae. As early as 1888, the heliocentric radial velocity of Rigel, as estimated from the Doppler shifts of its spectral lines, was seen to vary. This was confirmed and interpreted at the time as being due to a spectroscopic companion with a period of about 22 days. The radial velocity has since been measured to vary by about around a mean of . In 1933, the Hα line in Rigel's spectrum was seen to be unusually weak and shifted towards shorter wavelengths, while there was a narrow emission spike about to the long wavelength side of the main absorption line. This is now known as a P Cygni profile after a star that shows this feature strongly in its spectrum. It is associated with mass loss where there is simultaneously emission from a dense wind close to the star and absorption from circumstellar material expanding away from the star. The unusual Hα line profile is observed to vary unpredictably. Around a third of the time it is a normal absorption line. About a quarter of the time it is a double-peaked line, that is, an absorption line with an emission core or an emission line with an absorption core. About a quarter of the time it has a P Cygni profile; most of the rest of the time the line has an inverse P Cygni profile, where the emission component is on the short wavelength side of the line. Rarely, there is a pure emission Hα line. The line profile changes are interpreted as variations in the quantity and velocity of material being expelled from the star. Occasional very high-velocity outflows have been inferred, and, more rarely, infalling material. The overall picture is one of large looping structures arising from the photosphere and driven by magnetic fields. Variability Rigel has been known to vary in brightness since at least 1930. The small amplitude of Rigel's brightness variation requires photoelectric or CCD photometry to be reliably detected. This brightness variation has no obvious period. Observations over 18 nights in 1984 showed variations at red, blue, and yellow wavelengths of up to 0.13 magnitudes on timescales of a few hours to several days, but again no clear period. Rigel's color index varies slightly, but this is not significantly correlated with its brightness variations. From analysis of Hipparcos satellite photometry, Rigel is identified as belonging to the Alpha Cygni class of variable stars, defined as "non-radially pulsating supergiants of the Bep–AepIa spectral types". In those spectral types, the 'e' indicates that it displays emission lines in its spectrum, while the 'p' means it has an unspecified spectral peculiarity. Alpha Cygni type variables are generally considered to be irregular or have quasi-periods. Rigel was added to the General Catalogue of Variable Stars in the 74th name-list of variable stars on the basis of the Hipparcos photometry, which showed variations with a photographic amplitude of 0.039 magnitudes and a possible period of 2.075 days. Rigel was observed with the Canadian MOST satellite for nearly 28 days in 2009. Milli-magnitude variations were observed, and gradual changes in flux suggest the presence of long-period pulsation modes. Mass loss From observations of the variable Hα spectral line, Rigel's mass-loss rate due to stellar wind is estimated be solar masses per year (/yr)—about ten million times more than the mass-loss rate from the Sun. More detailed optical and Kband infrared spectroscopic observations, together with VLTI interferometry, were taken from 2006 to 2010. Analysis of the Hα and Hγ line profiles, and measurement of the regions producing the lines, show that Rigel's stellar wind varies greatly in structure and strength. Loop and arm structures were also detected within the wind. Calculations of mass loss from the Hγ line give in 2006-7 and in 2009–10. Calculations using the Hα line give lower results, around . The terminal wind velocity is . It is estimated that Rigel has lost about three solar masses () since beginning life as a star of seven to nine million years ago. Distance Rigel's distance from the Sun is somewhat uncertain, different estimates being obtained by different methods. The 2007 Hipparcos new reduction of Rigel's parallax is , giving a distance of with a margin of error of about 9%. Rigel B, usually considered to be physically associated with Rigel and at the same distance, has a Gaia Data Release 2 parallax of , suggesting a distance around . However, the measurements for this object may be unreliable. Indirect distance estimation methods have also been employed. For example, Rigel is believed to be in a region of nebulosity, its radiation illuminating several nearby clouds. Most notable of these is the 5°-long IC 2118 (Witch Head Nebula), located at an angular separation of 2.5° from the star, or a projected distance of away. From measures of other nebula-embedded stars, IC2118's distance is estimated to be . Rigel is an outlying member of the Orion OB1 Association, which is located at a distance of up to from Earth. It is a member of the loosely defined Taurus-Orion R1 Association, somewhat closer at . Rigel is thought to be considerably closer than most of the members of Orion OB1 and the Orion Nebula. Betelgeuse and Saiph lie at a similar distance to Rigel, although Betelgeuse is a runaway star with a complex history and might have originally formed in the main body of the association. Stellar system Hierarchical scheme for Rigel's components The star system of which Rigel is a part has at least four components. Rigel (sometimes called Rigel A to distinguish from the other components) has a visual companion, which is likely a close triple-star system. A fainter star at a wider separation might be a fifth component of the Rigel system. William Herschel discovered Rigel to be a visual double star on 1 October 1781, cataloguing it as star 33 in the "second class of double stars" in his Catalogue of Double Stars, usually abbreviated to HII33, or as H233 in the Washington Double Star Catalogue. Friedrich Georg Wilhelm von Struve first measured the relative position of the companion in 1822, cataloguing the visual pair as Σ 668. The secondary star is often referred to as Rigel B or β Orionis B. The angular separation of Rigel B from Rigel A is 9.5 arc seconds to its south along position angle 204°. Although not particularly faint at visual magnitude 6.7, the overall difference in brightness from Rigel A (about 6.6 magnitudes or 440 times fainter) makes it a challenging target for telescope apertures smaller than . At Rigel's estimated distance, Rigel B's projected separation from Rigel A is over 2,200astronomical units (AU). Since its discovery, there has been no sign of orbital motion, although both stars share a similar common proper motion. The pair would have an estimated orbital period of 24,000years. Gaia Data Release 2(DR2) contains a somewhat unreliable parallax for Rigel B, placing it at about , further away than the Hipparcos distance for Rigel, but similar to the Taurus-Orion R1 association. There is no parallax for Rigel in Gaia DR2. The Gaia DR2 proper motions for Rigel B and the Hipparcos proper motions for Rigel are both small, although not quite the same. In 1871, Sherburne Wesley Burnham suspected Rigel B to be a binary system, and in 1878, he resolved it into two components. This visual companion is designated as component C (Rigel C), with a measured separation from component B that varies from less than to around . In 2009, speckle interferometry showed the two almost identical components separated by , with visual magnitudes of 7.5 and 7.6, respectively. Their estimated orbital period is 63years. Burnham listed the Rigel multiple system as β555 in his double star catalog or BU555 in modern use. Component B is a double-lined spectroscopic binary system, which shows two sets of spectral lines combined within its single stellar spectrum. Periodic changes observed in relative positions of these lines indicate an orbital period of 9.86days. The two spectroscopic components Rigel Ba and Rigel Bb cannot be resolved in optical telescopes but are known to both be hot stars of spectral type around B9. This spectroscopic binary, together with the close visual component Rigel C, is likely a physical triple-star system, although Rigel C cannot be detected in the spectrum, which is inconsistent with its observed brightness. In 1878, Burnham found another possibly associated star of approximately 13th magnitude. He listed it as component D of β555, although it is unclear whether it is physically related or a coincidental alignment. Its 2017 separation from Rigel was , almost due north at a position angle of 1°. Gaia DR2 finds it to be a 12th magnitude sunlike star at approximately the same distance as Rigel. Likely a K-type main-sequence star, this star would have an orbital period of around 250,000 years, if it is part of the Rigel system. A spectroscopic companion to Rigel was reported on the basis of radial velocity variations, and its orbit was even calculated, but subsequent work suggests the star does not exist and that observed pulsations are intrinsic to Rigel itself. Physical characteristics Rigel is a blue supergiant that has exhausted the hydrogen fuel in its core, expanded and cooled as it moved away from the main sequence across the upper part of the Hertzsprung–Russell diagram. When it was on the main sequence, its effective temperature would have been around . Rigel's complex variability at visual wavelengths is caused by stellar pulsations similar to those of Deneb. Further observations of radial velocity variations indicate that it simultaneously oscillates in at least 19 non-radial modes with periods ranging from about 1.2 to 74 days. Estimation of many physical characteristics of blue supergiant stars, including Rigel, is challenging due to their rarity and uncertainty about how far they are from the Sun. As such, their characteristics are mainly estimated from theoretical stellar evolution models. Its effective temperature can be estimated from the spectral type and color to be around . A mass of at an age of million years has been estimated by comparing evolutionary tracks, while atmospheric modeling from the spectrum gives a mass of . Although Rigel is often considered the most luminous star within 1,000 light-years of the Sun, its energy output is poorly known. Using the Hipparcos distance of , the estimated relative luminosity for Rigel is about 120,000 times that of the Sun (), but another recently published distance of suggests an even higher luminosity of . Other calculations based on theoretical stellar evolutionary models of Rigel's atmosphere give luminosities anywhere between and , while summing the spectral energy distribution from historical photometry with the Hipparcos distance suggests a luminosity as low as . A 2018 study using the Navy Precision Optical Interferometer measured the angular diameter as . After correcting for limb darkening, the angular diameter is found to be , yielding a radius of . An older measurement of the angular diameter gives , equivalent to a radius of at . These radii are calculated assuming the Hipparcos distance of ; adopting a distance of leads to a significantly larger size. Due to their closeness to each other and ambiguity of the spectrum, little is known about the intrinsic properties of the members of the Rigel BC triple system. All three stars seem to be near equally hot B-type main-sequence stars that are three to four times as massive as the Sun. Evolution Stellar evolution models suggest the pulsations of Rigel are powered by nuclear reactions in a hydrogen-burning shell that is at least partially non-convective. These pulsations are stronger and more numerous in stars that have evolved through a red supergiant phase and then increased in temperature to again become a blue supergiant. This is due to the decreased mass and increased levels of fusion products at the surface of the star. Rigel is likely to be fusing helium in its core. Due to strong convection of helium produced in the core while Rigel was on the main sequence and in the hydrogen-burning shell since it became a supergiant, the fraction of helium at the surface has increased from 26.6% when the star formed to 32% now. The surface abundances of carbon, nitrogen, and oxygen seen in the spectrum are compatible with a post-red supergiant star only if its internal convection zones are modeled using non-homogeneous chemical conditions known as the Ledoux Criteria. Rigel is expected to eventually end its stellar life as a type II supernova. It is one of the closest known potential supernova progenitors to Earth, and would be expected to have a maximum apparent magnitude of around (about the same brightness as a quarter Moon or around 300 times brighter than Venus ever gets.) The supernova would leave behind either a black hole or a neutron star. Etymology and cultural significance The earliest known recording of the name Rigel is in the Alfonsine tables of 1521. It is derived from the Arabic name , "the left leg (foot) of Jauzah" (i.e. rijl meaning "leg, foot"), which can be traced to the 10th century. "Jauzah" was a proper name for Orion; an alternative Arabic name was , "the foot of the great one", from which stems the rarely used variant names Algebar or Elgebar. The Alphonsine tables saw its name split into "Rigel" and "Algebar", with the note, et dicitur Algebar. Nominatur etiam Rigel. Alternate spellings from the 17th century include Regel by Italian astronomer Giovanni Battista Riccioli, Riglon by German astronomer Wilhelm Schickard, and Rigel Algeuze or Algibbar by English scholar Edmund Chilmead. With the constellation representing the mythological Greek huntsman Orion, Rigel is his knee or (as its name suggests) foot; with the nearby star Beta Eridani marking Orion's footstool. Rigel is presumably the star known as "Aurvandil's toe" in Norse mythology. In the Caribbean, Rigel represented the severed leg of the folkloric figure Trois Rois, himself represented by the three stars of Orion's Belt. The leg had been severed with a cutlass by the maiden Bįhi (Sirius). The Lacandon people of southern Mexico knew it as tunsel ("little woodpecker"). Rigel was known as Yerrerdet-kurrk to the Wotjobaluk koori of southeastern Australia, and held to be the mother-in-law of Totyerguil (Altair). The distance between them signified the taboo preventing a man from approaching his mother-in-law. The indigenous Boorong people of northwestern Victoria named Rigel as Collowgullouric Warepil. The Wardaman people of northern Australia know Rigel as the Red Kangaroo Leader Unumburrgu and chief conductor of ceremonies in a songline when Orion is high in the sky. Eridanus, the river, marks a line of stars in the sky leading to it, and the other stars of Orion are his ceremonial tools and entourage. Betelgeuse is Ya-jungin "Owl Eyes Flicking", watching the ceremonies. The Māori people of New Zealand named Rigel as Puanga, said to be a daughter of Rehua (Antares), the chief of all-stars. Its heliacal rising presages the appearance of Matariki (the Pleiades) in the dawn sky, marking the Māori New Year in late May or early June. The Moriori people of the Chatham Islands, as well as some Maori groups in New Zealand, mark the start of their New Year with Rigel rather than the Pleiades. Puaka is a southern name variant used in the South Island. In Japan, the Minamoto or Genji clan chose Rigel and its white color as its symbol, calling the star Genji-boshi (), while the Taira or Heike clan adopted Betelgeuse and its red color. The two powerful families fought the Genpei War; the stars were seen as facing off against each other and kept apart only by the three stars of Orion's Belt. In modern culture The MS Rigel was originally a Norwegian ship, built in Copenhagen in 1924. It was requisitioned by the Germans during World War II and sunk in 1944 while being used to transport prisoners of war. Two US Navy ships have borne the name USS Rigel. The SSM-N-6 Rigel was a cruise missile program for the US Navy that was cancelled in 1953 before reaching deployment. The Rigel Skerries are a chain of small islands in Antarctica, renamed after originally being called Utskjera. They were given their current name as Rigel was used as an astrofix. Mount Rigel, elevation , is also in Antarctica. Due to its brightness and its recognizable name, Rigel is also a popular fixture in science fiction. Fictional depictions of Rigel can be found in Star Trek, The Hitchhiker's Guide to the Galaxy, and many more books, films, and games. Kang and Kodos of The Simpsons identify the fictional "Rigel VII" from Star Trek as their home planet. See also Orion (Chinese astronomy) Notes References External links December double star of the monthbeta Orionis Astronomical Society of Southern Africa My Favorite Double Star AAVSO B-type supergiants B-type main-sequence stars Alpha Cygni variables Multiple star systems Orion (constellation) Arabic words and phrases Orionis, Beta BD-08 1063 Orionis, 19 034085 024436 Stars with proper names
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Richard Lester Meyers (born October 2, 1949), better known by his stage name Richard Hell, is an American singer, songwriter, bass guitarist and writer. Hell was in several important, early punk bands, including Neon Boys, Television and The Heartbreakers, after which he formed Richard Hell & the Voidoids. Their 1977 album Blank Generation influenced many other punk bands. Its title track was named "One of the 500 Songs That Shaped Rock" by music writers in the Rock and Roll Hall of Fame listing and is ranked as one of the all-time Top 10 punk songs by a 2006 poll of original British punk figures, as reported in the Rough Guide to Punk. Since the late 1980s, Hell has devoted himself primarily to writing, publishing two novels and several other books. He was the film critic for BlackBook magazine from 2004 to 2006. Biography Early life and career Richard Lester Meyers was born in Lexington, Kentucky in 1949. His father, a secular Jew, was an experimental psychologist, researching animal behavior. He died when Hell was 7 years old. Hell was then raised by his mother, who came from Methodists of Welsh and English ancestry. After her husband's death, she returned to school and became a professor. Hell attended the Sanford School in Delaware for one year, where he became friends with Tom Miller, who later changed his name to Tom Verlaine. They ran away from school together and a short time later were arrested in Alabama for arson and vandalism. Hell never finished high school, instead moving to New York City to make his way as a poet. In New York he met fellow young poet David Giannini, and moved to Santa Fe, New Mexico for several months, where Giannini and Meyers co-founded Genesis:Grasp. They used an AM VariTyper with changeable fonts to publish the magazine. They began publishing books and magazines, but decided to go their separate ways in 1971, after which Hell created and published Dot Books. Before he was 21, his own poems were published in numerous periodicals, ranging from Rolling Stone to the New Directions Annuals. In 1971, along with Verlaine, Hell also published under the pseudonym Theresa Stern, a fictional poet whose photo was actually a combination of both his and Verlaine's faces in drag, superimposed over one another to create a new identity. A book of poems credited to "Stern", Wanna Go Out?, was released by Dot in 1973. The Neon Boys, Television and the Heartbreakers In 1972, Verlaine joined Hell in New York and formed the Neon Boys. In 1974, the band added a second guitarist, Richard Lloyd, and changed their name to Television. Television's performances at CBGB helped kick-start the first wave of punk bands, inspiring a number of different artists including Patti Smith, who wrote the first press review of Television for the SoHo Weekly News in June 1974. She formed a highly successful band of her own, the Patti Smith Group.<ref>{{Cite web|url=https://www.rollingstone.com/culture/culture-news/richard-hell-on-new-memoir-i-never-really-thought-of-anything-i-did-as-punk-246004/|title=Richard Hell on New Memoir: 'I Never Really Thought of Anything I Did As 'Punk|last=Sullivan|first=James|date=2013-03-27|website=Rolling Stone|language=en-US|access-date=2019-12-13}}</ref> Television was one of the early bands to play at CBGB because their manager, Terry Ork, persuaded owner Hilly Kristal to book them alongside the Ramones. They also built the club's first stage. Hell started playing his punk rock anthem "Blank Generation" during his time in Television. In early 1975, Hell parted ways with Television after a dispute over creative control. Hell claimed that he and Verlaine had originally divided the songwriting evenly, but that later Verlaine sometimes refused to play Hell's songs. Verlaine remained silent on the subject. Hell left Television the same week that Jerry Nolan and Johnny Thunders quit the New York Dolls. In May 1975, the three of them formed the Heartbreakers (not to be confused with Tom Petty's band, which adopted the same name the following year). After one show, Walter Lure joined the Heartbreakers as a second guitarist. Four Heartbreakers demo tracks, recorded while Hell was still in the band, were later released on that band's L.A.M.F. Definitive Edition reissue. A live album recorded with Hell in 1975 was released as What Goes Around... in 1991. Richard Hell and the Voidoids In early 1976, Hell quit the Heartbreakers and started Richard Hell and the Voidoids with Robert Quine, Ivan Julian and Marc Bell. The band released two albums, though the second, Destiny Street, retained only Quine from the original group, with Naux (Juan Maciel) on guitar and Fred Maher on drums. Hell's best known songs with the Voidoids included "Blank Generation", "Love Comes in Spurts", "The Kid With the Replaceable Head" and "Time". In 2009, the guitar tracks on Destiny Street were re-recorded and released as Destiny Street Repaired, with guitarists Julian, Marc Ribot and Bill Frisell playing to the original rhythm tracks. Also in 2009, Hell gave his blessing to the public access program Pancake Mountain to create an animated music video for "The Kid with the Replaceable Head". It was the Voidoids' first and only official music video. The cut used for the animation appears on Hell's 2005 retrospective album, Spurts, The Richard Hell Story. Dim Stars and other collaborations Hell's only other album release was as part of the band Dim Stars, for which he came out of retirement for a month in the early 1990s. Dim Stars featured guitarist Thurston Moore and drummer Steve Shelley from Sonic Youth, Gumball's guitarist Don Fleming, and Quine. They formed only to record a 1991 EP and a 1992 album, both titled Dim Stars, and played one show in public, a WFMU benefit at The Ritz in Manhattan. Hell played bass, sang lead vocals and wrote the lyrics for the album. Hell also guested on the 1993 Roller Coaster album by Shotgun Rationale, and co-wrote and sang lead vocals on the song "Never Mind" by the Heads, a 1996 collaborative effort between three former members of Talking Heads. BooksThe Voidoid, a novella written in 1973, was finally published by CodeX in 1993. It was reissued in 2009 by 38th Street Publishers with illustrations by Kier Cooke Sandvik. Early poetry collections by Hell include I Was a Spiral on the Floor (1988) and Across the Years (1992), both published by Soyo Publications.Artifact: Notebooks from Hell 1974–1980, a collection of Hell's punk-era journals, was released in 1990 by Hanuman Books.A Cultural Dictionary of Punk: 1974-1982 by Nicholas Rombes In 1996, Scribner published Hell's first full-length novel, Go Now, set in 1980 and drawn largely from his own experiences. Hell released a collection of short pieces (poems, essays and drawings) called Hot and Cold in 2001. His second novel, Godlike, was published in 2005 by Akashic Books as part of Dennis Cooper's Little House on the Bowery Series. Also published in 2005 was Rabbit Duck, a book of 13 poems written in collaboration with David Shapiro. More recent works include Psychopts (2008), a collaboration with artist Christopher Wool, as well as Disgusting (2010) and I Dreamed I Was a Very Clean Tramp (2013). Hell's nonfiction has been widely anthologized, including a number of appearances in "best music writing" collections. The Toilet Paper Columns (2007) compiled his columns for the Colorado alternative magazine Toilet Paper, while Massive Pissed Love: Nonfiction 2001-2014 was issued by Soft Skull Press in 2015. Hell's archive of his manuscripts, tapes, correspondence (written and email), journals and other documents of his life was purchased for $50,000 by New York University's Fales Library in 2003. A mural in Hell's hometown of Lexington, Kentucky, created by students from Lexington Montessori High School, was completed in June 2019. The mural, located in the city's North Limestone neighborhood, has three parts: two profiles of Hell, and a quote from his autobiography, I Dreamed I Was a Very Clean Tramp. "This was in Lexington, Ky. when everybody was a kid. I looked for caves and birds and ran away from home. My favorite thing to do was to run away. The words ‘let’s run away’ still sounds magical to me." Films Hell has appeared in several low-budget films, most notably Susan Seidelman's Smithereens. Other acting appearances include Ulli Lommel's Blank Generation, Nick Zedd's Geek Maggot Bingo, Rachel Amadeo's What About Me? and Rachid Kerdouche's Final Reward. Hell had a non-speaking cameo role as Madonna's murdered boyfriend in Seidelman's 1985 Desperately Seeking Susan. Personal life Hell was married to Scandal's Patty Smyth for two years during 1985–86, and they had a daughter, Ruby. Hell married Sheelagh Bevan in 2002; however the couple divorced in 2017. In January 2020, it was mentioned on Hell's website that he had begun a relationship with novelist Katherine Faw. Discography With The Heartbreakers Compilation albums L.A.M.F. Definitive Edition (2012, Jungle Records) Live albumsWhat Goes Around... (1991, Bomp! Records) Live at Mothers (1991) Yonkers Demo 1976 (2019) With Richard Hell and the Voidoids Studio albumsBlank Generation (1977, Sire Records)Destiny Street (1982, Red Star Records) Compilation albums Destiny Street Repaired (2009, Insound) Live albums Funhunt: Live at CBGB's and Max's 1978 and 1979 (1990, ROIR)Gone to Hell (2008, Vinyl Japan) As Richard Hell Compilation albums R.I.P. (1984, ROIR)Across the Years box set (1991, Soyo Records)Time (2002, Matador Records)Spurts: The Richard Hell Story (2005, Sire Records/Rhino Records) EPsAnother World (1976, Ork/Stiff Records)3 New Songs (1992, Overground Records)Go Now (1995, CodeX/Tim-Kerr Records) With Dim Stars Studio albumsDim Stars (1992, Caroline Records) EPsDim Stars (1991, Ecstatic Peace!) BibliographyWanna Go Out? with Tom Verlaine, as "Theresa Stern" (1973, Dot Books)I Was a Spiral on the Floor (1988, Soyo Publications)Artifact: Notebooks from Hell 1974–1980. No. 37 (1990, Hanuman Books)Across the Years (1992, Soyo Publications)The Voidoid (1993, CodeX)Go Now (1996, Scribner)Weather (1998, CUZ Editions)Hot and Cold (2001, powerHouse Books)Rabbit Duck with David Shapiro (2005, Repair Books)Godlike (2005, Akashic Books)The Toilet Paper Columns (2007, CUZ Editions)Psychopts with Christopher Wool (2008, JMc & GHB)Disgusting (2010, 38th Street Publishers)I Dreamed I Was a Very Clean Tramp (2013, Ecco)Massive Pissed Love: Nonfiction 2001-2014 (2015, Soft Skull Press) FilmographyFinal Reward (1978)Blank Generation (1980)Smithereens (1982)Geek Maggot Bingo (1983)Desperately Seeking Susan (1985)No Picnic (1987)What About Me' (1993)Blind Light (1998) References Further reading The Richard Hell Papers are located in the Fales Library at New York University. The Fales Library Guide to the Richard Hell Papers Nathan Brackett. The New Rolling Stone Album Guide, Simon and Schuster (2004) Mallory Curley. A Cookie Mueller Encyclopedia, Randy Press (2010) Bernard Gendron. Between Montmartre and the Mudd Club: Popular Music and the Avant-Garde, University of Chicago Press (2002) Clinton Heylin. From the Velvets to the Voidoids, Penguin Books (1993) Legs McNeil and Gillian McCain. Please Kill Me, the Uncensored Oral History of Punk, Grove Press (1996) Al Spicer. The Rough Guide to Punk'', Rough Guides/Penguin (2006) External links Richard Hell's official website Richard Hell Papers at Fales Library and Special Collections at New York University Interview with Richard Hell about Wikipedia and "what is truth" (2008) 1949 births American people of English descent American people of Jewish descent American people of Welsh descent American punk rock singers Male actors from Kentucky Musicians from Lexington, Kentucky Living people Protopunk musicians Punk poets Jewish singers Writers from Lexington, Kentucky Actors from Lexington, Kentucky 20th-century American novelists 21st-century American novelists American male novelists 21st-century American poets American male poets 20th-century American male actors American male film actors Singers from Kentucky Songwriters from Kentucky Rock musicians from Kentucky Jews in punk rock The Heartbreakers (punk rock band) members Richard Hell and the Voidoids members Television (band) members Neon Boys members 20th-century American male writers 21st-century American male writers Novelists from Kentucky 20th-century American bass guitarists Dim Stars members
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Regression or regressions may refer to: Science Marine regression, coastal advance due to falling sea level, the opposite of marine transgression Regression (medicine), a characteristic of diseases to express lighter symptoms or less extent (mainly for tumors), without disappearing totally Regression (psychology), a defensive reaction to some unaccepted impulses Statistics Regression analysis, a statistical technique for estimating the relationships among variables. There are several types of regression: Linear regression Simple linear regression Logistic regression Nonlinear regression Nonparametric regression Robust regression Stepwise regression Regression toward the mean, a common statistical phenomenon Computing Software regression, the appearance of a bug which was absent in a previous revision Regression testing, a software testing method which seeks to uncover regression bugs Hypnosis Age regression in therapy, a process claiming to retrieve memories Past life regression, a process claiming to retrieve memories of previous lives Other uses Infinite regress, a problem in epistemology Regression (film), a horror film directed and written by Alejandro Amenábar, starring Ethan Hawke and Emma Watson Regressions (album), 2010 album by Cleric See also Regress (disambiguation)
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Slime mold or slime mould is an informal name given to several kinds of unrelated eukaryotic organisms that can live freely as single cells, but can also aggregate together to form multicellular reproductive structures. Slime molds were formerly classified as fungi but are no longer considered part of that kingdom. Although not forming a single monophyletic clade, they are grouped within the paraphyletic group, kingdom Protista. More than 900 species of slime mold occur globally. Their common name refers to part of some of these organisms' life cycles where they can appear as gelatinous "slime". This is mostly seen with the Myxogastria, which are the only macroscopic slime molds. Most slime molds are smaller than a few centimetres, but some species may reach sizes up to several square metres and masses up to 20 kilograms. Many slime molds, mainly the "cellular" slime molds, do not spend most of their time in this state. When food is abundant, these slime molds exist as single-celled organisms. When food is in short supply, many of these single-celled organisms will congregate and start moving as a single body. In this state they are sensitive to airborne chemicals and can detect food sources. They can readily change the shape and function of parts, and may form stalks that produce fruiting bodies, releasing countless spores, light enough to be carried on the wind or hitch a ride on passing animals. They feed on microorganisms that live in any type of dead plant material. They contribute to the decomposition of dead vegetation, and feed on bacteria, yeasts, and fungi. For this reason, slime molds are usually found in soil, lawns, and on the forest floor, commonly on deciduous logs. In tropical areas they are also common on inflorescences and fruits, and in aerial situations (e.g., in the canopy of trees). In urban areas, they are found on mulch or in the leaf mold in rain gutters, and also grow in air conditioners, especially when the drain is blocked. Taxonomy Older classification Slime molds, as a group, are polyphyletic. They were originally represented by the subkingdom Gymnomycota in the Fungi kingdom and included the defunct phyla Myxomycota, Acrasiomycota, and Labyrinthulomycota. Slime molds are now divided among several supergroups, none of which is included in the kingdom Fungi. Slime molds can generally be divided into two main groups. A plasmodial slime mold is enclosed within a single membrane without walls and is one large cell. This "supercell" (a syncytium) is essentially a bag of cytoplasm containing thousands of individual nuclei. See heterokaryosis. By contrast, cellular slime molds spend most of their lives as individual unicellular protists, but when a chemical signal is secreted, they assemble into a cluster that acts as one organism. Modern classification In more strict terms, slime molds comprise the mycetozoan group of the amoebozoa. Mycetozoa include the following three groups: Myxogastria or myxomycetes: syncytial, plasmodial, or acellular slime molds Dictyosteliida or dictyostelids: cellular slime molds Protosteloids: amoeboid slime molds that form fruiting bodies Even at this level of classification there are conflicts to be resolved. Recent molecular evidence shows that, while the first two groups are likely to be monophyletic, the protosteloids are likely to be polyphyletic. For this reason, scientists are currently trying to understand the relationships among these three groups. The most commonly encountered are the Myxogastria. A common slime mold that forms tiny brown tufts on rotting logs is Stemonitis. Another form, which lives in rotting logs and is often used in research, is Physarum polycephalum. In logs, it has the appearance of a slimy web-work of yellow threads, up to a few feet in size. Fuligo forms yellow crusts in mulch. The Dictyosteliida – cellular slime molds – are distantly related to the plasmodial slime molds and have a very different lifestyle. Their amoebae do not form huge coenocytes, and remain individual. They live in similar habitats and feed on microorganisms. When food is depleted and they are ready to form sporangia, they do something radically different. They release signal molecules into their environment, by which they find each other and create swarms. These amoebae then join up into a tiny multicellular slug-like coordinated creature, which crawls to an open lit place and grows into a fruiting body. Some of the amoebae become spores to begin the next generation, but some of the amoebae sacrifice themselves to become a dead stalk, lifting the spores up into the air. The protosteloids have characters intermediate between the previous two groups, but they are much smaller, the fruiting bodies only forming one to a few spores. Non-amoebozoan slime molds include: Acrasids (order Acrasida): slime molds which belong to the Heterolobosea within the supergroup Excavata. They have a similar life style to Dictyostelids, but their amoebae behave differently, having eruptive pseudopodia. They used to belong to the defunct phylum of Acrasiomycota. Plasmodiophorids (order Plasmodiophorida): parasitic protists which belong to the supergroup Rhizaria. They can cause cabbage club root disease and powdery scab tuber disease. The Plasmodiophorids also form coenocytes, but are internal parasites of plants (e.g., club root disease of cabbages). Labyrinthulomycota: slime nets, which belong to the superphylum Heterokonta as the class Labyrinthulomycetes. They are marine and form labyrinthine networks of tubes in which amoeba without pseudopods can travel. Fonticula is a cellular slime mold that forms a fruiting body in a "volcano" shape. Fonticula is not closely related to either the Dictyosteliida or the Acrasidae. A 2009 paper finds it to be related to Nuclearia, which in turn is related to fungi. Life cycle Slime molds begin life as amoeba-like cells. These unicellular amoebae are commonly haploid and feed on bacteria. These amoebae can mate if they encounter the correct mating type and form zygotes that then grow into plasmodia. These contain many nuclei without cell membranes between them, and can grow to meters in size. The species Fuligo septica is often seen as a slimy yellow network in and on rotting logs. The amoebae and the plasmodia engulf microorganisms. The plasmodium grows into an interconnected network of protoplasmic strands. Within each protoplasmic strand, the cytoplasmic contents rapidly stream. If one strand is carefully watched for about 50 seconds, the cytoplasm can be seen to slow, stop, and then reverse direction. The streaming protoplasm within a plasmodial strand can reach speeds of up to 1.35 mm per second, which is the fastest rate recorded for any microorganism. Migration of the plasmodium is accomplished when more protoplasm streams to advancing areas and protoplasm is withdrawn from rear areas. When the food supply wanes, the plasmodium will migrate to the surface of its substrate and transform into rigid fruiting bodies. The fruiting bodies or sporangia are what are commonly seen. They superficially look like fungi or molds but are not related to the true fungi. These sporangia will then release spores which hatch into amoebae to begin the life cycle again. Reproduction of Physarum polycephalum Slime molds are isogamous organisms, which means their reproductive cells are all the same size. There are over 900 species of slime molds that exist today. Physarum polycephalum is one species that has three reproductive genes – matA, matB, and matC. The first two types have thirteen separate variations. MatC, however, only has three variations. Each reproductively mature slime mold contains two copies of each of the three reproductive genes. When Physarum polycephalum is ready to make its reproductive cells, it grows a bulbous extension of its body to contain them. Each cell is created with a random combination of the genes that the slime mold contains within its genome. Therefore, it can create cells with up to eight different gene types. Once these cells are released, they are independent and tasked with finding another cell it is able to fuse with. Other Physarum polycephalum may contain different combinations of the matA, matB, and matC genes, allowing over 500 possible variations. It is advantageous for organisms with this type of reproductive cell to have many mating types because the likelihood of the cells finding a partner is greatly increased. At the same time, the risk of inbreeding is drastically reduced. Reproduction of Dictyostelium discoideum Dictyostelium discoideum is another species of slime mold that has many different mating types. When this organism has entered the stage of reproduction, it releases an attractant, called acrasin. Acrasin is made up of cyclic adenosine monophosphate, or cyclic AMP. Cyclic AMP is crucial in passing hormone signals between reproductive cells. When it comes time for the cells to fuse, Dictyostelium discoideum has mating types of its own that dictate which cells are compatible with each other. These include NC-4, WS 582, WS 583, WS 584, WS 5-1, WS 7, WS 10, WS 11-1, WS 28-1, WS 57-6, and WS 112b. A scientific study demonstrated the compatibility of these eleven mating types of Dictyostelium discoideum by monitoring the formation of macrocysts. For example, WS 583 is very compatible with WS 582, but not NC-4. It was concluded that cell contact between the compatible mating types needs to occur before macrocysts can form. Plasmodia In Myxogastria, the plasmodial portion of the life cycle only occurs after syngamy, which is the fusion of cytoplasm and nuclei of myxoamoebae or swarm cells. The diploid zygote becomes a multinucleated plasmodium through multiple nuclear divisions without further cell division. Myxomycete plasmodia are multinucleate masses of protoplasm that move by cytoplasmic streaming. In order for the plasmodium to move, cytoplasm must be diverted towards the leading edge from the lagging end. This process results in the plasmodium advancing in fan-like fronts. As it moves, plasmodium also gains nutrients through the phagocytosis of bacteria and small pieces of organic matter. The plasmodium also has the ability to subdivide and establish separate plasmodia. Conversely, separate plasmodia that are genetically similar and compatible can fuse together to create a larger plasmodium. If conditions become dry, then the plasmodium will form a sclerotium, essentially a dry and dormant state. If conditions become moist again, then the sclerotium absorbs water and an active plasmodium is restored. When the food supply wanes, the Myxomycete plasmodium will enter the next stage of its life cycle forming haploid spores, often in a well-defined sporangium or other spore-bearing structure. Behavior When a slime mold mass or mound is physically separated, the cells find their way back to re-unite. Studies on Physarum polycephalum have even shown an ability to learn and predict periodic unfavorable conditions in laboratory experiments. John Tyler Bonner, a professor of ecology known for his studies of slime molds, argues that they are "no more than a bag of amoebae encased in a thin slime sheath, yet they manage to have various behaviors that are equal to those of animals who possess muscles and nerves with ganglia – that is, simple brains." Atsushi Tero of Hokkaido University grew Physarum in a flat wet dish, placing the mold in a central position representing Tokyo and oat flakes surrounding it corresponding to the locations of other major cities in the Greater Tokyo Area. As Physarum avoids bright light, light was used to simulate mountains, water and other obstacles in the dish. The mold first densely filled the space with plasmodia, and then thinned the network to focus on efficiently connected branches. The network strikingly resembled Tokyo's rail system. Slime mold Physarum polycephalum was also used by Andrew Adamatzky from the University of the West of England and his colleagues world-wide in experimental laboratory approximations of motorway networks of 14 geographical areas: Australia, Africa, Belgium, Brazil, Canada, China, Germany, Iberia, Italy, Malaysia, Mexico, the Netherlands, UK and US. The filamentary structure of slime molds such as Physarum polycephalum forming a network to food sources is similar to the large scale galaxy filament structure of the universe. This observation has led astronomers to use simulations based on the behaviour of slime molds to inform their search for dark matter. See also Sorocarp Swarming motility Water mold, or Oomycete, a kind of protist References External links Nova: The Secret Mind of Slime https://www.pbs.org/wgbh/nova/video/secret-mind-of-slime/ Slime Mould Solves Maze Puzzle from abc.net.au Slime Mould duplicates Rail Networks from The Economist Designing highways the slime mould way from New Scientist Hunting Slime Molds from Smithsonian Magazine Myxomycetes.net Myxomycetes photo gallery Common names of organisms Eukaryotes
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Science fiction (sometimes shortened to sci-fi or SF) is a genre of speculative fiction which typically deals with imaginative and futuristic concepts such as advanced science and technology, space exploration, time travel, parallel universes, and extraterrestrial life. It has been called the "literature of ideas", and it often explores the potential consequences of scientific, social, and technological innovations. Science fiction can trace its roots back to ancient mythology, and is related to fantasy, horror, and superhero fiction, and contains many subgenres. Its exact definition has long been disputed among authors, critics, scholars, and readers. Science fiction, in literature, film, television, and other media, has become popular and influential over much of the world, and it is also often said to inspire a "sense of wonder". Besides providing entertainment, it can also criticize present-day society and explore alternatives. Definitions American science fiction author and editor Lester del Rey wrote, "Even the devoted aficionado or fan—has a hard time trying to explain what science fiction is," and the lack of a "full satisfactory definition" is because "there are no easily delineated limits to science fiction." According to Isaac Asimov, "Science fiction can be defined as that branch of literature which deals with the reaction of human beings to changes in science and technology." Robert A. Heinlein wrote that "A handy short definition of almost all science fiction might read: realistic speculation about possible future events, based solidly on adequate knowledge of the real world, past and present, and on a thorough understanding of the nature and significance of the scientific method." Part of the reason that it is so difficult to pin down an agreed definition of science fiction is because there is a tendency among science fiction enthusiasts to act as their own arbiter in deciding what exactly constitutes science fiction. Damon Knight summed up the difficulty, saying "science fiction is what we point to when we say it." Ultimately, it may be more useful to talk around science fiction as the intersection of other, more concrete, genres and subgenres. Alternative terms Forrest J Ackerman is credited with first using the term "sci-fi" (analogous to the then-trendy "hi-fi") in about 1954. As science fiction entered popular culture, writers and fans active in the field came to associate the term with low-budget, low-tech "B-movies," and with low-quality pulp science fiction. By the 1970s, critics within the field, such as Damon Knight and Terry Carr, were using "sci fi" to distinguish hack-work from serious science fiction. Peter Nicholls writes that "SF" (or "sf") is "the preferred abbreviation within the community of sf writers and readers." Robert Heinlein found even "science fiction" insufficient for certain types of works in this genre, and suggested the term speculative fiction to be used instead for those that are more "serious" or "thoughtful." History Some scholars assert that science fiction had its beginnings in ancient times, when the line between myth and fact was blurred. Written in the 2nd century CE by the satirist Lucian, A True Story contains many themes and tropes characteristic of modern science fiction, including travel to other worlds, extraterrestrial lifeforms, interplanetary warfare, and artificial life. Some consider it the first science-fiction novel. Some of the stories from The Arabian Nights, along with the 10th-century The Tale of the Bamboo Cutter and Ibn al-Nafis's 13th-century Theologus Autodidactus, also contain elements of science fiction. Written during the Scientific Revolution and the Age of Enlightenment, Johannes Kepler's Somnium (1634), Francis Bacon's New Atlantis (1627), Athanasius Kircher's Itinerarium extaticum (1656), Cyrano de Bergerac's Comical History of the States and Empires of the Moon (1657) and The States and Empires of the Sun (1662), Margaret Cavendish's "The Blazing World" (1666), Jonathan Swift's Gulliver's Travels (1726), Ludvig Holberg's Nicolai Klimii Iter Subterraneum (1741) and Voltaire's Micromégas (1752) are regarded as some of the first true science-fantasy works. Isaac Asimov and Carl Sagan considered Somnium the first science-fiction story; it depicts a journey to the Moon and how the Earth's motion is seen from there. Following the 17th-century development of the novel as a literary form, Mary Shelley's Frankenstein (1818) and The Last Man (1826) helped define the form of the science-fiction novel. Brian Aldiss has argued that Frankenstein was the first work of science fiction. Edgar Allan Poe wrote several stories considered to be science fiction, including "The Unparalleled Adventure of One Hans Pfaall" (1835) which featured a trip to the Moon. Jules Verne was noted for his attention to detail and scientific accuracy, especially in Twenty Thousand Leagues Under the Sea (1870). In 1887, the novel El anacronópete by Spanish author Enrique Gaspar y Rimbau introduced the first time machine. Many critics consider H. G. Wells one of science fiction's most important authors, or even "the Shakespeare of science fiction." His notable science-fiction works include The Time Machine (1895), The Island of Doctor Moreau (1896), The Invisible Man (1897), and The War of the Worlds (1898). His science fiction imagined alien invasion, biological engineering, invisibility, and time travel. In his non-fiction futurologist works he predicted the advent of airplanes, military tanks, nuclear weapons, satellite television, space travel, and something resembling the World Wide Web. Edgar Rice Burroughs' A Princess of Mars, published in 1912, was the first of his three-decade-long planetary romance series of Barsoom novels which were set on Mars and featured John Carter as the hero. In 1926, Hugo Gernsback published the first American science-fiction magazine, Amazing Stories. In its first issue he wrote: In 1928, E. E. "Doc" Smith's first published work, The Skylark of Space, written in collaboration with Lee Hawkins Garby, appeared in Amazing Stories. It is often called the first great space opera. The same year, Philip Francis Nowlan's original Buck Rogers story, Armageddon 2419, also appeared in Amazing Stories. This was followed by a Buck Rogers comic strip, the first serious science-fiction comic. In 1937, John W. Campbell became editor of Astounding Science Fiction, an event which is sometimes considered the beginning of the Golden Age of Science Fiction, which is characterized by stories celebrating scientific achievement and progress. In 1942, Isaac Asimov started his Foundation series, which chronicles the rise and fall of galactic empires and introduced psychohistory. The series was later awarded a one-time Hugo Award for "Best All-Time Series." The "Golden Age" is often said to have ended in 1946, but sometimes the late 1940s and the 1950s are included. Theodore Sturgeon's More Than Human (1953) explored possible future human evolution. In 1957, Andromeda: A Space-Age Tale by the Russian writer and paleontologist Ivan Yefremov presented a view of a future interstellar communist civilization and is considered one of the most important Soviet science fiction novels. In 1959, Robert A. Heinlein's Starship Troopers marked a departure from his earlier juvenile stories and novels. It is one of the first and most influential examples of military science fiction, and introduced the concept of powered armor exoskeletons. The German space opera series Perry Rhodan, written by various authors, started in 1961 with an account of the first Moon landing and has since expanded in space to multiple universes, and in time by billions of years. It has become the most popular science fiction book series of all time. In the 1960s and 1970s, New Wave science fiction was known for its embrace of a high degree of experimentation, both in form and in content, and a highbrow and self-consciously "literary" or "artistic" sensibility. In 1961, Solaris by Stanisław Lem was published in Poland. The novel dealt with the theme of human limitations as its characters attempted to study a seemingly intelligent ocean on a newly discovered planet. 1965's Dune by Frank Herbert featured a much more complex and detailed imagined future society than had previous science fiction. In 1967 Anne McCaffrey began her Dragonriders of Pern science fantasy series. Two of the novellas included in the first novel, Dragonflight, made McCaffrey the first woman to win a Hugo or Nebula Award. In 1968, Philip K. Dick's Do Androids Dream of Electric Sheep?, was published. It is the literary source of the Blade Runner movie franchise. 1969's The Left Hand of Darkness by Ursula K. Le Guin was set on a planet in which the inhabitants have no fixed gender. It is one of the most influential examples of social science fiction, feminist science fiction, and anthropological science fiction. In 1979, Science Fiction World began publication in the People's Republic of China. It dominates the Chinese science fiction magazine market, at one time claiming a circulation of 300,000 copies per issue and an estimated 3-5 readers per copy (giving it a total estimated readership of at least 1 million), making it the world's most popular science fiction periodical. In 1984, William Gibson's first novel, Neuromancer, helped popularize cyberpunk and the word "cyberspace," a term he originally coined in his 1982 short story Burning Chrome. In 1986, Shards of Honor by Lois McMaster Bujold began her Vorkosigan Saga. 1992's Snow Crash by Neal Stephenson predicted immense social upheaval due to the information revolution. In 2007, Liu Cixin's novel, The Three-Body Problem, was published in China. It was translated into English by Ken Liu and published by Tor Books in 2014, and won the 2015 Hugo Award for Best Novel, making Liu the first Asian writer to win the award. Emerging themes in late 20th and early 21st century science fiction include environmental issues, the implications of the Internet and the expanding information universe, questions about biotechnology, nanotechnology, and post-scarcity societies. Recent trends and subgenres include steampunk, biopunk, and mundane science fiction. Film The first, or at least one of the first, recorded science fiction film is 1902's A Trip to the Moon, directed by French filmmaker Georges Méliès. It was profoundly influential on later filmmakers, bringing a different kind of creativity and fantasy to the cinematic medium. In addition, Méliès's innovative editing and special effects techniques were widely imitated and became important elements of the medium. 1927's Metropolis, directed by Fritz Lang, is the first feature-length science fiction film. Though not well received in its time, it is now considered a great and influential film. In 1954, Godzilla, directed by Ishirō Honda, began the kaiju subgenre of science fiction film, which feature large creatures of any form, usually attacking a major city or engaging other monsters in battle. 1968's 2001: A Space Odyssey, directed by Stanley Kubrick and based on the work of Arthur C. Clarke, rose above the mostly B-movie offerings up to that time both in scope and quality, and greatly influenced later science fiction films. That same year, Planet of the Apes (the original), directed by Franklin J. Schaffner and based on the 1963 French novel La Planète des Singes by Pierre Boulle, was released to popular and critical acclaim, due in large part to its vivid depiction of a post-apocalyptic world in which intelligent apes dominate humans. In 1977, George Lucas began the Star Wars film series with the film now identified as "Star Wars: Episode IV – A New Hope." The series, often called a space opera, went on to become a worldwide popular culture phenomenon, and the second-highest-grossing film series of all time. Since the 1980s, science fiction films, along with fantasy, horror, and superhero films, have dominated Hollywood's big-budget productions. Science fiction films often "cross-over" with other genres, including animation (WALL-E - 2008, Big Hero 6 - 2014), gangster (Sky Racket - 1937), Western (Serenity - 2005), comedy (Spaceballs -1987, Galaxy Quest - 1999), war (Enemy Mine - 1985), action (Edge of Tomorrow - 2014, The Matrix - 1999), adventure (Jupiter Ascending - 2015, Interstellar - 2014), sports (Rollerball - 1975), mystery (Minority Report - 2002), thriller (Ex Machina - 2014), horror (Alien - 1979), film noir (Blade Runner - 1982), superhero (Marvel Cinematic Universe - 2008-), drama (Melancholia - 2011, Predestination - 2014), and romance (Her - 2013). Television Science fiction and television have consistently been in a close relationship. Television or television-like technologies frequently appeared in science fiction long before television itself became widely available in the late 1940s and early 1950s. The first known science fiction television program was a thirty-five-minute adapted excerpt of the play RUR, written by the Czech playwright Karel Čapek, broadcast live from the BBC's Alexandra Palace studios on 11 February 1938. The first popular science fiction program on American television was the children's adventure serial Captain Video and His Video Rangers, which ran from June 1949 to April 1955. The Twilight Zone (the original series), produced and narrated by Rod Serling, who also wrote or co-wrote most of the episodes, ran from 1959 to 1964. It featured fantasy, suspense, and horror as well as science fiction, with each episode being a complete story. Critics have ranked it as one of the best TV programs of any genre. The animated series The Jetsons, while intended as comedy and only running for one season (1962–1963), predicted many inventions now in common use: flat-screen televisions, newspapers on a computer-like screen, computer viruses, video chat, tanning beds, home treadmills, and more. In 1963, the time travel-themed Doctor Who premiered on BBC Television. The original series ran until 1989 and was revived in 2005. It has been extremely popular worldwide and has greatly influenced later TV science fiction. Other programs in the 1960s included The Outer Limits (1963-1965), Lost in Space (1965-1968), and The Prisoner (1967). Star Trek (the original series), created by Gene Roddenberry, premiered in 1966 on NBC Television and ran for three seasons. It combined elements of space opera and Space Western. Only mildly successful at first, the series gained popularity through syndication and extraordinary fan interest. It became a very popular and influential franchise with many films, television shows, novels, and other works and products. Star Trek: The Next Generation (1987-1994) led to five additional live action Star Trek shows (Deep Space 9 (1993-1999), Voyager (1995-2001), Enterprise (2001-2005), Discovery (2017–present), and Picard (2020-present)) -- with more in some form of development. The miniseries V premiered in 1983 on NBC. It depicted an attempted takeover of Earth by reptilian aliens. Red Dwarf, a comic science fiction series aired on BBC Two between 1988 and 1999, and on Dave since 2009. The X-Files, which featured UFOs and conspiracy theories, was created by Chris Carter and broadcast by Fox Broadcasting Company from 1993 to 2002, and again from 2016 to 2018. Stargate, a film about ancient astronauts and interstellar teleportation, was released in 1994. Stargate SG-1 premiered in 1997 and ran for 10 seasons (1997-2007). Spin-off series included Stargate Infinity (2002-2003), Stargate Atlantis (2004-2009), and Stargate Universe (2009-2011). Other 1990s series included Quantum Leap (1989-1993) and Babylon 5 (1994-1999). SyFy, launched in 1992 as The Sci-Fi Channel, specializes in science fiction, supernatural horror, and fantasy. Orphan Black began its 5 season run in 2013, about a woman who assumes the identity of one of her several genetically identical human clones. In December of the same year debuted Rick and Morty, an adult animated sci-fi series following the outer space and across dimensions misadventures of a cynical mad scientist and his good-hearted but fretful grandson. In late 2015 SyFy premiered The Expanse to great critical acclaim, an American TV series about Humanity's colonization of the Solar System. Its later seasons would then be aired through Amazon Prime Video. Social influence Science fiction's rapid rise in popularity during the first half of the 20th century was closely tied to the popular respect paid to science at that time, as well as the rapid pace of technological innovation and new inventions. Science fiction has often predicted scientific and technological progress. Some works predict that new inventions and progress will tend to improve life and society, for instance the stories of Arthur C. Clarke and Star Trek. Others, such as H.G. Wells's The Time Machine and Aldous Huxley's Brave New World, warn about possible negative consequences. In 2001 the National Science Foundation conducted a survey on "Public Attitudes and Public Understanding: Science Fiction and Pseudoscience." It found that people who read or prefer science fiction may think about or relate to science differently than other people. They also tend to support the space program and the idea of contacting extraterrestrial civilizations. Carl Sagan wrote: "Many scientists deeply involved in the exploration of the solar system (myself among them) were first turned in that direction by science fiction." Brian Aldiss described science fiction as "cultural wallpaper." Evidence for this widespread influence can be found in trends for writers to employ science fiction as a tool for advocacy and generating cultural insights, as well as for educators when teaching across a range of academic disciplines not limited to the natural sciences. Scholar and science fiction critic George Edgar Slusser said that science fiction "is the one real international literary form we have today, and as such has branched out to visual media, interactive media and on to whatever new media the world will invent in the 21st century. Crossover issues between the sciences and the humanities are crucial for the century to come." As protest literature Science fiction has sometimes been used as a means of social protest. George Orwell's Nineteen Eighty-Four (1949) is an important work of dystopian science fiction. It is often invoked in protests against governments and leaders who are seen as totalitarian. James Cameron's 2009 film Avatar was intended as a protest against imperialism, and specifically the European colonization of the Americas. Robots, artificial humans, human clones, intelligent computers, and their possible conflicts with human society have all been major themes of science fiction since, at least, the publication of Shelly's Frankenstein. Some critics have seen this as reflecting authors’ concerns over the social alienation seen in modern society. Feminist science fiction poses questions about social issues such as how society constructs gender roles, the role reproduction plays in defining gender, and the inequitable political or personal power of one gender over others. Some works have illustrated these themes using utopias to explore a society in which gender differences or gender power imbalances do not exist, or dystopias to explore worlds in which gender inequalities are intensified, thus asserting a need for feminist work to continue. Climate fiction, or "cli-fi," deals with issues concerning climate change and global warming. University courses on literature and environmental issues may include climate change fiction in their syllabi, and it is often discussed by other media outside of science fiction fandom. Libertarian science fiction focuses on the politics and social order implied by right libertarian philosophies with an emphasis on individualism and private property, and in some cases anti-statism. Science fiction comedy often satirizes and criticizes present-day society, and sometimes makes fun of the conventions and clichés of more serious science fiction. Sense of wonder Science fiction is often said to inspire a "sense of wonder." Science fiction editor and critic David Hartwell wrote: "Science fiction’s appeal lies in combination of the rational, the believable, with the miraculous. It is an appeal to the sense of wonder." Carl Sagan said: "One of the great benefits of science fiction is that it can convey bits and pieces, hints, and phrases, of knowledge unknown or inaccessible to the reader . . . works you ponder over as the water is running out of the bathtub or as you walk through the woods in an early winter snowfall." In 1967, Isaac Asimov commented on the changes then occurring in the science fiction community: "And because today’s real life so resembles day-before-yesterday’s fantasy, the old-time fans are restless. Deep within, whether they admit it or not, is a feeling of disappointment and even outrage that the outer world has invaded their private domain. They feel the loss of a 'sense of wonder' because what was once truly confined to 'wonder' has now become prosaic and mundane." Science fiction studies The study of science fiction, or science fiction studies, is the critical assessment, interpretation, and discussion of science fiction literature, film, TV shows, new media, fandom, and fan fiction. Science fiction scholars study science fiction to better understand it and its relationship to science, technology, politics, other genres, and culture-at-large. Science fiction studies began around the turn of the 20th century, but it was not until later that science fiction studies solidified as a discipline with the publication of the academic journals Extrapolation (1959), Foundation: The International Review of Science Fiction (1972), and Science Fiction Studies (1973), and the establishment of the oldest organizations devoted to the study of science fiction in 1970, the Science Fiction Research Association and the Science Fiction Foundation. The field has grown considerably since the 1970s with the establishment of more journals, organizations, and conferences, as well as science fiction degree-granting programs such as those offered by the University of Liverpool and the University of Kansas. Classification Science fiction has historically been sub-divided between hard science fiction and soft science fiction, with the division centering on the feasibility of the science central to the story. However, this distinction has come under increasing scrutiny in the 21st century. Some authors, such as Tade Thompson and Jeff VanderMeer, have pointed out that stories that focus explicitly on physics, astronomy, mathematics, and engineering tend to be considered "hard" science fiction, while stories that focus on botany, mycology, zoology, and the social sciences tend to be categorized as "soft," regardless of the relative rigor of the science. Max Gladstone defined "hard" science fiction as stories "where the math works," but pointed out that this ends up with stories that often seem "weirdly dated," as scientific paradigms shift over time. Michael Swanwick dismissed the traditional definition of "hard" SF altogether, instead saying that it was defined by characters striving to solve problems "in the right way–with determination, a touch of stoicism, and the consciousness that the universe is not on his or her side." Ursula K. Le Guin also criticized the more traditional view on the difference between "hard" and "soft" SF: "The 'hard' science fiction writers dismiss everything except, well, physics, astronomy, and maybe chemistry. Biology, sociology, anthropology—that's not science to them, that's soft stuff. They're not that interested in what human beings do, really. But I am. I draw on the social sciences a great deal." As serious literature Respected authors have written science fiction. Mary Shelley wrote a number of science fiction novels including Frankenstein; or, The Modern Prometheus (1818), and is considered a major writer of the Romantic Age. Aldous Huxley's Brave New World (1932) is often listed as one of England's most important novels, both for its criticism of modern culture and its prediction of future trends including reproductive technology and social engineering. Kurt Vonnegut was a highly respected American author whose works contain science fiction premises or themes. Other science fiction authors whose works are widely considered to be "serious" literature include Ray Bradbury (including, especially, Fahrenheit 451 (1953) and The Martian Chronicles (1951)), Arthur C. Clarke (especially for Childhood's End), and Paul Myron Anthony Linebarger, writing under the name Cordwainer Smith. In his book "The Western Canon", literary critic Harold Bloom includes Brave New World, Solaris, Cat's Cradle (1963) by Vonnegut, and The Left Hand of Darkness as culturally and aesthetically significant works of western literature. David Barnett has pointed out that there are books such as The Road (2006) by Cormac McCarthy, Cloud Atlas (2004) by David Mitchell, The Gone-Away World (2008) by Nick Harkaway, The Stone Gods (2007) by Jeanette Winterson, and Oryx and Crake (2003) by Margaret Atwood, which use recognizable science fiction tropes, but whose authors and publishers do not market them as science fiction. Doris Lessing, who was later awarded the Nobel Prize in literature, wrote a series of five SF novels, Canopus in Argos: Archives (1979-1983), which depict the efforts of more advanced species and civilizations to influence those less advanced, including humans on Earth. In her much reprinted 1976 essay "Science Fiction and Mrs Brown," Ursula K. Le Guin was asked: "Can a science fiction writer write a novel?" She answered: "I believe that all novels, . . . deal with character, and that it is to express character–not to preach doctrines [or] sing songs... that the form of the novel, so clumsy, verbose, and undramatic, so rich, elastic, and alive, has been evolved. . . . The great novelists have brought us to see whatever they wish us to see through some character. Otherwise, they would not be novelists, but poets, historians, or pamphleteers." Orson Scott Card, best known for his 1985 science fiction novel Ender's Game, has postulated that in science fiction the message and intellectual significance of the work are contained within the story itself and, therefore, does not need stylistic gimmicks or literary games. Jonathan Lethem, in a 1998 essay in the Village Voice entitled "Close Encounters: The Squandered Promise of Science Fiction," suggested that the point in 1973 when Thomas Pynchon's Gravity's Rainbow was nominated for the Nebula Award and was passed over in favor of Clarke's Rendezvous with Rama, stands as "a hidden tombstone marking the death of the hope that SF was about to merge with the mainstream." In the same year science fiction author and physicist Gregory Benford wrote: "SF is perhaps the defining genre of the twentieth century, although its conquering armies are still camped outside the Rome of the literary citadels." Community Authors Science fiction is being written, and has been written, by diverse authors from around the world. According to 2013 statistics by the science fiction publisher Tor Books, men outnumber women by 78% to 22% among submissions to the publisher. A controversy about voting slates in the 2015 Hugo Awards highlighted tensions in the science fiction community between a trend of increasingly diverse works and authors being honored by awards, and reaction by groups of authors and fans who preferred what they considered more "traditional" science fiction. Awards Among the most respected and well-known awards for science fiction are the Hugo Award for literature, presented by the World Science Fiction Society at Worldcon, and voted on by fans; the Nebula Award for literature, presented by the Science Fiction and Fantasy Writers of America, and voted on by the community of authors; the John W. Campbell Memorial Award for Best Science Fiction Novel, presented by a jury of writers; and the Theodore Sturgeon Memorial Award for short fiction, presented by a jury. One notable award for science fiction films and TV programs is the Saturn Award, which is presented annually by The Academy of Science Fiction, Fantasy, and Horror Films. There are other national awards, like Canada's Prix Aurora Awards, regional awards, like the Endeavour Award presented at Orycon for works from the U.S. Pacific Northwest, and special interest or subgenre awards such as the Chesley Award for art, presented by the Association of Science Fiction & Fantasy Artists, or the World Fantasy Award for fantasy. Magazines may organize reader polls, notably the Locus Award. Conventions Conventions (in fandom, often shortened as "cons," such as "comic-con") are held in cities around the world, catering to a local, regional, national, or international membership. General-interest conventions cover all aspects of science fiction, while others focus on a particular interest like media fandom, filking, and so on. Most science fiction conventions are organized by volunteers in non-profit groups, though most media-oriented events are organized by commercial promoters. Fandom and fanzines Science fiction fandom emerged from the letters column in Amazing Stories magazine. Soon fans began writing letters to each other, and then grouping their comments together in informal publications that became known as fanzines. Once they were in regular contact, fans wanted to meet each other, and they organized local clubs. In the 1930s, the first science fiction conventions gathered fans from a wider area. The earliest organized online fandom was the SF Lovers Community, originally a mailing list in the late 1970s with a text archive file that was updated regularly. In the 1980s, Usenet groups greatly expanded the circle of fans online. In the 1990s, the development of the World-Wide Web exploded the community of online fandom by orders of magnitude, with thousands and then millions of websites devoted to science fiction and related genres for all media. The first science fiction fanzine, The Comet, was published in 1930 by the Science Correspondence Club in Chicago, Illinois. One of the best known fanzines today is Ansible, edited by David Langford, winner of numerous Hugo awards. Other notable fanzines to win one or more Hugo awards include File 770, Mimosa, and Plokta. Artists working for fanzines have frequently risen to prominence in the field, including Brad W. Foster, Teddy Harvia, and Joe Mayhew; the Hugos include a category for Best Fan Artists. Elements Science fiction elements can include, among others: Temporal settings in the future, or in alternative histories. Space travel, settings in outer space, on other worlds, in subterranean earth, or in parallel universes. Aspects of biology in fiction such as aliens, mutants, and enhanced humans. Predicted or speculative technology such as brain-computer interface, bio-engineering, superintelligent computers, robots, and ray guns and other advanced weapons. Undiscovered scientific possibilities such as teleportation, time travel, and faster-than-light travel or communication. New and different political and social systems and situations, including Utopian, dystopian, post-apocalyptic, or post-scarcity. Future history and evolution of humans on Earth or on other planets. Paranormal abilities such as mind control, telepathy, and telekinesis. International examples Subgenres Related genres See also Outline of science fiction History of science fiction Timeline of science fiction Fantastic art Fictional worlds Futures studies List of comic science fiction List of religious ideas in science fiction List of science fiction and fantasy artists List of science fiction authors List of science fiction films List of science fiction novels List of science fiction television programs List of science fiction themes List of science fiction universes Planets in science fiction Political ideas in science fiction Retrofuturism Robots in science fiction Science fiction comics Science fiction libraries and museums Science in science fiction Technology in science fiction Time travel in fiction Transhumanism References Sources Aldiss, Brian. Billion Year Spree: The True History of Science Fiction, 1973. Aldiss, Brian, and Wingrove, David. Trillion Year Spree: The History of Science Fiction, revised and updated edition, 1986. Amis, Kingsley. New Maps of Hell: A Survey of Science Fiction, 1958. Barron, Neil, ed. Anatomy of Wonder: A Critical Guide to Science Fiction (5th ed.). Westport, Conn.: Libraries Unlimited, 2004. . Broderick, Damien. Reading by Starlight: Postmodern Science Fiction. London: Routledge, 1995. Print. Clute, John Science Fiction: The Illustrated Encyclopedia. London: Dorling Kindersley, 1995. . Clute, John and Peter Nicholls, eds., The Encyclopedia of Science Fiction. St Albans, Herts, UK: Granada Publishing, 1979. . Clute, John and Peter Nicholls, eds., The Encyclopedia of Science Fiction. New York: St Martin's Press, 1995. . Disch, Thomas M. The Dreams Our Stuff Is Made Of. New York: The Free Press, 1998. . Jameson, Fredric. Archaeologies of the Future: This Desire Called Utopia and Other Science Fictions. London and New York: Verso, 2005. Milner, Andrew. Locating Science Fiction. Liverpool: Liverpool University Press, 2012. Raja, Masood Ashraf, Jason W. Ellis and Swaralipi Nandi. eds., The Postnational Fantasy: Essays on Postcolonialism, Cosmopolitics and Science Fiction. McFarland 2011. . Reginald, Robert. Science Fiction and Fantasy Literature, 1975–1991. Detroit, MI/Washington, D.C./London: Gale Research, 1992. . Roy, Pinaki. "Science Fiction: Some Reflections". Shodh Sanchar Bulletin, 10.39 (July–September 2020): 138-42. Suvin, Darko. Metamorphoses of Science Fiction: on the Poetics and History of a Literary Genre. New Haven : Yale University Press, 1979. Weldes, Jutta, ed. To Seek Out New Worlds: Exploring Links between Science Fiction and World Politics. New York: Palgrave Macmillan, 2003. . Westfahl, Gary, ed. The Greenwood Encyclopedia of Science Fiction and Fantasy: Themes, Works, and Wonders (three volumes). Westport, Conn.: Greenwood Press, 2005. Wolfe, Gary K. Critical Terms for Science Fiction and Fantasy: A Glossary and Guide to Scholarship. New York: Greenwood Press, 1986. . External links Science Fiction (Bookshelf) at Project Gutenberg SF Hub—resources for science fiction research, created by the University of Liverpool Library Science fiction fanzines (current and historical) online SFWA "Suggested Reading" list Science Fiction Museum & Hall of Fame Science Fiction Research Association A selection of articles written by Mike Ashley, Iain Sinclair and others, exploring 19th-century visions of the future. from the British Library's Discovering Literature website. Merril Collection of Science Fiction, Speculation and Fantasy at Toronto Public Library Science Fiction Studies' Chronological Bibliography of Science Fiction History, Theory, and Criticism Speculative fiction
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Saskatchewan ( ; ) is a prairie and boreal province in Western Canada, the middle of the three prairie provinces. It is bordered on the west by Alberta, on the north by the Northwest Territories, on the east by Manitoba, to the northeast by Nunavut, and on the south by the U.S. states of Montana and North Dakota. Saskatchewan, along with Alberta make up the only landlocked provinces of Canada. As of Q1 2020, Saskatchewan's population was estimated at 1,181,987. Nearly 10% of Saskatchewan’s total area of is fresh water, which is composed mostly of rivers, reservoirs, and the province's 100,000 lakes. The absence of nearby moderating bodies of water render severe winters throughout the province, as a result of Saskatchewan's continental climate. Southern areas have very warm or hot summers. In winter, temperatures below are possible even in the south during extreme cold snaps. Residents primarily live in the southern prairie half of the province, while the northern boreal half is mostly forested and sparsely populated. Of the total population, roughly half live in the province's largest city Saskatoon or the provincial capital Regina. Other notable cities include Prince Albert, Moose Jaw, Yorkton, Swift Current, North Battleford, Melfort, and the border city Lloydminster (partially within Alberta). English is the primary language of the province, with 82.4% of Saskatchewanians speaking English as their first language. Saskatchewan has been inhabited for thousands of years by various indigenous groups. Europeans first explored the area in 1690 and first settled in the area in 1774. It became a province in 1905, carved out from the vast North-West Territories, which had until then included most of the Canadian Prairies. In the early 20th century the province became known as a stronghold for Canadian social democracy; North America's first social-democratic government was elected in 1944. The province's economy is based on agriculture, mining, and energy. The current Lieutenant Governor is Russell Mirasty. The current premier is Scott Moe. Since 2007, the province is currently governed by the Saskatchewan Party. In 1992, the federal and provincial governments signed a historic land claim agreement with First Nations in Saskatchewan. The First Nations received compensation and were permitted to buy land on the open market for the bands; they have acquired about , now reserve lands. Some First Nations have used their settlement to invest in urban areas, including Regina and Saskatoon. Etymology Its name derived from the Saskatchewan River. The river is known as ("swift flowing river") in the Cree language. Henday's spelling was Keiskatchewan, with the modern rendering, Saskatchewan, being officially adopted in 1882 when a portion of the present-day province was designated a provisional district of the North-West Territories. Geography Saskatchewan is the only province without a natural border. As its borders largely follow the geographic coordinates of longitude and latitude, the province is roughly a quadrilateral, or a shape with four sides. However, the 49th parallel boundary and the 60th northern border appear curved on globes and many maps. Additionally, the eastern boundary of the province is partially crooked rather than following a line of longitude, as correction lines were devised by surveyors prior to the homestead program (1880–1928). Saskatchewan is part of the Western Provinces and is bounded on the west by Alberta, on the north by the Northwest Territories, on the north-east by Nunavut, on the east by Manitoba, and on the south by the U.S. states of Montana and North Dakota. Saskatchewan has the distinction of being the only Canadian province for which no borders correspond to physical geographic features (i.e. they are all parallels and meridians). Along with Alberta, Saskatchewan is one of only two land-locked provinces. The overwhelming majority of Saskatchewan's population is located in the southern third of the province, south of the 53rd parallel. Saskatchewan contains two major natural regions: the Boreal Forest in the north and the Prairies in the south. They are separated by an aspen parkland transition zone near the North Saskatchewan River on the western side of the province, and near to south of the Saskatchewan River on the eastern side. Northern Saskatchewan is mostly covered by forest except for the Lake Athabasca Sand Dunes, the largest active sand dunes in the world north of 58°, and adjacent to the southern shore of Lake Athabasca. Southern Saskatchewan contains another area with sand dunes known as the "Great Sand Hills" covering over . The Cypress Hills, located in the southwestern corner of Saskatchewan and Killdeer Badlands (Grasslands National Park), are areas of the province that were unglaciated during the last glaciation period, the Wisconsin glaciation. The province's highest point, at , is located in the Cypress Hills less than 2 km from the provincial boundary with Alberta. The lowest point is the shore of Lake Athabasca, at . The province has 14 major drainage basins made up of various rivers and watersheds draining into the Arctic Ocean, Hudson Bay and the Gulf of Mexico. Climate Saskatchewan receives more hours of sunshine than any other Canadian province. The province lies far from any significant body of water. This fact, combined with its northerly latitude, gives it a warm summer, corresponding to its humid continental climate (Köppen type Dfb) in the central and most of the eastern parts of the province, as well as the Cypress Hills; drying off to a semi-arid steppe climate (Köppen type BSk) in the southwestern part of the province. Drought can affect agricultural areas during long periods with little or no precipitation at all. The northern parts of Saskatchewan – from about La Ronge northward – have a subarctic climate (Köppen Dfc) with a shorter summer season. Summers can get very hot, sometimes above during the day, and with humidity decreasing from northeast to southwest. Warm southern winds blow from the plains and intermontane regions of the Western United States during much of July and August, very cool or hot but changeable air masses often occur during spring and in September. Winters are usually bitterly cold, with frequent Arctic air descending from the north. with high temperatures not breaking for weeks at a time. Warm chinook winds often blow from the west, bringing periods of mild weather. Annual precipitation averages 30 to 45 centimetres (12 to 18 inches) across the province, with the bulk of rain falling in June, July, and August. Saskatchewan is one of the most tornado-active parts of Canada, averaging roughly 12 to 18 tornadoes per year, some violent. In 2012, 33 tornadoes were reported in the province. The Regina Cyclone took place in June 1912 when 28 people died in an F4 Fujita scale tornado. Severe and non-severe thunderstorm events occur in Saskatchewan, usually from early spring to late summer. Hail, strong winds and isolated tornadoes are a common occurrence. The hottest temperature ever recorded in Saskatchewan was when the temperature rose to in Midale and Yellow Grass. The coldest ever recorded in the province was in Prince Albert, which is north of Saskatoon. <center> {| class="wikitable sortable" style="width:60%; font-size:95%;"|+Average daily maximum and minimum temperatures for selected cities in Saskatchewan |- !City !July (°C) !July (°F) !January (°C) !January (°F) |- |Maple Creek || 27/11 || 81/52 || −5/−16 || 23/4 |- |Estevan || 27/13 || 81/55 || −9/−20 || 16/−4 |- |Weyburn || 26/12 || 79/54 || −10/−21 || 14/−6 |- |Moose Jaw || 26/12 || 79/54 || −8/−19 || 18/−2 |- |Regina || 26/11 || 79/52 || −10/−22 || 14/−8 |- |Saskatoon || 25/11 || 77/52 || −12/−22 || 10/−8 |- |Melville || 25/11 || 77/52 || −12/−23 || 10/−9 |- |Swift Current || 25/11 || 77/52 || −7/−17 || 19/1 |- |Humboldt || 24/11 || 75/52 || −12/−23 || 10/−9 |- |Melfort || 24/11 || 75/52 || −14/−23 || 7/−9 |- |North Battleford || 24/11 || 75/52 || −12/−22 || 10/−8 |- ||Yorkton || 24/11 || 75/52 || −13/−23 || 9/−9 |- |Lloydminster || 23/11 || 73/52 || −10/−19 || 14/−2 |- |Prince Albert || 24/11 || 75/52 || −13/−25 || 9/−13 |} Climate change The effects of climate change in Saskatchewan are now being observed in parts of the province. There is evidence of reduction of biomass in Saskatchewan's boreal forests (as with those of other Canadian prairie provinces) is linked by researchers to drought-related water stress, stemming from global warming, most likely caused by greenhouse gas emissions. While studies, as early as 1988 (Williams, et al., 1988) have shown climate change will affect agriculture, whether the effects can be mitigated through adaptations of cultivars, or crops, is less clear. Resiliency of ecosystems may decline with large changes in temperature. The provincial government has responded to the threat of climate change by introducing a plan to reduce carbon emissions, "The Saskatchewan Energy and Climate Change Plan", in June 2007. History Saskatchewan has been populated by various indigenous peoples of North America, including members of the Sarcee, Niitsitapi, Atsina, Cree, Saulteaux, Assiniboine (Nakoda), Lakota and Sioux. The first known European to enter Saskatchewan was Henry Kelsey in 1690, who travelled up the Saskatchewan River in hopes of trading fur with the region's indigenous peoples. Fort La Jonquière and Fort de la Corne were first established in 1751 and 1753 by early French explorers and traders. The first permanent European settlement was a Hudson's Bay Company post at Cumberland House, founded in 1774 by Samuel Hearne. The southern part of the province was part of Spanish Louisiana from 1762 until 1802. 19th century In 1803, the Louisiana Purchase transferred from France to the United States part of what is now Alberta and Saskatchewan. In 1818, the U.S. ceded the area to Britain. Most of what is now Saskatchewan was part of Rupert's Land and controlled by the Hudson's Bay Company, which claimed rights to all watersheds flowing into Hudson Bay, including the Saskatchewan River, Churchill, Assiniboine, Souris, and Qu'Appelle River systems. In the late 1850s and early 1860s, scientific expeditions led by John Palliser and Henry Youle Hind explored the prairie region of the province. In 1870, Canada acquired the Hudson's Bay Company's territories and formed the North-West Territories to administer the vast territory between British Columbia and Manitoba. The Crown also entered into a series of numbered treaties with the indigenous peoples of the area, which serve as the basis of the relationship between First Nations, as they are called today, and the Crown. Since the late twentieth century, land losses and inequities as a result of those treaties have been subject to negotiation for settlement between the First Nations in Saskatchewan and the federal government, in collaboration with provincial governments. In 1876, following their defeat of United States Army forces at the Battle of the Little Bighorn in Montana Territory in the United States, the Lakota Chief Sitting Bull led several thousand of his people to Wood Mountain. Survivors and descendants founded Wood Mountain Reserve in 1914. The North-West Mounted Police set up several posts and forts across Saskatchewan, including Fort Walsh in the Cypress Hills, and Wood Mountain Post in south-central Saskatchewan near the United States border. Many Métis people, who had not been signatories to a treaty, had moved to the Southbranch Settlement and Prince Albert district north of present-day Saskatoon following the Red River Rebellion in Manitoba in 1870. In the early 1880s, the Canadian government refused to hear the Métis' grievances, which stemmed from land-use issues. Finally, in 1885, the Métis, led by Louis Riel, staged the North-West Rebellion and declared a provisional government. They were defeated by a Canadian militia brought to the Canadian prairies by the new Canadian Pacific Railway. Riel, who surrendered and was convicted of treason in a packed Regina courtroom, was hanged on November 16, 1885. Since then, the government has recognized the Métis as an aboriginal people with status rights and provided them with various benefits. European settlements The national policy set by the federal government, the Canadian Pacific Railway, the Hudson's Bay Company and associated land companies encouraged immigration. The Dominion Lands Act of 1872 permitted settlers to acquire one-quarter of a square mile of land to homestead and offered an additional quarter upon establishing a homestead. In 1874, the North-West Mounted Police began providing police services. In 1876, the North-West Territories Act provided for appointment, by the Ottawa, of a Lieutenant Governor and a Council to assist him. Highly optimistic advertising campaigns promoted the benefits of prairie living. Potential immigrants read leaflets that described Canada as a favourable place to live and downplayed the need for agricultural expertise. Ads in The Nor'-West Farmer by the Commissioner of Immigration implied that western land was blessed with water, wood, gold, silver, iron, copper, and cheap coal for fuel, all of which were readily at hand. The reality was far harsher, especially for the first arrivals who lived in sod houses. However eastern money poured in and by 1913, long term mortgage loans to Saskatchewan farmers had reached $65 million. The dominant groups comprised British settlers from eastern Canada and Britain, who comprised about half of the population during the late 19th and early 20th centuries. They played the leading role in establishing the basic institutions of plains society, economy and government. 20th century Gender roles were sharply defined. Men were primarily responsible for breaking the land; planting and harvesting; building the house; buying, operating and repairing machinery; and handling finances. At first, there were many single men on the prairie, or husbands whose wives were still back east, but they had a hard time. They realized the need for a wife. In 1901, there were 19,200 families, but this surged to 150,300 families only 15 years later. Wives played a central role in settlement of the prairie region. Their labour, skills, and ability to adapt to the harsh environment proved decisive in meeting the challenges. They prepared bannock, beans and bacon, mended clothes, raised children, cleaned, tended the garden, helped at harvest time and nursed everyone back to health. While prevailing patriarchal attitudes, legislation, and economic principles obscured women's contributions, the flexibility exhibited by farm women in performing productive and nonproductive labour was critical to the survival of family farms, and thus to the success of the wheat economy. On September 1, 1905, Saskatchewan became a province, with inauguration day held on September 4. Its political leaders at the time proclaimed its destiny was to become Canada's most powerful province. Saskatchewan embarked on an ambitious province-building program based on its Anglo-Canadian culture and wheat production for the export market. Population quintupled from 91,000 in 1901 to 492,000 in 1911, thanks to heavy immigration of farmers from Ukraine, U.S., Germany and Scandinavia. Efforts were made to assimilate the newcomers to British Canadian culture and values. In the 1905 provincial elections, Liberals won 16 of 25 seats in Saskatchewan. The Saskatchewan government bought out Bell Telephone Company in 1909, with the government owning the long-distance lines and left local service to small companies organized at the municipal level. Premier Walter Scott preferred government assistance to outright ownership because he thought enterprises worked better if citizens had a stake in running them; he set up the Saskatchewan Cooperative Elevator Company in 1911. Despite pressure from farm groups for direct government involvement in the grain handling business, the Scott government opted to loan money to a farmer-owned elevator company. Saskatchewan in 1909 provided bond guarantees to railway companies for the construction of branch lines, alleviating the concerns of farmers who had trouble getting their wheat to market by wagon. The Saskatchewan Grain Growers Association, was the dominant political force in the province until the 1920s; it had close ties with the governing Liberal party. In 1913, the Saskatchewan Stock Growers Association was established with three goals: to watch over legislation; to forward the interests of the stock growers in every honourable and legitimate way; and to suggest to parliament legislation to meet changing conditions and requirements. Immigration peaked in 1910, and in spite of the initial difficulties of frontier life – distance from towns, sod homes, and backbreaking labour – new settlers established a European-Canadian style of prosperous agrarian society. The long-term prosperity of the province depended on the world price of grain, which headed steadily upward from the 1880s to 1920, then plunged down. Wheat output was increased by new strains, such as the "Marquis wheat" strain which matured 8 days sooner and yielded 7 more bushels per acre (0.72 m3/ha) than the previous standard, "Red Fife". The national output of wheat soared from in 1896, to in 1901, reaching by 1921. Urban reform movements in Regina were based on support from business and professional groups. City planning, reform of local government, and municipal ownership of utilities were more widely supported by these two groups, often through such organizations as the Board of Trade. Church-related and other altruistic organizations generally supported social welfare and housing reforms; these groups were generally less successful in getting their own reforms enacted. The province responded to the First World War in 1914 with patriotic enthusiasm and enjoyed the resultant economic boom for farms and cities alike. Emotional and intellectual support for the war emerged from the politics of Canadian national identity, the rural myth, and social gospel progressivism The Church of England was especially supportive. However, there was strong hostility toward German-Canadian farmers. Recent Ukrainian immigrants were enemy aliens because of their citizenship in the Austro-Hungarian Empire. A small fraction were taken to internment camps. Most of the internees were unskilled unemployed labourers who were imprisoned "because they were destitute, not because they were disloyal". The price of wheat tripled and acreage seeded doubled. The wartime spirit of sacrifice intensified social reform movements that had predated the war and now came to fruition. Saskatchewan gave women the right to vote in 1916 and at the end of 1916 passed a referendum to prohibit the sale of alcohol. In the late 1920s, the Ku Klux Klan, imported from the United States and Ontario, gained brief popularity in nativist circles in Saskatchewan and Alberta. The Klan, briefly allied with the provincial Conservative party because of their mutual dislike for Premier James G. "Jimmy" Gardiner and his Liberals (who ferociously fought the Klan), enjoyed about two years of prominence. It declined and disappeared, subject to widespread political and media opposition, plus internal scandals involving the use of the organization's funds. Post–Second World War In 1970, the first annual Canadian Western Agribition was held in Regina. This farm-industry trade show, with its strong emphasis on livestock, is rated as one of the five top livestock shows in North America, along with those in Houston, Denver, Louisville and Toronto. The province celebrated the 75th anniversary of its establishment in 1980, with Princess Margaret, Countess of Snowdon, presiding over the official ceremonies. In 2005, 25 years later, her sister, Queen Elizabeth II, attended the events held to mark Saskatchewan's centennial. Since the late 20th century, First Nations have become more politically active in seeking justice for past inequities, especially related to the taking of indigenous lands by various governments. The federal and provincial governments have negotiated on numerous land claims, and developed a program of "Treaty Land Entitlement", enabling First Nations to buy land to be taken into reserves with money from settlements of claims. "In 1992, the federal and provincial governments signed a historic land claim agreement with Saskatchewan First Nations. Under the Agreement, the First Nations received money to buy land on the open market. As a result, about 761,000 acres have been turned into reserve land and many First Nations continue to invest their settlement dollars in urban areas", including Saskatoon. The money from such settlements has enabled First Nations to invest in businesses and other economic infrastructure.In June 2021, a graveyard containing the remains of 751 unidentified people was found at the former Marieval Indian residential school, part of the Canadian Indian residential school system, the most found in Canada to date. Demographics According to the Canada 2011 Census, the largest ethnic group in Saskatchewan is German (28.6%), followed by English (24.9%), Scottish (18.9%), Canadian (18.8%), Irish (15.5%), Ukrainian (13.5%), French (Fransaskois) (12.2%), First Nations (12.1%), Norwegian (6.9%), and Polish (5.8%). Economy Historically, Saskatchewan's economy was primarily associated with agriculture, with wheat being the precious symbol on the province's flag. Increasing diversification has resulted in agriculture, forestry, fishing, and hunting only making up 8.9% of the province's GDP in 2018. Saskatchewan grows a large portion of Canada's grain. In 2017, the production of canola surpassed the production of wheat, which is Saskatchewan's most familiar crop and the one most often associated with the province. The total net income from farming was $3.3 billion in 2017, which was $0.9 billion less than the income in 2016. Other grains such as flax, rye, oats, peas, lentils, canary seed, and barley are also produced in the province. Saskatchewan is the world's largest exporter of mustard seed. Beef cattle production by a Canadian province is only exceeded by Alberta. In the northern part of the province, forestry is also a significant industry. Mining is a major industry in the province, with Saskatchewan being the world's largest exporter of potash and uranium. Oil and natural gas production is also a very important part of Saskatchewan's economy, although the oil industry is larger. Among Canadian provinces, only Alberta exceeds Saskatchewan in overall oil production. Heavy crude is extracted in the Lloydminster-Kerrobert-Kindersley areas. Light crude is found in the Kindersley-Swift Current areas as well as the Weyburn-Estevan fields. Natural gas is found almost entirely in the western part of Saskatchewan, from the Primrose Lake area through Lloydminster, Unity, Kindersley, Leader, and around Maple Creek areas. A list of the companies includes The Potash Corporation of Saskatchewan (defunct in December 2017), Federated Cooperatives Ltd. and IPSCO. Major Saskatchewan-based Crown corporations are Saskatchewan Government Insurance (SGI), SaskTel, SaskEnergy (the province's main supplier of natural gas), and SaskPower. Bombardier runs the NATO Flying Training Centre at 15 Wing, near Moose Jaw. Bombardier was awarded a long-term contract in the late 1990s for $2.8 billion from the federal government for the purchase of military aircraft and the running of the training facility. SaskPower since 1929 has been the principal supplier of electricity in Saskatchewan, serving more than 451,000 customers and managing $4.5 billion in assets. SaskPower is a major employer in the province with almost 2,500 permanent full-time staff located in 71 communities. Education Publicly funded elementary and secondary schools in the province are administered by twenty-seven school divisions. Public elementary and secondary schools either operate as secular or as a separate schools. Nearly all school divisions, except one operate as an English first language school board. The Division scolaire francophone No. 310 is the only school division that operates French first language schools. In addition to elementary and secondary schools, the province is also home to several post-secondary institutions. The first education on the prairies took place within the family groups of the First Nations and early fur trading settlers. There were only a few missionary or trading post schools established in Rupert's Land – later known as the North West Territories. The first 76 North-West Territories school districts and the first Board of Education meeting formed in 1886. The pioneering boom formed ethnic bloc settlements. Communities were seeking education for their children similar to the schools of their homeland. Log cabins, and dwellings were constructed for the assembly of the community, school, church, dances and meetings. The prosperity of the Roaring Twenties and the success of farmers in proving up on their homesteads helped provide funding to standardize education. Textbooks, normal schools for educating teachers, formal school curricula and state of the art school house architectural plans provided continuity throughout the province. English as the school language helped to provide economic stability because one community could communicate with another and goods could be traded and sold in a common language. The number of one-room schoolhouse districts across Saskatchewan totalled approximately 5,000 at the height of this system of education in the late 1940s. Following World War II, the transition from many one-room schoolhouses to fewer and larger consolidated modern technological town and city schools occurred as a means of ensuring technical education. School buses, highways, and family vehicles create ease and accessibility of a population shift to larger towns and cities. Combines and tractors mean the farmer could manage more than a quarter section of land, so there was a shift from family farms and subsistence crops to cash crops grown on many sections of land. School vouchers have been newly proposed as a means of allowing competition between rural schools and making the operation of co-operative schools practicable in rural areas. Healthcare Saskatchewan's Ministry of Health is responsible for policy direction, sets and monitors standards, and provides funding for regional health authorities and provincial health services. Saskatchewan's health system is widely and inaccurately characterized as "socialized medicine": medical practitioners in Saskatchewan, as in other Canadian provinces, are not civil servants but remit their accounts to the publicly funded Saskatchewan Medical Care Insurance Plan rather than to patients (i.e. a single-payer system). Saskatchewan's health system has faced criticism due to a lack of accessibility to the midwifery program. According to Leanne Smith, the director for maternal services in the Saskatoon Health Region declared half of the women who apply for the midwifery program are turned away. Ministry of Health data shows midwives saw 1,233 clients in the 2012–13 fiscal year (which runs April to March). But in that fourth quarter, 359 women were still on waiting lists for immediate or future care. The provincial Health Ministry received 47 letters about midwifery services in 2012, most of which asked for more midwives. As a continuing problem in the Saskatchewan health care system, more pressure has been placed to recruit more midwives for the province. Government and politics Saskatchewan has the same form of government as the other Canadian provinces with a lieutenant-governor (who is the representative of the Queen in Right of Saskatchewan), premier, and a unicameral legislature. During the 20th century, Saskatchewan was one of Canada's more left-wing provinces, reflecting the slant of its many rural citizens which distrusted the distant capital government and which favored a strong local government to attend to their issues. In 1944 Tommy Douglas became premier of the first avowedly socialist regional government in North America. Most of his Members of the Legislative Assembly (MLAs) represented rural and small-town ridings. Under his Cooperative Commonwealth Federation government, Saskatchewan became the first province to have Medicare. In 1961, Douglas left provincial politics to become the first leader of the federal New Democratic Party. In the 21st century, Saskatchewan began to drift to the right-wing, generally attributed to the province's economy shifting toward oil and gas production. In the 2015 federal election, the Conservative Party of Canada won ten of the province's fourteen seats, followed by the New Democratic Party with three and the Liberal Party of Canada with one; in the 2019 election, the Conservatives won in all of Saskatchewan's 14 seats, sweeping their competition. Provincial politics in Saskatchewan is dominated by the social-democratic Saskatchewan New Democratic Party and the centre-right Saskatchewan Party, with the latter holding the majority in the Legislative Assembly of Saskatchewan since 2007. The current Premier of Saskatchewan is Scott Moe, who took over the leadership of the Saskatchewan Party in 2018 following the resignation of Brad Wall. Numerous smaller political parties also run candidates in provincial elections, including the Green Party of Saskatchewan, Liberal Party of Saskatchewan, and the Progressive Conservative Party of Saskatchewan, but none is currently represented in the Legislative Assembly (federal Conservatives and Liberals generally favour the Saskatchewan Party in provincial elections). No Prime Minister of Canada has been born in Saskatchewan, but two (William Lyon Mackenzie King and John Diefenbaker) represented the province in the House of Commons of Canada during their tenures as head of government. Administrative divisions Below the provincial level of government, Saskatchewan is divided into urban and rural municipalities. The Government of Saskatchewan's Ministry of Municipal Relations recognizes three general types of municipalities and seven sub-types – urban municipalities (cities, towns, villages and resort villages), rural municipalities and northern municipalities (northern towns, northern villages and northern hamlets). The vast majority of the land mass of Northern Saskatchewan is within the unorganized Northern Saskatchewan Administration District. Cities are formed under the provincial authority of The Cities Act, which was enacted in 2002. Towns, villages, resort villages and rural municipalities are formed under the authority of The Municipalities Act, enacted in 2005. The three sub-types of northern municipalities are formed under the authority of The Northern Municipalities Act, enacted in 2010. As provincial laws, these three acts were passed by the Legislative Assembly of Saskatchewan with royal assent granted by the Lieutenant Governor. In 2016, Saskatchewan's 774 municipalities covered of the province's land mass and were home to of its population. These 774 municipalities are local government "creatures of provincial jurisdiction" with natural persons power. One of the key purposes of Saskatchewan's municipalities are "to provide services, facilities and other things that, in the opinion of council, are necessary or desirable for all or a part of the municipality". Other purposes are to: "provide good government"; "develop and maintain a safe and viable community"; "foster economic, social and environmental well-being" and "provide wise stewardship of public assets." Transportation Transportation in Saskatchewan includes an infrastructure system of roads, highways, freeways, airports, ferries, pipelines, trails, waterways and railway systems serving a population of approximately 1,003,299 (according to 2007 estimates) inhabitants year-round. It is funded primarily with local and federal government funds. The Saskatchewan Department of Highways and Transportation estimates 80% of traffic is carried on the 5,031-kilometre principal system of highways. The Ministry of Highways and Infrastructure operates over of highways and divided highways. There are also municipal roads which comprise different surfaces. Asphalt concrete pavements comprise almost , granular pavement almost , non structural or thin membrane surface TMS are close to and finally gravel highways make up over through the province. In the northern sector, ice roads which can only be navigated in the winter months comprise another approximately of travel. Saskatchewan has over of roads and highways, the highest length of road surface of any Canadian province. The major highways in Saskatchewan are the Trans Canada expressway, Yellowhead Highway northern Trans Canada route, Louis Riel Trail, CanAm Highway, Red Coat Trail, Northern Woods and Water route, and Saskota travel route. The first Canadian transcontinental railway was constructed by the Canadian Pacific Railway (CPR) between 1881 and 1885. After the great east–west transcontinental railway was built, north–south connector branch lines were established. The 1920s saw the largest rise in rail line track as the CPR and Canadian National Railway (CNR) fell into competition to provide rail service within ten kilometres. In the 1960s there were applications for abandonment of branch lines. Today the only two passenger rail services in the province are The Canadian and Winnipeg–Churchill train, both operated by Via Rail. The Canadian is a transcontinental service linking Toronto with Vancouver. The main Saskatchewan waterways are the North Saskatchewan River or South Saskatchewan River routes. In total, there are 3,050 bridges maintained by the Department of Highways in Saskatchewan. There are currently twelve ferry services operating in the province, all under the jurisdiction of the Department of Highways. The Saskatoon Airport was initially established as part of the Royal Canadian Air Force training program during World War II. It was renamed the John G. Diefenbaker Airport in 1993. Roland J. Groome Airfield is the official designation for the Regina International Airport as of 2005; the airport was established in 1930. Airlines offering service to Saskatchewan are Air Canada, WestJet Airlines, Delta Air Lines, Transwest Air, Sunwing Airlines, Norcanair Airlines, La Ronge Aviation Services Ltd, La Loche Airways, Osprey Wings Ltd, Buffalo Narrows Airways Ltd, Île-à-la-Crosse Airways Ltd, Voyage Air, Pronto Airways, Venture Air Ltd, Pelican Narrows Air Service, Jackson Air Services Ltd, and Northern Dene Airways Ltd. The Government of Canada agreed to contribute $20 million for two new interchanges in Saskatoon. One of them being at the Highway 219/Lorne Avenue intersection with Circle Drive, the other at the Senator Sid Buckwold Bridge (Idylwyld Freeway) and Circle Drive. This is part of the Asia-Pacific Gateway and Corridor Initiative to improve access to the CNR's intermodal freight terminal thereby increasing Asia-Pacific trade. Also, the Government of Canada will contribute $27 million to Regina to construct a CPR intermodal facility and improve infrastructure transportation to the facility from both national highway networks, Highway 1, the TransCanada Highway and Highway 11, Louis Riel Trail. This also is part of the Asia-Pacific Gateway and Corridor Initiative to improve access to the CPR terminal and increase Asia-Pacific trade. Culture Saskatchewan is home to a number of museums. The Royal Saskatchewan Museum serves as the provincial museum of the province. Other museums include Diefenbaker House, Evolution of Education Museum, Museum of Antiquities, the RCMP Heritage Centre, Rotary Museum of Police and Corrections, Saskatchewan Science Centre, Saskatchewan Western Development Museum, and the T.rex Discovery Centre. Art The province is home to several art galleries, including MacKenzie Art Gallery, and Remai Modern. The province is also home to several performing arts centres including the Conexus Arts Centre in Regina, and TCU Place in Saskatoon. PAVED Arts, a new media artist-run space, is also located in Saskatoon. Music The province is presently home to several concert orchestras, the Regina Symphony Orchestra, the Saskatoon Symphony Orchestra, and the Saskatoon Youth Orchestra. The Regina Symphony Orchestra is at the Conexus Arts Centre, while the Saskatoon performs at TCU Place. Literature A leading writer from Saskatchewan is W. O. Mitchell (1914–1998), born in Weyburn. His best-loved novel is Who Has Seen the Wind (1947), which portrays life on the Canadian Prairies and sold almost a million copies in Canada. As a broadcaster, he is known for his radio series Jake and the Kid, which aired on CBC Radio between 1950 and 1956 and was also about life on the Prairies. Sports The Saskatchewan Roughriders are the province's professional Canadian football team (playing in the Canadian Football League) and are extremely popular across Saskatchewan. The team's fans are also found to congregate on game days throughout Canada, and collectively they are known as "Rider Nation". The province's other major sports franchise is the Saskatchewan Rush of the National Lacrosse League. In their first year of competition, 2016, the Rush won both their Division Title and the League Championship. Hockey is the most popular sport in the province. More than 490 NHL players have been born in Saskatchewan, the highest per capita output of any Canadian province, U.S. state, or European country. Notable NHL figures born in Saskatchewan include Keith Allen, Gordie Howe, Bryan Trottier, Bernie Federko, Clark Gillies, Fern Flaman, Bert Olmstead, Harry Watson, Elmer Lach, Max Bentley, Sid Abel, Doug Bentley, Eddie Shore, Clint Smith, Bryan Hextall, Johnny Bower, Emile Francis, Glenn Hall, Chuck Rayner, Brad McCrimmon, Patrick Marleau, Dave Manson, Theo Fleury, Terry Harper, Wade Redden, Brian Propp, Scott Hartnell, Ryan Getzlaf, and Chris Kunitz. Saskatchewan does not have an NHL or minor professional franchise, but five teams in the junior Western Hockey League are located in the province: the Moose Jaw Warriors, Prince Albert Raiders, Regina Pats, Saskatoon Blades and Swift Current Broncos. In 2015, Budweiser honoured Saskatchewan for their abundance of hockey players by sculpting a 12-foot-tall hockey player monument in ice for Saskatchewan's capital city of Regina. The company then filmed this frozen monument for a national television commercial, thanking the province for creating so many goal scorers throughout hockey's history. Budweiser also gifted the "hockey player" province a trophy made of white birch—Saskatchewan's provincial tree—which bears the name of every pro player in history. Sitting atop the trophy was a golden Budweiser Red Light, synched to every current Saskatchewan player in the pros. This trophy can currently be seen at Victoria Bar in Regina. Historically, Saskatchewan has been one of the strongest curling provinces. Teams from Saskatchewan have finished in the top three places at 38 briers and top two places in women's championships. Notable curlers from Saskatchewan include Sandra Schmirler, Ernie Richardson, and Vera Pezer. In a 2019 TSN poll, experts ranked Schmirler's Saskatchewan team, which won a gold medal at the 1998 Olympics, as the greatest women's team in Canada's history. Symbols The flag of Saskatchewan was officially adopted on September 22, 1969. The flag features the provincial shield in the upper quarter nearest the staff, with the floral emblem, the Prairie Lily, in the fly. The upper green (in forest green) half of the flag represents the northern Saskatchewan forest lands, while the golden lower half of the flag symbolizes the southern wheat fields and prairies. A province-wide competition was held to design the flag, and drew over 4,000 entries. The winning design was by Anthony Drake, then living in Hodgeville. In 2005, Saskatchewan Environment held a province-wide vote to recognize Saskatchewan's centennial year, receiving more than 10,000 online and mail-in votes from the public. The walleye was the overwhelming favourite of the six native fish species nominated for the designation, receiving more than half the votes cast. Other species in the running were the lake sturgeon, lake trout, lake whitefish, northern pike and yellow perch. Saskatchewan's other symbols include the tartan, the licence plate, and the provincial flower. Saskatchewan's official tartan was registered with the Court of Lord Lyon King of Arms in Scotland in 1961. It has seven colours: gold, brown, green, red, yellow, white and black. The provincial licence plates display the slogan "Land of Living Skies". The provincial flower of Saskatchewan is the western red lily. Centennial celebrations In 2005, Saskatchewan celebrated its centennial. To honour it, the Royal Canadian Mint issued a commemorative five-dollar coin depicting Canada's wheat fields as well as a circulation 25-cent coin of a similar design. Queen Elizabeth II and Prince Philip visited Regina, Saskatoon, and Lumsden, and the Saskatchewan-reared Joni Mitchell issued an album in Saskatchewan's honour. See also Outline of Saskatchewan Index of Saskatchewan-related articles Notes References Further reading Encyclopedia of Saskatchewan Archer, John H. Saskatchewan: A History. Saskatoon: Western Producer Prairie Books, 1980. 422 pp. Bennett, John W. and Kohl, Seena B. Settling the Canadian-American West, 1890–1915. University of Nebraska Press, 1995. 311 pp. Waiser, Bill. Saskatchewan: A New History (2006) Bocking, D. H., ed. Pages from the Past: Essays on Saskatchewan History. Saskatoon: Western Producer Prairie Books, 1979. 299 pp. LaPointe, Richard and Tessier, Lucille. The Francophones of Saskatchewan: A History. Regina: University of Regina, Campion Coll., 1988. 329 pp. Lipset, Seymour M. Agrarian Socialism: The Cooperative Commonwealth Federation in Saskatchewan: A Study in Political Sociology. University of California Press, 1950. Martin, Robin Shades of Right: Nativist and Fascist Politics in Canada, 1920–1940, University of Toronto Press, 1992. External links Encyclopedia of Saskatchewan SaskTourism Saskatchewan History Online 1905 establishments in Canada Provinces of Canada States and territories established in 1905 Canadian Prairies
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A siege is a military blockade of a city, or fortress, with the intent of conquering by attrition, or a well-prepared assault. This derives from . Siege warfare is a form of constant, low-intensity conflict characterized by one party holding a strong, static, defensive position. Consequently, an opportunity for negotiation between combatants is not uncommon, as proximity and fluctuating advantage can encourage diplomacy. The art of conducting and resisting sieges is called siege warfare, siegecraft, or poliorcetics. A siege occurs when an attacker encounters a city or fortress that cannot be easily taken by a quick assault, and which refuses to surrender. Sieges involve surrounding the target to block the provision of supplies and the reinforcement or escape of troops (a tactic known as "investment"). This is typically coupled with attempts to reduce the fortifications by means of siege engines, artillery bombardment, mining (also known as sapping), or the use of deception or treachery to bypass defenses. Failing a military outcome, sieges can often be decided by starvation, thirst, or disease, which can afflict either the attacker or defender. This form of siege, though, can take many months or even years, depending upon the size of the stores of food the fortified position holds. The attacking force can circumvallate the besieged place, which is to build a line of earth-works, consisting of a rampart and trench, surrounding it. During the process of circumvallation, the attacking force can be set upon by another force, an ally of the besieged place, due to the lengthy amount of time required to force it to capitulate. A defensive ring of forts outside the ring of circumvallated forts, called contravallation, is also sometimes used to defend the attackers from outside. Ancient cities in the Middle East show archaeological evidence of fortified city walls. During the Warring States era of ancient China, there is both textual and archaeological evidence of prolonged sieges and siege machinery used against the defenders of city walls. Siege machinery was also a tradition of the ancient Greco-Roman world. During the Renaissance and the early modern period, siege warfare dominated the conduct of war in Europe. Leonardo da Vinci gained as much of his renown from the design of fortifications as from his artwork. Medieval campaigns were generally designed around a succession of sieges. In the Napoleonic era, increasing use of ever more powerful cannons reduced the value of fortifications. In the 20th century, the significance of the classical siege declined. With the advent of mobile warfare, a single fortified stronghold is no longer as decisive as it once was. While traditional sieges do still occur, they are not as common as they once were due to changes in modes of battle, principally the ease by which huge volumes of destructive power can be directed onto a static target. Modern sieges are more commonly the result of smaller hostage, militant, or extreme resisting arrest situations. Ancient Period The necessity of city walls The Assyrians deployed large labour forces to build new palaces, temples, and defensive walls. Some settlements in the Indus Valley Civilization were also fortified. By about 3500 BC, hundreds of small farming villages dotted the Indus River floodplain. Many of these settlements had fortifications and planned streets. The stone and mud brick houses of Kot Diji were clustered behind massive stone flood dikes and defensive walls, for neighbouring communities quarrelled constantly about the control of prime agricultural land. Mundigak (c. 2500 BC) in present-day south-east Afghanistan has defensive walls and square bastions of sun-dried bricks. City walls and fortifications were essential for the defence of the first cities in the ancient Near East. The walls were built of mudbricks, stone, wood, or a combination of these materials, depending on local availability. They may also have served the dual purpose of showing potential enemies the might of the kingdom. The great walls surrounding the Sumerian city of Uruk gained a widespread reputation. The walls were in length, and up to in height. Later, the walls of Babylon, reinforced by towers, moats, and ditches, gained a similar reputation. In Anatolia, the Hittites built massive stone walls around their cities atop hillsides, taking advantage of the terrain. In Shang Dynasty China, at the site of Ao, large walls were erected in the 15th century BC that had dimensions of in width at the base and enclosed an area of some squared. The ancient Chinese capital for the State of Zhao, Handan, founded in 386 BC, also had walls that were wide at the base; they were tall, with two separate sides of its rectangular enclosure at a length of 1,530 yd (1,400 m). The cities of the Indus Valley Civilization showed less effort in constructing defences, as did the Minoan civilization on Crete. These civilizations probably relied more on the defence of their outer borders or sea shores. Unlike the ancient Minoan civilization, the Mycenaean Greeks emphasized the need for fortifications alongside natural defences of mountainous terrain, such as the massive Cyclopean walls built at Mycenae and other adjacent Late Bronze Age (c. 1600–1100 BC) centers of central and southern Greece. Archaeological evidence Although there are depictions of sieges from the ancient Near East in historical sources and in art, there are very few examples of siege systems that have been found archaeologically. Of the few examples, several are noteworthy: The late 9th-century BC siege system surrounding Tell es-Safi/Gath, Israel, consists of a 2.5 km long siege trench, towers, and other elements, and is the earliest evidence of a circumvallation system known in the world. It was apparently built by Hazael of Aram Damascus, as part of his siege and conquest of Philistine Gath in the late 9th century BC (mentioned in II Kings 12:18). The late 8th-century BC siege system surrounding the site of Lachish (Tell el-Duweir) in Israel, built by Sennacherib of Assyria in 701 BC, is not only evident in the archaeological remains, but is described in Assyrian and biblical sources and in the reliefs of Sennacherib's palace in Nineveh. The siege of Alt-Paphos, Cyprus by the Persian army in the 4th century BC. Depictions The earliest representations of siege warfare have been dated to the Protodynastic Period of Egypt, c. 3000 BC. These show the symbolic destruction of city walls by divine animals using hoes. The first siege equipment is known from Egyptian tomb reliefs of the 24th century BC, showing Egyptian soldiers storming Canaanite town walls on wheeled siege ladders. Later Egyptian temple reliefs of the 13th century BC portray the violent siege of Dapur, a Syrian city, with soldiers climbing scale ladders supported by archers. Assyrian palace reliefs of the 9th to 7th centuries BC display sieges of several Near Eastern cities. Though a simple battering ram had come into use in the previous millennium, the Assyrians improved siege warfare and used huge wooden tower-shaped battering rams with archers positioned on top. In ancient China, sieges of city walls (along with naval battles) were portrayed on bronze 'hu' vessels, like those found in Chengdu, Sichuan in 1965, which have been dated to the Warring States period (5th to 3rd centuries BC). Tactics Offensive An attacker's first act in a siege might be a surprise attack, attempting to overwhelm the defenders before they were ready or were even aware there was a threat. This was how William de Forz captured Fotheringhay Castle in 1221. The most common practice of siege warfare was to lay siege and just wait for the surrender of the enemies inside or, quite commonly, to coerce someone inside to betray the fortification. During the medieval period, negotiations would frequently take place during the early part of the siege. An attacker – aware of a prolonged siege's great cost in time, money, and lives – might offer generous terms to a defender who surrendered quickly. The defending troops would be allowed to march away unharmed, often retaining their weapons. However, a garrison commander who was thought to have surrendered too quickly might face execution by his own side for treason. As a siege progressed, the surrounding army would build earthworks (a line of circumvallation) to completely encircle their target, preventing food, water, and other supplies from reaching the besieged city. If sufficiently desperate as the siege progressed, defenders and civilians might have been reduced to eating anything vaguely edible – horses, family pets, the leather from shoes, and even each other. The Hittite siege of a rebellious Anatolian vassal in the 14th century BC ended when the queen mother came out of the city and begged for mercy on behalf of her people. The Hittite campaign against the kingdom of Mitanni in the 14th century BC bypassed the fortified city of Carchemish. If the main objective of a campaign was not the conquest of a particular city, it could simply be passed by. When the main objective of the campaign had been fulfilled, the Hittite army returned to Carchemish and the city fell after an eight-day siege. Disease was another effective siege weapon, although the attackers were often as vulnerable as the defenders. In some instances, catapults or similar weapons were used to fling diseased animals over city walls in an early example of biological warfare. If all else failed, a besieger could claim the booty of his conquest undamaged, and retain his men and equipment intact, for the price of a well-placed bribe to a disgruntled gatekeeper. The Assyrian siege of Jerusalem in the 8th century BC came to an end when the Israelites bought them off with gifts and tribute, according to the Assyrian account, or when the Assyrian camp was struck by mass death, according to the Biblical account. Due to logistics, long-lasting sieges involving a minor force could seldom be maintained. A besieging army, encamped in possibly squalid field conditions and dependent on the countryside and its own supply lines for food, could very well be threatened with the disease and starvation intended for the besieged. To end a siege more rapidly, various methods were developed in ancient and medieval times to counter fortifications, and a large variety of siege engines was developed for use by besieging armies. Ladders could be used to escalade over the defenses. Battering rams and siege hooks could also be used to force through gates or walls, while catapults, ballistae, trebuchets, mangonels, and onagers could be used to launch projectiles to break down a city's fortifications and kill its defenders. A siege tower, a substantial structure built to equal or greater height than the fortification's walls, could allow the attackers to fire down upon the defenders and also advance troops to the wall with less danger than using ladders. In addition to launching projectiles at the fortifications or defenders, it was also quite common to attempt to undermine the fortifications, causing them to collapse. This could be accomplished by digging a tunnel beneath the foundations of the walls, and then deliberately collapsing or exploding the tunnel. This process is known as mining. The defenders could dig counter-tunnels to cut into the attackers' works and collapse them prematurely. Fire was often used as a weapon when dealing with wooden fortifications. The Byzantine Empire used Greek fire, which contained additives that made it hard to extinguish. Combined with a primitive flamethrower, it proved an effective offensive and defensive weapon. Defensive The universal method for defending against siege is the use of fortifications, principally walls and ditches, to supplement natural features. A sufficient supply of food and water was also important to defeat the simplest method of siege warfare: starvation. On occasion, the defenders would drive 'surplus' civilians out to reduce the demands on stored food and water. During the Warring States period in China (481–221 BC), warfare lost its honorable, gentlemen's duty that was found in the previous era of the Spring and Autumn period, and became more practical, competitive, cut-throat, and efficient for gaining victory. The Chinese invention of the hand-held, trigger-mechanism crossbow during this period revolutionized warfare, giving greater emphasis to infantry and cavalry and less to traditional chariot warfare. The philosophically pacifist Mohists (followers of the philosopher Mozi) of the 5th century BC believed in aiding the defensive warfare of smaller Chinese states against the hostile offensive warfare of larger domineering states. The Mohists were renowned in the smaller states (and the enemies of the larger states) for the inventions of siege machinery to scale or destroy walls. These included traction trebuchet catapults, eight-foot-high ballistas, a wheeled siege ramp with grappling hooks known as the Cloud Bridge (the protractible, folded ramp slinging forward by means of a counterweight with rope and pulley), and wheeled 'hook-carts' used to latch large iron hooks onto the tops of walls to pull them down. When enemies attempted to dig tunnels under walls for mining or entry into the city, the defenders used large bellows (the type the Chinese commonly used in heating up a blast furnace for smelting cast iron) to pump smoke into the tunnels in order to suffocate the intruders. Advances in the prosecution of sieges in ancient and medieval times naturally encouraged the development of a variety of defensive countermeasures. In particular, medieval fortifications became progressively stronger—for example, the advent of the concentric castle from the period of the Crusades—and more dangerous to attackers—witness the increasing use of machicolations and murder-holes, as well the preparation of hot or incendiary substances. Arrowslits (also called arrow loops or loopholes), sally ports (airlock-like doors) for sallies and deep water wells were also integral means of resisting siege at this time. Particular attention would be paid to defending entrances, with gates protected by drawbridges, portcullises, and barbicans. Moats and other water defenses, whether natural or augmented, were also vital to defenders. In the European Middle Ages, virtually all large cities had city walls—Dubrovnik in Dalmatia is a well-preserved example—and more important cities had citadels, forts, or castles. Great effort was expended to ensure a good water supply inside the city in case of siege. In some cases, long tunnels were constructed to carry water into the city. Complex systems of tunnels were used for storage and communications in medieval cities like Tábor in Bohemia, similar to those used much later in Vietnam during the Vietnam War. Until the invention of gunpowder-based weapons (and the resulting higher-velocity projectiles), the balance of power and logistics definitely favored the defender. With the invention of gunpowder, cannon and mortars and howitzers (in modern times), the traditional methods of defense became less effective against a determined siege. Siege accounts Although there are numerous ancient accounts of cities being sacked, few contain any clues to how this was achieved. Some popular tales existed on how the cunning heroes succeeded in their sieges. The best-known is the Trojan Horse of the Trojan War, and a similar story tells how the Canaanite city of Joppa was conquered by the Egyptians in the 15th century BC. The Biblical Book of Joshua contains the story of the miraculous Battle of Jericho. A more detailed historical account from the 8th century BC, called the Piankhi stela, records how the Nubians laid siege to and conquered several Egyptian cities by using battering rams, archers, and slingers and building causeways across moats. Classical antiquity During the Peloponnesian War, one hundred sieges were attempted and fifty-eight ended with the surrender of the besieged area. Alexander the Great's army successfully besieged many powerful cities during his conquests. Two of his most impressive achievements in siegecraft took place in the siege of Tyre and the siege of the Sogdian Rock. His engineers built a causeway that was originally wide and reached the range of his torsion-powered artillery, while his soldiers pushed siege towers housing stone throwers and light catapults to bombard the city walls. Most conquerors before him had found Tyre, a Phoenician island-city about 1 km from the mainland, impregnable. The Macedonians built a mole, a raised spit of earth across the water, by piling stones up on a natural land bridge that extended underwater to the island, and although the Tyrians rallied by sending a fire ship to destroy the towers, and captured the mole in a swarming frenzy, the city eventually fell to the Macedonians after a seven-month siege. In complete contrast to Tyre, Sogdian Rock was captured by stealthy attack. Alexander used commando-like tactics to scale the cliffs and capture the high ground, and the demoralized defenders surrendered. The importance of siege warfare in the ancient period should not be underestimated. One of the contributing causes of Hannibal's inability to defeat Rome was his lack of siege engines, thus, while he was able to defeat Roman armies in the field, he was unable to capture Rome itself. The legionary armies of the Roman Republic and Empire are noted as being particularly skilled and determined in siege warfare. An astonishing number and variety of sieges, for example, formed the core of Julius Caesar's mid-1st-century BC conquest of Gaul (modern France). In his Commentarii de Bello Gallico (Commentaries on the Gallic War), Caesar describes how, at the Battle of Alesia, the Roman legions created two huge fortified walls around the city. The inner circumvallation, , held in Vercingetorix's forces, while the outer contravallation kept relief from reaching them. The Romans held the ground in between the two walls. The besieged Gauls, facing starvation, eventually surrendered after their relief force met defeat against Caesar's auxiliary cavalry. The Sicarii Zealots who defended Masada in AD 73 were defeated by the Roman legions, who built a ramp 100 m high up to the fortress's west wall. During the Roman-Persian Wars, siege warfare was extensively being used by both sides. Medieval period Arabia during Muhammad's era The early Muslims, led by the Islamic prophet Muhammad, made extensive use of sieges during military campaigns. The first use was during the Invasion of Banu Qaynuqa. According to Islamic tradition, the invasion of Banu Qaynuqa occurred in 624 AD. The Banu Qaynuqa were a Jewish tribe expelled by Muhammad for allegedly breaking the treaty known as the Constitution of Medina by pinning the clothes of a Muslim woman, which led to her being stripped naked. A Muslim killed a Jew in retaliation, and the Jews in turn killed the Muslim man. This escalated to a chain of revenge killings, and enmity grew between Muslims and the Banu Qaynuqa, leading to the siege of their fortress. The tribe eventually surrendered to Muhammad, who initially wanted to kill the members of Banu Qaynuqa but ultimately yielded to Abdullah ibn Ubayy's insistence and agreed to expel the Qaynuqa. The second siege was during the Invasion of Banu Nadir. According to The Sealed Nectar, the siege did not last long; the Banu Nadir Jews willingly offered to comply with the Muhammad's order and leave Madinah. Their caravan counted 600 loaded camels, including their chiefs, Huyai bin Akhtab, and Salam bin Abi Al-Huqaiq, who left for Khaibar, whereas another party shifted to Syria. Two of them embraced Islam, Yameen bin ‘Amr and Abu Sa‘d bin Wahab, and so they retained their personal wealth. Muhammad seized their weapons, land, houses, and wealth. Amongst the other booty he managed to capture, there were 50 armours, 50 helmets, and 340 swords. This booty was exclusively Muhammad's because no fighting was involved in capturing it. He divided the booty at his own discretion among the early Emigrants and two poor Helpers, Abu Dujana and Suhail bin Haneef. Other examples include the Invasion of Banu Qurayza in February–March 627 and the siege of Ta'if in January 630. Mongols and Chinese In the Middle Ages, the Mongol Empire's campaign against China (then comprising the Western Xia Dynasty, Jin Dynasty, and Southern Song dynasty) by Genghis Khan until Kublai Khan, who eventually established the Yuan Dynasty in 1271, was very effective, allowing the Mongols to sweep through large areas. Even if they could not enter some of the more well-fortified cities, they used innovative battle tactics to grab hold of the land and the people: By concentrating on the field armies, the strongholds had to wait. Of course, smaller fortresses, or ones easily surprised, were taken as they came along. This had two effects. First, it cut off the principal city from communicating with other cities where they might expect aid. Secondly, refugees from these smaller cities would flee to the last stronghold. The reports from these cities and the streaming hordes of refugees not only reduced the morale of the inhabitants and garrison of the principal city, it also strained their resources. Food and water reserves were taxed by the sudden influx of refugees. Soon, what was once a formidable undertaking became easy. The Mongols were then free to lay siege without interference of the field army, as it had been destroyed. At the siege of Aleppo, Hulagu used twenty catapults against the Bab al-Iraq (Gate of Iraq) alone. In Jûzjânî, there are several episodes in which the Mongols constructed hundreds of siege machines in order to surpass the number which the defending city possessed. While Jûzjânî surely exaggerated, the improbably high numbers which he used for both the Mongols and the defenders do give one a sense of the large numbers of machines used at a single siege. Another Mongol tactic was to use catapults to launch corpses of plague victims into besieged cities. The disease-carrying fleas from the bodies would then infest the city, and the plague would spread, allowing the city to be easily captured, although this transmission mechanism was not known at the time. In 1346, the bodies of Mongol warriors of the Golden Horde who had died of plague were thrown over the walls of the besieged Crimean city of Kaffa (now Feodosiya). It has been speculated that this operation may have been responsible for the advent of the Black Death in Europe. The Black Death is estimated to have killed 30%–60% of Europe's population. On the first night while laying siege to a city, the leader of the Mongol forces would lead from a white tent: if the city surrendered, all would be spared. On the second day, he would use a red tent: if the city surrendered, the men would all be killed, but the rest would be spared. On the third day, he would use a black tent: no quarter would be given. However, the Chinese were not completely defenseless, and from AD 1234 until 1279, the Southern Song Chinese held out against the enormous barrage of Mongol attacks. Much of this success in defense lay in the world's first use of gunpowder (i.e. with early flamethrowers, grenades, firearms, cannons, and land mines) to fight back against the Khitans, the Tanguts, the Jurchens, and then the Mongols. The Chinese of the Song period also discovered the explosive potential of packing hollowed cannonball shells with gunpowder. Written later around 1350 in the Huo Long Jing, this manuscript of Jiao Yu recorded an earlier Song-era cast-iron cannon known as the 'flying-cloud thunderclap eruptor' (fei yun pi-li pao). The manuscript stated that (Wade–Giles spelling): The shells (phao) are made of cast iron, as large as a bowl and shaped like a ball. Inside they contain half a pound of 'magic' gunpowder (shen huo). They are sent flying towards the enemy camp from an eruptor (mu phao); and when they get there a sound like a thunder-clap is heard, and flashes of light appear. If ten of these shells are fired successfully into the enemy camp, the whole place will be set ablaze... During the Ming Dynasty (AD 1368–1644), the Chinese were very concerned with city planning in regards to gunpowder warfare. The site for constructing the walls and the thickness of the walls in Beijing's Forbidden City were favoured by the Chinese Yongle Emperor (r. 1402–1424) because they were in pristine position to resist cannon volley and were built thick enough to withstand attacks from cannon fire. For more, see Technology of the Song dynasty. Age of gunpowder The introduction of gunpowder and the use of cannons brought about a new age in siege warfare. Cannons were first used in Song dynasty China during the early 13th century, but did not become significant weapons for another 150 years or so. In early decades, cannons could do little against strong castles and fortresses, providing little more than smoke and fire. By the 16th century, however, they were an essential and regularized part of any campaigning army, or castle's defences. The greatest advantage of cannons over other siege weapons was the ability to fire a heavier projectile, farther, faster, and more often than previous weapons. They could also fire projectiles in a straight line, so that they could destroy the bases of high walls. Thus, 'old fashioned' walls – that is, high and, relatively, thin – were excellent targets, and, over time, easily demolished. In 1453, the great walls of Constantinople, the capital of the Byzantine Empire, were broken through in just six weeks by the 62 cannons of Mehmed II's army. However, new fortifications, designed to withstand gunpowder weapons, were soon constructed throughout Europe. During the Renaissance and the early modern period, siege warfare continued to dominate the conduct of the European wars. Once siege guns were developed, the techniques for assaulting a town or fortress became well known and ritualized. The attacking army would surround a town. Then the town would be asked to surrender. If they did not comply, the besieging army would surround the town with temporary fortifications to stop sallies from the stronghold or relief getting in. The attackers would next build a length of trenches parallel to the defences (these are known as the "First parallel") and just out of range of the defending artillery. They would dig a trench (known as a Forward) towards the town in a zigzag pattern so that it could not be enfiladed by defending fire. Once they were within artillery range, they would dig another parallel (the Second Parallel) trench and fortify it with gun emplacements. This technique is commonly called entrenchment. If necessary, using the first artillery fire for cover, the forces conducting the siege would repeat the process until they placed their guns close enough to be laid (aimed) accurately to make a breach in the fortifications. In order to allow the forlorn hope and support troops to get close enough to exploit the breach, more zigzag trenches could be dug even closer to the walls, with more parallel trenches to protect and conceal the attacking troops. After each step in the process, the besiegers would ask the besieged to surrender. If the forlorn hope stormed the breach successfully, the defenders could expect no mercy. Emerging theories The castles that in earlier years had been formidable obstacles were easily breached by the new weapons. For example, in Spain, the newly equipped army of Ferdinand and Isabella was able to conquer Moorish strongholds in Granada in 1482–1492 that had held out for centuries before the invention of cannons. In the early 15th century, Italian architect Leon Battista Alberti wrote a treatise entitled De Re aedificatoria, which theorized methods of building fortifications capable of withstanding the new guns. He proposed that walls be "built in uneven lines, like the teeth of a saw". He proposed star-shaped fortresses with low, thick walls. However, few rulers paid any attention to his theories. A few towns in Italy began building in the new style late in the 1480s, but it was only with the French invasion of the Italian peninsula in 1494–1495 that the new fortifications were built on a large scale. Charles VIII invaded Italy with an army of 18,000 men and a horse-drawn siege-train. As a result, he could defeat virtually any city or state, no matter how well defended. In a panic, military strategy was completely rethought throughout the Italian states of the time, with a strong emphasis on the new fortifications that could withstand a modern siege. New fortresses The most effective way to protect walls against cannonfire proved to be depth (increasing the width of the defences) and angles (ensuring that attackers could only fire on walls at an oblique angle, not square on). Initially, walls were lowered and backed, in front and behind, with earth. Towers were reformed into triangular bastions. This design matured into the trace italienne. Star-shaped fortresses surrounding towns and even cities with outlying defences proved very difficult to capture, even for a well-equipped army. Fortresses built in this style throughout the 16th century did not become fully obsolete until the 19th century, and were still in use throughout World War I (though modified for 20th-century warfare). During World War II, trace italienne fortresses could still present a formidable challenge, for example, in the last days of World War II, during the Battle in Berlin, that saw some of the heaviest urban fighting of the war, the Soviets did not attempt to storm the Spandau Citadel (built between 1559 and 1594), but chose to invest it and negotiate its surrender. However, the cost of building such vast modern fortifications was incredibly high, and was often too much for individual cities to undertake. Many were bankrupted in the process of building them; others, such as Siena, spent so much money on fortifications that they were unable to maintain their armies properly, and so lost their wars anyway. Nonetheless, innumerable large and impressive fortresses were built throughout northern Italy in the first decades of the 16th century to resist repeated French invasions that became known as the Italian Wars. Many stand to this day. In the 1530s and '40s, the new style of fortification began to spread out of Italy into the rest of Europe, particularly to France, the Netherlands, and Spain. Italian engineers were in enormous demand throughout Europe, especially in war-torn areas such as the Netherlands, which became dotted by towns encircled in modern fortifications. The densely populated areas of Northern Italy and the United Provinces (the Netherlands) were infamous for their high degree of fortification of cities. It made campaigns in these areas very hard to successfully conduct, considering even minor cities had to be captured by siege within the span of the campaigning season. In the Dutch case, the possibility of flooding large parts of the land provided an additional obstacle to besiegers, for example at the siege of Leiden. For many years, defensive and offensive tactics were well balanced, leading to protracted and costly wars such as Europe had never known, involving more and more planning and government involvement. The new fortresses ensured that war rarely extended beyond a series of sieges. Because the new fortresses could easily hold 10,000 men, an attacking army could not ignore a powerfully fortified position without serious risk of counterattack. As a result, virtually all towns had to be taken, and that was usually a long, drawn-out affair, potentially lasting from several months to years, while the members of the town were starved to death. Most battles in this period were between besieging armies and relief columns sent to rescue the besieged. Marshal Vauban and Van Coehoorn At the end of the 17th century, two influential military engineers, the French Marshal Vauban and the Dutch military engineer Menno van Coehoorn, developed modern fortification to its pinnacle, refining siege warfare without fundamentally altering it: ditches would be dug; walls would be protected by glacis; and bastions would enfilade an attacker. Both engineers developed their ideas independently, but came to similar general rules regarding defensive construction and offensive action against fortifications. Both were skilled in conducting sieges and defences themselves. Before Vauban and Van Coehoorn, sieges had been somewhat slapdash operations. Vauban and Van Coehoorn refined besieging to a science with a methodical process that, if uninterrupted, would break even the strongest fortifications. Examples of their styles of fortifications are Arras (Vauban) and the no-longer-existent fortress of Bergen op Zoom (Van Coehoorn). The main differences between the two lay in the difference in terrain on which Vauban and Van Coehoorn constructed their defences: Vauban in the sometimes more hilly and mountainous terrain of France, Van Coehoorn in the flat and floodable lowlands of the Netherlands. Planning and maintaining a siege is just as difficult as fending one off. A besieging army must be prepared to repel both sorties from the besieged area and also any attack that may try to relieve the defenders. It was thus usual to construct lines of trenches and defenses facing in both directions. The outermost lines, known as the lines of contravallation, would surround the entire besieging army and protect it from attackers. This would be the first construction effort of a besieging army, built soon after a fortress or city had been invested. A line of circumvallation would also be constructed, facing in towards the besieged area, to protect against sorties by the defenders and to prevent the besieged from escaping. The next line, which Vauban usually placed at about 600 meters from the target, would contain the main batteries of heavy cannons so that they could hit the target without being vulnerable themselves. Once this line was established, work crews would move forward, creating another line at 250 meters. This line contained smaller guns. The final line would be constructed only 30 to 60 meters from the fortress. This line would contain the mortars and would act as a staging area for attack parties once the walls were breached. Van Coehoorn developed a small and easily movable mortar named the coehorn, variations of which were used in sieges until the 19th century. It would also be from this line that miners working to undermine the fortress would operate. The trenches connecting the various lines of the besiegers could not be built perpendicular to the walls of the fortress, as the defenders would have a clear line of fire along the whole trench. Thus, these lines (known as saps) needed to be sharply jagged. Another element of a fortress was the citadel. Usually, a citadel was a "mini fortress" within the larger fortress, sometimes designed as a reduit, but more often as a means of protecting the garrison from potential revolt in the city. The citadel was used in wartime and peacetime to keep the residents of the city in line. As in ages past, most sieges were decided with very little fighting between the opposing armies. An attacker's army was poorly served, incurring the high casualties that a direct assault on a fortress would entail. Usually, they would wait until supplies inside the fortifications were exhausted or disease had weakened the defenders to the point that they were willing to surrender. At the same time, diseases, especially typhus, were a constant danger to the encamped armies outside the fortress, and often forced a premature retreat. Sieges were often won by the army that lasted the longest. An important element of strategy for the besieging army was whether or not to allow the encamped city to surrender. Usually, it was preferable to graciously allow a surrender, both to save on casualties, and to set an example for future defending cities. A city that was allowed to surrender with minimal loss of life was much better off than a city that held out for a long time and was brutally butchered at the end. Moreover, if an attacking army had a reputation of killing and pillaging regardless of a surrender, then other cities' defensive efforts would be redoubled. Usually, a city would surrender (with no honour lost) when its inner lines of defence were reached by the attacker. In case of refusal, however, the inner lines would have to be stormed by the attacker and the attacking troops would be seen to be justified in sacking the city. Siege warfare Siege warfare dominated in Western Europe for most of the 17th and 18th centuries. An entire campaign, or longer, could be used in a single siege (for example, Ostend in 1601–1604; La Rochelle in 1627–1628). This resulted in extremely prolonged conflicts. The balance was that, while siege warfare was extremely expensive and very slow, it was very successful—or, at least, more so than encounters in the field. Battles arose through clashes between besiegers and relieving armies, but the principle was a slow, grinding victory by the greater economic power. The relatively rare attempts at forcing pitched battles (Gustavus Adolphus in 1630; the French against the Dutch in 1672 or 1688) were almost always expensive failures. The exception to this rule were the English. During the English Civil War, anything which tended to prolong the struggle, or seemed like want of energy and avoidance of a decision, was bitterly resented by the men of both sides. In France and Germany, the prolongation of a war meant continued employment for the soldiers, but in England, both sides were looking to end the war quickly. Even when in the end the New Model Army—a regular professional army—developed the original decision-compelling spirit permeated the whole organisation, as was seen when pitched against regular professional continental troops the Battle of the Dunes during the Interregnum. Experienced commanders on both sides in the English Civil War recommended the abandonment of garrisoned fortifications for two primary reasons. The first, as for example proposed by the Royalist Sir Richard Willis to King Charles, was that by abandoning the garrisoning of all but the most strategic locations in one's own territory, far more troops would be available for the field armies, and it was the field armies which would decide the conflict. The other argument was that by slighting potential strong points in one's own territory, an enemy expeditionary force, or local enemy rising, would find it more difficult to consolidate territorial gains against an inevitable counterattack. Sir John Meldrum put forward just such an argument to the Parliamentary Committee of Both Kingdoms, to justify his slighting of Gainsborough in Lincolnshire. Sixty years later, during the War of the Spanish Succession, the Duke of Marlborough preferred to engage the enemy in pitched battles, rather than engage in siege warfare, although he was very proficient in both types of warfare. On 15 April 1746, the day before the Battle of Culloden, at Dunrobin Castle, a party of William Sutherland's militia conducted the last siege fought on the mainland of Great Britain against Jacobite members of Clan MacLeod. Strategic concepts In the French Revolutionary and Napoleonic Wars, new techniques stressed the division of armies into all-arms corps that would march separately and only come together on the battlefield. The less-concentrated army could now live off the country and move more rapidly over a larger number of roads. Fortresses commanding lines of communication could be bypassed and would no longer stop an invasion. Since armies could not live off the land indefinitely, Napoleon Bonaparte always sought a quick end to any conflict by pitched battle. This military revolution was described and codified by Clausewitz. Industrial advances Advances in artillery made previously impregnable defences useless. For example, the walls of Vienna that had held off the Turks in the mid-17th century were no obstacle to Napoleon in the early 19th. Where sieges occurred (such as the siege of Delhi and the siege of Cawnpore during the Indian Rebellion of 1857), the attackers were usually able to defeat the defences within a matter of days or weeks, rather than weeks or months as previously. The great Swedish white-elephant fortress of Karlsborg was built in the tradition of Vauban and intended as a reserve capital for Sweden, but it was obsolete before it was completed in 1869. Railways, when they were introduced, made possible the movement and supply of larger armies than those that fought in the Napoleonic Wars. It also reintroduced siege warfare, as armies seeking to use railway lines in enemy territory were forced to capture fortresses which blocked these lines. During the Franco-Prussian War, the battlefield front-lines moved rapidly through France. However, the Prussian and other German armies were delayed for months at the siege of Metz and the siege of Paris, due to the greatly increased firepower of the defending infantry, and the principle of detached or semi-detached forts with heavy-caliber artillery. This resulted in the later construction of fortress works across Europe, such as the massive fortifications at Verdun. It also led to the introduction of tactics which sought to induce surrender by bombarding the civilian population within a fortress, rather than the defending works themselves. The siege of Sevastopol during the Crimean War and the siege of Petersburg (1864–1865) during the American Civil War showed that modern citadels, when improved by improvised defences, could still resist an enemy for many months. The Siege of Plevna during the Russo-Turkish War (1877–1878) proved that hastily constructed field defences could resist attacks prepared without proper resources, and were a portent of the trench warfare of World War I. Advances in firearms technology without the necessary advances in battlefield communications gradually led to the defence again gaining the ascendancy. An example of siege during this time, prolonged during 337 days due to the isolation of the surrounded troops, was the siege of Baler, in which a reduced group of Spanish soldiers was besieged in a small church by the Philippine rebels in the course of the Philippine Revolution and the Spanish–American War, until months after the Treaty of Paris, the end of the conflict. Furthermore, the development of steamships availed greater speed to blockade runners, ships with the purpose of bringing cargo, e.g. food, to cities under blockade, as with Charleston, South Carolina during the American Civil War. Modern warfare First World War Mainly as a result of the increasing firepower (such as machine guns) available to defensive forces, First World War trench warfare briefly revived a form of siege warfare. Although siege warfare had moved out from an urban setting because city walls had become ineffective against modern weapons, trench warfare was nonetheless able to use many of the techniques of siege warfare in its prosecution (sapping, mining, barrage and, of course, attrition), but on a much larger scale and on a greatly extended front. More traditional sieges of fortifications took place in addition to trench sieges. The siege of Tsingtao was one of the first major sieges of the war, but the inability for significant resupply of the German garrison made it a relatively one-sided battle. The Germans and the crew of an Austro-Hungarian protected cruiser put up a hopeless defence and, after holding out for more than a week, surrendered to the Japanese, forcing the German East Asia Squadron to steam towards South America for a new coal source. The other major siege outside Europe during the First World War was in Mesopotamia, at the siege of Kut. After a failed attempt to move on Baghdad, stopped by the Ottomans at the bloody Battle of Ctesiphon, the British and their large contingent of Indian sepoy soldiers were forced to retreat to Kut, where the Ottomans under German General Baron Colmar von der Goltz laid siege. The British attempts to resupply the force via the Tigris river failed, and rationing was complicated by the refusal of many Indian troops to eat cattle products. By the time the garrison fell on 29 April 1916, starvation was rampant. Conditions did not improve greatly under Turkish imprisonment. Along with the battles of Tanga, Sandfontein, Gallipoli, and Namakura, it would be one of Britain's numerous embarrassing colonial defeats of the war. The largest sieges of the war, however, took place in Europe. The initial German advance into Belgium produced four major sieges: the Battle of Liège, the Battle of Namur, the siege of Maubeuge, and the siege of Antwerp. All four would prove crushing German victories, at Liège and Namur against the Belgians, at Maubeuge against the French and at Antwerp against a combined Anglo-Belgian force. The weapon that made these victories possible were the German Big Berthas and the Skoda 305 mm Model 1911 siege mortars, one of the best siege mortars of the war, on loan from Austria-Hungary. These huge guns were the decisive weapon of siege warfare in the 20th century, taking part at Przemyśl, the Belgian sieges, on the Italian Front and Serbian Front, and even being reused in World War II. At the second siege of Przemyśl, the Austro-Hungarian garrison showed an excellent knowledge of siege warfare, not only waiting for relief, but sending sorties into Russian lines and employing an active defence that resulted in the capture of the Russian General Lavr Kornilov. Despite its excellent performance, the garrison's food supply had been requisitioned for earlier offensives, a relief expedition was stalled by the weather, ethnic rivalries flared up between the defending soldiers, and a breakout attempt failed. When the commander of the garrison Hermann Kusmanek finally surrendered, his troops were eating their horses and the first attempt of large-scale air supply had failed. It was one of the few great victories obtained by either side during the war; 110,000 Austro-Hungarian prisoners were marched back to Russia. Use of aircraft for siege running, bringing supplies to areas under siege, would nevertheless prove useful in many sieges to come. The largest siege of the war, and arguably the roughest, most gruesome battle in history, was the Battle of Verdun. Whether the battle can be considered true siege warfare is debatable. Under the theories of Erich von Falkenhayn, it is more distinguishable as purely attrition with a coincidental presence of fortifications on the battlefield. When considering the plans of Crown Prince Wilhelm, purely concerned with taking the citadel and not with French casualty figures, it can be considered a true siege. The main fortifications were Fort Douaumont, Fort Vaux, and the fortified city of Verdun itself. The Germans, through the use of huge artillery bombardments, flamethrowers, and infiltration tactics, were able to capture both Vaux and Douaumont, but were never able to take the city, and eventually lost most of their gains. It was a battle that, despite the French ability to fend off the Germans, neither side won. The German losses were not worth the potential capture of the city, and the French casualties were not worth holding the symbol of her defence. The development of the armoured tank and improved infantry tactics at the end of World War I swung the pendulum back in favour of manoeuvre, and with the advent of Blitzkrieg in 1939, the end of traditional siege warfare was at hand. The Maginot Line would be the prime example of the failure of immobile, post–World War I fortifications. Although sieges would continue, it would be in a totally different style and on a reduced scale. Second World War The Blitzkrieg of the Second World War truly showed that fixed fortifications are easily defeated by manoeuvre instead of frontal assault or long sieges. The great Maginot Line was bypassed, and battles that would have taken weeks of siege could now be avoided with the careful application of air power (such as the German paratrooper capture of Fort Eben-Emael, Belgium, early in World War II). The most important siege was the siege of Leningrad, that lasted over 29 months, about half of the duration of the entire Second World War. The siege of Leningrad resulted in the deaths of some one million of the city's inhabitants. Along with the Battle of Stalingrad, the siege of Leningrad on the Eastern Front was the deadliest siege of a city in history. In the west, apart from the Battle of the Atlantic, the sieges were not on the same scale as those on the European Eastern front; however, there were several notable or critical sieges: the island of Malta, for which the population won the George Cross and Tobruk. In the South-East Asian Theatre, there was the siege of Singapore, and in the Burma Campaign, sieges of Myitkyina, the Admin Box, Imphal, and Kohima, which was the high-water mark for the Japanese advance into India. The siege of Sevastopol saw the use of the heaviest and most powerful individual siege engines ever to be used: the German 800mm railway gun and the 600mm siege mortar. Though a single shell could have disastrous local effect, the guns were susceptible to air attack in addition to being slow to move. Airbridge Throughout the war both the Western Allies and the Germans tried to supply forces besieged behind enemy lines with ad-hoc airbridges. Sometimes these attempts failed, as happened to the besieged German Sixth Army the siege of Stalingrad, and sometimes they succeeded as happened during the Battle of the Admin Box (5 – 23 February 1944) and, during the short Siege of Bastogne (December 1944). The logistics of strategic airbridge operations were developed by the Americans flying military transport aircraft from India to China over the Hump (1942–1945), to resupply the Chinese war effort of Chiang Kai-shek, and to the USAAF XX Bomber Command (during Operation Matterhorn). Tactical airbridge methods were developed and, as planned, used extensively for supplying the Chindits during Operation Thursday (February – May 1944). The Chindits a specially trained division of the British and Indian armies were flown deep behind Japanese front lines in the South-East Asian theatre to jungle clearings in Burma where they set up fortified airheads from which they sailed out to attack Japanese lines of communications, while defending the bases from Japanese counterattacks. The bases were re-supplied by air with casualties flown out by returning aircraft. When the Japanese attacked in strength the Chindits abandoned the bases and either moved to new bases, or back to Allied lines. Post-Second World War Several times during the Cold War the western powers had to use their airbridge expertise. The Berlin Blockade from June 1948 to September 1949, the Western Powers flew over 200,000 flights, providing to West Berlin up to 8,893 tons of necessities each day. Airbridge was used extensively during the siege of Dien Bien Phu during the First Indochina War, but failed to prevent its fall to the Việt Minh in 1954. In the next Vietnam War, airbridge proved crucial during the siege of the American base at Khe Sanh in 1968. The resupply it provided kept the North Vietnamese Army from capturing the base. In both Vietnamese cases, the Viet Minh and NLF were able to cut off the opposing army by capturing the surrounding rugged terrain. At Dien Bien Phu, the French were unable to use air power to overcome the siege and were defeated. However, at Khe Sanh, a mere 14 years later, advances in air power—and a reduction in Vietnamese anti-aircraft capability—allowed the United States to withstand the siege. The resistance of US forces was assisted by the PAVN and PLAF forces' decision to use the Khe Sanh siege as a strategic distraction to allow their mobile warfare offensive, the first Tet Offensive, to unfold securely. The siege of Khe Sanh displays typical features of modern sieges, as the defender has greater capacity to withstand the siege, the attacker's main aim is to bottle operational forces or create a strategic distraction, rather than take the siege to a conclusion. In neighbouring Cambodia, at that time known as the Khmer Republic, the Khmer Rouge used siege tactics to cut off supplies from Phnom Penh to other government-held enclaves in an attempt to break the will of the government to continue fighting. In 1972, during the Easter offensive, the siege of An Lộc Vietnam occurred. ARVN troops and U.S. advisers and air power successfully defeated communist forces. The Battle of An Lộc pitted some 6,350 ARVN men against a force three times that size. During the peak of the battle, ARVN had access to only one 105 mm howitzer to provide close support, while the enemy attack was backed by an entire artillery division. ARVN had no tanks, the NVA communist forces had two armoured regiments. ARVN prevailed after over two months of continuous fighting. As General Paul Vanuxem, a French veteran of the Indochina War, wrote in 1972 after visiting the liberated city of An Lộc: "An Lộc was the Verdun of Vietnam, where Vietnam received as in baptism the supreme consecration of her will." During the Yugoslav Wars in the 1990s, Republika Srpska forces besieged Sarajevo, the capital of Bosnia-Herzegovina. The siege lasted from 1992 until 1996. Numerous sieges haven taken place during the Syrian Civil War, such as the Siege of Homs, Siege of Kobanî, Siege of Deir ez-Zor (2014–2017) and Siege of al-Fu'ah and Kafriya. Police activity Siege tactics continue to be employed in police conflicts. This has been due to a number of factors, primarily risk to life, whether that of the police, the besieged, bystanders, or hostages. Police make use of trained negotiators, psychologists, and, if necessary, force, generally being able to rely on the support of their nation's armed forces if required. One of the complications facing police in a siege involving hostages is Stockholm syndrome, where sometimes hostages can develop a sympathetic rapport with their captors. If this helps keep them safe from harm, this is considered to be a good thing, but there have been cases where hostages have tried to shield the captors during an assault or refused to cooperate with the authorities in bringing prosecutions. The 1993 police siege on the Branch Davidian church in Waco, Texas, lasted 51 days, an atypically long police siege. Unlike traditional military sieges, police sieges tend to last for hours or days, rather than weeks, months, or years. In Britain, if the siege involves perpetrators who are considered by the British Government to be terrorists, and if an assault is to take place, the civilian authorities hand command and control over to the military. The threat of such an action ended the Balcombe Street siege in 1975, but the Iranian Embassy siege in 1980 ended in a military assault and the deaths of all but one of the hostage-takers. See also Battleplan (documentary TV series) Blitzkrieg Breastwork (fortification) Infiltration Last stand Maneuver warfare Medieval warfare Sangar (fortification) Siege engines Siege equipment Tunnel warfare Lists List of established military terms List of sieges Notes References Further reading Historiography External links Native American Siege Warfare. Siege Kits Scenes of Siege Warfare Three ancient Egyptian Sieges: Megiddo, Dapur, Hermopolis The Siege Of The City Biblical perspectives. Secrets of Lost Empires: Medieval Siege (PBS) Informative and interactive webpages about medieval siege tactics. Battles by type Military strategy Warfare of the Middle Ages
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Stephen Edwin King (born September 21, 1947) is an American author of horror, supernatural fiction, suspense, crime, science-fiction, and fantasy novels. Described as the "King of Horror", a play on his surname and a reference to his high standing in pop culture, his books have sold more than 350 million copies, and many have been adapted into films, television series, miniseries, and comic books. King has published 63 novels, including seven under the pen name Richard Bachman, and five non-fiction books. He has also written approximately 200 short stories, most of which have been published in book collections. King has received Bram Stoker Awards, World Fantasy Awards, and British Fantasy Society Awards. In 2003, the National Book Foundation awarded him the Medal for Distinguished Contribution to American Letters. He has also received awards for his contribution to literature for his entire bibliography, such as the 2004 World Fantasy Award for Life Achievement and the 2007 Grand Master Award from the Mystery Writers of America. In 2015, he was awarded with a National Medal of Arts from the U.S. National Endowment for the Arts for his contributions to literature. Early life Stephen Edwin King was born in Portland, Maine, on September 21, 1947. His father, Donald Edwin King, was a merchant seaman who was born with the surname Pollock but changed it to King as an adult. King's mother was Nellie Ruth King (née Pillsbury). His parents were married in Scarborough, Maine, on July 23, 1939. Shortly afterwards, they lived with Donald's family in Chicago before moving to Croton-on-Hudson, New York. King's parents returned to Maine towards the end of World War II, living in a modest house in Scarborough. When King was two years old, his father left the family. His mother raised him and his older brother David by herself, sometimes under great financial strain. They moved from Scarborough and depended on relatives in Chicago; Croton-on-Hudson; West De Pere, Wisconsin; Fort Wayne, Indiana; Malden, Massachusetts; and Stratford, Connecticut. When King was 11, his family moved to Durham, Maine, where his mother cared for her parents until their deaths. She then became a caregiver in a local residential facility for the mentally challenged. King was raised Methodist, but lost his belief in organized religion while in high school. While no longer religious, he says he chooses to believe in the existence of God. As a child, King apparently witnessed one of his friends being struck and killed by a train, though he has no memory of the event. His family told him that after leaving home to play with the boy, King returned speechlessly and seemingly in shock. Only later did the family learn of the friend's death. Some commentators have suggested that this event may have psychologically inspired some of King's darker works, but King makes no mention of it in his memoir On Writing (2000). He related in detail his primary inspiration for writing horror fiction in his non-fiction Danse Macabre (1981), in a chapter titled "An Annoying Autobiographical Pause". He compared his uncle's dowsing for water using the bough of an apple branch with the sudden realization of what he wanted to do for a living. That inspiration occurred while browsing through an attic with his elder brother, when King uncovered a paperback version of an H. P. Lovecraft collection of short stories he remembers as The Lurker in the Shadows, that had belonged to his father. King told Barnes & Noble Studios during a 2009 interview, "I knew that I'd found home when I read that book." King attended Durham Elementary School and graduated from Lisbon Falls High School in Lisbon Falls, Maine, in 1966. He displayed an early interest in horror as an avid reader of EC horror comics, including Tales from the Crypt, and he later paid tribute to the comics in his screenplay for Creepshow. He began writing for fun while still in school, contributing articles to Dave's Rag, the newspaper his brother published with a mimeograph machine, and later began selling stories to his friends based on movies he had seen (he was forced to return the profits when discovered by teachers.) The first of his stories to be independently published was "I Was a Teenage Grave Robber", which was serialized over four issues (three published and one unpublished) of a fanzine, Comics Review, in 1965. That story was published the following year in a revised form as "In a Half-World of Terror" in another fanzine, Stories of Suspense, edited by Marv Wolfman. As a teen, King also won a Scholastic Art and Writing Award. From 1966, King studied at the University of Maine, graduating in 1970 with a Bachelor of Arts in English. That year, his daughter Naomi Rachel was born. He wrote a column, Steve King's Garbage Truck, for the student newspaper, The Maine Campus, and participated in a writing workshop organized by Burton Hatlen. King held a variety of jobs to pay for his studies, including janitor, gas pump attendant, and worker at an industrial laundry. King met his wife, fellow student Tabitha Spruce, at the university's Fogler Library after one of Professor Hatlen's workshops; they wed in 1971. Career Beginnings King sold his first professional short story, "The Glass Floor", to Startling Mystery Stories in 1967. After graduating from the University of Maine, King earned a certificate to teach high school but, unable to find a teaching post immediately, he initially supplemented his laboring wage by selling short stories to men's magazines such as Cavalier. Many of these early stories have been republished in the collection Night Shift. The short story "The Raft" was published in Adam, a men's magazine. After being arrested for stealing traffic cones (he was annoyed after one of the cones knocked his muffler loose), he was fined $250 for petty larceny but had no money to pay. However, a check then arrived for "The Raft" (then entitled "The Float"), and King cashed it to pay the fine. In 1971, King was hired as a teacher at Hampden Academy in Hampden, Maine. He continued to contribute short stories to magazines and worked on ideas for novels. During 1966–1970, he wrote a draft about his dystopian novel called The Long Walk and the anti-war novel Sword in the Darkness, but neither of the works was published at the time; only The Long Walk was later released in 1979. Carrie and aftermath In 1973, King's novel Carrie was accepted by publishing house Doubleday. Carrie was King's fourth novel, but it was the first to be published. It was written on a portable typewriter that belonged to his wife. The novel began as a short story intended for Cavalier magazine, but King tossed the first three pages of his work in the garbage can. Tabitha King fished the pages out of the garbage can and encouraged him to finish the story, saying that she would help him with the female perspective; he followed her advice and expanded it into a novel. King said, "I persisted because I was dry and had no better ideas… my considered opinion was that I had written the world's all-time loser." According to The Guardian, Carrie "is the story of Carrie White, a high-school student with latent—and then, as the novel progresses, developing—telekinetic powers. It's brutal in places, affecting in others (Carrie's relationship with her almost hysterically religious mother being a particularly damaged one), and gory in even more." When Carrie was chosen for publication, King's phone was out of service. Doubleday editor William Thompson – who would eventually become King's close friend – sent a telegram to King's house in late March or early April 1973 which read: "Carrie Officially A Doubleday Book. $2,500 Advance Against Royalties. Congrats, Kid – The Future Lies Ahead, Bill." According to King, he bought a new Ford Pinto with the money from the advance. On May 13, 1973, New American Library bought the paperback rights for $400,000, which—in accordance with King's contract with Doubleday—was split between them. Carrie set King's career in motion and became a significant novel in the horror genre. In 1976, it was made into a successful horror film. King's 'Salem's Lot was published in 1975. In a 1987 issue of The Highway Patrolman magazine, he stated, "The story seems sort of down home to me. I have a special cold spot in my heart for it!" After his mother's death, King and his family moved to Boulder, Colorado, where King wrote The Shining (published 1977). The family returned to western Maine in 1975, where King completed his fourth novel, The Stand (published 1978). In 1977, the family, with the addition of Owen Philip (his third and youngest child), traveled briefly to England, returning to Maine that fall, where King began teaching creative writing at the University of Maine. In 1982, King published Different Seasons, a collection of four novellas with a more serious dramatic bent than the horror fiction for which King is famous. The collection is notable for having had three of its four novellas turned into Hollywood films: Stand by Me (1986) was adapted from the novella The Body, The Shawshank Redemption (1994) was adapted from the novella Rita Hayworth and Shawshank Redemption, and Apt Pupil (1998) was adapted from the novella of the same name. In 1985, King wrote his first work for the comic book medium, writing a few pages of the benefit X-Men comic book Heroes for Hope Starring the X-Men. The book, whose profits were donated to assist with famine relief in Africa, was written by a number of different authors in the comic book field, such as Chris Claremont, Stan Lee, and Alan Moore, as well as authors not primarily associated with that industry, such as Harlan Ellison. The following year, King published It (1986), which was the best-selling hard-cover novel in the United States that year, and wrote the introduction to Batman No. 400, an anniversary issue in which he expressed his preference for that character over Superman. The Dark Tower books In the late 1970s, King began what became a series of interconnected stories about a lone gunslinger, Roland, who pursues the "Man in Black" in an alternate-reality universe that is a cross between J. R. R. Tolkien's Middle-earth and the American Wild West as depicted by Clint Eastwood and Sergio Leone in their spaghetti Westerns. The first of these stories, The Dark Tower: The Gunslinger, was initially published in five installments by The Magazine of Fantasy & Science Fiction under the editorship of Edward L. Ferman, from 1977 to 1981. The Gunslinger was continued as an eight-book epic series called The Dark Tower, whose books King wrote and published infrequently over four decades. Pseudonyms In the late 1970s and early 1980s, King published a handful of short novels—Rage (1977), The Long Walk (1979), Roadwork (1981), The Running Man (1982) and Thinner (1984)—under the pseudonym Richard Bachman. The idea behind this was to test whether he could replicate his success again and to allay his fears that his popularity was an accident. An alternate explanation was that publishing standards at the time allowed only a single book a year. He picked up the name from the hard rock band Bachman-Turner Overdrive, of which he is a fan. Richard Bachman was exposed as King's pseudonym by a persistent Washington, D.C. bookstore clerk, Steve Brown, who noticed similarities between the works and later located publisher's records at the Library of Congress that named King as the author of one of Bachman's novels. This led to a press release heralding Bachman's "death"—supposedly from "cancer of the pseudonym". King dedicated his 1989 book The Dark Half, about a pseudonym turning on a writer, to "the deceased Richard Bachman", and in 1996, when the Stephen King novel Desperation was released, the companion novel The Regulators carried the "Bachman" byline. In 2006, during a press conference in London, King declared that he had discovered another Bachman novel, titled Blaze. It was published on June 12, 2007. In fact, the original manuscript had been held at King's Alma mater, the University of Maine in Orono, for many years and had been covered by numerous King experts. King rewrote the original 1973 manuscript for its publication. King has used other pseudonyms. The short story "The Fifth Quarter" was published under the pseudonym John Swithen (the name of a character in the novel Carrie), by Cavalier in April 1972. The story was reprinted in King's collection Nightmares & Dreamscapes in 1993 under his own name. In the introduction to the Bachman novel Blaze, King claims, with tongue-in-cheek, that "Bachman" was the person using the Swithen pseudonym. The "children's book" Charlie the Choo-Choo: From the World of The Dark Tower was published in 2016 under the pseudonym Beryl Evans, who was portrayed by actress Allison Davies during a book signing at San Diego Comic-Con, and illustrated by Ned Dameron. It is adapted from a fictional book central to the plot of King's previous novel The Dark Tower III: The Waste Lands. Digital era In 2000, King published online a serialized horror novel, The Plant. At first the public assumed that King had abandoned the project because sales were unsuccessful, but King later stated that he had simply run out of stories. The unfinished epistolary novel is still available from King's official site, now free. Also in 2000, he wrote a digital novella, Riding the Bullet, and saying he foresaw e-books becoming 50% of the market "probably by 2013 and maybe by 2012". However, he also stated: "Here's the thing—people tire of the new toys quickly." King wrote the first draft of the 2001 novel Dreamcatcher with a notebook and a Waterman fountain pen, which he called "the world's finest word processor". In August 2003, King began writing a column on pop culture appearing in Entertainment Weekly, usually every third week. The column was called The Pop of King (a play on the nickname "The King of Pop" commonly attributed to Michael Jackson). In 2006, King published an apocalyptic novel, Cell. The book features a sudden force in which every cell phone user turns into a mindless killer. King noted in the book's introduction that he does not use cell phones. In 2008, King published both a novel, Duma Key, and a collection, Just After Sunset. The latter featured 13 short stories, including a previously unpublished novella, N. Starting July 28, 2008, N. was released as a serialized animated series to lead up to the release of Just After Sunset. In 2009, King published Ur, a novella written exclusively for the launch of the second-generation Amazon Kindle and available only on Amazon.com, and Throttle, a novella co-written with his son Joe Hill and released later as an audiobook titled Road Rage, which included Richard Matheson's short story "Duel". King's novel Under the Dome was published on November 10 of that year; it is a reworking of an unfinished novel he tried writing twice in the late 1970s and early 1980s, and at 1,074 pages, it is the largest novel he has written since It (1986). Under the Dome debuted at No. 1 in The New York Times Bestseller List. On February 16, 2010, King announced on his Web site that his next book would be a collection of four previously unpublished novellas called Full Dark, No Stars. In April of that year, King published Blockade Billy, an original novella issued first by independent small press Cemetery Dance Publications and later released in mass-market paperback by Simon & Schuster. The following month, DC Comics premiered American Vampire, a monthly comic book series written by King with short-story writer Scott Snyder, and illustrated by Rafael Albuquerque, which represents King's first original comics work. King wrote the background history of the very first American vampire, Skinner Sweet, in the first five-issues story arc. Scott Snyder wrote the story of Pearl. King's next novel, 11/22/63, was published November 8, 2011, and was nominated for the 2012 World Fantasy Award Best Novel. The eighth Dark Tower volume, The Wind Through the Keyhole, was published in 2012. King's next book was Joyland, a novel about "an amusement-park serial killer", according to an article in The Sunday Times, published on April 8, 2012. During his Chancellor's Speaker Series talk at University of Massachusetts Lowell on December 7, 2012, King indicated that he was writing a crime novel about a retired policeman being taunted by a murderer. With a working title Mr. Mercedes and inspired by a true event about a woman driving her car into a McDonald's restaurant, it was originally meant to be a short story just a few pages long. In an interview with Parade, published on May 26, 2013, King confirmed that the novel was "more or less" completed he published it in June 2013. Later, on June 20, 2013, while doing a video chat with fans as part of promoting the upcoming Under the Dome TV series, King mentioned he was halfway through writing his next novel, Revival, which was released November 11, 2014. King announced in June 2014 that Mr. Mercedes is part of a trilogy; the second book, Finders Keepers, was released on June 2, 2015. On April 22, 2015, it was revealed that King was working on the third book of the trilogy, End of Watch, which was ultimately released on June 7, 2016. During a tour to promote End of Watch, King revealed that he had collaborated on a novel, set in a women's prison in West Virginia, with his son, Owen King, titled Sleeping Beauties. In 2018, he released the novel The Outsider, which featured the character of Holly Gibney, and the novella Elevation. In 2019, he released the novel The Institute. In 2020, King released If It Bleeds, a collection of four previously unpublished novellas. Collaborations Writings King has written two novels with horror novelist Peter Straub: The Talisman (1984) and a sequel, Black House (2001). King has indicated that he and Straub will likely write the third and concluding book in this series, the tale of Jack Sawyer, but has set no deadline for its completion. King produced an artist's book with designer Barbara Kruger, My Pretty Pony (1989), published in a limited edition of 250 by the Library Fellows of the Whitney Museum of American Art. Alfred A. Knopf released it in a general trade edition. The Diary of Ellen Rimbauer: My Life at Rose Red (2001) was a paperback tie-in for the King-penned miniseries Rose Red (2002). Published under anonymous authorship, the book was written by Ridley Pearson. The novel is written in the form of a diary by Ellen Rimbauer, and annotated by the fictional professor of paranormal activity, Joyce Reardon. The novel also presents a fictional afterword by Ellen Rimbauer's grandson, Steven. Intended to be a promotional item rather than a stand-alone work, its popularity spawned a 2003 prequel television miniseries to Rose Red, titled The Diary of Ellen Rimbauer. This spin-off is a rare occasion of another author being granted permission to write commercial work using characters and story elements invented by King. The novel tie-in idea was repeated on Stephen King's next project, the miniseries Kingdom Hospital. Richard Dooling, King's collaborator on Kingdom Hospital and writer of several episodes in the miniseries, published a fictional diary, The Journals of Eleanor Druse, in 2004. Eleanor Druse is a key character in Kingdom Hospital, much as Dr. Joyce Readon and Ellen Rimbauer are key characters in Rose Red. Throttle (2009), a novella written in collaboration with his son Joe Hill, appears in the anthology He Is Legend: Celebrating Richard Matheson. Their second novella collaboration, In the Tall Grass (2012), was published in two parts in Esquire. It was later released in e-book and audiobook formats, the latter read by Stephen Lang. King and his son Owen King wrote the novel Sleeping Beauties, released in 2017, that is set in a women's prison. King and Richard Chizmar collaborated to write Gwendy's Button Box (2017), a horror novella taking place is King's fictional town of Castle Rock. A sequel titled Gwendy's Magic Feather (2019) was written solely by Chizmar. In November 2020, Chizmar announced that he and King were writing a third installment in the series titled Gwendy's Final Task, this time as a full-length novel, to be released in February 2022. Music In 1988, the band Blue Öyster Cult recorded an updated version of its 1974 song "Astronomy". The single released for radio play featured a narrative intro spoken by King. The Blue Öyster Cult song "(Don't Fear) The Reaper" was also used in the King TV series The Stand. King collaborated with Michael Jackson to create Ghosts (1996), a 40-minute musical video. King states he was motivated to collaborate as he is "always interested in trying something new, and for (him), writing a minimusical would be new". In 2005, King featured with a small spoken word part during the cover version of Everlong (by Foo Fighters) in Bronson Arroyo's album Covering the Bases, at the time, Arroyo was a pitcher for Major League Baseball team Boston Red Sox of whom King is a longtime fan. In 2012, King collaborated with musician Shooter Jennings and his band Hierophant, providing the narration for their album, Black Ribbons. King played guitar for the rock band Rock Bottom Remainders, several of whose members are authors. Other members include Dave Barry, Ridley Pearson, Scott Turow, Amy Tan, James McBride, Mitch Albom, Roy Blount, Jr., Matt Groening, Kathi Kamen Goldmark, Sam Barry, and Greg Iles. King and the other band members collaborated to release an e-book called Hard Listening: The Greatest Rock Band Ever (of Authors) Tells All (June 2013). King wrote a musical entitled Ghost Brothers of Darkland County (2012) with musician John Mellencamp. Analysis Writing style and approach King's formula for learning to write well is: "Read and write four to six hours a day. If you cannot find the time for that, you can't expect to become a good writer." He sets out each day with a quota of 2000 words and will not stop writing until it is met. He also has a simple definition for talent in writing: "If you wrote something for which someone sent you a check, if you cashed the check and it didn't bounce, and if you then paid the light bill with the money, I consider you talented." When asked why he writes, King responds: "The answer to that is fairly simple—there was nothing else I was made to do. I was made to write stories and I love to write stories. That's why I do it. I really can't imagine doing anything else and I can't imagine not doing what I do." He is also often asked why he writes such terrifying stories and he answers with another question: "Why do you assume I have a choice?" King usually begins the story creation process by imagining a "what if" scenario, such as what would happen if a writer is kidnapped by a sadistic nurse in Colorado. King often uses authors as characters, or includes mention of fictional books in his stories, novellas and novels, such as Paul Sheldon, who is the main character in Misery, adult Bill Denbrough in It, Ben Mears in 'Salem's Lot, and Jack Torrance in The Shining. He has extended this to breaking the fourth wall by including himself as a character in The Dark Tower series from The Dark Tower V: Wolves of the Calla onwards. In September 2009 it was announced he would serve as a writer for Fangoria. Influences King has called Richard Matheson "the author who influenced me most as a writer". In a current edition of Matheson's The Shrinking Man, King is quoted as saying, "A horror story if there ever was one...a great adventure story—it is certainly one of that select handful that I have given to people, envying them the experience of the first reading." Other acknowledged influences include H. P. Lovecraft, Arthur Machen, Ray Bradbury, Joseph Payne Brennan, Elmore Leonard, John D. MacDonald, and Don Robertson. King's The Shining is immersed in gothic influences, including "The Masque of the Red Death" by Edgar Allan Poe (which was directly influenced by the first gothic novel, Horace Walpole's The Castle of Otranto). The Overlook Hotel acts as a replacement for the traditional gothic castle, and Jack Torrance is a tragic villain seeking redemption. King's favorite books are (in order): The Golden Argosy; Adventures of Huckleberry Finn; The Satanic Verses; McTeague; Lord of the Flies; Bleak House; Nineteen Eighty-Four; The Raj Quartet; Light in August; and Blood Meridian. Critical response Science fiction editors John Clute and Peter Nicholls offer a largely favorable appraisal of King, noting his "pungent prose, sharp ear for dialogue, disarmingly laid-back, frank style, along with his passionately fierce denunciation of human stupidity and cruelty (especially to children) [all of which rank] him among the more distinguished 'popular' writers." In his book The Philosophy of Horror (1990), Noël Carroll discusses King's work as an exemplar of modern horror fiction. Analyzing both the narrative structure of King's fiction and King's non-fiction ruminations on the art and craft of writing, Carroll writes that for King, "the horror story is always a contest between the normal and the abnormal such that the normal is reinstated and, therefore, affirmed." In his analysis of post–World War II horror fiction, The Modern Weird Tale (2001), critic S. T. Joshi devotes a chapter to King's work. Joshi argues that King's best-known works (his supernatural novels) are his worst, describing them as mostly bloated, illogical, maudlin and prone to deus ex machina endings. Despite these criticisms, Joshi argues that since Gerald's Game (1993), King has been tempering the worst of his writing faults, producing books that are leaner, more believable and generally better written. In 1996, King won an O. Henry Award for his short story "The Man in the Black Suit". In his short story collection A Century of Great Suspense Stories, editor Jeffery Deaver noted that King "singlehandedly made popular fiction grow up. While there were many good best-selling writers before him, King, more than anybody since John D. MacDonald, brought reality to genre novels. He has often remarked that 'Salem's Lot was "Peyton Place meets Dracula. And so it was. The rich characterization, the careful and caring social eye, the interplay of story line and character development announced that writers could take worn themes such as vampirism and make them fresh again. Before King, many popular writers found their efforts to make their books serious blue-penciled by their editors. 'Stuff like that gets in the way of the story,' they were told. Well, it's stuff like that that has made King so popular, and helped free the popular name from the shackles of simple genre writing. He is a master of masters." In 2003, King was honored by the National Book Awards with a lifetime achievement award, the Medal of Distinguished Contribution to American Letters. Some in the literary community expressed disapproval of the award: Richard E. Snyder, the former CEO of Simon & Schuster, described King's work as "non-literature" and critic Harold Bloom denounced the choice: The decision to give the National Book Foundation's annual award for "distinguished contribution" to Stephen King is extraordinary, another low in the shocking process of dumbing down our cultural life. I've described King in the past as a writer of penny dreadfuls, but perhaps even that is too kind. He shares nothing with Edgar Allan Poe. What he is is an immensely inadequate writer on a sentence-by-sentence, paragraph-by-paragraph, book-by-book basis. Orson Scott Card responded: Let me assure you that King's work most definitely is literature, because it was written to be published and is read with admiration. What Snyder really means is that it is not the literature preferred by the academic-literary elite. In 2008, King's book On Writing was ranked 21st on Entertainment Weeklys list of "The New Classics: The 100 Best Reads from 1983 to 2008". Political views and activism In 1984, King endorsed Gary Hart's presidential campaign. In April 2008, King spoke out against HB 1423, a bill pending in the Massachusetts state legislature that would restrict or ban the sale of violent video games to anyone under the age of 18. King argued that such laws allow legislators to ignore the economic divide between the rich and poor and the easy availability of guns, which he believed were the actual causes of violence. During the 2008 presidential election, King voiced his support for Democratic candidate Barack Obama. King was quoted as calling conservative commentator Glenn Beck "Satan's mentally challenged younger brother". On March 8, 2011, King spoke at a political rally in Sarasota aimed against Governor Rick Scott (R-FL), voicing his opposition to the Tea Party movement. On April 30, 2012, King published an article in The Daily Beast calling for rich Americans, including himself, to pay more taxes, citing it as "a practical necessity and moral imperative that those who have received much should be obligated to pay ... in the same proportion". On January 25, 2013, King published an essay titled "Guns" via Amazon.com's Kindle single feature, which discusses the gun debate in the wake of the Sandy Hook Elementary School shooting. King called for gun owners to support a ban on automatic and semi-automatic weapons, writing, "Autos and semi-autos are weapons of mass destruction...When lunatics want to make war on the unarmed and unprepared, these are the weapons they use." The essay became the fifth-bestselling non-fiction title for the Kindle. King has criticized Donald Trump and Rep. Steve King, deeming them racists. In June 2018, King called for the release of the Ukrainian filmmaker Oleg Sentsov, who was jailed in Russia. In the 2020 Democratic Party presidential primaries, King endorsed Elizabeth Warren's campaign. Warren eventually suspended her campaign, and King later endorsed Joe Biden's campaign in the 2020 general election. Maine politics King endorsed Shenna Bellows in the 2014 U.S. Senate election for the seat held by Republican Susan Collins. King publicly criticized Paul LePage during LePage's tenure as Governor of Maine, referring to him as one of The Three Stooges (with then-Florida Governor Rick Scott and then-Wisconsin Governor Scott Walker being the other two). He was critical of LePage for incorrectly suggesting in a 2015 radio address that King avoided paying Maine income taxes by living out of state for part of the year. The statement was later corrected by the Governor's office, but no apology was issued. King said LePage was "full of the stuff that makes the grass grow green" and demanded that LePage "man up and apologize". LePage declined to apologize to King, stating, "I never said Stephen King did not pay income taxes. What I said was, Stephen King's not in Maine right now. That's what I said." The attention garnered by the LePage criticism led to efforts to encourage King to run for Governor of Maine in 2018. King said he would not run or serve. King sent a tweet on June 30, 2015, calling LePage "a terrible embarrassment to the state I live in and love. If he won't govern, he should resign." He later clarified that he was not calling on LePage to resign, but to "go to work or go back home". On August 27, 2016, King called LePage "a bigot, a homophobe, and a racist". Philanthropy King has stated that he donates approximately $4 million per year "to libraries, local fire departments that need updated lifesaving equipment (Jaws of Life tools are always a popular request), schools, and a scattering of organisations that underwrite the arts." The Stephen and Tabitha King Foundation, chaired by King and his wife, ranks sixth among Maine charities in terms of average annual giving with over $2.8 million in grants per year, according to The Grantsmanship Center. In November 2011, the STK Foundation donated $70,000 in matched funding via his radio station to help pay the heating bills for families in need in his home town of Bangor, Maine, during the winter. In February 2021, King's Foundation donated $6,500 to help children from the Farwell Elementary School in Lewiston, Maine, to publish two novels on which they had been working over the course of several prior years, before being stopped due to the COVID-19 pandemic in Maine. Personal life King married Tabitha Spruce on January 2, 1971. She too is a novelist and philanthropic activist. They own and divide their time between three houses: one in Bangor, Maine, one in Lovell, Maine, and for the winter a waterfront mansion located off the Gulf of Mexico in Sarasota, Florida. King's home in Bangor has been described as an unofficial tourist attraction, and , the couple plan to convert it into a facility housing his archives, as well as a writers' retreat. The Kings have three children—a daughter and two sons—and four grandchildren. Their daughter Naomi is a Unitarian Universalist Church minister in Plantation, Florida, with her partner, Rev. Dr. Thandeka. Both of the Kings' sons are authors: Owen King published his first collection of stories, We're All in This Together: A Novella and Stories, in 2005. Joseph Hillström King, who writes as Joe Hill, published a collection of short stories, 20th Century Ghosts, in 2005. His debut novel, Heart-Shaped Box (2007), was optioned by Warner Bros. In the early 1970s, King developed a drinking problem which would plague him for more than a decade. Soon after Carries release in 1974, King's mother died of uterine cancer; King has written of his severe drinking problem at this time, stating that he was drunk while delivering the eulogy at his mother's funeral. King's addictions to alcohol and other drugs were so serious during the 1980s that, as he acknowledged in On Writing in 2000, he can barely remember writing Cujo. Shortly after the novel's publication, King's family and friends staged an intervention, dumping on the rug in front of him evidence of his addictions taken from his office, including beer cans, cigarette butts, grams of cocaine, Xanax, Valium, NyQuil, Robitussin, and mouthwash. As King related in his memoir, he then sought help, quit all drugs (including alcohol) in the late 1980s, and has remained sober since. The first novel he wrote after becoming sober was Needful Things. King told Bon Appétit magazine in 2013 that he married Tabitha "because of the fish that she cooked for me." He said his favorite foods are baked salmon and cheesecake. King said he did not like oysters. A recipe from King, Lunchtime Gloop, is included in the 2020 cookbook Maine Bicentennial Community Cookbook. The Rachael Ray magazine printed the recipe as made with "greasy hamburger" and canned spaghetti. The vegetarian journalist Avery Yale Kamila said in the Portland Press Herald newspaper the recipe had a "scary meat-based atmosphere" and suspected it of harboring "secret vegetarian undertones" because his daughter Naomi King once owned a vegetarian restaurant name of Tabitha Jean’s in Portland, Maine in the 1990s. In 1988, King ate a steak and drank a bloody Mary cocktail at the Peter Luger Steak House restaurant in New York with New York Times writer Bryan Miller. King told to Miller of eating beef stew and homemade bread at home. He said he does not like lobster. He described making what sounded like the Lunchtime Gloop recipe for his children. King and his wife Tabitha own Zone Radio Corp, a radio station group consisting of WZON/620 AM, WKIT/100.3 & WZLO/103.1. In sports, King is a longtime fan of Major League Baseball team Boston Red Sox, his nonfiction book Faithful published in 2004, co-written with his friend and fellow author Stewart O'Nan, chronicles the exchanges between King and O'Nan (also a longtime fan of the Red Sox) about the historic 2004 Boston Red Sox season that culminated with the Red Sox winning the 2004 World Series, ending an 86-year championship drought. Car accident and aftermath On June 19, 1999, at about 4:30 p.m., King was walking on the shoulder of Maine State Route 5, in Lovell, Maine. Driver Bryan Edwin Smith, distracted by an unrestrained dog moving in the back of his minivan, struck King, who landed in a depression in the ground about 14 feet (four meters) from the pavement of Route 5. Early reports at the time from Oxford County Sheriff deputy Matt Baker, claimed King was hit from behind and some witnesses said the driver was not speeding, reckless, or drinking. However, Smith was later arrested and charged with driving to endanger and aggravated assault. He pleaded guilty to the lesser charge of driving to endanger and was sentenced to six months in county jail (suspended), and had his driving license suspended for a year. In his book On Writing, King states he was heading north, walking against the traffic. Shortly before the accident took place, a woman in a car, also northbound, passed King first and then the light-blue Dodge van. The van was looping from one side of the road to the other, and the woman told her passenger she hoped "that guy in the van doesn't hit him." King was conscious enough to give the deputy phone numbers to contact his family but was in considerable pain. He was transported to Northern Cumberland Hospital in Bridgton and then flown by air ambulance to Central Maine Medical Center (CMMC) in Lewiston. His injuries—a collapsed right lung, multiple fractures of his right leg, scalp laceration and a broken hip—kept him at CMMC until July 9. His leg bones were so shattered that doctors initially considered amputating his leg but stabilized the bones in the leg with an external fixator. After five operations in 10 days and physical therapy, King resumed work on On Writing in July, though his hip was still shattered and he could sit for only about 40 minutes before the pain became unbearable. King's lawyer and two others purchased Smith's van for $1,500, reportedly to prevent it from appearing on eBay. The van was later crushed at a junkyard, to King's disappointment, as he had fantasized about smashing it. Awards Alex Awards 2009: Just After Sunset American Library Association Best Books for Young Adults 1978: 'Salem's Lot 1981: Firestarter Balrog Awards 1980: Night Shift Black Quill Awards 2009: Duma Key Bram Stoker Award 1987: Misery 1990: Four Past Midnight 1995: "Lunch at the Gotham Café" 1996: The Green Mile 1998: Bag of Bones 2000: On Writing 2000: "Riding the Bullet" 2002: Lifetime Achievement Award 2003: The Dark Tower V: Wolves of the Calla 2006: Lisey's Story 2008: Duma Key 2008: Just After Sunset 2010: Full Dark, No Stars 2011: "Herman Wouk Is Still Alive" 2013: Doctor Sleep British Fantasy Award 1981: Special Award 1982: Cujo 1983: "The Breathing Method" 1987: It 1999: Bag of Bones 2005: The Dark Tower VII: The Dark Tower Deutscher Phantastik Preis 2000: Hearts in Atlantis 2001: The Green Mile 2003: Black House 2004: International Author of the Year 2005: The Dark Tower VII: The Dark Tower Edgar Award for Best Novel 2015: Mr. Mercedes Horror Guild 1997: Desperation 2001: Riding the Bullet 2001: On Writing 2002: Black House 2003: From a Buick 8 2003: Everything's Eventual Hugo Award 1982: Danse Macabre International Horror Guild Awards 1999: Storm of the Century 2003: Living Legend Kono Mystery ga Sugoi! (The Best Translated Mystery Fiction of the Year in Japan) 2014: 11/22/63 Los Angeles Times Book Prize 2011: 11/22/63 Locus Awards 1982: Danse Macabre 1986: Skeleton Crew 1997: Desperation 1999: Bag of Bones 2001: On Writing Mystery Writers of America 2007: Grand Master Award National Book Award 2003: Medal of Distinguished Contribution to American Letters National Magazine Awards 2004: "Rest Stop" 2013: "Batman and Robin Have an Altercation" New York Public Library Books for the Teen Age 1982: Firestarter O. Henry Award 1996: "The Man in the Black Suit" Quill Award 2005: Faithful Shirley Jackson Award 2009: "Morality" Spokane Public Library Golden Pen Award 1986: Golden Pen Award University of Maine 1980: Alumni Career Award Us Magazine 1982: Best Fiction Writer of the Year World Fantasy Award 1980: Convention Award 1982: "Do the Dead Sing?" 1995: "The Man in the Black Suit" 2004: Lifetime Achievement World Horror Convention 1992: World Horror Grandmaster Bibliography Audiobooks 2000: On Writing: A Memoir of the Craft (read by Stephen King), Simon & Schuster Audio, 2004: Salem's Lot (introduction), Simon & Schuster Audio, 2005 (Audible: 2000): Bag of Bones (read by Stephen King), Simon & Schuster Audio, 2008: Needful Things (read by Stephen King), Highbridge Audio, 2012: The Wind Through The Keyhole – A Dark Tower Novel (read by Stephen King), Simon & Schuster Audio, 2016: Desperation (read by Stephen King), Simon & Schuster Audio, 2018: Elevation (read by Stephen King), Simon & Schuster Audio, Filmography See also List of adaptations of works by Stephen King Castle Rock (Stephen King) Charles Scribner's Sons (aka Scribner) Derry (Stephen King) Dollar Baby Origins of a Story Jerusalem's Lot (Stephen King) Haven References Further reading External links Stephen King on Twitter Working with the King – Shotsmag Ezine Interview with Philippa Pride, King's UK editor "I try to create sympathy for my characters and then turn the monsters loose." - Stephen King and one of his key approaches to writing horror stories. 1947 births 20th-century American essayists 20th-century American male writers 20th-century American novelists 20th-century American poets 20th-century American short story writers 21st-century American essayists 21st-century American male writers 21st-century American non-fiction writers 21st-century American novelists 21st-century American poets 21st-century American short story writers American activists American crime writers American cultural critics American fantasy writers American film directors American gun control activists American horror novelists American male essayists American male film actors American male non-fiction writers American male novelists American male poets American male screenwriters American male short story writers American mystery writers American philanthropists American psychological fiction writers American science fiction writers American screenwriters American short story writers American social commentators American thriller writers Former Methodists Critics of neoconservatism Cthulhu Mythos writers Dark fantasy writers Edgar Award winners Florida Democrats Ghost story writers Hugo Award-winning writers Living people The Magazine of Fantasy & Science Fiction people Maine Democrats Male feminists Mythopoeic writers National Book Award winners Novelists from Florida Novelists from Maine O. Henry Award winners American opinion journalists People from Lisbon, Maine People from Lovell, Maine People from Scarborough, Maine People from Sarasota, Florida Philanthropists from Maine Rock Bottom Remainders members Schoolteachers from Maine Science fiction critics Science fiction fans Social critics Teachers of English United States National Medal of Arts recipients University of Maine alumni Weird fiction writers World Fantasy Award-winning writers Writers about activism and social change Writers from Bangor, Maine Writers from Portland, Maine Writers of books about writing fiction Writers of Gothic fiction 20th-century pseudonymous writers 21st-century pseudonymous writers
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Smoke is a collection of airborne particulates and gases emitted when a material undergoes combustion or pyrolysis, together with the quantity of air that is entrained or otherwise mixed into the mass. It is commonly an unwanted by-product of fires (including stoves, candles, internal combustion engines, oil lamps, and fireplaces), but may also be used for pest control (fumigation), communication (smoke signals), defensive and offensive capabilities in the military (smoke screen), cooking, or smoking (tobacco, cannabis, etc.). It is used in rituals where incense, sage, or resin is burned to produce a smell for spiritual or magical purposes. It can also be a flavoring agent and preservative. Smoke inhalation is the primary cause of death in victims of indoor fires. The smoke kills by a combination of thermal damage, poisoning and pulmonary irritation caused by carbon monoxide, hydrogen cyanide and other combustion products. Smoke is an aerosol (or mist) of solid particles and liquid droplets that are close to the ideal range of sizes for Mie scattering of visible light. Chemical composition The composition of smoke depends on the nature of the burning fuel and the conditions of combustion. Fires with high availability of oxygen burn at a high temperature and with a small amount of smoke produced; the particles are mostly composed of ash, or with large temperature differences, of condensed aerosol of water. High temperature also leads to production of nitrogen oxides. Sulfur content yields sulfur dioxide, or in case of incomplete combustion, hydrogen sulfide. Carbon and hydrogen are almost completely oxidized to carbon dioxide and water. Fires burning with lack of oxygen produce a significantly wider palette of compounds, many of them toxic. Partial oxidation of carbon produces carbon monoxide, while nitrogen-containing materials can yield hydrogen cyanide, ammonia, and nitrogen oxides. Hydrogen gas can be produced instead of water. Contents of halogens such as chlorine (e.g. in polyvinyl chloride or brominated flame retardants) may lead to the production of hydrogen chloride, phosgene, dioxin, and chloromethane, bromomethane and other halocarbons. Hydrogen fluoride can be formed from fluorocarbons, whether fluoropolymers subjected to fire or halocarbon fire suppression agents. Phosphorus and antimony oxides and their reaction products can be formed from some fire retardant additives, increasing smoke toxicity and corrosivity. Pyrolysis of polychlorinated biphenyls (PCB), e.g. from burning older transformer oil, and to lower degree also of other chlorine-containing materials, can produce 2,3,7,8-tetrachlorodibenzodioxin, a potent carcinogen, and other polychlorinated dibenzodioxins. Pyrolysis of fluoropolymers, e.g. teflon, in presence of oxygen yields carbonyl fluoride (which hydrolyzes readily to HF and CO2); other compounds may be formed as well, e.g. carbon tetrafluoride, hexafluoropropylene, and highly toxic perfluoroisobutene (PFIB). Pyrolysis of burning material, especially incomplete combustion or smoldering without adequate oxygen supply, also results in production of a large amount of hydrocarbons, both aliphatic (methane, ethane, ethylene, acetylene) and aromatic (benzene and its derivates, polycyclic aromatic hydrocarbons; e.g. benzo[a]pyrene, studied as a carcinogen, or retene), terpenes. It also results in the emission of a range of smaller oxygenated volatile organic compounds (methanol, acetic acid, hydroxy acetone, methyl acetate and ethyl formate) which are formed as combustion by products as well as less volatile oxygenated organic species such as phenolics, furans and furanones. Heterocyclic compounds may be also present. Heavier hydrocarbons may condense as tar; smoke with significant tar content is yellow to brown. Combustion of solid fuels can result in the emission of many hundreds to thousands of lower volatility organic compounds in the aerosol phase. Presence of such smoke, soot, and/or brown oily deposits during a fire indicates a possible hazardous situation, as the atmosphere may be saturated with combustible pyrolysis products with concentration above the upper flammability limit, and sudden inrush of air can cause flashover or backdraft. Presence of sulfur can lead to formation of gases like hydrogen sulfide, carbonyl sulfide, sulfur dioxide, carbon disulfide, and thiols; especially thiols tend to get adsorbed on surfaces and produce a lingering odor even long after the fire. Partial oxidation of the released hydrocarbons yields in a wide palette of other compounds: aldehydes (e.g. formaldehyde, acrolein, and furfural), ketones, alcohols (often aromatic, e.g. phenol, guaiacol, syringol, catechol, and cresols), carboxylic acids (formic acid, acetic acid, etc.). The visible particulate matter in such smokes is most commonly composed of carbon (soot). Other particulates may be composed of drops of condensed tar, or solid particles of ash. The presence of metals in the fuel yields particles of metal oxides. Particles of inorganic salts may also be formed, e.g. ammonium sulfate, ammonium nitrate, or sodium chloride. Inorganic salts present on the surface of the soot particles may make them hydrophilic. Many organic compounds, typically the aromatic hydrocarbons, may be also adsorbed on the surface of the solid particles. Metal oxides can be present when metal-containing fuels are burned, e.g. solid rocket fuels containing aluminium. Depleted uranium projectiles after impacting the target ignite, producing particles of uranium oxides. Magnetic particles, spherules of magnetite-like ferrous ferric oxide, are present in coal smoke; their increase in deposits after 1860 marks the beginning of the Industrial Revolution. (Magnetic iron oxide nanoparticles can be also produced in the smoke from meteorites burning in the atmosphere.) Magnetic remanence, recorded in the iron oxide particles, indicates the strength of Earth's magnetic field when they were cooled beyond their Curie temperature; this can be used to distinguish magnetic particles of terrestrial and meteoric origin. Fly ash is composed mainly of silica and calcium oxide. Cenospheres are present in smoke from liquid hydrocarbon fuels. Minute metal particles produced by abrasion can be present in engine smokes. Amorphous silica particles are present in smokes from burning silicones; small proportion of silicon nitride particles can be formed in fires with insufficient oxygen. The silica particles have about 10 nm size, clumped to 70–100 nm aggregates and further agglomerated to chains. Radioactive particles may be present due to traces of uranium, thorium, or other radionuclides in the fuel; hot particles can be present in case of fires during nuclear accidents (e.g. Chernobyl disaster) or nuclear war. Smoke particulates, like other aerosols, are categorized into three modes based on particle size: nuclei mode, with geometric mean radius between 2.5–20 nm, likely forming by condensation of carbon moieties. accumulation mode, ranging between 75–250 nm and formed by coagulation of nuclei mode particles coarse mode, with particles in micrometer range Most of the smoke material is primarily in coarse particles. Those undergo rapid dry precipitation, and the smoke damage in more distant areas outside of the room where the fire occurs is therefore primarily mediated by the smaller particles. Aerosol of particles beyond visible size is an early indicator of materials in a preignition stage of a fire. Burning of hydrogen-rich fuel produces water vapor; this results in smoke containing droplets of water. In absence of other color sources (nitrogen oxides, particulates...), such smoke is white and cloud-like. Smoke emissions may contain characteristic trace elements. Vanadium is present in emissions from oil fired power plants and refineries; oil plants also emit some nickel. Coal combustion produces emissions containing aluminium, arsenic, chromium, cobalt, copper, iron, mercury, selenium, and uranium. Traces of vanadium in high-temperature combustion products form droplets of molten vanadates. These attack the passivation layers on metals and cause high temperature corrosion, which is a concern especially for internal combustion engines. Molten sulfate and lead particulates also have such effect. Some components of smoke are characteristic of the combustion source. Guaiacol and its derivatives are products of pyrolysis of lignin and are characteristic of wood smoke; other markers are syringol and derivates, and other methoxy phenols. Retene, a product of pyrolysis of conifer trees, is an indicator of forest fires. Levoglucosan is a pyrolysis product of cellulose. Hardwood vs softwood smokes differ in the ratio of guaiacols/syringols. Markers for vehicle exhaust include polycyclic aromatic hydrocarbons, hopanes, steranes, and specific nitroarenes (e.g. 1-nitropyrene). The ratio of hopanes and steranes to elemental carbon can be used to distinguish between emissions of gasoline and diesel engines. Many compounds can be associated with particulates; whether by being adsorbed on their surfaces, or by being dissolved in liquid droplets. Hydrogen chloride is well absorbed in the soot particles. Inert particulate matter can be disturbed and entrained into the smoke. Of particular concern are particles of asbestos. Deposited hot particles of radioactive fallout and bioaccumulated radioisotopes can be reintroduced into the atmosphere by wildfires and forest fires; this is a concern in e.g. the Zone of alienation containing contaminants from the Chernobyl disaster. Polymers are a significant source of smoke. Aromatic side groups, e.g. in polystyrene, enhance generation of smoke. Aromatic groups integrated in the polymer backbone produce less smoke, likely due to significant charring. Aliphatic polymers tend to generate the least smoke, and are non-self-extinguishing. However presence of additives can significantly increase smoke formation. Phosphorus-based and halogen-based flame retardants decrease production of smoke. Higher degree of cross-linking between the polymer chains has such effect too. Visible and invisible particles of combustion The naked eye detects particle sizes greater than 7 µm (micrometres). Visible particles emitted from a fire are referred to as smoke. Invisible particles are generally referred to as gas or fumes. This is best illustrated when toasting bread in a toaster. As the bread heats up, the products of combustion increase in size. The fumes initially produced are invisible but become visible if the toast is burnt. An ionization chamber type smoke detector is technically a product of combustion detector, not a smoke detector. Ionization chamber type smoke detectors detect particles of combustion that are invisible to the naked eye. This explains why they may frequently false alarm from the fumes emitted from the red-hot heating elements of a toaster, before the presence of visible smoke, yet they may fail to activate in the early, low-heat smoldering stage of a fire. Smoke from a typical house fire contains hundreds of different chemicals and fumes. As a result, the damage caused by the smoke can often exceed that caused by the actual heat of the fire. In addition to the physical damage caused by the smoke of a fire – which manifests itself in the form of stains – is the often even harder to eliminate problem of a smoky odor. Just as there are contractors that specialize in rebuilding/repairing homes that have been damaged by fire and smoke, fabric restoration companies specialize in restoring fabrics that have been damaged in a fire. Dangers Smoke from oxygen-deprived fires contains a significant concentration of compounds that are flammable. A cloud of smoke, in contact with atmospheric oxygen, therefore has the potential of being ignited – either by another open flame in the area, or by its own temperature. This leads to effects like backdraft and flashover. Smoke inhalation is also a danger of smoke that can cause serious injury and death. Many compounds of smoke from fires are highly toxic and/or irritating. The most dangerous is carbon monoxide leading to carbon monoxide poisoning, sometimes with the additive effects of hydrogen cyanide and phosgene. Smoke inhalation can therefore quickly lead to incapacitation and loss of consciousness. Sulfur oxides, hydrogen chloride and hydrogen fluoride in contact with moisture form sulfuric, hydrochloric and hydrofluoric acid, which are corrosive to both lungs and materials. When asleep the nose does not sense smoke nor does the brain, but the body will wake up if the lungs become enveloped in smoke and the brain will be stimulated and the person will be awoken. This does not work if the person is incapacitated or under the influence of drugs and/or alcohol. Cigarette smoke is a major modifiable risk factor for lung disease, heart disease, and many cancers. Smoke can also be a component of ambient air pollution due to the burning of coal in power plants, forest fires or other sources, although the concentration of pollutants in ambient air is typically much less than that in cigarette smoke. One day of exposure to PM2.5 at a concentration of 880 μg/m3, such as occurs in Beijing, China, is the equivalent of smoking one or two cigarettes in terms of particulate inhalation by weight. The analysis is complicated, however, by the fact that the organic compounds present in various ambient particulates may have a higher carcinogenicity than the compounds in cigarette smoke particulates. Secondhand tobacco smoke is the combination of both sidestream and mainstream smoke emissions from a burning tobacco product. These emissions contain more than 50 carcinogenic chemicals. According to the United States Surgeon General's 2006 report on the subject, "Short exposures to secondhand [tobacco] smoke can cause blood platelets to become stickier, damage the lining of blood vessels, decrease coronary flow velocity reserves, and reduce heart variability, potentially increasing the risk of a heart attack". The American Cancer Society lists "heart disease, lung infections, increased asthma attacks, middle ear infections, and low birth weight" as ramifications of smoker's emission. Smoke can obscure visibility, impeding occupant exiting from fire areas. In fact, the poor visibility due to the smoke that was in the Worcester Cold Storage Warehouse fire in Worcester, Massachusetts was the reason why the trapped rescue firefighters could not evacuate the building in time. Because of the striking similarity that each floor shared, the dense smoke caused the firefighters to become disoriented. Corrosion Smoke can contain a wide variety of chemicals, many of them aggressive in nature. Examples are hydrochloric acid and hydrobromic acid, produced from halogen-containing plastics and fire retardants, hydrofluoric acid released by pyrolysis of fluorocarbon fire suppression agents, sulfuric acid from burning of sulfur-containing materials, nitric acid from high-temperature fires where nitrous oxide gets formed, phosphoric acid and antimony compounds from P and Sb based fire retardants, and many others. Such corrosion is not significant for structural materials, but delicate structures, especially microelectronics, are strongly affected. Corrosion of circuit board traces, penetration of aggressive chemicals through the casings of parts, and other effects can cause an immediate or gradual deterioration of parameters or even premature (and often delayed, as the corrosion can progress over long time) failure of equipment subjected to smoke. Many smoke components are also electrically conductive; deposition of a conductive layer on the circuits can cause crosstalks and other deteriorations of the operating parameters or even cause short circuits and total failures. Electrical contacts can be affected by corrosion of surfaces, and by deposition of soot and other conductive particles or nonconductive layers on or across the contacts. Deposited particles may adversely affect the performance of optoelectronics by absorbing or scattering the light beams. Corrosivity of smoke produced by materials is characterized by the corrosion index (CI), defined as material loss rate (angstrom/minute) per amount of material gasified products (grams) per volume of air (m3). It is measured by exposing strips of metal to flow of combustion products in a test tunnel. Polymers containing halogen and hydrogen (polyvinyl chloride, polyolefins with halogenated additives, etc.) have the highest CI as the corrosive acids are formed directly with water produced by the combustion, polymers containing halogen only (e.g. polytetrafluoroethylene) have lower CI as the formation of acid is limited to reactions with airborne humidity, and halogen-free materials (polyolefins, wood) have the lowest CI. However, some halogen-free materials can also release significant amount of corrosive products. Smoke damage to electronic equipment can be significantly more extensive than the fire itself. Cable fires are of special concern; low smoke zero halogen materials are preferable for cable insulation. When smoke comes into contact with the surface of any substance or structure, the chemicals contained in it are transferred to it. The corrosive properties of the chemicals cause the substance or structure to decompose at a rapid rate. Certain materials or structures absorb these chemicals, which is why clothing, unsealed surfaces, potable water, piping, wood, etc., are replaced in most cases of structural fires. Health effects of wood smoke Wood smoke is a major source of air pollution, especially particulate pollution, polycyclic aromatic hydrocarbons (PAHs) and volatile organic compounds (VOCs) such as formaldehyde. In the United Kingdom domestic combustion is the largest single source of PM2.5 annually. In some towns and cities in New South Wales, wood smoke may be responsible for 60% of fine particle air pollution in the winter. Wood smoke can cause lung damage, artery damage and DNA damage leading to cancer, other respiratory and lung disease and cardiovascular disease. Air pollution, particulate matter and wood smoke may also cause brain damage and increase the risk of developmental disorders, neurodegenerative disorders mental disorders, and suicide, although studies on the link between depression and some air pollutants are not consistent. At least one study has identified "the abundant presence in the human brain of magnetite nanoparticles that match precisely the high-temperature magnetite nanospheres, formed by combustion and/or friction-derived heating, which are prolific in urban, airborne particulate matter (PM)." Air pollution has also been linked to a range of other psychosocial problems. Measurement As early as the 15th century Leonardo da Vinci commented at length on the difficulty of assessing smoke, and distinguished between black smoke (carbonized particles) and white 'smoke' which is not a smoke at all but merely a suspension of harmless water particulates. Smoke from heating appliances is commonly measured in one of the following ways: In-line capture. A smoke sample is simply sucked through a filter which is weighed before and after the test and the mass of smoke found. This is the simplest and probably the most accurate method, but can only be used where the smoke concentration is slight, as the filter can quickly become blocked. The ASTM smoke pump is a simple and widely used method of in-line capture where a measured volume of smoke is pulled through a filter paper and the dark spot so formed is compared with a standard. Filter/dilution tunnel. A smoke sample is drawn through a tube where it is diluted with air, the resulting smoke/air mixture is then pulled through a filter and weighed. This is the internationally recognized method of measuring smoke from combustion. Electrostatic precipitation. The smoke is passed through an array of metal tubes which contain suspended wires. A (huge) electrical potential is applied across the tubes and wires so that the smoke particles become charged and are attracted to the sides of the tubes. This method can over-read by capturing harmless condensates, or under-read due to the insulating effect of the smoke. However, it is the necessary method for assessing volumes of smoke too great to be forced through a filter, i.e., from bituminous coal. Ringelmann scale. A measure of smoke color. Invented by Professor Maximilian Ringelmann in Paris in 1888, it is essentially a card with squares of black, white and shades of gray which is held up and the comparative grayness of the smoke judged. Highly dependent on light conditions and the skill of the observer it allocates a grayness number from 0 (white) to 5 (black) which has only a passing relationship to the actual quantity of smoke. Nonetheless, the simplicity of the Ringelmann scale means that it has been adopted as a standard in many countries. Optical scattering. A light beam is passed through the smoke. A light detector is situated at an angle to the light source, typically at 90°, so that it receives only light reflected from passing particles. A measurement is made of the light received which will be higher as the concentration of smoke particles becomes higher. Optical obscuration. A light beam is passed through the smoke and a detector opposite measures the light. The more smoke particles are present between the two, the less light will be measured. Combined optical methods. There are various proprietary optical smoke measurement devices such as the 'nephelometer' or the 'aethalometer' which use several different optical methods, including more than one wavelength of light, inside a single instrument and apply an algorithm to give a good estimate of smoke. It has been claimed that these devices can differentiate types of smoke and so their probable source can be inferred, though this is disputed. Inference from carbon monoxide. Smoke is incompletely burned fuel, carbon monoxide is incompletely burned carbon, therefore it has long been assumed that measurement of CO in flue gas (a cheap, simple and very accurate procedure) will provide a good indication of the levels of smoke. Indeed, several jurisdictions use CO measurement as the basis of smoke control. However it is far from clear how accurate the correspondence is. Medicinal smoking Throughout recorded history, humans have used the smoke of medicinal plants to cure illness. A sculpture from Persepolis shows Darius the Great (522–486 BC), the king of Persia, with two censers in front of him for burning Peganum harmala and/or sandalwood Santalum album, which was believed to protect the king from evil and disease. More than 300 plant species in 5 continents are used in smoke form for different diseases. As a method of drug administration, smoking is important as it is a simple, inexpensive, but very effective method of extracting particles containing active agents. More importantly, generating smoke reduces the particle size to a microscopic scale thereby increasing the absorption of its active chemical principles. References Sources External links Burning Issues wood smoke Site Shedding new light on wood smoke
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Sardinian or Sard ( / , or ) is a Romance language spoken by the Sardinians on the Western Mediterranean island of Sardinia. Many Romance linguists consider it the language that is closest to Latin among all its genealogical descendants. However, it has also incorporated elements of a Pre-Latin (mostly Paleo-Sardinian and, to a much lesser degree, Punic) substratum, as well as a Byzantine Greek, Catalan, Spanish and Italian superstratum. These elements originate in the political history of Sardinia, whose indigenous society experienced for centuries competition and at times conflict with a series of colonizing newcomers: before the Middle Ages, it was for a time a Byzantine possession; then, after a significant period of self-rule with the Judicates, it came during the late Middle Ages into the Iberian sphere of influence; and finally, from the early 18th century onward, under the Italian one. The originality of the Sardinian language among the Romance idioms had long been known among linguists. In 1997, Sardinian, along with other languages spoken on the island, was recognized by regional law as an official language of Sardinia, and in 1999, Sardinian and eleven other "historical linguistic minorities" of Italy (, as defined by the legislator) were similarly recognized as such by national law (specifically, Law No. 482/1999). Among these, Sardinian is notable as having the largest number of speakers. Although the Sardinian-speaking community can be said to share a high level of linguistic awareness, policies eventually fostering language shift have considerably impacted Sardinian, whose speakers have become noticeably reduced in numbers over the last century; most of them are past retirement age, and less than 15 percent of children were reported to have been passed down some Sardinian as a heritage language. As the great majority of Sardinians have long been almost completely assimilated into Italian and only happen to keep a fragmentary knowledge of Sardinian, the use of which being therefore quite limited, Sardinian has been classified by UNESCO as "definitely endangered". Overview As an insular language par excellence, Sardinian is considered the most conservative Romance language, as well as one of the most highly individual within the family; its substratum (Paleo-Sardinian or Nuragic) has also been researched. A 1949 study by the Italian-American linguist Mario Pei, analyzing the degree of difference from a language's parent (Latin, in the case of Romance languages) by comparing phonology, inflection, syntax, vocabulary, and intonation, indicated the following percentages (the higher the percentage, the greater the distance from Latin): Sardinian 8%, Italian 12%, Spanish 20%, Romanian 23.5%, Occitan 25%, Portuguese 31%, and French 44%. The significant degree to which the Sardinian language has retained its Latin base was also noted by the French geographer Maurice Le Lannou during a research project on the island in 1941. Although the lexical base is mostly of Latin origin, Sardinian nonetheless retains a number of traces of the linguistic substratum prior to the Roman conquest of the island: several words and especially toponyms stem from Paleo-Sardinian and, to a lesser extent, Phoenician-Punic. These etyma might refer to an early Mediterranean substratum, which reveal close relations with Basque. In addition to the aforementioned substratum, linguists such as Max Leopold Wagner and Benvenuto Aronne Terracini trace much of the distinctive Latin character of Sardinia to the languoids once spoken by the Christian and Jewish Berbers in North Africa, known as African Romance. Indeed, Sardinian was perceived as rather similar to African Latin when the latter was still in use, giving credit to the theory that vulgar Latin in both Africa and Sardinia displayed a significant wealth of parallelisms. J. N. Adams is of the opinion that similarities in many words, such as acina (grape), pala (shoulderblade) and spanu(s) ("reddish-brown"), prove that there might have been a fair amount of vocabulary shared between Sardinia and Africa. According to Wagner, it is notable that Sardinian is the only Romance language whose name for the Milky Way (, "the Way of Straw") also recurs in the Berber languages. To most Italians Sardinian is unintelligible, reminding them of Spanish, because of the way in which the language is acoustically articulated; characterized as it is by a sharply outlined physiognomy which is displayed from the earliest sources available, it is in fact considered a distinct linguistic group among the Romance languages.<ref>«Sardinian is a highly original conglomerate of dialects with respect to the Neo-Latin varieties and thoroughly distinct from the Italo-Romance typology, and its separateness as a group of its own among the Romance languages is indisputable.» {{cite web|url=http://www.treccani.it/magazine/lingua_italiana/articoli/scritto_e_parlato/Toso8.html|title=(Toso, Fiorenzo). Lingue sotto il tetto d'Italia. Le minoranze alloglotte da Bolzano a Carloforte – 8. Il sardo}}</ref> History Sardinia's relative isolation from mainland Europe encouraged the development of a Romance language that preserves traces of its indigenous, pre-Roman language(s). The language is posited to have substratal influences from Paleo-Sardinian, which some scholars have linked to Basque and Etruscan; comparisons have also been drawn with the Berber languages from North Africa to shed more light on the language(s) spoken in Sardinia prior to its Romanization. Subsequent adstratal influences include Catalan, Spanish, and Italian. The situation of the Sardinian language with regard to the politically dominant ones did not change until fascism and, most evidently, the 1950s. Origins of modern Sardinian Prenuragic and Nuragic era The origins of ancient Sardinian, also known as Paleo-Sardinian, are currently unknown. Research has attempted to discover obscure, indigenous, pre-Romance roots. The root s(a)rd, indicating many place names as well as the island's people, is reportedly either associated with or originating from the Sherden, one of the Sea Peoples. Other sources trace instead the root s(a)rd from , a legendary woman from the Anatolian Kingdom of Lydia,M. Pittau, La Lingua dei Sardi Nuragici e degli Etruschi, Sassari 1981, p. 57 or from the Libyan mythological figure of the Sardus Pater Babai ("Sardinian Father" or "Father of the Sardinians").Pausanias, Ελλάδοσ περιήγησισ, X, 17Gaius Julius Solinus, Collectanea rerum memorabilium, IV, 1 In 1984, Massimo Pittau claimed to have found the etymology of many Latin words in the Etruscan language, after comparing it with the Nuragic language(s). Etruscan elements, formerly thought to have originated in Latin, would indicate a connection between the ancient Sardinian culture and the Etruscans. According to Pittau, the Etruscan and Nuragic language(s) are descended from Lydian (and therefore Indo-European) as a consequence of contact with Etruscans and other Tyrrhenians from Sardis as described by Herodotus. Although Pittau suggests that the Tirrenii landed in Sardinia and the Etruscans landed in modern Tuscany, his views are not shared by most Etruscologists. According to Bertoldi and Terracini, Paleo-Sardinian has similarities with the Iberic languages and Siculian; for example, the suffix -ara in proparoxytones indicated the plural. Terracini proposed the same for suffixes in -, -/ànna/, -/énna/, -/ònna/ + + a paragogic vowel (such as the toponym Bunnànnaru). Rohlfs, Butler and Craddock add the suffix - (such as the toponym Barùmini) as a unique element of Paleo-Sardinian. Suffixes in /a, e, o, u/ + -rr- found a correspondence in north Africa (Terracini), in Iberia (Blasco Ferrer) and in southern Italy and Gascony (Rohlfs), with a closer relationship to Basque (Wagner and Hubschmid). However, these early links to a Basque precursor have been questioned by some Basque linguists. According to Terracini, suffixes in -, -, -, and - are common to Paleo-Sardinian and northern African languages. Pittau emphasized that this concerns terms originally ending in an accented vowel, with an attached paragogic vowel; the suffix resisted Latinization in some place names, which show a Latin body and a Nuragic suffix. According to Bertoldi, some toponyms ending in - and -/asài/ indicated an Anatolian influence. The suffix -/aiko/, widely used in Iberia and possibly of Celtic origin, and the ethnic suffix in -/itanos/ and -/etanos/ (for example, the Sardinian Sulcitanos) have also been noted as Paleo-Sardinian elements (Terracini, Ribezzo, Wagner, Hubschmid and Faust). Some linguists, like Max Leopold Wagner (1931), Blasco Ferrer (2009, 2010) and Arregi (2017) have attempted to revive a theoretical connection with Basque by linking words such as Sardinian idile "marshland" and Basque itil "puddle"; Sardinian ospile "fresh grazing for cattle" and Basque hozpil "cool, fresh"; Sardinian arrotzeri "vagabond" and Basque arrotz "stranger"; Sardinian golostiu and Basque gorosti "holly"; Gallurese (Corso-Sardinian) zerru "pig" (with z for [dz]) and Basque zerri (with z for [s]). Genetic data have found the Basques to be close to the Sardinians. Since the Neolithic period, some degree of variance across the island's regions is also attested. The Arzachena culture, for instance, suggests a link between the northernmost Sardinian region (Gallura) and southern Corsica that finds further confirmation in the Natural History by Pliny the Elder. There are also some stylistic differences across Northern and Southern Nuragic Sardinia, which may indicate the existence of two other tribal groups (Balares and Ilienses) mentioned by the same Roman author. According to the archeologist Giovanni Ugas, these tribes may have in fact played a role in shaping the current regional linguistic differences of the island. Classical period Around the 10th and 9th century BC, Phoenician merchants were known to have made their presence in Sardinia, which acted as a geographical mediator in between the Iberian and the Italian peninsula. In the eighth and seventh centuries, the Phoenicians began to develop permanent settlements, politically arranged as city-states in similar fashion to the Lebanese coastal areas. It did not take long before they started gravitating around the Carthaginian sphere of influence, whose level of prosperity spurred Carthage to send a series of expeditionary forces to the island; although they were initially repelled by the natives, the North African city vigorously pursued a policy of active imperialism and, by the sixth century, managed to establish its political hegemony and military control over South-Western Sardinia. Punic began to be spoken in the area, and many words entered ancient Sardinian as well. Names like giara "plateau" (cf. Hebrew "forest, scrub"), g(r)uspinu "nasturtium" (from the Punic cusmin), curma "fringed rue" (cf. ḥarmal "Syrian rue"), mítza "source" (cf. Hebrew mitsa, metza "place whence something emerges"), síntziri "marsh horsetail" (from the Punic zunzur "common knotgrass"), tzeúrra "sprout" (from the Punic zeraʿ "seed"), tzichirìa "dill" (from the Punic sikkíria; cf. Hebrew šēkār "ale") and tzípiri "rosemary" (from the Punic zibbir) are commonly used, especially in the modern Sardinian varieties of the Campidanese plain, while proceeding northwards the influence is more limited to place names, such as the town of Magomadas, Macumadas in Nuoro or Magumadas in Gesico and Nureci, all of which deriving from the Punic maqom hadash "new city".Giulio Paulis, «L'influsso linguistico fenicio-punico in Sardegna. Nuove acquisizioni e prospettive di ricerca», in Circolazioni culturali nel Mediterraneo antico. Atti della VI giornata camito-semtica e indoeuropea, I Convegno Internazionale di linguistica dell'area mediterranea, Sassari 24–27 aprile 1991, edited by Paolo Filigheddu, Cagliari, Corda, 1994, pp. 213–219 The Roman domination began in 238 BC, but was often contested by the local Sardinian tribes, who had by then acquired a high level of political organization, and would manage to only partly supplant the pre-Latin Sardinian languages, including Punic. Although the colonists and negotiatores (businessmen) of strictly Italic descent would later play a relevant role in introducing and spreading Latin to Sardinia, Romanisation proved slow to take hold among the Sardinian natives, whose proximity to the Carthaginian cultural influence was noted by Roman authors. Punic continued to be spoken well into the 3rd-4th century AD, as attested by votive inscriptions, and it is thought that the natives from the most interior areas, led by the tribal chief Hospito, joined their brethren in making the switch to Latin around the 7th century AD, through their conversion to Christianity.Pope Symmachus (498–514 C.E.), a Sardinian by birth, described himself as ex paganitate veniens, "coming from a pagan land". Gregory the Great (590–614 C.E.) reproached the people of Barbagia for still worshipping stone and wooden idols (Wagner 1951: 73). Cicero, who loathed the Sardinians on the ground of numerous factors, such as their outlandish language, their kinship with Carthage and their refusal to engage with Rome, would call the Sardinian rebels latrones mastrucati ("thieves with rough wool cloaks") or Afri ("Africans") to emphasize Roman superiority over a population mocked as the refuse of Carthage. A number of obscure Nuragic roots remained unchanged, and in many cases Latin accepted the local roots (like nur, presumably from Norax, which makes its appearance in nuraghe, Nurra, Nurri and many other toponyms). Barbagia, the mountainous central region of the island, derives its name from the Latin Barbaria (a term meaning "Land of the Barbarians", similar in origin to the now antiquated word "Barbary"), because its people refused cultural and linguistic assimilation for a long time: 50% of toponyms of central Sardinia, particularly in the territory of Olzai, are actually not related to any known language. According to Terracini, amongst the regions in Europe that went on to draw their language from Latin, Sardinia has overall preserved the highest proportion of pre-Latin toponyms. Besides the place names, on the island there are still a few names of plants, animals and geological formations directly traceable to the ancient Nuragic era. By the end of the Roman domination, Latin had gradually become however the speech of most of the island's inhabitants. As a result of this protracted and prolonged process of Romanisation, the modern Sardinian language is today classified as Romance or neo-Latin, with some phonetic features resembling Old Latin. Some linguists assert that modern Sardinian, being part of the Island Romance group, was the first language to split off from Latin, all others evolving from Latin as Continental Romance. In fact, contact with Rome might have ceased from as early as the first century BC. In terms of vocabulary, Sardinian retains an array of peculiar Latin-based forms that are either unfamiliar to, or have altogether disappeared in, the rest of the Romance-speaking world.For a list of widely used words in Sardinian that were already considered quite archaic by the time of Marcus Terentius Varro, see The number of Latin inscriptions on the island is relatively small and fragmented. Some engraved poems in ancient Greek and Latin (the two most prestigious languages in the Roman Empire) are seen in the so-called "Viper's Cave" (Gruta 'e sa Pibera in Sardinian, Grotta della Vipera in Italian, Cripta Serpentum in Latin), a burial monument built in Caralis (Cagliari) by Lucius Cassius Philippus (a Roman who had been exiled to Sardinia) in remembrance of his dead spouse Atilia Pomptilla; we also have some religious works by Eusebius and Saint Lucifer, both from Caralis and in the writing style of whom may be noted the lexicon and perifrastic forms typical of Sardinian (e.g. in place of ; compare with Sardinian or "to say"). After a period of 80 years under the Vandals, Sardinia would again be part of the Byzantine Empire under the Exarchate of Africa for almost another five centuries. In spite of this, Greek proved unable to enter the Sardinian language, except for some ritual or formal expressions using Greek structure and, sometimes, the Greek alphabet. Evidence for this is found in the condaghes, the first written documents in Sardinian. From the long Byzantine era there are only a few entries but they already provide a glimpse of the sociolinguistical situation on the island in which, in addition to the community's everyday Neo-Latin language, Greek was also spoken by the ruling classes. Some toponyms, such as Jerzu (thought to derive from the Greek khérsos, "untilled"), together with the personal names Mikhaleis, Konstantine and Basilis, demonstrate Greek influence. As the Muslims made their way into North Africa, what remained of the Byzantine possession of the Exarchate was only the Balearic Islands and Sardinia. Since the Byzantines were all intent on reconquering southern Italy and Sicily, which had fallen to the Muslims, their attention on Sardinia was neglected and communications broke down with Constantinople; this spurred the former Byzantine province of Sardinia to become progressively more autonomous from the Byzantine oecumene (Greek: οἰκουμένη), and eventually attain independence. Judicates period Sardinian was the first Romance language of all to gain official status, being used by the four Judicates,«Moreover, the Sardinians are the first Romance-speaking people of all who made the language of the common folk the official language of the State, the Government...» Puddu, Mario (2002). Istoria de sa limba sarda, Ed. Domus de Janas, Selargius, p. 14Maurizio Virdis, Le prime manifestazioni della scrittura nel cagliaritano, in Judicalia, Atti del Seminario di Studi Cagliari 14 dicembre 2003, a cura di B. Fois, Cagliari, Cuec, 2004, pp. 45–54. former Byzantine districts that became independent political entities after the Arab expansion in the Mediterranean had cut off any ties left between the island and Byzantium. The exceptionality of the Sardinian situation, which in this sense constitutes a unique case throughout the Latin-speaking Europe, consists in the fact that any official text was written solely in Sardinian from the very beginning and completely excluded Latin, unlike what was happening – and would continue to happen – in France, Italy and Iberia at the same time; Latin, although co-official, was in fact only used in documents concerning relations with the European continent. Awareness of the dignity of Sardinian for official purposes was such that, in the words of Livio Petrucci, a Neo-Latin language had come to be used "at a time when nothing similar can be observed in the Italian peninsula" not only "in the legal field" but also "in any other field of writing". Old Sardinian had a greater number of archaisms and Latinisms than the present language does, with few Germanic words, mostly coming from Latin itself, and even fewer Arabisms, which had been imported by scribes from Iberia; in spite of their best efforts with a score of expeditions to the island, from which they would get considerable booty and a hefty number of Sardinian slaves, the Arab assailants were in fact each time forcefully driven back and would never manage to conquer and settle on the island. Although the surviving texts come from such disparate areas as the north and the south of the island, Sardinian then presented itself in a rather homogeneous form: even though the orthographic differences between Logudorese and Campidanese were beginning to appear, Wagner found in this period "the original unity of the Sardinian language". In agreement with Wagner is Paolo Merci, who found a "broad uniformity" around this period, as were Antonio Sanna and Ignazio Delogu too, for whom it was the islanders' community life that prevented Sardinian from localism. According to Carlo Tagliavini, these earlier documents show the existence of a Sardinian Koine which pointed to a model based on Logudorese. According to Eduardo Blasco Ferrer, it was in the wake of the fall of the Judicates of Cagliari and Gallura, in the second half of the 13th century, that Sardinian began to fragment into its modern dialects, undergoing some Tuscanization under the rule of the Republic of Pisa; it did not take long before the Genoese too started carving their own sphere of influence in northern Sardinia, both through the mixed Sardinian-Genoese nobility of Sassari and the members of the Doria family. A certain range of dialectal variation is then noted. A special position was occupied by the Judicate of Arborea, the last Sardinian kingdom to fall to foreign powers, in which a transitional dialect was spoken, that of Middle Sardinian. The Carta de Logu of the Kingdom of Arborea, one of the first constitutions in history drawn up in 1355–1376 by Marianus IV and the Queen, the "Lady Judge" ( in Sardinian, in Catalan, in Italian) Eleanor, was written in this transitional variety of Sardinian, and would remain in force until 1827. The Arborean judges' effort to unify the Sardinian dialects were due to their desire to be legitimate rulers of the entire island under a single state ( "Sardinian Republic"); such political goal, after all, was already manifest in 1164, when the Arborean Judge Barison ordered his great seal to be made with the writings ("Barison, by the grace of God, King of Sardinia") and ("The people's rule is equal to the Sardinians' own force"). Dante Alighieri wrote in his 1302–05 essay De vulgari eloquentia that Sardinians were strictly speaking not Italians (), even though they appeared superficially similar to them, and they did not speak anything close to a Neo-Latin language of their own (), but resorted to aping straightforward Latin instead.«As for the Sardinians, who are not Italian but may be associated with Italians for our purposes, out they must go, because they alone seem to lack a vernacular of their own, instead imitating gramatica as apes do humans: for they say domus nova [my house] and dominus meus [my master].» «Eliminiamo anche i Sardi (che non sono Italiani, ma sembrano accomunabili agli Italiani) perché essi soli appaiono privi di un volgare loro proprio e imitano la "gramatica" come le scimmie imitano gli uomini: dicono infatti "domus nova" e "dominus meus"». De Vulgari Eloquentia. Paraphrase and notes by Sergio Cecchin. Opere minori di Dante Alighieri, vol. II, UTET, Torino 1986«In.. perceiving that the ‘outlandish’ character of Sardinian speech lay in its approximation to Latin the poet-philologist [Dante] had almost divined the truth concerning the origin of the Romance languages.» W. D. Elcock, The Romance Languages (London: Faber & Faber, 1960), v. 474 Dante's view on the Sardinians, however, is proof of how their language had been following its own course in a way which was already unintelligible to non-islanders, and had become, in Wagner's words, an impenetrable "sphinx" to their judgment. Frequently mentioned is a previous 12th-century poem by the troubadour Raimbaut de Vaqueiras, Domna, tant vos ai preiada ("Lady, so much I have endeared you"); Sardinian epitomizes outlandish speech therein, along with non-Romance languages such as German and Berber, with the troubadour having the lady say «» ("I don't understand you more than a German or Sardinian or Berber"); the Tuscan poet Fazio degli Uberti refers to the Sardinians in his poem as «» ("a people that no one is able to understand / nor do they come to a knowledge of what other peoples say about them"). The Muslim geographer Muhammad al-Idrisi, who lived in Palermo, Sicily at the court of King Roger II, wrote in his work ("The book of pleasant journeys into faraway lands" or, simply, "The book of Roger") that «Sardinians are ethnically , like the Berbers; they shun contacts with all the other nations and are people of purpose and valiant that never leave the arms».Mastino, Attilio (2005). Storia della Sardegna antica, Edizioni Il Maestrale, p. 83Another translation into Italian from the original passage in Arabic: «I sardi, popolo di razza latina africana piuttosto barbaro, che vive appartato dal consorzio delle altre genti latine, sono intrepidi e risoluti; essi non abbandonano mai le armi.» According to Wagner, the close relationship in the development of Vulgar Latin between North Africa and Sardinia might not have only derived from ancient ethnic affinities between the two populations, but also from their common political past within the Exarchate of Africa. What literature is left to us from this period primarily consists of legal and administrative documents, besides the aforementioned Cartas and condaghes. The first document containing Sardinian elements is a 1063 donation to the abbey of Montecassino signed by Barisone I of Torres. Another such document (the so-called Carta Volgare) comes from the Judicate of Cagliari and was issued by Torchitorio I de Lacon-Gunale in around 1070, written in Sardinian whilst still employing the Greek alphabet. Other documents are the Carta Volgare (1070–1080) in Campidanese, the 1080 Logudorese Privilege, the 1089 Donation of Torchitorio (in the Marseille archives), the 1190–1206 Marsellaise Chart (in Campidanese) and an 1173 communication between the Bishop Bernardo of Civita and Benedetto, who oversaw the Opera del Duomo in Pisa. The Statutes of Sassari (1316) and Castelgenovese (c. 1334) are written in Logudorese. The first chronicle in lingua sive ydiomate sardo, called , was published anonymously in the 13th century, relating the events of the Judicate of Torres. Iberian period – Catalan and Castilian influence The 1297 feoffment of Sardinia by Pope Boniface VIII led to the creation of the Aragonese Kingdom of Sardinia and a long period of war between the Aragonese and Sardinians, ending with an Aragonese victory at Sanluri in 1409 and the renunciation of any succession right signed by William II of Narbonne in 1420. During this period the clergy adopted Catalan as their primary language, relegating Sardinian to a secondary but nonetheless relevant status with regards to the official acts and the Realm's law (the was extended to most of the island in 1421 by the Parliament). Agreeing with Fara's , the Sardinian attorney Sigismondo Arquer, author of in Sebastian Münster's Cosmographia universalis (whose report would also be quoted in Conrad Gessner's "On the different languages used by the various nations across the globe" with minor variations), stated that Sardinian prevailed in most of the Kingdom, with particular regard for the rural interior, and Catalan and Spanish were spoken in the cities, where the ruling class eventually became plurilingual in both the native and the Iberian languages; Alghero is still a Catalan-speaking enclave on Sardinia to this day. This sociolinguistic situation was reported by various authors, including the ambassador Martin Carillo (supposed author of the ironic judgment on the Sardinians' tribal and sectarian divisions: «» "few, thickheaded, and badly united"), the anonymous , a passage of which reads: «» ("they speak Catalan very well, as though I was in Catalonia"); Anselm Adorno, a wealthy Genoese residing in Bruges who noted that, many foreigners notwithstanding, the native population spoke their own language (); and, finally, the rector of the Jesuit college of Sassari, Baldassarre Pinyes, who wrote in Rome: «» ("as far as the Sardinian language is concerned, Your Paternity, know that it is not spoken in this city, nor in Alghero, nor in Cagliari: they only speak it in the towns"). The long-lasting war and the so-called Black Death had a devastating effect on the island, depopulating large parts of it. People from the neighbouring island of Corsica, which had been already Tuscanised, began to settle en masse in the northern Sardinian coast, leading to the birth of Sassarese and then Gallurese, two Italo-Dalmatian lects. Despite Catalan being widely spoken and written on the island at this time (leaving a lasting influence in Sardinian), there are some written records of Sardinian, which was estimated to be the ordinary language of the Sardinians by the Jesuits in 1561. One is the 15th-century , written by Antòni Canu (1400–1476) and published in 1557. The 16th century is instead marked by a new Sardinian literary revival: , by Hieronimu Araolla, was aimed at "glorifying and enriching Sardinian, our language" () as the Spanish, French and Italian poets had already done for their own languages ( and ). This way, Araolla is one of the first Sardinian authors to bind the language to a Sardinian nation, the existence of which is not outright stated but naturally implied.Incipit to "Lettera al Maestro" in : Antonio Lo Frasso, a poet born in Alghero (a city he remembered fondly) who spent his life in Barcelona, wrote lyric poetry in Sardinian. Through the marriage of Isabella I of Castile and Ferdinand II of Aragon in 1469 and, later in 1624, the reorganization of the monarchy led by the Count-Duke of Olivares, Sardinia would progressively join a broad Spanish cultural sphere and leave the exclusive Aragonese one. Spanish was perceived as an elitist language, gaining solid ground among the ruling Sardinian class; Spanish had thus a profound influence on Sardinian, especially in those words, styles and cultural models owing to the prestigious international role of the Habsburg Monarchy as well as the Court. Most Sardinian authors would write in both Spanish and Sardinian until the 19th century and were well-versed in the former, like Vicente Bacallar y Sanna that was one of the founders of the Real Academia Española; according to Bruno Anatra's estimates, around 87% of the books printed in Cagliari were in Spanish. A notable exception was Pedro Delitala (1550–1590), who decided to write in Italian instead.Rime diverse, Cagliari, 1595 Nonetheless, the Sardinian language retained much of its importance, earning respect from the Spaniards in light of it being the ethnic code the people from most of the Kingdom kept using, especially in the interior.Juan Francisco Carmona Cagliari, 1610–1670, Alabança de San George obispu suelense: Citizen (in Spanish): "You, shepherd! What frightens you? Have you never seen some people gathering?"; Shepherd (in Sardinian): "Are you asking me if I'm married?"; Citizen (in Spanish): "You're not getting a grasp of what I say, do you? Oh, what an idiot shepherd!"; Shepherd (in Sardinian): "I'm actually thirsty and tired"; Citizen (in Spanish): "I'd better speak in Sardinian so that we understand each other better. (in Sardinian) Tell me, shepherd, where are you from?"; Shepherd: "I'm from Suelli, my lord, I've been ordered to bring my lord a present"; Citizen: "Ah, now you understand what I said, don't you!"". ("Ciudadano: Que tiens pastor, de que te espantas? que nunca has visto pueblo congregado?; Pastor: E ite mi nais, si seu coiadu?; Ciudadano: Que no me entiendes? o, que pastor bozal aqui me vino; Pastor: A fidi tengu sidi e istau fadiau; Ciudadano: Mejor sera que en sardo tambien able pues algo dello se y nos oigamos. Nada mi su pastori de undi seis?; Pastor: De Suedi mi Sennori e m'anti cumandadu portari unu presenti a monsignori; Ciudadano: Jmoi jà mi jntendeis su que apu nadu"). New genres of popular poetry were established around this period, like the or (sacred hymns), the (lullabies), the (funeral laments), the (quatrains), the and (curses), and the improvised poetry of the and . Sardinian was also one of the few official languages, along with Spanish, Catalan and Portuguese, whose knowledge was required to be an officer in the Spanish tercios. Ioan Matheu Garipa, a priest from Orgosolo who translated the Italian into Sardinian () in 1627, was the first author to claim that Sardinian was the closest living relative of classical Latin and, like Araolla before him, valued Sardinian as the language of a specific ethno-national community. In this regard, the philologist Paolo Maninchedda argues that by doing so, these authors did not write «about Sardinia or in Sardinian to fit into an island system, but to inscribe Sardinia and its language - and with them, themselves - in a European system. Elevating Sardinia to a cultural dignity equal to that of other European countries also meant promoting the Sardinians, and in particular their educated countrymen, who felt that they had no roots and no place in the continental cultural system». Savoyard period – Italian influence The War of the Spanish Succession gave Sardinia to Austria, whose sovereignty was confirmed by the 1713–14 treaties of Utrecht and Rastatt. In 1717 a Spanish fleet reoccupied Cagliari, and the following year Sardinia was ceded to Victor Amadeus II of Savoy in exchange for Sicily. This transfer would not initially entail any social nor linguistic changes, though: Sardinia would still retain for a long time its Iberian character, so much so that only in 1767 were the Aragonese and Spanish dynastic symbols replaced by the Savoyard cross. The Sardinian language, although practiced in a state of diglossia, continued to be spoken by all social classes, its linguistic alterity and independence being universally perceived; Spanish, on the other hand, was the prestige code known and used by the Sardinian social strata with at least some education, in so pervasive a manner that Joaquín Arce refers to it in terms of a paradox: Castilian had become the common language of the islanders by the time they officially ceased to be Spanish and, through their annexation by the House of Savoy, became Italian through Piedmont instead. Given the current situation, the Piedmontese ruling class which held the reins of the island, in this early phase, resolved to maintain its political and social institutions, while at the same time progressively hollowing them out. This pragmatic stance was rooted in three political reasons: in the first place, the Savoyards did not want to rouse international suspicion and followed to the letter the rules dictated by the Treaty of London, signed on 2 August 1718, whereby they had committed themselves to respect the fundamental laws of the newly acquired Kingdom; in the second place, they did not want to antagonize the hispanophile locals, especially the elites; and finally, they lingered on hoping they could one day manage to dispose of Sardinia altogether, while still keeping the title of Kings by regaining Sicily. In fact, since imposing Italian would have violated one of the fundamental laws of the Kingdom, which the new rulers swore to observe upon taking on the mantle of King, Victor Amadeus II emphasised the need for the operation to be carried out through incremental steps, small enough to go relatively unnoticed (), as early as 1721. Such prudence was again noted, when the King claimed that he was nevertheless not intentioned to ban either Sardinian or Spanish on two separate occasions, in 1726 and 1728. The fact that the new masters of Sardinia felt at loss as to how they could better deal with a cultural and linguistic environment they perceived as alien to the Mainland, where Italian had long been the prestige and even official language, can be deduced from the study ("Account of the proposed ways to introduce the Italian language to this Kingdom") commissioned in 1726 by the Piedmontese administration, to which the Jesuit Antonio Falletti from Barolo responded suggesting the ("to introduce an unknown language [Italian] through a known one [Spanish]") method as the best course of action for Italianization. In the same year, Victor Amadeus II had already said he could no longer tolerate the lack of ability to speak Italian on the part of the islanders, in view of the inconveniences that such inability was putting through for the functionaries sent from the Mainland. Restrictions to mixed marriages between Sardinian women and the Piedmontese officers dispatched to the island, which had hitherto been prohibited by law, were at one point lifted and even encouraged so as to better introduce the language to the local population.On further information as to the role played by mixed marriages in general to spread Italian among the islanders, see ; In contrast to the cultural dynamics long established in the Mainland between Italian and the various Romance dialects thereof, in Sardinia the relationship between the Italian language – recently introduced by Savoy – and the native one had been perceived from the start by the locals, educated and uneducated alike, as a relationship (albeit unequal in terms of political power and prestige) between two very different languages, and not between a language and one of its dialects. The plurisecular Iberian period had also contributed in making the Sardinians feel relatively detached from the Italian language and its cultural sphere; local sensibilities towards the language were further exacerbated by the fact that the Spanish ruling class had long considered Sardinian a distinct language, with respect to their own ones and Italian as well. The perception of the alterity of Sardinian was also widely shared among the Italians who happened to visit the island and recounted their experiences with the local population, whom they often likened to the Spanish and the ancient peoples of the Orient.«Lingue fuori dell'Italiano e del Sardo nessuno ne impara, e pochi uomini capiscono il francese; piuttosto lo spagnuolo. La lingua spagnuola s'accosta molto anche alla Sarda, e poi con altri paesi poco sono in relazione. [...] La popolazione della Sardegna pare dalli suoi costumi, indole, etc., un misto di popoli di Spagna, e del Levante conservano vari usi, che hanno molta analogia con quelli dei Turchi, e dei popoli del Levante; e poi vi è mescolato molto dello Spagnuolo, e dirò così, che pare una originaria popolazione del Levante civilizzata alla Spagnuola, che poi coll'andare del tempo divenne più originale, e formò la Nazione Sarda, che ora distinguesi non solo dai popoli del Levante, ma anche da quelli della Spagna.» However, the Savoyard government eventually decided to directly impose Italian altogether on Sardinia on 25 July 1760, because of the Savoyards' geopolitical need to draw the island away from Spain's gravitational pull and culturally integrate Sardinia into the Italian peninsula's orbit, and especially Piedmont.«To the Savoyard functionaries, who were well into bureaucratic absolutism as well as raised to the cult of orderliness and precision, the island looked like something alien and bizarre, like a Country that was prey to barbarism and anarchy, populated by savages who were anything but nice. It was unlikely that the functionaries could regard anything different as other than utter evil. They therefore proceeded to apply to Sardinia the same formulas of Piedmont.» Original text: «Ai funzionari sabaudi, inseriti negli ingranaggi dell'assolutismo burocratico ed educati al culto della regolarità e della precisione, l'isola appariva come qualcosa di estraneo e di bizzarro, come un Paese in preda alla barbarie e all'anarchia, popolato di selvaggi tutt'altro che buoni. Era difficile che quei funzionari potessero considerare il diverso altrimenti che come puro negativo. E infatti essi presero ad applicare alla Sardegna le stesse ricette applicate al Piemonte.». Guerci, Luciano (2006). L'Europa del Settecento : permanenze e mutamenti , UTET, p. 576King Charles Emmanuel III of Sardinia, Royal Note, 23 July 1760: "Since we must use for such teachings (lower schools), among the most cultured languages, the one that is the less distant from the native dialect and the most appropriate to public administration at the same time, we have decided to use Italian in the aforementioned schools, as it is in fact no more different from the Sardinian language than the Spanish one, and indeed the most educated Sardinians have already a grasp of it; it is also the most viable option to facilitate and increase trade; the Piedmontese in the Kingdom won't have to learn another language to be employed in the public sector, and the Sardinians could also find work on the continent." Original: "Dovendosi per tali insegnamenti (scuole inferiori) adoperare fra le lingue più colte quella che è meno lontana dal materno dialetto ed a un tempo la più corrispondente alle pubbliche convenienze, si è determinato di usare nelle scuole predette l'italiana, siccome quella appunto che non essendo più diversa dalla sarda di quello fosse la castigliana, poiché anzi la maggior parte dei sardi più colti già la possiede; resta altresì la più opportuna per maggiormente agevolare il commercio ed aumentare gli scambievoli comodi; ed i Piemontesi che verranno nel Regno, non avranno a studiare una nuova lingua per meglio abituarsi al servizio pubblico e dei sardi, i quali in tal modo potranno essere impiegati anche nel continente. In 1764, the order was extended to all sectors of public life. Spanish was thus replaced as the official language (even though it continued to be used in the parish registers and official deeds until 1828) and Sardinian was again marginalized, making way for the Italianization of the island. For the first time, in fact, even the wealthy and most powerful families of rural Sardinia, the , started to perceive Sardinian as a handicap. At the end of the 18th century, following the trail of the French Revolution, a group of the Sardinian middle class planned to break away from the mainland ruling class and institute an independent Sardinian Republic under French protection; all over the island, a number of political pamphlets printed in Sardinian were illegally distributed, calling for a mass revolt against the Piedmontese rule and the barons' abuse. The most famous literary product born out of such political unrest was the poem , noted as a testament of the French-inspired democratic and patriotic values, as well as Sardinia's situation under feudalism. The first systematic study on the Sardinian language was written in 1782 by the philologist Matteo Madau, with the title of . The patriotic intention that motivated Madau was to trace the ideal path through which Sardinian could grow to be the island's proper national language;Un arxipèlag invisible: la relació impossible de Sardenya i Còrsega sota nacionalismes, segles XVIII-XX – Marcel Farinelli, Universitat Pompeu Fabra. Institut Universitari d'Història Jaume Vicens i Vives, p. 285 nevertheless, the Savoyard climate of repression on Sardinian culture would induce Matteo Madau to veil its radical proposals with some literary devices, and the author was eventually unable to ever translate them into reality. The first volume of comparative Sardinian dialectology was produced in 1786 by the Catalan Jesuit Andres Febres, known in Italy and Sardinia by the pseudonym of , who returned from Lima where he had first published a book of Mapuche grammar in 1764. After he moved to Cagliari, he became fascinated with the Sardinian language as well and conducted some research on three specific dialects; the aim of his work, entitled , was to «write down the rules of the Sardinian language» and spur the Sardinians to «cherish the language of their Homeland, as well as Italian». The government in Turin, which had been monitoring Febres' activity, decided that his work would not be allowed to be published: Victor Amadeus III had supposedly not appreciated the fact that the book had a bilingual dedication to him in Italian and Sardinian, a mistake that his successors, while still echoing back to a general concept of "Sardinian ancestral homeland", would from then on avoid, and making exclusive use of Italian to produce their works. In the climate of monarchic restoration that followed Angioy's rebellion, other Sardinian intellectuals, all characterized by an attitude of general devotion to their island as well as proven loyalty to the House of Savoy, posed in fact the question of the Sardinian language, while being careful enough to use only Italian as a language to get their point across. During the 19th century in particular, the Sardinian intellectuality and ruling class found itself divided over the adherence to the Sardinian national values and the allegiance to the new Italian nationality, toward which they eventually leaned in the wake of the abortive Sardinian revolution. The identity crisis of the Sardinian ruling class, and their strive for acceptance into the new citizenship of the Italian identity, would manifest itself with the publication of the so-called by the unionist and reactionary historian Pietro Martini in 1863. A few years after the major anti-Piedmontese revolt, in 1811, the priest Vincenzo Raimondo Porru published a timid essay of Sardinian grammar, which, however, referred expressively to the Southern dialect (hence the title of ) and, out of prudence towards the king, was made with the declared intention of easing the acquisition of Italian among his fellow Sardinians, instead of protecting their language. The more ambitious work of the professor and senator Giovanni Spano, the Ortographia sarda nationale ("Sardinian National Orthography"), although it was officially meant for the same purpose as Porru's, attempted in reality to establish a unified Sardinian orthography based on Logudorese, just like Florentine had become the basis for Italian.«[...] Nonetheless, the two works by Spano are of extraordinary importance, as they put on the table in Sardinia the "question of the Sardinian language", the language that should have been the unified and unifying one, to be enforced on the island over its singular dialects; the language of the Sardinian nation, through which the island was keen to project itself onto the other European nations, that already reached or were about to reach their political and cultural actualization in the 1800s, including the Italian nation. And just along the lines of what had been theorized and put into effect in favour of the Italian nation, that was successfully completing the process of linguistic unification by elevating the Florentine dialect to the role of "national language", so in Sardinia the long-desired "Sardinian national language" was given the name of "illustrious Sardinian".» Original: «[...] Ciononostante le due opere dello Spano sono di straordinaria importanza, in quanto aprirono in Sardegna la discussione sul problema della lingua sarda, quella che sarebbe dovuta essere la lingua unificata ed unificante, che si sarebbe dovuta imporre in tutta l'isola sulle particolarità dei singoli dialetti e suddialetti, la lingua della nazione sarda, con la quale la Sardegna intendeva inserirsi tra le altre nazioni europee, quelle che nell'Ottocento avevano già raggiunto o stavano per raggiungere la loro attuazione politica e culturale, compresa la nazione italiana. E proprio sulla falsariga di quanto era stato teorizzato ed anche attuato a favore della nazione italiana, che nell'Ottocento stava per portare a termine il processo di unificazione linguistica, elevando il dialetto fiorentino e toscano al ruolo di "lingua nazionale", chiamandolo italiano illustre, anche in Sardegna l'auspicata lingua nazionale sarda fu denominata sardo illustre"». Introduction The jurist Carlo Baudi di Vesme claimed that the suppression of Sardinian and the imposition of Italian was desirable to make the islanders into "civilized Italians".«In una sua opera del 1848 egli mostra di considerare la situazione isolana come carica di pericoli e di minacce per il Piemonte e propone di procedere colpendo innanzitutto con decisione la lingua sarda, proibendola cioè "severamente in ogni atto pubblico civile non meno che nelle funzioni ecclesiastiche, tranne le prediche". Baudi di Vesme non si fa illusioni: l'antipiemontesismo non è mai venuto meno nonostante le proteste e le riaffermazioni di fratellanza con i popoli di terraferma; si è vissuti anzi fino a quel momento - aggiunge - non in attesa di una completa unificazione della Sardegna al resto dello Stato ma addirittura di un "rinnovamento del novantaquattro", cioè della storica "emozione popolare" che aveva portato alla cacciata dei Piemontesi. Ma, rimossi gli ostacoli che sul piano politico-istituzionale e soprattutto su quello etnico e linguistico differenziano la Sardegna dal Piemonte, nulla potrà più impedire che l'isola diventi un tutt'uno con gli altri Stati del re e si italianizzi davvero». Federico Francioni, Storia dell'idea di "nazione sarda", in The primary and tertiary education was thus offered exclusively through Italian, importing teachers from the Mainland to make up for the lack of Italian-speaking Sardinians, and Piedmontese cartographers replaced many Sardinian place names with Italian ones. The Italian education, being imparted in a language the Sardinians were not familiar with, spread Italian for the first time in history to Sardinian villages, marking the troubled transition to the new dominant language; the school environment, which employed Italian as the sole means of communication, grew to become a microcosm around the then-monolingual Sardinian villages. In 1811, the canon Salvatore Carboni published in Bologna the polemic book ("Holy Discourses in Sardinian language"), wherein the author lamented the fact that Sardinia, «» ("Being an Italian province nowadays, [Sardinia] cannot have laws and public acts made in its own language"), and while claiming that «» ("the Sardinian language, however unofficial, will last as long as Sardinia among the Sardinians"), he also asked himself «» ("Why should we show neglect and contempt for Sardinian, which is a language as ancient and noble as Italian, French and Spanish?"). Eventually, Sardinian came to be perceived as / , literally translating into English as "the language of hunger" (i.e. the language of the poor), and Sardinian parents strongly supported the teaching of the new tongue to their children, since they saw it as the portal to escaping from a poverty-stricken, rural, isolated and underprivileged life. In 1827, the historical legal code serving as the consuetud de la nació sardesca in the days of the Iberian rule, the Carta de Logu, was abolished and replaced by the more advanced Savoyard code of Charles Felix "Leggi civili e criminali del Regno di Sardegna", written in Italian.«Des del seu càrrec de capità general, Carles Fèlix havia lluitat amb mà rígida contra les darreres actituds antipiemonteses que encara dificultaven l'activitat del govern. Ara promulgava el Codi felicià (1827), amb el qual totes les lleis sardes eren recollides i, sovint, modificades. Pel que ara ens interessa, cal assenyalar que el nou codi abolia la Carta de Logu – la «consuetud de la nació sardesca», vigent des de l'any 1421 – i allò que restava de l'antic dret municipalista basat en el privilegi.» Joan Armangué i Herrero, Represa i exercici de la consciència lingüística a l'Alguer (ss.XVIII-XX), Arxiu de Tradicions de l'Alguer, Cagliari, I.1 The Perfect Fusion with the Mainland States, enacted under the auspices of a «transplant, without any reserves and obstacles, [of] the culture and civilization of the Italian Mainland to Sardinia», would result in the loss of the island's residual autonomy and marked the moment when «the language of the "Sardinian nation" lost its value as an instrument with which to ethnically identify a particular people and its culture, to be codified and cherished, and became instead one of the many regional dialects subordinated to the national language». Despite the long-term assimilation policy, the anthem of the Savoyard Kingdom of Sardinia would still be S'hymnu sardu nationale ("the Sardinian National Anthem"), also known as Cunservet Deus su Re ("God save the King"), before it was de facto replaced by the Italian Marcia Reale as well, in 1861. However, even when the island became part of the Kingdom of Italy under Victor Emmanuel II in 1861, Sardinia's distinct culture from the now unified Mainland made it an overall neglected province within the newly proclaimed unitary nation state. During the mobilization for World War I, the Italian Army compelled all people that were "of Sardinian stock" () to enlist as Italian subjects and established the Sassari Infantry Brigade on 1 March 1915 at Tempio Pausania and Sinnai. Unlike the other infantry brigades of Italy, Sassari's conscripts were only Sardinians (including many officers). It is currently the only unit in Italy with an anthem in a language other than Italian: Dimonios ("Devils"), written in 1994 by Luciano Sechi. Its title derives from Rote Teufel (German for "red devils"). However, compulsory military service played a role in language shift. The Sardinian-born philosopher Antonio Gramsci commented on the Sardinian linguistic question while writing a letter to his sister Teresina; Gramsci was aware of the long-term ramifications of language shift, and suggested that Teresa let her son acquire Sardinian with no restriction, because doing otherwise would result in "putting his imagination into a straitjacket" as well as him ending up eventually "learning two jargons, and no language at all". Eventually, under Fascism, Sardinia would be violently forced to align with the Italian national system, by means of cultural assimilation via the combined role of the school and the party system and repression of the local cultural expressions, including Sardinia's mask festivals and improvised poetry competitions, Premessa and a large number of Sardinian surnames were changed to sound more Italian. An argument broke out between the Sardinian poet Antioco Casula (popularly known as Montanaru) and the fascist journalist Gino Anchisi, who stated that «once the region is moribund or dead», which the regime declared to be, «so will the dialect (sic)», which was interpreted as «the region's revealing spiritual element»; in the wake of this debate, Anchisi managed to have Sardinian banned from the printing press, as well. The significance of the Sardinian language as it was posed by Casula, in fact, lent itself to potentially subversive themes, being tied to the practices of cultural resistance of an indigenous ethnic group, whose linguistic repertoire had to be introduced in school to preserve a "Sardinian personality" and regain "a dignity" perceived to have been lost in the process. Another famed poet from the island, Salvatore (Bore) Poddighe, fell into a severe depression and took his own life a few years after his masterwork (Sa Mundana Cummedia) had been seized by Cagliari's police commissioner. When the use of Sardinian in school was banned in 1934 as part of a nation-wide educational plan against the alloglot "dialects", the then Sardinian-speaking children were confronted with another means of communication that was supposed to be their own from then onwards. On a whole, this period saw the most aggressive cultural assimilation effort by the central government, which led to an even further sociolinguistic degradation of Sardinian. While the interior managed to at least partially resist this intrusion at first, everywhere else the regime proceeded to thoroughly supplant the local cultural models with new ones foreign to the community and compress the former into a matter of folklore, marking a severance from the island's heritage that engendered, according to Guido Melis, «an identity crisis with worrying social repercussions», as well as «a rift that could no longer be healed through the generations». However, the Sardinian Anthem of the Savoyard Kingdom was a chance to use a regional language without penalty: as a royal tradition, it could not be forbidden. Present situation After World War II, awareness around the Sardinian language and the danger of its slipping away did not seem to concern the Sardinian elites and entered the political spaces later than in other European peripheries marked by the presence of local ethno-linguistic minorities; Sardinian was in fact dismissed by the middle class, as both the Sardinian language and culture were still being held responsible for the island's underdevelopment. The Sardinian ruling class, drawn to the Italian modernisation stance on Sardinia's desirable path to social "development", believed in fact that the latter had been held back by the islanders' "traditional practices", and that social and cultural progress could only be brought about through their rejection.«Le argomentazioni sono sempre le stesse, e sostanzialmente possono essere riassunte con il legame a loro avviso naturale tra la lingua sarda, intesa come la lingua delle società tradizionali, e la lingua italiana, connessa ai cosiddetti processi di modernizzazione. Essi hanno interiorizzato l'idea, molto rozza e intellettualmente grossolana, che essere italofoni è essere "moderni". La differenza tra modernità e tradizione è ai loro occhi di sostanza, si tratta di due tipi di società opposti per natura, in cui non-esiste continuità di pratiche, di attori, né esistono forme miste.» As the language bore an increasing amount of stigmatisation and came to be perceived as an undesirable identity marker, the Sardinians have been encouraged to part with it by way of linguistic assimilation. At the time of drafting of the statute in 1948, the national legislator in Rome eventually decided to specify the "Sardinian specialty" as a criterion for political autonomy uniquely on the grounds of local socio-economic issues; further considerations were discarded which were centred on the ascertainment of a distinct cultural, historical and geographical identity, although they had been hitherto the primary local justifications arguing for home rule,Pintore, Gianfranco (1996). La sovrana e la cameriera: La Sardegna tra sovranità e dipendenza. Nuoro: Insula, 13Salvi, Sergio (1974). Le lingue tagliate, Rizzoli, p. 193 as they were looked down upon as a potential prelude to more autonomist or even more radical separatist claims; this view would be exemplified by a report of the Italian Parliamentary Commission of Inquiry into Banditry, which warned against a looming threat posed by "isolationist tendencies injurious to the development of Sardinian society and recently manifesting themselves in the proposal to regard Sardinian as the language of an ethnic minority". Eventually, the special statute of 1948 settled instead to concentrate on the arrangement of state-funded plans (baptised with the Italian name of ) for the heavy industrial development of the island. Therefore, far from generating a Statute grounded on the acknowledgment of a particular cultural identity like, for example, in the Aosta Valley and South Tyrol, what ended up resulting in Sardinia was, in the words of Mariarosa Cardia, an outcome «solely based on economic considerations, because there was not either the will or the ability to devise a strong and culturally motivated autonomy, a "Sardinian specificity" that was not defined in terms of social backwardness and economic deprivation». Emilio Lussu, who admitted that he had only voted in favour of the final draft «to prevent the Statute from being rejected altogether by a single vote, even in such a reduced form», was the only member, at the session of 30 December 1946, to call in vain for the mandatory teaching of the Sardinian language, arguing that it was «a millenary heritage that must be preserved». In the meantime, the emphasis on Italian continued, with historical sites and ordinary objects being henceforth popularised in Italian for mass consumption (e.g. the various kinds of "traditional" cheese, instead of , instead of , instead of / , etc.). The Ministry of Public Education once requested that the teachers willing to teach Sardinian be put under surveillance."E in tempi a noi più vicini, con una nota riservata del Ministero della Pubblica Istruzione – regnante Malfatti – del 13-2-1976 si sollecitano Presidi e Direttori Didattici a controllare eventuali attività didattiche- culturali riguardanti l’introduzione della lingua sarda nelle scuole. Una precedente nota riservata dello stesso anno del 23-1 della Presidenza del Consiglio dei Ministri aveva addirittura invitato i capi d’Istituto a schedare gli insegnanti." The rejection of the indigenous language and culture, along with a rigid model of Italian-language education which induced a denigration of Sardinian through corporal punishment and shaming,«The State's purpose to dismiss the ethnic language was particularly evident at school in the teachers' negative attitudes; they formally and informally objected to the students' use of their local idiom at school. The children's negative experience at school, where their language and culture were stigmatized as inferior, alienated them from school, and induced the families to teach Italian to their offspring in order for them to avoid discrimination and even harassment.» has led to poor schooling for the Sardinians.Mongili, Alessandro (2013). Introduction to Corongiu, Giuseppe, Il sardo: una lingua normale, Condaghes, 2013 Early school leaving and high school failure rates in Sardinia prompted a debate in the early Nineties on the efficaciousness of strictly monolingual education, with proposals for a focus on a comparative approach. Claims for an autonomous solution to the Sardinian economic, social and cultural problems, which the 1948 Statute proved unable to resolve, came to the fore once again in the Sixties, with campaigns, often expressed in the form of political demands by Sardinian nationalists, to give Sardinian equal status with Italian as a means to promote cultural identity. Antonio Simon Mossa had drawn from his past experiences across the world, including the newly independent country of Algeria, that Sardinians were one of the many ethnic and national minorities facing the danger of cultural assimilation, and his fervor reverberated across the Sardinian society, pushing even some non-nationalist groups to take an interest in matters relating to minorities. Although a law was passed as early as 1955 for the establishment of five professorships of Sardinian linguistics, one of the first demands for bilingualism was in fact formulated in a resolution adopted by the University of Cagliari in 1971, calling upon the national and regional authorities to recognize the Sardinians as an ethnic and linguistic minority and Sardinian as the islanders' co-official language.«The University of Cagliari passed a resolution demanding from regional and state authorities the recognition of the Sardinians as an ethnic and linguistic minority and of Sardinian as their national language.» Istanza del Prof. A. Sanna sulla pronuncia della Facoltà di Lettere in relazione alla difesa del patrimonio etnico-linguistico sardo. Il prof.Antonio Sanna fa a questo proposito una dichiarazione: «Gli indifferenti problemi della scuola, sempre affrontati in Sardegna in torma empirica, appaiono oggi assai particolari e non risolvibili in un generico quadro nazionale; il tatto stesso che la scuola sia diventata scuola di massa comporta il rifiuto di una didattica inadeguata, in quanto basata sull'apprendimento concettuale attraverso una lingua, per molti aspetti estranea al tessuto culturale sardo. Poiché esiste un popolo sardo con una propria lingua dai caratteri diversi e distinti dall'italiano, ne discende che la lingua ufficiale dello Stato, risulta in effetti una lingua straniera, per di più insegnata con metodi didatticamente errati, che non tengono in alcun conto la lingua materna dei Sardi: e ciò con grave pregiudizio per un'efficace trasmissione della cultura sarda, considerata come sub-cultura. Va dunque respinto il tentativo di considerare come unica soluzione valida per questi problemi una forzata e artificiale forma di acculturazione dall'esterno, la quale ha dimostrato (e continua a dimostrare tutti) suoi gravi limiti, in quanto incapace di risolvere i problemi dell'isola. È perciò necessario promuovere dall'interno i valori autentici della cultura isolana, primo fra tutti quello dell'autonomia, e "provocare un salto di qualità senza un'acculturazione di tipo colonialistico, e il superamento cosciente del dislivello di cultura" (Lilliu). La Facoltà di Lettere e Filosofia dell'Università di Cagliari, coerentemente con queste premesse con l'istituzione di una Scuola Superiore di Studi Sardi, è pertanto invitata ad assumere l'iniziativa di proporre alle autorità politiche della Regione Autonoma e dello Stato il riconoscimento della condizione di minoranza etnico-linguistica per la Sardegna e della lingua sarda come lingua <<nazionale>> della minoranza. È di conseguenza opportuno che si predispongano tutti i provvedimenti a livello scolastico per la difesa e conservazione dei valori tradizionali della lingua e della cultura sarda e, in questo contesto, di tutti i dialetti e le tradizioni culturali presenti in Sardegna (ci si intende riferire al Gallurese, al Sassarese, all'Algherese e al Ligure-Carlofortino). In ogni caso tali provvedimenti dovranno comprendere necessariamente, ai livelli minimi dell'istruzione, la partenza dell'insegnamento del sardo e dei vari dialetti parlati in Sardegna, l'insegnamento nella scuola dell'obbligo riservato ai Sardi o coloro che dimostrino un'adeguata conoscenza del sardo, o tutti quegli altri provvedimenti atti a garantire la conservazione dei valori tradizionali della cultura sarda. È bene osservare come, nel quadro della diffusa tendenza a livello internazionale per la difesa delle lingue delle minoranze minacciate, provvedimenti simili a quelli proposti sono presi in Svizzera per la minoranza ladina fin dal 1938 (48000 persone), in Inghilterra per il Galles, in Italia per le minoranze valdostana, slovena e ultimamente ladina (15000 persone), oltre che per quella tedesca; a proposito di queste ultime e specificamente in relazione al nuovo ordinamento scolastico alto-atesino. Il presidente del Consiglio on. Colombo, nel raccomandare ala Camera le modifiche da apportare allo Statuto della Regione Trentino-Alto Adige (il cosiddetto "pacchetto"), <<modifiche che non-escono dal concetto di autonomia indicato dalla Costituzione>>, ha ritenuto di dover sottolineare l'opportunità "che i giovani siano istruiti nella propria lingua materna da insegnanti appartenenti allo stesso gruppo linguistico"; egli inoltre aggiungeva che "solo eliminando ogni motivo di rivendicazione si crea il necessario presupposto per consentire alla scuola di svolgere la sua funzione fondamentale in un clima propizio per la migliore formazione degli allievi". Queste chiare parole del presidente del Consiglio ci consentono di credere che non-si voglia compiere una discriminazione nei confronti della minoranza sarda, ma anche per essa valga il principio enunciato dall'opportunità dell'insegnamento della lingua materna ad opera di insegnanti appartenenti allo stesso gruppo linguistico, onde consentire alla scuola di svolgere anche in Sardegna la sua funzione fondamentale in un clima propizio alla migliore formazione per gli allievi. Si chiarisce che tutto ciò non è sciovinismo né rinuncia a una cultura irrinunciabile, ma una civile e motivata iniziativa per realizzare in Sardegna una vera scuola, una vera rinascita, "in un rapporto di competizione culturale con lo stato (...) che arricchisce la Nazione" (Lilliu)». Il Consiglio unanime approva le istanze proposte dal prof. Sanna e invita le competenti autorità politiche a promuovere tutte le iniziative necessarie, sul piano sia scolastico che politico-economico, a sviluppare coerentemente tali principi, nel contempo acquisendo dati atti a mettere in luce il suesposto stato. Cagliari, 19 Febbraio 1971. At a time when the Italian "modernisation plans" in Sardinia were in full swing, the Italian government was apprehensive about this deliberation by the University of Cagliari as providing the timber for further ethnic unrest in the state's peripheries. Sergio Salvi's description of the Sardinians as a "forbidden nation" in Italy further contributed to the linguistic question gaining more notoriety at the national level. A first legal draft concerning Sardinian as a language to be legally put on an equal position with Italian was developed by the Sardinian Action Party in 1975. Critical acclaim in Sardinian cultural circles followed the patriotic poem No sias isciau ("Don't be a slave") by Raimondo () Piras some months before his death in 1977, urging bilingual education to reverse the ongoing trend of cultural De-Sardization. Indeed, during the late 70s reports were released that Sardinian was on course of being abandoned in favour of Italian in the towns and among the younger generation. By then, a significant shift to Italian had been noted in rural Sardinia not only in the Campidanese plain, but even in some inner areas that had been previously considered Sardinian-speaking bastions, manifesting a parallel shift of the values upon which the ethnic and cultural identity of the Sardinians was traditionally grounded.Gavino Pau, in an article published on La Nuova Sardegna (18 aprile 1978, Una lingua defunta da studiare a scuola), claimed that "per tutti l'italiano era un'altra lingua nella quale traducevamo i nostri pensieri che, irrefrenabili, sgorgavano in sardo" and went on to conclude that for the Sardinian language "abbiamo vissuto, per essa abbiamo sofferto, per essa viviamo e vivremo. Il giorno che essa morrà, moriremo anche noi come sardi." (cit. in ) From then onwards, the use of Sardinian would continue to recede because of the strongly negative view the Sardinian community developed toward it, assuming a self-belittling attitude which has been described as the emergence of a "minority complex" fairly typical of linguistic minorities. However, by the Eighties the language had become a point of ethnic pride: it also became a tool through which long held grievances towards the central government's failure at delivering better economic and social conditions could be channeled. A contradicting tendency has been noted by observing that, while Sardinian is held in a much more positive light than before, its actual use has notably decreased and keeps doing so. A law by popular initiative for Sardinian-Italian bilingualism garnered considerable success as it kept gathering thousands of signatures, but was promptly blocked by the Italian Communist Party and thus never implemented. The same Italian Communist Party would later propose, however, another bill of its own initiative "for the protection of the language and culture of the Sardinian people" in 1980. In the end, following tensions and claims of the Sardinian nationalist movement for concrete cultural and political autonomy, including the recognition of the Sardinians as an ethnic and linguistic minority, three separate bills were eventually presented to the Regional Council in the Eighties. In 1981, the Regional Council debated and voted for the introduction of bilingualism in Sardinia for the first time. As pressure by a resolution of the Council of Europe continued to bear on Italian policy-makers for the protection of minorities, a Commission was appointed in 1982 to investigate the issue; the following year, a bill was presented to the Italian Parliament, but without success. One of the first laws approved by the Sardinian legislator with respect to the protection and promotion of the Sardinian language and culture was soon rejected by the Constitutional Court in 1994, which deemed it "exorbitant in a multitude of ways with regard to the supplementary and implementing powers enjoyed by the Region in matters of education"; it was not until 1997 that Sardinian was finally recognized by the regional law (n. 26 of 15 October 1997 "Promotion and enhancement of the culture and language of Sardinia") without there being any recourse from the Italian central government; this law too, however, would prove to be more focused on the traditions and history of the Sardinian people than the language in itself. A survey conducted by MAKNO in 1984 showed that three-fourths of the Sardinians had a positive attitude towards bilingual education (22% of the interviewees, especially in the Province of Nuoro and Oristano, wanted Sardinian to be compulsory in Sardinian schools, while 54.7% would prefer to see teaching in Sardinian as optional) and official bilingualism like in the Aosta Valley and South Tyrol (62.7% of the population were in favour, 25.9% said no and 11.4% were unsure). Such consensus remains relatively stable to this day; another survey, conducted in 2008, reported that more than half of the interviewees, 57.3%, were in favour of the introduction of Sardinian into schools alongside Italian. More research carried out in 2010 confirmed warm reception among the students' parents to introducing Sardinian at school, even though skepticism circulated around having it taught as the vehicular language of education. In the 1990s, there had been a resurgence of Sardinian-language music, ranging from the more traditional genres (, , etc.) to rock (, , , etc.) and even hip hop and rap (Dr. Drer e CRC Posse, Quilo, , Malam, , Menhir, Stranos Elementos, Malos Cantores, Randagiu Sardu, Futta etc.), and with artists who used the language as a means to promote the island and address its long-standing issues and the new challenges.Storia della lingua sarda, vol. 3, a cura di Giorgia Ingrassia e Eduardo Blasco Ferrer, CUEC, pp. 227–230 A few films (like Su Re, Bellas Mariposas, Treulababbu, Sonetaula etc.) have also been dubbed in Sardinian, and some others were provided with subtitles in the language. The first scientific work in Sardinian (), delving into the question of modern energy supplies, was written by Paolo Giuseppe Mura, Physics Professor at the University of Cagliari, in 1995. Eventually, sustained activism made possible the ratification by Italy of the European Framework Convention for the Protection of National Minorities in 1998, which would be followed in 1999 by the formal recognition of twelve minority languages (Sardinian, Albanian, Catalan, German, Greek, Slovenian, Croatian, French, Franco-Provençal, Friulian, Ladin and Occitan) through the framework law no. 482, in keeping with the spirit of Art. 6 of the Italian Constitution ("The Republic safeguards linguistic minorities by means of appropriate measures"). While the first section of said law states that Italian is the official language of the Republic, a number of provisions are included to normalize the use of such languages and let them become part of the national fabric. However, Italy (along with France and Malta) has never ratified the European Charter for Regional or Minority Languages. Nevertheless, the law proved to be a positive step towards the legalization of Sardinian as it put at least an end to the ban on the language which had been in effect since the Italian Unification, and was deemed as a starting point, albeit timid, to pursue a more decentralized school curriculum for the island. Still, some national school books (education has never fallen under the region's remits and is managed by the state at the central level) have not stopped to squeeze the language into the Italian acceptation of dialetto ("Italian dialect") in spite of its actual recognition by the state. Sardinian is yet to be taught at school, with the exception of a few experimental occasions; Mauro Maxia noticed a lack of interest on the part of school managers, some request for Sardinian language classes notwithstanding. Furthermore, its use has not ceased to be disincentivized as antiquated or even indicative of a lack of education,La lingua sarda oggi: bilinguismo, problemi di identità culturale e realtà scolastica, Maurizio Virdis (Università di Cagliari) leading many locals to associate it with negative feelings of shame, backwardness, and provincialism. Similar issues of identity have been observed in regard to the community's attitude toward what they positively perceive to be part of "modernity", generally associated with the Italian cultural sphere, as opposed to the Sardinian one, whose aspects have long been stigmatized as "primitive" and "barbarous" by the political and social institutions that ruled the island.«Centuries of foreign domination have accustomed Sardinians to the authority's negative attitude towards their language and culture, and to the necessity of the use of a foreign language for formal affairs and in formal writing. It also triggered a negative attitude on the part of the Sardinians, if not a pervasive sense of inferiority of the Sardinian ethnic and cultural identity. The effects of the public institutions' rejection of the local culture and idiom had a particularly strong impact on the Sardinian population after the unification of Italy, and especially with the institution of the national school system.» A number of other factors like a considerable immigration flow from mainland Italy, the interior rural exodus to urban areas, where Sardinian is spoken by a much lower percentage of the population, and the use of Italian as a prerequisite for jobs and social advancement actually hinder any policy set up to promote the language. Therefore, following the model proposed by a UNESCO panel of experts in 2003, Sardinian is classified by UNESCO as a "definitely endangered" language ("children no longer learn the language as mother tongue in the home"), on the way to become "severely endangered" ("the language is used mostly by the grandparental generation and up"). Language use is far from stable; following the Expanded GIDS (Expanded Graded Intergenerational Disruption Scale) model, Sardinian would position between 7 ("Shifting: the child-bearing generation knows the language well enough to use it among themselves but none are transmitting it to their children") and 8a ("Moribund: the only remaining active speakers of the language are members of the grandparent generation"). While an estimated 68 percent of the islanders had in fact a good oral command of Sardinian, language ability among the children has plummeted to less than 13 percent; some linguists, like Mauro Maxia, cite the low number of Sardinian-speaking children (with the notable case of a number of villages where Sardinian has ceased to be spoken altogether since 1993) as indicative of language decline, calling Sardinia a case of "linguistic suicide". The depth of the Sardophone networks' increasing assimilation into Italian is illustrated by the latest ISTAT data published in 2017, which confirm Italian as the language that has largely taken root as the means of socialization within Sardinian families (52.1%), relegating the practice of code-switching to 31.5% and the actual use of languages other than Italian to only 15.6%; outside the social circle of family and friends, the numbers define Italian as by far the most prevalent language (87.2%), as opposed to the usage of Sardinian and other languages which has dropped to 2.8%. Today, most people who use Sardinian as part of day-to-day life reside mainly in the sparsely populated areas in the countryside, like the mountainous region of Barbagia. A bill proposed by the cabinet of the former Italian Prime Minister Mario Monti would have further lowered the protection level of Sardinian, distinguishing between the so-called "national minorities", speaking languages protected by international agreements (German, Slovenian, French) and the "linguistic minorities" whose language is not spoken in any state other than Italy (all the other ethno-linguistic groups, including Sardinian). This bill, which was eventually implemented but later deemed unconstitutional by the Court, triggered a reaction on the island. Students expressed an interest in taking all (or part) of their exit examinations in Sardinian. In response to a 2013 Italian initiative to remove bilingual signs on the island, a group of Sardinians began a virtual campaign on Google Maps to replace Italian place names with the original Sardinian names. After about one month, Google changed the place names back to Italian. After a signature campaign, it has been made possible to change the language setting on Facebook from any language to Sardinian. It is also possible to switch to Sardinian even in Telegram and a number of other programs, like F-Droid, Diaspora, OsmAnd, Notepad++, Swiftkey, Stellarium, Skype, VLC media player for Android and iOS, Linux Mint Debian Edition 2 "Betsy", etc. The DuckDuckGo search engine is available in Sardinian as well. In 2016, the first automatic translation software from Italian to Sardinian was developed. In 2015, all the political parties in the Sardinian regional council reached an agreement concerning a series of amendments to the old 1997 law to be able to introduce the optional teaching of the language in Sardinia's schools. The Unified Text on the Discipline of the Regional linguistic policy was eventually approved on 27 June 2018, with the aim of setting in motion a path towards bilingual administration, contributions to bilingual mass media, publishing, IT schools and websites; it also allowed for the foundation of a Sardinian board (Consulta de su Sardu) with thirty experts that would propose a linguistic standard based on the main historical varieties, and would also have advisory duties towards the Regional body. However, said law has yet to be followed up by the respective implementing decrees, the lack of which prevents it from being legally applicable. Some Sardinian language activists and activist groups have also contested the law itself, considering it a political attack on Sardinian made to try to negate its uniformity and to relegate it to folklore, and also noted how its text contains a few parts that could bring the Italian government to challenge it. In 2021 the Prosecutor of Oristano opened a Sardinian linguistic desk, both to support citizens and to provide advice and translations to magistrates and the police. It has been the first time in Italy in which such a service has been offered to a minority language. Although there is still not an option to teach Sardinian on the island itself, let alone in Italy, some language courses are instead sometimes available in Germany (Universities of Stuttgart, Munich, Tübingen, Mannheim etc.), Spain (University of Girona), Iceland and Czech Republic (Brno university). Shigeaki Sugeta also taught Sardinian to his students of Romance languages at the Waseda University in Tokyo (Japan), and would even release a Sardinian-Japanese dictionary out of it. At present, the Sardinian-speaking community is the least protected one in Italy, despite being the largest minority language group officially recognized by the state. In fact the language, which is receding in all domains of use, is still not given access to any field of public life,«Lo stato italiano che, nel passato e ancora oggi, controlla la maggioranza dei settori della sfera pubblica, è stato responsabile di aver trascurato e anche denigrato la lingua sarda. Attraverso l'istruzione, i media e l'assenza della lingua sarda nella sfera pubblica, la popolazione locale ha assistito alla svalutazione e al disprezzo della sua lingua e della sua cultura.» such as education (Italian–Sardinian bilingualism is still frowned upon, while the local public universities play little, if any, role whatsoever in supporting the language), politics (with the exception of some nationalist groups), justice, administrative authorities and public services, media,«L'utilizzo della lingua sarda nelle scuole è pressoché assente e i vari progetti realmente esistenti non sono dislocati su tutto il territorio regionale in maniera omogenea così come nei mass media, ancor più dopo la bocciatura del Senato della possibilità di inserire anche il sardo nella programmazione regionale nelle zone in cui sono presenti minoranze linguistiche.» and cultural, ecclesiastical, economic and social activities, as well as facilities. In a case presented to the European Commission by the then MEP Renato Soru in 2017, in which he complained of national negligence with regard to the state's own legislation in comparison to other linguistic minorities, the Commission's response pointed out to the Honourable Member that matters of language policy pursued by individual member states do not fall within its competences. According to a 2017 report on the digital language diversity in Europe, Sardinian appears to be particularly vital on social media as part of many people's everyday life for private use, but such vitality does not still translate into a strong and wide availability of Internet media for the language. In 2017, a 60-hour Sardinian language course was introduced for the first time in Sardinia and Italy at the University of Cagliari, although such a course had been already available in other universities abroad. In 2015, the Council of Europe commented on the status of national minorities in Italy, noting the approach of the Italian government towards them with the exception of the German, French and Slovenian languages, where Italy has applied full bilingualism due to international agreements; despite the formal recognition from the Italian state, Italy does not in fact collect any information on the ethnic and linguistic composition of the population, apart from South Tyrol. There is also virtually no print and broadcasting media exposure in politically or numerically weaker minorites like Sardinian. Moreover, the resources allocated to cultural projects like bilingual education, which lacks a consistent approach and offers no guarantee of continuity throughout the years, are largely insufficient to meet "even the most basic expectations". A solution to the Sardinian question being unlikely to be found anytime soon, the language has become highly endangered: even though the endogamy rate among group members seems to be very high, less than 15 per cent of the Sardinian children use the language to communicate with each other. it appears that the late recognition of Sardinian as a minority language on the part of the state, as well as the gradual but pervasive Italianization promoted by the latter's education system, the administration system and the media, followed by the intergenerational language replacement, made it so that the vitality of Sardinian has been heavily compromised. The 1995 Euromosaic project, which conducted a research study on the current situation of the ethno-linguitic minorities across Europe under the auspices of the European Commission, concludes their report on Sardinian as follows: As Matteo Valdes explains, «the island's population sees, day after day, the decline of their original languages. They are complicit in this decline, passing on to their children the language of prestige and power, but at the same time they feel that the loss of local languages is also a loss of themselves, of their history, of their own specific identity or distinctiveness». With cultural assimilation having already occurred,«Bisogna partire dal constatare che il processo di ‘desardizzazione’ culturale ha trovato spunto e continua a trovare alimento nella desardizzazione linguistica, e che l’espropriazione culturale è venuta e viene a rimorchio dell’espropriazione linguistica.» Virdis, Maurizio (2003). La lingua sarda oggi: bilinguismo, problemi di identità culturale e realtà scolastica, cit. in Convegno dalla lingua materna al plurilinguismo, Gorizia, 6. most of the younger generation of islanders, although they do understand some basic Sardinian, is now in fact Italian monolingual and monocultural as they are not able to speak Sardinian anymore, but simply regional Italian (known amongst Italian linguists as or IrS) which in its lowest diastratic forms is, oftentimes derisively, nicknamed italiànu porcheddìnu (literally "swinish Italian") by native Sardinian speakers. By contrast, it has been noted how the latter engage only in code-switching and usually take care in refraining from code-mixing between the two different languages. Negative attitudes among native speakers have been observed towards second-language learners for speaking "poor Sardinian", an attitude considered to be ethnically grounded on the interaction of in-group and out-group dynamics. In conclusion, the Sardinian language, while still being described as "viable" in 2003, continues to be adversely affected by pervasive and all-encompassing Italianization through language shift, and is thus nowadays moribund, albeit its replacement continues at a slower pace than before thanks to the commitment of those who, in various contexts, promote its revaluation in a process that has been defined by some scholars as "linguistic re-Sardization". Still, arrangements for bilingualism exist only on paper and factors such as the intergenerational transmission, which remain essential in the reproduction of the ethnolinguistic group, are severely compromised because of Italianization; many young speakers, who have been raised in Italian rather than Sardinian, have a command of their ethnic language which does not extend beyond a few stereotyped formulas, and even today's cohort of older Sardinian speakers is unable to carry on an entire conversation in Sardinian as their knowledge of it gets increasingly fragmented. As of now, Sardinian seems to be viewed by the islanders as an instrument for the reappropriation of their past, rather than for its use as a means of communication for the present and future. As the long-term future of the language looks far from secure in the present circumstances, it is possible that it shall be referred to as constituting the substratum of the one prevailing now, Italian, rather than as a living language spoken by the islanders.«il sardo continua ad agire anche nelle menti dei sardi che il sardo non lo conoscono né lo parlano, che non l'hanno mai appreso e imparato; il sardo agisce se non altro nelle strutture linguistiche d'ogni livello dell'italiano regionale di Sardegna, che è il codice usato dai più (agisce nella fonetica, nella sintassi e in ampi settori del lessico)...» Virdis, Maurizio (2003). La lingua sarda oggi: bilinguismo, problemi di identità culturale e realtà scolastica, cit. in Convegno dalla lingua materna al plurilinguismo, Gorizia, 6. Phonology Grammar Some distinctive features typical of Sardinian include: Nouns The plural marker is -s (from the Latin accusative plural), as in Western Romance languages like French, Occitan, Catalan, Spanish, Portuguese and Galician: sardu, sardus "Sardinian"; pudda, puddas "hen"; margiane, margianes "fox". In Italo-Dalmatian languages like Italian, or Eastern Romance languages like Romanian, the plural ends with -i, -e or -a. The definite article derives from the Latin ipse: su, sa, plural sos, sas (Logudorese) and is (Campidanese). At present, such articles are only common in Balearic Catalan and were once used in Gascon as well, whilst all the other Romance languages make use of forms derived from ille. Verbs Sardinian verbs are divided into three main classes, each distinguished by a different infinitive ending (-are, -ere, or -ire). The conjugations of regular verbs in the standard language are as follows: Syntax Distinctive syntax features include: A common occurrence of a left-dislocated construction: cussa cantone apo cantadu ("That song I have sung": that is, "I've sung that song"). In yes/no questions, fronting of a constituent (especially a predicative element) is required, though it is not specifically a question-formation process: Cumprendiu m'as? ("Understood me you have", that is, "Have you understood me?"), Mandicatu at? ("Eaten he/she has", that is "Has he/she eaten?"), Fattu l'at ("Done he/she has", that is "He/She's done it"), etc. Interrogative phrases might be constructed like echo questions, with the interrogative marker remaining in underlying position: Sunt lòmpios cando? ("They arrived when?", that is, "when did they arrive?"), Juanne at pigadu olìas cun chie? ("John has picked olives with whom?"), etc. Impersonal sentence constructions are commonly used to replace the passive voice, which is limited to the formal register: A Juanni ddu ant mortu rather than Juanni est istadu mortu. The use of non de + noun: non de abba, abbardente est ("not of water brandy it+is": that is, "It is not water, but brandy."); non de frades, parent inimigos ("Not of brothers, they seem enemies": that is, "Far from being brothers, they are like enemies"). The use of ca (from quia) or chi as subordinate conjunctions: Ja nau ti l'apo ca est issa sa mere ("Already told I have you that is she the boss", that is "I've already told you that it's her the boss"). Existential uses of àer / ài ("to have") and èsser / èssi ("to be"): B'at prus de chentu persones inoghe! ("There is over a hundred people in here!"), Nci funt is pratus in mesa ("There are the plates on the table"). Ite ("What") + adjective + chi: Ite bellu chi ses! ("You are so beautiful!"). Nominal syntagmas without having a head: Cussu ditzionariu de gregu est prus mannu de su de Efis ("That Greek dictionary is bigger than Efisio's"), Cudda machina est prus manna de sa de Juanne ("That car is bigger than John's"). Extraposition of the lexical head: Imprestami su tou de ditzionariu ("Please lend me your dictionary"). Ancu + subjunctive as a way to express a (malevolent) wish on someone: Ancu ti falet unu lampu! ("May you be struck by lightning!"). Prepositional accusative: Apo bidu a Maria ("I've seen Mary"). Insertion of the affirmative particle ja / giai: Ja m'apo corcau ("I did go to bed"). Use of the same particle to express antiphrastic formulas: Jai ses totu istudiatu, tue! ("You're so well educated!", that is, "You are so ignorant and full of yourself!"). Reflexive use of intransitive verbs: Tziu Pascale si nch'est mortu eris sero ("Uncle Pascal passed away yesterday"), Mi nch'apo dormiu pro una parica de oras ("I've slept for a couple of hours"). Use of àer in reflexive sentences: Si at fertu a s'anca traballende ("He/She injured himself/herself while working"). Combination of the perfective and progressive verb aspect: Est istadu traballende totu sa die" ("He/She has been working all day"). Continuous and progressive aspect of the verb, which is meant to indicate an effective situation rather than typical or habitual: Non ti so cumprendende ("I don't understand you"). Relative lack of adverbs: with the exception of some localized words like the Nuorese mescamente ("especially"), as well as some recent loanwords from Italian, all the Sardinian dialects have a number of ways with which to express the meaning conferred to the adverbs by the other Romance languages (e.g. Luchía currit prus a lestru / acoitendi de María, "Lucy runs faster than Mary"). The expression of the deontic modality through a periphrastic form, characterized by the verb "to want" in auxiliary position, a feature also common to Southern Corsican, Sicilian, Moroccan Arabic and Moroccan Berber, in addition to some non-standard varieties of English. (e.g. Su dinare bolet / cheret torradu "money has to be paid back"). The condaghes seem to demonstrate that unlike other Romance languages, Old Sardinian may have had verb-initial word order, with optional topicalization into the beginning of the sentence. While verb-initial word order is also attested in other old Romance languages, such as Old Venetian, Old French, Old Neapolitan, Old Spanish, Old Sicilian and others, it has been argued that Old Sardinian was alone in licensing verb-initial word order (V1) as the generalized word order, while the others had V1 only as a marked alternative. Vocabulary comparison with other Romance languages Varieties Historically, the Sardinians have always been a small-numbered population scattered across isolated cantons, sharing demographic patterns similar to the neighbouring Corsica; as a result, Sardinian developed a broad spectrum of dialects over the time. Starting from Francesco Cetti's description in the 18th century, Sardinian has been presented as a pluricentric language, being traditionally subdivided into two standardized varieties spoken by roughly half of the entire community: the dialects spoken in North-Central Sardinia, centered on the orthography known as Logudorese (su sardu logudoresu), and the dialects spoken in South-Central Sardinia, centered on another orthography called Campidanese (su sardu campidanesu). All the Sardinian dialects differ primarily in phonetics, which does not considerably hamper intelligibility; the view of there being a dialectal boundary rigidly separating the two varieties of High Sardinian has been in fact subjected to more recent research, which shows a fluid linguistic continuum from the northern to the southern ends of the island. The dualist perception of the Sardinian dialects, rather than pointing to an actual isogloss, is in fact the result of a psychological adherence to the way Sardinia was administratively subvidided into a Caput Logudori (Cabu de Susu) and a Caput Calaris (Cabu de Jossu) by the Spanish. On the other hand, the Logudorese and Campidanese dialects have been estimated in another research to have 88% of matches in 110-item wordlist, similarly to the 85–88% number of matches between Provençal Occitan and some Catalan dialects which by some standards is usually (even though arbitrarily) considered characteristic for two different, albeit very closely related, languages. ISO 639 counts four Sardinian languages (Campidanese, Gallurese, Logudorese and Sassarese), each with its own language code. The dialects centered on the Logudorese model are generally considered more conservative, with the Nuorese subdialect (su sardu nugoresu) being the most conservative of all. They have all retained the classical Latin pronunciation of the stop velars (kena versus cena, "supper"), the front middle vowels (compare Campidanese iotacism, probably from Byzantine Greek) and assimilation of close-mid vowels (cane versus cani, "dog" and gattos versus gattus, "cats"). Labio-velars become plain labials (limba versus lingua, "language" and abba versus acua, "water"). I is prosthesized before consonant clusters beginning in s (iscala versus Campidanese scala, "stairway" and iscola versus scola, "school"). An east-west strip of villages in central Sardinia, mainly in the central part of the Province of Oristano, and central part of the Province of Nuoro, speaks a transitional group of dialects (su sardu de mesania). Examples include is limbas (the languages) and is abbas (the waters). The dialects centered on the Campidanese model, spreading from Cagliari (once the metropolis of the Roman province), show relatively more influences from Carthage, Rome, Constantinople and Late Latin. Examples include is fruminis (the rivers) and is domus (the houses). Sardinian is the indigenous and historical language of most Sardinian communities. However, Sardinian is not spoken as the native and primary language in a significant number of other ones, amounting to 20% of the Sardinian population; Sassari, the second-largest city on Sardinia and the main center of the northern half of the island, is amongst the latter. The aforementioned Gallurese and Sassarese, despite being often colloquially considered part of Sardinian, are two Corso-Sardinian transitional languages; they are spoken in the northernmost part of Sardinia, although some Sardinian is also understood by the majority of people living therein (73.6% in Gallura and 67.8% in the Sassarese-speaking subregion). Francesco Cetti, responsible for the dialectal partition of the language in his early dissertation, went on to deem these Northern varieties "foreign" (i.e. not indigenous to Sardinia) and therefore "not national" (i.e. non-Sardinian) in that they would be "an Italian dialect, much more Tuscan in fact than the vast majority of Italy's dialects themselves". There are also two language islands, the Catalan Algherese-speaking community from the inner city of Alghero (northwest Sardinia) and the Ligurian-speaking towns of Carloforte, in San Pietro Island, and Calasetta in Sant'Antioco island (south-west Sardinia). Sample of text Standardization Until 2001, there was not a unifying orthographic standard available for all the dialects of Sardinian, neither in the literary nor in the oral domain (one designed for the latter does not exist to this day). After the Middle Ages, where a certain orthographic uniformity can be observed, the only steps to provide the language with a single standard, called "illustrious Sardinian", were undertaken by such writers as Hieronimu Araolla, Ioan Mattheu Garipa and Matteo Madau, who had based their works on the model of medieval Sardinian. However, attempts to formalise and spread this orthography would be hindered by the Iberian and later Savoyard authorities. The dialectally fragmented nature of the language is such that it is popularly contended that Sardinian is divided into two or more groups, which have provided themselves with a series of traditional orthographies already, albeit with many changes over the time. While this belief is not grounded on linguistic considerations, it is however motivated by political and social reasons. In addition to the orthographies commonly referred to as "Logudorese" and "Campidanese", the Nuorese orthography, the Arborense one and even those restricted to individual towns were also developed, sometimes finding common ground with some general rules, such as those required by the Ozieri Award. It is often the case, however, that speakers who are not commonly taught the Sardinian language and are thus literate only in Italian, for lack of a bilingual education, transcribe their local spelling following rules pertaining to the latter rather than the former. However, some attempts have been made to introduce a single orthographic form for administrative purposes over the recent decades; said form does not aim to refer to morphology and syntax, which is already fairly homogeneous, but concerns itself primarily with spelling. To allow for an effective implementation of the provisions on the language, as per the regional law no. 26/1997 and the national law no. 482/1999, the Sardinian Autonomous Region arranged for a commission of experts to elaborate a standard capable of overcoming the hurdle posed by the dialectal differences and thereby providing a unified writing system. A first proposal (the LSU: Limba Sarda Unificada, published on 28 February 2001) was tabled, which identified a model language of reference (based on the analysis of local varieties of Sardinian and on the selection of the most representative and compatible models) so as to guarantee the necessary characteristics of certainty, coherence, univocity, and supra-local diffusion. The people appointed for the task were Eduardo Blasco Ferrer, Roberto Bolognesi, Diego Salvatore Corraine, Ignazio Delogu, Antonietta Dettori, Giulio Paulis, Massimo Pittau, Tonino Rubattu, Leonardo Sole, Heinz Jürgen Wolf, and Matteo Porru acting as the Committee's secretary. This study, although scientifically valid, has never been adopted at an institutional level: critics argued that it was an "artificial" system "imposed" on Sardinian speakers. Nevertheless, the LSU would act as a springboard for a subsequent drafting proposal, this time drawn by a new Committee composed of Giulio Angioni, Roberto Bolognesi, Manlio Brigaglia, Michel Contini, Diego Corraine, Giovanni Lupinu, Anna Oppo, Giulio Paulis, Maria Teresa Pinna Catte and Mario Puddu. The new project continued to be worked on, going by the name of LSC (Limba Sarda Comuna). The new experimental standard proposal, published in 2006, was characterised by taking the mesania (transitional) varieties as reference, and welcoming elements of the spoken language so as to be perceived as a more "natural" mediation; it also ensured that the common orthography would be provided with the characteristics of over-dialectality and supra-municipality, while being open to integrating the phonetic peculiarities of the local variants. Despite this, there was some criticism for this norm as well, both by those who proposed amendments to improve it, and by those who preferred to insist with the idea of dividing Sardinian into two macro-variants with their own separate orthographies. The Sardinian Regional Government, with the resolution of the Regional Council n. 16/14 of 18 April 2006 "Limba Sarda Comuna. Adoption of the reference standards of an experimental nature for the written language output of the Regional Administration", has experimentally adopted the LSC as the official orthography for the acts and documents issued by the Region of Sardinia (even if, as per Article 8 of the national Law no. 482/99, only the text written in Italian has legal value), giving citizens the right to write to the Public Administration in their own variety and establishing the regional language desk Ufitziu de sa Limba Sarda. The resolution does not aim to impose the guide and further notes that it is "open to integrations" and that "all solutions are of equal linguistic value". In the following years, the Region has abided by the LSC standard in the translation of many documents and resolutions and in many other areas. In addition, the LSC standard has been adopted on a voluntary basis by many other institutions, schools and media, often in a complementary manner with orthographic norms closer to the local spelling. Regarding these uses, a percentage estimate was made, considering only the projects financed or co-financed by the Region for the diffusion of the Sardinian language in the municipal and supra-municipal language offices, for the teaching in schools and the media from 2007 to 2013. The monitoring, by the Sardinian Language and Culture Service of the Department of Public Education, was published on the website of the Sardinian Autonomous Region in April 2014. Regarding the school projects financed in 2013, for example, it appears that there was a clear preference, in schools, for the use of the LSC orthographic standard together with a local spelling (51%), compared to the exclusive use of the LSC (11%) or the exclusive use of a local spelling (33%). On the other hand, regarding the editorial projects in Sardinian language in the regional media, financed by the Region in 2012, we find a greater presence of the LSC (which could derive from a reward of 2 points in the formation of the rankings to take funding, a reward that was not present in the notice for schools). According to those data, it appears that 35% of textual production in media projects was in LSC, 35% in LSC and in local spellings and 25% in local spellings only. The local language offices, co-financed by the Regional Government, in 2012 used LSC in 50% of their writing, LSC together with local spelling for 9% and local spellings for 41%. A recent research on the use of the LSC orthography in schools, carried out in the municipality of Orosei, showed that the students of the local middle school had no problem using that standard despite the fact that the Sardinian they spoke was partly different. No pupil rejected it or considered it "artificial", a thing that proved its validity as a didactic tool. The results were first presented in 2016 and published in an article in 2021. See also Help:IPA/Sardinian Paleo-Sardinian language Southern Romance Traditional writing forms of Sardinian: Logudorese, Campidanese Non-Sardinian dialects spoken on Sardinia: Sassarese, Gallurese, Algherese, Tabarchino References Notes Citations Bibliography Argiolas, Mario; Serra, Roberto. 2001. Limba lingua language: lingue locali, standardizzazione e identità in Sardegna nell'era della globalizzazione. Cagliari: CUEC. Baroncelli, Stefania; Caretti, Paolo; Rosini, Monica; Louvin, Roberto. 2017. Regioni a statuto speciale e tutela della lingua: Quale apporto per l’integrazione sociale e politica?. Turin: Giappichelli. Blasco Ferrer, Eduardo. 2002. Linguistica sarda: Storia, metodi, problemi. Cagliari: Condaghes. Blasco Ferrer, Eduardo. 2010. Paleosardo: Le radici linguistiche della Sardegna neolitica. Berlin: De Gruyter. Blasco Ferrer, Eduardo; Koch, Peter; Marzo, Daniela. 2017. Manuale di linguistica sarda. Berlin: De Gruyter. Bolognesi, Roberto. 1998. The phonology of Campidanian Sardinian: A unitary account of a self-organizing structure. Amsterdam: HIL. Bolognesi, Roberto; Heeringa, Wilbert. 2005. Sardegna tra tante lingue: Il contatto linguistico in Sardegna dal Medioevo a oggi. Cagliari: Condaghes. Bolognesi, Roberto. 2013. Le identità linguistiche dei sardi. Cagliari: Condaghes, 2013. Brigaglia, Manlio. 1982. La Sardegna. 1. La geografia, la storia, l'arte e la letteratura. Cagliari: Edizioni Della Torre. Brigaglia, Manlio. 1982. La Sardegna. 2. La cultura popolare, l'economia, l'autonomia. Cagliari: Edizioni Della Torre. Cardia, Amos. 2004. Apedala dimòniu!. Cagliari: I Sardi. Cardia, Amos. 2006. S'italianu in Sardìnnia. Ghilarza: Iskra. Casula, Francesco. 2010. La Lingua sarda e l'insegnamento a scuola. Quartu Sant'Elena: Alfa. Casula, Francesco. 2011–2013. Letterature e civiltà della Sardegna. 2 vols. Dolianova: Grafia del Parteolla. ISBN 978-88-96778-61-6. Contarini, Silvia; Marras, Margherita; Pias, Giuliana. 2012. L'identità sarda del XXI secolo: Tra globale, locale e postcoloniale. Nuoro: Il Maestrale. Contini, Michele. 1987. Etude de géographie phonétique et de phonétique instrumentale du sarde. Alessandria: Edizioni dell'Orso. Corongiu, Giuseppe. 2013. Il sardo: Una lingua «normale»: Manuale per chi non ne sa nulla, non conosce la linguistica e vuole saperne di più o cambiare idea. Cagliari: Condaghes. ISBN 978-88-7356-214-6. OCLC 856863696. Corongiu, Giuseppe. 2020. A dies de oe. Annotos pro una limba sarda tzìvica e cuntemporànea. Cagliari: Condaghes. Farina, Luigi. 1987. Bocabolariu Sardu Nugoresu-Italianu. Sassari: Gallizzi. Hubschmid, Johannes. 1953. Sardische Studien: Das mediterrane Substrat des Sardischen, seine Beziehungen zum Berberischen und Baskischen sowie zum eurafrikanischen und hispano-kaukasischen Substrat der romanischen Sprachen. Bern: Francke. Ingrassia, Giorgia; Blasco Ferrer, Eduardo. 2009. Storia della lingua sarda. Cagliari: CUEC. Jones, Michael Allen. 1988. Sardinian. In Harris, Martin; Vincent, Nigel (eds.), The Romance languages, 314–350. London: Routledge. Jones, Michael Allen. 1993. Sardinian syntax. London: Routledge. Kamps, Bernd Sebastian; Lepori, Antoni. Sardisch für Mollis & Müslis. 1985. Wuppertal: Steinhäuser. Loporcaro, Michele. 2015. Vowel length from Latin to Romance. Oxford University Press. Lepori, Antonio. 1980. Vocabolario moderno sardo-italiano: 8400 vocaboli. Cagliari: CUEC. Lepori, Antonio. 1983. Zibaldone campidanese. Cagliari: Castello. Lepori, Antonio. 1987. Fueddàriu campidanesu de sinònimus e contràrius. Cagliari: Castello. Lepori, Antonio. 1988. Dizionario Italiano-Sardo (Campidanese). Cagliari: Castello. Lepori, Antonio. 2001. Gramàtiga sarda po is campidanesus. Quart Sant'Elena: C.R. Lepori, Antonio. 2005. Stòria lestra de sa literadura sarda. Quartu Sant'Elena: C.R. Mameli, Francesco. 1998. Il logudorese e il gallurese. Vilanova Monteleone: Soter. Marci, Giuseppe. 2005. In presenza di tutte le lingue del mondo: Letterature sarda. Cagliari: CUEC. Marongiu, Maria Antonietta. 2019. Situazione sociolinguistica in Sardegna. In Corsale, Andrea; Sistu, Giovanni (eds.), Sardegna: Geografie di un'isola, 195–214. Milan: Franco Angeli. Maxia, Mauro. 2006. Lingua limba linga: Indagine sull'uso dei codici linguistici in tre comuni della Sardegna settentrionale. Cagliari: Condaghes. Maxia, Mauro. 2010. La situazione sociolinguistica nella Sardegna settentrionale. In Sa Diversidade de sas Limbas in europa, Itàlia, e Sardigna, Atos de sa cunferèntzia regionale de sa limba sarda, Macumere, 28–30 Santandria 2008. Casteddu: Regione Autònoma de Sardigna. Mensching, Guido. 1992. Einführung in die sardische Sprache. Bonn: Romanistischer Verlag. Mensching, Guido; Remberger, Eva-Maria. 2016. Sardinian. In Ledgeway, Adam & Maiden, Martin (eds.), The Oxford guide to the Romance languages, 270–291. Oxford University Press. Mercurio, Giuseppe. 1997. S'Allega Baroniesa. La parlata Sardo-Baroniese: Fonetica, morfologia, sintassi. Milan: Ghedini. Mongili, Alessandro. 2015. Topologie postcoloniali: Innovazione e modernizzazione in Sardegna. Cagliari: Condaghes. Mura, Riccardo; Virdis, Maurizio. 2015. Caratteri e strutture fonetiche, fonologiche e prosodiche della lingua sarda. Cagliari: Condaghes. Paulis, Giulio. 1987. I nomi di luogo della Sardegna. Sassari: Carlo Delfino. Paulis, Giulio. 1992. I nomi popolari delle piante in Sardegna: Etimologia, storia, tradizioni. Sassari: Delfino. Pili, Marcello. 2004. Novelle lanuseine: poesie, storia, lingua, economia della Sardegna. Ariccia: Legatoria del Sud. Pira, Michelangelo. 1984. Sardegna tra due lingue. Cagliari: Della Torre. Pittau, Massimo. 1972. Grammatica del sardo-nuorese: Il più conservativo dei parlari neolatini. Bologna: Pàtron. Pittau, Massimo. 1991. Grammatica della lingua sarda: Varietà logudorese. Sassari: Delfino. Pittau, Massimo. 1997. I nomi di paesi città regioni monti fiumi della Sardegna. Cagliari: Gasperini. Pittau, Massimo. 2001. La lingua sardiana o dei protosardi. Cagliari: Gasperini. Pittau, Massimo. 2000–2003. Dizionario della lingua sarda: fraseologico ed etimologico. 2 vols. Cagliari: Gasperini. Porru, Vincenzo Raimondo. 1811. Saggio di grammatica sul dialetto sardo meridionale. Cagliari: Reale Stamperia. Porru, Vincenzo Raimondo. 1832. Nou dizionariu universali sardu-italianu. Casteddu: Tipografia Arciobispali. Rindler Schjerve, Rosita. 2007. Code-switching nel sardo: Un segno di disintegrazioni o ristrutturazione socio-linguistica?. In Iliesci, Maria; Siller, Heidi; Danler, Paul (eds.), Actes du XXVe Congrès International de Philologie et de Linguistique Romanes 7, 207–215. Berlin: De Gruyter. Rohlfs, Gerhard. 1970. Le gascon: Études de philologie pyrénéenne. 2nd ed. Tübingen: Max Niemeyer. Rubattu, Antonino. 2001–2004. Dizionario universale della lingua di Sardegna. Sassari: Edes. Spano, Giovanni. 1840. Ortografia sarda nazionale ossia grammatica della lingua logudorese paragonata all'italiana dal sacerd. professore Giovanni Spano. Cagliari: Reale Stamperia. Spano, Giovanni. 1851–1852. Vocabolario sardo-italiano e italiano-sardo coll'aggiunta dei proverbi sardi. 2 vols. Cagliari: Tipografia Nazionale. Sugeta, Shigeaki. 2000. Su bocabolariu sinotticu nugoresu-giapponesu-italianu: Sas 1500 paragulas fundamentales de sa limba sarda. Cagliari: Della Torre. Sugeta, Shigeaki. 2010. Cento tratti distintivi del sardo tra le lingue romanze: Una proposta. In Iliescu, Maria; Siller, Heidi; Danler, Paul (eds.), Actes du XXVe Congrès International de Philologie et de Linguistique Romanes 7, 217–227. Berlin: De Gruyter. Tola, Salvatore. 2006. La letteratura in lingua sarda: Testi, autori, vicende. Cagliari: CUEC. Tola, Salvatore. 2006. 50 anni di premi letterari in lingua sarda. Selargius: Domus de Janas. ISBN 88-88569-61-8. OCLC 77504100. Virdis, Maurizio. 2019. La Sardegna e la sua lingua: Studi e saggi. Milano: Franco Angeli. Wagner, Max Leopold. 1941. Historische Lautlehre des Sardinischen. Halle (Saale): Niemayer. Wagner, Max Leopold. 1951. La lingua sarda: Storia, spirito e forma. Berne: Francke. Wagner, Max Leopold. 1960–1964. Dizionario etimologico sardo. 3 vols. Heidelberg: Carl Winter. Wolf, Heinz Jürgen. 1998. Toponomastica barbaricina: I nomi di luogo dei comuni di Fonni, Gavoi, Lodine, Mamoiada, Oliena, Ollolai, Olzai, Orgòsolo, Ovodda. Nuoro: Insula. External links Ditzionàriu in línia de sa limba e de sa cultura sarda - Online Sardinian Dictionary (in Sardinian, Italian and English) CROS – Curretore regionale ortogràficu sardu in lìnia (Sardinian spell checker) Apertium. Automatic translation software from Italian and Catalan to Sardinian. Grammar of Limba Sarda Comuna (standardized form adopted at institutional level) The Sardinian language: Basic phrases & pronunciation, Nativlang An extract in Sardinian from The Little Prince (archived 15 March 2018) List of Sardinian forenames (from it.wiki) Antoninu Rubattu's site. In addition to vocabularies of each Sardinian variety of the language and non-Sardinian languages, the site provides the reader also with some basic grammar guides and etymology dictionaries as well. The World Atlas of Language Structures Online, Sardinian Lessico etimologico sardo SardegnaCultura in sardu – Sardinian version of the official cultural site from the Regional Sardinia administration. Apertium. Automatic translation software from Italian to Sardinian. University of Berlin – Contains many links and other information about the language. Grammar of Nuorese Sardinian – Wikibooks (English-incomplete) Grammar of Nuorese Sardinian – Sardinian Wikipedia (Sardinian-incomplete) Grammar of Nuorese Sardinian – Wikibooks (Italian-complete) Arrègulas: Grammar of Campidanese Sardinian A mailing list for Sardinian-speakers Acadèmia campidanesa de sa lìngua sarda (in Campidanese Sardinian) Memorie in lingua sarda, Sardegna Digital Library Interactive Atlas of Romance Intonation, Sardinian from Ittiri and Sinnai Sardinia Sardinian culture Languages of Sardinia Languages of Europe Languages of Italy Endangered Romance languages
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Martok, son of Urthog is a recurring character in Star Trek: Deep Space Nine, played by actor J. G. Hertzler. Martok is a high-ranking Klingon leader at the Federation-Bajoran space station in the late 2300s. Martok figures prominently in many of the show's long running story arcs, and also is an important relationship for Worf. Concept and production J. G. Hertzler made his first appearance in the franchise in the Star Trek: Deep Space Nine pilot episode, "Emissary", as a Vulcan Captain who is killed when his vessel is destroyed. Following this, he made his first appearance as a Klingon in the video game Star Trek: Klingon, directed by Jonathan Frakes and also starring Robert O'Reilly as Chancellor Gowron. When the producers of Deep Space Nine were casting Martok, Herzler auditioned after initially not considering the role but found himself getting angry during the interview due to a comment from the director which he felt was insulting. However, this response led to him gaining the role, and it was included as a character trait for Martok. It took around three hours each day for the make-up to be applied to Hertzler by David Quashnick, who was the "specialist" who did both Hertzler and O'Reilly's Klingon make-up. Hertzler did not mind the process, but stated that having the prostheses block the sight in his left side could sometimes make filming difficult as he could not see when turning that way. He felt it was important to the character to remind him of the time spent on the Dominion prison world, and turned down the opportunity to have Martok's sight restored when it was suggested by executive producer Ira Steven Behr. In particular, Hertzler felt it gave the same air to Martok as Christopher Plummer's character in Star Trek VI: The Undiscovered Country. In 2020, Hertzler talked about developing the character: "As a stage actor you usually get some weeks to rehearse, if you get lucky, and then you go on. And with Martok, I was able to work on him for four years. Now I am still doing it 25 years later!" In an interview in 2021, with Heavy Hertzler, noted for playing Martok, discussed how it was working with the cast of Deep Space Nine. He found it was intimidating at first, because the regular cast had worked with each other for years, and the Martok character had to "boss people around." However, he found the other actors welcomed him and helped him feel like he belonged. Appearances Background Little backstory is given regarding the early life of Martok, except for a brief history sketched by himself in the Deep Space Nine episode "Once More Unto the Breach". It is known that he was born into a Klingon house (The House of Martok) that was not part of the aristocracy and was raised in the Ket'ha lowlands on the Klingon homeworld of Qo'noS. This area is considered a wasteland by the Klingons. His family had been reputable soldiers and had loyally served the empire for 15 generations, although not as officers. It had long been the wish of his father Urthog to have young Martok become an officer and so he enlisted the aid of officers he had earned the respect of and eventually was able to get one to sponsor his son to the Klingon academy. Believing its approval was a mere formality, the application was submitted to the Oversight Committee but was rejected by one member, Kor, due to the elitist views of the legendary Klingon warrior regarding the honor and prestige of the "great houses". With a rejection on his record from such a legendary officer, Martok could no longer even serve as a common soldier. He opted to serve, regardless, and spent five years as a civilian laborer on General ShiVang's flagship. During his service the General's ship came under surprise attack by the Romulans. They attempted to board the ship at which time Martok took up arms and defended his General, successfully repelling the invasion. His performance and bravery in battle caught the eye of General ShiVang, who granted him a battlefield commission as an officer. Martok earned the rank of Lieutenant after the Battle of Tcha'voth, which earned him a spot as tactical officer aboard the Klingon Cruiser Gothspar, captained by Kultan (ST:DS9 Books: The Left Hand of Destiny). At Martok's introduction to the series, he had attained the rank of General. General Martok Around 2371, Martok was abducted by agents of the Dominion and replaced with a shapeshifter. The exact date of this is unclear. The shapeshifter was successful at beginning the war with the Cardassians but inadvertently revealed himself to Odo (who had been misled into believing that Chancellor Gowron was the shapeshifter) at a Klingon award ceremony, and was quickly killed by the Klingons attending the ceremony. Martok spent two years in a Dominion internment camp, forced to fight Jem'Hadar soldiers daily in hand-to-hand combat for training purposes. Presumably it was during one of these fights that his left eye was gouged out. During his confinement, Martok came to respect the indomitable character and fighting qualities of Worf. In the episode "By Inferno's Light", Martok escapes and returns to the Alpha Quadrant with Elim Garak, Worf and Julian Bashir, and is made commander of the Klingon forces on Deep Space Nine. Weeks after this new assignment, Martok took command of a Klingon Bird-of-Prey, the Rotarran, and made it his personal flagship. Initially, the Rotarran's crew were beaten and fatalistic, a fact that was made worse by Martok's apparent reluctance to engage Jem'Hadar forces on their first mission. Eventually, a confrontation between Martok and Worf helped rally both the crew's warrior spirit as well as Martok's. The mission would conclude with the Rotarran engaging and destroying a Jem'Hadar vessel and rescuing thirty-five crewmen from a disabled Klingon ship. A grateful Martok would later invite Worf (who had earlier been stripped of his family name by Gowron) to join Martok's house. Martok is portrayed as an excellent judge of character, caring deeply about those under his command. This, in turn, earned him great respect among fellow Klingons, since while they have a love for battle and conquest, they also have a very low opinion of those who wantonly throw soldiers into battle with little regard for their safety or well-being. These traits, along with his courage and leadership skills, would serve him well in the Dominion War, during which he fought in several battles, including the battle to retake Deep Space Nine, and the First and Second Battle of Chin'toka. Despite his humble background, or perhaps because of it, Martok would become extremely popular among other Klingon warriors and the civilian population, because he climbed his way up the ranks honorably, though Martok himself repeatedly stated he had no interest in politics. Eventually, he was made Supreme Commander of the Ninth Fleet, a position he initially resented because of the amount of paperwork involved. Like most Klingons, Martok had a disdain for Ferengi, which manifested itself in several refusals to even acknowledge Nog, who at the time was a Starfleet Cadet. It isn't until Nog stands up to Martok and directly challenges him that Martok begins to display a grudging respect for the young Ferengi (episodes "Soldiers of the Empire", "Blaze of Glory"). Shortly before the end of the war ("When It Rains…"), Gowron comes to Deep Space Nine to honor Martok by inducting him into the Order of Kahless, and then announces that he would be taking control of the Klingon forces from Martok because it was time for him to "take a more active role in the war". However, it becomes clear that Gowron is simply worried about Martok getting too powerful politically, and intends to usurp Martok's standing by sending him into battles that he cannot win. Worf tries to convince Martok to challenge Gowron, but he refuses, saying he is a loyal soldier of the Empire and has no desire whatsoever to enter politics, let alone become Chancellor. Worf then kills Gowron himself, and rather than accept the title of Chancellor, gives it to Martok ("Tacking into the Wind"). Chancellor Martok When the Dominion forces suddenly withdrew into Cardassian territory, the Allies realized that they were withdrawing in order to gain time to recover from their battle wounds, so that they could come back stronger a few years later. Martok believed that the Empire should attack right away, and convinced the Federation and Romulans to attack as well. Martok, leading the Klingon fleet; Admiral Ross and Captain Sisko, leading the Federation fleet; and the Romulans attacked and defeated the Dominion on the Cardassian homeworld. Despite the refusal of Admiral Ross and Captain Sisko to drink bloodwine with Martok in the halls of Cardassian Central Command, something most Klingons would consider a grave insult, the Federation and Klingons remain allies. Martok is happy to receive Lt. Commander Worf as the Federation Ambassador to Qo'noS. He comments that he now has an Ambassador that he can go targ hunting with and that, for this reason, "perhaps being Chancellor won't be so bad after all". Shortly after the end of the war, Martok and Worf leave DS9 for Qo'noS ("What You Leave Behind"). Personal life Martok is the son of Urthog, and is an only child, who grew up in the Ketha province on Qo'noS. Martok is married to Sirella, a noble woman. They have one son, Drex ("You Are Cordially Invited", "The Way of the Warrior") Martok views marriage as another form of combat, albeit one disguised and more subtle than most ("The Changing Face of Evil"). After Worf joined Martok's house, Worf's son Alexander would be inducted into the house as well, as would Jadzia Dax upon her marriage Worf (the marriage was initially opposed by Sirella). After Jadzia's death, Martok would come to regard Dax's new host Ezri as a worthy successor to Jadzia and would consider her part of his house as well. Martok's first appearances on Star Trek: Deep Space Nine (in "The Way of the Warrior, Parts I and II" and "Apocalypse Rising") were actually the Changeling infiltrator posing as Martok. The real Martok did not appear onscreen until "In Purgatory's Shadow". The Mirror Universe version of Martok has only appeared in the novels. Unlike the regular Martok, who is an honorable and caring commander, the MU version is foul-mouthed, slovenly and cruel. He is eventually killed by the mirror counterpart of Klag, who assumes Martok's role as Regent of the Klingon-Cardassian Alliance. Season 4 The Way of the Warrior, Parts I and II this is a Changeling, impersonating Martok Season 5 Apocalypse Rising this is a Changeling, impersonating Martok In Purgatory's Shadow first appearance of the "real" Martok By Inferno's Light Soldiers of the Empire Blaze of Glory Call to Arms Season 6 A Time to Stand Sons and Daughters Favor the Bold Sacrifice of Angels You Are Cordially Invited Far Beyond the Stars Tears of the Prophets Season 7 Image in the Sand Shadows and Symbols Treachery, Faith, and the Great River Once More Unto the Breach The Emperor's New Cloak Strange Bedfellows The Changing Face of Evil When It Rains… Tacking into the Wind The Dogs of War What You Leave Behind, Parts I and II Reception and analysis In 2015, SyFy rated Martok among the top 21 most interesting supporting characters of Star Trek, and in 2019, SyFy rated Martok as the #1 greatest and "most Klingon-y" Klingon of the Star Trek franchise. Tara Bennett called him "legendary." In 2016, ScreenRant ranked the character Martok as the 12th best Star Trek character overall, in between Worf (#13) and Sarek (#11). They describe Martok as a "Klingon's Klingon", but instead of being obsessed with battle he appears as "battle-worn, flinty, and grateful to be alive", while Victor Grech highlights the instances where Martok embraces warfare. In 2018, CBR ranked this character 10th best recurring character of all Star Trek. Producer Ira Steven Behr's impression from "The Way of the Warrior" was "Gee, this guy Martok is great", and he decided to make him a recurring character. He described Martok as "a great Klingon. Very charismatic and fun." Uwe Meyer characterizes Martok as an upright person of integrity, who in this regard stands in direct contrast and conflict to his predecessor, the erratic and self-serving Gowron. Martok is committed to family loyalty and follows a code of honour that is especially visible in times of war. Douglas Mann calls it "the Homeric code of the Klingon warrior" and compares it to that of ancient Sparta and the warriors of Mycenean culture as depicted in the Illiad. Meyer sees elements of the Cold War reflected in the Star Trek franchise, with the Federation representing the West and the Klingon Empire the USSR and Russia. In this context, Martok represents a Klingon character who is not explicitly Westernized like Worf, but still pays hommage to the liberal values of the West to a significant degree. This characterization - bar the political connotations - is supported by a discussion documented by Karl Spracklen: Martok has been exposed to human culture enough to laugh off the refusal of his Federation allies to celebrate a victory the Klingon way with him, where another Klingon might have been offended. Martok's chancellorship is compared by Meyer to the position of Mikhail Gorbachev in the USSR, as a representative of the ruling elite who recognizes the shortcomings and divisions of his society and strives for reform. In this role Martok is also similar to the character of Azetbur from Star Trek VI: The Undiscovered Country. She was denied significant success as a lone reformer. Whether Martok can fulfill the hopes invested in him is an open question at the end of his arc. Uwe Meyer also states that Martok conforms to the stereotype of the simple, honest soldier, who is not well-versed in the intrigues associated with a negatively connoted political class, and is more like a politician should be because of it. That he was often victorious in battle is presented as adding to his aptitude, comparable to a number of former military officers who have achieved the U.S. presidency. References External links Martok at StarTrek.com Television characters introduced in 1995 Fictional chancellors Fictional characters missing an eye Fictional generals Fictional military strategists Klingons Star Trek: Deep Space Nine characters
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The Saarland ( , , ; ) is a state of Germany in the west of the country. With an area of and population of 995,600 in 2015, it is the smallest German state in area apart from the city-states of Berlin, Bremen, and Hamburg, and the smallest in population apart from Bremen. Saarbrücken is the state capital and largest city; other cities include Neunkirchen and Saarlouis. Saarland is mainly surrounded by the department of Moselle (Grand Est) in France to the west and south and the neighboring state of Rhineland-Palatinate in Germany to the north and east; it also shares a small border about long with the canton of Remich in Luxembourg to the northwest. Saarland was established in 1920 after World War I as the Territory of the Saar Basin, occupied and governed by France under a League of Nations mandate. The heavily industrialized region was economically valuable, due to the wealth of its coal deposits and location on the border between France and Germany. Saarland was returned to Nazi Germany in the 1935 Saar status referendum. Following World War II, the French military administration in Allied-occupied Germany organized the territory as the Saar Protectorate on 16 February 1946. After the 1955 Saar Statute referendum, it joined the Federal Republic of Germany as a state on 1 January 1957. Saarland used its own currency, the Saar franc, and postage stamps issued specially for the territory until 1959. History Before World War I The region of the Saarland was settled by the Celtic tribes of Treveri and Mediomatrici. The most impressive relic of their time is the remains of a fortress of refuge at Otzenhausen in the north of the Saarland. In the 1st century BC, the Roman Empire made the region part of its province of Belgica. The Celtic population mixed with the Roman immigrants. The region gained wealth, which can still be seen in the remains of Roman villas and villages. Roman rule ended in the 5th century, when the Franks conquered the territory. For the next 1,300 years the region shared the history of the Kingdom of the Franks, the Carolingian Empire and of the Holy Roman Empire. The region of the Saarland was divided into several small territories, some of which were ruled by sovereigns of adjoining regions. Most important of the local rulers were the counts of Nassau-Saarbrücken. Within the Holy Roman Empire these territories gained a wide range of independence, threatened, however, by the French kings, who sought, from the 17th century onwards, to incorporate all the territories on the western side of the river Rhine and repeatedly invaded the area in 1635, in 1676, in 1679, and in 1734, extending their realm to the river Saar and establishing the city and stronghold of Saarlouis in 1680. It was not the king of France but the armies of the French Revolution who terminated the independence of the states in the region of the Saarland. After 1792 they conquered the region and made it part of the French Republic. While a strip in the west belonged to the Département Moselle, the centre in 1798 became part of the Département de Sarre, and the east became part of the Département du Mont-Tonnerre. After the defeat of Napoleon in 1815, the region was divided again. Most of it became part of the Prussian Rhine Province. Another part in the east, corresponding to the present Saarpfalz district, was allocated to the Kingdom of Bavaria. A small part in the northeast was ruled by the Duke of Oldenburg. On 31 July 1870, the French Emperor Napoleon III ordered an invasion across the River Saar to seize Saarbrücken. The first shots of the Franco-Prussian War 1870/71 were fired on the heights of Spichern, south of Saarbrücken. The Saar region became part of the German Empire which came into existence on 18 January 1871, during the course of this war. Interwar history In 1920 the Saargebiet was occupied by Britain and France under the provisions of the Treaty of Versailles. The occupied area included portions of the Prussian Rhine Province and the Bavarian Rhenish Palatinate. In practice the region was administered by France. In 1920 this was formalized by a 15-year League of Nations mandate. In 1933, a considerable number of communists and other political opponents of National Socialism fled to the Saar, as it was the only part of Germany that remained outside national administration following the First World War. As a result, anti-Nazi groups agitated for the Saarland to remain under French administration. However, with most of the population being ethnically German, such views were considered suspect or even treasonous, and therefore found little support. When the original 15-year term was over, a plebiscite was held in the territory on 13 January 1935: 90.8% of those voting favoured rejoining Germany. Following the referendum Josef Bürckel was appointed on 1 March 1935 as the German Reich's commissioner for reintegration Reichskommissar für die Rückgliederung des Saarlandes" (Imperial Commissioner for the Reclassification of the Saarland). When the reincorporation was considered accomplished, his title was changed (after 17 June 1936) to Reichskommissar für das Saarland" (Imperial Commissioner of the Saarland) In September 1939, in response to the German Invasion of Poland, French forces invaded the Saarland in a half-hearted offensive, occupying some villages and meeting little resistance, before withdrawing. A further change was made after 8 April 1940 to Reichskommissar für die Saarpfalz" (Imperial Commissioner for the Saar Palatinate); finally, after 11 March 1941, he was made Reichsstatthalter in der "Westmark" (Imperial Governor of the Western Borderland). He died on 28 September 1944 and was succeeded by Willi Stöhr, who remained in office until the region fell to advancing American forces in March 1945. History after World War II After World War II, the Saarland came under French occupation and administration again, as the Saar Protectorate. France did not annex the Saar or expel the local German population, as opposed to the fate of Upper Silesia which was annexed by Poland in 1949 in accordance with the peace treaty between Poland and the GDR/East Germany (see also Allied-occupied Germany). In his speech "Restatement of Policy on Germany", made in Stuttgart on 6 September 1946, United States Secretary of State James F. Byrnes stated the U.S. position on detaching the Saar from Germany: "The United States does not feel that it can deny to France, which has been invaded three times by Germany in 70 years, its claim to the Saar territory". The Saar and Ruhr regions were historically rich in coal and coke. This attracted the steel industry, which is essential for the production of munitions. The Treaty of Paris (1951) established the European Coal and Steel Community, which led to the termination of the International Authority for the Ruhr (whose purpose was to regulate Ruhr coal and steel production and distribution). However, the Treaty sidestepped the issue of the Saar protectorate: an attached protocol stated Germany and France agreed the Treaty would have no bearing on their views of the status of the Saar. In 1948, the French government established the Saarland University under the auspices of the University of Nancy. It is the principal university in the Bundesland, the other being HTW. The Saar Protectorate was headed by a military governor from 30 August 1945: Gilbert Yves Edmond Grandval (1904 – 1981), who remained, on 1 January 1948, as High Commissioner, and January 1952 – June 1955 as the first of two French ambassadors, his successor being Éric de Carbonnel (1910 – 1965) until 1956. Saarland, however, was allowed a regional administration very early, consecutively headed by: a president of the Government: 31 July 1945 – 8 June 1946: Hans Neureuther, Non-party a chairman of the (until 15 December 1947, Provisional) Administration Commission: 8 June 1946 – 20 December 1947: Erwin Müller (b. 1906 – d. 1968), non-party Minister-presidents (as in any Bundesland): 20 December 1947 – 29 October 1955 Johannes Hoffmann (b. 1890 – d. 1967), CVP 29 October 1955 – 10 January 1956 Heinrich Welsch (b. 1888 – d. 1976), Non-party 10 January 1956 – 4 June 1957 Hubert Ney (b. 1892 – d. 1984), CDU In 1954, France and the Federal Republic of Germany (West Germany) developed a detailed plan called the Saarstatut (Saar Statute) to establish an independent Saarland. It was signed as an agreement between the two countries on 23 October 1954 as one of the Paris Pacts, but a plebiscite held on 23 October 1955 rejected it by 67.7%. On 27 October 1956, the Saar Treaty declared that Saarland should be allowed to join the Federal Republic of Germany, which it did on 1 January 1957. This was the last significant international border change in Europe until the fall of Communism over 30 years later. The Saarland's unification with the Federal Republic of Germany was sometimes referred to as the (little reunification in contrast with the post-Cold War absorption of the GDR ()). After unification, the Saar franc remained as the territory's currency until West Germany's Deutsche Mark replaced it on 7 July 1959. The Saar Treaty established that French, not English as in the rest of West Germany, should remain the first foreign language taught in Saarland schools; this provision was still largely followed after it was no longer binding. Since 1971, Saarland has been a member of SaarLorLux, a euroregion created from Saarland, Lorraine, Luxembourg, Rhineland Palatinate, and Wallonia. Geography The state borders France (département of Moselle, which forms part of the région of Grand Est) to the south and west, Luxembourg (Grevenmacher District) to the west and Rheinland-Pfalz to the north and the east. It is named after the river Saar, a tributary of the Moselle (itself a tributary of the Rhine), which runs through the state from the south to the northwest. One third of the land area of the Saarland is covered by forest, one of the highest percentages in Germany. The state is generally hilly; the highest mountain is the Dollberg with a height of 695.4 m (2281 feet). Most inhabitants live in a city agglomeration on the French border, surrounding the capital of Saarbrücken. See also List of places in Saarland. Saar-Warndt coal mining basin Districts Saarland is divided into six districts ("Landkreise" in German): Merzig-Wadern Neunkirchen Saarbrücken Saarlouis Saarpfalz-Kreis Sankt Wendel Demographics Largest cities The following table shows the ten largest cities of Saarland: Vital statistics Births from January–June 2016 = 3,880 Births from January–June 2017 = 4,023 Deaths from January–June 2016 = 6,434 Deaths from January–June 2017 = 6,942 Natural growth from January–June 2016 = -2,554 Natural growth from January–June 2017 = -2,919 Religion Saarland is the most religious state in Germany. The adherents of the Catholic Church comprise 56.8% of the population, organised in the two dioceses of Trier (comprising the formerly Prussian part of Saarland) and Speyer (for the smaller eastern formerly Palatine part). 17.5% of the Saarlandic population adhere to the Evangelical Church in Germany (EKD), organised in the two Landeskirchen named Evangelical Church in the Rhineland and Evangelical Church of the Palatinate, both following the same former territorial partition. 25.7% are not affiliated with one of these churches. Saarland has the highest concentration of Roman Catholics of any German state, and is the only state in which Catholics form an absolute majority (over 50%). Politics Except for the period between 1985 and 1999 – when the centre-left Social Democratic Party of Germany (SPD) held a majority of seats in the Landtag (state diet) – the centre-right Christian Democratic Union (CDU) has governed the Saarland, either alone or in coalition, continuously since the accession of the state to the Federal Republic of Germany in 1957. After the most recent state elections – held in 2012 following the collapse of the "Jamaica coalition" agreement of 2009 between the CDU, the liberal FDP, and the centre-left Bündnis 90/Die Grünen (The Greens) – the CDU and SPD, as the two largest parties in the Landtag, decided upon the formation of a "grand coalition" under the overall leadership of the current minister-president, Tobias Hans (CDU). Current government of the Saarland Economy The Gross domestic product (GDP) of the state was 35.4 billion euros in 2018, accounting for 1.1% of German economic output. GDP per capita adjusted for purchasing power was 32,800 euros or 109% of the EU27 average in the same year. The GDP per employee was 93% of the EU average. The GDP per capita was the second lowest of all states in West Germany. Important income sources are the automobile industry, steel industry, ceramic industry and computer science and information systems industry. In the past, coal mining was an important branch of industry. However, the last coal mine in Saarland closed in 2012, ending 250 years of coal mining history in the region. The decision to close the mines was motivated by safety concerns about earthquakes in the region. The unemployment rate stood at 5.8% in October 2018 and was higher than the national average but below the EU28 average. Education Saarland is home to the Saarland University and the administrative headquarters of the Franco-German University. Culture Local dialect People in the Saarland speak Rhine Franconian (in the southeast, very similar to that dialect spoken in the western part of the Palatinate) and Moselle Franconian (in the northwest, very similar to that dialect spoken along the river Moselle and the cities of Trier or even in Luxembourg). Outside of the Saarland, specifically the Rhine-Franconian variant spoken in the state capital Saarbrücken is generally considered to be the Saarland dialect. The two dialect regions are mainly separated by the das / dat isogloss; in the northwestern portion of the state, including cities such as Saarlouis, standard German das is pronounced with a final [t] instead of an [s]. In general, both dialects are an integral part of Saarland identity. Both dialects, particularly in their respective Saarland flavour, share many characteristic features, some of which will be explained below. Women and girls are often referred to using the neuter pronoun es, with the pronunciation being something like Ähs: Ähs hat mir's gesaat (it told me so', instead of she told me so'; vs. High German: Sie hat es mir gesagt). This stems from the word Mädchen (girl) being neuter in German (es is correct in German when referring to words like Mädchen but would not be used by itself in reference to a woman). The conjunctive in Rhine Franconian is normally composed with the words dääd (High German tät = “would do”) or gäng (“would go”) as auxiliary verbs: Isch dääd saan, dass... (“I would say that...”) instead of the High German Ich würde sagen, dass.... Declension is rather different: The genitive case does not exist at all and is entirely replaced by constructs with the dative case. In most instances, words are not altered when in the dative case. Exceptions are mostly pronouns. The same holds for the accusative case. It is accepted practice to use the nominative case instead of the accusative. Diphthongs are less common than in Standard German. This is because the Standard German diphthongs ei and au are each the result of a merger of two Middle High German vowels – however, these mergers did not take place in the Saarland, and only one of the two merged vowels is pronounced as a diphthong. The front rounded vowels ö, ü, and eu are replaced by e, i, and ei respectively. Both the Rhine Franconian and Moselle Franconian dialects (and Luxemburgish) have merged the palatal fricative sound as in ich with the post-alveolar fricative as in frisch 'fresh', causing minimal pairs such as Kirche 'church' and Kirsche 'cherry' to be pronounced in the same way. French has had a considerable influence on the vocabulary, although the pronunciation of imported French words is usually quite different from their originals. Popular examples include Trottwaa (from trottoir), Fissääl (from ficelle), and the imperative or greeting aalleh! (from allez!). The English sentence 'My house is green' is pronounced almost the same in the Rhine Franconian variant: Mei Haus is grien. The main difference lies in the pronunciation of the r sound. Regional beer brewer Karlsberg has taken advantage of the Saarlandish dialect to create clever advertising for its staple product, UrPils. Examples include a trio of men enjoying a beer, flanked by baby carriages, the slogan reading "Mutter schafft" (meaning "Mum's at work" in Saarlandish, but plays on the High German word "Mutterschaft", or "motherhood"); another depicts a trio of men at a bar, with one realizing his beer has been drunk by one of the others, the slogan reading "Kenner war's" (meaning "It was no one" [Keiner war es] in Saarlandish, but playing on the High German word "Kenner", or "connoisseur", translating to "It was a connoisseur"); a third shows an empty beer crate in the middle of outer space, the text reading "All" (meaning "empty" in Saarlandish, but playing on the same High German word meaning "outer space"). French The French language has a special standing in Saarland due to its geographical proximity to France. Today, a large part of the population is able to speak French, and it is compulsory at many schools. Saarbrücken is also home to a bilingual "Deutsch-Französisches Gymnasium" (German-French high school). In January 2014 the Saarland state government announced its aim of making the region fully bilingual in German and French by 2043. Sports The Saar competed in the qualifying section of the 1954 FIFA World Cup, but failed after coming second to West Germany but ahead of Norway. It also competed as Saar in the 1952 Summer Olympics and the field handball world championships in the beginning of the 1950s. Notes References Further reading Long, Bronson. No Easy Occupation: French Control of the German Saar, 1944-1957 (Boydell & Brewer, 2015). Wiskemann, Elizabeth. "The Saar" History Today (Aug 1953) 3$8 pp 553–560. External links Official governmental portal Statistics office Describes the contest for the Saar over the centuries. NUTS 1 statistical regions of the European Union States and territories established in 1957 1957 establishments in West Germany States of Germany
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Saint Helena has a known history of over 500 years since its recorded discovery by the Portuguese in 1502. Claiming to be Britain's second oldest colony, after Bermuda, this is one of the most remote settlements in the world and was for several centuries of vital strategic importance to ships sailing to Europe from Asia and South Africa. Since the early 19th century, the British occasionally used the island as a place of exile, most notably for Napoleon Bonaparte, Dinuzulu kaCetshwayo and over 5,000 Boer prisoners. Discovery and early years, 1502–1658 Most historical accounts state the island was discovered on 21 May 1502 by the Galician navigator João da Nova sailing at the service of the Portuguese Crown, on his voyage home from India, and that he named it "Santa Helena" after Helena of Constantinople. Given this is the feast day used by the Greek Orthodox Church, it has been argued that the discovery was probably made on 18 August, the feast day used by the Roman Catholic Church. However, a paper published in 2015 reviewed the discovery date and dismissed 18 August as too late for da Nova to return to Lisbon by 11 September 1502. It suggests Jan Huyghen van Linschoten was probably the first (in 1596) to state that the island was so named because it was found on 21 May. Given that Linschoten correctly stated Whitsunday fell on the Western Christian date of 21 May 1589 (rather than the Orthodox Church date of 28 May), the paper suggests that Linschoten was referring to the Protestant feast-day for Saint Helena on 21 May, not the Orthodox Church version on the same date. It is then argued the Portuguese found the island two decades before the start of the Reformation and the establishment of Protestantism, and it is therefore not possible that the island was so named because it was found on the Protestant feast day. An alternative discovery date of 3 May on the Catholic feast-day celebrating the finding of the True Cross by Saint Helena in Jerusalem, as quoted by Odoardo Duarte Lopes in 1591 and by Sir Thomas Herbert in 1638, is suggested as historically more credible than the Protestant date of 21 May. The paper observes that if da Nova made the discovery on 3 May 1502, he may have been inhibited from naming the island Ilha de Vera Cruz (Island of the True Cross) because Pedro Álvares Cabral had already assigned that same name to the Brazilian coastline, which he thought to be a large island, on 3 May 1500. News of Cabral's discovery reached Lisbon directly from South America before da Nova's fleet set off on the voyage to India in 1501. If da Nova knew the True Cross name had already been assigned, the most obvious and plausible alternative name for him to give the island was "Santa Helena". It has also been suggested that all the early Portuguese accounts describing the discovery of St Helena by João da Nova after rounding the Cape of Good Hope were wrong and that he actually discovered Tristan da Cunha on the feast day of St Helena, the island not being discovered until 30 July 1503 by a squadron under the command of Estêvão da Gama, da Nova having discovered Tristan da Cunha on the feast day of St Helena. However, this last theory seems improbable because if da Nova indeed found Tristan on the Catholic feast-day for Saint Helena on 18 August, he had insufficient time to arrive back at Lisbon by 11 September. The long tradition that João da Nova built a chapel from one of his wrecked carracks has been shown to be based on a misreading of the records. The Portuguese found it uninhabited, with an abundance of trees and fresh water. They imported livestock (mainly goats), fruit trees, and vegetables, built a chapel and one or two houses, and left their sick, suffering from scurvy and other ailments, to be taken home, if they recovered, by the next ship, but they formed no permanent settlement. The island thereby became crucially important for the collection of food and as a rendezvous point for homebound voyages from Asia. The island was directly in line with the Trade Winds which took ships rounding the Cape of Good Hope into the South Atlantic. St Helena was much less frequently visited by Asia-bound ships, the northern trade winds taking ships towards the South American continent rather than the island. An analysis has been published of the Portuguese ships arriving at St Helena in the period 1502–1613. It is a popular belief that the Portuguese managed to keep the location of this remote island a secret until almost the end of the 16th century. However, both the location of the island and its name were quoted in a Dutch book in 1508, which described a 1505 Portuguese expedition led by Francisco de Almeida from the East Indies: "[o]n the twenty-first day of July we saw land, and it was an island lyng six hundred and fifty miles from the Cape, and called Saint Helena, howbeit we could not land there. [...] And after we left the island of Saint Helena, we saw another island two hundred miles from there, which is called Ascension". Also, Lopo Homem-Reineis published the Atlas Universal about 1519 which clearly showed the locations of St Helena and Ascension. The first residents all arrived on Portuguese vessels. Its first known permanent resident was Portuguese, Fernão Lopes (also Fernando Lopes) who had turned traitor in India and had been mutilated by order of Alphonso d'Albuquerque, the Governor of Goa. Fernão Lopes preferred being marooned to returning to Portugal in his maimed condition, and lived on Saint Helena from about 1516. By royal command, Lopes returned to Portugal about 1526 and then travelled to Rome, where Pope Clement VII granted him an audience. Lopes returned to Saint Helena, where he died in 1545. When the island was discovered, it was covered with unique indigenous vegetation. Claims that on discovery the island "was entirely covered with forests, the trees drooping over the tremendous precipices that overhang the sea" have been questioned. It is argued that the presence of an endemic plover and several endemic insects adapted to the barren and arid coastal portions of the island are strong indications that these conditions existed before the island was discovered. Also, the earliest description of the island by Thome Lopez, who sighted the island on 3 July 1503, specifically states that coastal trees were absent: ". . . nor did we see any kind of trees, but it was completely green . . ." Rather than trees, this eyewitness account suggests the presence of low-height scrub adapted to the coastal desert conditions. Nevertheless, St Helena certainly once had a rich and dense inland forest. The loss of endemic vegetation, birds and other fauna, much of it within the first 50 years of discovery, can be attributed to the impact of humans and their introduction of goats, pigs, dogs, cats, rats as well as the introduction of non-endemic birds and vegetation into the island. Sometime before 1557 five people (two male slaves from Mozambique, one from Java and two women) escaped from a ship and remained hidden on the island for many years, long enough for their numbers to rise to twenty. Bermudez, the Patriarch of Abyssinia landed at St Helena in 1557 on a voyage to Portugal, remaining on the island for a year. Three Japanese ambassadors on an embassy to the Pope also visited St Helena in 1583. Strong circumstantial evidence supports the idea that Sir Francis Drake located the island on the final lap of his circumnavigation of the world (1577–1580). It is suspected this explains how the location of the island was certainly known to the English only a few years later, for example, William Barrett (who died in 1584 as English consul at Aleppo, Syria) stated the island was "sixteen degrees to the South", which is precisely the correct latitude. Again, it is also clear that the Elizabethan adventurer Edward Fenton at the very least knew the approximate location of the island in 1582. It therefore seems unlikely that when Thomas Cavendish arrived in 1588 during his first attempt to circumnavigate the world, he was the first Englishman to land at the island. He stayed for 12 days and described the valley (initially called Chapel Valley) where Jamestown is situated as "a marvellous fair and pleasant valley, wherein divers handsome buildings and houses were set up, and especially one which was a church, which was tiled, and whitened on the outside very fair, and made with a porch, and within the church at the upper end was set an alter.... This valley is the fairest and largest low plot in all the island, and it is marvellous sweet and pleasant, and planted in every place with fruit trees or with herbs.... There are on this island thousands of goats, which the Spaniards call cabritos, which are very wild: you shall sometimes see one or two hundred of them together, and sometimes you may behold them going in a flock almost a mile long." Another English seaman, Captain Abraham Kendall, visited Saint Helena in 1591, and in 1593 Sir James Lancaster stopped at the island on his way home from the East. Once St Helena's location was more widely known, English ships of war began to lie in wait in the area to attack Portuguese India carracks on their way home. As a result, in 1592 Philip II of Spain and I of Portugal (1581–1598) ordered the annual fleet returning from Goa on no account to touch at St Helena. In developing their Far East trade, the Dutch also began to frequent the island. One of their first visits was in 1598 when an expedition of two vessels piloted by John Davis (English explorer) attacked a large Spanish Caravel, only to be beaten off and forced to retreat to Ascension Island for repairs. The Italian merchant Francesco Carletti, claimed in his autobiography he was robbed by the Dutch when sailing on a Portuguese ship in 1602. The Portuguese and Spanish soon gave up regularly calling at the island, partly because they used ports along the West African coast, but also because of attacks on their shipping, desecration to their chapel and images, destruction of their livestock and destruction of plantations by Dutch and English sailors. In 1603 Lancaster again visited Saint Helena on his return from the first voyage equipped by the British East India Company. In 1610, by which time most Dutch and English ships visited the island on their home voyage, François Pyrard de Laval deplored the deterioration since his last visit in 1601, describing damage to the chapel and destruction of fruit trees by cutting down trees to pick the fruit. Whilst Thomas Best, commander of the tenth British East India Company expedition reported plentiful supplies of lemons in 1614, only 40 lemon trees were observed by the traveller Peter Mundy in 1634. The Dutch Republic formally made claim to St Helena in 1633, although there is no evidence that they ever occupied, colonised or fortified it. A Dutch territorial stone, undated but certainly later than 1633, is presently kept in the island's archive office. By 1651, the Dutch had mainly abandoned the island in favour of their colony founded at the Cape of Good Hope. East India Company, 1658–1815 The idea for the English to make claim to the island was first made in a 1644 pamphlet by Richard Boothby. By 1649, the East India Company (EIC) ordered all homeward-bound vessels to wait for one another at St Helena and in 1656 onward the Company petitioned the government to send a man-of-war to convoy the fleet home from there. Having been granted a charter to govern the island by the Lord Protector of the Commonwealth Oliver Cromwell in 1657, the following year the Company decided to fortify and colonise St Helena with planters. A fleet commanded by Captain John Dutton (first governor, 1659–1661) in the Marmaduke arrived at St Helena in 1659. It is from this date that St Helena claims to be Britain's second oldest colony (after Bermuda). A fort, originally named the Castle of St John, was completed within a month and further houses were built further up the valley. It soon became obvious that the island could not be made self-sufficient and in early 1658, the East India Company ordered all homecoming ships to provide one ton of rice on their arrival at the island. With the restoration of the monarchy in 1660, the fort was renamed James Fort, the town Jamestown and the valley James Valley, all in honour of the Duke of York, later James II of England. The East India Company immediately sought a Royal Charter, possibly to give their occupation of St Helena legitimacy. This was issued in 1661 and gave the Company the sole right to fortify and colonise the island "in such legal and reasonable manner the said Governor and Company should see fit". Each planter was allocated one of 130 pieces of land, but the Company had great difficulty attracting new immigrants, the population falling to only 66, including 18 slaves, by 1670. The long tradition that the early settlers included many who had lost their home in the 1666 Great Fire of London has been shown to be a myth. John Dutton's successors as governor, Robert Stringer (1661–1670) and Richard Coney (1671–1672), repeatedly warned the Company of unrest amongst the inhabitants, Coney complaining the inhabitants were drunks and ne’er-do-wells. In 1672 Coney was seized by rebellious members of the island's council and shipped back to England. Coincidentally, the Company had already sent a replacement governor, Anthony Beale (1672–1673). Finding that the cape was not the ideal harbour they originally envisaged, the Dutch East India Company launched an armed invasion of St Helena from the Cape colony over Christmas 1672. Governor Beale was forced to abandon the island in a Company ship, sailing to Brazil where he hired a fast ship. This he used to locate an East India Company flotilla sent to reinforce St Helena with fresh troops. The Company retook the island in May 1673 without loss of life and reinforced it with 250 troops. The same year the Company petitioned a new Charter from Charles II of England and this granted the island free title as though it was a part of England "in the same manner as East Greenwich in the County of Kent". Acknowledging that St Helena was a place where there was no trade, the Company was permitted to send from England any provisions free of Customs and to convey as many settlers as required. In 1674 discontented settlers and troops seized Richard Keigwin (1673–1674), the next acting governor; it was only the lucky arrival of an East India Company fleet under the command of Captain William Basse that freed Keigwin. By 1675, the part-time recruitment of settlers in a Militia enabled the permanent garrison to be reduced to 50 troops. On leaving the University of Oxford, in 1676, Edmond Halley visited Saint Helena and set up an observatory with a aerial telescope and observed the positions of 341 stars in the Southern hemisphere. His observation site is near St Mathew's Church in Hutt's Gate, in the Longwood district. The 680m high hill there is named for him and is called Halley's Mount. Amongst the most significant taxes levied on imports was a requirement for all ships trading with Madagascar to deliver one slave. Slaves were also brought from Asia by incoming shipping. Thus, most slaves came from Madagascar and Asia rather than the African mainland. By 1679, the number of slaves had risen to about 80. An uprising by soldiers and planters in 1684 during the governorship of John Blackmore (1678–1689) led to the death of three mutineers in an attack on Fort James and the later execution of four others. The formation of the Grand Alliance and outbreak of war against France in 1689 meant that for several years ships from Asia avoided the island for fear of being attacked by French men-of-war. Soldiers at the end of their service thereby had restricted opportunities to obtain a passage back to Britain. Governor Joshua Johnson (1690–1693) also prevented soldiers smuggling themselves aboard ships by ordering all outgoing ships to leave only during daylight hours. This led to a mutiny in 1693 in which a group of mutineer soldiers seized a ship and made their escape, during the course of which Governor Johnson was killed. Meanwhile, savage punishment was meted out to slaves during this period, some being burnt alive and others starved to death. Rumours of an uprising by slaves in 1694 led to the gruesome execution of three slaves and cruel punishment of many others. The clearance of the indigenous forest for the distillation of spirits, tanning and agricultural development began to lead to shortage of wood by the 1680s. The numbers of rats and goats had reached plague proportions by the 1690s, leading to the destruction of food crops and young tree shoots. Neither an increase on duty on the locally produced arrack nor a duty on all firewood helped reduce the deforestation whilst attempts to reforest the island by governor John Roberts (1708–1711) were not followed up by his immediate successors. The Great Wood, which once extended from Deadwood Plain to Prosperous Bay Plain, was reported in 1710 as not having a single tree left standing. An early mention of the problems of soil erosion was made in 1718 when a waterspout broke over Sandy Bay, on the southern coast. Against the background of this erosion, several years of drought and the general dependency of St Helena, in 1715 governor Isaac Pyke (1714–1719) made the serious suggestion to the Company that appreciable savings could be made by moving the population to Mauritius, evacuated by the French in 1710. However, with the outbreak of war with other European countries, the Company continued to subsidise the island because of its strategic location. An ordinance was passed in 1731 to preserve the woodlands through the reduction in the goat population. Despite the clear connection between deforestation and the increasing number of floods (in 1732, 1734, 1736, 1747, 1756 and 1787) the East India Company's Court of Directors gave little support to efforts by governors to eradicate the goat problem. Rats were observed in 1731 building nests in trees two feet across, a visitor in 1717 commenting that the vast number of wild cats preferred to live off young partridges than the rats. An outbreak of plague in 1743 was attributed to the release of infected rats from ships arriving from India. By 1757, soldiers were employed in killing the wild cats. William Dampier called into St Helena in 1691 at the end of his first of three circumnavigations of the world and stated Jamestown comprised 20–30 small houses built with rough stones furnished with mean furniture. These houses were only occupied when ships called at the island because their owners were all employed on their plantations further in the island. He described how women born on the island "very earnestly desired to be released from that Prison, having no other way to compass this but by marrying Seamen of Passengers that touch here". Dampier described the island, which he called 'Santa Hellena', in his book A New Voyage Round The World, published in 1697. Following commercial rivalries between the original English East India Company and a New East India Company created in 1698, a new Company was formed in 1708 by amalgamation, and entitled the "United Company of Merchants of England, trading to the East Indies". St Helena was then transferred to this new United East India Company. The same year, extensive work began to build the present Castle. Because of a lack of cement, mud was used as the mortar for many buildings, most of which had deteriorated into a state of ruin. In a search for lime on the island, a soldier in 1709 claimed to have discovered gold and silver deposits in Breakneck Valley. For a short period, it is believed that almost every able-bodied man was employed in prospecting for these precious metals. The short-lived Breakneck Valley Gold Rush ended with the results of an assay of the deposits in London, showing that they were iron pyrites. A census in 1723 showed that out of a total population 1,110, some 610 were slaves. In 1731, a majority of tenant planters successfully petitioned governor Edward Byfield (1727–1731) for the reduction of the goat population. The next governor, Isaac Pyke (1731–1738), had a tyrannical reputation but successfully extended tree plantations, improved fortifications and transformed the garrison and militia into a reliable force for the first time. In 1733 Green Tipped Bourbon Coffee seeds were brought from the coffee port of Mocha in Yemen, on a Company ship The Houghton and were planted at various locations around the Island where the plants flourished, despite general neglect. Robert Jenkins, of "Jenkins' Ear" fame (governor 1740–1742) embarked on a programme of eliminating corruption and improving the defences. The island's first hospital was built on its present site in 1742. Governor Charles Hutchinson (1747–1764) tackled the neglect of crops and livestock and also brought the laws of the island closer to those in England. Nevertheless, racial discrimination continued and it was not until 1787 that the black population were allowed to give evidence against whites. In 1758 three French warships were seen lying off the island in wait for the Company's India fleet. In an inconclusive battle, these were engaged by warships from the Company's China fleet. Nevil Maskelyne and Robert Waddington set up an observatory in 1761 to observe the transit of Venus, following a suggestion first made by Halley. In the event, observations were obscured by cloud. Most of the cattle were destroyed this year through an unidentified sickness. In the peak era, a thousands ships per year stopped there leaving the governor to try to police the numerous visitors and to limit the consumption of arrack, made from potatoes. (The mutinies may have been fueled by alcohol.) Because Jamestown was "too raucous with its taverns and brothels", St Paul’s Cathedral was built outside the town. Attempts by governor John Skottowe (1764–1782) to regularise the sale of arrack and punch led to some hostility and desertions by a number of troops who stole boats and were probably mostly lost at sea — however, at least one group of seven soldiers and a slave succeeded in escaping to Brazil in 1770. It was from about this date that the island began, for the first time, to enjoy a prolonged period of prosperity. The first Parish Church in Jamestown had been showing signs of decay for many years, and finally a new building was erected in 1774. St James' is now the oldest Anglican church south of the Equator. Captain James Cook visited the island in 1775 on the final leg of his second circumnavigation of the world. An order by governor Daniel Corneille (1782–1787) banning garrison troops and sailors from punch-taverns, only allowing them to drink at army canteens, led to a mutiny over Christmas 1787 when some 200 troops skirmished with loyal troops over a three-day period. Courts martial condemned 99 mutineers to death. These mutineers were then decimated; lots were drawn, with one in every ten being shot and executed. Saul Solomon is believed to have arrived at the island about 1790, where he eventually formed the Solomon's company, initially based at an emporium. Today the Rose and Crown shop occupies the building. Captain Bligh arrived at St Helena in 1792 during his second attempt to ship a cargo of breadfruit trees to Jamaica. That same year saw the importation of slaves made illegal. In 1795 governor Robert Brooke (1787–1801) was alerted that the French had overrun the Netherlands, forcing the Dutch to become their allies. Some 411 troops were sent from the garrison to support General Sir James Craig in his successful capture of the Dutch colony at the Cape of Good Hope. Fortifications were improved and a new system of visual signalling introduced. Brooke had a battery built at Ladder Hill, and a tower to protect its rearward approaches, known as High Knoll Fort. As a result of a policy of recruiting time-expired soldiers calling at the island on their voyage home from India, the St Helena Regiment was built up to 1,000 men by 1800. At the same time, every able-bodied man joined the island's militia. The arrival of a fleet of ships in January 1807 caused an outbreak of measles. The outbreak led to the death of 102 "Blacks" (probably under-reported in church records), and 58 "whites" in the two months to May. With the importation of slaves no longer being legal, Governor Robert Patton (1802–1807) recommended that Company import Chinese labour to grow the rural workforce. The first Chinese labourers arrived in 1810, and the total number rose to about 600 by 1818. After 1836, many were allowed to stay on and their descendants became integrated into the population. Governor Alexander Beatson (1808–1813) took action to reduce drunkenness by prohibiting the public sale of spirits and the importation of cheap Indian spirits. As in 1787, these actions resulted in a mutiny by about 250 troops in December 1811. After the mutineers surrendered to loyal troops, nine of the mutineers' leaders were executed. Under the aegis of the next governor, Mark Wilks (1813–1816) farming methods were improved, a rebuilding programme initiated, and the first public library opened. A census in 1814 showed the number of inhabitants was 3,507. British rule 1815–1821, and Napoleon's exile Main text: Napoleon I of France: Exile on Saint Helena In 1815 the British government selected Saint Helena as the place of detention of Napoleon Bonaparte. He was brought to the island in October 1815 and lodged at Longwood, where he died on 5 May 1821. During this period the island was strongly garrisoned by regular British regimental troops and by the local St Helena Regiment, with Royal Navy ships circling the island. Agreement was reached that St Helena would be placed in the hands of a general officer of His Majesty's service during Napoleon's confinement. The British government would meet all expenses relating to the prisoner and would be responsible for both his and the island's security. Sir Hudson Lowe (1816–1821), was duly appointed reporting to Lord Bathurst, the Secretary of State for War and the Colonies through the EIC's Secret Committee in London. Brisk business was enjoyed catering for the additional 2,000 troops and personnel on the island over the six-year period, although restrictions placed against ships landing during this period posed a challenge for local traders to import the necessary goods. The 1817 census recorded 821 white inhabitants, a garrison of 820 men, 618 Chinese indentured labourers, 500 free blacks and 1,540 slaves. In 1818, whilst admitting that nowhere in the world did slavery exist in a milder form than on St Helena, Lowe initiated the first step in emancipating the slaves by persuading slave owners to give all slave children born after Christmas of that year their freedom once they had reached their late teens. Solomon Dickson & Taylor issued £147-worth of copper halfpenny tokens sometime before 1821 to enhance local trade. British East India Company, 1821–1834 After Napoleon's death the large number of temporary residents, such as military personnel, were soon withdrawn. The East India Company resumed full control of Saint Helena and life returned to the pre-1815 standards, the fall in population causing a sharp change in the economy. The next governors, Thomas Brooke (temporary governor, 1821–1823) and Alexander Walker (1823–1828), successfully brought the island through this post-Napoleonic period with the opening of a new farmer's market in Jamestown, the foundation of an Agricultural and Horticultural Society and improvements in education. The importation of slaves was banned in 1792, but the phased emancipation of over 800 resident slaves did not take place until 1827, some six years before legislation to ban slavery in the colonies was passed by the British Parliament. An abortive attempt was made to set up a whaling industry in 1830 (also in 1875). Following praise of St Helena's coffee given by Napoleon during his exile on the island, the product enjoyed a brief popularity in Paris during the years after his death. British rule, a Crown colony, 1834–1981 The Parliament of the United Kingdom passed the Saint Helena Act in 1833, a provision of which transferred control of St Helena from the East India Company to the Crown with effect from 2 April 1834. In practice, the transfer did not take effect until 24 February 1836 when Major-General George Middlemore (1836–1842), the first governor appointed by the British government, arrived with 91st Regiment troops. He summarily dismissed St Helena Regiment and, following orders from London, embarked on a savage drive to cut administrative costs, dismissing most officers previously in the Company employ. This triggered the start of a long-term pattern whereby those who could afford to do so tended to leave the island for better fortunes and opportunities elsewhere. The population was to fall gradually from 6,150 in 1817 to less than 4,000 by 1890. Charles Darwin spent six days of observation on the island in 1836 during his return journey on HMS Beagle. Controversial figure, Dr. James Barry, also arrived that year as principal medical officer (1836–1837). In addition to reorganising the hospital, Barry highlighted the heavy incidence of venereal diseases in the civilian population, blaming the government for the removal of the St Helena Regiment, which resulted in destitute females resorting to prostitution. Following the conquest of Aden in January 1839 and the establishment of a coal station there, the journey time to the Far East (via the Mediterranean, the Alexandria to Cairo overland crossing and the Red Sea) was roughly halved compared with the traditional South Atlantic route. This precursor to the effects of the Suez Canal (1869), coupled with the advent of steam shipping that was not dependent on trade winds led to a gradual reduction in the number of ships calling at St Helena and to a decline in its strategic importance to Britain and economic fortunes. (A 2020 report adds that the island's prosperity ended after 1860 when "the Suez Canal shifted trade routes north"/)  The number of ships calling at the island fell from 1,100 in 1855; to 853 in 1869; to 603 in 1879 and to only 288 in 1889. In 1839, London coffee merchants Wm Burnie & Co described St Helena coffee as being of "very superior quality and flavour". In 1840 the British Government deployed a naval station to suppress the African slave trade. The squadron was based at St Helena and a Vice Admiralty Court was based at Jamestown to try the crews of the slave ships. Most of these were broken up and used for salvage. Between 1840 and 1849, 15,076 freed slaves, known as "Liberated Africans" were landed at Rupert's Bay on the island, of which number over 5,000 were dead or died there. The final number up to the 1870s when the depot was finally closed has not yet been accurately determined, but would be over 20,000. Surviving freed slaves lived at Lemon Valley – originally the quarantine area, later for women and children, Rupert's and High Knoll, and only when numbers became too great were they sent to Cape Town and the British West Indies as labourers. About 500 remained on St Helena, where they were employed. In later years, some were sent to Sierra Leone. It was also in 1840 that the British government acceded to a French request for Napoleon's body to be returned to France in what became known as the retour des cendres. The body, in excellent state of preservation, was exhumed on 15 October 1840 and ceremonially handed over to the Prince de Joinville in the French ship La Belle Poule. A European Regiment, called the St Helena Regiment, comprising five companies was formed in 1842 for the purpose of garrisoning the island. William A Thorpe, the founder of the Thorpe business, was born on the island the same year. There was another outbreak of measles in 1843 and it was noted that none of those who survived the 1807 outbreak contracted the disease a second time. The first Baptist minister arrived from Cape Town in 1845. The same year, St Helena coffee was sold in London at 1d per pound, making it the most expensive and exclusive in the world. In 1846, St James' church was considerably repaired, a steeple replacing the old tower. The same year, huge waves, or "rollers", hit the island causing 13 ships anchored off Jamestown bay to be wrecked. The foundation stone for St Paul's country church, also known as "The Cathedral", was laid in 1850. Following instructions from London to achieve economies, Governor Thomas Gore Brown (1851–1856) further reduced the civil establishment. He also tackled the problems of overpopulation of Jamestown posed by the restrictions of the valley terrain by establishing a village at Rupert's Bay. A census in 1851 showed a total of 6,914 inhabitants living on the island. In 1859 the Diocese of St Helena was set up for St Helena, including Ascension Island and Tristan da Cunha (initially also including the Falkland Islands, Rio de Janeiro and other towns along the east coast of South America), the first Bishop of St Helena arriving on the island that year. Islanders later complained that succeeding governors were mainly retired senior military officers with an undynamic approach to the job. St John's church was built in upper Jamestown in 1857, one motivation being to counter the levels of vice and prostitution at that end of the town. The following year, the lands forming the sites of Napoleon's burial and of his home at Longwood House were vested in Napoleon III and his heirs and a French representative or consul has lived on the island ever since, the French flag now flying over these areas. The title deeds of Briars Pavilion, where Napoleon lived during his earliest period of exile, were much later given to the French Government in 1959. Coincidentally the Duke of Wellington had also stayed at the property prior to Napoleon, when he was en route home from India. St Helena coffee grown on the Bamboo Hedge Estate at Sandy Bay won a premier award at the Great Exhibition at the Crystal Palace in 1851. Saul Solomon was buried at St Helena in 1853. The first postage stamp was issued for the island in 1856, the six-pence blue, marking the start of considerable philatelic interest in the island. By the 1860s it was apparent that wood sourced from some condemned slave ships (possibly a Brazilian ship) from the 1840s were infested by termites ("white ants"). Eating their way through house timbers (also documents) the termites caused the collapse of a number of buildings and considerable economic damage over several decades. Extensive reconstruction made use of iron rails and termite-proof timbers. The termite problem persists to the present day. The cornerstone for St Matthew's church at Hutt's Gate was laid in 1861. The withdrawal of the British naval station in 1864 and closure of the Liberated African Station ten years later (several hundred Africans were deported to Lagos and other places on the West African coast) resulted in a further deterioration in the economy. A small earthquake was recorded the same year. The gaol in Rupert's Bay was destroyed and the Castle and Supreme Court were reconstructed in 1867. Cinchona plants were introduced in 1868 by Charles Elliot (1863–1870) with a view to exporting quinine but the experiment was abandoned by his successor Governor C. G. E. Patey (1870–1873), who also embarked on a programme of reducing the civil establishment. The latter action led to another phase of emigration from the island. An experiment in 1874 to produce flax from Phomium Tenax (New Zealand flax) failed (the cultivation of flax recommenced in 1907 and eventually became the island's largest export). In 1871, the Royal Engineers constructed Jacob's Ladder up the steep side of the valley from Jamestown to Knoll Mount Fort, with 700 steps, one step being covered over in later repairs. A census in 1881 showed 5,059 inhabitants lived on the island. Jonathan, claimed to be the world's oldest tortoise, is thought to have arrived on the island in 1882. An outbreak of measles in 1886 resulted in 113 cases and 8 deaths. Jamestown was lighted for the first time in 1888, the initial cost being borne by the inhabitants. Dinuzulu kaCetshwayo, son of the Zulu king Cetshwayo, was exiled at St Helena between 1890 and 1897. Diphtheria broke out in 1887 and also in 1893 which, with an additional outbreak of whooping cough, led to the death of 31 children under 10. In 1890 a great fall of rock killed nine people in Jamestown, a fountain being erected in Main Street in their memory. A census in 1891 showed 4,116 inhabitants lived on the island. A submarine cable en route to Britain from Cape Town was landed in November 1899 and extended to Ascension by December and was operated by the Eastern Telegraph Company. For the next two years over six thousand Boer prisoners were imprisoned at Deadwood and Broadbottom. The population reached its all-time record of 9,850 in 1901. Although a number of prisoners died, being buried at Knollcombes, the islanders and Boers developed a relationship of mutual respect and trust, a few Boers choosing to remain on the island when the war ended in 1902. A severe outbreak of influenza in 1900 led to the death of 3.3% of the population, although it affected neither the Boer prisoners nor the troops guarding them. An outbreak of whooping cough in 1903 infected most children on the island, although only one died as a result. The departure of the Boers and later removal of the remaining garrison in 1906 (with the disbandment of the St Helena Volunteers, this was the first time the island was left without a garrison) both impacted on the island economy, which was only slightly offset by growing philatelic sales. The successful reestablishment of the flax industry in 1907 did much to counter these problems, generating considerable income during the war years. Lace making was encouraged as an island-industry during the pre-war period, initiated by Emily Jackson in 1890 and a lace-making school was opened in 1908. Two men, known as the Prosperous Bay Murderers, were hanged in 1905. A paper published in 2017 has proved that reports of a fish-canning factory opening and closing in 1909 because of an unusual shortage of fish are incorrect. The diamond merchant and philanthropist Alfred Mosely funded cured mackerel production in 1910. Packed in barrels, the product sold at a loss in New York and the industry was therefore ended. Governor Gallwey used the word "factory" in an unusual form, referring a team of workers working in the open on Jamestown's wharf. Fish catches were greater than in 1909. It has also been shown that in 1912, Mosely also unsuccessfully petitioned authorities to allow most of St Helena's population to emigrate to Coronado, California. S.S. Papanui, en route from Britain to Australia with emigrants, arrived in James Bay in 1911 on fire, possibly due to spontaneous combustion of coal stored in a thermally-insulated hold. The ship burned out and sank, but its 364 passengers and crew were rescued and looked after on the island. A census in 1911 showed the population had fallen from its peak in 1901 to only 3,520 inhabitants. Some 4,800 rats tails were presented to the Government in 1913, who paid a penny per tail. A review has been published of St Helena's wartime period. Islanders were made aware of their vulnerability to naval attack, despite extensive fortifications, following a visit by a fleet of three German super-dreadnoughts in January 1914. With the outbreak of World War I, the defunct St Helena Volunteer Corps was re-established. In the absence of infantry forces, a policy of defensive strongholds was adopted in the event of an invasion. Considerable pressure was put on islanders to volunteer to serve in the overseas forces, but this was always on a voluntary basis. Some 46 islanders volunteered to fight abroad, the war memorials on the wharf and at St Paul's Church (which differ in detail) showing some eight men lost their lives during the conflict. The self-proclaimed Sultan of Zanzibar, Seyyid Khalid Bin Barghash, was exiled in St Helena from 1917 to 1921 before being transferred to the Seychelles. Parliamentary criticism was voiced when Governor Cordeaux took a 31-month leave of absence from March 1917. A petition for the replacement of Acting Governor Dixon was raised in 1918. This followed a period of food shortages. The 1918 world pandemic of influenza bypassed St Helena. William A. Thorpe was killed in an accident in 1918, his business continuing to operate on the island to the present day. In 1920 the Norwegian ship Spangereid caught fire and sank at her mooring at James Bay, depositing quantities of coal on the beach below the wharf. A census in 1921 showed the islands population was 3,747. The first islanders left to work at Ascension Island in 1921, which was made a dependency of St Helena in 1922. Thomas R. Bruce (postmaster 1898–1928) was the first islander to design a postage stamp, the 1922–1937 George V ship-design—this significantly contributed to island revenues for several years. South African coinage became legal tender in 1923, reflecting the high level of trade with that country. There were nine deaths from whooping cough between 1920 and 1929 and 2,200 cases of measles in 1932. The first car, an Austin 7, was imported into the island in 1929. A census in 1931 showed a population of 3,995 (and a goat population of nearly 1,500). Cable and Wireless absorbed the Eastern Telegraph Company in 1934. Tristan da Cunha was made a dependency of St Helena in 1938. Some six islanders gave their lives during World War II. The German battle cruiser Admiral Graf Spee was observed passing the island in 1939 and the British oil tanker RFA Darkdale was torpedoed off Jamestown bay in October 1941. As part of the Lend-Lease agreement, America built Wideawake airport on Ascension in 1942, but no military use was made of St Helena. As in the previous war, the island enjoyed increased revenues through the sale of flax. There were 217 cases of polio, including 11 deaths, in 1945. A census in 1946 showed 4,748 inhabitants lived on the island. In 1948 there were seven deaths from whooping cough and 77 hospital admissions from acute nephritis. In 1951, mumps attacked 90% of the population. Solomon's became a limited company the same year. Flax prices continued to rise after the war, rising to their zenith in 1951. However, this St Helena staple industry fell into decline because of competition from synthetic fibres and also because the delivered price of the island's flax was substantially higher than world prices. The decision by a major buyer, the British Post Office, to use synthetic fibres for their mailbags was a major blow, all of which contributed in the closure of the island's flax mills in 1965. Many acres of land are still covered with flax plants. A census in 1956 showed the population had fallen only slightly, to 4,642. 1957 witnessed the arrival of three Bahrain princes as prisoners of Britain, who remained until released by a writ of habeas corpus in 1960. Another attempt to operate a fish cannery led to closure in 1957. From 1958, the Union Castle shipping line gradually reduced their service calls to the island. The same year, there were 36 cases of poliomyelitis. A census in 1966 showed a relatively unchanged population of 4,649 inhabitants. A South African company (The South Atlantic Trading and Investment Corporation, SATIC) bought a majority share in Solomon and Company in 1968. Following several years of losses and to avoid the economic effects of a closure of the company, the St Helena government eventually bought a majority share in the company in 1974. In 1969 the first elections were held under the new constitution for twelve-member Legislative Council. By 1976, the population had grown slightly to 5,147 inhabitants. Based from Avonmouth, Curnow Shipping replaced the Union-Castle Line mailship service in 1977, using the RMS St Helena, a coastal passenger and cargo vessel that had been used between Vancouver and Alaska. Due to structural weakness, the spire of St James' church was demolished in 1980. The endemic flowering shrub, the St Helena Ebony, believed to have been extinct for over a century, was rediscovered on the island in 1981. 1981 to present The British Nationality Act 1981 reclassified St Helena and the other crown colonies as British Dependent Territories. The islanders lost their status as 'Citizens of the United Kingdom and Colonies' (as defined in the British Nationality Act 1948) and were stripped of their right of abode in Britain. For the next 20 years, many could find only low-paid work with the island government and the only available employment overseas for the islanders was restricted to the Falkland Islands and Ascension Island, a period during which the island was often referred to as the "South Atlantic Alcatraz". The RMS St Helena was requisitioned in 1982 by the Ministry of Defence to help in support of the Falklands Conflict, and sailed south with the entire crew volunteering for duty. The ship was involved in supporting minesweeper operations but the volunteers were refused South Atlantic Medals. Prince Andrew began his relationship with St Helena in 1984 with a visit to the island as a member of the armed forces. The 1987 census showed that the island population stood at 5,644. The Development & Economic Planning Department, which still operates, was formed in 1988 to contribute to raising the living standards of the people of St Helena by planning and managing sustainable economic development through education, participation and planning, improving decision making by providing statistical information and by improving the safety and operation of the wharf and harbour operations. After decades of planning, the realisation of the three-tier school system began in 1988 under the aegis of the Head of Education, Basil George, when the Prince Andrew School was opened for all pupils of 12 onwards. Middle schools would take the 8- to 12-year-old children and the First schools from 5-year-olds. Prince Andrew launched the replacement RMS St Helena in 1989 at Aberdeen. The vessel was specially built for the Cardiff–Cape Town route, and featured a mixed cargo/passenger layout. At the same time, a shuttle service between St Helena and Ascension was planned, for the many Saint Helenians working there and on the Falklands. In 1995 the decision was made to base the ship from Cape Town and limit the number of trips to the UK to just four a year. The 1988 St Helena Constitution took effect in 1989 and provided that the island would be governed by a Governor and Commander-in-Chief, and an Executive and Legislative Council. The Executive Council members would be elected for nomination by the elected members of the Legislative Council, and subsequently appointed by the Governor and could only be removed from office by the votes of a majority of the five members of the Legislative Council. The Legislative Council Members would be re-elected by the voters every four years. With few exceptions the Governor would be obliged to abide by the advice given to him by the Executive Council. Five Council Committees would be made up from the membership of the Legislative Council and civil servants so that at any time there would always be a majority of elected members. The five Chairpersons of these committees would comprise the elected membership of the Executive Council. The Bishop's Commission on Citizenship was established at the Fifteenth Session of Diocesan Synod in 1992 with the aim of restoring full citizenship of the islanders and restore the right of abode in the UK. Research began (Prof. T. Charlton) in 1993, two years before its introduction on the island and five years after, to measure the influence that television has on the behaviour of children in classrooms and school playgrounds. This concluded that the island children continued to be hard working and very well behaved and that family and community social controls were more important in shaping children's behaviour than exposure to television. The Island of St Helena Coffee Company was founded in 1994 by David Henry. Using Green Tipped Bourbon Coffee plants imported in 1733, crops were grown on several sites, including the Bamboo Hedge Estate Sandy Bay estate used for the 1851 Great Exhibition entry. In 1997, the acute employment problem at St Helena was brought to the attention of the British public following reports in the tabloid press of a "riot" following an article in the Financial Times describing how the Governor, David Smallman (1995–1999), was jostled by a small crowd who believed he and the Foreign Office had rejected plans to build an airport on the island. Hong Kong was handed back to China in 1997, and the same year the British government published a review of the Dependent Territories. This included a commitment to restore the pre-1981 status for citizenship. This was effected by the British Overseas Territories Act 2002, which restored full passports to the islanders, and renamed the Dependent Territories the British Overseas Territories. The St Helena National Trust was also formed the same year with the aim of promoting the island's unique environmental and culture heritage. A full census in February 1998 showed the total population (including the RMS) was 5,157 persons. In a vote held in January 2002, a majority of islanders (at home and abroad) voted in favour for an airport to be built. The island's two-floor museum situated in a building near the base of Jacob's Ladder was opened the same year and is operated by the St Helena Heritage Society. The Bank of St Helena, located next to the Post Office, commenced operations in 2004, inheriting the assets and accounts of the former St Helena Government Savings and the Ascension Island Savings Banks, both of which then ceased to exist. In April 2005 the British Government announced plans to construct an airport on Saint Helena to bolster the Island's economy, and reduce the dependence on boats to supply the Island. Impregilo S.p.A. of Milan were selected as the preferred tender to design, build and operate the airport, which was expected to be open in 2012/13, although final UK ministerial approval had still not been given. The following December, DfID announced they and the "Treasury are in continuing discussions about issues of concern regarding access to St Helena. As a result, there will be a pause in negotiations over the St Helena airport contract". This was widely interpreted as meaning the project was in abeyance, probably for a number of years until the UK's economy recovers. In March 2009, DfID announced the launch of a new consultation on options for access to the island. In a parliamentary debate in which DfID were accused of delaying tactics, the ministry accepted the conclusion in their 2005 Access document but argued good fiscal management required this to be re-reviewed. In December 2008, the British Government decided not to go ahead at that time with the long-promised airport. When the airport eventually opens, the Royal Mail ship will cease operations soon after flights begin. Saint Helena Airport was finally completed on Prosperous Bay Plain in 2016, but its opening was delayed by concerns regarding wind shear. The first scheduled commercial airline flight landed on 14 October 2017. A census held in February 2008 showed the population (including the RMS) had fallen to 4,255. In the first half of 2008, areas of the cliff above the wharf were stabilised from rock falls with netting at a cost of approximately £3 million. On 14 August, about 200 tons of rock fell from the west side of Jamestown severely damaging the Baptist chapel and surrounding buildings. Plans are in hand to net the most dangerous sections of the mountains either side of Jamestown over the period to 2015 at an estimated cost of about £15 million. A comparative review of the different sources for the history of St Helena has been published on the St Helena Institute web site. Until 2017, travel to the island required a long trip by boat. An airport was constructed and the first flight arrived in October 2017. Because of "dangerous wind conditions" that made landing large aircraft unsafe, only smaller aircraft are used for the five hour trip from South Africa. Passenger service on the Royal Mail ship was discontinued in 2018. The travel restrictions imposed due to the COVID-19 pandemic had a very negative effect on tourism in 2020 and extending into 2021. One news report in August 2020 stated that the costs imposed by the pandemic led to the "collapse of the island’s tourism sector, which was meant to drive its economic development". History of British and other Royal visitors One commentator has observed that, notwithstanding the high unemployment resulting from the loss of full passports during 1981–2002, the level of loyalty to the British monarchy by the St Helena population is probably not exceeded in any other part of the world. The first royal visit is speculated to have been by Prince Rupert of the Rhine (1619–1682), probably on his voyage home in India. No contemporary documents exist, but no other explanation has been given for naming Rupert's Bay, adjacent to Jamestown. The Prince de Joinville arrived in 1840 to return the body of Napoleon I to France. The Prince Alfred visited the island in 1860 en route to Tristan Da Cunha. Empress Eugénie (widow of Napoleon III) arrived in 1880 and the same year Prince Henry of Prussia arrived in a German frigate. The Duke of Connaught arrived in 1911 on his journey back from Cape Town. The Prince of Wales (later Edward VIII) visited in 1925. George VI is the only reigning monarch to visit the island. This was in 1947 when the King, accompanied by Queen Elizabeth (later Queen Elizabeth The Queen Mother), Princess Elizabeth (later Elizabeth II) and Princess Margaret were travelling from South Africa. The Duke of Edinburgh arrived at St Helena in 1957 and then his son Prince Andrew visited as a member of the armed forces in 1984. His sister the Princess Royal arrived in 2002. The last serving British Ministerial visit was in 1699. History of the media in St Helena The St Helena Press was set up by Saul Soloman in 1806 and produced a number of publications including the Government Gazette (from 1807) and the St Helena Monthly Register (from 1809), both government funded publications. The press was taken over after the departure of governor Alexander Beatson (1808–13), and was mainly used for government notices and regulations. The first of an occasional series St Helena Almanack and Annual Registers was published with the press in 1842 (the last and most comprehensive edition being published in 1913). The St Helena Advocate and Weekly Journal of News, published in 1851, was the first island newspaper, but closed two years later mainly due to competition from the government-funded St Helena Chronicle (1852). This short publication period was a fate suffered by most island newspapers. The St Helena Herald was published from 1853 but ceased publication in 1860 when the editor launched a new paper, the St Helena Record. This closed in 1861 and was immediately replaced by the longest running paper, the St Helena Guardian (weekly, 1861–1925). The proprietor of the latter, Benjamin Grant, also published the St Helena Advertiser (1865–1866). Two other newspapers published about this time, the St Helena Advertiser, the St Helena Star (1866–1867) and St Helena Spectator (1866–1868) both closed because of the lack of printing facilities. Two humorous papers, The Bug (1888) and the Mosquito (1888) were similarly short-lived. Several short-lived papers also appeared a few years later – the St Helena Times (1889), the Monthly Critic and Flashman (1895) and the St Helena Observer. De Krisgsgevangenewas, a censored Dutch newspaper, was published for Boer prisoners from 1901. The St Helena Church News was published from 1888, the Parish Magazine from 1889, the Diocesan Magazine from 1901 and the Jamestown Monthly from 1912 The latter was renamed the St Helena Church Magazine and was published until 1945 by Canon Wallcot, who extended news coverage from church matters to also include island news after the closure of the St Helena Guardian. The government-funded St Helena Wirebird was published in the early 1960s, closing in 1965. The government-funded St Helena News Review and the St Helena News followed this. Between 1990 and 1991, the New Wirebird was published independently. Radio St Helena started operations on Christmas Day 1967, transmissions being limited to the island apart from occasional short-wave broadcasts. The station presented news, features and music in collaboration with its sister newspaper, the St Helena Herald, published by the partially publicly funded St Helena News Media Services (SHNMS) since 2000. The non-government funded Saint FM Radio officially launched in January 2005. The station currently broadcasts news, features and music across the island, Ascension, the Falklands and worldwide over the internet in collaboration with its sister newspaper, the St Helena Independent (published since November 2005). Both the Herald and Independent can be read worldwide via the internet. Cable and Wireless currently rebroadcast television throughout the island via three DStv channels of entertainment. In October 2008, the St Helena Government announced that island's media must choose whether they obtained revenue from government subsidies or from advertising. They could not do both. On this basis, the partly publicly subsidised Media Services, which publish the St Helena Herald and broadcast on Radio St Helena, would no longer be allowed to run advertisements. Simultaneously, the St Helena Independent and Saint FM announced that they would need to increase advertising rates, which barely covered the cost of producing adverts. The St. Helena Herald closed down in 2012, its last edition being on Friday 9 March. SaintFM closed down on Friday 21 December 2012. The reasons for its closure can be read on its page: Saint FM. Radio St. Helena closed down at Midnight on Christmas Day, 25 December 2012. This left the island with no broadcast radio. SaintFM Community Radio launched at 8am on 10 March 2013, taking over the studios and frequencies of the former Saint FM. See Saint fm community radio. The station is also available via the TuneIn app. https://www.sure.co.sh/ As of October 2020, the Saint Helena Island Info website listed three active stations, two operated by South Atlantic Media Services: S.A.M.S. Radio 1 (news, features and entertainment), S.A.M.S. Radio 2 (relay of the BBC World Service) and the SaintFM Community Radio. Communications and television One company, Sure South Atlantic, provides "broadband, mobile phone, national & international telephone, public Internet and television re-broadcast services" for the island. Ecological significance Saint Helena has been a very integral part of man's exploration of the Earth and development of sciences, especially ecological sciences. When the island was first discovered, it was one of the most isolated and pristine piece of land ever encountered by humans. This, along with its relatively small size, allowed ecologists to study the effects of man and time with limited variables. Richard Grove, Author of Green Imperialism, among other works, explains how imperialist deforestation of Saint Helena made apparent for the first time the devastating effects humans can have on the world around them. Saint Helena Island was famous for the work that Georg Forster and Johann Reinhold Forster performed on the famous Cook Voyage aboard HMS Resolution in 1775. This voyage was the beginning of ecological conservatism. Before any ideas of conservatism, there were economic factors causing the destruction of Saint Helena, but also colonial ideology behind the mass destruction of tropical landscapes throughout the last 400 years. The deforestation of Saint Helena by European East India Companies in the 15th and 16th centuries led to one of the first ecological legislation, the Forest Act of Saint Helena. The Forsters' Resolution voyage with Captain James Cook was motivated to discover a connection between nature and human development. At first, they believed that nature must have some sort of effect on human development which could answer why there are different levels of development throughout the world. However, their discoveries on Saint Helena Island were to the contrary, they found that man has more effect on nature than they originally believed. After allowing human destructive power to reach Saint Helena, the Forsters noticed flooding from the removal of vegetation and mass slaughter of the turtle population. The consequence of the imperial destruction was a fundamental understanding of the importance of vegetal cover in the tropical environment. Other writers, such as Peter Kalm who wrote about deforestation and draught in North America without connecting the two phenomena, influenced the Forsters' theories on the importance of vegetation. The Forster expedition started the ecological study of Saint Helena, but others have been studying the island since then. Because the island has been extremely affected by human interaction and destruction, scientists have attempted to discern the original vegetal makeup of the island. A scientific study is the only way to determine the original vegetation because there is no direct evidence of plant life from when the island was discovered. One study determined that because the island is volcanic in nature, any plant life existing on the island would have travelled there from elsewhere. It is most likely that the original plant life would have travelled from southern Africa because of the south-easterly prevailing winds and currents. References Notes Gosse, Philip Saint Helena, 1502–1938 Smallman, David L., Quincentenary, a Story of St Helena, 1502–2002 Jackson, E. L. St Helena: The Historic Island, Ward, Lock & Co, London, 1903 Cannan, Edward Churches of the South Atlantic Islands 1502–1991 George, Barbara B. St Helena – the Chinese Connection Cross, Tony St Helena including Ascension Island and Tristan Da Cunha Brooke, T. H., A History of the Island of St Helena from its Discovery by the Portuguese to the Year 1806, Printed for Black, Parry and Kingsbury, London, 1808 Hakluyt, The Principal Navigations Voyages Traffiques & Discoveries of the English Nation, from the Prosperous Voyage of M. Thomas Candish esquire into the South Sea, and so around about the circumference of the whole earth, begun in the yere 1586, and finished 1588, 1598–1600, Volume XI. Darwin, Charles, Geological Observations on the Volcanic Islands, Chapter 4, Smith, Elder & Co., London, 1844. Duncan, Francis, A Description of the Island of St Helena Containing Observations on its Singular Structure and Formation and an Account of its Climate, Natural History, and Inhabitants, London, Printed For R Phillips, 6 Bridge Street, Blackfriars, 1805 Janisch, Hudson Ralph, Extracts from the St Helena Records, Printed and Published at the "Guardian" Office by Benjamin Grant, St Helena, 1885 Van Linschoten, Iohn Huighen, His Discours of Voyages into ye Easte & West Indies, Wolfe, London, 1598 Melliss, John C. M., St Helena: A Physical, Historical and Topographical Description of the Island Including Geology, Fauna, Flora and Meteorology, L. Reeve & Co, London, 1875 Schulenburg, A.H., St Helena Historiography, Philately, and the "Castella" Controversy, South Atlantic Chronicle: The Journal of the St. Helena, Ascension and Tristan da Cunha Philatelic Society, Vol. XXIII, No.3, pp. 3–6, 1999 Bruce, I. T., Thomas Buce: St Helena Postmaster and Stamp Designer, Thirty years of St Helena, Ascension and Tristan Philately, pp 7–10, 2006, Crallan, Hugh, Island of St Helena, Listing and Preservation of Buildings of Architectural and Historic Interest, 1974 Kitching, G. C., A Handbook of St Helena Including a short History of the island Under the Crown Eriksen, Ronnie, St Helena Lifeline, Mallet & Bell Publications, Norfolk, 1994, Denholm, Ken, South Atlantic Haven, a Maritime History for the Island of St Helena, published and printed by the Education Department of the Government of St Helena Evans, Dorothy, Schooling in the South Atlantic Islands 1661–1992, Anthony Nelson, 1994, Hibbert, Edward, St Helena Postal History and Stamps, Robson Lowe Limited, London, 1979 Weider, Ben & Hapgood, David The Murder of Napoleon (1999) contains descriptions of the island and its inhabitants at the time of Napoleon's incarceration. A much more comprehensive list of inhabitants between 1815–1821 is provided by Chaplin, Arnold, A St Helena's Who's Who or a Directory of the Island During the Captivity of Napoleon, published by the author in 1914. This has recently been republished under the title Napoleon's Captivity on St Helena 1815–1821, Savannah Paperback Classics, 2002, This article may incorporate some text from the Encyclopædia Britannica, Eleventh Edition, a publication now in the public domain. External links The Saint Helena Virtual Library and Archive St Helena – From the 1910 version of the Catholic Encyclopedia. Island History – various island history topics
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Pre-colonial history Before the arrival of Europeans and Africans in the 16th century, various Amerindian groups passed through or settled on St. Vincent and the Grenadines, including the Ciboney, Arawak, and Carib people. These groups likely originated in the Orinoco Valley of South America and migrated north through Trinidad and the Lesser Antilles. By the time Christopher Columbus passed near St. Vincent on his third voyage in 1498, the Caribs occupied the island after displacing the Arawaks a few centuries earlier. Early European contacts Columbus and the Spanish conquistadors largely ignored St. Vincent and the smaller Grenadine islands nearby, but focused instead on the pursuit of gold and silver in Central and South America. They did embark on slaving expeditions in and around St. Vincent following royal sanction in 1511, driving the Carib inhabitants to the rugged interior, but the Spanish made no attempt to settle the island. Carib Indians aggressively prevented European settlement on St. Vincent until the 18th century. African slaves, whether shipwrecked or escaped from St. Lucia or Grenada and seeking refuge in St. Vincent, intermarried with the Caribs and became known as "black Caribs". Now those of mixed African-Carib ancestry are known as Garifuna. Established date is around 1511, over 444 years later. French and British colonisation and the Carib Wars The first Europeans to occupy St. Vincent were the French. However, following a series of wars and peace treaties, the islands were eventually ceded to the British. While the English were the first to lay claim to St. Vincent in 1627, the French (centered on the island of Martinique) would be the first European settlers on the island when they established their first colony at Barrouallie on the Leeward side of St. Vincent in 1719. The French settlers cultivated coffee, tobacco, indigo, corn, and sugar on plantations worked by African slaves. St. Vincent was ceded to Britain by the Treaty of Paris (1763). From 1763 until independence, St. Vincent passed through various stages of colonial status under the British. Friction between the British and the Caribs led to the First Carib War. The First Carib War (1769–1773) was fought over British attempts to extend colonial settlements into Black Carib territories, and resulted in a stalemate and an unsatisfactory peace agreement. Led primarily by Black Carib chieftain Joseph Chatoyer, the Caribs successfully defended the windward side of the island against a military survey expedition in 1769, and rebuffed repeated demands that they sell their land to representatives of the British colonial government. Frustrated by what they saw as intransigence, the British commissioners launched a full-scale military assault on the Caribs in 1772 with the objective of subjugating and deporting them from the island. British unfamiliarity with the windward lands of the island and effective Carib defence of the island's difficult mountain terrain blunted the British advance, and political opposition to the expedition in London prompted an enquiry and calls for it to be ended. With military matters at a stalemate, a peace agreement was signed in 1773 that delineated boundaries between British and Carib areas of the island. A representative assembly was authorized by the British in 1776. France captured Saint Vincent in 1779 during the American War of Independence, but it was restored to Britain by the Treaty of Versailles (1783). The Second Carib War begun in March 1795 by the Caribs, who harboured long-standing grievances against the British colonial administration, and were supported by French Revolutionary advisors including the radical Victor Hugues. The Caribs successfully gained control of most of the island except for the immediate area around Kingstown, which was saved from direct assault on several occasions by the timely arrival of British reinforcements. British efforts to penetrate and control the interior and windward areas of the island were repeatedly frustrated by incompetence, disease, and effective Carib defences, which were eventually supplemented by the arrival of some French troops from Martinique. A major military expedition by General Ralph Abercromby was eventually successful in crushing the Carib opposition in 1797. More than 5,000 black Caribs were deported from Saint Vincent first to the island of Baliceaux, off Bequia, where half of them died in concentration camps, and then to the island of Roatán off the coast of present-day Honduras, where they later became known as the Garifuna people. Like the French before them, the British also used African slaves to work plantations of sugar, coffee, indigo, tobacco, cotton and cocoa. Decades after the success of the Haitian Revolution, the British abolished slavery in 1834; full emancipation was achieved in 1838. The economy then went into a period of decline with many landowners abandoning their estates and leaving the land to be cultivated by liberated slaves. The resulting labour shortages on the plantations attracted Portuguese immigrants in the 1840s and East Indians in the 1860s as laborers. Conditions remained harsh for both former slaves and immigrant agricultural workers, as depressed world sugar prices kept the economy stagnant until the turn of the 20th century. A Crown Colony government was installed in 1877, a Legislative Council created in 1925, and universal adult suffrage granted in 1951. During this period, the British made several unsuccessful attempts to affiliate St. Vincent with other Windward Islands in order to govern the region through a unified administration. The most notable was the West Indies Federation, which collapsed in 1962. The La Soufriere volcano erupted in 1812 and 1902 when much of the island was destroyed and many people were killed. In 1979 it erupted again, this time with no fatalities. In the same year, St Vincent and The Grenadines gained full independence from Britain, while remaining a member of the Commonwealth of Nations. Self-rule and independence St. Vincent was granted associate statehood status on October 27, 1969, giving it complete control over its internal affairs. Following a referendum in 1979, St. Vincent and the Grenadines became the last of the Windward Islands to gain independence on 27 October 1979. In November 2020, Ralph Gonsalves, Prime Minister of Saint Vincent and the Grenadines since 2001, made history by securing the fifth consecutive victory of his Unity Labour Party (ULP) in general election. Natural disasters Natural disasters have plagued the country throughout the 20th century. In 1902, Soufrière volcano erupted, killing 2,000 people. Much farmland was damaged, and the economy deteriorated. In April 1979, La Soufrière erupted again. Although no one was killed, thousands had to be evacuated, and there was extensive agricultural damage. The island also suffers from hurricanes. On September 11, 1898, six hours of a terrible hurricane devastated Barrouallie, which was almost completely destroyed. More recently, in 1980 and 1987, hurricanes devastated banana and coconut plantations; 1998 and 1999 also saw very active hurricane seasons, with Hurricane Lenny in 1999 causing extensive damage to the west coast of the island. In 2021, on 9 April, the La Soufrière volcano erupted, sending ash several miles into the atmosphere. Approximately 16,000 people were evacuated in the days leading up to the eruption. See also British colonization of the Americas French colonization of the Americas History of the Americas History of the British West Indies History of North America History of the Caribbean List of prime ministers of Saint Vincent and the Grenadines Politics of Saint Vincent and the Grenadines Saint Vincent and the Grenadines Spanish colonization of the Americas References Further reading Gonsalves, Ralph E. 2007. History and the Future: A Caribbean Perspective. Quik-Print, Kingstown, St. Vincent. Rogozinski, January 2000. A Brief History of the Caribbean: From the Arawak and Carib to the Present. Plume, New York, New York. Williams, Eric. 1964. British Historians and the West Indies, P.N.M. Publishing, Port-of-Spain. External links St. Vincent Timeline
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This article is about the demographic features of the population of São Tomé and Príncipe, including population density, ethnicity, education level, health of the populace, economic status, religious affiliations and other aspects of the population. Of São Tomé and Príncipe's total population of some 201,800, about 193,380 live on São Tomé and 8,420 on Príncipe. All are descended from various ethnic groups that have migrated to the islands since 1485. 70% of the people on São Tomé and Príncipe are black and 30% of the people are mixed race, mostly black and white. Six groups are identifiable: Luso-Africans, or mixed-heritage, descendants of Portuguese colonists and African slaves brought to the islands during the early years of settlement from Benin, Gabon, the Republic of the Congo, the Democratic Republic of the Congo, and Angola (these people also are known as filhos da terra or "children of the land"); Angolares, reputedly descendants of Angolan slaves who survived a 1540 shipwreck and now earn their livelihood fishing; Forros, descendants of freed slaves when slavery was abolished; Serviçais, contract laborers from Angola, Mozambique, and Cape Verde, living temporarily on the islands; Tongas, children of servicais born on the islands; and Europeans, primarily Portuguese. Asians, mostly Chinese minority, including Macanese people of mixed Portuguese and Chinese blood from Macau. Although a small country, São Tomé and Príncipe has four national languages: Portuguese (the official language, spoken by 95% of the population), and the Portuguese-based creoles Forro (85%), Angolar (3%) and Principense (0.1%). French is also learned in schools, as the country is a member of Francophonie. In the 1970s, there were two significant population movements—the exodus of most of the 4,000 Portuguese residents and the influx of several hundred São Toméan refugees from Angola. The islanders have been absorbed largely into a common Luso-African culture. Almost all belong to the Roman Catholic, Evangelical Protestant, or Seventh-day Adventist churches, which in turn retain close ties with churches in Portugal. There is a small but growing Muslim population. Population According to the total population was in , compared to only 60,000 in 1950. The proportion of children below the age of 15 in 2010 was 40.3%, 55.8% was between 15 and 65 years of age, while 3.9% was 65 years or older . Vital statistics Registration of vital events is in São Tomé & Príncipe not available for recent years. The Population Departement of the United Nations prepared the following estimates. Births and deaths Fertility Rate (The Demographic Health Survey) Fertility Rate (TFR) (Wanted Fertility Rate) and CBR (Crude Birth Rate): Fertility data as of 2008-2009 (DHS Program): Life expectancy Other demographic statistics Demographic statistics according to the World Population Review in 2019. One birth every 76 minutes One death every 360 minutes One net migrant every 480 minutes Net gain of one person every 120 minutes The following demographic are from the CIA World Factbook unless otherwise indicated. Population 204,454 (July 2018 est.) Age structure 0-14 years: 41.2% (male 42,825 /female 41,403) 15-24 years: 21.01% (male 21,767 /female 21,188) 25-54 years: 31.03% (male 31,218 /female 32,229) 55-64 years: 3.93% (male 3,708 /female 4,332) 65 years and over: 2.83% (male 2,545 /female 3,239) (2018 est.) Median age total: 18.7 years. Country comparison to the world: 207th male: 18.3 years female: 19.1 years (2018 est.) Birth rate 31.5 births/1,000 population (2018 est.) Country comparison to the world: 32nd Death rate 6.7 deaths/1,000 population (2018 est.) Country comparison to the world: 138th Total fertility rate 4.11 children born/woman (2018 est.) Country comparison to the world: 31st Population growth rate 1.66% (2018 est.) Country comparison to the world: 62nd Mother's mean age at first birth 19.4 years (2008/09 est.) note: median age at first birth among women 25-29 Contraceptive prevalence rate 40.6% (2014) Net migration rate -8.3 migrant(s)/1,000 population (2017 est.) Country comparison to the world: 207th Dependency ratios total dependency ratio: 86.7 (2015 est.) youth dependency ratio: 81.1 (2015 est.) elderly dependency ratio: 5.6 (2015 est.) potential support ratio: 17.8 (2015 est.) Urbanization urban population: 72.8% of total population (2018) rate of urbanization: 3.33% annual rate of change (2015-20 est.) Life expectancy at birth total population: 65.7 years (2018 est.) male: 64.3 years (2018 est.) female: 67.1 years (2018 est.) total population: 65.25 years male: 63.84 years female: 66.7 years (2000 est.) Sex ratio at birth: 1.03 male(s)/female under 15 years: 1.03 male(s)/female 15–64 years: 0.93 male(s)/female 65 years and over: 0.84 male(s)/female total population: 0.97 male(s)/female (2000 est.) Nationality noun: São Toméan(s) adjective: São Toméan Ethnic groups Mestiços, angolares (descendants of Angolan slaves), forros (descendants of freed slaves), serviçais (contract laborers from Angola, Mozambique, and Cape Verde), tongas (children of serviçais born on the islands) and Europeans (primarily Portuguese) Religions Roman Catholic 55.7%, Adventist 4.1%, Assembly of God 3.4%, New Apostolic 2.9%, Mana 2.3%, Universal Kingdom of God 2%, Jehovah's Witness 1.2%, Other 6.2%, None 21.2%, Unspecified 1% (2012 est.) Languages Portuguese 98.4% (official), Forro 36.2%, Cabo Verdian 8.5%, French 6.8%, Angolar 6.6%, English 4.9%, Lunguie 1%, Other (including sign language) 2.4% Literacy definition: age 15 and over can read and write total population: 74.9% (2015 est.) male: 81.8% (2015 est.) female: 68.4% (2015 est.) total population: 73% male: 85% female: 62% (1991 est.) School life expectancy (primary to tertiary education) total: 12 years (2015) male: 12 years (2015) female: 13 years (2015) Unemployment, youth ages 15-24 total: 20.8% (2012 est.) References Sao Tome São Tomé and Príncipe society
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There are a number of modes of transport in Seychelles. Seychelles possesses transportation systems that include 453km of roads (of which 400km are paved), seaports, and airports. The country lacks railways. The main seaport is Victoria, and Seychelles has no merchant marine. There are fourteen airports in Seychelles, the major ones including Seychelles International Airport and Praslin Island Airport. Of the fourteen airports, six have runways that are paved. In rural areas, especially on La Digue, a popular way of public transport is by using ox-carts. References Much of the material in this article is sourced from the CIA World Factbook.
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Slovenia is situated at the crossroads of central and southeast Europe, touching the Alps and bordering the Adriatic Sea. The Alps—including the Julian Alps, the Kamnik-Savinja Alps and the Karawank chain, as well as the Pohorje massif—dominate northern Slovenia along its long border to Austria. Slovenia's Adriatic coastline stretches approximately from Italy to Croatia. Its part south of Sava river belongs to Balkan peninsula – Balkans. The term karst originated in southwestern Slovenia's Karst Plateau (), a limestone region of underground rivers, gorges, and caves, between Ljubljana and the Mediterranean. On the Pannonian plain to the east and northeast, toward the Croatian and Hungarian borders, the landscape is essentially flat. However, the majority of Slovenian terrain is hilly or mountainous, with around 90% of the surface 200 meters or more above sea level. Location Slovenia's location is where southeastern and Central Europe meet, where the Eastern Alps border the Adriatic Sea between Austria and Croatia. The 15th meridian east almost corresponds to the middle line of the country in the direction west–east. Geographic coordinates Extreme geographical points of Slovenia: North: , Municipality of Šalovci, South: , Municipality of Črnomelj, East: , Municipality of Lendava, West: , Municipality of Kobarid. The maximum north–south distance is 1°28' or . The maximum east–west distance is 3°13' or . The geometric centre of Slovenia (GEOSS) is located at . Since 2016, the geodetic system of Slovenia with the elevation benchmark of 0 m has its origin at the Koper tide gauge station. Until then, it referred to the Sartorio mole in Trieste (see metres above the Adriatic). Area Total: 20,273 km2 Land: 20,151 km2 Water: 122 km2 Comparison: slightly smaller than New Jersey Borders Land boundaries Total: 1,086 km Border countries: Austria 330 km, Croatia 455 km, Italy 199 km, Hungary 102 km Coastline: 46.6 m (~ 47 km) Maritime claims: The entire Slovenian coastline is located on the Gulf of Trieste. Towns along the coastline include: Koper Izola Portorož Piran Regions Historical regions The traditional Slovenian regions, based on the former division of Slovenia into the four Habsburg crown lands (Carniola, Carinthia, Styria, and the Littoral) and their parts, are: Upper Carniola (Gorenjska) (denoted on the map by U.C.) Styria (Štajerska) (S) Prekmurje (P) Carinthia (Koroška) (C) Inner Carniola (Notranjska) (I.C.) Lower Carniola (Dolenjska) (L.C.) Gorizia (Goriška) (G) Slovenian Istria (Slovenska Istra) (L) The last two are usually considered together as the Littoral Region (Primorska). White Carniola (Bela krajina), otherwise part of Lower Carniola, is usually considered a separate region, as is the Central Sava Valley (Zasavje), which is otherwise a part of Upper and Lower Carniola and Styria. Slovenian Littoral has no natural island, but there is a plan on building an artificial one. Climate Humid subtropical climate (Cfa) on the coast, oceanic climate (Cfb) in most of Slovenia, continental climate with mild to hot summers and cold winters (Dfb) in the plateaus and mountains on the north, subpolar (Dfc) and tundra (ET) climate above the treeline on the highest mountain peaks. Precipitation is high away from the coast, with the spring being particularly prone to rainfall. Slovenia's Alps have frequent snowfalls during the winter. Terrain A short coastal strip on the Adriatic Sea, an alpine mountain region adjacent to Italy and Austria, mixed mountain and valleys with numerous rivers to the east. There is only one natural island in Slovenia: Bled Island in Lake Bled in the country's northwest. Lake Bled and Bled Island are Slovenia's most popular tourist destination. Elevation extremes Lowest point: Adriatic Sea 0 m (tide gauge station in Koper) Highest point: Triglav Natural resources Lignite coal, lead, zinc, building stone, hydropower, forests Land use Arable land: 8.53% Permanent crops: 1.43% Other: 90.04% (2005) Irrigated land: 100 km2 (2003) Natural hazards: minor flooding and earthquakes Environment Current issues The Sava River polluted with domestic and industrial waste; pollution of coastal waters with heavy metals and toxic chemicals; forest damage near Koper from air pollution (originating at metallurgical and chemical plants) and resulting acid rain. International agreements Party to: Air Pollution, Air Pollution-Persistent Organic Pollutants, Air Pollution-Sulphur 94, Biodiversity, Climate Change, Climate Change-Kyoto Protocol, Endangered Species, Hazardous Wastes, Law of the Sea, Marine Dumping, Nuclear Test Ban, Ozone Layer Protection, Ship Pollution (MARPOL 73/78), Wetlands, Whaling Signed, but not ratified: See also List of mountains in Slovenia Online map services of Slovenia Protected areas of Slovenia Slovene Riviera (Slovenska obala) References External links – Geodesic Institute of Slovenia – Detailed Topographic and Orthophoto maps of Slovenia
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As of 1 January 2020, Spain had a total population of 47,431,256, which represents a 0.9% increase since 2019. The modern Kingdom of Spain results from the accretion of several independent Iberian realms, like León, Castile, Navarre, the Crown of Aragon, and Granada, among others. Spain's population peaked in 2019, surpassing for the first time in history 47 million inhabitants. As of January 2020, there were already 47,431,256 people living in Spain. Its population density, at , is lower than other Western European countries yet, with the exception of microstates, it has the highest real density population in Europe, based on density of inhabited areas. With the exception of the capital Madrid, the most densely populated areas lie around the coast. The population of Spain doubled during the twentieth century, but the pattern of growth was extremely uneven due to large-scale internal migration from the rural interior to the industrial cities. Eleven of Spain's fifty provinces saw an absolute decline in population over the century. The last quarter of the century saw a dramatic fall in birth rates. Spain's fertility rate of 1.47 (the number of children the average woman will have during her lifetime) has climbed every year since the late 1990s. The birth rate has climbed in 10 years from 9.10 births per 1000 people per year in 1996 to 10.9 in 2006. Immigration and Demographic Issues The population of Spain doubled during the twentieth century as a result of the demographic boom in the 1960s and early 1970s. After that time, the birth rate fell during the 1980s and Spain's population became stalled. Many demographers have linked Spain's very low fertility rate to the country's lack of a family support policy. Spain spends the least on family support out of all western European countries—0.5% of GDP. A graphic illustration of the enormous social gulf in this field is the fact that a Spanish family would need to have 57 children to enjoy the same financial support as a family with 3 children in Luxembourg. In terms of emigration vs. immigration, after decades of net emigration after the Spanish Civil War, Spain has experienced massive large-scale immigration for the first time in modern history over the past 30 years. As of 2020, there were 7,231,195 foreign-born people in Spain, making up to 15.23% of the Spanish population including 5,015,263 (10.57%) born in a non-European country. Of these, 5,434,153 (11.45%) didn't have the Spanish citizenship. This makes Spain one of the world's preferred destinations to immigrate to, being the 4th country in Europe by immigration numbers and the 10th worldwide. Of these, more than 860,000 were Romanian, and 760,000 were Moroccan while the number of Ecuadorians was around 390,000. Colombian population amounted to around 300,000. There are also a significant number of British (359,076 as of 2011, but more than one million are estimated to live permanently in Spain) and German (195,842) citizens, mainly in Alicante, Málaga provinces, Balearic Islands and Canary Islands. Chinese number over 166,000. Immigrants from several sub-Saharan African countries have also settled in Spain as contract workers, although they represent only 4.08% of all the foreign residents in the country. During the early 2000s, the mean year-on-year demographic growth set a new record with its 2003 peak variation of 2.1%, doubling the previous record reached back in the 1960s when a mean year-on-year growth of 1% was experienced. In 2005 alone, the immigrant population of Spain increased by 700,000 people. The arrival of migrating young adults was the main reason for the slight increase in Spain's fertility rate. From 2002 through 2008 the Spanish population grew by 8%, of which 7% were foreign. Population by country of birth as of 2020: Vital statistics Notable events in modern Spanish demography: Late 19th century and early 20th century: Relative economic stagnation and mass emigration to American countries. 1918. Flu pandemic, over 200,000 dead in Spain. 1936. Start of the Spanish Civil War. 1939. End of the Civil War. Establishment of a Fascist dictatorship, Start of rationing policies. Deepening of economic depression, mass emigration to European and American countries due to economic and political motives (Republican exile). 1941. Approval of benefits for large families, with at least four children. 1945. Establishment of tax deductions for parents. 1952. End of rationing policies. 1975. End of the dictatorship, mass return of emigrated people. 1977. Legalization of contraception. Decline of birth rates. 1985. Legalization of abortion. 1988. After centuries of outwards emigration, the first events of illegal immigration from Africa occur. 1991. Spain becomes a net receiver of immigrants, after decades of mass emigration. 1994. Lowering of threshold of requirements to become a large family, only three children needed. 2007. Approval of €2,500 benefit for births. 2010. Legalization of abortion on demand. 2011. Withdrawal of the €2,500 benefit for births. 2015. First negative natural change since the Civil War due to the aging of Spanish population. Life expectancy from 1882 to 2015 Sources: Our World In Data and the United Nations. 1882-1950 1950-2015 Source: UN World Population Prospects Total Fertility Rate from 1850 to 1899 The total fertility rate is the number of children born per woman. It is based on fairly good data for the entire period. Sources: Our World In Data and Gapminder Foundation. Statistics since 1900 † = as of 1 January 2019 and 2020. In 2020 262,982 (77.5%) babies were born to mothers with Spanish nationality (including naturalized immigrants), 25,861 (7.6%) to mothers with an African nationality (including North Africa), 23,395 (6.9%) to mothers with an American nationality (both North and South America), 20,089 (5.9%) to mothers with a European nationality (both EU and non-EU countries of Europe), and 6,751 (2.0%) to mothers with an Asian nationality. Current vital statistics Other demographic statistics The following demographic statistics are from the World Population Review in 2019. One birth every minute One death every minute Net gain of one person every 131 minutes One net migrant every 13 minutes The following demographic statistics are from the CIA World Factbook, unless otherwise indicated. Population 46.723 million (Jan 2018 est.) Age structure 0-14 years: 15.02% (male 3,861,522/female 3,650,085) 15-24 years: 9.9% (male 2,557,504/female 2,392,498) 25-54 years: 43.61% (male 11,134,006/female 10,675,873) 55-64 years: 12.99% (male 3,177,080/female 3,319,823) 65 years and over: 18.49% (male 3,970,417/female 5,276,984) (2020 est.) 0-14 years: 15.3% (male 3,872,763/female 3,656,549) 15-24 years: 9.5% (male 2,424,352/female 2,267,429) 25-54 years: 44.9% (male 11,214,102/female 10,775,039) 54-64 years: 12.1% (male 2,899,088/female 3,044,111) 65 years and over: 17.9% (male 3,763,989/female 5,040,737) (2017 est.) 0-14 years: 14.4% (male 3,423,861/female 3,232,028) 15-64 years: 69.1% (male 16,185,575/female 15,683,433) 65 years and over: 16.5% (male 3,238,301/female 4,394,624) (2008 est.) Median age total: 43.9 years. Country comparison to the world: 21st male: 42.7 years female: 45.1 years (2020 est.) total: 42.7 years male: 41.5 years female: 43.9 years (2017 est.) Birth rate 8.05 births/1,000 population (2021 est.) Country comparison to the world: 212th 9.2 births/1,000 population (2017 est.) Death rate 9.78 deaths/1,000 population (2021 est.) Country comparison to the world: 55th Total fertility rate 1.51 children born/woman (2021 est.) Country comparison to the world: 207th Net migration rate 1.39 migrant(s)/1,000 population (2021 est.) Country comparison to the world: 11th 7.8 current migrant(s)/1,000 population (2017 est.) Population growth rate -0.03% (2021 est.) Country comparison to the world: 143th 0.78% (2017 est.) Mother's mean age at first birth 30.9 years (2017 est.) Life expectancy at birth total population: 82.21 years. Country comparison to the world: 29nd male: 79.22 years female: 85.39 years (2021 est.) Infant mortality rate 3.14 deaths/1,000 live births (2021 est.). Country comparison to the world: 216th Sex ratio at birth: 1.07 male(s)/female under 15 years: 1.06 male(s)/female 15-64 years: 1.02 male(s)/female 65 years and over: 0.75 male(s)/female total population: 0.98 male(s)/female (2020 est.) Literacy definition: age 15 and over can read and write (2018 est.) total population: 98.4% male: 98.9% female: 98.0% School life expectancy (primary to tertiary education) total: 18 years male: 17 years female: 18 years (2018) Unemployment, youth ages 15–24 total: 34.3%. Country comparison to the world: 24th male: 35.2% female: 33.3% (2018 est.) Nationality See also : Nationalities and regions of Spainnoun:Spaniard(s)adjective:Spanish Metropolitan areas The largest metropolitan areas in 2007 were: Madrid 6,489,162 Barcelona 5,375,774 Valencia 1,705,742 Seville 1,519,639 Bilbao 950,155 Málaga 897,563 Asturias (Gijón–Oviedo–Avilés) 857,079 Alicante–Elche 748,565 Zaragoza 731,803 Vigo - Pontevedra 662,412 Las Palmas de Gran Canaria 616,903 Bahía de Cádiz (Cádiz–Jerez de la Frontera) 615,494 Santa Cruz de Tenerife 573,825 Murcia 563,272 Palma de Mallorca 474,035 Granada 472,638 San Sebastián 402,168 Tarragona 406,042 A Coruña 403,007 Valladolid 400,400 Santander–Torrelavega 391,480 Córdoba 323,600 Pamplona 309,631 Islands Islander population: Tenerife 886,033 Majorca 846,210 Gran Canaria 829,597 Lanzarote 132,366 Ibiza 113,908 Fuerteventura 94,386 Menorca 86,697 La Palma 85,933 La Gomera 22,259 El Hierro 10,558 Formentera 7,957 Arousa 4,889 La Graciosa 658 Tabarca 105 Ons 61 Ethnic groups Definition of ethnicity or nationality in Spain is fraught politically. The term "Spanish people" (pueblo español) is defined in the 1978 constitution as the political sovereign, i.e. the citizens of the Kingdom of Spain. The same constitution in its preamble speaks of "peoples and nationalities of Spain" (pueblos y nacionalidades de España) and their respective cultures, traditions, languages and institutions. The formerly nomadic Gitanos and Mercheros are distinctly marked by endogamy and discrimination but they are dispersed through the country. The native Canarians are partly the descendants of the North African population of the Canary Islands prior to Spanish colonization in the 15th century although many Spaniards have varying levels of North African admixture as a result of the Islamic period. Also included are many Spaniard citizens who are descendants of people from Spain's former colonies, mostly from Equatorial Guinea, Argentina, Dominican Republic, Ecuador, Peru, Colombia, Morocco and the Philippines. There is also a sizable number of Spaniards of Eastern European, Maghrebian, Sub Saharan-African, South Asian and Middle Eastern descent. As of 2019, native-born Spanish citizens of all ethnic groups make up 84.6% of the total population, and 15.4% are immigrants, both naturalized and foreign. Among the immigrants, around 45% of them come from Spain's former territories in America (primarily Ecuador, Peru, Venezuela and Colombia). The rest are predominantly North African, Eastern European and Western European. Foreign population As of 2018, the region had a foreign population of 4,734,691. The largest groups of foreigners were those of Moroccan, Romanian, British, Chinese and Italian citizenship. Meanwhile, Spain had a foreign-born population of 6,742,948, being those born in the Americas the largest group, and Europe being the second most common continent of origin after South America. Religions The Reconquista was the long process by which the Catholics reconquered Spain from Islamic rule by 1492. The Spanish Inquisition was established in 1478 to complete the religious orthodoxy of the Iberian Peninsula. In the centuries that followed, Spain saw itself as the bulwark of Catholicism and doctrinal purity; since then, Catholicism has been the main religion in Spain.* Payne, Stanley G. Spanish Catholicism: An Historical Overview (1984) Spanish missionaries carried Catholicism to the Americas and the Philippines, establishing various missions in the newly colonized lands. The missions served as a base for both administering colonies as well as spreading Christianity. The Spanish Constitution of 1978 abolished Catholicism as the official state religion, but recognizing the role it plays in Spanish society. From the end of the Francoist dictatorship to the present day, a secularization process has taken place that has meant a progressive decrease in religious practice, in the attendance at the different religious rites (baptisms, communions and Catholic marriages) and in the percentage of Spaniards who identify as Catholic, Consequently, a majority of Spaniards today ignore Catholic doctrines on matters such as pre-marital sex, homosexuality and contraception. Despite the drop, Catholic identity nevertheless remains an important part of Spain's culture. , 68.5% of the population define themselves as Catholic, 26.4% as non-believers or atheists, and 2.6% other religions according to the official Spanish Center for Sociological Research. Among believers, 59% assert they almost never go to any religious service, by contrast, 16.3% attend one or more religious service almost every week. A study made by the Union of Islamic Communities of Spain demonstrated that there were about 1,700,000 inhabitants of Muslim background living in Spain , accounting for 3–4% of the total population of Spain. The vast majority was composed of immigrants and descendants originating from Morocco and other African countries. More than 514,000 (30%) of them had Spanish nationality. Languages Spanish 99% (88% mother tongue) (official nationwide) Catalan 16% (9% mother tongue) (co-official in Catalonia, Balearic Islands, and Valencia — see Valencian) Galician 7% (5% mother tongue) (co-official in Galicia) Basque 1.6% (1% mother tongue) (co-official in Basque Country and designated areas in Navarre). Aranese (a variant of Gascon Occitan) is co-official in Val d'Aran, a small valley in the Pyrenees.Others with no official status:'' Asturian-Leonese (in the former Kingdom of León and Asturias) Aragonese (in the province of Huesca, Aragon) Arabic (in the autonomous city of Ceuta) Berber (in the autonomous city of Melilla) Literacy Definition: people of age 15 and over can read and write. Amount of population ≥ 15 that can read and write: 97.7%. Educational system About 70% of Spain's student population attends public schools or universities. The remainder attend private schools or universities, many of which are operated by the Catholic Church. Compulsory education begins with primary school or general basic education for ages 6–16. It is free in public schools and in many private schools, most of which receive government subsidies. Following graduation, students attend either a secondary school offering a general high school diploma or a school of professional study in all fields – law, sciences, humanities, and medicine – and the technical schools offer programs in engineering and architecture. Notes See also Health in Spain List of Spaniards Romani people in Spain Ranked list of Spanish autonomous communities References External links Spanish Instituto Nacional de Estadística Statistical data about demography and population Build Spanish population graph 1960 - 2013 (World Bank data) Build Spanish population projection graph till 2100 (United Nation data) Build Spanish life expectancy at birth graph 1950 - 2013 (United Nation data)
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The Republic of Suriname () has a number of forms of transport. Transportation emissions are an increasing part of Suriname's contributions to climate change, as part of the Nationally Determined Contributions for the Paris Agreement, Suriname has committed to emissions controls for vehicles and increased public transit investment. Railways Railways, total: 166 km single track. standard gauge: 80 km gauge in West-Suriname, but not in use. This stretch was constructed as part of the West Suriname Plan. narrow gauge: 86 km gauge Lawa Railway from Onverwacht to Sarakreek, currently not in use. In 2014, a plan had been announced to reopen the line between Onverwacht and Paramaribo Central Station. The intention was for the line to be extended onto Paramaribo Adolf Pengel Airport, but as of May 2020, the project has not started. Rail links with adjacent countries None Highways Afobakaweg The Afobakaweg is a paved 2-lane road connecting Paranam with Afobaka, the location of the Afobaka Dam. The road connects northwards to Paramaribo and the East-West Link. The Afobakaweg has two major branches: One paved branch leads to Brokopondo, and another paved branch leads to Pokigron via Brownsweg. A further extension of the Pokigron branch to Brazil via Vier Gebroeders is as of May 2020 still in the planning phase. Desiré Delano Bouterse Highway On 15 May 2020, the Desiré Delano Bouterse Highway opened, and is the first motorway of Suriname, providing a faster connection between Paramaribo and the Johan Adolf Pengel International Airport. East-West Link A major road is the 2-lane East-West Link connecting Albina to Nieuw Nickerie. The road was fully paved on 17 December 2009. There is a Southern East-West Link connecting Paramaribo with Apoera via Bitagron, however it is mainly unpaved. Statistics total: 4,304 km (2003) paved: 1,119 km (2003) highway: 9.6 km (2020) unpaved: 3,174 km (2003) NOTE: Driving is on the left. Suriname and its neighbour Guyana are the only two countries on the (in-land) American continent which still drive on the left. Road links with adjacent countries Guyana - Yes, ferry from Nieuw-Nickerie to Corriverton. Brazil - None. French Guiana - Yes, ferry from Albina to Saint-Laurent-du-Maroni. Waterways 1,200 km; most important means of transport; oceangoing vessels with drafts ranging up to 7 m can navigate many of the principal waterways. Ports and harbours Albina Moengo Nieuw-Nickerie Paramaribo: Jules Sedney Harbour is the main harbour for cargo. Paramaribo: Waterkant is used by ferries. Paranam Wageningen Merchant marine total: 10 ships. ships by type: (2018) cargo ship 5 petroleum tanker 3 other 2 Airports 55 (2013) List of airports in Suriname Paved runways total: 6 over 3,047 m: 1 under 914 m: 5 (2013) Unpaved runways total: 49 914 to 1,523 m: 4 under 914 m: 45 (2013) See also Rail transport by country References External links
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The Syrian Arab Armed Forces () are the military forces of the Syrian Arab Republic. They consist of the Syrian Arab Army, Syrian Arab Air Force, Syrian Arab Navy, Syrian Arab Air Defense Force, and paramilitary forces, such as the National Defence Force. According to the Syrian constitution, the President of Syria is the Commander-in-Chief of the Armed Forces. The military is a conscripted force; males serve in the military upon reaching the age of 18, but they are exempted from service if they do not have a brother who can take care of their parents. Since the Syrian Civil War, the enlisted members of the Syrian military have dropped by over half from a pre-civil war figure of 325,000 to 150,000 soldiers in the army in December 2014, due to casualties, desertions and draft dodging, reaching between 178,000 and 220,000 soldiers in the army, in addition to 80,000 to 100,000 irregular forces. Before the start of the Syrian Civil War, the obligatory military service period was being decreased over time. In 2005, it was reduced from two and a half years to two years, in 2008 to 21 months and in 2011 to a year and a half. Since the Syrian Civil War the Syrian government has reportedly engaged in arrest campaigns and enacted new regulations, with citizens who have completed mandatory conscription being called up for reserve duty. History The French Mandate volunteer force, which would later become the Syrian army, was established in 1920 with the threat of Syrian−Arab nationalism in mind. Although the unit's officers were originally all French, it was, in effect, the first indigenous modern Syrian army. In 1925 this force was expanded and designated the Special Troops of the Levant (Troupes Spéciales du Levant). In 1941, during World War II, the Army of the Levant participated in a futile resistance to the British and Free French invasion that ousted the Vichy French from Syria during the Syria–Lebanon Campaign. After the Allied takeover, the army came under the control of the Free French and was designated the Levantine Forces (Troupes du Levant). French Mandate authorities maintained a gendarmerie to police Syria's vast rural areas. This paramilitary force was used to combat criminals and political foes of the Mandate government. As with the Levantine Special Troops, French officers held the top posts, but as Syrian independence approached, the ranks below major were gradually filled by Syrian officers who had graduated from the Homs Military Academy, which had been established by the French during the 1930s. In 1938 the Troupes Spéciales numbered around 10,000 men and 306 officers (of whom 88 were French, mainly in the higher ranks). A majority of the Syrian troops were of rural background and minority ethnic origin, mainly Alawis, Druzes, Kurds and Circassians. By the end of 1945 the army numbered about 5,000 and the gendarmerie some 3,500. In April 1946 the last French officers were forced to leave Syria due to sustained resistance offensives; the Levantine Forces then became the regular armed forces of the newly independent state and grew rapidly to about 12,000 by the time of the 1948 Arab−Israeli War, the first of four Arab−Israeli wars involving Syria between 1948 and 1986. After the Second World War The Syrian Armed Forces fought in the 1948 Arab–Israeli War (against Israel) and were involved in a number of military coups. Between 1948 and 1967 a series of coups destroyed the stability of the government and any remaining professionalism within the armed forces. In March 1949 the chief of staff, Gen. Husni al-Za'im, installed himself as president. Two more military dictators followed by December 1949. Gen. Adib Shishakli then held power until deposed in the 1954 Syrian coup d'etat. Further coups followed, each attended by a purge of the officer corps to remove supporters of the losers from the force. In 1963 the Military Committee of the Syrian Regional Command of the Arab Socialist Ba'ath Party spent most of its time planning to take power through a conventional military coup. From the very beginning the Military Committee knew it had to capture al-Kiswah and Qatana—two military camps—seize control of the 70th Armored Brigade at al-Kiswah, the Military Academy in the city of Homs and the Damascus radio station. While the conspirators of the Military Committee were all young, their aim was not out of reach; the sitting regime had been slowly disintegrating and the traditional elite had lost effective political power over the country. A small group of military officers, including Hafez al-Assad, seized control in the March 1963 Syrian coup d'etat. Following the coup, Gen. Amin al-Hafiz discharged many ranking Sunni officers, thereby, Stratfor says, "providing openings for hundreds of Alawites to fill top-tier military positions during the 1963–1965 period on the grounds of being opposed to Arab unity. This measure tipped the balance in favor of Alawite officers who staged a coup in 1966 and for the first time placed Damascus in the hands of the Alawites." The Armed Forces were involved in the 1967 Six-Day War (against Israel). Since 1967 most of the Golan Heights territory of southwestern Syria has been under Israeli occupation. They then fought in the late 1960s War of Attrition (against Israel) and the 1970 Black September invasion of Jordan. During the Yom Kippur War of 1973 the Syrian Army launched an attack to liberate the occupied Golan Heights that was only narrowly repulsed with the help of the US. Since 1973 the cease-fire line has been respected by both sides, with very few incidents until the Syrian civil war. Syria was invited into Lebanon by that country's president in 1976, to intervene on the side of the Lebanese government against PLO guerilla and Lebanese Christian forces. The Arab Deterrent Force originally consisted of a Syrian core with participation by some other Arab League states. However, the other Arab League states withdrew their forces in the late 1970s. Occupation of Lebanon Syrian forces, still technically known as the Arab Deterrent Force, lingered in Lebanon throughout the Lebanese civil war (1975–90). Eventually the Syrians brought most of the nation under their control as part of a power struggle with Israel, which had occupied areas of southern Lebanon in 1978. In 1985, Israel began to withdraw from Lebanon, as a result of domestic opposition in Israel and international pressure. In the aftermath of this withdrawal, the War of the Camps broke out, with Syria fighting their former Palestinian allies. Following the end of the Lebanese civil war in 1990, the Syrian occupation of Lebanon continued until they themselves were also forced out by widespread public protest and international pressure. About 20,000 Syrian soldiers were deployed in Lebanon until 27 April 2005, when the last of Syria's troops left the country. Syrian forces have been accused of involvement in the murder of Rafiq al-Hariri, as well as continued meddling in Lebanese affairs, and an international investigation into the Hariri killing and several subsequent bomb attacks has been launched by the UN. Other engagements Engagements since 1979 have included the Muslim Brotherhood insurgency (1979–82), notably including the Hama massacre, the 1982 Lebanon War (against Israel) and the dispatch of the 9th Armored Division to Saudi Arabia in 1990–91, ahead of the Gulf War against Iraq. The 9th Armored Division served as the Arab Joint Forces Command North reserve and saw little action. Syria's force numbered ~20,000 in strength (the sixth-largest contingent) and its involvement was justified domestically as an effort to defend Saudi Arabia. Syria's initial involvement in Operation Desert Shield also rolled into the Allied Operation Desert Storm, as Syrian forces did participate in helping dislodge and drive Iraqi forces out of Kuwait City. Total losses sustained were two dead and one wounded. There were indications the Syrian government had been prepared to double its force to 40,000. Modernisation In recent years Syria has relied on Russian arms purchases to obtain modern weapons. Purchases have included anti-tank and air defense systems. In early September 2008 the Syrian government ordered MiG-29SMT fighters, Pantsir S1E air-defence systems, Iskander tactical missile systems, Yak-130 aircraft, and two Amur-1650 submarines from Russia. Russia's Foreign Minister Sergei Lavrov asserted that the sale wouldn't upset the balance of power in the Middle East and were "in line with . . . international law." Russia aims to turn the Russian naval base in Tartus into a permanent base. Israel and the US oppose further arms sales to Syria due to fears that the weapons could fall under the control of Iran or Hezbollah fighters in Lebanon. Syrian Civil War Since the Syrian Civil War began, the Armed Forces have been sent to fight insurgents. As the uprising progressed into civil war, some Sunni soldiers began to defect from the Syrian Armed Forces and came together under the banner of the Free Syrian Army. In March 2012 the Syrian government issued new travel restrictions for military-aged males. Under the new restrictions, reported by local Syrian news outlets, all males between 18–42 were banned from traveling outside the country. In a late June 2012 interview given by the FSA's Asharq Al-Awsat he claimed Riad al-Asaad said that about 20–30 Syrian officers defected to Turkey each day. On 18 July 2012 the Syrian Defense Minister Dawoud Rajha, former defense minister Hasan Turkmani and the president's brother-in-law Gen. Assef Shawkat were killed in a bomb attack in Damascus. Syrian intelligence chief Hisham Bekhityar and Head of the 4th Army Division Maher Al Assad—brother of President Assad—were also injured in the explosion. Since the start of the Syrian civil war, human rights groups say that the majority of abuses have been committed by the Syrian government's forces, and UN investigations have concluded that the government's abuses are the greatest in both gravity and scale. The branches of the Syrian Armed Forces that have committed war crimes include at least the Syrian Arab Army, Syrian Arab Air Force and the Syrian Military Intelligence. However the Syrian authorities deny these accusations and claim that irregular armed groups with foreign support are behind the atrocities, including Al Qaeda linked Insurgents. The numbers in the Syrian armed forces have reduced considerably during the Civil War, although estimates vary. Russian sources give higher estimates. In 2011, 300,000 reserves were reported in addition to regular forces. In 2014, Gazeta.ru reported that the regular army had reduced from 325,000 to 150,000 due to "mortality, desertions and deviations", but that this was supplemented by 60,000 Republican Guards and 50,000 Kurdish militias. In 2015, LifeNews still reported the same figures. Despite shrinking by nearly half from the 2011 beginning of the civil war by 2014, the Armed Forces have become much more flexible and capable, especially in anti-guerilla warfare. Their modus operandi switched from traditional Soviet-modeled conventional military forces into a force of smaller groups fighting in close-quarters guerrilla combat with an increasing role for junior officers. In September 2018, Statista Charts estimated that the Syrian military had lost 111 warplanes since the beginning of the civil war, including reconnaissance and attack drones. The Syrians lost most of their warplanes during the first four years of the war, with losses significantly decreasing after the Russian intervention into the war. Structure With its headquarters in Damascus, the Syrian military consists of air, ground and naval forces. Active personnel were estimated as 295,000 in 2011, with an additional 314,000 reserves. Paramilitary forces were estimated at 108,000 in 2011. Estimates of the declining size of the armed forces over time include141,400 as of June 2019. In 2011, the majority of the Syrian military were Sunni, but most of the military leadership were Alawites. Alawites made up 12% of the pre-war Syrian population but 70% of the career soldiers in the Syrian Army. A similar imbalance is seen in the officer corps, where some 80% of the officers are Alawites. The military's most elite divisions, the Republican Guard and the 4th Armored Division, which are commanded by Bashar al-Assad's brother Maher, are exclusively Alawite. Most of Syria's 300,000 conscripts in 2011 were, however, Sunni. Syrian Army In 1987 Joshua Sinai of the Library of Congress wrote that the Syrian Arab Army (SAA) was the dominant military service, and as such controlled the senior-most posts in the armed forces and had the most manpower, approximately 80% of the combined services. In 1987 Sinai wrote that the major development in force organization was the establishment of an additional divisional framework based on the special forces and the organization of ground formations into two corps. In 2010 the International Institute for Strategic Studies estimated army regulars at 220,000, with an additional 280,000 reserves. That figure was unchanged in the 2011 edition of the Military Balance, but in the 2013 edition, in the midst of the war, the IISS estimated that army strength was 110,000. By the end of 2017, analysts estimated the SAA to have just 25,000 combat-ready troops. The army's formations included three army corps (the 1st, 2nd, and 3rd), eight armored divisions (with one independent armored brigade), three mechanized divisions, one armored-special forces division and ten independent airborne-special forces brigades. The army had 11 divisional formations reported in 2011, with a fall in the number of armored divisions reported from the 2010 edition from eight to seven. The independent armored brigade had been replaced by an independent tank regiment. However, in addition to the 14th Special Forces Division, the 15th Special Forces Division has been identified by Human Rights Watch in 2011. The former Defense companies were merged into the Syrian Army as the 4th Armored Division and the Republican Guard. The 4th Armored Division became one of the Syrian government's most trusted security forces. Syrian Air Force The Syrian Arab Air Force is the aviation branch of the Syrian Armed Forces. It was established in 1948 and saw combat in 1948, 1967, 1973 and in 1982 against Israel. It has seen combat against militant groups on Syrian soil from 2011 to 2012, during the Syrian civil war. Presently there are at least 15 Syrian air force bases throughout the country. In 2011, Russian sources reported 40,000 personnel in the Air Force, while Reuters reported 100,000. Syrian Navy In 1950 the Syrian Navy was established following the procurement of a few naval craft from France. The initial personnel consisted of soldiers who had been sent to French academies of naval training. In 1985 the Navy consisted of approximately 4,000 regular and 2,500 reserve officers and men. The navy is under the army's Latakia regional command. The fleet was based in the ports of Latakia, Baniyas, Minat al Bayda and Tartus. Among the 41 vessel fleet were two frigates, 22 missile attack craft (including ten advanced Osa II missile boats), three old submarines, two submarine chasers, four mine warfare vessels, eight gunboats, six patrol craft, four missile corvettes (on order), three landing craft (on order), one torpedo recovery vessel and, as part of its coastal defense system, Sepal shore-based, anti-ship missiles with a range of 300 km. In 2011, the Navy was estimated have 5,000 personnel. Syrian Air Defence Force In 1987, according to the Library of Congress Country Studies, the Air Defence Command, within the Army Command but also composed of Air Force personnel, numbered approximately 60,000. In 1987 units included 20 air defense brigades (with approximately 95 SAM batteries) and two air defense regiments. The Air Defence Command had command access to interceptor aircraft and radar facilities. Air defenses included SA-5 long-range SAM batteries around Damascus and Aleppo, with additional SA-6 and SA-8 mobile SAM units deployed along Syria's side of the Lebanese border and in eastern Lebanon. At some later point in time, the Air Defence Command was upgraded into a separate Syrian Air Defense Force. In 2011, Russian sources reported 60,000 personnel in Air Defense. Paramilitary forces See: List of armed groups in the Syrian Civil War#Syrian government and allies for more information on current paramilitaries due to the ongoing Syrian civil war. As-Sa'iqa – a commando force since merged into the National Defence Forces Defense Companies – since merged into the Syrian Arab Army as the 4th Armoured division and the Republican Guard as well as the 14th Airborne Division comprising five Special Forces regiments. Palestine Liberation Army – a Palestinian Auxiliary, ostensibly returned to Palestine Authority control. Republican Guard – since merged into the army. Struggle Companies – status unknown. National Defence Forces – a part-time volunteer reserve component of the military. Local Defence Forces Role of women in the Armed Forces As the Syrian Civil War progressed and casualties mounted, more and more positions were opened to women. The National Defense Force allows female volunteers into its ranks, mainly in securing checkpoints. The Republican Guard also formed a female section, an all-female tank battalion of 800 strong, nicknamed "Lionesses of Defense", fighting within the limits of Damascus. Weapons, uniforms and awards Weapons The breakup of the Soviet Union — long the principal source of training, material, and credit for the Syrian forces – may have slowed Syria's ability to acquire modern military equipment. It has an arsenal of surface-to-surface missiles. In the early 1990s, Scud-C missiles with a 500-kilometer range were procured from North Korea, and Scud-D, with a range of up to 700 kilometers, is allegedly being developed by Syria with the help of North Korea and Iran, according to Eyal Zisser. Syria received significant financial aid from Persian Gulf Arab states as a result of its participation in the Persian Gulf War, with a sizable portion of these funds earmarked for military spending. In 2005, Russia forgave Syria of three-fourths, or about $9.8 billion, of its $13.4 billion Soviet-era debt. Russia wrote off the debt to renew arms sales with Syria. As of 2011, arms contracts with Russia, Syria's main arms supplier, were worth at least $4 billion. Syria has conducted research and produced weapons of mass destruction. Uniforms (1987) In 1987, according to a Library of Congress Country Study on Syria, service uniforms for Syrian military officers generally followed the British Army style, although army combat clothing followed the older British model. Each uniform had two coats: a long one for dress and a short jacket for informal wear. Army officer uniforms were khaki in summer, olive in winter. Certain Army and Air Defense personnel (i.e., commandos and paratroops) may have worn camouflage uniforms. Air force officers had two uniforms for each season: a khaki and a light gray for summer and a dark blue and a light gray in winter. Naval officers wore white in summer and navy blue in winter while lower ranks wear the traditional bell bottoms and white blouse. The uniform for naval chief petty officers was a buttoned jacket, similar to that worn by American chief petty officers. Officers had a variety of headgear, including a service cap, garrison cap, and beret (linen in summer and wool in winter). The color of the beret varied by season and according to the officer's unit. Syrian Commando and Paratroop uniforms consist of lizard or woodland-patterned camouflage fatigues along with combat boots, helmets and bulletproof vests. Headgear consisted of a red or orange beret. The Syrian military provides NBC uniforms to soldiers to remain effective in an environment effected by biological or chemical agents. This uniform consisted of a Russian-made Model ShMS-41 mask similar to those made in the Desert Storm conflict. Previous models of the ShMS used a hose, while the improved "ShmS-41" used a canister-style Respirator. It is difficult to assess how well equipped the Syrian Arab Army is. Although hundreds of hours of videos showing dead and captured Syrian soldiers filmed by rebels have been uploaded to social media, none show this equipment having been carried by or issued to frontline soldiers. Rank insignia (1987) In 1987, according to a Library of Congress Country Study on Syria, the rank insignia of Syrian commissioned officers were identical for both the army and air force. These were gold on a bright green shoulder board for the army and gold on a bright blue board for the air force. Officer ranks were standard, although the highest is the equivalent of lieutenant general, a rank held in 1986 only by the commander in chief and the minister of defence. Navy officer rank insignia were gold stripes worn on the lower sleeve. The highest-ranking officer in Syria's navy is the equivalent of lieutenant general. Army and air force rank for warrant officers were indicated by gold stars on an olive green shield worn on the upper left arm. Lower noncommissioned ranks were indicated by upright and inverted chevrons worn on the upper left arm. Awards and decorations Although some twenty-five orders and medals were authorized, generally only senior officers and warrant officers wear medal ribbons. The following were some important Syrian awards: Order of Umayyads, Medal of Military Honor, the War Medal, Medal for Courage, Yarmuk Medal, Wounded in Action Medal, and Medal of 8 March 1963. See also List of armed groups in the Syrian Civil War Human rights violations during the Syrian civil war#Syrian armed and security forces Notes References Further reading Armed Forces in the Middle East: Politics and Strategy edited by Barry Rubin and Thomas A. Kearney. London and Portland, OR: Frank Cass, 2002. BESA studies in international security, . ; . Syria chapter by Eyal Zisser. External links Center for Strategic and International Studies, Middle East Military Balance Analysis of the syrian army air force and air defence threats in case of no-fly zone https://wikileaks.org/plusd/cables/1976DAMASC07071_b.html – command structure developments 1976 Military units and formations established in 1946 Pro-government factions of the Syrian civil war 1946 establishments in Syria
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Simon Flexner, M.D. (March 25, 1863 in Louisville, Kentucky – May 2, 1946) was a physician, scientist, administrator, and professor of experimental pathology at the University of Pennsylvania (1899–1903). He served as the first director of the Rockefeller Institute for Medical Research (1901–1935) (later developed as Rockefeller University) and a trustee of the Rockefeller Foundation. He was also a friend and adviser to John D. Rockefeller Jr. Among Flexner's most important achievements are studies into poliomyelitis and the development of serum treatment for meningitis. Among his lab assistants were Hideyo Noguchi and Cornelius Rhoads, later directors of Memorial Hospital and the Sloan-Kettering Institute, respectively. The bacteria species Shigella flexneri was named in recognition of Flexner. In addition, Flexner was the first to describe Flexner-Wintersteiner rosettes, a characteristic finding in retinoblastoma, a type of cancer. Early life and career Simon was born in Louisville, Kentucky, to Moritz (Morris) Flexner, an immigrant from Neumark, Bohemia, via several years in Strasbourg, France; and Esther from Roden, Germany. He was the fourth son of seven in a large family of nine children: Jacob Flexner, Henry, and Isadore; then Simon, followed by Bernard Flexner, Abraham Flexner, and Washington. The two sisters Mary and Gertrude were the youngest. Jacob became a pharmacist and physician; Bernard became a Zionist leader, and Abraham became an educator, eventually influencing the direction of medical education in the United States. Simon first gained a degree from the Louisville College of Pharmacy and worked with his brother Jacob for eight years. Medical school and career He returned to college, getting his medical degree from Louisville Medical College in 1889. He did postgraduate work in pathology at Johns Hopkins University Medical School, and started teaching there. By 1899, he was a professor of pathology at the University of Pennsylvania. Flexner was elected to the American Philosophical Society in 1901. He taught at Penn until 1903, but was called to the Rockefeller Institute for Medical Research (later Rockefeller University), where he started serving as its first director in 1901. He managed the research institute until 1935. Through this affiliation and related work, he came to know the philanthropist John D. Rockefeller, who supported research and basic medical care. In December 1907 Flexner declared in a reading of his paper on "Tendencies in Pathology" in the University of Chicago that it would be possible in the then-future for diseased human organs substitution for healthy ones by surgery—including arteries, stomach, kidneys and heart. These previsions became reality in the second half of the 20th century. In 1911, Flexner was awarded the Cameron Prize for Therapeutics of the University of Edinburgh. Marriage and family Simon Flexner married Helen Thomas (later professor of English) and had a family. His son James Thomas Flexner became a prolific writer; one of his works was an extensive biography of George Washington. Dr. Flexner died in May 1946 in New York City, from a myocardial infarction (heart attack). He was 83 years old. His papers are currently housed at the American Philosophical Society and the Becker Medical Library at the Washington University School of Medicine. See also Abraham Flexner (1866–1959), American educator Charles Flexner (born 1956), American physician, clinical pharmaceutical scientist, academic, author and researcher James Thomas Flexner (1908–2003), American historian and biographer References External links "Simon Flexner", American Philosophical Society Rockefeller Foundation people 1863 births 1946 deaths Physicians from Louisville, Kentucky Rockefeller University people Presidents of Rockefeller University Foreign Members of the Royal Society American people of Czech-Jewish descent American people of German-Jewish descent Jewish physicians Jewish American scientists Trustees of charities
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In mathematics, set A is a subset of a set B if all elements of A are also elements of B; B is then a superset of A. It is possible for A and B to be equal; if they are unequal, then A is a proper subset of B. The relationship of one set being a subset of another is called inclusion (or sometimes containment). A is a subset of B may also be expressed as B includes (or contains) A or A is included (or contained) in B. The subset relation defines a partial order on sets. In fact, the subsets of a given set form a Boolean algebra under the subset relation, in which the join and meet are given by intersection and union, and the subset relation itself is the Boolean inclusion relation. Definitions If A and B are sets and every element of A is also an element of B, then: A is a subset of B, denoted by or equivalently B is a superset of A, denoted by If A is a subset of B, but A is not equal to B (i.e. there exists at least one element of B which is not an element of A), then: A is a proper (or strict) subset of B, denoted by Or equivalently, B is a proper (or strict) superset of A, denoted by . The empty set, written or is a subset of any set X and a proper subset of any set except itself. For any set S, the inclusion relation is a partial order on the set (the power set of S—the set of all subsets of S) defined by . We may also partially order by reverse set inclusion by defining When quantified, is represented as We can prove the statement by applying a proof technique known as the element argument:Let sets A and B be given. To prove that suppose that a is a particular but arbitrarily chosen element of A, show that a is an element of B.The validity of this technique can be seen as a consequence of Universal generalization: the technique shows for an arbitrarily chosen element c. Universal generalisation then implies which is equivalent to as stated above. Properties A set A is a subset of B if and only if their intersection is equal to A. Formally: A set A is a subset of B if and only if their union is equal to B. Formally: A finite set A is a subset of B, if and only if the cardinality of their intersection is equal to the cardinality of A. Formally: ⊂ and ⊃ symbols Some authors use the symbols and to indicate and respectively; that is, with the same meaning and instead of the symbols, and For example, for these authors, it is true of every set A that Other authors prefer to use the symbols and to indicate (also called strict) subset and superset respectively; that is, with the same meaning and instead of the symbols, and This usage makes and analogous to the inequality symbols and For example, if then x may or may not equal y, but if then x definitely does not equal y, and is less than y. Similarly, using the convention that is proper subset, if then A may or may not equal B, but if then A definitely does not equal B. Examples of subsets The set A = {1, 2} is a proper subset of B = {1, 2, 3}, thus both expressions and are true. The set D = {1, 2, 3} is a subset (but a proper subset) of E = {1, 2, 3}, thus is true, and is not true (false). Any set is a subset of itself, but not a proper subset. ( is true, and is false for any set X.) The set {x: x is a prime number greater than 10} is a proper subset of {x: x is an odd number greater than 10} The set of natural numbers is a proper subset of the set of rational numbers; likewise, the set of points in a line segment is a proper subset of the set of points in a line. These are two examples in which both the subset and the whole set are infinite, and the subset has the same cardinality (the concept that corresponds to size, that is, the number of elements, of a finite set) as the whole; such cases can run counter to one's initial intuition. The set of rational numbers is a proper subset of the set of real numbers. In this example, both sets are infinite, but the latter set has a larger cardinality (or ) than the former set. Another example in an Euler diagram: Other properties of inclusion Inclusion is the canonical partial order, in the sense that every partially ordered set is isomorphic to some collection of sets ordered by inclusion. The ordinal numbers are a simple example: if each ordinal n is identified with the set of all ordinals less than or equal to n, then if and only if For the power set of a set S, the inclusion partial order is—up to an order isomorphism—the Cartesian product of (the cardinality of S) copies of the partial order on for which This can be illustrated by enumerating , and associating with each subset (i.e., each element of ) the k-tuple from of which the ith coordinate is 1 if and only if is a member of T. See also Convex subset Inclusion order Region Subset sum problem Subsumptive containment Total subset References Bibliography External links Basic concepts in set theory
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A spreadsheet is a computer application for computation, organization, analysis and storage of data in tabular form. Spreadsheets were developed as computerized analogs of paper accounting worksheets. The program operates on data entered in cells of a table. Each cell may contain either numeric or text data, or the results of formulas that automatically calculate and display a value based on the contents of other cells. A spreadsheet may also refer to one such electronic document. Spreadsheet users can adjust any stored value and observe the effects on calculated values. This makes the spreadsheet useful for "what-if" analysis since many cases can be rapidly investigated without manual recalculation. Modern spreadsheet software can have multiple interacting sheets and can display data either as text and numerals or in graphical form. Besides performing basic arithmetic and mathematical functions, modern spreadsheets provide built-in functions for common financial accountancy and statistical operations. Such calculations as net present value or standard deviation can be applied to tabular data with a pre-programmed function in a formula. Spreadsheet programs also provide conditional expressions, functions to convert between text and numbers, and functions that operate on strings of text. Spreadsheets have replaced paper-based systems throughout the business world. Although they were first developed for accounting or bookkeeping tasks, they now are used extensively in any context where tabular lists are built, sorted, and shared. Basics LANPAR, available in 1969, was the first electronic spreadsheet on mainframe and time sharing computers. LANPAR was an acronym: LANguage for Programming Arrays at Random. VisiCalc (1979) was the first electronic spreadsheet on a microcomputer, and it helped turn the Apple II computer into a popular and widely used system. Lotus 1-2-3 was the leading spreadsheet when DOS was the dominant operating system. Microsoft Excel now has the largest market share on the Windows and Macintosh platforms. A spreadsheet program is a standard feature of an office productivity suite; since the advent of web apps, office suites now also exist in web app form. A spreadsheet consists of a table of cells arranged into rows and columns and referred to by the X and Y locations. X locations, the columns, are normally represented by letters, "A," "B," "C," etc., while rows are normally represented by numbers, 1, 2, 3, etc. A single cell can be referred to by addressing its row and column, "C10". This electronic concept of cell references was first introduced in LANPAR (Language for Programming Arrays at Random) (co-invented by Rene Pardo and Remy Landau) and a variant used in VisiCalc and known as "A1 notation". Additionally, spreadsheets have the concept of a range, a group of cells, normally contiguous. For instance, one can refer to the first ten cells in the first column with the range "A1:A10". LANPAR innovated forward referencing/natural order calculation which didn't re-appear until Lotus 123 and Microsoft's MultiPlan Version 2. In modern spreadsheet applications, several spreadsheets, often known as worksheets or simply sheets, are gathered together to form a workbook. A workbook is physically represented by a file containing all the data for the book, the sheets, and the cells with the sheets. Worksheets are normally represented by tabs that flip between pages, each one containing one of the sheets, although Numbers changes this model significantly. Cells in a multi-sheet book add the sheet name to their reference, for instance, "Sheet 1!C10". Some systems extend this syntax to allow cell references to different workbooks. Users interact with sheets primarily through the cells. A given cell can hold data by simply entering it in, or a formula, which is normally created by preceding the text with an equals sign. Data might include the string of text hello world, the number 5 or the date 16-Dec-91. A formula would begin with the equals sign, =5*3, but this would normally be invisible because the display shows the result of the calculation, 15 in this case, not the formula itself. This may lead to confusion in some cases. The key feature of spreadsheets is the ability for a formula to refer to the contents of other cells, which may, in turn, be the result of a formula. To make such a formula, one replaces a number with a cell reference. For instance, the formula =5*C10 would produce the result of multiplying the value in cell C10 by the number 5. If C10 holds the value 3 the result will be 15. But C10 might also hold its formula referring to other cells, and so on. The ability to chain formulas together is what gives a spreadsheet its power. Many problems can be broken down into a series of individual mathematical steps, and these can be assigned to individual formulas in cells. Some of these formulas can apply to ranges as well, like the SUM function that adds up all the numbers within a range. Spreadsheets share many principles and traits of databases, but spreadsheets and databases are not the same things. A spreadsheet is essentially just one table, whereas a database is a collection of many tables with machine-readable semantic relationships. While it is true that a workbook that contains three sheets is indeed a file containing multiple tables that can interact with each other, it lacks the relational structure of a database. Spreadsheets and databases are interoperable—sheets can be imported into databases to become tables within them, and database queries can be exported into spreadsheets for further analysis. A spreadsheet program is one of the main components of an office productivity suite, which usually also contains a word processor, a presentation program, and a database management system. Programs within a suite use similar commands for similar functions. Usually, sharing data between the components is easier than with a non-integrated collection of functionally equivalent programs. This was particularly an advantage at a time when many personal computer systems used text-mode displays and commands instead of a graphical user interface. History Paper spreadsheets The word "spreadsheet" came from "spread" in its sense of a newspaper or magazine item (text or graphics) that covers two facing pages, extending across the centerfold and treating the two pages as one large page. The compound word 'spread-sheet' came to mean the format used to present book-keeping ledgers—with columns for categories of expenditures across the top, invoices listed down the left margin, and the amount of each payment in the cell where its row and column intersect—which were, traditionally, a "spread" across facing pages of a bound ledger (book for keeping accounting records) or on oversized sheets of paper (termed 'analysis paper') ruled into rows and columns in that format and approximately twice as wide as ordinary paper. Early implementations Batch spreadsheet report generator BSRG A batch "spreadsheet" is indistinguishable from a batch compiler with added input data, producing an output report, i.e., a 4GL or conventional, non-interactive, batch computer program. However, this concept of an electronic spreadsheet was outlined in the 1961 paper "Budgeting Models and System Simulation" by Richard Mattessich. The subsequent work by Mattessich (1964a, Chpt. 9, Accounting and Analytical Methods) and its companion volume, Mattessich (1964b, Simulation of the Firm through a Budget Computer Program) applied computerized spreadsheets to accounting and budgeting systems (on mainframe computers programmed in FORTRAN IV). These batch Spreadsheets dealt primarily with the addition or subtraction of entire columns or rows (of input variables), rather than individual cells. In 1962, this concept of the spreadsheet, called BCL for Business Computer Language, was implemented on an IBM 1130 and in 1963 was ported to an IBM 7040 by R. Brian Walsh at Marquette University, Wisconsin. This program was written in Fortran. Primitive timesharing was available on those machines. In 1968 BCL was ported by Walsh to the IBM 360/67 timesharing machine at Washington State University. It was used to assist in the teaching of finance to business students. Students were able to take information prepared by the professor and manipulate it to represent it and show ratios etc. In 1964, a book entitled Business Computer Language was written by Kimball, Stoffells and Walsh and both the book and program were copyrighted in 1966 and years later that copyright was renewed. Applied Data Resources had a FORTRAN preprocessor called Empires. In the late 1960s, Xerox used BCL to develop a more sophisticated version for their timesharing system. LANPAR spreadsheet compiler A key invention in the development of electronic spreadsheets was made by Rene K. Pardo and Remy Landau, who filed in 1970 on a spreadsheet automatic natural order calculation algorithm. While the patent was initially rejected by the patent office as being a purely mathematical invention, following 12 years of appeals, Pardo and Landau won a landmark court case at the Predecessor Court of the Federal Circuit (CCPA), overturning the Patent Office in 1983 — establishing that "something does not cease to become patentable merely because the point of novelty is in an algorithm." However, in 1995 the United States Court of Appeals for the Federal Circuit ruled the patent unenforceable. The actual software was called LANPAR — LANguage for Programming Arrays at Random. This was conceived and entirely developed in the summer of 1969, following Pardo and Landau's recent graduation from Harvard University. Co-inventor Rene Pardo recalls that he felt that one manager at Bell Canada should not have to depend on programmers to program and modify budgeting forms, and he thought of letting users type out forms in any order and having an electronic computer calculate results in the right order ("Forward Referencing/Natural Order Calculation"). Pardo and Landau developed and implemented the software in 1969. LANPAR was used by Bell Canada, AT&T, and the 18 operating telephone companies nationwide for their local and national budgeting operations. LANPAR was also used by General Motors. Its uniqueness was Pardo's co-invention incorporating forward referencing/natural order calculation (one of the first "non-procedural" computer languages) as opposed to left-to-right, top to bottom sequence for calculating the results in each cell that was used by VisiCalc, SuperCalc, and the first version of MultiPlan. Without forward referencing/natural order calculation, the user had to refresh the spreadsheet until the values in all cells remained unchanged. Once the cell values stayed constant, the user was assured that there were no remaining forward references within the spreadsheet. Autoplan/Autotab spreadsheet programming language In 1968, three former employees from the General Electric computer company headquartered in Phoenix, Arizona set out to start their own software development house. A. Leroy Ellison, Harry N. Cantrell, and Russell E. Edwards found themselves doing a large number of calculations when making tables for the business plans that they were presenting to venture capitalists. They decided to save themselves a lot of effort and wrote a computer program that produced their tables for them. This program, originally conceived as a simple utility for their personal use, would turn out to be the first software product offered by the company that would become known as Capex Corporation. "AutoPlan" ran on GE's Time-sharing service; afterward, a version that ran on IBM mainframes was introduced under the name AutoTab. (National CSS offered a similar product, CSSTAB, which had a moderate timesharing user base by the early 1970s. A major application was opinion research tabulation.) AutoPlan/AutoTab was not a WYSIWYG interactive spreadsheet program, it was a simple scripting language for spreadsheets. The user-defined the names and labels for the rows and columns, then the formulas that defined each row or column. In 1975, Autotab-II was advertised as extending the original to a maximum of "1,500 rows and columns, combined in any proportion the user requires..." GE Information Services, which operated the time-sharing service, also launched its own spreadsheet system, Financial Analysis Language (FAL), circa 1974. It was later supplemented by an additional spreadsheet language, TABOL, which was developed by an independent author, Oliver Vellacott in the UK. Both FAL and TABOL were integrated with GEIS's database system, DMS. IBM Financial Planning and Control System The IBM Financial Planning and Control System was developed in 1976, by Brian Ingham at IBM Canada. It was implemented by IBM in at least 30 countries. It ran on an IBM mainframe and was among the first applications for financial planning developed with APL that completely hid the programming language from the end-user. Through IBM's VM operating system, it was among the first programs to auto-update each copy of the application as new versions were released. Users could specify simple mathematical relationships between rows and between columns. Compared to any contemporary alternatives, it could support very large spreadsheets. It loaded actual financial planning data drawn from the legacy batch system into each user's spreadsheet monthly. It was designed to optimize the power of APL through object kernels, increasing program efficiency by as much as 50 fold over traditional programming approaches. APLDOT modeling language An example of an early "industrial weight" spreadsheet was APLDOT, developed in 1976 at the United States Railway Association on an IBM 360/91, running at The Johns Hopkins University Applied Physics Laboratory in Laurel, MD. The application was used successfully for many years in developing such applications as financial and costing models for the US Congress and for Conrail. APLDOT was dubbed a "spreadsheet" because financial analysts and strategic planners used it to solve the same problems they addressed with paper spreadsheet pads. VisiCalc Because Dan Bricklin and Bob Frankston implemented VisiCalc on the Apple II in 1979 and the IBM PC in 1981, the spreadsheet concept became widely known in the early 1980s. VisiCalc was the first spreadsheet that combined all essential features of modern spreadsheet applications (except for forward referencing/natural order recalculation), such as WYSIWYG interactive user interface, automatic recalculation, status and formula lines, range copying with relative and absolute references, formula building by selecting referenced cells. Unaware of LANPAR at the time PC World magazine called VisiCalc the first electronic spreadsheet. Bricklin has spoken of watching his university professor create a table of calculation results on a blackboard. When the professor found an error, he had to tediously erase and rewrite several sequential entries in the table, triggering Bricklin to think that he could replicate the process on a computer, using the blackboard as the model to view results of underlying formulas. His idea became VisiCalc, the first application that turned the personal computer from a hobby for computer enthusiasts into a business tool. VisiCalc went on to become the first "killer application", an application that was so compelling, people would buy a particular computer just to use it. VisiCalc was in no small part responsible for the Apple II's success. The program was later ported to a number of other early computers, notably CP/M machines, the Atari 8-bit family and various Commodore platforms. Nevertheless, VisiCalc remains best known as an Apple II program. SuperCalc SuperCalc was a spreadsheet application published by Sorcim in 1980, and originally bundled (along with WordStar) as part of the CP/M software package included with the Osborne 1 portable computer. It quickly became the de facto standard spreadsheet for CP/M and was ported to MS-DOS in 1982. Lotus 1-2-3 and other MS-DOS spreadsheets The acceptance of the IBM PC following its introduction in August 1981, began slowly because most of the programs available for it were translations from other computer models. Things changed dramatically with the introduction of Lotus 1-2-3 in November 1982, and release for sale in January 1983. Since it was written especially for the IBM PC, it had a good performance and became the killer app for this PC. Lotus 1-2-3 drove sales of the PC due to the improvements in speed and graphics compared to VisiCalc on the Apple II. Lotus 1-2-3, along with its competitor Borland Quattro, soon displaced VisiCalc. Lotus 1-2-3 was released on January 26, 1983, started outselling then-most-popular VisiCalc the very same year, and for several years was the leading spreadsheet for DOS. Microsoft Excel Microsoft released the first version of Excel for the Macintosh on September 30, 1985, and then ported it to Windows, with the first version being numbered 2.05 (to synchronize with the Macintosh version 2.2) and released in November 1987. The Windows 3.x platforms of the early 1990s made it possible for Excel to take market share from Lotus. By the time Lotus responded with usable Windows products, Microsoft had begun to assemble their Office suite. By 1995, Excel was the market leader, edging out Lotus 1-2-3, and in 2013, IBM discontinued Lotus 1-2-3 altogether. Web-based spreadsheets Notable current web-based spreadsheet software: Collabora Online Calc is a free, open-source and cross-platform enterprise-ready edition of LibreOffice. Google Sheets Microsoft Excel Online Mainframe spreadsheets The Works Records System at ICI developed in 1974 on IBM 370/145 Other spreadsheets Notable current spreadsheet software: Apache OpenOffice Calc is a free and open-source. Calligra Sheets (formerly KCalc) Collabora Online Calc for mobile and desktop apps are free, open-source, cross-platform enterprise-ready editions of LibreOffice. Corel Quattro Pro (WordPerfect Office) Gnumeric is free and cross-platform, it is part of the GNOME Free Software Desktop Project. Kingsoft Spreadsheets LibreOffice Calc is free, open-source and cross platform, . NeoOffice Numbers is Apple Inc.'s spreadsheet software, part of iWork. PlanMaker (SoftMaker Office) Pyspread Discontinued spreadsheet software: 20/20 3D-Calc for Atari ST computers Framework by Forefront Corporation/Ashton-Tate (1983–84) GNU Oleo – A traditional terminal mode spreadsheet for UNIX/UNIX-like systems IBM Lotus Symphony (2007) Javelin Software KCells Lucid 3-D Lotus Improv Lotus Jazz for Macintosh Lotus Symphony (1984) MultiPlan Claris' Resolve (Macintosh) Resolver One Borland's Quattro Pro SIAG SuperCalc T/Maker Target Planner Calc for CP/M and TRS-DOS Trapeze for Macintosh Wingz for Macintosh Other products Several companies have attempted to break into the spreadsheet market with programs based on very different paradigms. Lotus introduced what is likely the most successful example, Lotus Improv, which saw some commercial success, notably in the financial world where its powerful data mining capabilities remain well respected to this day. Spreadsheet 2000 attempted to dramatically simplify formula construction, but was generally not successful. Concepts The main concepts are those of a grid of cells, called a sheet, with either raw data, called values, or formulas in the cells. Formulas say how to mechanically compute new values from existing values. Values are general numbers, but can also be pure text, dates, months, etc. Extensions of these concepts include logical spreadsheets. Various tools for programming sheets, visualizing data, remotely connecting sheets, displaying cells' dependencies, etc. are commonly provided. Cells A "cell" can be thought of as a box for holding data. A single cell is usually referenced by its column and row (C2 would represent the cell containing the value 30 in the example table below). Usually rows, representing the dependent variables, are referenced in decimal notation starting from 1, while columns representing the independent variables use 26-adic bijective numeration using the letters A-Z as numerals. Its physical size can usually be tailored to its content by dragging its height or width at box intersections (or for entire columns or rows by dragging the column- or row-headers). An array of cells is called a sheet or worksheet. It is analogous to an array of variables in a conventional computer program (although certain unchanging values, once entered, could be considered, by the same analogy, constants). In most implementations, many worksheets may be located within a single spreadsheet. A worksheet is simply a subset of the spreadsheet divided for the sake of clarity. Functionally, the spreadsheet operates as a whole and all cells operate as global variables within the spreadsheet (each variable having 'read' access only except its containing cell). A cell may contain a value or a formula, or it may simply be left empty. By convention, formulas usually begin with = sign. Values A value can be entered from the computer keyboard by directly typing into the cell itself. Alternatively, a value can be based on a formula (see below), which might perform a calculation, display the current date or time, or retrieve external data such as a stock quote or a database value. The Spreadsheet Value Rule Computer scientist Alan Kay used the term value rule to summarize a spreadsheet's operation: a cell's value relies solely on the formula the user has typed into the cell. The formula may rely on the value of other cells, but those cells are likewise restricted to user-entered data or formulas. There are no 'side effects' to calculating a formula: the only output is to display the calculated result inside its occupying cell. There is no natural mechanism for permanently modifying the contents of a cell unless the user manually modifies the cell's contents. In the context of programming languages, this yields a limited form of first-order functional programming. Automatic recalculation A standard of spreadsheets since the 1980s, this optional feature eliminates the need to manually request the spreadsheet program to recalculate values (nowadays typically the default option unless specifically 'switched off' for large spreadsheets, usually to improve performance). Some earlier spreadsheets required a manual request to recalculate since the recalculation of large or complex spreadsheets often reduced data entry speed. Many modern spreadsheets still retain this option. Recalculation generally requires that there are no circular dependencies in a spreadsheet. A dependency graph is a graph that has a vertex for each object to be updated, and an edge connecting two objects whenever one of them needs to be updated earlier than the other. Dependency graphs without circular dependencies form directed acyclic graphs, representations of partial orderings (in this case, across a spreadsheet) that can be relied upon to give a definite result. Real-time update This feature refers to updating a cell's contents periodically with a value from an external source—such as a cell in a "remote" spreadsheet. For shared, Web-based spreadsheets, it applies to "immediately" updating cells another user has updated. All dependent cells must be updated also. Locked cell Once entered, selected cells (or the entire spreadsheet) can optionally be "locked" to prevent accidental overwriting. Typically this would apply to cells containing formulas but might apply to cells containing "constants" such as a kilogram/pounds conversion factor (2.20462262 to eight decimal places). Even though individual cells are marked as locked, the spreadsheet data are not protected until the feature is activated in the file preferences. Data format A cell or range can optionally be defined to specify how the value is displayed. The default display format is usually set by its initial content if not specifically previously set, so that for example "31/12/2007" or "31 Dec 2007" would default to the cell format of date. Similarly adding a % sign after a numeric value would tag the cell as a percentage cell format. The cell contents are not changed by this format, only the displayed value. Some cell formats such as "numeric" or "currency" can also specify the number of decimal places. This can allow invalid operations (such as doing multiplication on a cell containing a date), resulting in illogical results without an appropriate warning. Cell formatting Depending on the capability of the spreadsheet application, each cell (like its counterpart the "style" in a word processor) can be separately formatted using the attributes of either the content (point size, color, bold or italic) or the cell (border thickness, background shading, color). To aid the readability of a spreadsheet, cell formatting may be conditionally applied to data; for example, a negative number may be displayed in red. A cell's formatting does not typically affect its content and depending on how cells are referenced or copied to other worksheets or applications, the formatting may not be carried with the content. Named cells In most implementations, a cell, or group of cells in a column or row, can be "named" enabling the user to refer to those cells by a name rather than by a grid reference. Names must be unique within the spreadsheet, but when using multiple sheets in a spreadsheet file, an identically named cell range on each sheet can be used if it is distinguished by adding the sheet name. One reason for this usage is for creating or running macros that repeat a command across many sheets. Another reason is that formulas with named variables are readily checked against the algebra they are intended to implement (they resemble Fortran expressions). The use of named variables and named functions also makes the spreadsheet structure more transparent. Cell reference In place of a named cell, an alternative approach is to use a cell (or grid) reference. Most cell references indicate another cell in the same spreadsheet, but a cell reference can also refer to a cell in a different sheet within the same spreadsheet, or (depending on the implementation) to a cell in another spreadsheet entirely, or a value from a remote application. A typical cell reference in "A1" style consists of one or two case-insensitive letters to identify the column (if there are up to 256 columns: A–Z and AA–IV) followed by a row number (e.g., in the range 1–65536). Either part can be relative (it changes when the formula it is in is moved or copied), or absolute (indicated with $ in front of the part concerned of the cell reference). The alternative "R1C1" reference style consists of the letter R, the row number, the letter C, and the column number; relative row or column numbers are indicated by enclosing the number in square brackets. Most current spreadsheets use the A1 style, some providing the R1C1 style as a compatibility option. When the computer calculates a formula in one cell to update the displayed value of that cell, cell reference(s) in that cell, naming some other cell(s), causes the computer to fetch the value of the named cell(s). A cell on the same "sheet" is usually addressed as: =A1 A cell on a different sheet of the same spreadsheet is usually addressed as: =SHEET2!A1 (that is; the first cell in sheet 2 of the same spreadsheet). Some spreadsheet implementations in Excel allow cell references to another spreadsheet (not the currently open and active file) on the same computer or a local network. It may also refer to a cell in another open and active spreadsheet on the same computer or network that is defined as shareable. These references contain the complete filename, such as: ='C:\Documents and Settings\Username\My spreadsheets\[main sheet]Sheet1!A1 In a spreadsheet, references to cells automatically update when new rows or columns are inserted or deleted. Care must be taken, however, when adding a row immediately before a set of column totals to ensure that the totals reflect the values of the additional rows—which they often do not. A circular reference occurs when the formula in one cell refers—directly, or indirectly through a chain of cell references—to another cell that refers back to the first cell. Many common errors cause circular references. However, some valid techniques use circular references. These techniques, after many spreadsheet recalculations, (usually) converge on the correct values for those cells. Cell ranges Likewise, instead of using a named range of cells, a range reference can be used. Reference to a range of cells is typical of the form (A1:A6), which specifies all the cells in the range A1 through to A6. A formula such as "=SUM(A1:A6)" would add all the cells specified and put the result in the cell containing the formula itself. Sheets In the earliest spreadsheets, cells were a simple two-dimensional grid. Over time, the model has expanded to include a third dimension, and in some cases a series of named grids, called sheets. The most advanced examples allow inversion and rotation operations which can slice and project the data set in various ways. Formulas A formula identifies the calculation needed to place the result in the cell it is contained within. A cell containing a formula, therefore, has two display components; the formula itself and the resulting value. The formula is normally only shown when the cell is selected by "clicking" the mouse over a particular cell; otherwise, it contains the result of the calculation. A formula assigns values to a cell or range of cells, and typically has the format: where the expression consists of: values, such as 2, 9.14 or 6.67E-11; references to other cells, such as, e.g., A1 for a single cell or B1:B3 for a range; arithmetic operators, such as +, -, *, /, and others; relational operators, such as >=, <, and others; and, functions, such as SUM(), TAN(), and many others. When a cell contains a formula, it often contains references to other cells. Such a cell reference is a type of variable. Its value is the value of the referenced cell or some derivation of it. If that cell in turn references other cells, the value depends on the values of those. References can be relative (e.g., A1, or B1:B3), absolute (e.g., $A$1, or $B$1:$B$3) or mixed row– or column-wise absolute/relative (e.g., $A1 is column-wise absolute and A$1 is row-wise absolute). The available options for valid formulas depend on the particular spreadsheet implementation but, in general, most arithmetic operations and quite complex nested conditional operations can be performed by most of today's commercial spreadsheets. Modern implementations also offer functions to access custom-build functions, remote data, and applications. A formula may contain a condition (or nested conditions)—with or without an actual calculation—and is sometimes used purely to identify and highlight errors. In the example below, it is assumed the sum of a column of percentages (A1 through A6) is tested for validity and an explicit message put into the adjacent right-hand cell. =IF(SUM(A1:A6) > 100, "More than 100%", SUM(A1:A6)) Further examples: =IF(AND(A1<>"",B1<>""),A1/B1,"") means that if both cells A1 and B1 are not <> empty "", then divide A1 by B1 and display, other do not display anything. =IF(AND(A1<>"",B1<>""),IF(B1<>0,A1/B1,"Division by zero"),"") means that if cells A1 and B1 are not empty, and B1 is not zero, then divide A1 by B1, if B1 is zero, then display "Division by zero", and do not display anything if either A1 and B1 are empty. =IF(OR(A1<>"",B1<>""),"Either A1 or B1 show text","") means to display the text if either cells A1 or B1 are not empty. The best way to build up conditional statements is step by step composing followed by trial and error testing and refining code. A spreadsheet does not have to contain any formulas at all, in which case it could be considered merely a collection of data arranged in rows and columns (a database) like a calendar, timetable, or simple list. Because of its ease of use, formatting, and hyperlinking capabilities, many spreadsheets are used solely for this purpose. Functions Spreadsheets usually contain several supplied functions, such as arithmetic operations (for example, summations, averages, and so forth), trigonometric functions, statistical functions, and so forth. In addition there is often a provision for user-defined functions. In Microsoft Excel, these functions are defined using Visual Basic for Applications in the supplied Visual Basic editor, and such functions are automatically accessible on the worksheet. Also, programs can be written that pull information from the worksheet, perform some calculations, and report the results back to the worksheet. In the figure, the name sq is user-assigned, and the function sq is introduced using the Visual Basic editor supplied with Excel. Name Manager displays the spreadsheet definitions of named variables x & y. Subroutines Functions themselves cannot write into the worksheet but simply return their evaluation. However, in Microsoft Excel, subroutines can write values or text found within the subroutine directly to the spreadsheet. The figure shows the Visual Basic code for a subroutine that reads each member of the named column variable x, calculates its square, and writes this value into the corresponding element of named column variable y. The y column contains no formula because its values are calculated in the subroutine, not on the spreadsheet, and simply are written in. Remote spreadsheet Whenever a reference is made to a cell or group of cells that are not located within the current physical spreadsheet file, it is considered as accessing a "remote" spreadsheet. The contents of the referenced cell may be accessed either on the first reference with a manual update or more recently in the case of web-based spreadsheets, as a near real-time value with a specified automatic refresh interval. Charts Many spreadsheet applications permit charts and graphs (e.g., histograms, pie charts) to be generated from specified groups of cells that are dynamically re-built as cell contents change. The generated graphic component can either be embedded within the current sheet or added as a separate object. To create an Excel histogram, a formula based on the REPT function can be used. Multi-dimensional spreadsheets In the late 1980s and early 1990s, first Javelin Software and Lotus Improv appeared. Unlike models in a conventional spreadsheet, they utilized models built on objects called variables, not on data in cells of a report. These multi-dimensional spreadsheets enabled viewing data and algorithms in various self-documenting ways, including simultaneous multiple synchronized views. For example, users of Javelin could move through the connections between variables on a diagram while seeing the logical roots and branches of each variable. This is an example of what is perhaps its primary contribution of the earlier Javelin—the concept of traceability of a user's logic or model structure through its twelve views. A complex model can be dissected and understood by others who had no role in its creation. In these programs, a time series, or any variable, was an object in itself, not a collection of cells that happen to appear in a row or column. Variables could have many attributes, including complete awareness of their connections to all other variables, data references, and text and image notes. Calculations were performed on these objects, as opposed to a range of cells, so adding two-time series automatically aligns them in calendar time, or in a user-defined time frame. Data were independent of worksheets—variables, and therefore data, could not be destroyed by deleting a row, column, or entire worksheet. For instance, January's costs are subtracted from January's revenues, regardless of where or whether either appears in a worksheet. This permits actions later used in pivot tables, except that flexible manipulation of report tables, was but one of many capabilities supported by variables. Moreover, if costs were entered by week and revenues by month, the program could allocate or interpolate as appropriate. This object design enabled variables and whole models to reference each other with user-defined variable names and to perform multidimensional analysis and massive, but easily editable consolidations. Trapeze, a spreadsheet on the Mac, went further and explicitly supported not just table columns, but also matrix operators. Logical spreadsheets Spreadsheets that have a formula language based upon logical expressions, rather than arithmetic expressions are known as logical spreadsheets. Such spreadsheets can be used to reason deductively about their cell values. Programming issues Just as the early programming languages were designed to generate spreadsheet printouts, programming techniques themselves have evolved to process tables (also known as spreadsheets or matrices) of data more efficiently in the computer itself. End-user development Spreadsheets are a popular end-user development tool. EUD denotes activities or techniques in which people who are not professional developers create automated behavior and complex data objects without significant knowledge of a programming language. Many people find it easier to perform calculations in spreadsheets than by writing the equivalent sequential program. This is due to several traits of spreadsheets. They use spatial relationships to define program relationships. Humans have highly developed intuitions about spaces, and of dependencies between items. Sequential programming usually requires typing line after line of text, which must be read slowly and carefully to be understood and changed. They are forgiving, allowing partial results and functions to work. One or more parts of a program can work correctly, even if other parts are unfinished or broken. This makes writing and debugging programs easier, and faster. Sequential programming usually needs every program line and character to be correct for a program to run. One error usually stops the whole program and prevents any result. Though this user-friendliness is benefit of spreadsheet development, it often comes with increased risk of errors. Modern spreadsheets allow for secondary notation. The program can be annotated with colors, typefaces, lines, etc. to provide visual cues about the meaning of elements in the program. Extensions that allow users to create new functions can provide the capabilities of a functional language. Extensions that allow users to build and apply models from the domain of machine learning. Spreadsheets are versatile. With their boolean logic and graphics capabilities, even electronic circuit design is possible. Spreadsheets can store relational data and spreadsheet formulas can express all queries of SQL. There exists a query translator, which automatically generates the spreadsheet implementation from the SQL code. Spreadsheet programs A "spreadsheet program" is designed to perform general computation tasks using spatial relationships rather than time as the primary organizing principle. It is often convenient to think of a spreadsheet as a mathematical graph, where the nodes are spreadsheet cells, and the edges are references to other cells specified in formulas. This is often called the dependency graph of the spreadsheet. References between cells can take advantage of spatial concepts such as relative position and absolute position, as well as named locations, to make the spreadsheet formulas easier to understand and manage. Spreadsheets usually attempt to automatically update cells when the cells depend on change. The earliest spreadsheets used simple tactics like evaluating cells in a particular order, but modern spreadsheets calculate following a minimal recomputation order from the dependency graph. Later spreadsheets also include a limited ability to propagate values in reverse, altering source values so that a particular answer is reached in a certain cell. Since spreadsheet cell formulas are not generally invertible, though, this technique is of somewhat limited value. Many of the concepts common to sequential programming models have analogs in the spreadsheet world. For example, the sequential model of the indexed loop is usually represented as a table of cells, with similar formulas (normally differing only in which cells they reference). Spreadsheets have evolved to use scripting programming languages like VBA as a tool for extensibility beyond what the spreadsheet language makes easy. Shortcomings While spreadsheets represented a major step forward in quantitative modeling, they have deficiencies. Their shortcomings include the perceived unfriendliness of alpha-numeric cell addresses. Research by ClusterSeven has shown huge discrepancies in the way financial institutions and corporate entities understand, manage and police their often vast estates of spreadsheets and unstructured financial data (including comma-separated values (CSV) files and Microsoft Access databases). One study in early 2011 of nearly 1,500 people in the UK found that 57% of spreadsheet users have never received formal training on the spreadsheet package they use. 72% said that no internal department checks their spreadsheets for accuracy. Only 13% said that Internal Audit reviews their spreadsheets, while a mere 1% receive checks from their risk department. Spreadsheets can have reliability problems. Research studies estimate that around 1% of all formulas in operational spreadsheets are in error. Despite the high error risks often associated with spreadsheet authorship and use, specific steps can be taken to significantly enhance control and reliability by structurally reducing the likelihood of error occurrence at their source. The practical expressiveness of spreadsheets can be limited unless their modern features are used. Several factors contribute to this limitation. Implementing a complex model on a cell-at-a-time basis requires tedious attention to detail. Authors have difficulty remembering the meanings of hundreds or thousands of cell addresses that appear in formulas. These drawbacks are mitigated by the use of named variables for cell designations, and employing variables in formulas rather than cell locations and cell-by-cell manipulations. Graphs can be used to show instantly how results are changed by changes in parameter values. The spreadsheet can be made invisible except for a transparent user interface that requests pertinent input from the user, displays results requested by the user, creates reports, and has built-in error traps to prompt correct input. Similarly, formulas expressed in terms of cell addresses are hard to keep straight and hard to audit. Research shows that spreadsheet auditors who check numerical results and cell formulas find no more errors than auditors who only check numerical results. That is another reason to use named variables and formulas employing named variables. Specifically, spreadsheets typically contain many copies of the same formula. When the formula is modified, the user has to change every cell containing that formula. In contrast, most computer languages allow a formula to appear only once in the code and achieve repetition using loops: making them much easier to implement and audit. The alteration of a dimension demands major surgery. When rows (or columns) are added to or deleted from a table, one has to adjust the size of many downstream tables that depend on the table being changed. In the process, it is often necessary to move other cells around to make room for the new columns or rows and to adjust graph data sources. In large spreadsheets, this can be extremely time-consuming. Adding or removing a dimension is so difficult, one generally has to start over. The spreadsheet as a paradigm forces one to decide on dimensionality right of the beginning of one's spreadsheet creation, even though it is often most natural to make these choices after one's spreadsheet model has matured. The desire to add and remove dimensions also arises in parametric and sensitivity analyses. Collaboration in authoring spreadsheet formulas can be difficult when such collaboration occurs at the level of cells and cell addresses. Other problems associated with spreadsheets include: Some sources advocate the use of specialized software instead of spreadsheets for some applications (budgeting, statistics) Many spreadsheet software products, such as Microsoft Excel (versions prior to 2007) and OpenOffice.org Calc (versions prior to 2008), have a capacity limit of 65,536 rows by 256 columns (216 and 28 respectively). This can present a problem for people using very large datasets, and may result in data loss. In spite of the time passed, a recent example is the loss of COVID-19 positives in the British statistics for September and October 2020. Lack of auditing and revision control. This makes it difficult to determine who changed what and when. This can cause problems with regulatory compliance. Lack of revision control greatly increases the risk of errors due to the inability to track, isolate and test changes made to a document. Lack of security. Spreadsheets lack controls on who can see and modify particular data. This, combined with the lack of auditing above, can make it easy for someone to commit fraud. Because they are loosely structured, it is easy for someone to introduce an error, either accidentally or intentionally, by entering information in the wrong place or expressing dependencies among cells (such as in a formula) incorrectly. The results of a formula (example "=A1*B1") applies only to a single cell (that is, the cell the formula is located in—in this case perhaps C1), even though it can "extract" data from many other cells, and even real-time dates and actual times. This means that to cause a similar calculation on an array of cells, an almost identical formula (but residing in its own "output" cell) must be repeated for each row of the "input" array. This differs from a "formula" in a conventional computer program, which typically makes one calculation that it applies to all the input in turn. With current spreadsheets, this forced repetition of near-identical formulas can have detrimental consequences from a quality assurance standpoint and is often the cause of many spreadsheet errors. Some spreadsheets have array formulas to address this issue. Trying to manage the sheer volume of spreadsheets that may exist in an organization without proper security, audit trails, the unintentional introduction of errors, and other items listed above can become overwhelming. While there are built-in and third-party tools for desktop spreadsheet applications that address some of these shortcomings, awareness, and use of these is generally low. A good example of this is that 55% of Capital market professionals "don't know" how their spreadsheets are audited; only 6% invest in a third-party solution Spreadsheet risk Spreadsheet risk is the risk associated with deriving a materially incorrect value from a spreadsheet application that will be utilized in making a related (usually numerically based) decision. Examples include the valuation of an asset, the determination of financial accounts, the calculation of medicinal doses, or the size of a load-bearing beam for structural engineering. The risk may arise from inputting erroneous or fraudulent data values, from mistakes (or incorrect changes) within the logic of the spreadsheet or the omission of relevant updates (e.g., out of date exchange rates). Some single-instance errors have exceeded US$1 billion. Because spreadsheet risk is principally linked to the actions (or inaction) of individuals it is defined as a sub-category of operational risk. Despite this, research carried out by ClusterSeven revealed that around half (48%) of c-level executives and senior managers at firms reporting annual revenues over £50m said there were either no usage controls at all or poorly applied manual processes over the use of spreadsheets at the firms. In 2013 Thomas Herndon, a graduate student of economics at the University of Massachusetts Amherst found major coding flaws in the spreadsheet used by the economists Carmen Reinhart and Kenneth Rogoff in Growth in a Time of Debt, a very influential 2010 journal article. The Reinhart and Rogoff article was widely used as justification to drive 2010–2013 European austerity programs. See also Attribute-value system Comparison of spreadsheet software Moving and copying in spreadsheets List of spreadsheet software Model audit Notes References External links comp.apps.spreadsheets FAQ by Russell Schulz Extending the Concept of Spreadsheet by Jocelyn Paine Spreadsheet – Its First Computerization (1961–1964) by Richard Mattessich CICS history and introduction of IBM 3270 by Bob Yelavich Autoplan & Autotab article by Creative Karma Spreadsheets in Science American inventions
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School choice is a term for pre-college public education options, describing a wide array of programs offering students and their families voluntary alternatives to publicly provided schools, to which students are generally assigned by the location of their family residence. In the United States, the most common—both by number of programs and by number of participating students—school choice programs are scholarship tax credit programs, which allow individuals or corporations to receive tax credits toward their state taxes in exchange for donations made to non-profit organizations that grant private school scholarships. In other cases, a similar subsidy may be provided by the state through a school voucher program. Other school choice options include open enrollment laws (which allow students to attend public schools outside the district in which the students live), charter schools, magnet schools, virtual schools, homeschooling, education savings accounts (ESAs), and individual tax credits or deductions for educational expenses. History Economist and Nobel laureate Milton Friedman proposed in 1955 using free market principles to improve the United States public school system. The practice had been that children were assigned a public school based on where their parents live, which public schools were funded by state and local taxes. Friedman proposed that parents should be able to receive those education funds in the form of vouchers, which would allow them to choose their children's schools, including both public and private, religious and non-religious options. In 1996, Friedman and his wife economist Rose Director Friedman founded the Friedman Foundation for Educational Choice, (now EdChoice). This American education reform organization headquartered in Indianapolis, Indiana seeks to advance “school choice for all children” nationwide. The first use of school vouchers in the United States dated back to state tuition grants provided by Virginia's 1956 Stanley Plan, which financed white-only private schools known as segregation academies. Other states followed until the practice was disallowed by Griffin v. County School Board of Prince Edward County (1964). Forms Scholarship tax credits States with scholarship tax credit programs grant individuals and/or businesses a full or partial credit toward their taxes for donations made to scholarship granting organizations (also called school tuition organizations). SGOs/STOs use the donations to create scholarships that are given to help pay for the cost of tuition for students. These scholarships allow students to attend private schools or out-of-district public schools that would otherwise be prohibitively expensive for many families. These programs currently exist in fourteen states in the United States: Alabama, Arizona, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Minnesota, New Hampshire, Oklahoma, Pennsylvania, Rhode Island, and Virginia. Vouchers Vouchers give students the opportunity to attend a private school of their choosing, secular or religious. This would be paid for by accessing all or part of the public funding set aside for their children’s education. Charter schools Charter schools are independent public schools which are exempt from many of the state and local regulations which govern most public schools. These exemptions grant charter schools some autonomy and flexibility with decision-making, such as teacher union contracts, hiring, and curriculum. In return, charter schools are subject to stricter accountability on spending and academic performance. The majority of states (and the District of Columbia) have charter school laws, though they vary in how charter schools are approved. Minnesota was the first state to have a charter school law and the first charter school in the United States, City Academy High School, opened in St. Paul, Minnesota in 1992. The prevalence of charter schools has increased with the support of the Obama Administration. Under the Administration, the Department of Education has provided funding incentives to states and school districts that increase the number of charter schools. Somewhere between 22 and 26% of Dayton, Ohio children are in charter schools. This is the highest percentage in the nation. Other hotbeds for charter schools are Kansas City (24%), Washington, D.C. (20-24%), and Arizona. Almost one in four public schools in Arizona are charter schools, comprising about 8% of total enrollment. Charter schools can also come in the form of cyber charters. Cyber charter schools deliver the majority of their instruction over the internet instead of in a school building. And, like all charter schools, cyber charters are public schools, but they are free from some of the rules and regulations that conventional public schools must follow. Magnet schools Magnet schools are public schools that often have a specialized function like science, technology, or art. These magnet schools, unlike charter schools, are not open to all children. Much like many private schools, some (but not all) magnet schools require a test to get in. Magnet schools are an example of open enrollment programs. Open enrollment refers to district or statewide programs that allow families to choose public schools other than the ones they are assigned. Intradistrict open enrollment programs allow school choice within a district. Interdistrict open enrollment allows families to choose schools outside the district in other districts. Homeschooling Home education or homeschooling is education taught in a child's home or provided primarily by a parent or under direct parental control. Informal home education has always taken place, and formal instruction in the home has at times also been very popular. As public education grew in popularity during the 1900s, however, the number of people educated at home using a planned curriculum dropped. In the last 20 years, in contrast, the number of children being formally educated at home has grown tremendously, in particular in the United States. The laws relevant to home education differ throughout the country. In some states, the parent simply needs to notify the state that the child will be educated at home. In other states, the parents are not free to educate at home unless at least one parent is a certified teacher and yearly progress reports are reviewed by the state. Such laws are not always enforced, however. According to the United States Department of Education and the National Center for Education Statistics, about 1.8 million children were home educated in 2012. Inter-district enrollment District of Choice is a program in California created in 1993, allowing any California public school district to enroll students outside district lines. To participate in the program, district governing boards only need to declare themselves a District of Choice and set a quota for how many transfer students to accept to participate in the program. School districts cannot discriminate among students to enroll but can limit them through an unbiased lottery system. The program was created in response to several parents' concerns over the lack of choice of schools to enroll their children in. Currently 47 school districts and 10,000 students participate in the program, serving 5 percent of school districts and 0.2 percent of students in California. Education Savings Accounts This variant of school choice allows the parent to withdraw their child out of the public or charter school, and receive a direct deposit of public funds into a government-authorized savings account. These funds are often distributed in the form of a debit card that can be used to pay for various services, such as private school tuition and fees, online programs, private tutoring, community college costs, higher education services, and other approved learning materials and services. ESA’s also acquire the ability to pay for a combination of public school courses and private services. Tax credit/deduction for educational expenses Certain states allow parents to claim a tax credit or deduction as a means to provide relief for certain educational expenses. These can include private school tuition, textbooks, school supplies and equipment, tutoring, and transportation. Currently, Alabama, Illinois, Indiana, Iowa, Louisiana, Minnesota, and Wisconsin have such programs. Individual Tax Credit and Deduction Option This form of choice abates the income tax for parents, so approved educational expenses can be more economical. Approved educational expenses include private school tuition, supplies, computers, books, tutors, and transportation. Online Learning Online learning permits students to work with teachers and their courses over the internet. This can be used in cooperation with, or in place of traditional classroom instruction. The online learning can be also paid for by accessing ESA’s and vouchers. Customized Learning This form of tutelage is a student-tailored form of education. This form of instruction can have various combinations. For example, course choice programs, public school courses, and special education therapies can all be integrated into a student's curriculum. There are a myriad of possibilities, especially as learning innovations continue to occur. Debate Support The goal of school choice programs is to give parents more control over their child's education and to allow parents to pursue the most appropriate learning environments for children. For example, school choice may enable parents to choose a school that provides religious instruction, stronger discipline, better foundational skills (including reading, writing, mathematics, and science), everyday skills (from handling money to farming), or other desirable traits. Supporters of voucher models of school choice argue that choice creates competition between schools for students. Schools that fail to attract students can be closed. Advocates of school choice argue that this competition for students (and the dollars that come with them) create a catalyst for schools to create innovative programs, become more responsive to parental demands, and to increase student achievement. Caroline Hoxby suggests that this competition increases the productivity of a school. Hoxby describes a productive school as being one that produces high student achievement for each dollar spent. Others suggest that this competition gives parents more power to influence their child's school in the school marketplace. Parents and students become the consumers and schools must work to attract new students with new programs. Parents also have the ability to punish schools that they judge to be inferior by leaving the 'bad' school for a better, more highly ranked school. Parents look for schools that will advocate for the needs of their child and if the school does not meet the needs required for that child, parents have the choice to find a school that will be more suitable. This freedom to choose puts the consequences of good or bad choosing on the parents instead of the government. Another argument in favor of school choice is based on cost-effectiveness. Studies undertaken by the Cato Institute and other libertarian and conservative think tanks claim that privately run education both costs less and produces superior outcomes compared to public education. Others argue that since children from impoverished families almost exclusively attend D- or F-ranked public schools, school choice programs would give parents the power to opt their children out of poorly-performing schools assigned by zip code and seek better education elsewhere. Supporters say this would level the playing field by broadening opportunities for low-income students—particularly minorities—to attend high-quality schools that would otherwise be accessible only to higher-income families. Proponents also argue school choice programs improve mental health. One study found that states that adopted charter school laws experienced a decline in adolescent suicides, and that private schooling reduces the likelihood of adults reporting mental health issues. Its supporters also believe it can reduce the negative effects from bullying because families could choose to send their kids to a different school if they are experiencing bullying. The "Organisation Internationale pour le Droit à l'Education et la Liberté d'Enseignement (OIDEL)" -- () -- an international non-profit organization for the development of freedom of education, maintains that the right to education is a fundamental human right which cannot exist without the presence of State benefits and the protection of individual liberties. According to the organization, freedom of education notably implies the freedom for parents to choose a school for their children without discrimination on the basis of finances. To advance freedom of education, OIDEL promotes a greater parity between public and private schooling systems. The Walton Foundation has also held charter school investment conferences featuring Standard & Poor's, Piper Jaffray, Bank of America, and Wells Capital Management. Opposition Teachers' unions in the United States are very opposed to school choice. School choice measures are criticized as profiteering in an under-regulated environment. Charter authorization organizations have non-profit status; and contract with related for-profit entities with public funding. Reports indicate that charters create organizational arms that profit by charging high rent, and that while the facilities are used as schools, there are no property taxes. Public school entities are chiefly concerned that these school choice measures are taking funding away from public schools and therefore depleting their already strained resources. Other opponents of certain school choice policies (particularly vouchers) have cited the Establishment Clause and individual state Blaine amendments, which forbid, to one degree or another, the use of direct government aid to religiously affiliated entities. This is of particular concern in the voucher debate because voucher dollars are often spent at parochial schools. Some school choice measures are criticized by public school entities, organizations opposed to church-state entanglement, and self-identified liberal advocacy groups. Plaintiffs who have filed suit to challenge the constitutionality of state-sponsored school choice laws include school boards associations, public school districts, federations for teachers, associations of school business officials, unions for public school teachers, the American Civil Liberties Union, the Freedom From Religion Foundation, and People for the American Way. School choice has been criticized for aiming to privatize schooling. There is evidence that school choice programs reduce housing prices, and that they do so in high-performing districts more than in low-performing districts. International overview and major institutional options Belgium According to the OECD, the Flemish Community of Belgium has a high-performing education system as measured by PISA scores. Most private schools are considered "government-dependent" and subject to government targets and inspections. Schools are not allowed to select students based on results of admissions tests, performance, religious background, or gender. The Flemish education system benefits from the advantages of school choice, such as the choice between teaching styles and competition, while suffering from relatively high socio-economic segregation. Finland The basic compulsory educational system in Finland is the nine-year comprehensive school (Finnish peruskoulu, Swedish grundskola, "basic school"), for which school attendance is mandatory (homeschooling is allowed, but extremely rare). There are no so-called "gifted" programs. The more able children are expected to help those who are slower to catch on. France The French government subsidizes most private primary and secondary schools, including those affiliated with religious denominations, under contracts stipulating that education must follow the same curriculum as public schools and that schools cannot discriminate on grounds of religion or force pupils to attend religion classes. This system of école libre (Free Schooling) is mostly used not for religious reasons, but for practical reasons (private schools may offer more services, such as after-class tutoring) as well as the desire of parents living in disenfranchised areas to send their children away from the local schools, where they perceive that the youth are too prone to delinquency or have too many difficulties keeping up with schooling requirements that the educational content is bound to suffer. The threatened repealing of that status in the 1980s triggered mass street demonstrations (fr) in favor of the status. Sweden Sweden reformed its school system in 1992. Its system of school choice is one of the freest in the world, allowing students to use public funds for the publicly or privately run school of their choice, including religious and for-profit schools. Fifteen years after the reform, private school enrollment had increased from 1% to 10% of the student population. Chile In Chile, there is an extensive voucher system in which the state pays private and municipal schools directly, based on average attendance (90% of the country's students utilize such a system). The result has been a steady increase in the number and recruitment of private schools that show consistently better results in standardized testing than municipal schools. The reduction of students in municipal schools has gone from 78% of all students in 1981, to 57% in 1990, and to less than 50% in 2005. Regarding vouchers in Chile, researchers have found that when controls for the student's background (parental income and education) are introduced, the difference in performance between public and private subsectors is not significant. There is also greater variation within each subsector than between the two systems. United States A variety of forms of school choice exist in the United States. It is a highly debatable subject because some people wish to use taxpayer dollars in order to allow low-income students the choice of private schools by way of vouchers. Scholarship tax credits Scholarship tax credit programs currently exist in Alabama, Arizona, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Minnesota, New Hampshire, Oklahoma, Pennsylvania, Rhode Island, and Virginia. Arizona has a well-known and fast-growing tax credit program. In the Arizona Individual Private School Tuition Tax Credit Program, in accordance with A.R.S. §43-1089 and §1089.03, individuals can claim up to $1,053 and couples filing joint returns can claim up to $2106 (for 2014, amounts are indexed annually). Nearly 24,000 children received scholarships in the 2011-2012 school year. Since the program has started in 1998, over 77,500 taxpayers have participated in the program, providing over $500 million in scholarship money for children at private schools across the state. The Arizona program was challenged in court in ACSTO v Winn by a group of state taxpayers on the grounds that the tax credit violated the First Amendment because the tuition grants could go to students who attend private schools with religious affiliations. The suit was initially brought against the state until the Arizona Christian School Tuition Organization (ACSTO), one of the largest School Tuition Organizations in the state, voluntarily stepped in to represent the defense with the help of the Alliance Defending Freedom (formerly Alliance Defense Fund). Typically, taxpayers are not allowed to bring suit against the government regarding how taxes are spent because injury would be purely speculative. In addition, insomuch as a donation to a School Tuition Organization is still a charitable act, just like any donation to a charity, there would be no standing unless all charitable deduction programs nationwide were brought under scrutiny. The Court ruled 5-4 to let the tax credit program stand. In April 2011, a Fairleigh Dickinson University PublicMind poll found that a majority of American voters (60%) felt that the tax credits support school choice for parents whereas 26% felt as if the tax credits support religion. In Iowa, the Educational Opportunities Act was signed into law in 2006, creating a pool of tax credits for eligible donors to student tuition organizations (STOs). At first, these tax caps were $5 million but in 2007, Governor Chet Culver increased the total amount to $7.5 million. The Iowa Alliance for Choice in Education (Iowa ACE) oversees the STOs and advocates for school choice in Iowa. Greater Opportunities for Access to Learning (GOAL) is the Georgia program which offers a state income tax credit to donors of scholarships to private schools. Representative David Casas was responsible for passing the Georgia version of the school choice legislation. Vouchers Vouchers currently exist in Wisconsin, Ohio, Florida, Indiana and, most recently, the District of Columbia and Georgia. The largest and oldest Voucher program is in Milwaukee. Started in 1990, and expanded in 1995, it currently allows no more than 15% of the district's public school enrollment to use vouchers. As of 2005 over 14,000 students use vouchers and they are nearing the 15% cap. School vouchers are legally controversial in some states. In 2014 a lawsuit sought to challenge the legality of the Florida voucher program. In the U.S., the legal and moral precedents for vouchers may have been set by the G.I. bill, which includes a voucher program for university-level education of veterans. The G.I. bill permits veterans to take their educational benefits at religious schools, an extremely divisive issue when applied to primary and secondary schools. In Zelman v. Simmons-Harris, 536 U.S. 639 (2002), the Supreme Court of the United States held that school vouchers could be used to pay for education in sectarian schools without violating the Establishment Clause of the First Amendment. As a result, states are basically free to enact voucher programs that provide funding for any school of the parent's choosing. The Supreme Court has not decided, however, whether states can provide vouchers for secular schools only, excluding sectarian schools. Proponents of funding for parochial schools argue that such an exclusion would violate the free exercise clause. However, in Locke v. Davey, 540 U.S. 712 (2004), the Court held that states could exclude majors in "devotional theology" from an otherwise generally available college scholarship. The Court has not indicated, however, whether this holding extends to the public school context, and it may well be limited to the context of individuals training to enter the ministry. Charter schools The majority of states (and the District of Columbia) have charter school laws. Minnesota was the first state to have a charter school law and the first charter school in the United States, City Academy, opened in St. Paul, Minnesota in 1992. Dayton, Ohio has between 22 and 26% of all children in charter schools. This is the highest percentage in the nation. Other hotbeds for charter schools are Kansas City (24%), Washington, D.C. (20-24%), and the State of Arizona. Almost 1 in 4 public schools in Arizona are charter schools, comprising about 8% of total enrollment. Charter schools can also come in the form of Cyber Charters. Cyber charter schools deliver the majority of their instruction over the internet instead of in a school building. And, like charter schools, they are public schools, but free of many of the rules and regulations that public schools must follow. Magnet schools Magnet schools are public schools that often have a specialized function like science, technology or art. These magnet schools, unlike charter schools, are not open to all children. Much like many private schools, the students must test into the school. Home schooling The laws relevant to homeschooling differ between US states. In some states, the parent simply needs to notify the state that the child will be educated at home. In other states, the parents are not free to educate at home unless at least one parent is a certified teacher and yearly progress reports are reviewed by the state. Such laws are not always enforced, however. According to the Federal Government, about 1.1 million children were Home Educated in 2003. College The United States has school choices at the university level. College students can get subsidized tuition by attending any public college or university within their state of residence. Furthermore, the U.S. federal government provides tuition assistance for both public and private colleges via the G.I. Bill and federally guaranteed student loans. See also Milton Friedman Tax choice School choice in Florida References Competition (economics) Education economics Education policy
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Biological systematics is the study of the diversification of living forms, both past and present, and the relationships among living things through time. Relationships are visualized as evolutionary trees (synonyms: cladograms, phylogenetic trees, phylogenies). Phylogenies have two components: branching order (showing group relationships) and branch length (showing amount of evolution). Phylogenetic trees of species and higher taxa are used to study the evolution of traits (e.g., anatomical or molecular characteristics) and the distribution of organisms (biogeography). Systematics, in other words, is used to understand the evolutionary history of life on Earth. The word systematics is derived from Latin word `systema', which means systematic arrangement of organisms. Carl Linnaeus used 'Systema Naturae' as the title of his book. Branches and applications In the study of biological systematics, researchers use the different branches to further understand the relationships between differing organisms. These branches are used to determine the applications and uses for modern day systematics. Biological systematics classifies species by using three specific branches. Numerical systematics, or biometry, uses biological statistics to identify and classify animals. Biochemical systematics classifies and identifies animals based on the analysis of the material that makes up the living part of a cell—such as the nucleus, organelles, and cytoplasm. Experimental systematics identifies and classifies animals based on the evolutionary units that comprise a species, as well as their importance in evolution itself. Factors such as mutations, genetic divergence, and hybridization all are considered evolutionary units. With the specific branches, researchers are able to determine the applications and uses for modern-day systematics. These applications include: Studying the diversity of organisms and the differentiation between extinct and living creatures. Biologists study the well-understood relationships by making many different diagrams and "trees" (cladograms, phylogenetic trees, phylogenies, etc.). Including the scientific names of organisms, species descriptions and overviews, taxonomic orders, and classifications of evolutionary and organism histories. Explaining the biodiversity of the planet and its organisms. The systematic study is that of conservation. Manipulating and controlling the natural world. This includes the practice of 'biological control', the intentional introduction of natural predators and disease. Definition and relation with taxonomy John Lindley provided an early definition of systematics in 1830, although he wrote of "systematic botany" rather than using the term "systematics". In 1970 Michener et al. defined "systematic biology" and "taxonomy" (terms that are often confused and used interchangeably) in relationship to one another as follows: Systematic biology (hereafter called simply systematics) is the field that (a) provides scientific names for organisms, (b) describes them, (c) preserves collections of them, (d) provides classifications for the organisms, keys for their identification, and data on their distributions, (e) investigates their evolutionary histories, and (f) considers their environmental adaptations. This is a field with a long history that in recent years has experienced a notable renaissance, principally with respect to theoretical content. Part of the theoretical material has to do with evolutionary areas (topics e and f above), the rest relates especially to the problem of classification. Taxonomy is that part of Systematics concerned with topics (a) to (d) above. The term "taxonomy" was coined by Augustin Pyramus de Candolle while the term "systematic" was coined by Carl Linnaeus the father of taxonomy. Taxonomy, systematic biology, systematics, biosystematics, scientific classification, biological classification, phylogenetics: At various times in history, all these words have had overlapping, related meanings. However, in modern usage, they can all be considered synonyms of each other. For example, Webster's 9th New Collegiate Dictionary of 1987 treats "classification", "taxonomy", and "systematics" as synonyms. According to this work, the terms originated in 1790, c. 1828, and in 1888 respectively. Some claim systematics alone deals specifically with relationships through time, and that it can be synonymous with phylogenetics, broadly dealing with the inferred hierarchy of organisms. This means it would be a subset of taxonomy as it is sometimes regarded, but the inverse is claimed by others. Europeans tend to use the terms "systematics" and "biosystematics" for the study of biodiversity as a whole, whereas North Americans tend to use "taxonomy" more frequently. However, taxonomy, and in particular alpha taxonomy, is more specifically the identification, description, and naming (i.e. nomenclature) of organisms, while "classification" focuses on placing organisms within hierarchical groups that show their relationships to other organisms. All of these biological disciplines can deal with both extinct and extant organisms. Systematics uses taxonomy as a primary tool in understanding, as nothing about an organism's relationships with other living things can be understood without it first being properly studied and described in sufficient detail to identify and classify it correctly. Scientific classifications are aids in recording and reporting information to other scientists and to laymen. The systematist, a scientist who specializes in systematics, must, therefore, be able to use existing classification systems, or at least know them well enough to skilfully justify not using them. Phenetics was an attempt to determine the relationships of organisms through a measure of overall similarity, making no distinction between plesiomorphies (shared ancestral traits) and apomorphies (derived traits). From the late-20th century onwards, it was superseded by cladistics, which rejects plesiomorphies in attempting to resolve the phylogeny of Earth's various organisms through time. systematists generally make extensive use of molecular biology and of computer programs to study organisms. Taxonomic characters Taxonomic characters are the taxonomic attributes that can be used to provide the evidence from which relationships (the phylogeny) between taxa are inferred. Kinds of taxonomic characters include: Morphological characters General external morphology Special structures (e.g. genitalia) Internal morphology (anatomy) Embryology Karyology and other cytological factors Physiological characters Metabolic factors Body secretions Genic sterility factors Molecular characters Immunological distance Electrophoretic differences Amino acid sequences of proteins DNA hybridization DNA and RNA sequences Restriction endonuclease analyses Other molecular differences Behavioral characters Courtship and other ethological isolating mechanisms Other behavior patterns Ecological characters Habit and habitats Food Seasonal variations Parasites and hosts Geographic characters General biogeographic distribution patterns Sympatric-allopatric relationship of populations See also Cladistics – a methodology in systematics Evolutionary systematics – a school of systematics Global biodiversity Phenetics – a methodology in systematics that does not infer phylogeny Phylogeny – the historical relationships between lineages of organism 16S ribosomal RNA – an intensively studied nucleic acid that has been useful in phylogenetics Phylogenetic comparative methods – use of evolutionary trees in other studies, such as biodiversity, comparative biology. adaptation, or evolutionary mechanisms References Notes Further reading Schuh, Randall T. and Andrew V. Z. Brower. 2009. Biological Systematics: Principles and Applications, 2nd edn. Simpson, Michael G. 2005. Plant Systematics. Wiley, Edward O. and Bruce S. Lieberman. 2011. "Phylogenetics: Theory and Practice of Phylogenetic Systematics, 2nd edn." External links Society of Australian Systematic Biologists Society of Systematic Biologists The Willi Hennig Society Evolutionary biology Biological classification
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Solitaire is any tabletop game which one can play by oneself, usually with cards, but also with dominoes. The term "solitaire" is also used for single-player games of concentration and skill using a set layout tiles, pegs or stones. These games include peg solitaire and mahjong solitaire. The game is most often played by one person, but can incorporate others. History The origins of Card Solitaire or Patience are unclear, but the earliest records appear in the late 1700s across northern Europe and Scandinavia. The term Patiencespiel appears in Das neue Königliche L’Hombre-Spiel, a German book published in 1788. Books were also reported to appear in Sweden and Russia in the early 1800s. There are additional references to Patience in French literature. In the United States, the first card solitaire book, Patience: A series of thirty games with cards, was published by Ednah Cheney in 1870. The card game that many people identify with Solitaire is Klondike Solitaire, which is the most played solitaire game. Although it was originally played with a physical deck of cards, it was especially popularized by Microsoft Solitaire, a digital implementation that was included with the Windows operating system from 1990 onwards. Forks of PySol are platform-independent, open-source implementations of hundreds of solitaire games. Many other software implementations of solitaire exist, and it is still frequently played on computers, mobile devices, and online as a recreational game. Types of solitaire games Patience or card solitaire, also known as "solitaire with cards", generally involves placing cards in a layout, and sorting them according to specific rules. The most common solitaire card game is Klondike. Other popular variations include Spider, Yukon, and FreeCell. Mahjong solitaire is a single-player matching game that uses a set of mahjong tiles rather than playing cards. It is more commonly played on a computer, than as a physical tabletop game. Peg solitaire is a board game where the goal is to empty the board of pegs through movement and capturing. It is more of a puzzle than a game, since it is repeatable once it is solved. Concentration also known as Memory, Pelmanism, Shinkei-suijaku, Pexeso or simply Pairs, is a card game in which all of the cards are laid face down on a surface and two cards are flipped face up over each turn. The object of the game is to turn over pairs of matching cards. See also List of patience games References External links David Parlett. Historic Card Games: Patience playing-card solitaires Single-player games Card games
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Apart from being a large city with an active cultural life, Stockholm, the capital of Sweden, houses many national cultural institutions. There are two UNESCO World Heritage Sites in the Stockholm County area: the Royal Palace Drottningholm (within Ekerö Municipality) and the Skogskyrkogården (The Woodland Cemetery). Stockholm was the 1998 European City of Culture. Literature Authors connected to Stockholm include the poet and songwriter Carl Michael Bellman (1740–1795), novelist and dramatist August Strindberg (1849–1912), and novelist Hjalmar Söderberg (1869–1941), all of whom made Stockholm part of their works. Other authors with notable heritage in Stockholm were the Nobel Prize laureate Eyvind Johnson (1900–1976) and the popular poet and composer Evert Taube (1890–1976). The novelist Per Anders Fogelström (1917–1998) wrote a popular series of historical novels depicting life in Stockholm from the 19th to the mid-20th century. Architecture The city's oldest section is Gamla stan (Old Town), located on the original small islands of the city's earliest settlements and still featuring the medieval street layout. Some notable buildings of Gamla Stan are the large German Church (Tyska kyrkan) and several mansions and palaces: the Riddarhuset (the House of Nobles), the Bonde Palace, the Tessin Palace and the Oxenstierna Palace. The oldest building in Stockholm is the Riddarholmskyrkan from the late 13th century. After a fire in 1697 when the original medieval castle was destroyed, Stockholm Palace was erected in a baroque style. Storkyrkan Cathedral, the episcopal seat of the Bishop of Stockholm, stands next to the castle. It was founded in the 13th century but is clad in a baroque exterior dating to the 18th century. As early as the 15th century, the city had expanded outside of its original borders. Some pre-industrial, small-scale buildings from this era can still be found in Södermalm. During the 19th century and the age of industrialization Stockholm grew rapidly, with plans and architecture inspired by the large cities of the continent such as Berlin and Vienna. Notable works of this time period include public buildings such as the Royal Swedish Opera and private developments such as the luxury housing developments on Strandvägen. In the 20th century, a nationalistic push spurred a new architectural style inspired by medieval and renaissance ancestry as well as influences of the Jugend / Art Nouveau style. A key landmark of Stockholm, the Stockholm City Hall, was erected 1911–1923 by architect Ragnar Östberg. Other notable works of these times are the Stockholm Public Library and the Forest Cemetery, Skogskyrkogården Modernism characterized the style of the Stockholm International Exhibition (1930) and the development of the city as it grew in that decade. New residential areas sprang up such as the development on Gärdet while industrial development added to the growth, such as the KF manufacturing industries on Kvarnholmen located in the Nacka Municipality. In the 1950s, suburban development entered a new phase with the introduction of the Stockholm metro. The modernist developments of Vällingby and Farsta where internationally praised. In the 1960s this suburban development continued but with the aesthetic of the times, the industrialised and mass-produced blocks of flats received a large amount of criticism. At the same time that this suburban development was happening the most central areas of the inner city were being redesigned. Sergels Torg, with its five high-rise office towers was created in the 1960s, followed by the total clearance of large areas to make room for new development projects. The most notable buildings from this period is the ensemble of the House of Culture, City Theatre and National Bank building, designed by architect Peter Celsing. Notable buildings Museums Stockholm boasts some 70 museums, making the city host one of the largest numbers of museums in the world. Collectively, these museums are visited by over 9 million people per year. One of the most renowned museums is the Nationalmuseum, with the largest national collection of art: 16,000 paintings and 30,000 objects of art handicraft. The collection dates back to the days of Gustav Vasa in the 16th century, and has since been expanded with works by artists such as Rembrandt, and Antoine Watteau, as well as constituting a main part of Sweden's art heritage, manifested in the works of Alexander Roslin, Anders Zorn, Johan Tobias Sergel, Carl Larsson, Carl Fredrik Hill and Ernst Josephson. The Museum of Modern Art, or Moderna Museet, is Sweden's national museum of modern art. It has works by famous modern artists such as Picasso and Salvador Dalí. Other notable museums in Stockholm include: Nationalmuseum Skansen - An open air heritage museum and zoo Vasa Museum, dedicated to the restored Vasa, a ship that sank in 1628 The Nordic Museum with art and design from the Nordic countries The Stockholm City Museum The Museum of Medieval Stockholm The National Museum of Science and Technology The National Maritime Museum The Swedish Museum of Natural History The Biological museum, Swedish flora and fauna. The Museum of Spirits Millesgården - The home of sculptor Carl Milles. Theatres Distinguished among Stockholm's many theatres are the Royal Dramatic Theatre (Dramaten), one of Europe's most renowned theatres, and the Royal Swedish Opera, inaugurated in 1773. Other notable theatres are the Stockholm City Theatre, the Peoples Opera (Folkoperan), the Modern Theatre of Dance (Moderna dansteatern), the China Theatre, the Göta Lejon Theatre, the Mosebacke Theatre, and the Oscar Theatre. The stages of Stockholm number in their fifties at the least, and a wide variety of plays are constantly on, from classical to newly written. Media Stockholm is basically the media center of Sweden. It has four nationwide daily newspapers, is also the central location of the publicly funded radio (SR) and television (SVT); in addition, all other major television channels have their base in Stockholm (TV4 TV3, TV6 and Kanal 5). All major magazines are also located to Stockholm, as are the largest literature publisher, the Bonnier group. Sports The most popular spectator sports are football and ice hockey. The three most popular football teams are AIK, Hammarby IF and Djurgårdens IF. Historically, the city was the host of the 1912 Summer Olympics. From those days stem the Stockholms Olympiastadion which has since hosted numerous sports events, notably football and athletics. Stadion is the previous home arena of AIK and is the current home arena of Djurgårdens IF. For Sweden men's national ice hockey team, the home arena is Avicii Arena, one of the largest spherical building in the world, but it is also hosting concerts and other events. Stockholm also hosted all but one of the Nordic Games, a winter multi-sport event that predated the Winter Olympics. Annual events Stockholm Jazz Festival is one of Sweden's oldest festivals, the festival takes place at Skeppsholmen in July. Stockholm Pride is the largest Pride event in the Nordic countries and takes place in the last week of July every year. The Stockholm Pride always ends with a parade and in 2007, 50 000 people marched with the parade and about 500 000 watched it. The Stockholm Marathon takes place on a Saturday in early June each year The Nobel Banquet takes place at Stockholm City Hall every year on December 10 See also Culture of Sweden History of Stockholm External links Stockholm Town - Stockholm's official tourist page Gratis i Stockholm - Stockholm's website with only free cultural events References
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The Semi-Automatic Ground Environment (SAGE) was a system of large computers and associated networking equipment that coordinated data from many radar sites and processed it to produce a single unified image of the airspace over a wide area. SAGE directed and controlled the NORAD response to a possible Soviet air attack, operating in this role from the late 1950s into the 1980s. Its enormous computers and huge displays remain a part of cold war lore, and after decommisioning were common props in movies such as Dr. Strangelove and Colossus, and on science fiction TV series such as The Time Tunnel. The processing power behind SAGE was supplied by the largest discrete component-based computer ever built, the IBM-manufactured AN/FSQ-7. Each SAGE Direction Center (DC) housed an FSQ-7 which occupied an entire floor, approximately not including supporting equipment. The FSQ-7 was actually two computers, "A" side and "B" side. Computer processing was switched from "A" side to "B" side on a regular basis, allowing maintenance on the unused side. Information was fed to the DCs from a network of radar stations as well as readiness information from various defense sites. The computers, based on the raw radar data, developed "tracks" for the reported targets, and automatically calculated which defenses were within range. Operators used light guns to select targets on-screen for further information, select one of the available defenses, and issue commands to attack. These commands would then be automatically sent to the defense site via teleprinter. Connecting the various sites was an enormous network of telephones, modems and teleprinters. Later additions to the system allowed SAGE's tracking data to be sent directly to CIM-10 Bomarc missiles and some of the US Air Force's interceptor aircraft in-flight, directly updating their autopilots to maintain an intercept course without operator intervention. Each DC also forwarded data to a Combat Center (CC) for "supervision of the several sectors within the division" ("each combat center [had] the capability to coordinate defense for the whole nation"). SAGE became operational in the late 1950s and early 1960s at a combined cost of billions of dollars. It was noted that the deployment cost more than the Manhattan Project—which it was, in a way, defending against. Throughout its development, there were continual concerns about its real ability to deal with large attacks, and the Operation Skyshield tests showed that only about one-fourth of enemy bombers would have been intercepted. Nevertheless, SAGE was the backbone of NORAD's air defense system into the 1980s, by which time the tube-based FSQ-7's were increasingly costly to maintain and completely outdated. Today the same command and control task is carried out by microcomputers, based on the same basic underlying data. Background Earlier systems Just prior to World War II, Royal Air Force (RAF) tests with the new Chain Home (CH) radars had demonstrated that relaying information to the fighter aircraft directly from the radar sites was not feasible. The radars determined the map coordinates of the enemy, but could generally not see the fighters at the same time. This meant the fighters had to be able to determine where to fly to perform an interception but were often unaware of their own exact location and unable to calculate an interception while also flying their aircraft. The solution was to send all of the radar information to a central control station where operators collated the reports into single tracks, and then reported these tracks to the airbases, or sectors. The sectors used additional systems to track their own aircraft, plotting both on a single large map. Operators viewing the map could then see what direction their fighters would have to fly to approach their targets and relay that simply by telling them to fly along a certain heading or vector. This Dowding system was the first ground-controlled interception (GCI) system of large scale, covering the entirety of the UK. It proved enormously successful during the Battle of Britain, and is credited as being a key part of the RAF's success. The system was slow, often providing information that was up to five minutes out of date. Against propeller driven bombers flying at perhaps this was not a serious concern, but it was clear the system would be of little use against jet-powered bombers flying at perhaps . The system was extremely expensive in manpower terms, requiring hundreds of telephone operators, plotters and trackers in addition to the radar operators. This was a serious drain on manpower, making it difficult to expand the network. The idea of using a computer to handle the task of taking reports and developing tracks had been explored beginning late in the war. By 1944, analog computers had been installed at the CH stations to automatically convert radar readings into map locations, eliminating two people. Meanwhile, the Royal Navy began experimenting with the Comprehensive Display System (CDS), another analog computer that took X and Y locations from a map and automatically generated tracks from repeated inputs. Similar systems began development with the Royal Canadian Navy, DATAR, and the US Navy, the Naval Tactical Data System. A similar system was also specified for the Nike SAM project, specifically referring to a US version of CDS, coordinating the defense over a battle area so that multiple batteries did not fire on a single target. All of these systems were relatively small in geographic scale, generally tracking within a city-sized area. Valley Committee When the Soviet Union tested its first atomic bomb in August 1949, the topic of air defense of the US became important for the first time. A study group, the "Air Defense Systems Engineering Committee" was set up under the direction of Dr. George Valley to consider the problem, and is known to history as the "Valley Committee". Their December report noted a key problem in air defense using ground-based radars. A bomber approaching a radar station would detect the signals from the radar long before the reflection off the bomber was strong enough to be detected by the station. The committee suggested that when this occurred, the bomber would descend to low altitude, thereby greatly limiting the radar horizon, allowing the bomber to fly past the station undetected. Although flying at low altitude greatly increased fuel consumption, the team calculated that the bomber would only need to do this for about 10% of its flight, making the fuel penalty acceptable. The only solution to this problem was to build a huge number of stations with overlapping coverage. At that point the problem became one of managing the information. Manual plotting was ruled out as too slow, and a computerized solution was the only possibility. To handle this task, the computer would need to be fed information directly, eliminating any manual translation by phone operators, and it would have to be able to analyze that information and automatically develop tracks. A system tasked with defending cities against the predicted future Soviet bomber fleet would have to be dramatically more powerful that the models used in the NTDS or DATAR. The Committee then had to consider whether or not such a computer was possible. Valley was introduced to Jerome Wiesner, associate director of the Research Laboratory of Electronics at MIT. Wiesner noted that the Servomechanisms Laboratory had already begun development of a machine that might be fast enough. This was the Whirlwind I, originally developed for the Office of Naval Research as a general purpose flight simulator that could simulate any current or future aircraft by changing its software. Wiesner introduced Valley to Whirlwind's project lead, Jay Forrester, who convinced him that Whirlwind was sufficiently capable. In September 1950, an early microwave early-warning radar system at Hanscom Field was connected to Whirlwind using a custom interface developed by Forrester's team. An aircraft was flown past the site, and the system digitized the radar information and successfully sent it to Whirlwind. With this demonstration, the technical concept was proven. Forrester was invited to join the committee. Project Charles With this successful demonstration, Louis Ridenour, chief scientist of the Air Force, wrote a memo stating "It is now apparent that the experimental work necessary to develop, test, and evaluate the systems proposals made by ADSEC will require a substantial amount of laboratory and field effort." Ridenour approached MIT President James Killian with the aim of beginning a development lab similar to the war-era Radiation Laboratory that made enormous progress in radar technology. Killian was initially uninterested, desiring to return the school to its peacetime civilian charter. Ridenour eventually convinced Killian the idea was sound by describing the way the lab would lead to the development of a local electronics industry based on the needs of the lab and the students who would leave the lab to start their own companies. Killian agreed to at least consider the issue, and began Project Charles to consider the size and scope of such a lab. Project Charles was placed under the direction of Francis Wheeler Loomis and included 28 scientists, about half of whom were already associated with MIT. Their study ran from February to August 1951, and in their final report they stated that "We endorse the concept of a centralized system as proposed by the Air Defense Systems Engineering Committee, and we agree that the central coordinating apparatus of this system should be a high-speed electronic digital computer." The report went on to describe a new lab that would be used for generic technology development for the Air Force, Army and Navy, and would be known as Project Lincoln. Project Lincoln Loomis took over direction of Project Lincoln and began planning by following the lead of the earlier RadLab. By September 1951, only months after the Charles report, Project Lincoln had more than 300 employees. By the end of the summer of 1952 this had risen to 1300, and after another year, 1800. The only building suitable for classified work at that point was Building 22, suitable for a few hundred people at most, although some relief was found by moving the non-classified portions of the project, administration and similar, to Building 20. But this was clearly insufficient space. After considering a variety of suitable locations, a site at Laurence G. Hanscom Field was selected, with the groundbreaking taking place in 1951. The terms of the National Security Act were formulated during 1947, leading to the creation of the US Air Force out of the former US Army Air Force. During April of the same year, US Air Force staff were identifying specifically the requirement for the creation of automatic equipment for radar-detection which would relay information to an air defence control system, a system which would function without the inclusion of persons for its operation. The December 1949 "Air Defense Systems Engineering Committee" led by Dr. George Valley had recommended computerized networking for "radar stations guarding the northern air approaches to the United States" (e.g., in Canada). After a January 1950 meeting, Valley and Jay Forrester proposed using the Whirlwind I (completed 1951) for air defense. On August 18, 1950, when the "1954 Interceptor" requirements were issued, the USAF "noted that manual techniques of aircraft warning and control would impose "intolerable" delays" (Air Material Command (AMC) published Electronic Air Defense Environment for 1954 in December .) During February–August 1951 at the new Lincoln Laboratory, the USAF conducted Project Claude which concluded an improved air defense system was needed. In a test for the US military at Bedford on 20 April 1951, data produced by a radar was transmitted through telephone lines to a computer for the first time, showing the detection of a mock enemy aircraft. This first test was directed by C. Robert Wieser. The "Summer Study Group" of scientists in 1952 recommended "computerized air direction centers…to be ready by 1954." IBM's "Project High" assisted under their October 1952 Whirlwind subcontract with Lincoln Laboratory, and a 1952 USAF Project Lincoln "fullscale study" of "a large scale integrated ground control system" resulted in the SAGE approval "first on a trial basis in 1953". The USAF had decided by April 10, 1953, to cancel the competing ADIS (based on CDS), and the University of Michigan's Aeronautical Research Center withdrew in the spring. Air Research and Development Command (ARDC) planned to "finalize a production contract for the Lincoln Transition System". Similarly, the July 22, 1953, report by the Bull Committee (NSC 159) identified completing the Mid-Canada Line radars as the top priority and "on a second-priority-basis: the Lincoln automated system" (the decision to control Bomarc with the automated system was also in 1953.) The Priority Permanent System with the initial (priority) radar stations was completed in 1952 as a "manual air defense system" (e.g., NORAD/ADC used a "Plexiglas plotting board" at the Ent command center.) The Permanent System radar stations included 3 subsequent phases of deployments and by June 30, 1957, had 119 "Fixed CONUS" radars, 29 "Gap-filler low altitude" radars, and 23 control centers". At "the end of 1957, ADC operated 182 radar stations [and] 17 control centers … 32 [stations] had been added during the last half of the year as low-altitude, unmanned gap-filler radars. The total consisted of 47 gap-filler stations, 75 Permanent System radars, 39 semimobile radars, 19 Pinetree stations,…1 Lashup -era radar and a single Texas Tower". "On 31 December 1958, USAF ADC had 187 operational land-based radar stations" (74 were "P-sites", 29 "M-sites", 13 "SM-sites", & 68 "ZI Gap Fillers"). Development Jay Forrester was instrumental in directing the development of the key concept of an interception system during his work at Servomechanisms Laboratory of MIT. The concept of the system, according to the Lincoln Laboratory site was to "develop a digital computer that could receive vast quantities of data from multiple radars and perform real-time processing to produce targeting information for intercepting aircraft and missiles." The AN/FSQ-7 was developed by the Lincoln Laboratory's Digital Computer Laboratory and Division 6, working closely with IBM as the manufacturer. Each FSQ-7 actually consisted of two nearly identical computers operating in "duplex" for redundancy. The design used an improved version of the Whirlwind I magnetic core memory and was an extension of the Whirlwind II computer program, renamed AN/FSQ-7 in 1953 to comply with Air Force nomenclature. It has been suggested the FSQ-7 was based on the IBM 701 but, while the 701 was investigated by MIT engineers, its design was ultimately rejected due to high error rates and generally being "inadequate to the task." IBM's contributions were essential to the success of the FSQ-7 but IBM benefited immensely from its association with the SAGE project, most evidently during development of the IBM 704. On October 28, 1953, the Air Force Council recommended 1955 funding for "ADC to convert to the Lincoln automated system" ("redesignated the SAGE System in 1954"). The "experimental SAGE subsector, located in Lexington, Mass., was completed in 1955…with a prototype AN/FSQ-7…known as XD-1" (single computer system in Building F). In 1955, Air Force personnel began IBM training at the Kingston, New York, prototype facility, and the "4620th Air Defense Wing (experimental SAGE) was established at Lincoln Laboratory" On May 3, 1956, General Partridge presented CINCNORAD's Operational Concept for Control of Air Defense Weapons to the Armed Forces Policy Council, and a June 1956 symposium presentation identified advanced programming methods of SAGE code. For SAGE consulting Western Electric and Bell Telephone Laboratories formed the Air Defense Engineering Service (ADES), which was contracted in January 1954. IBM delivered the FSQ-7 computer's prototype in June 1956, and Kingston's XD-2 with dual computers guided a Cape Canaveral BOMARC to a successful aircraft intercept on August 7, 1958. Initially contracted to RCA, the AN/FSQ-7 production units were started by IBM in 1958 (32 DCs were planned for networking NORAD regions.) IBM's production contract developed 56 SAGE computers for $½ billion (~$18 million per computer pair in each FSQ-7)—cf. the $2 billion WWII Manhattan Project. General Operational Requirements (GOR) 79 and 97 were "the basic USAF documents guiding development and improvement of [the semi-automatic] ground environment. Prior to fielding the AN/FSQ-7 centrals, the USAF initially deployed "pre-SAGE semiautomatic intercept systems" (AN/GPA-37) to Air Defense Direction Centers, ADDCs (e.g., at "NORAD Control Centers"). On April 22, 1958, NORAD approved Nike AADCPs to be collocated with the USAF manual ADDCs at Duncanville Air Force Station TX, Olathe Air Force Station KS, Belleville Air Force Station IL, and Osceola Air Force Station KS. Deployment In 1957, SAGE System groundbreaking at McChord AFB was for DC-12 where the "electronic brain" began arriving in November 1958, and the "first SAGE regional battle post [CC-01] began operating in Syracuse, New York in early 1959". BOMARC "crew training was activated January 1, 1958", and AT&T "hardened many of its switching centers, putting them in deep underground bunkers", The North American Defense Objectives Plan (NADOP 59-63) submitted to Canada in December 1958 scheduled 5 Direction Centers and 1 Combat Center to be complete in Fiscal Year 1959, 12 DCs and 3 CCs complete at the end of FY 60, 19 DC/4 CC FY 61, 25/6 FY 62, and 30/10 FY 63. On June 30 NORAD ordered that "Air Defense Sectors (SAGE) were to be designated as NORAD sectors", (the military reorganization had begun when effective April 1, 1958, CONAD "designated four SAGE sectors – New York, Boston, Syracuse, and Washington – as CONAD Sectors".) SAGE Geographic Reorganization: The SAGE Geographic Reorganization Plan of July 25, 1958, by NORAD was "to provide a means for the orderly transition and phasing from the manual to the SAGE system." The plan identified deactivation of the Eastern, Central, and Western Region/Defense Forces on July 1, 1960, and "current manual boundaries" were to be moved to the new "eight SAGE divisions" (1 in Canada, "the 35th") as soon as possible. Manual divisions "not to get SAGE computers were to be phased out" along with their Manual Air Defense Control Centers at the headquarters base: "9th [at] Geiger Field… 32d, Syracuse AFS… 35th, Dobbins AFB… 58th, Wright-Patterson AFB… 85th, Andrews AFB". The 26th SAGE Division (New York, Boston, Syracuse & Bangor SAGE sectors)--the 1st of the SAGE divisions—became operational at Hancock Field on 1 January 1959 after the redesignation started for AC&W Squadrons (e.g., the Highlands P-9 unit became the 646th Radar Squadron (SAGE) October 1.) Additional sectors included the Los Angeles Air Defense Sector (SAGE) designated in February 1959. A June 23 JCS memorandum approved the new "March 1959 Reorganization Plan" for HQ NORAD/CONAD/ADC. Project Wild Goose teams of Air Material Command personnel installed the Ground Air Transmit Receive stations for the SAGE TDDL (in April 1961, Sault Ste Marie was the first operational sector with TDDL). By the middle of 1960, AMC had determined that about 800,000 man-hours (involving 130 changes) would be required to bring the F-106 fleet to the point where it would be a valuable adjunct to the air defense system. Part of the work (Project Broad Jump) was accomplished by Sacramento Air Materiel Area. The remainder (Project Wild Goose) was done at ADC bases by roving AMC field assistance teams supported by ADC maintenance personnel. (cited by Volume I p. 271 & Schaffel p. 325) After a September 1959 experimental ATABE test between an "abbreviated" AN/FSQ-7 staged at Fort Banks and the Lexington XD-1, the 1961 "SAGE/Missile Master test program" conducted large-scale field testing of the ATABE "mathematical model" using radar tracks of actual SAC and ADC aircraft flying mock penetrations into defense sectors. Similarly conducted was the joint SAC-NORAD Sky Shield II exercise followed by Sky Shield III on 2 September 1962 On July 15, 1963, ESD's CMC Management Office assumed "responsibilities in connection with BMEWS, Space Track, SAGE, and BUIC." The Chidlaw Building's computerized NORAD/ADC Combined Operations Center in 1963 became the highest echelon of the SAGE computer network when operations moved from Ent AFB's 1954 manual Command Center to the partially underground "war room". Also in 1963, radar stations were renumbered (e.g., Cambria AFS was redesignated from P-2 to Z-2 on July 31) and the vacuum-tube SAGE System was completed (and obsolete). On "June 26, 1958,…the New York sector became operational" and on December 1, 1958, the Syracuse sector's DC-03 was operational ("the SAGE system [did not] become operational until January 1959.") Construction of CFB North Bay in Canada was started in 1959 for a bunker ~ underground (operational October 1, 1963), and by 1963 the system had 3 Combat Centers. The 23 SAGE centers included 1 in Canada, and the "SAGE control centers reached their full 22 site deployments in 1961 (out of 46 originally planned)." The completed Minot AFB blockhouse received an AN/FSQ-7, but never received the FSQ-8 (the April 1, 1959, Minot Air Defense Sector consolidated with the Grand Forks ADS on March 1, 1963). SAGE sites The SAGE system included a direction center (DC) assigned to air defense sectors as they were defined at the time. *Some of the originally planned 32 DCs were never completed and DCs were planned at installations for additional sectors: Calypso/Raleigh NC, England/Shreveport LA, Fort Knox KY, Kirtland/Albuquerque NM, Robins/Miami, Scott/St. Louis, Webb/San Antonio TX. Description The environment allowed radar station personnel to monitor the radar data and systems' status (e.g., Arctic Tower radome pressure) and to use the range height equipment to process height requests from Direction Center (DC) personnel. DCs received the Long Range Radar Input from the sector's radar stations, and DC personnel monitored the radar tracks and IFF data provided by the stations, requested height-finder radar data on targets, and monitored the computer's evaluation of which fighter aircraft or Bomarc missile site could reach the threat first. The DC's "NORAD sector commander's operational staff" could designate fighter intercept of a target or, using the Senior Director's keyed console in the Weapons Direction room, launch a Bomarc intercept with automatic Q-7 guidance of the surface-to-air missile to a final homing dive (equipped fighters eventually were automatically guided to intercepts). The "NORAD sector direction center (NSDC) [also had] air defense artillery director (ADAD) consoles [and an Army] ADA battle staff officer", and the NSDC automatically communicated crosstelling of "SAGE reference track data" to/from adjacent sectors' DCs and to 10 Nike Missile Master AADCPs. Forwardtelling automatically communicated data from multiple DCs to a 3-story Combat Center (CC) usually at one of the sector's DCs (cf. planned Hamilton AFB CC-05 near the Beale AFB DC-18) for coordinating the air battle in the NORAD region (multiple sectors) and which forwarded data to the NORAD Command Center (Ent AFB, 1963 Chidlaw Building, & 1966 Cheyenne Mountain). NORAD's integration of air warning data (at the ADOC) along with space surveillance, intelligence, and other data allowed attack assessment of an Air Defense Emergency for alerting the SAC command centers (465L SACCS nodes at Offutt AFB & The Notch), The Pentagon/Raven Rock NMCC/ANMCC, and the public via CONELRAD radio stations. SAGE Communication Systems The Burroughs 416L SAGE component (ESD Project 416L, Semi Automatic Ground Environment System) was the Cold War network connecting IBM supplied computer system at the various DC and that created the display and control environment for operation of the separate radars and to provide outbound command guidance for ground-controlled interception by air defense aircraft in the "SAGE Defense System" ("Air Defense Weapons System"). Burroughs Corporation was a prime contractor for SAGE network interface equipment which included 134 Burroughs AN/FST-2 Coordinate Data Transmitting Sets (CDTS) at radar stations and other sites, the IBM supplied AN/FSQ-7 at 23 Direction Centers, and the AN/FSQ-8 Combat Control Computers at 8 Combat Centers. The 2 computers of each AN/FSQ-7 together weighing used about ⅓ of the DC's 2nd floor space and at ~$50 per instruction had approximately 125,000 "computer instructions support[ing] actual operational air-defense mission" processing. The AN/FSQ-7 at Luke AFB had additional memory (32K total) and was used as a "computer center for all other" DCs. Project 416L was the USAF predecessor of NORAD, SAC, and other military organizations' "Big L" computer systems (e.g., 438L Air Force Intelligence Data Handling System & 496L Space Detection and Tracking System). Network communications: The SAGE network of computers connected by a "Digital Radar Relay" (SAGE data system) used AT&T voice lines, microwave towers, switching centers (e.g., SAGE NNX 764 was at Delta, Utah & 759 at Mounds, Oklahoma), etc.; and AT&T's "main underground station" was in Kansas (Fairview) with other bunkers in Connecticut (Cheshire), California (Santa Rosa), Iowa (Boone) and Maryland (Hearthstone Mountain). CDTS modems at automated radar stations transmitted range and azimuth, and the Air Movements Identification Service (AMIS) provided air traffic data to the SAGE System. Radar tracks by telephone calls (e.g., from Manual Control Centers in the Albuquerque, Minot, and Oklahoma City sectors) could be entered via consoles of the 4th floor "Manual Inputs" room adjacent to the "Communication Recording-Monitoring and VHF" room. In 1966, SAGE communications were integrated into the AUTOVON Network. SAGE Sector Warning Networks (cf. NORAD Division Warning Networks) provided the radar netting communications for each DC and eventually also allowed transfer of command guidance to autopilots of TDDL-equipped interceptors for vectoring to targets via the Ground to Air Data Link Subsystem and the Ground Air Transmit Receive (GATR) network of radio sites for "HF/VHF/UHF voice & TDDL" each generally co-located at a CDTS site. SAGE Direction Centers and Combat Centers were also nodes of NORAD's Alert Network Number 1, and SAC Emergency War Order Traffic included "Positive Control/Noah's Ark instructions" through northern NORAD radio sites to confirm or recall SAC bombers if "SAC decided to launch the alert force before receiving an execution order from the JCS". A SAGE System ergonomic test at Luke AFB in 1964 "showed conclusively that the wrong timing of human and technical operations was leading to frequent truncation of the flight path tracking system" (Harold Sackman). SAGE software development was "grossly underestimated" (60,000 lines in September 1955): "the biggest mistake [of] the SAGE computer program was [underestimating the] jump from the 35,000 [WWI] instructions … to the more than 100,000 instructions on the" AN/FSQ-8. NORAD conducted a Sage/Missile Master Integration/ECM-ECCM Test in 1963, and although SAGE used AMIS input of air traffic information, the 1959 plan developed by the July 1958 USAF Air Defense Systems Integration Division for SAGE Air Traffic Integration (SATIN) was cancelled by the DoD.<ref>Missile Master Plan ; identified by Schaffel p. 260: "…the Defense Department to issue, on June 19, 1959, the Key features of the plan included a reduction in BOMARC squadrons, cancellation of plans to upgrade the interceptor force, and a new austere SAGE program. In addition, funds were deleted for gap-filler and frequency-agility radars.<sup>21 [1959 NORAD/CONAD Hist Summary: Jan–Jun]</sup>"</ref> Radar stations SAGE radar stations, including 78 DEW Line sites in December 1961, provided radar tracks to DCs and had frequency diversity (FD) radars United States Navy picket ships also provided radar tracks, and seaward radar coverage was provided. By the late 1960s EC-121 Warning Star aircraft based at Otis AFB MA and McClellan AFB CA provided radar tracks via automatic data link to the SAGE System. Civil Aeronautics Administration radars were at some stations (e.g., stations of the Joint Use Site System), and the ARSR-1 Air Route Surveillance Radar rotation rate had to be modified "for SAGE [IFF/SIF] Modes III and IV" ("antenna gear box modification" for compatibility with FSQ-7 & FSG-1 centrals.) Interceptors ADC aircraft such as the F-94 Starfire, F-89 Scorpion, F-101B Voodoo, and F-4 Phantom were controlled by SAGE GCI. The F-104 Starfighter was "too small to be equipped with [SAGE] data link equipment" and used voice-commanded GCI, but the F-106 Delta Dart was equipped for the automated data link (ADL). The ADL was designed to allow Interceptors that reached targets to transmit real-time tactical friendly and enemy movements and to determine whether sector defence reinforcement was necessary. Familiarization flights allowed SAGE weapons directors to fly on two-seat interceptors to observe GCI operations. Surface-to-air missile installations for CIM-10 Bomarc interceptors were displayed on SAGE consoles. Improvements Partially solid-state AN/FST-2B and later AN/FYQ-47 computers replaced the AN/FST-2, and sectors without AN/FSQ-7 centrals requiring a "weapon direction control device" for USAF air defense used the solid-state AN/GSG-5 CCCS instead of the AN/GPA-73 recommended by ADC in June 1958. Back-Up Interceptor Control (BUIC) with CCCS dispersed to radar stations for survivability allowed a diminished but functional SAGE capability. In 1962, Burroughs "won the contract to provide a military version of its D825" modular data processing system for BUIC II. BUIC II was first used at North Truro Z-10 in 1966, and the Hamilton AFB BUIC II was installed in the former MCC building when it was converted to a SAGE Combat Center in 1966 (CC-05). On June 3, 1963, the Direction Centers at Marysville CA, Marquette/K I Sawyer AFB (DC-14) MI, Stewart AFB NY (DC-02), and Moses Lake WA (DC-15) were planned for closing and at the end of 1969, only 6 CONUS SAGE DCs remained (DC-03, -04, -10, -12, -20, & -21) all with the vacuum tube AN/FSQ-7 centrals. In 1966, NORAD Combined Operations Center operations at Chidlaw transferred to the Cheyenne Mountain Operations Center (425L System) and in December 1963, the DoD approved solid state replacement of Martin AN/FSG-1 centrals with the AN/GSG-5 and subsequent Hughes AN/TSQ-51. The "416L/M/N Program Office" at Hanscom Field had deployed the BUIC III by 1971 (e.g., to Fallon NAS), and the initial BUIC systems were phased out 1974–5. ADC had been renamed Aerospace Defense Command on January 15, 1968, and its general surveillance radar stations transferred to ADTAC in 1979 when the ADC major command was broken up (space surveillance stations went to SAC and the Aerospace Defense Center was activated as a DRU.) Replacement and disposition For airborne command posts, "as early as 1962 the Air Force began exploring possibilities for an Airborne Warning and Control System (AWACS)", and the Strategic Defense Architecture (SDA-2000) planned an integrated air defense and air traffic control network. The USAF declared full operational capability of the first seven Joint Surveillance System ROCCs on December 23, 1980, with Hughes AN/FYQ-93 systems, and many of the SAGE radar stations became Joint Surveillance System (JSS) sites (e.g., San Pedro Hill Z-39 became FAA Ground Equipment Facility J-31.) The North Bay AN/FSQ-7 was dismantled and sent to Boston's Computer Museum. In 1996, AN/FSQ-7 components were moved to Moffett Federal Airfield for storage and later moved to the Computer History Museum in Mountain View, California. The last AN/FSQ-7 centrals were demolished at McChord AFB (August 1983) and Luke AFB (February 1984). Decommissioned AN/FSQ-7 equipment was also used as science fiction cinema and TV series props (e.g. Voyage to the Bottom of the Sea, amongst others). Historiography SAGE histories include a 1983 special issue of the Annals of the History of Computing, and various personal histories were published, e.g., Valley in 1985 and Jacobs in 1986. In 1998, the SAGE System was identified as 1 of 4 "Monumental Projects", and a SAGE lecture presented the vintage film In Your Defense followed by anecdotal information from Les Earnest, Jim Wong, and Paul Edwards. In 2013, a copy of a 1950s cover girl image programmed for SAGE display was identified as the "earliest known figurative computer art". Company histories identifying employees' roles in SAGE include the 1981 System Builders: The Story of SDC and the 1998 Architects of Information Advantage: The MITRE Corporation Since 1958''. See also Photographic Display Unit References Further reading Stories about SAGE - oral history "The largest computer ever built" - "Locklin on science" External links On Guard: The Story of SAGE (1956) IBM Corporation, Military Products Division Cold War Computing: The SAGE System, Computer Museum Computer networks Cold War military equipment of the United States North American Aerospace Defense Command 1950s computers Computer-related introductions in 1958 Lists of Cold War sites 1950s in technology 1950s in the United States
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The Society for Psychical Research (SPR) is a nonprofit organisation in the United Kingdom. Its stated purpose is to understand events and abilities commonly described as psychic or paranormal. It describes itself as the "first society to conduct organised scholarly research into human experiences that challenge contemporary scientific models." It does not, however, since its inception in 1882, hold any corporate opinions: SPR members assert a variety of beliefs with regard to the nature of the phenomena studied. Origins The Society for Psychical Research (SPR) originated from a discussion between journalist Edmund Rogers and the physicist William F. Barrett in autumn 1881. This led to a conference on 5 and 6 January 1882 at the headquarters of the British National Association of Spiritualists, at which the foundation of the Society was proposed. The committee included Barrett, Rogers, Stainton Moses, Charles Massey, Edmund Gurney, Hensleigh Wedgwood and Frederic W. H. Myers. The SPR was formally constituted on 20 February 1882 with philosopher Henry Sidgwick as its first president. The SPR was the first organisation of its kind in the world, its stated purpose being "to approach these varied problems without prejudice or prepossession of any kind, and in the same spirit of exact and unimpassioned enquiry which has enabled science to solve so many problems, once not less obscure nor less hotly debated." Other early members included the author Jane Barlow, the renowned chemist Sir William Crookes, physicist Sir Oliver Lodge, Nobel laureate Charles Richet, artist Lewis Charles Powles and psychologist William James. Members of the SPR initiated and organised the International Congresses of Physiological/Experimental psychology. Areas of study included hypnotism, dissociation, thought-transference, mediumship, Reichenbach phenomena, apparitions and haunted houses and the physical phenomena associated with séances. The SPR were to introduce a number of neologisms which have entered the English language, such as 'telepathy', which was coined by Frederic Myers. The Society is run by a President and a Council of twenty members, and is open to interested members of the public to join. The organisation is based at 1 Vernon Mews, London, with a library and office open to members, and with large book and archival holdings in Cambridge University Library, Cambridgeshire, England. It publishes the peer reviewed quarterly Journal of the Society for Psychical Research (JSPR), the irregular Proceedings and the magazine Paranormal Review. It holds an annual conference, regular lectures and two study days per year and supports the LEXSCIEN on-line library project. Research Psychical research Among the first important works was the two-volume publication in 1886, Phantasms of the Living, concerning telepathy and apparitions, co-authored by Gurney, Myers and Frank Podmore. This text, and subsequent research in this area, was received negatively by the scientific mainstream, though Gurney and Podmore provided a defense of the society's early work in this area in mainstream publications. The SPR "devised methodological innovations such as randomized study designs" and conducted "the first experiments investigating the psychology of eyewitness testimony (Hodgson and Davey, 1887), [and] empirical and conceptual studies illuminating mechanisms of dissociation and hypnotism" In 1894, the Census of Hallucinations was published which sampled 17,000 people. Out of these, 1,684 persons reported having experienced a hallucination of an apparition. Such efforts were claimed to have undermined "the notion of dissociation and hallucinations as intrinsically pathological phenomena". The SPR investigated many spiritualist mediums such as Eva Carrière and Eusapia Palladino. During the early twentieth century, the SPR studied a series of automatic scripts and trance utterances from a group of automatic writers, known as the cross-correspondences. Famous cases investigated by the Society include Borley Rectory and the Enfield Poltergeist. In 1912 the Society extended a request for a contribution to a special medical edition of its Proceedings to Sigmund Freud. Though according to Ronald W. Clark (1980) "Freud surmised, no doubt correctly, that the existence of any link between the founding fathers of psychoanalysis and investigation of the paranormal would hamper acceptance of psychoanalysis" as would any perceived involvement with the occult. Nonetheless, Freud did respond, contributing an essay titled "A Note on the Unconscious in Psycho-Analysis" to the Medical Supplement to the Proceedings of the Society for Psychical Research. Exposures of fraud Much of the early work involved investigating, exposing and in some cases duplicating fake phenomena. In the late 19th century, SPR investigations into séance phenomena led to the exposure of many fraudulent mediums. Richard Hodgson distinguished himself in that area. In 1884, Hodgson was sent by the SPR to India to investigate Helena Blavatsky and concluded that her claims of psychic power were fraudulent. In 1886 and 1887 a series of publications by S. J. Davey, Hodgson and Sidgwick in the SPR journal exposed the slate writing tricks of the medium William Eglinton. Hodgson with his friend, S. J. Davey, had staged fake séances for educating the public (including SPR members). Davey gave sittings under an assumed name, duplicating the phenomena produced by Eglinton, and then proceeded to point out to the sitters the manner in which they had been deceived. Because of this, some spiritualist members such as Stainton Moses resigned from the SPR. In 1891, Alfred Russel Wallace requested for the Society to properly investigate spirit photography. Eleanor Sidgwick responded with a critical paper in the SPR which cast doubt on the subject and discussed the fraudulent methods that spirit photographers such as Édouard Isidore Buguet, Frederic Hudson and William H. Mumler had utilised. Due to the exposure of William Hope and other fraudulent mediums, Arthur Conan Doyle led a mass resignation of eighty-four members of the Society for Psychical Research, as they believed the Society was opposed to spiritualism. Science historian William Hodson Brock has noted that "By the 1900s most avowed spiritualists had left the SPR and gone back to the BNAS (the London Spiritualist Alliance since 1884), having become upset by the sceptical tone of most of the SPR's investigations." Criticism of the SPR The Society has been criticized by both spiritualists and skeptics. Criticism from spiritualists Prominent spiritualists at first welcomed the SPR and cooperated fully, but relations soured when spiritualists discovered that the SPR would not accept outside testimony as proof, and the society accused some prominent mediums of fraud. Spiritualist Arthur Conan Doyle resigned from the SPR in 1930, to protest what he regarded as the SPR's overly restrictive standards of proof. Psychic investigator and believer in spiritualism Nandor Fodor criticised the SPR for its "strong bias" against physical manifestations of spiritualism. Criticism from skeptics Sceptics have criticised members of the SPR for having motives liable to impair scientific objectivity. According to SPR critics John Grant and Eric Dingwall (a member of the SPR), early SPR members such as Henry Sidgwick, Frederic W. H. Myers, and William Barrett hoped to cling to something spiritual through psychical research. Myers stated that "[T]he Society for Psychical Research was founded, with the establishment of thought-transference—already rising within measurable distance of proof—as its primary aim." Defenders of the SPR have stated in reply that "a 'will to believe' in post-mortem survival, telepathy and other scientifically unpopular notions, does not necessarily exclude a "will to know" and thus the capacity for thorough self-criticism, methodological rigour and relentless suspicion of errors." The sceptic and physicist Victor J. Stenger has written: Ivor Lloyd Tuckett an author of an early sceptical work on psychical research wrote that although the SPR have collected some valuable work, most of its active members have "no training in psychology fitting them for their task, and have been the victims of pronounced bias, as sometimes they themselves have admitted." Trevor H. Hall, an ex-member of the Society for Psychical Research, criticised SPR members for their "credulous and obsessive wish... to believe." Hall also claimed SPR members "lack knowledge of deceptive methods." Writer Edward Clodd asserted that the SPR members William F. Barrett and Oliver Lodge had insufficient competence for the detection of fraud and suggested that their spiritualist beliefs were based on magical thinking and primitive superstition. Clodd described the SPR as offering "barbaric spiritual philosophy", and characterised the language of SPR members as using such terms as "subliminal consciousness" and "telepathic energy," as a disguise for "bastard supernaturalism." A 2004 psychological study involving 174 members of the Society for Psychical Research completed a delusional ideation questionnaire and a deductive reasoning task. As predicted, the study showed that "individuals who reported a strong belief in the paranormal made more errors and displayed more delusional ideation than sceptical individuals". There was also a reasoning bias which was limited to people who reported a belief in, rather than experience of, paranormal phenomena. The results suggested that reasoning abnormalities may have a causal role in the formation of paranormal belief. Some sceptical members have resigned from the SPR. Eric Dingwall resigned and wrote " After sixty years' experience and personal acquaintance with most of the leading parapsychologists of that period I do not think I could name half a dozen whom I could call objective students who honestly wished to discover the truth. The great majority wanted to prove something or other: They wanted the phenomena into which they were inquiring to serve some purpose in supporting preconceived theories of their own." Presidents The following is a list of presidents: Publications The Society publishes Proceedings of the Society for Psychical Research, the Journal of the Society for Psychical Research, and the Paranormal Review, as well as the online Psi Encyclopedia. Proceedings of the Society for Psychical Research First published in 1882 as a public record of the activities of the SPR, the Proceedings are now reserved for longer pieces of work, such as Presidential Addresses, and are only occasionally published. The current editor is Dr David Vernon. Journal of the Society for Psychical Research The Journal of the Society for Psychical Research has been published quarterly since 1884. It was introduced as a private, members-only periodical to supplement the Proceedings. It now focuses on current laboratory and field research, but also includes theoretical, methodological and historical papers on parapsychology. It also publishes book reviews and correspondence. The current editor is Dr David Vernon. Magazine of the Society for Psychical Research The Magazine of the Society for Psychical Research, formerly known as the Psi Researcher and Paranormal Review, has been published since 1996. Previous editors have included Dr Nicola J. Holt. The current editor is Dr Leo Ruickbie. Psi Encyclopedia The Psi Encyclopedia is a collection of articles and case studies about psi research, involving the scientific investigation of psychic phenomena. A bequest of Nigel Buckmaster enabled the foundation of the encyclopedia. Other societies A number of other psychical research organisations use the term 'Society for Psychical Research' in their name. Australia – In 1977 the Australian Institute of Parapsychological Research was founded. Austria – Founded in 1927 as the Austrian Society for Psychical Research, today the Austrian Society for Parapsychology. Canada – From 1908 to 1916 the Canadian Society for Psychical Research existed in Toronto. Denmark – Selskabet for Psykisk Forskning (The Danish Society for Psychical Research) was founded in 1905. Finland – Sällskapet för Psykisk Forskning (The Finnish Society for Psychical Research) was formed in 1907 by Arvi Grotenfelt as a first chairman, and the society existed until 2002. A splinter group for Finnish speaking people, Suomen parapsykologinen tutkimusseura (Parapsychological research society of Finland), still exists today. France – In 1885, a society called the Société de Psychologie Physiologique (Society for Physiological Psychology) was formed by Charles Richet, Théodule-Armand Ribot and Léon Marillier. It existed until 1890 when it was abandoned due to lack of interest. Iceland – Sálarrannsóknarfélag Íslands (Icelandic Society for Psychical Research) was formed in 1918. It has a predecessor called the Experimental Society, which was founded in 1905. Netherlands – The Studievereniging voor Psychical Research (Dutch for Society for Psychical Research) was founded in 1917. Poland – The Polish Society for Psychical Research was very active before the second world war. Scotland – The Scottish Society for Psychical Research is active today. Spain – Sociedad de Investigaciones Psíquicas Iberoamericana (founded in Madrid in 1895), Instituto de Metapsiquismo (Barcelona, founded in 1923), Sociedad Española de Estudios Metapsíquicos (Madrid, founded in 1924) Sweden – Sällskapet för Parapsykologisk Forskning (the Swedish Society for Parapsychological Research) was founded in 1948. US – An American branch of the Society was formed as the American Society for Psychical Research (ASPR) in 1885, which became independent in 1906. A splinter group, the Boston Society for Psychical Research existed from May 1925 to 1941. Spain – S.E.I.P Sociedad Española de Investigaciones Parapsicologicas See also Institut suisse des sciences noétiques List of parapsychology topics References Further reading SPR histories Bennett, Edward T. (1903). The Society for Psychical Research: Its Rise & Progress & A Sketch of its Work. London: R. Brimley Johnson. Gauld, Alan. (1968). The Founders of Psychical Research. Routledge & Kegan Paul. Haynes, Renee. (1982). The Society for Psychical Research 1882–1982: A History. London: MacDonald & Co. Salter, William Henry. (1948). The Society for Psychical Research: An Outline of its History. Society for Psychical Research. Scholarly studies Cerullo, John. (1982). Secularization of the Soul: Psychical Research in Modern Britain. Philadelphia: Institute for the Study of Human Issues. Luckhurst, Roger. (2002). The Invention of Telepathy, 1870-1901. Oxford University Press. McCorristine, Shane. (2010). Spectres of the Self: Thinking about Ghosts and Ghost-Seeing in England, 1750-1920. Cambridge University Press. Oppenheim, Janet. (1988). The Other World: Spiritualism and Psychical Research in England, 1850-1914. Cambridge University Press. Ruickbie, Leo. (2018). Angels in the Trenches: Spiritualism, Superstition and the Supernatural During the First World War. Robinson. Criticism McCabe, Joseph. (1920). Scientific Men and Spiritualism: A Skeptic's Analysis. The Living Age. 12 June. pp. 652–657. A sceptical look at SPR members who had supported Spiritualism, concludes they were duped by fraudulent mediums. Brandon, Ruth. (1983). The Spiritualists: The Passion for the Occult in the Nineteenth and Twentieth Centuries. Alfred A. Knopf. Hyman, Ray. (1989). The Elusive Quarry: A Scientific Appraisal of Psychical Research. Prometheus Books. External links SPR home page Paranormal organizations Non-profit organisations based in the United Kingdom Parapsychology Organizations established in 1882 1882 establishments in the United Kingdom
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The Sejm (English: , Polish: ), officially known as the Sejm of the Republic of Poland (Polish: Sejm Rzeczypospolitej Polskiej), is the lower house of the bicameral parliament of Poland. The Sejm has been the highest governing body of the Third Polish Republic since the transition of government in 1989. Along with the upper house of parliament, the Senate, it forms the national legislature in Poland. The Sejm is composed of 460 deputies (singular deputowany or poseł – "envoy") elected every four years by a universal ballot. The Sejm is presided over by a speaker called the "Marshal of the Sejm" (Marszałek Sejmu). In the Kingdom of Poland, the term "Sejm" referred to an entire two-chamber parliament, comprising the Chamber of Deputies (), the Senate and the King. It was thus a three-estate parliament. The 1573 Henrician Articles strengthened the assembly's jurisdiction, making Poland a constitutional elective monarchy. Since the Second Polish Republic (1918–1939), "Sejm" has referred only to the larger house of the parliament. History Kingdom of Poland Sejm (meaning "gathering") traces its roots to the King's Councils – wiece – which gained authority during the time of Poland's fragmentation (1146-1295). The 1180 Sejm in Łęczyca (known as the 'First Polish parliament') was the most notable, in that it established laws constraining the power of the ruler. It forbade arbitrary sequestration of supplies in the countryside and takeover of bishopric lands after the death of a bishop. These early Sejms only convened at the King's behest. Following the 1493 Sejm in Piotrków, it became a regularly convening body, to which indirect elections were held every two years. The bicameral system was also established; the Sejm then comprised two chambers: the Senat (Senate) of 81 bishops and other dignitaries; and the Chamber of Deputies, made up of 54 envoys elected by smaller local sejmik (assemblies of landed nobility) in each of the Kingdom's provinces. At the time, Poland's nobility, which accounted for around 10% of the state's population (then the highest amount in Europe), was becoming particularly influential, and with the eventual development of the Golden Liberty, the Sejm'''s powers increased dramatically. Polish–Lithuanian Commonwealth Over time, the envoys in the lower chamber grew in number and power as they pressed the king for more privileges. The Sejm eventually became even more active in supporting the goals of the privileged classes when the King ordered that the landed nobility and their estates (peasants) be drafted into military service. The Union of Lublin in 1569, united the Kingdom of Poland and the Grand Duchy of Lithuania as one single state, the Polish–Lithuanian Commonwealth, and thus the Sejm was supplemented with new envoys from among the Lithuanian nobility. The Commonwealth ensured that the state of affairs surrounding the three-estates system continued, with the Sejm, Senate and King forming the estates and supreme deliberating body of the state. In the first few decades of the 16th century, the Senate had established its precedence over the Sejm; however, from the mid-1500s onwards, the Sejm became a very powerful representative body of the szlachta ("middle nobility"). Its chambers reserved the final decisions in legislation, taxation, budget, and treasury matters (including military funding), foreign policy, and the confirment of nobility. The 1573 Warsaw Confederation saw the nobles of the Sejm officially sanction and guarantee religious tolerance in Commonwealth territory, ensuring a refuge for those fleeing the ongoing Reformation and Counter-Reformation wars in Europe. Until the end of the 16th century, unanimity was not required, and the majority-voting process was the most commonly used system for voting. Later, with the rise of the Polish magnates and their increasing power, the unanimity principle was re-introduced with the institution of the nobility's right of liberum veto (Latin: "free veto"). Additionally, if the envoys were unable to reach a unanimous decision within six weeks (the time limit of a single session), deliberations were declared void and all previous acts passed by that Sejm were annulled. From the mid-17th century onward, any objection to a Sejm resolution, by either an envoy or a senator, automatically caused the rejection of other, previously approved resolutions. This was because all resolutions passed by a given session of the Sejm formed a whole resolution, and, as such, was published as the annual "constituent act" of the Sejm, e.g. the "Anno Domini 1667" act. In the 16th century, no single person or small group dared to hold up proceedings, but, from the second half of the 17th century, the liberum veto was used to virtually paralyze the Sejm, and brought the Commonwealth to the brink of collapse. The liberum veto was abolished with the adoption of the Constitution of 3 May 1791, a piece of legislation which was passed as the "Government Act", and for which the Sejm required four years to propagate and adopt. The constitution's acceptance, and the possible long-term consequences it may have had, is arguably the reason for which the powers of Habsburg Austria, Russia and Prussia then decided to partition the Polish–Lithuanian Commonwealth, thus putting an end to over 300 years of Polish parliamentary continuity. It is estimated that between 1493 and 1793, a Sejm was held 240 times, the total debate-time sum of which was 44 years. Partitions After the fall of the Duchy of Warsaw, which existed as a Napoleonic client state between 1807 and 1815, and its short-lived Sejm of the Duchy of Warsaw, the Sejm of Congress Poland was established in Congress Poland of the Russian Empire; it was composed of the king (the Russian emperor), the upper house (Senate), and the lower house (Chamber of Deputies). Overall, during the period from 1795 until the re-establishment of Poland's sovereignty in 1918, little power was actually held by any Polish legislative body and the occupying powers of Russia, Prussia (later united Germany) and Austria propagated legislation for their own respective formerly-Polish territories at a national level. Congress Poland The Chamber of Deputies, despite its name, consisted not only of 77 envoys (sent by local assemblies) from the hereditary nobility, but also of 51 deputies, elected by the non-noble population. All deputies were covered by Parliamentary immunity, with each individual serving for a term of office of six years, with third of the deputies being elected every two years. Candidates for deputy had to be able to read and write, and have a certain amount of wealth. The legal voting age was 21, except for those citizens serving in the military, the personnel of which were not allowed to vote. Parliamentary sessions were initially convened every two years, and lasted for (at least) 30 days. However, after many clashes between liberal deputies and conservative government officials, sessions were later called only four times (1818, 1820, 1826, and 1830, with the last two sessions being secret). The Sejm had the right to call for votes on civil and administrative legal issues, and, with permission from the king, it could also vote on matters related to the fiscal policy and the military. It had the right to exercise control over government officials, and to file petitions. The 64-member Senate on the other hand, was composed of voivodes and kasztelans (both types of provincial governors), Russian envoys, diplomats or princes, and nine bishops. It acted as the Parliamentary Court, had the right to control "citizens' books", and had similar legislative rights as did the Chamber of Deputies. Germany and Austria-Hungary In the Free City of Cracow (1815–1846), a unicameral Assembly of Representatives was established, and from 1827, a unicameral provincial sejm existed in the Grand Duchy of Poznań. Poles were elected to and represented the majority in both of these legislatures; however, they were largely powerless institutions and exercised only very limited power. After numerous failures in securing legislative sovereignty in the early 19th century, many Poles simply gave up trying to attain a degree of independence from their foreign master-states. In the Austrian partition, a relatively powerless Sejm of the Estates operated until the time of the Spring of Nations. After this, in the mid to late 19th century, only in autonomous Galicia (1861–1914) was there a unicameral and functional National Sejm, the Sejm of the Land. It is recognised today as having played a major and overwhelming positive role in the development of Polish national institutions. In the second half of the 19th century, Poles were able to become members of the parliaments of Austria, Prussia and Russia, where they formed Polish Clubs. Deputies of Polish nationality were elected to the Prussian Landtag from 1848, and then to the German Empire's Reichstag from 1871. Polish Deputies were members of the Austrian State Council (from 1867), and from 1906 were also elected to the Russian Imperial State Duma (lower chamber) and to the State Council (upper chamber). Second Polish Republic After the First World War and re-establishment of Polish independence, the convocation of parliament, under the democratic electoral law of 1918, became an enduring symbol of the new state's wish to demonstrate and establish continuity with the 300-year Polish parliamentary traditions established before the time of the partitions. Maciej Rataj emphatically paid tribute to this with the phrase: "There is Poland there, and so is the Sejm". During the interwar period of Poland's independence, the first Legislative Sejm of 1919, a Constituent Assembly, passed the Small Constitution of 1919, which introduced a parliamentary republic and proclaimed the principle of the Sejm's sovereignty. This was then strengthened, in 1921, by the March Constitution, one of the most democratic European constitutions enacted after the end of World War I. The constitution established a political system which was based on Montesquieu's doctrine of separation of powers, and which restored the bicameral Sejm consisting of a chamber of deputies (to which alone the name of "Sejm" was from then on applied) and the Senate. In 1919, Roza Pomerantz-Meltzer, a member of the Zionist party, became the first woman ever elected to the Sejm. The legal content of the March Constitution allowed for Sejm supremacy in the system of state institutions at the expense of the executive powers, thus creating a parliamentary republic out of the Polish state. An attempt to strengthen executive powers in 1926 (through the August Amendment) proved too limited and largely failed in helping avoid legislative grid-lock which had ensued as a result of too-great parliamentary power in a state which had numerous diametrically-opposed political parties sitting in its legislature. In 1935, the parliamentary republic was weakened further when, by way of, Józef Piłsudski's May Coup, the president was forced to sign the April Constitution of 1935, an act through which the head of state assumed the dominant position in legislating for the state and the Senate increased its power at the expense of the Sejm. On 2 September 1939, the Sejm held its final pre-war session, during which it declared Poland's readiness to defend itself against invading German forces. On 2 November 1939, the President dissolved the Sejm and the Senate, which were then, according to plan, to resume their activity within two months after the end of the Second World War; this, however, never happened. During wartime, the National Council (1939–1945) was established to represent the legislature as part of the Polish Government in Exile. Meanwhile, in Nazi-occupied Poland, the Council of National Unity was set up; this body functioned from 1944 to 1945 as the parliament of the Polish Underground State. With the cessation of hostilities in 1945, and subsequent rise to power of the Communist-backed Provisional Government of National Unity, the Second Polish Republic legally ceased to exist. Polish People's Republic The Sejm in the Polish People's Republic had 460 deputies throughout most of its history. At first, this number was declared to represent one deputy per 60,000 citizens (425 were elected in 1952), but, in 1960, as the population grew, the declaration was changed: The constitution then stated that the deputies were representative of the people and could be recalled by the people, but this article was never used, and, instead of the "five-point electoral law", a non-proportional, "four-point" version was used. Legislation was passed with majority voting. Under the 1952 Constitution, the Sejm was defined as "the highest organ of State authority" in Poland, as well as "the highest spokesman of the will of the people in town and country." On paper, it was vested with great lawmaking and oversight powers. For instance, it was empowered with control over "the functioning of other organs of State authority and administration," and ministers were required to answer questions posed by deputies within seven days. In practice, it did little more than rubber-stamp decisions already made by the Communist Polish United Workers Party and its executive bodies. This was standard practice in nearly all Communist regimes due to the principle of democratic centralism. The Sejm voted on the budget and on the periodic national plans that were a fixture of communist economies. The Sejm deliberated in sessions that were ordered to convene by the State Council. The Sejm also chose a Prezydium ("presiding body") from among its members. The Prezydium was headed by the speaker, or Marshal, who was always a member of the United People's Party. In its preliminary session, the Sejm also nominated the Prime Minister, the Council of Ministers of Poland, and members of the State Council. It also chose many other government officials, including the head of the Supreme Chamber of Control and members of the State Tribunal and the Constitutional Tribunal, as well as the Ombudsman (the last three bodies of which were created in the 1980s). When the Sejm was not in session, the State Council had the power to issue decrees that had the force of law. However, those decrees had to be approved by the Sejm at its next session. In practice, the principles of democratic centralism meant that such approval was only a formality. The Senate was abolished by the referendum in 1946, after which the Sejm became the sole legislative body in Poland. Even though the Sejm was largely subservient to the Communist party, one deputy, Romuald Bukowski (an independent) voted against the imposition of martial law in 1982. Third Polish Republic After the end of communism in 1989, the Senate was reinstated as the second house of a bicameral national assembly, while the Sejm remained the first house. The Sejm is now composed of 460 deputies elected by proportional representation every four years. Between 7 and 19 deputies are elected from each constituency using the d'Hondt method (with one exception, in 2001, when the Sainte-Laguë method was used), their number being proportional to their constituency's population. Additionally, a threshold is used, so that candidates are chosen only from parties that gained at least 5% of the nationwide vote (candidates from ethnic-minority parties are exempt from this threshold). Historical composition of the Sejm Second Republic (1918-1939) PRL (1945-1989) Third republic (since 1989) Standing committees Administration and Internal Affairs Agriculture and Rural Development Liaison with Poles Abroad Constitutional Accountability Culture and Media Deputies' Ethics Economic Committee Education, Science and Youth Enterprise Development Environment Protection, Natural Resources and Forestry European Union Affairs Family and Women Rights Foreign Affairs Health Infrastructure Justice and Human Rights Legislative Local Self-Government and Regional Policy National and Ethnic Minorities National Defence Physical Education and Sport Public Finances Rules and Deputies' Affairs Social Policy Special Services State Control State Treasury Work Current standings See also Electoral districts of Poland (1935–39) Polish constitutional crisis, 2015 Types of sejm Confederated sejm Convocation sejm Coronation sejm Election sejm National Assembly of the Republic of Poland Sejmik'' Voivodship sejmik Notable sejms Silent Sejm Convocation Sejm (1764) Repnin Sejm Partition Sejm Great Sejm Grodno Sejm Silesian Sejm Contract Sejm Notes References External links Description of the modern Sejm's role in the Polish political system CNN Election Watch Poland
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Serial Experiments Lain (stylized as serial experiments lain) is a Japanese anime television series directed by Ryūtarō Nakamura, written by Chiaki J. Konaka, and produced by Yasuyuki Ueda. Animated by Triangle Staff and featuring original character designs by Yoshitoshi ABe, the series was broadcast for thirteen episodes on TV Tokyo from July to September 1998. The series follows Lain Iwakura, an adolescent girl in suburban Japan, and her relation to the Wired, a global communications network similar to the internet. Lain features surreal and avant-garde imagery, and explores philosophical topics such as reality, identity and communication. The series incorporates creative influences from computer history, cyberpunk and conspiracy theory. Critics and fans have praised Lain for its originality, visuals, atmosphere and thematics; its dark depiction of a world fraught with paranoia, social alienation and reliance on technology has been considered insightful into 21st century life. It was awarded an Excellence Prize at the 1998 Japan Media Arts Festival. Plot Lain Iwakura, a junior high school girl, lives in suburban Japan with her middle-class family, consisting of her inexpressive older sister Mika, her emotionally distant mother, and her computer-obsessed father; Lain herself is somewhat awkward, introverted, and socially isolated from most of her school peers. The status-quo of her life becomes upturned by a series of bizarre incidents that start to take place after she learns that girls from her school have received an e-mail from a dead student, Chisa Yomoda, and she pulls out her old computer in order to check for the same message. Lain finds Chisa telling her via email that she is not dead but has merely "abandoned her physical self" and is alive deep within the virtual realm of the Wired itself, where she claims she has found "God" there. From this point, Lain is caught up in a series of cryptic and surreal events that see her delving deeper into the mystery of the network in a narrative that explores themes of consciousness, perception, and the nature of reality. "The Wired" is a virtual realm that contains and supports the very sum of all human communication and networks, created with the telegraph, televisions, and telephone services, and expanded with the Internet, cyberspace, and subsequent networks. The series assumes that the Wired could be linked to a system that enables unconscious communication between people and machines without physical interface. The storyline introduces such a system with the Schumann resonances, a property of the Earth's magnetic field that theoretically allows for unhindered long-distance communications. If such a link were created, the network would become equivalent to Reality as the general consensus of all perceptions and knowledge. The increasingly thin invisible line between what is real and what is virtual/digital begins to slowly shatter. Masami Eiri is introduced as the project director on Protocol Seven (the next-generation Internet protocol in the series' time-frame) for major computer company Tachibana General Laboratories. He had secretly included code of his very own creation to give himself absolute control of the Wired through the wireless system described above. He then "uploaded" his own consciousness into the Wired and "died" a few days after, leaving only his physical self behind. These details are unveiled around the middle of the series, but this is the point where the story begins. Masami later explains that Lain is the artifact by which the wall between the virtual and material worlds is to fall, and that he needs her to go into the Wired and "abandon the flesh", as he did, to achieve his plan. The series sees him trying to convince her through interventions, using the promise of unconditional love, romantic seduction and charm, and even, when all else fails, threats and force. In the meantime, the anime follows a complex game of hide-and-seek between the "Knights of the Eastern Calculus", hackers whom Masami claims are "believers that enable him to be a God in the Wired", and Tachibana General Laboratories, who try to regain control of Protocol Seven. In the end, the viewer sees Lain realizing, after much introspection, that she has absolute control over everyone's mind and over reality itself. Her dialogue with different versions of herself shows how she feels shunned from the material world, and how she is afraid to live in the Wired, where she has the possibilities and responsibilities of an almighty goddess. The last scenes feature her erasing everything connected to herself from everyone else's memories of her and everything else that has happened since the premiere. She is last seen, unchanged, encountering her oldest and closest friend Alice once again, who is now married. Lain promises herself that she and Alice will surely meet again anytime as Lain can literally go and be anywhere she desires between both worlds. Characters The titular character of the series. Lain is a fourteen-year-old girl who uncovers her true nature through the series. She is first depicted as a shy junior high school student with few friends or interests. She later grows multiple bolder personalities, both in the physical world and the Wired, and starts making more friends. As the series progresses, she eventually comes to discover that she is, in reality, merely an autonomous, sentient computer program in the physical and corporeal form of a human being, designed to sever the invisible barrier between the Wired and the real world. In the end, Lain is challenged to accept herself as a de facto goddess for the Wired, having become an omnipotent and omnipresent virtual being with worshippers of her own, as well as an ability to exist beyond the borders of devices, time, or space. The key designer of Protocol Seven. While working for Tachibana General Laboratories, he illicitly included codes enabling him to control the whole protocol at will and embedded his own mind and will into the seventh protocol. Because of this, he was fired by Tachibana General Laboratories, and was found dead not long after. He believes that the only way for humans to evolve even further and develop even greater abilities is to absolve themselves of their physical and human limitations, and to live as virtual entities—or avatars—in the Wired for eternity. He claims to have been Lain's creator all along, but was in truth standing in for another as an acting god, who was waiting for the Wired to reach its more evolved current state: Lain herself. According to another Lain, however, he has never truly existed all along and would not have had any self-obsessed ideas about being God if he had. Lain's father. Passionate about computers and electronic communication, he works with Masami Eiri at Tachibana General Laboratories. He subtly pushes Lain, his "youngest daughter", towards the Wired and monitors her development until she becomes more and more aware of herself and of her raison d'être. He eventually leaves Lain, telling her that although he did not enjoy playing house, he genuinely loved and cared for her as a real father would. Despite Yasuo's eagerness to lure Lain into the Wired, he warns her not to get overly involved in it or to confuse it with the real world. Lain's mother. Although she dotes on her husband, she is indifferent towards both her kids. Like her husband, she ends up leaving Lain. She is a computer scientist. Lain's classmate and only true friend throughout the series. She is very sincere and has no discernable quirks. She is the first to attempt to help Lain socialize; she takes her out to a nightclub. From then on, she tries her best to look after Lain. Alice, along with her two best friends Julie and Reika, were taken by Chiaki Konaka from his previous work, Alice in Cyberland. Lain's older sister, an apathetic sixteen-year-old high school student. She seems to enjoy mocking Lain's behavior and interests. Mika is considered by Anime Revolution to be the only normal member of Lain's family: she sees her boyfriend in love hotels, is on a diet, and shops in Shibuya. At a certain point in the series, she becomes heavily traumatized by violent hallucinations; while Lain begins freely delving into the Wired, Mika is taken there by her proximity to Lain, and she gets stuck between the real world and the Wired. A young boy of about Lain's age. He occasionally works for the Knights to bring forth "the one truth". Despite this, he has not yet been made a member, and knows nothing of their true intentions. Taro loves VR games and hangs out all day at Cyberia with his friends, Myu-Myu and Masayuki. He uses special technology, such as custom Handi Navi and video goggles. Taro takes pride in his internet anonymity, and he asks Lain for a date with her Wired self in exchange for information. A top executive from Tachibana General Laboratories. He has a personal agenda, which he carries out with the help of the Men in Black. He looks forward to the arrival of a real God through the Wired, and is the man behind the Knights' mass assassination. There are many things he does not know about Lain, but he would rather ask questions about her than disclose his agenda. , Lin Suixi (), The Men in Black work for the above "Office Worker" in tracking down and murdering all of the members of the Knights. They are not told the true plan, but they know that Masami Eiri is somehow involved, despite having been "killed." They see no need for an almighty, all-powerful God—let alone Lain—in the Wired. A teenage girl who committed suicide at the beginning of the series. After her death, she e-mails Lain, Julie, and a few other kids, saying that she is still alive in the Wired, leading to the series events. One of Alice's friends from school. She does not seem to care for Lain, since she harasses her quite a lot. She is more serious than Julie, and also somewhat meaner. Another friend of Alice. She also harasses Lain, but not as severely as Reika does. She is sometimes insensitive to other people's feelings. Taro's best friend. He is usually seen hanging out with Taro and Myu-Myu. A young girl who hangs out with Taro and Masayuki at Cyberia Café. She has feelings for Taro, so she gets jealous when he flirts with Lain. Production Serial Experiments Lain was conceived, as a series, to be original to the point of it being considered "an enormous risk" by its producer Yasuyuki Ueda. Producer Ueda had to answer repeated queries about a statement made in an Animerica interview. The controversial statement said Lain was "a sort of cultural war against American culture and the American sense of values we [Japan] adopted after World War II". He later explained in numerous interviews that he created Lain with a set of values he took as distinctly Japanese; he hoped Americans would not understand the series as the Japanese would. This would lead to a "war of ideas" over the meaning of the anime, hopefully culminating in new communication between the two cultures. When he discovered that the American audience held the same views on the series as the Japanese, he was disappointed. The Lain franchise was originally conceived to connect across forms of media (anime, video games, manga). Producer Yasuyuki Ueda said in an interview, "the approach I took for this project was to communicate the essence of the work by the total sum of many media products". The scenario for the video game was written first, and the video game was produced at the same time as the anime series, though the series was released first. A dōjinshi titled "The Nightmare of Fabrication" was produced by Yoshitoshi ABe and released in Japanese in the artbook Omnipresence in the Wired. Ueda and Konaka declared in an interview that the idea of a multimedia project was not unusual in Japan, as opposed to the contents of Lain, and the way they are exposed. Writing The authors were asked in interviews if they had been influenced by Neon Genesis Evangelion, in the themes and graphic design. This was strictly denied by writer Chiaki J. Konaka in an interview, arguing that he had not even seen Evangelion until he finished the fourth episode of Lain. Being primarily a horror movie writer, his stated influences are Godard (especially for using typography on screen), The Exorcist, Hell House, and Dan Curtis's House of Dark Shadows. Alice's name, like the names of her two friends Julie and Reika, came from a previous production from Konaka, Alice in Cyberland, which in turn was largely influenced by Alice in Wonderland. As the series developed, Konaka was "surprised" by how close Alice's character became to the original Wonderland character. Vannevar Bush (and memex), John C. Lilly, Timothy Leary and his eight-circuit model of consciousness, Ted Nelson and Project Xanadu are cited as precursors to the Wired. Douglas Rushkoff and his book Cyberia were originally to be cited as such, and in Lain Cyberia became the name of a nightclub populated with hackers and techno-punk teenagers. Likewise, the series' deus ex machina lies in the conjunction of the Schumann resonances and Jung's collective unconscious (the authors chose this term over Kabbalah and Akashic Record). Majestic 12 and the Roswell UFO incident are used as examples of how a hoax might still affect history, even after having been exposed as such, by creating sub-cultures. This links again to Vannevar Bush, the alleged "brains" of MJ12. Two of the literary references in Lain are quoted through Lain's father: he first logs onto a website with the password "" ("Think Blue, Count Two" is an Instrumentality of Man story featuring virtual persons projected as real ones in people's minds); and his saying that "madeleines would be good with the tea" in the last episode makes Lain "perhaps the only cartoon to allude to Proust". Character design Yoshitoshi ABe confesses to have never read manga as a child, as it was "off-limits" in his household. His major influences are "nature and everything around him". Specifically speaking about Lain's character, ABe was inspired by Kenji Tsuruta, Akihiro Yamada, Range Murata and Yukinobu Hoshino. In a broader view, he has been influenced in his style and technique by Japanese artists Chinai-san and Tabuchi-san. The character design of Lain was not ABe's sole responsibility. Her distinctive left forelock for instance was a demand from Yasuyuki Ueda. The goal was to produce asymmetry to reflect Lain's unstable and disconcerting nature. It was designed as a mystical symbol, as it is supposed to prevent voices and spirits from being heard by the left ear. The bear pajamas she wears were a demand from character animation director Takahiro Kishida. Though bears are a trademark of the Konaka brothers, Chiaki Konaka first opposed the idea. Director Nakamura then explained how the bear motif could be used as a shield for confrontations with her family. It is a key element of the design of the shy "real world" Lain (see "mental illness" under Themes). When she first goes to the Cyberia nightclub, she wears a bear hat for similar reasons. Retrospectively, Konaka said that Lain's pajamas became a major factor in drawing fans of moe characterization to the series, and remarked that "such items may also be important when making anime". ABe's original design was generally more complicated than what finally appeared on screen. As an example, the X-shaped hairclip was to be an interlocking pattern of gold links. The links would open with a snap, or rotate around an axis until the moment the " X " became a " = ". This was not used as there is no scene where Lain takes her hairclip off. Themes Serial Experiments Lain is not a conventionally linear story, being described as "an alternative anime, with modern themes and realization". Themes range from theological to psychological and are dealt with in a number of ways: from classical dialogue to image-only introspection, passing by direct interrogation of imaginary characters. Communication, in its wider sense, is one of the main themes of the series, not only as opposed to loneliness, but also as a subject in itself. Writer Konaka said he wanted to directly "communicate human feelings". Director Nakamura wanted to show the audience — and particularly viewers between 14 and 15—"the multidimensional wavelength of the existential self: the relationship between self and the world". Loneliness, if only as representing a lack of communication, is recurrent through Lain. Lain herself (according to Anime Jump) is "almost painfully introverted with no friends to speak of at school, a snotty, condescending sister, a strangely apathetic mother, and a father who seems to want to care but is just too damn busy to give her much of his time". Friendships turn on the first rumor; and the only insert song of the series is named Kodoku no shigunaru, literally "signal of loneliness". Mental illness, especially dissociative identity disorder, is a significant theme in Lain: the main character is constantly confronted with alter-egos, to the point where writer Chiaki Konaka and Lain's voice actress Kaori Shimizu had to agree on subdividing the character's dialogues between three different orthographs. The three names designate distinct "versions" of Lain: the real-world, "childish" Lain has a shy attitude and bear pajamas. The "advanced" Lain, her Wired personality, is bold and questioning. Finally, the "evil" Lain is sly and devious, and does everything she can to harm Lain or the ones close to her. As a writing convention, the authors spelled their respective names in kanji, katakana, and roman characters (see picture). Reality never has the pretense of objectivity in Lain. Acceptations of the term are battling throughout the series, such as the "natural" reality, defined through normal dialogue between individuals; the material reality; and the tyrannic reality, enforced by one person onto the minds of others. A key debate to all interpretations of the series is to decide whether matter flows from thought, or the opposite. The production staff carefully avoided "the so-called God's Eye Viewpoint" to make clear the "limited field of vision" of the world of Lain. Theology plays its part in the development of the story too. Lain has been viewed as a questioning of the possibility of an infinite spirit in a finite body. From self-realization as a goddess to deicide, religion (the title of a layer) is an inherent part of Lain background. Apple computers Lain contains extensive references to Apple computers, as the brand was used at the time by most of the creative staff, such as writers, producers, and the graphical team. As an example, the title at the beginning of each episode is announced by the Apple computer speech synthesis program PlainTalk, using the voice "Whisper", e.g. say -v Whisper "Weird: Layer zero one". Tachibana Industries, the company that creates the NAVI computers, is a reference to Apple computers: "tachibana" means "Mandarin orange" in Japanese. NAVI is the abbreviation of Knowledge Navigator, and the HandiNAVI is based on the Apple Newton, one of the world's first PDAs. The NAVIs are seen to run "Copland OS Enterprise" (this reference to Copland was an initiative of Konaka, a declared Apple fan), and Lain's and Alice's NAVIs closely resembles the Twentieth Anniversary Macintosh and the iMac respectively. The HandiNAVI programming language, as seen on the seventh episode, is a dialect of Lisp; the Newton also used a Lisp dialect (NewtonScript). The program being typed by Lain can be found in the CMU AI repository; it is a simple implementation of Conway's Game of Life in Common Lisp. During a series of disconnected images, an iMac and the Think Different advertising slogan appears for a short time, while the Whisper voice says it. This was an unsolicited insertion from the graphic team, also Mac-enthusiasts. Other subtle allusions can be found: "Close the world, Open the nExt" is the slogan for the Serial Experiments Lain video game. NeXT was the company that produced NeXTSTEP, which later evolved into Mac OS X after Apple bought NeXT. Another example is "To Be Continued." at the end of episodes 1–12, with a blue "B" and a red "e" on "Be"; this matches the original logo of Be Inc., a company founded by ex-Apple employees and NeXT's main competitor in its time. Broadcast and release history Serial Experiments Lain was first aired on TV Tokyo on July 6, 1998 and concluded on September 28, 1998 with the thirteenth and final episode. The series consists of 13 episodes (referred to in the series as "Layers") of 24 minutes each, except for the sixth episode, Kids (23 minutes 14 seconds). In Japan, the episodes were released in LD, VHS, and DVD with a total of five volumes. A DVD compilation named "Serial Experiments Lain DVD-BOX Яesurrection" was released along with a promo DVD called "LPR-309" in 2000. As this box set is now discontinued, a rerelease was made in 2005 called "Serial Experiments Lain TV-BOX". A 4-volume DVD box set was released in the US by Pioneer/Geneon. A Blu-ray release of the anime was made in December 2009 called "Serial Experiments Lain Blu-ray Box| RESTORE". The anime series returned to US television on October 15, 2012 on the Funimation Channel. The series' opening theme, "Duvet", was written and performed by Jasmine Rodgers and the British band Bôa. The ending theme, , was written and composed by Reichi Nakaido. The anime series was licensed in North America by Pioneer Entertainment (later Geneon USA) on VHS, DVD and LaserDisc in 1999. However, the company closed its USA division in December 2007 and the series went out-of-print as a result. However, at Anime Expo 2010, North American distributor Funimation announced that it had obtained the license to the series and re-released it in 2012. It was also released in Singapore by Odex. Episodes Reception Serial Experiments Lain was first broadcast in Tokyo at 1:15 a.m. JST. The word "weird" appears almost systematically in English language reviews of the series, or the alternatives "bizarre", and "atypical", due mostly to the freedoms taken with the animation and its unusual science fiction themes, and due to its philosophical and psychological context. Critics responded positively to these thematic and stylistic characteristics, and it was awarded an Excellence Prize by the 1998 Japan Media Arts Festival for "its willingness to question the meaning of contemporary life" and the "extraordinarily philosophical and deep questions" it asks. According to Christian Nutt from Newtype USA, the main attraction to the series is its keen view on "the interlocking problems of identity and technology". Nutt saluted Abe's "crisp, clean character design" and the "perfect soundtrack" in his 2005 review of series, saying that "Serial Experiments Lain might not yet be considered a true classic, but it's a fascinating evolutionary leap that helped change the future of anime." Anime Jump gave it 4.5/5, and Anime on DVD gave it A+ on all criteria for volume 1 and 2, and a mix of A and A+ for volume 3 and 4. Lain was subject to commentary in the literary and academic worlds. The Asian Horror Encyclopedia calls it "an outstanding psycho-horror anime about the psychic and spiritual influence of the Internet". It notes that the red spots present in all the shadows look like blood pools (see picture). It notes the death of a girl in a train accident is "a source of much ghost lore in the twentieth century", more so in Tokyo. The Anime Essentials anthology by Gilles Poitras describes it as a "complex and somehow existential" anime that "pushed the envelope" of anime diversity in the 1990s, alongside the much better known Neon Genesis Evangelion and Cowboy Bebop. Professor Susan J. Napier, in her 2003 reading to the American Philosophical Society called The Problem of Existence in Japanese Animation (published 2005), compared Serial Experiments Lain to Ghost in the Shell and Hayao Miyazaki's Spirited Away. According to her, the main characters of the two other works cross barriers; they can cross back to our world, but Lain cannot. Napier asks whether there is something to which Lain should return, "between an empty 'real' and a dark 'virtual'". Mike Toole of Anime News Network named Serial Experiments Lain as one of the most important anime of the 1990s. Despite the positive feedback the television series had received, Anime Academy gave the series a 75%, partly due to the "lifeless" setting it had. Michael Poirier of EX magazine stated that the last three episodes fail to resolve the questions in other DVD volumes. Justin Sevakis of Anime News Network noted that the English dub was decent, but that the show relied so little on dialogue that it hardly mattered. Related media Art books Omnipresence In The Wired: Hardbound, 128 pages in 96 colors with Japanese text. It features a chapter for each layer (episode) and concept sketches. It also features a short color manga titled "The Nightmare of Fabrication". It was published in 1998 by Triangle Staff/SR-12W/Pioneer LDC. () Yoshitoshi ABe lain illustrations ab# rebuild an omnipresence in the Wired: Hardbound, 148 pages. A remake of "Omnipresence In The Wired" with new art, added text by Chiaki J. Konaka, and a section entitled "ABe's EYE in color of things" (a compilation of his photos of the world). It was published in Japan on October 1, 2005 by Wanimagazine (), and in America as a softcover version translated into English in June 27, 2006 by Digital Manga Publishing (). Visual Experiments Lain: Paperback, 80 full-color pages with Japanese text. It has details on the creation, design, and storyline of the series. It was published in 1998 by Triangle Staff/Pioneer LDC. () Scenario Experiments Lain: Paperback, 335 pages. By "chiaki j. konaka" (uncapitalized in original). It contains collected scripts with notes and small excerpted storyboards. () Soundtracks The first original soundtrack, Serial Experiments Lain Soundtrack, features music by Reichi Nakaido: the ending theme and part of the television series' score, alongside other songs inspired by the series. The second, Serial Experiments Lain Soundtrack: Cyberia Mix, features electronica songs inspired by the television series, including a remix of the opening theme "Duvet" by DJ Wasei. The third, lain BOOTLEG, consists of the ambient score of the series across forty-five tracks. BOOTLEG also contains a second mixed-mode data and audio disc, containing a clock program and a game, as well as an extended version of the first disc – nearly double the length – across 57 tracks in 128 kbit/s MP3 format, and sound effects from the series in WAV format. Because the word bootleg appears in its title, it is easily confused with the Sonmay counterfeit edition of itself, which only contains the first disc in an edited format. All three soundtrack albums were released by Pioneer Records. The series' opening theme, "Duvet", was written and performed in English by the British rock band Bôa. The band released the song as a single and as part of the EP Tall Snake, which features both an acoustic version and DJ Wasei's remix from Cyberia Mix. Video game On November 26, 1998, Pioneer LDC released a video game with the same name as the anime for the PlayStation. It was designed by Konaka and Yasuyuki, and made to be a "network simulator" in which the player would navigate to explore Lain's story. The creators themselves did not call it a game, but "Psycho-Stretch-Ware", and it has been described as being a kind of graphic novel: the gameplay is limited to unlocking pieces of information, and then reading/viewing/listening to them, with little or no puzzle needed to unlock. Lain distances itself even more from classical games by the random order in which information is collected. The aim of the authors was to let the player get the feeling that there are myriads of informations that they would have to sort through, and that they would have to do with less than what exists to understand. As with the anime, the creative team's main goal was to let the player "feel" Lain, and "to understand her problems, and to love her". A guidebook to the game called Serial Experiments Lain Official Guide () was released the same month by MediaWorks. See also Noosphere Notes and references Further reading Napier, Susan J. (2005) Anime from Akira to Howl's Moving Castle: Experiencing Contemporary Japanese Animation Prévost, Adèle-Elise; Musebasement (2008) "Manga: The Signal of Noise" Mechademia 3 pp. 173–188 External links Official Pioneer LDC game website Official Funimation website 1998 Japanese television series debuts 1998 Japanese television series endings 1998 anime television series debuts Anime and manga about parallel universes Anime with original screenplays Artificial intelligence in fiction Brain–computer interfacing in fiction Cyberpunk anime and manga Existentialist works Fiction about consciousness transfer Funimation Geneon USA NBCUniversal Entertainment Japan Odex Philosophical anime and manga Psychological anime and manga TV Tokyo original programming Television series about parallel universes Television shows about virtual reality Transhumanism in anime and manga
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In poetry, a stanza (; from Italian stanza , "room") is a group of lines within a poem, usually set off from others by a blank line or indentation. Stanzas can have regular rhyme and metrical schemes, though stanzas are not strictly required to have either. There are many unique forms of stanzas. Some stanzaic forms are simple, such as four-line quatrains. Other forms are more complex, such as the Spenserian stanza. Fixed verse poems, such as sestinas, can be defined by the number and form of their stanzas. The term stanza is similar to strophe, though strophe sometimes refers to an irregular set of lines, as opposed to regular, rhymed stanzas. The stanza in poetry is analogous with the paragraph that is seen in prose; related thoughts are grouped into units. The stanza has also been known by terms such as batch, fit, and stave. Even though the term "stanza" is taken from Italian, in the Italian language the word "strofa" is more commonly used. In music, groups of lines are typically referred to as verses. Example I This short poem by Emily Dickinson has two stanzas of four lines each. I had no time to hate, because The grave would hinder me, And life was not so ample I Could finish enmity. Nor had I time to love; but since Some industry must be, The little toil of love, I thought, was large enough for me. Example II This poem by Andrew John Young has three stanzas of six lines each Frost called to the water Halt And crusted the moist snow with sparkling salt; Brooks, their one bridges, stop, And icicles in long stalactites drop. And tench in water-holes Lurk under gluey glass-like fish in bowls. In the hard-rutted lane At every footstep breaks a brittle pane, And tinkling trees ice-bound, Changed into weeping willows, sweep the ground; Dead boughs take root in ponds And ferns on windows shoot their ghostly fronds. But vainly the fierce frost Interns poor fish, ranks trees in an armed host, Hangs daggers from house-eaves And on the windows ferny am bush weaves; In the long war grown warmer The sun will strike him dead and strip his armour. References External links Poetic form Stanzaic form
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Stargate is a 1994 science fiction adventure film directed and co-written by Roland Emmerich. The film is the first entry in the Stargate media franchise and stars Kurt Russell, James Spader, Jaye Davidson, Alexis Cruz, Mili Avital, and Viveca Lindfors. The plot centers on the premise of a "Stargate", an ancient ring-shaped device that creates a wormhole, enabling travel to a similar device elsewhere in the universe. The film's central plot explores the theory of extraterrestrial beings having an influence upon human civilization. Originally theatrically released on October 28, 1994, by Metro-Goldwyn-Mayer (MGM), the film received mixed reviews, with its atmosphere, story, characters, and graphic content both praised and criticized, and grossed $196.6 million worldwide against a production budget of $55 million. Plot In 1928 in Giza, Egypt, Catherine Langford's father unearthed cover stones (also called casing stones) engraved with Egyptian hieroglyphs. In 1994, she invites Egyptologist and linguist Daniel Jackson, Ph.D. to translate the hieroglyphs. The stones are now part of a U.S. Air Force classified project overseen by Special Operations Colonel Jack O'Neil. Jackson determines that the hieroglyphs refer to a "stargate" which uses constellations as spatial coordinates. He is then shown the Stargate, which was also discovered by Langford's father, and they use his coordinates to align the Stargate's metal ring with markings along its outside. When all seven are locked in, a wormhole opens, connecting the Stargate with a distant planet. Jackson joins O'Neil and his team (Reilly, Porro, Freeman, Brown, Ferretti, and Kawalsky) as they pass through the wormhole. They arrive in a pyramid on the arid desert planet of Abydos. Jackson locates the Stargate's controls but does not find all of the symbols for the return coordinates. O'Neil orders Reilly, Porro, Freeman, and Ferretti to stay behind to guard the Stargate. Jackson sees a large animal with a harness, which drags him off when he approaches it to investigate. O'Neil's group follows and they discover a tribe of humans working to mine a strange mineral. Jackson figures out that they speak a variant of Ancient Egyptian and is able to communicate with them. He learns that the tribe sees him and his comrades as emissaries of their god Ra. The tribe's chieftain Kasuf presents Jackson with his daughter Sha'uri as a gift, and although Jackson initially refuses her, he later becomes romantically attached to her. O'Neil befriends Kasuf's teenaged son Skaara and his friends. Through hidden markings and discussions with the tribe, Jackson learns that Ra is an alien being who came to Earth during the Ancient Egyptian period to possess human bodies to extend his own life. Ra enslaved these humans and used the Stargate to bring some of them to Abydos to mine the mineral that is used in the alien technology. Humans on Earth revolted, overthrew Ra's overseers, and buried the Stargate to prevent its use. During this investigation, Jackson comes across a cartouche containing six of the seven symbols for the Stargate, but the seventh has been broken off. That night, Ra's ship lands atop the pyramid structure—his soldiers capture Ferretti and Freeman while killing Porro and Reilly. When Jackson, O'Neil, Brown, and Kawalsky return, there is a firefight against Ra's soldiers. Jackson and O'Neil are captured and brought before Ra and his guards, who are revealed to be humanoids when they retract their armored head-pieces. A firefight ensues, Jackson is killed, and the others are captured. Ra places Jackson's body in a sarcophagus-like device that regenerates him. Ra tells Jackson that he has found a nuclear bomb O'Neil secretly brought and has used his alien technology to increase its explosive power a hundred-fold, threatening to send it back through the Stargate. Ra orders the human tribe to watch as he prepares to force Jackson to execute the others to demonstrate his power, but Skaara and his friends create a diversion that allows Jackson, O'Neil, Kawalsky, and Ferretti to escape, while Freeman is killed. They flee to nearby caves to hide from Ra. Skaara and his friends celebrate, and Skaara draws a sign of victory on a wall, which Jackson recognizes as the final symbol. O'Neil and his remaining men aid Skaara in overthrowing the remaining overseers and then launch an attack on Ra, who sends out fighter ships against the humans while he orders his ship to depart. The humans outside run out of ammunition and are forced to surrender to the fighter ships' pilots, but the rest of the tribe, seeing that their false gods are only humanoid, rebel against the pilots and overthrow them. Sha'uri is killed, but Jackson takes her body and sneaks aboard Ra's ship using a teleportation system, leaving O'Neil to fight Ra's guard captain, Anubis. Jackson places Sha'uri in the regeneration device, and she recovers, but Ra discovers them and attempts to kill Jackson. O'Neil activates the teleportation system, killing Anubis and allowing Jackson and Sha'uri to escape the ship. O'Neil and Jackson teleport the bomb to Ra's ship, destroying the ship and Ra. With the humans freed, the remaining team (O’Neil, Kawalsky, and Ferretti) return to Earth while Jackson chooses to stay behind with Sha'uri and the others. Cast Kurt Russell as Colonel Jonathan J. "Jack" O'Neil, a career U.S. Air Force Special Operations officer, who suffers a period of suicidal depression after his son accidentally shoots and kills himself with O'Neil's own pistol. When his commission is reactivated, he willingly enters the Stargate, fully aware that he will likely not survive to return to Earth. James Spader as Dr. Daniel Jackson, an archaeologist and linguist whose theory that the pharaohs of the Fourth Dynasty did not build the Great Pyramid of Giza is not very widely accepted. Actor James Spader was intrigued by the script because he found it "awful", but after meeting director Roland Emmerich got excited about it for he "realized that making this picture was going to be such an adventure that out of that would come an adventure on screen." Jaye Davidson as Ra, a powerful alien in human form. After voyaging across the universe, searching for a new host that could sustain his dying body, Ra took the form of a curious adolescent boy and enslaved the people of his planet (Earth). Using a Stargate, he transported people from Earth to another planet until the humans on Earth rebelled and buried their Stargate. Reluctant to continue acting after his debut in The Crying Game, Davidson was required to take the role after his request for $1 million in pay was accepted. Stargate was the final major film for Davidson, who subsequently retired from acting. Kairon John plays the masked Ra and Dax Biagas plays the young Ra. Viveca Lindfors as Dr. Catherine Langford, the civilian leader of the Stargate project who was present when the Stargate was uncovered in Giza in 1928, where her father gave her the amulet depicting the Eye of Ra. Stargate was Lindfors' penultimate film. Kelly Vint Castro portrays the young Catherine. Alexis Cruz as Skaara, the son of Kasuf and brother of Sha'uri. Skaara and his friends aid O'Neil and his men to fight Ra. Mili Avital as Sha'uri, the daughter of Kasuf. Kasuf offers Sha'uri to Daniel Jackson in marriage as a gift. Leon Rippy as Major General W. O. West, the commanding officer of the facility housing the Stargate device John Diehl as Lt. Colonel Charles Kawalsky, O'Neil's second-in-command Carlos Lauchu as Anubis, the captain of Ra's personal guard Djimon Hounsou as Horus, a personal guard of Ra Erick Avari as Kasuf, the local leader of the people living in a city near the Stargate, and the father of Sha'uri and Skaara French Stewart as Lt. Louis Ferretti, a member of O'Neil's team Christopher John Fields as Lt. Freeman, a member of O'Neil's team Derek Webster as Senior Airman Brown, a member of O'Neil's team Jack Moore as Senior Airman Reilly, a member of O'Neil's team Steve Giannelli as Lt. Porro, a member of O'Neil's team Rae Allen as Dr. Barbara Shore, a researcher studying the Stargate Richard Kind as Dr. Gary Meyers, a researcher studying the Stargate Production Development The film in its original cut plays out in chronological order, as well as in the director's cut. When Devlin and Emmerich edited the film in the director's cut to tighten the narrative, they decided to add a scene at the very beginning of the film to show who the human host of Ra was before the aliens took him. Only Davidson's upper torso was filmed. The first scene was a combination of model shots and a set in Yuma, Arizona where Rambo III had been filmed. The scene of the excavation of the Stargate was also filmed in three days in Arizona. A golden look was achieved by filming near the time of sunset. To keep within the limit of the budget, the producers put stick figures with cloth in the distant desert to appear as humans. The original Stargate was painted black, but it looked like a giant tire so it was repainted silver at the last moment. Daniel Jackson's lecture on his theories was filmed in a hotel in Los Angeles. The scene was originally much longer and delved more into the theories that aliens had built the Egyptian pyramids, but it was trimmed for time concerns for the release. The scenes with O'Neil at his house were the first ones filmed with Kurt Russell; his hair was cut short afterwards. Russell requested his hair color to be brightened a little for the film. The fictional facility housing the Stargate was the largest set for the film, the former Spruce Goose Dome located in Long Beach, California. Egyptologist Stuart Tyson Smith joined the production to make all Ancient Egyptian hieroglyphics and spoken language as accurate as possible. Filming The mask of the pharaoh in the opening credits was made out of fiberglass and modeled in the workshop. The sequence used a motion-control camera to give better depth of field. The score of Stargate was composer David Arnold's first work on an American feature film. When Devlin and Emmerich first flew to London to meet with Arnold, they had not yet heard the score; hearing it, they felt "he had elevated the film to a whole other level". Arnold later interviewed the actors during principal photography, using the information to improve his score. Visual effects Jeff Kleiser and Kleiser-Walczak Construction Co.'s visual effects team of 40 people created the look of the Stargate. They used self-written image-creation and compositing software, as well as commercial digital packages to create the Stargate, the morphing helmets worn by Ra and the Horus guards, and the cityscape of Nagada. Footprints in the sand were often digitally removed. The creation of the wormhole, which was fully digital, was one of the biggest challenges in the making of the film. The ripples had to be digitally composited to appear accurate and realistic. Scanning lasers were lined up parallel to the gate to illustrate the amount of body that passed the surface of the Stargate plane. Afterwards, the parts of the body that had or had not yet gone through the gate (depending on the side of filming) were obliterated with a digital matte, a process that removes unwanted components from an individual frame or sequence of frames. The use of computers generating a big 3D storyboard allowed Emmerich to try out different shooting angles before settling on one angle. Music The film's score was composed by David Arnold, played by the Sinfonia of London and conducted by Nicholas Dodd. It was the second motion picture score that Arnold had composed and his first major one. At the time of production, Arnold had recently started to work in a local video store in London. Once hired, he spent several months in a hotel room working on the soundtrack, spending more time rewriting the music and improving it, during delays due to film companies trying to get the rights to distribution. According to Arnold, "when I first read the script for Stargate, I knew what approach to take, which was to be as big and bold as possible," saying: "Every time there was an amazing sight, the characters would stand back and say, 'Oh my God!' But James would just smile and walk towards it. That was the basis for the Stargate score, moving forward with a sense of majesty instead of being frightened by what's around the corner." Release Theatrical Stargate was released in the United States on October 28, 1994, and released internationally in December of the same year. Home media In 1995 the film was released on VHS and as a Dolby Digital-encoded laserdisc spanning two discs (three sides). The first DVD release was on June 18, 1997. The DVD format was re-released in October 1999 under the title Stargate Special Edition, and again in 2003 on VHS and a 2-disc DVD set with remastered theatrical and extended editions. The film was released on Blu-ray format on August 29, 2006. Lawsuit In 1996, Omar Zuhdi, a Shawnee high school teacher, filed a lawsuit against the makers and originators of the original movie, claiming that they stole the plot and story of his 1984 film script Egyptscape, as the basis of the film Stargate (and thus the franchise Stargate). Director's cut The director's cut had several scenes which were cut from the theatrical release. The first such scene took place immediately after the excavation of the Stargate in 1928 and showed a petrified Anubis guard underneath a broken cover stone. With this scene, the producers had tried to introduce the idea that beings had attempted to come through the Stargate after its burial but the scene was ultimately cut for time concerns. Reception Box office The film received a warm reception from the public, grossing $71,567,262 at the United States box office and $125 million internationally for a worldwide total of $196,567,262. At the time, the film set a record for the highest-grossing opening weekend for a film released in the month of October. In its first run, Stargate made more money than film industry insiders predicted, considering the lukewarm reviews. Some regard it as Emmerich's breakthrough film. Stargate grossed over $16,651,000 in the United States during its opening week in October 1994. It was the 35th-highest-grossing film opening in the U.S. in October. From November 4–6, the film grossed around $12,368,700, declining 25%. The film would continue this decline until the end of November, when the film garnered $4,777,198, or an 8.2% rise. The week before that the film garnered around $4,413,420, a 45.6% decline. In its last week playing theatrically, the film garnered around $1,170,500 in the U.S. Critical response On Rotten Tomatoes, the film has an approval rating of 53% based on 47 reviews, and an average rating of 5.4/10. The site's critics consensus states: "Stargate has splashy visuals and James Spader to recommend it, but corny characterization and a clunky script makes this a portal to ho-hum." On Metacritic, the film has a weighted average score of 42 out of 100, based on 17 critics, indicating "mixed or average reviews". At MRQE, which assigns a normalized rating to mainstream critics, the film holds a score of 64 out of 100 based on 95 reviews. Audiences polled by CinemaScore gave the film an average grade of "B+" on an A+ to F scale. Most of the negativity focused on what was criticized as overuse of special effects, thinness of plot, and excessive use of clichés. Roger Ebert went so far as to say, "The movie Ed Wood, about the worst director of all time, was made to prepare us for Stargate". Ebert awarded the film one out of four stars and, even over ten years later, Stargate remained on his list of most-hated films. Mike DiBella from Allmovie said, "There simply isn't enough spectacle in Stargate to make up for its many flaws." The film peaked at number one on the Billboard chart Top Video Rentals on April 29, 1995. The positive reviews stated that it was an "instant camp classic" and praised the film for its special effects and entertainment value, with Chris Hicks of the Deseret News calling it "Star Wars meets Ben Hur". Scott McKenzie from DVDactive said, "It's a shame because the world created around the Stargate is compelling and detailed. It's almost enough to make me want to watch the TV series, but not quite." In January 1995, Emmerich and Devlin were sued by an Egyptology student who claimed that he had written the story and given them the idea. The suit was later settled out of court. Accolades In 1995, Stargate was considered for various film awards worldwide. It won six of the ten awards it was nominated for. Other media Cancelled film sequels Devlin and Emmerich always envisioned Stargate as the first part of a trilogy of films, but Parts 2 and 3 were never developed. At Comic-Con 2006, twelve years after the original film was released, Devlin stated that he was in early discussions with rights-holders MGM about finally bringing the final two parts to the screen. According to Devlin, the second film is intended to be set around twelve years after the original, with Jackson making a discovery that leads him back to Earth and to the uncovering of a new Stargate. The second entry would supposedly use a different mythology from the Egyptian one which formed the background to the original film, with the third installment tying these together to reveal that "all mythologies are actually tied together with a common thread that we haven't recognized before." Devlin stated that he hoped to enlist original stars Kurt Russell (Col. Jack O'Neil) and James Spader (Dr. Daniel Jackson) for the sequels. The actors have reportedly expressed an interest in participating in the project. The film trilogy would not directly tie into the series Stargate SG-1. According to Devlin, the relationship between the movie and the series is "we would just continue the mythology of the movie and finish that out. I think the series could still live on at the end of the third sequel. So we're going to try to not tread on their stories." Plans for sequels to the original film are unrelated to the development of straight-to-DVD films made as sequels to Stargate SG-1. According to Devlin, he and Emmerich had always planned to do three films with the potential for more, but MGM preferred to play out the television series first. Novel series Using some of Emmerich's notes, Bill McCay wrote a series of five novels, continuing the story the original creators had envisioned, which involved the Earth-humans, the locals and the successors of Ra. Television spin-offs The CD-ROM programme Secrets of Stargate, released after the film, showed how the special effects were made, and included behind-the-scenes of the film and the showing of interviews with the cast and the production members. Dean Devlin eventually gave Metro-Goldwyn-Mayer (MGM) the rights over the film, and author Bill McCay wrote a series of five novels based on Emmerich's notes, continuing the story the original creators had envisioned. In 1996, MGM hired Brad Wright and Jonathan Glassner to create a spin-off television series. Stargate SG-1 premiered on the American subscription channel Showtime on July 27, 1997 and ended its ten-season run in 2007. Stargate SG-1 itself spawned the non-canon animated television series Stargate Infinity (2002–03), and the live-action television series Stargate Atlantis (2004–09) and Stargate Universe (2009–11). Differences from film to television franchise SG-1 creators and executive producers Brad Wright and Jonathan Glassner altered the canon by introducing several new concepts during production of the SG-1 and Atlantis series. In the television series characters were portrayed by different actors, and names were spelled differently. Daniel Jackson was played by James Spader in the film and by Michael Shanks in the series. Kurt Russell's character Jonathan "Jack" O'Neil, a rather humorless Colonel, is played by Richard Dean Anderson as Jonathan "Jack" O'Neill (with two 'l's) in SG-1. French Stewart's character was Lieutenant Louis Ferretti but in SG-1, played by Brent Stait, he is a Major. The spelling of Daniel Jackson's wife changes from "Sha'uri" to "Sha're", O'Neill's wife from Sarah to Sara. (Similarly, the name of O'Neil's son changes from "Tyler" in the film to "Charlie".) The Stargate Command setting was transferred from the fictional military facility located in Creek Mountain, to the Cheyenne Mountain military complex. The unnamed planet from the film was named Abydos in the series and the distance from Earth changed from millions of light-years away (in an entirely different galaxy, "the Kalium galaxy") to becoming the closest planet to Earth with a Stargate, residing in the same galaxy as Earth. Also in SG-1, Stargate travel is limited to the Stargate network in the Milky Way galaxy (unless a tremendous amount of power is used to lengthen the subspace wormhole of a Stargate to another galaxy's Stargate). Ra was the last of an unnamed race in the film, being of a humanoid species with large black eyes and a lack of facial features. In SG-1, Ra is one of many "Goa'uld System Lords", a race of parasitic eel-like creatures. There were also changes to the Stargate. The unique set of 39 Stargate symbols in the film were replaced with the concept of 38 symbols that are the same for each Stargate (Earth's symbols based on Earth's constellations), plus a single point of origin symbol that is unique to that individual gate. While the kawoosh effect in the movie was created by filming the actual swirl of water in a glass tube, and looked like a vortex on the back of the Gate, on the TV series this effect was completely created in computer graphics by the Canadian visual effects company Rainmaker. At the beginning of season 9, the original movie wormhole sequence was substituted by a new sequence similar to the one already used on Stargate Atlantis, but blue as it was in the movie and SG-1. In Atlantis, it is green and, in Universe, it is white. Reboot On September 5, 2013, during an interview with Digital Spy, Emmerich said that he and MGM are planning a new Stargate as a reboot with a trilogy. On May 29, 2014, it was announced that MGM and Warner Bros. are partnering together for a reboot as a trilogy with Emmerich directing, Devlin producing, and Nicolas Wright and James A. Woods writing. On November 17, 2016, Devlin told Empire Online that the plans to make a reboot and a potential new series are stalled. See also Stargate Pyramids of Mars, a Doctor Who serial "The Wall", an episode of the 1985 revival of The Twilight Zone White savior narrative in film, a cinematic trope studied in sociology, for which Stargate has been analyzed References Sources External links Official Stargate site at MGM Stargate 1994 films American films French films 1990s English-language films Egyptian-language films Arabic-language films Norwegian-language films Films set on fictional planets Swedish-language films Fictional-language films 1990s science fiction action films American science fiction action films American space adventure films French science fiction action films Films about ancient astronauts Films scored by David Arnold Films based on Egyptian mythology Films about extraterrestrial life Films adapted into television shows Films adapted into comics Films directed by Roland Emmerich Films set in 1928 Films set in Colorado Films set in Egypt Films shot in Arizona Films shot in California Fiction about planets Resurrection in film Teleportation in films Films about the United States Air Force Films about wormholes Carolco Pictures films StudioCanal films Centropolis Entertainment films Metro-Goldwyn-Mayer films
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The meaning of spirituality has developed and expanded over time, and various connotations can be found alongside each other. Traditionally, spirituality referred to a religious process of re-formation which "aims to recover the original shape of man", oriented at "the image of God" as exemplified by the founders and sacred texts of the religions of the world. The term was used within early Christianity to refer to a life oriented toward the Holy Spirit and broadened during the Late Middle Ages to include mental aspects of life. In modern times, the term both spread to other religious traditions and broadened to refer to a wider range of experience, including a range of esoteric traditions and religious traditions. Modern usages tend to refer to a subjective experience of a sacred dimension and the "deepest values and meanings by which people live", often in a context separate from organized religious institutions. This may involve belief in a supernatural realm beyond the ordinarily observable world, personal growth, a quest for an ultimate or sacred meaning, religious experience, or an encounter with one's own "inner dimension". Etymology The term spirit means "animating or vital principle in man and animals". It is derived from the Old French espirit, which comes from the Latin word spiritus (soul, ghost, courage, vigor, breath) and is related to spirare (to breathe). In the Vulgate the Latin word spiritus is used to translate the Greek pneuma and Hebrew ruach. The term "spiritual", matters "concerning the spirit", is derived from Old French spirituel (12c.), which is derived from Latin spiritualis, which comes from spiritus or "spirit". The term "spirituality" is derived from Middle French spiritualité, from Late Latin "spiritualitatem" (nominative spiritualitas), which is also derived from Latin spiritualis. Definition There is no single, widely agreed-upon definition of spirituality. Surveys of the definition of the term, as used in scholarly research, show a broad range of definitions with limited overlap. A survey of reviews by McCarroll each dealing with the topic of spirituality gave twenty-seven explicit definitions, among which "there was little agreement". This impedes the systematic study of spirituality and the capacity to communicate findings meaningfully. Furthermore, many of spirituality's core features are not unique to spirituality; for example self-transcendence, asceticism and the recognition of one's connection to all were regarded by the atheist Arthur Schopenhauer as key to ethical life. There is a key distinction which needs to be made between the religious and the spiritual. William James in his study of The Varieties of Religious Experience makes the distinction early in this lecture series that there exists "one great partition which divides the religious field. On the one side of it lies institutional, on the other personal religion." This personal religion is spirituality, what he defines as, "the feelings, acts, and experiences of individual men in their solitude, so far as they apprehend themselves to stand in relation to whatever they may consider the divine". Here as well, this notion of the divine is non-sectarian and non-institutional. The divine can be found, according to William James, in spiritual spaces without a Godhead, such as "Buddhism", for instance, and he even claims that this notion of divinity is found in "modern transcendental idealism" and in what he terms "Emmersoniamism", both of which "seem to let God evaporate into abstract Ideality. Not a deity in concreto, not a superhuman person, but the immanent divinity in things, the essentially spiritual structure of the universe [...]". In this sense we can understand that the spiritual is not necessarily the religious, but rather, it is the experience and understanding of divinity (divinity in its broadest notion – deified or godless) which forms the elemental substrate of institutional religion as we know it today. According to Kees Waaijman, the traditional meaning of spirituality is a process of re-formation which "aims to recover the original shape of man, the image of God. To accomplish this, the re-formation is oriented at a mold, which represents the original shape: in Judaism the Torah, in Christianity there is Christ, for Buddhism, Buddha, and in Islam, Muhammad." Houtman and Aupers suggest that modern spirituality is a blend of humanistic psychology, mystical and esoteric traditions, and Eastern religions. In modern times the emphasis is on subjective experience and the "deepest values and meanings by which people live", incorporating personal growth or transformation, usually in a context separate from organized religious institutions. Spirituality can be defined generally as an individual's search for ultimate or sacred meaning and purpose in life. Additionally it can mean to seek out or search for personal growth, religious experience, belief in a supernatural realm or afterlife, or to make sense of one's own "inner dimension". Development of the meaning of spirituality Classical, medieval and early modern periods Bergomi detects "an enlightened form of non-religious spirituality" in late antiquity. Words translatable as "spirituality" first began to arise in the 5th century and only entered common use toward the end of the Middle Ages. In a Biblical context the term means being animated by God. The New Testament offers the concept of being driven by the Holy Spirit, as opposed to living a life in which one rejects this influence. In the 11th century this meaning changed. "Spirituality" began to denote the mental aspect of life, as opposed to the material and sensual aspects of life, "the ecclesiastical sphere of light against the dark world of matter". In the 13th century "spirituality" acquired a social and psychological meaning. Socially it denoted the territory of the clergy: "the ecclesiastical against the temporary possessions, the ecclesiastical against the secular authority, the clerical class against the secular class". Psychologically, it denoted the realm of the inner life: "the purity of motives, affections, intentions, inner dispositions, the psychology of the spiritual life, the analysis of the feelings". In the 17th and 18th centuries a distinction was made between higher and lower forms of spirituality: "A spiritual man is one who is Christian 'more abundantly and deeper than others'." The word was also associated with mysticism and quietism, and acquired a negative meaning. Modern spirituality Modern notions of spirituality developed throughout the 19th and 20th century, mixing Christian ideas with Western esoteric traditions and elements of Asian, especially Indian, religions. Spirituality became increasingly disconnected from traditional religious organisations and institutions. It is sometimes associated today with philosophical, social, or political movements such as liberalism, feminist theology, and green politics. Transcendentalism and Unitarian Universalism Ralph Waldo Emerson (1803–1882) was a pioneer of the idea of spirituality as a distinct field. He was one of the major figures in Transcendentalism, an early 19th-century liberal Protestant movement, which was rooted in English and German Romanticism, the Biblical criticism of Johann Gottfried Herder and Friedrich Schleiermacher, the skepticism of Hume, and Neoplatonism. The Transcendentalists emphasised an intuitive, experiential approach of religion. Following Schleiermacher, an individual's intuition of truth was taken as the criterion for truth. In the late 18th and early 19th century, the first translations of Hindu texts appeared, which were also read by the Transcendentalists, and influenced their thinking. They also endorsed universalist and Unitarianist ideas, leading to Unitarian Universalism, the idea that there must be truth in other religions as well, since a loving God would redeem all living beings, not just Christians. Theosophy, anthroposophy, and the perennial philosophy A major influence on modern spirituality was the Theosophical Society, which searched for 'secret teachings' in Asian religions. It has been influential on modernist streams in several Asian religions, notably Neo-Vedanta, the revival of Theravada Buddhism, and Buddhist modernism, which have taken over modern western notions of personal experience and universalism and integrated them in their religious concepts. A second, related influence was Anthroposophy, whose founder, Rudolf Steiner, was particularly interested in developing a genuine Western spirituality, and in the ways that such a spirituality could transform practical institutions such as education, agriculture, and medicine. More independently, the spiritual science of Martinus was an influence, especially in Scandinavia. The influence of Asian traditions on western modern spirituality was also furthered by the perennial philosophy, whose main proponent Aldous Huxley was deeply influenced by Swami Vivekananda's Neo-Vedanta and universalism, and the spread of social welfare, education and mass travel after World War II. Neo-Vedanta An important influence on western spirituality was Neo-Vedanta, also called neo-Hinduism and Hindu Universalism, a modern interpretation of Hinduism which developed in response to western colonialism and orientalism. It aims to present Hinduism as a "homogenized ideal of Hinduism" with Advaita Vedanta as its central doctrine. Due to the colonisation of Asia by the western world, since the 19th century an exchange of ideas has been taking place between the western world and Asia, which also influenced western religiosity. Unitarianism, and the idea of Universalism, was brought to India by missionaries, and had a major influence on neo-Hinduism via Ram Mohan Roy's Brahmo Samaj and Brahmoism. Roy attempted to modernise and reform Hinduism, from the idea of Universalism. This universalism was further popularised, and brought back to the west as neo-Vedanta, by Swami Vivekananda. "Spiritual but not religious" After the Second World War, spirituality and theistic religion became increasingly disconnected, and spirituality became more oriented on subjective experience, instead of "attempts to place the self within a broader ontological context". A new discourse developed, in which (humanistic) psychology, mystical and esoteric traditions and eastern religions are being blended, to reach the true self by self-disclosure, free expression, and meditation. The distinction between the spiritual and the religious became more common in the popular mind during the late 20th century with the rise of secularism and the advent of the New Age movement. Authors such as Chris Griscom and Shirley MacLaine explored it in numerous ways in their books. Paul Heelas noted the development within New Age circles of what he called "seminar spirituality": structured offerings complementing consumer choice with spiritual options. Among other factors, declining membership of organized religions and the growth of secularism in the western world have given rise to this broader view of spirituality. The term "spiritual" is now frequently used in contexts in which the term "religious" was formerly employed. Both theists and atheists have criticized this development. Traditional spirituality Abrahamic faiths Judaism Spirituality in Judaism may involve practices of Jewish ethics, Jewish prayer, Jewish meditation, Shabbat and holiday observance, Torah study, dietary laws, teshuvah, and other practices. It may involve practices ordained by halakhah or other practices. Kabbalah (literally "receiving") is an esoteric method, discipline and school of thought of Judaism. Kabbalah is a set of esoteric teachings meant to explain the relationship between an unchanging, eternal and mysterious Ein Sof (no end) and the mortal and finite universe (his creation). Interpretations of Kabbalistic spirituality are found within Hasidic Judaism, a branch of Orthodox Judaism founded in 18th-century Eastern Europe by Rabbi Israel Baal Shem Tov. Hasidism often emphasizes the Immanent Divine presence and focuses on emotion, fervour, and the figure of the Tzadik. This movement included an elite ideal of nullification to paradoxical Divine Panentheism. The Musar movement is a Jewish spiritual movement that has focused on developing character traits such as faith, humility, and love. The Musar movement, first founded in the 19th century by Israel Salanter and developed in the 21st century by Alan Morinis and Ira F. Stone, has encouraged spiritual practices of Jewish meditation, Jewish prayer, Jewish ethics, tzedakah, teshuvah, and the study of musar (ethical) literature. Reform Judaism and Conservative Judaism have often emphasized the spirituality of Jewish ethics and tikkun olam, feminist spirituality, Jewish prayer, Torah study, ritual, and musar. Christianity Catholic spirituality is the spiritual practice of living out a personal act of faith (fides qua creditur) following the acceptance of faith (fides quae creditur). Although all Catholics are expected to pray together at Mass, there are many different forms of spirituality and private prayer which have developed over the centuries. Each of the major religious orders of the Catholic Church and other lay groupings have their own unique spirituality – its own way of approaching God in prayer and in living out the Gospel. Christian mysticism refers to the development of mystical practices and theory within Christianity. It has often been connected to mystical theology, especially in the Catholic and Eastern Orthodox traditions. The attributes and means by which Christian mysticism is studied and practiced are varied and range from ecstatic visions of the soul's mystical union with God to simple prayerful contemplation of Holy Scripture (i.e., Lectio Divina). Progressive Christianity is a contemporary movement which seeks to remove the supernatural claims of the faith and replace them with a post-critical understanding of biblical spirituality based on historical and scientific research. It focuses on the lived experience of spirituality over historical dogmatic claims, and accepts that the faith is both true and a human construction, and that spiritual experiences are psychologically and neurally real and useful. Islam An inner spiritual struggle and an outer physical struggle are two commonly accepted meanings of the Arabic word jihad: The "greater jihad" is the inner struggle by a believer to fulfill his religious duties. This non-violent meaning is stressed by both Muslim and non-Muslim authors. Al-Khatib al-Baghdadi, an 11th-century Islamic scholar, referenced a statement by the companion of Muhammad, Jabir ibn Abd-Allah: Sufism The best known form of Islamic mystic spirituality is the Sufi tradition (famous through Rumi and Hafiz) in which a Sheikh or pir transmits spiritual discipline to students. Sufism or () is defined by its adherents as the inner, mystical dimension of Islam. A practitioner of this tradition is generally known as a (). Sufis believe they are practicing ihsan (perfection of worship) as revealed by Gabriel to Muhammad, Sufis consider themselves as the original true proponents of this pure original form of Islam. They are strong adherents to the principal of tolerance, peace and against any form of violence. The Sufi have suffered severe persecution by more rigid and fundamentalist groups such as the Wahhabi and Salafi movement. In 1843 the Senussi Sufi were forced to flee Mecca and Medina and head to Sudan and Libya. Classical Sufi scholars have defined Sufism as "a science whose objective is the reparation of the heart and turning it away from all else but God". Alternatively, in the words of the Darqawi Sufi teacher Ahmad ibn Ajiba, "a science through which one can know how to travel into the presence of the Divine, purify one's inner self from filth, and beautify it with a variety of praiseworthy traits". Asian traditions Buddhism Buddhist practices are known as Bhavana, which literally means "development" or "cultivating" or "producing" in the sense of "calling into existence." It is an important concept in Buddhist praxis (Patipatti). The word bhavana normally appears in conjunction with another word forming a compound phrase such as citta-bhavana (the development or cultivation of the heart/mind) or metta-bhavana (the development/cultivation of loving kindness). When used on its own bhavana signifies 'spiritual cultivation' generally. Various Buddhist Paths to liberation developed throughout the ages. Best-known is the Noble Eightfold Path, but others include the Bodhisattva Path and Lamrim. Hinduism Hinduism has no traditional ecclesiastical order, no centralized religious authorities, no governing body, no prophet(s) nor any binding holy book; Hindus can choose to be polytheistic, pantheistic, monistic, or atheistic. Within this diffuse and open structure, spirituality in Hindu philosophy is an individual experience, and referred to as ksaitrajña (Sanskrit: क्षैत्रज्ञ). It defines spiritual practice as one's journey towards moksha, awareness of self, the discovery of higher truths, true nature of reality, and a consciousness that is liberated and content. Four paths Traditionally, Hinduism identifies three mārga (ways) of spiritual practice, namely Jñāna(ज्ञान), the way of knowledge; Bhakti, the way of devotion; and Karma yoga, the way of selfless action. In the 19th century Vivekananda, in his neo-Vedanta synthesis of Hinduism, added Rāja yoga, the way of contemplation and meditation, as a fourth way, calling all of them "yoga". Jñāna marga is a path often assisted by a guru (teacher) in one's spiritual practice. Bhakti marga is a path of faith and devotion to deity or deities; the spiritual practice often includes chanting, singing and music – such as in kirtans – in front of idols, or images of one or more deity, or a devotional symbol of the holy. Karma marga is the path of one's work, where diligent practical work or vartta (Sanskrit: वार्त्ता, profession) becomes in itself a spiritual practice, and work in daily life is perfected as a form of spiritual liberation and not for its material rewards. Rāja marga is the path of cultivating necessary virtues, self-discipline, tapas (meditation), contemplation and self-reflection sometimes with isolation and renunciation of the world, to a pinnacle state called samādhi. This state of samādhi has been compared to peak experience. There is a rigorous debate in Indian literature on relative merits of these theoretical spiritual practices. For example, Chandogyopanishad suggests that those who engage in ritualistic offerings to gods and priests will fail in their spiritual practice, while those who engage in tapas will succeed; Svetasvataropanishad suggests that a successful spiritual practice requires a longing for truth, but warns of becoming 'false ascetic' who go through the mechanics of spiritual practice without meditating on the nature of Self and universal Truths. In the practice of Hinduism, suggest modern era scholars such as Vivekananda, the choice between the paths is up to the individual and a person's proclivities. Other scholars suggest that these Hindu spiritual practices are not mutually exclusive, but overlapping. These four paths of spirituality are also known in Hinduism outside India, such as in Balinese Hinduism, where it is called Catur Marga (literally: four paths). Schools and spirituality Different schools of Hinduism encourage different spiritual practices. In Tantric school for example, the spiritual practice has been referred to as sādhanā. It involves initiation into the school, undergoing rituals, and achieving moksha liberation by experiencing union of cosmic polarities. The Hare Krishna school emphasizes bhakti yoga as spiritual practice. In Advaita Vedanta school, the spiritual practice emphasizes jñāna yoga in stages: samnyasa (cultivate virtues), sravana (hear, study), manana (reflect) and dhyana (nididhyasana, contemplate). Jainism Jainism, traditionally known as Jain Dharma, is an ancient Indian religion. The three main pillars of Jainism are ahiṃsā (non-violence), anekāntavāda (non-absolutism), and aparigraha (non-attachment). Jains take five main vows: ahiṃsā (non-violence), satya (truth), asteya (not stealing), brahmacharya (sexual continence), and aparigraha (non-possessiveness). These principles have affected Jain culture in many ways, such as leading to a predominantly vegetarian lifestyle. Parasparopagraho jīvānām (the function of souls is to help one another) is the faith's motto and the Ṇamōkāra mantra is its most common and basic prayer. Jainism traces its spiritual ideas and history through a succession of twenty-four leaders or Tirthankaras, with the first in the current time cycle being Rishabhadeva, whom the tradition holds to have lived millions of years ago; the twenty-third tirthankara Parshvanatha, whom historians date to 9th century BCE; and the twenty-fourth tirthankara, Mahavira around 600 BCE. Jainism is considered to be an eternal dharma with the tirthankaras guiding every time cycle of the cosmology. Sikhism Sikhism considers spiritual life and secular life to be intertwined: "In the Sikh Weltanschauung...the temporal world is part of the Infinite Reality and partakes of its characteristics." Guru Nanak described living an "active, creative, and practical life" of "truthfulness, fidelity, self-control and purity" as being higher than a purely contemplative life. The 6th Sikh Guru Guru Hargobind re-affirmed that the political/temporal (Miri) and spiritual (Piri) realms are mutually coexistent. According to the 9th Sikh Guru, Tegh Bahadhur, the ideal Sikh should have both Shakti (power that resides in the temporal), and Bhakti (spiritual meditative qualities). This was developed into the concept of the Saint Soldier by the 10th Sikh Guru, Gobind Singh. According to Guru Nanak, the goal is to attain the "attendant balance of separation-fusion, self-other, action-inaction, attachment-detachment, in the course of daily life", the polar opposite to a self-centered existence. Nanak talks further about the one God or akal (timelessness) that permeates all life). and which must be seen with 'the inward eye', or the 'heart', of a human being. In Sikhism there is no dogma, priests, monastics or yogis. African spirituality In some African contexts, spirituality is considered a belief system that guides the welfare of society and the people therein, and eradicates sources of unhappiness occasioned by evil. In traditional society prior to colonization and extensive introduction to Christianity or Islam, religion was the strongest element in society influencing the thinking and actions of the people. Hence spirituality was a sub-domain of religion. Despite the rapid social, economic and political changes of the last century, traditional religion remains the essential background for many African people. And that religion is a communal given, not an individual choice. Religion gives all of life its meaning and provides ground for action. Each person is "a living creed of his religion." There is no concern for spiritual matters apart from ones physical and communal life. Life continues after death but remains focused on pragmatic family and community matters. Contemporary spirituality The term spiritual has frequently become used in contexts in which the term religious was formerly employed. Contemporary spirituality is also called "post-traditional spirituality" and "New Age spirituality". Hanegraaf makes a distinction between two "New Age" movements: New Age in a restricted sense, which originated primarily in mid-twentieth century England and had its roots in Theosophy and anthroposophy, and "New Age" in a general sense, which emerged in the later 1970s Those who speak of spirituality outside of religion often define themselves as spiritual but not religious and generally believe in the existence of different "spiritual paths", emphasizing the importance of finding one's own individual path to spirituality. According to one 2005 poll, about 24% of the United States population identifies itself as "spiritual but not religious". Lockwood draws attention to the variety of spiritual experience in the contemporary West: The new Western spiritual landscape, characterised by consumerism and choice abundance, is scattered with novel religious manifestations based in psychology and the Human Potential Movement, each offering participants a pathway to the Self. Characteristics Modern spirituality centers on the "deepest values and meanings by which people live". It often embraces the idea of an ultimate or an alleged immaterial reality. It envisions an inner path enabling a person to discover the essence of his or her being. Not all modern notions of spirituality embrace transcendental ideas. Secular spirituality emphasizes humanistic ideas on moral character (qualities such as love, compassion, patience, tolerance, forgiveness, contentment, responsibility, harmony, and a concern for others). These are aspects of life and human experience which go beyond a purely materialist view of the world without necessarily accepting belief in a supernatural reality or any divine being. Nevertheless, many humanists (e.g. Bertrand Russell, Jean-Paul Sartre) who clearly value the non-material, communal, and virtuous aspects of life reject this usage of the term "spirituality" as being overly-broad (i.e. it effectively amounts to saying "everything and anything that is good and virtuous is necessarily spiritual"). In 1930 Russell, a self-described agnostic renowned as an atheist, wrote "... one's ego is no very large part of the world. The man who can centre his thoughts and hopes upon something transcending self can find a certain peace in the ordinary troubles of life which is impossible to the pure egoist." Similarly, Aristotle – one of the first known Western thinkers to demonstrate that morality, virtue and goodness can be derived without appealing to supernatural forces – argued that "men create Gods in their own image" (not the other way around). Moreover, theistic and atheistic critics alike dismiss the need for the "secular spirituality" label on the basis that it appears to be nothing more than obscurantism in that: the term "spirit" is commonly taken as denoting the existence of unseen / otherworldly / life-giving forces; and words such as "morality", "philanthropy" and "humanism" already efficiently and succinctly describe the prosocial-orientation and civility that the phrase "secular spirituality" is meant to convey but without risking confusion that one is referring to something supernatural. Although personal well-being, both physical and psychological, is said to be an important aspect of modern spirituality, this does not imply spirituality is essential to achieving happiness (e.g. see). Free-thinkers who reject notions that the numinous/non-material is important to living well can be just as happy as more spiritually-oriented individuals (see) Contemporary proponents of spirituality may suggest that spirituality develops inner peace and forms a foundation for happiness. For example, meditation and similar practices are suggested to help the practitioner cultivate her/his inner life and character. Ellison and Fan (2008) assert that spirituality causes a wide array of positive health outcomes, including "morale, happiness, and life satisfaction.". However, Schuurmans-Stekhoven (2013) actively attempted to replicate this research and found more "mixed" results. Nevertheless, spirituality has played a central role in some self-help movements such as Alcoholics Anonymous: Such spiritually-informed treatment approaches have been challenged as pseudoscience. Spiritual experience Spiritual experiences play a central role in modern spirituality. Both western and Asian authors have popularised this notion. Important early-20th century Western writers who studied the phenomenon of spirituality, and their works, include William James, The Varieties of Religious Experience (1902) and Rudolph Otto, especially The Idea of the Holy (1917) James' notions of "spiritual experience" had a further influence on the modernist streams in Asian traditions, making them even further recognisable for a western audience. William James popularized the use of the term "religious experience" in his The Varieties of Religious Experience. He has also influenced the understanding of mysticism as a distinctive experience which allegedly grants knowledge. Wayne Proudfoot traces the roots of the notion of "religious experience" further back to the German theologian Friedrich Schleiermacher (1768–1834), who argued that religion is based on a feeling of the infinite. Schleiermacher used the idea of "religious experience" to defend religion against the growing scientific and secular critique. Many scholars of religion, of whom William James was the most influential, adopted the concept. Major Asian influences on contemporary spirituality have included Swami Vivekananda (1863–1902) and D.T. Suzuki. (1870–1966) Vivekananda popularised a modern syncretic Hinduism, in which an emphasis on personal experience replaced the authority of scriptures. Suzuki had a major influence on the popularisation of Zen in the west and popularized the idea of enlightenment as insight into a timeless, transcendent reality. Other influences came through Paul Brunton's A Search in Secret India (1934), which introduced Ramana Maharshi (1879–1950) and Meher Baba (1894–1969) to a western audience. Spiritual experiences can include being connected to a larger reality, yielding a more comprehensive self; joining with other individuals or the human community; with nature or the cosmos; or with the divine realm. Spiritual practices Kees Waaijman discerns four forms of spiritual practices: Somatic practices, especially deprivation and diminishment. Deprivation aims to purify the body. Diminishment concerns the repulsement of ego-oriented impulses. Examples include fasting and poverty. Psychological practices, for example meditation. Social practices. Examples include the practice of obedience and communal ownership, reforming ego-orientedness into other-orientedness. Spiritual. All practices aim at purifying ego-centeredness, and direct the abilities at the divine reality. Spiritual practices may include meditation, mindfulness, prayer, the contemplation of sacred texts, ethical development, and spiritual retreats in a convent. Love and/or compassion are often described as the mainstay of spiritual development. Within spirituality is also found "a common emphasis on the value of thoughtfulness, tolerance for breadth and practices and beliefs, and appreciation for the insights of other religious communities, as well as other sources of authority within the social sciences." Science Relation to science Since the scientific revolution of the 18th-century Enlightenment, the relationship of science to religion and to spirituality has developed in complex ways. Historian John Hedley Brooke describes wide variations: Brooke has proposed that the currently held popular notion of antagonisms between science and religion has historically originated with "thinkers with a social or political axe to grind" rather than with the natural philosophers themselves. Though physical and biological scientists today see no need for supernatural explanations to describe reality, some scientists continue to regard science and spirituality as complementary, not contradictory, and are willing to debate, rather than simply classifying spirituality and science as non-overlapping magisteria. William James, one of the preeminent philosophers of religious experience & spirituality termed the general critique of religious experience by Science as the "Survival Theory". He writes, "There is a notion in the air about us that religion is probably only an anachronism, a case of 'survival,' an atavistic relapse into a mode of thought which humanity in its more enlightened examples has outgrown; and this notion our religious anthropologists at present do little to counteract". He makes the claim that theology, or the science of religion will never truly understand its subject matter, "just as Al Ghazzali told us [...] that to understand the causes of drunkenness, as a physician understands them, is not to be drunk. A science may come to understand everything about the causes and elements of religion, and might even decide which elements were qualified, by their general harmony with other branches of knowledge, to be considered true; and yet the best man at this science might be the man who found it hardest to be personally devout". A few religious leaders have shown openness to modern science and its methods. The 14th Dalai Lama, for example, has proposed that if a scientific analysis conclusively showed certain claims in Buddhism to be false, then the claims must be abandoned and the findings of science accepted. Quantum mysticism During the twentieth century the relationship between science and spirituality has been influenced both by Freudian psychology, which has accentuated the boundaries between the two areas by accentuating individualism and secularism, and by developments in particle physics, which reopened the debate about complementarity between scientific and religious discourse and rekindled for many an interest in holistic conceptions of reality. These conceptions were championed by New Age spiritualists in a type of quantum mysticism that they claim justifies their spiritual beliefs, though quantum physicists themselves on the whole reject such attempts as being pseudoscientific. Scientific research Health and well-being Various studies (most originating from North America) have reported a positive correlation between spirituality and mental well-being in both healthy people and those encountering a range of physical illnesses or psychological disorders. Although spiritual individuals tend to be optimistic, report greater social support, and experience higher intrinsic meaning in life, strength, and inner peace, whether the correlation represents a causal link remains contentious. Both supporters and opponents of this claim agree that past statistical findings are difficult to interpret, in large part because of the ongoing disagreement over how spirituality should be defined and measured. There is also evidence that an agreeable/positive temperament and/or a tendency toward sociability (which all correlate with spirituality) might actually be the key psychological features that predispose people to subsequently adopt a spiritual orientation and that these characteristics, not spiritually per se, add to well-being. There is also some suggestion that the benefits associated with spirituality and religiosity might arise from being a member of a close-knit community. Social bonds available via secular sources (i.e., not unique to spirituality or faith-based groups) might just as effectively raise well-being. In sum, spirituality may not be the "active ingredient" (i.e., past association with psychological well-being measures might reflect a reverse causation or effects from other variables that correlate with spirituality), and that the effects of agreeableness, conscientiousness, or virtue – personality traits common in many non-spiritual people yet known to be slightly more common among the spiritual – may better account for spirituality's apparent correlation with mental health and social support. Intercessionary prayer Masters and Spielmans conducted a meta-analysis of all the available and reputable research examining the effects of distant intercessory prayer. They found no discernible health effects from being prayed for by others. In fact, one large and scientifically rigorous study by Herbert Benson and colleagues revealed that intercessory prayer had no effect on recovery from cardiac arrest, but patients told people were praying for them actually had an increased risk of medical complications. Knowing others are praying for you could actually be medically detrimental. Spiritual care in health care professions In the health-care professions there is growing interest in "spiritual care", to complement the medical-technical approaches and to improve the outcomes of medical treatments. Puchalski et al. argue for "compassionate systems of care" in a spiritual context. Spiritual experiences Neuroscientists have examined brain functioning during reported spiritual experiences finding that certain neurotransmitters and specific areas of the brain are involved. Moreover, experimenters have also successfully induced spiritual experiences in individuals by administering psychoactive agents known to elicit euphoria and perceptual distortions. Conversely, religiosity and spirituality can also be dampened by electromagnetic stimulation of the brain. These results have motivated some leading theorists to speculate that spirituality may be a benign subtype of psychosis – benign in the sense that the same aberrant sensory perceptions that those suffering clinical psychoses evaluate as distressingly incongruent and inexplicable are instead interpreted by spiritual individuals as positive (personal and meaningful transcendent experiences). Measurement Considerable debate persists about — among other factors — spirituality's relation to religion, the number and content of its dimensions, its relation to concepts of well-being, and its universality. (ref) A number of research groups have developed instruments which attempt to measure spirituality quantitatively, including the Spiritual Transcendence Scale (STS), the Brief Multidimensional Measure of Religiousness/Spirituality (BMMRS) and the Daily Spiritual Experiences Scale. MacDonald et al. gave an "Expressions of Spirituality Inventory" (ESI-R) measuring five dimensions of spirituality to over 4000 persons across eight countries. The study results and interpretation highlighted the complexity and challenges of measurement of spirituality cross-culturally. See also Anthroposophy Esotericism Glossary of spirituality terms ietsism Interspirituality New Age Numinous Outline of spirituality Perennial philosophy Reason Relationship between religion and science Religion Spiritual intelligence Sacred–profane dichotomy Secular spirituality Self-actualization Self-help Skepticism Spiritual but not religious Spiritism Sublime (philosophy) Syncretism Theosophy Spiritual activism Notes References Sources Published sources Web-sources Further reading Downey, Michael. Understanding Christian Spirituality. New York: Paulist Press, 1997. Charlene Spretnak, The Spiritual Dynamic in Modern Art : Art History Reconsidered, 1800 to the Present, 1986. Eck, Diana L. A New Religious America. San Francisco: Harper, 2001. Schmidt, Leigh Eric. Restless Souls : The Making of American Spirituality. San Francisco: Harper, 2005. External links Sociology of Religion Resources Belief Metaphysics of mind New Age Philosophy of mind
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Syracuse ( ; ; ) is a historic city on the Italian island of Sicily, the capital of the Italian province of Syracuse. The city is notable for its rich Greek and Roman history, culture, amphitheatres, architecture, and as the birthplace of the pre-eminent mathematician and engineer Archimedes. This 2,700-year-old city played a key role in ancient times, when it was one of the major powers of the Mediterranean world. Syracuse is located in the southeast corner of the island of Sicily, next to the Gulf of Syracuse beside the Ionian Sea. It is situated in a drastic rise of land with depths being close to the city offshore although the city itself is generally not so hilly in comparison. The city was founded by Ancient Greek Corinthians and Teneans and became a very powerful city-state. Syracuse was allied with Sparta and Corinth and exerted influence over the entirety of Magna Graecia, of which it was the most important city. Described by Cicero as "the greatest Greek city and the most beautiful of them all", it equaled Athens in size during the fifth century BC. It later became part of the Roman Republic and the Byzantine Empire. Under Emperor Constans II, it served as the capital of the Byzantine Empire (663–669). Palermo later overtook it in importance, as the capital of the Kingdom of Sicily. Eventually the kingdom would be united with the Kingdom of Naples to form the Two Sicilies until the Italian unification of 1860. In the modern day, the city is listed by UNESCO as a World Heritage Site along with the Necropolis of Pantalica. In the central area, the city itself has a population of around 125,000 people. Syracuse is mentioned in the Bible in the Acts of the Apostles book at 28:12 as Paul stayed there. The patron saint of the city is Saint Lucy; she was born in Syracuse and her feast day, Saint Lucy's Day, is celebrated on 13 December. History Archaic period Syracuse and its surrounding area have been inhabited since ancient times, as shown by the findings in the villages of Stentinello, Ognina, Plemmirio, Matrensa, Cozzo Pantano and Thapsos, which already had a relationship with Mycenaean Greece. Syracuse was founded in 734 or 733 BC by Greek settlers from Corinth and Tenea, led by the oecist (colonizer) Archias. There are many attested variants of the name of the city including Syrakousai, Syrakosai and Syrakō. The most acceptable theory is that the Phoenicians called it Sour-ha-Koussim, which means "Stone of the seagulls" from which would come the name of Syracuse. A possible origin of the city's name was given by Vibius Sequester citing first Stephanus Byzantius in that there was a Syracusian marsh () called Syrako and secondly Marcian's Periegesis wherein Archias gave the city the name of a nearby marsh; hence one gets Syrako (and thereby Syrakousai and other variants) for the name of Syracuse, a name also attested by Epicharmus. The settlement of Syracuse was a planned event, as a strong central leader, Arkhias the aristocrat, laid out how property would be divided up for the settlers, as well as plans for how the streets of the settlement should be arranged, and how wide they should be. The nucleus of the ancient city was the small island of Ortygia. The settlers found the land fertile and the native tribes to be reasonably well-disposed to their presence. The city grew and prospered, and for some time stood as the most powerful Greek city anywhere in the Mediterranean. Colonies were founded at Akrai (664 BC), Kasmenai (643 BC), Akrillai (7th century BC), Helorus (7th century BC) and Kamarina (598 BC). Classical period The descendants of the first colonists, called Gamoroi, held power until they were expelled by the lower class of the city assisted by Cyllirians, enslaved natives similar in status to the helots of Sparta. The former, however, returned to power in 485 BC, thanks to the help of Gelo, ruler of Gela. Gelo himself became the despot of the city, and moved many inhabitants of Gela, Kamarina and Megara to Syracuse, building the new quarters of Tyche and Neapolis outside the walls. His program of new constructions included a new theatre, designed by Damocopos, which gave the city a flourishing cultural life: this in turn attracted personalities as Aeschylus, Ario of Methymna and Eumelos of Corinth. The enlarged power of Syracuse made unavoidable the clash against the Carthaginians, who ruled western Sicily. In the Battle of Himera, Gelo, who had allied with Theron of Agrigento, decisively defeated the African force led by Hamilcar. A temple dedicated to Athena (on the site of today's Cathedral), was erected in the city to commemorate the event. Syracuse grew considerably during this time. Its walls encircled in the fifth century, but as early as the 470s BC the inhabitants started building outside the walls. The complete population of its territory approximately numbered 250,000 in 415 BC and the population size of the city itself was probably similar to Athens. Gelo was succeeded by his brother Hiero, who fought against the Etruscans at Cumae in 474 BC. His rule was eulogized by poets like Simonides of Ceos, Bacchylides and Pindar, who visited his court. A democratic regime was introduced by Thrasybulos (467 BC). The city continued to expand in Sicily, fighting against the rebellious Siculi, and on the Tyrrhenian Sea, making expeditions up to Corsica and Elba. In the late 5th century BC, Syracuse found itself at war with Athens, which sought more resources to fight the Peloponnesian War. The Syracusans enlisted the aid of a general from Sparta, Athens' foe in the war, to defeat the Athenians, destroy their ships, and leave them to starve on the island (see Sicilian Expedition). In 401 BC, Syracuse contributed a force of 300 hoplites and a general to Cyrus the Younger's Army of the Ten Thousand. Then in the early 4th century BC, the tyrant Dionysius the Elder was again at war against Carthage and, although losing Gela and Camarina, kept that power from capturing the whole of Sicily. After the end of the conflict Dionysius built a massive fortress on Ortygia and 22 km-long walls around all of Syracuse. Another period of expansion saw the destruction of Naxos, Catania and Lentini; then Syracuse entered again in war against Carthage (397 BC). After various changes of fortune, the Carthaginians managed to besiege Syracuse itself, but were eventually pushed back by a pestilence. A treaty in 392 BC allowed Syracuse to enlarge further its possessions, founding the cities of Adranon, Tyndarion and Tauromenos, and conquering Rhegion on the continent. In the Adriatic, to facilitate trade, Dionysius the Elder founded Ancona, Adria and Issa. Apart from his battle deeds, Dionysius was famous as a patron of art, and Plato himself visited Syracuse several times, where Dionysius, offended by Plato's daring to disagree with the king, imprisoned the philosopher and sold him into slavery. His successor was Dionysius the Younger, who was however expelled by Dion in 356 BC. But the latter's despotic rule led in turn to his expulsion, and Dionysius reclaimed his throne in 347 BC. Dionysius was besieged in Syracuse by the Syracusan general Hicetas in 344 BC. The following year the Corinthian Timoleon installed a democratic regime in the city after he exiled Dionysius and defeated Hicetas. The long series of internal struggles had weakened Syracuse's power on the island, and Timoleon tried to remedy this, defeating the Carthaginians in the Battle of the Crimissus (339 BC). Hellenistic period After Timoleon's death the struggle among the city's parties restarted and ended with the rise of another tyrant, Agathocles, who seized power with a coup in 317 BC. He resumed the war against Carthage, with alternate fortunes. He was besieged in Syracuse by the Carthaginians in 311 BC, but he escaped from the city with a small fleet. He scored a moral success, bringing the war to the Carthaginians' native African soil, inflicting heavy losses to the enemy. The defenders of Syracuse destroyed the Carthaginian army which besieged them. However, Agathocles was eventually defeated in Africa as well. The war ended with another treaty of peace which did not prevent the Carthaginians from interfering in the politics of Syracuse after the death of Agathocles (289 BC). They laid siege to Syracuse for the fourth and last time in 278 BC. They retreated at the arrival of king Pyrrhus of Epirus, whom Syracuse had asked for help. After a brief period under the rule of Epirus, Hiero II seized power in 275 BC. Hiero inaugurated a period of 50 years of peace and prosperity, in which Syracuse became one of the most renowned capitals of Antiquity. He issued the so-called Lex Hieronica, which was later adopted by the Romans for their administration of Sicily; he also had the theatre enlarged and a new immense altar, the "Hiero's Ara", built. Under his rule lived the most famous Syracusan, the mathematician and natural philosopher Archimedes. Among his many inventions were various military engines including the claw of Archimedes, later used to resist the Roman siege of 214–212 BC. Literary figures included Theocritus and others. Hiero's successor, the young Hieronymus (ruled from 215 BC), broke the alliance with the Romans after their defeat at the Battle of Cannae and accepted Carthage's support. The Romans, led by consul Marcus Claudius Marcellus, besieged the city in 214 BC. The city held out for three years, but fell in 212 BC. The successes of the Syracusians in repelling the Roman siege had made them overconfident. In 212 BC, the Romans received information that the city's inhabitants were to participate in the annual festival to their goddess Artemis. A small party of Roman soldiers approached the city under the cover of night and managed to scale the walls to get into the outer city and with reinforcements soon took control, killing Archimedes in the process, but the main fortress remained firm. After an eight-month siege and with parleys in progress, an Iberian captain named Moeriscus is believed to have let the Romans in near the Fountains of Arethusa. On the agreed signal, during a diversionary attack, he opened the gate. After setting guards on the houses of the pro-Roman faction, Marcellus gave Syracuse to plunder. Imperial Roman and Byzantine period Though declining slowly through the years, Syracuse maintained the status of capital of the Roman government of Sicily and seat of the praetor. It remained an important port for trade between the Eastern and the Western parts of the Empire. Christianity spread in the city through the efforts of Paul of Tarsus and Saint Marziano, the first bishop of the city, who made it one of the main centres of proselytism in the West. In the age of Christian persecutions massive catacombs were carved, whose size is second only to those of Rome. After a period of Vandal rule, 469–477, Syracuse and the island was recovered for Roman rule under Odoacer, 476–491 and Theodoric the Great, 491–526, by Belisarius for the Byzantine Empire (31 December 535). From 663 to 668 Syracuse was the seat of the Greek-speaking Emperor Constans II, as well as a capital of the Byzantine (Eastern Roman) Empire and metropolis of the whole Sicilian Church. Constans II was assassinated when his plans to permanently replace the Byzantine capital of Constantinople with Syracuse became suspected. Emirate of Sicily The city was besieged by the Aghlabids for almost a year in 827–828, but Byzantine reinforcements prevented its fall. It remained the center of Byzantine resistance to the gradual Muslim conquest of Sicily until it fell to the Aghlabids after another siege on 20/21 May 878. During the two centuries of Muslim rule, the capital of the Emirate of Sicily was moved from Syracuse to Palermo. The cathedral was converted into a mosque and the quarter on the Ortygia island was gradually rebuilt along Islamic styles. The city, nevertheless, maintained important trade relationships, and housed a relatively flourishing cultural and artistic life: several Arab poets, including Ibn Hamdis, the most important Sicilian Arab poet of the 12th century, flourished in the city. Norman kingdom of Sicily In 1038, the Byzantine general George Maniakes reconquered the city, sending the relics of St. Lucy to Constantinople. The eponymous castle on the cape of Ortygia bears his name, although it was built under the Hohenstaufen rule. In 1085 the Normans entered Syracuse, one of the last Arab strongholds, after a summer-long siege by Roger I of Sicily and his son Jordan of Hauteville, who was given the city as count. New quarters were built, and the cathedral was restored, as well as other churches. High medieval period In 1194, Emperor Henry VI occupied the Sicilian kingdom, including Syracuse. After a short period of Genoese rule (1205–1220) under the notorious admiral and pirate Alamanno da Costa, which favoured a rise of trades, royal authority was re-asserted in the city by Frederick II. He began the construction of the Castello Maniace, the Bishops' Palace and the Bellomo Palace. Frederick's death brought a period of unrest and feudal anarchy. In the War of the Sicilian Vespers between the Angevin and Aragonese dynasties for control of Sicily, Syracuse sided with the Aragonese and expelled the Angevins in 1298, receiving from the Spanish sovereigns great privileges in reward. The preeminence of baronial families is also shown by the construction of the palaces of Abela, Chiaramonte, Nava, Montalto . 16th–20th centuries The city was struck by two ruinous earthquakes in 1542 and 1693, and a plague in 1729. The 17th century destruction changed the appearance of Syracuse forever, as well as the entire Val di Noto, whose cities were rebuilt along the typical lines of Sicilian Baroque, considered one of the most typical expressions of the architecture of Southern Italy. The spread of cholera in 1837 led to a revolt against the Bourbon government. The punishment was the move of the province capital seat to Noto, but the unrest had not been totally choked, as the Siracusani took part in the Sicilian revolution of 1848. After the Unification of Italy of 1865, Syracuse regained its status of provincial capital. In the late 19th century, the walls (including Porta Ligny) were demolished and a bridge connecting the mainland to Ortygia island was built. In the following year a railway link was constructed. Modern history Both Allied and German bombings in 1943 caused heavy destruction during World War II. Operation Husky, the codename for the Allied invasion of Sicily, was launched on the night between 9–10 July 1943 with British forces attacking the southeast of the island. The plan was for the British 5th Infantry Division, part of General Sir Bernard Montgomery's Eighth Army to capture Syracuse on the first day of the invasion. This part of the operation went completely according to plan, and British forces captured Syracuse on the first night of the operation. The port was then used as a base for the British Royal Navy. To the west of the city is a Commonwealth War Graves cemetery where about 1,000 men are buried. After the end of the war the northern quarters of Syracuse experienced a heavy, often chaotic, expansion, favoured by the quick process of industrialization. Syracuse today has about 125,000 inhabitants and numerous attractions for the visitor interested in historical sites (such as the Ear of Dionysius). A process of recovering and restoring the historical centre has been ongoing since the 1990s. Nearby places of note include Catania, Noto, Modica and Ragusa. Geography Climate Syracuse experiences a hot-summer Mediterranean climate (Köppen climate classification Csa) with mild, wet winters and warm to hot, dry summers. Snow is infrequent; the last heavy snowfall in the city occurred in December 2014. Frosts are very rare, with the last one also happening in December 2014 when the temperature dropped to the all-time record low of 0 °C. A temperature of was registered in Syracuse by the Sicilian Agrometeorological Information Service (SAIS) on 11 August 2021, if recognized by the World Meteorological Organization, this would be the highest temperature ever recorded in Europe. Guido Guidi, lieutenant colonel of the Italian Meteorological Service, however, says the highest temperature registered in the organizations' stations during the heatwave was , on Naval Air Station Sigonella. Guidi underlines that the reported data by SAIS "is produced directly by the stations and is not subject to any control and validation procedure, neither automatic nor manual. It can therefore report errors due to sensor malfunctions as well as maintenance interventions". Government Demographics In 2016, there were 122,051 people residing in Syracuse, located in the province of Syracuse, Sicily, of whom 48.7% were male and 51.3% were female. Minors (children ages 18 and younger) totalled 18.9 percent of the population compared to pensioners who number 16.9 percent. This compares with the Italian average of 18.1 percent (minors) and 19.9 percent (pensioners). The average age of Syracuse resident is 40 compared to the Italian average of 42. In the five years between 2002 and 2007, the population of Syracuse declined by 0.5 percent, while Italy as a whole grew by 3.6 percent. The reason for decline is a population flight to the suburbs, and northern Italy. The current birth rate of Syracuse is 9.75 births per 1,000 inhabitants compared to the Italian average of 9.45 births. , 97.9% of the population was of Italian descent. The largest immigrant group came from other European nations (particularly those from Poland, and the United Kingdom): 0.6%, North Africa (mostly Tunisian): 0.5%, and South Asia: 0.4%. Tourism Since 2005, the entire city of Syracuse, along with the Necropolis of Pantalica which falls within the province of Syracuse, were listed as a World Heritage Site by UNESCO. This programme aims to catalogue, name and conserve sites of outstanding cultural or natural importance to the common heritage of humanity. The deciding committee which evaluates potential candidates described their reasons for choosing Syracuse because "monuments and archeological sites situated in Syracuse are the finest example of outstanding architectural creation spanning several cultural aspects; Greek, Roman and Baroque", following on that Ancient Syracuse was "directly linked to events, ideas and literary works of outstanding universal significance". Buildings of the Greek period The Temple of Apollo, at Piazza Emanuele Pancali, adapted to a church in Byzantine times and to a mosque under Arab rule. The Fountain of Arethusa, on the Ortygia island. According to a legend, the nymph Arethusa, hunted by Alpheus, took shelter here. The Greek Theatre, whose cavea is one of the largest ever built by the ancient Greeks: it has 67 rows, divided into nine sections with eight aisles. Only traces of the scene and the orchestra remain. The edifice (still used today) was modified by the Romans, who adapted it to their different style of spectacles, including also circus games. Near the theatre are the latomìe, stone quarries, also used as prisons in ancient times. The most famous latomìa is the Orecchio di Dionisio ("Ear of Dionysius"). The Roman amphitheatre. It was partly carved out from the rock. In the centre of the area is a rectangular space which was used for the scenic machinery. The Tomb of Archimede, in the Grotticelli Necropolis. Decorated with two Doric columns. The Temple of Olympian Zeus, about outside the city, built around the 6th century BC. Buildings of the Christian period Cathedral of Syracuse (): built by bishop Zosimo in the 7th-century over the great Temple of Athena (5th century BC), on Ortygia island. This was a Doric edifice with six columns on the short sides and 14 on the long sides: these are still incorporated into the walls of the Cathedral. The base of the temple had three steps. The interior of the church has a nave and two aisles. The roof of the nave is from Norman times, as well as the mosaics in the apses. The façade was rebuilt by Andrea Palma in 1725–1753, with a double order of Corinthian columns, and statues by Ignazio Marabitti. The interior houses a 12th-13th-century marble font, a silver statue of St Lucy by Pietro Rizzo (1599), a ciborium by Luigi Vanvitelli, and a statue of the Madonna della Neve ("Madonna of the Snow", 1512) by Antonello Gagini. Basilica of Santa Lucia Extra moenia: a Byzantine church built (after Norman rebuilt), according to tradition, in the same place of the martyrdom of the saint in 303 AD. The current appearance is from the 15th–16th centuries. The most ancient parts still preserved include the portal, the three half-circular apses and the first two orders of the belfry. Under the church are the Catacombs of St. Lucy. For this church Caravaggio painted the Burial of St. Lucy. Madonna delle Lacrime: (Our Lady of Tears Shrine) 20th century shrine church. San Benedetto: 16th century church, restored after 1693. It houses a painting depicting Death of Saint Benedict by the Caravaggisti Mario Minniti. Chiesa della Concezione (14th century, rebuilt in the 18th century), with the annexed Benedictine convent. San Cristoforo: 14th century church, rebuilt in 18th-century. San Giovanni Battista: 14th century church. San Filippo Apostolo: 18th-century church with stairs down to a Jewish ritual bath (Mikvah) dating to prior to the expulsion of Jews in 1492 San Filippo Neri: 17th-century facade and interior reconstructed in 18th-century San Francesco all'Immacolata: church with a convex façade intermingled by columns and pilaster strips. It housed an ancient celebration, the Svelata ("Revelation"), in which an image of the Madonna was unveiled at dawn of 29 November. San Giovanni Evangelista: basilica church built by the Normans and destroyed in 1693. Only partially restored, it was erected over an ancient crypt of the martyr San Marciano, later destroyed by the Arabs. The main altar is Byzantine. It includes the Catacombs of San Giovanni, featuring a maze of tunnels and passages, with thousands of tombs and several frescoes. San Giuseppe: 18th-century octagonal church, in disrepair Santa Lucia alla Badia: Baroque sanctuary church built after the 1693 earthquake. Santa Maria dei Miracoli: 14th century church. San Martino: 6th-century church, 14th-century facade, 18th-century interiors San Paolo Apostolo: 18th century church. Spirito Santo: 18th-century church. Church of the Jesuit College, a majestic, Baroque building. Other notable buildings Castello Maniace, constructed between 1232 and 1240, is an example of the military architecture of Frederick II's reign. It is a square structure with circular towers at each of the four corners. The most striking feature is the pointed portal, decorated with polychrome marbles. Archaeological Museum with collections including findings from the mid-Bronze Age to 5th century BC. Palazzo Lanza Buccheri (16th century). Palazzo Bellomo (12th century), which contains an art museum that houses Antonello da Messina's Annunciation (1474). Palazzo Montalto (14th century), which conserves the old façade from the 14th century, with a pointed portal. Archbishop's Palace (17th century, modified in the following century). It houses the Alagonian Library, founded in the late 18th century. Palazzo Vermexio': current Town Hall, includes fragments of an Ionic temple of the 5th century BC. Palazzo Francica Nava, with parts of the original 16th century building surviving. Palazzo Beneventano del Bosco, originally built in the Middle Ages but extensively modified between 1779 and 1788. It has a pleasant internal court. Palazzo Migliaccio (15th century), with notable lava inlay decorations. The Senate Palace, housing in the court an 18th-century coach. Castle of Euryalos, built outside the city by Dionysius the Elder and which was one of the most powerful fortresses of ancient times. It had three moats with a series of underground galleries which allowed the defenders to remove the materials the attackers could use to fill them. Mikveh: a bath used for the purpose of ritual immersion in Judaism, built during the Byzantine era. It is situated in the Giudecca: the ancient Jewish Ghetto of Syracuse. Monument to the Italians Fallen in Africa, Siracusa Famous people Archimedes, classical Greek mathematician, physicist and engineer Achaeus of Syracuse, a Greek tragedian Themistogenes, Greek historian. He wrote about the Anabasis and some other works about the Syracuse. Saint Lucy, Roman martyr Pope Stephen III Ibn Hamdis, Sicilian Arab poet Vincenzo Mirabella (1570- 624), humanist and pioneer of archaeology Claudio Schifano (born 1953), contemporary artist of informal painting Sports Syracuse is home to association football club A.S.D. Città di Siracusa, the latest reincarnation of several clubs dating back to 1924. The common feature is the azure shirts, hence the nickname Azzurri. Siracusa play at the Stadio Nicola De Simone with an approximate capacity between 5,000 and 6,000. See also Cassibile (village) Greek coinage of Italy and Sicily Malèna – a 2000 romantic comedy-drama film starring Monica Bellucci and Giuseppe Sulfaro was mostly produced in Syracuse Peloponnesian League Sicilian Wars Siracusa International Institute for Criminal Justice and Human Rights Siracusa railway station Notes References Further reading External links Coins from ancient Syracuse and Sicily Livius.org: History of Syracuse Photos of Ortigia in Syracuse 8th-century BC establishments in Italy Archaeological sites in Sicily Cities and towns in Sicily Coastal towns in Sicily Corinthian colonies Dorian colonies in Magna Graecia Mediterranean port cities and towns in Italy Municipalities of the Province of Syracuse Populated places established in the 8th century BC Sicilian Baroque World Heritage Sites in Italy Greek city-states
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Sake, also spelled saké ( , also referred to as Japanese rice wine), is an alcoholic beverage of Japanese origin made by fermenting rice that has been polished to remove the bran. Despite the name Japanese rice wine, sake, and indeed any East Asian rice wine (such as huangjiu and cheongju), is produced by a brewing process more akin to that of beer, where starch is converted into sugars which ferment into alcohol, whereas in wine, alcohol is produced by fermenting sugar that is naturally present in fruit, typically grapes. The brewing process for sake differs from the process for beer, where the conversion from starch to sugar and then from sugar to alcohol occurs in two distinct steps. Like other rice wines, when sake is brewed, these conversions occur simultaneously. The alcohol content differs between sake, wine, and beer; while most beer contains 3–9% ABV, wine generally contains 9–16% ABV, and undiluted sake contains 18–20% ABV (although this is often lowered to about 15% by diluting with water prior to bottling). In Japanese, the character (kanji: 酒, ) can refer to any alcoholic drink, while the beverage called sake in English is usually termed (; meaning 'Japanese alcoholic drink'). Under Japanese liquor laws, sake is labeled with the word (; 'refined alcohol'), a synonym not commonly used in conversation. In Japan, where it is the national beverage, sake is often served with special ceremony, where it is gently warmed in a small earthenware or porcelain bottle and sipped from a small porcelain cup called a sakazuki. As with wine, the recommended serving temperature of sake varies greatly by type. History The origin of sake is unclear. The earliest reference to the use of alcohol in Japan is recorded in the Book of Wei in the Records of the Three Kingdoms. This 3rd-century Chinese text speaks of the Japanese drinking and dancing. Alcoholic beverages () are mentioned several times in the Kojiki, Japan's first written history, which was compiled in 712. Bamforth (2005) places the probable origin of true sake (which is made from rice, water, and mold (, Aspergillus oryzae) in the Nara period (710–794). In the Heian period, sake was used for religious ceremonies, court festivals, and drinking games. Sake production was a government monopoly for a long time, but in the 10th century, temples and shrines began to brew sake, and they became the main centers of production for the next 500 years. The Tamon-in Diary, written by abbots of Tamon-in (temple) from 1478 to 1618, records many details of brewing in the temple. The diary shows that pasteurization and the process of adding ingredients to the main fermentation mash in three stages were established practices by that time. In the 16th century, the technique of distillation was introduced into the Kyushu district from Ryukyu. The brewing of shōchū, called "Imo–sake" started, and was sold at the central market in Kyoto. In the 18th century, Engelbert Kaempfer and Isaac Titsingh published accounts identifying sake as a popular alcoholic beverage in Japan; but Titsingh was the first to try to explain and describe the process of sake brewing. The work of both writers was widely disseminated throughout Europe at the beginning of the 19th century. During the Meiji Restoration, laws were written that allowed anybody with the money and know-how to construct and operate their own sake breweries. Around 30,000 breweries sprang up around the country within a year. As time passed, the government levied increasing taxes on the sake industry and the number of breweries dwindled to 8,000. Most of the breweries that grew and survived this period were established by wealthy landowners. Landowners who grew rice crops would have surplus rice at the end of the season. Rather than letting these leftovers go to waste, they shipped it to their breweries. The most successful of these family breweries still operate today. During the 20th century, sake-brewing technology advanced. The government opened the sake-brewing research institute in 1904, and in 1907 the first government-run sake-tasting competition was held. Yeast strains specifically selected for their brewing properties were isolated and enamel-coated steel tanks arrived. The government started hailing the use of enamel tanks as easy to clean, lasting forever, and being devoid of bacterial problems. (The government considered wooden barrels to be unhygienic because of the potential bacteria living in the wood.) Although these things are true, the government also wanted more tax money from breweries, as using wooden barrels means that a significant amount of sake is lost to evaporation (approximately 3%), which could have otherwise been taxed. This was the end of the wooden-barrel age of sake and the use of wooden barrels in brewing was completely eliminated. In Japan, sake has long been taxed by the national government. In 1898, this tax brought in about ¥5 million out of a total of about ¥120 million, about 4.6% of the government's total direct tax income. During the Russo-Japanese War in 1904–1905, the government banned the home brewing of sake. At the time, sake comprised 30% of Japan's tax revenue. Since home-brewed sake is tax-free, the logic was that by banning the home brewing of sake, sales would increase, and more tax revenue would be collected. This was the end of home-brewed sake, and the law remains in effect today even though sake sales now contribute only 2% of government income. When World War II brought rice shortages, the sake-brewing industry was hampered as the government discouraged the use of rice for brewing. As early as the late 17th century, it had been discovered that small amounts of alcohol could be added to sake before pressing to extract aromas and flavors from the rice solids. During the war, pure alcohol and glucose were added to small quantities of rice mash, increasing the yield by as much as four times. 75% of today's sake is made using this technique. There were a few breweries producing "sake" that contained no rice at all. The quality of sake during this time varied greatly. Postwar, breweries slowly recovered, and the quality of sake gradually increased. New players on the scene—beer, wine, and spirits—became popular in Japan, and in the 1960s beer consumption surpassed sake for the first time. Sake consumption continued to decrease while the quality of sake steadily improved. Today, sake has become a world beverage with a few breweries in China, Southeast Asia, South America, North America, and Australia. More breweries are also turning to older methods of production. While the rest of the world may be drinking more sake and the quality of sake has been increasing, sake production in Japan has been declining since the mid-1970s. The number of sake breweries is also declining. While there were 3,229 breweries nationwide in fiscal 1975, the number had fallen to 1,845 in 2007. Oldest sake brewery The oldest known sake brewery is from the 15th century near an area that was owned by Tenryū-ji, in Ukyō-ku, Kyoto. Unrefined sake was squeezed out at the brewery and there are about 180 holes (60 cm wide, 20 cm deep) for holding storage jars. A hollow (1.8 meter wide, 1 meter deep) for a pot to collect drops of pressed sake and 14th-century Bizen ware jars were also found. It is estimated to be utilized until the Onin War (1467–1477). Sake was brewed at Tenryū-ji during the Muromachi Period (1336–1573). Production Rice The rice used for brewing sake is called () ('sake rice'), or officially () ('sake-brewing suitable rice').There are at least 80 types of sake rice in Japan. Among these, Yamadanishiki, Gohyakumangoku, Miyamanishiki and Omachi rice are popular. The grain is larger, stronger (if a grain is small or weak, it will break in the process of polishing), and contains less protein and lipid than ordinary table rice. Sake rice is used only for making sake, because some say it is unpalatable for eating. Premium sake is mostly made from sake rice however non-premium sake is mostly made from table rice. According to the Japan Sake and Sochu Makers Association, premium sake makes up 25% of total sake production and non-premium sake () makes up 75% of sake production. In 2008 a total of 180,000 tons of polished rice were used in sake brewing, of which sake rice accounted for 44,000 tons (24%) and table rice accounted for 136,000 tons (76%). Sake rice is usually polished to a much higher degree than rice that is used as food. The reason for polishing is a result of the composition and structure of the rice grain itself. The core of the rice grain is rich in starch, while the outer layers of the grain contain higher concentrations of fats, vitamins and proteins. Since higher concentration of fat and protein in the sake would lead to off-flavors and contribute rough elements to the sake, the outer layers of the sake rice grain is milled away in a polishing process, leaving only the starchy part of the grain (some sake brewers remove over 60% of the rice grain in the polishing process). That desirable pocket of starch in the center of the grain is called the (, ). It usually takes two to three days to polish rice down to less than half its original size. The rice powder by-product of polishing is often used for making rice crackers, or Japanese sweets (i.e. Dango), and other food stuffs. If the sake is made with rice that has a higher percentage of its husk and outer portion of the core milled off, then more rice will be required to make that particular sake, and it will take longer to produce. Thus, sake made with rice that has been highly milled is usually more expensive than a sake that has been made with less-polished rice. This does not always mean that sake made with highly-milled rice is of better quality than sake made by rice that has been milled less. Rice polishing ratio, called () (see Glossary of sake terms) measures the degree of rice polishing. For example, rice polishing ratio of 70% means that the 70% of the original rice grain remains and the 30% has been polished away. Water Water is involved in almost every major process of sake brewing, from washing the rice to dilution of the final product before bottling. The mineral content of the water can be important in the final product. Iron will bond with an amino acid produced by the to produce off flavors and a yellowish color. Manganese, when exposed to ultraviolet light, will also contribute to discoloration. Conversely potassium, magnesium, and phosphoric acid serve as nutrients for yeast during fermentation and are considered desirable. The yeast will use those nutrients to work faster and multiply resulting in more sugar being converted into alcohol. While soft water will typically yield sweeter sake, hard water with a higher nutrient content is known for producing drier-style sake. The first region known for having great water was the Nada-Gogō in Hyōgo Prefecture. A particular water source called was found to produce high-quality sake and attracted many producers to the region. Today Hyōgo has the most sake brewers of any prefecture. Typically breweries obtain water from wells, though surface water can be used. Breweries may use tap water and filter and adjust components. (Aspergillus oryzae) spores are another important component of sake. is an enzyme-secreting fungus. In Japan, is used to make various fermented foods, including miso (a paste made from soybeans) and (soy sauce). It is also used to make alcoholic beverages, notably sake. During sake brewing, spores of are scattered over steamed rice to produce (rice in which spores are cultivated). Under warm and moist conditions, the spores germinate and release enzymes called amylases that convert the rice starches into glucose. This process of starch conversion into simpler sugars (e.g. glucose or maltose) is called saccharification. Yeast then turns this glucose into alcohol via fermentation. Saccharification also occurs in beer brewing, where mashing is used to convert starches from barley into maltose. However, whereas fermentation occurs after saccharification in beer brewing, saccharification (via ) and fermentation (via yeast) occur simultaneously in sake brewing (see "Fermentation" below). As is a microorganism used to manufacture food, its safety profile with respect to humans and the environment in sake brewing and other food-making processes must be considered. Various health authorities, including Health Canada and the U.S. Food and Drug Administration (FDA), consider (A. oryzae) generally safe for use in food fermentation, including sake brewing. When assessing its safety, it is important to note that A. oryzae lacks the ability to produce toxins, unlike the closely related Aspergillus flavus. To date, there have been several reported cases of animals (e.g. parrots, a horse) being infected with A. oryzae. In these cases the animals infected with A. oryzae were already weakened due to predisposing conditions such as recent injury, illness or stress, hence were susceptible to infections in general. Aside from these cases, there is no evidence to indicate A. oryzae is a harmful pathogen to either plants or animals in the scientific literature. Therefore, Health Canada considers A. oryzae "unlikely to be a serious hazard to livestock or to other organisms", including "healthy or debilitated humans". Given its safety record in the scientific literature and extensive history of safe use (spanning several hundred years) in the Japanese food industry, the FDA and World Health Organization (WHO) also support the safety of A. oryzae for use in the production of foods like sake. In the US, the FDA classifies A.oryzae as a Generally Recognized as Safe (GRAS) organism. Fermentation Sake fermentation is a three-step process called . The first step, called , involves steamed rice, water, and being added to the yeast starter called : a mixture of steamed rice, water, kōji, and yeast. This mixture becomes known as the (the main mash during sake fermentation). The high yeast content of the promotes the fermentation of the . On the second day, the mixture is allowed to stand for a day to allow the yeast to multiply. The second step (the third day of the process), called , involves the addition of a second batch of , steamed rice, and water to the mixture. On the fourth day of the fermentation, the third step of the process, called , takes place. Here, the third and final batch of kōji, steamed rice, and water is added to the mixture to complete the three-step process. The fermentation process of sake is a multiple parallel fermentation, which is unique to sake. Multiple parallel fermentation is the conversion of starch into glucose followed by immediate conversion into alcohol. This process distinguishes sake from other liquors like beer because it occurs in a single vat, whereas with beer, for instance, starch to glucose conversion and glucose to alcohol conversion occur in separate vats. The breakdown of starch into glucose is caused by the fungus, while the conversion of glucose into alcohol is caused by yeast. Due to the yeast being available as soon as the glucose is produced, the conversion of glucose to alcohol is very efficient in sake brewing. This results in sake having a generally higher alcohol content than other types of liquor. After the fermentation process is complete, the fermented is pressed to remove the sake lees and then pasteurized and filtered for color. The sake is then stored in bottles under cold conditions (see "Maturation" below). The entire process of making sake can range from 60–90 days (2–3 months), while the fermentation alone can take two weeks. Maturation Like other brewed beverages, sake tends to benefit from a period of storage. Nine to twelve months are required for sake to mature. Maturation is caused by physical and chemical factors such as oxygen supply, the broad application of external heat, nitrogen oxides, aldehydes and amino acids, among other unknown factors. is the job title of the sake brewer, named after Du Kang. It is a highly respected job in the Japanese society, with being regarded like musicians or painters. The title of was historically passed from father to son. Today new are either veteran brewery workers or are trained at universities. While modern breweries with cooling tanks operate year-round, most old-fashioned sake breweries are seasonal, operating only in the cool winter months. During the summer and fall most work elsewhere, commonly on farms, only periodically returning to the brewery to supervise storage conditions or bottling operations. Varieties Special-designation sake There are two basic types of sake: and . is the equivalent of table wine and accounts for the majority of sake produced. refers to premium sake distinguished by the degree to which the rice has been polished and the added percentage of brewer's alcohol or the absence of such additives. There are eight varieties of special-designation sake. The four main grades of sake are , , and . Generally () is a term used for sake that is made of pure rice wine without any additional alcohol. The listing below has the highest quality at the top: Ways to make the starter mash () is the traditional orthodox method for preparing the starter mash, which includes the laborious process of using poles to mix it into a paste, known as . This method was the standard for 300 years, but it is rare today. () is a simplified version of the method, introduced in the early 1900s. skips the step of making a paste out of the starter mash. That step of the method is known as , and the full name for is (), meaning 'discontinuation of . While the method was originally developed to speed production time compared to the method, it is slower than the modern method and is now used only in specialty brews for the earthy flavors it produces. (), 'quick fermentation', is the modern method of preparing the starter mash. Lactic acid, produced naturally in the two slower traditional methods, is added to the starter to inhibit unwanted bacteria. sake tends to have a lighter flavor than or . Different handling after fermentation () is sake that has not been pasteurized. It requires refrigerated storage and has a shorter shelf-life than pasteurized sake. () is undiluted sake. Most sake is diluted with water after brewing to lower the alcohol content from 18–20% down to 14–16%, but is not. () means unfiltered. It refers to sake that has not been carbon filtered, but which has been pressed and separated from the lees, and thus is clear, not cloudy. Carbon filtration can remove desirable flavors and odors as well as bad ones, thus sake has stronger flavors than filtered varieties. Nigorizake () is cloudy sake. The sake is passed through a loose mesh to separate it from the mash. It is not filtered thereafter and there is much rice sediment in the bottle. Before serving, the bottle is shaken to mix the sediment and turn the sake white or cloudy. (), 'clear/clean sake', is the Japanese legal definition of sake and refers to sake in which the solids have been strained out, leaving clear liquid. Thus and (see below) are not and therefore are not actually sake under Japanese law. can receive the status by being strained clear and having the lees put back in afterward. () is 'aged sake'. Most sake does not age well, but this specially made type can age for decades, turning yellow and acquiring a honeyed flavor. () is sake aged in wooden barrels or bottled in wooden casks. The wood used is Cryptomeria (, ), which is also known as Japanese cedar. Sake casks are often tapped ceremonially for the opening of buildings, businesses, parties, etc. Because the wood imparts a strong flavor, premium sake is rarely used for this type. (), 'freshly pressed', refers to sake that has been shipped without the traditional six-month aging/maturation period. The result is usually a more acidic, "greener" sake. () is a method of separating sake from the lees without external pressure by hanging the mash in bags and allowing the liquid to drip out under its own weight. Sake produced this way is sometimes called (), meaning 'drip sake'. () is sake pressed into bottles () with the brewer selecting the best sake of the batch for shipping. Others Amazake () is a traditional sweet, low-alcoholic Japanese drink made from fermented rice. () is the classic home-brew style of sake (although home brewing is illegal in Japan). It is created by simply adding mold to steamed rice and water and letting the mixture ferment. The resulting sake is somewhat like a chunkier version of . () is locally brewed sake, the equivalent of microbrewing beer. () is sake made from unpolished rice (i.e., brown rice), and is more like huangjiu. () is sake with a deliberately high rice-polishing ratio. It is generally held that the lower the rice polishing ratio (the percent weight after polishing), the better the potential of the sake. Circa 2005, has been produced as a specialty sake made with high rice-polishing ratios, usually around 80%, to produce sake with the characteristic flavor of rice itself. (), literally 'red sake', is produced by using red yeast rice , giving the sake a pink-tinted appearance similar to rosé wine. Some other terms commonly used in connection with sake: (), also called the Sake Meter Value, or SMV Specific gravity is measured on a scale weighing the same volume of water at and sake at . The sweeter the sake, the lower the number (or more negative) and the drier the sake, the higher the number. When the SMV was first used, 0 was designated the point between sweet sake and dry sake. Now +3 is considered neutral. () is the rice polishing ratio (or milling rate), the percentage of weight remaining after polishing. Generally, the lower the number, the higher the sake's complexity. A lower percentage usually results in a fruitier and more complex sake, whereas a higher percentage will taste more like rice. Kasu () are pressed sake lees, the solids left after pressing and filtering. These are used for making pickles, livestock feed, and shōchū, and as an ingredient in dishes like kasu soup. Taste and flavor The label on a bottle of sake gives a rough indication of its taste. Terms found on the label may include (), (), and (). () or Sake Meter Value (SMV) is calculated from the specific gravity of the sake and indicates the sugar and alcohol content of the sake on an arbitrary scale. Typical values are between −3 (sweet) and +10 (dry), equivalent to specific gravities ranging between 1.007 and 0.998, though the maximum range of can go much beyond that. The must be considered together with to determine the overall perception of dryness-sweetness, richness-lightness characteristics of a sake (for example, a higher level of acidity can make a sweet sake taste drier than it actually is). () indicates the concentration of acid, which is determined by titration with sodium hydroxide solution. This number is equal to the milliliters of titrant required to neutralize the acid in of sake. () indicates a taste of umami or savoriness. As the proportion of amino acids rises, the sake tastes more savory. This number is determined by titration of the sake with a mixture of sodium hydroxide solution and formaldehyde, and is equal to the milliliters of titrant required to neutralize the amino acids in 10 ml of sake. Sake can have many flavor notes, such as fruits, flowers, herbs, and spices. Many types of sake have notes of apple from ethyl caproate, and banana from isoamyl acetate, particularly . Serving sake In Japan, sake is served chilled (), at room temperature (), or heated ( ), depending on the preference of the drinker, the characteristics of the sake, and the season. Typically, hot sake is a winter drink, and high-grade sake is not usually drunk hot, because the flavors and aromas may be lost. Most lower-quality sake is served hot because that is the traditional way and it often tastes better that way, not so that flaws are covered up. There are gradations of temperature both for chilling and heating, about every , with hot sake generally served around , and chilled sake around , like white wine. Hot sake that has cooled ( ) may be reheated. Sake is traditionally drunk from small cups called or () and poured into the from ceramic flasks called . This is very common for hot sake, where the flask is heated in hot water and the small cups ensure that the sake does not get cold in the cup, but may also be used for chilled sake. Traditionally one does not pour one's own drink, which is known as (), but instead members of a party pour for each other, which is known as (). This has relaxed in recent years, but is generally observed on more formal occasions, such as business meals, and is still often observed for the first drink. Another traditional cup is the masu, a box usually made of hinoki or sugi, which was originally used for measuring rice. The holds exactly one gō, , so the sake is served by filling the to the brim; this is done for chilled or room temperature sake. In some Japanese restaurants, as a show of generosity, the server may put a glass inside the or put the on a saucer and pour until sake overflows and fills both containers. Sake is traditionally served in units of , and this is still common, but other sizes are sometimes also available. Saucer-like cups called are also used, most commonly at weddings and other ceremonial occasions, such as the start of the year or at the beginning of a kaiseki meal. In cheap bars, sake is often served room temperature in glass tumblers and called (). In more modern restaurants wine glasses are also used, and recently footed glasses made specifically for premium sake have also come into use. Traditionally sake is heated immediately before serving, but today restaurants may buy sake in boxes which can be heated in a specialized hot sake dispenser, thus allowing hot sake to be served immediately, though this is detrimental to the flavor. There are also a variety of devices for heating sake and keeping it warm, beyond the traditional . Aside from being served straight, sake can be used as a mixer for cocktails, such as tamagozake, saketinis or nogasake. Outside of Japan, the sake bomb, the origins of which are unclear, has become a popular drink in bars and Asia-themed karaoke clubs. The Japanese Sake Association encourages people to drink chaser water for their health, and the water is called Yawaragi-mizu. Seasonality Traditionally sake was brewed only in the winter. While it can now be brewed year-round, there is still seasonality associated with sake, particularly artisanal ones. The most visible symbol of this is the (), a globe of cedar leaves traditionally hung outside a brewery when the new sake is brewed. The leaves start green, but turn brown over time, reflecting the maturation of the sake. These are now hung outside many restaurants serving sake. The new year's sake is called ('new sake'), and when initially released in late winter or early spring, many brewers have a celebration, known as (warehouse opening). Traditionally sake was best transported in the cool spring, to avoid spoilage in the summer heat, with a secondary transport in autumn, once the weather had cooled, known as ('cold wholesale distribution')—this autumn sake has matured over the summer. There is not traditionally a notion of vintage of sake—it is generally drunk within the year, and if aged, it does not vary significantly from year to year. Today, with influence from wine vintages, some breweries label sake intended for aging with a vintage, but this is otherwise rare. Storage Sake is sold in volume units divisible by (one gō), the traditional Japanese unit for cup size. Sake is traditionally sold by the -sized cup, or in a (one shō or ten )-sized flask (called an , or 'one shō-measure bottle'). Today sake is also often sold in bottles, which are divisible into four . Note that this is almost the same as the standard for wine bottles, which is divisible into four quarter bottles (187ml). Particularly in convenience stores, sake (generally of cheap quality) may be sold in a small bottle or a single serving (one gō) glass with a pull-off top ( ). In general, it is best to keep sake refrigerated in a cool or dark room, as prolonged exposure to heat or direct light will lead to spoilage. Sake stored at relatively high temperature can lead to formation of diketopiperazine, a cyclo (Pro-Leu) that makes it bitter as it ages Sake has high microbiological stability due to its high content of ethanol, but incidences of spoilage have occurred. One of the microorganisms implicated in this spoilage is lactic acid bacteria (LAB) that has grown tolerant to ethanol and is referred to as -bacteria. Sake stored at room temperature is best consumed within a few months after purchase. After opening a bottle of sake, it is best consumed within two or three hours. It is possible to store sake in the refrigerator, but it is recommended to consume it within two days. When premium sake is opened it begins to oxidize, which affects the taste. If the sake is kept in the refrigerator more than three days, it will lose its "best" flavor. This does not mean it should be disposed of if not consumed. Generally, sake can keep very well and taste good after weeks in the refrigerator. How long a sake will remain drinkable depends on the quality of the product, and whether it is sealed with a vacuum top to decrease oxidation. Ceremonial use Sake is often consumed as part of Shinto purification rituals. Sake served to gods as offerings prior to drinking are called or . In a ceremony called kagami biraki, wooden casks of sake are opened with mallets during Shinto festivals, weddings, store openings, sports and election victories, and other celebrations. This sake, called ('celebration sake'), is served freely to all to spread good fortune. At the New Year many Japanese people drink a special sake called toso. is a sort of made by soaking , a Chinese powdered medicine, overnight in sake. Even children sip a portion. In some regions, the first sips of are taken in order of age, from the youngest to the eldest. Events October 1 is the official "Sake Day" (, ) of Japan. It is also called "World Sake Day". It was designated by the Japan Sake and Shochu Makers Association in 1978. See also Amylolytic process Awamori, a distilled rice liquor produced in Okinawa The Birth of Saké Cheongju, a Korean equivalent Chuak, a Tripuri rice beer Glossary of sake terms Habushu, awamori liquor containing a snake Handia-an Indian equivalent. Kohama style, a method of sake brewing Mijiu, a Chinese equivalent Mirin, an essential condiment used in Japanese cuisine, which has been drunk as a sweet sake Toso, spiced medicinal sake References Citations General sources Bamforth CW. (2005). "Sake". Food, Fermentation and Micro-organisms. Blackwell Science: Oxford, UK: 143–153. Kobayashi T, Abe K, Asai K, Gomi K, Uvvadi PR, Kato M, Kitamoto K, Takeuchi M, Machida M. (2007). "Genomics of Aspergillus oryzae. Biosci Biotechnol. Biochem. 71(3):646–670. Suzuki K, Asano S, Iijima K, Kitamoto K. (2008). "Sake and Beer Spoilage Lactic Acid Bacteria – A review". The Inst of Brew & Distilling; 114(3):209–223. Uno T, Itoh A, Miyamoto T, Kubo M, Kanamaru K, Yamagata H, Yasufuku Y, Imaishi H. (2009). "Ferulic Acid Production in the Brewing of Rice Wine (Sake)". J Inst Brew. 115(2):116–121. Further reading Aoki, Rocky, Nobu Mitsuhisa and Pierre A. Lehu (2003). Sake: Water from Heaven. New York: Universe Publishing. Bunting, Chris (2011). Drinking Japan. Singapore: Tuttle Publishing. . Eckhardt, Fred (1993). Sake (U.S.A.): A Complete Guide to American Sake, Sake Breweries and Homebrewed Sake. Portland, Oregon: Fred Eckhardt Communications. . Gauntner, John (2002). The Sake Handbook. Tokyo: Tuttle Publishing. . Harper, Philip; Haruo Matsuzaki; Mizuho Kuwata; Chris Pearce (2006). The Book of Sake: A Connoisseurs Guide. Tokyo: Kodansha International. Kaempfer, Engelbert (1906). The History of Japan: Together with a Description of the Kingdom of Siam, 1690–92, Vol I. Vol II. Vol III. London: J. MacLehose and Sons. . Morewood, Samuel (1824). An Essay on the Inventions and Customs of Both Ancients and Moderns in the Use of Inebriating Liquors: Interspersed with Interesting Anecdotes, Illustrative of the Manners and Habits of the Principal Nations of the World, with an Historical View of the Extent and Practice of Distillation. London: Longman, Hurst, Rees, Orme, Brown, and Green. . Titsingh, Issac (1781). "Bereiding van de Sacki" ("Producing Sake"), Verhandelingen van het Bataviaasch Genootschap (Transactions of the Batavian Academy), Vol. III. . External links Sake Service Institute Sake Education Council Sake Sommelier Association An Indispensable Guide to Sake and Japanese Culture What Does Sake Taste Like? Alcoholic drinks Japanese alcoholic drinks Japanese condiments Rice wine
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Soweto () is a township of the City of Johannesburg Metropolitan Municipality in Gauteng, South Africa, bordering the city's mining belt in the south. Its name is an English syllabic abbreviation for South Western Townships. Formerly a separate municipality, it is now incorporated in the City of Johannesburg Metropolitan Municipality, Suburbs of Johannesburg. History George Harrison and George Walker are today credited as the men who discovered an outcrop of the Main Reef of gold on the farm Langlaagte in February 1886. The fledgling town of Johannesburg was laid out on a triangular wedge of "uitvalgrond" (area excluded when the farms were surveyed) named Randjeslaagte, situated between the farms Doornfontein to the east, Braamfontein to the west and Turffontein to the south. Within a decade of the discovery of gold in Johannesburg, 100,000 people flocked to this part of the Zuid-Afrikaansche Republiek in search of riches. They were of many races and nationalities. In October 1887, the government of the South African Republic (ZAR) bought the south-eastern portion of the farm Braamfontein. There were large quantities of clay, suitable for brickmaking, along the stream. The government decided that more money was to be made from issuing brick maker's licences at five shillings per month. The result was that many landless Dutch-speaking burghers (citizens) of the ZAR settled on the property and started making bricks. They also erected their shacks there. Soon, the area was known either Brickfields or Veldschoendorp. Soon other working poor, Coloureds, Indians and Africans also settled there. The government, who sought to differentiate the white working class from the black, laid out new suburbs for the Burghers (Whites), Coolies (Indians), Malays (Coloureds) and Black Africans (Africans), but the whole area simply stayed multiracial. Soweto was created in the 1930s when the White government started separating Blacks from Whites, creating black "townships". Blacks were moved away from Johannesburg, to an area separated from White suburbs by a so-called cordon sanitaire (or sanitary corridor) which was usually a river, railway track, industrial area or highway. This was carried out using the infamous Urban Areas Act of 1923. William Carr, chair of non-European affairs, initiated the naming of Soweto in 1959. He called for a competition to give a collective name to townships dotted around the South-west of Johannesburg. People responded to this competition with great enthusiasm. Among the names suggested to the City Council was KwaMpanza, meaning Mpanza's place, invoking the name of Mpanza and his role in bringing the plight of Orlando sub tenants to the attention of the City Council. The City Council settled for the acronym SOWETO (South West Townships). The name Soweto was first used in 1963 and within a short period of time, following the 1976 uprising of students in the township, the name became internationally known. Soweto became the largest Black city in South Africa, but until 1976, its population could have status only as temporary residents, serving as a workforce for Johannesburg. It experienced civil unrest during the Apartheid regime. There were serious riots in 1976, sparked by a ruling that Afrikaans be used in African schools there; the riots were violently suppressed, with 176 striking students killed and more than 1,000 injured. Reforms followed, but riots flared up again in 1985 and continued until the first non-racial elections were held in April 1994. In 2010, South Africa's oldest township hosted the FIFA World Cup Final and the attention of more than a billion soccer spectators from all over the world was focused on Soweto. Kliptown and Pimville In April 1904, there was a bubonic plague scare in the shanty town area of Brickfields. The town council decided to condemn the area and burn it down. Beforehand, most of the Africans living there were moved far out of town to the farm Klipspruit (later called Pimville), south-west of Johannesburg, where the council had erected iron barracks and a few triangular hutments. The rest of them had to build their own shacks. The fire brigade then set the 1600 shacks and shops in Brickfields alight. Thereafter, the area was redeveloped as Newtown. Pimville was next to Kliptown, the oldest Black residential district of Johannesburg and first laid out in 1891, on land which formed part of Klipspruit farm. The future Soweto was to be laid out on Klipspruit and the adjoining farm called Diepkloof. In the Zuid-Afrikaansche Republiek and the subsequent Transvaal Colony, it was lawful for people of colour to own fixed property. Consequently, the township of Sophiatown was laid out in 1903 and Blacks were encouraged to buy property there. For the same reasons, Alexandra, Gauteng was planned for Black ownership in 1912. The subsequent Natives Land Act of 1913 did not change the situation because it did not apply to land situated within municipal boundaries. Orlando, Moroka and Jabavu In 1923, the Parliament of the Union of South Africa passed the Natives (Urban Areas) Act (Act No. 21 of 1923). The purpose of the Act was to provide for improved conditions of residence for natives in urban areas, to control their ingress into such areas and to restrict their access to intoxicating liquor. The Act required local authorities to provide accommodation for Natives (then the polite term for Africans or Blacks) lawfully employed and resident within the area of their jurisdiction. Pursuant to this Act, the Johannesburg town council formed a Municipal Native Affairs Department in 1927. It bought 1 300 morgen of land on the farm Klipspruit No. 8 and the first houses in what was to become Orlando Location were built there in the latter half of 1930. The township was named after the chairman of the Native Affairs committee, Mr. Edwin Orlando Leake. In the end, some 10,311 houses were built there by the municipality. In addition, it built 4,045 temporary single-room shelters. In about 1934, James Sofasonke Mpanza moved to 957 Pheele Street, Orlando, and lived there for the rest of his life. A year after his arrival in Orlando, he formed his own political party, the Sofasonke Party. He also became very active in the affairs of the Advisory Board for Orlando. Towards the end of World War II, there was an acute shortage of housing for Blacks in Johannesburg. By the end of 1943, the Sofasonke Party advised its members to put up their own squatters' shacks on municipal property. On Saturday 25 March 1944, the squat began. Hundreds of homeless people from Orlando and elsewhere joined Mpanza in marching to a vacant lot in Orlando West and starting a squatters camp. The City Council's resistance crumbled. After feverish consultations with the relevant government department, it was agreed that an emergency camp, which could house 991 families, be erected. It was to be called Central Western Jabavu. The next wave of land invasions took place in September 1946. Some 30,000 squatters congregated west of Orlando. Early the next year, the City Council proclaimed a new emergency camp. It was called Moroka. 10,000 sites were made available immediately. Moroka became Johannesburg's worst slum area. Residents erected their shanties on plots measuring six metres by six metres. There were only communal bucket-system toilets and very few taps. The camps were meant to be used for a maximum of five years, but when they were eventually demolished in 1955, Moroka and Jabavu housed 89,000 people. Chris Hani Baragwanath Academic Hospital In 1941, the British Government built a military hospital next to the road between Johannesburg and Potchefstroom. The exact place was to be at the 8th milestone near the old Wayside Inn, owned by a Cornishman called John Albert Baragwanath. It was called The Imperial Military Hospital, Baragwanath. After the war, the Transvaal Provincial Administration bought the hospital for £1 million. On 1 April 1948, the Black section of Johannesburg Hospital (known as Non-European Hospital or NEH) was transferred to Baragwanath Hospital. In 1997, the facility was renamed Chris Hani Baragwanath Academic Hospital after former General Secretary of the South African Communist Party, Chris Hani. Apartheid The National Party won the general election of 1948 and formed a new government. The party's policy was called apartheid, the Afrikaans word meaning separateness. They thought they could separate the various racial groups in South Africa. In those days, the Johannesburg City Council did not support the National Party. The City Council and the central government competed to control the Black townships of Johannesburg. 1948 to 1976 Following the election of the new government, some 7,000 new houses were built in the first two or three years, but very little was done thereafter. In 1952, there was a breakthrough. Firstly, the Council for Scientific and Industrial Research came up with a standard design for low-cost, four-roomed, forty-square-metre houses. In 1951, the Parliament passed the Building Workers Act, which permitted Blacks to be trained as artisans in the building trade. In 1952, it passed the Bantu Services Levy Act, which imposed a levy on employers of African workers and the levy was used to finance basic services in Black townships. In 1954, the City Council built 5,100 houses in Jabavu and 1,450 in Mofolo. The City Council's pride and joy was its economic scheme known as Dube Village. It was intended "primarily for the thoroughly urbanised and economically advanced Native". Stands, varying in size from fifty by hundred feet to forty by 70 feet, were made available on a thirty-year leasehold tenure. Tenants could erect their own dwellings in conformity with approved plans. In June 1955, Kliptown was the home of an unprecedented Congress of the People, which adopted the Freedom Charter. According to wiredspace, the name Soweto was officially endorsed by the municipalities’ authorities only in 1963 after a special committee had considered various names. The apartheid government's intention was for Soweto to house black people who were working for Johannesburg. “Incidentally, the name Soweto was officially endorsed by the municipal authorities only in 1963 after a special committee had sat for a long time, considering various names, including apartheid Townships and Verwoerdstad" (Gorodnov 1998:58). From the onset, the Apartheid government purposed Soweto to house the bulk of the labour force which was needed by Johannesburg (1998:58). Africans used to live in areas surrounding the city, so the authorities felt it would be more expedient to concentrate black workers in one district that could be easily controlled (1998:58). The new sub-economic townships took off in 1956, when Tladi, Zondi, Dhlamini, Chiawelo and Senoane were laid out providing 28,888 people with accommodation. Jabulani, Phiri and Naledi followed the next year. Sir Ernest Oppenheimer arranged a loan of £3 million from the mining industry, which allowed an additional 14,000 houses to be built. It was decided to divide Soweto into various language groups. Naledi, Mapetla, Tladi, Moletsane and Phiri were for Sotho- and Tswana-speaking people. Chiawelo for Tsonga and Venda. Dlamini Senaoane, Zola, Zondi, Jabulani, Emdeni and White City were for Zulus and Xhosas. The central government was busy with its own agenda. The presence of Blacks with freehold title to land among Johannesburg's White suburbs irked them. In 1954, Parliament passed the Native Resettlement Act, which permitted the government to remove Blacks from suburbs like Sophiatown, Martindale, Newclare and Western Native Township. Between 1956 and 1960, they built 23,695 houses in Meadowlands and Diepkloof to accommodate the evicted persons. By 1960, the removals were more-or-less complete. In 1959, the City Council launched a competition to find a collective name for all the townships south-west of the city's centre. It was only in 1963 that the City Council decided to adopt the name Soweto as the collective name. In 1971, Parliament passed the Black Affairs Administration Act, No. 45 of 1971. In terms of this Act, the central government appointed the West Rand Administration Board to take over the powers and obligations of the Johannesburg City Council in respect of Soweto. As chairman of the board it appointed Manie Mulder, a political appointment of a person who had no experience of the administration of native affairs. Manie Mulder's most famous quote was given to the Rand Daily Mail in May 1976: "The broad masses of Soweto are perfectly content, perfectly happy. Black-White relationships at present are as healthy as can be. There is no danger whatever of a blow-up in Soweto." Soweto uprising Soweto came to the world's attention on 16 June 1976 with the Soweto uprising, when mass protests erupted over the government's policy to enforce education in Afrikaans rather than their native language. Police opened fire in Orlando West on 10,000 students marching from Naledi High School to Orlando Stadium. The rioting continued and 23 people died on the first day in Soweto, 21 of whom were black, including the minor Hector Pieterson, as well as two white people, including Dr Melville Edelstein, a lifelong humanitarian. The impact of the Soweto protests reverberated through the country and across the world. In their aftermath, economic and cultural sanctions were introduced from abroad. Political activists left the country to train for guerrilla resistance. Soweto and other townships became the stage for violent state repression. Since 1991, this date and the schoolchildren have been commemorated by the International Day of the African Child. Aftermath In response, the apartheid state started providing electricity to more Soweto homes, yet phased out financial support for building additional housing. Soweto became an independent municipality with elected black councilors in 1983, in line with the Black Local Authorities Act. Previously, the townships were governed by the Johannesburg council, but from the 1970s, the state took control. Black African councilors were not provided by the apartheid state with the finances to address housing and infrastructural problems. Township residents opposed the black councilors as puppet collaborators who personally benefited financially from an oppressive regime. Resistance was spurred by the exclusion of blacks from the newly formed tricameral Parliament (which did include Whites, Indians and Coloreds). Municipal elections in black, coloured, and Indian areas were subsequently widely boycotted, returning extremely low voting figures for years. Popular resistance to state structures dates back to the Advisory Boards (1950) that co-opted black residents to advise whites who managed the townships. Further popular resistance: incorporation into the City In Soweto, popular resistance to apartheid emerged in various forms during the 1980s. Educational and economic boycotts were initiated, and student bodies were organized. Street committees were formed, and civic organizations were established as alternatives to state-imposed structures. One of the most well-known "civics" was Soweto's Committee of Ten, started in 1978 in the offices of The Bantu World newspaper. Such actions were strengthened by the call issued by African National Congress's 1985 Kabwe congress in Zambia to make South Africa ungovernable. As the state forbade public gatherings, church buildings like Regina Mundi were sometimes used for political gatherings. In 1995, Soweto became part of the Southern Metropolitan Transitional Local Council, and in 2002, was incorporated into the City of Johannesburg. A series of bomb explosions rocked Soweto in October 2002. The explosions, believed to be the work of the Boeremag, a right-wing extremist group, damaged buildings and railway lines, and killed one person. Demographics Soweto's population is predominantly black and the most common first language is Zulu. Census 2011 Area: Population: 1,271,628: Households: 355,331: Census 2001 Area: Population: 858,644: Households: 237,567: Cityscape Landmarks Soweto landmarks include: Chris Hani Baragwanath Academic Hospital, Diepkloof Freedom Towers Mandela House Orlando Towers Regina Mundi, Rockville SAAF 1723, a decommissioned Avro Shackleton of the South African Air Force is on static display on the roof of Vic's Viking Garage, a service station on the Golden Highway Soweto Wall of Fame Tutu House Vilakazi Street Walter Sisulu Square, Kliptown Climate Köppen-Geiger climate classification system classifies its climate as subtropical highland (Cwb). Transport The suburb was not historically allowed to create employment centres within the area, so almost all of its residents are commuters to other parts of the city. Rail Metrorail operates commuter trains between Soweto and central Johannesburg. Soweto train stations are at Naledi, Merafe, Inhlazane, Ikwezi, Dube, Phefeni, Phomolong, Mzimhlophe, New Canada, Mlamlankunzi, Orlando, Nancefield, Kliptown, Tshiawelo and Midway. Road The N1 Western Bypass skirts the eastern boundary of Soweto. There is efficient road access for many parts of the region along busy highways to the CBD and Roodepoort, but commuters are largely reliant on trains and taxis. The N12 forms the southern border of Soweto. A new section of the N17 road (South Africa) is under construction that will provide Soweto with a 4 lane highway link to Nasrec. The M70, also known as the Soweto Highway, links Soweto with central Johannesburg via Nasrec and Booysens. This road is multi lane, has dedicated taxiways and passes next to Soccer City in Nasrec. A major thoroughfare through Soweto is the Golden Highway. It provides access to both the N1 as well as the M1 highways. Minibus taxis are a popular form of transport. In 2000 it was estimated that around 2000 minibus taxis operated from the Baragwanath taxi rank alone. A Bus rapid transit system, Rea Vaya, provides transport for around 16 000 commuters daily. PUTCO has for many years provided bus commuter services to Soweto residents. Housing The area is mostly composed of old "matchbox" houses, or four-room houses built by the government, that were built to provide cheap accommodation for black workers during apartheid. However, there are a few smaller areas where prosperous Sowetans have built houses that are similar in stature to those in more affluent suburbs. Many people who still live in matchbox houses have improved and expanded their homes, and the City Council has enabled the planting of more trees and the improving of parks and green spaces in the area. Hostels are another prominent physical feature of Soweto. Originally built to house male migrant workers, many have been improved as dwellings for couples and families. In 1996, the City of Johannesburg Metropolitan Municipality awarded tenders to Conrad Penny and his company Penny Brothers Brokers & Valuers (Pty) Ltd. for the valuation of the whole of Soweto (which at the time consisted of over 325 000 properties) for rating and taxing purpose. This was the single largest valuation ever undertaken in Africa. Society and culture Media Being part of the urban agglomerations of Gauteng, Soweto shares much of the same media as the rest of Gauteng province. There are however some media sources dedicated to Soweto itself: Soweto Online is a geographical-based information-sharing portal. Soweto Internet Radio is a digital media network company established in 2008. Soweto TV is a community television channel, available on DStv channel 251. The channel is free-to-air in Gauteng province and it also broadcast to South African subscribers on the DStv pay TV service on channel 251. The channel studios are situated on Vilakazi Street, known for being the only street in the world to have the historical residences of two Nobel Prize winners, namely Nelson Mandela and Archbishop Desmond Tutu. Soweto TV programming is mostly Sowetan content as per ICASA's regulations of over 60% local content. The Sowetan newspaper has a readership of around 1.6 million. Kasibiz Mahala is a free community magazine that promotes local small businesses established in 2012. Museums, monuments and memorials Hector Pieterson Museum, Orlando West Nelson Mandela National Museum, Orlando West Regina Mundi church, Rockville Music Soweto is credited as one of the founding places for Kwaito and Kasi rap, which is a style of hip hop specific to South Africa. This form of music, which combined many elements of house music, American hip-hop, and traditional African music, became a strong force amongst black South Africans. Early Career The experiences of other developing nations were examined at the Soweto entrepreneurship conference, which looked for ways to help turn the economic tide in townships. SOWETO'S entrepreneurs gathered at the University of Johannesburg Soweto Campus on 13 and 14 April to engage with experts from all over the globe about how to enhance skills and value-add in township economies. The restrictions on economic activities were lifted in 1977, spurring the growth of the taxi industry as an alternative to Soweto's inadequate bus and train transport systems. In 1994 Sowetans earned on average almost six and a half times less than their counterparts in wealthier areas of Johannesburg (1994 estimates). Sowetans contribute less than 2% to Johannesburg's rates Some Sowetans remain impoverished, and others live in shanty towns with little or no services. About 85% of Kliptown comprises informal housing. The Soweto Electricity Crisis Committee argues that Soweto's poor are unable to pay for electricity. The committee believes that the South African government's privatization drives will worsen the situation. Research showed that 62% of residents in Orlando East and Pimville were unemployed or pensioners. There have been signs recently indicating economic improvement. The Johannesburg City Council began to provide more street lights and to pave roads. Private initiatives to tap Sowetans' combined spending power of R4.3 billion were also planned, including the construction of Protea Mall, Jabulani Mall, and the development of Maponya Mall, an upmarket hotel in Kliptown, and the Orlando Ekhaya entertainment center. Soweto has also become a Centre for nightlife and culture. Well-known artists from Soweto, besides those mentioned above, include: The Soweto Gospel Choir. Songs and interview from NPR's All Things Considered Soweto Gospel Choir: 'Voices from Heaven', 4 February 2005. Soweto String Quartet Soweto Melodic Voices, the youth choir selected to sing at the 2009 Confederations Cup. It has built its name in UK on Fringe festival in Edinburgh Scotland. Sport Soweto is home to two football teams that play for the top South African football league: the Kaizer Chiefs and the Moroka Swallows. The Orlando Pirates originated from Soweto but moved to Parktown. The Chiefs and the Pirates feud in the rivalry known as the Soweto derby. The Soweto Open tennis tournament, part of the Challenger Tour is annually hosted in Soweto. The annual Soweto marathon is run over a course through Soweto. The Soweto Panthers are the township's representative in the Basketball National League. Festivals The Soweto Wine Festival was started in 2004. The three-night festival is hosted at the University of Johannesburg's Soweto Campus on Chris Hani Road in the first weekend of September. Organised by the Cape Wine Academy, the festival attracts over 6000 wine enthusiasts, over 100 of South Africa's finest wineries and well over 900 fine wines. Stadiums FNB Stadium, South Africa's largest stadium; home ground of both the national team and the Kaizer Chiefs Eldorado Park Stadium Dobsonville Stadium, home ground of Moroka Swallows Jabavu Stadium Noordgesig Stadium Orlando Stadium, home ground of Orlando Pirates Meadowlands Stadium Awards The Soweto Awards, which will become an annual event, honours those who have their roots in Soweto. Former president Nelson Mandela received the Life Time Award from the first Soweto Awards in Johannesburg on 25 February 2001. The Legends Awards went to Gibson Kente, the "godfather" of township theatre, Felicia Mabuza-Suttle, a talk show host, Aggrey Klaaste, editor of the Sowetan newspaper and Winnie Madikizela-Mandela, MP and African National Congress Women's League president. Suburbs By 2003, the Greater Soweto area consisted of 87 townships grouped together into Administrative Regions 6 and 10 of Johannesburg. Estimates of how many residential areas make up Soweto itself vary widely. Some counts say that Soweto comprises 29 townships, whilst others find 34. The differences may be due to confusion arising from the merger of adjoining townships (such as Lenasia and Eldorado Park) with those of Soweto into Regions 6 and 10. The total number also depends on whether the various "extensions" and "zones" are counted separately, or as part of one main suburb. The 2003 Regional Spatial Development Framework arrived at 87 names by counting various extensions (e.g. Chiawelo's 5) and zones (e.g. Pimville's 7) separately. The City of Johannesburg's website groups the zones and extensions together to arrive at 32, but omits Noordgesig and Mmesi Park. The list below provides the dates when some of Soweto's townships were established, along with the probable origins or meanings of their names, where available: Other Soweto townships include Phomolong and Snake Park Economy Many parts of Soweto rank among the poorest in Johannesburg, although individual townships tend to have a mix of wealthier and poorer residents. In general, households in the outlying areas to the northwest and southeast have lower incomes, while those in southwestern areas tend to have higher incomes. The economic development of Soweto was severely curtailed by the apartheid state, which provided very limited infrastructure and prevented residents from creating their own businesses. Roads remained unpaved, and many residents had to share one tap between four houses, for example. Soweto was meant to exist only as a dormitory town for black Africans who worked in white houses, factories, and industries. The 1957 Natives (Urban Areas) Consolidation Act and its predecessors restricted residents between 1923 and 1976 to seven self-employment categories in Soweto itself. Sowetans could operate general shops, butcheries, eating houses, sell milk or vegetables, or hawk goods. The overall number of such enterprises at any time were strictly controlled. As a result, informal trading developed outside the legally-recognized activities. By 1976, Soweto had only two cinemas and two hotels, and 83% of houses had electricity. Up to 93% of residents had no running water. Using fire for cooking and heating resulted in respiratory problems that contributed to high infant mortality rates (54 per 1,000 compared to 18 for whites, 1976 figures. The restrictions on economic activities were lifted in 1977, spurring the growth of the taxi industry as an alternative to Soweto's inadequate bus and train transport systems. In 1994, Sowetans earned on average almost six and a half times less than their counterparts in wealthier areas of Johannesburg (1994 estimates). Sowetans contribute less than 2% to Johannesburg's rates. Some Sowetans remain impoverished, and others live in shanty towns with little or no services. About 85% of Kliptown comprises informal housing. The Soweto Electricity Crisis Committee argues that Soweto's poor are unable to pay for electricity. The committee believes that the South African government's privatization drives will worsen the situation. Research showed that 62% of residents in Orlando East and Pimville were unemployed or pensioners. There have been signs recently indicating economic improvement. The Johannesburg City Council began to provide more street lights and to pave roads. Private initiatives to tap Sowetans' combined spending power of R4.3 billion were also planned, including the construction of Protea Mall, Jabulani Mall, the development of Maponya Mall, an upmarket hotel in Kliptown, and the Orlando Ekhaya entertainment centre. Soweto has also become a centre for nightlife and culture. In popular culture Films The 1976 uprising is depicted in the film A Dry White Season (1989), starring Donald Sutherland, Marlon Brando, and Susan Sarandon, who portray white South Africans pursuing justice for the deaths of black Soweto residents which followed the demonstrations. The American film Stander (2003) portrays the story of Andre Stander, a rogue police captain who sympathised with the state of apartheid and its corruption by becoming a bank thief. The Soweto uprising riots provided Stander's breaking point in the film. Sara Blecher and Rimi Raphoto's popular documentary, Surfing Soweto (2006), addresses the phenomenon of young kids "surfing" on the roofs of Soweto trains and the social problem this represents. The film District 9 (2009) was shot in Tshiawelo, Soweto. The plot involves a species of aliens who arrive on Earth in a starving and helpless condition, seeking aid. The originally benign attempts to aid them turn increasingly oppressive due to the overwhelming numbers of aliens and the cost of maintaining them, and to increasing xenophobia on the part of humans who treat the intelligent and sophisticated aliens like animals while taking advantage of them for personal and corporate gain. The aliens are housed in shacks in a slum-like concentration camp called "District 9", which is in fact modern-day Soweto; an attempt to relocate the aliens to another camp leads to violence and a wholesale slaughter by South African mercenary security forces (a reference to historical events in "District Six", Cape Town, a mostly Coloured neighborhood subjected to forced segregation during the apartheid years). The parallels to apartheid South Africa are obvious but not explicitly remarked on in the film. Films that include Soweto scenes: Tau ya Soweto (2005). Sarafina (1992). Hijack Stories (2000) Literature The marches by students in Soweto are briefly mentioned in Linzi Glass' novel, Ruby Red, which was nominated for the Carnegie Medal in 2008. Soweto is also mentioned in Sheila Gordon's novel, Waiting for the Rain. The main protagonist from the Jonas Jonasson novel The Girl Who Saved the King of Sweden, Nombeko Mayeki was born in 1961 in Soweto. In his first Anthology of Poems titled "In Quiet Realm" South African Soweto Born poet Lawrence Mduduzi Ndlovu dedicated a poem called "Soweto My Everything" to honour the place of his birth. Trevor Noah, in his autobiographical comedy Born a Crime, describes his early childhood and growing up in Soweto. Music Clarence Carter has a song called "The Girl From Soweto" or "Where did the girl go, from Soweto". Soweto is mentioned in the song "Burden of Shame" by the British band UB40, on their album Signing off (1980). Singer–songwriter Joe Strummer, formerly of The Clash, referenced Soweto in his solo album Streetcore (song: "Arms Aloft"), as well as in The Clash's track, "Where You Gonna Go (Soweto)", found on the album London Calling (Legacy Edition). The UK music duo Mattafix have a song called "Memories Of Soweto" on their album Rhythm & Hymns (2007). Soweto is mentioned in the anti-apartheid song "Gimme Hope Jo'anna" by Eddy Grant. The line, "While every mother in a black Soweto fears the killing of another son", refers to police brutality during apartheid. Miriam Makeba has the song: "Soweto Blues". Dr. Alban's song "Free Up Soweto" was included in the album Look Who's Talking (1994). The Mexican group Tijuana No! recorded the song "Soweto" for their first album No, in reference to the city and the movements. "Soweto" is the name of a song by the rap group Hieroglyphics. The American band Vampire Weekend refers to its own musical style, a blend of indie rock and pop with African influences, as "Upper West Side Soweto", based on the same description of Paul Simon's album Graceland. "Soweto" is the title of the opening track of the album Joined at the Hip, by Bob James and Kirk Whalum. Brazilian singer-songwriter Djavan, in his 1987 album Não É Azul, mas É Mar, recorded a song called Soweto. Also this song inspired the naming of Brazilian pagode group Soweto. Notable people Native Sowetans Soweto is the birthplace of: Yvonne Chaka Chaka (b. 1965), singer, songwriter, actress, entrepreneur, humanitarian and teacher Frank Chikane (b. 1951), anti-apartheid activist and lifelong resident Lasizwe Dambuza (b. 1998), television personality Bonginkosi Dlamini (b. 1977), aka "Zola", poet, actor and musician Lillian Dube (b. 1945), actress,TV presenter Morgan Gould (b. 1983), Association footballer playing for Supersport United F.C. Thulani Hlatshwayo (b. 1989), captain of Orlando Pirates F.C. & the South Africa national football team Howza (b. 1983), rapper, songwriter and actor Jabu Khanyile (1957-2006), musician and lead vocalist from the band Bayete Abigail Kubeka (b. 1941), singer, songwriter and actress Basetsana Kumalo (b. 1974), 1994 Miss South Africa & 1994 Miss World 1st runner-up, television personality, businesswoman, and philanthropist Doctor Khumalo (b. 1967), footballer player Bakithi Kumalo (b. 1956), bass guitar player Jack Lerole (c. 1940 – 2003), musician, famous for penny whistle performance Kgosi Letlape (b. 1959), South Africa's first black ophthalmologist Lebo M. (b. 1964), composer Kabelo Mabalane (b. 1976), kwaito musician, songwriter and actor Sipho Mabuse (b. 1950), aka Hotstix, musician Thuli Madonsela (b. 1962), former Public Protector of South Africa, advocate & law professor Arthur Mafokate (b. 1962), kwaito musician and producer Teboho MacDonald Mashinini (1957–1990), primary student leader of the June 1976 Soweto uprising, that spread across South Africa Mandla Mandela (b. 1974), tribal chief of the Mvezo Traditional Council and the grandson of icon anti-apartheid activist Nelson Mandela Zindzi Mandela (1960-2020), South African diplomat and poet, and the daughter of anti-apartheid activists and politicians Nelson Mandela and Winnie Madikizela-Mandela Mandoza (1978–2016), kwaito musician Mike Mangena (b. 1960), former football player, Soccer analyst Richard Maponya (1920–2020), businessman and anti-apartheid activist Ephraim Mashaba (b. 1950), football manager and former player Khanyi Mbau (b. 1985), actress and television personality, raised in Mofolo Bonnie Mbuli (b. 1979), actress Letta Mbulu (b. 1942), jazz singer, songwriter Somizi Mhlongo (b. 1972), television presenter, radio personality, choreographer, actor and singer Andrew Mlangeni (1925–2020), political activist and anti-apartheid campaigner who, along with Nelson Mandela and others, was imprisoned after the Rivonia Trial. Portia Modise (b. 1983), footballer Teko Modise (b. 1982), footballer Refilwe Modiselle (b. 1986), model and entertainer Jerry Mofokeng (b. 1956), stage and screen actor Khotso Motau (b. 1981), boxer, 2004 Olympian Kaizer Motaung (b. 16 October 1944), founder and chairman of Kaizer Chiefs Football Club Kamo Mphela (b. 1999), singer & dancer Sophie Ndaba (b. 1973), actress Themba Ndaba (b. 1965), actor Duma Ndlovu (b. 1954), poet, filmmaker, producer, journalist and playwright Trevor Noah (b. 1984), comedian, television and radio host and actor, host of The Daily Show Nandi Nyembe (b. 1950), actress Khabonina Qubeka (born 1981), actress, TV presenter, dancer Lucas Radebe (b. 1969), footballer, Leeds United and national team captain Cyril Ramaphosa (b. 1952), lawyer, trade union leader, activist, politician and businessman, President of South Africa Manaka Ranaka (b. 1979), Actress known for playing her starring role as Lucy Diale for long-standing soap opera Generations: The Legacy. Dineo Ranaka (b. 1983) radio and television presenter, actress, DJ and TV Producer) Thulani Serero (b. 1990), footballer Tokyo Sexwale (b. 1953), businessman and former politician, anti-apartheid activist, and political prisoner Jomo Sono (b. 1955), star football player, later club owner and coach Samthing Soweto (b. 1988), musician Siphiwe Tshabalala (b. 1984), footballer playing for Kaizer Chiefs Football Club. Dingaan Thobela (b. 1966), former professional boxer, a former two-time lightweight world champion & a former super middleweight world champion, known as the Rose of Soweto Mary Twala (c. 1939 – 2020), actress, mother of Somizi Mhlongo Sello Chicco Twala (b. 1963), musician and producer Zodwa Wabantu (b. 1985), socialite and dancer Benedict Vilakazi (footballer) (b. 1982), footballer Arthur Zwane (b. 1973), former football player, football coach Other residents James Mpanza (1889–1970), civic leader, founder of Orlando Pirates F.C., known as 'the father of Soweto' Winnie Mandela (1936–2018), anti-apartheid activist and politician, ex-wife of Nelson Mandela Gibson Kente (1932–2004), playwright Irvin Khoza (b. 27 January 1948), South African football administrator, Chairman of Orlando Pirates Aggrey Klaaste (1940–2004), newspaper journalist and editor Nelson Mandela (1918–2013), President of South Africa, anti-apartheid revolutionary, political leader and peace activist, spent many years living in Soweto; his Soweto home in Orlando is currently a major tourist attraction Hastings Ndlovu (1961–1976), another student to be killed during the 1976 Soweto uprising Lilian Ngoyi (1911–1980), anti-apartheid activist, who spent 18 years under house arrest in Mzimhlope Joe Mafela (1942–2017), Actor, writer, producer, director, singer, and businessman Mzwakhe Mbuli (b. 1959), Poet known as "The People's Poet, musician and actor Terry Pheto (b. 1981), actress best known for her leading role as Miriam in the 2005 Oscar-winning feature film Tsotsi Pallance Dladla (b. 1992), Actor Steven Pienaar (b. 1982), footballer with national team and Everton F.C. Hector Pieterson (1963–1976), the first student to be killed during the 1976 Soweto uprising who features in an iconic press photograph of the event; has a memorial and museum named after him in Orlando West Percy Qoboza (1938–1988), newspaper journalist and editor Gerard Sekoto (1913–1993), artist, lived in Kliptown before emigrating to France in 1947 Desmond Tutu (1931–2021), cleric and activist who rose to worldwide fame during the 1980s through his opposition to apartheid See also Tembisa Katlehong The World (South African newspaper) Region 6 (Johannesburg) Soweto riots Norweto Stompie Moeketsi References Bibliography Harrison, Philip, and Kirsten Harrison (2014) "Soweto: A Study in Socio-Spatial Differentiation.” In Philip Harrison, Graeme Gotz, Alison Todes, and Chris Wray (eds) Changing Space, Changing City: Johannesburg after Apartheid, Johannesburg: Wits University Press, pp 293–318. https://doi.org/10.18772/22014107656.19 French, Kevin John, James Mpanza and the Sofasonke Party in the development of local politic in Soweto, unpublished M.A. dissertation, University of the Witwatersrand, Johannesburg, 1983. External links Soweto uprisings.com, an extensive map mashup with info on the events on 16 Greater Johannesburg Johannesburg Region D Populated places established in 1950 Townships in Gauteng
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Salò, or the 120 Days of Sodom (), titled Pasolini's 120 Days of Sodom on English-language prints and commonly referred to as simply Salò (), is a 1975 horror art film directed by Pier Paolo Pasolini. The film is a loose adaptation of the 1785 novel (first published in 1904) The 120 Days of Sodom by the Marquis de Sade, updating the story's setting to the World War II era. It was Pasolini's final film, being released three weeks after his murder. The film focuses on four wealthy, corrupt Italian libertines in the time of the fascist Republic of Salò (1943–1945). The libertines kidnap 18 teenagers and subject them to four months of extreme violence, sadism, and sexual and psychological torture. The film explores themes of political corruption, consumerism, authoritarianism, nihilism, morality, capitalism, totalitarianism, sadism, sexuality, and fascism. The story is in four segments, inspired by Dante's Divine Comedy: the Anteinferno, the Circle of Manias, the Circle of Excrement, and the Circle of Blood. The film also contains frequent references to and several discussions of Friedrich Nietzsche's 1887 book On the Genealogy of Morality, Ezra Pound's poem The Cantos, and Marcel Proust's novel sequence In Search of Lost Time. Premiering at the Paris Film Festival on 23 November 1975, the film had a brief theatrical run in Italy before being banned in January 1976, and was released in the United States the following year on 3 October 1977. Because it depicts youths subjected to graphic violence, torture, sexual abuse, and murder, the film was controversial upon its release and has remained banned in many countries. The confluence of thematic content in the film—ranging from the political and socio-historical, to psychological and sexual—has led to much critical discussion. It has been both praised and decried by various film historians and critics and was named the 65th-scariest film ever made by the Chicago Film Critics Association in 2006. It is also the subject of an entry in The Penguin Encyclopedia of Horror and the Supernatural (1986). Plot The film is separated into four segments with intertitles, inspired by Dante's Divine Comedy: Anteinferno In 1944, in the Republic of Salò, the Fascist-occupied portion of Italy, four wealthy men of power, the Duke, the Bishop, the Magistrate and the President, agree to marry each other's daughters as the first step in a debauched ritual. They rule that when they get to the mansion their daughters must be completely naked at all times. They recruit four teenage boys to act as guards (dressed with uniforms of Decima Flottiglia MAS) and four young soldiers (called "studs", "cockmongers", or "fuckers"), who are chosen because of their large penises. They then kidnap many youths, of which nine young men and nine young women were hand-picked and brought to a palace near Marzabotto. One of the boys tries to escape on the way, but is shot to death. Circle of Manias / Accompanying the libertines at the palace are four middle-aged prostitutes, also collaborators, whose job it is to orchestrate debauched interludes for the men, who sadistically exploit their victims. During the many days at the palace, the four men devise increasingly abhorrent tortures and humiliations for their own pleasure. During breakfast, the daughters enter the dining hall naked to serve food. One of the studs trips and rapes a daughter in front of the crowd, who laugh at her cries of pain. Intrigued, the President moons several slaves before prompting the stud to perform anal sex on him and the Duke sings "". Signora Vaccari uses a mannequin to demonstrate to the young men and women how to properly masturbate a penis and one of the girls tries to escape, only to have her throat cut. Signora Vaccari continues with her story. Two victims named Sergio and Renata, are forced to get married. The ceremony is interrupted when the Duke fondles several victims and prostitutes. At the end, Sergio and Renata are forced to fondle each other and the men rape them to stop them from having sex with each other. During this, the Magistrate engages with the Duke in three-way intercourse. On another day, the victims are forced to get naked and act like dogs. When one of the victims, Lamberto, refuses, the Magistrate whips him and tortures the President's daughter by tricking her into eating a slice of polenta containing nails. Circle of Shit / Signora Maggi relates her troubled childhood and her coprophilia. As she tells her story, the President notices that one of the studs has an erection and fondles him; another stud uses a female victim's hand to masturbate himself. She also explains how she killed her mother over a dispute about her prostitution and Renata cries, remembering the murder of her own mother. The Duke, sexually excited at the sound of her cries, begins verbally abusing her. The Duke orders the guards and studs to undress her. During this, she begs God for death and the Duke punishes her by defecating on the floor and forcing her to eat his feces with a spoon. The President leaves to masturbate. Later, the other victims are presented with a meal of human feces. During a search for the victim with the most beautiful buttocks, Franco is picked and promised death in the future. Circle of Blood / Later, there is a Black Mass-like wedding between the studs and the men of power while the latter are dressed in drag. The men angrily order the children to laugh, but they are too grief-stricken to do so. The Pianist and Signora Vaccari tell dark jokes to make the victims laugh. The wedding ceremony ensues with each man of power exchanging rings with a stud. After the wedding, the Bishop consummates the marriage and receives intense anal sex from his stud. The Bishop then leaves to examine the captives in their rooms, where they start systematically betraying each other: Claudio reveals that Graziella is hiding a photograph, Graziella reveals that Eva and Antiniska are having a secret sexual affair. Victim Umberto Chessari is appointed to replace Ezio, who is shot to death for having sex with one of the staff. Toward the end, the remaining victims are called out to determine which of them will be punished. Graziella is spared due to her betrayal of Eva, and Rino is spared due to his submissive relationship with the Duke. Those who are called are given a blue ribbon and sentenced to a painful death, while those who have not been called, as long as they kept collaborating with the libertines, can hope to return home. The victims huddle together and cry and pray in the bathroom. They are then taken outside and raped, tortured and murdered through methods such as branding, hanging, scalping, burning and having their tongues and eyes cut out, as each libertine takes his turn to watch as a voyeur. The soldiers shake hands and bid each other farewell. The Pianist, looking out an open window, suddenly realises with horror what atrocities are being committed, and climbing out, throws herself to her death. The sombre music during the final sequences is , by German composer Carl Orff, using text from the Carmina Burana. The film's final shot is of two young soldiers, who had witnessed and collaborated in all the atrocities, dancing a simple waltz together; one asks the name of the other's girlfriend back at home, and the film ends. Cast Masters Paolo Bonacelli (dubbed by Giancarlo Vigorelli) as The Duke; tall, strongly built, bearded, chauvinistic, very sadistic and a fanatic fascist; enjoys tormenting female victims with verbal abuse and degrading them, his favorite victims being Renata and Fatimah. Highly sexually potent. Shows "loving" feelings for the male victim Rino and allows him to live at the end. Likes to talk about fascist and misanthropic philosophy. Giorgio Cataldi (dubbed by Giorgio Caproni) as The Bishop, the Duke's extremely sadistic brother; Writes down several victims' names for punishment. May have a soft spot for Graziella, and is in an apparently affectionate relationship with one of the studs. Likes to torture and mock-execute people. Uberto Paolo Quintavalle (dubbed by Aurelio Roncaglia) as The Magistrate; mustachioed sadomasochist; fit and balding; enjoys bullying the victims, yet shows joy from being sodomized. Very strict and cruel. Aldo Valletti (dubbed by Marco Bellocchio) as The President; scrawny, weak and crude. He enjoys dark and punning humor and painful penetration to himself and others. He is passionate about anal sex even when having sex with women and girls, refusing to have vaginal intercourse with them. Daughters Tatiana Mogilansky – Magistrate's daughter married with the President. A victim of the bullying of the collaborationists and the studs. Once at the mansion is forced to be naked at all times. Raped and killed at the end. Susanna Radaelli – President's daughter married with the Duke. Victim of the collaborationists and the Magistrate. Raped at the end by collaborator Claudio (in a lost or deleted scene also by Bruno), and immediately after that is killed by hanging. Giuliana Orlandi – Duke's younger daughter married with the Bishop. Killed at the end. Is forced to remain completely naked at all times just like the other daughters. In a lost or deleted scene, she is raped by the unnamed collaborator and by former victim now collaborator Umberto. Liana Acquaviva – Duke's elder daughter married with the Magistrate. Like the other daughters is required to be completely naked for all 120 days. Raped by one of the studs and killed in the end; in a lost or deleted scene in an electric chair. Storytellers Caterina Boratto as Signora Castelli; a prideful, cruel prostitute who jokes about horrible instances. Tells stories during the Circle of Blood. Elsa De Giorgi as Signora Maggi; a coprophiliac who finds no shame in defecating in front of others. Committed matricide for a nobleman. Tells stories during the Circle of Shit. Hélène Surgère (dubbed by Laura Betti) as Signora Vaccari; lively and polite, she was molested as a very young child, but enjoyed it. Tells stories during the Circle of Manias. Sonia Saviange as The Pianist; soft-spoken, she plays continuously during the day, but is secretly very distressed at the actions around her. Commits suicide during the final day. Studs Rinaldo Missaglia as Rinaldo – Like the Duke is strongly built, chauvinistic and very sadistic; enjoys tormenting and raping female victims and abusing them verbally and degrading them. Giuseppe Patruno – The calmest of the studs. Guido Galletti as Guido – With bisexual tendencies and has relations with the Bishop. Efisio Etzi as Efisio – Most cruel and degenerate. Mistreats victims, especially women. Collaborators Claudio Troccoli as Claudio – A teenage but cruel guard and as depraved as the Masters. Fabrizio Menichini – Another teenager and quiet soldier recruited at the beginning of the film. Maurizio Valaguzza as Bruno, The Collaborator; teenager cruel like Claudio who befriends him. Ezio Manni as Ezio; a quiet guard who falls in love with the Slave Girl. Like the Pianist is secretly very distressed at the actions around him. He is aware of his fate when he is found out and is shot to death while holding his fist in the air in a Socialist salute. Servants Inès Pellegrini as The Slave Girl, a black slave in love with Ezio. Disobeyed orders by engaging in intercourse without the presence of the Masters. Is shot after Ezio. Male victims Sergio Fascetti as Sergio– Forced to marry, but kept from actual intercourse. He is then raped by the President. In the end, he is branded by the Bishop and killed. In a lost or deleted scene, he appears sit to a low chair and then shot. Bruno Musso as Carlo Porro; an outspoken boy who shows a foul mouth even to the Masters. One of the Magistrate's favorite victims of bullying. In the end, he is killed after having his left eye gouged out by the Magistrate (and also the other eye in a lost or deleted scene). Antonio Orlando as Tonino Orlando; killed after having his penis burned off by the President. In a lost or deleted scene, he appears killed by hanging. Claudio Cicchetti as Claudio Cicchetti – Confesses to the Bishop about Graziella's photograph, leading to a chain of revealed secrets. Killed in the end. Franco Merli as Franco – Prideful and youthful. Tricked into his position with a promise of sex with an attractive girl. Said to have the most beautiful buttocks. Nearly killed midway through the film, but spared on a promise of a worse future death. He is killed at the end after having his tongue cut off by the President. In a lost or deleted scene, he appears killed by hanging. Umberto Chessari as Umberto Chessari – First a victim but later recruited off-screen as a collaborator, and replaces Ezio after he is shot. Becomes drunk with the power over others as a collaborator and start to act like the other fascists (for example aiming at his former victim friends and saying to them). Lamberto Book as Lamberto Gobbi; he refuses to eat like a dog and is whipped by the Magistrate. Also killed in the end. Gaspare di Jenno as Rino; a slightly masochistic homosexual and the Duke's favorite. Shows sexual feelings and submission for the Duke and is therefore not tortured like other victims. Is also later recruited off-screen. Marco Lucantoni as Ferruccio Tonna; son of a subversive family, he tries to scape from the truck before the arrival to the mansion, but he is shot by the fascists soldiers who escorted the truck. Female victims Giuliana Melis as Giuliana; Is early on forced to simulate how to masturbate the male sex on a dummy, but fails to do it "right". Raped and killed at the end. In a lost or deleted scene, the Duke rapes her while two studs tear her off a nipple. Faridah Malik as Fatimah; a common victim of both the Duke's sexism and the Magistrate's bullying. In the end, she is scalped by the Magistrate. Graziella Aniceto as Graziella; finds her time at the Palace unbearable and is calmed by Eva, who she betrays. She is left alive at the film's end along with Rino. Renata Moar as Renata; a God-fearing and especially wide-eyed innocent. Forced into the palace just not long after witnessing the death of her mother. She is forced to marry Sergio before being raped by the Duke. When she hears that they killed her mother, she begs God for death. The Duke enjoys tormenting her and at one point forces her to consume his feces. She is killed at the end after having her breasts burned by the President. In a lost or deleted scene, she appears killed by hanging. Benedetta Gaetani – Admired by the President because of her buttocks. Although she is not present in the blue ribbon ceremony, Benedetta is also killed in the massacre. In a lost or deleted scene, during the final tortures, the Bishop sticks pins in her ass. Olga Andreis as Eva; a soft-spoken girl who is friends with Graziella and in love with Antiniska. After Ezio's death, because of her delation, she doesn't appear again in the movie, leaving her fate unknown. In a lost or deleted scene, after Ezio's killing, she tries to scape from the castle. She is pursued by the four masters, who finally shot her. Dorit Henke as Doris; Beautiful and rebellious; the most undisciplined of the girls. She is killed at the end. In a lost or deleted scene, she is ripped by the Bishop. Antiniska Nemour as Antinisca; In a lesbian relationship with Eva. She is killed at the end. Anna Troccoli as Anonymous victim, name never mentioned — Is shown as inexperienced, shocked and innocent. Attempts to run away, and gets her throat cut and the corpse is put on morbid display by a Catholic icon. Production Conception Pasolini's writing collaborator Sergio Citti had originally been attached to direct the intended adaptation of the Marquis de Sade's The 120 Days of Sodom. During the creation of the first drafts of the script, Pasolini appealed to several of his usual collaborators, among them Citti, Claudio Masenza, Antonio Troisi and specially Pupi Avati. While collaborating with Citti on the script, Pasolini was compelled to transpose the setting of Salò from 18th-century France (as depicted in de Sade's original book) to the last days of Benito Mussolini's regime in the Republic of Salò in the spring of 1944. Salò is a toponymical metonymy for the Italian Social Republic (RSI) (because Mussolini ruled from this northern town rather than from Rome), which was a puppet state of Nazi Germany. While writing the script, it was decided between Citti and Pasolini that the latter would direct the project, as Citti had planned to write a separate project after completing Salò. Pasolini noted his main contribution to Citti's original screenplay as being its "Dante-esque structure", which Pasolini felt had been de Sade's original intention with the source material. In the film, almost no background is given on the tortured subjects and, for the most part, they almost never speak. Pasolini's depiction of the victims in such a manner was intended to demonstrate the physical body "as a commodity... the annulment of the personality of the Other." Specifically, Pasolini intended to depict what he described as an "anarchy of power", in which sex acts and physical abuse functioned as metaphor for the relationship between power and its subjects. Aside from this theme, Pasolini also described the film as being about the "nonexistence of history" as it is seen from Western culture and Marxism. Trilogy of death In contrast to his "Trilogy of Life" (Il Decameron, I racconti di Canterbury and Il fiore delle Mille e una notte), Pasolini initially planned The 120 days of Sodom and Salò as separate stories, but noting similarity between both concepts – and based on their experiences in the Republic of Salò – conceived the idea of Salò or the 120 Days of Sodom. Pasolini established that the violent scenes in Salò were symbolic and reduced the romanticism of his previous films, although knowing that once the film was premiered would be considered as damned. As a continuation, Pasolini planned to make a biographical film about the life of child murderer Gilles de Rais, but after his death, the idea was aborted. Casting Initially, Ninetto Davoli was chosen to play Claudio, a young collaborationist, but due to legal problems he had to decline, the role being replaced by Claudio Troccoli, a young man who had a similarity to Davoli in his first films. Pupi Avati, being the writer, is not officially accredited due also to legal problems. Most of the actors of the cast, although they were natural actors, many of them were models that did not have modesty to show their naked bodies and most of them retaining their original name. Franco Merli was considered like a prototype of the Pasolinian boy. Ezio Manni remembers during filming: "The same with Franco Merli, the guy chosen for having the most beautiful butt. When they reward him by holding the gun to his head, he suddenly protested, he couldn’t handle that scene. And the assistant director had to go and give him a hug." Franco Citti was to play one of the soldiers' studs, but he did not appear. Laura Betti was also going to play Signora Vaccari, but also because of legal problems and prior commitments to Novecento declined the role, even though she doubled the voice of Hélène Surgère. Uberto Paolo Quintavalle (the Magistrate) was a writer, he knew Pasolini working on the newspaper Corriere della Sera. He was chosen for the role because he had all "the characteristics of a decadent intellectual". Aldo Valletti (the President) was a friend of Pasolini from the time of Accattone. Giorgio Cataldi (the bishop) another friend of Pasolini, was a clothes seller in Rome. Paolo Bonacelli (El Duque) had participated in several small Italian productions of the 1950s and 1960s, and would later appear in several major Hollywood productions. Filming Several outdoor scenes were filmed in Villa Aldini, a neoclassical building on the hills of Bologna. The interiors were shot in Villa Sorra near Castelfranco Emilia. The noble hall of the building and the courtyard were filmed in the Cinecittà studios. The town on the Reno replaces the fictional location in Marzabotto. The shooting, carried out mainly in the 16th-century Villa Gonzaga-Zani in Villimpenta in the spring of 1975, was difficult and involved scenes of homophilia, coprophagia and sadomasochism. The acts of torture in the courtyard caused some of the actors to suffer abrasions and burns. Actress Hélène Surgère described the film shoot as "unusual", with nearly 40 actors being on set at any given time, and Pasolini shooting "enormous" amounts of footage. She also noted the mood on the set as "paradoxically jovial and immature" in spite of the content. In-between working, the cast shared large meals of risotto and also had football games played against the crew of Bernardo Bertolucci's Novecento, which was being filmed nearby. It also marked the reconciliation between the then 34-year-old Bertolucci and his old mentor after several disagreements following Pasolini's criticism of Last Tango in Paris (1972) and his failure to defend it from drastic censorship measures. During production, some reels were stolen and the thieves demanded a ransom for their return. Using doubles, the same scenes were reshot but from a different angle. At the trial for Pasolini's murder, it was hypothesized that Pasolini was told the film reels were discovered in Ostia Lido. He was led there by Pelosi, the accused, and fell victim to an ambush, where he died. Post-production Musical score The original music corresponds to Ennio Morricone interpreted at the piano by Arnaldo Graziosi. Other non-original music was Carl Orff's Carmina Burana in Veris leta facies at the nearly end of the film during Circle of Blood. Other music was several Frédéric Chopin's pieces Preludes Op.28 nº 17 and nº4 and Valses Op. 34 nº 2 in La minor. Dubbing Like most Italian films of the time, Salò was shot MOS (without direct sound), with all dialogue and foley effects dubbed in post-production. The controversy surrounding the production dissuaded the actors playing the Masters to return to loop their lines, so they were all re-dubbed by other (uncredited) actors. French actress Hélène Surgère (Vaccari) had her dialogue dubbed by Laura Betti. Alternative endings Pasolini was undecided on what type of conclusion the film should have, to the point of having conceived and shot four different endings: the first was a shot of a red flag in the wind with the words "Love You", but it was abandoned by the director because he thought it "too pompous" and "prone to the ethics of psychedelic youth", which he detested. The second showed all the actors, other than the four gentlemen, the director and his troupe perform a wild dance in a room of the villa furnished with red flags and the scene was filmed with the purpose of using it as a background scene during the credits, but was discarded because it appeared, in the eyes of Pasolini, chaotic and unsatisfactory. Another final scene, discovered years later and which was only in the initial draft of the script, showed, after the torture's end, the four gentlemen walk out of the house and drawing conclusions about the morality of the whole affair. Finally, keeping the idea of dance as the summation of carnage, Pasolini chose to mount the so-called final "Margherita", with the two young soldiers dancing. Release Salò premiered at the Paris Film Festival on 23 November 1975, three weeks following Pasolini's death. In Italy, the film was initially rejected for screening by the Italian censorship, but received approval on 23 December 1975. The approval, however, was withdrawn three weeks after the film's Italian release in January 1976 and it was formally banned. Worldwide distribution for the film was supplied by United Artists. In the United States, however, the film was given a limited release via Zebra Releasing Corporation on 3 October 1977. Censorship Salò has been banned in several countries, because of its graphic portrayals of rape, torture and murder—mainly of people thought to be younger than eighteen years of age. The film remains banned in several countries and sparked numerous debates among critics and censors about whether or not it constituted pornography due to its nudity and graphic depiction of sex acts. The film was rejected by the British Board of Film Censors (BBFC) in January 1976. It was first screened at the Old Compton Street Cinema Club in Soho, London in 1977, in an uncut form and without certification from BBFC secretary James Ferman; the premises were raided by the Metropolitan Police after a few days. A cut version prepared under Ferman's supervision, again without formal certification, was subsequently screened under cinema club conditions for some years. In 2000, in an uncut form, the film was finally passed for theatrical and video distribution in the United Kingdom. The film was not banned in the United States and received a limited release in October 1977; it was, however, banned in Ontario, Canada. In 1994, an undercover policeman in Cincinnati, Ohio, rented the film from a local gay bookstore and then arrested the owners for "pandering". A large group of artists, including Martin Scorsese and Alec Baldwin, and scholars signed a legal brief arguing the film's artistic merit; the Ohio state court dismissed the case because the police violated the owners' Fourth Amendment rights, without reaching the question of whether the film was obscene. It was banned in Australia in 1976 for reasons of indecency. After a 17-year-long ban, the Australian Classification Board passed the film with a R-18+ (for 18 and older only) uncut for theatrical release in July 1993. However, the Australian Classification Review Board overturned this decision in February 1998 and banned the film outright, for "offensive cruelty with high impact, sexual violence and depictions of offensive and revolting fetishes". The film was then pulled from all Australian cinemas. Salò was resubmitted for classification in Australia in 2008, only to be rejected once again. The DVD print was apparently a modified version, causing outrage in the media over censorship and freedom of speech. In 2010, the film was submitted again and passed with an R18+ rating. According to the Australian Classification Board media release, the DVD was passed due to "the inclusion of 176 minutes of additional material which provided a context to the feature film." The media release also stated that "The Classification Board wishes to emphasise that this film is classified R18+ based on the fact that it contains additional material. Screening this film in a cinema without the additional material would constitute a breach of classification laws." The majority opinion of the board stated that the inclusion of additional material on the DVD "facilitates wider consideration of the context of the film which results in the impact being no more than high." This decision came under attack by FamilyVoice Australia (formerly the Festival of Light Australia), the Australian Christian Lobby and Liberal Party of Australia Senator Julian McGauran, who tried to have the ban reinstated, but the Board refused, stating "The film has aged plus there is bonus material that clearly shows it is fiction." The film was released on Blu-ray Disc and DVD on 8 September 2010. In New Zealand, the film was originally banned in 1976. The ban was upheld in 1993. In 1997, special permission was granted for the film to be screened uncut at a film festival. In 2001, the DVD was finally passed uncut with an 'R18' rating. Reception The review aggregator website Rotten Tomatoes reports a 71% approval rating based on 38 reviews, with an average rating of 6.70/10. The site's consensus reads, "Salò, or the 120 Days of Sodom will strike some viewers as irredeemably depraved, but its unflinching view of human cruelty makes it impossible to ignore." Director Michael Haneke named the film his fourth-favorite film when he voted for the 2002 Sight and Sound poll; director Catherine Breillat and critic Joel David also voted for the film. David Cross and Gaspar Noé named it one of their favorite films. Rainer Werner Fassbinder also cited it as one of his 10 favorite films. A 2000 poll of critics conducted by The Village Voice named it the 89th-greatest film of the 20th century. Director John Waters said, "Salo is a beautiful film...it uses obscenity in an intelligent way...and it's about the pornography of power." The film's reputation for pushing boundaries has led some critics to criticize or avoid it; the Time Out film guide, for example, deemed the film a "thoroughly objectionable piece of work," adding that it "offers no insights whatsoever into power, politics, history or sexuality." TV Guide gave the film a mixed review awarding it a score of 2.5/4, stating, "despite moments of undeniably brilliant insight, is nearly unwatchable, extremely disturbing, and often literally nauseous". Upon the film's United States release, Vincent Canby of The New York Times wrote, "Salo is, I think, a perfect example of the kind of material that, theoretically, anyway, can be acceptable on paper but becomes so repugnant when visualized on the screen that it further dehumanizes the human spirit, which is supposed to be the artist's concern." In 2011 Roger Ebert wrote that he owned the film since its release on LaserDisc but had not watched it, citing the film's transgressive reputation. In 2011, David Haglund of Slate surveyed five film critics and three of them said that it was required viewing for any serious critic or cinephile. Haglund concluded that he still would not watch the film. Jonathan Rosenbaum of the Chicago Reader wrote of the film: "Roland Barthes noted that in spite of all its objectionable elements (he pointed out that any film that renders Sade real and fascism unreal is doubly wrong), this film should be defended because it 'refuses to allow us to redeem ourselves.' It's certainly the film in which Pasolini's protest against the modern world finds its most extreme and anguished expression. Very hard to take, but in its own way an essential work." Home media The Criterion Collection first released the film in 1993 on LaserDisc, following with a DVD release in 1998. In 2011, The Criterion Collection released a newly restored version on Blu-ray and DVD in conjunction with Metro-Goldwyn-Mayer as a two-disc release with multiple interviews collected on the accompanying second disc. Critical analysis Salò has received critical analysis from film scholars, critics and others for its converging depictions of sexual violence and cross-referencing of historical and sociopolitical themes. Commenting on the film's prevalent sexual themes, horror film scholar Stephen Barber writes: "The core of Salò is the anus, and its narrative drive pivots around the act of sodomy. No scene of a sex act has been confirmed in the film until one of the libertines has approached its participants and sodomized the figure committing the act. The filmic material of Salò is one that compacts celluloid and feces, in Pasolini's desire to burst the limits of cinema, via the anally resonant eye of the film lens." Barber also notes that Pasolini's film reduces the extent of the storytelling sequences present in de Sade's The 120 Days of Sodom so that they "possess equal status" with the sadistic acts committed by the libertines. Pasolini scholar Gian Annovi notes in the book Pier Paolo Pasolini: Performing Authorship (2007) that Salò is stylistically and thematically marked by a "link between Duchamp's Dada aesthetics and the perverse dynamics of desire", which, according to Annovi, became artistic points of interest for Pasolini in the early developments of Salò. Roman Catholic scholar Eve Tushnet, writing for the Jesuit America magazine, interprets Salò as containing numerous Christian themes, writing that its "anthropology—its account of what it means to be human—is even more uncompromisingly Christian than Pasolini’s 1964 The Gospel According to Saint Matthew. Salò depicts a world of Christian anthropology without Christian eschatology—a world where human beings are made in the image of God, and there’s no hope ... there is a moment toward the end when a girl, sitting naked in a tub of the victims' excrement, cries out in anguish, 'God, God, why did you abandon us?'—as the guards outside the door play cards. This allusion to Jesus' cry from the Cross, and to the soldiers who diced for his clothes, is the one moment when Christianity appears in the film's structure." Legacy Salò has earned a reputation among some film scholars for being the "sickest film of all time", with some citing it as an early progenitor of the extreme cinema subgenre, alongside the American film The Last House on the Left (1972). Film scholar Matthias Frey notes that the cross-section between the film's thematic content and graphic visuals has resulted in it being considered both a horror film as well as an art film: In 2006, the Chicago Film Critics Association named it the 65th-scariest film ever made. In 2010, the Toronto International Film Festival placed it at no. 47 on its list of "The Essential 100 films". In 2008, British opera director David McVicar and Swiss conductor Philippe Jordan produced a performance of the Richard Strauss opera Salome (1905) based on the film, setting it in a debauched palace in Nazi Germany, for the Royal Opera House in London, with Nadja Michael as Salome, Michaela Schuster as Herodias, Thomas Moser as Herod, Joseph Kaiser as Narraboth, and Michael Volle as Jokanaan. This performance was recorded by Jonathan Haswell and later that year was released on DVD by Opus Arte. The Nikos Nikolaidis film The Zero Years (2005) has been compared to Salò. The film is the subject of the documentary Salò: Fade to Black (2001) written by Mark Kermode and directed by Nigel Algar. An exhibition of photographs by Fabian Cevallos depicting scenes which were edited out of the film was displayed in 2005 in Rome. Italian filmmaker Giuseppe Bertolucci released the documentary Pasolini prossimo nostro (2006) based on an interview with Pasolini done on the set of Salò in 1975. The documentary also included photographs taken on the set of the film. Notes References Works cited Further reading Gary Indiana. Salò o le 120 giornate di Sodoma. London: British Film Institute, 2000. Jack Fritscher. "Toward an Understanding of Salo", Drummer, 20, January 1978, pp, 66–67, reprinted in Jack Fritscher, Mapplethorpe, Assault with a Deadly Camera, Palm Drive Publishing, 1988, ; reprinted with historical introduction in Jack Fritscher, Gay San Francisco: Eyewitness Drummer, Palm Drive Publishing 2008, , pp. 619–642. Essential bibliography Roland Barthes. Sade/Fourier/Loyola. Trans. Richard Miller. Baltimore, Maryland: Johns Hopkins University Press, 1997. Maurice Blanchot. Lautréamont and Sade. Trans. Stuart Kendell and Michelle Kendell. Stanford, California: Stanford University Press, 2004. Simone de Beauvoir. Must We Burn Sade? Trans. Annette Michelson. In Donatien Alphonse François Marquis de Sade, The 120 Days of Sodom and Other Writings, trans. and eds. Austryn Wainhouse and Richard Seaver. New York City: Grove Press, 1966, pp. 3–64. Pierre Klossowski. Sade My Neighbor. Trans. Alphonso Lingis. Evanston, Illinois: Northwestern University Press, 1991. Philippe Sollers. Writing and the Experience of Limits. Trans. and eds. Philip Bernard and David Hayman. New York City: Columbia University Press, 1983. External links Salò an essay by John Powers at the Criterion Collection Films originally rejected by the British Board of Film Classification 1975 films 1975 horror films 1975 drama films 1975 LGBT-related films 1970s political films 1970s war films Italian films Italian drama films Italian LGBT-related films Italian political films Italian war films French films French drama films French LGBT-related films French political films Italian-language films French-language films German-language films Adultery in films Films about anti-fascism Bisexuality-related films Cross-dressing in film Films about child sexual abuse Films about fascists Films about pedophilia Films about prostitution in Italy Films about race and ethnicity Films about rape Films about Catholicism Films based on French novels Films based on Inferno (Dante) Films based on works by the Marquis de Sade Films directed by Pier Paolo Pasolini Films produced by Alberto Grimaldi Films scored by Ennio Morricone Films set in 1943 Films set in 1944 Films shot in Italy Films set in Lombardy Films shot in Rome Incest in film Lesbian-related films LGBT-related drama films Obscenity controversies in film Same-sex marriage in film Torture in films United Artists films Films about philosophy Hell in popular culture Matricide in fiction Nudity in film Films based on multiple works Films shot at Cinecittà Studios French World War II films Italian World War II films
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Steve Lacy (born Steven Norman Lackritz; July 23, 1934 – June 4, 2004) was an American jazz saxophonist and composer recognized as one of the important players of soprano saxophone. Coming to prominence in the 1950s as a progressive dixieland musician, Lacy went on to a long and prolific career. He worked extensively in experimental jazz and to a lesser extent in free improvisation, but Lacy's music was typically melodic and tightly-structured. Lacy also became a highly distinctive composer, with compositions often built out of little more than a single questioning phrase, repeated several times. The music of Thelonious Monk became a permanent part of Lacy's repertoire after a stint in the pianist's band, with Monk's songs appearing on virtually every Lacy album and concert program; Lacy often partnered with trombonist Roswell Rudd in exploring Monk's work. Beyond Monk, Lacy performed the work of jazz composers such as Charles Mingus, Duke Ellington and Herbie Nichols; unlike many jazz musicians he rarely played standard popular or show tunes. Early life and career Lacy began his career at sixteen playing Dixieland music with much older musicians such as Henry "Red" Allen, Pee Wee Russell, George "Pops" Foster and Zutty Singleton and then with Kansas City jazz players like Buck Clayton, Dicky Wells, and Jimmy Rushing. He then became involved with the avant-garde, performing on Jazz Advance (1956), the debut album of Cecil Taylor, and appearing with Taylor's groundbreaking quartet at the 1957 Newport Jazz Festival; he also made a notable appearance on an early Gil Evans album. His most enduring relationship, however, was with the music of Thelonious Monk: he recorded the first album to feature only Monk compositions (Reflections, Prestige, 1958) and briefly played in Monk's band in 1960 and later on Monk's Big Band and Quartet in Concert album (Columbia, 1963). Europe and sextet Lacy's first visit to Europe came in 1965, with a visit to Copenhagen in the company of Kenny Drew; he went to Italy and formed a quartet with Italian trumpeter Enrico Rava and the South African musicians Johnny Dyani and Louis Moholo (their visit to Buenos Aires is documented on The Forest and the Zoo, ESP, 1967). After a brief return to New York, he returned to Italy, then in 1970 moved to Paris, where he lived until the last two years of his life. He became a widely respected figure on the European jazz scene, though he remained less well known in the U.S. The core of Lacy's activities from the 1970s to the 1990s was his sextet: his wife, singer/violinist Irene Aebi, soprano/alto saxophonist Steve Potts, pianist Bobby Few, bassist Jean-Jacques Avenel, and drummer Oliver Johnson (later John Betsch). Sometimes this group was scaled up to a large ensemble (e.g. Vespers, Soul Note, 1993, which added Ricky Ford on tenor sax and Tom Varner on French horn), sometimes pared down to a quartet, trio, or even a two-saxophone duo. He played duos with pianist Eric Watson. Lacy also, beginning in the 1970s, became a specialist in solo saxophone; he ranks with Sonny Rollins, Anthony Braxton, Evan Parker, and Lol Coxhill in the development of this demanding form of improvisation. Lacy was interested in all the arts: the visual arts and poetry in particular became important sources for him. Collaborating with painters and dancers in multimedia projects, he made musical settings of his favourite writers: Robert Creeley, Samuel Beckett, Tom Raworth, Taslima Nasrin, Herman Melville, Brion Gysin and other Beat writers, including settings for the Tao Te Ching and haiku poetry. As Creeley noted in the Poetry Project Newsletter, "There’s no way simply to make clear how particular Steve Lacy was to poets or how much he can now teach them by fact of his own practice and example. No one was ever more generous or perceptive." Later career In 1992, he was the recipient of a MacArthur Fellowship (nicknamed the "genius grant"). He also collaborated with a wide range of musicians, from traditional jazz to the avant-garde to contemporary classical music. Outside of his regular sextet, his most regular collaborator was pianist Mal Waldron, with whom he recorded a number of duet albums (notably Sempre Amore, a collection of Ellington/Strayhorn material, Soul Note, 1987). Lacy played his 'farewell concerts to Europe' in Belgium, in duo and solo, for a small but motivated public. This happened in Brussels, Antwerp, Ghent, Bruges and Mons. In duo he played with Fred Van Hove, Joëlle Léandre, Mikhail Bezverkhni, Irene Aibe, Frederic Rzewski and the dancer Shiro Daimon. This recollection is published by Naked Music, Afkikker, Ghent. In Ghent he played with the classical violinist Mikhail Bezverkhni, winner of Queen Elisabeth Concours. Two of these concerts were organized by Rita De Vuyst, his last muse in Europe, to whom he dedicated his solo CD Mother Goose solo @ afkikker. This CD is published within the book, Bone, a tribute to Lacy. He returned to the United States in 2002, where he began teaching at the New England Conservatory of Music in Boston, Massachusetts. One of his last public performances was in front of 25,000 people at the close of a peace rally on Boston Common in March 2003, shortly before the US-led invasion of Iraq. After Lacy was diagnosed with liver cancer in August 2003, he continued playing and teaching until weeks before his death on June 4, 2004 at the age of 69. Discography As leader/co-leader Soprano Sax (Prestige, 1957) Reflections (Prestige, 1959) – recorded in 1958 The Straight Horn of Steve Lacy (Candid, 1961) – recorded in 1960 Evidence (New Jazz, 1962) – recorded in 1961 Disposability (Vik, 1965) Jazz Realities (Fontana, 1966) with Carla Bley and Michael Mantler Sortie (GTA, 1966) The Forest and the Zoo (ESP-Disk, 1967) – recorded in 1966 Roba, as Steve Lacy Gang (Saravah, 1969) Moon (BYG Actuel, 1969) Epistrophy (BYG Actuel, 1969) Wordless (Futura, 1971) Lapis (Saravah, 1971) The Gap (America, 1972) Live in Lisbon: Estilhacos (Guilda Da Música, 1972) Flaps, with Franz Koglmann (Pipe, 1973) Solo - Théâtre Du Chêne Noir (Emanem, 1974) – recorded in 1972 Weal & Woe (Emanem, 1974) – recorded in 1972-73 Scraps (Saravah, 1974) Flakes (RCA, 1974) Saxophone Special (Emanem, 1974) School Days with Roswell Rudd (Emanem, 1975) – recorded in 1963 The Crust (Emanem, 1975) – recorded in 1973 Straws (strange days, 1975) The Crust ((Emanem, 1975) Dreams (Saravah, 1975) Stalks (Nippon Columbia, 1975) Solo at Mandara (ALM, 1975) Axieme (Red, 1975) Stabs (FMP, 1975) Clangs, with Andrea Centazzo (Ictus, 1976) Trickles (Black Saint, 1976) Sidelines (1977, Improvising Artists) Company, vol. 4, with Derek Bailey (1976) Trio Live (Ictus, 1976) Distant Voices with Masayuki Takayanagi and Takehisa Kosugi (Nippon Columbia, 1976) – recorded in 1975 The Wire (Denon Jazz, 1977) – recorded in 1975 Raps (Adelphi, 1977) Threads (1977, Horo) Catch (Horo, 1977) The Owl (Saravah, 1977) Shots (Musica, 1977) Lumps, with Michel Waisvisz, Han Bennink, Maarten van Regteren Altena (Instant Composers Pool, 1978) – recorded in 1974 Follies (FMP, 1978) – recorded in 1977 Clinkers (HatHut, 1978) – recorded in 1977-78 Stamps (HatHut, 1979) – recorded in 1977-78 Points (Le Chant Du Monde, 1978) Crops & The Woe (Quark Records & Books, 1979) – recorded in 1973-76 Torments (Morgue, 1979) – recorded in 1975 Eronel (1979, Horo) Troubles (Black Saint, 1979) Duet, with Walter Zuber Armstrong (World Artists, 1979) The Way (hat Hut, 1980) – recorded in 1979 Call Notes, with Walter Zuber Armstrong (World Artists, 1980) – recorded in 1979 Capers (hat Hut, 1981) - also released as N.Y.Capers and N.Y. Capers & Quirks – recorded in 1979 Tips (hat Hut, 1981) Songs (hat ART, 1981) with Brion Gysin Ballets (ha Hut, 1982) The Flame (Black Saint, 1982) Prospectus (hat ART, 1983) – recorded in 1982 Regeneration, with Roswell Rudd, Misha Mengelberg et al. – (1983) Change of Season, with Misha Mengelberg, Han Bennink et al. – (1984) Blinks (hat ART, 1984) Futurities (Hat Hut, 1985) The Condor (Soul Note, 1986) – recorded in 1985 Chirps (FMP, 1986) – recorded in 1985 Outings (Ismez, 1986) Hocus-Pocus (Les Disques Du Crépuscule, 1986) Solo (Egg Farm, 1986) Deadline (Sound Aspects, 1987) with Ulrich Gumpert – recorded in 1985 Only Monk (Soul Note, 1987) – recorded in 1985 The Kiss (Lunatic, 1987) One Fell Swoop (Silkheart, 1987) The Gleam (Silkheart, 1987) Dutch Masters, with Misha Mengelberg, Han Bennink, George E. Lewis, Ernst Reijseger (1987) Explorations, with Subroto Roy Chowdury (Jazzpoint, 1987) Momentum (RCA Novus, 1987) The Window (RCA Novus, 1988) – recorded in 1987 Live in Budapest (West Wind, 1988) with Steve Potts – recorded in 1987 Image (Ah Um, 1989) – recorded in 1987 The Amiens Concert (Amiens, 1987) with Eric Watson and John Lindberg Paris Blues with Gil Evans (Owl, 1987) The Door (RCA Novus, 1989) Morning Joy (hat ART, 1990) – recorded in 1986 Anthem (RCA Novus, 1990) Rushes: Ten Songs from Russia (New Sound Planet, 1990) Steve Lacy Solo (In Situ, 1991) – recorded in 1985 Flim-Flam (hat ART, 1991) with Steve Potts – recorded in 1986 More Monk (Soul Note, 1991) – recorded in 1989 Itinerary (hat ART, 1991) Remains (hat ART, 1992) Live at Sweet Basil (RCA Novus, 1992) Spirit of Mingus (Freelance, 1992) Clangs (hat ART, 1993) We See (hat ART, 1993) Revenue (Soul Note, 1993) Vespers (Soul Note, 1993) Three Blokes (FMP, 1994) with Evan Parker and Lol Coxhill – recorded in 1992 The Rendezvous (Exit, 1995) with Barry Wedgle – recorded in 1994 Packet (New Albion, 1995) with Irene Aebi, Frederic Rzewski Actuality (Cavity Search, 1995) Eternal Duo '95 (Take One, 1996) with Masahiko Togashi – recorded in 1995 Blues for Aida (Egg Farm, 1996) – recorded in 1995 Bye-Ya (Freelance, 1996) Five Facings (FMP, 1996) 5 x Monk 5 x Lacy (Silkheart, 1997) Live at Unity Temple (Wobbly Rail, 1998) – recorded in 1997 The Rent (Cavity Search, 1999) – recorded in 1997 Sands (Tzadik, 1998) The Joan Miró Foundation Concert (Nova Era, 1999) with Irene Aebi – recorded in 1995 The Cry (Soul Note, 1999) – recorded in 1988 Hooky (Emanem, 2000) – recorded in 1976 Monk's Dream (Verve, 2000) – recorded in 1999 Snips (2000) Opium for Franz, with Bill Dixon, Franz Koglmann (Between The Lines, 2001) – recorded in 1973-76 Best Wishes: Live At The Labirinti Sonori Festival 2001 (Labirinti Sonori, 2001) 10 of Dukes & 6 Originals (Senators, 2002) – recorded in 2000 Apices (Studio Songs, 2002) with Masahiko Togashi and Masahiko Satoh – recorded in 2000 The Holy La (Free Lance, 2002) – recorded in 1998 & 2001 Mother Goose, solo@afkikker in Bone: a tribute to Steve Lacy (Gent, 2003) - CD attached in book. recorded in 2001. Materioso (Monk's Moods) (Onyx JazzClub, 2003) – recorded in 2001 The Beat Suite (Universal Music Jazz France, 2003) Work (Sawano, 2003) with Anthony Cox、Daniel Humair – recorded in 2002 New Jazz Meeting Baden-Baden 2002 (hatOLOGY, 2003) – recorded in 2002 The Complete Whitey Mitchell Sessions (Lone Hill Jazz, 2004) – recorded in 1956 Leaves Blossoms (Naked Music, 2005) – recorded in 2002 One More Time (Leo, 2005) with Joëlle Léandre – recorded in 2002 Tao with Andrea Centazzo (Ictus, 2006) – recorded in 1976-84 Early and Late, with Roswell Rudd (Cuneiform, 2007) – recorded in 1962, 1999, 2002 November (Intakt, 2010) – recorded in 2003 Last Tour (Emanem, 2015) – recorded in 2004 Compilations Scratching the Seventies/Dreams (Saravah, 1996) Associates (Musica Jazz, 1996) The Sun (Emanem, 2012) Avignon And After Volume 1 (Emanem, 2012) Avignon And After Volume 2 (Emanem, 2014) Blossoms, farewell concerts to Europe, Naked Music, Afkikker With Mal Waldron Journey Without End (RCA Victor, 1971) Mal Waldron with the Steve Lacy Quintet (America, 1972) Hard Talk (Enja, 1974) One-Upmanship (Enja, 1977) Moods (Enja, 1978) Sempre Amore (Soul Note, 1987) – recorded in 1986 The Super Quartet Live at Sweet Basil (Paddle Wheel, 1987) Hot House (RCA Novus, 1991) – recorded in 1990 I Remember Thelonious (Nel Jazz, 1996) – recorded in 1992 Let's Call This... Esteem (1993) Communiqué (1997) One More Time (2002) Live at Dreher, Paris 1981 (hatOLOGY, 2003) – compilation Live at Dreher, Paris 1981, Round Midnight Vol. 1 (hat ART, 1996) Live at Dreher, Paris 1981, The Peak Vol. 2 (hat ART, 1996) Japan Dream (2004) At the Bimhuis 1982 (2006) As sideman Dick Sutton – Jazz Idiom (1954) Dick Sutton Sextet – Progressive Dixieland (1954) Tom Stewart – Quintet/Sextet (1956) Whitey Mitchell Sextette – Whitey Mitchell Sextette (1956) Joe Puma – Modern Jazz Sampler (1956) Cecil Taylor – Jazz Advance (1956) Gil Evans – Gil Evans & Ten (1957) Cecil Taylor – At Newport (1958) Gil Evans – Great Jazz Standards (1959) Miles Davis – At Carnegie Hall (1961) Miles Davis – Quiet Nights (1963) Thelonious Monk – Big Band and Quartet in Concert (1964) Bobby Hackett – Hello Louis (1964) Gil Evans – The Individualism of Gil Evans (1964) Kenny Burrell – Guitar Forms (1965) Jazz Composers Orchestra – Communication (1965) Giorgio Gaslini – Nuovi Sentimenti (1966) Gary Burton – A Genuine Tong Funeral (1967) Max Roach – Sounds as a Roach (1968) Giorgio Gaslini – Il Grido: Big Band Live (1968) Giovanni Tommaso – Indefinitive Atmosphere (1969) Giovanni Tommaso – The Healthy Food Band (1970) Alan Silva – Seasons-Stereophonic-Pictures (1970) Giorgio Gaslini & Jean-Luc Ponty – Fabbrica Occupata (1973) Maria Monti – Il Bestiario (1974) Globe Unity Special – Evidence, vol.1 (1975) Globe Unity Special – Into the Valley, vol.2 (1975) Roswell Rudd – Blown Bone (1976) Area – Maledetti (1976) Area – Event '76 (1976) Musica Elettronica Viva – United Patchwork (Horo, 1977) Kenny Davern – Unexpected (Kharma, 1978) Gil Evans – Parabola (Horo, 1979) Laboratorio della Quercia – Laboratorio della Quercia del Tasso (Horo, 1978) Globe Unity Orchestra – Compositions ((Japo, 1980) V.A. – Amarcord Nino Rota (Corbett Vs. Dempsey, 1980) Tiziana Ghiglioni – Somebody Special (Soul Note, 1986) Company – Company, vol. 5, 6, 7 (Incus, 1991) – recorded in 1977 V.A. – Interpretations Of Monk'' (DIW, 1994) – recorded in 1981 References External links Discography 1934 births 2004 deaths MacArthur Fellows Avant-garde jazz musicians Dixieland jazz musicians American jazz soprano saxophonists American male saxophonists Jazz soprano saxophonists Deaths from cancer in Massachusetts Candid Records artists BYG Actuel artists ESP-Disk artists Novus Records artists Verve Records artists Tzadik Records artists Prestige Records artists RCA Records artists Cavity Search Records artists 20th-century American musicians 20th-century saxophonists American male jazz musicians Globe Unity Orchestra members Black Lion Records artists Improvising Artists Records artists FMP/Free Music Production artists Sunnyside Records artists 20th-century American male musicians Intakt Records artists Jewish jazz musicians
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Superconducting magnetic energy storage (SMES) systems store energy in the magnetic field created by the flow of direct current in a superconducting coil which has been cryogenically cooled to a temperature below its superconducting critical temperature. A typical SMES system includes three parts: superconducting coil, power conditioning system and cryogenically cooled refrigerator. Once the superconducting coil is charged, the current will not decay and the magnetic energy can be stored indefinitely. The stored energy can be released back to the network by discharging the coil. The power conditioning system uses an inverter/rectifier to transform alternating current (AC) power to direct current or convert DC back to AC power. The inverter/rectifier accounts for about 2–3% energy loss in each direction. SMES loses the least amount of electricity in the energy storage process compared to other methods of storing energy. SMES systems are highly efficient; the round-trip efficiency is greater than 95%. Due to the energy requirements of refrigeration and the high cost of superconducting wire, SMES is currently used for short duration energy storage. Therefore, SMES is most commonly devoted to improving power quality. Advantages over other energy storage methods There are several reasons for using superconducting magnetic energy storage instead of other energy storage methods. The most important advantage of SMES is that the time delay during charge and discharge is quite short. Power is available almost instantaneously and very high power output can be provided for a brief period of time. Other energy storage methods, such as pumped hydro or compressed air, have a substantial time delay associated with the energy conversion of stored mechanical energy back into electricity. Thus if demand is immediate, SMES is a viable option. Another advantage is that the loss of power is less than other storage methods because electric currents encounter almost no resistance. Additionally the main parts in a SMES are motionless, which results in high reliability. Current use There are several small SMES units available for commercial use and several larger test bed projects. Several 1 MW·h units are used for power quality control in installations around the world, especially to provide power quality at manufacturing plants requiring ultra-clean power, such as microchip fabrication facilities. These facilities have also been used to provide grid stability in distribution systems. SMES is also used in utility applications. In northern Wisconsin, a string of distributed SMES units were deployed to enhance stability of a transmission loop. The transmission line is subject to large, sudden load changes due to the operation of a paper mill, with the potential for uncontrolled fluctuations and voltage collapse. The Engineering Test Model is a large SMES with a capacity of approximately 20 MW·h, capable of providing 40 MW of power for 30 minutes or 10 MW of power for 2 hours. System architecture A SMES system typically consists of four parts Superconducting magnet and supporting structure This system includes the superconducting coil, a magnet and the coil protection. Here the energy is stored by disconnecting the coil from the larger system and then using electromagnetic induction from the magnet to induce a current in the superconducting coil. This coil then preserves the current until the coil is reconnected to the larger system, after which the coil partly or fully discharges. Refrigeration system The refrigeration system maintains the superconducting state of the coil by cooling the coil to the operating temperature. Power conditioning system The power conditioning system typically contains a power conversion system that converts DC to AC current and the other way around. Control system The control system monitors the power demand of the grid and controls the power flow from and to the coil. The control system also manages the condition of the SMES coil by controlling the refrigerator. Working principle As a consequence of Faraday’s law of induction, any loop of wire that generates a changing magnetic field in time, also generates an electric field. This process takes energy out of the wire through the electromotive force (EMF). EMF is defined as electromagnetic work done on a unit charge when it has traveled one round of a conductive loop. The energy could now be seen as stored in the electric field. This process uses energy from the wire with power equal to the electric potential times the total charge divided by time. Where Ɛ is the voltage or EMF. By defining the power we can calculate the work which is needed to create such an electric field. Due to energy conservation this amount of work also has to be equal to the energy stored in the field. This formula can be rewritten in the easier to measure variable of electric current by the substitution. Where I is the electric current in Ampere. The EMF Ɛ is an inductance and can thus be rewritten as: Substitution now gives: Where L is just a linearity constant called the inductance measured in Henry. Now that the power is found, all that is left to do is fill in the work equation to find the work. As said earlier the work has to be equal to the energy stored in the field. This entire calculation is based on a single looped wire. For wires which are looped multiple times the Induction L increases, as L is simply defined as the ratio between the voltage and rate of change of the current. In conclusion the stored energy in the coil is equal to: Where E = energy measured in joules L = inductance measured in henries I = current measured in amperes Now let's consider a cylindrical coil with conductors of a rectangular cross section. The mean radius of coil is R. a and b are width and depth of the conductor. f is called form function which is different for different shapes of coil. ξ (xi) and δ (delta) are two parameters to characterize the dimensions of the coil. We can therefore write the magnetic energy stored in such a cylindrical coil as shown below. This energy is a function of coil dimensions, number of turns and carrying current. Where E = energy measured in joules I = current measured in amperes f(ξ,δ) = form function, joules per ampere-meter N = number of turns of coil Solenoid versus toroid Besides the properties of the wire, the configuration of the coil itself is an important issue from a mechanical engineering aspect. There are three factors which affect the design and the shape of the coil - they are: Inferior strain tolerance, thermal contraction upon cooling and Lorentz forces in a charged coil. Among them, the strain tolerance is crucial not because of any electrical effect, but because it determines how much structural material is needed to keep the SMES from breaking. For small SMES systems, the optimistic value of 0.3% strain tolerance is selected. Toroidal geometry can help to lessen the external magnetic forces and therefore reduces the size of mechanical support needed. Also, due to the low external magnetic field, toroidal SMES can be located near a utility or customer load. For small SMES, solenoids are usually used because they are easy to coil and no pre-compression is needed. In toroidal SMES, the coil is always under compression by the outer hoops and two disks, one of which is on the top and the other is on the bottom to avoid breakage. Currently, there is little need for toroidal geometry for small SMES, but as the size increases, mechanical forces become more important and the toroidal coil is needed. The older large SMES concepts usually featured a low aspect ratio solenoid approximately 100 m in diameter buried in earth. At the low extreme of size is the concept of micro-SMES solenoids, for energy storage range near 1 MJ. Low-temperature versus high-temperature superconductors Under steady state conditions and in the superconducting state, the coil resistance is negligible. However, the refrigerator necessary to keep the superconductor cool requires electric power and this refrigeration energy must be considered when evaluating the efficiency of SMES as an energy storage device. Although high-temperature superconductors (HTS) have higher critical temperature, flux lattice melting takes place in moderate magnetic fields around a temperature lower than this critical temperature. The heat loads that must be removed by the cooling system include conduction through the support system, radiation from warmer to colder surfaces, AC losses in the conductor (during charge and discharge), and losses from the cold–to-warm power leads that connect the cold coil to the power conditioning system. Conduction and radiation losses are minimized by proper design of thermal surfaces. Lead losses can be minimized by good design of the leads. AC losses depend on the design of the conductor, the duty cycle of the device and the power rating. The refrigeration requirements for HTSC and low-temperature superconductor (LTSC) toroidal coils for the baseline temperatures of 77 K, 20 K, and 4.2 K, increases in that order. The refrigeration requirements here is defined as electrical power to operate the refrigeration system. As the stored energy increases by a factor of 100, refrigeration cost only goes up by a factor of 20. Also, the savings in refrigeration for an HTSC system is larger (by 60% to 70%) than for an LTSC systems. Cost Whether HTSC or LTSC systems are more economical depends because there are other major components determining the cost of SMES: Conductor consisting of superconductor and copper stabilizer and cold support are major costs in themselves. They must be judged with the overall efficiency and cost of the device. Other components, such as vacuum vessel insulation, has been shown to be a small part compared to the large coil cost. The combined costs of conductors, structure and refrigerator for toroidal coils are dominated by the cost of the superconductor. The same trend is true for solenoid coils. HTSC coils cost more than LTSC coils by a factor of 2 to 4. We expect to see a cheaper cost for HTSC due to lower refrigeration requirements but this is not the case. To gain some insight into costs consider a breakdown by major components of both HTSC and LTSC coils corresponding to three typical stored energy levels, 2, 20 and 200 MW·h. The conductor cost dominates the three costs for all HTSC cases and is particularly important at small sizes. The principal reason lies in the comparative current density of LTSC and HTSC materials. The critical current of HTSC wire is lower than LTSC wire generally in the operating magnetic field, about 5 to 10 teslas (T). Assume the wire costs are the same by weight. Because HTSC wire has lower (Jc) value than LTSC wire, it will take much more wire to create the same inductance. Therefore, the cost of wire is much higher than LTSC wire. Also, as the SMES size goes up from 2 to 20 to 200 MW·h, the LTSC conductor cost also goes up about a factor of 10 at each step. The HTSC conductor cost rises a little slower but is still by far the costliest item. The structure costs of either HTSC or LTSC go up uniformly (a factor of 10) with each step from 2 to 20 to 200 MW·h. But HTSC structure cost is higher because the strain tolerance of the HTSC (ceramics cannot carry much tensile load) is less than LTSC, such as Nb3Ti or Nb3Sn, which demands more structure materials. Thus, in the very large cases, the HTSC cost can not be offset by simply reducing the coil size at a higher magnetic field. It is worth noting here that the refrigerator cost in all cases is so small that there is very little percentage savings associated with reduced refrigeration demands at high temperature. This means that if a HTSC, BSCCO for instance, works better at a low temperature, say 20K, it will certainly be operated there. For very small SMES, the reduced refrigerator cost will have a more significant positive impact. Clearly, the volume of superconducting coils increases with the stored energy. Also, we can see that the LTSC torus maximum diameter is always smaller for a HTSC magnet than LTSC due to higher magnetic field operation. In the case of solenoid coils, the height or length is also smaller for HTSC coils, but still much higher than in a toroidal geometry (due to low external magnetic field). An increase in peak magnetic field yields a reduction in both volume (higher energy density) and cost (reduced conductor length). Smaller volume means higher energy density and cost is reduced due to the decrease of the conductor length. There is an optimum value of the peak magnetic field, about 7 T in this case. If the field is increased past the optimum, further volume reductions are possible with minimal increase in cost. The limit to which the field can be increased is usually not economic but physical and it relates to the impossibility of bringing the inner legs of the toroid any closer together and still leave room for the bucking cylinder. The superconductor material is a key issue for SMES. Superconductor development efforts focus on increasing Jc and strain range and on reducing the wire manufacturing cost. Applications The energy density, efficiency and the high discharge rate make SMES useful systems to incorporate into modern energy grids and green energy initiatives. The SMES system's uses can be categorized into three categories: power supply systems, control systems and emergency/contingency systems. FACTS FACTS (flexible AC transmission system) devices are static devices which can be installed in electricity grids. These devices are used to enhance the controllability and power transfer capability of an electric power grid. The application of SMES in FACTS devices was the first application of SMES systems. The first realization of SMES using FACTS devices were installed by the Bonneville power authority in 1980. This system utilizes SMES systems to damp the low frequencies, which contributes to the stabilization of the power grid. In 2000, SMES based FACTS systems were introduced at key points in the northern Winston power grid to enhance the stability of the grid. Load leveling The use of electric power requires a stable energy supply that delivers a constant power. This stability is dependent on the amount of power used and the amount of power created. The power usage varies throughout the day, and also varies during the seasons. SMES systems can be used to store energy when the generated power is higher than the demand/Load, and release power when the load is higher than the generated power. Thereby compensating for power fluctuations. Using these systems makes it possible for conventional generating units to operate at a constant output which is more efficient and convenient. However, when the power imbalance between supply and demand lasts for a long time, the SMES may get completely discharged. Load frequency control When the load does not meet the generated power output, due to a load perturbation, this can cause the load to be larger than the rated power output of the generators. This for example can happen when wind generators don’t spin due to a sudden lack of wind. This load perturbation can cause a load frequency control problem. This problem can be amplified in DFIG-based wind power generators. This load disparity can be compensated by power output from SMES systems which store energy when the generation is larger than the load. SMES based load frequency control systems have the advantage of a fast response when compared to contemporary control systems. Uninterruptable power supplies Uninterruptible Power Supplies (UPS) are used to protect against power surges and shortfalls by supplying a continuous power supply. This compensation is done by switching from the failing power supply to a SMES systems which can almost instantaneously supply the necessary power to continue the operation of essential systems. The SMES based UPS are most useful in systems that need to be kept at certain critical loads. Circuit breaker reclosing When the power angle difference across a circuit breaker is too large, protective relays prevent the reclosing of the circuit breakers. SMES systems can be used in these situations to reduce the power angle difference across the circuit breaker. Thereby allowing the reclosing of the circuit breaker. These systems allow the quick restoration of system power after major transmission line outages. Spinning reserve Spinning reserve is the extra generating capacity that is available by increasing the power generation of systems that are connected to the grid. This capacity reserved by the system operator for the compensation of disruptions in the power grid. Due to the fast recharge times and fast alternating current to direct current conversion process of SMES systems, these systems can be used as a spinning reserve when a major grid of transmission line is out of service. SFCL Superconducting Fault Current Limiters (SFCL) are used to limit current under a fault in the grid. In this system a superconductor is quenched (raised in temperature) when a fault in the gridline is detected. By quenching the superconductor the resistance rises and the current is diverted to other grid lines. This is done without interrupting the larger grid. Once the fault is cleared, the SFCL temperature is lowered and becomes invisible to the larger grid. Electromagnetic launchers Electromagnetic launchers are electric projectile weapons that use a magnetic field to accelerate projectiles to a very high velocity. These launchers require high power pulse sources in order to work. These launchers can be realised by the use of the quick release capability and the high power density of the SMES system. Future developments for SMES systems Future developments in the components of SMES systems could make them more viable for other applications. Most notably the development of superconductors. Condensed matter physicists are always looking for superconductors with higher critical temperatures. In 2013 a group of researchers even found a superconductor that works at room temperature. This was stable for picoseconds, making it impractical but nevertheless proving that room temperature superconductivity is possible. The need for refrigeration is a cost. Eliminating that cost by the use of a room temperature superconductor or even a near room temperature superconductor would make the SMES system more viable and more efficient. The critical temperature of a superconductor also has a strong correlation with the critical current. A substance with a high critical temperature will also have a high critical current. This higher critical current will raise the energy storage exponentially. This will massively increase the use of a SMES system. Technical challenges The energy content of current SMES systems is usually quite small. Methods to increase the energy stored in SMES often resort to large-scale storage units. As with other superconducting applications, cryogenics are a necessity. A robust mechanical structure is usually required to contain the very large Lorentz forces generated by and on the magnet coils. The dominant cost for SMES is the superconductor, followed by the cooling system and the rest of the mechanical structure. Mechanical support Needed because of large Lorentz forces generated by the strong magnetic field acting on the coil, and the strong magnetic field generated by the coil on the larger structure. Size To achieve commercially useful levels of storage, around 5 GW·h (3.6 TJ), a SMES installation would need a loop of around 0.5 miles (800 m). This is traditionally pictured as a circle, though in practice it could be more like a rounded rectangle. In either case it would require access to a significant amount of land to house the installation. Manufacturing There are two manufacturing issues around SMES. The first is the fabrication of bulk cable suitable to carry the current. The HTSC superconducting materials found to date are relatively delicate ceramics, making it difficult to use established techniques to draw extended lengths of superconducting wire. Much research has focused on layer deposit techniques, applying a thin film of material onto a stable substrate, but this is currently only suitable for small-scale electrical circuits. Infrastructure The second problem is the infrastructure required for an installation. Until room-temperature superconductors are found, the 0.5 mile (800 m) loop of wire would have to be contained within a vacuum flask of liquid nitrogen. This in turn would require stable support, most commonly envisioned by burying the installation. Critical magnetic field Above a certain field strength, known as the critical field, the superconducting state is destroyed. This means that there exists a maximum charging rate for the superconducting material, given that the magnitude of the magnetic field determines the flux captured by the superconducting coil. Critical current In general power systems look to maximize the current they are able to handle. This makes any losses due to inefficiencies in the system relatively insignificant. Unfortunately, large currents may generate magnetic fields greater than the critical field due to Ampere's Law. Current materials struggle, therefore, to carry sufficient current to make a commercial storage facility economically viable. Several issues at the onset of the technology have hindered its proliferation: Expensive refrigeration units and high power cost to maintain operating temperatures Existence and continued development of adequate technologies using normal conductors These still pose problems for superconducting applications but are improving over time. Advances have been made in the performance of superconducting materials. Furthermore, the reliability and efficiency of refrigeration systems has improved significantly. Long precooling time At the moment it takes four months to cool the coil from room temperature to its operating temperature. This also means that the SMES takes equally long to return to operating temperature after maintenance and when restarting after operating failures. Protection Due to the large amount of energy stored, certain measures need to be taken to protect the coils from damage in the case of coil failure. The rapid release of energy in case of coil failure might damage surrounding systems. Some conceptual designs propose to incorporate a superconducting cable into the design with as goal the absorption of energy after coil failure. The system also needs to be kept in excellent electric isolation in order to prevent loss of energy. See also Grid energy storage United States Department of Energy International Energy Storage Database References Bibliography Sheahen, T., P. (1994). Introduction to High-Temperature Superconductivity. Plenum Press, New York. pp. 66, 76–78, 425–430, 433–446. El-Wakil, M., M. (1984). Powerplant Technology. McGraw-Hill, pp. 685–689, 691–695. Wolsky, A., M. (2002). The status and prospects for flywheels and SMES that incorporate HTS. Physica C 372–376, pp. 1,495–1,499. Further reading External links Cost Analysis of Energy Storage Systems for Electric Utility Applications Loyola SMES summary Superconductivity Energy storage
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Surrealism was a cultural movement that developed in Europe in the aftermath of World War I in which artists depicted unnerving, illogical scenes and developed techniques to allow the unconscious mind to express itself. Its aim was, according to leader André Breton, to "resolve the previously contradictory conditions of dream and reality into an absolute reality, a super-reality", or surreality. It produced works of painting, writing, theatre, filmmaking, photography, and other media. Works of Surrealism feature the element of surprise, unexpected juxtapositions and non sequitur. However, many Surrealist artists and writers regard their work as an expression of the philosophical movement first and foremost (for instance, of the "pure psychic automatism" Breton speaks of in the first Surrealist Manifesto), with the works themselves being secondary, i.e. artifacts of surrealist experimentation. Leader Breton was explicit in his assertion that Surrealism was, above all, a revolutionary movement. At the time, the movement was associated with political causes such as communism and anarchism. It was influenced by the Dada movement of the 1910s. The term "Surrealism" originated with Guillaume Apollinaire in 1917. However, the Surrealist movement was not officially established until after October 1924, when the Surrealist Manifesto published by French poet and critic André Breton succeeded in claiming the term for his group over a rival faction led by Yvan Goll, who had published his own surrealist manifesto two weeks prior. The most important center of the movement was Paris, France. From the 1920s onward, the movement spread around the globe, impacting the visual arts, literature, film, and music of many countries and languages, as well as political thought and practice, philosophy, and social theory. Founding of the movement The word 'surrealism' was first coined in March 1917 by Guillaume Apollinaire. He wrote in a letter to Paul Dermée: "All things considered, I think in fact it is better to adopt surrealism than supernaturalism, which I first used" [Tout bien examiné, je crois en effet qu'il vaut mieux adopter surréalisme que surnaturalisme que j'avais d'abord employé]. Apollinaire used the term in his program notes for Sergei Diaghilev's Ballets Russes, Parade, which premiered 18 May 1917. Parade had a one-act scenario by Jean Cocteau and was performed with music by Erik Satie. Cocteau described the ballet as "realistic". Apollinaire went further, describing Parade as "surrealistic": This new alliance—I say new, because until now scenery and costumes were linked only by factitious bonds—has given rise, in Parade, to a kind of surrealism, which I consider to be the point of departure for a whole series of manifestations of the New Spirit that is making itself felt today and that will certainly appeal to our best minds. We may expect it to bring about profound changes in our arts and manners through universal joyfulness, for it is only natural, after all, that they keep pace with scientific and industrial progress. (Apollinaire, 1917) The term was taken up again by Apollinaire, both as subtitle and in the preface to his play Les Mamelles de Tirésias: Drame surréaliste, which was written in 1903 and first performed in 1917. World War I scattered the writers and artists who had been based in Paris, and in the interim many became involved with Dada, believing that excessive rational thought and bourgeois values had brought the conflict of the war upon the world. The Dadaists protested with anti-art gatherings, performances, writings and art works. After the war, when they returned to Paris, the Dada activities continued. During the war, André Breton, who had trained in medicine and psychiatry, served in a neurological hospital where he used Sigmund Freud's psychoanalytic methods with soldiers suffering from shell-shock. Meeting the young writer Jacques Vaché, Breton felt that Vaché was the spiritual son of writer and pataphysics founder Alfred Jarry. He admired the young writer's anti-social attitude and disdain for established artistic tradition. Later Breton wrote, "In literature, I was successively taken with Rimbaud, with Jarry, with Apollinaire, with Nouveau, with Lautréamont, but it is Jacques Vaché to whom I owe the most." Back in Paris, Breton joined in Dada activities and started the literary journal Littérature along with Louis Aragon and Philippe Soupault. They began experimenting with automatic writing—spontaneously writing without censoring their thoughts—and published the writings, as well as accounts of dreams, in the magazine. Breton and Soupault continued writing evolving their techniques of automatism and published The Magnetic Fields (1920). By October 1924 two rival Surrealist groups had formed to publish a Surrealist Manifesto. Each claimed to be successors of a revolution launched by Appolinaire. One group, led by Yvan Goll consisted of Pierre Albert-Birot, Paul Dermée, Céline Arnauld, Francis Picabia, Tristan Tzara, Giuseppe Ungaretti, Pierre Reverdy, Marcel Arland, Joseph Delteil, Jean Painlevé and Robert Delaunay, among others. The group led by André Breton claimed that automatism was a better tactic for societal change than those of Dada, as led by Tzara, who was now among their rivals. Breton's group grew to include writers and artists from various media such as Paul Éluard, Benjamin Péret, René Crevel, Robert Desnos, Jacques Baron, Max Morise, Pierre Naville, Roger Vitrac, Gala Éluard, Max Ernst, Salvador Dalí, Luis Buñuel, Man Ray, Hans Arp, Georges Malkine, Michel Leiris, Georges Limbour, Antonin Artaud, Raymond Queneau, André Masson, Joan Miró, Marcel Duchamp, Jacques Prévert, and Yves Tanguy. As they developed their philosophy, they believed that Surrealism would advocate the idea that ordinary and depictive expressions are vital and important, but that the sense of their arrangement must be open to the full range of imagination according to the Hegelian Dialectic. They also looked to the Marxist dialectic and the work of such theorists as Walter Benjamin and Herbert Marcuse. Freud's work with free association, dream analysis, and the unconscious was of utmost importance to the Surrealists in developing methods to liberate imagination. They embraced idiosyncrasy, while rejecting the idea of an underlying madness. As Dalí later proclaimed, "There is only one difference between a madman and me. I am not mad." Beside the use of dream analysis, they emphasized that "one could combine inside the same frame, elements not normally found together to produce illogical and startling effects." Breton included the idea of the startling juxtapositions in his 1924 manifesto, taking it in turn from a 1918 essay by poet Pierre Reverdy, which said: "a juxtaposition of two more or less distant realities. The more the relationship between the two juxtaposed realities is distant and true, the stronger the image will be−the greater its emotional power and poetic reality." The group aimed to revolutionize human experience, in its personal, cultural, social, and political aspects. They wanted to free people from false rationality, and restrictive customs and structures. Breton proclaimed that the true aim of Surrealism was "long live the social revolution, and it alone!" To this goal, at various times Surrealists aligned with communism and anarchism. In 1924 two Surrealist factions declared their philosophy in two separate Surrealist Manifestos. That same year the Bureau of Surrealist Research was established, and began publishing the journal La Révolution surréaliste. Surrealist Manifestos Leading up to 1924, two rival surrealist groups had formed. Each group claimed to be successors of a revolution launched by Apollinaire. One group, led by Yvan Goll, consisted of Pierre Albert-Birot, Paul Dermée, Céline Arnauld, Francis Picabia, Tristan Tzara, Giuseppe Ungaretti, Pierre Reverdy, Marcel Arland, Joseph Delteil, Jean Painlevé and Robert Delaunay, among others. The other group, led by Breton, included Aragon, Desnos, Éluard, Baron, Crevel, Malkine, Jacques-André Boiffard and Jean Carrive, among others. Yvan Goll published the Manifeste du surréalisme, 1 October 1924, in his first and only issue of Surréalisme two weeks prior to the release of Breton's Manifeste du surréalisme, published by Éditions du Sagittaire, 15 October 1924. Goll and Breton clashed openly, at one point literally fighting, at the Comédie des Champs-Élysées, over the rights to the term Surrealism. In the end, Breton won the battle through tactical and numerical superiority. Though the quarrel over the anteriority of Surrealism concluded with the victory of Breton, the history of surrealism from that moment would remain marked by fractures, resignations, and resounding excommunications, with each surrealist having their own view of the issue and goals, and accepting more or less the definitions laid out by André Breton. Breton's 1924 Surrealist Manifesto defines the purposes of Surrealism. He included citations of the influences on Surrealism, examples of Surrealist works, and discussion of Surrealist automatism. He provided the following definitions: Expansion The movement in the mid-1920s was characterized by meetings in cafes where the Surrealists played collaborative drawing games, discussed the theories of Surrealism, and developed a variety of techniques such as automatic drawing. Breton initially doubted that visual arts could even be useful in the Surrealist movement since they appeared to be less malleable and open to chance and automatism. This caution was overcome by the discovery of such techniques as frottage, grattage and decalcomania. Soon more visual artists became involved, including Giorgio de Chirico, Max Ernst, Joan Miró, Francis Picabia, Yves Tanguy, Salvador Dalí, Luis Buñuel, Alberto Giacometti, Valentine Hugo, Méret Oppenheim, Toyen, Kansuke Yamamoto and later after the second war: Enrico Donati. Though Breton admired Pablo Picasso and Marcel Duchamp and courted them to join the movement, they remained peripheral. More writers also joined, including former Dadaist Tristan Tzara, René Char, and Georges Sadoul. In 1925 an autonomous Surrealist group formed in Brussels. The group included the musician, poet, and artist E. L. T. Mesens, painter and writer René Magritte, Paul Nougé, Marcel Lecomte, and André Souris. In 1927 they were joined by the writer Louis Scutenaire. They corresponded regularly with the Paris group, and in 1927 both Goemans and Magritte moved to Paris and frequented Breton's circle. The artists, with their roots in Dada and Cubism, the abstraction of Wassily Kandinsky, Expressionism, and Post-Impressionism, also reached to older "bloodlines" or proto-surrealists such as Hieronymus Bosch, and the so-called primitive and naive arts. André Masson's automatic drawings of 1923 are often used as the point of the acceptance of visual arts and the break from Dada, since they reflect the influence of the idea of the unconscious mind. Another example is Giacometti's 1925 Torso, which marked his movement to simplified forms and inspiration from preclassical sculpture. In the second the influence of Miró and the drawing style of Picasso is visible with the use of fluid curving and intersecting lines and colour, whereas the first takes a directness that would later be influential in movements such as Pop art. Giorgio de Chirico, and his previous development of metaphysical art, was one of the important joining figures between the philosophical and visual aspects of Surrealism. Between 1911 and 1917, he adopted an unornamented depictional style whose surface would be adopted by others later. The Red Tower (La tour rouge) from 1913 shows the stark colour contrasts and illustrative style later adopted by Surrealist painters. His 1914 The Nostalgia of the Poet (La Nostalgie du poète) has the figure turned away from the viewer, and the juxtaposition of a bust with glasses and a fish as a relief defies conventional explanation. He was also a writer whose novel Hebdomeros presents a series of dreamscapes with an unusual use of punctuation, syntax, and grammar designed to create an atmosphere and frame its images. His images, including set designs for the Ballets Russes, would create a decorative form of Surrealism, and he would be an influence on the two artists who would be even more closely associated with Surrealism in the public mind: Dalí and Magritte. He would, however, leave the Surrealist group in 1928. In 1924, Miró and Masson applied Surrealism to painting. The first Surrealist exhibition, La Peinture Surrealiste, was held at Galerie Pierre in Paris in 1925. It displayed works by Masson, Man Ray, Paul Klee, Miró, and others. The show confirmed that Surrealism had a component in the visual arts (though it had been initially debated whether this was possible), and techniques from Dada, such as photomontage, were used. The following year, on March 26, 1926 Galerie Surréaliste opened with an exhibition by Man Ray. Breton published Surrealism and Painting in 1928 which summarized the movement to that point, though he continued to update the work until the 1960s. Surrealist literature The first Surrealist work, according to leader Brêton, was Les Chants de Maldoror; and the first work written and published by his group of Surréalistes was Les Champs Magnétiques (May–June 1919). Littérature contained automatist works and accounts of dreams. The magazine and the portfolio both showed their disdain for literal meanings given to objects and focused rather on the undertones, the poetic undercurrents present. Not only did they give emphasis to the poetic undercurrents, but also to the connotations and the overtones which "exist in ambiguous relationships to the visual images" Because Surrealist writers seldom, if ever, appear to organize their thoughts and the images they present, some people find much of their work difficult to parse. This notion however is a superficial comprehension, prompted no doubt by Breton's initial emphasis on automatic writing as the main route toward a higher reality. But—as in Breton's case—much of what is presented as purely automatic is actually edited and very "thought out". Breton himself later admitted that automatic writing's centrality had been overstated, and other elements were introduced, especially as the growing involvement of visual artists in the movement forced the issue, since automatic painting required a rather more strenuous set of approaches. Thus such elements as collage were introduced, arising partly from an ideal of startling juxtapositions as revealed in Pierre Reverdy's poetry. And—as in Magritte's case (where there is no obvious recourse to either automatic techniques or collage)—the very notion of convulsive joining became a tool for revelation in and of itself. Surrealism was meant to be always in flux—to be more modern than modern—and so it was natural there should be a rapid shuffling of the philosophy as new challenges arose. Artists such as Max Ernst and his surrealist collages demonstrate this shift to a more modern art form that also comments on society. Surrealists revived interest in Isidore Ducasse, known by his pseudonym Comte de Lautréamont, and for the line "beautiful as the chance meeting on a dissecting table of a sewing machine and an umbrella", and Arthur Rimbaud, two late 19th-century writers believed to be the precursors of Surrealism. Examples of Surrealist literature are Artaud's Le Pèse-Nerfs (1926), Aragon's Irene's Cunt (1927), Péret's Death to the Pigs (1929), Crevel's Mr. Knife Miss Fork (1931), Sadegh Hedayat's the Blind Owl (1937), and Breton's Sur la route de San Romano (1948). La Révolution surréaliste continued publication into 1929 with most pages densely packed with columns of text, but which also included reproductions of art, among them works by de Chirico, Ernst, Masson, and Man Ray. Other works included books, poems, pamphlets, automatic texts and theoretical tracts. Surrealist films Early films by Surrealists include: Entr'acte by René Clair (1924) La Coquille et le clergyman by Germaine Dulac, scenario by Antonin Artaud (1928) L'Étoile de mer by Man Ray (1928) Un Chien Andalou by Luis Buñuel and Salvador Dalí (1929) L'Âge d'Or by Buñuel and Dalí (1930) Le sang d'un poète by Jean Cocteau (1930) Surrealist photography Famous Surrealist photographers are the American Man Ray, the French/Hungarian Brassaï, French Claude Cahun and the Dutch Emiel van Moerkerken. Surrealist theatre The word surrealist was first used by Apollinaire to describe his 1917 play Les Mamelles de Tirésias ("The Breasts of Tiresias"), which was later adapted into an opera by Francis Poulenc. Roger Vitrac's The Mysteries of Love (1927) and Victor, or The Children Take Over (1928) are often considered the best examples of Surrealist theatre, despite his expulsion from the movement in 1926. The plays were staged at the Theatre Alfred Jarry, the theatre Vitrac co-founded with Antonin Artaud, another early Surrealist who was expelled from the movement. Following his collaboration with Vitrac, Artaud would extend Surrealist thought through his theory of the Theatre of Cruelty. Artaud rejected the majority of Western theatre as a perversion of its original intent, which he felt should be a mystical, metaphysical experience. Instead, he envisioned a theatre that would be immediate and direct, linking the unconscious minds of performers and spectators in a sort of ritual event, Artaud created in which emotions, feelings, and the metaphysical were expressed not through language but physically, creating a mythological, archetypal, allegorical vision, closely related to the world of dreams. The Spanish playwright and director Federico García Lorca, also experimented with surrealism, particularly in his plays The Public (1930), When Five Years Pass (1931), and Play Without a Title (1935). Other surrealist plays include Aragon's Backs to the Wall (1925). Gertrude Stein's opera Doctor Faustus Lights the Lights (1938) has also been described as "American Surrealism", though it is also related to a theatrical form of cubism. Surrealist music In the 1920s several composers were influenced by Surrealism, or by individuals in the Surrealist movement. Among them were Bohuslav Martinů, André Souris, Erik Satie, Francis Poulenc, and Edgard Varèse, who stated that his work Arcana was drawn from a dream sequence. Souris in particular was associated with the movement: he had a long relationship with Magritte, and worked on Paul Nougé's publication Adieu Marie. Music by composers from across the twentieth century have been associated with surrealist principles, including Thomas Adès, Pierre Boulez, György Ligeti, Mauricio Kagel, and Olivier Messiaen. Germaine Tailleferre of the French group Les Six wrote several works which could be considered to be inspired by Surrealism, including the 1948 ballet Paris-Magie (scenario by Lise Deharme), the operas La Petite Sirène (book by Philippe Soupault) and Le Maître (book by Eugène Ionesco). Tailleferre also wrote popular songs to texts by Claude Marci, the wife of Henri Jeanson, whose portrait had been painted by Magritte in the 1930s. Even though Breton by 1946 responded rather negatively to the subject of music with his essay Silence is Golden, later Surrealists, such as Paul Garon, have been interested in—and found parallels to—Surrealism in the improvisation of jazz and the blues. Jazz and blues musicians have occasionally reciprocated this interest. For example, the 1976 World Surrealist Exhibition included performances by David "Honeyboy" Edwards. Surrealism and international politics Surrealism as a political force developed unevenly around the world: in some places more emphasis was on artistic practices, in other places on political practices, and in other places still, Surrealist praxis looked to supersede both the arts and politics. During the 1930s, the Surrealist idea spread from Europe to North America, South America (founding of the Mandrágora group in Chile in 1938), Central America, the Caribbean, and throughout Asia, as both an artistic idea and as an ideology of political change. Politically, Surrealism was Trotskyist, communist, or anarchist. The split from Dada has been characterised as a split between anarchists and communists, with the Surrealists as communist. Breton and his comrades supported Leon Trotsky and his International Left Opposition for a while, though there was an openness to anarchism that manifested more fully after World War II. Some Surrealists, such as Benjamin Péret, Mary Low, and Juan Breá, aligned with forms of left communism. When the Dutch surrealist photographer Emiel van Moerkerken came to Breton, he did not want to sign the manifesto because he was not a Trotskyist. For Breton being a communist was not enough. Breton denied Van Moerkerken's pictures for a publication afterwards. This caused a split in surrealism. Others fought for complete liberty from political ideologies, like Wolfgang Paalen, who, after Trotsky's assassination in Mexico, prepared a schism between art and politics through his counter-surrealist art-magazine DYN and so prepared the ground for the abstract expressionists. Dalí supported capitalism and the fascist dictatorship of Francisco Franco but cannot be said to represent a trend in Surrealism in this respect; in fact he was considered, by Breton and his associates, to have betrayed and left Surrealism. Benjamin Péret, Mary Low and Juan Breá joined the POUM during the Spanish Civil War. Breton's followers, along with the Communist Party, were working for the "liberation of man". However, Breton's group refused to prioritize the proletarian struggle over radical creation such that their struggles with the Party made the late 1920s a turbulent time for both. Many individuals closely associated with Breton, notably Aragon, left his group to work more closely with the Communists. Surrealists have often sought to link their efforts with political ideals and activities. In the Declaration of January 27, 1925, for example, members of the Paris-based Bureau of Surrealist Research (including Breton, Aragon and Artaud, as well as some two dozen others) declared their affinity for revolutionary politics. While this was initially a somewhat vague formulation, by the 1930s many Surrealists had strongly identified themselves with communism. The foremost document of this tendency within Surrealism is the Manifesto for a Free Revolutionary Art, published under the names of Breton and Diego Rivera, but actually co-authored by Breton and Leon Trotsky. However, in 1933 the Surrealists’ assertion that a 'proletarian literature' within a capitalist society was impossible led to their break with the Association des Ecrivains et Artistes Révolutionnaires, and the expulsion of Breton, Éluard and Crevel from the Communist Party. In 1925, the Paris Surrealist group and the extreme left of the French Communist Party came together to support Abd-el-Krim, leader of the Rif uprising against French colonialism in Morocco. In an open letter to writer and French ambassador to Japan, Paul Claudel, the Paris group announced: The anticolonial revolutionary and proletarian politics of "Murderous Humanitarianism" (1932) which was drafted mainly by Crevel, signed by Breton, Éluard, Péret, Tanguy, and the Martiniquan Surrealists Pierre Yoyotte and J.M. Monnerot perhaps makes it the original document of what is later called 'black Surrealism', although it is the contact between Aimé Césaire and Breton in the 1940s in Martinique that really lead to the communication of what is known as 'black Surrealism'. Anticolonial revolutionary writers in the Négritude movement of Martinique, a French colony at the time, took up Surrealism as a revolutionary method – a critique of European culture and a radical subjective. This linked with other Surrealists and was very important for the subsequent development of Surrealism as a revolutionary praxis. The journal Tropiques, featuring the work of Césaire along with Suzanne Césaire, René Ménil, Lucie Thésée, Aristide Maugée and others, was first published in 1941. In 1938 André Breton traveled with his wife, the painter Jacqueline Lamba, to Mexico to meet Trotsky (staying as the guest of Diego Rivera's former wife Guadalupe Marin), and there he met Frida Kahlo and saw her paintings for the first time. Breton declared Kahlo to be an "innate" Surrealist painter. Internal politics In 1929 the satellite group associated with the journal Le Grand Jeu, including Roger Gilbert-Lecomte, Maurice Henry and the Czech painter Josef Sima, was ostracized. Also in February, Breton asked Surrealists to assess their "degree of moral competence", and theoretical refinements included in the second manifeste du surréalisme excluded anyone reluctant to commit to collective action, a list which included Leiris, Limbour, Morise, Baron, Queneau, Prévert, Desnos, Masson and Boiffard. Excluded members launched a counterattack, sharply criticizing Breton in the pamphlet Un Cadavre, which featured a picture of Breton wearing a crown of thorns. The pamphlet drew upon an earlier act of subversion by likening Breton to Anatole France, whose unquestioned value Breton had challenged in 1924. The disunion of 1929–30 and the effects of Un Cadavre had very little negative impact upon Surrealism as Breton saw it, since core figures such as Aragon, Crevel, Dalí and Buñuel remained true to the idea of group action, at least for the time being. The success (or the controversy) of Dalí and Buñuel's film L'Age d'Or in December 1930 had a regenerative effect, drawing a number of new recruits, and encouraging countless new artistic works the following year and throughout the 1930s. Disgruntled surrealists moved to the periodical Documents, edited by Georges Bataille, whose anti-idealist materialism formed a hybrid Surrealism intending to expose the base instincts of humans. To the dismay of many, Documents fizzled out in 1931, just as Surrealism seemed to be gathering more steam. There were a number of reconciliations after this period of disunion, such as between Breton and Bataille, while Aragon left the group after committing himself to the French Communist Party in 1932. More members were ousted over the years for a variety of infractions, both political and personal, while others left in pursuit of their own style. By the end of World War II the surrealist group led by André Breton decided to explicitly embrace anarchism. In 1952 Breton wrote "It was in the black mirror of anarchism that surrealism first recognised itself." Breton was consistent in his support for the francophone Anarchist Federation and he continued to offer his solidarity after the Platformists supporting Fontenis transformed the FA into the Fédération Communiste Libertaire. He was one of the few intellectuals who continued to offer his support to the FCL during the Algerian war when the FCL suffered severe repression and was forced underground. He sheltered Fontenis whilst he was in hiding. He refused to take sides on the splits in the French anarchist movement and both he and Peret expressed solidarity as well with the new Fédération anarchiste set up by the synthesist anarchists and worked in the Antifascist Committees of the 60s alongside the FA. Golden age Throughout the 1930s, Surrealism continued to become more visible to the public at large. A Surrealist group developed in London and, according to Breton, their 1936 London International Surrealist Exhibition was a high-water mark of the period and became the model for international exhibitions. Another English Surrealist group developed in Birmingham, meanwhile, and was distinguished by its opposition to the London surrealists and preferences for surrealism's French heartland. The two groups would reconcile later in the decade. Dalí and Magritte created the most widely recognized images of the movement. Dalí joined the group in 1929, and participated in the rapid establishment of the visual style between 1930 and 1935. Surrealism as a visual movement had found a method: to expose psychological truth; stripping ordinary objects of their normal significance, to create a compelling image that was beyond ordinary formal organization, in order to evoke empathy from the viewer. 1931 was a year when several Surrealist painters produced works which marked turning points in their stylistic evolution: Magritte's Voice of Space (La Voix des airs) is an example of this process, where three large spheres representing bells hang above a landscape. Another Surrealist landscape from this same year is Yves Tanguy's Promontory Palace (Palais promontoire), with its molten forms and liquid shapes. Liquid shapes became the trademark of Dalí, particularly in his The Persistence of Memory, which features the image of watches that sag as if they were melting. The characteristics of this style—a combination of the depictive, the abstract, and the psychological—came to stand for the alienation which many people felt in the modern period, combined with the sense of reaching more deeply into the psyche, to be "made whole with one's individuality". Between 1930 and 1933, the Surrealist Group in Paris issued the periodical Le Surréalisme au service de la révolution as the successor of La Révolution surréaliste. From 1936 through 1938 Wolfgang Paalen, Gordon Onslow Ford, and Roberto Matta joined the group. Paalen contributed Fumage and Onslow Ford Coulage as new pictorial automatic techniques. Long after personal, political and professional tensions fragmented the Surrealist group, Magritte and Dalí continued to define a visual program in the arts. This program reached beyond painting, to encompass photography as well, as can be seen from a Man Ray self-portrait, whose use of assemblage influenced Robert Rauschenberg's collage boxes. During the 1930s Peggy Guggenheim, an important American art collector, married Max Ernst and began promoting work by other Surrealists such as Yves Tanguy and the British artist John Tunnard. Major exhibitions in the 1930s 1936 – London International Surrealist Exhibition is organised in London by the art historian Herbert Read, with an introduction by André Breton. 1936 – Museum of Modern Art in New York shows the exhibition Fantastic Art, Dada and Surrealism. 1938 – A new Exposition Internationale du Surréalisme was held at the Beaux-arts Gallery, Paris, with more than 60 artists from different countries, and showed around 300 paintings, objects, collages, photographs and installations. The Surrealists wanted to create an exhibition which in itself would be a creative act and called on Marcel Duchamp, Wolfgang Paalen, Man Ray and others to do so. At the exhibition's entrance Salvador Dalí placed his Rainy Taxi (an old taxi rigged to produce a steady drizzle of water down the inside of the windows, and a shark-headed creature in the driver's seat and a blond mannequin crawling with live snails in the back) greeted the patrons who were in full evening dress. Surrealist Street filled one side of the lobby with mannequins dressed by various Surrealists. Paalen and Duchamp designed the main hall to seem like cave with 1,200 coal bags suspended from the ceiling over a coal brazier with a single light bulb which provided the only lighting, as well as the floor covered with humid leaves and mud. The patrons were given flashlights with which to view the art. On the floor Wolfgang Paalen created a small lake with grasses and the aroma of roasting coffee filled the air. Much to the Surrealists' satisfaction the exhibition scandalized the viewers. World War II and the Post War period World War II created havoc not only for the general population of Europe but especially for the European artists and writers that opposed Fascism and Nazism. Many important artists fled to North America and relative safety in the United States. The art community in New York City in particular was already grappling with Surrealist ideas and several artists like Arshile Gorky, Jackson Pollock, and Robert Motherwell converged closely with the surrealist artists themselves, albeit with some suspicion and reservations. Ideas concerning the unconscious and dream imagery were quickly embraced. By the Second World War, the taste of the American avant-garde in New York swung decisively towards Abstract Expressionism with the support of key taste makers, including Peggy Guggenheim, Leo Steinberg and Clement Greenberg. However, it should not be easily forgotten that Abstract Expressionism itself grew directly out of the meeting of American (particularly New York) artists with European Surrealists self-exiled during World War II. In particular, Gorky and Paalen influenced the development of this American art form, which, as Surrealism did, celebrated the instantaneous human act as the well-spring of creativity. The early work of many Abstract Expressionists reveals a tight bond between the more superficial aspects of both movements, and the emergence (at a later date) of aspects of Dadaistic humor in such artists as Rauschenberg sheds an even starker light upon the connection. Up until the emergence of Pop Art, Surrealism can be seen to have been the single most important influence on the sudden growth in American arts, and even in Pop, some of the humor manifested in Surrealism can be found, often turned to a cultural criticism. The Second World War overshadowed, for a time, almost all intellectual and artistic production. In 1939 Wolfgang Paalen was the first to leave Paris for the New World as exile. After a long trip through the forests of British Columbia, he settled in Mexico and founded his influential art-magazine Dyn. In 1940 Yves Tanguy married American Surrealist painter Kay Sage. In 1941, Breton went to the United States, where he co-founded the short-lived magazine VVV with Max Ernst, Marcel Duchamp, and the American artist David Hare. However, it was the American poet, Charles Henri Ford, and his magazine View which offered Breton a channel for promoting Surrealism in the United States. The View special issue on Duchamp was crucial for the public understanding of Surrealism in America. It stressed his connections to Surrealist methods, offered interpretations of his work by Breton, as well as Breton's view that Duchamp represented the bridge between early modern movements, such as Futurism and Cubism, to Surrealism. Wolfgang Paalen left the group in 1942 due to political/philosophical differences with Breton. Though the war proved disruptive for Surrealism, the works continued. Many Surrealist artists continued to explore their vocabularies, including Magritte. Many members of the Surrealist movement continued to correspond and meet. While Dalí may have been excommunicated by Breton, he neither abandoned his themes from the 1930s, including references to the "persistence of time" in a later painting, nor did he become a depictive pompier. His classic period did not represent so sharp a break with the past as some descriptions of his work might portray, and some, such as André Thirion, argued that there were works of his after this period that continued to have some relevance for the movement. During the 1940s Surrealism's influence was also felt in England, America and the Netherlands where Gertrude Pape and her husband Theo van Baaren helped to popularize it in their publication The Clean Handkerchief. Mark Rothko took an interest in biomorphic figures, and in England Henry Moore, Lucian Freud, Francis Bacon and Paul Nash used or experimented with Surrealist techniques. However, Conroy Maddox, one of the first British Surrealists whose work in this genre dated from 1935, remained within the movement, and organized an exhibition of current Surrealist work in 1978 in response to an earlier show which infuriated him because it did not properly represent Surrealism. Maddox's exhibition, titled Surrealism Unlimited, was held in Paris and attracted international attention. He held his last one-man show in 2002, and died three years later. Magritte's work became more realistic in its depiction of actual objects, while maintaining the element of juxtaposition, such as in 1951's Personal Values (Les Valeurs Personnelles) and 1954's Empire of Light (L’Empire des lumières). Magritte continued to produce works which have entered artistic vocabulary, such as Castle in the Pyrenees (Le Château des Pyrénées), which refers back to Voix from 1931, in its suspension over a landscape. Other figures from the Surrealist movement were expelled. Several of these artists, like Roberto Matta (by his own description) "remained close to Surrealism". After the crushing of the Hungarian Revolution of 1956, Endre Rozsda returned to Paris to continue creating his own word that had been transcended the surrealism. The preface to his first exhibition in the Furstenberg Gallery (1957) was written by Breton yet. Many new artists explicitly took up the Surrealist banner. Dorothea Tanning and Louise Bourgeois continued to work, for example, with Tanning's Rainy Day Canape from 1970. Duchamp continued to produce sculpture in secret including an installation with the realistic depiction of a woman viewable only through a peephole. Breton continued to write and espouse the importance of liberating the human mind, as with the publication The Tower of Light in 1952. Breton's return to France after the War, began a new phase of Surrealist activity in Paris, and his critiques of rationalism and dualism found a new audience. Breton insisted that Surrealism was an ongoing revolt against the reduction of humanity to market relationships, religious gestures and misery and to espouse the importance of liberating the human mind. Major exhibitions of the 1940s, '50s and '60s 1942 – First Papers of Surrealism – New York – The Surrealists again called on Duchamp to design an exhibition. This time he wove a 3-dimensional web of string throughout the rooms of the space, in some cases making it almost impossible to see the works. He made a secret arrangement with an associate's son to bring his friends to the opening of the show, so that when the finely dressed patrons arrived they found a dozen children in athletic clothes kicking and passing balls, and skipping rope. His design for the show's catalog included "found", rather than posed, photographs of the artists. 1947 – International Surrealist Exhibition – Galerie Maeght, Paris 1959 – International Surrealist Exhibition – Paris 1960 – Surrealist Intrusion in the Enchanters' Domain – New York Post-Breton Surrealism In the 1960s, the artists and writers associated with the Situationist International were closely associated with Surrealism. While Guy Debord was critical of and distanced himself from Surrealism, others, such as Asger Jorn, were explicitly using Surrealist techniques and methods. The events of May 1968 in France included a number of Surrealist ideas, and among the slogans the students spray-painted on the walls of the Sorbonne were familiar Surrealist ones. Joan Miró would commemorate this in a painting titled May 1968. There were also groups who associated with both currents and were more attached to Surrealism, such as the Revolutionary Surrealist Group. During the 1980s, behind the Iron Curtain, Surrealism again entered into politics with an underground artistic opposition movement known as the Orange Alternative. The Orange Alternative was created in 1981 by Waldemar Fydrych (alias 'Major'), a graduate of history and art history at the University of Wrocław. They used Surrealist symbolism and terminology in their large scale happenings organized in the major Polish cities during the Jaruzelski regime, and painted Surrealist graffiti on spots covering up anti-regime slogans. Major himself was the author of a "Manifesto of Socialist Surrealism". In this manifesto, he stated that the socialist (communist) system had become so Surrealistic that it could be seen as an expression of art itself. Surrealistic art also remains popular with museum patrons. The Guggenheim Museum in New York City held an exhibit, Two Private Eyes, in 1999, and in 2001 Tate Modern held an exhibition of Surrealist art that attracted over 170,000 visitors. In 2002 the Met in New York City held a show, Desire Unbound, and the Centre Georges Pompidou in Paris a show called La Révolution surréaliste. Surrealists groups and literary publications have continued to be active up to the present day, with groups such as the Chicago Surrealist Group, the Leeds Surrealist Group, and the Surrealist Group of Stockholm. Jan Švankmajer of the Czech-Slovak Surrealists continues to make films and experiment with objects. Impact of Surrealism While Surrealism is typically associated with the arts, it has impacted many other fields. In this sense, Surrealism does not specifically refer only to self-identified "Surrealists", or those sanctioned by Breton, rather, it refers to a range of creative acts of revolt and efforts to liberate imagination. In addition to Surrealist theory being grounded in the ideas of Hegel, Marx and Freud, to its advocates its inherent dynamic is dialectical thought. Other sources used by Surrealism epigones Surrealists have also drawn on sources as seemingly diverse as Clark Ashton Smith, Montague Summers, Horace Walpole, Fantômas, The Residents, Bugs Bunny, comic strips, the obscure poet Samuel Greenberg and the hobo writer and humourist T-Bone Slim. One might say that Surrealist strands may be found in movements such as Free Jazz (Don Cherry, Sun Ra, Cecil Taylor etc.) and even in the daily lives of people in confrontation with limiting social conditions. Thought of as the effort of humanity to liberate imagination as an act of insurrection against society, Surrealism finds precedents in the alchemists, possibly Dante, Hieronymus Bosch, Marquis de Sade, Charles Fourier, Comte de Lautreamont and Arthur Rimbaud. 1960s riots Surrealists believe that non-Western cultures also provide a continued source of inspiration for Surrealist activity because some may induce a better balance between instrumental reason and imagination in flight than Western culture. Surrealism has had an identifiable impact on radical and revolutionary politics, both directly — as in some Surrealists joining or allying themselves with radical political groups, movements and parties — and indirectly — through the way in which Surrealists emphasize the intimate link between freeing imagination and the mind, and liberation from repressive and archaic social structures. This was especially visible in the New Left of the 1960s and 1970s and the French revolt of May 1968, whose slogan "All power to the imagination" quoted by The Situationists and Enragés from the originally Marxist “Rêvé-lutionary“ theory and praxis of Breton's French Surrealist group. Postmodernism and popular culture Many significant literary movements in the later half of the 20th century were directly or indirectly influenced by Surrealism. This period is known as the Postmodern era; though there is no widely agreed upon central definition of Postmodernism, many themes and techniques commonly identified as Postmodern are nearly identical to Surrealism. First Papers of Surrealism presented the fathers of surrealism in an exhibition that represented the leading monumental step of the avant-gardes towards installation art. Many writers from and associated with the Beat Generation were influenced greatly by Surrealists. Philip Lamantia and Ted Joans are often categorized as both Beat and Surrealist writers. Many other Beat writers show significant evidence of Surrealist influence. A few examples include Bob Kaufman, Gregory Corso, Allen Ginsberg, and Lawrence Ferlinghetti. Artaud in particular was very influential to many of the Beats, but especially Ginsberg and Carl Solomon. Ginsberg cites Artaud's "Van Gogh – The Man Suicided by Society" as a direct influence on "Howl", along with Apollinaire's "Zone", García Lorca's "Ode to Walt Whitman", and Schwitters' "Priimiititiii". The structure of Breton's "Free Union" had a significant influence on Ginsberg's "Kaddish". In Paris, Ginsberg and Corso met their heroes Tristan Tzara, Marcel Duchamp, Man Ray, and Benjamin Péret, and to show their admiration Ginsberg kissed Duchamp's feet and Corso cut off Duchamp's tie. William S. Burroughs, a core member of the Beat Generation and a postmodern novelist, developed the cut-up technique with former surrealist Brion Gysin—in which chance is used to dictate the composition of a text from words cut out of other sources—referring to it as the "Surrealist Lark" and recognizing its debt to the techniques of Tristan Tzara. Postmodern novelist Thomas Pynchon, who was also influenced by Beat fiction, experimented since the 1960s with the surrealist idea of startling juxtapositions; commenting on the "necessity of managing this procedure with some degree of care and skill", he added that "any old combination of details will not do. Spike Jones Jr., whose father's orchestral recordings had a deep and indelible effect on me as a child, said once in an interview, 'One of the things that people don't realize about Dad's kind of music is, when you replace a C-sharp with a gunshot, it has to be a C-sharp gunshot or it sounds awful.'" Many other postmodern fiction writers have been directly influenced by Surrealism. Paul Auster, for example, has translated Surrealist poetry and said the Surrealists were "a real discovery" for him. Salman Rushdie, when called a Magical Realist, said he saw his work instead "allied to surrealism". David Lynch regarded as a surrealist filmmaker being quoted, "David Lynch has once again risen to the spotlight as a champion of surrealism," in regard to his show Twin Peaks. For the work of other postmodernists, such as Donald Barthelme and Robert Coover, a broad comparison to Surrealism is common. Magic realism, a popular technique among novelists of the latter half of the 20th century especially among Latin American writers, has some obvious similarities to Surrealism with its juxtaposition of the normal and the dream-like, as in the work of Gabriel García Márquez. Carlos Fuentes was inspired by the revolutionary voice in Surrealist poetry and points to inspiration Breton and Artaud found in Fuentes' homeland, Mexico. Though Surrealism was a direct influence on Magic Realism in its early stages, many Magic Realist writers and critics, such as Amaryll Chanady and S. P. Ganguly, while acknowledging the similarities, cite the many differences obscured by the direct comparison of Magic Realism and Surrealism such as an interest in psychology and the artefacts of European culture they claim is not present in Magic Realism. A prominent example of a Magic Realist writer who points to Surrealism as an early influence is Alejo Carpentier who also later criticized Surrealism's delineation between real and unreal as not representing the true South American experience. Surrealist groups Surrealist individuals and groups have carried on with Surrealism after the death of André Breton in 1966. The original Paris Surrealist Group was disbanded by member Jean Schuster in 1969, but another Parisian surrealist group was later formed. The current Surrealist Group of Paris has recently published the first issue of their new journal, Alcheringa. The Group of Czech-Slovak Surrealists never disbanded, and continue to publish their journal Analogon, which now spans 80 volumes. Surrealism and the theatre Surrealist theatre and Artaud's "Theatre of Cruelty" were inspirational to many within the group of playwrights that the critic Martin Esslin called the "Theatre of the Absurd" (in his 1963 book of the same name). Though not an organized movement, Esslin grouped these playwrights together based on some similarities of theme and technique; Esslin argues that these similarities may be traced to an influence from the Surrealists. Eugène Ionesco in particular was fond of Surrealism, claiming at one point that Breton was one of the most important thinkers in history. Samuel Beckett was also fond of Surrealists, even translating much of the poetry into English. Other notable playwrights whom Esslin groups under the term, for example Arthur Adamov and Fernando Arrabal, were at some point members of the Surrealist group. Alice Farley is an American-born artist who became active during the 1970s in San Francisco after training in dance at the California Institute of the Arts. Farley uses vivid and elaborate costuming that she describes as "the vehicles of transformation capable of making a character's thoughts visible". Often collaborating with musicians such as Henry Threadgill, Farley explores the role of improvisation in dance, bringing in an automatic aspect to the productions. Farley has performed in a number of surrealist collaborations including the World Surrealist Exhibition in Chicago in 1976. Surrealism and comedy Alleged precursors in older art Various much older artists are sometimes claimed as precursors of Surrealism. Foremost among these are Hieronymus Bosch, and Giuseppe Arcimboldo, who Dalí called the "father of Surrealism." Apart from their followers, other artists who may be mentioned in this context include Joos de Momper, for some anthropomorphic landscapes. Many critics feel these works belong to fantastic art rather than having a significant connection with Surrealism. See also Surrealist artists Avant-garde Bizarre Object Dada Women surrealists Exquisite Corpse (Cuba) References Bibliography André Breton Manifestoes of Surrealism containing the first, second and introduction to a possible third manifesto, the novel The Soluble Fish, and political aspects of the Surrealist movement. . What is Surrealism?: Selected Writings of André Breton. . Conversations: The Autobiography of Surrealism (Gallimard 1952) (Paragon House English rev. ed. 1993). . The Abridged Dictionary of Surrealism, reprinted in: Bonnet, Marguerite, ed. (1988). Oeuvres complètes, 1:328. Paris: Éditions Gallimard. Other sources Ades, Dawn. Surrealism in Latin America: Vivisimo Muerto, Los Angeles: Getty Publications, 2012. Alexandrian, Sarane. Surrealist Art London: Thames & Hudson, 1970. Apollinaire, Guillaume 1917, 1991. Program note for Parade, printed in Oeuvres en prose complètes, 2:865–866, Pierre Caizergues and Michel Décaudin, eds. Paris: Éditions Gallimard. Allmer, Patricia (ed.) Intersections – Women Artists/Surrealism/Modernism, Rethinking Art's Histories series, Manchester, Manchester University Press, 2016. Allmer, Patricia and Donna Roberts (eds) ‘“Wonderful Things” – Surrealism and Egypt’, Dada/Surrealism, University of Iowa, 20:1, 2013. Allmer, Patricia (ed.) Angels of Anarchy: Women Artists and Surrealism, London and Manchester: Prestel and Manchester Art Gallery, 2009. Allmer, Patricia and Hilde van Gelder (eds.) Collective Inventions: Surrealism in Belgium, Leuven: Leuven University Press, 2007. Allmer, Patricia and Hilde Van Gelder (eds.) ‘The Forgotten Surrealists: Belgian Surrealism Since 1924’, Image [&] Narrative, no. 13, 2005. Brotchie, Alastair and Gooding, Mel, eds. A Book of Surrealist Games Berkeley, California: Shambhala, 1995. . Caws, Mary Ann Surrealist Painters and Poets: An Anthology 2001, MIT Press. Chadwick, Whitney. Mirror Images: Women, Surrealism, and Self-Representation. The MIT Press, 1998. Chadwick, Whitney. Women Artists and the Surrealist Movement. 1985, Bulfinch Press. Durozoi, Gerard, History of the Surrealist Movement Translated by Alison Anderson University of Chicago Press. 2004. . Flahutez, Fabrice, Nouveau Monde et Nouveau Mythe. Mutations du surréalisme de l'exil américain à l'écart absolu (1941–1965), Les presses du réel, Dijon, 2007. Flahutez, Fabrice(ed.), Julia Drost (ed.), Anne Helmreich (ed.), Martin Schieder (ed.), Networking Surrealism in the United States. Artists, Agents and the Market, T.1., Paris, DFK, 2019, 400p. () (PDF) https://doi.org/10.11588/arthistoricum.485 Fort, Ilene Susan and Tere Arcq, editors. In Wonderland: The Surrealist Adventures of Women Artists in Mexico and the United States, Munich: Prestel Verlag, 2012. Galtsova, Elena. Surrealism and Theatre. On the Theatrical Aesthetics of the French Surrealism, Moscow, Russian State University for the Humanities, 2012, Leddy, Annette and Conwell, Donna. Farewell to Surrealism: The Dyn Circle in Mexico, Los Angeles: Getty Publications. 2012. Lewis, Helena. Dada Turns Red. Edinburgh, Scotland: University of Ednburgh Press, 1990. Low Mary, Breá Juan, Red Spanish Notebook, City Light Books, Sans Francisco, 1979, Melly, George Paris and the Surrealists Thames & Hudson. 1991. Moebius, Stephan. Die Zauberlehrlinge. Soziologiegeschichte des Collège de Sociologie. Konstanz: UVK 2006. About the College of Sociology, its members and sociological impacts. Nadeau, Maurice. History of Surrealism. Cambridge, Massachusetts: Belknap Press, 1989. . Richard Jean-Tristan. Les structures inconscientes du signe pictural/Psychanalyse et surréalisme (Unconscious structures of pictural sign), L'Harmattan ed., Paris (France), 1999 Review "Mélusine" in French by Center of surrealism studies directed by Henri Behar since 1979, edited by Editions l'Age d'Homme, Lausanne, Suisse. Download platform www.artelittera.com 14.00 External links André Breton writings Manifesto of Surrealism by André Breton. 1924. What is Surrealism? Lecture by Breton, Brussels 1934 Overview websites Timeline of Surrealism from Centre Pompidou. Le Surréalisme Surrealism Reviewed audiobook (archive recordings) "Surrealism", BBC Radio 4 discussion with Dawn Adiss, Malcolm Bowie and Darien Leader (In Our Time'', Nov. 15, 2001) Surrealism and politics Surrealist poetry Surrealism in Poetry Holcombe, C. J. A sample of French Surrealist poetry Aimé Césaire and Surrealism Art movements
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Sir Gawain and the Green Knight is a late 14th-century chivalric romance in Middle English. The author is unknown; the title was given centuries later. It is one of the best-known Arthurian stories, with its plot combining two types of folk motifs: the beheading game, and the exchange of winnings. Written in stanzas of alliterative verse, each of which ends in a rhyming bob and wheel; it draws on Welsh, Irish, and English stories, as well as the French chivalric tradition. It is an important example of a chivalric romance, which typically involves a hero who goes on a quest which tests his prowess. It remains popular in modern English renderings from J. R. R. Tolkien, Simon Armitage, and others, as well as through film and stage adaptations. The story describes how Sir Gawain, a knight of King Arthur's Round Table, accepts a challenge from a mysterious "Green Knight" who dares any knight to strike him with his axe if he will take a return blow in a year and a day. Gawain accepts and beheads him, at which the Green Knight stands, picks up his head, and reminds Gawain of the appointed time. In his struggles to keep his bargain, Gawain demonstrates chivalry and loyalty until his honour is called into question by a test involving the lord and the lady of the castle at which he is a guest. The poem survives in one manuscript, Cotton Nero A.x., which also includes three religious narrative poems: Pearl, Cleanness, and Patience. All are thought to have been written by the same author, dubbed the "Pearl Poet" or "Gawain Poet," since all four are written in a North West Midlands dialect of Middle English. Synopsis In Camelot on New Year's Eve, King Arthur's court is exchanging gifts and waiting for the feasting to start, when the king asks to see or hear of an exciting adventure. A gigantic figure, entirely green in appearance and riding a green horse, rides unexpectedly into the hall. He wears no armour but bears an axe in one hand and a holly bough in the other. Refusing to fight anyone there on the grounds that they are all too weak, he insists he has come for a friendly Christmas game: someone is to strike him once with his axe, on the condition that the Green Knight may return the blow in a year and a day. The axe will belong to whoever accepts this deal. King Arthur is prepared to accept the challenge when it appears no other knight will dare, but Sir Gawain, youngest of Arthur's knights and his nephew, asks for the honour instead. The giant bends and bares his neck before him and Gawain neatly beheads him in one stroke. However, the Green Knight neither falls nor falters, but instead reaches out, picks up his severed head, and mounts his horse. The Green Knight shows his bleeding head to Queen Guinevere, while it reminds Gawain that the two must meet again at the Green Chapel in a year and a day, before the knight rides away. Gawain and Arthur admire the axe, hang it up as a trophy, and encourage Guinevere to treat the whole matter lightly. As the date approaches, Sir Gawain leaves to find the Green Chapel and keep his part of the bargain. Many adventures and battles are alluded to but not described, until Gawain comes across a splendid castle, where he meets the lord of the castle and his beautiful wife, who are pleased to have such a renowned guest. Also present is an old and ugly lady, unnamed but treated with great honour by all. Gawain tells them of his New Year's appointment at the Green Chapel, and that he has only a few days remaining. The lord laughs, explaining that there is a path that will take him to the chapel less than two miles away, and proposes that Gawain rest at the castle until then. Relieved and grateful, Gawain agrees. The lord proposes a bargain to Gawain: he goes hunting every day, and he will give Gawain whatever he catches, on the condition that Gawain give him whatever he may gain during the day; Gawain accepts. After he leaves, his wife visits Gawain's bedroom and behaves seductively, but despite her best efforts he allows her nothing but a single kiss. When the lord returns and gives Gawain the deer he has killed, Gawain gives a kiss to him without divulging its source. The next day the lady returns to Gawain, who again courteously foils her advances, and later that day there is a similar exchange of a hunted boar for two kisses. She comes once more on the third morning, but once her advances are denied, she offers Gawain a gold ring as a keepsake. He gently but steadfastly refuses, but she pleads that he at least take her sash, a girdle of green and gold silk. The sash, the lady assures him, is charmed, and will keep him from all physical harm. Tempted, as he may otherwise die the next day, Gawain accepts it, and they exchange three kisses. The lady has Gawain swear that he will keep the gift secret from her husband. That evening, the lord returns with a fox, which he exchanges with Gawain for the three kisses; Gawain does not mention the sash. The next day, Gawain binds the sash around his waist. Outside the Green Chapel – only an earthen mound containing a cavern – he finds the Green Knight sharpening an axe. As promised, Gawain bends his bared neck to receive his blow. At the first swing, Gawain flinches slightly and the Green Knight belittles him for it. Ashamed of himself, Gawain does not flinch with the second swing, but again, the Green Knight withholds the full force of his blow. The knight explains he was testing Gawain's nerve. Angrily, Gawain tells him to deliver his blow, and so the knight does, causing only a slight wound on Gawain's neck, and ending the game. Gawain seizes his sword, helmet, and shield, but the Green Knight, laughing, reveals himself to be none other than the lord of the castle, Bertilak de Hautdesert, transformed by magic. He explains that the entire adventure was a trick of the unnamed "elderly lady" Gawain saw at the castle, who is the sorceress Morgan le Fay, Arthur's stepsister, who intended to test Arthur's knights and frighten Guinevere to death. The nick Gawain suffered at the third stroke was because of his attempt to conceal the gift of the sash. Gawain is ashamed to have behaved deceitfully, but the Green Knight laughs and pronounces him the most blameless knight in all the land. The two part on cordial terms. Gawain returns to Camelot wearing the sash as a token of his failure to keep his promise. The Knights of the Round Table absolve him of the blame and decide that henceforth each will wear a green sash in recognition of Gawain's adventure and as a reminder to be honest. "Gawain Poet" Though the real name of the "Gawain poet" (or poets) is unknown, some inferences about them can be drawn from an informed reading of their works. The manuscript of Gawain is known in academic circles as Cotton Nero A.x., following a naming system used by one of its owners, the sixteenth century Robert Bruce Cotton, a collector of Medieval English texts. Before the Gawain manuscript came into Cotton's possession, it was in the library of Henry Savile in Yorkshire. Little is known about its previous ownership, and until 1824, when the manuscript was introduced to the academic community in a second edition of Thomas Warton's History edited by Richard Price, it was almost entirely unknown. Even then, the Gawain poem was not published in its entirety until 1839, which is when it was given its present title. Now held in the British Library, it has been dated to the late 14th century, meaning the poet was a contemporary of Geoffrey Chaucer, author of The Canterbury Tales, though it is unlikely that they ever met, and the Gawain poet's English is considerably different from Chaucer's. The three other works found in the same manuscript as Gawain (commonly known as Pearl, Patience, and Cleanness or Purity) are often considered to be written by the same author. However, the manuscript containing these poems was transcribed by a copyist and not by the original poet. Although nothing explicitly suggests that all four poems are by the same poet, comparative analysis of dialect, verse form, and diction have pointed towards single authorship. What is known today about the poet is general. As J. R. R. Tolkien and E. V. Gordon, after reviewing the text's allusions, style, and themes, concluded in 1925: The most commonly suggested candidate for authorship is John Massey of Cotton, Cheshire. He is known to have lived in the dialect region of the Gawain poet and is thought to have written the poem St. Erkenwald, which some scholars argue bears stylistic similarities to Gawain. St. Erkenwald, however, has been dated by some scholars to a time outside the Gawain poet's era. Thus, ascribing authorship to John Massey is still controversial and most critics consider the Gawain poet an unknown. Verse form The 2,530 lines and 101 stanzas that make up Sir Gawain and the Green Knight are written in what linguists call the "Alliterative Revival" style typical of the 14th century. Instead of focusing on a metrical syllabic count and rhyme, the alliterative form of this period usually relied on the agreement of a pair of stressed syllables at the beginning of the line and another pair at the end. Each line always includes a pause, called a caesura, at some point after the first two stresses, dividing it into two half-lines. Although he follows the form of his day, the Gawain poet was freer with convention than his or her predecessors. The poet broke the alliterative lines into variable-length groups and ended these nominal stanzas with a rhyming section of five lines known as the bob and wheel, in which the "bob" is a very short line, sometimes of only two syllables, followed by the "wheel," longer lines with internal rhyme. Similar stories The earliest known story to feature a beheading game is the 8th-century Middle Irish tale Bricriu's Feast. This story parallels Gawain in that, like the Green Knight, Cú Chulainn's antagonist feints three blows with the axe before letting his target depart without injury. A beheading exchange also appears in the late 12th-century Life of Caradoc, a Middle French narrative embedded in the anonymous First Continuation of Chrétien de Troyes' Perceval, the Story of the Grail. A notable difference in this story is that Caradoc's challenger is his father in disguise, come to test his honour. Lancelot is given a beheading challenge in the early 13th-century Perlesvaus, in which a knight begs him to chop off his head or else put his own in jeopardy. Lancelot reluctantly cuts it off, agreeing to come to the same place in a year to put his head in the same danger. When Lancelot arrives, the people of the town celebrate and announce that they have finally found a true knight, because many others had failed this test of chivalry. The stories The Girl with the Mule (alternately titled The Mule Without a Bridle) and feature Gawain in beheading game situations. In Hunbaut, Gawain cuts off a man's head and, before he can replace it, removes the magic cloak keeping the man alive, thus killing him. Several stories tell of knights who struggle to stave off the advances of women sent by their lords as a test; these stories include Yder, the Lancelot-Grail, Hunbaut, and The Knight with the Sword. The last two involve Gawain specifically. Usually, the temptress is the daughter or wife of a lord to whom the knight owes respect, and the knight is tested to see whether or not he will remain chaste in trying circumstances. In the first branch of the medieval Welsh collection of tales known as The Four Branches of the Mabinogi, Pwyll exchanges places for a year with Arawn, the lord of Annwn (the Otherworld). Despite having his appearance changed to resemble Arawn exactly, Pwyll does not have sexual relations with Arawn's wife during this time, thus establishing a lasting friendship between the two men. This story may, then, provide a background to Gawain's attempts to resist the wife of the Green Knight; thus, the story of Sir Gawain and the Green Knight may be seen as a tale which combines elements of the Celtic beheading game and seduction test stories. Additionally, in both stories a year passes before the completion of the conclusion of the challenge or exchange. Some scholars disagree with this interpretation, however, as Arawn seems to have accepted the notion that Pwyll may reciprocate with his wife, making it less of a "seduction test" per se, as seduction tests typically involve a Lord and Lady conspiring to seduce a knight, seemingly against the wishes of the Lord. After the writing of Sir Gawain and the Green Knight, several similar stories followed. The Greene Knight (15th–17th century) is a rhymed retelling of nearly the same tale. In it, the plot is simplified, motives are more fully explained, and some names are changed. Another story, The Turke and Gowin (15th century), begins with a Turk entering Arthur's court and asking, "Is there any will, as a brother, To give a buffett and take another?" At the end of this poem the Turk, rather than buffeting Gawain back, asks the knight to cut off his head, which Gawain does. The Turk then praises Gawain and showers him with gifts. The Carle of Carlisle (17th century) also resembles Gawain in a scene in which the Carle (Churl), a lord, takes Sir Gawain to a chamber where two swords are hanging and orders Gawain to cut off his head or suffer his own to be cut off. Gawain obliges and strikes, but the Carle rises, laughing and unharmed. Unlike the Gawain poem, no return blow is demanded or given. Themes Temptation and testing At the heart of Sir Gawain and the Green Knight is the test of Gawain's adherence to the code of chivalry. The typical temptation fable of medieval literature presents a series of tribulations assembled as tests or "proofs" of moral virtue. The stories often describe several individuals' failures after which the main character is tested. Success in the proofs will often bring immunity or good fortune. Gawain's ability to pass the tests of his host are of utmost importance to his survival, though he does not know it. It is only by fortuity or "instinctive-courtesy" that Sir Gawain can pass his test. Gawain does not realise, however, that these tests are all orchestrated by the lord, Bertilak de Hautdesert. In addition to the laws of chivalry, Gawain must respect another set of laws concerning courtly love. The knight's code of honour requires him to do whatever a damsel asks. Gawain must accept the girdle from the Lady, but he must also keep the promise he has made to his host that he will give whatever he gains that day. Gawain chooses to keep the girdle out of fear of death, thus breaking his promise to the host but honouring the lady. Upon learning that the Green Knight is actually his host (Bertilak), he realises that although he has completed his quest, he has failed to be virtuous. This test demonstrates the conflict between honour and knightly duties. In breaking his promise, Gawain believes he has lost his honour and failed in his duties. Hunting and seduction Scholars have frequently noted the parallels between the three hunting scenes and the three seduction scenes in Gawain. They are generally agreed that the fox chase has significant parallels to the third seduction scene, in which Gawain accepts the girdle from Bertilak's wife. Gawain, like the fox, fears for his life and is looking for a way to avoid death from the Green Knight's axe. Like his counterpart, he resorts to trickery to save his skin. The fox uses tactics so unlike the first two animals, and so unexpectedly, that Bertilak has the hardest time hunting it. Similarly, Gawain finds the Lady's advances in the third seduction scene more unpredictable and challenging to resist than her previous attempts. She changes her evasive language, typical of courtly love relationships, to a more assertive style. Her dress, modest in earlier scenes, is suddenly voluptuous and revealing. The deer- and boar-hunting scenes are less clearly connected, although scholars have attempted to link each animal to Gawain's reactions in the parallel seduction scene. Attempts to connect the deer hunt with the first seduction scene have unearthed a few parallels. Deer hunts of the time, like courtship, had to be done according to established rules. Women often favoured suitors who hunted well and skinned their animals, sometimes even watching while a deer was cleaned. The sequence describing the deer hunt is unspecific and nonviolent, with an air of relaxation and exhilaration. The first seduction scene follows in a similar vein, with no overt physical advances and no apparent danger; the entire exchange is humorously portrayed. The boar-hunting scene is, in contrast, laden with detail. Boars were (and are) much more difficult to hunt than deer; approaching one with only a sword was akin to challenging a knight to single combat. In the hunting sequence, the boar flees but is cornered before a ravine. He turns to face Bertilak with his back to the ravine, prepared to fight. Bertilak dismounts and in the ensuing fight kills the boar. He removes its head and displays it on a pike. In the seduction scene, Bertilak's wife, like the boar, is more forward, insisting that Gawain has a romantic reputation and that he must not disappoint her. Gawain, however, is successful in parrying her attacks, saying that surely, she knows more than he about love. Both the boar hunt and the seduction scene can be seen as depictions of a moral victory: both Gawain and Bertilak face struggles alone and emerge triumphant. Masculinity has also been associated with hunting. The theme of masculinity is present throughout. In an article by Vern L. Bullough, "Being a Male in the Middle Ages," he discusses Sir Gawain and how normally, masculinity is often viewed in terms of being sexually active. He notes that Sir Gawain is not part of this normalcy. Nature and chivalry Some argue that nature represents a chaotic, lawless order which is in direct confrontation with the civilisation of Camelot throughout Sir Gawain and the Green Knight. The green horse and rider that first invade Arthur's peaceful halls are iconic representations of nature's disturbance. Nature is presented throughout the poem as rough and indifferent, constantly threatening the order of men and courtly life. Nature invades and disrupts order in the major events of the narrative, both symbolically and through the inner nature of humanity. This element appears first with the disruption caused by the Green Knight, later when Gawain must fight off his natural lust for Bertilak's wife, and again when Gawain breaks his vow to Bertilak by choosing to keep the green girdle, valuing survival over virtue. Represented by the sin-stained girdle, nature is an underlying force, forever within man and keeping him imperfect (in a chivalric sense). In this view, Gawain is part of a wider conflict between nature and chivalry, an examination of the ability of man's order to overcome the chaos of nature. Several critics have made exactly the opposite interpretation, reading the poem as a comic critique of the Christianity of the time, particularly as embodied in the Christian chivalry of Arthur's court. In its zeal to extirpate all traces of paganism, Christianity had cut itself off from the sources of life in nature and the female. The green girdle represents all the pentangle lacks. The Arthurian enterprise is doomed unless it can acknowledge the unattainability of the ideals of the Round Table, and, for the sake of realism and wholeness, recognise and incorporate the pagan values represented by the Green Knight. The chivalry that is represented within Gawain is one which was constructed by court nobility. The violence that is part of this chivalry is steeply contrasted by the fact that King Arthur's court is Christian, and the initial beheading event takes place while celebrating Christmas. The violence of an act of beheading seems to be counterintuitive to chivalric and Christian ideals, and yet it is seen as part of knighthood. The question of politeness and chivalry is a main theme during Gawain's interactions with Bertilak's wife. He cannot accept her advances or else lose his honour, and yet he cannot utterly refuse her advances or else risk upsetting his hostess. Gawain plays a very fine line and the only part where he appears to fail is when he conceals the green girdle from Bertilak. Games The word (game) is found 18 times in Gawain. Its similarity to the word (man), which appears 21 times, has led some scholars to see men and games as centrally linked. Games at this time were seen as tests of worthiness, as when the Green Knight challenges the court's right to its good name in a "Christmas game". The "game" of exchanging gifts was common in Germanic cultures. If a man received a gift, he was obliged to provide the giver with a better gift or risk losing his honour, almost like an exchange of blows in a fight (or in a "beheading game"). The poem revolves around two games: an exchange of beheading and an exchange of winnings. These appear at first to be unconnected. However, a victory in the first game will lead to a victory in the second. Elements of both games appear in other stories; however, the linkage of outcomes is unique to Gawain. Times and seasons Times, dates, seasons, and cycles within Gawain are often noted by scholars because of their symbolic nature. The story starts on New Year's Eve with a beheading and culminates one year later on the next New Year's Day. Gawain leaves Camelot on All Saints Day and arrives at Bertilak's castle on Christmas Eve. Furthermore, the Green Knight tells Gawain to meet him at the Green Chapel in "a year and a day"—in other words, the next New Year's Day. Some scholars interpret the yearly cycles, each beginning and ending in winter, as the poet's attempt to convey the inevitable fall of all things good and noble in the world. Such a theme is strengthened by the image of Troy, a powerful nation once thought to be invincible which, according to the Aeneid, fell to the Greeks due to pride and ignorance. The Trojan connection shows itself in the presence of two nearly identical descriptions of Troy's destruction. The poem's first line reads: "Since the siege and the assault were ceased at Troy" and the final stanzaic line (before the bob and wheel) is "After the siege and the assault were ceased at Troy". Symbolism The Green Knight Scholars have puzzled over the Green Knight's symbolism since the discovery of the poem. British medievalist C. S. Lewis said the character was "as vivid and concrete as any image in literature" and J. R. R. Tolkien said he was the "most difficult character" to interpret in Sir Gawain. His major role in Arthurian literature is that of a judge and tester of knights, thus he is at once terrifying, friendly, and mysterious. He appears in only two other poems: The Greene Knight and King Arthur and King Cornwall. Scholars have attempted to connect him to other mythical characters, such as Jack in the green of English tradition and to Al-Khidr, but no definitive connection has yet been established. He represents a mix of two traditional figures in romance and other medieval narratives: “the literary green man” and “the literary wild man.” The Green Knight challenges Gawain to rise to the ideals of honour and religious practices. His name, the Green Knight, shows his opposition to nature: the color green represents forces of nature, and the word “knight” connects him to society and civilisation. While the Green Knight represents the primitive, and uncivilised side of man's nature, he also opposes nature as well. The description of the Green Knight, which he shares with his green horse, shows the central idea of human nature's potential. The colour green Given the varied and even contradictory interpretations of the colour green, its precise meaning in the poem remains ambiguous. In English folklore and literature, green was traditionally used to symbolise nature and its associated attributes: fertility and rebirth. Stories of the medieval period also used it to allude to love and the base desires of man. Because of its connection with faeries and spirits in early English folklore, green also signified witchcraft, devilry and evil. It can also represent decay and toxicity. When combined with gold, as with the Green Knight and the girdle, green was often seen as representing youth's passing. In Celtic mythology, green was associated with misfortune and death, and therefore avoided in clothing. The green girdle, originally worn for protection, became a symbol of shame and cowardice; it is finally adopted as a symbol of honour by the knights of Camelot, signifying a transformation from good to evil and back again; this displays both the spoiling and regenerative connotations of the colour green. There is a possibility, as Alice Buchanan has argued, that the colour green is erroneously attributed to the Green Knight due to the poet's mistranslation or misunderstanding of the Irish word , which could either mean grey or green, or the identical word in Cornish. has been used to denote a range of colours: light blues, greys, and greens of the sea and grass. In the Death of Curoi (one of the Irish stories from Bricriu's Feast), Curoi stands in for Bertilak, and is often called "the man of the grey mantle" which corresponds to Welsh Brenin Llywd or Gwynn ap Nudd. Though the words usually used for grey in the Death of Curoi are or , roughly meaning milk-coloured and shadowy respectively, in later works featuring a green knight, the word is used and may have been the basis of misunderstanding. Girdle The girdle's symbolic meaning, in Sir Gawain and the Green Knight, has been construed in a variety of ways. Interpretations range from sexual to spiritual. Those who argue for the sexual inference view the girdle as a "trophy". It is not entirely clear if the "winner" is Sir Gawain or the Lady, Bertilak's wife. The girdle is given to Gawain by the Lady to keep him safe when he confronts the Green Knight. When Bertilak comes home from his hunting trip, Gawain does not reveal the girdle to his host; instead, he hides it. This introduces a spiritual interpretation, that Gawain's acceptance of the girdle is a sign of his faltering faith in God, at least in the face of death. To some, the Green Knight is Christ, who overcomes death, while Gawain is the Every Christian, who in his struggles to follow Christ faithfully, chooses the easier path. In Sir Gawain, the easier choice is the girdle, which promises what Gawain most desires. Faith in God, alternatively, requires one's acceptance that what one most desires does not always coincide with what God has planned. It is arguably best to view the girdle not as an either–or situation, but as a complex, multi-faceted symbol that acts to test Gawain in many ways. While Gawain can resist Bertilak's wife's sexual advances, he is unable to resist the powers of the girdle. Gawain is operating under the laws of chivalry which, evidently, have rules that can contradict each other. In the story of Sir Gawain, Gawain finds himself torn between doing what a damsel asks (accepting the girdle) and keeping his promise (returning anything given to him while his host is away). Pentangle The poem contains the first recorded use of the word pentangle in English. It contains the only representation of such a symbol on Gawain's shield in the Gawain literature. What is more, the poet uses a total of 46 lines to describe the meaning of the pentangle; no other symbol in the poem receives as much attention or is described in such detail. The poem describes the pentangle as a symbol of faithfulness and an (endless knot). From lines 640 to 654, the five points of the pentangle relate directly to Gawain in five ways: five senses, his five fingers, his faith found in the five wounds of Christ, the five joys of Mary (whose face was on the inside of the shield) and finally friendship, fraternity, purity, politeness, and pity (traits that Gawain possessed around others). In line 625, it is described as (a sign set by Solomon). Solomon, the third king of Israel, in the 10th century BC, was said to have the mark of the pentagram on his ring, which he received from the archangel Michael. The pentagram seal on this ring was said to give Solomon power over demons. Along these lines, some academics link the Gawain pentangle to magical traditions. In Germany, the symbol was called a (nightmare spirit's foot) and was placed on household objects to keep out evil. The symbol was also associated with magical charms that, if recited or written on a weapon, would call forth magical forces. However, concrete evidence tying the magical pentagram to Gawain's pentangle is scarce. Gawain's pentangle also symbolises the "phenomenon of physically endless objects signifying a temporally endless quality." Many poets use the symbol of the circle to show infinity or endlessness, but Gawain's poet insisted on using something more complex. In medieval number theory, the number five is considered a "circular number", since it "reproduces itself in its last digit when raised to its powers". Furthermore, it replicates itself geometrically; that is, every pentangle has a smaller pentagon that allows a pentangle to be embedded in it and this "process may be repeated forever with decreasing pentangles". Thus, by reproducing the number five, which in medieval number symbolism signified incorruptibility, Gawain's pentangle represents his eternal incorruptibility. The Lady's Ring Gawain's refusal of the Lady's ring has major implications for the remainder of the story. While the modern student may tend to pay more attention to the girdle as the eminent object offered by her, readers in the time of Gawain would have noticed the significance of the offer of the ring as they believed that rings, and especially the embedded gems, had talismanic properties similarly done by the Gawain-poet in Pearl. This is especially true of the Lady's ring, as scholars believe it to be a ruby or carbuncle, indicated when the Gawain-Poet describes it as a (fiery sun). This red colour can be seen as symbolising royalty, divinity, and the Passion of the Christ, something that Gawain as a knight of the Round Table would strive for, but this colour could also represent the negative qualities of temptation and covetousness. Given the importance of magic rings in Arthurian romance, this remarkable ring would also have been believed to protect the wearer from harm just as the Lady claims the girdle will. Numbers The poet highlights number symbolism to add symmetry and meaning to the poem. For example, three kisses are exchanged between Gawain and Bertilak's wife; Gawain is tempted by her on three separate days; Bertilak goes hunting three times, and the Green Knight swings at Gawain three times with his axe. The number two also appears repeatedly, as in the two beheading scenes, two confession scenes, and two castles. The five points of the pentangle, the poet adds, represent Gawain's virtues, for he is (faithful in five and many times five). The poet goes on to list the ways in which Gawain is virtuous: all five of his senses are without fault; his five fingers never fail him, and he always remembers the five wounds of Christ, as well as the five joys of the Virgin Mary. The fifth five is Gawain himself, who embodies the five moral virtues of the code of chivalry: "friendship, generosity, chastity, courtesy, and piety". All of these virtues reside, as the poet says, in (the endless knot) of the pentangle, which forever interlinks and is never broken. This intimate relationship between symbol and faith allows for rigorous allegorical interpretation, especially in the physical role that the shield plays in Gawain's quest. Thus, the poet makes Gawain the epitome of perfection in knighthood through number symbolism. The number five is also found in the structure of the poem itself. Sir Gawain is 101 stanzas long, traditionally organised into four 'fitts' of 21, 24, 34, and 22 stanzas. These divisions, however, have since been disputed; scholars have begun to believe that they are the work of the copyist and not of the poet. The surviving manuscript features a series of capital letters added after the fact by another scribe, and some scholars argue that these additions were an attempt to restore the original divisions. These letters divide the manuscript into nine parts. The first and last parts are 22 stanzas long. The second and second-to-last parts are only one stanza long, and the middle five parts are eleven stanzas long. The number eleven is associated with transgression in other medieval literature (being one more than ten, a number associated with the Ten Commandments). Thus, this set of five elevens (55 stanzas) creates the perfect mix of transgression and incorruption, suggesting that Gawain is faultless in his faults. Wounds At the story's climax, Gawain is wounded superficially in the neck by the Green Knight's axe. During the medieval period, the body and the soul were believed to be so intimately connected that wounds were considered an outward sign of inward sin. The neck, specifically, was believed to correlate with the part of the soul related to will, connecting the reasoning part (the head) and the courageous part (the heart). Gawain's sin resulted from using his will to separate reasoning from courage. By accepting the girdle from the lady, he employs reason to do something less than courageous—evade death in a dishonest way. Gawain's wound is thus an outward sign of an internal wound. The Green Knight's series of tests shows Gawain the weakness that has been in him all along: the desire to use his will pridefully for personal gain, rather than submitting his will in humility to God. The Green Knight, by engaging with the greatest knight of Camelot, also reveals the moral weakness of pride in all of Camelot, and therefore all of humanity. However, the wounds of Christ, believed to offer healing to wounded souls and bodies, are mentioned throughout the poem in the hope that this sin of prideful "stiffneckedness" will be healed among fallen mortals. Interpretations Gawain as medieval romance Many critics argue that Sir Gawain and the Green Knight should be viewed as a romance. Medieval romances typically recount the marvellous adventures of a chivalrous, heroic knight, often of super-human ability, who abides by chivalry's strict codes of honour and demeanour, embarks upon a quest and defeats monsters, thereby winning the favour of a lady. Thus, medieval romances focus not on love and sentiment (as the term "romance" implies today), but on adventure. Gawain's function, as medieval scholar Alan Markman says, "is the function of the romance hero … to stand as the champion of the human race, and by submitting to strange and severe tests, to demonstrate human capabilities for good or bad action." Through Gawain's adventure, it becomes clear that he is merely human. The reader becomes attached to this human view amidst the poem's romanticism, relating to Gawain's humanity while respecting his knightly qualities. Gawain "shows us what moral conduct is. We shall probably not equal his behaviour, but we admire him for pointing out the way." In viewing the poem as a medieval romance, many scholars see it as intertwining chivalric and courtly love laws under the English Order of the Garter. A slightly altered version of the Order's motto, "Honi soit qui mal y pense", or "Shamed be he who finds evil here," has been added, in a different hand, at the end of the poem. Some critics describe Gawain's peers wearing girdles of their own as linked to the origin of the Order of the Garter. However, in the parallel poem The Greene Knight, the lace is white, not green, and is considered the origin of the collar worn by the Knights of the Bath, not the Order of the Garter. Still, a possible connection to the Order is not beyond the realm of possibility. Christian interpretations The poem is in many ways deeply Christian, with frequent references to the fall of Adam and Eve and to Jesus Christ. Scholars have debated the depth of the Christian elements within the poem by looking at it in the context of the age in which it was written, coming up with varying views as to what represents a Christian element of the poem and what does not. For example, some critics compare Sir Gawain to the other three poems of the Gawain manuscript. Each has a heavily Christian theme, causing scholars to interpret Gawain similarly. Comparing it to the poem Cleanness (also known as Purity), for example, they see it as a story of the apocalyptic fall of a civilisation, in Gawain's case, Camelot. In this interpretation, Sir Gawain is like Noah, separated from his society and warned by the Green Knight (who is seen as God's representative) of the coming doom of Camelot. Gawain, judged worthy through his test, is spared the doom of the rest of Camelot. King Arthur and his knights, however, misunderstand Gawain's experience and wear garters themselves. In Cleanness the men who are saved are similarly helpless in warning their society of impending destruction. One of the key points stressed in this interpretation is that salvation is an individual experience difficult to communicate to outsiders. In his depiction of Camelot, the poet reveals a concern for his society, whose inevitable fall will bring about the ultimate destruction intended by God. Gawain was written around the time of the Black Death and Peasants' Revolt, events which convinced many people that their world was coming to an apocalyptic end and this belief was reflected in literature and culture. However, other critics see weaknesses in this view, since the Green Knight is ultimately under the control of Morgan le Fay, often viewed as a figure of evil in Camelot tales. This makes the knight's presence as a representative of God problematic. While the character of the Green Knight is usually not viewed as a representation of Christ in Sir Gawain and the Green Knight, critics do acknowledge a parallel. Lawrence Besserman, a specialist in medieval literature, explains that "the Green Knight is not a figurative representative of Christ. But the idea of Christ's divine/human nature provides a medieval conceptual framework that supports the poet's serious/comic account of the Green Knight's supernatural/human qualities and actions." This duality exemplifies the influence and importance of Christian teachings and views of Christ in the era of the Gawain Poet. Furthermore, critics note the Christian reference to Christ's crown of thorns at the conclusion of Sir Gawain and the Green Knight. After Gawain returns to Camelot and tells his story regarding the newly acquired green sash, the poem concludes with a brief prayer and a reference to "the thorn-crowned God". Besserman theorises that "with these final words the poet redirects our attention from the circular girdle-turned-sash (a double image of Gawain's "": untruth/renown) to the circular Crown of Thorns (a double image of Christ's humiliation turned triumph)." Throughout the poem, Gawain encounters numerous trials testing his devotion and faith in Christianity. When Gawain sets out on his journey to find the Green Chapel, he finds himself lost, and only after praying to the Virgin Mary does he find his way. As he continues his journey, Gawain once again faces anguish regarding his inevitable encounter with the Green Knight. Instead of praying to Mary, as before, Gawain places his faith in the girdle given to him by Bertilak's wife. From the Christian perspective, this leads to disastrous and embarrassing consequences for Gawain as he is forced to re-evaluate his faith when the Green Knight points out his betrayal. Another interpretation sees the work in terms of the perfection of virtue, with the pentangle representing the moral perfection of the connected virtues, the Green Knight as Christ exhibiting perfect fortitude, and Gawain as slightly imperfect in fortitude by virtue of flinching when under the threat of death. An analogy is also made between Gawain's trial and the Biblical test that Adam encounters in the Garden of Eden. Adam succumbs to Eve just as Gawain surrenders to Bertilak's wife by accepting the girdle. Although Gawain sins by putting his faith in the girdle and not confessing when he is caught, the Green Knight pardons him, thereby allowing him to become a better Christian by learning from his mistakes. Through the various games played and hardships endured, Gawain finds his place within the Christian world. Feminist interpretations Feminist literary critics see the poem as portraying women's ultimate power over men. Morgan le Fay and Bertilak's wife, for example, are the most powerful characters in the poem—Morgan especially, as she begins the game by enchanting the Green Knight. The girdle and Gawain's scar can be seen as symbols of feminine power, each of them diminishing Gawain's masculinity. Gawain's misogynist passage, in which he blames all his troubles on women and lists the many men who have fallen prey to women's wiles, further supports the feminist view of ultimate female power in the poem. In contrast, others argue that the poem focuses mostly on the opinions, actions, and abilities of men. For example, on the surface, it appears that Bertilak's wife is a strong leading character. By adopting the masculine role, she appears to be an empowered individual, particularly in the bedroom scene. This is not entirely the case, however. While the Lady is being forward and outgoing, Gawain's feelings and emotions are the focus of the story, and Gawain stands to gain or lose the most. The Lady "makes the first move", so to speak, but Gawain decides what is to become of those actions. He, therefore, is in charge of the situation and even the relationship. In the bedroom scene, both the negative and positive actions of the Lady are motivated by her desire. Her feelings cause her to step out of the typical female role and into that of the male, thus becoming more empowered. At the same time, those same actions make the Lady appear adulterous; some scholars compare her with Eve in the Bible. By forcing Gawain to take her girdle, i.e., the apple, the pact made with Bertilak—and therefore the Green Knight—is broken. In this sense, it is clear that at the hands of the Lady, Gawain is a "good man seduced". Postcolonial interpretations From 1350 to 1400—the period in which the poem is thought to have been written—Wales experienced several raids at the hands of the English, who were attempting to colonise the area. The Gawain poet uses a North West Midlands dialect common on the Welsh–English border, potentially placing him in the midst of this conflict. Patricia Clare Ingham is credited with first viewing the poem through the lens of postcolonialism, and since then a great deal of dispute has emerged over the extent to which colonial differences play a role in the poem. Most critics agree that gender plays a role but differ about whether gender supports the colonial ideals or replaces them as English and Welsh cultures interact in the poem. A large amount of critical debate also surrounds the poem as it relates to the bi-cultural political landscape of the time. Some argue that Bertilak is an example of the hybrid Anglo-Welsh culture found on the Welsh–English border. They therefore view the poem as a reflection of a hybrid culture that plays strong cultures off one another to create a new set of cultural rules and traditions. Other scholars, however, argue that historically much Welsh blood was shed well into the 14th century, creating a situation far removed from the more friendly hybridisation suggested by Ingham. To support this argument further, it is suggested that the poem creates an "us versus them" scenario contrasting the knowledgeable civilised English with the uncivilised borderlands that are home to Bertilak and the other monsters that Gawain encounters. In contrast to this perception of the colonial lands, others argue that the land of Hautdesert, Bertilak's territory, has been misrepresented or ignored in modern criticism. They suggest that it is a land with its own moral agency, one that plays a central role in the story. Bonnie Lander, for example, argues that the denizens of Hautdesert are "intelligently immoral", choosing to follow certain codes and rejecting others, a position which creates a "distinction … of moral insight versus moral faith". Lander thinks that the border dwellers are more sophisticated because they do not unthinkingly embrace the chivalric codes but challenge them in a philosophical, and—in the case of Bertilak's appearance at Arthur's court—literal sense. Lander's argument about the superiority of the denizens of Hautdesert hinges on the lack of self-awareness present in Camelot, which leads to an unthinking populace that frowns on individualism. In this view, it is not Bertilak and his people, but Arthur and his court, who are the monsters. Gawain's journey Several scholars have attempted to find a real-world correspondence for Gawain's journey to the Green Chapel. The Anglesey islands, for example, are mentioned in the poem. They exist today as a single island off the coast of Wales. In line 700, Gawain is said to pass the (Holy Head), believed by many scholars to be either Holywell or the Cistercian abbey of Poulton in Pulford. Holywell is associated with the beheading of Saint Winifred. As the story goes, Winifred was a virgin who was beheaded by a local leader after she refused his sexual advances. Her uncle, another saint, put her head back in place and healed the wound, leaving only a white scar. The parallels between this story and Gawain's make this area a likely candidate for the journey. Gawain's trek leads him directly into the centre of the Pearl Poet's dialect region, where the candidates for the locations of the Castle at Hautdesert and the Green Chapel stand. Hautdesert is thought to be in the area of Swythamley in northwest Midland, as it lies in the writer's dialect area and matches the topographical features described in the poem. The area is also known to have housed all of the animals hunted by Bertilak (deer, boar, fox) in the 14th century. The Green Chapel is thought to be in either Lud's Church or Wetton Mill, as these areas closely match the descriptions given by the author. Ralph Elliott located the chapel (two miles hence) from the old manor house at Swythamley Park at (the bottom of a valley) on a hillside (loke a littel on þe launde on þi lyfte honde) in an enormous fissure (). Several have tried to replicate this expedition and others such as Michael W. Twomey have created a virtual tour of Gawain's journey entitled 'Travels with Sir Gawain' that include photographs of landscapes mentioned and particular views mentioned in the text. Homoerotic interpretations According to Queer scholar Richard Zeikowitz, the Green Knight represents a threat to homosocial friendship in his medieval world. Zeikowitz argues that the narrator of the poem seems entranced by the Knight's beauty, homoeroticising him in poetic form. The Green Knight's attractiveness challenges the homosocial rules of King Arthur's court and poses a threat to their way of life. Zeikowitz also states that Gawain seems to find Bertilak as attractive as the narrator finds the Green Knight. Bertilak, however, follows the homosocial code and develops a friendship with Gawain. Gawain's embracing and kissing Bertilak in several scenes thus represents not a homosexual but a homosocial expression. Men of the time often embraced and kissed, and this was acceptable under the chivalric code. Nonetheless, Zeikowitz claims the Green Knight blurs the lines between homosociality and homosexuality, representing the difficulty medieval writers sometimes had in separating the two. Queer scholar Carolyn Dinshaw argues that the poem may have been a response to accusations that Richard II had a male lover—an attempt to re-establish the idea that heterosexuality was the Christian norm. Around the time the poem was written, the Catholic Church was beginning to express concerns about kissing between males. Many religious figures were trying to make the distinction between strong trust and friendship between males and homosexuality. She asserts that the Pearl Poet seems to have been simultaneously entranced and repulsed by homosexual desire. According to Dinshaw, in his other poem Cleanness, he points out several grievous sins, but spends lengthy passages describing them in minute detail, and she sees this alleged' obsession' as carrying over to Gawain in his descriptions of the Green Knight. Beyond this, Dinshaw proposes that Gawain can be read as a woman-like figure. In her view, he is the passive one in the advances of Bertilak's wife, as well as in his encounters with Bertilak himself, where he acts the part of a woman in kissing the man. However, while the poem does have homosexual elements, these elements are brought up by the poet to establish heterosexuality as the normal lifestyle of Gawain's world. The poem does this by making the kisses between the Lady and Gawain sexual in nature but rendering the kisses between Gawain and Bertilak "unintelligible" to the medieval reader. In other words, the poet portrays kisses between a man and a woman as having the possibility of leading to sex, while in a heterosexual world, kisses between a man and a man are portrayed as having no such possibility. Modern adaptations Books Though the surviving manuscript dates from the fourteenth century, the first published version of the poem did not appear until as late as 1839, when Sir Frederic Madden of the British Museum recognised the poem as worth reading. Madden's scholarly, Middle English edition of the poem was followed in 1898 by the first Modern English translation – a prose version by literary scholar Jessie Weston. In 1925, J. R. R. Tolkien and E. V. Gordon published a scholarly edition of the Middle English text of Sir Gawain and the Green Knight; a revised edition of this text was prepared by Norman Davis and published in 1967. The book, featuring a text in Middle English with extensive scholarly notes, is frequently confused with the translation into Modern English that Tolkien prepared, along with translations of Pearl and Sir Orfeo, late in his life. Many editions of the latter work, first published in 1975, shortly after his death, list Tolkien on the cover as author rather than translator. Many translations into Modern English are available. Notable translators include Jessie Weston, whose 1898 prose translation and 1907 poetic translation took many liberties with the original; Theodore Banks, whose 1929 translation was praised for its adaptation of the language to modern usage; and Marie Borroff, whose imitative translation was first published in 1967 and "entered the academic canon" in 1968, in the second edition of the Norton Anthology of English Literature. In 2010, her (slightly revised) translation was published as a Norton Critical Edition, with a foreword by Laura Howes. In 2007, Simon Armitage, who grew up near the Gawain poet's purported residence, published a translation which attracted attention in the US and the United Kingdom, and was published in the United States by Norton. Film and television The poem has been adapted to film three times, twice by writer-director Stephen Weeks: first as Gawain and the Green Knight in 1973 and again in 1984 as Sword of the Valiant: The Legend of Sir Gawain and the Green Knight, featuring Miles O'Keeffe as Gawain and Sean Connery as the Green Knight. Both films have been criticised for deviating from the poem's plot. Also, Bertilak and the Green Knight are never connected. On 30 July 2021, The Green Knight was released, directed by American filmmaker David Lowery for A24 and starring Dev Patel as Gawain and Ralph Ineson as the Green Knight, albeit with some significant deviations from the original story. There have been at least two television adaptations, Gawain and the Green Knight in 1991 and the animated Sir Gawain and the Green Knight in 2002. The BBC broadcast a documentary presented by Simon Armitage in which the journey depicted in the poem is traced, using what are believed to be the actual locations. Theatre The Tyneside Theatre company presented a stage version of Sir Gawain and the Green Knight at the University Theatre, Newcastle at Christmas 1971. It was directed by Michael Bogdanov and adapted for the stage from the translation by Brian Stone. The music and lyrics were composed by Iwan Williams using medieval carols, such as the Boar's Head Carol, as inspiration and folk instruments such as the Northumbrian pipes, whistles and bhodran to create a "rough" feel. Stone had referred Bogdanov to Cuchulain and the Beheading Game, a sequence which is contained in the Grenoside Sword dance. Bogdanov found the pentangle theme to be contained in most sword dances, and so incorporated a long sword dance while Gawain lay tossing uneasily before getting up to go to the Green Chapel. The dancers made the knot of the pentangle around his drowsing head with their swords. The interlacing of the hunting and wooing scenes was achieved by frequent cutting of the action from hunt to bedchamber and back again, while the locale of both remained on-stage. In 1992 Simon Corble created an adaptation with medieval songs and music for The Midsommer Actors' Company. performed as walkabout productions in the summer 1992 at Thurstaston Common and Beeston Castle and in August 1995 at Brimham Rocks, North Yorkshire. Corble later wrote a substantially revised version which was produced indoors at the O'Reilly Theatre, Oxford in February 2014. Opera Sir Gawain and the Green Knight was first adapted as an opera in 1978 by the composer Richard Blackford on commission from the village of Blewbury, Oxfordshire. The libretto was written for the adaptation by the children's novelist John Emlyn Edwards. The "Opera in Six Scenes" was subsequently recorded by Decca between March and June 1979 and released on the Argo label in November 1979. Sir Gawain and the Green Knight was adapted into an opera called Gawain by Harrison Birtwistle, first performed in 1991. Birtwistle's opera was praised for maintaining the complexity of the poem while translating it into lyric, musical form. Another operatic adaptation is Lynne Plowman's Gwyneth and the Green Knight, first performed in 2002. This opera uses Sir Gawain as the backdrop but refocuses the story on Gawain's female squire, Gwyneth, who is trying to become a knight. Plowman's version was praised for its approachability, as its target is the family audience and young children, but criticised for its use of modern language and occasional preachy nature. Notes References External links Online texts High-resolution, full-sized scan of entire manuscript Full original text and translation interspersed. JRR Tolkien and EV Gordon's Edition (various translations) Russian translation General information The Gawain/Pearl Poet from the University of Calgary The Camelot Project Info on Sir Gawain Luminarium SGGK Website Oxford Bibliographies: Bibliography on Sir Gawain and the Green Knight BBC documentary tour of locations thought to be found in the poem... Holywell, the River Mersey, the 'Wild Wirral', the Peak District, the Roaches, and Lud Chapel BBC "In Our Time" podcast discussing the poem Sir Gawain Introduction - Article introducing various translations and adaptations of Sir Gawain 14th-century books 14th-century poems Arthurian literature in Middle English Cephalophores Cotton Library Middle English poems Romance (genre) Works of unknown authorship Morgan le Fay
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The Highlands (; , 'the place of the Gaels') is a historical region of Scotland. Culturally, the Highlands and the Lowlands diverged from the Late Middle Ages into the modern period, when Lowland Scots replaced Scottish Gaelic throughout most of the Lowlands. The term is also used for the area north and west of the Highland Boundary Fault, although the exact boundaries are not clearly defined, particularly to the east. The Great Glen divides the Grampian Mountains to the southeast from the Northwest Highlands. The Scottish Gaelic name of literally means "the place of the Gaels" and traditionally, from a Gaelic-speaking point of view, includes both the Western Isles and the Highlands. The area is very sparsely populated, with many mountain ranges dominating the region, and includes the highest mountain in the British Isles, Ben Nevis. During the 18th and early 19th centuries the population of the Highlands rose to around 300,000, but from c. 1841 and for the next 160 years, the natural increase in population was exceeded by emigration (mostly to Canada, the United States, Australia and New Zealand, and migration to the industrial cities of Scotland and England.) The area is now one of the most sparsely populated in Europe. At in 2012, the population density in the Highlands and Islands is less than one seventh of Scotland's as a whole, comparable with that of Bolivia, Chad and Russia. The Highland Council is the administrative body for much of the Highlands, with its administrative centre at Inverness. However, the Highlands also includes parts of the council areas of Aberdeenshire, Angus, Argyll and Bute, Moray, North Ayrshire, Perth and Kinross, Stirling and West Dunbartonshire. The Scottish Highlands is the only area in the British Isles to have the taiga biome as it features concentrated populations of Scots pine forest: see Caledonian Forest. It is the most mountainous part of the United Kingdom. History Culture Between the 15th century and the mid-20th century, the area differed from most of the Lowlands in terms of language. In Scottish Gaelic, the region is known as the , because it was traditionally the Gaelic-speaking part of Scotland, although the language is now largely confined to The Hebrides. The terms are sometimes used interchangeably but have different meanings in their respective languages. Scottish English (in its Highland form) is the predominant language of the area today, though Highland English has been influenced by Gaelic speech to a significant extent. Historically, the "Highland line" distinguished the two Scottish cultures. While the Highland line broadly followed the geography of the Grampians in the south, it continued in the north, cutting off the north-eastern areas, that is Eastern Caithness, Orkney and Shetland, from the more Gaelic Highlands and Hebrides. Historically, the major social unit of the Highlands was the clan. Scottish kings, particularly James VI, saw clans as a challenge to their authority; the Highlands was seen by many as a lawless region. The Scots of the Lowlands viewed the Highlanders as backwards and more "Irish". The Highlands were seen as the overspill of Gaelic Ireland. They made this distinction by separating Germanic "Scots" English and the Gaelic by renaming it "Erse" a play on Eire. Following the Union of the Crowns, James VI had the military strength to back up any attempts to impose some control. The result was, in 1609, the Statutes of Iona which started the process of integrating clan leaders into Scottish society. The gradual changes continued into the 19th century, as clan chiefs thought of themselves less as patriarchal leaders of their people and more as commercial landlords. The first effect on the clansmen who were their tenants was the change to rents being payable in money rather than in kind. Later, rents were increased as Highland landowners sought to increase their income. This was followed, mostly in the period 1760–1850, by agricultural improvement that often (particularly in the Western Highlands) involved clearance of the population to make way for large scale sheep farms. Displaced tenants were set up in crofting communities in the process. The crofts were intended not to provide all the needs of their occupiers; they were expected to work in other industries such as kelping and fishing. Crofters came to rely substantially on seasonal migrant work, particularly in the Lowlands. This gave impetus to the learning of English, which was seen by many rural Gaelic speakers to be the essential "language of work". Older historiography attributes the collapse of the clan system to the aftermath of the Jacobite risings. This is now thought less influential by historians. Following the Jacobite rising of 1745 the British government enacted a series of laws to try to suppress the clan system, including bans on the bearing of arms and the wearing of tartan, and limitations on the activities of the Scottish Episcopal Church. Most of this legislation was repealed by the end of the 18th century as the Jacobite threat subsided. There was soon a rehabilitation of Highland culture. Tartan was adopted for Highland regiments in the British Army, which poor Highlanders joined in large numbers in the era of the Revolutionary and Napoleonic Wars (1790–1815). Tartan had largely been abandoned by the ordinary people of the region, but in the 1820s, tartan and the kilt were adopted by members of the social elite, not just in Scotland, but across Europe. The international craze for tartan, and for idealising a romanticised Highlands, was set off by the Ossian cycle, and further popularised by the works of Walter Scott. His "staging" of the visit of King George IV to Scotland in 1822 and the king's wearing of tartan resulted in a massive upsurge in demand for kilts and tartans that could not be met by the Scottish woollen industry. Individual clan tartans were largely designated in this period and they became a major symbol of Scottish identity. This "Highlandism", by which all of Scotland was identified with the culture of the Highlands, was cemented by Queen Victoria's interest in the country, her adoption of Balmoral as a major royal retreat, and her interest in "tartenry". Economy Recurrent famine affected the Highlands for much of its history, with significant instances as late as 1817 in the Eastern Highlands and the early 1850s in the West. Over the 18th century, the region had developed a trade of black cattle into Lowland markets, and this was balanced by imports of meal into the area. There was a critical reliance on this trade to provide sufficient food, and it is seen as an essential prerequisite for the population growth that started in the 18th century. Most of the Highlands, particularly in the North and West was short of the arable land that was essential for the mixed, run rig based, communal farming that existed before agricultural improvement was introduced into the region. Between the 1760s and the 1830s there was a substantial trade in unlicensed whisky that had been distilled in the Highlands. Lowland distillers (who were not able to avoid the heavy taxation of this product) complained that Highland whisky made up more than half the market. The development of the cattle trade is taken as evidence that the pre-improvement Highlands was not an immutable system, but did exploit the economic opportunities that came its way. The illicit whisky trade demonstrates the entrepreneurial ability of the peasant classes. Agricultural improvement reached the Highlands mostly over the period 1760 to 1850. Agricultural advisors, factors, land surveyors and others educated in the thinking of Adam Smith were keen to put into practice the new ideas taught in Scottish universities. Highland landowners, many of whom were burdened with chronic debts, were generally receptive to the advice they offered and keen to increase the income from their land. In the East and South the resulting change was similar to that in the Lowlands, with the creation of larger farms with single tenants, enclosure of the old run rig fields, introduction of new crops (such as turnips), land drainage and, as a consequence of all this, eviction, as part of the Highland clearances, of many tenants and cottars. Some of those cleared found employment on the new, larger farms, others moved to the accessible towns of the Lowlands. In the West and North, evicted tenants were usually given tenancies in newly created crofting communities, whilst their former holdings were converted into large sheep farms. Sheep farmers could pay substantially higher rents than the run rig farmers and were much less prone to falling into arrears. Each croft was limited in size so that the tenants would have to find work elsewhere. The major alternatives were fishing and the kelp industry. Landlords took control of the kelp shores, deducting the wages earned by their tenants from the rent due and retaining the large profits that could be earned at the high prices paid for the processed product during the Napoleonic wars. When the Napoleonic wars finished in 1815, the Highland industries were affected by the return to a peacetime economy. The price of black cattle fell, nearly halving between 1810 and the 1830s. Kelp prices had peaked in 1810, but reduced from £9 a ton in 1823 to £3 13s 4d a ton in 1828. Wool prices were also badly affected. This worsened the financial problems of debt-encumbered landlords. Then, in 1846, potato blight arrived in the Highlands, wiping out the essential subsistence crop for the overcrowded crofting communities. As the famine struck, the government made clear to landlords that it was their responsibility to provide famine relief for their tenants. The result of the economic downturn had been that a large proportion of Highland estates were sold in the first half of the 19th century. T M Devine points out that in the region most affected by the potato famine, by 1846, 70 per cent of the landowners were new purchasers who had not owned Highland property before 1800. More landlords were obliged to sell due to the cost of famine relief. Those who were protected from the worst of the crisis were those with extensive rental income from sheep farms. Government loans were made available for drainage works, road building and other improvements and many crofters became temporary migrants – taking work in the Lowlands. When the potato famine ceased in 1856, this established a pattern of more extensive working away from the Highlands. The unequal concentration of land ownership remained an emotional and controversial subject, of enormous importance to the Highland economy, and eventually became a cornerstone of liberal radicalism. The poor crofters were politically powerless, and many of them turned to religion. They embraced the popularly oriented, fervently evangelical Presbyterian revival after 1800. Most joined the breakaway "Free Church" after 1843. This evangelical movement was led by lay preachers who themselves came from the lower strata, and whose preaching was implicitly critical of the established order. The religious change energised the crofters and separated them from the landlords; it helped prepare them for their successful and violent challenge to the landlords in the 1880s through the Highland Land League. Violence erupted, starting on the Isle of Skye, when Highland landlords cleared their lands for sheep and deer parks. It was quietened when the government stepped in, passing the Crofters' Holdings (Scotland) Act, 1886 to reduce rents, guarantee fixity of tenure, and break up large estates to provide crofts for the homeless. This contrasted with the Irish Land War underway at the same time, where the Irish were intensely politicised through roots in Irish nationalism, while political dimensions were limited. In 1885 three Independent Crofter candidates were elected to Parliament, which listened to their pleas. The results included explicit security for the Scottish smallholders in the "crofting counties"; the legal right to bequeath tenancies to descendants; and the creation of a Crofting Commission. The Crofters as a political movement faded away by 1892, and the Liberal Party gained their votes. Whisky production Today, the Highlands are the largest of Scotland's whisky producing regions; the relevant area runs from Orkney to the Isle of Arran in the south and includes the northern isles and much of Inner and Outer Hebrides, Argyll, Stirlingshire, Arran, as well as sections of Perthshire and Aberdeenshire. (Other sources treat The Islands, except Islay, as a separate whisky producing region.) This massive area has over 30 distilleries, or 47 when the Islands sub-region is included in the count. According to one source, the top five are The Macallan, Glenfiddich, Aberlour, Glenfarclas and Balvenie. While Speyside is geographically within the Highlands, that region is specified as distinct in terms of whisky productions. Speyside single malt whiskies are produced by about 50 distilleries. According to Visit Scotland, Highlands whisky is "fruity, sweet, spicy, malty". Another review states that Northern Highlands single malt is "sweet and full-bodied", the Eastern Highlands and Southern Highlands whiskies tend to be "lighter in texture" while the distilleries in the Western Highlands produce single malts with a "much peatier influence". Religion The Scottish Reformation achieved partial success in the Highlands. Roman Catholicism remained strong in some areas, owing to remote locations and the efforts of Franciscan missionaries from Ireland, who regularly came to celebrate Mass. There remain significant Catholic strongholds within the Highlands and Islands such as Moidart and Morar on the mainland and South Uist and Barra in the southern Outer Hebrides. The remoteness of the region and the lack of a Gaelic-speaking clergy undermined the missionary efforts of the established church. The later 18th century saw somewhat greater success, owing to the efforts of the SSPCK missionaries and to the disruption of traditional society after the Battle of Culloden in 1746. In the 19th century, the evangelical Free Churches, which were more accepting of Gaelic language and culture, grew rapidly, appealing much more strongly than did the established church. For the most part, however, the Highlands are considered predominantly Protestant, loyal to the Church of Scotland. In contrast to the Catholic southern islands, the northern Outer Hebrides islands (Lewis, Harris and North Uist) have an exceptionally high proportion of their population belonging to the Protestant Free Church of Scotland or the Free Presbyterian Church of Scotland. The Outer Hebrides have been described as the last bastion of Calvinism in Britain and the Sabbath remains widely observed. Inverness and the surrounding area has a majority Protestant population, with most locals belonging to either The Kirk or the Free Church of Scotland. The church maintains a noticeable presence within the area, with church attendance notably higher than in other parts of Scotland. Religion continues to play an important role in Highland culture, with Sabbath observance still widely practised, particularly in the Hebrides. Historical geography In traditional Scottish geography, the Highlands refers to that part of Scotland north-west of the Highland Boundary Fault, which crosses mainland Scotland in a near-straight line from Helensburgh to Stonehaven. However the flat coastal lands that occupy parts of the counties of Nairnshire, Morayshire, Banffshire and Aberdeenshire are often excluded as they do not share the distinctive geographical and cultural features of the rest of the Highlands. The north-east of Caithness, as well as Orkney and Shetland, are also often excluded from the Highlands, although the Hebrides are usually included. The Highland area, as so defined, differed from the Lowlands in language and tradition, having preserved Gaelic speech and customs centuries after the anglicisation of the latter; this led to a growing perception of a divide, with the cultural distinction between Highlander and Lowlander first noted towards the end of the 14th century. In Aberdeenshire, the boundary between the Highlands and the Lowlands is not well defined. There is a stone beside the A93 road near the village of Dinnet on Royal Deeside which states 'You are now in the Highlands', although there are areas of Highland character to the east of this point. A much wider definition of the Highlands is that used by the Scotch whisky industry. Highland Single Malts are produced at distilleries north of an imaginary line between Dundee and Greenock, thus including all of Aberdeenshire and Angus. Inverness is regarded as the Capital of the Highlands, although less so in the Highland parts of Aberdeenshire, Angus, Perthshire and Stirlingshire which look more to Aberdeen, Dundee, Perth, and Stirling as their commercial centres. Highland Council area The Highland Council area, created as one of the local government regions of Scotland, has been a unitary council area since 1996. The council area excludes a large area of the southern and eastern Highlands, and the Western Isles, but includes Caithness. Highlands is sometimes used, however, as a name for the council area, as in the former Highlands and Islands Fire and Rescue Service. Northern is also used to refer to the area, as in the former Northern Constabulary. These former bodies both covered the Highland council area and the island council areas of Orkney, Shetland and the Western Isles. Highland Council signs in the Pass of Drumochter, between Glen Garry and Dalwhinnie, say "Welcome to the Highlands". Highlands and Islands Much of the Highlands area overlaps the Highlands and Islands area. An electoral region called Highlands and Islands is used in elections to the Scottish Parliament: this area includes Orkney and Shetland, as well as the Highland Council local government area, the Western Isles and most of the Argyll and Bute and Moray local government areas. Highlands and Islands has, however, different meanings in different contexts. It means Highland (the local government area), Orkney, Shetland, and the Western Isles in Highlands and Islands Fire and Rescue Service. Northern, as in Northern Constabulary, refers to the same area as that covered by the fire and rescue service. Historical crossings There have been trackways from the Lowlands to the Highlands since prehistoric times. Many traverse the Mounth, a spur of mountainous land that extends from the higher inland range to the North Sea slightly north of Stonehaven. The most well-known and historically important trackways are the Causey Mounth, Elsick Mounth, Cryne Corse Mounth and Cairnamounth. Courier delivery Although most of the Highlands is geographically on the British mainland, it is somewhat less accessible than the rest of Britain; thus most UK couriers categorise it separately, alongside Northern Ireland, the Isle of Man, and other offshore islands. They thus charge additional fees for delivery to the Highlands, or exclude the area entirely. Whilst the physical remoteness from the largest population centres inevitably leads to higher transit cost, there is confusion and consternation over the scale of the fees charged and the effectiveness of their communication, and the use of the word Mainland in their justification. Since the charges are often based on postcode areas, many far less remote areas, including some which are traditionally considered part of the lowlands, are also subject to these charges. Royal Mail is the only delivery network bound by a Universal Service Obligation to charge a uniform tariff across the UK. This, however, applies only to mail items and not larger packages which are dealt with by its Parcelforce division. Geology The Highlands lie to the north and west of the Highland Boundary Fault, which runs from Arran to Stonehaven. This part of Scotland is largely composed of ancient rocks from the Cambrian and Precambrian periods which were uplifted during the later Caledonian Orogeny. Smaller formations of Lewisian gneiss in the northwest are up to 3 billion years old. The overlying rocks of the Torridon Sandstone form mountains in the Torridon Hills such as Liathach and Beinn Eighe in Wester Ross. These foundations are interspersed with many igneous intrusions of a more recent age, the remnants of which have formed mountain massifs such as the Cairngorms and the Cuillin of Skye. A significant exception to the above are the fossil-bearing beds of Old Red Sandstone found principally along the Moray Firth coast and partially down the Highland Boundary Fault. The Jurassic beds found in isolated locations on Skye and Applecross reflect the complex underlying geology. They are the original source of much North Sea oil. The Great Glen is formed along a transform fault which divides the Grampian Mountains to the southeast from the Northwest Highlands. The entire region was covered by ice sheets during the Pleistocene ice ages, save perhaps for a few nunataks. The complex geomorphology includes incised valleys and lochs carved by the action of mountain streams and ice, and a topography of irregularly distributed mountains whose summits have similar heights above sea-level, but whose bases depend upon the amount of denudation to which the plateau has been subjected in various places. Climate The region is much warmer than other areas at similar latitudes (such as Kamchatka in Russia, or Labrador in Canada) because of the Gulf Stream making it cool, damp and temperate. The Köppen climate classification is “Cfb” at low altitudes, then becoming “Cfc”, “Dfc” and “ET” at higher altitudes. Places of interest An Teallach Aonach Mòr (Nevis Range ski centre) Arrochar Alps Balmoral Castle Balquhidder Battlefield of Culloden Beinn Alligin Beinn Eighe Ben Cruachan hydro-electric power station Ben Lomond Ben Macdui (second highest mountain in Scotland and UK) Ben Nevis (highest mountain in Scotland and UK) Cairngorms National Park Cairngorm Ski centre near Aviemore Cairngorm Mountains Caledonian Canal Cape Wrath Carrick Castle Castle Stalker Castle Tioram Chanonry Point Conic Hill Culloden Moor Dunadd Duart Castle Durness Eilean Donan Fingal's Cave (Staffa) Fort George Glen Coe Glen Etive Glen Kinglas Glen Lyon Glen Orchy Glenshee Ski Centre Glen Shiel Glen Spean Glenfinnan (and its railway station and viaduct) Grampian Mountains Hebrides Highland Folk Museum – The first open-air museum in the UK. Highland Wildlife Park Inveraray Castle Inveraray Jail Inverness Castle Inverewe Garden Iona Abbey Isle of staffa Kilchurn Castle Kilmartin Glen Liathach Lecht Ski Centre Loch Alsh Loch Ard Loch Awe Loch Assynt Loch Earn Loch Etive Loch Fyne Loch Goil Loch Katrine Loch Leven Loch Linnhe Loch Lochy Loch Lomond Loch Lomond and the Trossachs National Park Loch Lubnaig Loch Maree Loch Morar Loch Morlich Loch Ness Loch Nevis Loch Rannoch Loch Tay Lochranza Luss Meall a' Bhuiridh (Glencoe Ski Centre) Scottish Sea Life Sanctuary at Loch Creran Rannoch Moor Red Cuillin Rest and Be Thankful stretch of A83 River Carron, Wester Ross River Spey River Tay Ross and Cromarty Smoo Cave Stob Coire a' Chàirn Stac Polly Strathspey Railway Sutherland Tor Castle Torridon Hills Urquhart Castle West Highland Line (scenic railway) West Highland Way (Long-distance footpath) Wester Ross Gallery See also Fauna of Scotland Highland 2007 James Hunter (historian), historian who wrote several books related to the Scottish Highlands List of fauna of the Scottish Highlands List of towns and villages in the Scottish Highlands Mountains and hills of Scotland Notes References Further reading Baxter, Colin, and C. J. Tabraham. The Scottish Highlands (2008), heavily illustrated Gray, Malcolm. The Highland Economy, 1750–1850 (Edinburgh, 1957) Humphreys, Rob, and Donald Reid. The Rough Guide to Scottish Highlands and Islands (3rd ed. 2004) Keay, J. and J. Keay. Collins Encyclopaedia of Scotland (1994) Kermack, William Ramsay. The Scottish Highlands: a short history, c. 300–1746 (1957) Lister, John Anthony. The Scottish Highlands (1978) External links Am Baile – Highland History & Culture in English and Gaelic Community portal site – EU and local authority supported Walking guide HHighland Kilts Don’t Let You Fret About What To Wear National Library of Scotland: SCOTTISH SCREEN ARCHIVE (selection of archive films relating to the Scottish Highlands) Lairds of Battle – Warfare in the Highlands in the sixteenth and seventeenth centuries. Garnett, Thomas (1800) Observations on a tour through the Highlands and part of the western isles and Scotland, particularly Staffa and Icolmkill, in two volumes – from the Linda Hall Library Historical regions in the United Kingdom Geography of Scotland Mountains and hills of Scotland Physiographic provinces Natural regions Highland Boundary Fault Highlands
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Subtitles are text derived from film or television show dialogue that is usually displayed at the bottom of the screen. Subtitle or Subtitles may also refer to: Subtitle (titling), an explanatory or alternate title of a book or other work Subtitle (rapper) (Giovanni Marks, born 1978), an American rapper and producer "Subtitle", a song by The Charlatans from the 1992 album Between 10th and 11th Subtitles Recordings, a record label run by Norwegian disc jockey Teebee See also Surtitles
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SQL ( S-Q-L, "sequel"; Structured Query Language) is a domain-specific language used in programming and designed for managing data held in a relational database management system (RDBMS), or for stream processing in a relational data stream management system (RDSMS). It is particularly useful in handling structured data, i.e. data incorporating relations among entities and variables. SQL offers two main advantages over older read–write APIs such as ISAM or VSAM. Firstly, it introduced the concept of accessing many records with one single command. Secondly, it eliminates the need to specify how to reach a record, e.g. with or without an index. Originally based upon relational algebra and tuple relational calculus, SQL consists of many types of statements, which may be informally classed as sublanguages, commonly: a data query language (DQL), a data definition language (DDL), a data control language (DCL), and a data manipulation language (DML). The scope of SQL includes data query, data manipulation (insert, update and delete), data definition (schema creation and modification), and data access control. Although SQL is essentially a declarative language (4GL), it also includes procedural elements. SQL was one of the first commercial languages to use Edgar F. Codd’s relational model. The model was described in his influential 1970 paper, "A Relational Model of Data for Large Shared Data Banks". Despite not entirely adhering to the relational model as described by Codd, it became the most widely used database language. SQL became a standard of the American National Standards Institute (ANSI) in 1986, and of the International Organization for Standardization (ISO) in 1987. Since then, the standard has been revised to include a larger set of features. Despite the existence of standards, most SQL code requires at least some changes before being ported to different database systems. History SQL was initially developed at IBM by Donald D. Chamberlin and Raymond F. Boyce after learning about the relational model from Edgar F. Codd in the early 1970s. This version, initially called SEQUEL (Structured English Query Language), was designed to manipulate and retrieve data stored in IBM's original quasirelational database management system, System R, which a group at IBM San Jose Research Laboratory had developed during the 1970s. Chamberlin and Boyce's first attempt at a relational database language was SQUARE (Specifying Queries in A Relational Environment), but it was difficult to use due to subscript/superscript notation. After moving to the San Jose Research Laboratory in 1973, they began work on a sequel to SQUARE. The name SEQUEL was later changed to SQL (dropping the vowels) because "SEQUEL" was a trademark of the UK-based Hawker Siddeley Dynamics Engineering Limited company. The label SQL later became the acronym for Structured Query Language. After testing SQL at customer test sites to determine the usefulness and practicality of the system, IBM began developing commercial products based on their System R prototype, including System/38, SQL/DS, and DB2, which were commercially available in 1979, 1981, and 1983, respectively. In the late 1970s, Relational Software, Inc. (now Oracle Corporation) saw the potential of the concepts described by Codd, Chamberlin, and Boyce, and developed their own SQL-based RDBMS with aspirations of selling it to the U.S. Navy, Central Intelligence Agency, and other U.S. government agencies. In June 1979, Relational Software introduced one of the first commercially available implementations of SQL, Oracle V2 (Version2) for VAX computers. By 1986, ANSI and ISO standard groups officially adopted the standard "Database Language SQL" language definition. New versions of the standard were published in 1989, 1992, 1996, 1999, 2003, 2006, 2008, 2011, and most recently, 2016. Syntax The SQL language is subdivided into several language elements, including: Clauses, which are constituent components of statements and queries. (In some cases, these are optional.) Expressions, which can produce either scalar values, or tables consisting of columns and rows of data Predicates, which specify conditions that can be evaluated to SQL three-valued logic (3VL) (true/false/unknown) or Boolean truth values and are used to limit the effects of statements and queries, or to change program flow. Queries, which retrieve the data based on specific criteria. This is an important element of SQL. Statements, which may have a persistent effect on schemata and data, or may control transactions, program flow, connections, sessions, or diagnostics. SQL statements also include the semicolon (";") statement terminator. Though not required on every platform, it is defined as a standard part of the SQL grammar. Insignificant whitespace is generally ignored in SQL statements and queries, making it easier to format SQL code for readability. Procedural extensions SQL is designed for a specific purpose: to query data contained in a relational database. SQL is a set-based, declarative programming language, not an imperative programming language like C or BASIC. However, extensions to Standard SQL add procedural programming language functionality, such as control-of-flow constructs. These include: In addition to the standard SQL/PSM extensions and proprietary SQL extensions, procedural and object-oriented programmability is available on many SQL platforms via DBMS integration with other languages. The SQL standard defines SQL/JRT extensions (SQL Routines and Types for the Java Programming Language) to support Java code in SQL databases. Microsoft SQL Server 2005 uses the SQLCLR (SQL Server Common Language Runtime) to host managed .NET assemblies in the database, while prior versions of SQL Server were restricted to unmanaged extended stored procedures primarily written in C. PostgreSQL lets users write functions in a wide variety of languages—including Perl, Python, Tcl, JavaScript (PL/V8) and C. Interoperability and standardization Overview SQL implementations are incompatible between vendors and do not necessarily completely follow standards. In particular, date and time syntax, string concatenation, NULLs, and comparison case sensitivity vary from vendor to vendor. Particular exceptions are PostgreSQL and Mimer SQL which strive for standards compliance, though PostgreSQL does not adhere to the standard in all cases. For example, the folding of unquoted names to lower case in PostgreSQL is incompatible with the SQL standard, which says that unquoted names should be folded to upper case. Thus, Foo should be equivalent to FOO not foo according to the standard. Popular implementations of SQL commonly omit support for basic features of Standard SQL, such as the DATE or TIME data types. The most obvious such examples, and incidentally the most popular commercial and proprietary SQL DBMSs, are Oracle (whose DATE behaves as DATETIME, and lacks a TIME type) and MS SQL Server (before the 2008 version). As a result, SQL code can rarely be ported between database systems without modifications. Reasons for incompatibility Several reasons for this lack of portability between database systems include: The complexity and size of the SQL standard means that most implementers do not support the entire standard. The standard does not specify database behavior in several important areas (e.g. indices, file storage...), leaving implementations to decide how to behave. The SQL standard precisely specifies the syntax that a conforming database system must implement. However, the standard's specification of the semantics of language constructs is less well-defined, leading to ambiguity. Many database vendors have large existing customer bases; where the newer version of the SQL standard conflicts with the prior behavior of the vendor's database, the vendor may be unwilling to break backward compatibility. Little commercial incentive exists for vendors to make changing database suppliers easier (see vendor lock-in). Users evaluating database software tend to place other factors such as performance higher in their priorities than standards conformance. Standardization history SQL was adopted as a standard by the ANSI in 1986 as SQL-86 and the ISO in 1987. It is maintained by ISO/IEC JTC 1, Information technology, Subcommittee SC 32, Data management and interchange. Until 1996, the National Institute of Standards and Technology (NIST) data-management standards program certified SQL DBMS compliance with the SQL standard. Vendors now self-certify the compliance of their products. The original standard declared that the official pronunciation for "SQL" was an initialism: ("ess cue el"). Regardless, many English-speaking database professionals (including Donald Chamberlin himself) use the acronym-like pronunciation of ("sequel"), mirroring the language's prerelease development name, "SEQUEL". The SQL standard has gone through a number of revisions: Current standard The standard is commonly denoted by the pattern: ISO/IEC 9075-n:yyyy Part n: title, or, as a shortcut, ISO/IEC 9075. ISO/IEC 9075 is complemented by ISO/IEC 13249: SQL Multimedia and Application Packages (SQL/MM), which defines SQL-based interfaces and packages to widely spread applications such as video, audio, and spatial data. Interested parties may purchase SQL standards documents from ISO, IEC or ANSI. A draft of SQL:2008 is freely available as a zip archive. Anatomy of SQL Standard The SQL standard is divided into 10 parts, but with gaps in the numbering due to the withdrawal of outdated parts. ISO/IEC 9075-1:2016 Part 1: Framework (SQL/Framework). It provides logical concepts. ISO/IEC 9075-2:2016 Part 2: Foundation (SQL/Foundation). It contains the most central elements of the language and consists of both mandatory and optional features. ISO/IEC 9075-3:2016 Part 3: Call-Level Interface (SQL/CLI). It defines interfacing components (structures, procedures, variable bindings) that can be used to execute SQL statements from applications written in Ada, C respectively C++, COBOL, Fortran, MUMPS, Pascal or PL/I. (For Java see part 10.) SQL/CLI is defined in such a way that SQL statements and SQL/CLI procedure calls are treated as separate from the calling application's source code. Open Database Connectivity is a well-known superset of SQL/CLI. This part of the standard consists solely of mandatory features. ISO/IEC 9075-4:2016 Part 4: Persistent stored modules (SQL/PSM). It standardizes procedural extensions for SQL, including flow of control, condition handling, statement condition signals and resignals, cursors and local variables, and assignment of expressions to variables and parameters. In addition, SQL/PSM formalizes declaration and maintenance of persistent database language routines (e.g., "stored procedures"). This part of the standard consists solely of optional features. ISO/IEC 9075-9:2016 Part 9: Management of External Data (SQL/MED). It provides extensions to SQL that define foreign-data wrappers and datalink types to allow SQL to manage external data. External data is data that is accessible to, but not managed by, an SQL-based DBMS. This part of the standard consists solely of optional features. ISO/IEC 9075-10:2016 Part 10: Object language bindings (SQL/OLB). It defines the syntax and semantics of SQLJ, which is SQL embedded in Java (see also part 3). The standard also describes mechanisms to ensure binary portability of SQLJ applications, and specifies various Java packages and their contained classes. This part of the standard consists solely of optional features. Unlike SQL/OLB JDBC defines an API and is not part of the SQL standard. ISO/IEC 9075-11:2016 Part 11: Information and definition schemas (SQL/Schemata). It defines the Information Schema and Definition Schema, providing a common set of tools to make SQL databases and objects self-describing. These tools include the SQL object identifier, structure and integrity constraints, security and authorization specifications, features and packages of ISO/IEC 9075, support of features provided by SQL-based DBMS implementations, SQL-based DBMS implementation information and sizing items, and the values supported by the DBMS implementations. This part of the standard contains both mandatory and optional features. ISO/IEC 9075-13:2016 Part 13: SQL Routines and types using the Java TM programming language (SQL/JRT). It specifies the ability to invoke static Java methods as routines from within SQL applications ('Java-in-the-database'). It also calls for the ability to use Java classes as SQL structured user-defined types. This part of the standard consists solely of optional features. ISO/IEC 9075-14:2016 Part 14: XML-Related Specifications (SQL/XML). It specifies SQL-based extensions for using XML in conjunction with SQL. The XML data type is introduced, as well as several routines, functions, and XML-to-SQL data type mappings to support manipulation and storage of XML in an SQL database. This part of the standard consists solely of optional features. ISO/IEC 9075-15:2019 Part 15: Multi-dimensional arrays (SQL/MDA). It specifies a multidimensional array type (MDarray) for SQL, along with operations on MDarrays, MDarray slices, MDarray cells, and related features. This part of the standard consists solely of optional features. Extensions to the ISO/IEC Standard ISO/IEC 9075 is complemented by ISO/IEC 13249 SQL Multimedia and Application Packages. This closely related but separate standard is developed by the same committee. It defines interfaces and packages based on SQL. The aim is a unified access to typical database applications like text, pictures, data mining or spatial data. ISO/IEC 13249-1:2016 Part 1: Framework ISO/IEC 13249-2:2003 Part 2: Full-Text ISO/IEC 13249-3:2016 Part 3: Spatial ISO/IEC 13249-5:2003 Part 5: Still image ISO/IEC 13249-6:2006 Part 6: Data mining ISO/IEC 13249-7:2013 Part 7: History ISO/IEC 13249-8:xxxx Part 8: Metadata Registry Access MRA (work in progress) Technical reports ISO/IEC 9075 is also accompanied by a series of Technical Reports, published as ISO/IEC TR 19075. These Technical Reports explain the justification for and usage of some features of SQL, giving examples where appropriate. The Technical Reports are non-normative; if there is any discrepancy from 9075, the text in 9075 holds. Currently available 19075 Technical Reports are: ISO/IEC TR 19075-1:2011 Part 1: XQuery Regular Expression Support in SQL ISO/IEC TR 19075-2:2015 Part 2: SQL Support for Time-Related Information ISO/IEC TR 19075-3:2015 Part 3: SQL Embedded in Programs using the Java programming language ISO/IEC TR 19075-4:2015 Part 4: SQL with Routines and types using the Java programming language ISO/IEC TR 19075-5:2016 Part 5: Row Pattern Recognition in SQL ISO/IEC TR 19075-6:2017 Part 6: SQL support for JavaScript Object Notation (JSON) ISO/IEC TR 19075-7:2017 Part 7: Polymorphic table functions in SQL ISO/IEC TR 19075-8:2019 Part 8: Multi-Dimensional Arrays (SQL/MDA) ISO/IEC TR 19075-9:2020 Part 9: Online analytic processing (OLAP) capabilities Alternatives A distinction should be made between alternatives to SQL as a language, and alternatives to the relational model itself. Below are proposed relational alternatives to the SQL language. See navigational database and NoSQL for alternatives to the relational model. .QL: object-oriented Datalog 4D Query Language (4D QL) Datalog: critics suggest that Datalog has two advantages over SQL: it has cleaner semantics, which facilitates program understanding and maintenance, and it is more expressive, in particular for recursive queries. HTSQL: URL based query method IBM Business System 12 (IBM BS12): one of the first fully relational database management systems, introduced in 1982 ISBL jOOQ: SQL implemented in Java as an internal domain-specific language Java Persistence Query Language (JPQL): The query language used by the Java Persistence API and Hibernate persistence library JavaScript: MongoDB implements its query language in a JavaScript API. LINQ: Runs SQL statements written like language constructs to query collections directly from inside .Net code Object Query Language QBE (Query By Example) created by Moshè Zloof, IBM 1977 QUEL introduced in 1974 by the U.C. Berkeley Ingres project, closer to tuple relational calculus than SQL Tutorial D XQuery Distributed SQL processing Distributed Relational Database Architecture (DRDA) was designed by a work group within IBM from 1988 to 1994. DRDA enables network connected relational databases to cooperate to fulfill SQL requests. An interactive user or program can issue SQL statements to a local RDB and receive tables of data and status indicators in reply from remote RDBs. SQL statements can also be compiled and stored in remote RDBs as packages and then invoked by package name. This is important for the efficient operation of application programs that issue complex, high-frequency queries. It is especially important when the tables to be accessed are located in remote systems. The messages, protocols, and structural components of DRDA are defined by the Distributed Data Management Architecture. Distributed SQL processing ala DRDA is distinctive from contemporary distributed SQL databases. Criticisms Design SQL deviates in several ways from its theoretical foundation, the relational model and its tuple calculus. In that model, a table is a set of tuples, while in SQL, tables and query results are lists of rows; the same row may occur multiple times, and the order of rows can be employed in queries (e.g. in the LIMIT clause). Critics argue that SQL should be replaced with a language that returns strictly to the original foundation: for example, see The Third Manifesto. Orthogonality and completeness Early specifications did not support major features, such as primary keys. Result sets could not be named, and subqueries had not been defined. These were added in 1992. The lack of sum types have been described as a roadblock to full use of SQL's user-defined types. JSON support, for example, needs to be added by a new standard in 2016. Null The concept of Null is the subject of some debates. The Null marker indicates the absence of a value, and is distinct from a value of 0 for an integer column or an empty string for a text column. The concept of Nulls enforces the 3-valued-logic in SQL, which is a concrete implementation of the general 3-valued logic. Duplicates Another popular criticism is that it allows duplicate rows, making integration with languages such as Python, whose data types might make accurately representing the data difficult, in terms of parsing and by the absence of modularity. This is usually avoided by declaring a primary key, or a unique constraint, with one or more columns that uniquely identifies a row in the table. Impedance mismatch In a similar sense to object–relational impedance mismatch, a mismatch occurs between the declarative SQL language and the procedural languages in which SQL is typically embedded. SQL data types The SQL standard defines three kinds of data types: predefined data types constructed types user-defined types. Constructed types are one of ARRAY, MULTISET, REF(erence), or ROW. User-defined types are comparable to classes in object-oriented language with their own constructors, observers, mutators, methods, inheritance, overloading, overwriting, interfaces, and so on. Predefined data types are intrinsically supported by the implementation. Predefined data types Character types Character (CHAR) Character varying (VARCHAR) Character large object (CLOB) National character types National character (NCHAR) National character varying (NCHAR VARYING) National character large object (NCLOB) Binary types Binary (BINARY) Binary varying (VARBINARY) Binary large object (BLOB) Numeric types Exact numeric types (NUMERIC, DECIMAL, SMALLINT, INTEGER, BIGINT) Approximate numeric types (FLOAT, REAL, DOUBLE PRECISION) Decimal floating-point type (DECFLOAT) Datetime types (DATE, TIME, TIMESTAMP) Interval type (INTERVAL) Boolean XML JSON See also Wikibook SQL Object database List of relational database management systems Comparison of relational database management systems Comparison of object–relational database management systems D (data language specification) Query by Example SQL syntax Oracle PL/SQL Microsoft Transact-SQL (T-SQL) IBM DB2 Online transaction processing (OLTP) Online analytical processing (OLAP) Data warehouse Relational data stream management system NoSQL MUMPS Hierarchical database model Star schema Snowflake schema Notes References Sources Discussion on alleged SQL flaws (C2 wiki) C. J. Date with Hugh Darwen: A Guide to the SQL standard : a users guide to the standard database language SQL, 4th ed., Addison Wesley, USA 1997, SQL standards documents ITTF publicly available standards and technical reports The ISO/IEC Information Technology Task Force publishes publicly available standards including SQL. Technical Corrigenda (corrections) and Technical Reports (discussion documents) are published there. SQL -- Part 1: Framework (SQL/Framework) Draft documents Formal SQL standards are available from ISO and ANSI for a fee. For informative use, as opposed to strict standards compliance, late drafts often suffice. SQL:2011 draft SQL-92 draft External links 1995 SQL Reunion: People, Projects, and Politics, by Paul McJones (ed.): transcript of a reunion meeting devoted to the personal history of relational databases and SQL. American National Standards Institute. X3H2 Records, 1978–1995 Charles Babbage Institute Collection documents the H2 committee's development of the NDL and SQL standards. Oral history interview with Donald D. Chamberlin Charles Babbage Institute In this oral history Chamberlin recounts his early life, his education at Harvey Mudd College and Stanford University, and his work on relational database technology. Chamberlin was a member of the System R research team and, with Raymond F. Boyce, developed the SQL database language. Chamberlin also briefly discusses his more recent research on XML query languages. Comparison of Different SQL Implementations This comparison of various SQL implementations is intended to serve as a guide to those interested in porting SQL code between various RDBMS products, and includes comparisons between SQL:2008, PostgreSQL, DB2, MS SQL Server, MySQL, Oracle, and Informix. Event stream processing with SQL - An introduction to real-time processing of streaming data with continuous SQL queries BNF Grammar for ISO/IEC 9075:2003, part 2 SQL/Framework Articles with example SQL code Data modeling languages Declarative programming languages Programming languages with an ISO standard Query languages Relational database management systems Data-centric programming languages Programming languages created in 1974
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The Sturgeon class (known colloquially in naval circles as the 637 class''') was a class of nuclear-powered fast attack submarines (SSN) in service with the United States Navy from the 1960s until 2004. They were the "workhorses" of the Navy's attack submarine fleet throughout much of the Cold War. The boats were phased out in the 1990s and early 21st century, as their successors, the , followed by the and -class boats, entered service. Design The Sturgeons were essentially lengthened and improved variants of the Thresher/Permit class that directly preceded them. The five-compartment arrangement of the Permits was retained, including the bow compartment, operations compartment, reactor compartment, auxiliary machinery room no. 2, and the engine room. The extra length was in the operations compartment, including longer torpedo racks to accommodate additional Mark 37 torpedoes, the most advanced in service at the time of the class's design in the late 1950s. The class was redesigned to SUBSAFE requirements concurrently with the construction of the first units, with seawater, main ballast, and other systems modified for improved safety. The biggest difference was the much larger sail, which permitted a second periscope and additional intelligence-gathering masts, and which reduced the risk of the submarine broaching the surface in heavy seas. The fairwater planes mounted on the sail could rotate 90 degrees, allowing the submarine to surface through thin ice. Because the S5W reactor was used (the same as in the Skipjacks and Thresher/Permits), the sail was enlarged (increasing drag), and the displacement was increased, the Sturgeons' top speed was , 2 knots slower than the Thresher/Permits. The last nine Sturgeons were lengthened to provide more space for electronic equipment and habitability. The extra space also helped facilitate the use of dry deck shelters first deployed in 1982. The class received mid-life upgrades in the 1980s, including the BQQ-5 sonar suite with a retractable towed array, Mk 117 torpedo fire control equipment, and other electronics upgrades. Armament The Sturgeon-class boats were equipped to carry the Harpoon missile, the Tomahawk cruise missile, the UUM-44 SUBROC, the Mark 67 SLMM and Mark 60 CAPTOR mines, and the MK-48 and ADCAP torpedoes. Torpedo tubes were located amidships to accommodate the bow-mounted sonar. The bow covering the sonar sphere was made from steel or glass reinforced plastic (GRP), both varieties having been produced both booted and not booted. Booted domes are covered with a half-inch layer of rubber. The GRP domes improved the bow sonar sphere performance; though for intelligence gathering missions, the towed-array sonar was normally used as it was a much more sensitive array. Noise reduction Several Sturgeon boats and related submarines were modifications of the original designs to test ways to reduce noise. was outfitted with Raytheon Harmonic Power Conditioners which eliminated an electrical bus noise problem that was inherent in the class. This was done by harmonic conditioning of the power system. This successful feature was later outfitted on the entire class. was outfitted with SHT (special hull treatment) during a non-refueling overhaul, which reduced noise and the submarine sonar profile. , a one-ship class, was completed using a turbo-electric system for main propulsion rather than a reduction gear drive from the steam turbines. The massive motor and associated generators required her to be lengthened to . The Lipscombs trial of turbo-electric propulsion was not considered successful due to lower speed - top speed was , 5 knots slower than the Thresher/Permits - and a lack of reliability, and she was decommissioned in 1989. , the most quiet submarine of her era, is often listed as a Sturgeon-class boat: nearly all references from the time of her construction in the 1960s identify her as such. However, later sources such as Friedman (1994) identify her as a unique design with very little in common with the Sturgeon-class. The published list of Ship Characteristics Board projects would seem to confirm this later view: the Thresher/Permit-class was designed under project SCB 188, the Sturgeon-class was under SCB 188A, and the three stretched Thresher/Permit-class boats were under SCB 188M. Narwhal was designed under project SCB 245, not under a SCB 188 variation. Another piece of evidence that supports this is that the Sturgeon design was purposely revised for compliance with the SUBSAFE program, but Narwhal was built with at least one deliberate SUBSAFE violation. It is possible that the identification of Narwhal as a Sturgeon boat may have been an attempt at disinformation. Variants Beginning with , units of this class had a longer hull, giving them more living and working space than previous submarines. received an additional hull extension containing cable tapping equipment that brought her total length to . A number of the long hull Sturgeon-class SSNs, including Parche, L. Mendel Rivers, and Richard B. Russell were involved in top-secret reconnaissance missions, including cable tap operations in the Barents and Okhotsk seas. Parche received nine Presidential Unit Citations for successful missions. A total of seven boats were modified to carry the SEAL Dry Deck Shelter (DDS). The DDS is a submersible launch hangar with a lockout chamber attached to the ship's midships weapons shipping hatch, facilitating the use of SEAL Delivery Vehicles. DDS-equipped boats were tasked with the covert insertion of special forces. Boats From Register of Ships of the US Navy, 1775-1990. Short hull Long hull (DDS) (DDS) (ex-Redfish) (DDS) (DDS) (DDS) (R&D) (DDS) (DDS) Derivatives One other Navy vessel was based on the Sturgeon'' hull, but was modified for experimental reasons: See also List of submarines of the United States Navy List of submarine classes of the United States Navy References Citations Sources External links fas.org: Sturgeon class Bellona Report Photo galleries of US nuclear attack submarines at NavSource.org Submarine classes Sturgeon class Sturgeon class
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The second AFL-NFL World Championship Game (known retroactively as Super Bowl II) was an American football game played on January 14, 1968, at the Orange Bowl in Miami, Florida. The National Football League (NFL)'s defending champion Green Bay Packers defeated the American Football League (AFL) champion Oakland Raiders by the score of 33–14. This game and Super Bowl III are the only two Super Bowl games to be played in back-to-back years in the same stadium. Coming into the game, much like during the first Super Bowl, many sports writers and fans believed that any team in the NFL was vastly superior to any club in the AFL. The Packers, the defending champions, posted a 9–4–1 record during the 1967 NFL season before defeating the Dallas Cowboys, 21–17, in the 1967 NFL Championship Game (also popularly known as the Ice Bowl). The Raiders finished the 1967 AFL season at 13–1, and defeated the Houston Oilers, 40–7, in the 1967 AFL Championship Game. As expected, Green Bay dominated Oakland throughout the majority of Super Bowl II. The Raiders could only score two touchdown passes from quarterback Daryle Lamonica. Meanwhile, Packers kicker Don Chandler made four field goals, including three in the first half, while defensive back Herb Adderley had a 60-yard interception return for a touchdown that put the game away. Green Bay quarterback Bart Starr was named the MVP for the second straight time, becoming the first back-to-back Super Bowl MVP for his 13 of 24 passes for 202 yards and one touchdown. Background The game was awarded to Miami on May 25, 1967, at the owners meetings held in New York City. Green Bay Packers The Packers advanced to their second straight AFL-NFL World Championship Game, but had a much more difficult time than in the previous season. Both of their starting running backs from the previous year, future Pro Football Hall of Famers Paul Hornung and Jim Taylor, had left the team. Their replacements, Elijah Pitts and Jim Grabowski, both went down with season-ending injuries, forcing Green Bay coach Vince Lombardi to use second-year reserve running back Donny Anderson and rookie Travis Williams. Fullbacks Chuck Mercein and Ben Wilson, who were signed as free agents after being discarded by many other teams, were also used to help compensate for the loss of Hornung and Taylor. Meanwhile, the team's 33-year-old veteran quarterback Bart Starr had missed 4 games during the season with injuries, and finished the season with nearly twice as many interceptions (17) as touchdown passes (9). The team's deep threat was provided by veteran receivers Carroll Dale, who recorded 35 receptions for 738 yards (a 21.1 average), and 5 touchdowns; and Pro Bowler Boyd Dowler, who had 54 catches for 846 yards and 4 touchdowns. The Packers still had the superb blocking of linemen Jerry Kramer, Fred Thurston and Forrest Gregg. On special teams, Williams returned 18 kickoffs for 749 yards and an NFL record 4 touchdowns, giving him a whopping 41.1 yards per return average. But overall the team ranked just 9th out of 16 NFL teams in scoring with 332 points. The Packers defense, however, allowed only 209 points, the 3rd best in the NFL. Even this figure was misleading, since Green Bay had yielded only 131 points in the first 11 games (when they clinched their division), the lowest total in professional football. Three members of Green Bay's secondary, the strongest aspect of their defense, were named to the Pro Bowl: defensive backs Willie Wood, Herb Adderley, and Bob Jeter. The Packers also had a superb defensive line led by Henry Jordan and Willie Davis. Behind them, the Packers linebacking core was led by Ray Nitschke. The Packers won the NFL's Central Division with a 9–4–1 regular season record, clinching the division in the 11th week of the season. During the last three weeks, the Packers gave up an uncharacteristic total of 78 points, after having yielded only about a dozen points per game in their first 11 contests. In the playoffs, Green Bay returned to its dominant form, blowing away their first playoff opponent, the Los Angeles Rams, in the Western Conference Championship Game, 28–7. The next week, Green Bay then came from behind to defeat the Dallas Cowboys in the NFL championship game for the second year in a row, in one of the most famous games in NFL lore: The Ice Bowl. Oakland Raiders The Raiders, led by head coach John Rauch, had stormed to the top of the AFL with a 13–1 regular season record (their only defeat was an October 7 loss to the New York Jets, 27–14), and went on to crush the Houston Oilers, 40–7, in the AFL Championship game. They had led all AFL and NFL teams in scoring with 468 points. And starting quarterback Daryle Lamonica had thrown for 3,228 yards and an AFL-best 30 touchdown passes. The offensive line was anchored by center Jim Otto and rookie guard Gene Upshaw, along with AFL All-Stars Harry Schuh and Wayne Hawkins. Wide receiver Fred Biletnikoff led the team with 40 receptions for 876 yards, an average of 21.3 yards per catch. On the other side of the field, tight end Billy Cannon caught 32 passes for 629 yards and scored 10 touchdowns. In the backfield, the Raiders had three running backs, Clem Daniels, Hewritt Dixon, and Pete Banaszak, who carried the ball equally and combined for 1,510 yards and 10 touchdowns. On special teams, defensive back Rodger Bird led the AFL with 612 punt return yards and added another 148 yards returning kickoffs. The main strength of the Raiders was their defense, nicknamed "The 11 Angry Men". The defensive line was anchored by AFL All-Stars Tom Keating and Ben Davidson, a former Packer who played on Green Bay's 1961 championship team. Davidson was an extremely effective pass rusher who had demonstrated his aggressiveness in a regular season game against the New York Jets by breaking the jaw of Jets quarterback Joe Namath while sacking him. Behind them, All AFL linebacker Dan Conners excelled at blitzing and pass coverage, recording 3 interceptions. The Raiders also had two All AFL defensive backs: Willie Brown, who led the team with 7 interceptions, and Kent McCloughan, who had 2 interceptions. Safety Warren Powers recorded 6 interceptions, returning them for 154 yards and 2 touchdowns. Super Bowl pregame news and notes Despite Oakland's accomplishments, and expert consensus that this was the weakest of all the Packer NFL championship teams, Green Bay was a 14-point favorite to win the Super Bowl. Like the previous year, most fans and sports writers believed that the top NFL teams were superior to the best AFL teams. Thus, most of the drama and discussions surrounding the game focused not on which team would win, but on the rumors that Lombardi might retire from coaching after the game. The game also proved to be the final one for Packers wide receiver Max McGee, one of the heroes of Super Bowl I, and place kicker Don Chandler. This was the first Super Bowl to use the Y-shaped goalposts (with one supporting post instead of two) invented by Jim Trimble and Joel Rottman; they had made their debut at the start of the season for both the AFL and NFL, and first appeared at the pro level in Canada. Media coverage Television The game was televised in the United States by CBS, with Ray Scott handling the play-by-play duties and color commentators Pat Summerall and Jack Kemp in the broadcast booth. Kemp was the first Super Bowl commentator who was still an active player (with Buffalo of the AFL) at the time of the broadcast. The CBS telecast of this game is considered lost; all that survives are in-game photos, most of which were shown in the January 8, 1969 edition of Sports Illustrated. Not even NFL Films, the league's official filmmaker, has a copy of the full game available; however, they do have game footage that they used for their game highlight film. Unlike the previous year's game, Super Bowl II was televised live on only one network, which has been the case for all subsequent Super Bowl games. While the Orange Bowl was sold out for the game, the NFL's unconditional blackout rules in place then prevented the live telecast from being shown in the Miami area. During the latter part of the second quarter, and again for three minutes of halftime, almost 80 percent of the country (with the exceptions of New York City, Cleveland, Philadelphia and much of the Northeast) lost the video feed of the CBS broadcast. CBS, who had paid $2.5 million for broadcast rights, blamed the glitch on a breakdown in AT&T cable lines. 39.12 million people in the US watched the game on television, resulting in a rating of 36.8 and a market share of 68. The overnight Arbitron rating was 43. Ceremonies and entertainment The pregame ceremonies featured two giant figures, one dressed as a Packers player and the other dressed as a Raiders player. They appeared on opposite ends of the field and then faced each other near the 50-yard line. The Grambling State University band performed the national anthem as well as during the halftime show. The same band was part of the halftime show of Super Bowl I the previous year. This was the first Super Bowl to use the slingshot-style goalposts which were introduced in both the NFL and the AFL this season. Game summary First quarter On Oakland's first offensive play, Ray Nitschke shot through a gap and literally upended fullback Hewritt Dixon in what was one of Nitschke's signature plays of his entire career. The hit was so vicious, it prompted Jerry Green, a Detroit News columnist sitting in the press box with fellow journalists, to say in a deadpan, that the game was over. The Packers opened up the scoring with Don Chandler's 39-yard field goal after marching 34 yards on their first drive of the game. Meanwhile, the Raiders were forced to punt on their first two possessions. Second quarter The Packers then started their second possession at their own 3-yard line, and in the opening minutes of the second quarter, they drove 84 yards to the Raiders 13-yard line. However, they once again had to settle for a Chandler field goal to take a 6–0 lead. Later in the period, the Packers took the ball on their own 38-yard line following an Oakland punt. Raider cornerback Kent McCloughan jammed Packer split end Boyd Dowler at the line of scrimmage but then allowed him to head downfield, thinking that a safety would pick him up. However, McCloughan and left safety Howie Williams were both influenced by the Packer backs who were executing a "flood" pattern, with halfback Travis Williams and fullback Ben Wilson running pass routes to the same side as Dowler. Dowler ran a quick post and was wide open down the middle. He grabbed Starr's pass well behind middle linebacker Dan Conners, and right safety Rodger Bird could not get over quickly enough. Dowler outran the defense to score on a 62-yard touchdown reception, increasing the Packer lead to 13–0. After being completely dominated until this point, the Raiders offense finally struck back their next possession, advancing 79 yards in 9 plays, and scoring on a 23-yard touchdown pass from Daryle Lamonica to receiver Bill Miller. The score seemed to fire up the Raiders' defense, and they forced the Packers to punt on their next drive. Raiders returner Rodger Bird gave them great field position with a 12-yard return to Green Bay's 40-yard line, but Oakland could only gain 1 yard with their next 3 plays and came up empty when George Blanda's 47-yard field goal attempt fell short of the goal posts. Oakland's defense again forced Green Bay to punt after 3 plays on the ensuing drive, but this time after calling for a fair catch, Bird fumbled punter Donny Anderson's twisting, left footed kick, and Green Bay's Dick Capp recovered the ball. After 2 incomplete passes, Starr threw a 9-yard completion to Dowler (despite a heavy rush from Ike Lassiter) to set up Chandler's third field goal from the 43 as time expired in the first half, giving the Packers a 16–7 lead. At halftime, Packers guard Jerry Kramer said to his teammates (referring to Lombardi), "Let's play the last 30 minutes for the old man." Third quarter Any chance the Raiders might have had to make a comeback seemed to completely vanish in the second half. The Packers had the ball three times in the third quarter, and held it for all but two and a half minutes. On the Packers second drive of the half starting at their own 17, Ben Wilson ripped up the middle for 14 yards on a draw play. Anderson picked up 8 yards on a sweep, and Wilson carried to within inches of the first down. Starr then pulled one of his favorite plays on third down and short yardage, faking to Wilson and completing a 35-yard pass to wide receiver Max McGee who had slipped past three Raiders at the line of scrimmage. This was McGee's only reception of the game, and the final one of his career. Starr then hit Carroll Dale on a sideline route at the Oakland 13. Starr overthrew Donny Anderson wide open in the end zone, but on the next play he rolled out to the right and threw back to Anderson who was tackled on the two by linebacker Gus Otto. The next play was a broken play, as Anderson thought he saw daylight to the right but ran into Starr. The Packers were not rattled, and the line and fullback Ben Wilson wiped out the Raiders on Anderson's 2-yard touchdown run over right tackle, making the score 23–7. Packer guard Jerry Kramer must have taken to heart his plea to play the second half for Coach Lombardi. On this drive, game films show him blowing Dan Conners out of Wilson's path on the draw play, then flattening Conners again on Anderson's scoring run. Again the Green Bay defense forced Oakland to go three-and-out, and the Raiders punted. The Packers drove from their own 39 to the Raider 24 and increased their lead to 26–7 as Chandler kicked his fourth field goal (which hit the crossbar from 31 yards out and bounced over). Fourth quarter Early in the fourth quarter, Starr was knocked out of the game when he jammed the thumb on his throwing hand on a sack by Davidson. (Starr was replaced by Zeke Bratkowski, who was then sacked on his only pass attempt.) But later in the period, the Packers put the game completely out of reach when defensive back Herb Adderley intercepted a pass intended for Fred Biletnikoff and returned it 60 yards for a touchdown, making the score 33–7. Adderley laid back as the Raider end ran a curl route, then dashed in front of him to snare the ball and scored with the help of a crushing downfield block by tackle Ron Kostelnik. Oakland did manage to score on their next drive after the turnover with a second 23-yard touchdown pass from Lamonica to Miller, set up by Pete Banaszak's 41-yard reception on the previous play. But all the Raiders' second touchdown did was make the final score look remotely more respectable, 33–14. At the end of the game, coach Lombardi was carried off the field by his victorious Packers in one of the more memorable images of early Super Bowl history. It was in fact Lombardi's last game as Packer coach and his ninth consecutive playoff victory. Oakland's Bill Miller was the top receiver of the game with 5 receptions for 84 yards and 2 touchdowns. Green Bay fullback Ben Wilson was the leading rusher of the game with 62 yards despite missing most of the fourth quarter while looking for a lost contact lens on the sidelines. Don Chandler ended his Packer career in style with 4 field goals. Lamonica, the game's leading passer, finished with 15 out of 34 pass completions for 208 yards, 2 touchdowns, and 1 interception. Bart Starr completed 13 of 24 (with a couple of dropped passes) for 202 yards and one touchdown; his passer rating for the game was 96.2 to Lamonica's 71.7. The Packers outgained the Raiders in rushing yardage 160 to 107, led in time of possession by 35:54 to 24:06, had no turnovers, and only one penalty. Packer guard Jerry Kramer later recalled the mental mistakes his team made in the game, which only highlights the impossibly high standards held by Lombardi's team. As previously mentioned, this was Lombardi's last game as Green Bay head coach and this was also the final game for Green Bay Packer players Max McGee, Fuzzy Thurston, and Don Chandler. Box score Final statistics Sources:The NFL's Official Encyclopedic History of Professional Football, (1973), p. 139, Macmillan Publishing Co. New York, NY, LCCN 73-3862, NFL.com Super Bowl II, Super Bowl II Play Finder GB, Super Bowl II Play Finder Oak Statistical comparison Individual statistics 1Completions/attempts 2Carries 3Long gain 4Receptions 5Times targeted Records Set The following records were set or tied in Super Bowl II, according to the official NFL.com boxscore and the ProFootball reference.com game summary. Some records have to meet NFL minimum number of attempts to be recognized. The minimums are shown (in parenthesis). † This category includes rushing, receiving, interception returns, punt returns, kickoff returns, and fumble returns. ‡ Sacks an official statistic since Super Bowl XVII by the NFL. Sacks are listed as "Tackled Attempting to Pass" in the official NFL box score for Super Bowl II. Turnovers are defined as the number of times losing the ball on interceptions and fumbles. Starting lineups Source: Officials Referee: Jack Vest (AFL) Umpire: Ralph Morcroft (NFL) Head Linesman: Tony Veteri (AFL) Line Judge: Bruce Alford (NFL) Back Judge: Stan Javie (NFL) Field Judge: Bob Baur (AFL) Alternates Referee Ben Dreith (AFL) Note: A seven-official system was not used until 1978 See also 1967 NFL season NFL playoffs, 1967 NFL Championship Game, 1967 American Football League playoffs References External links Super Bowl official website https://www.pro-football-reference.com – Large online database of NFL data and statistics Super Bowl play-by-plays from USA Today (Last accessed September 28, 2005) All-Time Super Bowl Odds from The Sports Network (Last accessed October 16, 2005) Bibliography Gruver, Edward (2002). Nitschke. Lanham, MD.:Taylor Trade Publishing. 1968 in American football Super Bowl Green Bay Packers postseason Oakland Raiders postseason 1967 National Football League season 1967 American Football League season 1968 in sports in Florida American football in Miami Sports competitions in Miami January 1968 sports events in the United States 1960s in Miami
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Super Bowl XXXIV was an American football game played at the Georgia Dome in Atlanta on January 30, 2000, to determine the National Football League (NFL) champion for the 1999 season. The National Football Conference (NFC) champion St. Louis Rams defeated the American Football Conference (AFC) champion Tennessee Titans, 23–16, to claim their first Super Bowl win and first NFL championship since 1951. To date, it is the most recent NFL championship where both teams were seeking their first Super Bowl title. The game featured teams both returning to the postseason after a period of struggles and relocation. Led by The Greatest Show on Turf offense, the Rams entered their second Super Bowl appearance with an NFC-best 13–3 regular season record. Their season marked the franchise's first playoff run since 1989 and first since relocating from Los Angeles to St. Louis. The Titans also finished the regular season with a 13–3 record, but obtained a wild card berth to advance to their Super Bowl debut. In their first season after retiring the franchise's original Oilers name, the Titans were making their first playoff run since 1993 and first since relocating from Houston to Tennessee. Largely a defensive battle during the first half, the Rams converted three field goals by halftime and scored a third quarter touchdown to take a 16–0 lead. The Titans responded by scoring 16 straight points to tie the game near the end of regulation, the then-largest deficit to be erased in a Super Bowl and first greater than ten points. On their ensuing drive, the Rams regained the lead off wide receiver Isaac Bruce's 73-yard touchdown. Super Bowl XXXIV became best remembered for its final play, in which the Titans reached St. Louis' 10-yard line with six seconds remaining, but linebacker Mike Jones tackled wide receiver Kevin Dyson one yard short of the goal line to prevent a potential game-tying touchdown. The play became known as "One Yard Short" and "The Tackle". Rams quarterback Kurt Warner, who was the first undrafted quarterback and first first-year starter to win a Super Bowl, was named Super Bowl MVP after setting the Super Bowl records for passing yards and 45 pass attempts without an interception. He became the sixth player to win both Super Bowl MVP and NFL MVP during the same season and is the most recent to do so. The game has been referred to as the "Dot-com Super Bowl" due to the large amount of advertisements purchased by dot-com companies. Regarded as one of the greatest Super Bowls of all time, it was featured on NFL's Greatest Games as "The Longest Yard". Background NFL owners awarded Super Bowl XXXIV to Atlanta during their October 31, 1996, meeting held in New Orleans. Other cities under consideration were Miami, Tampa, and Los Angeles. Owners initially planned on selecting only two hosts (XXXIII and XXXIV), but decided to name three after strong showings by the respective delegations. Miami, Atlanta, and Tampa were selected to host XXXIII, XXXIV, and XXXV. St. Louis Rams The Rams entered 1999 having been among the league's stragglers for a decade. The reasons are many, including, some suggest, mismanagement by executive John Shaw. The franchise moved to a taxpayer-funded stadium in St. Louis, Missouri for the 1995 season, but continued to struggle. In 1997, the team hired Dick Vermeil as their head coach, bringing him back to the NFL after 15 years of retirement. Vermeil had previously turned the Philadelphia Eagles from one of the worst teams in the league into a Super Bowl team in 1980, but his first two seasons in St. Louis were hardly stellar, winning just five games in 1997 and four in 1998. Little was expected of the Rams for 1999. Indeed, ESPN The Magazines 1999 NFL preview predicted the Rams would be the worst team in the NFL, worse even than the Cleveland Browns, who had returned as an expansion team that year. Trent Green, who had just been signed as the Rams starting quarterback, suffered a season-ending knee injury in the preseason, making undrafted quarterback Kurt Warner the team's new starter. Warner, who started the season as a backup to Green, had previously played for the Iowa Barnstormers of the Arena Football League and the Amsterdam Admirals of NFL Europe. The Rams proceeded to shock the NFL with an NFC-best 13–3 regular season record and outscored their opponents 526–242, the highest scoring margin (284) of any Super Bowl champion. The Rams' high-powered offense, run by offensive coordinator Mike Martz, was nicknamed "The Greatest Show on Turf". In Warner's first NFL season in 1998, he played only one game and threw just 11 passes. But in 1999, he experienced one of the most spectacular seasons ever by a quarterback, recording a passer rating of 109.2, completing 65.1 percent of his passes for 4,353 yards, 41 touchdowns, and just 13 interceptions, and earning the NFL Most Valuable Player Award. Besides Warner, several other Rams compiled significant statistics. Halfback Marshall Faulk, in his first year in St. Louis after spending five seasons with Indianapolis, had the best season of his career and won the NFL Offensive Player of the Year Award, while finishing second in MVP voting to Warner. He scored 12 touchdowns, rushed for 1,381 yards, and recorded a team-leading 87 receptions for 1,048 yards. In all, Faulk gained a record 2,429 total yards and became just the second running back in NFL history to gain over 1,000 yards rushing and receiving in the same season (Roger Craig was the first to do it, in 1985). Faulk held the NFL record for yards from scrimmage in a single season until Tennessee's Chris Johnson broke it in 2009. Faulk wasn’t the only weapon at Warner's disposal in 1999. Veteran receiver Isaac Bruce was the top Rams receiver with 77 receptions for 1,165 yards and 12 touchdowns. while breakout rookie wide receiver Torry Holt recorded 52 receptions, 788 yards, and 6 touchdowns. Even the team's third wide receiver, Az-Zahir Hakim, was a big contributor by catching 36 passes for 677 yards and 8 touchdowns, while also returning punts for 461 yards and another touchdown. The Rams' offensive line was led by Pro Bowlers Orlando Pace and Adam Timmerman. Timmerman, acquired by the Rams in 1999, had previously won Super Bowl XXXI with the Green Bay Packers. On special teams, receiver Tony Horne returned 30 kickoffs for 892 yards and 2 touchdowns, giving him an NFL-leading 29.7 yards per return average. Overall, St. Louis's offense led the league in total yards gained (6,639), scoring (526 points), and passing touchdowns (42). The Rams' defense led the league in fewest rushing yards allowed (1,189) and fewest rushing touchdowns allowed (4), while giving up just 242 points. Overall, the defense ranked 4th in the league in fewest total yards (5,056). The line was anchored by Pro Bowl defensive end Kevin Carter and defensive end Grant Wistrom. Carter led the league with 17 sacks, while Wistrom recorded 8.5 sacks and 2 interceptions, returning both for touchdowns and a combined total of 131 yards. Behind them, the Rams had three linebackers: London Fletcher (66 tackles and 3 sacks), Mike Jones (4 interceptions for 96 return yards and 2 touchdowns, and 2 fumble recoveries for 51 return yards and a touchdown), and Todd Collins (72 tackles, a sack, and 2 interceptions for 16 yards). The secondary was led by Pro Bowler Todd Lyght (6 interceptions), Dexter McCleon (4 interceptions), and rookie Dré Bly (3 interceptions). This was the Rams' first playoff appearance since 1989 and only the second Super Bowl appearance in team history. This was the Rams' last championship until winning Super Bowl LVI in 2021 after moving back from St. louis to Los Angeles. Tennessee Titans The Titans advanced to their first Super Bowl in team history, after originating as a charter member of the American Football League. From 1960 to 1996, the team was owned by Houston, Texas businessman Bud Adams and known as the Houston Oilers. By 1995, however, Adams, like Frontiere, was lured to move his team from Houston, in this case to a new stadium in Nashville, Tennessee. Since this new stadium was not ready until the 1999 season, Adams decided to move his team to Liberty Bowl Memorial Stadium in Memphis, Tennessee in 1997 after playing before small Houston crowds in 1996. The renamed Tennessee Oilers also played before sparse Memphis crowds, and thus spent the 1998 season playing at Nashville's Vanderbilt Stadium. After the new Adelphia Coliseum (now known as Nissan Stadium) was completed in 1999, the team's name was changed to Tennessee Titans. With Tennessee's Super Bowl appearance, every former AFL team had now played in the Super Bowl, including the original eight AFL teams and two AFL expansion teams: the Miami Dolphins and the Cincinnati Bengals. The 1999 Titans were led by quarterback Steve McNair and running back Eddie George. McNair had missed five games due to injuries during the season, but he was still able to put up solid numbers, throwing for 2,179 yards and 12 touchdowns with only 8 interceptions. Despite his injury problems, McNair finished the season as the second-leading rusher on the team with 337 yards and 8 touchdowns. When McNair was out with injuries, the team was able to rely on backup QB Neil O'Donnell, who threw for 1,382 yards and 10 touchdowns, with only 5 interceptions. George also had an outstanding season, rushing for 1,304 yards, and catching 47 passes for 458 yards (his receptions, receiving yards, and receiving touchdowns were all career highs). In all, George scored a grand total of 13 touchdowns, and was selected to play in the Pro Bowl for the 3rd consecutive year. Another contributor on the Titans' offense was fullback Lorenzo Neal, who frequently served as George's lead blocker and was widely considered one of the best blocking backs in the league. The team did not have any outstanding deep threats, but wide receiver Yancey Thigpen recorded 38 receptions for 648 yards, wide receiver Kevin Dyson had 54 receptions for 658 yards, and tight end Frank Wycheck caught 69 passes for 641 yards. Up front, their line was anchored by Pro Bowl tackle Bruce Matthews. On special teams, speedy rookie Derrick Mason racked up 1,030 combined return yards and a touchdown. Tennessee's defense was also extremely effective. Pro Bowl defensive end Jevon Kearse anchored the line, recording 14.5 sacks to go along with 8 forced fumbles and was named the NFL's Defensive Rookie of the Year. The linebackers corps was led by Eddie Robinson, who recorded 64 tackles and 6 sacks, while also recovering and forcing 3 fumbles. Their secondary was led by cornerback Samari Rolle, who led the team with 4 interceptions. The Titans finished the regular season with a 13–3 record (including a home win over the Rams), but finished second behind the 14–2 Jacksonville Jaguars in the AFC Central. The Jaguars' only two losses were to the Titans, but Tennessee's three losses forced them to enter the playoffs as a wild-card team. Playoffs Playing in his first ever NFL playoff game, Warner threw for 395 yards and 5 touchdowns, with 1 interception, as the Rams defeated the Minnesota Vikings, 49–37 in St. Louis, by scoring 35 unanswered points in the second half. Bruce caught 4 passes for 133 yards and a touchdown. Faulk gained 101 combined rushing/receiving yards and scored 2 touchdowns. Although Vikings quarterback Jeff George threw for 423 yards and 4 touchdowns, three of his scores occurred late in the 4th quarter, after the Rams had already put the game away. The Rams then narrowly defeated the Tampa Bay Buccaneers, 11–6 at home, in a hard-fought defensive struggle in the NFC Championship Game. The first half ended with the Rams leading 5–3 on a Jeff Wilkins field goal and after a bad snap by the Buccaneers went through their own end zone for a safety. Tampa Bay then scored a field goal in the 3rd quarter to take the lead. But Warner threw a 30-yard go-ahead touchdown pass to receiver Ricky Proehl with 4:44 left in the game. Meanwhile, the Titans started out their postseason by narrowly defeating the Buffalo Bills, 22–16 in Nashville, on a famous, trick kickoff return play that became known in NFL lore as the Music City Miracle. Tennessee jumped to a 12–0 halftime lead with an Al Del Greco field goal, a safety by Kearse, and a McNair touchdown run. However, Buffalo came back to take the lead, 13–12 with Antowain Smith's two touchdown runs in the second half (the two-point conversion after Smith's second touchdown failed). In the 4th quarter, the Titans regained the lead after Del Greco kicked his second field goal. With 16 seconds left in the game, Bills kicker Steve Christie made what seemed to be the game-winning 41-yard field goal to give his team the lead, 16–15. However, Neal received the ensuing kickoff and handed the ball off to Wycheck, who then lateraled the ball to Dyson on the other side of the field, who eventually ran 75 yards to the end zone for the game-winning touchdown. The play was reviewed to determine whether Wycheck had lateraled the ball to Dyson or made an illegal forward pass. Referee Phil Luckett upheld the original call on the field of a touchdown, giving Tennessee the win. The Titans then defeated the Indianapolis Colts, 19–16 in Indianapolis. After both teams exchanged field goals in the first half, George scored on a 68-yard touchdown run to give his team a 13–9 lead. Del Greco then kicked two more field goals in the 4th quarter to put the game away. George finished the game with a franchise playoff record 162 rushing yards and a touchdown, while Del Greco made four field goals. The Titans then eliminated the Jacksonville Jaguars, 33–14, in the AFC Championship Game at Jacksonville. The Jaguars finished the 1999 regular season with a league-best 14–2 record, and advanced to the AFC title game after crushing the Miami Dolphins 62–7 and limiting future Hall of Fame quarterback Dan Marino to just 11 of 25 completions for 95 yards and 1 touchdown, with 2 interceptions. However, Tennessee's defense dominated the Jaguars in the AFC Championship Game, forcing 6 turnovers. Jacksonville led 14–10 at halftime, but the Titans then scored 23 unanswered points on two touchdown runs by McNair, a safety, and Derrick Mason's 80-yard kickoff return for a touchdown. Although McNair passed for only 112 yards and one touchdown with one interception, he rushed for 91 yards and 2 touchdowns on 9 carries. George rushed for 86 yards and caught 3 passes for 19 yards. Pre-game notes In January 2000, two ice storms struck the Atlanta area within a week of each other. The second storm occurred during the week the Super Bowl was hosted. Despite the rare adverse weather conditions, city and state crews kept streets and sidewalks free of ice, and MARTA public transport kept running. The Atlanta region does not receive more ice storms than most other areas of the country, and Super Bowl XXXIV was played indoors and unaffected by the elements. But some residents believe the poor weather during Super Bowl week negatively impacted the city's chances of hosting another Super Bowl, including the bid it lost for Super Bowl XLIII. That bid included meteorological data showing the rarity of such storms in the area. They eventually got the bid to host Super Bowl LIII. Nashville, home of the Titans, is also the midway point of the Atlanta-St. Louis highway corridor, which contains the entirety of Interstate 24, and uses Interstate 64 and Interstate 75 to complete the route. It is the most recent Super Bowl in which neither team had already won a Super Bowl. The Titans, as the designated home team, wore navy blue jerseys with white pants. The Rams wore white uniforms with yellow pants, which would be the final appearance for these uniforms before rebranding to a new Millennium Blue/New Century Gold combination the next season. Television ABC televised the game in the United States, with play-by-play announcer Al Michaels and color commentator Boomer Esiason. Chris Berman from Disney-owned corporate sibling ESPN hosted all the events. Berman was joined by fellow ESPN analyst Steve Young, while ESPN's Mike Tirico was on hand for the post-game presentation of the Vince Lombardi Trophy. Lesley Visser and Lynn Swann served as sideline reporters. It was also the first Super Bowl to be aired in high definition and 5.1 Dolby Digital. ABC Sports chose to use the 720p format. Ironically, the ABC affiliate in St. Louis, KDNL-TV, has been regarded as one of the network's weakest affiliates since joining the network in 1995. The previous ABC affiliate, KTVI, in contrast, was one of the strongest affiliates – it had become a Fox station in 1995, and thus, has televised the majority of the Rams' games in this period. The game was later featured as one of the NFL's Greatest Games as The Longest Yard. Commercials This game is often referred to as the "dot-com" Super Bowl since it was held during the height of the dot-com bubble, and several Internet companies purchased television commercials. E-Trade ran a commercial featuring a chimpanzee dancing in an E-Trade T-shirt and the text "Well, we just wasted 2 million bucks". Lifeminders.com ran a commercial of plain typewritten text beginning with the line "This is the worst commercial on the Super Bowl. But it might be the best thing you see tonight." Pets.com famously paid millions for an advertisement featuring a sock puppet, though the company would collapse before the end of the year. Entertainment Pregame ceremonies The pregame show featured a tribute to "The Great American Music of the 20th Century". Narrated by the Smothers Brothers, the show highlighted some of the unique American musical styles such as gospel, big band, classical, country and rock. Singers Tina Turner and Travis Tritt along with the Georgia Tech Marching Band and the Georgia Mass Choir performed during the show. Country singer Faith Hill then sang the national anthem. To celebrate the 30th anniversary of Super Bowl IV, the following participants of the game were featured during the coin toss ceremony: Bud Grant, Lamar Hunt, Bobby Bell, Paul Krause, Willie Lanier, Alan Page, and Jan Stenerud. Halftime show The E*Trade Super Bowl Halftime Show was produced by Disney and titled "Tapestry of Nations" after the Epcot parade of the same name. The show, narrated by actor Edward James Olmos, was inspired by the Walt Disney World Millennium Celebration. It featured a full symphony orchestra conducted by Steven Byess; a multi-generational, 80-person choir; and singers Phil Collins, Christina Aguilera, Enrique Iglesias, and Toni Braxton.Setlist: "Reflections of Earth" Instrumental (Walt Disney World Millennium Celebration soundtrack) "Celebrate the Future Hand in Hand" (Christina Aguilera & Enrique Iglesias) "Tapestry of Nations" Instrumental (Walt Disney World Millennium Celebration soundtrack) "Two Worlds" (Phil Collins) "We Go On" (Toni Braxton) Game summary First Half The two teams’ defenses seemed to dominate most of the first half. The Rams started the game out strong by taking the opening kickoff and marching to the Tennessee 17-yard line. But on third down, safety Blaine Bishop pressured quarterback Kurt Warner to throw an incomplete pass. Then the ensuing field goal attempt failed when punter/holder Mike Horan fumbled the snap. The Titans responded by moving the ball to the St. Louis 29-yard line, aided with running back Eddie George's 32-yard reception. However, they also came up empty after kicker Al Del Greco missed a 47-yard field goal attempt. For the rest of the half, the Titans were forced to punt on all of their possessions. In contrast, the Rams were able to reach inside the Tennessee 20-yard line on all four of their remaining drives before halftime, but on each one, the Titans' defense forced St. Louis to settle for field goal attempts from kicker Jeff Wilkins, who was successful in making three of them, but missed one attempt from 34 yards. The Rams ended up leading at halftime, 9–0, but their scoring margin over the Titans seemed somewhat small, considering they drove into scoring range on every one of their first-half possessions and outgained Tennessee in total yards, 294–89. Third Quarter Both teams' offenses started to get going in the second half. The Titans took the opening kickoff of the 3rd quarter and drove 43 yards to the St. Louis 29-yard line. But Tennessee remained scoreless after defensive back Todd Lyght blocked Del Greco's 47-yard field goal attempt. After that, Warner converted a third down situation with a completion to Marshall Faulk, then on the next two plays threw a 31-yard strike to wide receiver Isaac Bruce and a 16-yard completion to tight end Ernie Conwell before finishing the 68-yard drive with a 9-yard touchdown pass to Torry Holt, giving St. Louis a 16–0 lead. On the completion to Conwell, Bishop combined to make the tackle, but suffered a spinal injury and had to leave the game. The game was delayed for several minutes while Bishop was being treated. Tennessee wide receiver Derrick Mason returned the ensuing kickoff 35 yards to the 34-yard line. From there, five runs by George good for 24 yards, three completions from quarterback Steve McNair to tight end Frank Wycheck for 15 yards and a run by McNair for two advanced the ball to the St. Louis 25-yard line. Then McNair scrambled 23 yards to the 2-yard line, setting up a 1-yard touchdown run by George two plays later. The touchdown cut the Titans' deficit to 16–6 after McNair's pass to Wycheck on the two-point conversion attempt fell incomplete. Fourth Quarter The Titans' first score sparked them to rally. After forcing the Rams to punt on their ensuing possession, a pair of 21-yard completions from McNair to tight end Jackie Harris and wide receiver Isaac Byrd aided a 13-play, 79-yard drive that was capped by George's 2-yard touchdown run to make the score 16–13. The Tennessee defense then forced the Rams to a three-and-out, and Horan's 30-yard punt gave the Titans the ball back at their 47-yard line. The Titans' offense then drove only 28 yards on their ensuing possession, but it was close enough for Del Greco to attempt a 43-yard field goal. This time, Del Greco's kick was good, tying the score at 16–16 with just 2:12 left in the game. The 16-point deficit was the largest deficit to be erased in a Super Bowl and the first greater than 10 points. It was also the first time in any Super Bowl a team down double digits in the 4th quarter had tied the game. Then on the Rams' first play of their ensuing drive, Warner threw a long pass that was caught at the Titans' 38-yard line by Bruce, who then ran it all the way into the end zone for a 73-yard touchdown to give St. Louis a 23–16 lead. Likewise, in the 1951 NFL Championship Game, quarterback Norm Van Brocklin's 73-yard game-winning touchdown pass to wide receiver Tom Fears broke a 17–17 tie in the fourth quarter and gave the Rams a seven-point victory to win the NFL title. Warner's touchdown pass to Bruce was his only completion of the 4th quarter. The Titans took over the ball at their own 12-yard line with 1:48 left in the game after committing a holding penalty on the ensuing kickoff. McNair started out the drive with a pair of completions to Mason and Wycheck for gains of 9 and 7 yards to reach the 28-yard line. After an incomplete pass, defensive back Dré Bly's 15-yard face-mask penalty while tackling McNair on a 12-yard scramble gave the Titans a 1st down at the St. Louis 45-yard line. On the next play, St. Louis was penalized 5 yards for being offside, moving the ball to the 40-yard line with 59 seconds left. McNair ran for 2 yards, then threw a 7-yard completion to wide receiver Kevin Dyson. On the next play, Tennessee nearly lost the ball when Bly stepped in front of a pass intended for Mason, only to have it go right through his arms. Two plays later, with the Titans facing 3rd down and 5, McNair was hit by two Rams defenders, but he escaped and completed a 16-yard pass to Dyson to gain a 1st down at the Rams' 10-yard line. Tennessee then used up their final timeout with just six seconds left, giving them a chance for one last play to tie the game. The final play The game's final play from the Rams' 10-yard line has gone down in NFL history as simply "The Tackle" or "One Yard Short". Tennessee's plan was to use tight end Frank Wycheck as a decoy. Wycheck would run straight up the field on the right side, to lure linebacker Mike Jones away from receiver Kevin Dyson. Dyson would then slant left through the middle of the field. With Wychek occupying Jones, quarterback Steve McNair would pass the ball to Dyson, who would be open from about five yards out to run in for the score. On the defensive side, Rams linebacker Mike Jones was the signal caller. He had called a 77 Blast, a combination coverage based on where the offense lines up. Once they lined up, Rams safety Billy Jenkins called for a match up coverage where three Rams players — he, Jones, and cornerback Dexter McCleon — would have a zone coverage against Wychek and Dyson. As the play began, everything appeared to go as planned. Jones ran with Wycheck up the field at the beginning of the play. However, as the pass was being delivered to Dyson, Jones, who was at the goal line, glanced over his left shoulder and noticed an open Dyson catching the ball. Jones switched directions and ran toward the Titans receiver. Dyson ran directly toward the end zone, but his legs were wrapped up by Jones with about two and a half yards left to the goal line. Since Dyson was being tackled by the legs, there was still the possibility he could reach towards the end zone and get the ball across the goal line. Both players went into a rolling motion as Dyson outstretched his hand with the football towards the goal line in the hopes of scoring the touchdown. Though his reach was close, and the ball mere inches away from the end zone, it was still not enough to score. As the rolling motion came to an end, with Jones now on top of Dyson's legs, his shoulder touched the ground and, therefore, the game was over. Had Dyson scored and the extra point been converted, it would have been the first Super Bowl ever to go into overtime; it wasn't until 17 years later in Super Bowl LI that the first Super Bowl to go into overtime occurred. Alternatively, had Dyson scored, the Titans could have attempted a 2-point conversion for the outright win on the final play of the game; this happened for the first time two years later (via field goal) in Super Bowl XXXVI. Considering the magnitude of the Super Bowl, and the wild game that preceded it, "The Tackle" is considered one of the greatest and most exciting game-ending plays in modern NFL history. The image of Dyson stretching the ball to the goal line with Jones wrapped around him has become a staple of NFL highlights. ESPN.com ranked "The Tackle" as the 35th greatest moment of the past 25 years in sports (as of 2007). NFL.com ranked Jones's tackle of Dyson as the fourth greatest clutch moment in Super Bowl history. Fox Sports ranked The Tackle as the Greatest Clutch Play in Super Bowl History (as of 2007). Like Dallas Cowboys cornerback Larry Brown, Jones was included on the NFL Network's "Top 10 One-Hit Wonders" list (Jones was #10, Brown was #3), although Jones also mirrored Brown in having a solid if unspectacular career outside of his Super Bowl heroics. After the game After the game, many sports writers commented on Warner's rise from an unknown backup to a Super Bowl MVP, but Warner himself wasn't impressed by it. "How can you be in awe of something that you expect yourself to do?" Warner pointed out. "People think this season is the first time I touched a football; they don't realize I've been doing this for years – just not on this level, because I never got the chance. Sure, I had my tough times, but you don't sit there and say, 'Wow, I was stocking groceries five years ago, and look at me now.' You don't think about it, and when you do achieve something, you know luck has nothing to do with it." However, he later told The New York Times "I guess it is sort of a storybook ending. When you think about where I was and where I am now, it seems pretty incredible." Box score Statistical overview Bruce caught 6 passes for 162 yards (3rd highest) and a touchdown, an average of 27 yards per catch. Holt had 7 receptions for 109 yards (the most ever by a rookie in a Super Bowl) and a touchdown. Bruce and Holt became the fourth pair of teammates to each have over 100 yards receiving in a Super Bowl, joining the Steelers' John Stallworth and Lynn Swann in Super Bowl XIII, the Bengals' Cris Collinsworth and Dan Ross in Super Bowl XVI, and the Redskins' Gary Clark and Art Monk in Super Bowl XXVI. Rams starting running back Marshall Faulk was held to just 17 rushing yards, but gained 90 receiving yards on 5 receptions. McNair set a Super Bowl record for rushing yards by a quarterback, recording 64 yards on 8 carries. He also completed 22 out of 36 passes for 214 yards. George finished the game with 95 rushing yards, 35 receiving yards, and 2 touchdowns. Harris was the top receiver for Tennessee with 7 catches for 64 yards. Mason returned 5 kickoffs for 122 yards, and caught 2 passes for 18 yards. Rams coach Dick Vermeil became the oldest coach ever to win a Super Bowl (age 63). He also set the record for the longest amount of time between going to his first Super Bowl (Super Bowl XV in the 1980 season) to winning it for the first time. He retired after this season, but came back in 2001 to coach the Kansas City Chiefs, finally retiring for good in 2005. It was the second (and last) Super Bowl in which neither team committed any turnovers (after Super Bowl XXV). The Rams became the first, and to this day only, NFL team to win a championship in three different cities. They won the 1945 NFL Championship Game while located in Cleveland, and the 1951 NFL Championship Game when they represented Los Angeles. Final statistics Sources: NFL.com Super Bowl XXXIV, Super Bowl XXXIV Play Finder StL, Super Bowl XXXIV Play Finder Ten, USA Today Super Bowl XXXIV Play by Play Statistical comparison Individual leaders 1Completions/attempts 2Carries 3Long gain 4Receptions 5Times targeted Records Set The following records were set in Super Bowl XXXIV, according to the official NFL.com boxscore, the 2016 NFL Record & Fact Book and the Pro-Football-Reference.com game summary. Some of these records have since been surpassed in subsequent Super Bowl games. Turnovers are defined as the number of times losing the ball on interceptions and fumbles. Starting lineups Source: Officials Referee: Bob McElwee, #95 (third Super Bowl; previously worked XXII and XXVIII, the latter of which was the first Super Bowl played in Atlanta) Umpire: Ron Botchan, #110, fifth Super Bowl (XX, XXXVII, XXIX, XXI) Head Linesman: Earnie Frantz, #111, third Super Bowl (XXIV, XXXI) Line Judge: Byron Boston, #18, first Super Bowl Field Judge: Al Jury, #106, fifth Super Bowl (XX, XXII, XXIV, XXVIII) Side Judge: Tom Fincken, #47, third Super Bowl (XXIX, XXXVI) Back Judge: Bill Leavy, #127, first Super Bowl (later officiated Super Bowl XL as referee) Alternate Referee: Walt Coleman, #65 Alternate Umpire''': Bob Wagner, #100 Ron Botchan and Al Jury joined Tom Kelleher, Jack Fette and Bob Beeks as the only men to officiate five Super Bowls. Jury became the second African-American (after Beeks) to do so. References External links Super Bowl official website The Sporting News: History of the Super Bowl (Last accessed December 4, 2005) Super Bowl XXXIV at Pro Football Reference Super Bowl play-by-plays from USA Today'' (Last accessed September 28, 2005) Super Bowl 034 1999 National Football League season 2000 in American football 2000 in American sports 2000 in sports in Georgia (U.S. state) 2000 in Atlanta American football in Atlanta January 2000 sports events in the United States Sports competitions in Atlanta St. Louis Rams postseason Tennessee Titans postseason
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Skyhooks were an Australian rock band formed in Melbourne in March 1973 by mainstays Greg Macainsh on bass guitar and backing vocals, and Imants "Freddie" Strauks on drums. They were soon joined by Bob "Bongo" Starkie on guitar and backing vocals, and Red Symons on guitar, vocals and keyboards; Graeme "Shirley" Strachan became lead vocalist in March 1974. Described as a glam rock band, because of flamboyant costumes and make-up, Skyhooks addressed issues including buying drugs in "Carlton (Lygon Street Limbo)", sex and commitment in "Balwyn Calling", the gay scene in "Toorak Cowboy" and loss of girlfriends in "Somewhere in Sydney" by namechecking Australian locales. According to music historian, Ian McFarlane "[Skyhooks] made an enormous impact on Australian social life". Skyhooks had No. 1 albums on the Australian Kent Music Report with their 1974 debut, Living in the 70's (for 16 weeks), and its 1975 follow-up, Ego Is Not a Dirty Word (11 weeks). Their No. 1 singles were "Horror Movie" (January 1975) and "Jukebox in Siberia" (November 1990). Symons left Skyhooks in 1977 and became a radio and television personality; he was replaced by Bob Spencer. Strachan left the band in 1978 to become a radio and television presenter. He was replaced by Tony Williams. With altered line-ups, Skyhooks continued until 8 June 1980; the Strauks-Symons-Macainsh-Starkie-Strachan line-up reconvened four times thereafter, in 1983, 1984, 1990 and 1994. In 1992, the group was inducted into the Australian Recording Industry Association (ARIA) Hall of Fame. Strachan died on 29 August 2001, aged 49, in a helicopter crash while solo piloting. Original lead singer Steve Hill died in October 2005, aged 52, from liver cancer. Original guitarist, Peter Starkie died in mid-September 2020, aged 72, of complications resulting from a fall. In 2011, the Skyhooks album Living in the 70's was added to the National Film and Sound Archive of Australia's Sounds of Australia registry. History 1966–1974: Early years and formation Greg Macainsh and Imants "Freddie" Strauks both attended Norwood High School in the Melbourne suburb of Ringwood and formed Spare Parts in 1966 with Macainsh on bass guitar and Strauks on lead vocals. Spare Parts was followed by Sound Pump in 1968, Macainsh formed Reuben Tice in Eltham, with Tony Williams on vocals. By 1970 Macainsh was back with Strauks, now on drums, first in Claptrap and by 1971 in Frame which had Graeme "Shirley" Strachan as lead vocalist. Frame also included Pat O'Brien on guitar and Cynthio Ooms on guitar. Strachan had befriended Strauks earlier—he sang with Strauks on the way to parties—and was asked to join Claptrap which was renamed as Frame. Strachan stayed in Frame for about 18 months but left for a career in carpentry and a hobby of surfing in Phillip Island. Skyhooks formed in March 1973 in Melbourne with Steve Hill on vocals (ex-Lillee), Peter Inglis on guitar (The Captain Matchbox Whoopee Band), Macainsh on bass guitar and backing vocals, Peter Starkie on guitar and backing vocals (Lipp & the Double Dekker Brothers) and Strauks on drums and backing vocals. The name, Skyhooks, came from a fictional organisation in the 1956 film Earth vs. the Flying Saucers. Their first gig was on 16 April 1973 at St Jude's Church hall in Carlton. At a later gig, former Daddy Cool frontman, Ross Wilson was playing in his group Mighty Kong with Skyhooks as a support act. Wilson was impressed with the fledgling band and signed Macainsh to a publishing deal. In August, Bob "Bongo" Starkie (Mary Jane Union) on guitar replaced his older brother Peter (later in Jo Jo Zep & The Falcons) and Inglis was replaced by Red Symons on guitar, vocals and keyboards. The two new members added a touch of theatre and humour to the band's visual presence. By late 1973, Wilson had convinced Michael Gudinski to sign the band to his booking agency, Australian Entertainment Exchange, and eventually to Gudinski's label, Mushroom Records. Skyhooks gained a cult following around Melbourne including university intelligentsia and pub rockers, but a poorly received show at the January 1974 Sunbury Pop Festival saw the group booed off stage. Two tracks from their live set, "Hey What's the Matter?" and "Love on the Radio" appeared on Mushroom's Highlights of Sunbury '74. After seeing his performance on TV, Hill phoned Macainsh and resigned. To replace Hill, in March, Macainsh recruited occasional singer, surfer and carpenter Strachan from his Frame era. Strachan had been dubbed "Shirley" by fellow surfers due to his curly blond hair a la Shirley Temple. 1974–1975: Living in the 70's For Skyhooks, the replacement of Hill by Strachan was a pivotal moment, as Strachan had remarkable vocal skills, and a magnetic stage and screen presence. Alongside Macainsh's lyrics, another facet of the group was the twin-guitar sound of Starkie and Symons. Adopting elements of glam rock in their presentation, and lyrics that presented frank depictions of the social life of young Australia in the 1970s, the band shocked conservative middle Australia with their outrageous (for the time) costumes, make-up, lyrics, and on-stage activities. A 1.2-metre (4 ft) high mushroom-shaped phallus was confiscated by Adelaide police after a performance. Six of the ten tracks on their debut album, Living in the 70's, were banned by the Federation of Australian Commercial Broadcasters for their sex and drug references, "Toorak Cowboy", "Whatever Happened to the Revolution?", "You Just Like Me Cos I'm Good in Bed", "Hey What's the Matter", "Motorcycle Bitch" and "Smut". Much of the group's success derived from its distinctive repertoire, mostly penned by bass guitarist Macainsh, with an occasional additional song from Symons—who wrote "Smut" and performed its lead vocals. Although Skyhooks were not the first Australian rock band to write songs in a local setting—rather than ditties about love or songs about New York City or other foreign lands—they were the first to become commercially successful doing so. Skyhooks songs addressed teenage issues including buying drugs ("Carlton (Lygon Street Limbo)"), suburban sex ("Balwyn Calling"), the gay scene ("Toorak Cowboy") and loss of girlfriends ("Somewhere in Sydney") by namechecking Australian locales. Radio personality, Billy Pinnell described the importance of their lyrics in tackling Australia's cultural cringe: The first Skyhooks single, "Living in the 70's", was released in August 1974, ahead of the album, and peaked at No. 28 on the Australian Kent Music Report Singles Charts. The album, Living in the 70's initially charted only in Melbourne upon its release on 28 October 1974. It went on to spend 16 weeks at the top of the Australian Kent Music Report Albums Charts from February to June 1975. The album was produced by Wilson, and became the best selling Australian album, to that time, with 226,000 copies sold in Australia. Skyhooks returned to the Sunbury Pop Festival in January 1975. They were declared the best performers by Rolling Stone Australia and The Age reviewers, and Gudinski now took over their management. The second single, "Horror Movie", reached No. 1 for two weeks in March. The band's success was credited by Gudinski with saving his struggling Mushroom Records and enabled it to develop into the most successful Australian label of its time. The success of the album was also due to support by a new pop music television show Countdown on national public broadcaster ABC Television, rather than promotion by commercial radio. "Horror Movie" was the first song played on the first colour transmission of Countdown in early 1975. Despite the radio ban, the ABC's newly established 24-hour rock music station Double Jay chose the album's fifth track, the provocatively titled "You Just Like Me Cos I'm Good in Bed", as its first ever broadcast on 19 January. 1975–1976: Ego Is Not a Dirty Word Skyhooks' 1975 national tour promoting Living in the 70's finished at Melbourne's Festival Hall with their ANZAC Day (25 April) performance. They were supported by comedy singer Bob Hudson, heavy rockers AC/DC and New Zealand band Split Enz. Strachan then took two weeks off and considered leaving the band, but he returned – newly married – and they continued recording the follow-up album, Ego Is Not a Dirty Word. Initially, they were locked out of the recording studio until their manager, Gudinski, sent down the money still owed for recording the first album. Ego Is Not a Dirty Word spent 11 weeks at the top of the Australian album chart from 21 July 1975, and sold 210,000 copies. with the single, "Ego Is Not a Dirty Word" issued in April ahead of the album, peaking at No. 2. The next single, "All My Friends Are Getting Married" reached No. 2 in July, and was followed by "Million Dollar Riff" at No. 6 in October. Macainsh's then girlfriend, Jenny Brown, described the band in her 1975 book, Skyhooks : Million Dollar Riff. A live version of Chuck Berry's "Let It Rock" from a December performance was released as a single in March 1976 and reached No. 26. With Australian commercial success achieved, Skyhooks turned to the US market. Gudinski announced a $1.5 million deal with Mercury Records/Phonogram Records, which released a modified international version of Ego Is Not a Dirty Word with "Horror Movie" and "You Just Like Me Cos I'm Good in Bed" from their first Australian album replacing two tracks. A US tour followed in March–April 1976, but critics described them as imitators of Kiss due to the similarity of Symons' make-up and stage act to that of Gene Simmons, and despite limited success in Boston, Massachusetts and Jacksonville, Florida they failed to make inroads into the general US market. 1977–1981: Later years to break-up After completing their 1976 US tour, the band remained in San Francisco and recorded their third album with Wilson producing, Straight in a Gay Gay World, which was released in August 1976 and peaked at No. 3 on the Australian album charts. In July, upon return to Australia they launched The Brats Are Back Tour with a single, "This is My City", which peaked at number 32. "Blue Jeans" followed in August and peaked at No. 12 on the singles chart. By October, Strachan provided his debut solo single, "Every Little Bit Hurts" (a cover of Brenda Holloway's 1964 hit). In February 1977, Symons left the band and was replaced on guitar by Bob Spencer from the band Finch. With Symons' departure the band dropped the glam rock look and used a more straight forward hard rock approach. During 1977 Skyhooks toured nationally three times, while their first single with Spencer, "Party to End All Parties", entered the top 30 in May. Strachan released his second solo single, a cover of Smokey Robinson's "Tracks of My Tears", which reached the top 20 in July. Meanwhile, Mushroom released a singles anthology, The Skyhooks Tapes, which entered the top 50 in September. The band's mass popularity had declined although they still kept their live performances exciting and irreverent. In January 1978 they toured New Zealand and performed at the Nambassa festival. In February their next single, "Women in Uniform", was issued and peaked at No. 8, while its album Guilty Until Proven Insane followed in March and reached No. 7. The album was produced by Americans Eddie Leonetti and Jack Douglas. The second single from the album, "Megalomania" released in May, peaked at number 93. Strachan told band members he intended to leave—but it was not officially announced for six months—he continued regular shows until his final gig with Skyhooks on 29 July 1978. Strachan released further solo singles, "Mr Summer" in October and "Nothing but the Best" in January 1979, but neither charted in the top 50. Strachan's replacement in Skyhooks, on lead vocals, was Tony Williams (ex-Reuben Tice with Macainsh). Williams' first single for Skyhooks, "Over the Border", a political song about the state of the Queensland Police Force at the time, reached the top 40 in April 1979, and their fifth studio album, Hot for the Orient, was released in May 1980, but failed to enter the top 50. From 1975 to 1977, Skyhooks were—alongside Sherbet—the most commercially successful group in Australia, but over the next few years, Skyhooks rapidly faded from the public eye with the departure of key members, and in 1980 the band announced its break-up in controversial circumstances. Ian "Molly" Meldrum, usually a supporter of Skyhooks, savaged Hot for the Orient on his "Humdrum" segment of Countdown—viewers demanded that the band appear on a following show to defend it. Poor reception of the album both by the public and reviewers led the band to take out a page-sized ad in the local music press declaring "Why Don't You All Get Fu**ed" (title of one of their songs) and they played their last performance on 8 June, not in their hometown of Melbourne, but in the mining town of Kalgoorlie in Western Australia. 1982–1999: Reformations and later releases In December 1982, Mushroom released a medley of Skyhooks songs as "Hooked on Hooks" which peaked at No. 21. Demands for the "classic" line-up of the band—Macainsh, Bob Starkie, Strachan, Strauks and Symons—to reform were successful and on 23 April 1983, they started the Living in the 80's Tour. Support acts for the first concert included The Church, Mental as Anything, The Party Boys, The Sunnyboys, and Midnight Oil—who acknowledged, "Hooks were the only Australian band they would let top the bill above them". This tour was released on LP as Live in the 80's. A one-off reunion concert took place in October 1984, and in 1990 the band finally recorded new material, including "Jukebox in Siberia", released in September, which peaked at the top of the ARIA Singles Charts for two weeks. In November, The Latest and Greatest, a compilation album, was released, which peaked at No. 4 on the ARIA Albums Charts. The tracks were taken from Skyhooks' first four studio albums along with two recent singles, "Jukebox In Siberia" and the uncharted "Tall Timber". In 1992, Skyhooks were inducted into the Australian Recording Industry Association (ARIA) Hall of Fame, while their manager, Gudunski, and record label, Mushroom Records, received a 'Special Achievement Award'. Producer of their first three albums, Wilson, had been inducted into the Hall of Fame in 1989 as an individual and again as a member of Daddy Cool in 2006. The final release of new Skyhooks material came in June 1999 when a twin-CD, Skyhooks: The Collection, was issued. Disc one contained a greatest hits package, very similar to "The Latest and Greatest", with additional tracks. Disc two is referred to by fans as "The Lost Album", with previously unreleased songs from their 1990 and 1994 recording sessions. After Skyhooks Strachan and Symons each went on to successful careers in Australian media including radio and television. Symons worked as a breakfast presenter on ABC radio and wrote humorous newspaper columns. Starkie played locally with different bands including Ol' Skydaddys, and Ram Band. Strauks was drummer for Melbourne rock band The Sports, Jo Jo Zep & The Falcons, folk band The Bushwackers and the Ol' Skydaddys. Macainsh played with John Farnham on his Whispering Jack Tour and with Dave Warner's from the Suburbs, in 1988 he put together and managed a successful AC/DC tribute band called Back in Black who went on to support Skyhooks on their comeback tour. He was a board member of Australasian Performing Right Association (APRA) (1997–2000) and Phonographic Performance Company of Australia (PPCA) (2001–2006), and is an intellectual property lawyer. Strachan was killed in an air crash on 29 August 2001, when the helicopter he was learning to fly solo crashed into Mount Archer near Kilcoy, northwest of Brisbane. A memorial concert was held on 11 September 2001 at the Palais Theatre, tributes were paid and some remaining members—Strauks, Macainsh, Starkie, Symons and Spencer—performed with guest vocalists Daryl Braithwaite and Wilson. It is the only time Symons and his replacement, Spencer performed together on stage. Braithwaite performed "All My Friends Are Getting Married" with the band while Wilson sang the rare Skyhooks track "Warm Wind in the City". The 30th anniversary of the release of the Living in the 70's album was commemorated in 2004, with different incarnations of the band performing. Absent were Strachan, Hill and Inglis. Vocals were performed by Wilson, Williams and Bob Starkie. The original line-up of Skyhooks, including Hill, reformed in 2005 at the Annandale Hotel in Sydney for a one-off gig, a benefit for Hill, who had been diagnosed with liver cancer. The line-up of Inglis, Peter Starkie, Strauks and Macainsh joined him onstage. Hill died six weeks later. In November 2009, the "Skyhooks Tour Archive", displayed on the band's website, listed 925 live shows. Macainsh, Starkie and Strauks appeared as Skyhooks at the 2009 Helpmann Awards in Sydney. They performed "Women in Uniform" with Australian rock icon Jimmy Barnes providing vocals. Red Symons was also slated to perform with the band, but was replaced by Diesel after withdrawing a few days before the show. On 7 April 2010, 3AW reported that Skyhooks were to appear on the first episode of the new series of Hey Hey It's Saturday with Leo Sayer on vocals. Sayer later appeared on air and denied the claims. Original guitarist Peter Starkie died of complications after a fall, in mid-September 2020, aged 72. Members Classic lineup Greg Macainsh – bass, backing vocals (1973–1980, 1983, 1984, 1990, 1994) Imants "Freddie" Strauks (aka "Freddie Kaboodleschnitzer") – drums, backing vocals, percussion (1973–1980, 1983, 1984, 1990, 1994) Bob Starkie (aka "Bongo Starr") – guitar, backing and lead vocals (1973–1980, 1983, 1984, 1990, 1994) Red Symons – guitar, backing and lead vocals, keyboards (1973–1977, 1983, 1984, 1990, 1994) Graeme "Shirley" Strachan – lead vocals (1974–1978, 1983, 1984, 1990, 1994; died 2001) Other members Steve Hill – lead vocals (1973–1974; died 2005) Peter Inglis – guitar (1973) Peter Starkie – guitar, backing vocals (1973; died 2020) Bob Spencer – guitar, backing vocals (1977–1980) Tony Williams – lead vocals (1978–1980) Timeline Discography Studio albums Compilation albums Video albums Live albums Box sets Singles Awards and nominations ARIA Music Awards The ARIA Music Awards is an annual awards ceremony that recognises excellence, innovation, and achievement across all genres of Australian music. They commenced in 1987. Skyhooks inducted into the Hall of Fame in 2005. |- | ARIA Music Awards of 1992 | Skyhooks | ARIA Hall of Fame | Australian Record Awards |- | 1975 | Ego Is Not a Dirty Word | Group Album of the Year | |} King of Pop Awards The King of Pop Awards were voted by the readers of TV Week. The King of Pop award started in 1967 and ran through to 1978. |- | rowspan="3" |1975 | "Horror Movie" | Australian Record of the Year | |- | Ego is not a Dirty Word | Most Popular Australian Album | |- | Greg Macainsh (Skyhooks) | Best Australian Songwriter | |- |1976 | Straight in a Gay Gay World | Best Cover Design | |- |1978 | "Hotel Hell" by Skyhooks on Nightmoves | Best Australian TV Performer | |- Note: wins only See also Sherbet References General Note: [on-line] version established at White Room Electronic Publishing Pty Ltd in 2007 and was expanded from the 2002 edition. Specific External links Skyhooks at MusicBrainz Skyhooks discography at Billboard ARIA Award winners ARIA Hall of Fame inductees Musical groups established in 1973 Musical groups disestablished in 1980 Musical groups from Melbourne Victoria (Australia) musical groups Australian glam rock musical groups
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In geometry and physics, spinors are elements of a complex vector space that can be associated with Euclidean space. Like geometric vectors and more general tensors, spinors transform linearly when the Euclidean space is subjected to a slight (infinitesimal) rotation. However, when a sequence of such small rotations is composed (integrated) to form an overall final rotation, the resulting spinor transformation depends on which sequence of small rotations was used. Unlike vectors and tensors, a spinor transforms to its negative when the space is continuously rotated through a complete turn from 0° to 360° (see picture). This property characterizes spinors: spinors can be viewed as the "square roots" of vectors (although this is inaccurate and may be misleading; they are better viewed as "square roots" of sections of vector bundles – in the case of the exterior algebra bundle of the cotangent bundle, they thus become "square roots" of differential forms). It is also possible to associate a substantially similar notion of spinor to Minkowski space, in which case the Lorentz transformations of special relativity play the role of rotations. Spinors were introduced in geometry by Élie Cartan in 1913. In the 1920s physicists discovered that spinors are essential to describe the intrinsic angular momentum, or "spin", of the electron and other subatomic particles. Spinors are characterized by the specific way in which they behave under rotations. They change in different ways depending not just on the overall final rotation, but the details of how that rotation was achieved (by a continuous path in the rotation group). There are two topologically distinguishable classes (homotopy classes) of paths through rotations that result in the same overall rotation, as illustrated by the belt trick puzzle. These two inequivalent classes yield spinor transformations of opposite sign. The spin group is the group of all rotations keeping track of the class. It doubly covers the rotation group, since each rotation can be obtained in two inequivalent ways as the endpoint of a path. The space of spinors by definition is equipped with a (complex) linear representation of the spin group, meaning that elements of the spin group act as linear transformations on the space of spinors, in a way that genuinely depends on the homotopy class. In mathematical terms, spinors are described by a double-valued projective representation of the rotation group SO(3). Although spinors can be defined purely as elements of a representation space of the spin group (or its Lie algebra of infinitesimal rotations), they are typically defined as elements of a vector space that carries a linear representation of the Clifford algebra. The Clifford algebra is an associative algebra that can be constructed from Euclidean space and its inner product in a basis-independent way. Both the spin group and its Lie algebra are embedded inside the Clifford algebra in a natural way, and in applications the Clifford algebra is often the easiest to work with. A Clifford space operates on a spinor space, and the elements of a spinor space are spinors. After choosing an orthonormal basis of Euclidean space, a representation of the Clifford algebra is generated by gamma matrices, matrices that satisfy a set of canonical anti-commutation relations. The spinors are the column vectors on which these matrices act. In three Euclidean dimensions, for instance, the Pauli spin matrices are a set of gamma matrices, and the two-component complex column vectors on which these matrices act are spinors. However, the particular matrix representation of the Clifford algebra, hence what precisely constitutes a "column vector" (or spinor), involves the choice of basis and gamma matrices in an essential way. As a representation of the spin group, this realization of spinors as (complex) column vectors will either be irreducible if the dimension is odd, or it will decompose into a pair of so-called "half-spin" or Weyl representations if the dimension is even. Introduction What characterizes spinors and distinguishes them from geometric vectors and other tensors is subtle. Consider applying a rotation to the coordinates of a system. No object in the system itself has moved, only the coordinates have, so there will always be a compensating change in those coordinate values when applied to any object of the system. Geometrical vectors, for example, have components that will undergo the same rotation as the coordinates. More broadly, any tensor associated with the system (for instance, the stress of some medium) also has coordinate descriptions that adjust to compensate for changes to the coordinate system itself. Spinors do not appear at this level of the description of a physical system, when one is concerned only with the properties of a single isolated rotation of the coordinates. Rather, spinors appear when we imagine that instead of a single rotation, the coordinate system is gradually (continuously) rotated between some initial and final configuration. For any of the familiar and intuitive ("tensorial") quantities associated with the system, the transformation law does not depend on the precise details of how the coordinates arrived at their final configuration. Spinors, on the other hand, are constructed in such a way that makes them sensitive to how the gradual rotation of the coordinates arrived there: They exhibit path-dependence. It turns out that, for any final configuration of the coordinates, there are actually two ("topologically") inequivalent gradual (continuous) rotations of the coordinate system that result in this same configuration. This ambiguity is called the homotopy class of the gradual rotation. The belt trick puzzle (shown) demonstrates two different rotations, one through an angle of 2 and the other through an angle of 4, having the same final configurations but different classes. Spinors actually exhibit a sign-reversal that genuinely depends on this homotopy class. This distinguishes them from vectors and other tensors, none of which can feel the class. Spinors can be exhibited as concrete objects using a choice of Cartesian coordinates. In three Euclidean dimensions, for instance, spinors can be constructed by making a choice of Pauli spin matrices corresponding to (angular momenta about) the three coordinate axes. These are 2×2 matrices with complex entries, and the two-component complex column vectors on which these matrices act by matrix multiplication are the spinors. In this case, the spin group is isomorphic to the group of 2×2 unitary matrices with determinant one, which naturally sits inside the matrix algebra. This group acts by conjugation on the real vector space spanned by the Pauli matrices themselves, realizing it as a group of rotations among them, but it also acts on the column vectors (that is, the spinors). More generally, a Clifford algebra can be constructed from any vector space V equipped with a (nondegenerate) quadratic form, such as Euclidean space with its standard dot product or Minkowski space with its standard Lorentz metric. The space of spinors is the space of column vectors with components. The orthogonal Lie algebra (i.e., the infinitesimal "rotations") and the spin group associated to the quadratic form are both (canonically) contained in the Clifford algebra, so every Clifford algebra representation also defines a representation of the Lie algebra and the spin group. Depending on the dimension and metric signature, this realization of spinors as column vectors may be irreducible or it may decompose into a pair of so-called "half-spin" or Weyl representations. When the vector space V is four-dimensional, the algebra is described by the gamma matrices. Mathematical definition The space of spinors is formally defined as the fundamental representation of the Clifford algebra. (This may or may not decompose into irreducible representations.) The space of spinors may also be defined as a spin representation of the orthogonal Lie algebra. These spin representations are also characterized as the finite-dimensional projective representations of the special orthogonal group that do not factor through linear representations. Equivalently, a spinor is an element of a finite-dimensional group representation of the spin group on which the center acts non-trivially. Overview There are essentially two frameworks for viewing the notion of a spinor. From a representation theoretic point of view, one knows beforehand that there are some representations of the Lie algebra of the orthogonal group that cannot be formed by the usual tensor constructions. These missing representations are then labeled the spin representations, and their constituents spinors. From this view, a spinor must belong to a representation of the double cover of the rotation group , or more generally of a double cover of the generalized special orthogonal group on spaces with a metric signature of . These double covers are Lie groups, called the spin groups or . All the properties of spinors, and their applications and derived objects, are manifested first in the spin group. Representations of the double covers of these groups yield double-valued projective representations of the groups themselves. (This means that the action of a particular rotation on vectors in the quantum Hilbert space is only defined up to a sign.) From a geometrical point of view, one can explicitly construct the spinors and then examine how they behave under the action of the relevant Lie groups. This latter approach has the advantage of providing a concrete and elementary description of what a spinor is. However, such a description becomes unwieldy when complicated properties of the spinors, such as Fierz identities, are needed. Clifford algebras The language of Clifford algebras (sometimes called geometric algebras) provides a complete picture of the spin representations of all the spin groups, and the various relationships between those representations, via the classification of Clifford algebras. It largely removes the need for ad hoc constructions. In detail, let V be a finite-dimensional complex vector space with nondegenerate symmetric bilinear form g. The Clifford algebra is the algebra generated by V along with the anticommutation relation . It is an abstract version of the algebra generated by the gamma or Pauli matrices. If V = , with the standard form we denote the Clifford algebra by Cℓn(). Since by the choice of an orthonormal basis every complex vectorspace with non-degenerate form is isomorphic to this standard example, this notation is abused more generally if . If is even, Cℓn() is isomorphic as an algebra (in a non-unique way) to the algebra of complex matrices (by the Artin-Wedderburn theorem and the easy to prove fact that the Clifford algebra is central simple). If is odd, Cℓ2k+1() is isomorphic to the algebra of two copies of the complex matrices. Therefore, in either case has a unique (up to isomorphism) irreducible representation (also called simple Clifford module), commonly denoted by Δ, of dimension 2[n/2]. Since the Lie algebra is embedded as a Lie subalgebra in equipped with the Clifford algebra commutator as Lie bracket, the space Δ is also a Lie algebra representation of called a spin representation. If n is odd, this Lie algebra representation is irreducible. If n is even, it splits further into two irreducible representations called the Weyl or half-spin representations. Irreducible representations over the reals in the case when V is a real vector space are much more intricate, and the reader is referred to the Clifford algebra article for more details. Spin groups Spinors form a vector space, usually over the complex numbers, equipped with a linear group representation of the spin group that does not factor through a representation of the group of rotations (see diagram). The spin group is the group of rotations keeping track of the homotopy class. Spinors are needed to encode basic information about the topology of the group of rotations because that group is not simply connected, but the simply connected spin group is its double cover. So for every rotation there are two elements of the spin group that represent it. Geometric vectors and other tensors cannot feel the difference between these two elements, but they produce opposite signs when they affect any spinor under the representation. Thinking of the elements of the spin group as homotopy classes of one-parameter families of rotations, each rotation is represented by two distinct homotopy classes of paths to the identity. If a one-parameter family of rotations is visualized as a ribbon in space, with the arc length parameter of that ribbon being the parameter (its tangent, normal, binormal frame actually gives the rotation), then these two distinct homotopy classes are visualized in the two states of the belt trick puzzle (above). The space of spinors is an auxiliary vector space that can be constructed explicitly in coordinates, but ultimately only exists up to isomorphism in that there is no "natural" construction of them that does not rely on arbitrary choices such as coordinate systems. A notion of spinors can be associated, as such an auxiliary mathematical object, with any vector space equipped with a quadratic form such as Euclidean space with its standard dot product, or Minkowski space with its Lorentz metric. In the latter case, the "rotations" include the Lorentz boosts, but otherwise the theory is substantially similar. Spinor fields in physics The constructions given above, in terms of Clifford algebra or representation theory, can be thought of as defining spinors as geometric objects in zero-dimensional space-time. To obtain the spinors of physics, such as the Dirac spinor, one extends the construction to obtain a spin structure on 4-dimensional space-time (Minkowski space). Effectively, one starts with the tangent manifold of space-time, each point of which is a 4-dimensional vector space with SO(3,1) symmetry, and then builds the spin group at each point. The neighborhoods of points are endowed with concepts of smoothness and differentiability: the standard construction is one of a fibre bundle, the fibers of which are affine spaces transforming under the spin group. After constructing the fiber bundle, one may then consider differential equations, such as the Dirac equation, or the Weyl equation on the fiber bundle. These equations (Dirac or Weyl) have solutions that are plane waves, having symmetries characteristic of the fibers, i.e. having the symmetries of spinors, as obtained from the (zero-dimensional) Clifford algebra/spin representation theory described above. Such plane-wave solutions (or other solutions) of the differential equations can then properly be called fermions; fermions have the algebraic qualities of spinors. By general convention, the terms "fermion" and "spinor" are often used interchangeably in physics, as synonyms of one-another. It appears that all fundamental particles in nature that are spin-1/2 are described by the Dirac equation, with the possible exception of the neutrino. There does not seem to be any a priori reason why this would be the case. A perfectly valid choice for spinors would be the non-complexified version of , the Majorana spinor. There also does not seem to be any particular prohibition to having Weyl spinors appear in nature as fundamental particles. The Dirac, Weyl, and Majorana spinors are interrelated, and their relation can be elucidated on the basis of real geometric algebra. Dirac and Weyl spinors are complex representations while Majorana spinors are real representations. Weyl spinors are insufficient to describe massive particles, such as electrons, since the Weyl plane-wave solutions necessarily travel at the speed of light; for massive particles, the Dirac equation is needed. The initial construction of the Standard Model of particle physics starts with both the electron and the neutrino as massless Weyl spinors; the Higgs mechanism gives electrons a mass; the classical neutrino remained massless, and was thus an example of a Weyl spinor. However, because of observed neutrino oscillation, it is now believed that they are not Weyl spinors, but perhaps instead Majorana spinors. It is not known whether Weyl spinor fundamental particles exist in nature. The situation for condensed matter physics is different: one can construct two and three-dimensional "spacetimes" in a large variety of different physical materials, ranging from semiconductors to far more exotic materials. In 2015, an international team led by Princeton University scientists announced that they had found a quasiparticle that behaves as a Weyl fermion. Spinors in representation theory One major mathematical application of the construction of spinors is to make possible the explicit construction of linear representations of the Lie algebras of the special orthogonal groups, and consequently spinor representations of the groups themselves. At a more profound level, spinors have been found to be at the heart of approaches to the Atiyah–Singer index theorem, and to provide constructions in particular for discrete series representations of semisimple groups. The spin representations of the special orthogonal Lie algebras are distinguished from the tensor representations given by Weyl's construction by the weights. Whereas the weights of the tensor representations are integer linear combinations of the roots of the Lie algebra, those of the spin representations are half-integer linear combinations thereof. Explicit details can be found in the spin representation article. Attempts at intuitive understanding The spinor can be described, in simple terms, as "vectors of a space the transformations of which are related in a particular way to rotations in physical space". Stated differently: Several ways of illustrating everyday analogies have been formulated in terms of the plate trick, tangloids and other examples of orientation entanglement. Nonetheless, the concept is generally considered notoriously difficult to understand, as illustrated by Michael Atiyah's statement that is recounted by Dirac's biographer Graham Farmelo: History The most general mathematical form of spinors was discovered by Élie Cartan in 1913. The word "spinor" was coined by Paul Ehrenfest in his work on quantum physics. Spinors were first applied to mathematical physics by Wolfgang Pauli in 1927, when he introduced his spin matrices. The following year, Paul Dirac discovered the fully relativistic theory of electron spin by showing the connection between spinors and the Lorentz group. By the 1930s, Dirac, Piet Hein and others at the Niels Bohr Institute (then known as the Institute for Theoretical Physics of the University of Copenhagen) created toys such as Tangloids to teach and model the calculus of spinors. Spinor spaces were represented as left ideals of a matrix algebra in 1930, by G. Juvet and by Fritz Sauter. More specifically, instead of representing spinors as complex-valued 2D column vectors as Pauli had done, they represented them as complex-valued 2 × 2 matrices in which only the elements of the left column are non-zero. In this manner the spinor space became a minimal left ideal in . In 1947 Marcel Riesz constructed spinor spaces as elements of a minimal left ideal of Clifford algebras. In 1966/1967, David Hestenes replaced spinor spaces by the even subalgebra Cℓ01,3() of the spacetime algebra Cℓ1,3(). As of the 1980s, the theoretical physics group at Birkbeck College around David Bohm and Basil Hiley has been developing algebraic approaches to quantum theory that build on Sauter and Riesz' identification of spinors with minimal left ideals. Examples Some simple examples of spinors in low dimensions arise from considering the even-graded subalgebras of the Clifford algebra . This is an algebra built up from an orthonormal basis of mutually orthogonal vectors under addition and multiplication, p of which have norm +1 and q of which have norm −1, with the product rule for the basis vectors Two dimensions The Clifford algebra Cℓ2,0() is built up from a basis of one unit scalar, 1, two orthogonal unit vectors, σ1 and σ2, and one unit pseudoscalar . From the definitions above, it is evident that , and . The even subalgebra Cℓ02,0(), spanned by even-graded basis elements of Cℓ2,0(), determines the space of spinors via its representations. It is made up of real linear combinations of 1 and σ1σ2. As a real algebra, Cℓ02,0() is isomorphic to the field of complex numbers . As a result, it admits a conjugation operation (analogous to complex conjugation), sometimes called the reverse of a Clifford element, defined by which, by the Clifford relations, can be written The action of an even Clifford element on vectors, regarded as 1-graded elements of Cℓ2,0(), is determined by mapping a general vector to the vector where γ∗ is the conjugate of γ, and the product is Clifford multiplication. In this situation, a spinor is an ordinary complex number. The action of γ on a spinor φ is given by ordinary complex multiplication: . An important feature of this definition is the distinction between ordinary vectors and spinors, manifested in how the even-graded elements act on each of them in different ways. In general, a quick check of the Clifford relations reveals that even-graded elements conjugate-commute with ordinary vectors: On the other hand, comparing with the action on spinors , γ on ordinary vectors acts as the square of its action on spinors. Consider, for example, the implication this has for plane rotations. Rotating a vector through an angle of θ corresponds to , so that the corresponding action on spinors is via . In general, because of logarithmic branching, it is impossible to choose a sign in a consistent way. Thus the representation of plane rotations on spinors is two-valued. In applications of spinors in two dimensions, it is common to exploit the fact that the algebra of even-graded elements (that is just the ring of complex numbers) is identical to the space of spinors. So, by abuse of language, the two are often conflated. One may then talk about "the action of a spinor on a vector". In a general setting, such statements are meaningless. But in dimensions 2 and 3 (as applied, for example, to computer graphics) they make sense. Examples The even-graded element corresponds to a vector rotation of 90° from σ1 around towards σ2, which can be checked by confirming that It corresponds to a spinor rotation of only 45°, however: Similarly the even-graded element corresponds to a vector rotation of 180°: but a spinor rotation of only 90°: Continuing on further, the even-graded element corresponds to a vector rotation of 360°: but a spinor rotation of 180°. Three dimensions The Clifford algebra Cℓ3,0() is built up from a basis of one unit scalar, 1, three orthogonal unit vectors, σ1, σ2 and σ3, the three unit bivectors σ1σ2, σ2σ3, σ3σ1 and the pseudoscalar . It is straightforward to show that , and . The sub-algebra of even-graded elements is made up of scalar dilations, and vector rotations where (1) corresponds to a vector rotation through an angle θ about an axis defined by a unit vector . As a special case, it is easy to see that, if , this reproduces the σ1σ2 rotation considered in the previous section; and that such rotation leaves the coefficients of vectors in the σ3 direction invariant, since The bivectors σ2σ3, σ3σ1 and σ1σ2 are in fact Hamilton's quaternions i, j, and k, discovered in 1843: With the identification of the even-graded elements with the algebra of quaternions, as in the case of two dimensions the only representation of the algebra of even-graded elements is on itself. Thus the (real) spinors in three-dimensions are quaternions, and the action of an even-graded element on a spinor is given by ordinary quaternionic multiplication. Note that the expression (1) for a vector rotation through an angle , the angle appearing in γ was halved. Thus the spinor rotation (ordinary quaternionic multiplication) will rotate the spinor through an angle one-half the measure of the angle of the corresponding vector rotation. Once again, the problem of lifting a vector rotation to a spinor rotation is two-valued: the expression (1) with in place of θ/2 will produce the same vector rotation, but the negative of the spinor rotation. The spinor/quaternion representation of rotations in 3D is becoming increasingly prevalent in computer geometry and other applications, because of the notable brevity of the corresponding spin matrix, and the simplicity with which they can be multiplied together to calculate the combined effect of successive rotations about different axes. Explicit constructions A space of spinors can be constructed explicitly with concrete and abstract constructions. The equivalence of these constructions are a consequence of the uniqueness of the spinor representation of the complex Clifford algebra. For a complete example in dimension 3, see spinors in three dimensions. Component spinors Given a vector space V and a quadratic form g an explicit matrix representation of the Clifford algebra can be defined as follows. Choose an orthonormal basis for V i.e. where and for . Let . Fix a set of matrices such that (i.e. fix a convention for the gamma matrices). Then the assignment extends uniquely to an algebra homomorphism by sending the monomial in the Clifford algebra to the product of matrices and extending linearly. The space on which the gamma matrices act is now a space of spinors. One needs to construct such matrices explicitly, however. In dimension 3, defining the gamma matrices to be the Pauli sigma matrices gives rise to the familiar two component spinors used in non relativistic quantum mechanics. Likewise using the Dirac gamma matrices gives rise to the 4 component Dirac spinors used in 3+1 dimensional relativistic quantum field theory. In general, in order to define gamma matrices of the required kind, one can use the Weyl–Brauer matrices. In this construction the representation of the Clifford algebra , the Lie algebra , and the Spin group , all depend on the choice of the orthonormal basis and the choice of the gamma matrices. This can cause confusion over conventions, but invariants like traces are independent of choices. In particular, all physically observable quantities must be independent of such choices. In this construction a spinor can be represented as a vector of 2k complex numbers and is denoted with spinor indices (usually α, β, γ). In the physics literature, abstract spinor indices are often used to denote spinors even when an abstract spinor construction is used. Abstract spinors There are at least two different, but essentially equivalent, ways to define spinors abstractly. One approach seeks to identify the minimal ideals for the left action of on itself. These are subspaces of the Clifford algebra of the form , admitting the evident action of by left-multiplication: . There are two variations on this theme: one can either find a primitive element that is a nilpotent element of the Clifford algebra, or one that is an idempotent. The construction via nilpotent elements is more fundamental in the sense that an idempotent may then be produced from it. In this way, the spinor representations are identified with certain subspaces of the Clifford algebra itself. The second approach is to construct a vector space using a distinguished subspace of , and then specify the action of the Clifford algebra externally to that vector space. In either approach, the fundamental notion is that of an isotropic subspace . Each construction depends on an initial freedom in choosing this subspace. In physical terms, this corresponds to the fact that there is no measurement protocol that can specify a basis of the spin space, even if a preferred basis of is given. As above, we let be an -dimensional complex vector space equipped with a nondegenerate bilinear form. If is a real vector space, then we replace by its complexification and let denote the induced bilinear form on . Let be a maximal isotropic subspace, i.e. a maximal subspace of such that . If is even, then let be an isotropic subspace complementary to . If is odd, let be a maximal isotropic subspace with , and let be the orthogonal complement of . In both the even- and odd-dimensional cases and have dimension . In the odd-dimensional case, is one-dimensional, spanned by a unit vector . Minimal ideals Since W is isotropic, multiplication of elements of W inside is skew. Hence vectors in W anti-commute, and is just the exterior algebra Λ∗W. Consequently, the k-fold product of W with itself, Wk, is one-dimensional. Let ω be a generator of Wk. In terms of a basis of in W, one possibility is to set Note that (i.e., ω is nilpotent of order 2), and moreover, for all . The following facts can be proven easily: If , then the left ideal is a minimal left ideal. Furthermore, this splits into the two spin spaces and on restriction to the action of the even Clifford algebra. If , then the action of the unit vector u on the left ideal decomposes the space into a pair of isomorphic irreducible eigenspaces (both denoted by Δ), corresponding to the respective eigenvalues +1 and −1. In detail, suppose for instance that n is even. Suppose that I is a non-zero left ideal contained in . We shall show that I must be equal to by proving that it contains a nonzero scalar multiple of ω. Fix a basis wi of W and a complementary basis wi′ of W so that wiwj′ +wj′wi = δij, and (wi)2 = 0, (wi′)2 = 0. Note that any element of I must have the form αω, by virtue of our assumption that . Let be any such element. Using the chosen basis, we may write where the ai1...ip are scalars, and the Bj are auxiliary elements of the Clifford algebra. Observe now that the product Pick any nonzero monomial a in the expansion of α with maximal homogeneous degree in the elements wi: (no summation implied), then is a nonzero scalar multiple of ω, as required. Note that for n even, this computation also shows that . as a vector space. In the last equality we again used that W is isotropic. In physics terms, this shows that Δ is built up like a Fock space by creating spinors using anti-commuting creation operators in W acting on a vacuum ω. Exterior algebra construction The computations with the minimal ideal construction suggest that a spinor representation can also be defined directly using the exterior algebra of the isotropic subspace W. Let denote the exterior algebra of W considered as vector space only. This will be the spin representation, and its elements will be referred to as spinors. The action of the Clifford algebra on Δ is defined first by giving the action of an element of V on Δ, and then showing that this action respects the Clifford relation and so extends to a homomorphism of the full Clifford algebra into the endomorphism ring End(Δ) by the universal property of Clifford algebras. The details differ slightly according to whether the dimension of V is even or odd. When dim() is even, where W is the chosen isotropic complement. Hence any decomposes uniquely as with and . The action of on a spinor is given by where i(w) is interior product with w using the nondegenerate quadratic form to identify V with V∗, and ε(w) denotes the exterior product. This action is sometimes called the Clifford product. It may be verified that and so respects the Clifford relations and extends to a homomorphism from the Clifford algebra to End(Δ). The spin representation Δ further decomposes into a pair of irreducible complex representations of the Spin group (the half-spin representations, or Weyl spinors) via . When dim(V) is odd, , where U is spanned by a unit vector u orthogonal to W. The Clifford action c is defined as before on , while the Clifford action of (multiples of) u is defined by As before, one verifies that c respects the Clifford relations, and so induces a homomorphism. Hermitian vector spaces and spinors If the vector space V has extra structure that provides a decomposition of its complexification into two maximal isotropic subspaces, then the definition of spinors (by either method) becomes natural. The main example is the case that the real vector space V is a hermitian vector space , i.e., V is equipped with a complex structure J that is an orthogonal transformation with respect to the inner product g on V. Then splits in the ±i eigenspaces of J. These eigenspaces are isotropic for the complexification of g and can be identified with the complex vector space and its complex conjugate . Therefore, for a hermitian vector space the vector space Λ (as well as its complex conjugate ΛV) is a spinor space for the underlying real euclidean vector space. With the Clifford action as above but with contraction using the hermitian form, this construction gives a spinor space at every point of an almost Hermitian manifold and is the reason why every almost complex manifold (in particular every symplectic manifold) has a Spinc structure. Likewise, every complex vector bundle on a manifold carries a Spinc structure. Clebsch–Gordan decomposition A number of Clebsch–Gordan decompositions are possible on the tensor product of one spin representation with another. These decompositions express the tensor product in terms of the alternating representations of the orthogonal group. For the real or complex case, the alternating representations are , the representation of the orthogonal group on skew tensors of rank r. In addition, for the real orthogonal groups, there are three characters (one-dimensional representations) σ+ : O(p, q) → {−1, +1} given by , if R reverses the spatial orientation of V, +1, if R preserves the spatial orientation of V. (The spatial character.) σ− : O(p, q) → {−1, +1} given by , if R reverses the temporal orientation of V, +1, if R preserves the temporal orientation of V. (The temporal character.) σ = σ+σ− . (The orientation character.) The Clebsch–Gordan decomposition allows one to define, among other things: An action of spinors on vectors. A Hermitian metric on the complex representations of the real spin groups. A Dirac operator on each spin representation. Even dimensions If is even, then the tensor product of Δ with the contragredient representation decomposes as which can be seen explicitly by considering (in the Explicit construction) the action of the Clifford algebra on decomposable elements . The rightmost formulation follows from the transformation properties of the Hodge star operator. Note that on restriction to the even Clifford algebra, the paired summands are isomorphic, but under the full Clifford algebra they are not. There is a natural identification of Δ with its contragredient representation via the conjugation in the Clifford algebra: So also decomposes in the above manner. Furthermore, under the even Clifford algebra, the half-spin representations decompose For the complex representations of the real Clifford algebras, the associated reality structure on the complex Clifford algebra descends to the space of spinors (via the explicit construction in terms of minimal ideals, for instance). In this way, we obtain the complex conjugate of the representation Δ, and the following isomorphism is seen to hold: In particular, note that the representation Δ of the orthochronous spin group is a unitary representation. In general, there are Clebsch–Gordan decompositions In metric signature , the following isomorphisms hold for the conjugate half-spin representations If q is even, then and If q is odd, then and Using these isomorphisms, one can deduce analogous decompositions for the tensor products of the half-spin representations . Odd dimensions If is odd, then In the real case, once again the isomorphism holds Hence there is a Clebsch–Gordan decomposition (again using the Hodge star to dualize) given by Consequences There are many far-reaching consequences of the Clebsch–Gordan decompositions of the spinor spaces. The most fundamental of these pertain to Dirac's theory of the electron, among whose basic requirements are A manner of regarding the product of two spinors ψ as a scalar. In physical terms, a spinor should determine a probability amplitude for the quantum state. A manner of regarding the product ψ as a vector. This is an essential feature of Dirac's theory, which ties the spinor formalism to the geometry of physical space. A manner of regarding a spinor as acting upon a vector, by an expression such as ψv. In physical terms, this represents an electric current of Maxwell's electromagnetic theory, or more generally a probability current. Summary in low dimensions In 1 dimension (a trivial example), the single spinor representation is formally Majorana, a real 1-dimensional representation that does not transform. In 2 Euclidean dimensions, the left-handed and the right-handed Weyl spinor are 1-component complex representations, i.e. complex numbers that get multiplied by e±iφ/2 under a rotation by angle φ. In 3 Euclidean dimensions, the single spinor representation is 2-dimensional and quaternionic. The existence of spinors in 3 dimensions follows from the isomorphism of the groups that allows us to define the action of Spin(3) on a complex 2-component column (a spinor); the generators of SU(2) can be written as Pauli matrices. In 4 Euclidean dimensions, the corresponding isomorphism is . There are two inequivalent quaternionic 2-component Weyl spinors and each of them transforms under one of the SU(2) factors only. In 5 Euclidean dimensions, the relevant isomorphism is that implies that the single spinor representation is 4-dimensional and quaternionic. In 6 Euclidean dimensions, the isomorphism guarantees that there are two 4-dimensional complex Weyl representations that are complex conjugates of one another. In 7 Euclidean dimensions, the single spinor representation is 8-dimensional and real; no isomorphisms to a Lie algebra from another series (A or C) exist from this dimension on. In 8 Euclidean dimensions, there are two Weyl–Majorana real 8-dimensional representations that are related to the 8-dimensional real vector representation by a special property of Spin(8) called triality. In dimensions, the number of distinct irreducible spinor representations and their reality (whether they are real, pseudoreal, or complex) mimics the structure in d dimensions, but their dimensions are 16 times larger; this allows one to understand all remaining cases. See Bott periodicity. In spacetimes with p spatial and q time-like directions, the dimensions viewed as dimensions over the complex numbers coincide with the case of the -dimensional Euclidean space, but the reality projections mimic the structure in Euclidean dimensions. For example, in dimensions there are two non-equivalent Weyl complex (like in 2 dimensions) 2-component (like in 4 dimensions) spinors, which follows from the isomorphism . See also Anyon Dirac equation in the algebra of physical space Eigenspinor Einstein–Cartan theory Projective representation Pure spinor Spin-1/2 Spinor bundle Supercharge Twistor theory Notes References Further reading Rotation in three dimensions Quantum mechanics Quantum field theory
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A superheterodyne receiver, often shortened to superhet, is a type of radio receiver that uses frequency mixing to convert a received signal to a fixed intermediate frequency (IF) which can be more conveniently processed than the original carrier frequency. It was long believed to have been invented by US engineer Edwin Armstrong, but after some controversy the earliest patent for the invention is now credited to French radio engineer and radio manufacturer Lucien Lévy. Virtually all modern radio receivers use the superheterodyne principle; except those software-defined radios using direct sampling. History Heterodyne Early Morse code radio broadcasts were produced using an alternator connected to a spark gap. The output signal was at a carrier frequency defined by the physical construction of the gap, modulated by the alternating current signal from the alternator. Since the output frequency of the alternator was generally in the audible range, this produces an audible amplitude modulated (AM) signal. Simple radio detectors filtered out the high-frequency carrier, leaving the modulation, which was passed on to the user's headphones as an audible signal of dots and dashes. In 1904, Ernst Alexanderson introduced the Alexanderson alternator, a device that directly produced radio frequency output with higher power and much higher efficiency than the older spark gap systems. In contrast to the spark gap, however, the output from the alternator was a pure carrier wave at a selected frequency. When detected on existing receivers, the dots and dashes would normally be inaudible, or "supersonic". Due to the filtering effects of the receiver, these signals generally produced a click or thump, which were audible but made determining dot or dash difficult. In 1905, Canadian inventor Reginald Fessenden came up with the idea of using two Alexanderson alternators operating at closely spaced frequencies to broadcast two signals, instead of one. The receiver would then receive both signals, and as part of the detection process, only the beat frequency would exit the receiver. By selecting two carriers close enough that the beat frequency was audible, the resulting Morse code could once again be easily heard even in simple receivers. For instance, if the two alternators operated at frequencies 3 kHz apart, the output in the headphones would be dots or dashes of 3 kHz tone, making them easily audible. Fessenden coined the term "heterodyne", meaning "generated by a difference" (in frequency), to describe this system. The word is derived from the Greek roots hetero- "different", and -dyne "power". Regeneration Morse code was widely used in the early days of radio because it was both easy to produce and easy to receive. In contrast to voice broadcasts, the output of the amplifier didn't have to closely match the modulation of the original signal. As a result, any number of simple amplification systems could be used. One method used an interesting side-effect of early triode amplifier tubes. If both the plate (anode) and grid were connected to resonant circuits tuned to the same frequency and the stage gain was much higher than unity, stray capacitive coupling between the grid and the plate would cause the amplifier to go into oscillation. In 1913, Edwin Howard Armstrong described a receiver system that used this effect to produce audible Morse code output using a single triode. The output of the amplifier taken at the anode was connected back to the input through a "tickler", causing feedback that drove input signals well beyond unity. This caused the output to oscillate at a chosen frequency with great amplification. When the original signal cut off at the end of the dot or dash, the oscillation decayed and the sound disappeared after a short delay. Armstrong referred to this concept as a regenerative receiver, and it immediately became one of the most widely used systems of its era. Many radio systems of the 1920s were based on the regenerative principle, and it continued to be used in specialized roles into the 1940s, for instance in the IFF Mark II. RDF There was one role where the regenerative system was not suitable, even for Morse code sources, and that was the task of radio direction finding, or RDF. The regenerative system was highly non-linear, amplifying any signal above a certain threshold by a huge amount, sometimes so large it caused it to turn into a transmitter (which was the entire concept behind IFF). In RDF, the strength of the signal is used to determine the location of the transmitter, so one requires linear amplification to allow the strength of the original signal, often very weak, to be accurately measured. To address this need, RDF systems of the era used triodes operating below unity. To get a usable signal from such a system, tens or even hundreds of triodes had to be used, connected together anode-to-grid. These amplifiers drew enormous amounts of power and required a team of maintenance engineers to keep them running. Nevertheless, the strategic value of direction finding on weak signals was so high that the British Admiralty felt the high cost was justified. Superheterodyne Although a number of researchers discovered the superheterodyne concept, filing patents only months apart (see below), Armstrong is often credited with the concept. He came across it while considering better ways to produce RDF receivers. He had concluded that moving to higher "short wave" frequencies would make RDF more useful and was looking for practical means to build a linear amplifier for these signals. At the time, short wave was anything above about 500 kHz, beyond any existing amplifier's capabilities. It had been noticed that when a regenerative receiver went into oscillation, other nearby receivers would start picking up other stations as well. Armstrong (and others) eventually deduced that this was caused by a "supersonic heterodyne" between the station's carrier frequency and the regenerative receiver's oscillation frequency. When the first receiver began to oscillate at high outputs, its signal would flow back out through the antenna to be received on any nearby receiver. On that receiver, the two signals mixed just as they did in the original heterodyne concept, producing an output that is the difference in frequency between the two signals. For instance, consider a lone receiver that was tuned to a station at 300 kHz. If a second receiver is set up nearby and set to 400 kHz with high gain, it will begin to give off a 400 kHz signal that will be received in the first receiver. In that receiver, the two signals will mix to produce four outputs, one at the original 300 kHz, another at the received 400 kHz, and two more, the difference at 100 kHz and the sum at 700 kHz. This is the same effect that Fessenden had proposed, but in his system the two frequencies were deliberately chosen so the beat frequency was audible. In this case, all of the frequencies are well beyond the audible range, and thus "supersonic", giving rise to the name superheterodyne. Armstrong realized that this effect was a potential solution to the "short wave" amplification problem, as the "difference" output still retained its original modulation, but on a lower carrier frequency. In the example above, one can amplify the 100 kHz beat signal and retrieve the original information from that, the receiver does not have to tune in the higher 300 kHz original carrier. By selecting an appropriate set of frequencies, even very high-frequency signals could be "reduced" to a frequency that could be amplified by existing systems. For instance, to receive a signal at 1500 kHz, far beyond the range of efficient amplification at the time, one could set up an oscillator at, for example, 1560 kHz. Armstrong referred to this as the "local oscillator" or LO. As its signal was being fed into a second receiver in the same device, it did not have to be powerful, generating only enough signal to be roughly similar in strength to that of the received station. When the signal from the LO mixes with the station's, one of the outputs will be the heterodyne difference frequency, in this case, 60 kHz. He termed this resulting difference the "intermediate frequency" often abbreviated to "IF". In December 1919, Major E. H. Armstrong gave publicity to an indirect method of obtaining short-wave amplification, called the super-heterodyne. The idea is to reduce the incoming frequency, which may be, for example 1,500,000 cycles (200 meters), to some suitable super-audible frequency that can be amplified efficiently, then passing this current through an intermediate frequency amplifier, and finally rectifying and carrying on to one or two stages of audio frequency amplification. The "trick" to the superheterodyne is that by changing the LO frequency you can tune in different stations. For instance, to receive a signal at 1300 kHz, one could tune the LO to 1360 kHz, resulting in the same 60 kHz IF. This means the amplifier section can be tuned to operate at a single frequency, the design IF, which is much easier to do efficiently. Development Armstrong put his ideas into practice, and the technique was soon adopted by the military. It was less popular when commercial radio broadcasting began in the 1920s, mostly due to the need for an extra tube (for the oscillator), the generally higher cost of the receiver, and the level of skill required to operate it. For early domestic radios, tuned radio frequency receivers (TRF) were more popular because they were cheaper, easier for a non-technical owner to use, and less costly to operate. Armstrong eventually sold his superheterodyne patent to Westinghouse, which then sold it to Radio Corporation of America (RCA), the latter monopolizing the market for superheterodyne receivers until 1930. Because the original motivation for the superhet was the difficulty of using the triode amplifier at high frequencies, there was an advantage in using a lower intermediate frequency. During this era, many receivers used an IF frequency of only 30 kHz. These low IF frequencies, often using IF transformers based on the self-resonance of iron-core transformers, had poor image frequency rejection, but overcame the difficulty in using triodes at radio frequencies in a manner that competed favorably with the less robust neutrodyne TRF receiver. Higher IF frequencies (455 kHz was a common standard) came into use in later years, after the invention of the tetrode and pentode as amplifying tubes, largely solving the problem of image rejection. Even later, however, low IF frequencies (typically 60 kHz) were again used in the second (or third) IF stage of double or triple-conversion communications receivers to take advantage of the selectivity more easily achieved at lower IF frequencies, with image-rejection accomplished in the earlier IF stage(s) which were at a higher IF frequency. In the 1920s, at these low frequencies, commercial IF filters looked very similar to 1920s audio interstage coupling transformers, had similar construction, and were wired up in an almost identical manner, so they were referred to as "IF transformers". By the mid-1930s, superheterodynes using much higher intermediate frequencies (typically around 440–470 kHz) used tuned transformers more similar to other RF applications. The name "IF transformer" was retained, however, now meaning "intermediate frequency". Modern receivers typically use a mixture of ceramic resonators or surface acoustic wave resonators and traditional tuned-inductor IF transformers. By the 1930s, improvements in vacuum tube technology rapidly eroded the TRF receiver's cost advantages, and the explosion in the number of broadcasting stations created a demand for cheaper, higher-performance receivers. The introduction of an additional grid in a vacuum tube, but before the more modern screen-grid tetrode, included the tetrode with two control grids; this tube combined the mixer and oscillator functions, first used in the so-called autodyne mixer. This was rapidly followed by the introduction of tubes specifically designed for superheterodyne operation, most notably the pentagrid converter. By reducing the tube count (with each tube stage being the main factor affecting cost in this era), this further reduced the advantage of TRF and regenerative receiver designs. By the mid-1930s, commercial production of TRF receivers was largely replaced by superheterodyne receivers. By the 1940s, the vacuum-tube superheterodyne AM broadcast receiver was refined into a cheap-to-manufacture design called the "All American Five" because it used five vacuum tubes: usually a converter (mixer/local oscillator), an IF amplifier, a detector/audio amplifier, audio power amplifier, and a rectifier. Since this time, the superheterodyne design was used for almost all commercial radio and TV receivers. Patent battles French engineer Lucien Lévy filed a patent application for the superheterodyne principle in August 1917 with brevet n° 493660. Armstrong also filed his patent in 1917. Levy filed his original disclosure about seven months before Armstrong's. German inventor Walter H. Schottky also filed a patent in 1918. At first the US recognised Armstrong as the inventor, and his US Patent 1,342,885 was issued on 8 June 1920. After various changes and court hearings Lévy was awarded US patent No 1,734,938 that included seven of the nine claims in Armstrong's application, while the two remaining claims were granted to Alexanderson of GE and Kendall of AT&T. Principle of operation The diagram at right shows the block diagram of a typical single-conversion superheterodyne receiver. The diagram has blocks that are common to superheterodyne receivers, with only the RF amplifier being optional. The antenna collects the radio signal. The tuned RF stage with optional RF amplifier provides some initial selectivity; it is necessary to suppress the image frequency (see below), and may also serve to prevent strong out-of-passband signals from saturating the initial amplifier. A local oscillator provides the mixing frequency; it is usually a variable frequency oscillator which is used to tune the receiver to different stations. The frequency mixer does the actual heterodyning that gives the superheterodyne its name; it changes the incoming radio frequency signal to a higher or lower, fixed, intermediate frequency (IF). The IF band-pass filter and amplifier supply most of the gain and the narrowband filtering for the radio. The demodulator extracts the audio or other modulation from the IF radio frequency. The extracted signal is then amplified by the audio amplifier. Circuit description To receive a radio signal, a suitable antenna is required. The output of the antenna may be very small, often only a few microvolts. The signal from the antenna is tuned and may be amplified in a so-called radio frequency (RF) amplifier, although this stage is often omitted. One or more tuned circuits at this stage block frequencies that are far removed from the intended reception frequency. To tune the receiver to a particular station, the frequency of the local oscillator is controlled by the tuning knob (for instance). Tuning of the local oscillator and the RF stage may use a variable capacitor, or varicap diode. The tuning of one (or more) tuned circuits in the RF stage must track the tuning of the local oscillator. Local oscillator and mixer The signal is then fed into a circuit where it is mixed with a sine wave from a variable frequency oscillator known as the local oscillator (LO). The mixer uses a non-linear component to produce both sum and difference beat frequencies signals, each one containing the modulation contained in the desired signal. The output of the mixer may include the original RF signal at fRF, the local oscillator signal at fLO, and the two new heterodyne frequencies fRF + fLO and fRF − fLO. The mixer may inadvertently produce additional frequencies such as third- and higher-order intermodulation products. Ideally, the IF bandpass filter removes all but the desired IF signal at fIF. The IF signal contains the original modulation (transmitted information) that the received radio signal had at fRF. The frequency of the local oscillator fLO is set so the desired reception radio frequency fRF mixes to fIF. There are two choices for the local oscillator frequency because the dominant mixer products are at fRF ± fLO. If the local oscillator frequency is less than the desired reception frequency, it is called low-side injection (fIF = fRF − fLO); if the local oscillator is higher, then it is called high-side injection (fIF = fLO − fRF). The mixer will process not only the desired input signal at fRF, but also all signals present at its inputs. There will be many mixer products (heterodynes). Most other signals produced by the mixer (such as due to stations at nearby frequencies) can be filtered out in the IF tuned amplifier; that gives the superheterodyne receiver its superior performance. However, if fLO is set to fRF + fIF, then an incoming radio signal at fLO + fIF will also produce a heterodyne at fIF; the frequency fLO + fIF is called the image frequency and must be rejected by the tuned circuits in the RF stage. The image frequency is 2 fIF higher (or lower) than the desired frequency fRF, so employing a higher IF frequency fIF increases the receiver's image rejection without requiring additional selectivity in the RF stage. To suppress the unwanted image, the tuning of the RF stage and the LO may need to "track" each other. In some cases, a narrow-band receiver can have a fixed tuned RF amplifier. In that case, only the local oscillator frequency is changed. In most cases, a receiver's input band is wider than its IF center frequency. For example, a typical AM broadcast band receiver covers 510 kHz to 1655 kHz (a roughly 1160 kHz input band) with a 455 kHz IF frequency; an FM broadcast band receiver covers 88 MHz to 108 MHz band with a 10.7 MHz IF frequency. In that situation, the RF amplifier must be tuned so the IF amplifier does not see two stations at the same time. If the AM broadcast band receiver LO were set at 1200 kHz, it would see stations at both 745 kHz (1200−455 kHz) and 1655 kHz. Consequently, the RF stage must be designed so that any stations that are twice the IF frequency away are significantly attenuated. The tracking can be done with a multi-section variable capacitor or some varactors driven by a common control voltage. An RF amplifier may have tuned circuits at both its input and its output, so three or more tuned circuits may be tracked. In practice, the RF and LO frequencies need to track closely but not perfectly. In the days of tube (valve) electronics, it was common for superheterodyne receivers to combine the functions of the local oscillator and the mixer in a single tube, leading to a savings in power, size, and especially cost. A single pentagrid converter tube would oscillate and also provide signal amplification as well as frequency mixing. IF amplifier The stages of an intermediate frequency amplifier ("IF amplifier" or "IF strip") are tuned to a fixed frequency that does not change as the receiving frequency changes. The fixed frequency simplifies optimization of the IF amplifier. The IF amplifier is selective around its center frequency fIF. The fixed center frequency allows the stages of the IF amplifier to be carefully tuned for best performance (this tuning is called "aligning" the IF amplifier). If the center frequency changed with the receiving frequency, then the IF stages would have had to track their tuning. That is not the case with the superheterodyne. Normally, the IF center frequency fIF is chosen to be less than the range of desired reception frequencies fRF. That is because it is easier and less expensive to get high selectivity at a lower frequency using tuned circuits. The bandwidth of a tuned circuit with a certain Q is proportional to the frequency itself (and what's more, a higher Q is achievable at lower frequencies), so fewer IF filter stages are required to achieve the same selectivity. Also, it is easier and less expensive to get high gain at a lower frequencies. However, in many modern receivers designed for reception over a wide frequency range (e.g. scanners and spectrum analyzers) a first IF frequency higher than the reception frequency is employed in a double conversion configuration. For instance, the Rohde & Schwarz EK-070 VLF/HF receiver covers 10 kHz to 30 MHz. It has a band switched RF filter and mixes the input to a first IF of 81.4 MHz and a second IF frequency of 1.4 MHz. The first LO frequency is 81.4 to 111.4 MHz, a reasonable range for an oscillator. But if the original RF range of the receiver were to be converted directly to the 1.4 MHz intermediate frequency, the LO frequency would need to cover 1.4-31.4 MHz which cannot be accomplished using tuned circuits (a variable capacitor with a fixed inductor would need a capacitance range of 500:1). Image rejection is never an issue with such a high IF frequency. The first IF stage uses a crystal filter with a 12 kHz bandwidth. There is a second frequency conversion (making a triple-conversion receiver) that mixes the 81.4 MHz first IF with 80 MHz to create a 1.4 MHz second IF. Image rejection for the second IF is not an issue as the first IF has a bandwidth of much less than 2.8 MHz. To avoid interference to receivers, licensing authorities will avoid assigning common IF frequencies to transmitting stations. Standard intermediate frequencies used are 455 kHz for medium-wave AM radio, 10.7 MHz for broadcast FM receivers, 38.9 MHz (Europe) or 45 MHz (US) for television, and 70 MHz for satellite and terrestrial microwave equipment. To avoid tooling costs associated with these components, most manufacturers then tended to design their receivers around a fixed range of frequencies offered, which resulted in a worldwide de facto standardization of intermediate frequencies. In early superhets, the IF stage was often a regenerative stage providing the sensitivity and selectivity with fewer components. Such superhets were called super-gainers or regenerodynes. This is also called a Q multiplier, involving a small modification to an existing receiver especially for the purpose of increasing selectivity. IF bandpass filter The IF stage includes a filter and/or multiple tuned circuits to achieve the desired selectivity. This filtering must have a band pass equal to or less than the frequency spacing between adjacent broadcast channels. Ideally a filter would have a high attenuation to adjacent channels, but maintain a flat response across the desired signal spectrum in order to retain the quality of the received signal. This may be obtained using one or more dual tuned IF transformers, a quartz crystal filter, or a multipole ceramic crystal filter. In the case of television receivers, no other technique was able to produce the precise bandpass characteristic needed for vestigial sideband reception, such as that used in the NTSC system first approved by the US in 1941. By the 1980s, multi-component capacitor-inductor filters had been replaced with precision electromechanical surface acoustic wave (SAW) filters. Fabricated by precision laser milling techniques, SAW filters are cheaper to produce, can be made to extremely close tolerances, and are very stable in operation. Demodulator The received signal is now processed by the demodulator stage where the audio signal (or other baseband signal) is recovered and then further amplified. AM demodulation requires envelope detection, which can be achieved by means of rectification and a low-pass filter (which can be as simple as an RC circuit) to remove remnants of the intermediate frequency. FM signals may be detected using a discriminator, ratio detector, or phase-locked loop. Continuous wave and single sideband signals require a product detector using a so-called beat frequency oscillator, and there are other techniques used for different types of modulation. The resulting audio signal (for instance) is then amplified and drives a loudspeaker. When so-called high-side injection has been used, where the local oscillator is at a higher frequency than the received signal (as is common), then the frequency spectrum of the original signal will be reversed. This must be taken into account by the demodulator (and in the IF filtering) in the case of certain types of modulation such as single sideband. Multiple conversion To overcome obstacles such as image response, some receivers use multiple successive stages of frequency conversion and multiple IFs of different values. A receiver with two frequency conversions and IFs is called a dual conversion superheterodyne, and one with three IFs is called a triple conversion superheterodyne. The main reason that this is done is that with a single IF there is a tradeoff between low image response and selectivity. The separation between the received frequency and the image frequency is equal to twice the IF frequency, so the higher the IF, the easier it is to design an RF filter to remove the image frequency from the input and achieve low image response. However, the higher the IF, the more difficult it is to achieve high selectivity in the IF filter. At shortwave frequencies and above, the difficulty in obtaining sufficient selectivity in the tuning with the high IFs needed for low image response impacts performance. To solve this problem two IF frequencies can be used, first converting the input frequency to a high IF to achieve low image response, and then converting this frequency to a low IF to achieve good selectivity in the second IF filter. To improve tuning, a third IF can be used. For example, for a receiver that can tune from 500 kHz to 30 MHz, three frequency converters might be used. With a 455 kHz IF it is easy to get adequate front end selectivity with broadcast band (under 1600 kHz) signals. For example, if the station being received is on 600 kHz, the local oscillator can be set to 1055 kHz, giving an image on (-600+1055=) 455 kHz. But a station on 1510 kHz could also potentially produce an image at (1510-1055=) 455 kHz and so cause image interference. However, because 600 kHz and 1510 kHz are so far apart, it is easy to design the front end tuning to reject the 1510 kHz frequency. However at 30 MHz, things are different. The oscillator would be set to 30.455 MHz to produce a 455 kHz IF, but a station on 30.910 would also produce a 455 kHz beat, so both stations would be heard at the same time. But it is virtually impossible to design an RF tuned circuit that can adequately discriminate between 30 MHz and 30.91 MHz, so one approach is to "bulk downconvert" whole sections of the shortwave bands to a lower frequency, where adequate front-end tuning is easier to arrange. For example, the ranges 29 MHz to 30 MHz; 28 MHz to 29 MHz etc. might be converted down to 2 MHz to 3 MHz, there they can be tuned more conveniently. This is often done by first converting each "block" up to a higher frequency (typically 40 MHz) and then using a second mixer to convert it down to the 2 MHz to 3 MHz range. The 2 MHz to 3 MHz "IF" is basically another self-contained superheterodyne receiver, most likely with a standard IF of 455 kHz. Modern designs Microprocessor technology allows replacing the superheterodyne receiver design by a software defined radio architecture, where the IF processing after the initial IF filter is implemented in software. This technique is already in use in certain designs, such as very low-cost FM radios incorporated into mobile phones, since the system already has the necessary microprocessor. Radio transmitters may also use a mixer stage to produce an output frequency, working more or less as the reverse of a superheterodyne receiver. Advantages and disadvantages Superheterodyne receivers have essentially replaced all previous receiver designs. The development of modern semiconductor electronics negated the advantages of designs (such as the regenerative receiver) that used fewer vacuum tubes. The superheterodyne receiver offers superior sensitivity, frequency stability and selectivity. Compared with the tuned radio frequency receiver (TRF) design, superhets offer better stability because a tuneable oscillator is more easily realized than a tuneable amplifier. Operating at a lower frequency, IF filters can give narrower passbands at the same Q factor than an equivalent RF filter. A fixed IF also allows the use of a crystal filter or similar technologies that cannot be tuned. Regenerative and super-regenerative receivers offered a high sensitivity, but often suffer from stability problems making them difficult to operate. Although the advantages of the superhet design are overwhelming, there are a few drawbacks that need to be tackled in practice. Image frequency (fIMAGE) One major disadvantage to the superheterodyne receiver is the problem of image frequency. In heterodyne receivers, an image frequency is an undesired input frequency equal to the station frequency plus (or minus) twice the intermediate frequency. The image frequency results in two stations being received at the same time, thus producing interference. Reception at the image frequency can be combated through tuning (filtering) at the antenna and RF stage of the superheterodyne receiver. For example, an AM broadcast station at 580 kHz is tuned on a receiver with a 455 kHz IF. The local oscillator is tuned to 1035 kHz. But a signal at 1490 kHz is also 455 kHz away from the local oscillator; so both the desired signal and the image, when mixed with the local oscillator, will appear at the intermediate frequency. This image frequency is within the AM broadcast band. Practical receivers have a tuning stage before the converter, to greatly reduce the amplitude of image frequency signals; additionally, broadcasting stations in the same area have their frequencies assigned to avoid such images. The unwanted frequency is called the image of the wanted frequency, because it is the "mirror image" of the desired frequency reflected about . A receiver with inadequate filtering at its input will pick up signals at two different frequencies simultaneously: the desired frequency and the image frequency. A radio reception which happens to be at the image frequency can interfere with reception of the desired signal, and noise (static) around the image frequency can decrease the receiver's signal-to-noise ratio (SNR) by up to 3dB. Early Autodyne receivers typically used IFs of only 150 kHz or so. As a consequence, most Autodyne receivers required greater front-end selectivity, often involving double-tuned coils, to avoid image interference. With the later development of tubes able to amplify well at higher frequencies, higher IF frequencies came into use, reducing the problem of image interference. Typical consumer radio receivers have only a single tuned circuit in the RF stage. Sensitivity to the image frequency can be minimized only by (1) a filter that precedes the mixer or (2) a more complex mixer circuit to suppress the image; this is rarely used. In most tunable receivers using a single IF frequency, the RF stage includes at least one tuned circuit in the RF front end whose tuning is performed in tandem with the local oscillator. In double (or triple) conversion receivers in which the first conversion uses a fixed local oscillator, this may rather be a fixed bandpass filter which accommodates the frequency range being mapped to the first IF frequency range. Image rejection is an important factor in choosing the intermediate frequency of a receiver. The farther apart the bandpass frequency and the image frequency are, the more the bandpass filter will attenuate any interfering image signal. Since the frequency separation between the bandpass and the image frequency is , a higher intermediate frequency improves image rejection. It may be possible to use a high enough first IF that a fixed-tuned RF stage can reject any image signals. The ability of a receiver to reject interfering signals at the image frequency is measured by the image rejection ratio. This is the ratio (in decibels) of the output of the receiver from a signal at the received frequency, to its output for an equal-strength signal at the image frequency. Local oscillator radiation It can be difficult to keep stray radiation from the local oscillator below the level that a nearby receiver can detect. If the receiver's local oscillator can reach the antenna it will act as a low-power CW transmitter. Consequently, what is meant to be a receiver can itself create radio interference. In intelligence operations, local oscillator radiation gives a means to detect a covert receiver and its operating frequency. The method was used by MI5 during Operation RAFTER. This same technique is also used in radar detector detectors used by traffic police in jurisdictions where radar detectors are illegal. Local oscillator radiation is most prominent in receivers in which the antenna signal is connected directly to the mixer (which itself receives the local oscillator signal) rather than from receivers in which an RF amplifier stage is used in between. Thus it is more of a problem with inexpensive receivers and with receivers at such high frequencies (especially microwave) where RF amplifying stages are difficult to implement. Local oscillator sideband noise Local oscillators typically generate a single frequency signal that has negligible amplitude modulation but some random phase modulation which spreads some of the signal's energy into sideband frequencies. That causes a corresponding widening of the receiver's frequency response, which would defeat the aim to make a very narrow bandwidth receiver such as to receive low-rate digital signals. Care needs to be taken to minimize oscillator phase noise, usually by ensuring that the oscillator never enters a non-linear mode. Terminology First detector, second detector The mixer tube or transistor is sometimes called the first detector, while the demodulator that extracts the modulation from the IF signal is called the second detector. In a dual-conversion superhet there are two mixers, so the demodulator is called the third detector. RF front end Refers to all the components of the receiver up to and including the mixer; all the parts that process the signal at the original incoming radio frequency. In the block diagram above the RF front end components are colored red. See also H2X radar Automatic gain control Demodulator Direct conversion receiver VFO Single sideband modulation (demodulation) Tuned radio frequency receiver Reflex receiver Optical heterodyne detection Superheterodyne transmitter Notes References Further reading External links http://ethw.org/Superheterodyne_Receiver . An article giving the history of the various inventors working on the superheterodyne method. Raises Paul Laüt published six months before Lévy; Étienne published the memo. Describes English efforts. 29F(2d)953. Armstrong v. Lévy, decided Dec. 3, 1928 http://www.leagle.com/decision/192898229F2d953_1614/ARMSTRONG%20v.%20LEVY An in-depth introduction to superheterodyne receivers Superheterodyne receivers from microwaves101.com Multipage tutorial describing the superheterodyne receiver and its technology Radio electronics Communication circuits Electronic design History of radio Receiver (radio)
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A screwdriver is a popular alcoholic highball drink made with orange juice and vodka. In the UK, it is referred to as a "vodka and orange". While the basic drink is simply the two ingredients, there are many variations. Many of the variations have different names in different parts of the world. History The drink originated during World War II, when Americans in China and Turkey mixed neutral spirits with orange juice. The origin of the name "screwdriver" is less clear, but the name appeared in Ankara, Turkey in 1943 and later in Istanbul. Variations on the recipe were present in 1948 in Turkey and also called screwdrivers, such as a mixture of one-third vodka and two-thirds gin, and another recipe adding gin, cognac, bitters, and other ingredients to orange juice and vodka. An unattributed but popular story for the name is that the Americans lacked a spoon and instead used a screwdriver as a stirring stick. Starting mid-1950, vodka rose rapidly in popularity in America, and mixed drinks such as the screwdriver rose with it. Advertising campaigns in the 1950s and 1960s by vodka brands such as Smirnoff cemented the screwdriver as a vodka favorite. Variations The screwdriver served as the foundation of the Harvey Wallbanger. A screwdriver with two parts of sloe gin, one part of Southern Comfort, and filled with orange juice is a "Slow Comfortable Screw". A screwdriver with one part of sloe gin, one part of Southern Comfort, one part Galliano, and filled with orange juice is a "Slow Comfortable Screw Up Against The Wall". A screwdriver with one part of sloe gin, one part of Southern Comfort, one part Galliano, one part tequila, and filled with orange juice is a "Slow Comfortable Screw Up Against The Wall Mexican Style". A "Virgin Screwdriver" is a mocktail (non-alcoholic version), usually made with orange juice and tonic water. A screwdriver with apple juice instead of orange juice is an "Anita Bryant Cocktail". Bryant was an American singer and spokeswoman for the Florida Citrus Commission during the 1960s and 1970s. Starting in 1977, she became an anti-gay rights activist. Because Bryant promoted orange juice, the gay community retaliated by boycotting it. Gay bars across North America stopped serving screwdrivers and invented this cocktail to replace it. The sales and proceeds of the cocktail went to gay rights activists and helped fund their work against Bryant. The campaign was ultimately successful as Bryant's activism damaged her musical and business career. Her contract with the Florida Citrus Commission was left to expire in 1980 after they stated she was "worn out" as a spokesperson. References External links Drinknation.com: Screwdriver variations Cocktails with vodka Cocktails with orange juice
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Sapphire is a precious gemstone, a variety of the mineral corundum, consisting of aluminium oxide () with trace amounts of elements such as iron, titanium, chromium, vanadium, or magnesium. The name sapphire is derived from the Latin "saphirus" and the Greek "sapheiros", both of which mean blue. It is typically blue, but natural "fancy" sapphires also occur in yellow, purple, orange, and green colors; "parti sapphires" show two or more colors. Red corundum stones also occur, but are called rubies not sapphires. Pink-colored corundum may be classified either as ruby or sapphire depending on locale. Commonly, natural sapphires are cut and polished into gemstones and worn in jewelry. They also may be created synthetically in laboratories for industrial or decorative purposes in large crystal boules. Because of the remarkable hardness of sapphires – 9 on the Mohs scale (the third hardest mineral, after diamond at 10 and moissanite at 9.5) – sapphires are also used in some non-ornamental applications, such as infrared optical components, high-durability windows, wristwatch crystals and movement bearings, and very thin electronic wafers, which are used as the insulating substrates of special-purpose solid-state electronics such as integrated circuits and GaN-based blue LEDs. Sapphire is the birthstone for September and the gem of the 45th anniversary. A sapphire jubilee occurs after 65 years. Natural sapphires Sapphire is one of the two gem-varieties of corundum, the other being ruby (defined as corundum in a shade of red). Although blue is the best-known sapphire color, they occur in other colors, including gray and black, and also can be colorless. A pinkish orange variety of sapphire is called padparadscha. Significant sapphire deposits are found in Australia, Afghanistan, Cambodia, Cameroon, China (Shandong), Colombia, Ethiopia, India (Kashmir), Kenya, Laos, Madagascar, Malawi, Mozambique, Myanmar (Burma), Nigeria, Rwanda, Sri Lanka, Tanzania, Thailand, United States (Montana) and Vietnam. Sapphire and rubies are often found in the same geographical settings, but they generally have different geological formations. For example, both ruby and sapphire are found in Myanmar's Mogok Stone Tract, but the rubies form in marble, while the sapphire forms in granitic pegmatites or corundum syenites. Every sapphire mine produces a wide range of quality, and origin is not a guarantee of quality. For sapphire, Kashmir receives the highest premium, although Burma, Sri Lanka, and Madagascar also produce large quantities of fine quality gems. The cost of natural sapphires varies depending on their color, clarity, size, cut, and overall quality. Sapphires that are completely untreated are worth far more than those that have been treated. Geographical origin also has a major impact on price. For most gems of one carat or more, an independent report from a respected laboratory such as GIA, Lotus Gemology, or SSEF, is often required by buyers before they will make a purchase. Blue sapphire Gemstone color can be described in terms of hue, saturation, and tone. Hue is commonly understood as the "color" of the gemstone. Saturation refers to the vividness or brightness of the hue, and tone is the lightness to darkness of the hue. Blue sapphire exists in various mixtures of its primary (blue) and secondary hues, various tonal levels (shades) and at various levels of saturation (vividness). Blue sapphires are evaluated based upon the purity of their blue hue. Violet, and green are the most common secondary hues found in blue sapphires. The highest prices are paid for gems that are pure blue and of vivid saturation. Gems that are of lower saturation, or are too dark or too light in tone are of less value. However, color preferences are a personal taste, like a flavor of ice cream. The Logan sapphire in the National Museum of Natural History, in Washington, D.C., is one of the largest faceted gem-quality blue sapphires in existence. The 422.66-ct Siren of Serendip in the Houston Museum of Natural Science is another stunning example of a Sri Lankan sapphire on public display. Sapphires of other colors Sapphires in colors other than blue are called "fancy" or "parti colored" sapphires. Fancy sapphires are often found in yellow, orange, green, brown, purple and violet hues. Particolored sapphires or bi-color sapphires are those stones which exhibit two or more colors within a single stone. The desirability of particolored or bi-color sapphires is usually judged based on the zoning or location of their colors, the colors’ saturation, and the contrast of their colors. Australia is the largest source of particolored sapphires; they are not commonly used in mainstream jewelry and remain relatively unknown. Particolored sapphires cannot be created synthetically and only occur naturally. The vast majority of particolored sapphires occur naturally, but it is possible to replicate the appearance of a particolored sapphire in a synthetic sapphire. Colorless sapphires have historically been used as diamond substitutes in jewelry. Pink sapphires Pink sapphires occur in shades from light to dark pink, and deepen in color as the quantity of chromium increases. The deeper the pink color, the higher their monetary value. In the United States, a minimum color saturation must be met to be called a ruby, otherwise the stone is referred to as a pink sapphire. Padparadscha Padparadscha is a delicate, light to medium toned, pink-orange to orange-pink hued corundum, originally found in Sri Lanka, but also found in deposits in Vietnam and parts of East Africa. Padparadscha sapphires are rare; the rarest of all is the totally natural variety, with no sign of artificial treatment. The name is derived from the Sanskrit "padma ranga" (padma = lotus; ranga = color), a color akin to the lotus flower (Nelumbo nucifera). Among the fancy (non-blue) sapphires, natural padparadscha fetch the highest prices. Since 2001, more sapphires of this color have appeared on the market as a result of artificial lattice diffusion of beryllium. Star sapphire A star sapphire is a type of sapphire that exhibits a star-like phenomenon known as asterism; red stones are known as "star rubies". Star sapphires contain intersecting needle-like inclusions following the underlying crystal structure that causes the appearance of a six-rayed "star"-shaped pattern when viewed with a single overhead light source. The inclusion is often the mineral rutile, a mineral composed primarily of titanium dioxide. The stones are cut en cabochon, typically with the center of the star near the top of the dome. Occasionally, twelve-rayed stars are found, typically because two different sets of inclusions are found within the same stone, such as a combination of fine needles of rutile with small platelets of hematite; the first results in a whitish star and the second results in a golden-colored star. During crystallization, the two types of inclusions become preferentially oriented in different directions within the crystal, thereby forming two six-rayed stars that are superimposed upon each other to form a twelve-rayed star. Misshapen stars or 12-rayed stars may also form as a result of twinning. The inclusions can alternatively produce a cat's eye effect if the girdle plane of the cabochon is oriented parallel to the crystal's c-axis rather than perpendicular to it. To get a cat's eye, the planes of exsolved inclusions must be extremely uniform and tightly packed. If the dome is oriented in between these two directions, an off-center star will be visible, offset away from the high point of the dome. At 1404.49 carats, The Star of Adam is the largest known blue star sapphire. The gem was mined in the city of Ratnapura, southern Sri Lanka. The Black Star of Queensland, the second largest star sapphire in the world, weighs 733 carats. The Star of India mined in Sri Lanka and weighing 563.4 carats is thought to be the third-largest star sapphire, and is currently on display at the American Museum of Natural History in New York City. The 182-carat Star of Bombay, mined in Sri Lanka and located in the National Museum of Natural History in Washington, D.C., is another example of a large blue star sapphire. The value of a star sapphire depends not only on the weight of the stone, but also the body color, visibility, and intensity of the asterism. The color of the stone has more impact on the value than the visibility of the star. Since more transparent stones tend to have better colors, the most expensive star stones are semi-transparent "glass body" stones with vivid colors. On 28 July 2021, the world's largest cluster of star sapphires, weighing 510 kg, was unearthed from Ratnapura, Sri Lanka. This star sapphire cluster was named "Serendipity Sapphire". Large rubies and sapphires Large rubies and sapphires of poor transparency are frequently used with suspect appraisals that vastly overstate their value. This was the case of the "Life and Pride of America Star Sapphire". Circa 1985, Roy Whetstine claimed to have bought the 1905-ct stone for $10 at the Tucson gem show, but a reporter discovered that L.A. Ward of Fallbrook, CA, who appraised it at the price of $1200/ct, had appraised another stone of the exact same weight several years before Whetstine claimed to have found it. Bangkok-based Lotus Gemology maintains an updated listing of world auction records of ruby, sapphire, and spinel. As of November 2019, no sapphire has ever sold at auction for more than $17,295,796. Color-change sapphire A rare variety of natural sapphire, known as color-change sapphire, exhibits different colors in different light. Color change sapphires are blue in outdoor light and purple under incandescent indoor light, or green to gray-green in daylight and pink to reddish-violet in incandescent light. Color change sapphires come from a variety of locations, including Madagascar, Myanmar, Sri Lanka and Tanzania. Two types exist. The first features the chromium chromophore that creates the red color of ruby, combined with the iron + titanium chromophore that produces the blue color in sapphire. A rarer type, which comes from the Mogok area of Myanmar, features a vanadium chromophore, the same as is used in Verneuil synthetic color-change sapphire. Virtually all gemstones that show the "alexandrite effect" (color change; a.k.a. 'metamerism') show similar absorption/transmission features in the visible spectrum. This is an absorption band in the yellow (~590 nm), along with valleys of transmission in the blue-green and red. Thus the color one sees depends on the spectral composition of the light source. Daylight is relatively balanced in its spectral power distribution (SPD) and since the human eye is most sensitive to green light, the balance is tipped to the green side. However incandescent light (including candle light) is heavily tilted to the red end of the spectrum, thus tipping the balance to red. Color-change sapphires colored by the Cr + Fe/Ti chromophores generally change from blue or violetish blue to violet or purple. Those colored by the V chromophore can show a more pronounced change, moving from blue-green to purple. Certain synthetic color-change sapphires have a similar color change to the natural gemstone alexandrite and they are sometimes marketed as "alexandrium" or "synthetic alexandrite". However, the latter term is a misnomer: synthetic color-change sapphires are, technically, not synthetic alexandrites but rather alexandrite simulants. This is because genuine alexandrite is a variety of chrysoberyl: not sapphire, but an entirely different mineral. Cause of color Rubies are corundum with a dominant red body color. This is generally caused by traces of chromium (Cr3+) substituting for the (Al3+) ion in the corundum structure. The color can be modified by both iron and trapped hole color centers. Unlike localized ("intra-atomic") absorption of light which causes color for chromium and vanadium impurities, blue color in sapphires comes from intervalence charge transfer, which is the transfer of an electron from one transition-metal ion to another via the conduction or valence band. The iron can take the form Fe2+ or Fe3+, while titanium generally takes the form Ti4+. If Fe2+ and Ti4+ ions are substituted for Al3+, localized areas of charge imbalance are created. An electron transfer from Fe2+ and Ti4+ can cause a change in the valence state of both. Because of the valence change there is a specific change in energy for the electron, and electromagnetic energy is absorbed. The wavelength of the energy absorbed corresponds to yellow light. When this light is subtracted from incident white light, the complementary color blue results. Sometimes when atomic spacing is different in different directions there is resulting blue-green dichroism. Purple sapphires contain trace amounts of chromium and iron plus titanium and come in a variety of shades. Corundum that contains extremely low levels of chromophores is near colorless. Completely colorless corundum generally does not exist in nature. If trace amounts of iron are present, a very pale yellow to green color may be seen. However, if both titanium and iron impurities are present together, and in the correct valence states, the result is a blue color. Intervalence charge transfer is a process that produces a strong colored appearance at a low percentage of impurity. While at least 1% chromium must be present in corundum before the deep red ruby color is seen, sapphire blue is apparent with the presence of only 0.01% of titanium and iron. The most complete description of the causes of color in corundum extant can be found in Chapter 4 of Ruby & Sapphire: A Gemologist's Guide (chapter authored by John Emmett, Emily Dubinsky and Richard Hughes). Treatments Sapphires can be treated by several methods to enhance and improve their clarity and color. It is common practice to heat natural sapphires to improve or enhance their appearance. This is done by heating the sapphires in furnaces to temperatures between for several hours, or even weeks at a time. Different atmospheres may be used. Upon heating, the stone becomes bluer in color, but loses some of the rutile inclusions (silk). When high temperatures (1400 °C+) are used, exsolved rutile silk is dissolved and it becomes clear under magnification. The titanium from the rutile enters solid solution and thus creates with iron the blue color The inclusions in natural stones are easily seen with a jeweler's loupe. Evidence of sapphire and other gemstones being subjected to heating goes back at least to Roman times. Un-heated natural stones are somewhat rare and will often be sold accompanied by a certificate from an independent gemological laboratory attesting to "no evidence of heat treatment". Yogo sapphires do not need heat treating because their cornflower blue color is attractive out of the ground; they are generally free of inclusions, and have high uniform clarity. When Intergem Limited began marketing the Yogo in the 1980s as the world's only guaranteed untreated sapphire, heat treatment was not commonly disclosed; by the late 1980s, heat treatment became a major issue. At that time, much of all the world's sapphires were being heated to enhance their natural color. Intergem's marketing of guaranteed untreated Yogos set them against many in the gem industry. This issue appeared as a front-page story in the Wall Street Journal on 29 August 1984 in an article by Bill Richards, Carats and Schticks: Sapphire Marketer Upsets The Gem Industry. However, the biggest problem the Yogo mine faced was not competition from heated sapphires, but the fact that the Yogo stones could never produce quantities of sapphire above one carat after faceting. As a result, it has remained a niche product, with a market that largely exists in the US. Lattice ('bulk') diffusion treatments are used to add impurities to the sapphire to enhance color. This process was originally developed and patented by Linde Air division of Union Carbide and involved diffusing titanium into synthetic sapphire to even out the blue color. It was later applied to natural sapphire. Today, titanium diffusion often uses a synthetic colorless sapphire base. The color layer created by titanium diffusion is extremely thin (less than 0.5 mm). Thus repolishing can and does produce slight to significant loss of color. Chromium diffusion has been attempted, but was abandoned due to the slow diffusion rates of chromium in corundum. In the year 2000, beryllium diffused "padparadscha" colored sapphires entered the market. Typically beryllium is diffused into a sapphire under very high heat, just below the melting point of the sapphire. Initially (c. 2000) orange sapphires were created, although now the process has been advanced and many colors of sapphire are often treated with beryllium. Due to the small size of the beryllium ion, the color penetration is far greater than with titanium diffusion. In some cases, it may penetrate the entire stone. Beryllium-diffused orange sapphires may be difficult to detect, requiring advanced chemical analysis by gemological labs (e.g., Gübelin, SSEF, GIA, American Gemological Laboratories (AGL), Lotus Gemology. According to United States Federal Trade Commission guidelines, disclosure is required of any mode of enhancement that has a significant effect on the gem's value. There are several ways of treating sapphire. Heat-treatment in a reducing or oxidizing atmosphere (but without the use of any other added impurities) is commonly used to improve the color of sapphires, and this process is sometimes known as "heating only" in the gem trade. In contrast, however, heat treatment combined with the deliberate addition of certain specific impurities (e.g. beryllium, titanium, iron, chromium or nickel, which are absorbed into the crystal structure of the sapphire) is also commonly performed, and this process can be known as "diffusion" in the gem trade. However, despite what the terms "heating only" and "diffusion" might suggest, both of these categories of treatment actually involve diffusion processes. The most complete description of corundum treatments extant can be found in Chapter 6 of Ruby & Sapphire: A Gemologist's Guide (chapter authored by John Emmett, Richard Hughes and Troy R. Douthit). Mining Sapphires are mined from alluvial deposits or from primary underground workings. Commercial mining locations for sapphire and ruby include (but are not limited to) the following countries: Afghanistan, Australia, Myanmar/Burma, Cambodia, China, Colombia, India, Kenya, Laos, Madagascar, Malawi, Nepal, Nigeria, Pakistan, Sri Lanka, Tajikistan, Tanzania, Thailand, United States, and Vietnam. Sapphires from different geographic locations may have different appearances or chemical-impurity concentrations, and tend to contain different types of microscopic inclusions. Because of this, sapphires can be divided into three broad categories: classic metamorphic, non-classic metamorphic or magmatic, and classic magmatic. Sapphires from certain locations, or of certain categories, may be more commercially appealing than others, particularly classic metamorphic sapphires from Kashmir, Burma, or Sri Lanka that have not been subjected to heat-treatment. The Logan sapphire, the Star of India, The Star of Adam and the Star of Bombay originate from Sri Lankan mines. Madagascar is the world leader in sapphire production (as of 2007) specifically its deposits in and around the town of Ilakaka. Prior to the opening of the Ilakaka mines, Australia was the largest producer of sapphires (such as in 1987). In 1991 a new source of sapphires was discovered in Andranondambo, southern Madagascar. That area has been exploited for its sapphires started in 1993, but it was practically abandoned just a few years later—because of the difficulties in recovering sapphires in their bedrock. In North America, sapphires have been mined mostly from deposits in Montana: fancies along the Missouri River near Helena, Montana, Dry Cottonwood Creek near Deer Lodge, Montana, and Rock Creek near Philipsburg, Montana. Fine blue Yogo sapphires are found at Yogo Gulch west of Lewistown, Montana. A few gem-grade sapphires and rubies have also been found in the area of Franklin, North Carolina. The sapphire deposits of Kashmir are well known in the gem industry, although their peak production took place in a relatively short period at the end of the nineteenth and early twentieth centuries. They have a superior vivid blue hue, coupled with a mysterious and almost sleepy quality, described by some gem enthusiasts as ‘blue velvet”. Kashmir-origin contributes meaningfully to the value of a sapphire, and most corundum of Kashmir origin can be readily identified by its characteristic silky appearance and exceptional hue. The unique blue appears lustrous under any kind of light, unlike non-Kashmir sapphires which may appear purplish or grayish in comparison. Sotheby's has been in the forefront overseeing record-breaking sales of Kashmir sapphires worldwide. In October 2014, Sotheby's Hong Kong achieved consecutive per-carat price records for Kashmir sapphires – first with the 12.00 carat Cartier sapphire ring at US$193,975 per carat, then with a 17.16 carat sapphire at US$236,404, and again in June 2015 when the per-carat auction record was set at US$240,205. At present, the world record price-per-carat for sapphire at auction is held by a sapphire from Kashmir in a ring, which sold in October 2015 for approximately US$242,000 per carat (HK$52,280,000 in total, including buyer's premium, or more than US$6.74 million). Synthetic sapphire In 1902, the French chemist Auguste Verneuil announced a process for producing synthetic ruby crystals. In the flame-fusion (Verneuil process), fine alumina powder is added to an oxyhydrogen flame, and this is directed downward against a ceramic pedestal. Following the successful synthesis of ruby, Verneuil focussed his efforts on sapphire. Synthesis of blue sapphire came in 1909, after chemical analyses of sapphire suggested to Verneuil that iron and titanium were the cause of the blue color. Verneuil patented the process of producing synthetic blue sapphire in 1911. The key to the process is that the alumina powder does not melt as it falls through the flame. Instead it forms a sinter cone on the pedestal. When the tip of that cone reaches the hottest part of the flame, the tip melts. Thus the crystal growth is started from a tiny point, ensuring minimal strain. Next, more oxygen is added to the flame, causing it to burn slightly hotter. This expands the growing crystal laterally. At the same time, the pedestal is lowered at the same rate that the crystal grows vertically. The alumina in the flame is slowly deposited, creating a teardrop shaped "boule" of sapphire material. This step is continued until the desired size is reached, the flame is shut off and the crystal cools. The now elongated crystal contains a lot of strain due to the high thermal gradient between the flame and surrounding air. To release this strain, the now finger-shaped crystal will be tapped with a chisel to split it into two halves. Due to the vertical layered growth of the crystal and the curved upper growth surface (which starts from a drop), the crystals will display curved growth lines following the top surface of the boule. This is in contrast to natural corundum crystals, which feature angular growth lines expanding from a single point and following the planar crystal faces. Dopants Chemical dopants can be added to create artificial versions of the ruby, and all the other natural colors of sapphire, and in addition, other colors never seen in geological samples. Artificial sapphire material is identical to natural sapphire, except it can be made without the flaws that are found in natural stones. The disadvantage of the Verneuil process is that the grown crystals have high internal strains. Many methods of manufacturing sapphire today are variations of the Czochralski process, which was invented in 1916 by Polish chemist Jan Czochralski. In this process, a tiny sapphire seed crystal is dipped into a crucible made of the precious metal iridium or molybdenum, containing molten alumina, and then slowly withdrawn upward at a rate of 1 to 100 mm per hour. The alumina crystallizes on the end, creating long carrot-shaped boules of large size up to 200 kg in mass. Other growth methods Synthetic sapphire is also produced industrially from agglomerated aluminum oxide, sintered and fused (such as by hot isostatic pressing) in an inert atmosphere, yielding a transparent but slightly porous polycrystalline product. In 2003, the world's production of synthetic sapphire was 250 tons (1.25 × 109 carats), mostly by the United States and Russia. The availability of cheap synthetic sapphire unlocked many industrial uses for this unique material. Applications Windows Synthetic sapphire—sometimes referred to as sapphire glass—is commonly used as a window material, because it is both highly transparent to wavelengths of light between 150 nm (UV) and 5500 nm (IR) (the visible spectrum extends about 380 nm to 750 nm), and extraordinarily scratch-resistant. The key benefits of sapphire windows are: Very wide optical transmission band from UV to near-infrared, (0.15–5.5 µm) Significantly stronger than other optical materials or standard glass windows Highly resistant to scratching and abrasion (9 on the Mohs scale of mineral hardness scale, the 3rd hardest natural substance next to moissanite and diamonds) Extremely high melting temperature (2030 °C) Some sapphire-glass windows are made from pure sapphire boules that have been grown in a specific crystal orientation, typically along the optical axis, the c-axis, for minimum birefringence for the application. The boules are sliced up into the desired window thickness and finally polished to the desired surface finish. Sapphire optical windows can be polished to a wide range of surface finishes due to its crystal structure and its hardness. The surface finishes of optical windows are normally called out by the scratch-dig specifications in accordance with the globally adopted MIL-O-13830 specification. The sapphire windows are used in both high pressure and vacuum chambers for spectroscopy, crystals in various watches, and windows in grocery store barcode scanners since the material's exceptional hardness and toughness makes it very resistant to scratching. In 2014 Apple consumed "one-fourth of the world’s supply of sapphire to cover the iPhone’s camera lens and fingerprint reader." Several attempts have been made to make sapphire screens for smartphones viable. Apple contracted GT Advanced Technologies, Inc.to manufacture sapphire screens for iPhones, the venture failed resulting in the bankruptcy of GTAT. The Kyocera Brigadier was the first production smartphone to feature a sapphire screen. It is used for end windows on some high-powered laser tubes as its wide-band transparency and thermal conductivity allow it to handle very high power densities in the infrared or UV spectrum without degrading due to heating. Along with zirconia and aluminum oxynitride, synthetic sapphire is used for shatter resistant windows in armored vehicles and various military body armor suits, in association with composites. One type of xenon arc lamp – originally called the "Cermax" and now known generically as the "ceramic body xenon lamp" – uses sapphire crystal output windows. This product tolerates higher thermal loads and thus higher output powers when compared with conventional Xe lamps with pure silica window. As substrate for semiconducting circuits Thin sapphire wafers were the first successful use of an insulating substrate upon which to deposit silicon to make the integrated circuits known as silicon on sapphire or "SOS"; now other substrates can also be used for the class of circuits known more generally as silicon on insulator. Besides its excellent electrical insulating properties, sapphire has high thermal conductivity. CMOS chips on sapphire are especially useful for high-power radio-frequency (RF) applications such as those found in cellular telephones, public-safety band radios, and satellite communication systems. "SOS" also allows for the monolithic integration of both digital and analog circuitry all on one IC chip, and the construction of extremely low power circuits. In one process, after single crystal sapphire boules are grown, they are core-drilled into cylindrical rods, and wafers are then sliced from these cores. Wafers of single-crystal sapphire are also used in the semiconductor industry as substrates for the growth of devices based on gallium nitride (GaN). The use of sapphire significantly reduces the cost, because it has about one-seventh the cost of germanium. Gallium nitride on sapphire is commonly used in blue light-emitting diodes (LEDs). In lasers The first laser was made in 1960 by Theodore Maiman with a rod of synthetic ruby. Titanium-sapphire lasers are popular due to their relatively rare capacity to be tuned to various wavelengths in the red and near-infrared region of the electromagnetic spectrum. They can also be easily mode-locked. In these lasers a synthetically produced sapphire crystal with chromium or titanium impurities is irradiated with intense light from a special lamp, or another laser, to create stimulated emission. In endoprostheses Monocrystalline sapphire is fairly biocompatible and the exceptionally low wear of sapphire–metal pairs has led to the introduction (in Ukraine) of sapphire monocrystals for hip joint endoprostheses. Historical and cultural references Etymologically, the English word "sapphire" derives from French saphir, from Latin sapphirus, sappirus from Greek σαπφειρος (sappheiros) from Hebrew סַפִּיר (sappir). Some linguists propose that the Semitic (e.g. Hebrew) terms derive from Sanskrit Sanipriya (शनिप्रिय), from "sani" (शनि) meaning "Saturn" and "priyah" (प्रिय), dear, i.e. literally "sacred to Saturn". A traditional Hindu belief holds that the sapphire causes the planet Saturn (Shani) to be favorable to the wearer. The Greek term for sapphire quite likely was instead used to refer to lapis lazuli. During the Medieval Ages, European lapidaries came to refer to blue corundum crystal by "sapphire", a derivative of the Latin word for blue: "sapphirus". The sapphire is the traditional gift for a 45th wedding anniversary. A sapphire jubilee occurs after 65 years. Queen Elizabeth II marked her sapphire jubilee in 2017. The sapphire is the birthstone of September. An Italian superstition holds that sapphires are amulets against eye problems, and melancholy. Pope Innocent III decreed that rings of bishops should be made of pure gold, set with an unengraved sapphire, as possessing the virtues and qualities essential to its dignified position as a seal of secrets, for there be many things "that a priest conceals from the senses of the vulgar and less intelligent; which he keeps locked up as it were under seal." The sapphire is the official state gem of Queensland since August 1985. Notable sapphires Extensive tables listing over a hundred important and famous rubies and sapphires can be found in Chapter 10 of Ruby & Sapphire: A Gemologist's Guide. See also Geuda Emerald Ruby References External links Webmineral.com, Webmineral Corundum Page, Webmineral with extensive crystallographic and mineralogical information on Corundum Oxide minerals Optical materials Dielectrics Transparent materials Aluminium minerals Superhard materials Trigonal minerals Minerals in space group 167 Corundum gemstones Crystals
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The Savage Land is a hidden prehistoric land appearing in American comic books published by Marvel Comics. It is a tropical preserve hidden in Antarctica. It has appeared in many story arcs in Uncanny X-Men as well as related books. Publication history The Savage Land first appeared as The Land Where Time Stands Still in Marvel Mystery Comics #22 (Aug. 1941), in the tale "Khor, the Black Sorcerer" by Joe Simon, Jack Kirby, and Syd Shores. It gained its familiar form and moniker in X-Men #10 (March 1965) courtesy of Stan Lee and Jack Kirby. Fictional history The Savage Land was created by the alien Nuwali at the behest of the other-dimensional, nigh-omnipotent aliens known as the Beyonders who sought to observe the process of evolution under relatively controlled conditions and had the Nuwali set up a number of game preserves on several planets. One of these planets was Earth during the Triassic period where the Nuwali chose a valley in Antarctica surrounded by active volcanoes, where they installed a number of advanced technological devices in order to maintain a tropical climate. The aliens then stocked the area with all manner of Earth life over the following several millennia. They also brought over the Man-Apes, earlier hominid ancestors of Homo sapiens. The Beyonders eventually grew bored with the experiment, and the Nuwali stopped maintaining the Savage Land during the Late Pleistocene (the Ice Age era). However, the self-maintaining technology that allowed the pocket of tropical climate was left running, and many species which became extinct in other areas of the Earth continued to thrive within the Savage Land. Later on, a group of human survivors from Atlantis sailed to Antarctica before the "Great Cataclysm" which sank Atlantis into the ocean. There, they discovered a cavern where they found an immense climate-controlling device and harnessed the technology used to keep the Savage Land's volcanoes working. They named their location "Pangea", which is Atlantean for "paradise". They mastered genetic engineering, which had been used on the Man-Apes when the Nuwali were still maintaining the Savage Land area. They used their genetic engineering techniques to transform other Savage Land inhabitants like the Golden People, the Lizard Men, the Reptile Men, the Tubantis, and others. The Atlanteans then forced them to work for them until these animal people revolted. After a time of war, the animal people demanded civil rights and the Atlanteans used technology to expand the Savage Land's surface area for the animal people to live in. When the Great Cataclysm struck, the Atlantean empire fell and thanks to the machines, the Savage Land locations were spared from sinking into the sea. In more recent years, the Savage Land was rediscovered by Lord Robert Plunder, who took back a sample of the metal known as "anti-metal" or "Antarctic vibranium" with him. This mysterious metal had the ability to produce vibrations which would liquefy all other metals. Fleeing from those who sought to steal this discovery, Plunder took his eldest son Kevin with him for a second trip into the Savage Land. Unfortunately, the elder Plunder was killed by a local tribe of Man-Apes. Kevin survived, thanks to the timely intervention of the orphaned sabretooth tiger later known as Zabu. He grew to adulthood in the Savage Land, becoming the adventurer known as Ka-Zar. Ka-Zar had many team-ups with the X-Men, who first revealed the Savage Land's existence, Spider-Man, and many other superheroes who had visited the Savage Land. He later met and married Shanna the She-Devil. The Savage Land's existence is common knowledge throughout the world. At one time, there were press junkets, sponsored by the oil company Roxxon. Daily Bugle photographer Peter Parker was sent and helped uncover Roxxon's unethical and dangerous manipulation of the local resources. At one point, Spider-Man teamed up with Ka-Zar to save Gwen Stacy from Kraven the Hunter and Gog at the time when her class and J. Jonah Jameson were visiting the Savage Land. Many villains have threatened the Savage Land, including Sauron, Garokk, Magneto, and Thanos. The Savage Land was decimated by an evil alien named Terminus (or one of his pawns) when he destroyed the machines that maintained the tropical climate. Many of the Savage Land's native people were saved from the ensuing destruction by M'rin: The Warlord of The Skies who took them into her own native dimension to safety. Ka-Zar, Shanna, and Zabu wandered until the High Evolutionary (with help from the X-Men, M'rin, and Garokk) restored the region and its creatures, allowing them to return to the Savage Land with their newborn son. The other natives who had taken refuge in M'rin's dimension returned as well. Sometime after that, Spider-Man had Devil Dinosaur and Moon-Boy emigrated to the Savage Land after rescuing them from Ringmaster. Evidence in the pages of the New Avengers suggests that S.H.I.E.L.D. is operating in the Savage Land, mining vibranium while using the indigenous population as slave labor, but these operations have been classified, and the operation was apparently decimated by a missile strike from the Helicarrier during an attack by the New Avengers. The team only survived thanks to Iron Man's force field. The Savage Land is featured in the limited series Claws, serving as a place of revenge for Wolverine and Black Cat on Arcade and White Rabbit. After defeating the two villains, the heroes left them stranded. In X-Men: Divided We Stand, Cyclops and Emma Frost were vacationing there until Archangel contacted them about San Francisco looking like the 1960s. Alyosha Kravinoff fled to the Savage Land after Punisher sabotaged his zoo. During the "Secret Invasion" storyline, Ka-Zar and Shanna discover Skrulls mining for vibranium. The New Avengers and the Mighty Avengers head toward the Savage Land where a downed Skrull ship was sighted. Luke Cage opens the downed Skrull ship and a large group of Marvel superheroes with older appearances and costumes come out, speaking as if they believe themselves to be authentic. They soon break out into a fight where the Spider-Man from the ship is killed by a Tyrannosaurus and regresses to a Skrull. The Hawkeye from the ship is killed by Ronin and regresses to a Skrull. This causes the superheroes from the ship to scatter into the jungle. The New Avengers' Spider-Man is knocked away by a Tyrannosaurus and ends up confronting Ka-Zar, Shanna, Zabu, and Sauron as well as some of the other locals (ranging from the Man-Apes, the Sun People, the Swamp Men, the Tree People, and the Zebra People). At the point where Spider-Man accuses Ka-Zar and Shanna for being Skrulls, the Captain America from the ship attacks who thinks the same thing for Spider-Man. When the Captain America is hit by a dart coated in some type of poison by one of the Swamp Men, it regresses to a Skrull named Pit'o Nilli and is then killed by Shanna. The ship's Beast is trapped underground with Wonder Man. The two try to escape together, but Beast betrays Wonder Man as the two are about to return to the surface. During this, Iron Man uses an abandoned scientific facility nearby to try and recreate his original armor. When it came to the confrontation with both Avengers teams, the Savage Land natives, and the heroes from the ship, Mister Fantastic and Abigail Brand used a laser to identify the heroes from the ship as Skrulls. Ka-Zar joined the Avengers teams into fighting the Skrulls in New York while Shanna and the other Savage Land natives hunted down the remaining Skrulls hiding out in the Savage Land. After the events of Second Coming during the Heroic Age storyline, Cyclops takes some time off to go hunting in the Savage Land during which he encounters Steve Rogers. Steve Rogers suggests to Cyclops that he brings the X-Men out of the shadows and into the light as heroes. Steve Rogers also arranges to have the president award Scott the Presidential Medal of Freedom which sways the people of San Francisco to welcome the X-Men back. Around the same time following their defeat after the hunt for "spiders" in the Grim Hunt storyline, the Kravinoff Family are also currently residing in the Savage Land. It is later revealed that Miek and the other Imperials and Natives from Sakaar that came with Hulk back in "World War Hulk" had settled in the Savage Land constructing a village called New Imperia. During the "Avengers vs. X-Men" storyline, Captain America ends up fighting Gambit in the Savage Land. As part of the "Marvel NOW!" event, some of The Garden's evolution seeds had fallen into the Savage Land. While working to get it under control, the Avengers find that A.I.M. is also there where they test the extracted formula from one of the pods and tests it on their intern Dr. Jema. The formula puts a strain on Dr. Jema just as the Avengers arrive. As part of the "All-New, All-Different Marvel", Magneto led a new team of X-Men to protect mutant-kind at all costs with their base in the Savage Land. During the "Empyre" storyline, the Cotati have invaded the Savage Land. Conservational status The United Nations considers the Savage Land an international wildlife preserve and forbids any commercial exploitation of its resources. Areas of the Savage Land are tame enough that the X-Men visit for recreation, with a vacation home. Points of interest There are some famous locations in the Savage Land: Altar of Death – This is where the Swamp Men perform their sacrificial rituals to their gods. City of the Sun God – It is in ruins. Eternity Mountains Fallen Heights Gondora – A city that resided beneath a dormant volcano. It was destroyed when the volcano erupted. Gorahn Sea – An inland sea home to prehistoric marine reptiles and primitive whales. Naghen Island – An island in the Gorahn Sea. Tubanti Territory – The domain of the Tubanti. High Evolutionary's Citadel – This was where the High Evolutionary resided when he once operated in the Savage Land. Lost Lake Mystic Mists New Imperia – A village inhabited by the refugees from Sakaar. Pangea – This location is where the Atlanteans had their colony and found the Nuwali technology there. Athmet – Pterons – It is the home of the Pteros. Atlantea – The largest territory in Pangea. Chotorea – A frozen region where the Snowmen live. Mot – Shalan – Aerie Shalan – A city that is the home of the Aerians. Botor – It is the home of the Tree People. Mount Flavius – A mountain in Shalan. Thonos – Zarhan – An artificial part of Pangea that contains Lemuria and Pandori. Lemuria – The domain of the Lemurans. Pandori – The domain of the Cat People. Zuvi Land – Sauron's Citadel – This is where Sauron resides. Skull Island – This island was attacked by the Swamp Men. Stock Lands Tabarr River Valley of Geysers – This is where Ka-Zar, Shanna the She-Devil, and Zabu fought Gregor. Village of the United Tribes – The representatives of the United Tribes reside here. Wildlife The fauna of the Savage Lands consist of prehistoric creatures, which are extinct in rest of the world. The Nuwali created the Savage Lands and stocked it with many kinds of extinct animals from the Triassic to the Pleistocene until they stopped maintaining the Savage Lands. Ankylosaurus – An Ankylosaurus was found dead by Ka-Zar and Zabu where they saw an arrow. Later another one attacks Ka-Zar and Zabu, until Ka-Zar stabbed it with a log. Apatosaurus – The Apatosaurus is one of the dinosaurs that lives in the Savage Land's jungles and grasslands. Archaeopteryx – The Archaeopteryx is one of the dinosaurs that lives in the Savage Land's jungles. Arsinoitherium – An Arsinoitherium attack Shanna until she was saved by Dherk. Brachiosaurus – The Brachiosaurus is one of the dinosaurs that lives in the Savage Land's jungles and grasslands. Dimetrodon – A Dimetrodon attacked one of Ramona's men and Ka-Zar fought it. Dire Wolf – The Dire Wolf is one of the prehistoric mammals that lives in the Savage Land's jungles. Doedicurus – A Doedicurus is one of the prehistoric mammals that lives in the Savage Land's jungles. Elasmosaurus – An Elasmosaurus attacked Ka-Zar and he fought it in the Gorhan Sea, until it was killed by a Zeuglodon. Eohippus – Eohippus roam through the jungles and grasslands of the Savage Land. Mastodon – Ka-Zar used an ear-splitting roar to call a whole herd of Mastodons to rampage through the Swamp Men's fort. Nothosaurus – The Nothosaurus is one of the reptiles of that roam the Savage Land. Ornithomimus – The Ornithomimus is one of the dinosaurs that lives in the Savage Land's grasslands. Pteranodon – Several Pteranodons attacked Ka-Zar and Zabu and they fought them. The Pterons greatly resemble these pterosaurs. Pterodactylus – Several Pterodactylus' attacked Shanna, Ka-Zar and Zabu. Smilodon – Smilodon is one of the famous cats in the Savage Lands. Many of them have been hunted by the Man-Apes leaving Zabu as the only one alive. Stegosaurus – The Stegosaurus is one of the dinosaurs that lives in the Savage Land's jungles and grasslands. Styracosaurus – A female Styracosaurus attacked Ka-Zar, until he made fall off a cliff. Synthetoceras – The Synthetoceras is one of the prehistoric mammals that lives in the Savage Land's jungles. Therizinosaurus – The Therizinosaurus is one of the dinosaurs that lives in the Savage Land's jungles and grasslands. Triceratops – The Triceratops is one of the dinosaurs that lives in the Savage Land's jungles and grasslands. Tyrannosaurus – The Tyrannosaurus is among the greatest predators in the Savage Landand has attacked Ka-Zar and other marvel heroes who had visited the Savage Land. Woolly Mammoth – The Woolly Mammoth is one of the prehistoric mammals that lives in the Savage Land's jungles. Woolly rhinoceros – The Woolly Rhinoceros is one of the prehistoric mammals that lives in the Savage Land's jungles. Velociraptor – The Velociraptor is one of the dinosaurs that lives in the Savage Land's jungles. Zeuglodon – A Zeuglodon attacks and kills an Elasmosaurus in the Gorhan Sea Savage Land races There are many types of races in the Savage Land and Pangea. The Nuwali transported primitive man now known as the Man-Apes, which unlike the rest of the world thrived until the 21st century. The next arrivals were the Ancient Atlanteans who added the region as part of their empire. They used the Nuwali technology to mutate the Man-Apes into various Beast-Men to perform certain tasks. These slaves rebelled after the great Cataclysm and made Pangea their home. Many Atlanteans remained and their descendants became the various human tribes, with some clinging to the old ways and technology but most forget and resort to more primitive hunter-gatherer societies. Among the Savage Land races are: Aerians – The Aerians are a race of humanoids with large feathered wings which allow them to fly. Each member has a different color of skin and matching feathers (green, blue, orange, etc.). They are located in the city of Aerie Shalan which is located on a stone pillar high above Pangea. They are ruled by a technocracy, led by a chief scientist. Their technology advanced far beyond that of human scientists because they adapted and improved upon surviving antediluvian Atlantean technology. The Aerians became the principal allies of Ka-Zar and Shanna the She-Devil in Pangea, who aided them in their war with the Pterons. Ape-Men – The Ape-Men consist of all the species of upright apes that developed into man. Each group lives in its own territory and has its own level of technology. The most advanced species of Ape-Man (the Neanderthals often called Man-Apes in the Savage Land) are the most dominant human race of the Savage Land and are capable of bringing down even the largest of dinosaurs. Awakilius – The Awakilius are a tribe of pygmies that live in the Savage Land and are descended from the immigrants that came from Africa. Ka-Zar and Shanna the She-Devil prevented the Awakilius chief from sacrificing a Lemuran. Bhadwuans – The Bhadwuans are a society of advanced people that live in the Savage Land that are the supposed descendants of the Atlanteans. They specialize in magic, they can fly, and they can discharge energy when they act in unison. The live in the mystical realm of Bhadwuan and watched the Earth for a millennium. Some Bhadwuans wanted to change the Savage Land's environment only for them to be stopped by Ka-Zar. Cat People – The Cat People are a nomadic cat-like race that dwell in Pandori, Pangea and in the periphery of the Lemuran society. They are a hunter-gatherer society. The Cat People worship and kill the Smilodons and other big cats that live in the Savage Land. These Cat People are much different from the Cat People that are associated with Tigra. Cliff Forest People – The Cliff Forest People are a tribe of humans that live on a steep cliff in the Savage Land. They were allied with the Durammi against an unnamed barbarian tribe. Dissians – The Dissians (also known as the Children of Dis) are underground yellow-skinned humanoids who are the descendants of the Dante's Crew. They reside in the underground city of Belasco beneath the Savage Land. Some Dissians can emit bursts of energy from their eyes. Durammi – The Durammi are a tribe of humans that live in a peaceful valley within the Savage Land. They were allied with the Cliff Forest People against an unnamed barbarian tribe. Ethereals – The Ethereals are a race of advanced humanoids that were genetically enhanced by the Nuwali thousands of years ago. Until recently, they were considered to be mythical by the other tribes of the Savage Land. They are culturally arrogant and hostile to outsiders. Fall People – The Fall People are a hunter-gatherer tribe that live in villages, and are led by a chieftain. Their appearance and culture were similar to the Native Americans. Ka-Zar was very friendly with the Fall People, and their chieftain Tongah was his best friend. Most of the Fall People were killed in attacks by the Sun People and the extraterrestrial Quarlians. The Fall People later befriended the X-Men. The Fall People are a strong faction in the United Tribes. Golden People – The Golden People are a race of yellow-skinned humans that reside in the Savage Land. They are the descendants of the Gortokians of Subterranea. They are longtime allies of Ka-Zar and have salvaged Atlantean technology. Gondorans – The Gondorans are a tribe of humans that inhabit Gondora, a city in a dormant volcano. It was ruled by a God-Man whose actual name was Montgomery Ford, a rogue scientist from the outside world. He used technology to build the city and rule with an iron fist. Gondora has been destroyed with some of its inhabitants escaping. Gorankians – The Gorankians are a race of gray-skinned, ape-like, semi-intelligent, humanoid creatures with small tusks coming from their lower jaw, pointed ears, and surprisingly small amount of hair. They are tribal in nature and led by Etuban. The Gorankians are a hunter-gatherer society and are long-time enemies of the Uruburians. Ka-Zar helped settle their dispute by having them play different games which includes baseball in order to prevent an all-out war. Gwundas – The Gwundas are a race of primitive humans that live in the Savage Land. They are a hunter-gatherer society. Ka-Zar once saved their tribe from a Tyrannosaurus that they accidentally unleashed. Hauk'kas – The Hauk'kas are a race of Saurians that evolved from dinosaurs the same time way that humanity has evolved from apes. The Hauk'kas possess technology, culture, and civilization that rivals the human race. The Hauk'kas have a good knowledge of the superhuman side of the human race. A council of older Saurians serve as the leaders of the Hauk'kas. The X-Men first encountered the Hauk'kas when investigating the mysterious resurrection of Psylocke at the same time when the Hauk'kas were capturing the Saurians that the X-Men once helped to emigrate to the Savage Land. The Hauk'kas are currently on neutral terms with the human race. Hill-Forest People – The Hill-Forest People are a race of primitive humans that live in the Savage Land. They are an agricultural tribe when they stumbled upon a capsule containing Grond of Gondwanaland (who was placed in suspended animation by his creators). The Hill-Forest People worshiped the capsule until Grond woke up and was defeated by Ka-Zar. Jeriens – The Jeriens are a race of humanoid Pterosaur-like creatures that live in the Savage Land. Kantos – The Kantos are a race of primitive humans that live near an underground river. Karems – The Karems are a race of primitive humans that live in the Savage Land. They are a hunter-gatherer society. Many of the Karem were abducted by the Nuwali and Plunderer using the Motyka Bone (a teleportation bone that was lost for centuries), but were rescued by Ka-Zar and Shanna the She-Devil. Klantorrs – The Klantorrs are a race of Saurian-like beings with Pterosaur-like wings that inhabit the forest-country surrounding Palandor. They have a taste for human flesh. Possibly resulted from the genetic tinkering of the ancient Atlanteans just like the genetic tinkering that resulted in the creations of the Aerians and Pterons. They have occasionally hunted the Palandorians. Lemurans – The Lemurans are a society of humans that inhabit Lemura, an area of the section of Pangea known as Zarhan. Their level of technology is the same as Medieval England. These humans are strongly loyal to their monarchy. The Lemurans were longtime allies of the Pterons. Lizard Men – The Lizard Man are a lizard-like race that were one of the Beast-Men created by the Ancient Atlanteans. There had been two different Lizard Men that lived in the Savage Land where they are much different from the Lizard Men of Subterranea and the Lizard Men of Tok (from the Microverse). Lizard Men of Vala Kuri – The first group of Lizard Men are a hunter-gatherer society and reside in the city of Vala Kuri. The Lizard Men of Vala Kuri are peaceful in nature. They are protected from the Sun People by Ka-Zar and Garokk. They have ancestors in the Reptile Men and the Waidians. Queen Iranda's Lizard Men – The second group of the Lizard Men were actually a group of mystically-altered humans that went missing from their village and turned into Lizard Men by Queen Iranda. When Ka-Zar comes to their aid, he barely escapes them and manages to escape with Queen Iranda's crown which regressed Queen Iranda back to a lizard and the Lizard Men back to their human forms. Locot – The Locots are a society of hunter-gatherers that have been at war with the Noweks. Man-Apes – The Man-Apes are tribal, highly primitive cave-dwelling humanoids that is also known as Neanderthals by scientists. These savage creatures were the first humanoid beings native to Earth to inhabit the Savage Land. Atlantean scientists used Man-Apes as subjects in the experiments by which they created the various non-human races of the Savage Land. The members of the Man-Ape known as Maa-Gor's tribe are said to have been the last living Man-Apes in the Savage Land. Ka-Zar killed all the male Man-Apes of Maa-Gor's tribe except for Maa-Gor himself. It seems likely that the Man-Apes are the only remaining humanoids on Earth that haven't had their genome tampered with, like the other races in Savage Land or like the humans in the outside world were experimented with by the Celestials. During the "Secret Invasion" storyline, some of the Man-Apes joined Ka-Zar in his fight against the Skrulls. N'Galans – The N'Galans are humanoid dinosaurs with possible links to the Lizard-Men and are a hunter-gatherer society. Most are highly superstitious. Kraven the Hunter's trainer Gregor forced the N'Galans to work for him when he served the interests of Pillard in the Savage Land. Neo-Men – The Neo-Men are a society of mutated humans that were mutated by Nuwali technology. Nhu'Gari – The Nhu'Gari are a race of mutated humans with winged forms. They were actually altered by the radioactive properties of Hidden Valley which also provides them with telepathy. The Nhu'Gari once allied with Magneto. Their city was later destroyed by volcanic upheavals. Nowek – The Noweks are a society of hunters and gatherers that have been at war against the tribes that are less developed. Palandorians – The Palandorians are a tribe of humans that live on an island surrounded by a lake in the original Savage Land. They live in the city of Palandor and ride giant lizards. Their culture likely derives form ancient Atlantis (same as the Lemurans). The Palandorians were often preyed upon by the Klantorrs. During the reign of Queen Omel, the Palandorians performed human sacrifices which ceased when a mutated Apatosaurus destroyed the temple which killed Queen Omel. Pterons – The Pterons greatly resemble humanoid Pteranodons, and have the ability to fly with their enormous wings. They inhabit the caverns of Athmeth beneath Pangea. They are ruled by their king Khalf. The Pterons launched a war against the Aerians which ended with the deaths of much of the Pteron race in a cave-in. Reptile Men – The Reptile Men are a race of green-skinned Saurians that reside in the marshes of the Savage Land. They are a hunter-gatherer society. When the alien Quor crash-landed on Earth and encountered the Reptile Men, he convinced them to make him their leader and provided them with advanced technology. The Reptile Men started to plunder the Vibranium deposits of the other tribes like the Golden People which attracted the attention of Ka-Zar. Once Ka-Zar managed to defeat Quor with the help of the Golden People, the Reptile Men retreated. Rock Tribe – The Rock Tribe are a group of stone-like humanoids. Saurians – The Saurians (also known as "The People") were originally lizards that were exposed to the first nuclear bomb test in New Mexico. It took them awhile for them to evolve and they built an underground city. They did have an encounter with Ms. Marvel when she discovered their underground city. When the Dire Wraiths attacked, the Saurians encountered Rom. The Saurian survivors hid from the humans until they later learned of the Savage Land. The Saurians were spotted by some people when traveling through Argentina and were rescued by the X-Men who helped them get to the Savage Land. They became part of the United Tribes at the time when the Savage Land Mutates attacked. Sometime later, the Saurians were captured by the Hauk'ka yet were rescued by the X-Men. Snowmen – The Snowmen lived on the high steppes of Pangea and resemble Yeti-like creatures. They are a hunter-gatherer society. Ka-Zar and Shanna the She-Devil encountered two of them channeling the lava from Mt. Flavius. Sun People – The Sun People control the Sun Empire, formerly ruled by their priestess-queen Zaladane. They were the most powerful grouping of sentient beings within the Savage Land and they established a small empire through conquest. They conquered in the name of their sun god Garokk. Although the Sun People were depicted as green-skinned in The Official Handbook of the Marvel Universe #19 (Dec. 1987), they are in fact indistinguishable from ordinary Caucasians (see Zaladane). The cited Handbook entry in fact erroneously depicted a Sheenarian, member of an extradimensional race who once invaded the Savage Land (first seen in Ka-Zar: Lord of the Hidden Jungle #14). During the "Secret Invasion" storyline, the Sun People were depicted among Ka-Zar's allies in his fight against the Skrulls, presumably as a result of the aforementioned error being used as reference. Swamp Men – The Swamp Men are humanoids covered head to toe in hair that live in the swamplands of the Savage Land. These tribal people have a level of technology comparable to that of Europe's Dark Ages, ride giant birds, and are highly skilled in devising weaponry. They are continual enemies of Ka-Zar. The Swamp Men long worshipped Umbu the Unliving, a gigantic robot constructed by the alien Saggitarians. The Savage Land Mutates are Swamp Men who Magneto subjected to mutation by artificial means. During the "Secret Invasion" storyline, some of the Swamp Men joined Ka-Zar in his fight against the Skrulls. Sylandans – The Sylandans are a society of humans that are descendants of the ancient Atlanteans. They live in Sylanda, a city of glass located in the Savage Land's Mountain of Darkness. They cling to their Atlantean ways as their level of technology is high. The Sylandans use the Water of Life to cure all diseases and used it to treat the people of the Savage Land for centuries. Their city was later damaged by a large dinosaur. Tandar-Kaans – The Tandar-Kaans are a tribe of people that live in the Savage Land. They are expert ship builders and fishermen. They formed a community of barges on the river Tabar allowing them to move to new shores when they want to. Tokchis – The Tokchis have not yet been seen in the comics yet have been mentioned a lot. They are mentioned to be a human society of hunters and gatherers that use walkie-talkies. Ka-Zar formed an alliance with them to coordinate efforts to hunt. Tordon-Naans – The Tordon-Naans inhabit a city called Tordon-Naa in a secluded valley deep in the Savage Land behind the "curtain of gods' tears." They worship the god Ilaka-Aron and their beliefs were manipulated Sylitha who sought greater power. The Tordon-Naans are a lost Hindu colony as their culture closely resembles that of ancient India. Tree People – The Tree People are a race that looks much like humans though they have long, prehensile monkey-like tails. They live in Botor (a treetop village in Pangea) and are a hunter-gatherer society. Shanna the She-Devil was briefly married to one of the Tree People named Mele. During the "Secret Invasion" storyline, some of the Tree People joined Ka-Zar in his fight against the Skrulls. Tribe of Fire – The Tribe of Fire is a tribe of humans that live in the Savage Land. They are a hunter-gatherer society. Some of the tribe members were used in an experiment conducted by an Apocalypse robot until it was destroyed by Wolverine. The cyborgs from these experiments joined the Tribe of Fire. Tubanti – The Tubantis are a race of fish people that dwell in Pangea's inland Gorahn Sea. They briefly served the demon Belasco when he tried to conquer the Savage Land. The Tubantis are allies with the Lemurans and the other races of the Savage Land. Uruburians – The Uruburians are a race of unspecified humanoid beasts with fangs that live in the Savage Land as a hunter-gatherer tribe. The Uruburians are long-time enemies of the Gorankians. Ka-Zar helped settle their dispute by having them play different games which includes baseball in order to prevent an all-out war. Waidians – The Waidians are a race of green-skinned Saurians that live in the Savage Land. They are a hunter-gatherer society and are very peaceful. When Ka-Zar was a teenager, he was trained by the wise Waidian sage named Benazu. Water People – The Water People are a tribe of humans that live in the Savage Land. They are a hunter-gatherer society that live close to the rivers where they survive by fishing. Zebra People – The Zebra People are swamp dwellers and are also known as the Swamp Tribe. They are a racially integrated society made of up both white and black people, who wear makeup over their body in the form of zebra-like stripes. White Zebra People wear black stripes and black Zebra People wear white stripes. The Zebra People are known to ride dinosaurs that they have domesticated. During the "Secret Invasion" storyline, some of the Zebra People joined Ka-Zar in his fight against the Skrulls. Lizard People – There is also a rogue faction of the Zebra People called the Lizard People which wore reptilian armor and worked for Zaur and Sheeas the Witch. Zaur and those that were members of the Lizard People returned to the Zebra People after the death of Sheeas the Witch. Of course some of them may have preserved the traditions of the Lizard People. Other versions Squirrel Girl volume 8 In Squirrel Girl reality, the Savage Land was created by an unknown race of aliens that created dinosaurs as an experiment on earth biology. Eventually, the experiment was eventually abandoned, and all dinosaurs, except the ones in the Savage Land. In modern times, it belongs to scientists, who protect it as a Nature Reserve. The Savage Land harbors no other intelligent creatures, except Ultron, who has rebuilt himself, and resides in the Savage Land. Age of Apocalypse In the Age of Apocalypse reality, the Savage Land houses Avalon, a secret haven for humans and mutants. A method to reach it exists, but it will only cost the refugee everything they own and even then, there is no guarantee of arriving alive. It is led by Destiny, a pacifist Juggernaut and Douglas Ramsey, the latter of whom provides a field that allows everybody to understand each other despite speaking different languages. Avalon was eventually found by Apocalypse forces and destroyed by the Shadow King who mind-controlled its inhabitants into killing each other. He was defeated, but casualties were high. Age of Ultron During the "Age of Ultron" storyline, the superhero resistance against Ultron had relocated to the Savage Land to come up with a plan to defeat Ultron. Marvel Zombies Return In Marvel Zombies Return, the Savage Land, like everywhere else on Earth, has been eaten by the superhuman zombies, with the surviving zombies musing that the Savage Land was their 'number one' meal in the aftermath, as it contained such an abundance of food that they were actually full for a full hour after eating there, as opposed to the usual ravenous hunger they feel. It is also the location of the final battle between the zombies and 'New Avengers'- three zombies who have beaten their hunger and the cyborg James Rhodes- at the storyline's conclusion, with Rhodes using one of his fingers to lure the zombies into an ambush. Earth X In the Earth X universe, the Savage Land is where Magneto built his sanctuary called Sentinel City. House of M In the House of M reality created by an insane Scarlet Witch, the Savage Land was known as "Pangea." It is also known that Kevin Plunder has been granted political asylum in the United States for his human rights activism in this prehistoric land. Marvel 2099 In the alternate future depicted in Marvel 2099, an alien attack floods much of the earth rendering the Savage Land the only habitable space. Thousands of refugees (including Miguel O'Hara and most of X-Nation and X-Men) make new homes here. It is not without its own dangers. The Transformers In the Transformers Marvel comics continuity, shortly after the Ark''' spacecraft crashed on Earth 4 million years before the present day, the computer aboard the Ark detected Shockwave landing on the prehistoric Savage Land. The Ark used the last of its capabilities to revive the five Autobot warriors by scanning the Savage Land's dominant lifeform: dinosaurs, and rebuild them into the Dinobots. The Dinobots fought Shockwave, a battle that ended in permanent stalemate when Snarl brought down the mountain that Shockwave stood upon, knocking all of them into a tar pit. They remained deactivated until the year 1984. Since the Dinobots' alt-mode forms resemble creatures that were long-extinct by 4 million years ago, the Savage Land provided author Bob Budiansky a way to explain this within the canon timeline. Spider-Geddon During the "Spider-Geddon" storyline, an alternate unidentified Earth has a version of Spider-Man that lives in the Savage Land and was raised by a tribe of giant spiders following an airplane crash. It was mentioned by Ka-Zar the Hunter to Wilson Fisk that his father killed the last of the Man-Apes. Ultimate Marvel In the Ultimate Marvel universe, the Savage Land is a large island somewhere in the southern hemisphere. It was originally said to have been created by Magneto, using theories and methods developed by Professor X, as the site for genetic experiments. Magneto's goal there was to create a new human race who would be less trouble to rule than the current one, that he decided to restart evolution from scratch, and control the process to his own specifications. As a result of this, at its current level of advancement, it has dinosaurs and that Magneto has shown no further interest in advancing the evolution of the Savage Land. It has remained in its dinosaur state since the departure of Professor X. This story is later revealed as false (see below). Magneto's original base was on the Savage Land. When it was destroyed in the first arc of Ultimate X-Men, the computer controlling the base gained self-awareness, and hijacked the genetic experiment project to create an army of nanotech-enhanced, zombie-like thralls. It planned to take over the world, but was stopped by Wolverine, Cyclops, and Kitty Pryde. The Savage Land is now the home of Longshot, who managed to get there in a small boat which launched from Genosha. Longshot recently aided Magneto in breaking out of prison, and the two may be planning something. In Ultimates 3, it is revealed that the dinosaurs were conjured by Scarlet Witch as a result of her reality warping abilities and not by Magneto's creation. The aboriginal inhabitants were wiped out and only a small tribe of survivors including Ka-Zar and Shanna remain. The inhabitants help the Ultimates remove the last of Magneto's forces as of Ultimatum. What If? The Savage Land appears in a What If story where the Savage Land was terraforming and has taken over New York. Both Ka-Zar and Parnival sacrifice themselves to return New York to normal, with Shanna the only survivor of his "family." Additionally, in the What If issues involving alternative outcomes to the Age of Ultron, a group composed of Wolverine, the Hulk, Peter Parker and a Ghost Rider venture to the Savage Land in order to prevent a Master Mold under the control of a future version of Ezekiel Stane from unleashing a wave of Stark armors on the world. In other media Television Although not officially named, The Savage Land appears to be the setting in the 1967 Spider-Man episode, "Neptune's Nose Cone". J. Jonah Jameson Sends both Peter and a pilot named Penny Jones down to Antarctica to cover a downed space probe, But they are caught in a blizzard and were forced down into a tropical area. Peter then had to rescue Penny from being sacrificed, along with the titular probe, down a volcano while dealing with both the bizarre wildlife and the angry natives. The Savage Land appeared in the 1981 Spider-Man episode "The Hunter and the Hunted." J. Jonah Jameson hires Kraven the Hunter to capture the last smilodon located there who turned out to be Zabu. After Kraven the Hunter is defeated, Ka-Zar and Zabu returned to the Savage Land. The Savage Land was referenced in the Spider-Man and His Amazing Friends episode "The Crime of All Centuries." It was where Kraven the Hunter had the dinosaurs he hunted exported to New York as part of a special exhibit which served as a cover-up for his plans to raise a dinosaur army. After Kraven the Hunter's defeat, the dinosaurs he captured were returned to the Savage Land. The Savage Land appeared in some episodes of the X-Men TV series. It served as the location of Mister Sinister's base. A prominent feature about it was a device designed by Sinister that negated the powers of any mutant in the Savage Land save for Sinister's own forces, rendering the X-Men powerless while fighting him (with the exception of Wolverine's claws as they were a 'bonus' of the Weapon X process, although they would thus cause damage to his hands when used) until the machinery was destroyed. Magneto and Professor X spent much of the show's second season trapped in the Savage Land (Xavier's legs having fortunately been restored as a result of the loss of his powers) until Mister Sinister used them as bait to lure the X-Men into a trap in the season finale, Sinister's forces subsequently being defeated when Wolverine escaped capture and teamed up with Ka-Zar to infiltrate the base and destroy the equipment keeping the other X-Men powerless. In "Savage Land, Savage Heart", the X-Men return to the Savage Land to help Ka-Zar and Shanna fight the threat of Garokk. The Savage Land is referenced in The Super Hero Squad Show episode "Stranger From a Savage Land." A scientist proves to his colleagues that the Savage Land exists by showing them Zabu of whom he caught. In the episode "Brouhaha at the World's Bottom," Captain America, Ms. Marvel, and Ka-Zar defend on the S.H.I.E.L.D. outposts in the Savage Land from Baron Strucker and HYDRA when they plan to make use of the dimensional transporter there to go to another dimension ever since the Dark Surfer moved Earth out of its orbit. In an episode of Iron Man: Armored Adventures, Obadiah Stane offered Tony water from the Savage Lands, hinting that they are able to enter and escape the lands at will. The Savage Land appears in the Hulk and the Agents of S.M.A.S.H. episode "Savage Land." The Agents of S.M.A.S.H. head to the Savage Land when they trace the source of the volcanic eruptions there as Sauron and his Lizard Men allies are trying to cause a super-volcano to erupt. Near the end of the episode "Days of Future Smash Pt. 1: The Dino Era," Hulk herded baby Devil Dinosaur and the other dinosaurs present to the Savage Land to keep them from going extinct. The Savage Land appears in the Avengers Assemble episode "Savages." In order to improve on Captain America's no technology challenge, Tony Stark leads Captain America, Hawkeye and Falcon on a 24-hour no technology survival trip to the Savage Land. While there, they discover a plot by Justin Hammer to mine the Savage Land's vibranium in order to get into the Cabal. Justin Hammer even used mind-controlled Velociraptors with lasers on them in order to protect their operation. With the help of some primitive devices that he made with the pacifist Rock Tribe, Tony Stark was able to free the Velociraptors from Justin Hammer's control and halt Justin Hammer's mining operation. The Savage Land appears in Ultimate Spider-Man episode "The Savage Spider-Man." Spider-Man goes there with Wolverine in search of Ka-Zar and to stop a plan by Taskmaster and Kraven the Hunter where they planned to capture Zabu as part of a ritual that Kraven the Hunter plans to perform in order to become immortal. Film The Savage Land is mentioned in Next Avengers: Heroes of Tomorrow. X-Men film series producer Hutch Parker stated that either Marvel or Fox may have Ka-Zar and the Savage Land in their film series. Video games The Savage Land is Wolverine's stage in the arcade and console-imported game X-Men: Children of the Atom. It is also the first stage of the Sega Genesis X-Men game, and the fifth stage of X-Men 2: Clone Wars. The Savage Land appears as one of the arenas in X-Men: Next Dimension. In the X-Men Legends II: Rise of Apocalypse (which is loosely based on the Age of Apocalypse storyline), Avalon is Magneto's base in the Savage Land. The X-Men and the Brotherhood of Mutants use Avalon as their headquarters during their stay in the Savage Land. At Avalon, the X-Men and the Brotherhood of Mutants can interact with Ka-Zar and Shanna the She-Devil as well as Garokk when he is placed in a stasis cell upon his defeat. The Savage Land appears in Marvel Super Hero Squad. It is shown as the second mission and as a round in Battle Mode. The Savage Land was referenced in Spider-Man: Shattered Dimensions. In the opening moments of Kraven the Hunter's level when Amazing Spider-Man is investigating Kraven's trophy room, there were several stuffed and mounted heads of Dinosaurs in the trophy room. This was a referenced to Kraven the Hunter's multiple trips to Savage Land. The Savage Land appears in Marvel: Avengers Alliance. It is the setting of Special Operations 21 which details a power struggle in the Savage Land between Sauron, Stegron, Mister Sinister, the High Evolutionary, and A.I.M. The S.H.I.E.L.D. Agent and the superheroes had to fight Iso-Saurs (a race of dinosaurs evolved by the Iso-8) which were created by the High Evolutionary. The Savage Land was briefly referenced in Lego Marvel Super Heroes''. When Thing, Captain America, and Storm visit an island where Asteroid M is being launched where they fight Rhino, Magneto, and the Acolytes, they also encounter and fight Velociraptors that were imported from the Savage Land. See also Caprona (island) Dinosaur Island Skartaris References External links Savage Land at Marvel.com Savage Land at Marvel Directory Savage Land at Marvel Wiki Savage Land at Comic Vine 1965 in comics X-Men Dinosaurs in comic books Fictional populated places in Antarctica Prehistoric life in popular culture Marvel Comics locations
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Stephen I, also known as King Saint Stephen ( ; ; ; 975 – 15 August 1038), was the last Grand Prince of the Hungarians between 997 and 1000 or 1001, and the first King of Hungary from 1000 or 1001, until his death in 1038. The year of his birth is uncertain, but many details of his life suggest that he was born in, or after, 975, in Esztergom. At his birth, he was given the pagan name Vajk. The date of his baptism is unknown. He was the only son of Grand Prince Géza and his wife, Sarolt, who was descended from a prominent family of gyulas. Although both of his parents were baptized, Stephen was the first member of his family to become a devout Christian. He married Gisela of Bavaria, a scion of the imperial Ottonian dynasty. After succeeding his father in 997, Stephen had to fight for the throne against his relative, Koppány, who was supported by large numbers of pagan warriors. He defeated Koppány with the assistance of foreign knights including Vecelin, Hont and Pázmány, and native lords. He was crowned on 25 December 1000 or 1 January 1001 with a crown sent by Pope Sylvester II. In a series of wars against semi-independent tribes and chieftainsincluding the Black Hungarians and his uncle, Gyula the Youngerhe unified the Carpathian Basin. He protected the independence of his kingdom by forcing the invading troops of Conrad II, Holy Roman Emperor, to withdraw from Hungary in 1030. Stephen established at least one archbishopric, six bishoprics and three Benedictine monasteries, leading the Church in Hungary to develop independently from the archbishops of the Holy Roman Empire. He encouraged the spread of Christianity by meting out severe punishments for ignoring Christian customs. His system of local administration was based on counties organized around fortresses and administered by royal officials. Hungary enjoyed a lasting period of peace during his reign, and became a preferred route for pilgrims and merchants traveling between Western Europe, the Holy Land and Constantinople. He survived all of his children, dying on 15 August 1038, and was buried in his new basilica, built in Székesfehérvár and dedicated to the Holy Virgin. His death was followed by civil wars which lasted for decades. He was canonized by Pope Gregory VII, together with his son, Emeric, and Bishop Gerard of Csanád, in 1083. Stephen is a popular saint in Hungary and neighboring territories. In Hungary, his feast day (celebrated on 20 August) is also a public holiday commemorating the foundation of the state, known as State Foundation Day. Early years ( 975–997) Stephen's birth date is uncertain as it was not recorded in contemporaneous documents. Hungarian and Polish chronicles written centuries later give three different years: 967, 969 and 975. The unanimous testimony of his three late 11th-century or early 12th-century hagiographies and other Hungarian sources, which state that Stephen was "still an adolescent" in 997, substantiate the reliability of the latest year (975). Stephen's Lesser Legend adds that he was born in Esztergom, which implies that he was born after 972 because his father, Géza, Grand Prince of the Hungarians, chose Esztergom as royal residence around that year. Géza promoted the spread of Christianity among his subjects by force, but never ceased worshipping pagan gods. Both his son's Greater Legend and the nearly contemporaneous Thietmar of Merseburg described Géza as a cruel monarch, suggesting that he was a despot who mercilessly consolidated his authority over the rebellious Hungarian lords. Hungarian chronicles agree that Stephen's mother was Sarolt, daughter of Gyula, a Hungarian chieftain with jurisdiction either in Transylvania or in the wider region of the confluence of the rivers Tisza and Maros. Many historiansincluding Pál Engel and Gyula Kristópropose that her father was identical with "Gylas", who had been baptized in Constantinople around 952 and "remained faithful to Christianity", according to Byzantine chronicler John Skylitzes. However, this identification is not unanimously accepted; historian György Györffy states that it was not Sarolt's father, but his younger brother, who was baptized in the Byzantine capital. In contrast with all Hungarian sources, the Polish-Hungarian Chronicle and later Polish sources state that Stephen's mother was Adelhaid, an otherwise unknown sister of Duke Mieszko I of Poland, but the reliability of this report is not accepted by modern historians. Stephen was born as Vajk, a name derived from the Turkic word baj, meaning "hero", "master", "prince" or "rich". Stephen's Greater Legend narrates that he was baptized by the saintly Bishop Adalbert of Prague, who stayed in Géza's court several times between 983 and 994. However, Saint Adalbert's nearly contemporaneous Legend, written by Bruno of Querfurt, does not mention this event. Accordingly, the date of Stephen's baptism is unknown: Györffy argues that he was baptized soon after birth, while Kristó proposes that he only received baptism just before his father's death in 997. Stephen's official hagiography, written by Bishop Hartvic and sanctioned by Pope Innocent III, narrates that he "was fully instructed in the knowledge of the grammatical art" in his childhood. This implies that he studied Latin, though some scepticism is warranted as few kings of this era were able to write. His two other late 11th-century hagiographies do not mention any grammatical studies, stating only that he "was brought up by receiving an education appropriate for a little prince". Kristó says that the latter remark only refers to Stephen's physical training, including his participation in hunts and military actions. According to the Illuminated Chronicle, one of his tutors was a Count Deodatus from Italy, who later founded a monastery in Tata. According to Stephen's legends, Grand Prince Géza convoked an assembly of the Hungarian chieftains and warriors when Stephen "ascended to the first stage of adolescence", at the age of 14 or 15. Géza nominated Stephen as his successor and all those present took an oath of loyalty to the young prince. Györffy also writes, without identifying his source, that Géza appointed his son to rule the "Nyitra ducate" around that time. Slovak historians, including Ján Steinhübel and Ján Lukačka, accept Györffy's view and propose that Stephen administered Nyitra (now Nitra, Slovakia) from around 995. Géza arranged Stephen's marriage, to Gisela, daughter of Henry II, Duke of Bavaria, in or after 995. This marriage established the first family link between a Hungarian ruler and a Western European ruling house, as Gisela was closely related to the Ottonian dynasty of Holy Roman Emperors. According to popular tradition preserved in the Scheyern Abbey in Bavaria, the ceremony took place at the Scheyern castle and was celebrated by Saint Adalbert. Gisela was accompanied to her new home by Bavarian knights, many of whom received land grants from her husband and settled in Hungary, helping to strengthen Stephen's military position. Györffy writes that Stephen and his wife "presumably" settled in Nyitra after their marriage. Reign (997–1038) Grand Prince (997–1000) Grand Prince Géza died in 997. Stephen convoked an assembly at Esztergom where his supporters declared him grand prince. Initially, he only controlled the northwestern regions of the Carpathian Basin; the rest of the territory was still dominated by tribal chieftains. Stephen's ascension to the throne was in line with the principle of primogeniture, which prescribed that a father was succeeded by his son. On the other hand, it contradicted the traditional idea of seniority, according to which Géza should have been succeeded by the most senior member of the Árpád dynasty, which was Koppány at that time. Koppány, who held the title Duke of Somogy, had for many years administered the regions of Transdanubia south of Lake Balaton. Koppány proposed to Géza's widow, Sarolt, in accordance with the pagan custom of levirate marriage. He also announced his claim to the throne. Although it is not impossible that Koppány had already been baptized, in 972, most of his supporters were pagans, opponents of the Christianity represented by Stephen and his predominantly German retinue. A charter of 1002 for the Pannonhalma Archabbey writes of a war between "the Germans and the Hungarians" when referring to the armed conflicts between Stephen and Koppány. Even so, Györffy says that Oszlar ("Alan"), Besenyő ("Pecheneg"), Kér and other place names, referring to ethnic groups or Hungarian tribes in Transdanubia around the supposed borders of Koppány's duchy, suggest that significant auxiliary units and groups of Hungarian warriorswho had been settled there by Grand Prince Gézafought in Stephen's army. Kristó states that the entire conflict between Stephen and Koppány was only a feud between two members of the Árpád dynasty, with no effect on other Hungarian tribal leaders. Koppány and his troops invaded the northern regions of Transdanubia, took many of Stephen's forts and plundered his lands. Stephen, who, according to the Illuminated Chronicle, "was for the first time girded with his sword", placed the brothers Hont and Pázmány at the head of his own guard and nominated Vecelin to lead the royal army. The last was a German knight who had come to Hungary in the reign of Géza. Hont and Pázmány were, according to Simon of Kéza's Gesta Hunnorum et Hungarorum and the Illuminated Chronicle, "knights of Swabian origin" who settled in Hungary either under Géza or in the first years of Stephen's reign. On the other hand, Lukačka and other Slovak historians say that Hont and Pázmány were "Slovak" noblemen who had joined Stephen during his rule in Nyitra. Koppány was besieging Veszprém when he was informed of the arrival of Stephen's army. In the ensuing battle, Stephen won a decisive victory over his enemies. Koppány was killed on the battlefield. His body was quartered and its parts were displayed at the gates of the forts of Esztergom, Győr, Gyulafehérvár (Alba Iulia, Romania) and Veszprém in order to threaten all of those who were conspiring against the young monarch. Stephen occupied Koppány's duchy and granted large estates to his own partisans. He also prescribed that Koppány's former subjects were to pay tithes to the Pannonhalma Archabbey, according to the deed of the foundation of this monastery which has been preserved in a manuscript containing interpolations. The same document declares that "there were no other bishoprics and monasteries in Hungary" at that time. On the other hand, the nearly contemporary Bishop Thietmar of Merseburg stated that Stephen "established bishoprics in his kingdom" before being crowned king. If the latter report is valid, the dioceses of Veszprém and Győr are the most probable candidates, according to historian Gábor Thoroczkay. Coronation (1000–1001) By ordering the display of one part of Koppány's quartered corpse in Gyulafehérvár, the seat of his maternal uncle, Gyula the Younger, Stephen asserted his claim to rule all lands dominated by Hungarian lords. He also decided to strengthen his international status by adopting the title of king. However, the exact circumstances of his coronation and its political consequences are subject to scholarly debate. Thietmar of Merseburg writes that Stephen received the crown "with the favour and urging" of Emperor Otto III (r. 996–1002), implying that Stephen accepted the Emperor's suzerainty before his coronation. On the other hand, all of Stephen's legends emphasize that he received his crown from Pope Sylvester II (r. 999–1003). Kristó and other historians point out that Pope Sylvester and Emperor Otto were close allies, which implies that both reports are valid: Stephen "received the crown and consecration" from the Pope, but not without the Emperor's consent. Around 75 years after the coronation, Pope Gregory VII (r. 1075–1085), who claimed suzerainty over Hungary, declared that Stephen had "offered and devotedly surrendered" Hungary "to Saint Peter" (that is, to the Holy See). In a contrasting report, Stephen's Greater Legend states that the King offered Hungary to the Virgin Mary. Modern historiansincluding Pál Engel, and Miklós Molnárwrite that Stephen always asserted his sovereignty and never accepted papal or imperial suzerainty. For instance, none of his charters were dated according to the years of the reign of the contemporary emperors, which would have been the case if he had been their vassal. Furthermore, Stephen declared in the preamble to his First Book of Laws that he governed his realm "by the will of God". The exact date of Stephen's coronation is unknown. According to later Hungarian tradition, he was crowned on the first day of the second millennium, which may refer either to 25 December 1000 or to 1 January 1001. Details of Stephen's coronation preserved in his Greater Legend suggest that the ceremony, which took place in Esztergom or Székesfehérvár followed the rite of the coronation of the German kings. Accordingly, Stephen was anointed with consecrated oil during the ceremony. Stephen's portrait, preserved on his royal cloak from 1031, shows that his crown, like the Holy Roman Emperor's diadem, was a hoop crown decorated with gemstones. Besides his crown, Stephen regarded a spear with a flag as an important symbol of his sovereignty. For instance, his first coins bear the inscription LANCEA REGIS ("the king's spear") and depict an arm holding a spear with flag. According to the contemporaneous Adémar de Chabannes, a spear had been given to Stephen's father by Emperor Otto III as a token of Géza's right to "enjoy the most freedom in the possession of his country". Stephen is styled in various waysUngarorum rex ("king of the Hungarians"), Pannoniorum rex ("king of the Pannonians") or Hungarie rex ("king of Hungary")in his charters. The old contemporary Hungarian and foreign documents usually called the Hungarians as Scythians. Pope Sylvester II, in connection with the coronation of King Stephen of Hungary, also called Stephen as King of the Scythians: Consolidation (1001– 1009) Although Stephen's power did not rely on his coronation, the ceremony granted him the internationally accepted legitimacy of a Christian monarch who ruled his realm "by the Grace of God". All his legends testify that he established an archbishopric with its see in Esztergom shortly after his coronation. This act ensured that the Church in Hungary became independent of the prelates of the Holy Roman Empire. The earliest reference to an archbishop of Esztergom, named Domokos, has been preserved in the deed of foundation of the Pannonhalma Archabbey from 1002. According to historian Gábor Thoroczkay, Stephen also established the Diocese of Kalocsa in 1001. Stephen invited foreign priests to Hungary to evangelize his kingdom. Associates of the late Adalbert of Prague, including Radla and Astrik, arrived in Hungary in the first years of his reign. The presence of an unnamed "Archbishop of the Hungarians" at the synod of 1007 of Frankfurt and the consecration of an altar in Bamberg in 1012 by Archbishop Astrik show that Stephen's prelates maintained a good relationship with the clergy of the Holy Roman Empire. The transformation of Hungary into a Christian state was one of Stephen's principal concerns throughout his reign. Although the Hungarians' conversion had already begun in his father's reign, it was only Stephen who systematically forced his subjects to give up their pagan rituals. His legislative activity was closely connected with Christianity. For example, his First Book of Laws from the first years of his reign includes several provisions prescribing the observance of feast days and the confession before death. His other laws protected property rights and the interests of widows and orphans, or regulated the status of serfs. Many Hungarian lords refused to accept Stephen's suzerainty even after his coronation. The new King first turned against his own uncle, Gyula the Younger, whose realm "was most wide and rich", according to the Illuminated Chronicle. Stephen invaded Transylvania and seized Gyula and his family around 1002 or in 1003. The contemporary Annals of Hildesheim adds that Stephen converted his uncle's "country to the Christian faith by force" after its conquest. Accordingly, historians date the establishment of the Diocese of Transylvania to this period. If the identification, proposed by Kristó, Györffy and other Hungarian historians, of Gyula with one Prokuiwho was Stephen's uncle according to Thietmar of Merseburgis valid, Gyula later escaped from captivity and fled to Bolesław I the Brave, Duke of Poland (r. 992–1025). About a hundred years later, the chronicler Gallus Anonymus also made mention of armed conflicts between Stephen and Boleslav, stating that the latter "defeated the Hungarians in battle and made himself master of all their lands as far as the Danube". Györffy says that the chronicler's report refers to the occupation of the valley of the river Moravaa tributary of the Danubeby the Poles in the 1010s. On the other hand, the Polish-Hungarian Chronicle states that the Polish duke occupied large territories north of the Danube and east of the Morava as far as Esztergom in the early 11th century. According to Steinhübel, the latter source proves that a significant part of the lands that now form Slovakia were under Polish rule between 1002 and 1030. In contrast with the Slovak historian, Györffy writes that this late chronicle "in which one absurdity follows another" contradicts all facts known from 11th-century sources. The Illuminated Chronicle narrates that Stephen "led his army against Kean, Duke of the Bulgarians and Slavs whose lands are by their natural position most strongly fortified" following the occupation of Gyula's country. According to a number of historians, including Zoltán Lenkey and Gábor Thoroczkay, Kean was the head of a small state located in the southern parts of Transylvania and Stephen occupied his country around 1003. Other historians, including Györffy, say that the chronicle's report preserved the memory of Stephen's campaign against Bulgaria in the late 1010s. Likewise, the identification of the "Black Hungarians"who were mentioned by Bruno of Querfurt and Adémar de Chabannes among the opponents of Stephen's proselytizing policyis uncertain. Györffy locates their lands to the east of the river Tisza; while Thoroczkay says they live in the southern parts of Transdanubia. Bruno of Querfurt's report of the Black Hungarians' conversion by force suggests that Stephen conquered their lands at the latest in 1009 when "the first mission of Saint Peter"a papal legate, Cardinal Azoarrived in Hungary. The latter attended the meeting in Győr where the royal charter determining the borders of the newly established Bishopric of Pécs was issued on 23 August 1009. The Diocese of Eger was also set up around 1009. According to Thoroczkay, "it is very probable" that the bishopric's establishment was connected with the conversion of the Kabarsan ethnic group of Khazar origin and their chieftain. The head of the Kabarswho was either Samuel Aba or his father married Stephen's unnamed younger sister on this occasion. The Aba clan was the most powerful among the native families who joined Stephen and supported him in his efforts to establish a Christian monarchy. The reports by Anonymus, Simon of Kéza and other Hungarian chroniclers of the Bár-Kalán, Csák and other 13th-century noble families descending from Hungarian chieftains suggest that other native families were also involved in the process. Stephen set up a territory-based administrative system, establishing counties. Each county, headed by a royal official known as a count or ispán, was an administrative unit organized around a royal fortress. Most fortresses were earthworks in this period, but the castles at Esztergom, Székesfehérvár and Veszprém were built of stone. Forts serving as county seats also became the nuclei of Church organization. The settlements developing around them, where markets were held on each Sunday, were important local economic centers. Wars with Poland and Bulgaria ( 1009–1018) Stephen's brother-in-law, Henry II, became King of Germany in 1002 and Holy Roman Emperor in 1013. Their friendly relationship ensured that the western borders of Hungary experienced a period of peace in the first decades of the 11th century. Even when Henry II's discontented brother, Bruno, sought refuge in Hungary in 1004, Stephen preserved the peace with Germany and negotiated a settlement between his two brothers-in-law. Around 1009, he gave his younger sister in marriage to Otto Orseolo, Doge of Venice (r. 1008–1026), a close ally of the Byzantine Emperor, Basil II (r. 976–1025), which suggests that Hungary's relationship with the Byzantine Empire was also peaceful. On the other hand, the alliance between Hungary and the Holy Roman Empire brought her into a war with Poland lasting from around 1014 until 1018. The Poles occupied the Hungarian posts along the river Morava. Györffy and Kristó write that a Pecheneg incursion into Transylvania, the memory of which has been preserved in Stephen's legends, also took place in this period, because the Pechenegs were close allies of the Polish duke's brother-in-law, Grand Prince Sviatopolk I of Kiev (r. 1015–1019). Poland and the Holy Roman Empire concluded the Peace of Bautzen in January 1018. Later in the same year, 500 Hungarian horsemen accompanied Boleslav of Poland to Kiev, suggesting that Hungary had been included in the peace treaty. The historian Ferenc Makk says that the Peace of Bautzen obliged Boleslav to hand over all the territories he had occupied in the Morava valley to Stephen. According to Leodvin, the first known Bishop of Bihar (r. 1050 – 1060), Stephen allied with the Byzantines and led a military expedition to assist them against "barbarians" in the Balkan Peninsula. The Byzantine and Hungarian troops jointly took "Cesaries" which Györffy identifies as the present-day town of Ohrid. Leodvin's report suggests that Stephen joined the Byzantines in the war ending with their conquest of Bulgaria in 1018. However, the exact date of his expedition is uncertain. Györffy argues that it was only in the last year of the war that Stephen led his troops against the Bulgarians. Domestic policies (1018–1024) Bishop Leodvin wrote that Stephen collected relics of a number of saints in "Cesaries" during his campaign in the Balkans, including Saint George and Saint Nicholas. He donated them to his new triple-naved basilica dedicated to the Holy Virgin in Székesfehérvár, where he also set up a cathedral chapter and his new capital. His decision was influenced by the opening, in 1018 or 1019, of a new pilgrimage route that bypassed his old capital, Esztergom. The new route connected Western Europe and the Holy Land through Hungary. Stephen often met the pilgrims, contributing to the spread of his fame throughout Europe. Abbot Odilo of Cluny, for example, wrote in a letter to Stephen that "those who have returned from the shrine of our Lord" testify to the king's passion "towards the honour of our divine religion". Stephen also established four hostels for pilgrims in Constantinople, Jerusalem, Ravenna and Rome. In addition to pilgrims, merchants often used the safe route across Hungary when travelling between Constantinople and Western Europe. Stephen's legends refer to 60 wealthy Pechenegs who travelled to Hungary, but were attacked by Hungarian border guards. The king sentenced his soldiers to death in order to demonstrate his determination to preserve internal peace. Regular minting of coinage began in Hungary in the 1020s. Stephen's silver dinars bearing the inscriptions STEPHANUS REX ("King Stephen") and REGIA CIVITAS ("royal city") were popular in contemporary Europe, as demonstrated by counterfeited copies unearthed in Sweden. Stephen convinced some pilgrims and merchants to settle in Hungary. Gerard, a Benedictine monk who arrived in Hungary from the Republic of Venice between 1020 and 1026, initially planned to continue his journey to the Holy Land, but decided to stay in the country after his meeting with the king. Stephen also established a number of Benedictine monasteriesincluding the abbeys at Pécsvárad, Zalavár and Bakonybélin this period. The Long Life of Saint Gerard mentions Stephen's conflict with Ajtony, a chieftain in the region of the river Maros. Many historians date their clash to the end of the 1020s, although Györffy and other scholars put it at least a decade earlier. The conflict arose when Ajtony, who "had taken his power from the Greeks", according to Saint Gerard's legend, levied tax on the salt transported to Stephen on the river. The king sent a large army led by Csanád against Ajtony, who was killed in battle. His lands were transformed into a Hungarian county and the king set up a new bishopric at Csanád (Cenad, Romania), Ajtony's former capital, which was renamed after the commander of the royal army. According to the Annales Posonienses, the Venetian Gerard was consecrated as the first bishop of the new diocese in 1030. Conflicts with the Holy Roman Empire (1024–1031) Stephen's brother-in-law, Emperor Henry, died on 13 July 1024. He was succeeded by a distant relative, Conrad II (r. 1024–1039), who adopted an offensive foreign policy. Conrad II expelled Doge Otto Orseolothe husband of Stephen's sisterfrom Venice in 1026. He also persuaded the Bavarians to proclaim his own son, Henry, as their duke in 1027, although Stephen's son Emeric had a strong claim to the Duchy of Bavaria through his mother. Emperor Conrad planned a marriage alliance with the Byzantine Empire and dispatched one of his advisors, Bishop Werner of Strasbourg, to Constantinople. In the autumn of 1027, the bishop seemingly travelled as a pilgrim, but Stephen, who had been informed of his actual purpose, refused to let him enter into his country. Conrad II's biographer Wipo of Burgundy narrated that the Bavarians incited skirmishes along the common borders of Hungary and the Holy Roman Empire in 1029, causing a rapid deterioration in relations between the two countries. Emperor Conrad personally led his armies to Hungary in June 1030 and plundered the lands west of the River Rába. However, according to the Annals of Niederalteich, the emperor, suffering from consequences of the scorched earth tactics used by the Hungarian army, returned to Germany "without an army and without achieving anything, because the army was threatened by starvation and was captured by the Hungarians at Vienna". Peace was restored after Conrad had ceded the lands between the rivers Lajta and Fischa to Hungary in the summer of 1031. Last years (1031–1038) Stephen's biographer, Hartvic, narrates that the King, whose children died one by one in infancy, "restrained the grief over their death by the solace on account of the love of his surviving son", Emeric. However, Emeric was wounded in a hunting accident and died in 1031. After the death of his son, the elderly King could never "fully regain his former health", according to the Illuminated Chronicle. Kristó writes that the picture, which has been preserved in Stephen's legends, of the king keeping the vigils and washing the feet of paupers, is connected with Stephen's last years, following the death of his son. Emeric's death jeopardized his father's achievements in establishing a Christian state, because Stephen's cousin, Vazulwho had the strongest claim to succeed himwas suspected of an inclination towards paganism. According to the Annals of Altaich Stephen disregarded his cousin's claim and nominated his sister's son, the Venetian Peter Orseolo, as his heir. The same source adds that Vazul was captured and blinded, and his three sons, Levente, Andrew and Béla, were expelled from Hungary. Stephen's legends refer to an unsuccessful attempt upon the elderly king's life by members of his court. According to Kristó, the legends refer to a plot in which Vazul participated and his mutilation was a punishment for this act. That Vazul's ears were filled with molten lead was only recorded in later sources, including the Illuminated Chronicle. In the view of some historians, provisions in Stephen's Second Book of Laws on the "conspiracy against the king and the kingdom" imply that the book was promulgated after Vazul's unsuccessful plot against Stephen. However, this view has not been universally accepted. Györffy states that the law book was issued, not after 1031, but around 1009. Likewise, the authenticity of the decree on tithes is debated: according to Györffy, it was issued during Stephen's reign, but Berend, Laszlovszky and Szakács argue that it "might be a later addition". Stephen died on 15 August 1038. He was buried in the basilica of Székesfehérvár. His reign was followed by a long period of civil wars, pagan uprisings and foreign invasions. The instability ended in 1077 when Ladislaus, a grandson of Vazul, ascended the throne. Family Stephen married Gisela, a daughter of Duke Henry the Wrangler of Bavaria, who was a nephew of Otto I, Holy Roman Emperor. Gisela's mother was Gisela of Burgundy, a member of the Welf dynasty. Born around 985, Gisela was younger than her husband, whom she survived. She left Hungary in 1045 and died as Abbess of the Niedernburg Abbey in Passau in Bavaria around 1060. Although the Illuminated Chronicle states that Stephen "begot many sons", only two of them, Otto and Emeric, are known by name. Otto, who was named after Otto III, seems to have been born before 1002. He died as a child. Emeric, who received the name of his maternal uncle, Emperor Henry II, was born around 1007. His Legend from the early 12th century describes him as a saintly prince who preserved his chastity even during his marriage. According to Györffy, Emeric's wife was a kinswoman of the Byzantine Emperor Basil II. His premature death led to the series of conflicts leading to Vazul's blinding and civil wars. The following family tree presents Stephen's ancestors and his relatives who are mentioned in the article. *A Khazar, Pecheneg or Volga Bulgarian lady.**Györffy writes that she may have been a member of the Bulgarian Cometopuli dynasty.***Samuel Aba might have been the son of Stephen's sister instead of her husband. Legacy Founder of Hungary Stephen has always been considered one of the most important statesmen in the history of Hungary. His main achievement was the establishment of a Christian state that ensured that the Hungarians survived in the Carpathian Basin, in contrast to the Huns, Avars and other peoples who had previously controlled the same territory. As Bryan Cartledge emphasizes, Stephen also gave his kingdom "forty years of relative peace and sound but unspectacular rule". His successors, including those descended from Vazul, were eager to emphasize their devotion to Stephen's achievements. Although Vazul's son, Andrew I of Hungary, secured the throne due to a pagan uprising, he prohibited pagan rites and declared that his subjects should "live in all things according to the law which King St. Stephen had taught them", according to the 14th-century Illuminated Chronicle. In medieval Hungary, communities that claimed a privileged status or attempted to preserve their own "liberties" often declared that the origin of their special status was to be attributed to King Saint Stephen. An example is a 1347 letter from the people of Táp telling the king about their grievances against the Pannonhalma Archabbey and stating that the taxes levied upon them by the abbot contradicted "the liberty granted to them in the time of King Saint Stephen". Sainthood Stephen's cult emerged after the long period of anarchy characterizing the rule of his immediate successors. However, there is no evidence that Stephen became an object of veneration before his canonization. For instance, the first member of the royal family to be named after him, Stephen II, was born in the early 12th century. Stephen's canonization was initiated by Vazul's grandson, King Ladislaus I of Hungary, who had consolidated his authority by capturing and imprisoning his cousin, Solomon. According to Bishop Hartvic, the canonization was "decreed by apostolic letter, by order of the Roman see", suggesting that the ceremony was permitted by Pope Gregory VII. The ceremony started at Stephen's tomb, where on 15 August 1083 masses of believers began three days of fasting and praying. Legend tells that Stephen's coffin could not be opened until King Ladislaus held Solomon in captivity at Visegrád. The opening of Stephen's tomb was followed by the occurrence of healing miracles, according to Stephen's legends. Historian Kristó attributes the healings either to mass psychosis or deception. Stephen's legends also say that his "balsam-scented" remains were elevated from the coffin, which was filled with "rose-colored water", on 20 August. On the same day, Stephen's son, Emeric, and the bishop of Csanád, Gerard, were also canonized. Stephen's first legend, the so-called Greater Legend, was written between 1077 and 1083. It provided an idealized portrait of the king, one who dedicated himself and his kingdom to the Virgin Mary. However, Stephen's Lesser Legendcomposed around 1100, under King Colomanemphasized Stephen's severity. A third legend, also composed during King Coloman's reign by Bishop Hartvic, was based on the two existing legends. Sanctioned in 1201 by Pope Innocent III, Hartvic's work served as Stephen's official legend. Gábor Klaniczay wrote that Stephen's legends "opened a new chapter in the legends of holy rulers as a genre", suggesting that a monarch can achieve sainthood through actively using his royal powers. Stephen was the first triumphant miles Christi ("Christ's soldier") among the canonized monarchs. He was also a "confessor king", one who had not suffered martyrdom, whose cult was sanctioned, in contrast with earlier holy monarchs. Stephen's cult spread beyond the borders of Hungary. Initially, he was primarily venerated in Scheyern and Bamberg, in Bavaria, but his relics were also taken to Aachen, Cologne, Montecassino and Namur. Upon the liberation of Buda from the Ottoman Turks, Pope Innocent XI expanded King Saint Stephen's cult to the entire Roman Catholic Church in 1686, and declared 2 September his feast day. As the feast of Saint Joachim was moved, in 1969, from 16 August, the day immediately following the day of Stephen's death, Stephen's feast was moved to that date. Stephen is venerated as the patron saint of Hungary, and regarded as the protector of kings, masons, stonecutters, stonemasons and bricklayers, and also of children suffering from severe illnesses. His canonization was recognized by Ecumenical Patriarch Bartholomew I of Constantinople in 2000. In the calendar of the Hungarian Catholic Church, Stephen's feast is observed on 20 August, the day on which his relics were translated. In addition, a separate feast day (30 May) is dedicated to his "Holy Dexter". Holy Dexter Stephen's intact dexter, or right hand (), became the subject of a cult. A cleric named Mercurius stole it, but it was discovered on 30 May 1084 in Bihar County. The theft of sacred relics, or furta sacra, had by that time become a popular topic of saints' biographies. Bishop Hartvic described the discovery of Stephen's right hand in accordance with this tradition, referring to adventures and visions. An abbey erected in Bihar County (now Sâniob, Romania) was named after and dedicated to the veneration of the Holy Dexter. The Holy Dexter was kept for centuries in the Szentjobb Abbey, except during the Mongol invasion of 1241 and 1242, when it was transferred to Ragusa (now Dubrovnik, Croatia). The relic was then taken to Székesfehérvár around 1420. Following the Ottoman occupation of the central territories of the Kingdom of Hungary in the mid-16th century, it was guarded in many places, including Bosnia, Ragusa and Vienna. It was returned to Hungary in 1771, when Queen Maria Theresa donated it to the cloister of the Sisters of Loreto in Buda. It was kept in Buda Castle's St. Sigismund Chapel between around 1900 and 1944, in a cave near Salzburg in 1944 and 1945, and again by the Sisters of Loreto in Buda, between 1945 and 1950. Finally, since 1950, the Holy Dexter has been in St. Stephen's Basilica in Budapest. An annual procession celebrating the relic was instituted in 1938, and continued until 1950, when the procession was forbidden by the Communist government. It was resumed in 1988. Admonitions According to Stephen's Greater Legend, the king "himself compiled a book for his son on moral education". This work, now known as Admonitions or De institutione morum, was preserved in manuscripts written in the Late Middle Ages. Although scholars debate whether it can actually be attributed to the king or a cleric, most of them agree that it was composed in the first decades of the 11th century. The Admonitions argues that kingship is inseparably connected with the Catholic faith. Its author emphasized that a monarch is required to make donations to the Church and regularly consult his prelates, but is entitled to punish clergymen who do wrong. One of its basic ideas was that a sovereign has to cooperate with the "pillars of his rule", meaning the prelates, aristocrats, ispáns and warriors. In arts King St Stephen has been a popular theme in Hungarian poetry since the end of the 13th century. The earliest poems were religious hymns which portrayed the holy king as the apostle of the Hungarians. Secular poetry, especially poems written for his feast day, followed a similar pattern, emphasizing Stephen's role as the first king of Hungary. Poets described Stephen as the symbol of national identity and independence and of the ability of the Hungarian nation to survive historical cataclysms during the Communist regime between 1949 and 1989. A popular hymn, still sung in the churches, was first recorded in the late . It hails King St. Stephen as "radiant star of Hungarians". Ludwig van Beethoven composed his King Stephen Overture for the inauguration of the Hungarian theatre in Pest in 1812. According to musician James M. Keller, "[t]he descending unisons that open the King Stephen Overture would seem to prefigure the opening of the Ninth Symphony [a]nd then a later theme, introduced by flutes and clarinets, seems almost to be a of the famous Ode 'To Joy''' melody of the Ninth Symphony's finale". Hungarian composer Ferenc Erkel named his last complete opera from 1885, István király ("King Stephen"), after him. In 1938, Zoltán Kodály wrote a choral piece titled Ének Szent István Királyhoz ("Hymn to King Stephen"). In 1983, Levente Szörényi and János Bródy composed a rock opera—István, a király ("Stephen, the King")—about the early years of his reign. Seventeen years later, in 2000, Szörényi composed a sequel called Veled, Uram! ("You, Sir"). See also Catholic Church in Hungary History of Christianity in Hungary Isten, Hazánkért térdelünk (God, We Kneel for our Country) SMS Szent István St. Stephen's Mausoleum References Sources Primary sources "Hartvic, Life of King Stephen of Hungary" (Translated by Nora Berend) (2001). In Head, Thomas. Medieval Hagiography: An Anthology. Routledge. pp. 378–398. . John Skylitzes: A Synopsis of Byzantine History, 811–1057 (Translated by John Wortley with Introduction by Jean-Claude Cheynet and Bernard Flusin and Notes by Jean-Claude Cheynet) (2010). Cambridge University Press. . "Life of the Five Brethren by Bruno of Querfurt (Translated by Marina Miladinov)" (2013). In Saints of the Christianization Age of Central Europe (Tenth-Eleventh Centuries) (Edited by Gábor Klaniczay, translated by Cristian Gaşpar and Marina Miladinov, with an introductory essay by Ian Wood) [Central European Medieval Texts, Volume 6.]. Central European University Press. pp. 183–314. . Ottonian Germany: The Chronicon of Thietmar of Merseburg (Translated and annotated by David A. Warner) (2001). Manchester University Press. . "Rodulfus Glaber: The Five Books of the Histories" (2002). In Rodulfus Glaber Opera (Edited by John France, Neithard Bulst and Paul Reynolds) [Oxford Medieval Texts]. Oxford University Press. . Simon of Kéza: The Deeds of the Hungarians (Edited and translated by László Veszprémy and Frank Schaer with a study by Jenő Szűcs) (1999). Central European University Press. . "Pope Gregory VII's letter to King Solomon of Hungary, claiming suzerainty over that kingdom". In The Correspondence of Pope Gregory: Selected Letters from the Registrum (Translated with and Introduction and Notes by Ephraim Emerton). Columbia University Press. pp. 48–49. . "The Deeds of Conrad II (Wipo)" (2000). In Imperial Lives & Letters of the Eleventh Century (Translated by Theodor E. Mommsen and Karl F. Morrison, with a historical introduction and new suggested readings by Karl F. Morrison, edited by Robert L. Benson). Columbia University Press. pp. 52–100. . The Deeds of the Princes of the Poles (Translated and annotated by Paul W. Knoll and Frank Schaer with a preface by Thomas N. Bisson) (2003). Central European University Press. . The Hungarian Illuminated Chronicle: Chronica de Gestis Hungarorum (Edited by Dezső Dercsényi) (1970). Corvina, Taplinger Publishing. . "The Laws of King Stephen I (1000–1038)". In The Laws of the Medieval Kingdom of Hungary, 1000–1301'' (Translated and edited by János M. Bak, György Bónis, James Ross Sweeney with an essay on previous editions by Andor Czizmadia, Second revised edition, In collaboration with Leslie S. Domonkos) (1999). Charles Schlacks, Jr. Publishers. pp. 1–11. . . . . . (ISBN may be misprinted in the book as 88445-29-2) . Secondary sources Further reading External links A BBC report on Saint Stephen's day celebrations in Hungary His picture on the Hungarian 10,000 forint banknote Procession of the Holy Right Hand of St. Stephen on Videoactive Kristó, Gyula (2002). Szent István király (=King Saint Stephen). Vince Kiadó and Neumann Kht. |- 970s births 1038 deaths 10th-century Hungarian people 10th-century rulers in Europe 11th-century Christian saints Canonizations by Pope Gregory VII 11th-century Hungarian people 11th-century monarchs in Europe Beatified and canonised Árpádians Burials at the Basilica of the Assumption of the Blessed Virgin Mary Christian monarchs Converts to Christianity from pagan religions Founding monarchs House of Árpád Kings of Hungary Medieval Hungarian saints Order of Saint Stephen of Hungary People from Esztergom Roman Catholic royal saints Rulers of Transylvania
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This article lists dukes, electors, and kings ruling over different territories named Saxony from the beginning of the Saxon Duchy in the 6th century to the end of the German monarchies in 1918. The electors of Saxony from John the Steadfast onwards have been Lutheran until Augustus II of Saxony converted to Catholicism in order to be elected King of Poland and Grand Duke of Lithuania. His descendants (including all Kings of Saxony) have since been Catholic. Old Saxony The original Duchy of Saxony comprised the lands of the Saxons in the north-western part of present-day Germany, namely, the contemporary German state of Lower Saxony as well as Westphalia and Western Saxony-Anhalt, not corresponding to the modern German state of Saxony. Frankish king Charlemagne conquered Saxony and integrated it into the Carolingian Empire. In the later 9th century, power began to shift from the (Eastern) Frankish king to the local Saxon rulers, resulting in the emergence of the Younger stem duchy. Independent Saxony Hadugato (fl. c. 531) Berthoald (fl. c. 622) Theoderic (fl. c. 743–744) Widukind (c. 777–785), leader against Charlemagne Albion (fl. c. 785–811) Saxony as part of Frankish kingdom(s) With the removal of the Welfs in 1180, the Duchy of Saxony was sharply reduced in territory. Westphalia fell to the Archbishop of Cologne, while the Duchy of Brunswick remained with the Welfs. The Ascanian Dukes had their base further east, near the Elbe, in what is sometimes called the younger Duchy of Saxony, resulting in the name Saxony moving towards the east. After the division, the counting of the dukes started anew. Though the first Ascanian duke is competingly counted as Bernard III (because of two predecessors of the same name before 1180) or as Bernard I, his successor, Albert I is already usually counted as the first, although before 1180 he had one predecessor of the same name, Albert the Bear. In the 10th century the Emperor Otto I had created the County Palatine of Saxony in the Saale-Unstrut area of southern Saxony. The honour was initially held by a Count of Hessengau, then from the early 11th century by the Counts of Goseck, later by the Counts of Sommerschenburg, and still later by the Landgraves of Thuringia. When the Wettin landgraves succeeded to the Electorate of Saxony, the two positions merged. The Younger Saxony: The Duchy and the Electorate The new dukes replaced the Saxon horse emblem () and introduced their Ascanian family colours and emblem () added by a bendwise crancelin, symbolising the Saxon ducal crown, as new coat-of-arms of Saxony (). The later rulers of the House of Wettin adopted the Ascanian coat-of-arms. After the division, the counting of the dukes started anew. Though the first Ascanian duke is counted either as Bernard III (because of two predecessors of the same name before 1180) or as Bernard I, his successor, Albert I is counted as the first, although before 1180 he had one predecessor of the same name, Albert the Bear. House of Ascania Partitions of Saxony under Ascanian rule Table of rulers (Note: Both lines follow the numbering established in this table until 1296, when they were created. From 1296 on, each line follows independently the succession of Saxon dukes until 1296) The male line of the Saxe-Lauenburgish Ascanians was extinguished in 1689, after Julius Francis' death. In spite of having left two daughters to inherit the rights to the duchy, the House of Welf usurped the duchy, preventing the succession of the legitimate heiress, Anna Maria Franziska of Saxe-Lauenburg, and resucceeded with its Brunswick and Lunenburg-Celle line. In fact, George William, Duke of Brunswick-Lüneburg was a great-great-grandson of Magnus I through his great-grandmother Dorothea of Saxe-Lauenburg. His descendants became Monarchs of Great Britain from 1714 on. In 1814, after being deposed by various occupations in the Napoleonic Wars, George III's son, Regent George agreed to pass Saxe-Lauenburg to his Danish cousin in a general territorial realignment at the Congress of Vienna. This cousin was Frederick VI of Denmark, who changed the official colours of Saxe-Lauenburg to red and gold. The duchy changed hands again when, in 1865, Christian IX of Denmark was deposed in Second Schleswig War and resigned by Treaty of Vienna; Saxe-Lauenburg passed to William I of Prussia, to whom the Estates of Saxe-Lauenburg offered the ducal throne. The coat-of-arms of Saxe-Lauenburg was changed to the colours red and silver, with a border in the Prussian colours of black and white. Both duke and estates decided to merge Saxe-Lauenburg into Prussia, as district Duchy of Lauenburg, with effect from 1 July 1876. House of Wettin The Ascanian line of Saxe-Wittenberg became extinct with the death of Elector Albert III in 1422, whereafter Emperor Sigismund bestowed the country and electoral dignity upon Margrave Frederick IV of Meissen, who had been a loyal supporter in the Hussite Wars. Late Albert's Ascanian relative Duke Eric V of Saxe-Lauenburg protested in vain. Frederick, now one of the seven Prince-electors, was a member of the House of Wettin, which since 1089 had ruled over the adjacent Margraviate of Meissen up the Elbe river, established under Emperor Otto I in 965, and since 1242 also over the Landgraviate of Thuringia. Thus, in 1423, Saxe-Wittenberg, the Margraviate of Meissen and Thuringia were united under one ruler, and the unified territory. gradually received the name of (Upper) Saxony (or simply Saxony). Partitions of Saxony under Wettin rule Table of rulers Kingdom of Saxony The Holy Roman Empire came to an end in 1806. The Elector of Saxony, allied to Napoleon I, anticipated its dissolution by becoming the ruler of an independent Kingdom of Saxony in 1806. Heads of the House of Wettin since 1918 The lineage of the House of Wettin is extant, although the family no longer exercises an official role in Saxony. For heads of republican Saxony, see List of Ministers-President of Saxony. King Frederick Augustus III, 1918–1932. Margrave Friedrich Christian, 1932–1968. Margrave Maria Emanuel, 1968–2012. Margrave Albert, 2012 (disputed). Margrave Alexander, since 2012 (disputed). Margrave Rüdiger, since 2012 (disputed). Prince Michael of Saxe-Weimar, since 2012 (disputed (since the death of his own father in 1988, Prince Michael has been the most senior agnate of the House of Wettin). See also Coat of arms of Saxony History of Saxony References External links House Laws of the Kingdom of Saxony Saxon monarchs Saxony Saxon rulers Saxon dukes
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In law, the expression trial de novo means a "new trial" by a different tribunal (de novo is a Latin expression meaning "afresh", "anew", "beginning again", hence the literal meaning "new trial"). A trial de novo is usually ordered by an appellate court when the original trial failed to make a determination in a manner dictated by law. Common law In common law systems, one feature that distinguishes a trial de novo from an appellate proceeding is that new evidence may not ordinarily be presented in an appeal (though there are rare instances when it may be allowed—usually evidence that came to light only after the trial and could not, in all diligence, have been presented in the lower court). The general rule, is that an appeal must be based solely on "points of law", and not on "points of fact". Appeals are frequently based on a claim that the trial judge or jury did not allow or appreciate all the facts; if that claim is successful the appeal judges will often order a trial "de novo". In order to protect the individual's rights against double jeopardy, ordering a trial "de novo" is often the exclusive right of an appeal judge. For example, a system may relegate a claim of a certain amount to a judge but preserve the right to a new trial before a jury. In American federal courts, "de novo" can also refer to a standard of review for courts of appeal. Sometimes, particularly potent issues are brought before an appeals court, such as a constitutional determination made by a lower court, or summary judgment granted by a lower court. When this sort of issue is on appeal, the court of appeals will review the lower court decision "de novo" or from the beginning. In this process, the panel of judges for the court of appeals will review the lower court's reasoning and fact-finding from the beginning, based on the record. This is a high level of scrutiny that is more likely to result in reversal or remand of an issue. This is in contrast to more relaxed standards of review such as "clearly erroneous" or "substantial evidence." These relaxed standards usually do not result in reversals, as the court of appeals grants more deference to the judgment of the lower courts. United Kingdom In UK law, appeals to the Crown Court against convictions in a magistrates' court are held de novo. De novo review refers to the appellate court's authority to review the trial court's conclusions on questions of the application, interpretation, and construction of law. Generally, the proper standard of review for employee benefit decisions, such as the denial of benefit claims, is de novo. Also, where the appellate court undertakes judicial review of compulsory arbitration proceedings that were required by statute, the reviewing court must conduct a de novo review of the interpretation and application of the law by the arbitrators. United States In the United States, some states provide for bench trials only for small claims, traffic offenses, and criminal offenses with a penalty of imprisonment of less than six months, then provide the ability to appeal a loss to the trial court of general jurisdiction for a brand-new trial. Unlike the appellate court which only examines the issues raised in the original trial, in a trial de novo a brand new trial takes place. The Supreme Court of Virginia said this in Santen v. Tuthill, 265 Va. 492 (2003), about the practice of an appeal from district court trial de novo to circuit court: "This Court has repeatedly held that the effect of an appeal to circuit court is to 'annul the judgment of the inferior tribunal as completely as if there had been no previous trial.'" Some states use a system combining aspects of traditional appeal and absolute trial de novo; for instance, in New Jersey, decisions in minor criminal and traffic cases heard in the state's municipal courts may be appealed to the Law Division, Criminal Part of the Superior Court for "trial de novo on the record," in which the Law Division makes new findings of fact and conclusions of law based on the record produced in the municipal court's trial (i.e. based on the transcript of the municipal court proceeding and any physical or documentary evidence presented to the Municipal Court), but does not hold any evidentiary hearings itself. It is often used in the review of administrative proceedings or the judgements of a small claims court. If the determination made by a lower body is overturned, it may be renewed de novo in the review process (this is usually before it reaches the court system). Sometimes administrative decisions may be reviewed by the courts on a de novo basis. See also New trial Appeal References Latin legal terminology Legal procedure Appellate review
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Thyme () is the herb (dried aerial parts) of some members of the genus Thymus of aromatic perennial evergreen herbs in the mint family Lamiaceae. Thymes are relatives of the oregano genus Origanum, with both plants being mostly indigenous to the Mediterranean region. Thymes have culinary, medicinal, and ornamental uses, and the species most commonly cultivated and used for culinary purposes is Thymus vulgaris. History Thyme is indigenous to the Mediterranean region Wild thyme grows in the Levant, where it might have been first cultivated. Ancient Egyptians used thyme for embalming. The ancient Greeks used it in their baths and burnt it as incense in their temples, believing it was a source of courage. The spread of thyme throughout Europe was thought to be due to the Romans, as they used it to purify their rooms and to "give an aromatic flavour to cheese and liqueurs". In the European Middle Ages, the herb was placed beneath pillows to aid sleep and ward off nightmares. In this period, women also often gave knights and warriors gifts that included thyme leaves, as it was believed to bring courage to the bearer. Thyme was also used as incense and placed on coffins during funerals, as it was supposed to assure passage into the next life. The name of the genus of fish Thymallus, first given to the grayling (T. thymallus, described in the 1758 edition of Systema Naturae by Swedish zoologist Carl Linnaeus), originates from the faint smell of thyme that emanates from the flesh. Cultivation Thyme is best cultivated in a hot, sunny location with well-drained soil. It is generally planted in the spring, and thereafter grows as a perennial. It can be propagated by seed, cuttings, or dividing rooted sections of the plant. It tolerates drought well. The plant can take deep freezes and is found growing wild on mountain highlands. It grows well on dry slopes and is propagated by cuttings. It can be pruned after flowering to keep from getting woody. Aroma components Gas chromatographic analysis reveals that the most abundant volatile component of thyme leaves is thymol 8.55 mg/g. Other components are carvacrol, linalool, α-terpineol, and 1,8-cineole. Several are also found in basil. Some exhibit antioxidant properties. Culinary use In some Levantine countries, and Assyria, the condiment za'atar (Arabic for both thyme and marjoram) contains many of the essential oils found in thyme. Thyme is a common component of the bouquet garni, and of herbes de Provence. Thyme is sold both fresh and dried. While summer-seasonal, fresh greenhouse thyme is often available year-round. The fresh form is more flavourful, but also less convenient; storage life is rarely more than a week. However, the fresh form can last many months if carefully frozen. Fresh thyme is commonly sold in bunches of sprigs. A sprig is a single stem snipped from the plant. It is composed of a woody stem with paired leaf or flower clusters ("leaves") spaced apart. A recipe may measure thyme by the bunch (or fraction thereof), or by the sprig, or by the tablespoon or teaspoon. Dried thyme is widely used in Armenia in tisanes (called urc). Depending on how it is used in a dish, the whole sprig may be used (e.g., in a bouquet garni), or the leaves removed and the stems discarded. Usually, when a recipe specifies "bunch" or "sprig", it means the whole form; when it specifies spoons, it means the leaves. It is perfectly acceptable to substitute dried for whole thyme. Leaves may be removed from stems either by scraping with the back of a knife, or by pulling through the fingers or tines of a fork. Thyme retains its flavour on drying better than many other herbs. Antimicrobial properties Oil of thyme, the essential oil of common thyme (Thymus vulgaris), contains 20–54% thymol. Thyme essential oil also contains a range of additional compounds, such as p-cymene, myrcene, borneol, and linalool. Thymol, an antiseptic, is an active ingredient in various commercially produced mouthwashes such as Listerine. Before the advent of modern antibiotics, oil of thyme was used to medicate bandages. Important species and cultivars Thymus citriodorus – various lemon thymes, orange thymes, lime thyme Thymus herba-barona (caraway thyme) is used both as a culinary herb and a ground cover, and has a very strong caraway scent due to the chemical carvone. Thymus praecox (mother of thyme, wild thyme), is cultivated as an ornamental. Thymus pseudolanuginosus (woolly thyme) is not a culinary herb, but is grown as a ground cover. Thymus serpyllum (wild thyme, creeping thyme) is an important nectar source plant for honeybees. All thyme species are nectar sources, but wild thyme covers large areas of droughty, rocky soils in southern Europe (both Greece and Malta are especially famous for wild thyme honey) and North Africa, as well as in similar landscapes in the Berkshire and Catskill Mountains of the northeastern US. The lowest growing of the widely used thyme is good for walkways. It is also an important caterpillar food plant for large and common blue butterflies. Thymus vulgaris (common thyme, English thyme, summer thyme, winter thyme, French thyme, or garden thyme) is a commonly used culinary herb. It also has medicinal uses. Common thyme is a Mediterranean perennial which is best suited to well-drained soils and full sun. References Further reading S. S. Tawfik, M. I. Abbady, Ahmed M. Zahran and A. M. K. Abouelalla. Therapeutic Efficacy Attained with Thyme Essential Oil Supplementation Throughout γ-irradiated Rats. Egypt. J. Rad. Sci. Applic., 19(1): 1-22 (2006). Flora of China: Thymus Flora Europaea: Thymus Rohde, E. S. (1920). A Garden of Herbs. Easter, M. (2009). International Thymus Register and Checklist. Herbs Antifungals Antiseptics Medicinal plants Environment of the Mediterranean Mediterranean cuisine Lamiaceae Melliferous flowers Subshrubs Albanian cuisine
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The Turkic languages are a language family of at least 35 documented languages, spoken by the Turkic peoples of Eurasia from Eastern Europe and Southern Europe to Central Asia, East Asia, North Asia (Siberia), and Western Asia. The Turkic languages originated in a region of East Asia spanning from Mongolia to Northwest China, where Proto-Turkic is thought to have been spoken, from where they expanded to Central Asia and farther west during the first millennium. They are characterized as a dialect continuum. Turkic languages are spoken natively by some 170 million people, and the total number of Turkic speakers, including second language speakers, is over 200 million. The Turkic language with the greatest number of speakers is Turkish, spoken mainly in Anatolia and the Balkans; its native speakers account for about 40% of all Turkic speakers. Characteristic features such as vowel harmony, agglutination, and lack of grammatical gender, are almost universal within the Turkic family. There is a high degree of mutual intelligibility among the various Oghuz languages, which include Turkish, Azerbaijani, Turkmen, Qashqai, Chaharmahali Turkic, Gagauz, Balkan Gagauz Turkish and Oghuz-influenced Crimean Tatar. Although methods of classification vary, the Turkic languages are usually considered to be divided equally into two branches: Oghur, the only surviving member of which is Chuvash, and Common Turkic, which includes all other Turkic languages including the Oghuz sub-branch. Languages belonging to the Kipchak subbranch also share a high degree of mutual intelligibility among themselves. Kazakh and Kyrgyz may be better seen as mutually intelligible dialects of a single tongue that are regarded as separate languages for sociopolitical reasons. They differ mainly phonetically while the lexicon and grammar are much the same, although both have standardized written forms that may differ in some ways. Until the 20th century, both languages used a common written form of Chaghatay Turki. Turkic languages show many similarities with the Mongolic, Tungusic, Koreanic, and Japonic languages. These similarities have led some linguists to propose an Altaic language family, though this proposal is widely rejected by Western historical linguists. Similarities with the Uralic languages even caused these families to be regarded as one for a long time under the Ural-Altaic hypothesis. However, there has not been sufficient evidence to conclude the existence of either of these macrofamilies, the shared characteristics between the languages being attributed presently to extensive prehistoric language contact. Characteristics Turkic languages are null-subject languages, have vowel harmony (with the notable exception of Uzbek), extensive agglutination by means of suffixes and postpositions, and lack of grammatical articles, noun classes, and grammatical gender. Subject–object–verb word order is universal within the family. The root of a word is usually only a few consonants. History Pre-history The homeland of the Turkic peoples and their language is suggested to be somewhere between the Transcaspian steppe and Northeastern Asia (Manchuria), with genetic evidence pointing to the region near South Siberia and Mongolia as the "Inner Asian Homeland" of the Turkic ethnicity. Similarly several linguists, including Juha Janhunen, Roger Blench and Matthew Spriggs, suggest that modern-day Mongolia is the homeland of the early Turkic language. Relying on Proto-Turkic lexical items about the climate, topography, flora, fauna, people's modes of subsistence, Turkologist Peter Benjamin Golden locates the Proto-Turkic Urheimat in the southern, taiga-steppe zone of the Sayan-Altay region. Extensive contact took place between Proto-Turks and Proto-Mongols approximately during the first millennium BC; the shared cultural tradition between the two Eurasian nomadic groups is called the "Turco-Mongol" tradition. The two groups shared a similar religion system, Tengrism, and there exists a multitude of evident loanwords between Turkic languages and Mongolic languages. Although the loans were bidirectional, today Turkic loanwords constitute the largest foreign component in Mongolian vocabulary. Some lexical and extensive typological similarities between Turkic and the nearby Tungusic and Mongolic families, as well as the Korean and Japonic families has in more recent years been instead attributed to prehistoric contact amongst the group, sometimes referred to as the Northeast Asian sprachbund. A more recent (circa first millennium BC) contact between "core Altaic" (Turkic, Mongolic, and Tungusic) is distinguished from this, due to the existence of definitive common words that appear to have been mostly borrowed from Turkic into Mongolic, and later from Mongolic into Tungusic, as Turkic borrowings into Mongolic significantly outnumber Mongolic borrowings into Turkic, and Turkic and Tungusic do not share any words that do not also exist in Mongolic. Turkic languages also show some Chinese loanwords that point to early contact during the time of Proto-Turkic. Robbeets (et al. 2015 and et al. 2017) suggest that the homeland of the Turkic languages was somewhere in Manchuria, close to the Mongolic, Tungusic and Koreanic homeland (including the ancestor of Japonic), and that these languages share a common "Transeurasian" origin. More evidence for the proposed ancestral "Transeurasian" origin was presented by Nelson et al. 2020 and Li et al. 2020. Early written records The first established records of the Turkic languages are the eighth century AD Orkhon inscriptions by the Göktürks, recording the Old Turkic language, which were discovered in 1889 in the Orkhon Valley in Mongolia. The Compendium of the Turkic Dialects (Divânü Lügati't-Türk), written during the 11th century AD by Kaşgarlı Mahmud of the Kara-Khanid Khanate, constitutes an early linguistic treatment of the family. The Compendium is the first comprehensive dictionary of the Turkic languages and also includes the first known map of the Turkic speakers' geographical distribution. It mainly pertains to the Southwestern branch of the family. The Codex Cumanicus (12th–13th centuries AD) concerning the Northwestern branch is another early linguistic manual, between the Kipchak language and Latin, used by the Catholic missionaries sent to the Western Cumans inhabiting a region corresponding to present-day Hungary and Romania. The earliest records of the language spoken by Volga Bulgars, the parent to today's Chuvash language, are dated to the 13th–14th centuries AD. Geographical expansion and development With the Turkic expansion during the Early Middle Ages (c. 6th–11th centuries AD), Turkic languages, in the course of just a few centuries, spread across Central Asia, from Siberia to the Mediterranean. Various terminologies from the Turkic languages have passed into Persian, Hindustani, Ukrainian, Russian, Chinese, Mongolian, Hungarian and to a lesser extent, Arabic. The geographical distribution of Turkic-speaking peoples across Eurasia since the Ottoman era ranges from the North-East of Siberia to Turkey in the West. (See picture in the box on the right above.) For centuries, the Turkic-speaking peoples have migrated extensively and intermingled continuously, and their languages have been influenced mutually and through contact with the surrounding languages, especially the Iranian, Slavic, and Mongolic languages. This has obscured the historical developments within each language and/or language group, and as a result, there exist several systems to classify the Turkic languages. The modern genetic classification schemes for Turkic are still largely indebted to Samoilovich (1922). The Turkic languages may be divided into six branches: Common Turkic Southwestern (Oghuz Turkic) Southeastern (Karluk Turkic) Northwestern (Kipchak Turkic) Northeastern (Siberian Turkic) Arghu Turkic Oghur Turkic In this classification, Oghur Turkic is also referred to as Lir-Turkic, and the other branches are subsumed under the title of Shaz-Turkic or Common Turkic. It is not clear when these two major types of Turkic can be assumed to have diverged. With less certainty, the Southwestern, Northwestern, Southeastern and Oghur groups may further be summarized as West Turkic, the Northeastern, Kyrgyz-Kipchak, and Arghu (Khalaj) groups as East Turkic. Geographically and linguistically, the languages of the Northwestern and Southeastern subgroups belong to the central Turkic languages, while the Northeastern and Khalaj languages are the so-called peripheral languages. Hruschka, et al. (2014) use computational phylogenetic methods to calculate a tree of Turkic based on phonological sound changes. Schema The following isoglosses are traditionally used in the classification of the Turkic languages: Rhotacism (or in some views, zetacism), e.g. in the last consonant of the word for "nine" *tokkuz. This separates the Oghur branch, which exhibits /r/, from the rest of Turkic, which exhibits /z/. In this case, rhotacism refers to the development of *-/r/, *-/z/, and *-/d/ to /r/,*-/k/,*-/kh/ in this branch. See Antonov and Jacques (2012) on the debate concerning rhotacism and lambdacism in Turkic. Intervocalic *d, e.g. the second consonant in the word for "foot" *hadaq Suffix-final -G, e.g. in the suffix *lIG, in e.g. *tāglïg Additional isoglosses include: Preservation of word initial *h, e.g. in the word for "foot" *hadaq. This separates Khalaj as a peripheral language. Denasalisation of palatal *ń, e.g. in the word for "moon", *āń *In the standard Istanbul dialect of Turkish, the ğ in dağ and dağlı is not realized as a consonant, but as a slight lengthening of the preceding vowel. Members The following table is based mainly upon the classification scheme presented by Lars Johanson Vocabulary comparison The following is a brief comparison of cognates among the basic vocabulary across the Turkic language family (about 60 words). Empty cells do not necessarily imply that a particular language is lacking a word to describe the concept, but rather that the word for the concept in that language may be formed from another stem and is not cognate with the other words in the row or that a loanword is used in its place. Also, there may be shifts in the meaning from one language to another, and so the "Common meaning" given is only approximate. In some cases, the form given is found only in some dialects of the language, or a loanword is much more common (e.g. in Turkish, the preferred word for "fire" is the Persian-derived ateş, whereas the native od is dead). Forms are given in native Latin orthographies unless otherwise noted. Azerbaijani "ǝ" and "ä": IPA /æ/ Turkish and Azerbaijani "ı", Karakhanid "ɨ", Turkmen "y", and Sakha "ï": IPA /ɯ/ Turkmen "ň", Karakhanid "ŋ": IPA /ŋ/ Turkish and Azerbaijani "y",Turkmen "ý" and "j" in other languages: IPA /j/ All "ş" and "š" letters: IPA /ʃ/ All "ç" and "č" letters: IPA /ʧ/ Kazakh "ž": IPA /ʒ/ Kyrgyz "ǰ": IPA /ʤ/ Other possible relations The Turkic language family is currently regarded as one of the world's primary language families. Turkic is one of the main members of the controversial Altaic language family. There are some other theories about an external relationship but none of them are generally accepted. Korean The possibility of a genetic relation between Turkic and Korean, independently from Altaic, is suggested by some linguists. The linguist Kabak (2004) of the University of Würzburg states that Turkic and Korean share similar phonology as well as morphology. Li Yong-Sŏng (2014) suggest that there are several cognates between Turkic and Old Korean. He states that these supposed cognates can be useful to reconstruct the early Turkic language. According to him, words related to nature, earth and ruling but especially to the sky and stars seem to be cognates. The linguist Choi suggested already in 1996 a close relationship between Turkic and Korean regardless of any Altaic connections: Many historians also point out a close non-linguistic relationship between Turkic peoples and Koreans. Especially close were the relations between the Göktürks and Goguryeo. Rejected or controversial theories Uralic Some linguists suggested a relation to Uralic languages, especially to the Ugric languages. This view is rejected and seen as obsolete by mainstream linguists. Similarities are because of language contact and borrowings mostly from Turkic into Ugric languages. Stachowski (2015) states that any relation between Turkic and Uralic must be a contact one. See also Altaic languages List of Turkic languages List of Turkic-languages poets List of Ukrainian words of Turkic origin Middle Turkic languages Old Turkic Old Turkic script Proto-Turkic language Notes References Further reading Akhatov G. Kh. 1960. "About the stress in the language of the Siberian Tatars in connection with the stress of modern Tatar literary language" .- Sat *"Problems of Turkic and the history of Russian Oriental Studies." Kazan. Akhatov G.Kh. 1963. "Dialect West Siberian Tatars" (monograph). Ufa. Baskakov, N. A. (1962, 1969). Introduction to the study of the Turkic languages. Moscow. Boeschoten, Hendrik & Lars Johanson. 2006. Turkic languages in contact. Turcologica, Bd. 61. Wiesbaden: Harrassowitz. Clausen, Gerard. 1972. An etymological dictionary of pre-thirteenth-century Turkish. Oxford: Oxford University Press. Deny, Jean et al. 1959–1964. Philologiae Turcicae Fundamenta. Wiesbaden: Harrassowitz. Dolatkhah, Sohrab. 2016. Parlons qashqay. In: collection "parlons". Paris: L'Harmattan. Dolatkhah, Sohrab. 2016. Le qashqay: langue turcique d'Iran. CreateSpace Independent Publishing Platform (online). Dolatkhah, Sohrab. 2015. Qashqay Folktales. CreateSpace Independent Publishing Platform (online). Johanson, Lars & Éva Agnes Csató (ed.). 1998. The Turkic languages. London: Routledge. . Johanson, Lars. 1998. "The history of Turkic." In: Johanson & Csató, pp. 81–125. Johanson, Lars. 1998. "Turkic languages." In: Encyclopædia Britannica. CD 98. Encyclopædia Britannica Online, 5 sept. 2007. Menges, K. H. 1968. The Turkic languages and peoples: An introduction to Turkic studies. Wiesbaden: Harrassowitz. Öztopçu, Kurtuluş. 1996. Dictionary of the Turkic languages: English, Azerbaijani, Kazakh, Kyrgyz, Tatar, Turkish, Turkmen, Uighur, Uzbek. London: Routledge. Samoilovich, A. N. 1922. Some additions to the classification of the Turkish languages. Petrograd. Savelyev, Alexander and Martine Robbeets. (2019). lexibank/savelyevturkic: Turkic Basic Vocabulary Database (Version v1.0) [Data set]. Zenodo. Schönig, Claus. 1997–1998. "A new attempt to classify the Turkic languages I-III." Turkic Languages 1:1.117–133, 1:2.262–277, 2:1.130–151. Starostin, Sergei A., Anna V. Dybo, and Oleg A. Mudrak. 2003. Etymological Dictionary of the Altaic Languages. Leiden: Brill. Voegelin, C.F. & F.M. Voegelin. 1977. Classification and index of the World's languages. New York: Elsevier. External links Turkic Languages Verb Comparison Turkic Language Portal (Turkish) Turkic Inscriptions of Orkhon Valley, Mongolia Turkic Languages: Resources – University of Michigan Map of Turkic languages Classification of Turkic Languages Online Uyghur–English Dictionary Turkic language vocabulary comparison tool / dictionary A Comparative Dictionary of Turkic Languages Open Project The Turkic Languages in a Nutshell with illustrations. Swadesh lists of Turkic basic vocabulary words (from Wiktionary's Swadesh-list appendix) Turkic basic vocabularies Conferences on Turkic languages processing: Astana, Kazakhstan, 2013, Istanbul, Turkey, 2014 , Kazan, Tatarstan, 2015 Agglutinative languages Language families History of Ural
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The Tractatus Logico-Philosophicus (widely abbreviated and cited as TLP) is a book-length philosophical work by the Austrian philosopher Ludwig Wittgenstein which deals with the relationship between language and reality and aims to define the limits of science. Wittgenstein wrote the notes for the Tractatus while he was a soldier during World War I and completed it during a military leave in the summer of 1918. It was originally published in German in 1921 as Logisch-Philosophische Abhandlung (Logical-Philosophical Treatise). In 1922 it was published together with an English translation and a Latin title, which was suggested by G. E. Moore as homage to Baruch Spinoza's Tractatus Theologico-Politicus (1670). The Tractatus is written in an austere and succinct literary style, containing almost no arguments as such, but consists of altogether 525 declarative statements, which are hierarchically numbered. The Tractatus is recognized by philosophers as a significant philosophical work of the twentieth century and was influential chiefly amongst the logical positivist philosophers of the Vienna Circle, such as Rudolf Carnap and Friedrich Waismann and Bertrand Russell's article "The Philosophy of Logical Atomism". Wittgenstein's later works, notably the posthumously published Philosophical Investigations, criticised many of his earlier ideas in the Tractatus. Description and context The Tractatus Logico-Philosophicus (widely abbreviated and cited as TLP) is the only book-length philosophical work by the Austrian philosopher Ludwig Wittgenstein which was published during his lifetime. The project had a broad goal: to identify the relationship between language and reality and to define the limits of science. The work was originally published in German in 1921 as Logisch-Philosophische Abhandlung (Logical-Philosophical Treatise). In 1922 it was published together with an English translation; the English text and that book bear the Latin title, which was suggested by G. E. Moore as homage to Baruch Spinoza's Tractatus Theologico-Politicus (1670). Wittgenstein wrote the notes for the Tractatus while he was a soldier during World War I and completed it during a military leave in the summer of 1918. The Tractatus employs an austere and succinct literary style. The work contains almost no arguments as such, but rather consists of declarative statements, or passages, that are meant to be self-evident. The statements are hierarchically numbered, with seven basic propositions at the primary level (numbered 1–7), with each sub-level being a comment on or elaboration of the statement at the next higher level (e.g., 1, 1.1, 1.11, 1.12, 1.13). In all, the Tractatus comprises 525 numbered statements. The Tractatus is recognized by philosophers as a significant philosophical work of the twentieth century and was influential chiefly amongst the logical positivist philosophers of the Vienna Circle, such as Rudolf Carnap and Friedrich Waismann. Bertrand Russell's article "The Philosophy of Logical Atomism" is presented as a working out of ideas that he had learned from Wittgenstein. Wittgenstein's later works, notably the posthumously published Philosophical Investigations, criticised many of his earlier ideas in the Tractatus. Main theses There are seven main propositions in the text. These are: The world is everything that is the case. What is the case (a fact) is the existence of states of affairs. A logical picture of facts is a thought. A thought is a proposition with a sense. A proposition is a truth-function of elementary propositions. (An elementary proposition is a truth-function of itself.) The general form of a proposition is the general form of a truth function, which is: . This is the general form of a proposition. Whereof one cannot speak, thereof one must be silent. Proposition 1 The first chapter is very brief: This along with the beginning of two can be taken to be the relevant parts of Wittgenstein's metaphysical view that he will use to support his picture theory of language. Propositions 2 and 3 These sections concern Wittgenstein's view that the sensible, changing world we perceive does not consist of substance but of facts. Proposition two begins with a discussion of objects, form and substance. This epistemic notion is further clarified by a discussion of objects or things as metaphysical substances. His use of the word "composite" in 2.021 can be taken to mean a combination of form and matter, in the Platonic sense. The notion of a static unchanging Form and its identity with Substance represents the metaphysical view that has come to be held as an assumption by the vast majority of the Western philosophical tradition since Plato and Aristotle, as it was something they agreed on. is called a form or a substance is not generated." (Z.8 1033b13) The opposing view states that unalterable Form does not exist, or at least if there is such a thing, it contains an ever changing, relative substance in a constant state of flux. Although this view was held by Greeks like Heraclitus, it has existed only on the fringe of the Western tradition since then. It is commonly known now only in "Eastern" metaphysical views where the primary concept of substance is Qi, or something similar, which persists through and beyond any given Form. The former view is shown to be held by Wittgenstein in what follows: Although Wittgenstein largely disregarded Aristotle (Ray Monk's biography suggests that he never read Aristotle at all) it seems that they shared some anti-Platonist views on the universal/particular issue regarding primary substances. He attacks universals explicitly in his Blue Book. "The idea of a general concept being a common property of its particular instances connects up with other primitive, too simple, ideas of the structure of language. It is comparable to the idea that properties are ingredients of the things which have the properties; e.g. that beauty is an ingredient of all beautiful things as alcohol is of beer and wine, and that we therefore could have pure beauty, unadulterated by anything that is beautiful." And Aristotle agrees: "The universal cannot be a substance in the manner in which an essence is ..." (Z.13 1038b17) as he begins to draw the line and drift away from the concepts of universal Forms held by his teacher Plato. The concept of Essence, taken alone is a potentiality, and its combination with matter is its actuality. "First, the substance of a thing is peculiar to it and does not belong to any other thing" (Z.13 1038b10), i.e. not universal and we know this is essence. This concept of form/substance/essence, which we've now collapsed into one, being presented as potential is also, apparently, held by Wittgenstein: Here ends what Wittgenstein deems to be the relevant points of his metaphysical view and he begins in 2.1 to use said view to support his Picture Theory of Language. "The Tractatus's notion of substance is the modal analogue of Immanuel Kant's temporal notion. Whereas for Kant, substance is that which 'persists' (i.e., exists at all times), for Wittgenstein it is that which, figuratively speaking, 'persists' through a 'space' of possible worlds." Whether the Aristotelian notions of substance came to Wittgenstein via Kant, or via Bertrand Russell, or even whether Wittgenstein arrived at his notions intuitively, one cannot but see them. The further thesis of 2. and 3. and their subsidiary propositions is Wittgenstein's picture theory of language. This can be summed up as follows: The world consists of a totality of interconnected atomic facts, and propositions make "pictures" of the world. In order for a picture to represent a certain fact it must, in some way, possess the same logical structure as the fact. The picture is a standard of reality. In this way, linguistic expression can be seen as a form of geometric projection, where language is the changing form of projection but the logical structure of the expression is the unchanging geometric relationship. We cannot say with language what is common in the structures, rather it must be shown, because any language we use will also rely on this relationship, and so we cannot step out of our language with language. Propositions 4.N to 5.N The 4s are significant as they contain some of Wittgenstein's most explicit statements concerning the nature of philosophy and the distinction between what can be said and what can only be shown. It is here, for instance, that he first distinguishes between material and grammatical propositions, noting: A philosophical treatise attempts to say something where nothing can properly be said. It is predicated upon the idea that philosophy should be pursued in a way analogous to the natural sciences; that philosophers are looking to construct true theories. This sense of philosophy does not coincide with Wittgenstein's conception of philosophy. Wittgenstein is to be credited with the invention or at least the popularization of truth tables (4.31) and truth conditions (4.431) which now constitute the standard semantic analysis of first-order sentential logic. The philosophical significance of such a method for Wittgenstein was that it alleviated a confusion, namely the idea that logical inferences are justified by rules. If an argument form is valid, the conjunction of the premises will be logically equivalent to the conclusion and this can be clearly seen in a truth table; it is displayed. The concept of tautology is thus central to Wittgenstein's Tractarian account of logical consequence, which is strictly deductive. Proposition 6.N At the beginning of Proposition 6, Wittgenstein postulates the essential form of all sentences. He uses the notation , where stands for all atomic propositions, stands for any subset of propositions, and stands for the negation of all propositions making up . Proposition 6 says that any logical sentence can be derived from a series of NOR operations on the totality of atomic propositions. Wittgenstein drew from Henry M. Sheffer's logical theorem making that statement in the context of the propositional calculus. Wittgenstein's N-operator is a broader infinitary analogue of the Sheffer stroke, which applied to a set of propositions produces a proposition that is equivalent to the denial of every member of that set. Wittgenstein shows that this operator can cope with the whole of predicate logic with identity, defining the quantifiers at 5.52, and showing how identity would then be handled at 5.53-5.532. The subsidiaries of 6. contain more philosophical reflections on logic, connecting to ideas of knowledge, thought, and the a priori and transcendental. The final passages argue that logic and mathematics express only tautologies and are transcendental, i.e. they lie outside of the metaphysical subject's world. In turn, a logically "ideal" language cannot supply meaning, it can only reflect the world, and so, sentences in a logical language cannot remain meaningful if they are not merely reflections of the facts. From Propositions 6.4-6.54, the Tractatus shifts its focus from primarily logical considerations to what may be considered more traditionally philosophical foci (God, ethics, meta-ethics, death, the will) and, less traditionally along with these, the mystical. The philosophy of language presented in the Tractatus attempts to demonstrate just what the limits of language are- to delineate precisely what can and cannot be sensically said. Among the sensibly sayable for Wittgenstein are the propositions of natural science, and to the nonsensical, or unsayable, those subjects associated with philosophy traditionally- ethics and metaphysics, for instance. Curiously, on this score, the penultimate proposition of the Tractatus, proposition 6.54, states that once one understands the propositions of the Tractatus, he will recognize that they are senseless, and that they must be thrown away. Proposition 6.54, then, presents a difficult interpretative problem. If the so-called ‘picture theory’ of meaning is correct, and it is impossible to represent logical form, then the theory, by trying to say something about how language and the world must be for there to be meaning, is self-undermining. This is to say that the ‘picture theory’ of meaning itself requires that something be said about the logical form sentences must share with reality for meaning to be possible. This requires doing precisely what the ‘picture theory’ of meaning precludes. It would appear, then, that the metaphysics and the philosophy of language endorsed by the Tractatus give rise to a paradox: for the Tractatus to be true, it will necessarily have to be nonsense by self-application; but for this self-application to render the propositions of the Tractatus nonsense (in the Tractarian sense), then the Tractatus must be true. There are three primarily dialectical approaches to solving this paradox the traditionalist, or Ineffable-Truths View; 2) the resolute, ‘new Wittgenstein’, or Not-All-Nonsense View; 3) the No-Truths-At-All View. The traditionalist approach to resolving this paradox is to hold that Wittgenstein accepted that philosophical statements could not be made, but that nevertheless, by appealing to the distinction between saying and showing, that these truths can be communicated by showing. On the resolute reading, some of the propositions of the Tractatus are withheld from self-application, they are not themselves nonsense, but point out the nonsensical nature of the Tractatus. This view often appeals to the so-called ‘frame’ of the Tractatus, comprising the preface and propositions 6.54. The No-Truths-At-All View states that Wittgenstein held the propositions of the Tractatus to be ambiguously both true and nonsensical, at once. While the propositions could not be, by self-application of the attendant philosophy of the Tractatus, true (or even sensical), it was only the philosophy of the Tractatus itself that could render them so. This is presumably what made Wittgenstein compelled to accept the philosophy of the Tractatus as specially having solved the problems of philosophy. It is the philosophy of the Tractatus, alone, that can solve the problems. Indeed, the philosophy of the Tractatus is for Wittgenstein, on this view, problematic only when applied to itself. At the end of the text Wittgenstein uses an analogy from Arthur Schopenhauer, and compares the book to a ladder that must be thrown away after one has climbed it. Proposition 7 As the last line in the book, proposition 7 has no supplementary propositions. It ends the book with the proposition "Whereof one cannot speak, thereof one must be silent." („Wovon man nicht sprechen kann, darüber muss man schweigen.") The picture theory A prominent view set out in the Tractatus is the picture theory, sometimes called the picture theory of language. The picture theory is a proposed explanation of the capacity of language and thought to represent the world. Although something need not be a proposition to represent something in the world, Wittgenstein was largely concerned with the way propositions function as representations. According to the theory, propositions can "picture" the world as being a certain way, and thus accurately represent it either truly or falsely. If someone thinks the proposition, "There is a tree in the yard," then that proposition accurately pictures the world if and only if there is a tree in the yard. One aspect of pictures which Wittgenstein finds particularly illuminating in comparison with language is the fact that we can directly see in the picture what situation it depicts without knowing if the situation actually obtains. This allows Wittgenstein to explain how false propositions can have meaning (a problem which Russell struggled with for many years): just as we can see directly from the picture the situation which it depicts without knowing if it in fact obtains, analogously, when we understand a proposition we grasp its truth conditions or its sense, that is, we know what the world must be like if it is true, without knowing if it is in fact true (TLP 4.024, 4.431). It is believed that Wittgenstein was inspired for this theory by the way that traffic courts in Paris reenact automobile accidents. A toy car is a representation of a real car, a toy truck is a representation of a real truck, and dolls are representations of people. In order to convey to a judge what happened in an automobile accident, someone in the courtroom might place the toy cars in a position like the position the real cars were in, and move them in the ways that the real cars moved. In this way, the elements of the picture (the toy cars) are in spatial relation to one another, and this relation itself pictures the spatial relation between the real cars in the automobile accident. Pictures have what Wittgenstein calls Form der Abbildung or pictorial form, which they share with what they depict. This means that all the logically possible arrangements of the pictorial elements in the picture correspond to the possibilities of arranging the things which they depict in reality. Thus if the model for car A stands to the left of the model for car B, it depicts that the cars in the world stand in the same way relative to each other. This picturing relation, Wittgenstein believed, was our key to understanding the relationship a proposition holds to the world. Although language differs from pictures in lacking direct pictorial mode of representation (e.g., it doesn't use colors and shapes to represent colors and shapes), still Wittgenstein believed that propositions are logical pictures of the world by virtue of sharing logical form with the reality which they represent (TLP 2.18-2.2). And that he thought, explains how we can understand a proposition without its meaning having been explained to us (TLP 4.02), we can directly see in the proposition what it represents as we see in the picture the situation which it depicts just by virtue of knowing its method of depiction: propositions show their sense (TLP 4.022). However, Wittgenstein claimed that pictures cannot represent their own logical form, they cannot say what they have in common with reality but can only show it (TLP 4.12-4.121). If representation consist in depicting an arrangement of elements in logical space, then logical space itself can't be depicted since it is itself not an arrangement of anything; rather logical form is a feature of an arrangement of objects and thus it can be properly expressed (that is depicted) in language by an analogous arrangement of the relevant signs in sentences (which contain the same possibilities of combination as prescribed by logical syntax), hence logical form can only be shown by presenting the logical relations between different sentences. Wittgenstein's conception of representation as picturing also allows him to derive two striking claims: that no proposition can be known a priori - there are no apriori truths (TLP 3.05), and that there is only logical necessity (TLP 6.37). Since all propositions, by virtue of being pictures, have sense independently of anything being the case in reality, we cannot see from the proposition alone whether it is true (as would be the case if it could be known apriori), but we must compare it to reality in order to know that it's true (TLP 4.031 "In the proposition a state of affairs is, as it were, put together for the sake of experiment."). And for similar reasons, no proposition is necessarily true except in the limiting case of tautologies, which Wittgenstein say lack sense (TLP 4.461). If a proposition pictures a state of affairs in virtue of being a picture in logical space, then a non-logical or metaphysical "necessary truth" would be a state of affairs which is satisfied by any possible arrangement of objects (since it is true for any possible state of affairs), but this means that the would-be necessary proposition would not depict anything as being so but will be true no matter what the world is actually like; but if that's the case, then the proposition cannot say anything about the world or describe any fact in it - it would not be correlated with any particular state of affairs, just like a tautology (TLP 6.37). Logical atomism Although Wittgenstein did not use the term himself, his metaphysical view throughout the Tractatus is commonly referred to as logical atomism. While his logical atomism resembles that of Bertrand Russell, the two views are not strictly the same. Russell's theory of descriptions is a way of logically analyzing sentences containing definite descriptions without presupposing the existence of an object satisfying the description. According to the theory, a statement like "There is a man to my left" should be analyzed into: "There is some x such that x is a man and x is to my left, and for any y, if y is a man and y is to my left, y is identical to x". If the statement is true, x refers to the man to my left. Whereas Russell believed the names (like x) in his theory should refer to things we can know directly by virtue of acquaintance, Wittgenstein didn't believe that there are any epistemic constraints on logical analyses: the simple objects are whatever is contained in the elementary propositions which can't be logically analyzed any further. By objects, Wittgenstein did not mean physical objects in the world, but the absolute base of logical analysis, that can be combined but not divided (TLP 2.02–2.0201). According to Wittgenstein's logico-atomistic metaphysical system, objects each have a "nature", which is their capacity to combine with other objects. When combined, objects form "states of affairs". A state of affairs that obtains is a "fact". Facts make up the entirety of the world; they are logically independent of one another, as are states of affairs. That is, the existence of one state of affairs (or fact) does not allow us to infer whether another state of affairs (or fact) exists or does not exist. Within states of affairs, objects are in particular relations to one another. This is analogous to the spatial relations between toy cars discussed above. The structure of states of affairs comes from the arrangement of their constituent objects (TLP 2.032), and such arrangement is essential to their intelligibility, just as the toy cars must be arranged in a certain way in order to picture the automobile accident. A fact might be thought of as the obtaining state of affairs that Madison is in Wisconsin, and a possible (but not obtaining) state of affairs might be Madison's being in Utah. These states of affairs are made up of certain arrangements of objects (TLP 2.023). However, Wittgenstein does not specify what objects are. Madison, Wisconsin, and Utah cannot be atomic objects: they are themselves composed of numerous facts. Instead, Wittgenstein believed objects to be the things in the world that would correlate to the smallest parts of a logically analyzed language, such as names like x. Our language is not sufficiently (i.e., not completely) analyzed for such a correlation, so one cannot say what an object is. We can, however, talk about them as "indestructible" and "common to all possible worlds". Wittgenstein believed that the philosopher's job is to discover the structure of language through analysis. Anthony Kenny provides a useful analogy for understanding Wittgenstein's logical atomism: a slightly modified game of chess. Just like objects in states of affairs, the chess pieces alone do not constitute the gametheir arrangements, together with the pieces (objects) themselves, determine the state of affairs. Through Kenny's chess analogy, we can see the relationship between Wittgenstein's logical atomism and his picture theory of representation. For the sake of this analogy, the chess pieces are objects, they and their positions constitute states of affairs and therefore facts, and the totality of facts is the entire particular game of chess. We can communicate such a game of chess in the exact way that Wittgenstein says a proposition represents the world. We might say "WR/KR1" to communicate a white rook's being on the square commonly labeled as king's rook 1. Or, to be more thorough, we might make such a report for every piece's position. The logical form of our reports must be the same logical form of the chess pieces and their arrangement on the board in order to be meaningful. Our communication about the chess game must have as many possibilities for constituents and their arrangement as the game itself. Kenny points out that such logical form need not strictly resemble the chess game. The logical form can be had by the bouncing of a ball (for example, twenty bounces might communicate a white rook's being on the king's rook 1 square). One can bounce a ball as many times as one wishes, which means that the ball's bouncing has "logical multiplicity", and can therefore share the logical form of the game. A motionless ball cannot communicate this same information, as it does not have logical multiplicity. Distinction between saying and showing According to traditional reading of the Tractatus, Wittgenstein's views about logic and language led him to believe that some features of language and reality cannot be expressed in senseful language but only "shown" by the form of certain expressions. Thus for example, according to the picture theory, when a proposition is thought or expressed, the proposition represents reality (truly or falsely) by virtue of sharing some features with that reality in common. However, those features themselves are something Wittgenstein claimed we could not say anything about, because we cannot describe the relationship that pictures bear to what they depict, but only show it via fact-stating propositions (TLP 4.121). Thus we cannot say that there is a correspondence between language and reality; the correspondence itself can only be shown, since our language is not capable of describing its own logical structure. However, on the more recent "resolute" interpretation of the Tractatus (see below), the remarks on "showing" were not in fact an attempt by Wittgenstein to gesture at the existence of some ineffable features of language or reality, but rather, as Cora Diamond and James Conant have argued, the distinction was meant to draw a sharp contrast between logic and descriptive discourse. On their reading, Wittgenstein indeed meant that some things are shown when we reflect on the logic of our language, but what is shown is not that something is the case, as if we could somehow think it (and thus understand what Wittgenstein tries to show us) but for some reason we just couldn't say it. As Diamond and Conant explain: Similarly, Michael Kremer suggested that Wittgenstein's distinction between saying and showing could be compared with Gilbert Ryle's famous distinction between "knowing that" and "knowing how". Just as practical knowledge or skill (such as riding a bike) is not reducible to propositional knowledge according to Ryle, Wittgenstein also thought that the mastery of the logic of our language is a unique practical skill that does not involve any sort of propositional "knowing that", but rather is reflected in our ability to operate with senseful sentences and grasping their internal logical relations. Reception and influence Philosophical At the time of its publication in 1921, Wittgenstein concluded that the Tractatus had resolved all philosophical problems. He would later recant this view, beginning in 1945, leading him to begin work on what would ultimately become the Philosophical Investigations. The book was translated into English in 1922 by C. K. Ogden with help from the teenaged Cambridge mathematician and philosopher Frank P. Ramsey. Ramsey later visited Wittgenstein in Austria. Translation issues make the concepts hard to pinpoint, especially given Wittgenstein's usage of terms and difficulty in translating ideas into words. The Tractatus caught the attention of the philosophers of the Vienna Circle (1921–1933), especially Rudolf Carnap and Moritz Schlick. The group spent many months working through the text out loud, line by line. Schlick eventually convinced Wittgenstein to meet with members of the circle to discuss the Tractatus when he returned to Vienna (he was then working as an architect). Although the Vienna Circle's logical positivists appreciated the Tractatus, they argued that the last few passages, including Proposition 7, are confused. Carnap hailed the book as containing important insights, but encouraged people to ignore the concluding sentences. Wittgenstein responded to Schlick, commenting: "I cannot imagine that Carnap should have so completely misunderstood the last sentences of the book and hence the fundamental conception of the entire book." A more recent interpretation comes from The New Wittgenstein family of interpretations under development since 2000. This so-called "resolute reading" is controversial and much debated. The main contention of such readings is that Wittgenstein in the Tractatus does not provide a theoretical account of language that relegates ethics and philosophy to a mystical realm of the unsayable. Rather, the book has a therapeutic aim. By working through the propositions of the book the reader comes to realize that language is perfectly suited to all our needs, and that philosophy rests on a confused relation to the logic of our language. The confusion that the Tractatus seeks to dispel is not a confused theory, such that a correct theory would be a proper way to clear the confusion, rather the need of any such theory is confused. The method of the Tractatus is to make the reader aware of the logic of our language as we are already familiar with it, and the effect of thereby dispelling the need for a theoretical account of the logic of our language spreads to all other areas of philosophy. Thereby the confusion involved in putting forward e.g. ethical and metaphysical theories is cleared in the same coup. Wittgenstein would not meet the Vienna Circle proper, but only a few of its members, including Schlick, Carnap, and Waissman. Often, though, he refused to discuss philosophy, and would insist on giving the meetings over to reciting the poetry of Rabindranath Tagore with his chair turned to the wall. He largely broke off formal relations even with these members of the circle after coming to believe Carnap had used some of his ideas without permission. Alfred Korzybski credits Wittgenstein as an influence in his book, Science and Sanity: An Introduction to Non-Aristotelian Systems and General Semantics. Artistic The Tractatus was the theme of a 1992 film by the Hungarian filmmaker Peter Forgacs. The 32-minute production, named Wittgenstein Tractatus, features citations from the Tractatus and other works by Wittgenstein. In 1989 the Finnish artist M. A. Numminen released a black vinyl album, The Tractatus Suite, consisting of extracts from the Tractatus set to music, on the Forward! label (GN-95). The tracks were [T. 1] "The World is...", [T. 2] "In order to tell", [T. 4] "A thought is...", [T. 5] "A proposition is...", [T. 6] "The general form of a truth-function", and [T. 7] "Wovon man nicht sprechen kann". It was recorded at Finnvox Studios, Helsinki between February and June 1989. The "lyrics" were provided in German, English, Esperanto, French, Finnish and Swedish. The music was reissued as a CD in 2003, M.A. Numminen sings Wittgenstein. Editions The Tractatus is the English translation of: Logisch-Philosophische Abhandlung, Wilhelm Ostwald (ed.), Annalen der Naturphilosophie, 14 (1921). A notable German Edition of the works of Wittgenstein is: Werkausgabe (Vol. 1 includes the Tractatus). Frankfurt am Main: Suhrkamp Verlag. Both English translations of the Tractatus, as well as the first publication in German from 1921, include an introduction by Bertrand Russell. Wittgenstein revised the Ogden translation. C. K. Ogden (1922) prepared, with assistance from G. E. Moore, F. P. Ramsey, and Wittgenstein himself, for Routledge & Kegan Paul, a parallel edition including the German text on the facing page to the English text: 1981 printing: , 1999 Dover reprint. David Pears and Brian McGuinness (1961), Routledge, hardcover: , 1974 paperback: , 2001 hardcover: , 2001 paperback: . A manuscript of an early version of the Tractatus was discovered in Vienna in 1965 by Georg Henrik von Wright, who named it the Prototractatus and provided a historical introduction to a published facsimile with English translation: . Notes References Ray Monk, Ludwig Wittgenstein, the Duty of Genius, Jonathan Cape, 1990. External links Online English versions Umass.edu, (Contains German, and Ogden and Pears & McGuinness translations side-by-side-by-side) Gutenberg.org (Ogden translation) TractatusLogico-Philosophicus (As a hierarchically nested document) The Tractatus (Easier-to-read nested Ogden translation with original symbols and images) Philosurfical.open.ac.uk Research software tool aimed at facilitating the study of the Tractatus. The text is available in German and in both English translations (Ogden & Pears-McGuinness) Graphical tabs-centered version of Tractatus Logico-Philosophicus (based on Pears & McGuinness translation) LibriVox audiobook version of Tractatus Logico-Philosophicus (Ogden translation) (Version 1) LibriVox audiobook version of Tractatus Logico-Philosophicus (Ogden translation) (Version 2) Tree-like version of Tractatus Logico-Philosophicus (Ogden translation) Online German versions Tractatus-Online.appspot.com Hochholzer.info Tractatus.Net KFS.org, Ogden translation (incomplete) Philosurfical.open.ac.uk Visualization graphs Project TLP (Ogden translation / Data visualization graphs / English, German) Multilingual Tractatus Network (German, English, Russian, Spanish, French, Italian / Data visualization) University of Iowa Tractatus Map(Both the Tractatus and the Prototractatus presented in the style of a subway map / German and English) Wittgensteiniana (interactive visualizations of the Tractatus, English and German versions available) 1921 non-fiction books Analytic philosophy literature Books by Ludwig Wittgenstein Cognitive science literature 20th-century philosophy Logic books Philosophical logic Philosophy books Philosophy of language literature Prison writings Treatises
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Most of rugged Tajikistan's transportation system was built during the Soviet era, and since that time the system has deteriorated badly because of insufficient investment and maintenance. In 2013, Tajikistan, like many of the other Central Asian countries, was experiencing major development in its transportation sector. Beginning in 2005, a series of major transportation projects were begun. The first such project, the Anzob Tunnel, was inaugurated in 2006, providing a year-round road link from Dushanbe to northern Tajikistan. Airports In 2009 Tajikistan had 26 airports, 18 of which had paved runways, of which two had runways longer than 3,000 meters. Tajikistan has two domestic airlines (Tajik Air and Somon Air) and is also serviced by foreign air companies (mainly Russian). The country's main airport is Dushanbe International Airport which, as of May 2014, had regularly scheduled flights to such major cities as Almaty, Baku, Bishkek, Delhi, Dubai, Frankfurt, Istanbul, Kabul, Moscow, Saint Petersburg, Sharjah, Tehran, and Ürümqi among others. No flights connect Dushanbe with Tashkent. The next largest airports behind Dushanbe are at Khujand and Kulob. As of 2007 air transport was said to be unreliable. Railways The railroad system totals only of track, all of it broad gauge. The principle segments are in the southwestern region and connect the capital with the industrial areas of the Gissar and Vakhsh valleys and with Uzbekistan, Turkmenistan, Kazakhstan and Russia. In 2000 a new line, the Bokhtar – Kulyab railway, was completed and connected the Kulyab District with the central area of the country. Passenger transit through Tajikistan has been hindered by periodic failures of Tajik Railways to pay transit tariffs and by safety issues. Most international freight traffic is carried by train. It is hoped that a 2009 agreement between the heads of state of Pakistan, Tajikistan, and Afghanistan will modernize parts of Tajikistan's rail system to allow more trade between Central Asian countries. Stations served Highways This section needs updating! The total length of roads in the country is 27,800 kilometers, nearly all of which were built before 1991. Automobiles account for more than 90% of the total volume of passenger transportation and more than 80% of domestic freight transportation. As of 2014 many highway and tunnel construction projects were underway or recently completed. Major projects include rehabilitation of the Dushanbe – Chanak (Uzbek border), Dushanbe – Kulma (Chinese border), Kurgan-Tube – Nizhny Pyanj (Afghan border) highways and construction of tunnels under the mountain passes of Anzob, Shakhristan, Shar-Shar and Chormazak. These were supported by international donor countries. China has invested approximately $720 million for infrastructure improvements in Tajikistan, including the rebuilding, widening and improvement of the road between Dushanbe and Khujand which as of August 2007 is proceeding using equipment, labor, and oversight from China. In mid-2005 construction began on a bridge across the Panj River to Afghanistan which was funded by the United States and opened in August 2007 and plans called for construction of several other bridges ultimately connecting Tajikistan to warm-water ports to the south. The Pakistan-Afghanistan-Tajikistan Highway, a new long road is planned to pass through the Gorno-Badakhshan Autonomous Province and Dushanbe and in 2013 Tajikistan announced that all road construction on its side of the border had been completed. According to President Zardari of Pakistan, Pipelines Tajikistan's 549 kilometers of gas pipeline bring natural gas from Uzbekistan to Dushanbe and transport gas between points in Uzbekistan across northwestern Tajikistan. Tajikistan also has 38 kilometers of oil pipeline. Ports and waterways Tajikistan has no access to the sea and no navigable inland waterways. References External links UN Map UNHCR Atlas Map
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The Togolese Armed Forces (French: Forces Armées Togolaises, FAT) is the national military of the Republic of Togo which consists of the Army, Navy, Air Force, and the National Gendarmerie. The total military expenditure during the fiscal year of 2005 was 1.6% of the country's GDP. Military bases exist in Lomé, Temedja, Kara, Niamtougou, and Dapaong. The current Chief of the General Staff is Brigadier General Dadja Maganawe, who took office on December 6, 2020. Army The current chief of staff of the army is Colonel Blakimwé Wiyao Balli. The elite presidential bodyguards of the Republic of Togo Armed Forces are reportedly trained by Benjamin Yeaten, an internationally wanted Liberian military commander and war criminal. Equipment Armor Air Force The Republic of Togo Air Force (French: Armée de l'Air Republic of Togo) was established in 1964, and French influence remains in the choice of aircraft used. Since 2020, the air force's chief of staff is Colonel Tassounti Djato. The C-47 Skytrain was the first aircraft used; it was part of the force from 1960 to 1976. Replacing the C-47s were two DHC-5D Buffalo STOL transports in 1976. Also in the same year, Togo acquired five ex-German Air Force Fouga Magister armed jet trainers and seven EMB.326GBs from Brazil to form the Escadrille de Chasse. Togo's armed jet trainer fleet was upgraded in 1981 by the deliveries of five Alpha jets and by three piston engine Aerospatiale TB-30 Epsilons in 1986. The Fouga Magisters were returned to France in 1985. During its existence the official name changed from Section Air der Forces armées in 1964 to Escadrille Nationale D Togolaise (ENT) in 1973, to Groupement Aerienne Togolais (GAT) in 1980, and finally to Armée de l'Air Togolaise in 1997. At present its operations are concentrated in the Lomé Transport Base at Lomé Tokoin Airport, where the transport aircraft are based, and the Niamtougou Fighter Base at Niamtougou International Airport, where the combat units are located. Aircraft Current inventory Navy The National Navy was created on May 1, 1976 to guard the roughly 34 miles (55 km) of Republic of Togo coast and the seaport of Lomé. It currently has 2 wooden-hulled patrol boats, the Kara (P 761), and the Mono (P 762), which have both been in service since 1976. On 7 July 2014, the Republic of Togo navy received a RPB 33 patrol boat that was named Agou (P 763). Currently, the navy's chief of staff is ship captain Atiogbé Ametsipe. Equipment References Aircraft information files Brightstar publishing File 338 sheet 4 External links Military of Togo
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The history of Turkmenistan traditionally begins with the arrival of Indo-European Iranian tribes around 2000 BC. Early tribes were nomadic or semi-nomadic due to the arid conditions of the region as the steppe culture in Central Asia was an extension of a larger Eurasian series of horse cultures which spanned the entire spectrum of language families including the Indo-Europeans and Turko-Mongol groups. Some of the known early Iranian tribes included the Massagatae, Scythians/Sakas, and early Soghdians (most likely precursors of the Khwarezmians). Turkmenistan was a passing point for numerous migrations and invasions by tribes which gravitated towards the settled regions of the south including ancient Mesopotamia, Elam, and the Indus Valley Civilization. The region's written history begins with the region's conquest by the Achaemenid Empire of ancient Iran, as the region was divided between the satraps of Margiana, Chorasmia and Parthia. Later conquerors included Alexander the Great, the Parni, Ephthalites, Iranian Huns, Göktürks, Sarmatians, and Sassanid Iranians. During this early phase of history, the majority of Turkmenistan's inhabitants were either adherents of Zoroastrianism or Buddhism and the region was largely dominated by Iranian peoples. These incursions and epochs, though pivotal, did not shape the region's history as the invasions of two later invading groups: Arabs and the Oghuz Turks. The vast majority of inhabitants were converted to Hanifism, while the Oghuz brought the beginnings of the Turkic Turkmen language that came to dominate the area. The Turkic period was a time of cultural fusion as Islamic traditions brought by the Arabs merged with local Iranian cultures and then were further altered by Turkic invaders and rulers such as the Seljuks. Genghis Khan and Mongol invasions devastated the region during the late Middle Ages, but their hold upon the area was transitional as later Timur Leng and Uzbeks contested the land. Modern Turkmenistan was radically transformed by the invasion of the Russian Empire, which conquered the region in the late 19th century. Later, the Russian Revolution of 1917 would ultimately transform Turkmenistan from an Islamic tribal society to a totalitarian Leninist one during the Soviet era. Independence came in 1991, as Saparmurat Niyazov, a former local communist party boss, declared himself absolute ruler for life as Turkmenbashi or Leader of the Turkmen and transitioned the newly independent Turkmenistan into an authoritarian state under his absolute control and has thus far resisted the democratization that has influenced many of the other former Soviet Republics. Niyazov ruled until his death on December 21, 2006. Ancient history Scant remains point to early human settlements east of the Caspian Sea, possibly including Neanderthals, although the archaeology of the region as a whole is underresearched. Bronze Age and Iron Age finds support the probability of advanced civilizations in the area including finds associated with a society known to scholars as the Bactria-Margiana Archaeological Complex (BMAC) – near the modern cities of Mary (previously Merv), Djeitun and Gonur Tepe. By 2000 BCE, Indo-European peoples had settled throughout the region. Most of the present-day Turkmenistan was occupied by BMAC-related societies and the Dahae (also known as the Daae, Dahā, Daoi and similar names) – a tribal confederation located immediately east of the Caspian. The Massagetae and Scythians were also present, immediately north of BMAC and the Dahae. Alexander the Great conquered the territory in the 4th century BC on his way to South Asia. In 330 BC, Alexander marched northward into Central Asia and founded the city of Alexandria near the Murghab River. Located on an important trade route, Alexandria later became the city of Merv. The ruins of Alexander's ancient city are still to be found and have been extensively researched. After Alexander's death his empire quickly fell apart. It was ruled by Seleucids before the satrap of Parthia declared independence. The Parthians – fierce, nomadic warriors from the north of Iran – then established the kingdom of Parthia, which covered present-day Turkmenistan and Iran. The Parthian kings ruled their domain from the city of Nisa – an area now located near the modern-day capital of Ashgabat – founded by Arsaces I (reigned c. 250–211 BC), and was reputedly the royal necropolis of the Parthian kings, although it has neither been established that the fortress at Nisa was a royal residence nor a mausoleum. Excavations at Nisa have revealed substantial buildings, mausoleums and shrines, many inscribed documents, and a looted treasury. Many Hellenistic art works have been uncovered, as well as a large number of ivory rhytons, the outer rims decorated with Iranian subjects or classical mythological scenes. During the 4th to early 7th century CE, much of the population was already in settlements around the fertile river valleys along the Amu Darya, and Merv and Nisa became centers of sericulture (the raising of silkworms). A busy caravan route, connecting Tang Dynasty China and the city of Baghdad (in modern Iraq), passed through Merv. Thus, the city of Merv constituted an important prize for any conqueror. Arab conquests and Islamization Central Asia came under Arab control after a series of invasions in the late 7th and early 8th centuries and was incorporated into Islamic Caliphate divided between provinces of Mawara'un Nahr and Khorasan. The Arab conquest brought the religion of Islam to all of the peoples of central Asia. The city of Merv was occupied by the lieutenants of the caliph Uthman ibn Affan, and was constituted as the capital of Khorasan. Using this city as their base, the Arabs, led by their commander Qutayba ibn Muslim, brought under subjection Balkh, Bokhara, Fergana and Kashgaria, and penetrated into China as far as the province of Kan-suh early in the 8th century. Merv achieved some political spotlight in February 748 when Abu Muslim (d. 750) declared a new Abbasid dynasty at Merv, and set out from the city to conquer Iran and Iraq and establish a new capital at Baghdad. Abu Muslim was famously challenged by the goldsmith of Merv to do the right thing and not make war on fellow Muslims. The goldsmith was put to death. In the latter part of the 8th century Merv became obnoxious to Islam as the centre of heretical propaganda preached by al-Muqanna "The Veiled Prophet of Khorasan". Present Turkmenistan was ruled by Tahirids between 821 and 873. In 873, Arab rule in Central Asia came to an end as a result of the Saffarid conquest. During their dominion Merv, like Samarkand and Bokhara, was one of the great schools of learning, and the celebrated historian Yaqut studied in its libraries. Merv produced a number of scholars in various branches of knowledge, such as Islamic law, Hadith, history, literature, and the like. Several scholars have the name: Marwazi (المروزي) designating them as hailing from Merv. But Saffarid rule was brief and they were defeated by Samanids in 901. The Samanid dynasty weakened after second half of 10th century and Ghaznavids took present Turkmenistan in 990s. But, they challenged with Seljuks, newcomers from north. Seljuks' decisive victory against them, present Turkmenistan was passed to them in 1041. Oghuz tribes The origins of the Turkmen may be traced back to the Oghuz confederation of nomadic pastoral tribes of the early Middle Ages, who lived in present-day Mongolia and around Lake Baikal in present-day southern Siberia. This confederation was composed of Turkic-speaking peoples who formed the basis of powerful steppe empires in Inner Asia. In the second half of the 8th century, Oghuz components migrated through Jungaria into Central Asia, and Arabic sources located them under the term Guzz in the area of the middle and lower Syrdariya in the 8th century. By the 10th century, the Oghuz had expanded west and north of the Aral Sea and into the steppe of present-day Kazakhstan, absorbing not only Iranians but also Turks from the Kipchak and Karluk ethnolinguistic groups. In the 11th century, the renowned Muslim Turk scholar Mahmud al-Kashgari described the language of the Oghuz and Turkmen as distinct from that of other Turks and identified twenty-two Oghuz clans or sub-tribes, some of which appear in later Turkmen genealogies and legends as the core of the early Turkmen. In Old Turkic inscriptions, there are references to several Oghuz groups like simply Oghuz, Üç-Oghuz ("three-Oghuz"; possibly Karluks), Altı-Oghuz ("six-Oghuz"), Sekiz-Oghuz ("eight-Oghuz"), possibly *Otuz Oghuz ("Thirty Oghuz"), and the Tiele-affiliated Toquz Oghuz ("nine-Oghuz") (Chinese: 九姓 Jiu Xing "Nine Surnames") in different areas in the vicinity of the Altay Mountains. Despite, the similarity of names, the Toquz Oghuz confederation, from whom emerged the founders of the Uyghur Khaganate, was distinct from the Transoxanian Oghuz Turks who'd later found the Oghuz Yabgu State: for instances, Istakhri and Muhammad ibn Muhmad al-Tusi kept the Toquz Oghuz and Oghuz distinct and Ibn al-Faqih mentioned "the infidel Turk-Oghuz, the Toquz-Oghuz, and the Qarluq" Even so, Golden notes the confusion in Latter Göktürks' and Uyghurs' inscriptions, where Oghuz apparently referred to Toquz Oghuz or another tribal grouping, who were also named Oghuz without a prefixed numeral; this confusion is also reflected in Sharaf al-Zaman al-Marwazi, who listed 12 Oghuz tribes, who were ruled by a "Toquz Khaqan" and some of whom were Toquz-Oghuz, on the border of Transoxiana and Khwarazm. At most, the Oghuz were possibly led by a core group of Toquz Oghuz clans or tribes. Likewise, Karluks and Oghuz Turks were distinct even though both were known as Turkmens in the 11th century; yet much later, Ilkhanate politician Rashid-al-Din Hamadani in his Jami' al-tawarikh mentions Karluks as of the Oghuz (Turkmen) tribes. Oghuz expansion by means of military campaigns went at least as far as the Volga River and Ural Mountains, but the geographic limits of their dominance fluctuated in the steppe areas extending north and west from the Aral Sea. Accounts of Arab geographers and travelers portray the Oghuz ethnic group as lacking centralized authority and being governed by a number of "kings" and "chieftains." Because of their disparate nature as a polity and the vastness of their domains, Oghuz tribes rarely acted in concert. Hence, by the late 10th century, the bonds of their confederation began to loosen. At that time, a clan leader named Seljuk founded a dynasty and the empire that bore his name on the basis of those Oghuz elements that had migrated southward into present-day Turkmenistan and Iran. The Seljuk Empire was centered in Persia, from which Oghuz groups spread into Azerbaijan and Anatolia. After the fall of Göktürk kingdom, Oghuz tribes migrated to the area of Transoxiana, in western Turkestan, in modern Kazakhstan and Kirghizstan. This land became known as the "Oghuz steppe" which is an area between the Caspian and Aral seas. Ibn al-Athir, an Arab historian, stated that the Oghuz Turks had come to Transoxiana in the period of the caliph Al-Mahdi in the years between 775 and 785. In the period of the Abbasid caliph Al-Ma'mun (813–833), the name Oghuz starts to appear in the Islamic historiography. By 780 AD, the eastern parts of the Syr Darya were ruled by the Karluk Turks and the western region (Oghuz steppe) was ruled by the Oghuz Turks. The name Turkmen first appears in written sources of the 10th century to distinguish those Oghuz groups who migrated south into the Seljuk domains and accepted Islam from those that had remained in the steppe. Gradually, the term took on the properties of an ethnonym and was used exclusively to designate Muslim Oghuz, especially those who migrated away from the Syrdariya Basin. By the 13th century, the term Turkmen supplanted the designation Oghuz altogether. The origin of the word Turkmen remains unclear. According to popular etymologies as old as the 11th century, the word derives from Turk plus the Iranian element manand, and means "resembling a Turk." Modern scholars, on the other hand, have proposed that the element man /men acts as an intensifier and have translated the word as "pure Turk" or "most Turk-like of the Turks." Seljuks In the 11th century, Seljuk domains stretched from the delta of the Amu Darya delta into Iran, Iraq, the Caucasus region, Syria, and Asia Minor. In 1040 the Seljuk Turks crossed the Oxus from the north, and having defeated Masud, sultan of Ghazni, raised Toghrul Beg, grandson of Seljuk, to the throne of Iran, founding the Seljukid dynasty, with its capital at Nishapur. A younger brother of Toghrul, Daud, took possession of Merv and Herat. Toghrul was succeeded by his nephew Alp Arslan (the Great Lion), who was buried at Merv. It was about this time that Merv reached the zenith of her glory. In 1055 Seljuk forces entered Baghdad, becoming masters of the Islamic heartlands and important patrons of Islamic institutions. Until these revolts, Turkmen tribesmen were an integral part of the Seljuk military forces. Turkmen migrated with their families and possessions on Seljuk campaigns into Azerbaijan and Anatolia, a process that began the Turkification of these areas. During this time, Turkmen also began to settle the area of present-day Turkmenistan. Prior to the Turkmen habitation, most of this desert had been uninhabited, while the more habitable areas along the Caspian Sea, Kopetdag Mountains, Amu Darya, and Murgap River (Murgap Deryasy) were populated predominantly by Iranians. The city-state of Merv was an especially large sedentary and agricultural area, important as both a regional economic-cultural center and a transit hub on the Silk Road. The last powerful Seljuk ruler, Sultan Sanjar (d. 1157), witnessed the fragmentation and destruction of the empire because of attacks by Turkmen and other tribes. During the reign of Sultan Sanjar or Sinjar of the same house, in the middle of the 11th century, Merv was overrun by the Turkish tribes of the Ghuzz from beyond the Oxus. It eventually passed under the sway of the rulers of Khwarizm (Khiva). After mixing with the settled peoples in Turkmenistan, the Oguz living north of the Kopet-Dag Mountains gradually became known as the Turkmen. The Seljuk empire broke down in the second half of the 12th century, and the Turkmen became independent tribal federation. Mongols and Timurids In 1157, the rule of Seljuks dynasty came to an end in the province of Khorasan. The Turkic rulers of Khiva took control of the area of Turkmenistan, under the title of Khwarezmshahs in 1221, central Asia suffered a disastrous invasion by Mongol warriors who swept across the region from their base in eastern Asia. Under their commander, Genghis Khan, founder of the Mongol Empire, the Mongols conquered Khwarezm and burned the city of Merv to the ground. The Mongol leader ordered the massacre of Merv's inhabitants as well as the destruction of the province's farms and irrigation works which effectively ended the Iranian dominance in urban areas and agricultural communities of khwarezm. These areas were soon repopulated by the Turkmen who survived the invasion and had retreated northward to the plains of Kazakhstan or westward to the shores of the Caspian Sea. After the division of the Mongol Empire, present Turkmenistan was passed to Chagatai Khanate except southernmost part was belonged to Ilkhanate. Small, semi-independent states arose under the rule of the region's tribal chiefs later in the 14th century. In the 1370s, Amir Timur (also known as Tamerlane), one of the greatest conquerors in human history, captured Turkmen states once more and established the short lived Timurid Empire, which collapsed after Timur's death in 1405, when Turkmens became independent once again. New political arrangements As a whole, the 14th to 16th centuries was a period in which the Turkmen's dislocation due to the Mongol invasions gave way to new political groupings which became tribal groupings which have continued to modern day. In addition to the new political arrangements, historical sources suggest that a large tribal union called the Salor confederation remained from the original Oghuz tribes and into modern times. In the late 17th century, the confederation fell apart and three senior tribes moved eastward and then southward. Of these tribes, the Yomud split into eastern and western groups, and the Teke migrated to the Ahal region near the Kopetdag Mountains and eventually into the Murghab River basin. Other Salor tribes moved into the region near the Amu Darya delta and into other parts of modern-day southeast Turkmenistan. Salor groups also live in Turkey, Afghanistan, Uzbekistan, and China. Turkmenistan in the 16th and 17th centuries The history of Turkmenistan from the 16th until the 19th century is mostly known by the relations with the states of Iran, Khiva, Bukhara, and Afghanistan. Wars of the period took place mostly in the lands of Turkmenistan. The invasion of the Khan of Khiva, Abul Gazi Bahadur Khan, from 1645 to 1663, caused some difficulties to the Turkmens, coupled with the impact of the drought that occurred at about the same period, most of the Turkmens within the khanate moved to areas around Ahal, Atrek, Murgap and Tejen. In this period, many of the Turkmens tribes living around the Aral Sea also migrated because of pressures from both the Khiva Khanate and the Kalmyks, and migrated to Astrakhan and Stavropol in the northern Caucasus. Popular epics such as Koroglu, and other oral traditions, took shape during this period which could be taken as a beginning of Turkmen nation. The poets and thinkers of the time such as Devlet Mehmed Azadi and Magtymguly Pyragy became a voice for an emerging nation, calling for unity, brotherhood and peace among Turkmen tribes. Magtymguly Pyragy is venerated in Turkmenistan as the father of national literature. Most of present Turkmenistan was divided between Khanates of Khiva and Bukhara except southernmost parts were handed to Persia. Nader, Shah of Persia, conquered it in 1740 but after him assassination in 1747, Turkmen lands were recaptured by Uzbek khanates of Khiva and Bukhara. During the 1830s, the Teke Turkmen, then living on the Tejen River, were forced by the Persians to migrate northward. Khiva contested the advance of the Tekes, but ultimately, about 1856, the latter became the sovereign power of southern and southeastern parts of present Turkmenistan. Turkmen Peoples The Turkmen people were an ethnic group inhabiting Russian colonization and Great Game In the 18th century Turkoman tribes came into contact with Tsarist Empire. The Russian Empire began to move into the area in 1869 with the establishment of the Caspian Sea port of Krasnovodsk, present-day Turkmenbashy. After the suppression of the Emirate of Bukhara (1868) and the Khanate of Khiva (1873), the Turkmen area remained independent. Russians decided to move into Transcaspian region, allegedly to subdue Turkmen slave trade and banditry. The service of some Turkmen tribes, especially the Yomut, for the Khivan Khan also encouraged the Russia to punish them by raids into Khwarazm, which killed hundreds. These wars culminated in the Battle of Geok Tepe in 1881, where General Skobelev massacred 7,000 Turkmens at the desert fortress of Geok Depe, near modern Ashgabat; another 8,000 were killed trying to flee across the desert. In September of that year, Qajar Iran signed the treaty of Akhal with Imperial Russia which officially recognized the territory that today incorporates modern Turkmenistan as part of the Russian Empire. By 1894, Imperial Russia had taken control of almost all of Turkmenistan except around part of Konye-Urgench was in Khiva and around part of Charju was in Emirate of Bukhara. The Transcaspian Railway was started from the shores of the Caspian in 1879 in order to secure Russian control over the region and provide a rapid military route to the Afghan border. In 1885 a crisis was precipitated by the Russian annexation of the Pandjeh oasis, to the south of Merv, on a territory of modern Afghanistan, which nearly led to war with Britain. as it was thought that the Russians were planning to march on to Herat in Afghanistan. Until 1898 Transcaspia was part of the Governor-Generalship of the Caucasus and administered from Tiflis, but in that year it was made an Oblast of Russian Turkestan and governed from Tashkent. Nevertheless, Turkestan remained an isolated colonial outpost, with an administration that preserved many distinctive features from the previous Islamic regimes, including Qadis' courts and a 'native' administration that devolved much power to local 'Aksakals' (Elders). In 1897 the Transcaspian Railway reached Tashkent, and finally in 1906 a direct rail link with European Russia was opened across the steppe from Orenburg to Tashkent. This led to much larger numbers of Slavic settlers flowing into Turkestan than had hitherto been the case, and their settlement was overseen by a specially created Migration Department in St. Petersburg (Переселенческое Управление). This caused considerable discontent amongst the local Turkmen population, as mainly Russian-populated cities such as Ashgabat appeared. The best-known Military Governor to have ruled the region from Ashkhabad was probably General Kuropatkin, whose authoritarian methods and personal style of governance made the province very difficult for his successors to control and led to a revolt in 1916. Consequently, the administration of Transcaspia became a byword for corruption and brutality within Russian Turkestan, as Russian administrators turned their districts into petty fiefdoms and extorted money from the local population. In 1908 Count Konstantin Konstantinovich Pahlen led a reforming commission to Turkestan which produced a monumental report detailing these abuses of power, administrative corruption and inefficiency. Revolution and civil war Following the October Revolution of 1917 in Russia, Ashgabat became a base for anti-Bolshevik counter-revolutionaries, who soon came under attack from the Tashkent Soviet. The Communists succeeded in taking control of Ashkhabad in the summer of 1918, forming a Soviet. In response, Junaid Khan and forces loyal to the Czarist government joined together to drive out the Communists. In July 1919, these anti-Communist allies established the independent state of Transcaspia. A small British force, led by General Wilfrid Malleson, from Meshed (Persia) occupied Ashgabat and parts of southern Turkmenistan until 1919. It is alleged that 26 Baku Commissars were gunned down by British forces or their Transcaspian allies. The region was one of the last centres of Basmachi resistance to Bolshevik rule, with the last of the rebellious Turkoman fleeing across the border to Afghanistan and Iran in 1922–23. Soviet Union On 27 October 1924, the Turkestan ASSR was dissolved. In accordance with the decree of the Central Executive Committee of the USSR and the Turkmen SSR, it became one of the republics of the Soviet Union. At this time the modern borders of Turkmenistan were formed. The Turkmen Government renamed Ashgabat into Poltoratsk after a local revolutionary, however the name "Ashgabat" was restored in 1927. In February 1925, the Turkmenistan Communist Party held its first Congress in Ashkhabad. From this period onward the city experienced rapid growth and industrialisation, although it was severely disrupted by the October 1948 Ashgabat earthquake. With an estimated surface wave magnitude of 7.3, the earthquake killed 10,000–110,000. According to other local sources, two-thirds of a population of 176,000 inhabitants perished. In the 1950s, the 1,375 kilometre long Qaraqum Canal was built. Draining the Amu-Darya river, it enabled huge areas to be opened for cotton production. It also greatly diminished the inflow of water to the Aral Sea, resulting in an ecological catastrophe. Turkmenistan was not among the most economically developed Soviet republics, with a largely agrarian economy. This is despite exploration and exploitation of enormous oil and gas resources – discovery of 62 trillion cubic feet Dawletabad gas field in the 1960s became the largest gas field find in the world outside Russia and Middle East. Independence and Turkmenbashi Turkmenistan became independent on October 27, 1991, amidst the dissolution of the Soviet Union (commemorated annually). The former head of Turkmenistan's Communist Party at the time of independence, Saparmurat Niyazov, was elected president of the newly independent nation in an uncontested election. At the 25th Congress of the Communist Party of Turkmenistan in the autumn of 1991, the party decided to dissolve itself, a process that continued into 1992. In its place, the Turkmenistan Democratic Party (TDP) was organized, and on December 16, 1991, Saparmurat Niyazov, who was elected President of Turkmenistan in October 1990, signed a decree officially conferring TDP membership on former TCP members. The authoritarian Niyazov, who has assumed the title of "Turkmenbashi", or "Leader of all Turkmen", was accused of developing a totalitarian cult of personality. His opus, the Ruhnama, was made a mandatory reading in Turkmenistan's schools and months of the calendar were renamed after members of his family. Opposition parties are banned in Turkmenistan and the government controls all sources of information. In December 1999, Turkmenistan's constitution was amended to allow Niyazov to serve as president for life. Niyazov was the main proponent of Turkmenistan's constitutional neutrality. Under this policy, Turkmenistan does not participate in any military alliance and does not contribute to United Nations monitoring forces. This in fact means an internal isolation of Turkmenistan from world politics. In late 2004, Niyazov met with former Canadian Prime Minister Jean Chrétien to discuss an oil contract in Turkmenistan for a Canadian corporation. In March 2005, news of this meeting caused an uproar amongst opposition circles in Canada, who claimed the affair could damage Chrétien's legacy. In 2005, Niyazov announced that his country would downgrade its links with the Commonwealth of Independent States, a loose alliance of post-Soviet states. He furthermore promised free and fair elections by 2010 in a move that surprised many Western observers. Death of Niyazov Niyazov acknowledged having heart disease in November 2006. On December 21, 2006, Niyazov died unexpectedly, leaving no heir-apparent and an unclear line of succession. A former deputy prime minister rumored to be the illegitimate son of Niyazov, Gurbanguly Berdimuhamedow, became acting president. Under the constitution the Chairman of the People's Council, Öwezgeldi Ataýew, should have succeeded to the post. Ataýew was accused of crimes and removed from office. Since 2006 In an election on February 11, 2007, Gurbanguly Berdimuhamedow was elected president with 89% of the vote and 95% turnout, although the election was condemned by outside observers. Following his election, Berdimuhamedow moved to reduce foreign isolation and reversed some of Niyazov's more egocentric and damaging policies. Internet cafes offering free and uncensored Web access opened in Ashgabat, compulsory education was extended from nine to ten years and classes in sports and foreign languages were re-introduced into the curriculum, and the government announced plans to open several specialized schools for the arts. President Berdimuhamedow has called for reform of education, health care and pension systems, and government officials of non-Turkmen ethnic origin who had been sacked by Niyazov have returned to work. President Berdimuhamedow began to reduce the personality cult surrounding Niyazov and the office of the president. He called for an end to the elaborate pageants of music and dancing that formerly greeted the president on his arrival anywhere, and said that the Turkmen "sacred oath", part of which states that the speaker's tongue should shrivel if he ever speaks ill of Turkmenistan or its president, should not be recited multiple times a day but reserved for "special occasions." Previously the oath was recited at the beginning and end of TV news reports, by students at the beginning of the school day, and at the beginning of virtually all meetings of any official nature that took place in the country. However, Berdimuhamedow is criticized for building a personality cult of his own (albeit a modest one compared to his predecessor's). For example, he is the only person whose first name is used in government press releases; other officials always have their first names abbreviated to a single letter. He is also sometimes called the "Turkmen leader" by his country's press. Additionally, while his regime is somewhat less heavy-handed than Niyazov's, it is still rigidly authoritarian. On March 19, 2007, Berdimuhamedow reversed one of Niyazov's most unpopular decrees by giving pensions back to 100,000 elderly people whose pensions Niyazov had slashed in the face of an unspecified budget crisis. On March 20, in a decision of significant symbolic weight in the ongoing rejection of Niyazov's personality cult, he abolished the power of the president to rename any landmarks, institutions, or cities. On March 31, 2007, the 20th Congress of the Halk Maslahaty began in the city of Mary. New laws relating to agricultural efficiency were passed, and it was decreed that school teachers' wages would soon rise by 40%. On May 12, Russia and Turkmenistan announced that they had reached an agreement to build a new natural gas pipeline from Turkmenistan to Russia, via Kazakhstan. This has led to speculation that the European Union will become more energy-dependent on Russia, which buys Turkmen gas at below-market prices, and that as a result Russia's political influence in Eastern Europe may increase. On May 16, in what was described as one of his boldest moves up to that time, Berdimuhamedow sacked a high-ranking security official who had been instrumental in building and maintaining the late president Niyazov's extensive cult of personality. According to official Turkmen news media, Akmyrat Rejepow, the head of the presidential security service, was removed from office by presidential decree and transferred to "another job." The nature of this job was not specified. On June 14, Berdimuhamedow re-opened the Turkmen Academy of Sciences, which had been shut down by his predecessor. According to reports, as of June 25 Berdimuhamedow had also ordered the closure of the International Fund of Saparmurat Niyazov, the former Turkmenbashi's personal private fund, and stated his intent to begin a series of reforms in the military. Berdimuhamedow celebrated his 50th birthday on June 29, 2007. He was awarded the Watan Order (Order of the Motherland) for his "outstanding achievements" – a gold and diamond pendant weighing about 1 kilogram. The President also published his biography and held a gala birthday celebration. The government also issued 400 gold and silver coins decorated with the president's portrait. In 2008, Berdimuhamedow restored the traditional names of the months and days of the week (Niyazov had renamed them after himself and his mother, among other things), and announced plans to move the infamous gold rotating statue of Niyazov from Ashgabat's central square. He has not, however, moved toward Western-style democracy. In September 2008, a new constitution was accepted by the People's Council. Parliamentary elections under this new constitution were held on December 14, 2008. In December 2008, Berdimuhamedow announced changes to the national anthem, which involved removing the repeated references to former President Niyazov. The new version was to take effect on December 21, the second anniversary of Niyazov's death. In February 2017, president Gurbanguly Berdymukhamedov was re-elected for a third term in office, after receiving 97.69 percent of all votes according to official results, following a tightly controlled and largely ceremonial election. He continued to rule as authoritarian strongman. See also Dissolution of the Soviet Union History of Asia History of Central Asia History of the Soviet Union Human rights in Turkmenistan Magtymguly Pyragy Merv Politics of Turkmenistan President of Turkmenistan Ruhnama Soviet Central Asia Indo-Aryan migration hypothesis Turkic migration Notes Literary sources Turkmen History (reprint, edited by Kathleen Hopkirk with foreword and afterword by William Dalrymple) , 565p. The timeline of the Great Game is available online. Turkmenistan Embassy History of Turkmenistan History of Central Asia
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