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Manga (US: /ˈmɑːŋɡə/, UK: /ˈmæŋɡə/; Japanese: 漫画 [maɲga]) are comics or graphic novels originating from Japan. Most manga conform to a style developed in Japan in the late 19th century,[1] though the art form has a long prehistory in earlier Japanese art.[2] The term manga (katakana: マンガ; hiragana: まんが) is used in Japan to refer to both comics and cartooning. Outside Japan, the word is typically used to refer to comics originally published in the country.[3]
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In Japan, people of all ages read manga. The medium includes works in a broad range of genres: action, adventure, business and commerce, comedy, detective, drama, historical, horror, mystery, romance, science fiction and fantasy, erotica (hentai), sports and games, and suspense, among others.[4][5] Many manga are translated into other languages.[6] Since the 1950s, manga has become an increasingly major part of the Japanese publishing industry.[7] By 1995, the manga market in Japan was valued at ¥586.4 billion ($6–7 billion),[8] with annual sales of 1.9 billion manga books and manga magazines in Japan (equivalent to 15 issues per person).[9] Manga have also gained a significant worldwide audience.[10] In 2008, in the U.S. and Canada, the manga market was valued at $175 million. Manga represented 38% of the French comics market in 2005[update], equivalent to approximately ten times that of the United States,[11] and was valued at about €460 million ($569 million).[12] In Europe and the Middle East, the market was valued at $250 million in 2012.[13]
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Manga stories are typically printed in black-and-white—due to time constraints, artistic reasons (as coloring could lessen the impact of the artwork)[14] and to keep printing costs low[15]—although some full-color manga exist (e.g., Colorful). In Japan, manga are usually serialized in large manga magazines, often containing many stories, each presented in a single episode to be continued in the next issue. Collected chapters are usually republished in tankōbon volumes, frequently but not exclusively paperback books.[16] A manga artist (mangaka in Japanese) typically works with a few assistants in a small studio and is associated with a creative editor from a commercial publishing company.[17] If a manga series is popular enough, it may be animated after or during its run.[18] Sometimes, manga are based on previous live-action or animated films.[19]
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Manga-influenced comics, among original works, exist in other parts of the world, particularly in Algeria ("DZ-manga"), China, Hong Kong, Taiwan ("manhua"), and South Korea ("manhwa").[20][21]
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The word "manga" comes from the Japanese word 漫画,[22] composed of the two kanji 漫 (man) meaning "whimsical or impromptu" and 画 (ga) meaning "pictures".[23] The same term is the root of the Korean word for comics, "manhwa", and the Chinese word "manhua".[24]
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The word first came into common usage in the late 18th century[25] with the publication of such works as Santō Kyōden's picturebook Shiji no yukikai (1798),[26][27] and in the early 19th century with such works as Aikawa Minwa's Manga hyakujo (1814) and the celebrated Hokusai Manga books (1814–1834)[28] containing assorted drawings from the sketchbooks of the famous ukiyo-e artist Hokusai.[29] Rakuten Kitazawa (1876–1955) first used the word "manga" in the modern sense.[30]
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In Japanese, "manga" refers to all kinds of cartooning, comics, and animation. Among English speakers, "manga" has the stricter meaning of "Japanese comics", in parallel to the usage of "anime" in and outside Japan. The term "ani-manga" is used to describe comics produced from animation cels.[31]
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The history of manga is said to originate from scrolls dating back to the 12th century, and it is believed they represent the basis for the right-to-left reading style. During the Edo period (1603–1867), Toba Ehon embedded the concept of manga.[32] The word itself first came into common usage in 1798,[25] with the publication of works such as Santō Kyōden's picturebook Shiji no yukikai (1798),[26][27] and in the early 19th century with such works as Aikawa Minwa's Manga hyakujo (1814) and the Hokusai Manga books (1814–1834).[29][33] Adam L. Kern has suggested that kibyoshi, picture books from the late 18th century, may have been the world's first comic books. These graphical narratives share with modern manga humorous, satirical, and romantic themes.[34] Some works were mass-produced as serials using woodblock printing.[9]
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Writers on manga history have described two broad and complementary processes shaping modern manga. One view represented by other writers such as Frederik L. Schodt, Kinko Ito, and Adam L. Kern, stress continuity of Japanese cultural and aesthetic traditions, including pre-war, Meiji, and pre-Meiji culture and art.[35] The other view, emphasizes events occurring during and after the Allied occupation of Japan (1945–1952), and stresses U.S. cultural influences, including U.S. comics (brought to Japan by the GIs) and images and themes from U.S. television, film, and cartoons (especially Disney).[36]
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Regardless of its source, an explosion of artistic creativity occurred in the post-war period,[37] involving manga artists such as Osamu Tezuka (Astro Boy) and Machiko Hasegawa (Sazae-san). Astro Boy quickly became (and remains) immensely popular in Japan and elsewhere,[38] and the anime adaptation of Sazae-san drawing more viewers than any other anime on Japanese television in 2011.[32] Tezuka and Hasegawa both made stylistic innovations. In Tezuka's "cinematographic" technique, the panels are like a motion picture that reveals details of action bordering on slow motion as well as rapid zooms from distance to close-up shots. This kind of visual dynamism was widely adopted by later manga artists.[39] Hasegawa's focus on daily life and on women's experience also came to characterize later shōjo manga.[40] Between 1950 and 1969, an increasingly large readership for manga emerged in Japan with the solidification of its two main marketing genres, shōnen manga aimed at boys and shōjo manga aimed at girls.[41]
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In 1969 a group of female manga artists (later called the Year 24 Group, also known as Magnificent 24s) made their shōjo manga debut ("year 24" comes from the Japanese name for the year 1949, the birth-year of many of these artists).[42] The group included Moto Hagio, Riyoko Ikeda, Yumiko Ōshima, Keiko Takemiya, and Ryoko Yamagishi.[16] Thereafter, primarily female manga artists would draw shōjo for a readership of girls and young women.[43] In the following decades (1975–present), shōjo manga continued to develop stylistically while simultaneously evolving different but overlapping subgenres.[44] Major subgenres include romance, superheroines, and "Ladies Comics" (in Japanese, redisu レディース, redikomi レディコミ, and josei 女性).[45]
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Modern shōjo manga romance features love as a major theme set into emotionally intense narratives of self-realization.[46] With the superheroines, shōjo manga saw releases such as Pink Hanamori's Mermaid Melody Pichi Pichi Pitch Reiko Yoshida's Tokyo Mew Mew, And, Naoko Takeuchi's Pretty Soldier Sailor Moon, which became internationally popular in both manga and anime formats.[47] Groups (or sentais) of girls working together have also been popular within this genre. Like Lucia, Hanon, and Rina singing together, and Sailor Moon, Sailor Mercury, Sailor Mars, Sailor Jupiter, and Sailor Venus working together.[48]
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Manga for male readers sub-divides according to the age of its intended readership: boys up to 18 years old (shōnen manga) and young men 18 to 30 years old (seinen manga);[49] as well as by content, including action-adventure often involving male heroes, slapstick humor, themes of honor, and sometimes explicit sex.[50] The Japanese use different kanji for two closely allied meanings of "seinen"—青年 for "youth, young man" and 成年 for "adult, majority"—the second referring to pornographic manga aimed at grown men and also called seijin ("adult" 成人) manga.[51] Shōnen, seinen, and seijin manga share a number of features in common.
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Boys and young men became some of the earliest readers of manga after World War II. From the 1950s on, shōnen manga focused on topics thought to interest the archetypal boy, including subjects like robots, space-travel, and heroic action-adventure.[52] Popular themes include science fiction, technology, sports, and supernatural settings. Manga with solitary costumed superheroes like Superman, Batman, and Spider-Man generally did not become as popular.[53]
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The role of girls and women in manga produced for male readers has evolved considerably over time to include those featuring single pretty girls (bishōjo)[54] such as Belldandy from Oh My Goddess!, stories where such girls and women surround the hero, as in Negima and Hanaukyo Maid Team, or groups of heavily armed female warriors (sentō bishōjo)[55]
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With the relaxation of censorship in Japan in the 1990s, an assortment of explicit sexual material appeared in manga intended for male readers, and correspondingly continued into the English translations.[56] In 2010, the Tokyo Metropolitan Government considered a bill to restrict minors' access to such content.[57][needs update]
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The gekiga style of storytelling—thematically somber, adult-oriented, and sometimes deeply violent—focuses on the day-in, day-out grim realities of life, often drawn in a gritty and unvarnished fashion.[58][59] Gekiga such as Sampei Shirato's 1959–1962 Chronicles of a Ninja's Military Accomplishments (Ninja Bugeichō) arose in the late 1950s and 1960s partly from left-wing student and working-class political activism,[60] and partly from the aesthetic dissatisfaction of young manga artists like Yoshihiro Tatsumi with existing manga.[61]
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In Japan, manga constituted an annual 40.6 billion yen (approximately US$395 million) publication-industry by 2007.[63] In 2006 sales of manga books made up for about 27% of total book-sales, and sale of manga magazines, for 20% of total magazine-sales.[64] The manga industry has expanded worldwide, where distribution companies license and reprint manga into their native languages.
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Marketeers primarily classify manga by the age and gender of the target readership.[65] In particular, books and magazines sold to boys (shōnen) and girls (shōjo) have distinctive cover-art, and most bookstores place them on different shelves. Due to cross-readership, consumer response is not limited by demographics. For example, male readers may subscribe to a series intended for female readers, and so on. Japan has manga cafés, or manga kissa (kissa is an abbreviation of kissaten). At a manga kissa, people drink coffee, read manga and sometimes stay overnight.
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The Kyoto International Manga Museum maintains a very large website listing manga published in Japanese.[66]
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Manga magazines usually have many series running concurrently with approximately 20–40 pages allocated to each series per issue. Other magazines such as the anime fandom magazine Newtype featured single chapters within their monthly periodicals. Other magazines like Nakayoshi feature many stories written by many different artists; these magazines, or "anthology magazines", as they are also known (colloquially "phone books"), are usually printed on low-quality newsprint and can be anywhere from 200 to more than 850 pages thick. Manga magazines also contain one-shot comics and various four-panel yonkoma (equivalent to comic strips). Manga series can run for many years if they are successful. Manga artists sometimes start out with a few "one-shot" manga projects just to try to get their name out. If these are successful and receive good reviews, they are continued. Magazines often have a short life.[67]
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After a series has run for a while, publishers often collect the episodes together and print them in dedicated book-sized volumes, called tankōbon. These can be hardcover, or more usually softcover books, and are the equivalent of U.S. trade paperbacks or graphic novels. These volumes often use higher-quality paper, and are useful to those who want to "catch up" with a series so they can follow it in the magazines or if they find the cost of the weeklies or monthlies to be prohibitive. "Deluxe" versions have also been printed as readers have gotten older and the need for something special grew. Old manga have also been reprinted using somewhat lesser quality paper and sold for 100 yen (about $1 U.S. dollar) each to compete with the used book market.
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Kanagaki Robun and Kawanabe Kyōsai created the first manga magazine in 1874: Eshinbun Nipponchi. The magazine was heavily influenced by Japan Punch, founded in 1862 by Charles Wirgman, a British cartoonist. Eshinbun Nipponchi had a very simple style of drawings and did not become popular with many people. Eshinbun Nipponchi ended after three issues. The magazine Kisho Shimbun in 1875 was inspired by Eshinbun Nipponchi, which was followed by Marumaru Chinbun in 1877, and then Garakuta Chinpo in 1879.[68] Shōnen Sekai was the first shōnen magazine created in 1895 by Iwaya Sazanami, a famous writer of Japanese children's literature back then. Shōnen Sekai had a strong focus on the First Sino-Japanese War.[69]
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In 1905 the manga-magazine publishing boom started with the Russo-Japanese War,[70] Tokyo Pakku was created and became a huge hit.[71] After Tokyo Pakku in 1905, a female version of Shōnen Sekai was created and named Shōjo Sekai, considered the first shōjo magazine.[72] Shōnen Pakku was made and is considered the first children's manga magazine. The children's demographic was in an early stage of development in the Meiji period. Shōnen Pakku was influenced from foreign children's magazines such as Puck which an employee of Jitsugyō no Nihon (publisher of the magazine) saw and decided to emulate. In 1924, Kodomo Pakku was launched as another children's manga magazine after Shōnen Pakku.[71] During the boom, Poten (derived from the French "potin") was published in 1908. All the pages were in full color with influences from Tokyo Pakku and Osaka Puck. It is unknown if there were any more issues besides the first one.[70] Kodomo Pakku was launched May 1924 by Tokyosha and featured high-quality art by many members of the manga artistry like Takei Takeo, Takehisa Yumeji and Aso Yutaka. Some of the manga featured speech balloons, where other manga from the previous eras did not use speech balloons and were silent.[71]
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Published from May 1935 to January 1941, Manga no Kuni coincided with the period of the Second Sino-Japanese War (1937–1945). Manga no Kuni featured information on becoming a mangaka and on other comics industries around the world. Manga no Kuni handed its title to Sashie Manga Kenkyū in August 1940.[73]
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Dōjinshi, produced by small publishers outside of the mainstream commercial market, resemble in their publishing small-press independently published comic books in the United States. Comiket, the largest comic book convention in the world with around 500,000 visitors gathering over three days, is devoted to dōjinshi. While they most often contain original stories, many are parodies of or include characters from popular manga and anime series. Some dōjinshi continue with a series' story or write an entirely new one using its characters, much like fan fiction. In 2007, dōjinshi sales amounted to 27.73 billion yen (US$245 million).[63] In 2006 they represented about a tenth of manga books and magazines sales.[64]
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Thanks to the advent of the internet, there have been new ways for aspiring mangaka to upload and sell their manga online. Before, there were two main ways in which a mangaka's work could be published: taking their manga drawn on paper to a publisher themselves, or submitting their work to competitions run by magazines.[74]
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In recent years, there has been a rise in manga released digitally. Web manga, as it's known in Japan, has a seen an increase thanks in part to image hosting websites where anyone can upload pages from their works for free. Although released digitally, almost all web manga stick to the conventional black-and-white format despite some never getting physical publications. Pixiv is the most popular site where a host of amateur and professional works get published on the site. It has grown to be the most visited site for artwork in Japan.[75] Twitter has also become a popular place for web manga with many artists releasing pages weekly on their accounts in the hopes of their works getting picked up or published professionally. One of the best examples of an amateur work becoming professional is One-Punch Man which was released online and later got a professional remake released digitally and an anime adaptation soon there after.[76]
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Many of the big print publishers have also released digital only magazines and websites where web manga get published alongside their serialized magazines. Shogakukan for instance has two websites, Sunday Webry and Ura Sunday, that release weekly chapters for web manga and even offer contests for mangaka to submit their work. Both Sunday Webry and Ura Sunday have become one of the top web manga sites in Japan.[77][78] Some have even released apps that teach how to draw professional manga and learn how to create them. Weekly Shōnen Jump released Jump Paint, an app that guides users on how to make their own manga from making storyboards to digitally inking lines. It also offers more than 120 types of pen tips and more than 1,000 screentones for artists to practice.[74] Kodansha has also used the popularity of web manga to launch more series and also offer better distribution of their officially translated works under Kodansha Comics thanks in part to the titles being released digitally first before being published physically.[79]
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The rise web manga has also been credited to smartphones and computers as more and more readers read manga on their phones rather than from a print publication. While paper manga has seen a decrease overtime, digital manga have been growing in sales each year. The Research Institute for Publications reports that sales of digital manga books excluding magazines jumped 27.1 percent to ¥146 billion in 2016 from the year before while sales of paper manga saw a record year-on-year decline of 7.4 percent to ¥194.7 billion. They have also said that if the digital and paper keep the same growth and drop rates, web manga will exceed their paper counterparts.[80]
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While webtoons have caught on in popularity as a new medium for comics in Asia, Japan has been slow to adopt webtoons as the traditional format and print publication still dominate the way manga is created and consumed. Despite this, one of the biggest webtoon publishers in the world, Comico, has had success in the traditional Japanese manga market. Comico was launched by NHN Japan, the Japanese subsidiary of Korean company, NHN Entertainment. As of now, there are only two webtoon publishers that publish Japanese webtoons: Comico and Naver Webtoon (under the name XOY in Japan). Kakao has also had success by offering licensed manga and translated Korean webtoons with their service Piccoma. All three companies credit their success to the webtoon pay model where users can purchase each chapter individually instead of having to buy the whole book while also offering some chapters for free for a period of time allowing anyone to read a whole series for free if they wait long enough.[81] The added benefit of having all of their titles in color and some with special animations and effects have also helped them succeed. Some popular Japanese webtoons have also gotten anime adaptations and print releases, the most notable being ReLIFE and Recovery of an MMO Junkie.[82][83]
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By 2007, the influence of manga on international comics had grown considerably over the past two decades.[84] "Influence" is used here to refer to effects on the comics markets outside Japan and to aesthetic effects on comics artists internationally.
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Traditionally, manga stories flow from top to bottom and from right to left. Some publishers of translated manga keep to this original format. Other publishers mirror the pages horizontally before printing the translation, changing the reading direction to a more "Western" left to right, so as not to confuse foreign readers or traditional comics-consumers. This practice is known as "flipping".[85] For the most part, criticism suggests that flipping goes against the original intentions of the creator (for example, if a person wears a shirt that reads "MAY" on it, and gets flipped, then the word is altered to "YAM"), who may be ignorant of how awkward it is to read comics when the eyes must flow through the pages and text in opposite directions, resulting in an experience that's quite distinct from reading something that flows homogeneously. If the translation is not adapted to the flipped artwork carefully enough it is also possible for the text to go against the picture, such as a person referring to something on their left in the text while pointing to their right in the graphic. Characters shown writing with their right hands, the majority of them, would become left-handed when a series is flipped. Flipping may also cause oddities with familiar asymmetrical objects or layouts, such as a car being depicted with the gas pedal on the left and the brake on the right, or a shirt with the buttons on the wrong side, but these issues are minor when compared to the unnatural reading flow, and some of them could be solved with an adaptation work that goes beyond just translation and blind flipping.[86]
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Manga has influenced European cartooning in a way that is somewhat different from in the U.S. Broadcast anime in France and Italy opened the European market to manga during the 1970s.[87] French art has borrowed from Japan since the 19th century (Japonism)[88] and has its own highly developed tradition of bande dessinée cartooning.[89] In France, beginning in the mid-1990s,[90] manga has proven very popular to a wide readership, accounting for about one-third of comics sales in France since 2004.[91] According to the Japan External Trade Organization, sales of manga reached $212.6 million within France and Germany alone in 2006.[87] France represents about 50% of the European market and is the second worldwide market, behind Japan.[13] In 2013, there were 41 publishers of manga in France and, together with other Asian comics, manga represented around 40% of new comics releases in the country,[92] surpassing Franco-Belgian comics for the first time.[93] European publishers marketing manga translated into French include Asuka, Casterman, Glénat, Kana, and Pika Édition, among others.[citation needed] European publishers also translate manga into Dutch, German, Italian, and other languages. In 2007, about 70% of all comics sold in Germany were manga.[94]
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Manga publishers based in the United Kingdom include Gollancz and Titan Books.[citation needed] Manga publishers from the United States have a strong marketing presence in the United Kingdom: for example, the Tanoshimi line from Random House.[citation needed]
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Manga made their way only gradually into U.S. markets, first in association with anime and then independently.[95] Some U.S. fans became aware of manga in the 1970s and early 1980s.[96] However, anime was initially more accessible than manga to U.S. fans,[97] many of whom were college-age young people who found it easier to obtain, subtitle, and exhibit video tapes of anime than translate, reproduce, and distribute tankōbon-style manga books.[98] One of the first manga translated into English and marketed in the U.S. was Keiji Nakazawa's Barefoot Gen, an autobiographical story of the atomic bombing of Hiroshima issued by Leonard Rifas and Educomics (1980–1982).[99] More manga were translated between the mid-1980s and 1990s, including Golgo 13 in 1986, Lone Wolf and Cub from First Comics in 1987, and Kamui, Area 88, and Mai the Psychic Girl, also in 1987 and all from Viz Media-Eclipse Comics.[100] Others soon followed, including Akira from Marvel Comics' Epic Comics imprint, Nausicaä of the Valley of the Wind from Viz Media, and Appleseed from Eclipse Comics in 1988, and later Iczer-1 (Antarctic Press, 1994) and Ippongi Bang's F-111 Bandit (Antarctic Press, 1995).
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In the 1980s to the mid-1990s, Japanese animation, like Akira, Dragon Ball, Neon Genesis Evangelion, and Pokémon, made a bigger impact on the fan experience and in the market than manga.[101] Matters changed when translator-entrepreneur Toren Smith founded Studio Proteus in 1986. Smith and Studio Proteus acted as an agent and translator of many Japanese manga, including Masamune Shirow's Appleseed and Kōsuke Fujishima's Oh My Goddess!, for Dark Horse and Eros Comix, eliminating the need for these publishers to seek their own contacts in Japan.[102]
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Simultaneously, the Japanese publisher Shogakukan opened a U.S. market initiative with their U.S. subsidiary Viz, enabling Viz to draw directly on Shogakukan's catalogue and translation skills.[85]
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Japanese publishers began pursuing a U.S. market in the mid-1990s due to a stagnation in the domestic market for manga.[103] The U.S. manga market took an upturn with mid-1990s anime and manga versions of Masamune Shirow's Ghost in the Shell (translated by Frederik L. Schodt and Toren Smith) becoming very popular among fans.[104] An extremely successful manga and anime translated and dubbed in English in the mid-1990s was Sailor Moon.[105] By 1995–1998, the Sailor Moon manga had been exported to over 23 countries, including China, Brazil, Mexico, Australia, North America and most of Europe.[106] In 1997, Mixx Entertainment began publishing Sailor Moon, along with CLAMP's Magic Knight Rayearth, Hitoshi Iwaaki's Parasyte and Tsutomu Takahashi's Ice Blade in the monthly manga magazine MixxZine. Mixx Entertainment, later renamed Tokyopop, also published manga in trade paperbacks and, like Viz, began aggressive marketing of manga to both young male and young female demographics.[107]
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During this period, Dark Horse Manga was a major publisher of translated manga. In addition to Oh My Goddess!, the company published Akira, Astro Boy, Berserk, Blade of the Immortal, Ghost in the Shell, Lone Wolf and Cub, Yasuhiro Nightow's Trigun and Blood Blockade Battlefront, Gantz, Kouta Hirano's Hellsing and Drifters, Blood+, Multiple Personality Detective Psycho, FLCL, Mob Psycho 100, and Oreimo. The company received 13 Eisner Award nominations for its manga titles, and three of the four manga creators admitted to The Will Eisner Award Hall of Fame — Osamu Tezuka, Kazuo Koike, and Goseki Kojima — were published in Dark Horse translations.[108]
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In the following years, manga became increasingly popular, and new publishers entered the field while the established publishers greatly expanded their catalogues.[109] The Pokémon manga Electric Tale of Pikachu issue #1 sold over 1 million copies in the United States, making it the best-selling single comic book in the United States since 1993.[110] By 2008, the U.S. and Canadian manga market generated $175 million in annual sales.[111] Simultaneously, mainstream U.S. media began to discuss manga, with articles in The New York Times, Time magazine, The Wall Street Journal, and Wired magazine.[112] As of 2017, manga distributor Viz Media is the largest publisher of graphic novels and comic books in the United States, with a 23% share of the market.[113] BookScan sales show that manga is one of the fastest-growing areas of the comic book and narrative fiction markets. From January 2019 to May 2019, the manga market grew 16%, compared to the overall comic book market's 5% growth. The NPD Group noted that, compared to other comic book readers, manga readers are younger (76% under 30) and more diverse, including a higher female readership (16% higher than other comic books).[114]
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A number of artists in the United States have drawn comics and cartoons influenced by manga. As an early example, Vernon Grant drew manga-influenced comics while living in Japan in the late 1960s and early 1970s.[115] Others include Frank Miller's mid-1980s Ronin, Adam Warren and Toren Smith's 1988 The Dirty Pair,[116] Ben Dunn's 1987 Ninja High School and Manga Shi 2000 from Crusade Comics (1997).
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By the 21st century several U.S. manga publishers had begun to produce work by U.S. artists under the broad marketing-label of manga.[117] In 2002 I.C. Entertainment, formerly Studio Ironcat and now out of business, launched a series of manga by U.S. artists called Amerimanga.[118] In 2004 eigoMANGA launched the Rumble Pak and Sakura Pakk anthology series. Seven Seas Entertainment followed suit with World Manga.[119] Simultaneously, TokyoPop introduced original English-language manga (OEL manga) later renamed Global Manga.[120]
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Francophone artists have also developed their own versions of manga (manfra), like Frédéric Boilet's la nouvelle manga. Boilet has worked in France and in Japan, sometimes collaborating with Japanese artists.[121]
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The Japanese manga industry grants a large number of awards, mostly sponsored by publishers, with the winning prize usually including publication of the winning stories in magazines released by the sponsoring publisher. Examples of these awards include:
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The Japanese Ministry of Foreign Affairs has awarded the International Manga Award annually since May 2007.[122]
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Kyoto Seika University in Japan has offered a highly competitive course in manga since 2000.[123][124] Then, several established universities and vocational schools (専門学校: Semmon gakkou) established a training curriculum.
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Shuho Sato, who wrote Umizaru and Say Hello to Black Jack, has created some controversy on Twitter. Sato says, "Manga school is meaningless because those schools have very low success rates. Then, I could teach novices required skills on the job in three months. Meanwhile, those school students spend several million yen, and four years, yet they are good for nothing." and that, "For instance, Keiko Takemiya, the then professor of Seika Univ., remarked in the Government Council that 'A complete novice will be able to understand where is "Tachikiri" (i.e., margin section) during four years.' On the other hand, I would imagine that, It takes about thirty minutes to completely understand that at work."[125]
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+
Manganese is a chemical element with the symbol Mn and atomic number 25. It is not found as a free element in nature[not verified in body]; it is often found in minerals in combination with iron. Manganese is a transition metal with a multifaceted array of industrial alloy uses, particularly in stainless steels.
|
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|
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+
Historically, manganese is named for pyrolusite and other black minerals from the region of Magnesia in Greece, which also gave its name to magnesium and the iron ore magnetite. By the mid-18th century, Swedish-German chemist Carl Wilhelm Scheele had used pyrolusite to produce chlorine. Scheele and others were aware that pyrolusite (now known to be manganese dioxide) contained a new element, but they were unable to isolate it. Johan Gottlieb Gahn was the first to isolate an impure sample of manganese metal in 1774, which he did by reducing the dioxide with carbon.
|
4 |
+
|
5 |
+
Manganese phosphating is used for rust and corrosion prevention on steel. Ionized manganese is used industrially as pigments of various colors, which depend on the oxidation state of the ions. The permanganates of alkali and alkaline earth metals are powerful oxidizers. Manganese dioxide is used as the cathode (electron acceptor) material in zinc-carbon and alkaline batteries.
|
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+
|
7 |
+
In biology, manganese(II) ions function as cofactors for a large variety of enzymes with many functions.[3] Manganese enzymes are particularly essential in detoxification of superoxide free radicals in organisms that must deal with elemental oxygen. Manganese also functions in the oxygen-evolving complex of photosynthetic plants. While the element is a required trace mineral for all known living organisms, it also acts as a neurotoxin in larger amounts. Especially through inhalation, it can cause manganism, a condition in mammals leading to neurological damage that is sometimes irreversible.
|
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|
9 |
+
Manganese is a silvery-gray metal that resembles iron. It is hard and very brittle, difficult to fuse, but easy to oxidize.[4] Manganese metal and its common ions are paramagnetic.[5] Manganese tarnishes slowly in air and oxidizes ("rusts") like iron in water containing dissolved oxygen.
|
10 |
+
|
11 |
+
Naturally occurring manganese is composed of one stable isotope, 55Mn. Several radioisotopes have been isolated and described, ranging in atomic weight from 44 u (44Mn) to 69 u (69Mn). The most stable are 53Mn with a half-life of 3.7 million years, 54Mn with a half-life of 312.2 days, and 52Mn with a half-life of 5.591 days. All of the remaining radioactive isotopes have half-lives of less than three hours, and the majority of less than one minute. The primary decay mode before the most abundant stable isotope, 55Mn, is electron capture and the primary mode after is beta decay.[6] Manganese also has three meta states.[6]
|
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+
|
13 |
+
Manganese is part of the iron group of elements, which are thought to be synthesized in large stars shortly before the supernova explosion. 53Mn decays to 53Cr with a half-life of 3.7 million years. Because of its relatively short half-life, 53Mn is relatively rare, produced by cosmic rays impact on iron.[7] Manganese isotopic contents are typically combined with chromium isotopic contents and have found application in isotope geology and radiometric dating. Mn–Cr isotopic ratios reinforce the evidence from 26Al and 107Pd for the early history of the solar system. Variations in 53Cr/52Cr and Mn/Cr ratios from several meteorites suggest an initial 53Mn/55Mn ratio, which indicates that Mn–Cr isotopic composition must result from in situ decay of 53Mn in differentiated planetary bodies. Hence, 53Mn provides additional evidence for nucleosynthetic processes immediately before coalescence of the solar system.
|
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+
|
15 |
+
The most common oxidation states of manganese are +2, +3, +4, +6, and +7, though all oxidation states from −3 to +7 have been observed. Mn2+ often competes with Mg2+ in biological systems. Manganese compounds where manganese is in oxidation state +7, which are mostly restricted to the unstable oxide Mn2O7, compounds of the intensely purple permanganate anion MnO4−, and a few oxyhalides (MnO3F and MnO3Cl), are powerful oxidizing agents.[4] Compounds with oxidation states +5 (blue) and +6 (green) are strong oxidizing agents and are vulnerable to disproportionation.
|
16 |
+
|
17 |
+
The most stable oxidation state for manganese is +2, which has a pale pink color, and many manganese(II) compounds are known, such as manganese(II) sulfate (MnSO4) and manganese(II) chloride (MnCl2). This oxidation state is also seen in the mineral rhodochrosite (manganese(II) carbonate). Manganese(II) most commonly exists with a high spin, S = 5/2 ground state because of the high pairing energy for manganese(II). However, there are a few examples of low-spin, S =1/2 manganese(II).[9][9] There are no spin-allowed d–d transitions in manganese(II), explaining why manganese(II) compounds are typically pale to colorless.[10]
|
18 |
+
|
19 |
+
The +3 oxidation state is known in compounds like manganese(III) acetate, but these are quite powerful oxidizing agents and also prone to disproportionation in solution, forming manganese(II) and manganese(IV). Solid compounds of manganese(III) are characterized by its strong purple-red color and a preference for distorted octahedral coordination resulting from the Jahn-Teller effect.
|
20 |
+
|
21 |
+
The oxidation state +5 can be produced by dissolving manganese dioxide in molten sodium nitrite.[12] Manganate (VI) salts can be produced by dissolving Mn compounds, such as manganese dioxide, in molten alkali while exposed to air. Permanganate (+7 oxidation state) compounds are purple, and can give glass a violet color. Potassium permanganate, sodium permanganate, and barium permanganate are all potent oxidizers. Potassium permanganate, also called Condy's crystals, is a commonly used laboratory reagent because of its oxidizing properties; it is used as a topical medicine (for example, in the treatment of fish diseases). Solutions of potassium permanganate were among the first stains and fixatives to be used in the preparation of biological cells and tissues for electron microscopy.[13]
|
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+
|
23 |
+
The origin of the name manganese is complex. In ancient times, there were two black minerals from the regions of the Magnetes (either Magnesia, located within modern Greece, or Magnesia ad Sipylum, located within modern Turkey).[14]
|
24 |
+
They were both called magnes from their place of origin, but were considered to differ in sex. The male magnes attracted iron, and was the iron ore now known as lodestone or magnetite, and which probably gave us the term magnet. The female magnes ore did not attract iron, but was used to decolorize glass. This female magnes was later called magnesia, known now in modern times as pyrolusite or manganese dioxide.[citation needed] Neither this mineral nor elemental manganese is magnetic. In the 16th century, manganese dioxide was called manganesum (note the two Ns instead of one) by glassmakers, possibly as a corruption and concatenation of two words, since alchemists and glassmakers eventually had to differentiate a magnesia negra (the black ore) from magnesia alba (a white ore, also from Magnesia, also useful in glassmaking). Michele Mercati called magnesia negra manganesa, and finally the metal isolated from it became known as manganese (German: Mangan). The name magnesia eventually was then used to refer only to the white magnesia alba (magnesium oxide), which provided the name magnesium for the free element when it was isolated much later.[15]
|
25 |
+
|
26 |
+
Several colorful oxides of manganese, for example manganese dioxide, are abundant in nature and have been used as pigments since the Stone Age. The cave paintings in Gargas that are 30,000 to 24,000 years old contain manganese pigments.[17]
|
27 |
+
|
28 |
+
Manganese compounds were used by Egyptian and Roman glassmakers, either to add to, or remove color from glass.[18] Use as "glassmakers soap" continued through the Middle Ages until modern times and is evident in 14th-century glass from Venice.[19]
|
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+
|
30 |
+
Because it was used in glassmaking, manganese dioxide was available for experiments by alchemists, the first chemists. Ignatius Gottfried Kaim (1770) and Johann Glauber (17th century) discovered that manganese dioxide could be converted to permanganate, a useful laboratory reagent.[20] By the mid-18th century, the Swedish chemist Carl Wilhelm Scheele used manganese dioxide to produce chlorine. First, hydrochloric acid, or a mixture of dilute sulfuric acid and sodium chloride was made to react with manganese dioxide, and later hydrochloric acid from the Leblanc process was used and the manganese dioxide was recycled by the Weldon process. The production of chlorine and hypochlorite bleaching agents was a large consumer of manganese ores.
|
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+
|
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Scheele and other chemists were aware that manganese dioxide contained a new element, but they were not able to isolate it. Johan Gottlieb Gahn was the first to isolate an impure sample of manganese metal in 1774, by reducing the dioxide with carbon.
|
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+
|
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+
The manganese content of some iron ores used in Greece led to speculations that steel produced from that ore contains additional manganese, making the Spartan steel exceptionally hard.[21] Around the beginning of the 19th century, manganese was used in steelmaking and several patents were granted. In 1816, it was documented that iron alloyed with manganese was harder but not more brittle. In 1837, British academic James Couper noted an association between miners' heavy exposure to manganese with a form of Parkinson's disease.[22] In 1912, United States patents were granted for protecting firearms against rust and corrosion with manganese phosphate electrochemical conversion coatings, and the process has seen widespread use ever since.[23]
|
35 |
+
|
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The invention of the Leclanché cell in 1866 and the subsequent improvement of batteries containing manganese dioxide as cathodic depolarizer increased the demand for manganese dioxide. Until the development of batteries with nickel-cadmium and lithium, most batteries contained manganese. The zinc-carbon battery and the alkaline battery normally use industrially produced manganese dioxide because naturally occurring manganese dioxide contains impurities. In the 20th century, manganese dioxide was widely used as the cathodic for commercial disposable dry batteries of both the standard (zinc-carbon) and alkaline types.[24]
|
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+
|
38 |
+
Manganese comprises about 1000 ppm (0.1%) of the Earth's crust, the 12th most abundant of the crust's elements.[25] Soil contains 7–9000 ppm of manganese with an average of 440 ppm.[25] Seawater has only 10 ppm manganese and the atmosphere contains 0.01 µg/m3.[25] Manganese occurs principally as pyrolusite (MnO2), braunite, (Mn2+Mn3+6)(SiO12),[26] psilomelane (Ba,H2O)2Mn5O10, and to a lesser extent as rhodochrosite (MnCO3).
|
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|
40 |
+
The most important manganese ore is pyrolusite (MnO2). Other economically important manganese ores usually show a close spatial relation to the iron ores.[4] Land-based resources are large but irregularly distributed. About 80% of the known world manganese resources are in South Africa; other important manganese deposits are in Ukraine, Australia, India, China, Gabon and Brazil.[27] According to 1978 estimate, the ocean floor has 500 billion tons of manganese nodules.[28] Attempts to find economically viable methods of harvesting manganese nodules were abandoned in the 1970s.[29] The CIA once used mining manganese nodules on the ocean floor as a cover story for recovering a sunken Soviet submarine.[30]
|
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+
|
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In South Africa, most identified deposits are located near Hotazel in the Northern Cape Province, with a 2011 estimate of 15 billion tons. In 2011 South Africa produced 3.4 million tons, topping all other nations.[31]
|
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+
|
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Manganese is mainly mined in South Africa, Australia, China, Gabon, Brazil, India, Kazakhstan, Ghana, Ukraine and Malaysia.[32] US Import Sources (1998–2001): Manganese ore: Gabon, 70%; South Africa, 10%; Australia, 9%; Mexico, 5%; and other, 6%. Ferromanganese: South Africa, 47%; France, 22%; Mexico, 8%; Australia, 8%; and other, 15%. Manganese contained in all manganese imports: South Africa, 31%; Gabon, 21%; Australia, 13%; Mexico, 8%; and other, 27%.[27][33]
|
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+
|
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+
For the production of ferromanganese, the manganese ore is mixed with iron ore and carbon, and then reduced either in a blast furnace or in an electric arc furnace.[34] The resulting ferromanganese has a manganese content of 30 to 80%.[4] Pure manganese used for the production of iron-free alloys is produced by leaching manganese ore with sulfuric acid and a subsequent electrowinning process.[35]
|
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+
|
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+
A more progressive extraction process involves directly reducing manganese ore in a heap leach. This is done by percolating natural gas through the bottom of the heap; the natural gas provides the heat (needs to be at least 850 °C) and the reducing agent (carbon monoxide). This reduces all of the manganese ore to manganese oxide (MnO), which is a leachable form. The ore then travels through a grinding circuit to reduce the particle size of the ore to between 150–250 μm, increasing the surface area to aid leaching. The ore is then added to a leach tank of sulfuric acid and ferrous iron (Fe2+) in a 1.6:1 ratio. The iron reacts with the manganese dioxide to form iron hydroxide and elemental manganese. This process yields approximately 92% recovery of the manganese. For further purification, the manganese can then be sent to an electrowinning facility.[36]
|
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+
|
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In 1972 the CIA's Project Azorian, through billionaire Howard Hughes, commissioned the ship Hughes Glomar Explorer with the cover story of harvesting manganese nodules from the sea floor. That triggered a rush of activity to collect manganese nodules, which was not actually practical. The real mission of Hughes Glomar Explorer was to raise a sunken Soviet submarine, the K-129, with the goal of retrieving Soviet code books.[37]
|
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|
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+
Manganese has no satisfactory substitute in its major applications in metallurgy.[27] In minor applications, (e.g., manganese phosphating), zinc and sometimes vanadium are viable substitutes.
|
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+
|
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+
Manganese is essential to iron and steel production by virtue of its sulfur-fixing, deoxidizing, and alloying properties, as first recognized by the British metallurgist Robert Forester Mushet (1811–1891) who, in 1856, introduced the element, in the form of Spiegeleisen, into steel for the specific purpose of removing excess dissolved oxygen, sulfur, and phosphorus in order to improve its malleability. Steelmaking,[38] including its ironmaking component, has accounted for most manganese demand, presently in the range of 85% to 90% of the total demand.[35] Manganese is a key component of low-cost stainless steel.[33][39] Often ferromanganese (usually about 80% manganese) is the intermediate in modern processes.
|
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|
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Small amounts of manganese improve the workability of steel at high temperatures by forming a high-melting sulfide and preventing the formation of a liquid iron sulfide at the grain boundaries. If the manganese content reaches 4%, the embrittlement of the steel becomes a dominant feature. The embrittlement decreases at higher manganese concentrations and reaches an acceptable level at 8%. Steel containing 8 to 15% of manganese has a high tensile strength of up to 863 MPa.[40][41] Steel with 12% manganese was discovered in 1882 by Robert Hadfield and is still known as Hadfield steel (mangalloy). It was used for British military steel helmets and later by the U.S. military.[42]
|
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+
|
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The second largest application for manganese is in aluminium alloys. Aluminium with roughly 1.5% manganese has increased resistance to corrosion through grains that absorb impurities which would lead to galvanic corrosion.[43] The corrosion-resistant aluminium alloys 3004 and 3104 (0.8 to 1.5% manganese) are used for most beverage cans.[44] Before 2000, more than 1.6 million tonnes of those alloys were used; at 1% manganese, this consumed 16,000 tonnes of manganese.[failed verification][44]
|
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+
|
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Methylcyclopentadienyl manganese tricarbonyl is used as an additive in unleaded gasoline to boost octane rating and reduce engine knocking. The manganese in this unusual organometallic compound is in the +1 oxidation state.[45]
|
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|
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Manganese(IV) oxide (manganese dioxide, MnO2) is used as a reagent in organic chemistry for the oxidation of benzylic alcohols (where the hydroxyl group is adjacent to an aromatic ring). Manganese dioxide has been used since antiquity to oxidize and neutralize the greenish tinge in glass from trace amounts of iron contamination.[19] MnO2 is also used in the manufacture of oxygen and chlorine and in drying black paints. In some preparations, it is a brown pigment for paint and is a constituent of natural umber.
|
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Manganese(IV) oxide was used in the original type of dry cell battery as an electron acceptor from zinc, and is the blackish material in carbon–zinc type flashlight cells. The manganese dioxide is reduced to the manganese oxide-hydroxide MnO(OH) during discharging, preventing the formation of hydrogen at the anode of the battery.[46]
|
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|
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The same material also functions in newer alkaline batteries (usually battery cells), which use the same basic reaction, but a different electrolyte mixture. In 2002, more than 230,000 tons of manganese dioxide was used for this purpose.[24][46]
|
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|
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The metal is occasionally used in coins; until 2000, the only United States coin to use manganese was the "wartime" nickel from 1942 to 1945.[47] An alloy of 75% copper and 25% nickel was traditionally used for the production of nickel coins. However, because of shortage of nickel metal during the war, it was substituted by more available silver and manganese, thus resulting in an alloy of 56% copper, 35% silver and 9% manganese. Since 2000, dollar coins, for example the Sacagawea dollar and the Presidential $1 coins, are made from a brass containing 7% of manganese with a pure copper core.[48] In both cases of nickel and dollar, the use of manganese in the coin was to duplicate the electromagnetic properties of a previous identically sized and valued coin in the mechanisms of vending machines. In the case of the later U.S. dollar coins, the manganese alloy was intended to duplicate the properties of the copper/nickel alloy used in the previous Susan B. Anthony dollar.
|
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|
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Manganese compounds have been used as pigments and for the coloring of ceramics and glass. The brown color of ceramic is sometimes the result of manganese compounds.[49] In the glass industry, manganese compounds are used for two effects. Manganese(III) reacts with iron(II) to induce a strong green color in glass by forming less-colored iron(III) and slightly pink manganese(II), compensating for the residual color of the iron(III).[19] Larger quantities of manganese are used to produce pink colored glass. In 2009, Professor Mas Subramanian and associates at Oregon State University discovered that manganese can be combined with yttrium and indium to form an intensely blue, non-toxic, inert, fade-resistant pigment, YInMn blue, the first new blue pigment discovered in 200 years.
|
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|
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Tetravalent manganese is used as an activator in red-emitting phosphors. While many compounds are known which show luminescence,[50] the majority are not used in commercial application due to low efficiency or deep red emission.[51][52] However, several Mn4+ activated fluorides were reported as potential red-emitting phosphors for warm-white LEDs.[53][54] But to this day, only K2SiF6:Mn4+ is commercially available for use in warm-white LEDs.[55]
|
73 |
+
|
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Manganese oxide is also used in Portland cement mixtures.[56]
|
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+
|
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The classes of enzymes that have manganese cofactors is large and includes oxidoreductases, transferases, hydrolases, lyases, isomerases, ligases, lectins, and integrins. The reverse transcriptases of many retroviruses (though not lentiviruses such as HIV) contain manganese. The best-known manganese-containing polypeptides may be arginase, the diphtheria toxin, and Mn-containing superoxide dismutase (Mn-SOD).[57]
|
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|
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+
Manganese is an essential human dietary element. It is present as a coenzyme in several biological processes, which include macronutrient metabolism, bone formation, and free radical defense systems. It is a critical component in dozens of proteins and enzymes.[58] The human body contains about 12 mg of manganese, mostly in the bones. The soft tissue remainder is concentrated in the liver and kidneys.[25] In the human brain, the manganese is bound to manganese metalloproteins, most notably glutamine synthetase in astrocytes.[59]
|
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|
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Excessive exposure or intake may lead to a condition known as manganism, a neurodegenerative disorder that causes dopaminergic neuronal death and symptoms similar to Parkinson's disease.[25][60]
|
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+
|
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The U.S. Institute of Medicine (IOM) updated Estimated Average Requirements (EARs) and Recommended Dietary Allowances (RDAs) for minerals in 2001. For manganese there was not sufficient information to set EARs and RDAs, so needs are described as estimates for Adequate Intakes (AIs). As for safety, the IOM sets Tolerable upper intake levels (ULs) for vitamins and minerals when evidence is sufficient. In the case of manganese the adult UL is set at 11 mg/day. Collectively the EARs, RDAs, AIs and ULs are referred to as Dietary Reference Intakes (DRIs).[61] Manganese deficiency is rare.[62]
|
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The European Food Safety Authority (EFSA) refers to the collective set of information as Dietary Reference Values, with Population Reference Intake (PRI) instead of RDA, and Average Requirement instead of EAR. AI and UL defined the same as in United States. For people ages 15 and older the AI is set at 3.0 mg/day. AIs for pregnancy and lactation is 3.0 mg/day. For children ages 1–14 years the AIs increase with age from 0.5 to 2.0 mg/day. The adult AIs are higher than the U.S. RDAs.[63] The EFSA reviewed the same safety question and decided that there was insufficient information to set a UL.[64]
|
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|
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For U.S. food and dietary supplement labeling purposes the amount in a serving is expressed as a percent of Daily Value (%DV). For manganese labeling purposes 100% of the Daily Value was 2.0 mg, but as of May 27, 2016 it was revised to 2.3 mg to bring it into agreement with the RDA.[65][66] Compliance with the updated labeling regulations was required by 1 January 2020, for manufacturers with $10 million or more in annual food sales, and by 1 January 2021, for manufacturers with less than $10 million in annual food sales.[67][68][69] During the first six months following the 1 January 2020 compliance date, the FDA plans to work cooperatively with manufacturers to meet the new Nutrition Facts label requirements and will not focus on enforcement actions regarding these requirements during that time.[67] A table of the old and new adult Daily Values is provided at Reference Daily Intake.
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Mn-SOD is the type of SOD present in eukaryotic mitochondria, and also in most bacteria (this fact is in keeping with the bacterial-origin theory of mitochondria). The Mn-SOD enzyme is probably one of the most ancient, for nearly all organisms living in the presence of oxygen use it to deal with the toxic effects of superoxide (O−2), formed from the 1-electron reduction of dioxygen. The exceptions, which are all bacteria, include Lactobacillus plantarum and related lactobacilli, which use a different nonenzymatic mechanism with manganese (Mn2+) ions complexed with polyphosphate, suggesting a path of evolution for this function in aerobic life.
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Manganese is also important in photosynthetic oxygen evolution in chloroplasts in plants. The oxygen-evolving complex (OEC) is a part of photosystem II contained in the thylakoid membranes of chloroplasts; it is responsible for the terminal photooxidation of water during the light reactions of photosynthesis, and has a metalloenzyme core containing four atoms of manganese.[70][71] To fulfill this requirement, most broad-spectrum plant fertilizers contain manganese.
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Manganese compounds are less toxic than those of other widespread metals, such as nickel and copper.[73] However, exposure to manganese dusts and fumes should not exceed the ceiling value of 5 mg/m3 even for short periods because of its toxicity level.[74] Manganese poisoning has been linked to impaired motor skills and cognitive disorders.[75]
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Permanganate exhibits a higher toxicity than manganese(II) compounds. The fatal dose is about 10 g, and several fatal intoxications have occurred. The strong oxidative effect leads to necrosis of the mucous membrane. For example, the esophagus is affected if the permanganate is swallowed. Only a limited amount is absorbed by the intestines, but this small amount shows severe effects on the kidneys and on the liver.[76][77]
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Manganese exposure in United States is regulated by the Occupational Safety and Health Administration (OSHA).[78] People can be exposed to manganese in the workplace by breathing it in or swallowing it. OSHA has set the legal limit (permissible exposure limit) for manganese exposure in the workplace as 5 mg/m3 over an 8-hour workday. The National Institute for Occupational Safety and Health (NIOSH) has set a recommended exposure limit (REL) of 1 mg/m3 over an 8-hour workday and a short term limit of 3 mg/m3. At levels of 500 mg/m3, manganese is immediately dangerous to life and health.[79]
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Generally, exposure to ambient Mn air concentrations in excess of 5 μg Mn/m3 can lead to Mn-induced symptoms. Increased ferroportin protein expression in human embryonic kidney (HEK293) cells is associated with decreased intracellular Mn concentration and attenuated cytotoxicity, characterized by the reversal of Mn-reduced glutamate uptake and diminished lactate dehydrogenase leakage.[80]
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Waterborne manganese has a greater bioavailability than dietary manganese. According to results from a 2010 study,[81] higher levels of exposure to manganese in drinking water are associated with increased intellectual impairment and reduced intelligence quotients in school-age children. It is hypothesized that long-term exposure due to inhaling the naturally occurring manganese in shower water puts up to 8.7 million Americans at risk.[82] However, data indicates that the human body can recover from certain adverse effects of overexposure to manganese if the exposure is stopped and the body can clear the excess.[83]
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Methylcyclopentadienyl manganese tricarbonyl (MMT) is a gasoline additive used to replace lead compounds for unleaded gasolines to improve the octane rating of low octane petroleum distillates. It reduces engine knock agent through the action of the carbonyl groups. Fuels containing manganese tend to form manganese carbides, which damage exhaust valves. Compared to 1953, levels of manganese in air have dropped.[84]
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The tobacco plant readily absorbs and accumulates heavy metals such as manganese from the surrounding soil into its leaves. These are subsequently inhaled during tobacco smoking.[85] While manganese is a constituent of tobacco smoke,[86] studies have largely concluded that concentrations are not hazardous for human health.[87]
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Manganese overexposure is most frequently associated with manganism, a rare neurological disorder associated with excessive manganese ingestion or inhalation. Historically, persons employed in the production or processing of manganese alloys[88][89] have been at risk for developing manganism; however, current health and safety regulations protect workers in developed nations.[78] The disorder was first described in 1837 by British academic John Couper, who studied two patients who were manganese grinders.[22]
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Manganism is a biphasic disorder. In its early stages, an intoxicated person may experience depression, mood swings, compulsive behaviors, and psychosis. Early neurological symptoms give way to late-stage manganism, which resembles Parkinson's disease. Symptoms include weakness, monotone and slowed speech, an expressionless face, tremor, forward-leaning gait, inability to walk backwards without falling, rigidity, and general problems with dexterity, gait and balance.[22][90] Unlike Parkinson's disease, manganism is not associated with loss of the sense of smell and patients are typically unresponsive to treatment with L-DOPA.[91] Symptoms of late-stage manganism become more severe over time even if the source of exposure is removed and brain manganese levels return to normal.[90]
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Chronic manganese exposure has been shown to produce a parkinsonism-like illness characterized by movement abnormalities.[92] This condition is not responsive to typical therapies used in the treatment of PD, suggesting an alternative pathway than the typical dopaminergic loss within the substantia nigra.[92] Manganese may accumulate in the basal ganglia, leading to the abnormal movements.[93] A mutation of the SLC30A10 gene, a manganese efflux transporter necessary for decreasing intracellular Mn, has been linked with the development of this Parkinsonism-like disease.[94] The Lewy bodies typical to PD are not seen in Mn-induced parkinsonism.[93]
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Animal experiments have given the opportunity to examine the consequences of manganese overexposure under controlled conditions. In (non-aggressive) rats, manganese induces mouse-killing behavior.[95]
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Several recent studies attempt to examine the effects of chronic low-dose manganese overexposure on child development. The earliest study was conducted in the Chinese province of Shanxi. Drinking water there had been contaminated through improper sewage irrigation and contained 240–350 µg Mn/L. Although Mn concentrations at or below 300 µg Mn/L were considered safe at the time of the study by the US EPA and 400 µg Mn/L by the World Health Organization, the 92 children sampled (between 11 and 13 years of age) from this province displayed lower performance on tests of manual dexterity and rapidity, short-term memory, and visual identification, compared to children from an uncontaminated area. More recently, a study of 10-year-old children in Bangladesh showed a relationship between Mn concentration in well water and diminished IQ scores. A third study conducted in Quebec examined school children between the ages of 6 and 15 living in homes that received water from a well containing 610 µg Mn/L; controls lived in homes that received water from a 160 µg Mn/L well. Children in the experimental group showed increased hyperactive and oppositional behavior.[81]
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The current maximum safe concentration under EPA rules is 50 µg Mn/L.[96]
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A protein called DMT1 is the major transporter in manganese absorption from the intestine, and may be the major transporter of manganese across the blood–brain barrier. DMT1 also transports inhaled manganese across the nasal epithelium. The proposed mechanism for manganese toxicity is that dysregulation leads to oxidative stress, mitochondrial dysfunction, glutamate-mediated excitoxicity, and aggregation of proteins.[97]
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Manga (US: /ˈmɑːŋɡə/, UK: /ˈmæŋɡə/; Japanese: 漫画 [maɲga]) are comics or graphic novels originating from Japan. Most manga conform to a style developed in Japan in the late 19th century,[1] though the art form has a long prehistory in earlier Japanese art.[2] The term manga (katakana: マンガ; hiragana: まんが) is used in Japan to refer to both comics and cartooning. Outside Japan, the word is typically used to refer to comics originally published in the country.[3]
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In Japan, people of all ages read manga. The medium includes works in a broad range of genres: action, adventure, business and commerce, comedy, detective, drama, historical, horror, mystery, romance, science fiction and fantasy, erotica (hentai), sports and games, and suspense, among others.[4][5] Many manga are translated into other languages.[6] Since the 1950s, manga has become an increasingly major part of the Japanese publishing industry.[7] By 1995, the manga market in Japan was valued at ¥586.4 billion ($6–7 billion),[8] with annual sales of 1.9 billion manga books and manga magazines in Japan (equivalent to 15 issues per person).[9] Manga have also gained a significant worldwide audience.[10] In 2008, in the U.S. and Canada, the manga market was valued at $175 million. Manga represented 38% of the French comics market in 2005[update], equivalent to approximately ten times that of the United States,[11] and was valued at about €460 million ($569 million).[12] In Europe and the Middle East, the market was valued at $250 million in 2012.[13]
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Manga stories are typically printed in black-and-white—due to time constraints, artistic reasons (as coloring could lessen the impact of the artwork)[14] and to keep printing costs low[15]—although some full-color manga exist (e.g., Colorful). In Japan, manga are usually serialized in large manga magazines, often containing many stories, each presented in a single episode to be continued in the next issue. Collected chapters are usually republished in tankōbon volumes, frequently but not exclusively paperback books.[16] A manga artist (mangaka in Japanese) typically works with a few assistants in a small studio and is associated with a creative editor from a commercial publishing company.[17] If a manga series is popular enough, it may be animated after or during its run.[18] Sometimes, manga are based on previous live-action or animated films.[19]
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Manga-influenced comics, among original works, exist in other parts of the world, particularly in Algeria ("DZ-manga"), China, Hong Kong, Taiwan ("manhua"), and South Korea ("manhwa").[20][21]
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The word "manga" comes from the Japanese word 漫画,[22] composed of the two kanji 漫 (man) meaning "whimsical or impromptu" and 画 (ga) meaning "pictures".[23] The same term is the root of the Korean word for comics, "manhwa", and the Chinese word "manhua".[24]
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The word first came into common usage in the late 18th century[25] with the publication of such works as Santō Kyōden's picturebook Shiji no yukikai (1798),[26][27] and in the early 19th century with such works as Aikawa Minwa's Manga hyakujo (1814) and the celebrated Hokusai Manga books (1814–1834)[28] containing assorted drawings from the sketchbooks of the famous ukiyo-e artist Hokusai.[29] Rakuten Kitazawa (1876–1955) first used the word "manga" in the modern sense.[30]
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In Japanese, "manga" refers to all kinds of cartooning, comics, and animation. Among English speakers, "manga" has the stricter meaning of "Japanese comics", in parallel to the usage of "anime" in and outside Japan. The term "ani-manga" is used to describe comics produced from animation cels.[31]
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The history of manga is said to originate from scrolls dating back to the 12th century, and it is believed they represent the basis for the right-to-left reading style. During the Edo period (1603–1867), Toba Ehon embedded the concept of manga.[32] The word itself first came into common usage in 1798,[25] with the publication of works such as Santō Kyōden's picturebook Shiji no yukikai (1798),[26][27] and in the early 19th century with such works as Aikawa Minwa's Manga hyakujo (1814) and the Hokusai Manga books (1814–1834).[29][33] Adam L. Kern has suggested that kibyoshi, picture books from the late 18th century, may have been the world's first comic books. These graphical narratives share with modern manga humorous, satirical, and romantic themes.[34] Some works were mass-produced as serials using woodblock printing.[9]
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Writers on manga history have described two broad and complementary processes shaping modern manga. One view represented by other writers such as Frederik L. Schodt, Kinko Ito, and Adam L. Kern, stress continuity of Japanese cultural and aesthetic traditions, including pre-war, Meiji, and pre-Meiji culture and art.[35] The other view, emphasizes events occurring during and after the Allied occupation of Japan (1945–1952), and stresses U.S. cultural influences, including U.S. comics (brought to Japan by the GIs) and images and themes from U.S. television, film, and cartoons (especially Disney).[36]
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Regardless of its source, an explosion of artistic creativity occurred in the post-war period,[37] involving manga artists such as Osamu Tezuka (Astro Boy) and Machiko Hasegawa (Sazae-san). Astro Boy quickly became (and remains) immensely popular in Japan and elsewhere,[38] and the anime adaptation of Sazae-san drawing more viewers than any other anime on Japanese television in 2011.[32] Tezuka and Hasegawa both made stylistic innovations. In Tezuka's "cinematographic" technique, the panels are like a motion picture that reveals details of action bordering on slow motion as well as rapid zooms from distance to close-up shots. This kind of visual dynamism was widely adopted by later manga artists.[39] Hasegawa's focus on daily life and on women's experience also came to characterize later shōjo manga.[40] Between 1950 and 1969, an increasingly large readership for manga emerged in Japan with the solidification of its two main marketing genres, shōnen manga aimed at boys and shōjo manga aimed at girls.[41]
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In 1969 a group of female manga artists (later called the Year 24 Group, also known as Magnificent 24s) made their shōjo manga debut ("year 24" comes from the Japanese name for the year 1949, the birth-year of many of these artists).[42] The group included Moto Hagio, Riyoko Ikeda, Yumiko Ōshima, Keiko Takemiya, and Ryoko Yamagishi.[16] Thereafter, primarily female manga artists would draw shōjo for a readership of girls and young women.[43] In the following decades (1975–present), shōjo manga continued to develop stylistically while simultaneously evolving different but overlapping subgenres.[44] Major subgenres include romance, superheroines, and "Ladies Comics" (in Japanese, redisu レディース, redikomi レディコミ, and josei 女性).[45]
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Modern shōjo manga romance features love as a major theme set into emotionally intense narratives of self-realization.[46] With the superheroines, shōjo manga saw releases such as Pink Hanamori's Mermaid Melody Pichi Pichi Pitch Reiko Yoshida's Tokyo Mew Mew, And, Naoko Takeuchi's Pretty Soldier Sailor Moon, which became internationally popular in both manga and anime formats.[47] Groups (or sentais) of girls working together have also been popular within this genre. Like Lucia, Hanon, and Rina singing together, and Sailor Moon, Sailor Mercury, Sailor Mars, Sailor Jupiter, and Sailor Venus working together.[48]
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Manga for male readers sub-divides according to the age of its intended readership: boys up to 18 years old (shōnen manga) and young men 18 to 30 years old (seinen manga);[49] as well as by content, including action-adventure often involving male heroes, slapstick humor, themes of honor, and sometimes explicit sex.[50] The Japanese use different kanji for two closely allied meanings of "seinen"—青年 for "youth, young man" and 成年 for "adult, majority"—the second referring to pornographic manga aimed at grown men and also called seijin ("adult" 成人) manga.[51] Shōnen, seinen, and seijin manga share a number of features in common.
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Boys and young men became some of the earliest readers of manga after World War II. From the 1950s on, shōnen manga focused on topics thought to interest the archetypal boy, including subjects like robots, space-travel, and heroic action-adventure.[52] Popular themes include science fiction, technology, sports, and supernatural settings. Manga with solitary costumed superheroes like Superman, Batman, and Spider-Man generally did not become as popular.[53]
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The role of girls and women in manga produced for male readers has evolved considerably over time to include those featuring single pretty girls (bishōjo)[54] such as Belldandy from Oh My Goddess!, stories where such girls and women surround the hero, as in Negima and Hanaukyo Maid Team, or groups of heavily armed female warriors (sentō bishōjo)[55]
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With the relaxation of censorship in Japan in the 1990s, an assortment of explicit sexual material appeared in manga intended for male readers, and correspondingly continued into the English translations.[56] In 2010, the Tokyo Metropolitan Government considered a bill to restrict minors' access to such content.[57][needs update]
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The gekiga style of storytelling—thematically somber, adult-oriented, and sometimes deeply violent—focuses on the day-in, day-out grim realities of life, often drawn in a gritty and unvarnished fashion.[58][59] Gekiga such as Sampei Shirato's 1959–1962 Chronicles of a Ninja's Military Accomplishments (Ninja Bugeichō) arose in the late 1950s and 1960s partly from left-wing student and working-class political activism,[60] and partly from the aesthetic dissatisfaction of young manga artists like Yoshihiro Tatsumi with existing manga.[61]
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In Japan, manga constituted an annual 40.6 billion yen (approximately US$395 million) publication-industry by 2007.[63] In 2006 sales of manga books made up for about 27% of total book-sales, and sale of manga magazines, for 20% of total magazine-sales.[64] The manga industry has expanded worldwide, where distribution companies license and reprint manga into their native languages.
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Marketeers primarily classify manga by the age and gender of the target readership.[65] In particular, books and magazines sold to boys (shōnen) and girls (shōjo) have distinctive cover-art, and most bookstores place them on different shelves. Due to cross-readership, consumer response is not limited by demographics. For example, male readers may subscribe to a series intended for female readers, and so on. Japan has manga cafés, or manga kissa (kissa is an abbreviation of kissaten). At a manga kissa, people drink coffee, read manga and sometimes stay overnight.
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The Kyoto International Manga Museum maintains a very large website listing manga published in Japanese.[66]
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Manga magazines usually have many series running concurrently with approximately 20–40 pages allocated to each series per issue. Other magazines such as the anime fandom magazine Newtype featured single chapters within their monthly periodicals. Other magazines like Nakayoshi feature many stories written by many different artists; these magazines, or "anthology magazines", as they are also known (colloquially "phone books"), are usually printed on low-quality newsprint and can be anywhere from 200 to more than 850 pages thick. Manga magazines also contain one-shot comics and various four-panel yonkoma (equivalent to comic strips). Manga series can run for many years if they are successful. Manga artists sometimes start out with a few "one-shot" manga projects just to try to get their name out. If these are successful and receive good reviews, they are continued. Magazines often have a short life.[67]
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After a series has run for a while, publishers often collect the episodes together and print them in dedicated book-sized volumes, called tankōbon. These can be hardcover, or more usually softcover books, and are the equivalent of U.S. trade paperbacks or graphic novels. These volumes often use higher-quality paper, and are useful to those who want to "catch up" with a series so they can follow it in the magazines or if they find the cost of the weeklies or monthlies to be prohibitive. "Deluxe" versions have also been printed as readers have gotten older and the need for something special grew. Old manga have also been reprinted using somewhat lesser quality paper and sold for 100 yen (about $1 U.S. dollar) each to compete with the used book market.
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Kanagaki Robun and Kawanabe Kyōsai created the first manga magazine in 1874: Eshinbun Nipponchi. The magazine was heavily influenced by Japan Punch, founded in 1862 by Charles Wirgman, a British cartoonist. Eshinbun Nipponchi had a very simple style of drawings and did not become popular with many people. Eshinbun Nipponchi ended after three issues. The magazine Kisho Shimbun in 1875 was inspired by Eshinbun Nipponchi, which was followed by Marumaru Chinbun in 1877, and then Garakuta Chinpo in 1879.[68] Shōnen Sekai was the first shōnen magazine created in 1895 by Iwaya Sazanami, a famous writer of Japanese children's literature back then. Shōnen Sekai had a strong focus on the First Sino-Japanese War.[69]
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In 1905 the manga-magazine publishing boom started with the Russo-Japanese War,[70] Tokyo Pakku was created and became a huge hit.[71] After Tokyo Pakku in 1905, a female version of Shōnen Sekai was created and named Shōjo Sekai, considered the first shōjo magazine.[72] Shōnen Pakku was made and is considered the first children's manga magazine. The children's demographic was in an early stage of development in the Meiji period. Shōnen Pakku was influenced from foreign children's magazines such as Puck which an employee of Jitsugyō no Nihon (publisher of the magazine) saw and decided to emulate. In 1924, Kodomo Pakku was launched as another children's manga magazine after Shōnen Pakku.[71] During the boom, Poten (derived from the French "potin") was published in 1908. All the pages were in full color with influences from Tokyo Pakku and Osaka Puck. It is unknown if there were any more issues besides the first one.[70] Kodomo Pakku was launched May 1924 by Tokyosha and featured high-quality art by many members of the manga artistry like Takei Takeo, Takehisa Yumeji and Aso Yutaka. Some of the manga featured speech balloons, where other manga from the previous eras did not use speech balloons and were silent.[71]
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Published from May 1935 to January 1941, Manga no Kuni coincided with the period of the Second Sino-Japanese War (1937–1945). Manga no Kuni featured information on becoming a mangaka and on other comics industries around the world. Manga no Kuni handed its title to Sashie Manga Kenkyū in August 1940.[73]
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Dōjinshi, produced by small publishers outside of the mainstream commercial market, resemble in their publishing small-press independently published comic books in the United States. Comiket, the largest comic book convention in the world with around 500,000 visitors gathering over three days, is devoted to dōjinshi. While they most often contain original stories, many are parodies of or include characters from popular manga and anime series. Some dōjinshi continue with a series' story or write an entirely new one using its characters, much like fan fiction. In 2007, dōjinshi sales amounted to 27.73 billion yen (US$245 million).[63] In 2006 they represented about a tenth of manga books and magazines sales.[64]
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Thanks to the advent of the internet, there have been new ways for aspiring mangaka to upload and sell their manga online. Before, there were two main ways in which a mangaka's work could be published: taking their manga drawn on paper to a publisher themselves, or submitting their work to competitions run by magazines.[74]
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In recent years, there has been a rise in manga released digitally. Web manga, as it's known in Japan, has a seen an increase thanks in part to image hosting websites where anyone can upload pages from their works for free. Although released digitally, almost all web manga stick to the conventional black-and-white format despite some never getting physical publications. Pixiv is the most popular site where a host of amateur and professional works get published on the site. It has grown to be the most visited site for artwork in Japan.[75] Twitter has also become a popular place for web manga with many artists releasing pages weekly on their accounts in the hopes of their works getting picked up or published professionally. One of the best examples of an amateur work becoming professional is One-Punch Man which was released online and later got a professional remake released digitally and an anime adaptation soon there after.[76]
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Many of the big print publishers have also released digital only magazines and websites where web manga get published alongside their serialized magazines. Shogakukan for instance has two websites, Sunday Webry and Ura Sunday, that release weekly chapters for web manga and even offer contests for mangaka to submit their work. Both Sunday Webry and Ura Sunday have become one of the top web manga sites in Japan.[77][78] Some have even released apps that teach how to draw professional manga and learn how to create them. Weekly Shōnen Jump released Jump Paint, an app that guides users on how to make their own manga from making storyboards to digitally inking lines. It also offers more than 120 types of pen tips and more than 1,000 screentones for artists to practice.[74] Kodansha has also used the popularity of web manga to launch more series and also offer better distribution of their officially translated works under Kodansha Comics thanks in part to the titles being released digitally first before being published physically.[79]
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The rise web manga has also been credited to smartphones and computers as more and more readers read manga on their phones rather than from a print publication. While paper manga has seen a decrease overtime, digital manga have been growing in sales each year. The Research Institute for Publications reports that sales of digital manga books excluding magazines jumped 27.1 percent to ¥146 billion in 2016 from the year before while sales of paper manga saw a record year-on-year decline of 7.4 percent to ¥194.7 billion. They have also said that if the digital and paper keep the same growth and drop rates, web manga will exceed their paper counterparts.[80]
|
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While webtoons have caught on in popularity as a new medium for comics in Asia, Japan has been slow to adopt webtoons as the traditional format and print publication still dominate the way manga is created and consumed. Despite this, one of the biggest webtoon publishers in the world, Comico, has had success in the traditional Japanese manga market. Comico was launched by NHN Japan, the Japanese subsidiary of Korean company, NHN Entertainment. As of now, there are only two webtoon publishers that publish Japanese webtoons: Comico and Naver Webtoon (under the name XOY in Japan). Kakao has also had success by offering licensed manga and translated Korean webtoons with their service Piccoma. All three companies credit their success to the webtoon pay model where users can purchase each chapter individually instead of having to buy the whole book while also offering some chapters for free for a period of time allowing anyone to read a whole series for free if they wait long enough.[81] The added benefit of having all of their titles in color and some with special animations and effects have also helped them succeed. Some popular Japanese webtoons have also gotten anime adaptations and print releases, the most notable being ReLIFE and Recovery of an MMO Junkie.[82][83]
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By 2007, the influence of manga on international comics had grown considerably over the past two decades.[84] "Influence" is used here to refer to effects on the comics markets outside Japan and to aesthetic effects on comics artists internationally.
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Traditionally, manga stories flow from top to bottom and from right to left. Some publishers of translated manga keep to this original format. Other publishers mirror the pages horizontally before printing the translation, changing the reading direction to a more "Western" left to right, so as not to confuse foreign readers or traditional comics-consumers. This practice is known as "flipping".[85] For the most part, criticism suggests that flipping goes against the original intentions of the creator (for example, if a person wears a shirt that reads "MAY" on it, and gets flipped, then the word is altered to "YAM"), who may be ignorant of how awkward it is to read comics when the eyes must flow through the pages and text in opposite directions, resulting in an experience that's quite distinct from reading something that flows homogeneously. If the translation is not adapted to the flipped artwork carefully enough it is also possible for the text to go against the picture, such as a person referring to something on their left in the text while pointing to their right in the graphic. Characters shown writing with their right hands, the majority of them, would become left-handed when a series is flipped. Flipping may also cause oddities with familiar asymmetrical objects or layouts, such as a car being depicted with the gas pedal on the left and the brake on the right, or a shirt with the buttons on the wrong side, but these issues are minor when compared to the unnatural reading flow, and some of them could be solved with an adaptation work that goes beyond just translation and blind flipping.[86]
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Manga has influenced European cartooning in a way that is somewhat different from in the U.S. Broadcast anime in France and Italy opened the European market to manga during the 1970s.[87] French art has borrowed from Japan since the 19th century (Japonism)[88] and has its own highly developed tradition of bande dessinée cartooning.[89] In France, beginning in the mid-1990s,[90] manga has proven very popular to a wide readership, accounting for about one-third of comics sales in France since 2004.[91] According to the Japan External Trade Organization, sales of manga reached $212.6 million within France and Germany alone in 2006.[87] France represents about 50% of the European market and is the second worldwide market, behind Japan.[13] In 2013, there were 41 publishers of manga in France and, together with other Asian comics, manga represented around 40% of new comics releases in the country,[92] surpassing Franco-Belgian comics for the first time.[93] European publishers marketing manga translated into French include Asuka, Casterman, Glénat, Kana, and Pika Édition, among others.[citation needed] European publishers also translate manga into Dutch, German, Italian, and other languages. In 2007, about 70% of all comics sold in Germany were manga.[94]
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Manga publishers based in the United Kingdom include Gollancz and Titan Books.[citation needed] Manga publishers from the United States have a strong marketing presence in the United Kingdom: for example, the Tanoshimi line from Random House.[citation needed]
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Manga made their way only gradually into U.S. markets, first in association with anime and then independently.[95] Some U.S. fans became aware of manga in the 1970s and early 1980s.[96] However, anime was initially more accessible than manga to U.S. fans,[97] many of whom were college-age young people who found it easier to obtain, subtitle, and exhibit video tapes of anime than translate, reproduce, and distribute tankōbon-style manga books.[98] One of the first manga translated into English and marketed in the U.S. was Keiji Nakazawa's Barefoot Gen, an autobiographical story of the atomic bombing of Hiroshima issued by Leonard Rifas and Educomics (1980–1982).[99] More manga were translated between the mid-1980s and 1990s, including Golgo 13 in 1986, Lone Wolf and Cub from First Comics in 1987, and Kamui, Area 88, and Mai the Psychic Girl, also in 1987 and all from Viz Media-Eclipse Comics.[100] Others soon followed, including Akira from Marvel Comics' Epic Comics imprint, Nausicaä of the Valley of the Wind from Viz Media, and Appleseed from Eclipse Comics in 1988, and later Iczer-1 (Antarctic Press, 1994) and Ippongi Bang's F-111 Bandit (Antarctic Press, 1995).
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In the 1980s to the mid-1990s, Japanese animation, like Akira, Dragon Ball, Neon Genesis Evangelion, and Pokémon, made a bigger impact on the fan experience and in the market than manga.[101] Matters changed when translator-entrepreneur Toren Smith founded Studio Proteus in 1986. Smith and Studio Proteus acted as an agent and translator of many Japanese manga, including Masamune Shirow's Appleseed and Kōsuke Fujishima's Oh My Goddess!, for Dark Horse and Eros Comix, eliminating the need for these publishers to seek their own contacts in Japan.[102]
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Simultaneously, the Japanese publisher Shogakukan opened a U.S. market initiative with their U.S. subsidiary Viz, enabling Viz to draw directly on Shogakukan's catalogue and translation skills.[85]
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Japanese publishers began pursuing a U.S. market in the mid-1990s due to a stagnation in the domestic market for manga.[103] The U.S. manga market took an upturn with mid-1990s anime and manga versions of Masamune Shirow's Ghost in the Shell (translated by Frederik L. Schodt and Toren Smith) becoming very popular among fans.[104] An extremely successful manga and anime translated and dubbed in English in the mid-1990s was Sailor Moon.[105] By 1995–1998, the Sailor Moon manga had been exported to over 23 countries, including China, Brazil, Mexico, Australia, North America and most of Europe.[106] In 1997, Mixx Entertainment began publishing Sailor Moon, along with CLAMP's Magic Knight Rayearth, Hitoshi Iwaaki's Parasyte and Tsutomu Takahashi's Ice Blade in the monthly manga magazine MixxZine. Mixx Entertainment, later renamed Tokyopop, also published manga in trade paperbacks and, like Viz, began aggressive marketing of manga to both young male and young female demographics.[107]
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During this period, Dark Horse Manga was a major publisher of translated manga. In addition to Oh My Goddess!, the company published Akira, Astro Boy, Berserk, Blade of the Immortal, Ghost in the Shell, Lone Wolf and Cub, Yasuhiro Nightow's Trigun and Blood Blockade Battlefront, Gantz, Kouta Hirano's Hellsing and Drifters, Blood+, Multiple Personality Detective Psycho, FLCL, Mob Psycho 100, and Oreimo. The company received 13 Eisner Award nominations for its manga titles, and three of the four manga creators admitted to The Will Eisner Award Hall of Fame — Osamu Tezuka, Kazuo Koike, and Goseki Kojima — were published in Dark Horse translations.[108]
|
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In the following years, manga became increasingly popular, and new publishers entered the field while the established publishers greatly expanded their catalogues.[109] The Pokémon manga Electric Tale of Pikachu issue #1 sold over 1 million copies in the United States, making it the best-selling single comic book in the United States since 1993.[110] By 2008, the U.S. and Canadian manga market generated $175 million in annual sales.[111] Simultaneously, mainstream U.S. media began to discuss manga, with articles in The New York Times, Time magazine, The Wall Street Journal, and Wired magazine.[112] As of 2017, manga distributor Viz Media is the largest publisher of graphic novels and comic books in the United States, with a 23% share of the market.[113] BookScan sales show that manga is one of the fastest-growing areas of the comic book and narrative fiction markets. From January 2019 to May 2019, the manga market grew 16%, compared to the overall comic book market's 5% growth. The NPD Group noted that, compared to other comic book readers, manga readers are younger (76% under 30) and more diverse, including a higher female readership (16% higher than other comic books).[114]
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A number of artists in the United States have drawn comics and cartoons influenced by manga. As an early example, Vernon Grant drew manga-influenced comics while living in Japan in the late 1960s and early 1970s.[115] Others include Frank Miller's mid-1980s Ronin, Adam Warren and Toren Smith's 1988 The Dirty Pair,[116] Ben Dunn's 1987 Ninja High School and Manga Shi 2000 from Crusade Comics (1997).
|
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By the 21st century several U.S. manga publishers had begun to produce work by U.S. artists under the broad marketing-label of manga.[117] In 2002 I.C. Entertainment, formerly Studio Ironcat and now out of business, launched a series of manga by U.S. artists called Amerimanga.[118] In 2004 eigoMANGA launched the Rumble Pak and Sakura Pakk anthology series. Seven Seas Entertainment followed suit with World Manga.[119] Simultaneously, TokyoPop introduced original English-language manga (OEL manga) later renamed Global Manga.[120]
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Francophone artists have also developed their own versions of manga (manfra), like Frédéric Boilet's la nouvelle manga. Boilet has worked in France and in Japan, sometimes collaborating with Japanese artists.[121]
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+
The Japanese manga industry grants a large number of awards, mostly sponsored by publishers, with the winning prize usually including publication of the winning stories in magazines released by the sponsoring publisher. Examples of these awards include:
|
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|
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+
The Japanese Ministry of Foreign Affairs has awarded the International Manga Award annually since May 2007.[122]
|
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Kyoto Seika University in Japan has offered a highly competitive course in manga since 2000.[123][124] Then, several established universities and vocational schools (専門学校: Semmon gakkou) established a training curriculum.
|
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+
|
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Shuho Sato, who wrote Umizaru and Say Hello to Black Jack, has created some controversy on Twitter. Sato says, "Manga school is meaningless because those schools have very low success rates. Then, I could teach novices required skills on the job in three months. Meanwhile, those school students spend several million yen, and four years, yet they are good for nothing." and that, "For instance, Keiko Takemiya, the then professor of Seika Univ., remarked in the Government Council that 'A complete novice will be able to understand where is "Tachikiri" (i.e., margin section) during four years.' On the other hand, I would imagine that, It takes about thirty minutes to completely understand that at work."[125]
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1 |
+
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|
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Food is any substance[1] consumed to provide nutritional support for an organism. Food is usually of plant or animal origin, and contains essential nutrients, such as carbohydrates, fats, proteins, vitamins, or minerals. The substance is ingested by an organism and assimilated by the organism's cells to provide energy, maintain life, or stimulate growth.
|
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|
5 |
+
Historically, humans secured food through two methods: hunting and gathering and agriculture, which gave modern humans a mainly omnivorous diet. Worldwide, humanity has created numerous cuisines and culinary arts, including a wide array of ingredients, herbs, spices, techniques, and dishes.
|
6 |
+
|
7 |
+
Today, the majority of the food energy required by the ever-increasing population of the world is supplied by the food industry. Food safety and food security are monitored by agencies like the International Association for Food Protection, World Resources Institute, World Food Programme, Food and Agriculture Organization, and International Food Information Council. They address issues such as sustainability, biological diversity, climate change, nutritional economics, population growth, water supply, and access to food.
|
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+
|
9 |
+
The right to food is a human right derived from the International Covenant on Economic, Social and Cultural Rights (ICESCR), recognizing the "right to an adequate standard of living, including adequate food", as well as the "fundamental right to be free from hunger".
|
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+
|
11 |
+
Most food has its origin in plants. Some food is obtained directly from plants; but even animals that are used as food sources are raised by feeding them food derived from plants. Cereal grain is a staple food that provides more food energy worldwide than any other type of crop.[2] Corn (maize), wheat, and rice – in all of their varieties – account for 87% of all grain production worldwide.[3][4][5] Most of the grain that is produced worldwide is fed to livestock.
|
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+
|
13 |
+
Some foods not from animal or plant sources include various edible fungi, especially mushrooms. Fungi and ambient bacteria are used in the preparation of fermented and pickled foods like leavened bread, alcoholic drinks, cheese, pickles, kombucha, and yogurt. Another example is blue-green algae such as Spirulina.[6] Inorganic substances such as salt, baking soda and cream of tartar are used to preserve or chemically alter an ingredient.
|
14 |
+
|
15 |
+
Many plants and plant parts are eaten as food and around 2,000 plant species are cultivated for food. Many of these plant species have several distinct cultivars.[7]
|
16 |
+
|
17 |
+
Seeds of plants are a good source of food for animals, including humans, because they contain the nutrients necessary for the plant's initial growth, including many healthful fats, such as omega fats. In fact, the majority of food consumed by human beings are seed-based foods. Edible seeds include cereals (corn, wheat, rice, et cetera), legumes (beans, peas, lentils, et cetera), and nuts. Oilseeds are often pressed to produce rich oils - sunflower, flaxseed, rapeseed (including canola oil), sesame, et cetera.[8]
|
18 |
+
|
19 |
+
Seeds are typically high in unsaturated fats and, in moderation, are considered a health food. However, not all seeds are edible. Large seeds, such as those from a lemon, pose a choking hazard, while seeds from cherries and apples contain cyanide which could be poisonous only if consumed in large volumes.[9]
|
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+
|
21 |
+
Fruits are the ripened ovaries of plants, including the seeds within. Many plants and animals have coevolved such that the fruits of the former are an attractive food source to the latter, because animals that eat the fruits may excrete the seeds some distance away. Fruits, therefore, make up a significant part of the diets of most cultures. Some botanical fruits, such as tomatoes, pumpkins, and eggplants, are eaten as vegetables.[10] (For more information, see list of fruits.)
|
22 |
+
|
23 |
+
Vegetables are a second type of plant matter that is commonly eaten as food. These include root vegetables (potatoes and carrots), bulbs (onion family), leaf vegetables (spinach and lettuce), stem vegetables (bamboo shoots and asparagus), and inflorescence vegetables (globe artichokes and broccoli and other vegetables such as cabbage or cauliflower).[11]
|
24 |
+
|
25 |
+
Animals are used as food either directly or indirectly by the products they produce. Meat is an example of a direct product taken from an animal, which comes from muscle systems or from organs (offal).
|
26 |
+
|
27 |
+
Food products produced by animals include milk produced by mammary glands, which in many cultures is drunk or processed into dairy products (cheese, butter, etc.). In addition, birds and other animals lay eggs, which are often eaten, and bees produce honey, a reduced nectar from flowers, which is a popular sweetener in many cultures. Some cultures consume blood, sometimes in the form of blood sausage, as a thickener for sauces, or in a cured, salted form for times of food scarcity, and others use blood in stews such as jugged hare.[12]
|
28 |
+
|
29 |
+
Some cultures and people do not consume meat or animal food products for cultural, dietary, health, ethical, or ideological reasons. Vegetarians choose to forgo food from animal sources to varying degrees. Vegans do not consume any foods that are or contain ingredients from an animal source.
|
30 |
+
|
31 |
+
Adulteration is a legal term meaning that a food product fails to meet the legal standards. One form of adulteration is an addition of another substance to a food item in order to increase the quantity of the food item in raw form or prepared form, which may result in the loss of actual quality of food item. These substances may be either available food items or non-food items. Among meat and meat products some of the items used to adulterate are water or ice, carcasses, or carcasses of animals other than the animal meant to be consumed.[13]
|
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+
|
33 |
+
Camping food includes ingredients used to prepare food suitable for backcountry camping and backpacking. The foods differ substantially from the ingredients found in a typical home kitchen. The primary differences relate to campers' and backpackers' special needs for foods that have appropriate cooking time, perishability, weight, and nutritional content.
|
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+
|
35 |
+
To address these needs, camping food is often made up of either freeze-dried, precooked or dehydrated ingredients. Many campers use a combination of these foods.
|
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+
|
37 |
+
Freeze-drying requires the use of heavy machinery and is not something that most campers are able to do on their own. Freeze-dried ingredients are often considered superior to dehydrated ingredients however because they rehydrate at camp faster and retain more flavor than their dehydrated counterparts. Freeze-dried ingredients take so little time to rehydrate that they can often be eaten without cooking them first and have a texture similar to a crunchy chip.
|
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+
|
39 |
+
Dehydration can reduce the weight of the food by sixty to ninety percent by removing water through evaporation. Some foods dehydrate well, such as onions, peppers, and tomatoes.[14][15] Dehydration often produces a more compact, albeit slightly heavier, end result than freeze-drying.
|
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+
|
41 |
+
Surplus precooked military Meals, Meals, Ready-to-Eat (MREs) are sometimes used by campers. These meals contain pre-cooked foods in retort pouches. A retort pouch is a plastic and metal foil laminate pouch that is used as an alternative to traditional industrial canning methods.
|
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+
|
43 |
+
Diet food (or "dietetic food") refers to any food or beverage whose recipe is altered to reduce fat, carbohydrates, abhor/adhore sugar in order to make it part of a weight loss program or diet. Such foods are usually intended to assist in weight loss or a change in body type, although bodybuilding supplements are designed to aid in gaining weight or muscle.
|
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+
|
45 |
+
The process of making a diet version of a food usually requires finding an acceptable low-food-energy substitute for some high-food-energy ingredient.[16] This can be as simple as replacing some or all of the food's sugar with a sugar substitute as is common with diet soft drinks such as Coca-Cola (for example Diet Coke). In some snacks, the food may be baked instead of fried thus reducing the food energy. In other cases, low-fat ingredients may be used as replacements.
|
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+
|
47 |
+
In whole grain foods, the higher fiber content effectively displaces some of the starch components of the flour. Since certain fibers have no food energy, this results in a modest energy reduction. Another technique relies on the intentional addition of other reduced-food-energy ingredients, such as resistant starch or dietary fiber, to replace part of the flour and achieve a more significant energy reduction.
|
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+
|
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+
Finger food is food meant to be eaten directly using the hands, in contrast to food eaten with a knife and fork, spoon, chopsticks, or other utensils.[17] In some cultures, food is almost always eaten with the hands; for example, Ethiopian cuisine is eaten by rolling various dishes up in injera bread.[18] Foods considered street foods are frequently, though not exclusively, finger foods.
|
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+
|
51 |
+
In the western world, finger foods are often either appetizers (hors d'œuvres) or entree/main course items. Examples of these are miniature meat pies, sausage rolls, sausages on sticks, cheese and olives on sticks, chicken drumsticks or wings, spring rolls, miniature quiches, samosas, sandwiches, Merenda or other such based foods, such as pitas or items in buns, bhajjis, potato wedges, vol au vents, several other such small items and risotto balls (arancini). Other well-known foods that are generally eaten with the hands include hamburgers, pizza, Chips, hot dogs, fruit and bread.
|
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+
|
53 |
+
In East Asia, foods like pancakes or flatbreads (bing 饼) and street foods such as chuan (串, also pronounced chuan) are often eaten with the hands.
|
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+
|
55 |
+
Fresh food is food which has not been preserved and has not spoiled yet. For vegetables and fruits, this means that they have been recently harvested and treated properly postharvest; for meat, it has recently been slaughtered and butchered; for fish, it has been recently caught or harvested and kept cold.
|
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+
|
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+
Dairy products are fresh and will spoil quickly. Thus, fresh cheese is cheese which has not been dried or salted for aging. Soured cream may be considered "fresh" (crème fraîche).
|
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+
|
59 |
+
Fresh food has not been dried, smoked, salted, frozen, canned, pickled, or otherwise preserved.[19]
|
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+
|
61 |
+
Freezing food preserves it from the time it is prepared to the time it is eaten. Since early times, farmers, fishermen, and trappers have preserved grains and produce in unheated buildings during the winter season.[20] Freezing food slows down decomposition by turning residual moisture into ice, inhibiting the growth of most bacterial species. In the food commodity industry, there are two processes: mechanical and cryogenic (or flash freezing). The kinetics of the freezing is important to preserve food quality and texture. Quicker freezing generates smaller ice crystals and maintains cellular structure. Cryogenic freezing is the quickest freezing technology available utilizing the extremely low temperature of liquid nitrogen −196 °C (−320 °F).[21]
|
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+
|
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+
Preserving food in domestic kitchens during modern times is achieved using household freezers. Accepted advice to householders was to freeze food on the day of purchase. An initiative by a supermarket group in 2012 (backed by the UK's Waste & Resources Action Programme) promotes the freezing of food "as soon as possible up to the product's 'use by' date". The Food Standards Agency was reported as supporting the change, providing the food had been stored correctly up to that time.[22]
|
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+
|
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+
A functional food is a food given an additional function (often one related to health-promotion or disease prevention) by adding new ingredients or more of existing ingredients.[23] The term may also apply to traits purposely bred into existing edible plants, such as purple or gold potatoes having enriched anthocyanin or carotenoid contents, respectively.[24] Functional foods may be "designed to have physiological benefits and/or reduce the risk of chronic disease beyond basic nutritional functions, and may be similar in appearance to conventional food and consumed as part of a regular diet".[25]
|
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+
|
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+
The term was first used in Japan in the 1980s where there is a government approval process for functional foods called Foods for Specified Health Use (FOSHU).[26]
|
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+
|
69 |
+
Health food is food marketed to provide human health effects beyond a normal healthy diet required for human nutrition. Foods marketed as health foods may be part of one or more categories, such as natural foods, organic foods, whole foods, vegetarian foods or dietary supplements. These products may be sold in health food stores or in the health food or organic sections of grocery stores.
|
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+
|
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+
A healthy diet is a diet that helps to maintain or improve overall health. A healthy diet provides the body with essential nutrition: fluid, macronutrients, micronutrients, and adequate calories.[27][28]
|
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+
|
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+
For people who are healthy, a healthy diet is not complicated and contains mostly fruits, vegetables, and whole grains, and includes little to no processed food and sweetened beverages. The requirements for a healthy diet can be met from a variety of plant-based and animal-based foods, although a non-animal source of vitamin B12 is needed for those following a vegan diet.[29] Various nutrition guides are published by medical and governmental institutions to educate individuals on what they should be eating to be healthy. Nutrition facts labels are also mandatory in some countries to allow consumers to choose between foods based on the components relevant to health.[30]
|
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|
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A healthy lifestyle includes getting exercise every day along with eating a healthy diet. A healthy lifestyle may lower disease risks, such as obesity, heart disease, type 2 diabetes, hypertension and cancer.[27][31]
|
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+
|
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+
There are specialized healthy diets, called medical nutrition therapy, for people with various diseases or conditions. There are also prescientific ideas about such specialized diets, as in dietary therapy in traditional Chinese medicine.
|
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+
|
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+
The World Health Organization (WHO) makes the following 5 recommendations with respect to both populations and individuals:[32]
|
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Live food is living food for carnivorous or omnivorous animals kept in captivity; in other words, small animals such as insects or mice fed to larger carnivorous or omnivorous species kept either in a zoo or as a pet.
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Live food is commonly used as feed for a variety of species of exotic pets and zoo animals, ranging from alligators to various snakes, frogs and lizards, but also including other, non-reptile, non-amphibian carnivores and omnivores (for instance, skunks, which are omnivorous mammals, can technically be fed a limited amount of live food, though this is not a common practice). Common live food ranges from crickets (used as an inexpensive form of feed for carnivorous and omnivorous reptiles such as bearded dragons and commonly available in pet stores for this reason), waxworms, mealworms and to a lesser extent cockroaches and locusts, to small birds and mammals such as mice or chickens.
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Medical foods are foods that are specially formulated and intended for the dietary management of a disease that has distinctive nutritional needs that cannot be met by normal diet alone. In the United States they were defined in the Food and Drug Administration's 1988 Orphan Drug Act Amendments[35] and are subject to the general food and safety labeling requirements of the Federal Food, Drug, and Cosmetic Act. In Europe the European Food Safety Authority established definitions for "foods for special medical purposes" (FSMPs) in 2015.[36]
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Medical foods, called "food for special medical purposes" in Europe,[37] are distinct from the broader category of foods for special dietary use, from traditional foods that bear a health claim, and from dietary supplements. In order to be considered a medical food the product must, at a minimum:[38][39]
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Medical foods can be classified into the following categories:
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Natural foods and "all-natural foods" are widely used terms in food labeling and marketing with a variety of definitions, most of which are vague. The term is often assumed to imply foods that are not processed and whose ingredients are all natural products (in the chemist's sense of that term), thus conveying an appeal to nature. But the lack of standards in most jurisdictions means that the term assures nothing. In some countries, the term "natural" is defined and enforced. In others, such as the United States, it is not enforced.
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“Natural foods” are often assumed to be foods that are not processed, or do not contain any food additives, or do not contain particular additives such as hormones, antibiotics, sweeteners, food colors, or flavorings that were not originally in the food.[40] In fact, many people (63%) when surveyed showed a preference for products labeled "natural" compared to the unmarked counterparts, based on the common belief (86% of polled consumers) that the term "natural" indicated that the food does not contain any artificial ingredients.[41] The terms are variously used and misused on labels and in advertisements.[42]
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The international Food and Agriculture Organization’s Codex Alimentarius does not recognize the term “natural” but does have a standard for organic foods.[43]
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A negative-calorie food is food that supposedly requires more food energy to be digested than the food provides. Its thermic effect or specific dynamic action – the caloric "cost" of digesting the food – would be greater than its food energy content. Despite its recurring popularity in dieting guides, there is no scientific evidence supporting the idea that any food is calorically negative. While some chilled beverages are calorically negative, the effect is minimal[44] and drinking large amounts of water can be dangerous.
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Organic food is food produced by methods that comply with the standards of organic farming. Standards vary worldwide, but organic farming in general features practices that strive to cycle resources, promote ecological balance, and conserve biodiversity. Organizations regulating organic products may restrict the use of certain pesticides and fertilizers in farming. In general, organic foods are also usually not processed using irradiation, industrial solvents or synthetic food additives.[45]
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Currently, the European Union, the United States, Canada, Mexico, Japan, and many other countries require producers to obtain special certification in order to market food as organic within their borders. In the context of these regulations, organic food is produced in a way that complies with organic standards set by regional organizations, national governments, and international organizations. Although the produce of kitchen gardens may be organic, selling food with an organic label is regulated by governmental food safety authorities, such as the US Department of Agriculture (USDA) or European Commission (EC).[46]
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Fertilizing and the use of pesticides in conventional farming has caused, and is causing, enormous damage worldwide to local ecosystems, biodiversity, groundwater and drinking water supplies, and sometimes farmer health and fertility. These environmental, economic and health issues are intended to be minimized or avoided in organic farming. From a consumers perspective, there is not sufficient evidence in scientific and medical literature to support claims that organic food is safer or healthier to eat than conventionally grown food. While there may be some differences in the nutrient and antinutrient contents of organically- and conventionally-produced food, the variable nature of food production and handling makes it difficult to generalize results.[47][48][49][50][51] Claims that organic food tastes better are generally not supported by tests.[48][52]
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Peasant foods are dishes specific to a particular culture, made from accessible and inexpensive ingredients, and usually prepared and seasoned to make them more palatable. They often form a significant part of the diets of people who live in poverty, or have a lower income compared to the average for their society or country.
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Peasant foods have been described as being the diet of peasants, that is, tenant or poorer farmers and their farm workers,[53] and by extension, of other cash-poor people. They may use ingredients, such as offal and less-tender cuts of meat, which are not as marketable as a cash crop. Characteristic recipes often consist of hearty one-dish meals, in which chunks of meat and various vegetables are eaten in a savory broth, with bread or other staple food. Sausages are also amenable to varied readily available ingredients, and they themselves tend to contain offal and grains.
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Peasant foods often involve skilled preparation by knowledgeable cooks using inventiveness and skills passed down from earlier generations. Such dishes are often prized as ethnic foods by other cultures and by descendants of the native culture who still desire these traditional dishes.[citation needed]
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Prison food is the term for meals served to prisoners while incarcerated in correctional institutions. While some prisons prepare their own food, many use staff from on-site catering companies. Many prisons today support the requirements of specific religions, as well as vegetarianism.[54] It is said that prison food of many developed countries is adequate to maintain health and dieting.[55][unreliable source?]
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"Seasonal" here refers to the times of the year when the harvest or the flavor of a given type of food is at its peak. This is usually the time when the item is harvested, with some exceptions; an example being sweet potatoes which are best eaten quite a while after harvest. It also appeals to people who prefer a low carbon diet that reduces the greenhouse gas emissions resulting from food consumption (Food miles).
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Shelf-stable food (sometimes ambient food) is food of a type that can be safely stored at room temperature in a sealed container. This includes foods that would normally be stored refrigerated but which have been processed so that they can be safely stored at room or ambient temperature for a usefully long shelf life.
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Various food preservation and packaging techniques are used to extend a food's shelf life. Decreasing the amount of available water in a product, increasing its acidity, or irradiating[56] or otherwise sterilizing the food and then sealing it in an air-tight container are all ways of depriving bacteria of suitable conditions in which to thrive. All of these approaches can all extend a food's shelf life without unacceptably changing its taste or texture.
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For some foods, alternative ingredients can be used. Common oils and fats become rancid relatively quickly if not refrigerated; replacing them with hydrogenated oils delays the onset of rancidity, increasing shelf life. This is a common approach in industrial food production, but recent concerns about health hazards associated with trans fats have led to their strict control in several jurisdictions.[57] Even where trans fats are not prohibited, in many places there are new labeling laws (or rules), which require information to be printed on packages, or to be published elsewhere, about the amount of trans fat contained in certain products.
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Space food is a type of food product created and processed for consumption by astronauts in outer space. The food has specific requirements of providing balanced nutrition for individuals working in space while being easy and safe to store, prepare and consume in the machinery-filled weightless environments of crewed spacecraft.
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In recent years, space food has been used by various nations engaging in space programs as a way to share and show off their cultural identity and facilitate intercultural communication. Although astronauts consume a wide variety of foods and beverages in space, the initial idea from The Man in Space Committee of the Space Science Board in 1963 was to supply astronauts with a formula diet that would supply all the needed vitamins and nutrients.[58]
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Traditional foods are foods and dishes that are passed through generations[59] or which have been consumed many generations.[60] Traditional foods and dishes are traditional in nature, and may have a historic precedent in a national dish, regional cuisine[59] or local cuisine. Traditional foods and beverages may be produced as homemade, by restaurants and small manufacturers, and by large food processing plant facilities.[61]
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Some traditional foods have geographical indications and traditional specialities in the European Union designations per European Union schemes of geographical indications and traditional specialties: Protected designation of origin (PDO), Protected geographical indication (PGI) and Traditional specialities guaranteed (TSG). These standards serve to promote and protect names of quality agricultural products and foodstuffs.[62]
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This article also includes information about traditional beverages.
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Whole foods are plant foods that are unprocessed and unrefined, or processed and refined as little as possible, before being consumed.[63] Examples of whole foods include whole grains, tubers, legumes, fruits, vegetables.[64]
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There is some confusion over the usage of the term surrounding the inclusion of certain foods, in particular animal foods. The modern usage of the term whole foods diet is now widely synonymous with "whole foods plant-based diet" with animal products, oil and salt no longer constituting whole foods.[65]
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The earliest use of the term in the post-industrial age appears to be in 1946 in The Farmer, a quarterly magazine published and edited from his farm by F. Newman Turner, a writer and pioneering organic farmer. The magazine sponsored the establishment of the Producer-Consumer Whole Food Society Ltd, with Newman Turner as president and Derek Randal as vice-president.[66] Whole food was defined as "mature produce of field, orchard, or garden without subtraction, addition, or alteration grown from seed without chemical dressing, in fertile soil manured solely with animal and vegetable wastes, and composts therefrom, and ground, raw rock and without chemical manures, sprays, or insecticides," having intent to connect suppliers and the growing public demand for such food.[66] Such diets are rich in whole and unrefined foods, like whole grains, dark green and yellow/orange-fleshed vegetables and fruits, legumes, nuts and seeds.[63]
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Most food has always been obtained through agriculture. With increasing concern over both the methods and products of modern industrial agriculture, there has been a growing trend toward sustainable agricultural practices. This approach, partly fueled by consumer demand, encourages biodiversity, local self-reliance and organic farming methods.[67] Major influences on food production include international organizations (e.g. the World Trade Organization and Common Agricultural Policy), national government policy (or law), and war.[68]
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Several organisations have begun calling for a new kind of agriculture in which agroecosystems provide food but also support vital ecosystem services so that soil fertility and biodiversity are maintained rather than compromised. According to the International Water Management Institute and UNEP, well-managed agroecosystems not only provide food, fiber and animal products, they also provide services such as flood mitigation, groundwater recharge, erosion control and habitats for plants, birds, fish and other animals.[69]
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Animals, specifically humans, have five different types of tastes: sweet, sour, salty, bitter, and umami. As animals have evolved, the tastes that provide the most energy (sugar and fats) are the most pleasant to eat while others, such as bitter, are not enjoyable.[70] Water, while important for survival, has no taste.[71] Fats, on the other hand, especially saturated fats, are thicker and rich and are thus considered more enjoyable to eat.
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Generally regarded as the most pleasant taste, sweetness is almost always caused by a type of simple sugar such as glucose or fructose, or disaccharides such as sucrose, a molecule combining glucose and fructose.[72] Complex carbohydrates are long chains and thus do not have the sweet taste. Artificial sweeteners such as sucralose are used to mimic the sugar molecule, creating the sensation of sweet, without the calories. Other types of sugar include raw sugar, which is known for its amber color, as it is unprocessed. As sugar is vital for energy and survival, the taste of sugar is pleasant.
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The stevia plant contains a compound known as steviol which, when extracted, has 300 times the sweetness of sugar while having minimal impact on blood sugar.[73]
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Sourness is caused by the taste of acids, such as vinegar in alcoholic beverages. Sour foods include citrus, specifically lemons, limes, and to a lesser degree oranges. Sour is evolutionarily significant as it is a sign for a food that may have gone rancid due to bacteria.[74] Many foods, however, are slightly acidic, and help stimulate the taste buds and enhance flavor.
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Saltiness is the taste of alkali metal ions such as sodium and potassium. It is found in almost every food in low to moderate proportions to enhance flavor, although to eat pure salt is regarded as highly unpleasant. There are many different types of salt, with each having a different degree of saltiness, including sea salt, fleur de sel, kosher salt, mined salt, and grey salt. Other than enhancing flavor, its significance is that the body needs and maintains a delicate electrolyte balance, which is the kidney's function. Salt may be iodized, meaning iodine has been added to it, a necessary nutrient that promotes thyroid function. Some canned foods, notably soups or packaged broths, tend to be high in salt as a means of preserving the food longer. Historically salt has long been used as a meat preservative as salt promotes water excretion. Similarly, dried foods also promote food safety.[75]
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Bitterness is a sensation often considered unpleasant characterized by having a sharp, pungent taste. Unsweetened dark chocolate, caffeine, lemon rind, and some types of fruit are known to be bitter.
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Umami, the Japanese word for delicious, is the least known in Western popular culture but has a long tradition in Asian cuisine. Umami is the taste of glutamates, especially monosodium glutamate (MSG).[72] It is characterized as savory, meaty, and rich in flavor.[76] Salmon and mushrooms are foods high in umami.[77]
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Many scholars claim that the rhetorical function of food is to represent the culture of a country, and that it can be used as a form of communication. According to Goode, Curtis and Theophano, food "is the last aspect of an ethnic culture to be lost".[78]
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Many cultures have a recognizable cuisine, a specific set of cooking traditions using various spices or a combination of flavors unique to that culture, which evolves over time. Other differences include preferences (hot or cold, spicy, etc.) and practices, the study of which is known as gastronomy. Many cultures have diversified their foods by means of preparation, cooking methods, and manufacturing. This also includes a complex food trade which helps the cultures to economically survive by way of food, not just by consumption.
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Some popular types of ethnic foods include Italian, French, Japanese, Chinese, American, Cajun, Thai, African, Indian and Nepalese. Various cultures throughout the world study the dietary analysis of food habits. While evolutionarily speaking, as opposed to culturally, humans are omnivores, religion and social constructs such as morality, activism, or environmentalism will often affect which foods they will consume. Food is eaten and typically enjoyed through the sense of taste, the perception of flavor from eating and drinking. Certain tastes are more enjoyable than others, for evolutionary purposes.
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Aesthetically pleasing and eye-appealing food presentations can encourage people to consume foods. A common saying is that people "eat with their eyes". Food presented in a clean and appetizing way will encourage a good flavor, even if unsatisfactory.[79][80]
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Texture plays a crucial role in the enjoyment of eating foods. Contrasts in textures, such as something crunchy in an otherwise smooth dish, may increase the appeal of eating it. Common examples include adding granola to yogurt, adding croutons to a salad or soup, and toasting bread to enhance its crunchiness for a smooth topping, such as jam or butter.[81]
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Another universal phenomenon regarding food is the appeal of contrast in taste and presentation. For example, such opposite flavors as sweetness and saltiness tend to go well together, as in kettle corn and nuts.
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While many foods can be eaten raw, many also undergo some form of preparation for reasons of safety, palatability, texture, or flavor. At the simplest level this may involve washing, cutting, trimming, or adding other foods or ingredients, such as spices. It may also involve mixing, heating or cooling, pressure cooking, fermentation, or combination with other food. In a home, most food preparation takes place in a kitchen. Some preparation is done to enhance the taste or aesthetic appeal; other preparation may help to preserve the food; others may be involved in cultural identity. A meal is made up of food which is prepared to be eaten at a specific time and place.[82]
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The preparation of animal-based food usually involves slaughter, evisceration, hanging, portioning, and rendering. In developed countries, this is usually done outside the home in slaughterhouses, which are used to process animals en masse for meat production. Many countries regulate their slaughterhouses by law. For example, the United States has established the Humane Slaughter Act of 1958, which requires that an animal be stunned before killing. This act, like those in many countries, exempts slaughter in accordance with religious law, such as kosher, shechita, and dhabīḥah halal. Strict interpretations of kashrut require the animal to be fully aware when its carotid artery is cut.[83]
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On the local level, a butcher may commonly break down larger animal meat into smaller manageable cuts, and pre-wrap them for commercial sale or wrap them to order in butcher paper. In addition, fish and seafood may be fabricated into smaller cuts by a fishmonger. However, fish butchery may be done onboard a fishing vessel and quick-frozen for the preservation of quality.[84]
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The term "cooking" encompasses a vast range of methods, tools, and combinations of ingredients to improve the flavor or digestibility of food. Cooking technique, known as culinary art, generally requires the selection, measurement, and combining of ingredients in an ordered procedure in an effort to achieve the desired result. Constraints on success include the variability of ingredients, ambient conditions, tools, and the skill of the individual cook.[85] The diversity of cooking worldwide is a reflection of the myriad nutritional, aesthetic, agricultural, economic, cultural, and religious considerations that affect it.[86]
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Cooking requires applying heat to a food which usually, though not always, chemically changes the molecules, thus changing its flavor, texture, appearance, and nutritional properties.[87] Cooking certain proteins, such as egg whites, meats, and fish, denatures the protein, causing it to firm. There is archaeological evidence of roasted foodstuffs at Homo erectus campsites dating from 420,000 years ago.[88] Boiling as a means of cooking requires a container, and has been practiced at least since the 10th millennium BC with the introduction of pottery.[89]
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There are many different types of equipment used for cooking.
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Ovens are mostly hollow devices that get very hot (up to 500 °F (260 °C)) and are used for baking or roasting and offer a dry-heat cooking method. Different cuisines will use different types of ovens. For example, Indian culture uses a tandoor oven, which is a cylindrical clay oven which operates at a single high temperature.[90] Western kitchens use variable temperature convection ovens, conventional ovens, toaster ovens, or non-radiant heat ovens like the microwave oven. Classic Italian cuisine includes the use of a brick oven containing burning wood. Ovens may be wood-fired, coal-fired, gas, electric, or oil-fired.[91]
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Various types of cook-tops are used as well. They carry the same variations of fuel types as the ovens mentioned above. Cook-tops are used to heat vessels placed on top of the heat source, such as a sauté pan, sauce pot, frying pan, or pressure cooker. These pieces of equipment can use either a moist or dry cooking method and include methods such as steaming, simmering, boiling, and poaching for moist methods, while the dry methods include sautéing, pan frying, and deep-frying.[92]
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In addition, many cultures use grills for cooking. A grill operates with a radiant heat source from below, usually covered with a metal grid and sometimes a cover. An open-pit barbecue in the American south is one example along with the American style outdoor grill fueled by wood, liquid propane, or charcoal along with soaked wood chips for smoking.[93] A Mexican style of barbecue is called barbacoa, which involves the cooking of meats such as whole sheep over an open fire. In Argentina, an asado (Spanish for "grilled") is prepared on a grill held over an open pit or fire made upon the ground, on which a whole animal or smaller cuts are grilled.[94]
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Certain cultures highlight animal and vegetable foods in a raw state. Salads consisting of raw vegetables or fruits are common in many cuisines. Sashimi in Japanese cuisine consists of raw sliced fish or other meat, and sushi often incorporates raw fish or seafood. Steak tartare and salmon tartare are dishes made from diced or ground raw beef or salmon, mixed with various ingredients and served with baguettes, brioche, or frites.[95] In Italy, carpaccio is a dish of very thinly sliced raw beef, drizzled with a vinaigrette made with olive oil.[96] The health food movement known as raw foodism promotes a mostly vegan diet of raw fruits, vegetables, and grains prepared in various ways, including juicing, food dehydration, sprouting, and other methods of preparation that do not heat the food above 118 °F (47.8 °C).[97] An example of a raw meat dish is ceviche, a Latin American dish made with raw meat that is "cooked" from the highly acidic citric juice from lemons and limes along with other aromatics such as garlic.
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Restaurants employ chefs to prepare the food, and waiters to serve customers at the table.[98] The term restaurant comes from an old term for a restorative meat broth; this broth (or bouillon) was served in elegant outlets in Paris from the mid 18th century.[99][100] These refined "restaurants" were a marked change from the usual basic eateries such as inns and taverns,[100] and some had developed from early Parisian cafés, such as Café Procope, by first serving bouillon, then adding other cooked food to their menus.[101]
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Commercial eateries existed during the Roman period, with evidence of 150 "thermopolia", a form of fast food restaurant, found in Pompeii,[102] and urban sales of prepared foods may have existed in China during the Song dynasty.[103]
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In 2005, the population of the United States spent $496 billion on out-of-home dining. Expenditures by type of out-of-home dining were as follows: 40% in full-service restaurants, 37.2% in limited service restaurants (fast food), 6.6% in schools or colleges, 5.4% in bars and vending machines, 4.7% in hotels and motels, 4.0% in recreational places, and 2.2% in others, which includes military bases.[104][better source needed][relevant? – discuss]
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Packaged foods are manufactured outside the home for purchase. This can be as simple as a butcher preparing meat, or as complex as a modern international food industry. Early food processing techniques were limited by available food preservation, packaging, and transportation. This mainly involved salting, curing, curdling, drying, pickling, fermenting, and smoking.[105] Food manufacturing arose during the industrial revolution in the 19th century.[106] This development took advantage of new mass markets and emerging technology, such as milling, preservation, packaging and labeling, and transportation. It brought the advantages of pre-prepared time-saving food to the bulk of ordinary people who did not employ domestic servants.[107]
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At the start of the 21st century, a two-tier structure has arisen, with a few international food processing giants controlling a wide range of well-known food brands. There also exists a wide array of small local or national food processing companies.[108] Advanced technologies have also come to change food manufacture. Computer-based control systems, sophisticated processing and packaging methods, and logistics and distribution advances can enhance product quality, improve food safety, and reduce costs.[107]
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The World Bank reported that the European Union was the top food importer in 2005, followed at a distance by the US and Japan. Britain's need for food was especially well-illustrated in World War II. Despite the implementation of food rationing, Britain remained dependent on food imports and the result was a long term engagement in the Battle of the Atlantic.
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Food is traded and marketed on a global basis. The variety and availability of food is no longer restricted by the diversity of locally grown food or the limitations of the local growing season.[109] Between 1961 and 1999, there was a 400% increase in worldwide food exports.[110] Some countries are now economically dependent on food exports, which in some cases account for over 80% of all exports.[111]
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In 1994, over 100 countries became signatories to the Uruguay Round of the General Agreement on Tariffs and Trade in a dramatic increase in trade liberalization. This included an agreement to reduce subsidies paid to farmers, underpinned by the WTO enforcement of agricultural subsidy, tariffs, import quotas, and settlement of trade disputes that cannot be bilaterally resolved.[112] Where trade barriers are raised on the disputed grounds of public health and safety, the WTO refer the dispute to the Codex Alimentarius Commission, which was founded in 1962 by the United Nations Food and Agriculture Organization and the World Health Organization. Trade liberalization has greatly affected world food trade.[113]
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Food marketing brings together the producer and the consumer. The marketing of even a single food product can be a complicated process involving many producers and companies. For example, fifty-six companies are involved in making one can of chicken noodle soup. These businesses include not only chicken and vegetable processors but also the companies that transport the ingredients and those who print labels and manufacture cans.[114] The food marketing system is the largest direct and indirect non-government employer in the United States.
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In the pre-modern era, the sale of surplus food took place once a week when farmers took their wares on market day into the local village marketplace. Here food was sold to grocers for sale in their local shops for purchase by local consumers.[86][107] With the onset of industrialization and the development of the food processing industry, a wider range of food could be sold and distributed in distant locations. Typically early grocery shops would be counter-based shops, in which purchasers told the shop-keeper what they wanted, so that the shop-keeper could get it for them.[86][115]
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In the 20th century, supermarkets were born. Supermarkets brought with them a self service approach to shopping using shopping carts, and were able to offer quality food at lower cost through economies of scale and reduced staffing costs. In the latter part of the 20th century, this has been further revolutionized by the development of vast warehouse-sized, out-of-town supermarkets, selling a wide range of food from around the world.[116]
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Unlike food processors, food retailing is a two-tier market in which a small number of very large companies control a large proportion of supermarkets. The supermarket giants wield great purchasing power over farmers and processors, and strong influence over consumers. Nevertheless, less than 10% of consumer spending on food goes to farmers, with larger percentages going to advertising, transportation, and intermediate corporations.[117]
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It is rare for price spikes to hit all major foods in most countries at once, but food prices suffered all-time peaks in 2008 and 2011, posting a 15% and 12% deflated increase year-over-year, representing prices higher than any data collected.[119] One reason for the increase in food prices may be the increase in oil prices at the same time.[120][121]
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In December 2007, 37 countries faced food crises, and 20 had imposed some sort of food-price controls. In China, the price of pork jumped 58% in 2007. In the 1980s and 1990s, farm subsidies and support programs allowed major grain exporting countries to hold large surpluses, which could be tapped during food shortages to keep prices down. However, new trade policies had made agricultural production much more responsive to market demands, putting global food reserves at their lowest since 1983.[122]
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Rising food prices in those years have been linked with social unrest around the world, including rioting in Bangladesh and Mexico,[123] and the Arab Spring.[124]
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Food prices worldwide increased in 2008.[125][126]
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One cause of rising food prices is wealthier Asian consumers are westernizing their diets, and farmers and nations of the third world are struggling to keep up the pace. The past five years have seen rapid growth in the contribution of Asian nations to the global fluid and powdered milk manufacturing industry, which in 2008 accounted for more than 30% of production, while China alone accounts for more than 10% of both production and consumption in the global fruit and vegetable processing and preserving industry.[127]
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In 2013 Overseas Development Institute researchers showed that rice has more than doubled in price since 2000, rising by 120% in real terms. This was as a result of shifts in trade policy and restocking by major producers. More fundamental drivers of increased prices are the higher costs of fertilizer, diesel, and labor. Parts of Asia see rural wages rise with potential large benefits for the 1.3 billion (2008 estimate) of Asia's poor in reducing the poverty they face. However, this negatively impacts more vulnerable groups who don't share in the economic boom, especially in Asian and African coastal cities. The researchers said the threat means social-protection policies are needed to guard against price shocks. The research proposed that in the longer run, the rises present opportunities to export for Western African farmers with high potential for rice production to replace imports with domestic production.[128]
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Most recently, global food prices have been more stable and relatively low, after a sizable increase in late 2017, they are back under 75% of the nominal value seen during the all-time high in the 2011 food crisis.
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Institutions such as hedge funds, pension funds and investment banks like Barclays Capital, Goldman Sachs and Morgan Stanley[123] have been instrumental in pushing up prices in the last five years, with investment in food commodities rising from $65bn to $126bn (£41bn to £79bn) between 2007 and 2012, contributing to 30-year highs. This has caused price fluctuations which are not strongly related to the actual supply of food, according to the United Nations.[123] Financial institutions now make up 61% of all investment in wheat futures. According to Olivier De Schutter, the UN special rapporteur on food, there was a rush by institutions to enter the food market following George W. Bush's Commodities Futures Modernization Act of 2000.[123] De Schutter told the Independent in March 2012: "What we are seeing now is that these financial markets have developed massively with the arrival of these new financial investors, who are purely interested in the short-term monetary gain and are not really interested in the physical thing – they never actually buy the ton of wheat or maize; they only buy a promise to buy or to sell. The result of this financialization of the commodities market is that the prices of the products respond increasingly to a purely speculative logic. This explains why in very short periods of time we see prices spiking or bubbles exploding because prices are less and less determined by the real match between supply and demand."[123] In 2011, 450 economists from around the world called on the G20 to regulate the commodities market more.[123]
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Some experts have said that speculation has merely aggravated other factors, such as climate change, competition with bio-fuels and overall rising demand.[123] However, some such as Jayati Ghosh, professor of economics at Jawaharlal Nehru University in New Delhi, have pointed out that prices have increased irrespective of supply and demand issues: Ghosh points to world wheat prices, which doubled in the period from June to December 2010, despite there being no fall in global supply.[123]
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Food deprivation leads to malnutrition and ultimately starvation. This is often connected with famine, which involves the absence of food in entire communities. This can have a devastating and widespread effect on human health and mortality. Rationing is sometimes used to distribute food in times of shortage, most notably during times of war.[68]
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Starvation is a significant international problem. Approximately 815 million people are undernourished, and over 16,000 children die per day from hunger-related causes.[129] Food deprivation is regarded as a deficit need in Maslow's hierarchy of needs and is measured using famine scales.[130]
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Food aid can benefit people suffering from a shortage of food. It can be used to improve peoples' lives in the short term, so that a society can increase its standard of living to the point that food aid is no longer required.[131] Conversely, badly managed food aid can create problems by disrupting local markets, depressing crop prices, and discouraging food production. Sometimes a cycle of food aid dependence can develop.[132] Its provision, or threatened withdrawal, is sometimes used as a political tool to influence the policies of the destination country, a strategy known as food politics. Sometimes, food aid provisions will require certain types of food be purchased from certain sellers, and food aid can be misused to enhance the markets of donor countries.[133] International efforts to distribute food to the neediest countries are often coordinated by the World Food Programme.[134]
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Foodborne illness, commonly called "food poisoning", is caused by bacteria, toxins, viruses, parasites, and prions. Roughly 7 million people die of food poisoning each year, with about 10 times as many suffering from a non-fatal version.[135] The two most common factors leading to cases of bacterial foodborne illness are cross-contamination of ready-to-eat food from other uncooked foods and improper temperature control. Less commonly, acute adverse reactions can also occur if chemical contamination of food occurs, for example from improper storage, or use of non-food grade soaps and disinfectants. Food can also be adulterated by a very wide range of articles (known as "foreign bodies") during farming, manufacture, cooking, packaging, distribution, or sale. These foreign bodies can include pests or their droppings, hairs, cigarette butts, wood chips, and all manner of other contaminants. It is possible for certain types of food to become contaminated if stored or presented in an unsafe container, such as a ceramic pot with lead-based glaze.[135]
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Food poisoning has been recognized as a disease since as early as Hippocrates.[136] The sale of rancid, contaminated, or adulterated food was commonplace until the introduction of hygiene, refrigeration, and vermin controls in the 19th century. Discovery of techniques for killing bacteria using heat, and other microbiological studies by scientists such as Louis Pasteur, contributed to the modern sanitation standards that are ubiquitous in developed nations today. This was further underpinned by the work of Justus von Liebig, which led to the development of modern food storage and food preservation methods.[137] In more recent years, a greater understanding of the causes of food-borne illnesses has led to the development of more systematic approaches such as the Hazard Analysis and Critical Control Points (HACCP), which can identify and eliminate many risks.[138]
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Recommended measures for ensuring food safety include maintaining a clean preparation area with foods of different types kept separate, ensuring an adequate cooking temperature, and refrigerating foods promptly after cooking.[139]
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Foods that spoil easily, such as meats, dairy, and seafood, must be prepared a certain way to avoid contaminating the people for whom they are prepared. As such, the rule of thumb is that cold foods (such as dairy products) should be kept cold and hot foods (such as soup) should be kept hot until storage. Cold meats, such as chicken, that are to be cooked should not be placed at room temperature for thawing, at the risk of dangerous bacterial growth, such as Salmonella or E. coli.[140]
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Some people have allergies or sensitivities to foods that are not problematic to most people. This occurs when a person's immune system mistakes a certain food protein for a harmful foreign agent and attacks it. About 2% of adults and 8% of children have a food allergy.[141] The amount of the food substance required to provoke a reaction in a particularly susceptible individual can be quite small. In some instances, traces of food in the air, too minute to be perceived through smell, have been known to provoke lethal reactions in extremely sensitive individuals. Common food allergens are gluten, corn, shellfish (mollusks), peanuts, and soy.[141] Allergens frequently produce symptoms such as diarrhea, rashes, bloating, vomiting, and regurgitation. The digestive complaints usually develop within half an hour of ingesting the allergen.[141]
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Rarely, food allergies can lead to a medical emergency, such as anaphylactic shock, hypotension (low blood pressure), and loss of consciousness. An allergen associated with this type of reaction is peanut, although latex products can induce similar reactions.[141] Initial treatment is with epinephrine (adrenaline), often carried by known patients in the form of an Epi-pen or Twinject.[142][143]
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Human diet was estimated to cause perhaps around 35% of cancers in a human epidemiological analysis by Richard Doll and Richard Peto in 1981.[144] These cancer may be caused by carcinogens that are present in food naturally or as contaminants. Food contaminated with fungal growth may contain mycotoxins such as aflatoxins which may be found in contaminated corn and peanuts. Other carcinogens identified in food include heterocyclic amines generated in meat when cooked at high temperature, polyaromatic hydrocarbons in charred meat and smoked fish, and nitrosamines generated from nitrites used as food preservatives in cured meat such as bacon.[145]
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Anticarcinogens that may help prevent cancer can also be found in many food especially fruit and vegetables. Antioxidants are important groups of compounds that may help remove potentially harmful chemicals. It is however often difficult to identify the specific components in diet that serve to increase or decrease cancer risk since many food, such as beef steak and broccoli, contain low concentrations of both carcinogens and anticarcinogens.[145]
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There are many international certifications in the cooking field, such as Monde Selection, A.A. Certification, iTQi. They use high-quality evaluation methods to make the food become safer.
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Many cultures hold some food preferences and some food taboos. Dietary choices can also define cultures and play a role in religion. For example, only kosher foods are permitted by Judaism, halal foods by Islam, and in Hinduism beef is restricted.[149] In addition, the dietary choices of different countries or regions have different characteristics. This is highly related to a culture's cuisine.
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Dietary habits play a significant role in the health and mortality of all humans. Imbalances between the consumed fuels and expended energy results in either starvation or excessive reserves of adipose tissue, known as body fat.[150] Poor intake of various vitamins and minerals can lead to diseases that can have far-reaching effects on health. For instance, 30% of the world's population either has, or is at risk for developing, iodine deficiency.[151] It is estimated that at least 3 million children are blind due to vitamin A deficiency.[152] Vitamin C deficiency results in scurvy.[153] Calcium, Vitamin D, and phosphorus are inter-related; the consumption of each may affect the absorption of the others. Kwashiorkor and marasmus are childhood disorders caused by lack of dietary protein.[154]
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Many individuals limit what foods they eat for reasons of morality or other habits. For instance, vegetarians choose to forgo food from animal sources to varying degrees. Others choose a healthier diet, avoiding sugars or animal fats and increasing consumption of dietary fiber and antioxidants.[155] Obesity, a serious problem in the western world, leads to higher chances of developing heart disease, diabetes, cancer and many other diseases.[156] More recently, dietary habits have been influenced by the concerns that some people have about possible impacts on health or the environment from genetically modified food.[157] Further concerns about the impact of industrial farming (grains) on animal welfare, human health, and the environment are also having an effect on contemporary human dietary habits. This has led to the emergence of a movement with a preference for organic and local food.[158]
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Between the extremes of optimal health and death from starvation or malnutrition, there is an array of disease states that can be caused or alleviated by changes in diet. Deficiencies, excesses, and imbalances in diet can produce negative impacts on health, which may lead to various health problems such as scurvy, obesity, or osteoporosis, diabetes, cardiovascular diseases as well as psychological and behavioral problems. The science of nutrition attempts to understand how and why specific dietary aspects influence health.
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Nutrients in food are grouped into several categories. Macronutrients are fat, protein, and carbohydrates. Micronutrients are the minerals and vitamins. Additionally, food contains water and dietary fiber.
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As previously discussed, the body is designed by natural selection to enjoy sweet and fattening foods for evolutionary diets, ideal for hunters and gatherers. Thus, sweet and fattening foods in nature are typically rare and are very pleasurable to eat. In modern times, with advanced technology, enjoyable foods are easily available to consumers. Unfortunately, this promotes obesity in adults and children alike.
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|
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Some countries list a legal definition of food, often referring them with the word foodstuff. These countries list food as any item that is to be processed, partially processed, or unprocessed for consumption. The listing of items included as food includes any substance intended to be, or reasonably expected to be, ingested by humans. In addition to these foodstuffs, drink, chewing gum, water, or other items processed into said food items are part of the legal definition of food. Items not included in the legal definition of food include animal feed, live animals (unless being prepared for sale in a market), plants prior to harvesting, medicinal products, cosmetics, tobacco and tobacco products, narcotic or psychotropic substances, and residues and contaminants.[159]
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Manila (/məˈnɪlə/, Tagalog: Maynilà, pronounced [majˈnilaʔ]), officially the City of Manila (Tagalog: Lungsod ng Maynilà [luŋˈsod nɐŋ majˈnilaʔ]), is the capital of the Philippines and a highly urbanized city. It is the most densely populated city proper in the world as of 2019.[11] It was the first chartered city by virtue of the Philippine Commission Act 183 on July 31, 1901 and gained autonomy with the passage of Republic Act No. 409 or the "Revised Charter of the City of Manila" on June 18, 1949.[12] Manila, alongside Mexico City and Madrid are considered the world's original set of Global Cities due to Manila's commercial networks being the first to traverse the Pacific Ocean, thus connecting Asia with the Spanish Americas, marking the first time in world history when an uninterrupted chain of trade routes circled the planet.[13] Manila is also the second most natural disaster-afflicted capital city in the world next to Tokyo,[14] yet it is simultaneously among the most populous and fastest growing cities in Southeast Asia.[15]
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The Spanish city of Manila was founded on June 24, 1571, by Spanish conquistador Miguel López de Legazpi. The date is regarded as the city's official founding date; however, a Tagalog fortified polity called Maynilà had already existed on the site, dating back as far as 1258, from which the Spanish and English name of Manila was derived. A Spanish fortified city called Intramuros was built directly on top of the site of old Maynilà, following the defeat of the polity's last indigenous Rajah, Sulayman III, in the Battle of Bangkusay. Manila was the seat of power for most of the country's colonial rulers. It is home to many historic sites, some of which were built during the 16th century. Manila has many of the Philippines' firsts, including the first university (1590),[16] light station (1642), lighthouse tower (1846), water system (1878), hotel (1889), electricity (1895), oceanarium (1913),[17] stock exchange (1927), flyover (1930s), zoo (1959), pedestrian underpass (1960),[18] science high school (1963),[19] city-run university (1965), city-run hospital (1969), and rapid transit system (1984; also considered as the first rapid transit system in Southeast Asia).[20]
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The term "Manila" is commonly used to refer to the whole metropolitan area, the greater metropolitan area or the city proper. The officially defined metropolitan area called Metro Manila, the capital region of the Philippines, includes the much larger Quezon City and the Makati Central Business District. It is the most populous region of the country, one of the most populous urban areas in the world,[21] and is one of the wealthiest regions in Southeast Asia.[22] The city proper is home to 1,780,148 people in 2015,[6] and is the historic core of a built-up area that extends well beyond its administrative limits. With 71,263 people per square kilometer, Manila is also the most densely populated city proper in the world.[6][7]
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The city is located on the eastern shores of Manila Bay. The Pasig River flows through the middle of the city, dividing it into the north and south sections. Manila is made up of 16 administrative districts: Binondo, Ermita, Intramuros, Malate, Paco, Pandacan, Port Area, Quiapo, Sampaloc, San Andres, San Miguel, San Nicolas, Santa Ana, Santa Cruz, Santa Mesa and Tondo, while it is divided into six districts for its representation in Congress and the election of the city council members. In 2018, the Globalization and World Cities Research Network listed Manila as an "Alpha-" global city,[23] in the same year, Manila is ranked seventh in economic performance globally and second regionally (the latter situation being behind Delhi, India)[24] while the Global Financial Centres Index ranks Manila 103rd in the world.[25]
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Maynilà, the Filipino name for the city, comes from the phrase may-nilà, which translates to "where indigo is found."[26] Nilà is derived from the Sanskrit word nīla (नील) which refers to indigo, and, by extension, to several plant species from which this natural dye can be extracted.[26][27] The Maynilà name is more likely in reference to the presence of indigo-yielding plants growing in the area surrounding the settlement, rather than Maynilà being known as a settlement that trades in indigo dye.[26] This is because the settlement was founded several hundred years before indigo dye extraction became an important economic activity in the area in the 18th century.[26] The native Tagalog name for the indigo plant, tayum (or variations thereof)[26][28] actually finds use in another toponym within the Manila area — Tayuman ("where the indigo [plant] is") — and elsewhere in the Philippines (e.g., Tayum, Abra; Tagum, Davao del Norte).
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Maynilà was eventually adopted into Spanish as Manila.
|
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An antiquarian and inaccurate etymology asserts the origin of the city's name as may-nilad ("where nilad is found").[26] Here, nilad is taken to be the name for one of two littoral plant species:
|
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From a linguistic perspective it is unlikely for native Tagalog speakers to completely drop the final consonant /d/ in nilad to arrive at the present form Maynilà.[26] As an example, nearby Bacoor still retains the final consonant of the old Tagalog word bakoód ("elevated piece of land"), even in old Spanish renderings of the placename (e.g., Vacol, Bacor).[31] Historians Ambeth Ocampo[32][33] and Joseph Baumgartner[26] have also found that in all early documents, the place had always been written without the final /d/, thereby making the may-nilad etymology spurious.
|
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The misidentification of nilad as the source of the toponym appears to originate from an 1887 essay written by Trinidad Pardo de Tavera, in which he wrote nila as both referring to Indigofera tinctoria (true indigo) and to Ixora manila (actually, nilád in Tagalog[30]).[27][26] Early 20th century writings, such as those of Julio Nakpil[34] and of Blair and Robertson then repeated the claim.[35][33] Today, this erroneous etymology continues to be perpetuated through casual repetition in both literature[36][37] and popular use, such as in Maynilad Water Services and the name of the underpass close to Manila City Hall, Lagusnilad ("Nilad Pass").[32]
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The earliest evidence of human life around present-day Manila is the nearby Angono Petroglyphs, dated to around 3000 BC. Negritos, the aboriginal inhabitants of the Philippines, lived across the island of Luzon, where Manila is located, before the Malayo-Polynesians migrated in and assimilated them.[38]
|
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Manila was an active trade partner with the Song and Yuan dynasties.[39] The polity of Tondo flourished during the latter half of the Ming dynasty as a result of direct trade relations with China. The Tondo district was the traditional capital of the empire, and its rulers were sovereign kings, not mere chieftains. Tondo was christened under the Chinese characters for "Eastern Totality (All)" or "東都" due to its location east of China. The kings of Tondo were addressed variously as panginuan in Maranao or panginoón in Tagalog ("lords"); anák banwa ("son of heaven"); or lakandula ("lord of the palace"). The Emperor of China considered the Lakans—the rulers of ancient Manila—"王", or kings.[40]
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In the 13th century, Manila consisted of a fortified settlement and trading quarter on the shore of the Pasig River. It was then settled by the Indianized empire of Majapahit, as recorded in the epic eulogy poem "Nagarakretagama", which described the area's conquest by Maharaja Hayam Wuruk.[40] Selurong (षेलुरोङ्), a historical name for Manila, is listed in Canto 14 alongside Sulot, which is now Sulu, and Kalka. Selurong (Manila) together with Sulot (Sulu) was able to regain independence afterwards and Sulu even attacked and looted the Majapahit province of Po-ni (Brunei) in retribution.[40]
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During the reign of the Arab Emir, Sharif Ali's descendant, Sultan Bolkiah, from 1485 to 1521, the Sultanate of Brunei which had seceded from Hindu Majapahit and became a Muslim, had invaded the area. The Bruneians wanted to take advantage of Tondo's strategic position in trade with China and Indonesia and thus attacked its environs and established the Muslim Rajahnate of Maynilà (كوتا سلودوڠ; Kota Seludong). The rajahnate was ruled under and gave yearly tribute to the Sultanate of Brunei as a satellite state.[41] It created a new dynasty under the local leader, who accepted Islam and became Rajah Salalila or Sulaiman I. He established a trading challenge to the already rich House of Lakan Dula in Tondo. Islam was further strengthened by the arrival of Muslim traders from the Middle East and Southeast Asia.[42]
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On June 24, 1571, the conquistador Miguel López de Legazpi arrived in Manila and declared it a territory of New Spain (Mexico), establishing a city council in what is now the district of Intramuros. He took advantage of a Tondo vs Manila territorial conflict to justify expelling or converting Bruneian Muslim colonists who supported their Manila vassals while his Mexican grandson Juan de Salcedo had a romance with a princess of Tondo, Kandarapa.[43] López de Legazpi had the local royalty executed or exiled after the failure of the Conspiracy of the Maharlikas, a plot wherein an alliance between datus, rajahs, Japanese merchants and the Sultanate of Brunei would band together to execute the Spaniards, along with their Latin American recruits and Visayan allies. The victorious Spaniards made Manila, the capital of the Spanish East Indies and of the Philippines, which their empire would control for the next three centuries. In 1574, Manila was temporarily besieged by the Chinese pirate Lim Hong, who was ultimately thwarted by the local inhabitants. Upon Spanish settlement, Manila was immediately made, by papal decree, a suffragan of the Archdiocese of Mexico. Then, by royal decree of Philip II of Spain, the city of Manila was put under the spiritual patronage of Saint Pudentiana and Our Lady of Guidance (Spurred by a locally found sacred image i.e. a Black Madonna of unknown origin; one theory is that it is from Portuguese-Macau, another is that, it is a Tantric goddess and this was worshiped by the natives in a Pagan-Hindu manner and had survived Islamic iconoclasm by the Sultanate of Brunei. This image was interpreted to be of Marian nature, and it was found during the Miguel de Legazpi expedition and eventually a Mexican hermit built a chapel around that image).
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Manila became famous for its role in the Manila–Acapulco galleon trade, which lasted for more than two centuries and brought goods from Europe, Africa and Hispanic America across the Pacific Islands to Southeast Asia (which was already an entrepôt for goods coming from India, Indonesia and China), and vice versa. Silver that was mined in Mexico and Peru was exchanged for Chinese silk, Indian gems and the spices of Indonesia and Malaysia. Likewise, wines and olives grown in Europe and North Africa were shipped via Mexico to Manila.[44] In 1606, upon the Spanish conquest of the Sultanate of Ternate, one of monopolizers of the growing of spice, the Spanish deported the Sultan of Ternate along with his clan and his entire entourage to Manila were they were initially enslaved and eventually converted to Christianity.[45] About 200 families of mixed Mexican-Filipino-Spanish and Papuan-Indonesian-Portuguese descent from Ternate and Tidor followed him there at a later date.[46] The city attained great wealth due to it being at the confluence of three great commercial exchanges: the Silk Road, the Spice Route and the Silver Flow. Jealous of her wealth, the city was captured by Great Britain in 1762 as part of the Seven Years' War in Europe.[47] The city was then occupied by the British for twenty months from 1762 to 1764 in their attempt to rule the Spanish East Indies, but the city was cut off from the rest of the country by Spanish-Filipino forces who refused to accept British rule.[48] Frustrated by their inability to take the rest of the archipelago, the British eventually withdrew in accordance with the 1763 Treaty of Paris. An unknown number of Indian soldiers known as sepoys, who came with the British, deserted and settled in nearby Cainta, Rizal, which explains the uniquely Indian features of generations of Cainta residents.[49][50]
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The Chinese were then punished for supporting the British invasion, and the fortress city of Intramuros, initially populated by 1200 Spanish families and garrisoned by 400 Spanish troops,[51] kept its cannons pointed at Binondo, the world's oldest Chinatown.[52] The Mexican population was concentrated at the south part of Manila,[53][54] and also at Cavite, where ships from Spain's American colonies docked, and at Ermita, an area so named because of a Mexican hermit that lived there. The Philippines hosts the only Latin American-established districts in Asia.[55] When the Spanish evacuated Ternate, they settled the Papuan refugees in Ternate, Cavite which was named after their former homeland.[56]
|
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The rise of Spanish Manila marked the first time in world history where all hemispheres and continents were interconnected in a worldwide trade network. Thus, making Manila, alongside Mexico and Madrid, the world's original set of Global Cities, predating the ascent of modern Alpha++ class world cities like New York or London as global financial centers, by hundreds of years.[57] A Spanish Jesuit Priest commented that due to the confluence of many foreign languages gathering in Manila, he said that the confessional in Manila is "the most difficult in the world."[58] Another Spanish missionary in the 1600s by the name of Fray Juan de Cobo was so astonished by the manifold commerce, cultural complexity and ethnic diversity in Manila he thus wrote the following to his brethren in Mexico:
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"The diversity here is immense such that I could go on forever trying to differentiate lands and peoples. There are Castilians from all provinces. There are Portuguese and Italians; Dutch, Greeks and Canary Islanders, and Mexican Indians. There are slaves from Africa brought by the Spaniards [Through America], and others brought by the Portuguese [Through India]. There is an African Moor with his turban here. There are Javanese from Java, Japanese and Bengalese from Bengal. Among all these people are the Chinese whose numbers here are untold and who outnumber everyone else. From China there are peoples so different from each other, and from provinces as distant, as Italy is from Spain. Finally, of the mestizos, the mixed-race people here, I cannot even write because in Manila there is no limit to combinations of peoples with peoples. This is in the city where all the buzz is." (Remesal, 1629: 680–1)
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After Mexico gained independence in 1821, Spain began to govern Manila directly.[60] Under direct Spanish rule, banking, industry and education flourished more than they had in the previous two centuries.[61] The opening of the Suez Canal in 1869 facilitated direct trade and communications with Spain. The city's growing wealth and education attracted indigenous peoples, Negritos, Malays, Africans, Chinese, Indians, Arabs, Europeans, Latinos and Papuans from the surrounding provinces[62] and facilitated the rise of an ilustrado class that espoused liberal ideas: the ideological foundations of the Philippine Revolution, which sought independence from Spain. A revolt by Andres Novales was inspired by the Latin American wars of independence. Following the Cavite Mutiny and the Propaganda Movement, the Philippine revolution eventually erupted, Manila was among the first eight provinces to rebel and thus their role was immortalized in the Philippine Flag where Manila was marked as one of the eight rays of the symbolic sun.
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After the 1898 Battle of Manila, Spain ceded Manila to the United States. The First Philippine Republic, based in nearby Bulacan, fought against the Americans for control of the city.[63] The Americans defeated the First Philippine Republic captured President Emilio Aguinaldo, who declared allegiance to the United States on April 1, 1901.
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Upon drafting a new charter for Manila in June 1901, the Americans made official what had long been tacit: that the city of Manila consisted not of Intramuros alone but also of the surrounding areas. The new charter proclaimed that Manila was composed of eleven municipal districts: presumably Binondo, Ermita, Intramuros, Malate, Paco, Pandacan, Sampaloc, San Miguel, Santa Ana, Santa Cruz and Tondo. In addition, the Catholic Church recognized five parishes—Gagalangin, Trozo, Balic-Balic, Santa Mesa and Singalong—as part of Manila. Later, two more would be added: Balut and San Andres.[64]
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Under American control, a new, civilian-oriented Insular Government headed by Governor-General William Howard Taft invited city planner Daniel Burnham to adapt Manila to modern needs.[65] The Burnham Plan included the development of a road system, the use of waterways for transportation, and the beautification of Manila with waterfront improvements and construction of parks, parkways and buildings.[66][67] The planned buildings included a government center occupying all of Wallace Field, which extends from Rizal Park to the present Taft Avenue. The Philippine Capitol was to rise at the Taft Avenue end of the field, facing toward the sea. Along with buildings for various government bureaus and departments, it would form a quadrangle with a lagoon in the center and a monument to José Rizal at the other end of the field. Of Burnham's proposed government center, only three units—the Legislative Building and the buildings of the Finance and Agricultural Departments—were completed when World War II erupted.
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During the Japanese occupation of the Philippines, American soldiers were ordered to withdraw from Manila, and all military installations were removed on December 24, 1941. General Douglas MacArthur declared Manila an open city to prevent further death and destruction, but Japanese warplanes continued to bomb it. Manila was occupied by Japanese forces on January 2, 1942.
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From February 3 to March 3, 1945, Manila was the site of the bloodiest battle in the Pacific theater of World War II. Some 100,000 civilians were killed in February.[68] At the end of the battle, Manila was recaptured by joint American and Philippine troops. It was the second most devastated city in the world, after Warsaw, during the Second World War. Almost all of the structures in the city, particularly in Intramuros, were destroyed.
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It was after the many times when Manila was once again destroyed by war, when the city earned the moniker "The City of Our Affections". This nickname was given by National Artist and writer Nick Joaquin, in reference to the spirit of resilience the city has had in the face of the constant wars that have razed it and also in repeatedly surviving and rebuilding despite being the second-most natural disaster prone city in the world.[69] This is reflected in the noble spirit of Manileños and Filipinos who, despite having the second-most disaster prone capital city in the world and also the second-most war devastated capital city in recent history, are the most generous nationality in Southeast Asia and the 17th most generous nationality worldwide.[70] Manila (and the Philippines in general) is also among the top sources of missionaries worldwide.[71] This is explained by the fact that the Philippines is one of the most fervently Christian countries in the world and is ranked as the 5th most religious country, globally.[72]
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In 1948, President Elpidio Quirino moved the seat of government of the Philippines to Quezon City, a new capital in the suburbs and fields northeast of Manila, created in 1939 during the administration of President Manuel L. Quezon.[73] The move ended any implementation of the Burnham Plan's intent for the government centre to be at Luneta.
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With the Visayan-born Arsenio Lacson as its first elected mayor in 1952 (all mayors were appointed before this), Manila underwent The Golden Age,[74] once again earning its status as the "Pearl of the Orient", a moniker it earned before the Second World War. After Lacson's term in the 1950s, Manila was led by Antonio Villegas for most of the 1960s. Ramon Bagatsing (an Indian-Filipino) was mayor for nearly the entire 1970s until the 1986 People Power Revolution. Mayors Lacson, Villegas, and Bagatsing are collectively known as the "Big Three of Manila" for their contribution to the development of the city and their lasting legacy in improving the quality of life and welfare of the people of Manila.
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During the administration of Ferdinand Marcos, the region of Metro Manila was created as an integrated unit with the enactment of Presidential Decree No. 824 on November 7, 1975. The area encompassed four cities and thirteen adjoining towns, as a separate regional unit of government.[75] On the 405th anniversary of the city's foundation on June 24, 1976, Manila was reinstated by President Marcos as the capital of the Philippines for its historical significance as the seat of government since the Spanish Period. Presidential Decree No. 940 states that Manila has always been to the Filipino people and in the eyes of the world, the premier city of the Philippines being the center of trade, commerce, education and culture.[76] Concurrent with the reinstatement of Manila as the capital, Ferdinand Marcos designated his wife, Imelda Marcos, as the first governor of Metro Manila. She started the rejuvenation of the city as she re-branded Manila as the "City of Man".[77]
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During the martial law era, Manila became a hot-bed of resistance activity as youth and student demonstrators repeatedly clashed with the police and military which were subservient to the Marcos regime. After decades of resistance, the non-violent People Power Revolution (predecessor to the peaceful-revolutions that toppled the iron-curtain in Europe), led by Maria Corazon Aquino and Cardinal Jaime Sin, ousted the dictator Marcos from power.[78]
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From 1986–1992, Mel Lopez was mayor of Manila. During his early years, his administration was faced with 700 million pesos worth of debt and inherited an empty treasury. In the first eleven months, however, the debt was reduced to 365 million pesos and the city's income rose by around 70% eventually leaving the city with positive income until the end of his term. Lopez closed down numerous illegal gambling joints and jueteng. In January 1990, Lopez padlocked two Manila casinos operated by the Philippine Amusement and Gaming Corporation (PAGCOR), saying the billions it gained cannot make up for the negative effects gambling inflicts upon the people, particularly the youth. He also revived the Boys’ Town Haven (now referred to as “Boys Town”), rehabilitating its facilities to accommodate underprivileged children and provide them with livelihood and education.
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In 1992, Alfredo Lim was elected mayor, the first Chinese-Filipino to hold the office. He was known for his anti-crime crusades. Lim was succeeded by Lito Atienza, who served as his vice mayor. Atienza was known for his campaign (and city slogan) "Buhayin ang Maynila" (Revive Manila), which saw the establishment of several parks and the repair and rehabilitation of the city's deteriorating facilities. He was the city's mayor for 3 terms (9 years) before being termed out of office. Lim once again ran for mayor and defeated Atienza's son Ali in the 2007 city election and immediately reversed all of Atienza's projects[79] claiming Atienza's projects made little contribution to the improvements of the city. The relationship of both parties turned bitter, with the two pitting again during the 2010 city elections in which Lim won against Atienza. Lim was sued by councilor Dennis Alcoreza on 2008 over human rights,[80] charged with graft over the rehabilitation of public schools,[81] and was heavily criticized for his haphazard resolution of the Rizal Park hostage taking incident, one of the deadliest hostage crisis in the Philippines. Later on, Vice Mayor Isko Moreno and 28 city councilors filed another case against Lim in 2012, stating that Lim's statement in a meeting were "life-threatening" to them.[82]
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In 2012, DMCI Homes began constructing Torre de Manila, which became controversial for ruining the sight line of Rizal Park.[83] The tower is infamously known as "Terror de Manila" or the "national photobomber."[84] The Torre de Manila controversy is regarded as one of the most sensationalized heritage issues of the country. In 2017, the National Historical Commission of the Philippines erected a 'comfort woman' statue along Roxas Boulevard, which made Japan express regret that such statue was erected in the city despite the healthy relationship between Japan and the Philippines.[85][86]
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In the 2013 elections, former President Joseph Estrada defeated Lim in the mayoral race. During his term, Estrada allegedly paid ₱5 billion in city debts and increased the city's revenues. In 2015, in line with President Noynoy Aquino's administration progress, the city became the most competitive city in the Philippines, making the city the best place for doing business and for living in. In the 2016 elections, Estrada narrowly won over Lim in their electoral rematch.[87] Throughout Estrada's term, numerous Filipino heritage sites were demolished, gutted out, or approved for demolition. Among such sites are the post-war Santa Cruz Building, Capitol Theater, El Hogar, old Magnolia Ice Cream Plant, and Rizal Memorial Stadium, among many others[88][89][90] Some of these sites were saved upon the intervention of various cultural agencies of government and heritage advocate groups against Estrada's orders.[91] In May 2019, Estrada claimed that Manila was debt-free,[92] however, two months later, the Commission on Audit verified that Manila has a total of 4.4 billion pesos in debt.[93]
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Estrada, who was seeking for reelection for his third and final term, lost to Isko Moreno in the 2019 local elections.[94][95] Moreno has served as the Vice Mayor under both the Lim and Estrada administrations. Estrada's defeat was seen as the end of their reign as a political clan, whose other family members run for various national and local positions.[96] After assuming office, Moreno initiated a city-wide cleanup against illegal vendors, signed an executive order promoting open governance, and vowed to stop bribery and corruption in the city.[97] Under his administration, several ordinances were signed, giving additional perks and privileges to Manila's senior citizens,[98] and monthly allowances for Grade 12 Manileño students in all public schools in the city, including students of Universidad de Manila and the University of the City of Manila.[99][100] The city government also undertook infrastructure projects such as the restoration of Jones Bridge to its near-original architecture, sprucing up the city's parks and plazas, and clearing the public roads of obstructions.
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On March 12, 2020, President Rodrigo Duterte placed the city and the entire region of Metro Manila under a community quarantine starting March 15 due to the COVID-19 pandemic.[101] A Luzon-wide "enhanced community quarantine" order was issued on March 16.[102] The enhanced community quarantine lasted until May 31, 2020, after which a general community quarantine began to be implemented.[103]
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The City of Manila is situated on the eastern shore of Manila Bay, on the western edge of Luzon, 1,300 km (810 mi) from mainland Asia.[104] One of Manila's greatest natural resources is the protected harbor upon which it sits, regarded as the finest in all of Asia.[105] The Pasig River flows through the middle of city, dividing it into the north and south.[3][4] The overall grade of the city's central, built-up areas, is relatively consistent with the natural flatness of its overall natural geography, generally exhibiting only slight differentiation otherwise.
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Almost all of Manila sits on top of centuries of prehistoric alluvial deposits built by the waters of the Pasig River and on some land reclaimed from Manila Bay. Manila's land has been altered substantially by human intervention, with considerable land reclamation along the waterfronts since the American colonial times. Some of the city's natural variations in topography have been evened out. As of 2013[update], Manila had a total area of 42.88 square kilometers.[3][4]
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In 2017, the City Government approved five reclamation projects: the New Manila Bay–City of Pearl (New Manila Bay International Community) (407.43 hectares), Solar City (148 hectares), the Manila Harbour Center expansion (50 hectares), Manila Waterfront City (318 hectares)[106] and Horizon Manila (419 hectares). Once completed, it will increase the city's total area from 42.88 km2 (4,288 ha) to 58.3 km2 (5,830 ha). Another reclamation project is possible and when built, it will contain the in-city housing relocation projects.[107] Reclamation projects have been criticized by environmental activists and the Philippine Catholic Church, claiming that these are not sustainable and would put communities at risk of flooding.[108][109] In line of the upcoming reclamation projects, the Philippines and the Netherlands forged a cooperation to craft the ₱250 million Manila Bay Sustainable Development Master Plan to guide future decisions on programs and projects on Manila Bay.[110]
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Under the Köppen climate classification system, Manila has a tropical savanna climate (Köppen Aw), bordering closely on a tropical monsoon climate (Köppen Am). Together with the rest of the Philippines, Manila lies entirely within the tropics. Its proximity to the equator means that temperatures are hot year-round especially during the daytime, rarely going below 19 °C (66.2 °F) or above 39 °C (102.2 °F). Temperature extremes have ranged from 14.5 °C (58.1 °F) on January 11, 1914,[111] to 38.6 °C (101.5 °F) on May 7, 1915.[112]
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Humidity levels are usually very high all year round, making the temperature feel hotter than it is. Manila has a distinct dry season from late November through early March, and a relatively lengthy wet season that covers the remaining period with slightly cooler temperatures during the daytime. In the wet season, it rarely rains all day, but rainfall is very heavy during short periods. Typhoons usually occur from June to September.[113]
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Swiss Re ranked Manila as the second riskiest capital city to live in, citing its exposure to natural hazards such as earthquakes, tsunamis, typhoons, floods and landslides.[14] The seismically active Marikina Valley Fault System poses a threat of a large-scale earthquake with an estimated magnitude between 6–7 and as high as 7.6[117] to Metro Manila and nearby provinces.[118] Manila has endured several deadly earthquakes, notably in 1645 and in 1677 which destroyed the stone and brick medieval city.[119] The Earthquake Baroque style was used by architects during the Spanish colonial period in order to adapt to the frequent earthquakes.[120]
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Manila is hit with five to seven typhoons yearly.[121] In 2009, Typhoon Ketsana (Ondoy) struck the Philippines. It led to one of the worst floodings in Metro Manila and several provinces in Luzon with an estimated damages worth ₱11 billion ($237 million).[122][123] The floodings caused 448 deaths in Metro Manila alone. Following the aftermath of Typhoon Ketsana, the city began to dredge its rivers and improve its drainage network.
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Due to industrial waste and automobiles, Manila suffers from air pollution,[124][125] affecting 98% of the population.[126] Air pollution alone causes more than 4,000 deaths yearly.[127] On a 1995 report, Ermita is regarded as Manila's most air polluted district due to open dump sites and industrial waste.[128] According to a report in 2003, the Pasig River is one of the most polluted rivers in the world with 150 tons of domestic waste and 75 tons of industrial waste dumped daily.[129] The city is the second biggest waste producer in the country with 1,151.79 tons (7,500.07 cubic meters) per day, after Quezon City which yields 1,386.84 tons or 12,730.59 cubic meters per day. Both cities were cited as having poor management in garbage collection and disposal.[130]
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The Pasig River Rehabilitation Commission is in charge of cleaning up the Pasig River and tributaries for transportation, recreation and tourism purposes.[131] Rehabilitation efforts have resulted in the creation of parks along the riverside, along with stricter pollution controls.[132][133] In 2019, the Department of Environment and Natural Resources has launched a rehabilitation program for Manila Bay that will be administered by different government agencies.[134][135]
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Manila is a planned city. In 1905, American Architect and Urban Planner Daniel Burnham was commissioned to design the new capital. His design for the city was based on the City Beautiful movement, which features broad streets and avenues radiating out from rectangles. The city is made up of fourteen city districts, according to Republic Act No. 409—the Revised Charter of the City of Manila—the basis of which officially sets the present-day boundary of the city.[136] Two districts were later created, which are Santa Mesa (partitioned off from Sampaloc) and San Andres (partitioned off from Santa Ana).
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Manila's mix of architectural styles reflects the turbulent history of the city and country. During the Second World War, Manila was razed to the ground by the Japanese forces and the shelling of American forces. After the liberation, rebuilding began and most of the historical buildings were thoroughly reconstructed. However, some of the historic buildings from the 19th century that had been preserved in reasonably reconstructible form were nonetheless eradicated or otherwise left to deteriorate. Manila's current urban landscape is one of modern and contemporary architecture.
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Manila is known for its eclectic mix of architecture that shows a wide range of styles spanning different historical and cultural periods. Architectural styles reflect American, Spanish, Chinese, and Malay influences.[137] Prominent Filipino architects such as Antonio Toledo, Felipe Roxas, Juan M. Arellano and Tomás Mapúa have designed significant buildings in Manila such as churches, government offices, theaters, mansions, schools and universities.
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Manila is also famed for its Art Deco theaters. Some of these were designed by National Artists for Architecture such as Juan Nakpil and Pablo Antonio. Unfortunately most of these theaters were neglected, and some of it have been demolished. The historic Escolta Street in Binondo features many buildings of Neoclassical and Beaux-Arts architectural style, many of which were designed by prominent Filipino architects during the American Rule in the 1920s to the late 1930s. Many architects, artists, historians and heritage advocacy groups are pushing for the rehabilitation of Escolta Street, which was once the premier street of the Philippines.[138]
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Almost all of Manila's prewar and Spanish colonial architecture were destroyed during its battle for liberation by the intensive bombardment of the United States Air Force during World War II. Reconstruction took place afterwards, replacing the destroyed historic Spanish-era buildings with modern ones, erasing much of the city's character. Some buildings destroyed by the war have been reconstructed, such as the Old Legislative Building (now the National Museum of Fine Arts), Ayuntamiento de Manila (now the Bureau of the Treasury) and the under construction San Ignacio Church and Convent (as the Museo de Intramuros). There are plans to rehabilitate and/or restore several neglected historic buildings and places such as Plaza Del Carmen, San Sebastian Church and the Manila Metropolitan Theater. Spanish-era shops and houses in the districts of Binondo, Quiapo, and San Nicolas are also planned to be restored, as a part of a movement to restore the city to its former glory and its beautiful prewar state.[139][140]
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Since Manila is prone to earthquakes, the Spanish colonial architects invented the style called Earthquake Baroque which the churches and government buildings during the Spanish colonial period adopted.[120] As a result, succeeding earthquakes of the 18th and 19th centuries barely affected Manila, although it did periodically level the surrounding area. Modern buildings in and around Manila are designed or have been retrofitted to withstand an 8.2 magnitude quake in accordance to the country's building code.[141]
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According to the 2015 census, the population of the city was 1,780,148, making it the second most populous city in the Philippines.[6] Manila is the most densely populated city in the world, with 41,515 inhabitants per km2 in 2015.[7] District 6 is listed as being the most dense with 68,266 inhabitants per km2, followed by District 1 with 64,936 and District 2 with 64,710. District 5 is the least densely populated area with 19,235.[146]
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Manila's population density dwarfs that of Kolkata (24,252 inhabitants per km2),[147] Mumbai (20,482 inhabitants per km2), Paris (20,164 inhabitants per km2), Dhaka (29,069 inhabitants per km2), Shanghai (16,364 inhabitants per km2, with its most dense district, Nanshi, having a density of 56,785 inhabitants per km2), and Tokyo (10,087 inhabitants per km2).[146]
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Manila has been presumed to be the Philippines' largest city since the establishment of a permanent Spanish settlement with the city eventually becoming the political, commercial and ecclesiastical capital of the country.[148] Its population increased dramatically since the 1903 census as the population tended to move from rural areas to towns and cities. In the 1960 census, Manila became the first Philippine city to breach the one million mark (more than 5 times of its 1903 population). The city continued to grow until the population somehow "stabilized" at 1.6 million and experienced alternating increase and decrease starting the 1990 census year. This phenomenon may be attributed to the higher growth experience by suburbs and the already very high population density of city. As such, Manila exhibited a decreasing percentage share to the metropolitan population[149] from as high as 63% in the 1950s to 27.5%[150] in 1980 and then to 13.8% in 2015. The much larger Quezon City marginally surpassed the population of Manila in 1990 and by the 2015 census already has 1.1 million people more. Nationally, the population of Manila is expected to be overtaken by cities with larger territories such as Caloocan and Davao City by 2020.[151]
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The vernacular language is Filipino, based mostly on the Tagalog language of surrounding areas, and this Manila form of spoken Tagalog has essentially become the lingua franca of the Philippines, having spread throughout the archipelago through mass media and entertainment. English is the language most widely used in education, business, and heavily in everyday usage throughout Metro Manila and the Philippines itself.
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A scant number of residents can speak Spanish, and many children of Japanese, Indian, and other origins also speak their parents' languages at home, aside from English and/or Filipino for everyday use. A variant of Southern Min, Hokkien (locally known as Lan'nang-oe) is mainly spoken by the city's Chinese-Filipino community. According to data provided by the Bureau of Immigration, a total of 3.12 million Chinese citizens arrived in the Philippines from January 2016 to May 2018.[152]
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Crime in Manila is concentrated in areas associated with poverty, drug abuse, and gangs. Crime in the city is also directly related to its changing demographics and unique criminal justice system. Illegal drug trade is a major problem of the city. In Metro Manila alone, 92% of the barangays are affected by illegal drugs.[153]
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From 2010 to 2015, the city had the second highest index crime rates in the Philippines, with 54,689 cases or an average of about 9,100 cases per year.[154] By October 2017, the Manila Police District (MPD) reported a 38.7% decrease in index crimes, from 5,474 cases in 2016 to only 3,393 in 2017. MPD's crime solution efficiency also improved, wherein six to seven out of 10 crimes have been solved by the city police force.[155] MPD was cited was the Best Police District in Metro Manila in 2017 for registering the highest crime solution efficiency.[156]
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Religion in Manila[157]
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As a result of Spanish cultural influence, Manila is a predominantly Christian city. As of 2010[update], Roman Catholics were 93.5% of the population, followed by adherents of the Iglesia ni Cristo (1.9%); various Protestant churches (1.8%); and Buddhists (1.1%). Members of Islam and other religions make up the remaining 1.4% of its population.[157]
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Manila is the seat of prominent Catholic churches and institutions. There are 113 Catholic churches within the city limits; 63 are considered as major shrines, basilicas, or a cathedral.[158] The Manila Cathedral is the seat of the Roman Catholic Archdiocese of Manila and the oldest established church in the country.[159] Aside from the Manila Cathedral, there are also three other basilicas in the city: Quiapo Church, Binondo Church, and the Minor Basilica of San Sebastián. The San Agustín Church in Intramuros is a UNESCO World Heritage Site and is one of the two fully air-conditioned Catholic churches in the city. Manila also has other parishes located throughout the city, with some of them dating back to the Spanish Colonial Period when the city serves as the base for numerous Catholic missions both within the Philippines and to Asia beyond.
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Several Mainline Protestant denominations are headquartered in the city. St. Stephen's Parish pro-cathedral in the Santa Cruz district is the see of the Episcopal Church in the Philippines' Diocese of Central Philippines, while align Taft Avenue are the main cathedral and central offices of the Iglesia Filipina Independiente (also called the Aglipayan Church, a national church that was a product of the Philippine Revolution). Other faiths like The Church of Jesus Christ of Latter-day Saints (Mormons) has several churches in the city.
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The indigenous Iglesia ni Cristo has several locales (akin to parishes) in the city, including its very first chapel (now a museum) in Punta, Santa Ana. Evangelical, Pentecostal and Seventh-day Adventist denominations also thrive within the city. The headquarters of the Philippine Bible Society is in Manila. Also, the main campus of the Cathedral of Praise is located along Taft Avenue. Jesus Is Lord Church Worldwide also has several branches and campuses in Manila, and celebrates its anniversary yearly at the Burnham Green and Quirino Grandstand in Rizal Park.
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Manila Cathedral is the seat of Roman Catholic Archdiocese of Manila
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The Minor Basilica of San Sebastián is the only all-steel church in Asia.[160]
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San Agustín Church in Intramuros, a UNESCO World Heritage Site.
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Binondo Church serves the Roman Catholic Chinese community
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Quiapo Church is the home to the iconic Black Nazarene which celebrates its feasts every January 9
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There are many Taoist and Buddhist temples like Seng Guan Temple and Ocean Sky Chan Monastery in the city serving the spiritual needs of Chinese Filipino community. Quiapo is home to a sizable Muslim population which worships at Masjid Al-Dahab. Members of the Indian expatriate population have the option of worshiping at the large Hindu temple in the city, or at the Sikh gurdwara along United Nations Avenue. The National Spiritual Assembly of the Bahá'ís of the Philippines, the governing body of the Filipino Bahá'í community, is headquartered near Manila's eastern border with Makati.
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Manila is a major center for commerce, banking and finance, retailing, transportation, tourism, real estate, new media as well as traditional media, advertising, legal services, accounting, insurance, theater, fashion, and the arts in the Philippines. Around 60,000 establishments operate in the city.[161]
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The National Competitiveness Council of the Philippines which annually publishes the Cities and Municipalities Competitiveness Index (CMCI), ranks the cities, municipalities and provinces of the country according to their economic dynamism, government efficiency and infrastructure. According to the 2016 CMCI, Manila was the second most competitive city in the Philippines.[162] Manila placed third in the Highly Urbanized City (HUC) category.[163] Manila held the title country's most competitive city in 2015, and since then has been making it to the top 3, assuring that the city is consistently one of the best place to live in and do business.[164] Lars Wittig, the country manager of Regus Philippines, hailed Manila as the third best city in the country to launch a start-up business.[165]
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The Port of Manila is the largest seaport in the Philippines, making it the premier international shipping gateway to the country. The Philippine Ports Authority is the government agency responsible to oversee the operation and management of the ports. The International Container Terminal Services Inc. cited by the Asian Development Bank as one of the top five major maritime terminal operators in the world[166][167] has its headquarters and main operations on the ports of Manila. Another port operator, the Asian Terminal Incorporated, has its corporate office and main operations in the Manila South Harbor and its container depository located in Santa Mesa.
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Binondo, the oldest and one of the largest Chinatowns in the world, was the center of commerce and business activities in the city. Numerous residential and office skyscrapers are found within its medieval streets. Plans to make the Chinatown area into a business process outsourcing (BPO) hub progresses and is aggressively pursued by the city government of Manila. 30 buildings are already identified to be converted into BPO offices. These buildings are mostly located along the Escolta Street of Binondo, which are all unoccupied and can be converted into offices.[168]
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Divisoria in Tondo is known as the "shopping mecca of the Philippines." Numerous shopping malls are located in this place, which sells products and goods at bargain price. Small vendors occupy several roads that causes pedestrian and vehicular traffic. A famous landmark in Divisoria is the Tutuban Center, a large shopping mall that is a part of the Philippine National Railways' Main Station. It attracts 1 million people every month, but is expected to add another 400,000 people upon the completion of the LRT Line 2 West Extension, thereby making it Manila's busiest transfer station.[169]
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Diverse manufacturers within the city produce industrial-related products such as chemicals, textiles, clothing, and electronic goods. Food and beverages and tobacco products also produced. Local entrepreneurs continue to process primary commodities for export, including rope, plywood, refined sugar, copra, and coconut oil. The food-processing industry is one of the most stable major manufacturing sector in the city.
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The Pandacan Oil Depot houses the storage facilities and distribution terminals of the three major players in the country's petroleum industry, namely Caltex Philippines, Pilipinas Shell and Petron Corporation. The oil depot has been a subject of various concerns, including its environmental and health impact to the residents of Manila. The Supreme Court has ordered that the oil depot to be relocated outside the city by July 2015,[170][171] but it failed to meet this deadline. Most of the oil depot facility inside the 33 hectare compound have been demolished, and plans are put into place to transform it into a transport hub or even a food park.
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Manila is a major publishing center in the Philippines.[172] Manila Bulletin, the Philippines' largest broadsheet newspaper by circulation, is headquartered in Intramuros.[173] Other major publishing companies in the country like The Manila Times, The Philippine Star and Manila Standard Today are headquartered in the Port Area. The Chinese Commercial News, the Philippines' oldest existing Chinese-language newspaper, and the country's third-oldest existing newspaper[174] is headquartered in Binondo. DWRK used to have its studio along FEMS Tower 1 along South Superhighway before transferring to the MBC Building at the CCP Complex in 2008.
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Manila serves as the headquarters of the Central Bank of the Philippines which is located along Roxas Boulevard.[175] Some universal banks in the Philippines that has its headquarters in the city are the Landbank of the Philippines and Philippine Trust Company. Unilever Philippines used to have its corporate office along United Nations Avenue in Paco before transferring to Bonifacio Global City in 2016.[176] Toyota, a company listed in the Forbes Global 2000, also has its regional office along UN Avenue.
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Manila welcomes over 1 million tourists each year.[172] Major tourist destinations include the historic Walled City of Intramuros, the Cultural Center of the Philippines Complex,[note 1] Manila Ocean Park, Binondo (Chinatown), Ermita, Malate, Manila Zoo, the National Museum Complex and Rizal Park.[177] Both the historic Walled City of Intramuros and Rizal Park were designated as flagship destinations and as a tourism enterprise zones in the Tourism Act of 2009.[178]
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Rizal Park, also known as Luneta Park, is the national park and the largest urban park in Asia[179] with an area of 58 hectares (140 acres),[180] The park was constructed as an honor and dedication to the country's national hero José Rizal, who was executed by the Spaniards on charges of subversion. The flagpole west of the Rizal Monument is the Kilometer Zero marker for distances to the rest of the country. The park was managed by the National Parks and Development Committee.
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The 0.67 square kilometers (0.26 sq mi) Walled City of Intramuros is the historic center of Manila. It is administered by the Intramuros Administration, an attached agency of the Department of Tourism. It contains the famed Manila Cathedral and the 18th Century San Agustin Church, a UNESCO World Heritage Site. Kalesa is a popular mode of transportation for tourists in Intramuros and nearby places including Binondo, Ermita and Rizal Park.[181] Known as the oldest chinatown in the world, Binondo was established on 1521 and it was already a hub of Chinese commerce even before the Spaniards colonized the Philippines. Its main attractions are Binondo Church, Filipino-Chinese Friendship Arch, Seng Guan Buddhist temple and authentic Chinese restaurants.
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Manila is designated as the country's pioneer of medical tourism, expecting it to generate $1 billion in revenue annually.[182] However, lack of progressive health system, inadequate infrastructure and the unstable political environment are seen as hindrances for its growth.[183]
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Manila is regarded as one of the best shopping destinations in Asia.[184][185] Major shopping malls, department stores, markets, supermarkets and bazaars thrive within the city.
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One of the city's famous shopping destinations is Divisoria, home to numerous shopping malls in the city, including the famed Tutuban Center and the Lucky Chinatown Mall. It is also dubbed as the shopping mecca of the Philippines where everything is sold at bargain price. There are almost 1 million shoppers in Divisoria according to the Manila Police District.[186] Binondo, the oldest Chinatown in the world,[52] is the city's center of commerce and trade for all types of businesses run by Filipino-Chinese merchants with a wide variety of Chinese and Filipino shops and restaurants. Quiapo is referred to as the "Old Downtown", where tiangges, markets, boutique shops, music and electronics stores are common. Many department stores are on C.M. Recto Avenue.
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Robinsons Place Manila is the largest shopping mall in the city.[187] The mall was the second and the largest Robinsons Malls built. SM Supermall operates two shopping malls in the city which are the SM City Manila and SM City San Lazaro. SM City Manila is located on the former grounds of YMCA Manila beside the Manila City Hall in Ermita, while SM City San Lazaro is built on the site of the former San Lazaro Hippodrome in Santa Cruz. The building of the former Manila Royal Hotel in Quiapo, which is famed for its revolving restaurant atop, is now the SM Clearance Center that was established in 1972.[188] The site of the first SM Store is located at Carlos Palanca Sr. (formerly Echague) Street in San Miguel.
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As the cultural center of the Philippines, Manila is the home to a number of museums. The National Museum Complex of the National Museum of the Philippines, located in Rizal Park, is composed of the National Museum of Fine Arts, the National Museum of Anthropology, the National Museum of Natural History, and the National Planetarium. The famous painting of Juan Luna, the Spoliarium, can be found in the complex. The city also hosts the repository of the country's printed and recorded cultural heritage and other literary and information resources, the National Library. Museums established or run by educational institutions are the Mabini Shrine, the DLS-CSB Museum of Contemporary Art and Design, UST Museum of Arts and Sciences, and the UP Museum of a History of Ideas.
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Bahay Tsinoy, one of Manila's most prominent museums, documents the Chinese lives and contributions in the history of the Philippines. The Intramuros Light and Sound Museum chronicles the Filipinos desire for freedom during the revolution under Rizal's leadership and other revolutionary leaders. The Metropolitan Museum of Manila is a museum of modern and contemporary visual arts exhibits the Filipino arts and culture.
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Other museums in the city are the Museum of Manila, the city-owned museum that exhibits the city's culture and history, Museo Pambata, a children's museum and a place of hands-on discovery and fun learning, and Plaza San Luis which is an outdoor heritage public museum that contains a collection of nine Spanish Bahay na Bató houses. Ecclesiastical museums in the located in the city are the Parish of the Our Lady of the Abandoned in Santa Ana, the San Agustin Church Museum and the Museo de Intramuros which houses the ecclesiastical art collection of the Intramuros Administration in the reconstructed San Ignacio Church and Convent.
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Sports in Manila have a long and distinguished history. The city's, and in general the country's main sport is basketball, and most barangays have a basketball court or at least a makeshift basketball court, with court markings drawn on the streets. Larger barangays have covered courts where inter-barangay leagues are held every summer (April to May). Manila has many sports venues, such as the Rizal Memorial Sports Complex and San Andres Gym, the home of the now defunct Manila Metrostars.[189] The Rizal Memorial Sports Complex houses the Rizal Memorial Track and Football Stadium, the Baseball Stadium, Tennis Courts, the Rizal Memorial Coliseum and the Ninoy Aquino Stadium (the latter two are indoor arenas). The Rizal complex had hosted several multi-sport events, such as the 1954 Asian Games and the 1934 Far Eastern Games. Whenever the country hosts the Southeast Asian Games, most of the events are held at the complex, but in the 2005 Games, most events were held elsewhere. The 1960 ABC Championship and the 1973 ABC Championship, forerunners of the FIBA Asia Championship, was hosted by the memorial coliseum, with the national basketball team winning on both tournaments. The 1978 FIBA World Championship was held at the coliseum although the latter stages were held in the Araneta Coliseum in Quezon City, Southeast Asia's largest indoor arena at that time.
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Manila also hosts several well-known sports facilities such as the Enrique M. Razon Sports Center and the University of Santo Tomas Sports Complex, both of which are private venues owned by a university; collegiate sports are also held, with the University Athletic Association of the Philippines and the National Collegiate Athletic Association basketball games held at Rizal Memorial Coliseum and Ninoy Aquino Stadium, although basketball events had transferred to San Juan's Filoil Flying V Arena and the Araneta Coliseum in Quezon City. Other collegiate sports are still held at the Rizal Memorial Sports Complex. Professional basketball also used to play at the city, but the Philippine Basketball Association now holds their games at Araneta Coliseum and Cuneta Astrodome at Pasay; the now defunct Philippine Basketball League played some of their games at the Rizal Memorial Sports Complex.
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The Manila Storm are the city's rugby league team training at Rizal Park (Luneta Park) and playing their matches at Southern Plains Field, Calamba, Laguna. Previously a widely played sport in the city, Manila is now the home of the only sizable baseball stadium in the country, at the Rizal Memorial Baseball Stadium. The stadium hosts games of Baseball Philippines; Lou Gehrig and Babe Ruth were the first players to score a home run at the stadium at their tour of the country on December 2, 1934.[190] Another popular sport in the city are cue sports, and billiard halls are a feature in most barangays. The 2010 World Cup of Pool was held at Robinsons Place Manila.[191]
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The Rizal Memorial Track and Football Stadium hosted the first FIFA World Cup qualifier in decades when the Philippines hosted Sri Lanka in July 2011. The stadium, which was previously unfit for international matches, had undergone a major renovation program before the match.[192] The stadium also hosted its first rugby test when it hosted the 2012 Asian Five Nations Division I tournaments.[193]
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Manila celebrates civic and national holidays. Since most of the city's citizens are Roman Catholics as a result of the Spanish colonization,[194] most of the festivities are religious in nature. Manila Day, which celebrates the city's founding on June 24, 1571 by Spanish conquistador Miguel López de Legazpi, was first proclaimed by Herminio A. Astorga (then Vice Mayor of Manila) on June 24, 1962. It has been annually commemorated under the patronage of John the Baptist, and has always been declared by the national government as a special non-working holiday through Presidential Proclamations. Each of the city's 896 barangays also have their own festivities guided by their own patron saint.
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The city is also the host to the Procession of the Feast of the Black Nazarene (Traslacíon), held every January 9, which draws millions of Catholic devotees. Other religious festivities held in Manila are the Feast of Santo Niño in Tondo and Pandacan held on the third Sunday of January, the Feast of the Nuestra Señora de los Desamparados de Manila (Our Lady of the Abandoned), the patron saint of Santa Ana which was held every May 12, and the Flores de Mayo. Non-religious holidays include the New Year's Day, National Heroes' Day, Bonifacio Day and Rizal Day.
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Manila—officially known as the City of Manila—is the national capital of the Philippines and is classified as a Special City (according to its income)[195][196] and a Highly Urbanized City (HUC). The mayor is the chief executive, and is assisted by the vice mayor, the 36-member City Council, six Congressmen, the President of the Association of Barangay Captains, and the President of the Sangguniang Kabataan. The members of the City Council are elected as representatives of specific congressional districts within the city. The city, however, have no control over Intramuros and the Manila North Harbor. The historic Walled City is administered by the Intramuros Administration, while the Manila North Harbor is managed by the Philippine Ports Authority. Both are national government agencies. The barangays that have jurisdictions over these places only oversee the welfare of the city's constituents and cannot exercise their executive powers. Manila has a total of 15,489 personnel complement by the end of 2018.[197] Under the proposed form of federalism in the Philippines, Manila may no longer be the capital or Metro Manila may no longer be the seat of government. The committee has not yet decided on the federal capital and states that they are open to other proposals.[198][199]
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The mayor is Francisco "Isko Moreno" Domagoso, who previously served as the city's vice mayor. The vice mayor is Dr. Maria Shielah "Honey" Lacuna-Pangan, daughter of former Manila Vice Mayor Danny Lacuna. The mayor and the vice mayor are term-limited by up to 3 terms, with each term lasting for 3 years. The city has an ordinance penalizing cat-calling since 2018, and is the second city in the Philippines to do so after Quezon City passed a similar ordinance in 2016.[200] Recently, the City Government is planning to revise existing curfew ordinance since the Supreme Court declared it unconstitutional in August 2017. Out of the three cities reviewed by the Supreme Court, namely: the City of Manila, Navotas and Quezon City; only the curfew ordinance of Quezon City was approved.[201][202]
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Manila, being the seat of political power of the Philippines, has several national government offices headquartered at the city. Planning for the development for being the center of government started during the early years of American colonization when they envisioned a well-designed city outside the walls of Intramuros. The strategic location chosen was Bagumbayan, a former town which is now the Rizal Park to become the center of government and a design commission was given to Daniel Burnham to create a master plan for the city patterned after Washington, D.C. These improvements were eventually abandoned under the Commonwealth Government of Manuel L. Quezon. A new government center was to be built on the hills northeast of Manila, or what is now Quezon City. Several government agencies have set up their headquarters in Quezon City but several key government offices still reside in Manila. However, many of the plans were substantially altered after the devastation of Manila during World War II and by subsequent administrations.
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The city, as the capital, still hosts the Office of the President, as well as the president's official residence. Aside from these, important government agencies and institutions such as the Supreme Court, the Court of Appeals, the Bangko Sentral ng Pilipinas, the Departments of Budget and Management, Finance, Health, Justice, Labor and Employment and Public Works and Highways still call the city home. Manila also hosts important national institutions such as the National Library, National Archives, National Museum and the Philippine General Hospital.
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Congress previously held office at the Old Congress Building. In 1972, due to declaration of martial law, Congress was dissolved; its successor, the unicameral Batasang Pambansa, held office at the new Batasang Pambansa Complex. When a new constitution restored the bicameral Congress, the House of Representatives stayed at the Batasang Pambansa Complex, while the Senate remained at the Old Congress Building. In May 1997, the Senate transferred to a new building it shares with the Government Service Insurance System at reclaimed land at Pasay. The Supreme Court will also transfer to its new campus at Bonifacio Global City, Taguig in 2019.[203]
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In the 2018 Annual Audit Report published by the Commission on Audit, it is stated that the total revenue of the City of Manila amounts to ₱14.1 billion.[197] It is one of the cities with the highest tax collection and internal revenue allotment.[204] Manila collects an annual tax revenue amounting to ₱7.3 billion. The city's total Internal Revenue Allotment (IRA), coming from the National Treasury, is at ₱2.94 billion. Meanwhile, its total assets was worth ₱40.7 billion in 2018.[197] The City of Manila has the highest budget allocation to healthcare among all the cities and municipalities in the Philippines, which maintains the six district hospitals, 59 health centers and lying-in clinic, and healthcare programs.
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Manila is made up of 896 barangays,[205] which are grouped into 100 Zones for statistical convenience. Manila has the most number of barangays in the Philippines.[206] Attempts at reducing its number have not prospered despite local legislation—Ordinance 7907, passed on April 23, 1996—reducing the number from 896 to 150 by merging existing barangays, because of the failure to hold a plebiscite.[207]
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Development of public housing in the city began in the 1930s when the United States rule over the Philippines. Americans have to deal with the problem of sanitation and concentration of settlers around business areas. Business codes and sanitation laws were implemented in the 1930s. During this period until the 1950s, new communities were opened for relocation. Among these were Projects 1–8 in Diliman, Quezon City and the Vitas tenement houses in Tondo. The government implemented the Public Housing Policy in 1947 that established the People's Homesite and Housing Corporation (PHHC). A few years later, it put up the Slum Clearance Committee which, with the help of the PHHC, relocated thousands of families from Tondo and Quezon City to Sapang Palay in San Jose del Monte, Bulacan in the 1960s.
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In 2016, the national government completed several medium-rise houses for 300 Manila residents whose slum community was destroyed by a fire in 2011.[209] Meanwhile, the city government plans to retrofit dilapidated tenements within the city,[210] and will construct new housing buildings for the city's informal settlers such as the 14-storey Tondominium 1 and Tondomium 2 buildings, containing 42-square meter, two-bedroom units. The construction of these new in-city vertical housing projects was funded by a loan from the Development Bank of the Philippines and the Land Bank of the Philippines.[211][212] A multitude of other vertical housing projects are in development.
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One of the more famous modes of transportation in Manila is the jeepney. Patterned after U.S. Army jeeps, these have been in use since the years immediately following World War II.[213] The Tamaraw FX, the third generation Toyota Kijang, which competed directly with jeepneys and followed fixed routes for a set price, once plied the streets of Manila. They were replaced by the UV Express. All types of public road transport plying Manila are privately owned and operated under government franchise.
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On a for-hire basis, the city is served by numerous taxicabs, "tricycles" (motorcycles with sidecars, the Philippine version of the auto rickshaw), and "trisikads" or "sikads", which are also known as "kuligligs" (bicycles with a sidecars, the Philippine version of pedicabs). In some areas, especially in Divisoria, motorized pedicabs are popular. Spanish-era horse-drawn calesas are still a popular tourist attraction and mode of transportation in the streets of Binondo and Intramuros. Manila will phase out all gasoline-run tricycles and pedicabs and replace them with electric tricycles (e-trikes), and plans to distribute 10,000 e-trikes to qualified tricycle drivers from the city.[214][215] As of January 2018, the city has already distributed e-trikes to a number of drivers and operators in Binondo, Ermita, Malate and Santa Cruz.[216]
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The city is serviced by Line 1 and Line 2, which form the Manila Light Rail Transit System, as well as the Manila Metro Rail Transit System, made up of one line (Line 3) with several more in development. Development of the railway system began in the 1970s under the presidency of Ferdinand Marcos, when Line 1 was built, making it the first light rail transport in Southeast Asia, though despite the name "light rail", Line 1 operates as a Light Metro running on dedicated right-of-way. Line 2 on the other hand, operates as a full-metro heavy-rail system. These systems are undergoing a multibillion-dollar expansion.[217] Line 1 runs along the length of Taft Avenue (N170/R-2) and Rizal Avenue (N150/R-9), and Line 2 runs along Claro M. Recto Avenue (N145/C-1) and Ramon Magsaysay Boulevard (N180/R-6) from Santa Cruz, through Quezon City, up to Masinag in Antipolo, Rizal. Line 3 runs from Taft Avenue, where it intersects with the EDSA station on Line 1, northward through the eastern part of the city, eventually meeting with Line 2 at Araneta Center-Cubao Station before eventually terminating in the north of the city at North Avenue Station, with plans to extend the line to link up with Roosevelt Station at the northern terminus of Line 1.
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The main terminal of the Philippine National Railways lies within the city. One commuter railway within Metro Manila is in operation. The line runs in a general north–south direction from Tutuban (Tondo) toward the province of Laguna. The Port of Manila, located at the western section of the city at the vicinity of Manila Bay, is the chief seaport of the Philippines. The Pasig River Ferry Service which runs on the Pasig River is another form of transportation. The city is also served by the Ninoy Aquino International Airport and Clark International Airport.
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In 2006, Forbes magazine ranked Manila the world's most congested city. According to Waze's 2015 "Global Driver Satisfaction Index", Manila is the town with the worst traffic worldwide.[218] Manila is notorious for its frequent traffic jams and high densities.[219] The government has undertaken several projects to alleviate the traffic in the city. Some of the projects include: the proposed construction of a new viaduct or underpass at the intersection of España Boulevard and Lacson Avenue,[220] the construction of the Metro Manila Skyway Stage 3, the proposed Line 2 West Extension Project from Recto Avenue to Pier 4 of the Manila North Harbor,[221] the proposed construction of the PNR east–west line, which will run through España Boulevard up to Quezon City, and the expansion and widening of several national and local roads. However, such projects have yet to make any meaningful impact, and the traffic jams and congestion continue unabated.[222]
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The Metro Manila Dream Plan seeks to address these urban transport problems. It consists of a list of short term priority projects and medium to long term infrastructure projects that will last up to 2030.[223][224]
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Water services used to be provided by the Metropolitan Waterworks and Sewerage System, which served 30% of the city with most other sewage being directly dumped into storm drains, septic tanks, or open canals.[225] MWSS was privatized in 1997, which split the water concession into the east and west zones. The Maynilad Water Services took over the west zone of which Manila is a part. It now provides the supply and delivery of potable water and sewerage system in Manila,[226] but it does not provide service to the southeastern part of the city which belongs to the east zone that is served by Manila Water. Electric services are provided by Meralco, the sole electric power distributor in Metro Manila.
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The Manila Health Department is responsible for the planning and implementation of the health care programs provided by the city government. It operates 59 health centers and six city-run hospitals, which are free of charge for the city's constituents. The six public city-run hospitals are the Ospital ng Maynila Medical Center, Ospital ng Sampaloc, Gat Andres Bonifacio Memorial Medical Center, Ospital ng Tondo, Santa Ana Hospital, and Justice Jose Abad Santos General Hospital.[227] Manila is also the site of the Philippine General Hospital, the tertiary state-owned hospital administered and operated by the University of the Philippines Manila. The city is also planning to put up an education, research and hospital facility for cleft-palate patients,[228][229] as well as establishing the first children's surgical hospital in Southeast Asia.[230]
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Manila's healthcare is also provided by private corporations. Private hospitals that operates in the city are the Manila Doctors Hospital, Chinese General Hospital and Medical Center, Dr. José R. Reyes Memorial Medical Center, Metropolitan Medical Center, Our Lady of Lourdes Hospital, and the University of Santo Tomas Hospital.
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The Department of Health (DOH) has its main office in Manila. The national health department operates the San Lazaro Hospital, a special referral tertiary hospital. DOH also operates the Dr. Jose Fabella Memorial Hospital, Jose R. Reyes Memorial Medical Center and the Tondo Medical Center. Manila is the home to the headquarters of the World Health Organization's Regional Office for the Western Pacific and Country Office for the Philippines.
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The city has free immunization programs for children, specifically targeted against the seven major diseases – smallpox, diphtheria, tetanus, yellow fever, whooping cough, polio, and measles. As of 2016, a total of 31,115 children age one and below has been "fully immunized".[231] The Manila Dialysis Center that provides free services for the poor has been cited by the United Nations Committee on Innovation, Competitiveness and Public-Private Partnerships as a model for public-private partnership (PPP) projects.[232][233] The dialysis facility was named as the Flora V. Valisno de Siojo Dialysis Center in 2019, and was inaugurated as the largest free dialysis facility in the Philippines. It has 91 dialysis machines, which can be expanded up to 100, matching the capabilities of the National Kidney and Transplant Institute (NKTI).[234][235]
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The center of education since the colonial period, Manila — particularly Intramuros — is home to several Philippine universities and colleges as well as its oldest ones. It served as the home of the University of Santo Tomas (1611), Colegio de San Juan de Letran (1620), Ateneo de Manila University (1859), Lyceum of the Philippines University and the Mapua Institute of Technology. Only Colegio de San Juan de Letran (1620) remains at Intramuros; the University of Santo Tomas transferred to a new campus at Sampaloc in 1927, and Ateneo left Intramuros for Loyola Heights, Quezon City (while still retaining "de Manila" in its name) in 1952.
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The University of the City of Manila (Pamantasan ng Lungsod ng Maynila) located at Intramuros, and Universidad de Manila located just outside the walled city, are both owned and operated by the Manila city government.
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The University of the Philippines (1908), the premier state university, was established in Ermita, Manila. It moved its central administrative offices from Manila to Diliman in 1949 and eventually made the original campus the University of the Philippines Manila – the oldest of the constituent universities of the University of the Philippines System and the center of health sciences education in the country.[236] The city is also the site of the main campus of the Polytechnic University of the Philippines, the largest university in the country in terms of student population.[237]
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The University Belt refers to the area where there is a high concentration or a cluster of colleges and universities in the city and it is commonly understood as the one where the San Miguel, Quiapo and Sampaloc districts meet. Generally, it includes the western end of España Boulevard, Nicanor Reyes St. (formerly Morayta St.), the eastern end of Claro M. Recto Avenue (formerly Azcarraga), Legarda Avenue, Mendiola Street, and the different side streets. Each of the colleges and universities found here are at a short walking distance of each other. Another cluster of colleges lies along the southern bank of the Pasig River, mostly at the Intramuros and Ermita districts, and still a smaller cluster is found at the southernmost part of Malate near the city limits such as the private co-educational institution of De La Salle University, the largest of all De La Salle University System of schools.
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The Division of the City Schools of Manila, a branch of the Department of Education, refers to the city's three-tier public education system. It governs the 71 public elementary schools, 32 public high schools.[238] The city also contains the Manila Science High School, the pilot science high school of the Philippines.
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Manitoba (/ˌmænɪˈtoʊbə/ (listen)) is a province at the longitudinal centre of Canada. It is considered one of the three prairie provinces (with Alberta and Saskatchewan) and is Canada's fifth-most populous province with its estimated 1.377 million people. Manitoba covers 649,950 square kilometres (250,900 sq mi) with a widely varied landscape, from arctic tundra and the Hudson Bay coastline in the north, to dense boreal forest and prairie farmland in the central and southern regions. Manitoba is bordered by the provinces of Ontario to the east and Saskatchewan to the west, the territories of Nunavut to the north, and Northwest Territories to the northwest, Hudson Bay to the northeast, and the U.S. states of North Dakota and Minnesota to the south.
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Indigenous peoples have inhabited what is now Manitoba for thousands of years. In the early 17th century, fur traders began arriving in the area and establishing settlements along the Nelson, Assiniboine, and Red rivers, and on the Hudson Bay shoreline. The Kingdom of England secured control of the region in 1673, and subsequently created a territory named Rupert's Land which was placed under the administration of the Hudson's Bay Company. Rupert's Land, which covered the entirety of present-day Manitoba, grew and evolved from 1673 until 1869 with significant settlements of Indigenous and Métis people in the Red River Colony. In 1869, negotiations with the Government of Canada for the creation of the province of Manitoba commenced. During the negotiations, several factors led to an armed uprising of the Métis people against the Government of Canada, a conflict known as the Red River Rebellion. The resolution of the rebellion and further negotiations led to Manitoba becoming the fifth province to join Canadian Confederation, when the Parliament of Canada passed the Manitoba Act on July 15, 1870.
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Manitoba's capital and largest city, Winnipeg, is the eighth-largest census metropolitan area in Canada. Other census agglomerations in the province are Brandon, Steinbach, Thompson, Portage la Prairie, and Winkler.
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The name Manitoba is believed to be derived from the Cree, Ojibwe or Assiniboine languages. The name derives from Cree manitou-wapow or Ojibwe manidoobaa, both meaning "straits of Manitou, the Great Spirit", a place referring to what are now called The Narrows in the centre of Lake Manitoba. It may also be from the Assiniboine for "Lake of the Prairie".[6] which is rendered in the language as minnetoba.[7]
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The lake was known to French explorers as Lac des Prairies. Thomas Spence chose the name to refer to a new republic he proposed for the area south of the lake. Métis leader Louis Riel also chose the name, and it was accepted in Ottawa under the Manitoba Act of 1870.[8]
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Manitoba is bordered by the provinces of Ontario to the east and Saskatchewan to the west, the territory of Nunavut to the north, and the US states of North Dakota and Minnesota to the south. The province possibly meets the Northwest Territories at the four corners quadripoint to the extreme northwest, though surveys have not been completed and laws are unclear about the exact location of the Nunavut–NWT boundary. Manitoba adjoins Hudson Bay to the northeast, and is the only prairie province to have a saltwater coastline. The Port of Churchill is Canada's only Arctic deep-water port. Lake Winnipeg is the tenth-largest freshwater lake in the world. Hudson Bay is the world's second-largest bay by area. Manitoba is at the heart of the giant Hudson Bay watershed, once known as Rupert's Land. It was a vital area of the Hudson's Bay Company, with many rivers and lakes that provided excellent opportunities for the lucrative fur trade.
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The province has a saltwater coastline bordering Hudson Bay and more than 110,000 lakes,[9] covering approximately 15.6 percent or 101,593 square kilometres (39,225 sq mi) of its surface area.[10] Manitoba's major lakes are Lake Manitoba, Lake Winnipegosis, and Lake Winnipeg, the tenth-largest freshwater lake in the world.[11] Some traditional Native lands and boreal forest on Lake Winnipeg's east side are a proposed UNESCO World Heritage Site.[12]
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Manitoba is at the center of the Hudson Bay drainage basin, with a high volume of the water draining into Lake Winnipeg and then north down the Nelson River into Hudson Bay. This basin's rivers reach far west to the mountains, far south into the United States, and east into Ontario. Major watercourses include the Red, Assiniboine, Nelson, Winnipeg, Hayes, Whiteshell and Churchill rivers. Most of Manitoba's inhabited south has developed in the prehistoric bed of Glacial Lake Agassiz. This region, particularly the Red River Valley, is flat and fertile; receding glaciers left hilly and rocky areas throughout the province.[13]
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Baldy Mountain is the province's highest point at 832 metres (2,730 ft) above sea level,[14] and the Hudson Bay coast is the lowest at sea level. Riding Mountain, the Pembina Hills, Sandilands Provincial Forest, and the Canadian Shield are also upland regions. Much of the province's sparsely inhabited north and east lie on the irregular granite Canadian Shield, including Whiteshell, Atikaki, and Nopiming Provincial Parks.[15]
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Extensive agriculture is found only in the province's southern areas, although there is grain farming in the Carrot Valley Region (near The Pas). The most common agricultural activity is cattle husbandry (34.6%), followed by assorted grains (19.0%) and oilseed (7.9%).[16] Around 12 percent of Canada's farmland is in Manitoba.[17]
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Manitoba has an extreme continental climate. Temperatures and precipitation generally decrease from south to north and increase from east to west.[18] Manitoba is far from the moderating influences of mountain ranges or large bodies of water. Because of the generally flat landscape, it is exposed to cold Arctic high-pressure air masses from the northwest during January and February. In the summer, air masses sometimes come out of the Southern United States, as warm humid air is drawn northward from the Gulf of Mexico.[19] Temperatures exceed 30 °C (86 °F) numerous times each summer, and the combination of heat and humidity can bring the humidex value to the mid-40s.[20] Carman, Manitoba recorded the second-highest humidex ever in Canada in 2007, with 53.0.[21] According to Environment Canada, Manitoba ranked first for clearest skies year round, and ranked second for clearest skies in the summer and for the sunniest province in the winter and spring.[22]
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Southern Manitoba (including the city of Winnipeg), falls into the humid continental climate zone (Köppen Dfb). This area is cold and windy in the winter and often has blizzards because of the open landscape. Summers are warm with a moderate length. This region is the most humid area in the prairie provinces, with moderate precipitation. Southwestern Manitoba, though under the same climate classification as the rest of Southern Manitoba, is closer to the semi-arid interior of Palliser's Triangle. The area is drier and more prone to droughts than other parts of southern Manitoba.[23] This area is cold and windy in the winter and has frequent blizzards due to the openness of the Canadian Prairie landscape.[23] Summers are generally warm to hot, with low to moderate humidity.[23]
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Southern parts of the province just north of Tornado Alley, experience tornadoes, with 16 confirmed touchdowns in 2016. In 2007, on 22 and 23 June, numerous tornadoes touched down, the largest an F5 tornado that devastated parts of Elie (the strongest recorded tornado in Canada).[24]
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The province's northern sections (including the city of Thompson) fall in the subarctic climate zone (Köppen climate classification Dfc). This region features long and extremely cold winters and brief, warm summers with little precipitation.[25] Overnight temperatures as low as −40 °C (−40 °F) occur on several days each winter.[25]
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Manitoba natural communities may be grouped within five ecozones: boreal plains, prairie, taiga shield, boreal shield and Hudson plains. Three of these—taiga shield, boreal shield and Hudson plain—contain part of the Boreal forest of Canada which covers the province's eastern, southeastern, and northern reaches.[28]
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Forests make up about 263,000 square kilometres (102,000 sq mi), or 48 percent, of the province's land area.[29] The forests consist of pines (Jack Pine, Red Pine, Eastern White Pine), spruces (White Spruce, Black Spruce), Balsam Fir, Tamarack (larch), poplars (Trembling Aspen, Balsam Poplar), birches (White Birch, Swamp Birch) and small pockets of Eastern White Cedar.[29]
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Two sections of the province are not dominated by forest. The province's northeast corner bordering Hudson Bay is above the treeline and is considered tundra. The tallgrass prairie once dominated the south central and southeastern parts including the Red River Valley. Mixed grass prairie is found in the southwestern region. Agriculture has replaced much of the natural prairie but prairie still can be found in parks and protected areas; some are notable for the presence of the endangered western prairie fringed orchid,.[30][31]
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Manitoba is especially noted for its northern polar bear population; Churchill is commonly referred to as the "Polar Bear Capital".[32] Other large animals, including moose, white-tailed deer, black bears, cougars, lynx, and wolves, are common throughout the province, especially in the provincial and national parks. There is a large population of red sided garter snakes near Narcisse; the dens there are home to the world's largest concentration of snakes.[33]
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Manitoba's bird diversity is enhanced by its position on two major migration routes, with 392 confirmed identified species; 287 of these nesting within the province.[34] These include the great grey owl, the province's official bird, and the endangered peregrine falcon.[35]
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Manitoba's lakes host 18 species of game fish, particularly species of trout, pike, and goldeye, as well as many smaller fish.[36]
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Modern-day Manitoba was inhabited by the First Nations people shortly after the last ice age glaciers retreated in the southwest about 10,000 years ago; the first exposed land was the Turtle Mountain area.[37] The Ojibwe, Cree, Dene, Sioux, Mandan, and Assiniboine peoples founded settlements, and other tribes entered the area to trade. In Northern Manitoba, quartz was mined to make arrowheads. The first farming in Manitoba was along the Red River, where corn and other seed crops were planted before contact with Europeans.[38]
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In 1611, Henry Hudson was one of the first Europeans to sail into what is now known as Hudson Bay, where he was abandoned by his crew.[39] The first European to reach present-day central and southern Manitoba was Sir Thomas Button, who travelled upstream along the Nelson River to Lake Winnipeg in 1612 in an unsuccessful attempt to find and rescue Hudson.[40] When the British ship Nonsuch sailed into Hudson Bay in 1668–1669, she became the first trading vessel to reach the area; that voyage led to the formation of the Hudson's Bay Company, to which the British government gave absolute control of the entire Hudson Bay watershed. This watershed was named Rupert's Land, after Prince Rupert, who helped to subsidize the Hudson's Bay Company.[41] York Factory was founded in 1684 after the original fort of the Hudson's Bay Company, Fort Nelson (built in 1682), was destroyed by rival French traders.[42]
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Pierre Gaultier de Varennes, sieur de La Vérendrye, visited the Red River Valley in the 1730s to help open the area for French exploration and trade.[43] As French explorers entered the area, a Montreal-based company, the North West Company, began trading with the local Indigenous people. Both the North West Company and the Hudson's Bay Company built fur-trading forts; the two companies competed in southern Manitoba, occasionally resulting in violence, until they merged in 1821 (the Hudson's Bay Company Archives in Winnipeg preserve the history of this era).[41]
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Great Britain secured the territory in 1763 after their victory over France in the North American theatre of the Seven Years' War, better known as the French and Indian War in North America; lasting from 1754 to 1763. The founding of the first agricultural community and settlements in 1812 by Lord Selkirk, north of the area which is now downtown Winnipeg, led to conflict between British colonists and the Métis.[44] Twenty colonists, including the governor, and one Métis were killed in the Battle of Seven Oaks in 1816.[45] Thomas Spence attempted to be President of the Republic of Manitobah in 1867, that he and his council named.
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Rupert's Land was ceded to Canada by the Hudson's Bay Company in 1869 and incorporated into the Northwest Territories; a lack of attention to Métis concerns caused Métis leader Louis Riel to establish a local provisional government which formed into the Convention of Forty and the subsequent elected Legislative Assembly of Assiniboia on 9 March 1870.[46][47] This assembly subsequently sent three delegates to Ottawa to negotiate with the Canadian government. This resulted in the Manitoba Act and that province's entry into the Canadian Confederation. Prime Minister John A. Macdonald introduced the Manitoba Act in the House of Commons of Canada, the bill was given Royal Assent and Manitoba was brought into Canada as a province in 1870.[48] Louis Riel was pursued by British army officer Garnet Wolseley because of the rebellion, and Riel fled into exile.[49] The Canadian government blocked the Métis' attempts to obtain land promised to them as part of Manitoba's entry into confederation. Facing racism from the new flood of white settlers from Ontario, large numbers of Métis moved to what would become Saskatchewan and Alberta.[48]
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Numbered Treaties were signed in the late 19th century with the chiefs of First Nations that lived in the area. They made specific promises of land for every family. As a result, a reserve system was established under the jurisdiction of the Federal Government.[50] The prescribed amount of land promised to the native peoples was not always given; this led Indigenous groups to assert rights to the land through land claims, many of which are still ongoing.[51]
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The original province of Manitoba was a square one-eighteenth of its current size, and was known colloquially as the "postage stamp province".[52] Its borders were expanded in 1881, taking land from the Northwest Territories and the District of Keewatin, but Ontario claimed a large portion of the land; the disputed portion was awarded to Ontario in 1889. Manitoba grew to its current size in 1912, absorbing land from the Northwest Territories to reach 60°N, uniform with the northern reach of its western neighbours Saskatchewan, Alberta and British Columbia.[52]
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The Manitoba Schools Question showed the deep divergence of cultural values in the territory. The Catholic Franco-Manitobans had been guaranteed a state-supported separate school system in the original constitution of Manitoba, but a grassroots political movement among English Protestants from 1888 to 1890 demanded the end of French schools. In 1890, the Manitoba legislature passed a law removing funding for French Catholic schools.[53] The French Catholic minority asked the federal government for support; however, the Orange Order and other anti-Catholic forces mobilized nationwide to oppose them.[54]
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The federal Conservatives proposed remedial legislation to override Manitoba, but they were blocked by the Liberals, led by Wilfrid Laurier, who opposed the remedial legislation because of his belief in provincial rights.[53] Once elected Prime Minister in 1896, Laurier implemented a compromise stating Catholics in Manitoba could have their own religious instruction for 30 minutes at the end of the day if there were enough students to warrant it, implemented on a school-by-school basis.[53]
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By 1911, Winnipeg was the third largest city in Canada, and remained so until overtaken by Vancouver in the 1920s.[55] A boomtown, it grew quickly around the start of the 20th century, with outside investors and immigrants contributing to its success.[56] The drop in growth in the second half of the decade was a result of the opening of the Panama Canal in 1914, which reduced reliance on transcontinental railways for trade, as well as a decrease in immigration due to the outbreak of the First World War.[57] Over 18,000 Manitoba residents enlisted in the first year of the war; by the end of the war, 14 Manitobans had received the Victoria Cross.[58]
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During World War 1, Nellie McClung started the campaign for women's votes. On January 28, 1916, the vote for women was legalized. Manitoba was the first province to allow women to vote, obviously only in provincial elections. This was two years before Canada as a country granted women the right to vote.[59]
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After the First World War ended, severe discontent among farmers (over wheat prices) and union members (over wage rates) resulted in an upsurge of radicalism, coupled with a polarization over the rise of Bolshevism in Russia.[60] The most dramatic result was the Winnipeg general strike of 1919. It began on 15 May and collapsed on 25 June 1919; as the workers gradually returned to their jobs, the Central Strike Committee decided to end the movement.[61]
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Government efforts to violently crush the strike, including a Royal Northwest Mounted Police charge into a crowd of protesters that resulted in multiple casualties and one death, had led to the arrest of the movement's leaders.[61] In the aftermath, eight leaders went on trial, and most were convicted on charges of seditious conspiracy, illegal combinations, and seditious libel; four were aliens who were deported under the Canadian Immigration Act.[62]
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The Great Depression (1929–c. 1939) hit especially hard in Western Canada, including Manitoba. The collapse of the world market combined with a steep drop in agricultural production due to drought led to economic diversification, moving away from a reliance on wheat production.[63] The Manitoba Co-operative Commonwealth Federation, forerunner to the New Democratic Party of Manitoba (NDP), was founded in 1932.[64]
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Canada entered the Second World War in 1939. Winnipeg was one of the major commands for the British Commonwealth Air Training Plan to train fighter pilots, and there were air training schools throughout Manitoba. Several Manitoba-based regiments were deployed overseas, including Princess Patricia's Canadian Light Infantry. In an effort to raise money for the war effort, the Victory Loan campaign organized "If Day" in 1942. The event featured a simulated Nazi invasion and occupation of Manitoba, and eventually raised over C$65 million.[65]
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Winnipeg was inundated during the 1950 Red River Flood and had to be partially evacuated. In that year, the Red River reached its highest level since 1861 and flooded most of the Red River Valley. The damage caused by the flood led then-Premier Duff Roblin to advocate for the construction of the Red River Floodway; it was completed in 1968 after six years of excavation. Permanent dikes were erected in eight towns south of Winnipeg, and clay dikes and diversion dams were built in the Winnipeg area. In 1997, the "Flood of the Century" caused over C$400 million in damages in Manitoba, but the floodway prevented Winnipeg from flooding.[66]
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In 1990, Prime Minister Brian Mulroney attempted to pass the Meech Lake Accord, a series of constitutional amendments to persuade Quebec to endorse the Canada Act 1982. Unanimous support in the legislature was needed to bypass public consultation. Manitoba politician Elijah Harper, a Cree, opposed because he did not believe First Nations had been adequately involved in the Accord's process, and thus the Accord failed.[67]
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In 2013, Manitoba was the second province to make accessibility legislation law, protecting the rights of persons with disabilities.[68]
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At the 2011 census, Manitoba had a population of 1,208,268, more than half of which is in the Winnipeg Capital Region; Winnipeg is Canada's eighth-largest Census Metropolitan Area, with a population of 730,018 (2011 Census[69]). Although initial colonization of the province revolved mostly around homesteading, the last century has seen a shift towards urbanization; Manitoba is the only Canadian province with over fifty-five percent of its population in a single city.[70]
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According to the 2006 Canadian census,[69] the largest ethnic group in Manitoba is English (22.9%), followed by German (19.1%), Scottish (18.5%), Ukrainian (14.7%), Irish (13.4%), North American Indian (10.6%), Polish (7.3%), Métis (6.4%), French (5.6%), Dutch (4.9%), Russian (4.0%), and Icelandic (2.4%). Almost one-fifth of respondents also identified their ethnicity as "Canadian".[71] Indigenous peoples (including Métis) are Manitoba's fastest-growing ethnic group, representing 13.6 percent of Manitoba's population as of 2001 (some reserves refused to allow census-takers to enumerate their populations or were otherwise incompletely counted).[72][73] There is a significant Franco-Manitoban minority (148,370). Gimli, Manitoba is home to the largest Icelandic community outside of Iceland.[74]
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Most Manitobans belong to a Christian denomination: on the 2001 census, 758,760 Manitobans (68.7%) reported being Christian, followed by 13,040 (1.2%) Jewish, 5,745 (0.5%) Buddhist, 5,485 (0.5%) Sikh, 5,095 (0.5%) Muslim, 3,840 (0.3%) Hindu, 3,415 (0.3%) Indigenous spirituality and 995 (0.1%) pagan.[75] 201,825 Manitobans (18.3%) reported no religious affiliation.[75] The largest Christian denominations by number of adherents were the Roman Catholic Church with 292,970 (27%); the United Church of Canada with 176,820 (16%); and the Anglican Church of Canada with 85,890 (8%).[75]
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Manitoba has a moderately strong economy based largely on natural resources. Its Gross Domestic Product was C$50.834 billion in 2008.[76] The province's economy grew 2.4 percent in 2008, the third consecutive year of growth.[77] The average individual income in Manitoba in 2006 was C$25,100 (compared to a national average of C$26,500), ranking fifth-highest among the provinces.[78] As of October 2009, Manitoba's unemployment rate was 5.8 percent.[79]
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Manitoba's economy relies heavily on agriculture, tourism, electricity, oil, mining, and forestry. Agriculture is vital and is found mostly in the southern half of the province, although grain farming occurs as far north as The Pas. Around 12 percent of Canadian farmland is in Manitoba.[17] The most common type of farm found in rural areas is cattle farming (34.6%),[16] followed by assorted grains (19.0%) and oilseed (7.9%).[16]
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Manitoba is the nation's largest producer of sunflower seed and dry beans,[80] and one of the leading sources of potatoes. Portage la Prairie is a major potato processing centre, and is home to the McCain Foods and Simplot plants, which provide French fries for McDonald's, Wendy's, and other commercial restaurant chains.[81] Richardson International, one of the largest oat mills in the world, also has a plant in the municipality.[82]
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Manitoba's largest employers are government and government-funded institutions, including crown corporations and services like hospitals and universities. Major private-sector employers are The Great-West Life Assurance Company, Cargill Ltd., and James Richardson and Sons Ltd.[83] Manitoba also has large manufacturing and tourism sectors. Churchill's Arctic wildlife is a major tourist attraction; the town is a world capital for polar bear and beluga whale watchers.[84] Manitoba is the only province with an Arctic deep-water seaport, at Churchill.[85]
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In January 2018, the Canadian Federation of Independent Business claimed Manitoba was the most improved province for tackling red tape.[86]
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Manitoba's early economy depended on mobility and living off the land. Indigenous Nations (Cree, Ojibwa, Dene, Sioux and Assiniboine) followed herds of bison and congregated to trade among themselves at key meeting places throughout the province. After the arrival of the first European traders in the 17th century, the economy centred on the trade of beaver pelts and other furs.[87] Diversification of the economy came when Lord Selkirk brought the first agricultural settlers in 1811,[88] though the triumph of the Hudson's Bay Company (HBC) over its competitors ensured the primacy of the fur trade over widespread agricultural colonization.[87]
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HBC control of Rupert's Land ended in 1868; when Manitoba became a province in 1870, all land became the property of the federal government, with homesteads granted to settlers for farming.[87] Transcontinental railways were constructed to simplify trade. Manitoba's economy depended mainly on farming, which persisted until drought and the Great Depression led to further diversification.[63]
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CFB Winnipeg is a Canadian Forces Base at the Winnipeg International Airport. The base is home to flight operations support divisions and several training schools, as well as the 1 Canadian Air Division and Canadian NORAD Region Headquarters.[89] 17 Wing of the Canadian Forces is based at CFB Winnipeg; the Wing has three squadrons and six schools.[90] It supports 113 units from Thunder Bay to the Saskatchewan/Alberta border, and from the 49th parallel north to the high Arctic. 17 Wing acts as a deployed operating base for CF-18 Hornet fighter–bombers assigned to the Canadian NORAD Region.[90]
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The two 17 Wing squadrons based in the city are: the 402 ("City of Winnipeg" Squadron), which flies the Canadian designed and produced de Havilland Canada CT-142 Dash 8 navigation trainer in support of the 1 Canadian Forces Flight Training School's Air Combat Systems Officer and Airborne Electronic Sensor Operator training programs (which trains all Canadian Air Combat Systems Officer);[91] and the 435 ("Chinthe" Transport and Rescue Squadron), which flies the Lockheed C-130 Hercules tanker/transport in airlift search and rescue roles, and is the only Air Force squadron equipped and trained to conduct air-to-air refuelling of fighter aircraft.[90]
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Canadian Forces Base Shilo (CFB Shilo) is an Operations and Training base of the Canadian Forces 35 kilometres (22 mi) east of Brandon. During the 1990s, Canadian Forces Base Shilo was designated as an Area Support Unit, acting as a local base of operations for Southwest Manitoba in times of military and civil emergency.[92] CFB Shilo is the home of the 1st Regiment, Royal Canadian Horse Artillery, both battalions of the 1 Canadian Mechanized Brigade Group, and the Royal Canadian Artillery. The Second Battalion of Princess Patricia's Canadian Light Infantry (2 PPCLI), which was originally stationed in Winnipeg (first at Fort Osborne, then in Kapyong Barracks), has operated out of CFB Shilo since 2004. CFB Shilo hosts a training unit, 3rd Canadian Division Training Centre. It serves as a base for support units of 3rd Canadian Division, also including 3 CDSG Signals Squadron, Shared Services Unit (West), 11 CF Health Services Centre, 1 Dental Unit, 1 Military Police Regiment, and an Integrated Personnel Support Centre. The base houses 1,700 soldiers.[92]
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After the control of Rupert's Land was passed from Great Britain to the Government of Canada in 1869, Manitoba attained full-fledged rights and responsibilities of self-government as the first Canadian province carved out of the Northwest Territories.[93] The Legislative Assembly of Manitoba was established on 14 July 1870. Political parties first emerged between 1878 and 1883, with a two-party system (Liberals and Conservatives).[94] The United Farmers of Manitoba appeared in 1922, and later merged with the Liberals in 1932.[94] Other parties, including the Co-operative Commonwealth Federation (CCF), appeared during the Great Depression; in the 1950s, Manitoban politics became a three-party system, and the Liberals gradually declined in power.[94] The CCF became the New Democratic Party of Manitoba (NDP), which came to power in 1969.[94] Since then, the Progressive Conservatives and the NDP have been the dominant parties.[94]
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Like all Canadian provinces, Manitoba is governed by a unicameral legislative assembly.[95] The executive branch is formed by the governing party; the party leader is the premier of Manitoba, the head of the executive branch. The head of state, Queen Elizabeth II, is represented by the Lieutenant Governor of Manitoba, who is appointed by the Governor General of Canada on advice of the Prime Minister.[96] The head of state is primarily a ceremonial role, although the Lieutenant Governor has the official responsibility of ensuring Manitoba has a duly constituted government.[96]
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The Legislative Assembly consists of the 57 Members elected to represent the people of Manitoba.[97] The premier of Manitoba is Brian Pallister of the PC Party. The PCs were elected with a majority government of 40 seats.[98][99] The NDP holds 14 seats, and the Liberal Party have three seats but does not have official party status in the Manitoba Legislature.[99][100] The last provincial general election was held on 19 April 2016.[98] The province is represented in federal politics by 14 Members of Parliament and six Senators.[101][102]
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Manitoba's judiciary consists of the Court of Appeal, the Court of Queen's Bench, and the Provincial Court. The Provincial Court is primarily for criminal law; 95 per cent of criminal cases in Manitoba are heard here.[103] The Court of Queen's Bench is the highest trial court in the province. It has four jurisdictions: family law (child and family services cases), civil law, criminal law (for indictable offences), and appeals. The Court of Appeal hears appeals from both benches; its decisions can only be appealed to the Supreme Court of Canada.[104]
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Both English and French are official languages of the legislature and courts of Manitoba, according to §23 of the Manitoba Act of 1870 (part of the Constitution of Canada). In April 1890, the Manitoba legislature attempted to abolish the official status of French and ceased to publish bilingual legislation. However, in 1985 the Supreme Court of Canada ruled in the Reference re Manitoba Language Rights that §23 still applied, and that legislation published only in English was invalid (unilingual legislation was declared valid for a temporary period to allow time for translation).[105]
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Although French is an official language for the purposes of the legislature, legislation, and the courts, the Manitoba Act does not require it to be an official language for the purpose of the executive branch (except when performing legislative or judicial functions).[106] Hence, Manitoba's government is not completely bilingual. The Manitoba French Language Services Policy of 1999 is intended to provide a comparable level of provincial government services in both official languages.[107] According to the 2006 Census, 82.8 percent of Manitoba's population spoke only English, 3.2 percent spoke only French, 15.1 percent spoke both, and 0.9 percent spoke neither.[108]
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In 2010, the provincial government of Manitoba passed the Aboriginal Languages Recognition Act, which gives official recognition to seven indigenous languages: Cree, Dakota, Dene, Inuktitut, Michif, Ojibway and Oji-Cree.[109]
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Transportation and warehousing contribute approximately C$2.2 billion to Manitoba's GDP. Total employment in the industry is estimated at 34,500, or around 5 percent of Manitoba's population.[110] Trucks haul 95 percent of land freight in Manitoba, and trucking companies account for 80 percent of Manitoba's merchandise trade to the United States.[111] Five of Canada's twenty-five largest employers in for-hire trucking are headquartered in Manitoba.[111] C$1.18 billion of Manitoba's GDP comes directly or indirectly from trucking.[111]
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Greyhound Canada and Grey Goose Bus Lines offer domestic bus service from the Winnipeg Bus Terminal. The terminal was relocated from downtown Winnipeg to the airport in 2009, and is a Greyhound hub.[112] Municipalities also operate localized transit bus systems.
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Manitoba has two Class I railways: Canadian National Railway (CN) and Canadian Pacific Railway (CPR). Winnipeg is centrally located on the main lines of both carriers, and both maintain large inter-modal terminals in the city. CN and CPR operate a combined 2,439 kilometres (1,516 mi) of track in Manitoba.[111] Via Rail offers transcontinental and Northern Manitoba passenger service from Winnipeg's Union Station. Numerous small regional and short-line railways also run trains within Manitoba: the Hudson Bay Railway, the Southern Manitoba Railway, Burlington Northern Santa Fe Manitoba, Greater Winnipeg Water District Railway, and Central Manitoba Railway. Together, these smaller lines operate approximately 1,775 kilometres (1,103 mi) of track in the province.[111]
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Winnipeg James Armstrong Richardson International Airport, Manitoba's largest airport, is one of only a few 24-hour unrestricted airports in Canada and is part of the National Airports System.[113] A new, larger terminal opened in October 2011.[114] The airport handles approximately 195,000 tonnes (430,000,000 lb) of cargo annually, making it the third largest cargo airport in the country.[113]
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Eleven regional passenger airlines and nine smaller and charter carriers operate out of the airport, as well as eleven air cargo carriers and seven freight forwarders.[111] Winnipeg is a major sorting facility for both FedEx and Purolator, and receives daily trans-border service from UPS.[111] Air Canada Cargo and Cargojet Airways use the airport as a major hub for national traffic.[111]
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The Port of Churchill, owned by Arctic Gateway Group, is the only Arctic deep-water port in Canada. It is nautically closer to ports in Northern Europe and Russia than any other port in Canada.[85] It has four deep-sea berths for the loading and unloading of grain, general cargo and tanker vessels.[111] The port is served by the Hudson Bay Railway (also owned by Arctic Gateway Group). Grain represented 90 percent of the port's traffic in the 2004 shipping season.[111] In that year, over 600,000 tonnes (1.3×109 lb) of agricultural products were shipped through the port.[111]
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The first school in Manitoba was founded in 1818 by Roman Catholic missionaries in present-day Winnipeg; the first Protestant school was established in 1820.[115] A provincial board of education was established in 1871; it was responsible for public schools and curriculum, and represented both Catholics and Protestants. The Manitoba Schools Question led to funding for French Catholic schools largely being withdrawn in favour of the English Protestant majority.[116] Legislation making education compulsory for children between seven and fourteen was first enacted in 1916, and the leaving age was raised to sixteen in 1962.[117]
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Public schools in Manitoba fall under the regulation of one of thirty-seven school divisions within the provincial education system (except for the Manitoba Band Operated Schools, which are administered by the federal government).[118] Public schools follow a provincially mandated curriculum in either French or English. There are sixty-five funded independent schools in Manitoba, including three boarding schools.[119] These schools must follow the Manitoban curriculum and meet other provincial requirements. There are forty-four non-funded independent schools, which are not required to meet those standards.[120]
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There are five universities in Manitoba, regulated by the Ministry of Advanced Education and Literacy.[121] Four of these universities are in Winnipeg: the University of Manitoba, the largest and most comprehensive; the University of Winnipeg, a liberal arts school primarily focused on undergrad studies downtown; Université de Saint-Boniface, the province's only French-language university; and the Canadian Mennonite University, a religious-based institution. The Université de Saint-Boniface, established in 1818 and now affiliated with the University of Manitoba, is the oldest university in Western Canada. Brandon University, formed in 1899 and in Brandon, is the province's only university not in Winnipeg.[122]
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Manitoba has thirty-eight public libraries; of these, twelve have French-language collections and eight have significant collections in other languages.[123] Twenty-one of these are part of the Winnipeg Public Library system. The first lending library in Manitoba was founded in 1848.[124]
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The Minister of Culture, Heritage, Tourism and Sport is responsible for promoting and, to some extent, financing Manitoban culture.[125] Manitoba is the birthplace of the Red River Jig, a combination of Indigenous pow-wows and European reels popular among early settlers.[126] Manitoba's traditional music has strong roots in Métis and First Nations culture, in particular the old-time fiddling of the Métis.[127] Manitoba's cultural scene also incorporates classical European traditions. The Winnipeg-based Royal Winnipeg Ballet (RWB), is Canada's oldest ballet and North America's longest continuously operating ballet company; it was granted its royal title in 1953 under Queen Elizabeth II.[128] The Winnipeg Symphony Orchestra (WSO) performs classical music and new compositions at the Centennial Concert Hall.[129] Manitoba Opera, founded in 1969, also performs out of the Centennial Concert Hall.
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Le Cercle Molière (founded 1925) is the oldest French-language theatre in Canada,[130] and Royal Manitoba Theatre Centre (founded 1958) is Canada's oldest English-language regional theatre.[131] Manitoba Theatre for Young People was the first English-language theatre to win the Canadian Institute of the Arts for Young Audiences Award, and offers plays for children and teenagers as well as a theatre school.[132] The Winnipeg Art Gallery (WAG), Manitoba's largest art gallery and the sixth largest in the country, hosts an art school for children; the WAG's permanent collection comprises over twenty thousand works, with a particular emphasis on Manitoban and Canadian art.[133][134]
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The 1960s pop group The Guess Who was formed in Manitoba, and later became the first Canadian band to have a No. 1 hit in the United States;[135] Guess Who guitarist Randy Bachman later created Bachman–Turner Overdrive (BTO) with fellow Winnipeg-based musician Fred Turner.[136] Fellow rocker Neil Young, lived for a time in Manitoba, played with Stephen Stills in Buffalo Springfield, and again in supergroup Crosby, Stills, Nash & Young.[137] Soft-rock band Crash Test Dummies formed in the late 1980s in Winnipeg and were the 1992 Juno Awards Group of the Year.[138]
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Several prominent Canadian films were produced in Manitoba, such as The Stone Angel, based on the Margaret Laurence book of the same title, The Saddest Music in the World, Foodland, For Angela, and My Winnipeg. Major films shot in Manitoba include The Assassination of Jesse James by the Coward Robert Ford and Capote,[139] both of which received Academy Award nominations.[140] Falcon Beach, an internationally broadcast television drama, was filmed at Winnipeg Beach, Manitoba.[141]
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Manitoba has a strong literary tradition. Manitoban writer Bertram Brooker won the first-ever Governor General's Award for Fiction in 1936.[142] Cartoonist Lynn Johnston, author of the comic strip For Better or For Worse, was a finalist for a 1994 Pulitzer Prize and inducted into the Canadian Cartoonist Hall of Fame.[143] Margaret Laurence's The Stone Angel and A Jest of God were set in Manawaka, a fictional town representing Neepawa; the latter title won the Governor General's Award in 1966.[144] Carol Shields won both the Governor General's Award and the Pulitzer Prize for The Stone Diaries.[145] Gabrielle Roy, a Franco-Manitoban writer, won the Governor General's Award three times.[142] A quote from her writings is featured on the Canadian $20 bill.[146]
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Festivals take place throughout the province, with the largest centred in Winnipeg. The inaugural Winnipeg Folk Festival was held in 1974 as a one-time celebration to mark Winnipeg's 100th anniversary. Today, the five-day festival is one of the largest folk festivals in North America with over 70 acts from around the world and an annual attendance of over 80,000. The Winnipeg Folk Festival's home – Birds Hill Provincial Park – is 34 kilometres outside of Winnipeg and for the five days of the festival, it becomes Manitoba's third largest "city." The Festival du Voyageur is an annual ten-day event held in Winnipeg's French Quarter, and is Western Canada's largest winter festival.[147] It celebrates Canada's fur-trading past and French-Canadian heritage and culture. Folklorama, a multicultural festival run by the Folk Arts Council, receives around 400,000 pavilion visits each year, of which about thirty percent are from non-Winnipeg residents.[147][148] The Winnipeg Fringe Theatre Festival is an annual alternative theatre festival, the second-largest festival of its kind in North America (after the Edmonton International Fringe Festival).[149]
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Manitoban museums document different aspects of the province's heritage. The Manitoba Museum is the largest museum in Manitoba and focuses on Manitoban history from prehistory to the 1920s.[150] The full-size replica of the Nonsuch is the museum's showcase piece.[151] The Manitoba Children's Museum at The Forks presents exhibits for children.[152] There are two museums dedicated to the native flora and fauna of Manitoba: the Living Prairie Museum, a tall grass prairie preserve featuring 160 species of grasses and wildflowers, and FortWhyte Alive, a park encompassing prairie, lake, forest and wetland habitats, home to a large herd of bison.[153] The Canadian Fossil Discovery Centre houses the largest collection of marine reptile fossils in Canada.[154] Other museums feature the history of aviation, marine transport, and railways in the area. The Canadian Museum for Human Rights is the first Canadian national museum outside of the National Capital Region.[155]
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Winnipeg has two daily newspapers: the Winnipeg Free Press, a broadsheet with the highest circulation numbers in Manitoba, as well as the Winnipeg Sun, a smaller tabloid-style paper. There are several ethnic weekly newspapers,[156] including the weekly French-language La Liberté, and regional and national magazines based in the city. Brandon has two newspapers: the daily Brandon Sun and the weekly Wheat City Journal.[157] Many small towns have local newspapers.[158]
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There are five English-language television stations and one French-language station based in Winnipeg. The Global Television Network (owned by Canwest) is headquartered in the city.[159] Winnipeg is home to twenty-one AM and FM radio stations, two of which are French-language stations.[160] Brandon's five local radio stations are provided by Astral Media and Westman Communications Group.[160] In addition to the Brandon and Winnipeg stations, radio service is provided in rural areas and smaller towns by Golden West Broadcasting, Corus Entertainment, and local broadcasters. CBC Radio broadcasts local and national programming throughout the province.[161] Native Communications is devoted to indigenous programming and broadcasts to many of the isolated native communities as well as to larger cities.[162]
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Manitoba has five professional sports teams: the Winnipeg Blue Bombers (Canadian Football League), the Winnipeg Jets (National Hockey League), the Manitoba Moose (American Hockey League), the Winnipeg Goldeyes (American Association), and Valour FC (Canadian Premier League). The province was previously home to another team called the Winnipeg Jets, which played in the World Hockey Association and National Hockey League from 1972 until 1996, when financial troubles prompted a sale and move of the team, renamed the Phoenix Coyotes.[163] A second incarnation of the Winnipeg Jets returned, after True North Sports & Entertainment bought the Atlanta Thrashers and moved the team to Winnipeg in time for the 2011 hockey season.[164] Manitoba has two major junior-level hockey teams, the Western Hockey League's Brandon Wheat Kings and Winnipeg Ice, and one junior football team, the Winnipeg Rifles of the Canadian Junior Football League.
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The province is represented in university athletics by the University of Manitoba Bisons, the University of Winnipeg Wesmen, and the Brandon University Bobcats. All three teams compete in the Canada West Universities Athletic Association, a regional division of U Sports.[165]
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Curling is an important winter sport in the province with Manitoba producing more men's national champions than any other province, while additionally in the top 3 women's national champions, as well as multiple world champions in the sport. The province also hosts the world's largest curling tournament in the MCA Bonspiel.[166] The province is regular host to Grand Slam events which feature as the largest cash events in the sport such as the annual Manitoba Lotteries Women's Curling Classic as well as other rotating events.
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Though not as prominent as hockey and curling, long track speed skating also features as a notable and top winter sport in Manitoba. The province has produced some of the world's best female speed skaters including Susan Auch and the country's top Olympic medal earners Cindy Klassen and Clara Hughes.[167]
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Silver is a chemical element with the symbol Ag (from the Latin argentum, derived from the Proto-Indo-European h₂erǵ: "shiny" or "white") and atomic number 47. A soft, white, lustrous transition metal, it exhibits the highest electrical conductivity, thermal conductivity, and reflectivity of any metal. The metal is found in the Earth's crust in the pure, free elemental form ("native silver"), as an alloy with gold and other metals, and in minerals such as argentite and chlorargyrite. Most silver is produced as a byproduct of copper, gold, lead, and zinc refining.
|
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Silver has long been valued as a precious metal. Silver metal is used in many bullion coins, sometimes alongside gold:[4] while it is more abundant than gold, it is much less abundant as a native metal.[5] Its purity is typically measured on a per-mille basis; a 94%-pure alloy is described as "0.940 fine". As one of the seven metals of antiquity, silver has had an enduring role in most human cultures.
|
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Other than in currency and as an investment medium (coins and bullion), silver is used in solar panels, water filtration, jewellery, ornaments, high-value tableware and utensils (hence the term silverware), in electrical contacts and conductors, in specialized mirrors, window coatings, in catalysis of chemical reactions, as a colorant in stained glass and in specialised confectionery. Its compounds are used in photographic and X-ray film. Dilute solutions of silver nitrate and other silver compounds are used as disinfectants and microbiocides (oligodynamic effect), added to bandages and wound-dressings, catheters, and other medical instruments.
|
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|
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Silver is similar in its physical and chemical properties to its two vertical neighbours in group 11 of the periodic table, copper and gold. Its 47 electrons are arranged in the configuration [Kr]4d105s1, similarly to copper ([Ar]3d104s1) and gold ([Xe]4f145d106s1); group 11 is one of the few groups in the d-block which has a completely consistent set of electron configurations.[7] This distinctive electron configuration, with a single electron in the highest occupied s subshell over a filled d subshell, accounts for many of the singular properties of metallic silver.[8]
|
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|
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+
Silver is an extremely soft, ductile and malleable transition metal, though it is slightly less malleable than gold. Silver crystallizes in a face-centered cubic lattice with bulk coordination number 12, where only the single 5s electron is delocalized, similarly to copper and gold.[9] Unlike metals with incomplete d-shells, metallic bonds in silver are lacking a covalent character and are relatively weak. This observation explains the low hardness and high ductility of single crystals of silver.[10]
|
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|
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Silver has a brilliant white metallic luster that can take a high polish,[11] and which is so characteristic that the name of the metal itself has become a colour name.[8] Unlike copper and gold, the energy required to excite an electron from the filled d band to the s-p conduction band in silver is large enough (around 385 kJ/mol) that it no longer corresponds to absorption in the visible region of the spectrum, but rather in the ultraviolet; hence silver is not a coloured metal.[8] Protected silver has greater optical reflectivity than aluminium at all wavelengths longer than ~450 nm.[12] At wavelengths shorter than 450 nm, silver's reflectivity is inferior to that of aluminium and drops to zero near 310 nm.[13]
|
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Very high electrical and thermal conductivity is common to the elements in group 11, because their single s electron is free and does not interact with the filled d subshell, as such interactions (which occur in the preceding transition metals) lower electron mobility.[14] The electrical conductivity of silver is the greatest of all metals, greater even than copper, but it is not widely used for this property because of the higher cost. An exception is in radio-frequency engineering, particularly at VHF and higher frequencies where silver plating improves electrical conductivity because those currents tend to flow on the surface of conductors rather than through the interior. During World War II in the US, 13540 tons of silver were used in electromagnets for enriching uranium, mainly because of the wartime shortage of copper.[15][16][17] Pure silver has the highest thermal conductivity of any metal, although the conductivity of carbon (in the diamond allotrope) and superfluid helium-4 are even higher.[7] Silver also has the lowest contact resistance of any metal.[7]
|
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|
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+
Silver readily forms alloys with copper and gold, as well as zinc. Zinc-silver alloys with low zinc concentration may be considered as face-centred cubic solid solutions of zinc in silver, as the structure of the silver is largely unchanged while the electron concentration rises as more zinc is added. Increasing the electron concentration further leads to body-centred cubic (electron concentration 1.5), complex cubic (1.615), and hexagonal close-packed phases (1.75).[9]
|
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|
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+
Naturally occurring silver is composed of two stable isotopes, 107Ag and 109Ag, with 107Ag being slightly more abundant (51.839% natural abundance). This almost equal abundance is rare in the periodic table. The atomic weight is 107.8682(2) u;[18][19] this value is very important because of the importance of silver compounds, particularly halides, in gravimetric analysis.[18] Both isotopes of silver are produced in stars via the s-process (slow neutron capture), as well as in supernovas via the r-process (rapid neutron capture).[20]
|
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+
Twenty-eight radioisotopes have been characterized, the most stable being 105Ag with a half-life of 41.29 days, 111Ag with a half-life of 7.45 days, and 112Ag with a half-life of 3.13 hours. Silver has numerous nuclear isomers, the most stable being 108mAg (t1/2 = 418 years), 110mAg (t1/2 = 249.79 days) and 106mAg (t1/2 = 8.28 days). All of the remaining radioactive isotopes have half-lives of less than an hour, and the majority of these have half-lives of less than three minutes.[21]
|
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|
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+
Isotopes of silver range in relative atomic mass from 92.950 u (93Ag) to 129.950 u (130Ag);[22] the primary decay mode before the most abundant stable isotope, 107Ag, is electron capture and the primary mode after is beta decay. The primary decay products before 107Ag are palladium (element 46) isotopes, and the primary products after are cadmium (element 48) isotopes.[21]
|
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|
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+
The palladium isotope 107Pd decays by beta emission to 107Ag with a half-life of 6.5 million years. Iron meteorites are the only objects with a high-enough palladium-to-silver ratio to yield measurable variations in 107Ag abundance. Radiogenic 107Ag was first discovered in the Santa Clara meteorite in 1978.[23] The discoverers suggest the coalescence and differentiation of iron-cored small planets may have occurred 10 million years after a nucleosynthetic event. 107Pd–107Ag correlations observed in bodies that have clearly been melted since the accretion of the solar system must reflect the presence of unstable nuclides in the early solar system.[24]
|
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|
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+
Silver is a rather unreactive metal. This is because its filled 4d shell is not very effective in shielding the electrostatic forces of attraction from the nucleus to the outermost 5s electron, and hence silver is near the bottom of the electrochemical series (E0(Ag+/Ag) = +0.799 V).[8] In group 11, silver has the lowest first ionization energy (showing the instability of the 5s orbital), but has higher second and third ionization energies than copper and gold (showing the stability of the 4d orbitals), so that the chemistry of silver is predominantly that of the +1 oxidation state, reflecting the increasingly limited range of oxidation states along the transition series as the d-orbitals fill and stabilize.[26] Unlike copper, for which the larger hydration energy of Cu2+ as compared to Cu+ is the reason why the former is the more stable in aqueous solution and solids despite lacking the stable filled d-subshell of the latter, with silver this effect is swamped by its larger second ionisation energy. Hence, Ag+ is the stable species in aqueous solution and solids, with Ag2+ being much less stable as it oxidizes water.[26]
|
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+
Most silver compounds have significant covalent character due to the small size and high first ionization energy (730.8 kJ/mol) of silver.[8] Furthermore, silver's Pauling electronegativity of 1.93 is higher than that of lead (1.87), and its electron affinity of 125.6 kJ/mol is much higher than that of hydrogen (72.8 kJ/mol) and not much less than that of oxygen (141.0 kJ/mol).[27] Due to its full d-subshell, silver in its main +1 oxidation state exhibits relatively few properties of the transition metals proper from groups 4 to 10, forming rather unstable organometallic compounds, forming linear complexes showing very low coordination numbers like 2, and forming an amphoteric oxide[28] as well as Zintl phases like the post-transition metals.[29] Unlike the preceding transition metals, the +1 oxidation state of silver is stable even in the absence of π-acceptor ligands.[26]
|
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+
|
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+
Silver does not react with air, even at red heat, and thus was considered by alchemists as a noble metal along with gold. Its reactivity is intermediate between that of copper (which forms copper(I) oxide when heated in air to red heat) and gold. Like copper, silver reacts with sulfur and its compounds; in their presence, silver tarnishes in air to form the black silver sulfide (copper forms the green sulfate instead, while gold does not react). Unlike copper, silver will not react with the halogens, with the exception of fluorine gas, with which it forms the difluoride. While silver is not attacked by non-oxidizing acids, the metal dissolves readily in hot concentrated sulfuric acid, as well as dilute or concentrated nitric acid. In the presence of air, and especially in the presence of hydrogen peroxide, silver dissolves readily in aqueous solutions of cyanide.[25]
|
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+
The three main forms of deterioration in historical silver artifacts are tarnishing, formation of silver chloride due to long-term immersion in salt water, as well as reaction with nitrate ions or oxygen. Fresh silver chloride is pale yellow, becoming purplish on exposure to light; it projects slightly from the surface of the artifact or coin. The precipitation of copper in ancient silver can be used to date artifacts, as copper is nearly always a constituent of silver alloys.[30]
|
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+
Silver metal is attacked by strong oxidizers such as potassium permanganate (KMnO4) and potassium dichromate (K2Cr2O7), and in the presence of potassium bromide (KBr). These compounds are used in photography to bleach silver images, converting them to silver bromide that can either be fixed with thiosulfate or redeveloped to intensify the original image. Silver forms cyanide complexes (silver cyanide) that are soluble in water in the presence of an excess of cyanide ions. Silver cyanide solutions are used in electroplating of silver.[31]
|
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|
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+
The common oxidation states of silver are (in order of commonness): +1 (the most stable state; for example, silver nitrate, AgNO3); +2 (highly oxidising; for example, silver(II) fluoride, AgF2); and even very rarely +3 (extreme oxidising; for example, potassium tetrafluoroargentate(III), KAgF4).[32] The +1 state is by far the most common, followed by the easily reducible +2 state. The +3 state requires very strong oxidising agents to attain, such as fluorine or peroxodisulfate, and some silver(III) compounds react with atmospheric moisture and attack glass.[33] Indeed, silver(III) fluoride is usually obtained by reacting silver or silver monofluoride with the strongest known oxidizing agent, krypton difluoride.[34]
|
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|
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+
Silver and gold have rather low chemical affinities for oxygen, lower than copper, and it is therefore expected that silver oxides are thermally quite unstable. Soluble silver(I) salts precipitate dark-brown silver(I) oxide, Ag2O, upon the addition of alkali. (The hydroxide AgOH exists only in solution; otherwise it spontaneously decomposes to the oxide.) Silver(I) oxide is very easily reduced to metallic silver, and decomposes to silver and oxygen above 160 °C.[35] This and other silver(I) compounds may be oxidized by the strong oxidizing agent peroxodisulfate to black AgO, a mixed silver(I,III) oxide of formula AgIAgIIIO2. Some other mixed oxides with silver in non-integral oxidation states, namely Ag2O3 and Ag3O4, are also known, as is Ag3O which behaves as a metallic conductor.[35]
|
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|
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+
Silver(I) sulfide, Ag2S, is very readily formed from its constituent elements and is the cause of the black tarnish on some old silver objects. It may also be formed from the reaction of hydrogen sulfide with silver metal or aqueous Ag+ ions. Many non-stoichiometric selenides and tellurides are known; in particular, AgTe~3 is a low-temperature superconductor.[35]
|
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The only known dihalide of silver is the difluoride, AgF2, which can be obtained from the elements under heat. A strong yet thermally stable and therefore safe fluorinating agent, silver(II) fluoride is often used to synthesize hydrofluorocarbons.[36]
|
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+
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In stark contrast to this, all four silver(I) halides are known. The fluoride, chloride, and bromide have the sodium chloride structure, but the iodide has three known stable forms at different temperatures; that at room temperature is the cubic zinc blende structure. They can all be obtained by the direct reaction of their respective elements.[36] As the halogen group is descended, the silver halide gains more and more covalent character, solubility decreases, and the color changes from the white chloride to the yellow iodide as the energy required for ligand-metal charge transfer (X−Ag+ → XAg) decreases.[36] The fluoride is anomalous, as the fluoride ion is so small that it has a considerable solvation energy and hence is highly water-soluble and forms di- and tetrahydrates.[36] The other three silver halides are highly insoluble in aqueous solutions and are very commonly used in gravimetric analytical methods.[18] All four are photosensitive (though the monofluoride is so only to ultraviolet light), especially the bromide and iodide which photodecompose to silver metal, and thus were used in traditional photography.[36] The reaction involved is:[37]
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The process is not reversible because the silver atom liberated is typically found at a crystal defect or an impurity site, so that the electron's energy is lowered enough that it is "trapped".[37]
|
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+
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White silver nitrate, AgNO3, is a versatile precursor to many other silver compounds, especially the halides, and is much less sensitive to light. It was once called lunar caustic because silver was called luna by the ancient alchemists, who believed that silver was associated with the moon.[38] It is often used for gravimetric analysis, exploiting the insolubility of the heavier silver halides which it is a common precursor to.[18] Silver nitrate is used in many ways in organic synthesis, e.g. for deprotection and oxidations. Ag+ binds alkenes reversibly, and silver nitrate has been used to separate mixtures of alkenes by selective absorption. The resulting adduct can be decomposed with ammonia to release the free alkene.[39]
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Yellow silver carbonate, Ag2CO3 can be easily prepared by reacting aqueous solutions of sodium carbonate with a deficiency of silver nitrate.[40] Its principal use is for the production of silver powder for use in microelectronics. It is reduced with formaldehyde, producing silver free of alkali metals:[41]
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+
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Silver carbonate is also used as a reagent in organic synthesis such as the Koenigs-Knorr reaction. In the Fétizon oxidation, silver carbonate on celite acts as an oxidising agent to form lactones from diols. It is also employed to convert alkyl bromides into alcohols.[40]
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Silver fulminate, AgCNO, a powerful, touch-sensitive explosive used in percussion caps, is made by reaction of silver metal with nitric acid in the presence of ethanol. Other dangerously explosive silver compounds are silver azide, AgN3, formed by reaction of silver nitrate with sodium azide,[42] and silver acetylide, Ag2C2, formed when silver reacts with acetylene gas in ammonia solution.[26] In its most characteristic reaction, silver azide decomposes explosively, releasing nitrogen gas: given the photosensitivity of silver salts, this behaviour may be induced by shining a light on its crystals.[26]
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Silver complexes tend to be similar to those of its lighter homologue copper. Silver(III) complexes tend to be rare and very easily reduced to the more stable lower oxidation states, though they are slightly more stable than those of copper(III). For instance, the square planar periodate [Ag(IO5OH)2]5− and tellurate [Ag{TeO4(OH)2}2]5− complexes may be prepared by oxidising silver(I) with alkaline peroxodisulfate. The yellow diamagnetic [AgF4]− is much less stable, fuming in moist air and reacting with glass.[33]
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Silver(II) complexes are more common. Like the valence isoelectronic copper(II) complexes, they are usually square planar and paramagnetic, which is increased by the greater field splitting for 4d electrons than for 3d electrons. Aqueous Ag2+, produced by oxidation of Ag+ by ozone, is a very strong oxidising agent, even in acidic solutions: it is stabilized in phosphoric acid due to complex formation. Peroxodisulfate oxidation is generally necessary to give the more stable complexes with heterocyclic amines, such as [Ag(py)4]2+ and [Ag(bipy)2]2+: these are stable provided the counterion cannot reduce the silver back to the +1 oxidation state. [AgF4]2− is also known in its violet barium salt, as are some silver(II) complexes with N- or O-donor ligands such as pyridine carboxylates.[43]
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By far the most important oxidation state for silver in complexes is +1. The Ag+ cation is diamagnetic, like its homologues Cu+ and Au+, as all three have closed-shell electron configurations with no unpaired electrons: its complexes are colourless provided the ligands are not too easily polarized such as I−. Ag+ forms salts with most anions, but it is reluctant to coordinate to oxygen and thus most of these salts are insoluble in water: the exceptions are the nitrate, perchlorate, and fluoride. The tetracoordinate tetrahedral aqueous ion [Ag(H2O)4]+ is known, but the characteristic geometry for the Ag+ cation is 2-coordinate linear. For example, silver chloride dissolves readily in excess aqueous ammonia to form [Ag(NH3)2]+; silver salts are dissolved in photography due to the formation of the thiosulfate complex [Ag(S2O3)2]3−; and cyanide extraction for silver (and gold) works by the formation of the complex [Ag(CN)2]−. Silver cyanide forms the linear polymer {Ag–C≡N→Ag–C≡N→}; silver thiocyanate has a similar structure, but forms a zigzag instead because of the sp3-hybridized sulfur atom. Chelating ligands are unable to form linear complexes and thus silver(I) complexes with them tend to form polymers; a few exceptions exist, such as the near-tetrahedral diphosphine and diarsine complexes [Ag(L–L)2]+.[44]
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Under standard conditions, silver does not form simple carbonyls, due to the weakness of the Ag–C bond. A few are known at very low temperatures around 6–15 K, such as the green, planar paramagnetic Ag(CO)3, which dimerizes at 25–30 K, probably by forming Ag–Ag bonds. Additionally, the silver carbonyl [Ag(CO)] [B(OTeF5)4] is known. Polymeric AgLX complexes with alkenes and alkynes are known, but their bonds are thermodynamically weaker than even those of the platinum complexes (though they are formed more readily than those of the analogous gold complexes): they are also quite unsymmetrical, showing the weak π bonding in group 11. Ag–C σ bonds may also be formed by silver(I), like copper(I) and gold(I), but the simple alkyls and aryls of silver(I) are even less stable than those of copper(I) (which tend to explode under ambient conditions). For example, poor thermal stability is reflected in the relative decomposition temperatures of AgMe (−50 °C) and CuMe (−15 °C) as well as those of PhAg (74 °C) and PhCu (100 °C).[45]
|
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+
|
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The C–Ag bond is stabilized by perfluoroalkyl ligands, for example in AgCF(CF3)2.[46] Alkenylsilver compounds are also more stable than their alkylsilver counterparts.[47] Silver-NHC complexes are easily prepared, and are commonly used to prepare other NHC complexes by displacing labile ligands. For example, the reaction of the bis(NHC)silver(I) complex with bis(acetonitrile)palladium dichloride or chlorido(dimethyl sulfide)gold(I):[48]
|
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|
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Silver forms alloys with most other elements on the periodic table. The elements from groups 1–3, except for hydrogen, lithium, and beryllium, are very miscible with silver in the condensed phase and form intermetallic compounds; those from groups 4–9 are only poorly miscible; the elements in groups 10–14 (except boron and carbon) have very complex Ag–M phase diagrams and form the most commercially important alloys; and the remaining elements on the periodic table have no consistency in their Ag–M phase diagrams. By far the most important such alloys are those with copper: most silver used for coinage and jewellery is in reality a silver–copper alloy, and the eutectic mixture is used in vacuum brazing. The two metals are completely miscible as liquids but not as solids; their importance in industry comes from the fact that their properties tend to be suitable over a wide range of variation in silver and copper concentration, although most useful alloys tend to be richer in silver than the eutectic mixture (71.9% silver and 28.1% copper by weight, and 60.1% silver and 28.1% copper by atom).[49]
|
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|
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Most other binary alloys are of little use: for example, silver–gold alloys are too soft and silver–cadmium alloys too toxic. Ternary alloys have much greater importance: dental amalgams are usually silver–tin–mercury alloys, silver–copper–gold alloys are very important in jewellery (usually on the gold-rich side) and have a vast range of hardnesses and colours, silver–copper–zinc alloys are useful as low-melting brazing alloys, and silver–cadmium–indium (involving three adjacent elements on the periodic table) is useful in nuclear reactors because of its high thermal neutron capture cross-section, good conduction of heat, mechanical stability, and resistance to corrosion in hot water.[49]
|
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The word "silver" appears in Old English in various spellings, such as seolfor and siolfor. It is cognate with Old High German silabar; Gothic silubr; or Old Norse silfr, all ultimately deriving from Proto-Germanic *silubra. The Balto-Slavic words for silver are rather similar to the Germanic ones (e.g. Russian серебро [serebró], Polish srebro, Lithuanian sidãbras), as is the Celtiberian form silabur. They may have a common Indo-European origin, although their morphology rather suggest a non-Indo-European Wanderwort.[50][51] Some scholars have thus proposed a Paleo-Hispanic origin, pointing to the Basque form zilharr as an evidence.[52]
|
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|
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The chemical symbol Ag is from the Latin word for "silver", argentum (compare Ancient Greek ἄργυρος, árgyros), from the Proto-Indo-European root *h₂erǵ- (formerly reconstructed as *arǵ-), meaning "white" or "shining". This was the usual Proto-Indo-European word for the metal, whose reflexes are missing in Germanic and Balto-Slavic.[51]
|
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Silver was one of the seven metals of antiquity that were known to prehistoric humans and whose discovery is thus lost to history.[53] In particular, the three metals of group 11, copper, silver, and gold, occur in the elemental form in nature and were probably used as the first primitive forms of money as opposed to simple bartering.[54] However, unlike copper, silver did not lead to the growth of metallurgy on account of its low structural strength, and was more often used ornamentally or as money.[55] Since silver is more reactive than gold, supplies of native silver were much more limited than those of gold.[54] For example, silver was more expensive than gold in Egypt until around the fifteenth century BC:[56] the Egyptians are thought to have separated gold from silver by heating the metals with salt, and then reducing the silver chloride produced to the metal.[57]
|
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The situation changed with the discovery of cupellation, a technique that allowed silver metal to be extracted from its ores. While slag heaps found in Asia Minor and on the islands of the Aegean Sea indicate that silver was being separated from lead as early as the 4th millennium BC,[7] and one of the earliest silver extraction centres in Europe was Sardinia in the early Chalcolithic period,[58] these techniques did not spread widely until later,
|
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when it spread throughout the region and beyond.[56] The origins of silver production in India, China, and Japan were almost certainly equally ancient, but are not well-documented due to their great age.[57]
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When the Phoenicians first came to what is now Spain, they obtained so much silver that they could not fit it all on their ships, and as a result used silver to weight their anchors instead of lead.[56] By the time of the Greek and Roman civilizations, silver coins were a staple of the economy:[54] the Greeks were already extracting silver from galena by the 7th century BC,[56] and the rise of Athens was partly made possible by the nearby silver mines at Laurium, from which they extracted about 30 tonnes a year from 600 to 300 BC.[59] The stability of the Roman currency relied to a high degree on the supply of silver bullion, mostly from Spain, which Roman miners produced on a scale unparalleled before the discovery of the New World. Reaching a peak production of 200 tonnes per year, an estimated silver stock of 10000 tonnes circulated in the Roman economy in the middle of the second century AD, five to ten times larger than the combined amount of silver available to medieval Europe and the Abbasid Caliphate around AD 800.[60][61] The Romans also recorded the extraction of silver in central and northern Europe in the same time period. This production came to a nearly complete halt with the fall of the Roman Empire, not to resume until the time of Charlemagne: by then, tens of thousands of tonnes of silver had already been extracted.[57]
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Central Europe became the centre of silver production during the Middle Ages, as the Mediterranean deposits exploited by the ancient civilisations had been exhausted. Silver mines were opened in Bohemia, Saxony, Erzgebirge, Alsace, the Lahn region, Siegerland, Silesia, Hungary, Norway, Steiermark, Salzburg, and the southern Black Forest. Most of these ores were quite rich in silver and could simply be separated by hand from the remaining rock and then smelted; some deposits of native silver were also encountered. Many of these mines were soon exhausted, but a few of them remained active until the Industrial Revolution, before which the world production of silver was around a meagre 50 tonnes per year.[57] In the Americas, high temperature silver-lead cupellation technology was developed by pre-Inca civilizations as early as AD 60–120; silver deposits in India, China, Japan, and pre-Columbian America continued to be mined during this time.[57][62]
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With the discovery of America and the plundering of silver by the Spanish conquistadors, Central and South America became the dominant producers of silver until around the beginning of the 18th century, particularly Peru, Bolivia, Chile, and Argentina:[57] the last of these countries later took its name from that of the metal that composed so much of its mineral wealth.[59] The silver trade gave way to a global network of exchange. As one historian put it, silver "went round the world and made the world go round."[63] Much of this silver ended up in the hands of the Chinese. A Portuguese merchant in 1621 noted that silver "wanders throughout all the world... before flocking to China, where it remains as if at its natural center."[64] Still, much of it went to Spain, allowing Spanish rulers to pursue military and political ambitions in both Europe and the Americas. "New World mines," concluded several historians, "supported the Spanish empire."[65]
|
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In the 19th century, primary production of silver moved to North America, particularly Canada, Mexico, and Nevada in the United States: some secondary production from lead and zinc ores also took place in Europe, and deposits in Siberia and the Russian Far East as well as in Australia were mined.[57] Poland emerged as an important producer during the 1970s after the discovery of copper deposits that were rich in silver, before the centre of production returned to the Americas the following decade. Today, Peru and Mexico are still among the primary silver producers, but the distribution of silver production around the world is quite balanced and about one-fifth of the silver supply comes from recycling instead of new production.[57]
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Ancient Egyptian figurine of Horus as falcon god with an Egyptian crown; circa 500 BC; silver and electrum; height: 26.9 cm; Staatliche Sammlung für Ägyptische Kunst (Munich, Germany)
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|
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Ancient Greek tetradrachm; 315–308 BC; diameter: 2.7 cm; Metropolitan Museum of Art (New York City)
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Ancient Greek gilded bowl; 2nd–1st century BC; height: 7.6 cm, dimeter: 14.8 cm; Metropolitan Museum of Art
|
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Roman plate; 1st–2nd century AD; height: 0.1 cm, diameter: 12.7 cm; Metropolitan Museum of Art
|
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Roman bust of Serapis; 2nd century; 15.6 x 9.5 cm; Metropolitan Museum of Art
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French Rococo tureen; 1749; height: 26.3 cm, width: 39 cm, depth: 24 cm; Metropolitan Museum of Art
|
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French Rococo coffeepot; 1757; height: 29.5 cm; Metropolitan Museum of Art
|
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French Neoclassical ewer; 1784-1785; height: 32.9 cm; Metropolitan Museum of Art
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Neo-Rococo coffeepot; 1845; overall: 32 x 23.8 x 15.4 cm; Cleveland Museum of Art (Cleveland, Ohio, USA)
|
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French Art Nouveau dessert spoons; circa 1890; Cooper Hewitt, Smithsonian Design Museum (New York City)
|
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Art Nouveau jardiniere; circa 1905-1910; height: 22 cm, width: 47 cm, depth: 22.5 cm; Cooper Hewitt, Smithsonian Design Museum
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Hand mirror; 1906; height: 20.7 cm, weight: 88 g; Rijksmuseum (Amsterdam, the Netherlands)
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Silver plays a certain role in mythology and has found various usage as a metaphor and in folklore. The Greek poet Hesiod's Works and Days (lines 109–201) lists different ages of man named after metals like gold, silver, bronze and iron to account for successive ages of humanity.[66] Ovid's Metamorphoses contains another retelling of the story, containing an illustration of silver's metaphorical use of signifying the second-best in a series, better than bronze but worse than gold:
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But when good Saturn, banish'd from above,
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Was driv'n to Hell, the world was under Jove.
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Succeeding times a silver age behold,
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Excelling brass, but more excell'd by gold.
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In folklore, silver was commonly thought to have mystic powers: for example, a bullet cast from silver is often supposed in such folklore the only weapon that is effective against a werewolf, witch, or other monsters.[67][68][69] From this the idiom of a silver bullet developed into figuratively referring to any simple solution with very high effectiveness or almost miraculous results, as in the widely discussed software engineering paper No Silver Bullet.[70] Other powers attributed to silver include detection of poison and facilitation of passage into the mythical realm of fairies.[69]
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Silver production has also inspired figurative language. Clear references to cupellation occur throughout the Old Testament of the Bible, such as in Jeremiah's rebuke to Judah: "The bellows are burned, the lead is consumed of the fire; the founder melteth in vain: for the wicked are not plucked away. Reprobate silver shall men call them, because the Lord hath rejected them." (Jeremiah 6:19–20) Jeremiah was also aware of sheet silver, exemplifying the malleability and ductility of the metal: "Silver spread into plates is brought from Tarshish, and gold from Uphaz, the work of the workman, and of the hands of the founder: blue and purple is their clothing: they are all the work of cunning men." (Jeremiah 10:9)[56]
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Silver also has more negative cultural meanings: the idiom thirty pieces of silver, referring to a reward for betrayal, references the bribe Judas Iscariot is said in the New Testament to have taken from Jewish leaders in Jerusalem to turn Jesus of Nazareth over to soldiers of the high priest Caiaphas.[71] Ethically, silver also symbolizes greed and degradation of consciousness; this is the negative aspect, the perverting of its value.[72]
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The abundance of silver in the Earth's crust is 0.08 parts per million, almost exactly the same as that of mercury. It mostly occurs in sulfide ores, especially acanthite and argentite, Ag2S. Argentite deposits sometimes also contain native silver when they occur in reducing environments, and when in contact with salt water they are converted to chlorargyrite (including horn silver), AgCl, which is prevalent in Chile and New South Wales.[73] Most other silver minerals are silver pnictides or chalcogenides; they are generally lustrous semiconductors. Most true silver deposits, as opposed to argentiferous deposits of other metals, came from Tertiary period vulcanism.[74]
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The principal sources of silver are the ores of copper, copper-nickel, lead, and lead-zinc obtained from Peru, Bolivia, Mexico, China, Australia, Chile, Poland and Serbia.[7] Peru, Bolivia and Mexico have been mining silver since 1546, and are still major world producers. Top silver-producing mines are Cannington (Australia), Fresnillo (Mexico), San Cristóbal (Bolivia), Antamina (Peru), Rudna (Poland), and Penasquito (Mexico).[75] Top near-term mine development projects through 2015 are Pascua Lama (Chile), Navidad (Argentina), Jaunicipio (Mexico), Malku Khota (Bolivia),[76] and Hackett River (Canada).[75] In Central Asia, Tajikistan is known to have some of the largest silver deposits in the world.[77]
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Silver is usually found in nature combined with other metals, or in minerals that contain silver compounds, generally in the form of sulfides such as galena (lead sulfide) or cerussite (lead carbonate). So the primary production of silver requires the smelting and then cupellation of argentiferous lead ores, a historically important process.[78] Lead melts at 327 °C, lead oxide at 888 °C and silver melts at 960 °C. To separate the silver, the alloy is melted again at the high temperature of 960 °C to 1000 °C in an oxidizing environment. The lead oxidises to lead monoxide, then known as litharge, which captures the oxygen from the other metals present. The liquid lead oxide is removed or absorbed by capillary action into the hearth linings.[79][80][81]
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Today, silver metal is primarily produced instead as a secondary byproduct of electrolytic refining of copper, lead, and zinc, and by application of the Parkes process on lead bullion from ore that also contains silver.[82] In such processes, silver follows the non-ferrous metal in question through its concentration and smelting, and is later purified out. For example, in copper production, purified copper is electrolytically deposited on the cathode, while the less reactive precious metals such as silver and gold collect under the anode as the so-called "anode slime". This is then separated and purified of base metals by treatment with hot aerated dilute sulfuric acid and heating with lime or silica flux, before the silver is purified to over 99.9% purity via electrolysis in nitrate solution.[73]
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Commercial-grade fine silver is at least 99.9% pure, and purities greater than 99.999% are available. In 2014, Mexico was the top producer of silver (5,000 tonnes or 18.7% of the world's total of 26,800 t), followed by China (4,060 t) and Peru (3,780 t).[82]
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The earliest known coins were minted in the kingdom of Lydia in Asia Minor around 600 BC.[83] The coins of Lydia were made of electrum, which is a naturally occurring alloy of gold and silver, that was available within the territory of Lydia.[83] Since that time, silver standards, in which the standard economic unit of account is a fixed weight of silver, have been widespread throughout the world until the 20th century. Notable silver coins through the centuries include the Greek drachma,[84] the Roman denarius,[85] the Islamic dirham,[86] the karshapana from ancient India and rupee from the time of the Mughal Empire (grouped with copper and gold coins to create a trimetallic standard),[87] and the Spanish dollar.[88][89]
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The ratio between the amount of silver used for coinage and that used for other purposes has fluctuated greatly over time; for example, in wartime, more silver tends to have been used for coinage to finance the war.[90]
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Today, silver bullion has the ISO 4217 currency code XAG, one of only four precious metals to have one (the others being palladium, platinum, and gold).[91] Silver coins are produced from cast rods or ingots, rolled to the correct thickness, heat-treated, and then used to cut blanks from. These blanks are then milled and minted in a coining press; modern coining presses can produce 8000 silver coins per hour.[90]
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Silver prices are normally quoted in troy ounces. One troy ounce is equal to 31.1034768 grams. The London silver fix is published every working day at noon London time.[92] This price is determined by several major international banks and is used by London bullion market members for trading that day. Prices are most commonly shown as the United States dollar (USD), the Pound sterling (GBP), and the Euro (EUR).
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The major use of silver besides coinage throughout most of history was in the manufacture of jewellery and other general-use items, and this continues to be a major use today. Examples include table silver for cutlery, for which silver is highly suited due to its antibacterial properties. Western concert flutes are usually plated with or made out of sterling silver;[94] in fact, most silverware is only silver-plated rather than made out of pure silver; the silver is normally put in place by electroplating. Silver-plated glass (as opposed to metal) is used for mirrors, vacuum flasks, and Christmas tree decorations.[95]
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Because pure silver is very soft, most silver used for these purposes is alloyed with copper, with finenesses of 925/1000, 835/1000, and 800/1000 being common. One drawback is the easy tarnishing of silver in the presence of hydrogen sulfide and its derivatives. Including precious metals such as palladium, platinum, and gold gives resistance to tarnishing but is quite costly; base metals like zinc, cadmium, silicon, and germanium do not totally prevent corrosion and tend to affect the lustre and colour of the alloy. Electrolytically refined pure silver plating is effective at increasing resistance to tarnishing. The usual solutions for restoring the lustre of tarnished silver are dipping baths that reduce the silver sulfide surface to metallic silver, and cleaning off the layer of tarnish with a paste; the latter approach also has the welcome side effect of polishing the silver concurrently.[94] A simple chemical approach to removal of the sulfide tarnish is to bring silver items into contact with aluminium foil whilst immersed in water containing a conducting salt, such as sodium chloride.[citation needed]
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In medicine, silver is incorporated into wound dressings and used as an antibiotic coating in medical devices. Wound dressings containing silver sulfadiazine or silver nanomaterials are used to treat external infections. Silver is also used in some medical applications, such as urinary catheters (where tentative evidence indicates it reduces catheter-related urinary tract infections) and in endotracheal breathing tubes (where evidence suggests it reduces ventilator-associated pneumonia).[96][97] The silver ion is bioactive and in sufficient concentration readily kills bacteria in vitro. Silver ions interfere with enzymes in the bacteria that transport nutrients, form structures, and synthesise cell walls; these ions also bond with the bacteria's genetic material. Silver and silver nanoparticles are used as an antimicrobial in a variety of industrial, healthcare, and domestic application: for example, infusing clothing with nanosilver particles thus allows them to stay odourless for longer.[98][99] Bacteria can, however, develop resistance to the antimicrobial action of silver.[100] Silver compounds are taken up by the body like mercury compounds, but lack the toxicity of the latter. Silver and its alloys are used in cranial surgery to replace bone, and silver–tin–mercury amalgams are used in dentistry.[95] Silver diammine fluoride, the fluoride salt of a coordination complex with the formula [Ag(NH3)2]F, is a topical medicament (drug) used to treat and prevent dental caries (cavities) and relieve dentinal hypersensitivity.[101]
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Silver is very important in electronics for conductors and electrodes on account of its high electrical conductivity even when tarnished. Bulk silver and silver foils were used to make vacuum tubes, and continue to be used today in the manufacture of semiconductor devices, circuits, and their components. For example, silver is used in high quality connectors for RF, VHF, and higher frequencies, particularly in tuned circuits such as cavity filters where conductors cannot be scaled by more than 6%. Printed circuits and RFID antennas are made with silver paints,[7][102] Powdered silver and its alloys are used in paste preparations for conductor layers and electrodes, ceramic capacitors, and other ceramic components.[103]
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Silver-containing brazing alloys are used for brazing metallic materials, mostly cobalt, nickel, and copper-based alloys, tool steels, and precious metals. The basic components are silver and copper, with other elements selected according to the specific application desired: examples include zinc, tin, cadmium, palladium, manganese, and phosphorus. Silver provides increased workability and corrosion resistance during usage.[104]
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Silver is useful in the manufacture of chemical equipment on account of its low chemical reactivity, high thermal conductivity, and being easily workable. Silver crucibles (alloyed with 0.15% nickel to avoid recrystallisation of the metal at red heat) are used for carrying out alkaline fusion. Copper and silver are also used when doing chemistry with fluorine. Equipment made to work at high temperatures is often silver-plated. Silver and its alloys with gold are used as wire or ring seals for oxygen compressors and vacuum equipment.[105]
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Silver metal is a good catalyst for oxidation reactions; in fact it is somewhat too good for most purposes, as finely divided silver tends to result in complete oxidation of organic substances to carbon dioxide and water, and hence coarser-grained silver tends to be used instead. For instance, 15% silver supported on α-Al2O3 or silicates is a catalyst for the oxidation of ethylene to ethylene oxide at 230–270 °C. Dehydrogenation of methanol to formaldehyde is conducted at 600–720 °C over silver gauze or crystals as the catalyst, as is dehydrogenation of isopropanol to acetone. In the gas phase, glycol yields glyoxal and ethanol yields acetaldehyde, while organic amines are dehydrated to nitriles.[105]
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The photosensitivity of the silver halides allowed for their use in traditional photography, although digital photography, which does not use silver, is now dominant. The photosensitive emulsion used in black-and-white photography is a suspension of silver halide crystals in gelatin, possibly mixed in with some noble metal compounds for improved photosensitivity, developing, and tuning. Colour photography requires the addition of special dye components and sensitisers, so that the initial black-and-white silver image couples with a different dye component. The original silver images are bleached off and the silver is then recovered and recycled. Silver nitrate is the starting material in all cases.[106]
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The use of silver nitrate and silver halides in photography has rapidly declined with the advent of digital technology. From the peak global demand for photographic silver in 1999 (267,000,000 troy ounces or 8304.6 metric tonnes) the market contracted almost 70% by 2013.[107]
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|
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Nanosilver particles, between 10 and 100 nanometres in size, are used in many applications. They are used in conductive inks for printed electronics, and have a much lower melting point than larger silver particles of micrometre size. They are also used medicinally in antibacterials and antifungals in much the same way as larger silver particles.[99] In addition, according to the European Union Observatory for Nanomaterials (EUON), silver nanoparticles are used both in pigments, as well as cosmetics.[108][109]
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Pure silver metal is used as a food colouring. It has the E174 designation and is approved in the European Union.[110] Traditional Pakistani and Indian dishes sometimes include decorative silver foil known as vark,[111] and in various other cultures, silver dragée are used to decorate cakes, cookies, and other dessert items.[112]
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Photochromic lenses include silver halides, so that ultraviolet light in natural daylight liberates metallic silver, darkening the lenses. The silver halides are reformed in lower light intensities. Colourless silver chloride films are used in radiation detectors. Zeolite sieves incorporating Ag+ ions are used to desalinate seawater during rescues, using silver ions to precipitate chloride as silver chloride. Silver is also used for its antibacterial properties for water sanitisation, but the application of this is limited by limits on silver consumption. Colloidal silver is similarly used to disinfect closed swimming pools; while it has the advantage of not giving off a smell like hypochlorite treatments do, colloidal silver is not effective enough for more contaminated open swimming pools. Small silver iodide crystals are used in cloud seeding to cause rain.[99]
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Silver compounds have low toxicity compared to those of most other heavy metals, as they are poorly absorbed by the human body when digested, and that which does get absorbed is rapidly converted to insoluble silver compounds or complexed by metallothionein. However, silver fluoride and silver nitrate are caustic and can cause tissue damage, resulting in gastroenteritis, diarrhoea, falling blood pressure, cramps, paralysis, and respiratory arrest. Animals repeatedly dosed with silver salts have been observed to experience anaemia, slowed growth, necrosis of the liver, and fatty degeneration of the liver and kidneys; rats implanted with silver foil or injected with colloidal silver have been observed to develop localised tumours. Parenterally admistered colloidal silver causes acute silver poisoning.[114] Some waterborne species are particularly sensitive to silver salts and those of the other precious metals; in most situations, however, silver does not pose serious environmental hazards.[114]
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In large doses, silver and compounds containing it can be absorbed into the circulatory system and become deposited in various body tissues, leading to argyria, which results in a blue-grayish pigmentation of the skin, eyes, and mucous membranes. Argyria is rare, and so far as is known, does not otherwise harm a person's health, though it is disfiguring and usually permanent. Mild forms of argyria are sometimes mistaken for cyanosis.[114][7]
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Metallic silver, like copper, is an antibacterial agent, which was known to the ancients and first scientifically investigated and named the oligodynamic effect by Carl Nägeli. Silver ions damage the metabolism of bacteria even at such low concentrations as 0.01–0.1 milligrams per litre; metallic silver has a similar effect due to the formation of silver oxide. This effect is lost in the presence of sulfur due to the extreme insolubility of silver sulfide.[114]
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Some silver compounds are very explosive, such as the nitrogen compounds silver azide, silver amide, and silver fulminate, as well as silver acetylide, silver oxalate, and silver(II) oxide. They can explode on heating, force, drying, illumination, or sometimes spontaneously. To avoid the formation of such compounds, ammonia and acetylene should be kept away from silver equipment. Salts of silver with strongly oxidising acids such as silver chlorate and silver nitrate can explode on contact with materials that can be readily oxidised, such as organic compounds, sulfur and soot.[114]
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The Manx cat (/ˈmæŋks/, in earlier times often spelled Manks) is a breed of domestic cat (Felis catus) originating on the Isle of Man, with a naturally occurring mutation that shortens the tail. Many Manx have a small stub of a tail, but Manx cats are best known as being entirely tailless; this is the most distinguishing characteristic of the breed, along with elongated hind legs and a rounded head. Manx cats come in all coat colours and patterns, though all-white specimens are rare, and the coat range of the original stock was more limited. Long-haired variants are sometimes considered a separate breed, the Cymric.
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Manx are prized as skilled hunters, and thus have often been sought by farmers with rodent problems, and been a preferred ship's cat breed. They are said to be social, tame and active. An old local term for the cats on their home island is stubbin. Manx have been exhibited in cat shows since the 1800s, with the first known breed standard published in 1903.
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Tailless cats, then called stubbin (apparently both singular and plural) in colloquial Manx language,[1][2] were known by the early 19th century as cats from the Isle of Man,[3] hence the name, where they remain a substantial but declining percentage of the local cat population. The taillessness arose as a natural mutation on the island,[4] though folklore persists that tailless domestic cats were brought there by sea.[3] They are descended from mainland stock of obscure origin.[5] Like all house cats, including nearby British and Irish populations, they are ultimately descended from the African wildcat (F. silvestris lybica) and not from native European wildcats (F. s. silvestris),[6] of which the island has long been devoid.[7]
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The dominant trait of taillessness arises from a spontaneous mutation, the Manx taillessness gene, that eventually became common on the island because of the limited genetic diversity of island biogeography (an example of the founder effect and, at the sub-specific level, of the species-area curve).[8][9]
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In the Manx language, the modern name of the breed is kayt Manninagh, literally 'cat of Mann' (plural kiyt or kit),[1][2][10][11] or kayt cuttagh lit. 'bob-tailed cat'.[11][12] Kayt, used as both a masculine and feminine noun, is also encountered as cayt,[13] and depending on the exact construction, it may be lenited as chayt or gayt.[14]:138 The diminutive word is pishin or pishyn, 'kitten' (with various plurals).[1] Manx itself was often spelled Manks in English well into the late 1800s.[1][7]
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There are numerous folktales about the Manx cat, all of them of "relatively recent origin";[15]:7 they are focused entirely on the lack of a tail, and are devoid of religious, philosophical, or mythical aspects found in the traditional Irish–Norse folklore of the native Manx culture, and in legends about cats from other parts of the world.[15]:7
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The name of the promontory Spanish Head on the coast of the island is often thought to have arisen from the local tale of a ship of the Spanish Armada foundering in the area, though there is no evidence to suggest this actually occurred.[16] Folklore has further claimed that a tailless cat swam ashore from said shipwreck, and thus brought the trait to the island.[17] However, tailless cats are not commonly known in Spain, even if such a shipwreck were proven.
|
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Regardless of the genetic and historical reality, there are various fanciful Lamarckian folktales that seek to explain why the Manx has a truncated tail. In one of them, the biblical Noah closed the door of the Ark when it began to rain, and accidentally cut off the tail of the Manx cat who had almost been left behind.[18] Over the years a number of cartoons have appeared on postcards from the Isle of Man showing scenes in which a cat's tail is being run over and severed by a variety of means including a motorcycle, a reference to motorcycle racing being popular on the island,[19] and an update of the Noah story. Because the gene is so dominant and "invades" other breeds when crossed (often without owner knowledge) with the Manx, there was a folk belief that simply being in the proximity of a Manx cat could cause other breeds to somehow produce tailless kittens.[20]
|
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Another genetically impossible account claimed that the Manx was the hybrid offspring of a cat and a rabbit, purporting to explain why it has no or little tail, long hind legs and a sometimes hopping gait.[17] The cat-rabbit halfbreed tale has been further reinforced by the more widespread "cabbit" folktale.
|
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Populations of tailless cats also exist in a few other places in Europe, most notably Cornwall,[5] only 250 miles (400 km) from the Isle of Man. A population on the small, isolated Danish peninsula (former island) of Reersø in the Great Belt may be due to the arrival on the island of cats of Manx origin, by ship.[21] Similar cats are also found in Crimea,[5] a near-island peninsula in the Black Sea, though whether they are genetically related to maritime Manx cats or are a coincidentally similar result of insular genetic diversity limitations, like the unrelated Kuril Islands Bobtail, Karelian Bobtail, Japanese Bobtail, and Indonesian Lombok cats, is unknown. The Manx gene may be related to the similarly dominant tail suppression gene of the recent American Bobtail breed, but Manx, Japanese Bobtails and other short-tailed cats are not used in its breeding program, and the mutation seems to have appeared in the breed spontaneously.[22] Possible relation to the Pixie-bob breed, which also ranges from rumpy to fully tailed, is unknown.
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Manx cats have been exhibited in cat shows, as a named, distinct breed (and with the modern spelling "Manx"), since the late 1800s. In that era, few shows provided a Manx division, and exhibited specimens were usually entered under the "Any Other Variety" class, where they often could not compete well unless "exceptionally good in size and markings".[20] Early pet breeding and showing expert Charles Henry Lane, himself the owner of a prize-winning rare white rumpy Manx named Lord Luke, published the first known (albeit informal) breed standard for the Manx in his 1903 Rabbits, Cats and Cavies,[20] but noted that already by the time of his writing "if the judge understood the variety" a Manx would be clearly distinguishable from some other tailless cat being exhibited, "as the make of the animal, its movements and its general character are all distinctive."[20] Not all cat experts of the day were favourable toward the breed; in The Cat: Its Points and Management in Health and Disease, Frank Townend Barton wrote in 1908: "There is nothing whatever to recommend the breed, whilst the loss of the tail in no way enhances its beauty."[5]
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The Manx was one of the first breeds recognised by the Cat Fanciers' Association (CFA) (the predominant United States-based pedigreed cat registry, founded in 1908), which has records on the breed in North America going back to the 1920s.[23]
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Although tail suppression (or tail length variety) is not the sole characteristic feature of the breed,[5] the chief defining one of the Manx cat is its absence of a tail to having a tail of long length, or tail of any length between the two extremes.[24] This is a naturally occurring, cat body-type mutation of the spine, caused by a dominant gene.[25] As with the sometimes-tail-suppressed Schipperke dog and Old English Sheepdog, tail suppression does not "breed true" in Manx cats. Attempting to force the tailless trait to breed true by continually breeding tailless Manx cats to tailless Manx cats has led to increased negative, even fatal genetic disorders (see below). Tail length is random throughout a litter of kittens.[26] Manx to non-Manx breeding will usually produce some Manx-type tail varieties in kittens.[20] Whether the shorter tailed kittens of these varieties are labeled Manx is up to the breed standard consulted. Manx cats' tails are classified according to proportional tail length as kittens (the proportion does not change after birth):
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Since the early days of breed recognition in the late 19th century,[20] Manx show cats have been rumpy through stumpy specimens, with stubby and longy Manx not qualifying to be shown except in the "Any Other Variety" or household pet class.[24] Kittens with complete tails may be born in a purebred Manx litter, having not inherited the taillessness appearance at all. Depending on the country and cat organization referenced, rumpy, rumpy risers and stumpies are the only Manx cat tail types that fit the breed standard for Manx cats. The longer cat tail lengths seen in some Manx cats are considered a breed fault, although they occur as naturally in the breed, but not as often, as the shorter tails. Although these longer tail types are of purebred Manx ancestry, they do not possess the dominant gene so cannot pass it on. However, since the Manx tail mutation gene is dominant, these longer-tailed purebred Manx cats may still be used in breeding programs and may even be considered in an effort to help avoid the fatal spinal deformities that sometimes result in tailless Manx cats.
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The Manx breed is genetically distinct from the Japanese Bobtail breed, another naturally occurring insular breed. The Japanese Bobtail always has at least some tail, ranging from a small "pom" to a stubby but distinct tail, which is kinked or curled and usually has a slightly bulbous and fluffy appearance; by contrast, the Manx has a straight tail when one is present at all. The Japanese Bobtail has a markedly different appearance from the Manx, and is characterized by almond-shaped eyes, a triangular face, long ears, and lean body, like many other Asian breeds. The gene responsible for the bobbed or kinked tail in that breed is recessive and unrelated to the dominant Manx tail-suppression gene; the bobtail gene is not connected to any serious deformities, while the tail-suppression gene can, under certain conditions, give rise to a pattern of sometimes lethal health problems. The Pixie-bob breed also has a short tail, and may be genetically related to the Manx. More will be clear about tail genetics as more genetic studies are done on cat populations and as DNA testing improves; most domestic animal genetic work has been done with dogs and livestock breeds.
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Manx (and other tail-suppressed breeds) do not exhibit problems with balance;[31] balance is controlled primarily by the inner ear. In cats, dogs and other large-bodied mammals, balance involves but is not dependent upon the tail (contrast with rats, for whom the tail is a quite significant portion of their body mass).
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Since Manx kittens are naturally born with any tail length, from none to long, it was formerly common to surgically dock the longer tails a few days after birth. Although illegal in many jurisdictions (including much of Europe), the practice was formerly recommended, although with the caveat that the commonness of the practice meant that many spurious Manx cats – i.e., random British cats – were altered to resemble the Manx, to defraud unwary buyers.[5]
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Manx are medium-sized cats,[20] broad-chested with sloping shoulders and flat sides,[20] and in show condition are firmly muscular and lean,[20] neither bulky nor fatty.[20] Lane reported the original, native, naturally occurring pure breed as ranging typically from ten to twelve pounds for males and eight to ten pounds for females, with many smaller examples but only rare ones larger.[20] The hind legs of Manx are notably longer than the fore legs,[5][20] causing the rump to be higher than the shoulder and creating a continuous arch from shoulders to rump giving the cat an overall rounded or humped appearance,[24] though the breed is comparatively long[20] when stretched out. The fore legs are strong and straight.[20] The shape is often described as rabbit-like.[5][17]
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Manx cats' heads are rounded in shape,[20] and medium in depth[20] with a long neck.[20] The face is often expressive,[citation needed] with a small nose.[citation needed] The upright, round-tipped and front-facing ears[20] are largish.[20] The eyes are large,[20] rounded[20] and prominent,[20] with their outer corners higher than the inner ones.[24] Absent any bloodlines with a dominant alternative eye color (such as blue in Siamese or related ancestry), Manx often have some hue variant of gold eyes,[24] and for show purposes follow the eye colour standards of the same coat colour/pattern in non-Manx short-hairs.[20]
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Manx cats exhibit two coat lengths. Short- or long-haired, all Manx have a thick, double-layered coat. The colour and pattern ranges exhibited should conform to the standards for that type of coat in non-Manx.[20]
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The more common short-haired Manx – the original breed – has a coat with a dense, soft, under layer and a longer, coarse outer layer with guard hairs.[24] The overall appearance of the coat is fine, short and lying close to the skin,[20] versus fluffy or voluminous.
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The long-haired Manx, known to some cat registries as the Cymric, has a silky-textured double coat of medium length, with "breeches" (i.e. a distinct jump in fur length at the hocks giving the appearance of old-fashioned, baggy, knee-length pants[32] ) belly ruff and neck ruff, tufts of fur between the toes and full "ear furnishings" (hairs in ears).[24] The CFA considers the Cymric to be a variety of Manx and judges it in the short-hair division even though it is long-haired,[24] while The International Cat Association (TICA) judges it in the long-hair division as a distinct Cymric breed.[33] The long-haired variety is of comparatively recent development. Lane wrote in 1903 that the Manx "to the best of my knowledge, information and belief, does not include any long-haired specimens", in his detailed chapter on the breed.[20]
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Regardless of coat length, the colours and coat patterns occurring in the breed today run the gamut of virtually all breeds due to extensive cross-breeding, though not all registries may accept all coats as qualifying for breeding or show. The most common coats are tabby, tortoiseshell, calico and solid colours.[citation needed] Widely divergent Manx specimens, including even a colour-point, blue-eyed, long-haired variant of evident Himalayan ancestry, have been celebrated on Isle of Man postage stamps since the 1980s, and recent publications often show marbled and spotted varieties. The original insular stock, however, were of less widespread variation. Lane, having "seen a great many of them" wrote of Manx cats that "[i]t is curious that the colours in this variety seem somewhat limited" and that the breed "does not comprise all the colours usually associated with other short-haired varieties".[20] He reported only very common orange, common orange and white, common cream tabby, uncommon tortoiseshell, and very rare all-white specimens in 1903.[20] Calico and point-coloured are notably absent from this list, as are even today's common colourful tabbies. However, writing in England only five years later, Barton suggested that "the Manx may be of any colour, but probably orange is the most frequently met with."[5]
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Specific registries have particular, and differing, standards of points with regard to coloration and patterning. For example, the Governing Council of the Cat Fancy (GCCF) classifies the Manx as a variant of the British Shorthair (BSH),[34] and thus requires that Manx cats to have one of the coat patterns that would be permissible in the BSH rather than any that is exclusive to a "foreign" type (e.g. point colouration). New Zealand Cat Fancy (NZCF) does likewise for colour and markings, but requires a double-coat and other Manx-specific features that GCCF does not.[35] Some other registries are even more restrictive, while others are more liberal.
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Four new, consistent varieties have been developed from the Manx (the original version of which is now sometimes consequently called the Shorthair Manx). These are the Cymric (Longhair Manx), the Isle of Man Shorthair and Isle of Man Longhair, and the Tasman Manx, though only the Cymric has garnered widespread acceptance in breed registries as of 2014[update].
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The Cymric or Manx Longhair is a tailless or partially tailed cat of Manx stock, with semi-long to long hair, e.g. as the result of cross-breeding with Himalayan, Persian and other longer-haired breeds early in its development. While its name refers to Wales (Cymru), the breed was actually developed in Canada, which has honoured the breed with a commemorative 50-cent coin in 1999.
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Simply covering it in their Manx breed standards, the US-based Cat Fanciers' Association (CFA),[36] the Co-ordinating Cat Council of Australia (CCCA),[37] and the UK's Governing Council of the Cat Fancy (GCCF)[38] recognise the variety as a longer-haired Manx rather than "Cymric" (the CFA[36] and CCCA[37] call it the Manx Longhair, while GCCF uses the term Semi-longhair Manx Variant[38]). The majority of cat registries have explicit Cymric standards (published separately or along with Manx). Of the major registries, only the Feline Federation Europe (FFE) does not recognise the breed or sub-breed at all, under any name, as of 2014[update] (their Manx standard was last update 17 May 2004).
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Resembling the British Shorthair, the Isle of Man Shorthair is essentially a fully tailed Manx cat. That is, it is a cat of Manx stock, with Manx features, but without any expression of the Manx taillessness gene. As of March 2013[update], it is only recognised by New Zealand Cat Fancy (NZCF) with its own breed standard. Any coat colour and pattern acceptable in the British Shorthair is permissible in the IoM Shorthair (the same restriction is applied to the Manx in the NZCF standard), and it requires the double coat of the Manx.[39] In other international registries (e.g. GCCF, who also treat Manx as a British Shorthair variant[34]), such cats are designated "Tailed Manx" and only recognised as Manx breeding stock (they are important as such, since breeding two tailless Manx together results in birth defects), and cannot be show cats.[38]
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Essentially a fully tailed Cymric cat, i.e., a cat of Cymric (and thus Manx) stock, the Isle of Man Longhair has Cymric features, but without expression of the Manx taillessness gene. As of March 2013[update], it is only recognised as a separate breed by NZCF with a breed standard. Coat colours are limited to those acceptable in the British Shorthair, and requires the doubled and thick, long coat of the Cymric.[40]
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Named after Tasman Sea between Australia and New Zealand, the Tasman Manx is a tailless or partially tailed Manx cat with a curly-haired coat not unlike that of a Selkirk Rex, due a recessive mutation which arose in Manx litters in both Australia and New Zealand. As of March 2013[update], the breed is only recognised by the NZCF[41] and the Catz Inc. registry[42]:222–227 (also of New Zealand) with breed standards. The coat may be short or semi-long.
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The type arose possibly without existing rex mutation bloodlines (and none of the rex breeds are permitted as out-cross partners with Tasman Manx in Catz breeding guidelines).[42] Depending on length of tail (if any) and coat, kittens may sometimes be termed "Tasman Cymric", "Tasman Isle of Man Shorthair" or "Tasman Isle of Man Longhair", but these are not considered separate breeds. The term "Tasman Rex" has been applied to cats with this gene that do not fall into one of the previously mentioned labels[43] (lacking the Manx face and body shape to qualify), though relation if any to extant Rex mutation breeds is unclear. All of these additional terms beyond "Tasman Manx" appear to be "recognised", even promulgated by NZCF[43] but without breed standards, and even the permissive Catz registry does not include them as of July 2014[update].[42]
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The Manx taillessness gene is dominant and highly penetrant; kittens from two Manx parents are generally born without any tail. Being homozygous for (having two copies of) the gene is usually lethal in utero, resulting in miscarriage.[8][9] Thus, tailless cats can carry only one copy of the gene. Because of the danger of having two copies of the taillessness gene, breeders avoid breeding two entirely tailless Manx cats together.[44] Because neither parent carries the tailless allele, a fully tailed Manx bred to another fully tailed Manx results in all fully tailed kittens.
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Some partial tails are prone to a form of arthritis that causes the cat severe pain,[18] and in rare cases Manx-bred kittens are born with kinked short tails because of incomplete growth of the tail during development. Stumpy to long tails are sometimes docked at birth as a preventative measure.
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"Manx syndrome" or "Manxness" is a colloquial name given to the condition which results when the tailless gene shortens the spine too much. It can seriously damage the spinal cord and the nerves, causing a form of spina bifida, as well as problems with the bowels, bladder, and digestion. Very small bladders are indicative of the disease, and it is often difficult to diagnose. Death can occur quite suddenly, and some live for only 3–4 years; the oldest recorded was 5 years when affected with the disease. In one report, it was shown to affect about 30% of Manx cats studied, but nearly all of those cases were rumpies, which exhibit the most extreme phenotype.[9] Such problems can be avoided by breeding rumpy Manx cats with stumpy specimens, and this breeding practice is responsible for a decline in spinal problems among modern, professionally bred Manx cats today.[45] Most pedigreed cats are not placed until four months of age (to make sure that they are properly socialised) and this usually also gives adequate time for any such health problems to be identified.[45] Feline expert Roger Tabor has stated: "Only the fact that the Manx is a historic breed stops us being as critical of this dangerous gene as of other more recent selected abnormalities."[46]
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The breed is also predisposed to rump fold intertrigo, and to corneal dystrophy.[47]
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Some tailless cats such as the Manx cats may develop megacolon, which is a recurring condition causing constipation that can be life-threatening to the cat if not properly monitored. It is a condition in which, due to absence of a tail, the smooth muscle that normally contracts to push stools toward the rectum loses its ability to do so.[citation needed][48]
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Following on updated genetic research, both the Australian Cat Federation and (less stringently) the GCCF impose special breeding restrictions on Manx cats (and derived stock like the Cymric), for animal welfare reasons.[49]
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To better understand the genetics of the breed, the Manx Cat Genome Project (MCGP) was launched in August 2015, as a crowdfunded volunteer project by computational biologist Rachel Glover of Douglas, Isle of Man,[50] to perform the first whole genome sequencing of the Manx cat, uncovering the genetic mutations that make the Manx distinct from other cat populations, and to contribute data to the genome databases at the 99 Lives Cat Genome Sequencing Project of the University of Missouri,[51][52][53] and the US National Center for Biotechnology Information (NCBI).[54][55] It is the Isle of Man's first gene sequencing programme,[52][54] with samples collected and data analysed by MCGP in the Isle of Man, with the input of scientists around the world,[50] initial sequencing work being performed by the firm Edinburgh Genomics[56] and the University of Edinburgh in Scotland[57] and by 99 Lives, and server resources donated by Isle of Man biomedical information technology company ServiceTech.[51]
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The project aims to answer four questions:[53]
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One desired result of this research is the development of tests that can be used to keep the breed healthy by identifying cats which should not be bred.[58] A minimum of three cats' genes will needs to be sequenced to obtain the required genetic data.[57]
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After the initial fundraising goal was reached in December 2015,[59] the first cat sequenced was a purebred Manx calico rumpy named Bonnag, selected because the registry of this dam (breeding female) and her kittens in the British Governing Council of the Cat Fancy (GCCF) aids controlled study of a specific bloodline.[56] Bonnag's samples were sent for sequencing in April 2016,[56] with raw gene sequence results received by MCGP in August 2016; the laborious process of genome assembly has begun, to be followed by comparison with previously collected cat genomic data from 99 Lives, and eventual peer-reviewed publication of the results in a scientific journal.[60] Fundraising for the second genome to be sequenced by the project began September 2016; costs dropped to UK£1,400 per cat in November 2015,[61] and as of April 2016 dropped to about £1,200,[57][62] using the Illumina HiSeq X Ten sequencer,[61] down from original projections of £10,000[51] before the X Ten was available for non-human sequencing. The dramatic drop in costs allowed the first cat's sequencing to be done well ahead of the original schedule.[57] MCGP has already identified the location of the mutation responsible for suppression of Bonnag's tail, the deletion of a single bit of genetic data among 2.8 billion making up the genome.[57]
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The selected second sample is from a kitten that had to be euthanised for Manx syndrome, and it is hoped that this new sequence can identify the genetic specifics of the condition and why it only affects some offspring.[63][64]
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As with all cat breeds, the cat fancy has arrived through observation at a variety of widely held generalisations about the Manx breed as a whole. The Manx is considered a social and gregarious cat, and very attached to humans, but also shy of strangers. The breed is said to be highly intelligent, playful, and in its behaviour reminiscent of dogs. For example, like some Maine Coons and a few other breeds, Manx cats often learn to fetch small thrown objects. They may also follow their owners about like puppies, and are believed to be better able to learn simple verbal commands than most cats.[citation needed]
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Many of these views of the breed are not known to have a very long history. Lane's early and experienced account of the temperament of this "variety, which is quaint and interesting" is simply that they were "docile, good-tempered and sociable", and that a prize specimen should be "an alert, active animal of much power and energetic character."[20]
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Manx are prized as hunters, known to take down larger prey (e.g. adult rats) even when they are young, and were thus long in demand[citation needed] for working roles like farm cat (Manx: lughder or lugher 'mouser', from lugh 'mouse')[14]:507 and ship's cat (screeberagh or screeberey[14]:138 loosely 'scratcher, scratchy-one', from screebagh or screebey 'scratching, scratchy, scraping').[14]:662–3
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Although all cats, including the great cats, may use both rear legs simultaneously to propel the body forward especially when moving quickly, Manx cats are often said to move with more of a rabbit-like hop than a stride, even when not running.[citation needed]
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The Isle of Man uses the Manx cat as one of the symbols of the island nation and its unique culture. On Isle of Man currency, Manx cats are the subject of the reverse of four special commemorative crown coins. The first two, issued in 1970 and 1975, are stand-alone releases in both copper-nickel and silver proofs, while the third, in 1988, inaugurated an ongoing series of annual cat coin issues that have also been produced in gold in various sizes; an almost-hidden Manx cat appears in the background on each of the 1989-onward releases featuring other breeds.[65] A Manx, with a kitten, was the featured cat again in 2012.
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A Manx cat, in stylized Celtic knotwork art, also appears on the island's 1980–83 penny. The breed figures on numerous Isle of Man postage stamps, including a 2011 series of six that reproduce the art from Victorian era Manx cat postcards,[66][67] a 1996 one-stamp decorative sheetlet, one stamp in a 1994 tourism 10-stamp booklet, a 1996 five-stamp series of Manx cats around the world, and a 1989 set of the breed in various coat patterns, plus two high-value definitives of 1983 and 1989. The cat appears prominently as the subject of a large number of tourist goods and Manx pride items available on the island and over the Internet, serving (along with the triskelion and the four-horned Manx Loaghtan sheep) as an emblem of the Isle of Man.
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The Norton Manx motorcycle line (1947–1962, Norton Motors Ltd.), though ostensibly named after the Isle of Man TT road race (which the brand dominated for decades, until the 1970s), was long promoted with Manx cat badges, in the forms of both enameled metal pins and sew-on patches. The Manx Norton has experienced a major revival among modern enthusiasts of classic motorcycle racing.
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The Meyers Manx (1964–1971, B. F. Meyers & Co.) is the original, much-copied Volkswagen Beetle-based dune buggy, and broke desert racing records shortly after its introduction. It was named after the cat, due to its design – short-bodied, tall-wheeled, and manoeuvrable. The original designer has revived and updated it as the "Manxter" (2000–present, Meyers Manx, Inc.).
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A popular flying model aircraft of the late 1950s was the Manx Cat, sold in kit form as the Manx Cat V, and in printed plan form as the Manx Cat I through IV, with progressively larger wings. Designed by Bob Buragas, the hand-launched biplane model is constructed of balsa wood, features a very short tail (thus the name), has a 32.5 inch wingspan (in versions IV and V), can accommodate .19 to .35 engine sizes, and can be modified with a Dumas Spectrum "combat" wing. It was profiled in hobbyist magazines, like the February 1957 Flying Models (which details the history of the different models, including a miniature Manx Kitten version), and the October 1958 American Modeler.
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A Grimjack comic book story, The Manx Cat, was serialised as a Comicmix.com webcomic in January 2011, and has since seen print as a six-issue miniseries by IDW Comics. The story involves "The Manx Cat", a statuette of such a cat that at first seems to be a simple MacGuffin like the classic Maltese Falcon of the novel and films of that name, but which begins showing malevolent powers. The plot thickens with time travel, reincarnation, and Cthulhu Mythos-style "elder gods". Like most modern comics, it features digitally-colored art, over hand-drawn pencil work.
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In popular music, Florrie Forde released a 1930 recording of a Dan Leno Jr comedic music hall song, "What Happened to the Manx Cat's Tail?", as the B-side of "Stein! Stein! Ev'rywhere We Go", on an 8-inch, 78 RPM gramophone record (serial number 1430 on the Edison Bell Radio label).[70]
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The Manx cat (/ˈmæŋks/, in earlier times often spelled Manks) is a breed of domestic cat (Felis catus) originating on the Isle of Man, with a naturally occurring mutation that shortens the tail. Many Manx have a small stub of a tail, but Manx cats are best known as being entirely tailless; this is the most distinguishing characteristic of the breed, along with elongated hind legs and a rounded head. Manx cats come in all coat colours and patterns, though all-white specimens are rare, and the coat range of the original stock was more limited. Long-haired variants are sometimes considered a separate breed, the Cymric.
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Manx are prized as skilled hunters, and thus have often been sought by farmers with rodent problems, and been a preferred ship's cat breed. They are said to be social, tame and active. An old local term for the cats on their home island is stubbin. Manx have been exhibited in cat shows since the 1800s, with the first known breed standard published in 1903.
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Tailless cats, then called stubbin (apparently both singular and plural) in colloquial Manx language,[1][2] were known by the early 19th century as cats from the Isle of Man,[3] hence the name, where they remain a substantial but declining percentage of the local cat population. The taillessness arose as a natural mutation on the island,[4] though folklore persists that tailless domestic cats were brought there by sea.[3] They are descended from mainland stock of obscure origin.[5] Like all house cats, including nearby British and Irish populations, they are ultimately descended from the African wildcat (F. silvestris lybica) and not from native European wildcats (F. s. silvestris),[6] of which the island has long been devoid.[7]
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The dominant trait of taillessness arises from a spontaneous mutation, the Manx taillessness gene, that eventually became common on the island because of the limited genetic diversity of island biogeography (an example of the founder effect and, at the sub-specific level, of the species-area curve).[8][9]
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In the Manx language, the modern name of the breed is kayt Manninagh, literally 'cat of Mann' (plural kiyt or kit),[1][2][10][11] or kayt cuttagh lit. 'bob-tailed cat'.[11][12] Kayt, used as both a masculine and feminine noun, is also encountered as cayt,[13] and depending on the exact construction, it may be lenited as chayt or gayt.[14]:138 The diminutive word is pishin or pishyn, 'kitten' (with various plurals).[1] Manx itself was often spelled Manks in English well into the late 1800s.[1][7]
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There are numerous folktales about the Manx cat, all of them of "relatively recent origin";[15]:7 they are focused entirely on the lack of a tail, and are devoid of religious, philosophical, or mythical aspects found in the traditional Irish–Norse folklore of the native Manx culture, and in legends about cats from other parts of the world.[15]:7
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The name of the promontory Spanish Head on the coast of the island is often thought to have arisen from the local tale of a ship of the Spanish Armada foundering in the area, though there is no evidence to suggest this actually occurred.[16] Folklore has further claimed that a tailless cat swam ashore from said shipwreck, and thus brought the trait to the island.[17] However, tailless cats are not commonly known in Spain, even if such a shipwreck were proven.
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Regardless of the genetic and historical reality, there are various fanciful Lamarckian folktales that seek to explain why the Manx has a truncated tail. In one of them, the biblical Noah closed the door of the Ark when it began to rain, and accidentally cut off the tail of the Manx cat who had almost been left behind.[18] Over the years a number of cartoons have appeared on postcards from the Isle of Man showing scenes in which a cat's tail is being run over and severed by a variety of means including a motorcycle, a reference to motorcycle racing being popular on the island,[19] and an update of the Noah story. Because the gene is so dominant and "invades" other breeds when crossed (often without owner knowledge) with the Manx, there was a folk belief that simply being in the proximity of a Manx cat could cause other breeds to somehow produce tailless kittens.[20]
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Another genetically impossible account claimed that the Manx was the hybrid offspring of a cat and a rabbit, purporting to explain why it has no or little tail, long hind legs and a sometimes hopping gait.[17] The cat-rabbit halfbreed tale has been further reinforced by the more widespread "cabbit" folktale.
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Populations of tailless cats also exist in a few other places in Europe, most notably Cornwall,[5] only 250 miles (400 km) from the Isle of Man. A population on the small, isolated Danish peninsula (former island) of Reersø in the Great Belt may be due to the arrival on the island of cats of Manx origin, by ship.[21] Similar cats are also found in Crimea,[5] a near-island peninsula in the Black Sea, though whether they are genetically related to maritime Manx cats or are a coincidentally similar result of insular genetic diversity limitations, like the unrelated Kuril Islands Bobtail, Karelian Bobtail, Japanese Bobtail, and Indonesian Lombok cats, is unknown. The Manx gene may be related to the similarly dominant tail suppression gene of the recent American Bobtail breed, but Manx, Japanese Bobtails and other short-tailed cats are not used in its breeding program, and the mutation seems to have appeared in the breed spontaneously.[22] Possible relation to the Pixie-bob breed, which also ranges from rumpy to fully tailed, is unknown.
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Manx cats have been exhibited in cat shows, as a named, distinct breed (and with the modern spelling "Manx"), since the late 1800s. In that era, few shows provided a Manx division, and exhibited specimens were usually entered under the "Any Other Variety" class, where they often could not compete well unless "exceptionally good in size and markings".[20] Early pet breeding and showing expert Charles Henry Lane, himself the owner of a prize-winning rare white rumpy Manx named Lord Luke, published the first known (albeit informal) breed standard for the Manx in his 1903 Rabbits, Cats and Cavies,[20] but noted that already by the time of his writing "if the judge understood the variety" a Manx would be clearly distinguishable from some other tailless cat being exhibited, "as the make of the animal, its movements and its general character are all distinctive."[20] Not all cat experts of the day were favourable toward the breed; in The Cat: Its Points and Management in Health and Disease, Frank Townend Barton wrote in 1908: "There is nothing whatever to recommend the breed, whilst the loss of the tail in no way enhances its beauty."[5]
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The Manx was one of the first breeds recognised by the Cat Fanciers' Association (CFA) (the predominant United States-based pedigreed cat registry, founded in 1908), which has records on the breed in North America going back to the 1920s.[23]
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Although tail suppression (or tail length variety) is not the sole characteristic feature of the breed,[5] the chief defining one of the Manx cat is its absence of a tail to having a tail of long length, or tail of any length between the two extremes.[24] This is a naturally occurring, cat body-type mutation of the spine, caused by a dominant gene.[25] As with the sometimes-tail-suppressed Schipperke dog and Old English Sheepdog, tail suppression does not "breed true" in Manx cats. Attempting to force the tailless trait to breed true by continually breeding tailless Manx cats to tailless Manx cats has led to increased negative, even fatal genetic disorders (see below). Tail length is random throughout a litter of kittens.[26] Manx to non-Manx breeding will usually produce some Manx-type tail varieties in kittens.[20] Whether the shorter tailed kittens of these varieties are labeled Manx is up to the breed standard consulted. Manx cats' tails are classified according to proportional tail length as kittens (the proportion does not change after birth):
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Since the early days of breed recognition in the late 19th century,[20] Manx show cats have been rumpy through stumpy specimens, with stubby and longy Manx not qualifying to be shown except in the "Any Other Variety" or household pet class.[24] Kittens with complete tails may be born in a purebred Manx litter, having not inherited the taillessness appearance at all. Depending on the country and cat organization referenced, rumpy, rumpy risers and stumpies are the only Manx cat tail types that fit the breed standard for Manx cats. The longer cat tail lengths seen in some Manx cats are considered a breed fault, although they occur as naturally in the breed, but not as often, as the shorter tails. Although these longer tail types are of purebred Manx ancestry, they do not possess the dominant gene so cannot pass it on. However, since the Manx tail mutation gene is dominant, these longer-tailed purebred Manx cats may still be used in breeding programs and may even be considered in an effort to help avoid the fatal spinal deformities that sometimes result in tailless Manx cats.
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The Manx breed is genetically distinct from the Japanese Bobtail breed, another naturally occurring insular breed. The Japanese Bobtail always has at least some tail, ranging from a small "pom" to a stubby but distinct tail, which is kinked or curled and usually has a slightly bulbous and fluffy appearance; by contrast, the Manx has a straight tail when one is present at all. The Japanese Bobtail has a markedly different appearance from the Manx, and is characterized by almond-shaped eyes, a triangular face, long ears, and lean body, like many other Asian breeds. The gene responsible for the bobbed or kinked tail in that breed is recessive and unrelated to the dominant Manx tail-suppression gene; the bobtail gene is not connected to any serious deformities, while the tail-suppression gene can, under certain conditions, give rise to a pattern of sometimes lethal health problems. The Pixie-bob breed also has a short tail, and may be genetically related to the Manx. More will be clear about tail genetics as more genetic studies are done on cat populations and as DNA testing improves; most domestic animal genetic work has been done with dogs and livestock breeds.
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Manx (and other tail-suppressed breeds) do not exhibit problems with balance;[31] balance is controlled primarily by the inner ear. In cats, dogs and other large-bodied mammals, balance involves but is not dependent upon the tail (contrast with rats, for whom the tail is a quite significant portion of their body mass).
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Since Manx kittens are naturally born with any tail length, from none to long, it was formerly common to surgically dock the longer tails a few days after birth. Although illegal in many jurisdictions (including much of Europe), the practice was formerly recommended, although with the caveat that the commonness of the practice meant that many spurious Manx cats – i.e., random British cats – were altered to resemble the Manx, to defraud unwary buyers.[5]
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Manx are medium-sized cats,[20] broad-chested with sloping shoulders and flat sides,[20] and in show condition are firmly muscular and lean,[20] neither bulky nor fatty.[20] Lane reported the original, native, naturally occurring pure breed as ranging typically from ten to twelve pounds for males and eight to ten pounds for females, with many smaller examples but only rare ones larger.[20] The hind legs of Manx are notably longer than the fore legs,[5][20] causing the rump to be higher than the shoulder and creating a continuous arch from shoulders to rump giving the cat an overall rounded or humped appearance,[24] though the breed is comparatively long[20] when stretched out. The fore legs are strong and straight.[20] The shape is often described as rabbit-like.[5][17]
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Manx cats' heads are rounded in shape,[20] and medium in depth[20] with a long neck.[20] The face is often expressive,[citation needed] with a small nose.[citation needed] The upright, round-tipped and front-facing ears[20] are largish.[20] The eyes are large,[20] rounded[20] and prominent,[20] with their outer corners higher than the inner ones.[24] Absent any bloodlines with a dominant alternative eye color (such as blue in Siamese or related ancestry), Manx often have some hue variant of gold eyes,[24] and for show purposes follow the eye colour standards of the same coat colour/pattern in non-Manx short-hairs.[20]
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Manx cats exhibit two coat lengths. Short- or long-haired, all Manx have a thick, double-layered coat. The colour and pattern ranges exhibited should conform to the standards for that type of coat in non-Manx.[20]
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The more common short-haired Manx – the original breed – has a coat with a dense, soft, under layer and a longer, coarse outer layer with guard hairs.[24] The overall appearance of the coat is fine, short and lying close to the skin,[20] versus fluffy or voluminous.
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The long-haired Manx, known to some cat registries as the Cymric, has a silky-textured double coat of medium length, with "breeches" (i.e. a distinct jump in fur length at the hocks giving the appearance of old-fashioned, baggy, knee-length pants[32] ) belly ruff and neck ruff, tufts of fur between the toes and full "ear furnishings" (hairs in ears).[24] The CFA considers the Cymric to be a variety of Manx and judges it in the short-hair division even though it is long-haired,[24] while The International Cat Association (TICA) judges it in the long-hair division as a distinct Cymric breed.[33] The long-haired variety is of comparatively recent development. Lane wrote in 1903 that the Manx "to the best of my knowledge, information and belief, does not include any long-haired specimens", in his detailed chapter on the breed.[20]
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Regardless of coat length, the colours and coat patterns occurring in the breed today run the gamut of virtually all breeds due to extensive cross-breeding, though not all registries may accept all coats as qualifying for breeding or show. The most common coats are tabby, tortoiseshell, calico and solid colours.[citation needed] Widely divergent Manx specimens, including even a colour-point, blue-eyed, long-haired variant of evident Himalayan ancestry, have been celebrated on Isle of Man postage stamps since the 1980s, and recent publications often show marbled and spotted varieties. The original insular stock, however, were of less widespread variation. Lane, having "seen a great many of them" wrote of Manx cats that "[i]t is curious that the colours in this variety seem somewhat limited" and that the breed "does not comprise all the colours usually associated with other short-haired varieties".[20] He reported only very common orange, common orange and white, common cream tabby, uncommon tortoiseshell, and very rare all-white specimens in 1903.[20] Calico and point-coloured are notably absent from this list, as are even today's common colourful tabbies. However, writing in England only five years later, Barton suggested that "the Manx may be of any colour, but probably orange is the most frequently met with."[5]
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Specific registries have particular, and differing, standards of points with regard to coloration and patterning. For example, the Governing Council of the Cat Fancy (GCCF) classifies the Manx as a variant of the British Shorthair (BSH),[34] and thus requires that Manx cats to have one of the coat patterns that would be permissible in the BSH rather than any that is exclusive to a "foreign" type (e.g. point colouration). New Zealand Cat Fancy (NZCF) does likewise for colour and markings, but requires a double-coat and other Manx-specific features that GCCF does not.[35] Some other registries are even more restrictive, while others are more liberal.
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Four new, consistent varieties have been developed from the Manx (the original version of which is now sometimes consequently called the Shorthair Manx). These are the Cymric (Longhair Manx), the Isle of Man Shorthair and Isle of Man Longhair, and the Tasman Manx, though only the Cymric has garnered widespread acceptance in breed registries as of 2014[update].
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The Cymric or Manx Longhair is a tailless or partially tailed cat of Manx stock, with semi-long to long hair, e.g. as the result of cross-breeding with Himalayan, Persian and other longer-haired breeds early in its development. While its name refers to Wales (Cymru), the breed was actually developed in Canada, which has honoured the breed with a commemorative 50-cent coin in 1999.
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Simply covering it in their Manx breed standards, the US-based Cat Fanciers' Association (CFA),[36] the Co-ordinating Cat Council of Australia (CCCA),[37] and the UK's Governing Council of the Cat Fancy (GCCF)[38] recognise the variety as a longer-haired Manx rather than "Cymric" (the CFA[36] and CCCA[37] call it the Manx Longhair, while GCCF uses the term Semi-longhair Manx Variant[38]). The majority of cat registries have explicit Cymric standards (published separately or along with Manx). Of the major registries, only the Feline Federation Europe (FFE) does not recognise the breed or sub-breed at all, under any name, as of 2014[update] (their Manx standard was last update 17 May 2004).
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Resembling the British Shorthair, the Isle of Man Shorthair is essentially a fully tailed Manx cat. That is, it is a cat of Manx stock, with Manx features, but without any expression of the Manx taillessness gene. As of March 2013[update], it is only recognised by New Zealand Cat Fancy (NZCF) with its own breed standard. Any coat colour and pattern acceptable in the British Shorthair is permissible in the IoM Shorthair (the same restriction is applied to the Manx in the NZCF standard), and it requires the double coat of the Manx.[39] In other international registries (e.g. GCCF, who also treat Manx as a British Shorthair variant[34]), such cats are designated "Tailed Manx" and only recognised as Manx breeding stock (they are important as such, since breeding two tailless Manx together results in birth defects), and cannot be show cats.[38]
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Essentially a fully tailed Cymric cat, i.e., a cat of Cymric (and thus Manx) stock, the Isle of Man Longhair has Cymric features, but without expression of the Manx taillessness gene. As of March 2013[update], it is only recognised as a separate breed by NZCF with a breed standard. Coat colours are limited to those acceptable in the British Shorthair, and requires the doubled and thick, long coat of the Cymric.[40]
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Named after Tasman Sea between Australia and New Zealand, the Tasman Manx is a tailless or partially tailed Manx cat with a curly-haired coat not unlike that of a Selkirk Rex, due a recessive mutation which arose in Manx litters in both Australia and New Zealand. As of March 2013[update], the breed is only recognised by the NZCF[41] and the Catz Inc. registry[42]:222–227 (also of New Zealand) with breed standards. The coat may be short or semi-long.
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The type arose possibly without existing rex mutation bloodlines (and none of the rex breeds are permitted as out-cross partners with Tasman Manx in Catz breeding guidelines).[42] Depending on length of tail (if any) and coat, kittens may sometimes be termed "Tasman Cymric", "Tasman Isle of Man Shorthair" or "Tasman Isle of Man Longhair", but these are not considered separate breeds. The term "Tasman Rex" has been applied to cats with this gene that do not fall into one of the previously mentioned labels[43] (lacking the Manx face and body shape to qualify), though relation if any to extant Rex mutation breeds is unclear. All of these additional terms beyond "Tasman Manx" appear to be "recognised", even promulgated by NZCF[43] but without breed standards, and even the permissive Catz registry does not include them as of July 2014[update].[42]
|
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|
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The Manx taillessness gene is dominant and highly penetrant; kittens from two Manx parents are generally born without any tail. Being homozygous for (having two copies of) the gene is usually lethal in utero, resulting in miscarriage.[8][9] Thus, tailless cats can carry only one copy of the gene. Because of the danger of having two copies of the taillessness gene, breeders avoid breeding two entirely tailless Manx cats together.[44] Because neither parent carries the tailless allele, a fully tailed Manx bred to another fully tailed Manx results in all fully tailed kittens.
|
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|
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Some partial tails are prone to a form of arthritis that causes the cat severe pain,[18] and in rare cases Manx-bred kittens are born with kinked short tails because of incomplete growth of the tail during development. Stumpy to long tails are sometimes docked at birth as a preventative measure.
|
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|
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"Manx syndrome" or "Manxness" is a colloquial name given to the condition which results when the tailless gene shortens the spine too much. It can seriously damage the spinal cord and the nerves, causing a form of spina bifida, as well as problems with the bowels, bladder, and digestion. Very small bladders are indicative of the disease, and it is often difficult to diagnose. Death can occur quite suddenly, and some live for only 3–4 years; the oldest recorded was 5 years when affected with the disease. In one report, it was shown to affect about 30% of Manx cats studied, but nearly all of those cases were rumpies, which exhibit the most extreme phenotype.[9] Such problems can be avoided by breeding rumpy Manx cats with stumpy specimens, and this breeding practice is responsible for a decline in spinal problems among modern, professionally bred Manx cats today.[45] Most pedigreed cats are not placed until four months of age (to make sure that they are properly socialised) and this usually also gives adequate time for any such health problems to be identified.[45] Feline expert Roger Tabor has stated: "Only the fact that the Manx is a historic breed stops us being as critical of this dangerous gene as of other more recent selected abnormalities."[46]
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The breed is also predisposed to rump fold intertrigo, and to corneal dystrophy.[47]
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Some tailless cats such as the Manx cats may develop megacolon, which is a recurring condition causing constipation that can be life-threatening to the cat if not properly monitored. It is a condition in which, due to absence of a tail, the smooth muscle that normally contracts to push stools toward the rectum loses its ability to do so.[citation needed][48]
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Following on updated genetic research, both the Australian Cat Federation and (less stringently) the GCCF impose special breeding restrictions on Manx cats (and derived stock like the Cymric), for animal welfare reasons.[49]
|
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|
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To better understand the genetics of the breed, the Manx Cat Genome Project (MCGP) was launched in August 2015, as a crowdfunded volunteer project by computational biologist Rachel Glover of Douglas, Isle of Man,[50] to perform the first whole genome sequencing of the Manx cat, uncovering the genetic mutations that make the Manx distinct from other cat populations, and to contribute data to the genome databases at the 99 Lives Cat Genome Sequencing Project of the University of Missouri,[51][52][53] and the US National Center for Biotechnology Information (NCBI).[54][55] It is the Isle of Man's first gene sequencing programme,[52][54] with samples collected and data analysed by MCGP in the Isle of Man, with the input of scientists around the world,[50] initial sequencing work being performed by the firm Edinburgh Genomics[56] and the University of Edinburgh in Scotland[57] and by 99 Lives, and server resources donated by Isle of Man biomedical information technology company ServiceTech.[51]
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The project aims to answer four questions:[53]
|
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One desired result of this research is the development of tests that can be used to keep the breed healthy by identifying cats which should not be bred.[58] A minimum of three cats' genes will needs to be sequenced to obtain the required genetic data.[57]
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After the initial fundraising goal was reached in December 2015,[59] the first cat sequenced was a purebred Manx calico rumpy named Bonnag, selected because the registry of this dam (breeding female) and her kittens in the British Governing Council of the Cat Fancy (GCCF) aids controlled study of a specific bloodline.[56] Bonnag's samples were sent for sequencing in April 2016,[56] with raw gene sequence results received by MCGP in August 2016; the laborious process of genome assembly has begun, to be followed by comparison with previously collected cat genomic data from 99 Lives, and eventual peer-reviewed publication of the results in a scientific journal.[60] Fundraising for the second genome to be sequenced by the project began September 2016; costs dropped to UK£1,400 per cat in November 2015,[61] and as of April 2016 dropped to about £1,200,[57][62] using the Illumina HiSeq X Ten sequencer,[61] down from original projections of £10,000[51] before the X Ten was available for non-human sequencing. The dramatic drop in costs allowed the first cat's sequencing to be done well ahead of the original schedule.[57] MCGP has already identified the location of the mutation responsible for suppression of Bonnag's tail, the deletion of a single bit of genetic data among 2.8 billion making up the genome.[57]
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The selected second sample is from a kitten that had to be euthanised for Manx syndrome, and it is hoped that this new sequence can identify the genetic specifics of the condition and why it only affects some offspring.[63][64]
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As with all cat breeds, the cat fancy has arrived through observation at a variety of widely held generalisations about the Manx breed as a whole. The Manx is considered a social and gregarious cat, and very attached to humans, but also shy of strangers. The breed is said to be highly intelligent, playful, and in its behaviour reminiscent of dogs. For example, like some Maine Coons and a few other breeds, Manx cats often learn to fetch small thrown objects. They may also follow their owners about like puppies, and are believed to be better able to learn simple verbal commands than most cats.[citation needed]
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Many of these views of the breed are not known to have a very long history. Lane's early and experienced account of the temperament of this "variety, which is quaint and interesting" is simply that they were "docile, good-tempered and sociable", and that a prize specimen should be "an alert, active animal of much power and energetic character."[20]
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Manx are prized as hunters, known to take down larger prey (e.g. adult rats) even when they are young, and were thus long in demand[citation needed] for working roles like farm cat (Manx: lughder or lugher 'mouser', from lugh 'mouse')[14]:507 and ship's cat (screeberagh or screeberey[14]:138 loosely 'scratcher, scratchy-one', from screebagh or screebey 'scratching, scratchy, scraping').[14]:662–3
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Although all cats, including the great cats, may use both rear legs simultaneously to propel the body forward especially when moving quickly, Manx cats are often said to move with more of a rabbit-like hop than a stride, even when not running.[citation needed]
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The Isle of Man uses the Manx cat as one of the symbols of the island nation and its unique culture. On Isle of Man currency, Manx cats are the subject of the reverse of four special commemorative crown coins. The first two, issued in 1970 and 1975, are stand-alone releases in both copper-nickel and silver proofs, while the third, in 1988, inaugurated an ongoing series of annual cat coin issues that have also been produced in gold in various sizes; an almost-hidden Manx cat appears in the background on each of the 1989-onward releases featuring other breeds.[65] A Manx, with a kitten, was the featured cat again in 2012.
|
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A Manx cat, in stylized Celtic knotwork art, also appears on the island's 1980–83 penny. The breed figures on numerous Isle of Man postage stamps, including a 2011 series of six that reproduce the art from Victorian era Manx cat postcards,[66][67] a 1996 one-stamp decorative sheetlet, one stamp in a 1994 tourism 10-stamp booklet, a 1996 five-stamp series of Manx cats around the world, and a 1989 set of the breed in various coat patterns, plus two high-value definitives of 1983 and 1989. The cat appears prominently as the subject of a large number of tourist goods and Manx pride items available on the island and over the Internet, serving (along with the triskelion and the four-horned Manx Loaghtan sheep) as an emblem of the Isle of Man.
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The Norton Manx motorcycle line (1947–1962, Norton Motors Ltd.), though ostensibly named after the Isle of Man TT road race (which the brand dominated for decades, until the 1970s), was long promoted with Manx cat badges, in the forms of both enameled metal pins and sew-on patches. The Manx Norton has experienced a major revival among modern enthusiasts of classic motorcycle racing.
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The Meyers Manx (1964–1971, B. F. Meyers & Co.) is the original, much-copied Volkswagen Beetle-based dune buggy, and broke desert racing records shortly after its introduction. It was named after the cat, due to its design – short-bodied, tall-wheeled, and manoeuvrable. The original designer has revived and updated it as the "Manxter" (2000–present, Meyers Manx, Inc.).
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A popular flying model aircraft of the late 1950s was the Manx Cat, sold in kit form as the Manx Cat V, and in printed plan form as the Manx Cat I through IV, with progressively larger wings. Designed by Bob Buragas, the hand-launched biplane model is constructed of balsa wood, features a very short tail (thus the name), has a 32.5 inch wingspan (in versions IV and V), can accommodate .19 to .35 engine sizes, and can be modified with a Dumas Spectrum "combat" wing. It was profiled in hobbyist magazines, like the February 1957 Flying Models (which details the history of the different models, including a miniature Manx Kitten version), and the October 1958 American Modeler.
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A Grimjack comic book story, The Manx Cat, was serialised as a Comicmix.com webcomic in January 2011, and has since seen print as a six-issue miniseries by IDW Comics. The story involves "The Manx Cat", a statuette of such a cat that at first seems to be a simple MacGuffin like the classic Maltese Falcon of the novel and films of that name, but which begins showing malevolent powers. The plot thickens with time travel, reincarnation, and Cthulhu Mythos-style "elder gods". Like most modern comics, it features digitally-colored art, over hand-drawn pencil work.
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In popular music, Florrie Forde released a 1930 recording of a Dan Leno Jr comedic music hall song, "What Happened to the Manx Cat's Tail?", as the B-side of "Stein! Stein! Ev'rywhere We Go", on an 8-inch, 78 RPM gramophone record (serial number 1430 on the Edison Bell Radio label).[70]
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1 |
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A scale model is most generally a physical representation of an object that maintains accurate relationships between all important aspects of the model, although absolute values of the original properties need not be preserved. This enables it to demonstrate some behavior or property of the original object without examining the original object itself. The most familiar scale models represent the physical appearance of an object in miniature, but there are many other kinds.
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Scale models are used in many fields including engineering, architecture, film making, military command, salesmanship, and hobby model building. While each field may use a scale model for a different purpose, all scale models are based on the same principles and must meet the same general requirements to be functional. The detail requirements vary depending on the needs of the modeler.
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To be a true scale model, all relevant aspects must be accurately modeled, such as material properties, so the model's interaction with the outside world is reliably related to the original object's interaction with the real world.[citation needed]
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In general a scale model must be designed and built primarily considering similitude theory. However, other requirements concerning practical issues must also be considered.
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Similitude is the theory and art of predicting prototype (original object) performance from scale model observations.[1] The main requirement of similitude is all dimensionless quantities must be equal for both the scaled model and the prototype under the conditions the modeler desires to make observations. Dimensionless quantities are generally referred to as Pi terms, or π terms. In many fields the π terms are well established. For example, in fluid dynamics, a well known dimensionless number called the Reynolds number comes up frequently in scale model tests with fluid in motion relative to a stationary surface.[2] Thus, for a scale model test to be reliable, the Reynolds number, as well as all other important dimensionless quantities, must be equal for both scale model and prototype under the conditions that the modeler wants to observe.
|
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An example of the Reynolds number and its use in similitude theory satisfaction can be observed in the scale model testing of fluid flow in a horizontal pipe. The Reynolds number for the scale model pipe must be equal to the Reynolds number of the prototype pipe for the flow measurements of the scale model to correspond to the prototype in a meaningful way. This can be written mathematically, with the subscript m referring to the scale model and subscript p referring to the prototype, as follows:
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R
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e
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m
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=
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ρ
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m
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v
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L
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μ
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m
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=
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ρ
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p
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L
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p
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μ
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p
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=
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p
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{\displaystyle \mathrm {Re} _{m}={{\rho _{m}{\mathbf {v} _{m}}L_{m}} \over {\mu _{m}}}={{\rho _{p}{\mathbf {v} _{p}}L_{p}} \over {\mu _{p}}}=\mathrm {Re} _{p}}
|
107 |
+
|
108 |
+
where
|
109 |
+
|
110 |
+
Observing the equation above it is clear to see that while the Reynolds numbers must be equal for the scale model and the prototype, this can be accomplished in many different ways, for example, in this problem by altering the scale of the dynamic viscosity of the model to work with the scale of the length. This means, the scales of different quantities, for example a material's elasticity in the scale model versus the prototype, are governed by equating the dimensionless quantities and the other quantity's scaling within the dimensionless quantity to ensure the dimensionless quantity of interest is of equal magnitude for the scale model and prototype.
|
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|
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+
With the above understanding of similitude requirements, it becomes clear the scale often reported in scale models refers only to the geometric scale,
|
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|
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S
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L
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{\displaystyle \mathrm {S} _{L}}
|
127 |
+
|
128 |
+
(L referring to length), and not the scale of the parameters potentially important to consider in the scale model design and fabrication. In general the scale of any quantity i, perhaps material density or viscosity, is defined as:
|
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S
|
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i
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i
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i
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|
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|
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{\displaystyle \mathrm {S} _{i}={{i_{p}} \over {i_{m}}}}
|
160 |
+
|
161 |
+
where
|
162 |
+
|
163 |
+
This relationship must be applied to all quantities of interest in the prototype, observing similitude requirements—so the scale model can be built using dimensions and materials that make scale model testing results meaningful with respect to the prototype.[3]
|
164 |
+
One method to determine the dimensionless quantities of concern for a given problem is to use dimensional analysis.
|
165 |
+
|
166 |
+
Practical concerns include the cost to construct the model, available test facilities to condition and observe the model, the availability of certain materials, and even who will build it. Practical requirements are often very diverse depending on the purpose of the scale model and they all must be considered to have a successful scale model experience.
|
167 |
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|
168 |
+
As an example, perhaps an aerospace company needs to test a new wing shape. According to the similitude requirements the test must be carried out in a wind tunnel that can drop the temperature of the air to −128 °C (−198 °F), such as the 0.3-meter (12 in) Transonic Cryogenic Tunnel at NASA Langley Research Center.[4] However, if a facility such as this one can't be used, perhaps due to cost constraints, the similitude requirements must be relaxed or the test redesigned to accommodate the limitation.
|
169 |
+
|
170 |
+
For a scale model to represent a prototype in a perfectly true manner, all the dimensionless quantities, or π terms, must be equal for the scale model during the observational period and the prototype under the conditions the modeler desires to study. However, in many situations, designing a scale model that equates all the π terms to the prototype is simply not possible due to lack of materials, cost restrictions, or limitations of testing facilities. In this case, concessions must be made for practical reasons to the similitude requirements.
|
171 |
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|
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Depending on the phenomena being observed, perhaps some dimensionless quantities aren't of interest and thus can be ignored by the modeler and the results of the scale model can still safely be assumed to correspond to the prototype. An example of this from fluid dynamics is flow of a liquid in a horizontal pipe. Possible π terms to consider in this situation are Reynolds number, Weber number, Froude number, and Mach number. For this flow configuration, however, no surface tension is involved, so the Weber number is inappropriate. Also, compression of the fluid is not applicable, so the Mach number can be disregarded. Finally, gravity is not responsible for the flow, so the Froude number can also be disregarded. This leaves the modeler with only the Reynolds number to worry about in terms of equating its values for the scale model and the prototype.[5]
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In general, scale models can be classified into three classes depending on the degree of similitude satisfaction they exhibit. To begin, a true model is one with complete similitude—that is, all π terms are equal for the scale model and the prototype. True models are difficult to realize in reality due to the many possible quantities the modeler must consider. As a result, modelers identify the important dimensionless quantities and construct a scale model that satisfies these. Important dimensionless quantities are called first-order dimensional requirements. A model that satisfies first-order similarity is called an adequate model. Finally, for scale models that fail to satisfy one or more of the first-order requirements, the name distorted model is given.[6]
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Scale models are used by many fields for many different purposes. Some of the specific uses of scale models by specific fields are explained below in the examples.
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Although structural engineering has been a field of study for thousands of years and many of the great problems have been solved using analytical and numerical techniques, many problems are still too complicated to understand in an analytical manner or the current numerical techniques lack real world confirmation. When this is the case, for example a complicated reinforced concrete beam-column-slab interaction problem, scale models can be constructed observing the requirements of similitude to study the problem. Many structural labs exist to test these structural scale models such as the Newmark Civil Engineering Laboratory at the University of Illinois, UC.[8]
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For structural engineering scale models, it is important for several specific quantities to be scaled according to the theory of similitude. These quantities can be broadly grouped into three categories: loading, geometry, and material properties. A good reference for considering scales for a structural scale model under static loading conditions in the elastic regime is presented in Table 2.2 of the book Structural Modeling and Experimental Techniques.[9]
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Structural engineering scale models can use different approaches to satisfy the similitude requirements of scale model fabrication and testing. A practical introduction to scale model design and testing is discussed in the paper "Pseudodynamic Testing of Scaled Models".[10]
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Model aircraft are divided into two main groups: static and flying models.
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Static model aircraft are commonly built using plastic, but wood, metal, card and paper can also be used. Models are sold painted and assembled, painted but not assembled (snap-fit), or unpainted and not assembled. The most popular types of aircraft to model are commercial airliners and military aircraft. Aircraft can be modeled in many "scales". The scale notation is the size of the model compared to the real, full-size aircraft called the "prototype". 1:8 scale will be used as an example; it is read as: "1 inch (or whatever measurement) on the model is equal (: means equal) to 8 inches on the real (prototype) airplane". Sometimes the scale notation is not used; it is simply stated: "my model is one eighth (1/8) scale", meaning "my model is one eighth the size of the real airplane" or "my model is one eight as large as the real airplane". Popular scales are, in order of size, 1:144, 1:72 (the most numerous), 1:48, 1:32, 1:24, 1:16, 1:8 and 1:4. Some European models are available at more metric scales such as 1:50. The highest quality models are made from injection-molded plastic or cast resin. Models made from Vacuum formed plastic are generally for the more skilled builder. More inexpensive models are made from heavy paper or card stock. Ready-made die-cast metal models are also very popular. As well as the traditional scales, die-cast models are available in 1:200, 1:250, 1:350, 1:400, 1:500 and 1:600 scale.
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These scales are usually reserved for civil airliners. Static aircraft scale modeling falls broadly into three categories: kit assembly, scratch-building, and collection of ready-made models. Scratch-builders tend to be the top echelon in terms of skill and craftsmanship. They tend to be the most discerning when it comes to accuracy and detail and they spend far more time on far fewer models than a kit assembler.[citation needed]
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Kit assemblers fall roughly into two categories: OOB (Out of box) and modified. Out of Box refers to the act of assembling a kit only from what is contained in the box supplied, whereas a Modifier employs after-market products such as alternative decals, photo-etched metal detail parts, and cast resin detail or conversion parts to enhance or change the model in some way. Collectors are concerned purely with the issue of theme, and are not really interested in personal construction as such.
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Aircraft modelers often fall into more than one category, as fancy takes them. The overwhelming majority of aircraft modelers concern themselves with depiction of real-life aircraft, but there is a smaller cadre of modelers who derive additional fun by 'bending' history a little by making models of aircraft that either never actually flew or existed, or by painting them in a color scheme that did not actually exist. This is commonly referred to as 'What-if' or 'Alternative' modeling, and the most common theme is 'Luftwaffe 1946' or 'Luftwaffe '46'. This theme stems from the idea of modeling German secret projects that never saw the light of day due to the close of World War II. This concept has been extended to include British, Russian, and US experimental projects that never made it into production.
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Flying model aircraft are of two types: those constructed for aerodynamic research and those for recreation or aeromodeling.
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Aerodynamic models may be constructed for use in a wind tunnel or in free flight. Small-scale piloted aircraft are even constructed to test some aspect of a proposed full-size design, but these are not considered as models even though they may be accurate to scale.
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Recreational models are often made to resemble some real type. However the aerodynamic requirements of a small model are different from those of a full-size craft, so flying models are seldom fully accurate to scale. Most flying model aircraft can be placed in one of three groups: free flight, control line and radio controlled. Flying models can be built from scratch or from kits. Some kits take many hours to put together and some kits are almost ready to fly or ready to fly.
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With elements similar to miniature wargaming, building models and architectural models, a plan-relief is a means of geographical representation in relief as a scale model for military use, to visualise building projects on fortifications or campaigns involving fortifications.
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Most hobbyists who build models of buildings do so as part of a diorama to enhance their other models, such as a model railroad or model war machines. As a stand-alone hobby, building models are probably most popular among enthusiasts of construction toys such as Erector, Lego and K'Nex. Famous landmarks such as the Empire State Building, Big Ben and the White House are common subjects. Standard scales have not emerged in this hobby. Model railroaders use railroad scales for their buildings: HO scale (1:87), OO scale (1:76), N scale (1:160), and O scale (1:43). Lego builders use miniland scale (1:20) and minifig scale (1:48) and micro scale (1:192)[note 1] Generally, the larger the building, the smaller the scale. Model buildings are commonly made from plastic, foam, balsa wood or paper. Card models are published in the form of a book, and some models are manufactured like 3-D puzzles. Professionally, building models are used by architects and salesmen.
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Architecture firms usually employ model makers or contract model making firms to make models of projects to sell their designs to builders and investors. These models are traditionally hand-made, but advances in technology have turned the industry into a very high tech process than can involve Class IV laser cutters, five-axis CNC machines as well as rapid prototyping or 3D printing. Typical scales are 1:12, 1:24, 1:48, 1:50, 1:100, 1:200, 1:500, etc.
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Typically found in 1:50 scale and also called model house, model home or display house, this type of model is usually found in stately homes or specially designed houses. Sometimes this kind of model is commissioned to mark a special date like an anniversary or the completion of the architecture, or these models might be used by salesmen selling homes in a new neighborhood.
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Typically found in 1:50 scale, most manufacturers of commercial vehicles and heavy equipment commission scale models made of die-cast metal as promotional items to give to prospective customers. These are also popular children's toys and collectibles. The major manufacturers of these items are Conrad and NZG in Germany. Corgi also makes some 1:50 models, as well as Dutch maker Tekno.
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Trucks are also found as diecast models in 1:43 scale and injection moulded kits (and children's toys) in 1:24 scale. Recently some manufacturers have appeared in 1:64 scale like Code 3.
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Although the British scale for 0 gauge was first used for model cars made of rectilinear and circular parts, it was the origin of the European scale for cast or injection moulded model cars. MOROP's specification of 1:45 scale for European 0 does not alter the series of cars in 1:43 scale, as it has the widest distribution in the world.
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In America, a series of cars was developed from at first cast metal and later styrene models ("promos") offered at new-car dealerships to drum up interest. The firm Monogram, and later Tamiya, first produced them in a scale derived from the Architect's scale: 1:24 scale, while the firms AMT, Jo-Han, and Revell chose the scale of 1:25. Monogram later switched to this scale after the firm was purchased by Revell. Some cars are also made in 1:32 scale, and rolling toys are often made on the scale 1:64 scale. Chinese die-cast manufacturers have introduced 1/72 scale into their range. The smaller scales are usually die-cast cars and not the in the class as model cars. Except in rare occasions, Johnny Lightning and Ertl-made die-cast cars were sold as kits for buyers to assemble. Model cars are also used in car design.
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A model construction vehicle (or engineering vehicle) is a scale model or die-cast toy that represents a construction vehicle such as a bulldozer, excavator, crane, concrete pump, backhoe, etc.
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Construction vehicle models are almost always made in 1:50 scale, particularly because the cranes at this scale are often three to four feet tall when extended and larger scales would be unsuited for display on a desk or table. These models are popular as children's toys in Germany. In the US they are commonly sold as promotional models for new construction equipment, commissioned by the manufacturer of the prototype real-world equipment. The major manufacturers in Germany are Conrad and NZG, with some competition from Chinese firms that have been entering the market.
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Model trains come in a variety of scales, from 1:8 on the large end and 1:450 (T scale) on the small. Each scale has its own strengths and weaknesses, and fills a different niche in the hobby. The largest models are as much as 3 meters (9.8 ft) long, the smallest a few centimeters. The most popular size is HO scale (1:87) and second is N scale (1:160).
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Model railways originally used the term gauge, which refers to the distance between the rails, just as full-size railways do. Although model railways were also built to different gauges, "standard gauge" in 1:1 scale railroads is 4' 8.5". Therefore, a model railway reduces that standard to scale. An HO scale model railway would have track that is 1/87 of 4' 8.5", or about 0.65" from rail to rail. Now it is more typical to refer to the scale of the model, and the term scale has replaced "gauge" in most usages. This is despite considerable confusion between countries as to the definition of 0 scale and N scale.
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Considerable confusion often arises when referring to "scale" and "gauge", especially as the words are sometimes used interchangeably. The word "scale" refers to the proportional size of the model; the word "gauge" applies to the measurement between the inside faces of the rails. To highlight this difference, consider the various gauges used in HO scale; A gauge of 16.5 mm is used to represent the "standard gauge" of 4 ft 8 1⁄2 in (1,435 mm) (HO scale), a gauge of 12 mm is used to represent 1,000 mm (3 ft 3 3⁄8 in) gauge (HOm) and the 3 ft 6 in (1,067 mm) gauge (HOn3-1/2) and a gauge of 9 mm is used to represent a prototype gauge of 2 ft (610 mm). It is completely incorrect to refer to the mainstream scales as "HO gauge", "N gauge" or "Z gauge"
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The most popular scale to go with a given gauge was often derived at by the following roundabout process. German artisans would take strips of metal of standard metric size to make things to blueprints whose dimensions were in inches: hence "4 mm to the foot" yields the 1:76.2 size of the "OO scale". This British scale is anomalously used on the standard HO/OO scale (16.5 mm gauge from 3.5 mm/foot scale) tracks, however, because early electric motors weren't available commercially in smaller sizes.
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There are three different standards for the "O" scale, each of which uses tracks of 32 mm for the standard gauge. The American version continues a dollhouse scale of 1:48. It is sometimes called "quarter-gauge", as in "one-quarter-inch to the foot". The British version continued the pattern of sub-contracting to Germans; so, at 7 mm to the foot, it works out to a scale of 1:43.5. Later, MOROP, the European authority of model railroad firms, declared that the "O" gauge (still 32 mm) must use the scale of 1:45. That is, in Europe the below-chassis dimensions must be slightly towards 4 feet 6 inches, to allow wheel/tyre/splasher clearance for smaller than realistic curved sections.
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"Live steam" railways, that people actually ride on, are built in many scales, such as 1-1/2", 1", and 3/4 inches to the foot. Common gauges are 7-1/2" (Western US) and 7-1/4" (Eastern US & rest of the world), 5", 4-3/4". Smaller live steam gauges do exist, but as the scale gets smaller, pulling power decreases. One of the smallest gauges on which a live steam engine can pull a passenger is the now almost defunct 2-1/2-inch gauge.
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Japanese firms have marketed toys and models of what are often called mecha, nimble humanoid fighting robots. The robots, which appear in animated shows (anime), are often depicted at a size between 15-20m in height, and so scales of 1:100 and 1:144 are common for these subjects, though other scales such as 1:72 are commonly used for robots and related subjects of different size.
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The most prolific manufacturer of mecha models is Bandai, whose Gundam kit lines were a strong influence in the genre in the 1980s. Even today, Gundam kits are the most numerous in the mecha modeling genre, usually with dozens of new releases every year. The features of modern Gundam kits, such as color molding and snap-fit construction, have become the standard expectations for other mecha model kits.
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Due to the fantasy nature of most anime robots, and the necessary simplicity of cel-animated designs, mecha models lend themselves well to stylized work, improvisations, and simple scratchbuilds. One of Gundam's contributions to the genre was the use of a gritty wartime backstory as a part of the fantasy, and so it is almost equally fashionable to build the robots in a weathered, beaten style, as would often be expected for AFV kits as to build them in a more stylish, pristine manner.
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Model rocket kits began as a development of model aircraft kits, yet the scale of 1:72 [V.close to 4 mm.::1foot] never caught on. Scales 1:48 and 1:96 are used. There are some rockets of scales 1:128, 1:144, and 1:200, but Russian firms put their large rockets in 1:288. Heller SA offers some models in the scale of 1:125.
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Science fiction space ships are heavily popular in the modeling community. Models based on ships from such franchises as Star Trek, Star Wars, and Battlestar Galactica are regularly sold and created in scales ranging from 1:24 for fighters and smaller ships to 1:1000, 1:1400, and 1:2500 for most main franchise ships, and up to 1:10000 for the larger Star Wars ships (for especially objects like the Death Stars and Super Star Destroyers, even smaller scales are used). Finemolds in Japan have recently released a series of high quality injection molded Star Wars kits in 1:72, and this range is supplemented by resin kits from Fantastic Plastic.
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Scale models of people and animals are found in a wide variety of venues, and may be either single-piece objects or kits that must be assembled, usually depending on the purpose of the model. For instance, models of people as well as both domestic and wild animals are often produced for display in model cities or railroads to provide a measure of detail or realism, and scaled relative to the trains, buildings, and other accessories of a certain line of models. If a line of trains or buildings does not feature models of living creatures, those who build the models often buy these items separately from another line so they can feature people or animals. In other cases, scale model lines feature living creatures exclusively, often focusing on educational interests.
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Models of living creatures requiring assembly are not as common as single-piece units, but certainly not unheard of. One of the most prolific kinds of kits requiring assembly that feature living creatures are models of human and animal skeletons. Like their single-piece counterparts, such kits are often touted as being educational activities. Skeleton kits often have unique features such as glow-in-the-dark pieces or attachable internal organs. Again, dinosaurs are a popular subject for such models. There are also garage kits, which are often figures of anime characters in multiple parts that require assembly.
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In the first half of the 20th century, navies used hand-made models of warships for identification and instruction in a variety of scales. That of 1:500 was called "teacher scale." Besides models made in 1:1200 and 1:2400 scales, there were also ones made to 1:2000 and 1:5000. Some, made in Britain, were labelled "1 inch to 110 feet", which would be 1:1320 scale, but aren't necessarily accurate.
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Michele Morciano says small scale ship models were produced in about 1905 linked to the wargaming rules and other publications of Fred T. Jane. The company that standardised on 1:1200 was Bassett-Lowke in 1908. The British Admiralty subsequently contracted with Bassett-Lowke and other companies and individual craftsmen to produce large numbers of recognition models, to this scale, in 1914–18.[11]
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Just before the Second World War, the American naval historian (and science fiction author) Fletcher Pratt published a book on naval wargaming as could be done by civilians using ship models cut off at the waterline to be moved on the floors of basketball courts and similar locales. The scale he used was non-standard (reported as 1:666), and may have been influenced by toy ships then available, but as the hobby progressed, and other rule sets came into use, it was progressively supplemented by the series 1:600, 1:1200, and 1:2400. In Britain, 1:3000 became popular and these models also have come into use in the USA. These had the advantage of approximating the nautical mile as 120 inches, 60 inches, and 30 inches, respectively. As the knot is based on this mile and a 60-minute hour, this was quite handy.
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After the war, firms emerged to produce models from the same white metal used to make toy soldiers. Lines Bros. Ltd, a British firm, offered a tremendously wide range of waterline merchant and naval ships as well as dockyard equipment in the scale 1:1200 which were die-cast in Zamak. In the US, at least one manufacturer, of the wartime 1:1200 recognition models, Comet, made them available for the civilian market postwar, which also drove the change to this scale. In addition, continental European manufacturers and European ship book publishers had adopted the 1:1250 drawing scale because of its similar convenience in size for both models and comparison drawings in books.
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A prestige scale for boats, comparable to that of 1:32 for fighter planes, is 1:72, producing huge models, but there are very few kits marketed in this scale. There are now several clubs around the world for those who choose to scratch-build radio-controlled model ships and submarines in 1:72, which is often done because of the compatibility with naval aircraft kits. For the smaller ships, plank-on-frame or other wood construction kits are offered in the traditional shipyard scales of 1:96, 1:108, or 1:192 (half of 1:96). In injection-molded plastic kits, Airfix makes full-hull models in the scale the Royal Navy has used to compare the relative sizes of ships: 1:600. Revell makes some kits to half the scale of the US Army standard: 1:570. Some American and foreign firms have made models in a proportion from the Engineer's scale: "one-sixtieth-of-an-inch-to-the-foot", or 1:720.
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Many research workers, hydraulics specialists and engineers have used scale models for over a century, in particular in towing tanks. Manned models are small scale models that can carry and be handled by at least one person on an open expanse of water. They must behave just like real ships, giving the shiphandler the same sensations. Physical conditions such as wind, currents, waves, water depths, channels, and berths must be reproduced realistically.
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Manned models are used for research (e.g. ship behaviour), engineering (e.g. port layout) and for training in shiphandling (e.g. maritime pilots, masters and officers). They are usually at 1:25 scale.
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Just before the 20th century, the British historian and science fiction author H. G. Wells published a book, Little Wars, on how to play at battles in miniature. His books use 54 mm lead figures, particularly those manufactured by Britains. His fighting system employed spring-loaded model guns that shot matchsticks.
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This use of physical mechanisms was echoed in the later games of Fred Jane, whose rules required throwing darts at ship silhouettes; his collection of data on the world's fleets was later published and became renowned. Dice have largely replaced this toy mayhem for consumers.
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For over a century, toy soldiers were made of white metal, a lead-based alloy, often in architect's scale-based ratios in the English-speaking countries, and called tin soldiers. After the Second World War, such toys were on the market for children but now made of a safe plastic softer than styrene. American children called these "army men". Many sets were made in the new scale of 1:40. A few styrene model kits of land equipment were offered in this and in 1:48 and 1:32 scales. However, these were swept away by the number of kits in the scale of 1:35.
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Those who continued to develop miniature wargaming preferred smaller scale models, the soldiers still made of soft plastic. Airfix particularly wanted people to buy 1:76 scale soldiers and tanks to go with "00" gauge train equipment. Roco offered 1:87 scale styrene military vehicles to go with "HO" gauge model houses. However, although there is no 1:72 scale model railroad, more toy soldiers are now offered in this scale because it is the same as the popular aircraft scale. The number of fighting vehicles in this scale is also increasing, although the number of auxiliary vehicles available is far fewer than in 1:87 scale.
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A more recent development, especially in wargaming of land battles, is 15 mm white metal miniatures, often referred to as 1:100. The use of 15 mm scale metals has grown quickly since the early 1990s as they allow a more affordable option over 28 mm if large battles are to be refought, or a large number of vehicles represented. The rapid rise in the detail and quality of castings at 15 mm scale has also helped to fuel their uptake by the wargaming community.
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Armies use smaller scales still. The US Army specifies models of the scale 1:285 for its sand table wargaming. There are metal ground vehicles and helicopters in this scale, which is a near "one-quarter-inch-to-six-feet" scale. The continental powers of NATO have developed the similar scale of 1:300, even though metric standardizers really don't like any divisors other than factors of 10, 5, and 2, so maps are not commonly offered in Europe in scales with a "3" in the denominator.
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Consumer wargaming has since expanded into fantasy realms, employing scales large enough to be painted in imaginative detail - so called "heroic" 28 mm figures, (roughly 1:64, or S scale). Firms that produce these make small production lots of white metal.
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Alternatively to the commercial models, some modelers also tend to use scraps to achieve home-made warfare models. While it doesn't always involve wargaming, some modelers insert realistic procedures, enabling a certain realism such as firing guns or shell deflection on small scale models.
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Kits for building an engine model are available, especially for kids. The most popular are the internal combustion, steam, jet, and Stirling model engine. Usually they move using an electric motor or a hand crank, and many of them have a transparent case to show the internal process in action.
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Miniatures and model kits are used in contemporary art whereby artists use both scratch built miniaturizations or commercially manufactured model kits to construct a dialogue between object and viewer. The role of the artist in this type of miniature is not necessarily to re-create an historical event or achieve naturalist realism, but rather to use scale as a mode of articulation in generating conceptual or theoretical exploration. Political, conceptual, and architectural examples are provided by noted artists such as Bodys Isek Kingelez, Jake and Dinos Chapman (otherwise known as the Chapman Brothers), Ricky Swallow, Shaun Wilson, Sven Christoffersen, or the Psikhelekedana artists from Mozambique, James Casebere, Oliver Boberg, and Daniel Dorall.
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A scale model is most generally a physical representation of an object that maintains accurate relationships between all important aspects of the model, although absolute values of the original properties need not be preserved. This enables it to demonstrate some behavior or property of the original object without examining the original object itself. The most familiar scale models represent the physical appearance of an object in miniature, but there are many other kinds.
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Scale models are used in many fields including engineering, architecture, film making, military command, salesmanship, and hobby model building. While each field may use a scale model for a different purpose, all scale models are based on the same principles and must meet the same general requirements to be functional. The detail requirements vary depending on the needs of the modeler.
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To be a true scale model, all relevant aspects must be accurately modeled, such as material properties, so the model's interaction with the outside world is reliably related to the original object's interaction with the real world.[citation needed]
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In general a scale model must be designed and built primarily considering similitude theory. However, other requirements concerning practical issues must also be considered.
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Similitude is the theory and art of predicting prototype (original object) performance from scale model observations.[1] The main requirement of similitude is all dimensionless quantities must be equal for both the scaled model and the prototype under the conditions the modeler desires to make observations. Dimensionless quantities are generally referred to as Pi terms, or π terms. In many fields the π terms are well established. For example, in fluid dynamics, a well known dimensionless number called the Reynolds number comes up frequently in scale model tests with fluid in motion relative to a stationary surface.[2] Thus, for a scale model test to be reliable, the Reynolds number, as well as all other important dimensionless quantities, must be equal for both scale model and prototype under the conditions that the modeler wants to observe.
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An example of the Reynolds number and its use in similitude theory satisfaction can be observed in the scale model testing of fluid flow in a horizontal pipe. The Reynolds number for the scale model pipe must be equal to the Reynolds number of the prototype pipe for the flow measurements of the scale model to correspond to the prototype in a meaningful way. This can be written mathematically, with the subscript m referring to the scale model and subscript p referring to the prototype, as follows:
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R
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e
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m
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=
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ρ
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m
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v
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L
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μ
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=
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ρ
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{\displaystyle \mathrm {Re} _{m}={{\rho _{m}{\mathbf {v} _{m}}L_{m}} \over {\mu _{m}}}={{\rho _{p}{\mathbf {v} _{p}}L_{p}} \over {\mu _{p}}}=\mathrm {Re} _{p}}
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where
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Observing the equation above it is clear to see that while the Reynolds numbers must be equal for the scale model and the prototype, this can be accomplished in many different ways, for example, in this problem by altering the scale of the dynamic viscosity of the model to work with the scale of the length. This means, the scales of different quantities, for example a material's elasticity in the scale model versus the prototype, are governed by equating the dimensionless quantities and the other quantity's scaling within the dimensionless quantity to ensure the dimensionless quantity of interest is of equal magnitude for the scale model and prototype.
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With the above understanding of similitude requirements, it becomes clear the scale often reported in scale models refers only to the geometric scale,
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{\displaystyle \mathrm {S} _{L}}
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(L referring to length), and not the scale of the parameters potentially important to consider in the scale model design and fabrication. In general the scale of any quantity i, perhaps material density or viscosity, is defined as:
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{\displaystyle \mathrm {S} _{i}={{i_{p}} \over {i_{m}}}}
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where
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This relationship must be applied to all quantities of interest in the prototype, observing similitude requirements—so the scale model can be built using dimensions and materials that make scale model testing results meaningful with respect to the prototype.[3]
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One method to determine the dimensionless quantities of concern for a given problem is to use dimensional analysis.
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Practical concerns include the cost to construct the model, available test facilities to condition and observe the model, the availability of certain materials, and even who will build it. Practical requirements are often very diverse depending on the purpose of the scale model and they all must be considered to have a successful scale model experience.
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As an example, perhaps an aerospace company needs to test a new wing shape. According to the similitude requirements the test must be carried out in a wind tunnel that can drop the temperature of the air to −128 °C (−198 °F), such as the 0.3-meter (12 in) Transonic Cryogenic Tunnel at NASA Langley Research Center.[4] However, if a facility such as this one can't be used, perhaps due to cost constraints, the similitude requirements must be relaxed or the test redesigned to accommodate the limitation.
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For a scale model to represent a prototype in a perfectly true manner, all the dimensionless quantities, or π terms, must be equal for the scale model during the observational period and the prototype under the conditions the modeler desires to study. However, in many situations, designing a scale model that equates all the π terms to the prototype is simply not possible due to lack of materials, cost restrictions, or limitations of testing facilities. In this case, concessions must be made for practical reasons to the similitude requirements.
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Depending on the phenomena being observed, perhaps some dimensionless quantities aren't of interest and thus can be ignored by the modeler and the results of the scale model can still safely be assumed to correspond to the prototype. An example of this from fluid dynamics is flow of a liquid in a horizontal pipe. Possible π terms to consider in this situation are Reynolds number, Weber number, Froude number, and Mach number. For this flow configuration, however, no surface tension is involved, so the Weber number is inappropriate. Also, compression of the fluid is not applicable, so the Mach number can be disregarded. Finally, gravity is not responsible for the flow, so the Froude number can also be disregarded. This leaves the modeler with only the Reynolds number to worry about in terms of equating its values for the scale model and the prototype.[5]
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In general, scale models can be classified into three classes depending on the degree of similitude satisfaction they exhibit. To begin, a true model is one with complete similitude—that is, all π terms are equal for the scale model and the prototype. True models are difficult to realize in reality due to the many possible quantities the modeler must consider. As a result, modelers identify the important dimensionless quantities and construct a scale model that satisfies these. Important dimensionless quantities are called first-order dimensional requirements. A model that satisfies first-order similarity is called an adequate model. Finally, for scale models that fail to satisfy one or more of the first-order requirements, the name distorted model is given.[6]
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Scale models are used by many fields for many different purposes. Some of the specific uses of scale models by specific fields are explained below in the examples.
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Although structural engineering has been a field of study for thousands of years and many of the great problems have been solved using analytical and numerical techniques, many problems are still too complicated to understand in an analytical manner or the current numerical techniques lack real world confirmation. When this is the case, for example a complicated reinforced concrete beam-column-slab interaction problem, scale models can be constructed observing the requirements of similitude to study the problem. Many structural labs exist to test these structural scale models such as the Newmark Civil Engineering Laboratory at the University of Illinois, UC.[8]
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For structural engineering scale models, it is important for several specific quantities to be scaled according to the theory of similitude. These quantities can be broadly grouped into three categories: loading, geometry, and material properties. A good reference for considering scales for a structural scale model under static loading conditions in the elastic regime is presented in Table 2.2 of the book Structural Modeling and Experimental Techniques.[9]
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Structural engineering scale models can use different approaches to satisfy the similitude requirements of scale model fabrication and testing. A practical introduction to scale model design and testing is discussed in the paper "Pseudodynamic Testing of Scaled Models".[10]
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Model aircraft are divided into two main groups: static and flying models.
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Static model aircraft are commonly built using plastic, but wood, metal, card and paper can also be used. Models are sold painted and assembled, painted but not assembled (snap-fit), or unpainted and not assembled. The most popular types of aircraft to model are commercial airliners and military aircraft. Aircraft can be modeled in many "scales". The scale notation is the size of the model compared to the real, full-size aircraft called the "prototype". 1:8 scale will be used as an example; it is read as: "1 inch (or whatever measurement) on the model is equal (: means equal) to 8 inches on the real (prototype) airplane". Sometimes the scale notation is not used; it is simply stated: "my model is one eighth (1/8) scale", meaning "my model is one eighth the size of the real airplane" or "my model is one eight as large as the real airplane". Popular scales are, in order of size, 1:144, 1:72 (the most numerous), 1:48, 1:32, 1:24, 1:16, 1:8 and 1:4. Some European models are available at more metric scales such as 1:50. The highest quality models are made from injection-molded plastic or cast resin. Models made from Vacuum formed plastic are generally for the more skilled builder. More inexpensive models are made from heavy paper or card stock. Ready-made die-cast metal models are also very popular. As well as the traditional scales, die-cast models are available in 1:200, 1:250, 1:350, 1:400, 1:500 and 1:600 scale.
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These scales are usually reserved for civil airliners. Static aircraft scale modeling falls broadly into three categories: kit assembly, scratch-building, and collection of ready-made models. Scratch-builders tend to be the top echelon in terms of skill and craftsmanship. They tend to be the most discerning when it comes to accuracy and detail and they spend far more time on far fewer models than a kit assembler.[citation needed]
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Kit assemblers fall roughly into two categories: OOB (Out of box) and modified. Out of Box refers to the act of assembling a kit only from what is contained in the box supplied, whereas a Modifier employs after-market products such as alternative decals, photo-etched metal detail parts, and cast resin detail or conversion parts to enhance or change the model in some way. Collectors are concerned purely with the issue of theme, and are not really interested in personal construction as such.
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Aircraft modelers often fall into more than one category, as fancy takes them. The overwhelming majority of aircraft modelers concern themselves with depiction of real-life aircraft, but there is a smaller cadre of modelers who derive additional fun by 'bending' history a little by making models of aircraft that either never actually flew or existed, or by painting them in a color scheme that did not actually exist. This is commonly referred to as 'What-if' or 'Alternative' modeling, and the most common theme is 'Luftwaffe 1946' or 'Luftwaffe '46'. This theme stems from the idea of modeling German secret projects that never saw the light of day due to the close of World War II. This concept has been extended to include British, Russian, and US experimental projects that never made it into production.
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Flying model aircraft are of two types: those constructed for aerodynamic research and those for recreation or aeromodeling.
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Aerodynamic models may be constructed for use in a wind tunnel or in free flight. Small-scale piloted aircraft are even constructed to test some aspect of a proposed full-size design, but these are not considered as models even though they may be accurate to scale.
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Recreational models are often made to resemble some real type. However the aerodynamic requirements of a small model are different from those of a full-size craft, so flying models are seldom fully accurate to scale. Most flying model aircraft can be placed in one of three groups: free flight, control line and radio controlled. Flying models can be built from scratch or from kits. Some kits take many hours to put together and some kits are almost ready to fly or ready to fly.
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With elements similar to miniature wargaming, building models and architectural models, a plan-relief is a means of geographical representation in relief as a scale model for military use, to visualise building projects on fortifications or campaigns involving fortifications.
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Most hobbyists who build models of buildings do so as part of a diorama to enhance their other models, such as a model railroad or model war machines. As a stand-alone hobby, building models are probably most popular among enthusiasts of construction toys such as Erector, Lego and K'Nex. Famous landmarks such as the Empire State Building, Big Ben and the White House are common subjects. Standard scales have not emerged in this hobby. Model railroaders use railroad scales for their buildings: HO scale (1:87), OO scale (1:76), N scale (1:160), and O scale (1:43). Lego builders use miniland scale (1:20) and minifig scale (1:48) and micro scale (1:192)[note 1] Generally, the larger the building, the smaller the scale. Model buildings are commonly made from plastic, foam, balsa wood or paper. Card models are published in the form of a book, and some models are manufactured like 3-D puzzles. Professionally, building models are used by architects and salesmen.
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Architecture firms usually employ model makers or contract model making firms to make models of projects to sell their designs to builders and investors. These models are traditionally hand-made, but advances in technology have turned the industry into a very high tech process than can involve Class IV laser cutters, five-axis CNC machines as well as rapid prototyping or 3D printing. Typical scales are 1:12, 1:24, 1:48, 1:50, 1:100, 1:200, 1:500, etc.
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Typically found in 1:50 scale and also called model house, model home or display house, this type of model is usually found in stately homes or specially designed houses. Sometimes this kind of model is commissioned to mark a special date like an anniversary or the completion of the architecture, or these models might be used by salesmen selling homes in a new neighborhood.
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Typically found in 1:50 scale, most manufacturers of commercial vehicles and heavy equipment commission scale models made of die-cast metal as promotional items to give to prospective customers. These are also popular children's toys and collectibles. The major manufacturers of these items are Conrad and NZG in Germany. Corgi also makes some 1:50 models, as well as Dutch maker Tekno.
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Trucks are also found as diecast models in 1:43 scale and injection moulded kits (and children's toys) in 1:24 scale. Recently some manufacturers have appeared in 1:64 scale like Code 3.
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Although the British scale for 0 gauge was first used for model cars made of rectilinear and circular parts, it was the origin of the European scale for cast or injection moulded model cars. MOROP's specification of 1:45 scale for European 0 does not alter the series of cars in 1:43 scale, as it has the widest distribution in the world.
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In America, a series of cars was developed from at first cast metal and later styrene models ("promos") offered at new-car dealerships to drum up interest. The firm Monogram, and later Tamiya, first produced them in a scale derived from the Architect's scale: 1:24 scale, while the firms AMT, Jo-Han, and Revell chose the scale of 1:25. Monogram later switched to this scale after the firm was purchased by Revell. Some cars are also made in 1:32 scale, and rolling toys are often made on the scale 1:64 scale. Chinese die-cast manufacturers have introduced 1/72 scale into their range. The smaller scales are usually die-cast cars and not the in the class as model cars. Except in rare occasions, Johnny Lightning and Ertl-made die-cast cars were sold as kits for buyers to assemble. Model cars are also used in car design.
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A model construction vehicle (or engineering vehicle) is a scale model or die-cast toy that represents a construction vehicle such as a bulldozer, excavator, crane, concrete pump, backhoe, etc.
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Construction vehicle models are almost always made in 1:50 scale, particularly because the cranes at this scale are often three to four feet tall when extended and larger scales would be unsuited for display on a desk or table. These models are popular as children's toys in Germany. In the US they are commonly sold as promotional models for new construction equipment, commissioned by the manufacturer of the prototype real-world equipment. The major manufacturers in Germany are Conrad and NZG, with some competition from Chinese firms that have been entering the market.
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Model trains come in a variety of scales, from 1:8 on the large end and 1:450 (T scale) on the small. Each scale has its own strengths and weaknesses, and fills a different niche in the hobby. The largest models are as much as 3 meters (9.8 ft) long, the smallest a few centimeters. The most popular size is HO scale (1:87) and second is N scale (1:160).
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Model railways originally used the term gauge, which refers to the distance between the rails, just as full-size railways do. Although model railways were also built to different gauges, "standard gauge" in 1:1 scale railroads is 4' 8.5". Therefore, a model railway reduces that standard to scale. An HO scale model railway would have track that is 1/87 of 4' 8.5", or about 0.65" from rail to rail. Now it is more typical to refer to the scale of the model, and the term scale has replaced "gauge" in most usages. This is despite considerable confusion between countries as to the definition of 0 scale and N scale.
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Considerable confusion often arises when referring to "scale" and "gauge", especially as the words are sometimes used interchangeably. The word "scale" refers to the proportional size of the model; the word "gauge" applies to the measurement between the inside faces of the rails. To highlight this difference, consider the various gauges used in HO scale; A gauge of 16.5 mm is used to represent the "standard gauge" of 4 ft 8 1⁄2 in (1,435 mm) (HO scale), a gauge of 12 mm is used to represent 1,000 mm (3 ft 3 3⁄8 in) gauge (HOm) and the 3 ft 6 in (1,067 mm) gauge (HOn3-1/2) and a gauge of 9 mm is used to represent a prototype gauge of 2 ft (610 mm). It is completely incorrect to refer to the mainstream scales as "HO gauge", "N gauge" or "Z gauge"
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The most popular scale to go with a given gauge was often derived at by the following roundabout process. German artisans would take strips of metal of standard metric size to make things to blueprints whose dimensions were in inches: hence "4 mm to the foot" yields the 1:76.2 size of the "OO scale". This British scale is anomalously used on the standard HO/OO scale (16.5 mm gauge from 3.5 mm/foot scale) tracks, however, because early electric motors weren't available commercially in smaller sizes.
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There are three different standards for the "O" scale, each of which uses tracks of 32 mm for the standard gauge. The American version continues a dollhouse scale of 1:48. It is sometimes called "quarter-gauge", as in "one-quarter-inch to the foot". The British version continued the pattern of sub-contracting to Germans; so, at 7 mm to the foot, it works out to a scale of 1:43.5. Later, MOROP, the European authority of model railroad firms, declared that the "O" gauge (still 32 mm) must use the scale of 1:45. That is, in Europe the below-chassis dimensions must be slightly towards 4 feet 6 inches, to allow wheel/tyre/splasher clearance for smaller than realistic curved sections.
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"Live steam" railways, that people actually ride on, are built in many scales, such as 1-1/2", 1", and 3/4 inches to the foot. Common gauges are 7-1/2" (Western US) and 7-1/4" (Eastern US & rest of the world), 5", 4-3/4". Smaller live steam gauges do exist, but as the scale gets smaller, pulling power decreases. One of the smallest gauges on which a live steam engine can pull a passenger is the now almost defunct 2-1/2-inch gauge.
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Japanese firms have marketed toys and models of what are often called mecha, nimble humanoid fighting robots. The robots, which appear in animated shows (anime), are often depicted at a size between 15-20m in height, and so scales of 1:100 and 1:144 are common for these subjects, though other scales such as 1:72 are commonly used for robots and related subjects of different size.
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The most prolific manufacturer of mecha models is Bandai, whose Gundam kit lines were a strong influence in the genre in the 1980s. Even today, Gundam kits are the most numerous in the mecha modeling genre, usually with dozens of new releases every year. The features of modern Gundam kits, such as color molding and snap-fit construction, have become the standard expectations for other mecha model kits.
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Due to the fantasy nature of most anime robots, and the necessary simplicity of cel-animated designs, mecha models lend themselves well to stylized work, improvisations, and simple scratchbuilds. One of Gundam's contributions to the genre was the use of a gritty wartime backstory as a part of the fantasy, and so it is almost equally fashionable to build the robots in a weathered, beaten style, as would often be expected for AFV kits as to build them in a more stylish, pristine manner.
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Model rocket kits began as a development of model aircraft kits, yet the scale of 1:72 [V.close to 4 mm.::1foot] never caught on. Scales 1:48 and 1:96 are used. There are some rockets of scales 1:128, 1:144, and 1:200, but Russian firms put their large rockets in 1:288. Heller SA offers some models in the scale of 1:125.
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Science fiction space ships are heavily popular in the modeling community. Models based on ships from such franchises as Star Trek, Star Wars, and Battlestar Galactica are regularly sold and created in scales ranging from 1:24 for fighters and smaller ships to 1:1000, 1:1400, and 1:2500 for most main franchise ships, and up to 1:10000 for the larger Star Wars ships (for especially objects like the Death Stars and Super Star Destroyers, even smaller scales are used). Finemolds in Japan have recently released a series of high quality injection molded Star Wars kits in 1:72, and this range is supplemented by resin kits from Fantastic Plastic.
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Scale models of people and animals are found in a wide variety of venues, and may be either single-piece objects or kits that must be assembled, usually depending on the purpose of the model. For instance, models of people as well as both domestic and wild animals are often produced for display in model cities or railroads to provide a measure of detail or realism, and scaled relative to the trains, buildings, and other accessories of a certain line of models. If a line of trains or buildings does not feature models of living creatures, those who build the models often buy these items separately from another line so they can feature people or animals. In other cases, scale model lines feature living creatures exclusively, often focusing on educational interests.
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Models of living creatures requiring assembly are not as common as single-piece units, but certainly not unheard of. One of the most prolific kinds of kits requiring assembly that feature living creatures are models of human and animal skeletons. Like their single-piece counterparts, such kits are often touted as being educational activities. Skeleton kits often have unique features such as glow-in-the-dark pieces or attachable internal organs. Again, dinosaurs are a popular subject for such models. There are also garage kits, which are often figures of anime characters in multiple parts that require assembly.
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In the first half of the 20th century, navies used hand-made models of warships for identification and instruction in a variety of scales. That of 1:500 was called "teacher scale." Besides models made in 1:1200 and 1:2400 scales, there were also ones made to 1:2000 and 1:5000. Some, made in Britain, were labelled "1 inch to 110 feet", which would be 1:1320 scale, but aren't necessarily accurate.
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Michele Morciano says small scale ship models were produced in about 1905 linked to the wargaming rules and other publications of Fred T. Jane. The company that standardised on 1:1200 was Bassett-Lowke in 1908. The British Admiralty subsequently contracted with Bassett-Lowke and other companies and individual craftsmen to produce large numbers of recognition models, to this scale, in 1914–18.[11]
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Just before the Second World War, the American naval historian (and science fiction author) Fletcher Pratt published a book on naval wargaming as could be done by civilians using ship models cut off at the waterline to be moved on the floors of basketball courts and similar locales. The scale he used was non-standard (reported as 1:666), and may have been influenced by toy ships then available, but as the hobby progressed, and other rule sets came into use, it was progressively supplemented by the series 1:600, 1:1200, and 1:2400. In Britain, 1:3000 became popular and these models also have come into use in the USA. These had the advantage of approximating the nautical mile as 120 inches, 60 inches, and 30 inches, respectively. As the knot is based on this mile and a 60-minute hour, this was quite handy.
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After the war, firms emerged to produce models from the same white metal used to make toy soldiers. Lines Bros. Ltd, a British firm, offered a tremendously wide range of waterline merchant and naval ships as well as dockyard equipment in the scale 1:1200 which were die-cast in Zamak. In the US, at least one manufacturer, of the wartime 1:1200 recognition models, Comet, made them available for the civilian market postwar, which also drove the change to this scale. In addition, continental European manufacturers and European ship book publishers had adopted the 1:1250 drawing scale because of its similar convenience in size for both models and comparison drawings in books.
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A prestige scale for boats, comparable to that of 1:32 for fighter planes, is 1:72, producing huge models, but there are very few kits marketed in this scale. There are now several clubs around the world for those who choose to scratch-build radio-controlled model ships and submarines in 1:72, which is often done because of the compatibility with naval aircraft kits. For the smaller ships, plank-on-frame or other wood construction kits are offered in the traditional shipyard scales of 1:96, 1:108, or 1:192 (half of 1:96). In injection-molded plastic kits, Airfix makes full-hull models in the scale the Royal Navy has used to compare the relative sizes of ships: 1:600. Revell makes some kits to half the scale of the US Army standard: 1:570. Some American and foreign firms have made models in a proportion from the Engineer's scale: "one-sixtieth-of-an-inch-to-the-foot", or 1:720.
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Many research workers, hydraulics specialists and engineers have used scale models for over a century, in particular in towing tanks. Manned models are small scale models that can carry and be handled by at least one person on an open expanse of water. They must behave just like real ships, giving the shiphandler the same sensations. Physical conditions such as wind, currents, waves, water depths, channels, and berths must be reproduced realistically.
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Manned models are used for research (e.g. ship behaviour), engineering (e.g. port layout) and for training in shiphandling (e.g. maritime pilots, masters and officers). They are usually at 1:25 scale.
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Just before the 20th century, the British historian and science fiction author H. G. Wells published a book, Little Wars, on how to play at battles in miniature. His books use 54 mm lead figures, particularly those manufactured by Britains. His fighting system employed spring-loaded model guns that shot matchsticks.
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This use of physical mechanisms was echoed in the later games of Fred Jane, whose rules required throwing darts at ship silhouettes; his collection of data on the world's fleets was later published and became renowned. Dice have largely replaced this toy mayhem for consumers.
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For over a century, toy soldiers were made of white metal, a lead-based alloy, often in architect's scale-based ratios in the English-speaking countries, and called tin soldiers. After the Second World War, such toys were on the market for children but now made of a safe plastic softer than styrene. American children called these "army men". Many sets were made in the new scale of 1:40. A few styrene model kits of land equipment were offered in this and in 1:48 and 1:32 scales. However, these were swept away by the number of kits in the scale of 1:35.
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Those who continued to develop miniature wargaming preferred smaller scale models, the soldiers still made of soft plastic. Airfix particularly wanted people to buy 1:76 scale soldiers and tanks to go with "00" gauge train equipment. Roco offered 1:87 scale styrene military vehicles to go with "HO" gauge model houses. However, although there is no 1:72 scale model railroad, more toy soldiers are now offered in this scale because it is the same as the popular aircraft scale. The number of fighting vehicles in this scale is also increasing, although the number of auxiliary vehicles available is far fewer than in 1:87 scale.
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A more recent development, especially in wargaming of land battles, is 15 mm white metal miniatures, often referred to as 1:100. The use of 15 mm scale metals has grown quickly since the early 1990s as they allow a more affordable option over 28 mm if large battles are to be refought, or a large number of vehicles represented. The rapid rise in the detail and quality of castings at 15 mm scale has also helped to fuel their uptake by the wargaming community.
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Armies use smaller scales still. The US Army specifies models of the scale 1:285 for its sand table wargaming. There are metal ground vehicles and helicopters in this scale, which is a near "one-quarter-inch-to-six-feet" scale. The continental powers of NATO have developed the similar scale of 1:300, even though metric standardizers really don't like any divisors other than factors of 10, 5, and 2, so maps are not commonly offered in Europe in scales with a "3" in the denominator.
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Consumer wargaming has since expanded into fantasy realms, employing scales large enough to be painted in imaginative detail - so called "heroic" 28 mm figures, (roughly 1:64, or S scale). Firms that produce these make small production lots of white metal.
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Alternatively to the commercial models, some modelers also tend to use scraps to achieve home-made warfare models. While it doesn't always involve wargaming, some modelers insert realistic procedures, enabling a certain realism such as firing guns or shell deflection on small scale models.
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Kits for building an engine model are available, especially for kids. The most popular are the internal combustion, steam, jet, and Stirling model engine. Usually they move using an electric motor or a hand crank, and many of them have a transparent case to show the internal process in action.
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Miniatures and model kits are used in contemporary art whereby artists use both scratch built miniaturizations or commercially manufactured model kits to construct a dialogue between object and viewer. The role of the artist in this type of miniature is not necessarily to re-create an historical event or achieve naturalist realism, but rather to use scale as a mode of articulation in generating conceptual or theoretical exploration. Political, conceptual, and architectural examples are provided by noted artists such as Bodys Isek Kingelez, Jake and Dinos Chapman (otherwise known as the Chapman Brothers), Ricky Swallow, Shaun Wilson, Sven Christoffersen, or the Psikhelekedana artists from Mozambique, James Casebere, Oliver Boberg, and Daniel Dorall.
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The wild boar (Sus scrofa), also known as the "wild swine",[3] "common wild pig",[4] or simply "wild pig",[5] is a suid native to much of the Palearctic, as well as being introduced in the Nearctic, Neotropic, Oceania, the Caribbean islands, and Southeast Asia. Human intervention has spread it further, making the species one of the widest-ranging mammals in the world, as well as the most widespread suiform.[4] It has been assessed as least concern on the IUCN Red List due to its wide range, high numbers, and adaptability to a diversity of habitats.[1] It has become an invasive species in part of its introduced range. Wild boars probably originated in Southeast Asia during the Early Pleistocene[6] and outcompeted other suid species as they spread throughout the Old World.[7]
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As of 1990, up to 16 subspecies are recognized, which are divided into four regional groupings based on skull height and lacrimal bone length.[2] The species lives in matriarchal societies consisting of interrelated females and their young (both male and female). Fully grown males are usually solitary outside the breeding season.[8] The grey wolf is the wild boar's main predator in most of its natural range except in the Far East and the Lesser Sunda Islands, where it is replaced by the tiger and Komodo dragon respectively.[9][10] The wild boar has a long history of association with humans, having been the ancestor of most domestic pig breeds and a big-game animal for millennia. Boars have also re-hybridized in recent decades with feral pigs; these boar–pig hybrids have become a serious pest wild animal in the Americas and Australia.
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As true wild boars became extinct in Great Britain before the development of Modern English, the same terms are often used for both true wild boar and pigs, especially large or semi-wild ones. The English 'boar' stems from the Old English bar, which is thought to be derived from the West Germanic *bairaz, of unknown origin.[11] Boar is sometimes used specifically to refer to males, and may also be used to refer to male domesticated pigs, especially breeding males that have not been castrated.
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'Sow', the traditional name for a female, again comes from Old English and Germanic; it stems from Proto-Indo-European, and is related to the Latin: sus and Greek hus, and more closely to the New High German Sau. The young may be called 'piglets'.
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The animals' specific name scrofa is Latin for 'sow'.[12]
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In hunting terminology, boars are given different designations according to their age:[13]
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MtDNA studies indicate that the wild boar originated from islands in Southeast Asia such as Indonesia and the Philippines, and subsequently spread onto mainland Eurasia and North Africa.[6] The earliest fossil finds of the species come from both Europe and Asia, and date back to the Early Pleistocene.[14] By the late Villafranchian, S. scrofa largely displaced the related S. strozzii, a large, possibly swamp-adapted suid ancestral to the modern S. verrucosus throughout the Eurasian mainland, restricting it to insular Asia.[7] Its closest wild relative is the bearded pig of Malacca and surrounding islands.[3]
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As of 2005[update],[2] 16 subspecies are recognised, which are divided into four regional groupings:
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sahariensis (Heim de Balzac, 1937)
|
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nipponicus (Heude, 1899)
|
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mediterraneus (Ulmansky, 1911)
|
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reiseri (Bolkay, 1925)
|
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sardous (Ströbel, 1882)
|
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|
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With the exception of domestic pigs in Timor and Papua New Guinea (which appear to be of Sulawesi warty pig stock), the wild boar is the ancestor of most pig breeds.[16][24] Archaeological evidence suggests that pigs were domesticated from wild boar as early as 13,000–12,700 BCE in the Near East in the Tigris Basin,[25] being managed in the wild in a way similar to the way they are managed by some modern New Guineans.[26] Remains of pigs have been dated to earlier than 11,400 BCE in Cyprus. Those animals must have been introduced from the mainland, which suggests domestication in the adjacent mainland by then.[27] There was also a separate domestication in China, which took place about 8,000 years ago.[28][29]
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DNA evidence from sub-fossil remains of teeth and jawbones of Neolithic pigs shows that the first domestic pigs in Europe had been brought from the Near East. This stimulated the domestication of local European wild boars, resulting in a third domestication event with the Near Eastern genes dying out in European pig stock. Modern domesticated pigs have involved complex exchanges, with European domesticated lines being exported in turn to the ancient Near East.[30][31] Historical records indicate that Asian pigs were introduced into Europe during the 18th and early 19th centuries.[28] Domestic pigs tend to have much more developed hindquarters than their wild boar ancestors, to the point where 70% of their body weight is concentrated in the posterior, which is the opposite of wild boar, where most of the muscles are concentrated on the head and shoulders.[32]
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The wild boar is a bulky, massively built suid with short and relatively thin legs. The trunk is short and robust, while the hindquarters are comparatively underdeveloped. The region behind the shoulder blades rises into a hump and the neck is short and thick to the point of being nearly immobile. The animal's head is very large, taking up to one-third of the body's entire length.[3] The structure of the head is well suited for digging. The head acts as a plough, while the powerful neck muscles allow the animal to upturn considerable amounts of soil:[33] it is capable of digging 8–10 cm (3.1–3.9 in) into frozen ground and can upturn rocks weighing 40–50 kg (88–110 lb).[9] The eyes are small and deep-set and the ears long and broad. The species has well developed canine teeth, which protrude from the mouths of adult males. The middle hooves are larger and more elongated than the lateral ones and are capable of quick movements.[3] The animal can run at a maximum speed of 40 km/h (25 mph) and jump at a height of 140–150 cm (55–59 in).[9]
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Sexual dimorphism is very pronounced in the species, with males being typically 5–10% larger and 20–30% heavier than females. Males also sport a mane running down the back, which is particularly apparent during autumn and winter.[34] The canine teeth are also much more prominent in males and grow throughout life. The upper canines are relatively short and grow sideways early in life, though they gradually curve upwards. The lower canines are much sharper and longer, with the exposed parts measuring 10–12 cm (3.9–4.7 in) in length. In the breeding period, males develop a coating of subcutaneous tissue, which may be 2–3 cm (0.79–1.18 in) thick, extending from the shoulder blades to the rump, thus protecting vital organs during fights. Males sport a roughly egg-sized sack near the opening of the penis, which collects urine and emits a sharp odour. The function of this sack is not fully understood.[3]
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Adult size and weight is largely determined by environmental factors; boars living in arid areas with little productivity tend to attain smaller sizes than their counterparts inhabiting areas with abundant food and water. In most of Europe, males average 75–100 kg (165–220 lb) in weight, 75–80 cm (30–31 in) in shoulder height and 150 cm (59 in) in body length, whereas females average 60–80 kg (130–180 lb) in weight, 70 cm (28 in) in shoulder height and 140 cm (55 in) in body length. In Europe's Mediterranean regions, males may reach average weights as low as 50 kg (110 lb) and females 45 kg (99 lb), with shoulder heights of 63–65 cm (25–26 in). In the more productive areas of Eastern Europe, males average 110–130 kg (240–290 lb) in weight, 95 cm (37 in) in shoulder height and 160 cm (63 in) in body length, while females weigh 95 kg (209 lb), reach 85–90 cm (33–35 in) in shoulder height and 145 cm (57 in) in body length. In Western and Central Europe, the largest males weigh 200 kg (440 lb) and females 120 kg (260 lb). In Northeastern Asia, large males can reach brown bear-like sizes, weighing 270 kg (600 lb) and measuring 110–118 cm (43–46 in) in shoulder height. Some adult males in Ussuriland and Manchuria have been recorded to weigh 300–350 kg (660–770 lb) and measure 125 cm (49 in) in shoulder height. Adults of this size are generally immune from wolf predation.[35] Such giants are rare in modern times, due to past overhunting preventing animals from attaining their full growth.[3]
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The winter coat consists of long, coarse bristles underlaid with short brown downy fur. The length of these bristles varies along the body, with the shortest being around the face and limbs and the longest running along the back. These back bristles form the aforementioned mane prominent in males and stand erect when the animal is agitated. Colour is highly variable; specimens around Lake Balkhash are very lightly coloured, and can even be white, while some boars from Belarus and Ussuriland can be black. Some subspecies sport a light-coloured patch running backward from the corners of the mouth. Coat colour also varies with age, with piglets having light brown or rusty-brown fur with pale bands extending from the flanks and back.[3]
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The wild boar produces a number of different sounds which are divided into three categories:
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Its sense of smell is very well developed to the point that the animal is used for drug detection in Germany.[37] Its hearing is also acute, though its eyesight is comparatively weak,[3] lacking color vision[37] and being unable to recognise a standing human 10–15 metres (33–49 ft) away.[9]
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Pigs are one of four known mammalian species which possess mutations in the nicotinic acetylcholine receptor that protect against snake venom. Mongooses, honey badgers, hedgehogs, and pigs all have modifications to the receptor pocket which prevents the snake venom α-neurotoxin from binding. These represent four separate, independent mutations.[38]
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Boars are typically social animals, living in female-dominated sounders consisting of barren sows and mothers with young led by an old matriarch. Male boars leave their sounder at the age of 8–15 months, while females either remain with their mothers or establish new territories nearby. Subadult males may live in loosely knit groups, while adult and elderly males tend to be solitary outside the breeding season.[8][a]
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The breeding period in most areas lasts from November to January, though most mating only lasts a month and a half. Prior to mating, the males develop their subcutaneous armour in preparation for confronting rivals. The testicles double in size and the glands secrete a foamy yellowish liquid. Once ready to reproduce, males travel long distances in search of a sounder of sows, eating little on the way. Once a sounder has been located, the male drives off all young animals and persistently chases the sows. At this point, the male fiercely fights potential rivals.[3] A single male can mate with 5–10 sows.[9] By the end of the rut, males are often badly mauled and have lost 20% of their body weight,[3] with bite-induced injuries to the penis being common.[40] The gestation period varies according to the age of the expecting mother. For first-time breeders, it lasts 114–130 days, while it lasts 133–140 days in older sows. Farrowing occurs between March and May, with litter sizes depending on the age and nutrition of the mother. The average litter consists of 4–6 piglets, with the maximum being 10–12.[3][b] The piglets are whelped in a nest constructed from twigs, grasses and leaves. Should the mother die prematurely, the piglets are adopted by the other sows in the sounder.[42]
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Newborn piglets weigh around 600–1,000 grams, lacking underfur and bearing a single milk incisor and canine on each half of the jaw.[3] There is intense competition between the piglets over the most milk-rich nipples, as the best-fed young grow faster and have stronger constitutions.[42] The piglets do not leave the lair for their first week of life. Should the mother be absent, the piglets lie closely pressed to each other. By two weeks of age, the piglets begin accompanying their mother on her journeys. Should danger be detected, the piglets take cover or stand immobile, relying on their camouflage to keep them hidden. The neonatal coat fades after three months, with adult colouration being attained at eight months. Although the lactation period lasts 2.5–3.5 months, the piglets begin displaying adult feeding behaviours at the age of 2–3 weeks. The permanent dentition is fully formed by 1–2 years. With the exception of the canines in males, the teeth stop growing during the middle of the fourth year. The canines in old males continue to grow throughout their lives, curving strongly as they age. Sows attain sexual maturity at the age of one year, with males attaining it a year later. However, estrus usually first occurs after two years in sows, while males begin participating in the rut after 4–5 years, as they are not permitted to mate by the older males.[3] The maximum lifespan in the wild is 10–14 years, though few specimens survive past 4–5 years.[43] Boars in captivity have lived for 20 years.[9]
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The wild boar inhabits a diverse array of habitats from boreal taigas to deserts.[3] In mountainous regions, it can even occupy alpine zones, occurring up to 1,900 m (6,200 ft) in the Carpathians, 2,600 m (8,500 ft) in the Caucasus and up to 3,600–4,000 m (11,800–13,100 ft) in the mountains in Central Asia and Kazakhstan.[3] In order to survive in a given area, wild boars require a habitat fulfilling three conditions: heavily brushed areas providing shelter from predators, water for drinking and bathing purposes and an absence of regular snowfall.[44]
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The main habitats favored by boars in Europe are deciduous and mixed forests, with the most favorable areas consisting of forest composed of oak and beech enclosing marshes and meadows. In the Białowieża Forest, the animal's primary habitat consists of well-developed broad-leaved and mixed forests, along with marshy mixed forests, with coniferous forests and undergrowths being of secondary importance. Forests made up entirely of oak groves and beeches are used only during the fruit-bearing season. This is in contrast to the Caucasian and Transcaucasian mountain areas, where boars will occupy such fruit-bearing forests year-round. In the mountainous areas of the Russian Far East, the species inhabits nutpine groves, hilly mixed forests where Mongolian oak and Korean pine are present, swampy mixed taiga and coastal oak forests. In Transbaikalia, boars are restricted to river valleys with nut pine and shrubs. Boars are regularly encountered in pistachio groves in winter in some areas of Tajikistan and Turkmenistan, while in spring they migrate to open deserts; boar have also colonized deserts in several areas they have been introduced to.[3][44][45]
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On the islands of Komodo and Rinca, the boar mostly inhabits savanna or open monsoon forests, avoiding heavily forested areas unless pursued by humans.[10] Wild boar are known to be competent swimmers, capable of covering long distances. In 2013, one boar was reported to have completed the 11-kilometre (7 mi) swim from France to Alderney in the Channel Islands. Due to concerns about disease, it was shot and incinerated.[46]
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Wild boar rest in shelters, which contain insulating material like spruce branches and dry hay. These resting places are occupied by whole families (though males lie separately) and are often located in the vicinity of streams, in swamp forests and in tall grass or shrub thickets. Boars never defecate in their shelters and will cover themselves with soil and pine needles when irritated by insects.[9]
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The wild boar is a highly versatile omnivore, whose diversity in choice of food is comparable to that of humans.[33] Their foods can be divided into four categories:
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A 50 kg (110 lb) boar needs around 4,000–4,500 calories of food per day, though this required amount increases during winter and pregnancy,[33] with the majority of its diet consisting of food items dug from the ground, like underground plant material and burrowing animals.[3] Acorns and beechnuts are invariably its most important food items in temperate zones,[47] as they are rich in the carbohydrates necessary for the buildup of fat reserves needed to survive lean periods.[33] In Western Europe, underground plant material favoured by boars includes bracken, willow herb, bulbs, meadow herb roots and bulbs and the bulbs of cultivated crops. Such food is favoured in early spring and summer, but may also be eaten in autumn and winter during beechnut and acorn crop failures. Should regular wild foods become scarce, boars will eat tree bark and fungi, as well as visit cultivated potato and artichoke fields.[3] Boar soil disturbance and foraging have been shown to facilitate invasive plants.[48][49] Boars of the vittatus subspecies in Ujung Kulon National Park in Java differ from most other populations by their primarily frugivorous diet, which consists of 50 different fruit species, especially figs, thus making them important seed dispersers.[4] The wild boar can consume numerous genera of poisonous plants without ill effect, including Aconitum, Anemone, Calla, Caltha, Ferula and Pteridium.[9]
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Boars may occasionally prey on small vertebrates like newborn deer fawns, leporids and galliform chicks.[33] Boars inhabiting the Volga Delta and near some lakes and rivers of Kazakhstan have been recorded to feed extensively on fish like carp and Caspian roach. Boars in the former area will also feed on cormorant and heron chicks, bivalved molluscs, trapped muskrats and mice.[3] There is at least one record of a boar killing and eating a bonnet macaque in southern India's Bandipur National Park, though this may have been a case of intraguild predation, brought on by interspecific competition for human handouts.[50]
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Piglets are vulnerable to attack from medium-sized felids like Eurasian lynx, jungle cats and snow leopards and other carnivorans like brown bears and yellow-throated martens.[3]
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The grey wolf is the main predator of wild boar throughout most of its range. A single wolf can kill around 50 to 80 boars of differing ages in one year.[3] In Italy[51] and Belarus' Belovezhskaya Pushcha National Park, boars are the wolf's primary prey, despite an abundance of alternative, less powerful ungulates.[51] Wolves are particularly threatening during the winter, when deep snow impedes the boars' movements. In the Baltic regions, heavy snowfall can allow wolves to eliminate boars from an area almost completely. Wolves primarily target piglets and subadults and only rarely attack adult sows. Adult males are usually avoided entirely.[3] Dholes may also prey on boars, to the point of keeping their numbers down in northwestern Bhutan, despite there being many more cattle in the area.[52]
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Leopards are predators of wild boar in the Caucasus (particularly Transcaucasia), the Russian Far East, India, China[53] and Iran. In most areas, boars constitute only a small part of the leopard's diet. However, in Iran's Sarigol National Park, boars are the second most frequently targeted prey species after mouflon, though adult individuals are generally avoided, as they are above the leopard's preferred weight range of 10–40 kg (22–88 lb).[54] This dependence on wild boar is largely due in part to the local leopard subspecies' large size.[55]
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Boars of all ages were once the primary prey of tigers in Transcaucasia, Kazakhstan, Middle Asia and the Far East up until the late 19th century. In modern times, tiger numbers are too low to have a limiting effect on boar populations. A single tiger can systematically destroy an entire sounder by preying on its members one by one, before moving on to another sounder. Tigers have been noted to chase boars for longer distances than with other prey. In two rare cases, boars were reported to gore a small tiger and a tigress to death in self-defense.[56] In the Amur region, wild boars are one of the two most important prey species for tigers alongside the Manchurian wapiti, with the two species collectively comprising roughly 80% of the felid's prey.[57] In Sikhote Alin, a tiger can kill 30–34 boars a year.[9] Studies of tigers in India indicate that boars are usually secondary in preference to various cervids and bovids,[58] though when boars are targeted, healthy adults are caught more frequently than young and sick specimens.[59]
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On the islands of Komodo, Rinca and Flores, the boar's main predator is the Komodo dragon.[10]
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The species originally occurred in North Africa and much of Eurasia; from the British Isles to Korea and the Sunda Islands. The northern limit of its range extended from southern Scandinavia to southern Siberia and Japan. Within this range, it was only absent in extremely dry deserts and alpine zones. It was once found in North Africa along the Nile valley up to Khartum and north of the Sahara. The species occurs on a few Ionian and Aegean Islands, sometimes swimming between islands.[60] The reconstructed northern boundary of the animal's Asian range ran from Lake Ladoga (at 60°N) through the area of Novgorod and Moscow into the southern Urals, where it reached 52°N. From there, the boundary passed Ishim and farther east the Irtysh at 56°N. In the eastern Baraba steppe (near Novosibirsk) the boundary turned steep south, encircled the Altai Mountains and went again eastward including the Tannu-Ola Mountains and Lake Baikal. From here, the boundary went slightly north of the Amur River eastward to its lower reaches at the Sea of Okhotsk. On Sakhalin, there are only fossil reports of wild boar. The southern boundaries in Europe and Asia were almost invariably identical to the seashores of these continents. It is absent in the dry regions of Mongolia from 44–46°N southward, in China westward of Sichuan and in India north of the Himalayas. It is absent in the higher elevations of the Pamir and the Tien Shan, though they do occur in the Tarim basin and on the lower slopes of the Tien Shan.[3]
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In recent centuries, the range of wild boar has changed dramatically, largely due to hunting by humans and more recently because of captive wild boar escaping into the wild. Prior to the 20th century, boar populations had declined in numerous areas, with British populations probably becoming extinct during the 13th century.[61] In the warm period after the ice age, wild boar lived in the southern parts of Sweden and Norway and north of Lake Ladoga in Karelia.[62] It was previously thought that the species did not live in Finland during prehistory because no prehistoric wild boar bones had been found within the borders of the country.[63][64] It was not until 2013, when a wild boar bone was found in Askola, that the species was found to have lived in Finland more than 8,000 years ago. It is believed, however, that man prevented its establishment by hunting.[65][66] In Denmark, the last boar was shot at the beginning of the 19th century, and by 1900 they were absent in Tunisia and Sudan and large areas of Germany, Austria and Italy. In Russia, they were extirpated in wide areas by the 1930s.[3] The last boar in Egypt reportedly died on 20 December 1912 in the Giza Zoo, with wild populations having disappeared by 1894–1902. Prince Kamal el Dine Hussein attempted to repopulate Wadi El Natrun with boars of Hungarian stock, but they were quickly exterminated by poachers.[67]
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A revival of boar populations began in the middle of the 20th century. By 1950, wild boar had once again reached their original northern boundary in many parts of their Asiatic range. By 1960, they reached Leningrad and Moscow and by 1975, they were to be found in Archangelsk and Astrakhan. In the 1970s they again occurred in Denmark and Sweden, where captive animals escaped and now survive in the wild. In England, wild boar populations re-established themselves in the 1990s, after escaping from specialist farms that had imported European stock.[61]
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Wild boars were apparently already becoming rare by the 11th century since a 1087 forestry law enacted by William the Conqueror punishes through blinding the unlawful killing of a boar. Charles I attempted to reintroduce the species into the New Forest, though this population was exterminated during the Civil War.
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Between their medieval extinction and the 1980s, when wild boar farming began, only a handful of captive wild boar, imported from the continent, were present in Britain. Occasional escapes of wild boar from wildlife parks have occurred as early as the 1970s, but since the early 1990s significant populations have re-established themselves after escapes from farms, the number of which has increased as the demand for meat from the species has grown. A 1998 MAFF (now DEFRA) study on wild boar living wild in Britain confirmed the presence of two populations of wild boar living in Britain; one in Kent/East Sussex and another in Dorset.[61] Another DEFRA report, in February 2008,[68] confirmed the existence of these two sites as 'established breeding areas' and identified a third in Gloucestershire/Herefordshire; in the Forest of Dean/Ross on Wye area. A 'new breeding population' was also identified in Devon. There is another significant population in Dumfries and Galloway. Populations estimates were as follows:
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Population estimates for the Forest of Dean are disputed as, at the time that the DEFRA population estimate was 100, a photo of a boar sounder in the forest near Staunton with over 33 animals visible was published and at about the same time over 30 boar were seen in a field near the original escape location of Weston under Penyard many kilometres or miles away. In early 2010 the Forestry Commission embarked on a cull,[70] with the aim of reducing the boar population from an estimated 150 animals to 100. By August it was stated that efforts were being made to reduce the population from 200 to 90, but that only 25 had been killed.[71] The failure to meet cull targets was confirmed in February 2011.[72]
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Wild boars have crossed the River Wye into Monmouthshire, Wales. Iolo Williams, the BBC Wales wildlife expert, attempted to film Welsh boar in late 2012.[73] Many other sightings, across the UK, have also been reported.[74] The effects of wild boar on the U.K.'s woodlands were discussed with Ralph Harmer of the Forestry Commission on the BBC Radio's Farming Today radio programme in 2011. The programme prompted activist writer George Monbiot to propose a thorough population study, followed by the introduction of permit-controlled culling.[75]
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Wild boars are an invasive species in the Americas and cause problems including out-competing native species for food, destroying the nests of ground-nesting species, killing fawns and young domestic livestock, destroying agricultural crops, eating tree seeds and seedlings, destroying native vegetation and wetlands through wallowing, damaging water quality, coming into violent conflict with humans and pets and carrying pig and human diseases including brucellosis, trichinosis and pseudorabies. In some jurisdictions, it is illegal to import, breed, release, possess, sell, distribute, trade, transport, hunt, or trap Eurasian boars. Hunting and trapping is done systematically, to increase the chance of eradication and to remove the incentive to illegally release boars, which have mostly been spread deliberately by sport hunters.[76]
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While domestic pigs, both captive and feral (popularly termed "razorbacks"), have been in North America since the earliest days of European colonization, pure wild boars were not introduced into the New World until the 19th century. The suids were released into the wild by wealthy landowners as big game animals. The initial introductions took place in fenced enclosures, though several escapes occurred, with the escapees sometimes intermixing with already established feral pig populations.
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The first of these introductions occurred in New Hampshire in 1890. Thirteen wild boars from Germany were purchased by Austin Corbin from Carl Hagenbeck and released into a 9,500-hectare (23,000-acre) game preserve in Sullivan County. Several of these boars escaped, though they were quickly hunted down by locals. Two further introductions were made from the original stocking, with several escapes taking place due to breaches in the game preserve's fencing. These escapees have ranged widely, with some specimens having been observed crossing into Vermont.[77]
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In 1902, 15–20 wild boar from Germany were released into a 3,200-hectare (7,900-acre) estate in Hamilton County, New York. Several specimens escaped six years later, dispersing into the William C. Whitney Wilderness Area, with their descendants surviving for at least 20 years.[77]
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The most extensive boar introduction in the US took place in western North Carolina in 1912, when 13 boars of undetermined European origin were released into two fenced enclosures in a game preserve in Hooper Bald, Graham County. Most of the specimens remained in the preserve for the next decade, until a large-scale hunt caused the remaining animals to break through their confines and escape. Some of the boars migrated to Tennessee, where they intermixed with both free-ranging and feral pigs in the area. In 1924, a dozen Hooper Bald wild pigs were shipped to California and released in a property between Carmel Valley and the Los Padres National Forest. These hybrid boar were later used as breeding stock on various private and public lands throughout the state, as well as in other states like Florida, Georgia, South Carolina, West Virginia and Mississippi.[77]
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Several wild boars from Leon Springs and the San Antonio, Saint Louis and San Diego Zoos were released in the Powder Horn Ranch in Calhoun County, Texas, in 1939. These specimens escaped and established themselves in surrounding ranchlands and coastal areas, with some crossing the Espiritu Santo Bay and colonizing Matagorda Island. Descendants of the Powder Horn Ranch boars were later released onto San José Island and the coast of Chalmette, Louisiana.[77]
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Wild boar of unknown origin were stocked in a ranch in the Edwards Plateau in the 1940s, only to escape during a storm and hybridize with local feral pig populations, later spreading into neighboring counties.[77]
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Starting in the mid-1980s, several boars purchased from the San Diego Zoo and Tierpark Berlin were released into the United States. A decade later, more specimens from farms in Canada and Białowieża Forest were let loose. In recent years, wild pig populations have been reported in 44 states within the US, most of which are likely wild boar–feral hog hybrids. Pure wild boar populations may still be present, but are extremely localized.[77]
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Wild boars are known to host at least 20 different parasitic worm species, with maximum infections occurring in summer. Young animals are vulnerable to helminths like Metastrongylus, which are consumed by boars through earthworms and cause death by parasitising the lungs. Wild boar also carry parasites known to infect humans, including Gastrodiscoides, Trichinella spiralis, Taenia solium, Balantidium coli and Toxoplasma gondii.[78] Wild boar in southern regions are frequently infested with ticks (Dermacentor, Rhipicephalus, and Hyalomma) and hog lice. The species also suffers from blood-sucking flies, which it escapes by bathing frequently or hiding in dense shrubs.[3]
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Swine plague spreads very quickly in wild boar, with epizootics being recorded in Germany, Poland, Hungary, Belarus, the Caucasus, the Far East, Kazakhstan and other regions. Foot-and-mouth disease can also take on epidemic proportions in boar populations. The species occasionally, but rarely contracts Pasteurellosis, hemorrhagic sepsis, tularemia, and anthrax. Wild boar may on occasion contract swine erysipelas through rodents or hog lice and ticks.[3]
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The wild boar features prominently in the cultures of Indo-European people, many of which saw the animal as embodying warrior virtues. Cultures throughout Europe and Asia Minor saw the killing of a boar as proof of one's valor and strength. Neolithic hunter gatherers depicted reliefs of ferocious wild boars on their temple pillars at Göbekli Tepe some 11,600 years ago.[80][81] Virtually all heroes in Greek mythology fight or kill a boar at one point. The demigod Herakles' third labour involves the capture of the Erymanthian Boar, Theseus slays the wild sow Phaea, and a disguised Odysseus is recognised by his handmaiden Eurycleia by the scars inflicted on him by a boar during a hunt in his youth.[82] To the mythical Hyperboreans, the boar represented spiritual authority.[79] Several Greek myths use the boar as a symbol of darkness, death and winter. One example is the story of the youthful Adonis, who is killed by a boar and is permitted by Zeus to depart from Hades only during the spring and summer period. This theme also occurs in Irish and Egyptian mythology, where the animal is explicitly linked to the month of October, therefore autumn. This association likely arose from aspects of the boar's actual nature. Its dark colour was linked to the night, while its solitary habits, proclivity to consume crops and nocturnal nature were associated with evil.[83] The foundation myth of Ephesus has the city being built over the site where Prince Androklos of Athens killed a boar.[84] Boars were frequently depicted on Greek funerary monuments alongside lions, representing gallant losers who have finally met their match, as opposed to victorious hunters as lions are. The theme of the doomed, yet valorous boar warrior also occurred in Hittite culture, where it was traditional to sacrifice a boar alongside a dog and a prisoner of war after a military defeat.[82]
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The boar as a warrior also appears in Scandinavian, Germanic and Anglo-Saxon culture, with its image having been frequently engraved on helmets, shields and swords. According to Tacitus, the Baltic Aesti featured boars on their helmets and may have also worn boar masks (see for example the Guilden Morden boar). The boar and pig were held in particularly high esteem by the Celts, who considered them to be their most important sacred animal. Some Celtic deities linked to boars include Moccus and Veteris. It has been suggested that some early myths surrounding the Welsh hero Culhwch involved the character being the son of a boar god.[82] Nevertheless, the importance of the boar as a culinary item among Celtic tribes may have been exaggerated in popular culture by the Asterix series, as wild boar bones are rare among Celtic archaeological sites and the few that do occur show no signs of butchery, having probably been used in sacrificial rituals.[85]
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The boar also appears in Vedic mythology and Hindu mythology. A story present in the Brahmanas has the god Indra slaying an avaricious boar, who has stolen the treasure of the asuras, then giving its carcass to the god Vishnu, who offered it as a sacrifice to the gods. In the story's retelling in the Charaka Samhita, the boar is described as a form of Prajapati and is credited with having raised the Earth from the primeval waters. In the Ramayana and the Puranas, the same boar is portrayed as Varaha, an avatar of Vishnu.[86]
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In Japanese culture, the boar is widely seen as a fearsome and reckless animal, to the point that several words and expressions in Japanese referring to recklessness include references to boars. The boar is the last animal of the Oriental zodiac, with people born during the year of the Pig being said to embody the boar-like traits of determination and impetuosity. Among Japanese hunters, the boar's courage and defiance is a source of admiration and it is not uncommon for hunters and mountain people to name their sons after the animal inoshishi (猪). Boars are also seen as symbols of fertility and prosperity; in some regions, it is thought that boars are drawn to fields owned by families including pregnant women, and hunters with pregnant wives are thought to have greater chances of success when boar hunting. The animal's link to prosperity was illustrated by its inclusion on the ¥10 note during the Meiji period and it was once believed that a man could become wealthy by keeping a clump of boar hair in his wallet.[87]
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In the folklore of the Mongol Altai Uriankhai tribe, the wild boar was associated with the watery underworld, as it was thought that the spirits of the dead entered the animal's head, to be ultimately transported to the water.[88] Prior to the conversion to Islam, the Kyrgyz people believed that they were descended from boars and thus did not eat pork. In Buryat mythology, the forefathers of the Buryats descended from heaven and were nourished by a boar.[89] In China, the boar is the emblem of the Miao people.[79]
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The boar (sanglier) is frequently displayed in English, Scottish and Welsh heraldry. As with the lion, the boar is often shown as armed and langued. As with the bear, Scottish and Welsh heraldry displays the boar's head with the neck cropped, unlike the English version, which retains the neck.[90] The white boar served as the badge of King Richard III of England, who distributed it among his northern retainers during his tenure as Duke of Gloucester.[91]
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Humans have been hunting boar for millennia, the earliest artistic depictions of such activities dating back to the Upper Paleolithic.[82] The animal was seen as a source of food among the Ancient Greeks, as well as a sporting challenge and source of epic narratives. The Romans inherited this tradition, with one of its first practitioners being Scipio Aemilianus. Boar hunting became particularly popular among the young nobility during the 3rd century BC as preparation for manhood and battle. A typical Roman boar hunting tactic involved surrounding a given area with large nets, then flushing the boar with dogs and immobilizing it with smaller nets. The animal would then be dispatched with a venabulum, a short spear with a crossguard at the base of the blade. More than their Greek predecessors, the Romans extensively took inspiration from boar hunting in their art and sculpture. With the ascension of Constantine the Great, boar hunting took on Christian allegorical themes, with the animal being portrayed as a "black beast" analogous to the dragon of Saint George. Boar hunting continued after the fall of the Western Roman Empire, though the Germanic tribes considered the red deer to be a more noble and worthy quarry. The post-Roman nobility hunted boar as their predecessors did, but primarily as training for battle rather than sport. It was not uncommon for medieval hunters to deliberately hunt boars during the breeding season when the animals were more aggressive. During the Renaissance, when deforestation and the introduction of firearms reduced boar numbers, boar hunting became the sole prerogative of the nobility, one of many charges brought up against the rich during the German Peasants' War and the French Revolution.[92] During the mid-20th century, 7,000–8,000 boars were caught in the Caucasus, 6,000–7,000 in Kazakhstan and about 5,000 in Central Asia during the Soviet period, primarily through the use of dogs and beats.[3] In Nepal, farmers and poachers eliminate boars by baiting balls of wheat flour containing explosives with kerosene oil, with the animals' chewing motions triggering the devices.[93]
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Wild boar can thrive in captivity, though piglets grow slowly and poorly without their mothers. Products derived from wild boar include meat, hide and bristles.[3] Apicius devotes a whole chapter to the cooking of boar meat, providing 10 recipes involving roasting, boiling and what sauces to use. The Romans usually served boar meat with garum.[94] Boar's head was the centrepiece of most medieval Christmas celebrations among the nobility.[95] Although growing in popularity as a captive-bred source of food, the wild boar takes longer to mature than most domestic pigs and it is usually smaller and produces less meat. Nevertheless, wild boar meat is leaner and healthier than pork,[96] being of higher nutritional value and having a much higher concentration of essential amino acids.[97] Most meat-dressing organizations agree that a boar carcass should yield 50 kg (110 lb) of meat on average. Large specimens can yield 15–20 kg (33–44 lb) of fat, with some giants yielding 30 kg (66 lb) or more. A boar hide can measure 300 dm2 (4,700 sq in) and can yield 350–1,000 grams (12–35 oz) of bristle and 400 grams (14 oz) of underwool.[3]
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Roman relief of a dog confronting a boar, Cologne
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Southern Indian depiction of boar hunt, c. 1540
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Pig-sticking in British India
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Boar shot in Volgograd Oblast, Russia
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The Boar Hunt – Hans Wertinger, c. 1530, the Danube Valley
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Boars can be damaging to agriculture in situations where their natural habitat is sparse. Populations living on the outskirts of towns or farms can dig up potatoes and damage melons, watermelons and maize. However, they generally only encroach upon farms when natural food is scarce. In the Belovezh forest for example, 34–47% of the local boar population will enter fields in years of moderate availability of natural foods. While the role of boars in damaging crops is often exaggerated,[3] cases are known of boar depredations causing famines, as was the case in Hachinohe, Japan in 1749, where 3,000 people died of what became known as the "wild boar famine". Still, within Japanese culture, the boar's status as vermin is expressed through its title as "king of pests" and the popular saying (addressed to young men in rural areas) "When you get married, choose a place with no wild boar."[87][98]
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In Central Europe, farmers typically repel boars through distraction or fright, while in Kazakhstan it is usual to employ guard dogs in plantations. Although large boar populations can play an important role in limiting forest growth, they are also useful in keeping pest populations such as June bugs under control.[3] The growth of urban areas and the corresponding decline in natural boar habitats has led to some sounders entering human habitations in search of food. As in natural conditions, sounders in peri-urban areas are matriarchal, though males tend to be much less represented and adults of both sexes can be up to 35% heavier than their forest-dwelling counterparts. As of 2010, at least 44 cities in 15 countries have experienced problems of some kind relating to the presence of habituated wild boar.[99]
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Actual attacks on humans are rare, but can be serious, resulting in penetrating injuries to the lower part of the body. They generally occur during the boars' rutting season from November to January, in agricultural areas bordering forests or on paths leading through forests. The animal typically attacks by charging and pointing its tusks towards the intended victim, with most injuries occurring on the thigh region. Once the initial attack is over, the boar steps back, takes position and attacks again if the victim is still moving, only ending once the victim is completely incapacitated.[100][101]
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Boar attacks on humans have been documented since the Stone Age, with one of the oldest depictions being a cave painting in Bhimbetaka, India. The Romans and Ancient Greeks wrote of these attacks (Odysseus was wounded by a boar and Adonis was killed by one). A 2012 study compiling recorded attacks from 1825–2012 found accounts of 665 human victims of both wild boars and feral pigs, with the majority (19%) of attacks in the animal's native range occurring in India. Most of the attacks occurred in rural areas during the winter months in non-hunting contexts and were committed by solitary males.[102]
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Valentin Louis Georges Eugène Marcel Proust (/pruːst/;[1] French: [maʁsɛl pʁust]; 10 July 1871 – 18 November 1922) was a French novelist, critic, and essayist who authored the monumental novel À la recherche du temps perdu (In Search of Lost Time; earlier rendered as Remembrance of Things Past), published in seven parts between 1913 and 1927. He is considered by critics and writers to be one of the most influential authors of the 20th century.[2][3]
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Proust was born on July 10, 1871, shortly after the conclusion of the Franco-Prussian war and at the very beginning of the Third Republic.[4] His birth took place in the Paris Borough of Auteuil (the south-western sector of the then-rustic 16th arrondissement) at the home of his great-uncle on 10 July 1871, two months after the Treaty of Frankfurt formally ended the Franco-Prussian War. He was born during the violence that surrounded the suppression of the Paris Commune, and his childhood corresponded with the consolidation of the French Third Republic. Much of In Search of Lost Time concerns the vast changes, most particularly the decline of the aristocracy and the rise of the middle classes, that occurred in France during the Third Republic and the fin de siècle.
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Proust's father, Adrien Proust, was a prominent pathologist and epidemiologist, studying cholera in Europe and Asia. He wrote numerous articles and books on medicine and hygiene. Proust's mother, Jeanne Clémence (Weil), was the daughter of a wealthy Jewish family from Alsace.[5] Literate and well-read, she demonstrated a well-developed sense of humour in her letters, and her command of English was sufficient to help with her son's translations of John Ruskin.[6] Proust was raised in his father's Catholic faith.[7] He was baptized (on 5 August 1871, at the church of Saint-Louis d'Antin) and later confirmed as a Catholic, but he never formally practised that faith. He later became an atheist and was something of a mystic.[8][9]
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By the age of nine, Proust had had his first serious asthma attack, and thereafter he was considered a sickly child. Proust spent long holidays in the village of Illiers. This village, combined with recollections of his great-uncle's house in Auteuil, became the model for the fictional town of Combray, where some of the most important scenes of In Search of Lost Time take place. (Illiers was renamed Illiers-Combray in 1971 on the occasion of the Proust centenary celebrations.)
|
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|
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In 1882, at the age of eleven, Proust became a pupil at the Lycée Condorcet, but his education was disrupted by his illness. Despite this, he excelled in literature, receiving an award in his final year. Thanks to his classmates, he was able to gain access to some of the salons of the upper bourgeoisie, providing him with copious material for In Search of Lost Time.[10]
|
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|
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Despite his poor health, Proust served a year (1889–90) in the French army, stationed at Coligny Barracks in Orléans, an experience that provided a lengthy episode in The Guermantes' Way, part three of his novel. As a young man, Proust was a dilettante and a social climber whose aspirations as a writer were hampered by his lack of self-discipline. His reputation from this period, as a snob and an amateur, contributed to his later troubles with getting Swann's Way, the first part of his large-scale novel, published in 1913. At this time, he attended the salons of Mme Straus, widow of Georges Bizet and mother of Proust's childhood friend Jacques Bizet, of Madeleine Lemaire and of Mme Arman de Caillavet, one of the models for Madame Verdurin, and mother of his friend Gaston Arman de Caillavet, with whose fiancée (Jeanne Pouquet) he was in love. It is through Mme Arman de Caillavet, he made the acquaintance of Anatole France, her lover.
|
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|
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Proust had a close relationship with his mother. To appease his father, who insisted that he pursue a career, Proust obtained a volunteer position at Bibliothèque Mazarine in the summer of 1896. After exerting considerable effort, he obtained a sick leave that extended for several years until he was considered to have resigned. He never worked at his job, and he did not move from his parents' apartment until after both were dead.[6]
|
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|
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His life and family circle changed markedly between 1900 and 1905. In February 1903, Proust's brother, Robert Proust, married and left the family home. His father died in November of the same year.[11] Finally, and most crushingly, Proust's beloved mother died in September 1905. She left him a considerable inheritance. His health throughout this period continued to deteriorate.
|
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|
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Proust spent the last three years of his life mostly confined to his bedroom, sleeping during the day and working at night to complete his novel.[12] He died of pneumonia and a pulmonary abscess in 1922. He was buried in the Père Lachaise Cemetery in Paris.[13]
|
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|
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Proust was involved in writing and publishing from an early age. In addition to the literary magazines with which he was associated, and in which he published while at school (La Revue verte and La Revue lilas), from 1890 to 1891 he published a regular society column in the journal Le Mensuel.[6] In 1892, he was involved in founding a literary review called Le Banquet (also the French title of Plato's Symposium), and throughout the next several years Proust published small pieces regularly in this journal and in the prestigious La Revue Blanche.
|
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In 1896 Les plaisirs et les jours, a compendium of many of these early pieces, was published. The book included a foreword by Anatole France, drawings by Mme Lemaire in whose salon Proust was a frequent guest, and who inspired Proust's Mme Verdurin. She invited him and Reynaldo Hahn to her château de Réveillon (the model for Mme Verdurin's La Raspelière) in summer 1894, and for three weeks in 1895. This book was so sumptuously produced that it cost twice the normal price of a book its size.
|
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That year Proust also began working on a novel, which was eventually published in 1952 and titled Jean Santeuil by his posthumous editors. Many of the themes later developed in In Search of Lost Time find their first articulation in this unfinished work, including the enigma of memory and the necessity of reflection; several sections of In Search of Lost Time can be read in the first draft in Jean Santeuil. The portrait of the parents in Jean Santeuil is quite harsh, in marked contrast to the adoration with which the parents are painted in Proust's masterpiece. Following the poor reception of Les Plaisirs et les Jours, and internal troubles with resolving the plot, Proust gradually abandoned Jean Santeuil in 1897 and stopped work on it entirely by 1899.
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Beginning in 1895 Proust spent several years reading Thomas Carlyle, Ralph Waldo Emerson, and John Ruskin. Through this reading, he refined his theories of art and the role of the artist in society. Also, in Time Regained Proust's universal protagonist recalls having translated Ruskin's Sesame and Lilies. The artist's responsibility is to confront the appearance of nature, deduce its essence and retell or explain that essence in the work of art. Ruskin's view of artistic production was central to this conception, and Ruskin's work was so important to Proust that he claimed to know "by heart" several of Ruskin's books, including The Seven Lamps of Architecture, The Bible of Amiens, and Praeterita.[6]
|
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Proust set out to translate two of Ruskin's works into French, but was hampered by an imperfect command of English. To compensate for this he made his translations a group affair: sketched out by his mother, the drafts were first revised by Proust, then by Marie Nordlinger, the English cousin of his friend and sometime lover[14] Reynaldo Hahn, then finally polished by Proust. Questioned about his method by an editor, Proust responded, "I don't claim to know English; I claim to know Ruskin".[6][15] The Bible of Amiens, with Proust's extended introduction, was published in French in 1904. Both the translation and the introduction were well-reviewed; Henri Bergson called Proust's introduction "an important contribution to the psychology of Ruskin", and had similar praise for the translation.[6] At the time of this publication, Proust was already translating Ruskin's Sesame and Lilies, which he completed in June 1905, just before his mother's death, and published in 1906. Literary historians and critics have ascertained that, apart from Ruskin, Proust's chief literary influences included Saint-Simon, Montaigne, Stendhal, Flaubert, George Eliot, Fyodor Dostoyevsky, and Leo Tolstoy.
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1908 was an important year for Proust's development as a writer. During the first part of the year he published in various journals pastiches of other writers. These exercises in imitation may have allowed Proust to solidify his own style. In addition, in the spring and summer of the year Proust began work on several different fragments of writing that would later coalesce under the working title of Contre Sainte-Beuve. Proust described his efforts in a letter to a friend: "I have in progress: a study on the nobility, a Parisian novel, an essay on Sainte-Beuve and Flaubert, an essay on women, an essay on pederasty (not easy to publish), a study on stained-glass windows, a study on tombstones, a study on the novel".[6]
|
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From these disparate fragments Proust began to shape a novel on which he worked continually during this period. The rough outline of the work centred on a first-person narrator, unable to sleep, who during the night remembers waiting as a child for his mother to come to him in the morning. The novel was to have ended with a critical examination of Sainte-Beuve and a refutation of his theory that biography was the most important tool for understanding an artist's work. Present in the unfinished manuscript notebooks are many elements that correspond to parts of the Recherche, in particular, to the "Combray" and "Swann in Love" sections of Volume 1, and to the final section of Volume 7. Trouble with finding a publisher, as well as a gradually changing conception of his novel, led Proust to shift work to a substantially different project that still contained many of the same themes and elements. By 1910 he was at work on À la recherche du temps perdu.
|
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Begun in 1909, when Proust was 38 years old, À la recherche du temps perdu consists of seven volumes totaling around 3,200 pages (about 4,300 in The Modern Library's translation) and featuring more than 2,000 characters. Graham Greene called Proust the "greatest novelist of the 20th century",[16] and W. Somerset Maugham called the novel the "greatest fiction to date".[citation needed] André Gide was initially not so taken with his work. The first volume was refused by the publisher Gallimard on Gide's advice. He later wrote to Proust apologizing for his part in the refusal and calling it one of the most serious mistakes of his life.[17]
|
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Proust died before he was able to complete his revision of the drafts and proofs of the final volumes, the last three of which were published posthumously and edited by his brother Robert.
|
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The book was translated into English by C. K. Scott Moncrieff, appearing under the title Remembrance of Things Past between 1922 and 1931. Scott Moncrieff translated volumes one through six of the seven volumes, dying before completing the last. This last volume was rendered by other translators at different times. When Scott Moncrieff's translation was later revised (first by Terence Kilmartin, then by D. J. Enright) the title of the novel was changed to the more literal In Search of Lost Time.
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In 1995 Penguin undertook a fresh translation of the book by editor Christopher Prendergast and seven translators in three countries, based on the latest, most complete and authoritative French text. Its six volumes, comprising Proust's seven, were published in Britain under the Allen Lane imprint in 2002.
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Proust is known to have been homosexual, and his sexuality and relationships with men are often discussed by his biographers.[18] Although his housekeeper, Céleste Albaret, denies this aspect of Proust's sexuality in her memoirs,[19] her denial runs contrary to the statements of many of Proust's friends and contemporaries, including his fellow writer André Gide[20] as well as his valet Ernest A. Forssgren.[21]
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Proust never openly admitted to his homosexuality, though his family and close friends either knew or suspected it. In 1897, he even fought a duel with writer Jean Lorrain, who publicly questioned the nature of Proust's relationship with Lucien Daudet (both duelists survived).[22] Despite Proust's own public denial, his romantic relationship with composer Reynaldo Hahn,[14] and his infatuation with his chauffeur and secretary, Alfred Agostinelli, are well documented.[23] On the night of 11 January 1918, Proust was one of the men identified by police in a raid on a male brothel run by Albert Le Cuziat.[24] Proust's friend, the poet Paul Morand, openly teased Proust about his visits to male prostitutes. In his journal, Morand refers to Proust, as well as Gide, as “constantly hunting, never satiated by their adventures … eternal prowlers, tireless sexual adventurers."[25]
|
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The exact influence of Proust's sexuality on his writing is a topic of debate.[26] However, In Search of Lost Time discusses homosexuality at length and features several principal characters, both men and women, who are either homosexual or bisexual: the Baron de Charlus, Robert de Saint-Loup, and Albertine Simonet.[27] Homosexuality also appears as a theme in Les plaisirs et les jours and his unfinished novel, Jean Santeuil.
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Proust inherited much of his mother's political outlook, which was supportive of the French Third Republic and near the liberal centre of French politics.[28] In an 1892 article published in Le Banquet entitled "L'Irréligion d'État", Proust condemned extreme anti-clerical measures such as the expulsion of monks, observing that "one might just be surprised that the negation of religion should bring in its wake the same fanaticism, intolerance, and persecution as religion itself."[28][29] He argued that socialism posed a greater threat to society than the Church.[28] He was equally critical of the right, lambasting "the insanity of the conservatives," whom he deemed "as dumb and ungrateful as under Charles X," and referring to Pope Pius X's obstinacy as foolish.[30] Proust always rejected the bigoted and illiberal views harbored by many priests at the time, but believed that the most enlightened clerics could be just as progressive as the most enlightened secularists, and that both could serve the cause of "the advanced liberal Republic."[31] He approved of the more moderate stance taken in 1906 by Aristide Briand, whom he described as "admirable."[30]
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Proust was among the earliest Dreyfusards, even attending Émile Zola's trial and proudly claiming to have been the one who asked Anatole France to sign the petition in support of Dreyfus's innocence.[32] In 1919, when representatives of the right-wing Action Française published a manifesto upholding French colonialism and the Catholic Church as the embodiment of civilised values, Proust rejected their nationalism and chauvinism in favor of a liberal pluralist vision which acknowledged Christianity's cultural legacy in France.[28] Julien Benda commended Proust in La Trahison des clercs as a writer who distinguished himself from his generation by avoiding the twin traps of nationalism and class sectarianism.[28]
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Jean Béraud, La Sortie du lycée Condorcet
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102 Boulevard Haussmann, Paris, where Marcel Proust lived from 1907 to 1919
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Robert de Montesquiou, the main inspiration for Baron de Charlus in À la recherche du temps perdu
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Mme Arman de Caillavet
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Grave of Marcel Proust at Père Lachaise Cemetery
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Money is any item or verifiable record that is generally accepted as payment for goods and services and repayment of debts, such as taxes, in a particular country or socio-economic context.[1][2][3] The main functions of money are distinguished as: a medium of exchange, a unit of account, a store of value and sometimes, a standard of deferred payment.[4][5] Any item or verifiable record that fulfils these functions can be considered as money.
|
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Money is historically an emergent market phenomenon establishing a commodity money, but nearly all contemporary money systems are based on fiat money.[4] Fiat money, like any check or note of debt, is without use value as a physical commodity.[citation needed] It derives its value by being declared by a government to be legal tender; that is, it must be accepted as a form of payment within the boundaries of the country, for "all debts, public and private".[6][better source needed] Counterfeit money can cause good money to lose its value.
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The money supply of a country consists of currency (banknotes and coins) and, depending on the particular definition used, one or more types of bank money (the balances held in checking accounts, savings accounts, and other types of bank accounts). Bank money, which consists only of records (mostly computerized in modern banking), forms by far the largest part of broad money in developed countries.[7][8][9]
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|
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The word "money" is believed to originate from a temple of Juno, on Capitoline, one of Rome's seven hills. In the ancient world Juno was often associated with money. The temple of Juno Moneta at Rome was the place where the mint of Ancient Rome was located.[10] The name "Juno" may derive from the Etruscan goddess Uni (which means "the one", "unique", "unit", "union", "united") and "Moneta" either from the Latin word "monere" (remind, warn, or instruct) or the Greek word "moneres" (alone, unique).
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In the Western world, a prevalent term for coin-money has been specie, stemming from Latin in specie, meaning 'in kind'.[11]
|
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The use of barter-like methods may date back to at least 100,000 years ago, though there is no evidence of a society or economy that relied primarily on barter.[12][13] Instead, non-monetary societies operated largely along the principles of gift economy and debt.[14][15] When barter did in fact occur, it was usually between either complete strangers or potential enemies.[16]
|
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Many cultures around the world eventually developed the use of commodity money. The Mesopotamian shekel was a unit of weight, and relied on the mass of something like 160 grains of barley.[17] The first usage of the term came from Mesopotamia circa 3000 BC. Societies in the Americas, Asia, Africa and Australia used shell money – often, the shells of the cowry (Cypraea moneta L. or C. annulus L.). According to Herodotus, the Lydians were the first people to introduce the use of gold and silver coins.[18] It is thought by modern scholars that these first stamped coins were minted around 650–600 BC.[19]
|
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The system of commodity money eventually evolved into a system of representative money.[citation needed] This occurred because gold and silver merchants or banks would issue receipts to their depositors – redeemable for the commodity money deposited. Eventually, these receipts became generally accepted as a means of payment and were used as money. Paper money or banknotes were first used in China during the Song dynasty. These banknotes, known as "jiaozi", evolved from promissory notes that had been used since the 7th century. However, they did not displace commodity money, and were used alongside coins. In the 13th century, paper money became known in Europe through the accounts of travelers, such as Marco Polo and William of Rubruck.[20] Marco Polo's account of paper money during the Yuan dynasty is the subject of a chapter of his book, The Travels of Marco Polo, titled "How the Great Kaan Causeth the Bark of Trees, Made Into Something Like Paper, to Pass for Money All Over his Country."[21] Banknotes were first issued in Europe by Stockholms Banco in 1661, and were again also used alongside coins. The gold standard, a monetary system where the medium of exchange are paper notes that are convertible into pre-set, fixed quantities of gold, replaced the use of gold coins as currency in the 17th–19th centuries in Europe. These gold standard notes were made legal tender, and redemption into gold coins was discouraged. By the beginning of the 20th century almost all countries had adopted the gold standard, backing their legal tender notes with fixed amounts of gold.
|
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After World War II and the Bretton Woods Conference, most countries adopted fiat currencies that were fixed to the U.S. dollar. The U.S. dollar was in turn fixed to gold. In 1971 the U.S. government suspended the convertibility of the U.S. dollar to gold. After this many countries de-pegged their currencies from the U.S. dollar, and most of the world's currencies became unbacked by anything except the governments' fiat of legal tender and the ability to convert the money into goods via payment. According to proponents of modern money theory, fiat money is also backed by taxes. By imposing taxes, states create demand for the currency they issue.[22]
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Heterodox
|
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+
In Money and the Mechanism of Exchange (1875), William Stanley Jevons famously analyzed money in terms of four functions: a medium of exchange, a common measure of value (or unit of account), a standard of value (or standard of deferred payment), and a store of value. By 1919, Jevons's four functions of money were summarized in the couplet:
|
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+
|
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+
This couplet would later become widely popular in macroeconomics textbooks.[24] Most modern textbooks now list only three functions, that of medium of exchange, unit of account, and store of value, not considering a standard of deferred payment as a distinguished function, but rather subsuming it in the others.[4][25][26]
|
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|
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+
There have been many historical disputes regarding the combination of money's functions, some arguing that they need more separation and that a single unit is insufficient to deal with them all. One of these arguments is that the role of money as a medium of exchange is in conflict with its role as a store of value: its role as a store of value requires holding it without spending, whereas its role as a medium of exchange requires it to circulate.[5] Others argue that storing of value is just deferral of the exchange, but does not diminish the fact that money is a medium of exchange that can be transported both across space and time. The term "financial capital" is a more general and inclusive term for all liquid instruments, whether or not they are a uniformly recognized tender.
|
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When money is used to intermediate the exchange of goods and services, it is performing a function as a medium of exchange. It thereby avoids the inefficiencies of a barter system, such as the "coincidence of wants" problem. Money's most important usage is as a method for comparing the values of dissimilar objects.
|
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|
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A unit of account (in economics)[27] is a standard numerical monetary unit of measurement of the market value of goods, services, and other transactions. Also known as a "measure" or "standard" of relative worth and deferred payment, a unit of account is a necessary prerequisite for the formulation of commercial agreements that involve debt.
|
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|
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+
Money acts as a standard measure and common denomination of trade. It is thus a basis for quoting and bargaining of prices. It is necessary for developing efficient accounting systems.
|
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+
|
35 |
+
While standard of deferred payment is distinguished by some texts,[5] particularly older ones, other texts subsume this under other functions.[4][25][26][clarification needed] A "standard of deferred payment" is an accepted way to settle a debt – a unit in which debts are denominated, and the status of money as legal tender, in those jurisdictions which have this concept, states that it may function for the discharge of debts. When debts are denominated in money, the real value of debts may change due to inflation and deflation, and for sovereign and international debts via debasement and devaluation.
|
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|
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+
To act as a store of value, a money must be able to be reliably saved, stored, and retrieved – and be predictably usable as a medium of exchange when it is retrieved. The value of the money must also remain stable over time. Some have argued that inflation, by reducing the value of money, diminishes the ability of the money to function as a store of value.[4]
|
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|
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+
To fulfill its various functions, money must have certain properties:[28]
|
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+
|
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+
In economics, money is any financial instrument that can fulfill the functions of money (detailed above). These financial instruments together are collectively referred to as the money supply of an economy. In other words, the money supply is the number of financial instruments within a specific economy available for purchasing goods or services. Since the money supply consists of various financial instruments (usually currency, demand deposits and various other types of deposits), the amount of money in an economy is measured by adding together these financial instruments creating a monetary aggregate.
|
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Modern monetary theory distinguishes among different ways to measure the stock of money or money supply, reflected in different types of monetary aggregates, using a categorization system that focuses on the liquidity of the financial instrument used as money. The most commonly used monetary aggregates (or types of money) are conventionally designated M1, M2 and M3. These are successively larger aggregate categories: M1 is currency (coins and bills) plus demand deposits (such as checking accounts); M2 is M1 plus savings accounts and time deposits under $100,000; and M3 is M2 plus larger time deposits and similar institutional accounts. M1 includes only the most liquid financial instruments, and M3 relatively illiquid instruments. The precise definition of M1, M2 etc. may be different in different countries.
|
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|
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Another measure of money, M0, is also used; unlike the other measures, it does not represent actual purchasing power by firms and households in the economy.[citation needed] M0 is base money, or the amount of money actually issued by the central bank of a country. It is measured as currency plus deposits of banks and other institutions at the central bank. M0 is also the only money that can satisfy the reserve requirements of commercial banks.
|
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+
|
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+
In current economic systems, money is created by two procedures:
|
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+
|
49 |
+
Legal tender, or narrow money (M0) is the cash money created by a Central Bank by minting coins and printing banknotes.
|
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+
|
51 |
+
Bank money, or broad money (M1/M2) is the money created by private banks through the recording of loans as deposits of borrowing clients, with partial support indicated by the cash ratio. Currently, bank money is created as electronic money.
|
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+
|
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+
In most countries, the majority of money is mostly created as M1/M2 by commercial banks making loans. Contrary to some popular misconceptions, banks do not act simply as intermediaries, lending out deposits that savers place with them, and do not depend on central bank money (M0) to create new loans and deposits.[29]
|
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|
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"Market liquidity" describes how easily an item can be traded for another item, or into the common currency within an economy. Money is the most liquid asset because it is universally recognised and accepted as the common currency. In this way, money gives consumers the freedom to trade goods and services easily without having to barter.
|
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+
Liquid financial instruments are easily tradable and have low transaction costs. There should be no (or minimal) spread between the prices to buy and sell the instrument being used as money.
|
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+
|
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+
Many items have been used as commodity money such as naturally scarce precious metals, conch shells, barley, beads etc., as well as many other things that are thought of as having value. Commodity money value comes from the commodity out of which it is made. The commodity itself constitutes the money, and the money is the commodity.[30] Examples of commodities that have been used as mediums of exchange include gold, silver, copper, rice, Wampum, salt, peppercorns, large stones, decorated belts, shells, alcohol, cigarettes, cannabis, candy, etc. These items were sometimes used in a metric of perceived value in conjunction to one another, in various commodity valuation or price system economies. Use of commodity money is similar to barter, but a commodity money provides a simple and automatic unit of account for the commodity which is being used as money. Although some gold coins such as the Krugerrand are considered legal tender, there is no record of their face value on either side of the coin. The rationale for this is that emphasis is laid on their direct link to the prevailing value of their fine gold content.[31]
|
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American Eagles are imprinted with their gold content and legal tender face value.[32]
|
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+
|
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In 1875, the British economist William Stanley Jevons described the money used at the time as "representative money". Representative money is money that consists of token coins, paper money or other physical tokens such as certificates, that can be reliably exchanged for a fixed quantity of a commodity such as gold or silver. The value of representative money stands in direct and fixed relation to the commodity that backs it, while not itself being composed of that commodity.[33]
|
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Fiat money or fiat currency is money whose value is not derived from any intrinsic value or guarantee that it can be converted into a valuable commodity (such as gold). Instead, it has value only by government order (fiat). Usually, the government declares the fiat currency (typically notes and coins from a central bank, such as the Federal Reserve System in the U.S.) to be legal tender, making it unlawful not to accept the fiat currency as a means of repayment for all debts, public and private.[34][35]
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Some bullion coins such as the Australian Gold Nugget and American Eagle are legal tender, however, they trade based on the market price of the metal content as a commodity, rather than their legal tender face value (which is usually only a small fraction of their bullion value).[32][36]
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Fiat money, if physically represented in the form of currency (paper or coins), can be accidentally damaged or destroyed. However, fiat money has an advantage over representative or commodity money, in that the same laws that created the money can also define rules for its replacement in case of damage or destruction. For example, the U.S. government will replace mutilated Federal Reserve Notes (U.S. fiat money) if at least half of the physical note can be reconstructed, or if it can be otherwise proven to have been destroyed.[37] By contrast, commodity money which has been lost or destroyed cannot be recovered.
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These factors led to the shift of the store of value being the metal itself: at first silver, then both silver and gold, and at one point there was bronze as well. Now we have copper coins and other non-precious metals as coins. Metals were mined, weighed, and stamped into coins. This was to assure the individual taking the coin that he was getting a certain known weight of precious metal. Coins could be counterfeited, but they also created a new unit of account, which helped lead to banking. Archimedes' principle provided the next link: coins could now be easily tested for their fine weight of metal, and thus the value of a coin could be determined, even if it had been shaved, debased or otherwise tampered with (see Numismatics).
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In most major economies using coinage, copper, silver and gold formed three tiers of coins. Gold coins were used for large purchases, payment of the military and backing of state activities. Silver coins were used for midsized transactions, and as a unit of account for taxes, dues, contracts and fealty, while copper coins represented the coinage of common transaction. This system had been used in ancient India since the time of the Mahajanapadas. In Europe, this system worked through the medieval period because there was virtually no new gold, silver or copper introduced through mining or conquest.[citation needed] Thus the overall ratios of the three coinages remained roughly equivalent.
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In premodern China, the need for credit and for circulating a medium that was less of a burden than exchanging thousands of copper coins led to the introduction of paper money, commonly known today as "banknote"s. This economic phenomenon was a slow and gradual process that took place from the late Tang dynasty (618–907) into the Song dynasty (960–1279). It began as a means for merchants to exchange heavy coinage for receipts of deposit issued as promissory notes from shops of wholesalers, notes that were valid for temporary use in a small regional territory. In the 10th century, the Song dynasty government began circulating these notes amongst the traders in their monopolized salt industry. The Song government granted several shops the sole right to issue banknotes, and in the early 12th century the government finally took over these shops to produce state-issued currency. Yet the banknotes issued were still regionally valid and temporary; it was not until the mid 13th century that a standard and uniform government issue of paper money was made into an acceptable nationwide currency. The already widespread methods of woodblock printing and then Pi Sheng's movable type printing by the 11th century was the impetus for the massive production of paper money in premodern China.
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At around the same time in the medieval Islamic world, a vigorous monetary economy was created during the 7th–12th centuries on the basis of the expanding levels of circulation of a stable high-value currency (the dinar). Innovations introduced by economists, traders and merchants of the Muslim world include the earliest uses of credit,[38] cheques, savings accounts, transactional accounts, loaning, trusts, exchange rates, the transfer of credit and debt,[39] and banking institutions for loans and deposits.[39][need quotation to verify]
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In Europe, paper money was first introduced in Sweden in 1661. Sweden was rich in copper, thus, because of copper's low value, extraordinarily big coins (often weighing several kilograms) had to be made. The advantages of paper currency were numerous: it reduced transport of gold and silver, and thus lowered the risks; it made loaning gold or silver at interest easier, since the specie (gold or silver) never left the possession of the lender until someone else redeemed the note; and it allowed for a division of currency into credit and specie backed forms. It enabled the sale of stock in joint stock companies, and the redemption of those shares in paper.
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However, these advantages held within them disadvantages. First, since a note has no intrinsic value, there was nothing to stop issuing authorities from printing more of it than they had specie to back it with. Second, because it increased the money supply, it increased inflationary pressures, a fact observed by David Hume in the 18th century. The result is that paper money would often lead to an inflationary bubble, which could collapse if people began demanding hard money, causing the demand for paper notes to fall to zero. The printing of paper money was also associated with wars, and financing of wars, and therefore regarded as part of maintaining a standing army. For these reasons, paper currency was held in suspicion and hostility in Europe and America. It was also addictive, since the speculative profits of trade and capital creation were quite large. Major nations established mints to print money and mint coins, and branches of their treasury to collect taxes and hold gold and silver stock.
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At this time both silver and gold were considered legal tender, and accepted by governments for taxes. However, the instability in the ratio between the two grew over the course of the 19th century, with the increase both in supply of these metals, particularly silver, and of trade. This is called bimetallism and the attempt to create a bimetallic standard where both gold and silver backed currency remained in circulation occupied the efforts of inflationists. Governments at this point could use currency as an instrument of policy, printing paper currency such as the United States greenback, to pay for military expenditures. They could also set the terms at which they would redeem notes for specie, by limiting the amount of purchase, or the minimum amount that could be redeemed.
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By 1900, most of the industrializing nations were on some form of gold standard, with paper notes and silver coins constituting the circulating medium. Private banks and governments across the world followed Gresham's law: keeping gold and silver paid, but paying out in notes. This did not happen all around the world at the same time, but occurred sporadically, generally in times of war or financial crisis, beginning in the early part of the 20th century and continuing across the world until the late 20th century, when the regime of floating fiat currencies came into force. One of the last countries to break away from the gold standard was the United States in 1971.
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No country anywhere in the world today has an enforceable gold standard or silver standard currency system.
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Commercial bank money or demand deposits are claims against financial institutions that can be used for the purchase of goods and services. A demand deposit account is an account from which funds can be withdrawn at any time by check or cash withdrawal without giving the bank or financial institution any prior notice. Banks have the legal obligation to return funds held in demand deposits immediately upon demand (or 'at call'). Demand deposit withdrawals can be performed in person, via checks or bank drafts, using automatic teller machines (ATMs), or through online banking.[40]
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Commercial bank money is created through fractional-reserve banking, the banking practice where banks keep only a fraction of their deposits in reserve (as cash and other highly liquid assets) and lend out the remainder, while maintaining the simultaneous obligation to redeem all these deposits upon demand.[41][page needed][42] Commercial bank money differs from commodity and fiat money in two ways: firstly it is non-physical, as its existence is only reflected in the account ledgers of banks and other financial institutions, and secondly, there is some element of risk that the claim will not be fulfilled if the financial institution becomes insolvent. The process of fractional-reserve banking has a cumulative effect of money creation by commercial banks, as it expands the money supply (cash and demand deposits) beyond what it would otherwise be. Because of the prevalence of fractional reserve banking, the broad money supply of most countries is a multiple (greater than 1) of the amount of base money created by the country's central bank. That multiple (called the money multiplier) is determined by the reserve requirement or other financial ratio requirements imposed by financial regulators.
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The money supply of a country is usually held to be the total amount of currency in circulation plus the total value of checking and savings deposits in the commercial banks in the country. In modern economies, relatively little of the money supply is in physical currency. For example, in December 2010 in the U.S., of the $8853.4 billion in broad money supply (M2), only $915.7 billion (about 10%) consisted of physical coins and paper money.[43]
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The development of computer technology in the second part of the twentieth century allowed money to be represented digitally. By 1990, in the United States all money transferred between its central bank and commercial banks was in electronic form. By the 2000s most money existed as digital currency in bank databases.[44] In 2012, by number of transaction, 20 to 58 percent of transactions were electronic (dependant on country).[45]
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Non-national digital currencies were developed in the early 2000s. In particular, Flooz and Beenz had gained momentum before the Dot-com bubble.[citation needed] Not much innovation occurred until the conception of Bitcoin in 2008, which introduced the concept of a cryptocurrency – a decentralised trustless currency.[46]
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When gold and silver are used as money, the money supply can grow only if the supply of these metals is increased by mining. This rate of increase will accelerate during periods of gold rushes and discoveries, such as when Columbus discovered the New World and brought back gold and silver to Spain, or when gold was discovered in California in 1848. This causes inflation, as the value of gold goes down. However, if the rate of gold mining cannot keep up with the growth of the economy, gold becomes relatively more valuable, and prices (denominated in gold) will drop, causing deflation. Deflation was the more typical situation for over a century when gold and paper money backed by gold were used as money in the 18th and 19th centuries.
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Modern day monetary systems are based on fiat money and are no longer tied to the value of gold. The control of the amount of money in the economy is known as monetary policy. Monetary policy is the process by which a government, central bank, or monetary authority manages the money supply to achieve specific goals. Usually the goal of monetary policy is to accommodate economic growth in an environment of stable prices. For example, it is clearly stated in the Federal Reserve Act that the Board of Governors and the Federal Open Market Committee should seek "to promote effectively the goals of maximum employment, stable prices, and moderate long-term interest rates."[47]
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A failed monetary policy can have significant detrimental effects on an economy and the society that depends on it. These include hyperinflation, stagflation, recession, high unemployment, shortages of imported goods, inability to export goods, and even total monetary collapse and the adoption of a much less efficient barter economy. This happened in Russia, for instance, after the fall of the Soviet Union.
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Governments and central banks have taken both regulatory and free market approaches to monetary policy. Some of the tools used to control the money supply include:
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In the US, the Federal Reserve is responsible for controlling the money supply, while in the Euro area the respective institution is the European Central Bank. Other central banks with significant impact on global finances are the Bank of Japan, People's Bank of China and the Bank of England.
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For many years much of monetary policy was influenced by an economic theory known as monetarism. Monetarism is an economic theory which argues that management of the money supply should be the primary means of regulating economic activity. The stability of the demand for money prior to the 1980s was a key finding of Milton Friedman and Anna Schwartz[48] supported by the work of David Laidler,[49] and many others. The nature of the demand for money changed during the 1980s owing to technical, institutional, and legal factors[clarification needed] and the influence of monetarism has since decreased.
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Counterfeit money is imitation currency produced without the legal sanction of the state or government. Producing or using counterfeit money is a form of fraud or forgery. Counterfeiting is almost as old as money itself. Plated copies (known as Fourrées) have been found of Lydian coins which are thought to be among the first western coins.[50] Before the introduction of paper money, the most prevalent method of counterfeiting involved mixing base metals with pure gold or silver. A form of counterfeiting is the production of documents by legitimate printers in response to fraudulent instructions. During World War II, the Nazis forged British pounds and American dollars. Today some of the finest counterfeit banknotes are called Superdollars because of their high quality and likeness to the real U.S. dollar. There has been significant counterfeiting of Euro banknotes and coins since the launch of the currency in 2002, but considerably less than for the U.S. dollar.[51]
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Money laundering is the process in which the proceeds of crime are transformed into ostensibly legitimate money or other assets. However, in a number of legal and regulatory systems the term money laundering has become conflated with other forms of financial crime, and sometimes used more generally to include misuse of the financial system (involving things such as securities, digital currencies, credit cards, and traditional currency), including terrorism financing, tax evasion, and evading of international sanctions.
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Marco Polo (/ˈmɑːrkoʊ ˈpoʊloʊ/ (listen), Venetian: [ˈmaɾko ˈpolo], Italian: [ˈmarko ˈpɔːlo]; 1254 – January 8–9, 1324)[1] was a Venetian merchant,[2][3] explorer, and writer who travelled through Asia along the Silk Road between 1271 and 1295. His travels are recorded in The Travels of Marco Polo (also known as Book of the Marvels of the World and Il Milione, c. 1300), a book that described to Europeans the then mysterious culture and inner workings of the Eastern world, including the wealth and great size of the Mongol Empire and China in the Yuan Dynasty, giving their first comprehensive look into China, Persia, India, Japan and other Asian cities and countries.[4]
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Born in Venice, Marco learned the mercantile trade from his father and his uncle, Niccolò and Maffeo, who travelled through Asia and met Kublai Khan. In 1269, they returned to Venice to meet Marco for the first time. The three of them embarked on an epic journey to Asia, exploring many places along the Silk Road until they reached Cathay (China). They were received by the royal court of Kublai Khan, who was impressed by Marco's intelligence and humility. Marco was appointed to serve as Khan's foreign emissary, and he was sent on many diplomatic missions throughout the empire and Southeast Asia, such as in present-day Burma, India, Indonesia, Sri Lanka and Vietnam.[5][6] As part of this appointment, Marco also traveled extensively inside China, living in the emperor's lands for 17 years and seeing many things that had previously been unknown to Europeans.[7] Around 1291, the Polos also offered to accompany the Mongol princess Kököchin to Persia; they arrived around 1293. After leaving the princess, they travelled overland to Constantinople and then to Venice, returning home after 24 years.[7] At this time, Venice was at war with Genoa; Marco was imprisoned and dictated his stories to Rustichello da Pisa, a cellmate. He was released in 1299, became a wealthy merchant, married, and had three children. He died in 1324 and was buried in the church of San Lorenzo in Venice.
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Though he was not the first European to reach China (see Europeans in Medieval China), Marco Polo was the first to explore some parts of Asia and to leave a detailed chronicle of his experience. This account of the Orient provided the Europeans with a clear picture of the East's geography and ethnic customs, and were the first Western record of porcelain, coal, gunpowder, paper money, and some Asian plants and exotic animals.[8] His travel book inspired Christopher Columbus[9] and many other travellers. There is substantial literature based on Polo's writings; he also influenced European cartography, leading to the introduction of the Fra Mauro map.
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Marco Polo was born around 1254 in Venice, capital of the Venetian Republic.[10][11][12] His father, Niccolò Polo, had his household in Venice and left Marco's mother pregnant in order to travel to Asia with his brother Maffeo Polo. Their return to Italy in order to "go to Venice and visit their household" is described in the Travels of Marco Polo as follows: they departed from Acre and went to Negropont, and from Negropont they continued their voyage to Venice. On their arrival there, Messer Nicolas found that his wife was dead, and that she had left behind her a son of fifteen years of age, whose name was Marco.[13]
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His first known ancestor was a great uncle, Marco Polo (the older) from Venice, who lent some money and commanded a ship in Costantinople. Andrea, Marco's grandfather, lived in Venice in "contrada San Felice", he had three sons: Marco "the older", Matteo e Niccolò (Marco's father).[14][15] Some old Venetian historical sources considered Polo's ancestors to be of far Dalmatian origin.[16][17][18]
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Marco Polo is most often mentioned in the archives of the Republic of Venice as Marco Paulo de confinio Sancti Iohannis Grisostomi,[19] which means Marco Polo of the contrada of St John Chrysostom Church.
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However, he was also nicknamed Milione during his lifetime (which in Italian language literally means 'Million'). In fact, the Italian title of his book was Il libro di Marco Polo detto il Milione, which means "The Book of Marco Polo, nicknamed 'Milione'". According to the 15th-century humanist Giovanni Battista Ramusio, his fellow citizens awarded him this nickname when he came back to Venice, because he kept on saying that Kublai Khan's wealth was counting in millions. More precisely, he was nicknamed Messer Marco Milioni (Mr Marco Millions).[20]
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However, since also his father Niccolò was nicknamed Milione,[21] 19th-century philologist Luigi Foscolo Benedetto was persuaded that Milione was a shortened version of Emilione, and that this nickname was used to distinguish Niccolò's and Marco's branch from other Polo families.[22][23]
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In 1168, his great-uncle, Marco Polo, borrowed money and commanded a ship in Constantinople.[24][25] His grandfather, Andrea Polo of the parish of San Felice, had three sons, Maffeo, yet another Marco, and the traveller's father Niccolò.[24] This genealogy, described by Ramusio, is not universally accepted as there is no additional evidence to support it.[26][27]
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His father, Niccolò Polo, a merchant, traded with the Near East, becoming wealthy and achieving great prestige.[28][29] Niccolò and his brother Maffeo set off on a trading voyage before Marco's birth.[30][29] In 1260, Niccolò and Maffeo, while residing in Constantinople, then the capital of the Latin Empire, foresaw a political change; they liquidated their assets into jewels and moved away.[28] According to The Travels of Marco Polo, they passed through much of Asia, and met with Kublai Khan, a Mongol ruler and founder of the Yuan dynasty.[31] Their decision to leave Constantinople proved timely. In 1261 Michael VIII Palaiologos, the ruler of the Empire of Nicaea, took Constantinople, promptly burned the Venetian quarter and re-established the Byzantine Empire. Captured Venetian citizens were blinded,[32] while many of those who managed to escape perished aboard overloaded refugee ships fleeing to other Venetian colonies in the Aegean Sea.
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Almost nothing is known about the childhood of Marco Polo until he was fifteen years old, except that he probably spent part of his childhood in Venice.[33][34][25] Meanwhile, Marco Polo's mother died, and an aunt and uncle raised him.[29] He received a good education, learning mercantile subjects including foreign currency, appraising, and the handling of cargo ships;[29] he learned little or no Latin.[28] His father later married Floradise Polo (née Trevisan).[27]
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In 1269, Niccolò and Maffeo returned to their families in Venice, meeting young Marco for the first time.[33] In 1271, during the rule of Doge Lorenzo Tiepolo, Marco Polo (at seventeen years of age), his father, and his uncle set off for Asia on the series of adventures that Marco later documented in his book.[35]
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They sailed to Acre and later rode on their camels to the Persian port Hormuz. During the first stages of the journey, they stayed for a few months in Acre and were able to speak with Archdeacon Tedaldo Visconti of Piacenza. The Polo family, on that occasion, had expressed their regret at the long lack of a pope, because on their previous trip to China they had received a letter from Kublai Khan to the Pope, and had thus had to leave for China disappointed. During the trip, however, they received news that after 33 months of vacation, finally the Conclave had elected the new Pope and that he was exactly the archdeacon of Acre. The three of them hurried to return to the Holy Land, where the new Pope entrusted them with letters for the "Great Khan", inviting him to send his emissaries to Rome. To give more weight to this mission he sent with the Polos, as his legates, two Dominican fathers, Guglielmo of Tripoli and Nicola of Piacenza.[36]
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They continued overland until they arrived at Kublai Khan's place in Shangdu, China (then known as Cathay). By this time, Marco was 21 years old.[37] Impressed by Marco's intelligence and humility, Khan appointed him to serve as his foreign emissary to India and Burma. He was sent on many diplomatic missions throughout his empire and in Southeast Asia (such as in present-day Indonesia, Sri Lanka and Vietnam),[5][6] but also entertained the Khan with stories and observations about the lands he saw. As part of this appointment, Marco traveled extensively inside China, living in the emperor's lands for 17 years.[7]
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Kublai initially refused several times to let the Polos return to Europe, as he appreciated their company and they became useful to him.[38] However, around 1291, he finally granted permission, entrusting the Polos with his last duty: accompany the Mongol princess Kököchin, who was to become the consort of Arghun Khan, in Persia (see Narrative section).[37][39] After leaving the princess, the Polos travelled overland to Constantinople. They later decided to return to their home.[37]
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They returned to Venice in 1295, after 24 years, with many riches and treasures. They had travelled almost 15,000 miles (24,000 km).[29]
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Marco Polo returned to Venice in 1295 with his fortune converted into gemstones. At this time, Venice was at war with the Republic of Genoa.[40] Polo armed a galley equipped with a trebuchet[41] to join the war. He was probably caught by Genoans in a skirmish in 1296, off the Anatolian coast between Adana and the Gulf of Alexandretta[42] (and not during the battle of Curzola (September 1298), off the Dalmatian coast,[43] a claim which is due to a later tradition (16th century) recorded by Giovanni Battista Ramusio.[44][45] )
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He spent several months of his imprisonment dictating a detailed account of his travels to a fellow inmate, Rustichello da Pisa,[29] who incorporated tales of his own as well as other collected anecdotes and current affairs from China. The book soon spread throughout Europe in manuscript form, and became known as The Travels of Marco Polo (Italian title: Il Milione, lit. "The Million", deriving from Polo's nickname "Milione". Original title in Franco-Italian : Livres des Merveilles du Monde). It depicts the Polos' journeys throughout Asia, giving Europeans their first comprehensive look into the inner workings of the Far East, including China, India, and Japan.[46]
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Polo was finally released from captivity in August 1299,[29] and returned home to Venice, where his father and uncle in the meantime had purchased a large palazzo in the zone named contrada San Giovanni Crisostomo (Corte del Milion).[47] For such a venture, the Polo family probably invested profits from trading, and even many gemstones they brought from the East.[47] The company continued its activities and Marco soon became a wealthy merchant. Marco and his uncle Maffeo financed other expeditions, but likely never left Venetian provinces, nor returned to the Silk Road and Asia.[48] Sometime before 1300, his father Niccolò died.[48] In 1300, he married Donata Badoèr, the daughter of Vitale Badoèr, a merchant.[49] They had three daughters, Fantina (married Marco Bragadin), Bellela (married Bertuccio Querini), and Moreta.[50][51]
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Pietro d'Abano philosopher, doctor and astrologer based in Padua, reports having spoken with Marco Polo about what he had observed in the vault of the sky during his travels. Marco told him that during his return trip to the South China Sea, he had spotted what he describes in a drawing as a star "shaped like a sack" (in Latin: ut sacco) with a big tail (magna habens caudam), most likely a comet. Astronomers agree that there were no comets sighted in Europe at the end of 1200, but there are records about a comet sighted in China and Indonesia in 1293.[52] Interestingly, this circumstance does not appear in Polo's book of Travels. Peter D'Abano kept the drawing in his volume "Conciliator Differentiarum, quæ inter Philosophos et Medicos Versantur". Marco Polo gave Pietro other astronomical observations he made in the Southern Hemisphere, and also a description of the Sumatran rhinoceros, which are collected in the Conciliator.[52]
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In 1305 he is mentioned in a Venetian document among local sea captains regarding the payment of taxes.[27] His relation with a certain Marco Polo, who in 1300 was mentioned with riots against the aristocratic government, and escaped the death penalty, as well as riots from 1310 led by Bajamonte Tiepolo and Marco Querini, among whose rebels were Jacobello and Francesco Polo from another family branch, is unclear.[27] Polo is clearly mentioned again after 1305 in Maffeo's testament from 1309–1310, in a 1319 document according to which he became owner of some estates of his deceased father, and in 1321, when he bought part of the family property of his wife Donata.[27]
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In 1323, Polo was confined to bed, due to illness.[53] On January 8, 1324, despite physicians' efforts to treat him, Polo was on his deathbed.[54] To write and certify the will, his family requested Giovanni Giustiniani, a priest of San Procolo. His wife, Donata, and his three daughters were appointed by him as co-executrices.[54] The church was entitled by law to a portion of his estate; he approved of this and ordered that a further sum be paid to the convent of San Lorenzo, the place where he wished to be buried.[54] He also set free Peter, a Tartar servant, who may have accompanied him from Asia,[55] and to whom Polo bequeathed 100 lire of Venetian denari.[56]
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He divided up the rest of his assets, including several properties, among individuals, religious institutions, and every guild and fraternity to which he belonged.[54] He also wrote off multiple debts including 300 lire that his sister-in-law owed him, and others for the convent of San Giovanni, San Paolo of the Order of Preachers, and a cleric named Friar Benvenuto.[54] He ordered 220 soldi be paid to Giovanni Giustiniani for his work as a notary and his prayers.[57]
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The will was not signed by Polo, but was validated by the then-relevant "signum manus" rule, by which the testator only had to touch the document to make it legally valid.[56][58] Due to the Venetian law stating that the day ends at sunset, the exact date of Marco Polo's death cannot be determined, but according to some scholars it was between the sunsets of January 8 and 9, 1324.[59] Biblioteca Marciana, which holds the original copy of his testament, dates the testament on January 9, 1323, and gives the date of his death at some time in June 1324.[58]
|
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+
An authoritative version of Marco Polo's book does not and cannot exist, for the early manuscripts differ significantly, and the reconstruction of the original text is a matter of textual criticism. A total of about 150 copies in various languages are known to exist. Before availability of printing press, errors were frequently made during copying and translating, so there are many differences between the various copies.[60][61]
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Polo related his memoirs orally to Rustichello da Pisa while both were prisoners of the Genova Republic. Rustichello wrote Devisement du Monde in Franco-Venetian.[62] The idea probably was to create a handbook for merchants, essentially a text on weights, measures and distances.[63]
|
56 |
+
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+
The oldest surviving manuscript is in Old French heavily flavoured with Italian;[64] According to the Italian scholar Luigi Foscolo Benedetto, this "F" text is the basic original text, which he corrected by comparing it with the somewhat more detailed Italian of Giovanni Battista Ramusio, together with a Latin manuscript in the Biblioteca Ambrosiana. Other early important sources are R (Ramusio's Italian translation first printed in 1559), and Z (a fifteenth-century Latin manuscript kept at Toledo, Spain). Another Old French Polo manuscript, dating to around 1350, is held by the National Library of Sweden.[65]
|
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+
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One of the early manuscripts Iter Marci Pauli Veneti was a translation into Latin made by the Dominican brother Francesco Pipino in 1302, just a few years after Marco's return to Venice. Since Latin was then the most widespread and authoritative language of culture, it is suggested that Rustichello's text was translated into Latin for a precise will of the Dominican Order, and this helped to promote the book on a European scale.[19]
|
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+
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The first English translation is the Elizabethan version by John Frampton published in 1579, The most noble and famous travels of Marco Polo, based on Santaella's Castilian translation of 1503 (the first version in that language).[66]
|
62 |
+
|
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The published editions of Polo's book rely on single manuscripts, blend multiple versions together, or add notes to clarify, for example in the English translation by Henry Yule. The 1938 English translation by A.C. Moule and Paul Pelliot is based on a Latin manuscript found in the library of the Cathedral of Toledo in 1932, and is 50% longer than other versions.[67] The popular translation published by Penguin Books in 1958 by R. E. Latham works several texts together to make a readable whole.[68]
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The book opens with a preface describing his father and uncle traveling to Bolghar where Prince Berke Khan lived. A year later, they went to Ukek[69] and continued to Bukhara. There, an envoy from the Levant invited them to meet Kublai Khan, who had never met Europeans.[70] In 1266, they reached the seat of Kublai Khan at Dadu, present day Beijing, China. Kublai received the brothers with hospitality and asked them many questions regarding the European legal and political system.[71] He also inquired about the Pope and Church in Rome.[72] After the brothers answered the questions he tasked them with delivering a letter to the Pope, requesting 100 Christians acquainted with the Seven Arts (grammar, rhetoric, logic, geometry, arithmetic, music and astronomy). Kublai Khan requested also that an envoy bring him back oil of the lamp in Jerusalem.[73] The long sede vacante between the death of Pope Clement IV in 1268 and the election of his successor delayed the Polos in fulfilling Kublai's request. They followed the suggestion of Theobald Visconti, then papal legate for the realm of Egypt, and returned to Venice in 1269 or 1270 to await the nomination of the new Pope, which allowed Marco to see his father for the first time, at the age of fifteen or sixteen.[74]
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In 1271, Niccolò, Maffeo and Marco Polo embarked on their voyage to fulfil Kublai's request. They sailed to Acre, and then rode on camels to the Persian port of Hormuz. The Polos wanted to sail straight into China, but the ships there were not seaworthy, so they continued overland through the Silk Road, until reaching Kublai's summer palace in Shangdu, near present-day Zhangjiakou. In one instance during their trip, the Polos joined a caravan of travelling merchants whom they crossed paths with. Unfortunately, the party was soon attacked by bandits, who used the cover of a sandstorm to ambush them. The Polos managed to fight and escape through a nearby town, but many members of the caravan were killed or enslaved.[75] Three and a half years after leaving Venice, when Marco was about 21 years old, the Polos were welcomed by Kublai into his palace.[29] The exact date of their arrival is unknown, but scholars estimate it to be between 1271 and 1275.[nb 1] On reaching the Yuan court, the Polos presented the sacred oil from Jerusalem and the papal letters to their patron.[28]
|
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Marco knew four languages, and the family had accumulated a great deal of knowledge and experience that was useful to Kublai. It is possible that he became a government official;[29] he wrote about many imperial visits to China's southern and eastern provinces, the far south and Burma.[76] They were highly respected and sought after in the Mongolian court, and so Kublai Khan decided to decline the Polos' requests to leave China. They became worried about returning home safely, believing that if Kublai died, his enemies might turn against them because of their close involvement with the ruler. In 1292, Kublai's great-nephew, then ruler of Persia, sent representatives to China in search of a potential wife, and they asked the Polos to accompany them, so they were permitted to return to Persia with the wedding party—which left that same year from Zaitun in southern China on a fleet of 14 junks. The party sailed to the port of Singapore,[77] travelled north to Sumatra,[78] and sailed west to the Point Pedro port of Jaffna under Savakanmaindan and to Pandyan of Tamilakkam.[79] Eventually Polo crossed the Arabian Sea to Hormuz. The two-year voyage was a perilous one—of the six hundred people (not including the crew) in the convoy only eighteen had survived (including all three Polos).[80] The Polos left the wedding party after reaching Hormuz and travelled overland to the port of Trebizond on the Black Sea, the present day Trabzon.[29]
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+
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The British scholar Ronald Latham has pointed out that The Book of Marvels was in fact a collaboration written in 1298–1299 between Polo and a professional writer of romances, Rustichello of Pisa.[81] It is believed that Polo related his memoirs orally to Rustichello da Pisa while both were prisoners of the Genova Republic. Rustichello wrote Devisement du Monde in Franco-Venetian language, which was the language of culture widespread in northern Italy between the subalpine belt and the lower Po between the 13th and 15th centuries.[62][82]
|
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+
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Latham also argued that Rustichello may have glamorised Polo's accounts, and added fantastic and romantic elements that made the book a bestseller.[81] The Italian scholar Luigi Foscolo Benedetto had previously demonstrated that the book was written in the same "leisurely, conversational style" that characterised Rustichello's other works, and that some passages in the book were taken verbatim or with minimal modifications from other writings by Rustichello. For example, the opening introduction in The Book of Marvels to "emperors and kings, dukes and marquises" was lifted straight out of an Arthurian romance Rustichello had written several years earlier, and the account of the second meeting between Polo and Kublai Khan at the latter's court is almost the same as that of the arrival of Tristan at the court of King Arthur at Camelot in that same book.[83] Latham believed that many elements of the book, such as legends of the Middle East and mentions of exotic marvels, may have been the work of Rustichello who was giving what medieval European readers expected to find in a travel book.[84]
|
74 |
+
|
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Apparently, from the very beginning Marco's story aroused contrasting reactions, as it was received by some with a certain disbelief. The Dominican father Francesco Pipino was the author of a translation into Latin, Iter Marci Pauli Veneti in 1302, just a few years after Marco's return to Venice. Francesco Pipino solemnly affirmed the truthfulness of the book and defined Marco as a "prudent, honoured and faithful man".[85]
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In his writings, the Dominican brother Jacopo d'Acqui explains why his contemporaries were skeptical about the content of the book. He also relates that before dying, Marco Polo insisted that "he had told only a half of the things he had seen".[85]
|
77 |
+
|
78 |
+
According to some recent research of the Italian scholar Antonio Montefusco, the very close relationship that Marco Polo cultivated with members of the Dominican Order in Venice suggests that local fathers collaborated with him for a Latin version of the book, which means that Rustichello's text was translated into Latin for a precise will of the Order.[19]
|
79 |
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|
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Since Dominican fathers had among their missions that of evangelizing foreign peoples (cf. the role of Dominican missionaries in China[86] and in the Indies[87]), it is reasonable to think that they considered Marco's book as a trustworthy piece of information for missions in the East. The diplomatic communications between Pope Innocent IV and Pope Gregory X with the Mongols[88] were probably another reason for this endorsement. At the time, there was open discussion of a possible Christian-Mongul alliance with an anti-Islamic function.[89] In fact, a Mongol delegate was solemny baptised at the Second Council of Lyon. At the council, Pope Gregory X promulgated a new Crusade to start in 1278 in liaison with the Mongols.[90]
|
81 |
+
|
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Since its publication, some have viewed the book with skepticism.[91] Some in the Middle Ages regarded the book simply as a romance or fable, due largely to the sharp difference of its descriptions of a sophisticated civilisation in China to other early accounts by Giovanni da Pian del Carpine and William of Rubruck, who portrayed the Mongols as 'barbarians' who appeared to belong to 'some other world'.[91] Doubts have also been raised in later centuries about Marco Polo's narrative of his travels in China, for example for his failure to mention the Great Wall of China, and in particular the difficulties in identifying many of the place names he used[92] (the great majority, however, have since been identified).[93] Many have questioned if he had visited the places he mentioned in his itinerary, if he had appropriated the accounts of his father and uncle or other travelers, and some doubted if he even reached China, or that if he did, perhaps never went beyond Khanbaliq (Beijing).[92][94]
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+
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+
It has however been pointed out that Polo's accounts of China are more accurate and detailed than other travelers' accounts of the periods. Polo had at times refuted the 'marvelous' fables and legends given in other European accounts, and despite some exaggerations and errors, Polo's accounts have relatively few of the descriptions of irrational marvels. In many cases where present (mostly given in the first part before he reached China, such as mentions of Christian miracles), he made a clear distinction that they are what he had heard rather than what he had seen. It is also largely free of the gross errors found in other accounts such as those given by the Moroccan traveler Ibn Battuta who had confused the Yellow River with the Grand Canal and other waterways, and believed that porcelain was made from coal.[95]
|
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Modern studies have further shown that details given in Marco Polo's book, such as the currencies used, salt productions and revenues, are accurate and unique. Such detailed descriptions are not found in other non-Chinese sources, and their accuracy is supported by archaeological evidence as well as Chinese records compiled after Polo had left China. His accounts are therefore unlikely to have been obtained second hand.[96] Other accounts have also been verified; for example, when visiting Zhenjiang in Jiangsu, China, Marco Polo noted that a large number of Christian churches had been built there. His claim is confirmed by a Chinese text of the 14th century explaining how a Sogdian named Mar-Sargis from Samarkand founded six Nestorian Christian churches there in addition to one in Hangzhou during the second half of the 13th century.[97] His story of the princess Kököchin sent from China to Persia to marry the Īl-khān is also confirmed by independent sources in both Persia and China.[98]
|
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|
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+
According to some Croatian sources the exact date and place of birth are "archivally"[clarification needed] unknown.[99][16] The same sources also claimed Constantinople[100][16] and the island of Curzola (today Korčula, in Croatia) as his possible birthplace.[101][16][102] The lack of evidence makes the Curzola/Korčula theory (probably under Ramusio influence)[103] as a specific birthplace strongly disputed.[104] A scientific paper edited in 2013 states that "the story of the Korčulan origin of Marco Polo and/or his family can be approached as pure falsification or even as a theft of heritage... ".[105]
|
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Skeptics have long wondered if Marco Polo wrote his book based on hearsay, with some pointing to omissions about noteworthy practices and structures of China as well as the lack of details on some places in his book. While Polo describes paper money and the burning of coal, he fails to mention the Great Wall of China, tea, Chinese characters, chopsticks, or footbinding.[106] His failure to note the presence of the Great Wall of China was first raised in the middle of seventeenth century, and in the middle of eighteenth century, it was suggested that he might have never reached China.[92] Later scholars such as John W. Haeger argued that Marco Polo might not have visited Southern China due to the lack of details in his description of southern Chinese cities compared to northern ones, while Herbert Franke also raised the possibility that Marco Polo might not have been to China at all, and wondered if he might have based his accounts on Persian sources due to his use of Persian expressions.[94][107] This is taken further by Dr. Frances Wood who claimed in her 1995 book Did Marco Polo Go to China? that at best Polo never went farther east than Persia (modern Iran), and that there is nothing in The Book of Marvels about China that could not be obtained via reading Persian books.[108] Wood maintains that it is more probable that Polo only went to Constantinople (modern Istanbul, Turkey) and some of the Italian merchant colonies around the Black Sea, picking hearsay from those travellers who had been farther east.[108]
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Supporters of Polo's basic accuracy countered on the points raised by skeptics such as footbinding and the Great Wall of China. Historian Stephen G. Haw argued that the Great Walls were built to keep out northern invaders, whereas the ruling dynasty during Marco Polo's visit were those very northern invaders. They note that the Great Wall familiar to us today is a Ming structure built some two centuries after Marco Polo's travels; and that the Mongol rulers whom Polo served controlled territories both north and south of today's wall, and would have no reasons to maintain any fortifications that may have remained there from the earlier dynasties.[109] Other Europeans who travelled to Khanbaliq during the Yuan dynasty, such as Giovanni de' Marignolli and Odoric of Pordenone, said nothing about the wall either. The Muslim traveler Ibn Battuta, who asked about the wall when he visited China during the Yuan dynasty, could find no one who had either seen it or knew of anyone who had seen it, suggesting that while ruins of the wall constructed in the earlier periods might have existed, they were not significant or noteworthy at that time.[109]
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Haw also argued that footbinding was not common even among Chinese during Polo's time and almost unknown among the Mongols. While the Italian missionary Odoric of Pordenone who visited Yuan China mentioned footbinding (it is however unclear whether he was merely relaying something he had heard as his description is inaccurate),[110] no other foreign visitors to Yuan China mentioned the practice, perhaps an indication that the footbinding was not widespread or was not practiced in an extreme form at that time.[111] Marco Polo himself noted (in the Toledo manuscript) the dainty walk of Chinese women who took very short steps.[109] It has also been noted by other scholars that many of the things not mentioned by Marco Polo such as tea and chopsticks were not mentioned by other travelers as well.[39] Haw also pointed out that despite the few omissions, Marco Polo's account is more extensive, more accurate and more detailed than those of other foreign travelers to China in this period.[112] Marco Polo even observed Chinese nautical inventions such as the watertight compartments of bulkhead partitions in Chinese ships, knowledge of which he was keen to share with his fellow Venetians.[113]
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In addition to Haw, a number of other scholars have argued in favor of the established view that Polo was in China in response to Wood's book.[114] Wood's book has been criticized by figures including Igor de Rachewiltz (translator and annotator of The Secret History of the Mongols) and Morris Rossabi (author of Kublai Khan: his life and times).[115] The historian David Morgan points out basic errors made in Wood's book such as confusing the Liao dynasty with the Jin dynasty, and he found no compelling evidence in the book that would convince him that Marco Polo did not go to China.[116] Haw also argues in his book Marco Polo's China that Marco's account is much more correct and accurate than has often been supposed and that it is extremely unlikely that he could have obtained all the information in his book from second-hand sources.[117] Haw also criticizes Wood's approach to finding mention of Marco Polo in Chinese texts by contending that contemporaneous Europeans had little regard for using surnames and that a direct Chinese transliteration of the name "Marco" ignores the possibility of him taking on a Chinese or even Mongol name with no bearing or similarity with his Latin name.[118]
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Also in reply to Wood, Jørgen Jensen recalled the meeting of Marco Polo and Pietro d'Abano in the late 13th century. During this meeting Marco gave to Pietro details of the astronomical observations he had made on his journey. These observations are only compatible with Marco's stay in China, Sumatra and the South China Sea[119] and are recorded in Pietro's book Conciliator Differentiarum, but not in Marco's Book of Travels.
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Reviewing Haw's book, Peter Jackson (author of The Mongols and the West) has said that Haw "must surely now have settled the controversy surrounding the historicity of Polo's visit to China".[120] Igor de Rachewiltz's review, which refutes Wood's points, concludes with a strongly-worded condemnation: "I regret to say that F. W.'s book falls short of the standard of scholarship that one would expect in a work of this kind. Her book can only be described as deceptive, both in relation to the author and to the public at large. Questions are posted that, in the majority of cases, have already been answered satisfactorily ... her attempt is unprofessional; she is poorly equipped in the basic tools of the trade, i.e., adequate linguistic competence and research methodology ... and her major arguments cannot withstand close scrutiny. Her conclusion fails to consider all the evidence supporting Marco Polo's credibility."[121]
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Some scholars believe that Marco Polo exaggerated his importance in China. The British historian David Morgan thought that Polo had likely exaggerated and lied about his status in China,[122] while Ronald Latham believed that such exaggerations were embellishments by his ghost writer Rustichello da Pisa.[84]
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Et meser Marc Pol meisme, celui de cui trate ceste livre, seingneurie ceste cité por trois anz.
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And the same Marco Polo, of whom this book relates, ruled this city for three years.
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This sentence in The Book of Marvels was interpreted as Marco Polo was "the governor" of the city of "Yangiu" Yangzhou for three years, and later of Hangzhou. This claim has raised some controversy. According to David Morgan no Chinese source mentions him as either a friend of the Emperor or as the governor of Yangzhou – indeed no Chinese source mentions Marco Polo at all.[122] In fact, in the 1960s the German historian Herbert Franke noted that all occurrences of Po-lo or Bolod (an Altaic word meaning "steel") in Yuan texts were names of people of Mongol or Turkic extraction.[107]
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However, in the 2010s the Chinese scholar Peng Hai identified Marco Polo with a certain "Boluo", a courtier of the emperor, who is mentioned in the Yuanshi ("History of Yuan") since he was arrested in 1274 by an imperial dignitary named Saman. The accusation was that Boluo had walked on the same side of the road as a female courtesan, in contravention of the order for men and women to walk on opposite sides of the road inside the city.[123] According to the "Yuanshi" records, Boluo was released at the request of the emperor himself, and was then transferred to the region of Ningxia, in the northeast of present-day China, in the spring of 1275. The date could correspond to the first mission of which Marco Polo speaks.[124]
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If this identification is correct, there is a record about Marco Polo in Chinese sources. These conjectures seem to be supported by the fact that in addition to the imperial dignitary Saman (the one who had arrested the official named "Boluo"), the documents mention his brother, Xiangwei. According to sources, Saman died shortly after the incident, while Xiangwei was transferred to Yangzhou in 1282–1283. Marco Polo reports that he was moved to Hangzhou the following year, in 1284. It has been supposed that these displacements are due to the intention to avoid further conflicts between the two.[125]
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The sinologist Paul Pelliot thought that Polo might have served as an officer of the government salt monopoly in Yangzhou, which was a position of some significance that could explain the exaggeration.[122]
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It may seem unlikely that a European could hold a position of power in the Mongolian empire. However, some records prove he was not the first nor the only one. In his book, Marco mentions an official named "Mar Sarchis" who probably was a Nestorian Christian bishop, and he says he founded two Christian churches in the region of "Caigiu". This official is actually mentioned in the local gazette Zhishun Zhenjian zhi under the name "Ma Xuelijisi" and the qualification of "General of Third Class". Always in the gazette, it is said Ma Xuelijsi was an assistant supervisor in the province of Zhenjiang for three years, and that during this time he founded two Christian churches.[126][127][125] In fact, it is a well-documented fact that Kublai Khan trusted foreigners more than Chinese subjects in internal affairs.[128][125]
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Stephen G. Haw challenges this idea that Polo exaggerated his own importance, writing that, "contrary to what has often been said ... Marco does not claim any very exalted position for himself in the Yuan empire."[129] He points out that Polo never claimed to hold high rank, such as a darughachi, who led a tumen – a unit that was normally 10,000 strong. In fact, Polo does not even imply that he had led 1,000 personnel. Haw points out that Polo himself appears to state only that he had been an emissary of the khan, in a position with some esteem. According to Haw, this is a reasonable claim if Polo was, for example, a keshig – a member of the imperial guard by the same name, which included as many as 14,000 individuals at the time.[129]
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Haw explains how the earliest manuscripts of Polo's accounts provide contradicting information about his role in Yangzhou, with some stating he was just a simple resident, others stating he was a governor, and Ramusio's manuscript claiming he was simply holding that office as a temporary substitute for someone else, yet all the manuscripts concur that he worked as an esteemed emissary for the khan.[130] Haw also objected to the approach to finding mention of Marco Polo in Chinese texts, contending that contemporaneous Europeans had little regard for using surnames, and a direct Chinese transcription of the name "Marco" ignores the possibility of him taking on a Chinese or even Mongol name that had no bearing or similarity with his Latin name.[129]
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Another controversial claim is at the chapter 145, when the Book of Marvels states that the three Polos provided the Mongols with technical advice on building mangonels during the Siege of Xiangyang,
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Adonc distrent les .II. freres et lor filz meser Marc. "Grant Sire, nos avon avech nos en nostre mesnie homes qe firont tielz mangan qe giteront si grant pieres qe celes de la cité ne poront sofrir mes se renderont maintenant."
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Then the two brothers and their son Marc said: "Great Lord, in our entourage we have men who will build such mangonels which launch such great stones, that the inhabitants of the city will not endure it and will immediately surrender."
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Since the siege was over in 1273, before Marco Polo had arrived in China for the first time, the claim cannot be true[122][131] The Mongol army that besieged Xiangyang did have foreign military engineers, but they were mentioned in Chinese sources as being from Baghdad and had Arabic names.[107] In this respect, Igor de Rachewiltz recalls that the claim that the three Polo were present at the siege of Xiang-yang is not present in all manuscripts, but Niccolò and Matteo could have made this suggestion. Therefore, this claim seems a subsequent addition to give more credibility to the story.[132][133]
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A number of errors in Marco Polo's account have been noted: for example, he described the bridge later known as Marco Polo Bridge as having twenty-four arches instead of eleven or thirteen.[39] He also said that city wall of Khanbaliq had twelve gates when it had only eleven.[134] Archaeologists have also pointed out that Polo may have mixed up the details from the two attempted invasions of Japan by Kublai Khan in 1274 and 1281. Polo wrote of five-masted ships, when archaeological excavations found that the ships in fact had only three masts.[135]
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Wood accused Marco Polo of taking other people's accounts in his book, retelling other stories as his own, or basing his accounts on Persian guidebooks or other lost sources. For example, Sinologist Francis Woodman Cleaves noted that Polo's account of the voyage of the princess Kököchin from China to Persia to marry the Īl-khān in 1293 has been confirmed by a passage in the 15th-century Chinese work Yongle Encyclopedia and by the Persian historian Rashid-al-Din Hamadani in his work Jami' al-tawarikh. However neither of these accounts mentions Polo or indeed any European as part of the bridal party,[98] and Wood used the lack of mention of Polo in these works as an example of Polo's "retelling of a well-known tale". Morgan, in Polo's defence, noted that even the princess herself was not mentioned in the Chinese source, and that it would have been surprising if Polo had been mentioned by Rashid-al-Din.[116] Historian Igor de Rachewiltz strongly criticised Wood's arguments in his review of her book.[136] Rachewiltz argued that Marco Polo's account in fact allows the Persian and Chinese sources to be reconciled – by relaying the information that two of the three envoys sent (mentioned in the Chinese source and whose names accord with those given by Polo) had died during the voyage, it explains why only the third who survived, Coja/Khoja, was mentioned by Rashìd al-Dìn. Polo had therefore completed the story by providing information not found in either source. He also noted that the only Persian source that mentions the princess was not completed until 1310–11, therefore Marco Polo could not have learned the information from any Persian book. According to de Rachewiltz, the concordance of Polo's detailed account of the princess with other independent sources that gave only incomplete information is proof of the veracity of Polo's story and his presence in China.[136]
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Morgan writes that since much of what The Book of Marvels has to say about China is "demonstrably correct", any claim that Polo did not go to China "creates far more problems than it solves", therefore the "balance of probabilities" strongly suggests that Polo really did go to China, even if he exaggerated somewhat his importance in China.[137] Haw dismisses the various anachronistic criticisms of Polo's accounts that started in the 17th century, and highlights Polo's accuracy in great part of his accounts, for example on the lay of the land such as the Grand Canal of China.[138] "If Marco was a liar," Haw writes, "then he must have been an implausibly meticulous one."[139]
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In 2012, the University of Tübingen Sinologist and historian Hans Ulrich Vogel released a detailed analysis of Polo's description of currencies, salt production and revenues, and argued that the evidence supports his presence in China because he included details which he could not have otherwise known.[96][140] Vogel noted that no other Western, Arab, or Persian sources have given such accurate and unique details about the currencies of China, for example, the shape and size of the paper, the use of seals, the various denominations of paper money as well as variations in currency usage in different regions of China, such as the use of cowry shells in Yunnan, details supported by archaeological evidence and Chinese sources compiled long after Polo's had left China.[141] His accounts of salt production and revenues from the salt monopoly are also accurate, and accord with Chinese documents of the Yuan era.[142] Economic historian Mark Elvin, in his preface to Vogel's 2013 monograph, concludes that Vogel "demonstrates by specific example after specific example the ultimately overwhelming probability of the broad authenticity" of Polo's account. Many problems were caused by the oral transmission of the original text and the proliferation of significantly different hand-copied manuscripts. For instance, did Polo exert "political authority" (seignora) in Yangzhou or merely "sojourn" (sejourna) there. Elvin concludes that "those who doubted, although mistaken, were not always being casual or foolish", but "the case as a whole had now been closed": the book is, "in essence, authentic, and, when used with care, in broad terms to be trusted as a serious though obviously not always final, witness."[143]
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Other lesser-known European explorers had already travelled to China, such as Giovanni da Pian del Carpine, but Polo's book meant that his journey was the first to be widely known. Christopher Columbus was inspired enough by Polo's description of the Far East to want to visit those lands for himself; a copy of the book was among his belongings, with handwritten annotations.[9] Bento de Góis, inspired by Polo's writings of a Christian kingdom in the east, travelled 4,000 miles (6,400 km) in three years across Central Asia. He never found the kingdom but ended his travels at the Great Wall of China in 1605, proving that Cathay was what Matteo Ricci (1552–1610) called "China".[144]
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Marco Polo's travels may have had some influence on the development of European cartography, ultimately leading to the European voyages of exploration a century later.[145] The 1453 Fra Mauro map was said by Giovanni Battista Ramusio (disputed by historian/cartographer Piero Falchetta, in whose work the quote appears) to have been partially based on the one brought from Cathay by Marco Polo:
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That fine illuminated world map on parchment, which can still be seen in a large cabinet alongside the choir of their monastery [the Camaldolese monastery of San Michele di Murano] was by one of the brothers of the monastery, who took great delight in the study of cosmography, diligently drawn and copied from a most beautiful and very old nautical map and a world map that had been brought from Cathay by the most honourable Messer Marco Polo and his father.
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Though Marco Polo never produced a map that illustrated his journey, his family drew several maps to the Far East based on the wayward's accounts. These collection of maps were signed by Polo's three daughters: Fantina, Bellela and Moreta.[146] Not only did it contain maps of his journey, but also sea routes to Japan, Siberia's Kamchatka Peninsula, the Bering Strait and even to the coastlines of Alaska, centuries before the rediscovery of the Americas by Europeans.
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There is a legend about Marco Polo importing pasta from China; however, it is actually a popular misconception,[147] originated with the Macaroni Journal, published by a food industries association with the goal of promoting the use of pasta in the United States.[148] Marco Polo describes in his book a food similar to "lasagna", but he uses a term with which he was already familiar. In fact, pasta had already been invented in Italy long time before Marco Polo's travels to Asia.[149] According to the newsletter of the National Macaroni Manufacturers Association[149] and food writer Jeffrey Steingarten,[150] the durum wheat was introduced by Arabs from Libya, during their rule over Sicily in the late 9th century, thus predating Marco Polo's travels by about four centuries.[150] Steingarten also mentioned that Jane Grigson believed the Marco Polo story to have originated in the 1920s or 30s in an advertisement for a Canadian spaghetti company.[150]
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The Marco Polo sheep, a subspecies of Ovis ammon, is named after the explorer,[151] who described it during his crossing of Pamir (ancient Mount Imeon) in 1271.[nb 2]
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In 1851, a three-masted clipper built in Saint John, New Brunswick also took his name; the Marco Polo was the first ship to sail around the world in under six months.[152]
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The airport in Venice is named Venice Marco Polo Airport.[153]
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The frequent flyer programme of Hong Kong flag carrier Cathay Pacific is known as the "Marco Polo Club".[154]
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Croatian state-owned shipping company's (Jadrolinija) ship connecting Split with Ancona in Italy is named after Marco Polo.[155]
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The travels of Marco Polo are fictionalised in a number works, such as:
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Marco Polo (/ˈmɑːrkoʊ ˈpoʊloʊ/ (listen), Venetian: [ˈmaɾko ˈpolo], Italian: [ˈmarko ˈpɔːlo]; 1254 – January 8–9, 1324)[1] was a Venetian merchant,[2][3] explorer, and writer who travelled through Asia along the Silk Road between 1271 and 1295. His travels are recorded in The Travels of Marco Polo (also known as Book of the Marvels of the World and Il Milione, c. 1300), a book that described to Europeans the then mysterious culture and inner workings of the Eastern world, including the wealth and great size of the Mongol Empire and China in the Yuan Dynasty, giving their first comprehensive look into China, Persia, India, Japan and other Asian cities and countries.[4]
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Born in Venice, Marco learned the mercantile trade from his father and his uncle, Niccolò and Maffeo, who travelled through Asia and met Kublai Khan. In 1269, they returned to Venice to meet Marco for the first time. The three of them embarked on an epic journey to Asia, exploring many places along the Silk Road until they reached Cathay (China). They were received by the royal court of Kublai Khan, who was impressed by Marco's intelligence and humility. Marco was appointed to serve as Khan's foreign emissary, and he was sent on many diplomatic missions throughout the empire and Southeast Asia, such as in present-day Burma, India, Indonesia, Sri Lanka and Vietnam.[5][6] As part of this appointment, Marco also traveled extensively inside China, living in the emperor's lands for 17 years and seeing many things that had previously been unknown to Europeans.[7] Around 1291, the Polos also offered to accompany the Mongol princess Kököchin to Persia; they arrived around 1293. After leaving the princess, they travelled overland to Constantinople and then to Venice, returning home after 24 years.[7] At this time, Venice was at war with Genoa; Marco was imprisoned and dictated his stories to Rustichello da Pisa, a cellmate. He was released in 1299, became a wealthy merchant, married, and had three children. He died in 1324 and was buried in the church of San Lorenzo in Venice.
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Though he was not the first European to reach China (see Europeans in Medieval China), Marco Polo was the first to explore some parts of Asia and to leave a detailed chronicle of his experience. This account of the Orient provided the Europeans with a clear picture of the East's geography and ethnic customs, and were the first Western record of porcelain, coal, gunpowder, paper money, and some Asian plants and exotic animals.[8] His travel book inspired Christopher Columbus[9] and many other travellers. There is substantial literature based on Polo's writings; he also influenced European cartography, leading to the introduction of the Fra Mauro map.
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Marco Polo was born around 1254 in Venice, capital of the Venetian Republic.[10][11][12] His father, Niccolò Polo, had his household in Venice and left Marco's mother pregnant in order to travel to Asia with his brother Maffeo Polo. Their return to Italy in order to "go to Venice and visit their household" is described in the Travels of Marco Polo as follows: they departed from Acre and went to Negropont, and from Negropont they continued their voyage to Venice. On their arrival there, Messer Nicolas found that his wife was dead, and that she had left behind her a son of fifteen years of age, whose name was Marco.[13]
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His first known ancestor was a great uncle, Marco Polo (the older) from Venice, who lent some money and commanded a ship in Costantinople. Andrea, Marco's grandfather, lived in Venice in "contrada San Felice", he had three sons: Marco "the older", Matteo e Niccolò (Marco's father).[14][15] Some old Venetian historical sources considered Polo's ancestors to be of far Dalmatian origin.[16][17][18]
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Marco Polo is most often mentioned in the archives of the Republic of Venice as Marco Paulo de confinio Sancti Iohannis Grisostomi,[19] which means Marco Polo of the contrada of St John Chrysostom Church.
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However, he was also nicknamed Milione during his lifetime (which in Italian language literally means 'Million'). In fact, the Italian title of his book was Il libro di Marco Polo detto il Milione, which means "The Book of Marco Polo, nicknamed 'Milione'". According to the 15th-century humanist Giovanni Battista Ramusio, his fellow citizens awarded him this nickname when he came back to Venice, because he kept on saying that Kublai Khan's wealth was counting in millions. More precisely, he was nicknamed Messer Marco Milioni (Mr Marco Millions).[20]
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However, since also his father Niccolò was nicknamed Milione,[21] 19th-century philologist Luigi Foscolo Benedetto was persuaded that Milione was a shortened version of Emilione, and that this nickname was used to distinguish Niccolò's and Marco's branch from other Polo families.[22][23]
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In 1168, his great-uncle, Marco Polo, borrowed money and commanded a ship in Constantinople.[24][25] His grandfather, Andrea Polo of the parish of San Felice, had three sons, Maffeo, yet another Marco, and the traveller's father Niccolò.[24] This genealogy, described by Ramusio, is not universally accepted as there is no additional evidence to support it.[26][27]
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His father, Niccolò Polo, a merchant, traded with the Near East, becoming wealthy and achieving great prestige.[28][29] Niccolò and his brother Maffeo set off on a trading voyage before Marco's birth.[30][29] In 1260, Niccolò and Maffeo, while residing in Constantinople, then the capital of the Latin Empire, foresaw a political change; they liquidated their assets into jewels and moved away.[28] According to The Travels of Marco Polo, they passed through much of Asia, and met with Kublai Khan, a Mongol ruler and founder of the Yuan dynasty.[31] Their decision to leave Constantinople proved timely. In 1261 Michael VIII Palaiologos, the ruler of the Empire of Nicaea, took Constantinople, promptly burned the Venetian quarter and re-established the Byzantine Empire. Captured Venetian citizens were blinded,[32] while many of those who managed to escape perished aboard overloaded refugee ships fleeing to other Venetian colonies in the Aegean Sea.
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Almost nothing is known about the childhood of Marco Polo until he was fifteen years old, except that he probably spent part of his childhood in Venice.[33][34][25] Meanwhile, Marco Polo's mother died, and an aunt and uncle raised him.[29] He received a good education, learning mercantile subjects including foreign currency, appraising, and the handling of cargo ships;[29] he learned little or no Latin.[28] His father later married Floradise Polo (née Trevisan).[27]
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In 1269, Niccolò and Maffeo returned to their families in Venice, meeting young Marco for the first time.[33] In 1271, during the rule of Doge Lorenzo Tiepolo, Marco Polo (at seventeen years of age), his father, and his uncle set off for Asia on the series of adventures that Marco later documented in his book.[35]
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They sailed to Acre and later rode on their camels to the Persian port Hormuz. During the first stages of the journey, they stayed for a few months in Acre and were able to speak with Archdeacon Tedaldo Visconti of Piacenza. The Polo family, on that occasion, had expressed their regret at the long lack of a pope, because on their previous trip to China they had received a letter from Kublai Khan to the Pope, and had thus had to leave for China disappointed. During the trip, however, they received news that after 33 months of vacation, finally the Conclave had elected the new Pope and that he was exactly the archdeacon of Acre. The three of them hurried to return to the Holy Land, where the new Pope entrusted them with letters for the "Great Khan", inviting him to send his emissaries to Rome. To give more weight to this mission he sent with the Polos, as his legates, two Dominican fathers, Guglielmo of Tripoli and Nicola of Piacenza.[36]
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They continued overland until they arrived at Kublai Khan's place in Shangdu, China (then known as Cathay). By this time, Marco was 21 years old.[37] Impressed by Marco's intelligence and humility, Khan appointed him to serve as his foreign emissary to India and Burma. He was sent on many diplomatic missions throughout his empire and in Southeast Asia (such as in present-day Indonesia, Sri Lanka and Vietnam),[5][6] but also entertained the Khan with stories and observations about the lands he saw. As part of this appointment, Marco traveled extensively inside China, living in the emperor's lands for 17 years.[7]
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Kublai initially refused several times to let the Polos return to Europe, as he appreciated their company and they became useful to him.[38] However, around 1291, he finally granted permission, entrusting the Polos with his last duty: accompany the Mongol princess Kököchin, who was to become the consort of Arghun Khan, in Persia (see Narrative section).[37][39] After leaving the princess, the Polos travelled overland to Constantinople. They later decided to return to their home.[37]
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They returned to Venice in 1295, after 24 years, with many riches and treasures. They had travelled almost 15,000 miles (24,000 km).[29]
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Marco Polo returned to Venice in 1295 with his fortune converted into gemstones. At this time, Venice was at war with the Republic of Genoa.[40] Polo armed a galley equipped with a trebuchet[41] to join the war. He was probably caught by Genoans in a skirmish in 1296, off the Anatolian coast between Adana and the Gulf of Alexandretta[42] (and not during the battle of Curzola (September 1298), off the Dalmatian coast,[43] a claim which is due to a later tradition (16th century) recorded by Giovanni Battista Ramusio.[44][45] )
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He spent several months of his imprisonment dictating a detailed account of his travels to a fellow inmate, Rustichello da Pisa,[29] who incorporated tales of his own as well as other collected anecdotes and current affairs from China. The book soon spread throughout Europe in manuscript form, and became known as The Travels of Marco Polo (Italian title: Il Milione, lit. "The Million", deriving from Polo's nickname "Milione". Original title in Franco-Italian : Livres des Merveilles du Monde). It depicts the Polos' journeys throughout Asia, giving Europeans their first comprehensive look into the inner workings of the Far East, including China, India, and Japan.[46]
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Polo was finally released from captivity in August 1299,[29] and returned home to Venice, where his father and uncle in the meantime had purchased a large palazzo in the zone named contrada San Giovanni Crisostomo (Corte del Milion).[47] For such a venture, the Polo family probably invested profits from trading, and even many gemstones they brought from the East.[47] The company continued its activities and Marco soon became a wealthy merchant. Marco and his uncle Maffeo financed other expeditions, but likely never left Venetian provinces, nor returned to the Silk Road and Asia.[48] Sometime before 1300, his father Niccolò died.[48] In 1300, he married Donata Badoèr, the daughter of Vitale Badoèr, a merchant.[49] They had three daughters, Fantina (married Marco Bragadin), Bellela (married Bertuccio Querini), and Moreta.[50][51]
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Pietro d'Abano philosopher, doctor and astrologer based in Padua, reports having spoken with Marco Polo about what he had observed in the vault of the sky during his travels. Marco told him that during his return trip to the South China Sea, he had spotted what he describes in a drawing as a star "shaped like a sack" (in Latin: ut sacco) with a big tail (magna habens caudam), most likely a comet. Astronomers agree that there were no comets sighted in Europe at the end of 1200, but there are records about a comet sighted in China and Indonesia in 1293.[52] Interestingly, this circumstance does not appear in Polo's book of Travels. Peter D'Abano kept the drawing in his volume "Conciliator Differentiarum, quæ inter Philosophos et Medicos Versantur". Marco Polo gave Pietro other astronomical observations he made in the Southern Hemisphere, and also a description of the Sumatran rhinoceros, which are collected in the Conciliator.[52]
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In 1305 he is mentioned in a Venetian document among local sea captains regarding the payment of taxes.[27] His relation with a certain Marco Polo, who in 1300 was mentioned with riots against the aristocratic government, and escaped the death penalty, as well as riots from 1310 led by Bajamonte Tiepolo and Marco Querini, among whose rebels were Jacobello and Francesco Polo from another family branch, is unclear.[27] Polo is clearly mentioned again after 1305 in Maffeo's testament from 1309–1310, in a 1319 document according to which he became owner of some estates of his deceased father, and in 1321, when he bought part of the family property of his wife Donata.[27]
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In 1323, Polo was confined to bed, due to illness.[53] On January 8, 1324, despite physicians' efforts to treat him, Polo was on his deathbed.[54] To write and certify the will, his family requested Giovanni Giustiniani, a priest of San Procolo. His wife, Donata, and his three daughters were appointed by him as co-executrices.[54] The church was entitled by law to a portion of his estate; he approved of this and ordered that a further sum be paid to the convent of San Lorenzo, the place where he wished to be buried.[54] He also set free Peter, a Tartar servant, who may have accompanied him from Asia,[55] and to whom Polo bequeathed 100 lire of Venetian denari.[56]
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He divided up the rest of his assets, including several properties, among individuals, religious institutions, and every guild and fraternity to which he belonged.[54] He also wrote off multiple debts including 300 lire that his sister-in-law owed him, and others for the convent of San Giovanni, San Paolo of the Order of Preachers, and a cleric named Friar Benvenuto.[54] He ordered 220 soldi be paid to Giovanni Giustiniani for his work as a notary and his prayers.[57]
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The will was not signed by Polo, but was validated by the then-relevant "signum manus" rule, by which the testator only had to touch the document to make it legally valid.[56][58] Due to the Venetian law stating that the day ends at sunset, the exact date of Marco Polo's death cannot be determined, but according to some scholars it was between the sunsets of January 8 and 9, 1324.[59] Biblioteca Marciana, which holds the original copy of his testament, dates the testament on January 9, 1323, and gives the date of his death at some time in June 1324.[58]
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An authoritative version of Marco Polo's book does not and cannot exist, for the early manuscripts differ significantly, and the reconstruction of the original text is a matter of textual criticism. A total of about 150 copies in various languages are known to exist. Before availability of printing press, errors were frequently made during copying and translating, so there are many differences between the various copies.[60][61]
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Polo related his memoirs orally to Rustichello da Pisa while both were prisoners of the Genova Republic. Rustichello wrote Devisement du Monde in Franco-Venetian.[62] The idea probably was to create a handbook for merchants, essentially a text on weights, measures and distances.[63]
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The oldest surviving manuscript is in Old French heavily flavoured with Italian;[64] According to the Italian scholar Luigi Foscolo Benedetto, this "F" text is the basic original text, which he corrected by comparing it with the somewhat more detailed Italian of Giovanni Battista Ramusio, together with a Latin manuscript in the Biblioteca Ambrosiana. Other early important sources are R (Ramusio's Italian translation first printed in 1559), and Z (a fifteenth-century Latin manuscript kept at Toledo, Spain). Another Old French Polo manuscript, dating to around 1350, is held by the National Library of Sweden.[65]
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One of the early manuscripts Iter Marci Pauli Veneti was a translation into Latin made by the Dominican brother Francesco Pipino in 1302, just a few years after Marco's return to Venice. Since Latin was then the most widespread and authoritative language of culture, it is suggested that Rustichello's text was translated into Latin for a precise will of the Dominican Order, and this helped to promote the book on a European scale.[19]
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The first English translation is the Elizabethan version by John Frampton published in 1579, The most noble and famous travels of Marco Polo, based on Santaella's Castilian translation of 1503 (the first version in that language).[66]
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The published editions of Polo's book rely on single manuscripts, blend multiple versions together, or add notes to clarify, for example in the English translation by Henry Yule. The 1938 English translation by A.C. Moule and Paul Pelliot is based on a Latin manuscript found in the library of the Cathedral of Toledo in 1932, and is 50% longer than other versions.[67] The popular translation published by Penguin Books in 1958 by R. E. Latham works several texts together to make a readable whole.[68]
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The book opens with a preface describing his father and uncle traveling to Bolghar where Prince Berke Khan lived. A year later, they went to Ukek[69] and continued to Bukhara. There, an envoy from the Levant invited them to meet Kublai Khan, who had never met Europeans.[70] In 1266, they reached the seat of Kublai Khan at Dadu, present day Beijing, China. Kublai received the brothers with hospitality and asked them many questions regarding the European legal and political system.[71] He also inquired about the Pope and Church in Rome.[72] After the brothers answered the questions he tasked them with delivering a letter to the Pope, requesting 100 Christians acquainted with the Seven Arts (grammar, rhetoric, logic, geometry, arithmetic, music and astronomy). Kublai Khan requested also that an envoy bring him back oil of the lamp in Jerusalem.[73] The long sede vacante between the death of Pope Clement IV in 1268 and the election of his successor delayed the Polos in fulfilling Kublai's request. They followed the suggestion of Theobald Visconti, then papal legate for the realm of Egypt, and returned to Venice in 1269 or 1270 to await the nomination of the new Pope, which allowed Marco to see his father for the first time, at the age of fifteen or sixteen.[74]
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In 1271, Niccolò, Maffeo and Marco Polo embarked on their voyage to fulfil Kublai's request. They sailed to Acre, and then rode on camels to the Persian port of Hormuz. The Polos wanted to sail straight into China, but the ships there were not seaworthy, so they continued overland through the Silk Road, until reaching Kublai's summer palace in Shangdu, near present-day Zhangjiakou. In one instance during their trip, the Polos joined a caravan of travelling merchants whom they crossed paths with. Unfortunately, the party was soon attacked by bandits, who used the cover of a sandstorm to ambush them. The Polos managed to fight and escape through a nearby town, but many members of the caravan were killed or enslaved.[75] Three and a half years after leaving Venice, when Marco was about 21 years old, the Polos were welcomed by Kublai into his palace.[29] The exact date of their arrival is unknown, but scholars estimate it to be between 1271 and 1275.[nb 1] On reaching the Yuan court, the Polos presented the sacred oil from Jerusalem and the papal letters to their patron.[28]
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Marco knew four languages, and the family had accumulated a great deal of knowledge and experience that was useful to Kublai. It is possible that he became a government official;[29] he wrote about many imperial visits to China's southern and eastern provinces, the far south and Burma.[76] They were highly respected and sought after in the Mongolian court, and so Kublai Khan decided to decline the Polos' requests to leave China. They became worried about returning home safely, believing that if Kublai died, his enemies might turn against them because of their close involvement with the ruler. In 1292, Kublai's great-nephew, then ruler of Persia, sent representatives to China in search of a potential wife, and they asked the Polos to accompany them, so they were permitted to return to Persia with the wedding party—which left that same year from Zaitun in southern China on a fleet of 14 junks. The party sailed to the port of Singapore,[77] travelled north to Sumatra,[78] and sailed west to the Point Pedro port of Jaffna under Savakanmaindan and to Pandyan of Tamilakkam.[79] Eventually Polo crossed the Arabian Sea to Hormuz. The two-year voyage was a perilous one—of the six hundred people (not including the crew) in the convoy only eighteen had survived (including all three Polos).[80] The Polos left the wedding party after reaching Hormuz and travelled overland to the port of Trebizond on the Black Sea, the present day Trabzon.[29]
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The British scholar Ronald Latham has pointed out that The Book of Marvels was in fact a collaboration written in 1298–1299 between Polo and a professional writer of romances, Rustichello of Pisa.[81] It is believed that Polo related his memoirs orally to Rustichello da Pisa while both were prisoners of the Genova Republic. Rustichello wrote Devisement du Monde in Franco-Venetian language, which was the language of culture widespread in northern Italy between the subalpine belt and the lower Po between the 13th and 15th centuries.[62][82]
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Latham also argued that Rustichello may have glamorised Polo's accounts, and added fantastic and romantic elements that made the book a bestseller.[81] The Italian scholar Luigi Foscolo Benedetto had previously demonstrated that the book was written in the same "leisurely, conversational style" that characterised Rustichello's other works, and that some passages in the book were taken verbatim or with minimal modifications from other writings by Rustichello. For example, the opening introduction in The Book of Marvels to "emperors and kings, dukes and marquises" was lifted straight out of an Arthurian romance Rustichello had written several years earlier, and the account of the second meeting between Polo and Kublai Khan at the latter's court is almost the same as that of the arrival of Tristan at the court of King Arthur at Camelot in that same book.[83] Latham believed that many elements of the book, such as legends of the Middle East and mentions of exotic marvels, may have been the work of Rustichello who was giving what medieval European readers expected to find in a travel book.[84]
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Apparently, from the very beginning Marco's story aroused contrasting reactions, as it was received by some with a certain disbelief. The Dominican father Francesco Pipino was the author of a translation into Latin, Iter Marci Pauli Veneti in 1302, just a few years after Marco's return to Venice. Francesco Pipino solemnly affirmed the truthfulness of the book and defined Marco as a "prudent, honoured and faithful man".[85]
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In his writings, the Dominican brother Jacopo d'Acqui explains why his contemporaries were skeptical about the content of the book. He also relates that before dying, Marco Polo insisted that "he had told only a half of the things he had seen".[85]
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According to some recent research of the Italian scholar Antonio Montefusco, the very close relationship that Marco Polo cultivated with members of the Dominican Order in Venice suggests that local fathers collaborated with him for a Latin version of the book, which means that Rustichello's text was translated into Latin for a precise will of the Order.[19]
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Since Dominican fathers had among their missions that of evangelizing foreign peoples (cf. the role of Dominican missionaries in China[86] and in the Indies[87]), it is reasonable to think that they considered Marco's book as a trustworthy piece of information for missions in the East. The diplomatic communications between Pope Innocent IV and Pope Gregory X with the Mongols[88] were probably another reason for this endorsement. At the time, there was open discussion of a possible Christian-Mongul alliance with an anti-Islamic function.[89] In fact, a Mongol delegate was solemny baptised at the Second Council of Lyon. At the council, Pope Gregory X promulgated a new Crusade to start in 1278 in liaison with the Mongols.[90]
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Since its publication, some have viewed the book with skepticism.[91] Some in the Middle Ages regarded the book simply as a romance or fable, due largely to the sharp difference of its descriptions of a sophisticated civilisation in China to other early accounts by Giovanni da Pian del Carpine and William of Rubruck, who portrayed the Mongols as 'barbarians' who appeared to belong to 'some other world'.[91] Doubts have also been raised in later centuries about Marco Polo's narrative of his travels in China, for example for his failure to mention the Great Wall of China, and in particular the difficulties in identifying many of the place names he used[92] (the great majority, however, have since been identified).[93] Many have questioned if he had visited the places he mentioned in his itinerary, if he had appropriated the accounts of his father and uncle or other travelers, and some doubted if he even reached China, or that if he did, perhaps never went beyond Khanbaliq (Beijing).[92][94]
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It has however been pointed out that Polo's accounts of China are more accurate and detailed than other travelers' accounts of the periods. Polo had at times refuted the 'marvelous' fables and legends given in other European accounts, and despite some exaggerations and errors, Polo's accounts have relatively few of the descriptions of irrational marvels. In many cases where present (mostly given in the first part before he reached China, such as mentions of Christian miracles), he made a clear distinction that they are what he had heard rather than what he had seen. It is also largely free of the gross errors found in other accounts such as those given by the Moroccan traveler Ibn Battuta who had confused the Yellow River with the Grand Canal and other waterways, and believed that porcelain was made from coal.[95]
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Modern studies have further shown that details given in Marco Polo's book, such as the currencies used, salt productions and revenues, are accurate and unique. Such detailed descriptions are not found in other non-Chinese sources, and their accuracy is supported by archaeological evidence as well as Chinese records compiled after Polo had left China. His accounts are therefore unlikely to have been obtained second hand.[96] Other accounts have also been verified; for example, when visiting Zhenjiang in Jiangsu, China, Marco Polo noted that a large number of Christian churches had been built there. His claim is confirmed by a Chinese text of the 14th century explaining how a Sogdian named Mar-Sargis from Samarkand founded six Nestorian Christian churches there in addition to one in Hangzhou during the second half of the 13th century.[97] His story of the princess Kököchin sent from China to Persia to marry the Īl-khān is also confirmed by independent sources in both Persia and China.[98]
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According to some Croatian sources the exact date and place of birth are "archivally"[clarification needed] unknown.[99][16] The same sources also claimed Constantinople[100][16] and the island of Curzola (today Korčula, in Croatia) as his possible birthplace.[101][16][102] The lack of evidence makes the Curzola/Korčula theory (probably under Ramusio influence)[103] as a specific birthplace strongly disputed.[104] A scientific paper edited in 2013 states that "the story of the Korčulan origin of Marco Polo and/or his family can be approached as pure falsification or even as a theft of heritage... ".[105]
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Skeptics have long wondered if Marco Polo wrote his book based on hearsay, with some pointing to omissions about noteworthy practices and structures of China as well as the lack of details on some places in his book. While Polo describes paper money and the burning of coal, he fails to mention the Great Wall of China, tea, Chinese characters, chopsticks, or footbinding.[106] His failure to note the presence of the Great Wall of China was first raised in the middle of seventeenth century, and in the middle of eighteenth century, it was suggested that he might have never reached China.[92] Later scholars such as John W. Haeger argued that Marco Polo might not have visited Southern China due to the lack of details in his description of southern Chinese cities compared to northern ones, while Herbert Franke also raised the possibility that Marco Polo might not have been to China at all, and wondered if he might have based his accounts on Persian sources due to his use of Persian expressions.[94][107] This is taken further by Dr. Frances Wood who claimed in her 1995 book Did Marco Polo Go to China? that at best Polo never went farther east than Persia (modern Iran), and that there is nothing in The Book of Marvels about China that could not be obtained via reading Persian books.[108] Wood maintains that it is more probable that Polo only went to Constantinople (modern Istanbul, Turkey) and some of the Italian merchant colonies around the Black Sea, picking hearsay from those travellers who had been farther east.[108]
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Supporters of Polo's basic accuracy countered on the points raised by skeptics such as footbinding and the Great Wall of China. Historian Stephen G. Haw argued that the Great Walls were built to keep out northern invaders, whereas the ruling dynasty during Marco Polo's visit were those very northern invaders. They note that the Great Wall familiar to us today is a Ming structure built some two centuries after Marco Polo's travels; and that the Mongol rulers whom Polo served controlled territories both north and south of today's wall, and would have no reasons to maintain any fortifications that may have remained there from the earlier dynasties.[109] Other Europeans who travelled to Khanbaliq during the Yuan dynasty, such as Giovanni de' Marignolli and Odoric of Pordenone, said nothing about the wall either. The Muslim traveler Ibn Battuta, who asked about the wall when he visited China during the Yuan dynasty, could find no one who had either seen it or knew of anyone who had seen it, suggesting that while ruins of the wall constructed in the earlier periods might have existed, they were not significant or noteworthy at that time.[109]
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Haw also argued that footbinding was not common even among Chinese during Polo's time and almost unknown among the Mongols. While the Italian missionary Odoric of Pordenone who visited Yuan China mentioned footbinding (it is however unclear whether he was merely relaying something he had heard as his description is inaccurate),[110] no other foreign visitors to Yuan China mentioned the practice, perhaps an indication that the footbinding was not widespread or was not practiced in an extreme form at that time.[111] Marco Polo himself noted (in the Toledo manuscript) the dainty walk of Chinese women who took very short steps.[109] It has also been noted by other scholars that many of the things not mentioned by Marco Polo such as tea and chopsticks were not mentioned by other travelers as well.[39] Haw also pointed out that despite the few omissions, Marco Polo's account is more extensive, more accurate and more detailed than those of other foreign travelers to China in this period.[112] Marco Polo even observed Chinese nautical inventions such as the watertight compartments of bulkhead partitions in Chinese ships, knowledge of which he was keen to share with his fellow Venetians.[113]
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In addition to Haw, a number of other scholars have argued in favor of the established view that Polo was in China in response to Wood's book.[114] Wood's book has been criticized by figures including Igor de Rachewiltz (translator and annotator of The Secret History of the Mongols) and Morris Rossabi (author of Kublai Khan: his life and times).[115] The historian David Morgan points out basic errors made in Wood's book such as confusing the Liao dynasty with the Jin dynasty, and he found no compelling evidence in the book that would convince him that Marco Polo did not go to China.[116] Haw also argues in his book Marco Polo's China that Marco's account is much more correct and accurate than has often been supposed and that it is extremely unlikely that he could have obtained all the information in his book from second-hand sources.[117] Haw also criticizes Wood's approach to finding mention of Marco Polo in Chinese texts by contending that contemporaneous Europeans had little regard for using surnames and that a direct Chinese transliteration of the name "Marco" ignores the possibility of him taking on a Chinese or even Mongol name with no bearing or similarity with his Latin name.[118]
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Also in reply to Wood, Jørgen Jensen recalled the meeting of Marco Polo and Pietro d'Abano in the late 13th century. During this meeting Marco gave to Pietro details of the astronomical observations he had made on his journey. These observations are only compatible with Marco's stay in China, Sumatra and the South China Sea[119] and are recorded in Pietro's book Conciliator Differentiarum, but not in Marco's Book of Travels.
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Reviewing Haw's book, Peter Jackson (author of The Mongols and the West) has said that Haw "must surely now have settled the controversy surrounding the historicity of Polo's visit to China".[120] Igor de Rachewiltz's review, which refutes Wood's points, concludes with a strongly-worded condemnation: "I regret to say that F. W.'s book falls short of the standard of scholarship that one would expect in a work of this kind. Her book can only be described as deceptive, both in relation to the author and to the public at large. Questions are posted that, in the majority of cases, have already been answered satisfactorily ... her attempt is unprofessional; she is poorly equipped in the basic tools of the trade, i.e., adequate linguistic competence and research methodology ... and her major arguments cannot withstand close scrutiny. Her conclusion fails to consider all the evidence supporting Marco Polo's credibility."[121]
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Some scholars believe that Marco Polo exaggerated his importance in China. The British historian David Morgan thought that Polo had likely exaggerated and lied about his status in China,[122] while Ronald Latham believed that such exaggerations were embellishments by his ghost writer Rustichello da Pisa.[84]
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Et meser Marc Pol meisme, celui de cui trate ceste livre, seingneurie ceste cité por trois anz.
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And the same Marco Polo, of whom this book relates, ruled this city for three years.
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This sentence in The Book of Marvels was interpreted as Marco Polo was "the governor" of the city of "Yangiu" Yangzhou for three years, and later of Hangzhou. This claim has raised some controversy. According to David Morgan no Chinese source mentions him as either a friend of the Emperor or as the governor of Yangzhou – indeed no Chinese source mentions Marco Polo at all.[122] In fact, in the 1960s the German historian Herbert Franke noted that all occurrences of Po-lo or Bolod (an Altaic word meaning "steel") in Yuan texts were names of people of Mongol or Turkic extraction.[107]
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However, in the 2010s the Chinese scholar Peng Hai identified Marco Polo with a certain "Boluo", a courtier of the emperor, who is mentioned in the Yuanshi ("History of Yuan") since he was arrested in 1274 by an imperial dignitary named Saman. The accusation was that Boluo had walked on the same side of the road as a female courtesan, in contravention of the order for men and women to walk on opposite sides of the road inside the city.[123] According to the "Yuanshi" records, Boluo was released at the request of the emperor himself, and was then transferred to the region of Ningxia, in the northeast of present-day China, in the spring of 1275. The date could correspond to the first mission of which Marco Polo speaks.[124]
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If this identification is correct, there is a record about Marco Polo in Chinese sources. These conjectures seem to be supported by the fact that in addition to the imperial dignitary Saman (the one who had arrested the official named "Boluo"), the documents mention his brother, Xiangwei. According to sources, Saman died shortly after the incident, while Xiangwei was transferred to Yangzhou in 1282–1283. Marco Polo reports that he was moved to Hangzhou the following year, in 1284. It has been supposed that these displacements are due to the intention to avoid further conflicts between the two.[125]
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The sinologist Paul Pelliot thought that Polo might have served as an officer of the government salt monopoly in Yangzhou, which was a position of some significance that could explain the exaggeration.[122]
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It may seem unlikely that a European could hold a position of power in the Mongolian empire. However, some records prove he was not the first nor the only one. In his book, Marco mentions an official named "Mar Sarchis" who probably was a Nestorian Christian bishop, and he says he founded two Christian churches in the region of "Caigiu". This official is actually mentioned in the local gazette Zhishun Zhenjian zhi under the name "Ma Xuelijisi" and the qualification of "General of Third Class". Always in the gazette, it is said Ma Xuelijsi was an assistant supervisor in the province of Zhenjiang for three years, and that during this time he founded two Christian churches.[126][127][125] In fact, it is a well-documented fact that Kublai Khan trusted foreigners more than Chinese subjects in internal affairs.[128][125]
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Stephen G. Haw challenges this idea that Polo exaggerated his own importance, writing that, "contrary to what has often been said ... Marco does not claim any very exalted position for himself in the Yuan empire."[129] He points out that Polo never claimed to hold high rank, such as a darughachi, who led a tumen – a unit that was normally 10,000 strong. In fact, Polo does not even imply that he had led 1,000 personnel. Haw points out that Polo himself appears to state only that he had been an emissary of the khan, in a position with some esteem. According to Haw, this is a reasonable claim if Polo was, for example, a keshig – a member of the imperial guard by the same name, which included as many as 14,000 individuals at the time.[129]
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Haw explains how the earliest manuscripts of Polo's accounts provide contradicting information about his role in Yangzhou, with some stating he was just a simple resident, others stating he was a governor, and Ramusio's manuscript claiming he was simply holding that office as a temporary substitute for someone else, yet all the manuscripts concur that he worked as an esteemed emissary for the khan.[130] Haw also objected to the approach to finding mention of Marco Polo in Chinese texts, contending that contemporaneous Europeans had little regard for using surnames, and a direct Chinese transcription of the name "Marco" ignores the possibility of him taking on a Chinese or even Mongol name that had no bearing or similarity with his Latin name.[129]
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Another controversial claim is at the chapter 145, when the Book of Marvels states that the three Polos provided the Mongols with technical advice on building mangonels during the Siege of Xiangyang,
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Adonc distrent les .II. freres et lor filz meser Marc. "Grant Sire, nos avon avech nos en nostre mesnie homes qe firont tielz mangan qe giteront si grant pieres qe celes de la cité ne poront sofrir mes se renderont maintenant."
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Then the two brothers and their son Marc said: "Great Lord, in our entourage we have men who will build such mangonels which launch such great stones, that the inhabitants of the city will not endure it and will immediately surrender."
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Since the siege was over in 1273, before Marco Polo had arrived in China for the first time, the claim cannot be true[122][131] The Mongol army that besieged Xiangyang did have foreign military engineers, but they were mentioned in Chinese sources as being from Baghdad and had Arabic names.[107] In this respect, Igor de Rachewiltz recalls that the claim that the three Polo were present at the siege of Xiang-yang is not present in all manuscripts, but Niccolò and Matteo could have made this suggestion. Therefore, this claim seems a subsequent addition to give more credibility to the story.[132][133]
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A number of errors in Marco Polo's account have been noted: for example, he described the bridge later known as Marco Polo Bridge as having twenty-four arches instead of eleven or thirteen.[39] He also said that city wall of Khanbaliq had twelve gates when it had only eleven.[134] Archaeologists have also pointed out that Polo may have mixed up the details from the two attempted invasions of Japan by Kublai Khan in 1274 and 1281. Polo wrote of five-masted ships, when archaeological excavations found that the ships in fact had only three masts.[135]
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Wood accused Marco Polo of taking other people's accounts in his book, retelling other stories as his own, or basing his accounts on Persian guidebooks or other lost sources. For example, Sinologist Francis Woodman Cleaves noted that Polo's account of the voyage of the princess Kököchin from China to Persia to marry the Īl-khān in 1293 has been confirmed by a passage in the 15th-century Chinese work Yongle Encyclopedia and by the Persian historian Rashid-al-Din Hamadani in his work Jami' al-tawarikh. However neither of these accounts mentions Polo or indeed any European as part of the bridal party,[98] and Wood used the lack of mention of Polo in these works as an example of Polo's "retelling of a well-known tale". Morgan, in Polo's defence, noted that even the princess herself was not mentioned in the Chinese source, and that it would have been surprising if Polo had been mentioned by Rashid-al-Din.[116] Historian Igor de Rachewiltz strongly criticised Wood's arguments in his review of her book.[136] Rachewiltz argued that Marco Polo's account in fact allows the Persian and Chinese sources to be reconciled – by relaying the information that two of the three envoys sent (mentioned in the Chinese source and whose names accord with those given by Polo) had died during the voyage, it explains why only the third who survived, Coja/Khoja, was mentioned by Rashìd al-Dìn. Polo had therefore completed the story by providing information not found in either source. He also noted that the only Persian source that mentions the princess was not completed until 1310–11, therefore Marco Polo could not have learned the information from any Persian book. According to de Rachewiltz, the concordance of Polo's detailed account of the princess with other independent sources that gave only incomplete information is proof of the veracity of Polo's story and his presence in China.[136]
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Morgan writes that since much of what The Book of Marvels has to say about China is "demonstrably correct", any claim that Polo did not go to China "creates far more problems than it solves", therefore the "balance of probabilities" strongly suggests that Polo really did go to China, even if he exaggerated somewhat his importance in China.[137] Haw dismisses the various anachronistic criticisms of Polo's accounts that started in the 17th century, and highlights Polo's accuracy in great part of his accounts, for example on the lay of the land such as the Grand Canal of China.[138] "If Marco was a liar," Haw writes, "then he must have been an implausibly meticulous one."[139]
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In 2012, the University of Tübingen Sinologist and historian Hans Ulrich Vogel released a detailed analysis of Polo's description of currencies, salt production and revenues, and argued that the evidence supports his presence in China because he included details which he could not have otherwise known.[96][140] Vogel noted that no other Western, Arab, or Persian sources have given such accurate and unique details about the currencies of China, for example, the shape and size of the paper, the use of seals, the various denominations of paper money as well as variations in currency usage in different regions of China, such as the use of cowry shells in Yunnan, details supported by archaeological evidence and Chinese sources compiled long after Polo's had left China.[141] His accounts of salt production and revenues from the salt monopoly are also accurate, and accord with Chinese documents of the Yuan era.[142] Economic historian Mark Elvin, in his preface to Vogel's 2013 monograph, concludes that Vogel "demonstrates by specific example after specific example the ultimately overwhelming probability of the broad authenticity" of Polo's account. Many problems were caused by the oral transmission of the original text and the proliferation of significantly different hand-copied manuscripts. For instance, did Polo exert "political authority" (seignora) in Yangzhou or merely "sojourn" (sejourna) there. Elvin concludes that "those who doubted, although mistaken, were not always being casual or foolish", but "the case as a whole had now been closed": the book is, "in essence, authentic, and, when used with care, in broad terms to be trusted as a serious though obviously not always final, witness."[143]
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Other lesser-known European explorers had already travelled to China, such as Giovanni da Pian del Carpine, but Polo's book meant that his journey was the first to be widely known. Christopher Columbus was inspired enough by Polo's description of the Far East to want to visit those lands for himself; a copy of the book was among his belongings, with handwritten annotations.[9] Bento de Góis, inspired by Polo's writings of a Christian kingdom in the east, travelled 4,000 miles (6,400 km) in three years across Central Asia. He never found the kingdom but ended his travels at the Great Wall of China in 1605, proving that Cathay was what Matteo Ricci (1552–1610) called "China".[144]
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Marco Polo's travels may have had some influence on the development of European cartography, ultimately leading to the European voyages of exploration a century later.[145] The 1453 Fra Mauro map was said by Giovanni Battista Ramusio (disputed by historian/cartographer Piero Falchetta, in whose work the quote appears) to have been partially based on the one brought from Cathay by Marco Polo:
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That fine illuminated world map on parchment, which can still be seen in a large cabinet alongside the choir of their monastery [the Camaldolese monastery of San Michele di Murano] was by one of the brothers of the monastery, who took great delight in the study of cosmography, diligently drawn and copied from a most beautiful and very old nautical map and a world map that had been brought from Cathay by the most honourable Messer Marco Polo and his father.
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Though Marco Polo never produced a map that illustrated his journey, his family drew several maps to the Far East based on the wayward's accounts. These collection of maps were signed by Polo's three daughters: Fantina, Bellela and Moreta.[146] Not only did it contain maps of his journey, but also sea routes to Japan, Siberia's Kamchatka Peninsula, the Bering Strait and even to the coastlines of Alaska, centuries before the rediscovery of the Americas by Europeans.
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There is a legend about Marco Polo importing pasta from China; however, it is actually a popular misconception,[147] originated with the Macaroni Journal, published by a food industries association with the goal of promoting the use of pasta in the United States.[148] Marco Polo describes in his book a food similar to "lasagna", but he uses a term with which he was already familiar. In fact, pasta had already been invented in Italy long time before Marco Polo's travels to Asia.[149] According to the newsletter of the National Macaroni Manufacturers Association[149] and food writer Jeffrey Steingarten,[150] the durum wheat was introduced by Arabs from Libya, during their rule over Sicily in the late 9th century, thus predating Marco Polo's travels by about four centuries.[150] Steingarten also mentioned that Jane Grigson believed the Marco Polo story to have originated in the 1920s or 30s in an advertisement for a Canadian spaghetti company.[150]
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The Marco Polo sheep, a subspecies of Ovis ammon, is named after the explorer,[151] who described it during his crossing of Pamir (ancient Mount Imeon) in 1271.[nb 2]
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In 1851, a three-masted clipper built in Saint John, New Brunswick also took his name; the Marco Polo was the first ship to sail around the world in under six months.[152]
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The airport in Venice is named Venice Marco Polo Airport.[153]
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The frequent flyer programme of Hong Kong flag carrier Cathay Pacific is known as the "Marco Polo Club".[154]
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Croatian state-owned shipping company's (Jadrolinija) ship connecting Split with Ancona in Italy is named after Marco Polo.[155]
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The travels of Marco Polo are fictionalised in a number works, such as:
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Tuesday is the day of the week between Monday and Wednesday. According to international standard ISO 8601, Monday is the first day of the week; thus, Tuesday is the second day of the week. According to some commonly used calendars, however, especially in the United States, Sunday is the first day of the week, so Tuesday is the third day of the week. The English name is derived from Old English Tiwesdæg and Middle English Tewesday, meaning "Tīw's Day", the day of Tiw or Týr, the god of single combat, and law and justice in Norse mythology. Tiw was equated with Mars in the interpretatio germanica, and the name of the day is a translation of Latin dies Martis.
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The name Tuesday derives from the Old English "Tiwesdæg" and literally means "Tiw's Day".[1] Tiw is the Old English form of the Proto-Germanic god *Tîwaz, or Týr in Old Norse. *Tîwaz derives from the Proto-Indo-European base *dei-, *deyā-, *dīdyā-, meaning 'to shine', whence comes also such words as "deity".[2]
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The Latin name dies Martis ("day of Mars") is equivalent to the Greek ἡμέρα Ἄρεως (Iméra Áreos). In most languages with Latin origins (Italian, French, Spanish, Catalan, Romanian, Galician, Sardinian, Corsican, but not Portuguese), the day is named after Mars, the Ancient Greek Ares Ἄρης .
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In some Slavic languages the word Tuesday originated from Old Church Slavonic word въторъ meaning "the second". Bulgarian and Russian "Вторник" (Vtornik) (Serbian:уторак (utorak)) is derived from the Bulgarian and Russian adjective for 'Second' - "Втори" (Vtori) or "Второй" (Vtoroi).
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In Japanese, the word Tuesday is 火曜日(ka youbi), meaning 'Mars day' from 火星 (kasei) (the planet). Similarly, in Korean the word Tuesday is 화요일 (hwa yo il), also meaning Mars day.
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In the Indo-Aryan languages Pali and Sanskrit the name of the day is taken from Angaraka ('one who is red in colour')[3] a style (manner of address) for Mangala, the god of war, and for Mars, the red planet.
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In the Nahuatl language, Tuesday is Huītzilōpōchtōnal (Nahuatl pronunciation: [wiːt͡siloːpoːt͡ʃˈtoːnaɬ]) meaning "day of Huitzilopochtli".
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In Arabic, Tuesday is الثلاثاء (Al-Thulatha') meaning "The third". When added after the word يوم (Yom or Youm) it means "The third day".
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In the Eastern Orthodox Church, Tuesdays are dedicated to Saint John the Baptist. The Octoechos contains hymns on this theme, arranged in an eight-week cycle, that are chanted on Tuesdays throughout the year. At the end of Divine Services on Tuesday, the dismissal begins with the words: "May Christ our True God, through the intercessions of his most-pure Mother, of the honorable and glorious Prophet, Forerunner and Baptist John…"
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In Hinduism, Tuesday is also a popular day for worshipping and praying to Hanuman, Kartikeya, Durga, Kali, and Ganesh, and many Hindus fast during Tuesday.[4]
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In the Greek world, Tuesday (the day of the week of the Fall of Constantinople) is considered an unlucky day.[5] The same is true in the Spanish-speaking world; it is believed that this is due to the association between Tuesday and Mars, the god of war and therefore related to death.[6] For both Greeks and Spanish-speakers, the 13th of the month is considered unlucky if it falls on Tuesday, instead of Friday. In Judaism, on the other hand, Tuesday is considered a particularly lucky day, because in Bereshit (parashah), known in the Christian tradition as the first chapters of Genesis,[7] the paragraph about this day contains the phrase "it was good" twice.[8]
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In the Thai solar calendar, the day is named for the Pali word for the planet Mars, which also means "Ashes of the Dead"; the color associated with Tuesday is pink.
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In the folk rhyme Monday's Child, "Tuesday's child is full of grace".
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In astrology, Tuesday is associated with the planet Mars and shares that planet's symbol, ♂. As Mars rules over Aries and Scorpio, these signs are also associated with Tuesday.
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Tuesday is the usual day for elections in the United States. Federal elections take place on the Tuesday after the first Monday in November; this date was established by a law of 1845 for presidential elections (specifically for the selection of the Electoral College), and was extended to elections for the House of Representatives in 1875 and for the Senate in 1914. Tuesday was the earliest day of the week which was practical for polling in the early 19th century: citizens might have to travel for a whole day to cast their vote, and would not wish to leave on Sunday which was a day of worship for the great majority of them. However, a bill was introduced in 2012 to move elections to weekends, with a co-sponsor stating that "by moving Election Day from a single day in the middle of the workweek to a full weekend, we are encouraging more working Americans to participate. Our democracy will be best served when our leaders are elected by as many Americans as possible."[9]
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Video games are commonly released on Tuesdays in the United States, this fact often attributed to the Sonic the Hedgehog 2 "Sonic 2s day" marketing campaign in 1992.[10] In addition, DVDs (also Blu-rays) are released on Tuesday.[11] Albums were typically released on Tuesdays as well, but this has changed to Fridays globally in 2015.[12]
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In Australia, events occurring on Tuesdays include:
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Rif Wars
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Henri Philippe Benoni Omer Pétain (24 April 1856[1] – 23 July 1951), generally known as Philippe Pétain (/peɪˈtæ̃/, French: [filip petɛ̃]), Marshal Pétain (Maréchal Pétain) and sometimes, The Old Marshal (Le Vieux Maréchal), was a French general officer who attained the position of Marshal of France at the end of World War I, during which he became known as The Lion of Verdun (Le Lion de Verdun). In collaboration with Nazi Germany, he then served as the Chief of State of Vichy France from 1940 to 1944. Pétain, who was 84 years old in 1940, ranks as France's oldest head of state.
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During World War I, Pétain led the French Army to victory at the nine-month-long Battle of Verdun. After the failed Nivelle Offensive and subsequent mutinies he was appointed Commander-in-Chief and succeeded in repairing the army's confidence. Pétain remained in command for the rest of the war and emerged as a national hero. During the interwar period he was head of the peacetime French Army, commanded joint Franco-Spanish operations during the Rif War and served twice as a government Minister. During this time he was known as Le Vieux Maréchal (The Old Marshal).
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With the imminent Fall of France in June 1940 in World War II, Pétain was appointed President of the Ministerial Council by President Lebrun at Bordeaux, and the Cabinet resolved to sign an armistice agreement with Germany. The entire government subsequently moved briefly to Clermont-Ferrand, then to the spa town of Vichy in central France. His government voted to transform the discredited French Third Republic into the French State, an authoritarian regime that collaborated with the Axis. After Germany and Italy occupied and disarmed France in November 1942, Pétain became a puppet of the German military administration.
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After the war, Pétain was tried and convicted for treason. He was originally sentenced to death, but due to his age and World War I service his sentence was commuted to life in prison. He died in 1951.
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Pétain was born in Cauchy-à-la-Tour (in the Pas-de-Calais département in Northern France) in 1856. His father, Omer-Venant, was a farmer. His great-uncle, a Catholic priest, Father Abbe Lefebvre (1771-1866), had served in Napoleon's Grande Armée and told the young Philippe tales of war and adventure of his campaigns from the peninsulas of Italy to the Alps in Switzerland. Highly impressed by the tales told by his uncle, his destiny was from then on determined by the army.
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Pétain was a bachelor until his sixties, and known for his womanising. Women were said to find his piercing blue eyes especially attractive. After World War I Pétain married his former girlfriend, Eugénie Hardon (1877–1962), "a particularly beautiful woman", on 14 September 1920; they remained married until the end of Pétain's life.[2] After rejecting Pétain's first marriage proposal, Hardon had married and divorced François de Hérain by 1914 when she was 35. At the opening of the Battle of Verdun in 1916, Pétain is said to have been fetched during the night from a Paris hotel by a staff officer who knew that he could be found with Eugénie Hardon.[3] She had no children by Pétain but already had a son from her first marriage, Pierre de Hérain, whom Pétain strongly disliked.[4]
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Pétain joined the French Army in 1876 and attended the St Cyr Military Academy in 1887 and the École Supérieure de Guerre (army war college) in Paris. Between 1878 and 1899, he served in various garrisons with different battalions of the Chasseurs à pied, the elite light infantry of the French Army. Thereafter, he alternated between staff and regimental assignments.
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Pétain's career progressed slowly, as he rejected the French Army philosophy of the furious infantry assault, arguing instead that "firepower kills". His views were later proved to be correct during the First World War. He was promoted to captain in 1890 and major (Chef de Bataillon) in 1900. Unlike many French officers, he served mainly in mainland France, never French Indochina or any of the African colonies, although he participated in the Rif campaign in Morocco. As colonel, he commanded the 33rd Infantry Regiment at Arras from 1911; the young lieutenant Charles de Gaulle, who served under him, later wrote that his "first colonel, Pétain, taught (him) the Art of Command". In the spring of 1914, he was given command of a brigade (still with the rank of colonel). However, aged 58 and having been told he would never become a general, Pétain had bought a villa for retirement.[5]
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Pétain led his brigade at the Battle of Guise (29 August 1914). At the end of August 1914 he was quickly promoted to brigadier-general and given command of the 6th Division in time for the First Battle of the Marne; little over a month later, in October 1914, he was promoted yet again and became XXXIII Corps commander. After leading his corps in the spring 1915 Artois Offensive, in July 1915 he was given command of the Second Army, which he led in the Champagne Offensive that autumn. He acquired a reputation as one of the more successful commanders on the Western Front.
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Pétain commanded the Second Army at the start of the Battle of Verdun in February 1916. During the battle, he was promoted to Commander of Army Group Centre, which contained a total of 52 divisions. Rather than holding down the same infantry divisions on the Verdun battlefield for months, akin to the German system, he rotated them out after only two weeks on the front lines. His decision to organise truck transport over the "Voie Sacrée" to bring a continuous stream of artillery, ammunition and fresh troops into besieged Verdun also played a key role in grinding down the German onslaught to a final halt in July 1916. In effect, he applied the basic principle that was a mainstay of his teachings at the École de Guerre (War College) before World War I: "le feu tue!" or "firepower kills!"—in this case meaning French field artillery, which fired over 15 million shells on the Germans during the first five months of the battle. Although Pétain did say "On les aura!" (an echoing of Joan of Arc, roughly: "We'll get them!"), the other famous quotation often attributed to him – "Ils ne passeront pas!" ("They shall not pass"!) – was actually uttered by Robert Nivelle who succeeded him in command of the Second Army at Verdun in May 1916. At the very end of 1916, Nivelle was promoted over Pétain to replace Joseph Joffre as French Commander-in-Chief.
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Because of his high prestige as a soldier's soldier, Pétain served briefly as Army Chief of Staff (from the end of April 1917). He then became Commander-in-Chief of the entire French army, replacing General Nivelle, whose Chemin des Dames offensive failed in April 1917, thereby provoking widespread mutinies in the French Army. They involved, to various degrees, nearly half of the French infantry divisions stationed on the Western Front. Pétain restored morale by talking to the men, promising no more suicidal attacks, providing rest for exhausted units, home furloughs, and moderate discipline. He held 3400 courts martial; 554 mutineers were sentenced to death but over 90% had their sentences commuted.[6] The mutinies were kept secret from the Germans and their full extent and intensity were not revealed until decades later. Gilbert and Bernard find multiple causes:
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Pétain conducted some successful but limited offensives in the latter part of 1917, unlike the British who stalled in an unsuccessful offensive at Passchendaele that autumn. Pétain, instead, held off from major French offensives until the Americans arrived in force on the front lines, which did not happen until the early summer of 1918. He was also waiting for the new Renault FT tanks to be introduced in large numbers, hence his statement at the time: "I am waiting for the tanks and the Americans."
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The year 1918 saw major German offensives on the Western Front. The first of these, Operation Michael in March 1918, threatened to split the British and French forces apart, and, after Pétain had threatened to retreat on Paris, the Doullens Conference was called. Just prior to the main meeting, Prime Minister Clemenceau claimed he heard Pétain say "les Allemands battront les Anglais en rase campagne, après quoi ils nous battront aussi" ("the Germans will beat the English (sic) in open country, then they'll beat us as well"). He reported this conversation to President Poincaré, adding "surely a general should not speak or think like that?" Haig recorded that Pétain had "a terrible look. He had the appearance of a commander who had lost his nerve". Pétain believed – wrongly – that Gough's Fifth Army had been routed like the Italians at Caporetto.[8] At the Conference, Ferdinand Foch was appointed as Allied Generalissimo, initially with powers to co-ordinate and deploy Allied reserves where he saw fit. Pétain eventually came to the aid of the British and secured the front with forty French divisions.
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Pétain proved a capable opponent of the Germans both in defence and through counter-attack. The third offensive, "Blücher", in May 1918, saw major German advances on the Aisne, as the French Army commander (Humbert) ignored Pétain's instructions to defend in depth and instead allowed his men to be hit by the initial massive German bombardment. By the time of the last German offensives, Gneisenau and the Second Battle of the Marne, Pétain was able to defend in depth and launch counter offensives, with the new French tanks and the assistance of the Americans. Later in the year, Pétain was stripped of his right of direct appeal to the French government and requested to report to Foch, who increasingly assumed the co-ordination and ultimately the command of the Allied offensives. After the war ended Pétain was made Marshal of France on 21 November 1918.[9]
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Pétain ended the war regarded "without a doubt, the most accomplished defensive tactician of any army" and "one of France's greatest military heroes" and was presented with his baton of Marshal of France at a public ceremony at Metz by President Raymond Poincaré on 8 December 1918.[10] He was summoned to be present at the signing of the Treaty of Versailles on 28 June 1919. His job as Commander-in-Chief came to an end with peace and demobilisation, and with Foch out of favour after his quarrel with the French government over the peace terms, it was Petain who, in January 1920, was appointed Vice-Chairman of the revived Conseil supérieur de la Guerre (Supreme War Council). This was France's highest military position, whose holder was Commander-in-Chief designate in the event of war and who had the right to overrule the Chief of the General Staff (a position held in the 1920s by Petain's protégés Buat and Debeney), and Petain would hold it until 1931.[11][12] Pétain was encouraged by friends to go into politics, although he protested that he had little interest in running for an elected position. He nevertheless tried and failed to get himself elected President following the November 1919 elections.[13]
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Shortly after the war, Pétain had placed before the government plans for a large tank and air force but "at the meeting of the Conseil supérieur de la Défense Nationale of 12 March 1920 the Finance Minister, François-Marsal, announced that although Pétain's proposals were excellent they were unaffordable". In addition, François-Marsal announced reductions – in the army from fifty-five divisions to thirty, in the air force, and did not mention tanks. It was left to the Marshals, Pétain, Joffre, and Foch, to pick up the pieces of their strategies. The General Staff, now under General Edmond Buat, began to think seriously about a line of forts along the frontier with Germany, and their report was tabled on 22 May 1922. The three Marshals supported this. The cuts in military expenditure meant that taking the offensive was now impossible and a defensive strategy was all they could have.[14]
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Pétain was appointed Inspector-General of the Army in February 1922 and produced, in concert with the new Chief of the General Staff, General Marie-Eugène Debeney, the new army manual entitled Provisional Instruction on the Tactical Employment of Large Units, which soon became known as 'the Bible'.[15] On 3 September 1925 Pétain was appointed sole Commander-in-Chief of French Forces in Morocco[16] to launch a major campaign against the Rif tribes, in concert with the Spanish Army, which was successfully concluded by the end of October. He was subsequently decorated, at Toledo, by King Alfonso XIII with the Spanish Medalla Militar.[17]
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In 1924 the National Assembly was elected on a platform of reducing the length of national service to one year, to which Pétain was almost violently opposed. In January 1926 the Chief of Staff, General Debeney, proposed to the Conseil a "totally new kind of army. Only 20 infantry divisions would be maintained on a standing basis". Reserves could be called up when needed. The Conseil had no option in the straitened circumstances but to agree. Pétain, of course, disapproved of the whole thing, pointing out that North Africa still had to be defended and in itself required a substantial standing army. But he recognised, after the new Army Organisation Law of 1927, that the tide was flowing against him. He would not forget that the Radical leader, Édouard Daladier, even voted against the whole package, on the grounds that the Army was still too large.[18]
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On 5 December 1925, after the Locarno Treaty, the Conseil demanded immediate action on a line of fortifications along the eastern frontier to counter the already proposed decline in manpower. A new commission for this purpose was established, under Joseph Joffre, and called for reports. In July 1927 Pétain himself went to reconnoitre the whole area. He returned with a revised plan and the commission then proposed two fortified regions. The Maginot Line, as it came to be called, (named after André Maginot the former Minister of War) thereafter occupied a good deal of Pétain's attention during 1928, when he also travelled extensively, visiting military installations up and down the country.[19] Pétain had based his strong support for the Maginot Line on his own experience of the role played by the forts during the Battle of Verdun in 1916.
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Captain Charles de Gaulle continued to be a protégé of Pétain throughout these years. He even allegedly named his eldest son after the Marshal, although it is more likely that he named his son after his family ancestor Jean Baptiste Philippe de Gaulle,[20] before finally falling out over the authorship of a book he had said he had ghost-written for Pétain.
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In 1928 Pétain had supported the creation of an independent air force removed from the control of the army, and on 9 February 1931, following his retirement as Vice-Chairman of the Supreme War Council, he was appointed Inspector-General of Air Defence.[21] His first report on air defence, submitted in July that year, advocated increased expenditure.[22] In 1931 Pétain was elected a Fellow of the Académie française. By 1932 the economic situation had worsened and Édouard Herriot's government had made "severe cuts in the defence budget... orders for new weapons systems all but dried up".[citation needed] Summer maneuvers in 1932 and 1933 were cancelled due to lack of funds, and recruitment to the armed forces fell off. In the latter year General Maxime Weygand claimed that "the French Army was no longer a serious fighting force". Édouard Daladier's new government retaliated against Weygand by reducing the number of officers and cutting military pensions and pay, arguing that such measures, apart from financial stringency, were in the spirit of the Geneva Disarmament Conference.[23]
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In 1938 Pétain encouraged and assisted the writer André Maurois in gaining election to the Académie française – an election which was highly contested, in part due to Maurois' Jewish origin. Maurois made a point of acknowledging with thanks his debt to Pétain in his 1941 autobiography, Call no man happy – though by the time of writing their paths had sharply diverged, Pétain having become Head of State of Vichy France while Maurois went into exile and sided with the Free French.
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Political unease was sweeping the country, and on 6 February 1934 the Paris police fired on a group of far-right rioters outside the Chamber of Deputies, killing 14 and wounding a further 236. President Lebrun invited 71-year-old Doumergue to come out of retirement and form a new "government of national unity". Pétain was invited, on 8 February, to join the new French cabinet as Minister of War, which he only reluctantly accepted after many representations. His important success that year was in getting Daladier's previous proposal to reduce the number of officers repealed. He improved the recruitment programme for specialists, and lengthened the training period by reducing leave entitlements. However Weygand reported to the Senate Army Commission that year that the French Army could still not resist a German attack. Marshals Louis Franchet d'Espèrey and Hubert Lyautey (the latter suddenly died in July) added their names to the report. After the autumn maneuvers, which Pétain had reinstated, a report was presented to Pétain that officers had been poorly instructed, had little basic knowledge, and no confidence. He was told, in addition, by Maurice Gamelin, that if the plebiscite in the Territory of the Saar Basin went for Germany it would be a serious military error for the French Army to intervene. Pétain responded by again petitioning the government for further funds for the army.[24] During this period, he repeatedly called for a lengthening of the term of compulsory military service for conscripts from two to three years, to no avail. Pétain accompanied President Lebrun to Belgrade for the funeral of King Alexander, who had been assassinated on 6 October 1934 in Marseille by Vlado Chernozemski, a Macedonian nationalist of Bulgarian origin. Here he met Hermann Göring and the two men reminisced about their experiences in the Great War. "When Goering returned to Germany he spoke admiringly of Pétain, describing him as a 'man of honour'".[25]
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In November the Doumergue government fell. Pétain had previously expressed interest in being named Minister of Education (as well as of War), a role in which he hoped to combat what he saw as the decay in French moral values.[26] Now, however, he refused to continue in Flandin's (short-lived) government as Minister of War and stood down – in spite of a direct appeal from Lebrun himself. At this moment an article appeared in the popular Le Petit Journal newspaper, calling for Pétain as a candidate for a dictatorship. 200,000 readers responded to the paper's poll. Pétain came first, with 47,000, ahead of Pierre Laval's 31,000 votes. These two men travelled to Warsaw for the funeral of the Polish Marshal Pilsudski in May 1935 (and another cordial meeting with Goering).[27] Although Le Petit Journal was conservative, Pétain's high reputation was bipartisan; socialist Léon Blum called him "the most human of our military commanders". Pétain did not get involved in non-military issues when in the Cabinet, and unlike other military leaders he did not have a reputation as an extreme Catholic or a monarchist.[28]
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He remained on the Conseil superieur. Weygand had been at the British Army 1934 manoeuvres at Tidworth Camp in June and was appalled by what he had seen. Addressing the Conseil on the 23rd, Pétain claimed that it would be fruitless to look for assistance to Britain in the event of a German attack. On 1 March 1935 Pétain's famous article[29] appeared in the Revue des deux mondes where he reviewed the history of the army since 1927–28. He criticised the reservist system in France, and her lack of adequate air power and armour. This article appeared just five days before Adolf Hitler's announcement of Germany's new air force and a week before the announcement that Germany was increasing its army to 36 divisions. On 26 April 1936 the general election results showed 5.5 million votes for the Popular Front parties against 4.5 million for the Right on an 84% turnout. On 3 May Pétain was interviewed in Le Journal where he launched an attack on the Franco-Soviet Pact, on Communism in general (France had the largest communist party in Western Europe), and on those who allowed Communists intellectual responsibility. He said that France had lost faith in her destiny.[30] Pétain was now in his 80th year.
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Some argue[who?] that Pétain, as France's most senior soldier after Foch's death, should bear some responsibility for the poor state of French weaponry preparation before World War II. But Pétain was only one of many military and other men on a very large committee responsible for national defence, and interwar governments frequently cut military budgets. In addition, with the restrictions imposed on Germany by the Versailles Treaty there seemed no urgency for vast expenditure until the advent of Hitler. It is argued[who?] that while Pétain supported the massive use of tanks he saw them mostly as infantry support, leading to the fragmentation of the French tank force into many types of unequal value spread out between mechanised cavalry (such as the SOMUA S35) and infantry support (mostly the Renault R35 tanks and the Char B1 bis). Modern infantry rifles and machine guns were not manufactured, with the sole exception of a light machine-rifle, the Mle 1924. The French heavy machine gun was still the Hotchkiss M1914, a capable weapon but decidedly obsolete compared to the new automatic weapons of German infantry. A modern infantry rifle was adopted in 1936 but very few of these MAS-36 rifles had been issued to the troops by 1940. A well-tested French semiautomatic rifle, the MAS 1938–39, was ready for adoption but it never reached the production stage until after World War II as the MAS 49. As to French artillery it had, basically, not been modernised since 1918. The result of all these failings is that the French Army had to face the invading enemy in 1940, with the dated weaponry of 1918. Pétain had been made, briefly, Minister of War in 1934. Yet his short period of total responsibility could not reverse 15 years of inactivity and constant cutbacks. The War Ministry was hamstrung between the wars and proved unequal to the tasks before them. French aviation entered the War in 1939 without even the prototype of a bomber aeroplane capable of reaching Berlin and coming back. French industrial efforts in fighter aircraft were dispersed among several firms (Dewoitine, Morane-Saulnier and Marcel Bloch), each with its own models. On the naval front, France had purposely overlooked building modern aircraft carriers and focused instead on four new conventional battleships, not unlike the German Navy.
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In March 1939 Pétain became the French ambassador to Spain. According to a New York Times article, Pétain had taught the Spanish dictator Francisco Franco "many years ago at France's war college" and was sent to Spain "in the hope he would win his former pupil away from Italian and German influence."[31] When World War II began in September, Pétain turned down Daladier's offer of a position in his government. However on 18 May 1940, after Germany invaded France, Pétain joined the new government of Paul Reynaud. Reynaud hoped that the hero of Verdun might instill a renewed spirit of resistance and patriotism in the French Army.[28] Reportedly Francisco Franco advised Pétain against leaving his diplomatic post in Madrid, to return to a collapsing France as a "sacrifice".[32]
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On 26 May, the invading Germans pushed back the French Army. General Maxime Weygand expressed his fury at British retreats and the unfulfilled promise of British fighter aircraft. He and Pétain regarded the military situation as hopeless. Colonel de Villelume subsequently stated before a parliamentary commission of inquiry in 1951 that Reynaud said, as Premier of France to Pétain on that day that they must seek an armistice.[33] Weygand said that he was in favour of saving the French army and that he "wished to avoid internal troubles and above all anarchy". Churchill's man in Paris, Edward Spears, kept up pressure on the French not to sign an armistice as this would result in the necessity for Britain to bomb French ports if occupied by Germany. Spears reported that Pétain did not respond immediately but stood there "perfectly erect, with no sign of panic or emotion. He did not disguise the fact that he considered the situation catastrophic. I could not detect any sign in him of broken morale, of that mental wringing of hands and incipient hysteria noticeable in others". Pétain later remarked to Reynaud about this threat, saying "your ally now threatens us".[citation needed]
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On 5 June, following the fall of Dunkirk, there was a Cabinet reshuffle, and Prime Minister Reynaud brought the newly promoted Brigadier-General de Gaulle, whose 4th Armoured Division had launched one of the few French counterattacks the previous month, into his War Cabinet. Pétain was displeased at de Gaulle’s appointment.[34] On 8 June, Paul Baudouin dined with Chautemps, and both declared that the war must end. Paris was now threatened, and the government was preparing to depart, although Pétain was opposed to such a move. During a cabinet meeting that day, Reynaud argued that before asking for an armistice, France would have to get Britain's permission to be relieved from their accord of March 1940 not to sign a separate cease fire. Pétain replied that "the interests of France come before those of Britain. Britain got us into this position, let us now try to get out of it".[citation needed].
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On 10 June, the government left Paris for Tours. Weygand, the Commander-in-Chief, now declared that "the fighting had become meaningless". He, Baudouin, and several members of the government were already set on an armistice. On 11 June, Churchill flew to the Château du Muguet, at Briare, near Orléans, where he put forward first his idea of a Breton redoubt, to which Weygand replied that it was just a "fantasy".[35] Churchill then said the French should consider "guerrilla warfare". Pétain then replied that it would mean the destruction of the country. Churchill then said the French should defend Paris and reminded Pétain of how he had come to the aid of the British with forty divisions in March 1918, and repeating Clemenceau's words "I will fight in front of Paris, in Paris, and behind Paris". To this, Churchill subsequently reported, Pétain replied quietly and with dignity that he had in those days a strategic reserve of sixty divisions; now, there were none, and the British ought to be providing divisions to aid France. Making Paris into a ruin would not affect the final event. At the conference Pétain met de Gaulle for the first time in two years. Pétain noted his recent promotion to general, adding that he did not congratulate him, as ranks were of no use in defeat. When de Gaulle protested that Pétain himself had been promoted to brigadier-general and division commander at the Battle of the Marne in 1914, he replied that there was "no comparison" with the present situation. De Gaulle later conceded that Pétain was right about that much at least.[36]
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On 12 June, after a second session of the conference, the cabinet met and Weygand again called for an armistice. He referred to the danger of military and civil disorder and the possibility of a Communist uprising in Paris. Pétain and Minister of Information Prouvost urged the cabinet to hear Weygand out because "he was the only one really to know what was happening".
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Churchill returned to France on the 13th for another conference at Tours. Paul Baudouin met his plane and immediately spoke to him of the hopelessness of further French resistance. Reynaud then put the cabinet's armistice proposals to Churchill, who replied that "whatever happened, we would level no reproaches against France". At that day's cabinet meeting, Pétain strongly supported Weygand’s demand for an armistice and read out a draft proposal to the cabinet where he spoke of "the need to stay in France, to prepare a national revival, and to share the sufferings of our people. It is impossible for the government to abandon French soil without emigrating, without deserting. The duty of the government is, come what may, to remain in the country, or it could not longer be regarded as the government". Several ministers were still opposed to an armistice, and Weygand immediately lashed out at them for even leaving Paris. Like Pétain, he said he would never leave France.[37]
|
70 |
+
|
71 |
+
The government moved to Bordeaux, where French governments had fled German invasions in 1870 and 1914, on 14 June. By coincidence, on the evening of 14 June in Bordeaux de Gaulle dined in the same restaurant as Pétain; he came over to shake his hand in silence, and they never met again.[37]
|
72 |
+
|
73 |
+
Parliament, both senate and chamber, were also at Bordeaux and immersed themselves in the armistice debate. At cabinet on 15 June Reynaud urged that France follow the Dutch example, that the Army should lay down its arms so that the fight could be continued from abroad. Pétain was sympathetic.[38] Pétain was sent to speak to Weygand (who was waiting outside, as he was not a member of the cabinet) for around fifteen minutes.[39] Weygand persuaded him that Reynaud's suggestion would be a shameful surrender. Chautemps then proposed a fudge proposal, an inquiry about terms.[38] The Cabinet voted 13-6 for the Chautemps proposal. Admiral Darlan, who had been opposed to an armistice until 15 June, now became a key player, agreeing provided the French fleet was kept out of German hands.[39]
|
74 |
+
|
75 |
+
On Sunday 16 June President Roosevelt's reply to President Lebrun's requests for assistance came with only vague promises and saying that it was impossible for the President to do anything without Congressional approval. Pétain then drew a letter of resignation from his pocket, an act which was certain to bring down the government (he had persuaded Weygand to come to Bordeaux by telling him that 16 June would be the decisive day). Lebrun persuaded him to stay until Churchill’s reply had been received. After lunch, Churchill’s telegram arrived agreeing to an armistice provided the French fleet was moved to British ports, a suggestion which was not acceptable to Darlan, who argued that it would leave France defenceless.[38]
|
76 |
+
|
77 |
+
That afternoon the British Government offered joint nationality for Frenchmen and Britons in a Franco-British Union. Reynaud and five ministers thought these proposals acceptable. The others did not, seeing the offer as insulting and a device to make France subservient to Great Britain, as a kind of extra Dominion. Contrary to President Albert Lebrun's later recollection, no formal vote appears to have been taken at Cabinet on 16 June.[40] The outcome of the meeting is uncertain.[38] Ten ministers wanted to fight on and seven favoured an armistice (but these included the two Deputy Prime Ministers Pétain and Camille Chautemps, and this view was also favoured by the Commander-in-Chief General Weygand). Eight were initially undecided but swung towards an armistice.[40]
|
78 |
+
|
79 |
+
Lebrun reluctantly accepted Reynaud’s resignation as Prime Minister on 16 June, and felt he had little choice but to appoint Pétain in his place. Pétain already had a ministerial team ready: Laval for Foreign Affairs (this appointment was briefly vetoed by Weygand), Weygand as Minister of Defence, Darlan as Minister for the Navy, and Bouthillier for Finance.[41]
|
80 |
+
|
81 |
+
A new Cabinet with Pétain as head of government was formed, with Henry du Moulin de Labarthète as the Cabinet Secretary.[43] At midnight on 15 June 1940, Baudouin asked the Spanish Ambassador to submit to Germany a request to cease hostilities at once and for Germany to make known its peace terms. At 12:30 am, Pétain made his first broadcast to the French people.
|
82 |
+
|
83 |
+
"The enthusiasm of the country for the Maréchal was tremendous. He was welcomed by people as diverse as Claudel, Gide, and Mauriac, and also by the vast mass of untutored Frenchmen who saw him as their saviour."[44] General de Gaulle, no longer in the Cabinet, had arrived in London on the 17th and made a call for resistance from there, on the 18th, with no legal authority whatsoever from his government, a call that was heeded by comparatively few.
|
84 |
+
|
85 |
+
Cabinet and Parliament still argued between themselves on the question of whether or not to retreat to North Africa. On 18 June, Édouard Herriot (who would later be a prosecution witness at Pétain's trial) and Jeanneney, the presidents of the two Chambers of Parliament, as well as Lebrun said they wanted to go. Pétain said he was not departing. On the 20th, a delegation from the two chambers came to Pétain to protest at the proposed departure of President Lebrun. The next day, they went to Lebrun himself. In the event, only 26 deputies and 1 senator headed for Africa, amongst them those with Jewish backgrounds, Georges Mandel, Pierre Mendès France, and the former Popular Front Education Minister, Jean Zay.[45] Pétain broadcast again to the French people on that day.
|
86 |
+
|
87 |
+
On 22 June, France signed an armistice at Compiègne with Germany that gave Germany control over the north and west of the country, including Paris and all of the Atlantic coastline, but left the rest, around two-fifths of France's prewar territory, unoccupied. Paris remained the de jure capital. On 29 June, the French Government moved to Clermont-Ferrand where the first discussions of constitutional changes were mooted, with Pierre Laval having personal discussions with President Lebrun, who had, in the event, not departed France. On 1 July, the government, finding Clermont too cramped, moved to Vichy, at Baudouin's suggestion, the empty hotels there being more suitable for the government ministries.
|
88 |
+
|
89 |
+
The Chamber of Deputies and Senate, meeting together as a "Congrès", held an emergency meeting on 10 July to ratify the armistice. At the same time, the draft constitutional proposals were tabled. The presidents of both Chambers spoke and declared that constitutional reform was necessary. The Congress voted 569–80 (with 18 abstentions) to grant the Cabinet the authority to draw up a new constitution, effectively "voting the Third Republic out of existence".[46] Nearly all French historians, as well as all postwar French governments, consider this vote to be illegal; not only were several deputies and senators not present, but the constitution explicitly stated that the republican form of government could not be changed, though it could be argued that a republican dictatorship was installed. On the next day, Pétain formally assumed near-absolute powers as "Head of State."[note 2]
|
90 |
+
|
91 |
+
Pétain was reactionary by temperament and education, and quickly began blaming the Third Republic and its endemic corruption for the French defeat. His regime soon took on clear authoritarian—and in some cases, fascist—characteristics. The republican motto of "Liberté, égalité, fraternité" was replaced with "Travail, famille, patrie" ("Work, family, fatherland").[49] He issued new constitutional acts which abolished the presidency, indefinitely adjourned parliament, and also gave him full power to appoint and fire ministers and civil service members, pass laws through the Council of Ministers and designate a successor (he chose Laval). Though Pétain publicly stated that he had no desire to become "a Caesar,"[50] by January 1941 Pétain held virtually all governing power in France; nearly all legislative, executive, and judicial powers were either ‘’de jure’’ or ‘’de facto’’ in his hands. One of his advisors commented that he had more power than any French leader since Louis XIV.[28] Fascistic and revolutionary conservative factions within the new government used the opportunity to launch an ambitious programme known as the "National Revolution", which rejected much of the former Third Republic's secular and liberal traditions in favour of an authoritarian, paternalist, Catholic society. Pétain, amongst others, took exception to the use of the inflammatory term "revolution" to describe an essentially conservative movement, but otherwise participated in the transformation of French society from "Republic" to "State." He added that the new France would be "a social hierarchy... rejecting the false idea of the natural equality of men."[51]
|
92 |
+
|
93 |
+
The new government immediately used its new powers to order harsh measures, including the dismissal of republican civil servants, the installation of exceptional jurisdictions, the proclamation of antisemitic laws, and the imprisonment of opponents and foreign refugees. Censorship was imposed, and freedom of expression and thought were effectively abolished with the reinstatement of the crime of "felony of opinion."
|
94 |
+
|
95 |
+
The regime organised a "Légion Française des Combattants," which included "Friends of the Legion" and "Cadets of the Legion", groups of those who had never fought but were politically attached to the new regime. Pétain championed a rural, Catholic France that spurned internationalism. As a retired military commander, he ran the country on military lines.
|
96 |
+
|
97 |
+
He and his government collaborated with Germany in the years after the armistice. Pétain's government was nevertheless internationally recognised, notably by the U.S., at least until the German occupation of the rest of France. Neither Pétain nor his successive deputies, Laval, Pierre-Étienne Flandin, or Admiral François Darlan, gave significant resistance to requests by the Germans to indirectly aid the Axis Powers. However, when Hitler met Pétain at Montoire in October 1940 to discuss the French government's role in the new European Order, the Marshal "listened to Hitler in silence. Not once did he offer a sympathetic word for Germany." Still, the handshake he offered to Hitler caused much uproar in London, and probably influenced Britain's decision to lend the Free French naval support for their operations at Gabon.[52] Furthermore, France even remained formally at war with Germany, albeit opposed to the Free French. Following the British attacks of July and September 1940 (Mers el Kébir, Dakar), the French government became increasingly fearful of the British and took the initiative to collaborate with the occupiers. Pétain accepted the government's creation of a collaborationist armed militia (the Milice) under the command of Joseph Darnand, who, along with German forces, led a campaign of repression against the French resistance ("Maquis").
|
98 |
+
|
99 |
+
Pétain admitted Darnand into his government as Secretary of the Maintenance of Public Order (Secrétaire d'État au Maintien de l'Ordre). In August 1944, Pétain made an attempt to distance himself from the crimes of the militia by writing Darnand a letter of reprimand for the organisation's "excesses". The latter wrote a sarcastic reply, telling Pétain that he should have "thought of this before".
|
100 |
+
|
101 |
+
Pétain's government acquiesced to the Axis forces demands for large supplies of manufactured goods and foodstuffs, and also ordered French troops in France's colonial empire (in Dakar, Syria, Madagascar, Oran and Morocco) to defend sovereign French territory against any aggressors, Allied or otherwise.
|
102 |
+
|
103 |
+
Pétain's motives are a topic of wide conjecture. Winston Churchill had spoken to Reynaud during the impending fall of France, saying of Pétain, "... he had always been a defeatist, even in the last war [World War I]."[53]
|
104 |
+
|
105 |
+
On 11 November 1942, German forces invaded the unoccupied zone of Southern France in response to the Allies' Operation Torch landings in North Africa and Admiral François Darlan's agreement to support the Allies. Although the French government nominally remained in existence, civilian administration of almost all France being under it, Pétain became nothing more than a figurehead, as the Germans had negated the pretence of an "independent" government at Vichy. Pétain however remained popular and engaged in a series of visits around France as late as 1944, when he arrived in Paris on 28 April in what Nazi propaganda newsreels described as a "historic" moment for the city. Vast crowds cheered him in front of the Hôtel de Ville and in the streets.[54]
|
106 |
+
|
107 |
+
Following the liberation of France, on 7 September 1944 Pétain and other members of the French cabinet at Vichy were relocated by the Germans to the Sigmaringen enclave in Germany, where they became a government-in-exile until April 1945. Pétain, however, having been forced to leave France, refused to participate in this government and Fernand de Brinon now headed the "government commission".[55] In a note dated 29 October 1944, Pétain forbade de Brinon to use the Marshal's name in any connection with this new government, and on 5 April 1945, Pétain wrote a note to Hitler expressing his wish to return to France. No reply ever came. However, on his birthday almost three weeks later, he was taken to the Swiss border. Two days later he crossed the French frontier.[56]
|
108 |
+
|
109 |
+
The provisional government, headed by De Gaulle, placed Pétain on trial for treason, which took place from 23 July to 15 August 1945. Dressed in the uniform of a Marshal of France, Pétain remained silent through most of the proceedings after an initial statement that denied the right of the High Court, as constituted, to try him. De Gaulle himself later criticised the trial, stating, "Too often, the discussions took on the appearance of a partisan trial, sometimes even a settling of accounts, when the whole affair should have been treated only from the standpoint of national defence and independence."[57]
|
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+
|
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+
At the end of Pétain's trial, he was convicted on all charges. The jury sentenced him to death by a one-vote majority. Due to his advanced age, the Court asked that the sentence not be carried out. De Gaulle, who was President of the Provisional Government of the French Republic at the end of the war, commuted the sentence to life imprisonment due to Pétain's age and his military contributions in World War I. After his conviction, the Court stripped Pétain of all military ranks and honours save for the one distinction of Marshal of France.
|
112 |
+
|
113 |
+
Fearing riots at the announcement of the sentence, De Gaulle ordered that Pétain be immediately transported on the former's private aircraft to Fort du Portalet in the Pyrenees,[58] where he remained from 15 August to 16 November 1945. The government later transferred him to the Fort de Pierre-Levée citadel on the Île d'Yeu, a small island off the French Atlantic coast.[59]
|
114 |
+
|
115 |
+
Over the following years Pétain's lawyers and many foreign governments and dignitaries, including Queen Mary and the Duke of Windsor, appealed to successive French governments for Pétain's release, but given the unstable state of Fourth Republic politics no government was willing to risk unpopularity by releasing him. As early as June 1946 U.S. President Harry Truman interceded in vain for his release, even offering to provide political asylum in the U.S.[60] A similar offer was later made by the Spanish dictator General Franco.[60]
|
116 |
+
|
117 |
+
Although Pétain had still been in good health for his age at the time of his imprisonment, by late 1947 his memory lapses were worsening and he was beginning to suffer from incontinence, sometimes soiling himself in front of visitors and sometimes no longer recognising his wife.[4] By January 1949 his lucid intervals were becoming fewer and fewer. On 3 March 1949, a meeting of the Council of Ministers (many of them "self-proclaimed heroes of the Resistance" in the words of biographer Charles Williams) had a fierce argument about a medical report recommending that he be moved to Val-de-Grâce (a military hospital in Paris), a measure to which Prime Minister Henri Queuille had previously been sympathetic. By May, Pétain required constant nursing care, and he was often suffering from hallucinations, e.g. that he was commanding armies in battle, or that naked women were dancing around his room.[61] By the end of 1949, Pétain was almost completely senile, with only occasional moments of lucidity. He was also beginning to suffer from heart problems and was no longer able to walk without assistance. Plans were made for his death and funeral.[62]
|
118 |
+
|
119 |
+
On 8 June 1951 President Auriol, informed that Pétain had little longer to live, commuted his sentence to confinement in hospital (the news was kept secret until after the elections on 17 June), but by then Pétain was too ill to be moved to Paris.[63]
|
120 |
+
|
121 |
+
Pétain died in a private home in Port-Joinville on the Île d'Yeu on 23 July 1951, at the age of 95.[59]
|
122 |
+
His body was buried in a local cemetery (Cimetière communal de Port-Joinville).[26] Calls were made to re-locate his remains to the grave prepared for him at Verdun.[64]
|
123 |
+
|
124 |
+
His sometime protégé Charles de Gaulle later wrote that Pétain’s life was "successively banal, then glorious, then deplorable, but never mediocre".[65]
|
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+
|
126 |
+
In February 1973, Pétain's coffin housing remains was stolen from the Île d'Yeu cemetery by extremists, who demanded that President Georges Pompidou consent to its re-interment at Douaumont cemetery among the war dead of the Verdun battle. Police retrieved the coffin a few days later, and it was ceremoniously reburied with a Presidential wreath in the Île d'Yeu as before.[66]
|
127 |
+
|
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+
Mount Pétain, nearby Pétain Creek, and Pétain Falls, forming the Pétain Basin on the Continental Divide in the Canadian Rockies, were named after him in 1919;[67] summits with the names of other French generals are nearby: Foch, Cordonnier, Mangin, Castelnau and Joffre. Hengshan Road, in Shanghai, was "Avenue Pétain" between 1922 and 1943. Pinardville, a traditionally French Canadian neighborhood of Goffstown, New Hampshire, has a Petain Street dating from the 1920s, alongside parallel streets named for other World War I generals, John Pershing, Douglas Haig, Ferdinand Foch, and Joseph Joffre.
|
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+
|
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+
On 26 October 1931, Pétain was honored with a ticker-tape parade down Manhattan's Canyon of Heroes. Consideration has been given to removing the sidewalk ribbon denoting the parade for Pétain, given his role with the Nazis in World War II.[68]
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Changes
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Changes
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Changes
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Changes
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Among a vast number of books and articles about Pétain, the most complete and documented biographies are:
|
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|
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Other books used for citations in the article:
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1 |
+
|
2 |
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|
3 |
+
Tides are the rise and fall of sea levels caused by the combined effects of the gravitational forces exerted by the Moon and the Sun, and the rotation of the Earth.
|
4 |
+
|
5 |
+
Tide tables can be used for any given locale to find the predicted times and amplitude (or "tidal range"). The predictions are influenced by many factors including the alignment of the Sun and Moon, the phase and amplitude of the tide (pattern of tides in the deep ocean), the amphidromic systems of the oceans, and the shape of the coastline and near-shore bathymetry (see Timing). They are however only predictions, the actual time and height of the tide is affected by wind and atmospheric pressure. Many shorelines experience semi-diurnal tides—two nearly equal high and low tides each day. Other locations have a diurnal tide—one high and low tide each day. A "mixed tide"—two uneven magnitude tides a day—is a third regular category.[1][2][a]
|
6 |
+
|
7 |
+
Tides vary on timescales ranging from hours to years due to a number of factors, which determine the lunitidal interval. To make accurate records, tide gauges at fixed stations measure water level over time. Gauges ignore variations caused by waves with periods shorter than minutes. These data are compared to the reference (or datum) level usually called mean sea level.[3]
|
8 |
+
|
9 |
+
While tides are usually the largest source of short-term sea-level fluctuations, sea levels are also subject to forces such as wind and barometric pressure changes, resulting in storm surges, especially in shallow seas and near coasts.
|
10 |
+
|
11 |
+
Tidal phenomena are not limited to the oceans, but can occur in other systems whenever a gravitational field that varies in time and space is present. For example, the shape of the solid part of the Earth is affected slightly by Earth tide, though this is not as easily seen as the water tidal movements.
|
12 |
+
|
13 |
+
|
14 |
+
|
15 |
+
Tide changes proceed via the following stages:
|
16 |
+
|
17 |
+
Oscillating currents produced by tides are known as tidal streams. The moment that the tidal current ceases is called slack water or slack tide. The tide then reverses direction and is said to be turning. Slack water usually occurs near high water and low water. But there are locations where the moments of slack tide differ significantly from those of high and low water.[4]
|
18 |
+
|
19 |
+
Tides are commonly semi-diurnal (two high waters and two low waters each day), or diurnal (one tidal cycle per day). The two high waters on a given day are typically not the same height (the daily inequality); these are the higher high water and the lower high water in tide tables. Similarly, the two low waters each day are the higher low water and the lower low water. The daily inequality is not consistent and is generally small when the Moon is over the Equator.[b]
|
20 |
+
|
21 |
+
From the highest level to the lowest:
|
22 |
+
|
23 |
+
Tidal constituents are the net result of multiple influences impacting tidal changes over certain periods of time. Primary constituents include the Earth's rotation, the position of the Moon and Sun relative to the Earth, the Moon's altitude (elevation) above the Earth's Equator, and bathymetry. Variations with periods of less than half a day are called harmonic constituents. Conversely, cycles of days, months, or years are referred to as long period constituents.
|
24 |
+
|
25 |
+
Tidal forces affect the entire earth, but the movement of solid Earth occurs by mere centimeters. In contrast, the atmosphere is much more fluid and compressible so its surface moves by kilometers, in the sense of the contour level of a particular low pressure in the outer atmosphere.
|
26 |
+
|
27 |
+
In most locations, the largest constituent is the "principal lunar semi-diurnal", also known as the M2 (or M2) tidal constituent. Its period is about 12 hours and 25.2 minutes, exactly half a tidal lunar day, which is the average time separating one lunar zenith from the next, and thus is the time required for the Earth to rotate once relative to the Moon. Simple tide clocks track this constituent. The lunar day is longer than the Earth day because the Moon orbits in the same direction the Earth spins. This is analogous to the minute hand on a watch crossing the hour hand at 12:00 and then again at about 1:05½ (not at 1:00).
|
28 |
+
|
29 |
+
The Moon orbits the Earth in the same direction as the Earth rotates on its axis, so it takes slightly more than a day—about 24 hours and 50 minutes—for the Moon to return to the same location in the sky. During this time, it has passed overhead (culmination) once and underfoot once (at an hour angle of 00:00 and 12:00 respectively), so in many places the period of strongest tidal forcing is the above-mentioned, about 12 hours and 25 minutes. The moment of highest tide is not necessarily when the Moon is nearest to zenith or nadir, but the period of the forcing still determines the time between high tides.
|
30 |
+
|
31 |
+
Because the gravitational field created by the Moon weakens with distance from the Moon, it exerts a slightly stronger than average force on the side of the Earth facing the Moon, and a slightly weaker force on the opposite side. The Moon thus tends to "stretch" the Earth slightly along the line connecting the two bodies. The solid Earth deforms a bit, but ocean water, being fluid, is free to move much more in response to the tidal force, particularly horizontally (see equilibrium tide).
|
32 |
+
|
33 |
+
As the Earth rotates, the magnitude and direction of the tidal force at any particular point on the Earth's surface change constantly; although the ocean never reaches equilibrium—there is never time for the fluid to "catch up" to the state it would eventually reach if the tidal force were constant—the changing tidal force nonetheless causes rhythmic changes in sea surface height.
|
34 |
+
|
35 |
+
When there are two high tides each day with different heights (and two low tides also of different heights), the pattern is called a mixed semi-diurnal tide.[8]
|
36 |
+
|
37 |
+
The semi-diurnal range (the difference in height between high and low waters over about half a day) varies in a two-week cycle. Approximately twice a month, around new moon and full moon when the Sun, Moon, and Earth form a line (a configuration known as a syzygy[9]), the tidal force due to the Sun reinforces that due to the Moon. The tide's range is then at its maximum; this is called the spring tide. It is not named after the season, but, like that word, derives from the meaning "jump, burst forth, rise", as in a natural spring.
|
38 |
+
|
39 |
+
When the Moon is at first quarter or third quarter, the Sun and Moon are separated by 90° when viewed from the Earth, and the solar tidal force partially cancels the Moon's tidal force. At these points in the lunar cycle, the tide's range is at its minimum; this is called the neap tide, or neaps. Neap is an Anglo-Saxon word meaning "without the power", as in forðganges nip (forth-going without-the-power).[10]
|
40 |
+
|
41 |
+
Spring tides result in high waters that are higher than average, low waters that are lower than average, 'slack water' time that is shorter than average, and stronger tidal currents than average. Neaps result in less extreme tidal conditions. There is about a seven-day interval between springs and neaps.
|
42 |
+
|
43 |
+
Spring tide: Sun and Moon on the same side (0°)
|
44 |
+
|
45 |
+
Neap tide: Sun and Moon at 90°
|
46 |
+
|
47 |
+
Spring tide: Sun and Moon at opposite sides (180°)
|
48 |
+
|
49 |
+
Neap tide: Sun and Moon at 270°
|
50 |
+
|
51 |
+
Spring tide: Sun and Moon at the same side (cycle restarts)
|
52 |
+
|
53 |
+
The changing distance separating the Moon and Earth also affects tide heights. When the Moon is closest, at perigee, the range increases, and when it is at apogee, the range shrinks. Every 7 1⁄2 lunations (the full cycles from full moon to new to full), perigee coincides with either a new or full moon causing perigean spring tides with the largest tidal range. Even at its most powerful this force is still weak,[11] causing tidal differences of inches at most.[12]
|
54 |
+
|
55 |
+
These include solar gravitational effects, the obliquity (tilt) of the Earth's Equator and rotational axis, the inclination of the plane of the lunar orbit and the elliptical shape of the Earth's orbit of the Sun.
|
56 |
+
|
57 |
+
A compound tide (or overtide) results from the shallow-water interaction of its two parent waves.[13]
|
58 |
+
|
59 |
+
Because the M2 tidal constituent dominates in most locations, the stage or phase of a tide, denoted by the time in hours after high water, is a useful concept. Tidal stage is also measured in degrees, with 360° per tidal cycle. Lines of constant tidal phase are called cotidal lines, which are analogous to contour lines of constant altitude on topographical maps, and when plotted form a cotidal map or cotidal chart.[16] High water is reached simultaneously along the cotidal lines extending from the coast out into the ocean, and cotidal lines (and hence tidal phases) advance along the coast. Semi-diurnal and long phase constituents are measured from high water, diurnal from maximum flood tide. This and the discussion that follows is precisely true only for a single tidal constituent.
|
60 |
+
|
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For an ocean in the shape of a circular basin enclosed by a coastline, the cotidal lines point radially inward and must eventually meet at a common point, the amphidromic point. The amphidromic point is at once cotidal with high and low waters, which is satisfied by zero tidal motion. (The rare exception occurs when the tide encircles an island, as it does around New Zealand, Iceland and Madagascar.) Tidal motion generally lessens moving away from continental coasts, so that crossing the cotidal lines are contours of constant amplitude (half the distance between high and low water) which decrease to zero at the amphidromic point. For a semi-diurnal tide the amphidromic point can be thought of roughly like the center of a clock face, with the hour hand pointing in the direction of the high water cotidal line, which is directly opposite the low water cotidal line. High water rotates about the amphidromic point once every 12 hours in the direction of rising cotidal lines, and away from ebbing cotidal lines. This rotation, caused by the Coriolis effect, is generally clockwise in the southern hemisphere and counterclockwise in the northern hemisphere. The difference of cotidal phase from the phase of a reference tide is the epoch. The reference tide is the hypothetical constituent "equilibrium tide" on a landless Earth measured at 0° longitude, the Greenwich meridian.[17]
|
62 |
+
|
63 |
+
In the North Atlantic, because the cotidal lines circulate counterclockwise around the amphidromic point, the high tide passes New York Harbor approximately an hour ahead of Norfolk Harbor. South of Cape Hatteras the tidal forces are more complex, and cannot be predicted reliably based on the North Atlantic cotidal lines.
|
64 |
+
|
65 |
+
Investigation into tidal physics was important in the early development of celestial mechanics, with the existence of two daily tides being explained by the Moon's gravity. Later the daily tides were explained more precisely by the interaction of the Moon's and the Sun's gravity.
|
66 |
+
|
67 |
+
Seleucus of Seleucia theorized around 150 BC that tides were caused by the Moon. The influence of the Moon on bodies of water was also mentioned in Ptolemy's Tetrabiblos.[c]
|
68 |
+
|
69 |
+
In De temporum ratione (The Reckoning of Time) of 725 Bede linked semidurnal tides and the phenomenon of varying tidal heights to the Moon and its phases. Bede starts by noting that the tides rise and fall 4/5 of an hour later each day, just as the Moon rises and sets 4/5 of an hour later.[19] He goes on to emphasise that in two lunar months (59 days) the Moon circles the Earth 57 times and there are 114 tides.[20] Bede then observes that the height of tides varies over the month. Increasing tides are called malinae and decreasing tides ledones and that the month is divided into four parts of seven or eight days with alternating malinae and ledones.[21] In the same passage he also notes the effect of winds to hold back tides.[21] Bede also records that the time of tides varies from place to place. To the north of Bede's location (Monkwearmouth) the tides are earlier, to the south later.[22] He explains that the tide "deserts these shores in order to be able all the more to be able to flood other [shores] when it arrives there" noting that "the Moon which signals the rise of tide here, signals its retreat in other regions far from this quarter of the heavens".[22]
|
70 |
+
|
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+
Medieval understanding of the tides was primarily based on works of Muslim astronomers, which became available through Latin translation starting from the 12th century.[23] Abu Ma'shar (d. circa 886), in his Introductorium in astronomiam, taught that ebb and flood tides were caused by the Moon.[23] Abu Ma'shar discussed the effects of wind and Moon's phases relative to the Sun on the tides.[23] In the 12th century, al-Bitruji (d. circa 1204) contributed the notion that the tides were caused by the general circulation of the heavens.[23]
|
72 |
+
|
73 |
+
Simon Stevin in his 1608 De spiegheling der Ebbenvloet, The theory of ebb and flood, dismissed a large number of misconceptions that still existed about ebb and flood. Stevin pleaded for the idea that the attraction of the Moon was responsible for the tides and spoke in clear terms about ebb, flood, spring tide and neap tide, stressing that further research needed to be made.[24][25]
|
74 |
+
|
75 |
+
In 1609 Johannes Kepler also correctly suggested that the gravitation of the Moon caused the tides,[d] which he based upon ancient observations and correlations.
|
76 |
+
|
77 |
+
Galileo Galilei in his 1632 Dialogue Concerning the Two Chief World Systems, whose working title was Dialogue on the Tides, gave an explanation of the tides. The resulting theory, however, was incorrect as he attributed the tides to the sloshing of water caused by the Earth's movement around the Sun. He hoped to provide mechanical proof of the Earth's movement. The value of his tidal theory is disputed. Galileo rejected Kepler's explanation of the tides.
|
78 |
+
|
79 |
+
Isaac Newton (1642–1727) was the first person to explain tides as the product of the gravitational attraction of astronomical masses. His explanation of the tides (and many other phenomena) was published in the Principia (1687)[27][28] and used his theory of universal gravitation to explain the lunar and solar attractions as the origin of the tide-generating forces.[e]
|
80 |
+
Newton and others before Pierre-Simon Laplace worked the problem from the perspective of a static system (equilibrium theory), that provided an approximation that described the tides that would occur in a non-inertial ocean evenly covering the whole Earth.[27] The tide-generating force (or its corresponding potential) is still relevant to tidal theory, but as an intermediate quantity (forcing function) rather than as a final result; theory must also consider the Earth's accumulated dynamic tidal response to the applied forces, which response is influenced by ocean depth, the Earth's rotation, and other factors.[29]
|
81 |
+
|
82 |
+
In 1740, the Académie Royale des Sciences in Paris offered a prize for the best theoretical essay on tides. Daniel Bernoulli, Leonhard Euler, Colin Maclaurin and Antoine Cavalleri shared the prize.[30]
|
83 |
+
|
84 |
+
Maclaurin used Newton's theory to show that a smooth sphere covered by a sufficiently deep ocean under the tidal force of a single deforming body is a prolate spheroid (essentially a three-dimensional oval) with major axis directed toward the deforming body. Maclaurin was the first to write about the Earth's rotational effects on motion. Euler realized that the tidal force's horizontal component (more than the vertical) drives the tide. In 1744 Jean le Rond d'Alembert studied tidal equations for the atmosphere which did not include rotation.
|
85 |
+
|
86 |
+
In 1770 James Cook's barque HMS Endeavour grounded on the Great Barrier Reef. Attempts were made to refloat her on the following tide which failed, but the tide after that lifted her clear with ease. Whilst she was being repaired in the mouth of the Endeavour River Cook observed the tides over a period of seven weeks. At neap tides both tides in a day were similar, but at springs the tides rose 7 feet (2.1 m) in the morning but 9 feet (2.7 m) in the evening.[31]
|
87 |
+
|
88 |
+
Pierre-Simon Laplace formulated a system of partial differential equations relating the ocean's horizontal flow to its surface height, the first major dynamic theory for water tides. The Laplace tidal equations are still in use today. William Thomson, 1st Baron Kelvin, rewrote Laplace's equations in terms of vorticity which allowed for solutions describing tidally driven coastally trapped waves, known as Kelvin waves.[32][33][34]
|
89 |
+
|
90 |
+
Others including Kelvin and Henri Poincaré further developed Laplace's theory. Based on these developments and the lunar theory of E W Brown describing the motions of the Moon, Arthur Thomas Doodson developed and published in 1921[35] the first modern development of the tide-generating potential in harmonic form: Doodson distinguished 388 tidal frequencies.[36] Some of his methods remain in use.[37]
|
91 |
+
|
92 |
+
From ancient times, tidal observation and discussion has increased in sophistication, first marking the daily recurrence, then tides' relationship to the Sun and moon. Pytheas travelled to the British Isles about 325 BC and seems to be the first to have related spring tides to the phase of the moon.
|
93 |
+
|
94 |
+
In the 2nd century BC, the Hellenistic astronomer Seleucus of Seleucia correctly described the phenomenon of tides in order to support his heliocentric theory.[38] He correctly theorized that tides were caused by the moon, although he believed that the interaction was mediated by the pneuma. He noted that tides varied in time and strength in different parts of the world. According to Strabo (1.1.9), Seleucus was the first to link tides to the lunar attraction, and that the height of the tides depends on the moon's position relative to the Sun.[39]
|
95 |
+
|
96 |
+
The Naturalis Historia of Pliny the Elder collates many tidal observations, e.g., the spring tides are a few days after (or before) new and full moon and are highest around the equinoxes, though Pliny noted many relationships now regarded as fanciful. In his Geography, Strabo described tides in the Persian Gulf having their greatest range when the moon was furthest from the plane of the Equator. All this despite the relatively small amplitude of Mediterranean basin tides. (The strong currents through the Euripus Strait and the Strait of Messina puzzled Aristotle.) Philostratus discussed tides in Book Five of The Life of Apollonius of Tyana. Philostratus mentions the moon, but attributes tides to "spirits". In Europe around 730 AD, the Venerable Bede described how the rising tide on one coast of the British Isles coincided with the fall on the other and described the time progression of high water along the Northumbrian coast.
|
97 |
+
|
98 |
+
The first tide table in China was recorded in 1056 AD primarily for visitors wishing to see the famous tidal bore in the Qiantang River. The first known British tide table is thought to be that of John Wallingford, who died Abbot of St. Albans in 1213, based on high water occurring 48 minutes later each day, and three hours earlier at the Thames mouth than upriver at London.[40]
|
99 |
+
|
100 |
+
William Thomson (Lord Kelvin) led the first systematic harmonic analysis of tidal records starting in 1867. The main result was the building of a tide-predicting machine using a system of pulleys to add together six harmonic time functions. It was "programmed" by resetting gears and chains to adjust phasing and amplitudes. Similar machines were used until the 1960s.[41]
|
101 |
+
|
102 |
+
The first known sea-level record of an entire spring–neap cycle was made in 1831 on the Navy Dock in the Thames Estuary. Many large ports had automatic tide gauge stations by 1850.
|
103 |
+
|
104 |
+
William Whewell first mapped co-tidal lines ending with a nearly global chart in 1836. In order to make these maps consistent, he hypothesized the existence of amphidromes where co-tidal lines meet in the mid-ocean. These points of no tide were confirmed by measurement in 1840 by Captain Hewett, RN, from careful soundings in the North Sea.[32]
|
105 |
+
|
106 |
+
The tidal force produced by a massive object (Moon, hereafter) on a small particle located on or in an extensive body (Earth, hereafter) is the vector difference between the gravitational force exerted by the Moon on the particle, and the gravitational force that would be exerted on the particle if it were located at the Earth's center of mass.
|
107 |
+
|
108 |
+
Whereas the gravitational force subjected by a celestial body on Earth varies inversely as the square of its distance to the Earth, the maximal tidal force varies inversely as, approximately, the cube of this distance.[42] If the tidal force caused by each body were instead equal to its full gravitational force (which is not the case due to the free fall of the whole Earth, not only the oceans, towards these bodies) a different pattern of tidal forces would be observed, e.g. with a much stronger influence from the Sun than from the Moon: The solar gravitational force on the Earth is on average 179 times stronger than the lunar, but because the Sun is on average 389 times farther from the Earth, its field gradient is weaker. The solar tidal force is 46% as large as the lunar.[f] More precisely, the lunar tidal acceleration (along the Moon–Earth axis, at the Earth's surface) is about 1.1 × 10−7 g, while the solar tidal acceleration (along the Sun–Earth axis, at the Earth's surface) is about 0.52 × 10−7 g, where g is the gravitational acceleration at the Earth's surface.[g] Venus has the largest effect of the other planets, at 0.000113 times the solar effect. The system of the Earth, the Moon and the Sun is an example of a three-body problem, and there is no exact mathematical closed-form expression of their interdependence.
|
109 |
+
|
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+
The ocean's surface is closely approximated by an equipotential surface, (ignoring ocean currents) commonly referred to as the geoid. Since the gravitational force is equal to the potential's gradient, there are no tangential forces on such a surface, and the ocean surface is thus in gravitational equilibrium. Now consider the effect of massive external bodies such as the Moon and Sun. These bodies have strong gravitational fields that diminish with distance and act to alter the shape of an equipotential surface on the Earth. This deformation has a fixed spatial orientation relative to the influencing body. The Earth's rotation relative to this shape causes the daily tidal cycle. The ocean surface moves because of the changing tidal equipotential, rising when the tidal potential is high, which occurs on the parts of the Earth nearest to and furthest from the Moon. When the tidal equipotential changes, the ocean surface is no longer aligned with it, so the apparent direction of the vertical shifts. The surface then experiences a down slope, in the direction that the equipotential has risen.
|
111 |
+
|
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+
The equilibrium tide is the idealized tide assuming a landless Earth.[43]
|
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+
It would produce a tidal bulge in the ocean, with the shape of an ellipsoid elongated towards the attracting body (Moon or Sun).
|
114 |
+
It is not caused by the vertical pull nearest or farthest from the body, which is very weak; rather, it is caused by the tangent or "tractive" tidal force, which is strongest at about 45 degrees from the body, resulting in a horizontal tidal current.[h]
|
115 |
+
[i]
|
116 |
+
[j][46]
|
117 |
+
|
118 |
+
Ocean depths are much smaller than their horizontal extent. Thus, the response to tidal forcing can be modelled using the Laplace tidal equations which incorporate the following features:
|
119 |
+
|
120 |
+
The boundary conditions dictate no flow across the coastline and free slip at the bottom.
|
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+
|
122 |
+
The Coriolis effect (inertial force) steers flows moving towards the Equator to the west and flows moving away from the Equator toward the east, allowing coastally trapped waves. Finally, a dissipation term can be added which is an analog to viscosity.
|
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+
|
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+
The theoretical amplitude of oceanic tides caused by the Moon is about 54 centimetres (21 in) at the highest point, which corresponds to the amplitude that would be reached if the ocean possessed a uniform depth, there were no landmasses, and the Earth were rotating in step with the Moon's orbit. The Sun similarly causes tides, of which the theoretical amplitude is about 25 centimetres (9.8 in) (46% of that of the Moon) with a cycle time of 12 hours. At spring tide the two effects add to each other to a theoretical level of 79 centimetres (31 in), while at neap tide the theoretical level is reduced to 29 centimetres (11 in). Since the orbits of the Earth about the Sun, and the Moon about the Earth, are elliptical, tidal amplitudes change somewhat as a result of the varying Earth–Sun and Earth–Moon distances. This causes a variation in the tidal force and theoretical amplitude of about ±18% for the Moon and ±5% for the Sun. If both the Sun and Moon were at their closest positions and aligned at new moon, the theoretical amplitude would reach 93 centimetres (37 in).
|
125 |
+
|
126 |
+
Real amplitudes differ considerably, not only because of depth variations and continental obstacles, but also because wave propagation across the ocean has a natural period of the same order of magnitude as the rotation period: if there were no land masses, it would take about 30 hours for a long wavelength surface wave to propagate along the Equator halfway around the Earth (by comparison, the Earth's lithosphere has a natural period of about 57 minutes). Earth tides, which raise and lower the bottom of the ocean, and the tide's own gravitational self attraction are both significant and further complicate the ocean's response to tidal forces.
|
127 |
+
|
128 |
+
Earth's tidal oscillations introduce dissipation at an average rate of about 3.75 terawatts.[47]
|
129 |
+
About 98% of this dissipation is by marine tidal movement.[48]
|
130 |
+
Dissipation arises as basin-scale tidal flows drive smaller-scale flows which experience turbulent dissipation. This tidal drag creates torque on the moon that gradually transfers angular momentum to its orbit, and a gradual increase in Earth–moon separation. The equal and opposite torque on the Earth correspondingly decreases its rotational velocity. Thus, over geologic time, the moon recedes from the Earth, at about 3.8 centimetres (1.5 in)/year, lengthening the terrestrial day.[k]
|
131 |
+
Day length has increased by about 2 hours in the last 600 million years. Assuming (as a crude approximation) that the deceleration rate has been constant, this would imply that 70 million years ago, day length was on the order of 1% shorter with about 4 more days per year.
|
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|
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+
The shape of the shoreline and the ocean floor changes the way that tides propagate, so there is no simple, general rule that predicts the time of high water from the Moon's position in the sky. Coastal characteristics such as underwater bathymetry and coastline shape mean that individual location characteristics affect tide forecasting; actual high water time and height may differ from model predictions due to the coastal morphology's effects on tidal flow. However, for a given location the relationship between lunar altitude and the time of high or low tide (the lunitidal interval) is relatively constant and predictable, as is the time of high or low tide relative to other points on the same coast. For example, the high tide at Norfolk, Virginia, U.S., predictably occurs approximately two and a half hours before the Moon passes directly overhead.
|
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+
|
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+
Land masses and ocean basins act as barriers against water moving freely around the globe, and their varied shapes and sizes affect the size of tidal frequencies. As a result, tidal patterns vary. For example, in the U.S., the East coast has predominantly semi-diurnal tides, as do Europe's Atlantic coasts, while the West coast predominantly has mixed tides.[50][51][52] As a result also, human changes to the landscape can significantly alter local tides.[53]
|
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+
|
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+
The tidal forces due to the Moon and Sun generate very long waves which travel all around the ocean following the paths shown in co-tidal charts. The time when the crest of the wave reaches a port then gives the time of high water at the port. The time taken for the wave to travel around the ocean also means that there is a delay between the phases of the Moon and their effect on the tide. Springs and neaps in the North Sea, for example, are two days behind the new/full moon and first/third quarter moon. This is called the tide's age.[54][55]
|
138 |
+
|
139 |
+
The ocean bathymetry greatly influences the tide's exact time and height at a particular coastal point. There are some extreme cases; the Bay of Fundy, on the east coast of Canada, is often stated to have the world's highest tides because of its shape, bathymetry, and its distance from the continental shelf edge.[56] Measurements made in November 1998 at Burntcoat Head in the Bay of Fundy recorded a maximum range of 16.3 metres (53 ft) and a highest predicted extreme of 17 metres (56 ft).[57][58]
|
140 |
+
Similar measurements made in March 2002 at Leaf Basin, Ungava Bay in northern Quebec gave similar values (allowing for measurement errors), a maximum range of 16.2 metres (53 ft) and a highest predicted extreme of 16.8 metres (55 ft).[57][58] Ungava Bay and the Bay of Fundy lie similar distances from the continental shelf edge, but Ungava Bay is free of pack ice for about four months every year while the Bay of Fundy rarely freezes.
|
141 |
+
|
142 |
+
Southampton in the United Kingdom has a double high water caused by the interaction between the M2 and M4 tidal constituents.[59] Portland has double low waters for the same reason. The M4 tide is found all along the south coast of the United Kingdom, but its effect is most noticeable between the Isle of Wight and Portland because the M2 tide is lowest in this region.
|
143 |
+
|
144 |
+
Because the oscillation modes of the Mediterranean Sea and the Baltic Sea do not coincide with any significant astronomical forcing period, the largest tides are close to their narrow connections with the Atlantic Ocean. Extremely small tides also occur for the same reason in the Gulf of Mexico and Sea of Japan. Elsewhere, as along the southern coast of Australia, low tides can be due to the presence of a nearby amphidrome.
|
145 |
+
|
146 |
+
Isaac Newton's theory of gravitation first enabled an explanation of why there were generally two tides a day, not one, and offered hope for a detailed understanding of tidal forces and behavior. Although it may seem that tides could be predicted via a sufficiently detailed knowledge of instantaneous astronomical forcings, the actual tide at a given location is determined by astronomical forces accumulated by the body of water over many days. In addition, accurate results would require detailed knowledge of the shape of all the ocean basins—their bathymetry, and coastline shape.
|
147 |
+
|
148 |
+
Current procedure for analysing tides follows the method of harmonic analysis introduced in the 1860s by William Thomson. It is based on the principle that the astronomical theories of the motions of Sun and Moon determine a large number of component frequencies, and at each frequency there is a component of force tending to produce tidal motion, but that at each place of interest on the Earth, the tides respond at each frequency with an amplitude and phase peculiar to that locality. At each place of interest, the tide heights are therefore measured for a period of time sufficiently long (usually more than a year in the case of a new port not previously studied) to enable the response at each significant tide-generating frequency to be distinguished by analysis, and to extract the tidal constants for a sufficient number of the strongest known components of the astronomical tidal forces to enable practical tide prediction. The tide heights are expected to follow the tidal force, with a constant amplitude and phase delay for each component. Because astronomical frequencies and phases can be calculated with certainty, the tide height at other times can then be predicted once the response to the harmonic components of the astronomical tide-generating forces has been found.
|
149 |
+
|
150 |
+
The main patterns in the tides are
|
151 |
+
|
152 |
+
The Highest Astronomical Tide is the perigean spring tide when both the Sun and Moon are closest to the Earth.
|
153 |
+
|
154 |
+
When confronted by a periodically varying function, the standard approach is to employ Fourier series, a form of analysis that uses sinusoidal functions as a basis set, having frequencies that are zero, one, two, three, etc. times the frequency of a particular fundamental cycle. These multiples are called harmonics of the fundamental frequency, and the process is termed harmonic analysis. If the basis set of sinusoidal functions suit the behaviour being modelled, relatively few harmonic terms need to be added. Orbital paths are very nearly circular, so sinusoidal variations are suitable for tides.
|
155 |
+
|
156 |
+
For the analysis of tide heights, the Fourier series approach has in practice to be made more elaborate than the use of a single frequency and its harmonics. The tidal patterns are decomposed into many sinusoids having many fundamental frequencies, corresponding (as in the lunar theory) to many different combinations of the motions of the Earth, the Moon, and the angles that define the shape and location of their orbits.
|
157 |
+
|
158 |
+
For tides, then, harmonic analysis is not limited to harmonics of a single frequency.[l] In other words, the harmonies are multiples of many fundamental frequencies, not just of the fundamental frequency of the simpler Fourier series approach. Their representation as a Fourier series having only one fundamental frequency and its (integer) multiples would require many terms, and would be severely limited in the time-range for which it would be valid.
|
159 |
+
|
160 |
+
The study of tide height by harmonic analysis was begun by Laplace, William Thomson (Lord Kelvin), and George Darwin. A.T. Doodson extended their work, introducing the Doodson Number notation to organise the hundreds of resulting terms. This approach has been the international standard ever since, and the complications arise as follows: the tide-raising force is notionally given by sums of several terms. Each term is of the form
|
161 |
+
|
162 |
+
where A is the amplitude, ω is the angular frequency usually given in degrees per hour corresponding to t measured in hours, and p is the phase offset with regard to the astronomical state at time t = 0 . There is one term for the Moon and a second term for the Sun. The phase p of the first harmonic for the Moon term is called the lunitidal interval or high water interval. The next step is to accommodate the harmonic terms due to the elliptical shape of the orbits. Accordingly, the value of A is not a constant but also varying with time, slightly, about some average figure. Replace it then by A(t) where A is another sinusoid, similar to the cycles and epicycles of Ptolemaic theory. Accordingly,
|
163 |
+
|
164 |
+
which is to say an average value A with a sinusoidal variation about it of magnitude Aa, with frequency ωa and phase pa. Thus the simple term is now the product of two cosine factors:
|
165 |
+
|
166 |
+
Given that for any x and y
|
167 |
+
|
168 |
+
it is clear that a compound term involving the product of two cosine terms each with their own frequency is the same as three simple cosine terms that are to be added at the original frequency and also at frequencies which are the sum and difference of the two frequencies of the product term. (Three, not two terms, since the whole expression is
|
169 |
+
|
170 |
+
|
171 |
+
|
172 |
+
(
|
173 |
+
1
|
174 |
+
+
|
175 |
+
cos
|
176 |
+
|
177 |
+
x
|
178 |
+
)
|
179 |
+
cos
|
180 |
+
|
181 |
+
y
|
182 |
+
|
183 |
+
|
184 |
+
{\displaystyle (1+\cos x)\cos y}
|
185 |
+
|
186 |
+
.) Consider further that the tidal force on a location depends also on whether the Moon (or the Sun) is above or below the plane of the Equator, and that these attributes have their own periods also incommensurable with a day and a month, and it is clear that many combinations result. With a careful choice of the basic astronomical frequencies, the Doodson Number annotates the particular additions and differences to form the frequency of each simple cosine term.
|
187 |
+
|
188 |
+
Remember that astronomical tides do not include weather effects. Also, changes to local conditions (sandbank movement, dredging harbour mouths, etc.) away from those prevailing at the measurement time affect the tide's actual timing and magnitude. Organisations quoting a "highest astronomical tide" for some location may exaggerate the figure as a safety factor against analytical uncertainties, distance from the nearest measurement point, changes since the last observation time, ground subsidence, etc., to avert liability should an engineering work be overtopped. Special care is needed when assessing the size of a "weather surge" by subtracting the astronomical tide from the observed tide.
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Careful Fourier data analysis over a nineteen-year period (the National Tidal Datum Epoch in the U.S.) uses frequencies called the tidal harmonic constituents. Nineteen years is preferred because the Earth, Moon and Sun's relative positions repeat almost exactly in the Metonic cycle of 19 years, which is long enough to include the 18.613 year lunar nodal tidal constituent. This analysis can be done using only the knowledge of the forcing period, but without detailed understanding of the mathematical derivation, which means that useful tidal tables have been constructed for centuries.[60] The resulting amplitudes and phases can then be used to predict the expected tides. These are usually dominated by the constituents near 12 hours (the semi-diurnal constituents), but there are major constituents near 24 hours (diurnal) as well. Longer term constituents are 14 day or fortnightly, monthly, and semiannual. Semi-diurnal tides dominated coastline, but some areas such as the South China Sea and the Gulf of Mexico are primarily diurnal. In the semi-diurnal areas, the primary constituents M2 (lunar) and S2 (solar) periods differ slightly, so that the relative phases, and thus the amplitude of the combined tide, change fortnightly (14 day period).[61]
|
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In the M2 plot above, each cotidal line differs by one hour from its neighbors, and the thicker lines show tides in phase with equilibrium at Greenwich. The lines rotate around the amphidromic points counterclockwise in the northern hemisphere so that from Baja California Peninsula to Alaska and from France to Ireland the M2 tide propagates northward. In the southern hemisphere this direction is clockwise. On the other hand, M2 tide propagates counterclockwise around New Zealand, but this is because the islands act as a dam and permit the tides to have different heights on the islands' opposite sides. (The tides do propagate northward on the east side and southward on the west coast, as predicted by theory.)
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The exception is at Cook Strait where the tidal currents periodically link high to low water. This is because cotidal lines 180° around the amphidromes are in opposite phase, for example high water across from low water at each end of Cook Strait. Each tidal constituent has a different pattern of amplitudes, phases, and amphidromic points, so the M2 patterns cannot be used for other tide components.
|
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Because the Moon is moving in its orbit around the Earth and in the same sense as the Earth's rotation, a point on the Earth must rotate slightly further to catch up so that the time between semidiurnal tides is not twelve but 12.4206 hours—a bit over twenty-five minutes extra. The two peaks are not equal. The two high tides a day alternate in maximum heights: lower high (just under three feet), higher high (just over three feet), and again lower high. Likewise for the low tides.
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When the Earth, Moon, and Sun are in line (Sun–Earth–Moon, or Sun–Moon–Earth) the two main influences combine to produce spring tides; when the two forces are opposing each other as when the angle Moon–Earth–Sun is close to ninety degrees, neap tides result. As the Moon moves around its orbit it changes from north of the Equator to south of the Equator. The alternation in high tide heights becomes smaller, until they are the same (at the lunar equinox, the Moon is above the Equator), then redevelop but with the other polarity, waxing to a maximum difference and then waning again.
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The tides' influence on current flow is much more difficult to analyse, and data is much more difficult to collect. A tidal height is a simple number which applies to a wide region simultaneously. A flow has both a magnitude and a direction, both of which can vary substantially with depth and over short distances due to local bathymetry. Also, although a water channel's center is the most useful measuring site, mariners object when current-measuring equipment obstructs waterways. A flow proceeding up a curved channel is the same flow, even though its direction varies continuously along the channel. Surprisingly, flood and ebb flows are often not in opposite directions. Flow direction is determined by the upstream channel's shape, not the downstream channel's shape. Likewise, eddies may form in only one flow direction.
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Nevertheless, current analysis is similar to tidal analysis: in the simple case, at a given location the flood flow is in mostly one direction, and the ebb flow in another direction. Flood velocities are given positive sign, and ebb velocities negative sign. Analysis proceeds as though these are tide heights.
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In more complex situations, the main ebb and flood flows do not dominate. Instead, the flow direction and magnitude trace an ellipse over a tidal cycle (on a polar plot) instead of along the ebb and flood lines. In this case, analysis might proceed along pairs of directions, with the primary and secondary directions at right angles. An alternative is to treat the tidal flows as complex numbers, as each value has both a magnitude and a direction.
|
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Tide flow information is most commonly seen on nautical charts, presented as a table of flow speeds and bearings at hourly intervals, with separate tables for spring and neap tides. The timing is relative to high water at some harbour where the tidal behaviour is similar in pattern, though it may be far away.
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As with tide height predictions, tide flow predictions based only on astronomical factors do not incorporate weather conditions, which can completely change the outcome.
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The tidal flow through Cook Strait between the two main islands of New Zealand is particularly interesting, as the tides on each side of the strait are almost exactly out of phase, so that one side's high water is simultaneous with the other's low water. Strong currents result, with almost zero tidal height change in the strait's center. Yet, although the tidal surge normally flows in one direction for six hours and in the reverse direction for six hours, a particular surge might last eight or ten hours with the reverse surge enfeebled. In especially boisterous weather conditions, the reverse surge might be entirely overcome so that the flow continues in the same direction through three or more surge periods.
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A further complication for Cook Strait's flow pattern is that the tide at the south side (e.g. at Nelson) follows the common bi-weekly spring–neap tide cycle (as found along the west side of the country), but the north side's tidal pattern has only one cycle per month, as on the east side: Wellington, and Napier.
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The graph of Cook Strait's tides shows separately the high water and low water height and time, through November 2007; these are not measured values but instead are calculated from tidal parameters derived from years-old measurements. Cook Strait's nautical chart offers tidal current information. For instance the January 1979 edition for 41°13·9’S 174°29·6’E (north west of Cape Terawhiti) refers timings to Westport while the January 2004 issue refers to Wellington. Near Cape Terawhiti in the middle of Cook Strait the tidal height variation is almost nil while the tidal current reaches its maximum, especially near the notorious Karori Rip. Aside from weather effects, the actual currents through Cook Strait are influenced by the tidal height differences between the two ends of the strait and as can be seen, only one of the two spring tides at the north west end of the strait near Nelson has a counterpart spring tide at the south east end (Wellington), so the resulting behaviour follows neither reference harbour.[citation needed]
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Tidal energy can be extracted by two means: inserting a water turbine into a tidal current, or building ponds that release/admit water through a turbine. In the first case, the energy amount is entirely determined by the timing and tidal current magnitude. However, the best currents may be unavailable because the turbines would obstruct ships. In the second, the impoundment dams are expensive to construct, natural water cycles are completely disrupted, ship navigation is disrupted. However, with multiple ponds, power can be generated at chosen times. So far, there are few installed systems for tidal power generation (most famously, La Rance at Saint Malo, France) which face many difficulties. Aside from environmental issues, simply withstanding corrosion and biological fouling pose engineering challenges.
|
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Tidal power proponents point out that, unlike wind power systems, generation levels can be reliably predicted, save for weather effects. While some generation is possible for most of the tidal cycle, in practice turbines lose efficiency at lower operating rates. Since the power available from a flow is proportional to the cube of the flow speed, the times during which high power generation is possible are brief.
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Tidal flows are important for navigation, and significant errors in position occur if they are not accommodated. Tidal heights are also important; for example many rivers and harbours have a shallow "bar" at the entrance which prevents boats with significant draft from entering at low tide.
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Until the advent of automated navigation, competence in calculating tidal effects was important to naval officers. The certificate of examination for lieutenants in the Royal Navy once declared that the prospective officer was able to "shift his tides".[62]
|
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Tidal flow timings and velocities appear in tide charts or a tidal stream atlas. Tide charts come in sets. Each chart covers a single hour between one high water and another (they ignore the leftover 24 minutes) and show the average tidal flow for that hour. An arrow on the tidal chart indicates the direction and the average flow speed (usually in knots) for spring and neap tides. If a tide chart is not available, most nautical charts have "tidal diamonds" which relate specific points on the chart to a table giving tidal flow direction and speed.
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The standard procedure to counteract tidal effects on navigation is to (1) calculate a "dead reckoning" position (or DR) from travel distance and direction, (2) mark the chart (with a vertical cross like a plus sign) and (3) draw a line from the DR in the tide's direction. The distance the tide moves the boat along this line is computed by the tidal speed, and this gives an "estimated position" or EP (traditionally marked with a dot in a triangle).
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Nautical charts display the water's "charted depth" at specific locations with "soundings" and the use of bathymetric contour lines to depict the submerged surface's shape. These depths are relative to a "chart datum", which is typically the water level at the lowest possible astronomical tide (although other datums are commonly used, especially historically, and tides may be lower or higher for meteorological reasons) and are therefore the minimum possible water depth during the tidal cycle. "Drying heights" may also be shown on the chart, which are the heights of the exposed seabed at the lowest astronomical tide.
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Tide tables list each day's high and low water heights and times. To calculate the actual water depth, add the charted depth to the published tide height. Depth for other times can be derived from tidal curves published for major ports. The rule of twelfths can suffice if an accurate curve is not available. This approximation presumes that the increase in depth in the six hours between low and high water is: first hour — 1/12, second — 2/12, third — 3/12, fourth — 3/12, fifth — 2/12, sixth — 1/12.
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Intertidal ecology is the study of ecosystems between the low- and high-water lines along a shore. At low water, the intertidal zone is exposed (or emersed), whereas at high water, it is underwater (or immersed). Intertidal ecologists therefore study the interactions between intertidal organisms and their environment, as well as among the different species. The most important interactions may vary according to the type of intertidal community. The broadest classifications are based on substrates — rocky shore or soft bottom.
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Intertidal organisms experience a highly variable and often hostile environment, and have adapted to cope with and even exploit these conditions. One easily visible feature is vertical zonation, in which the community divides into distinct horizontal bands of specific species at each elevation above low water. A species' ability to cope with desiccation determines its upper limit, while competition with other species sets its lower limit.
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Humans use intertidal regions for food and recreation. Overexploitation can damage intertidals directly. Other anthropogenic actions such as introducing invasive species and climate change have large negative effects. Marine Protected Areas are one option communities can apply to protect these areas and aid scientific research.
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The approximately fortnightly tidal cycle has large effects on intertidal[63] and marine organisms.[64] Hence their biological rhythms tend to occur in rough multiples of this period. Many other animals such as the vertebrates, display similar rhythms. Examples include gestation and egg hatching. In humans, the menstrual cycle lasts roughly a lunar month, an even multiple of the tidal period. Such parallels at least hint at the common descent of all animals from a marine ancestor.[65]
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When oscillating tidal currents in the stratified ocean flow over uneven bottom topography, they generate internal waves with tidal frequencies. Such waves are called internal tides.
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Shallow areas in otherwise open water can experience rotary tidal currents, flowing in directions that continually change and thus the flow direction (not the flow) completes a full rotation in 12 1⁄2 hours (for example, the Nantucket Shoals).[66]
|
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In addition to oceanic tides, large lakes can experience small tides and even planets can experience atmospheric tides and Earth tides. These are continuum mechanical phenomena. The first two take place in fluids. The third affects the Earth's thin solid crust surrounding its semi-liquid interior (with various modifications).
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Large lakes such as Superior and Erie can experience tides of 1 to 4 cm (0.39 to 1.6 in), but these can be masked by meteorologically induced phenomena such as seiche.[67] The tide in Lake Michigan is described as 1.3 to 3.8 cm (0.5 to 1.5 in)[68] or 4.4 cm (1 3⁄4 in).[69]
|
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This is so small that other larger effects completely mask any tide, and as such these lakes are considered non-tidal.[70]
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Atmospheric tides are negligible at ground level and aviation altitudes, masked by weather's much more important effects. Atmospheric tides are both gravitational and thermal in origin and are the dominant dynamics from about 80 to 120 kilometres (50 to 75 mi), above which the molecular density becomes too low to support fluid behavior.
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Earth tides or terrestrial tides affect the entire Earth's mass, which acts similarly to a liquid gyroscope with a very thin crust. The Earth's crust shifts (in/out, east/west, north/south) in response to lunar and solar gravitation, ocean tides, and atmospheric loading. While negligible for most human activities, terrestrial tides' semi-diurnal amplitude can reach about 55 centimetres (22 in) at the Equator—15 centimetres (5.9 in) due to the Sun—which is important in GPS calibration and VLBI measurements. Precise astronomical angular measurements require knowledge of the Earth's rotation rate and polar motion, both of which are influenced by Earth tides. The semi-diurnal M2 Earth tides are nearly in phase with the Moon with a lag of about two hours.[citation needed]
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Galactic tides are the tidal forces exerted by galaxies on stars within them and satellite galaxies orbiting them. The galactic tide's effects on the Solar System's Oort cloud are believed to cause 90 percent of long-period comets.[71]
|
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Tsunamis, the large waves that occur after earthquakes, are sometimes called tidal waves, but this name is given by their resemblance to the tide, rather than any causal link to the tide. Other phenomena unrelated to tides but using the word tide are rip tide, storm tide, hurricane tide, and black or red tides. Many of these usages are historic and refer to the earlier meaning of tide as "a portion of time, a season".[72]
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1 |
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Tides are the rise and fall of sea levels caused by the combined effects of the gravitational forces exerted by the Moon and the Sun, and the rotation of the Earth.
|
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Tide tables can be used for any given locale to find the predicted times and amplitude (or "tidal range"). The predictions are influenced by many factors including the alignment of the Sun and Moon, the phase and amplitude of the tide (pattern of tides in the deep ocean), the amphidromic systems of the oceans, and the shape of the coastline and near-shore bathymetry (see Timing). They are however only predictions, the actual time and height of the tide is affected by wind and atmospheric pressure. Many shorelines experience semi-diurnal tides—two nearly equal high and low tides each day. Other locations have a diurnal tide—one high and low tide each day. A "mixed tide"—two uneven magnitude tides a day—is a third regular category.[1][2][a]
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Tides vary on timescales ranging from hours to years due to a number of factors, which determine the lunitidal interval. To make accurate records, tide gauges at fixed stations measure water level over time. Gauges ignore variations caused by waves with periods shorter than minutes. These data are compared to the reference (or datum) level usually called mean sea level.[3]
|
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While tides are usually the largest source of short-term sea-level fluctuations, sea levels are also subject to forces such as wind and barometric pressure changes, resulting in storm surges, especially in shallow seas and near coasts.
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Tidal phenomena are not limited to the oceans, but can occur in other systems whenever a gravitational field that varies in time and space is present. For example, the shape of the solid part of the Earth is affected slightly by Earth tide, though this is not as easily seen as the water tidal movements.
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Tide changes proceed via the following stages:
|
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Oscillating currents produced by tides are known as tidal streams. The moment that the tidal current ceases is called slack water or slack tide. The tide then reverses direction and is said to be turning. Slack water usually occurs near high water and low water. But there are locations where the moments of slack tide differ significantly from those of high and low water.[4]
|
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Tides are commonly semi-diurnal (two high waters and two low waters each day), or diurnal (one tidal cycle per day). The two high waters on a given day are typically not the same height (the daily inequality); these are the higher high water and the lower high water in tide tables. Similarly, the two low waters each day are the higher low water and the lower low water. The daily inequality is not consistent and is generally small when the Moon is over the Equator.[b]
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+
From the highest level to the lowest:
|
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|
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+
Tidal constituents are the net result of multiple influences impacting tidal changes over certain periods of time. Primary constituents include the Earth's rotation, the position of the Moon and Sun relative to the Earth, the Moon's altitude (elevation) above the Earth's Equator, and bathymetry. Variations with periods of less than half a day are called harmonic constituents. Conversely, cycles of days, months, or years are referred to as long period constituents.
|
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|
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Tidal forces affect the entire earth, but the movement of solid Earth occurs by mere centimeters. In contrast, the atmosphere is much more fluid and compressible so its surface moves by kilometers, in the sense of the contour level of a particular low pressure in the outer atmosphere.
|
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|
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In most locations, the largest constituent is the "principal lunar semi-diurnal", also known as the M2 (or M2) tidal constituent. Its period is about 12 hours and 25.2 minutes, exactly half a tidal lunar day, which is the average time separating one lunar zenith from the next, and thus is the time required for the Earth to rotate once relative to the Moon. Simple tide clocks track this constituent. The lunar day is longer than the Earth day because the Moon orbits in the same direction the Earth spins. This is analogous to the minute hand on a watch crossing the hour hand at 12:00 and then again at about 1:05½ (not at 1:00).
|
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|
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+
The Moon orbits the Earth in the same direction as the Earth rotates on its axis, so it takes slightly more than a day—about 24 hours and 50 minutes—for the Moon to return to the same location in the sky. During this time, it has passed overhead (culmination) once and underfoot once (at an hour angle of 00:00 and 12:00 respectively), so in many places the period of strongest tidal forcing is the above-mentioned, about 12 hours and 25 minutes. The moment of highest tide is not necessarily when the Moon is nearest to zenith or nadir, but the period of the forcing still determines the time between high tides.
|
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|
31 |
+
Because the gravitational field created by the Moon weakens with distance from the Moon, it exerts a slightly stronger than average force on the side of the Earth facing the Moon, and a slightly weaker force on the opposite side. The Moon thus tends to "stretch" the Earth slightly along the line connecting the two bodies. The solid Earth deforms a bit, but ocean water, being fluid, is free to move much more in response to the tidal force, particularly horizontally (see equilibrium tide).
|
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As the Earth rotates, the magnitude and direction of the tidal force at any particular point on the Earth's surface change constantly; although the ocean never reaches equilibrium—there is never time for the fluid to "catch up" to the state it would eventually reach if the tidal force were constant—the changing tidal force nonetheless causes rhythmic changes in sea surface height.
|
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+
|
35 |
+
When there are two high tides each day with different heights (and two low tides also of different heights), the pattern is called a mixed semi-diurnal tide.[8]
|
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+
|
37 |
+
The semi-diurnal range (the difference in height between high and low waters over about half a day) varies in a two-week cycle. Approximately twice a month, around new moon and full moon when the Sun, Moon, and Earth form a line (a configuration known as a syzygy[9]), the tidal force due to the Sun reinforces that due to the Moon. The tide's range is then at its maximum; this is called the spring tide. It is not named after the season, but, like that word, derives from the meaning "jump, burst forth, rise", as in a natural spring.
|
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|
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+
When the Moon is at first quarter or third quarter, the Sun and Moon are separated by 90° when viewed from the Earth, and the solar tidal force partially cancels the Moon's tidal force. At these points in the lunar cycle, the tide's range is at its minimum; this is called the neap tide, or neaps. Neap is an Anglo-Saxon word meaning "without the power", as in forðganges nip (forth-going without-the-power).[10]
|
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|
41 |
+
Spring tides result in high waters that are higher than average, low waters that are lower than average, 'slack water' time that is shorter than average, and stronger tidal currents than average. Neaps result in less extreme tidal conditions. There is about a seven-day interval between springs and neaps.
|
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Spring tide: Sun and Moon on the same side (0°)
|
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Neap tide: Sun and Moon at 90°
|
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+
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47 |
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Spring tide: Sun and Moon at opposite sides (180°)
|
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+
|
49 |
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Neap tide: Sun and Moon at 270°
|
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+
|
51 |
+
Spring tide: Sun and Moon at the same side (cycle restarts)
|
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+
|
53 |
+
The changing distance separating the Moon and Earth also affects tide heights. When the Moon is closest, at perigee, the range increases, and when it is at apogee, the range shrinks. Every 7 1⁄2 lunations (the full cycles from full moon to new to full), perigee coincides with either a new or full moon causing perigean spring tides with the largest tidal range. Even at its most powerful this force is still weak,[11] causing tidal differences of inches at most.[12]
|
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|
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+
These include solar gravitational effects, the obliquity (tilt) of the Earth's Equator and rotational axis, the inclination of the plane of the lunar orbit and the elliptical shape of the Earth's orbit of the Sun.
|
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A compound tide (or overtide) results from the shallow-water interaction of its two parent waves.[13]
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Because the M2 tidal constituent dominates in most locations, the stage or phase of a tide, denoted by the time in hours after high water, is a useful concept. Tidal stage is also measured in degrees, with 360° per tidal cycle. Lines of constant tidal phase are called cotidal lines, which are analogous to contour lines of constant altitude on topographical maps, and when plotted form a cotidal map or cotidal chart.[16] High water is reached simultaneously along the cotidal lines extending from the coast out into the ocean, and cotidal lines (and hence tidal phases) advance along the coast. Semi-diurnal and long phase constituents are measured from high water, diurnal from maximum flood tide. This and the discussion that follows is precisely true only for a single tidal constituent.
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For an ocean in the shape of a circular basin enclosed by a coastline, the cotidal lines point radially inward and must eventually meet at a common point, the amphidromic point. The amphidromic point is at once cotidal with high and low waters, which is satisfied by zero tidal motion. (The rare exception occurs when the tide encircles an island, as it does around New Zealand, Iceland and Madagascar.) Tidal motion generally lessens moving away from continental coasts, so that crossing the cotidal lines are contours of constant amplitude (half the distance between high and low water) which decrease to zero at the amphidromic point. For a semi-diurnal tide the amphidromic point can be thought of roughly like the center of a clock face, with the hour hand pointing in the direction of the high water cotidal line, which is directly opposite the low water cotidal line. High water rotates about the amphidromic point once every 12 hours in the direction of rising cotidal lines, and away from ebbing cotidal lines. This rotation, caused by the Coriolis effect, is generally clockwise in the southern hemisphere and counterclockwise in the northern hemisphere. The difference of cotidal phase from the phase of a reference tide is the epoch. The reference tide is the hypothetical constituent "equilibrium tide" on a landless Earth measured at 0° longitude, the Greenwich meridian.[17]
|
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+
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In the North Atlantic, because the cotidal lines circulate counterclockwise around the amphidromic point, the high tide passes New York Harbor approximately an hour ahead of Norfolk Harbor. South of Cape Hatteras the tidal forces are more complex, and cannot be predicted reliably based on the North Atlantic cotidal lines.
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Investigation into tidal physics was important in the early development of celestial mechanics, with the existence of two daily tides being explained by the Moon's gravity. Later the daily tides were explained more precisely by the interaction of the Moon's and the Sun's gravity.
|
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Seleucus of Seleucia theorized around 150 BC that tides were caused by the Moon. The influence of the Moon on bodies of water was also mentioned in Ptolemy's Tetrabiblos.[c]
|
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In De temporum ratione (The Reckoning of Time) of 725 Bede linked semidurnal tides and the phenomenon of varying tidal heights to the Moon and its phases. Bede starts by noting that the tides rise and fall 4/5 of an hour later each day, just as the Moon rises and sets 4/5 of an hour later.[19] He goes on to emphasise that in two lunar months (59 days) the Moon circles the Earth 57 times and there are 114 tides.[20] Bede then observes that the height of tides varies over the month. Increasing tides are called malinae and decreasing tides ledones and that the month is divided into four parts of seven or eight days with alternating malinae and ledones.[21] In the same passage he also notes the effect of winds to hold back tides.[21] Bede also records that the time of tides varies from place to place. To the north of Bede's location (Monkwearmouth) the tides are earlier, to the south later.[22] He explains that the tide "deserts these shores in order to be able all the more to be able to flood other [shores] when it arrives there" noting that "the Moon which signals the rise of tide here, signals its retreat in other regions far from this quarter of the heavens".[22]
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Medieval understanding of the tides was primarily based on works of Muslim astronomers, which became available through Latin translation starting from the 12th century.[23] Abu Ma'shar (d. circa 886), in his Introductorium in astronomiam, taught that ebb and flood tides were caused by the Moon.[23] Abu Ma'shar discussed the effects of wind and Moon's phases relative to the Sun on the tides.[23] In the 12th century, al-Bitruji (d. circa 1204) contributed the notion that the tides were caused by the general circulation of the heavens.[23]
|
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Simon Stevin in his 1608 De spiegheling der Ebbenvloet, The theory of ebb and flood, dismissed a large number of misconceptions that still existed about ebb and flood. Stevin pleaded for the idea that the attraction of the Moon was responsible for the tides and spoke in clear terms about ebb, flood, spring tide and neap tide, stressing that further research needed to be made.[24][25]
|
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In 1609 Johannes Kepler also correctly suggested that the gravitation of the Moon caused the tides,[d] which he based upon ancient observations and correlations.
|
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+
|
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Galileo Galilei in his 1632 Dialogue Concerning the Two Chief World Systems, whose working title was Dialogue on the Tides, gave an explanation of the tides. The resulting theory, however, was incorrect as he attributed the tides to the sloshing of water caused by the Earth's movement around the Sun. He hoped to provide mechanical proof of the Earth's movement. The value of his tidal theory is disputed. Galileo rejected Kepler's explanation of the tides.
|
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|
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Isaac Newton (1642–1727) was the first person to explain tides as the product of the gravitational attraction of astronomical masses. His explanation of the tides (and many other phenomena) was published in the Principia (1687)[27][28] and used his theory of universal gravitation to explain the lunar and solar attractions as the origin of the tide-generating forces.[e]
|
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+
Newton and others before Pierre-Simon Laplace worked the problem from the perspective of a static system (equilibrium theory), that provided an approximation that described the tides that would occur in a non-inertial ocean evenly covering the whole Earth.[27] The tide-generating force (or its corresponding potential) is still relevant to tidal theory, but as an intermediate quantity (forcing function) rather than as a final result; theory must also consider the Earth's accumulated dynamic tidal response to the applied forces, which response is influenced by ocean depth, the Earth's rotation, and other factors.[29]
|
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+
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In 1740, the Académie Royale des Sciences in Paris offered a prize for the best theoretical essay on tides. Daniel Bernoulli, Leonhard Euler, Colin Maclaurin and Antoine Cavalleri shared the prize.[30]
|
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+
|
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Maclaurin used Newton's theory to show that a smooth sphere covered by a sufficiently deep ocean under the tidal force of a single deforming body is a prolate spheroid (essentially a three-dimensional oval) with major axis directed toward the deforming body. Maclaurin was the first to write about the Earth's rotational effects on motion. Euler realized that the tidal force's horizontal component (more than the vertical) drives the tide. In 1744 Jean le Rond d'Alembert studied tidal equations for the atmosphere which did not include rotation.
|
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+
|
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In 1770 James Cook's barque HMS Endeavour grounded on the Great Barrier Reef. Attempts were made to refloat her on the following tide which failed, but the tide after that lifted her clear with ease. Whilst she was being repaired in the mouth of the Endeavour River Cook observed the tides over a period of seven weeks. At neap tides both tides in a day were similar, but at springs the tides rose 7 feet (2.1 m) in the morning but 9 feet (2.7 m) in the evening.[31]
|
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+
|
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Pierre-Simon Laplace formulated a system of partial differential equations relating the ocean's horizontal flow to its surface height, the first major dynamic theory for water tides. The Laplace tidal equations are still in use today. William Thomson, 1st Baron Kelvin, rewrote Laplace's equations in terms of vorticity which allowed for solutions describing tidally driven coastally trapped waves, known as Kelvin waves.[32][33][34]
|
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+
|
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Others including Kelvin and Henri Poincaré further developed Laplace's theory. Based on these developments and the lunar theory of E W Brown describing the motions of the Moon, Arthur Thomas Doodson developed and published in 1921[35] the first modern development of the tide-generating potential in harmonic form: Doodson distinguished 388 tidal frequencies.[36] Some of his methods remain in use.[37]
|
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+
|
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From ancient times, tidal observation and discussion has increased in sophistication, first marking the daily recurrence, then tides' relationship to the Sun and moon. Pytheas travelled to the British Isles about 325 BC and seems to be the first to have related spring tides to the phase of the moon.
|
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+
|
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+
In the 2nd century BC, the Hellenistic astronomer Seleucus of Seleucia correctly described the phenomenon of tides in order to support his heliocentric theory.[38] He correctly theorized that tides were caused by the moon, although he believed that the interaction was mediated by the pneuma. He noted that tides varied in time and strength in different parts of the world. According to Strabo (1.1.9), Seleucus was the first to link tides to the lunar attraction, and that the height of the tides depends on the moon's position relative to the Sun.[39]
|
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+
|
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+
The Naturalis Historia of Pliny the Elder collates many tidal observations, e.g., the spring tides are a few days after (or before) new and full moon and are highest around the equinoxes, though Pliny noted many relationships now regarded as fanciful. In his Geography, Strabo described tides in the Persian Gulf having their greatest range when the moon was furthest from the plane of the Equator. All this despite the relatively small amplitude of Mediterranean basin tides. (The strong currents through the Euripus Strait and the Strait of Messina puzzled Aristotle.) Philostratus discussed tides in Book Five of The Life of Apollonius of Tyana. Philostratus mentions the moon, but attributes tides to "spirits". In Europe around 730 AD, the Venerable Bede described how the rising tide on one coast of the British Isles coincided with the fall on the other and described the time progression of high water along the Northumbrian coast.
|
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+
|
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+
The first tide table in China was recorded in 1056 AD primarily for visitors wishing to see the famous tidal bore in the Qiantang River. The first known British tide table is thought to be that of John Wallingford, who died Abbot of St. Albans in 1213, based on high water occurring 48 minutes later each day, and three hours earlier at the Thames mouth than upriver at London.[40]
|
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+
|
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+
William Thomson (Lord Kelvin) led the first systematic harmonic analysis of tidal records starting in 1867. The main result was the building of a tide-predicting machine using a system of pulleys to add together six harmonic time functions. It was "programmed" by resetting gears and chains to adjust phasing and amplitudes. Similar machines were used until the 1960s.[41]
|
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+
|
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+
The first known sea-level record of an entire spring–neap cycle was made in 1831 on the Navy Dock in the Thames Estuary. Many large ports had automatic tide gauge stations by 1850.
|
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+
|
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+
William Whewell first mapped co-tidal lines ending with a nearly global chart in 1836. In order to make these maps consistent, he hypothesized the existence of amphidromes where co-tidal lines meet in the mid-ocean. These points of no tide were confirmed by measurement in 1840 by Captain Hewett, RN, from careful soundings in the North Sea.[32]
|
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+
|
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The tidal force produced by a massive object (Moon, hereafter) on a small particle located on or in an extensive body (Earth, hereafter) is the vector difference between the gravitational force exerted by the Moon on the particle, and the gravitational force that would be exerted on the particle if it were located at the Earth's center of mass.
|
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+
|
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+
Whereas the gravitational force subjected by a celestial body on Earth varies inversely as the square of its distance to the Earth, the maximal tidal force varies inversely as, approximately, the cube of this distance.[42] If the tidal force caused by each body were instead equal to its full gravitational force (which is not the case due to the free fall of the whole Earth, not only the oceans, towards these bodies) a different pattern of tidal forces would be observed, e.g. with a much stronger influence from the Sun than from the Moon: The solar gravitational force on the Earth is on average 179 times stronger than the lunar, but because the Sun is on average 389 times farther from the Earth, its field gradient is weaker. The solar tidal force is 46% as large as the lunar.[f] More precisely, the lunar tidal acceleration (along the Moon–Earth axis, at the Earth's surface) is about 1.1 × 10−7 g, while the solar tidal acceleration (along the Sun–Earth axis, at the Earth's surface) is about 0.52 × 10−7 g, where g is the gravitational acceleration at the Earth's surface.[g] Venus has the largest effect of the other planets, at 0.000113 times the solar effect. The system of the Earth, the Moon and the Sun is an example of a three-body problem, and there is no exact mathematical closed-form expression of their interdependence.
|
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The ocean's surface is closely approximated by an equipotential surface, (ignoring ocean currents) commonly referred to as the geoid. Since the gravitational force is equal to the potential's gradient, there are no tangential forces on such a surface, and the ocean surface is thus in gravitational equilibrium. Now consider the effect of massive external bodies such as the Moon and Sun. These bodies have strong gravitational fields that diminish with distance and act to alter the shape of an equipotential surface on the Earth. This deformation has a fixed spatial orientation relative to the influencing body. The Earth's rotation relative to this shape causes the daily tidal cycle. The ocean surface moves because of the changing tidal equipotential, rising when the tidal potential is high, which occurs on the parts of the Earth nearest to and furthest from the Moon. When the tidal equipotential changes, the ocean surface is no longer aligned with it, so the apparent direction of the vertical shifts. The surface then experiences a down slope, in the direction that the equipotential has risen.
|
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|
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The equilibrium tide is the idealized tide assuming a landless Earth.[43]
|
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It would produce a tidal bulge in the ocean, with the shape of an ellipsoid elongated towards the attracting body (Moon or Sun).
|
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+
It is not caused by the vertical pull nearest or farthest from the body, which is very weak; rather, it is caused by the tangent or "tractive" tidal force, which is strongest at about 45 degrees from the body, resulting in a horizontal tidal current.[h]
|
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+
[i]
|
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+
[j][46]
|
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+
|
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+
Ocean depths are much smaller than their horizontal extent. Thus, the response to tidal forcing can be modelled using the Laplace tidal equations which incorporate the following features:
|
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+
|
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+
The boundary conditions dictate no flow across the coastline and free slip at the bottom.
|
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+
|
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+
The Coriolis effect (inertial force) steers flows moving towards the Equator to the west and flows moving away from the Equator toward the east, allowing coastally trapped waves. Finally, a dissipation term can be added which is an analog to viscosity.
|
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+
|
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+
The theoretical amplitude of oceanic tides caused by the Moon is about 54 centimetres (21 in) at the highest point, which corresponds to the amplitude that would be reached if the ocean possessed a uniform depth, there were no landmasses, and the Earth were rotating in step with the Moon's orbit. The Sun similarly causes tides, of which the theoretical amplitude is about 25 centimetres (9.8 in) (46% of that of the Moon) with a cycle time of 12 hours. At spring tide the two effects add to each other to a theoretical level of 79 centimetres (31 in), while at neap tide the theoretical level is reduced to 29 centimetres (11 in). Since the orbits of the Earth about the Sun, and the Moon about the Earth, are elliptical, tidal amplitudes change somewhat as a result of the varying Earth–Sun and Earth–Moon distances. This causes a variation in the tidal force and theoretical amplitude of about ±18% for the Moon and ±5% for the Sun. If both the Sun and Moon were at their closest positions and aligned at new moon, the theoretical amplitude would reach 93 centimetres (37 in).
|
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+
|
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+
Real amplitudes differ considerably, not only because of depth variations and continental obstacles, but also because wave propagation across the ocean has a natural period of the same order of magnitude as the rotation period: if there were no land masses, it would take about 30 hours for a long wavelength surface wave to propagate along the Equator halfway around the Earth (by comparison, the Earth's lithosphere has a natural period of about 57 minutes). Earth tides, which raise and lower the bottom of the ocean, and the tide's own gravitational self attraction are both significant and further complicate the ocean's response to tidal forces.
|
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+
|
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+
Earth's tidal oscillations introduce dissipation at an average rate of about 3.75 terawatts.[47]
|
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+
About 98% of this dissipation is by marine tidal movement.[48]
|
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+
Dissipation arises as basin-scale tidal flows drive smaller-scale flows which experience turbulent dissipation. This tidal drag creates torque on the moon that gradually transfers angular momentum to its orbit, and a gradual increase in Earth–moon separation. The equal and opposite torque on the Earth correspondingly decreases its rotational velocity. Thus, over geologic time, the moon recedes from the Earth, at about 3.8 centimetres (1.5 in)/year, lengthening the terrestrial day.[k]
|
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Day length has increased by about 2 hours in the last 600 million years. Assuming (as a crude approximation) that the deceleration rate has been constant, this would imply that 70 million years ago, day length was on the order of 1% shorter with about 4 more days per year.
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The shape of the shoreline and the ocean floor changes the way that tides propagate, so there is no simple, general rule that predicts the time of high water from the Moon's position in the sky. Coastal characteristics such as underwater bathymetry and coastline shape mean that individual location characteristics affect tide forecasting; actual high water time and height may differ from model predictions due to the coastal morphology's effects on tidal flow. However, for a given location the relationship between lunar altitude and the time of high or low tide (the lunitidal interval) is relatively constant and predictable, as is the time of high or low tide relative to other points on the same coast. For example, the high tide at Norfolk, Virginia, U.S., predictably occurs approximately two and a half hours before the Moon passes directly overhead.
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|
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Land masses and ocean basins act as barriers against water moving freely around the globe, and their varied shapes and sizes affect the size of tidal frequencies. As a result, tidal patterns vary. For example, in the U.S., the East coast has predominantly semi-diurnal tides, as do Europe's Atlantic coasts, while the West coast predominantly has mixed tides.[50][51][52] As a result also, human changes to the landscape can significantly alter local tides.[53]
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The tidal forces due to the Moon and Sun generate very long waves which travel all around the ocean following the paths shown in co-tidal charts. The time when the crest of the wave reaches a port then gives the time of high water at the port. The time taken for the wave to travel around the ocean also means that there is a delay between the phases of the Moon and their effect on the tide. Springs and neaps in the North Sea, for example, are two days behind the new/full moon and first/third quarter moon. This is called the tide's age.[54][55]
|
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|
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+
The ocean bathymetry greatly influences the tide's exact time and height at a particular coastal point. There are some extreme cases; the Bay of Fundy, on the east coast of Canada, is often stated to have the world's highest tides because of its shape, bathymetry, and its distance from the continental shelf edge.[56] Measurements made in November 1998 at Burntcoat Head in the Bay of Fundy recorded a maximum range of 16.3 metres (53 ft) and a highest predicted extreme of 17 metres (56 ft).[57][58]
|
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+
Similar measurements made in March 2002 at Leaf Basin, Ungava Bay in northern Quebec gave similar values (allowing for measurement errors), a maximum range of 16.2 metres (53 ft) and a highest predicted extreme of 16.8 metres (55 ft).[57][58] Ungava Bay and the Bay of Fundy lie similar distances from the continental shelf edge, but Ungava Bay is free of pack ice for about four months every year while the Bay of Fundy rarely freezes.
|
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|
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Southampton in the United Kingdom has a double high water caused by the interaction between the M2 and M4 tidal constituents.[59] Portland has double low waters for the same reason. The M4 tide is found all along the south coast of the United Kingdom, but its effect is most noticeable between the Isle of Wight and Portland because the M2 tide is lowest in this region.
|
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Because the oscillation modes of the Mediterranean Sea and the Baltic Sea do not coincide with any significant astronomical forcing period, the largest tides are close to their narrow connections with the Atlantic Ocean. Extremely small tides also occur for the same reason in the Gulf of Mexico and Sea of Japan. Elsewhere, as along the southern coast of Australia, low tides can be due to the presence of a nearby amphidrome.
|
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+
|
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+
Isaac Newton's theory of gravitation first enabled an explanation of why there were generally two tides a day, not one, and offered hope for a detailed understanding of tidal forces and behavior. Although it may seem that tides could be predicted via a sufficiently detailed knowledge of instantaneous astronomical forcings, the actual tide at a given location is determined by astronomical forces accumulated by the body of water over many days. In addition, accurate results would require detailed knowledge of the shape of all the ocean basins—their bathymetry, and coastline shape.
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+
|
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Current procedure for analysing tides follows the method of harmonic analysis introduced in the 1860s by William Thomson. It is based on the principle that the astronomical theories of the motions of Sun and Moon determine a large number of component frequencies, and at each frequency there is a component of force tending to produce tidal motion, but that at each place of interest on the Earth, the tides respond at each frequency with an amplitude and phase peculiar to that locality. At each place of interest, the tide heights are therefore measured for a period of time sufficiently long (usually more than a year in the case of a new port not previously studied) to enable the response at each significant tide-generating frequency to be distinguished by analysis, and to extract the tidal constants for a sufficient number of the strongest known components of the astronomical tidal forces to enable practical tide prediction. The tide heights are expected to follow the tidal force, with a constant amplitude and phase delay for each component. Because astronomical frequencies and phases can be calculated with certainty, the tide height at other times can then be predicted once the response to the harmonic components of the astronomical tide-generating forces has been found.
|
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|
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+
The main patterns in the tides are
|
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+
|
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+
The Highest Astronomical Tide is the perigean spring tide when both the Sun and Moon are closest to the Earth.
|
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+
|
154 |
+
When confronted by a periodically varying function, the standard approach is to employ Fourier series, a form of analysis that uses sinusoidal functions as a basis set, having frequencies that are zero, one, two, three, etc. times the frequency of a particular fundamental cycle. These multiples are called harmonics of the fundamental frequency, and the process is termed harmonic analysis. If the basis set of sinusoidal functions suit the behaviour being modelled, relatively few harmonic terms need to be added. Orbital paths are very nearly circular, so sinusoidal variations are suitable for tides.
|
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+
|
156 |
+
For the analysis of tide heights, the Fourier series approach has in practice to be made more elaborate than the use of a single frequency and its harmonics. The tidal patterns are decomposed into many sinusoids having many fundamental frequencies, corresponding (as in the lunar theory) to many different combinations of the motions of the Earth, the Moon, and the angles that define the shape and location of their orbits.
|
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+
|
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+
For tides, then, harmonic analysis is not limited to harmonics of a single frequency.[l] In other words, the harmonies are multiples of many fundamental frequencies, not just of the fundamental frequency of the simpler Fourier series approach. Their representation as a Fourier series having only one fundamental frequency and its (integer) multiples would require many terms, and would be severely limited in the time-range for which it would be valid.
|
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+
|
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+
The study of tide height by harmonic analysis was begun by Laplace, William Thomson (Lord Kelvin), and George Darwin. A.T. Doodson extended their work, introducing the Doodson Number notation to organise the hundreds of resulting terms. This approach has been the international standard ever since, and the complications arise as follows: the tide-raising force is notionally given by sums of several terms. Each term is of the form
|
161 |
+
|
162 |
+
where A is the amplitude, ω is the angular frequency usually given in degrees per hour corresponding to t measured in hours, and p is the phase offset with regard to the astronomical state at time t = 0 . There is one term for the Moon and a second term for the Sun. The phase p of the first harmonic for the Moon term is called the lunitidal interval or high water interval. The next step is to accommodate the harmonic terms due to the elliptical shape of the orbits. Accordingly, the value of A is not a constant but also varying with time, slightly, about some average figure. Replace it then by A(t) where A is another sinusoid, similar to the cycles and epicycles of Ptolemaic theory. Accordingly,
|
163 |
+
|
164 |
+
which is to say an average value A with a sinusoidal variation about it of magnitude Aa, with frequency ωa and phase pa. Thus the simple term is now the product of two cosine factors:
|
165 |
+
|
166 |
+
Given that for any x and y
|
167 |
+
|
168 |
+
it is clear that a compound term involving the product of two cosine terms each with their own frequency is the same as three simple cosine terms that are to be added at the original frequency and also at frequencies which are the sum and difference of the two frequencies of the product term. (Three, not two terms, since the whole expression is
|
169 |
+
|
170 |
+
|
171 |
+
|
172 |
+
(
|
173 |
+
1
|
174 |
+
+
|
175 |
+
cos
|
176 |
+
|
177 |
+
x
|
178 |
+
)
|
179 |
+
cos
|
180 |
+
|
181 |
+
y
|
182 |
+
|
183 |
+
|
184 |
+
{\displaystyle (1+\cos x)\cos y}
|
185 |
+
|
186 |
+
.) Consider further that the tidal force on a location depends also on whether the Moon (or the Sun) is above or below the plane of the Equator, and that these attributes have their own periods also incommensurable with a day and a month, and it is clear that many combinations result. With a careful choice of the basic astronomical frequencies, the Doodson Number annotates the particular additions and differences to form the frequency of each simple cosine term.
|
187 |
+
|
188 |
+
Remember that astronomical tides do not include weather effects. Also, changes to local conditions (sandbank movement, dredging harbour mouths, etc.) away from those prevailing at the measurement time affect the tide's actual timing and magnitude. Organisations quoting a "highest astronomical tide" for some location may exaggerate the figure as a safety factor against analytical uncertainties, distance from the nearest measurement point, changes since the last observation time, ground subsidence, etc., to avert liability should an engineering work be overtopped. Special care is needed when assessing the size of a "weather surge" by subtracting the astronomical tide from the observed tide.
|
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+
|
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+
Careful Fourier data analysis over a nineteen-year period (the National Tidal Datum Epoch in the U.S.) uses frequencies called the tidal harmonic constituents. Nineteen years is preferred because the Earth, Moon and Sun's relative positions repeat almost exactly in the Metonic cycle of 19 years, which is long enough to include the 18.613 year lunar nodal tidal constituent. This analysis can be done using only the knowledge of the forcing period, but without detailed understanding of the mathematical derivation, which means that useful tidal tables have been constructed for centuries.[60] The resulting amplitudes and phases can then be used to predict the expected tides. These are usually dominated by the constituents near 12 hours (the semi-diurnal constituents), but there are major constituents near 24 hours (diurnal) as well. Longer term constituents are 14 day or fortnightly, monthly, and semiannual. Semi-diurnal tides dominated coastline, but some areas such as the South China Sea and the Gulf of Mexico are primarily diurnal. In the semi-diurnal areas, the primary constituents M2 (lunar) and S2 (solar) periods differ slightly, so that the relative phases, and thus the amplitude of the combined tide, change fortnightly (14 day period).[61]
|
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+
|
192 |
+
In the M2 plot above, each cotidal line differs by one hour from its neighbors, and the thicker lines show tides in phase with equilibrium at Greenwich. The lines rotate around the amphidromic points counterclockwise in the northern hemisphere so that from Baja California Peninsula to Alaska and from France to Ireland the M2 tide propagates northward. In the southern hemisphere this direction is clockwise. On the other hand, M2 tide propagates counterclockwise around New Zealand, but this is because the islands act as a dam and permit the tides to have different heights on the islands' opposite sides. (The tides do propagate northward on the east side and southward on the west coast, as predicted by theory.)
|
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+
|
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+
The exception is at Cook Strait where the tidal currents periodically link high to low water. This is because cotidal lines 180° around the amphidromes are in opposite phase, for example high water across from low water at each end of Cook Strait. Each tidal constituent has a different pattern of amplitudes, phases, and amphidromic points, so the M2 patterns cannot be used for other tide components.
|
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+
|
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Because the Moon is moving in its orbit around the Earth and in the same sense as the Earth's rotation, a point on the Earth must rotate slightly further to catch up so that the time between semidiurnal tides is not twelve but 12.4206 hours—a bit over twenty-five minutes extra. The two peaks are not equal. The two high tides a day alternate in maximum heights: lower high (just under three feet), higher high (just over three feet), and again lower high. Likewise for the low tides.
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When the Earth, Moon, and Sun are in line (Sun–Earth–Moon, or Sun–Moon–Earth) the two main influences combine to produce spring tides; when the two forces are opposing each other as when the angle Moon–Earth–Sun is close to ninety degrees, neap tides result. As the Moon moves around its orbit it changes from north of the Equator to south of the Equator. The alternation in high tide heights becomes smaller, until they are the same (at the lunar equinox, the Moon is above the Equator), then redevelop but with the other polarity, waxing to a maximum difference and then waning again.
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The tides' influence on current flow is much more difficult to analyse, and data is much more difficult to collect. A tidal height is a simple number which applies to a wide region simultaneously. A flow has both a magnitude and a direction, both of which can vary substantially with depth and over short distances due to local bathymetry. Also, although a water channel's center is the most useful measuring site, mariners object when current-measuring equipment obstructs waterways. A flow proceeding up a curved channel is the same flow, even though its direction varies continuously along the channel. Surprisingly, flood and ebb flows are often not in opposite directions. Flow direction is determined by the upstream channel's shape, not the downstream channel's shape. Likewise, eddies may form in only one flow direction.
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Nevertheless, current analysis is similar to tidal analysis: in the simple case, at a given location the flood flow is in mostly one direction, and the ebb flow in another direction. Flood velocities are given positive sign, and ebb velocities negative sign. Analysis proceeds as though these are tide heights.
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In more complex situations, the main ebb and flood flows do not dominate. Instead, the flow direction and magnitude trace an ellipse over a tidal cycle (on a polar plot) instead of along the ebb and flood lines. In this case, analysis might proceed along pairs of directions, with the primary and secondary directions at right angles. An alternative is to treat the tidal flows as complex numbers, as each value has both a magnitude and a direction.
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Tide flow information is most commonly seen on nautical charts, presented as a table of flow speeds and bearings at hourly intervals, with separate tables for spring and neap tides. The timing is relative to high water at some harbour where the tidal behaviour is similar in pattern, though it may be far away.
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As with tide height predictions, tide flow predictions based only on astronomical factors do not incorporate weather conditions, which can completely change the outcome.
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The tidal flow through Cook Strait between the two main islands of New Zealand is particularly interesting, as the tides on each side of the strait are almost exactly out of phase, so that one side's high water is simultaneous with the other's low water. Strong currents result, with almost zero tidal height change in the strait's center. Yet, although the tidal surge normally flows in one direction for six hours and in the reverse direction for six hours, a particular surge might last eight or ten hours with the reverse surge enfeebled. In especially boisterous weather conditions, the reverse surge might be entirely overcome so that the flow continues in the same direction through three or more surge periods.
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A further complication for Cook Strait's flow pattern is that the tide at the south side (e.g. at Nelson) follows the common bi-weekly spring–neap tide cycle (as found along the west side of the country), but the north side's tidal pattern has only one cycle per month, as on the east side: Wellington, and Napier.
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The graph of Cook Strait's tides shows separately the high water and low water height and time, through November 2007; these are not measured values but instead are calculated from tidal parameters derived from years-old measurements. Cook Strait's nautical chart offers tidal current information. For instance the January 1979 edition for 41°13·9’S 174°29·6’E (north west of Cape Terawhiti) refers timings to Westport while the January 2004 issue refers to Wellington. Near Cape Terawhiti in the middle of Cook Strait the tidal height variation is almost nil while the tidal current reaches its maximum, especially near the notorious Karori Rip. Aside from weather effects, the actual currents through Cook Strait are influenced by the tidal height differences between the two ends of the strait and as can be seen, only one of the two spring tides at the north west end of the strait near Nelson has a counterpart spring tide at the south east end (Wellington), so the resulting behaviour follows neither reference harbour.[citation needed]
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Tidal energy can be extracted by two means: inserting a water turbine into a tidal current, or building ponds that release/admit water through a turbine. In the first case, the energy amount is entirely determined by the timing and tidal current magnitude. However, the best currents may be unavailable because the turbines would obstruct ships. In the second, the impoundment dams are expensive to construct, natural water cycles are completely disrupted, ship navigation is disrupted. However, with multiple ponds, power can be generated at chosen times. So far, there are few installed systems for tidal power generation (most famously, La Rance at Saint Malo, France) which face many difficulties. Aside from environmental issues, simply withstanding corrosion and biological fouling pose engineering challenges.
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Tidal power proponents point out that, unlike wind power systems, generation levels can be reliably predicted, save for weather effects. While some generation is possible for most of the tidal cycle, in practice turbines lose efficiency at lower operating rates. Since the power available from a flow is proportional to the cube of the flow speed, the times during which high power generation is possible are brief.
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Tidal flows are important for navigation, and significant errors in position occur if they are not accommodated. Tidal heights are also important; for example many rivers and harbours have a shallow "bar" at the entrance which prevents boats with significant draft from entering at low tide.
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Until the advent of automated navigation, competence in calculating tidal effects was important to naval officers. The certificate of examination for lieutenants in the Royal Navy once declared that the prospective officer was able to "shift his tides".[62]
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Tidal flow timings and velocities appear in tide charts or a tidal stream atlas. Tide charts come in sets. Each chart covers a single hour between one high water and another (they ignore the leftover 24 minutes) and show the average tidal flow for that hour. An arrow on the tidal chart indicates the direction and the average flow speed (usually in knots) for spring and neap tides. If a tide chart is not available, most nautical charts have "tidal diamonds" which relate specific points on the chart to a table giving tidal flow direction and speed.
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The standard procedure to counteract tidal effects on navigation is to (1) calculate a "dead reckoning" position (or DR) from travel distance and direction, (2) mark the chart (with a vertical cross like a plus sign) and (3) draw a line from the DR in the tide's direction. The distance the tide moves the boat along this line is computed by the tidal speed, and this gives an "estimated position" or EP (traditionally marked with a dot in a triangle).
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Nautical charts display the water's "charted depth" at specific locations with "soundings" and the use of bathymetric contour lines to depict the submerged surface's shape. These depths are relative to a "chart datum", which is typically the water level at the lowest possible astronomical tide (although other datums are commonly used, especially historically, and tides may be lower or higher for meteorological reasons) and are therefore the minimum possible water depth during the tidal cycle. "Drying heights" may also be shown on the chart, which are the heights of the exposed seabed at the lowest astronomical tide.
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Tide tables list each day's high and low water heights and times. To calculate the actual water depth, add the charted depth to the published tide height. Depth for other times can be derived from tidal curves published for major ports. The rule of twelfths can suffice if an accurate curve is not available. This approximation presumes that the increase in depth in the six hours between low and high water is: first hour — 1/12, second — 2/12, third — 3/12, fourth — 3/12, fifth — 2/12, sixth — 1/12.
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Intertidal ecology is the study of ecosystems between the low- and high-water lines along a shore. At low water, the intertidal zone is exposed (or emersed), whereas at high water, it is underwater (or immersed). Intertidal ecologists therefore study the interactions between intertidal organisms and their environment, as well as among the different species. The most important interactions may vary according to the type of intertidal community. The broadest classifications are based on substrates — rocky shore or soft bottom.
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Intertidal organisms experience a highly variable and often hostile environment, and have adapted to cope with and even exploit these conditions. One easily visible feature is vertical zonation, in which the community divides into distinct horizontal bands of specific species at each elevation above low water. A species' ability to cope with desiccation determines its upper limit, while competition with other species sets its lower limit.
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Humans use intertidal regions for food and recreation. Overexploitation can damage intertidals directly. Other anthropogenic actions such as introducing invasive species and climate change have large negative effects. Marine Protected Areas are one option communities can apply to protect these areas and aid scientific research.
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The approximately fortnightly tidal cycle has large effects on intertidal[63] and marine organisms.[64] Hence their biological rhythms tend to occur in rough multiples of this period. Many other animals such as the vertebrates, display similar rhythms. Examples include gestation and egg hatching. In humans, the menstrual cycle lasts roughly a lunar month, an even multiple of the tidal period. Such parallels at least hint at the common descent of all animals from a marine ancestor.[65]
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When oscillating tidal currents in the stratified ocean flow over uneven bottom topography, they generate internal waves with tidal frequencies. Such waves are called internal tides.
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Shallow areas in otherwise open water can experience rotary tidal currents, flowing in directions that continually change and thus the flow direction (not the flow) completes a full rotation in 12 1⁄2 hours (for example, the Nantucket Shoals).[66]
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In addition to oceanic tides, large lakes can experience small tides and even planets can experience atmospheric tides and Earth tides. These are continuum mechanical phenomena. The first two take place in fluids. The third affects the Earth's thin solid crust surrounding its semi-liquid interior (with various modifications).
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Large lakes such as Superior and Erie can experience tides of 1 to 4 cm (0.39 to 1.6 in), but these can be masked by meteorologically induced phenomena such as seiche.[67] The tide in Lake Michigan is described as 1.3 to 3.8 cm (0.5 to 1.5 in)[68] or 4.4 cm (1 3⁄4 in).[69]
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This is so small that other larger effects completely mask any tide, and as such these lakes are considered non-tidal.[70]
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Atmospheric tides are negligible at ground level and aviation altitudes, masked by weather's much more important effects. Atmospheric tides are both gravitational and thermal in origin and are the dominant dynamics from about 80 to 120 kilometres (50 to 75 mi), above which the molecular density becomes too low to support fluid behavior.
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Earth tides or terrestrial tides affect the entire Earth's mass, which acts similarly to a liquid gyroscope with a very thin crust. The Earth's crust shifts (in/out, east/west, north/south) in response to lunar and solar gravitation, ocean tides, and atmospheric loading. While negligible for most human activities, terrestrial tides' semi-diurnal amplitude can reach about 55 centimetres (22 in) at the Equator—15 centimetres (5.9 in) due to the Sun—which is important in GPS calibration and VLBI measurements. Precise astronomical angular measurements require knowledge of the Earth's rotation rate and polar motion, both of which are influenced by Earth tides. The semi-diurnal M2 Earth tides are nearly in phase with the Moon with a lag of about two hours.[citation needed]
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Galactic tides are the tidal forces exerted by galaxies on stars within them and satellite galaxies orbiting them. The galactic tide's effects on the Solar System's Oort cloud are believed to cause 90 percent of long-period comets.[71]
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Tsunamis, the large waves that occur after earthquakes, are sometimes called tidal waves, but this name is given by their resemblance to the tide, rather than any causal link to the tide. Other phenomena unrelated to tides but using the word tide are rip tide, storm tide, hurricane tide, and black or red tides. Many of these usages are historic and refer to the earlier meaning of tide as "a portion of time, a season".[72]
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Margaret Hilda Thatcher, Baroness Thatcher, LG, OM, DStJ, PC, FRS, HonFRSC (née Roberts; 13 October 1925 – 8 April 2013) was a British stateswoman who served as prime minister of the United Kingdom from 1979 to 1990 and leader of the Conservative Party from 1975 to 1990. She was the longest-serving British prime minister of the 20th century and the first woman to hold that office. A Soviet journalist dubbed her the "Iron Lady", a nickname that became associated with her uncompromising politics and leadership style. As Prime Minister, she implemented policies known as Thatcherism.
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Thatcher studied chemistry at Somerville College, Oxford, and worked briefly as a research chemist, before becoming a barrister. She was elected Member of Parliament for Finchley in 1959. Edward Heath appointed her secretary of state for education and science in his 1970–74 government. In 1975, she defeated Heath in the Conservative Party leadership election to become leader of the Opposition, the first woman to lead a major political party in the United Kingdom. On becoming prime minister after winning the 1979 general election, Thatcher introduced a series of economic policies intended to reverse high unemployment and Britain's struggles in the wake of the Winter of Discontent and an ongoing recession.[nb 1] Her political philosophy and economic policies emphasised deregulation (particularly of the financial sector), flexible labour markets, the privatisation of state-owned companies, and reducing the power and influence of trade unions. Her popularity in her first years in office waned amid recession and rising unemployment, until victory in the 1982 Falklands War and the recovering economy brought a resurgence of support, resulting in her landslide re-election in 1983. She survived an assassination attempt by the Provisional IRA in the 1984 Brighton hotel bombing and achieved a political victory against the National Union of Mineworkers in the 1984–85 miners' strike.
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Thatcher was re-elected for a third term with another landslide in 1987, but her subsequent support for the Community Charge ("poll tax") was widely unpopular, and her increasingly Eurosceptic views on the European Community were not shared by others in her Cabinet. She resigned as prime minister and party leader in November 1990, after Michael Heseltine launched a challenge to her leadership.[nb 2]
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After retiring from the Commons in 1992, she was given a life peerage as Baroness Thatcher (of Kesteven in the County of Lincolnshire) which entitled her to sit in the House of Lords. In 2013, she died of a stroke at the Ritz Hotel in London, at the age of 87.
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Although a controversial figure in British political culture, Thatcher is nonetheless viewed favourably in historical rankings of British prime ministers. Her tenure constituted a realignment towards neoliberal policies in the United Kingdom and debate over the complicated legacy of Thatcherism persists into the 21st century.
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Margaret Hilda Roberts was born on 13 October 1925, in Grantham, Lincolnshire.[5] Her parents were Alfred Roberts (1892–1970), from Northamptonshire, and Beatrice Ethel (née Stephenson, 1888–1960), from Lincolnshire.[5][6] Her father's maternal grandmother Catherine Sullivan was born in County Kerry, Ireland.[7]
|
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Thatcher spent her childhood in Grantham, where her father owned a tobacconist's and a grocery shop. In 1938, prior to the Second World War, the Roberts family briefly gave sanctuary to a teenage Jewish girl who had escaped Nazi Germany.[8] Margaret, with her pen-friending elder sister Muriel, saved pocket money to help pay for the teenager's journey.[8]
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Alfred Roberts was an alderman and a Methodist local preacher,[9] and brought up his daughter as a strict Wesleyan Methodist,[10] attending the Finkin Street Methodist Church,[11] but Margaret was more skeptical; the future scientist told a friend that she could not believe in angels, having calculated that they needed a breastbone six feet long to support wings.[12] Alfred came from a Liberal family but stood (as was then customary in local government) as an Independent. He served as Mayor of Grantham in 1945–46 and lost his position as alderman in 1952 after the Labour Party won its first majority on Grantham Council in 1950.[9]
|
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Margaret Roberts attended Huntingtower Road Primary School and won a scholarship to Kesteven and Grantham Girls' School, a grammar school.[5][13] Her school reports showed hard work and continual improvement; her extracurricular activities included the piano, field hockey, poetry recitals, swimming and walking.[14] She was head girl in 1942–43.[15] Other students thought of Roberts as the "star scientist", although mistaken advice regarding cleaning ink from parquetry almost caused chlorine gas poisoning. In her upper sixth year Roberts was accepted for a scholarship to study chemistry at Somerville College, Oxford, a women's college, starting in 1944. After another candidate withdrew, Roberts entered Oxford in October 1943.[16][12]
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Roberts arrived at Oxford in 1943 and graduated in 1947[5] with Second-Class Honours, in the four-year Chemistry Bachelor of Science degree, specialising in X-ray crystallography under the supervision of Dorothy Hodgkin.[17] Her dissertation was on the structure of the antibiotic gramicidin.[18] Roberts did not only study chemistry as she intended to be a chemist only for a short period of time,[19] already thinking about law and politics.[20] She was reportedly prouder of becoming the first prime minister with a science degree than becoming the first woman prime minister.[21] While prime minister she attempted to preserve Somerville as a women's college.[22]
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During her time at Oxford, Roberts was noted for her isolated and serious attitude.[12] Her first boyfriend, Tony Bray (1926–2014), recalled that she was "very thoughtful and a very good conversationalist. That's probably what interested me. She was good at general subjects".[12][23] Roberts's enthusiasm for politics as a girl made him think of her as "unusual".[12] Bray met her parents and described them as "slightly austere" and "very proper".[12][23]
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At the end of the term at Oxford, Bray became more distant and hoped for their relationship to "fizzle out". He recalled that he thought Roberts had taken the relationship more seriously than he had done.[12] When asked about Bray in later life, Thatcher prevaricated but acknowledged the circumstances between herself and Bray.[12][23]
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Roberts became President of the Oxford University Conservative Association in 1946.[24] She was influenced at university by political works such as Friedrich Hayek's The Road to Serfdom (1944),[25] which condemned economic intervention by government as a precursor to an authoritarian state.[26]
|
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After graduating, Roberts moved to Colchester in Essex to work as a research chemist for BX Plastics near Manningtree.[27] In 1948 she applied for a job at Imperial Chemical Industries (ICI), but was rejected after the personnel department assessed her as "headstrong, obstinate and dangerously self-opinionated".[28] Agar (2011) argues that her understanding of modern scientific research would later impact her views as prime minister.
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Roberts joined the local Conservative Association and attended the party conference at Llandudno, Wales, in 1948, as a representative of the University Graduate Conservative Association.[29] Meanwhile, she became a high-ranking affiliate of the Vermin Club,[30][31] a group of grassroots Conservatives formed in response to a derogatory comment made by Aneurin Bevan.[31] One of her Oxford friends was also a friend of the Chair of the Dartford Conservative Association in Kent, who were looking for candidates.[29] Officials of the association were so impressed by her that they asked her to apply, even though she was not on the party's approved list; she was selected in January 1950 (aged 24) and added to the approved list post ante.[32]
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At a dinner following her formal adoption as Conservative candidate for Dartford in February 1949 she met divorcé Denis Thatcher, a successful and wealthy businessman, who drove her to her Essex train.[33] After their first meeting she described him to Muriel as "not a very attractive creature – very reserved but quite nice".[12] In preparation for the election Roberts moved to Dartford, where she supported herself by working as a research chemist for J. Lyons and Co. in Hammersmith, part of a team developing emulsifiers for ice cream.[34] She married at Wesley's Chapel and her children were baptised there,[35] but she and her husband began attending Church of England services and would later convert to Anglicanism.[36][37]
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In the 1950 and 1951 general elections, Roberts was the Conservative candidate for the Labour seat of Dartford. The local party selected her as its candidate because, though not a dynamic public speaker, Roberts was well-prepared and fearless in her answers; prospective candidate Bill Deedes recalled: "Once she opened her mouth, the rest of us began to look rather second-rate."[21] She attracted media attention as the youngest and the only female candidate.[38] She lost on both occasions to Norman Dodds, but reduced the Labour majority by 6,000, and then a further 1,000.[39] During the campaigns, she was supported by her parents and by future husband Denis Thatcher, whom she married in December 1951.[39][40] Denis funded his wife's studies for the bar;[41] she qualified as a barrister in 1953 and specialised in taxation.[42] Later that same year their twins Carol and Mark were born, delivered prematurely by Caesarean section.[43]
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In 1954, Thatcher was defeated when she sought selection to be the Conservative party candidate for the Orpington by-election of January 1955. She chose not to stand as a candidate in the 1955 general election, in later years stating: "I really just felt the twins were ... only two, I really felt that it was too soon. I couldn't do that."[44] Afterwards, Thatcher began looking for a Conservative safe seat and was selected as the candidate for Finchley in April 1958 (narrowly beating Ian Montagu Fraser). She was elected as MP for the seat after a hard campaign in the 1959 election.[45][46] Benefiting from her fortunate result in a lottery for backbenchers to propose new legislation,[21] Thatcher's maiden speech was, unusually, in support of her private member's bill, the Public Bodies (Admission to Meetings) Act 1960, requiring local authorities to hold their council meetings in public; the bill was successful and became law.[47][48] In 1961 she went against the Conservative Party's official position by voting for the restoration of birching as a judicial corporal punishment.[49]
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Thatcher's talent and drive caused her to be mentioned as a future prime minister in her early 20s[21] although she herself was more pessimistic, stating as late as 1970: "There will not be a woman prime minister in my lifetime – the male population is too prejudiced."[50] In October 1961 she was promoted to the frontbench as parliamentary undersecretary at the Ministry of Pensions and National Insurance by Harold Macmillan.[51] Thatcher was the youngest woman in history to receive such a post, and among the first MPs elected in 1959 to be promoted.[52] After the Conservatives lost the 1964 election she became spokeswoman on Housing and Land, in which position she advocated her party's policy of giving tenants the Right to Buy their council houses.[53] She moved to the Shadow Treasury team in 1966 and, as Treasury spokeswoman, opposed Labour's mandatory price and income controls, arguing they would unintentionally produce effects that would distort the economy.[53]
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Jim Prior suggested Thatcher as a Shadow Cabinet member after the Conservatives' 1966 defeat, but party leader Edward Heath and Chief Whip William Whitelaw eventually chose Mervyn Pike as the Conservative Shadow Cabinet's sole woman member.[52] At the 1966 Conservative Party conference, Thatcher criticised the high-tax policies of the Labour government as being steps "not only towards Socialism, but towards Communism", arguing that lower taxes served as an incentive to hard work.[53] Thatcher was one of the few Conservative MPs to support Leo Abse's bill to decriminalise male homosexuality.[54] She voted in favour of David Steel's bill to legalise abortion,[55][56] as well as a ban on hare coursing.[57] She supported the retention of capital punishment[58] and voted against the relaxation of divorce laws.[59][60]
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In 1967, the United States Embassy in London chose Thatcher to take part in the International Visitor Leadership Program (then called the Foreign Leader Program), a professional exchange programme that gave her the opportunity to spend about six weeks visiting various US cities and political figures as well as institutions such as the International Monetary Fund. Although she was not yet a Shadow Cabinet member, the embassy reportedly described her to the State Department as a possible future prime minister. The description helped Thatcher meet with prominent people during a busy itinerary focused on economic issues, including Paul Samuelson, Walt Rostow, Pierre-Paul Schweitzer and Nelson Rockefeller. Following the visit, Heath appointed Thatcher to the Shadow Cabinet[52] as Fuel and Power spokeswoman.[61] Prior to the 1970 general election, she was promoted to Shadow Transport spokeswoman and later to Education.[62]
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In 1968, Enoch Powell delivered his "Rivers of Blood" speech in which he strongly criticised Commonwealth immigration to the United Kingdom and the then-proposed Race Relations Bill. When Heath telephoned Thatcher to inform her that he was going to sack Powell from the Shadow Cabinet, she recalled that she "really thought that it was better to let things cool down for the present rather than heighten the crisis". She believed that his main points about Commonwealth immigration were correct and that the selected quotations from his speech had been taken out of context.[63] In a 1991 interview for Today, Thatcher stated that she thought Powell had "made a valid argument, if in sometimes regrettable terms".[64]
|
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+
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Around this time she gave her first Commons speech as a Shadow Transport Minister and highlighted the need for investment in British Rail. She argued: " ... if we build bigger and better roads, they would soon be saturated with more vehicles and we would be no nearer solving the problem."[65] Thatcher made her first visit to the Soviet Union in the summer of 1969 as the Opposition Transport spokeswoman,[66] and in October delivered a speech celebrating her ten years in Parliament.[67] A couple of months later, in early 1970, she told The Finchley Press that she would like to see a "reversal of the permissive society".[67]
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The Conservative Party led by Edward Heath won the 1970 general election, and Thatcher was appointed to the Cabinet as secretary of state for education and science. Thatcher caused controversy when after only a few days in office she withdrew Labour's Circular 10/65 which attempted to force comprehensivisation, without going through a consultation progress.[68] She was highly criticised for the speed in which she carried this out.[68] Consequently, she drafted her own new policy (Circular 10/70) which ensured that local authorities were not forced to go comprehensive.[69] Her new policy was not meant to stop the development of new comprehensives; she said: "We shall ... expect plans to be based on educational considerations rather than on the comprehensive principle."[69]
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+
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+
Thatcher supported Lord Rothschild's 1971 proposal for market forces to affect government funding of research. Although many scientists opposed the proposal, her research background probably made her sceptical of their claim that outsiders should not interfere with funding.[20] The department evaluated proposals for more local education authorities to close grammar schools and to adopt comprehensive secondary education. Although Thatcher was committed to a tiered secondary modern-grammar school system of education and attempted to preserve grammar schools,[70] during her tenure as education secretary she turned down only 326 of 3,612 proposals (roughly 9 per cent)[71] for schools to become comprehensives; the proportion of pupils attending comprehensive schools consequently rose from 32 per cent to 62 per cent.[72] Nevertheless, she managed to save 94 grammar schools.[69]
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During her first months in office she attracted public attention as a consequence of the government's attempts to cut spending. She gave priority to academic needs in schools,[70] while administering public expenditure cuts on the state education system, resulting in the abolition of free milk for schoolchildren aged seven to eleven.[73] She held that few children would suffer if schools were charged for milk, but agreed to provide younger children with ⅓ pint daily for nutritional purposes.[73] She also argued that she was simply carrying on with what the Labour government had started since they had stopped giving free milk to secondary schools.[74] Milk would still be provided to those children that required it on medical grounds and schools could still sell milk.[74] The aftermath of the milk row hardened her determination, she told the editor-proprietor Harold Creighton of The Spectator: "Don't underestimate me, I saw how they broke Keith [Joseph], but they won't break me."[75]
|
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Cabinet papers later revealed that she opposed the policy but had been forced into it by the Treasury.[76] Her decision provoked a storm of protest from Labour and the press,[77] leading to her being notoriously nicknamed "Margaret Thatcher, Milk Snatcher".[73][78] She reportedly considered leaving politics in the aftermath and later wrote in her autobiography: "I learned a valuable lesson [from the experience]. I had incurred the maximum of political odium for the minimum of political benefit."[79]
|
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The Heath government continued to experience difficulties with oil embargoes and union demands for wage increases in 1973, subsequently losing the February 1974 general election.[77] Labour formed a minority government and went on to win a narrow majority in the October 1974 general election. Heath's leadership of the Conservative Party looked increasingly in doubt. Thatcher was not initially seen as the obvious replacement, but she eventually became the main challenger, promising a fresh start.[81] Her main support came from the parliamentary 1922 Committee[81] and The Spectator,[82] but Thatcher's time in office gave her the reputation of a pragmatist rather than that of an ideologue.[21] She defeated Heath on the first ballot and he resigned the leadership.[83] In the second ballot she defeated Whitelaw, Heath's preferred successor. Thatcher's election had a polarising effect on the party; her support was stronger among MPs on the right, and also among those from southern England, and those who had not attended public schools or Oxbridge.[84]
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Thatcher became Conservative Party leader and leader of the Opposition on 11 February 1975;[85] she appointed Whitelaw as her deputy. Heath was never reconciled to Thatcher's leadership of the party.[86]
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+
Television critic Clive James, writing in The Observer prior to her election as Conservative Party leader, compared her voice of 1973 to "a cat sliding down a blackboard".[nb 3] Thatcher had already begun to work on her presentation on the advice of Gordon Reece, a former television producer. By chance, Reece met the actor Laurence Olivier, who arranged lessons with the National Theatre's voice coach.[88][89][nb 4]
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Thatcher began attending lunches regularly at the Institute of Economic Affairs (IEA), a think tank founded by Hayekian poultry magnate Antony Fisher; she had been visiting the IEA and reading its publications since the early 1960s. There she was influenced by the ideas of Ralph Harris and Arthur Seldon, and became the face of the ideological movement opposing the British welfare state. Keynesian economics, they believed, was weakening Britain. The institute's pamphlets proposed less government, lower taxes, and more freedom for business and consumers.[92]
|
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Thatcher intended to promote neoliberal economic ideas at home and abroad. Despite setting the direction of her foreign policy for a Conservative government, Thatcher was distressed by her repeated failure to shine in the House of Commons. Consequently, Thatcher decided that as "her voice was carrying little weight at home", she would "be heard in the wider world".[93] Thatcher undertook visits across the Atlantic, establishing an international profile and promoting her economic and foreign policies. She toured the United States in 1975 and met President Gerald Ford,[94] visiting again in 1977, when she met President Jimmy Carter.[95] Among other foreign trips, she met Shah Mohammad Reza Pahlavi during a visit to Iran in 1978.[96] Thatcher chose to travel without being accompanied by her shadow foreign secretary, Reginald Maudling, in an attempt to make a bolder personal impact.[95]
|
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In domestic affairs, Thatcher opposed Scottish devolution (home rule) and the creation of a Scottish Assembly. She instructed Conservative MPs to vote against the Scotland and Wales Bill in December 1976, which was successfully defeated, and then when new Bills were proposed she supported amending the legislation to allow the English to vote in the 1979 referendum on Scottish devolution.[97]
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Britain's economy during the 1970s was so weak that then foreign secretary James Callaghan warned his fellow Labour Cabinet members in 1974 of the possibility of "a breakdown of democracy", telling them: "If I were a young man, I would emigrate."[98] In mid-1978, the economy began to recover and opinion polls showed Labour in the lead, with a general election being expected later that year and a Labour win a serious possibility. Now prime minister, Callaghan surprised many by announcing on 7 September that there would be no general election that year and he would wait until 1979 before going to the polls. Thatcher reacted to this by branding the Labour government "chickens", and Liberal Party leader David Steel joined in, criticising Labour for "running scared".[99]
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The Labour government then faced fresh public unease about the direction of the country and a damaging series of strikes during the winter of 1978–79, dubbed the "Winter of Discontent". The Conservatives attacked the Labour government's unemployment record, using advertising with the slogan "Labour Isn't Working". A general election was called after the Callaghan ministry lost a motion of no confidence in early 1979. The Conservatives won a 44-seat majority in the House of Commons and Thatcher became the first female British prime minister.[100]
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I stand before you tonight in my Red Star chiffon evening gown, my face softly made up and my fair hair gently waved, the Iron Lady of the Western world.[101]
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In 1976, Thatcher gave her "Britain Awake" foreign policy speech which lambasted the Soviet Union for seeking world dominance.[102] The Soviet Army journal Krasnaya Zvezda (Red Star) rebutted her stance in a piece entitled "Iron Lady Raises Fears" by Captain Yuri Gavrilov[103] (alluding to "Iron Chancellor" Bismarck of imperial Germany). The Sunday Times covered the Red Star article the next day,[104] and Thatcher embraced the epithet a week later; in a speech to Finchley Conservatives she compared it to the Duke of Wellington's nickname "The Iron Duke".[101] The metaphorical sobriquet followed her throughout her political career,[105] and has since become a generic descriptor for strong-willed female politicians.[106]
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Thatcher became prime minister on 4 May 1979. Arriving at Downing Street she said, paraphrasing the Prayer of Saint Francis:
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Where there is discord, may we bring harmony;
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Where there is error, may we bring truth;
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Where there is doubt, may we bring faith;
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And where there is despair, may we bring hope.[107]
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In office throughout the 1980s, Thatcher was frequently described as the most powerful woman in the world.[108][109][110]
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Thatcher was Opposition leader and prime minister at a time of increased racial tension in Britain. Commenting on the local elections of 1977, The Economist noted: "The Tory tide swamped the smaller parties. That specifically includes the National Front (NF), which suffered a clear decline from last year."[111][112] Her standing in the polls had risen by 11% after a 1978 interview for World in Action in which she said "the British character has done so much for democracy, for law and done so much throughout the world that if there is any fear that it might be swamped people are going to react and be rather hostile to those coming in", as well as "in many ways [minorities] add to the richness and variety of this country. The moment the minority threatens to become a big one, people get frightened".[113][114] In the 1979 general election, the Conservatives had attracted votes from the NF, whose support almost collapsed.[115] In a July 1979 meeting with Foreign Secretary Lord Carrington and Home Secretary William Whitelaw, Thatcher objected to the number of Asian immigrants, in the context of limiting the total of Vietnamese boat people allowed to settle in the UK to fewer than 10,000 over two years.[116]
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As prime minister, Thatcher met weekly with Queen Elizabeth II to discuss government business, and their relationship came under close scrutiny.[117] Campbell (2011a, p. 464) states:
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One question that continued to fascinate the public about the phenomenon of a woman Prime Minister was how she got on with the Queen. The answer is that their relations were punctiliously correct, but there was little love lost on either side. As two women of very similar age – Mrs Thatcher was six months older – occupying parallel positions at the top of the social pyramid, one the head of government, the other head of state, they were bound to be in some sense rivals. Mrs Thatcher's attitude to the Queen was ambivalent. On the one hand she had an almost mystical reverence for the institution of the monarchy ... Yet at the same time she was trying to modernise the country and sweep away many of the values and practices which the monarchy perpetuated.
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Michael Shea, the Queen's press secretary, had reportedly leaked anonymous rumours of a rift, which were officially denied by her private secretary, William Heseltine. Thatcher later wrote: "I always found the Queen's attitude towards the work of the Government absolutely correct ... stories of clashes between 'two powerful women' were just too good not to make up."[118]
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Thatcher's economic policy was influenced by monetarist thinking and economists such as Milton Friedman and Alan Walters.[119] Together with her first Chancellor, Geoffrey Howe, she lowered direct taxes on income and increased indirect taxes.[120] She increased interest rates to slow the growth of the money supply and thereby lower inflation,[119] introduced cash limits on public spending, and reduced expenditure on social services such as education and housing.[120] Cuts to higher education led to Thatcher being the first Oxford-educated, post-war incumbent without an honorary doctorate from Oxford University, after a 738–319 vote of the governing assembly and a student petition.[121]
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Some Heathite Conservatives in the Cabinet, the so-called "wets", expressed doubt over Thatcher's policies.[122] The 1981 England riots resulted in the British media discussing the need for a policy U-turn. At the 1980 Conservative Party conference, Thatcher addressed the issue directly, with a speech written by the playwright Ronald Millar,[123] that notably included the following lines:
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To those waiting with bated breath for that favourite media catchphrase, the "U" turn, I have only one thing to say. "You turn if you want to. The lady's not for turning."[124]
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Thatcher's job approval rating fell to 23% by December 1980, lower than recorded for any previous prime minister.[125] As the recession of the early 1980s deepened, she increased taxes,[126] despite concerns expressed in a March 1981 statement signed by 364 leading economists,[127] which argued there was "no basis in economic theory ... for the Government's belief that by deflating demand they will bring inflation permanently under control", adding that "present policies will deepen the depression, erode the industrial base of our economy and threaten its social and political stability".[128]
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By 1982, the UK began to experience signs of economic recovery;[129] inflation was down to 8.6% from a high of 18%, but unemployment was over 3 million for the first time since the 1930s.[130] By 1983, overall economic growth was stronger, and inflation and mortgage rates had fallen to their lowest levels in 13 years, although manufacturing employment as a share of total employment fell to just over 30%,[131] with total unemployment remaining high, peaking at 3.3 million in 1984.[132]
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During the 1982 Conservative Party Conference, Thatcher said: "We have done more to roll back the frontiers of socialism than any previous Conservative Government."[133] She claimed at the Party Conference the following year that the British people had completely rejected state socialism and understood "the state has no source of money other than money which people earn themselves ... There is no such thing as public money; there is only taxpayers' money."[134]
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By 1987, unemployment was falling, the economy was stable and strong and inflation was low. Opinion polls showed a comfortable Conservative lead, and local council election results had also been successful, prompting Thatcher to call a general election for 11 June that year, despite the deadline for an election still being 12 months away. The election saw Thatcher re-elected for a third successive term.[135]
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Thatcher had been firmly opposed to British membership of the Exchange Rate Mechanism (ERM, a precursor to European Monetary Union), believing that it would constrain the British economy,[136] despite the urging of both Chancellor of the Exchequer Nigel Lawson and Foreign Secretary Geoffrey Howe;[137] in October 1990 she was persuaded by John Major, Lawson's successor as Chancellor, to join the ERM at what proved to be too high a rate.[138]
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Thatcher reformed local government taxes by replacing domestic rates (a tax based on the nominal rental value of a home) with the Community Charge (or poll tax) in which the same amount was charged to each adult resident.[139] The new tax was introduced in Scotland in 1989 and in England and Wales the following year,[140] and proved to be among the most unpopular policies of her premiership.[139] Public disquiet culminated in a 70,000 to 200,000-strong[141] demonstration in London in March 1990; the demonstration around Trafalgar Square deteriorated into riots, leaving 113 people injured and 340 under arrest.[142] The Community Charge was abolished in 1991 by her successor, John Major.[142] It has since transpired that Thatcher herself had failed to register for the tax, and was threatened with financial penalties if she did not return her form.[143]
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We had to fight the enemy without in the Falklands. We always have to be aware of the enemy within, which is much more difficult to fight and more dangerous to liberty.
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Thatcher believed that the trade unions were harmful to both ordinary trade unionists and the public.[144] She was committed to reducing the power of the unions, whose leadership she accused of undermining parliamentary democracy and economic performance through strike action.[145] Several unions launched strikes in response to legislation introduced to limit their power, but resistance eventually collapsed.[146] Only 39% of union members voted Labour in the 1983 general election.[147] According to the BBC in 2004, Thatcher "managed to destroy the power of the trade unions for almost a generation".[148] The miners' strike of 1984–85 was the biggest and most devastating confrontation between the unions and the government under Thatcher.[149]
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In March 1984, the National Coal Board (NCB) proposed to close 20 of the 174 state-owned mines and cut 20,000 jobs out of 187,000.[150][151][152] Two-thirds of the country's miners, led by the National Union of Mineworkers (NUM) under Arthur Scargill, downed tools in protest.[150][153][154] However, Scargill refused to hold a ballot on the strike,[155] having previously lost three ballots on a national strike (in January and October 1982, and March 1983).[156] This led to the strike being declared illegal by the High Court of Justice.[157][158]
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Thatcher refused to meet the union's demands and compared the miners' dispute to the Falklands War, declaring in a speech in 1984: "We had to fight the enemy without in the Falklands. We always have to be aware of the enemy within, which is much more difficult to fight and more dangerous to liberty."[159] Thatcher's opponents presented her words as indicating contempt for the working class, and have been employed in criticism of her ever since.[160]
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After a year out on strike, in March 1985 the NUM leadership conceded without a deal. The cost to the economy was estimated to be at least £1.5 billion, and the strike was blamed for much of the pound's fall against the US dollar.[161] Thatcher reflected on the end of the strike in her statement that "if anyone has won" it was "the miners who stayed at work" and all those "that have kept Britain going".[162]
|
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The government closed 25 unprofitable coal mines in 1985, and by 1992 a total of 97 mines had been closed;[152] those that remained were privatised in 1994.[163] The resulting closure of 150 coal mines, some of which were not losing money, resulted in the loss of tens of thousands of jobs and had the effect of devastating entire communities.[152] Strikes had helped bring down Heath's government, and Thatcher was determined to succeed where he had failed. Her strategy of preparing fuel stocks, appointing hardliner Ian MacGregor as NCB leader, and ensuring that police were adequately trained and equipped with riot gear, contributed to her triumph over the striking miners.[164]
|
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The number of stoppages across the UK peaked at 4,583 in 1979, when more than 29 million working days had been lost. In 1984, the year of the miners' strike, there were 1,221, resulting in the loss of more than 27 million working days. Stoppages then fell steadily throughout the rest of Thatcher's premiership; in 1990 there were 630 and fewer than 2 million working days lost, and they continued to fall thereafter.[165] Thatcher's tenure also witnessed a sharp decline in trade union density, with the percentage of workers belonging to a trade union falling from 57.3% in 1979 to 49.5% in 1985.[166] In 1979 up until Thatcher's final year in office, trade union membership also fell, from 13.5 million in 1979 to fewer than 10 million.[167]
|
128 |
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The policy of privatisation has been called "a crucial ingredient of Thatcherism".[168] After the 1983 election the sale of state utilities accelerated;[169] more than £29 billion was raised from the sale of nationalised industries, and another £18 billion from the sale of council houses.[170] The process of privatisation, especially the preparation of nationalised industries for privatisation, was associated with marked improvements in performance, particularly in terms of labour productivity.[171]
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Some of the privatised industries, including gas, water, and electricity, were natural monopolies for which privatisation involved little increase in competition. The privatised industries that demonstrated improvement sometimes did so while still under state ownership. British Steel Corporation had made great gains in profitability while still a nationalised industry under the government-appointed MacGregor chairmanship, which faced down trade-union opposition to close plants and halve the workforce.[172] Regulation was also significantly expanded to compensate for the loss of direct government control, with the foundation of regulatory bodies such as Oftel (1984), Ofgas (1986), and the National Rivers Authority (1989).[173] There was no clear pattern to the degree of competition, regulation, and performance among the privatised industries.[171]
|
132 |
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In most cases privatisation benefited consumers in terms of lower prices and improved efficiency, but results overall have been mixed.[174] Not all privatised companies have had successful share price trajectories in the longer term.[175] A 2010 review by the Institute of Economic Affairs states: "it does seem to be the case that once competition and/or effective regulation was introduced, performance improved markedly ... But I hasten to emphasise again that the literature is not unanimous."[176]
|
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+
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Thatcher always resisted privatising British Rail and was said to have told Transport Secretary Nicholas Ridley: "Railway privatisation will be the Waterloo of this government. Please never mention the railways to me again." Shortly before her resignation in 1990, she accepted the arguments for privatisation, which her successor John Major implemented in 1994.[177]
|
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The privatisation of public assets was combined with financial deregulation in an attempt to fuel economic growth. Chancellor Geoffrey Howe abolished the UK's exchange controls in 1979,[178] which allowed more capital to be invested in foreign markets, and the Big Bang of 1986 removed many restrictions on the London Stock Exchange.[178]
|
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In 1980 and 1981, Provisional Irish Republican Army (PIRA) and Irish National Liberation Army (INLA) prisoners in Northern Ireland's Maze Prison carried out hunger strikes in an effort to regain the status of political prisoners that had been removed in 1976 by the preceding Labour government.[179] Bobby Sands began the 1981 strike, saying that he would fast until death unless prison inmates won concessions over their living conditions.[179] Thatcher refused to countenance a return to political status for the prisoners, having declared "Crime is crime is crime; it is not political",[179] Nevertheless, the British government privately contacted republican leaders in a bid to bring the hunger strikes to an end.[180] After the deaths of Sands and nine others, the strike ended. Some rights were restored to paramilitary prisoners, but not official recognition of political status.[181] Violence in Northern Ireland escalated significantly during the hunger strikes.[182]
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140 |
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Thatcher narrowly escaped injury in an IRA assassination attempt at a Brighton hotel early in the morning on 12 October 1984.[183] Five people were killed, including the wife of minister John Wakeham. Thatcher was staying at the hotel to prepare for the Conservative Party conference, which she insisted should open as scheduled the following day.[183] She delivered her speech as planned,[184] though rewritten from her original draft,[185] in a move that was widely supported across the political spectrum and enhanced her popularity with the public.[186]
|
142 |
+
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On 6 November 1981, Thatcher and Irish Taoiseach Garret FitzGerald had established the Anglo-Irish Inter-Governmental Council, a forum for meetings between the two governments.[181] On 15 November 1985, Thatcher and FitzGerald signed the Hillsborough Anglo-Irish Agreement, which marked the first time a British government had given the Republic of Ireland an advisory role in the governance of Northern Ireland. In protest, the Ulster Says No movement led by Ian Paisley attracted 100,000 to a rally in Belfast,[187] Ian Gow, later assassinated by the PIRA, resigned as Minister of State in the HM Treasury,[188][189] and all 15 Unionist MPs resigned their parliamentary seats; only one was not returned in the subsequent by-elections on 23 January 1986.[190]
|
144 |
+
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+
Thatcher supported an active climate protection policy;[nb 5] she was instrumental in the passing of the Environmental Protection Act 1990,[192] the founding of the Hadley Centre for Climate Research and Prediction,[193] the establishment of the Intergovernmental Panel on Climate Change,[194] and the ratification of the Montreal Protocol on preserving the ozone.[195]
|
146 |
+
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+
Thatcher helped to put climate change, acid rain and general pollution in the British mainstream in the late 1980s,[194][196] calling for a global treaty on climate change in 1989.[197] Her speeches included one to the Royal Society in 1988,[198] followed by another to the UN General Assembly in 1989.
|
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+
Thatcher appointed Lord Carrington, a senior member of the party and former Minister of Defence, as Foreign Minister in 1979.[199] Although he was considered a "wet", he avoided domestic affairs and got along well with Thatcher. The first issue was what to do with Rhodesia, where the five-percent white population was determined to rule the prosperous, largely-black ex-colony in the face of overwhelming international disapproval. After the collapse of the Portuguese Empire in Africa in 1975, South Africa, which had been Rhodesia's chief supporter, realised that country was a liability. Black rule was inevitable, and Carrington brokered a peaceful solution at the Lancaster House conference in December 1979, attended by Rhodesian Prime Minister Ian Smith, as well as the key black leaders: Abel Muzorewa, Robert Mugabe, Joshua Nkomo and Josiah Tongogara. The conference ended the Rhodesian Bush War. The end result was the new nation of Zimbabwe under black rule in 1980.[200]
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Thatcher's first foreign policy crisis came with the 1979 Soviet invasion of Afghanistan. She condemned the invasion, said it showed the bankruptcy of a détente policy, and helped convince some British athletes to boycott the 1980 Moscow Olympics. She gave weak support to US President Jimmy Carter who tried to punish the USSR with economic sanctions. Britain's economic situation was precarious, and most of NATO was reluctant to cut trade ties.[201] Thatcher nevertheless gave the go ahead for Whitehall to approve MI6 (along with the SAS) to undertake 'disruptive action' in Afghanistan.[202] As well working with the CIA in Operation Cyclone, they also supplied weapons, training and intelligence to the mujaheddin.[203]
|
152 |
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+
The Financial Times reported that her government had secretly supplied Saddam Hussein with military equipment since 1981.[204][205]
|
154 |
+
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+
The Thatcher government backed the Khmer Rouge keeping their seat in the UN after they were ousted from power in Cambodia by the Cambodian–Vietnamese War. Although Thatcher denied it at the time,[206] it was revealed in 1991 that, while not directly training any Khmer Rouge,[207] from 1983 the Special Air Service (SAS) was sent to secretly train "the armed forces of the Cambodian non-communist resistance" to fight against the Vietnamese-backed puppet regime.[208][209]
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+
Thatcher was one of the first Western leaders to respond warmly to reformist Soviet leader Mikhail Gorbachev. Following Reagan–Gorbachev summit meetings and reforms enacted by Gorbachev in the USSR, she declared in November 1988 that "We're not in a Cold War now", but rather in a "new relationship much wider than the Cold War ever was".[210] She went on a state visit to the Soviet Union in 1984 and met with Gorbachev and Council of Ministers chairman Nikolai Ryzhkov.[211]
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+
Thatcher became closely aligned with the Cold War policies of US President Ronald Reagan, based on their shared distrust of communism.[146] A disagreement came in 1983 when Reagan did not consult with her on the invasion of Grenada.[212][213]
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During her first year as prime minister she supported NATO's decision to deploy US nuclear cruise and Pershing II missiles in Western Europe,[146] permitting the US to station more than 160 cruise missiles at RAF Greenham Common, starting in November 1983 and triggering mass protests by the Campaign for Nuclear Disarmament.[146] She bought the Trident nuclear missile submarine system from the US to replace Polaris, tripling the UK's nuclear forces[214] at an eventual cost of more than £12 billion (at 1996–97 prices).[215] Thatcher's preference for defence ties with the US was demonstrated in the Westland affair of 1985–86, when she acted with colleagues to allow the struggling helicopter manufacturer Westland to refuse a takeover offer from the Italian firm Agusta in favour of the management's preferred option, a link with Sikorsky Aircraft. Defence Secretary Michael Heseltine, who had supported the Agusta deal, resigned from the government in protest.[216]
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In April 1986 she permitted US F-111s to use Royal Air Force bases for the bombing of Libya in retaliation for the alleged Libyan bombing of a Berlin discothèque,[217] citing the right of self-defence under Article 51 of the UN Charter.[218][nb 6] Polls suggested that fewer than one in three British citizens approved of her decision.[220]
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Thatcher was in the US on a state visit when Iraqi leader Saddam Hussein invaded Kuwait in August 1990.[221] During her talks with President George H. W. Bush, who succeeded Reagan in 1989, she recommended intervention,[221] and put pressure on Bush to deploy troops in the Middle East to drive the Iraqi Army out of Kuwait.[222] Bush was apprehensive about the plan, prompting Thatcher to remark to him during a telephone conversation: "This was no time to go wobbly!"[223][224] Thatcher's government supplied military forces to the international coalition in the build-up to the Gulf War, but she had resigned by the time hostilities began on 17 January 1991.[225][226] She applauded the coalition victory as a backbencher, while warning that "the victories of peace will take longer than the battles of war".[227] It was later disclosed that Thatcher suggested threatening Saddam with chemical weapons after the invasion of Kuwait.[228][229]
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On 2 April 1982 the ruling military junta in Argentina ordered the invasion of the British possessions of the Falkland Islands and South Georgia, triggering the Falklands War.[230] The subsequent crisis was "a defining moment of [Thatcher's] premiership".[231] At the suggestion of Harold Macmillan and Robert Armstrong,[231] she set up and chaired a small War Cabinet (formally called ODSA, Overseas and Defence committee, South Atlantic) to oversee the conduct of the war,[232] which by 5–6 April had authorised and dispatched a naval task force to retake the islands.[233] Argentina surrendered on 14 June and Operation Corporate was hailed a success, notwithstanding the deaths of 255 British servicemen and 3 Falkland Islanders. Argentine fatalities totalled 649, half of them after the nuclear-powered submarine HMS Conqueror torpedoed and sank the cruiser ARA General Belgrano on 2 May.[234]
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Thatcher was criticised for the neglect of the Falklands' defence that led to the war, and especially by Tam Dalyell in Parliament for the decision to torpedo the General Belgrano, but overall she was considered a highly capable and committed war leader.[235] The "Falklands factor", an economic recovery beginning early in 1982, and a bitterly divided opposition all contributed to Thatcher's second election victory in 1983.[236] Thatcher frequently referred after the war to the "Falklands spirit";[237] Hastings & Jenkins (1983, p. 329) suggests that this reflected her preference for the streamlined decision-making of her War Cabinet over the painstaking deal-making of peacetime cabinet government.
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In September 1982 she visited China to discuss with Deng Xiaoping the sovereignty of Hong Kong after 1997. China was the first communist state Thatcher had visited and she was the first British prime minister to visit China. Throughout their meeting, she sought the PRC's agreement to a continued British presence in the territory. Deng insisted that the PRC's sovereignty on Hong Kong was non-negotiable, but stated his willingness to settle the sovereignty issue with the British government through formal negotiations, and both governments promised to maintain Hong Kong's stability and prosperity.[238] After the two-year negotiations, Thatcher conceded to the PRC government and signed the Sino-British Joint Declaration in Beijing in 1984, agreeing to hand over Hong Kong's sovereignty in 1997.[239]
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Despite saying that she was in favour of "peaceful negotiations" to end apartheid,[240][241] Thatcher opposed sanctions imposed on South Africa by the Commonwealth and the European Economic Community (EEC).[242] She attempted to preserve trade with South Africa while persuading the government there to abandon apartheid. This included "[c]asting herself as President Botha's candid friend", and inviting him to visit the UK in 1984,[243] in spite of the "inevitable demonstrations" against his government.[244] Alan Merrydew of the Canadian broadcaster BCTV News asked Thatcher what her response was "to a reported ANC statement that they will target British firms in South Africa?", to which she later replied: " ... when the ANC says that they will target British companies ... This shows what a typical terrorist organisation it is. I fought terrorism all my life and if more people fought it, and we were all more successful, we should not have it and I hope that everyone in this hall will think it is right to go on fighting terrorism."[245] During his visit to Britain five months after his release from prison, Nelson Mandela praised Thatcher: "She is an enemy of apartheid ... We have much to thank her for."[243]
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Thatcher and her party supported British membership of the EEC in the 1975 national referendum[247] and the Single European Act of 1986, and obtained the UK rebate on contributions,[248] but she believed that the role of the organisation should be limited to ensuring free trade and effective competition, and feared that the EEC approach was at odds with her views on smaller government and deregulation.[249] Believing that the single market would result in political integration,[248] Thatcher's opposition to further European integration became more pronounced during her premiership and particularly after her third government in 1987.[250] In her Bruges speech in 1988, Thatcher outlined her opposition to proposals from the EEC,[246] forerunner of the European Union, for a federal structure and increased centralisation of decision making:
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We have not successfully rolled back the frontiers of the state in Britain, only to see them re-imposed at a European level, with a European super-state exercising a new dominance from Brussels.[249]
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Thatcher, sharing the concerns of French President François Mitterrand,[251] was initially opposed to German reunification, telling Gorbachev that it "would lead to a change to postwar borders, and we cannot allow that because such a development would undermine the stability of the whole international situation and could endanger our security". She expressed concern that a united Germany would align itself more closely with the Soviet Union and move away from NATO.[252] In March 1990, West German Chancellor Helmut Kohl reassured Thatcher that he would keep her "informed of all his intentions about unification",[253] and that he was prepared to disclose "matters which even his cabinet would not know".[253]
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Thatcher was challenged for the leadership of the Conservative Party by the little-known backbench MP Sir Anthony Meyer in the 1989 leadership election.[254] Of the 374 Conservative MPs eligible to vote, 314 voted for Thatcher and 33 for Meyer. Her supporters in the party viewed the result as a success, and rejected suggestions that there was discontent within the party.[254]
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During her premiership Thatcher had the second-lowest average approval rating (40%) of any post-war prime minister. Since the resignation of Nigel Lawson as Chancellor in October 1989,[255] polls consistently showed that she was less popular than her party.[256] A self-described conviction politician, Thatcher always insisted that she did not care about her poll ratings and pointed instead to her unbeaten election record.[257]
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Opinion polls in September 1990 reported that Labour had established a 14% lead over the Conservatives,[258] and by November the Conservatives had been trailing Labour for 18 months.[256] These ratings, together with Thatcher's combative personality and tendency to override collegiate opinion, contributed to discontent within her party.[259]
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Thatcher removed Geoffrey Howe as foreign secretary in July 1989 after he and Lawson had forced her to agree to a plan for Britain to join the European Exchange Rate Mechanism (ERM). Britain joined the ERM in October 1990. On 1 November 1990, Howe, by then the last remaining member of Thatcher's original 1979 cabinet, resigned from his position as deputy prime minister, ostensibly over her open hostility to moves towards European Monetary Union.[258][260] In his resignation speech on 13 November, Howe commented on Thatcher's openly dismissive attitude to the government's proposal for a new European currency competing against existing currencies (a "hard ECU"):
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How on earth are the Chancellor and the Governor of the Bank of England, commending the hard ECU as they strive to, to be taken as serious participants in the debate against that kind of background noise? I believe that both the Chancellor and the Governor are cricketing enthusiasts, so I hope that there is no monopoly of cricketing metaphors. It is rather like sending your opening batsmen to the crease only for them to find, the moment the first balls are bowled, that their bats have been broken before the game by the team captain.[261][262]
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Howe's resignation hastened the end to Thatcher's premiership.[263]
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On 14 November, Michael Heseltine mounted a challenge for the leadership of the Conservative Party.[264][265] Opinion polls had indicated that he would give the Conservatives a national lead over Labour.[266] Although Thatcher led on the first ballot with the votes of 204 Conservative MPs (54.8%) to 152 votes (40.9%) for Heseltine and 16 abstentions, she was four votes short of the required 15% majority. A second ballot was therefore necessary.[267] Thatcher initially declared her intention to "fight on and fight to win" the second ballot, but consultation with her Cabinet persuaded her to withdraw.[259][268] After holding an audience with the Queen, calling other world leaders, and making one final Commons speech,[269] on 28 November she left Downing Street in tears. She reportedly regarded her ousting as a betrayal.[270] Her resignation was a shock to many outside Britain, with such foreign observers as Henry Kissinger and Gorbachev expressing private consternation.[271]
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Thatcher was replaced as head of government and party leader by Chancellor John Major, who prevailed over Heseltine in the subsequent ballot. Major oversaw an upturn in Conservative support in the 17 months leading to the 1992 general election and led the party to a fourth successive victory on 9 April 1992.[272] Thatcher favoured Major in the leadership contest, but her support for him waned in later years.[273]
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Thatcher returned to the backbenches as a constituency parliamentarian after leaving the premiership.[274] Her domestic approval rating recovered after her resignation, though public opinion remained divided on whether her government had been good for the country.[255][275] Aged 66, she retired from the House at the 1992 general election, saying that leaving the Commons would allow her more freedom to speak her mind.[276]
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On leaving the Commons, Thatcher became the first former British prime minister to set up a foundation;[277] the British wing of the Margaret Thatcher Foundation was dissolved in 2005 due to financial difficulties.[278] She wrote two volumes of memoirs, The Downing Street Years (1993) and The Path to Power (1995). In 1991 she and her husband Denis moved to a house in Chester Square, a residential garden square in central London's Belgravia district.[279]
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Thatcher was hired by the tobacco company Philip Morris as a "geopolitical consultant" in July 1992, for $250,000 per year and an annual contribution of $250,000 to her foundation.[280] Thatcher earned $50,000 for each speech she delivered.[281]
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Thatcher became an advocate of Croatian and Slovenian independence.[282] Commenting on the Yugoslav Wars, in a 1991 interview for Croatian Radiotelevision, she was critical of Western governments for not recognising the breakaway republics of Croatia and Slovenia as independent and for not supplying them with arms after the Serbian-led Yugoslav Army attacked.[283]
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In August 1992 she called for NATO to stop the Serbian assault on Goražde and Sarajevo, to end ethnic cleansing during the Bosnian War, comparing the situation in Bosnia–Herzegovina to "the barbarities of Hitler's and Stalin's".[284]
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She made a series of speeches in the Lords criticising the Maastricht Treaty,[276] describing it as "a treaty too far" and stated: "I could never have signed this treaty."[285] She cited A. V. Dicey when arguing that, as all three main parties were in favour of the treaty, the people should have their say in a referendum.[286]
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Thatcher served as honorary chancellor of the College of William & Mary in Virginia from 1993 to 2000,[287] while also serving as chancellor of the private University of Buckingham from 1992 to 1998,[288][289] a university she had formally opened in 1976 as the then education secretary.[289]
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After Tony Blair's election as Labour Party leader in 1994, Thatcher praised Blair as "probably the most formidable Labour leader since Hugh Gaitskell", adding: "I see a lot of socialism behind their front bench, but not in Mr Blair. I think he genuinely has moved."[290] Blair responded in kind: "She was a thoroughly determined person, and that is an admirable quality."[291]
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In 1998, Thatcher called for the release of former Chilean dictator Augusto Pinochet when Spain had him arrested and sought to try him for human rights violations. She cited the help he gave Britain during the Falklands War.[292] In 1999, she visited him while he was under house arrest near London.[293] Pinochet was released in March 2000 on medical grounds by Home Secretary Jack Straw.[294]
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At the 2001 general election, Thatcher supported the Conservative campaign, as she had done in 1992 and 1997, and in the Conservative leadership election following its defeat, she endorsed Iain Duncan Smith over Kenneth Clarke.[295] In 2002 she encouraged George W. Bush to aggressively tackle the "unfinished business" of Iraq under Saddam Hussein,[296] and praised Blair for his "strong, bold leadership" in standing with Bush in the Iraq War.[297]
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She broached the same subject in her Statecraft: Strategies for a Changing World, which was published in April 2002 and dedicated to Ronald Reagan, writing that there would be no peace in the Middle East until Saddam Hussein was toppled. Her book also said that Israel must trade land for peace, and that the European Union (EU) was a "fundamentally unreformable", "classic utopian project, a monument to the vanity of intellectuals, a programme whose inevitable destiny is failure".[298] She argued that Britain should renegotiate its terms of membership or else leave the EU and join the North American Free Trade Area.[299]
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Following several small strokes she was advised by her doctors not to engage in further public speaking.[300] In March 2002 she announced that on doctors' advice she would cancel all planned speaking engagements and accept no more.[301]
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Thatcher (1993, p. 23)
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On 26 June 2003, Thatcher's husband Sir Denis died of pancreatic cancer,[302] and was cremated on 3 July at Mortlake Crematorium in London.[303]
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On 11 June 2004, Thatcher (against doctor's orders) attended the state funeral service for Ronald Reagan.[304] She delivered her eulogy via videotape; in view of her health, the message had been pre-recorded several months earlier.[305][306] Thatcher flew to California with the Reagan entourage, and attended the memorial service and interment ceremony for the president at the Ronald Reagan Presidential Library.[307]
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In 2005, Thatcher criticised the way the decision to invade Iraq had been made two years previously. Although she still supported the intervention to topple Saddam Hussein, she said that (as a scientist) she would always look for "facts, evidence and proof", before committing the armed forces.[226] She celebrated her 80th birthday on 13 October at the Mandarin Oriental Hotel in Hyde Park, London; guests included the Queen, the Duke of Edinburgh, Princess Alexandra and Tony Blair.[308] Lord (Geoffrey) Howe of Aberavon was also in attendance and said of Thatcher: "Her real triumph was to have transformed not just one party but two, so that when Labour did eventually return, the great bulk of Thatcherism was accepted as irreversible."[309]
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In 2006, Thatcher attended the official Washington, D.C. memorial service to commemorate the fifth anniversary of the 11 September attacks on the US. She was a guest of Vice-President Dick Cheney, and met Secretary of State Condoleezza Rice during her visit.[310] In February 2007 Thatcher became the first living British prime minister to be honoured with a statue in the Houses of Parliament. The bronze statue stands opposite that of her political hero, Sir Winston Churchill,[311] and was unveiled on 21 February 2007 with Thatcher in attendance; she remarked in the Members' Lobby of the Commons: "I might have preferred iron – but bronze will do ... It won't rust."[311]
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Thatcher was a public supporter of the Prague Declaration on European Conscience and Communism and the resulting Prague Process, and sent a public letter of support to its preceding conference.[312]
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After collapsing at a House of Lords dinner, Thatcher, suffering low blood pressure,[313] was admitted to St Thomas' Hospital in central London on 7 March 2008 for tests. In 2009 she was hospitalised again when she fell and broke her arm.[314] Thatcher returned to 10 Downing Street in late November 2009 for the unveiling of an official portrait by artist Richard Stone,[315] an unusual honour for a living former prime minister. Stone was previously commissioned to paint portraits of the Queen and Queen Mother.[315]
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On 4 July 2011, Thatcher was to attend a ceremony for the unveiling of a 10 ft (3.0 m) statue to Ronald Reagan, outside the US Embassy in London, but was unable to attend due to her frail health.[316] She last attended a sitting of the House of Lords on 19 July 2010,[317] and on 30 July 2011 it was announced that her office in the Lords had been closed.[318] Earlier that month, Thatcher was named the most competent prime minister of the past 30 years in an Ipsos MORI poll.[319]
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Thatcher's daughter Carol first revealed that her mother had dementia in 2005,[320] saying "Mum doesn't read much any more because of her memory loss". In her 2008 memoir, Carol wrote that her mother "could hardly remember the beginning of a sentence by the time she got to the end".[320] She later recounted how she was first struck by her mother's dementia when, in conversation, Thatcher confused the Falklands and Yugoslav conflicts; she recalled the pain of needing to tell her mother repeatedly that her husband Denis was dead.[321]
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Baroness Thatcher died on 8 April 2013, at the age of 87, after suffering a stroke. She had been staying at a suite in the Ritz Hotel in London since December 2012 after having difficulty with stairs at her Chester Square home in Belgravia.[322] Her death certificate listed the primary causes of death as a "cerebrovascular accident" and "repeated transient ischaemic attack";[323] secondary causes were listed as a "carcinoma of the bladder" and dementia.[323]
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Reactions to the news of Thatcher's death were mixed across the UK, ranging from tributes lauding her as Britain's greatest-ever peacetime prime minister to public celebrations of her death and expressions of hatred and personalised vitriol.[324]
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Details of Thatcher's funeral had been agreed with her in advance.[325] She received a ceremonial funeral, including full military honours, with a church service at St Paul's Cathedral on 17 April.[326][327]
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Queen Elizabeth II and the Duke of Edinburgh attended her funeral,[328] marking only the second time in the Queen's reign that she attended the funeral of any of her former prime ministers; the first and only precedent being that of Winston Churchill, who received a state funeral in 1965.[329]
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After the service at St Paul's Cathedral, Thatcher's body was cremated at Mortlake Crematorium, where her husband had been cremated. On 28 September, a service for Thatcher was held in the All Saints Chapel of the Royal Hospital Chelsea's Margaret Thatcher Infirmary. In a private ceremony, Thatcher's ashes were interred in the grounds of the hospital, next to those of her husband.[330][331]
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Thatcherism represented a systematic and decisive overhaul of the post-war consensus, whereby the major political parties largely agreed on the central themes of Keynesianism, the welfare state, nationalised industry, and close regulation of the economy, and high taxes. Thatcher generally supported the welfare state, while proposing to rid it of abuses.[332]
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She promised in 1982 that the highly popular National Health Service was "safe in our hands".[333] At first she ignored the question of privatising nationalised industries. Heavily influenced by right-wing think tanks, and especially by Keith Joseph,[334] Thatcher broadened her attack. Thatcherism came to refer to her policies as well as aspects of her ethical outlook and personal style, including moral absolutism, nationalism, interest in the individual, and an uncompromising approach to achieving political goals.[335][336][nb 7]
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Thatcher defined her own political philosophy, in a major and controversial break with the "one-nation" conservatism[337] of her predecessor Edward Heath, in a 1987 interview published in Woman's Own magazine:
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I think we have gone through a period when too many children and people have been given to understand "I have a problem, it is the Government's job to cope with it!" or "I have a problem, I will go and get a grant to cope with it!" "I am homeless, the Government must house me!" and so they are casting their problems on society and who is society? There is no such thing! There are individual men and women and there are families and no government can do anything except through people and people look to themselves first. It is our duty to look after ourselves and then also to help look after our neighbour and life is a reciprocal business and people have got the entitlements too much in mind without the obligations.[338]
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The number of adults owning shares rose from 7 per cent to 25 per cent during her tenure, and more than a million families bought their council houses, giving an increase from 55 per cent to 67 per cent in owner occupiers from 1979 to 1990. The houses were sold at a discount of 33–55 per cent, leading to large profits for some new owners. Personal wealth rose by 80 per cent in real terms during the 1980s, mainly due to rising house prices and increased earnings. Shares in the privatised utilities were sold below their market value to ensure quick and wide sales, rather than maximise national income.[339][340]
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The "Thatcher years" were also marked by periods of high unemployment and social unrest,[341][342] and many critics on the left of the political spectrum fault her economic policies for the unemployment level; many of the areas affected by mass unemployment as well as her monetarist economic policies remained blighted for decades, by such social problems as drug abuse and family breakdown.[343] Unemployment did not fall below its May 1979 level during her tenure,[344] only marginally falling below its April 1979 level in 1990.[345] The long-term effects of her policies on manufacturing remain contentious.[346][347]
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Speaking in Scotland in 2009, Thatcher insisted she had no regrets and was right to introduce the "poll tax" and withdraw subsidies from "outdated industries, whose markets were in terminal decline", subsidies that created "the culture of dependency, which had done such damage to Britain".[348] Political economist Susan Strange termed the neoliberal financial growth model "casino capitalism", reflecting her view that speculation and financial trading were becoming more important to the economy than industry.[349]
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Critics on the left describe her as divisive[350] and claim she condoned greed and selfishness.[341] Leading Welsh politician Rhodri Morgan,[351] among others,[352] characterised Thatcher as a "Marmite" figure. Journalist Michael White, writing in the aftermath of the 2007–08 financial crisis, challenged the view that her reforms were still a net benefit.[353] Others consider her approach to have been "a mixed bag"[354][355] and "[a] Curate's egg".[356]
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Thatcher did "little to advance the political cause of women" either within her party or the government.[357] Burns (2009, p. 234) states that some British feminists regarded her as "an enemy". Purvis (2013) claims that, although Thatcher had struggled laboriously against the sexist prejudices of her day to rise to the top, she made no effort to ease the path for other women. Thatcher did not regard women's rights as requiring particular attention as she did not, especially during her premiership, consider that women were being deprived of their rights. She had once suggested the shortlisting of women by default for all public appointments, yet had also proposed that those with young children ought to leave the work force.[358]
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Thatcher's stance on immigration in the late 1970s was perceived as part of a rising racist public discourse,[359] which Barker (1981) terms "new racism".[360] In opposition, Thatcher believed that the National Front (NF) was winning over large numbers of Conservative voters with warnings against floods of immigrants. Her strategy was to undermine the NF narrative by acknowledging that many of their voters had serious concerns in need of addressing. In 1978 she criticised Labour immigration policy with the goal of attracting voters away from the NF and to the Conservatives.[361] Her rhetoric was followed by an increase in Conservative support at the expense of the NF. Critics on the left accused her of pandering to racism.[362][nb 8]
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Many Thatcherite policies had an influence on the Labour Party,[366][367] which returned to power in 1997 under Tony Blair. Blair rebranded the party "New Labour" in 1994 with the aim of increasing its appeal beyond its traditional supporters,[368] and to attract those who had supported Thatcher, such as the "Essex man".[369] Thatcher is said to have regarded the "New Labour" rebranding as her greatest achievement.[370]
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Shortly after Thatcher's death in 2013, Scottish First Minister Alex Salmond argued that her policies had the "unintended consequence" of encouraging Scottish devolution.[371] Lord Foulkes of Cumnock agreed on Scotland Tonight that she had provided "the impetus" for devolution.[372] Writing for The Scotsman, Thatcher had argued against devolution on the basis that it would eventually lead to Scottish independence.[373]
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Campbell (2011b, p. 499)
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Thatcher's tenure of 11 years and 209 days as prime minister was the longest since Lord Salisbury (13 years and 252 days, in three spells) and the longest continuous period in office since Lord Liverpool (14 years and 305 days).[374][375] She remains the longest-serving Prime Minister officially referred to as such, as the post was only officially given recognition in the order of precedence in 1905.[376]
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Having led the Conservative Party to victory in three consecutive general elections, twice in a landslide, she ranks among the most popular party leaders in British history in terms of votes cast for the winning party; over 40 million ballots were cast in total for the Conservatives under her leadership.[377][378][379] Her electoral successes were dubbed a "historic hat trick" by the British press in 1987.[380]
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Thatcher ranked highest among living persons in the 2002 BBC poll 100 Greatest Britons.[381] In 1999, Time deemed Thatcher one of the 100 most important people of the 20th century.[382] In 2015 she topped a poll by Scottish Widows, a major financial services company, as the most influential woman of the past 200 years;[383] and in 2016 topped BBC Radio 4's Woman's Hour Power List of women judged to have had the biggest impact on female lives over the past 70 years.[384][385] In 2020, Time magazine included Thatcher's name on its list of 100 Women of the Year. She was chosen as the Woman of the Year 1982, the year in which the Falklands War began under her command and resulted in the British victory.[386]
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In contrast to her relatively poor average approval rating as prime minister,[275] Thatcher has since ranked highly in retrospective opinion polling and, according to YouGov, she is "see[n] in overall positive terms" by the British public.[387] She was voted the fourth-greatest British prime minister of the 20th century in a poll of 139 academics organised by MORI.[388]
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According to theatre critic Michael Billington,[389] Thatcher left an "emphatic mark" on the arts while Prime Minister.[390] One of the earliest satires of Thatcher as prime minister involved satirist John Wells (as writer and performer), actress Janet Brown (voicing Thatcher) and future Spitting Image producer John Lloyd (as co-producer), who in 1979 were teamed up by producer Martin Lewis for the satirical audio album The Iron Lady, which consisted of skits and songs satirising Thatcher's rise to power. The album was released in September 1979.[391][392] Thatcher was heavily satirised on Spitting Image, and The Independent labelled her "every stand-up's dream".[393]
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Thatcher was the subject or the inspiration for 1980s protest songs. Musicians Billy Bragg and Paul Weller helped to form the Red Wedge collective to support Labour in opposition to Thatcher.[394] Known as "Maggie" by supporters and opponents alike, the chant song "Maggie Out" became a signature rallying cry among the left during the latter half of her premiership.[395]
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Thatcher was parodied by Wells in several media. He collaborated with Richard Ingrams on the spoof "Dear Bill" letters, which ran as a column in Private Eye magazine; they were also published in book form and became a West End stage revue titled Anyone for Denis?, with Wells in the role of Denis Thatcher. It was followed by a 1982 TV special directed by Dick Clement, in which Thatcher was played by Angela Thorne.[396]
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Since her resignation in 1990, Thatcher has been portrayed in a number of television programmes, documentaries, films and plays.[397] She was portrayed by Patricia Hodge in Ian Curteis's long unproduced The Falklands Play (2002) and by Andrea Riseborough in the TV film The Long Walk to Finchley (2008). She is the protagonist in two films, played by Lindsay Duncan in Margaret (2009) and by Meryl Streep in The Iron Lady (2011),[398] in which she is depicted as suffering from dementia or Alzheimer's disease.[399] She will be a main character in the fourth season of Netflix series The Crown, played by Gillian Anderson.[400]
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Thatcher became a privy councillor (PC) on becoming a secretary of state in 1970.[401] She was the first woman entitled to full membership rights as an honorary member of the Carlton Club on becoming Leader of the Conservative Party in 1975.[402]
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As prime minister, Thatcher received two honorary distinctions:
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Two weeks after her resignation, Thatcher was appointed Member of the Order of Merit (OM) by the Queen. Her husband Denis was made a hereditary baronet at the same time.[406] As his wife, Thatcher was entitled to use the honorific style "Lady",[407] an automatically conferred title that she declined to use.[408][409][410] She became Lady Thatcher in her own right on her ennoblement in the House of Lords.[411]
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In the Falklands, Margaret Thatcher Day has been marked each 10 January since 1992,[412] commemorating her first visit to the Islands in January 1983, six months after the end of the Falklands War in June 1982.[413]
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Thatcher became a member of the Lords in 1992 with a life peerage as Baroness Thatcher, of Kesteven in the County of Lincolnshire.[276][414] Subsequently, the College of Arms granted her usage of a personal coat of arms; she was allowed to revise these arms on her appointment as Lady of the Order of the Garter (LG) in 1995, the highest order of chivalry for women.[415]
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In the US, Thatcher received the Ronald Reagan Freedom Award,[416] and was later designated Patron of The Heritage Foundation in 2006,[417][418] where she established the Margaret Thatcher Center for Freedom.[419]
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Marjorie Jacqueline Simpson[1] (née Bouvier) is a fictional character in the American animated sitcom The Simpsons and part of the eponymous family. She is voiced by Julie Kavner, and first appeared on television in The Tracey Ullman Show short "Good Night" on April 19, 1987. Marge was created and designed by cartoonist Matt Groening while he was waiting in the lobby of James L. Brooks' office. Groening had been called to pitch a series of shorts based on Life in Hell but instead decided to create a new set of characters. He named the character after his mother Margaret Groening. After appearing on The Tracey Ullman Show for three seasons, the Simpson family received their own series on Fox, which debuted December 17, 1989.
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Marge is the matriarch of the Simpson family. With her husband Homer, she has three children: Bart, Lisa, and Maggie. Marge is the moralistic force in her family and often provides a grounding voice in the midst of her family's antics by trying to maintain order in the Simpson household. She is often portrayed as a stereotypical television mother and is often included on lists of top "TV moms". She has appeared in other media relating to The Simpsons—including video games, The Simpsons Movie, The Simpsons Ride, commercials, and comic books—and inspired an entire line of merchandise.
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Marge's distinctive blue beehive hairstyle was inspired by a combination of the Bride's in Bride of Frankenstein and the style that Margaret Groening wore in the 1960s. Julie Kavner, who was a member of the original cast of The Tracey Ullman Show, was asked to voice Marge so that more voice actors would not be needed. Kavner has won several awards for voicing Marge, including a Primetime Emmy Award for Outstanding Voice-Over Performance in 1992. She was also nominated for an Annie Award for Best Voice Acting in an Animated Feature for her performance in The Simpsons Movie. In 2000, Marge, along with the rest of her family, was awarded a star on the Hollywood Walk of Fame.
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The Simpsons uses a floating timeline (the characters do not physically age), and as such the show is generally assumed to be set in the current year. In several episodes, events have been linked to specific time periods, although this timeline has been contradicted in subsequent episodes.[2] Marge Simpson is the wife of Homer and mother of Bart, Lisa and Maggie Simpson.[3] She was raised by her parents, Jacqueline and Clancy Bouvier.[4] She has a pair of sisters, the joyless Patty and Selma, both of whom vocally disapprove of Homer. In "The Way We Was" (season two, 1991), it is revealed via flashback that Marge attended Springfield High School, and in her final year met Homer Simpson, after they both were sent to detention—Homer for smoking in the bathroom with Barney, and Marge for burning her bra in a feminist protest. She was at first wary of Homer, but agreed to go to the prom with him, although she ended up going with Artie Ziff after Homer received tutoring lessons as a means to get to know her better, while knowing that she needed to sleep for a school meet. However, she regretted going with Artie when he started to pressure her to have sex after prom. At the end of the evening, while Artie drove her home after receiving a slap, she spied Homer walking along the side of the road with the corsage meant for her. After hearing her parents voicing their negative opinions about Homer, she took her own car and went back to give him a ride. She then told Homer she should've gone to the prom with him and he fixes her snapped shoulder strap with the corsage. During the ride, he tells her he will hug her and kiss her and never be able to let her go. After the two had been dating for several years, Marge discovered she was pregnant with Bart, and she and Homer were married in a small wedding chapel across the state line.[5] Bart was born soon after, and the couple bought their first house. The episode "That '90s Show" (season 19, 2008) contradicted much of the established back-story; for example, it was revealed that Marge and Homer were childless in the early 1990s although past episodes had suggested Bart and Lisa were born in the 1980s.[6]
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As with many Simpsons characters, Marge's age and birthday changes to serve the story. In season one (1990) episodes "Life on the Fast Lane" and "Some Enchanted Evening", Marge was said to be 34.[7][8] In "Homer's Paternity Coot" (season 17, 2006), Marge states that Emerald would have been her birthstone if she had been born three months later, placing her birthday sometime in February.[9] In "Regarding Margie" (season 17, 2006), Homer mentioned that Marge was his age, meaning she could have been anywhere between 36 and 40. During this episode (Kiss Kiss Bang Bangalore), Lisa questions Homer's memory of Marge's birthday. When he cannot remember, Marge yells that it is in May.[10] In the season eighteen episode "Marge Gamer" she states that she and actor Randy Quaid share the same birthdate (October 1).
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Marge has been nonworking for most of the series, choosing to be a homemaker and take care of her family.[11] However, she has held several one-episode jobs in the course of the series. These include working as a nuclear technician alongside Homer at Springfield Nuclear Power Plant in "Marge Gets a Job" (season four, 1992);[11] selling houses in "Realty Bites" (season nine, 1997);[12] owning her own pretzel business in "The Twisted World of Marge Simpson" (season eight, 1997),[13] and working at an erotic bakery in "Sex, Pies and Idiot Scrapes" (season 20, 2008).[14] While Marge has never expressed discontent with her role as a homemaker, she has become bored with it. In "The Springfield Connection" (season six, 1995), Marge decided that she needed more excitement in her life and became a police officer. However, by the end of the episode, she became upset with the corruption in the force and quit.[15]
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Matt Groening first conceived Marge and the rest of the Simpson family in 1986 in the lobby of producer James L. Brooks' office. Groening had been called to pitch a series of animated shorts for The Tracey Ullman Show, and had intended to present an adaptation of his Life in Hell comic strip. When he realized that animating Life in Hell would require him to rescind publication rights, Groening decided to go in another direction[16] and hurriedly sketched out his version of a dysfunctional family, naming the characters after members of his own family. Marge was named after Groening's mother Margaret "Marge" Groening, who has said she bears little similarity to the character, stating, "It's really weird to have people think you're a cartoon."[16][17][18] Marge's beehive hairstyle was inspired by the titular Bride in Bride of Frankenstein and the style that Margaret Groening wore during the 1960s, although her hair was never blue.[19][20]
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Marge debuted with the rest of the Simpson family on April 19, 1987, in The Tracey Ullman Show short "Good Night".[21] In 1989, the shorts were adapted into The Simpsons, a half-hour series airing on the Fox Network. Marge and the Simpson family remained the main characters on this new show.[22]
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Matt Groening believes that episodes featuring Marge are among the most difficult episodes to write. Bill Oakley believes that the "junior" writers are usually given Marge episodes because he and writing partner Josh Weinstein were given several to write during their first season.[23] During the third season of the show, most of the writers focused on Bart and Homer, so David M. Stern decided to write a Marge episode, which became "Homer Alone" (season three, 1992). He felt that they could achieve a "deeper vein" of comedy in an episode where Marge has a nervous breakdown, and James L. Brooks quickly approved.[24]
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The entire Simpson family was designed so that they would be recognizable in silhouette.[25] The family was crudely drawn, because Groening had submitted basic sketches to the animators, assuming they would clean them up; instead, they just traced over his drawings.[16] To draw Marge, the animators generally start off with a sphere, similar to the way Lisa and Maggie are drawn. The eyes are then drawn, with one roughly in the middle of the sphere, and the other to the front side of the head. Then, the nose and lip are drawn. Her hair is then drawn on top as a long tube coming out of the sphere. An original idea the animators had for when Marge walked through doorways was that her hair would be forced down as she walked through, then once clear of the door, it would spring back and forth. This was never used.[26] Groening's original plan for Marge's hair was that it would conceal large, Life in Hell-esque rabbit ears. The gag was intended to be revealed in the final episode of the series, but was scrapped early on due to inconsistencies, and also to the fact that rabbit ears would be too fictitious even for The Simpsons.[27]
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Marge's voice is performed by Julie Kavner, who also does the voices of Marge's mother Jacqueline and her sisters Patty and Selma. Kavner had been part of the regular cast of The Tracey Ullman Show. Voices were needed for the shorts, so the producers decided to ask Kavner and fellow cast member Dan Castellaneta to voice Marge and Homer rather than hire more actors.[28][29] Part of Kavner's contract says that she will never have to promote The Simpsons on video and she rarely performs Marge's voice in public because she believes it "destroys the illusion. People feel these are real people."[30][31] Kavner takes recording sessions seriously and feels that voice acting is "a little more limiting than live acting. And I have nothing to do with my character's movement."[32]
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Marge's raspy voice is only slightly different from Kavner's, who has a "honeyed gravel voice"[33] which she says is due to "a bump on [her] vocal cords."[34] While Marge is her most famous character, Kavner's favorite characters to voice are Patty and Selma because "they're really funny and sad at the same time."[31] In The Simpsons Movie, some scenes, such as Marge's video message to Homer, were recorded over one hundred times, leaving Kavner exhausted.[35]
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Until 1998, Kavner was paid $30,000 per episode. During a pay dispute in 1998, Fox threatened to replace the six main voice actors with new actors, going as far as preparing to cast new voices.[36] However, the dispute was soon resolved and she received $125,000 per episode until 2004 when the voice actors demanded that they be paid $360,000 an episode.[36] The issue was resolved a month later,[37] and Kavner earned $250,000 per episode.[30] After salary re-negotiations in 2008, the voice actors receive approximately $400,000 per episode.[38] Three years later, with Fox threatening to cancel the series unless production costs were cut, Kavner and the other cast members accepted a 30 percent pay cut, down to just over $300,000 per episode.[39]
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Marge is generally a stereotypical sitcom mother, and she also plays the "long-suffering wife" who puts up with the antics of her children and her oafish husband.[3] While she usually takes her family's problems with good humor, in "Homer Alone" (season three, 1992), her workload and resultant stress caused her to have a mental breakdown. After spending time at "Rancho Relaxo", during which her family barely coped with her absence, she returned refreshed and everyone promised to help out more often.[40] Marge often provides a grounding opinion for Homer and their marriage has often been shaky. Marge admits that she "put[s] up with a lot in [their] marriage," and has left Homer or thrown him out of the house on several occasions.[41][42][43] One of the first such episodes to depict this is "Secrets of a Successful Marriage" (season five, 1994), where Homer starts teaching an education class on how to build a successful marriage. He is at first unsuccessful, but gains the interest of the class when he starts giving away family secrets, many of which concern Marge. Upon finding this out, Marge is incensed and throws him out of the house. The next day, Homer is dirty and disheveled, and begs Marge to take him back, saying the one thing he can offer her that nobody else can is "complete and utter dependence." At first, Marge does not see that as a benefit, but eventually admits that he "really [does] make a gal feel needed."[41] Episodes that depict marital problems have become more frequent in recent seasons of the show. Through it all, Marge has remained faithful to Homer, despite temptations to the contrary such as the one in "Life on the Fast Lane" (season one, 1990), where she resists the charming Frenchman Jacques and instead chooses to remain with Homer.[44]
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Marge is more caring, understanding, and nurturing toward Bart than Homer, but she refers to him as "a handful" and is often embarrassed by his antics.[45] In "Marge Be Not Proud" (season seven, 1995), she felt she was mothering Bart too much and started acting more distant towards him after he was caught shoplifting. In the beginning of the episode, Bart protested her "over-mothering", but as she started acting more distant towards him, he felt guilty about it and made up with her.[46] Marge has expressed understanding for her "special little guy" and has defended him on many occasions. She once said "I know Bart can be a handful, but I also know what he's like inside. He's got a spark. It's not a bad thing ... Of course, it makes him do bad things."[45] Marge has a good relationship with Lisa and the two are shown to get along quite well. Marge over-mothers Maggie, which causes her to become too clingy and dependent on Marge.
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Marge maintains a good relationship with her mother Jacqueline and her sisters Patty and Selma, though they disapprove of Homer and are vocal about it. Marge has tolerated their criticism, but has occasionally lost patience with them, once referring to them as "ghouls."[47] Marge's late father Clancy is rarely referred to in the series and has had speaking parts in only two episodes.[4] It was revealed in "Fear of Flying" (season six, 1994) that Clancy told Marge that he was a pilot, but in reality, he was a flight attendant. Marge discovered this one day and developed aerophobia.[48] In "Jazzy and the Pussycats" (season 18, 2006), Homer casually mentions that they once attended his funeral.[49] It was finally revealed that Clancy died of lung cancer in season 27 episode "Puffless".[50]
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Marge believes she has higher morals than most other characters, once leading a family values crusade against the violent The Itchy & Scratchy Show[51] and being a prominent member of the "Citizens' Committee on Moral Hygiene."[52] She often provides a voice of reason for the town itself, but many of the townspeople are frustrated or contemptuous of her failure to recognize or react correctly to breaches of social norms.[53] Marge is the only member of the family who encourages, and often forces, church attendance. In "Homer the Heretic" (season four, 1992), Homer starts skipping church and Marge tells him "don't make me choose between my man and my God, because you just can't win.".[54] Yet, in some episodes, Marge's stereotypical attitude seems to affect her relationship with her daughter, Lisa, who is a feminist.
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In "Lisa the Skeptic" (season nine, 1997), an "angel skeleton" is discovered, much to the skepticism of Lisa. As Lisa rants about the people who believe it is an angel, Marge informs her that she also believes it is an angel. She tells Lisa, "There has to be more life than just what we see, everyone needs something to believe in."[55] In spite of her highly debatable moral stances, Marge struggles with vices, such as a gambling addiction.[53] While Marge has learned to cope with her addiction, it has never completely disappeared and remains an underlying problem that is referenced occasionally on the show.[56]
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Politically, Marge generally aligns with the Democratic Party, having supported the candidacy of her state's progressive governor Mary Bailey,[57] and voted for Jimmy Carter in both of his presidential elections.[11]
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}}
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Simpson’s maiden name is Bouvier. She was born to Clancy and Jacqueline Bouvier. She has 2 sisters named Patty and Selma. She married Homer Simpson. They have 3 children named Bart, Lisa and Maggie.
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At the 44th Primetime Emmy Awards, Kavner received a Primetime Emmy Award for Outstanding Voice-Over Performance for voicing Marge in the season three episode "I Married Marge".[58] In 2004, Kavner and Dan Castellaneta (the voice of Homer) won a Young Artist Award for "Most Popular Mom & Dad in a TV Series".[59] For her performance in The Simpsons Movie, Kavner was nominated for "Best Voice Acting in an Animated Feature" at the 2007 Annie Awards, but lost to Ian Holm from Ratatouille.[60][61] Kavner's emotional performance in the movie got positive reviews and one critic said she "gave what must be the most heartfelt performance ever."[62] Various episodes in which Marge is prominently featured have been nominated for Emmy Awards for Outstanding Animated Program, including "The Way We Weren't" in 2004 and "Life on the Fast Lane", which won the award in 1990.[58] In 2000, Marge and the rest of the Simpson family were awarded a star on the Hollywood Walk of Fame located at 7021 Hollywood Boulevard.[63]
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Marge has been ranked highly in lists of the top television mothers of all time. She was ranked first on Entertainment Weekly's list in 1994;[64] first on Fox News' list in 2005;[65] eighth on CityNews' list in 2008;[66] and was included in Time's list of the "10 Best Moms Ever".[67] In a 2004 poll in the United Kingdom, Marge was named the "most respected mother" by respondents.[68] Still in 2004, Marge was ranked third in a poll conducted by the Opinion Research Company.[69] In May 2012, Marge was one of the 12 moms chosen by users of iVillage on their list of "Mommy Dearest: The TV Moms You Love".[70] AOL has named Marge the 24th "Most Memorable Female TV Character".[71] Her relationship with Homer was included in TV Guide's list of "The Best TV Couples of All Time".[72]
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Religious writer Kenneth Briggs has written that "Marge is my candidate for sainthood ... She lives in the real world, she lives with crises, with flawed people. She forgives and she makes her own mistakes. She is a forgiving, loving person ... absolutely saintly."[73]
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—Marge Simpson in her letter to Barbara Bush[74]
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The edition of October 1, 1990 of People included an interview with then-First Lady of the United States Barbara Bush. The article included the following passage: "She loves America's Funniest Home Videos but remains baffled after sampling The Simpsons. "It was the dumbest thing I had ever seen," she says, "but it's a family thing, and I guess it's clean."[75] The writers decided to respond by privately sending a polite letter on September 28 to Bush where they posed as Marge Simpson. On October 9, Bush sent a reply: "Dear Marge, How kind of you to write. I'm glad you spoke your mind ... I foolishly didn't know you had one. I am looking at a picture of you ... depicted on a plastic cup ... with your blue hair filled with pink birds peeking out all over. Evidently, you and your charming family — Lisa, Homer, Bart and Maggie — are camping out. It's a nice family scene. Clearly you are setting a good example for the rest of the country. Please forgive a loose tongue."[74][76]
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In 2002, opponents of the Seattle Monorail Project planned on showing the episode "Marge vs. the Monorail" at a protest event. Following complaints, 20th Century Fox sent a letter to the event organizers ordering that the episode not be shown due to copyright laws.[77] In 2004, Marge appeared on Channel 4 in the United Kingdom for the Alternative Christmas message, which is annually broadcast at the same time that Queen Elizabeth II gives her Christmas message.[78]
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On April 9, 2009, the United States Postal Service unveiled a series of five 44-cent stamps featuring Marge and the four other members of the Simpson family. They are the first characters from a television series to receive this recognition while the show is still in production.[79] The stamps, designed by Matt Groening, were made available for purchase on May 7, 2009.[80][81]
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Marge is depicted in much The Simpsons-related merchandise, including T-shirts, baseball caps, bumper stickers, cardboard stand-ups, refrigerator magnets, key rings, buttons, dolls, posters and figurines.[82] She has appeared in each of The Simpsons video games, including The Simpsons Game, released in 2007.[83] Besides the television series, Marge regularly appears in issues of Simpsons Comics, which were first published on November 29, 1993, and are issued monthly.[84][85] Marge also plays a role in The Simpsons Ride, launched in 2008 at Universal Studios Florida and Hollywood.[86]
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Marge appeared in a 2005 advertisement for Dove Styling, where her normal beehive hair was exchanged for a more stylish look for a series of ads featuring several popular cartoon women.[87]
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In April 2004, Marge appeared on the cover of Maxim.[88] She also appeared on the cover of the November 2009 issue of Playboy, becoming the first cartoon character to appear on the cover. The cover and a three-page picture spread, as well as a story inside entitled The Devil in Marge Simpson, commemomorated the 20th anniversary of The Simpsons,[89] but is also part of a plan to appeal to younger readers. Darine Stern's picture on the October 1971 cover served as the inspiration for Playboy's November 2009 cover.[90]
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Marie Skłodowska Curie (/ˈkjʊəri/ KEWR-ee,[3] French: [kyʁi], Polish: [kʲiˈri]), born Maria Salomea Skłodowska (Polish: [ˈmarja salɔˈmɛa skwɔˈdɔfska]; 7 November 1867 – 4 July 1934), was a Polish and naturalized-French physicist and chemist who conducted pioneering research on radioactivity. She was the first woman to win a Nobel Prize, the first person and the only woman to win the Nobel Prize twice, and the only person to win the Nobel Prize in two different scientific fields. She was part of the Curie family legacy of five Nobel Prizes. She was also the first woman to become a professor at the University of Paris,[4] and in 1995 became the first woman to be entombed on her own merits in the Panthéon in Paris.[5]
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She was born in Warsaw, in what was then the Kingdom of Poland, part of the Russian Empire. She studied at Warsaw's clandestine Flying University and began her practical scientific training in Warsaw. In 1891, aged 24, she followed her elder sister Bronisława to study in Paris, where she earned her higher degrees and conducted her subsequent scientific work. She shared the 1903 Nobel Prize in Physics with her husband Pierre Curie and physicist Henri Becquerel. She won the 1911 Nobel Prize in Chemistry.
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Her achievements include the development of the theory of "radioactivity" (a term she coined),[6][7] techniques for isolating radioactive isotopes, and the discovery of two elements, polonium and radium. Under her direction, the world's first studies were conducted into the treatment of neoplasms using radioactive isotopes. She founded the Curie Institutes in Paris and in Warsaw, which remain major centres of medical research today. During World War I she developed mobile radiography units to provide X-ray services to field hospitals.
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While a French citizen, Marie Skłodowska Curie, who used both surnames,[8][9] never lost her sense of Polish identity. She taught her daughters the Polish language and took them on visits to Poland.[10] She named the first chemical element she discovered polonium, after her native country.[a]
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Marie Curie died in 1934, aged 66, at a sanatorium in Sancellemoz (Haute-Savoie), France, of aplastic anaemia from exposure to radiation in the course of her scientific research and in the course of her radiological work at field hospitals during World War I.[12]
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Maria Skłodowska was born in Warsaw, in Congress Poland in the Russian Empire, on 7 November 1867, the fifth and youngest child of well-known teachers Bronisława, née Boguska, and Władysław Skłodowski.[13] The elder siblings of Maria (nicknamed Mania) were Zofia (born 1862, nicknamed Zosia), Józef [pl] (born 1863, nicknamed Józio), Bronisława (born 1865, nicknamed Bronia) and Helena (born 1866, nicknamed Hela).[14][15]
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On both the paternal and maternal sides, the family had lost their property and fortunes through patriotic involvements in Polish national uprisings aimed at restoring Poland's independence (the most recent had been the January Uprising of 1863–65).[16] This condemned the subsequent generation, including Maria and her elder siblings, to a difficult struggle to get ahead in life.[16] Maria's paternal grandfather, Józef Skłodowski [pl], had been principal of the Lublin primary school attended by Bolesław Prus,[17] who became a leading figure in Polish literature.[18]
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Władysław Skłodowski taught mathematics and physics, subjects that Maria was to pursue, and was also director of two Warsaw gymnasia (secondary schools) for boys. After Russian authorities eliminated laboratory instruction from the Polish schools, he brought much of the laboratory equipment home and instructed his children in its use.[14] He was eventually fired by his Russian supervisors for pro-Polish sentiments and forced to take lower-paying posts; the family also lost money on a bad investment and eventually chose to supplement their income by lodging boys in the house.[14] Maria's mother Bronisława operated a prestigious Warsaw boarding school for girls; she resigned from the position after Maria was born.[14] She died of tuberculosis in May 1878, when Maria was ten years old.[14] Less than three years earlier, Maria's oldest sibling, Zofia, had died of typhus contracted from a boarder.[14] Maria's father was an atheist; her mother a devout Catholic.[19] The deaths of Maria's mother and sister caused her to give up Catholicism and become agnostic.[20]
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When she was ten years old, Maria began attending the boarding school of J. Sikorska; next, she attended a gymnasium for girls, from which she graduated on 12 June 1883 with a gold medal.[13] After a collapse, possibly due to depression,[14] she spent the following year in the countryside with relatives of her father, and the next year with her father in Warsaw, where she did some tutoring.[13] Unable to enroll in a regular institution of higher education because she was a woman, she and her sister Bronisława became involved with the clandestine Flying University (sometimes translated as Floating University), a Polish patriotic institution of higher learning that admitted women students.[13][14]
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Maria made an agreement with her sister, Bronisława, that she would give her financial assistance during Bronisława's medical studies in Paris, in exchange for similar assistance two years later.[13][21] In connection with this, Maria took a position as governess: first as a home tutor in Warsaw; then for two years as a governess in Szczuki with a landed family, the Żorawskis, who were relatives of her father.[13][21] While working for the latter family, she fell in love with their son, Kazimierz Żorawski, a future eminent mathematician.[21] His parents rejected the idea of his marrying the penniless relative, and Kazimierz was unable to oppose them.[21] Maria's loss of the relationship with Żorawski was tragic for both. He soon earned a doctorate and pursued an academic career as a mathematician, becoming a professor and rector of Kraków University. Still, as an old man and a mathematics professor at the Warsaw Polytechnic, he would sit contemplatively before the statue of Maria Skłodowska that had been erected in 1935 before the Radium Institute, which she had founded in 1932.[16][22]
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At the beginning of 1890, Bronisława—who a few months earlier had married Kazimierz Dłuski, a Polish physician and social and political activist—invited Maria to join them in Paris. Maria declined because she could not afford the university tuition; it would take her a year and a half longer to gather the necessary funds.[13] She was helped by her father, who was able to secure a more lucrative position again.[21] All that time she continued to educate herself, reading books, exchanging letters, and being tutored herself.[21] In early 1889 she returned home to her father in Warsaw.[13] She continued working as a governess and remained there till late 1891.[21] She tutored, studied at the Flying University, and began her practical scientific training (1890–91) in a chemical laboratory at the Museum of Industry and Agriculture at Krakowskie Przedmieście 66, near Warsaw's Old Town.[13][14][21] The laboratory was run by her cousin Józef Boguski, who had been an assistant in Saint Petersburg to the Russian chemist Dmitri Mendeleev.[13][21][23]
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In late 1891, she left Poland for France.[24] In Paris, Maria (or Marie, as she would be known in France) briefly found shelter with her sister and brother-in-law before renting a garret closer to the university, in the Latin Quarter, and proceeding with her studies of physics, chemistry, and mathematics at the University of Paris, where she enrolled in late 1891.[25][26] She subsisted on her meagre resources, keeping herself warm during cold winters by wearing all the clothes she had. She focused so hard on her studies that she sometimes forgot to eat.[26]
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Skłodowska studied during the day and tutored evenings, barely earning her keep. In 1893, she was awarded a degree in physics and began work in an industrial laboratory of Professor Gabriel Lippmann. Meanwhile, she continued studying at the University of Paris and with the aid of a fellowship she was able to earn a second degree in 1894.[13][26][b]
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Skłodowska had begun her scientific career in Paris with an investigation of the magnetic properties of various steels, commissioned by the Society for the Encouragement of National Industry (Société d'encouragement pour l'industrie nationale).[26] That same year Pierre Curie entered her life; it was their mutual interest in natural sciences that drew them together.[27] Pierre Curie was an instructor at The City of Paris Industrial Physics and Chemistry Higher Educational Institution (École supérieure de physique et de chimie industrielles de la ville de Paris [ESPCI]).[13] They were introduced by the Polish physicist, Professor Józef Wierusz-Kowalski, who had learned that she was looking for a larger laboratory space, something that Wierusz-Kowalski thought Pierre Curie had access to.[13][26] Though Curie did not have a large laboratory, he was able to find some space for Skłodowska where she was able to begin work.[26]
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Their mutual passion for science brought them increasingly closer, and they began to develop feelings for one another.[13][26] Eventually Pierre Curie proposed marriage, but at first Skłodowska did not accept as she was still planning to go back to her native country. Curie, however, declared that he was ready to move with her to Poland, even if it meant being reduced to teaching French.[13] Meanwhile, for the 1894 summer break, Skłodowska returned to Warsaw, where she visited her family.[26] She was still labouring under the illusion that she would be able to work in her chosen field in Poland, but she was denied a place at Kraków University because she was a woman.[16] A letter from Pierre Curie convinced her to return to Paris to pursue a Ph.D.[26] At Skłodowska's insistence, Curie had written up his research on magnetism and received his own doctorate in March 1895; he was also promoted to professor at the School.[26] A contemporary quip would call Skłodowska "Pierre's biggest discovery."[16] On 26 July 1895 they were married in Sceaux (Seine);[28] neither wanted a religious service.[13][26] Curie's dark blue outfit, worn instead of a bridal gown, would serve her for many years as a laboratory outfit.[26] They shared two pastimes: long bicycle trips and journeys abroad, which brought them even closer. In Pierre, Marie had found a new love, a partner, and a scientific collaborator on whom she could depend.[16]
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In 1895, Wilhelm Roentgen discovered the existence of X-rays, though the mechanism behind their production was not yet understood.[29] In 1896, Henri Becquerel discovered that uranium salts emitted rays that resembled X-rays in their penetrating power.[29] He demonstrated that this radiation, unlike phosphorescence, did not depend on an external source of energy but seemed to arise spontaneously from uranium itself. Influenced by these two important discoveries, Curie decided to look into uranium rays as a possible field of research for a thesis.[13][29]
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She used an innovative technique to investigate samples. Fifteen years earlier, her husband and his brother had developed a version of the electrometer, a sensitive device for measuring electric charge.[29] Using her husband's electrometer, she discovered that uranium rays caused the air around a sample to conduct electricity. Using this technique, her first result was the finding that the activity of the uranium compounds depended only on the quantity of uranium present.[29] She hypothesized that the radiation was not the outcome of some interaction of molecules but must come from the atom itself.[29] This hypothesis was an important step in disproving the assumption that atoms were indivisible.[29][30]
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In 1897, her daughter Irène was born. To support her family, Curie began teaching at the École Normale Supérieure.[24] The Curies did not have a dedicated laboratory; most of their research was carried out in a converted shed next to ESPCI.[24] The shed, formerly a medical school dissecting room, was poorly ventilated and not even waterproof.[31] They were unaware of the deleterious effects of radiation exposure attendant on their continued unprotected work with radioactive substances. ESPCI did not sponsor her research, but she would receive subsidies from metallurgical and mining companies and from various organizations and governments.[24][31][32]
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Curie's systematic studies included two uranium minerals, pitchblende and torbernite (also known as chalcolite).[31] Her electrometer showed that pitchblende was four times as active as uranium itself, and chalcolite twice as active. She concluded that, if her earlier results relating the quantity of uranium to its activity were correct, then these two minerals must contain small quantities of another substance that was far more active than uranium.[31][33] She began a systematic search for additional substances that emit radiation, and by 1898 she discovered that the element thorium was also radioactive.[29] Pierre Curie was increasingly intrigued by her work. By mid-1898 he was so invested in it that he decided to drop his work on crystals and to join her.[24][31]
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The [research] idea [writes Reid] was her own; no one helped her formulate it, and although she took it to her husband for his opinion she clearly established her ownership of it. She later recorded the fact twice in her biography of her husband to ensure there was no chance whatever of any ambiguity. It [is] likely that already at this early stage of her career [she] realized that... many scientists would find it difficult to believe that a woman could be capable of the original work in which she was involved.[34]
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She was acutely aware of the importance of promptly publishing her discoveries and thus establishing her priority. Had not Becquerel, two years earlier, presented his discovery to the Académie des Sciences the day after he made it, credit for the discovery of radioactivity (and even a Nobel Prize), would instead have gone to Silvanus Thompson. Curie chose the same rapid means of publication. Her paper, giving a brief and simple account of her work, was presented for her to the Académie on 12 April 1898 by her former professor, Gabriel Lippmann.[35] Even so, just as Thompson had been beaten by Becquerel, so Curie was beaten in the race to tell of her discovery that thorium gives off rays in the same way as uranium; two months earlier, Gerhard Carl Schmidt had published his own finding in Berlin.[36]
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At that time, no one else in the world of physics had noticed what Curie recorded in a sentence of her paper, describing how much greater were the activities of pitchblende and chalcolite than uranium itself: "The fact is very remarkable, and leads to the belief that these minerals may contain an element which is much more active than uranium." She later would recall how she felt "a passionate desire to verify this hypothesis as rapidly as possible."[36] On 14 April 1898, the Curies optimistically weighed out a 100-gram sample of pitchblende and ground it with a pestle and mortar. They did not realize at the time that what they were searching for was present in such minute quantities that they would eventually have to process tonnes of the ore.[36]
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In July 1898, Curie and her husband published a joint paper announcing the existence of an element they named "polonium", in honour of her native Poland, which would for another twenty years remain partitioned among three empires (Russian, Austrian, and Prussian).[13] On 26 December 1898, the Curies announced the existence of a second element, which they named "radium", from the Latin word for "ray".[24][31][37] In the course of their research, they also coined the word "radioactivity".[13]
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To prove their discoveries beyond any doubt, the Curies sought to isolate polonium and radium in pure form.[31] Pitchblende is a complex mineral; the chemical separation of its constituents was an arduous task. The discovery of polonium had been relatively easy; chemically it resembles the element bismuth, and polonium was the only bismuth-like substance in the ore.[31] Radium, however, was more elusive; it is closely related chemically to barium, and pitchblende contains both elements. By 1898 the Curies had obtained traces of radium, but appreciable quantities, uncontaminated with barium, were still beyond reach.[38] The Curies undertook the arduous task of separating out radium salt by differential crystallization. From a tonne of pitchblende, one-tenth of a gram of radium chloride was separated in 1902. In 1910, she isolated pure radium metal.[31][39] She never succeeded in isolating polonium, which has a half-life of only 138 days.[31]
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Between 1898 and 1902, the Curies published, jointly or separately, a total of 32 scientific papers, including one that announced that, when exposed to radium, diseased, tumour-forming cells were destroyed faster than healthy cells.[40]
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In 1900, Curie became the first woman faculty member at the École Normale Supérieure and her husband joined the faculty of the University of Paris.[41][42] In 1902 she visited Poland on the occasion of her father's death.[24]
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In June 1903, supervised by Gabriel Lippmann, Curie was awarded her doctorate from the University of Paris.[24][43] That month the couple were invited to the Royal Institution in London to give a speech on radioactivity; being a woman, she was prevented from speaking, and Pierre Curie alone was allowed to.[44] Meanwhile, a new industry began developing, based on radium.[41] The Curies did not patent their discovery and benefited little from this increasingly profitable business.[31][41]
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In December 1903, the Royal Swedish Academy of Sciences awarded Pierre Curie, Marie Curie, and Henri Becquerel the Nobel Prize in Physics, "in recognition of the extraordinary services they have rendered by their joint researches on the radiation phenomena discovered by Professor Henri Becquerel."[24] At first the committee had intended to honour only Pierre Curie and Henri Becquerel, but a committee member and advocate for women scientists, Swedish mathematician Magnus Goesta Mittag-Leffler, alerted Pierre to the situation, and after his complaint, Marie's name was added to the nomination.[45] Marie Curie was the first woman to be awarded a Nobel Prize.[24]
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Curie and her husband declined to go to Stockholm to receive the prize in person; they were too busy with their work, and Pierre Curie, who disliked public ceremonies, was feeling increasingly ill.[44][45] As Nobel laureates were required to deliver a lecture, the Curies finally undertook the trip in 1905.[45] The award money allowed the Curies to hire their first laboratory assistant.[45] Following the award of the Nobel Prize, and galvanized by an offer from the University of Geneva, which offered Pierre Curie a position, the University of Paris gave him a professorship and the chair of physics, although the Curies still did not have a proper laboratory.[24][41][42] Upon Pierre Curie's complaint, the University of Paris relented and agreed to furnish a new laboratory, but it would not be ready until 1906.[45]
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In December 1904, Curie gave birth to their second daughter, Ève.[45] She hired Polish governesses to teach her daughters her native language, and sent or took them on visits to Poland.[10]
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On 19 April 1906, Pierre Curie was killed in a road accident. Walking across the Rue Dauphine in heavy rain, he was struck by a horse-drawn vehicle and fell under its wheels, causing his skull to fracture.[24][46] Curie was devastated by her husband's death.[47] On 13 May 1906 the physics department of the University of Paris decided to retain the chair that had been created for her late husband and offer it to Marie. She accepted it, hoping to create a world-class laboratory as a tribute to her husband Pierre.[47][48] She was the first woman to become a professor at the University of Paris.[24]
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Curie's quest to create a new laboratory did not end with the University of Paris, however. In her later years, she headed the Radium Institute (Institut du radium, now Curie Institute, Institut Curie), a radioactivity laboratory created for her by the Pasteur Institute and the University of Paris.[48] The initiative for creating the Radium Institute had come in 1909 from Pierre Paul Émile Roux, director of the Pasteur Institute, who had been disappointed that the University of Paris was not giving Curie a proper laboratory and had suggested that she move to the Pasteur Institute.[24][49] Only then, with the threat of Curie leaving, did the University of Paris relent, and eventually the Curie Pavilion became a joint initiative of the University of Paris and the Pasteur Institute.[49]
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In 1910 Curie succeeded in isolating radium; she also defined an international standard for radioactive emissions that was eventually named for her and Pierre: the curie.[48] Nevertheless, in 1911 the French Academy of Sciences failed, by one[24] or two votes,[50] to elect her to membership in the Academy. Elected instead was Édouard Branly, an inventor who had helped Guglielmo Marconi develop the wireless telegraph.[51] It was only over half a century later, in 1962, that a doctoral student of Curie's, Marguerite Perey, became the first woman elected to membership in the Academy.
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Despite Curie's fame as a scientist working for France, the public's attitude tended toward xenophobia—the same that had led to the Dreyfus affair—which also fuelled false speculation that Curie was Jewish.[24][50] During the French Academy of Sciences elections, she was vilified by the right-wing press as a foreigner and atheist.[50] Her daughter later remarked on the French press' hypocrisy in portraying Curie as an unworthy foreigner when she was nominated for a French honour, but portraying her as a French heroine when she received foreign honours such as her Nobel Prizes.[24]
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In 1911, it was revealed that Curie was involved in a year-long affair with physicist Paul Langevin, a former student of Pierre Curie's,[52] a married man who was estranged from his wife.[50] This resulted in a press scandal that was exploited by her academic opponents. Curie (then in her mid-40s) was five years older than Langevin and was misrepresented in the tabloids as a foreign Jewish home-wrecker.[53] When the scandal broke, she was away at a conference in Belgium; on her return, she found an angry mob in front of her house and had to seek refuge, with her daughters, in the home of her friend, Camille Marbo.[50]
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International recognition for her work had been growing to new heights, and the Royal Swedish Academy of Sciences, overcoming opposition prompted by the Langevin scandal, honoured her a second time, with the 1911 Nobel Prize in Chemistry.[16] This award was "in recognition of her services to the advancement of chemistry by the discovery of the elements radium and polonium, by the isolation of radium and the study of the nature and compounds of this remarkable element."[54] She was the first person to win or share two Nobel Prizes, and remains alone with Linus Pauling as Nobel laureates in two fields each. A delegation of celebrated Polish men of learning, headed by novelist Henryk Sienkiewicz, encouraged her to return to Poland and continue her research in her native country.[16] Curie's second Nobel Prize enabled her to persuade the French government into supporting the Radium Institute, built in 1914, where research was conducted in chemistry, physics, and medicine.[49] A month after accepting her 1911 Nobel Prize, she was hospitalised with depression and a kidney ailment. For most of 1912, she avoided public life but did spend time in England with her friend and fellow physicist, Hertha Ayrton. She returned to her laboratory only in December, after a break of about 14 months.[54]
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In 1912, the Warsaw Scientific Society offered her the directorship of a new laboratory in Warsaw but she declined, focusing on the developing Radium Institute to be completed in August 1914, and on a new street named Rue Pierre-Curie.[49][54] She was appointed Director of the Curie Laboratory in the Radium Institute of the University of Paris, founded in 1914.[55] She visited Poland in 1913 and was welcomed in Warsaw but the visit was mostly ignored by the Russian authorities. The Institute's development was interrupted by the coming war, as most researchers were drafted into the French Army, and it fully resumed its activities in 1919.[49][54][56]
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During World War I, Curie recognised that wounded soldiers were best served if operated upon as soon as possible.[57] She saw a need for field radiological centres near the front lines to assist battlefield surgeons.[56] After a quick study of radiology, anatomy, and automotive mechanics she procured X-ray equipment, vehicles, auxiliary generators, and developed mobile radiography units, which came to be popularly known as petites Curies ("Little Curies").[56] She became the director of the Red Cross Radiology Service and set up France's first military radiology centre, operational by late 1914.[56] Assisted at first by a military doctor and her 17-year-old daughter Irène, Curie directed the installation of 20 mobile radiological vehicles and another 200 radiological units at field hospitals in the first year of the war.[49][56] Later, she began training other women as aides.[58]
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In 1915, Curie produced hollow needles containing "radium emanation", a colourless, radioactive gas given off by radium, later identified as radon, to be used for sterilizing infected tissue. She provided the radium from her own one-gram supply.[58] It is estimated that over a million wounded soldiers were treated with her X-ray units.[20][49] Busy with this work, she carried out very little scientific research during that period.[49] In spite of all her humanitarian contributions to the French war effort, Curie never received any formal recognition of it from the French government.[56]
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Also, promptly after the war started, she attempted to donate her gold Nobel Prize medals to the war effort but the French National Bank refused to accept them.[58] She did buy war bonds, using her Nobel Prize money.[58] She said:
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I am going to give up the little gold I possess. I shall add to this the scientific medals, which are quite useless to me. There is something else: by sheer laziness I had allowed the money for my second Nobel Prize to remain in Stockholm in Swedish crowns. This is the chief part of what we possess. I should like to bring it back here and invest it in war loans. The state needs it. Only, I have no illusions: this money will probably be lost.[57]
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She was also an active member in committees of Polonia in France dedicated to the Polish cause.[59] After the war, she summarized her wartime experiences in a book, Radiology in War (1919).[58]
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In 1920, for the 25th anniversary of the discovery of radium, the French government established a stipend for her; its previous recipient was Louis Pasteur (1822–95).[49] In 1921, she was welcomed triumphantly when she toured the United States to raise funds for research on radium. Mrs. William Brown Meloney, after interviewing Curie, created a Marie Curie Radium Fund and raised money to buy radium, publicising her trip.[49][60][c]
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In 1921, U.S. President Warren G. Harding received her at the White House to present her with the 1 gram of radium collected in the United States, and the First Lady praised her as an example of a professional achiever who was also a supportive wife.[4][62] Before the meeting, recognising her growing fame abroad, and embarrassed by the fact that she had no French official distinctions to wear in public, the French government offered her a Legion of Honour award, but she refused.[62][63] In 1922 she became a fellow of the French Academy of Medicine.[49] She also travelled to other countries, appearing publicly and giving lectures in Belgium, Brazil, Spain, and Czechoslovakia.[64]
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Led by Curie, the Institute produced four more Nobel Prize winners, including her daughter Irène Joliot-Curie and her son-in-law, Frédéric Joliot-Curie.[65] Eventually it became one of the world's four major radioactivity-research laboratories, the others being the Cavendish Laboratory, with Ernest Rutherford; the Institute for Radium Research, Vienna, with Stefan Meyer; and the Kaiser Wilhelm Institute for Chemistry, with Otto Hahn and Lise Meitner.[65][66]
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In August 1922 Marie Curie became a member of the League of Nations' newly created International Committee on Intellectual Cooperation.[67][5] She sat on the Committee until 1934 and contributed to League of Nations' scientific coordination with other prominent researchers such as Albert Einstein, Hendrik Lorentz, and Henri Bergson.[68] In 1923 she wrote a biography of her late husband, titled Pierre Curie.[69] In 1925 she visited Poland to participate in a ceremony laying the foundations for Warsaw's Radium Institute.[49] Her second American tour, in 1929, succeeded in equipping the Warsaw Radium Institute with radium; the Institute opened in 1932, with her sister Bronisława its director.[49][62] These distractions from her scientific labours, and the attendant publicity, caused her much discomfort but provided resources for her work.[62] In 1930 she was elected to the International Atomic Weights Committee, on which she served until her death.[70] In 1931, Curie was awarded the Cameron Prize for Therapeutics of the University of Edinburgh.[71]
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Curie visited Poland for the last time in early 1934.[16][72] A few months later, on 4 July 1934, she died at the Sancellemoz sanatorium in Passy, Haute-Savoie, from aplastic anaemia believed to have been contracted from her long-term exposure to radiation.[49][73]
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The damaging effects of ionising radiation were not known at the time of her work, which had been carried out without the safety measures later developed.[72] She had carried test tubes containing radioactive isotopes in her pocket,[74] and she stored them in her desk drawer, remarking on the faint light that the substances gave off in the dark.[75] Curie was also exposed to X-rays from unshielded equipment while serving as a radiologist in field hospitals during the war.[58] Although her many decades of exposure to radiation caused chronic illnesses (including near-blindness due to cataracts) and ultimately her death, she never really acknowledged the health risks of radiation exposure.[76]
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She was interred at the cemetery in Sceaux, alongside her husband Pierre.[49] Sixty years later, in 1995, in honour of their achievements, the remains of both were transferred to the Paris Panthéon. Their remains were sealed in a lead lining because of the radioactivity.[77] She became the first woman to be honoured with interment in the Panthéon on her own merits.[5]
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Because of their levels of radioactive contamination, her papers from the 1890s are considered too dangerous to handle.[78] Even her cookbook is highly radioactive.[79] Her papers are kept in lead-lined boxes, and those who wish to consult them must wear protective clothing.[79] In her last year, she worked on a book, Radioactivity, which was published posthumously in 1935.[72]
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The physical and societal aspects of the Curies' work contributed to shaping the world of the twentieth and twenty-first centuries.[80] Cornell University professor L. Pearce Williams observes:
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The result of the Curies' work was epoch-making. Radium's radioactivity was so great that it could not be ignored. It seemed to contradict the principle of the conservation of energy and therefore forced a reconsideration of the foundations of physics. On the experimental level the discovery of radium provided men like Ernest Rutherford with sources of radioactivity with which they could probe the structure of the atom. As a result of Rutherford's experiments with alpha radiation, the nuclear atom was first postulated. In medicine, the radioactivity of radium appeared to offer a means by which cancer could be successfully attacked.[39]
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If Curie's work helped overturn established ideas in physics and chemistry, it has had an equally profound effect in the societal sphere. To attain her scientific achievements, she had to overcome barriers, in both her native and her adoptive country, that were placed in her way because she was a woman. This aspect of her life and career is highlighted in Françoise Giroud's Marie Curie: A Life, which emphasizes Curie's role as a feminist precursor.[16]
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She was known for her honesty and moderate lifestyle.[24][80] Having received a small scholarship in 1893, she returned it in 1897 as soon as she began earning her keep.[13][32] She gave much of her first Nobel Prize money to friends, family, students, and research associates.[16] In an unusual decision, Curie intentionally refrained from patenting the radium-isolation process so that the scientific community could do research unhindered.[81] She insisted that monetary gifts and awards be given to the scientific institutions she was affiliated with rather than to her.[80] She and her husband often refused awards and medals.[24] Albert Einstein reportedly remarked that she was probably the only person who could not be corrupted by fame.[16]
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As one of the most famous scientists, Marie Curie has become an icon in the scientific world and has received tributes from across the globe, even in the realm of pop culture.[82] In a 2009 poll carried out by New Scientist, she was voted the "most inspirational woman in science". Curie received 25.1 percent of all votes cast, nearly twice as many as second-place Rosalind Franklin (14.2 per cent).[83][84]
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Poland and France declared 2011 the Year of Marie Curie, and the United Nations declared that this would be the International Year of Chemistry.[85] An artistic installation celebrating "Madame Curie" filled the Jacobs Gallery at San Diego's Museum of Contemporary Art.[86] On 7 November, Google celebrated the anniversary of her birth with a special Google Doodle.[87] On 10 December, the New York Academy of Sciences celebrated the centenary of Marie Curie's second Nobel Prize in the presence of Princess Madeleine of Sweden.[88]
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Marie Curie was the first woman to win a Nobel Prize, the first person to win two Nobel Prizes, the only woman to win in two fields, and the only person to win in multiple sciences.[89] Awards that she received include:
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Marie Curie's 1898 publication with her husband and their collaborator Gustave Bémont[94] of their discovery of radium and polonium was honoured by a Citation for Chemical Breakthrough Award from the Division of History of Chemistry of the American Chemical Society presented to the ESPCI Paris in 2015.[95][96]
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In 1995, she became the first woman to be entombed on her own merits in the Panthéon, Paris.[5] The curie (symbol Ci), a unit of radioactivity, is named in honour of her and Pierre Curie (although the commission which agreed on the name never clearly stated whether the standard was named after Pierre, Marie or both of them).[97] The element with atomic number 96 was named curium.[98] Three radioactive minerals are also named after the Curies: curite, sklodowskite, and cuprosklodowskite.[99] She received numerous honorary degrees from universities across the world.[62] The Marie Skłodowska-Curie Actions fellowship program of the European Union for young scientists wishing to work in a foreign country is named after her.[100] In Poland, she had received honorary doctorates from the Lwów Polytechnic (1912),[101] Poznań University (1922), Kraków's Jagiellonian University (1924), and the Warsaw Polytechnic (1926).[85]
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In 1920 she became the first female member of The Royal Danish Academy of Sciences and Letters.[102] In 1921, in the U.S., she was awarded membership in the Iota Sigma Pi women scientists' society.[103] In 1924, she became an Honorary Member of the Polish Chemical Society.[104]
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Her name is included on the Monument to the X-ray and Radium Martyrs of All Nations, erected in Hamburg, Germany in 1936.[105]
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Numerous locations around the world are named after her. In 2007, a metro station in Paris was renamed to honour both of the Curies.[99] Polish nuclear research reactor Maria is named after her.[106] The 7000 Curie asteroid is also named after her.[99] A KLM McDonnell Douglas MD-11 (registration PH-KCC) is named in her honour.[107]
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Several institutions bear her name, starting with the two Curie institutes: the Maria Skłodowska-Curie Institute of Oncology, in Warsaw and the Institut Curie in Paris. She is the patron of Maria Curie-Skłodowska University, in Lublin, founded in 1944; and of Pierre and Marie Curie University (Paris VI), France's pre-eminent science university. In Britain, Marie Curie Cancer Care was organized in 1948 to care for the terminally ill.[108]
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Two museums are devoted to Marie Curie. In 1967, the Maria Skłodowska-Curie Museum was established in Warsaw's "New Town", at her birthplace on ulica Freta (Freta Street).[16] Her Paris laboratory is preserved as the Musée Curie, open since 1992.[109]
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Several works of art bear her likeness. In 1935, Michalina Mościcka, wife of Polish President Ignacy Mościcki, unveiled a statue of Marie Curie before Warsaw's Radium Institute. During the 1944 Second World War Warsaw Uprising against the Nazi German occupation, the monument was damaged by gunfire; after the war it was decided to leave the bullet marks on the statue and its pedestal.[16] In 1955 Jozef Mazur created a stained glass panel of her, the Maria Skłodowska-Curie Medallion, featured in the University at Buffalo Polish Room.[110]
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A number of biographies are devoted to her. In 1938 her daughter, Ève Curie, published Madame Curie. In 1987 Françoise Giroud wrote Marie Curie: A Life. In 2005 Barbara Goldsmith wrote Obsessive Genius: The Inner World of Marie Curie.[85] In 2011 Lauren Redniss published Radioactive: Marie and Pierre Curie, a Tale of Love and Fallout.[111]
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Marie Curie has been the subject of several biographical films:
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Curie is the subject of the 2013 play False Assumptions by Lawrence Aronovitch, in which the ghosts of three other women scientists observe events in her life.[113] Curie has also been portrayed by Susan Marie Frontczak in her play Manya: The Living History of Marie Curie, a one-woman show performed in 30 U.S. states and nine countries, by 2014.[114]
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Curie's likeness also has appeared on banknotes, stamps and coins around the world.[99] She was featured on the Polish late-1980s 20,000-złoty banknote[115] as well as on the last French 500-franc note, before the franc was replaced by the euro.[116] Curie-themed postage stamps from Mali, the Republic of Togo, Zambia, and the Republic of Guinea actually show a picture of Susan Marie Frontczak portraying Curie in a 2001 picture by Paul Schroeder.[114]
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In 2011, on the centenary of Marie Curie's second Nobel Prize, an allegorical mural was painted on the façade of her Warsaw birthplace. It depicted an infant Maria Skłodowska holding a test tube from which emanated the elements that she would discover as an adult: polonium and radium.
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Also in 2011, a new Warsaw bridge over the Vistula River was named in her honour.[117]
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In January 2020, Satellogic, a high-resolution Earth observation imaging and analytics company, launched a ÑuSat type micro-satellite named in honour of Marie Curie.[118]
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Marie Skłodowska Curie (/ˈkjʊəri/ KEWR-ee,[3] French: [kyʁi], Polish: [kʲiˈri]), born Maria Salomea Skłodowska (Polish: [ˈmarja salɔˈmɛa skwɔˈdɔfska]; 7 November 1867 – 4 July 1934), was a Polish and naturalized-French physicist and chemist who conducted pioneering research on radioactivity. She was the first woman to win a Nobel Prize, the first person and the only woman to win the Nobel Prize twice, and the only person to win the Nobel Prize in two different scientific fields. She was part of the Curie family legacy of five Nobel Prizes. She was also the first woman to become a professor at the University of Paris,[4] and in 1995 became the first woman to be entombed on her own merits in the Panthéon in Paris.[5]
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She was born in Warsaw, in what was then the Kingdom of Poland, part of the Russian Empire. She studied at Warsaw's clandestine Flying University and began her practical scientific training in Warsaw. In 1891, aged 24, she followed her elder sister Bronisława to study in Paris, where she earned her higher degrees and conducted her subsequent scientific work. She shared the 1903 Nobel Prize in Physics with her husband Pierre Curie and physicist Henri Becquerel. She won the 1911 Nobel Prize in Chemistry.
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Her achievements include the development of the theory of "radioactivity" (a term she coined),[6][7] techniques for isolating radioactive isotopes, and the discovery of two elements, polonium and radium. Under her direction, the world's first studies were conducted into the treatment of neoplasms using radioactive isotopes. She founded the Curie Institutes in Paris and in Warsaw, which remain major centres of medical research today. During World War I she developed mobile radiography units to provide X-ray services to field hospitals.
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While a French citizen, Marie Skłodowska Curie, who used both surnames,[8][9] never lost her sense of Polish identity. She taught her daughters the Polish language and took them on visits to Poland.[10] She named the first chemical element she discovered polonium, after her native country.[a]
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Marie Curie died in 1934, aged 66, at a sanatorium in Sancellemoz (Haute-Savoie), France, of aplastic anaemia from exposure to radiation in the course of her scientific research and in the course of her radiological work at field hospitals during World War I.[12]
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Maria Skłodowska was born in Warsaw, in Congress Poland in the Russian Empire, on 7 November 1867, the fifth and youngest child of well-known teachers Bronisława, née Boguska, and Władysław Skłodowski.[13] The elder siblings of Maria (nicknamed Mania) were Zofia (born 1862, nicknamed Zosia), Józef [pl] (born 1863, nicknamed Józio), Bronisława (born 1865, nicknamed Bronia) and Helena (born 1866, nicknamed Hela).[14][15]
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On both the paternal and maternal sides, the family had lost their property and fortunes through patriotic involvements in Polish national uprisings aimed at restoring Poland's independence (the most recent had been the January Uprising of 1863–65).[16] This condemned the subsequent generation, including Maria and her elder siblings, to a difficult struggle to get ahead in life.[16] Maria's paternal grandfather, Józef Skłodowski [pl], had been principal of the Lublin primary school attended by Bolesław Prus,[17] who became a leading figure in Polish literature.[18]
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Władysław Skłodowski taught mathematics and physics, subjects that Maria was to pursue, and was also director of two Warsaw gymnasia (secondary schools) for boys. After Russian authorities eliminated laboratory instruction from the Polish schools, he brought much of the laboratory equipment home and instructed his children in its use.[14] He was eventually fired by his Russian supervisors for pro-Polish sentiments and forced to take lower-paying posts; the family also lost money on a bad investment and eventually chose to supplement their income by lodging boys in the house.[14] Maria's mother Bronisława operated a prestigious Warsaw boarding school for girls; she resigned from the position after Maria was born.[14] She died of tuberculosis in May 1878, when Maria was ten years old.[14] Less than three years earlier, Maria's oldest sibling, Zofia, had died of typhus contracted from a boarder.[14] Maria's father was an atheist; her mother a devout Catholic.[19] The deaths of Maria's mother and sister caused her to give up Catholicism and become agnostic.[20]
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When she was ten years old, Maria began attending the boarding school of J. Sikorska; next, she attended a gymnasium for girls, from which she graduated on 12 June 1883 with a gold medal.[13] After a collapse, possibly due to depression,[14] she spent the following year in the countryside with relatives of her father, and the next year with her father in Warsaw, where she did some tutoring.[13] Unable to enroll in a regular institution of higher education because she was a woman, she and her sister Bronisława became involved with the clandestine Flying University (sometimes translated as Floating University), a Polish patriotic institution of higher learning that admitted women students.[13][14]
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Maria made an agreement with her sister, Bronisława, that she would give her financial assistance during Bronisława's medical studies in Paris, in exchange for similar assistance two years later.[13][21] In connection with this, Maria took a position as governess: first as a home tutor in Warsaw; then for two years as a governess in Szczuki with a landed family, the Żorawskis, who were relatives of her father.[13][21] While working for the latter family, she fell in love with their son, Kazimierz Żorawski, a future eminent mathematician.[21] His parents rejected the idea of his marrying the penniless relative, and Kazimierz was unable to oppose them.[21] Maria's loss of the relationship with Żorawski was tragic for both. He soon earned a doctorate and pursued an academic career as a mathematician, becoming a professor and rector of Kraków University. Still, as an old man and a mathematics professor at the Warsaw Polytechnic, he would sit contemplatively before the statue of Maria Skłodowska that had been erected in 1935 before the Radium Institute, which she had founded in 1932.[16][22]
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At the beginning of 1890, Bronisława—who a few months earlier had married Kazimierz Dłuski, a Polish physician and social and political activist—invited Maria to join them in Paris. Maria declined because she could not afford the university tuition; it would take her a year and a half longer to gather the necessary funds.[13] She was helped by her father, who was able to secure a more lucrative position again.[21] All that time she continued to educate herself, reading books, exchanging letters, and being tutored herself.[21] In early 1889 she returned home to her father in Warsaw.[13] She continued working as a governess and remained there till late 1891.[21] She tutored, studied at the Flying University, and began her practical scientific training (1890–91) in a chemical laboratory at the Museum of Industry and Agriculture at Krakowskie Przedmieście 66, near Warsaw's Old Town.[13][14][21] The laboratory was run by her cousin Józef Boguski, who had been an assistant in Saint Petersburg to the Russian chemist Dmitri Mendeleev.[13][21][23]
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In late 1891, she left Poland for France.[24] In Paris, Maria (or Marie, as she would be known in France) briefly found shelter with her sister and brother-in-law before renting a garret closer to the university, in the Latin Quarter, and proceeding with her studies of physics, chemistry, and mathematics at the University of Paris, where she enrolled in late 1891.[25][26] She subsisted on her meagre resources, keeping herself warm during cold winters by wearing all the clothes she had. She focused so hard on her studies that she sometimes forgot to eat.[26]
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Skłodowska studied during the day and tutored evenings, barely earning her keep. In 1893, she was awarded a degree in physics and began work in an industrial laboratory of Professor Gabriel Lippmann. Meanwhile, she continued studying at the University of Paris and with the aid of a fellowship she was able to earn a second degree in 1894.[13][26][b]
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Skłodowska had begun her scientific career in Paris with an investigation of the magnetic properties of various steels, commissioned by the Society for the Encouragement of National Industry (Société d'encouragement pour l'industrie nationale).[26] That same year Pierre Curie entered her life; it was their mutual interest in natural sciences that drew them together.[27] Pierre Curie was an instructor at The City of Paris Industrial Physics and Chemistry Higher Educational Institution (École supérieure de physique et de chimie industrielles de la ville de Paris [ESPCI]).[13] They were introduced by the Polish physicist, Professor Józef Wierusz-Kowalski, who had learned that she was looking for a larger laboratory space, something that Wierusz-Kowalski thought Pierre Curie had access to.[13][26] Though Curie did not have a large laboratory, he was able to find some space for Skłodowska where she was able to begin work.[26]
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Their mutual passion for science brought them increasingly closer, and they began to develop feelings for one another.[13][26] Eventually Pierre Curie proposed marriage, but at first Skłodowska did not accept as she was still planning to go back to her native country. Curie, however, declared that he was ready to move with her to Poland, even if it meant being reduced to teaching French.[13] Meanwhile, for the 1894 summer break, Skłodowska returned to Warsaw, where she visited her family.[26] She was still labouring under the illusion that she would be able to work in her chosen field in Poland, but she was denied a place at Kraków University because she was a woman.[16] A letter from Pierre Curie convinced her to return to Paris to pursue a Ph.D.[26] At Skłodowska's insistence, Curie had written up his research on magnetism and received his own doctorate in March 1895; he was also promoted to professor at the School.[26] A contemporary quip would call Skłodowska "Pierre's biggest discovery."[16] On 26 July 1895 they were married in Sceaux (Seine);[28] neither wanted a religious service.[13][26] Curie's dark blue outfit, worn instead of a bridal gown, would serve her for many years as a laboratory outfit.[26] They shared two pastimes: long bicycle trips and journeys abroad, which brought them even closer. In Pierre, Marie had found a new love, a partner, and a scientific collaborator on whom she could depend.[16]
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In 1895, Wilhelm Roentgen discovered the existence of X-rays, though the mechanism behind their production was not yet understood.[29] In 1896, Henri Becquerel discovered that uranium salts emitted rays that resembled X-rays in their penetrating power.[29] He demonstrated that this radiation, unlike phosphorescence, did not depend on an external source of energy but seemed to arise spontaneously from uranium itself. Influenced by these two important discoveries, Curie decided to look into uranium rays as a possible field of research for a thesis.[13][29]
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She used an innovative technique to investigate samples. Fifteen years earlier, her husband and his brother had developed a version of the electrometer, a sensitive device for measuring electric charge.[29] Using her husband's electrometer, she discovered that uranium rays caused the air around a sample to conduct electricity. Using this technique, her first result was the finding that the activity of the uranium compounds depended only on the quantity of uranium present.[29] She hypothesized that the radiation was not the outcome of some interaction of molecules but must come from the atom itself.[29] This hypothesis was an important step in disproving the assumption that atoms were indivisible.[29][30]
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In 1897, her daughter Irène was born. To support her family, Curie began teaching at the École Normale Supérieure.[24] The Curies did not have a dedicated laboratory; most of their research was carried out in a converted shed next to ESPCI.[24] The shed, formerly a medical school dissecting room, was poorly ventilated and not even waterproof.[31] They were unaware of the deleterious effects of radiation exposure attendant on their continued unprotected work with radioactive substances. ESPCI did not sponsor her research, but she would receive subsidies from metallurgical and mining companies and from various organizations and governments.[24][31][32]
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Curie's systematic studies included two uranium minerals, pitchblende and torbernite (also known as chalcolite).[31] Her electrometer showed that pitchblende was four times as active as uranium itself, and chalcolite twice as active. She concluded that, if her earlier results relating the quantity of uranium to its activity were correct, then these two minerals must contain small quantities of another substance that was far more active than uranium.[31][33] She began a systematic search for additional substances that emit radiation, and by 1898 she discovered that the element thorium was also radioactive.[29] Pierre Curie was increasingly intrigued by her work. By mid-1898 he was so invested in it that he decided to drop his work on crystals and to join her.[24][31]
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The [research] idea [writes Reid] was her own; no one helped her formulate it, and although she took it to her husband for his opinion she clearly established her ownership of it. She later recorded the fact twice in her biography of her husband to ensure there was no chance whatever of any ambiguity. It [is] likely that already at this early stage of her career [she] realized that... many scientists would find it difficult to believe that a woman could be capable of the original work in which she was involved.[34]
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She was acutely aware of the importance of promptly publishing her discoveries and thus establishing her priority. Had not Becquerel, two years earlier, presented his discovery to the Académie des Sciences the day after he made it, credit for the discovery of radioactivity (and even a Nobel Prize), would instead have gone to Silvanus Thompson. Curie chose the same rapid means of publication. Her paper, giving a brief and simple account of her work, was presented for her to the Académie on 12 April 1898 by her former professor, Gabriel Lippmann.[35] Even so, just as Thompson had been beaten by Becquerel, so Curie was beaten in the race to tell of her discovery that thorium gives off rays in the same way as uranium; two months earlier, Gerhard Carl Schmidt had published his own finding in Berlin.[36]
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At that time, no one else in the world of physics had noticed what Curie recorded in a sentence of her paper, describing how much greater were the activities of pitchblende and chalcolite than uranium itself: "The fact is very remarkable, and leads to the belief that these minerals may contain an element which is much more active than uranium." She later would recall how she felt "a passionate desire to verify this hypothesis as rapidly as possible."[36] On 14 April 1898, the Curies optimistically weighed out a 100-gram sample of pitchblende and ground it with a pestle and mortar. They did not realize at the time that what they were searching for was present in such minute quantities that they would eventually have to process tonnes of the ore.[36]
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In July 1898, Curie and her husband published a joint paper announcing the existence of an element they named "polonium", in honour of her native Poland, which would for another twenty years remain partitioned among three empires (Russian, Austrian, and Prussian).[13] On 26 December 1898, the Curies announced the existence of a second element, which they named "radium", from the Latin word for "ray".[24][31][37] In the course of their research, they also coined the word "radioactivity".[13]
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To prove their discoveries beyond any doubt, the Curies sought to isolate polonium and radium in pure form.[31] Pitchblende is a complex mineral; the chemical separation of its constituents was an arduous task. The discovery of polonium had been relatively easy; chemically it resembles the element bismuth, and polonium was the only bismuth-like substance in the ore.[31] Radium, however, was more elusive; it is closely related chemically to barium, and pitchblende contains both elements. By 1898 the Curies had obtained traces of radium, but appreciable quantities, uncontaminated with barium, were still beyond reach.[38] The Curies undertook the arduous task of separating out radium salt by differential crystallization. From a tonne of pitchblende, one-tenth of a gram of radium chloride was separated in 1902. In 1910, she isolated pure radium metal.[31][39] She never succeeded in isolating polonium, which has a half-life of only 138 days.[31]
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Between 1898 and 1902, the Curies published, jointly or separately, a total of 32 scientific papers, including one that announced that, when exposed to radium, diseased, tumour-forming cells were destroyed faster than healthy cells.[40]
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In 1900, Curie became the first woman faculty member at the École Normale Supérieure and her husband joined the faculty of the University of Paris.[41][42] In 1902 she visited Poland on the occasion of her father's death.[24]
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In June 1903, supervised by Gabriel Lippmann, Curie was awarded her doctorate from the University of Paris.[24][43] That month the couple were invited to the Royal Institution in London to give a speech on radioactivity; being a woman, she was prevented from speaking, and Pierre Curie alone was allowed to.[44] Meanwhile, a new industry began developing, based on radium.[41] The Curies did not patent their discovery and benefited little from this increasingly profitable business.[31][41]
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In December 1903, the Royal Swedish Academy of Sciences awarded Pierre Curie, Marie Curie, and Henri Becquerel the Nobel Prize in Physics, "in recognition of the extraordinary services they have rendered by their joint researches on the radiation phenomena discovered by Professor Henri Becquerel."[24] At first the committee had intended to honour only Pierre Curie and Henri Becquerel, but a committee member and advocate for women scientists, Swedish mathematician Magnus Goesta Mittag-Leffler, alerted Pierre to the situation, and after his complaint, Marie's name was added to the nomination.[45] Marie Curie was the first woman to be awarded a Nobel Prize.[24]
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Curie and her husband declined to go to Stockholm to receive the prize in person; they were too busy with their work, and Pierre Curie, who disliked public ceremonies, was feeling increasingly ill.[44][45] As Nobel laureates were required to deliver a lecture, the Curies finally undertook the trip in 1905.[45] The award money allowed the Curies to hire their first laboratory assistant.[45] Following the award of the Nobel Prize, and galvanized by an offer from the University of Geneva, which offered Pierre Curie a position, the University of Paris gave him a professorship and the chair of physics, although the Curies still did not have a proper laboratory.[24][41][42] Upon Pierre Curie's complaint, the University of Paris relented and agreed to furnish a new laboratory, but it would not be ready until 1906.[45]
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In December 1904, Curie gave birth to their second daughter, Ève.[45] She hired Polish governesses to teach her daughters her native language, and sent or took them on visits to Poland.[10]
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On 19 April 1906, Pierre Curie was killed in a road accident. Walking across the Rue Dauphine in heavy rain, he was struck by a horse-drawn vehicle and fell under its wheels, causing his skull to fracture.[24][46] Curie was devastated by her husband's death.[47] On 13 May 1906 the physics department of the University of Paris decided to retain the chair that had been created for her late husband and offer it to Marie. She accepted it, hoping to create a world-class laboratory as a tribute to her husband Pierre.[47][48] She was the first woman to become a professor at the University of Paris.[24]
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Curie's quest to create a new laboratory did not end with the University of Paris, however. In her later years, she headed the Radium Institute (Institut du radium, now Curie Institute, Institut Curie), a radioactivity laboratory created for her by the Pasteur Institute and the University of Paris.[48] The initiative for creating the Radium Institute had come in 1909 from Pierre Paul Émile Roux, director of the Pasteur Institute, who had been disappointed that the University of Paris was not giving Curie a proper laboratory and had suggested that she move to the Pasteur Institute.[24][49] Only then, with the threat of Curie leaving, did the University of Paris relent, and eventually the Curie Pavilion became a joint initiative of the University of Paris and the Pasteur Institute.[49]
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In 1910 Curie succeeded in isolating radium; she also defined an international standard for radioactive emissions that was eventually named for her and Pierre: the curie.[48] Nevertheless, in 1911 the French Academy of Sciences failed, by one[24] or two votes,[50] to elect her to membership in the Academy. Elected instead was Édouard Branly, an inventor who had helped Guglielmo Marconi develop the wireless telegraph.[51] It was only over half a century later, in 1962, that a doctoral student of Curie's, Marguerite Perey, became the first woman elected to membership in the Academy.
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Despite Curie's fame as a scientist working for France, the public's attitude tended toward xenophobia—the same that had led to the Dreyfus affair—which also fuelled false speculation that Curie was Jewish.[24][50] During the French Academy of Sciences elections, she was vilified by the right-wing press as a foreigner and atheist.[50] Her daughter later remarked on the French press' hypocrisy in portraying Curie as an unworthy foreigner when she was nominated for a French honour, but portraying her as a French heroine when she received foreign honours such as her Nobel Prizes.[24]
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In 1911, it was revealed that Curie was involved in a year-long affair with physicist Paul Langevin, a former student of Pierre Curie's,[52] a married man who was estranged from his wife.[50] This resulted in a press scandal that was exploited by her academic opponents. Curie (then in her mid-40s) was five years older than Langevin and was misrepresented in the tabloids as a foreign Jewish home-wrecker.[53] When the scandal broke, she was away at a conference in Belgium; on her return, she found an angry mob in front of her house and had to seek refuge, with her daughters, in the home of her friend, Camille Marbo.[50]
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International recognition for her work had been growing to new heights, and the Royal Swedish Academy of Sciences, overcoming opposition prompted by the Langevin scandal, honoured her a second time, with the 1911 Nobel Prize in Chemistry.[16] This award was "in recognition of her services to the advancement of chemistry by the discovery of the elements radium and polonium, by the isolation of radium and the study of the nature and compounds of this remarkable element."[54] She was the first person to win or share two Nobel Prizes, and remains alone with Linus Pauling as Nobel laureates in two fields each. A delegation of celebrated Polish men of learning, headed by novelist Henryk Sienkiewicz, encouraged her to return to Poland and continue her research in her native country.[16] Curie's second Nobel Prize enabled her to persuade the French government into supporting the Radium Institute, built in 1914, where research was conducted in chemistry, physics, and medicine.[49] A month after accepting her 1911 Nobel Prize, she was hospitalised with depression and a kidney ailment. For most of 1912, she avoided public life but did spend time in England with her friend and fellow physicist, Hertha Ayrton. She returned to her laboratory only in December, after a break of about 14 months.[54]
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In 1912, the Warsaw Scientific Society offered her the directorship of a new laboratory in Warsaw but she declined, focusing on the developing Radium Institute to be completed in August 1914, and on a new street named Rue Pierre-Curie.[49][54] She was appointed Director of the Curie Laboratory in the Radium Institute of the University of Paris, founded in 1914.[55] She visited Poland in 1913 and was welcomed in Warsaw but the visit was mostly ignored by the Russian authorities. The Institute's development was interrupted by the coming war, as most researchers were drafted into the French Army, and it fully resumed its activities in 1919.[49][54][56]
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During World War I, Curie recognised that wounded soldiers were best served if operated upon as soon as possible.[57] She saw a need for field radiological centres near the front lines to assist battlefield surgeons.[56] After a quick study of radiology, anatomy, and automotive mechanics she procured X-ray equipment, vehicles, auxiliary generators, and developed mobile radiography units, which came to be popularly known as petites Curies ("Little Curies").[56] She became the director of the Red Cross Radiology Service and set up France's first military radiology centre, operational by late 1914.[56] Assisted at first by a military doctor and her 17-year-old daughter Irène, Curie directed the installation of 20 mobile radiological vehicles and another 200 radiological units at field hospitals in the first year of the war.[49][56] Later, she began training other women as aides.[58]
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In 1915, Curie produced hollow needles containing "radium emanation", a colourless, radioactive gas given off by radium, later identified as radon, to be used for sterilizing infected tissue. She provided the radium from her own one-gram supply.[58] It is estimated that over a million wounded soldiers were treated with her X-ray units.[20][49] Busy with this work, she carried out very little scientific research during that period.[49] In spite of all her humanitarian contributions to the French war effort, Curie never received any formal recognition of it from the French government.[56]
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Also, promptly after the war started, she attempted to donate her gold Nobel Prize medals to the war effort but the French National Bank refused to accept them.[58] She did buy war bonds, using her Nobel Prize money.[58] She said:
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I am going to give up the little gold I possess. I shall add to this the scientific medals, which are quite useless to me. There is something else: by sheer laziness I had allowed the money for my second Nobel Prize to remain in Stockholm in Swedish crowns. This is the chief part of what we possess. I should like to bring it back here and invest it in war loans. The state needs it. Only, I have no illusions: this money will probably be lost.[57]
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She was also an active member in committees of Polonia in France dedicated to the Polish cause.[59] After the war, she summarized her wartime experiences in a book, Radiology in War (1919).[58]
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In 1920, for the 25th anniversary of the discovery of radium, the French government established a stipend for her; its previous recipient was Louis Pasteur (1822–95).[49] In 1921, she was welcomed triumphantly when she toured the United States to raise funds for research on radium. Mrs. William Brown Meloney, after interviewing Curie, created a Marie Curie Radium Fund and raised money to buy radium, publicising her trip.[49][60][c]
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In 1921, U.S. President Warren G. Harding received her at the White House to present her with the 1 gram of radium collected in the United States, and the First Lady praised her as an example of a professional achiever who was also a supportive wife.[4][62] Before the meeting, recognising her growing fame abroad, and embarrassed by the fact that she had no French official distinctions to wear in public, the French government offered her a Legion of Honour award, but she refused.[62][63] In 1922 she became a fellow of the French Academy of Medicine.[49] She also travelled to other countries, appearing publicly and giving lectures in Belgium, Brazil, Spain, and Czechoslovakia.[64]
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Led by Curie, the Institute produced four more Nobel Prize winners, including her daughter Irène Joliot-Curie and her son-in-law, Frédéric Joliot-Curie.[65] Eventually it became one of the world's four major radioactivity-research laboratories, the others being the Cavendish Laboratory, with Ernest Rutherford; the Institute for Radium Research, Vienna, with Stefan Meyer; and the Kaiser Wilhelm Institute for Chemistry, with Otto Hahn and Lise Meitner.[65][66]
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In August 1922 Marie Curie became a member of the League of Nations' newly created International Committee on Intellectual Cooperation.[67][5] She sat on the Committee until 1934 and contributed to League of Nations' scientific coordination with other prominent researchers such as Albert Einstein, Hendrik Lorentz, and Henri Bergson.[68] In 1923 she wrote a biography of her late husband, titled Pierre Curie.[69] In 1925 she visited Poland to participate in a ceremony laying the foundations for Warsaw's Radium Institute.[49] Her second American tour, in 1929, succeeded in equipping the Warsaw Radium Institute with radium; the Institute opened in 1932, with her sister Bronisława its director.[49][62] These distractions from her scientific labours, and the attendant publicity, caused her much discomfort but provided resources for her work.[62] In 1930 she was elected to the International Atomic Weights Committee, on which she served until her death.[70] In 1931, Curie was awarded the Cameron Prize for Therapeutics of the University of Edinburgh.[71]
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Curie visited Poland for the last time in early 1934.[16][72] A few months later, on 4 July 1934, she died at the Sancellemoz sanatorium in Passy, Haute-Savoie, from aplastic anaemia believed to have been contracted from her long-term exposure to radiation.[49][73]
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The damaging effects of ionising radiation were not known at the time of her work, which had been carried out without the safety measures later developed.[72] She had carried test tubes containing radioactive isotopes in her pocket,[74] and she stored them in her desk drawer, remarking on the faint light that the substances gave off in the dark.[75] Curie was also exposed to X-rays from unshielded equipment while serving as a radiologist in field hospitals during the war.[58] Although her many decades of exposure to radiation caused chronic illnesses (including near-blindness due to cataracts) and ultimately her death, she never really acknowledged the health risks of radiation exposure.[76]
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She was interred at the cemetery in Sceaux, alongside her husband Pierre.[49] Sixty years later, in 1995, in honour of their achievements, the remains of both were transferred to the Paris Panthéon. Their remains were sealed in a lead lining because of the radioactivity.[77] She became the first woman to be honoured with interment in the Panthéon on her own merits.[5]
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Because of their levels of radioactive contamination, her papers from the 1890s are considered too dangerous to handle.[78] Even her cookbook is highly radioactive.[79] Her papers are kept in lead-lined boxes, and those who wish to consult them must wear protective clothing.[79] In her last year, she worked on a book, Radioactivity, which was published posthumously in 1935.[72]
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The physical and societal aspects of the Curies' work contributed to shaping the world of the twentieth and twenty-first centuries.[80] Cornell University professor L. Pearce Williams observes:
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The result of the Curies' work was epoch-making. Radium's radioactivity was so great that it could not be ignored. It seemed to contradict the principle of the conservation of energy and therefore forced a reconsideration of the foundations of physics. On the experimental level the discovery of radium provided men like Ernest Rutherford with sources of radioactivity with which they could probe the structure of the atom. As a result of Rutherford's experiments with alpha radiation, the nuclear atom was first postulated. In medicine, the radioactivity of radium appeared to offer a means by which cancer could be successfully attacked.[39]
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If Curie's work helped overturn established ideas in physics and chemistry, it has had an equally profound effect in the societal sphere. To attain her scientific achievements, she had to overcome barriers, in both her native and her adoptive country, that were placed in her way because she was a woman. This aspect of her life and career is highlighted in Françoise Giroud's Marie Curie: A Life, which emphasizes Curie's role as a feminist precursor.[16]
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She was known for her honesty and moderate lifestyle.[24][80] Having received a small scholarship in 1893, she returned it in 1897 as soon as she began earning her keep.[13][32] She gave much of her first Nobel Prize money to friends, family, students, and research associates.[16] In an unusual decision, Curie intentionally refrained from patenting the radium-isolation process so that the scientific community could do research unhindered.[81] She insisted that monetary gifts and awards be given to the scientific institutions she was affiliated with rather than to her.[80] She and her husband often refused awards and medals.[24] Albert Einstein reportedly remarked that she was probably the only person who could not be corrupted by fame.[16]
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As one of the most famous scientists, Marie Curie has become an icon in the scientific world and has received tributes from across the globe, even in the realm of pop culture.[82] In a 2009 poll carried out by New Scientist, she was voted the "most inspirational woman in science". Curie received 25.1 percent of all votes cast, nearly twice as many as second-place Rosalind Franklin (14.2 per cent).[83][84]
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Poland and France declared 2011 the Year of Marie Curie, and the United Nations declared that this would be the International Year of Chemistry.[85] An artistic installation celebrating "Madame Curie" filled the Jacobs Gallery at San Diego's Museum of Contemporary Art.[86] On 7 November, Google celebrated the anniversary of her birth with a special Google Doodle.[87] On 10 December, the New York Academy of Sciences celebrated the centenary of Marie Curie's second Nobel Prize in the presence of Princess Madeleine of Sweden.[88]
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Marie Curie was the first woman to win a Nobel Prize, the first person to win two Nobel Prizes, the only woman to win in two fields, and the only person to win in multiple sciences.[89] Awards that she received include:
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Marie Curie's 1898 publication with her husband and their collaborator Gustave Bémont[94] of their discovery of radium and polonium was honoured by a Citation for Chemical Breakthrough Award from the Division of History of Chemistry of the American Chemical Society presented to the ESPCI Paris in 2015.[95][96]
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In 1995, she became the first woman to be entombed on her own merits in the Panthéon, Paris.[5] The curie (symbol Ci), a unit of radioactivity, is named in honour of her and Pierre Curie (although the commission which agreed on the name never clearly stated whether the standard was named after Pierre, Marie or both of them).[97] The element with atomic number 96 was named curium.[98] Three radioactive minerals are also named after the Curies: curite, sklodowskite, and cuprosklodowskite.[99] She received numerous honorary degrees from universities across the world.[62] The Marie Skłodowska-Curie Actions fellowship program of the European Union for young scientists wishing to work in a foreign country is named after her.[100] In Poland, she had received honorary doctorates from the Lwów Polytechnic (1912),[101] Poznań University (1922), Kraków's Jagiellonian University (1924), and the Warsaw Polytechnic (1926).[85]
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In 1920 she became the first female member of The Royal Danish Academy of Sciences and Letters.[102] In 1921, in the U.S., she was awarded membership in the Iota Sigma Pi women scientists' society.[103] In 1924, she became an Honorary Member of the Polish Chemical Society.[104]
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Her name is included on the Monument to the X-ray and Radium Martyrs of All Nations, erected in Hamburg, Germany in 1936.[105]
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Numerous locations around the world are named after her. In 2007, a metro station in Paris was renamed to honour both of the Curies.[99] Polish nuclear research reactor Maria is named after her.[106] The 7000 Curie asteroid is also named after her.[99] A KLM McDonnell Douglas MD-11 (registration PH-KCC) is named in her honour.[107]
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Several institutions bear her name, starting with the two Curie institutes: the Maria Skłodowska-Curie Institute of Oncology, in Warsaw and the Institut Curie in Paris. She is the patron of Maria Curie-Skłodowska University, in Lublin, founded in 1944; and of Pierre and Marie Curie University (Paris VI), France's pre-eminent science university. In Britain, Marie Curie Cancer Care was organized in 1948 to care for the terminally ill.[108]
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Two museums are devoted to Marie Curie. In 1967, the Maria Skłodowska-Curie Museum was established in Warsaw's "New Town", at her birthplace on ulica Freta (Freta Street).[16] Her Paris laboratory is preserved as the Musée Curie, open since 1992.[109]
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Several works of art bear her likeness. In 1935, Michalina Mościcka, wife of Polish President Ignacy Mościcki, unveiled a statue of Marie Curie before Warsaw's Radium Institute. During the 1944 Second World War Warsaw Uprising against the Nazi German occupation, the monument was damaged by gunfire; after the war it was decided to leave the bullet marks on the statue and its pedestal.[16] In 1955 Jozef Mazur created a stained glass panel of her, the Maria Skłodowska-Curie Medallion, featured in the University at Buffalo Polish Room.[110]
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A number of biographies are devoted to her. In 1938 her daughter, Ève Curie, published Madame Curie. In 1987 Françoise Giroud wrote Marie Curie: A Life. In 2005 Barbara Goldsmith wrote Obsessive Genius: The Inner World of Marie Curie.[85] In 2011 Lauren Redniss published Radioactive: Marie and Pierre Curie, a Tale of Love and Fallout.[111]
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Marie Curie has been the subject of several biographical films:
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Curie is the subject of the 2013 play False Assumptions by Lawrence Aronovitch, in which the ghosts of three other women scientists observe events in her life.[113] Curie has also been portrayed by Susan Marie Frontczak in her play Manya: The Living History of Marie Curie, a one-woman show performed in 30 U.S. states and nine countries, by 2014.[114]
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Curie's likeness also has appeared on banknotes, stamps and coins around the world.[99] She was featured on the Polish late-1980s 20,000-złoty banknote[115] as well as on the last French 500-franc note, before the franc was replaced by the euro.[116] Curie-themed postage stamps from Mali, the Republic of Togo, Zambia, and the Republic of Guinea actually show a picture of Susan Marie Frontczak portraying Curie in a 2001 picture by Paul Schroeder.[114]
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In 2011, on the centenary of Marie Curie's second Nobel Prize, an allegorical mural was painted on the façade of her Warsaw birthplace. It depicted an infant Maria Skłodowska holding a test tube from which emanated the elements that she would discover as an adult: polonium and radium.
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Also in 2011, a new Warsaw bridge over the Vistula River was named in her honour.[117]
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In January 2020, Satellogic, a high-resolution Earth observation imaging and analytics company, launched a ÑuSat type micro-satellite named in honour of Marie Curie.[118]
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en/368.html.txt
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Clay is a type of fine-grained natural soil material that contains hydrous aluminium phyllosilicates (clay minerals) that develops plasticity when wet.[1] Geologic clay deposits are mostly composed of phyllosilicate minerals containing variable amounts of water trapped in the mineral structure. Clays are plastic due to particle size and geometry as well as water content, and become hard, brittle and non–plastic upon drying or firing.[2][3][4] Depending on the soil's content in which it is found, clay can appear in various colours from white to dull grey or brown to deep orange-red.
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Although many naturally occurring deposits include both silts and clay, clays are distinguished from other fine-grained soils by differences in size and mineralogy. Silts, which are fine-grained soils that do not include clay minerals, tend to have larger particle sizes than clays. There is, however, some overlap in particle size and other physical properties. The distinction between silt and clay varies by discipline. Geologists and soil scientists usually consider the separation to occur at a particle size of 2 μm (clays being finer than silts), sedimentologists often use 4–5 μm, and colloid chemists use 1 μm.[2] Geotechnical engineers distinguish between silts and clays based on the plasticity properties of the soil, as measured by the soils' Atterberg limits. ISO 14688 grades clay particles as being smaller than 2 μm and silt particles as being larger. Mixtures of sand, silt and less than 40% clay are called loam.
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Clay minerals typically form over long periods as a result of the gradual chemical weathering of rocks, usually silicate-bearing, by low concentrations of carbonic acid and other diluted solvents. These solvents, usually acidic, migrate through the weathering rock after leaching through upper weathered layers. In addition to the weathering process, some clay minerals are formed through hydrothermal activity. There are two types of clay deposits: primary and secondary. Primary clays form as residual deposits in soil and remain at the site of formation. Secondary clays are clays that have been transported from their original location by water erosion and deposited in a new sedimentary deposit.[5] Clay deposits are typically associated with very low energy depositional environments such as large lakes and marine basins.
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Depending on the academic source, there are three or four main groups of clays: kaolinite, montmorillonite-smectite, illite, and chlorite. Chlorites are not always considered to be a clay, sometimes being classified as a separate group within the phyllosilicates. There are approximately 30 different types of "pure" clays in these categories, but most "natural" clay deposits are mixtures of these different types, along with other weathered minerals.
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Varve (or varved clay) is clay with visible annual layers, which are formed by seasonal deposition of those layers and are marked by differences in erosion and organic content. This type of deposit is common in former glacial lakes. When fine sediments are delivered into the calm waters of these glacial lake basins away from the shoreline, they settle to the lake bed. The resulting seasonal layering is preserved in an even distribution of clay sediment banding.[5]
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Quick clay is a unique type of marine clay indigenous to the glaciated terrains of Norway, Canada, Northern Ireland, and Sweden. It is a highly sensitive clay, prone to liquefaction, which has been involved in several deadly landslides.
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Powder X-ray diffraction can be used to identify clays.[6]
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The physical and reactive chemical properties can be used to help elucidate the composition of clays.[7]
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Clays exhibit plasticity when mixed with water in certain proportions. However, when dry, clay becomes firm, and when fired in a kiln, permanent physical and chemical changes occur. These changes convert the clay into a ceramic material. Because of these properties, clay is used for making pottery, both utilitarian and decorative, and construction products, such as bricks, walls, and floor tiles. Different types of clay, when used with different minerals and firing conditions, are used to produce earthenware, stoneware, and porcelain. Prehistoric humans discovered the useful properties of clay. Some of the earliest pottery shards recovered are from central Honshu, Japan. They are associated with the Jōmon culture, and recovered deposits have been dated to around 14,000 BC.[8] Cooking pots, art objects, dishware, smoking pipes, and even musical instruments such as the ocarina can all be shaped from clay before being fired.
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Clay tablets were the first known writing medium.[9] Scribes wrote by inscribing them with cuneiform script using a blunt reed called a stylus. Purpose-made clay balls were used as sling ammunition. Clay is used in many industrial processes, such as paper making, cement production, and chemical filtering. Until the late 20th century, bentonite clay was widely used as a mold binder in the manufacture of sand castings.
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Clay, being relatively impermeable to water, is also used where natural seals are needed, such as in the cores of dams, or as a barrier in landfills against toxic seepage (lining the landfill, preferably in combination with geotextiles).[10] Studies in the early 21st century have investigated clay's absorption capacities in various applications, such as the removal of heavy metals from waste water and air purification.[11][12]
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Traditional uses of clay as medicine goes back to prehistoric times. An example is Armenian bole, which is used to soothe an upset stomach. Some animals such as parrots and pigs ingest clay for similar reasons.[13] Kaolin clay and attapulgite have been used as anti-diarrheal medicines.
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Clay as the defining ingredient of loam is one of the oldest building materials on Earth, among other ancient, naturally-occurring geologic materials such as stone and organic materials like wood.[14] Between one-half and two-thirds of the world's population, in both traditional societies as well as developed countries, still live or work in buildings made with clay, often baked into brick, as an essential part of its load-bearing structure. Also a primary ingredient in many natural building techniques, clay is used to create adobe, cob, cordwood, and rammed earth structures and building elements such as wattle and daub, clay plaster, clay render case, clay floors and clay paints and ceramic building material. Clay was used as a mortar in brick chimneys and stone walls where protected from water.
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Mary, Queen of Scots (8 December 1542 – 8 February 1587), also known as Mary Stuart[3] or Mary I of Scotland, reigned over Scotland from 14 December 1542 to 24 July 1567.
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Mary, the only surviving legitimate child of King James V of Scotland, was six days old when her father died and she acceded to the throne. She spent most of her childhood in France while Scotland was ruled by regents, and in 1558, she married the Dauphin of France, Francis. Mary was queen consort of France from his accession in 1559 until his death in December 1560. Widowed, Mary returned to Scotland, arriving in Leith on 19 August 1561. Four years later, she married her half-cousin, Henry Stuart, Lord Darnley, and in June 1566 they had a son, James.
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In February 1567, Darnley's residence was destroyed by an explosion, and he was found murdered in the garden. James Hepburn, 4th Earl of Bothwell, was generally believed to have orchestrated Darnley's death, but he was acquitted of the charge in April 1567, and the following month he married Mary. Following an uprising against the couple, Mary was imprisoned in Loch Leven Castle. On 24 July 1567, she was forced to abdicate in favour of her one-year-old son. After an unsuccessful attempt to regain the throne, she fled southward seeking the protection of her first cousin once removed, Queen Elizabeth I of England.
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Mary had once claimed Elizabeth's throne as her own and was considered the legitimate sovereign of England by many English Catholics, including participants in a rebellion known as the Rising of the North. Perceiving Mary as a threat, Elizabeth had her confined in various castles and manor houses in the interior of England. After eighteen and a half years in custody, Mary was found guilty of plotting to assassinate Elizabeth in 1586, and was beheaded the following year at Fotheringhay Castle.
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Mary was born on 8 December 1542 at Linlithgow Palace, Scotland, to King James V and his French second wife, Mary of Guise. She was said to have been born prematurely and was the only legitimate child of James to survive him.[4] She was the great-niece of King Henry VIII of England, as her paternal grandmother, Margaret Tudor, was Henry VIII's sister. On 14 December, six days after her birth, she became Queen of Scotland when her father died, perhaps from the effects of a nervous collapse following the Battle of Solway Moss[5] or from drinking contaminated water while on campaign.[6]
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A popular tale, first recorded by John Knox, states that James, upon hearing on his deathbed that his wife had given birth to a daughter, ruefully exclaimed, "It cam wi' a lass and it will gang wi' a lass!"[7] His House of Stuart had gained the throne of Scotland in the 14th century via the marriage of Marjorie Bruce, daughter of Robert the Bruce, to Walter Stewart, 6th High Steward of Scotland. The crown had come to his family through a woman, and would be lost from his family through a woman. This legendary statement came true much later—not through Mary, but through her descendant Anne, Queen of Great Britain.[8]
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Mary was christened at the nearby Church of St Michael shortly after she was born.[9] Rumours spread that she was weak and frail,[10] but an English diplomat, Ralph Sadler, saw the infant at Linlithgow Palace in March 1543, unwrapped by her nurse, and wrote, "it is as goodly a child as I have seen of her age, and as like to live."[11]
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As Mary was an infant when she inherited the throne, Scotland was ruled by regents until she became an adult. From the outset, there were two claims to the regency: one from the Catholic Cardinal Beaton, and the other from the Protestant Earl of Arran, who was next in line to the throne. Beaton's claim was based on a version of the king's will that his opponents dismissed as a forgery.[12] Arran, with the support of his friends and relations, became the regent until 1554 when Mary's mother managed to remove and succeed him.[13]
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King Henry VIII of England took the opportunity of the regency to propose marriage between Mary and his own son and heir, Edward, hoping for a union of Scotland and England. On 1 July 1543, when Mary was six months old, the Treaty of Greenwich was signed, which promised that, at the age of ten, Mary would marry Edward and move to England, where Henry could oversee her upbringing.[14] The treaty provided that the two countries would remain legally separate and, if the couple should fail to have children, the temporary union would dissolve.[15] Cardinal Beaton rose to power again and began to push a pro-Catholic pro-French agenda, angering Henry, who wanted to break the Scottish alliance with France.[16]
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Beaton wanted to move Mary away from the coast to the safety of Stirling Castle. Regent Arran resisted the move, but backed down when Beaton's armed supporters gathered at Linlithgow.[17] The Earl of Lennox escorted Mary and her mother to Stirling on 27 July 1543 with 3,500 armed men.[18] Mary was crowned in the castle chapel on 9 September 1543,[19] with "such solemnity as they do use in this country, which is not very costly", according to the report of Ralph Sadler and Henry Ray.[20]
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Shortly before Mary's coronation, Henry arrested Scottish merchants headed for France and impounded their goods. The arrests caused anger in Scotland, and Arran joined Beaton and became a Catholic.[21] The Treaty of Greenwich was rejected by the Parliament of Scotland in December.[22] The rejection of the marriage treaty and the renewal of the alliance between France and Scotland prompted Henry's "Rough Wooing", a military campaign designed to impose the marriage of Mary to his son. English forces mounted a series of raids on Scottish and French territory.[23] In May 1544, the English Earl of Hertford (later Duke of Somerset) raided Edinburgh, and the Scots took Mary to Dunkeld for safety.[24]
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In May 1546, Beaton was murdered by Protestant lairds,[25] and on 10 September 1547, nine months after the death of Henry VIII, the Scots suffered a heavy defeat at the Battle of Pinkie. Mary's guardians, fearful for her safety, sent her to Inchmahome Priory for no more than three weeks, and turned to the French for help.[26]
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King Henry II of France proposed to unite France and Scotland by marrying the young queen to his three-year-old son, the Dauphin Francis. On the promise of French military help and a French dukedom for himself, Arran agreed to the marriage.[27] In February 1548, Mary was moved, again for her safety, to Dumbarton Castle.[28] The English left a trail of devastation behind them once more and seized the strategic town of Haddington. In June, the much awaited French help arrived at Leith to besiege and ultimately take Haddington. On 7 July 1548, a Scottish Parliament held at a nunnery near the town agreed to the French marriage treaty.[29]
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With her marriage agreement in place, five-year-old Mary was sent to France to spend the next thirteen years at the French court. The French fleet sent by Henry II, commanded by Nicolas de Villegagnon, sailed with Mary from Dumbarton on 7 August 1548 and arrived a week or more later at Roscoff or Saint-Pol-de-Léon in Brittany.[30]
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Mary was accompanied by her own court including two illegitimate half-brothers, and the "four Marys" (four girls her own age, all named Mary), who were the daughters of some of the noblest families in Scotland: Beaton, Seton, Fleming, and Livingston.[31] Janet, Lady Fleming, who was Mary Fleming's mother and James V's half-sister, was appointed governess.[32] When Lady Fleming left France in 1551, she was succeeded by a French governess, Françoise de Paroy.
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Vivacious, beautiful, and clever (according to contemporary accounts), Mary had a promising childhood.[33] At the French court, she was a favourite with everyone, except Henry II's wife Catherine de' Medici.[34] Mary learned to play lute and virginals, was competent in prose, poetry, horsemanship, falconry, and needlework, and was taught French, Italian, Latin, Spanish, and Greek, in addition to speaking her native Scots.[35] Her future sister-in-law, Elisabeth of Valois, became a close friend of whom Mary "retained nostalgic memories in later life".[36] Mary's maternal grandmother, Antoinette de Bourbon, was another strong influence on her childhood[37] and acted as one of her principal advisors.[38]
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Portraits of Mary show that she had a small, oval-shaped head, a long, graceful neck, bright auburn hair, hazel-brown eyes, under heavy lowered eyelids and finely arched brows, smooth pale skin, a high forehead, and regular, firm features. She was considered a pretty child and later, as a woman, strikingly attractive.[39] At some point in her infancy or childhood, she caught smallpox, but it did not mark her features.[40]
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Mary was eloquent, and especially tall by sixteenth-century standards (she attained an adult height of 5 feet 11 inches or 1.80 m);[41] while Henry II's son and heir, Francis, stuttered and was unusually short. Henry commented: "from the very first day they met, my son and she got on as well together as if they had known each other for a long time".[42] On 4 April 1558, Mary signed a secret agreement bequeathing Scotland and her claim to England to the French crown if she died without issue.[43] Twenty days later, she married the Dauphin at Notre Dame de Paris, and he became king consort of Scotland.[44][45]
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In November 1558, Henry VIII's elder daughter, Mary I of England, was succeeded by her only surviving sibling, Elizabeth I. Under the Third Succession Act, passed in 1543 by the Parliament of England, Elizabeth was recognised as her sister's heir, and Henry VIII's last will and testament had excluded the Stuarts from succeeding to the English throne. Yet, in the eyes of many Catholics, Elizabeth was illegitimate and Mary Stuart was the rightful queen of England, as the senior surviving legitimate descendant of Henry VII through her grandmother, Margaret Tudor.[46] Henry II of France proclaimed his eldest son and daughter-in-law king and queen of England. In France the royal arms of England were quartered with those of Francis and Mary.[47] Mary's claim to the English throne was a perennial sticking point between herself and Elizabeth.[48]
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When Henry II died on 10 July 1559, from injuries sustained in a joust, fifteen-year-old Francis and sixteen-year-old Mary became king and queen of France.[49] Two of the Queen's uncles, the Duke of Guise and the Cardinal of Lorraine, were now dominant in French politics,[50] enjoying an ascendancy called by some historians la tyrannie Guisienne.[51]
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In Scotland, the power of the Protestant Lords of the Congregation was rising at the expense of Mary's mother, who maintained effective control only through the use of French troops.[52] In early 1560, the Protestant Lords invited English troops into Scotland in an attempt to secure Protestantism. A Huguenot uprising in France, the Tumult of Amboise, made it impossible for the French to send further support.[53] Instead, the Guise brothers sent ambassadors to negotiate a settlement.[54] On 11 June 1560, their sister, Mary's mother, died, and so the question of future Franco-Scots relations was a pressing one. Under the terms of the Treaty of Edinburgh, signed by Mary's representatives on 6 July 1560, France and England undertook to withdraw troops from Scotland. France recognised Elizabeth's right to rule England, but the seventeen-year-old Mary, still in France and grieving for her mother, refused to ratify the treaty.[55]
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King Francis II died on 5 December 1560, of a middle ear infection that led to an abscess in his brain. Mary was grief-stricken.[57] Her mother-in-law, Catherine de' Medici, became regent for the late king's ten-year-old brother Charles IX, who inherited the French throne.[58] Mary returned to Scotland nine months later, arriving in Leith on 19 August 1561.[59] Having lived in France since the age of five, Mary had little direct experience of the dangerous and complex political situation in Scotland.[60] As a devout Catholic, she was regarded with suspicion by many of her subjects, as well as by the Queen of England.[61] Scotland was torn between Catholic and Protestant factions. Mary's illegitimate half-brother, the Earl of Moray, was a leader of the Protestants.[62] The Protestant reformer John Knox preached against Mary, condemning her for hearing Mass, dancing, and dressing too elaborately.[63] She summoned him to her presence to remonstrate with him but was unsuccessful. She later charged him with treason but he was acquitted and released.[64]
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To the surprise and dismay of the Catholic party, Mary tolerated the newly established Protestant ascendancy,[65] and kept her half-brother Moray as her chief advisor.[66] Her privy council of 16 men, appointed on 6 September 1561, retained those who already held the offices of state. The council was dominated by the Protestant leaders from the reformation crisis of 1559–1560: the Earls of Argyll, Glencairn, and Moray. Only four of the councillors were Catholic: the Earls of Atholl, Erroll, Montrose, and Huntly, who was Lord Chancellor.[67] Modern historian Jenny Wormald found this remarkable and suggested that Mary's failure to appoint a council sympathetic to Catholic and French interests was an indication of her focus on the English throne, over the internal problems of Scotland. Even the one significant later addition to the council, Lord Ruthven in December 1563, was another Protestant whom Mary personally disliked.[68] In this, she was acknowledging her lack of effective military power in the face of the Protestant lords, while also following a policy that strengthened her links with England. She joined with Moray in the destruction of Scotland's leading Catholic magnate, Lord Huntly, in 1562, after he led a rebellion against her in the Highlands.[69]
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Mary sent William Maitland of Lethington as an ambassador to the English court to put the case for Mary as the heir presumptive to the English throne. Elizabeth refused to name a potential heir, fearing that would invite conspiracy to displace her with the nominated successor.[70] However, she assured Maitland that she knew no one with a better claim than Mary.[71] In late 1561 and early 1562, arrangements were made for the two queens to meet in England at York or Nottingham in August or September 1562. In July, Elizabeth sent Sir Henry Sidney to cancel Mary's visit because of the civil war in France.[72]
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Mary then turned her attention to finding a new husband from the royalty of Europe. When her uncle, the Cardinal of Lorraine, began negotiations with Archduke Charles of Austria without her consent, she angrily objected and the negotiations foundered.[73] Her own attempt to negotiate a marriage to Don Carlos, the mentally unstable heir apparent of King Philip II of Spain, was rebuffed by Philip.[74] Elizabeth attempted to neutralise Mary by suggesting that she marry English Protestant Robert Dudley, 1st Earl of Leicester. Dudley was Sir Henry Sidney's brother-in-law and the English queen's own favourite, whom Elizabeth trusted and thought she could control.[75] She sent an ambassador, Thomas Randolph, to tell Mary that if she married an English nobleman, Elizabeth would "proceed to the inquisition of her right and title to be our next cousin and heir".[76] The proposal came to nothing, not least because the intended bridegroom was unwilling.[77]
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In contrast, a French poet at Mary's court, Pierre de Boscosel de Chastelard, was apparently besotted with Mary.[78] In early 1563, he was discovered during a security search hidden underneath her bed, apparently planning to surprise her when she was alone and declare his love for her. Mary was horrified and banished him from Scotland. He ignored the edict. Two days later, he forced his way into her chamber as she was about to disrobe. She reacted with fury and fear. When Moray rushed into the room after hearing her cries for help, she shouted, "Thrust your dagger into the villain!" Moray refused, as Chastelard was already under restraint. Chastelard was tried for treason and beheaded.[79] Maitland claimed that Chastelard's ardour was feigned and that he was part of a Huguenot plot to discredit Mary by tarnishing her reputation.[80]
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Mary had briefly met her English-born half-cousin Henry Stuart, Lord Darnley, in February 1561 when she was in mourning for Francis. Darnley's parents, the Earl and Countess of Lennox, were Scottish aristocrats as well as English landowners. They sent him to France ostensibly to extend their condolences, while hoping for a potential match between their son and Mary.[81] Both Mary and Darnley were grandchildren of Margaret Tudor, sister of Henry VIII of England, and patrilineal descendants of the High Stewards of Scotland.
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Darnley shared a more recent Stewart lineage with the Hamilton family as a descendant of Mary Stewart, Countess of Arran, a daughter of James II of Scotland. They next met on Saturday 17 February 1565 at Wemyss Castle in Scotland.[82] Mary fell in love with the "long lad", as Queen Elizabeth called him since he was over six feet tall.[83] They married at Holyrood Palace on 29 July 1565, even though both were Catholic and a papal dispensation for the marriage of first cousins had not been obtained.[84][85]
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English statesmen William Cecil and the Earl of Leicester had worked to obtain Darnley's licence to travel to Scotland from his home in England.[86] Although her advisors had brought the couple together, Elizabeth felt threatened by the marriage because as descendants of her aunt, both Mary and Darnley were claimants to the English throne.[87] Their children, if any, would inherit an even stronger, combined claim.[88] Mary's insistence on the marriage seems to have stemmed from passion rather than calculation; the English ambassador Nicholas Throckmorton stated "the saying is that surely she [Queen Mary] is bewitched",[89] adding that the marriage could only be averted "by violence".[90] The union infuriated Elizabeth, who felt the marriage should not have gone ahead without her permission, as Darnley was both her cousin and an English subject.[91]
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Mary's marriage to a leading Catholic precipitated Mary's half-brother, the Earl of Moray, to join with other Protestant lords, including Lords Argyll and Glencairn, in open rebellion.[92] Mary set out from Edinburgh on 26 August 1565 to confront them. On the 30th, Moray entered Edinburgh but left soon afterward, having failed to take the castle. Mary returned to Edinburgh the following month to raise more troops.[93] In what became known as the Chaseabout Raid, Mary and her forces and Moray and the rebellious lords roamed around Scotland without ever engaging in direct combat. Mary's numbers were boosted by the release and restoration to favour of Lord Huntly's son and the return of James Hepburn, 4th Earl of Bothwell, from exile in France.[94] Unable to muster sufficient support, Moray left Scotland in October for asylum in England.[95] Mary broadened her privy council, bringing in both Catholics (Bishop of Ross John Lesley and provost of Edinburgh Simon Preston of Craigmillar) and Protestants (the new Lord Huntly, Bishop of Galloway Alexander Gordon, John Maxwell of Terregles and Sir James Balfour).[96]
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Before long, Darnley grew arrogant. Not content with his position as king consort, he demanded the Crown Matrimonial, which would have made him a co-sovereign of Scotland with the right to keep the Scottish throne for himself, if he outlived his wife.[97] Mary refused his request and their marriage grew strained, although they conceived by October 1565. He was jealous of her friendship with her Catholic private secretary, David Rizzio, who was rumoured to be the father of her child.[98] By March 1566, Darnley had entered into a secret conspiracy with Protestant lords, including the nobles who had rebelled against Mary in the Chaseabout Raid.[99] On 9 March, a group of the conspirators accompanied by Darnley murdered Rizzio in front of the pregnant Mary at a dinner party in Holyrood Palace.[100] Over the next two days, a disillusioned Darnley switched sides and Mary received Moray at Holyrood.[101] On the night of 11–12 March, Darnley and Mary escaped from the palace. They took temporary refuge in Dunbar Castle before returning to Edinburgh on 18 March.[102] The former rebels Lords Moray, Argyll and Glencairn were restored to the council.[103]
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Mary's son by Darnley, James, was born on 19 June 1566 in Edinburgh Castle. However, the murder of Rizzio led inevitably to the breakdown of her marriage.[104] In October 1566, while staying at Jedburgh in the Scottish Borders, Mary made a journey on horseback of at least four hours each way to visit the Earl of Bothwell at Hermitage Castle, where he lay ill from wounds sustained in a skirmish with border reivers.[105] The ride was later used as evidence by Mary's enemies that the two were lovers, though no suspicions were voiced at the time and Mary had been accompanied by her councillors and guards.[106]
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Immediately after her return to Jedburgh, she suffered a serious illness that included frequent vomiting, loss of sight, loss of speech, convulsions and periods of unconsciousness. She was thought to be dying. Her recovery from 25 October onwards was credited to the skill of her French physicians.[107] The cause of her illness is unknown. Potential diagnoses include physical exhaustion and mental stress,[108] haemorrhage of a gastric ulcer[109] and porphyria.[110]
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At Craigmillar Castle, near Edinburgh, at the end of November 1566, Mary and leading nobles held a meeting to discuss the "problem of Darnley".[111] Divorce was discussed, but a bond was probably sworn between the lords present to remove Darnley by other means:[112] "It was thought expedient and most profitable for the common wealth ... that such a young fool and proud tyrant should not reign or bear rule over them; ... that he should be put off by one way or another; and whosoever should take the deed in hand or do it, they should defend."[113] Darnley feared for his safety, and after the baptism of his son at Stirling and shortly before Christmas, he went to Glasgow to stay on his father's estates.[114] At the start of the journey, he was afflicted by a fever—possibly smallpox, syphilis or the result of poison. He remained ill for some weeks.[115]
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In late January 1567, Mary prompted her husband to return to Edinburgh. He recuperated from his illness in a house belonging to the brother of Sir James Balfour at the former abbey of Kirk o' Field, just within the city wall.[116] Mary visited him daily, so that it appeared a reconciliation was in progress.[117] On the night of 9–10 February 1567, Mary visited her husband in the early evening and then attended the wedding celebrations of a member of her household, Bastian Pagez.[118] In the early hours of the morning, an explosion devastated Kirk o' Field. Darnley was found dead in the garden, apparently smothered.[119] There were no visible marks of strangulation or violence on the body.[120][121] Bothwell, Moray, Secretary Maitland, the Earl of Morton and Mary herself were among those who came under suspicion.[122] Elizabeth wrote to Mary of the rumours:
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I should ill fulfil the office of a faithful cousin or an affectionate friend if I did not ... tell you what all the world is thinking. Men say that, instead of seizing the murderers, you are looking through your fingers while they escape; that you will not seek revenge on those who have done you so much pleasure, as though the deed would never have taken place had not the doers of it been assured of impunity. For myself, I beg you to believe that I would not harbour such a thought.[123]
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By the end of February, Bothwell was generally believed to be guilty of Darnley's assassination.[124] Lennox, Darnley's father, demanded that Bothwell be tried before the Estates of Parliament, to which Mary agreed, but Lennox's request for a delay to gather evidence was denied. In the absence of Lennox and with no evidence presented, Bothwell was acquitted after a seven-hour trial on 12 April.[125] A week later, Bothwell managed to convince more than two dozen lords and bishops to sign the Ainslie Tavern Bond, in which they agreed to support his aim to marry the queen.[126]
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Between 21 and 23 April 1567, Mary visited her son at Stirling for the last time. On her way back to Edinburgh on 24 April, Mary was abducted, willingly or not, by Lord Bothwell and his men and taken to Dunbar Castle, where he may have raped her.[127] On 6 May, Mary and Bothwell returned to Edinburgh. On 15 May, at either Holyrood Palace or Holyrood Abbey, they were married according to Protestant rites.[128] Bothwell and his first wife, Jean Gordon, who was the sister of Lord Huntly, had divorced twelve days previously.[129]
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Originally, Mary believed that many nobles supported her marriage, but relations quickly soured between the newly elevated Bothwell (created Duke of Orkney) and his former peers and the marriage proved to be deeply unpopular. Catholics considered the marriage unlawful, since they did not recognise Bothwell's divorce or the validity of the Protestant service. Both Protestants and Catholics were shocked that Mary should marry the man accused of murdering her husband.[130] The marriage was tempestuous, and Mary became despondent.[131]
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Twenty-six Scottish peers, known as the confederate lords, turned against Mary and Bothwell and raised their own army. Mary and Bothwell confronted the lords at Carberry Hill on 15 June, but there was no battle, as Mary's forces dwindled away through desertion during negotiations.[132] Bothwell was given safe passage from the field. The lords took Mary to Edinburgh, where crowds of spectators denounced her as an adulteress and murderer.[133] The following night, she was imprisoned in Loch Leven Castle on an island in the middle of Loch Leven.[134] Between 20 and 23 July, Mary miscarried twins.[135] On 24 July, she was forced to abdicate in favour of her one-year-old son James.[136] Moray was made regent,[137] while Bothwell was driven into exile. He was imprisoned in Denmark, became insane and died in 1578.[138]
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On 2 May 1568, Mary escaped from Loch Leven Castle with the aid of George Douglas, brother of Sir William Douglas, the castle's owner.[139] Managing to raise an army of 6,000 men, she met Moray's smaller forces at the Battle of Langside on 13 May.[140] Defeated, she fled south. After spending the night at Dundrennan Abbey, she crossed the Solway Firth into England by fishing boat on 16 May.[141] She landed at Workington in Cumberland in the north of England and stayed overnight at Workington Hall.[142] On 18 May, local officials took her into protective custody at Carlisle Castle.[143]
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Mary apparently expected Elizabeth to help her regain her throne.[144] Elizabeth was cautious, ordering an inquiry into the conduct of the confederate lords and the question of whether Mary was guilty of Darnley's murder.[145] In mid-July 1568, English authorities moved Mary to Bolton Castle, because it was further from the Scottish border but not too close to London.[146] Mary's clothes, sent from Lochleven Castle, arrived on 20 July.[147] A commission of inquiry, or conference, as it was known, was held in York and later Westminster between October 1568 and January 1569.[148] In Scotland, her supporters fought a civil war against Regent Moray and his successors.[149]
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As an anointed queen, Mary refused to acknowledge the power of any court to try her. She refused to attend the inquiry at York personally but sent representatives. Elizabeth forbade her attendance anyway.[150] As evidence against Mary, Moray presented the so-called casket letters[151]—eight unsigned letters purportedly from Mary to Bothwell, two marriage contracts, and a love sonnet or sonnets. All were said to have been found in a silver-gilt casket just less than one foot (30 cm) long and decorated with the monogram of King Francis II.[152] Mary denied writing them and insisted they were forgeries,[153] arguing that her handwriting was not difficult to imitate.[154] They are widely believed to be crucial as to whether Mary shares the guilt for Darnley's murder.[155] The chair of the commission of inquiry, the Duke of Norfolk, described them as horrible letters and diverse fond ballads. He sent copies to Elizabeth, saying that if they were genuine, they might prove Mary's guilt.[156]
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The authenticity of the casket letters has been the source of much controversy among historians. It is impossible now to prove either way. The originals, written in French, were possibly destroyed in 1584 by Mary's son.[157] The surviving copies, in French or translated into English, do not form a complete set. There are incomplete printed transcriptions in English, Scots, French, and Latin from the 1570s.[158] Other documents scrutinised included Bothwell's divorce from Jean Gordon. Moray had sent a messenger in September to Dunbar to get a copy of the proceedings from the town's registers.[159]
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Mary's biographers, such as Antonia Fraser, Alison Weir, and John Guy, have come to the conclusion that either the documents were complete forgeries,[160] or incriminating passages were inserted into genuine letters,[161] or the letters were written to Bothwell by a different person or written by Mary to a different person.[162] Guy points out that the letters are disjointed and that the French language and grammar employed in the sonnets are too poor for a writer with Mary's education.[163] But certain phrases of the letters, including verses in the style of Ronsard, and some characteristics of style are compatible with known writings by Mary.[164]
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The casket letters did not appear publicly until the Conference of 1568, although the Scottish privy council had seen them by December 1567.[165] Mary had been forced to abdicate and held captive for the better part of a year in Scotland. The letters were never made public to support her imprisonment and forced abdication. Historian Jenny Wormald believes this reluctance on the part of the Scots to produce the letters and their destruction in 1584, whatever their content, constitute proof that they contained real evidence against Mary.[166] In contrast, Weir thinks it demonstrates that the lords required time to fabricate them.[167] At least some of Mary's contemporaries who saw the letters had no doubt that they were genuine. Among them was the Duke of Norfolk,[168] who secretly conspired to marry Mary in the course of the commission, although he denied it when Elizabeth alluded to his marriage plans, saying "he meant never to marry with a person, where he could not be sure of his pillow".[169]
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The majority of the commissioners accepted the casket letters as genuine after a study of their contents and comparison of the penmanship with examples of Mary's handwriting.[170] Elizabeth, as she had wished, concluded the inquiry with a verdict that nothing was proven against either the confederate lords or Mary.[171] For overriding political reasons, Elizabeth wished neither to convict nor to acquit Mary of murder. There was never any intention to proceed judicially; the conference was intended as a political exercise. In the end, Moray returned to Scotland as regent and Mary remained in custody in England. Elizabeth had succeeded in maintaining a Protestant government in Scotland, without either condemning or releasing her fellow sovereign.[172] In Fraser's opinion, it was one of the strangest "trials" in legal history, ending with no finding of guilt against either party, one of whom was allowed to return home to Scotland while the other remained in custody.[173]
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On 26 January 1569, Mary was moved to Tutbury Castle[176] and placed in the custody of the Earl of Shrewsbury and his formidable wife Bess of Hardwick.[177] Elizabeth considered Mary's designs on the English throne to be a serious threat and so confined her to Shrewsbury's properties, including Tutbury, Sheffield Castle, Sheffield Manor Lodge, Wingfield Manor, and Chatsworth House,[178] all located in the interior of England, halfway between Scotland and London and distant from the sea.[179]
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Mary was permitted her own domestic staff, which never numbered fewer than sixteen.[180] She needed 30 carts to transport her belongings from house to house.[181] Her chambers were decorated with fine tapestries and carpets, as well as her cloth of state on which she had the French phrase, En ma fin est mon commencement ("In my end lies my beginning"), embroidered.[182] Her bedlinen was changed daily,[183] and her own chefs prepared meals with a choice of 32 dishes served on silver plates.[184] She was occasionally allowed outside under strict supervision,[185] spent seven summers at the spa town of Buxton, and spent much of her time doing embroidery.[186] Her health declined, perhaps through porphyria or lack of exercise. By the 1580s, she had severe rheumatism in her limbs, rendering her lame.[187]
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In May 1569, Elizabeth attempted to mediate the restoration of Mary in return for guarantees of the Protestant religion, but convention held at Perth rejected the deal overwhelmingly.[188] Norfolk continued to scheme for a marriage with Mary, and Elizabeth imprisoned him in the Tower of London between October 1569 and August 1570.[189] Early the following year, Moray was assassinated. His death coincided with a rebellion in the North of England, led by Catholic earls, which persuaded Elizabeth that Mary was a threat. English troops intervened in the Scottish civil war, consolidating the power of the anti-Marian forces.[190] Elizabeth's principal secretaries, Sir Francis Walsingham and William Cecil, Lord Burghley, watched Mary carefully with the aid of spies placed in her household.[191]
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In 1571, Cecil and Walsingham uncovered the Ridolfi Plot, a plan to replace Elizabeth with Mary by the help of Spanish troops and the Duke of Norfolk. Norfolk was executed and the English Parliament introduced a bill barring Mary from the throne, to which Elizabeth refused to give royal assent.[192] To discredit Mary, the casket letters were published in London.[193] Plots centred on Mary continued. Pope Gregory XIII endorsed one plan in the latter half of the 1570s to marry her to the governor of the Low Countries and illegitimate half-brother of Philip II of Spain, John of Austria, who was supposed to organise the invasion of England from the Spanish Netherlands.[194] After the Throckmorton Plot of 1583, Walsingham introduced the Bond of Association and the Act for the Queen's Safety, which sanctioned the killing of anyone who plotted against Elizabeth and aimed to prevent a putative successor from profiting from her murder.[195]
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In 1584, Mary proposed an "association" with her son, James. She announced that she was ready to stay in England, to renounce the Pope's bull of excommunication, and to retire, abandoning her pretensions to the English Crown. She also offered to join an offensive league against France. For Scotland, she proposed a general amnesty, agreed that James should marry with Elizabeth's knowledge, and accepted that there should be no change in religion. Her only condition was the immediate alleviation of the conditions of her captivity. James went along with the idea for a while, but eventually rejected it and signed an alliance treaty with Elizabeth, abandoning his mother.[196] Elizabeth also rejected the association because she did not trust Mary to cease plotting against her during the negotiations.[197]
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In February 1585, William Parry was convicted of plotting to assassinate Elizabeth, without Mary's knowledge, although her agent Thomas Morgan was implicated.[198] In April, Mary was placed in the stricter custody of Sir Amias Paulet.[199] At Christmas, she was moved to a moated manor house at Chartley.[200]
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On 11 August 1586, after being implicated in the Babington Plot, Mary was arrested while out riding and taken to Tixall.[201] In a successful attempt to entrap her, Walsingham had deliberately arranged for Mary's letters to be smuggled out of Chartley. Mary was misled into thinking her letters were secure, while in reality they were deciphered and read by Walsingham.[202] From these letters it was clear that Mary had sanctioned the attempted assassination of Elizabeth.[203]
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Mary was moved to Fotheringhay Castle in a four-day journey ending on 25 September. In October, she was put on trial for treason under the Act for the Queen's Safety before a court of 36 noblemen,[204] including Cecil, Shrewsbury, and Walsingham.[205][206] Spirited in her defence, Mary denied the charges.[207] She told her triers, "Look to your consciences and remember that the theatre of the whole world is wider than the kingdom of England".[208] She protested that she had been denied the opportunity to review the evidence, that her papers had been removed from her, that she was denied access to legal counsel and that as a foreign anointed queen she had never been an English subject and thus could not be convicted of treason.[209]
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She was convicted on 25 October and sentenced to death with only one commissioner, Lord Zouche, expressing any form of dissent.[210] Nevertheless, Elizabeth hesitated to order her execution, even in the face of pressure from the English Parliament to carry out the sentence. She was concerned that the killing of a queen set a discreditable precedent and was fearful of the consequences, especially if, in retaliation, Mary's son, James, formed an alliance with the Catholic powers and invaded England.[211]
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Elizabeth asked Paulet, Mary's final custodian, if he would contrive a clandestine way to "shorten the life" of Mary, which he refused to do on the grounds that he would not make "a shipwreck of my conscience, or leave so great a blot on my poor posterity".[212] On 1 February 1587, Elizabeth signed the death warrant, and entrusted it to William Davison, a privy councillor.[213] On 3 February,[214] ten members of the Privy Council of England, having been summoned by Cecil without Elizabeth's knowledge, decided to carry out the sentence at once.[215]
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At Fotheringhay, on the evening of 7 February 1587, Mary was told she was to be executed the next morning.[216] She spent the last hours of her life in prayer, distributing her belongings to her household, and writing her will and a letter to the King of France.[217] The scaffold that was erected in the Great Hall was draped in black cloth. It was reached by two or three steps, and furnished with the block, a cushion for her to kneel on, and three stools for her and the earls of Shrewsbury and Kent, who were there to witness the execution.[218]
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The executioner Bull and his assistant knelt before her and asked forgiveness, as it was typical for the executioner to request the pardon of the one being put to death. Mary replied, "I forgive you with all my heart, for now, I hope, you shall make an end of all my troubles."[219] Her servants, Jane Kennedy and Elizabeth Curle, and the executioners helped Mary remove her outer garments, revealing a velvet petticoat and a pair of sleeves in crimson brown, the liturgical colour of martyrdom in the Catholic Church,[220] with a black satin bodice and black trimmings.[221] As she disrobed Mary smiled and said she "never had such grooms before ... nor ever put off her clothes before such a company".[222] She was blindfolded by Kennedy with a white veil embroidered in gold, knelt down on the cushion in front of the block on which she positioned her head, and stretched out her arms. Her last words were, In manus tuas, Domine, commendo spiritum meum ("Into thy hands, O Lord, I commend my spirit").[223]
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Mary was not beheaded with a single strike. The first blow missed her neck and struck the back of her head. The second blow severed the neck, except for a small bit of sinew, which the executioner cut through using the axe. Afterwards, he held her head aloft and declared, "God save the Queen." At that moment, the auburn tresses in his hand turned out to be a wig and the head fell to the ground, revealing that Mary had very short, grey hair.[224] Cecil's nephew, who was present at the execution, reported to his uncle that after her death "Her lips stirred up and down a quarter of an hour after her head was cut off" and that a small dog owned by the queen emerged from hiding among her skirts[225]—though eye-witness Emanuel Tomascon does not include those details in his "exhaustive report".[226] Items supposedly worn or carried by Mary at her execution are of doubtful provenance;[227] contemporary accounts state that all her clothing, the block, and everything touched by her blood was burnt in the fireplace of the Great Hall to obstruct relic hunters.[225]
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When the news of the execution reached Elizabeth, she became indignant and asserted that Davison had disobeyed her instructions not to part with the warrant and that the Privy Council had acted without her authority.[228] Elizabeth's vacillation and deliberately vague instructions gave her plausible deniability to attempt to avoid the direct stain of Mary's blood.[229] Davison was arrested, thrown into the Tower of London, and found guilty of misprision. He was released nineteen months later, after Cecil and Walsingham interceded on his behalf.[230]
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Mary's request to be buried in France was refused by Elizabeth.[231] Her body was embalmed and left in a secure lead coffin until her burial in a Protestant service at Peterborough Cathedral in late July 1587.[232] Her entrails, removed as part of the embalming process, were buried secretly within Fotheringhay Castle.[233] Her body was exhumed in 1612 when her son, King James VI and I, ordered that she be reinterred in Westminster Abbey in a chapel opposite the tomb of Elizabeth.[234] In 1867, her tomb was opened in an attempt to ascertain the resting place of James I. He was ultimately found with Henry VII. Many of her other descendants, including Elizabeth of Bohemia, Prince Rupert of the Rhine and the children of Anne, Queen of Great Britain, were interred in her vault.[235]
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Assessments of Mary in the sixteenth century divided between Protestant reformers such as George Buchanan and John Knox, who vilified her mercilessly, and Catholic apologists such as Adam Blackwood, who praised, defended and eulogised her.[236] After the accession of James I in England, historian William Camden wrote an officially sanctioned biography that drew from original documents. It condemned Buchanan's work as an invention,[237] and "emphasized Mary's evil fortunes rather than her evil character".[238] Differing interpretations persisted into the eighteenth century: William Robertson and David Hume argued that the casket letters were genuine and that Mary was guilty of adultery and murder, while William Tytler argued the reverse.[239] In the latter half of the twentieth century, the work of Antonia Fraser was acclaimed as "more objective ... free from the excesses of adulation or attack" that had characterised older biographies,[240] and her contemporaries Gordon Donaldson and Ian B. Cowan also produced more balanced works.[241]
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Historian Jenny Wormald concluded that Mary was a tragic failure, who was unable to cope with the demands placed on her,[242] but hers was a rare dissenting view in a post-Fraser tradition that Mary was a pawn in the hands of scheming noblemen.[243] There is no concrete proof of her complicity in Darnley's murder or of a conspiracy with Bothwell. Such accusations rest on assumptions,[244] and Buchanan's biography is today discredited as "almost complete fantasy".[245] Mary's courage at her execution helped establish her popular image as the heroic victim in a dramatic tragedy.[246]
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Mary, Queen of Scots (8 December 1542 – 8 February 1587), also known as Mary Stuart[3] or Mary I of Scotland, reigned over Scotland from 14 December 1542 to 24 July 1567.
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Mary, the only surviving legitimate child of King James V of Scotland, was six days old when her father died and she acceded to the throne. She spent most of her childhood in France while Scotland was ruled by regents, and in 1558, she married the Dauphin of France, Francis. Mary was queen consort of France from his accession in 1559 until his death in December 1560. Widowed, Mary returned to Scotland, arriving in Leith on 19 August 1561. Four years later, she married her half-cousin, Henry Stuart, Lord Darnley, and in June 1566 they had a son, James.
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In February 1567, Darnley's residence was destroyed by an explosion, and he was found murdered in the garden. James Hepburn, 4th Earl of Bothwell, was generally believed to have orchestrated Darnley's death, but he was acquitted of the charge in April 1567, and the following month he married Mary. Following an uprising against the couple, Mary was imprisoned in Loch Leven Castle. On 24 July 1567, she was forced to abdicate in favour of her one-year-old son. After an unsuccessful attempt to regain the throne, she fled southward seeking the protection of her first cousin once removed, Queen Elizabeth I of England.
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Mary had once claimed Elizabeth's throne as her own and was considered the legitimate sovereign of England by many English Catholics, including participants in a rebellion known as the Rising of the North. Perceiving Mary as a threat, Elizabeth had her confined in various castles and manor houses in the interior of England. After eighteen and a half years in custody, Mary was found guilty of plotting to assassinate Elizabeth in 1586, and was beheaded the following year at Fotheringhay Castle.
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Mary was born on 8 December 1542 at Linlithgow Palace, Scotland, to King James V and his French second wife, Mary of Guise. She was said to have been born prematurely and was the only legitimate child of James to survive him.[4] She was the great-niece of King Henry VIII of England, as her paternal grandmother, Margaret Tudor, was Henry VIII's sister. On 14 December, six days after her birth, she became Queen of Scotland when her father died, perhaps from the effects of a nervous collapse following the Battle of Solway Moss[5] or from drinking contaminated water while on campaign.[6]
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A popular tale, first recorded by John Knox, states that James, upon hearing on his deathbed that his wife had given birth to a daughter, ruefully exclaimed, "It cam wi' a lass and it will gang wi' a lass!"[7] His House of Stuart had gained the throne of Scotland in the 14th century via the marriage of Marjorie Bruce, daughter of Robert the Bruce, to Walter Stewart, 6th High Steward of Scotland. The crown had come to his family through a woman, and would be lost from his family through a woman. This legendary statement came true much later—not through Mary, but through her descendant Anne, Queen of Great Britain.[8]
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Mary was christened at the nearby Church of St Michael shortly after she was born.[9] Rumours spread that she was weak and frail,[10] but an English diplomat, Ralph Sadler, saw the infant at Linlithgow Palace in March 1543, unwrapped by her nurse, and wrote, "it is as goodly a child as I have seen of her age, and as like to live."[11]
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As Mary was an infant when she inherited the throne, Scotland was ruled by regents until she became an adult. From the outset, there were two claims to the regency: one from the Catholic Cardinal Beaton, and the other from the Protestant Earl of Arran, who was next in line to the throne. Beaton's claim was based on a version of the king's will that his opponents dismissed as a forgery.[12] Arran, with the support of his friends and relations, became the regent until 1554 when Mary's mother managed to remove and succeed him.[13]
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King Henry VIII of England took the opportunity of the regency to propose marriage between Mary and his own son and heir, Edward, hoping for a union of Scotland and England. On 1 July 1543, when Mary was six months old, the Treaty of Greenwich was signed, which promised that, at the age of ten, Mary would marry Edward and move to England, where Henry could oversee her upbringing.[14] The treaty provided that the two countries would remain legally separate and, if the couple should fail to have children, the temporary union would dissolve.[15] Cardinal Beaton rose to power again and began to push a pro-Catholic pro-French agenda, angering Henry, who wanted to break the Scottish alliance with France.[16]
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Beaton wanted to move Mary away from the coast to the safety of Stirling Castle. Regent Arran resisted the move, but backed down when Beaton's armed supporters gathered at Linlithgow.[17] The Earl of Lennox escorted Mary and her mother to Stirling on 27 July 1543 with 3,500 armed men.[18] Mary was crowned in the castle chapel on 9 September 1543,[19] with "such solemnity as they do use in this country, which is not very costly", according to the report of Ralph Sadler and Henry Ray.[20]
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Shortly before Mary's coronation, Henry arrested Scottish merchants headed for France and impounded their goods. The arrests caused anger in Scotland, and Arran joined Beaton and became a Catholic.[21] The Treaty of Greenwich was rejected by the Parliament of Scotland in December.[22] The rejection of the marriage treaty and the renewal of the alliance between France and Scotland prompted Henry's "Rough Wooing", a military campaign designed to impose the marriage of Mary to his son. English forces mounted a series of raids on Scottish and French territory.[23] In May 1544, the English Earl of Hertford (later Duke of Somerset) raided Edinburgh, and the Scots took Mary to Dunkeld for safety.[24]
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In May 1546, Beaton was murdered by Protestant lairds,[25] and on 10 September 1547, nine months after the death of Henry VIII, the Scots suffered a heavy defeat at the Battle of Pinkie. Mary's guardians, fearful for her safety, sent her to Inchmahome Priory for no more than three weeks, and turned to the French for help.[26]
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King Henry II of France proposed to unite France and Scotland by marrying the young queen to his three-year-old son, the Dauphin Francis. On the promise of French military help and a French dukedom for himself, Arran agreed to the marriage.[27] In February 1548, Mary was moved, again for her safety, to Dumbarton Castle.[28] The English left a trail of devastation behind them once more and seized the strategic town of Haddington. In June, the much awaited French help arrived at Leith to besiege and ultimately take Haddington. On 7 July 1548, a Scottish Parliament held at a nunnery near the town agreed to the French marriage treaty.[29]
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With her marriage agreement in place, five-year-old Mary was sent to France to spend the next thirteen years at the French court. The French fleet sent by Henry II, commanded by Nicolas de Villegagnon, sailed with Mary from Dumbarton on 7 August 1548 and arrived a week or more later at Roscoff or Saint-Pol-de-Léon in Brittany.[30]
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Mary was accompanied by her own court including two illegitimate half-brothers, and the "four Marys" (four girls her own age, all named Mary), who were the daughters of some of the noblest families in Scotland: Beaton, Seton, Fleming, and Livingston.[31] Janet, Lady Fleming, who was Mary Fleming's mother and James V's half-sister, was appointed governess.[32] When Lady Fleming left France in 1551, she was succeeded by a French governess, Françoise de Paroy.
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Vivacious, beautiful, and clever (according to contemporary accounts), Mary had a promising childhood.[33] At the French court, she was a favourite with everyone, except Henry II's wife Catherine de' Medici.[34] Mary learned to play lute and virginals, was competent in prose, poetry, horsemanship, falconry, and needlework, and was taught French, Italian, Latin, Spanish, and Greek, in addition to speaking her native Scots.[35] Her future sister-in-law, Elisabeth of Valois, became a close friend of whom Mary "retained nostalgic memories in later life".[36] Mary's maternal grandmother, Antoinette de Bourbon, was another strong influence on her childhood[37] and acted as one of her principal advisors.[38]
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Portraits of Mary show that she had a small, oval-shaped head, a long, graceful neck, bright auburn hair, hazel-brown eyes, under heavy lowered eyelids and finely arched brows, smooth pale skin, a high forehead, and regular, firm features. She was considered a pretty child and later, as a woman, strikingly attractive.[39] At some point in her infancy or childhood, she caught smallpox, but it did not mark her features.[40]
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Mary was eloquent, and especially tall by sixteenth-century standards (she attained an adult height of 5 feet 11 inches or 1.80 m);[41] while Henry II's son and heir, Francis, stuttered and was unusually short. Henry commented: "from the very first day they met, my son and she got on as well together as if they had known each other for a long time".[42] On 4 April 1558, Mary signed a secret agreement bequeathing Scotland and her claim to England to the French crown if she died without issue.[43] Twenty days later, she married the Dauphin at Notre Dame de Paris, and he became king consort of Scotland.[44][45]
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In November 1558, Henry VIII's elder daughter, Mary I of England, was succeeded by her only surviving sibling, Elizabeth I. Under the Third Succession Act, passed in 1543 by the Parliament of England, Elizabeth was recognised as her sister's heir, and Henry VIII's last will and testament had excluded the Stuarts from succeeding to the English throne. Yet, in the eyes of many Catholics, Elizabeth was illegitimate and Mary Stuart was the rightful queen of England, as the senior surviving legitimate descendant of Henry VII through her grandmother, Margaret Tudor.[46] Henry II of France proclaimed his eldest son and daughter-in-law king and queen of England. In France the royal arms of England were quartered with those of Francis and Mary.[47] Mary's claim to the English throne was a perennial sticking point between herself and Elizabeth.[48]
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When Henry II died on 10 July 1559, from injuries sustained in a joust, fifteen-year-old Francis and sixteen-year-old Mary became king and queen of France.[49] Two of the Queen's uncles, the Duke of Guise and the Cardinal of Lorraine, were now dominant in French politics,[50] enjoying an ascendancy called by some historians la tyrannie Guisienne.[51]
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In Scotland, the power of the Protestant Lords of the Congregation was rising at the expense of Mary's mother, who maintained effective control only through the use of French troops.[52] In early 1560, the Protestant Lords invited English troops into Scotland in an attempt to secure Protestantism. A Huguenot uprising in France, the Tumult of Amboise, made it impossible for the French to send further support.[53] Instead, the Guise brothers sent ambassadors to negotiate a settlement.[54] On 11 June 1560, their sister, Mary's mother, died, and so the question of future Franco-Scots relations was a pressing one. Under the terms of the Treaty of Edinburgh, signed by Mary's representatives on 6 July 1560, France and England undertook to withdraw troops from Scotland. France recognised Elizabeth's right to rule England, but the seventeen-year-old Mary, still in France and grieving for her mother, refused to ratify the treaty.[55]
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King Francis II died on 5 December 1560, of a middle ear infection that led to an abscess in his brain. Mary was grief-stricken.[57] Her mother-in-law, Catherine de' Medici, became regent for the late king's ten-year-old brother Charles IX, who inherited the French throne.[58] Mary returned to Scotland nine months later, arriving in Leith on 19 August 1561.[59] Having lived in France since the age of five, Mary had little direct experience of the dangerous and complex political situation in Scotland.[60] As a devout Catholic, she was regarded with suspicion by many of her subjects, as well as by the Queen of England.[61] Scotland was torn between Catholic and Protestant factions. Mary's illegitimate half-brother, the Earl of Moray, was a leader of the Protestants.[62] The Protestant reformer John Knox preached against Mary, condemning her for hearing Mass, dancing, and dressing too elaborately.[63] She summoned him to her presence to remonstrate with him but was unsuccessful. She later charged him with treason but he was acquitted and released.[64]
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To the surprise and dismay of the Catholic party, Mary tolerated the newly established Protestant ascendancy,[65] and kept her half-brother Moray as her chief advisor.[66] Her privy council of 16 men, appointed on 6 September 1561, retained those who already held the offices of state. The council was dominated by the Protestant leaders from the reformation crisis of 1559–1560: the Earls of Argyll, Glencairn, and Moray. Only four of the councillors were Catholic: the Earls of Atholl, Erroll, Montrose, and Huntly, who was Lord Chancellor.[67] Modern historian Jenny Wormald found this remarkable and suggested that Mary's failure to appoint a council sympathetic to Catholic and French interests was an indication of her focus on the English throne, over the internal problems of Scotland. Even the one significant later addition to the council, Lord Ruthven in December 1563, was another Protestant whom Mary personally disliked.[68] In this, she was acknowledging her lack of effective military power in the face of the Protestant lords, while also following a policy that strengthened her links with England. She joined with Moray in the destruction of Scotland's leading Catholic magnate, Lord Huntly, in 1562, after he led a rebellion against her in the Highlands.[69]
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Mary sent William Maitland of Lethington as an ambassador to the English court to put the case for Mary as the heir presumptive to the English throne. Elizabeth refused to name a potential heir, fearing that would invite conspiracy to displace her with the nominated successor.[70] However, she assured Maitland that she knew no one with a better claim than Mary.[71] In late 1561 and early 1562, arrangements were made for the two queens to meet in England at York or Nottingham in August or September 1562. In July, Elizabeth sent Sir Henry Sidney to cancel Mary's visit because of the civil war in France.[72]
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Mary then turned her attention to finding a new husband from the royalty of Europe. When her uncle, the Cardinal of Lorraine, began negotiations with Archduke Charles of Austria without her consent, she angrily objected and the negotiations foundered.[73] Her own attempt to negotiate a marriage to Don Carlos, the mentally unstable heir apparent of King Philip II of Spain, was rebuffed by Philip.[74] Elizabeth attempted to neutralise Mary by suggesting that she marry English Protestant Robert Dudley, 1st Earl of Leicester. Dudley was Sir Henry Sidney's brother-in-law and the English queen's own favourite, whom Elizabeth trusted and thought she could control.[75] She sent an ambassador, Thomas Randolph, to tell Mary that if she married an English nobleman, Elizabeth would "proceed to the inquisition of her right and title to be our next cousin and heir".[76] The proposal came to nothing, not least because the intended bridegroom was unwilling.[77]
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In contrast, a French poet at Mary's court, Pierre de Boscosel de Chastelard, was apparently besotted with Mary.[78] In early 1563, he was discovered during a security search hidden underneath her bed, apparently planning to surprise her when she was alone and declare his love for her. Mary was horrified and banished him from Scotland. He ignored the edict. Two days later, he forced his way into her chamber as she was about to disrobe. She reacted with fury and fear. When Moray rushed into the room after hearing her cries for help, she shouted, "Thrust your dagger into the villain!" Moray refused, as Chastelard was already under restraint. Chastelard was tried for treason and beheaded.[79] Maitland claimed that Chastelard's ardour was feigned and that he was part of a Huguenot plot to discredit Mary by tarnishing her reputation.[80]
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Mary had briefly met her English-born half-cousin Henry Stuart, Lord Darnley, in February 1561 when she was in mourning for Francis. Darnley's parents, the Earl and Countess of Lennox, were Scottish aristocrats as well as English landowners. They sent him to France ostensibly to extend their condolences, while hoping for a potential match between their son and Mary.[81] Both Mary and Darnley were grandchildren of Margaret Tudor, sister of Henry VIII of England, and patrilineal descendants of the High Stewards of Scotland.
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Darnley shared a more recent Stewart lineage with the Hamilton family as a descendant of Mary Stewart, Countess of Arran, a daughter of James II of Scotland. They next met on Saturday 17 February 1565 at Wemyss Castle in Scotland.[82] Mary fell in love with the "long lad", as Queen Elizabeth called him since he was over six feet tall.[83] They married at Holyrood Palace on 29 July 1565, even though both were Catholic and a papal dispensation for the marriage of first cousins had not been obtained.[84][85]
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English statesmen William Cecil and the Earl of Leicester had worked to obtain Darnley's licence to travel to Scotland from his home in England.[86] Although her advisors had brought the couple together, Elizabeth felt threatened by the marriage because as descendants of her aunt, both Mary and Darnley were claimants to the English throne.[87] Their children, if any, would inherit an even stronger, combined claim.[88] Mary's insistence on the marriage seems to have stemmed from passion rather than calculation; the English ambassador Nicholas Throckmorton stated "the saying is that surely she [Queen Mary] is bewitched",[89] adding that the marriage could only be averted "by violence".[90] The union infuriated Elizabeth, who felt the marriage should not have gone ahead without her permission, as Darnley was both her cousin and an English subject.[91]
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Mary's marriage to a leading Catholic precipitated Mary's half-brother, the Earl of Moray, to join with other Protestant lords, including Lords Argyll and Glencairn, in open rebellion.[92] Mary set out from Edinburgh on 26 August 1565 to confront them. On the 30th, Moray entered Edinburgh but left soon afterward, having failed to take the castle. Mary returned to Edinburgh the following month to raise more troops.[93] In what became known as the Chaseabout Raid, Mary and her forces and Moray and the rebellious lords roamed around Scotland without ever engaging in direct combat. Mary's numbers were boosted by the release and restoration to favour of Lord Huntly's son and the return of James Hepburn, 4th Earl of Bothwell, from exile in France.[94] Unable to muster sufficient support, Moray left Scotland in October for asylum in England.[95] Mary broadened her privy council, bringing in both Catholics (Bishop of Ross John Lesley and provost of Edinburgh Simon Preston of Craigmillar) and Protestants (the new Lord Huntly, Bishop of Galloway Alexander Gordon, John Maxwell of Terregles and Sir James Balfour).[96]
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Before long, Darnley grew arrogant. Not content with his position as king consort, he demanded the Crown Matrimonial, which would have made him a co-sovereign of Scotland with the right to keep the Scottish throne for himself, if he outlived his wife.[97] Mary refused his request and their marriage grew strained, although they conceived by October 1565. He was jealous of her friendship with her Catholic private secretary, David Rizzio, who was rumoured to be the father of her child.[98] By March 1566, Darnley had entered into a secret conspiracy with Protestant lords, including the nobles who had rebelled against Mary in the Chaseabout Raid.[99] On 9 March, a group of the conspirators accompanied by Darnley murdered Rizzio in front of the pregnant Mary at a dinner party in Holyrood Palace.[100] Over the next two days, a disillusioned Darnley switched sides and Mary received Moray at Holyrood.[101] On the night of 11–12 March, Darnley and Mary escaped from the palace. They took temporary refuge in Dunbar Castle before returning to Edinburgh on 18 March.[102] The former rebels Lords Moray, Argyll and Glencairn were restored to the council.[103]
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Mary's son by Darnley, James, was born on 19 June 1566 in Edinburgh Castle. However, the murder of Rizzio led inevitably to the breakdown of her marriage.[104] In October 1566, while staying at Jedburgh in the Scottish Borders, Mary made a journey on horseback of at least four hours each way to visit the Earl of Bothwell at Hermitage Castle, where he lay ill from wounds sustained in a skirmish with border reivers.[105] The ride was later used as evidence by Mary's enemies that the two were lovers, though no suspicions were voiced at the time and Mary had been accompanied by her councillors and guards.[106]
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Immediately after her return to Jedburgh, she suffered a serious illness that included frequent vomiting, loss of sight, loss of speech, convulsions and periods of unconsciousness. She was thought to be dying. Her recovery from 25 October onwards was credited to the skill of her French physicians.[107] The cause of her illness is unknown. Potential diagnoses include physical exhaustion and mental stress,[108] haemorrhage of a gastric ulcer[109] and porphyria.[110]
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At Craigmillar Castle, near Edinburgh, at the end of November 1566, Mary and leading nobles held a meeting to discuss the "problem of Darnley".[111] Divorce was discussed, but a bond was probably sworn between the lords present to remove Darnley by other means:[112] "It was thought expedient and most profitable for the common wealth ... that such a young fool and proud tyrant should not reign or bear rule over them; ... that he should be put off by one way or another; and whosoever should take the deed in hand or do it, they should defend."[113] Darnley feared for his safety, and after the baptism of his son at Stirling and shortly before Christmas, he went to Glasgow to stay on his father's estates.[114] At the start of the journey, he was afflicted by a fever—possibly smallpox, syphilis or the result of poison. He remained ill for some weeks.[115]
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In late January 1567, Mary prompted her husband to return to Edinburgh. He recuperated from his illness in a house belonging to the brother of Sir James Balfour at the former abbey of Kirk o' Field, just within the city wall.[116] Mary visited him daily, so that it appeared a reconciliation was in progress.[117] On the night of 9–10 February 1567, Mary visited her husband in the early evening and then attended the wedding celebrations of a member of her household, Bastian Pagez.[118] In the early hours of the morning, an explosion devastated Kirk o' Field. Darnley was found dead in the garden, apparently smothered.[119] There were no visible marks of strangulation or violence on the body.[120][121] Bothwell, Moray, Secretary Maitland, the Earl of Morton and Mary herself were among those who came under suspicion.[122] Elizabeth wrote to Mary of the rumours:
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I should ill fulfil the office of a faithful cousin or an affectionate friend if I did not ... tell you what all the world is thinking. Men say that, instead of seizing the murderers, you are looking through your fingers while they escape; that you will not seek revenge on those who have done you so much pleasure, as though the deed would never have taken place had not the doers of it been assured of impunity. For myself, I beg you to believe that I would not harbour such a thought.[123]
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By the end of February, Bothwell was generally believed to be guilty of Darnley's assassination.[124] Lennox, Darnley's father, demanded that Bothwell be tried before the Estates of Parliament, to which Mary agreed, but Lennox's request for a delay to gather evidence was denied. In the absence of Lennox and with no evidence presented, Bothwell was acquitted after a seven-hour trial on 12 April.[125] A week later, Bothwell managed to convince more than two dozen lords and bishops to sign the Ainslie Tavern Bond, in which they agreed to support his aim to marry the queen.[126]
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Between 21 and 23 April 1567, Mary visited her son at Stirling for the last time. On her way back to Edinburgh on 24 April, Mary was abducted, willingly or not, by Lord Bothwell and his men and taken to Dunbar Castle, where he may have raped her.[127] On 6 May, Mary and Bothwell returned to Edinburgh. On 15 May, at either Holyrood Palace or Holyrood Abbey, they were married according to Protestant rites.[128] Bothwell and his first wife, Jean Gordon, who was the sister of Lord Huntly, had divorced twelve days previously.[129]
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Originally, Mary believed that many nobles supported her marriage, but relations quickly soured between the newly elevated Bothwell (created Duke of Orkney) and his former peers and the marriage proved to be deeply unpopular. Catholics considered the marriage unlawful, since they did not recognise Bothwell's divorce or the validity of the Protestant service. Both Protestants and Catholics were shocked that Mary should marry the man accused of murdering her husband.[130] The marriage was tempestuous, and Mary became despondent.[131]
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Twenty-six Scottish peers, known as the confederate lords, turned against Mary and Bothwell and raised their own army. Mary and Bothwell confronted the lords at Carberry Hill on 15 June, but there was no battle, as Mary's forces dwindled away through desertion during negotiations.[132] Bothwell was given safe passage from the field. The lords took Mary to Edinburgh, where crowds of spectators denounced her as an adulteress and murderer.[133] The following night, she was imprisoned in Loch Leven Castle on an island in the middle of Loch Leven.[134] Between 20 and 23 July, Mary miscarried twins.[135] On 24 July, she was forced to abdicate in favour of her one-year-old son James.[136] Moray was made regent,[137] while Bothwell was driven into exile. He was imprisoned in Denmark, became insane and died in 1578.[138]
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On 2 May 1568, Mary escaped from Loch Leven Castle with the aid of George Douglas, brother of Sir William Douglas, the castle's owner.[139] Managing to raise an army of 6,000 men, she met Moray's smaller forces at the Battle of Langside on 13 May.[140] Defeated, she fled south. After spending the night at Dundrennan Abbey, she crossed the Solway Firth into England by fishing boat on 16 May.[141] She landed at Workington in Cumberland in the north of England and stayed overnight at Workington Hall.[142] On 18 May, local officials took her into protective custody at Carlisle Castle.[143]
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Mary apparently expected Elizabeth to help her regain her throne.[144] Elizabeth was cautious, ordering an inquiry into the conduct of the confederate lords and the question of whether Mary was guilty of Darnley's murder.[145] In mid-July 1568, English authorities moved Mary to Bolton Castle, because it was further from the Scottish border but not too close to London.[146] Mary's clothes, sent from Lochleven Castle, arrived on 20 July.[147] A commission of inquiry, or conference, as it was known, was held in York and later Westminster between October 1568 and January 1569.[148] In Scotland, her supporters fought a civil war against Regent Moray and his successors.[149]
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As an anointed queen, Mary refused to acknowledge the power of any court to try her. She refused to attend the inquiry at York personally but sent representatives. Elizabeth forbade her attendance anyway.[150] As evidence against Mary, Moray presented the so-called casket letters[151]—eight unsigned letters purportedly from Mary to Bothwell, two marriage contracts, and a love sonnet or sonnets. All were said to have been found in a silver-gilt casket just less than one foot (30 cm) long and decorated with the monogram of King Francis II.[152] Mary denied writing them and insisted they were forgeries,[153] arguing that her handwriting was not difficult to imitate.[154] They are widely believed to be crucial as to whether Mary shares the guilt for Darnley's murder.[155] The chair of the commission of inquiry, the Duke of Norfolk, described them as horrible letters and diverse fond ballads. He sent copies to Elizabeth, saying that if they were genuine, they might prove Mary's guilt.[156]
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The authenticity of the casket letters has been the source of much controversy among historians. It is impossible now to prove either way. The originals, written in French, were possibly destroyed in 1584 by Mary's son.[157] The surviving copies, in French or translated into English, do not form a complete set. There are incomplete printed transcriptions in English, Scots, French, and Latin from the 1570s.[158] Other documents scrutinised included Bothwell's divorce from Jean Gordon. Moray had sent a messenger in September to Dunbar to get a copy of the proceedings from the town's registers.[159]
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Mary's biographers, such as Antonia Fraser, Alison Weir, and John Guy, have come to the conclusion that either the documents were complete forgeries,[160] or incriminating passages were inserted into genuine letters,[161] or the letters were written to Bothwell by a different person or written by Mary to a different person.[162] Guy points out that the letters are disjointed and that the French language and grammar employed in the sonnets are too poor for a writer with Mary's education.[163] But certain phrases of the letters, including verses in the style of Ronsard, and some characteristics of style are compatible with known writings by Mary.[164]
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The casket letters did not appear publicly until the Conference of 1568, although the Scottish privy council had seen them by December 1567.[165] Mary had been forced to abdicate and held captive for the better part of a year in Scotland. The letters were never made public to support her imprisonment and forced abdication. Historian Jenny Wormald believes this reluctance on the part of the Scots to produce the letters and their destruction in 1584, whatever their content, constitute proof that they contained real evidence against Mary.[166] In contrast, Weir thinks it demonstrates that the lords required time to fabricate them.[167] At least some of Mary's contemporaries who saw the letters had no doubt that they were genuine. Among them was the Duke of Norfolk,[168] who secretly conspired to marry Mary in the course of the commission, although he denied it when Elizabeth alluded to his marriage plans, saying "he meant never to marry with a person, where he could not be sure of his pillow".[169]
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The majority of the commissioners accepted the casket letters as genuine after a study of their contents and comparison of the penmanship with examples of Mary's handwriting.[170] Elizabeth, as she had wished, concluded the inquiry with a verdict that nothing was proven against either the confederate lords or Mary.[171] For overriding political reasons, Elizabeth wished neither to convict nor to acquit Mary of murder. There was never any intention to proceed judicially; the conference was intended as a political exercise. In the end, Moray returned to Scotland as regent and Mary remained in custody in England. Elizabeth had succeeded in maintaining a Protestant government in Scotland, without either condemning or releasing her fellow sovereign.[172] In Fraser's opinion, it was one of the strangest "trials" in legal history, ending with no finding of guilt against either party, one of whom was allowed to return home to Scotland while the other remained in custody.[173]
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On 26 January 1569, Mary was moved to Tutbury Castle[176] and placed in the custody of the Earl of Shrewsbury and his formidable wife Bess of Hardwick.[177] Elizabeth considered Mary's designs on the English throne to be a serious threat and so confined her to Shrewsbury's properties, including Tutbury, Sheffield Castle, Sheffield Manor Lodge, Wingfield Manor, and Chatsworth House,[178] all located in the interior of England, halfway between Scotland and London and distant from the sea.[179]
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Mary was permitted her own domestic staff, which never numbered fewer than sixteen.[180] She needed 30 carts to transport her belongings from house to house.[181] Her chambers were decorated with fine tapestries and carpets, as well as her cloth of state on which she had the French phrase, En ma fin est mon commencement ("In my end lies my beginning"), embroidered.[182] Her bedlinen was changed daily,[183] and her own chefs prepared meals with a choice of 32 dishes served on silver plates.[184] She was occasionally allowed outside under strict supervision,[185] spent seven summers at the spa town of Buxton, and spent much of her time doing embroidery.[186] Her health declined, perhaps through porphyria or lack of exercise. By the 1580s, she had severe rheumatism in her limbs, rendering her lame.[187]
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In May 1569, Elizabeth attempted to mediate the restoration of Mary in return for guarantees of the Protestant religion, but convention held at Perth rejected the deal overwhelmingly.[188] Norfolk continued to scheme for a marriage with Mary, and Elizabeth imprisoned him in the Tower of London between October 1569 and August 1570.[189] Early the following year, Moray was assassinated. His death coincided with a rebellion in the North of England, led by Catholic earls, which persuaded Elizabeth that Mary was a threat. English troops intervened in the Scottish civil war, consolidating the power of the anti-Marian forces.[190] Elizabeth's principal secretaries, Sir Francis Walsingham and William Cecil, Lord Burghley, watched Mary carefully with the aid of spies placed in her household.[191]
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In 1571, Cecil and Walsingham uncovered the Ridolfi Plot, a plan to replace Elizabeth with Mary by the help of Spanish troops and the Duke of Norfolk. Norfolk was executed and the English Parliament introduced a bill barring Mary from the throne, to which Elizabeth refused to give royal assent.[192] To discredit Mary, the casket letters were published in London.[193] Plots centred on Mary continued. Pope Gregory XIII endorsed one plan in the latter half of the 1570s to marry her to the governor of the Low Countries and illegitimate half-brother of Philip II of Spain, John of Austria, who was supposed to organise the invasion of England from the Spanish Netherlands.[194] After the Throckmorton Plot of 1583, Walsingham introduced the Bond of Association and the Act for the Queen's Safety, which sanctioned the killing of anyone who plotted against Elizabeth and aimed to prevent a putative successor from profiting from her murder.[195]
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In 1584, Mary proposed an "association" with her son, James. She announced that she was ready to stay in England, to renounce the Pope's bull of excommunication, and to retire, abandoning her pretensions to the English Crown. She also offered to join an offensive league against France. For Scotland, she proposed a general amnesty, agreed that James should marry with Elizabeth's knowledge, and accepted that there should be no change in religion. Her only condition was the immediate alleviation of the conditions of her captivity. James went along with the idea for a while, but eventually rejected it and signed an alliance treaty with Elizabeth, abandoning his mother.[196] Elizabeth also rejected the association because she did not trust Mary to cease plotting against her during the negotiations.[197]
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In February 1585, William Parry was convicted of plotting to assassinate Elizabeth, without Mary's knowledge, although her agent Thomas Morgan was implicated.[198] In April, Mary was placed in the stricter custody of Sir Amias Paulet.[199] At Christmas, she was moved to a moated manor house at Chartley.[200]
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On 11 August 1586, after being implicated in the Babington Plot, Mary was arrested while out riding and taken to Tixall.[201] In a successful attempt to entrap her, Walsingham had deliberately arranged for Mary's letters to be smuggled out of Chartley. Mary was misled into thinking her letters were secure, while in reality they were deciphered and read by Walsingham.[202] From these letters it was clear that Mary had sanctioned the attempted assassination of Elizabeth.[203]
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Mary was moved to Fotheringhay Castle in a four-day journey ending on 25 September. In October, she was put on trial for treason under the Act for the Queen's Safety before a court of 36 noblemen,[204] including Cecil, Shrewsbury, and Walsingham.[205][206] Spirited in her defence, Mary denied the charges.[207] She told her triers, "Look to your consciences and remember that the theatre of the whole world is wider than the kingdom of England".[208] She protested that she had been denied the opportunity to review the evidence, that her papers had been removed from her, that she was denied access to legal counsel and that as a foreign anointed queen she had never been an English subject and thus could not be convicted of treason.[209]
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She was convicted on 25 October and sentenced to death with only one commissioner, Lord Zouche, expressing any form of dissent.[210] Nevertheless, Elizabeth hesitated to order her execution, even in the face of pressure from the English Parliament to carry out the sentence. She was concerned that the killing of a queen set a discreditable precedent and was fearful of the consequences, especially if, in retaliation, Mary's son, James, formed an alliance with the Catholic powers and invaded England.[211]
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Elizabeth asked Paulet, Mary's final custodian, if he would contrive a clandestine way to "shorten the life" of Mary, which he refused to do on the grounds that he would not make "a shipwreck of my conscience, or leave so great a blot on my poor posterity".[212] On 1 February 1587, Elizabeth signed the death warrant, and entrusted it to William Davison, a privy councillor.[213] On 3 February,[214] ten members of the Privy Council of England, having been summoned by Cecil without Elizabeth's knowledge, decided to carry out the sentence at once.[215]
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At Fotheringhay, on the evening of 7 February 1587, Mary was told she was to be executed the next morning.[216] She spent the last hours of her life in prayer, distributing her belongings to her household, and writing her will and a letter to the King of France.[217] The scaffold that was erected in the Great Hall was draped in black cloth. It was reached by two or three steps, and furnished with the block, a cushion for her to kneel on, and three stools for her and the earls of Shrewsbury and Kent, who were there to witness the execution.[218]
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The executioner Bull and his assistant knelt before her and asked forgiveness, as it was typical for the executioner to request the pardon of the one being put to death. Mary replied, "I forgive you with all my heart, for now, I hope, you shall make an end of all my troubles."[219] Her servants, Jane Kennedy and Elizabeth Curle, and the executioners helped Mary remove her outer garments, revealing a velvet petticoat and a pair of sleeves in crimson brown, the liturgical colour of martyrdom in the Catholic Church,[220] with a black satin bodice and black trimmings.[221] As she disrobed Mary smiled and said she "never had such grooms before ... nor ever put off her clothes before such a company".[222] She was blindfolded by Kennedy with a white veil embroidered in gold, knelt down on the cushion in front of the block on which she positioned her head, and stretched out her arms. Her last words were, In manus tuas, Domine, commendo spiritum meum ("Into thy hands, O Lord, I commend my spirit").[223]
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Mary was not beheaded with a single strike. The first blow missed her neck and struck the back of her head. The second blow severed the neck, except for a small bit of sinew, which the executioner cut through using the axe. Afterwards, he held her head aloft and declared, "God save the Queen." At that moment, the auburn tresses in his hand turned out to be a wig and the head fell to the ground, revealing that Mary had very short, grey hair.[224] Cecil's nephew, who was present at the execution, reported to his uncle that after her death "Her lips stirred up and down a quarter of an hour after her head was cut off" and that a small dog owned by the queen emerged from hiding among her skirts[225]—though eye-witness Emanuel Tomascon does not include those details in his "exhaustive report".[226] Items supposedly worn or carried by Mary at her execution are of doubtful provenance;[227] contemporary accounts state that all her clothing, the block, and everything touched by her blood was burnt in the fireplace of the Great Hall to obstruct relic hunters.[225]
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When the news of the execution reached Elizabeth, she became indignant and asserted that Davison had disobeyed her instructions not to part with the warrant and that the Privy Council had acted without her authority.[228] Elizabeth's vacillation and deliberately vague instructions gave her plausible deniability to attempt to avoid the direct stain of Mary's blood.[229] Davison was arrested, thrown into the Tower of London, and found guilty of misprision. He was released nineteen months later, after Cecil and Walsingham interceded on his behalf.[230]
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Mary's request to be buried in France was refused by Elizabeth.[231] Her body was embalmed and left in a secure lead coffin until her burial in a Protestant service at Peterborough Cathedral in late July 1587.[232] Her entrails, removed as part of the embalming process, were buried secretly within Fotheringhay Castle.[233] Her body was exhumed in 1612 when her son, King James VI and I, ordered that she be reinterred in Westminster Abbey in a chapel opposite the tomb of Elizabeth.[234] In 1867, her tomb was opened in an attempt to ascertain the resting place of James I. He was ultimately found with Henry VII. Many of her other descendants, including Elizabeth of Bohemia, Prince Rupert of the Rhine and the children of Anne, Queen of Great Britain, were interred in her vault.[235]
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Assessments of Mary in the sixteenth century divided between Protestant reformers such as George Buchanan and John Knox, who vilified her mercilessly, and Catholic apologists such as Adam Blackwood, who praised, defended and eulogised her.[236] After the accession of James I in England, historian William Camden wrote an officially sanctioned biography that drew from original documents. It condemned Buchanan's work as an invention,[237] and "emphasized Mary's evil fortunes rather than her evil character".[238] Differing interpretations persisted into the eighteenth century: William Robertson and David Hume argued that the casket letters were genuine and that Mary was guilty of adultery and murder, while William Tytler argued the reverse.[239] In the latter half of the twentieth century, the work of Antonia Fraser was acclaimed as "more objective ... free from the excesses of adulation or attack" that had characterised older biographies,[240] and her contemporaries Gordon Donaldson and Ian B. Cowan also produced more balanced works.[241]
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Historian Jenny Wormald concluded that Mary was a tragic failure, who was unable to cope with the demands placed on her,[242] but hers was a rare dissenting view in a post-Fraser tradition that Mary was a pawn in the hands of scheming noblemen.[243] There is no concrete proof of her complicity in Darnley's murder or of a conspiracy with Bothwell. Such accusations rest on assumptions,[244] and Buchanan's biography is today discredited as "almost complete fantasy".[245] Mary's courage at her execution helped establish her popular image as the heroic victim in a dramatic tragedy.[246]
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en/3682.html.txt
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A sailing ship is a sea-going vessel that uses sails mounted on masts to harness the power of wind and propel the vessel. There is a variety of sail plans that propel sailing ships, employing square-rigged or fore-and-aft sails. Some ships carry square sails on each mast—the brig and full-rigged ship, said to be "ship-rigged" when there are three or more masts.[1] Others carry only fore-and-aft sails on each mast—schooners. Still others employ a combination of square and fore-and aft sails, including the barque, barquentine, and brigantine.[2] Sailing ships developed differently in Asia, which produced the junk and dhow—vessels that incorporated innovations absent in European ships of the time. Technically in the Age of Sail a ship was a specific type of vessel, with a bowsprit and three masts, each of which consists of a lower, top, and topgallant mast.[3]
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Sailing ships with predominantly square rigs became prevalent during the Age of Discovery, when they crossed oceans between continents and around the world. Most sailing ships were merchantmen, but the Age of Sail also saw the development of large fleets of well-armed warships. The Age of Sail waned with the advent of steam-powered ships, which did not depend upon a favourable wind.
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The first sailing vessels were developed for use in the South China Sea and also independently in lands abutting the western Mediterranean Sea by the 2nd millennium BCE. In Asia, early vessels were equipped with crab claw sails—with a spar on the top and bottom of the sail, arranged fore-and-aft when needed. In the Mediterranean, vessels were powered downwind by square sails that supplemented propulsion by oars. Sailing ships evolved differently in the South China Sea and in the Indian Ocean, where fore-and-aft sail plans were developed several centuries into the Common Era. By the time of the Age of Discovery—starting in the 15th century—square-rigged, multi-masted vessels were the norm and were guided by navigation techniques that included the magnetic compass and making sightings of the sun and stars that allowed transoceanic voyages. The Age of Sail reached its peak in the 18th and 19th centuries with large, heavily armed battleships and merchant sailing ships that were able to travel at speeds that exceeded those of the newly introduced steamships. Ultimately, the steamships' independence from the wind and their ability to take shorter routes, passing through the Suez and Panama Canals,[4] made sailing ships uneconomical.
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Initially sails provided supplementary power to ships with oars, because the sails were not designed to sail to windward. In Asia sailing ships were equipped with fore-and-aft rigs that made sailing to windward possible. Later square-rigged vessels too were able to sail to windward, and became the standard for European ships through the Age of Discovery when vessels ventured around Africa to India, to the Americas and around the world. Later during this period—in the late 15th century—"ship-rigged" vessels with multiple square sails on each mast appeared and became common for sailing ships.[5]
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Sailing ships in the Mediterranean region date to 3000 BCE, when Egyptians used a bipod mast to support a single square sail on a vessel that mainly relied on multiple paddlers. Later the mast became a single pole, and paddles were supplanted with oars. Such vessels plied both the Nile and the Mediterranean coast. The inhabitants of Crete had sailing vessels by 1200 BCE. Between 1000 BCE and 400 CE, the Phoenicians, Greeks and Romans developed ships that were powered by square sails, sometimes with oars to supplement their capabilities. Such vessels used a steering oar as a rudder to control direction. Fore-and-aft sails started appearing on sailing vessels in the Mediterranean ca.1200 CE,[5] an influence of rigs introduced in Asia and the Indian Ocean.[6]
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Starting in the 8th century in Denmark, Vikings were building clinker-constructed longships propelled by a single, square sail, when practical, and oars, when necessary.[7] A related craft was the knarr, which plied the Baltic and North Seas, using primarily sail power.[8] The windward edge of the sail was stiffened with a beitass, a pole that fitted into the lower corner of the sail, when sailing close to the wind.[9]
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The first sea-going sailing ships in Asia were developed by the Austronesian peoples from what is now Southern China and Taiwan. Their invention of catamarans, outriggers, and crab claw sails enabled the Austronesian Expansion at around 3000 to 1500 BCE. From Taiwan, they rapidly colonized the islands of Maritime Southeast Asia, then sailed further onwards to Micronesia, Island Melanesia, Polynesia, and Madagascar. Austronesian rigs were distinctive in that they had spars supporting both the upper and lower edges of the sails (and sometimes in between), in contrast to western rigs which only had a spar on the upper edge.[10][11][12]
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Early Austronesian sailors also influenced the development of sailing technologies in Sri Lanka and Southern India through the Austronesian maritime trade network of the Indian Ocean, the precursor to the spice trade route and the maritime silk road.[13]
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Austronesians established the first maritime trade network with ocean-going merchant ships which plied the early trade routes from Southeast Asia from at least 1500 BCE. They reached as far northeast as Japan and as far west as eastern Africa. They colonized Madagascar and their trade routes were the precursors to the spice trade route and the maritime silk road. They mainly facilitated trade of goods from China and Japan to South India, Sri Lanka, the Persian Gulf, and the Red Sea.[13]][14][15] An important invention in this region was the fore-and-aft rig, which made sailing against the wind possible. Such sails may have originated at least several hundred years BCE.[16] Balance lugsails and tanja sails also originated from this region. Vessels with such sails explored and traded along the western coast of Africa. This type of sail propagated to the west and influenced Arab lateen designs.[16]
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Large Austronesian trading ships with as many as four sails were recorded by Han Dynasty (206 BCE – 220 CE) scholars as the kunlun bo (崑崙舶, lit. "ship of the Kunlun people"). They were booked by Chinese Buddhist pilgrims for passage to Southern India and Sri Lanka.[17] Bas reliefs of Sailendran and Srivijayan large merchant ships with various configurations of tanja sails and outriggers are also found in the Borobudur temple, dating back to the 8th century CE.[18][19]
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By the 10th century CE, the Song Dynasty started building the first Chinese junks, which were adopted from the design of the Javanese djongs. The junk rig in particular, became associated with Chinese coast-hugging trading ships.[20][21] Junks in China were constructed from teak with pegs and nails; they featured watertight compartments and acquired center-mounted tillers and rudders.[22] These ships became the basis for the development of Chinese warships during the Mongol Yuan Dynasty, and were used in the unsuccessful Mongol invasions of Japan and Java.[23][24]
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The Ming dynasty (1368–1644) saw the use of junks as long-distance trading vessels. Chinese Admiral Zheng He reportedly sailed to India, Arabia, and southern Africa on a trade and diplomatic mission.[25][26] Literary lore suggests that his largest vessel, the "Treasure Ship", measured 400 feet (120 m) in length and 150 feet (46 m) in width, whereas modern research suggests that it was unlikely to have exceeded 200 feet (61 m) in length.[27]
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The Indian Ocean was the venue for increasing trade between India and Africa between 1200 and 1500. The vessels employed would be classified as dhows with lateen rigs. During this interval such vessels grew in capacity from 100 to 400 tonnes. Dhows were often built with teak planks from India and Southeast Asia, sewn together with coconut husk fiber—no nails were employed. This period also saw the implementation of center-mounted rudders, controlled with a tiller.[28]
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Technological advancements that were important to the Age of Discovery in the 15th century were the adoption of the magnetic compass and advances in ship design.
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The compass was an addition to the ancient method of navigation based on sightings of the sun and stars. The compass was invented by Chinese. It had been used for navigation in China by the 11th century and was adopted by the Arab traders in the Indian Ocean. The compass spread to Europe by the late 12th or early 13th century.[6] Use of the compass for navigation in the Indian Ocean was first mentioned in 1232.[20] The Europeans used a "dry" compass, with a needle on a pivot. The compass card was also a European invention.[20]
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At the beginning of the 15th century, the carrack was the most capable European ocean-going ship. It was carvel-built and large enough to be stable in heavy seas. It was capable of carrying a large cargo and the provisions needed for very long voyages. Later carracks were square-rigged on the foremast and mainmast and lateen-rigged on the mizzenmast. They had a high rounded stern with large aftcastle, forecastle and bowsprit at the stem. As the predecessor of the galleon, the carrack was one of the most influential ship designs in history; while ships became more specialized in the following centuries, the basic design remained unchanged throughout this period.[29]
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Ships of this era were only able to sail approximately 70° into the wind and tacked from one side to the other across the wind with difficulty, which made it challenging to avoid shipwrecks when near shores or shoals during storms.[30] Nonetheless, such vessels reached India around Africa with Vasco da Gama,[31] the Americas with Christopher Columbus,[32] and around the world under Ferdinand Magellan.[33]
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Sailing ships became longer and faster over time, with ship-rigged vessels carrying taller masts with more square sails. Other sail plans emerged, as well, that had just fore-and-aft sails (schooners), or a mixture of the two (brigantines, barques and barquentines).[5]
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Cannon were present in the 14th century, but did not become common at sea until they could be reloaded quickly enough to be reused in the same battle. The size of a ship required to carry a large number of cannon made oar-based propulsion impossible, and warships came to rely primarily on sails. The sailing man-of-war emerged during the 16th century.[34]
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By the middle of the 17th century, warships were carrying increasing numbers of cannon on three decks. Naval tactics evolved to bring each ship's firepower to bear in a line of battle—coordinated movements of a fleet of warships to engage a line of ships in the enemy fleet.[35] Carracks with a single cannon deck evolved into galleons with as many as two full cannon decks,[36] which evolved into the man-of-war, and further into the ship of the line—designed for engaging the enemy in a line of battle. One side of a ship was expected to shoot broadsides against an enemy ship at close range.[35] In the 18th century, the small and fast frigate and sloop-of-war—too small to stand in the line of battle—evolved to convoy trade, scout for enemy ships and blockade enemy coasts.[37]
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Fast schooners and brigantines, called Baltimore clippers, were used for blockade running and as privateers in the early 1800s. These evolved into three-masted, usually ship-rigged sailing vessels, optimized for speed with fine lines that lessened their cargo capacity.[38] Sea trade with China became important in that period which favored a combination of speed and cargo volume, which was met by building vessels with long waterlines, fine bows and tall masts, generously equipped with sails for maximum speed. Masts were as high as 100 feet (30 m) and were able to achieve speeds of 19 knots (35 km/h), allowing for passages of up to 465 nautical miles (861 km) per 24 hours. Clippers yielded to bulkier, slower vessels, which became economically competitive in the mid 19th century.[39]
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During the Age of Sail, ships' hulls were under frequent attack by shipworm (which affected the structural strength of timbers), and barnacles and various marine weeds (which affected ship speed).[40] Since before the common era, a variety of coatings had been applied to hulls to counter this effect, including pitch, wax, tar, oil, sulfur and arsenic.[41] In the mid 18th century copper sheathing was developed as a defense against such bottom fouling.[42] After coping with problems of galvanic deterioration of metal hull fasteners, sacrificial anodes were developed, which were designed to corrode, instead of the hull fasteners.[43] The practice became widespread on naval vessels, starting in the late18th century,[44] and on merchant vessels, starting in the early 19th century, until the advent of iron and steel hulls.[43]
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Iron-hulled sailing ships, often referred to as "windjammers" or "tall ships",[45] represented the final evolution of sailing ships at the end of the Age of Sail. They were built to carry bulk cargo for long distances in the nineteenth and early twentieth centuries. They were the largest of merchant sailing ships, with three to five masts and square sails, as well as other sail plans. They carried lumber, guano, grain or ore between continents. Later examples had steel hulls. Iron-hulled sailing ships were mainly built from the 1870s to 1900, when steamships began to outpace them economically, due to their ability to keep a schedule regardless of the wind. Steel hulls also replaced iron hulls at around the same time. Even into the twentieth century, sailing ships could hold their own on transoceanic voyages such as Australia to Europe, since they did not require bunkerage for coal nor fresh water for steam, and they were faster than the early steamers, which usually could barely make 8 knots (15 km/h).[46]
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The four-masted, iron-hulled ship, introduced in 1875 with the full-rigged County of Peebles, represented an especially efficient configuration that prolonged the competitiveness of sail against steam in the later part of the 19th century.[47] The largest example of such ships was the five-masted, full-rigged ship Preussen, which had a load capacity of 7,800 tonnes.[48] Ships transitioned from all sail to all steam-power during from the mid 19th century into the 20th.[49] Five-masted Preussen used steam power for driving the winches, hoists and pumps, and could be manned by a crew of 48, compared with four-masted Kruzenshtern, which has a crew of 257.[50]
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Coastal top-sail schooners with a crew as small as two managing the sail handling became an efficient way to carry bulk cargo, since only the fore-sails required tending while tacking and steam-driven machinery was often available for raising the sails and the anchor.[51]
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In the 20th century, the DynaRig allowed central, automated control of all sails in a manner that obviates the need for sending crew aloft. This was developed in the 1960s in Germany as a low-carbon footprint propulsion alternative for commercial ships. The rig automatically sets and reefs sails; its mast rotates to align the sails with the wind. The sailing yachts Maltese Falcon and Black Pearl employ the rig.[50][52]
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Every sailing ship has a sail plan that is adapted to the purpose of the vessel and the ability of the crew; each has a hull, rigging and masts to hold up the sails that use the wind to power the ship; the masts are supported by standing rigging and the sails are adjusted by running rigging.
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Hull shapes for sailing ships evolved from being relatively short and blunt to being longer and finer at the bow.[5] By the nineteenth century, ships were built with reference to a half model, made from wooden layers that were pinned together. Each layer could be scaled to the actual size of the vessel in order to lay out its hull structure, starting with the keel and leading to the ship's ribs. The ribs were pieced together from curved elements, called futtocks and tied in place until the installation of the planking. Typically, planking was caulked with a tar-impregnated yarn made from manila or hemp to make the planking watertight.[53] Starting in the mid-19th century, iron was used first for the hull structure and later for its watertight sheathing.[54]
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Until the mid-19th century all vessels' masts were made of wood formed from a single or several pieces of timber which typically consisted of the trunk of a conifer tree. From the 16th century, vessels were often built of a size requiring masts taller and thicker than could be made from single tree trunks. On these larger vessels, to achieve the required height, the masts were built from up to four sections (also called masts), known in order of rising height above the decks as the lower, top, topgallant and royal masts.[56] Giving the lower sections sufficient thickness necessitated building them up from separate pieces of wood. Such a section was known as a made mast, as opposed to sections formed from single pieces of timber, which were known as pole masts.[57] Starting in the second half of the 19th century, masts were made of iron or steel.[5]
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For ships with square sails the principal masts, given their standard names in bow to stern (front to back) order, are:
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Each rig is configured in a sail plan, appropriate to the size of the sailing craft. Both square-rigged and fore-and-aft rigged vessels have been built with a wide range of configurations for single and multiple masts.[60]
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Types of sail that can be part of a sail plan can be broadly classed by how they are attached to the sailing craft:
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Sailing ships have standing rigging to support the masts and running rigging to raise the sails and control their ability to draw power from the wind. The running rigging has three main roles, to support the sail structure, to shape the sail and to adjust its angle to the wind. Square-rigged vessels require more controlling lines than fore-and-aft rigged ones.
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Sailing ships prior to the mid-19th century used wood masts with hemp-fiber standing rigging. As rigs became taller by the end of the 19th Century, masts relied more heavily on successive spars, stepped one atop the other to form the whole, from bottom to top: the lower mast, top mast, and topgallant mast. This construction relied heavily on support by a complex array of stays and shrouds. Each stay in either the fore-and-aft or athwartships direction had a corresponding one in the opposite direction providing counter-tension. Fore-and-aft the system of tensioning started with the stays that were anchored in front each mast. Shrouds were tensioned by pairs deadeyes, circular blocks that had the large-diameter line run around them, whilst multiple holes allowed smaller line—lanyard—to pass multiple times between the two and thereby allow tensioning of the shroud. After the mid-19th century square-rigged vessels were equipped with steel-cable standing rigging.[61]
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Halyards, used to raise and lower the yards, are the primary supporting lines.[62] In addition, square rigs have lines that lift the sail or the yard from which it is suspended that include: brails, buntlines, lifts and leechlines. Bowlines and clew lines shape a square sail.[55] To adjust the angle of the sail to wind braces are used to adjust the fore and aft angle of a yard of a square sail, while sheets attach to the clews (bottom corners) of a sail to control the sail's angle to the wind. Sheets run aft, whereas tacks are used to haul the clew of a square sail forward.[55]
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The crew of a sailing ship is divided between officers (the captain and his subordinates) and seamen or ordinary hands. An able seaman was expected to "hand, reef, and steer" (handle the lines and other equipment, reef the sails, and steer the vessel).[63] The crew is organized to stand watch—the oversight of the ship for a period—typically four hours each.[64] Richard Henry Dana Jr. and Herman Melville each had personal experience aboard sailing vessels of the 19th century.
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Dana described the crew of the merchant brig, Pilgrim, as comprising six to eight common sailors, four specialist crew members (the steward, cook, carpenter and sailmaker), and three officers: the captain, the first mate and the second mate. He contrasted the American crew complement with that of other nations on whose similarly sized ships the crew might number as many as 30.[65] Larger merchant vessels had larger crews.[66]
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Melville described the crew complement of the frigate warship, United States, as about 500—including officers, enlisted personnel and 50 Marines. The crew was divided into the starboard and larboard watches. It was also divided into three tops, bands of crew responsible for setting sails on the three masts; a band of sheet-anchor men, whose station was forward and whose job was to tend the fore-yard, anchors and forward sails; the after guard, who were stationed aft and tended the mainsail, spanker and man the various sheets, controlling the position of the sails; the waisters, who were stationed midships and had menial duties attending the livestock, etc.; and the holders, who occupied the lower decks of the vessel and were responsible for the inner workings of the ship. He additionally named such positions as, boatswains, gunners, carpenters, coopers, painters, tinkers, stewards, cooks and various boys as functions on the man-of-war.[67] 18-19th century ships of the line had a complement as high as 850.[68]
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Handling a sailing ship requires management of its sails to power—but not overpower—the ship and navigation to guide the ship, both at sea and in and out of harbors.
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Key elements of sailing a ship are setting the right amount of sail to generate maximum power without endangering the ship, adjusting the sails to the wind direction on the course sailed, and changing tack to bring the wind from one side of the vessel to the other.
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A sailing ship crew manages the running rigging of each square sail. Each sail has two sheets that control its lower corners, two braces that control the angle of the yard, two clewlines, four buntlines and two reef tackles. All these lines must be manned as the sail is deployed and the yard raised. They use a halyard to raise each yard and its sail; then they pull or ease the braces to set the angle of the yard across the vessel; they pull on sheets to haul lower corners of the sail, clews, out to yard below. Under way, the crew manages reef tackles, haul leeches, reef points, to manage the size and angle of the sail; bowlines pull the leading edge of the sail (leech) taut when close hauled. When furling the sail, the crew uses clewlines, haul up the clews and buntlines to haul up the middle of sail up; when lowered, lifts support each yard.[69]
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In strong winds, the crew is directed to reduce the number of sails or, alternatively, the amount of each given sail that is presented to the wind by a process called reefing. To pull the sail up, seamen on the yardarm pull on reef tackles, attached to reef cringles, to pull the sail up and secure it with lines, called reef points.[70] Dana spoke of the hardships of sail handling during high wind and rain or with ice covering the ship and its rigging.[65]
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Sailing vessels cannot sail directly into the wind. Instead, square-riggers must sail a course that is between 60° and 70° away from the wind direction[71] and fore-and aft vessels can typically sail no closer than 45°.[72] To reach a destination, sailing vessels may have to change course and allow the wind to come from the opposite side in a procedure, called tacking, when the wind comes across the bow during the maneuver.
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When tacking, a square-rigged vessel's sails must be presented squarely to the wind and thus impede forward motion as they are swung around via the yardarms through the wind as controlled by the vessel's running rigging, using braces—adjusting the fore and aft angle of each yardarm around the mast—and sheets attached to the clews (bottom corners) of each sail to control the sail's angle to the wind.[55] The procedure is to turn the vessel into the wind with the hind-most fore-and-aft sail (the spanker), pulled to windward to help turn the ship through the eye of the wind. Once the ship has come about, all the sails are adjusted to align properly with the new tack. Because square-rigger masts are more strongly braced from behind than from ahead, tacking is a dangerous procedure in strong winds; the ship may lose forward momentum (become caught in stays) and the rigging may fail from the wind coming from ahead. The ship may also lose momentum at wind speeds of less than 10 knots (19 km/h).[71] Under these conditions, the choice may be to wear ship—to turn the ship away from the wind and around 240° onto the next tack (60° off the wind).[73][74]
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A fore-and-aft rig permits the wind to flow past the sail, as the craft head through the eye of the wind. Most rigs pivot around a stay or the mast, while this occurs. For a jib, the old leeward sheet is released as the craft heads through the wind and the old windward sheet is tightened as the new leeward sheet to allow the sail to draw wind. Mainsails are often self-tending and slide on a traveler to the opposite side.[75] On certain rigs, such as lateens[76] and luggers,[77] the sail may be partially lowered to bring it to the opposite side.
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Early navigational techniques employed observations of the sun, stars, waves and birdlife. In the 15th century, the Chinese were using the magnetic compass to identify direction of travel. By the 16th century in Europe, navigational instruments included the quadrant, the astrolabe, cross staff, dividers and compass. By the time of the Age of Exploration these tools were being used in combination with a log to measure speed, a lead line to measure soundings, and a lookout to identify potential hazards. Later, an accurate marine sextant became standard for determining latitude and an accurate chronometer became standard for determining longitude.[78][79]
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Passage planning begins with laying out a route along a chart, which comprises a series of courses between fixes—verifiable locations that confirm the actual track of the ship on the ocean. Once a course has been set, the person at the helm attempts to follow its direction with reference to the compass. The navigator notes the time and speed at each fix to estimate the arrival at the next fix, a process called dead reckoning. For coast-wise navigation, sightings from known landmarks or navigational aids may be used to establish fixes, a process called pilotage.[1] At sea, sailing ships used celestial navigation on a daily schedule, as follows:[80]
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Fixes were taken with a marine sextant, which measures the distance of the celestial body above the horizon.[78]
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Given the limited maneuverability of sailing ships, it could be difficult to enter and leave harbor with the presence of a tide without coordinating arrivals with a flooding tide and departures with an ebbing tide. In harbor, a sailing ship stood at anchor, unless it needed to be loaded or unloaded at a dock or pier, in which case it had to be towed to shore by its boats or by other vessels.[81]
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These are examples of sailing ships; some terms have multiple meanings:
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Defined by general configuration
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Defined by sail plan
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All masts have fore-and-aft sails
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All masts have square sails
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Mixture of masts with square sails and masts with fore-and-aft sails
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Military vessels
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Götheborg, a sailing replica of a Swedish East Indiaman
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Cutty Sark, the only surviving clipper ship[82]
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USS Constitution with sails on display in 2012, the oldest commissioned warship still afloat[83]
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French steam-powered, screw-propelled battleship, Napoléon
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INS Tarangini, a three-masted barque in service with the Indian Navy
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Maltese Falcon with all-rotating, stayless DynaRig
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Media related to Sailing ships at Wikimedia Commons
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A sailing ship is a sea-going vessel that uses sails mounted on masts to harness the power of wind and propel the vessel. There is a variety of sail plans that propel sailing ships, employing square-rigged or fore-and-aft sails. Some ships carry square sails on each mast—the brig and full-rigged ship, said to be "ship-rigged" when there are three or more masts.[1] Others carry only fore-and-aft sails on each mast—schooners. Still others employ a combination of square and fore-and aft sails, including the barque, barquentine, and brigantine.[2] Sailing ships developed differently in Asia, which produced the junk and dhow—vessels that incorporated innovations absent in European ships of the time. Technically in the Age of Sail a ship was a specific type of vessel, with a bowsprit and three masts, each of which consists of a lower, top, and topgallant mast.[3]
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Sailing ships with predominantly square rigs became prevalent during the Age of Discovery, when they crossed oceans between continents and around the world. Most sailing ships were merchantmen, but the Age of Sail also saw the development of large fleets of well-armed warships. The Age of Sail waned with the advent of steam-powered ships, which did not depend upon a favourable wind.
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The first sailing vessels were developed for use in the South China Sea and also independently in lands abutting the western Mediterranean Sea by the 2nd millennium BCE. In Asia, early vessels were equipped with crab claw sails—with a spar on the top and bottom of the sail, arranged fore-and-aft when needed. In the Mediterranean, vessels were powered downwind by square sails that supplemented propulsion by oars. Sailing ships evolved differently in the South China Sea and in the Indian Ocean, where fore-and-aft sail plans were developed several centuries into the Common Era. By the time of the Age of Discovery—starting in the 15th century—square-rigged, multi-masted vessels were the norm and were guided by navigation techniques that included the magnetic compass and making sightings of the sun and stars that allowed transoceanic voyages. The Age of Sail reached its peak in the 18th and 19th centuries with large, heavily armed battleships and merchant sailing ships that were able to travel at speeds that exceeded those of the newly introduced steamships. Ultimately, the steamships' independence from the wind and their ability to take shorter routes, passing through the Suez and Panama Canals,[4] made sailing ships uneconomical.
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Initially sails provided supplementary power to ships with oars, because the sails were not designed to sail to windward. In Asia sailing ships were equipped with fore-and-aft rigs that made sailing to windward possible. Later square-rigged vessels too were able to sail to windward, and became the standard for European ships through the Age of Discovery when vessels ventured around Africa to India, to the Americas and around the world. Later during this period—in the late 15th century—"ship-rigged" vessels with multiple square sails on each mast appeared and became common for sailing ships.[5]
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Sailing ships in the Mediterranean region date to 3000 BCE, when Egyptians used a bipod mast to support a single square sail on a vessel that mainly relied on multiple paddlers. Later the mast became a single pole, and paddles were supplanted with oars. Such vessels plied both the Nile and the Mediterranean coast. The inhabitants of Crete had sailing vessels by 1200 BCE. Between 1000 BCE and 400 CE, the Phoenicians, Greeks and Romans developed ships that were powered by square sails, sometimes with oars to supplement their capabilities. Such vessels used a steering oar as a rudder to control direction. Fore-and-aft sails started appearing on sailing vessels in the Mediterranean ca.1200 CE,[5] an influence of rigs introduced in Asia and the Indian Ocean.[6]
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Starting in the 8th century in Denmark, Vikings were building clinker-constructed longships propelled by a single, square sail, when practical, and oars, when necessary.[7] A related craft was the knarr, which plied the Baltic and North Seas, using primarily sail power.[8] The windward edge of the sail was stiffened with a beitass, a pole that fitted into the lower corner of the sail, when sailing close to the wind.[9]
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The first sea-going sailing ships in Asia were developed by the Austronesian peoples from what is now Southern China and Taiwan. Their invention of catamarans, outriggers, and crab claw sails enabled the Austronesian Expansion at around 3000 to 1500 BCE. From Taiwan, they rapidly colonized the islands of Maritime Southeast Asia, then sailed further onwards to Micronesia, Island Melanesia, Polynesia, and Madagascar. Austronesian rigs were distinctive in that they had spars supporting both the upper and lower edges of the sails (and sometimes in between), in contrast to western rigs which only had a spar on the upper edge.[10][11][12]
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Early Austronesian sailors also influenced the development of sailing technologies in Sri Lanka and Southern India through the Austronesian maritime trade network of the Indian Ocean, the precursor to the spice trade route and the maritime silk road.[13]
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Austronesians established the first maritime trade network with ocean-going merchant ships which plied the early trade routes from Southeast Asia from at least 1500 BCE. They reached as far northeast as Japan and as far west as eastern Africa. They colonized Madagascar and their trade routes were the precursors to the spice trade route and the maritime silk road. They mainly facilitated trade of goods from China and Japan to South India, Sri Lanka, the Persian Gulf, and the Red Sea.[13]][14][15] An important invention in this region was the fore-and-aft rig, which made sailing against the wind possible. Such sails may have originated at least several hundred years BCE.[16] Balance lugsails and tanja sails also originated from this region. Vessels with such sails explored and traded along the western coast of Africa. This type of sail propagated to the west and influenced Arab lateen designs.[16]
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Large Austronesian trading ships with as many as four sails were recorded by Han Dynasty (206 BCE – 220 CE) scholars as the kunlun bo (崑崙舶, lit. "ship of the Kunlun people"). They were booked by Chinese Buddhist pilgrims for passage to Southern India and Sri Lanka.[17] Bas reliefs of Sailendran and Srivijayan large merchant ships with various configurations of tanja sails and outriggers are also found in the Borobudur temple, dating back to the 8th century CE.[18][19]
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By the 10th century CE, the Song Dynasty started building the first Chinese junks, which were adopted from the design of the Javanese djongs. The junk rig in particular, became associated with Chinese coast-hugging trading ships.[20][21] Junks in China were constructed from teak with pegs and nails; they featured watertight compartments and acquired center-mounted tillers and rudders.[22] These ships became the basis for the development of Chinese warships during the Mongol Yuan Dynasty, and were used in the unsuccessful Mongol invasions of Japan and Java.[23][24]
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The Ming dynasty (1368–1644) saw the use of junks as long-distance trading vessels. Chinese Admiral Zheng He reportedly sailed to India, Arabia, and southern Africa on a trade and diplomatic mission.[25][26] Literary lore suggests that his largest vessel, the "Treasure Ship", measured 400 feet (120 m) in length and 150 feet (46 m) in width, whereas modern research suggests that it was unlikely to have exceeded 200 feet (61 m) in length.[27]
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The Indian Ocean was the venue for increasing trade between India and Africa between 1200 and 1500. The vessels employed would be classified as dhows with lateen rigs. During this interval such vessels grew in capacity from 100 to 400 tonnes. Dhows were often built with teak planks from India and Southeast Asia, sewn together with coconut husk fiber—no nails were employed. This period also saw the implementation of center-mounted rudders, controlled with a tiller.[28]
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Technological advancements that were important to the Age of Discovery in the 15th century were the adoption of the magnetic compass and advances in ship design.
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The compass was an addition to the ancient method of navigation based on sightings of the sun and stars. The compass was invented by Chinese. It had been used for navigation in China by the 11th century and was adopted by the Arab traders in the Indian Ocean. The compass spread to Europe by the late 12th or early 13th century.[6] Use of the compass for navigation in the Indian Ocean was first mentioned in 1232.[20] The Europeans used a "dry" compass, with a needle on a pivot. The compass card was also a European invention.[20]
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At the beginning of the 15th century, the carrack was the most capable European ocean-going ship. It was carvel-built and large enough to be stable in heavy seas. It was capable of carrying a large cargo and the provisions needed for very long voyages. Later carracks were square-rigged on the foremast and mainmast and lateen-rigged on the mizzenmast. They had a high rounded stern with large aftcastle, forecastle and bowsprit at the stem. As the predecessor of the galleon, the carrack was one of the most influential ship designs in history; while ships became more specialized in the following centuries, the basic design remained unchanged throughout this period.[29]
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Ships of this era were only able to sail approximately 70° into the wind and tacked from one side to the other across the wind with difficulty, which made it challenging to avoid shipwrecks when near shores or shoals during storms.[30] Nonetheless, such vessels reached India around Africa with Vasco da Gama,[31] the Americas with Christopher Columbus,[32] and around the world under Ferdinand Magellan.[33]
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Sailing ships became longer and faster over time, with ship-rigged vessels carrying taller masts with more square sails. Other sail plans emerged, as well, that had just fore-and-aft sails (schooners), or a mixture of the two (brigantines, barques and barquentines).[5]
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Cannon were present in the 14th century, but did not become common at sea until they could be reloaded quickly enough to be reused in the same battle. The size of a ship required to carry a large number of cannon made oar-based propulsion impossible, and warships came to rely primarily on sails. The sailing man-of-war emerged during the 16th century.[34]
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By the middle of the 17th century, warships were carrying increasing numbers of cannon on three decks. Naval tactics evolved to bring each ship's firepower to bear in a line of battle—coordinated movements of a fleet of warships to engage a line of ships in the enemy fleet.[35] Carracks with a single cannon deck evolved into galleons with as many as two full cannon decks,[36] which evolved into the man-of-war, and further into the ship of the line—designed for engaging the enemy in a line of battle. One side of a ship was expected to shoot broadsides against an enemy ship at close range.[35] In the 18th century, the small and fast frigate and sloop-of-war—too small to stand in the line of battle—evolved to convoy trade, scout for enemy ships and blockade enemy coasts.[37]
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Fast schooners and brigantines, called Baltimore clippers, were used for blockade running and as privateers in the early 1800s. These evolved into three-masted, usually ship-rigged sailing vessels, optimized for speed with fine lines that lessened their cargo capacity.[38] Sea trade with China became important in that period which favored a combination of speed and cargo volume, which was met by building vessels with long waterlines, fine bows and tall masts, generously equipped with sails for maximum speed. Masts were as high as 100 feet (30 m) and were able to achieve speeds of 19 knots (35 km/h), allowing for passages of up to 465 nautical miles (861 km) per 24 hours. Clippers yielded to bulkier, slower vessels, which became economically competitive in the mid 19th century.[39]
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During the Age of Sail, ships' hulls were under frequent attack by shipworm (which affected the structural strength of timbers), and barnacles and various marine weeds (which affected ship speed).[40] Since before the common era, a variety of coatings had been applied to hulls to counter this effect, including pitch, wax, tar, oil, sulfur and arsenic.[41] In the mid 18th century copper sheathing was developed as a defense against such bottom fouling.[42] After coping with problems of galvanic deterioration of metal hull fasteners, sacrificial anodes were developed, which were designed to corrode, instead of the hull fasteners.[43] The practice became widespread on naval vessels, starting in the late18th century,[44] and on merchant vessels, starting in the early 19th century, until the advent of iron and steel hulls.[43]
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Iron-hulled sailing ships, often referred to as "windjammers" or "tall ships",[45] represented the final evolution of sailing ships at the end of the Age of Sail. They were built to carry bulk cargo for long distances in the nineteenth and early twentieth centuries. They were the largest of merchant sailing ships, with three to five masts and square sails, as well as other sail plans. They carried lumber, guano, grain or ore between continents. Later examples had steel hulls. Iron-hulled sailing ships were mainly built from the 1870s to 1900, when steamships began to outpace them economically, due to their ability to keep a schedule regardless of the wind. Steel hulls also replaced iron hulls at around the same time. Even into the twentieth century, sailing ships could hold their own on transoceanic voyages such as Australia to Europe, since they did not require bunkerage for coal nor fresh water for steam, and they were faster than the early steamers, which usually could barely make 8 knots (15 km/h).[46]
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The four-masted, iron-hulled ship, introduced in 1875 with the full-rigged County of Peebles, represented an especially efficient configuration that prolonged the competitiveness of sail against steam in the later part of the 19th century.[47] The largest example of such ships was the five-masted, full-rigged ship Preussen, which had a load capacity of 7,800 tonnes.[48] Ships transitioned from all sail to all steam-power during from the mid 19th century into the 20th.[49] Five-masted Preussen used steam power for driving the winches, hoists and pumps, and could be manned by a crew of 48, compared with four-masted Kruzenshtern, which has a crew of 257.[50]
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Coastal top-sail schooners with a crew as small as two managing the sail handling became an efficient way to carry bulk cargo, since only the fore-sails required tending while tacking and steam-driven machinery was often available for raising the sails and the anchor.[51]
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In the 20th century, the DynaRig allowed central, automated control of all sails in a manner that obviates the need for sending crew aloft. This was developed in the 1960s in Germany as a low-carbon footprint propulsion alternative for commercial ships. The rig automatically sets and reefs sails; its mast rotates to align the sails with the wind. The sailing yachts Maltese Falcon and Black Pearl employ the rig.[50][52]
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Every sailing ship has a sail plan that is adapted to the purpose of the vessel and the ability of the crew; each has a hull, rigging and masts to hold up the sails that use the wind to power the ship; the masts are supported by standing rigging and the sails are adjusted by running rigging.
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Hull shapes for sailing ships evolved from being relatively short and blunt to being longer and finer at the bow.[5] By the nineteenth century, ships were built with reference to a half model, made from wooden layers that were pinned together. Each layer could be scaled to the actual size of the vessel in order to lay out its hull structure, starting with the keel and leading to the ship's ribs. The ribs were pieced together from curved elements, called futtocks and tied in place until the installation of the planking. Typically, planking was caulked with a tar-impregnated yarn made from manila or hemp to make the planking watertight.[53] Starting in the mid-19th century, iron was used first for the hull structure and later for its watertight sheathing.[54]
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Until the mid-19th century all vessels' masts were made of wood formed from a single or several pieces of timber which typically consisted of the trunk of a conifer tree. From the 16th century, vessels were often built of a size requiring masts taller and thicker than could be made from single tree trunks. On these larger vessels, to achieve the required height, the masts were built from up to four sections (also called masts), known in order of rising height above the decks as the lower, top, topgallant and royal masts.[56] Giving the lower sections sufficient thickness necessitated building them up from separate pieces of wood. Such a section was known as a made mast, as opposed to sections formed from single pieces of timber, which were known as pole masts.[57] Starting in the second half of the 19th century, masts were made of iron or steel.[5]
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For ships with square sails the principal masts, given their standard names in bow to stern (front to back) order, are:
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Each rig is configured in a sail plan, appropriate to the size of the sailing craft. Both square-rigged and fore-and-aft rigged vessels have been built with a wide range of configurations for single and multiple masts.[60]
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Types of sail that can be part of a sail plan can be broadly classed by how they are attached to the sailing craft:
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Sailing ships have standing rigging to support the masts and running rigging to raise the sails and control their ability to draw power from the wind. The running rigging has three main roles, to support the sail structure, to shape the sail and to adjust its angle to the wind. Square-rigged vessels require more controlling lines than fore-and-aft rigged ones.
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Sailing ships prior to the mid-19th century used wood masts with hemp-fiber standing rigging. As rigs became taller by the end of the 19th Century, masts relied more heavily on successive spars, stepped one atop the other to form the whole, from bottom to top: the lower mast, top mast, and topgallant mast. This construction relied heavily on support by a complex array of stays and shrouds. Each stay in either the fore-and-aft or athwartships direction had a corresponding one in the opposite direction providing counter-tension. Fore-and-aft the system of tensioning started with the stays that were anchored in front each mast. Shrouds were tensioned by pairs deadeyes, circular blocks that had the large-diameter line run around them, whilst multiple holes allowed smaller line—lanyard—to pass multiple times between the two and thereby allow tensioning of the shroud. After the mid-19th century square-rigged vessels were equipped with steel-cable standing rigging.[61]
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Halyards, used to raise and lower the yards, are the primary supporting lines.[62] In addition, square rigs have lines that lift the sail or the yard from which it is suspended that include: brails, buntlines, lifts and leechlines. Bowlines and clew lines shape a square sail.[55] To adjust the angle of the sail to wind braces are used to adjust the fore and aft angle of a yard of a square sail, while sheets attach to the clews (bottom corners) of a sail to control the sail's angle to the wind. Sheets run aft, whereas tacks are used to haul the clew of a square sail forward.[55]
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The crew of a sailing ship is divided between officers (the captain and his subordinates) and seamen or ordinary hands. An able seaman was expected to "hand, reef, and steer" (handle the lines and other equipment, reef the sails, and steer the vessel).[63] The crew is organized to stand watch—the oversight of the ship for a period—typically four hours each.[64] Richard Henry Dana Jr. and Herman Melville each had personal experience aboard sailing vessels of the 19th century.
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Dana described the crew of the merchant brig, Pilgrim, as comprising six to eight common sailors, four specialist crew members (the steward, cook, carpenter and sailmaker), and three officers: the captain, the first mate and the second mate. He contrasted the American crew complement with that of other nations on whose similarly sized ships the crew might number as many as 30.[65] Larger merchant vessels had larger crews.[66]
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Melville described the crew complement of the frigate warship, United States, as about 500—including officers, enlisted personnel and 50 Marines. The crew was divided into the starboard and larboard watches. It was also divided into three tops, bands of crew responsible for setting sails on the three masts; a band of sheet-anchor men, whose station was forward and whose job was to tend the fore-yard, anchors and forward sails; the after guard, who were stationed aft and tended the mainsail, spanker and man the various sheets, controlling the position of the sails; the waisters, who were stationed midships and had menial duties attending the livestock, etc.; and the holders, who occupied the lower decks of the vessel and were responsible for the inner workings of the ship. He additionally named such positions as, boatswains, gunners, carpenters, coopers, painters, tinkers, stewards, cooks and various boys as functions on the man-of-war.[67] 18-19th century ships of the line had a complement as high as 850.[68]
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Handling a sailing ship requires management of its sails to power—but not overpower—the ship and navigation to guide the ship, both at sea and in and out of harbors.
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Key elements of sailing a ship are setting the right amount of sail to generate maximum power without endangering the ship, adjusting the sails to the wind direction on the course sailed, and changing tack to bring the wind from one side of the vessel to the other.
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A sailing ship crew manages the running rigging of each square sail. Each sail has two sheets that control its lower corners, two braces that control the angle of the yard, two clewlines, four buntlines and two reef tackles. All these lines must be manned as the sail is deployed and the yard raised. They use a halyard to raise each yard and its sail; then they pull or ease the braces to set the angle of the yard across the vessel; they pull on sheets to haul lower corners of the sail, clews, out to yard below. Under way, the crew manages reef tackles, haul leeches, reef points, to manage the size and angle of the sail; bowlines pull the leading edge of the sail (leech) taut when close hauled. When furling the sail, the crew uses clewlines, haul up the clews and buntlines to haul up the middle of sail up; when lowered, lifts support each yard.[69]
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In strong winds, the crew is directed to reduce the number of sails or, alternatively, the amount of each given sail that is presented to the wind by a process called reefing. To pull the sail up, seamen on the yardarm pull on reef tackles, attached to reef cringles, to pull the sail up and secure it with lines, called reef points.[70] Dana spoke of the hardships of sail handling during high wind and rain or with ice covering the ship and its rigging.[65]
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Sailing vessels cannot sail directly into the wind. Instead, square-riggers must sail a course that is between 60° and 70° away from the wind direction[71] and fore-and aft vessels can typically sail no closer than 45°.[72] To reach a destination, sailing vessels may have to change course and allow the wind to come from the opposite side in a procedure, called tacking, when the wind comes across the bow during the maneuver.
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When tacking, a square-rigged vessel's sails must be presented squarely to the wind and thus impede forward motion as they are swung around via the yardarms through the wind as controlled by the vessel's running rigging, using braces—adjusting the fore and aft angle of each yardarm around the mast—and sheets attached to the clews (bottom corners) of each sail to control the sail's angle to the wind.[55] The procedure is to turn the vessel into the wind with the hind-most fore-and-aft sail (the spanker), pulled to windward to help turn the ship through the eye of the wind. Once the ship has come about, all the sails are adjusted to align properly with the new tack. Because square-rigger masts are more strongly braced from behind than from ahead, tacking is a dangerous procedure in strong winds; the ship may lose forward momentum (become caught in stays) and the rigging may fail from the wind coming from ahead. The ship may also lose momentum at wind speeds of less than 10 knots (19 km/h).[71] Under these conditions, the choice may be to wear ship—to turn the ship away from the wind and around 240° onto the next tack (60° off the wind).[73][74]
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A fore-and-aft rig permits the wind to flow past the sail, as the craft head through the eye of the wind. Most rigs pivot around a stay or the mast, while this occurs. For a jib, the old leeward sheet is released as the craft heads through the wind and the old windward sheet is tightened as the new leeward sheet to allow the sail to draw wind. Mainsails are often self-tending and slide on a traveler to the opposite side.[75] On certain rigs, such as lateens[76] and luggers,[77] the sail may be partially lowered to bring it to the opposite side.
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Early navigational techniques employed observations of the sun, stars, waves and birdlife. In the 15th century, the Chinese were using the magnetic compass to identify direction of travel. By the 16th century in Europe, navigational instruments included the quadrant, the astrolabe, cross staff, dividers and compass. By the time of the Age of Exploration these tools were being used in combination with a log to measure speed, a lead line to measure soundings, and a lookout to identify potential hazards. Later, an accurate marine sextant became standard for determining latitude and an accurate chronometer became standard for determining longitude.[78][79]
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Passage planning begins with laying out a route along a chart, which comprises a series of courses between fixes—verifiable locations that confirm the actual track of the ship on the ocean. Once a course has been set, the person at the helm attempts to follow its direction with reference to the compass. The navigator notes the time and speed at each fix to estimate the arrival at the next fix, a process called dead reckoning. For coast-wise navigation, sightings from known landmarks or navigational aids may be used to establish fixes, a process called pilotage.[1] At sea, sailing ships used celestial navigation on a daily schedule, as follows:[80]
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Fixes were taken with a marine sextant, which measures the distance of the celestial body above the horizon.[78]
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Given the limited maneuverability of sailing ships, it could be difficult to enter and leave harbor with the presence of a tide without coordinating arrivals with a flooding tide and departures with an ebbing tide. In harbor, a sailing ship stood at anchor, unless it needed to be loaded or unloaded at a dock or pier, in which case it had to be towed to shore by its boats or by other vessels.[81]
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These are examples of sailing ships; some terms have multiple meanings:
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Defined by general configuration
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Defined by sail plan
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All masts have fore-and-aft sails
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All masts have square sails
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Mixture of masts with square sails and masts with fore-and-aft sails
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Military vessels
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Götheborg, a sailing replica of a Swedish East Indiaman
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Cutty Sark, the only surviving clipper ship[82]
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USS Constitution with sails on display in 2012, the oldest commissioned warship still afloat[83]
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French steam-powered, screw-propelled battleship, Napoléon
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INS Tarangini, a three-masted barque in service with the Indian Navy
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Maltese Falcon with all-rotating, stayless DynaRig
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Media related to Sailing ships at Wikimedia Commons
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Mario[e] is a fictional character in the Mario video game franchise, owned by Nintendo and created by Japanese video game designer Shigeru Miyamoto. Acting as the company's mascot, as well as being the eponymous protagonist of the series, Mario has appeared in over 200 video games since his creation. Depicted as a short, pudgy, Italian plumber who resides in the Mushroom Kingdom, his adventures generally center upon rescuing Princess Peach from the Koopa villain Bowser. Mario's fraternal twin brother and sidekick is Luigi.
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With more than 600 million units sold worldwide, the overall Mario franchise is the best-selling video game franchise of all time.[1][2] Outside of the Super Mario platform series, other Mario genres include the Mario Kart racing series, sports games such as the Mario Tennis and Mario Golf series, role-playing games such as Mario & Luigi, Super Mario RPG, and Paper Mario, and educational games such as Mario Is Missing!, Mario's Time Machine and Mario Teaches Typing. The franchise has branched into several media, including television shows, film, comics, and licensed merchandise. Since 1990, Mario has been voiced by Charles Martinet.
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Shigeru Miyamoto created Mario while developing Donkey Kong in an attempt to produce a best-selling video game for Nintendo; previous games, such as Sheriff, had not achieved the success of games such as Namco's Pac-Man. Originally, Miyamoto wanted to create a game that used the characters Popeye, Bluto, and Olive Oyl.[3] At the time, however, as Miyamoto was unable to acquire a license to use the characters (and would not until 1982 with Popeye), he would end up creating an unnamed player character, along with Donkey Kong, and Lady (later known as Pauline).[3]
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In the early stages of Donkey Kong, the focus of the game was to escape a maze, while Mario did not have the ability to jump. However, Miyamoto soon introduced jumping capabilities for the player character, reasoning that "[i]f you had a barrel rolling towards you, what would you do?"[4][5]
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Though the protagonist was unnamed in the Japanese release, he was named Jumpman in the game's English instructions[6] and Mario in the sales brochure.[7] Miyamoto envisioned a character to be used in every game developed by Miyamoto; a "go-to" character who could be placed into any game as needed, albeit in cameo appearances as Miyamoto did not, at the time, expect the character to become singularly popular.[8] To this end, he originally named the character "Mr. Video", comparing what he intended for the character's appearances in later games to the cameos that Alfred Hitchcock had done within his films.[9]
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In retrospect, Miyamoto commented that if he had named Mario "Mr. Video", Mario likely would have "disappeared off the face of the Earth."[5] According to a widely circulated story, during the localization of Donkey Kong for American audiences, Nintendo of America's warehouse landlord Mario Segale confronted then-president Minoru Arakawa, demanding back rent. Following a heated argument in which the Nintendo employees eventually convinced Segale he would be paid, they opted to name the character in the game Mario after him.[10][11]
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By Miyamoto's own account, Mario's profession was chosen to fit with the game design: since Donkey Kong takes place on a construction site, Mario was made into a carpenter; and when he appeared again in Mario Bros., it was decided that he should be a plumber, because a lot of the game is situated in underground settings.[12] Mario's character design, particularly his large nose, draws on western influences; once he became a plumber, Miyamoto decided to "put him in New York" and make him Italian,[12] lightheartedly attributing Mario's nationality to his mustache.[13] Other sources have Mario's profession chosen to be carpenter in an effort to depict the character as an ordinary hard worker, making it easier for players to identify with him.[14] After a colleague suggested that Mario more closely resembled a plumber, Miyamoto changed Mario's profession accordingly and developed Mario Bros.,[3] featuring the character in the sewers of New York City.[15]
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Due to the graphical limitations of arcade hardware at the time, Miyamoto clothed the character in red overalls and a blue shirt to contrast against each other and the background. A red cap was added to let Miyamoto avoid drawing the character's hairstyle, forehead, and eyebrows, as well as to circumvent the issue of animating his hair as he jumped.[3][12] To give distinctly human facial features with the limited graphical abilities, Miyamoto drew a large nose and a mustache, which avoided the need to draw a mouth and facial expressions.[16]
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Over time, Mario's appearance has become more defined; blue eyes, white gloves, brown shoes, a red "M" in a white circle on the front of his hat and gold buttons on his overalls have been added. The colors of his shirt and overalls were also reversed from a blue shirt with red overalls to a red shirt with blue overalls. Miyamoto attributed this process to the different development teams and artists for each game as well as advances in technology.[14]
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Mario debuted as "Jumpman" in the arcade game Donkey Kong on July 9, 1981.[17] He is shown to be a carpenter and has a pet ape named Donkey Kong.[18] The carpenter mistreats the ape, who then escapes to kidnap Jumpman's girlfriend, originally known as 'the Lady' (later named Pauline). The player must take the role of Jumpman and rescue the girl.
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Jumpman was renamed "Mario" in 1982's Donkey Kong Junior, the only game in which Mario has been portrayed as an antagonist since. In the 1983 arcade game Mario Bros., Mario and his younger brother Luigi are portrayed as Italian-American[12] plumbers[19] who have to defeat creatures that have been coming from the sewers below New York City.
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In Super Mario Bros. for the Nintendo Entertainment System, Mario saves Princess Toadstool (later known as Princess Peach) of the Mushroom Kingdom from King Koopa.[20] To save the princess, Mario must conquer the eight worlds of the Mushroom Kingdom by going to the castle in each in order to defeat a minion of King Koopa. To reach each castle, Mario ventures through three sub-worlds in which he must defeat King Koopa's henchmen. If Mario successfully fights his way through the castle and defeats the minion, he frees a Mushroom Retainer.[citation needed] Inside the eighth castle, Mario has a final battle with King Koopa and frees Princess Toadstool.
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In Super Mario Bros. 2, the player can choose between Mario, Luigi, Toad, or Princess Peach, each of whom possesses unique abilities: Luigi has the strongest jumping ability; Toad can dig the fastest; and Peach can float; while Mario is the most well-rounded. In Super Mario Bros. 3, Mario quests to save the rulers of seven kingdoms from Bowser and his children, the Koopalings, and Mario travels across eight worlds to restore order to the Mushroom World and to rescue Princess Peach.[21] Mario is introduced to new power-ups that augment his abilities.[22]
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In Super Mario Land, an alien named Tatanga appears, hypnotizes the inhabitants of an area called Sarasaland, and kidnaps its ruler, Princess Daisy. Mario sets out to rescue her, traveling through the four geographical areas of Sarasaland and defeating Tatanga's minions along the way. He corners Tatanga in the skies of the Chai kingdom, bringing down the alien warship and rescuing Daisy.[23]
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In Super Mario World, Mario and Luigi take Princess Peach for a vacation in Dinosaur World sometime after the events of Super Mario Bros. 3; during the vacation, Peach is kidnapped by Bowser. Mario and Luigi meet the dinosaurs that live in Dinosaur World, known as Yoshis, who help rescue Peach by allowing Mario and Luigi to ride them.[24]
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In Super Mario Land 2: 6 Golden Coins, the events of which take place immediately after the original Super Mario Land, Mario's evil counterpart Wario has put an evil spell over Mario Land and renamed it Wario Land while Mario was away in Sarasaland. The inhabitants are brainwashed into thinking that Wario is their master and Mario is their enemy. Wario's motive behind this sudden attack was to take control over Mario's castle in order to have one of his own. To stop Wario, Mario finds the 6 Golden Coins throughout Mario Land and regains access to his castle.
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In Super Mario World 2: Yoshi's Island, a stork carries Baby Mario and Baby Luigi across the sea, but the evil Magikoopa Kamek steals Baby Luigi, and Baby Mario falls onto a land called Yoshi's Island, home to Yoshis. After Mario meets the Yoshis, the group journeys through the game's six worlds to rescue Baby Luigi and the stork from Baby Bowser and Kamek.
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Mario made his 3D debut in Super Mario 64 for the Nintendo 64.[25] Princess Peach sends Mario a letter inviting him to join her at her castle for cake;[26] however, when he arrives, Mario discovers that Bowser has invaded the castle and imprisoned the princess and her servants within it using the castle's 120 Power Stars. Many of the castle's paintings are portals to other worlds, in which Bowser's minions guard the stars. Mario explores the castle and other worlds to recover the stars. He gains access to more painting portals as he recovers more stars,[27] and he traverses three obstacle courses that lead him to battles with Bowser. Defeating Bowser the first two times earns Mario keys that open new levels of the castle,[28] while the final battle releases Peach, who rewards Mario by baking the cake that she promised him.[28][29]
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In Super Mario Sunshine, Mario, Toadsworth, and Princess Peach take a vacation to Isle Delfino, a tropical island. A person resembling Mario, known as "Shadow Mario", vandalizes and pollutes the entire island using a magic paintbrush. The vandalism has caused the Shine Sprites to flee from the island's main city, Delfino Plaza, and blanket the island in darkness. Blamed for the mess, Mario is arrested by the island authorities and ordered to clean up Isle Delfino. Mario is equipped with FLUDD, a robotic hosing device invented by Professor E. Gadd, which he uses to clean up the pollution and collect the 120 Shine Sprites.[30] Meanwhile, Peach is kidnapped by Shadow Mario, who reveals himself to be Bowser Jr., Bowser's son, having stolen the paintbrush from Professor E. Gadd. Mario eventually confronts Bowser and Bowser Jr. and rescues the princess. With the island cleaned up, Mario and Peach begin their vacation.[31]
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Mario went to 2.5D in New Super Mario Bros. While Mario and Peach take a walk together through the Mushroom Kingdom, Bowser Jr. kidnaps Peach and flees.[32] Mario gives chase, venturing through eight worlds. Mario eventually catches up, defeating both Bowser and Bowser Jr. and rescuing Peach.[33] In Super Mario Galaxy, Mario is invited by Princess Peach to the centennial Star Festival in the Mushroom Kingdom.[34] Upon arrival, Bowser invades the kingdom and rips Peach's castle from its foundations and lifts it into outer space. After failing to prevent the princess from being kidnapped, Mario meets star-like creatures called Lumas and their companion, Rosalina. Rosalina tells Mario that Bowser has stolen the Power Stars, the source of power for Rosalina's mobile observatory, and has taken Peach to the center of the universe. Mario then travels to various galaxies to reclaim the Power Stars to restore power to the observatory and reclaim Princess Peach.[35]
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In New Super Mario Bros. Wii, another 2.5D game, Mario, Luigi, and two Toads are attending Princess Peach's birthday party when Bowser Jr. and the other seven Koopalings ambush the princess and kidnap her. Mario, Luigi, and the two Toads chase after them across eight worlds, defeating each Koopaling as they progress. The quartet eventually confronts Bowser, defeating him and saving the princess.[36] In Super Mario Galaxy 2, Bowser, who has transformed himself into a giant using the Power Stars, attacks the Mushroom Kingdom and abducts Peach, taking her to the center of the universe. With the help of the Lumas, Mario pilots Starship Mario, a mobile planet in the shape of his head, in order to travel to various galaxies and gather the Power Stars, used to fuel the ship. After multiple battles against both Bowser and Bowser Jr., Mario eventually arrives at Bowser's lair at the center of the universe, where he defeats him and rescues the princess.[37]
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In 2012, Mario returned in New Super Mario Bros. 2 where he collects several coins scattered across the Mushroom Kingdom in addition to saving Princess Peach from the evil clutches of Bowser and the Koopalings. Mario returns to defeat Bowser and his minions in New Super Mario Bros. U and its Nintendo Switch remake. Mario is one of the playable characters in Super Mario 3D World, where he has average running speed and jump height compared to other characters. Mario is the protagonist of the Nintendo Switch game Super Mario Odyssey, where the character Cappy replaces Mario's traditional hat, allowing Mario to throw it like a long-range weapon, and "capture" enemies to gain their abilities.
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Mario games of other genres include various Game & Watch games; Mario Pinball Land, a pinball game for the Game Boy Advance;[38] various educational games; and the Dr. Mario puzzle video game, (with Dr. Mario itself first released in 1990).[39] In these games, Dr. Mario throws vitamins that the player must align to destroy the viruses that populate the playing field.[39]
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1996's Super Mario RPG is the first role-playing game within the Mario franchise.[40] Thirteen games have followed since, including:
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Several other sub-series of Mario video games, especially those inspired from sports, have been released. The Mario Kart franchise, which began with Super Mario Kart for the Super Nintendo Entertainment System in 1992, is the most successful and longest-running kart racing franchise.[41] Other Mario sports games include the Camelot-developed series Mario Golf and Mario Tennis, and, respectively, the baseball and soccer games Mario Superstar Baseball and Super Mario Strikers. In 1999, Hudson Soft and ND Cube developed the Mario Party series, which began on the Nintendo 64. The games revolve around a set of minigames while moving across the gameboard and are playable with up to four players.
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Mario & Sonic at the Olympic Games, released for both Nintendo DS and Wii, is a collection of 24 events based on the 2008 Summer Olympic Games from Beijing, in which characters from Sega's Sonic the Hedgehog series compete with Mario characters. This was followed in 2009 by Mario & Sonic at the Olympic Winter Games on both systems, based on the 2010 Winter Olympics in Vancouver. Two more sports games for the Wii were released in 2011, Mario Sports Mix and the third Mario & Sonic game, Mario & Sonic at the London 2012 Olympic Games while the latter was released for the Nintendo 3DS in February 2012, which is based on the 2012 Summer Olympics in London. The fourth edition of the Mario & Sonic series for the Wii U is called Mario & Sonic at the Sochi 2014 Olympic Winter Games, which is based on the 2014 Winter Olympics in Sochi. A fifth game, Mario & Sonic at the Rio 2016 Olympic Games, based on the 2016 Summer Olympics in Rio de Janeiro, was released in 2016 for the Nintendo 3DS, Wii U and Arcade. The sixth game of the series was released on the Nintendo Switch in November 2019, titled Mario & Sonic at the Olympic Games Tokyo 2020, based on the 2020 Summer Olympics in Tokyo.
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Mario has appeared as a default playable character in every installment of the Super Smash Bros. crossover fighting game series, starting with the first game for the Nintendo 64.
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Apart from his platformer and spin-off game appearances, Mario has made guest appearances in non-Mario games, such as Mike Tyson's Punch-Out!!, where Mario is a referee.[42] Mario appears as a playable character in NBA Street V3[43] and SSX on Tour.[44] He makes countless cameo appearances in many forms in many games, such as portraits and statues in The Legend of Zelda: A Link to the Past, The Legend of Zelda: Ocarina of Time, and Metal Gear Solid: The Twin Snakes.[45]
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Outside the original games, television shows, and film, Mario has influenced the creation of a line of licensed merchandise and has appeared in popular culture. The Nintendo Comics System series, along with the Nintendo Adventure Books, were created due to Mario as well.[citation needed]
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The first appearance of Mario in media other than games was Saturday Supercade, an animated television series produced by Ruby-Spears Productions in 1983. Each episode was composed of several shorter segments featuring video game characters from the golden age of video arcade games. Mario (voiced by Peter Cullen) appeared in Donkey Kong segments where he and Pauline tried to recapture Donkey Kong. Mario stars in The Super Mario Bros. Super Show! produced by DIC Entertainment, played by "Captain" Lou Albano. He also stars in The Adventures of Super Mario Bros. 3 and Super Mario World, voiced by Walker Boone.
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Mario appears in the live-action film Super Mario Bros. as played by Bob Hoskins. Mario finds himself in an alternate universe in which dinosaurs rule where he must save the Earth from invasion. The film was a commercial failure at the box office.[46]
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Mario will appear at Universal Studios Japan in Osaka in the upcoming section of Super Nintendo World, which is scheduled to open in 2020 in time of the 2020 Summer Olympics in Tokyo. One of the rides will be themed to Mario Kart. Universal Parks & Resorts also has plans to import Super Nintendo World to Universal Studios Hollywood in Los Angeles, California and Universal Orlando Resort in Orlando, Florida.
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Mario is depicted as a portly plumber who lives in the fictional land of the Mushroom Kingdom with Luigi, his younger, taller brother.[3][47][48] In the television series and film, Mario and Luigi are originally from Brooklyn, New York.[47] Little is known of Mario's childhood, though the infant version of Mario, Baby Mario, first appeared in 1995 in Super Mario World 2: Yoshi's Island, and has often appeared in Nintendo sports games since then. Baby Mario has a major role along with Baby Luigi in Mario & Luigi: Partners in Time and appears in Yoshi's Island DS. He, along with the adult Mario, is voiced by Charles Martinet.[49][50]
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He wears a long-sleeved red shirt, a pair of blue overalls with yellow buttons, brown shoes, white gloves and a red cap with a red "M" printed on a white circle. In Donkey Kong, he wore a pair of red overalls, and a blue shirt. In Super Mario Bros., he wore a brown shirt with red overalls. He has blue eyes, and, like Luigi, has brown hair, and a dark brown or black mustache. This consistent difference in color is attributed to being a relic from designing the characters for their original platforms, wherein certain features were actively distinguished while others had to be curtailed due to technical limitations.[51] In a 2005 interview, Miyamoto stated that Mario's physical age was about 24–25 years old.[52]
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Nintendo did not initially reveal Mario's full name. In a 1989 interview, his full name was stated not to be "Mario Mario" though it may be inferred from the title of the Mario Bros. series.[53] The first notable use of "Mario Mario" is in the 1993 live-action film adaptation. This was again used in two of Prima's official strategy guides, in 2000[54] for Mario Party 2 and in 2003[55] for Mario and Luigi: Superstar Saga. In 2012, after Charles Martinet voiced Mario declaring himself "Mario Mario" at the San Diego Comic-Con,[56] the next month Satoru Iwata said he had no last name,[57] which Shigeru Miyamoto agreed with the month after.[58] Two months after Iwata's death in July 2015, Miyamoto changed his stance September 2015 at the Super Mario Bros. 30th Anniversary festival, asserting that his name was indeed Mario Mario.[59][60]
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Mario's occupation is plumbing, though in the original Donkey Kong games he is a carpenter.[61] Mario has had several other occupations: in the Dr. Mario series of puzzle games, which debuted in 1990,[39] Mario is portrayed as a medical physician named "Dr. Mario";[62] in the Game Boy game Mario's Picross, Mario is an archaeologist; and in Mario vs. Donkey Kong 2: March of the Minis, Mario is the president of a profitable toy-making company.[63] Mario is an athlete in Mario sports games including Mario Sports Mix, Mario Strikers Charged, and Mario Tennis Aces; as well as a kart racer in the Mario Kart series. Mario usually saves Princess Peach and the Mushroom Kingdom and purges antagonists, such as Bowser, from various areas. Mario has gained fame in the Mushroom Kingdom due to his heroic deeds, as shown in Mario & Luigi: Superstar Saga, where the brothers are referred to as "superstars".[64] In September 2017, Nintendo confirmed on their official Japanese profile for the character that Mario was no longer considered a plumber, most likely due to his various occupations and hobbies.[65] However as of March 2018, the Japanese profile has since been changed to state that Mario's occupation is still a plumber.[66]
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Since his first game, Mario has usually had the role of saving the damsel in distress.[47] Originally, he had to rescue his girlfriend Pauline in Donkey Kong from Donkey Kong.[67] Pauline was soon replaced by a new damsel in distress, Princess Peach, in Super Mario Bros.,[3] but returned in the Game Boy remake of Donkey Kong in 1994, and in Mario vs. Donkey Kong 2: March of the Minis in 2006, although the character is now described as "Mario's friend."[68] Mario has rescued Princess Peach multiple times since Super Mario Bros.[47] In a role reversal, Peach rescues Mario in Super Princess Peach.[69] Mario rescued Princess Daisy of Sarasaraland in Super Mario Land,[70] but Luigi seems to be more linked to her. In Super Smash Bros. Melee, the text explaining Daisy's trophy states that "after her appearance in Mario Golf, gossips portrayed her as Luigi's answer to Mario's Peach."[71]
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Luigi is Mario's younger fraternal twin brother.[48] He is a companion in the Mario games,[48] and the character whom the second player controls in two-player sessions of many of the video games,[72] though he occasionally rescues Mario, as seen in Mario Is Missing! and Luigi's Mansion.[73] Super Mario Land 2: 6 Golden Coins for the Game Boy saw the arrival of Wario, Mario's greedy counterpart, who is often Mario's antagonist or an antihero.[74] Yoshi is a dinosaur whose species is also named Yoshi.[75] They vary in color, though the original Yoshi is green.[75] Yoshi serves as Mario's steed in games such as Super Mario World,[75] and is depicted as an independent character in games like Super Mario Kart and Super Mario World 2: Yoshi's Island.
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During the development of Donkey Kong, Mario was known as 'Jumpman.'[3] Jumping—both to access places and as an offensive move—is a common gameplay element in Mario games, especially the Super Mario series. By the time Super Mario RPG was released, jumping became such a signature act of Mario that the player was often tasked with jumping to prove to non-player characters that he was Mario. Mario's most commonly portrayed form of attack is jumping to stomp on the heads of enemies, first used in Super Mario Bros. This jump-stomp move may entirely crush smaller enemies on the stage, and usually deals damage to larger ones, sometimes causing secondary effects.[3]
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This attack often enables Mario to knock the turtle-like Koopa Troopas into or out of their shells, which can be used as weapons.[3] Subsequent games have elaborated on Mario's jumping-related abilities. Super Mario World added the ability to spin-jump, which allows Mario to break blocks beneath him. The Game Boy version of Donkey Kong allows Mario to jump higher with consecutive jumps, and perform a back-flip. In Super Mario 64, Mario gains new jumping abilities such as a sideways somersault; a ground pound, which is a high-impact downward thrusting motion; and the "Wall Kick", which propels him upwards by kicking off walls.
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Mario uses items, which give him various powers, and differ between the games he is in. The first power-up Mario used was the Hammer in Donkey Kong.[67]
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Super Mario Bros. introduced the basic three power-ups that have become staples for the series, especially the 2D games — the Super Mushroom, which causes Mario to grow larger; the Fire Flower, which allows Mario to throw fireballs; and the Starman, which gives Mario temporary invincibility. These powers have appeared regularly throughout the series.[3] Throughout the series' history, there have been several kinds of Mushroom power-ups, including the 1-up Mushroom, which gives Mario an extra life; the Poison Mushroom, which causes Mario to either shrink or die;[76] the Mega Mushroom, which causes Mario to grow very large; and the Mini Mushroom, which causes Mario to shrink.[77]
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A reoccurring power-up throughout the series is an item that gives Mario the ability of flight. The first of this type was introduced in Super Mario Bros. 3: one power-up, which gives Mario a raccoon suit, is called the Super Leaf,[78] while another is called the Tanooki Suit (a transliteration of tanuki) and grants Mario the ability to fly or turn into a statue.[79] In Super Mario World, an item called the Cape Feather was introduced that gave Mario a cape.[80] In Super Mario Land 2: 6 Golden Coins, a carrot was available that gave Mario rabbit ears that allowed him to fly,[79] and in Super Mario 64, Mario could acquire an item called the Wing Cap, which temporarily gave him the ability of flight.[81] Super Mario Sunshine introduces a pump-water spraying device named "F.L.U.D.D.", which abilities included spraying water and hovering.[82]
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Super Mario Galaxy introduced new power-ups, including the Bee Mushroom, which turned Mario into a bee and allowed him to fly temporarily; the Boo Mushroom, which turned Mario into a ghost, allowing him to float and pass through walls; the Spring Mushroom, which encased Mario in a spring, allowing him to jump higher; and the Ice Flower, which allowed the player to temporarily walk on water and lava without sinking or taking damage.[83] Super Mario Galaxy 2 introduced more power ups, including the Cloud Flower which allows Mario to create platforms in midair and Rock Mario, which transforms Mario into a boulder that could be used to break through barriers.[84]
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New Super Mario Bros. Wii updated the Ice Flower, which allows Mario to shoot ice balls that temporally freeze enemies; and introduced the Propeller Mushroom, which allows him to fly; as well as the Penguin Suit, which allows Mario to easily traverse ice and swim through water in addition to shooting ice balls. Super Mario 3D Land introduced the Boomerang Flower, which allows Mario to throw boomerangs at nearby enemies; and the Statue Leaf, which allows Mario to turn to a statue. In New Super Mario Bros. U, a Super Acorn makes its debut. This transforms Mario to his new Flying squirrel form where he can glide and stick on walls. Super Mario 3D World introduced the Super Bell, which transforms Mario into his cat form as well as a Double Cherry to make multiple copies of himself.
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As Nintendo's primary mascot, Mario is widely considered to be the most famous video game character in history, and has been called an icon of the gaming industry.[1][4][85] The Mario series of video games has sold more than 510 million copies, making it the best-selling video game franchise.[3] Mario was one of the first video game character inductees at the Walk of Game in 2005, alongside Link and Sonic the Hedgehog.[86] Mario was the first video game character to be honored with a wax figure in the Hollywood Wax Museum in 2003. In 1990, a national survey found that Mario was more recognizable to American children than Mickey Mouse.[87][88] Mario has also been called the "most recognisable" figure in the gaming industry.[89]
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Creator Shigeru Miyamoto has stated that Mario is his favorite out of all characters that he has created.[90] Electronic Gaming Monthly gave Mario their "Coolest Mascot" award for 1996, calling him "an age-old friend."[91] Nintendo Power listed Mario as their favorite hero, citing his defining characteristics as his mustache, red cap, plumbing prowess, and his mushrooms.[92] In a poll conducted in 2008 by Oricon, Mario was voted the most popular video game character in Japan.[93]
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GameDaily listed the "unlikely hero" on its top 25 video game archetypes, and used Mario as an example of this. It stated that in spite of the fact that he should have run out of energy through the first level, he kept going.[94] Mario ranked fourth on GameDaily's top ten Smash Bros. characters list.[95] Mario was fourth on UGO's list of the "Top 100 Heroes of All Time".[96] They also listed Mario's hat twenty-first on their list of "The Coolest Helmets and Headgear in Video Games", stating "there's always somebody at your Halloween party wearing one."[97] CNET listed him first on its list of the "Top 5 video game characters".[98] He was voted 100th in IGN's Top 100 Villains for his appearance in Donkey Kong Junior, adding "This Mario is a total jerk, holding Donkey Kong Jr.'s dad hostage",[99] and he has also been elected by GamesRadar as the 90th "most dastardly ne'er-do-wells" villain in video games in their "top 100".[100]
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Mario has been established as a pop culture icon, and has starred in numerous television shows, comic books, and in a feature film. He has appeared on lunch boxes, T-shirts, magazines, commercials (notably, in a Got Milk? commercial),[101] in candy form, on shampoo bottles, cereal, badges, board games, and as a plush toy.[1] Nintendo produced a 60-minute anime film based on the original Super Mario Bros., Super Mario Bros.: Peach-Hime Kyushutsu Dai Sakusen!, in 1986, although this film has not been released outside Japan and has not been released on any home video format except VHS.
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The animated series The Super Mario Bros. Super Show! featured a live-action series of skits which starred former WWF manager "Captain" Lou Albano as Mario and Danny Wells as Luigi. Mario appeared in a book series, the Nintendo Adventure Books. Mario has inspired unlicensed paintings,[102] performances on talent shows such as India's Got Talent,[103] and short films, which have been viewed hundreds of thousands of times.[104] The character has been present in a number of works created by third parties other than Nintendo, such as in the iOS and Android video game Platform Panic, in which one of the purchasable skins is a reference to him.[105]
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Many people and places have been named or nicknamed after Mario. Bergsala, the distributor of Nintendo's products in the Nordic and the Baltic countries, is located at Marios Gata 21 (Mario's Street 21) in Kungsbacka, Sweden, named after Mario.[106] Many sports stars, including Bundesliga football players Mario Götze and Mario Gómez, National Hockey League player Mario Lemieux,[107] Italian footballer Mario Balotelli,[citation needed] and Italian cyclist Mario Cipollini have been given the nickname "Super Mario". In a suburb of the Spanish city of Zaragoza, streets were named after video games, including "Avenida de Super Mario Bros".[108][109]
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Mario's legacy is recognized by Guinness World Records, who awarded the Nintendo mascot, and the series of platform games he has appeared in, seven world records in the Guinness World Records: Gamer's Edition 2008. These records include "Best Selling Video Game Series of All Time", "First Movie Based on an Existing Video Game", and "Most Prolific Video Game Character", with Mario appearing in 116 original games.[110] In 2011, readers of Guinness World Records Gamer's Edition voted Mario as the top video game character of all time.[111]
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Mario appeared in the 2016 Summer Olympics closing ceremony to promote the 2020 Summer Olympics in Tokyo. In a pre-recorded video, the prime minister Shinzō Abe became Mario to use a Warp pipe planted by Doraemon from Shibuya Crossing to Maracanã Stadium. Abe then appeared dressed as Mario in an oversized Warp Pipe in the middle of the stadium.[112][113][114]
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Mario Day (previously known as National[where?] Mario Day) is celebrated on March 10,[115][116][117] as when that date is presented as Mar 10 it resembles the name MARIO.[118][119] Since 2016, the day was officially observed by Nintendo,[120] and celebrates this day annually by promoting Mario games and holding Mario-related events.[121]
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The sea, the world ocean, or simply the ocean is the connected body of salty water that covers over 70% of Earth's surface (361,132,000 square kilometres (139,434,000 sq mi), with a total volume of roughly 1,332,000,000 cubic kilometres (320,000,000 cu mi)).[1] It moderates Earth's climate and has important roles in the water cycle, carbon cycle, and nitrogen cycle. It has been travelled and explored since ancient times, while the scientific study of the sea—oceanography—dates broadly from the voyages of Captain James Cook to explore the Pacific Ocean between 1768 and 1779. The word sea is also used to denote smaller, partly landlocked sections of the ocean and certain large, entirely landlocked, saltwater lakes, such as the Caspian Sea and the Dead Sea.
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The most abundant solid dissolved in seawater is sodium chloride. The water also contains salts of magnesium, calcium, and potassium, amongst many other elements, some in minute concentrations. Salinity varies widely, being lower near the surface and the mouths of large rivers and higher in the depths of the ocean; however, the relative proportions of dissolved salts varies little across the oceans. Winds blowing over the surface of the sea produce waves, which break when they enter shallow water. Winds also create surface currents through friction, setting up slow but stable circulations of water throughout the oceans. The directions of the circulation are governed by factors including the shapes of the continents and Earth's rotation (the Coriolis effect). Deep-sea currents, known as the global conveyor belt, carry cold water from near the poles to every ocean. Tides, the generally twice-daily rise and fall of sea levels, are caused by Earth's rotation and the gravitational effects of the orbiting Moon and, to a lesser extent, of the Sun. Tides may have a very high range in bays or estuaries. Submarine earthquakes arising from tectonic plate movements under the oceans can lead to destructive tsunamis, as can volcanoes, huge landslides or the impact of large meteorites.
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A wide variety of organisms, including bacteria, protists, algae, plants, fungi, and animals, live in the sea, which offers a wide range of marine habitats and ecosystems, ranging vertically from the sunlit surface and shoreline to the great depths and pressures of the cold, dark abyssal zone, and in latitude from the cold waters under polar ice caps to the colourful diversity of coral reefs in tropical regions. Many of the major groups of organisms evolved in the sea and life may have started there.
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The sea provides substantial supplies of food for humans, mainly fish, but also shellfish, mammals and seaweed, whether caught by fishermen or farmed underwater. Other human uses of the sea include trade, travel, mineral extraction, power generation, warfare, and leisure activities such as swimming, sailing, and scuba diving. Many of these activities create marine pollution. The sea is important in human culture, with major appearances in literature at least since Homer's Odyssey, in marine art, in cinema, in theatre and in classical music. Symbolically, the sea appears as monsters such as Scylla in mythology and represents the unconscious mind in dream interpretation.
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The sea is the interconnected system of all the Earth's oceanic waters, including the Atlantic, Pacific, Indian, Southern and Arctic Oceans.[2] However, the word "sea" can also be used for many specific, much smaller bodies of seawater, such as the North Sea or the Red Sea. There is no sharp distinction between seas and oceans, though generally seas are smaller, and are often partly (as marginal seas) or wholly (as inland seas) bordered by land.[3] However, the Sargasso Sea has no coastline and lies within a circular current, the North Atlantic Gyre.[4](p90) Seas are generally larger than lakes and contain salt water, but the Sea of Galilee is a freshwater lake.[5][a] The United Nations Convention on the Law of the Sea states that all of the ocean is "sea".[9][10][b]
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Earth is the only known planet with seas of liquid water on its surface,[4](p22) although Mars possesses ice caps and similar planets in other solar systems may have oceans.[12] Earth's 1,335,000,000 cubic kilometers (320,000,000 cu mi) of sea contain about 97.2 percent of its known water[13][c] and cover more than 70 percent of its surface.[4](p7) Another 2.15% of Earth's water is frozen, found in the sea ice covering the Arctic Ocean, the ice cap covering Antarctica and its adjacent seas, and various glaciers and surface deposits around the world. The remainder (about 0.65% of the whole) form underground reservoirs or various stages of the water cycle, containing the freshwater encountered and used by most terrestrial life: vapor in the air, the clouds it slowly forms, the rain falling from them, and the lakes and rivers spontaneously formed as its waters flow again and again to the sea.[13]
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The scientific study of water and Earth's water cycle is hydrology; hydrodynamics studies the physics of water in motion. The more recent study of the sea in particular is oceanography. This began as the study of the shape of the ocean's currents[18] but has since expanded into a large and multidisciplinary field:[19] it examines the properties of seawater; studies waves, tides, and currents; charts coastlines and maps the seabeds; and studies marine life.[20] The subfield dealing with the sea's motion, its forces, and the forces acting upon it is known as physical oceanography.[21] Marine biology (biological oceanography) studies the plants, animals, and other organisms inhabiting marine ecosystems. Both are informed by chemical oceanography, which studies the behavior of elements and molecules within the oceans: particularly, at the moment, the ocean's role in the carbon cycle and carbon dioxide's role in the increasing acidification of seawater. Marine and maritime geography charts the shape and shaping of the sea, while marine geology (geological oceanography) has provided evidence of continental drift and the composition and structure of the Earth, clarified the process of sedimentation, and assisted the study of volcanism and earthquakes.[19]
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The water in the sea was thought to come from the Earth's volcanoes, starting 4 billion years ago, released by degassing from molten rock.[4](pp24–25) More recent work suggests much of the Earth's water may come from comets.[22] A characteristic of seawater is that it is salty. Salinity is usually measured in parts per thousand (‰ or per mil), and the open ocean has about 35 grams (1.2 oz) solids per litre, a salinity of 35 ‰. The Mediterranean Sea is slightly higher at 38 ‰,[23] while the salinity of the northern Red Sea can reach 41‰.[24] In contrast, some landlocked hypersaline lakes have a much higher salinity, for example the Dead Sea has 300 grams (11 oz) dissolved solids per litre (300 ‰).
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While the constituents of table salt sodium and chloride make up about 85 percent of the solids in solution, there are also other metal ions such as magnesium and calcium, and negative ions including sulphate, carbonate, and bromide. Despite variations in the levels of salinity in different seas, the relative composition of the dissolved salts is stable throughout the world's oceans.[25][26] Seawater is too saline for humans to drink safely, as the kidneys cannot excrete urine as salty as seawater.[27]
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Although the amount of salt in the ocean remains relatively constant within the scale of millions of years, various factors affect the salinity of a body of water.[28] Evaporation and by-product of ice formation (known as "brine rejection") increase salinity, whereas precipitation, sea ice melt, and runoff from land reduce it.[28] The Baltic Sea, for example, has many rivers flowing into it, and thus the sea could be considered as brackish.[29] Meanwhile, the Red Sea is very salty due to its high evaporation rate.[30]
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Sea temperature depends on the amount of solar radiation falling on its surface. In the tropics, with the sun nearly overhead, the temperature of the surface layers can rise to over 30 °C (86 °F) while near the poles the temperature in equilibrium with the sea ice is about −2 °C (28 °F). There is a continuous circulation of water in the oceans. Warm surface currents cool as they move away from the tropics, and the water becomes denser and sinks. The cold water moves back towards the equator as a deep sea current, driven by changes in the temperature and density of the water, before eventually welling up again towards the surface. Deep seawater has a temperature between −2 °C (28 °F) and 5 °C (41 °F) in all parts of the globe.[31]
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Seawater with a typical salinity of 35‰ has a freezing point of about −1.8 °C (28.8 °F).[32] When its temperature becomes low enough, ice crystals form on the surface. These break into small pieces and coalesce into flat discs that form a thick suspension known as frazil. In calm conditions this freezes into a thin flat sheet known as nilas, which thickens as new ice forms on its underside. In more turbulent seas, frazil crystals join together into flat discs known as pancakes. These slide under each other and coalesce to form floes. In the process of freezing, salt water and air are trapped between the ice crystals. Nilas may have a salinity of 12–15 ‰, but by the time the sea ice is one year old, this falls to 4–6 ‰.[33]
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The amount of oxygen found in seawater depends primarily on the plants growing in it. These are mainly algae, including phytoplankton, with some vascular plants such as seagrasses. In daylight the photosynthetic activity of these plants produces oxygen, which dissolves in the seawater and is used by marine animals. At night, photosynthesis stops, and the amount of dissolved oxygen declines. In the deep sea, where insufficient light penetrates for plants to grow, there is very little dissolved oxygen. In its absence, organic material is broken down by anaerobic bacteria producing hydrogen sulphide.[34] Global warming is likely to reduce levels of oxygen in surface waters, since the solubility of oxygen in water falls at higher temperatures.[35]
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The amount of light that penetrates the sea depends on the angle of the sun, the weather conditions and the turbidity of the water. Much light gets reflected at the surface, and red light gets absorbed in the top few metres. Yellow and green light reach greater depths, and blue and violet light may penetrate as deep as 1,000 metres (3,300 ft). There is insufficient light for photosynthesis and plant growth beyond a depth of about 200 metres (660 ft).[36]
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Wind blowing over the surface of a body of water forms waves that are perpendicular to the direction of the wind. The friction between air and water caused by a gentle breeze on a pond causes ripples to form. A strong blow over the ocean causes larger waves as the moving air pushes against the raised ridges of water. The waves reach their maximum height when the rate at which they are travelling nearly matches the speed of the wind. In open water, when the wind blows continuously as happens in the Southern Hemisphere in the Roaring Forties, long, organised masses of water called swell roll across the ocean.[4](pp83–84)[37][38][d] If the wind dies down, the wave formation is reduced, but already-formed waves continue to travel in their original direction until they meet land. The size of the waves depends on the fetch, the distance that the wind has blown over the water and the strength and duration of that wind. When waves meet others coming from different directions, interference between the two can produce broken, irregular seas.[37] Constructive interference can cause individual (unexpected) rogue waves much higher than normal.[39] Most waves are less than 3 m (10 ft) high[39] and it is not unusual for strong storms to double or triple that height;[40] offshore construction such as wind farms and oil platforms use metocean statistics from measurements in computing the wave forces (due to for instance the hundred-year wave) they are designed against.[41] Rogue waves, however, have been documented at heights above 25 meters (82 ft).[42][43]
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The top of a wave is known as the crest, the lowest point between waves is the trough and the distance between the crests is the wavelength. The wave is pushed across the surface of the sea by the wind, but this represents a transfer of energy and not a horizontal movement of water. As waves approach land and move into shallow water, they change their behavior. If approaching at an angle, waves may bend (refraction) or wrap rocks and headlands (diffraction). When the wave reaches a point where its deepest oscillations of the water contact the seabed, they begin to slow down. This pulls the crests closer together and increases the waves' height, which is called wave shoaling. When the ratio of the wave's height to the water depth increases above a certain limit, it "breaks", toppling over in a mass of foaming water.[39] This rushes in a sheet up the beach before retreating into the sea under the influence of gravity.[37]
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A tsunami is an unusual form of wave caused by an infrequent powerful event such as an underwater earthquake or landslide, a meteorite impact, a volcanic eruption or a collapse of land into the sea. These events can temporarily lift or lower the surface of the sea in the affected area, usually by a few feet. The potential energy of the displaced seawater is turned into kinetic energy, creating a shallow wave, a tsunami, radiating outwards at a velocity proportional to the square root of the depth of the water and which therefore travels much faster in the open ocean than on a continental shelf.[44] In the deep open sea, tsunamis have wavelengths of around 80 to 300 miles (130 to 480 km), travel at speeds of over 600 miles per hour (970 km/hr)[45] and usually have a height of less than three feet, so they often pass unnoticed at this stage.[46] In contrast, ocean surface waves caused by winds have wavelengths of a few hundred feet, travel at up to 65 miles per hour (105 km/h) and are up to 45 feet (14 metres) high.[46]
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A trigger event on the continental shelf may cause a local tsunami on the land side and a distant tsunami that travels out across the ocean. The energy of the wave is dissipated only gradually, but is spread out over the wave front, so as the wave radiates away from the source, the front gets longer and the average energy reduces, so distant shores will, on average, be hit by weaker waves. However, as the speed of the wave is controlled by the water depth, it does not travel at the same speed in all directions, and this affects the direction of the wave front – an effect known as refraction – which can focus the strength of the advancing tsunami on some areas and weaken it in others according to undersea topography.[47][48]
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As a tsunami moves into shallower water its speed decreases, its wavelength shortens and its amplitude increases enormously,[46] behaving in the same way as a wind-generated wave in shallow water, but on a vastly greater scale. Either the trough or the crest of a tsunami can arrive at the coast first.[44] In the former case, the sea draws back and leaves subtidal areas close to the shore exposed which provides a useful warning for people on land.[49] When the crest arrives, it does not usually break but rushes inland, flooding all in its path. Much of the destruction may be caused by the flood water draining back into the sea after the tsunami has struck, dragging debris and people with it. Often several tsunami are caused by a single geological event and arrive at intervals of between eight minutes and two hours. The first wave to arrive on shore may not be the biggest or most destructive.[44] Occasionally, a tsunami may transform into a bore, typically in a shallow bay or an estuary.[45]
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Wind blowing over the surface of the sea causes friction at the interface between air and sea. Not only does this cause waves to form but it also makes the surface seawater move in the same direction as the wind. Although winds are variable, in any one place they predominantly blow from a single direction and thus a surface current can be formed. Westerly winds are most frequent in the mid-latitudes while easterlies dominate the tropics.[50] When water moves in this way, other water flows in to fill the gap and a circular movement of surface currents known as a gyre is formed. There are five main gyres in the world's oceans: two in the Pacific, two in the Atlantic and one in the Indian Ocean. Other smaller gyres are found in lesser seas and a single gyre flows around Antarctica. These gyres have followed the same routes for millennia, guided by the topography of the land, the wind direction and the Coriolis effect. The surface currents flow in a clockwise direction in the Northern Hemisphere and anticlockwise in the Southern Hemisphere. The water moving away from the equator is warm, and that flowing in the reverse direction has lost most of its heat. These currents tend to moderate the Earth's climate, cooling the equatorial region and warming regions at higher latitudes.[51] Global climate and weather forecasts are powerfully affected by the world ocean, so global climate modelling makes use of ocean circulation models as well as models of other major components such as the atmosphere, land surfaces, aerosols and sea ice.[52] Ocean models make use of a branch of physics, geophysical fluid dynamics, that describes the large-scale flow of fluids such as seawater.[53]
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Surface currents only affect the top few hundred metres (yards) of the sea, but there are also large-scale flows in the ocean depths caused by the movement of deep water masses. A main deep ocean current flows through all the world's oceans and is known as the thermohaline circulation or global conveyor belt. This movement is slow and is driven by differences in density of the water caused by variations in salinity and temperature.[54] At high latitudes the water is chilled by the low atmospheric temperature and becomes saltier as sea ice crystallizes out. Both these factors make it denser, and the water sinks. From the deep sea near Greenland, such water flows southwards between the continental landmasses on either side of the Atlantic. When it reaches the Antarctic, it is joined by further masses of cold, sinking water and flows eastwards. It then splits into two streams that move northwards into the Indian and Pacific Oceans. Here it is gradually warmed, becomes less dense, rises towards the surface and loops back on itself. It takes a thousand years for this circulation pattern to be completed.[51]
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Besides gyres, there are temporary surface currents that occur under specific conditions. When waves meet a shore at an angle, a longshore current is created as water is pushed along parallel to the coastline. The water swirls up onto the beach at right angles to the approaching waves but drains away straight down the slope under the effect of gravity. The larger the breaking waves, the longer the beach and the more oblique the wave approach, the stronger is the longshore current.[55] These currents can shift great volumes of sand or pebbles, create spits and make beaches disappear and water channels silt up.[51] A rip current can occur when water piles up near the shore from advancing waves and is funnelled out to sea through a channel in the seabed. It may occur at a gap in a sandbar or near a man-made structure such as a groyne. These strong currents can have a velocity of 3 ft (0.9 m) per second, can form at different places at different stages of the tide and can carry away unwary bathers.[56] Temporary upwelling currents occur when the wind pushes water away from the land and deeper water rises to replace it. This cold water is often rich in nutrients and creates blooms of phytoplankton and a great increase in the productivity of the sea.[51]
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Tides are the regular rise and fall in water level experienced by seas and oceans in response to the gravitational influences of the Moon and the Sun, and the effects of the Earth's rotation. During each tidal cycle, at any given place the water rises to a maximum height known as "high tide" before ebbing away again to the minimum "low tide" level. As the water recedes, it uncovers more and more of the foreshore, also known as the intertidal zone. The difference in height between the high tide and low tide is known as the tidal range or tidal amplitude.[57][58]
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Most places experience two high tides each day, occurring at intervals of about 12 hours and 25 minutes. This is half the 24 hours and 50 minute period that it takes for the Earth to make a complete revolution and return the Moon to its previous position relative to an observer. The Moon's mass is some 27 million times smaller than the Sun, but it is 400 times closer to the Earth.[59] Tidal force or tide-raising force decreases rapidly with distance, so the moon has more than twice as great an effect on tides as the Sun.[59] A bulge is formed in the ocean at the place where the Earth is closest to the Moon, because it is also where the effect of the Moon's gravity is stronger. On the opposite side of the Earth, the lunar force is at its weakest and this causes another bulge to form. As the Moon rotates around the Earth, so do these ocean bulges move around the Earth. The gravitational attraction of the Sun is also working on the seas, but its effect on tides is less powerful than that of the Moon, and when the Sun, Moon and Earth are all aligned (full moon and new moon), the combined effect results in the high "spring tides". In contrast, when the Sun is at 90° from the Moon as viewed from Earth, the combined gravitational effect on tides is less causing the lower "neap tides".[57]
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Tidal flows of seawater are resisted by the water's inertia and can be affected by land masses. In places like the Gulf of Mexico where land constrains the movement of the bulges, only one set of tides may occur each day. Inshore from an island there may be a complex daily cycle with four high tides. The island straits at Chalkis on Euboea experience strong currents which abruptly switch direction, generally four times per day but up to 12 times per day when the moon and the sun are 90 degrees apart.[60] Where there is a funnel-shaped bay or estuary, the tidal range can be magnified. The Bay of Fundy is the classic example of this and can experience spring tides of 15 m (49 ft). Although tides are regular and predictable, the height of high tides can be lowered by offshore winds and raised by onshore winds. The high pressure at the centre of an anticyclones pushes down on the water and is associated with abnormally low tides while low-pressure areas may cause extremely high tides.[57] A storm surge can occur when high winds pile water up against the coast in a shallow area and this, coupled with a low pressure system, can raise the surface of the sea at high tide dramatically. In 1900, Galveston, Texas experienced a 15 ft (5 m) surge during a hurricane that overwhelmed the city, killing over 3,500 people and destroying 3,636 homes.[61]
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The Earth is composed of a magnetic central core, a mostly liquid mantle and a hard rigid outer shell (or lithosphere), which is composed of the Earth's rocky crust and the deeper mostly solid outer layer of the mantle. On land the crust is known as the continental crust while under the sea it is known as the oceanic crust. The latter is composed of relatively dense basalt and is some five to ten kilometres (three to six miles) thick. The relatively thin lithosphere floats on the weaker and hotter mantle below and is fractured into a number of tectonic plates.[62] In mid-ocean, magma is constantly being thrust through the seabed between adjoining plates to form mid-oceanic ridges and here convection currents within the mantle tend to drive the two plates apart. Parallel to these ridges and nearer the coasts, one oceanic plate may slide beneath another oceanic plate in a process known as subduction. Deep trenches are formed here and the process is accompanied by friction as the plates grind together. The movement proceeds in jerks which cause earthquakes, heat is produced and magma is forced up creating underwater mountains, some of which may form chains of volcanic islands near to deep trenches. Near some of the boundaries between the land and sea, the slightly denser oceanic plates slide beneath the continental plates and more subduction trenches are formed. As they grate together, the continental plates are deformed and buckle causing mountain building and seismic activity.[63][64]
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The Earth's deepest trench is the Mariana Trench which extends for about 2,500 kilometres (1,600 mi) across the seabed. It is near the Mariana Islands, a volcanic archipelago in the West Pacific, and though it averages just 68 kilometres (42 mi) wide, its deepest point is 10.994 kilometres (nearly 7 miles) below the surface of the sea.[65] An even longer trench runs alongside the coast of Peru and Chile, reaching a depth of 8,065 metres (26,460 ft) and extending for approximately 5,900 kilometres (3,700 mi). It occurs where the oceanic Nazca Plate slides under the continental South American Plate and is associated with the upthrust and volcanic activity of the Andes.[66]
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The zone where land meets sea is known as the coast and the part between the lowest spring tides and the upper limit reached by splashing waves is the shore. A beach is the accumulation of sand or shingle on the shore.[67] A headland is a point of land jutting out into the sea and a larger promontory is known as a cape. The indentation of a coastline, especially between two headlands, is a bay, a small bay with a narrow inlet is a cove and a large bay may be referred to as a gulf.[68] Coastlines are influenced by a number of factors including the strength of the waves arriving on the shore, the gradient of the land margin, the composition and hardness of the coastal rock, the inclination of the off-shore slope and the changes of the level of the land due to local uplift or submergence. Normally, waves roll towards the shore at the rate of six to eight per minute and these are known as constructive waves as they tend to move material up the beach and have little erosive effect. Storm waves arrive on shore in rapid succession and are known as destructive waves as the swash moves beach material seawards. Under their influence, the sand and shingle on the beach is ground together and abraded. Around high tide, the power of a storm wave impacting on the foot of a cliff has a shattering effect as air in cracks and crevices is compressed and then expands rapidly with release of pressure. At the same time, sand and pebbles have an erosive effect as they are thrown against the rocks. This tends to undercut the cliff, and normal weathering processes such as the action of frost follows, causing further destruction. Gradually, a wave-cut platform develops at the foot of the cliff and this has a protective effect, reducing further wave-erosion.[67]
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Material worn from the margins of the land eventually ends up in the sea. Here it is subject to attrition as currents flowing parallel to the coast scour out channels and transport sand and pebbles away from their place of origin. Sediment carried to the sea by rivers settles on the seabed causing deltas to form in estuaries. All these materials move back and forth under the influence of waves, tides and currents.[67] Dredging removes material and deepens channels but may have unexpected effects elsewhere on the coastline. Governments make efforts to prevent flooding of the land by the building of breakwaters, seawalls, dykes and levees and other sea defences. For instance, the Thames Barrier is designed to protect London from a storm surge,[69] while the failure of the dykes and levees around New Orleans during Hurricane Katrina created a humanitarian crisis in the United States. Land reclamation in Hong Kong also permitted the construction of Hong Kong International Airport through the leveling and expansion of two smaller islands.[70]
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Over most of geologic time, the sea level has been higher than it is today.[4](p74) The main factor affecting sea level over time is the result of changes in the oceanic crust, with a downward trend expected to continue in the very long term.[71] At the last glacial maximum, some 20,000 years ago, the sea level was 120 metres (390 ft) below its present-day level. For at least the last 100 years, sea level has been rising at an average rate of about 1.8 millimetres (0.071 in) per year.[72] Most of this rise can be attributed to an increase in the temperature of the sea and the resulting slight thermal expansion of the upper 500 metres (1,600 ft) of water. Additional contributions, as much as one quarter of the total, come from water sources on land, such as melting snow and glaciers and extraction of groundwater for irrigation and other agricultural and human needs.[73] The rising trend from global warming is expected to continue until at least the end of the 21st century.[74]
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The sea plays a part in the water or hydrological cycle, in which water evaporates from the ocean, travels through the atmosphere as vapour, condenses, falls as rain or snow, thereby sustaining life on land, and largely returns to the sea.[75] Even in the Atacama Desert, where little rain ever falls, dense clouds of fog known as the camanchaca blow in from the sea and support plant life.[76]
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In central Asia and other large land masses, there are endorheic basins which have no outlet to the sea, separated from the ocean by mountains or other natural geologic features that prevent the water draining away. The Caspian Sea is the largest one of these. Its main inflow is from the River Volga, there is no outflow and the evaporation of water makes it saline as dissolved minerals accumulate. The Aral Sea in Kazakhstan and Uzbekistan, and Pyramid Lake in the western United States are further examples of large, inland saline water-bodies without drainage. Some endorheic lakes are less salty, but all are sensitive to variations in the quality of the inflowing water.[77]
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Oceans contain the greatest quantity of actively cycled carbon in the world and are second only to the lithosphere in the amount of carbon they store.[78] The oceans' surface layer holds large amounts of dissolved organic carbon that is exchanged rapidly with the atmosphere. The deep layer's concentration of dissolved inorganic carbon is about 15 percent higher than that of the surface layer[79] and it remains there for much longer periods of time.[80] Thermohaline circulation exchanges carbon between these two layers.[78]
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Carbon enters the ocean as atmospheric carbon dioxide dissolves in the surface layers and is converted into carbonic acid, carbonate, and bicarbonate:[81]
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It can also enter through rivers as dissolved organic carbon and is converted by photosynthetic organisms into organic carbon. This can either be exchanged throughout the food chain or precipitated into the deeper, more carbon rich layers as dead soft tissue or in shells and bones as calcium carbonate. It circulates in this layer for long periods of time before either being deposited as sediment or being returned to surface waters through thermohaline circulation.[80]
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Seawater is slightly alkaline and had an average pH of about 8.2 over the past 300 million years.[82] More recently, anthropogenic activities have steadily increased the carbon dioxide content of the atmosphere; about 30–40% of the added CO2 is absorbed by the oceans, forming carbonic acid and lowering the pH (now below 8.1[82]) through a process called ocean acidification.[83][84][85] The pH is expected to reach 7.7 (representing a 3-fold increase in hydrogen ion concentration) by the year 2100, which is a significant change in a century.[86][e]
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One important element for the formation of skeletal material in marine animals is calcium, but calcium carbonate becomes more soluble with pressure, so carbonate shells and skeletons dissolve below its compensation depth.[88] Calcium carbonate also becomes more soluble at lower pH, so ocean acidification is likely to have profound effects on marine organisms with calcareous shells, such as oysters, clams, sea urchins, and corals,[89] because their ability to form shells will be reduced,[90] and the carbonate compensation depth will rise closer to the sea surface. Affected planktonic organisms will include the snail-like molluscs known as pteropods, and single-celled algae called coccolithophorids and foraminifera. All of these are important parts of the food chain and a diminution in their numbers will have significant consequences. In tropical regions, corals are likely to be severely affected as it becomes more difficult to build their calcium carbonate skeletons,[91] in turn adversely impacting other reef dwellers.[86]
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The current rate of ocean chemistry change appears to be without precedent in Earth's geological history, making it unclear how well marine ecosystems will be able to adapt to the shifting conditions of the near future.[92] Of particular concern is the manner in which the combination of acidification with the expected additional stressors of higher temperatures and lower oxygen levels will impact the seas.[93]
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The oceans are home to a diverse collection of life forms that use it as a habitat. Since sunlight illuminates only the upper layers, the major part of the ocean exists in permanent darkness. As the different depth and temperature zones each provide habitat for a unique set of species, the marine environment as a whole encompasses an immense diversity of life.[94] Marine habitats range from surface water to the deepest oceanic trenches, including coral reefs, kelp forests, seagrass meadows, tidepools, muddy, sandy and rocky seabeds, and the open pelagic zone. The organisms living in the sea range from whales 30 metres (100 ft) long to microscopic phytoplankton and zooplankton, fungi, and bacteria. Marine life plays an important part in the carbon cycle as photosynthetic organisms convert dissolved carbon dioxide into organic carbon and it is economically important to humans for providing fish for use as food.[95][96](pp204–229)
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Life may have originated in the sea and all the major groups of animals are represented there. Scientists differ as to precisely where in the sea life arose: the Miller-Urey experiments suggested a dilute chemical "soup" in open water, but more recent suggestions include volcanic hot springs, fine-grained clay sediments, or deep-sea "black smoker" vents, all of which would have provided protection from damaging ultraviolet radiation which was not blocked by the early Earth's atmosphere.[4](pp138–140)
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Marine habitats can be divided horizontally into coastal and open ocean habitats. Coastal habitats extend from the shoreline to the edge of the continental shelf. Most marine life is found in coastal habitats, even though the shelf area occupies only 7 percent of the total ocean area. Open ocean habitats are found in the deep ocean beyond the edge of the continental shelf. Alternatively, marine habitats can be divided vertically into pelagic (open water), demersal (just above the seabed) and benthic (sea bottom) habitats. A third division is by latitude: from polar seas with ice shelves, sea ice and icebergs, to temperate and tropical waters.[4](pp150–151)
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Coral reefs, the so-called "rainforests of the sea", occupy less than 0.1 percent of the world's ocean surface, yet their ecosystems include 25 percent of all marine species.[97] The best-known are tropical coral reefs such as Australia's Great Barrier Reef, but cold water reefs harbour a wide array of species including corals (only six of which contribute to reef formation).[4](pp204–207)[98]
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Marine primary producers — plants and microscopic organisms in the plankton — are widespread and very essential for the ecosystem. It has been estimated that half of the world's oxygen is produced by phytoplankton.[99][100] About 45 percent of the sea's primary production of living material is contributed by diatoms.[101] Much larger algae, commonly known as seaweeds, are important locally; Sargassum forms floating drifts, while kelp form seabed forests.[96](pp246–255) Flowering plants in the form of seagrasses grow in "meadows" in sandy shallows,[102] mangroves line the coast in tropical and subtropical regions[103] and salt-tolerant plants thrive in regularly inundated salt marshes.[104] All of these habitats are able to sequester large quantities of carbon and support a biodiverse range of larger and smaller animal life.[105]
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Light is only able to penetrate the top 200 metres (660 ft) so this is the only part of the sea where plants can grow.[36] The surface layers are often deficient in biologically active nitrogen compounds. The marine nitrogen cycle consists of complex microbial transformations which include the fixation of nitrogen, its assimilation, nitrification, anammox and denitrification.[106] Some of these processes take place in deep water so that where there is an upwelling of cold waters, and also near estuaries where land-sourced nutrients are present, plant growth is higher. This means that the most productive areas, rich in plankton and therefore also in fish, are mainly coastal.[4](pp160–163)
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There is a broader spectrum of higher animal taxa in the sea than on land, many marine species have yet to be discovered and the number known to science is expanding annually.[107] Some vertebrates such as seabirds, seals and sea turtles return to the land to breed but fish, cetaceans and sea snakes have a completely aquatic lifestyle and many invertebrate phyla are entirely marine. In fact, the oceans teem with life and provide many varying microhabitats.[107] One of these is the surface film which, even though tossed about by the movement of waves, provides a rich environment and is home to bacteria, fungi, microalgae, protozoa, fish eggs and various larvae.[108]
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The pelagic zone contains macro- and microfauna and myriad zooplankton which drift with the currents. Most of the smallest organisms are the larvae of fish and marine invertebrates which liberate eggs in vast numbers because the chance of any one embryo surviving to maturity is so minute.[109] The zooplankton feed on phytoplankton and on each other and form a basic part of the complex food chain that extends through variously sized fish and other nektonic organisms to large squid, sharks, porpoises, dolphins and whales.[110] Some marine creatures make large migrations, either to other regions of the ocean on a seasonal basis or vertical migrations daily, often ascending to feed at night and descending to safety by day.[111] Ships can introduce or spread invasive species through the discharge of ballast water or the transport of organisms that have accumulated as part of the fouling community on the hulls of vessels.[112]
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The demersal zone supports many animals that feed on benthic organisms or seek protection from predators and the seabed provides a range of habitats on or under the surface of the substrate which are used by creatures adapted to these conditions. The tidal zone with its periodic exposure to the dehydrating air is home to barnacles, molluscs and crustaceans. The neritic zone has many organisms that need light to flourish. Here, among algal encrusted rocks live sponges, echinoderms, polychaete worms, sea anemones and other invertebrates. Corals often contain photosynthetic symbionts and live in shallow waters where light penetrates. The extensive calcareous skeletons they extrude build up into coral reefs which are an important feature of the seabed. These provide a biodiverse habitat for reef dwelling organisms. There is less sea life on the floor of deeper seas but marine life also flourishes around seamounts that rise from the depths, where fish and other animals congregate to spawn and feed. Close to the seabed live demersal fish that feed largely on pelagic organisms or benthic invertebrates.[113] Exploration of the deep sea by submersibles revealed a new world of creatures living on the seabed that scientists had not previously known to exist. Some like the detrivores rely on organic material falling to the ocean floor. Others cluster round deep sea hydrothermal vents where mineral-rich flows of water emerge from the seabed, supporting communities whose primary producers are sulphide-oxidising chemoautotrophic bacteria, and whose consumers include specialised bivalves, sea anemones, barnacles, crabs, worms and fish, often found nowhere else.[4](p212) A dead whale sinking to the bottom of the ocean provides food for an assembly of organisms which similarly rely largely on the actions of sulphur-reducing bacteria. Such places support unique biomes where many new microbes and other lifeforms have been discovered.[114]
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Humans have travelled the seas since they first built sea-going craft. Mesopotamians were using bitumen to caulk their reed boats and, a little later, masted sails.[115] By c. 3000 BC, Austronesians on Taiwan had begun spreading into maritime Southeast Asia.[116] Subsequently, the Austronesian "Lapita" peoples displayed great feats of navigation, reaching out from the Bismarck Archipelago to as far away as Fiji, Tonga, and Samoa.[117] Their descendants continued to travel thousands of miles between tiny islands on outrigger canoes,[118] and in the process they found many new islands, including Hawaii, Easter Island (Rapa Nui), and New Zealand.[119]
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The Ancient Egyptians and Phoenicians explored the Mediterranean and Red Sea with the Egyptian Hannu reaching the Arabian Peninsula and the African Coast around 2750 BC.[120] In the 1st millennium BC, Phoenicians and Greeks established colonies throughout the Mediterranean and the Black Sea.[121] Around 500 BC, the Carthaginian navigator Hanno left a detailed periplus of an Atlantic journey that reached at least Senegal and possibly Mount Cameroon.[122][123] In the early Mediaeval period, the Vikings crossed the North Atlantic and even reached the northeastern fringes of North America.[124] Novgorodians had also been sailing the White Sea since the 13th century or before.[125] Meanwhile, the seas along the eastern and southern Asian coast were used by Arab and Chinese traders.[126] The Chinese Ming Dynasty had a fleet of 317 ships with 37,000 men under Zheng He in the early fifteenth century, sailing the Indian and Pacific Oceans.[4](pp12–13) In the late fifteenth century, Western European mariners started making longer voyages of exploration in search of trade. Bartolomeu Dias rounded the Cape of Good Hope in 1487 and Vasco da Gama reached India via the Cape in 1498. Christopher Columbus sailed from Cadiz in 1492, attempting to reach the eastern lands of India and Japan by the novel means of travelling westwards. He made landfall instead on an island in the Caribbean Sea and a few years later, the Venetian navigator John Cabot reached Newfoundland. The Italian Amerigo Vespucci, after whom America was named, explored the South American coastline in voyages made between 1497 and 1502, discovering the mouth of the Amazon River.[4](pp12–13) In 1519 the Portuguese navigator Ferdinand Magellan led the Spanish Magellan-Elcano expedition which would be the first to sail around the world.[4](pp12–13)
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As for the history of navigational instrument, a compass was first used by the ancient Greeks and Chinese to show where north lies and the direction in which the ship is heading. The latitude (an angle which ranges from 0° at the equator to 90° at the poles) was determined by measuring the angle between the Sun, Moon or a specific star and the horizon by the use of an astrolabe, Jacob's staff or sextant. The longitude (a line on the globe joining the two poles) could only be calculated with an accurate chronometer to show the exact time difference between the ship and a fixed point such as the Greenwich Meridian. In 1759, John Harrison, a clockmaker, designed such an instrument and James Cook used it in his voyages of exploration.[127] Nowadays, the Global Positioning System (GPS) using over thirty satellites enables accurate navigation worldwide.[127]
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With regards to maps that are vital for navigation, in the second century, Ptolemy mapped the whole known world from the "Fortunatae Insulae", Cape Verde or Canary Islands, eastward to the Gulf of Thailand. This map was used in 1492 when Christopher Columbus set out on his voyages of discovery.[128] Subsequently, Gerardus Mercator made a practical map of the world in 1538, his map projection conveniently making rhumb lines straight.[4](pp12–13) By the eighteenth century better maps had been made and part of the objective of James Cook on his voyages was to further map the ocean. Scientific study has continued with the depth recordings of the Tuscarora, the oceanic research of the Challenger voyages (1872–1876), the work of the Scandinavian seamen Roald Amundsen and Fridtjof Nansen, the Michael Sars expedition in 1910, the German Meteor expedition of 1925, the Antarctic survey work of Discovery II in 1932, and others since.[19] Furthermore, in 1921, the International Hydrographic Organization was set up, and it constitutes the authority on hydrographic surveying and nautical charting.[129]
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Scientific oceanography began with the voyages of Captain James Cook from 1768 to 1779, describing the Pacific with unprecedented precision from 71 degrees South to 71 degrees North.[4](p14) John Harrison's chronometers supported Cook's accurate navigation and charting on two of these voyages, permanently improving the standard attainable for subsequent work.[4](p14) Other expeditions followed in the nineteenth century, from Russia, France, the Netherlands and the United States as well as Britain.[4](p15) On HMS Beagle, which provided Charles Darwin with ideas and materials for his 1859 book On the Origin of Species, the ship's captain, Robert FitzRoy, charted the seas and coasts and published his four-volume report of the ship's three voyages in 1839.[4](p15) Edward Forbes's 1854 book, Distribution of Marine Life argued that no life could exist below around 600 metres (2000 feet). This was proven wrong by the British biologists W. B. Carpenter and C. Wyville Thomson, who in 1868 discovered life in deep water by dredging.[4](p15) Wyville Thompson became chief scientist on the Challenger expedition of 1872–1876, which effectively created the science of oceanography.[4](p15)
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On her 68,890-nautical-mile (127,580 km) journey round the globe, HMS Challenger discovered about 4,700 new marine species, and made 492 deep sea soundings, 133 bottom dredges, 151 open water trawls and 263 serial water temperature observations.[130] In the southern Atlantic in 1898/1899, Carl Chun on the Valdivia brought many new life forms to the surface from depths of over 4,000 metres (13,000 ft). The first observations of deep-sea animals in their natural environment were made in 1930 by William Beebe and Otis Barton who descended to 434 metres (1,424 ft) in the spherical steel Bathysphere.[131] This was lowered by cable but by 1960 a self-powered submersible, Trieste developed by Jacques Piccard, took Piccard and Don Walsh to the deepest part of the Earth's oceans, the Mariana Trench in the Pacific, reaching a record depth of about 10,915 metres (35,810 ft),[132] a feat not repeated until 2012 when James Cameron piloted the Deepsea Challenger to similar depths.[133] An atmospheric diving suit can be worn for deep sea operations, with a new world record being set in 2006 when a US Navy diver descended to 2,000 feet (610 m) in one of these articulated, pressurized suits.[134]
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At great depths, no light penetrates through the water layers from above and the pressure is extreme. For deep sea exploration it is necessary to use specialist vehicles, either remotely operated underwater vehicles with lights and cameras or manned submersibles. The battery-operated Mir submersibles have a three-man crew and can descend to 20,000 feet (6,000 m). They have viewing ports, 5,000-watt lights, video equipment and manipulator arms for collecting samples, placing probes or pushing the vehicle across the sea bed when the thrusters would stir up excessive sediment.[135]
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Bathymetry is the mapping and study of the topography of the ocean floor. Methods used for measuring the depth of the sea include single or multibeam echosounders, laser airborne depth sounders and the calculation of depths from satellite remote sensing data. This information is used for determining the routes of undersea cables and pipelines, for choosing suitable locations for siting oil rigs and offshore wind turbines and for identifying possible new fisheries.[136]
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Ongoing oceanographic research includes marine lifeforms, conservation, the marine environment, the chemistry of the ocean, the studying and modelling of climate dynamics, the air-sea boundary, weather patterns, ocean resources, renewable energy, waves and currents, and the design and development of new tools and technologies for investigating the deep.[137] Whereas in the 1960s and 1970s research could focus on taxonomy and basic biology, in the 2010s attention has shifted to larger topics such as climate change.[138] Researchers make use of satellite-based remote sensing for surface waters, with research ships, moored observatories and autonomous underwater vehicles to study and monitor all parts of the sea.[139]
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"Freedom of the seas" is a principle in international law dating from the seventeenth century. It stresses freedom to navigate the oceans and disapproves of war fought in international waters.[140] Today, this concept is enshrined in the United Nations Convention on the Law of the Sea (UNCLOS), the third version of which came into force in 1994. Article 87(1) states: "The high seas are open to all states, whether coastal or land-locked." Article 87(1) (a) to (f) gives a non-exhaustive list of freedoms including navigation, overflight, the laying of submarine cables, building artificial islands, fishing and scientific research.[140] The safety of shipping is regulated by the International Maritime Organization. Its objectives include developing and maintaining a regulatory framework for shipping, maritime safety, environmental concerns, legal matters, technical co-operation and maritime security.[141]
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UNCLOS defines various areas of water. "Internal waters" are on the landward side of a baseline and foreign vessels have no right of passage in these. "Territorial waters" extend to 12 nautical miles (22 kilometres; 14 miles) from the coastline and in these waters, the coastal state is free to set laws, regulate use and exploit any resource. A "contiguous zone" extending a further 12 nautical miles allows for hot pursuit of vessels suspected of infringing laws in four specific areas: customs, taxation, immigration and pollution. An "exclusive economic zone" extends for 200 nautical miles (370 kilometres; 230 miles) from the baseline. Within this area, the coastal nation has sole exploitation rights over all natural resources. The "continental shelf" is the natural prolongation of the land territory to the continental margin's outer edge, or 200 nautical miles from the coastal state's baseline, whichever is greater. Here the coastal nation has the exclusive right to harvest minerals and also living resources "attached" to the seabed.[140]
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Control of the sea is important to the security of a maritime nation, and the naval blockade of a port can be used to cut off food and supplies in time of war. Battles have been fought on the sea for more than 3,000 years. In about 1210 B.C., Suppiluliuma II, the king of the Hittites, defeated and burned a fleet from Alashiya (modern Cyprus).[142] In the decisive 480 B.C. Battle of Salamis, the Greek general Themistocles trapped the far larger fleet of the Persian king Xerxes in a narrow channel and attacked vigorously, destroying 200 Persian ships for the loss of 40 Greek vessels.[143] At the end of the Age of Sail, the English navy, led by Horatio Nelson, broke the power of the combined French and Spanish fleets at the 1805 Battle of Trafalgar.[144]
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With steam and the industrial production of steel plate came greatly increased firepower in the shape of the dreadnought battleships armed with long-range guns. In 1905, the Japanese fleet decisively defeated the Russian fleet, which had travelled over 18,000 nautical miles (33,000 km), at the Battle of Tsushima.[145] Dreadnoughts fought inconclusively in the First World War at the 1916 Battle of Jutland between the Royal Navy's Grand Fleet and the Imperial German Navy's High Seas Fleet.[146] In the Second World War, the British victory at the 1940 Battle of Taranto showed that naval air power was sufficient to overcome the largest warships,[147] foreshadowing the decisive sea-battles of the Pacific War including the Battles of the Coral Sea, Midway, the Philippine Sea, and the climactic Battle of Leyte Gulf, in all of which the dominant ships were aircraft carriers.[148][149]
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Submarines became important in naval warfare in World War I, when German submarines, known as U-boats, sank nearly 5,000 Allied merchant ships,[150] including however the RMS Lusitania, so helping to bring the United States into the war.[151] In World War II, almost 3,000 Allied ships were sunk by U-boats attempting to block the flow of supplies to Britain,[152] but the Allies broke the blockade in the Battle of the Atlantic, which lasted the whole length of the war, sinking 783 U-boats.[153] Since 1960, several nations have maintained fleets of nuclear-powered ballistic missile submarines, vessels equipped to launch ballistic missiles with nuclear warheads from under the sea. Some of these are kept permanently on patrol.[154][155]
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Sailing ships or packets carried mail overseas, one of the earliest being the Dutch service to Batavia in the 1670s.[156] These added passenger accommodation, but in cramped conditions. Later, scheduled services were offered but the time journeys took depended much on the weather. When steamships replaced sailing vessels, ocean-going liners took over the task of carrying people. By the beginning of the twentieth century, crossing the Atlantic took about five days and shipping companies competed to own the largest and fastest vessels. The Blue Riband was an unofficial accolade given to the fastest liner crossing the Atlantic in regular service. The Mauretania held the title with 26.06 knots (48.26 km/h) for twenty years from 1909.[157] The Hales Trophy, another award for the fastest commercial crossing of the Atlantic, was won by the United States in 1952 for a crossing that took three days, ten hours and forty minutes.[158]
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The great liners were comfortable but expensive in fuel and staff. The age of the trans-Atlantic liners waned as cheap intercontinental flights became available. In 1958, a regular scheduled air service between New York and Paris taking seven hours doomed the Atlantic ferry service to oblivion. One by one the vessels were laid up, some were scrapped, others became cruise ships for the leisure industry and still others floating hotels.[159]
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Maritime trade has existed for millennia. The Ptolemaic dynasty had developed trade with India using the Red Sea ports and in the first millennium BC the Arabs, Phoenicians, Israelites and Indians traded in luxury goods such as spices, gold, and precious stones.[160] The Phoenicians were noted sea traders and under the Greeks and Romans, commerce continued to thrive. With the collapse of the Roman Empire, European trade dwindled but it continued to flourish among the kingdoms of Africa, the Middle East, India, China and southeastern Asia.[161] From the 16th to the 19th centuries, about 13 million people were shipped across the Atlantic to be sold as slaves in the Americas.[162]
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Nowadays, large quantities of goods are transported by sea, especially across the Atlantic and around the Pacific Rim. A major trade route passes through the Pillars of Hercules, across the Mediterranean and the Suez Canal to the Indian Ocean and through the Straits of Malacca; much trade also passes through the English Channel.[163] Shipping lanes are the routes on the open sea used by cargo vessels, traditionally making use of trade winds and currents. Over 60 percent of the world's container traffic is conveyed on the top twenty trade routes.[164] Increased melting of Arctic ice since 2007 enables ships to travel the Northwest Passage for some weeks in summertime, avoiding the longer routes via the Suez Canal or the Panama Canal.[165]
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Shipping is supplemented by air freight, a more expensive process mostly used for particularly valuable or perishable cargoes. Seaborne trade carries more than US$4 trillion worth of goods each year.[166]
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There are two main kinds of freight, bulk cargo and break bulk or general cargo, most of which is now transported in containers. Commodities in the form of liquids, powder or particles are carried loose in the holds of bulk carriers and include oil, grain, coal, ore, scrap metal, sand and gravel. Break bulk cargo is usually manufactured goods and is transported in packages, often stacked on pallets. Before the arrival of containerization in the 1950s, these goods were loaded, transported and unloaded piecemeal.[167] The use of containers has greatly increased the efficiency and decreased the cost of moving them[168] with most freight now traveling in standard sized, lockable containers loaded on purpose-built container ships at dedicated terminals.[169][169] Freight forwarding firms book cargo, arrange pickup and delivery, and manage documentation.[170]
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Fish and other fishery products are among the most widely consumed sources of protein and other essential nutrients.[171] In 2009, 16.6% of the world's intake of animal protein and 6.5% of all protein consumed came from fish.[171] In order to fulfill this need, coastal countries have exploited marine resources in their exclusive economic zone, although fishing vessels are increasingly venturing further afield to exploit stocks in international waters.[172] In 2011, the total world production of fish, including aquaculture, was estimated to be 154 million tonnes, of which most was for human consumption.[171] The harvesting of wild fish accounted for 90.4 million tonnes, while annually increasing aquaculture contributes the rest.[171] The north west Pacific is by far the most productive area with 20.9 million tonnes (27 percent of the global marine catch) in 2010.[171] In addition, the number of fishing vessels in 2010 reached 4.36 million, whereas the number of people employed in the primary sector of fish production in the same year amounted to 54.8 million.[171]
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Modern fishing vessels include fishing trawlers with a small crew, stern trawlers, purse seiners, long-line factory vessels and large factory ships which are designed to stay at sea for weeks, processing and freezing great quantities of fish. The equipment used to capture the fish may be purse seines, other seines, trawls, dredges, gillnets and long-lines and the fish species most frequently targeted are herring, cod, anchovy, tuna, flounder, mullet, squid and salmon. Overexploitation itself has become a serious concern; it does not only cause the depletion of fish stocks, but also substantially reduce the size of predatory fish populations.[173] It has been estimated that "industrialized fisheries typically reduced community biomass by 80% within 15 years of exploitation."[173] In order to avoid overexploitation, many countries have introduced quotas in their own waters.[174] However, recovery efforts often entail substantial costs to local economies or food provision. Nonetheless, research published in Nature in April 2018 found that the aggressive effort of the Indonesian Minister of Maritime Affairs and Fisheries of Indonesia Susi Pudjiastuti to curtail illegal fishing has "reduced total fishing effort by at least 25%, (...) [potentially] generate a 14% increase in catch and a 12% increase in profit."[175] Therefore, the paper concluded that "many nations can recover their fisheries while avoiding these short-term costs by sharply addressing illegal, unreported and unregulated (IUU) fishing."[175]
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Artisan fishing methods include rod and line, harpoons, skin diving, traps, throw nets and drag nets. Traditional fishing boats are powered by paddle, wind or outboard motors and operate in near-shore waters. The Food and Agriculture Organization is encouraging the development of local fisheries to provide food security to coastal communities and help alleviate poverty.[176]
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As well as the wild stock, about 79 million tonnes (78M long tons; 87M short tons) of food and non-food products were produced by aquaculture in 2010, an all-time high. About six hundred species of plants and animals were cultured, some for use in seeding wild populations. The animals raised included finfish, aquatic reptiles, crustaceans, molluscs, sea cucumbers, sea urchins, sea squirts and jellyfish.[171] Integrated mariculture has the advantage that there is a readily available supply of planktonic food in the ocean, and waste is removed naturally.[177] Various methods are employed. Mesh enclosures for finfish can be suspended in the open seas, cages can be used in more sheltered waters or ponds can be refreshed with water at each high tide. Shrimps can be reared in shallow ponds connected to the open sea.[178] Ropes can be hung in water to grow algae, oysters and mussels. Oysters can be reared on trays or in mesh tubes. Sea cucumbers can be ranched on the seabed.[179] Captive breeding programmes have raised lobster larvae for release of juveniles into the wild resulting in an increased lobster harvest in Maine.[180] At least 145 species of seaweed – red, green, and brown algae – are eaten worldwide, and some have long been farmed in Japan and other Asian countries; there is great potential for additional algaculture.[181] Few maritime flowering plants are widely used for food but one example is marsh samphire which is eaten both raw and cooked.[182] A major difficulty for aquaculture is the tendency towards monoculture and the associated risk of widespread disease. In the 1990s, disease wiped out China's farmed Farrer's scallop and white shrimp and required their replacement by other species.[183] Aquaculture is also associated with environmental risks; for instance, shrimp farming has caused the destruction of important mangrove forests throughout southeast Asia.[184]
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Use of the sea for leisure developed in the nineteenth century, and became a significant industry in the twentieth century.[185] Maritime leisure activities are varied, and include self-organized trips cruising, yachting, powerboat racing[186] and fishing;[187] commercially organized voyages on cruise ships;[188] and trips on smaller vessels for ecotourism such as whale watching and coastal birdwatching.[189]
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Humans enjoy venturing into the sea; children paddle and splash in the shallows and many people take pleasure in bathing and relaxing on the beach. This was not always the case, with sea bathing becoming the vogue in Europe in the 18th century after Dr. William Buchan advocated the practice for health reasons.[190] Surfing is a sport in which a wave is ridden by a surfer, with or without a surfboard. Other marine water sports include kite surfing, where a power kite propels a manned board across the water,[191] windsurfing, where the power is provided by a fixed, manoeuvrable sail[192] and water skiing, where a powerboat is used to pull a skier.[193]
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Beneath the surface, freediving is necessarily restricted to shallow descents. Pearl divers have traditionally greased their skins, put cotton in their ears and clips on their noses and dived to 40 feet (12 m) with baskets to collect oysters.[194] Human eyes are not adapted for use underwater but vision can be improved by wearing a diving mask. Other useful equipment includes fins and snorkels, and scuba equipment allows underwater breathing and hence a longer time can be spent beneath the surface.[195] The depths that can be reached by divers and the length of time they can stay underwater is limited by the increase of pressure they experience as they descend and the need to prevent decompression sickness as they return to the surface. Recreational divers are advised to restrict themselves to depths of 100 feet (30 m) beyond which the danger of nitrogen narcosis increases. Deeper dives can be made with specialised equipment and training.[195]
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The sea offers a very large supply of energy carried by ocean waves, tides, salinity differences, and ocean temperature differences which can be harnessed to generate electricity.[196] Forms of 'green' marine energy include tidal power, marine current power, osmotic power, ocean thermal energy and wave power.[196][197]
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Tidal power uses generators to produce electricity from tidal flows, sometimes by using a dam to store and then release seawater. The Rance barrage, 1 kilometre (0.62 mi) long, near St Malo in Brittany opened in 1967; it generates about 0.5 GW, but it has been followed by few similar schemes.[4](pp111–112)
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The large and highly variable energy of waves gives them enormous destructive capability, making affordable and reliable wave machines problematic to develop. A small 2 MW commercial wave power plant, "Osprey", was built in Northern Scotland in 1995 about 300 metres (1000 ft) offshore. It was soon damaged by waves, then destroyed by a storm.[4](p112) Marine current power could provide populated areas close to the sea with a significant part of their energy needs.[198] In principle, it could be harnessed by open-flow turbines; sea bed systems are available, but limited to a depth of about 40 metres (130 ft).[199]
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Offshore wind power is captured by wind turbines placed out at sea; it has the advantage that wind speeds are higher than on land, though wind farms are more costly to construct offshore.[200] The first offshore wind farm was installed in Denmark in 1991,[201] and the installed capacity of European offshore wind farms reached 3 GW in 2010.[202]
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Electricity power stations are often located on the coast or beside an estuary so that the sea can be used as a heat sink. A colder heat sink enables more efficient power generation, which is important for expensive nuclear power plants in particular.[203]
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The seabed contains enormous reserves of minerals which can be exploited by dredging. This has advantages over land-based mining in that equipment can be built at specialised shipyards and infrastructure costs are lower. Disadvantages include problems caused by waves and tides, the tendency for excavations to silt up and the washing away of spoil heaps. There is a risk of coastal erosion and environmental damage.[204]
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Seafloor massive sulphide deposits are potential sources of silver, gold, copper, lead and zinc and trace metals since their discovery in the 1960s. They form when geothermally heated water is emitted from deep sea hydrothermal vents known as "black smokers". The ores are of high quality but prohibitively costly to extract.[205] Small scale mining of the deep sea floor is being developed off the coast of Papua New Guinea using robotic techniques, but the obstacles are formidable.[206]
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There are large deposits of petroleum, as oil and natural gas, in rocks beneath the seabed. Offshore platforms and drilling rigs extract the oil or gas and store it for transport to land. Offshore oil and gas production can be difficult due to the remote, harsh environment.[207] Drilling for oil in the sea has environmental impacts. Animals may be disorientated by seismic waves used to locate deposits, and there is debate as to whether this causes the beaching of whales.[208] Toxic substances such as mercury, lead and arsenic may be released. The infrastructure may cause damage, and oil may be spilt.[209]
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Large quantities of methane clathrate exist on the seabed and in ocean sediment at a temperature of around 2 °C (36 °F) and these are of interest as a potential energy source. Some estimates put the amount available at between one and 5 million cubic kilometres (0.24 to 1.2 million cubic miles).[210] Also on the seabed are manganese nodules formed of layers of iron, manganese and other hydroxides around a core. In the Pacific these may cover up to 30 percent of the deep ocean floor. The minerals precipitate from seawater and grow very slowly. Their commercial extraction for nickel was investigated in the 1970s but abandoned in favour of more convenient sources.[211] In suitable locations, diamonds are gathered from the seafloor using suction hoses to bring gravel ashore. In deeper waters, mobile seafloor crawlers are used and the deposits are pumped to a vessel above. In Namibia, more diamonds are now collected from marine sources than by conventional methods on land.[212]
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The sea holds enormous quantities of valuable dissolved minerals.[213] The most important, Salt for table and industrial use has been harvested by solar evaporation from shallow ponds since prehistoric times. Bromine, accumulated after being leached from the land, is economically recovered from the Dead Sea, where it occurs at 55,000 parts per million (ppm).[214]
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Desalination is the technique of removing salts from seawater to leave fresh water suitable for drinking or irrigation. The two main processing methods, vacuum distillation and reverse osmosis, use large quantities of energy. Desalination is normally only undertaken where fresh water from other sources is in short supply or energy is plentiful, as in the excess heat generated by power stations. The brine produced as a by-product contains some toxic materials and is returned to the sea.[215]
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Many substances enter the sea as a result of human activities. Combustion products are transported in the air and deposited into the sea by precipitation. Industrial outflows and sewage contribute heavy metals, pesticides, PCBs, disinfectants, household cleaning products and other synthetic chemicals. These become concentrated in the surface film and in marine sediment, especially estuarine mud. The result of all this contamination is largely unknown because of the large number of substances involved and the lack of information on their biological effects.[216] The heavy metals of greatest concern are copper, lead, mercury, cadmium and zinc which may be bio-accumulated by marine organisms and are passed up the food chain.[217]
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Much floating plastic rubbish does not biodegrade, instead disintegrating over time and eventually breaking down to the molecular level. Rigid plastics may float for years.[218] In the centre of the Pacific gyre there is a permanent floating accumulation of mostly plastic waste[219] and there is a similar garbage patch in the Atlantic.[220] Foraging sea birds such as the albatross and petrel may mistake debris for food, and accumulate indigestible plastic in their digestive systems. Turtles and whales have been found with plastic bags and fishing line in their stomachs. Microplastics may sink, threatening filter feeders on the seabed.[221]
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Most oil pollution in the sea comes from cities and industry.[222] Oil is dangerous for marine animals. It can clog the feathers of sea birds, reducing their insulating effect and the birds' buoyancy, and be ingested when they preen themselves in an attempt to remove the contaminant. Marine mammals are less seriously affected but may be chilled through the removal of their insulation, blinded, dehydrated or poisoned. Benthic invertebrates are swamped when the oil sinks, fish are poisoned and the food chain is disrupted. In the short term, oil spills result in wildlife populations being decreased and unbalanced, leisure activities being affected and the livelihoods of people dependant on the sea being devastated.[223] The marine environment has self-cleansing properties and naturally occurring bacteria will act over time to remove oil from the sea. In the Gulf of Mexico, where oil-eating bacteria are already present, they take only a few days to consume spilt oil.[224]
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Run-off of fertilisers from agricultural land is a major source of pollution in some areas and the discharge of raw sewage has a similar effect. The extra nutrients provided by these sources can cause excessive plant growth. Nitrogen is often the limiting factor in marine systems, and with added nitrogen, algal blooms and red tides can lower the oxygen level of the water and kill marine animals. Such events have created dead zones in the Baltic Sea and the Gulf of Mexico.[222] Some algal blooms are caused by cyanobacteria that make shellfish that filter feed on them toxic, harming animals like sea otters.[225] Nuclear facilities too can pollute. The Irish Sea was contaminated by radioactive caesium-137 from the former Sellafield nuclear fuel processing plant[226] and nuclear accidents may also cause radioactive material to seep into the sea, as did the disaster at the Fukushima Daiichi Nuclear Power Plant in 2011.[227]
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The dumping of waste (including oil, noxious liquids, sewage and garbage) at sea is governed by international law. The London Convention (1972) is a United Nations agreement to control ocean dumping which had been ratified by 89 countries by 8 June 2012.[228] MARPOL 73/78 is a convention to minimize pollution of the seas by ships. By May 2013, 152 maritime nations had ratified MARPOL.[229]
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Several nomadic indigenous groups in Maritime Southeast Asia live in boats and derive nearly all they need from the sea. The Moken people live on the coasts of Thailand and Burma and islands in the Andaman Sea.[230] The Bajau people are originally from the Sulu Archipelago, Mindanao and northern Borneo.[231] Some Sea Gypsies are accomplished free-divers, able to descend to depths of 30 metres (98 ft), though many are adopting a more settled, land-based way of life.[232][233]
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The indigenous peoples of the Arctic such as the Chukchi, Inuit, Inuvialuit and Yup'iit hunt marine mammals including seals and whales,[234] and the Torres Strait Islanders of Australia include ownership of the Great Barrier Reef among their possessions. They live a traditional life on the islands involving hunting, fishing, gardening and trading with neighbouring peoples in Papua and mainland Aboriginal Australians.[235]
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The sea appears in human culture in contradictory ways, as both powerful but serene and as beautiful but dangerous.[4](p10) It has its place in literature, art, poetry, film, theatre, classical music, mythology and dream interpretation.[236] The Ancients personified it, believing it to be under the control of a being who needed to be appeased, and symbolically, it has been perceived as a hostile environment populated by fantastic creatures; the Leviathan of the Bible,[237] Scylla in Greek mythology,[238] Isonade in Japanese mythology,[239] and the kraken of late Norse mythology.[240]
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The sea and ships have been depicted in art ranging from simple drawings on the walls of huts in Lamu[236] to seascapes by Joseph Turner. In Dutch Golden Age painting, artists such as Jan Porcellis, Hendrick Dubbels, Willem van de Velde the Elder and his son, and Ludolf Bakhuizen celebrated the sea and the Dutch navy at the peak of its military prowess.[241][242] The Japanese artist Katsushika Hokusai created colour prints of the moods of the sea, including The Great Wave off Kanagawa.[4](p8)
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Music too has been inspired by the ocean, sometimes by composers who lived or worked near the shore and saw its many different aspects. Sea shanties, songs that were chanted by mariners to help them perform arduous tasks, have been woven into compositions and impressions in music have been created of calm waters, crashing waves and storms at sea.[243] Classical sea-related music includes Richard Wagner's The Flying Dutchman,[244] Claude Debussy's La mer (1903–05),[245] Charles Villiers Stanford's Songs of the Sea (1904) and Songs of the Fleet (1910), Edward Elgar's Sea Pictures (1899) and Ralph Vaughan Williams' A Sea Symphony (1903–1909).[246]
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As a symbol, the sea has for centuries played a role in literature, poetry and dreams. Sometimes it is there just as a gentle background but often it introduces such themes as storm, shipwreck, battle, hardship, disaster, the dashing of hopes and death.[247] In his epic poem the Odyssey, written in the 8th century BC,[248] Homer describes the ten-year voyage of the Greek hero Odysseus who struggles to return home across the sea's many hazards after the war described in the Iliad.[249] The sea is a recurring theme in the Haiku poems of the Japanese Edo period poet Matsuo Bashō (松尾 芭蕉) (1644–1694).[250] In modern literature, sea-inspired novels have been written by Joseph Conrad — drawn from his experience at sea,[251] Herman Wouk,[252] and Herman Melville.[253] In the works of psychiatrist Carl Jung, the sea symbolizes the personal and the collective unconscious in dream interpretation, the depths of the sea symbolizing the depths of the unconscious mind.[254]
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Coordinates: 32°N 6°W / 32°N 6°W / 32; -6
|
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Morocco (/məˈrɒkoʊ/ (listen); Arabic: المغرب, romanized: al-Maġrib, lit. 'place the sun sets; the west'; Standard Moroccan Tamazight: ⵍⵎⵖⵔⵉⴱ, romanized: lmeɣrib; French: Maroc), officially the Kingdom of Morocco (Arabic: المملكة المغربية, romanized: al-Mamlaka al-Maġribiyya, lit. 'The Western Kingdom'; Standard Moroccan Tamazight: ⵜⴰⴳⵍⴷⵉⵜ ⵏ ⵍⵎⵖⵔⵉⴱ, romanized: tageldit n lmaɣrib; French: Royaume du Maroc), is a country located in the Maghreb region of North Africa. It overlooks the Mediterranean Sea to the north and the Atlantic Ocean to the west, with land borders with Algeria to the east and Western Sahara (status disputed) to the south. Morocco also claims the exclaves of Ceuta, Melilla and Peñón de Vélez de la Gomera, all of them under Spanish jurisdiction, as well as several small Spanish-controlled islands off its coast.[11] The capital is Rabat and the largest city is Casablanca.[12] Morocco spans an area of 710,850 km2 (274,460 sq mi) and has a population of over 36 million.
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Since the foundation of the first Moroccan state by Idris I in 788 AD, the country has been ruled by a series of independent dynasties, reaching its zenith under Almoravid and Almohad rule, when it spanned parts of Iberia and northwestern Africa.[13] The Portuguese Empire began in Morocco in the 15th century, following Portuguese conquests along the Moroccan coast, founding settlements which lasted into the 17th and 18th centuries. The Marinid and Saadi dynasties resisted foreign domination into the 17th century, allowing Morocco to remain the only northwest African country to avoid Ottoman occupation. The Alaouite dynasty, which rules to this day, seized power in 1631. The country's strategic location near the mouth of the Mediterranean attracted the interest of Europe, and in 1912, Morocco was divided into French and Spanish protectorates, with an international zone in Tangier. It regained its independence in 1956, and has since remained comparatively stable and prosperous by regional standards, with the fifth largest economy in Africa.[14]
|
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Morocco claims the non-self-governing territory of Western Sahara, formerly Spanish Sahara, as its Southern Provinces. After Spain agreed to decolonise the territory to Morocco and Mauritania in 1975, a guerrilla war arose with local forces. Mauritania relinquished its claim in 1979, and the war lasted until a ceasefire in 1991. Morocco currently occupies two thirds of the territory, and peace processes have thus far failed to break the political deadlock.
|
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The sovereign state is a unitary Semi-constitutional monarchy with an elected parliament. The country wields significant influence in both Africa and the Arab world, and is considered a regional power and a middle power. The King of Morocco holds vast executive and legislative powers, especially over the military, foreign policy and religious affairs. Executive power is exercised by the government, while legislative power is vested in both the government and the two chambers of parliament, the Assembly of Representatives and the Assembly of Councillors. The king can issue decrees called dahirs, which have the force of law. He can also dissolve the parliament after consulting the Prime Minister and the president of the constitutional court.
|
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Morocco's predominant religion is Islam, and its official languages are Arabic and Berber, the latter achieving official recognition in 2011,[15] having been the native language of Morocco before the Muslim conquest in the seventh century C.E.[16] The Moroccan dialect of Arabic, referred to as Darija, and French are also widely spoken. Moroccan culture is a blend of Berber, Arab, Sephardi Jews, West African and European influences.
|
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|
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Morocco is a member of the Arab League, the Union for the Mediterranean and the African Union.[17]
|
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The full Arabic name al-Mamlakah al-Maghribiyyah (المملكة المغربية) translates to "Kingdom of the West"; although "the West" in Arabic is الغرب Al-Gharb. The name also can refer to evening. For historical references, medieval Arab historians and geographers sometimes referred to Morocco as al-Maghrib al-Aqṣá (المغرب الأقصى, meaning "The Farthest West") to distinguish it from neighbouring historical regions called al-Maghrib al-Awsaṭ (المغرب الأوسط, meaning "The Middle West") and al-Maghrib al-Adná (المغرب الأدنى, meaning "The Nearest West").[18]
|
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Morocco's English name is based on Marrakesh, its capital under the Almoravid dynasty and Almohad Caliphate.[19] The origin of the name Marrakesh is disputed,[20] but is most likely from the Berber words amur (n) akush (ⴰⵎⵓⵔ ⵏ ⴰⴽⵓⵛ) or "Land of God".[21] The modern Berber name for Marrakesh is Mṛṛakc (in the Berber Latin script). In Turkish, Morocco is known as Fas, a name derived from its ancient capital of Fes. However, this was not the case in other parts of the Islamic world: until the middle of the 20th century, the common name of Morocco in Egyptian and Middle Eastern Arabic literature was Marrakesh (مراكش);[22] this name is still used in some languages such as Persian, Urdu and Punjabi. The English name Morocco is an anglicisation of the Spanish "Marruecos", from which also derives the Tuscan "Morrocco", the origin of the Italian "Marocco".
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The area of present-day Morocco has been inhabited since Paleolithic times, sometime between 190,000 and 90,000 BC.[23] A recent publication may demonstrate an even earlier habitation period, as Homo sapiens fossils discovered in the late 2000s near the Atlantic coast in Jebel Irhoud were recently dated to roughly 315,000 years before present.[24] During the Upper Paleolithic, the Maghreb was more fertile than it is today, resembling a savanna more than today's arid landscape.[25] Twenty-two thousand years ago, the Aterian was succeeded by the Iberomaurusian culture, which shared similarities with Iberian cultures. Skeletal similarities have been suggested between the Iberomaurusian "Mechta-Afalou" burials and European Cro-Magnon remains. The Iberomaurusian was succeeded by the Beaker culture in Morocco.
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Mitochondrial DNA studies have discovered a close link between Berbers and the Saami of Scandinavia. This supports theories that the Franco-Cantabrian refuge area of southwestern Europe was the source of late-glacial expansions of hunter-gatherers who repopulated northern Europe after the last ice age.[26]
|
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|
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Northwest Africa and Morocco were slowly drawn into the wider emerging Mediterranean world by the Phoenicians, who established trading colonies and settlements in the early Classical period. Substantial Phoenician settlements were at Chellah, Lixus and Mogador.[27] Mogador was a Phoenician colony as early as the early 6th century BC.[28][page needed]
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Morocco later became a realm of the Northwest African civilisation of ancient Carthage as part of its empire. The earliest known independent Moroccan state was the Berber kingdom of Mauretania under king Baga.[29] This ancient kingdom (not to be confused with the present state of Mauritania) dates at least to around 225 BC.
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|
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Mauretania became a client kingdom of the Roman Empire in 33 BC. Emperor Claudius annexed Mauretania directly as a Roman province in 44 AD, under an imperial governor (either a procurator Augusti, or a legatus Augusti pro praetore).
|
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During the crisis of the 3rd century, parts of Mauretania were reconquered by Berber tribes. Direct Roman rule became confined to a few coastal cities, such as Septum (Ceuta) in Mauretania Tingitana and Cherchell in Mauretania Caesariensis, by the late 3rd century. The Roman Empire lost its remaining possessions in Mauretania after the area was devastated by the Vandals in AD 429. After this point, local Mauro-Roman kings assumed control (see Mauro-Roman kingdom). The Eastern Roman Empire under Byzantine control re-established direct imperial rule of Septum and Tingi in the 530s. Tingis was fortified and a church erected.
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The Muslim conquest of the Maghreb, that started in the middle of the 7th century, was achieved by the Umayyad Caliphate early into the following century. It brought both the Arabic language and Islam to the area. Although part of the larger Islamic Empire, Morocco was initially organized as a subsidiary province of Ifriqiya, with the local governors appointed by the Muslim governor in Kairouan.[30]
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The indigenous Berber tribes adopted Islam, but retained their customary laws. They also paid taxes and tribute to the new Muslim administration.[31] The first independent Muslim state in the area of modern Morocco was the Kingdom of Nekor, an emirate in the Rif Mountains. It was founded by Salih I ibn Mansur in 710, as a client state to the Umayyad Caliphate. After the outbreak of the Berber Revolt in 739, the Berbers formed other independent states such as the Miknasa of Sijilmasa and the Barghawata.
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According to medieval legend, Idris ibn Abdallah had fled to Morocco after the Abbasids' massacre of his tribe in Iraq. He convinced the Awraba Berber tribes to break their allegiance to the distant Abbasid caliphs in Baghdad and he founded the Idrisid dynasty in 788. The Idrisids established Fes as their capital and Morocco became a centre of Muslim learning and a major regional power. The Idrissids were ousted in 927 by the Fatimid Caliphate and their Miknasa allies. After Miknasa broke off relations with the Fatimids in 932, they were removed from power by the Maghrawa of Sijilmasa in 980.
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From the 11th century onwards, a series of Berber dynasties arose.[32][33][34] Under the Almoravid dynasty and the Almohad dynasty,[35] Morocco dominated the Maghreb, much of present-day Spain and Portugal, and the western Mediterranean region. From the 13th century onwards the country saw a massive migration of the Banu Hilal Arab tribes. In the 13th and 14th centuries the Merinids held power in Morocco and strove to replicate the successes of the Almohads by military campaigns in Algeria and Spain. They were followed by the Wattasids. In the 15th century, the Reconquista ended Muslim rule in central and southern Spain and many Muslims and Jews fled to Morocco.[36]
|
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|
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Portuguese efforts to control the Atlantic sea trade in the 15th century did not greatly affect the interior of Morocco even though they managed to control some possessions on the Moroccan coast but not venturing further afield inland.
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In 1549, the region fell to successive Arab dynasties claiming descent from the Islamic prophet, Muhammad: first the Saadi dynasty who ruled from 1549 to 1659, and then the Alaouite dynasty, who remain in power since the 17th century.
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Under the Saadi dynasty, the country repulsed Ottoman incursions and a Portuguese invasion at the battle of Ksar el Kebir in 1578. The reign of Ahmad al-Mansur brought new wealth and prestige to the Sultanate, and a large expedition to West Africa inflicted a crushing defeat on the Songhay Empire in 1591. However, managing the territories across the Sahara proved too difficult. After the death of al-Mansur, the country was divided among his sons.
|
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In 1631, Morocco was reunited by the Alaouite dynasty, who have been the ruling house of Morocco ever since. Morocco was facing aggression from Spain and the Ottoman Empire allies pressing westward. The Alaouites succeeded in stabilising their position, and while the kingdom was smaller than previous ones in the region, it remained quite wealthy. Against the opposition of local tribes Ismail Ibn Sharif (1672–1727) began to create a unified state.[37] With his Jaysh d'Ahl al-Rif (the Riffian Army) he seized Tangier from the English in 1684 and drove the Spanish from Larache in 1689. Portuguese abandoned Mazagão, their last territory in Morocco, in 1769. However, the Siege of Melilla against the Spanish ended in defeat in 1775.
|
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|
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+
Morocco was the first nation to recognise the fledgling United States as an independent nation in 1777.[38][39][40] In the beginning of the American Revolution, American merchant ships in the Atlantic Ocean were subject to attack by the Barbary pirates. On 20 December 1777, Morocco's Sultan Mohammed III declared that American merchant ships would be under the protection of the sultanate and could thus enjoy safe passage. The Moroccan–American Treaty of Friendship, signed in 1786, stands as the U.S.'s oldest non-broken friendship treaty.[41][42]
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|
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As Europe industrialised, Northwest Africa was increasingly prized for its potential for colonisation. France showed a strong interest in Morocco as early as 1830, not only to protect the border of its Algerian territory, but also because of the strategic position of Morocco with coasts on the Mediterranean and the open Atlantic.[43] In 1860, a dispute over Spain's Ceuta enclave led Spain to declare war. Victorious Spain won a further enclave and an enlarged Ceuta in the settlement. In 1884, Spain created a protectorate in the coastal areas of Morocco.
|
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|
53 |
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In 1904, France and Spain carved out zones of influence in Morocco. Recognition by the United Kingdom of France's sphere of influence provoked a strong reaction from the German Empire; and a crisis loomed in 1905. The matter was resolved at the Algeciras Conference in 1906. The Agadir Crisis of 1911 increased tensions between European powers. The 1912 Treaty of Fez made Morocco a protectorate of France, and triggered the 1912 Fez riots.[45] Spain continued to operate its coastal protectorate. By the same treaty, Spain assumed the role of protecting power over the northern and southern Saharan zones.[46]
|
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|
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Tens of thousands of colonists entered Morocco. Some bought up large amounts of the rich agricultural land, others organised the exploitation and modernisation of mines and harbours. Interest groups that formed among these elements continually pressured France to increase its control over Morocco – a control which was also made necessary by the continuous wars among Moroccan tribes, part of which had taken sides with the French since the beginning of the conquest. Governor general Marshall Hubert Lyautey sincerely admired Moroccan culture and succeeded in imposing a joint Moroccan-French administration, while creating a modern school system. Several divisions of Moroccan soldiers (Goumiers or regular troops and officers) served in the French army in both World War I and World War II, and in the Spanish Nationalist Army in the Spanish Civil War and after (Regulares).[47] The institution of slavery was abolished in 1925.[48]
|
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|
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Between 1921 and 1926, a Berber uprising in the Rif Mountains, led by Abd el-Krim, led to the establishment of the Republic of the Rif. The Spanish lost more than 13,000 soldiers at Annual in July–August 1921.[49] The rebellion was eventually suppressed by French and Spanish troops.
|
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|
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+
In 1943, the Istiqlal Party (Independence Party) was founded to press for independence, with discreet US support. That party subsequently provided most of the leadership for the nationalist movement.
|
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+
|
61 |
+
France's exile of Sultan Mohammed V in 1953 to Madagascar and his replacement by the unpopular Mohammed Ben Aarafa sparked active opposition to the French and Spanish protectorates. The most notable violence occurred in Oujda where Moroccans attacked French and other European residents in the streets. France allowed Mohammed V to return in 1955, and the negotiations that led to Moroccan independence began the following year.[50] In March 1956 the French protectorate was ended and Morocco regained its independence from France as the "Kingdom of Morocco". A month later Spain forsook its protectorate in Northern Morocco to the new state but kept its two coastal enclaves (Ceuta and Melilla) on the Mediterranean coast which dated from earlier conquests. Sultan Mohammed became king in 1957.
|
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|
63 |
+
Upon the death of Mohammed V, Hassan II became King of Morocco on 3 March 1961. Morocco held its first general elections in 1963. However, Hassan declared a state of emergency and suspended parliament in 1965. In 1971, there was a failed attempt to depose the king and establish a republic. A truth commission set up in 2005 to investigate human rights abuses during his reign confirmed nearly 10,000 cases, ranging from death in detention to forced exile. Some 592 people were recorded killed during Hassan's rule according to the truth commission.
|
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+
|
65 |
+
The Spanish enclave of Ifni in the south was returned to Morocco in 1969. The Polisario movement was formed in 1973, with the aim of establishing an independent state in the Spanish Sahara. On 6 November 1975, King Hassan asked for volunteers to cross into the Spanish Sahara. Some 350,000 civilians were reported as being involved in the "Green March".[51] A month later, Spain agreed to leave the Spanish Sahara, soon to become Western Sahara, and to transfer it to joint Moroccan-Mauritanian control, despite the objections and threats of military intervention by Algeria. Moroccan forces occupied the territory.[36]
|
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|
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Moroccan and Algerian troops soon clashed in Western Sahara. Morocco and Mauritania divided up Western Sahara. Fighting between the Moroccan military and Polisario forces continued for many years. The prolonged war was a considerable financial drain on Morocco. In 1983, Hassan cancelled planned elections amid political unrest and economic crisis. In 1984, Morocco left the Organisation of African Unity in protest at the SADR's admission to the body. Polisario claimed to have killed more than 5,000 Moroccan soldiers between 1982 and 1985.
|
68 |
+
|
69 |
+
Algerian authorities have estimated the number of Sahrawi refugees in Algeria to be 165,000.[52] Diplomatic relations with Algeria were restored in 1988. In 1991, a UN-monitored ceasefire began in Western Sahara, but the territory's status remains undecided and ceasefire violations are reported. The following decade saw much wrangling over a proposed referendum on the future of the territory but the deadlock was not broken.
|
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|
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+
Political reforms in the 1990s resulted in the establishment of a bicameral legislature in 1997 and Morocco's first opposition-led government came to power in 1998.
|
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+
|
73 |
+
King Hassan II died in 1999 and was succeeded by his son, Mohammed VI. He is a cautious moderniser who has introduced some economic and social liberalisation.[53]
|
74 |
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|
75 |
+
Mohammed VI paid a controversial visit to the Western Sahara in 2002. Morocco unveiled an autonomy blueprint for Western Sahara to the United Nations in 2007. The Polisario rejected the plan and put forward its own proposal. Morocco and the Polisario Front held UN-sponsored talks in New York City but failed to come to any agreement. In 2010, security forces stormed a protest camp in the Western Sahara, triggering violent demonstrations in the regional capital El Aaiún.
|
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+
|
77 |
+
In 2002, Morocco and Spain agreed to a US-brokered resolution over the disputed island of Perejil. Spanish troops had taken the normally uninhabited island after Moroccan soldiers landed on it and set up tents and a flag. There were renewed tensions in 2005, as hundreds of African migrants tried to storm the borders of the Spanish enclaves of Melilla and Ceuta. Morocco deported hundreds of the illegal migrants. In 2006, the Spanish Premier Zapatero visited Spanish enclaves. He was the first Spanish leader in 25 years to make an official visit to the territories. The following year, Spanish King Juan Carlos I visited Ceuta and Melilla, further angering Morocco which demanded control of the enclaves.
|
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+
|
79 |
+
During the 2011–2012 Moroccan protests, thousands of people rallied in Rabat and other cities calling for political reform and a new constitution curbing the powers of the king. In July 2011, the King won a landslide victory in a referendum on a reformed constitution he had proposed to placate the Arab Spring protests. Despite the reforms made by Mohammed VI, demonstrators continued to call for deeper reforms. Hundreds took part in a trade union rally in Casablanca in May 2012. Participants accused the government of failing to deliver on reforms.
|
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|
81 |
+
Morocco has a coast by the Atlantic Ocean that reaches past the Strait of Gibraltar into the Mediterranean Sea. It is bordered by Spain to the north (a water border through the Strait and land borders with three small Spanish-controlled exclaves, Ceuta, Melilla, and Peñón de Vélez de la Gomera), Algeria to the east, and Western Sahara to the south. Since Morocco controls most of Western Sahara, its de facto southern boundary is with Mauritania.
|
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|
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+
The internationally recognised borders of the country lie between latitudes 27° and 36°N, and longitudes 1° and 14°W. Adding Western Sahara, Morocco lies mostly between 21° and 36°N, and 1° and 17°W (the Ras Nouadhibou peninsula is slightly south of 21° and west of 17°).
|
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|
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The geography of Morocco spans from the Atlantic Ocean, to mountainous areas, to the Sahara desert. Morocco is a Northern African country, bordering the North Atlantic Ocean and the Mediterranean Sea, between Algeria and the annexed Western Sahara. It is one of only three nations (along with Spain and France) to have both Atlantic and Mediterranean coastlines.
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|
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A large part of Morocco is mountainous. The Atlas Mountains are located mainly in the centre and the south of the country. The Rif Mountains are located in the north of the country. Both ranges are mainly inhabited by the Berber people. At 446,550 km2 (172,414 sq mi), Morocco excluding Western Sahara is the fifty-seventh largest country in the world. Algeria borders Morocco to the east and southeast, though the border between the two countries has been closed since 1994.
|
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|
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Spanish territory in Northwest Africa neighbouring Morocco comprises five enclaves on the Mediterranean coast: Ceuta, Melilla, Peñón de Vélez de la Gomera, Peñón de Alhucemas, the Chafarinas islands, and the disputed islet Perejil. Off the Atlantic coast the Canary Islands belong to Spain, whereas Madeira to the north is Portuguese. To the north, Morocco is bordered by the Strait of Gibraltar, where international shipping has unimpeded transit passage between the Atlantic and Mediterranean.
|
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|
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The Rif mountains stretch over the region bordering the Mediterranean from the north-west to the north-east. The Atlas Mountains run down the backbone of the country,[54] from the northeast to the southwest. Most of the southeast portion of the country is in the Sahara Desert and as such is generally sparsely populated and unproductive economically. Most of the population lives to the north of these mountains, while to the south lies the Western Sahara, a former Spanish colony that was annexed by Morocco in 1975 (see Green March).[55] Morocco claims that the Western Sahara is part of its territory and refers to that as its Southern Provinces.
|
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|
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+
Morocco's capital city is Rabat; its largest city is its main port, Casablanca. Other cities recording a population over 500,000 in the 2014 Moroccan census are Fes, Marrakesh, Meknes, Salé and Tangier.[56]
|
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|
95 |
+
Morocco is represented in the ISO 3166-1 alpha-2 geographical encoding standard by the symbol MA.[57] This code was used as the basis for Morocco's internet domain, .ma.[57]
|
96 |
+
|
97 |
+
The country's Mediterranean climate is similar to that of southern California, with lush forests in the northern and central mountain ranges of the country, giving way to drier conditions and inland deserts further southeast. The Moroccan coastal plains experience remarkably moderate temperatures even in summer, owing to the effect of the cold Canary Current off its Atlantic coast.
|
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|
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In the Rif, Middle and High Atlas Mountains, there exist several different types of climates: Mediterranean along the coastal lowlands, giving way to a humid temperate climate at higher elevations with sufficient moisture to allow for the growth of different species of oaks, moss carpets, junipers, and Atlantic fir which is a royal conifer tree endemic to Morocco. In the valleys, fertile soils and high precipitation allow for the growth of thick and lush forests. Cloud forests can be found in the west of the Rif Mountains and Middle Atlas Mountains. At higher elevations, the climate becomes alpine in character, and can sustain ski resorts.
|
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|
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Southeast of the Atlas mountains, near the Algerian borders, the climate becomes very dry, with long and hot summers. Extreme heat and low moisture levels are especially pronounced in the lowland regions east of the Atlas range due to the rain shadow effect of the mountain system. The southeastern-most portions of Morocco are very hot, and include portions of the Sahara Desert, where vast swathes of sand dunes and rocky plains are dotted with lush oases.
|
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|
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+
In contrast to the Sahara region in the south, coastal plains are fertile in the central and northern regions of the country, and comprise the backbone of the country's agriculture, in which 95% of the population live. The direct exposure to the North Atlantic Ocean, the proximity to mainland Europe and the long stretched Rif and Atlas mountains are the factors of the rather European-like climate in the northern half of the country. That makes Morocco a country of contrasts. Forested areas cover about 12% of the country while arable land accounts for 18%. Approximately 5% of Moroccan land is irrigated for agricultural use.
|
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|
105 |
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In general, apart from the southeast regions (pre-Saharan and desert areas), Morocco's climate and geography are very similar to the Iberian peninsula. Thus Morocco has the following climate zones:
|
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|
107 |
+
South of Agadir and east of Jerada near the Algerian borders, arid and desert climate starts to prevail.
|
108 |
+
|
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+
Due to Morocco's proximity to the Sahara desert and the North Sea of the Atlantic Ocean, two phenomena occur to influence the regional seasonal temperatures, either by raising temperatures by 7–8 degrees Celsius when sirocco blows from the east creating heatwaves, or by lowering temperatures by 7–8 degrees Celsius when cold damp air blows from the northwest, creating a coldwave or cold spell. However, these phenomena do not last for more than two to five days on average.
|
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|
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+
Countries or regions that share the same climatic characteristics with Morocco are the state of California (USA), Portugal, Spain and Algeria.
|
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|
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+
Annual rainfall in Morocco is different according to regions. The northwestern parts of the country receive between 500 mm and 1200 mm, while the northeastern parts receive between 350 and 600 mm. North Central Morocco receives between 700 mm and up to 3500 mm. The area from Casablanca to Essaouira, on the Atlantic coast, receives between 300 mm and 500 mm. The regions from Essaouira to Agadir receive between 250 mm and 400 mm. Marrakesh region in the central south receives only 250 mm a year. The southeastern regions, basically the driest areas, receive between 100 mm and 200 mm only, and consist basically of arid and desert lands.
|
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|
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+
Botanically speaking, Morocco enjoys a great variety of vegetation, from lush large forests of conifer and oak trees typical of the western Mediterranean countries (Morocco, Algeria, Italy, Spain, France and Portugal), to shrubs and acacias further south. This is due to the diversity of climate and the precipitation patterns in the country.
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|
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Morocco's weather is one of the most pristine in terms of the four-season experience. Most regions have distinct seasons where summer is usually not spoiled by rain and winter turns wet, snowy and humid with mild, cool to cold temperatures, while spring and fall see warm to mild weather characterised by flowers blooming in spring and falling leaves in autumn. This type of weather has affected the Moroccan culture and behaviour and played a part in the social interaction of the population, like many other countries that fall into this type of climate zone.
|
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|
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+
Like other countries in the MENA region, climate change is expected to significantly impact Morocco on multiple dimensions. As a coastal country with hot and arid climates, environmental impacts are likely to be wide and varied.
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|
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Morocco has a wide range of biodiversity. It is part of the Mediterranean basin, an area with exceptional concentrations of endemic species undergoing rapid rates of habitat loss, and is therefore considered to be a hotspot for conservation priority.[60] Avifauna are notably variant.[61] The avifauna of Morocco includes a total of 454 species, five of which have been introduced by humans, and 156 are rarely or accidentally seen.[62]
|
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|
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The Barbary lion, hunted to extinction in the wild, was a subspecies native to Morocco and is a national emblem.[2] The last Barbary lion in the wild was shot in the Atlas Mountains in 1922.[63] The other two primary predators of northern Africa, the Atlas bear and Barbary leopard, are now extinct and critically endangered, respectively. Relict populations of the West African crocodile persisted in the Draa river until the 20th century.[64]
|
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|
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The Barbary macaque, a primate endemic to Morocco and Algeria, is also facing extinction due to offtake for trade[65] human interruption, urbanisation, wood and real estate expansion that diminish forested area – the macaque's habitat.
|
126 |
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|
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Trade of animals and plants for food, pets, medicinal purposes, souvenirs and photo props is common across Morocco, despite laws making much of it illegal.[66][67] This trade is unregulated and causing unknown reductions of wild populations of native Moroccan wildlife. Because of the proximity of northern Morocco to Europe, species such as cacti, tortoises, mammal skins, and high-value birds (falcons and bustards) are harvested in various parts of the country and exported in appreciable quantities, with especially large volumes of eel harvested – 60 tons exported to the Far East in the period 2009‒2011.[68]
|
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|
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+
Morocco was an authoritarian regime according to the Democracy Index of 2014. The Freedom of the Press 2014 report gave it a rating of "Not Free". This has improved since, however, and in 2017, Morocco was upgraded to being a "hybrid regime" according to the Democracy Index in 2017 and the Freedom of the Press report in 2017 found that Morocco was "partly free".[69]
|
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|
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+
Following the March 1998 elections, a coalition government headed by opposition socialist leader Abderrahmane Youssoufi and composed largely of ministers drawn from opposition parties, was formed. Prime Minister Youssoufi's government was the first ever government drawn primarily from opposition parties, and also represents the first opportunity for a coalition of socialists, left-of-centre, and nationalist parties to be included in the government until October 2002. It was also the first time in the modern political history of the Arab world that the opposition assumed power following an election. The current government is headed by Saadeddine Othmani.
|
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|
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The Moroccan Constitution provides for a monarchy with a Parliament and an independent judiciary. With the 2011 constitutional reforms, the King of Morocco retains less executive powers whereas those of the prime minister have been enlarged.[70][71]
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|
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+
The constitution grants the king honorific powers (among other powers); he is both the secular political leader and the "Commander of the Faithful" as a direct descendant of the Prophet Mohammed. He presides over the Council of Ministers; appoints the Prime Minister from the political party that has won the most seats in the parliamentary elections, and on recommendations from the latter, appoints the members of the government.
|
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|
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The constitution of 1996 theoretically allowed the king to terminate the tenure of any minister, and after consultation with the heads of the higher and lower Assemblies, to dissolve the Parliament, suspend the constitution, call for new elections, or rule by decree. The only time this happened was in 1965. The King is formally the commander-in-chief of the armed forces.
|
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|
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Since the constitutional reform of 1996, the bicameral legislature consists of two chambers. The Assembly of Representatives of Morocco (Majlis an-Nuwwâb/Assemblée des Répresentants) has 325 members elected for a five-year term, 295 elected in multi-seat constituencies and 30 in national lists consisting only of women. The Assembly of Councillors (Majlis al-Mustasharin) has 270 members, elected for a nine-year term, elected by local councils (162 seats), professional chambers (91 seats) and wage-earners (27 seats).
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|
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The Parliament's powers, though still relatively limited, were expanded under the 1992 and 1996 and even further in the 2011 constitutional revisions and include budgetary matters, approving bills, questioning ministers, and establishing ad hoc commissions of inquiry to investigate the government's actions. The lower chamber of Parliament may dissolve the government through a vote of no confidence.
|
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|
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+
The latest parliamentary elections were held on November 25, 2011. Voter turnout in these elections was estimated to be 43% of registered voters.
|
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|
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+
Compulsory military service in Morocco has been officially suspended since September 2006, and Morocco's reserve obligation lasts until age 50. Morocco's military consists of the Royal Armed Forces—this includes the Army (the largest branch), the Navy, the Air Force, the Royal Guard, the Royal Gendarmerie and the Auxiliary Forces. Internal security is generally effective, and acts of political violence are rare (with one exception, the 2003 Casablanca bombings which killed 45 people[72]).
|
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|
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The UN maintains a small observer force in Western Sahara, where a large number of Morocco's troops are stationed. The Saharawi group Polisario maintains an active militia of an estimated 5,000 fighters in Western Sahara and has engaged in intermittent warfare with Moroccan forces since the 1970s.
|
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|
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+
Morocco is a member of the United Nations and belongs to the African Union (AU), Arab League, Arab Maghreb Union (UMA), Organisation of Islamic Cooperation (OIC), the Non-Aligned Movement and the Community of Sahel–Saharan States (CEN_SAD). Morocco's relationships vary greatly between African, Arab, and Western states. Morocco has had strong ties to the West in order to gain economic and political benefits.[73] France and Spain remain the primary trade partners, as well as the primary creditors and foreign investors in Morocco. From the total foreign investments in Morocco, the European Union invests approximately 73.5%, whereas, the Arab world invests only 19.3%. Many countries from the Persian Gulf and Maghreb regions are getting more involved in large-scale development projects in Morocco.[74]
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|
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Morocco was the only African state not to be a member of the African Union due to its unilateral withdrawal on 12 November 1984 over the admission of the Sahrawi Arab Democratic Republic in 1982 by the African Union (then called Organisation of African Unity) as a full member without the organisation of a referendum of self-determination in the disputed territory of Western Sahara. Morocco rejoined the AU on 30 January 2017.[75][76]
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|
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A dispute with Spain in 2002 over the small island of Perejil revived the issue of the sovereignty of Melilla and Ceuta. These small enclaves on the Mediterranean coast are surrounded by Morocco and have been administered by Spain for centuries.
|
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|
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+
Morocco has been given the status of major non-NATO ally by the US government. Morocco was the first country in the world to recognise US sovereignty (in 1777).
|
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|
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+
Morocco is included in the European Union's European Neighbourhood Policy (ENP) which aims at bringing the EU and its neighbours closer.
|
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|
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Due to the conflict over Western Sahara, the status of the Saguia el-Hamra and Río de Oro regions is disputed. The Western Sahara War saw the Polisario Front, the Sahrawi rebel national liberation movement, battling both Morocco and Mauritania between 1976 and a ceasefire in 1991 that is still in effect. A United Nations mission, MINURSO, is tasked with organizing a referendum on whether the territory should become independent or recognised as a part of Morocco.
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|
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Part of the territory, the Free Zone, is a mostly uninhabited area that the Polisario Front controls as the Sahrawi Arab Democratic Republic. Its administrative headquarters are located in Tindouf, Algeria. As of 2006[update], no UN member state has recognised Moroccan sovereignty over Western Sahara.[77]
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In 2006, the government of Morocco has suggested autonomous status for the region, through the Moroccan Royal Advisory Council for Saharan Affairs (CORCAS). The project was presented to the United Nations Security Council in mid-April 2007. The proposal was encouraged by Moroccan allies such as the United States, France and Spain.[78] The Security Council has called upon the parties to enter into direct and unconditional negotiations to reach a mutually accepted political solution.[79]
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|
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Morocco is officially divided into 12 regions,[80] which, in turn, are subdivided into 62 provinces and 13 prefectures.[81]
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|
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Regions
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During the early 1960s to the late 1980s, under the leadership of Hassan II, Morocco had one of the worst human rights record in both Africa and the world. Government repression of political dissent was widespread during Hassan II's leadership, until it dropped sharply in the mid-1990s. The decades previous to this time are called the Years of Lead (Les Années de Plomb), and included forced disappearances, assassinations of government opponents and protesters, and secret internment camps such as Tazmamart. To examine the abuses committed during the reign of King Hassan II (1961–1999), the government has set up an Equity and Reconciliation Commission (IER).[82][83]
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According to Human Rights Watch annual report 2016, Moroccan authorities restricted the rights to peaceful expression, association and assembly through several laws. The authorities continue to prosecute both printed and online media which criticizes the government or the king.[84] There are also persistent allegations of violence against both Sahrawi pro-independence and pro-Polisario demonstrators[85] in Western Sahara; a disputed territory which is occupied by and considered by Morocco as part of its Southern Provinces. Morocco has been accused of detaining Sahrawi pro-independence activists as prisoners of conscience.[86]
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Homosexual acts are illegal in Morocco, and can be punishable by six months to three years of imprisonment.[87][88] It is illegal to proselytise for any religion other than Islam (article 220 of the Moroccan Penal Code), and that crime is punishable by a maximum of 15 years of imprisonment.[89][90] Violence against women, forced marriage and sexual harassment have been criminalized. The penalty can be from one month to five years, with fines ranging from $200 to $1,000.[91]
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As of May 24, 2020, hundreds of Moroccan migrant workers are trapped in Spain. They are continuously begging their government to let them come back home. The Spanish government states that it is holding discussions with the Moroccan government about repatriating the migrant workers via a “humanitarian corridor,” but it’s unclear how long will the process take.[92]
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Morocco's economy is considered a relatively liberal economy governed by the law of supply and demand. Since 1993, the country has followed a policy of privatisation of certain economic sectors which used to be in the hands of the government.[93] Morocco has become a major player in African economic affairs,[94] and is the 5th African economy by GDP (PPP). Morocco was ranked as the first African country by the Economist Intelligence Unit's quality-of-life index, ahead of South Africa.[citation needed] However, in the years since that first-place ranking was given, Morocco has slipped into fourth place behind Egypt.
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Government reforms and steady yearly growth in the region of 4–5% from 2000 to 2007, including 4.9% year-on-year growth in 2003–2007 helped the Moroccan economy to become much more robust compared to a few years earlier. For 2012 the World Bank forecast a rate of 4% growth for Morocco and 4.2% for following year, 2013.[95]
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The services sector accounts for just over half of GDP and industry, made up of mining, construction and manufacturing, is an additional quarter. The industries that recorded the highest growth are tourism, telecoms, information technology, and textile.
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Tourism is one of the most important sectors in Moroccan economy. It is well developed with a strong tourist industry focused on the country's coast, culture, and history. Morocco attracted more than 11 million tourists in 2017. Tourism is the second largest foreign exchange earner in Morocco after the phosphate industry. The Moroccan government is heavily investing in tourism development, in 2010 the government launched its Vision 2020 which plans to make Morocco one of the top 20 tourist destinations in the world and to double the annual number of international arrivals to 20 million by 2020,[96] with the hope that tourism will then have risen to 20% of GDP.
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Large government sponsored marketing campaigns to attract tourists advertised Morocco as a cheap and exotic, yet safe, place for tourists. Most of the visitors to Morocco continue to be European, with French nationals making up almost 20% of all visitors. Most Europeans visit between April and August.[97] Morocco's relatively high number of tourists has been aided by its location—Morocco is close to Europe and attracts visitors to its beaches. Because of its proximity to Spain, tourists in southern Spain's coastal areas take one- to three-day trips to Morocco.
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Since air services between Morocco and Algeria have been established, many Algerians have gone to Morocco to shop and visit family and friends. Morocco is relatively inexpensive because of the devaluation of the dirham and the increase of hotel prices in Spain. Morocco has an excellent road and rail infrastructure that links the major cities and tourist destinations with ports and cities with international airports. Low-cost airlines offer cheap flights to the country.
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Tourism is increasingly focused on Morocco's culture, such as its ancient cities. The modern tourist industry capitalises on Morocco's ancient Roman and Islamic sites, and on its landscape and cultural history. 60% of Morocco's tourists visit for its culture and heritage.
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Agadir is a major coastal resort and has a third of all Moroccan bed nights. It is a base for tours to the Atlas Mountains. Other resorts in north Morocco are also very popular.[98]
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Casablanca is the major cruise port in Morocco, and has the best developed market for tourists in Morocco, Marrakech in central Morocco is a popular tourist destination, but is more popular among tourists for one- and two-day excursions that provide a taste of Morocco's history and culture. The Majorelle botanical garden in Marrakech is a popular tourist attraction. It was bought by the fashion designer Yves Saint-Laurent and Pierre Bergé in 1980. Their presence in the city helped to boost the city's profile as a tourist destination.[99]
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As of 2006[update], activity and adventure tourism in the Atlas and Rif Mountains are the fastest growth area in Moroccan tourism. These locations have excellent walking and trekking opportunities from late March to mid-November. The government is investing in trekking circuits. They are also developing desert tourism in competition with Tunisia.[100]
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Agriculture in Morocco employs about 40% of the nation's workforce. Thus, it is the largest employer in the country. In the rainy sections of the northwest, barley, wheat, and other cereals can be raised without irrigation. On the Atlantic coast, where there are extensive plains, olives, citrus fruits, and wine grapes are grown, largely with water supplied by artesian wells. Morocco also produces a significant amount of illicit hashish, much of which is shipped to Western Europe. Livestock are raised and forests yield cork, cabinet wood, and building materials. Part of the maritime population fishes for its livelihood. Agadir, Essaouira, El Jadida, and Larache are among the important fishing harbors.[101] Both the agriculture and fishing industries are expected to be severely impacted by climate change.[102]
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Moroccan agricultural production also consists of orange, tomatoes, potatoes, olives, and olive oil. High quality agricultural products are usually exported to Europe. Morocco produces enough food for domestic consumption except for grains, sugar, coffee and tea. More than 40% of Morocco's consumption of grains and flour is imported from the United States and France.
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According to the Global Competitiveness Report of 2019, Morocco Ranked 32nd in the world in terms of Roads, 16th in Sea, 45th in Air and 64th in Railways. This gives Morocco the best infrastructure rankings in the African continent.[104]
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Modern infrastructure development, such as ports, airports, and rail links, is a top government priority. To meet the growing domestic demand, the Moroccan government invested more than $15 billion from 2010 to 2015 in upgrading its basic infrastructure.[105]
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Morocco has one of the best road systems on the continent. Over the past 20 years, the government has built approximately 1770 kilometers of modern roads, connecting most major cities via toll expressways. The Moroccan Ministry of Equipment, Transport, Logistics, and Water aims to build an additional 3380 kilometers of expressway and 2100 kilometers of highway by 2030, at an expected cost of $9.6 billion. While focusing on linking the southern provinces, notably the cities of Laayoune and Dakhla to the rest of Morocco.
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In 2014, Morocco began the construction of the first high-speed railway system in Africa linking the cities of Tangiers and Casablanca. It was inaugurated in 2018 by the King following over a decade of planning and construction by Moroccan national railway company ONCF. It is the first phase of what is planned to eventually be a 1,500 kilometeres (930 mi) high-speed rail network in Morocco. An extension of the line to Marrakesh is already being planned.
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Morocco also has the largest port in Africa and the Mediterranean called Tanger-Med, which is ranked the 18th in the world with a handling capacity of over 9 million containers. It is situated in the Tangiers free economic zone and serves as a logistics hub for Africa and the world.[106]
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In 2008, about 56% of Morocco's electricity supply was provided by coal.[107] However, as forecasts indicate that energy requirements in Morocco will rise 6% per year between 2012 and 2050,[108] a new law passed encouraging Moroccans to look for ways to diversify the energy supply, including more renewable resources. The Moroccan government has launched a project to build a solar thermal energy power plant[109] and is also looking into the use of natural gas as a potential source of revenue for Morocco's government.[108]
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Morocco has embarked upon the construction of large solar energy farms to lessen dependence on fossil fuels, and to eventually export electricity to Europe.[110]
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Since the 7th century, Cannabis has been cultivated in the Rif Region.[111] In 2004, according to the UN World Drugs Report, cultivation and transformation of Cannabis represents 0.57% of the national GDP of Morocco in 2002.[112] According to a French Ministry of the Interior 2006 report, 80% of the cannabis resin (hashish) consumed in Europe comes from the Rif region in Morocco, which is mostly mountainous terrain in the north of Morocco, also hosting plains that are very fertile and expanding from Melwiyya River and Ras Kebdana in the East to Tangier and Cape Spartel in the West. Also, the region extends from the Mediterranean in the south, home of the Wergha River, to the north.[113] In addition to that, Morocco is a transit point for cocaine from South America destined for Western Europe.[114]
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Water supply and sanitation in Morocco is provided by a wide array of utilities. They range from private companies in the largest city, Casablanca, the capital, Rabat,
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and two other cities,[clarification needed] to public municipal utilities in 13 other cities, as well as a national electricity and water company (ONEE). The latter is in charge of bulk water supply to the aforementioned utilities, water distribution in about 500 small towns, as well as sewerage and wastewater treatment in 60 of these towns.
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There have been substantial improvements in access to water supply, and to a lesser extent to sanitation, over the past fifteen years. Remaining challenges include a low level of wastewater treatment (only 13% of collected wastewater is being treated), lack of house connections in the poorest urban neighbourhoods, and limited sustainability of rural systems (20 percent of rural systems are estimated not to function). In 2005 a National Sanitation Program was approved that aims at treating 60% of collected wastewater and connecting 80% of urban households to sewers by 2020. The issue of lack of water connections for some of the urban poor is being addressed as part of the National Human Development Initiative, under which residents of informal settlements have received land titles and have fees waived that are normally paid to utilities in order to connect to the water and sewer network.
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The Moroccan government has been implementing reforms to improve the quality of education and make research more responsive to socio-economic needs. In May 2009, Morocco's prime minister, Abbas El Fassi, announced greater support for science during a meeting at the National Centre for Scientific and Technical Research. The aim was to give universities greater financial autonomy from the government to make them more responsive to research needs and better able to forge links with the private sector, in the hope that this would nurture a culture of entrepreneurship in academia. He announced that investment in science and technology would rise from US$620,000 in 2008 to US$8.5 million (69 million Moroccan dirhams) in 2009, in order to finance the refurbishment and construction of laboratories, training courses for researchers in financial management, a scholarship programme for postgraduate research and incentive measures for companies prepared to finance research, such as giving them access to scientific results that they could then use to develop new products.[115]
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The Moroccan Innovation Strategy was launched at the country's first National Innovation Summit in June 2009 by the Ministry of Industry, Commerce, Investment and the Digital Economy. The Moroccan Innovation Strategy fixed the target of producing 1,000 Moroccan patents and creating 200 innovative start-ups by 2014. In 2012, Moroccan inventors applied for 197 patents, up from 152 two years earlier. In 2011, the Ministry of Industry, Commerce and New Technologies created a Moroccan Club of Innovation, in partnership with the Moroccan Office of Industrial and Commercial Property. The idea is to create a network of players in innovation, including researchers, entrepreneurs, students and academics, to help them develop innovative projects.[116]
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The Ministry of Higher Education and Scientific Research is supporting research in advanced technologies and the development of innovative cities in Fez, Rabat and Marrakesh. The government is encouraging public institutions to engage with citizens in innovation. One example is the Moroccan Phosphate Office (Office chérifien des phosphates), which has invested in a project to develop a smart city, King Mohammed VI Green City, around Mohammed VI University located between Casablanca and Marrakesh, at a cost of DH 4.7 billion (circa US$479 million).[116][117]
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As of 2015, Morocco had three technoparks. Since the first technopark was established in Rabat in 2005, a second has been set up in Casablanca, followed, in 2015, by a third in Tangers. The technoparks host start-ups and small and medium-sized enterprises specializing in information and communication technologies (ICTs), 'green' technologies (namely, environmentally friendly technologies) and cultural industries.[116]
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In 2012, the Hassan II Academy of Science and Technology identified a number of sectors where Morocco has a comparative advantage and skilled human capital, including mining, fisheries, food chemistry and new technologies. It also identified a number of strategic sectors, such as energy, with an emphasis on renewable energies such as photovoltaic, thermal solar energy, wind and biomass; as well as the water, nutrition and health sectors, the environment and geosciences.[116][118]
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On 20 May 2015, less than a year after its inception, the Higher Council for Education, Training and Scientific Research presented a report to the king offering a Vision for Education in Morocco 2015–2030. The report advocated making education egalitarian and, thus, accessible to the greatest number. Since improving the quality of education goes hand in hand with promoting research and development, the report also recommended developing an integrated national innovation system which would be financed by gradually increasing the share of GDP devoted to research and development (R&D) from 0.73% of GDP in 2010 ‘to 1% in the short term, 1.5% by 2025 and 2% by 2030’.[116]
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Morocco has a population of around 36,029,093 inhabitants (2018 est.).[120][121] According to the CIA, 99% of residents are Arab-Berber.[1]
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It is estimated that between 41%[122] to 80% of residents have Berber ancestral origins.[123] A sizeable portion of the population is identified as Haratin and Gnawa (or Gnaoua), West African or mixed race descendants of slaves, and Moriscos, European Muslims expelled from Spain and Portugal in the 17th century.[124]
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According to the 2014 Morocco population census, there were around 84,000 immigrants in the country. Of these foreign-born residents, most were of French origin, followed by individuals mainly from various nations in West Africa and Algeria.[125] There are also a number of foreign residents of Spanish origin. Some of them are descendants of colonial settlers, who primarily work for European multinational companies, while others are married to Moroccans or are retirees. Prior to independence, Morocco was home to half a million Europeans; who were mostly Christians.[126] Also prior to independence, Morocco was home to 250,000 Spaniards.[127] Morocco's once prominent Jewish minority has decreased significantly since its peak of 265,000 in 1948, declining to around 2,500 today.[128]
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Morocco has a large diaspora, most of which is located in France, which has reportedly over one million Moroccans of up to the third generation. There are also large Moroccan communities in Spain (about 700,000 Moroccans),[129] the Netherlands (360,000), and Belgium (300,000).[130] Other large communities can be found in Italy, Canada, the United States, and Israel, where Moroccan Jews are thought to constitute the second biggest Jewish ethnic subgroup.[citation needed]
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The religious affiliation in the country was estimated by the Pew Forum in 2010 as 99% Muslim, with all remaining groups accounting for less than 1% of the population.[132] Sunnis form the majority at 67% with non-denominational Muslims being the second largest group of Muslims at 30%.[133] There are an estimated 3,000 to 8,000 Shia Muslims, most of them foreign residents from Lebanon or Iraq, but also a few citizen converts. Followers of several Sufi Muslim orders across the Maghreb and West Africa undertake joint annual pilgrimages to the country.
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Christians are estimated at 1% (~380,000) of the Moroccan population.[2] The predominantly Roman Catholic and Protestant foreign-resident Christian community consists of approximately 40,000 practising members. Most foreign resident Christians reside in the Casablanca, Tangier, and Rabat urban areas.
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Various local Christian leaders estimate that between 2005 and 2010 there are 5,000 citizen converted Christians (mostly ethnically Berber) who regularly attend "house" churches and live predominantly in the south.[134] Some local Christian leaders estimate that there may be as many as 8,000 Christian citizens throughout the country, but many reportedly do not meet regularly due to fear of government surveillance and social persecution.[135] The number of the Moroccans who converted to Christianity (most of them secret worshippers) are estimated between 8,000–50,000.[136][137][138][139]
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The most recent estimates put the size of the Casablanca Jewish community at about 2,500,[140] and the Rabat and Marrakesh Jewish communities at about 100 members each. The remainder of the Jewish population is dispersed throughout the country. This population is mostly elderly, with a decreasing number of young people.[135]
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The Baha’i community, located in urban areas, numbers 350 to 400 persons.[135]
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Morocco's official languages are Arabic and Berber.[141][142] The country's distinctive group of Moroccan Arabic dialects is referred to as Darija. Approximately 89.8% of the whole population can communicate to some degree in Moroccan Arabic.[143] The Berber language is spoken in three dialects (Tarifit, Tashelhit and Central Atlas Tamazight).[144] In 2008, Frédéric Deroche estimated that there were 12 million Berber speakers, making up about 40% of the population.[145] The 2004 population census reported that 28.1% of the population spoke Berber.[143]
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French is widely used in governmental institutions, media, mid-size and large companies, international commerce with French-speaking countries, and often in international diplomacy. French is taught as an obligatory language in all schools. In 2010, there were 10,366,000 French-speakers in Morocco, or about 32% of the population.[146][note 1]
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According to the 2004 census, 2.19 million Moroccans spoke a foreign language other than French.[143] English, while far behind French in terms of number of speakers, is the first foreign language of choice, since French is obligatory, among educated youth and professionals.
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According to Ethnologue, as of 2016, there are 1,536,590 individuals (or approximately 4.5% of the population) in Morocco who speak Spanish.[147] Spanish is mostly spoken in northern Morocco and the Spanish Sahara because Spain had previously occupied those areas.[148] Significant portion of northern Morocco receives Spanish media, television signal and radio airwaves, which reportedly facilitate competence in the language in the region.[149]
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After Morocco declared independence in 1956, French and Arabic became the main languages of administration and education, causing the role of Spanish to decline.[149]
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According to a 2012 study by the Government of Spain, 98% of Moroccans spoke Moroccan Arabic, 63% spoke French, 43% Amazigh, 14% spoke English, and 10% spoke Spanish.[150]
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Morocco is a country with a rich culture and civilisation. Through Moroccan history, it has hosted many people coming from East (Phoenicians, Jews and Arabs), South (Sub-Saharan Africans) and North (Romans, Andalusians). All those civilisations have affected the social structure of Morocco.
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Since independence, a veritable blossoming has taken place in painting and sculpture, popular music, amateur theatre, and filmmaking.[151] The Moroccan National Theatre (founded 1956) offers regular productions of Moroccan and French dramatic works. Art and music festivals take place throughout the country during the summer months, among them the World Sacred Music Festival at Fès.
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Each region possesses its own specificities, thus contributing to the national culture and to the legacy of civilization. Morocco has set among its top priorities the protection of its diverse legacy and the preservation of its cultural heritage.[citation needed]
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Culturally speaking, Morocco has always been successful in combining its Berber, Jewish and Arabic cultural heritage with external influences such as the French and the Spanish and, during the last decades, the Anglo-American lifestyles.[152][153][154]
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Moroccan architecture refers to the architecture characteristic of Morocco throughout its history and up to modern times. The country's diverse geography and long history, marked by successive waves of settlers through both migration and military conquest, are all reflected in its architecture. This architectural heritage ranges from ancient Roman and Berber sites to 20th-century colonial and modern architecture.
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The most recognizably "Moroccan" architecture, however, is the traditional architecture that developed in the Islamic period (7th century and after) which dominates much of Morocco's documented history and its existing heritage.[155][156] This "Islamic architecture" of Morocco was part of a wider cultural and artistic complex, often referred to as "Hispano-Moorish" art, which characterized Morocco, al-Andalus (Muslim Spain and Portugal), and parts of Algeria and even Tunisia.[157][158][159][160] It blended influences from Berber culture in North Africa, pre-Islamic Spain (Roman, Byzantine, and Visigothic), and contemporary artistic currents in the Islamic Middle East to elaborate a unique style over centuries with recognizable features such as the "Moorish" arch, riad gardens (courtyard gardens with a symmetrical four-part division), and elaborate geometric and arabesque motifs in wood, stucco, and tilework (notably zellij).[157][158][161][162]
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Although Moroccan Berber architecture is not strictly separate from the rest of Moroccan architecture, many structures and architectural styles are distinctively associated with traditionally Berber or Berber-dominated regions of Morocco such as the Atlas Mountains and the Sahara and pre-Sahara regions.[163] These mostly rural regions are marked by numerous kasbahs (fortresses) and ksour (fortified villages) shaped by local geography and social structures, of which one of the most famous is Ait Benhaddou.[164] They are typically made of rammed earth and decorated with local geometric motifs. Far from being isolated from other historical artistic currents around them, the Berbers of Morocco (and across North Africa) adapted the forms and ideas of Islamic architecture to their own conditions and in turn contributed to the formation of Western Islamic art, particularly during their political domination of the region over the centuries of Almoravid, Almohad, and Marinid rule.[162][163]
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Moroccan literature is written in Arabic, Berber and French. Under the Almohad dynasty Morocco experienced a period of prosperity and brilliance of learning. The Almohad built the Koutoubia Mosque in Marrakesh, which accommodated no fewer than 25,000 people, but was also famed for its books, manuscripts, libraries and book shops, which gave it its name; the first book bazaar in history. The Almohad Caliph Abu Yakub had a great love for collecting books. He founded a great library, which was eventually carried to the Casbah and turned into a public library.
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Modern Moroccan literature began in the 1930s. Two main factors gave Morocco a pulse toward witnessing the birth of a modern literature. Morocco, as a French and Spanish protectorate left Moroccan intellectuals the opportunity to exchange and to produce literary works freely enjoying the contact of other Arabic literature and Europe.
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Three generations of writers especially shaped 20th century Moroccan literature.[170] The first was the generation that lived and wrote during the Protectorate (1912–56), its most important representative being Mohammed Ben Brahim (1897–1955).
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The second generation was the one that played an important role in the transition to independence with writers like Abdelkrim Ghallab (1919–2006), Allal al-Fassi (1910–1974) and Mohammed al-Mokhtar Soussi (1900–1963). The third generation is that of writers of the sixties. Moroccan literature then flourished with writers such as Mohamed Choukri, Driss Chraïbi, Mohamed Zafzaf and Driss El Khouri. Those writers were an important influence the many Moroccan novelists, poets and playwrights that were still to come.
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During the 1950s and 1960s, Morocco was a refuge and artistic centre and attracted writers as Paul Bowles, Tennessee Williams and William S. Burroughs. Moroccan literature flourished with novelists such as Mohamed Zafzaf and Mohamed Choukri, who wrote in Arabic, and Driss Chraïbi and Tahar Ben Jelloun who wrote in French. Other important Moroccan authors include, Abdellatif Laabi, Abdelkrim Ghallab, Fouad Laroui, Mohammed Berrada and Leila Abouzeid. Orature (oral literature) is an integral part of Moroccan culture, be it in Moroccan Arabic or Berber.
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Moroccan music is of Arabic, Berber and sub-Saharan origins. Rock-influenced chaabi bands are widespread, as is trance music with historical origins in Islamic music.
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Morocco is home to Andalusian classical music that is found throughout Northwest Africa. It probably evolved under the Moors in Cordoba, and the Persian-born musician Ziryab is usually credited with its invention. A genre known as Contemporary Andalusian Music and art is the brainchild of Morisco visual artist/composer/oudist Tarik Banzi, founder of the Al-Andalus Ensemble.
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Aita is a Bedouin musical style sung in the countryside.
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Chaabi ("popular") is a music consisting of numerous varieties which are descended from the multifarious forms of Moroccan folk music. Chaabi was originally performed in markets, but is now found at any celebration or meeting.
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Popular Western forms of music are becoming increasingly popular in Morocco, such as fusion, rock, country, metal and, in particular, hip hop.
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Morocco participated in the 1980 Eurovision Song Contest, where it finished in the penultimate position.
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Cinema in Morocco has a long history, stretching back over a century to the filming of Le chevrier Marocain ("The Moroccan Goatherd") by Louis Lumière in 1897. Between that time and 1944, many foreign movies were shot in the country, especially in the Ouarzazate area. In 1944, the Moroccan Cinematographic Center (CCM), the nation's film regulatory agency, was established. Studios were also opened in Rabat.
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In 1952, Orson Welles' Othello won the Palme d'Or at the Cannes Film Festival under the Moroccan flag. However, the Festival's musicians did not play the Moroccan national anthem, as no one in attendance knew what it was.[171] Six years later, Mohammed Ousfour would create the first Moroccan movie, Le fils maudit ("The Damned Son").
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In 1968, the first Mediterranean Film Festival was held in Tangier. In its current incarnation, the event is held in Tetouan. This was followed in 1982 with the first national festival of cinema, which was held in Rabat. In 2001, the first International Film Festival of Marrakech (FIFM) was also held in Marrakech.
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Moroccan cuisine is considered as one of the most diversified cuisines in the world. This is a result of the centuries-long interaction of Morocco with the outside world.[172] The cuisine of Morocco is mainly a fusion of Moorish, European and Mediterranean cuisines.
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Spices are used extensively in Moroccan cuisine. While spices have been imported to Morocco for thousands of years, many ingredients such as saffron from Tiliouine, mint and olives from Meknes, and oranges and lemons from Fez, are home-grown. Chicken is the most widely eaten meat in Morocco. The most commonly eaten red meat in Morocco is beef; lamb is preferred but is relatively expensive. The main Moroccan dish most people are familiar with is couscous,[173] the old national delicacy.
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Beef is the most commonly eaten red meat in Morocco, usually eaten in a Tagine with vegetables or legumes. Chicken is also very commonly used in Tagines, knowing that one of the most famous tagine is the Tagine of Chicken, potatoes and olives. Lamb is also consumed, but as Northwest African sheep breeds store most of their fat in their tails, Moroccan lamb does not have the pungent flavour that Western lamb and mutton have. Poultry is also very common, and the use of seafood is increasing in Moroccan food. In addition, there are dried salted meats and salted preserved meats such as kliia/khlia[174] and "g'did" which are used to flavor tagines or used in "el ghraif" a folded savory Moroccan pancake.
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Among the most famous Moroccan dishes are Couscous, Pastilla (also spelled Bsteeya or Bestilla), Tajine, Tanjia and Harira. Although the latter is a soup, it is considered as a dish in itself and is served as such or with dates especially during the month of Ramadan. Pork consumption is forbidden in accordance with Sharia, religious laws of Islam.
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A big part of the daily meal is bread. Bread in Morocco is principally from durum wheat semolina known as khobz. Bakeries are very common throughout Morocco and fresh bread is a staple in every city, town and village. The most common is whole grain coarse ground or white flour bread. There are also a number of flat breads and pulled unleavened pan-fried breads.
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The most popular drink is "atai", green tea with mint leaves and other ingredients. Tea occupies a very important place in the culture of Morocco and is considered an art form. It is served not only at mealtimes but all through the day, and it is especially a drink of hospitality, commonly served whenever there are guests. It is served to guests, and it is impolite to refuse it.
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Football is the country's most popular sport, popular among the urban youth in particular. In 1986, Morocco became the first Arab and African country to qualify for the second round of the FIFA World Cup. Morocco was originally scheduled to host the 2015 Africa Cup of Nations,[175] but refused to host the tournament on the scheduled dates because of fears over the ebola outbreak on the continent.[176] Morocco made five attempts to host the FIFA World Cup but lost five times to United States, France, Germany, South Africa and Canada/Mexico/United States.
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At the 1984 Olympic Games, two Moroccans won gold medals in track and field. Nawal El Moutawakel won in the 400 metres hurdles; she was the first woman from an Arab or Islamic country to win an Olympic gold medal. Saïd Aouita won the 5000 metres at the same games. Hicham El Guerrouj won gold medals for Morocco at the 2004 Summer Olympics in the 1500 metres and 5000 metres and holds several world records in the mile run.
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Spectator sports in Morocco traditionally centered on the art of horsemanship until European sports—football, polo, swimming, and tennis—were introduced at the end of the 19th century. Tennis and golf have become popular.[citation needed] Several Moroccan professional players have competed in international competition, and the country fielded its first Davis Cup team in 1999.
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Rugby came to Morocco in the early 20th century, mainly by the French who occupied the country.[177] As a result, Moroccan rugby was tied to the fortunes of France, during the first and second World War, with many Moroccan players going away to fight.[177] Like many other Maghreb nations, Moroccan rugby tended to look to Europe for inspiration, rather than to the rest of Africa.
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Kickboxing is also popular in Morocco.[citation needed] The Moroccan-Dutch Badr Hari, heavyweight kickboxer and martial artist, is a former K-1 heavyweight champion and K-1 World Grand Prix 2008 and 2009 finalist.[citation needed]
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Education in Morocco is free and compulsory through primary school. The estimated literacy rate for the country in 2012 was 72%.[178] In September 2006, UNESCO awarded Morocco amongst other countries such as Cuba, Pakistan, India and Turkey the "UNESCO 2006 Literacy Prize".[179]
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Morocco has more than four dozen universities, institutes of higher learning, and polytechnics dispersed at urban centres throughout the country. Its leading institutions include Mohammed V University in Rabat, the country's largest university, with branches in Casablanca and Fès; the Hassan II Agriculture and Veterinary Institute in Rabat, which conducts leading social science research in addition to its agricultural specialties; and Al-Akhawayn University in Ifrane, the first English-language university in Northwest Africa,[180] inaugurated in 1995 with contributions from Saudi Arabia and the United States.
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The al-Qarawiyin University, founded by Fatima al-Fihri in the city of Fez in 859 as a madrasa,[181] is considered by some sources, including UNESCO, to be the "oldest university of the world".[182] Morocco has also some of prestigious postgraduate schools, including: l'Institut National des Postes et Télécommunication (INPT), École Nationale Supérieure d'Électricité et de Mecanique (ENSEM), EMI, ISCAE, INSEA, National School of Mineral Industry, École Hassania des Travaux Publics, Les Écoles nationales de commerce et de gestion, École supérieure de technologie de Casablanca.[183]
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Many efforts are made by countries around the world to address health issues and eradicate disease, Morocco included. Child health, maternal health, and diseases are all components of health and well-being. Morocco is a developing country that has made many strides to improve these categories. However, Morocco still has many health issues to improve on. According to research published, in 2005 only 16% of citizens in Morocco had health insurance or coverage.[184] In data from the World Bank, Morocco experiences high infant mortality rates at 20 deaths per 1,000 births (2017)[185] and high maternal mortality rates at 121 deaths per 100,000 births (2015).[186]
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The government of Morocco sets up surveillance systems within the already existing healthcare system to monitor and collect data. Mass education in hygiene is implemented in primary education schools which are free for residents of Morocco. In 2005, The government of Morocco approved two reforms to expand health insurance coverage.[184] The first reform was a mandatory health insurance plan for public and private sector employees to expand coverage from 16 percent of the population to 30 percent. The second reform created a fund to cover services for the poor. Both reforms improved access to high-quality care. Infant mortality has improved significantly since 1960 when there were 144 deaths per 1,000 live births, in 2000, 42 per 1,000 live births, and now it is 20 per 1,000 live births.[185] The country's under-five mortality rate dropped by 60% between 1990 and 2011.
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According to data from the World Bank,[185] the present mortality rate is still very high, over seven times higher than in neighboring country Spain. In 2014, Morocco adopted a national plan to increase progress on maternal and child health.[187] The Moroccan Plan was started by the Moroccan Minister of Health, Dr. El Houssaine Louardi, and Dr. Ala Alwan, WHO Regional Director for the Eastern Mediterranean Region, on 13 November 2013 in Rabat.[187] Morocco has made significant progress in reducing deaths among both children and mothers. Based on World Bank data, the nation's maternal mortality ratio fell by 67% between 1990 and 2010.[186] In 2014, spending on healthcare accounted for 5.9% of the country's GDP.[188] Since 2014, spending on healthcare as part of the GDP has decreased. However, health expenditure per capita (PPP) has steadily increased since 2000. In 2015, the Moroccan health expenditure was $435.29 per capita.[189] In 2016 the life expectancy at birth was 74.3, or 73.3 for men and 75.4 for women, and there were 6.3 physicians and 8.9 nurses and midwives per 10,000 inhabitants.[190] In 2017, Morocco ranked 16th out of 29 countries on the Global Youth Wellbeing Index.[191] Moroccan youths experience a lower self-harm rate than the global index by an average of 4 encounters per year.[191]
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This article incorporates text from a free content work. Licensed under CC-BY-SA IGO 3.0 UNESCO Science Report: towards 2030, 431–467, UNESCO, UNESCO Publishing. To learn how to add open license text to Wikipedia articles, please see this how-to page. For information on reusing text from Wikipedia, please see the terms of use.
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Mayotte (French: Mayotte, pronounced [majɔt]; Shimaore: Maore, IPA: [maˈore]; Malagasy: Mahori) is an overseas department and region of France officially named the Department of Mayotte (French: Département de Mayotte).[3] It consists of a main island, Grande-Terre (or Maore), a smaller island, Petite-Terre (or Pamanzi), and several islets around these two. Mayotte is part of the Comoros archipelago, located in the northern Mozambique Channel in the Indian Ocean off the coast of Southeast Africa, between northwestern Madagascar and northeastern Mozambique. The department status of Mayotte is recent and the region remains, by a significant margin, the poorest in France. Mayotte is nevertheless much more prosperous than the other countries of the Mozambique Channel, making it a major destination for illegal immigration.
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Mayotte's land area is 374 square kilometres (144 sq mi) and, with its 279,471 people according to January 2020 official estimates,[1] is very densely populated at 747 inhabitants per km2 (1,935 per sq mi). The biggest city and prefecture is Mamoudzou on Grande-Terre. However, the Dzaoudzi–Pamandzi International Airport is located on the neighbouring island of Petite-Terre. The territory is also known as Maore, the native name of its main island, especially by advocates of its inclusion in the Union of the Comoros.
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Although, as a department, Mayotte is now an integral part of France, the majority of the inhabitants do not speak French as a first language,[4] but a majority of the people 14 years and older report in the census that they can speak French (with varying levels of fluency).[5] The language of the majority is Shimaore, a Sabaki language closely related to the varieties in the neighbouring Comoros islands. The second most widely spoken native language is Kibushi, a Malagasy language, of which there are two varieties, Kibushi Kisakalava, most closely related to the Sakalava dialect of Malagasy, and Kibushi Kiantalaotra. Both have been influenced by Shimaore. The vast majority of the population is Muslim.
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The island was populated from neighbouring East Africa with later arrival of Arabs, who brought Islam. A sultanate was established in 1500.
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In the 19th century, Mayotte was conquered by Andriantsoly, former king of Iboina on Madagascar, and later by the neighbouring islands Mohéli and then Anjouan before being purchased by France in 1841. The people of Mayotte voted to remain politically a part of France in the 1974 referendum on the independence of the Comoros. Mayotte became an overseas department on 31 March 2011 and became an outermost region of the European Union on 1 January 2014, following a 2009 referendum with an overwhelming result in favour of the department status.
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The new department is facing enormous problems and challenges. According to an INSEE report published in 2018, 84% of the population live under the poverty line (established at €959 per month and per household), compared to 16% in metropolitan France, 40% of dwellings are corrugated sheet metal shacks, 29% of households have no running water, and 34% of the inhabitants between the age of 15 and 64 do not have a job.[6] In 2019, with an annual population growth of 3.8%, half the population was less than 17 years old. In addition, as a result of massive illegal immigration from neighboring islands, 48% of the population are foreign nationals.[7]
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The term Mayotte (or Maore) may refer to all of the department's islands, of which the largest is known as Maore (French: Grande-Terre) and includes Maore's surrounding islands, most notably Pamanzi (French: Petite-Terre), or only to the largest island. The name is believed to come from Mawuti, contraction of the Arabic جزيرة الموت Jazīrat al-Mawt – meaning "island of death" (maybe due to the dangerous reefs circling the island) and corrupted to Mayotta in Portuguese, later turned into French. However, the local name is Mahore, and the Arabic etymology is doubtful.
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The main island, Grande-Terre (or Maore), geologically the oldest of the Comoro Islands, is 39 kilometres (24 mi) long and 22 kilometres (14 mi) wide, and its highest point is Mount Benara, at 660 metres (2,165 ft) above sea level. Because of the volcanic rock, the soil is relatively rich in some areas. A coral reef encircling much of the island ensures protection for ships and a habitat for fish. Dzaoudzi was the capital of Mayotte (and earlier the capital of all the colonial Comoros) until 1977, when the capital was relocated to Mamoudzou on the main island of Grande-Terre. It is situated on Petite-Terre (or Pamanzi), which at 10 square kilometres (4 sq mi) is the largest of several islets adjacent to Maore.
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The area of the lagoon behind the reef is approximately 1,500 square kilometres (580 sq mi), reaching a maximum depth of about 80m. It is described as "the largest barrier-reef-lagoon complex within the southwestern Indian Ocean".[8]
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Mayotte is a primarily volcanic island rising steeply from the bed of the ocean to a height of 660 metres (2,170 ft) on Mont Bénara (Open Street Map gives this as 661 metres (2,169 ft)).
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Two volcanic centres are reported, a southern one (Pic Chongui, 594 metres (1,949 ft), with a breached crater to the NW, and a northern centre (Mont M'Tsapéré, 572 metres (1,877 ft)) with a breached crater to the south-east. Mont Bénara is on the curving ridge between these two peaks, approximately at the contact point of the two structures. Volcanic activity started about 7.7 million years ago in the south, ceasing about 2.7 million years ago. In the north, activity started about 4.7 million years ago and lasted until about 1.4 million years ago. Both centres had several phases of activity.[9] The most recent age reported for an ash band is 7000 year BP.[8]
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The November 11, 2018, seismic event occurred about 15 miles (24 km) off the coast of Mayotte. It was recorded by seismograms in many places, including Kenya, Chile, New Zealand, Canada, and Hawaii located almost 11,000 miles (18,000 km) away.[10] The seismic waves lasted for over 20 minutes but despite this, no one felt it.[11][10]
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The earthquake swarm has subsequently been linked to a newly discovered undersea volcano located 50 km away from Mayotte at a depth of 3500m.[12]
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Mayotte is surrounded by a typical tropical coral reef. It consists in a large outer barrier reef, enclosing one of the world's largest and deepest lagoons, followed by a fringing reef, interrupted by many mangroves. All Mayotte waters are ruled by a National marine Park, and many places are natural reserves.
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The outer coral reef is 195 km long, housing 1,500 km2 of lagoon, including 7.3 km2 of mangrove. There are at least 250 different species of coral, 760 tropical fish species, and the National Natural Heritage Inventory (INPN) has no fewer than 3,616 marine species, but this is probably a far cry from the actual count. As this region of the world is still poorly inventoried by scientists, the waters of Mayotte continue to harbour many unknown species of science, and allow important scientific discoveries each year.[13]
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Mayotte has a great diversity in its plant life: more than 1,300 species are recorded, half of them being endemic, making this island one of the richest in plant diversity in the world compared to its size.[14] 15% of the island is classified as natural reserve; however, the primal forest now covers barely 5% of the island due to illegal deforestation.
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Just like many volcanic islands, Mayotte shelters quite a limited mammal biodiversity, the only native species being flying foxes (Pteropus seychellensis comorensis). However, there are 18 species of reptiles, 23 of terrestrial mollusks, 116 butterflies, 38 dragonflies, 50 grasshoppers, 150 beetles.[14]
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In 1500, the Maore sultanate was established on the island. In 1503, Mayotte was observed and named (firstly Espirito Santo) by Portuguese explorers, but not colonized. The island has known several eras of wealth (especially during the 11th century at Acoua or between 9th and 12th centuries at Dembéni), being an important part of the Swahili coast culture. However, its sister island Anjouan was preferred by international traders due to its better suitability to large boats, and, for a long time, Mayotte remained poorly developed compared to the three other Comoros islands, often being targeted by pirates and Malagasy or Comorian raids.
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In 1832, Mayotte was conquered by Andriantsoly, former king of Iboina on Madagascar; in 1833, it was conquered by the neighbouring sultanate of Mwali (Mohéli island in French). On 19 November 1835, Mayotte was again conquered by the Ndzuwani Sultanate (Anjouan sultanate in French); a governor was installed with the unusual Islamic style of Qadi (from the Arabic قاض which means judge). However, in 1836 it regained its independence under a last local Sultan. Andriantsoly won again the island in 1836, but his depopulated and unfortified island was in a weak position towards the sultans of Comoros, Malagasy kings and pirates. Looking for the help of a powerful ally, he began to negotiate with the French, installed in the nearby Malagasy island of Nosy Bé in 1840.
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Mayotte was purchased by France in 1841, and integrated to the Crown. This also entailed the end of the slavery regime which had dominated the island for centuries: the slaves were set free and most of the masters, ruined, had to leave the island.
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Mayotte therefore became a French island, but it remained an island emptied of its inhabitants by decades of wars, as well as by the exodus of former elites and part of their slaves: most of the cities were abandoned, and nature regained its rights over the old plantations. The French administration therefore tried to repopulate the island, recalling first of all the Mayotte exiles or refugees in the region (Comoros, Madagascar), proposing the former exiled masters return in exchange for compensation, then by inviting wealthy Anjouan families to come and set up trade. France launched some first major works, such as the realization in 1848 of the Boulevard des Crabes connecting the rock of Dzaoudzi to Pamandzi and the rest of Petite-Terre.
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In the wake of the West Indies and Reunion, the French government planned to make Mayotte a sugar island: despite the steep slopes, large plantations were developed, 17 sugar factories were built and hundreds of foreign workers (mainly African, in particular Mozambic Makwas) hired from 1851 onwards. However, production remained mediocre, and the sugar crisis of 1883-1885 quickly led to the end of this crop in Mayotte (which had just reached its peak of production), leaving only a few factory ruins, some of which are still visible now. The last sugar plant to be closed was Dzoumogné in 1955: the best preserved, and now heritage, is Soulou, in the west of the island.
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At the Berlin conference in 1885, France took control over the whole Comoros archipelago, which was actually already ruled by French traders; the colony took the name of "Mayotte and dependencies".
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In 1898, two cyclones razed the island to the ground, and a smallpox epidemic decimated the survivors. Mayotte had to start from the beginning once again, and the French government had to repopulate the island with workers from Mozambique, Comoros and Madagascar. The sugar industry was abandoned, replaced by vanilla, coffee, copra, sisal, then fragrant plants such as vetiver, citronelle, sandalwood and especially ylang-ylang, which later became one of the symbols of the island.
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Mayotte was the only island in the archipelago that voted in referenda in 1974 and 1976 to retain its link with France and forgo independence (with 63.8% and 99.4% of votes respectively). The United Nations' constant policy regarding decolonisation has been that independence must be effected in the framework of the colonial borders and for that reason it has not recognized the validity of that referendum; over twenty UN resolutions have condemned France's annexation of Mayotte, while the independent Comoros have never ceased to claim the island.[15] A draft 1976 United Nations Security Council resolution recognizing Comorian sovereignty over Mayotte, supported by 11 of the 15 members of the Council, was vetoed by France.[16] It was the only time, as of 2020[update], that France cast a lone veto in the Council.[17] The United Nations General Assembly adopted a series of resolutions on the issues, under the title "Question of the Comorian Island of Mayotte" up to 1995. Since 1995, the subject of Mayotte has not been discussed by the General Assembly, and all the following referenda over Mayotte independence have shown a strong will of Mayotte people to remain French.
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Mayotte became an overseas department of France in March 2011 in consequence of a 29 March 2009 referendum.[18] The outcome was a 95.5 per cent vote in favour of changing the island's status from a French "overseas community" to become France's 101st département.[19] Its non-official traditional Islamic law, applied in some aspects of the day-to-day life, will be gradually abolished and replaced by the uniform French civil code.[20] Additionally, French social welfare and taxes apply in Mayotte, though some of each will be brought in gradually.[21] Comoros continues to claim the island, while criticising the French military base there.[22]
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The politics of Mayotte takes place in a framework of a parliamentary representative democratic government and of a multi-party system, whereby the President of the Departmental Council is the head of the local assembly. Executive power is exercised by the French government.
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Mayotte also sends one deputy to the French National Assembly and two senators to the French Senate.
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Unlike the other overseas regions and departments of France, Mayotte possesses a single local assembly, officially called the "departmental council" (conseil départemental), which acts both as a regional and departmental council.
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The situation of Mayotte proved to be awkward for France: while a significant majority of the local population did not want to join the Comoros in becoming independent of France, some post-colonial leftist governments voiced criticism of Mayotte's ongoing ties to France.[citation needed] Furthermore, the peculiar local administration of Mayotte, largely ruled by customary Muslim law, would be difficult to integrate into the legal structures of France, not to mention the costs of bringing the standards of living to levels close to those of Metropolitan France. For these reasons, the laws passed by the national parliament had to state specifically that they applied to Mayotte for them to be applicable on Mayotte.
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The status of Mayotte was changed in 2001 towards one very close to the status of the departments of France, with the particular designation of departmental collectivity. This change was approved by 73% of voters in a referendum. After the constitutional reform of 2003 it became an overseas collectivity while retaining the title "departmental collectivity" of Mayotte.
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Mayotte became an overseas department of France (département d'outre-mer, DOM) on 31 March 2011 following the result of the March 2009 Mahoran status referendum, which was overwhelmingly approved by around 95% of voters.[24][25] Becoming an overseas department will mean it will adopt the same legal and social system as used in the rest of France. This will require abandoning some customary laws, adopting the standard French civil code, and reforming the judiciary, educational, social and fiscal systems, and will take place over a period of about 20 years.[26]
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Despite its domestic constitutional evolution from the status of an overseas collectivity to that of an overseas department, effectively becoming a full constituent territory within the French Republic, with regards to the European Union, Mayotte remained an 'overseas country and territory' (OCT) in association with the Union (as per Article 355(2) TFEU) and not a constituent territory of the European Union in the same way as the other four overseas departments. However following a directive of the European Council in December 2013, Mayotte became an outermost region of the European Union on 1 January 2014.[27] This successful agreement between the 27 member states follows a petition made by the French government for Mayotte to become an integral territory of the European Union nonetheless benefiting from the derogation clause applicable in existing outermost regions, namely Article 349 TFEU, as favoured in a June 2012 European Commission opinion on Mayotte's European constitutional status.[28]
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Mayotte is divided into 17 communes. There are also 13 cantons (not shown here). There are no arrondissements.
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The official currency in Mayotte is the euro.[29]
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In 2017, the GDP of Mayotte at market exchange rates was €2.9 billion (US$3.3 bn).[2] In that same year the GDP per capita of Mayotte at market exchange rates, not at PPP, was €11,354 (US$12,820),[2] which was 16 times larger than the GDP per capita of the Comoros that year, but only 49.5% of the GDP per capita of Réunion and 33% of the GDP per capita of Metropolitan France. Living standards are therefore lower than in metropolitan France. Close to a third of the population lives in a housing which is not connected to public water network.[30] Additionally, 10% of the housing has no electricity.[31]
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The local agriculture is threatened by insecurity, and due to a more expensive workforce cannot compete on the export ground with Madagascar or the Comoros union.[citation needed] The major economic potential of the island remains tourism, however hampered by delinquency rates.[citation needed]
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On 1 January 2020, a record 279,471 people were living in Mayotte (official INSEE estimate).[1] According to the 2017 census, 58.5% of the people living in Mayotte were born in Mayotte (down from 63.5% at the 2007 census), 5.6% were born in the rest of the French Republic (either metropolitan France or overseas France except Mayotte) (up from 4.8% in 2007), and 35.8% were immigrants born in foreign countries (up from 31.7% at the 2007 census, with the following countries of birth in 2007: 28.3% born in the Union of the Comoros, 2.6% in Madagascar, and the remaining 0.8% in other countries).[33][34]
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Most of the inhabitants of the island are culturally Comorians. The Comorians are a blend of settlers from many areas: Iranian traders, mainland Africans, Arabs and Malagasy. Comorian communities can also be found in other parts of the Comoros chain as well as in Madagascar.
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In 2017, mothers born in foreign countries (predominantly the Union of the Comoros) were responsible for 75.7% of the births that took place in Mayotte although many of these births were to French fathers: 58% of children born in Mayotte in 2017 had at least one French parent.[35]
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The main religion in Mayotte is Islam,[36] with 97% of the population Muslim and 3% Christian.[37]
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The main religious minority, Roman Catholicism, has no proper diocese but is served, together with the Comoros, by a missionary jurisdiction, the Apostolic Vicariate of Comoros Archipelago.
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French is the only official language of Mayotte. It is the language used for administration and the school system. It is the language most used on television and radio as well as in commercial announcements and billboards. In spite of this, knowledge of French in Mayotte is lower than in any other part of France.
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The native languages of Mayotte are:
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Kibushi is spoken in the south and north-west of Mayotte, while Shimaore is spoken elsewhere.
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Besides French, other non-indigenous languages are also present in Mayotte:
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Shingazidja and Shimwali on the one hand and Shimaore on the other hand are generally not mutually intelligible. Shindzwani and Shimaore are perfectly mutually intelligible.
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No questions regarding the knowledge and/or use of languages were asked in the 2012 and 2017 censuses, and no question relative to languages will be asked in the future censuses of Mayotte, leaving the now quite outdated census data from 2007 as the last official data on the topic of languages. Improvement in schooling has markedly increased French literacy and knowledge since 2007.
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96 |
+
At the 2007 census, 63.2% of people 14 years and older reported that they could speak French, with large differences with age. 87.1% of those whose age was 14 to 19 years old reported that they could speak it, whereas only 19.6% of those aged 65 and older reported that they could speak it. 93.8% of the population whose age was 14 or older reported that they could speak one of the local languages of Mayotte (Shimaore, Kibushi, Kiantalaotsi, or any of the Comorian dialects, which the census included in the 'local languages'). 6.2% of the population aged 14 and older reported that they spoke none of the local languages and could speak only French.[5]
|
97 |
+
|
98 |
+
A survey was conducted by the French Ministry of National Education in 2006 among pupils registered in CM2 (equivalent to fifth grade in the US and Year 6 in England and Wales). Questions were asked regarding the languages spoken by the pupils as well as the languages spoken by their parents. According to the survey, the ranking of mother tongues was the following (ranked by number of first language speakers in the total population; note that percentages add up to more than 100% because some people are natively bilingual):[38]
|
99 |
+
|
100 |
+
When also counting second language speakers (e.g. someone whose mother tongue is Shimaore but who also speaks French as a second language) then the ranking became:
|
101 |
+
|
102 |
+
With the mandatory schooling of children and the economic development both implemented by the French central state, the French language has progressed significantly on Mayotte in recent years. The survey conducted by the Ministry of National Education showed that while first and second language speakers of French represented 56.9% of the population in general, this figure was only 37.7% for the parents of CM2 pupils, but reached 97.0% for the CM2 pupils themselves (whose age is between 10 and 14 in general).
|
103 |
+
|
104 |
+
Nowadays there are instances of families speaking only French to their children in the hope of helping their social advancement. With French schooling and French-language television, many young people turn to French or use many French words when speaking Shimaore and Kibushi, leading some to fear that these native languages of Mayotte could either disappear or become some sort of French-based creole.[39]
|
105 |
+
|
106 |
+
Approximately 26% of the adult population, and five times as many women as men, report entering trance states in which they believe they are possessed by certain identifiable spirits (Djinns) who maintain stable and coherent identities from one possession to the next.[40]
|
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1 |
+
Brown is a composite color. In the CMYK color model used in printing or painting, brown is made by combining red, black, and yellow,[1][2] or red, yellow, and blue.[3] In the RGB color model used to project colors onto television screens and computer monitors, brown is made by combining red and green, in specific proportions. In painting, brown is generally made by adding black to orange.
|
2 |
+
|
3 |
+
The brown color is seen widely in nature, in wood, soil, human hair color, eye color and skin pigmentation. Brown is the color of dark wood or rich soil.[4] According to public opinion surveys in Europe and the United States, brown is the least favorite color of the public; the color is most often associated with plainness, the rustic and poverty.[5]
|
4 |
+
|
5 |
+
The Sahara Desert around the Kufra Oasis, Libya, seen from space
|
6 |
+
|
7 |
+
Chocolate. A sachertorte in a Vienna cafe.
|
8 |
+
|
9 |
+
Espresso-roasted coffee beans.
|
10 |
+
|
11 |
+
Oak barrels in a winery in Chianti, Italy.
|
12 |
+
|
13 |
+
U.S. Navy sailors dressed in khaki at a ceremony. The word khaki means "earth" in the Persian language.
|
14 |
+
|
15 |
+
A dun-colored horse. Donn is the word for brown in the Scottish and Irish Gaelic languages.
|
16 |
+
|
17 |
+
Pieces of natural amber
|
18 |
+
|
19 |
+
A bodybuilder who has been suntanning.
|
20 |
+
|
21 |
+
Pieces of caramel.
|
22 |
+
|
23 |
+
A sepia tone photograph (1895)
|
24 |
+
|
25 |
+
A monk of the Franciscan order. Plain brown wool symbolizes humility.
|
26 |
+
|
27 |
+
An ochre quarry in Rustrel, France
|
28 |
+
|
29 |
+
Layers of soil in Ireland. Dark brown soil usually contains a high amount of decayed organic matter.
|
30 |
+
|
31 |
+
Different sorts of chestnuts
|
32 |
+
|
33 |
+
Russet potatoes. They take their name from the color of russet, a coarse brown homespun cloth.
|
34 |
+
|
35 |
+
Beige is a very light brown color, taking its name from the French word for the color of natural wool.
|
36 |
+
|
37 |
+
Puce is defined in the United States and UK as a brownish-purple or purple-brown color.[6][7] In France, where it was invented, it is described as a dark reddish brown.[8]
|
38 |
+
|
39 |
+
The color taupe takes its name from the French word for this animal, the European Mole.
|
40 |
+
|
41 |
+
The color drab is a dull light brown, which takes its name from drap, the old French word for undyed wool cloth.[9] It is best known for the olive-green shade called olive drab, formerly worn by U.S. soldiers. Drab has come to mean dull, lifeless and monotonous.
|
42 |
+
|
43 |
+
The clay soil near Siena, Italy, is the color called raw sienna.
|
44 |
+
|
45 |
+
The term is from Old English brún, in origin for any dusky or dark shade of color. The first recorded use of brown as a color name in English was in 1000.[10][11]
|
46 |
+
The Common Germanic adjective *brûnoz, *brûnâ meant both dark colors and a glistening or shining quality, whence burnish. The current meaning developed in Middle English from the 14th century.[12]
|
47 |
+
|
48 |
+
Words for the color brown around the world often come from foods or beverages; in the eastern Mediterranean, the word for brown often comes from the color of coffee: in Turkish, the word for brown is kahve rengi; in Greek, kafé. In Southeast Asia, the color name often comes from chocolate: coklat in Malay; tsokolate in Filipino. In Japan, the word chairo means the color of tea.[13]
|
49 |
+
|
50 |
+
Brown has been used in art since prehistoric times. Paintings using umber, a natural clay pigment composed of iron oxide and manganese oxide, have been dated to 40,000 BC.[14] Paintings of brown horses and other animals have been found on the walls of the Lascaux cave dating back about 17,300 years. The female figures in ancient Egyptian tomb paintings have brown skin, painted with umber. Light tan was often used on painted Greek amphorae and vases, either as a background for black figures, or the reverse.
|
51 |
+
|
52 |
+
The Ancient Greeks and Romans produced a fine reddish-brown ink, of a color called sepia, made from the ink of a variety of cuttlefish. This ink was used by Leonardo da Vinci, Raphael and other artists during the Renaissance, and by artists up until the present time.
|
53 |
+
|
54 |
+
In Ancient Rome, brown clothing was associated with the lower classes or barbarians. The term for the plebeians, or urban poor, was "pullati", which meant literally "those dressed in brown".[15]
|
55 |
+
|
56 |
+
Painting of a dun horse on the wall of Lascaux Cave in France.
|
57 |
+
|
58 |
+
Tomb of Userhet, 1300 BC. Brown was widely used in Ancient Egypt to represent skin color.
|
59 |
+
|
60 |
+
A tan terracotta background on a Greek amphora with the figures of Hercules and Apollo. (about 720 BC).
|
61 |
+
|
62 |
+
In the Middle Ages brown robes were worn by monks of the Franciscan order, as a sign of their humility and poverty. Each social class was expected to wear a color suitable to their station; and grey and brown were the colors of the poor. Russet was a coarse homespun cloth made of wool and dyed with woad and madder to give it a subdued grey or brown shade. By the statute of 1363, poor English people were required to wear russet. The medieval poem Piers Plowman describes the virtuous Christian:[16]
|
63 |
+
|
64 |
+
And is gladde of a goune of a graye russetAs of a tunicle of Tarse or of trye scarlet.
|
65 |
+
|
66 |
+
In the Middle Ages dark brown pigments were rarely used in art; painters and book illuminators artists of that period preferred bright, distinct colors such as red, blue and green, rather than dark colors. The umbers were not widely used in Europe before the end of the fifteenth century; The Renaissance painter and writer Giorgio Vasari (1511–1574) described them as being rather new in his time.[17]
|
67 |
+
|
68 |
+
Artists began using far greater use of browns when oil painting arrived in the late fifteenth century. During the Renaissance, artists generally used four different browns; raw umber, the dark brown clay mined from the earth around Umbria, in Italy; raw sienna, a reddish-brown earth mined near Siena, in Tuscany; burnt umber, the Umbrian clay heated until it turned a darker shade, and burnt sienna, heated until it turned a dark reddish brown. In Northern Europe, Jan van Eyck featured rich earth browns in his portraits to set off the brighter colors.
|
69 |
+
|
70 |
+
Leonardo da Vinci used sepia ink, from cuttlefish, for his writing and drawing.
|
71 |
+
|
72 |
+
Jan van Eyck, Portrait de Baudoin de Lannoy. (1435)
|
73 |
+
|
74 |
+
The 17th and 18th century saw the greatest use of brown. Caravaggio and Rembrandt Van Rijn used browns to create chiaroscuro effects, where the subject appeared out of the darkness. Rembrandt also added umber to the ground layers of his paintings because it promoted faster drying. Rembrandt also began to use new brown pigment, called Cassel earth or Cologne earth. This was a natural earth color composed of over ninety percent organic matter, such as soil and peat. It was used by Rubens and Anthony van Dyck, and later became commonly known as Van Dyck brown.
|
75 |
+
|
76 |
+
Self-portrait of Rembrandt. The older Rembrandt became the more brown he used in his paintings.
|
77 |
+
|
78 |
+
Anthony van Dyck, like Rembrandt, was attached to the pigment called Cassel earth or Cologne earth; it became known as Van Dyck brown.
|
79 |
+
|
80 |
+
Brown was generally hated by the French impressionists, who preferred bright, pure colors. The exception among French 19th-century artists was Paul Gauguin, who created luminous brown portraits of the people and landscapes of French Polynesia.
|
81 |
+
|
82 |
+
In the late 20th century, brown became a common symbol in western culture for simple, inexpensive, natural and healthy. Bag lunches were carried in plain brown paper bags; packages were wrapped in plain brown paper. Brown bread and brown sugar were viewed as more natural and healthy than white bread and white sugar.
|
83 |
+
|
84 |
+
Two Tahitians, by Paul Gauguin (1899).
|
85 |
+
|
86 |
+
Uniform of the Hitler Youth movement in the 1930s.
|
87 |
+
|
88 |
+
Brown is a composite color, made by combining red, yellow and black.[18]. It can be thought of as dark orange, but it can also be made in other ways. In the RGB color model, which uses red, green and blue light in various combinations to make all the colors on computer and television screens, it is made by mixing red and green light.
|
89 |
+
|
90 |
+
In terms of the visible spectrum, "brown" refers to long wavelength hues, yellow, orange, or red, in combination with low luminance or saturation.[19]
|
91 |
+
Since brown may cover a wide range of the visible spectrum, composite adjectives are used such as red brown, yellowish brown, dark brown or light brown.
|
92 |
+
|
93 |
+
As a color of low intensity, brown is a tertiary color: a mix of the three subtractive primary colors is brown if the cyan content is low. Brown exists as a color perception only in the presence of a brighter color contrast.[20] Yellow, orange, red, or rose objects are still perceived as such if the general illumination level is low, despite reflecting the same amount of red or orange light as a brown object would in normal lighting conditions.
|
94 |
+
|
95 |
+
The colored disks appear to be brown and orange, but are actually an identical shade; their perceived color depends on the shade of white they are surrounded by.[21]
|
96 |
+
|
97 |
+
Iron oxide is the most common ingredient in brown pigments.
|
98 |
+
|
99 |
+
Limonite is a form of yellowish iron ore. A clay of limonite rich in iron oxide is the source of raw sienna and burnt sienna.
|
100 |
+
|
101 |
+
Natural or raw umber pigment is clay rich in iron oxide and manganese.
|
102 |
+
|
103 |
+
Burnt sienna pigment, from the region around Siena in Tuscany
|
104 |
+
|
105 |
+
In humans, brown eyes result from a relatively high concentration of melanin in the stroma of the iris, which causes light of both shorter and longer wavelengths to be absorbed[27][28] and in many parts of the world, it is nearly the only iris color present.[29] Dark pigment of brown eyes is most common in East Asia, Southeast Asia, South Asia, West Asia, Oceania, Africa, Americas, etc. as well as parts of Eastern Europe and Southern Europe.[30] The majority of people in the world overall have dark brown eyes. Light or medium-pigmented brown eyes are common in Europe, Afghanistan, Pakistan and Northern India, as well as some parts of the Middle East. (See eye color).
|
106 |
+
|
107 |
+
A dark brown iris is most common in East Asia, Southeast Asia, and South Asia.
|
108 |
+
|
109 |
+
A light brown iris is most common in North Africa, Eastern Europe, the Americas and West Asia.
|
110 |
+
|
111 |
+
Brown is the second most common color of human hair, after black. It is caused by higher levels of the natural dark pigment eumelanin, and lower levels of the pale pigment pheomelanin. Brown eumelanin is more common among Europeans, while black eumelanin is more often found in the hair on non-Europeans. A small amount of black eumelanin, in the absence of other pigments, results in grey hair. A small amount of brown eumelanin in the absence of other pigments results in blond hair.
|
112 |
+
|
113 |
+
Brunette is the French term for a woman with brown (brun) hair.
|
114 |
+
|
115 |
+
Nadeeka Perera, a fashion model from Sri Lanka
|
116 |
+
|
117 |
+
Auburn hair is a reddish brown. This is actress Susan Sarandon.
|
118 |
+
|
119 |
+
Chestnut color hair also has a reddish tint, but is less red and more brown than auburn hair. This is German singer Yvonne Catterfeld.
|
120 |
+
|
121 |
+
A majority of people in the world have skin that is a shade of brown, from a very light honey brown or a golden brown, to a copper or bronze color, to a coffee color or a dark chocolate brown. Skin color and race are not the same; many people classified as "white" or "black" actually have skin that is a shade of brown. Brown skin is caused by melanin, a natural pigment which is produced within the skin in cells called melanocytes. Skin pigmentation in humans evolved to primarily regulate the amount of ultraviolet radiation penetrating the skin, controlling its biochemical effects.[31]
|
122 |
+
|
123 |
+
Natural skin color can darken as a result of tanning due to exposure to sunlight. The leading theory is that skin color adapts to intense sunlight irradiation to provide partial protection against the ultraviolet fraction that produces damage and thus mutations in the DNA of the skin cells.[32] There is a correlation between the geographic distribution of ultraviolet radiation (UVR) and the distribution of indigenous skin pigmentation around the world. Darker-skinned populations are found in the regions with the most ultraviolet, closer to the equator, while lighter skinned populations live closer to the poles, with less UVR, though immigration has changed these patterns.[33]
|
124 |
+
|
125 |
+
While white and black are commonly used to describe racial groups, brown is rarely used, because it crosses all racial lines.
|
126 |
+
In Brazil, the Portuguese word pardo, which can mean different shades of brown, is used to refer to multiracial people. The Brazilian Institute of Geography and Statistics (IBGE) asks people to identify themselves as branco (white), pardo (brown), negro (black), or amarelo (yellow). In 2008 43.8 percent of the population identified themselves as pardo.[34] (See Human skin color)
|
127 |
+
|
128 |
+
An elderly woman from Gambia
|
129 |
+
|
130 |
+
A man from Egypt
|
131 |
+
|
132 |
+
Mariana Rios, a popular singer from Brazil
|
133 |
+
|
134 |
+
A man from Tibet
|
135 |
+
|
136 |
+
A young woman from Peru
|
137 |
+
|
138 |
+
The thin top layer of the Earth's crust on land is largely made up of soil colored different shades of brown.[35] Good soil is composed of about forty-five percent minerals, twenty-five percent water, twenty-five percent air, and five percent organic material, living and dead. Half the color of soil comes from minerals it contains; soils containing iron turn yellowish or reddish as the iron oxidizes. Manganese, nitrogen and sulfur turn brownish or blackish as they decay naturally.
|
139 |
+
|
140 |
+
Rich and fertile soils tend to be darker in color; the deeper brown color of fertile soil comes from the decomposing of the organic matter. Dead leaves and roots become black or brown as they decay. Poorer soils are usually paler brown in color, and contain less water or organic matter.
|
141 |
+
|
142 |
+
A typical soil profile; dark-brown topsoils, rich with organic matter, above reddish-brown lower layers.
|
143 |
+
|
144 |
+
A profile of layers of Mollisols, the soil type found in the Great Plains of the U.S., the Pampas in Argentina, and the Russian Steppes.
|
145 |
+
|
146 |
+
A landscape of loess soil in Datong, Shanxi, China. Loess originated as windblown silt. It is very fertile but erodes easily.
|
147 |
+
|
148 |
+
A stack of peat cut from the Earth in the Outer Hebrides, Scotland. Peat is partially decayed vegetative matter.
|
149 |
+
|
150 |
+
A large number of mammals and predatory birds have a brown coloration. This sometimes changes seasonally, and sometimes remains the same year-round. This color is likely related to camouflage, since the backdrop of some environments, such as the forest floor, is often brown, and especially in the spring and summertime when animals like the snowshoe hare get brown fur.
|
151 |
+
|
152 |
+
The brown bear is found across Eurasia and North America.
|
153 |
+
|
154 |
+
The tawny owl. The color tawny takes its name from the old French word tané, which means to tan leather. The same word is the root of suntan and the color tan.
|
155 |
+
|
156 |
+
The fur of the snowshoe hare is brown in the summer and turns white in winter, as a form of all-season natural camouflage.
|
157 |
+
|
158 |
+
Camel is an effective color for camouflage in the Sahara desert, and is also a popular color for blankets and winter overcoats.
|
159 |
+
|
160 |
+
Surveys in Europe and the United States showed that brown was the least popular color among respondents. It was the favorite color of only one percent of respondents, ranked below white and pink, and the least-favorite color of twenty-percent of people, even less popular than pink, gray and violet.[36]
|
161 |
+
|
162 |
+
Brown has been a popular color for military uniforms since the late 18th century, largely because of its wide availability and low visibility. When the Continental Army was established in 1775 at the outbreak of the American Revolution, the first Continental Congress declared that the official uniform color would be brown, but this was not popular with many militias, whose officers were already wearing blue. In 1778 the Congress asked George Washington to design a new uniform, and in 1779 Washington made the official color of all uniforms blue and buff.[37]
|
163 |
+
|
164 |
+
In 1846 the Indian soldiers of the Corps of Guides in British India began to wear a yellowish shade of tan, which became known as khaki from the Urdu word for dust-colored, taken from an earlier Persian word for soil. The color made an excellent natural camouflage, and was adopted by the British Army for their Abyssian Campaign in 1867–1868, and later in the Boer War. It was adopted by the United States Army during the Spanish–American War (1896), and afterwards by the United States Navy and United States Marine Corps.
|
165 |
+
|
166 |
+
In the 1920s, brown became the uniform color of the Nazi Party in Germany. The Nazi paramilitary organization the Sturmabteilung (SA) wore brown uniforms and were known as the brownshirts. The color brown was used to represent the Nazi vote on maps of electoral districts in Germany. If someone voted for the Nazis, they were said to be "voting brown". The national headquarters of the Nazi party, in Munich, was called the Brown House. The Nazi seizure of power in 1933 was called the Brown Revolution.[38] At Adolf Hitler's Obersalzberg home, the Berghof, he slept in a "bed which was usually covered by a brown quilt embroidered with a huge swastika.
|
167 |
+
|
168 |
+
The swastika also appeared on Hitler's brown satin pajamas, embroidered in black against a red background on the pocket. He had a matching brown silk robe."[39] Brown had originally been chosen as a Party color largely for convenience; large numbers of war-surplus brown uniforms from Germany's former colonial forces in Africa were cheaply available in the 1920s. It also suited the working-class and military images that the Party wished to convey.
|
169 |
+
|
170 |
+
From the 1930s onwards, the Party's brown uniforms were mass-produced by German clothing firms such as Hugo Boss.[40][41]
|
171 |
+
|
172 |
+
The khaki uniforms of Indian soldiers in British India.
|
173 |
+
|
174 |
+
General Douglas MacArthur in Khaki on August 2, 1945.
|
175 |
+
|
176 |
+
Chief petty officers of the U.S. Navy in their khaki service uniforms.
|
177 |
+
|
178 |
+
The color brown is said to represent ruggedness when used in advertising.[42] Pullman Brown[43] is the color of the United Parcel Service (UPS) delivery company with their trademark brown trucks and uniforms; it was earlier the color of Pullman rail cars of the Pullman Company, and was adopted by UPS both because brown is easy to keep clean, and due to favorable associations of luxury that Pullman brown evoked. UPS has filed two trademarks on the color brown to prevent other shipping companies (and possibly other companies in general) from using the color if it creates "market confusion". In its advertising, UPS refers to itself as "Brown" ("What can Brown do for you?").
|
179 |
+
|
180 |
+
A Pullman rail car, in traditional brown.
|
181 |
+
|
182 |
+
A UPS truck in Pullman brown
|
183 |
+
|
184 |
+
Online Mendelian Inheritance in Man (OMIM) SKIN/HAIR/EYE PIGMENTATION, VARIATION IN, 1; SHEP1 -227220
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In ancient Roman religion and myth, Mars (Latin: Mārs, pronounced [maːrs]) was the god of war and also an agricultural guardian, a combination characteristic of early Rome.[2] He was the son of Jupiter and he was the most prominent of the military gods in the religion of the Roman army. Most of his festivals were held in March, the month named for him (Latin Martius), and in October, which began the season for military campaigning and ended the season for farming.
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Under the influence of Greek culture, Mars was identified with the Greek god Ares,[3] whose myths were reinterpreted in Roman literature and art under the name of Mars. But the character and dignity of Mars differed in fundamental ways from that of his Greek counterpart, who is often treated with contempt and revulsion in Greek literature.[4] Mars' altar in the Campus Martius, the area of Rome that took its name from him, was supposed to have been dedicated by Numa, the peace-loving semi-legendary second king of Rome. Although the center of Mars' worship was originally located outside the sacred boundary of Rome (pomerium), Augustus made the god a renewed focus of Roman religion by establishing the Temple of Mars Ultor in his new forum.[5]
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Although Ares was viewed primarily as a destructive and destabilizing force, Mars represented military power as a way to secure peace, and was a father (pater) of the Roman people.[6] In the mythic genealogy and founding myths of Rome, Mars was the father of Romulus and Remus with Rhea Silvia. His love affair with Venus symbolically reconciled the two different traditions of Rome's founding; Venus was the divine mother of the hero Aeneas, celebrated as the Trojan refugee who "founded" Rome several generations before Romulus laid out the city walls.
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The importance of Mars in establishing religious and cultural identity within the Roman Empire is indicated by the vast number of inscriptions identifying him with a local deity, particularly in the Western provinces.
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The word Mārs (genitive Mārtis),[7] which in Old Latin and poetic usage also appears as Māvors (Māvortis),[8] is cognate with Oscan Māmers (Māmertos).[9] The oldest recorded Latin form, Mamart-, is likely of foreign origin.[10] It has been explained as deriving from Maris, the name of an Etruscan child-god, though this is not universally agreed upon.[11] Scholars have varying views on whether the two gods are related, and if so how.[12] Latin adjectives from the name of Mars are martius and martialis, from which derive English "martial" (as in "martial arts" or "martial law") and personal names such as "Martin".[13][14]
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Mars may ultimately be a thematic reflex of the Proto-Indo-European god Perkwunos, having originally a thunderer character.[15]
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Deified emperors:
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Like Ares who was the son of Zeus and Hera,[16] Mars is usually considered to be the son of Jupiter and Juno. However, in a version of his birth given by Ovid, he was the son of Juno alone. Jupiter had usurped the mother's function when he gave birth to Minerva directly from his forehead (or mind); to restore the balance, Juno sought the advice of the goddess Flora on how to do the same. Flora obtained a magic flower (Latin flos, plural flores, a masculine word) and tested it on a heifer who became fecund at once. She then plucked a flower ritually using her thumb, touched Juno's belly, and impregnated her. Juno withdrew to Thrace and the shore of Marmara for the birth.[17]
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Ovid tells this story in the Fasti, his long-form poetic work on the Roman calendar.[17] It may explain why the Matronalia, a festival celebrated by married women in honor of Juno as a goddess of childbirth, occurred on the first day of Mars' month, which is also marked on a calendar from late antiquity as the birthday of Mars. In the earliest Roman calendar, March was the first month, and the god would have been born with the new year.[18] Ovid is the only source for the story. He may be presenting a literary myth of his own invention, or an otherwise unknown archaic Italic tradition; either way, in choosing to include the story, he emphasizes that Mars was connected to plant life and was not alienated from female nurture.[19]
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The consort of Mars was Nerio or Neriene, "Valor." She represents the vital force (vis), power (potentia) and majesty (maiestas) of Mars.[20] Her name was regarded as Sabine in origin and is equivalent to Latin virtus, "manly virtue" (from vir, "man").[21] In the early 3rd century BCE, the comic playwright Plautus has a reference to Mars greeting Nerio, his wife.[22] A source from late antiquity says that Mars and Neriene were celebrated together at a festival held on March 23.[23] In the later Roman Empire, Neriene came to be identified with Minerva.[24]
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Nerio probably originates as a divine personification of Mars' power, as such abstractions in Latin are generally feminine. Her name appears with that of Mars in an archaic prayer invoking a series of abstract qualities, each paired with the name of a deity. The influence of Greek mythology and its anthropomorphic gods may have caused Roman writers to treat these pairs as "marriages."[25]
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The union of Venus and Mars held greater appeal for poets and philosophers, and the couple were a frequent subject of art. In Greek myth, the adultery of Ares and Aphrodite had been exposed to ridicule when her husband Hephaestus (whose Roman equivalent was Vulcan) caught them in the act by means of a magical snare. Although not originally part of the Roman tradition, in 217 BCE Venus and Mars were presented as a complementary pair in the lectisternium, a public banquet at which images of twelve major gods of the Roman state were presented on couches as if present and participating.[26]
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Scenes of Venus and Mars in Roman art often ignore the adulterous implications of their union, and take pleasure in the good-looking couple attended by Cupid or multiple Loves (amores). Some scenes may imply marriage,[27] and the relationship was romanticized in funerary or domestic art in which husbands and wives had themselves portrayed as the passionate divine couple.[28]
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The uniting of deities representing Love and War lent itself to allegory, especially since the lovers were the parents of Concordia.[citation needed] The Renaissance philosopher Marsilio Ficino notes that "only Venus dominates Mars, and he never dominates her".[29] In ancient Roman and Renaissance art, Mars is often shown disarmed and relaxed, or even sleeping, but the extramarital nature of their affair can also suggest that this peace is impermanent.[30]
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Virility as a kind of life force (vis) or virtue (virtus) is an essential characteristic of Mars.[31] As an agricultural guardian, he directs his energies toward creating conditions that allow crops to grow, which may include warding off hostile forces of nature.[32]
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The priesthood of the Arval Brothers called on Mars to drive off "rust" (lues), with its double meaning of wheat fungus and the red oxides that affect metal, a threat to both iron farm implements and weaponry. In the surviving text of their hymn, the Arval Brothers invoked Mars as ferus, "savage" or "feral" like a wild animal.[33]
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Mars' potential for savagery is expressed in his obscure connections to the wild woodlands, and he may even have originated as a god of the wild, beyond the boundaries set by humans, and thus a force to be propitiated.[34] In his book on farming, Cato invokes Mars Silvanus for a ritual to be carried out in silva, in the woods, an uncultivated place that if not held within bounds can threaten to overtake the fields needed for crops.[35] Mars' character as an agricultural god may derive solely from his role as a defender and protector,[36] or may be inseparable from his warrior nature,[37] as the leaping of his armed priests the Salii was meant to quicken the growth of crops.[38]
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It appears that Mars was originally a thunderer or storm deity, which explains some of his mixed traits in regards to fertility.[15] This role was later taken in the Roman pantheon by several other gods, such as Summanus or Jupiter.
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The wild animals most sacred to Mars were the woodpecker, the wolf, and the bear, which in the natural lore of the Romans were said always to inhabit the same foothills and woodlands.[39]
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Plutarch notes that the woodpecker (picus) is sacred to Mars because "it is a courageous and spirited bird and has a beak so strong that it can overturn oaks by pecking them until it has reached the inmost part of the tree."[40] As the beak of the picus Martius contained the god's power to ward off harm, it was carried as a magic charm to prevent bee stings and leech bites.[41] The bird of Mars also guarded a woodland herb (paeonia) used for treatment of the digestive or female reproductive systems; those who sought to harvest it were advised to do so by night, lest the woodpecker jab out their eyes.[42] The picus Martius seems to have been a particular species, but authorities differ on which one: perhaps Picus viridis[43] or Dryocopus martius.[44]
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The woodpecker was revered by the Latin peoples, who abstained from eating its flesh.[45] It was one of the most important birds in Roman and Italic augury, the practice of reading the will of the gods through watching the sky for signs.[46] The mythological figure named Picus had powers of augury that he retained when he was transformed into a woodpecker; in one tradition, Picus was the son of Mars.[47] The Umbrian cognate peiqu also means "woodpecker," and the Italic Picenes were supposed to have derived their name from the picus who served as their guide animal during a ritual migration (ver sacrum) undertaken as a rite of Mars.[48] In the territory of the Aequi, another Italic people, Mars had an oracle of great antiquity where the prophecies were supposed to be spoken by a woodpecker perched on a wooden column.[49]
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Mars' association with the wolf is familiar from what may be the most famous of Roman myths, the story of how a she-wolf (lupa) suckled his infant sons when they were exposed by order of King Amulius, who feared them because he had usurped the throne from their grandfather, Numitor.[50] The woodpecker also brought nourishment to the twins.[51]
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The wolf appears elsewhere in Roman art and literature in masculine form as the animal of Mars. A statue group that stood along the Appian Way showed Mars in the company of wolves.[52] At the Battle of Sentinum in 295 BCE, the appearance of the wolf of Mars (Martius lupus) was a sign that Roman victory was to come.[53]
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In Roman Gaul, the goose was associated with the Celtic forms of Mars, and archaeologists have found geese buried alongside warriors in graves. The goose was considered a bellicose animal because it is easily provoked to aggression.[54]
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Ancient Greek and Roman religion distinguished between animals that were sacred to a deity and those that were prescribed as the correct sacrificial offerings for the god. Wild animals might be viewed as already belonging to the god to whom they were sacred, or at least not owned by human beings and therefore not theirs to give. Since sacrificial meat was eaten at a banquet after the gods received their portion – mainly the entrails (exta) – it follows that the animals sacrificed were most often, though not always, domestic animals normally part of the Roman diet.[55] Gods often received castrated male animals as sacrifices, and the goddesses female victims; Mars, however, regularly received intact males.[56] Mars did receive oxen under a few of his cult titles, such as Mars Grabovius, but the usual offering was the bull, singly, in multiples, or in combination with other animals.[citation needed]
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The two most distinctive animal sacrifices made to Mars were the suovetaurilia, a triple offering of a pig (sus), ram (ovis) and bull (taurus),[57] and the October Horse, the only horse sacrifice known to have been carried out in ancient Rome and a rare instance of a victim the Romans considered inedible.[58]
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The earliest center in Rome for cultivating Mars as a deity was the Altar of Mars (Ara Martis) in the Campus Martius ("Field of Mars") outside the sacred boundary of Rome (pomerium). The Romans thought that this altar had been established by the semi-legendary Numa Pompilius, the peace-loving successor of Romulus.[59] According to Roman tradition, the Campus Martius had been consecrated to Mars by their ancestors to serve as horse pasturage and an equestrian training ground for youths.[60] During the Roman Republic (509–27 BCE), the Campus was a largely open expanse. No temple was built at the altar, but from 193 BCE a covered walkway connected it to the Porta Fontinalis, near the office and archives of the Roman censors. Newly elected censors placed their curule chairs by the altar, and when they had finished conducting the census, the citizens were collectively purified with a suovetaurilia there.[61] A frieze from the so-called "Altar" of Domitius Ahenobarbus is thought to depict the census, and may show Mars himself standing by the altar as the procession of victims advances.[62]
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The main Temple of Mars (Aedes Martis) in the Republican period also lay outside the sacred boundary[where?] and was devoted to the god's warrior aspect.[63] It was built to fulfill a vow (votum) made by a Titus Quinctius in 388 BCE during the Gallic siege of Rome.[64] The founding day (dies natalis) was commemorated on June 1,[65] and the temple is attested by several inscriptions and literary sources.[66] The sculpture group of Mars and the wolves was displayed there.[67] Soldiers sometimes assembled at the temple before heading off to war, and it was the point of departure for a major parade of Roman cavalry held annually on July 15.[68]
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A temple to Mars in the Circus Flaminius was built around 133 BCE, funded by Decimus Junius Brutus Callaicus from war booty. It housed a colossal statue of Mars and a nude Venus.[69]
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The Campus Martius continued to provide venues for equestrian events such as chariot racing during the Imperial period, but under the first emperor Augustus it underwent a major program of urban renewal, marked by monumental architecture. The Altar of Augustan Peace (Ara Pacis Augustae) was located there, as was the Obelisk of Montecitorio, imported from Egypt to form the pointer (gnomon) of the Solarium Augusti, a giant sundial. With its public gardens, the Campus became one of the most attractive places in the city to visit.[70]
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Augustus chose the Campus Martius as the site of his new Temple to Mars Ultor[clarification needed], a manifestation of Mars he cultivated as the avenger (ultor) of the murder of Julius Caesar and of the military disaster suffered at the Battle of Carrhae. When the legionary standards lost to the Parthians were recovered, they were housed in the new temple. The date of the temple's dedication on May 12 was aligned with the heliacal setting of the constellation Scorpio, the sign of war.[71] The date continued to be marked with circus games as late as the mid-4th century AD.[72]
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A large statue of Mars was part of the short-lived Arch of Nero, which was built in 62 CE but dismantled after Nero's suicide and disgrace (damnatio memoriae).[73]
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In Roman art, Mars is depicted as either bearded and mature, or young and clean-shaven. Even nude or seminude, he often wears a helmet or carries a spear as emblems of his warrior nature. Mars was among the deities to appear on the earliest Roman coinage in the late 4th and early 3rd century BCE.[75]
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On the Altar of Peace (Ara Pacis), built in the last years of the 1st century BCE, Mars is a mature man with a "handsome, classicizing" face, and a short curly beard and moustache. His helmet is a plumed neo-Attic-type. He wears a military cloak (paludamentum) and a cuirass ornamented with a gorgoneion. Although the relief is somewhat damaged at this spot, he appears to hold a spear garlanded in laurel, symbolizing a peace that is won by military victory. The 1st-century statue of Mars found in the Forum of Nerva (pictured at top) is similar. In this guise, Mars is presented as the dignified ancestor of the Roman people. The panel of the Ara Pacis on which he appears would have faced the Campus Martius, reminding viewers that Mars was the god whose altar Numa established there, that is, the god of Rome's oldest civic and military institutions.[76]
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Particularly in works of art influenced by the Greek tradition, Mars may be portrayed in a manner that resembles Ares, youthful, beardless, and often nude.[77] In the Renaissance, Mars' nudity was thought to represent his lack of fear in facing danger.[78]
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The spear is the instrument of Mars in the same way that Jupiter wields the lightning bolt, Neptune the trident, and Saturn the scythe or sickle.[79] A relic or fetish called the spear of Mars[80] was kept in a sacrarium at the Regia, the former residence of the Kings of Rome.[81] The spear was said to move, tremble or vibrate at impending war or other danger to the state, as was reported to occur before the assassination of Julius Caesar.[82] When Mars is pictured as a peace-bringer, his spear is wreathed with laurel or other vegetation, as on the Ara Pacis or a coin of Aemilianus.[83]
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The high priest of Mars in Roman public religion was the Flamen Martialis, who was one of the three major priests in the fifteen-member college of flamens. Mars was also served by the Salii, a twelve-member priesthood of patrician youths who dressed as archaic warriors and danced in procession around the city in March. Both priesthoods extend to the earliest periods of Roman history, and patrician birth was required.[84]
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The festivals of Mars cluster in his namesake month of March (Latin: Martius), with a few observances in October, the beginning and end of the season for military campaigning and agriculture. Festivals with horse racing took place in the Campus Martius. Some festivals in March retained characteristics of new year festivals, since Martius was originally the first month of the Roman calendar.[citation needed]
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Mars was also honored by chariot races at the Robigalia and Consualia, though these festivals are not primarily dedicated to him. From 217 BCE onward, Mars was among the gods honored at the lectisternium, a banquet given for deities who were present as images.[citation needed]
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Roman hymns (carmina) are rarely preserved, but Mars is invoked in two. The Arval Brothers, or "Brothers of the Fields," chanted a hymn to Mars while performing their three-step dance.[86] The Carmen Saliare was sung by Mars' priests the Salii while they moved twelve sacred shields (ancilia) throughout the city in a procession.[87] In the 1st century AD, Quintilian remarks that the language of the Salian hymn was so archaic that it was no longer fully understood.[88]
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Mars gave his name to the third month in the Roman calendar, Martius, from which English "March" derives. In the most ancient Roman calendar, Martius was the first month. The planet Mars was named for him, and in some allegorical and philosophical writings, the planet and the god are endowed with shared characteristics.[90] In many languages, Tuesday is named for the planet Mars or the god of war: In Latin, martis dies ("Mars's Day"), survived in Romance languages as martes (Spanish), mardi (French), martedi (Italian), marţi (Romanian), and dimarts (Catalan). In Irish (Gaelic), the day is An Mháirt, while in Albanian it is e Marta. The English word Tuesday derives from Old English "Tiwesdæg" and means "Tiw's Day", Tiw being the Old English form of the Proto-Germanic war god *Tîwaz, or Týr in Norse.[91]
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In Classical Roman religion, Mars was invoked under several titles, and the first Roman emperor Augustus thoroughly integrated Mars into Imperial cult. The 4th-century Latin historian Ammianus Marcellinus treats Mars as one of several classical Roman deities who remained "cultic realities" up to his own time.[92] Mars, and specifically Mars Ultor, was among the gods who received sacrifices from Julian, the only emperor to reject Christianity after the conversion of Constantine I. In 363 AD, in preparation for the Siege of Ctesiphon, Julian sacrificed ten "very fine" bulls to Mars Ultor. The tenth bull violated ritual protocol by attempting to break free, and when killed and examined, produced ill omens, among the many that were read at the end of Julian's reign. As represented by Ammianus, Julian swore never to make sacrifice to Mars again—a vow kept with his death a month later.[93]
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Gradivus was one of the gods by whom a general or soldiers might swear an oath to be valorous in battle.[94] His temple outside the Porta Capena was where armies gathered. The archaic priesthood of Mars Gradivus was the Salii, the "leaping priests" who danced ritually in armor as a prelude to war.[95] His cult title is most often taken to mean "the Strider" or "the Marching God," from gradus, "step, march."[96]
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The poet Statius addresses him as "the most implacable of the gods,"[97] but Valerius Maximus concludes his history by invoking Mars Gradivus as "author and support of the name 'Roman'":[98] Gradivus is asked – along with Capitoline Jupiter and Vesta, as the keeper of Rome's perpetual flame – to "guard, preserve, and protect" the state of Rome, the peace, and the princeps (the emperor Tiberius at the time).[99]
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A source from Late Antiquity says that the wife of Gradivus was Nereia, the daughter of Nereus, and that he loved her passionately.[100]
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Mars Quirinus was the protector of the Quirites ("citizens" or "civilians") as divided into curiae (citizen assemblies), whose oaths were required to make a treaty.[101] As a guarantor of treaties, Mars Quirinus is thus a god of peace: "When he rampages, Mars is called Gradivus, but when he's at peace Quirinus."[102]
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The deified Romulus was identified with Mars Quirinus. In the Capitoline Triad of Jupiter, Mars, and Quirinus, however, Mars and Quirinus were two separate deities, though not perhaps in origin. Each of the three had his own flamen (specialized priest), but the functions of the Flamen Martialis and Flamen Quirinalis are hard to distinguish.[103]
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Mars is invoked as Grabovius in the Iguvine Tablets, bronze tablets written in Umbrian that record ritual protocols for carrying out public ceremonies on behalf of the city and community of Iguvium. The same title is given to Jupiter and to the Umbrian deity Vofionus. This triad has been compared to the Archaic Triad, with Vofionus equivalent to Quirinus.[104] Tables I and VI describe a complex ritual that took place at the three gates of the city. After the auspices were taken, two groups of three victims were sacrificed at each gate. Mars Grabovius received three oxen.[105]
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"Father Mars" or "Mars the Father" is the form in which the god is invoked in the agricultural prayer of Cato,[106] and he appears with this title in several other literary texts and inscriptions.[107] Mars Pater is among the several gods invoked in the ritual of devotio, by means of which a general sacrificed himself and the lives of the enemy to secure a Roman victory.[108]
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Father Mars is the regular recipient of the suovetaurilia, the sacrifice of a pig (sus), ram (ovis) and bull (taurus), or often a bull alone.[109] To Mars Pater other epithets were sometimes appended, such as Mars Pater Victor ("Father Mars the Victorious"),[110] to whom the Roman army sacrificed a bull on March 1.[111]
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Although pater and mater were fairly common as honorifics for a deity,[112] any special claim for Mars as father of the Roman people lies in the mythic genealogy that makes him the divine father of Romulus and Remus.[113]
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In the section of his farming book that offers recipes and medical preparations, Cato describes a votum to promote the health of cattle:
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Make an offering to Mars Silvanus in the forest (in silva) during the daytime for each head of cattle: 3 pounds of meal, 4½ pounds of bacon, 4½ pounds of meat, and 3 pints of wine. You may place the viands in one vessel, and the wine likewise in one vessel. Either a slave or a free man may make this offering. After the ceremony is over, consume the offering on the spot at once. A woman may not take part in this offering or see how it is performed. You may vow the vow every year if you wish.[114]
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That Mars Silvanus is a single entity has been doubted. Invocations of deities are often list-like, without connecting words, and the phrase should perhaps be understood as "Mars and Silvanus".[115] Women were explicitly excluded from some cult practices of Silvanus, but not necessarily of Mars.[116] William Warde Fowler, however, thought that the wild god of the wood Silvanus may have been "an emanation or offshoot" of Mars.[117]
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Augustus created the cult of "Mars the Avenger" to mark two occasions: his defeat of the assassins of Caesar at Philippi in 42 BCE, and the negotiated return of the Roman battle standards that had been lost to the Parthians at the Battle of Carrhae in 53 BCE.[119] The god is depicted wearing a cuirass and helmet and standing in a "martial pose," leaning on a lance he holds in his right hand. He holds a shield in his left hand.[120] The goddess Ultio, a divine personification of vengeance, had an altar and golden statue in his temple.[121]
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The Temple of Mars Ultor, dedicated in 2 BCE in the center of the Forum of Augustus, gave the god a new place of honor.[119][122] Some rituals previously conducted within the cult of Capitoline Jupiter were transferred to the new temple,[123] which became the point of departure for magistrates as they left for military campaigns abroad.[124] Augustus required the Senate to meet at the temple when deliberating questions of war and peace.[125] The temple also became the site at which sacrifice was made to conclude the rite of passage of young men assuming the toga virilis ("man's toga") around age 14.[126]
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On various Imperial holidays, Mars Ultor was the first god to receive a sacrifice, followed by the Genius of the emperor.[127] An inscription from the 2nd century records a vow to offer Mars Ultor a bull with gilded horns.[128]
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Augustus or Augusta was appended far and wide, "on monuments great and small,"[129] to the name of gods or goddesses, including Mars. The honorific marks the affiliation of a deity with Imperial cult.[130] In Hispania, many of the statues and dedications to Mars Augustus were presented by members of the priesthood or sodality called the Sodales Augustales.[131] These vows (vota) were usually fulfilled within a sanctuary of Imperial cult, or in a temple or precinct (templum) consecrated specifically to Mars.[132] As with other deities invoked as Augustus, altars to Mars Augustus might be set up to further the well-being (salus) of the emperor,[133] but some inscriptions suggest personal devotion. An inscription in the Alps records the gratitude of a slave who dedicated a statue to Mars Augustus as conservator corporis sui, the preserver of his own body, said to have been vowed ex iussu numinis ipsius, "by the order of the numen himself".[134]
|
118 |
+
|
119 |
+
Mars Augustus appears in inscriptions at sites throughout the Empire, such as Hispania Baetica, Saguntum,[135] and Emerita (Lusitania) in Roman Spain;[136] Leptis Magna (with a date of 6–7 AD) in present-day Libya;[137] and Sarmizegetusa in the province of Dacia.[138]
|
120 |
+
|
121 |
+
In addition to his cult titles at Rome, Mars appears in a large number of inscriptions in the provinces of the Roman Empire, and more rarely in literary texts, identified with a local deity by means of an epithet. Mars appears with great frequency in Gaul among the Continental Celts, as well as in Roman Spain and Britain. In Celtic settings, he is often invoked as a healer.[139] The inscriptions indicate that Mars' ability to dispel the enemy on the battlefield was transferred to the sick person's struggle against illness; healing is expressed in terms of warding off and rescue.[140]
|
122 |
+
|
123 |
+
Mars is identified with a number of Celtic deities, some of whom are not attested independently.
|
124 |
+
|
125 |
+
"Mars Balearicus" is a name used in modern scholarship for small bronze warrior figures from Majorca (one of the Balearic Islands) that are interpreted as representing the local Mars cult.[189] These statuettes have been found within talayotic sanctuaries with extensive evidence of burnt offerings. "Mars" is fashioned as a lean, athletic nude lifting a lance and wearing a helmet, often conical; the genitals are perhaps semi-erect in some examples.
|
126 |
+
|
127 |
+
Other bronzes at the sites represent the heads or horns of bulls, but the bones in the ash layers indicate that sheep, goats, and pigs were the sacrificial victims. Bronze horse-hooves were found in one sanctuary. Another site held an imported statue of Imhotep, the legendary Egyptian physician. These sacred precincts were still in active use when the Roman occupation began in 123 BCE. They seem to have been astronomically oriented toward the rising or setting of the constellation Centaurus.[190]
|
en/369.html.txt
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2 |
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Clay is a type of fine-grained natural soil material that contains hydrous aluminium phyllosilicates (clay minerals) that develops plasticity when wet.[1] Geologic clay deposits are mostly composed of phyllosilicate minerals containing variable amounts of water trapped in the mineral structure. Clays are plastic due to particle size and geometry as well as water content, and become hard, brittle and non–plastic upon drying or firing.[2][3][4] Depending on the soil's content in which it is found, clay can appear in various colours from white to dull grey or brown to deep orange-red.
|
4 |
+
|
5 |
+
Although many naturally occurring deposits include both silts and clay, clays are distinguished from other fine-grained soils by differences in size and mineralogy. Silts, which are fine-grained soils that do not include clay minerals, tend to have larger particle sizes than clays. There is, however, some overlap in particle size and other physical properties. The distinction between silt and clay varies by discipline. Geologists and soil scientists usually consider the separation to occur at a particle size of 2 μm (clays being finer than silts), sedimentologists often use 4–5 μm, and colloid chemists use 1 μm.[2] Geotechnical engineers distinguish between silts and clays based on the plasticity properties of the soil, as measured by the soils' Atterberg limits. ISO 14688 grades clay particles as being smaller than 2 μm and silt particles as being larger. Mixtures of sand, silt and less than 40% clay are called loam.
|
6 |
+
|
7 |
+
Clay minerals typically form over long periods as a result of the gradual chemical weathering of rocks, usually silicate-bearing, by low concentrations of carbonic acid and other diluted solvents. These solvents, usually acidic, migrate through the weathering rock after leaching through upper weathered layers. In addition to the weathering process, some clay minerals are formed through hydrothermal activity. There are two types of clay deposits: primary and secondary. Primary clays form as residual deposits in soil and remain at the site of formation. Secondary clays are clays that have been transported from their original location by water erosion and deposited in a new sedimentary deposit.[5] Clay deposits are typically associated with very low energy depositional environments such as large lakes and marine basins.
|
8 |
+
|
9 |
+
Depending on the academic source, there are three or four main groups of clays: kaolinite, montmorillonite-smectite, illite, and chlorite. Chlorites are not always considered to be a clay, sometimes being classified as a separate group within the phyllosilicates. There are approximately 30 different types of "pure" clays in these categories, but most "natural" clay deposits are mixtures of these different types, along with other weathered minerals.
|
10 |
+
|
11 |
+
Varve (or varved clay) is clay with visible annual layers, which are formed by seasonal deposition of those layers and are marked by differences in erosion and organic content. This type of deposit is common in former glacial lakes. When fine sediments are delivered into the calm waters of these glacial lake basins away from the shoreline, they settle to the lake bed. The resulting seasonal layering is preserved in an even distribution of clay sediment banding.[5]
|
12 |
+
|
13 |
+
Quick clay is a unique type of marine clay indigenous to the glaciated terrains of Norway, Canada, Northern Ireland, and Sweden. It is a highly sensitive clay, prone to liquefaction, which has been involved in several deadly landslides.
|
14 |
+
|
15 |
+
Powder X-ray diffraction can be used to identify clays.[6]
|
16 |
+
|
17 |
+
The physical and reactive chemical properties can be used to help elucidate the composition of clays.[7]
|
18 |
+
|
19 |
+
Clays exhibit plasticity when mixed with water in certain proportions. However, when dry, clay becomes firm, and when fired in a kiln, permanent physical and chemical changes occur. These changes convert the clay into a ceramic material. Because of these properties, clay is used for making pottery, both utilitarian and decorative, and construction products, such as bricks, walls, and floor tiles. Different types of clay, when used with different minerals and firing conditions, are used to produce earthenware, stoneware, and porcelain. Prehistoric humans discovered the useful properties of clay. Some of the earliest pottery shards recovered are from central Honshu, Japan. They are associated with the Jōmon culture, and recovered deposits have been dated to around 14,000 BC.[8] Cooking pots, art objects, dishware, smoking pipes, and even musical instruments such as the ocarina can all be shaped from clay before being fired.
|
20 |
+
|
21 |
+
Clay tablets were the first known writing medium.[9] Scribes wrote by inscribing them with cuneiform script using a blunt reed called a stylus. Purpose-made clay balls were used as sling ammunition. Clay is used in many industrial processes, such as paper making, cement production, and chemical filtering. Until the late 20th century, bentonite clay was widely used as a mold binder in the manufacture of sand castings.
|
22 |
+
|
23 |
+
Clay, being relatively impermeable to water, is also used where natural seals are needed, such as in the cores of dams, or as a barrier in landfills against toxic seepage (lining the landfill, preferably in combination with geotextiles).[10] Studies in the early 21st century have investigated clay's absorption capacities in various applications, such as the removal of heavy metals from waste water and air purification.[11][12]
|
24 |
+
|
25 |
+
Traditional uses of clay as medicine goes back to prehistoric times. An example is Armenian bole, which is used to soothe an upset stomach. Some animals such as parrots and pigs ingest clay for similar reasons.[13] Kaolin clay and attapulgite have been used as anti-diarrheal medicines.
|
26 |
+
|
27 |
+
Clay as the defining ingredient of loam is one of the oldest building materials on Earth, among other ancient, naturally-occurring geologic materials such as stone and organic materials like wood.[14] Between one-half and two-thirds of the world's population, in both traditional societies as well as developed countries, still live or work in buildings made with clay, often baked into brick, as an essential part of its load-bearing structure. Also a primary ingredient in many natural building techniques, clay is used to create adobe, cob, cordwood, and rammed earth structures and building elements such as wattle and daub, clay plaster, clay render case, clay floors and clay paints and ceramic building material. Clay was used as a mortar in brick chimneys and stone walls where protected from water.
|
en/3690.html.txt
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1 |
+
"La Marseillaise"[a] is the national anthem of France. The song was written in 1792 by Claude Joseph Rouget de Lisle in Strasbourg after the declaration of war by France against Austria, and was originally titled "Chant de guerre pour l'Armée du Rhin" ("War Song for the Army of the Rhine").
|
2 |
+
|
3 |
+
The French National Convention adopted it as the Republic's anthem in 1795. The song acquired its nickname after being sung in Paris by volunteers from Marseille marching to the capital. The song is the first example of the "European march" anthemic style. The anthem's evocative melody and lyrics have led to its widespread use as a song of revolution and its incorporation into many pieces of classical and popular music.
|
4 |
+
|
5 |
+
As the French Revolution continued, the monarchies of Europe became concerned that revolutionary fervor would spread to their countries. The War of the First Coalition was an effort to stop the revolution, or at least contain it to France. Initially, the French army did not distinguish itself, and Coalition armies invaded France. On 25 April 1792, Baron Philippe-Frédéric de Dietrich, the mayor of Strasbourg, requested his guest Rouget de Lisle compose a song "that will rally our soldiers from all over to defend their homeland that is under threat".[1] That evening, Rouget de Lisle wrote "Chant de guerre pour l'Armée du Rhin"[2] (English: "War Song for the Army of the Rhine"), and dedicated the song to Marshal Nicolas Luckner, a Bavarian in French service from Cham.[3] A plaque on the building on Place Broglie where De Dietrich's house once stood commemorates the event.[4] De Dietrich was executed the next year during the Reign of Terror.[5]
|
6 |
+
|
7 |
+
The melody soon became the rallying call to the French Revolution and was adopted as "La Marseillaise" after the melody was first sung on the streets by volunteers (fédérés in French) from Marseille by the end of May. These fédérés were making their entrance into the city of Paris on 30 July 1792 after a young volunteer from Montpellier called François Mireur had sung it at a patriotic gathering in Marseille, and the troops adopted it as the marching song of the National Guard of Marseille.[2] A newly graduated medical doctor, Mireur later became a general under Napoléon Bonaparte and died in Egypt at age 28.[6]
|
8 |
+
|
9 |
+
The song's lyric reflects the invasion of France by foreign armies (from Prussia and Austria) that were under way when it was written. Strasbourg itself was attacked just a few days later. The invading forces were repulsed from France following their defeat in the Battle of Valmy. As the vast majority of Alsatians did not speak French, a German version ("Auf, Brüder, auf dem Tag entgegen") was published in October 1792 in Colmar.[7]
|
10 |
+
|
11 |
+
The Convention accepted it as the French national anthem in a decree passed on 14 July 1795, making it France's first anthem.[8] It later lost this status under Napoleon I, and the song was banned outright by Louis XVIII and Charles X, only being re-instated briefly after the July Revolution of 1830.[9] During Napoleon I's reign, "Veillons au salut de l'Empire" was the unofficial anthem of the regime, and in Napoleon III's reign, it was "Partant pour la Syrie". During the nineteenth and early twentieth centuries, "La Marseillaise" was recognised as the anthem of the international revolutionary movement; as such, it was adopted by the Paris Commune in 1871, albeit with new lyrics under the title "La marseillaise de la Commune". Eight years later, in 1879, it was restored as France's national anthem, and has remained so ever since.[9]
|
12 |
+
|
13 |
+
Several musical antecedents have been cited for the melody:
|
14 |
+
|
15 |
+
Other attributions (the credo of the fourth mass of Holtzmann of Mursberg[17]) have been refuted.[18]
|
16 |
+
|
17 |
+
Rouget de Lisle himself never signed the score of "La Marseillaise".
|
18 |
+
|
19 |
+
Only the first stanza (and sometimes the fourth and sixth) and the first chorus are sung today in France. There are some slight historical variations in the lyrics of the song; the following is the version listed at the official website of the French presidency.[19]
|
20 |
+
|
21 |
+
Allons enfants de la Patrie,
|
22 |
+
Le jour de gloire est arrivé !
|
23 |
+
Contre nous de la tyrannie
|
24 |
+
L'étendard sanglant est levé, (bis)
|
25 |
+
Entendez-vous dans les campagnes
|
26 |
+
Mugir ces féroces soldats ?
|
27 |
+
Ils viennent jusque dans vos bras
|
28 |
+
Égorger vos fils, vos compagnes !
|
29 |
+
|
30 |
+
Aux armes, citoyens,
|
31 |
+
Formez vos bataillons,
|
32 |
+
Marchons, marchons !
|
33 |
+
Qu'un sang impur
|
34 |
+
Abreuve nos sillons !
|
35 |
+
|
36 |
+
Que veut cette horde d'esclaves,
|
37 |
+
De traîtres, de rois conjurés ?
|
38 |
+
Pour qui ces ignobles entraves,
|
39 |
+
Ces fers dès longtemps préparés ? (bis)
|
40 |
+
Français, pour nous, ah! quel outrage
|
41 |
+
Quels transports il doit exciter !
|
42 |
+
C'est nous qu'on ose méditer
|
43 |
+
De rendre à l'antique esclavage !
|
44 |
+
|
45 |
+
Aux armes, citoyens...
|
46 |
+
|
47 |
+
Quoi ! des cohortes étrangères
|
48 |
+
Feraient la loi dans nos foyers !
|
49 |
+
Quoi ! Ces phalanges mercenaires
|
50 |
+
Terrasseraient nos fiers guerriers ! (bis)
|
51 |
+
Grand Dieu! Par des mains enchaînées
|
52 |
+
Nos fronts sous le joug se ploieraient
|
53 |
+
De vils despotes deviendraient
|
54 |
+
Les maîtres de nos destinées !
|
55 |
+
|
56 |
+
Aux armes, citoyens...
|
57 |
+
|
58 |
+
Tremblez, tyrans et vous perfides
|
59 |
+
L'opprobre de tous les partis,
|
60 |
+
Tremblez ! vos projets parricides
|
61 |
+
Vont enfin recevoir leurs prix ! (bis)
|
62 |
+
Tout est soldat pour vous combattre,
|
63 |
+
S'ils tombent, nos jeunes héros,
|
64 |
+
La terre en produit de nouveaux,
|
65 |
+
Contre vous tout prêts à se battre !
|
66 |
+
|
67 |
+
Aux armes, citoyens...
|
68 |
+
|
69 |
+
Français, en guerriers magnanimes,
|
70 |
+
Portez ou retenez vos coups !
|
71 |
+
Épargnez ces tristes victimes,
|
72 |
+
À regret s'armant contre nous. (bis)
|
73 |
+
Mais ces despotes sanguinaires,
|
74 |
+
Mais ces complices de Bouillé,
|
75 |
+
Tous ces tigres qui, sans pitié,
|
76 |
+
Déchirent le sein de leur mère !
|
77 |
+
|
78 |
+
Aux armes, citoyens...
|
79 |
+
|
80 |
+
Amour sacré de la Patrie,
|
81 |
+
Conduis, soutiens nos bras vengeurs
|
82 |
+
Liberté, Liberté chérie,
|
83 |
+
Combats avec tes défenseurs ! (bis)
|
84 |
+
Sous nos drapeaux que la victoire
|
85 |
+
Accoure à tes mâles accents,
|
86 |
+
Que tes ennemis expirants
|
87 |
+
Voient ton triomphe et notre gloire !
|
88 |
+
|
89 |
+
Aux armes, citoyens...
|
90 |
+
|
91 |
+
(Couplet des enfants)[20]
|
92 |
+
Nous entrerons dans la carrière
|
93 |
+
Quand nos aînés n'y seront plus,
|
94 |
+
Nous y trouverons leur poussière
|
95 |
+
Et la trace de leurs vertus (bis)
|
96 |
+
Bien moins jaloux de leur survivre
|
97 |
+
Que de partager leur cercueil,
|
98 |
+
Nous aurons le sublime orgueil
|
99 |
+
De les venger ou de les suivre.
|
100 |
+
|
101 |
+
Aux armes, citoyens...
|
102 |
+
|
103 |
+
Arise, children of the Fatherland,
|
104 |
+
The day of glory has arrived!
|
105 |
+
Against us, tyranny's
|
106 |
+
Bloody standard is raised, (repeat)
|
107 |
+
Do you hear, in the countryside,
|
108 |
+
The roar of those ferocious soldiers?
|
109 |
+
They're coming right into your arms
|
110 |
+
To cut the throats of your sons, your women!
|
111 |
+
|
112 |
+
To arms, citizens,
|
113 |
+
Form your battalions,
|
114 |
+
Let's march, let's march!
|
115 |
+
Let an impure blood
|
116 |
+
Water our furrows!
|
117 |
+
|
118 |
+
What does this horde of slaves,
|
119 |
+
Of traitors and conspiring kings want?
|
120 |
+
For whom have these vile chains,
|
121 |
+
These irons, been long prepared? (repeat)
|
122 |
+
Frenchmen, for us, ah! What outrage
|
123 |
+
What furious action it must arouse!
|
124 |
+
It is to us they dare plan
|
125 |
+
A return to the old slavery!
|
126 |
+
|
127 |
+
To arms, citizens...
|
128 |
+
|
129 |
+
What! Foreign cohorts
|
130 |
+
Would make the law in our homes!
|
131 |
+
What! These mercenary phalanxes
|
132 |
+
Would strike down our proud warriors! (repeat)
|
133 |
+
Great God! By chained hands
|
134 |
+
Our brows would yield under the yoke!
|
135 |
+
Vile despots would themselves become
|
136 |
+
The masters of our destinies!
|
137 |
+
|
138 |
+
To arms, citizens...
|
139 |
+
|
140 |
+
Tremble, tyrants and you traitors
|
141 |
+
The shame of all parties,
|
142 |
+
Tremble! Your parricidal schemes
|
143 |
+
Will finally receive their prize! (repeat)
|
144 |
+
Everyone is a soldier to combat you,
|
145 |
+
If they fall, our young heroes,
|
146 |
+
Will be produced anew from the ground,
|
147 |
+
Ready to fight against you!
|
148 |
+
|
149 |
+
To arms, citizens...
|
150 |
+
|
151 |
+
Frenchmen, as magnanimous warriors,
|
152 |
+
Bear or hold back your blows!
|
153 |
+
Spare those sorry victims,
|
154 |
+
For regretfully arming against us. (repeat)
|
155 |
+
But these bloodthirsty despots,
|
156 |
+
These accomplices of Bouillé,
|
157 |
+
All these tigers who mercilessly
|
158 |
+
Tear apart their mother's breast!
|
159 |
+
|
160 |
+
To arms, citizens...
|
161 |
+
|
162 |
+
Sacred love of the Fatherland,
|
163 |
+
Lead, support our avenging arms
|
164 |
+
Liberty, cherished Liberty,
|
165 |
+
Fight with thy defenders! (repeat)
|
166 |
+
Under our flags may victory
|
167 |
+
Hurry to thy manly accents,
|
168 |
+
So that thy expiring enemies
|
169 |
+
See thy triumph and our glory!
|
170 |
+
|
171 |
+
To arms, citizens...
|
172 |
+
|
173 |
+
(Children's Verse)
|
174 |
+
We shall enter the (military) career
|
175 |
+
When our elders are no longer there,
|
176 |
+
There we shall find their dust
|
177 |
+
And the trace of their virtues (repeat)
|
178 |
+
Much less keen to survive them
|
179 |
+
Than to share their coffins,
|
180 |
+
We shall have the sublime pride
|
181 |
+
To avenge or follow them.
|
182 |
+
|
183 |
+
To arms, citizens...
|
184 |
+
|
185 |
+
These verses were omitted from the national anthem.
|
186 |
+
|
187 |
+
Dieu de clémence et de justice
|
188 |
+
Vois nos tyrans, juge nos coeurs
|
189 |
+
Que ta bonté nous soit propice
|
190 |
+
Défends-nous de ces oppresseurs (bis)
|
191 |
+
Tu règnes au ciel et sur terre
|
192 |
+
Et devant Toi, tout doit fléchir
|
193 |
+
De ton bras, viens nous soutenir
|
194 |
+
Toi, grand Dieu, maître du tonnerre.
|
195 |
+
|
196 |
+
Aux armes, citoyens...
|
197 |
+
|
198 |
+
Peuple français, connais ta gloire;
|
199 |
+
Couronné par l'Égalité,
|
200 |
+
Quel triomphe, quelle victoire,
|
201 |
+
D'avoir conquis la Liberté! (bis)
|
202 |
+
Le Dieu qui lance le tonnerre
|
203 |
+
Et qui commande aux éléments,
|
204 |
+
Pour exterminer les tyrans,
|
205 |
+
Se sert de ton bras sur la terre.
|
206 |
+
|
207 |
+
Aux armes, citoyens...
|
208 |
+
|
209 |
+
Nous avons de la tyrannie
|
210 |
+
Repoussé les derniers efforts;
|
211 |
+
De nos climats, elle est bannie;
|
212 |
+
Chez les Français les rois sont morts. (bis)
|
213 |
+
Vive à jamais la République!
|
214 |
+
Anathème à la royauté!
|
215 |
+
Que ce refrain, partout porté,
|
216 |
+
Brave des rois la politique.
|
217 |
+
|
218 |
+
Aux armes, citoyens...
|
219 |
+
|
220 |
+
La France que l'Europe admire
|
221 |
+
A reconquis la Liberté
|
222 |
+
Et chaque citoyen respire
|
223 |
+
Sous les lois de l'Égalité; (bis)
|
224 |
+
Un jour son image chérie
|
225 |
+
S'étendra sur tout l'univers.
|
226 |
+
Peuples, vous briserez vos fers
|
227 |
+
Et vous aurez une Patrie!
|
228 |
+
|
229 |
+
Aux armes, citoyens...
|
230 |
+
|
231 |
+
Foulant aux pieds les droits de l'Homme,
|
232 |
+
Les soldatesques légions
|
233 |
+
Des premiers habitants de Rome
|
234 |
+
Asservirent les nations. (bis)
|
235 |
+
Un projet plus grand et plus sage
|
236 |
+
Nous engage dans les combats
|
237 |
+
Et le Français n'arme son bras
|
238 |
+
Que pour détruire l'esclavage.
|
239 |
+
|
240 |
+
Aux armes, citoyens...
|
241 |
+
|
242 |
+
Oui! Déjà d'insolents despotes
|
243 |
+
Et la bande des émigrés
|
244 |
+
Faisant la guerre aux Sans-culottes
|
245 |
+
Par nos armes sont altérés; (bis)
|
246 |
+
Vainement leur espoir se fonde
|
247 |
+
Sur le fanatisme irrité,
|
248 |
+
Le signe de la Liberté
|
249 |
+
Fera bientôt le tour du monde.
|
250 |
+
|
251 |
+
Aux armes, citoyens...
|
252 |
+
|
253 |
+
À vous! Que la gloire environne,
|
254 |
+
Citoyens, illustres guerriers,
|
255 |
+
Craignez, dans les champs de Bellone,
|
256 |
+
Craignez de flétrir vos lauriers! (bis)
|
257 |
+
Aux noirs soupçons inaccessibles
|
258 |
+
Envers vos chefs, vos généraux,
|
259 |
+
Ne quittez jamais vos drapeaux,
|
260 |
+
Et vous resterez invincibles.
|
261 |
+
|
262 |
+
Aux armes, citoyens...
|
263 |
+
|
264 |
+
(Couplet des enfants)
|
265 |
+
Enfants, que l'Honneur, la Patrie
|
266 |
+
Fassent l'objet de tous nos vœux!
|
267 |
+
Ayons toujours l'âme nourrie
|
268 |
+
Des feux qu'ils inspirent tous deux. (bis)
|
269 |
+
Soyons unis! Tout est possible;
|
270 |
+
Nos vils ennemis tomberont,
|
271 |
+
Alors les Français cesseront
|
272 |
+
De chanter ce refrain terrible:
|
273 |
+
|
274 |
+
Aux armes, citoyens...
|
275 |
+
|
276 |
+
God of mercy and justice
|
277 |
+
See our tyrants, judge our hearts
|
278 |
+
Your goodness be with us
|
279 |
+
Defend us from these oppressors (repeat)
|
280 |
+
You reign in heaven and on earth
|
281 |
+
And before you all must bend
|
282 |
+
In your arms, come support us
|
283 |
+
You, great God, lord of thunder.
|
284 |
+
|
285 |
+
To arms, citizens...
|
286 |
+
|
287 |
+
French people know thy glory
|
288 |
+
Crowned by equality,
|
289 |
+
What a triumph, what a victory,
|
290 |
+
To have won Liberty! (repeat)
|
291 |
+
The God who throws thunder
|
292 |
+
And who commands the elements,
|
293 |
+
To exterminate the tyrants
|
294 |
+
Uses your arm on Earth.
|
295 |
+
|
296 |
+
To arms, citizens...
|
297 |
+
|
298 |
+
Of tyranny, we have
|
299 |
+
Rebuffed its last efforts;
|
300 |
+
It is banished from our climes;
|
301 |
+
Among the French the kings are dead. (repeat)
|
302 |
+
The Republic may live forever!
|
303 |
+
Anathema to royalty!
|
304 |
+
May this refrain, sung everywhere,
|
305 |
+
Protect politics from kings.
|
306 |
+
|
307 |
+
To arms, citizens...
|
308 |
+
|
309 |
+
France that Europe admires
|
310 |
+
Has regained liberty
|
311 |
+
And every citizen breathes
|
312 |
+
Under the laws of equality, (repeat)
|
313 |
+
One day its beloved image
|
314 |
+
Will extend throughout the universe.
|
315 |
+
Peoples, you will break your chains
|
316 |
+
And you will have a fatherland!
|
317 |
+
|
318 |
+
To arms, citizens...
|
319 |
+
|
320 |
+
Trampling on the rights of man,
|
321 |
+
the soldierly legions
|
322 |
+
of Rome's first inhabitants
|
323 |
+
enslaved nations. (repeat)
|
324 |
+
A larger project, and wiser,
|
325 |
+
Engages us in battle
|
326 |
+
And the Frenchman only arms himself
|
327 |
+
In order to destroy slavery.
|
328 |
+
|
329 |
+
To arms, citizens...
|
330 |
+
|
331 |
+
Yes! Already insolent despots
|
332 |
+
And the band of emigrants
|
333 |
+
Waging war on the sans-culottes [lit. without-breeches]
|
334 |
+
By our weapons are withered; (repeat)
|
335 |
+
Vainly their hope is based
|
336 |
+
On piqued fanaticism
|
337 |
+
The sign of liberty
|
338 |
+
Will soon spread around the world.
|
339 |
+
|
340 |
+
To arms, citizens...
|
341 |
+
|
342 |
+
To you! Let glory surround
|
343 |
+
Citizens, illustrious warriors,
|
344 |
+
Fear in the fields of Bellona,
|
345 |
+
Fear the sullying of your laurels! (repeat)
|
346 |
+
To dark unfounded suspicions
|
347 |
+
Towards your leaders, your generals,
|
348 |
+
Never leave your flags,
|
349 |
+
And you will remain invincible.
|
350 |
+
|
351 |
+
To arms, citizens...
|
352 |
+
|
353 |
+
(Children's Verse)
|
354 |
+
Children, let honour and fatherland
|
355 |
+
be the object of all our wishes!
|
356 |
+
Let us always have souls nourished
|
357 |
+
With fires that might inspire both. (repeat)
|
358 |
+
Let us be united! Anything is possible;
|
359 |
+
Our vile enemies will fall,
|
360 |
+
Then the French will cease
|
361 |
+
To sing this fierce refrain:
|
362 |
+
|
363 |
+
To arms, citizens...
|
364 |
+
|
365 |
+
"La Marseillaise" was arranged for soprano, chorus and orchestra by Hector Berlioz in about 1830.[21]
|
366 |
+
|
367 |
+
Franz Liszt wrote a piano transcription of the anthem.[22]
|
368 |
+
|
369 |
+
During World War I, bandleader James Reese Europe played a jazz version of "La Marseillaise"[23], which can be heard on part 2 of the Ken Burns 2001 TV documentary Jazz.
|
370 |
+
|
371 |
+
Serge Gainsbourg recorded a reggae version in 1978, titled "Aux armes et cætera".[24]
|
372 |
+
|
373 |
+
Jacky Terrasson also recorded a jazz version of "La Marseillaise", included in his 2001 album A Paris.[25]
|
374 |
+
|
375 |
+
In Russia, "La Marseillaise" was used as a republican revolutionary anthem by those who knew French starting in the 18th century, almost simultaneously with its adoption in France. In 1875 Peter Lavrov, a narodnik revolutionary and theorist, wrote a Russian-language text (not a translation of the French one) to the same melody. This "Worker's Marseillaise" became one of the most popular revolutionary songs in Russia and was used in the Revolution of 1905. After the February Revolution of 1917, it was used as the semi-official national anthem of the new Russian republic. Even after the October Revolution, it remained in use for a while alongside The Internationale.[30]
|
376 |
+
|
377 |
+
The English philosopher and reformer Jeremy Bentham, who was declared an honorary citizen of France in 1791 in recognition of his sympathies for the ideals of the French Revolution, was not enamoured of "La Marseillaise". Contrasting its qualities with the "beauty" and "simplicity" of "God Save the King", he wrote in 1796:
|
378 |
+
|
379 |
+
The War whoop of anarchy, the Marseillais Hymn, is to my ear, I must confess, independently of all moral association, a most dismal, flat, and unpleasing ditty: and to any ear it is at any rate a long winded and complicated one. In the instance of a melody so mischievous in its application, it is a fortunate incident, if, in itself, it should be doomed neither in point of universality, nor permanence, to gain equal hold on the affections of the people.[31]
|
380 |
+
|
381 |
+
Valéry Giscard d'Estaing, a former President of France, has said that it is ridiculous to sing about drenching French fields with impure Prussian blood as a German Chancellor takes the salute in Paris.[32] A 1992 campaign to change the words of the song involving more than 100 prominent French citizens, including Danielle Mitterrand, wife of then-President François Mitterrand, was unsuccessful.[33]
|
382 |
+
|
383 |
+
The British historian Simon Schama discussed "La Marseillaise" on BBC Radio 4's Today programme on 17 November 2015 (in the immediate aftermath of the Paris attacks), saying it was "... the great example of courage and solidarity when facing danger; that's why it is so invigorating, that's why it really is the greatest national anthem in the world, ever. Most national anthems are pompous, brassy, ceremonious, but this is genuinely thrilling. Very important in the song ... is the line 'before us is tyranny, the bloody standard of tyranny has risen'. There is no more ferocious tyranny right now than ISIS, so it's extremely easy for the tragically and desperately grieving French to identify with that".[34]
|
384 |
+
|
en/3691.html.txt
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1 |
+
|
2 |
+
|
3 |
+
Marseille (/mɑːrˈseɪ/ mar-SAY, also spelled in English as Marseilles; French: [maʁsɛj] (listen), locally [maʁˈsɛjə] (listen); Occitan: Marselha [maʀˈsejɔ, -ˈsijɔ]) is the prefecture of the department of Bouches-du-Rhône and region of Provence-Alpes-Côte d'Azur in France. It is located on the Mediterranean coast near the mouth of the Rhône. Marseille is the second largest city in France, covering an area of 241 km2 (93 sq mi) and had a population of 870,018 in 2016.[5] Its metropolitan area, which extends over 3,173 km2 (1,225 sq mi) is the third-largest in France after those of Paris and Lyon, with a population of 1,831,500 as of 2010.[3]
|
4 |
+
|
5 |
+
It was known to the ancient Greeks as Massalia (Greek: Μασσαλία, romanized: Massalía) and Romans as Massilia.[6][7] Marseille is now France's largest city on the Mediterranean coast and the largest port for commerce, freight and cruise ships. The city was European Capital of Culture in 2013 and European Capital of Sport in 2017; it hosted matches at the 1998 World Cup and Euro 2016. It is home to Aix-Marseille University.
|
6 |
+
|
7 |
+
Marseille is the second-largest metropolitan area in France after Paris. To the east, starting in the small fishing village of Callelongue on the outskirts of Marseille and stretching as far as Cassis, are the Calanques, a rugged coastal area interspersed with small fjord-like inlets. Farther east still are the Sainte-Baume (a 1,147 m (3,763 ft) mountain ridge rising from a forest of deciduous trees), the city of Toulon and the French Riviera. To the north of Marseille, beyond the low Garlaban and Etoile mountain ranges, is the 1,011 m (3,317 ft) Mont Sainte Victoire. To the west of Marseille is the former artists' colony of l'Estaque; farther west are the Côte Bleue, the Gulf of Lion and the Camargue region in the Rhône delta. The airport lies to the north west of the city at Marignane on the Étang de Berre.[8]
|
8 |
+
|
9 |
+
The city's main thoroughfare (the wide boulevard called the Canebière) stretches eastward from the Old Port to the Réformés quarter. Two large forts flank the entrance to the Old Port—Fort Saint-Nicolas on the south side and Fort Saint-Jean on the north. Farther out in the Bay of Marseille is the Frioul archipelago which comprises four islands, one of which, If, is the location of Château d'If, made famous by the Dumas novel The Count of Monte Cristo. The main commercial centre of the city intersects with the Canebière at Rue St Ferréol and the Centre Bourse (one of the city's main shopping malls). The centre of Marseille has several pedestrianised zones, most notably Rue St Ferréol, Cours Julien near the Music Conservatory, the Cours Honoré-d'Estienne-d'Orves off the Old Port and the area around the Hôtel de Ville. To the south east of central Marseille in the 6th arrondissement are the Prefecture and the monumental fountain of Place Castellane, an important bus and metro interchange. To the south west are the hills of the 7th and 8th arrondissements, dominated by the basilica of Notre-Dame de la Garde. Marseille's main railway station—Gare de Marseille Saint-Charles—is north of the Centre Bourse in the 1st arrondissement; it is linked by the Boulevard d'Athènes to the Canebière.[8]
|
10 |
+
|
11 |
+
Marseille was a Gauls port center that became the Greek colony of Massalia circa 600 BC, and was populated by Greeks settlers from Phocaea (modern Foça, Turkey). It became the preeminent Greek polis in the Hellenized region of southern Gaul.[9] The city-state sided with the Roman Republic against Carthage during the Second Punic War (218–201 BC), retaining its independence and commercial empire throughout the western Mediterranean even as Rome expanded into Western Europe and North Africa. However, the city lost its independence following the Roman Siege of Massilia in 49 BC, during Caesar's Civil War, in which Massalia sided with the exiled faction at war with Julius Caesar. Afterward the Gallo-Roman culture was initiated.
|
12 |
+
|
13 |
+
Marseille continued to prosper as a Gallo-Roman city, becoming an early center of Christianity during the Western Roman Empire. The city maintained its position as a premier maritime trading hub even after its capture by the Visigoths in the 5th century AD, although the city went into decline following the sack of 739 AD by the forces of Charles Martel. It became part of the County of Provence during the 10th century, although its renewed prosperity was curtailed by the Black Death of the 14th century and sack of the city by the Crown of Aragon in 1423. The city's fortunes rebounded with the ambitious building projects of René of Anjou, Count of Provence, who strengthened the city's fortifications during the mid-15th century. During the 16th century the city hosted a naval fleet with the combined forces of the Franco-Ottoman alliance, which threatened the ports and navies of Genoa and the Holy Roman Empire.
|
14 |
+
|
15 |
+
Marseille lost a significant portion of its population during the Great Plague of Marseille in 1720, but the population had recovered by mid-century. In 1792 the city became a focal point of the French Revolution and though France's national anthem was born in Strasbourg, it was first sang in Paris by volunteers from Marseille, hence the name the crowd gave it: La Marseillaise. The Industrial Revolution and establishment of the French Empire during the 19th century allowed for further expansion of the city, although it was occupied by the German Wehrmacht in November 1942 and subsequently heavily damaged during World War II. The city has since become a major center for immigrant communities from former French colonies, such as French Algeria.
|
16 |
+
|
17 |
+
Marseille is a major French centre for trade and industry, with excellent transportation infrastructure (roads, sea port and airport). Marseille Provence Airport is the fourth largest in France. In May 2005, the French financial magazine L'Expansion named Marseille the most dynamic of France's large cities, citing figures showing that 7,200 companies had been created in the city since 2000.[10] Marseille is also France's second largest research centre with 3,000 research scientists within Aix Marseille University.[citation needed]
|
18 |
+
As of 2014[update], the Marseille metropolitan area had a GDP amounting to $60.3 billion, or $36,127 per capita (purchasing power parity).[11]
|
19 |
+
|
20 |
+
Historically, the economy of Marseille was dominated by its role as a port of the French Empire, linking the North African colonies of Algeria, Morocco and Tunisia with Metropolitan France. The Old Port was replaced as the main port for trade by the Port de la Joliette during the Second Empire and now contains restaurants, offices, bars and hotels and functions mostly as a private marina. The majority of the port and docks, which experienced decline in the 1970s after the oil crisis, have been recently redeveloped with funds from the European Union. Fishing remains important in Marseille and the food economy of Marseille is fed by the local catch; a daily fish market is still held on the Quai des Belges of the Old Port.
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The economy of Marseille and its region is still linked to its commercial port, the first French port and the fifth European port by cargo tonnage, which lies north of the Old Port and eastern in Fos-sur-Mer. Some 45,000 jobs are linked to the port activities and it represents 4 billion euros added value to the regional economy.[12] 100 million tons of freight pass annually through the port, 60% of which is petroleum, making it number one in France and the Mediterranean and number three in Europe. However, in the early 2000s, the growth in container traffic was being stifled by the constant strikes and social upheaval.[13] The port is among the 20th firsts in Europe for container traffic with 1,062,408 TEU and new infrastructures have already raised the capacity to 2M TEU.[14] Petroleum refining and shipbuilding are the principal industries, but chemicals, soap, glass, sugar, building materials, plastics, textiles, olive oil, and processed foods are also important products.[citation needed] Marseille is connected with the Rhône via a canal and thus has access to the extensive waterway network of France. Petroleum is shipped northward to the Paris basin by pipeline. The city also serves as France's leading centre of oil refining.
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In recent years, the city has also experienced a large growth in service sector employment and a switch from light manufacturing to a cultural, high-tech economy.[citation needed] The Marseille region is home to thousands of companies, 90% of which are small and medium enterprises with less than 500 employees.[15][full citation needed] Among the most famous ones are CMA CGM, container-shipping giant; Compagnie maritime d'expertises (Comex), world leader in sub-sea engineering and hydraulic systems; Airbus Helicopters, an Airbus division; Azur Promotel, an active real estate development company; La Provence, the local daily newspaper; RTM, Marseille's public transport company; and Société Nationale Maritime Corse Méditerranée (SNCM), a major operator in passenger, vehicle and freight transportation in the Western Mediterranean. The urban operation Euroméditerranée has developed a large offer of offices and thus Marseille hosts one of the main business district in France.
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Marseille is the home of three main technopoles: Château-Gombert (technological innovations), Luminy (biotechnology) and La Belle de Mai (17,000 sq.m. of offices dedicated to multimedia activities).[16][17]
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The port is also an important arrival base for millions of people each year, with 2.4 million including 890,100 from cruise ships.[12]
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With its beaches, history, architecture and culture (24 museums and 42 theatres), Marseille is one of the most visited cities in France, with 4.1 million visitors in 2012.[18]
|
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Marseille is ranked 86th in the world for business tourism and events, advancing from the 150th spot one year before.[citation needed] The number of congress days hosted on its territory increased from 109,000 in 1996 to almost 300,000 in 2011.[citation needed]
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They take place in three main sites, the Palais du Pharo, Palais des Congrès et des Expositions (Parc Chanot) and World Trade Center.[19] In 2012 Marseille hosted the World Water Forum.
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Several urban projects have been developed to make Marseille attractive. Thus new parks, museums, public spaces and real estate projects aim to improve the city's quality of life (Parc du 26e Centenaire, Old Port of Marseille,[20] numerous places in Euroméditerranée) to attract firms and people. Marseille municipality acts to develop Marseille as a regional nexus for entertainment in the south of France with high concentration of museums, cinemas, theatres, clubs, bars, restaurants, fashion shops, hotels, and art galleries.
|
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+
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Unemployment in the economy fell from 20% in 1995 to 14% in 2004.[21] However, Marseille unemployment rate remains higher than the national average. In some parts of Marseille, youth unemployment is reported to be as high as 40%.[22]
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The city of Marseille is divided into 16 municipal arrondissements, which are themselves informally divided into 111 neighbourhoods (French: quartiers). The arrondissements are regrouped in pairs, into 8 sectors, each with a mayor and council (like the arrondissements in Paris and Lyon).[23] Municipal elections are held every six years and are carried out by sector. There are 303 councilmembers in total, two-thirds sitting in the sector councils and one third in the city council.
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The 9th arrondissement of Marseille is the largest in terms of area because it comprises parts of Calanques National Park. With a population of 89,316 (2007), the 13th arrondissement of Marseille is the most populous one.
|
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From 1950 to the mid-1990s, Marseille was a Socialist (PS) and Communist (PCF) stronghold. Gaston Defferre (PS) was consecutively reelected six times as Mayor of Marseille from 1953 until his death in 1986. He was succeeded by Robert Vigouroux of the European Democratic and Social Rally (RDSE). Jean-Claude Gaudin of the right-wing UMP was elected Mayor of Marseille in 1995. Gaudin was reelected in 2001, 2008 and 2014.
|
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In recent years, the Communist Party has lost most of its strength in the northern boroughs of the city, whereas the National Front has received significant support. At the last municipal election in 2014, Marseille was divided between the northern arrondissements dominated by the left (PS) and far-right (FN) and the southern part of town dominated by the right-wing (UMP). Marseille is also divided in twelve cantons, each of them sending two members to the Departmental Council of the Bouches-du-Rhône department.
|
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Because of its pre-eminence as a Mediterranean port, Marseille has always been one of the main gateways into France. This has attracted many immigrants and made Marseille a cosmopolitan melting pot. By the end of the 18th century about half the population originated from elsewhere in Provence mostly and also from southern France.[24][25][page needed]
|
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Economic conditions and political unrest in Europe and the rest of the world brought several other waves of immigrants during the 20th century: Greeks and Italians started arriving at the end of the 19th century and in the first half of the 20th century, up to 40% of the city's population was of Italian origin;[26] Russians in 1917; Armenians in 1915 and 1923; Vietnamese in the 1920s, 1954 and after 1975;[27] Corsicans during the 1920s and 1930s; Spanish after 1936; Maghrebis (both Arab and Berber) in the inter-war period; Sub-Saharan Africans after 1945; Maghrebi Jews in the 1950s and 1960s; the Pieds-Noirs from the former French Algeria in 1962; and then from Comoros. In 2006, it was reported that 70,000 city residents were considered to be of Maghrebi origin, mostly from Algeria. The second largest group in Marseille in terms of single nationalities were from the Comoros, amounting to some 45,000 people.[26]
|
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Currently, over one third of the population of Marseille can trace their roots back to Italy.[28] Marseille also has the second-largest Corsican and Armenian populations of France. Other significant communities include Maghrebis, Turks, Comorians, Chinese, and Vietnamese.[29]
|
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In 1999, in several arrondissements, about 40% of the young people under 18 were of Maghrebi origin (at least one immigrant parent).[30]
|
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|
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Since 2013 a significant number of Eastern European immigrants have settled in Marseille, attracted by better job opportunities and the good climate of this Mediterranean city. The main nationalities of the immigrants are Romanians and Poles.[31]
|
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|
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2 An immigrant is a person born in a foreign country not having French citizenship at birth. Note that an immigrant may have acquired French citizenship since moving to France, but is still considered an immigrant in French statistics. On the other hand, persons born in France with foreign citizenship (the children of immigrants) are not listed as immigrants.
|
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+
|
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+
According to data from 2010, major religious communities in Marseille include:
|
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+
|
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Marseille is a city that has its own unique culture and is proud of its differences from the rest of France.[35] Today it is a regional centre for culture and entertainment with an important opera house, historical and maritime museums, five art galleries and numerous cinemas, clubs, bars and restaurants.
|
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+
|
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Marseille has a large number of theatres, including La Criée, Le Gymnase and the Théâtre Toursky. There is also an extensive arts centre in La Friche, a former match factory behind the Saint-Charles station. The Alcazar, until the 1960s a well known music hall and variety theatre, has recently been completely remodelled behind its original façade and now houses the central municipal library.[36] Other music venues in Marseille include Le Silo (also a theatre) and GRIM.
|
62 |
+
|
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+
Marseille has also been important in the arts. It has been the birthplace and home of many French writers and poets, including Victor Gélu [fr], Valère Bernard, Pierre Bertas,[37] Edmond Rostand and André Roussin. The small port of l'Estaque on the far end of the Bay of Marseille became a favourite haunt for artists, including Auguste Renoir, Paul Cézanne (who frequently visited from his home in Aix), Georges Braque and Raoul Dufy.
|
64 |
+
|
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+
Rich and poor neighborhoods exist side-by-side. Although the city is not without crime, Marseille has a larger degree of multicultural tolerance. Urban geographers[38] say the city's geography, being surrounded by mountains, helps explain why Marseille does not have the same problems as Paris. In Paris, ethnic areas are segregated and concentrated in the periphery of the city. Residents of Marseille are of diverse origins, yet appear to share a similar particular identity.[39][40] An example is how Marseille responded in 2005, when ethnic populations living in other French cities' suburbs rioted, but Marseille remained relatively calm.[41]
|
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+
|
67 |
+
Marseille served as the European Capital of Culture for 2013 along with Košice.[42] It was chosen to give a 'human face' to the European Union to celebrate cultural diversity and to increase understanding between Europeans.[43] One of the intentions of highlighting culture is to help reposition Marseille internationally, stimulate the economy, and help to build better interconnection between groups.[44] Marseille-Provence 2013 (MP2013) featured more than 900 cultural events held throughout Marseille and the surrounding communities. These cultural events generated more than 11 million visits.[45] The European Capital of Culture was also the occasion to unveil more than 600 million euros in new cultural infrastructure in Marseille and its environs, including the MuCEM designed by Rudy Ricciotti.
|
68 |
+
|
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Early on, immigrants came to Marseille locally from the surrounding Provence region. By the 1890s immigrants came from other regions of France as well as Italy.[46] Marseille became one of Europe’s busiest port by 1900.[40] Marseille has served as a major port where immigrants from around the Mediterranean arrive.[46] Marseille continued to be multicultural. Armenians from the Ottoman empire began arriving in 1913. In the 1930s, Italians settled in Marseille. After World War II, a wave of Jewish immigrants from North Africa arrived. In 1962, a number of French colonies gained their independence, and the French citizens from Algeria, Morocco, and Tunisia arrived in Marseille.[47] The city had an economic downturn and lost many jobs. Those who could afford to move left and the poorest remained. For a while, the mafia appeared to run the city, and for a period of time the communist party was prominent.[47]
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|
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Multi-cultural Marseille can be observed by a visitor at the market at Noailles, also called Marché des Capucins, in old town near the Old Port. There, Lebanese bakeries, an African spice market, Chinese and Vietnamese groceries, fresh vegetables and fruit, shops selling couscous, shops selling Caribbean food are side by side with stalls selling shoes and clothing from around the Mediterranean. Nearby, people sell fresh fish and men from Tunisia drink tea.[47]
|
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|
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The most commonly used tarot deck takes its name from the city; it has been called the Tarot de Marseille since the 1930s—a name coined for commercial use by the French cardmaker and cartomancer Paul Marteau, owner of B–P Grimaud. Previously this deck was called Tarot italien (Italian Tarot) and even earlier it was simply called Tarot. Before being de Marseille, it was used to play the local variant of tarocchi before it became used in cartomancy at the end of the 18th century, following the trend set by Antoine Court de Gébelin. The name Tarot de Marseille (Marteau used the name ancien Tarot de Marseille) was used by contrast to other types of Tarots such as Tarot de Besançon; those names were simply associated with cities where there were many cardmakers in the 18th century (previously several cities in France were involved in cardmaking).[48]
|
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|
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Another local tradition is the making of santons, small hand-crafted figurines for the traditional Provençal Christmas creche. Since 1803, starting on the last Sunday of November, there has been a Santon Fair in Marseille; it is currently held in the Cours d'Estienne d'Orves, a large square off the Vieux-Port.
|
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|
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Marseille's main cultural attraction was, since its creation at the end of the 18th century and until the late 1970s, the Opéra. Located near the Old Port and the Canebière, at the very heart of the city, its architectural style was comparable to the classical trend found in other opera houses built at the same time in Lyon and Bordeaux. In 1919, a fire almost completely destroyed the house, leaving only the stone colonnade and peristyle from the original façade.[49][50] The classical façade was restored and the opera house reconstructed in a predominantly Art Deco style, as the result of a major competition. Currently the Opéra de Marseille stages six or seven operas each year.[51]
|
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|
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Since 1972, the Ballet national de Marseille has performed at the opera house; its director from its foundation to 1998 was Roland Petit.
|
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|
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There are several popular festivals in different neighborhoods, with concerts, animations, and outdoor bars, like the Fête du Panier in June. On 21 June, there are dozens of free concerts in the city as part of France's Fête de la Musique, featuring music from all over the world. Being free events, many Marseille residents attend.
|
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Marseille hosts a Gay Pride event in early July. In 2013, Marseille hosted Europride, an international LGBT event, 10 July–20.[52] At the beginning of July, there is the International Documentary Festival.[53]
|
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+
At the end of September, the electronic music festival Marsatac takes place.
|
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In October, the Fiesta des Suds offers many concerts of world music.[54]
|
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|
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Marseille is also well known in France for its hip hop music.[55] Bands like IAM originated from Marseille and initiated the rap phenomenon in France. Other known groups include Fonky Family, Psy 4 de la Rime (including rappers Soprano and Alonzo), and Keny Arkana.
|
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In a slightly different way, ragga music is represented by Massilia Sound System.
|
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|
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Marseille has been the setting for many films.
|
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|
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Marseille is listed as a major centre of art and history. The city has many museums and galleries and there are many ancient buildings and churches of historical interest.
|
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|
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Most of the attractions of Marseille (including shopping areas) are located in the 1st, 2nd, 6th and 7th arrondissements. These include:[66][67]
|
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+
|
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+
In addition to the two in the Centre de la Vieille Charité, described above, the main museums are:[70]
|
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+
|
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The MuCEM, Musée Regards de Provence and Villa Mediterannée, with Notre Dame de la Majeur on the right
|
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|
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The sixteenth century Maison Diamantée which houses the Musée du Vieux Marseille
|
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|
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The music room in the Grobet-Labadié museum
|
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|
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The Palais Longchamp with its monumental fountain
|
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|
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The main attractions outside the city centre include:[67]
|
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|
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+
A number of the faculties of the three universities that comprise Aix-Marseille University are located in Marseille:
|
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|
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In addition Marseille has four grandes écoles:
|
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The main French research bodies including the CNRS, INSERM and INRA are all well represented in Marseille. Scientific research is concentrated at several sites across the city, including Luminy, where there are institutes in developmental biology (the IBDML), immunology (CIML), marine sciences and neurobiology (INMED), at the CNRS Joseph Aiguier campus (a world-renowned institute of molecular and environmental microbiology) and at the Timone hospital site (known for work in medical microbiology). Marseille is also home to the headquarters of the IRD, which promotes research into questions affecting developing countries.[citation needed]
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The city is served by an international airport, Marseille Provence Airport, located in Marignane. The airport is the fifth busiest French airport, and known the 4th most important European traffic growth in 2012.[84] An extensive network of motorways connects Marseille to the north and west (A7), Aix-en-Provence in the north (A51), Toulon (A50) and the French Riviera (A8) to the east.
|
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Gare de Marseille Saint-Charles is Marseille's main railway station. It operates direct regional services to Aix-en-Provence, Briançon, Toulon, Avignon, Nice, Montpellier, Toulouse, Bordeaux, Nantes, etc. Gare Saint-Charles is also one of the main terminal stations for the TGV in the south of France making Marseille reachable in three hours from Paris (a distance of over 750 km) and just over one and a half hours from Lyon. There are also direct TGV lines to Lille, Brussels, Nantes, Geneva, Strasbourg and Frankfurt as well as Eurostar services to London (just in the summer) and Thello services to Milan (just one a day), via Nice and Genoa.
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There is a new long distance bus station adjacent to new modern extension to the Gare Saint-Charles with destinations mostly to other Bouches-du-Rhône towns, including buses to Aix-en-Provence, Cassis, La Ciotat and Aubagne. The city is also served with 11 other regional trains stations in the east and the north of the city.
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Marseille has a large ferry terminal, the Gare Maritime, with services to
|
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Corsica, Sardinia, Algeria and Tunisia.
|
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|
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Marseille is connected by the Marseille Métro train system operated by the Régie des transports de Marseille (RTM). It consists of two lines: Line 1 (blue) between Castellane and La Rose opened in 1977 and Line 2 (red) between Sainte-Marguerite-Dromel and Bougainville opened between 1984 and 1987. An extension of the Line 1 from Castellane to La Timone was completed in 1992, another extension from La Timone to La Fourragère (2.5 km (1.6 mi) and 4 new stations) was opened in May 2010. The Métro system operates on a turnstile system, with tickets purchased at the nearby adjacent automated booths. Both lines of the Métro intersect at Gare Saint-Charles and Castellane. Three bus rapid transit lines are under construction to better connect the Métro to farther places (Castellane -> Luminy; Capitaine Gèze – La Cabucelle -> Vallon des Tuves; La Rose -> Château Gombert – Saint Jérome).
|
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An extensive bus network serves the city and suburbs of Marseille, with 104 lines and 633 buses. The three lines of the tramway,[85] opened in 2007, go from the CMA CGM Tower towards Les Caillols.
|
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|
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As in many other French cities, a bike-sharing service nicknamed "Le vélo", free for trips of less than half an hour, was introduced by the city council in 2007.[86]
|
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|
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A free ferry service operates between the two opposite quays of the Old Port. From 2011 ferry shuttle services operate between the Old Port and Pointe Rouge; in spring 2013 it will also run to l'Estaque.[87] There are also ferry services and boat trips available from the Old Port to Frioul, the Calanques and Cassis.
|
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|
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The city boasts a wide variety of sports facilities and teams. The most popular team is the city's football club, Olympique de Marseille, which was the finalist of the UEFA Champions League in 1991, before winning the competition in 1993. The club also became finalists of the UEFA Europa League in 1999, 2004 and 2018. The club had a history of success under then-owner Bernard Tapie. The club's home, the Stade Vélodrome, which can seat around 67,000 people, also functions for other local sports, as well as the national rugby team. Stade Velodrome hosted a number of games during the 1998 FIFA World Cup, 2007 Rugby World Cup, and UEFA Euro 2016. The local rugby teams are Marseille XIII and Marseille Vitrolles Rugby.[citation needed]
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Marseille is famous for its important pétanque activity, it is even renowned as the pétanque capitale.[88] In 2012 Marseille hosted the Pétanque World Championship and the city hosts every year the Mondial la Marseillaise de pétanque, the main pétanque competition.
|
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|
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Sailing is a major sport in Marseille. The wind conditions allow regattas in the warm waters of the Mediterranean.[citation needed] Throughout most seasons of the year it can be windy while the sea remains smooth enough to allow sailing. Marseille has been the host of 8 (2010) Match Race France events which are part of the World Match Racing Tour. The event draws the world's best sailing teams to Marseille. The identical supplied boats (J Boats J-80 racing yachts) are raced two at a time in an on the water dogfight which tests the sailors and skippers to the limits of their physical abilities.
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Points accrued count towards the World Match Racing Tour and a place in the final event, with the overall winner taking the title ISAF World Match Racing Tour Champion. Match racing is an ideal sport for spectators in Marseille, as racing in close proximity to the shore provides excellent views. The city was also considered as a possible venue for 2007 America's Cup.[89]
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Marseille is also a place for other water sports such as windsurfing and powerboating. Marseille has three golf courses. The city has dozens of gyms and several public swimming pools. Running is also popular in many of Marseille's parks such as Le Pharo and Le Jardin Pierre Puget. An annual footrace is held between the city and neighbouring Cassis: the Marseille-Cassis Classique Internationale.[citation needed]
|
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The city has a hot-summer mediterranean climate (Köppen: Csa) with cool-mild winters with moderate rainfall and hot, mostly dry summers.[90] December, January, and February are the coldest months, averaging temperatures of around 12 °C (54 °F) during the day and 4 °C (39 °F) at night. July and August are the hottest months, averaging temperatures of around 28–30 °C (82–86 °F) during the day and 19 °C (66 °F) at night in the Marignane airport (35 km (22 mi) from Marseille) but in the city near the sea the average high temperature is 27 °C (81 °F) in July.[91]
|
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|
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Marseille is officially the sunniest major city in France with over 2,800 hours of sunshine while the average sunshine in the country is around 1,950 hours. It is also the driest major city with only 512 mm (20 in) of precipitation annually, especially thanks to the Mistral, a cold, dry wind originating in the Rhône Valley that occurs mostly in winter and spring and which generally brings clear skies and sunny weather to the region. Less frequent is the Sirocco, a hot, sand-bearing wind, coming from the Sahara Desert. Snowfalls are infrequent; over 50% of years do not experience a single snowfall.[citation needed]
|
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|
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The hottest temperature was 40.6 °C (105.1 °F) on 26 July 1983 during a great heat wave, the lowest temperature was −14.3 °C (6.3 °F) on 13 February 1929 during a strong cold wave.[92]
|
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|
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Marseille was the birthplace of:
|
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|
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Marseille is twinned with 14 cities, all of them being a port city, with the exception of Marrakech.[103]
|
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|
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In addition, Marseille has signed various types of formal agreements of cooperation with 27 cities all over the world:[104]
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Marseille (/mɑːrˈseɪ/ mar-SAY, also spelled in English as Marseilles; French: [maʁsɛj] (listen), locally [maʁˈsɛjə] (listen); Occitan: Marselha [maʀˈsejɔ, -ˈsijɔ]) is the prefecture of the department of Bouches-du-Rhône and region of Provence-Alpes-Côte d'Azur in France. It is located on the Mediterranean coast near the mouth of the Rhône. Marseille is the second largest city in France, covering an area of 241 km2 (93 sq mi) and had a population of 870,018 in 2016.[5] Its metropolitan area, which extends over 3,173 km2 (1,225 sq mi) is the third-largest in France after those of Paris and Lyon, with a population of 1,831,500 as of 2010.[3]
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It was known to the ancient Greeks as Massalia (Greek: Μασσαλία, romanized: Massalía) and Romans as Massilia.[6][7] Marseille is now France's largest city on the Mediterranean coast and the largest port for commerce, freight and cruise ships. The city was European Capital of Culture in 2013 and European Capital of Sport in 2017; it hosted matches at the 1998 World Cup and Euro 2016. It is home to Aix-Marseille University.
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Marseille is the second-largest metropolitan area in France after Paris. To the east, starting in the small fishing village of Callelongue on the outskirts of Marseille and stretching as far as Cassis, are the Calanques, a rugged coastal area interspersed with small fjord-like inlets. Farther east still are the Sainte-Baume (a 1,147 m (3,763 ft) mountain ridge rising from a forest of deciduous trees), the city of Toulon and the French Riviera. To the north of Marseille, beyond the low Garlaban and Etoile mountain ranges, is the 1,011 m (3,317 ft) Mont Sainte Victoire. To the west of Marseille is the former artists' colony of l'Estaque; farther west are the Côte Bleue, the Gulf of Lion and the Camargue region in the Rhône delta. The airport lies to the north west of the city at Marignane on the Étang de Berre.[8]
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The city's main thoroughfare (the wide boulevard called the Canebière) stretches eastward from the Old Port to the Réformés quarter. Two large forts flank the entrance to the Old Port—Fort Saint-Nicolas on the south side and Fort Saint-Jean on the north. Farther out in the Bay of Marseille is the Frioul archipelago which comprises four islands, one of which, If, is the location of Château d'If, made famous by the Dumas novel The Count of Monte Cristo. The main commercial centre of the city intersects with the Canebière at Rue St Ferréol and the Centre Bourse (one of the city's main shopping malls). The centre of Marseille has several pedestrianised zones, most notably Rue St Ferréol, Cours Julien near the Music Conservatory, the Cours Honoré-d'Estienne-d'Orves off the Old Port and the area around the Hôtel de Ville. To the south east of central Marseille in the 6th arrondissement are the Prefecture and the monumental fountain of Place Castellane, an important bus and metro interchange. To the south west are the hills of the 7th and 8th arrondissements, dominated by the basilica of Notre-Dame de la Garde. Marseille's main railway station—Gare de Marseille Saint-Charles—is north of the Centre Bourse in the 1st arrondissement; it is linked by the Boulevard d'Athènes to the Canebière.[8]
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Marseille was a Gauls port center that became the Greek colony of Massalia circa 600 BC, and was populated by Greeks settlers from Phocaea (modern Foça, Turkey). It became the preeminent Greek polis in the Hellenized region of southern Gaul.[9] The city-state sided with the Roman Republic against Carthage during the Second Punic War (218–201 BC), retaining its independence and commercial empire throughout the western Mediterranean even as Rome expanded into Western Europe and North Africa. However, the city lost its independence following the Roman Siege of Massilia in 49 BC, during Caesar's Civil War, in which Massalia sided with the exiled faction at war with Julius Caesar. Afterward the Gallo-Roman culture was initiated.
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Marseille continued to prosper as a Gallo-Roman city, becoming an early center of Christianity during the Western Roman Empire. The city maintained its position as a premier maritime trading hub even after its capture by the Visigoths in the 5th century AD, although the city went into decline following the sack of 739 AD by the forces of Charles Martel. It became part of the County of Provence during the 10th century, although its renewed prosperity was curtailed by the Black Death of the 14th century and sack of the city by the Crown of Aragon in 1423. The city's fortunes rebounded with the ambitious building projects of René of Anjou, Count of Provence, who strengthened the city's fortifications during the mid-15th century. During the 16th century the city hosted a naval fleet with the combined forces of the Franco-Ottoman alliance, which threatened the ports and navies of Genoa and the Holy Roman Empire.
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Marseille lost a significant portion of its population during the Great Plague of Marseille in 1720, but the population had recovered by mid-century. In 1792 the city became a focal point of the French Revolution and though France's national anthem was born in Strasbourg, it was first sang in Paris by volunteers from Marseille, hence the name the crowd gave it: La Marseillaise. The Industrial Revolution and establishment of the French Empire during the 19th century allowed for further expansion of the city, although it was occupied by the German Wehrmacht in November 1942 and subsequently heavily damaged during World War II. The city has since become a major center for immigrant communities from former French colonies, such as French Algeria.
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Marseille is a major French centre for trade and industry, with excellent transportation infrastructure (roads, sea port and airport). Marseille Provence Airport is the fourth largest in France. In May 2005, the French financial magazine L'Expansion named Marseille the most dynamic of France's large cities, citing figures showing that 7,200 companies had been created in the city since 2000.[10] Marseille is also France's second largest research centre with 3,000 research scientists within Aix Marseille University.[citation needed]
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As of 2014[update], the Marseille metropolitan area had a GDP amounting to $60.3 billion, or $36,127 per capita (purchasing power parity).[11]
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Historically, the economy of Marseille was dominated by its role as a port of the French Empire, linking the North African colonies of Algeria, Morocco and Tunisia with Metropolitan France. The Old Port was replaced as the main port for trade by the Port de la Joliette during the Second Empire and now contains restaurants, offices, bars and hotels and functions mostly as a private marina. The majority of the port and docks, which experienced decline in the 1970s after the oil crisis, have been recently redeveloped with funds from the European Union. Fishing remains important in Marseille and the food economy of Marseille is fed by the local catch; a daily fish market is still held on the Quai des Belges of the Old Port.
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The economy of Marseille and its region is still linked to its commercial port, the first French port and the fifth European port by cargo tonnage, which lies north of the Old Port and eastern in Fos-sur-Mer. Some 45,000 jobs are linked to the port activities and it represents 4 billion euros added value to the regional economy.[12] 100 million tons of freight pass annually through the port, 60% of which is petroleum, making it number one in France and the Mediterranean and number three in Europe. However, in the early 2000s, the growth in container traffic was being stifled by the constant strikes and social upheaval.[13] The port is among the 20th firsts in Europe for container traffic with 1,062,408 TEU and new infrastructures have already raised the capacity to 2M TEU.[14] Petroleum refining and shipbuilding are the principal industries, but chemicals, soap, glass, sugar, building materials, plastics, textiles, olive oil, and processed foods are also important products.[citation needed] Marseille is connected with the Rhône via a canal and thus has access to the extensive waterway network of France. Petroleum is shipped northward to the Paris basin by pipeline. The city also serves as France's leading centre of oil refining.
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In recent years, the city has also experienced a large growth in service sector employment and a switch from light manufacturing to a cultural, high-tech economy.[citation needed] The Marseille region is home to thousands of companies, 90% of which are small and medium enterprises with less than 500 employees.[15][full citation needed] Among the most famous ones are CMA CGM, container-shipping giant; Compagnie maritime d'expertises (Comex), world leader in sub-sea engineering and hydraulic systems; Airbus Helicopters, an Airbus division; Azur Promotel, an active real estate development company; La Provence, the local daily newspaper; RTM, Marseille's public transport company; and Société Nationale Maritime Corse Méditerranée (SNCM), a major operator in passenger, vehicle and freight transportation in the Western Mediterranean. The urban operation Euroméditerranée has developed a large offer of offices and thus Marseille hosts one of the main business district in France.
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Marseille is the home of three main technopoles: Château-Gombert (technological innovations), Luminy (biotechnology) and La Belle de Mai (17,000 sq.m. of offices dedicated to multimedia activities).[16][17]
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The port is also an important arrival base for millions of people each year, with 2.4 million including 890,100 from cruise ships.[12]
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With its beaches, history, architecture and culture (24 museums and 42 theatres), Marseille is one of the most visited cities in France, with 4.1 million visitors in 2012.[18]
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Marseille is ranked 86th in the world for business tourism and events, advancing from the 150th spot one year before.[citation needed] The number of congress days hosted on its territory increased from 109,000 in 1996 to almost 300,000 in 2011.[citation needed]
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They take place in three main sites, the Palais du Pharo, Palais des Congrès et des Expositions (Parc Chanot) and World Trade Center.[19] In 2012 Marseille hosted the World Water Forum.
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Several urban projects have been developed to make Marseille attractive. Thus new parks, museums, public spaces and real estate projects aim to improve the city's quality of life (Parc du 26e Centenaire, Old Port of Marseille,[20] numerous places in Euroméditerranée) to attract firms and people. Marseille municipality acts to develop Marseille as a regional nexus for entertainment in the south of France with high concentration of museums, cinemas, theatres, clubs, bars, restaurants, fashion shops, hotels, and art galleries.
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Unemployment in the economy fell from 20% in 1995 to 14% in 2004.[21] However, Marseille unemployment rate remains higher than the national average. In some parts of Marseille, youth unemployment is reported to be as high as 40%.[22]
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The city of Marseille is divided into 16 municipal arrondissements, which are themselves informally divided into 111 neighbourhoods (French: quartiers). The arrondissements are regrouped in pairs, into 8 sectors, each with a mayor and council (like the arrondissements in Paris and Lyon).[23] Municipal elections are held every six years and are carried out by sector. There are 303 councilmembers in total, two-thirds sitting in the sector councils and one third in the city council.
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The 9th arrondissement of Marseille is the largest in terms of area because it comprises parts of Calanques National Park. With a population of 89,316 (2007), the 13th arrondissement of Marseille is the most populous one.
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From 1950 to the mid-1990s, Marseille was a Socialist (PS) and Communist (PCF) stronghold. Gaston Defferre (PS) was consecutively reelected six times as Mayor of Marseille from 1953 until his death in 1986. He was succeeded by Robert Vigouroux of the European Democratic and Social Rally (RDSE). Jean-Claude Gaudin of the right-wing UMP was elected Mayor of Marseille in 1995. Gaudin was reelected in 2001, 2008 and 2014.
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In recent years, the Communist Party has lost most of its strength in the northern boroughs of the city, whereas the National Front has received significant support. At the last municipal election in 2014, Marseille was divided between the northern arrondissements dominated by the left (PS) and far-right (FN) and the southern part of town dominated by the right-wing (UMP). Marseille is also divided in twelve cantons, each of them sending two members to the Departmental Council of the Bouches-du-Rhône department.
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Because of its pre-eminence as a Mediterranean port, Marseille has always been one of the main gateways into France. This has attracted many immigrants and made Marseille a cosmopolitan melting pot. By the end of the 18th century about half the population originated from elsewhere in Provence mostly and also from southern France.[24][25][page needed]
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Economic conditions and political unrest in Europe and the rest of the world brought several other waves of immigrants during the 20th century: Greeks and Italians started arriving at the end of the 19th century and in the first half of the 20th century, up to 40% of the city's population was of Italian origin;[26] Russians in 1917; Armenians in 1915 and 1923; Vietnamese in the 1920s, 1954 and after 1975;[27] Corsicans during the 1920s and 1930s; Spanish after 1936; Maghrebis (both Arab and Berber) in the inter-war period; Sub-Saharan Africans after 1945; Maghrebi Jews in the 1950s and 1960s; the Pieds-Noirs from the former French Algeria in 1962; and then from Comoros. In 2006, it was reported that 70,000 city residents were considered to be of Maghrebi origin, mostly from Algeria. The second largest group in Marseille in terms of single nationalities were from the Comoros, amounting to some 45,000 people.[26]
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Currently, over one third of the population of Marseille can trace their roots back to Italy.[28] Marseille also has the second-largest Corsican and Armenian populations of France. Other significant communities include Maghrebis, Turks, Comorians, Chinese, and Vietnamese.[29]
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In 1999, in several arrondissements, about 40% of the young people under 18 were of Maghrebi origin (at least one immigrant parent).[30]
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Since 2013 a significant number of Eastern European immigrants have settled in Marseille, attracted by better job opportunities and the good climate of this Mediterranean city. The main nationalities of the immigrants are Romanians and Poles.[31]
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2 An immigrant is a person born in a foreign country not having French citizenship at birth. Note that an immigrant may have acquired French citizenship since moving to France, but is still considered an immigrant in French statistics. On the other hand, persons born in France with foreign citizenship (the children of immigrants) are not listed as immigrants.
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According to data from 2010, major religious communities in Marseille include:
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Marseille is a city that has its own unique culture and is proud of its differences from the rest of France.[35] Today it is a regional centre for culture and entertainment with an important opera house, historical and maritime museums, five art galleries and numerous cinemas, clubs, bars and restaurants.
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Marseille has a large number of theatres, including La Criée, Le Gymnase and the Théâtre Toursky. There is also an extensive arts centre in La Friche, a former match factory behind the Saint-Charles station. The Alcazar, until the 1960s a well known music hall and variety theatre, has recently been completely remodelled behind its original façade and now houses the central municipal library.[36] Other music venues in Marseille include Le Silo (also a theatre) and GRIM.
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Marseille has also been important in the arts. It has been the birthplace and home of many French writers and poets, including Victor Gélu [fr], Valère Bernard, Pierre Bertas,[37] Edmond Rostand and André Roussin. The small port of l'Estaque on the far end of the Bay of Marseille became a favourite haunt for artists, including Auguste Renoir, Paul Cézanne (who frequently visited from his home in Aix), Georges Braque and Raoul Dufy.
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Rich and poor neighborhoods exist side-by-side. Although the city is not without crime, Marseille has a larger degree of multicultural tolerance. Urban geographers[38] say the city's geography, being surrounded by mountains, helps explain why Marseille does not have the same problems as Paris. In Paris, ethnic areas are segregated and concentrated in the periphery of the city. Residents of Marseille are of diverse origins, yet appear to share a similar particular identity.[39][40] An example is how Marseille responded in 2005, when ethnic populations living in other French cities' suburbs rioted, but Marseille remained relatively calm.[41]
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Marseille served as the European Capital of Culture for 2013 along with Košice.[42] It was chosen to give a 'human face' to the European Union to celebrate cultural diversity and to increase understanding between Europeans.[43] One of the intentions of highlighting culture is to help reposition Marseille internationally, stimulate the economy, and help to build better interconnection between groups.[44] Marseille-Provence 2013 (MP2013) featured more than 900 cultural events held throughout Marseille and the surrounding communities. These cultural events generated more than 11 million visits.[45] The European Capital of Culture was also the occasion to unveil more than 600 million euros in new cultural infrastructure in Marseille and its environs, including the MuCEM designed by Rudy Ricciotti.
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Early on, immigrants came to Marseille locally from the surrounding Provence region. By the 1890s immigrants came from other regions of France as well as Italy.[46] Marseille became one of Europe’s busiest port by 1900.[40] Marseille has served as a major port where immigrants from around the Mediterranean arrive.[46] Marseille continued to be multicultural. Armenians from the Ottoman empire began arriving in 1913. In the 1930s, Italians settled in Marseille. After World War II, a wave of Jewish immigrants from North Africa arrived. In 1962, a number of French colonies gained their independence, and the French citizens from Algeria, Morocco, and Tunisia arrived in Marseille.[47] The city had an economic downturn and lost many jobs. Those who could afford to move left and the poorest remained. For a while, the mafia appeared to run the city, and for a period of time the communist party was prominent.[47]
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Multi-cultural Marseille can be observed by a visitor at the market at Noailles, also called Marché des Capucins, in old town near the Old Port. There, Lebanese bakeries, an African spice market, Chinese and Vietnamese groceries, fresh vegetables and fruit, shops selling couscous, shops selling Caribbean food are side by side with stalls selling shoes and clothing from around the Mediterranean. Nearby, people sell fresh fish and men from Tunisia drink tea.[47]
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The most commonly used tarot deck takes its name from the city; it has been called the Tarot de Marseille since the 1930s—a name coined for commercial use by the French cardmaker and cartomancer Paul Marteau, owner of B–P Grimaud. Previously this deck was called Tarot italien (Italian Tarot) and even earlier it was simply called Tarot. Before being de Marseille, it was used to play the local variant of tarocchi before it became used in cartomancy at the end of the 18th century, following the trend set by Antoine Court de Gébelin. The name Tarot de Marseille (Marteau used the name ancien Tarot de Marseille) was used by contrast to other types of Tarots such as Tarot de Besançon; those names were simply associated with cities where there were many cardmakers in the 18th century (previously several cities in France were involved in cardmaking).[48]
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Another local tradition is the making of santons, small hand-crafted figurines for the traditional Provençal Christmas creche. Since 1803, starting on the last Sunday of November, there has been a Santon Fair in Marseille; it is currently held in the Cours d'Estienne d'Orves, a large square off the Vieux-Port.
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Marseille's main cultural attraction was, since its creation at the end of the 18th century and until the late 1970s, the Opéra. Located near the Old Port and the Canebière, at the very heart of the city, its architectural style was comparable to the classical trend found in other opera houses built at the same time in Lyon and Bordeaux. In 1919, a fire almost completely destroyed the house, leaving only the stone colonnade and peristyle from the original façade.[49][50] The classical façade was restored and the opera house reconstructed in a predominantly Art Deco style, as the result of a major competition. Currently the Opéra de Marseille stages six or seven operas each year.[51]
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Since 1972, the Ballet national de Marseille has performed at the opera house; its director from its foundation to 1998 was Roland Petit.
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There are several popular festivals in different neighborhoods, with concerts, animations, and outdoor bars, like the Fête du Panier in June. On 21 June, there are dozens of free concerts in the city as part of France's Fête de la Musique, featuring music from all over the world. Being free events, many Marseille residents attend.
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Marseille hosts a Gay Pride event in early July. In 2013, Marseille hosted Europride, an international LGBT event, 10 July–20.[52] At the beginning of July, there is the International Documentary Festival.[53]
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At the end of September, the electronic music festival Marsatac takes place.
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In October, the Fiesta des Suds offers many concerts of world music.[54]
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Marseille is also well known in France for its hip hop music.[55] Bands like IAM originated from Marseille and initiated the rap phenomenon in France. Other known groups include Fonky Family, Psy 4 de la Rime (including rappers Soprano and Alonzo), and Keny Arkana.
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In a slightly different way, ragga music is represented by Massilia Sound System.
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Marseille has been the setting for many films.
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Marseille is listed as a major centre of art and history. The city has many museums and galleries and there are many ancient buildings and churches of historical interest.
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Most of the attractions of Marseille (including shopping areas) are located in the 1st, 2nd, 6th and 7th arrondissements. These include:[66][67]
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In addition to the two in the Centre de la Vieille Charité, described above, the main museums are:[70]
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The MuCEM, Musée Regards de Provence and Villa Mediterannée, with Notre Dame de la Majeur on the right
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The sixteenth century Maison Diamantée which houses the Musée du Vieux Marseille
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The music room in the Grobet-Labadié museum
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The Palais Longchamp with its monumental fountain
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The main attractions outside the city centre include:[67]
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A number of the faculties of the three universities that comprise Aix-Marseille University are located in Marseille:
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In addition Marseille has four grandes écoles:
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The main French research bodies including the CNRS, INSERM and INRA are all well represented in Marseille. Scientific research is concentrated at several sites across the city, including Luminy, where there are institutes in developmental biology (the IBDML), immunology (CIML), marine sciences and neurobiology (INMED), at the CNRS Joseph Aiguier campus (a world-renowned institute of molecular and environmental microbiology) and at the Timone hospital site (known for work in medical microbiology). Marseille is also home to the headquarters of the IRD, which promotes research into questions affecting developing countries.[citation needed]
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The city is served by an international airport, Marseille Provence Airport, located in Marignane. The airport is the fifth busiest French airport, and known the 4th most important European traffic growth in 2012.[84] An extensive network of motorways connects Marseille to the north and west (A7), Aix-en-Provence in the north (A51), Toulon (A50) and the French Riviera (A8) to the east.
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Gare de Marseille Saint-Charles is Marseille's main railway station. It operates direct regional services to Aix-en-Provence, Briançon, Toulon, Avignon, Nice, Montpellier, Toulouse, Bordeaux, Nantes, etc. Gare Saint-Charles is also one of the main terminal stations for the TGV in the south of France making Marseille reachable in three hours from Paris (a distance of over 750 km) and just over one and a half hours from Lyon. There are also direct TGV lines to Lille, Brussels, Nantes, Geneva, Strasbourg and Frankfurt as well as Eurostar services to London (just in the summer) and Thello services to Milan (just one a day), via Nice and Genoa.
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There is a new long distance bus station adjacent to new modern extension to the Gare Saint-Charles with destinations mostly to other Bouches-du-Rhône towns, including buses to Aix-en-Provence, Cassis, La Ciotat and Aubagne. The city is also served with 11 other regional trains stations in the east and the north of the city.
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Marseille has a large ferry terminal, the Gare Maritime, with services to
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Corsica, Sardinia, Algeria and Tunisia.
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Marseille is connected by the Marseille Métro train system operated by the Régie des transports de Marseille (RTM). It consists of two lines: Line 1 (blue) between Castellane and La Rose opened in 1977 and Line 2 (red) between Sainte-Marguerite-Dromel and Bougainville opened between 1984 and 1987. An extension of the Line 1 from Castellane to La Timone was completed in 1992, another extension from La Timone to La Fourragère (2.5 km (1.6 mi) and 4 new stations) was opened in May 2010. The Métro system operates on a turnstile system, with tickets purchased at the nearby adjacent automated booths. Both lines of the Métro intersect at Gare Saint-Charles and Castellane. Three bus rapid transit lines are under construction to better connect the Métro to farther places (Castellane -> Luminy; Capitaine Gèze – La Cabucelle -> Vallon des Tuves; La Rose -> Château Gombert – Saint Jérome).
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An extensive bus network serves the city and suburbs of Marseille, with 104 lines and 633 buses. The three lines of the tramway,[85] opened in 2007, go from the CMA CGM Tower towards Les Caillols.
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As in many other French cities, a bike-sharing service nicknamed "Le vélo", free for trips of less than half an hour, was introduced by the city council in 2007.[86]
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A free ferry service operates between the two opposite quays of the Old Port. From 2011 ferry shuttle services operate between the Old Port and Pointe Rouge; in spring 2013 it will also run to l'Estaque.[87] There are also ferry services and boat trips available from the Old Port to Frioul, the Calanques and Cassis.
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The city boasts a wide variety of sports facilities and teams. The most popular team is the city's football club, Olympique de Marseille, which was the finalist of the UEFA Champions League in 1991, before winning the competition in 1993. The club also became finalists of the UEFA Europa League in 1999, 2004 and 2018. The club had a history of success under then-owner Bernard Tapie. The club's home, the Stade Vélodrome, which can seat around 67,000 people, also functions for other local sports, as well as the national rugby team. Stade Velodrome hosted a number of games during the 1998 FIFA World Cup, 2007 Rugby World Cup, and UEFA Euro 2016. The local rugby teams are Marseille XIII and Marseille Vitrolles Rugby.[citation needed]
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Marseille is famous for its important pétanque activity, it is even renowned as the pétanque capitale.[88] In 2012 Marseille hosted the Pétanque World Championship and the city hosts every year the Mondial la Marseillaise de pétanque, the main pétanque competition.
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Sailing is a major sport in Marseille. The wind conditions allow regattas in the warm waters of the Mediterranean.[citation needed] Throughout most seasons of the year it can be windy while the sea remains smooth enough to allow sailing. Marseille has been the host of 8 (2010) Match Race France events which are part of the World Match Racing Tour. The event draws the world's best sailing teams to Marseille. The identical supplied boats (J Boats J-80 racing yachts) are raced two at a time in an on the water dogfight which tests the sailors and skippers to the limits of their physical abilities.
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Points accrued count towards the World Match Racing Tour and a place in the final event, with the overall winner taking the title ISAF World Match Racing Tour Champion. Match racing is an ideal sport for spectators in Marseille, as racing in close proximity to the shore provides excellent views. The city was also considered as a possible venue for 2007 America's Cup.[89]
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Marseille is also a place for other water sports such as windsurfing and powerboating. Marseille has three golf courses. The city has dozens of gyms and several public swimming pools. Running is also popular in many of Marseille's parks such as Le Pharo and Le Jardin Pierre Puget. An annual footrace is held between the city and neighbouring Cassis: the Marseille-Cassis Classique Internationale.[citation needed]
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The city has a hot-summer mediterranean climate (Köppen: Csa) with cool-mild winters with moderate rainfall and hot, mostly dry summers.[90] December, January, and February are the coldest months, averaging temperatures of around 12 °C (54 °F) during the day and 4 °C (39 °F) at night. July and August are the hottest months, averaging temperatures of around 28–30 °C (82–86 °F) during the day and 19 °C (66 °F) at night in the Marignane airport (35 km (22 mi) from Marseille) but in the city near the sea the average high temperature is 27 °C (81 °F) in July.[91]
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Marseille is officially the sunniest major city in France with over 2,800 hours of sunshine while the average sunshine in the country is around 1,950 hours. It is also the driest major city with only 512 mm (20 in) of precipitation annually, especially thanks to the Mistral, a cold, dry wind originating in the Rhône Valley that occurs mostly in winter and spring and which generally brings clear skies and sunny weather to the region. Less frequent is the Sirocco, a hot, sand-bearing wind, coming from the Sahara Desert. Snowfalls are infrequent; over 50% of years do not experience a single snowfall.[citation needed]
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The hottest temperature was 40.6 °C (105.1 °F) on 26 July 1983 during a great heat wave, the lowest temperature was −14.3 °C (6.3 °F) on 13 February 1929 during a strong cold wave.[92]
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Marseille was the birthplace of:
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Marseille is twinned with 14 cities, all of them being a port city, with the exception of Marrakech.[103]
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In addition, Marseille has signed various types of formal agreements of cooperation with 27 cities all over the world:[104]
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Mars is a planet in the Solar System.
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Mars also commonly refers to:
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Mars may also refer to:
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March is the third month of the year and named after Mars in both the Julian and Gregorian calendars. It is the second of seven months to have a length of 31 days. In the Northern Hemisphere, the meteorological beginning of spring occurs on the first day of March. The March equinox on the 20 or 21 marks the astronomical beginning of spring in the Northern Hemisphere and the beginning of autumn in the Southern Hemisphere, where September is the seasonal equivalent of the Northern Hemisphere's March.
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March begins on the same day of the week as November and ends on the same day of the week as June every year. It begins on the same day of the week as February in common years only. In years preceding common years, it begins and ends on the same day of the week as August of the following year and ends on the same day of the week as November of the following year and in leap years, it begins and ends on the same day of the week as May of the following year. In common years, it begins on the same day of the week as June of the previous year and in leap years, September and December of the previous year. In common years, March ends on the same day of the week as September of the previous year and in leap years, April and December of the previous year.[1]
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The name of March comes from Martius, the first month of the earliest Roman calendar. It was named after Mars, the Roman god of war, and an ancestor of the Roman people through his sons Romulus and Remus. His month Martius was the beginning of the season for warfare,[2] and the festivals held in his honor during the month were mirrored by others in October, when the season for these activities came to a close.[3] Martius remained the first month of the Roman calendar year perhaps as late as 153 BC,[4] and several religious observances in the first half of the month were originally new year's celebrations.[5] Even in late antiquity, Roman mosaics picturing the months sometimes still placed March first.[6]
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March 1 began the numbered year in Russia until the end of the 15th century. Great Britain and its colonies continued to use March 25 until 1752, when they finally adopted the Gregorian calendar (the fiscal year in the UK continues to begin on 6 April, initially identical to 25 March in the former Julian calendar). Many other cultures and religions still celebrate the beginning of the New Year in March.
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March is the first month of spring in the Northern Hemisphere (North America, Europe, Asia and part of Africa) and the first month of fall or autumn in the Southern Hemisphere (South America, part of Africa, and Oceania).
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Ancient Roman observances celebrated in March include Agonium Martiale, celebrated on March 1, March 14, and March 17, Matronalia, celebrated on March 1, Junonalia, celebrated on March 7, Equirria, celebrated on March 14, Mamuralia, celebrated on either March 14 or March 15, Hilaria on March 15 and then through March 22–28, Argei, celebrated on March 16–17, Liberalia and Bacchanalia, celebrated March 17, Quinquatria, celebrated March 19–23, and Tubilustrium, celebrated March 23. These dates do not correspond to the modern Gregorian calendar.
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In Finnish, the month is called maaliskuu, which is believed to originate from maallinen kuu, during March, earth finally becomes visible under the snow (other etymological theories have however been put forward). In Ukrainian, the month is called березень/berezenʹ, meaning birch tree, and březen in Czech. Historical names for March include the Saxon Lentmonat, named after the March equinox and gradual lengthening of days, and the eventual namesake of Lent. Saxons also called March Rhed-monat or Hreth-monath (deriving from their goddess Rhedam/Hreth), and Angles called it Hyld-monath.
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In Slovene, the traditional name is sušec, meaning the month when the earth becomes dry enough so that it is possible to cultivate it. The name was first written in 1466 in the Škofja Loka manuscript. Other names were used too, for example brezen and breznik, "the month of birches".[7] The Turkish word Mart is given after the name of Mars the god.
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This list does not necessarily imply either official status nor general observance.
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(All Baha'i, Islamic, and Jewish observances begin at the sundown prior to the date listed, and end at sundown of the date in question unless otherwise noted.)
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In ancient Roman religion and myth, Mars (Latin: Mārs, pronounced [maːrs]) was the god of war and also an agricultural guardian, a combination characteristic of early Rome.[2] He was the son of Jupiter and he was the most prominent of the military gods in the religion of the Roman army. Most of his festivals were held in March, the month named for him (Latin Martius), and in October, which began the season for military campaigning and ended the season for farming.
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Under the influence of Greek culture, Mars was identified with the Greek god Ares,[3] whose myths were reinterpreted in Roman literature and art under the name of Mars. But the character and dignity of Mars differed in fundamental ways from that of his Greek counterpart, who is often treated with contempt and revulsion in Greek literature.[4] Mars' altar in the Campus Martius, the area of Rome that took its name from him, was supposed to have been dedicated by Numa, the peace-loving semi-legendary second king of Rome. Although the center of Mars' worship was originally located outside the sacred boundary of Rome (pomerium), Augustus made the god a renewed focus of Roman religion by establishing the Temple of Mars Ultor in his new forum.[5]
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Although Ares was viewed primarily as a destructive and destabilizing force, Mars represented military power as a way to secure peace, and was a father (pater) of the Roman people.[6] In the mythic genealogy and founding myths of Rome, Mars was the father of Romulus and Remus with Rhea Silvia. His love affair with Venus symbolically reconciled the two different traditions of Rome's founding; Venus was the divine mother of the hero Aeneas, celebrated as the Trojan refugee who "founded" Rome several generations before Romulus laid out the city walls.
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The importance of Mars in establishing religious and cultural identity within the Roman Empire is indicated by the vast number of inscriptions identifying him with a local deity, particularly in the Western provinces.
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The word Mārs (genitive Mārtis),[7] which in Old Latin and poetic usage also appears as Māvors (Māvortis),[8] is cognate with Oscan Māmers (Māmertos).[9] The oldest recorded Latin form, Mamart-, is likely of foreign origin.[10] It has been explained as deriving from Maris, the name of an Etruscan child-god, though this is not universally agreed upon.[11] Scholars have varying views on whether the two gods are related, and if so how.[12] Latin adjectives from the name of Mars are martius and martialis, from which derive English "martial" (as in "martial arts" or "martial law") and personal names such as "Martin".[13][14]
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Mars may ultimately be a thematic reflex of the Proto-Indo-European god Perkwunos, having originally a thunderer character.[15]
|
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Deified emperors:
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Like Ares who was the son of Zeus and Hera,[16] Mars is usually considered to be the son of Jupiter and Juno. However, in a version of his birth given by Ovid, he was the son of Juno alone. Jupiter had usurped the mother's function when he gave birth to Minerva directly from his forehead (or mind); to restore the balance, Juno sought the advice of the goddess Flora on how to do the same. Flora obtained a magic flower (Latin flos, plural flores, a masculine word) and tested it on a heifer who became fecund at once. She then plucked a flower ritually using her thumb, touched Juno's belly, and impregnated her. Juno withdrew to Thrace and the shore of Marmara for the birth.[17]
|
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|
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Ovid tells this story in the Fasti, his long-form poetic work on the Roman calendar.[17] It may explain why the Matronalia, a festival celebrated by married women in honor of Juno as a goddess of childbirth, occurred on the first day of Mars' month, which is also marked on a calendar from late antiquity as the birthday of Mars. In the earliest Roman calendar, March was the first month, and the god would have been born with the new year.[18] Ovid is the only source for the story. He may be presenting a literary myth of his own invention, or an otherwise unknown archaic Italic tradition; either way, in choosing to include the story, he emphasizes that Mars was connected to plant life and was not alienated from female nurture.[19]
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The consort of Mars was Nerio or Neriene, "Valor." She represents the vital force (vis), power (potentia) and majesty (maiestas) of Mars.[20] Her name was regarded as Sabine in origin and is equivalent to Latin virtus, "manly virtue" (from vir, "man").[21] In the early 3rd century BCE, the comic playwright Plautus has a reference to Mars greeting Nerio, his wife.[22] A source from late antiquity says that Mars and Neriene were celebrated together at a festival held on March 23.[23] In the later Roman Empire, Neriene came to be identified with Minerva.[24]
|
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|
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Nerio probably originates as a divine personification of Mars' power, as such abstractions in Latin are generally feminine. Her name appears with that of Mars in an archaic prayer invoking a series of abstract qualities, each paired with the name of a deity. The influence of Greek mythology and its anthropomorphic gods may have caused Roman writers to treat these pairs as "marriages."[25]
|
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The union of Venus and Mars held greater appeal for poets and philosophers, and the couple were a frequent subject of art. In Greek myth, the adultery of Ares and Aphrodite had been exposed to ridicule when her husband Hephaestus (whose Roman equivalent was Vulcan) caught them in the act by means of a magical snare. Although not originally part of the Roman tradition, in 217 BCE Venus and Mars were presented as a complementary pair in the lectisternium, a public banquet at which images of twelve major gods of the Roman state were presented on couches as if present and participating.[26]
|
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Scenes of Venus and Mars in Roman art often ignore the adulterous implications of their union, and take pleasure in the good-looking couple attended by Cupid or multiple Loves (amores). Some scenes may imply marriage,[27] and the relationship was romanticized in funerary or domestic art in which husbands and wives had themselves portrayed as the passionate divine couple.[28]
|
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The uniting of deities representing Love and War lent itself to allegory, especially since the lovers were the parents of Concordia.[citation needed] The Renaissance philosopher Marsilio Ficino notes that "only Venus dominates Mars, and he never dominates her".[29] In ancient Roman and Renaissance art, Mars is often shown disarmed and relaxed, or even sleeping, but the extramarital nature of their affair can also suggest that this peace is impermanent.[30]
|
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+
|
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Virility as a kind of life force (vis) or virtue (virtus) is an essential characteristic of Mars.[31] As an agricultural guardian, he directs his energies toward creating conditions that allow crops to grow, which may include warding off hostile forces of nature.[32]
|
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|
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The priesthood of the Arval Brothers called on Mars to drive off "rust" (lues), with its double meaning of wheat fungus and the red oxides that affect metal, a threat to both iron farm implements and weaponry. In the surviving text of their hymn, the Arval Brothers invoked Mars as ferus, "savage" or "feral" like a wild animal.[33]
|
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|
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Mars' potential for savagery is expressed in his obscure connections to the wild woodlands, and he may even have originated as a god of the wild, beyond the boundaries set by humans, and thus a force to be propitiated.[34] In his book on farming, Cato invokes Mars Silvanus for a ritual to be carried out in silva, in the woods, an uncultivated place that if not held within bounds can threaten to overtake the fields needed for crops.[35] Mars' character as an agricultural god may derive solely from his role as a defender and protector,[36] or may be inseparable from his warrior nature,[37] as the leaping of his armed priests the Salii was meant to quicken the growth of crops.[38]
|
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|
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It appears that Mars was originally a thunderer or storm deity, which explains some of his mixed traits in regards to fertility.[15] This role was later taken in the Roman pantheon by several other gods, such as Summanus or Jupiter.
|
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The wild animals most sacred to Mars were the woodpecker, the wolf, and the bear, which in the natural lore of the Romans were said always to inhabit the same foothills and woodlands.[39]
|
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|
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Plutarch notes that the woodpecker (picus) is sacred to Mars because "it is a courageous and spirited bird and has a beak so strong that it can overturn oaks by pecking them until it has reached the inmost part of the tree."[40] As the beak of the picus Martius contained the god's power to ward off harm, it was carried as a magic charm to prevent bee stings and leech bites.[41] The bird of Mars also guarded a woodland herb (paeonia) used for treatment of the digestive or female reproductive systems; those who sought to harvest it were advised to do so by night, lest the woodpecker jab out their eyes.[42] The picus Martius seems to have been a particular species, but authorities differ on which one: perhaps Picus viridis[43] or Dryocopus martius.[44]
|
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The woodpecker was revered by the Latin peoples, who abstained from eating its flesh.[45] It was one of the most important birds in Roman and Italic augury, the practice of reading the will of the gods through watching the sky for signs.[46] The mythological figure named Picus had powers of augury that he retained when he was transformed into a woodpecker; in one tradition, Picus was the son of Mars.[47] The Umbrian cognate peiqu also means "woodpecker," and the Italic Picenes were supposed to have derived their name from the picus who served as their guide animal during a ritual migration (ver sacrum) undertaken as a rite of Mars.[48] In the territory of the Aequi, another Italic people, Mars had an oracle of great antiquity where the prophecies were supposed to be spoken by a woodpecker perched on a wooden column.[49]
|
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Mars' association with the wolf is familiar from what may be the most famous of Roman myths, the story of how a she-wolf (lupa) suckled his infant sons when they were exposed by order of King Amulius, who feared them because he had usurped the throne from their grandfather, Numitor.[50] The woodpecker also brought nourishment to the twins.[51]
|
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|
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The wolf appears elsewhere in Roman art and literature in masculine form as the animal of Mars. A statue group that stood along the Appian Way showed Mars in the company of wolves.[52] At the Battle of Sentinum in 295 BCE, the appearance of the wolf of Mars (Martius lupus) was a sign that Roman victory was to come.[53]
|
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In Roman Gaul, the goose was associated with the Celtic forms of Mars, and archaeologists have found geese buried alongside warriors in graves. The goose was considered a bellicose animal because it is easily provoked to aggression.[54]
|
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|
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Ancient Greek and Roman religion distinguished between animals that were sacred to a deity and those that were prescribed as the correct sacrificial offerings for the god. Wild animals might be viewed as already belonging to the god to whom they were sacred, or at least not owned by human beings and therefore not theirs to give. Since sacrificial meat was eaten at a banquet after the gods received their portion – mainly the entrails (exta) – it follows that the animals sacrificed were most often, though not always, domestic animals normally part of the Roman diet.[55] Gods often received castrated male animals as sacrifices, and the goddesses female victims; Mars, however, regularly received intact males.[56] Mars did receive oxen under a few of his cult titles, such as Mars Grabovius, but the usual offering was the bull, singly, in multiples, or in combination with other animals.[citation needed]
|
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The two most distinctive animal sacrifices made to Mars were the suovetaurilia, a triple offering of a pig (sus), ram (ovis) and bull (taurus),[57] and the October Horse, the only horse sacrifice known to have been carried out in ancient Rome and a rare instance of a victim the Romans considered inedible.[58]
|
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The earliest center in Rome for cultivating Mars as a deity was the Altar of Mars (Ara Martis) in the Campus Martius ("Field of Mars") outside the sacred boundary of Rome (pomerium). The Romans thought that this altar had been established by the semi-legendary Numa Pompilius, the peace-loving successor of Romulus.[59] According to Roman tradition, the Campus Martius had been consecrated to Mars by their ancestors to serve as horse pasturage and an equestrian training ground for youths.[60] During the Roman Republic (509–27 BCE), the Campus was a largely open expanse. No temple was built at the altar, but from 193 BCE a covered walkway connected it to the Porta Fontinalis, near the office and archives of the Roman censors. Newly elected censors placed their curule chairs by the altar, and when they had finished conducting the census, the citizens were collectively purified with a suovetaurilia there.[61] A frieze from the so-called "Altar" of Domitius Ahenobarbus is thought to depict the census, and may show Mars himself standing by the altar as the procession of victims advances.[62]
|
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The main Temple of Mars (Aedes Martis) in the Republican period also lay outside the sacred boundary[where?] and was devoted to the god's warrior aspect.[63] It was built to fulfill a vow (votum) made by a Titus Quinctius in 388 BCE during the Gallic siege of Rome.[64] The founding day (dies natalis) was commemorated on June 1,[65] and the temple is attested by several inscriptions and literary sources.[66] The sculpture group of Mars and the wolves was displayed there.[67] Soldiers sometimes assembled at the temple before heading off to war, and it was the point of departure for a major parade of Roman cavalry held annually on July 15.[68]
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A temple to Mars in the Circus Flaminius was built around 133 BCE, funded by Decimus Junius Brutus Callaicus from war booty. It housed a colossal statue of Mars and a nude Venus.[69]
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The Campus Martius continued to provide venues for equestrian events such as chariot racing during the Imperial period, but under the first emperor Augustus it underwent a major program of urban renewal, marked by monumental architecture. The Altar of Augustan Peace (Ara Pacis Augustae) was located there, as was the Obelisk of Montecitorio, imported from Egypt to form the pointer (gnomon) of the Solarium Augusti, a giant sundial. With its public gardens, the Campus became one of the most attractive places in the city to visit.[70]
|
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Augustus chose the Campus Martius as the site of his new Temple to Mars Ultor[clarification needed], a manifestation of Mars he cultivated as the avenger (ultor) of the murder of Julius Caesar and of the military disaster suffered at the Battle of Carrhae. When the legionary standards lost to the Parthians were recovered, they were housed in the new temple. The date of the temple's dedication on May 12 was aligned with the heliacal setting of the constellation Scorpio, the sign of war.[71] The date continued to be marked with circus games as late as the mid-4th century AD.[72]
|
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A large statue of Mars was part of the short-lived Arch of Nero, which was built in 62 CE but dismantled after Nero's suicide and disgrace (damnatio memoriae).[73]
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In Roman art, Mars is depicted as either bearded and mature, or young and clean-shaven. Even nude or seminude, he often wears a helmet or carries a spear as emblems of his warrior nature. Mars was among the deities to appear on the earliest Roman coinage in the late 4th and early 3rd century BCE.[75]
|
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On the Altar of Peace (Ara Pacis), built in the last years of the 1st century BCE, Mars is a mature man with a "handsome, classicizing" face, and a short curly beard and moustache. His helmet is a plumed neo-Attic-type. He wears a military cloak (paludamentum) and a cuirass ornamented with a gorgoneion. Although the relief is somewhat damaged at this spot, he appears to hold a spear garlanded in laurel, symbolizing a peace that is won by military victory. The 1st-century statue of Mars found in the Forum of Nerva (pictured at top) is similar. In this guise, Mars is presented as the dignified ancestor of the Roman people. The panel of the Ara Pacis on which he appears would have faced the Campus Martius, reminding viewers that Mars was the god whose altar Numa established there, that is, the god of Rome's oldest civic and military institutions.[76]
|
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Particularly in works of art influenced by the Greek tradition, Mars may be portrayed in a manner that resembles Ares, youthful, beardless, and often nude.[77] In the Renaissance, Mars' nudity was thought to represent his lack of fear in facing danger.[78]
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The spear is the instrument of Mars in the same way that Jupiter wields the lightning bolt, Neptune the trident, and Saturn the scythe or sickle.[79] A relic or fetish called the spear of Mars[80] was kept in a sacrarium at the Regia, the former residence of the Kings of Rome.[81] The spear was said to move, tremble or vibrate at impending war or other danger to the state, as was reported to occur before the assassination of Julius Caesar.[82] When Mars is pictured as a peace-bringer, his spear is wreathed with laurel or other vegetation, as on the Ara Pacis or a coin of Aemilianus.[83]
|
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The high priest of Mars in Roman public religion was the Flamen Martialis, who was one of the three major priests in the fifteen-member college of flamens. Mars was also served by the Salii, a twelve-member priesthood of patrician youths who dressed as archaic warriors and danced in procession around the city in March. Both priesthoods extend to the earliest periods of Roman history, and patrician birth was required.[84]
|
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The festivals of Mars cluster in his namesake month of March (Latin: Martius), with a few observances in October, the beginning and end of the season for military campaigning and agriculture. Festivals with horse racing took place in the Campus Martius. Some festivals in March retained characteristics of new year festivals, since Martius was originally the first month of the Roman calendar.[citation needed]
|
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Mars was also honored by chariot races at the Robigalia and Consualia, though these festivals are not primarily dedicated to him. From 217 BCE onward, Mars was among the gods honored at the lectisternium, a banquet given for deities who were present as images.[citation needed]
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Roman hymns (carmina) are rarely preserved, but Mars is invoked in two. The Arval Brothers, or "Brothers of the Fields," chanted a hymn to Mars while performing their three-step dance.[86] The Carmen Saliare was sung by Mars' priests the Salii while they moved twelve sacred shields (ancilia) throughout the city in a procession.[87] In the 1st century AD, Quintilian remarks that the language of the Salian hymn was so archaic that it was no longer fully understood.[88]
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Mars gave his name to the third month in the Roman calendar, Martius, from which English "March" derives. In the most ancient Roman calendar, Martius was the first month. The planet Mars was named for him, and in some allegorical and philosophical writings, the planet and the god are endowed with shared characteristics.[90] In many languages, Tuesday is named for the planet Mars or the god of war: In Latin, martis dies ("Mars's Day"), survived in Romance languages as martes (Spanish), mardi (French), martedi (Italian), marţi (Romanian), and dimarts (Catalan). In Irish (Gaelic), the day is An Mháirt, while in Albanian it is e Marta. The English word Tuesday derives from Old English "Tiwesdæg" and means "Tiw's Day", Tiw being the Old English form of the Proto-Germanic war god *Tîwaz, or Týr in Norse.[91]
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In Classical Roman religion, Mars was invoked under several titles, and the first Roman emperor Augustus thoroughly integrated Mars into Imperial cult. The 4th-century Latin historian Ammianus Marcellinus treats Mars as one of several classical Roman deities who remained "cultic realities" up to his own time.[92] Mars, and specifically Mars Ultor, was among the gods who received sacrifices from Julian, the only emperor to reject Christianity after the conversion of Constantine I. In 363 AD, in preparation for the Siege of Ctesiphon, Julian sacrificed ten "very fine" bulls to Mars Ultor. The tenth bull violated ritual protocol by attempting to break free, and when killed and examined, produced ill omens, among the many that were read at the end of Julian's reign. As represented by Ammianus, Julian swore never to make sacrifice to Mars again—a vow kept with his death a month later.[93]
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Gradivus was one of the gods by whom a general or soldiers might swear an oath to be valorous in battle.[94] His temple outside the Porta Capena was where armies gathered. The archaic priesthood of Mars Gradivus was the Salii, the "leaping priests" who danced ritually in armor as a prelude to war.[95] His cult title is most often taken to mean "the Strider" or "the Marching God," from gradus, "step, march."[96]
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The poet Statius addresses him as "the most implacable of the gods,"[97] but Valerius Maximus concludes his history by invoking Mars Gradivus as "author and support of the name 'Roman'":[98] Gradivus is asked – along with Capitoline Jupiter and Vesta, as the keeper of Rome's perpetual flame – to "guard, preserve, and protect" the state of Rome, the peace, and the princeps (the emperor Tiberius at the time).[99]
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A source from Late Antiquity says that the wife of Gradivus was Nereia, the daughter of Nereus, and that he loved her passionately.[100]
|
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Mars Quirinus was the protector of the Quirites ("citizens" or "civilians") as divided into curiae (citizen assemblies), whose oaths were required to make a treaty.[101] As a guarantor of treaties, Mars Quirinus is thus a god of peace: "When he rampages, Mars is called Gradivus, but when he's at peace Quirinus."[102]
|
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The deified Romulus was identified with Mars Quirinus. In the Capitoline Triad of Jupiter, Mars, and Quirinus, however, Mars and Quirinus were two separate deities, though not perhaps in origin. Each of the three had his own flamen (specialized priest), but the functions of the Flamen Martialis and Flamen Quirinalis are hard to distinguish.[103]
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Mars is invoked as Grabovius in the Iguvine Tablets, bronze tablets written in Umbrian that record ritual protocols for carrying out public ceremonies on behalf of the city and community of Iguvium. The same title is given to Jupiter and to the Umbrian deity Vofionus. This triad has been compared to the Archaic Triad, with Vofionus equivalent to Quirinus.[104] Tables I and VI describe a complex ritual that took place at the three gates of the city. After the auspices were taken, two groups of three victims were sacrificed at each gate. Mars Grabovius received three oxen.[105]
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"Father Mars" or "Mars the Father" is the form in which the god is invoked in the agricultural prayer of Cato,[106] and he appears with this title in several other literary texts and inscriptions.[107] Mars Pater is among the several gods invoked in the ritual of devotio, by means of which a general sacrificed himself and the lives of the enemy to secure a Roman victory.[108]
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Father Mars is the regular recipient of the suovetaurilia, the sacrifice of a pig (sus), ram (ovis) and bull (taurus), or often a bull alone.[109] To Mars Pater other epithets were sometimes appended, such as Mars Pater Victor ("Father Mars the Victorious"),[110] to whom the Roman army sacrificed a bull on March 1.[111]
|
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Although pater and mater were fairly common as honorifics for a deity,[112] any special claim for Mars as father of the Roman people lies in the mythic genealogy that makes him the divine father of Romulus and Remus.[113]
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In the section of his farming book that offers recipes and medical preparations, Cato describes a votum to promote the health of cattle:
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Make an offering to Mars Silvanus in the forest (in silva) during the daytime for each head of cattle: 3 pounds of meal, 4½ pounds of bacon, 4½ pounds of meat, and 3 pints of wine. You may place the viands in one vessel, and the wine likewise in one vessel. Either a slave or a free man may make this offering. After the ceremony is over, consume the offering on the spot at once. A woman may not take part in this offering or see how it is performed. You may vow the vow every year if you wish.[114]
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That Mars Silvanus is a single entity has been doubted. Invocations of deities are often list-like, without connecting words, and the phrase should perhaps be understood as "Mars and Silvanus".[115] Women were explicitly excluded from some cult practices of Silvanus, but not necessarily of Mars.[116] William Warde Fowler, however, thought that the wild god of the wood Silvanus may have been "an emanation or offshoot" of Mars.[117]
|
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Augustus created the cult of "Mars the Avenger" to mark two occasions: his defeat of the assassins of Caesar at Philippi in 42 BCE, and the negotiated return of the Roman battle standards that had been lost to the Parthians at the Battle of Carrhae in 53 BCE.[119] The god is depicted wearing a cuirass and helmet and standing in a "martial pose," leaning on a lance he holds in his right hand. He holds a shield in his left hand.[120] The goddess Ultio, a divine personification of vengeance, had an altar and golden statue in his temple.[121]
|
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The Temple of Mars Ultor, dedicated in 2 BCE in the center of the Forum of Augustus, gave the god a new place of honor.[119][122] Some rituals previously conducted within the cult of Capitoline Jupiter were transferred to the new temple,[123] which became the point of departure for magistrates as they left for military campaigns abroad.[124] Augustus required the Senate to meet at the temple when deliberating questions of war and peace.[125] The temple also became the site at which sacrifice was made to conclude the rite of passage of young men assuming the toga virilis ("man's toga") around age 14.[126]
|
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On various Imperial holidays, Mars Ultor was the first god to receive a sacrifice, followed by the Genius of the emperor.[127] An inscription from the 2nd century records a vow to offer Mars Ultor a bull with gilded horns.[128]
|
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Augustus or Augusta was appended far and wide, "on monuments great and small,"[129] to the name of gods or goddesses, including Mars. The honorific marks the affiliation of a deity with Imperial cult.[130] In Hispania, many of the statues and dedications to Mars Augustus were presented by members of the priesthood or sodality called the Sodales Augustales.[131] These vows (vota) were usually fulfilled within a sanctuary of Imperial cult, or in a temple or precinct (templum) consecrated specifically to Mars.[132] As with other deities invoked as Augustus, altars to Mars Augustus might be set up to further the well-being (salus) of the emperor,[133] but some inscriptions suggest personal devotion. An inscription in the Alps records the gratitude of a slave who dedicated a statue to Mars Augustus as conservator corporis sui, the preserver of his own body, said to have been vowed ex iussu numinis ipsius, "by the order of the numen himself".[134]
|
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Mars Augustus appears in inscriptions at sites throughout the Empire, such as Hispania Baetica, Saguntum,[135] and Emerita (Lusitania) in Roman Spain;[136] Leptis Magna (with a date of 6–7 AD) in present-day Libya;[137] and Sarmizegetusa in the province of Dacia.[138]
|
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In addition to his cult titles at Rome, Mars appears in a large number of inscriptions in the provinces of the Roman Empire, and more rarely in literary texts, identified with a local deity by means of an epithet. Mars appears with great frequency in Gaul among the Continental Celts, as well as in Roman Spain and Britain. In Celtic settings, he is often invoked as a healer.[139] The inscriptions indicate that Mars' ability to dispel the enemy on the battlefield was transferred to the sick person's struggle against illness; healing is expressed in terms of warding off and rescue.[140]
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Mars is identified with a number of Celtic deities, some of whom are not attested independently.
|
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"Mars Balearicus" is a name used in modern scholarship for small bronze warrior figures from Majorca (one of the Balearic Islands) that are interpreted as representing the local Mars cult.[189] These statuettes have been found within talayotic sanctuaries with extensive evidence of burnt offerings. "Mars" is fashioned as a lean, athletic nude lifting a lance and wearing a helmet, often conical; the genitals are perhaps semi-erect in some examples.
|
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Other bronzes at the sites represent the heads or horns of bulls, but the bones in the ash layers indicate that sheep, goats, and pigs were the sacrificial victims. Bronze horse-hooves were found in one sanctuary. Another site held an imported statue of Imhotep, the legendary Egyptian physician. These sacred precincts were still in active use when the Roman occupation began in 123 BCE. They seem to have been astronomically oriented toward the rising or setting of the constellation Centaurus.[190]
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Mars is the fourth planet from the Sun and the second-smallest planet in the Solar System, being only larger than Mercury. In English, Mars carries the name of the Roman god of war and is often referred to as the "Red Planet".[16][17] The latter refers to the effect of the iron oxide prevalent on Mars' surface, which gives it a reddish appearance distinctive among the astronomical bodies visible to the naked eye.[18] Mars is a terrestrial planet with a thin atmosphere, with surface features reminiscent of the impact craters of the Moon and the valleys, deserts and polar ice caps of Earth.
|
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The days and seasons are comparable to those of Earth, because the rotational period as well as the tilt of the rotational axis relative to the ecliptic plane are similar. Mars is the site of Olympus Mons, the largest volcano and highest known mountain on any planet in the Solar System and of Valles Marineris, one of the largest canyons in the Solar System. The smooth Borealis basin in the northern hemisphere covers 40% of the planet and may be a giant impact feature.[19][20] Mars has two moons, Phobos and Deimos, which are small and irregularly shaped. These may be captured asteroids, similar to 5261 Eureka, a Mars trojan.[21][22]
|
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|
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Mars has been explored by unmanned spacecraft. Mariner 4, launched by NASA on 28 November 1964, was the first spacecraft to visit Mars, making its closest approach to the planet on 15 July 1965. Mariner 4 detected the weak Martian radiation belt, measured at about 0.1% that of Earth and captured the first images of another planet from deep space.[23][24] On 20 July 1976, Viking 1 performed the first successful landing on the Martian surface.[25] The Soviet Mars 3 spacecraft achieved a soft landing in December 1971 but contact was lost with its lander seconds after touchdown.[26] On 4 July 1997, the Mars Pathfinder spacecraft landed on Mars and on 5 July released its rover, Sojourner, the first robotic rover to operate on Mars.[27] Pathfinder was followed by the Mars Exploration Rovers, Spirit and Opportunity, which landed on Mars in January 2004 and operated until 22 March 2010 and 10 June 2018, respectively.[28][29] The Mars Express orbiter, the first European Space Agency (ESA) spacecraft to visit Mars, arrived in orbit on 25 December 2003.[30] On 24 September 2014, the Indian Space Research Organisation (ISRO) became the fourth space agency to visit Mars, when its maiden interplanetary mission, the Mars Orbiter Mission spacecraft, arrived in orbit.[31][32]
|
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There are investigations assessing the past habitability of Mars, as well as the possibility of extant life. Astrobiology missions are planned, including the Perseverance and Rosalind Franklin rovers.[33][34][35][36] Liquid water cannot exist on the surface of Mars due to low atmospheric pressure, which is less than 1% of the atmospheric pressure on Earth, except at the lowest elevations for short periods.[37][38][39] The two polar ice caps appear to be made largely of water.[40][41] The volume of water ice in the south polar ice cap, if melted, would be sufficient to cover the planetary surface to a depth of 11 metres (36 ft).[42] In November 2016, NASA reported finding a large amount of underground ice in the Utopia Planitia region. The volume of water detected has been estimated to be equivalent to the volume of water in Lake Superior.[43][44][45]
|
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Mars can easily be seen from Earth with the naked eye, as can its reddish coloring. Its apparent magnitude reaches −2.94, which is surpassed only by Venus, the Moon and the Sun.[12] Optical ground-based telescopes are typically limited to resolving features about 300 kilometres (190 mi) across when Earth and Mars are closest because of Earth's atmosphere.[46]
|
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In English, the planet is named for the Roman god of war,[47] an association made because of its red color, which suggests blood.[48] The adjectival form of Latin Mars is Martius,[49] which provides the English words Martian, used as an adjective or for a putative inhabitant of Mars, and Martial, used as an adjective corresponding to Terrestrial for Earth.[50] In Greek, the planet is known as Ἄρης Arēs, with the inflectional root Ἄρε- Are-.[51] From this comes technical terms such as areology, as well as the adjective Arean[52] and the star name Antares. 'Mars' is also the basis of the name of the month of March (from Latin Martius mēnsis 'month of Mars'), as well as (through loan-translation) of Tuesday (Latin dies Martis 'day of Mars'), where the old Anglo-Saxon god Tíw was identified with Roman Mars.
|
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|
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The archaic Latin form Māvors /ˈmeɪvɔːrz/ is very occasionally seen in English, though the adjectives Mavortial and Mavortian mean 'martial' in the military rather than planetary sense.[53]
|
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|
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+
Due to the global influence of European languages, a word like Mars or Marte for the planet is common around the world, though it may be used alongside older, native words. A number of other languages have provided words with international usage. For example, Arabic مريخ mirrīkh – which has connotations of fire – is used as the (or a) name for the planet in Persian, Urdu, Malay and Swahili,[54] among others, while Chinese 火星 [Mandarin Huǒxīng] 'fire star' (for in Chinese the five classical planets are identified with the five elements) is used in Korean, Japanese and Vietnamese.[55]
|
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|
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A long-standing nickname for Mars is "The Red Planet". That is also the planet's name in Hebrew, "Ma'adim" (מאדים), which is derived from "Adom" (אדום) - "Red"
|
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Mars is approximately half the diameter of Earth, with a surface area only slightly less than the total area of Earth's dry land.[10] Mars is less dense than Earth, having about 15% of Earth's volume and 11% of Earth's mass, resulting in about 38% of Earth's surface gravity. The red-orange appearance of the Martian surface is caused by iron(III) oxide, or rust.[56] It can look like butterscotch;[57] other common surface colors include golden, brown, tan, and greenish, depending on the minerals present.[57]
|
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|
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Like Earth, Mars has differentiated into a dense metallic core overlaid by less dense materials.[58] Current models of its interior imply a core with a radius of about 1,794 ± 65 kilometres (1,115 ± 40 mi), consisting primarily of iron and nickel with about 16–17% sulfur.[59] This iron(II) sulfide core is thought to be twice as rich in lighter elements as Earth's.[60] The core is surrounded by a silicate mantle that formed many of the tectonic and volcanic features on the planet, but it appears to be dormant. Besides silicon and oxygen, the most abundant elements in the Martian crust are iron, magnesium, aluminium, calcium, and potassium. The average thickness of the planet's crust is about 50 kilometres (31 mi), with a maximum thickness of 125 kilometres (78 mi).[60] Earth's crust averages 40 kilometres (25 mi).
|
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+
Mars is seismically active, with InSight recording over 450 marsquakes and related events in 2019.[61][62]
|
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Mars is a terrestrial planet that consists of minerals containing silicon and oxygen, metals, and other elements that typically make up rock. The surface of Mars is primarily composed of tholeiitic basalt,[63] although parts are more silica-rich than typical basalt and may be similar to andesitic rocks on Earth or silica glass. Regions of low albedo suggest concentrations of plagioclase feldspar, with northern low albedo regions displaying higher than normal concentrations of sheet silicates and high-silicon glass. Parts of the southern highlands include detectable amounts of high-calcium pyroxenes. Localized concentrations of hematite and olivine have been found.[64] Much of the surface is deeply covered by finely grained iron(III) oxide dust.[65][66]
|
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+
Although Mars has no evidence of a structured global magnetic field,[68] observations show that parts of the planet's crust have been magnetized, suggesting that alternating polarity reversals of its dipole field have occurred in the past. This paleomagnetism of magnetically susceptible minerals is similar to the alternating bands found on Earth's ocean floors. One theory, published in 1999 and re-examined in October 2005 (with the help of the Mars Global Surveyor), is that these bands suggest plate tectonic activity on Mars four billion years ago, before the planetary dynamo ceased to function and the planet's magnetic field faded.[69]
|
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It is thought that, during the Solar System's formation, Mars was created as the result of a stochastic process of run-away accretion of material from the protoplanetary disk that orbited the Sun. Mars has many distinctive chemical features caused by its position in the Solar System. Elements with comparatively low boiling points, such as chlorine, phosphorus, and sulphur, are much more common on Mars than Earth; these elements were probably pushed outward by the young Sun's energetic solar wind.[70]
|
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|
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After the formation of the planets, all were subjected to the so-called "Late Heavy Bombardment". About 60% of the surface of Mars shows a record of impacts from that era,[71][72][73] whereas much of the remaining surface is probably underlain by immense impact basins caused by those events. There is evidence of an enormous impact basin in the northern hemisphere of Mars, spanning 10,600 by 8,500 kilometres (6,600 by 5,300 mi), or roughly four times the size of the Moon's South Pole – Aitken basin, the largest impact basin yet discovered.[19][20] This theory suggests that Mars was struck by a Pluto-sized body about four billion years ago. The event, thought to be the cause of the Martian hemispheric dichotomy, created the smooth Borealis basin that covers 40% of the planet.[74][75]
|
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+
The geological history of Mars can be split into many periods, but the following are the three primary periods:[77][78]
|
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+
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Geological activity is still taking place on Mars. The Athabasca Valles is home to sheet-like lava flows created about 200 Mya. Water flows in the grabens called the Cerberus Fossae occurred less than 20 Mya, indicating equally recent volcanic intrusions.[79] On 19 February 2008, images from the Mars Reconnaissance Orbiter showed evidence of an avalanche from a 700-metre-high (2,300 ft) cliff.[80]
|
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+
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+
The Phoenix lander returned data showing Martian soil to be slightly alkaline and containing elements such as magnesium, sodium, potassium and chlorine. These nutrients are found in soils on Earth, and they are necessary for growth of plants.[81] Experiments performed by the lander showed that the Martian soil has a basic pH of 7.7, and contains 0.6% of the salt perchlorate.[82][83][84][85] This is a very high concentration and makes the Martian soil toxic (see also Martian soil toxicity).[86][87]
|
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+
Streaks are common across Mars and new ones appear frequently on steep slopes of craters, troughs, and valleys. The streaks are dark at first and get lighter with age. The streaks can start in a tiny area, then spread out for hundreds of metres. They have been seen to follow the edges of boulders and other obstacles in their path. The commonly accepted theories include that they are dark underlying layers of soil revealed after avalanches of bright dust or dust devils.[88] Several other explanations have been put forward, including those that involve water or even the growth of organisms.[89][90]
|
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|
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+
Liquid water cannot exist on the surface of Mars due to low atmospheric pressure, which is less than 1% that of Earth's,[37] except at the lowest elevations for short periods.[38][39] The two polar ice caps appear to be made largely of water.[40][41] The volume of water ice in the south polar ice cap, if melted, would be sufficient to cover the entire planetary surface to a depth of 11 metres (36 ft).[42] A permafrost mantle stretches from the pole to latitudes of about 60°.[40] Large quantities of ice are thought to be trapped within the thick cryosphere of Mars. Radar data from Mars Express and the Mars Reconnaissance Orbiter (MRO) show large quantities of ice at both poles (July 2005)[91][92] and at middle latitudes (November 2008).[93] The Phoenix lander directly sampled water ice in shallow Martian soil on 31 July 2008.[94]
|
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+
|
47 |
+
Landforms visible on Mars strongly suggest that liquid water has existed on the planet's surface. Huge linear swathes of scoured ground, known as outflow channels, cut across the surface in about 25 places. These are thought to be a record of erosion caused by the catastrophic release of water from subsurface aquifers, though some of these structures have been hypothesized to result from the action of glaciers or lava.[95][96] One of the larger examples, Ma'adim Vallis is 700 kilometres (430 mi) long, much greater than the Grand Canyon, with a width of 20 kilometres (12 mi) and a depth of 2 kilometres (1.2 mi) in places. It is thought to have been carved by flowing water early in Mars's history.[97] The youngest of these channels are thought to have formed as recently as only a few million years ago.[98] Elsewhere, particularly on the oldest areas of the Martian surface, finer-scale, dendritic networks of valleys are spread across significant proportions of the landscape. Features of these valleys and their distribution strongly imply that they were carved by runoff resulting from precipitation in early Mars history. Subsurface water flow and groundwater sapping may play important subsidiary roles in some networks, but precipitation was probably the root cause of the incision in almost all cases.[99]
|
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|
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Along crater and canyon walls, there are thousands of features that appear similar to terrestrial gullies. The gullies tend to be in the highlands of the southern hemisphere and to face the Equator; all are poleward of 30° latitude. A number of authors have suggested that their formation process involves liquid water, probably from melting ice,[100][101] although others have argued for formation mechanisms involving carbon dioxide frost or the movement of dry dust.[102][103] No partially degraded gullies have formed by weathering and no superimposed impact craters have been observed, indicating that these are young features, possibly still active.[101] Other geological features, such as deltas and alluvial fans preserved in craters, are further evidence for warmer, wetter conditions at an interval or intervals in earlier Mars history.[104] Such conditions necessarily require the widespread presence of crater lakes across a large proportion of the surface, for which there is independent mineralogical, sedimentological and geomorphological evidence.[105]
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Further evidence that liquid water once existed on the surface of Mars comes from the detection of specific minerals such as hematite and goethite, both of which sometimes form in the presence of water.[108] In 2004, Opportunity detected the mineral jarosite. This forms only in the presence of acidic water, which demonstrates that water once existed on Mars.[109] More recent evidence for liquid water comes from the finding of the mineral gypsum on the surface by NASA's Mars rover Opportunity in December 2011.[110][111] It is estimated that the amount of water in the upper mantle of Mars, represented by hydroxyl ions contained within the minerals of Mars's geology, is equal to or greater than that of Earth at 50–300 parts per million of water, which is enough to cover the entire planet to a depth of 200–1,000 metres (660–3,280 ft).[112]
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In 2005, radar data revealed the presence of large quantities of water ice at the poles[91] and at mid-latitudes.[93][113] The Mars rover Spirit sampled chemical compounds containing water molecules in March 2007. The Phoenix lander directly sampled water ice in shallow Martian soil on 31 July 2008.[94]
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On 18 March 2013, NASA reported evidence from instruments on the Curiosity rover of mineral hydration, likely hydrated calcium sulfate, in several rock samples including the broken fragments of "Tintina" rock and "Sutton Inlier" rock as well as in veins and nodules in other rocks like "Knorr" rock and "Wernicke" rock.[114][115][116] Analysis using the rover's DAN instrument provided evidence of subsurface water, amounting to as much as 4% water content, down to a depth of 60 centimetres (24 in), during the rover's traverse from the Bradbury Landing site to the Yellowknife Bay area in the Glenelg terrain.[114] In September 2015, NASA announced that they had found conclusive evidence of hydrated brine flows on recurring slope lineae, based on spectrometer readings of the darkened areas of slopes.[117][118][119] These observations provided confirmation of earlier hypotheses based on timing of formation and their rate of growth, that these dark streaks resulted from water flowing in the very shallow subsurface.[120] The streaks contain hydrated salts, perchlorates, which have water molecules in their crystal structure.[121] The streaks flow downhill in Martian summer, when the temperature is above −23° Celsius, and freeze at lower temperatures.[122]
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Researchers suspect that much of the low northern plains of the planet were covered with an ocean hundreds of meters deep, though this remains controversial.[123] In March 2015, scientists stated that such an ocean might have been the size of Earth's Arctic Ocean. This finding was derived from the ratio of water to deuterium in the modern Martian atmosphere compared to that ratio on Earth. The amount of Martian deuterium is eight times the amount that exists on Earth, suggesting that ancient Mars had significantly higher levels of water. Results from the Curiosity rover had previously found a high ratio of deuterium in Gale Crater, though not significantly high enough to suggest the former presence of an ocean. Other scientists caution that these results have not been confirmed, and point out that Martian climate models have not yet shown that the planet was warm enough in the past to support bodies of liquid water.[124]
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Near the northern polar cap is the 81.4 kilometres (50.6 mi) wide Korolev Crater, where the Mars Express orbiter found it to be filled with approximately 2,200 cubic kilometres (530 cu mi) of water ice.[125] The crater floor lies about 2 kilometres (1.2 mi) below the rim, and is covered by a 1.8 kilometres (1.1 mi) deep central mound of permanent water ice, up to 60 kilometres (37 mi) in diameter.[125][126]
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In February 2020, it was found that dark streaks called recurring slope lineae (RSL), which appear seasonably, are caused by briny water flowing for a few days annually.[127][128]
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Mars has two permanent polar ice caps. During a pole's winter, it lies in continuous darkness, chilling the surface and causing the deposition of 25–30% of the atmosphere into slabs of CO2 ice (dry ice).[130] When the poles are again exposed to sunlight, the frozen CO2 sublimes. These seasonal actions transport large amounts of dust and water vapor, giving rise to Earth-like frost and large cirrus clouds. Clouds of water-ice were photographed by the Opportunity rover in 2004.[131]
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The caps at both poles consist primarily (70%) of water ice. Frozen carbon dioxide accumulates as a comparatively thin layer about one metre thick on the north cap in the northern winter only, whereas the south cap has a permanent dry ice cover about eight metres thick. This permanent dry ice cover at the south pole is peppered by flat floored, shallow, roughly circular pits, which repeat imaging shows are expanding by meters per year; this suggests that the permanent CO2 cover over the south pole water ice is degrading over time.[132] The northern polar cap has a diameter of about 1,000 kilometres (620 mi) during the northern Mars summer,[133] and contains about 1.6 million cubic kilometres (5.7×1016 cu ft) of ice, which, if spread evenly on the cap, would be 2 kilometres (1.2 mi) thick.[134] (This compares to a volume of 2.85 million cubic kilometres (1.01×1017 cu ft) for the Greenland ice sheet.) The southern polar cap has a diameter of 350 kilometres (220 mi) and a thickness of 3 kilometres (1.9 mi).[135] The total volume of ice in the south polar cap plus the adjacent layered deposits has been estimated at 1.6 million cubic km.[136] Both polar caps show spiral troughs, which recent analysis of SHARAD ice penetrating radar has shown are a result of katabatic winds that spiral due to the Coriolis Effect.[137][138]
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The seasonal frosting of areas near the southern ice cap results in the formation of transparent 1-metre-thick slabs of dry ice above the ground. With the arrival of spring, sunlight warms the subsurface and pressure from subliming CO2 builds up under a slab, elevating and ultimately rupturing it. This leads to geyser-like eruptions of CO2 gas mixed with dark basaltic sand or dust. This process is rapid, observed happening in the space of a few days, weeks or months, a rate of change rather unusual in geology – especially for Mars. The gas rushing underneath a slab to the site of a geyser carves a spiderweb-like pattern of radial channels under the ice, the process being the inverted equivalent of an erosion network formed by water draining through a single plughole.[139][140][141][142]
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Although better remembered for mapping the Moon, Johann Heinrich Mädler and Wilhelm Beer were the first areographers. They began by establishing that most of Mars's surface features were permanent and by more precisely determining the planet's rotation period. In 1840, Mädler combined ten years of observations and drew the first map of Mars. Rather than giving names to the various markings, Beer and Mädler simply designated them with letters; Meridian Bay (Sinus Meridiani) was thus feature "a".[143]
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Today, features on Mars are named from a variety of sources. Albedo features are named for classical mythology. Craters larger than 60 km are named for deceased scientists and writers and others who have contributed to the study of Mars. Craters smaller than 60 km are named for towns and villages of the world with populations of less than 100,000. Large valleys are named for the word "Mars" or "star" in various languages; small valleys are named for rivers.[144]
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Large albedo features retain many of the older names, but are often updated to reflect new knowledge of the nature of the features. For example, Nix Olympica (the snows of Olympus) has become Olympus Mons (Mount Olympus).[145] The surface of Mars as seen from Earth is divided into two kinds of areas, with differing albedo. The paler plains covered with dust and sand rich in reddish iron oxides were once thought of as Martian "continents" and given names like Arabia Terra (land of Arabia) or Amazonis Planitia (Amazonian plain). The dark features were thought to be seas, hence their names Mare Erythraeum, Mare Sirenum and Aurorae Sinus. The largest dark feature seen from Earth is Syrtis Major Planum.[146] The permanent northern polar ice cap is named Planum Boreum, whereas the southern cap is called Planum Australe.
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Mars's equator is defined by its rotation, but the location of its Prime Meridian was specified, as was Earth's (at Greenwich), by choice of an arbitrary point; Mädler and Beer selected a line for their first maps of Mars in 1830. After the spacecraft Mariner 9 provided extensive imagery of Mars in 1972, a small crater (later called Airy-0), located in the Sinus Meridiani ("Middle Bay" or "Meridian Bay"), was chosen by Merton Davies of the Rand Corporation[147] for the definition of 0.0° longitude to coincide with the original selection.[148]
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Because Mars has no oceans and hence no "sea level", a zero-elevation surface had to be selected as a reference level; this is called the areoid[149] of Mars, analogous to the terrestrial geoid.[150] Zero altitude was defined by the height at which there is 610.5 Pa (6.105 mbar) of atmospheric pressure.[151] This pressure corresponds to the triple point of water, and it is about 0.6% of the sea level surface pressure on Earth (0.006 atm).[152] In practice, today this surface is defined directly from satellite gravity measurements.[citation needed]
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For mapping purposes, the United States Geological Survey divides the surface of Mars into thirty cartographic quadrangles, each named for a classical albedo feature it contains. The quadrangles can be seen and explored via the interactive image map below.
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The dichotomy of Martian topography is striking: northern plains flattened by lava flows contrast with the southern highlands, pitted and cratered by ancient impacts. Research in 2008 has presented evidence regarding a theory proposed in 1980 postulating that, four billion years ago, the northern hemisphere of Mars was struck by an object one-tenth to two-thirds the size of Earth's Moon. If validated, this would make the northern hemisphere of Mars the site of an impact crater 10,600 by 8,500 kilometres (6,600 by 5,300 mi) in size, or roughly the area of Europe, Asia, and Australia combined, surpassing the South Pole–Aitken basin as the largest impact crater in the Solar System.[19][20]
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Mars is scarred by a number of impact craters: a total of 43,000 craters with a diameter of 5 kilometres (3.1 mi) or greater have been found.[157] The largest confirmed of these is the Hellas impact basin, a light albedo feature clearly visible from Earth.[158] Due to the smaller mass of Mars, the probability of an object colliding with the planet is about half that of Earth. Mars is located closer to the asteroid belt, so it has an increased chance of being struck by materials from that source. Mars is more likely to be struck by short-period comets, i.e., those that lie within the orbit of Jupiter.[159] In spite of this, there are far fewer craters on Mars compared with the Moon, because the atmosphere of Mars provides protection against small meteors and surface modifying processes have erased some craters.
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Martian craters can have a morphology that suggests the ground became wet after the meteor impacted.[160]
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The shield volcano Olympus Mons (Mount Olympus) is an extinct volcano in the vast upland region Tharsis, which contains several other large volcanoes. Olympus Mons is roughly three times the height of Mount Everest, which in comparison stands at just over 8.8 kilometres (5.5 mi).[161] It is either the tallest or second-tallest mountain in the Solar System, depending on how it is measured, with various sources giving figures ranging from about 21 to 27 kilometres (13 to 17 mi) high.[162][163]
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The large canyon, Valles Marineris (Latin for "Mariner Valleys", also known as Agathadaemon in the old canal maps), has a length of 4,000 kilometres (2,500 mi) and a depth of up to 7 kilometres (4.3 mi). The length of Valles Marineris is equivalent to the length of Europe and extends across one-fifth the circumference of Mars. By comparison, the Grand Canyon on Earth is only 446 kilometres (277 mi) long and nearly 2 kilometres (1.2 mi) deep. Valles Marineris was formed due to the swelling of the Tharsis area, which caused the crust in the area of Valles Marineris to collapse. In 2012, it was proposed that Valles Marineris is not just a graben, but a plate boundary where 150 kilometres (93 mi) of transverse motion has occurred, making Mars a planet with possibly a two-tectonic plate arrangement.[164][165]
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Images from the Thermal Emission Imaging System (THEMIS) aboard NASA's Mars Odyssey orbiter have revealed seven possible cave entrances on the flanks of the volcano Arsia Mons.[166] The caves, named after loved ones of their discoverers, are collectively known as the "seven sisters".[167] Cave entrances measure from 100 to 252 metres (328 to 827 ft) wide and they are estimated to be at least 73 to 96 metres (240 to 315 ft) deep. Because light does not reach the floor of most of the caves, it is possible that they extend much deeper than these lower estimates and widen below the surface. "Dena" is the only exception; its floor is visible and was measured to be 130 metres (430 ft) deep. The interiors of these caverns may be protected from micrometeoroids, UV radiation, solar flares and high energy particles that bombard the planet's surface.[168]
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Mars lost its magnetosphere 4 billion years ago,[169] possibly because of numerous asteroid strikes,[170] so the solar wind interacts directly with the Martian ionosphere, lowering the atmospheric density by stripping away atoms from the outer layer. Both Mars Global Surveyor and Mars Express have detected ionised atmospheric particles trailing off into space behind Mars,[169][171] and this atmospheric loss is being studied by the MAVEN orbiter. Compared to Earth, the atmosphere of Mars is quite rarefied. Atmospheric pressure on the surface today ranges from a low of 30 Pa (0.030 kPa) on Olympus Mons to over 1,155 Pa (1.155 kPa) in Hellas Planitia, with a mean pressure at the surface level of 600 Pa (0.60 kPa).[172] The highest atmospheric density on Mars is equal to that found 35 kilometres (22 mi)[173] above Earth's surface. The resulting mean surface pressure is only 0.6% of that of Earth (101.3 kPa). The scale height of the atmosphere is about 10.8 kilometres (6.7 mi),[174] which is higher than Earth's, 6 kilometres (3.7 mi), because the surface gravity of Mars is only about 38% of Earth's, an effect offset by both the lower temperature and 50% higher average molecular weight of the atmosphere of Mars.
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The atmosphere of Mars consists of about 96% carbon dioxide, 1.93% argon and 1.89% nitrogen along with traces of oxygen and water.[10][175] The atmosphere is quite dusty, containing particulates about 1.5 µm in diameter which give the Martian sky a tawny color when seen from the surface.[176] It may take on a pink hue due to iron oxide particles suspended in it.[17]
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Methane has been detected in the Martian atmosphere;[177][178] it occurs in extended plumes, and the profiles imply that the methane is released from discrete regions. The concentration of methane fluctuates from about 0.24 ppb during the northern winter to about 0.65 ppb during the summer.[179]
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Estimates of its lifetime range from 0.6–4 years,[180][181] so its presence indicates that an active source of the gas must be present. Methane could be produced by non-biological process such as serpentinization involving water, carbon dioxide, and the mineral olivine, which is known to be common on Mars.[182] Methanogenic microbial life forms in the subsurface are among possible sources. But even if rover missions determine that microscopic Martian life is the source of the methane, the life forms likely reside far below the surface, outside of the rover's reach.[183]
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In 1994, the European Space Agency's Mars Express found an ultraviolet glow coming from "magnetic umbrellas" in the southern hemisphere. Mars does not have a global magnetic field which guides charged particles entering the atmosphere. Mars has multiple umbrella-shaped magnetic fields mainly in the southern hemisphere, which are remnants of a global field that decayed billions of years ago.
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In late December 2014, NASA's MAVEN spacecraft detected evidence of widespread auroras in Mars's northern hemisphere and descended to approximately 20–30° North latitude of Mars's equator. The particles causing the aurora penetrated into the Martian atmosphere, creating auroras below 100 km above the surface, Earth's auroras range from 100 km to 500 km above the surface. Magnetic fields in the solar wind drape over Mars, into the atmosphere, and the charged particles follow the solar wind magnetic field lines into the atmosphere, causing auroras to occur outside the magnetic umbrellas.[185]
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On 18 March 2015, NASA reported the detection of an aurora that is not fully understood and an unexplained dust cloud in the atmosphere of Mars.[186]
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In September 2017, NASA reported radiation levels on the surface of the planet Mars were temporarily doubled, and were associated with an aurora 25 times brighter than any observed earlier, due to a massive, and unexpected, solar storm in the middle of the month.[187]
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Of all the planets in the Solar System, the seasons of Mars are the most Earth-like, due to the similar tilts of the two planets' rotational axes. The lengths of the Martian seasons are about twice those of Earth's because Mars's greater distance from the Sun leads to the Martian year being about two Earth years long. Martian surface temperatures vary from lows of about −143 °C (−225 °F) at the winter polar caps[13] to highs of up to 35 °C (95 °F) in equatorial summer.[14] The wide range in temperatures is due to the thin atmosphere which cannot store much solar heat, the low atmospheric pressure, and the low thermal inertia of Martian soil.[188] The planet is 1.52 times as far from the Sun as Earth, resulting in just 43% of the amount of sunlight.[189]
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If Mars had an Earth-like orbit, its seasons would be similar to Earth's because its axial tilt is similar to Earth's. The comparatively large eccentricity of the Martian orbit has a significant effect. Mars is near perihelion when it is summer in the southern hemisphere and winter in the north, and near aphelion when it is winter in the southern hemisphere and summer in the north. As a result, the seasons in the southern hemisphere are more extreme and the seasons in the northern are milder than would otherwise be the case. The summer temperatures in the south can be warmer than the equivalent summer temperatures in the north by up to 30 °C (54 °F).[190]
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Mars has the largest dust storms in the Solar System, reaching speeds of over 160 km/h (100 mph). These can vary from a storm over a small area, to gigantic storms that cover the entire planet. They tend to occur when Mars is closest to the Sun, and have been shown to increase the global temperature.[191]
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Mars's average distance from the Sun is roughly 230 million km (143 million mi), and its orbital period is 687 (Earth) days. The solar day (or sol) on Mars is only slightly longer than an Earth day: 24 hours, 39 minutes, and 35.244 seconds.[193] A Martian year is equal to 1.8809 Earth years, or 1 year, 320 days, and 18.2 hours.[10]
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The axial tilt of Mars is 25.19° relative to its orbital plane, which is similar to the axial tilt of Earth.[10] As a result, Mars has seasons like Earth, though on Mars they are nearly twice as long because its orbital period is that much longer. In the present day epoch, the orientation of the north pole of Mars is close to the star Deneb.[15]
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Mars has a relatively pronounced orbital eccentricity of about 0.09; of the seven other planets in the Solar System, only Mercury has a larger orbital eccentricity. It is known that in the past, Mars has had a much more circular orbit. At one point, 1.35 million Earth years ago, Mars had an eccentricity of roughly 0.002, much less than that of Earth today.[194] Mars's cycle of eccentricity is 96,000 Earth years compared to Earth's cycle of 100,000 years.[195] Mars has a much longer cycle of eccentricity, with a period of 2.2 million Earth years, and this overshadows the 96,000-year cycle in the eccentricity graphs. For the last 35,000 years, the orbit of Mars has been getting slightly more eccentric because of the gravitational effects of the other planets. The closest distance between Earth and Mars will continue to mildly decrease for the next 25,000 years.[196]
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The current understanding of planetary habitability — the ability of a world to develop environmental conditions favorable to the emergence of life — favors planets that have liquid water on their surface. Most often this requires the orbit of a planet to lie within the habitable zone, which for the Sun extends from just beyond Venus to about the semi-major axis of Mars.[197] During perihelion, Mars dips inside this region, but Mars's thin (low-pressure) atmosphere prevents liquid water from existing over large regions for extended periods. The past flow of liquid water demonstrates the planet's potential for habitability. Recent evidence has suggested that any water on the Martian surface may have been too salty and acidic to support regular terrestrial life.[198]
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The lack of a magnetosphere and the extremely thin atmosphere of Mars are a challenge: the planet has little heat transfer across its surface, poor insulation against bombardment of the solar wind and insufficient atmospheric pressure to retain water in a liquid form (water instead sublimes to a gaseous state). Mars is nearly, or perhaps totally, geologically dead; the end of volcanic activity has apparently stopped the recycling of chemicals and minerals between the surface and interior of the planet.[200]
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In situ investigations have been performed on Mars by the Viking landers, Spirit and Opportunity rovers, Phoenix lander, and Curiosity rover. Evidence suggests that the planet was once significantly more habitable than it is today, but whether living organisms ever existed there remains unknown. The Viking probes of the mid-1970s carried experiments designed to detect microorganisms in Martian soil at their respective landing sites and had positive results, including a temporary increase of CO2 production on exposure to water and nutrients. This sign of life was later disputed by scientists, resulting in a continuing debate, with NASA scientist Gilbert Levin asserting that Viking may have found life. A re-analysis of the Viking data, in light of modern knowledge of extremophile forms of life, has suggested that the Viking tests were not sophisticated enough to detect these forms of life. The tests could even have killed a (hypothetical) life form.[201] Tests conducted by the Phoenix Mars lander have shown that the soil has an alkaline pH and it contains magnesium, sodium, potassium and chloride.[202] The soil nutrients may be able to support life, but life would still have to be shielded from the intense ultraviolet light.[203] A recent analysis of martian meteorite EETA79001 found 0.6 ppm ClO−4, 1.4 ppm ClO−3, and 16 ppm NO−3, most likely of Martian origin. The ClO−3 suggests the presence of other highly oxidizing oxychlorines, such as ClO−2 or ClO, produced both by UV oxidation of Cl and X-ray radiolysis of ClO−4. Thus, only highly refractory and/or well-protected (sub-surface) organics or life forms are likely to survive.[204]
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A 2014 analysis of the Phoenix WCL showed that the Ca(ClO4)2 in the Phoenix soil has not interacted with liquid water of any form, perhaps for as long as 600 million years. If it had, the highly soluble Ca(ClO4)2 in contact with liquid water would have formed only CaSO4. This suggests a severely arid environment, with minimal or no liquid water interaction.[206]
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Scientists have proposed that carbonate globules found in meteorite ALH84001, which is thought to have originated from Mars, could be fossilized microbes extant on Mars when the meteorite was blasted from the Martian surface by a meteor strike some 15 million years ago. This proposal has been met with skepticism, and an exclusively inorganic origin for the shapes has been proposed.[207]
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Small quantities of methane and formaldehyde detected by Mars orbiters are both claimed to be possible evidence for life, as these chemical compounds would quickly break down in the Martian atmosphere.[208][209] Alternatively, these compounds may instead be replenished by volcanic or other geological means, such as serpentinite.[182]
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Impact glass, formed by the impact of meteors, which on Earth can preserve signs of life, has been found on the surface of the impact craters on Mars.[210][211] Likewise, the glass in impact craters on Mars could have preserved signs of life if life existed at the site.[212][213][214]
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In May 2017, evidence of the earliest known life on land on Earth may have been found in 3.48-billion-year-old geyserite and other related mineral deposits (often found around hot springs and geysers) uncovered in the Pilbara Craton of Western Australia. These findings may be helpful in deciding where best to search for early signs of life on the planet Mars.[215][216]
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In early 2018, media reports speculated that certain rock features at a site called Jura looked like a type of fossil, but project scientists say the formations likely resulted from a geological process at the bottom of an ancient drying lakebed, and are related to mineral veins in the area similar to gypsum crystals.[205]
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On 7 June 2018, NASA announced that the Curiosity rover had discovered organic compounds in sedimentary rocks dating to three billion years old,[217] indicating that some of the building blocks for life were present.[218][219]
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In July 2018, scientists reported the discovery of a subglacial lake on Mars, the first known stable body of water on the planet. It sits 1.5 km (0.9 mi) below the surface at the base of the southern polar ice cap and is about 20 kilometres (12 mi) wide.[220][221] The lake was discovered using the MARSIS radar on board the Mars Express orbiter, and the profiles were collected between May 2012 and December 2015.[222] The lake is centered at 193° East, 81° South, a flat area that does not exhibit any peculiar topographic characteristics. It is mostly surrounded by higher ground except on its eastern side, where there is a depression.[220]
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Mars has two relatively small (compared to Earth's) natural moons, Phobos (about 22 kilometres (14 mi) in diameter) and Deimos (about 12 kilometres (7.5 mi) in diameter), which orbit close to the planet. Asteroid capture is a long-favored theory, but their origin remains uncertain.[223] Both satellites were discovered in 1877 by Asaph Hall; they are named after the characters Phobos (panic/fear) and Deimos (terror/dread), who, in Greek mythology, accompanied their father Ares, god of war, into battle. Mars was the Roman counterpart of Ares.[224][225] In modern Greek, the planet retains its ancient name Ares (Aris: Άρης).[226]
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From the surface of Mars, the motions of Phobos and Deimos appear different from that of the Moon. Phobos rises in the west, sets in the east, and rises again in just 11 hours. Deimos, being only just outside synchronous orbit – where the orbital period would match the planet's period of rotation – rises as expected in the east but slowly. Despite the 30-hour orbit of Deimos, 2.7 days elapse between its rise and set for an equatorial observer, as it slowly falls behind the rotation of Mars.[227]
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Because the orbit of Phobos is below synchronous altitude, the tidal forces from the planet Mars are gradually lowering its orbit. In about 50 million years, it could either crash into Mars's surface or break up into a ring structure around the planet.[227]
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The origin of the two moons is not well understood. Their low albedo and carbonaceous chondrite composition have been regarded as similar to asteroids, supporting the capture theory. The unstable orbit of Phobos would seem to point towards a relatively recent capture. But both have circular orbits, near the equator, which is unusual for captured objects and the required capture dynamics are complex. Accretion early in the history of Mars is plausible, but would not account for a composition resembling asteroids rather than Mars itself, if that is confirmed.
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A third possibility is the involvement of a third body or a type of impact disruption.[228] More-recent lines of evidence for Phobos having a highly porous interior,[229] and suggesting a composition containing mainly phyllosilicates and other minerals known from Mars,[230] point toward an origin of Phobos from material ejected by an impact on Mars that reaccreted in Martian orbit,[231] similar to the prevailing theory for the origin of Earth's moon. Although the VNIR spectra of the moons of Mars resemble those of outer-belt asteroids, the thermal infrared spectra of Phobos are reported to be inconsistent with chondrites of any class.[230]
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Mars may have moons smaller than 50 to 100 metres (160 to 330 ft) in diameter, and a dust ring is predicted to exist between Phobos and Deimos.[22]
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Dozens of crewless spacecraft, including orbiters, landers, and rovers, have been sent to Mars by the Soviet Union, the United States, Europe, and India to study the planet's surface, climate, and geology.
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As of 2018[update], Mars is host to eight functioning spacecraft: six in orbit — 2001 Mars Odyssey, Mars Express, Mars Reconnaissance Orbiter, MAVEN, Mars Orbiter Mission and ExoMars Trace Gas Orbiter — and two on the surface — Mars Science Laboratory Curiosity (rover) and InSight (lander). The public can request images of Mars via the Mars Reconnaissance Orbiter's HiWish program.
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The Mars Science Laboratory, named Curiosity, launched on 26 November 2011, and reached Mars on 6 August 2012 UTC. It is larger and more advanced than the Mars Exploration Rovers, with a movement rate up to 90 metres (300 ft) per hour.[232] Experiments include a laser chemical sampler that can deduce the make-up of rocks at a distance of 7 metres (23 ft).[233] On 10 February 2013, the Curiosity rover obtained the first deep rock samples ever taken from another planetary body, using its on-board drill.[234] The same year, it discovered that Mars's soil contains between 1.5% and 3% water by mass (albeit attached to other compounds and thus not freely accessible).[235] Observations by the Mars Reconnaissance Orbiter had previously revealed the possibility of flowing water during the warmest months on Mars.[236]
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On 24 September 2014, Mars Orbiter Mission (MOM), launched by the Indian Space Research Organisation (ISRO), reached Mars orbit. ISRO launched MOM on 5 November 2013, with the aim of analyzing the Martian atmosphere and topography. The Mars Orbiter Mission used a Hohmann transfer orbit to escape Earth's gravitational influence and catapult into a nine-month-long voyage to Mars. The mission is the first successful Asian interplanetary mission.[237]
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The European Space Agency, in collaboration with Roscosmos, launched the ExoMars Trace Gas Orbiter and Schiaparelli lander on 14 March 2016.[238] While the Trace Gas Orbiter successfully entered Mars orbit on 19 October 2016, Schiaparelli crashed during its landing attempt.[239]
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In May 2018, NASA's InSight lander was launched, along with the twin MarCO CubeSats that will fly by Mars and provide a telemetry relay for the landing. The mission arrived at Mars in November 2018.[240][241] InSight detected its first potential marsquake in April 2019.[242][243]
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In 2019, MAVEN spacecraft mapped high-altitude global wind patterns at Mars for the first time.[244][245] It was discovered that the winds which are miles above the surface retained information about the land forms below.[244]
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NASA plans to launch its Perseverance astrobiology rover between 30 July and 15 August 2020.[246] The rover will cache samples for future retrieval and return to Earth. The current concept for the Mars sample-return mission would launch in 2026 and feature hardware built by NASA and ESA.[247]
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The European Space Agency will launch the ExoMars rover and surface platform sometime between August and October of 2022.[248]
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The United Arab Emirates' Mars Hope orbiter is launched on 19 July 2020, reaching Mars orbit in 2021. The probe will make a global study of the Martian atmosphere.[249]
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Several plans for a human mission to Mars have been proposed throughout the 20th and 21st centuries, but no human mission has yet launched. SpaceX founder Elon Musk presented a plan in September 2016 to, optimistically, launch a crewed mission to Mars in 2024 at an estimated development cost of US$10 billion, but this mission is not expected to take place before 2027.[250] In October 2016, President Barack Obama renewed United States policy to pursue the goal of sending humans to Mars in the 2030s, and to continue using the International Space Station as a technology incubator in that pursuit.[251][252] The NASA Authorization Act of 2017 directed NASA to get humans near or on the surface of Mars by the early 2030s.[253]
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With the presence of various orbiters, landers, and rovers, it is possible to practice astronomy from Mars. Although Mars's moon Phobos appears about one-third the angular diameter of the full moon on Earth, Deimos appears more or less star-like, looking only slightly brighter than Venus does from Earth.[254]
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Various phenomena seen from Earth have also been observed from Mars, such as meteors and auroras.[255] The apparent sizes of the moons Phobos and Deimos are sufficiently smaller than that of the Sun; thus, their partial "eclipses" of the Sun are best considered transits (see transit of Deimos and Phobos from Mars).[256][257] Transits of Mercury and Venus have been observed from Mars. A transit of Earth will be seen from Mars on 10 November 2084.[258]
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On 19 October 2014, comet Siding Spring passed extremely close to Mars, so close that the coma may have enveloped Mars.[259][260][261][262][263][264]
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The mean apparent magnitude of Mars is +0.71 with a standard deviation of 1.05.[12] Because the orbit of Mars is eccentric, the magnitude at opposition from the Sun can range from about −3.0 to −1.4.[266] The minimum brightness is magnitude +1.86 when the planet is in conjunction with the Sun.[12] At its brightest, Mars (along with Jupiter) are second only to Venus in luminosity.[12] Mars usually appears distinctly yellow, orange, or red. NASA's Spirit rover has taken pictures of a greenish-brown, mud-colored landscape with blue-grey rocks and patches of light red sand.[267] When farthest away from Earth, it is more than seven times farther away than when it is closest. When least favorably positioned, it can be lost in the Sun's glare for months at a time. At its most favorable times — at 15-year or 17-year intervals, and always between late July and late September — a lot of surface detail can be seen with a telescope. Especially noticeable, even at low magnification, are the polar ice caps.[268]
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As Mars approaches opposition, it begins a period of retrograde motion, which means it will appear to move backwards in a looping motion with respect to the background stars. The duration of this retrograde motion lasts for about 72 days, and Mars reaches its peak luminosity in the middle of this motion.[269]
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The point at which Mars's geocentric longitude is 180° different from the Sun's is known as opposition, which is near the time of closest approach to Earth. The time of opposition can occur as much as 8.5 days away from the closest approach. The distance at close approach varies between about 54 and 103 million km (34 and 64 million mi) due to the planets' elliptical orbits, which causes comparable variation in angular size.[270][271] The last Mars opposition occurred on 27 July 2018,[272] at a distance of about 58 million km (36 million mi).[273] The next Mars opposition occurs on 13 October 2020, at a distance of about 63 million km (39 million mi).[273] The average time between the successive oppositions of Mars, its synodic period, is 780 days; but the number of days between the dates of successive oppositions can range from 764 to 812.[274]
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As Mars approaches opposition it begins a period of retrograde motion, which makes it appear to move backwards in a looping motion relative to the background stars. The duration of this retrograde motion is about 72 days.
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Mars made its closest approach to Earth and maximum apparent brightness in nearly 60,000 years, 55,758,006 km (0.37271925 AU; 34,646,419 mi), magnitude −2.88, on 27 August 2003, at 09:51:13 UTC. This occurred when Mars was one day from opposition and about three days from its perihelion, making it particularly easy to see from Earth. The last time it came so close is estimated to have been on 12 September 57,617 BC, the next time being in 2287.[275] This record approach was only slightly closer than other recent close approaches. For instance, the minimum distance on 22 August 1924, was 0.37285 AU, and the minimum distance on 24 August 2208, will be 0.37279 AU.[195]
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Every 15 to 17 years, Mars comes into opposition near its perihelion. These perihelic oppositions make a closer approach to earth than other oppositions which occur every 2.1 years. Mars comes into perihelic opposition in 2003, 2018 and 2035, with 2020 and 2033 being close to perihelic opposition.
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The history of observations of Mars is marked by the oppositions of Mars, when the planet is closest to Earth and hence is most easily visible, which occur every couple of years. Even more notable are the perihelic oppositions of Mars, which occur every 15 or 17 years and are distinguished because Mars is close to perihelion, making it even closer to Earth.
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The ancient Sumerians believed that Mars was Nergal, the god of war and plague.[277] During Sumerian times, Nergal was a minor deity of little significance,[277] but, during later times, his main cult center was the city of Nineveh.[277] In Mesopotamian texts, Mars is referred to as the "star of judgement of the fate of the dead".[278] The existence of Mars as a wandering object in the night sky was recorded by the ancient Egyptian astronomers and, by 1534 BCE, they were familiar with the retrograde motion of the planet.[279] By the period of the Neo-Babylonian Empire, the Babylonian astronomers were making regular records of the positions of the planets and systematic observations of their behavior. For Mars, they knew that the planet made 37 synodic periods, or 42 circuits of the zodiac, every 79 years. They invented arithmetic methods for making minor corrections to the predicted positions of the planets.[280][281] In Ancient Greece, the planet was known as Πυρόεις.[282]
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In the fourth century BCE, Aristotle noted that Mars disappeared behind the Moon during an occultation, indicating that the planet was farther away.[283] Ptolemy, a Greek living in Alexandria,[284] attempted to address the problem of the orbital motion of Mars. Ptolemy's model and his collective work on astronomy was presented in the multi-volume collection Almagest, which became the authoritative treatise on Western astronomy for the next fourteen centuries.[285] Literature from ancient China confirms that Mars was known by Chinese astronomers by no later than the fourth century BCE.[286] In the East Asian cultures, Mars is traditionally referred to as the "fire star" (Chinese: 火星), based on the Five elements.[287][288][289]
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During the seventeenth century, Tycho Brahe measured the diurnal parallax of Mars that Johannes Kepler used to make a preliminary calculation of the relative distance to the planet.[290] When the telescope became available, the diurnal parallax of Mars was again measured in an effort to determine the Sun-Earth distance. This was first performed by Giovanni Domenico Cassini in 1672. The early parallax measurements were hampered by the quality of the instruments.[291] The only occultation of Mars by Venus observed was that of October 13, 1590, seen by Michael Maestlin at Heidelberg.[292] In 1610, Mars was viewed by Italian astronomer Galileo Galilei, who was first to see it via telescope.[276] The first person to draw a map of Mars that displayed any terrain features was the Dutch astronomer Christiaan Huygens.[293]
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By the 19th century, the resolution of telescopes reached a level sufficient for surface features to be identified. A perihelic opposition of Mars occurred on September 5, 1877. In that year, the Italian astronomer Giovanni Schiaparelli used a 22 centimetres (8.7 in) telescope in Milan to help produce the first detailed map of Mars. These maps notably contained features he called canali, which were later shown to be an optical illusion. These canali were supposedly long, straight lines on the surface of Mars, to which he gave names of famous rivers on Earth. His term, which means "channels" or "grooves", was popularly mistranslated in English as "canals".[294][295]
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Influenced by the observations, the orientalist Percival Lowell founded an observatory which had 30 and 45 centimetres (12 and 18 in) telescopes. The observatory was used for the exploration of Mars during the last good opportunity in 1894 and the following less favorable oppositions. He published several books on Mars and life on the planet, which had a great influence on the public.[296][297] The canali were independently found by other astronomers, like Henri Joseph Perrotin and Louis Thollon in Nice, using one of the largest telescopes of that time.[298][299]
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The seasonal changes (consisting of the diminishing of the polar caps and the dark areas formed during Martian summer) in combination with the canals led to speculation about life on Mars, and it was a long-held belief that Mars contained vast seas and vegetation. The telescope never reached the resolution required to give proof to any speculations. As bigger telescopes were used, fewer long, straight canali were observed. During an observation in 1909 by Camille Flammarion with an 84 centimetres (33 in) telescope, irregular patterns were observed, but no canali were seen.[300]
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Even in the 1960s, articles were published on Martian biology, putting aside explanations other than life for the seasonal changes on Mars. Detailed scenarios for the metabolism and chemical cycles for a functional ecosystem have been published.[301]
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Once spacecraft visited the planet during NASA's Mariner missions in the 1960s and 1970s, these concepts were radically broken. The results of the Viking life-detection experiments aided an intermission in which the hypothesis of a hostile, dead planet was generally accepted.[302]
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Mariner 9 and Viking allowed better maps of Mars to be made using the data from these missions, and another major leap forward was the Mars Global Surveyor mission, launched in 1996 and operated until late 2006, that allowed complete, extremely detailed maps of the Martian topography, magnetic field and surface minerals to be obtained.[303] These maps are available online; for example, at Google Mars. Mars Reconnaissance Orbiter and Mars Express continued exploring with new instruments, and supporting lander missions. NASA provides two online tools: Mars Trek, which provides visualizations of the planet using data from 50 years of exploration, and Experience Curiosity, which simulates traveling on Mars in 3-D with Curiosity.[304]
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Mars is named after the Roman god of war. In different cultures, Mars represents masculinity and youth. Its symbol, a circle with an arrow pointing out to the upper right, is used as a symbol for the male gender.
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The many failures in Mars exploration probes resulted in a satirical counter-culture blaming the failures on an Earth-Mars "Bermuda Triangle", a "Mars Curse", or a "Great Galactic Ghoul" that feeds on Martian spacecraft.[305]
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The fashionable idea that Mars was populated by intelligent Martians exploded in the late 19th century. Schiaparelli's "canali" observations combined with Percival Lowell's books on the subject put forward the standard notion of a planet that was a drying, cooling, dying world with ancient civilizations constructing irrigation works.[306]
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Many other observations and proclamations by notable personalities added to what has been termed "Mars Fever".[307] In 1899, while investigating atmospheric radio noise using his receivers in his Colorado Springs lab, inventor Nikola Tesla observed repetitive signals that he later surmised might have been radio communications coming from another planet, possibly Mars. In a 1901 interview, Tesla said:
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It was some time afterward when the thought flashed upon my mind that the disturbances I had observed might be due to an intelligent control. Although I could not decipher their meaning, it was impossible for me to think of them as having been entirely accidental. The feeling is constantly growing on me that I had been the first to hear the greeting of one planet to another.[308]
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Tesla's theories gained support from Lord Kelvin who, while visiting the United States in 1902, was reported to have said that he thought Tesla had picked up Martian signals being sent to the United States.[309] Kelvin "emphatically" denied this report shortly before leaving: "What I really said was that the inhabitants of Mars, if there are any, were doubtless able to see New York, particularly the glare of the electricity".[310]
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In a New York Times article in 1901, Edward Charles Pickering, director of the Harvard College Observatory, said that they had received a telegram from Lowell Observatory in Arizona that seemed to confirm that Mars was trying to communicate with Earth.[311]
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Early in December 1900, we received from Lowell Observatory in Arizona a telegram that a shaft of light had been seen to project from Mars (the Lowell observatory makes a specialty of Mars) lasting seventy minutes. I wired these facts to Europe and sent out neostyle copies through this country. The observer there is a careful, reliable man and there is no reason to doubt that the light existed. It was given as from a well-known geographical point on Mars. That was all. Now the story has gone the world over. In Europe, it is stated that I have been in communication with Mars, and all sorts of exaggerations have spring up. Whatever the light was, we have no means of knowing. Whether it had intelligence or not, no one can say. It is absolutely inexplicable.[311]
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Pickering later proposed creating a set of mirrors in Texas, intended to signal Martians.[312]
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In recent decades, the high-resolution mapping of the surface of Mars, culminating in Mars Global Surveyor, revealed no artifacts of habitation by "intelligent" life, but pseudoscientific speculation about intelligent life on Mars continues from commentators such as Richard C. Hoagland. Reminiscent of the canali controversy, these speculations are based on small scale features perceived in the spacecraft images, such as "pyramids" and the "Face on Mars". Planetary astronomer Carl Sagan wrote:
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Mars has become a kind of mythic arena onto which we have projected our Earthly hopes and fears.[295]
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The depiction of Mars in fiction has been stimulated by its dramatic red color and by nineteenth century scientific speculations that its surface conditions might support not just life but intelligent life.[313] Thus originated a large number of science fiction scenarios, among which is H. G. Wells' The War of the Worlds, published in 1898, in which Martians seek to escape their dying planet by invading Earth.
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Influential works included Ray Bradbury's The Martian Chronicles, in which human explorers accidentally destroy a Martian civilization, Edgar Rice Burroughs' Barsoom series, C. S. Lewis' novel Out of the Silent Planet (1938),[314] and a number of Robert A. Heinlein stories before the mid-sixties.[315]
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Jonathan Swift made reference to the moons of Mars, about 150 years before their actual discovery by Asaph Hall, detailing reasonably accurate descriptions of their orbits, in the 19th chapter of his novel Gulliver's Travels.[316]
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A comic figure of an intelligent Martian, Marvin the Martian, appeared in Haredevil Hare (1948) as a character in the Looney Tunes animated cartoons of Warner Brothers, and has continued as part of popular culture to the present.[317]
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After the Mariner and Viking spacecraft had returned pictures of Mars as it really is, an apparently lifeless and canal-less world, these ideas about Mars had to be abandoned, and a vogue for accurate, realist depictions of human colonies on Mars developed, the best known of which may be Kim Stanley Robinson's Mars trilogy. Pseudo-scientific speculations about the Face on Mars and other enigmatic landmarks spotted by space probes have meant that ancient civilizations continue to be a popular theme in science fiction, especially in film.[318]
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Solar System → Local Interstellar Cloud → Local Bubble → Gould Belt → Orion Arm → Milky Way → Milky Way subgroup → Local Group → Local Sheet → Virgo Supercluster → Laniakea Supercluster → Observable universe → UniverseEach arrow (→) may be read as "within" or "part of".
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Mars is the fourth planet from the Sun and the second-smallest planet in the Solar System, being only larger than Mercury. In English, Mars carries the name of the Roman god of war and is often referred to as the "Red Planet".[16][17] The latter refers to the effect of the iron oxide prevalent on Mars' surface, which gives it a reddish appearance distinctive among the astronomical bodies visible to the naked eye.[18] Mars is a terrestrial planet with a thin atmosphere, with surface features reminiscent of the impact craters of the Moon and the valleys, deserts and polar ice caps of Earth.
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The days and seasons are comparable to those of Earth, because the rotational period as well as the tilt of the rotational axis relative to the ecliptic plane are similar. Mars is the site of Olympus Mons, the largest volcano and highest known mountain on any planet in the Solar System and of Valles Marineris, one of the largest canyons in the Solar System. The smooth Borealis basin in the northern hemisphere covers 40% of the planet and may be a giant impact feature.[19][20] Mars has two moons, Phobos and Deimos, which are small and irregularly shaped. These may be captured asteroids, similar to 5261 Eureka, a Mars trojan.[21][22]
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Mars has been explored by unmanned spacecraft. Mariner 4, launched by NASA on 28 November 1964, was the first spacecraft to visit Mars, making its closest approach to the planet on 15 July 1965. Mariner 4 detected the weak Martian radiation belt, measured at about 0.1% that of Earth and captured the first images of another planet from deep space.[23][24] On 20 July 1976, Viking 1 performed the first successful landing on the Martian surface.[25] The Soviet Mars 3 spacecraft achieved a soft landing in December 1971 but contact was lost with its lander seconds after touchdown.[26] On 4 July 1997, the Mars Pathfinder spacecraft landed on Mars and on 5 July released its rover, Sojourner, the first robotic rover to operate on Mars.[27] Pathfinder was followed by the Mars Exploration Rovers, Spirit and Opportunity, which landed on Mars in January 2004 and operated until 22 March 2010 and 10 June 2018, respectively.[28][29] The Mars Express orbiter, the first European Space Agency (ESA) spacecraft to visit Mars, arrived in orbit on 25 December 2003.[30] On 24 September 2014, the Indian Space Research Organisation (ISRO) became the fourth space agency to visit Mars, when its maiden interplanetary mission, the Mars Orbiter Mission spacecraft, arrived in orbit.[31][32]
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There are investigations assessing the past habitability of Mars, as well as the possibility of extant life. Astrobiology missions are planned, including the Perseverance and Rosalind Franklin rovers.[33][34][35][36] Liquid water cannot exist on the surface of Mars due to low atmospheric pressure, which is less than 1% of the atmospheric pressure on Earth, except at the lowest elevations for short periods.[37][38][39] The two polar ice caps appear to be made largely of water.[40][41] The volume of water ice in the south polar ice cap, if melted, would be sufficient to cover the planetary surface to a depth of 11 metres (36 ft).[42] In November 2016, NASA reported finding a large amount of underground ice in the Utopia Planitia region. The volume of water detected has been estimated to be equivalent to the volume of water in Lake Superior.[43][44][45]
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Mars can easily be seen from Earth with the naked eye, as can its reddish coloring. Its apparent magnitude reaches −2.94, which is surpassed only by Venus, the Moon and the Sun.[12] Optical ground-based telescopes are typically limited to resolving features about 300 kilometres (190 mi) across when Earth and Mars are closest because of Earth's atmosphere.[46]
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In English, the planet is named for the Roman god of war,[47] an association made because of its red color, which suggests blood.[48] The adjectival form of Latin Mars is Martius,[49] which provides the English words Martian, used as an adjective or for a putative inhabitant of Mars, and Martial, used as an adjective corresponding to Terrestrial for Earth.[50] In Greek, the planet is known as Ἄρης Arēs, with the inflectional root Ἄρε- Are-.[51] From this comes technical terms such as areology, as well as the adjective Arean[52] and the star name Antares. 'Mars' is also the basis of the name of the month of March (from Latin Martius mēnsis 'month of Mars'), as well as (through loan-translation) of Tuesday (Latin dies Martis 'day of Mars'), where the old Anglo-Saxon god Tíw was identified with Roman Mars.
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The archaic Latin form Māvors /ˈmeɪvɔːrz/ is very occasionally seen in English, though the adjectives Mavortial and Mavortian mean 'martial' in the military rather than planetary sense.[53]
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Due to the global influence of European languages, a word like Mars or Marte for the planet is common around the world, though it may be used alongside older, native words. A number of other languages have provided words with international usage. For example, Arabic مريخ mirrīkh – which has connotations of fire – is used as the (or a) name for the planet in Persian, Urdu, Malay and Swahili,[54] among others, while Chinese 火星 [Mandarin Huǒxīng] 'fire star' (for in Chinese the five classical planets are identified with the five elements) is used in Korean, Japanese and Vietnamese.[55]
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A long-standing nickname for Mars is "The Red Planet". That is also the planet's name in Hebrew, "Ma'adim" (מאדים), which is derived from "Adom" (אדום) - "Red"
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Mars is approximately half the diameter of Earth, with a surface area only slightly less than the total area of Earth's dry land.[10] Mars is less dense than Earth, having about 15% of Earth's volume and 11% of Earth's mass, resulting in about 38% of Earth's surface gravity. The red-orange appearance of the Martian surface is caused by iron(III) oxide, or rust.[56] It can look like butterscotch;[57] other common surface colors include golden, brown, tan, and greenish, depending on the minerals present.[57]
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Like Earth, Mars has differentiated into a dense metallic core overlaid by less dense materials.[58] Current models of its interior imply a core with a radius of about 1,794 ± 65 kilometres (1,115 ± 40 mi), consisting primarily of iron and nickel with about 16–17% sulfur.[59] This iron(II) sulfide core is thought to be twice as rich in lighter elements as Earth's.[60] The core is surrounded by a silicate mantle that formed many of the tectonic and volcanic features on the planet, but it appears to be dormant. Besides silicon and oxygen, the most abundant elements in the Martian crust are iron, magnesium, aluminium, calcium, and potassium. The average thickness of the planet's crust is about 50 kilometres (31 mi), with a maximum thickness of 125 kilometres (78 mi).[60] Earth's crust averages 40 kilometres (25 mi).
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Mars is seismically active, with InSight recording over 450 marsquakes and related events in 2019.[61][62]
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Mars is a terrestrial planet that consists of minerals containing silicon and oxygen, metals, and other elements that typically make up rock. The surface of Mars is primarily composed of tholeiitic basalt,[63] although parts are more silica-rich than typical basalt and may be similar to andesitic rocks on Earth or silica glass. Regions of low albedo suggest concentrations of plagioclase feldspar, with northern low albedo regions displaying higher than normal concentrations of sheet silicates and high-silicon glass. Parts of the southern highlands include detectable amounts of high-calcium pyroxenes. Localized concentrations of hematite and olivine have been found.[64] Much of the surface is deeply covered by finely grained iron(III) oxide dust.[65][66]
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Although Mars has no evidence of a structured global magnetic field,[68] observations show that parts of the planet's crust have been magnetized, suggesting that alternating polarity reversals of its dipole field have occurred in the past. This paleomagnetism of magnetically susceptible minerals is similar to the alternating bands found on Earth's ocean floors. One theory, published in 1999 and re-examined in October 2005 (with the help of the Mars Global Surveyor), is that these bands suggest plate tectonic activity on Mars four billion years ago, before the planetary dynamo ceased to function and the planet's magnetic field faded.[69]
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It is thought that, during the Solar System's formation, Mars was created as the result of a stochastic process of run-away accretion of material from the protoplanetary disk that orbited the Sun. Mars has many distinctive chemical features caused by its position in the Solar System. Elements with comparatively low boiling points, such as chlorine, phosphorus, and sulphur, are much more common on Mars than Earth; these elements were probably pushed outward by the young Sun's energetic solar wind.[70]
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After the formation of the planets, all were subjected to the so-called "Late Heavy Bombardment". About 60% of the surface of Mars shows a record of impacts from that era,[71][72][73] whereas much of the remaining surface is probably underlain by immense impact basins caused by those events. There is evidence of an enormous impact basin in the northern hemisphere of Mars, spanning 10,600 by 8,500 kilometres (6,600 by 5,300 mi), or roughly four times the size of the Moon's South Pole – Aitken basin, the largest impact basin yet discovered.[19][20] This theory suggests that Mars was struck by a Pluto-sized body about four billion years ago. The event, thought to be the cause of the Martian hemispheric dichotomy, created the smooth Borealis basin that covers 40% of the planet.[74][75]
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The geological history of Mars can be split into many periods, but the following are the three primary periods:[77][78]
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Geological activity is still taking place on Mars. The Athabasca Valles is home to sheet-like lava flows created about 200 Mya. Water flows in the grabens called the Cerberus Fossae occurred less than 20 Mya, indicating equally recent volcanic intrusions.[79] On 19 February 2008, images from the Mars Reconnaissance Orbiter showed evidence of an avalanche from a 700-metre-high (2,300 ft) cliff.[80]
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The Phoenix lander returned data showing Martian soil to be slightly alkaline and containing elements such as magnesium, sodium, potassium and chlorine. These nutrients are found in soils on Earth, and they are necessary for growth of plants.[81] Experiments performed by the lander showed that the Martian soil has a basic pH of 7.7, and contains 0.6% of the salt perchlorate.[82][83][84][85] This is a very high concentration and makes the Martian soil toxic (see also Martian soil toxicity).[86][87]
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Streaks are common across Mars and new ones appear frequently on steep slopes of craters, troughs, and valleys. The streaks are dark at first and get lighter with age. The streaks can start in a tiny area, then spread out for hundreds of metres. They have been seen to follow the edges of boulders and other obstacles in their path. The commonly accepted theories include that they are dark underlying layers of soil revealed after avalanches of bright dust or dust devils.[88] Several other explanations have been put forward, including those that involve water or even the growth of organisms.[89][90]
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Liquid water cannot exist on the surface of Mars due to low atmospheric pressure, which is less than 1% that of Earth's,[37] except at the lowest elevations for short periods.[38][39] The two polar ice caps appear to be made largely of water.[40][41] The volume of water ice in the south polar ice cap, if melted, would be sufficient to cover the entire planetary surface to a depth of 11 metres (36 ft).[42] A permafrost mantle stretches from the pole to latitudes of about 60°.[40] Large quantities of ice are thought to be trapped within the thick cryosphere of Mars. Radar data from Mars Express and the Mars Reconnaissance Orbiter (MRO) show large quantities of ice at both poles (July 2005)[91][92] and at middle latitudes (November 2008).[93] The Phoenix lander directly sampled water ice in shallow Martian soil on 31 July 2008.[94]
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Landforms visible on Mars strongly suggest that liquid water has existed on the planet's surface. Huge linear swathes of scoured ground, known as outflow channels, cut across the surface in about 25 places. These are thought to be a record of erosion caused by the catastrophic release of water from subsurface aquifers, though some of these structures have been hypothesized to result from the action of glaciers or lava.[95][96] One of the larger examples, Ma'adim Vallis is 700 kilometres (430 mi) long, much greater than the Grand Canyon, with a width of 20 kilometres (12 mi) and a depth of 2 kilometres (1.2 mi) in places. It is thought to have been carved by flowing water early in Mars's history.[97] The youngest of these channels are thought to have formed as recently as only a few million years ago.[98] Elsewhere, particularly on the oldest areas of the Martian surface, finer-scale, dendritic networks of valleys are spread across significant proportions of the landscape. Features of these valleys and their distribution strongly imply that they were carved by runoff resulting from precipitation in early Mars history. Subsurface water flow and groundwater sapping may play important subsidiary roles in some networks, but precipitation was probably the root cause of the incision in almost all cases.[99]
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Along crater and canyon walls, there are thousands of features that appear similar to terrestrial gullies. The gullies tend to be in the highlands of the southern hemisphere and to face the Equator; all are poleward of 30° latitude. A number of authors have suggested that their formation process involves liquid water, probably from melting ice,[100][101] although others have argued for formation mechanisms involving carbon dioxide frost or the movement of dry dust.[102][103] No partially degraded gullies have formed by weathering and no superimposed impact craters have been observed, indicating that these are young features, possibly still active.[101] Other geological features, such as deltas and alluvial fans preserved in craters, are further evidence for warmer, wetter conditions at an interval or intervals in earlier Mars history.[104] Such conditions necessarily require the widespread presence of crater lakes across a large proportion of the surface, for which there is independent mineralogical, sedimentological and geomorphological evidence.[105]
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Further evidence that liquid water once existed on the surface of Mars comes from the detection of specific minerals such as hematite and goethite, both of which sometimes form in the presence of water.[108] In 2004, Opportunity detected the mineral jarosite. This forms only in the presence of acidic water, which demonstrates that water once existed on Mars.[109] More recent evidence for liquid water comes from the finding of the mineral gypsum on the surface by NASA's Mars rover Opportunity in December 2011.[110][111] It is estimated that the amount of water in the upper mantle of Mars, represented by hydroxyl ions contained within the minerals of Mars's geology, is equal to or greater than that of Earth at 50–300 parts per million of water, which is enough to cover the entire planet to a depth of 200–1,000 metres (660–3,280 ft).[112]
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In 2005, radar data revealed the presence of large quantities of water ice at the poles[91] and at mid-latitudes.[93][113] The Mars rover Spirit sampled chemical compounds containing water molecules in March 2007. The Phoenix lander directly sampled water ice in shallow Martian soil on 31 July 2008.[94]
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On 18 March 2013, NASA reported evidence from instruments on the Curiosity rover of mineral hydration, likely hydrated calcium sulfate, in several rock samples including the broken fragments of "Tintina" rock and "Sutton Inlier" rock as well as in veins and nodules in other rocks like "Knorr" rock and "Wernicke" rock.[114][115][116] Analysis using the rover's DAN instrument provided evidence of subsurface water, amounting to as much as 4% water content, down to a depth of 60 centimetres (24 in), during the rover's traverse from the Bradbury Landing site to the Yellowknife Bay area in the Glenelg terrain.[114] In September 2015, NASA announced that they had found conclusive evidence of hydrated brine flows on recurring slope lineae, based on spectrometer readings of the darkened areas of slopes.[117][118][119] These observations provided confirmation of earlier hypotheses based on timing of formation and their rate of growth, that these dark streaks resulted from water flowing in the very shallow subsurface.[120] The streaks contain hydrated salts, perchlorates, which have water molecules in their crystal structure.[121] The streaks flow downhill in Martian summer, when the temperature is above −23° Celsius, and freeze at lower temperatures.[122]
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Researchers suspect that much of the low northern plains of the planet were covered with an ocean hundreds of meters deep, though this remains controversial.[123] In March 2015, scientists stated that such an ocean might have been the size of Earth's Arctic Ocean. This finding was derived from the ratio of water to deuterium in the modern Martian atmosphere compared to that ratio on Earth. The amount of Martian deuterium is eight times the amount that exists on Earth, suggesting that ancient Mars had significantly higher levels of water. Results from the Curiosity rover had previously found a high ratio of deuterium in Gale Crater, though not significantly high enough to suggest the former presence of an ocean. Other scientists caution that these results have not been confirmed, and point out that Martian climate models have not yet shown that the planet was warm enough in the past to support bodies of liquid water.[124]
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Near the northern polar cap is the 81.4 kilometres (50.6 mi) wide Korolev Crater, where the Mars Express orbiter found it to be filled with approximately 2,200 cubic kilometres (530 cu mi) of water ice.[125] The crater floor lies about 2 kilometres (1.2 mi) below the rim, and is covered by a 1.8 kilometres (1.1 mi) deep central mound of permanent water ice, up to 60 kilometres (37 mi) in diameter.[125][126]
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In February 2020, it was found that dark streaks called recurring slope lineae (RSL), which appear seasonably, are caused by briny water flowing for a few days annually.[127][128]
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Mars has two permanent polar ice caps. During a pole's winter, it lies in continuous darkness, chilling the surface and causing the deposition of 25–30% of the atmosphere into slabs of CO2 ice (dry ice).[130] When the poles are again exposed to sunlight, the frozen CO2 sublimes. These seasonal actions transport large amounts of dust and water vapor, giving rise to Earth-like frost and large cirrus clouds. Clouds of water-ice were photographed by the Opportunity rover in 2004.[131]
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The caps at both poles consist primarily (70%) of water ice. Frozen carbon dioxide accumulates as a comparatively thin layer about one metre thick on the north cap in the northern winter only, whereas the south cap has a permanent dry ice cover about eight metres thick. This permanent dry ice cover at the south pole is peppered by flat floored, shallow, roughly circular pits, which repeat imaging shows are expanding by meters per year; this suggests that the permanent CO2 cover over the south pole water ice is degrading over time.[132] The northern polar cap has a diameter of about 1,000 kilometres (620 mi) during the northern Mars summer,[133] and contains about 1.6 million cubic kilometres (5.7×1016 cu ft) of ice, which, if spread evenly on the cap, would be 2 kilometres (1.2 mi) thick.[134] (This compares to a volume of 2.85 million cubic kilometres (1.01×1017 cu ft) for the Greenland ice sheet.) The southern polar cap has a diameter of 350 kilometres (220 mi) and a thickness of 3 kilometres (1.9 mi).[135] The total volume of ice in the south polar cap plus the adjacent layered deposits has been estimated at 1.6 million cubic km.[136] Both polar caps show spiral troughs, which recent analysis of SHARAD ice penetrating radar has shown are a result of katabatic winds that spiral due to the Coriolis Effect.[137][138]
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The seasonal frosting of areas near the southern ice cap results in the formation of transparent 1-metre-thick slabs of dry ice above the ground. With the arrival of spring, sunlight warms the subsurface and pressure from subliming CO2 builds up under a slab, elevating and ultimately rupturing it. This leads to geyser-like eruptions of CO2 gas mixed with dark basaltic sand or dust. This process is rapid, observed happening in the space of a few days, weeks or months, a rate of change rather unusual in geology – especially for Mars. The gas rushing underneath a slab to the site of a geyser carves a spiderweb-like pattern of radial channels under the ice, the process being the inverted equivalent of an erosion network formed by water draining through a single plughole.[139][140][141][142]
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Although better remembered for mapping the Moon, Johann Heinrich Mädler and Wilhelm Beer were the first areographers. They began by establishing that most of Mars's surface features were permanent and by more precisely determining the planet's rotation period. In 1840, Mädler combined ten years of observations and drew the first map of Mars. Rather than giving names to the various markings, Beer and Mädler simply designated them with letters; Meridian Bay (Sinus Meridiani) was thus feature "a".[143]
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Today, features on Mars are named from a variety of sources. Albedo features are named for classical mythology. Craters larger than 60 km are named for deceased scientists and writers and others who have contributed to the study of Mars. Craters smaller than 60 km are named for towns and villages of the world with populations of less than 100,000. Large valleys are named for the word "Mars" or "star" in various languages; small valleys are named for rivers.[144]
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Large albedo features retain many of the older names, but are often updated to reflect new knowledge of the nature of the features. For example, Nix Olympica (the snows of Olympus) has become Olympus Mons (Mount Olympus).[145] The surface of Mars as seen from Earth is divided into two kinds of areas, with differing albedo. The paler plains covered with dust and sand rich in reddish iron oxides were once thought of as Martian "continents" and given names like Arabia Terra (land of Arabia) or Amazonis Planitia (Amazonian plain). The dark features were thought to be seas, hence their names Mare Erythraeum, Mare Sirenum and Aurorae Sinus. The largest dark feature seen from Earth is Syrtis Major Planum.[146] The permanent northern polar ice cap is named Planum Boreum, whereas the southern cap is called Planum Australe.
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Mars's equator is defined by its rotation, but the location of its Prime Meridian was specified, as was Earth's (at Greenwich), by choice of an arbitrary point; Mädler and Beer selected a line for their first maps of Mars in 1830. After the spacecraft Mariner 9 provided extensive imagery of Mars in 1972, a small crater (later called Airy-0), located in the Sinus Meridiani ("Middle Bay" or "Meridian Bay"), was chosen by Merton Davies of the Rand Corporation[147] for the definition of 0.0° longitude to coincide with the original selection.[148]
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Because Mars has no oceans and hence no "sea level", a zero-elevation surface had to be selected as a reference level; this is called the areoid[149] of Mars, analogous to the terrestrial geoid.[150] Zero altitude was defined by the height at which there is 610.5 Pa (6.105 mbar) of atmospheric pressure.[151] This pressure corresponds to the triple point of water, and it is about 0.6% of the sea level surface pressure on Earth (0.006 atm).[152] In practice, today this surface is defined directly from satellite gravity measurements.[citation needed]
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For mapping purposes, the United States Geological Survey divides the surface of Mars into thirty cartographic quadrangles, each named for a classical albedo feature it contains. The quadrangles can be seen and explored via the interactive image map below.
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The dichotomy of Martian topography is striking: northern plains flattened by lava flows contrast with the southern highlands, pitted and cratered by ancient impacts. Research in 2008 has presented evidence regarding a theory proposed in 1980 postulating that, four billion years ago, the northern hemisphere of Mars was struck by an object one-tenth to two-thirds the size of Earth's Moon. If validated, this would make the northern hemisphere of Mars the site of an impact crater 10,600 by 8,500 kilometres (6,600 by 5,300 mi) in size, or roughly the area of Europe, Asia, and Australia combined, surpassing the South Pole–Aitken basin as the largest impact crater in the Solar System.[19][20]
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Mars is scarred by a number of impact craters: a total of 43,000 craters with a diameter of 5 kilometres (3.1 mi) or greater have been found.[157] The largest confirmed of these is the Hellas impact basin, a light albedo feature clearly visible from Earth.[158] Due to the smaller mass of Mars, the probability of an object colliding with the planet is about half that of Earth. Mars is located closer to the asteroid belt, so it has an increased chance of being struck by materials from that source. Mars is more likely to be struck by short-period comets, i.e., those that lie within the orbit of Jupiter.[159] In spite of this, there are far fewer craters on Mars compared with the Moon, because the atmosphere of Mars provides protection against small meteors and surface modifying processes have erased some craters.
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Martian craters can have a morphology that suggests the ground became wet after the meteor impacted.[160]
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The shield volcano Olympus Mons (Mount Olympus) is an extinct volcano in the vast upland region Tharsis, which contains several other large volcanoes. Olympus Mons is roughly three times the height of Mount Everest, which in comparison stands at just over 8.8 kilometres (5.5 mi).[161] It is either the tallest or second-tallest mountain in the Solar System, depending on how it is measured, with various sources giving figures ranging from about 21 to 27 kilometres (13 to 17 mi) high.[162][163]
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The large canyon, Valles Marineris (Latin for "Mariner Valleys", also known as Agathadaemon in the old canal maps), has a length of 4,000 kilometres (2,500 mi) and a depth of up to 7 kilometres (4.3 mi). The length of Valles Marineris is equivalent to the length of Europe and extends across one-fifth the circumference of Mars. By comparison, the Grand Canyon on Earth is only 446 kilometres (277 mi) long and nearly 2 kilometres (1.2 mi) deep. Valles Marineris was formed due to the swelling of the Tharsis area, which caused the crust in the area of Valles Marineris to collapse. In 2012, it was proposed that Valles Marineris is not just a graben, but a plate boundary where 150 kilometres (93 mi) of transverse motion has occurred, making Mars a planet with possibly a two-tectonic plate arrangement.[164][165]
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Images from the Thermal Emission Imaging System (THEMIS) aboard NASA's Mars Odyssey orbiter have revealed seven possible cave entrances on the flanks of the volcano Arsia Mons.[166] The caves, named after loved ones of their discoverers, are collectively known as the "seven sisters".[167] Cave entrances measure from 100 to 252 metres (328 to 827 ft) wide and they are estimated to be at least 73 to 96 metres (240 to 315 ft) deep. Because light does not reach the floor of most of the caves, it is possible that they extend much deeper than these lower estimates and widen below the surface. "Dena" is the only exception; its floor is visible and was measured to be 130 metres (430 ft) deep. The interiors of these caverns may be protected from micrometeoroids, UV radiation, solar flares and high energy particles that bombard the planet's surface.[168]
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Mars lost its magnetosphere 4 billion years ago,[169] possibly because of numerous asteroid strikes,[170] so the solar wind interacts directly with the Martian ionosphere, lowering the atmospheric density by stripping away atoms from the outer layer. Both Mars Global Surveyor and Mars Express have detected ionised atmospheric particles trailing off into space behind Mars,[169][171] and this atmospheric loss is being studied by the MAVEN orbiter. Compared to Earth, the atmosphere of Mars is quite rarefied. Atmospheric pressure on the surface today ranges from a low of 30 Pa (0.030 kPa) on Olympus Mons to over 1,155 Pa (1.155 kPa) in Hellas Planitia, with a mean pressure at the surface level of 600 Pa (0.60 kPa).[172] The highest atmospheric density on Mars is equal to that found 35 kilometres (22 mi)[173] above Earth's surface. The resulting mean surface pressure is only 0.6% of that of Earth (101.3 kPa). The scale height of the atmosphere is about 10.8 kilometres (6.7 mi),[174] which is higher than Earth's, 6 kilometres (3.7 mi), because the surface gravity of Mars is only about 38% of Earth's, an effect offset by both the lower temperature and 50% higher average molecular weight of the atmosphere of Mars.
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The atmosphere of Mars consists of about 96% carbon dioxide, 1.93% argon and 1.89% nitrogen along with traces of oxygen and water.[10][175] The atmosphere is quite dusty, containing particulates about 1.5 µm in diameter which give the Martian sky a tawny color when seen from the surface.[176] It may take on a pink hue due to iron oxide particles suspended in it.[17]
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Methane has been detected in the Martian atmosphere;[177][178] it occurs in extended plumes, and the profiles imply that the methane is released from discrete regions. The concentration of methane fluctuates from about 0.24 ppb during the northern winter to about 0.65 ppb during the summer.[179]
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Estimates of its lifetime range from 0.6–4 years,[180][181] so its presence indicates that an active source of the gas must be present. Methane could be produced by non-biological process such as serpentinization involving water, carbon dioxide, and the mineral olivine, which is known to be common on Mars.[182] Methanogenic microbial life forms in the subsurface are among possible sources. But even if rover missions determine that microscopic Martian life is the source of the methane, the life forms likely reside far below the surface, outside of the rover's reach.[183]
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In 1994, the European Space Agency's Mars Express found an ultraviolet glow coming from "magnetic umbrellas" in the southern hemisphere. Mars does not have a global magnetic field which guides charged particles entering the atmosphere. Mars has multiple umbrella-shaped magnetic fields mainly in the southern hemisphere, which are remnants of a global field that decayed billions of years ago.
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In late December 2014, NASA's MAVEN spacecraft detected evidence of widespread auroras in Mars's northern hemisphere and descended to approximately 20–30° North latitude of Mars's equator. The particles causing the aurora penetrated into the Martian atmosphere, creating auroras below 100 km above the surface, Earth's auroras range from 100 km to 500 km above the surface. Magnetic fields in the solar wind drape over Mars, into the atmosphere, and the charged particles follow the solar wind magnetic field lines into the atmosphere, causing auroras to occur outside the magnetic umbrellas.[185]
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On 18 March 2015, NASA reported the detection of an aurora that is not fully understood and an unexplained dust cloud in the atmosphere of Mars.[186]
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In September 2017, NASA reported radiation levels on the surface of the planet Mars were temporarily doubled, and were associated with an aurora 25 times brighter than any observed earlier, due to a massive, and unexpected, solar storm in the middle of the month.[187]
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Of all the planets in the Solar System, the seasons of Mars are the most Earth-like, due to the similar tilts of the two planets' rotational axes. The lengths of the Martian seasons are about twice those of Earth's because Mars's greater distance from the Sun leads to the Martian year being about two Earth years long. Martian surface temperatures vary from lows of about −143 °C (−225 °F) at the winter polar caps[13] to highs of up to 35 °C (95 °F) in equatorial summer.[14] The wide range in temperatures is due to the thin atmosphere which cannot store much solar heat, the low atmospheric pressure, and the low thermal inertia of Martian soil.[188] The planet is 1.52 times as far from the Sun as Earth, resulting in just 43% of the amount of sunlight.[189]
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If Mars had an Earth-like orbit, its seasons would be similar to Earth's because its axial tilt is similar to Earth's. The comparatively large eccentricity of the Martian orbit has a significant effect. Mars is near perihelion when it is summer in the southern hemisphere and winter in the north, and near aphelion when it is winter in the southern hemisphere and summer in the north. As a result, the seasons in the southern hemisphere are more extreme and the seasons in the northern are milder than would otherwise be the case. The summer temperatures in the south can be warmer than the equivalent summer temperatures in the north by up to 30 °C (54 °F).[190]
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Mars has the largest dust storms in the Solar System, reaching speeds of over 160 km/h (100 mph). These can vary from a storm over a small area, to gigantic storms that cover the entire planet. They tend to occur when Mars is closest to the Sun, and have been shown to increase the global temperature.[191]
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Mars's average distance from the Sun is roughly 230 million km (143 million mi), and its orbital period is 687 (Earth) days. The solar day (or sol) on Mars is only slightly longer than an Earth day: 24 hours, 39 minutes, and 35.244 seconds.[193] A Martian year is equal to 1.8809 Earth years, or 1 year, 320 days, and 18.2 hours.[10]
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The axial tilt of Mars is 25.19° relative to its orbital plane, which is similar to the axial tilt of Earth.[10] As a result, Mars has seasons like Earth, though on Mars they are nearly twice as long because its orbital period is that much longer. In the present day epoch, the orientation of the north pole of Mars is close to the star Deneb.[15]
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Mars has a relatively pronounced orbital eccentricity of about 0.09; of the seven other planets in the Solar System, only Mercury has a larger orbital eccentricity. It is known that in the past, Mars has had a much more circular orbit. At one point, 1.35 million Earth years ago, Mars had an eccentricity of roughly 0.002, much less than that of Earth today.[194] Mars's cycle of eccentricity is 96,000 Earth years compared to Earth's cycle of 100,000 years.[195] Mars has a much longer cycle of eccentricity, with a period of 2.2 million Earth years, and this overshadows the 96,000-year cycle in the eccentricity graphs. For the last 35,000 years, the orbit of Mars has been getting slightly more eccentric because of the gravitational effects of the other planets. The closest distance between Earth and Mars will continue to mildly decrease for the next 25,000 years.[196]
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The current understanding of planetary habitability — the ability of a world to develop environmental conditions favorable to the emergence of life — favors planets that have liquid water on their surface. Most often this requires the orbit of a planet to lie within the habitable zone, which for the Sun extends from just beyond Venus to about the semi-major axis of Mars.[197] During perihelion, Mars dips inside this region, but Mars's thin (low-pressure) atmosphere prevents liquid water from existing over large regions for extended periods. The past flow of liquid water demonstrates the planet's potential for habitability. Recent evidence has suggested that any water on the Martian surface may have been too salty and acidic to support regular terrestrial life.[198]
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The lack of a magnetosphere and the extremely thin atmosphere of Mars are a challenge: the planet has little heat transfer across its surface, poor insulation against bombardment of the solar wind and insufficient atmospheric pressure to retain water in a liquid form (water instead sublimes to a gaseous state). Mars is nearly, or perhaps totally, geologically dead; the end of volcanic activity has apparently stopped the recycling of chemicals and minerals between the surface and interior of the planet.[200]
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In situ investigations have been performed on Mars by the Viking landers, Spirit and Opportunity rovers, Phoenix lander, and Curiosity rover. Evidence suggests that the planet was once significantly more habitable than it is today, but whether living organisms ever existed there remains unknown. The Viking probes of the mid-1970s carried experiments designed to detect microorganisms in Martian soil at their respective landing sites and had positive results, including a temporary increase of CO2 production on exposure to water and nutrients. This sign of life was later disputed by scientists, resulting in a continuing debate, with NASA scientist Gilbert Levin asserting that Viking may have found life. A re-analysis of the Viking data, in light of modern knowledge of extremophile forms of life, has suggested that the Viking tests were not sophisticated enough to detect these forms of life. The tests could even have killed a (hypothetical) life form.[201] Tests conducted by the Phoenix Mars lander have shown that the soil has an alkaline pH and it contains magnesium, sodium, potassium and chloride.[202] The soil nutrients may be able to support life, but life would still have to be shielded from the intense ultraviolet light.[203] A recent analysis of martian meteorite EETA79001 found 0.6 ppm ClO−4, 1.4 ppm ClO−3, and 16 ppm NO−3, most likely of Martian origin. The ClO−3 suggests the presence of other highly oxidizing oxychlorines, such as ClO−2 or ClO, produced both by UV oxidation of Cl and X-ray radiolysis of ClO−4. Thus, only highly refractory and/or well-protected (sub-surface) organics or life forms are likely to survive.[204]
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A 2014 analysis of the Phoenix WCL showed that the Ca(ClO4)2 in the Phoenix soil has not interacted with liquid water of any form, perhaps for as long as 600 million years. If it had, the highly soluble Ca(ClO4)2 in contact with liquid water would have formed only CaSO4. This suggests a severely arid environment, with minimal or no liquid water interaction.[206]
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Scientists have proposed that carbonate globules found in meteorite ALH84001, which is thought to have originated from Mars, could be fossilized microbes extant on Mars when the meteorite was blasted from the Martian surface by a meteor strike some 15 million years ago. This proposal has been met with skepticism, and an exclusively inorganic origin for the shapes has been proposed.[207]
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Small quantities of methane and formaldehyde detected by Mars orbiters are both claimed to be possible evidence for life, as these chemical compounds would quickly break down in the Martian atmosphere.[208][209] Alternatively, these compounds may instead be replenished by volcanic or other geological means, such as serpentinite.[182]
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Impact glass, formed by the impact of meteors, which on Earth can preserve signs of life, has been found on the surface of the impact craters on Mars.[210][211] Likewise, the glass in impact craters on Mars could have preserved signs of life if life existed at the site.[212][213][214]
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In May 2017, evidence of the earliest known life on land on Earth may have been found in 3.48-billion-year-old geyserite and other related mineral deposits (often found around hot springs and geysers) uncovered in the Pilbara Craton of Western Australia. These findings may be helpful in deciding where best to search for early signs of life on the planet Mars.[215][216]
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In early 2018, media reports speculated that certain rock features at a site called Jura looked like a type of fossil, but project scientists say the formations likely resulted from a geological process at the bottom of an ancient drying lakebed, and are related to mineral veins in the area similar to gypsum crystals.[205]
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On 7 June 2018, NASA announced that the Curiosity rover had discovered organic compounds in sedimentary rocks dating to three billion years old,[217] indicating that some of the building blocks for life were present.[218][219]
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In July 2018, scientists reported the discovery of a subglacial lake on Mars, the first known stable body of water on the planet. It sits 1.5 km (0.9 mi) below the surface at the base of the southern polar ice cap and is about 20 kilometres (12 mi) wide.[220][221] The lake was discovered using the MARSIS radar on board the Mars Express orbiter, and the profiles were collected between May 2012 and December 2015.[222] The lake is centered at 193° East, 81° South, a flat area that does not exhibit any peculiar topographic characteristics. It is mostly surrounded by higher ground except on its eastern side, where there is a depression.[220]
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Mars has two relatively small (compared to Earth's) natural moons, Phobos (about 22 kilometres (14 mi) in diameter) and Deimos (about 12 kilometres (7.5 mi) in diameter), which orbit close to the planet. Asteroid capture is a long-favored theory, but their origin remains uncertain.[223] Both satellites were discovered in 1877 by Asaph Hall; they are named after the characters Phobos (panic/fear) and Deimos (terror/dread), who, in Greek mythology, accompanied their father Ares, god of war, into battle. Mars was the Roman counterpart of Ares.[224][225] In modern Greek, the planet retains its ancient name Ares (Aris: Άρης).[226]
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From the surface of Mars, the motions of Phobos and Deimos appear different from that of the Moon. Phobos rises in the west, sets in the east, and rises again in just 11 hours. Deimos, being only just outside synchronous orbit – where the orbital period would match the planet's period of rotation – rises as expected in the east but slowly. Despite the 30-hour orbit of Deimos, 2.7 days elapse between its rise and set for an equatorial observer, as it slowly falls behind the rotation of Mars.[227]
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Because the orbit of Phobos is below synchronous altitude, the tidal forces from the planet Mars are gradually lowering its orbit. In about 50 million years, it could either crash into Mars's surface or break up into a ring structure around the planet.[227]
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The origin of the two moons is not well understood. Their low albedo and carbonaceous chondrite composition have been regarded as similar to asteroids, supporting the capture theory. The unstable orbit of Phobos would seem to point towards a relatively recent capture. But both have circular orbits, near the equator, which is unusual for captured objects and the required capture dynamics are complex. Accretion early in the history of Mars is plausible, but would not account for a composition resembling asteroids rather than Mars itself, if that is confirmed.
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A third possibility is the involvement of a third body or a type of impact disruption.[228] More-recent lines of evidence for Phobos having a highly porous interior,[229] and suggesting a composition containing mainly phyllosilicates and other minerals known from Mars,[230] point toward an origin of Phobos from material ejected by an impact on Mars that reaccreted in Martian orbit,[231] similar to the prevailing theory for the origin of Earth's moon. Although the VNIR spectra of the moons of Mars resemble those of outer-belt asteroids, the thermal infrared spectra of Phobos are reported to be inconsistent with chondrites of any class.[230]
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Mars may have moons smaller than 50 to 100 metres (160 to 330 ft) in diameter, and a dust ring is predicted to exist between Phobos and Deimos.[22]
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Dozens of crewless spacecraft, including orbiters, landers, and rovers, have been sent to Mars by the Soviet Union, the United States, Europe, and India to study the planet's surface, climate, and geology.
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As of 2018[update], Mars is host to eight functioning spacecraft: six in orbit — 2001 Mars Odyssey, Mars Express, Mars Reconnaissance Orbiter, MAVEN, Mars Orbiter Mission and ExoMars Trace Gas Orbiter — and two on the surface — Mars Science Laboratory Curiosity (rover) and InSight (lander). The public can request images of Mars via the Mars Reconnaissance Orbiter's HiWish program.
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The Mars Science Laboratory, named Curiosity, launched on 26 November 2011, and reached Mars on 6 August 2012 UTC. It is larger and more advanced than the Mars Exploration Rovers, with a movement rate up to 90 metres (300 ft) per hour.[232] Experiments include a laser chemical sampler that can deduce the make-up of rocks at a distance of 7 metres (23 ft).[233] On 10 February 2013, the Curiosity rover obtained the first deep rock samples ever taken from another planetary body, using its on-board drill.[234] The same year, it discovered that Mars's soil contains between 1.5% and 3% water by mass (albeit attached to other compounds and thus not freely accessible).[235] Observations by the Mars Reconnaissance Orbiter had previously revealed the possibility of flowing water during the warmest months on Mars.[236]
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On 24 September 2014, Mars Orbiter Mission (MOM), launched by the Indian Space Research Organisation (ISRO), reached Mars orbit. ISRO launched MOM on 5 November 2013, with the aim of analyzing the Martian atmosphere and topography. The Mars Orbiter Mission used a Hohmann transfer orbit to escape Earth's gravitational influence and catapult into a nine-month-long voyage to Mars. The mission is the first successful Asian interplanetary mission.[237]
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The European Space Agency, in collaboration with Roscosmos, launched the ExoMars Trace Gas Orbiter and Schiaparelli lander on 14 March 2016.[238] While the Trace Gas Orbiter successfully entered Mars orbit on 19 October 2016, Schiaparelli crashed during its landing attempt.[239]
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In May 2018, NASA's InSight lander was launched, along with the twin MarCO CubeSats that will fly by Mars and provide a telemetry relay for the landing. The mission arrived at Mars in November 2018.[240][241] InSight detected its first potential marsquake in April 2019.[242][243]
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In 2019, MAVEN spacecraft mapped high-altitude global wind patterns at Mars for the first time.[244][245] It was discovered that the winds which are miles above the surface retained information about the land forms below.[244]
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NASA plans to launch its Perseverance astrobiology rover between 30 July and 15 August 2020.[246] The rover will cache samples for future retrieval and return to Earth. The current concept for the Mars sample-return mission would launch in 2026 and feature hardware built by NASA and ESA.[247]
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The European Space Agency will launch the ExoMars rover and surface platform sometime between August and October of 2022.[248]
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The United Arab Emirates' Mars Hope orbiter is launched on 19 July 2020, reaching Mars orbit in 2021. The probe will make a global study of the Martian atmosphere.[249]
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Several plans for a human mission to Mars have been proposed throughout the 20th and 21st centuries, but no human mission has yet launched. SpaceX founder Elon Musk presented a plan in September 2016 to, optimistically, launch a crewed mission to Mars in 2024 at an estimated development cost of US$10 billion, but this mission is not expected to take place before 2027.[250] In October 2016, President Barack Obama renewed United States policy to pursue the goal of sending humans to Mars in the 2030s, and to continue using the International Space Station as a technology incubator in that pursuit.[251][252] The NASA Authorization Act of 2017 directed NASA to get humans near or on the surface of Mars by the early 2030s.[253]
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With the presence of various orbiters, landers, and rovers, it is possible to practice astronomy from Mars. Although Mars's moon Phobos appears about one-third the angular diameter of the full moon on Earth, Deimos appears more or less star-like, looking only slightly brighter than Venus does from Earth.[254]
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Various phenomena seen from Earth have also been observed from Mars, such as meteors and auroras.[255] The apparent sizes of the moons Phobos and Deimos are sufficiently smaller than that of the Sun; thus, their partial "eclipses" of the Sun are best considered transits (see transit of Deimos and Phobos from Mars).[256][257] Transits of Mercury and Venus have been observed from Mars. A transit of Earth will be seen from Mars on 10 November 2084.[258]
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On 19 October 2014, comet Siding Spring passed extremely close to Mars, so close that the coma may have enveloped Mars.[259][260][261][262][263][264]
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The mean apparent magnitude of Mars is +0.71 with a standard deviation of 1.05.[12] Because the orbit of Mars is eccentric, the magnitude at opposition from the Sun can range from about −3.0 to −1.4.[266] The minimum brightness is magnitude +1.86 when the planet is in conjunction with the Sun.[12] At its brightest, Mars (along with Jupiter) are second only to Venus in luminosity.[12] Mars usually appears distinctly yellow, orange, or red. NASA's Spirit rover has taken pictures of a greenish-brown, mud-colored landscape with blue-grey rocks and patches of light red sand.[267] When farthest away from Earth, it is more than seven times farther away than when it is closest. When least favorably positioned, it can be lost in the Sun's glare for months at a time. At its most favorable times — at 15-year or 17-year intervals, and always between late July and late September — a lot of surface detail can be seen with a telescope. Especially noticeable, even at low magnification, are the polar ice caps.[268]
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As Mars approaches opposition, it begins a period of retrograde motion, which means it will appear to move backwards in a looping motion with respect to the background stars. The duration of this retrograde motion lasts for about 72 days, and Mars reaches its peak luminosity in the middle of this motion.[269]
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The point at which Mars's geocentric longitude is 180° different from the Sun's is known as opposition, which is near the time of closest approach to Earth. The time of opposition can occur as much as 8.5 days away from the closest approach. The distance at close approach varies between about 54 and 103 million km (34 and 64 million mi) due to the planets' elliptical orbits, which causes comparable variation in angular size.[270][271] The last Mars opposition occurred on 27 July 2018,[272] at a distance of about 58 million km (36 million mi).[273] The next Mars opposition occurs on 13 October 2020, at a distance of about 63 million km (39 million mi).[273] The average time between the successive oppositions of Mars, its synodic period, is 780 days; but the number of days between the dates of successive oppositions can range from 764 to 812.[274]
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As Mars approaches opposition it begins a period of retrograde motion, which makes it appear to move backwards in a looping motion relative to the background stars. The duration of this retrograde motion is about 72 days.
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Mars made its closest approach to Earth and maximum apparent brightness in nearly 60,000 years, 55,758,006 km (0.37271925 AU; 34,646,419 mi), magnitude −2.88, on 27 August 2003, at 09:51:13 UTC. This occurred when Mars was one day from opposition and about three days from its perihelion, making it particularly easy to see from Earth. The last time it came so close is estimated to have been on 12 September 57,617 BC, the next time being in 2287.[275] This record approach was only slightly closer than other recent close approaches. For instance, the minimum distance on 22 August 1924, was 0.37285 AU, and the minimum distance on 24 August 2208, will be 0.37279 AU.[195]
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Every 15 to 17 years, Mars comes into opposition near its perihelion. These perihelic oppositions make a closer approach to earth than other oppositions which occur every 2.1 years. Mars comes into perihelic opposition in 2003, 2018 and 2035, with 2020 and 2033 being close to perihelic opposition.
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The history of observations of Mars is marked by the oppositions of Mars, when the planet is closest to Earth and hence is most easily visible, which occur every couple of years. Even more notable are the perihelic oppositions of Mars, which occur every 15 or 17 years and are distinguished because Mars is close to perihelion, making it even closer to Earth.
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The ancient Sumerians believed that Mars was Nergal, the god of war and plague.[277] During Sumerian times, Nergal was a minor deity of little significance,[277] but, during later times, his main cult center was the city of Nineveh.[277] In Mesopotamian texts, Mars is referred to as the "star of judgement of the fate of the dead".[278] The existence of Mars as a wandering object in the night sky was recorded by the ancient Egyptian astronomers and, by 1534 BCE, they were familiar with the retrograde motion of the planet.[279] By the period of the Neo-Babylonian Empire, the Babylonian astronomers were making regular records of the positions of the planets and systematic observations of their behavior. For Mars, they knew that the planet made 37 synodic periods, or 42 circuits of the zodiac, every 79 years. They invented arithmetic methods for making minor corrections to the predicted positions of the planets.[280][281] In Ancient Greece, the planet was known as Πυρόεις.[282]
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In the fourth century BCE, Aristotle noted that Mars disappeared behind the Moon during an occultation, indicating that the planet was farther away.[283] Ptolemy, a Greek living in Alexandria,[284] attempted to address the problem of the orbital motion of Mars. Ptolemy's model and his collective work on astronomy was presented in the multi-volume collection Almagest, which became the authoritative treatise on Western astronomy for the next fourteen centuries.[285] Literature from ancient China confirms that Mars was known by Chinese astronomers by no later than the fourth century BCE.[286] In the East Asian cultures, Mars is traditionally referred to as the "fire star" (Chinese: 火星), based on the Five elements.[287][288][289]
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During the seventeenth century, Tycho Brahe measured the diurnal parallax of Mars that Johannes Kepler used to make a preliminary calculation of the relative distance to the planet.[290] When the telescope became available, the diurnal parallax of Mars was again measured in an effort to determine the Sun-Earth distance. This was first performed by Giovanni Domenico Cassini in 1672. The early parallax measurements were hampered by the quality of the instruments.[291] The only occultation of Mars by Venus observed was that of October 13, 1590, seen by Michael Maestlin at Heidelberg.[292] In 1610, Mars was viewed by Italian astronomer Galileo Galilei, who was first to see it via telescope.[276] The first person to draw a map of Mars that displayed any terrain features was the Dutch astronomer Christiaan Huygens.[293]
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By the 19th century, the resolution of telescopes reached a level sufficient for surface features to be identified. A perihelic opposition of Mars occurred on September 5, 1877. In that year, the Italian astronomer Giovanni Schiaparelli used a 22 centimetres (8.7 in) telescope in Milan to help produce the first detailed map of Mars. These maps notably contained features he called canali, which were later shown to be an optical illusion. These canali were supposedly long, straight lines on the surface of Mars, to which he gave names of famous rivers on Earth. His term, which means "channels" or "grooves", was popularly mistranslated in English as "canals".[294][295]
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Influenced by the observations, the orientalist Percival Lowell founded an observatory which had 30 and 45 centimetres (12 and 18 in) telescopes. The observatory was used for the exploration of Mars during the last good opportunity in 1894 and the following less favorable oppositions. He published several books on Mars and life on the planet, which had a great influence on the public.[296][297] The canali were independently found by other astronomers, like Henri Joseph Perrotin and Louis Thollon in Nice, using one of the largest telescopes of that time.[298][299]
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The seasonal changes (consisting of the diminishing of the polar caps and the dark areas formed during Martian summer) in combination with the canals led to speculation about life on Mars, and it was a long-held belief that Mars contained vast seas and vegetation. The telescope never reached the resolution required to give proof to any speculations. As bigger telescopes were used, fewer long, straight canali were observed. During an observation in 1909 by Camille Flammarion with an 84 centimetres (33 in) telescope, irregular patterns were observed, but no canali were seen.[300]
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Even in the 1960s, articles were published on Martian biology, putting aside explanations other than life for the seasonal changes on Mars. Detailed scenarios for the metabolism and chemical cycles for a functional ecosystem have been published.[301]
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Once spacecraft visited the planet during NASA's Mariner missions in the 1960s and 1970s, these concepts were radically broken. The results of the Viking life-detection experiments aided an intermission in which the hypothesis of a hostile, dead planet was generally accepted.[302]
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Mariner 9 and Viking allowed better maps of Mars to be made using the data from these missions, and another major leap forward was the Mars Global Surveyor mission, launched in 1996 and operated until late 2006, that allowed complete, extremely detailed maps of the Martian topography, magnetic field and surface minerals to be obtained.[303] These maps are available online; for example, at Google Mars. Mars Reconnaissance Orbiter and Mars Express continued exploring with new instruments, and supporting lander missions. NASA provides two online tools: Mars Trek, which provides visualizations of the planet using data from 50 years of exploration, and Experience Curiosity, which simulates traveling on Mars in 3-D with Curiosity.[304]
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Mars is named after the Roman god of war. In different cultures, Mars represents masculinity and youth. Its symbol, a circle with an arrow pointing out to the upper right, is used as a symbol for the male gender.
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The many failures in Mars exploration probes resulted in a satirical counter-culture blaming the failures on an Earth-Mars "Bermuda Triangle", a "Mars Curse", or a "Great Galactic Ghoul" that feeds on Martian spacecraft.[305]
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The fashionable idea that Mars was populated by intelligent Martians exploded in the late 19th century. Schiaparelli's "canali" observations combined with Percival Lowell's books on the subject put forward the standard notion of a planet that was a drying, cooling, dying world with ancient civilizations constructing irrigation works.[306]
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Many other observations and proclamations by notable personalities added to what has been termed "Mars Fever".[307] In 1899, while investigating atmospheric radio noise using his receivers in his Colorado Springs lab, inventor Nikola Tesla observed repetitive signals that he later surmised might have been radio communications coming from another planet, possibly Mars. In a 1901 interview, Tesla said:
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It was some time afterward when the thought flashed upon my mind that the disturbances I had observed might be due to an intelligent control. Although I could not decipher their meaning, it was impossible for me to think of them as having been entirely accidental. The feeling is constantly growing on me that I had been the first to hear the greeting of one planet to another.[308]
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Tesla's theories gained support from Lord Kelvin who, while visiting the United States in 1902, was reported to have said that he thought Tesla had picked up Martian signals being sent to the United States.[309] Kelvin "emphatically" denied this report shortly before leaving: "What I really said was that the inhabitants of Mars, if there are any, were doubtless able to see New York, particularly the glare of the electricity".[310]
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In a New York Times article in 1901, Edward Charles Pickering, director of the Harvard College Observatory, said that they had received a telegram from Lowell Observatory in Arizona that seemed to confirm that Mars was trying to communicate with Earth.[311]
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Early in December 1900, we received from Lowell Observatory in Arizona a telegram that a shaft of light had been seen to project from Mars (the Lowell observatory makes a specialty of Mars) lasting seventy minutes. I wired these facts to Europe and sent out neostyle copies through this country. The observer there is a careful, reliable man and there is no reason to doubt that the light existed. It was given as from a well-known geographical point on Mars. That was all. Now the story has gone the world over. In Europe, it is stated that I have been in communication with Mars, and all sorts of exaggerations have spring up. Whatever the light was, we have no means of knowing. Whether it had intelligence or not, no one can say. It is absolutely inexplicable.[311]
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Pickering later proposed creating a set of mirrors in Texas, intended to signal Martians.[312]
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In recent decades, the high-resolution mapping of the surface of Mars, culminating in Mars Global Surveyor, revealed no artifacts of habitation by "intelligent" life, but pseudoscientific speculation about intelligent life on Mars continues from commentators such as Richard C. Hoagland. Reminiscent of the canali controversy, these speculations are based on small scale features perceived in the spacecraft images, such as "pyramids" and the "Face on Mars". Planetary astronomer Carl Sagan wrote:
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Mars has become a kind of mythic arena onto which we have projected our Earthly hopes and fears.[295]
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The depiction of Mars in fiction has been stimulated by its dramatic red color and by nineteenth century scientific speculations that its surface conditions might support not just life but intelligent life.[313] Thus originated a large number of science fiction scenarios, among which is H. G. Wells' The War of the Worlds, published in 1898, in which Martians seek to escape their dying planet by invading Earth.
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Influential works included Ray Bradbury's The Martian Chronicles, in which human explorers accidentally destroy a Martian civilization, Edgar Rice Burroughs' Barsoom series, C. S. Lewis' novel Out of the Silent Planet (1938),[314] and a number of Robert A. Heinlein stories before the mid-sixties.[315]
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Jonathan Swift made reference to the moons of Mars, about 150 years before their actual discovery by Asaph Hall, detailing reasonably accurate descriptions of their orbits, in the 19th chapter of his novel Gulliver's Travels.[316]
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A comic figure of an intelligent Martian, Marvin the Martian, appeared in Haredevil Hare (1948) as a character in the Looney Tunes animated cartoons of Warner Brothers, and has continued as part of popular culture to the present.[317]
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After the Mariner and Viking spacecraft had returned pictures of Mars as it really is, an apparently lifeless and canal-less world, these ideas about Mars had to be abandoned, and a vogue for accurate, realist depictions of human colonies on Mars developed, the best known of which may be Kim Stanley Robinson's Mars trilogy. Pseudo-scientific speculations about the Face on Mars and other enigmatic landmarks spotted by space probes have meant that ancient civilizations continue to be a popular theme in science fiction, especially in film.[318]
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Solar System → Local Interstellar Cloud → Local Bubble → Gould Belt → Orion Arm → Milky Way → Milky Way subgroup → Local Group → Local Sheet → Virgo Supercluster → Laniakea Supercluster → Observable universe → UniverseEach arrow (→) may be read as "within" or "part of".
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Mars is the fourth planet from the Sun and the second-smallest planet in the Solar System, being only larger than Mercury. In English, Mars carries the name of the Roman god of war and is often referred to as the "Red Planet".[16][17] The latter refers to the effect of the iron oxide prevalent on Mars' surface, which gives it a reddish appearance distinctive among the astronomical bodies visible to the naked eye.[18] Mars is a terrestrial planet with a thin atmosphere, with surface features reminiscent of the impact craters of the Moon and the valleys, deserts and polar ice caps of Earth.
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The days and seasons are comparable to those of Earth, because the rotational period as well as the tilt of the rotational axis relative to the ecliptic plane are similar. Mars is the site of Olympus Mons, the largest volcano and highest known mountain on any planet in the Solar System and of Valles Marineris, one of the largest canyons in the Solar System. The smooth Borealis basin in the northern hemisphere covers 40% of the planet and may be a giant impact feature.[19][20] Mars has two moons, Phobos and Deimos, which are small and irregularly shaped. These may be captured asteroids, similar to 5261 Eureka, a Mars trojan.[21][22]
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Mars has been explored by unmanned spacecraft. Mariner 4, launched by NASA on 28 November 1964, was the first spacecraft to visit Mars, making its closest approach to the planet on 15 July 1965. Mariner 4 detected the weak Martian radiation belt, measured at about 0.1% that of Earth and captured the first images of another planet from deep space.[23][24] On 20 July 1976, Viking 1 performed the first successful landing on the Martian surface.[25] The Soviet Mars 3 spacecraft achieved a soft landing in December 1971 but contact was lost with its lander seconds after touchdown.[26] On 4 July 1997, the Mars Pathfinder spacecraft landed on Mars and on 5 July released its rover, Sojourner, the first robotic rover to operate on Mars.[27] Pathfinder was followed by the Mars Exploration Rovers, Spirit and Opportunity, which landed on Mars in January 2004 and operated until 22 March 2010 and 10 June 2018, respectively.[28][29] The Mars Express orbiter, the first European Space Agency (ESA) spacecraft to visit Mars, arrived in orbit on 25 December 2003.[30] On 24 September 2014, the Indian Space Research Organisation (ISRO) became the fourth space agency to visit Mars, when its maiden interplanetary mission, the Mars Orbiter Mission spacecraft, arrived in orbit.[31][32]
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There are investigations assessing the past habitability of Mars, as well as the possibility of extant life. Astrobiology missions are planned, including the Perseverance and Rosalind Franklin rovers.[33][34][35][36] Liquid water cannot exist on the surface of Mars due to low atmospheric pressure, which is less than 1% of the atmospheric pressure on Earth, except at the lowest elevations for short periods.[37][38][39] The two polar ice caps appear to be made largely of water.[40][41] The volume of water ice in the south polar ice cap, if melted, would be sufficient to cover the planetary surface to a depth of 11 metres (36 ft).[42] In November 2016, NASA reported finding a large amount of underground ice in the Utopia Planitia region. The volume of water detected has been estimated to be equivalent to the volume of water in Lake Superior.[43][44][45]
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Mars can easily be seen from Earth with the naked eye, as can its reddish coloring. Its apparent magnitude reaches −2.94, which is surpassed only by Venus, the Moon and the Sun.[12] Optical ground-based telescopes are typically limited to resolving features about 300 kilometres (190 mi) across when Earth and Mars are closest because of Earth's atmosphere.[46]
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In English, the planet is named for the Roman god of war,[47] an association made because of its red color, which suggests blood.[48] The adjectival form of Latin Mars is Martius,[49] which provides the English words Martian, used as an adjective or for a putative inhabitant of Mars, and Martial, used as an adjective corresponding to Terrestrial for Earth.[50] In Greek, the planet is known as Ἄρης Arēs, with the inflectional root Ἄρε- Are-.[51] From this comes technical terms such as areology, as well as the adjective Arean[52] and the star name Antares. 'Mars' is also the basis of the name of the month of March (from Latin Martius mēnsis 'month of Mars'), as well as (through loan-translation) of Tuesday (Latin dies Martis 'day of Mars'), where the old Anglo-Saxon god Tíw was identified with Roman Mars.
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The archaic Latin form Māvors /ˈmeɪvɔːrz/ is very occasionally seen in English, though the adjectives Mavortial and Mavortian mean 'martial' in the military rather than planetary sense.[53]
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Due to the global influence of European languages, a word like Mars or Marte for the planet is common around the world, though it may be used alongside older, native words. A number of other languages have provided words with international usage. For example, Arabic مريخ mirrīkh – which has connotations of fire – is used as the (or a) name for the planet in Persian, Urdu, Malay and Swahili,[54] among others, while Chinese 火星 [Mandarin Huǒxīng] 'fire star' (for in Chinese the five classical planets are identified with the five elements) is used in Korean, Japanese and Vietnamese.[55]
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A long-standing nickname for Mars is "The Red Planet". That is also the planet's name in Hebrew, "Ma'adim" (מאדים), which is derived from "Adom" (אדום) - "Red"
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Mars is approximately half the diameter of Earth, with a surface area only slightly less than the total area of Earth's dry land.[10] Mars is less dense than Earth, having about 15% of Earth's volume and 11% of Earth's mass, resulting in about 38% of Earth's surface gravity. The red-orange appearance of the Martian surface is caused by iron(III) oxide, or rust.[56] It can look like butterscotch;[57] other common surface colors include golden, brown, tan, and greenish, depending on the minerals present.[57]
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Like Earth, Mars has differentiated into a dense metallic core overlaid by less dense materials.[58] Current models of its interior imply a core with a radius of about 1,794 ± 65 kilometres (1,115 ± 40 mi), consisting primarily of iron and nickel with about 16–17% sulfur.[59] This iron(II) sulfide core is thought to be twice as rich in lighter elements as Earth's.[60] The core is surrounded by a silicate mantle that formed many of the tectonic and volcanic features on the planet, but it appears to be dormant. Besides silicon and oxygen, the most abundant elements in the Martian crust are iron, magnesium, aluminium, calcium, and potassium. The average thickness of the planet's crust is about 50 kilometres (31 mi), with a maximum thickness of 125 kilometres (78 mi).[60] Earth's crust averages 40 kilometres (25 mi).
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Mars is seismically active, with InSight recording over 450 marsquakes and related events in 2019.[61][62]
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Mars is a terrestrial planet that consists of minerals containing silicon and oxygen, metals, and other elements that typically make up rock. The surface of Mars is primarily composed of tholeiitic basalt,[63] although parts are more silica-rich than typical basalt and may be similar to andesitic rocks on Earth or silica glass. Regions of low albedo suggest concentrations of plagioclase feldspar, with northern low albedo regions displaying higher than normal concentrations of sheet silicates and high-silicon glass. Parts of the southern highlands include detectable amounts of high-calcium pyroxenes. Localized concentrations of hematite and olivine have been found.[64] Much of the surface is deeply covered by finely grained iron(III) oxide dust.[65][66]
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Although Mars has no evidence of a structured global magnetic field,[68] observations show that parts of the planet's crust have been magnetized, suggesting that alternating polarity reversals of its dipole field have occurred in the past. This paleomagnetism of magnetically susceptible minerals is similar to the alternating bands found on Earth's ocean floors. One theory, published in 1999 and re-examined in October 2005 (with the help of the Mars Global Surveyor), is that these bands suggest plate tectonic activity on Mars four billion years ago, before the planetary dynamo ceased to function and the planet's magnetic field faded.[69]
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It is thought that, during the Solar System's formation, Mars was created as the result of a stochastic process of run-away accretion of material from the protoplanetary disk that orbited the Sun. Mars has many distinctive chemical features caused by its position in the Solar System. Elements with comparatively low boiling points, such as chlorine, phosphorus, and sulphur, are much more common on Mars than Earth; these elements were probably pushed outward by the young Sun's energetic solar wind.[70]
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After the formation of the planets, all were subjected to the so-called "Late Heavy Bombardment". About 60% of the surface of Mars shows a record of impacts from that era,[71][72][73] whereas much of the remaining surface is probably underlain by immense impact basins caused by those events. There is evidence of an enormous impact basin in the northern hemisphere of Mars, spanning 10,600 by 8,500 kilometres (6,600 by 5,300 mi), or roughly four times the size of the Moon's South Pole – Aitken basin, the largest impact basin yet discovered.[19][20] This theory suggests that Mars was struck by a Pluto-sized body about four billion years ago. The event, thought to be the cause of the Martian hemispheric dichotomy, created the smooth Borealis basin that covers 40% of the planet.[74][75]
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The geological history of Mars can be split into many periods, but the following are the three primary periods:[77][78]
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Geological activity is still taking place on Mars. The Athabasca Valles is home to sheet-like lava flows created about 200 Mya. Water flows in the grabens called the Cerberus Fossae occurred less than 20 Mya, indicating equally recent volcanic intrusions.[79] On 19 February 2008, images from the Mars Reconnaissance Orbiter showed evidence of an avalanche from a 700-metre-high (2,300 ft) cliff.[80]
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The Phoenix lander returned data showing Martian soil to be slightly alkaline and containing elements such as magnesium, sodium, potassium and chlorine. These nutrients are found in soils on Earth, and they are necessary for growth of plants.[81] Experiments performed by the lander showed that the Martian soil has a basic pH of 7.7, and contains 0.6% of the salt perchlorate.[82][83][84][85] This is a very high concentration and makes the Martian soil toxic (see also Martian soil toxicity).[86][87]
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Streaks are common across Mars and new ones appear frequently on steep slopes of craters, troughs, and valleys. The streaks are dark at first and get lighter with age. The streaks can start in a tiny area, then spread out for hundreds of metres. They have been seen to follow the edges of boulders and other obstacles in their path. The commonly accepted theories include that they are dark underlying layers of soil revealed after avalanches of bright dust or dust devils.[88] Several other explanations have been put forward, including those that involve water or even the growth of organisms.[89][90]
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Liquid water cannot exist on the surface of Mars due to low atmospheric pressure, which is less than 1% that of Earth's,[37] except at the lowest elevations for short periods.[38][39] The two polar ice caps appear to be made largely of water.[40][41] The volume of water ice in the south polar ice cap, if melted, would be sufficient to cover the entire planetary surface to a depth of 11 metres (36 ft).[42] A permafrost mantle stretches from the pole to latitudes of about 60°.[40] Large quantities of ice are thought to be trapped within the thick cryosphere of Mars. Radar data from Mars Express and the Mars Reconnaissance Orbiter (MRO) show large quantities of ice at both poles (July 2005)[91][92] and at middle latitudes (November 2008).[93] The Phoenix lander directly sampled water ice in shallow Martian soil on 31 July 2008.[94]
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Landforms visible on Mars strongly suggest that liquid water has existed on the planet's surface. Huge linear swathes of scoured ground, known as outflow channels, cut across the surface in about 25 places. These are thought to be a record of erosion caused by the catastrophic release of water from subsurface aquifers, though some of these structures have been hypothesized to result from the action of glaciers or lava.[95][96] One of the larger examples, Ma'adim Vallis is 700 kilometres (430 mi) long, much greater than the Grand Canyon, with a width of 20 kilometres (12 mi) and a depth of 2 kilometres (1.2 mi) in places. It is thought to have been carved by flowing water early in Mars's history.[97] The youngest of these channels are thought to have formed as recently as only a few million years ago.[98] Elsewhere, particularly on the oldest areas of the Martian surface, finer-scale, dendritic networks of valleys are spread across significant proportions of the landscape. Features of these valleys and their distribution strongly imply that they were carved by runoff resulting from precipitation in early Mars history. Subsurface water flow and groundwater sapping may play important subsidiary roles in some networks, but precipitation was probably the root cause of the incision in almost all cases.[99]
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Along crater and canyon walls, there are thousands of features that appear similar to terrestrial gullies. The gullies tend to be in the highlands of the southern hemisphere and to face the Equator; all are poleward of 30° latitude. A number of authors have suggested that their formation process involves liquid water, probably from melting ice,[100][101] although others have argued for formation mechanisms involving carbon dioxide frost or the movement of dry dust.[102][103] No partially degraded gullies have formed by weathering and no superimposed impact craters have been observed, indicating that these are young features, possibly still active.[101] Other geological features, such as deltas and alluvial fans preserved in craters, are further evidence for warmer, wetter conditions at an interval or intervals in earlier Mars history.[104] Such conditions necessarily require the widespread presence of crater lakes across a large proportion of the surface, for which there is independent mineralogical, sedimentological and geomorphological evidence.[105]
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Further evidence that liquid water once existed on the surface of Mars comes from the detection of specific minerals such as hematite and goethite, both of which sometimes form in the presence of water.[108] In 2004, Opportunity detected the mineral jarosite. This forms only in the presence of acidic water, which demonstrates that water once existed on Mars.[109] More recent evidence for liquid water comes from the finding of the mineral gypsum on the surface by NASA's Mars rover Opportunity in December 2011.[110][111] It is estimated that the amount of water in the upper mantle of Mars, represented by hydroxyl ions contained within the minerals of Mars's geology, is equal to or greater than that of Earth at 50–300 parts per million of water, which is enough to cover the entire planet to a depth of 200–1,000 metres (660–3,280 ft).[112]
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In 2005, radar data revealed the presence of large quantities of water ice at the poles[91] and at mid-latitudes.[93][113] The Mars rover Spirit sampled chemical compounds containing water molecules in March 2007. The Phoenix lander directly sampled water ice in shallow Martian soil on 31 July 2008.[94]
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On 18 March 2013, NASA reported evidence from instruments on the Curiosity rover of mineral hydration, likely hydrated calcium sulfate, in several rock samples including the broken fragments of "Tintina" rock and "Sutton Inlier" rock as well as in veins and nodules in other rocks like "Knorr" rock and "Wernicke" rock.[114][115][116] Analysis using the rover's DAN instrument provided evidence of subsurface water, amounting to as much as 4% water content, down to a depth of 60 centimetres (24 in), during the rover's traverse from the Bradbury Landing site to the Yellowknife Bay area in the Glenelg terrain.[114] In September 2015, NASA announced that they had found conclusive evidence of hydrated brine flows on recurring slope lineae, based on spectrometer readings of the darkened areas of slopes.[117][118][119] These observations provided confirmation of earlier hypotheses based on timing of formation and their rate of growth, that these dark streaks resulted from water flowing in the very shallow subsurface.[120] The streaks contain hydrated salts, perchlorates, which have water molecules in their crystal structure.[121] The streaks flow downhill in Martian summer, when the temperature is above −23° Celsius, and freeze at lower temperatures.[122]
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Researchers suspect that much of the low northern plains of the planet were covered with an ocean hundreds of meters deep, though this remains controversial.[123] In March 2015, scientists stated that such an ocean might have been the size of Earth's Arctic Ocean. This finding was derived from the ratio of water to deuterium in the modern Martian atmosphere compared to that ratio on Earth. The amount of Martian deuterium is eight times the amount that exists on Earth, suggesting that ancient Mars had significantly higher levels of water. Results from the Curiosity rover had previously found a high ratio of deuterium in Gale Crater, though not significantly high enough to suggest the former presence of an ocean. Other scientists caution that these results have not been confirmed, and point out that Martian climate models have not yet shown that the planet was warm enough in the past to support bodies of liquid water.[124]
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Near the northern polar cap is the 81.4 kilometres (50.6 mi) wide Korolev Crater, where the Mars Express orbiter found it to be filled with approximately 2,200 cubic kilometres (530 cu mi) of water ice.[125] The crater floor lies about 2 kilometres (1.2 mi) below the rim, and is covered by a 1.8 kilometres (1.1 mi) deep central mound of permanent water ice, up to 60 kilometres (37 mi) in diameter.[125][126]
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In February 2020, it was found that dark streaks called recurring slope lineae (RSL), which appear seasonably, are caused by briny water flowing for a few days annually.[127][128]
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Mars has two permanent polar ice caps. During a pole's winter, it lies in continuous darkness, chilling the surface and causing the deposition of 25–30% of the atmosphere into slabs of CO2 ice (dry ice).[130] When the poles are again exposed to sunlight, the frozen CO2 sublimes. These seasonal actions transport large amounts of dust and water vapor, giving rise to Earth-like frost and large cirrus clouds. Clouds of water-ice were photographed by the Opportunity rover in 2004.[131]
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The caps at both poles consist primarily (70%) of water ice. Frozen carbon dioxide accumulates as a comparatively thin layer about one metre thick on the north cap in the northern winter only, whereas the south cap has a permanent dry ice cover about eight metres thick. This permanent dry ice cover at the south pole is peppered by flat floored, shallow, roughly circular pits, which repeat imaging shows are expanding by meters per year; this suggests that the permanent CO2 cover over the south pole water ice is degrading over time.[132] The northern polar cap has a diameter of about 1,000 kilometres (620 mi) during the northern Mars summer,[133] and contains about 1.6 million cubic kilometres (5.7×1016 cu ft) of ice, which, if spread evenly on the cap, would be 2 kilometres (1.2 mi) thick.[134] (This compares to a volume of 2.85 million cubic kilometres (1.01×1017 cu ft) for the Greenland ice sheet.) The southern polar cap has a diameter of 350 kilometres (220 mi) and a thickness of 3 kilometres (1.9 mi).[135] The total volume of ice in the south polar cap plus the adjacent layered deposits has been estimated at 1.6 million cubic km.[136] Both polar caps show spiral troughs, which recent analysis of SHARAD ice penetrating radar has shown are a result of katabatic winds that spiral due to the Coriolis Effect.[137][138]
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The seasonal frosting of areas near the southern ice cap results in the formation of transparent 1-metre-thick slabs of dry ice above the ground. With the arrival of spring, sunlight warms the subsurface and pressure from subliming CO2 builds up under a slab, elevating and ultimately rupturing it. This leads to geyser-like eruptions of CO2 gas mixed with dark basaltic sand or dust. This process is rapid, observed happening in the space of a few days, weeks or months, a rate of change rather unusual in geology – especially for Mars. The gas rushing underneath a slab to the site of a geyser carves a spiderweb-like pattern of radial channels under the ice, the process being the inverted equivalent of an erosion network formed by water draining through a single plughole.[139][140][141][142]
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Although better remembered for mapping the Moon, Johann Heinrich Mädler and Wilhelm Beer were the first areographers. They began by establishing that most of Mars's surface features were permanent and by more precisely determining the planet's rotation period. In 1840, Mädler combined ten years of observations and drew the first map of Mars. Rather than giving names to the various markings, Beer and Mädler simply designated them with letters; Meridian Bay (Sinus Meridiani) was thus feature "a".[143]
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Today, features on Mars are named from a variety of sources. Albedo features are named for classical mythology. Craters larger than 60 km are named for deceased scientists and writers and others who have contributed to the study of Mars. Craters smaller than 60 km are named for towns and villages of the world with populations of less than 100,000. Large valleys are named for the word "Mars" or "star" in various languages; small valleys are named for rivers.[144]
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Large albedo features retain many of the older names, but are often updated to reflect new knowledge of the nature of the features. For example, Nix Olympica (the snows of Olympus) has become Olympus Mons (Mount Olympus).[145] The surface of Mars as seen from Earth is divided into two kinds of areas, with differing albedo. The paler plains covered with dust and sand rich in reddish iron oxides were once thought of as Martian "continents" and given names like Arabia Terra (land of Arabia) or Amazonis Planitia (Amazonian plain). The dark features were thought to be seas, hence their names Mare Erythraeum, Mare Sirenum and Aurorae Sinus. The largest dark feature seen from Earth is Syrtis Major Planum.[146] The permanent northern polar ice cap is named Planum Boreum, whereas the southern cap is called Planum Australe.
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Mars's equator is defined by its rotation, but the location of its Prime Meridian was specified, as was Earth's (at Greenwich), by choice of an arbitrary point; Mädler and Beer selected a line for their first maps of Mars in 1830. After the spacecraft Mariner 9 provided extensive imagery of Mars in 1972, a small crater (later called Airy-0), located in the Sinus Meridiani ("Middle Bay" or "Meridian Bay"), was chosen by Merton Davies of the Rand Corporation[147] for the definition of 0.0° longitude to coincide with the original selection.[148]
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Because Mars has no oceans and hence no "sea level", a zero-elevation surface had to be selected as a reference level; this is called the areoid[149] of Mars, analogous to the terrestrial geoid.[150] Zero altitude was defined by the height at which there is 610.5 Pa (6.105 mbar) of atmospheric pressure.[151] This pressure corresponds to the triple point of water, and it is about 0.6% of the sea level surface pressure on Earth (0.006 atm).[152] In practice, today this surface is defined directly from satellite gravity measurements.[citation needed]
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For mapping purposes, the United States Geological Survey divides the surface of Mars into thirty cartographic quadrangles, each named for a classical albedo feature it contains. The quadrangles can be seen and explored via the interactive image map below.
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The dichotomy of Martian topography is striking: northern plains flattened by lava flows contrast with the southern highlands, pitted and cratered by ancient impacts. Research in 2008 has presented evidence regarding a theory proposed in 1980 postulating that, four billion years ago, the northern hemisphere of Mars was struck by an object one-tenth to two-thirds the size of Earth's Moon. If validated, this would make the northern hemisphere of Mars the site of an impact crater 10,600 by 8,500 kilometres (6,600 by 5,300 mi) in size, or roughly the area of Europe, Asia, and Australia combined, surpassing the South Pole–Aitken basin as the largest impact crater in the Solar System.[19][20]
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Mars is scarred by a number of impact craters: a total of 43,000 craters with a diameter of 5 kilometres (3.1 mi) or greater have been found.[157] The largest confirmed of these is the Hellas impact basin, a light albedo feature clearly visible from Earth.[158] Due to the smaller mass of Mars, the probability of an object colliding with the planet is about half that of Earth. Mars is located closer to the asteroid belt, so it has an increased chance of being struck by materials from that source. Mars is more likely to be struck by short-period comets, i.e., those that lie within the orbit of Jupiter.[159] In spite of this, there are far fewer craters on Mars compared with the Moon, because the atmosphere of Mars provides protection against small meteors and surface modifying processes have erased some craters.
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Martian craters can have a morphology that suggests the ground became wet after the meteor impacted.[160]
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The shield volcano Olympus Mons (Mount Olympus) is an extinct volcano in the vast upland region Tharsis, which contains several other large volcanoes. Olympus Mons is roughly three times the height of Mount Everest, which in comparison stands at just over 8.8 kilometres (5.5 mi).[161] It is either the tallest or second-tallest mountain in the Solar System, depending on how it is measured, with various sources giving figures ranging from about 21 to 27 kilometres (13 to 17 mi) high.[162][163]
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The large canyon, Valles Marineris (Latin for "Mariner Valleys", also known as Agathadaemon in the old canal maps), has a length of 4,000 kilometres (2,500 mi) and a depth of up to 7 kilometres (4.3 mi). The length of Valles Marineris is equivalent to the length of Europe and extends across one-fifth the circumference of Mars. By comparison, the Grand Canyon on Earth is only 446 kilometres (277 mi) long and nearly 2 kilometres (1.2 mi) deep. Valles Marineris was formed due to the swelling of the Tharsis area, which caused the crust in the area of Valles Marineris to collapse. In 2012, it was proposed that Valles Marineris is not just a graben, but a plate boundary where 150 kilometres (93 mi) of transverse motion has occurred, making Mars a planet with possibly a two-tectonic plate arrangement.[164][165]
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Images from the Thermal Emission Imaging System (THEMIS) aboard NASA's Mars Odyssey orbiter have revealed seven possible cave entrances on the flanks of the volcano Arsia Mons.[166] The caves, named after loved ones of their discoverers, are collectively known as the "seven sisters".[167] Cave entrances measure from 100 to 252 metres (328 to 827 ft) wide and they are estimated to be at least 73 to 96 metres (240 to 315 ft) deep. Because light does not reach the floor of most of the caves, it is possible that they extend much deeper than these lower estimates and widen below the surface. "Dena" is the only exception; its floor is visible and was measured to be 130 metres (430 ft) deep. The interiors of these caverns may be protected from micrometeoroids, UV radiation, solar flares and high energy particles that bombard the planet's surface.[168]
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Mars lost its magnetosphere 4 billion years ago,[169] possibly because of numerous asteroid strikes,[170] so the solar wind interacts directly with the Martian ionosphere, lowering the atmospheric density by stripping away atoms from the outer layer. Both Mars Global Surveyor and Mars Express have detected ionised atmospheric particles trailing off into space behind Mars,[169][171] and this atmospheric loss is being studied by the MAVEN orbiter. Compared to Earth, the atmosphere of Mars is quite rarefied. Atmospheric pressure on the surface today ranges from a low of 30 Pa (0.030 kPa) on Olympus Mons to over 1,155 Pa (1.155 kPa) in Hellas Planitia, with a mean pressure at the surface level of 600 Pa (0.60 kPa).[172] The highest atmospheric density on Mars is equal to that found 35 kilometres (22 mi)[173] above Earth's surface. The resulting mean surface pressure is only 0.6% of that of Earth (101.3 kPa). The scale height of the atmosphere is about 10.8 kilometres (6.7 mi),[174] which is higher than Earth's, 6 kilometres (3.7 mi), because the surface gravity of Mars is only about 38% of Earth's, an effect offset by both the lower temperature and 50% higher average molecular weight of the atmosphere of Mars.
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The atmosphere of Mars consists of about 96% carbon dioxide, 1.93% argon and 1.89% nitrogen along with traces of oxygen and water.[10][175] The atmosphere is quite dusty, containing particulates about 1.5 µm in diameter which give the Martian sky a tawny color when seen from the surface.[176] It may take on a pink hue due to iron oxide particles suspended in it.[17]
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Methane has been detected in the Martian atmosphere;[177][178] it occurs in extended plumes, and the profiles imply that the methane is released from discrete regions. The concentration of methane fluctuates from about 0.24 ppb during the northern winter to about 0.65 ppb during the summer.[179]
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Estimates of its lifetime range from 0.6–4 years,[180][181] so its presence indicates that an active source of the gas must be present. Methane could be produced by non-biological process such as serpentinization involving water, carbon dioxide, and the mineral olivine, which is known to be common on Mars.[182] Methanogenic microbial life forms in the subsurface are among possible sources. But even if rover missions determine that microscopic Martian life is the source of the methane, the life forms likely reside far below the surface, outside of the rover's reach.[183]
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In 1994, the European Space Agency's Mars Express found an ultraviolet glow coming from "magnetic umbrellas" in the southern hemisphere. Mars does not have a global magnetic field which guides charged particles entering the atmosphere. Mars has multiple umbrella-shaped magnetic fields mainly in the southern hemisphere, which are remnants of a global field that decayed billions of years ago.
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In late December 2014, NASA's MAVEN spacecraft detected evidence of widespread auroras in Mars's northern hemisphere and descended to approximately 20–30° North latitude of Mars's equator. The particles causing the aurora penetrated into the Martian atmosphere, creating auroras below 100 km above the surface, Earth's auroras range from 100 km to 500 km above the surface. Magnetic fields in the solar wind drape over Mars, into the atmosphere, and the charged particles follow the solar wind magnetic field lines into the atmosphere, causing auroras to occur outside the magnetic umbrellas.[185]
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On 18 March 2015, NASA reported the detection of an aurora that is not fully understood and an unexplained dust cloud in the atmosphere of Mars.[186]
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In September 2017, NASA reported radiation levels on the surface of the planet Mars were temporarily doubled, and were associated with an aurora 25 times brighter than any observed earlier, due to a massive, and unexpected, solar storm in the middle of the month.[187]
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Of all the planets in the Solar System, the seasons of Mars are the most Earth-like, due to the similar tilts of the two planets' rotational axes. The lengths of the Martian seasons are about twice those of Earth's because Mars's greater distance from the Sun leads to the Martian year being about two Earth years long. Martian surface temperatures vary from lows of about −143 °C (−225 °F) at the winter polar caps[13] to highs of up to 35 °C (95 °F) in equatorial summer.[14] The wide range in temperatures is due to the thin atmosphere which cannot store much solar heat, the low atmospheric pressure, and the low thermal inertia of Martian soil.[188] The planet is 1.52 times as far from the Sun as Earth, resulting in just 43% of the amount of sunlight.[189]
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If Mars had an Earth-like orbit, its seasons would be similar to Earth's because its axial tilt is similar to Earth's. The comparatively large eccentricity of the Martian orbit has a significant effect. Mars is near perihelion when it is summer in the southern hemisphere and winter in the north, and near aphelion when it is winter in the southern hemisphere and summer in the north. As a result, the seasons in the southern hemisphere are more extreme and the seasons in the northern are milder than would otherwise be the case. The summer temperatures in the south can be warmer than the equivalent summer temperatures in the north by up to 30 °C (54 °F).[190]
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Mars has the largest dust storms in the Solar System, reaching speeds of over 160 km/h (100 mph). These can vary from a storm over a small area, to gigantic storms that cover the entire planet. They tend to occur when Mars is closest to the Sun, and have been shown to increase the global temperature.[191]
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Mars's average distance from the Sun is roughly 230 million km (143 million mi), and its orbital period is 687 (Earth) days. The solar day (or sol) on Mars is only slightly longer than an Earth day: 24 hours, 39 minutes, and 35.244 seconds.[193] A Martian year is equal to 1.8809 Earth years, or 1 year, 320 days, and 18.2 hours.[10]
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The axial tilt of Mars is 25.19° relative to its orbital plane, which is similar to the axial tilt of Earth.[10] As a result, Mars has seasons like Earth, though on Mars they are nearly twice as long because its orbital period is that much longer. In the present day epoch, the orientation of the north pole of Mars is close to the star Deneb.[15]
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Mars has a relatively pronounced orbital eccentricity of about 0.09; of the seven other planets in the Solar System, only Mercury has a larger orbital eccentricity. It is known that in the past, Mars has had a much more circular orbit. At one point, 1.35 million Earth years ago, Mars had an eccentricity of roughly 0.002, much less than that of Earth today.[194] Mars's cycle of eccentricity is 96,000 Earth years compared to Earth's cycle of 100,000 years.[195] Mars has a much longer cycle of eccentricity, with a period of 2.2 million Earth years, and this overshadows the 96,000-year cycle in the eccentricity graphs. For the last 35,000 years, the orbit of Mars has been getting slightly more eccentric because of the gravitational effects of the other planets. The closest distance between Earth and Mars will continue to mildly decrease for the next 25,000 years.[196]
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The current understanding of planetary habitability — the ability of a world to develop environmental conditions favorable to the emergence of life — favors planets that have liquid water on their surface. Most often this requires the orbit of a planet to lie within the habitable zone, which for the Sun extends from just beyond Venus to about the semi-major axis of Mars.[197] During perihelion, Mars dips inside this region, but Mars's thin (low-pressure) atmosphere prevents liquid water from existing over large regions for extended periods. The past flow of liquid water demonstrates the planet's potential for habitability. Recent evidence has suggested that any water on the Martian surface may have been too salty and acidic to support regular terrestrial life.[198]
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The lack of a magnetosphere and the extremely thin atmosphere of Mars are a challenge: the planet has little heat transfer across its surface, poor insulation against bombardment of the solar wind and insufficient atmospheric pressure to retain water in a liquid form (water instead sublimes to a gaseous state). Mars is nearly, or perhaps totally, geologically dead; the end of volcanic activity has apparently stopped the recycling of chemicals and minerals between the surface and interior of the planet.[200]
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In situ investigations have been performed on Mars by the Viking landers, Spirit and Opportunity rovers, Phoenix lander, and Curiosity rover. Evidence suggests that the planet was once significantly more habitable than it is today, but whether living organisms ever existed there remains unknown. The Viking probes of the mid-1970s carried experiments designed to detect microorganisms in Martian soil at their respective landing sites and had positive results, including a temporary increase of CO2 production on exposure to water and nutrients. This sign of life was later disputed by scientists, resulting in a continuing debate, with NASA scientist Gilbert Levin asserting that Viking may have found life. A re-analysis of the Viking data, in light of modern knowledge of extremophile forms of life, has suggested that the Viking tests were not sophisticated enough to detect these forms of life. The tests could even have killed a (hypothetical) life form.[201] Tests conducted by the Phoenix Mars lander have shown that the soil has an alkaline pH and it contains magnesium, sodium, potassium and chloride.[202] The soil nutrients may be able to support life, but life would still have to be shielded from the intense ultraviolet light.[203] A recent analysis of martian meteorite EETA79001 found 0.6 ppm ClO−4, 1.4 ppm ClO−3, and 16 ppm NO−3, most likely of Martian origin. The ClO−3 suggests the presence of other highly oxidizing oxychlorines, such as ClO−2 or ClO, produced both by UV oxidation of Cl and X-ray radiolysis of ClO−4. Thus, only highly refractory and/or well-protected (sub-surface) organics or life forms are likely to survive.[204]
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A 2014 analysis of the Phoenix WCL showed that the Ca(ClO4)2 in the Phoenix soil has not interacted with liquid water of any form, perhaps for as long as 600 million years. If it had, the highly soluble Ca(ClO4)2 in contact with liquid water would have formed only CaSO4. This suggests a severely arid environment, with minimal or no liquid water interaction.[206]
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Scientists have proposed that carbonate globules found in meteorite ALH84001, which is thought to have originated from Mars, could be fossilized microbes extant on Mars when the meteorite was blasted from the Martian surface by a meteor strike some 15 million years ago. This proposal has been met with skepticism, and an exclusively inorganic origin for the shapes has been proposed.[207]
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Small quantities of methane and formaldehyde detected by Mars orbiters are both claimed to be possible evidence for life, as these chemical compounds would quickly break down in the Martian atmosphere.[208][209] Alternatively, these compounds may instead be replenished by volcanic or other geological means, such as serpentinite.[182]
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Impact glass, formed by the impact of meteors, which on Earth can preserve signs of life, has been found on the surface of the impact craters on Mars.[210][211] Likewise, the glass in impact craters on Mars could have preserved signs of life if life existed at the site.[212][213][214]
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In May 2017, evidence of the earliest known life on land on Earth may have been found in 3.48-billion-year-old geyserite and other related mineral deposits (often found around hot springs and geysers) uncovered in the Pilbara Craton of Western Australia. These findings may be helpful in deciding where best to search for early signs of life on the planet Mars.[215][216]
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In early 2018, media reports speculated that certain rock features at a site called Jura looked like a type of fossil, but project scientists say the formations likely resulted from a geological process at the bottom of an ancient drying lakebed, and are related to mineral veins in the area similar to gypsum crystals.[205]
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On 7 June 2018, NASA announced that the Curiosity rover had discovered organic compounds in sedimentary rocks dating to three billion years old,[217] indicating that some of the building blocks for life were present.[218][219]
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In July 2018, scientists reported the discovery of a subglacial lake on Mars, the first known stable body of water on the planet. It sits 1.5 km (0.9 mi) below the surface at the base of the southern polar ice cap and is about 20 kilometres (12 mi) wide.[220][221] The lake was discovered using the MARSIS radar on board the Mars Express orbiter, and the profiles were collected between May 2012 and December 2015.[222] The lake is centered at 193° East, 81° South, a flat area that does not exhibit any peculiar topographic characteristics. It is mostly surrounded by higher ground except on its eastern side, where there is a depression.[220]
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Mars has two relatively small (compared to Earth's) natural moons, Phobos (about 22 kilometres (14 mi) in diameter) and Deimos (about 12 kilometres (7.5 mi) in diameter), which orbit close to the planet. Asteroid capture is a long-favored theory, but their origin remains uncertain.[223] Both satellites were discovered in 1877 by Asaph Hall; they are named after the characters Phobos (panic/fear) and Deimos (terror/dread), who, in Greek mythology, accompanied their father Ares, god of war, into battle. Mars was the Roman counterpart of Ares.[224][225] In modern Greek, the planet retains its ancient name Ares (Aris: Άρης).[226]
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From the surface of Mars, the motions of Phobos and Deimos appear different from that of the Moon. Phobos rises in the west, sets in the east, and rises again in just 11 hours. Deimos, being only just outside synchronous orbit – where the orbital period would match the planet's period of rotation – rises as expected in the east but slowly. Despite the 30-hour orbit of Deimos, 2.7 days elapse between its rise and set for an equatorial observer, as it slowly falls behind the rotation of Mars.[227]
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Because the orbit of Phobos is below synchronous altitude, the tidal forces from the planet Mars are gradually lowering its orbit. In about 50 million years, it could either crash into Mars's surface or break up into a ring structure around the planet.[227]
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The origin of the two moons is not well understood. Their low albedo and carbonaceous chondrite composition have been regarded as similar to asteroids, supporting the capture theory. The unstable orbit of Phobos would seem to point towards a relatively recent capture. But both have circular orbits, near the equator, which is unusual for captured objects and the required capture dynamics are complex. Accretion early in the history of Mars is plausible, but would not account for a composition resembling asteroids rather than Mars itself, if that is confirmed.
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A third possibility is the involvement of a third body or a type of impact disruption.[228] More-recent lines of evidence for Phobos having a highly porous interior,[229] and suggesting a composition containing mainly phyllosilicates and other minerals known from Mars,[230] point toward an origin of Phobos from material ejected by an impact on Mars that reaccreted in Martian orbit,[231] similar to the prevailing theory for the origin of Earth's moon. Although the VNIR spectra of the moons of Mars resemble those of outer-belt asteroids, the thermal infrared spectra of Phobos are reported to be inconsistent with chondrites of any class.[230]
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Mars may have moons smaller than 50 to 100 metres (160 to 330 ft) in diameter, and a dust ring is predicted to exist between Phobos and Deimos.[22]
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Dozens of crewless spacecraft, including orbiters, landers, and rovers, have been sent to Mars by the Soviet Union, the United States, Europe, and India to study the planet's surface, climate, and geology.
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As of 2018[update], Mars is host to eight functioning spacecraft: six in orbit — 2001 Mars Odyssey, Mars Express, Mars Reconnaissance Orbiter, MAVEN, Mars Orbiter Mission and ExoMars Trace Gas Orbiter — and two on the surface — Mars Science Laboratory Curiosity (rover) and InSight (lander). The public can request images of Mars via the Mars Reconnaissance Orbiter's HiWish program.
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The Mars Science Laboratory, named Curiosity, launched on 26 November 2011, and reached Mars on 6 August 2012 UTC. It is larger and more advanced than the Mars Exploration Rovers, with a movement rate up to 90 metres (300 ft) per hour.[232] Experiments include a laser chemical sampler that can deduce the make-up of rocks at a distance of 7 metres (23 ft).[233] On 10 February 2013, the Curiosity rover obtained the first deep rock samples ever taken from another planetary body, using its on-board drill.[234] The same year, it discovered that Mars's soil contains between 1.5% and 3% water by mass (albeit attached to other compounds and thus not freely accessible).[235] Observations by the Mars Reconnaissance Orbiter had previously revealed the possibility of flowing water during the warmest months on Mars.[236]
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On 24 September 2014, Mars Orbiter Mission (MOM), launched by the Indian Space Research Organisation (ISRO), reached Mars orbit. ISRO launched MOM on 5 November 2013, with the aim of analyzing the Martian atmosphere and topography. The Mars Orbiter Mission used a Hohmann transfer orbit to escape Earth's gravitational influence and catapult into a nine-month-long voyage to Mars. The mission is the first successful Asian interplanetary mission.[237]
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The European Space Agency, in collaboration with Roscosmos, launched the ExoMars Trace Gas Orbiter and Schiaparelli lander on 14 March 2016.[238] While the Trace Gas Orbiter successfully entered Mars orbit on 19 October 2016, Schiaparelli crashed during its landing attempt.[239]
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In May 2018, NASA's InSight lander was launched, along with the twin MarCO CubeSats that will fly by Mars and provide a telemetry relay for the landing. The mission arrived at Mars in November 2018.[240][241] InSight detected its first potential marsquake in April 2019.[242][243]
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In 2019, MAVEN spacecraft mapped high-altitude global wind patterns at Mars for the first time.[244][245] It was discovered that the winds which are miles above the surface retained information about the land forms below.[244]
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NASA plans to launch its Perseverance astrobiology rover between 30 July and 15 August 2020.[246] The rover will cache samples for future retrieval and return to Earth. The current concept for the Mars sample-return mission would launch in 2026 and feature hardware built by NASA and ESA.[247]
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The European Space Agency will launch the ExoMars rover and surface platform sometime between August and October of 2022.[248]
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The United Arab Emirates' Mars Hope orbiter is launched on 19 July 2020, reaching Mars orbit in 2021. The probe will make a global study of the Martian atmosphere.[249]
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Several plans for a human mission to Mars have been proposed throughout the 20th and 21st centuries, but no human mission has yet launched. SpaceX founder Elon Musk presented a plan in September 2016 to, optimistically, launch a crewed mission to Mars in 2024 at an estimated development cost of US$10 billion, but this mission is not expected to take place before 2027.[250] In October 2016, President Barack Obama renewed United States policy to pursue the goal of sending humans to Mars in the 2030s, and to continue using the International Space Station as a technology incubator in that pursuit.[251][252] The NASA Authorization Act of 2017 directed NASA to get humans near or on the surface of Mars by the early 2030s.[253]
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With the presence of various orbiters, landers, and rovers, it is possible to practice astronomy from Mars. Although Mars's moon Phobos appears about one-third the angular diameter of the full moon on Earth, Deimos appears more or less star-like, looking only slightly brighter than Venus does from Earth.[254]
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Various phenomena seen from Earth have also been observed from Mars, such as meteors and auroras.[255] The apparent sizes of the moons Phobos and Deimos are sufficiently smaller than that of the Sun; thus, their partial "eclipses" of the Sun are best considered transits (see transit of Deimos and Phobos from Mars).[256][257] Transits of Mercury and Venus have been observed from Mars. A transit of Earth will be seen from Mars on 10 November 2084.[258]
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On 19 October 2014, comet Siding Spring passed extremely close to Mars, so close that the coma may have enveloped Mars.[259][260][261][262][263][264]
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The mean apparent magnitude of Mars is +0.71 with a standard deviation of 1.05.[12] Because the orbit of Mars is eccentric, the magnitude at opposition from the Sun can range from about −3.0 to −1.4.[266] The minimum brightness is magnitude +1.86 when the planet is in conjunction with the Sun.[12] At its brightest, Mars (along with Jupiter) are second only to Venus in luminosity.[12] Mars usually appears distinctly yellow, orange, or red. NASA's Spirit rover has taken pictures of a greenish-brown, mud-colored landscape with blue-grey rocks and patches of light red sand.[267] When farthest away from Earth, it is more than seven times farther away than when it is closest. When least favorably positioned, it can be lost in the Sun's glare for months at a time. At its most favorable times — at 15-year or 17-year intervals, and always between late July and late September — a lot of surface detail can be seen with a telescope. Especially noticeable, even at low magnification, are the polar ice caps.[268]
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As Mars approaches opposition, it begins a period of retrograde motion, which means it will appear to move backwards in a looping motion with respect to the background stars. The duration of this retrograde motion lasts for about 72 days, and Mars reaches its peak luminosity in the middle of this motion.[269]
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The point at which Mars's geocentric longitude is 180° different from the Sun's is known as opposition, which is near the time of closest approach to Earth. The time of opposition can occur as much as 8.5 days away from the closest approach. The distance at close approach varies between about 54 and 103 million km (34 and 64 million mi) due to the planets' elliptical orbits, which causes comparable variation in angular size.[270][271] The last Mars opposition occurred on 27 July 2018,[272] at a distance of about 58 million km (36 million mi).[273] The next Mars opposition occurs on 13 October 2020, at a distance of about 63 million km (39 million mi).[273] The average time between the successive oppositions of Mars, its synodic period, is 780 days; but the number of days between the dates of successive oppositions can range from 764 to 812.[274]
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As Mars approaches opposition it begins a period of retrograde motion, which makes it appear to move backwards in a looping motion relative to the background stars. The duration of this retrograde motion is about 72 days.
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Mars made its closest approach to Earth and maximum apparent brightness in nearly 60,000 years, 55,758,006 km (0.37271925 AU; 34,646,419 mi), magnitude −2.88, on 27 August 2003, at 09:51:13 UTC. This occurred when Mars was one day from opposition and about three days from its perihelion, making it particularly easy to see from Earth. The last time it came so close is estimated to have been on 12 September 57,617 BC, the next time being in 2287.[275] This record approach was only slightly closer than other recent close approaches. For instance, the minimum distance on 22 August 1924, was 0.37285 AU, and the minimum distance on 24 August 2208, will be 0.37279 AU.[195]
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Every 15 to 17 years, Mars comes into opposition near its perihelion. These perihelic oppositions make a closer approach to earth than other oppositions which occur every 2.1 years. Mars comes into perihelic opposition in 2003, 2018 and 2035, with 2020 and 2033 being close to perihelic opposition.
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The history of observations of Mars is marked by the oppositions of Mars, when the planet is closest to Earth and hence is most easily visible, which occur every couple of years. Even more notable are the perihelic oppositions of Mars, which occur every 15 or 17 years and are distinguished because Mars is close to perihelion, making it even closer to Earth.
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The ancient Sumerians believed that Mars was Nergal, the god of war and plague.[277] During Sumerian times, Nergal was a minor deity of little significance,[277] but, during later times, his main cult center was the city of Nineveh.[277] In Mesopotamian texts, Mars is referred to as the "star of judgement of the fate of the dead".[278] The existence of Mars as a wandering object in the night sky was recorded by the ancient Egyptian astronomers and, by 1534 BCE, they were familiar with the retrograde motion of the planet.[279] By the period of the Neo-Babylonian Empire, the Babylonian astronomers were making regular records of the positions of the planets and systematic observations of their behavior. For Mars, they knew that the planet made 37 synodic periods, or 42 circuits of the zodiac, every 79 years. They invented arithmetic methods for making minor corrections to the predicted positions of the planets.[280][281] In Ancient Greece, the planet was known as Πυρόεις.[282]
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In the fourth century BCE, Aristotle noted that Mars disappeared behind the Moon during an occultation, indicating that the planet was farther away.[283] Ptolemy, a Greek living in Alexandria,[284] attempted to address the problem of the orbital motion of Mars. Ptolemy's model and his collective work on astronomy was presented in the multi-volume collection Almagest, which became the authoritative treatise on Western astronomy for the next fourteen centuries.[285] Literature from ancient China confirms that Mars was known by Chinese astronomers by no later than the fourth century BCE.[286] In the East Asian cultures, Mars is traditionally referred to as the "fire star" (Chinese: 火星), based on the Five elements.[287][288][289]
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During the seventeenth century, Tycho Brahe measured the diurnal parallax of Mars that Johannes Kepler used to make a preliminary calculation of the relative distance to the planet.[290] When the telescope became available, the diurnal parallax of Mars was again measured in an effort to determine the Sun-Earth distance. This was first performed by Giovanni Domenico Cassini in 1672. The early parallax measurements were hampered by the quality of the instruments.[291] The only occultation of Mars by Venus observed was that of October 13, 1590, seen by Michael Maestlin at Heidelberg.[292] In 1610, Mars was viewed by Italian astronomer Galileo Galilei, who was first to see it via telescope.[276] The first person to draw a map of Mars that displayed any terrain features was the Dutch astronomer Christiaan Huygens.[293]
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By the 19th century, the resolution of telescopes reached a level sufficient for surface features to be identified. A perihelic opposition of Mars occurred on September 5, 1877. In that year, the Italian astronomer Giovanni Schiaparelli used a 22 centimetres (8.7 in) telescope in Milan to help produce the first detailed map of Mars. These maps notably contained features he called canali, which were later shown to be an optical illusion. These canali were supposedly long, straight lines on the surface of Mars, to which he gave names of famous rivers on Earth. His term, which means "channels" or "grooves", was popularly mistranslated in English as "canals".[294][295]
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Influenced by the observations, the orientalist Percival Lowell founded an observatory which had 30 and 45 centimetres (12 and 18 in) telescopes. The observatory was used for the exploration of Mars during the last good opportunity in 1894 and the following less favorable oppositions. He published several books on Mars and life on the planet, which had a great influence on the public.[296][297] The canali were independently found by other astronomers, like Henri Joseph Perrotin and Louis Thollon in Nice, using one of the largest telescopes of that time.[298][299]
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The seasonal changes (consisting of the diminishing of the polar caps and the dark areas formed during Martian summer) in combination with the canals led to speculation about life on Mars, and it was a long-held belief that Mars contained vast seas and vegetation. The telescope never reached the resolution required to give proof to any speculations. As bigger telescopes were used, fewer long, straight canali were observed. During an observation in 1909 by Camille Flammarion with an 84 centimetres (33 in) telescope, irregular patterns were observed, but no canali were seen.[300]
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Even in the 1960s, articles were published on Martian biology, putting aside explanations other than life for the seasonal changes on Mars. Detailed scenarios for the metabolism and chemical cycles for a functional ecosystem have been published.[301]
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Once spacecraft visited the planet during NASA's Mariner missions in the 1960s and 1970s, these concepts were radically broken. The results of the Viking life-detection experiments aided an intermission in which the hypothesis of a hostile, dead planet was generally accepted.[302]
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Mariner 9 and Viking allowed better maps of Mars to be made using the data from these missions, and another major leap forward was the Mars Global Surveyor mission, launched in 1996 and operated until late 2006, that allowed complete, extremely detailed maps of the Martian topography, magnetic field and surface minerals to be obtained.[303] These maps are available online; for example, at Google Mars. Mars Reconnaissance Orbiter and Mars Express continued exploring with new instruments, and supporting lander missions. NASA provides two online tools: Mars Trek, which provides visualizations of the planet using data from 50 years of exploration, and Experience Curiosity, which simulates traveling on Mars in 3-D with Curiosity.[304]
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Mars is named after the Roman god of war. In different cultures, Mars represents masculinity and youth. Its symbol, a circle with an arrow pointing out to the upper right, is used as a symbol for the male gender.
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The many failures in Mars exploration probes resulted in a satirical counter-culture blaming the failures on an Earth-Mars "Bermuda Triangle", a "Mars Curse", or a "Great Galactic Ghoul" that feeds on Martian spacecraft.[305]
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The fashionable idea that Mars was populated by intelligent Martians exploded in the late 19th century. Schiaparelli's "canali" observations combined with Percival Lowell's books on the subject put forward the standard notion of a planet that was a drying, cooling, dying world with ancient civilizations constructing irrigation works.[306]
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Many other observations and proclamations by notable personalities added to what has been termed "Mars Fever".[307] In 1899, while investigating atmospheric radio noise using his receivers in his Colorado Springs lab, inventor Nikola Tesla observed repetitive signals that he later surmised might have been radio communications coming from another planet, possibly Mars. In a 1901 interview, Tesla said:
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It was some time afterward when the thought flashed upon my mind that the disturbances I had observed might be due to an intelligent control. Although I could not decipher their meaning, it was impossible for me to think of them as having been entirely accidental. The feeling is constantly growing on me that I had been the first to hear the greeting of one planet to another.[308]
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Tesla's theories gained support from Lord Kelvin who, while visiting the United States in 1902, was reported to have said that he thought Tesla had picked up Martian signals being sent to the United States.[309] Kelvin "emphatically" denied this report shortly before leaving: "What I really said was that the inhabitants of Mars, if there are any, were doubtless able to see New York, particularly the glare of the electricity".[310]
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In a New York Times article in 1901, Edward Charles Pickering, director of the Harvard College Observatory, said that they had received a telegram from Lowell Observatory in Arizona that seemed to confirm that Mars was trying to communicate with Earth.[311]
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Early in December 1900, we received from Lowell Observatory in Arizona a telegram that a shaft of light had been seen to project from Mars (the Lowell observatory makes a specialty of Mars) lasting seventy minutes. I wired these facts to Europe and sent out neostyle copies through this country. The observer there is a careful, reliable man and there is no reason to doubt that the light existed. It was given as from a well-known geographical point on Mars. That was all. Now the story has gone the world over. In Europe, it is stated that I have been in communication with Mars, and all sorts of exaggerations have spring up. Whatever the light was, we have no means of knowing. Whether it had intelligence or not, no one can say. It is absolutely inexplicable.[311]
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Pickering later proposed creating a set of mirrors in Texas, intended to signal Martians.[312]
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In recent decades, the high-resolution mapping of the surface of Mars, culminating in Mars Global Surveyor, revealed no artifacts of habitation by "intelligent" life, but pseudoscientific speculation about intelligent life on Mars continues from commentators such as Richard C. Hoagland. Reminiscent of the canali controversy, these speculations are based on small scale features perceived in the spacecraft images, such as "pyramids" and the "Face on Mars". Planetary astronomer Carl Sagan wrote:
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Mars has become a kind of mythic arena onto which we have projected our Earthly hopes and fears.[295]
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The depiction of Mars in fiction has been stimulated by its dramatic red color and by nineteenth century scientific speculations that its surface conditions might support not just life but intelligent life.[313] Thus originated a large number of science fiction scenarios, among which is H. G. Wells' The War of the Worlds, published in 1898, in which Martians seek to escape their dying planet by invading Earth.
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Influential works included Ray Bradbury's The Martian Chronicles, in which human explorers accidentally destroy a Martian civilization, Edgar Rice Burroughs' Barsoom series, C. S. Lewis' novel Out of the Silent Planet (1938),[314] and a number of Robert A. Heinlein stories before the mid-sixties.[315]
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Jonathan Swift made reference to the moons of Mars, about 150 years before their actual discovery by Asaph Hall, detailing reasonably accurate descriptions of their orbits, in the 19th chapter of his novel Gulliver's Travels.[316]
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A comic figure of an intelligent Martian, Marvin the Martian, appeared in Haredevil Hare (1948) as a character in the Looney Tunes animated cartoons of Warner Brothers, and has continued as part of popular culture to the present.[317]
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After the Mariner and Viking spacecraft had returned pictures of Mars as it really is, an apparently lifeless and canal-less world, these ideas about Mars had to be abandoned, and a vogue for accurate, realist depictions of human colonies on Mars developed, the best known of which may be Kim Stanley Robinson's Mars trilogy. Pseudo-scientific speculations about the Face on Mars and other enigmatic landmarks spotted by space probes have meant that ancient civilizations continue to be a popular theme in science fiction, especially in film.[318]
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Solar System → Local Interstellar Cloud → Local Bubble → Gould Belt → Orion Arm → Milky Way → Milky Way subgroup → Local Group → Local Sheet → Virgo Supercluster → Laniakea Supercluster → Observable universe → UniverseEach arrow (→) may be read as "within" or "part of".
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Campaigns
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Death and memorial
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Martin Luther King Jr. (born Michael King Jr.; January 15, 1929 – April 4, 1968) was an African American minister and activist who became the most visible spokesperson and leader in the civil rights movement from 1955 until his assassination in 1968. King is best known for advancing civil rights through nonviolence and civil disobedience, inspired by his Christian beliefs and the nonviolent activism of Mahatma Gandhi.
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King led the 1955 Montgomery bus boycott and later became the first president of the Southern Christian Leadership Conference (SCLC). As president of the SCLC, he then led an unsuccessful 1962 struggle against segregation in Albany, Georgia, and helped organize the nonviolent 1963 protests in Birmingham, Alabama. He helped organize the 1963 March on Washington, where he delivered his famous "I Have a Dream" speech on the steps of the Lincoln Memorial.
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On October 14, 1964, King won the Nobel Peace Prize for combating racial inequality through nonviolent resistance. In 1965, he helped organize the Selma to Montgomery marches. In his final years, he expanded his focus to include opposition towards poverty, capitalism, and the Vietnam War. FBI Director J. Edgar Hoover considered him a radical and made him an object of the FBI's COINTELPRO from 1963 on. FBI agents investigated him for possible communist ties, recorded his extramarital liaisons and reported on them to government officials, and, in 1964, mailed King a threatening anonymous letter, which he interpreted as an attempt to make him commit suicide.[1]
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King was planning a national occupation of Washington, D.C., to be called the Poor People's Campaign, when he was assassinated on April 4 in Memphis, Tennessee. His death was followed by riots in many U.S. cities. Allegations that James Earl Ray, the man convicted of killing King, had been framed or acted in concert with government agents persisted for decades after the shooting.
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King was posthumously awarded the Presidential Medal of Freedom and the Congressional Gold Medal. Martin Luther King Jr. Day was established as a holiday in cities and states throughout the United States beginning in 1971; the holiday was enacted at the federal level by legislation signed by President Ronald Reagan in 1986. Hundreds of streets in the U.S. have been renamed in his honor, and a county in Washington was rededicated for him. The Martin Luther King Jr. Memorial on the National Mall in Washington, D.C., was dedicated in 2011.
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King was born Michael King Jr. on January 15, 1929, in Atlanta, Georgia, the second of three children to the Reverend Michael King Sr. and Alberta King (née Williams).[2][3][4] King's mother named him Michael, which was entered onto the birth certificate by the attending physician.[5] King Sr. stated that "Michael" was a mistake by the physician.[6] King's older sister is Christine King Farris and his younger brother was A.D. King.[7] King's maternal grandfather Adam Daniel Williams,[8] who was a minister in rural Georgia, moved to Atlanta in 1893,[4] and became pastor of the Ebenezer Baptist Church in the following year.[9] Williams was of African-Irish descent.[10][11][12] Williams married Jennie Celeste Parks, who gave birth to King's mother, Alberta.[4] King's father was born to sharecroppers, James Albert and Delia King of Stockbridge, Georgia.[3][4] In his adolescent years, King Sr. left his parents' farm and walked to Atlanta where he attained a high school education.[13][14][15] King Sr. then enrolled in Morehouse College and studied to enter the ministry.[15] King Sr. and Alberta began dating in 1920, and married on November 25, 1926.[16][17] Until Jennie's death in 1941, they lived together on the second floor of her parent's two story Victorian house, where King was born.[5][17][18][16]
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Shortly after marrying Alberta, King Sr. became assistant pastor of the Ebenezer Baptist Church.[17] Adam Daniel Williams died of a stroke in the spring of 1931.[17] That fall, King's father took over the role of pastor at the church, where he would in time raise the attendance from six hundred to several thousand.[17][4] In 1934, the church sent King Sr. on a multinational trip to Rome, Tunisia, Egypt, Jerusalem, Bethlehem, then Berlin for the meeting of the Baptist World Alliance (BWA).[19] The trip ended with visits to sites in Berlin associated with the Protestant reformation leader, Martin Luther.[19] While there, Michael King Sr. witnessed the rise of Nazism.[19] In reaction, the BWA conference issued a resolution which stated, "This Congress deplores and condemns as a violation of the law of God the Heavenly Father, all racial animosity, and every form of oppression or unfair discrimination toward the Jews, toward coloured people, or toward subject races in any part of the world."[20] He returned home in August 1934, and in that same year began referring to himself as Martin Luther King Sr., and his son as Martin Luther King Jr.[19][21][16] King's birth certificate was altered to read "Martin Luther King Jr." on July 23, 1957, when he was 28 years old.[22][19][20]
|
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At his childhood home, King and his two siblings would read aloud Biblical scripture as instructed by their father.[23] After dinners there, King's grandmother Jennie, who he affectionately referred to as "Mama", would tell lively stories from the Bible to her grandchildren.[23] King's father would regularly use whippings to discipline his children.[24] At times, King Sr. would also have his children whip each other.[24] King's father later remarked, "[King] was the most peculiar child whenever you whipped him. He'd stand there, and the tears would run down, and he'd never cry."[25] Once when King witnessed his brother A.D. emotionally upset his sister Christine, he took a telephone and knocked out A.D. with it.[24][26] When he and his brother were playing at their home, A.D. slid from a banister and hit into their grandmother, Jennie, causing her to fall down unresponsive.[27][26] King, believing her dead, blamed himself and attempted suicide by jumping from a second-story window.[28][26] Upon hearing that his grandmother was alive, King rose and left the ground where he had fallen.[28]
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King became friends with a white boy whose father owned a business across the street from his family's home.[29] In September 1935, when the boys were about six years old, they started school.[29][30] King had to attend a school for black children, Younge Street Elementary School,[29][31] while his close playmate went to a separate school for white children only.[29][31] Soon afterwards, the parents of the white boy stopped allowing King to play with their son, stating to him "we are white, and you are colored".[29][32] When King relayed the happenings to his parents, they had a long discussion with him about the history of slavery and racism in America.[29][33] Upon learning of the hatred, violence and oppression that black people had faced in the U.S., King would later state that he was "determined to hate every white person".[29] His parents instructed him that it was his Christian duty to love everyone.[33]
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King witnessed his father stand up against segregation and various forms of discrimination.[34] Once, when stopped by a police officer who referred to King Sr. as "boy", King's father responded sharply that King was a boy but he was a man.[34] When King's father took him into a shoe store in downtown Atlanta, the clerk told them they needed to sit in the back.[35] King's father refused, stating "we'll either buy shoes sitting here or we won't buy any shoes at all", before taking King and leaving the store.[14] He told King afterwards, "I don't care how long I have to live with this system, I will never accept it."[14] In 1936, King's father led hundreds of African-Americans in a civil rights march to the city hall in Atlanta, to protest voting rights discrimination.[24] King later remarked that King Sr. was "a real father" to him.[36]
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King memorized and sang hymns, and stated verses from the Bible, by the time he was five years old.[28] Over the next year, he began to go to church events with his mother and sing hymns while she played piano.[28] His favorite hymn to sing was "I Want to Be More and More Like Jesus"; he moved attendees with his singing.[28] King later became a member of the junior choir in his church.[37] King enjoyed opera, and played the piano.[38] As he grew up, King garnered a large vocabulary from reading dictionaries and consistently used his expanding lexicon.[26] He got into physical altercations with boys in his neighborhood, but oftentimes used his knowledge of words to stymie fights.[26][38] King showed a lack of interest in grammar and spelling, a trait which he carried throughout his life.[38] In 1939, King sang as a member of his church choir in slave costume, for the all-white audience at the Atlanta premiere of the film Gone with the Wind.[39][40]
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On May 18, 1941, when King had snuck away from studying at home to watch a parade, King was informed that something had happened to his maternal grandmother.[36] Upon returning home, he found out that she had suffered a heart attack and died while being transported to a hospital.[18] He took the death very hard, and believed that his deception of going to see the parade may have been responsible for God taking her.[18] King jumped out of a second-story window at his home, but again survived an attempt to kill himself.[18][25][26] His father instructed him in his bedroom that King shouldn't blame himself for her death, and that she had been called home to God as part of God's plan which could not be changed.[18][41] King struggled with this, and could not fully believe that his parents knew where his grandmother had gone.[18] Shortly thereafter, King's father decided to move the family to a two-story brick home on a hill that overlooked downtown Atlanta.[18]
|
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In his adolescent years, he initially felt resentment against whites due to the "racial humiliation" that he, his family, and his neighbors often had to endure in the segregated South.[42] In 1942, when King was 13 years old, he became the youngest assistant manager of a newspaper delivery station for the Atlanta Journal.[43] That year, King skipped the ninth grade and was enrolled in Booker T. Washington High School.[41] The high school was the only one in the city for African American students.[17] It had been formed after local black leaders including King's grandfather (Williams), urged the city government of Atlanta to create it.[17] King became known for his public-speaking ability and was part of the school's debate team.[44]
|
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During his junior year, he won first prize in an oratorical contest sponsored by the Negro Elks Club in Dublin, Georgia. In his speech he stated, "black America still wears chains. The finest negro is at the mercy of the meanest white man."[45] On the ride home to Atlanta by bus, he and his teacher were ordered by the driver to stand so that white passengers could sit down. King initially refused but complied after his teacher told him that he would be breaking the law if he did not submit. During this incident, King said that he was "the angriest I have ever been in my life."[46]
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King was initially skeptical of many of Christianity's claims. At the age of 13, he denied the bodily resurrection of Jesus during Sunday school.[47] At this point, he stated, "doubts began to spring forth unrelentingly."[48][47] He concurrently found himself unable to identify with the emotional displays and gestures people would make at his church, and started to wonder if he would ever attain personal satisfaction from religion.[49]
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During King's junior year in high school, Morehouse College—a respected historically black college—announced that it would accept any high school juniors who could pass its entrance exam. At that time, many students had abandoned further studies to enlist in World War II. Due to this, Morehouse was eager to fill its classrooms. At the age of 15, King passed the exam and entered Morehouse. He played freshman football there. The summer before his last year at Morehouse, in 1947, the 18-year-old King chose to enter the ministry. Throughout his time in college, King studied under the mentorship of its president, Baptist minister Benjamin Mays, who he would later credit with being his "spiritual mentor."[50] King had concluded that the church offered the most assuring way to answer "an inner urge to serve humanity." His "inner urge" had begun developing, and he made peace with the Baptist Church, as he believed he would be a "rational" minister with sermons that were "a respectful force for ideas, even social protest."[51] King graduated from Morehouse with a bachelor of arts (BA) in sociology in 1948, aged nineteen.[52]
|
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King enrolled in Crozer Theological Seminary in Chester, Pennsylvania.[53][54] King's father fully supported his decision to continue his education and made arrangements for King to work with J. Pius Barbour, a family friend who pastored at Calvary Baptist Church in Chester.[55] King became known as one of the "Sons of Calvary", an honor he shared with William Augustus Jones Jr. and Samuel D. Proctor who both went on to become well-known preachers in the black church.[56]
|
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While attending Crozer, King was joined by Walter McCall, a former classmate at Morehouse.[57] At Crozer, King was elected president of the student body.[58] The African-American students of Crozer for the most part conducted their social activity on Edwards Street. King became fond of the street because a classmate had an aunt who prepared collard greens for them, which they both relished.[59]
|
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King once reproved another student for keeping beer in his room, saying they had shared responsibility as African Americans to bear "the burdens of the Negro race." For a time, he was interested in Walter Rauschenbusch's "social gospel."[58] In his third year at Crozer, King became romantically involved with the white daughter of an immigrant German woman who worked as a cook in the cafeteria. The woman had been involved with a professor prior to her relationship with King. King planned to marry her, but friends advised against it, saying that an interracial marriage would provoke animosity from both blacks and whites, potentially damaging his chances of ever pastoring a church in the South. King tearfully told a friend that he could not endure his mother's pain over the marriage and broke the relationship off six months later. He continued to have lingering feelings toward the woman he left; one friend was quoted as saying, "He never recovered."[58] King graduated with a B.Div. degree in 1951.[53]
|
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King began doctoral studies in systematic theology at Boston University.[60] While pursuing doctoral studies, King worked as an assistant minister at Boston's historic Twelfth Baptist Church with Rev. William Hunter Hester. Hester was an old friend of King's father, and was an important influence on King.[61] In Boston, King befriended a small cadre of local ministers his age, and sometimes guest pastored at their churches, including the Reverend Michael Haynes, associate pastor at Twelfth Baptist Church in Roxbury (and younger brother of jazz drummer Roy Haynes). The young men often held bull sessions in their various apartments, discussing theology, sermon style, and social issues.
|
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At the age of 25 in 1954, King was called as pastor of the Dexter Avenue Baptist Church in Montgomery, Alabama.[62] King received his Ph.D. degree on June 5, 1955, with a dissertation (initially supervised by Edgar S. Brightman and, upon the latter's death, by Lotan Harold DeWolf) titled A Comparison of the Conceptions of God in the Thinking of Paul Tillich and Henry Nelson Wieman.[63][60]
|
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An academic inquiry in October 1991 concluded that portions of his doctoral dissertation had been plagiarized and he had acted improperly. However, "[d]espite its finding, the committee said that 'no thought should be given to the revocation of Dr. King's doctoral degree,' an action that the panel said would serve no purpose."[6][60][64] The committee found that the dissertation still "makes an intelligent contribution to scholarship." A letter is now attached to the copy of King's dissertation held in the university library, noting that numerous passages were included without the appropriate quotations and citations of sources.[65] Significant debate exists on how to interpret King's plagiarism.[66]
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While studying at Boston University, he asked a friend from Atlanta named Mary Powell, who was a student at the New England Conservatory of Music, if she knew any nice Southern girls. Powell asked fellow student Coretta Scott if she was interested in meeting a Southern friend studying divinity. Scott was not interested in dating preachers, but eventually agreed to allow Martin to telephone her based on Powell's description and vouching. On their first phone call, King told Scott "I am like Napoleon at Waterloo before your charms," to which she replied "You haven't even met me." They went out for dates in his green Chevy. After the second date, King was certain Scott possessed the qualities he sought in a wife. She had been an activist at Antioch in undergrad, where Carol and Rod Serling were schoolmates.
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King married Coretta Scott on June 18, 1953, on the lawn of her parents' house in her hometown of Heiberger, Alabama.[67] They became the parents of four children: Yolanda King (1955–2007), Martin Luther King III (b. 1957), Dexter Scott King (b. 1961), and Bernice King (b. 1963).[68] During their marriage, King limited Coretta's role in the civil rights movement, expecting her to be a housewife and mother.[69]
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In March 1955, Claudette Colvin—a fifteen-year-old black schoolgirl in Montgomery—refused to give up her bus seat to a white man in violation of Jim Crow laws, local laws in the Southern United States that enforced racial segregation. King was on the committee from the Birmingham African-American community that looked into the case; E. D. Nixon and Clifford Durr decided to wait for a better case to pursue because the incident involved a minor.[70]
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Nine months later on December 1, 1955, a similar incident occurred when Rosa Parks was arrested for refusing to give up her seat on a city bus.[71] The two incidents led to the Montgomery bus boycott, which was urged and planned by Nixon and led by King.[72] The boycott lasted for 385 days,[73] and the situation became so tense that King's house was bombed.[74] King was arrested during this campaign, which concluded with a United States District Court ruling in Browder v. Gayle that ended racial segregation on all Montgomery public buses.[75][76] King's role in the bus boycott transformed him into a national figure and the best-known spokesman of the civil rights movement.[77]
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In 1957, King, Ralph Abernathy, Fred Shuttlesworth, Joseph Lowery, and other civil rights activists founded the Southern Christian Leadership Conference (SCLC). The group was created to harness the moral authority and organizing power of black churches to conduct nonviolent protests in the service of civil rights reform. The group was inspired by the crusades of evangelist Billy Graham, who befriended King,[78] as well as the national organizing of the group In Friendship, founded by King allies Stanley Levison and Ella Baker.[79] King led the SCLC until his death.[80] The SCLC's 1957 Prayer Pilgrimage for Freedom was the first time King addressed a national audience.[81] Other civil rights leaders involved in the SCLC with King included: James Bevel, Allen Johnson, Curtis W. Harris, Walter E. Fauntroy, C. T. Vivian, Andrew Young, The Freedom Singers, Cleveland Robinson, Randolph Blackwell, Annie Bell Robinson Devine, Charles Kenzie Steele, Alfred Daniel Williams King, Benjamin Hooks, Aaron Henry and Bayard Rustin.[82]
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On September 20, 1958, King was signing copies of his book Stride Toward Freedom in Blumstein's department store in Harlem[83] when he narrowly escaped death. Izola Curry—a mentally ill black woman who thought that King was conspiring against her with communists—stabbed him in the chest with a letter opener. King underwent emergency surgery with three doctors: Aubre de Lambert Maynard, Emil Naclerio and John W. V. Cordice; he remained hospitalized for several weeks. Curry was later found mentally incompetent to stand trial.[84][85] In 1959, King published a short book called The Measure of A Man, which contained his sermons "What is Man?" and "The Dimensions of a Complete Life." The sermons argued for man's need for God's love and criticized the racial injustices of Western civilization.[86]
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Harry Wachtel joined King's legal advisor Clarence B. Jones in defending four ministers of the SCLC in the libel case New York Times Co. v. Sullivan; the case was litigated in reference to the newspaper advertisement "Heed Their Rising Voices". Wachtel founded a tax-exempt fund to cover the expenses of the suit and to assist the nonviolent civil rights movement through a more effective means of fundraising. This organization was named the "Gandhi Society for Human Rights." King served as honorary president for the group. He was displeased with the pace that President Kennedy was using to address the issue of segregation. In 1962, King and the Gandhi Society produced a document that called on the President to follow in the footsteps of Abraham Lincoln and issue an executive order to deliver a blow for civil rights as a kind of Second Emancipation Proclamation. Kennedy did not execute the order.[87]
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The FBI was under written directive from Attorney General Robert F. Kennedy when it began tapping King's telephone line in the fall of 1963.[88] Kennedy was concerned that public allegations of communists in the SCLC would derail the administration's civil rights initiatives. He warned King to discontinue these associations and later felt compelled to issue the written directive that authorized the FBI to wiretap King and other SCLC leaders.[89] FBI Director J. Edgar Hoover feared the civil rights movement and investigated the allegations of communist infiltration. When no evidence emerged to support this, the FBI used the incidental details caught on tape over the next five years in attempts to force King out of his leadership position in the COINTELPRO program.[1]
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King believed that organized, nonviolent protest against the system of southern segregation known as Jim Crow laws would lead to extensive media coverage of the struggle for black equality and voting rights. Journalistic accounts and televised footage of the daily deprivation and indignities suffered by Southern blacks, and of segregationist violence and harassment of civil rights workers and marchers, produced a wave of sympathetic public opinion that convinced the majority of Americans that the civil rights movement was the most important issue in American politics in the early 1960s.[90][91]
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King organized and led marches for blacks' right to vote, desegregation, labor rights, and other basic civil rights.[76] Most of these rights were successfully enacted into the law of the United States with the passage of the Civil Rights Act of 1964 and the 1965 Voting Rights Act.[92][93]
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King and the SCLC put into practice many of the principles of the Christian Left and applied the tactics of nonviolent protest with great success by strategically choosing the method of protest and the places in which protests were carried out. There were often dramatic stand-offs with segregationist authorities, who sometimes turned violent.[94]
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King was criticized by other black leaders during the course of his participation in the civil rights movement. This included opposition by more militant blacks such as Nation of Islam member Malcolm X.[95] Student Nonviolent Coordinating Committee founder Ella Baker regarded King as a charismatic media figure who lost touch with the grassroots of the movement[96] as he became close to elite figures like Nelson Rockefeller.[97] Stokely Carmichael, a protege of Baker's, became a black separatist and disagreed with King's plea for racial integration because he considered it an insult to a uniquely African-American culture.[98][99]
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The Albany Movement was a desegregation coalition formed in Albany, Georgia, in November 1961. In December, King and the SCLC became involved. The movement mobilized thousands of citizens for a broad-front nonviolent attack on every aspect of segregation within the city and attracted nationwide attention. When King first visited on December 15, 1961, he "had planned to stay a day or so and return home after giving counsel."[100] The following day he was swept up in a mass arrest of peaceful demonstrators, and he declined bail until the city made concessions. According to King, "that agreement was dishonored and violated by the city" after he left town.[100]
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King returned in July 1962 and was given the option of forty-five days in jail or a $178 fine (equivalent to $1,500 in 2019); he chose jail. Three days into his sentence, Police Chief Laurie Pritchett discreetly arranged for King's fine to be paid and ordered his release. "We had witnessed persons being kicked off lunch counter stools ... ejected from churches ... and thrown into jail ... But for the first time, we witnessed being kicked out of jail."[101] It was later acknowledged by the King Center that Billy Graham was the one who bailed King out of jail during this time.[102]
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After nearly a year of intense activism with few tangible results, the movement began to deteriorate. King requested a halt to all demonstrations and a "Day of Penance" to promote nonviolence and maintain the moral high ground. Divisions within the black community and the canny, low-key response by local government defeated efforts.[103] Though the Albany effort proved a key lesson in tactics for King and the national civil rights movement,[104] the national media was highly critical of King's role in the defeat, and the SCLC's lack of results contributed to a growing gulf between the organization and the more radical SNCC. After Albany, King sought to choose engagements for the SCLC in which he could control the circumstances, rather than entering into pre-existing situations.[105]
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In April 1963, the SCLC began a campaign against racial segregation and economic injustice in Birmingham, Alabama. The campaign used nonviolent but intentionally confrontational tactics, developed in part by Rev. Wyatt Tee Walker. Black people in Birmingham, organizing with the SCLC, occupied public spaces with marches and sit-ins, openly violating laws that they considered unjust.
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King's intent was to provoke mass arrests and "create a situation so crisis-packed that it will inevitably open the door to negotiation."[106] The campaign's early volunteers did not succeed in shutting down the city, or in drawing media attention to the police's actions. Over the concerns of an uncertain King, SCLC strategist James Bevel changed the course of the campaign by recruiting children and young adults to join in the demonstrations.[107] Newsweek called this strategy a Children's Crusade.[108][109]
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During the protests, the Birmingham Police Department, led by Eugene "Bull" Connor, used high-pressure water jets and police dogs against protesters, including children. Footage of the police response was broadcast on national television news and dominated the nation's attention, shocking many white Americans and consolidating black Americans behind the movement.[110] Not all of the demonstrators were peaceful, despite the avowed intentions of the SCLC. In some cases, bystanders attacked the police, who responded with force. King and the SCLC were criticized for putting children in harm's way. But the campaign was a success: Connor lost his job, the "Jim Crow" signs came down, and public places became more open to blacks. King's reputation improved immensely.[108]
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King was arrested and jailed early in the campaign—his 13th arrest[111] out of 29.[112] From his cell, he composed the now-famous Letter from Birmingham Jail that responds to calls on the movement to pursue legal channels for social change. King argues that the crisis of racism is too urgent, and the current system too entrenched: "We know through painful experience that freedom is never voluntarily given by the oppressor; it must be demanded by the oppressed."[113] He points out that the Boston Tea Party, a celebrated act of rebellion in the American colonies, was illegal civil disobedience, and that, conversely, "everything Adolf Hitler did in Germany was 'legal'."[113] Walter Reuther, president of the United Auto Workers, arranged for $160,000 to bail out King and his fellow protestors.[114]
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—Martin Luther King Jr.[113]
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In March 1964, King and the SCLC joined forces with Robert Hayling's then-controversial movement in St. Augustine, Florida. Hayling's group had been affiliated with the NAACP but was forced out of the organization for advocating armed self-defense alongside nonviolent tactics. However, the pacifist SCLC accepted them.[115][116] King and the SCLC worked to bring white Northern activists to St. Augustine, including a delegation of rabbis and the 72-year-old mother of the governor of Massachusetts, all of whom were arrested.[117][118] During June, the movement marched nightly through the city, "often facing counter demonstrations by the Klan, and provoking violence that garnered national media attention." Hundreds of the marchers were arrested and jailed. During the course of this movement, the Civil Rights Act of 1964 was passed.[119]
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In December 1964, King and the SCLC joined forces with the Student Nonviolent Coordinating Committee (SNCC) in Selma, Alabama, where the SNCC had been working on voter registration for several months.[120] A local judge issued an injunction that barred any gathering of three or more people affiliated with the SNCC, SCLC, DCVL, or any of 41 named civil rights leaders. This injunction temporarily halted civil rights activity until King defied it by speaking at Brown Chapel on January 2, 1965.[121] During the 1965 march to Montgomery, Alabama, violence by state police and others against the peaceful marchers resulted in much publicity, which made Alabama's racism visible nationwide.
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On February 6, 1964, King delivered the inaugural speech of a lecture series initiated at the New School called "The American Race Crisis." No audio record of his speech has been found, but in August 2013, almost 50 years later, the school discovered an audiotape with 15 minutes of a question-and-answer session that followed King's address. In these remarks, King referred to a conversation he had recently had with Jawaharlal Nehru in which he compared the sad condition of many African Americans to that of India's untouchables.[122]
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King, representing the SCLC, was among the leaders of the "Big Six" civil rights organizations who were instrumental in the organization of the March on Washington for Jobs and Freedom, which took place on August 28, 1963. The other leaders and organizations comprising the Big Six were Roy Wilkins from the National Association for the Advancement of Colored People; Whitney Young, National Urban League; A. Philip Randolph, Brotherhood of Sleeping Car Porters; John Lewis, SNCC; and James L. Farmer Jr., of the Congress of Racial Equality.[123]
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Bayard Rustin's open homosexuality, support of democratic socialism, and his former ties to the Communist Party USA caused many white and African-American leaders to demand King distance himself from Rustin,[124] which King agreed to do.[125] However, he did collaborate in the 1963 March on Washington, for which Rustin was the primary logistical and strategic organizer.[126][127] For King, this role was another which courted controversy, since he was one of the key figures who acceded to the wishes of United States President John F. Kennedy in changing the focus of the march.[128][129]
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Kennedy initially opposed the march outright, because he was concerned it would negatively impact the drive for passage of civil rights legislation. However, the organizers were firm that the march would proceed.[130] With the march going forward, the Kennedys decided it was important to work to ensure its success. President Kennedy was concerned the turnout would be less than 100,000. Therefore, he enlisted the aid of additional church leaders and Walter Reuther, president of the United Automobile Workers, to help mobilize demonstrators for the cause.[131]
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The march originally was conceived as an event to dramatize the desperate condition of blacks in the southern U.S. and an opportunity to place organizers' concerns and grievances squarely before the seat of power in the nation's capital. Organizers intended to denounce the federal government for its failure to safeguard the civil rights and physical safety of civil rights workers and blacks. The group acquiesced to presidential pressure and influence, and the event ultimately took on a far less strident tone.[132] As a result, some civil rights activists felt it presented an inaccurate, sanitized pageant of racial harmony; Malcolm X called it the "Farce on Washington", and the Nation of Islam forbade its members from attending the march.[132][133]
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The march made specific demands: an end to racial segregation in public schools; meaningful civil rights legislation, including a law prohibiting racial discrimination in employment; protection of civil rights workers from police brutality; a $2 minimum wage for all workers (equivalent to $17 in 2019); and self-government for Washington, D.C., then governed by congressional committee.[134][135][136] Despite tensions, the march was a resounding success.[137] More than a quarter of a million people of diverse ethnicities attended the event, sprawling from the steps of the Lincoln Memorial onto the National Mall and around the reflecting pool. At the time, it was the largest gathering of protesters in Washington, D.C.'s history.[137]
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King delivered a 17-minute speech, later known as "I Have a Dream". In the speech's most famous passage – in which he departed from his prepared text, possibly at the prompting of Mahalia Jackson, who shouted behind him, "Tell them about the dream!"[138][139] – King said:[140]
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I say to you today, my friends, so even though we face the difficulties of today and tomorrow, I still have a dream. It is a dream deeply rooted in the American dream.
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I have a dream that one day this nation will rise up and live out the true meaning of its creed: 'We hold these truths to be self-evident: that all men are created equal.'
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I have a dream that one day on the red hills of Georgia the sons of former slaves and the sons of former slave owners will be able to sit down together at the table of brotherhood.
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I have a dream that one day even the state of Mississippi, a state sweltering with the heat of injustice, sweltering with the heat of oppression, will be transformed into an oasis of freedom and justice.
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I have a dream that my four little children will one day live in a nation where they will not be judged by the color of their skin but by the content of their character.
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I have a dream today.
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I have a dream that one day, down in Alabama, with its vicious racists, with its governor having his lips dripping with the words of interposition and nullification; one day right there in Alabama, little black boys and black girls will be able to join hands with little white boys and white girls as sisters and brothers.
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I have a dream today.
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"I Have a Dream" came to be regarded as one of the finest speeches in the history of American oratory.[141] The March, and especially King's speech, helped put civil rights at the top of the agenda of reformers in the United States and facilitated passage of the Civil Rights Act of 1964.[142][143]
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The original typewritten copy of the speech, including King's handwritten notes on it, was discovered in 1984 to be in the hands of George Raveling, the first African-American basketball coach of the University of Iowa. In 1963, Raveling, then 26 years old, was standing near the podium, and immediately after the oration, impulsively asked King if he could have his copy of the speech. He got it.[144]
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Acting on James Bevel's call for a march from Selma to Montgomery, King, Bevel, and the SCLC, in partial collaboration with SNCC, attempted to organize the march to the state's capital. The first attempt to march on March 7, 1965, was aborted because of mob and police violence against the demonstrators. This day has become known as Bloody Sunday and was a major turning point in the effort to gain public support for the civil rights movement. It was the clearest demonstration up to that time of the dramatic potential of King's nonviolence strategy. King, however, was not present.[48]
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On March 5, King met with officials in the Johnson Administration in order to request an injunction against any prosecution of the demonstrators. He did not attend the march due to church duties, but he later wrote, "If I had any idea that the state troopers would use the kind of brutality they did, I would have felt compelled to give up my church duties altogether to lead the line."[145] Footage of police brutality against the protesters was broadcast extensively and aroused national public outrage.[146]
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King next attempted to organize a march for March 9. The SCLC petitioned for an injunction in federal court against the State of Alabama; this was denied and the judge issued an order blocking the march until after a hearing. Nonetheless, King led marchers on March 9 to the Edmund Pettus Bridge in Selma, then held a short prayer session before turning the marchers around and asking them to disperse so as not to violate the court order. The unexpected ending of this second march aroused the surprise and anger of many within the local movement.[147] The march finally went ahead fully on March 25, 1965.[148][149] At the conclusion of the march on the steps of the state capitol, King delivered a speech that became known as "How Long, Not Long." In it, King stated that equal rights for African Americans could not be far away, "because the arc of the moral universe is long, but it bends toward justice" and "you shall reap what you sow".[a][150][151][152]
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In 1966, after several successes in the south, King, Bevel, and others in the civil rights organizations took the movement to the North, with Chicago as their first destination. King and Ralph Abernathy, both from the middle class, moved into a building at 1550 S. Hamlin Avenue, in the slums of North Lawndale[153] on Chicago's West Side, as an educational experience and to demonstrate their support and empathy for the poor.[154]
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The SCLC formed a coalition with CCCO, Coordinating Council of Community Organizations, an organization founded by Albert Raby, and the combined organizations' efforts were fostered under the aegis of the Chicago Freedom Movement.[155]
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During that spring, several white couple/black couple tests of real estate offices uncovered racial steering: discriminatory processing of housing requests by couples who were exact matches in income, background, number of children, and other attributes.[156] Several larger marches were planned and executed: in Bogan, Belmont Cragin, Jefferson Park, Evergreen Park (a suburb southwest of Chicago), Gage Park, Marquette Park, and others.[155][157][158]
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King later stated and Abernathy wrote that the movement received a worse reception in Chicago than in the South. Marches, especially the one through Marquette Park on August 5, 1966, were met by thrown bottles and screaming throngs. Rioting seemed very possible.[159][160] King's beliefs militated against his staging a violent event, and he negotiated an agreement with Mayor Richard J. Daley to cancel a march in order to avoid the violence that he feared would result.[161] King was hit by a brick during one march, but continued to lead marches in the face of personal danger.[162]
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When King and his allies returned to the South, they left Jesse Jackson, a seminary student who had previously joined the movement in the South, in charge of their organization.[163] Jackson continued their struggle for civil rights by organizing the Operation Breadbasket movement that targeted chain stores that did not deal fairly with blacks.[164]
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A 1967 CIA document declassified in 2017 downplayed King's role in the "black militant situation" in Chicago, with a source stating that King "sought at least constructive, positive projects."[165]
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—Martin Luther King Jr.[166]
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—Martin Luther King Jr.[167]
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King was long opposed to American involvement in the Vietnam War,[168] but at first avoided the topic in public speeches in order to avoid the interference with civil rights goals that criticism of President Johnson's policies might have created.[168] At the urging of SCLC's former Director of Direct Action and now the head of the Spring Mobilization Committee to End the War in Vietnam, James Bevel, and inspired by the outspokenness of Muhammad Ali,[169] King eventually agreed to publicly oppose the war as opposition was growing among the American public.[168]
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During an April 4, 1967, appearance at the New York City Riverside Church—exactly one year before his death—King delivered a speech titled "Beyond Vietnam: A Time to Break Silence."[170] He spoke strongly against the U.S.'s role in the war, arguing that the U.S. was in Vietnam "to occupy it as an American colony"[171] and calling the U.S. government "the greatest purveyor of violence in the world today."[172] He connected the war with economic injustice, arguing that the country needed serious moral change:
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A true revolution of values will soon look uneasily on the glaring contrast of poverty and wealth. With righteous indignation, it will look across the seas and see individual capitalists of the West investing huge sums of money in Asia, Africa and South America, only to take the profits out with no concern for the social betterment of the countries, and say: "This is not just."[173]
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King opposed the Vietnam War because it took money and resources that could have been spent on social welfare at home. The United States Congress was spending more and more on the military and less and less on anti-poverty programs at the same time. He summed up this aspect by saying, "A nation that continues year after year to spend more money on military defense than on programs of social uplift is approaching spiritual death."[173] He stated that North Vietnam "did not begin to send in any large number of supplies or men until American forces had arrived in the tens of thousands",[174] and accused the U.S. of having killed a million Vietnamese, "mostly children."[175] King also criticized American opposition to North Vietnam's land reforms.[176]
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King's opposition cost him significant support among white allies, including President Johnson, Billy Graham,[177] union leaders and powerful publishers.[178] "The press is being stacked against me", King said,[179] complaining of what he described as a double standard that applauded his nonviolence at home, but deplored it when applied "toward little brown Vietnamese children."[180] Life magazine called the speech "demagogic slander that sounded like a script for Radio Hanoi",[173] and The Washington Post declared that King had "diminished his usefulness to his cause, his country, his people."[180][181]
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The "Beyond Vietnam" speech reflected King's evolving political advocacy in his later years, which paralleled the teachings of the progressive Highlander Research and Education Center, with which he was affiliated.[182][183] King began to speak of the need for fundamental changes in the political and economic life of the nation, and more frequently expressed his opposition to the war and his desire to see a redistribution of resources to correct racial and economic injustice.[184] He guarded his language in public to avoid being linked to communism by his enemies, but in private he sometimes spoke of his support for democratic socialism.[185][186]
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In a 1952 letter to Coretta Scott, he said: "I imagine you already know that I am much more socialistic in my economic theory than capitalistic ..."[187] In one speech, he stated that "something is wrong with capitalism" and claimed, "There must be a better distribution of wealth, and maybe America must move toward a democratic socialism."[188] King had read Marx while at Morehouse, but while he rejected "traditional capitalism", he rejected communism because of its "materialistic interpretation of history" that denied religion, its "ethical relativism", and its "political totalitarianism."[189]
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King stated in "Beyond Vietnam" that "true compassion is more than flinging a coin to a beggar ... it comes to see that an edifice which produces beggars needs restructuring."[190] King quoted a United States official who said that from Vietnam to Latin America, the country was "on the wrong side of a world revolution."[190] King condemned America's "alliance with the landed gentry of Latin America", and said that the U.S. should support "the shirtless and barefoot people" in the Third World rather than suppressing their attempts at revolution.[190]
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King's stance on Vietnam encouraged Allard K. Lowenstein, William Sloane Coffin and Norman Thomas, with the support of anti-war Democrats, to attempt to persuade King to run against President Johnson in the 1968 United States presidential election. King contemplated but ultimately decided against the proposal on the grounds that he felt uneasy with politics and considered himself better suited for his morally unambiguous role as an activist.[191]
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On April 15, 1967, King participated and spoke at an anti-war march from Manhattan's Central Park to the United Nations. The march was organized by the Spring Mobilization Committee to End the War in Vietnam and initiated by its chairman, James Bevel. At the U.N. King brought up issues of civil rights and the draft:
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I have not urged a mechanical fusion of the civil rights and peace movements. There are people who have come to see the moral imperative of equality, but who cannot yet see the moral imperative of world brotherhood. I would like to see the fervor of the civil-rights movement imbued into the peace movement to instill it with greater strength. And I believe everyone has a duty to be in both the civil-rights and peace movements. But for those who presently choose but one, I would hope they will finally come to see the moral roots common to both.[192]
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Seeing an opportunity to unite civil rights activists and anti-war activists,[169] Bevel convinced King to become even more active in the anti-war effort.[169] Despite his growing public opposition towards the Vietnam War, King was not fond of the hippie culture which developed from the anti-war movement.[193] In his 1967 Massey Lecture, King stated:
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The importance of the hippies is not in their unconventional behavior, but in the fact that hundreds of thousands of young people, in turning to a flight from reality, are expressing a profoundly discrediting view on the society they emerge from.[193]
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On January 13, 1968 (the day after President Johnson's State of the Union Address), King called for a large march on Washington against "one of history's most cruel and senseless wars."[194][195]
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We need to make clear in this political year, to congressmen on both sides of the aisle and to the president of the United States, that we will no longer tolerate, we will no longer vote for men who continue to see the killings of Vietnamese and Americans as the best way of advancing the goals of freedom and self-determination in Southeast Asia.[194][195]
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Thích Nhất Hạnh was an influential Vietnamese Buddhist who taught at Princeton University and Columbia University. He had written a letter to Martin Luther King, Jr. in 1965 entitled: "In Search of the Enemy of Man". It was during his 1966 stay in the US that Nhất Hạnh met with King and urged him to publicly denounce the Vietnam War.[196] In 1967, Dr. King gave a famous speech at the Riverside Church in New York City, his first to publicly question the U.S. involvement in Vietnam.[197] Later that year, Dr. King nominated Nhất Hạnh for the 1967 Nobel Peace Prize. In his nomination Dr. King said, "I do not personally know of anyone more worthy of [this prize] than this gentle monk from Vietnam. His ideas for peace, if applied, would build a monument to ecumenism, to world brotherhood, to humanity".[198]
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In 1968, King and the SCLC organized the "Poor People's Campaign" to address issues of economic justice. King traveled the country to assemble "a multiracial army of the poor" that would march on Washington to engage in nonviolent civil disobedience at the Capitol until Congress created an "economic bill of rights" for poor Americans.[199][200]
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The campaign was preceded by King's final book, Where Do We Go from Here: Chaos or Community? which laid out his view of how to address social issues and poverty. King quoted from Henry George and George's book, Progress and Poverty, particularly in support of a guaranteed basic income.[201][202][203] The campaign culminated in a march on Washington, D.C., demanding economic aid to the poorest communities of the United States.
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King and the SCLC called on the government to invest in rebuilding America's cities. He felt that Congress had shown "hostility to the poor" by spending "military funds with alacrity and generosity." He contrasted this with the situation faced by poor Americans, claiming that Congress had merely provided "poverty funds with miserliness."[200] His vision was for change that was more revolutionary than mere reform: he cited systematic flaws of "racism, poverty, militarism and materialism", and argued that "reconstruction of society itself is the real issue to be faced."[204]
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The Poor People's Campaign was controversial even within the civil rights movement. Rustin resigned from the march, stating that the goals of the campaign were too broad, that its demands were unrealizable, and that he thought that these campaigns would accelerate the backlash and repression on the poor and the black.[205]
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The plan to set up a shantytown in Washington, D.C., was carried out soon after the April 4 assassination. Criticism of King's plan was subdued in the wake of his death, and the SCLC received an unprecedented wave of donations for the purpose of carrying it out. The campaign officially began in Memphis, on May 2, at the hotel where King was murdered.[206] Thousands of demonstrators arrived on the National Mall and stayed for six weeks, establishing a camp they called "Resurrection City."[207]
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On March 29, 1968, King went to Memphis, Tennessee, in support of the black sanitary public works employees, who were represented by AFSCME Local 1733. The workers had been on strike since March 12 for higher wages and better treatment. In one incident, black street repairmen received pay for two hours when they were sent home because of bad weather, but white employees were paid for the full day.[208][209][210]
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On April 3, King addressed a rally and delivered his "I've Been to the Mountaintop" address at Mason Temple, the world headquarters of the Church of God in Christ. King's flight to Memphis had been delayed by a bomb threat against his plane.[211] In the prophetic peroration of the last speech of his life, in reference to the bomb threat, King said the following:
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And then I got to Memphis. And some began to say the threats, or talk about the threats that were out. What would happen to me from some of our sick white brothers?
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Well, I don't know what will happen now. We've got some difficult days ahead. But it doesn't matter with me now. Because I've been to the mountaintop. And I don't mind. Like anybody, I would like to live a long life. Longevity has its place. But I'm not concerned about that now. I just want to do God's will. And He's allowed me to go up to the mountain. And I've looked over. And I've seen the promised land. I may not get there with you. But I want you to know tonight, that we, as a people, will get to the promised land. So I'm happy, tonight. I'm not worried about anything. I'm not fearing any man. Mine eyes have seen the glory of the coming of the Lord.[212]
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King was booked in Room 306 at the Lorraine Motel (owned by Walter Bailey) in Memphis. Ralph Abernathy, who was present at the assassination, testified to the United States House Select Committee on Assassinations that King and his entourage stayed at Room 306 so often that it was known as the "King-Abernathy suite."[213] According to Jesse Jackson, who was present, King's last words on the balcony before his assassination were spoken to musician Ben Branch, who was scheduled to perform that night at an event King was attending: "Ben, make sure you play 'Take My Hand, Precious Lord' in the meeting tonight. Play it real pretty."[214]
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King was fatally shot by James Earl Ray at 6:01 p.m., April 4, 1968, as he stood on the motel's second-floor balcony. The bullet entered through his right cheek, smashing his jaw, then traveled down his spinal cord before lodging in his shoulder.[215][216] Abernathy heard the shot from inside the motel room and ran to the balcony to find King on the floor.[217] Jackson stated after the shooting that he cradled King's head as King lay on the balcony, but this account was disputed by other colleagues of King; Jackson later changed his statement to say that he had "reached out" for King.[218]
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After emergency chest surgery, King died at St. Joseph's Hospital at 7:05 p.m.[219] According to biographer Taylor Branch, King's autopsy revealed that though only 39 years old, he "had the heart of a 60 year old", which Branch attributed to the stress of 13 years in the civil rights movement.[220] King is buried within Martin Luther King Jr. National Historical Park.[221]
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The assassination led to a nationwide wave of race riots in Washington, D.C., Chicago, Baltimore, Louisville, Kansas City, and dozens of other cities.[222][223] Presidential candidate Robert F. Kennedy was on his way to Indianapolis for a campaign rally when he was informed of King's death. He gave a short, improvised speech to the gathering of supporters informing them of the tragedy and urging them to continue King's ideal of nonviolence.[224] The following day, he delivered a prepared response in Cleveland.[225] James Farmer Jr. and other civil rights leaders also called for non-violent action, while the more militant Stokely Carmichael called for a more forceful response.[226] The city of Memphis quickly settled the strike on terms favorable to the sanitation workers.[227]
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President Lyndon B. Johnson declared April 7 a national day of mourning for the civil rights leader.[228] Vice President Hubert Humphrey attended King's funeral on behalf of the President, as there were fears that Johnson's presence might incite protests and perhaps violence.[229] At his widow's request, King's last sermon at Ebenezer Baptist Church was played at the funeral,[230] a recording of his "Drum Major" sermon, given on February 4, 1968. In that sermon, King made a request that at his funeral no mention of his awards and honors be made, but that it be said that he tried to "feed the hungry", "clothe the naked", "be right on the [Vietnam] war question", and "love and serve humanity."[231]
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His good friend Mahalia Jackson sang his favorite hymn, "Take My Hand, Precious Lord", at the funeral.[232]
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Two months after King's death, James Earl Ray—who was on the loose from a previous prison escape—was captured at London Heathrow Airport while trying to leave England on a false Canadian passport. He was using the alias Ramon George Sneyd on his way to white-ruled Rhodesia.[233] Ray was quickly extradited to Tennessee and charged with King's murder. He confessed to the assassination on March 10, 1969, though he recanted this confession three days later.[234] On the advice of his attorney Percy Foreman, Ray pleaded guilty to avoid a trial conviction and thus the possibility of receiving the death penalty. He was sentenced to a 99-year prison term.[234][235] Ray later claimed a man he met in Montreal, Quebec, with the alias "Raoul" was involved and that the assassination was the result of a conspiracy.[236][237] He spent the remainder of his life attempting, unsuccessfully, to withdraw his guilty plea and secure the trial he never had.[235] Ray died in 1998 at age 70.[238]
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Ray's lawyers maintained he was a scapegoat similar to the way that John F. Kennedy's assassin Lee Harvey Oswald is seen by conspiracy theorists.[239] Supporters of this assertion said that Ray's confession was given under pressure and that he had been threatened with the death penalty.[235][240] They admitted that Ray was a thief and burglar, but claimed that he had no record of committing violent crimes with a weapon.[237] However, prison records in different U.S. cities have shown that he was incarcerated on numerous occasions for charges of armed robbery.[241] In a 2008 interview with CNN, Jerry Ray, the younger brother of James Earl Ray, claimed that James was smart and was sometimes able to get away with armed robbery. Jerry Ray said that he had assisted his brother on one such robbery. "I never been with nobody as bold as he is," Jerry said. "He just walked in and put that gun on somebody, it was just like it's an everyday thing."[241]
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Those suspecting a conspiracy in the assassination point to the two successive ballistics tests which proved that a rifle similar to Ray's Remington Gamemaster had been the murder weapon. Those tests did not implicate Ray's specific rifle.[235][242] Witnesses near King at the moment of his death said that the shot came from another location. They said that it came from behind thick shrubbery near the boarding house—which had been cut away in the days following the assassination—and not from the boarding house window.[243] However, Ray's fingerprints were found on various objects (a rifle, a pair of binoculars, articles of clothing, a newspaper) that were left in the bathroom where it was determined the gunfire came from.[241] An examination of the rifle containing Ray's fingerprints determined that at least one shot was fired from the firearm at the time of the assassination.[241]
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In 1997, King's son Dexter Scott King met with Ray, and publicly supported Ray's efforts to obtain a new trial.[244]
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Two years later, King's widow Coretta Scott King and the couple's children won a wrongful death claim against Loyd Jowers and "other unknown co-conspirators." Jowers claimed to have received $100,000 to arrange King's assassination. The jury of six whites and six blacks found in favor of the King family, finding Jowers to be complicit in a conspiracy against King and that government agencies were party to the assassination.[245][246]
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William F. Pepper represented the King family in the trial.[247]
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In 2000, the U.S. Department of Justice completed the investigation into Jowers' claims but did not find evidence to support allegations about conspiracy. The investigation report recommended no further investigation unless some new reliable facts are presented.[248] A sister of Jowers admitted that he had fabricated the story so he could make $300,000 from selling the story, and she in turn corroborated his story in order to get some money to pay her income tax.[249][250]
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In 2002, The New York Times reported that a church minister, Rev. Ronald Denton Wilson, claimed his father, Henry Clay Wilson—not James Earl Ray—assassinated King. He stated, "It wasn't a racist thing; he thought Martin Luther King was connected with communism, and he wanted to get him out of the way." Wilson provided no evidence to back up his claims.[251]
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King researchers David Garrow and Gerald Posner disagreed with William F. Pepper's claims that the government killed King.[252] In 2003, Pepper published a book about the long investigation and trial, as well as his representation of James Earl Ray in his bid for a trial, laying out the evidence and criticizing other accounts.[253][254] King's friend and colleague, James Bevel, also disputed the argument that Ray acted alone, stating, "There is no way a ten-cent white boy could develop a plan to kill a million-dollar black man."[255] In 2004, Jesse Jackson stated:
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The fact is there were saboteurs to disrupt the march. And within our own organization, we found a very key person who was on the government payroll. So infiltration within, saboteurs from without and the press attacks. ... I will never believe that James Earl Ray had the motive, the money and the mobility to have done it himself. Our government was very involved in setting the stage for and I think the escape route for James Earl Ray.[256]
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King's legacy includes influences on the Black Consciousness Movement and civil rights movement in South Africa.[257][258] King's work was cited by, and served as, an inspiration for South African leader Albert Lutuli, who fought for racial justice in his country and was later awarded the Nobel Prize.[259]
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King influenced Irish politician and activist John Hume. Hume, the former leader of the Social Democratic and Labour Party, cited King's legacy as quintessential to the Northern Irish civil rights movement and the signing of the Good Friday Agreement, calling him "one of my great heroes of the century."[260][261][262]
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In the United Kingdom, The Northumbria and Newcastle Universities Martin Luther King Peace Committee[263] exists to honor King's legacy, as represented by his final visit to the UK to receive an honorary degree from Newcastle University in 1967.[264][265] The Peace Committee operates out of the chaplaincies of the city's two universities, Northumbria and Newcastle, both of which remain centres for the study of Martin Luther King and the US civil rights movement. Inspired by King's vision, it undertakes a range of activities across the UK as it seeks to "build cultures of peace."
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In 2017, Newcastle University unveiled a bronze statue of King to celebrate the 50th anniversary of his honorary doctorate ceremony.[266] The Students Union also voted to rename their bar 'Luthers'.[267]
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King's main legacy was to secure progress on civil rights in the U.S. Just days after King's assassination, Congress passed the Civil Rights Act of 1968.[268] Title VIII of the Act, commonly known as the Fair Housing Act, prohibited discrimination in housing and housing-related transactions on the basis of race, religion, or national origin (later expanded to include sex, familial status, and disability). This legislation was seen as a tribute to King's struggle in his final years to combat residential discrimination in the U.S.[268] The day following King's assassination, school teacher Jane Elliott conducted her first "Blue Eyes/Brown Eyes" exercise with her class of elementary school students in Riceville, Iowa. Her purpose was to help them understand King's death as it related to racism, something they little understood as they lived in a predominantly white community.[269]
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King has become a national icon in the history of American liberalism and American progressivism.[270]
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King's wife Coretta Scott King followed in her husband's footsteps and was active in matters of social justice and civil rights until her death in 2006. The same year that Martin Luther King was assassinated, she established the King Center in Atlanta, Georgia, dedicated to preserving his legacy and the work of championing nonviolent conflict resolution and tolerance worldwide.[271] Their son, Dexter King, serves as the center's chairman.[272][273] Daughter Yolanda King, who died in 2007, was a motivational speaker, author and founder of Higher Ground Productions, an organization specializing in diversity training.[274]
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Even within the King family, members disagree about his religious and political views about gay, lesbian, bisexual and transgender people. King's widow Coretta publicly said that she believed her husband would have supported gay rights.[275] However, his youngest child, Bernice King, has said publicly that he would have been opposed to gay marriage.[276]
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On February 4, 1968, at the Ebenezer Baptist Church, in speaking about how he wished to be remembered after his death, King stated:
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I'd like somebody to mention that day that Martin Luther King Jr. tried to give his life serving others. I'd like for somebody to say that day that Martin Luther King Jr. tried to love somebody.
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I want you to say that day that I tried to be right on the war question. I want you to be able to say that day that I did try to feed the hungry. I want you to be able to say that day that I did try in my life to clothe those who were naked. I want you to say on that day that I did try in my life to visit those who were in prison. And I want you to say that I tried to love and serve humanity.
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Yes, if you want to say that I was a drum major. Say that I was a drum major for justice. Say that I was a drum major for peace. I was a drum major for righteousness. And all of the other shallow things will not matter. I won't have any money to leave behind. I won't have the fine and luxurious things of life to leave behind. But I just want to leave a committed life behind.[226][277]
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King is remembered as a martyr by the Episcopal Church in the United States of America with an annual feast day on the anniversary of his death, April 4.[278] The Evangelical Lutheran Church in America commemorates King liturgically on the anniversary of his birth, January 15.[279]
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On June 25, 2019, The New York Times Magazine listed Martin Luther King Jr. among hundreds of artists whose material was reportedly destroyed in the 2008 Universal Studios fire.[280]
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Beginning in 1971, cities such as St. Louis, Missouri, and states established annual holidays to honor King.[281] At the White House Rose Garden on November 2, 1983, President Ronald Reagan signed a bill creating a federal holiday to honor King. Observed for the first time on January 20, 1986, it is called Martin Luther King Jr. Day. Following President George H. W. Bush's 1992 proclamation, the holiday is observed on the third Monday of January each year, near the time of King's birthday.[282][283] On January 17, 2000, for the first time, Martin Luther King Jr. Day was officially observed in all fifty U.S. states.[284] Arizona (1992), New Hampshire (1999) and Utah (2000) were the last three states to recognize the holiday. Utah previously celebrated the holiday at the same time but under the name Human Rights Day.[285]
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As a Christian minister, King's main influence was Jesus Christ and the Christian gospels, which he would almost always quote in his religious meetings, speeches at church, and in public discourses. King's faith was strongly based in Jesus' commandment of loving your neighbor as yourself, loving God above all, and loving your enemies, praying for them and blessing them. His nonviolent thought was also based in the injunction to turn the other cheek in the Sermon on the Mount, and Jesus' teaching of putting the sword back into its place (Matthew 26:52).[286] In his famous Letter from Birmingham Jail, King urged action consistent with what he describes as Jesus' "extremist" love, and also quoted numerous other Christian pacifist authors, which was very usual for him. In another sermon, he stated:
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Before I was a civil rights leader, I was a preacher of the Gospel. This was my first calling and it still remains my greatest commitment. You know, actually all that I do in civil rights I do because I consider it a part of my ministry. I have no other ambitions in life but to achieve excellence in the Christian ministry. I don't plan to run for any political office. I don't plan to do anything but remain a preacher. And what I'm doing in this struggle, along with many others, grows out of my feeling that the preacher must be concerned about the whole man.[287][288]
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King's private writings show that he rejected biblical literalism; he described the Bible as "mythological," doubted that Jesus was born of a virgin and did not believe that the story of Jonah and the whale was true.[289]
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—Martin Luther King Jr.[290]
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Veteran African-American civil rights activist Bayard Rustin was King's first regular advisor on nonviolence.[291] King was also advised by the white activists Harris Wofford and Glenn Smiley.[292] Rustin and Smiley came from the Christian pacifist tradition, and Wofford and Rustin both studied Mahatma Gandhi's teachings. Rustin had applied nonviolence with the Journey of Reconciliation campaign in the 1940s,[293] and Wofford had been promoting Gandhism to Southern blacks since the early 1950s.[292]
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King had initially known little about Gandhi and rarely used the term "nonviolence" during his early years of activism in the early 1950s. King initially believed in and practiced self-defense, even obtaining guns in his household as a means of defense against possible attackers. The pacifists guided King by showing him the alternative of nonviolent resistance, arguing that this would be a better means to accomplish his goals of civil rights than self-defense. King then vowed to no longer personally use arms.[294][295]
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In the aftermath of the boycott, King wrote Stride Toward Freedom, which included the chapter Pilgrimage to Nonviolence. King outlined his understanding of nonviolence, which seeks to win an opponent to friendship, rather than to humiliate or defeat him. The chapter draws from an address by Wofford, with Rustin and Stanley Levison also providing guidance and ghostwriting.[296]
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King was inspired by Gandhi and his success with nonviolent activism, and as a theology student, King described Gandhi as being one of the "individuals who greatly reveal the working of the Spirit of God".[297] King had "for a long time ... wanted to take a trip to India."[298] With assistance from Harris Wofford, the American Friends Service Committee, and other supporters, he was able to fund the journey in April 1959.[299][300] The trip to India affected King, deepening his understanding of nonviolent resistance and his commitment to America's struggle for civil rights. In a radio address made during his final evening in India, King reflected, "Since being in India, I am more convinced than ever before that the method of nonviolent resistance is the most potent weapon available to oppressed people in their struggle for justice and human dignity."
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King's admiration of Gandhi's nonviolence did not diminish in later years. He went so far as to hold up his example when receiving the Nobel Peace Prize in 1964, hailing the "successful precedent" of using nonviolence "in a magnificent way by Mohandas K. Gandhi to challenge the might of the British Empire ... He struggled only with the weapons of truth, soul force, non-injury and courage."[301]
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Another influence for King's nonviolent method was Henry David Thoreau's essay On Civil Disobedience and its theme of refusing to cooperate with an evil system.[302] He also was greatly influenced by the works of Protestant theologians Reinhold Niebuhr and Paul Tillich,[303] and said that Walter Rauschenbusch's Christianity and the Social Crisis left an "indelible imprint" on his thinking by giving him a theological grounding for his social concerns.[304][305] King was moved by Rauschenbusch's vision of Christians spreading social unrest in "perpetual but friendly conflict" with the state, simultaneously critiquing it and calling it to act as an instrument of justice.[306] He was apparently unaware of the American tradition of Christian pacifism exemplified by Adin Ballou and William Lloyd Garrison[307] King frequently referred to Jesus' Sermon on the Mount as central for his work.[305][308][309][310] King also sometimes used the concept of "agape" (brotherly Christian love).[311] However, after 1960, he ceased employing it in his writings.[312]
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Even after renouncing his personal use of guns, King had a complex relationship with the phenomenon of self-defense in the movement. He publicly discouraged it as a widespread practice, but acknowledged that it was sometimes necessary.[313] Throughout his career King was frequently protected by other civil rights activists who carried arms, such as Colonel Stone Johnson,[314] Robert Hayling, and the Deacons for Defense and Justice.[315][316]
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King was an avid supporter of Native American rights. Native Americans were also active supporters of King's civil rights movement which included the active participation of Native Americans.[317] In fact, the Native American Rights Fund (NARF) was patterned after the NAACP's Legal Defense and Education Fund.[318] The National Indian Youth Council (NIYC) was especially supportive in King's campaigns especially the Poor People's Campaign in 1968.[319] In King's book "Why We Can't Wait" he writes:
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Our nation was born in genocide when it embraced the doctrine that the original American, the Indian, was an inferior race. Even before there were large numbers of Negroes on our shores, the scar of racial hatred had already disfigured colonial society. From the sixteenth century forward, blood flowed in battles over racial supremacy. We are perhaps the only nation which tried as a matter of national policy to wipe out its indigenous population. Moreover, we elevated that tragic experience into a noble crusade. Indeed, even today we have not permitted ourselves to reject or to feel remorse for this shameful episode. Our literature, our films, our drama, our folklore all exalt it.[320]
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King assisted Native American people in south Alabama in the late 1950s.[318] At that time the remaining Creek in Alabama were trying to completely desegregate schools in their area. The South had many egregious racial problems: In this case, light-complexioned Native children were allowed to ride school buses to previously all white schools, while dark-skinned Native children from the same band were barred from riding the same buses.[318] Tribal leaders, upon hearing of King's desegregation campaign in Birmingham, Alabama, contacted him for assistance. He promptly responded and through his intervention the problem was quickly resolved.[318]
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In September 1959, King flew from Los Angeles, California, to Tucson, Arizona.[321] After giving a speech at the University of Arizona on the ideals of using nonviolent methods in creating social change. He put into words his belief that one must not use force in this struggle "but match the violence of his opponents with his suffering."[321] King then went to Southside Presbyterian, a predominantly Native American church, and was fascinated by their photos. On the spur of the moment Dr. King wanted to go to an Indian Reservation to meet the people so Reverend Casper Glenn took King to the Papago Indian Reservation.[321] At the reservation King met with all the tribal leaders, and others on the reservation then ate with them.[321] King then visited another Presbyterian church near the reservation, and preached there attracting a Native American crowd.[321] He later returned to Old Pueblo in March 1962 where he preached again to a Native American congregation, and then went on to give another speech at the University of Arizona.[321] King would continue to attract the attention of Native Americans throughout the civil rights movement. During the 1963 March on Washington there was a sizable Native American contingent, including many from South Dakota, and many from the Navajo nation.[318][322] Native Americans were also active participants in the Poor People's Campaign in 1968.[319]
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King was a major inspiration along with the civil rights movement which inspired the Native American rights movement of the 1960s and many of its leaders.[318] John Echohawk a member of the Pawnee tribe and the executive director and one of the founders of the Native American Rights Fund stated:
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Inspired by Dr. King, who was advancing the civil rights agenda of equality under the laws of this country, we thought that we could also use the laws to advance our Indianship, to live as tribes in our territories governed by our own laws under the principles of tribal sovereignty that had been with us ever since 1831. We believed that we could fight for a policy of self-determination that was consistent with U.S. law and that we could govern our own affairs, define our own ways and continue to survive in this society.[323]
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As the leader of the SCLC, King maintained a policy of not publicly endorsing a U.S. political party or candidate: "I feel someone must remain in the position of non-alignment, so that he can look objectively at both parties and be the conscience of both—not the servant or master of either."[324] In a 1958 interview, he expressed his view that neither party was perfect, saying, "I don't think the Republican party is a party full of the almighty God nor is the Democratic party. They both have weaknesses ... And I'm not inextricably bound to either party."[325] King did praise Democratic Senator Paul Douglas of Illinois as being the "greatest of all senators" because of his fierce advocacy for civil rights causes over the years.[326]
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King critiqued both parties' performance on promoting racial equality:
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Actually, the Negro has been betrayed by both the Republican and the Democratic party. The Democrats have betrayed him by capitulating to the whims and caprices of the Southern Dixiecrats. The Republicans have betrayed him by capitulating to the blatant hypocrisy of reactionary right wing northern Republicans. And this coalition of southern Dixiecrats and right wing reactionary northern Republicans defeats every bill and every move towards liberal legislation in the area of civil rights.[327]
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Although King never publicly supported a political party or candidate for president, in a letter to a civil rights supporter in October 1956 he said that he had not decided whether he would vote for Adlai Stevenson II or Dwight D. Eisenhower at the 1956 presidential election, but that "In the past I always voted the Democratic ticket."[328] In his autobiography, King says that in 1960 he privately voted for Democratic candidate John F. Kennedy: "I felt that Kennedy would make the best president. I never came out with an endorsement. My father did, but I never made one." King adds that he likely would have made an exception to his non-endorsement policy for a second Kennedy term, saying "Had President Kennedy lived, I would probably have endorsed him in 1964."[329]
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In 1964, King urged his supporters "and all people of goodwill" to vote against Republican Senator Barry Goldwater for president, saying that his election "would be a tragedy, and certainly suicidal almost, for the nation and the world."[330]
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King supported the ideals of democratic socialism, although he was reluctant to speak directly of this support due to the anti-communist sentiment being projected throughout the United States at the time, and the association of socialism with communism. King believed that capitalism could not adequately provide the basic necessities of many American people, particularly the African-American community.[187]
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King stated that black Americans, as well as other disadvantaged Americans, should be compensated for historical wrongs. In an interview conducted for Playboy in 1965, he said that granting black Americans only equality could not realistically close the economic gap between them and whites. King said that he did not seek a full restitution of wages lost to slavery, which he believed impossible, but proposed a government compensatory program of $50 billion over ten years to all disadvantaged groups.[331]
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He posited that "the money spent would be more than amply justified by the benefits that would accrue to the nation through a spectacular decline in school dropouts, family breakups, crime rates, illegitimacy, swollen relief rolls, rioting and other social evils."[332] He presented this idea as an application of the common law regarding settlement of unpaid labor, but clarified that he felt that the money should not be spent exclusively on blacks. He stated, "It should benefit the disadvantaged of all races."[333]
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On being awarded the Planned Parenthood Federation of America's Margaret Sanger Award on May 5, 1966, King said:
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Recently, the press has been filled with reports of sightings of flying saucers. While we need not give credence to these stories, they allow our imagination to speculate on how visitors from outer space would judge us. I am afraid they would be stupefied at our conduct. They would observe that for death planning we spend billions to create engines and strategies for war. They would also observe that we spend millions to prevent death by disease and other causes. Finally they would observe that we spend paltry sums for population planning, even though its spontaneous growth is an urgent threat to life on our planet. Our visitors from outer space could be forgiven if they reported home that our planet is inhabited by a race of insane men whose future is bleak and uncertain.
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There is no human circumstance more tragic than the persisting existence of a harmful condition for which a remedy is readily available. Family planning, to relate population to world resources, is possible, practical and necessary. Unlike plagues of the dark ages or contemporary diseases we do not yet understand, the modern plague of overpopulation is soluble by means we have discovered and with resources we possess.
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What is lacking is not sufficient knowledge of the solution but universal consciousness of the gravity of the problem and education of the billions who are its victims ...[334][335][third-party source needed]
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Actress Nichelle Nichols planned to leave the science-fiction television series Star Trek in 1967 after its first season, wanting to return to musical theater.[336] She changed her mind after talking to King[337] who was a fan of the show. King explained that her character signified a future of greater racial harmony and cooperation.[338] King told Nichols, "You are our image of where we're going, you're 300 years from now, and that means that's where we are and it takes place now. Keep doing what you're doing, you are our inspiration."[339] As Nichols recounted, "Star Trek was one of the only shows that [King] and his wife Coretta would allow their little children to watch. And I thanked him and I told him I was leaving the show. All the smile came off his face. And he said, 'Don't you understand for the first time we're seen as we should be seen. You don't have a black role. You have an equal role.'"[336] For his part, the series' creator, Gene Roddenberry, was deeply moved upon learning of King's support.[340]
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FBI director J. Edgar Hoover personally ordered surveillance of King, with the intent to undermine his power as a civil rights leader.[341][342] The Church Committee, a 1975 investigation by the U.S. Congress, found that "From December 1963 until his death in 1968, Martin Luther King Jr. was the target of an intensive campaign by the Federal Bureau of Investigation to 'neutralize' him as an effective civil rights leader."[343]
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In the fall of 1963, the FBI received authorization from Attorney General Robert F. Kennedy to proceed with wiretapping of King's phone lines, purportedly due to his association with Stanley Levison.[344] The Bureau informed President John F. Kennedy. He and his brother unsuccessfully tried to persuade King to dissociate himself from Levison, a New York lawyer who had been involved with Communist Party USA.[345][346] Although Robert Kennedy only gave written approval for limited wiretapping of King's telephone lines "on a trial basis, for a month or so",[347] Hoover extended the clearance so his men were "unshackled" to look for evidence in any areas of King's life they deemed worthy.[89]
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The Bureau placed wiretaps on the home and office phone lines of both Levison and King, and bugged King's rooms in hotels as he traveled across the country.[345][348] In 1967, Hoover listed the SCLC as a black nationalist hate group, with the instructions: "No opportunity should be missed to exploit through counterintelligence techniques the organizational and personal conflicts of the leaderships of the groups ... to insure the targeted group is disrupted, ridiculed, or discredited."[342][349]
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In a secret operation code-named "Minaret", the National Security Agency monitored the communications of leading Americans, including King, who were critical of the U.S. war in Vietnam.[350] A review by the NSA itself concluded that Minaret was "disreputable if not outright illegal."[350]
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For years, Hoover had been suspicious of potential influence of communists in social movements such as labor unions and civil rights.[351] Hoover directed the FBI to track King in 1957, and the SCLC when it was established.[1]
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Due to the relationship between King and Stanley Levison, the FBI feared Levison was working as an "agent of influence" over King, in spite of its own reports in 1963 that Levison had left the Party and was no longer associated in business dealings with them.[352] Another King lieutenant, Jack O'Dell, was also linked to the Communist Party by sworn testimony before the House Un-American Activities Committee (HUAC).[353]
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Despite the extensive surveillance conducted, by 1976 the FBI had acknowledged that it had not obtained any evidence that King himself or the SCLC were actually involved with any communist organizations.[343]
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For his part, King adamantly denied having any connections to communism. In a 1965 Playboy interview, he stated that "there are as many Communists in this freedom movement as there are Eskimos in Florida."[354] He argued that Hoover was "following the path of appeasement of political powers in the South" and that his concern for communist infiltration of the civil rights movement was meant to "aid and abet the salacious claims of southern racists and the extreme right-wing elements."[343] Hoover did not believe King's pledge of innocence and replied by saying that King was "the most notorious liar in the country."[355] After King gave his "I Have A Dream" speech during the March on Washington on August 28, 1963, the FBI described King as "the most dangerous and effective Negro leader in the country."[348] It alleged that he was "knowingly, willingly and regularly cooperating with and taking guidance from communists."[356]
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The attempts to prove that King was a communist was related to the feeling of many segregationists that blacks in the South were content with the status quo, but had been stirred up by "communists" and "outside agitators."[357] As context, the civil rights movement in 1950s and '60s arose from activism within the black community dating back to before World War I. King said that "the Negro revolution is a genuine revolution, born from the same womb that produces all massive social upheavals—the womb of intolerable conditions and unendurable situations."[358]
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CIA files declassified in 2017 revealed that the agency was investigating possible links between King and Communism after a Washington Post article dated November 4, 1964 claimed he was invited to the Soviet Union and that Ralph Abernathy, as spokesman for King, refused to comment on the source of the invitation.[359] Mail belonging to King and other civil rights activists was intercepted by the CIA program HTLINGUAL.[360]
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The FBI having concluded that King was dangerous due to communist infiltration, attempts to discredit King began through revelations regarding his private life. FBI surveillance of King, some of it since made public, attempted to demonstrate that he also had numerous extramarital affairs.[348] Lyndon B. Johnson once said that King was a "hypocritical preacher".[361]
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In his 1989 autobiography And the Walls Came Tumbling Down, Ralph Abernathy stated that King had a "weakness for women", although they "all understood and believed in the biblical prohibition against sex outside of marriage. It was just that he had a particularly difficult time with that temptation."[362] In a later interview, Abernathy said that he only wrote the term "womanizing", that he did not specifically say King had extramarital sex and that the infidelities King had were emotional rather than sexual.[363]
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Abernathy criticized the media for sensationalizing the statements he wrote about King's affairs,[363] such as the allegation that he admitted in his book that King had a sexual affair the night before he was assassinated.[363] In his original wording, Abernathy had stated that he saw King coming out of his room with a woman when he awoke the next morning and later said that "he may have been in there discussing and debating and trying to get her to go along with the movement, I don't know."[363]
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In his 1986 book Bearing the Cross, David Garrow wrote about a number of extramarital affairs, including one woman King saw almost daily. According to Garrow, "that relationship ... increasingly became the emotional centerpiece of King's life, but it did not eliminate the incidental couplings ... of King's travels." He alleged that King explained his extramarital affairs as "a form of anxiety reduction." Garrow asserted that King's supposed promiscuity caused him "painful and at times overwhelming guilt."[364] King's wife Coretta appeared to have accepted his affairs with equanimity, saying once that "all that other business just doesn't have a place in the very high level relationship we enjoyed."[365] Shortly after Bearing the Cross was released, civil rights author Howell Raines gave the book a positive review but opined that Garrow's allegations about King's sex life were "sensational" and stated that Garrow was "amassing facts rather than analyzing them."[366]
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The FBI distributed reports regarding such affairs to the executive branch, friendly reporters, potential coalition partners and funding sources of the SCLC, and King's family.[367] The bureau also sent anonymous letters to King threatening to reveal information if he did not cease his civil rights work.[368] The FBI–King suicide letter sent to King just before he received the Nobel Peace Prize read, in part:
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The American public, the church organizations that have been helping—Protestants, Catholics and Jews will know you for what you are—an evil beast. So will others who have backed you. You are done. King, there is only one thing left for you to do. You know what it is. You have just 34 days in which to do (this exact number has been selected for a specific reason, it has definite practical significant [sic]). You are done. There is but one way out for you. You better take it before your filthy fraudulent self is bared to the nation.[370]
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The letter was accompanied by a tape recording—excerpted from FBI wiretaps—of several of King's extramarital liaisons.[371] King interpreted this package as an attempt to drive him to suicide,[372] although William Sullivan, head of the Domestic Intelligence Division at the time, argued that it may have only been intended to "convince Dr. King to resign from the SCLC."[343] King refused to give in to the FBI's threats.[348]
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In 1977, Judge John Lewis Smith Jr. ordered all known copies of the recorded audiotapes and written transcripts resulting from the FBI's electronic surveillance of King between 1963 and 1968 to be held in the National Archives and sealed from public access until 2027.[373]
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In May 2019, FBI files emerged indicating that King "looked on, laughed and offered advice" as one of his friends raped a woman. His biographer, David Garrow, wrote that "the suggestion... that he either actively tolerated or personally employed violence against any woman, even while drunk, poses so fundamental a challenge to his historical stature as to require the most complete and extensive historical review possible".[374] These allegations sparked a heated debate among historians.[375] Clayborne Carson, Martin Luther King biographer and overseer of the Dr. King records at Stanford University states that he came to the opposite conclusion of Garrow saying "None of this is new. Garrow is talking about a recently added summary of a transcript of a 1964 recording from the Willard Hotel that others, including Mrs. King, have said they did not hear Martin's voice on it. The added summary was four layers removed from the actual recording. This supposedly new information comes from an anonymous source in a single paragraph in an FBI report. You have to ask how could anyone conclude King looked at a rape from an audio recording in a room where he was not present."[376] Carson bases his position of Coretta Scott King's memoirs where she states "I set up our reel-to-reel recorder and listened. I have read scores of reports talking about the scurrilous activities of my husband but once again, there was nothing at all incriminating on the tape. It was a social event with people laughing and telling dirty jokes. But I did not hear Martin's voice on it, and there was nothing about sex or anything else resembling the lies J. Edgar and the FBI were spreading." The tapes that could confirm or refute the allegation are scheduled to be declassified in 2027.[377][378]
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A fire station was located across from the Lorraine Motel, next to the boarding house in which James Earl Ray was staying. Police officers were stationed in the fire station to keep King under surveillance.[379] Agents were watching King at the time he was shot.[380] Immediately following the shooting, officers rushed out of the station to the motel. Marrell McCollough, an undercover police officer, was the first person to administer first aid to King.[381] The antagonism between King and the FBI, the lack of an all points bulletin to find the killer, and the police presence nearby led to speculation that the FBI was involved in the assassination.[382]
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King was awarded at least fifty honorary degrees from colleges and universities.[383] On October 14, 1964, King became the (at the time) youngest winner of the Nobel Peace Prize, which was awarded to him for leading nonviolent resistance to racial prejudice in the U.S.[384][385] In 1965, he was awarded the American Liberties Medallion by the American Jewish Committee for his "exceptional advancement of the principles of human liberty."[383][386] In his acceptance remarks, King said, "Freedom is one thing. You have it all or you are not free."[387]
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In 1957, he was awarded the Spingarn Medal from the NAACP.[388] Two years later, he won the Anisfield-Wolf Book Award for his book Stride Toward Freedom: The Montgomery Story.[389] In 1966, the Planned Parenthood Federation of America awarded King the Margaret Sanger Award for "his courageous resistance to bigotry and his lifelong dedication to the advancement of social justice and human dignity."[390] Also in 1966, King was elected as a fellow of the American Academy of Arts and Sciences.[391] In November 1967 he made a 24-hour trip to the United Kingdom to receive an honorary degree from Newcastle University, being the first African-American to be so honoured by Newcastle.[265] In a moving impromptu acceptance speech,[264] he said
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There are three urgent and indeed great problems that we face not only in the United States of America but all over the world today. That is the problem of racism, the problem of poverty and the problem of war.
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In addition to being nominated for three Grammy Awards, the civil rights leader posthumously won for Best Spoken Word Recording in 1971 for "Why I Oppose The War In Vietnam".[392]
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In 1977, the Presidential Medal of Freedom was posthumously awarded to King by President Jimmy Carter. The citation read:
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Martin Luther King Jr. was the conscience of his generation. He gazed upon the great wall of segregation and saw that the power of love could bring it down. From the pain and exhaustion of his fight to fulfill the promises of our founding fathers for our humblest citizens, he wrung his eloquent statement of his dream for America. He made our nation stronger because he made it better. His dream sustains us yet.[393]
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King and his wife were also awarded the Congressional Gold Medal in 2004.[394]
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King was second in Gallup's List of Most Widely Admired People of the 20th Century.[395] In 1963, he was named Time Person of the Year, and in 2000, he was voted sixth in an online "Person of the Century" poll by the same magazine.[396] King placed third in the Greatest American contest conducted by the Discovery Channel and AOL.[397]
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On April 20, 2016, Treasury Secretary Jacob Lew announced that the $5, $10, and $20 bills would all undergo redesign prior to 2020. Lew said that while Lincoln would remain on the front of the $5 bill, the reverse would be redesigned to depict various historical events that had occurred at the Lincoln Memorial. Among the planned designs are images from King's "I Have a Dream" speech and the 1939 concert by opera singer Marian Anderson.[398]
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