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en/1043.html.txt
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Caterpillars /ˈkætərˌpɪlər/ are the larval stage of members of the order Lepidoptera (the insect order comprising butterflies and moths).
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As with most common names, the application of the word is arbitrary, since the larvae of sawflies are commonly called caterpillars as well.[1][2] Both lepidopteran and symphytan larvae have eruciform body shapes.
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Caterpillars of most species are herbivorous (folivorous), but not all; some (about 1%) are insectivorous, even cannibalistic. Some feed on other animal products; for example, clothes moths feed on wool, and horn moths feed on the hooves and horns of dead ungulates.
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Caterpillars are typically voracious feeders and many of them are among the most serious of agricultural pests. In fact many moth species are best known in their caterpillar stages because of the damage they cause to fruits and other agricultural produce, whereas the moths are obscure and do no direct harm. Conversely, various species of caterpillar are valued as sources of silk, as human or animal food, or for biological control of pest plants.
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The origins of the word "caterpillar" date from the early 16th century. They derive from Middle English catirpel, catirpeller, probably an alteration of Old North French catepelose: cate, cat (from Latin cattus) + pelose, hairy (from Latin pilōsus).[3]
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The inchworm, or looper caterpillars from the family Geometridae are so named because of the way they move, appearing to measure the earth (the word geometrid means earth-measurer in Greek);[4] the primary reason for this unusual locomotion is the elimination of nearly all the prolegs except the clasper on the terminal segment.
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Caterpillars have soft bodies that can grow rapidly between moults. Their size varies between species and instars (moults) from as small as 1 mm up to 14 cm.[5] Some larvae of the order Hymenoptera (ants, bees and wasps) can appear like the caterpillars of the Lepidoptera. Such larvae are mainly seen in the sawfly suborder. However while these larvae superficially resemble caterpillars, they can be distinguished by the presence of prolegs on every abdominal segment, an absence of crochets or hooks on the prolegs (these are present on lepidopteran caterpillars), one pair of prominent ocelli on the head capsule, and an absence of the upside-down Y-shaped suture on the front of the head.[6]
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Lepidopteran caterpillars can be differentiated from sawfly larvae by:
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In 2019, a geometrid moth caterpillar dating back to the Eocene epoch, approximately 44 million years ago, was found preserved in Baltic amber. It was described under Eogeometer vadens.[8][9][10] Previously, another fossil dating back approximately 125 million years was found in Lebanese amber.[11][12]
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Many animals feed on caterpillars as they are rich in protein. As a result, caterpillars have evolved various means of defense.
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Caterpillars have evolved defenses against physical conditions such as cold, hot or dry environmental conditions. Some Arctic species like Gynaephora groenlandica have special basking and aggregation behaviours[13] apart from physiological adaptations to remain in a dormant state.[14]
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The appearance of a caterpillar can often repel a predator: its markings and certain body parts can make it seem poisonous, or bigger in size and thus threatening, or non-edible. Some types of caterpillars are indeed poisonous or distasteful and their bright coloring is aposematic. Others may mimic dangerous caterpillars or other animals while not being dangerous themselves. Many caterpillars are cryptically colored and resemble the plants on which they feed. An example of caterpillars that use camouflage for defence is the species Nemoria arizonaria. If the caterpillars hatch in the spring and feed on oak catkins they appear green. If they hatch in the summer they appear dark colored, like oak twigs. The differential development is linked to the tannin content in the diet.[15] Caterpillars may even have spines or growths that resemble plant parts such as thorns. Some look like objects in the environment such as bird droppings. Some Geometridae cover themselves in plant parts, while bagworms construct and live in a bag covered in sand, pebbles or plant material.
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More aggressive self-defense measures are taken by some caterpillars. These measures include having spiny bristles or long fine hair-like setae with detachable tips that will irritate by lodging in the skin or mucous membranes.[6] However some birds (such as cuckoos) will swallow even the hairiest of caterpillars. Other caterpillars acquire toxins from their host plants that render them unpalatable to most of their predators. For instance, ornate moth caterpillars utilize pyrrolizidine alkaloids that they obtain from their food plants to deter predators.[16] The most aggressive caterpillar defenses are bristles associated with venom glands. These bristles are called urticating hairs. A venom which is among the most potent defensive chemicals in any animal is produced by the South American silk moth genus Lonomia. Its venom is an anticoagulant powerful enough to cause a human to hemorrhage to death (See Lonomiasis).[17] This chemical is being investigated for potential medical applications. Most urticating hairs range in effect from mild irritation to dermatitis. Example: brown-tail moth.
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Plants contain toxins which protect them from herbivores, but some caterpillars have evolved countermeasures which enable them to eat the leaves of such toxic plants. In addition to being unaffected by the poison, the caterpillars sequester it in their body, making them highly toxic to predators. The chemicals are also carried on into the adult stages. These toxic species, such as the cinnabar moth (Tyria jacobaeae) and monarch (Danaus plexippus) caterpillars, usually advertise themselves with the danger colors of red, yellow and black, often in bright stripes (see aposematism). Any predator that attempts to eat a caterpillar with an aggressive defense mechanism will learn and avoid future attempts.
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Some caterpillars regurgitate acidic digestive juices at attacking enemies. Many papilionid larvae produce bad smells from extrudable glands called osmeteria.
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Many caterpillars display feeding behaviors which allow the caterpillar to remain hidden from potential predators. Many feed in protected environments, such as enclosed inside silk galleries, rolled leaves or by mining between the leaf surfaces.
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Some caterpillars, like early instars of the tomato hornworm and tobacco hornworm, have long "whip-like" organs attached to the ends of their body. The caterpillar wiggles these organs to frighten away flies and predatory wasps.[18] Some caterpillars can evade predators by using a silk line and dropping off from branches when disturbed. Many species thrash about violently when disturbed to scare away potential predators. One species (Amorpha juglandis) even makes high pitched whistles that can scare away birds.[19]
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Some caterpillars obtain protection by associating themselves with ants. The Lycaenid butterflies are particularly well known for this. They communicate with their ant protectors by vibrations as well as chemical means and typically provide food rewards.[20]
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Some caterpillars are gregarious; large aggregations are believed to help in reducing the levels of parasitization and predation.[21] Clusters amplify the signal of aposematic coloration, and individuals may participate in group regurgitation or displays. Pine processionary (Thaumetopoea pityocampa) caterpillars often link into a long train to move through trees and over the ground. The head of the lead caterpillar is visible, but the other heads can appear hidden.[22] Forest tent caterpillars cluster during periods of cold weather.
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Caterpillars suffer predation from many animals. The European pied flycatcher is one species that preys upon caterpillars. The flycatcher typically finds caterpillars among oak foliage. Paper wasps, including those in the genus Polistes and Polybia catch caterpillars to feed their young and themselves.
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Caterpillars have been called "eating machines", and eat leaves voraciously. Most species shed their skin four or five times as their bodies grow, and they eventually enter a pupal stage before becoming adults.[23] Caterpillars grow very quickly; for instance, a tobacco hornworm will increase its weight ten-thousandfold in less than twenty days. An adaptation that enables them to eat so much is a mechanism in a specialized midgut that quickly transports ions to the lumen (midgut cavity), to keep the potassium level higher in the midgut cavity than in the hemolymph.[24]
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Most caterpillars are solely herbivorous. Many are restricted to feeding on one species of plant, while others are polyphagous. Some, including the clothes moth, feed on detritus. Some are predatory, and may prey on other species of caterpillars (e.g. Hawaiian Eupithecia). Others feed on eggs of other insects, aphids, scale insects, or ant larvae. A few are parasitic on cicadas or leaf hoppers (Epipyropidae).[25] Some Hawaiian caterpillars (Hyposmocoma molluscivora) use silk traps to capture snails.[26]
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Many caterpillars are nocturnal. For example, the "cutworms" (of the family Noctuidae) hide at the base of plants during the day and only feed at night.[27] Others, such as gypsy moth (Lymantria dispar) larvae, change their activity patterns depending on density and larval stage, with more diurnal feeding in early instars and high densities.[28]
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Caterpillars cause much damage, mainly by eating leaves. The propensity for damage is enhanced by monocultural farming practices, especially where the caterpillar is specifically adapted to the host plant under cultivation. The cotton bollworm causes enormous losses. Other species eat food crops. Caterpillars have been the target of pest control through the use of pesticides, biological control and agronomic practices. Many species have become resistant to pesticides. Bacterial toxins such as those from Bacillus thuringiensis which are evolved to affect the gut of Lepidoptera have been used in sprays of bacterial spores, toxin extracts and also by incorporating genes to produce them within the host plants. These approaches are defeated over time by the evolution of resistance mechanisms in the insects.[29]
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Plants evolve mechanisms of resistance to being eaten by caterpillars, including the evolution of chemical toxins and physical barriers such as hairs. Incorporating host plant resistance (HPR) through plant breeding is another approach used in reducing the impact of caterpillars on crop plants.[30]
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Some caterpillars are used in industry. The silk industry is based on the silkworm caterpillar.
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Caterpillar hair can be a cause of human health problems. Caterpillar hairs sometimes have venoms in them and species from approximately 12 families of moths or butterflies worldwide can inflict serious human injuries ranging from urticarial dermatitis and atopic asthma to osteochondritis, consumption coagulopathy, kidney failure, and brain bleeding.[31] Skin rashes are the most common, but there have been fatalities.[32] Lonomia is a frequent cause of envenomation in Brazil, with 354 cases reported between 1989 and 2005. Lethality ranging up to 20% with death caused most often by intracranial hemorrhage.[33]
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Caterpillar hair has also been known to cause kerato-conjunctivitis. The sharp barbs on the end of caterpillar hairs can get lodged in soft tissues and mucous membranes such as the eyes. Once they enter such tissues, they can be difficult to extract, often exacerbating the problem as they migrate across the membrane.[34]
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This becomes a particular problem in an indoor setting. The hair easily enter buildings through ventilation systems and accumulate in indoor environments because of their small size, which makes it difficult for them to be vented out. This accumulation increases the risk of human contact in indoor environments.[35]
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Caterpillars are a food source in some cultures. For example, in South Africa mopane worms are eaten by the bushmen, and in China silkworms are considered a delicacy.
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In the Old Testament of the Bible caterpillars are feared as pest that devour crops. They are part of the "pestilence, blasting, mildew, locust"[37] because of their association with the locust, thus they are one of the plagues of Egypt. Jeremiah names them as one of the inhabitants of Babylon. The English word caterpillar derives from the old French catepelose (hairy cat) but merged with the piller (pillager). Caterpillars became a symbol for social dependents. Shakespeare's Bolingbroke described King Richard's friends as "The caterpillars of the commonwealth, Which I have sworn to weed and pluck away". In 1790 William Blake referenced this popular image in The Marriage of Heaven and Hell when he attacked priests: "as the caterpillar chooses the fairest leaves to lay her eggs on, so the priest lay his curse on the fairest joys".[38]
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The role of caterpillars in the life stages of butterflies was badly understood. In 1679 Maria Sibylla Merian published the first volume of The Caterpillars' Marvelous Transformation and Strange Floral Food, which contained 50 illustrations and a description of insects, moths, butterflies and their larvae.[39] An earlier popular publication on moths and butterflies, and their caterpillars, by Jan Goedart had not included eggs in the life stages of European moths and butterflies, because he had believed that caterpillars were generated from water. When Merian published her study of caterpillars it was still widely believed that insects were spontaneously generated. Merian's illustrations supported the findings of Francesco Redi, Marcello Malpighi and Jan Swammerdam.[40]
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Butterflies were regarded as symbol for the human soul since ancient time, and also in the Christian tradition.[41] Goedart thus located his empirical observations on the transformation of caterpillars into butterflies in the Christian tradition. As such he argued that the metamorphosis from caterpillar into butterfly was a symbol, and even proof, of Christ's resurrection. He argued "that from dead caterpillars emerge living animals; so it is equally true and miraculous, that our dead and rotten corpses will rise from the grave."[42] Swammerdam, who in 1669 had demonstrated that inside a caterpillar the rudiments of the future butterfly's limbs and wings could be discerned, attacked the mystical and religious notion that the caterpillar died and the butterfly subsequently resurrected.[43] As a militant Cartesian, Swammerdam attacked Goedart as ridiculous, and when publishing his findings he proclaimed "here we witness the digression of those who have tried to prove Resurrection of the Dead from these obviously natural and comprehensible changes within the creature itself."[44]
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Since then the metamorphoses of the caterpillar into a butterfly has in Western societies been associated with countless human transformations in folktales and literature. There is no process in the physical life of human beings that resembles this metamorphoses, and the symbol of the caterpillar tends to depict a psychic transformation of a human. As such the caterpillar has in the Christian tradition become a metaphor for being "born again".[45]
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Famously, in Lewis Carroll's Alice's Adventures in Wonderland a caterpillar asks Alice "Who are you?". When Alice comments on the caterpillar's inevitable transformation into a butterfly, the caterpillar champions the position that in spite of changes it is still possible to know something, and that Alice is the same Alice at the beginning and end of a considerable interval.[46] When the Caterpillar asks Alice to clarify a point, the child replies "I'm afraid I can't put it more clearly... for I can't but understand it myself, to begin with, and being so many different sizes in a day is very confusing". Here Carroll satirizes René Descartes, the founder of Cartesian philosophy, and his theory on innate ideas. Descartes argued that we are distracted by urgent bodily stimuli that swamp the human mind in childhood. Descartes also theorised that inherited preconceived opinions obstruct the human perception of the truth.[47]
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More recent symbolic references to caterpillars in popular media include the Mad Men season 3 episode "The Fog", in which Betty Draper has a drug-induced dream, while in labor, that she captures a caterpillar and holds it firmly in her hand.[48] In The Sopranos season 5 episode "The Test Dream", Tony Soprano dreams that Ralph Cifaretto has a caterpillar on his bald head that changes into a butterfly.
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Click left or right for a slide show.
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Caterpillar of the spurge hawk-moth, near Binn, Valais, Switzerland at c. 2 km altitude.
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Phalaenoides glycinae (Australian grapevine moth) feeding on a grapevine.
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Sphinx ligustri, the privet hawk moth caterpillar
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Caterpillar of the emperor gum moth.
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A poplar hawk-moth caterpillar (a common species of caterpillar in the UK).
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Fuzzy orange caterpillar
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Ant tending a lycaenid caterpillar.
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Caterpillar feeding on leaf
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Life cycle of the red-humped caterpillar (Schizura concinna ).
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Forest tent caterpillar (Malacosoma disstria)
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Camouflage: apparently with eight eyes, only two of them are real. Photo in a eucalyptus tree, São Paulo, Brazil
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Caterpillar of the Polyphemus moth (Antheraea polyphemus), Virginia, United States
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Caterpillars on an apple tree in Victoria, British Columbia, Canada
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Caterpillar on a leaf
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Caterpillar of Belize
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Dryas iulia
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Caterpillar of great orange tip resembling the common green vine snake (Ahaetulla nasuta)
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Prepupa of cabbage looper in its cocoon
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Locomotion of a small Geometrid caterpillar.
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Chennai (/ˈtʃɛnaɪ/ (listen), Tamil: [ˈt͡ʃenːai]), also known as Madras (/məˈdrɑːs/ (listen) or /-ˈdræs/,[10] the official name until 1996), is the capital of the Indian state of Tamil Nadu. Located on the Coromandel Coast off the Bay of Bengal, it is one of the largest cultural, economic and educational centres of south India. According to the 2011 Indian census, it is the sixth-most populous city and fourth-most populous urban agglomeration in India. The city together with the adjoining regions constitutes the Chennai Metropolitan Area, which is the 36th-largest urban area by population in the world.[11] Chennai is among the most-visited Indian cities by foreign tourists. It was ranked the 43rd-most visited city in the world for the year 2015.[12] The Quality of Living Survey rated Chennai as the safest city in India.[13] Chennai attracts 45 percent of health tourists visiting India, and 30 to 40 percent of domestic health tourists.[14] As such, it is termed "India's health capital".[15][16] Chennai has the fifth-largest urban economy of India.[9]
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Chennai had the third-largest expatriate population in India, at 35,000 in 2009, 82,790 in 2011 and estimated at over 100,000 by 2016.[17][18] Tourism-guide publisher Lonely Planet named Chennai as one of the top ten cities in the world to visit in 2015.[19] Chennai is ranked as a beta-level city in the Global Cities Index,[20] and was ranked the best city in India by India Today in the 2014 annual Indian city survey.[21][22] In 2015 Chennai was named the "hottest" city (city worth visiting and worth living in for long term) by the BBC, citing the mixture of both modern and traditional values.[23] National Geographic mentioned Chennai as the only South Asian city to feature in its 2015 "Top 10 food cities" list.[24] Chennai was also named the ninth-best cosmopolitan city in the world by Lonely Planet.[25] In October 2017, Chennai was added to the UNESCO Creative Cities Network (UCCN) list for its rich musical tradition.[26]
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The Chennai Metropolitan Area is one of the largest municipal economies of India. Chennai is nicknamed "The Detroit of India",[1] with more than one-third of India's automobile industry being based in the city. Home to the Tamil film industry, Chennai is also known as a major film production centre. Chennai is one of the 100 Indian cities to be developed as a smart city under the Smart Cities Mission.[27]
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The name Chennai is of Telugu origin.[28][29][30] It was derived from the name of a Telugu ruler, Damarla Mudirasa Chennappa Nayakudu, father of Damarla Venkatapathy Nayak, a Nayak ruler who served as a general under Venkata III of the Vijayanagar Empire from whom the British acquired the town in 1639.[31][32] The first official use of the name Chennai is said to be in a sale deed, dated August 1639, to Francis Day of the East India Company, even before[33] the Chennakesava Perumal Temple was built in 1646,[34] while some scholars argue to the contrary.[35]
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The name Madras is also of native origin, and has been shown to have been in use before the British established a presence in India.[36] A Vijayanagar-era inscription dated to the year 1367 that mentions the port of Mādarasanpattanam, along with other small ports on the east coast, was discovered in 2015 and it was theorised that the aforementioned port is the fishing port of Royapuram.[37] According to some sources, Madras is derived from Madraspattinam, a fishing village north of Fort St George.[38] However, it is uncertain whether the name was in use before the arrival of Europeans.[39] British military mapmakers believed Madras was originally Mundir-raj or Mundiraj, which was the name of a Telugu community, Mudiraj, who were the native inhabitants of the city.[40][41][42]
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There are also suggestions that it may have originated from the Portuguese phrase Mãe de Deus or Madre de Dios, which means "mother of God", due to Portuguese influence on the port city, specifically referring to a Church of St. Mary.[43]
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In 1996, the Government of Tamil Nadu officially changed the name from Madras to Chennai. At that time many Indian cities underwent a change of name.[44][45] However, the name Madras continues in occasional use for the city,[46] as well as for places named after the city such as University of Madras, IIT Madras, Madras Institute of Technology, Madras Medical College, Madras Veterinary College, Madras Christian College.
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Stone age implements have been found near Pallavaram in Chennai. According to the Archaeological Survey of India (ASI), Pallavaram was a megalithic cultural establishment, and pre-historic communities resided in the settlement.[47]
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The region around Chennai has served as an important administrative, military, and economic centre for many centuries. During the 1st century CE, a poet and weaver named Thiruvalluvar lived in the town of Mylapore (a neighbourhood of present Chennai).[48] From the 1st–12th century the region of present Tamil Nadu and parts of South India was ruled by the Cholas.[49]
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The Pallavas of Kanchi built the areas of Mahabalipuram and Pallavaram during the reign of Mahendravarman I. They also defeated several kingdoms including the Cheras, Cholas and Pandyas who ruled over the area before their arrival. Sculpted caves and paintings have been identified from that period.[50] Ancient coins dating to around 500 BC have also been unearthed from the city and its surrounding areas. A portion of these findings belonged to the Vijayanagara Empire, which ruled the region during the medieval period.[51]
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The Portuguese first arrived in 1522 and built a port called São Tomé after the Christian apostle, St. Thomas, who is believed to have preached in the area between 52 and 70 CE. In 1612, the Dutch established themselves near Pulicat, north of Chennai.[52]
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On 20 August 1639 Francis Day of the East India Company along with the Nayak of Kalahasti Damarla Chennappa Nayakudu, travelled to the Chandragiri palace for an audience with the Vijayanager Emperor Peda Venkata Raya.[53] Day was seeking to obtain a grant for land on the Coromandel coast on which the Company could build a factory and warehouse for their trading activities. He was successful in obtaining the lease of a strip of land about 10 kilometres (6 mi) long and 1.6 km (1 mi) inland in return for a yearly sum of five hundred lakh pagodas.[54][55][56] On 22 August, he secured the land grant from local Nayak (Damarla Venkatadri Nayaka and his younger brother Aiyappa Nayaka of Poonamallee).[57][58] The region was then formerly a fishing village known as "Madraspatnam".[51] A year later, the Company built Fort St. George, the first major English settlement in India,[59] which became the nucleus of the growing colonial city and urban Chennai, grew around this Fort.[60] Post independence the fort housed the Tamil Nadu Assembly until the new Secretariat building was opened in 2010, but shortly afterwards it was again moved back to Fort St. George, due to a change in the Government.[61]
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In 1746, Fort St. George and Madras were captured by the French under General La Bourdonnais, the Governor of Mauritius, who plundered the town and its outlying villages.[52] The British regained control in 1749 through the Treaty of Aix-la-Chapelle and strengthened the town's fortress wall to withstand further attacks from the French and Hyder Ali, the Sultan of Mysore.[62] They resisted a French siege attempt in 1759 under the leadership of Eyre Coote.[63] In 1769 the city was threatened by Mysore and the British were defeated by Hyder Ali, after which the Treaty of Madras ended the war.[64] By the 18th century, the British had conquered most of the region around Tamil Nadu and the northern modern–day states of Andhra Pradesh and Karnataka, establishing the Madras Presidency with Madras as the capital.[65]
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Gradually, the city grew into a major naval base and became the central administrative centre for the British in South India.[66] With the advent of railways in India in the 19th century, the thriving urban centre was connected to other important cities such as Bombay and Calcutta, promoting increased communication and trade with the hinterland.[67] Sir Arthur Lawley was Governor of Madras from 1906 to 1911 and promoted modern agriculture, industry, railways, education, the arts and more democratic governance.[68] The Governor lived in Government House, Fort St George, and had a country home at Guindy, with access to a golf course, hockey pitches, riding stables and the Guindy Horse Racing Track.[69][70] In the First World War as Red Cross Commissioner in Mesopotamia, he looked after the welfare of Indian soldiers.[71] Madras was the only Indian city to be attacked by the Central Powers during World War I,[72] when an oil depot was shelled by the German light cruiser SMS Emden on 22 September 1914, as it raided shipping lanes in the Indian Ocean, causing disruption to shipping.[73]
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After India gained its independence in 1947, the city became the capital of Madras State, which was renamed as Tamil Nadu in 1969.[74] The violent agitations of 1965 against the compulsory imposition of Hindi and in support of English in India in the state marked a major shift in the political dynamics of the city and eventually it had a big impact on the whole state. Because of Madras and its people, English now exists in India, otherwise Hindi might have been made the sole official language in India.[75] On 17 July 1996, the city known as Madras was officially renamed Chennai, in line with what was then a nationwide trend to using less Anglicised names.[76] On 26 December 2004, an Indian Ocean tsunami lashed the shores of Chennai, killing 206 people in Chennai and permanently altering the coastline.[77][78] The 2015 Chennai Floods submerged major portions of the city, killing 269 people and resulting in damages of ₹86.4 billion (US$1 billion).[79][80][81]
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Chennai is located on the south–eastern coast of India in the north–eastern part of Tamil Nadu on a flat coastal plain known as the Eastern Coastal Plains. Its average elevation is around 6.7 metres (22 ft),[82] and its highest point is 60 m (200 ft).[83] Chennai is 2,184 kilometres (1,357 mi) south of Delhi, 1,337 kilometres (831 mi) southeast of Mumbai, and 345 kilometres (214 mi) east of Bangalore by road. Two major rivers flow through Chennai, the Cooum River (or Koovam) through the centre and the Adyar River to the south. A third river, the Kortalaiyar, travels through the northern fringes of the city before draining into the Bay of Bengal, at Ennore. The estuary of this river is heavily polluted with effluents released by the industries in the region.[84] Adyar and Cooum rivers are heavily polluted with effluents and waste from domestic and commercial sources, the Coumm being so heavily polluted it is regarded as the city's eyesore.[85][86] A protected estuary on the Adyar forms a natural habitat for several species of birds and animals.[87] The Buckingham Canal, 4 km (2.5 mi) inland, runs parallel to the coast, linking the two rivers. The Otteri Nullah, an east–west stream, runs through north Chennai and meets the Buckingham Canal at Basin Bridge. Several lakes of varying size are located on the western fringes of the city. Some areas of the city have the problem of excess iron content in groundwater.[88]
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Chennai's soil is mostly clay, shale and sandstone.[89] Clay underlies most of the city, chiefly Manali, Kolathur, Maduravoyal, K. K. Nagar, Tambaram, Mudichur, Pallavaram Semmencherry, Alapakkam, Vyasarpadi and Anna Nagar. Sandy areas are found along the river banks and coasts, and include areas such as Tiruvottiyur, George Town, Madhavaram, New Washermanpet, Chepauk, Mylapore, Porur, Adyar, Besant Nagar and Uthandi. In these areas, rainwater runoff percolates quickly through the soil. Areas having hard rock surface include Guindy, Nanganallur, Pallikaranai, Alandur, Jaladampet, Velachery, Adambakkam and a part of Saidapet and Perungudi.[90][91] The ground water table in Chennai is at 4-5m below ground in most of the areas,[91] which was considerably improved and maintained through the mandatory rain water harvesting system.[92] Of the 24.87 km coastline of the city, 3.08 km experiences erosion, with sand accretion along the shoreline can be noticed at the Marina beach and the area between the Ennore Port and Kosasthalaiyar river.[93]
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Chennai is classified as being in Seismic Zone III, indicating a moderate risk of damage from earthquakes.[94] Owing to the geotectonic zone the city falls in, the city is considered a potential geothermal energy site. The crust has granite rocks indicating volcanic activities in the past. It is expected that temperatures of around 200 to 300 C° will be available if the ground were drilled 4 to 5 km deep. The region has the oldest rocks in the country dating back to nearly a billion years.[95]
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The southern stretch of Chennai's coast from Tiruvanmiyur to Neelangarai are favoured by the endangered olive ridley sea turtles to lay eggs every winter. A large number of cattle egrets, pond herons and other waterbirds can be seen in the rivers of Cooum and Adyar. About 75,000 birds migrate to Chennai every year.[96] Marshy wetlands such as Pallikaranai also play host to a number of migratory birds during the monsoon and winter.[97] Over 300 species of birds have been recorded in the city and its neighbourhood by members of Madras Naturalists' Society since its inception in 1978.
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Guindy National Park is a protected area within the city limits. Wildlife conservation and research activities take place at
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Arignar Anna Zoological Park including olive ridley sea turtle conservation.[98] Madras Crocodile Bank Trust is a herpetology research station, located 40 kilometres (25 mi) south of Chennai.[99] The city's tree cover is estimated to be around 64.06 sq km.[100] The most dominant tree species is the copper pod, followed by Indian beech and Neem. A total of 121 species of trees belonging to 94 genera and 42 families are found in the city.[100] Nearly half of the native plant species in the city's wetlands have disappeared in recent years. The city, which had 85 percent of its area covered with aquatic plants until the 1970s, now has only 25 percent of its area covered with such plants.[101]
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Chennai has three rivers and many lakes spread across the city. Urbanization has led to shrinkage of water bodies and wetlands.[102] The quantity of wetlands in the city has decreased from 650 to only 27 currently.[103] The Chennai River Restoration trust set up by the government is working on the restoration of Adyar river.[104] Environmentalist Foundation of India is a volunteering group working towards wildlife conservation and habitat restoration.[105][106]
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The encroachment of urban development on wetlands has gravely hampered the city's sustainability, and contributed both to the city's floods in 2015 and water scarcity crisis in 2019.[107]
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Chennai has a dry-summer tropical wet and dry climate (Köppen climate classification: As). The city lies on the thermal equator[108] and is also on the coast, which prevents extreme variation in seasonal temperature. The hottest part of the year is late May to early June, known regionally as Agni Nakshatram ("fire star") or as Kathiri Veyyil,[109] with maximum temperatures around 35–40 °C (95–104 °F). The coolest part of the year is January, with minimum temperatures around 19–25 °C (66–77 °F). The lowest recorded temperature was 13.9 °C (57.0 °F) on 11 December 1895 and 29 January 1905.[110] The highest recorded temperature was 45 °C (113 °F) on 31 May 2003.[110] The average annual rainfall is about 140 cm (55 in).[111]
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The city gets most of its seasonal rainfall from the north–east monsoon winds, from mid–October to mid–December. Cyclones in the Bay of Bengal sometimes hit the city. The highest annual rainfall recorded is 257 cm (101 in) in 2005.[112] Prevailing winds in Chennai are usually southwesterly between April and October[113] and north-easterly during the rest of the year. Historically, Chennai has relied on the annual rains of the monsoon season to replenish water reservoirs, as no major rivers flow through the area.[114] Chennai has a water table at 2 metres for 60 percent of the year.[115]
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The city of Chennai is located on the east coast of India, which is also known as the Coromandel Coast.
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Chennai is largely dependent on NE monsoon, since 65% of rains are received in this season. Cyclones and depressions are common features during the season. Cyclones, in particular, are especially unpredictable. They may even move towards Orissa, west Bengal, Bangladesh, and also Myanmar. The season between October and December is referred as the NE monsoon period.[121] Floods are common during this period. In 2015 Chennai received record-breaking rains since 1918, which caused massive floods.
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The entire east coast is vulnerable to cyclones during the monsoon period. For example, in 2007 a major cyclone named "Cyclone Sidr" skipped Chennai and headed towards Bangladesh. The result was a failure of NE monsoon in Chennai, that particular year. Even in the past, there has been many occasions where cyclones had a great influence on the monsoon.
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As of 2018, the city had a green cover of 14.9 percent, against the World Health Organization recommendation of 9 square meters of green cover per capita in cities. The city had a built-up area of 71 percent. Waterbodies cover an estimated 6 percent of the total area, and at least 8 percent of the area has classified as open space.[122] As of 2017, the total volume of water harvested was 339 mcft and groundwater recharge was 170 mcft.[123]
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Chennai city is governed by the Greater Chennai Corporation (formerly "Corporation of Madras"), which was established in 1688. It is the oldest surviving municipal corporation in India and the second oldest surviving corporation in the world.[124][125] In 2011, the jurisdiction of the Chennai Corporation was expanded from 174 km2 (67 sq mi) to an area of 426 km2 (164 sq mi),[126] dividing into three regions—North, South and Central, which covers 200 wards.[127][128] The corporation is headed by a mayor, an office presently occupied by Saidai Sa. Duraisamy.[129][130] The Mayor and councillors of the city are elected through a popular vote by the residents.[131] While the city limit was expanded in 2011, the revised population is yet to be officially announced.
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The Chennai Metropolitan Development Authority (CMDA) is the nodal agency responsible for planning and development of Chennai Metropolitan Area, which is spread over an area of 1,189 km2 (459 sq mi),[132] covering the Chennai district and parts of Tiruvallur, Kanchipuram and Chengalpattu districts. The larger suburbs are governed by town municipalities and the smaller ones are governed by town councils called panchayats. Under the gamut of the CMDA are 5 parliamentary and 28 assembly constituencies.[133][134] The CMDA has drafted an additional Master Plan that aims to develop satellite townships around the city. The city's contiguous satellite towns include Mahabalipuram in the south, Chengalpattu and Maraimalai Nagar in the southwest, and Sriperumpudur, Arakkonam, Kanchipuram and Tiruvallur to the west.[135]
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Chennai, as the capital of the state of Tamil Nadu, houses the state executive and legislative headquarters primarily in the Secretariat Buildings in the Fort St George campus. The Madras High Court, is the highest judicial authority in the state, whose jurisdiction extends across Tamil Nadu and Puducherry.[136] Chennai has three parliamentary constituencies—Chennai North, Chennai Central and Chennai South—and elects 24 Members of the Legislative Assembly (MLAs) to the state legislature.[137]
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The Greater Chennai Police is the main law enforcement agency in the city, with a jurisdiction of over 745 km2 (288 sq mi) catering to over 8.5 million people. It consists of 121 police stations and is headed by a commissioner of police. The Greater Chennai Police is a division of the Tamil Nadu Police, and the administrative control lies with the Tamil Nadu Home Ministry.[138] Chennai City Traffic Police (CCTP) is responsible for the traffic management in the city. The metropolitan suburbs are policed by the Chennai Metropolitan Police, headed by the Chennai Police Commissionerate, and the outer district areas of the CMDA are policed by the Kanchipuram and Thiruvallur police departments.[139][140][141]
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As of 2011[update] (prior to the expansion of Chennai Corporation area), Chennai city has a sanctioned strength of 14,000 police personnel. With a population density of 26,903 persons per square kilometre, the city had 1 policeman for every 413 people. The Chennai suburban police had about 4,093 police personnel and a ratio of 1:1,222.[142] In 2010, the crime rate in the city was 169.2 per 100,000 people, as against an average of 341.9 in the 35 major cities of India.[143] In 2011, North Chennai zone had 30 police stations and 3 police out posts, Central Chennai zone had 28 police stations and 3 police out posts, and South Chennai zone had 30 police stations.[144]
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In 2009, Madras Central Prison, one of the oldest prisons in India, built over 11 acres (4 ha) of land, was demolished; the prisoners were moved to Puzhal Central Prison.[145]
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Since the 19th century, when Western scholars proposed that Dravidian languages, which dominated the southern region of India, formed a different linguistic group to that of the Indo-Aryan languages that are predominant in the north of the subcontinent, the aspects of Tamil nationalism gained prominence. This resulted in the Anti-Hindi agitations in the city and across the state. However, the post-Independence re-organisation of Indian states according to linguistic and ethnic basis has moderated Tamil nationalism, especially the demand for separation from the Indian Union. The Anti-Hindi agitations in mid-1960s made the DMK more popular and more powerful political force in the state. The agitations of the 1960s played a crucial role in the defeat of the Tamil Nadu Congress party in the 1967 elections and the continuing dominance of Dravidian parties in Tamil Nadu politics.[146]
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Being the capital of the Madras Province that covered a vast area of the Deccan region, Chennai remained the centre of politics in the southern region of India during the British colonial era. After Independence, it remained the centre of political activities of the state of Tamil Nadu. Chennai is the birthplace of the idea of the Indian National Congress, commonly known as the Congress Party. Founded by Indian and British members of the Theosophical Society movement, most notably A.O. Hume,[147] the idea was originally conceived in a private meeting of 17 men after a Theosophical Convention held in the city in December 1884.[148] During the first 50 years of the Indian National Congress, the city played host to its conferences seven times in 1887, 1894, 1898, 1903, 1908, 1914 and 1927, becoming one of the strong bases for the Indian independence movement. After independence, the city hosted the Congress in 1955 in its suburb of Avadi.[149]
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Chennai is also the birthplace of several regional political movements since the British era. South Indian Welfare Association, one of the earliest regional parties, was founded in 1916, which later came to be known as the Justice Party, which was the main opposition party to the Indian National Congress in the state.[150][151] In 1944, the party was renamed Dravidar Kazhagam (DK) by E. V. Ramasami (popularly known as 'Periyar'). The party was a non-political party that demanded the establishment of an independent state called Dravida Nadu.[152] However, due to the differences between its two leaders Periyar and C. N. Annadurai, the party was split. Annadurai left the party to form the Dravida Munnetra Kazhagam (DMK). The DMK decided to enter into politics in 1956.
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The city's water supply and sewage treatment are managed by the Chennai MetroWater Supply and Sewage Board. Water is drawn from Red Hills Lake and Chembarambakkam Lake, the primary water reservoirs of the city,[153] and treated at water treatment plants located at Kilpauk, Puzhal, Chembarambakkam[154] and supplied to the city through 27 water distribution stations.[155] The city receives 530 million liters per day (mld) of water from Krishna River through Telugu Ganga project, 180 mld of water from the Veeranam lake project[154] and 100 mld of water from the Minjur desalination plant, the country's largest sea water desalination plant.[156][157][158] However, Chennai is predicted to face a huge deficit of 713 mld in 2026 as the demand is projected at 2,248 mld and supply estimated at only 1,535 mld.[159] The city's sewer system was designed in 1910, with some modifications in 1958.[160] There are 714 public toilets in the city managed by the city corporation,[161] and 2,000 more have been planned by the corporation.[162] The corporation also owns 52 community halls across the city.[163]
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The Corporation of Chennai provides civic services to the city. Garbage collection in some of the wards is contracted to Ramky Enviro Engineers Limited, a private company,[164] while the Corporation looks after the removal and processing of solid waste in the others,[165] with a superintendent engineer managing the channels. As of 2011[update], eight transfer stations exist within the city for treating the waste.[166] Garbage is dumped in two dump-yards in the city—One in Kodungaiyur and another in Pallikaranai, with a major portion of the latter covering the Pallikaranai marshland.[167] In market areas, the conservancy work is done during the night.[168] Electricity is distributed by the Tamil Nadu Electricity Board.[169] Fire services are handled by the Tamil Nadu Fire and Rescue Services.[170] The city, along with the suburbs, has 33 operating fire stations.[171]
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The Chennai City region has 568 post offices, of which nearly 460 operate from rented premises.[172]
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With the history of many neighbourhoods of the city such as Mylapore, Triplicane, and Tiruvanmiyur antedating that of the city, the architecture of Chennai ranges in a wide chronology. The oldest buildings in the city dates from the 7th and 8th centuries CE, which include the Kapaleeshwarar Temple in Mylapore and the Parthasarathy Temple in Triplicane, built in the Dravidian architecture. This architecture includes various styles, such as those of the Pallavas, the Cholas, and the Vijayanagara empires. The associated Agraharam architecture, which consists of traditional row houses surrounding a temple, can still be seen in these areas.[173][174] The heritage temples at Mamallapuram at the outskirts of the city are some of the examples of the Pallava architecture. Chennai ranks second to Kolkata of Indian heritage buildings.[175]
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With the advent of the Mugals and the British, the city saw a rise in a blend of Hindu, Islamic and Gothic revival styles, resulting in the distinct Indo-Saracenic style.[176] The architecture for several early institutions such as banking and commerce, railways, press and education, chiefly through the colonial rule, followed the earlier directions of the Neo-Classical and the Indo-Saracenic.[177] The Chepauk Palace in the city, designed by Paul Benfield, is said to be the first Indo-Saracenic building in India.[178] Since then, many of the colonial-era buildings in the city were designed in this style of architecture, which is most apparent around the Fort St. George built in 1640. Most of these were designed by English architects Robert Fellowes Chisholm and Henry Irwin. The best examples of this style include the Madras High Court (built in 1892), Southern Railway headquarters, Ripon Building, Government Museum, Senate House of the University of Madras, Amir Mahal, Bharat Insurance Building, Victoria Public Hall and the College of Engineering.[179] The Triumph of Labour, also known as the Labour statue, at the Marina Beach is an important landmark of Chennai.[180]
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The construction of the National Art Gallery in Madras was completed in 1909. The new building, with a stunning façade, was built of pink sandstone brought from Sathyavedu, and formed part of the Madras Museum campus. It was opened, on 23 January 1909, by the Governor of Fort St. George, Sir Arthur Lawley, and called the Victoria Memorial Hall after the Queen-Empress Victoria.[181][182][183] The residential architecture in the city was based on the bungalow or the continuous row house prototypes.[177] Gothic revival style buildings include the Chennai Central and Chennai Egmore railway stations. The Santhome Church, which was originally built by the Portuguese in 1523 and is believed to house the remains of the apostle St. Thomas, was rebuilt in 1893 in neo-Gothic style.[184]
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By the early 20th century, the art deco too made its entry upon the city's urban landscape. From the 1930s onwards, many buildings in George Town were built in this style, including the United India building (presently housing LIC) and the Burma Shell building (presently the Chennai House), both built in the 1930s, and the Dare House, built in 1940. Other examples include the Bombay Mutual building (presently housing LIC) and the South Indian Chamber of Commerce building.[177]
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After Independence, the city witnessed a rise in the Modernism style of architecture.[177] The completion of the LIC Building in 1959, the tallest building in the country at that time,[185] marked the transition from lime-and-brick construction to concrete columns in the region.[186] The presence of the weather radar at the Chennai Port, however, prohibited the construction of buildings taller than 60 m around a radius of 10 km for several decades that followed.[187] In addition, the floor-area ratio (FAR) in the central business district is also 1.5, much less than that of smaller cities of the country. This resulted in the city expanding horizontally, unlike other metropolitan cities where vertical growth is prominent. On the contrary, the peripheral regions, especially on the southern and south-western sides, are experiencing vertical growth with the construction of buildings up to 60 floors.
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A resident of Chennai is called a Chennaite.[195][196][197] According to 2011 census, the city had a population of 4,646,732, within the area administered by the Municipal Corporation;[198] that had 11 lakh households, with 51% of them living in rented houses.[199] The city's limits were expanded later in 2011 and its population reached 7,088,000[6] with Chennai Municipal Corporation being renamed as Greater Chennai Corporation.[6]
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As of 2019, 712,000 families live below poverty line, which is about 40 percent of the 1.788 million families in the city.[200]
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Tamils form the majority of Chennai's population. English is spoken largely by white-collar workers,[201] often mixed into Tamil.[202] In 2001, out of the 2,937,000 migrants (33.8% of its population) in the city, 61.5% were from other parts of the state, 33.8% were from rest of India and 3.7% were from outside the country.[203] As per the 2001 census, the number of speakers mother tongue wise are as follows, Tamil is spoken by 3,424,107 (78.8%), followed by Telugu by 419,209 (9.7%), Urdu by 180,245 (4.1%), Malayalam by 113,828 (2.6%), Hindi by 104,084 (2.4%), and Kannada by 22,250 (0.5%).[204] Korean, Japanese, French, Mandarin Chinese, Russian, German and Spanish are some of the languages spoken by the 250,000 foreign expatriates residing in the city.[205][206][207][208][209]
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Chennai, along with Bengaluru, Mumbai and Delhi, is one of the few Indian cities that are home to a diverse population of ethno-religious communities.[211] Minorities include Telugus, Marwaris, Gujaratis, Parsis,[212][213] Sindhis,[214][215] Odias,[216] Goans,[217] Kannadigas,[218] Anglo-Indians,[219] Bengalis,[220] Punjabi,[221] and Malayalees. As per the religious census of 2011, Chennai's population was 80.73% Hindu, 9.45% Muslim, 7.72% Christian, 1.11% Jain, 0.06% Sikh, 0.06% Buddhist, <0.04% followed other religions and 0.83% followed no religion or did not indicate any religious preference.[210]
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In a 2013 survey titled 'Emerging trends in real estate in Asia Pacific 2014', Chennai emerged in the top 25 real estate destinations list in the Asia Pacific region. The city ranked 22nd in the list.[222] There are about 1,240 slums in Chennai home to about 900,000 people.[223]
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Per 2011 census, there are 1.1 million households in the city and the residential housing stock available is 1,150,000 – a surplus of about 50,000 houses. About 43,700 of them are kept vacant. In the suburbs of Chennai located in Tiruvallur and Kancheepuram districts, the figures of vacant houses 56,000 and 71,000, respectively. Of the existing housing stock in the city, about 200,000 houses are not in good condition, necessitating either to rebuild or build new units. About 26,000 households live in houses without any room and another 427,000 families (with an average size of five members) live in small dwelling units with only one room. An earlier estimate shows that there is a need to generate about 420,000 units for low-income groups by 2016.[224]
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As of 2012[update], an estimated population of 11,116 (0.16 percent) were homeless. Per Supreme Court guidelines, the city needs 65 shelters for the homeless. However, it has only 15, of which eight are functioning and two are under renovation.[225]
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As of 2017, there are more than 2.2 million households, with 40 percent of the residents not owning a house.[226]
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Chennai is home to many museums, galleries, and other institutions, many of which are free of admission charges and are major tourist attractions as well as playing a research role.[227] The city also has one of the oldest museums and art galleries in the country – Government Museum, Chennai and The National Art Gallery (Chennai),[228] established in the early 18th century.[229]
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The city also hosts two art festivals annually. The "Fort Museum" inside the premises of Fort St. George is an important museum having a noteworthy collection of objects of the British era in its collection.[230] The museum is managed by the Archaeological Survey of India and has in its possession, the first Flag of India hoisted at Fort St George after the declaration of India's Independence on 15 August 1947.[231]
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Chennai is a major centre for music, art and culture in India.[232] The city is known for its classical dance shows. In 1930, for the first time in India, Madras University introduced a course of music, as part of the Bachelor of Arts curriculum.[233] The Madras Music Season, initiated by Madras Music Academy in 1927, is celebrated every year during the month of December.[234] It features performances of traditional Carnatic music by many artists in and around the city.[235] The main folk music in Chennai is Gaana, a combination of various folk musics sung mainly sung in the working-class area of North Chennai.[236]
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An arts festival called the Chennai Sangamam, which showcases not only various art of Tamil Nadu, but also from the neighbouring states, like kalari (from Kerala), which is a major attraction, is held in January every year. The Speciality of Chennai Sangamam is that the various programmes are held near or at the various famous landmarks in the city so that everyone in the city has access to the programmes and there is no fee charged for entry for any of the programmes.[237] Pookolam, a form of art that uses coloured flour to create patterns and designs, comes from Kerala, but can be seen in abundance at the time of Onam.[238]
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The city has a diverse theatre scene and is one of the important centres for Bharata Natyam, a classical dance form that originated in Tamil Nadu and is the oldest dance of India.[239] An important cultural centre for Bharata Natyam is Kalakshetra, on the beach in the south of the city.[240] In 2012, a group of five Bharatha Natyam dancers from Chennai performed at the India Campaign during the 2012 Summer Olympics.[241]
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Chennai has been featured in UNESCO Creative Cities Network (UCCN) list since October 2017 for its century-old musical tradition.[26] Chennai is also home to some choirs, who during the Christmas season stage various carol performances across the city in Tamil and English.[242][243]
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Chennai is divided into four broad regions: North, Central, South, and West. North Chennai is primarily an industrial area. South Chennai and West Chennai, previously mostly residential, are fast becoming commercial, home to a growing number of information technology firms, financial companies and call centres. The city is expanding quickly along the Old Mahabalipuram Road and the Grand Southern Trunk Road (GST Road) in the south and towards Ambattur, Koyambedu and Sriperumbdur in the west.[244] Central Chennai comprises residential elements, but is primarily home to the downtown area, and surrounding areas, the most visited by travellers to the city. The financial district is also located here.[245]
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Recent estimates of the economy of the entire Chennai Metropolitan Area range from $78.6 to $86 billion (PPP GDP), ranking it from fourth- to sixth-most productive metro area of India.[9] Chennai has a broad industrial base in the automobile, computer, technology, hardware manufacturing and healthcare sectors. As of 2012[update], the city is India's second-largest exporter of information technology (IT) and business process outsourcing (BPO) services.[246][247] A major part of India's automobile industry is located in and around the city thus earning it the nickname "Detroit of India".[1][248][249][250] It is known as the Cultural Capital of South India [251] and is the third-most visited city in India by international tourists according to Euromonitor.[12] The city also serves as the location of the Madras Stock Exchange, India's fourth stock exchange, one of four permanently recognised by SEBI, and India's third-largest by trading volume, ranked behind the Bombay Stock Exchange and the National Stock Exchange of India.[252]
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Industrialisation in the city dates back to the 16th century, when textile mills manufactured goods which were exported to British during its war with France. According to Forbes magazine, Chennai is one of the fastest-growing cities in the world and is ranked among the "Forbes-Top 10 Fastest Growing Cities in the World".[253] It is ranked 4th in hosting the maximum number of Fortune 500 companies of India, next only to Mumbai, Delhi and Kolkata. It also is home to 24 Indian companies having a net worth of more than US$1 billion. As of 2012[update], the city has about 34,260 identified companies in its 15 zones, of which 5,196 companies have a paid-up the capital of over ₹ 50 lakh.[254]
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Chennai has a diversified economic base anchored by the automobile, software services, hardware manufacturing, health care and financial services industries.[246] According to the Confederation of Indian Industry, Chennai is estimated to grow to a US$100 billion economy, 2.5 times its present size, by the year 2025.[255] As of 2012[update], with ₹ 1 lakh crore investment in the pipeline over 5 years, the city is poised for major industrial investment.[256] Chennai is classified as a global city by GaWC, with a ranking of Beta[257] based on the extent of global reach and financial influence.[258] It is estimated that about 400 financial industry businesses are headquartered in the city,[259] half of which are located in the areas of Mylapore, R. A. Puram, Nungambakkam and T. Nagar.[260]
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The city is base to around 40 percent of India's automobile industry and 45 percent of auto components industry.[261] A large number of automotive companies including Royal enfield, Hyundai, Renault, Robert Bosch, Nissan Motors, Ashok Leyland, Yamaha Motor, Daimler AG, Caterpillar Inc., Komatsu Limited, BharatBenz, Ford, BMW and Mitsubishi have manufacturing plants in Chennai.[262] The Heavy Vehicles Factory at Avadi produces military vehicles, including India's main battle tank: Arjun MBT.[263] The Integral Coach Factory manufactures railway coaches and other rolling stock for Indian Railways.[264] The Ambattur–Padi industrial zone houses many textile manufacturers, and a special economic zone (SEZ) for apparel and footwear manufacturing has been set up in the southern suburbs of the city.[265] Chennai contributes more than 50 percent of India's leather exports.[266]
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Many software and software services companies have development centres in Chennai, which contributed 14 percent of India's total software exports of ₹ 14,42,140 lakh during 2006–07, making it the second largest Indian city software exporter following Bangalore.[246] The Tidel Park in Chennai was billed as Asia's largest IT park when it was built.[267][268] Major software companies have their offices set up here, with some of them making Chennai their largest base.[247]
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Prominent financial institutions, including the World Bank, Standard Chartered Bank, ABN AMRO, Bank of America, The Royal Bank of Scotland, Goldman Sachs, Barclays, HSBC, ING Group, Allianz, Sumitomo Mitsui Banking Corporation, The Bank of Tokyo-Mitsubishi UFJ, Abu Dhabi Commercial Bank, Asian Development Bank, Credit Suisse, BNP Paribas Fortis, Irevna, Deutsche Bank and Citibank have back office and development centre operations in the city.[269] Chennai is home to the national level commercial banks Indian Bank[270] and Indian Overseas Bank[271][272] and many state level co–operative banks, finance and insurance companies. Telecom and Electronics manufacturers based in and around Chennai include Samsung, Nokia Siemens, Motorola, Lenovo, Dell, Force10, Wipro, Flextronics and Siemens among others. Chennai is currently the largest electronics hardware exporter in India, accounting for 45% of the total exports in 2010–11.[273] Telecom giants Ericsson and Alcatel-Lucent, pharmaceuticals giant Pfizer and chemicals giant Dow Chemicals have research and development facilities in Chennai. The TICEL bio–tech park at Taramani[274] and Golden Jubilee bio–tech park at Siruseri[275] houses biotechnology companies and laboratories. Chennai has a stock exchange called the Madras Stock Exchange.[276][277]
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A study conducted by the National Housing Bank on the residential price index of Indian cities showed that Chennai experienced the highest growth after the financial crisis of 2007–2008.[278] Medical tourism is an important part of Chennai's economy with 45 percent of total medical tourists to India making to Chennai.[279] The Tamil film industry[280] and the Tamil television industry are also significant parts of Chennai's economy. The city also has a permanent exhibition complex in Nandambakkam called the Chennai Trade Centre.[281] It hosted the Tamil Nadu Global Investors Meet in 2019 which was a business summit organised by the Government of Tamil Nadu.[282] With 385 ultra-rich living in the city as of 2013, Chennai is positioned in the sixth place among Indian cities that are home to the country's super-rich.[283] The city is the third largest market in India for luxury cars.[284]
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The Reserve Bank of India ranked Chennai as third-largest deposit centre and third-largest credit centre nationwide as of June 2012. Prior to the advent of modern commercial banks, the banking services in the city were offered to the public by Nattukottai Chettiars or Nagarathars, chiefly in and around the neighbourhood of George Town, who offered loans as well as accepted money deposits from the public, in addition to offering loans to the agricultural labourers. Even today, many of the banking offices are housed in heritage structures belonging to the colonial era that are chiefly clustered around Rajaji road in George Town.[285] Chennai is home to the first European-style banking system in India with the establishment of the 'Madras Bank' on 21 June 1683, almost a century before the establishment of the first commercial banks, such as the Bank of Hindustan and the General Bank of India, which were established in 1770 and 1786, respectively.[286] Upon the recommendation of the British Finance Committee on the formation of a government bank, the Madras Bank, then known as the 'Government Bank', started functioning again from 1806. In 1843, the bank merged with the Carnatic Bank (1788), the British Bank of Madras (1795) and the Asiatic Bank (1804) and became the Bank of Madras, which was one of the three Presidency banks of India, the other two being the Bank of Bengal and the Bank of Bombay. In 1921, the three Presidency banks merged to form the Imperial Bank of India, which later became the State Bank of India in 1955.[287]
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Chennai is the headquarters of the Indian Bank, the Indian Overseas Bank and the erstwhile Bharat Overseas Bank, which merged with the Indian Overseas Bank in 2007.[288] The city is home to the south zonal office of the Reserve Bank of India, the country's central bank, along with its zonal training centre and Reserve Bank Staff College, one of the two colleges of the bank.[289] The city also houses the permanent back office of the World Bank, which is one of the largest buildings owned by the bank outside its headquarters in Washington, DC.[290] The Chennai office handles corporate financial, accounting, administrative and IT services of the bank, in addition to several value-added operations of the bank that were earlier handled only in its Washington, DC office, including the bank's analytical work in bond valuation which is estimated to be US$100 billion.[291] Several foreign banks have established their branches in the city. The first Sri Lankan Bank in India was established when the Bank of Ceylon opened its branch in Madras on 31 October 1995.[292]
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As of 2019, the city corporation maintains about 471 bus route roads and 33,0000 interior roads.[293]
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Chennai is one of four Indian cities connected to the rest of the world by undersea fibre-optic cables, the other three being Mumbai, Kochi, and Tuticorin. The city is the landing point of major submarine telecommunication cable networks such as SMW4 (connecting India with Western Europe, Middle East and Southeast Asia), i2i (connecting India with Singapore), TIC (connecting India with Singapore), and BRICS (connecting India with Brazil, Russia, China and South Africa). The 3,175-km-long, 8-fiber-paired i2i has the world's largest design capacity of 8.4 terabits per second.[294][295][296][297] Work to lay a 2,300-km undersea optical submarine cable connecting Andaman and Nicobar Islands to mainland India through Chennai, carrying 100 Gb/sec optical waves, is slated to begin in December 2019 and completed by March 2020. It will connect Port Blair and the islands of Havelock, Little Andaman (Hutbay), Car Nicobar, Kamorta, Great Nicobar, Long Island and Rangat with Indian mainland.[298]
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As of 2013[update], eight mobile phone service companies operate seven GSM networks including Airtel, Aircel, BSNL, Vodafone, Tata Docomo GSM, Idea, Reliance GSM and three CDMA networks including MTS, Relaince CDMA, Tata Docomo CDMA in the city. 2G Mobile internet connections are provided by all the operators and 4G, 3G mobile broadband are provided by few operators in the city. There are four land line companies [299][300] providing Commercial and domestic broadband Internet services. Chennai was the first Indian city to deploy Wi-Fi internet access in a widespread manner.[301] As of 2010[update], there were 9.8 million mobile phone users in Chennai.[302] In 2010, Chennai had the fourth highest number of active Internet users in India, with 2.2 million users.[303] As of 2018, the city topped in broadband speed among Indian cities, with a recorded download speed of 32.67 Mbit/s.[304]
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Major power plants in the city include North Chennai Thermal Power Station, GMR Vasavi Diesel Power Plant, Ennore Thermal Power Station, Basin Bridge Gas Turbine Power Station, Madras Atomic Power Station and Vallur Thermal Power Project. According to the Tamil Nadu Generation and Distribution Corporation Limited (TANGEDCO), as of 2013[update], the city consumes about 20 percent of the electricity in the state of Tamil Nadu. The peak evening demand of the city is 1,500 MW which is about 50 percent of the state's peak evening demand of 3,000 megawatt. This includes 37 percent consumption by the industrial sector, 30 percent by the domestic sector, 18 percent by the agricultural sector, and 11.5 percent by the commercial sector. The peak power consumption is for four months between May and August, with the city consuming the highest during June because it is when the summer peaks. On 20 June 2013, the city consumed the highest of 52,785 MU.[305]
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As of 2014[update], the city consumes around 3.83 crore units of power a day or 1,400 crore units annually. Hourly consumption of power in the city is about 2,000 to 3,000 MW.[306] Availability of power in the city has become a concern in recent years due to increasing demand and slow paced addition of power plants, due to which scheduled power cuts have become increasingly common. However, this situation was eradicated by the end of 2014.[307][308] As of 2016[update], the total electricity consumption by the street lamps in the city is 27 MW, costing about ₹ 60,000,000 per month.[309] The 426 sq km of the city has over 248,000 streetlights, including 88,000 in the newly expanded areas.[310]
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Chennai has world-class medical facilities, including both government-run and private hospitals. The government-aided hospitals include General Hospital, Adyar Cancer Institute, TB Sanatorium, and National Institute of Siddha. The National Institute of Siddha is one of the seven apex national-level educational institutions that promote excellence in Indian system of medicine and Ayurveda.[311] Major hospitals in Chennai include Apollo Hospitals, Apollo Speciality Hospital, SRM Medical College Hospital and Research Centre, Chettinad Health City, MIOT Hospitals, Sri Ramachandra Medical College and Research Institute, Fortis Malar Hospital, Lifeline Hospitals, Vasan Healthcare, Dr Mehta Hospitals, Global Hospitals & Health City, Sankara Nethralaya and Vijaya Medical & Educational Trust.[312] Chennai attracts about 45 percent of health tourists from abroad and 30 percent to 40 percent of domestic health tourists. The city has been termed India's health capital.[313][314][315]
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The city has more than 12,500 beds in its hospitals,[316] including about 5,000 in multi-specialty hospitals in the private sector and over 6,000 beds in the public sector.[317] This works to 2.1 beds per 1,000 population against the national average of less than one bed per 1,000 population and the World Health Organization's norms of three beds per 1,000 persons, higher than any other city in the country.
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The city generates 4,500 tonnes of garbage every day of which 429 tonnes are plastic waste.[318] The city has three dumpyards, one each at Perungudi, Kodungaiyur, and Pallikaranai. The corporation has planned to close these yards and create four new dumpyards at Malaipattu, Minjur, Vallur and Kuthambakkam villages, ranging in size from 20 acres (8 ha) to 100 acres (40 ha).[319][320] The civic body also spends ₹ 400 crore a year on solid-waste management.[321]
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With temples, beaches and centres of historical and cultural significance, including the UNESCO Heritage Site of Mahabalipuram, Chennai is one of the most-visited cities in India. The city serves as the gateway to the southern part of India with tourists landing in the city and then visiting the rest of the region. Chennai was the most-visited Indian city by foreign tourists in 2009 and issued the third-highest number of visas on arrival in 2014.[322][323] In 2011, Chennai was ranked the 41st-most visited city, with 3,174,500 tourists, a 14 percent increase from 2010.[324] About 830,620 domestic tourists arrived in Chennai in March 2011.[313] Chennai's leading tourist countries-of-origin are Sri Lanka, Malaysia, Singapore, the United Kingdom, France and the United States. In 2015, the city received 4,243,700 foreign tourists, making it the third-most-visited city in India after Delhi and Mumbai and 43rd-most visited city in the world by foreign tourists.[12] As of 2012[update], the city had 21 luxury hotels in the five-star category, with over 4,500 rooms in the inventory.[325]
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Chennai is the base for Tamil cinema, sometimes nicknamed as Kollywood, alluding to the neighbourhood of Kodambakkam where a number of film studios are located. Many film personalities have gone on to become politicians including C. N. Annadurai, M. Karunanidhi, M. G. Ramachandran and Jayalalithaa.[326] Chennai hosts major film studios, including AVM Productions, the oldest surviving studio in India.[327] As of 2012[update], there are 120 cinema screens and multiplexes. Major multiplexes include Sathyam Cinemas, Escape cinemas, Devi, Abirami complex and Mayajaal.[328] Chennai's expansive theatre network stages many Tamil plays of many genres: political satire, slapstick comedy, history, mythology and drama.[329][330][331] English plays are popular in the city, along with the more common Tamil-language plays.[332]
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The zoo, beaches and wildlife parks form the primary recreation areas of the city. Chennai has a 19+ km coastline. Marina Beach spans 6 km (3.7 mi) between the deltas of Cooum and Adyar, and is the second-longest urban beach in the world.[333] Elliot's Beach lies south of the Adyar delta. Covelong Beach lies along the Coromandal Coast.[334] Madras Crocodile Bank Trust is a reptile zoo located 40 kilometres (25 mi) south of the city covering an area of 8.5 acres (3.4 ha) and had over 450,000 visitors in 2007. The center has one of the world's largest collections of reptiles and has bred 14 of the 23 existing species of crocodiles and alligators.[335] The Arignar Anna Zoological Park, one of the largest zoological parks in the world, annually attracts nearly 2 million visitors.[336] The city boasts two popular beaches, the Marina and Elliot's. Guindy National Park, a protected area of Tamil Nadu, has a children's park and a snake park, which gained statutory recognition as a medium zoo from the Central Zoo Authority of India in 1995. Chennai is one of the few cities in the world to accommodate a national park, the Guindy National Park, within its limits.[337] An estimated 4.5 percent of the city's area is under green cover.[338] This enables birding. The seven zones of the old corporation limits have about 260 parks, many of which suffer poor maintenance.[339] The city has a per capita park space of 0.41 sq m, which is the least among all metros in India.[339] The eight zones in the newly added areas of the city have about 265 locations that have been identified for development of new parks.[340] The largest park is the 358-acre Tholkappia Poonga, developed to restore the fragile ecosystem of the Adyar estuary.[341] The horticulture department-owned Semmozhi Poonga is a 20-acre downtown botanical garden.[342]
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Chennai houses several theme parks, namely MGM Dizzee World and Queen's Land.[343][344] However, several fatal accidents have occurred in the theme parks.[345] Wonderla plans to open an amusement park in 2017.[346] Other important recreation centres include Madras Boat Club, which is over 140 years old, and Gymkhana Club, which is famous for its 18-hole golf courses. Built in 1867, Madras Boat Club is the second-oldest surviving Indian rowing club.[347]
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Chennai is home to several malls, due to its status as an IT hub.[348][349][350] Major ones include Express Avenue (EA), Citi Centre, Abirami mega mall, Spencer Plaza, Ampa Skywalk, Phoenix Market City and Forum Vijaya Mall.[351] Chennai is an important gold market in India contributing to 45 percent of the 800-tonne annual national gold uptake.[352] The city is also the base to the World Gold Council's India operations. The city's retail industry is majorly concentrated in T. Nagar which accounts for major share jewellery and clothes sold in Chennai.[352] According to the 2012 report by property consultant Cushman & Wakefield, Main Streets Across the World, Khader Nawaz Khan Road at Nungambakkam ranked 10th position in the list of 'Top 10 Global Highest Retail Rental Growth Markets 2012', with 36.7 percent jump in rents.[353]
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The Chennai International Airport is the fourth-busiest in India in terms of passenger traffic behind New Delhi, Mumbai and Bengaluru. It handled about 15.2 million passengers in 2013–2014;[66][354][355] in terms of international passengers, Chennai is the third-busiest airport behind Indira Gandhi International Airport, Delhi, and Chatrapati Shivaji International Airport, Mumbai.[356] Chennai handles 400 flights a day, again placing it fourth among Indian airports. The city is connected to major hubs across Asia, Europe, Middle East and Africa through more than 30 national and international carriers.[357]
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The existing airport is undergoing modernisation and expansion with an addition of 1,069.99 acres (433.01 ha), while a new greenfield airport is to be constructed at an estimated cost of ₹ 2,000 crore in Sriperumbudur on 4,200 acres (17 km2) of land.[358] The new airport is said to be likely to handle cargo spillover traffic from the existing one.[359]
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Chennai hosts the headquarters of the Southern Railway. The city has four main railway terminals. Chennai Central, Chennai Egmore, Chennai Beach and Tambaram. Chennai Central station, the city's largest, provides nationwide access,[360] whereas Chennai Egmore provides access to destinations primarily within Tamil Nadu; however, it also handles a few inter–state trains. A fifth terminal has been proposed to decongest Chennai Central.[361] The Chennai suburban railway network, one of the oldest in the country, facilitates transportation within the city. It consists of four broad-gauge sectors terminating at two locations in the city, namely Chennai Central and Chennai Beach. While three sectors are operated on-grade, the fourth sector is primarily an elevated corridor, linking Chennai Beach to Velachery and is connected with the rest of the rail network.
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Chennai Metro is a rapid-transit system serving the city and was partially commenced on 29 June 2015. To improve the city's public transportation system and prepare the city for the future commuting needs, the Chennai Metro was planned and approved by the state cabinet during 2007 for which construction began on 2009.[362] Phase I of the Chennai Metro network consists of the Blue Line and the Green Line covering a length of 45.1 kilometres (28.0 mi) consisting of 40 stations with Alandur and Chennai Central serving as interchanges. 55% of the corridors in Phase I are underground and the rest are elevated. The first stretch of Phase I, covering seven stations from Koyambedu to Alandur over a distance of 10 kilometres (6.2 mi), began operation on 29 June 2015. As of March 2019, the entire Phase 1 stretching from Chennai Central to Alandur on the Green line and Washermanpet to Chennai International Airport on Blue line are commercially operational, bringing the total operational network over 45 km. With this, the entirety of Phase I is operational. In December 2016, it was announced by Chennai Metro Rail Limited (CMRL) that Phase-2 of Chennai Metro is set to be for a length of 104 km consisting of 104 stations which was subject to approval from the State and Central governments. The Phase 2 was subsequently approved in late 2018, with certain provisos, and soil testing for the various stations are in full swing with construction set to begin in late 2019/ early 2020.[363] As of April 2019 ridership has risen considerably to around 100,000 daily commuters, post the inaugural of the entire Phase I.[364] Phase I-A, which is an extension of the Blue line from Washermanpet to Thiruvottiyur is expected to be inaugurated by June 2020.[365]
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Chennai is connected by the Golden Quadrilateral system of National Highways.[366] It is connected to other Indian cities by four major National Highways (NH) that originate in the city. They are NH 4 to Mumbai (via Bangalore and Pune), NH 5 to Kolkata (linked via NH 6) (via Visakhapatnam and Bhubaneswar), NH 45 to Theni (via Villupuram, Tiruchirapalli and Dindigul) and NH 205 to Madanapalle (via Tirupati). Chennai is connected to other parts of the state and the Union Territory of Puducherry by state highways.[367]
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The government has constructed grade separators and flyovers at major intersections, and built Inner Ring Road and Outer Ring Road.[368][369] The Gemini flyover, built in 1973, crosses over the arterial road, and eases the traffic movements towards Anna Salai and towards the Kathipara Flyover.[368][369] As of 2011[update], according to the Transport Department, there were 25.8 lakh two–wheelers and 5.6 lakh four–wheelers in the city, and the Metropolitan Transport Corporation (MTC) bus fleet were 3,421, equaling 0.1% of all vehicles in the city.[370]
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When opened, the Chennai Mofussil Bus Terminus (CMBT) was the largest bus station in Asia.[371] It is the main intercity bus station of Chennai,[372] administered by seven government-owned transport corporations, which operate intercity and interstate bus services. There are many private bus companies. The MTC provides an exclusive intracity bus service, consisting of 3,421 buses on 724 routes, which provides transportation to 55.2 lakh passengers daily.[368][373] The Tamil Nadu State Transport Corporation operates Volvo air-conditioned services from Chennai to nearby Pondicherry, Vellore, Hosur and Trichy.[374]
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The other means of road transport in the city include vans, regionally known as Maxi Cabs, auto rickshaws, on-call metered taxis and tourist taxis.[375]
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Chennai outer ring road is 62.3 km long connecting NH 45 (GST Road) at Perungalathur, NH 4 (GWT Road) at Nazarathpet, NH 205 (CTH Road) at Nemilicherry(Thiruninravur), NH 5 (GNT Road) at Nallur and TPP road at Minjur under the process by Chennai Metropolitan Area.
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The city is served by two major ports, Chennai Port, one of the largest artificial ports in India, and Ennore Port. Chennai Port is the largest in the Bay of Bengal, with an annual cargo tonnage of 6.146 crore (2010–2011), and the second-largest container-hub in India, with an annual container volume of 15.23 lakh TEUs (2010–2011). The port handles transportation of automobiles, motorcycles and general industrial cargo.[66] The Ennore Port with an annual cargo tonnage of 1.101 crore (2010–2011), handles coal, ore and other bulk and rock mineral products.[376] Royapuram fishing harbour is used by fishing boats and Kattupalli Shipyard near Ennore Port was inaugurated in January 2013.[377][378]
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Newspaper publishing started in Chennai with the launch of a weekly, The Madras Courier, in 1785.[379] It was followed by the weeklies The Madras Gazette and The Government Gazette in 1795. The Spectator, founded in 1836, was the first English newspaper in Chennai to be owned by an Indian and became the city's first daily newspaper in 1853.[380] The first Tamil newspaper, Swadesamitran, was launched in 1899.[379] First Telugu journal printed from Madras was Satya Doota in 1835 and Andhra Patrika found in 1908 was the most successful Telugu newspaper from Madras.[381][382]
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The major English dailies published in Chennai are The Hindu, The New Indian Express, The Deccan Chronicle and The Times of India and many more. The evening dailies are, The Trinity Mirror and The News Today. As of 2004[update], The Hindu was the city's most read English newspaper, with a daily circulation of 267,349.[383] The major business dailies published from the city are The Economic Times, The Hindu Business Line, Business Standard, Mint and The Financial Express. The major Tamil dailies include the Dina Thanthi, Dinakaran, Dina Mani, Dina Malar, The Hindu Tamil,[384] Tamil Murasu, Makkal Kural and Malai Malar. Malayala Manorama and Mathrubhumi are the major Malayalam dailies while major Telugu dailies include Eenadu, Vaartha, Andhra Jyothi and Sakshi.[385] The one and only Hindi Newspaper published from Chennai is the Rajasthan Patrika.[386] The Local weekly Newspapers circulated to residents are T. Nagar Times, Pillar Times, Arcot Road Talk, Chrompet Times.[387] Chennai's First Corporate Leisure Newspaper, The Shopping Express.[388] Magazines published from Chennai include Ananda Vikatan, Kumudam, Kalki, Kungumam, Puthiya Thalaimurai,Thuglak, Frontline and Sportstar
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Doordarshan runs two terrestrial television channels and two satellite television channels from its Chennai centre, which was set up in 1974. Private Tamil satellite television networks such as Sun TV, Raj TV, Zee Tamizh, Star Vijay, Jaya TV, Makkal TV, Vasanth TV, Kalaignar TV, Captain TV and PuthiyaThalaimurai TV broadcast out of Chennai. The Sun Network one of India's largest broadcasting companies is based in the city. While the cable TV service is entirely controlled by the state government,[389] direct–to–home (DTH) is available via DD Direct Plus, Dish TV, Tata Sky, Videocon DTH, Sun direct DTH, Reliance Big TV and Digital TV.[390][391] Chennai is the first city in India to have implemented the Conditional Access System for cable television.[392] Radio broadcasting began in 1924 by the Madras Presidency Radio Club.[393] The radio station at the Rippon Buildings complex was founded in 1930 and was then shifted to All India Radio in 1938.[379] The city has four AM and 11 FM radio stations operated by All India Radio, Anna University and Suryan FM, Radio Mirchi, BIG FM, Hello FM, Radio City, Radio One among others.[394]
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Chennai is home to some of the best educational institutions in the country.[395] The city ranks second among Indian metropolitan city centres with a 90.33 percent literacy rate.[396] Chennai has a mix of public and private schools, some of which also receive financial support from the government.
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The public school system is managed by the Chennai Corporation with an enrollment of 142,387 students in over 330 schools.[397] Tamil and English are the primary medium of instruction, though some schools also use Telugu and Urdu as medium of instruction in their schools.[397] Public schools run by the Chennai Corporation are all affiliated with the Tamil Nadu State Board, while private schools may be affiliated with either of the Tamil Nadu Board of Secondary Education or the Central Board of Secondary Education (CBSE).[398] A few schools are affiliated with the Council for the Indian School Certificate Examinations,[399] the National Institute of Open Schooling (NIOS) board or the Montessori system. Education in Chennai starts with two years of Kindergarten from age three onward and then follows the Indian 10+2+3 plan, ten years of school, two years of higher secondary education, and three years of undergraduate education.[400][401]
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English is the medium of instruction in the majority of institutions for higher education.[397] The University of Madras, founded in 1857, is one of India's first three modern universities.[402] Colleges for science, arts, and commerce degrees are typically affiliated with the University of Madras, which has six campuses in the city.[403] The Indian Institute of Technology Madras (IIT Madras) and the College of Engineering, Guindy, Anna University are two well-known centres for engineering education in the city. The Indian Army's Officers Training Academy is also headquartered in the city.
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Chennai has a plethora of libraries, including British Council Library, American Library, Connemara Public Library, and Anna Centenary Library. The Connemara Public Library is one of four National Depository Centres in India that receive a copy of all newspapers and books published in the country.[404][405] The Anna Centenary Library is the largest library in Asia.[406][407]
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Chennai has two CSIR research institutions namely Central Leather Research Institute and Structural Engineering Research Centre. Chennai Book Fair, an annual book fair organised in Chennai by the Booksellers and Publishers Association of South India (BAPASI), is the largest exhibition for Tamil book publishers to display their books. The fair is typically held for about 10 days between the last week of December and the third week of January.[408] The forty-first edition of the fair was held in 2018. Chennai also has Indian Maritime University to impart quality education in maritime management, engineering, and different pre-sea courses. This is the only central university, headquartered in Chennai to impart maritime education in India.
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Cricket is the most popular sport in Chennai.[409] It was introduced in 1864 with the foundation of the Madras Cricket Club.[410] The M.A. Chidambaram Stadium established in 1916 is among the oldest cricket stadiums in India.[411] The stadium was also one of the venues of the 1987,1996 and 2011 ICC Cricket World Cups. Chemplast Cricket Ground located at the IIT Madras campus is another important venue for cricket matches. Prominent cricketers from the city include former cricket captains S. Venkataraghavan and Kris Srikkanth.[412][413] A cricket fast bowling academy called the MRF Pace Foundation, whose coaches include T. A. Sekhar and Glenn Mcgrath, is based in Chennai.[414][415] Being home to the Indian Premier League (IPL) cricket team Chennai Super Kings, the city hosted the finals of the IPL's 2011 and 2012 series.[416][417]
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The city's football team Chennaiyin FC competes in the Indian Super League, the country's association football league associated with Asian Football Federation and recognized by FIFA. The club uses the Jawaharlal Nehru Stadium nicknamed the Marina Arena as their home ground and are champions of the Indian Super League in 2015 and 2018.
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Chennai was the venue of the 1995 South Asian Games.[418] Chennai is home to a World Series Hockey (WSH) team, the Chennai Cheetahs. The Mayor Radhakrishnan Stadium is associated with hockey and was venue for the international hockey tournament the 2005 Men's Champions Trophy and the 2007 Men's Asia Cup. The Jawaharlal Nehru Stadium is associated for hosting Football and athletic competitions, it also houses a multi–purpose indoor complex for competition in volleyball, basketball and table tennis. Water sports are played in the Velachery Aquatic Complex. Tennis sport is popularising among the city youths, Since 1997 Chennai has been host to the only ATP World Tour event held in India, the Chennai Open[419] which has been shifted to Pune as Maharashtra Open from 2017. Vijay Amritraj, Mahesh Bhupathi Ramesh Krishnan and Somdev Devvarman are tennis players from Chennai.[420]
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Chennai is home to Chennai Slam,[421] two-time national champion of India's top professional basketball division, the UBA Pro Basketball League.
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Madras Boat Club (founded in 1846) and the Royal Madras Yacht Club (founded by Sir Francis Spring in 1911) promote the sailing sports in Chennai, and organise national and international sailing events.[410] Automobile racing in India has been closely connected with Chennai since its beginnings shortly after independence. Motor racing events are held on a special purpose track in Madras Motor Race Track, Sriperumbudur,[422] which has also been the venue for several international competitions.[423] Formula One driver Karun Chandhok was born in Chennai.[424][425]
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Horse racing is held at the Guindy Race Course, while rowing competitions are hosted at the Madras Boat Club. The city has two 18–hole golf courses, the Cosmopolitan Club and the Gymkhana Club, both established in the late nineteenth century. The city has a rugby union team called the Chennai Cheetahs.[426]
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Previous world chess champion Viswanathan Anand grew up in Chennai.[427] Other sports persons of repute from Chennai include table tennis players Sharath Kamal and two–time world carrom champion, Maria Irudayam.[428][429] Chennai was the host of the World Chess Championship 2013 match between Viswanathan Anand and Magnus Carlsen.[430][431]
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The consular presence in the city dates back to 1794, when William Abbott was appointed US consular agent for South India.[433][434][435] As of 2012[update], there were 43 foreign representations in Chennai, including consulates general, deputy high commissions and honorary consulates.[436] The American Consulate in Chennai is one of the top adjudication posts in the world and the number one in processing employment-based visas. It was ranked among the top globally in issuing 'L' and 'H' category visas for workers and professionals and was ranked eighth globally in terms of all category of visas being issued.[437]
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The Foreigners Regional Registration Office (FRRO), which is the office of the field officers in charge of immigration and registration activities in the city, is located at Shastri Bhavan at Haddows Road.[438]
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Chennai has sister city relationships with the following cities of the world:
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en/1045.html.txt
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A scientist is someone who conducts scientific research to advance knowledge in an area of interest.[1][2]
|
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In classical antiquity, there was no real ancient analog of a modern scientist. Instead, philosophers engaged in the philosophical study of nature called natural philosophy, a precursor of natural science.[3] It was not until the 19th century that the term scientist came into regular use after it was coined by the theologian, philosopher, and historian of science William Whewell in 1833.[4][5]
|
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In modern times, many scientists have advanced degrees[6] in an area of science and pursue careers in various sectors of the economy such as academia, industry, government, and nonprofit environments.[7][8][9]
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|
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+
The roles of "scientists", and their predecessors before the emergence of modern scientific disciplines, have evolved considerably over time. Scientists of different eras (and before them, natural philosophers, mathematicians, natural historians, natural theologians, engineers, and others who contributed to the development of science) have had widely different places in society, and the social norms, ethical values, and epistemic virtues associated with scientists—and expected of them—have changed over time as well. Accordingly, many different historical figures can be identified as early scientists, depending on which characteristics of modern science are taken to be essential.
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Some historians point to the Scientific Revolution that began in 16th century as the period when science in a recognizably modern form developed. It wasn't until the 19th century that sufficient socioeconomic changes occurred for scientists to emerge as a major profession.[11]
|
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|
11 |
+
Knowledge about nature in classical antiquity was pursued by many kinds of scholars. Greek contributions to science—including works of geometry and mathematical astronomy, early accounts of biological processes and catalogs of plants and animals, and theories of knowledge and learning—were produced by philosophers and physicians, as well as practitioners of various trades. These roles, and their associations with scientific knowledge, spread with the Roman Empire and, with the spread of Christianity, became closely linked to religious institutions in most of European countries. Astrology and astronomy became an important area of knowledge, and the role of astronomer/astrologer developed with the support of political and religious patronage. By the time of the medieval university system, knowledge was divided into the trivium—philosophy, including natural philosophy—and the quadrivium—mathematics, including astronomy. Hence, the medieval analogs of scientists were often either philosophers or mathematicians. Knowledge of plants and animals was broadly the province of physicians.
|
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|
13 |
+
Science in medieval Islam generated some new modes of developing natural knowledge, although still within the bounds of existing social roles such as philosopher and mathematician. Many proto-scientists from the Islamic Golden Age are considered polymaths, in part because of the lack of anything corresponding to modern scientific disciplines. Many of these early polymaths were also religious priests and theologians: for example, Alhazen and al-Biruni were mutakallimiin; the physician Avicenna was a hafiz; the physician Ibn al-Nafis was a hafiz, muhaddith and ulema; the botanist Otto Brunfels was a theologian and historian of Protestantism; the astronomer and physician Nicolaus Copernicus was a priest. During the Italian Renaissance scientists like Leonardo Da Vinci, Michelangelo, Galileo Galilei and Gerolamo Cardano have been considered as the most recognizable polymaths.
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|
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+
During the Renaissance, Italians made substantial contributions in science. Leonardo Da Vinci made significant discoveries in paleontology and anatomy. The Father of modern Science,[12][13]
|
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Galileo Galilei, made key improvements on the thermometer and telescope which allowed him to observe and clearly describe the solar system. Descartes was not only a pioneer of analytic geometry but formulated a theory of mechanics[14] and advanced ideas about the origins of animal movement and perception. Vision interested the physicists Young and Helmholtz, who also studied optics, hearing and music. Newton extended Descartes' mathematics by inventing calculus (at the same time as Leibniz). He provided a comprehensive formulation of classical mechanics and investigated light and optics. Fourier founded a new branch of mathematics — infinite, periodic series — studied heat flow and infrared radiation, and discovered the greenhouse effect. Girolamo Cardano, Blaise Pascal Pierre de Fermat, Von Neumann, Turing, Khinchin, Markov and Wiener, all mathematicians, made major contributions to science and probability theory, including the ideas behind computers, and some of the foundations of statistical mechanics and quantum mechanics. Many mathematically inclined scientists, including Galileo, were also musicians.
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There are many compelling stories in medicine and biology, such as the development of ideas about the circulation of blood from Galen to Harvey.
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During the age of Enlightenment, Luigi Galvani, the pioneer of the bioelectromagnetics, discovered the animal electricity. He discovered that a charge applied to the spinal cord of a frog could generate muscular spasms throughout its body. Charges could make frog legs jump even if the legs were no longer attached to a frog. While cutting a frog leg, Galvani's steel scalpel touched a brass hook that was holding the leg in place. The leg twitched. Further experiments confirmed this effect, and Galvani was convinced that he was seeing the effects of what he called animal electricity, the life force within the muscles of the frog. At the University of Pavia, Galvani's colleague Alessandro Volta was able to reproduce the results, but was sceptical of Galvani's explanation.[15]
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Lazzaro Spallanzani is one of the most influential figures in experimental physiology and the natural sciences. His investigations have exerted a lasting influence on the medical sciences. He made important contributions to the experimental study of bodily functions and animal reproduction.[16]
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Francesco Redi discovered that microorganisms can cause disease.
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Until the late 19th or early 20th century, scientists were still referred to as "natural philosophers" or "men of science".[17][18][19][20]
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English philosopher and historian of science William Whewell coined the term scientist in 1833, and it first appeared in print in Whewell's anonymous 1834 review of Mary Somerville's On the Connexion of the Physical Sciences published in the Quarterly Review.[21] Whewell's suggestion of the term was partly satirical, a response to changing conceptions of science itself in which natural knowledge was increasingly seen as distinct from other forms of knowledge. Whewell wrote of "an increasing proclivity of separation and dismemberment" in the sciences; while highly specific terms proliferated—chemist, mathematician, naturalist—the broad term "philosopher" was no longer satisfactory to group together those who pursued science, without the caveats of "natural" or "experimental" philosopher. Members of the British Association for the Advancement of Science had been complaining about the lack of a good term at recent meetings, Whewell reported in his review; alluding to himself, he noted that "some ingenious gentleman proposed that, by analogy with artist, they might form [the word] scientist, and added that there could be no scruple in making free with this term since we already have such words as economist, and atheist—but this was not generally palatable".[22]
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Whewell proposed the word again more seriously (and not anonymously) in his 1840[23] The Philosophy of the Inductive Sciences:
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The terminations ize (rather than ise), ism, and ist, are applied to words of all origins: thus we have to pulverize, to colonize, Witticism, Heathenism, Journalist, Tobacconist. Hence we may make such words when they are wanted. As we cannot use physician for a cultivator of physics, I have called him a Physicist. We need very much a name to describe a cultivator of science in general. I should incline to call him a Scientist. Thus we might say, that as an Artist is a Musician, Painter, or Poet, a Scientist is a Mathematician, Physicist, or Naturalist.
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He also proposed the term physicist at the same time, as a counterpart to the French word physicien. Neither term gained wide acceptance until decades later; scientist became a common term in the late 19th century in the United States and around the turn of the 20th century in Great Britain.[21][24][25] By the twentieth century, the modern notion of science as a special brand of information about the world, practiced by a distinct group and pursued through a unique method, was essentially in place.
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Ramón y Cajal won the Nobel Prize in 1906 for his remarkable observations in neuroanatomy.
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Marie Curie became the first female to win the Nobel Prize and the first person to win it twice. Her efforts led to the development of nuclear energy and Radiotherapy for the treatment of cancer. In 1922, she was appointed a member of the International Commission on Intellectual Co-operation by the Council of the League of Nations. She campaigned for scientist's right to patent their discoveries and inventions. She also campaigned for free access to international scientific literature and for internationally recognized scientific symbols.
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As a profession, the scientist of today is widely recognized.
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In modern times, many professional scientists are trained in an academic setting (e.g., universities and research institutes), mostly at the level of graduate schools. Upon completion, they would normally attain an academic degree, with the highest degree being a doctorate such as a Doctor of Philosophy (PhD).[6] Although graduate education for scientists varies among institutions and countries, some common training requirements include specializing in an area of interest,[26] publishing research findings in peer-reviewed scientific journals[27] and presenting them at scientific conferences,[28] giving lectures or teaching,[28] and defending a thesis (or dissertation) during an oral examination.[6] To aid them in this endeavor, graduate students often work under the guidance of a mentor, usually a senior scientist, which may continue after the completion of their doctorates whereby they work as postdoctoral researchers.[29]
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After the completion of their training, many scientists pursue careers in a variety of work settings and conditions.[7] In 2017, the British scientific journal Nature published the results of a large-scale survey of more than 5,700 doctoral students worldwide, asking them which sectors of the economy they would like to work in. A little over half of the respondents wanted to pursue a career in academia, with smaller proportions hoping to work in industry, government, and nonprofit environments.[8][9]
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Scientists are motivated to work in several ways. Many have a desire to understand why the world is as we see it and how it came to be. They exhibit a strong curiosity about reality. Other motivations are recognition by their peers and prestige. The Nobel Prize, a widely regarded prestigious award,[30] is awarded annually to those who have achieved scientific advances in the fields of medicine, physics, chemistry, and economics.
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Some scientists have a desire to apply scientific knowledge for the benefit of people's health, the nations, the world, nature, or industries (academic scientist and industrial scientist). Scientists tend to be less motivated by direct financial reward for their work than other careers. As a result, scientific researchers often accept lower average salaries when compared with many other professions which require a similar amount of training and qualification.[31]
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Although there have been exceptions, most scientists tend to do their best research when they are relatively young, in their 30s.[32]
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Scientists include experimentalists who mainly perform experiments to test hypotheses, and theoreticians who mainly develop models to explain existing data and predict new results. There is a continuum between two activities and the division between them is not clear-cut, with many scientists performing both tasks.
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Those considering science as a career often look to the frontiers. These include cosmology and biology, especially molecular biology and the human genome project. Other areas of active research include the exploration of matter at the scale of elementary particles as described by high-energy physics, and materials science, which seeks to discover and design new materials. Although there have been remarkable discoveries with regard to brain function and neurotransmitters, the nature of the mind and human thought still remains unknown.
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The number of scientists is vastly different from country to country. For instance, there are only four full-time scientists per 10,000 workers in India, while this number is 79 for the United Kingdom, and 85 for the United States.[33]
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According to the National Science Foundation, 4.7 million people with science degrees worked in the United States in 2015, across all disciplines and employment sectors. The figure included twice as many men as women. Of that total, 17% worked in academia, that is, at universities and undergraduate institutions, and men held 53% of those positions. 5% of scientists worked for the federal government, and about 3.5% were self-employed. Of the latter two groups, two-thirds were men. 59% of scientists in the United States were employed in industry or business, and another 6% worked in non-profit positions.[34]
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|
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Scientist and engineering statistics are usually intertwined, but they indicate that women enter the field far less than men, though this gap is narrowing. The number of science and engineering doctorates awarded to women rose from a mere 7 percent in 1970 to 34 percent in 1985 and in engineering alone the numbers of bachelor's degrees awarded to women rose from only 385 in 1975 to more than 11000 in 1985.[35][clarification needed]
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1 |
+
A scientist is someone who conducts scientific research to advance knowledge in an area of interest.[1][2]
|
2 |
+
|
3 |
+
In classical antiquity, there was no real ancient analog of a modern scientist. Instead, philosophers engaged in the philosophical study of nature called natural philosophy, a precursor of natural science.[3] It was not until the 19th century that the term scientist came into regular use after it was coined by the theologian, philosopher, and historian of science William Whewell in 1833.[4][5]
|
4 |
+
|
5 |
+
In modern times, many scientists have advanced degrees[6] in an area of science and pursue careers in various sectors of the economy such as academia, industry, government, and nonprofit environments.[7][8][9]
|
6 |
+
|
7 |
+
The roles of "scientists", and their predecessors before the emergence of modern scientific disciplines, have evolved considerably over time. Scientists of different eras (and before them, natural philosophers, mathematicians, natural historians, natural theologians, engineers, and others who contributed to the development of science) have had widely different places in society, and the social norms, ethical values, and epistemic virtues associated with scientists—and expected of them—have changed over time as well. Accordingly, many different historical figures can be identified as early scientists, depending on which characteristics of modern science are taken to be essential.
|
8 |
+
|
9 |
+
Some historians point to the Scientific Revolution that began in 16th century as the period when science in a recognizably modern form developed. It wasn't until the 19th century that sufficient socioeconomic changes occurred for scientists to emerge as a major profession.[11]
|
10 |
+
|
11 |
+
Knowledge about nature in classical antiquity was pursued by many kinds of scholars. Greek contributions to science—including works of geometry and mathematical astronomy, early accounts of biological processes and catalogs of plants and animals, and theories of knowledge and learning—were produced by philosophers and physicians, as well as practitioners of various trades. These roles, and their associations with scientific knowledge, spread with the Roman Empire and, with the spread of Christianity, became closely linked to religious institutions in most of European countries. Astrology and astronomy became an important area of knowledge, and the role of astronomer/astrologer developed with the support of political and religious patronage. By the time of the medieval university system, knowledge was divided into the trivium—philosophy, including natural philosophy—and the quadrivium—mathematics, including astronomy. Hence, the medieval analogs of scientists were often either philosophers or mathematicians. Knowledge of plants and animals was broadly the province of physicians.
|
12 |
+
|
13 |
+
Science in medieval Islam generated some new modes of developing natural knowledge, although still within the bounds of existing social roles such as philosopher and mathematician. Many proto-scientists from the Islamic Golden Age are considered polymaths, in part because of the lack of anything corresponding to modern scientific disciplines. Many of these early polymaths were also religious priests and theologians: for example, Alhazen and al-Biruni were mutakallimiin; the physician Avicenna was a hafiz; the physician Ibn al-Nafis was a hafiz, muhaddith and ulema; the botanist Otto Brunfels was a theologian and historian of Protestantism; the astronomer and physician Nicolaus Copernicus was a priest. During the Italian Renaissance scientists like Leonardo Da Vinci, Michelangelo, Galileo Galilei and Gerolamo Cardano have been considered as the most recognizable polymaths.
|
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|
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+
During the Renaissance, Italians made substantial contributions in science. Leonardo Da Vinci made significant discoveries in paleontology and anatomy. The Father of modern Science,[12][13]
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+
Galileo Galilei, made key improvements on the thermometer and telescope which allowed him to observe and clearly describe the solar system. Descartes was not only a pioneer of analytic geometry but formulated a theory of mechanics[14] and advanced ideas about the origins of animal movement and perception. Vision interested the physicists Young and Helmholtz, who also studied optics, hearing and music. Newton extended Descartes' mathematics by inventing calculus (at the same time as Leibniz). He provided a comprehensive formulation of classical mechanics and investigated light and optics. Fourier founded a new branch of mathematics — infinite, periodic series — studied heat flow and infrared radiation, and discovered the greenhouse effect. Girolamo Cardano, Blaise Pascal Pierre de Fermat, Von Neumann, Turing, Khinchin, Markov and Wiener, all mathematicians, made major contributions to science and probability theory, including the ideas behind computers, and some of the foundations of statistical mechanics and quantum mechanics. Many mathematically inclined scientists, including Galileo, were also musicians.
|
17 |
+
|
18 |
+
There are many compelling stories in medicine and biology, such as the development of ideas about the circulation of blood from Galen to Harvey.
|
19 |
+
|
20 |
+
During the age of Enlightenment, Luigi Galvani, the pioneer of the bioelectromagnetics, discovered the animal electricity. He discovered that a charge applied to the spinal cord of a frog could generate muscular spasms throughout its body. Charges could make frog legs jump even if the legs were no longer attached to a frog. While cutting a frog leg, Galvani's steel scalpel touched a brass hook that was holding the leg in place. The leg twitched. Further experiments confirmed this effect, and Galvani was convinced that he was seeing the effects of what he called animal electricity, the life force within the muscles of the frog. At the University of Pavia, Galvani's colleague Alessandro Volta was able to reproduce the results, but was sceptical of Galvani's explanation.[15]
|
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+
|
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Lazzaro Spallanzani is one of the most influential figures in experimental physiology and the natural sciences. His investigations have exerted a lasting influence on the medical sciences. He made important contributions to the experimental study of bodily functions and animal reproduction.[16]
|
23 |
+
|
24 |
+
Francesco Redi discovered that microorganisms can cause disease.
|
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+
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Until the late 19th or early 20th century, scientists were still referred to as "natural philosophers" or "men of science".[17][18][19][20]
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+
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English philosopher and historian of science William Whewell coined the term scientist in 1833, and it first appeared in print in Whewell's anonymous 1834 review of Mary Somerville's On the Connexion of the Physical Sciences published in the Quarterly Review.[21] Whewell's suggestion of the term was partly satirical, a response to changing conceptions of science itself in which natural knowledge was increasingly seen as distinct from other forms of knowledge. Whewell wrote of "an increasing proclivity of separation and dismemberment" in the sciences; while highly specific terms proliferated—chemist, mathematician, naturalist—the broad term "philosopher" was no longer satisfactory to group together those who pursued science, without the caveats of "natural" or "experimental" philosopher. Members of the British Association for the Advancement of Science had been complaining about the lack of a good term at recent meetings, Whewell reported in his review; alluding to himself, he noted that "some ingenious gentleman proposed that, by analogy with artist, they might form [the word] scientist, and added that there could be no scruple in making free with this term since we already have such words as economist, and atheist—but this was not generally palatable".[22]
|
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+
|
30 |
+
Whewell proposed the word again more seriously (and not anonymously) in his 1840[23] The Philosophy of the Inductive Sciences:
|
31 |
+
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32 |
+
The terminations ize (rather than ise), ism, and ist, are applied to words of all origins: thus we have to pulverize, to colonize, Witticism, Heathenism, Journalist, Tobacconist. Hence we may make such words when they are wanted. As we cannot use physician for a cultivator of physics, I have called him a Physicist. We need very much a name to describe a cultivator of science in general. I should incline to call him a Scientist. Thus we might say, that as an Artist is a Musician, Painter, or Poet, a Scientist is a Mathematician, Physicist, or Naturalist.
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+
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+
He also proposed the term physicist at the same time, as a counterpart to the French word physicien. Neither term gained wide acceptance until decades later; scientist became a common term in the late 19th century in the United States and around the turn of the 20th century in Great Britain.[21][24][25] By the twentieth century, the modern notion of science as a special brand of information about the world, practiced by a distinct group and pursued through a unique method, was essentially in place.
|
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+
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36 |
+
Ramón y Cajal won the Nobel Prize in 1906 for his remarkable observations in neuroanatomy.
|
37 |
+
|
38 |
+
Marie Curie became the first female to win the Nobel Prize and the first person to win it twice. Her efforts led to the development of nuclear energy and Radiotherapy for the treatment of cancer. In 1922, she was appointed a member of the International Commission on Intellectual Co-operation by the Council of the League of Nations. She campaigned for scientist's right to patent their discoveries and inventions. She also campaigned for free access to international scientific literature and for internationally recognized scientific symbols.
|
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|
40 |
+
As a profession, the scientist of today is widely recognized.
|
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|
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+
In modern times, many professional scientists are trained in an academic setting (e.g., universities and research institutes), mostly at the level of graduate schools. Upon completion, they would normally attain an academic degree, with the highest degree being a doctorate such as a Doctor of Philosophy (PhD).[6] Although graduate education for scientists varies among institutions and countries, some common training requirements include specializing in an area of interest,[26] publishing research findings in peer-reviewed scientific journals[27] and presenting them at scientific conferences,[28] giving lectures or teaching,[28] and defending a thesis (or dissertation) during an oral examination.[6] To aid them in this endeavor, graduate students often work under the guidance of a mentor, usually a senior scientist, which may continue after the completion of their doctorates whereby they work as postdoctoral researchers.[29]
|
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After the completion of their training, many scientists pursue careers in a variety of work settings and conditions.[7] In 2017, the British scientific journal Nature published the results of a large-scale survey of more than 5,700 doctoral students worldwide, asking them which sectors of the economy they would like to work in. A little over half of the respondents wanted to pursue a career in academia, with smaller proportions hoping to work in industry, government, and nonprofit environments.[8][9]
|
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|
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Scientists are motivated to work in several ways. Many have a desire to understand why the world is as we see it and how it came to be. They exhibit a strong curiosity about reality. Other motivations are recognition by their peers and prestige. The Nobel Prize, a widely regarded prestigious award,[30] is awarded annually to those who have achieved scientific advances in the fields of medicine, physics, chemistry, and economics.
|
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|
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Some scientists have a desire to apply scientific knowledge for the benefit of people's health, the nations, the world, nature, or industries (academic scientist and industrial scientist). Scientists tend to be less motivated by direct financial reward for their work than other careers. As a result, scientific researchers often accept lower average salaries when compared with many other professions which require a similar amount of training and qualification.[31]
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|
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Although there have been exceptions, most scientists tend to do their best research when they are relatively young, in their 30s.[32]
|
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|
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Scientists include experimentalists who mainly perform experiments to test hypotheses, and theoreticians who mainly develop models to explain existing data and predict new results. There is a continuum between two activities and the division between them is not clear-cut, with many scientists performing both tasks.
|
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|
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Those considering science as a career often look to the frontiers. These include cosmology and biology, especially molecular biology and the human genome project. Other areas of active research include the exploration of matter at the scale of elementary particles as described by high-energy physics, and materials science, which seeks to discover and design new materials. Although there have been remarkable discoveries with regard to brain function and neurotransmitters, the nature of the mind and human thought still remains unknown.
|
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|
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The number of scientists is vastly different from country to country. For instance, there are only four full-time scientists per 10,000 workers in India, while this number is 79 for the United Kingdom, and 85 for the United States.[33]
|
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|
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According to the National Science Foundation, 4.7 million people with science degrees worked in the United States in 2015, across all disciplines and employment sectors. The figure included twice as many men as women. Of that total, 17% worked in academia, that is, at universities and undergraduate institutions, and men held 53% of those positions. 5% of scientists worked for the federal government, and about 3.5% were self-employed. Of the latter two groups, two-thirds were men. 59% of scientists in the United States were employed in industry or business, and another 6% worked in non-profit positions.[34]
|
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|
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Scientist and engineering statistics are usually intertwined, but they indicate that women enter the field far less than men, though this gap is narrowing. The number of science and engineering doctorates awarded to women rose from a mere 7 percent in 1970 to 34 percent in 1985 and in engineering alone the numbers of bachelor's degrees awarded to women rose from only 385 in 1975 to more than 11000 in 1985.[35][clarification needed]
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Annona pubescens Salisb.
|
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+
Annona tripetala Aiton
|
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|
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+
The cherimoya (Annona cherimola), also spelled chirimoya and called chirimuya by the Inca people, is an edible fruit-bearing species of the genus Annona from the family Annonaceae. They were believed to be native to Colombia, Ecuador, Peru, Bolivia and Chile,[2] spreading through cultivation to the Andes and Central America.[2][3][4] But they have been found to have originated in Central America.[5]
|
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|
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+
Cherimoya is grown in tropical regions throughout the world, and in Spain, where it is widely consumed. It is grown in the southern provinces of Granada and Málaga.[2][5] It is also grown in Italy, in the southern province of Reggio Calabria. It is in the same genus, Annona, as soursop.
|
9 |
+
|
10 |
+
American writer Mark Twain called the cherimoya "the most delicious fruit known to men".[6] The creamy texture of the flesh gives the fruit its secondary name, the "custard apple".
|
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+
|
12 |
+
The name is derived from the Quechua word chirimuya, which means "cold seeds." The plant grows at high altitudes, where the weather is colder, and the seeds will germinate at higher altitudes.[2] In Bolivia, Peru, Chile, Ecuador, and Colombia, the fruit is commonly known as chirimoya (spelled according to the rules of the Spanish language).
|
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+
|
14 |
+
Annona cherimola is a fairly dense, fast-growing, woody,[7]
|
15 |
+
briefly deciduous[8]
|
16 |
+
but mostly evergreen, low-branched, spreading tree[7]
|
17 |
+
or shrub,[8] 5 metres (16 ft) to 9 metres (30 ft) tall.[7]
|
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+
|
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+
Mature branches are sappy and woody.[8] Young branches and twigs have a matting of short, fine, rust colored hairs.[7][9]
|
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+
|
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+
The leathery leaves are 5–25 centimetres (2.0–9.8 in) long[9][10] 3–10 centimetres (1.2–3.9 in) wide[9] and mostly elliptic, pointed at the ends and rounded near the leaf stalk. When young, they are covered with soft, fine, tangled, rust colored hairs. When mature, the leaves bear hairs only along the veins on the undersurface.[7] Tops are hairless and a dull medium green with paler veins,[10] backs velvety,[8] dull grey-green with raised pale green veins. New leaves are whitish below.[10]
|
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+
|
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+
Leaves are single and alternate, dark green and slightly hairy on the top surface.[7] They attach to branches with stout 6–10 millimetres (0.24–0.39 in) long and densely hairy leaf stalks.[9]
|
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+
|
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+
Cherimoya trees bear very pale green,[10] fleshy flowers. They are 3 centimetres (1.2 in) long,[8] with very strong fruity odor.[10] Each flower has three outer, greenish, fleshy, oblong, downy petals and three smaller, pinkish inner petals[7] with yellow or brown finely matted hairs outside, whitish with purple spot[8] and many stamens on the inside.[9] Flowers appear on the branches opposite to the leaves, solitary or in pairs or groups of three,[7][9] on flower stalks that are covered densely with fine rust colored hairs, 8–12 millimetres (0.31–0.47 in) long. Buds are 15–18 millimetres (0.59–0.71 in) long, 5–8 millimetres (0.20–0.31 in) wide at the base.[9] The pollen is shed as permanent tetrads.[11]
|
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+
|
27 |
+
Cherimoya fruit are large green conical[10] or heart-shaped compound fruit,[7] 10 centimetres (3.9 in) to 20 centimetres (7.9 in) long,[7] with diameters of 5 centimetres (2.0 in) to 10 centimetres (3.9 in),[9] and skin that gives the appearance of having overlapping scales or knobby warts. They ripen to brown with a fissured surface[10] from winter into spring;[8] they weigh on the average 150 grams (5.3 oz) to 500 grams (18 oz) but extra large specimens may weigh 2.7 kilograms (6.0 lb) or more.[7] The ripened flesh is creamy white.[10] When ripe, the skin is green and gives slightly to pressure. Some characterize the fruit flavor as a blend of banana, pineapple, papaya, peach, and strawberry.[12] The fruit can be chilled and eaten with a spoon, which has earned it another nickname, the ice cream fruit. In Peru and Chile, it is commonly used in ice creams and yogurt.[3]
|
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+
|
29 |
+
The cherimoya fruits are classed according to degree of surface irregularity, as:[2] Lisa, almost smooth, difficult to discern areoles; Impresa, with "fingerprint" depressions; Umbonata, with rounded protrusions at the apex of each areole;[13] Mamilata with fleshy, nipple-like protrusions; Tuberculata, with conical protrusions having wartlike tips.
|
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+
|
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+
The flesh of the cherimoya contains numerous hard, inedible, black, bean-like, glossy seeds, 1 centimetre (0.39 in) to 2 centimetres (0.79 in) long[7] and about half as wide.[9] Cherimoya seeds are poisonous if crushed open.[2] Like other members of the family Annonaceae, the entire plant contain small amounts of neurotoxic acetogenins, such as annonacin,[2] which appear to be linked to atypical parkinsonism in Guadeloupe.[14] Moreover, an extract of the bark can induce paralysis if injected.[2]
|
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+
|
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+
"The pineapple, the mangosteen, and the cherimoya", wrote the botanist Berthold Carl Seemann, "are considered the finest fruits in the world, and I have tasted them in those localities where they are supposed to attain their highest perfection – the pineapple in Guayaquil, the mangosteen in the Indian Archipelago, and the cherimoya on the slopes of the Andes, and if I were asked which would be the best fruit, I would choose without hesitation, cherimoya. Its taste, indeed, surpasses that of every other fruit, and Haenke was quite right when he called it the masterpiece of Nature."[15]
|
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+
|
35 |
+
The cherimoya of the Granada-Málaga Tropical Coast is a fruit of the cultivar 'Fino de Jete' grown in the Granada-Málaga tropical southern coast of Spain with the EU's appellation protected designation of origin status.[16] The cultivar 'Fino de Jete' has skin type Impressa, are smooth or slightly concave at the edges. The fruit is round, oval, heart-shaped or kidney-shaped. The seeds are enclosed in the carpels and so do not detach easily, the flavour balances intense sweetness with slight acidity and the soluble sugar content exceeds 17° Bx. This variety is prepared and packed in the geographical area because "it is a very delicate perishable fruit and its skin is very susceptible to browning caused by mechanical damage, such as rubbing, knocks, etc. The fruit must be handled with extreme care, from picking by hand in the field to packing in the warehouse, which must be carried out within 24 hours. Repacking or further handling is strictly forbidden."[16]
|
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+
|
37 |
+
Widely cultivated now, Annona cherimola is believed to originate from the Andes at altitudes of 700 metres (2,300 ft) to 2,400 metres (7,900 ft)[7][4] although an alternative hypothesis postulates Central America as the origin of Annona cherimola because many of its wild relatives occur in this area.[4] From there it was taken by Europeans to various parts of the tropics. Unlike other Annona species[17]
|
38 |
+
A. cherimola has not successfully naturalized in West Africa,[18] and in Australasia Annona glabra is often misidentified as this species.
|
39 |
+
|
40 |
+
Australia
|
41 |
+
|
42 |
+
The flowers are hermaphroditic and have a mechanism to avoid self-pollination.[2] The short-lived flowers open as female, then progress to a later, male stage in a matter of hours. This requires a separate pollinator that not only can collect the pollen from flowers in the male stage, but also deposit it in flowers in the female stage.
|
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+
|
44 |
+
Studies of insects in the cherimoya's native region as its natural pollinator have been inconclusive; some form of beetle is suspected.
|
45 |
+
Quite often, the female flower is receptive in the early part of the first day, but pollen is not produced in the male stage until the late afternoon of the second day. Honey bees are not good pollinators, for example, because their bodies are too large to fit between the fleshy petals of the female flower. Female flowers have the petals only partially separated, and the petals separate widely when they become male flowers. So, the bees pick up pollen from the male flowers, but are unable to transfer this pollen to the female flowers. The small beetles which are suspected to pollinate cherimoya in its land of origin are much smaller than bees.
|
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+
|
47 |
+
For fruit production outside the cherimoya's native region, cultivators must either rely upon the wind to spread pollen in dense orchards or else use hand pollination. Pollinating by hand requires a paint brush. Briefly, to increase the fruit production, growers collect the pollen from the male plants with the brush, and then transfer it to the female flowers immediately or store it in the refrigerator overnight. Cherimoya pollen has a short life, but it can be extended with refrigeration.
|
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|
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+
The evaluation of 20 locations of Loja Province, Ecuador indicated certain growing preferences of wild cherimoya, including altitude between 1,500–2,000 metres (4,900–6,600 ft), optimum annual temperature range from 18–20 °C (64–68 °F), annual precipitation between 800–1,000 millimetres (31–39 in), and soils with high sand content and slightly acidic properties with pH between 5 and 6.5.[13]
|
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+
|
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+
Annona cherimola, preferring the cool Andean altitudes, hybridizes with the other Annona species. A hybrid with A. squamosa called atemoya has received some attention in West Africa, Australia, Brazil and Florida (United States).[18]
|
52 |
+
|
53 |
+
The tree thrives throughout the tropics at altitudes of 1,300 to 2,600 m (4,300 to 8,500 ft). Though sensitive to frost, it must have periods of cool temperatures or the tree will gradually go dormant.[2] The indigenous inhabitants of the Andes say the cherimoya cannot tolerate snow.
|
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+
|
55 |
+
In the Mediterranean region, it is cultivated mainly in southern Spain and Portugal, where it was introduced between 1751 and 1797[2] from where it was carried to Italy, but now can be also found in several countries of Africa, the Middle East and Oceania. It is cultivated throughout the Americas, including Hawaii since 1790 and California, where it was introduced in 1871.[2]
|
56 |
+
|
57 |
+
Large fruits which are uniformly green, without cracks or mostly browned skin, are best.
|
58 |
+
|
59 |
+
The optimum temperature for storage is 8–12 °C (46–54 °F), depending on cultivar, ripeness stage, and duration, with an optimum relative humidity of 90–95%.[2] Unripe cherimoyas will ripen at room temperature, when they will yield to gentle pressure.[2] Exposure to Ethylene as a plant hormone#ethylene (100 ppm for one to two days) accelerates ripening of mature green cherimoya and other Annona fruits; they can ripen in about five days if kept at 15 to 20 °C (59 to 68 °F). Ethylene removal can be helpful in slowing the ripening of mature green fruits.
|
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+
|
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+
Different varieties have different flavors, textures, and shapes.[2] Shapes can range from imprint areoles, flat areoles, slight bump or point areoles, full areoles, and combinations of these shapes. The flavor of the flesh ranges from mellow sweet to tangy or acidic sweet, with variable suggestions of pineapple, banana, pear, papaya, strawberry or other berry, and apple, depending on the variety.
|
62 |
+
|
63 |
+
When the fruit is soft-ripe/fresh-ripe and still has the fresh, fully mature greenish/greenish-yellowish skin color, the texture is like that of a soft-ripe pear and papaya. If the skin is allowed to turn fully brown, yet the flesh has not fermented or gone "bad", then the texture can be custard-like. Often, when the skin turns brown at room temperature, the fruit is no longer good for human consumption. Also, the skin turns brown if it has been under normal refrigeration for too long – i.e., after a day or two.
|
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+
|
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+
In a 100 g serving providing 75 calories, cherimoya is an excellent source (> 19% of the Daily Value, DV) of vitamin B6 and a good source (10–19% DV) of vitamin C, dietary fiber and riboflavin (table).
|
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|
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+
The Moche culture of Peru had a fascination with agriculture and represented fruits and vegetables in their art. Cherimoyas were often depicted in their ceramics.[22]
|
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|
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+
Plantation in south Andalucia
|
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|
71 |
+
Cherimoya seeds
|
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|
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+
Moche ceramic cherimoya, 200 BC, Larco Museum Collection in Lima
|
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|
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+
Cherimoya-shaped bottle made by the Cupisnique culture around 1000 to 700 BC on the coast of what is now Peru
|
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|
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Cherimoya fruit cultivated in Pedra Bela, São Paulo, Brazil
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Chester Alan Arthur (October 5, 1829 – November 18, 1886) was an American attorney and politician who served as the 21st president of the United States from 1881 to 1885. Previously the 20th vice president, he succeeded to the presidency upon the death of President James A. Garfield in September 1881, two months after Garfield was shot by an assassin.
|
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|
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Arthur was born in Fairfield, Vermont, grew up in upstate New York, and practiced law in New York City. He served as quartermaster general of the New York Militia during the American Civil War. Following the war, he devoted more time to New York Republican politics and quickly rose in Senator Roscoe Conkling's political organization. President Ulysses S. Grant appointed him to the post of Collector of the Port of New York in 1871, and he was an important supporter of Conkling and the Stalwart faction of the Republican Party. In 1878, President Rutherford B. Hayes fired Arthur as part of a plan to reform the federal patronage system in New York. Garfield won the Republican nomination for president in 1880, and Arthur was nominated for vice president to balance the ticket as an Eastern Stalwart. Four months into his term, Garfield was shot by an assassin; he died 11 weeks later, and Arthur assumed the presidency.
|
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|
7 |
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At the outset, Arthur struggled to overcome a negative reputation as a Stalwart and product of Conkling's organization. To the surprise of reformers, he advocated and enforced the Pendleton Civil Service Reform Act. He presided over the rebirth of the US Navy, but he was criticized for failing to alleviate the federal budget surplus which had been accumulating since the end of the Civil War. Arthur vetoed the first version of the 1882 Chinese Exclusion Act, arguing that its twenty-year ban on Chinese immigrants to the United States violated the Burlingame Treaty, but he signed a second version, which included a ten-year ban.[2]
|
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|
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Suffering from poor health, Arthur made only a limited effort to secure the Republican Party's nomination in 1884, and he retired at the end of his term. Journalist Alexander McClure wrote, "No man ever entered the Presidency so profoundly and widely distrusted as Chester Alan Arthur, and no one ever retired… more generally respected, alike by political friend and foe."[3] Arthur's failing health and political temperament combined to make his administration less active than a modern presidency, yet he earned praise among contemporaries for his solid performance in office. The New York World summed up Arthur's presidency at his death in 1886: "No duty was neglected in his administration, and no adventurous project alarmed the nation."[4] Mark Twain wrote of him, "It would be hard indeed to better President Arthur's administration."[5]
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Chester Alan Arthur was born October 5, 1829, in Fairfield, Vermont.[b][7] Arthur's mother, Malvina Stone, was born in Berkshire, Vermont, the daughter of George Washington Stone and Judith Stevens.[8] Her family was primarily of English and Welsh descent, and her grandfather, Uriah Stone, had served in the Continental Army during the American Revolution.[7] Arthur's father, William Arthur, was born in Dreen, Cullybackey, County Antrim, Ireland to a Presbyterian family of Scots-Irish descent; he graduated from college in Belfast and emigrated to the Province of Lower Canada in 1819 or 1820.[9] Malvina Stone met William Arthur when Arthur was teaching school in Dunham, Quebec, near the Vermont border.[10] They married in Dunham on April 12, 1821, soon after meeting.[7] The Arthurs moved to Vermont after the birth of their first child, Regina.[10] They quickly moved from Burlington to Jericho, and finally to Waterville, as William received positions teaching at different schools.[7] William Arthur also spent a brief time studying law, but while still in Waterville, he departed from both his legal studies and his Presbyterian upbringing to join the Free Will Baptists; he spent the rest of his life as a minister in that sect.[7] William Arthur became an outspoken abolitionist, which often made him unpopular with some members of his congregations and contributed to the family's frequent moves.[11] In 1828, the family moved again, to Fairfield, where Chester Alan Arthur was born the following year; he was the fifth of nine children.[12][13] He was named "Chester" after Chester Abell,[14] the physician and family friend who assisted in his birth, and "Alan" for his paternal grandfather.[15][c] The family remained in Fairfield until 1832, when William Arthur's profession took them to churches in several towns in Vermont and upstate New York. The family finally settled in the Schenectady, New York area.[16]
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Arthur had seven siblings who lived to adulthood:[17]
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The family's frequent moves later spawned accusations that Chester Arthur was not a native-born citizen of the United States. When Arthur was nominated for vice president in 1880, a New York attorney and political opponent, Arthur P. Hinman, initially speculated that Arthur was born in Ireland and did not come to the United States until he was fourteen years old. Had that been true, opponents might have argued that Arthur was constitutionally ineligible for the vice presidency under the United States Constitution's natural-born-citizen clause.[26][d][27][e][28] When Hinman's original story did not take root, he spread a new rumor that Arthur was born in Canada. This claim, too, failed to gain credence.[28][f][29]
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Arthur spent some of his childhood years living in the New York towns of York, Perry, Greenwich, Lansingburgh, Schenectady, and Hoosick.[30] One of his first teachers said Arthur was a boy "frank and open in manners and genial in disposition."[31] During his time at school, he gained his first political inclinations and supported the Whig Party. He joined other young Whigs in support of Henry Clay, even participating in a brawl against students who supported James K. Polk.[16] Arthur also supported the Fenian Brotherhood, an Irish republican organization founded in America; he showed this support by wearing a green coat.[32] After completing his college preparation at the Lyceum of Union Village (now Greenwich) and a grammar school in Schenectady, Arthur enrolled at Schenectady's Union College in 1845, where he studied the traditional classical curriculum.[16] As a senior, he was president of the debate society and was elected to Phi Beta Kappa.[32] During his winter breaks, Arthur served as a teacher at a school in Schaghticoke.[32]
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After graduating in 1848, Arthur returned to Schaghticoke and became a full-time teacher, and soon began to pursue an education in law.[33] While studying law, he continued teaching, moving closer to home by taking a job at a school in North Pownal, Vermont.[33] Coincidentally, future president James A. Garfield taught penmanship at the same school three years later, but the two did not cross paths during their teaching careers.[34] In 1852, Arthur moved again, to Cohoes, New York, to become the principal of a school at which his sister, Malvina, was a teacher.[34] In 1853, after studying at State and National Law School in Ballston Spa, New York, and then saving enough money to relocate, Arthur moved to New York City to read law at the office of Erastus D. Culver, an abolitionist lawyer and family friend.[35] When Arthur was admitted to the New York bar in 1854, he joined Culver's firm, which was subsequently renamed Culver, Parker, and Arthur.[36]
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When Arthur joined the firm, Culver and New York attorney John Jay (the grandson of the Founding Father John Jay) were pursuing a habeas corpus action against Jonathan Lemmon, a Virginia slaveholder who was passing through New York with his eight slaves.[37] In Lemmon v. New York, Culver argued that, as New York law did not permit slavery, any slave arriving in New York was automatically freed.[37] The argument was successful, and after several appeals was upheld by the New York Court of Appeals in 1860.[37] Campaign biographers would later give Arthur much of the credit for the victory; in fact his role was minor, although he was certainly an active participant in the case.[38] In another civil rights case in 1854, Arthur was the lead attorney representing Elizabeth Jennings Graham after she was denied a seat on a streetcar because she was black.[38] He won the case, and the verdict led to the desegregation of the New York City streetcar lines.[38]
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In 1856, Arthur courted Ellen Herndon, the daughter of William Lewis Herndon, a Virginia naval officer.[39] The two were soon engaged to be married.[40] Later that year, he started a new law partnership with a friend, Henry D. Gardiner, and traveled with him to Kansas to consider purchasing land and setting up a law practice there.[38] At that time, the state was the scene of a brutal struggle between pro-slavery and anti-slavery forces, and Arthur lined up firmly with the latter.[41] The rough frontier life did not agree with the genteel New Yorkers; after three or four months the two young lawyers returned to New York City, where Arthur comforted his fiancée after her father was lost at sea in the wreck of the SS Central America.[41] In 1859, they were married at Calvary Episcopal Church in Manhattan.[42] The couple had three children:
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After his marriage, Arthur devoted his efforts to building his law practice, but also found time to engage in Republican party politics. In addition, he indulged his military interest by becoming Judge Advocate General for the Second Brigade of the New York Militia.[43]
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In 1861, Arthur was appointed to the military staff of Governor Edwin D. Morgan as engineer-in-chief.[43] The office was a patronage appointment of minor importance until the outbreak of the Civil War in April 1861, when New York and the other northern states were faced with raising and equipping armies of a size never before seen in American history.[44] Arthur was commissioned as a brigadier general and assigned to the state militia's quartermaster department.[44] He was so efficient at housing and outfitting the troops that poured into New York City that he was promoted to inspector general of the state militia in March 1862, and then to quartermaster general that July.[45] He had an opportunity to serve at the front when the 9th New York Volunteer Infantry Regiment elected him commander with the rank of colonel early in the war, but at Governor Morgan's request, he turned it down to remain at his post in New York.[46] He also turned down command of four New York City regiments organized as the Metropolitan Brigade, again at Morgan's request.[46] The closest Arthur came to the front was when he traveled south to inspect New York troops near Fredericksburg, Virginia, in May 1862, shortly after forces under Major General Irvin McDowell seized the town during the Peninsula Campaign.[47] That summer, he and other representatives of northern governors met with Secretary of State William H. Seward in New York to coordinate the raising of additional troops, and spent the next few months enlisting New York's quota of 120,000 men.[47] Arthur received plaudits for his work, but his post was a political appointment, and he was relieved of his militia duties in January 1863 when Governor Horatio Seymour, a Democrat, took office.[48] When Reuben Fenton won the 1864 election for governor, Arthur requested reappointment; Fenton and Arthur were from different factions of the Republican Party, and Fenton had already committed to appointing another candidate, so Arthur did not return to military service.[49]
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Arthur returned to being a lawyer, and with the help of additional contacts made in the military, he and the firm of Arthur & Gardiner flourished.[50] Even as his professional life improved, however, Arthur and his wife experienced a personal tragedy as their only child, William, died suddenly that year at the age of two.[51] The couple took their son's death hard, and when they had another son, Chester Alan Jr., in 1864, they lavished attention on him.[52] They also had a daughter, Ellen, in 1871. Both children survived to adulthood.[53]
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Arthur's political prospects improved along with his law practice when his patron, ex-Governor Morgan, was elected to the United States Senate.[54] He was hired by Thomas Murphy, a Republican politician, but also a friend of William M. Tweed, the boss of the Tammany Hall Democratic organization. Murphy was also a hatter who sold goods to the Union Army, and Arthur represented him in Washington. The two became associates within New York Republican party circles, eventually rising in the ranks of the conservative branch of the party dominated by Thurlow Weed.[54] In the presidential election of 1864, Arthur and Murphy raised funds from Republicans in New York, and they attended the second inauguration of Abraham Lincoln in 1865.[55]
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The end of the Civil War meant new opportunities for the men in Morgan's Republican machine, including Arthur.[56] Morgan leaned toward the conservative wing of the New York Republican party, as did the men who worked with him in the organization, including Weed, Seward (who continued in office under President Andrew Johnson), and Roscoe Conkling (an eloquent Utica Congressman and rising star in the party).[56] Arthur rarely articulated his own political ideas during his time as a part of the machine; as was common at the time, loyalty and hard work on the machine's behalf was more important than actual political positions.[57]
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At the time, U.S. custom houses were managed by political appointees who served as Collector, Naval Officer, and Surveyor. In 1866, Arthur unsuccessfully attempted to secure the position of Naval Officer at the New York Custom House, a lucrative job subordinate only to the Collector.[58] He continued his law practice (now a solo practice after Gardiner's death) and his role in politics, becoming a member of the prestigious Century Club in 1867.[58] Conkling, elected to the United States Senate in 1867, noticed Arthur and facilitated his rise in the party, and Arthur became chairman of the New York City Republican executive committee in 1868.[59] His ascent in the party hierarchy kept him busy most nights, and his wife resented his continual absence from the family home on party business.[60]
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Conkling succeeded to leadership of the conservative wing of New York's Republicans by 1868 as Morgan concentrated more time and effort on national politics, including serving as chairman of the Republican National Committee. The Conkling machine was solidly behind General Ulysses S. Grant's candidacy for president, and Arthur raised funds for Grant's election in 1868.[61] The opposing Democratic machine in New York City, known as Tammany Hall, worked for Grant's opponent, former New York Governor Horatio Seymour; while Grant was victorious in the national vote, Seymour narrowly carried the state of New York.[61] Arthur began to devote more of his time to politics and less to law, and in 1869 he became counsel to the New York City Tax Commission, appointed when Republicans controlled the state legislature. He remained at the job until 1870 at a salary of $10,000 a year.[62][g] Arthur resigned after Democrats controlled by William M. Tweed of Tammany Hall won a legislative majority, which meant they could name their own appointee.[64] In 1871, Grant offered to name Arthur as Commissioner of Internal Revenue, replacing Alfred Pleasonton; Arthur declined the appointment.[65]
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In 1870, President Grant gave Conkling control over New York patronage, including the Custom House at the Port of New York. Having become friendly with Murphy over their shared love of horses during summer vacations on the Jersey Shore, in July of that year, Grant appointed him to the Collector's position.[66] Murphy's reputation as a war profiteer and his association with Tammany Hall made him unacceptable to many of his own party, but Conkling convinced the Senate to confirm him.[66] The Collector was responsible for hiring hundreds of workers to collect the tariffs due at the United States' busiest port. Typically, these jobs were dispensed to adherents of the political machine responsible for appointing the Collector. Employees were required to make political contributions (known as "assessments") back to the machine, which made the job a highly coveted political plum.[67] Murphy's unpopularity only increased as he replaced workers loyal to Senator Reuben Fenton's faction of the Republican party with those loyal to Conkling's.[68] Eventually, the pressure to replace Murphy grew too great, and Grant asked for his resignation in December 1871.[68] Grant offered the position to John Augustus Griswold and William Orton, each of whom declined and recommended Arthur.[69] Grant then nominated Arthur, with the New York Times commenting, "his name very seldom rises to the surface of metropolitan life and yet moving like a mighty undercurrent this man during the last 10 years has done more to mold the course of the Republican Party in this state than any other one man in the country."[70]
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The Senate confirmed Arthur's appointment; as Collector he controlled nearly a thousand jobs and received compensation as great as any federal officeholder.[67] Arthur's salary was initially $6,500, but senior customs employees were compensated additionally by the "moiety" system, which awarded them a percentage of the cargoes seized and fines levied on importers who attempted to evade the tariff.[71] In total, his income came to more than $50,000—more than the president's salary, and more than enough for him to enjoy fashionable clothes and a lavish lifestyle.[71][h] Among those who dealt with the Custom House, Arthur was one of the era's more popular collectors.[72] He got along with his subordinates and, since Murphy had already filled the staff with Conkling's adherents, he had few occasions to fire anyone.[73] He was also popular within the Republican party as he efficiently collected campaign assessments from the staff and placed party leaders' friends in jobs as positions became available.[60] Arthur had a better reputation than Murphy, but reformers still criticized the patronage structure and the moiety system as corrupt.[67] A rising tide of reform within the party caused Arthur to rename the financial extractions from employees as "voluntary contributions" in 1872, but the concept remained, and the party reaped the benefit of controlling government jobs.[74] In that year, reform-minded Republicans formed the Liberal Republican party and voted against Grant, but he was re-elected in spite of their opposition.[75] Nevertheless, the movement for civil service reform continued to chip away at Conkling's patronage machine; in 1874 Custom House employees were found to have improperly assessed fines against an importing company as a way to increase their own incomes, and Congress reacted, repealing the moiety system and putting the staff, including Arthur, on regular salaries.[76] As a result, his income dropped to $12,000 a year—more than his nominal boss, the Secretary of the Treasury, but far less than what he had previously received.[76]
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Arthur's four-year term as Collector expired on December 10, 1875, and Conkling, then among the most powerful politicians in Washington, arranged his protégé's reappointment by President Grant.[77] By 1876, Conkling was considering a run for the presidency himself, but the selection of reformer Rutherford B. Hayes by the 1876 Republican National Convention preempted the machine boss.[78] Arthur and the machine gathered campaign funds with their usual zeal, but Conkling limited his own campaign activities to a few speeches.[79] Hayes's opponent, New York Governor Samuel J. Tilden, carried New York and won the popular vote nationwide, but after the resolution of several months of disputes over twenty electoral votes (from the states of Florida, Louisiana, Oregon, and South Carolina), he lost the presidency.[80]
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Hayes entered office with a pledge to reform the patronage system; in 1877, he and Treasury Secretary John Sherman made Conkling's machine the primary target.[79] Sherman ordered a commission led by John Jay to investigate the New York Custom House.[81] Jay, with whom Arthur had collaborated in the Lemmon case two decades earlier, suggested that the Custom House was overstaffed with political appointments, and that 20% of the employees were expendable.[82] Sherman was less enthusiastic about the reforms than Hayes and Jay, but he approved the commission's report and ordered Arthur to make the personnel reductions.[83] Arthur appointed a committee of Custom House workers to determine where the cuts were to be made and, after a written protest, carried them out.[84] Notwithstanding his cooperation, the Jay Commission issued a second report critical of Arthur and other Custom House employees, and subsequent reports urging a complete reorganization.[84]
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Hayes further struck at the heart of the spoils system by issuing an executive order that forbade assessments, and barred federal office holders from "...tak[ing] part in the management of political organizations, caucuses, conventions, or election campaigns."[85] Arthur and his subordinates, Naval Officer Alonzo B. Cornell and Surveyor George H. Sharpe, refused to obey the president's order; Sherman encouraged Arthur to resign, offering him appointment by Hayes to the consulship in Paris in exchange, but Arthur refused.[86] In September 1877, Hayes demanded the three men's resignations, which they refused to give.[87] Hayes then submitted the appointment of Theodore Roosevelt, Sr., L. Bradford Prince, and Edwin Merritt (all supporters of Conkling's rival William M. Evarts) to the Senate for confirmation as their replacements.[88] The Senate's Commerce Committee, chaired by Conkling, unanimously rejected all the nominees; the full Senate rejected Roosevelt and Prince by a vote of 31–25, and confirmed Merritt only because Sharpe's term had expired.[89]
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Arthur's job was spared only until July 1878, when Hayes took advantage of a Congressional recess to fire him and Cornell, replacing them with the recess appointment of Merritt and Silas W. Burt.[90][i] Hayes again offered Arthur the position of consul general in Paris as a face-saving consolation; Arthur again declined, as Hayes knew he probably would.[92] Conkling opposed the confirmation of Merritt and Burt when the Senate reconvened in February 1879, but Merritt was approved by a vote of 31–25, as was Burt by 31–19, giving Hayes his most significant civil service reform victory.[93] Arthur immediately took advantage of the resulting free time to work for the election of Edward Cooper as New York City's next mayor.[94] In September 1879 Arthur became Chairman of the New York State Republican Executive Committee, a post in which he served until October 1881.[95][96] In the state elections of 1879, he and Conkling worked to ensure that the Republican nominees for state offices would be men of Conkling's faction, who had become known as Stalwarts.[97] They were successful, but narrowly, as Cornell was nominated for governor by a vote of 234–216.[97] Arthur and Conkling campaigned vigorously for the Stalwart ticket and, owing partly to a splintering of the Democratic vote, were victorious.[98] Arthur and the machine had rebuked Hayes and their intra-party rivals, but Arthur had only a few days to enjoy his triumph when, on January 12, 1880, his wife died suddenly while he was in Albany organizing the political agenda for the coming year.[99] Arthur felt devastated, and perhaps guilty, and never remarried.[100]
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Conkling and his fellow Stalwarts, including Arthur, wished to follow up their 1879 success at the 1880 Republican National Convention by securing the nomination for their ally, ex-President Grant.[101] Their opponents in the Republican party, known as Half-Breeds, concentrated their efforts on James G. Blaine, a Senator from Maine who was more amenable to civil service reform.[101] Neither candidate commanded a majority of delegates and, deadlocked after thirty-six ballots, the convention turned to a dark horse, James A. Garfield, an Ohio Congressman and Civil War general who was neither Stalwart nor Half-Breed.[102]
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Garfield and his supporters knew they would face a difficult election without the support of the New York Stalwarts and decided to offer one of them the vice presidential nomination.[103] Levi P. Morton, the first choice of Garfield's supporters, consulted with Conkling, who advised him to decline, which he did.[104] They next approached Arthur, and Conkling advised him to also reject the nomination, believing the Republicans would lose.[105] Arthur thought otherwise and accepted. According to a purported eyewitness account by journalist William C. Hudson, Conkling and Arthur argued, with Arthur telling Conkling, "The office of the Vice-President is a greater honor than I ever dreamed of attaining."[105][j] Conkling eventually relented, and campaigned for the ticket.[108]
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As expected, the election was close. The Democratic nominee, General Winfield Scott Hancock, was popular and, having avoided taking definitive positions on most issues of the day, he had not offended any pivotal constituencies.[109] As Republicans had done since the end of the Civil War, Garfield and Arthur initially focused their campaign on the "bloody shirt"—the idea that returning Democrats to office would undo the victory of the Civil War and reward secessionists.[110]
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With the war fifteen years in the past and Union generals at the head of both tickets, the tactic was less effective than the Republicans hoped.[110] Realizing this, they adjusted their approach to claim that Democrats would lower the country's protective tariff, which would allow cheaper manufactured goods to be imported from Europe, and thereby put thousands out of work.[111] This argument struck home in the swing states of New York and Indiana, where many were employed in manufacturing.[111] Hancock did not help his own cause when, in an attempt to remain neutral on the tariff, he said that "[t]he tariff question is a local question", which only made him appear uninformed about an important issue.[112] Candidates for high office did not personally campaign in those days, but as state Republican chairman, Arthur played a part in the campaign in his usual fashion: overseeing the effort in New York and raising money.[113] The funds were crucial in the close election, and winning his home state of New York was critical.[114] The Republicans carried New York by 20,000 votes and, in an election with the largest turnout of qualified voters ever recorded—78.4%—they won the nationwide popular vote by just 7,018 votes.[114] The Electoral College result was more decisive—214 to 155—and Garfield and Arthur were elected.[114]
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After the election, Arthur worked in vain to persuade Garfield to fill certain positions with his fellow New York Stalwarts—especially that of the Secretary of the Treasury; the Stalwart machine received a further rebuke when Garfield appointed Blaine, Conkling's arch-enemy, as Secretary of State.[115] The running mates, never close, detached as Garfield continued to freeze out the Stalwarts from his patronage. Arthur's status in the administration diminished when, a month before inauguration day, he gave a speech before reporters suggesting the election in Indiana, a swing state, had been won by Republicans through illegal machinations.[116] Garfield ultimately appointed a Stalwart, Thomas Lemuel James, to be Postmaster General, but the cabinet fight and Arthur's ill-considered speech left the President and Vice President clearly estranged when they took office on March 4, 1881.[117]
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The Senate in the 47th United States Congress was divided among 37 Republicans, 37 Democrats, one independent (David Davis) who caucused with the Democrats, one Readjuster (William Mahone), and four vacancies.[118] Immediately, the Democrats attempted to organize the Senate, knowing that the vacancies would soon be filled by Republicans.[118] As vice president, Arthur cast tie-breaking votes in favor of the Republicans when Mahone opted to join their caucus.[118] Even so, the Senate remained deadlocked for two months over Garfield's nominations because of Conkling's opposition to some of them.[119] Just before going into recess in May 1881, the situation became more complicated when Conkling and the other Senator from New York, Thomas C. Platt, resigned in protest of Garfield's continuing opposition to their faction.[120]
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With the Senate in recess, Arthur had no duties in Washington and returned to New York City.[121] Once there, he traveled with Conkling to Albany, where the former Senator hoped for a quick re-election to the Senate, and with it, a defeat for the Garfield administration.[121][k] The Republican majority in the state legislature was divided on the question, to Conkling and Platt's surprise, and an intense campaign in the statehouse ensued.[121][l]
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While in Albany on July 2, Arthur learned that Garfield had been shot.[121] The assassin, Charles J. Guiteau, was a deranged office-seeker who believed that Garfield's successor would appoint him to a patronage job. He proclaimed to onlookers: "I am a Stalwart, and Arthur will be President!"[122] Guiteau was found to be mentally unstable, and despite his claims to be a Stalwart supporter of Arthur, they had only a tenuous connection that dated from the 1880 campaign.[123] Twenty-nine days before his execution for shooting Garfield, Guiteau composed a lengthy, unpublished poem claiming that Arthur knew the assassination had saved "our land [the United States]". Guiteau's poem also states he had (incorrectly) presumed that Arthur would pardon him for the assassination.[124]
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More troubling was the lack of legal guidance on presidential succession: as Garfield lingered near death, no one was sure who, if anyone, could exercise presidential authority.[125] Also, after Conkling's resignation, the Senate had adjourned without electing a president pro tempore, who would normally follow Arthur in the succession.[125] Arthur was reluctant to be seen acting as president while Garfield lived, and for the next two months there was a void of authority in the executive office, with Garfield too weak to carry out his duties, and Arthur reluctant to assume them.[126] Through the summer, Arthur refused to travel to Washington and was at his Lexington Avenue home when, on the night of September 19, he learned that Garfield had died.[126] Judge John R. Brady of the New York Supreme Court administered the oath of office in Arthur's home at 2:15 a.m. on September 20. Later that day he took a train to Long Branch to pay his respects to Garfield and to leave a card of sympathy for his wife, afterwards returning to New York City. On September 21, he returned to Long Branch to take part in Garfield's funeral, and then joined the funeral train to Washington.[127] Before leaving New York, he ensured the presidential line of succession by preparing and mailing to the White House a proclamation calling for a Senate special session. This step ensured that the Senate had legal authority to convene immediately and choose a Senate president pro tempore, who would be able to assume the presidency if Arthur died. Once in Washington he destroyed the mailed proclamation and issued a formal call for a special session.[128]
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Arthur arrived in Washington, D.C. on September 21.[129] On September 22, he re-took the oath of office, this time before Chief Justice Morrison R. Waite. Arthur took this step to ensure procedural compliance; there had been a lingering question about whether a state court judge (Brady) could administer a federal oath of office.[130][m] He initially took up residence at the home of Senator John P. Jones, while a White House remodeling he had ordered was carried out, including addition of an elaborate fifty-foot glass screen by Louis Comfort Tiffany.[131]
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Arthur's sister, Mary Arthur McElroy, served as White House hostess for her widowed brother;[131] Arthur became Washington's most eligible bachelor and his social life became the subject of rumors, though romantically, he remained singularly devoted to the memory of his late wife.[132] His son, Chester Jr., was then a freshman at Princeton University and his daughter, Nell, stayed in New York with a governess until 1882; when she arrived, Arthur shielded her from the intrusive press as much as he could.[132]
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Arthur quickly came into conflict with Garfield's cabinet, most of whom represented his opposition within the party. He asked the cabinet members to remain until December, when Congress would reconvene, but Treasury Secretary William Windom submitted his resignation in October to enter a Senate race in his home state of Minnesota.[133] Arthur then selected Charles J. Folger, his friend and fellow New York Stalwart as Windom's replacement.[133][n] Attorney General Wayne MacVeagh was next to resign, believing that, as a reformer, he had no place in an Arthur cabinet.[135] Despite Arthur's personal appeal to remain, MacVeagh resigned in December 1881 and Arthur replaced him with Benjamin H. Brewster, a Philadelphia lawyer and machine politician reputed to have reformist leanings.[135] Blaine, nemesis of the Stalwart faction, remained Secretary of State until Congress reconvened, then departed immediately.[136] Conkling expected Arthur to appoint him in Blaine's place, but the President chose Frederick T. Frelinghuysen of New Jersey, a Stalwart recommended by ex-President Grant.[136] Frelinghuysen advised Arthur not to fill any future vacancies with Stalwarts, but when Postmaster General James resigned in January 1882, Arthur selected Timothy O. Howe, a Wisconsin Stalwart.[137] Navy Secretary William H. Hunt was next to resign, in April 1882, and Arthur attempted a more balanced approach by appointing Half-Breed William E. Chandler to the post, on Blaine's recommendation.[137] Finally, when Interior Secretary Samuel J. Kirkwood resigned that same month, Arthur appointed Henry M. Teller, a Colorado Stalwart to the office.[137] Of the Cabinet members Arthur had inherited from Garfield, only Secretary of War Robert Todd Lincoln remained for the entirety of Arthur's term.[137]
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In the 1870s, a scandal was exposed, in which contractors for star postal routes were greatly overpaid for their services with the connivance of government officials (including Second Assistant Postmaster General Thomas J. Brady and former Senator Stephen Wallace Dorsey).[138] Reformers feared Arthur, as a former supporter of the spoils system, would not commit to continuing the investigation into the scandal.[138] But Arthur's Attorney General, Brewster, did in fact continue the investigations begun by MacVeagh, and hired notable Democratic lawyers William W. Ker and Richard T. Merrick to strengthen the prosecution team and forestall the skeptics.[139] Although Arthur had worked closely with Dorsey before his presidency, once in office he supported the investigation and forced the resignation of officials suspected in the scandal.[139] An 1882 trial of the ringleaders resulted in convictions for two minor conspirators and a hung jury for the rest.[140] After a juror came forward with allegations that the defendants attempted to bribe him, the judge set aside the guilty verdicts and granted a new trial.[140] Before the second trial began, Arthur removed five federal office holders who were sympathetic with the defense, including a former senator.[141] The second trial began in December 1882 and lasted until July 1883 and, again, did not result in a guilty verdict.[141] Failure to obtain a conviction tarnished the administration's image, but Arthur did succeed in putting a stop to the fraud.[141]
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Garfield's assassination by a deranged office seeker amplified the public demand for civil service reform.[142] Both Democratic and Republican leaders realized that they could attract the votes of reformers by turning against the spoils system and, by 1882, a bipartisan effort began in favor of reform.[142] In 1880, Democratic Senator George H. Pendleton of Ohio introduced legislation that required selection of civil servants based on merit as determined by an examination.[142] This legislation greatly expanded similar civil service reforms attempted by President Franklin Pierce 30 years earlier. In his first annual presidential address to Congress in 1881, Arthur requested civil service reform legislation and Pendleton again introduced his bill, but Congress did not pass it.[142] Republicans lost seats in the 1882 congressional elections, in which Democrats campaigned on the reform issue.[143] As a result, the lame-duck session of Congress was more amenable to civil service reform; the Senate approved Pendleton's bill 38–5 and the House soon concurred by a vote of 155–47.[144] Arthur signed the Pendleton Civil Service Reform Act into law on January 16, 1883.[144] In just two years' time, an unrepentant Stalwart had become the president who ushered in long-awaited civil service reform.[144]
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At first, the act applied only to 10% of federal jobs and, without proper implementation by the president, it could have gone no further.[145] Even after he signed the act into law, its proponents doubted Arthur's commitment to reform.[145] To their surprise, he acted quickly to appoint the members of the Civil Service Commission that the law created, naming reformers Dorman Bridgman Eaton, John Milton Gregory, and Leroy D. Thoman as commissioners.[145] The chief examiner, Silas W. Burt, was a long-time reformer who had been Arthur's opponent when the two men worked at the New York Custom House.[146] The commission issued its first rules in May 1883; by 1884, half of all postal officials and three-quarters of the Customs Service jobs were to be awarded by merit.[146] That year, Arthur expressed satisfaction with the new system, praising its effectiveness "in securing competent and faithful public servants and in protecting the appointing officers of the Government from the pressure of personal importunity and from the labor of examining the claims and pretensions of rival candidates for public employment."[147]
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With high revenue held over from wartime taxes, the federal government had collected more than it spent since 1866; by 1882 the surplus reached $145 million.[148] Opinions varied on how to balance the budget; the Democrats wished to lower tariffs, in order to reduce revenues and the cost of imported goods, while Republicans believed that high tariffs ensured high wages in manufacturing and mining. They preferred the government spend more on internal improvements and reduce excise taxes.[148] Arthur agreed with his party, and in 1882 called for the abolition of excise taxes on everything except liquor, as well as a simplification of the complex tariff structure.[149] In May of that year, Representative William D. Kelley of Pennsylvania introduced a bill to establish a tariff commission;[149] the bill passed and Arthur signed it into law but appointed mostly protectionists to the committee. Republicans were pleased with the committee's make-up but were surprised when, in December 1882, they submitted a report to Congress calling for tariff cuts averaging between 20 and 25%. The commission's recommendations were ignored, however, as the House Ways and Means Committee, dominated by protectionists, provided a 10% reduction.[149] After conference with the Senate, the bill that emerged only reduced tariffs by an average of 1.47%. The bill passed both houses narrowly on March 3, 1883, the last full day of the 47th Congress; Arthur signed the measure into law, with no effect on the surplus.[150]
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Congress attempted to balance the budget from the other side of the ledger, with increased spending on the 1882 Rivers and Harbors Act in the unprecedented amount of $19 million.[151] While Arthur was not opposed to internal improvements, the scale of the bill disturbed him, as did its narrow focus on "particular localities," rather than projects that benefited a larger part of the nation.[151] On August 1, 1882, Arthur vetoed the bill to widespread popular acclaim;[151] in his veto message, his principal objection was that it appropriated funds for purposes "not for the common defense or general welfare, and which do not promote commerce among the States."[152] Congress overrode his veto the next day[151] and the new law reduced the surplus by $19 million.[153] Republicans considered the law a success at the time, but later concluded that it contributed to their loss of seats in the elections of 1882.[154]
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During the Garfield administration, Secretary of State James G. Blaine attempted to invigorate United States diplomacy in Latin America, urging reciprocal trade agreements and offering to mediate disputes among the Latin American nations.[155] Blaine, venturing a greater involvement in affairs south of the Rio Grande, proposed a Pan-American conference in 1882 to discuss trade and an end to the War of the Pacific being fought by Bolivia, Chile, and Peru.[155] Blaine did not remain in office long enough to see the effort through, and when Frederick T. Frelinghuysen replaced him at the end of 1881, the conference efforts lapsed.[156] Frelinghuysen also discontinued Blaine's peace efforts in the War of the Pacific, fearing that the United States might be drawn into the conflict.[156] Arthur and Frelinghuysen continued Blaine's efforts to encourage trade among the nations of the Western Hemisphere; a treaty with Mexico providing for reciprocal tariff reductions was signed in 1882 and approved by the Senate in 1884.[157] Legislation required to bring the treaty into force failed in the House, however, rendering it a dead letter.[157] Similar efforts at reciprocal trade treaties with Santo Domingo and Spain's American colonies were defeated by February 1885, and an existing reciprocity treaty with the Kingdom of Hawaii was allowed to lapse.[158]
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The 47th Congress spent a great deal of time on immigration, and at times was in accord with Arthur.[159] In July 1882 Congress easily passed a bill regulating steamships that carried immigrants to the United States.[159] To their surprise, Arthur vetoed it and requested revisions, which they made and Arthur then approved.[159] He also signed in August of that year the Immigration Act of 1882, which levied a 50-cent tax on immigrants to the United States, and excluded from entry the mentally ill, the intellectually disabled, criminals, or any other person potentially dependent upon public assistance.[160]
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A more contentious debate materialized over the status of Chinese immigrants; in January 1868, the Senate had ratified the Burlingame Treaty with China, allowing an unrestricted flow of Chinese into the country. As the economy soured after the Panic of 1873, Chinese immigrants were blamed for depressing workmen's wages; in reaction Congress in 1879 attempted to abrogate the 1868 treaty by passing the Chinese Exclusion Act, but President Hayes vetoed it.[161] Three years later, after China had agreed to treaty revisions, Congress tried again to exclude working class Chinese laborers ; Senator John F. Miller of California introduced another Chinese Exclusion Act that blocked entry of Chinese laborers for a twenty-year period.[162] The bill passed the Senate and House by overwhelming margins, but this as well was vetoed by Arthur, who concluded the 20-year ban to be a breach of the renegotiated treaty of 1880. That treaty allowed only a "reasonable" suspension of immigration. Eastern newspapers praised the veto, while it was condemned in the Western states. Congress was unable to override the veto, but passed a new bill reducing the immigration ban to ten years. Although he still objected to this denial of entry to Chinese laborers, Arthur acceded to the compromise measure, signing the Chinese Exclusion Act into law on May 6, 1882.[162][163] The Chinese Exclusion Act attempted to stop all Chinese immigration into the United States for ten years, with exceptions for diplomats, teachers, students, merchants, and travelers. It was widely evaded.[164][o]
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In the years following the Civil War, American naval power declined precipitously, shrinking from nearly 700 vessels to just 52, most of which were obsolete.[165] The nation's military focus over the fifteen years before Garfield and Arthur's election had been on the Indian wars in the West, rather than the high seas, but as the region was increasingly pacified, many in Congress grew concerned at the poor state of the Navy.[166] Garfield's Secretary of the Navy, William H. Hunt, advocated reform of the Navy and his successor, William E. Chandler, appointed an advisory board to prepare a report on modernization.[167] Based on the suggestions in the report, Congress appropriated funds for the construction of three steel protected cruisers (Atlanta, Boston, and Chicago) and an armed dispatch-steamer (Dolphin), collectively known as the ABCD Ships or the Squadron of Evolution.[168] Congress also approved funds to rebuild four monitors (Puritan, Amphitrite, Monadnock, and Terror), which had lain uncompleted since 1877.[168] The contracts to build the ABCD ships were all awarded to the low bidder, John Roach & Sons of Chester, Pennsylvania,[169] even though Roach once employed Secretary Chandler as a lobbyist.[169] Democrats turned against the "New Navy" projects and, when they won control of the 48th Congress, refused to appropriate funds for seven more steel warships.[169] Even without the additional ships, the state of the Navy improved when, after several construction delays, the last of the new ships entered service in 1889.[170]
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Like his Republican predecessors, Arthur struggled with the question of how his party was to challenge the Democrats in the South and how, if at all, to protect the civil rights of black southerners.[171] Since the end of Reconstruction, conservative white Democrats (or "Bourbon Democrats") had regained power in the South, and the Republican party dwindled rapidly as their primary supporters in the region, blacks, were disenfranchised.[171] One crack in the solidly Democratic South emerged with the growth of a new party, the Readjusters, in Virginia.[172] Having won an election in that state on a platform of more education funding (for black and white schools alike) and abolition of the poll tax and the whipping post, many northern Republicans saw the Readjusters as a more viable ally in the South than the moribund southern Republican party.[172] Arthur agreed, and directed the federal patronage in Virginia through the Readjusters rather than the Republicans.[172] He followed the same pattern in other Southern states, forging coalitions with independents and Greenback Party members.[172] Some black Republicans felt betrayed by the pragmatic gambit, but others (including Frederick Douglass and ex-Senator Blanche K. Bruce) endorsed the administration's actions, as the Southern independents had more liberal racial policies than the Democrats.[173] Arthur's coalition policy was only successful in Virginia, however, and by 1885 the Readjuster movement began to collapse with the election of a Democratic president.[174]
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Other federal action on behalf of blacks was equally ineffective: when the Supreme Court struck down the Civil Rights Act of 1875 in the Civil Rights Cases (1883), Arthur expressed his disagreement with the decision in a message to Congress, but was unable to persuade Congress to pass any new legislation in its place.[175] Arthur did, however, effectively intervene to overturn a court-martial ruling against a black West Point cadet, Johnson Whittaker, after the Judge Advocate General of the Army, David G. Swaim, found the prosecution's case against Whittaker to be illegal and based on racial bias.[176] The administration faced a different challenge in the West, where the LDS Church was under government pressure to stop the practice of polygamy in Utah Territory.[177] Garfield had believed polygamy was criminal behavior and was morally detrimental to family values, and Arthur's views were, for once, in line with his predecessor's.[177] In 1882, he signed the Edmunds Act into law; the legislation made polygamy a federal crime, barring polygamists both from public office and the right to vote.[177]
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The Arthur administration was challenged by changing relations with western Native American tribes.[178] The American Indian Wars were winding down, and public sentiment was shifting toward more favorable treatment of Native Americans. Arthur urged Congress to increase funding for Native American education, which it did in 1884, although not to the extent he wished.[179] He also favored a move to the allotment system, under which individual Native Americans, rather than tribes, would own land. Arthur was unable to convince Congress to adopt the idea during his administration but, in 1887, the Dawes Act changed the law to favor such a system.[179] The allotment system was favored by liberal reformers at the time, but eventually proved detrimental to Native Americans as most of their land was resold at low prices to white speculators.[180] During Arthur's presidency, settlers and cattle ranchers continued to encroach on Native American territory.[181] Arthur initially resisted their efforts, but after Secretary of the Interior Henry M. Teller, an opponent of allotment, assured him that the lands were not protected, Arthur opened up the Crow Creek Reservation in the Dakota Territory to settlers by executive order in 1885.[181] Arthur's successor, Grover Cleveland, finding that title belonged to the Native Americans, revoked Arthur's order a few months later.[181]
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Shortly after becoming president, Arthur was diagnosed with Bright's disease, a kidney ailment now referred to as nephritis.[182] He attempted to keep his condition private, but by 1883 rumors of his illness began to circulate; he had become thinner and more aged in appearance, and struggled to keep the pace of the presidency.[182] To rejuvenate his health outside the confines of Washington, Arthur and some political friends traveled to Florida in April 1883.[183] The vacation had the opposite effect, and Arthur suffered from intense pain before returning to Washington.[183] Later that year, on the advice of Missouri Senator George Graham Vest, he visited Yellowstone National Park.[184] Reporters accompanied the presidential party, helping to publicize the new National Park system.[184] The Yellowstone trip was more beneficial to Arthur's health than his Florida excursion, and he returned to Washington refreshed after two months of travel.[185]
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As the 1884 presidential election approached, James G. Blaine was considered the favorite for the Republican nomination, but Arthur, too, contemplated a run for a full term as president.[186] In the months leading up to the 1884 Republican National Convention, however, Arthur began to realize that neither faction of the Republican party was prepared to give him their full support: the Half-Breeds were again solidly behind Blaine, while Stalwarts were undecided; some backed Arthur, with others considering Senator John A. Logan of Illinois.[186] Reform-minded Republicans, friendlier to Arthur after he endorsed civil service reform, were still not certain enough of his reform credentials to back him over Senator George F. Edmunds of Vermont, who had long favored their cause.[186] Business leaders supported him, as did Southern Republicans who owed their jobs to his control of the patronage, but by the time they began to rally around him, Arthur had decided against a serious campaign for the nomination.[187] He kept up a token effort, believing that to drop out would cast doubt on his actions in office and raise questions about his health, but by the time the convention began in June, his defeat was assured.[187] Blaine led on the first ballot, and by the fourth ballot he had a majority.[188] Arthur telegraphed his congratulations to Blaine and accepted his defeat with equanimity.[188] He played no role in the 1884 campaign, which Blaine would later blame for his loss that November to the Democratic nominee, Grover Cleveland.[189]
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Arthur made appointments to fill two vacancies on the United States Supreme Court. The first vacancy arose in July 1881 with the death of Associate Justice Nathan Clifford, a Democrat who had been a member of the Court since before the Civil War.[190] Arthur nominated Horace Gray, a distinguished jurist from the Massachusetts Supreme Judicial Court to replace him, and the nomination was easily confirmed.[190] The second vacancy occurred when Associate Justice Ward Hunt retired in January 1882. Arthur first nominated his old political boss, Roscoe Conkling; he doubted that Conkling would accept, but felt obligated to offer a high office to his former patron.[190] The Senate confirmed the nomination but, as expected, Conkling declined it,[190] the last time a confirmed nominee declined an appointment.[191] Senator George Edmunds was Arthur's next choice, but he declined to be considered.[192] Instead, Arthur nominated Samuel Blatchford, who had been a judge on the Second Circuit Court of Appeals for the prior four years.[190] Blatchford accepted, and his nomination was approved by the Senate within two weeks.[190] Blatchford served on the Court until his death in 1893.[193]
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Arthur left office in 1885 and returned to his New York City home. Two months before the end of his term, several New York Stalwarts approached him to request that he run for United States Senate, but he declined, preferring to return to his old law practice at Arthur, Knevals & Ransom.[194] His health limited his activity with the firm, and Arthur served only of counsel. He took on few assignments with the firm and was often too ill to leave his house.[195] He managed a few public appearances, until the end of 1885.[195]
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After spending the summer of 1886 in New London, Connecticut, he returned home where he became seriously ill, and on November 16, ordered nearly all of his papers, both personal and official, burned.[195][p] The next morning, Arthur suffered a cerebral hemorrhage and never regained consciousness. He died the following day, November 18, at the age of 57.[195] On November 22, a private funeral was held at the Church of the Heavenly Rest in New York City, attended by President Cleveland and ex-President Hayes, among other notables.[197] Arthur was buried with his family members and ancestors in the Albany Rural Cemetery in Menands, New York. He was laid beside his wife in a sarcophagus on a large corner of the plot.[195] In 1889, a monument was placed on Arthur's burial plot by sculptor Ephraim Keyser of New York, consisting of a giant bronze female angel figure placing a bronze palm leaf on a granite sarcophagus.[198]
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Arthur's post-presidency was the second shortest of all presidents who lived past their presidency, after James K. Polk's brief three-month retirement before he died.[199]
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Several Grand Army of the Republic posts were named for Arthur, including Goff, Kansas,[200] Lawrence, Nebraska,[201] Medford, Oregon,[202] and Ogdensburg, Wisconsin.[203] On April 5, 1882, Arthur was elected to the District of Columbia Commandery of the Military Order of the Loyal Legion of the United States (MOLLUS) as a Third Class Companion (insignia number 02430[204]), the honorary membership category for militia officers and civilians who made significant contributions to the war effort.[205]
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Union College awarded Arthur the honorary degree of LL.D. in 1883.[206]
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In 1898, the Arthur memorial statue—a fifteen-foot (4.6 m), bronze figure of Arthur standing on a Barre Granite pedestal—was created by sculptor George Edwin Bissell and installed at Madison Square, in New York City.[207] The statue was dedicated in 1899 and unveiled by Arthur's sister, Mary Arthur McElroy.[207] At the dedication, Secretary of War Elihu Root described Arthur as, "...wise in statesmanship and firm and effective in administration," while acknowledging that Arthur was isolated in office and unloved by his own party.[207]
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Arthur's unpopularity in life carried over into his assessment by historians, and his reputation after leaving office disappeared.[208] By 1935, historian George F. Howe said that Arthur had achieved "an obscurity in strange contrast to his significant part in American history."[209] By 1975, however, Thomas C. Reeves would write that Arthur's "appointments, if unspectacular, were unusually sound; the corruption and scandal that dominated business and politics of the period did not tarnish his administration."[210] As 2004 biographer Zachary Karabell wrote, although Arthur was "physically stretched and emotionally strained, he strove to do what was right for the country."[208] Indeed, Howe had earlier surmised, "Arthur adopted [a code] for his own political behavior but subject to three restraints: he remained to everyone a man of his word; he kept scrupulously free from corrupt graft; he maintained a personal dignity, affable and genial though he might be. These restraints ... distinguished him sharply from the stereotype politician."[211]
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Arthur's townhouse, the Chester A. Arthur Home, was sold to William Randolph Hearst.[212] Since 1944 it has been the location of Kalustyan's Spice Emporium.[213]
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The Trojan Horse is a story from the Trojan War about the subterfuge that the Greeks used to enter the independent city of Troy and win the war. In the canonical version, after a fruitless 10-year siege, the Greeks constructed a huge wooden horse and hid a select force of men inside, including Odysseus. The Greeks pretended to sail away, and the Trojans pulled the horse into their city as a victory trophy. That night the Greek force crept out of the horse and opened the gates for the rest of the Greek army, which had sailed back under cover of night. The Greeks entered and destroyed the city of Troy, ending the war.
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Metaphorically, a "Trojan horse" has come to mean any trick or stratagem that causes a target to invite a foe into a securely protected bastion or place. A malicious computer program that tricks users into willingly running it is also called a "Trojan horse" or simply a "Trojan".
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The main ancient source for the story is the Aeneid of Virgil, a Latin epic poem from the time of Augustus. The event is also referred to in Homer's Odyssey.[1] In the Greek tradition, the horse is called the "wooden horse" (δουράτεος ἵππος douráteos híppos in Homeric/Ionic Greek (Odyssey 8.512); δούρειος ἵππος, doúreios híppos in Attic Greek).
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According to Quintus Smyrnaeus, Odysseus thought of building a great wooden horse (the horse being the emblem of Troy), hiding an elite force inside, and fooling the Trojans into wheeling the horse into the city as a trophy. Under the leadership of Epeius, the Greeks built the wooden horse in three days. Odysseus's plan called for one man to remain outside the horse; he would act as though the Greeks had abandoned him, leaving the horse as a gift for the Trojans. An inscription was engraved on the horse reading: "For their return home, the Greeks dedicate this offering to Athena". Then they burned their tents and left to Tenedos by night. Greek soldier Sinon was "abandoned" and was to signal to the Greeks by lighting a beacon.[2] In Virgil's poem, Sinon, the only volunteer for the role, successfully convinces the Trojans that he has been left behind and that the Greeks are gone. Sinon tells the Trojans that the Horse is an offering to the goddess Athena, meant to atone for the previous desecration of her temple at Troy by the Greeks and ensure a safe journey home for the Greek fleet. Sinon tells the Trojans that the Horse was built to be too large for them to take it into their city and gain the favor of Athena for themselves.
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While questioning Sinon, the Trojan priest Laocoön guesses the plot and warns the Trojans, in Virgil's famous line Timeo Danaos et dona ferentes ("I fear Greeks, even those bearing gifts"),[3] Danai (acc Danaos) or Danaans (Homer's name for the Greeks) being the ones who had built the Trojan Horse. However, the god Poseidon sends two sea serpents to strangle him and his sons Antiphantes and Thymbraeus before any Trojan heeds his warning. According to Apollodorus the two serpents were sent by Apollo, whom Laocoon had insulted by sleeping with his wife in front of the "divine image".[4] In the Odyssey, Homer says that Helen of Troy also guesses the plot and tries to trick and uncover the Greek soldiers inside the horse by imitating the voices of their wives, and Anticlus attempts to answer, but Odysseus shuts his mouth with his hand.[5] King Priam's daughter Cassandra, the soothsayer of Troy, insists that the horse will be the downfall of the city and its royal family. She too is ignored, hence their doom and loss of the war.[6]
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Setting: Troy (modern Hisarlik, Turkey)
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Period: Bronze Age
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Traditional dating: c. 1194–1184 BC
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Modern dating: c. 1260–1180 BC
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Outcome: Greek victory, destruction of Troy
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Caused the war:
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On the Greek side:
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On the Trojan side:
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This incident is mentioned in the Odyssey:
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What a thing was this, too, which that mighty man wrought and endured in the carven horse, wherein all we chiefs of the Argives were sitting, bearing to the Trojans death and fate![7]
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But come now, change thy theme, and sing of the building of the horse of wood, which Epeius made with Athena's help, the horse which once Odysseus led up into the citadel as a thing of guile, when he had filled it with the men who sacked Ilios.[8]
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The most detailed and most familiar version is in Virgil's Aeneid, Book II[9] (trans. A. S. Kline).
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After many years have slipped by, the leaders of the Greeks,
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opposed by the Fates, and damaged by the war,
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build a horse of mountainous size, through Pallas's divine art,
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and weave planks of fir over its ribs
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they pretend it's a votive offering: this rumour spreads.
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They secretly hide a picked body of men, chosen by lot,
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there, in the dark body, filling the belly and the huge
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cavernous insides with armed warriors.
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[...]
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Then Laocoön rushes down eagerly from the heights
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of the citadel, to confront them all, a large crowd with him,
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and shouts from far off: "O unhappy citizens, what madness?
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Do you think the enemy's sailed away? Or do you think
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any Greek gift's free of treachery? Is that Ulysses's reputation?
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Either there are Greeks in hiding, concealed by the wood,
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or it's been built as a machine to use against our walls,
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or spy on our homes, or fall on the city from above,
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or it hides some other trick: Trojans, don't trust this horse.
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Whatever it is, I'm afraid of Greeks even those bearing gifts."
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Book II includes Laocoön saying: "Equo ne credite, Teucri. Quidquid id est, timeo Danaos et dona ferentes." ("Do not trust the horse, Trojans! Whatever it is, I fear the Danaans [Greeks], even those bearing gifts.")
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Well before Virgil, the story is also alluded to in Greek classical literature. In Euripides' play Trojan Women, written in 415 BC, the god Poseidon proclaims: "For, from his home beneath Parnassus, Phocian Epeus, aided by the craft of Pallas, framed a horse to bear within its womb an armed host, and sent it within the battlements, fraught with death; whence in days to come men shall tell of 'the wooden horse,' with its hidden load of warriors."[10]
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Thirty of the Achaeans' best warriors hid in the Trojan horse's womb and two spies in its mouth. Other sources give different numbers: The Bibliotheca 50;[11] Tzetzes 23;[12] and Quintus Smyrnaeus gives the names of 30, but says there were more.[13] In late tradition the number was standardized at 40. Their names follow:
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There has been speculation that the Trojan Horse may have been a battering ram or other sort of siege engine resembling, to some extent, a horse, and that the description of the use of this device was then transformed into a myth by later oral historians who were not present at the battle and were unaware of that meaning of the name. Assyrians at the time used siege machines with animal names, often covered with dampened horse hides to protect against flaming arrows; it is possible that the Trojan Horse was such.[14] Pausanias, who lived in the 2nd century AD, wrote in his book Description of Greece "That the work of Epeius was a contrivance to make a breach in the Trojan wall is known to everybody who does not attribute utter silliness to the Phrygians"[15] where, by Phrygians, he means the Trojans.
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Some authors have suggested that the gift might also have been a ship, with warriors hidden inside.[16] It has been noted that the terms used to put men in the horse are those used by ancient Greek authors when describing the embarkation of men on a ship, and that there are analogies between the building of ships by Paris at the beginning of the Trojan saga and the building of the horse at the end;[17] ships are called "sea-horses" once in the Odyssey.[18] This view has recently gained support from naval archaeology:[19][20] ancient text and images show that a Phoenician merchant ship type decorated with a horse head, called hippos ('horse') by Greeks, became very diffuse in the Levant area around the beginning of the first millennium BC, being used to trade precious metals, and sometimes to pay tribute after the end of a war;[20] it is suggested therefore that the original story viewed the Greek soldiers hiding inside the hull of such a vessel, possibly disguised as a tribute, and that at some time this term was misunderstood in the oral transmission of the story, giving origin to the Trojan horse myth.
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A more speculative theory, originally proposed by Fritz Schachermeyr, states that the Trojan Horse is a metaphor for a destructive earthquake that damaged the walls of Troy and allowed the Greeks in.[21] In his theory, the horse represents Poseidon, who as well as being god of the sea was also god of horses and earthquakes. This theory is supported by the fact that archaeological digs have found that Troy VI was heavily damaged in an earthquake,[21] but is hard to square with the mythological claim that Poseidon himself built the walls of Troy in the first place.[22]
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Pictorial representations of the Trojan Horse earlier than, or contemporary to, the first literary appearances of the episode can help clarify what was the meaning of the story as perceived by its contemporary audience. There are few ancient (before 480 BC) depictions of the Trojan Horse surviving.[23][24] The earliest is on a Boeotian fibula dating from about 700 BC.[25][26] Other early depictions are found on two relief pithoi from the Greek islands Mykonos and Tinos, both generally dated between 675 and 650 BC. The one from Mykonos (see figure) is known as the Mykonos vase.[23][27] Historian Michael Wood dates the Mykonos vase to the eighth century BC, before the written accounts attributed by tradition to Homer, and posits this as evidence that the story of the Trojan Horse existed before those accounts were written.[28] Other archaic representations of the Trojan horse are found on a Corinthian aryballos dating back to 560 BC[23] (see figure), on a vase fragment to 540 BC (see figure), and on an Etruscan carnelian scarab.[29]
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The earliest known depiction of the Trojan Horse,[23] on a bronze fibula (ca. 700 BC), note the wheels and the square openings on the horse's side
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The Mykonos vase (750 to 650 BC), with one of the earliest known renditions of the Trojan Horse, (note the depiction of the faces of hidden warriors shown on the horse's side)
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Depiction of the Trojan Horse on a Corinthian aryballos (ca. 560 BC) found in Cerveteri (Italy)
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Warriors leaving the Trojan Horse, fragment of an attic black-figure krater from Orbetello (Italy), ca. 540 BC
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It is used metaphorically to mean any trick or strategy that causes a target to invite a foe into a securely protected place; or to deceive by appearance, hiding malevolent intent in an outwardly benign exterior; to subvert from within using deceptive means.[30][31][32]
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Pokémon[a] (English: /ˈpoʊkɪˌmɒn, -ki-, -keɪ-/),[1][2][3] also known as Pocket Monsters[b] in Japan, is a Japanese media franchise managed by the Pokémon Company, a company founded and with shares divided between Nintendo, Game Freak, and Creatures.[4] The franchise copyright and Japanese trademark is shared by all three companies,[5] but Nintendo is the sole owner of the trademark in other countries.[6] The franchise was created by Satoshi Tajiri in 1995,[7] and is centered on fictional creatures called "Pokémon", which humans, known as Pokémon Trainers, catch and train to battle each other for sport. The English slogan for the franchise is "Gotta Catch 'Em All".[8][9] Works within the franchise are set in the Pokémon universe.
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The franchise began as Pokémon Red and Green (later released outside of Japan as Pokémon Red and Blue), a pair of video games for the original Game Boy handheld system that were developed by Game Freak and published by Nintendo in February 1996. It soon became a media mix franchise adapted into various different media.[10] Pokémon has since become the highest-grossing media franchise of all time,[11][12][13] with $90 billion in total franchise revenue.[14][15] The original video game series is the second-best-selling video game franchise (behind Nintendo's Mario franchise)[16] with more than 346 million copies sold[17] and one billion mobile downloads,[18] and it spawned a hit anime television series that has become the most successful video game adaptation[19] with over 20 seasons and 1,000 episodes in 169 countries.[17] In addition, the Pokémon franchise includes the world's top-selling toy brand,[20] the top-selling trading card game[21] with over 28.8 billion cards sold,[17] an anime film series, a live-action film, books, manga comics, music, merchandise, and a theme park. The franchise is also represented in other Nintendo media, such as the Super Smash Bros. series.
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In November 2005, 4Kids Entertainment, which had managed the non-game related licensing of Pokémon, announced that it had agreed not to renew the Pokémon representation agreement. The Pokémon Company International oversees all Pokémon licensing outside Asia.[22] In 2006, the franchise celebrated its tenth anniversary.[23] In 2016, the Pokémon Company celebrated Pokémon's 20th anniversary by airing an ad during Super Bowl 50 in January and issuing re-releases of the 1996 Game Boy games Pokémon Red, Green (only in Japan), and Blue, and the 1998 Game Boy Color game Pokémon Yellow for the Nintendo 3DS on February 26, 2016.[24][25] The mobile augmented reality game Pokémon Go was released in July 2016.[26] The first live-action film in the franchise, Pokémon Detective Pikachu, based on the 2018 Nintendo 3DS spinoff game Detective Pikachu, was released in 2019.[11] The most recently released games, Pokémon Sword and Shield, were released worldwide on the Nintendo Switch on November 15, 2019.[27]
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The name Pokémon is the portmanteau of the Japanese brand Pocket Monsters.[28] The term "Pokémon", in addition to referring to the Pokémon franchise itself, also collectively refers to the 896 fictional species that have made appearances in Pokémon media as of the release of the eighth generation titles Pokémon Sword and Shield. "Pokémon" is identical in the singular and plural, as is each individual species name; it is grammatically correct to say "one Pokémon" and "many Pokémon", as well as "one Pikachu" and "many Pikachu".[29]
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Pokémon executive director Satoshi Tajiri first thought of Pokémon, albeit with a different concept and name, around 1989, when the Game Boy was released. The concept of the Pokémon universe, in both the video games and the general fictional world of Pokémon, stems from the hobby of insect collecting, a popular pastime which Tajiri enjoyed as a child.[30] Players are designated as Pokémon Trainers and have three general goals: to complete the regional Pokédex by collecting all of the available Pokémon species found in the fictional region where a game takes place, to complete the national Pokédex by transferring Pokémon from other regions, and to train a team of powerful Pokémon from those they have caught to compete against teams owned by other Trainers so they may eventually win the Pokémon League and become the regional Champion. These themes of collecting, training, and battling are present in almost every version of the Pokémon franchise, including the video games, the anime and manga series, and the Pokémon Trading Card Game.
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In most incarnations of the Pokémon universe, a Trainer who encounters a wild Pokémon is able to capture that Pokémon by throwing a specially designed, mass-producible spherical tool called a Poké Ball at it. If the Pokémon is unable to escape the confines of the Poké Ball, it is considered to be under the ownership of that Trainer. Afterwards, it will obey whatever commands it receives from its new Trainer, unless the Trainer demonstrates such a lack of experience that the Pokémon would rather act on its own accord. Trainers can send out any of their Pokémon to wage non-lethal battles against other Pokémon; if the opposing Pokémon is wild, the Trainer can capture that Pokémon with a Poké Ball, increasing their collection of creatures. In Pokémon Go, and in Pokémon: Let's Go, Pikachu! and Let's Go, Eevee!, wild Pokémon encountered by players can be caught in Poké Balls, but generally cannot be battled. Pokémon already owned by other Trainers cannot be captured, except under special circumstances in certain side games. If a Pokémon fully defeats an opponent in battle so that the opponent is knocked out ("faints"), the winning Pokémon gains experience points and may level up. Beginning with Pokémon X and Y, experience points are also gained from catching Pokémon in Poké Balls. When leveling up, the Pokémon's battling aptitude statistics ("stats", such as "Attack" and "Speed") increase. At certain levels, the Pokémon may also learn new moves, which are techniques used in battle. In addition, many species of Pokémon can undergo a form of metamorphosis and transform into a similar but stronger species of Pokémon, a process called evolution; this process occurs spontaneously under differing circumstances, and is itself a central theme of the series. Some species of Pokémon may undergo a maximum of two evolutionary transformations, while others may undergo only one, and others may not evolve at all. For example, the Pokémon Pichu may evolve into Pikachu, which in turn may evolve into Raichu, following which no further evolutions may occur. Pokémon X and Y introduced the concept of "Mega Evolution," by which certain fully evolved Pokémon may temporarily undergo an additional evolution into a stronger form for the purpose of battling; this evolution is considered a special case, and unlike other evolutionary stages, is reversible.
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In the main series, each game's single-player mode requires the Trainer to raise a team of Pokémon to defeat many non-player character (NPC) Trainers and their Pokémon. Each game lays out a somewhat linear path through a specific region of the Pokémon world for the Trainer to journey through, completing events and battling opponents along the way (including foiling the plans of an 'evil' team of Pokémon Trainers who serve as antagonists to the player). Excluding Pokémon Sun and Moon and Pokémon Ultra Sun and Ultra Moon, the games feature eight powerful Trainers, referred to as Gym Leaders, that the Trainer must defeat in order to progress. As a reward, the Trainer receives a Gym Badge, and once all eight badges are collected, the Trainer is eligible to challenge the region's Pokémon League, where four talented trainers (referred to collectively as the "Elite Four") challenge the Trainer to four Pokémon battles in succession. If the trainer can overcome this gauntlet, they must challenge the Regional Champion, the master Trainer who had previously defeated the Elite Four. Any Trainer who wins this last battle becomes the new champion.
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All of the licensed Pokémon properties overseen by the Pokémon Company International are divided roughly by generation. These generations are roughly chronological divisions by release; every several years, when a sequel to the 1996 role-playing video games Pokémon Red and Green is released that features new Pokémon, characters, and gameplay concepts, that sequel is considered the start of a new generation of the franchise. The main Pokémon video games and their spin-offs, the anime, manga, and trading card game are all updated with the new Pokémon properties each time a new generation begins.[32] Some Pokémon from the newer games appear in anime episodes or films months, or even years, before the game they were programmed for came out. The first generation began in Japan with Pokémon Red and Green on the Game Boy. As of 2020, there currently are eight generations of main series video games. The most recent games in the main series, Pokémon Sword and Shield, began the eighth and latest generation and were released worldwide for the Nintendo Switch on November 15, 2019.[33][34][35]
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Pokémon, also known as Pokémon the Series to Western audiences since 2013, is an anime television series based on the Pokémon video game series. It was originally broadcast on TV Tokyo in 1997. To date, the anime has produced and aired over 1,000 episodes, divided into 7 series in Japan and 22 seasons internationally. It is one of the longest currently running anime series.[38]
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The anime follows the quest of the main character, Ash Ketchum (known as Satoshi in Japan), a Pokémon Master in training, as he and a small group of friends travel around the world of Pokémon along with their Pokémon partners.[39]
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Various children's books, collectively known as Pokémon Junior, are also based on the anime.[40]
|
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A new seven part anime series called Pokémon: Twilight Wings began airing on YouTube in 2020.[41] The series was animated by Studio Colorido.[42]
|
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To date, there have been 23 animated theatrical Pokémon films (one in the making for July 2020[43]), which have been directed by Kunihiko Yuyama and Tetsuo Yajima, and distributed in Japan by Toho since 1998. The pair of films, Pokémon the Movie: Black—Victini and Reshiram and White—Victini and Zekrom are considered together as one film. Collectibles, such as promotional trading cards, have been available with some of the films. Since the 20th film, the films have been set in an alternate continuity separate from the anime series.
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List of Pokémon animated theatrical films
|
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A reboot to the film franchise began with the release of the 20th movie, Pokémon the Movie: I Choose You!, in Japan on July 15, 2017. It was followed by a continuation, Pokémon the Movie: The Power of Us, which was released in Japan on July 13, 2018.
|
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A live-action Pokémon film directed by Rob Letterman, produced by Legendary Entertainment,[48] and distributed in Japan by Toho and internationally by Warner Bros.[49] began filming in January 2018.[50] On August 24, the film's official title was announced as Pokémon Detective Pikachu.[51] It was released on May 10, 2019.[11] The film is based on the 2018 Nintendo 3DS spin-off video game Detective Pikachu. Development of a sequel was announced in January 2019, before the release of the first film.[52]
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Pokémon CDs have been released in North America, some of them in conjunction with the theatrical releases of the first three and the 20th Pokémon films. These releases were commonplace until late 2001. On March 27, 2007, a tenth anniversary CD was released containing 18 tracks from the English dub; this was the first English-language release in over five years. Soundtracks of the Pokémon feature films have been released in Japan each year in conjunction with the theatrical releases. In 2017, a soundtrack album featuring music from the North American versions of the 17th through 20th movies was released.
|
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^ The exact date of release is unknown.
|
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^ Featuring music from Pokémon the Movie: Diancie and the Cocoon of Destruction, Pokémon the Movie: Hoopa and the Clash of Ages, Pokémon the Movie: Volcanion and the Mechanical Marvel, and Pokémon the Movie: I Choose You!
|
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The Pokémon Trading Card Game (TCG) is a collectible card game with a goal similar to a Pokémon battle in the video game series. Players use Pokémon cards, with individual strengths and weaknesses, in an attempt to defeat their opponent by "knocking out" their Pokémon cards.[55] The game was published in North America by Wizards of the Coast in 1999.[56] With the release of the Game Boy Advance video games Pokémon Ruby and Sapphire, the Pokémon Company took back the card game from Wizards of the Coast and started publishing the cards themselves.[56] The Expedition expansion introduced the Pokémon-e Trading Card Game, where the cards (for the most part) were compatible with the Nintendo e-Reader. Nintendo discontinued its production of e-Reader compatible cards with the release of FireRed and LeafGreen. In 1998, Nintendo released a Game Boy Color version of the trading card game in Japan; Pokémon Trading Card Game was subsequently released to the US and Europe in 2000. The game included digital versions cards from the original set of cards and the first two expansions (Jungle and Fossil), as well as several cards exclusive to the game. A sequel was released in Japan in 2001.[57]
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There are various Pokémon manga series, four of which were released in English by Viz Media, and seven of them released in English by Chuang Yi. The manga series vary from game-based series to being based on the anime and the Trading Card Game. Original stories have also been published. As there are several series created by different authors, most Pokémon manga series differ greatly from each other and other media, such as the anime.[example needed] Pokémon Pocket Monsters and Pokémon Adventures are the two manga in production since the first generation.
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A Pokémon-styled Monopoly board game was released in August 2014.[72]
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Pokémon has been criticized by some fundamentalist Christians over perceived occult and violent themes and the concept of "Pokémon evolution", which they feel goes against the Biblical creation account in Genesis.[73] Sat2000, a satellite television station based in Vatican City, has countered that the Pokémon Trading Card Game and video games are "full of inventive imagination" and have no "harmful moral side effects".[74][75] In the United Kingdom, the "Christian Power Cards" game was introduced in 1999 by David Tate who stated, "Some people aren't happy with Pokémon and want an alternative, others just want Christian games." The game was similar to the Pokémon Trading Card Game but used Biblical figures.[76]
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In 1999, Nintendo stopped manufacturing the Japanese version of the "Koga's Ninja Trick" trading card because it depicted a manji, a traditionally Buddhist symbol with no negative connotations. The Jewish civil rights group Anti-Defamation League complained because the symbol is the reverse of a swastika, a Nazi symbol. The cards were intended for sale in Japan only, but the popularity of Pokémon led to import into the United States with approval from Nintendo. The Anti-Defamation League understood that the portrayed symbol was not intended to offend and acknowledged the sensitivity that Nintendo showed by removing the product.[77][78]
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In 1999, two nine-year-old boys from Merrick, New York sued Nintendo because they claimed the Pokémon Trading Card Game caused their problematic gambling.[79]
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In 2001, Saudi Arabia banned Pokémon games and the trading cards, alleging that the franchise promoted Zionism by displaying the Star of David in the trading cards (a six-pointed star is featured in the card game) as well as other religious symbols such as crosses they associated with Christianity and triangles they associated with Freemasonry; the games also involved gambling, which is in violation of Muslim doctrine.[80][81]
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Pokémon has also been accused of promoting materialism.[82]
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In 2012, PETA criticized the concept of Pokémon as supporting cruelty to animals. PETA compared the game's concept, of capturing animals and forcing them to fight, to cockfights, dog fighting rings and circuses, events frequently criticized for cruelty to animals. PETA released a game spoofing Pokémon where the Pokémon battle their trainers to win their freedom.[83] PETA reaffirmed their objections in 2016 with the release of Pokémon Go, promoting the hashtag #GottaFreeThemAll.[84]
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On December 16, 1997, more than 635 Japanese children were admitted to hospitals with epileptic seizures.[85] It was determined the seizures were caused by watching an episode of Pokémon "Dennō Senshi Porygon", (most commonly translated "Electric Soldier Porygon", season 1, episode 38); as a result, this episode has not been aired since. In this particular episode, there were bright explosions with rapidly alternating blue and red color patterns.[86] It was determined in subsequent research that these strobing light effects cause some individuals to have epileptic seizures, even if the person had no previous history of epilepsy.[87] This incident is a common focus of Pokémon-related parodies in other media, and was lampooned by The Simpsons episode "Thirty Minutes over Tokyo"[88] and the South Park episode "Chinpokomon",[89] among others.
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In March 2000, Morrison Entertainment Group, a toy developer based at Manhattan Beach, California, sued Nintendo over claims that Pokémon infringed on its own Monster in My Pocket characters. A judge ruled there was no infringement and Morrison appealed the ruling. On February 4, 2003, the U.S. Court of Appeals for the Ninth Circuit affirmed the decision by the District Court to dismiss the suit.[90]
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Within its first two days of release, Pokémon Go raised safety concerns among players. Multiple people also suffered minor injuries from falling while playing the game due to being distracted.[91]
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Multiple police departments in various countries have issued warnings, some tongue-in-cheek, regarding inattentive driving, trespassing, and being targeted by criminals due to being unaware of one's surroundings.[92][93] People have suffered various injuries from accidents related to the game,[94][95][96][97] and Bosnian players have been warned to stay out of minefields left over from the 1990s Bosnian War.[98] On July 20, 2016, it was reported that an 18-year-old boy in Chiquimula, Guatemala was shot and killed while playing the game in the late evening hours. This was the first reported death in connection with the app. The boy's 17-year-old cousin, who was accompanying the victim, was shot in the foot. Police speculated that the shooters used the game's GPS capability to find the two.[99]
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Pokémon, being a globally popular franchise, has left a significant mark on today's popular culture. The various species of Pokémon have become pop culture icons; examples include two different Pikachu balloons in the Macy's Thanksgiving Day Parade, Pokémon-themed airplanes operated by All Nippon Airways, merchandise items, and a traveling theme park that was in Nagoya, Japan in 2005 and in Taipei in 2006. Pokémon also appeared on the cover of the U.S. magazine Time in 1999.[100] The Comedy Central show Drawn Together has a character named Ling-Ling who is a parody of Pikachu.[101] Several other shows such as The Simpsons,[102] South Park[103] and Robot Chicken[104] have made references and spoofs of Pokémon, among other series. Pokémon was featured on VH1's I Love the '90s: Part Deux. A live action show based on the anime called Pokémon Live! toured the United States in late 2000.[105] Jim Butcher cites Pokémon as one of the inspirations for the Codex Alera series of novels.[106]
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Pokémon has even made its mark in the realm of science. This includes animals named after Pokémon, such as Stentorceps weedlei (named after the Pokémon Weedle for its resemblance) and Chilicola Charizard Monckton (named after the Pokémon Charizard).[107] There is also a protein named after Pikachu, called Pikachurin.
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In November 2001, Nintendo opened a store called the Pokémon Center in New York, in Rockefeller Center,[108] modeled after the two other Pokémon Center stores in Tokyo and Osaka and named after a staple of the video game series. Pokémon Centers are fictional buildings where Trainers take their injured Pokémon to be healed after combat.[109] The store sold Pokémon merchandise on a total of two floors, with items ranging from collectible shirts to stuffed Pokémon plushies.[110] The store also featured a Pokémon Distributing Machine in which players would place their game to receive an egg of a Pokémon that was being given out at that time. The store also had tables that were open for players of the Pokémon Trading Card Game to duel each other or an employee. The store was closed and replaced by the Nintendo World Store on May 14, 2005.[111] Four Pokémon Center kiosks were put in malls in the Seattle area.[112] The Pokémon Center online store was relaunched on August 6, 2014.[113]
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Professor of Education Joseph Tobin theorizes that the success of the franchise was due to the long list of names that could be learned by children and repeated in their peer groups. Its rich fictional universe provides opportunities for discussion and demonstration of knowledge in front of their peers. The names of the creatures were linked to its characteristics, which converged with the children's belief that names have symbolic power. Children can pick their favourite Pokémon and affirm their individuality while at the same time affirming their conformance to the values of the group, and they can distinguish themselves from others by asserting what they liked and what they did not like from every chapter. Pokémon gained popularity because it provides a sense of identity to a wide variety of children, and lost it quickly when many of those children found that the identity groups were too big and searched for identities that would distinguish them into smaller groups.[114]
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Pokémon's history has been marked at times by rivalry with the Digimon media franchise that debuted at a similar time. Described as "the other 'mon'" by IGN's Juan Castro, Digimon has not enjoyed Pokémon's level of international popularity or success, but has maintained a dedicated fanbase.[115] IGN's Lucas M. Thomas stated that Pokémon is Digimon's "constant competition and comparison", attributing the former's relative success to the simplicity of its evolution mechanic as opposed to Digivolution.[116] The two have been noted for conceptual and stylistic similarities by sources such as GameZone.[117] A debate among fans exists over which of the two franchises came first.[118] In actuality, the first Pokémon media, Pokémon Red and Green, were released initially on February 27, 1996;[119] whereas the Digimon virtual pet was released on June 26, 1997.
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While Pokémon's target demographic is children, early purchasers of Pokémon Omega Ruby and Alpha Sapphire were in their 20s.[120] Many fans are adults who originally played the games as children and had later returned to the series.[121]
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Numerous fan sites exist for the Pokémon franchise, including Bulbapedia, a wiki-based encyclopedia,[122][123][124] and Serebii,[125] a news and reference website.[126] Other large fan communities exist on other platforms, such as the r/pokemon subreddit with over 2.2 million subscribers.[127]
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A significant community around the Pokémon video games' metagame has existed for a long time, analyzing the best ways to use each Pokémon to their full potential in competitive battles. The most prolific competitive community is Smogon University, which has created a widely accepted tier-based battle system.[128]
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Smogon is affiliated with an online Pokémon game called Pokémon Showdown, in which players create a team and battle against other players around the world using the competitive tiers created by Smogon.[129]
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In early 2014, an anonymous video streamer on Twitch launched Twitch Plays Pokémon, an experiment trying to crowdsource playing subsequent Pokémon games, starting with Pokémon Red.[130][131]
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A challenge called the Nuzlocke Challenge allows players to only capture the first Pokémon encountered in each area. If they do not succeed in capturing that Pokémon, there are no second chances. When a Pokémon faints, it is considered "dead" and must be released or stored in the PC permanently.[132] If the player faints, the game is considered over, and the player must restart.[133] The original idea consisted of 2 to 3 rules that the community has built upon. There are many fan made Pokémon games that contain a game mode similar to the Nuzlocke Challenge, such as Pokémon Uranium.[134]
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A study at Stanford Neurosciences published in Nature performed magnetic resonance imaging scans of 11 Pokémon experts and 11 controls, finding that seeing Pokémon stimulated activity in the visual cortex, in a different place than is triggered by recognizing faces, places or words, demonstrating the brain's ability to create such specialized areas.[135]
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1 |
+
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2 |
+
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3 |
+
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4 |
+
|
5 |
+
at least 48 published
|
6 |
+
|
7 |
+
The horse (Equus ferus caballus)[2][3] is one of two extant subspecies of Equus ferus. It is an odd-toed ungulate mammal belonging to the taxonomic family Equidae. The horse has evolved over the past 45 to 55 million years from a small multi-toed creature, Eohippus, into the large, single-toed animal of today. Humans began domesticating horses around 4000 BC, and their domestication is believed to have been widespread by 3000 BC. Horses in the subspecies caballus are domesticated, although some domesticated populations live in the wild as feral horses. These feral populations are not true wild horses, as this term is used to describe horses that have never been domesticated, such as the endangered Przewalski's horse, a separate subspecies, and the only remaining true wild horse. There is an extensive, specialized vocabulary used to describe equine-related concepts, covering everything from anatomy to life stages, size, colors, markings, breeds, locomotion, and behavior.
|
8 |
+
|
9 |
+
Horses are adapted to run, allowing them to quickly escape predators, possessing an excellent sense of balance and a strong fight-or-flight response. Related to this need to flee from predators in the wild is an unusual trait: horses are able to sleep both standing up and lying down, with younger horses tending to sleep significantly more than adults.[4] Female horses, called mares, carry their young for approximately 11 months, and a young horse, called a foal, can stand and run shortly following birth. Most domesticated horses begin training under a saddle or in a harness between the ages of two and four. They reach full adult development by age five, and have an average lifespan of between 25 and 30 years.
|
10 |
+
|
11 |
+
Horse breeds are loosely divided into three categories based on general temperament: spirited "hot bloods" with speed and endurance; "cold bloods", such as draft horses and some ponies, suitable for slow, heavy work; and "warmbloods", developed from crosses between hot bloods and cold bloods, often focusing on creating breeds for specific riding purposes, particularly in Europe. There are more than 300 breeds of horse in the world today, developed for many different uses.
|
12 |
+
|
13 |
+
Horses and humans interact in a wide variety of sport competitions and non-competitive recreational pursuits, as well as in working activities such as police work, agriculture, entertainment, and therapy. Horses were historically used in warfare, from which a wide variety of riding and driving techniques developed, using many different styles of equipment and methods of control. Many products are derived from horses, including meat, milk, hide, hair, bone, and pharmaceuticals extracted from the urine of pregnant mares. Humans provide domesticated horses with food, water, and shelter, as well as attention from specialists such as veterinarians and farriers.
|
14 |
+
|
15 |
+
Specific terms and specialized language are used to describe equine anatomy, different life stages, and colors and breeds.
|
16 |
+
|
17 |
+
Depending on breed, management and environment, the modern domestic horse has a life expectancy of 25 to 30 years.[7] Uncommonly, a few animals live into their 40s and, occasionally, beyond.[8] The oldest verifiable record was "Old Billy", a 19th-century horse that lived to the age of 62.[7] In modern times, Sugar Puff, who had been listed in Guinness World Records as the world's oldest living pony, died in 2007 at age 56.[9]
|
18 |
+
|
19 |
+
Regardless of a horse or pony's actual birth date, for most competition purposes a year is added to its age each January 1 of each year in the Northern Hemisphere[7][10] and each August 1 in the Southern Hemisphere.[11] The exception is in endurance riding, where the minimum age to compete is based on the animal's actual calendar age.[12]
|
20 |
+
|
21 |
+
The following terminology is used to describe horses of various ages:
|
22 |
+
|
23 |
+
In horse racing, these definitions may differ: For example, in the British Isles, Thoroughbred horse racing defines colts and fillies as less than five years old.[21] However, Australian Thoroughbred racing defines colts and fillies as less than four years old.[22]
|
24 |
+
|
25 |
+
The height of horses is measured at the highest point of the withers, where the neck meets the back.[23] This point is used because it is a stable point of the anatomy, unlike the head or neck, which move up and down in relation to the body of the horse.
|
26 |
+
|
27 |
+
In English-speaking countries, the height of horses is often stated in units of hands and inches: one hand is equal to 4 inches (101.6 mm). The height is expressed as the number of full hands, followed by a point, then the number of additional inches, and ending with the abbreviation "h" or "hh" (for "hands high"). Thus, a horse described as "15.2 h" is 15 hands plus 2 inches, for a total of 62 inches (157.5 cm) in height.[24]
|
28 |
+
|
29 |
+
The size of horses varies by breed, but also is influenced by nutrition. Light riding horses usually range in height from 14 to 16 hands (56 to 64 inches, 142 to 163 cm) and can weigh from 380 to 550 kilograms (840 to 1,210 lb).[25] Larger riding horses usually start at about 15.2 hands (62 inches, 157 cm) and often are as tall as 17 hands (68 inches, 173 cm), weighing from 500 to 600 kilograms (1,100 to 1,320 lb).[26] Heavy or draft horses are usually at least 16 hands (64 inches, 163 cm) high and can be as tall as 18 hands (72 inches, 183 cm) high. They can weigh from about 700 to 1,000 kilograms (1,540 to 2,200 lb).[27]
|
30 |
+
|
31 |
+
The largest horse in recorded history was probably a Shire horse named Mammoth, who was born in 1848. He stood 21.2 1⁄4 hands (86.25 inches, 219 cm) high and his peak weight was estimated at 1,524 kilograms (3,360 lb).[28] The current record holder for the world's smallest horse is Thumbelina, a fully mature miniature horse affected by dwarfism. She is 17 in (43 cm) tall and weighs 57 lb (26 kg).[29]
|
32 |
+
|
33 |
+
Ponies are taxonomically the same animals as horses. The distinction between a horse and pony is commonly drawn on the basis of height, especially for competition purposes. However, height alone is not dispositive; the difference between horses and ponies may also include aspects of phenotype, including conformation and temperament.
|
34 |
+
|
35 |
+
The traditional standard for height of a horse or a pony at maturity is 14.2 hands (58 inches, 147 cm). An animal 14.2 h or over is usually considered to be a horse and one less than 14.2 h a pony,[30] but there are many exceptions to the traditional standard. In Australia, ponies are considered to be those under 14 hands (56 inches, 142 cm).[31] For competition in the Western division of the United States Equestrian Federation, the cutoff is 14.1 hands (57 inches, 145 cm).[32] The International Federation for Equestrian Sports, the world governing body for horse sport, uses metric measurements and defines a pony as being any horse measuring less than 148 centimetres (58.27 in) at the withers without shoes, which is just over 14.2 h, and 149 centimetres (58.66 in), or just over 14.21⁄2 h, with shoes.[33]
|
36 |
+
|
37 |
+
Height is not the sole criterion for distinguishing horses from ponies. Breed registries for horses that typically produce individuals both under and over 14.2 h consider all animals of that breed to be horses regardless of their height.[34] Conversely, some pony breeds may have features in common with horses, and individual animals may occasionally mature at over 14.2 h, but are still considered to be ponies.[35]
|
38 |
+
|
39 |
+
Ponies often exhibit thicker manes, tails, and overall coat. They also have proportionally shorter legs, wider barrels, heavier bone, shorter and thicker necks, and short heads with broad foreheads. They may have calmer temperaments than horses and also a high level of intelligence that may or may not be used to cooperate with human handlers.[30] Small size, by itself, is not an exclusive determinant. For example, the Shetland pony which averages 10 hands (40 inches, 102 cm), is considered a pony.[30] Conversely, breeds such as the Falabella and other miniature horses, which can be no taller than 30 inches (76 cm), are classified by their registries as very small horses, not ponies.[36]
|
40 |
+
|
41 |
+
Horses have 64 chromosomes.[37] The horse genome was sequenced in 2007. It contains 2.7 billion DNA base pairs,[38] which is larger than the dog genome, but smaller than the human genome or the bovine genome.[39] The map is available to researchers.[40]
|
42 |
+
|
43 |
+
Horses exhibit a diverse array of coat colors and distinctive markings, described by a specialized vocabulary. Often, a horse is classified first by its coat color, before breed or sex.[41] Horses of the same color may be distinguished from one another by white markings,[42] which, along with various spotting patterns, are inherited separately from coat color.[43]
|
44 |
+
|
45 |
+
Many genes that create horse coat colors and patterns have been identified. Current genetic tests can identify at least 13 different alleles influencing coat color,[44] and research continues to discover new genes linked to specific traits. The basic coat colors of chestnut and black are determined by the gene controlled by the Melanocortin 1 receptor,[45] also known as the "extension gene" or "red factor,"[44] as its recessive form is "red" (chestnut) and its dominant form is black.[46] Additional genes control suppression of black color to point coloration that results in a bay, spotting patterns such as pinto or leopard, dilution genes such as palomino or dun, as well as graying, and all the other factors that create the many possible coat colors found in horses.[44]
|
46 |
+
|
47 |
+
Horses that have a white coat color are often mislabeled; a horse that looks "white" is usually a middle-aged or older gray. Grays are born a darker shade, get lighter as they age, but usually keep black skin underneath their white hair coat (with the exception of pink skin under white markings). The only horses properly called white are born with a predominantly white hair coat and pink skin, a fairly rare occurrence.[46] Different and unrelated genetic factors can produce white coat colors in horses, including several different alleles of dominant white and the sabino-1 gene.[47] However, there are no "albino" horses, defined as having both pink skin and red eyes.[48]
|
48 |
+
|
49 |
+
Gestation lasts approximately 340 days, with an average range 320–370 days,[49] and usually results in one foal; twins are rare.[50] Horses are a precocial species, and foals are capable of standing and running within a short time following birth.[51] Foals are usually born in the spring. The estrous cycle of a mare occurs roughly every 19–22 days and occurs from early spring into autumn. Most mares enter an anestrus period during the winter and thus do not cycle in this period.[52] Foals are generally weaned from their mothers between four and six months of age.[53]
|
50 |
+
|
51 |
+
Horses, particularly colts, sometimes are physically capable of reproduction at about 18 months, but domesticated horses are rarely allowed to breed before the age of three, especially females.[54] Horses four years old are considered mature, although the skeleton normally continues to develop until the age of six; maturation also depends on the horse's size, breed, sex, and quality of care. Larger horses have larger bones; therefore, not only do the bones take longer to form bone tissue, but the epiphyseal plates are larger and take longer to convert from cartilage to bone. These plates convert after the other parts of the bones, and are crucial to development.[55]
|
52 |
+
|
53 |
+
Depending on maturity, breed, and work expected, horses are usually put under saddle and trained to be ridden between the ages of two and four.[56] Although Thoroughbred race horses are put on the track as young as the age of two in some countries,[57] horses specifically bred for sports such as dressage are generally not put under saddle until they are three or four years old, because their bones and muscles are not solidly developed.[58] For endurance riding competition, horses are not deemed mature enough to compete until they are a full 60 calendar months (five years) old.[12]
|
54 |
+
|
55 |
+
The horse skeleton averages 205 bones.[59] A significant difference between the horse skeleton and that of a human is the lack of a collarbone—the horse's forelimbs are attached to the spinal column by a powerful set of muscles, tendons, and ligaments that attach the shoulder blade to the torso. The horse's four legs and hooves are also unique structures. Their leg bones are proportioned differently from those of a human. For example, the body part that is called a horse's "knee" is actually made up of the carpal bones that correspond to the human wrist. Similarly, the hock contains bones equivalent to those in the human ankle and heel. The lower leg bones of a horse correspond to the bones of the human hand or foot, and the fetlock (incorrectly called the "ankle") is actually the proximal sesamoid bones between the cannon bones (a single equivalent to the human metacarpal or metatarsal bones) and the proximal phalanges, located where one finds the "knuckles" of a human. A horse also has no muscles in its legs below the knees and hocks, only skin, hair, bone, tendons, ligaments, cartilage, and the assorted specialized tissues that make up the hoof.[60]
|
56 |
+
|
57 |
+
The critical importance of the feet and legs is summed up by the traditional adage, "no foot, no horse".[61] The horse hoof begins with the distal phalanges, the equivalent of the human fingertip or tip of the toe, surrounded by cartilage and other specialized, blood-rich soft tissues such as the laminae. The exterior hoof wall and horn of the sole is made of keratin, the same material as a human fingernail.[62] The end result is that a horse, weighing on average 500 kilograms (1,100 lb),[63] travels on the same bones as would a human on tiptoe.[64] For the protection of the hoof under certain conditions, some horses have horseshoes placed on their feet by a professional farrier. The hoof continually grows, and in most domesticated horses needs to be trimmed (and horseshoes reset, if used) every five to eight weeks,[65] though the hooves of horses in the wild wear down and regrow at a rate suitable for their terrain.
|
58 |
+
|
59 |
+
Horses are adapted to grazing. In an adult horse, there are 12 incisors at the front of the mouth, adapted to biting off the grass or other vegetation. There are 24 teeth adapted for chewing, the premolars and molars, at the back of the mouth. Stallions and geldings have four additional teeth just behind the incisors, a type of canine teeth called "tushes". Some horses, both male and female, will also develop one to four very small vestigial teeth in front of the molars, known as "wolf" teeth, which are generally removed because they can interfere with the bit. There is an empty interdental space between the incisors and the molars where the bit rests directly on the gums, or "bars" of the horse's mouth when the horse is bridled.[66]
|
60 |
+
|
61 |
+
An estimate of a horse's age can be made from looking at its teeth. The teeth continue to erupt throughout life and are worn down by grazing. Therefore, the incisors show changes as the horse ages; they develop a distinct wear pattern, changes in tooth shape, and changes in the angle at which the chewing surfaces meet. This allows a very rough estimate of a horse's age, although diet and veterinary care can also affect the rate of tooth wear.[7]
|
62 |
+
|
63 |
+
Horses are herbivores with a digestive system adapted to a forage diet of grasses and other plant material, consumed steadily throughout the day. Therefore, compared to humans, they have a relatively small stomach but very long intestines to facilitate a steady flow of nutrients. A 450-kilogram (990 lb) horse will eat 7 to 11 kilograms (15 to 24 lb) of food per day and, under normal use, drink 38 to 45 litres (8.4 to 9.9 imp gal; 10 to 12 US gal) of water. Horses are not ruminants, they have only one stomach, like humans, but unlike humans, they can utilize cellulose, a major component of grass. Horses are hindgut fermenters. Cellulose fermentation by symbiotic bacteria occurs in the cecum, or "water gut", which food goes through before reaching the large intestine. Horses cannot vomit, so digestion problems can quickly cause colic, a leading cause of death.[67]
|
64 |
+
|
65 |
+
The horses' senses are based on their status as prey animals, where they must be aware of their surroundings at all times.[68] They have the largest eyes of any land mammal,[69] and are lateral-eyed, meaning that their eyes are positioned on the sides of their heads.[70] This means that horses have a range of vision of more than 350°, with approximately 65° of this being binocular vision and the remaining 285° monocular vision.[69] Horses have excellent day and night vision, but they have two-color, or dichromatic vision; their color vision is somewhat like red-green color blindness in humans, where certain colors, especially red and related colors, appear as a shade of green.[71]
|
66 |
+
|
67 |
+
Their sense of smell, while much better than that of humans, is not quite as good as that of a dog. It is believed to play a key role in the social interactions of horses as well as detecting other key scents in the environment. Horses have two olfactory centers. The first system is in the nostrils and nasal cavity, which analyze a wide range of odors. The second, located under the nasal cavity, are the Vomeronasal organs, also called Jacobson's organs. These have a separate nerve pathway to the brain and appear to primarily analyze pheromones.[72]
|
68 |
+
|
69 |
+
A horse's hearing is good,[68] and the pinna of each ear can rotate up to 180°, giving the potential for 360° hearing without having to move the head.[73] Noise impacts the behavior of horses and certain kinds of noise may contribute to stress: A 2013 study in the UK indicated that stabled horses were calmest in a quiet setting, or if listening to country or classical music, but displayed signs of nervousness when listening to jazz or rock music. This study also recommended keeping music under a volume of 21 decibels.[74] An Australian study found that stabled racehorses listening to talk radio had a higher rate of gastric ulcers than horses listening to music, and racehorses stabled where a radio was played had a higher overall rate of ulceration than horses stabled where there was no radio playing.[75]
|
70 |
+
|
71 |
+
Horses have a great sense of balance, due partly to their ability to feel their footing and partly to highly developed proprioception—the unconscious sense of where the body and limbs are at all times.[76] A horse's sense of touch is well-developed. The most sensitive areas are around the eyes, ears, and nose.[77] Horses are able to sense contact as subtle as an insect landing anywhere on the body.[78]
|
72 |
+
|
73 |
+
Horses have an advanced sense of taste, which allows them to sort through fodder and choose what they would most like to eat,[79] and their prehensile lips can easily sort even small grains. Horses generally will not eat poisonous plants, however, there are exceptions; horses will occasionally eat toxic amounts of poisonous plants even when there is adequate healthy food.[80]
|
74 |
+
|
75 |
+
Walk 5–8 km/h (3.1–5.0 mph)
|
76 |
+
|
77 |
+
Trot 8–13 km/h (5.0–8.1 mph)
|
78 |
+
|
79 |
+
Pace 8–13 km/h (5.0–8.1 mph)
|
80 |
+
|
81 |
+
Canter 16–27 km/h (9.9–16.8 mph)
|
82 |
+
|
83 |
+
Gallop 40–48 km/h (25–30 mph), record: 70.76 km/h (43.97 mph)
|
84 |
+
|
85 |
+
All horses move naturally with four basic gaits: the four-beat walk, which averages 6.4 kilometres per hour (4.0 mph); the two-beat trot or jog at 13 to 19 kilometres per hour (8.1 to 11.8 mph) (faster for harness racing horses); the canter or lope, a three-beat gait that is 19 to 24 kilometres per hour (12 to 15 mph); and the gallop.[81] The gallop averages 40 to 48 kilometres per hour (25 to 30 mph),[82] but the world record for a horse galloping over a short, sprint distance is 70.76 kilometres per hour (43.97 mph).[83] Besides these basic gaits, some horses perform a two-beat pace, instead of the trot.[84] There also are several four-beat "ambling" gaits that are approximately the speed of a trot or pace, though smoother to ride. These include the lateral rack, running walk, and tölt as well as the diagonal fox trot.[85] Ambling gaits are often genetic in some breeds, known collectively as gaited horses.[86] Often, gaited horses replace the trot with one of the ambling gaits.[87]
|
86 |
+
|
87 |
+
Horses are prey animals with a strong fight-or-flight response. Their first reaction to a threat is to startle and usually flee, although they will stand their ground and defend themselves when flight is impossible or if their young are threatened.[88] They also tend to be curious; when startled, they will often hesitate an instant to ascertain the cause of their fright, and may not always flee from something that they perceive as non-threatening. Most light horse riding breeds were developed for speed, agility, alertness and endurance; natural qualities that extend from their wild ancestors. However, through selective breeding, some breeds of horses are quite docile, particularly certain draft horses.[89]
|
88 |
+
|
89 |
+
Horses are herd animals, with a clear hierarchy of rank, led by a dominant individual, usually a mare. They are also social creatures that are able to form companionship attachments to their own species and to other animals, including humans. They communicate in various ways, including vocalizations such as nickering or whinnying, mutual grooming, and body language. Many horses will become difficult to manage if they are isolated, but with training, horses can learn to accept a human as a companion, and thus be comfortable away from other horses.[90] However, when confined with insufficient companionship, exercise, or stimulation, individuals may develop stable vices, an assortment of bad habits, mostly stereotypies of psychological origin, that include wood chewing, wall kicking, "weaving" (rocking back and forth), and other problems.[91]
|
90 |
+
|
91 |
+
Studies have indicated that horses perform a number of cognitive tasks on a daily basis, meeting mental challenges that include food procurement and identification of individuals within a social system. They also have good spatial discrimination abilities.[92] They are naturally curious and apt to investigate things they have not seen before.[93] Studies have assessed equine intelligence in areas such as problem solving, speed of learning, and memory. Horses excel at simple learning, but also are able to use more advanced cognitive abilities that involve categorization and concept learning. They can learn using habituation, desensitization, classical conditioning, and operant conditioning, and positive and negative reinforcement.[92] One study has indicated that horses can differentiate between "more or less" if the quantity involved is less than four.[94]
|
92 |
+
|
93 |
+
Domesticated horses may face greater mental challenges than wild horses, because they live in artificial environments that prevent instinctive behavior whilst also learning tasks that are not natural.[92] Horses are animals of habit that respond well to regimentation, and respond best when the same routines and techniques are used consistently. One trainer believes that "intelligent" horses are reflections of intelligent trainers who effectively use response conditioning techniques and positive reinforcement to train in the style that best fits with an individual animal's natural inclinations.[95]
|
94 |
+
|
95 |
+
Horses are mammals, and as such are warm-blooded, or endothermic creatures, as opposed to cold-blooded, or poikilothermic animals. However, these words have developed a separate meaning in the context of equine terminology, used to describe temperament, not body temperature. For example, the "hot-bloods", such as many race horses, exhibit more sensitivity and energy,[96] while the "cold-bloods", such as most draft breeds, are quieter and calmer.[97] Sometimes "hot-bloods" are classified as "light horses" or "riding horses",[98] with the "cold-bloods" classified as "draft horses" or "work horses".[99]
|
96 |
+
|
97 |
+
"Hot blooded" breeds include "oriental horses" such as the Akhal-Teke, Arabian horse, Barb and now-extinct Turkoman horse, as well as the Thoroughbred, a breed developed in England from the older oriental breeds.[96] Hot bloods tend to be spirited, bold, and learn quickly. They are bred for agility and speed.[100] They tend to be physically refined—thin-skinned, slim, and long-legged.[101] The original oriental breeds were brought to Europe from the Middle East and North Africa when European breeders wished to infuse these traits into racing and light cavalry horses.[102][103]
|
98 |
+
|
99 |
+
Muscular, heavy draft horses are known as "cold bloods", as they are bred not only for strength, but also to have the calm, patient temperament needed to pull a plow or a heavy carriage full of people.[97] They are sometimes nicknamed "gentle giants".[104] Well-known draft breeds include the Belgian and the Clydesdale.[104] Some, like the Percheron, are lighter and livelier, developed to pull carriages or to plow large fields in drier climates.[105] Others, such as the Shire, are slower and more powerful, bred to plow fields with heavy, clay-based soils.[106] The cold-blooded group also includes some pony breeds.[107]
|
100 |
+
|
101 |
+
"Warmblood" breeds, such as the Trakehner or Hanoverian, developed when European carriage and war horses were crossed with Arabians or Thoroughbreds, producing a riding horse with more refinement than a draft horse, but greater size and milder temperament than a lighter breed.[108] Certain pony breeds with warmblood characteristics have been developed for smaller riders.[109] Warmbloods are considered a "light horse" or "riding horse".[98]
|
102 |
+
|
103 |
+
Today, the term "Warmblood" refers to a specific subset of sport horse breeds that are used for competition in dressage and show jumping.[110] Strictly speaking, the term "warm blood" refers to any cross between cold-blooded and hot-blooded breeds.[111] Examples include breeds such as the Irish Draught or the Cleveland Bay. The term was once used to refer to breeds of light riding horse other than Thoroughbreds or Arabians, such as the Morgan horse.[100]
|
104 |
+
|
105 |
+
Horses are able to sleep both standing up and lying down. In an adaptation from life in the wild, horses are able to enter light sleep by using a "stay apparatus" in their legs, allowing them to doze without collapsing.[112] Horses sleep better when in groups because some animals will sleep while others stand guard to watch for predators. A horse kept alone will not sleep well because its instincts are to keep a constant eye out for danger.[113]
|
106 |
+
|
107 |
+
Unlike humans, horses do not sleep in a solid, unbroken period of time, but take many short periods of rest. Horses spend four to fifteen hours a day in standing rest, and from a few minutes to several hours lying down. Total sleep time in a 24-hour period may range from several minutes to a couple of hours,[113] mostly in short intervals of about 15 minutes each.[114] The average sleep time of a domestic horse is said to be 2.9 hours per day.[115]
|
108 |
+
|
109 |
+
Horses must lie down to reach REM sleep. They only have to lie down for an hour or two every few days to meet their minimum REM sleep requirements.[113] However, if a horse is never allowed to lie down, after several days it will become sleep-deprived, and in rare cases may suddenly collapse as it involuntarily slips into REM sleep while still standing.[116] This condition differs from narcolepsy, although horses may also suffer from that disorder.[117]
|
110 |
+
|
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The horse adapted to survive in areas of wide-open terrain with sparse vegetation, surviving in an ecosystem where other large grazing animals, especially ruminants, could not.[118] Horses and other equids are odd-toed ungulates of the order Perissodactyla, a group of mammals that was dominant during the Tertiary period. In the past, this order contained 14 families, but only three—Equidae (the horse and related species), Tapiridae (the tapir), and Rhinocerotidae (the rhinoceroses)—have survived to the present day.[119]
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The earliest known member of the family Equidae was the Hyracotherium, which lived between 45 and 55 million years ago, during the Eocene period. It had 4 toes on each front foot, and 3 toes on each back foot.[120] The extra toe on the front feet soon disappeared with the Mesohippus, which lived 32 to 37 million years ago.[121] Over time, the extra side toes shrank in size until they vanished. All that remains of them in modern horses is a set of small vestigial bones on the leg below the knee,[122] known informally as splint bones.[123] Their legs also lengthened as their toes disappeared until they were a hooved animal capable of running at great speed.[122] By about 5 million years ago, the modern Equus had evolved.[124] Equid teeth also evolved from browsing on soft, tropical plants to adapt to browsing of drier plant material, then to grazing of tougher plains grasses. Thus proto-horses changed from leaf-eating forest-dwellers to grass-eating inhabitants of semi-arid regions worldwide, including the steppes of Eurasia and the Great Plains of North America.
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By about 15,000 years ago, Equus ferus was a widespread holarctic species. Horse bones from this time period, the late Pleistocene, are found in Europe, Eurasia, Beringia, and North America.[125] Yet between 10,000 and 7,600 years ago, the horse became extinct in North America and rare elsewhere.[126][127][128] The reasons for this extinction are not fully known, but one theory notes that extinction in North America paralleled human arrival.[129] Another theory points to climate change, noting that approximately 12,500 years ago, the grasses characteristic of a steppe ecosystem gave way to shrub tundra, which was covered with unpalatable plants.[130]
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A truly wild horse is a species or subspecies with no ancestors that were ever domesticated. Therefore, most "wild" horses today are actually feral horses, animals that escaped or were turned loose from domestic herds and the descendants of those animals.[131] Only two never-domesticated subspecies, the tarpan and the Przewalski's horse, survived into recorded history and only the latter survives today.
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The Przewalski's horse (Equus ferus przewalskii), named after the Russian explorer Nikolai Przhevalsky, is a rare Asian animal. It is also known as the Mongolian wild horse; Mongolian people know it as the taki, and the Kyrgyz people call it a kirtag. The subspecies was presumed extinct in the wild between 1969 and 1992, while a small breeding population survived in zoos around the world. In 1992, it was reestablished in the wild due to the conservation efforts of numerous zoos.[132] Today, a small wild breeding population exists in Mongolia.[133][134] There are additional animals still maintained at zoos throughout the world.
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The tarpan or European wild horse (Equus ferus ferus) was found in Europe and much of Asia. It survived into the historical era, but became extinct in 1909, when the last captive died in a Russian zoo.[135] Thus, the genetic line was lost. Attempts have been made to recreate the tarpan,[135][136][137] which resulted in horses with outward physical similarities, but nonetheless descended from domesticated ancestors and not true wild horses.
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Periodically, populations of horses in isolated areas are speculated to be relict populations of wild horses, but generally have been proven to be feral or domestic. For example, the Riwoche horse of Tibet was proposed as such,[134] but testing did not reveal genetic differences from domesticated horses.[138] Similarly, the Sorraia of Portugal was proposed as a direct descendant of the Tarpan based on shared characteristics,[139][140] but genetic studies have shown that the Sorraia is more closely related to other horse breeds and that the outward similarity is an unreliable measure of relatedness.[139][141]
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Besides the horse, there are six other species of genus Equus in the Equidae family. These are the ass or donkey, Equus asinus; the mountain zebra, Equus zebra; plains zebra, Equus quagga; Grévy's zebra, Equus grevyi; the kiang, Equus kiang; and the onager, Equus hemionus.[142]
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Horses can crossbreed with other members of their genus. The most common hybrid is the mule, a cross between a "jack" (male donkey) and a mare. A related hybrid, a hinny, is a cross between a stallion and a jenny (female donkey).[143] Other hybrids include the zorse, a cross between a zebra and a horse.[144] With rare exceptions, most hybrids are sterile and cannot reproduce.[145]
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Domestication of the horse most likely took place in central Asia prior to 3500 BC. Two major sources of information are used to determine where and when the horse was first domesticated and how the domesticated horse spread around the world. The first source is based on palaeological and archaeological discoveries; the second source is a comparison of DNA obtained from modern horses to that from bones and teeth of ancient horse remains.
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The earliest archaeological evidence for the domestication of the horse comes from sites in Ukraine and Kazakhstan, dating to approximately 3500–4000 BC.[146][147][148] By 3000 BC, the horse was completely domesticated and by 2000 BC there was a sharp increase in the number of horse bones found in human settlements in northwestern Europe, indicating the spread of domesticated horses throughout the continent.[149] The most recent, but most irrefutable evidence of domestication comes from sites where horse remains were interred with chariots in graves of the Sintashta and Petrovka cultures c. 2100 BC.[150]
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Domestication is also studied by using the genetic material of present-day horses and comparing it with the genetic material present in the bones and teeth of horse remains found in archaeological and palaeological excavations. The variation in the genetic material shows that very few wild stallions contributed to the domestic horse,[151][152] while many mares were part of early domesticated herds.[141][153][154] This is reflected in the difference in genetic variation between the DNA that is passed on along the paternal, or sire line (Y-chromosome) versus that passed on along the maternal, or dam line (mitochondrial DNA). There are very low levels of Y-chromosome variability,[151][152] but a great deal of genetic variation in mitochondrial DNA.[141][153][154] There is also regional variation in mitochondrial DNA due to the inclusion of wild mares in domestic herds.[141][153][154][155] Another characteristic of domestication is an increase in coat color variation.[156] In horses, this increased dramatically between 5000 and 3000 BC.[157]
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Before the availability of DNA techniques to resolve the questions related to the domestication of the horse, various hypotheses were proposed. One classification was based on body types and conformation, suggesting the presence of four basic prototypes that had adapted to their environment prior to domestication.[107] Another hypothesis held that the four prototypes originated from a single wild species and that all different body types were entirely a result of selective breeding after domestication.[158] However, the lack of a detectable substructure in the horse has resulted in a rejection of both hypotheses.
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Feral horses are born and live in the wild, but are descended from domesticated animals.[131] Many populations of feral horses exist throughout the world.[159][160] Studies of feral herds have provided useful insights into the behavior of prehistoric horses,[161] as well as greater understanding of the instincts and behaviors that drive horses that live in domesticated conditions.[162]
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There are also semi-feral horses in many parts of the world, such as Dartmoor and the New Forest in the UK, where the animals are all privately owned but live for significant amounts of time in "wild" conditions on undeveloped, often public, lands. Owners of such animals often pay a fee for grazing rights.[163][164]
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The concept of purebred bloodstock and a controlled, written breed registry has come to be particularly significant and important in modern times. Sometimes purebred horses are incorrectly or inaccurately called "thoroughbreds". Thoroughbred is a specific breed of horse, while a "purebred" is a horse (or any other animal) with a defined pedigree recognized by a breed registry.[165] Horse breeds are groups of horses with distinctive characteristics that are transmitted consistently to their offspring, such as conformation, color, performance ability, or disposition. These inherited traits result from a combination of natural crosses and artificial selection methods. Horses have been selectively bred since their domestication. An early example of people who practiced selective horse breeding were the Bedouin, who had a reputation for careful practices, keeping extensive pedigrees of their Arabian horses and placing great value upon pure bloodlines.[166] These pedigrees were originally transmitted via an oral tradition.[167] In the 14th century, Carthusian monks of southern Spain kept meticulous pedigrees of bloodstock lineages still found today in the Andalusian horse.[168]
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Breeds developed due to a need for "form to function", the necessity to develop certain characteristics in order to perform a particular type of work.[169] Thus, a powerful but refined breed such as the Andalusian developed as riding horses with an aptitude for dressage.[169] Heavy draft horses were developed out of a need to perform demanding farm work and pull heavy wagons.[170] Other horse breeds had been developed specifically for light agricultural work, carriage and road work, various sport disciplines, or simply as pets.[171] Some breeds developed through centuries of crossing other breeds, while others descended from a single foundation sire, or other limited or restricted foundation bloodstock. One of the earliest formal registries was General Stud Book for Thoroughbreds, which began in 1791 and traced back to the foundation bloodstock for the breed.[172] There are more than 300 horse breeds in the world today.[173]
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Worldwide, horses play a role within human cultures and have done so for millennia. Horses are used for leisure activities, sports, and working purposes. The Food and Agriculture Organization (FAO) estimates that in 2008, there were almost 59,000,000 horses in the world, with around 33,500,000 in the Americas, 13,800,000 in Asia and 6,300,000 in Europe and smaller portions in Africa and Oceania. There are estimated to be 9,500,000 horses in the United States alone.[174] The American Horse Council estimates that horse-related activities have a direct impact on the economy of the United States of over $39 billion, and when indirect spending is considered, the impact is over $102 billion.[175] In a 2004 "poll" conducted by Animal Planet, more than 50,000 viewers from 73 countries voted for the horse as the world's 4th favorite animal.[176]
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Communication between human and horse is paramount in any equestrian activity;[177] to aid this process horses are usually ridden with a saddle on their backs to assist the rider with balance and positioning, and a bridle or related headgear to assist the rider in maintaining control.[178] Sometimes horses are ridden without a saddle,[179] and occasionally, horses are trained to perform without a bridle or other headgear.[180] Many horses are also driven, which requires a harness, bridle, and some type of vehicle.[181]
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Historically, equestrians honed their skills through games and races. Equestrian sports provided entertainment for crowds and honed the excellent horsemanship that was needed in battle. Many sports, such as dressage, eventing and show jumping, have origins in military training, which were focused on control and balance of both horse and rider. Other sports, such as rodeo, developed from practical skills such as those needed on working ranches and stations. Sport hunting from horseback evolved from earlier practical hunting techniques.[177] Horse racing of all types evolved from impromptu competitions between riders or drivers. All forms of competition, requiring demanding and specialized skills from both horse and rider, resulted in the systematic development of specialized breeds and equipment for each sport. The popularity of equestrian sports through the centuries has resulted in the preservation of skills that would otherwise have disappeared after horses stopped being used in combat.[177]
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Horses are trained to be ridden or driven in a variety of sporting competitions. Examples include show jumping, dressage, three-day eventing, competitive driving, endurance riding, gymkhana, rodeos, and fox hunting.[182] Horse shows, which have their origins in medieval European fairs, are held around the world. They host a huge range of classes, covering all of the mounted and harness disciplines, as well as "In-hand" classes where the horses are led, rather than ridden, to be evaluated on their conformation. The method of judging varies with the discipline, but winning usually depends on style and ability of both horse and rider.[183]
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Sports such as polo do not judge the horse itself, but rather use the horse as a partner for human competitors as a necessary part of the game. Although the horse requires specialized training to participate, the details of its performance are not judged, only the result of the rider's actions—be it getting a ball through a goal or some other task.[184] Examples of these sports of partnership between human and horse include jousting, in which the main goal is for one rider to unseat the other,[185] and buzkashi, a team game played throughout Central Asia, the aim being to capture a goat carcass while on horseback.[184]
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Horse racing is an equestrian sport and major international industry, watched in almost every nation of the world. There are three types: "flat" racing; steeplechasing, i.e. racing over jumps; and harness racing, where horses trot or pace while pulling a driver in a small, light cart known as a sulky.[186] A major part of horse racing's economic importance lies in the gambling associated with it.[187]
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There are certain jobs that horses do very well, and no technology has yet developed to fully replace them. For example, mounted police horses are still effective for certain types of patrol duties and crowd control.[188] Cattle ranches still require riders on horseback to round up cattle that are scattered across remote, rugged terrain.[189] Search and rescue organizations in some countries depend upon mounted teams to locate people, particularly hikers and children, and to provide disaster relief assistance.[190] Horses can also be used in areas where it is necessary to avoid vehicular disruption to delicate soil, such as nature reserves. They may also be the only form of transport allowed in wilderness areas. Horses are quieter than motorized vehicles. Law enforcement officers such as park rangers or game wardens may use horses for patrols, and horses or mules may also be used for clearing trails or other work in areas of rough terrain where vehicles are less effective.[191]
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Although machinery has replaced horses in many parts of the world, an estimated 100 million horses, donkeys and mules are still used for agriculture and transportation in less developed areas. This number includes around 27 million working animals in Africa alone.[192] Some land management practices such as cultivating and logging can be efficiently performed with horses. In agriculture, less fossil fuel is used and increased environmental conservation occurs over time with the use of draft animals such as horses.[193][194] Logging with horses can result in reduced damage to soil structure and less damage to trees due to more selective logging.[195]
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Horses have been used in warfare for most of recorded history. The first archaeological evidence of horses used in warfare dates to between 4000 and 3000 BC,[196] and the use of horses in warfare was widespread by the end of the Bronze Age.[197][198] Although mechanization has largely replaced the horse as a weapon of war, horses are still seen today in limited military uses, mostly for ceremonial purposes, or for reconnaissance and transport activities in areas of rough terrain where motorized vehicles are ineffective. Horses have been used in the 21st century by the Janjaweed militias in the War in Darfur.[199]
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Modern horses are often used to reenact many of their historical work purposes. Horses are used, complete with equipment that is authentic or a meticulously recreated replica, in various live action historical reenactments of specific periods of history, especially recreations of famous battles.[200] Horses are also used to preserve cultural traditions and for ceremonial purposes. Countries such as the United Kingdom still use horse-drawn carriages to convey royalty and other VIPs to and from certain culturally significant events.[201] Public exhibitions are another example, such as the Budweiser Clydesdales, seen in parades and other public settings, a team of draft horses that pull a beer wagon similar to that used before the invention of the modern motorized truck.[202]
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Horses are frequently used in television, films and literature. They are sometimes featured as a major character in films about particular animals, but also used as visual elements that assure the accuracy of historical stories.[203] Both live horses and iconic images of horses are used in advertising to promote a variety of products.[204] The horse frequently appears in coats of arms in heraldry, in a variety of poses and equipment.[205] The mythologies of many cultures, including Greco-Roman, Hindu, Islamic, and Norse, include references to both normal horses and those with wings or additional limbs, and multiple myths also call upon the horse to draw the chariots of the Moon and Sun.[206] The horse also appears in the 12-year cycle of animals in the Chinese zodiac related to the Chinese calendar.[207]
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People of all ages with physical and mental disabilities obtain beneficial results from an association with horses. Therapeutic riding is used to mentally and physically stimulate disabled persons and help them improve their lives through improved balance and coordination, increased self-confidence, and a greater feeling of freedom and independence.[208] The benefits of equestrian activity for people with disabilities has also been recognized with the addition of equestrian events to the Paralympic Games and recognition of para-equestrian events by the International Federation for Equestrian Sports (FEI).[209] Hippotherapy and therapeutic horseback riding are names for different physical, occupational, and speech therapy treatment strategies that utilize equine movement. In hippotherapy, a therapist uses the horse's movement to improve their patient's cognitive, coordination, balance, and fine motor skills, whereas therapeutic horseback riding uses specific riding skills.[210]
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Horses also provide psychological benefits to people whether they actually ride or not. "Equine-assisted" or "equine-facilitated" therapy is a form of experiential psychotherapy that uses horses as companion animals to assist people with mental illness, including anxiety disorders, psychotic disorders, mood disorders, behavioral difficulties, and those who are going through major life changes.[211] There are also experimental programs using horses in prison settings. Exposure to horses appears to improve the behavior of inmates and help reduce recidivism when they leave.[212]
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Horses are raw material for many products made by humans throughout history, including byproducts from the slaughter of horses as well as materials collected from living horses.
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Products collected from living horses include mare's milk, used by people with large horse herds, such as the Mongols, who let it ferment to produce kumis.[213] Horse blood was once used as food by the Mongols and other nomadic tribes, who found it a convenient source of nutrition when traveling. Drinking their own horses' blood allowed the Mongols to ride for extended periods of time without stopping to eat.[213] The drug Premarin is a mixture of estrogens extracted from the urine of pregnant mares (pregnant mares' urine), and was previously a widely used drug for hormone replacement therapy.[214] The tail hair of horses can be used for making bows for string instruments such as the violin, viola, cello, and double bass.[215]
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Horse meat has been used as food for humans and carnivorous animals throughout the ages. Approximately 5 million horses are slaughtered each year for meat worldwide.[216] It is eaten in many parts of the world, though consumption is taboo in some cultures,[217] and a subject of political controversy in others.[218] Horsehide leather has been used for boots, gloves, jackets,[219] baseballs,[220] and baseball gloves. Horse hooves can also be used to produce animal glue.[221] Horse bones can be used to make implements.[222] Specifically, in Italian cuisine, the horse tibia is sharpened into a probe called a spinto, which is used to test the readiness of a (pig) ham as it cures.[223] In Asia, the saba is a horsehide vessel used in the production of kumis.[224]
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Horses are grazing animals, and their major source of nutrients is good-quality forage from hay or pasture.[225] They can consume approximately 2% to 2.5% of their body weight in dry feed each day. Therefore, a 450-kilogram (990 lb) adult horse could eat up to 11 kilograms (24 lb) of food.[226] Sometimes, concentrated feed such as grain is fed in addition to pasture or hay, especially when the animal is very active.[227] When grain is fed, equine nutritionists recommend that 50% or more of the animal's diet by weight should still be forage.[228]
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Horses require a plentiful supply of clean water, a minimum of 10 US gallons (38 L) to 12 US gallons (45 L) per day.[229] Although horses are adapted to live outside, they require shelter from the wind and precipitation, which can range from a simple shed or shelter to an elaborate stable.[230]
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Horses require routine hoof care from a farrier, as well as vaccinations to protect against various diseases, and dental examinations from a veterinarian or a specialized equine dentist.[231] If horses are kept inside in a barn, they require regular daily exercise for their physical health and mental well-being.[232] When turned outside, they require well-maintained, sturdy fences to be safely contained.[233] Regular grooming is also helpful to help the horse maintain good health of the hair coat and underlying skin.[234]
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at least 48 published
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The horse (Equus ferus caballus)[2][3] is one of two extant subspecies of Equus ferus. It is an odd-toed ungulate mammal belonging to the taxonomic family Equidae. The horse has evolved over the past 45 to 55 million years from a small multi-toed creature, Eohippus, into the large, single-toed animal of today. Humans began domesticating horses around 4000 BC, and their domestication is believed to have been widespread by 3000 BC. Horses in the subspecies caballus are domesticated, although some domesticated populations live in the wild as feral horses. These feral populations are not true wild horses, as this term is used to describe horses that have never been domesticated, such as the endangered Przewalski's horse, a separate subspecies, and the only remaining true wild horse. There is an extensive, specialized vocabulary used to describe equine-related concepts, covering everything from anatomy to life stages, size, colors, markings, breeds, locomotion, and behavior.
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Horses are adapted to run, allowing them to quickly escape predators, possessing an excellent sense of balance and a strong fight-or-flight response. Related to this need to flee from predators in the wild is an unusual trait: horses are able to sleep both standing up and lying down, with younger horses tending to sleep significantly more than adults.[4] Female horses, called mares, carry their young for approximately 11 months, and a young horse, called a foal, can stand and run shortly following birth. Most domesticated horses begin training under a saddle or in a harness between the ages of two and four. They reach full adult development by age five, and have an average lifespan of between 25 and 30 years.
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Horse breeds are loosely divided into three categories based on general temperament: spirited "hot bloods" with speed and endurance; "cold bloods", such as draft horses and some ponies, suitable for slow, heavy work; and "warmbloods", developed from crosses between hot bloods and cold bloods, often focusing on creating breeds for specific riding purposes, particularly in Europe. There are more than 300 breeds of horse in the world today, developed for many different uses.
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Horses and humans interact in a wide variety of sport competitions and non-competitive recreational pursuits, as well as in working activities such as police work, agriculture, entertainment, and therapy. Horses were historically used in warfare, from which a wide variety of riding and driving techniques developed, using many different styles of equipment and methods of control. Many products are derived from horses, including meat, milk, hide, hair, bone, and pharmaceuticals extracted from the urine of pregnant mares. Humans provide domesticated horses with food, water, and shelter, as well as attention from specialists such as veterinarians and farriers.
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Specific terms and specialized language are used to describe equine anatomy, different life stages, and colors and breeds.
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Depending on breed, management and environment, the modern domestic horse has a life expectancy of 25 to 30 years.[7] Uncommonly, a few animals live into their 40s and, occasionally, beyond.[8] The oldest verifiable record was "Old Billy", a 19th-century horse that lived to the age of 62.[7] In modern times, Sugar Puff, who had been listed in Guinness World Records as the world's oldest living pony, died in 2007 at age 56.[9]
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Regardless of a horse or pony's actual birth date, for most competition purposes a year is added to its age each January 1 of each year in the Northern Hemisphere[7][10] and each August 1 in the Southern Hemisphere.[11] The exception is in endurance riding, where the minimum age to compete is based on the animal's actual calendar age.[12]
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The following terminology is used to describe horses of various ages:
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In horse racing, these definitions may differ: For example, in the British Isles, Thoroughbred horse racing defines colts and fillies as less than five years old.[21] However, Australian Thoroughbred racing defines colts and fillies as less than four years old.[22]
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The height of horses is measured at the highest point of the withers, where the neck meets the back.[23] This point is used because it is a stable point of the anatomy, unlike the head or neck, which move up and down in relation to the body of the horse.
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In English-speaking countries, the height of horses is often stated in units of hands and inches: one hand is equal to 4 inches (101.6 mm). The height is expressed as the number of full hands, followed by a point, then the number of additional inches, and ending with the abbreviation "h" or "hh" (for "hands high"). Thus, a horse described as "15.2 h" is 15 hands plus 2 inches, for a total of 62 inches (157.5 cm) in height.[24]
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The size of horses varies by breed, but also is influenced by nutrition. Light riding horses usually range in height from 14 to 16 hands (56 to 64 inches, 142 to 163 cm) and can weigh from 380 to 550 kilograms (840 to 1,210 lb).[25] Larger riding horses usually start at about 15.2 hands (62 inches, 157 cm) and often are as tall as 17 hands (68 inches, 173 cm), weighing from 500 to 600 kilograms (1,100 to 1,320 lb).[26] Heavy or draft horses are usually at least 16 hands (64 inches, 163 cm) high and can be as tall as 18 hands (72 inches, 183 cm) high. They can weigh from about 700 to 1,000 kilograms (1,540 to 2,200 lb).[27]
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The largest horse in recorded history was probably a Shire horse named Mammoth, who was born in 1848. He stood 21.2 1⁄4 hands (86.25 inches, 219 cm) high and his peak weight was estimated at 1,524 kilograms (3,360 lb).[28] The current record holder for the world's smallest horse is Thumbelina, a fully mature miniature horse affected by dwarfism. She is 17 in (43 cm) tall and weighs 57 lb (26 kg).[29]
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Ponies are taxonomically the same animals as horses. The distinction between a horse and pony is commonly drawn on the basis of height, especially for competition purposes. However, height alone is not dispositive; the difference between horses and ponies may also include aspects of phenotype, including conformation and temperament.
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The traditional standard for height of a horse or a pony at maturity is 14.2 hands (58 inches, 147 cm). An animal 14.2 h or over is usually considered to be a horse and one less than 14.2 h a pony,[30] but there are many exceptions to the traditional standard. In Australia, ponies are considered to be those under 14 hands (56 inches, 142 cm).[31] For competition in the Western division of the United States Equestrian Federation, the cutoff is 14.1 hands (57 inches, 145 cm).[32] The International Federation for Equestrian Sports, the world governing body for horse sport, uses metric measurements and defines a pony as being any horse measuring less than 148 centimetres (58.27 in) at the withers without shoes, which is just over 14.2 h, and 149 centimetres (58.66 in), or just over 14.21⁄2 h, with shoes.[33]
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Height is not the sole criterion for distinguishing horses from ponies. Breed registries for horses that typically produce individuals both under and over 14.2 h consider all animals of that breed to be horses regardless of their height.[34] Conversely, some pony breeds may have features in common with horses, and individual animals may occasionally mature at over 14.2 h, but are still considered to be ponies.[35]
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Ponies often exhibit thicker manes, tails, and overall coat. They also have proportionally shorter legs, wider barrels, heavier bone, shorter and thicker necks, and short heads with broad foreheads. They may have calmer temperaments than horses and also a high level of intelligence that may or may not be used to cooperate with human handlers.[30] Small size, by itself, is not an exclusive determinant. For example, the Shetland pony which averages 10 hands (40 inches, 102 cm), is considered a pony.[30] Conversely, breeds such as the Falabella and other miniature horses, which can be no taller than 30 inches (76 cm), are classified by their registries as very small horses, not ponies.[36]
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Horses have 64 chromosomes.[37] The horse genome was sequenced in 2007. It contains 2.7 billion DNA base pairs,[38] which is larger than the dog genome, but smaller than the human genome or the bovine genome.[39] The map is available to researchers.[40]
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Horses exhibit a diverse array of coat colors and distinctive markings, described by a specialized vocabulary. Often, a horse is classified first by its coat color, before breed or sex.[41] Horses of the same color may be distinguished from one another by white markings,[42] which, along with various spotting patterns, are inherited separately from coat color.[43]
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Many genes that create horse coat colors and patterns have been identified. Current genetic tests can identify at least 13 different alleles influencing coat color,[44] and research continues to discover new genes linked to specific traits. The basic coat colors of chestnut and black are determined by the gene controlled by the Melanocortin 1 receptor,[45] also known as the "extension gene" or "red factor,"[44] as its recessive form is "red" (chestnut) and its dominant form is black.[46] Additional genes control suppression of black color to point coloration that results in a bay, spotting patterns such as pinto or leopard, dilution genes such as palomino or dun, as well as graying, and all the other factors that create the many possible coat colors found in horses.[44]
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Horses that have a white coat color are often mislabeled; a horse that looks "white" is usually a middle-aged or older gray. Grays are born a darker shade, get lighter as they age, but usually keep black skin underneath their white hair coat (with the exception of pink skin under white markings). The only horses properly called white are born with a predominantly white hair coat and pink skin, a fairly rare occurrence.[46] Different and unrelated genetic factors can produce white coat colors in horses, including several different alleles of dominant white and the sabino-1 gene.[47] However, there are no "albino" horses, defined as having both pink skin and red eyes.[48]
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Gestation lasts approximately 340 days, with an average range 320–370 days,[49] and usually results in one foal; twins are rare.[50] Horses are a precocial species, and foals are capable of standing and running within a short time following birth.[51] Foals are usually born in the spring. The estrous cycle of a mare occurs roughly every 19–22 days and occurs from early spring into autumn. Most mares enter an anestrus period during the winter and thus do not cycle in this period.[52] Foals are generally weaned from their mothers between four and six months of age.[53]
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Horses, particularly colts, sometimes are physically capable of reproduction at about 18 months, but domesticated horses are rarely allowed to breed before the age of three, especially females.[54] Horses four years old are considered mature, although the skeleton normally continues to develop until the age of six; maturation also depends on the horse's size, breed, sex, and quality of care. Larger horses have larger bones; therefore, not only do the bones take longer to form bone tissue, but the epiphyseal plates are larger and take longer to convert from cartilage to bone. These plates convert after the other parts of the bones, and are crucial to development.[55]
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Depending on maturity, breed, and work expected, horses are usually put under saddle and trained to be ridden between the ages of two and four.[56] Although Thoroughbred race horses are put on the track as young as the age of two in some countries,[57] horses specifically bred for sports such as dressage are generally not put under saddle until they are three or four years old, because their bones and muscles are not solidly developed.[58] For endurance riding competition, horses are not deemed mature enough to compete until they are a full 60 calendar months (five years) old.[12]
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The horse skeleton averages 205 bones.[59] A significant difference between the horse skeleton and that of a human is the lack of a collarbone—the horse's forelimbs are attached to the spinal column by a powerful set of muscles, tendons, and ligaments that attach the shoulder blade to the torso. The horse's four legs and hooves are also unique structures. Their leg bones are proportioned differently from those of a human. For example, the body part that is called a horse's "knee" is actually made up of the carpal bones that correspond to the human wrist. Similarly, the hock contains bones equivalent to those in the human ankle and heel. The lower leg bones of a horse correspond to the bones of the human hand or foot, and the fetlock (incorrectly called the "ankle") is actually the proximal sesamoid bones between the cannon bones (a single equivalent to the human metacarpal or metatarsal bones) and the proximal phalanges, located where one finds the "knuckles" of a human. A horse also has no muscles in its legs below the knees and hocks, only skin, hair, bone, tendons, ligaments, cartilage, and the assorted specialized tissues that make up the hoof.[60]
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The critical importance of the feet and legs is summed up by the traditional adage, "no foot, no horse".[61] The horse hoof begins with the distal phalanges, the equivalent of the human fingertip or tip of the toe, surrounded by cartilage and other specialized, blood-rich soft tissues such as the laminae. The exterior hoof wall and horn of the sole is made of keratin, the same material as a human fingernail.[62] The end result is that a horse, weighing on average 500 kilograms (1,100 lb),[63] travels on the same bones as would a human on tiptoe.[64] For the protection of the hoof under certain conditions, some horses have horseshoes placed on their feet by a professional farrier. The hoof continually grows, and in most domesticated horses needs to be trimmed (and horseshoes reset, if used) every five to eight weeks,[65] though the hooves of horses in the wild wear down and regrow at a rate suitable for their terrain.
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Horses are adapted to grazing. In an adult horse, there are 12 incisors at the front of the mouth, adapted to biting off the grass or other vegetation. There are 24 teeth adapted for chewing, the premolars and molars, at the back of the mouth. Stallions and geldings have four additional teeth just behind the incisors, a type of canine teeth called "tushes". Some horses, both male and female, will also develop one to four very small vestigial teeth in front of the molars, known as "wolf" teeth, which are generally removed because they can interfere with the bit. There is an empty interdental space between the incisors and the molars where the bit rests directly on the gums, or "bars" of the horse's mouth when the horse is bridled.[66]
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An estimate of a horse's age can be made from looking at its teeth. The teeth continue to erupt throughout life and are worn down by grazing. Therefore, the incisors show changes as the horse ages; they develop a distinct wear pattern, changes in tooth shape, and changes in the angle at which the chewing surfaces meet. This allows a very rough estimate of a horse's age, although diet and veterinary care can also affect the rate of tooth wear.[7]
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Horses are herbivores with a digestive system adapted to a forage diet of grasses and other plant material, consumed steadily throughout the day. Therefore, compared to humans, they have a relatively small stomach but very long intestines to facilitate a steady flow of nutrients. A 450-kilogram (990 lb) horse will eat 7 to 11 kilograms (15 to 24 lb) of food per day and, under normal use, drink 38 to 45 litres (8.4 to 9.9 imp gal; 10 to 12 US gal) of water. Horses are not ruminants, they have only one stomach, like humans, but unlike humans, they can utilize cellulose, a major component of grass. Horses are hindgut fermenters. Cellulose fermentation by symbiotic bacteria occurs in the cecum, or "water gut", which food goes through before reaching the large intestine. Horses cannot vomit, so digestion problems can quickly cause colic, a leading cause of death.[67]
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The horses' senses are based on their status as prey animals, where they must be aware of their surroundings at all times.[68] They have the largest eyes of any land mammal,[69] and are lateral-eyed, meaning that their eyes are positioned on the sides of their heads.[70] This means that horses have a range of vision of more than 350°, with approximately 65° of this being binocular vision and the remaining 285° monocular vision.[69] Horses have excellent day and night vision, but they have two-color, or dichromatic vision; their color vision is somewhat like red-green color blindness in humans, where certain colors, especially red and related colors, appear as a shade of green.[71]
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Their sense of smell, while much better than that of humans, is not quite as good as that of a dog. It is believed to play a key role in the social interactions of horses as well as detecting other key scents in the environment. Horses have two olfactory centers. The first system is in the nostrils and nasal cavity, which analyze a wide range of odors. The second, located under the nasal cavity, are the Vomeronasal organs, also called Jacobson's organs. These have a separate nerve pathway to the brain and appear to primarily analyze pheromones.[72]
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A horse's hearing is good,[68] and the pinna of each ear can rotate up to 180°, giving the potential for 360° hearing without having to move the head.[73] Noise impacts the behavior of horses and certain kinds of noise may contribute to stress: A 2013 study in the UK indicated that stabled horses were calmest in a quiet setting, or if listening to country or classical music, but displayed signs of nervousness when listening to jazz or rock music. This study also recommended keeping music under a volume of 21 decibels.[74] An Australian study found that stabled racehorses listening to talk radio had a higher rate of gastric ulcers than horses listening to music, and racehorses stabled where a radio was played had a higher overall rate of ulceration than horses stabled where there was no radio playing.[75]
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Horses have a great sense of balance, due partly to their ability to feel their footing and partly to highly developed proprioception—the unconscious sense of where the body and limbs are at all times.[76] A horse's sense of touch is well-developed. The most sensitive areas are around the eyes, ears, and nose.[77] Horses are able to sense contact as subtle as an insect landing anywhere on the body.[78]
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Horses have an advanced sense of taste, which allows them to sort through fodder and choose what they would most like to eat,[79] and their prehensile lips can easily sort even small grains. Horses generally will not eat poisonous plants, however, there are exceptions; horses will occasionally eat toxic amounts of poisonous plants even when there is adequate healthy food.[80]
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Walk 5–8 km/h (3.1–5.0 mph)
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Trot 8–13 km/h (5.0–8.1 mph)
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Pace 8–13 km/h (5.0–8.1 mph)
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Canter 16–27 km/h (9.9–16.8 mph)
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Gallop 40–48 km/h (25–30 mph), record: 70.76 km/h (43.97 mph)
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All horses move naturally with four basic gaits: the four-beat walk, which averages 6.4 kilometres per hour (4.0 mph); the two-beat trot or jog at 13 to 19 kilometres per hour (8.1 to 11.8 mph) (faster for harness racing horses); the canter or lope, a three-beat gait that is 19 to 24 kilometres per hour (12 to 15 mph); and the gallop.[81] The gallop averages 40 to 48 kilometres per hour (25 to 30 mph),[82] but the world record for a horse galloping over a short, sprint distance is 70.76 kilometres per hour (43.97 mph).[83] Besides these basic gaits, some horses perform a two-beat pace, instead of the trot.[84] There also are several four-beat "ambling" gaits that are approximately the speed of a trot or pace, though smoother to ride. These include the lateral rack, running walk, and tölt as well as the diagonal fox trot.[85] Ambling gaits are often genetic in some breeds, known collectively as gaited horses.[86] Often, gaited horses replace the trot with one of the ambling gaits.[87]
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Horses are prey animals with a strong fight-or-flight response. Their first reaction to a threat is to startle and usually flee, although they will stand their ground and defend themselves when flight is impossible or if their young are threatened.[88] They also tend to be curious; when startled, they will often hesitate an instant to ascertain the cause of their fright, and may not always flee from something that they perceive as non-threatening. Most light horse riding breeds were developed for speed, agility, alertness and endurance; natural qualities that extend from their wild ancestors. However, through selective breeding, some breeds of horses are quite docile, particularly certain draft horses.[89]
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Horses are herd animals, with a clear hierarchy of rank, led by a dominant individual, usually a mare. They are also social creatures that are able to form companionship attachments to their own species and to other animals, including humans. They communicate in various ways, including vocalizations such as nickering or whinnying, mutual grooming, and body language. Many horses will become difficult to manage if they are isolated, but with training, horses can learn to accept a human as a companion, and thus be comfortable away from other horses.[90] However, when confined with insufficient companionship, exercise, or stimulation, individuals may develop stable vices, an assortment of bad habits, mostly stereotypies of psychological origin, that include wood chewing, wall kicking, "weaving" (rocking back and forth), and other problems.[91]
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Studies have indicated that horses perform a number of cognitive tasks on a daily basis, meeting mental challenges that include food procurement and identification of individuals within a social system. They also have good spatial discrimination abilities.[92] They are naturally curious and apt to investigate things they have not seen before.[93] Studies have assessed equine intelligence in areas such as problem solving, speed of learning, and memory. Horses excel at simple learning, but also are able to use more advanced cognitive abilities that involve categorization and concept learning. They can learn using habituation, desensitization, classical conditioning, and operant conditioning, and positive and negative reinforcement.[92] One study has indicated that horses can differentiate between "more or less" if the quantity involved is less than four.[94]
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Domesticated horses may face greater mental challenges than wild horses, because they live in artificial environments that prevent instinctive behavior whilst also learning tasks that are not natural.[92] Horses are animals of habit that respond well to regimentation, and respond best when the same routines and techniques are used consistently. One trainer believes that "intelligent" horses are reflections of intelligent trainers who effectively use response conditioning techniques and positive reinforcement to train in the style that best fits with an individual animal's natural inclinations.[95]
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Horses are mammals, and as such are warm-blooded, or endothermic creatures, as opposed to cold-blooded, or poikilothermic animals. However, these words have developed a separate meaning in the context of equine terminology, used to describe temperament, not body temperature. For example, the "hot-bloods", such as many race horses, exhibit more sensitivity and energy,[96] while the "cold-bloods", such as most draft breeds, are quieter and calmer.[97] Sometimes "hot-bloods" are classified as "light horses" or "riding horses",[98] with the "cold-bloods" classified as "draft horses" or "work horses".[99]
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"Hot blooded" breeds include "oriental horses" such as the Akhal-Teke, Arabian horse, Barb and now-extinct Turkoman horse, as well as the Thoroughbred, a breed developed in England from the older oriental breeds.[96] Hot bloods tend to be spirited, bold, and learn quickly. They are bred for agility and speed.[100] They tend to be physically refined—thin-skinned, slim, and long-legged.[101] The original oriental breeds were brought to Europe from the Middle East and North Africa when European breeders wished to infuse these traits into racing and light cavalry horses.[102][103]
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Muscular, heavy draft horses are known as "cold bloods", as they are bred not only for strength, but also to have the calm, patient temperament needed to pull a plow or a heavy carriage full of people.[97] They are sometimes nicknamed "gentle giants".[104] Well-known draft breeds include the Belgian and the Clydesdale.[104] Some, like the Percheron, are lighter and livelier, developed to pull carriages or to plow large fields in drier climates.[105] Others, such as the Shire, are slower and more powerful, bred to plow fields with heavy, clay-based soils.[106] The cold-blooded group also includes some pony breeds.[107]
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"Warmblood" breeds, such as the Trakehner or Hanoverian, developed when European carriage and war horses were crossed with Arabians or Thoroughbreds, producing a riding horse with more refinement than a draft horse, but greater size and milder temperament than a lighter breed.[108] Certain pony breeds with warmblood characteristics have been developed for smaller riders.[109] Warmbloods are considered a "light horse" or "riding horse".[98]
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Today, the term "Warmblood" refers to a specific subset of sport horse breeds that are used for competition in dressage and show jumping.[110] Strictly speaking, the term "warm blood" refers to any cross between cold-blooded and hot-blooded breeds.[111] Examples include breeds such as the Irish Draught or the Cleveland Bay. The term was once used to refer to breeds of light riding horse other than Thoroughbreds or Arabians, such as the Morgan horse.[100]
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Horses are able to sleep both standing up and lying down. In an adaptation from life in the wild, horses are able to enter light sleep by using a "stay apparatus" in their legs, allowing them to doze without collapsing.[112] Horses sleep better when in groups because some animals will sleep while others stand guard to watch for predators. A horse kept alone will not sleep well because its instincts are to keep a constant eye out for danger.[113]
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Unlike humans, horses do not sleep in a solid, unbroken period of time, but take many short periods of rest. Horses spend four to fifteen hours a day in standing rest, and from a few minutes to several hours lying down. Total sleep time in a 24-hour period may range from several minutes to a couple of hours,[113] mostly in short intervals of about 15 minutes each.[114] The average sleep time of a domestic horse is said to be 2.9 hours per day.[115]
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Horses must lie down to reach REM sleep. They only have to lie down for an hour or two every few days to meet their minimum REM sleep requirements.[113] However, if a horse is never allowed to lie down, after several days it will become sleep-deprived, and in rare cases may suddenly collapse as it involuntarily slips into REM sleep while still standing.[116] This condition differs from narcolepsy, although horses may also suffer from that disorder.[117]
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The horse adapted to survive in areas of wide-open terrain with sparse vegetation, surviving in an ecosystem where other large grazing animals, especially ruminants, could not.[118] Horses and other equids are odd-toed ungulates of the order Perissodactyla, a group of mammals that was dominant during the Tertiary period. In the past, this order contained 14 families, but only three—Equidae (the horse and related species), Tapiridae (the tapir), and Rhinocerotidae (the rhinoceroses)—have survived to the present day.[119]
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The earliest known member of the family Equidae was the Hyracotherium, which lived between 45 and 55 million years ago, during the Eocene period. It had 4 toes on each front foot, and 3 toes on each back foot.[120] The extra toe on the front feet soon disappeared with the Mesohippus, which lived 32 to 37 million years ago.[121] Over time, the extra side toes shrank in size until they vanished. All that remains of them in modern horses is a set of small vestigial bones on the leg below the knee,[122] known informally as splint bones.[123] Their legs also lengthened as their toes disappeared until they were a hooved animal capable of running at great speed.[122] By about 5 million years ago, the modern Equus had evolved.[124] Equid teeth also evolved from browsing on soft, tropical plants to adapt to browsing of drier plant material, then to grazing of tougher plains grasses. Thus proto-horses changed from leaf-eating forest-dwellers to grass-eating inhabitants of semi-arid regions worldwide, including the steppes of Eurasia and the Great Plains of North America.
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By about 15,000 years ago, Equus ferus was a widespread holarctic species. Horse bones from this time period, the late Pleistocene, are found in Europe, Eurasia, Beringia, and North America.[125] Yet between 10,000 and 7,600 years ago, the horse became extinct in North America and rare elsewhere.[126][127][128] The reasons for this extinction are not fully known, but one theory notes that extinction in North America paralleled human arrival.[129] Another theory points to climate change, noting that approximately 12,500 years ago, the grasses characteristic of a steppe ecosystem gave way to shrub tundra, which was covered with unpalatable plants.[130]
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A truly wild horse is a species or subspecies with no ancestors that were ever domesticated. Therefore, most "wild" horses today are actually feral horses, animals that escaped or were turned loose from domestic herds and the descendants of those animals.[131] Only two never-domesticated subspecies, the tarpan and the Przewalski's horse, survived into recorded history and only the latter survives today.
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The Przewalski's horse (Equus ferus przewalskii), named after the Russian explorer Nikolai Przhevalsky, is a rare Asian animal. It is also known as the Mongolian wild horse; Mongolian people know it as the taki, and the Kyrgyz people call it a kirtag. The subspecies was presumed extinct in the wild between 1969 and 1992, while a small breeding population survived in zoos around the world. In 1992, it was reestablished in the wild due to the conservation efforts of numerous zoos.[132] Today, a small wild breeding population exists in Mongolia.[133][134] There are additional animals still maintained at zoos throughout the world.
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The tarpan or European wild horse (Equus ferus ferus) was found in Europe and much of Asia. It survived into the historical era, but became extinct in 1909, when the last captive died in a Russian zoo.[135] Thus, the genetic line was lost. Attempts have been made to recreate the tarpan,[135][136][137] which resulted in horses with outward physical similarities, but nonetheless descended from domesticated ancestors and not true wild horses.
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Periodically, populations of horses in isolated areas are speculated to be relict populations of wild horses, but generally have been proven to be feral or domestic. For example, the Riwoche horse of Tibet was proposed as such,[134] but testing did not reveal genetic differences from domesticated horses.[138] Similarly, the Sorraia of Portugal was proposed as a direct descendant of the Tarpan based on shared characteristics,[139][140] but genetic studies have shown that the Sorraia is more closely related to other horse breeds and that the outward similarity is an unreliable measure of relatedness.[139][141]
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Besides the horse, there are six other species of genus Equus in the Equidae family. These are the ass or donkey, Equus asinus; the mountain zebra, Equus zebra; plains zebra, Equus quagga; Grévy's zebra, Equus grevyi; the kiang, Equus kiang; and the onager, Equus hemionus.[142]
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Horses can crossbreed with other members of their genus. The most common hybrid is the mule, a cross between a "jack" (male donkey) and a mare. A related hybrid, a hinny, is a cross between a stallion and a jenny (female donkey).[143] Other hybrids include the zorse, a cross between a zebra and a horse.[144] With rare exceptions, most hybrids are sterile and cannot reproduce.[145]
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Domestication of the horse most likely took place in central Asia prior to 3500 BC. Two major sources of information are used to determine where and when the horse was first domesticated and how the domesticated horse spread around the world. The first source is based on palaeological and archaeological discoveries; the second source is a comparison of DNA obtained from modern horses to that from bones and teeth of ancient horse remains.
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The earliest archaeological evidence for the domestication of the horse comes from sites in Ukraine and Kazakhstan, dating to approximately 3500–4000 BC.[146][147][148] By 3000 BC, the horse was completely domesticated and by 2000 BC there was a sharp increase in the number of horse bones found in human settlements in northwestern Europe, indicating the spread of domesticated horses throughout the continent.[149] The most recent, but most irrefutable evidence of domestication comes from sites where horse remains were interred with chariots in graves of the Sintashta and Petrovka cultures c. 2100 BC.[150]
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Domestication is also studied by using the genetic material of present-day horses and comparing it with the genetic material present in the bones and teeth of horse remains found in archaeological and palaeological excavations. The variation in the genetic material shows that very few wild stallions contributed to the domestic horse,[151][152] while many mares were part of early domesticated herds.[141][153][154] This is reflected in the difference in genetic variation between the DNA that is passed on along the paternal, or sire line (Y-chromosome) versus that passed on along the maternal, or dam line (mitochondrial DNA). There are very low levels of Y-chromosome variability,[151][152] but a great deal of genetic variation in mitochondrial DNA.[141][153][154] There is also regional variation in mitochondrial DNA due to the inclusion of wild mares in domestic herds.[141][153][154][155] Another characteristic of domestication is an increase in coat color variation.[156] In horses, this increased dramatically between 5000 and 3000 BC.[157]
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Before the availability of DNA techniques to resolve the questions related to the domestication of the horse, various hypotheses were proposed. One classification was based on body types and conformation, suggesting the presence of four basic prototypes that had adapted to their environment prior to domestication.[107] Another hypothesis held that the four prototypes originated from a single wild species and that all different body types were entirely a result of selective breeding after domestication.[158] However, the lack of a detectable substructure in the horse has resulted in a rejection of both hypotheses.
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Feral horses are born and live in the wild, but are descended from domesticated animals.[131] Many populations of feral horses exist throughout the world.[159][160] Studies of feral herds have provided useful insights into the behavior of prehistoric horses,[161] as well as greater understanding of the instincts and behaviors that drive horses that live in domesticated conditions.[162]
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There are also semi-feral horses in many parts of the world, such as Dartmoor and the New Forest in the UK, where the animals are all privately owned but live for significant amounts of time in "wild" conditions on undeveloped, often public, lands. Owners of such animals often pay a fee for grazing rights.[163][164]
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The concept of purebred bloodstock and a controlled, written breed registry has come to be particularly significant and important in modern times. Sometimes purebred horses are incorrectly or inaccurately called "thoroughbreds". Thoroughbred is a specific breed of horse, while a "purebred" is a horse (or any other animal) with a defined pedigree recognized by a breed registry.[165] Horse breeds are groups of horses with distinctive characteristics that are transmitted consistently to their offspring, such as conformation, color, performance ability, or disposition. These inherited traits result from a combination of natural crosses and artificial selection methods. Horses have been selectively bred since their domestication. An early example of people who practiced selective horse breeding were the Bedouin, who had a reputation for careful practices, keeping extensive pedigrees of their Arabian horses and placing great value upon pure bloodlines.[166] These pedigrees were originally transmitted via an oral tradition.[167] In the 14th century, Carthusian monks of southern Spain kept meticulous pedigrees of bloodstock lineages still found today in the Andalusian horse.[168]
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Breeds developed due to a need for "form to function", the necessity to develop certain characteristics in order to perform a particular type of work.[169] Thus, a powerful but refined breed such as the Andalusian developed as riding horses with an aptitude for dressage.[169] Heavy draft horses were developed out of a need to perform demanding farm work and pull heavy wagons.[170] Other horse breeds had been developed specifically for light agricultural work, carriage and road work, various sport disciplines, or simply as pets.[171] Some breeds developed through centuries of crossing other breeds, while others descended from a single foundation sire, or other limited or restricted foundation bloodstock. One of the earliest formal registries was General Stud Book for Thoroughbreds, which began in 1791 and traced back to the foundation bloodstock for the breed.[172] There are more than 300 horse breeds in the world today.[173]
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Worldwide, horses play a role within human cultures and have done so for millennia. Horses are used for leisure activities, sports, and working purposes. The Food and Agriculture Organization (FAO) estimates that in 2008, there were almost 59,000,000 horses in the world, with around 33,500,000 in the Americas, 13,800,000 in Asia and 6,300,000 in Europe and smaller portions in Africa and Oceania. There are estimated to be 9,500,000 horses in the United States alone.[174] The American Horse Council estimates that horse-related activities have a direct impact on the economy of the United States of over $39 billion, and when indirect spending is considered, the impact is over $102 billion.[175] In a 2004 "poll" conducted by Animal Planet, more than 50,000 viewers from 73 countries voted for the horse as the world's 4th favorite animal.[176]
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Communication between human and horse is paramount in any equestrian activity;[177] to aid this process horses are usually ridden with a saddle on their backs to assist the rider with balance and positioning, and a bridle or related headgear to assist the rider in maintaining control.[178] Sometimes horses are ridden without a saddle,[179] and occasionally, horses are trained to perform without a bridle or other headgear.[180] Many horses are also driven, which requires a harness, bridle, and some type of vehicle.[181]
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Historically, equestrians honed their skills through games and races. Equestrian sports provided entertainment for crowds and honed the excellent horsemanship that was needed in battle. Many sports, such as dressage, eventing and show jumping, have origins in military training, which were focused on control and balance of both horse and rider. Other sports, such as rodeo, developed from practical skills such as those needed on working ranches and stations. Sport hunting from horseback evolved from earlier practical hunting techniques.[177] Horse racing of all types evolved from impromptu competitions between riders or drivers. All forms of competition, requiring demanding and specialized skills from both horse and rider, resulted in the systematic development of specialized breeds and equipment for each sport. The popularity of equestrian sports through the centuries has resulted in the preservation of skills that would otherwise have disappeared after horses stopped being used in combat.[177]
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Horses are trained to be ridden or driven in a variety of sporting competitions. Examples include show jumping, dressage, three-day eventing, competitive driving, endurance riding, gymkhana, rodeos, and fox hunting.[182] Horse shows, which have their origins in medieval European fairs, are held around the world. They host a huge range of classes, covering all of the mounted and harness disciplines, as well as "In-hand" classes where the horses are led, rather than ridden, to be evaluated on their conformation. The method of judging varies with the discipline, but winning usually depends on style and ability of both horse and rider.[183]
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Sports such as polo do not judge the horse itself, but rather use the horse as a partner for human competitors as a necessary part of the game. Although the horse requires specialized training to participate, the details of its performance are not judged, only the result of the rider's actions—be it getting a ball through a goal or some other task.[184] Examples of these sports of partnership between human and horse include jousting, in which the main goal is for one rider to unseat the other,[185] and buzkashi, a team game played throughout Central Asia, the aim being to capture a goat carcass while on horseback.[184]
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Horse racing is an equestrian sport and major international industry, watched in almost every nation of the world. There are three types: "flat" racing; steeplechasing, i.e. racing over jumps; and harness racing, where horses trot or pace while pulling a driver in a small, light cart known as a sulky.[186] A major part of horse racing's economic importance lies in the gambling associated with it.[187]
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There are certain jobs that horses do very well, and no technology has yet developed to fully replace them. For example, mounted police horses are still effective for certain types of patrol duties and crowd control.[188] Cattle ranches still require riders on horseback to round up cattle that are scattered across remote, rugged terrain.[189] Search and rescue organizations in some countries depend upon mounted teams to locate people, particularly hikers and children, and to provide disaster relief assistance.[190] Horses can also be used in areas where it is necessary to avoid vehicular disruption to delicate soil, such as nature reserves. They may also be the only form of transport allowed in wilderness areas. Horses are quieter than motorized vehicles. Law enforcement officers such as park rangers or game wardens may use horses for patrols, and horses or mules may also be used for clearing trails or other work in areas of rough terrain where vehicles are less effective.[191]
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Although machinery has replaced horses in many parts of the world, an estimated 100 million horses, donkeys and mules are still used for agriculture and transportation in less developed areas. This number includes around 27 million working animals in Africa alone.[192] Some land management practices such as cultivating and logging can be efficiently performed with horses. In agriculture, less fossil fuel is used and increased environmental conservation occurs over time with the use of draft animals such as horses.[193][194] Logging with horses can result in reduced damage to soil structure and less damage to trees due to more selective logging.[195]
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Horses have been used in warfare for most of recorded history. The first archaeological evidence of horses used in warfare dates to between 4000 and 3000 BC,[196] and the use of horses in warfare was widespread by the end of the Bronze Age.[197][198] Although mechanization has largely replaced the horse as a weapon of war, horses are still seen today in limited military uses, mostly for ceremonial purposes, or for reconnaissance and transport activities in areas of rough terrain where motorized vehicles are ineffective. Horses have been used in the 21st century by the Janjaweed militias in the War in Darfur.[199]
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Modern horses are often used to reenact many of their historical work purposes. Horses are used, complete with equipment that is authentic or a meticulously recreated replica, in various live action historical reenactments of specific periods of history, especially recreations of famous battles.[200] Horses are also used to preserve cultural traditions and for ceremonial purposes. Countries such as the United Kingdom still use horse-drawn carriages to convey royalty and other VIPs to and from certain culturally significant events.[201] Public exhibitions are another example, such as the Budweiser Clydesdales, seen in parades and other public settings, a team of draft horses that pull a beer wagon similar to that used before the invention of the modern motorized truck.[202]
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Horses are frequently used in television, films and literature. They are sometimes featured as a major character in films about particular animals, but also used as visual elements that assure the accuracy of historical stories.[203] Both live horses and iconic images of horses are used in advertising to promote a variety of products.[204] The horse frequently appears in coats of arms in heraldry, in a variety of poses and equipment.[205] The mythologies of many cultures, including Greco-Roman, Hindu, Islamic, and Norse, include references to both normal horses and those with wings or additional limbs, and multiple myths also call upon the horse to draw the chariots of the Moon and Sun.[206] The horse also appears in the 12-year cycle of animals in the Chinese zodiac related to the Chinese calendar.[207]
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People of all ages with physical and mental disabilities obtain beneficial results from an association with horses. Therapeutic riding is used to mentally and physically stimulate disabled persons and help them improve their lives through improved balance and coordination, increased self-confidence, and a greater feeling of freedom and independence.[208] The benefits of equestrian activity for people with disabilities has also been recognized with the addition of equestrian events to the Paralympic Games and recognition of para-equestrian events by the International Federation for Equestrian Sports (FEI).[209] Hippotherapy and therapeutic horseback riding are names for different physical, occupational, and speech therapy treatment strategies that utilize equine movement. In hippotherapy, a therapist uses the horse's movement to improve their patient's cognitive, coordination, balance, and fine motor skills, whereas therapeutic horseback riding uses specific riding skills.[210]
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Horses also provide psychological benefits to people whether they actually ride or not. "Equine-assisted" or "equine-facilitated" therapy is a form of experiential psychotherapy that uses horses as companion animals to assist people with mental illness, including anxiety disorders, psychotic disorders, mood disorders, behavioral difficulties, and those who are going through major life changes.[211] There are also experimental programs using horses in prison settings. Exposure to horses appears to improve the behavior of inmates and help reduce recidivism when they leave.[212]
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Horses are raw material for many products made by humans throughout history, including byproducts from the slaughter of horses as well as materials collected from living horses.
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Products collected from living horses include mare's milk, used by people with large horse herds, such as the Mongols, who let it ferment to produce kumis.[213] Horse blood was once used as food by the Mongols and other nomadic tribes, who found it a convenient source of nutrition when traveling. Drinking their own horses' blood allowed the Mongols to ride for extended periods of time without stopping to eat.[213] The drug Premarin is a mixture of estrogens extracted from the urine of pregnant mares (pregnant mares' urine), and was previously a widely used drug for hormone replacement therapy.[214] The tail hair of horses can be used for making bows for string instruments such as the violin, viola, cello, and double bass.[215]
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Horse meat has been used as food for humans and carnivorous animals throughout the ages. Approximately 5 million horses are slaughtered each year for meat worldwide.[216] It is eaten in many parts of the world, though consumption is taboo in some cultures,[217] and a subject of political controversy in others.[218] Horsehide leather has been used for boots, gloves, jackets,[219] baseballs,[220] and baseball gloves. Horse hooves can also be used to produce animal glue.[221] Horse bones can be used to make implements.[222] Specifically, in Italian cuisine, the horse tibia is sharpened into a probe called a spinto, which is used to test the readiness of a (pig) ham as it cures.[223] In Asia, the saba is a horsehide vessel used in the production of kumis.[224]
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Horses are grazing animals, and their major source of nutrients is good-quality forage from hay or pasture.[225] They can consume approximately 2% to 2.5% of their body weight in dry feed each day. Therefore, a 450-kilogram (990 lb) adult horse could eat up to 11 kilograms (24 lb) of food.[226] Sometimes, concentrated feed such as grain is fed in addition to pasture or hay, especially when the animal is very active.[227] When grain is fed, equine nutritionists recommend that 50% or more of the animal's diet by weight should still be forage.[228]
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Horses require a plentiful supply of clean water, a minimum of 10 US gallons (38 L) to 12 US gallons (45 L) per day.[229] Although horses are adapted to live outside, they require shelter from the wind and precipitation, which can range from a simple shed or shelter to an elaborate stable.[230]
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Horses require routine hoof care from a farrier, as well as vaccinations to protect against various diseases, and dental examinations from a veterinarian or a specialized equine dentist.[231] If horses are kept inside in a barn, they require regular daily exercise for their physical health and mental well-being.[232] When turned outside, they require well-maintained, sturdy fences to be safely contained.[233] Regular grooming is also helpful to help the horse maintain good health of the hair coat and underlying skin.[234]
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Capra hircus Linnaeus, 1758
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Capra depressa Linnaeus, 1758
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Capra mambrica Linnaeus, 1758
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Capra reversa Linnaeus, 1758
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The domestic goat or simply goat (Capra aegagrus hircus) is a subspecies of C. aegagrus domesticated from the wild goat of Southwest Asia and Eastern Europe. The goat is a member of the animal family Bovidae and the subfamily Caprinae, meaning it is closely related to the sheep. There are over 300 distinct breeds of goat.[1] Goats are one of the oldest domesticated species of animal, and have been used for milk, meat, fur and skins across much of the world.[2] Milk from goats is often turned into goat cheese.
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Female goats are referred to as does or nannies, intact males are called bucks or billies and juvenile goats of both sexes are called kids. Castrated males are called wethers. While the words hircine and caprine both refer to anything having a goat-like quality, hircine is used most often to emphasize the distinct smell of domestic goats.
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In 2011, there were more than 924 million goats living in the world, according to the UN Food and Agriculture Organization.[3]
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The Modern English word goat comes from Old English gāt "she-goat, goat in general", which in turn derives from Proto-Germanic *gaitaz (cf. Dutch/Icelandic geit, German Geiß, and Gothic gaits), ultimately from Proto-Indo-European *ǵʰaidos meaning "young goat" (cf. Latin haedus "kid"),[4] itself perhaps from a root meaning "jump" (assuming that Old Church Slavonic zajęcǐ "hare", Sanskrit jihīte "he moves" are related).[citation needed] To refer to the male, Old English used bucca (giving modern buck) until ousted by hegote, hegoote in the late 12th century. Nanny goat (females) originated in the 18th century and billy goat (for males) in the 19th.
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Goats are among the earliest animals domesticated by humans.[5] The most recent genetic analysis[6] confirms the archaeological evidence that the wild bezoar ibex of the Zagros Mountains is the likely original ancestor of probably all domestic goats today.[5]
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Neolithic farmers began to herd wild goats primarily for easy access to milk and meat, as well as to their dung, which was used as fuel, and their bones, hair and sinew for clothing, building and tools.[1] The earliest remnants of domesticated goats dating 10,000 years before present are found in Ganj Dareh in Iran. Goat remains have been found at archaeological sites in Jericho, Choga Mami,[7] Djeitun, and Çayönü, dating the domestication of goats in Western Asia at between 8,000 and 9,000 years ago.[5]
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Studies of DNA evidence suggests 10,000 years BP as the domestication date.[6]
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Historically, goat hide has been used for water and wine bottles in both traveling and transporting wine for sale. It has also been used to produce parchment.
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Each recognized breed of goat has specific weight ranges, which vary from over 140 kg (300 lb) for bucks of larger breeds such as the Boer, to 20 to 27 kg (45 to 60 lb) for smaller goat does.[8] Within each breed, different strains or bloodlines may have different recognized sizes. At the bottom of the size range are miniature breeds such as the African Pygmy, which stand 41 to 58 cm (16 to 23 in) at the shoulder as adults.[9]
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Most goats naturally have two horns, of various shapes and sizes depending on the breed.[10] There have been incidents of polycerate goats (having as many as eight horns), although this is a genetic rarity thought to be inherited. Unlike cattle, goats have not been successfully bred to be reliably polled, as the genes determining sex and those determining horns are closely linked. Breeding together two genetically polled goats results in a high number of intersex individuals among the offspring, which are typically sterile.[10] Their horns are made of living bone surrounded by keratin and other proteins, and are used for defense, dominance, and territoriality.[11]
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Goats are ruminants. They have a four-chambered stomach consisting of the rumen, the reticulum, the omasum, and the abomasum. As with other mammal ruminants, they are even-toed ungulates. The females have an udder consisting of two teats, in contrast to cattle, which have four teats.[12] An exception to this is the Boer goat, which sometimes may have up to eight teats.[13][14]
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Goats have horizontal, slit-shaped pupils. Because goats' irises are usually pale, their contrasting pupils are much more noticeable than in animals such as cattle, deer, most horses and many sheep, whose similarly horizontal pupils blend into a dark iris and sclera.
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Both male and female goats have beards, and many types of goat (most commonly dairy goats, dairy-cross Boers, and pygmy goats) may have wattles, one dangling from each side of the neck.[15]
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Goats expressing the tan pattern have coats pigmented completely with phaeomelanin (tan/brown pigment). The allele which codes for this pattern is located at the agouti locus of the goat genome. It is completely dominant to all other alleles at this locus. There are multiple modifier genes which control how much tan pigment is actually expressed, so a tan-patterned goat can have a coat ranging from pure white to deep red.
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Goats reach puberty between three and 15 months of age, depending on breed and nutritional status. Many breeders prefer to postpone breeding until the doe has reached 70% of the adult weight. However, this separation is rarely possible in extensively managed, open-range herds.[16]
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In temperate climates and among the Swiss breeds, the breeding season commences as the day length shortens, and ends in early spring or before. In equatorial regions, goats are able to breed at any time of the year. Successful breeding in these regions depends more on available forage than on day length. Does of any breed or region come into estrus (heat) every 21 days for two to 48 hours. A doe in heat typically flags (vigorously wags) her tail often, stays near the buck if one is present, becomes more vocal, and may also show a decrease in appetite and milk production for the duration of the heat.
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Bucks (intact males) of Swiss and northern breeds come into rut in the fall as with the does' heat cycles. Bucks of equatorial breeds may show seasonal reduced fertility, but as with the does, are capable of breeding at all times. Rut is characterized by a decrease in appetite and obsessive interest in the does.[11] A buck in rut will display flehmen lip curling and will urinate on his forelegs and face.[17] Sebaceous scent glands at the base of the horns add to the male goat's odor, which is important to make him attractive to the female. Some does will not mate with a buck which has been descented.[11]
|
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In addition to natural, traditional mating, artificial insemination has gained popularity among goat breeders, as it allows easy access to a wide variety of bloodlines.
|
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Gestation length is approximately 150 days. Twins are the usual result, with single and triplet births also common. Less frequent are litters of quadruplet, quintuplet, and even sextuplet kids. Birthing, known as kidding, generally occurs uneventfully. Just before kidding, the doe will have a sunken area around the tail and hip, as well as heavy breathing. She may have a worried look, become restless and display great affection for her keeper. The mother often eats the placenta, which gives her much-needed nutrients, helps stanch her bleeding, and parallels the behavior of wild herbivores, such as deer, to reduce the lure of the birth scent for predators.[18][19]
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Freshening (coming into milk production) occurs at kidding. Milk production varies with the breed, age, quality, and diet of the doe; dairy goats generally produce between 680 and 1,810 kg (1,500 and 4,000 lb) of milk per 305-day lactation. On average, a good quality dairy doe will give at least 3 kg (6 lb) of milk per day while she is in milk. A first-time milker may produce less, or as much as 7 kg (16 lb), or more of milk in exceptional cases. After the lactation, the doe will "dry off", typically after she has been bred. Occasionally, goats that have not been bred and are continuously milked will continue lactation beyond the typical 305 days.[20] Meat, fiber, and pet breeds are not usually milked and simply produce enough for the kids until weaning.
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Male lactation is also known to occur in goats.[21]
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Goats are reputed to be willing to eat almost anything, including tin cans and cardboard boxes. While goats will not actually eat inedible material, they are browsing animals, not grazers like cattle and sheep, and (coupled with their highly curious nature) will chew on and taste just about anything remotely resembling plant matter to decide whether it is good to eat, including cardboard, clothing and paper (such as labels from tin cans).[22] The unusual smells of leftover food in discarded cans or boxes may further stimulate their curiosity.[citation needed]
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Aside from sampling many things, goats are quite particular in what they actually consume, preferring to browse on the tips of woody shrubs and trees, as well as the occasional broad-leaved plant. However, it can fairly be said that their plant diet is extremely varied, and includes some species which are otherwise toxic.[23] They will seldom consume soiled food or contaminated water unless facing starvation. This is one reason goat-rearing is most often free-ranging, since stall-fed goat-rearing involves extensive upkeep and is seldom commercially viable.
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Goats prefer to browse on vines, such as kudzu, on shrubbery and on weeds, more like deer than sheep, preferring them to grasses. Nightshade is poisonous; wilted fruit tree leaves can also kill goats. Silage (fermented corn stalks) and haylage (fermented grass hay) can be used if consumed immediately after opening – goats are particularly sensitive to Listeria bacteria that can grow in fermented feeds. Alfalfa, a high-protein plant, is widely fed as hay; fescue is the least palatable and least nutritious hay. Mold in a goat's feed can make it sick and possibly kill it.
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In various places in China, goats are used in the production of tea. Goats are released onto the tea terraces where they avoid consuming the green tea leaves (which contain bitter tasting substances) but instead eat the weeds. The goats' droppings fertilise the tea plants.[24]
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The digestive physiology of a very young kid (like the young of other ruminants) is essentially the same as that of a monogastric animal. Milk digestion begins in the abomasum, the milk having bypassed the rumen via closure of the reticuloesophageal groove during suckling. At birth, the rumen is undeveloped, but as the kid begins to consume solid feed, the rumen soon increases in size and in its capacity to absorb nutrients.
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The adult size of a particular goat is a product of its breed (genetic potential) and its diet while growing (nutritional potential). As with all livestock, increased protein diets (10 to 14%) and sufficient calories during the prepuberty period yield higher growth rates and larger eventual size than lower protein rates and limited calories.[25] Large-framed goats, with a greater skeletal size, reach mature weight at a later age (36 to 42 months) than small-framed goats (18 to 24 months) if both are fed to their full potential. Large-framed goats need more calories than small-framed goats for maintenance of daily functions.[26]
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Goats are naturally curious. They are also agile and well known for their ability to climb and balance in precarious places. This makes them the only ruminant to regularly climb trees. Due to their agility and inquisitiveness, they are notorious for escaping their pens by testing fences and enclosures, either intentionally or simply because they are used to climbing. If any of the fencing can be overcome, goats will almost inevitably escape. Goats have been found to be as intelligent as dogs by some studies.[27]
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When handled as a group, goats tend to display less herding behavior than sheep. When grazing undisturbed, they tend to spread across the field or range, rather than feed side by side as do sheep. When nursing young, goats will leave their kids separated ("lying out") rather than clumped, as do sheep. They will generally turn and face an intruder and bucks are more likely to charge or butt at humans than are rams.[28]
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A study by Queen Mary University reports that goats try to communicate with people in the same manner as domesticated animals such as dogs and horses. Goats were first domesticated as livestock more than 10,000 years ago. Research conducted to test communication skills found that the goats will look to a human for assistance when faced with a challenge that had previously been mastered, but was then modified. Specifically, when presented with a box, the goat was able to remove the lid and retrieve a treat inside, but when the box was turned so the lid could not be removed, the goat would turn and gaze at the person and move toward them, before looking back toward the box. This is the same type of complex communication observed by animals bred as domestic pets, such as dogs. Researchers believe that better understanding of human-goat interaction could offer overall improvement in the animals' welfare.[29][30] The field of anthrozoology has established that domesticated animals have the capacity for complex communication with humans when in 2015 a Japanese scientist determined that levels of oxytocin did increase in human subjects when dogs were exposed to a dose of the "love hormone", proving that a human-animal bond does exist. This is the same affinity that was proven with the London study above; goats are intelligent, capable of complex communication, and able to form bonds.[31]
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While goats are generally considered hardy animals and in many situations receive little medical care, they are subject to a number of diseases. Among the conditions affecting goats are respiratory diseases including pneumonia, foot rot, internal parasites, pregnancy toxosis and feed toxicity. Feed toxicity can vary based on breed and location. Certain foreign fruits and vegetables can be toxic to different breeds of goats.
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Goats can become infected with various viral and bacterial diseases, such as foot-and-mouth disease, caprine arthritis encephalitis, caseous lymphadenitis, pinkeye, mastitis, and pseudorabies. They can transmit a number of zoonotic diseases to people, such as tuberculosis, brucellosis, Q-fever, and rabies.[32]
|
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Life expectancy for goats is between 15 and 18 years.[33] An instance of a goat reaching the age of 24 has been reported.[34]
|
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Several factors can reduce this average expectancy; problems during kidding can lower a doe's expected life span to 10 or 11, and stresses of going into rut can lower a buck's expected life span to eight to 10 years.[34]
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A goat is useful to humans when it is living and when it is dead, first as a renewable provider of milk, manure, and fiber, and then as meat and hide.[35] Some charities provide goats to impoverished people in poor countries, because goats are easier and cheaper to manage than cattle, and have multiple uses. In addition, goats are used for driving and packing purposes.
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The intestine of goats is used to make "catgut", which is still in use as a material for internal human surgical sutures and strings for musical instruments. The horn of the goat, which signifies plenty and wellbeing (the cornucopia), is also used to make spoons.[36]
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According to the Food and Agriculture Organization (FAO), the top producers of goat milk in 2008 were India (4 million metric tons), Bangladesh (2.16 million metric tons) and the Sudan (1.47 million metric tons).[37] India slaughters 41% of 124.4 million goats each year. The 0.6 million metric tonnes of goat meat make up 8% of India's annual meat production.[38] Approximately 440 million goats are slaughtered each year for meat worldwide.[39]
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Husbandry, or animal care and use, varies by region and culture. The particular housing used for goats depends not only on the intended use of the goat, but also on the region of the world where they are raised. Historically, domestic goats were generally kept in herds that wandered on hills or other grazing areas, often tended by goatherds who were frequently children or adolescents, similar to the more widely known shepherd. These methods of herding are still used today.
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In some parts of the world, especially Europe and North America, distinct breeds of goats are kept for dairy (milk) and for meat production. Excess male kids of dairy breeds are typically slaughtered for meat. Both does and bucks of meat breeds may be slaughtered for meat, as well as older animals of any breed. The meat of older bucks (more than one year old) is generally considered not desirable for meat for human consumption. Castration at a young age prevents the development of typical buck odor.
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Dairy goats are generally pastured in summer and may be stabled during the winter. As dairy does are milked daily, they are generally kept close to the milking shed. Their grazing is typically supplemented with hay and concentrates. Stabled goats may be kept in stalls similar to horses, or in larger group pens. In the US system, does are generally rebred annually. In some European commercial dairy systems, the does are bred only twice, and are milked continuously for several years after the second kidding.
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Meat goats are more frequently pastured year-round, and may be kept many miles from barns. Angora and other fiber breeds are also kept on pasture or range. Range-kept and pastured goats may be supplemented with hay or concentrates, most frequently during the winter or dry seasons.
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In the Indian subcontinent and much of Asia, goats are kept largely for milk production, both in commercial and household settings. The goats in this area may be kept closely housed or may be allowed to range for fodder. The Salem Black goat is herded to pasture in fields and along roads during the day, but is kept penned at night for safe-keeping.[40]
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In Africa and the Mideast, goats are typically run in flocks with sheep. This maximizes the production per acre, as goats and sheep prefer different food plants. Multiple types of goat-raising are found in Ethiopia, where four main types have been identified: pastured in annual crop systems, in perennial crop systems, with cattle, and in arid areas, under pastoral (nomadic) herding systems. In all four systems, however, goats were typically kept in extensive systems, with few purchased inputs.[41] Household goats are traditionally kept in Nigeria. While many goats are allowed to wander the homestead or village, others are kept penned and fed in what is called a 'cut-and-carry' system. This type of husbandry is also used in parts of Latin America. Cut-and-carry, which refers to the practice of cutting down grasses, corn or cane for feed rather than allowing the animal access to the field, is particularly suited for types of feed, such as corn or cane, that are easily destroyed by trampling.[42]
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Pet goats may be found in many parts of the world when a family keeps one or more animals for emotional reasons rather than as production animals. It is becoming more common for goats to be kept exclusively as pets in North America and Europe.
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The taste of goat kid meat is similar to that of spring lamb meat;[43] in fact, in the English-speaking islands of the Caribbean, and in some parts of Asia, particularly Bangladesh, Pakistan and India, the word “mutton” is used to describe both goat and sheep meat. However, some compare the taste of goat meat to veal or venison, depending on the age and condition of the goat. Its flavor is said to be primarily linked to the presence of 4-methyloctanoic and 4-methylnonanoic acid.[44] It can be prepared in a variety of ways, including stewing, baking, grilling, barbecuing, canning, and frying; it can be minced, curried, or made into sausage. Due to its low fat content, the meat can toughen at high temperatures if cooked without additional moisture. One of the most popular goats grown for meat is the South African Boer, introduced into the United States in the early 1990s. The New Zealand Kiko is also considered a meat breed, as is the myotonic or "fainting goat", a breed originating in Tennessee.
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Goats produce about 2% of the world's total annual milk supply.[45] Some goats are bred specifically for milk. If the strong-smelling buck is not separated from the does, his scent will affect the milk.
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|
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Goat milk naturally has small, well-emulsified fat globules, which means the cream remains suspended in the milk, instead of rising to the top, as in raw cow milk; therefore, it does not need to be homogenized. Indeed, if the milk is to be used to make cheese, homogenization is not recommended, as this changes the structure of the milk, affecting the culture's ability to coagulate the milk and the final quality and yield of cheese.[46]
|
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|
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Dairy goats in their prime (generally around the third or fourth lactation cycle) average—2.7 to 3.6 kg (6 to 8 lb)—of milk production daily—roughly 2.8 to 3.8 l (3 to 4 U.S. qt)—during a ten-month lactation, producing more just after freshening and gradually dropping in production toward the end of their lactation. The milk generally averages 3.5% butterfat.[47]
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Goat milk is commonly processed into cheese, butter, ice cream, yogurt, cajeta and other products. Goat cheese is known as fromage de chèvre ("goat cheese") in France. Some varieties include Rocamadour and Montrachet.[48] Goat butter is white because goats produce milk with the yellow beta-carotene converted to a colorless form of vitamin A. Goat milk has less cholesterol [49]
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The American Academy of Pediatrics discourages feeding infants milk derived from goats. An April 2010 case report[50] summarizes their recommendation and presents "a comprehensive review of the consequences associated with this dangerous practice", also stating, "Many infants are exclusively fed unmodified goat's milk as a result of cultural beliefs as well as exposure to false online information. Anecdotal reports have described a host of morbidities associated with that practice, including severe electrolyte abnormalities, metabolic acidosis, megaloblastic anemia, allergic reactions including life-threatening anaphylactic shock, hemolytic uremic syndrome, and infections." Untreated caprine brucellosis results in a 2% case fatality rate. According to the USDA, doe milk is not recommended for human infants because it contains "inadequate quantities of iron, folate, vitamins C and D, thiamine, niacin, vitamin B6, and pantothenic acid to meet an infant’s nutritional needs" and may cause harm to an infant's kidneys and could cause metabolic damage.[51]
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The department of health in the United Kingdom has repeatedly released statements stating on various occasions that[52] "Goats' milk is not suitable for babies, and infant formulas and follow-on formulas based on goats' milk protein have not been approved for use in Europe", and "infant milks based on goats' milk protein are not suitable as a source of nutrition for infants."[53] Moreover, according to the Canadian federal health department Health Canada, most of the dangers of, and counter-indications for, feeding unmodified goat's milk to infants parallel those associated with unmodified cow's milk — especially insofar as allergic reactions go.[54]
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However, some farming groups promote the practice. For example, Small Farm Today, in 2005, claimed beneficial use in invalid and convalescent diets, proposing that glycerol ethers, possibly important in nutrition for nursing infants, are much higher in does' milk than in cows' milk.[55] A 1970 book on animal breeding claimed that does' milk differs from cows' or humans' milk by having higher digestibility, distinct alkalinity, higher buffering capacity, and certain therapeutic values in human medicine and nutrition.[56] George Mateljan suggested doe milk can replace ewe milk or cow milk in diets of those who are allergic to certain mammals' milk.[57] However, like cow milk, doe milk has lactose (sugar), and may cause gastrointestinal problems for individuals with lactose intolerance.[57] In fact, the level of lactose is similar to that of cow milk.[53]
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Some researchers and companies producing goat's milk products have made claims that goat's milk is better for human health than most Western cow's milk due to it mostly lacking a form of β-casein proteins called A1, and instead mostly containing the A2 form, which does not metabolize to β-casomorphin 7 in the body.[58][59][60][61]
|
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|
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These compositions vary by breed (especially in the Nigerian Dwarf breed), animal, and point in the lactation period.
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|
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The Angora breed of goats produces long, curling, lustrous locks of mohair. The entire body of the goat is covered with mohair and there are no guard hairs. The locks constantly grow to four inches or more in length. Angora crossbreeds, such as the pygora and the nigora, have been created to produce mohair and/or cashgora on a smaller, easier-to-manage animal.
|
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The wool is shorn twice a year, with an average yield of about 4.5 kg (10 lb).
|
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Most goats have softer insulating hairs nearer the skin, and longer guard hairs on the surface. The desirable fiber for the textile industry is the former, and it goes by several names (down, cashmere and pashmina). The coarse guard hairs are of little value as they are too coarse, difficult to spin and difficult to dye. The cashmere goat produces a commercial quantity of cashmere wool, which is one of the most expensive natural fibers commercially produced; cashmere is very fine and soft. The cashmere goat fiber is harvested once a year, yielding around 260 g (9 oz) of down.
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In South Asia, cashmere is called "pashmina" (from Persian pashmina, "fine wool").
|
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In the 18th and early 19th centuries, Kashmir (then called Cashmere by the British), had a thriving industry producing shawls from goat-hair imported from Tibet and Tartary through Ladakh. The shawls were introduced into Western Europe when the General in Chief of the French campaign in Egypt (1799–1802) sent one to Paris. Since these shawls were produced in the upper Kashmir and Ladakh region, the wool came to be known as "cashmere".
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Goats have been used by humans to clear unwanted vegetation for centuries. They have been described as "eating machines" and "biological control agents".[64][65] There has been a resurgence of this in North America since 1990, when herds were used to clear dry brush from California hillsides thought to be endangered by potential wildfires. This form of using goats to clear land is sometimes known as conservation grazing. Since then, numerous public and private agencies have hired private herds from companies such as Rent A Goat to perform similar tasks.[64][66] This may be expensive and their smell may be a nuisance.[67] This practice has become popular in the Pacific Northwest, where they are used to remove invasive species not easily removed by humans, including (thorned) blackberry vines and poison oak.[64][68][69] Chattanooga, TN and Spartanburg, SC have used goats to control kudzu, an invasive plant species prevalent in the southeastern United States.[70]
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As a goat's anatomy and physiology is not too dissimilar from that of humans, some countries' militaries use goats to train combat medics. In the United States, goats have become the main animal species used for this purpose after the Pentagon phased out using dogs for medical training in the 1980s.[71] While modern mannequins used in medical training are quite efficient in simulating the behavior of a human body, trainees feel that "the goat exercise provide[s] a sense of urgency that only real life trauma can provide".[72]
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Some people choose goats as a pet because of their ability to form close bonds with their human guardians. Because of goats' herd mentality, they will follow their owners around and form close bonds with them.
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Goat breeds fall into overlapping, general categories. They are generally distributed in those used for dairy, fiber, meat, skins, and as companion animals. Some breeds are also particularly noted as pack goats.
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Goat breeders' clubs frequently hold shows, where goats are judged on traits relating to conformation, udder quality, evidence of high production, longevity, build and muscling (meat goats and pet goats) and fiber production and the fiber itself (fiber goats). People who show their goats usually keep registered stock and the offspring of award-winning animals command a higher price. Registered goats, in general, are usually higher-priced if for no other reason than that records have been kept proving their ancestry and the production and other data of their sires, dams, and other ancestors. A registered doe is usually less of a gamble than buying a doe at random (as at an auction or sale barn) because of these records and the reputation of the breeder.
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Children's clubs such as 4-H also allow goats to be shown. Children's shows often include a showmanship class, where the cleanliness and presentation of both the animal and the exhibitor as well as the handler's ability and skill in handling the goat are scored. In a showmanship class, conformation is irrelevant since this is not what is being judged.
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Various "Dairy Goat Scorecards" (milking does) are systems used for judging shows in the US. The American Dairy Goat Association (ADGA) scorecard for an adult doe includes a point system of a hundred total with major categories that include general appearance, the dairy character of a doe (physical traits that aid and increase milk production), body capacity, and specifically for the mammary system. Young stock and bucks are judged by different scorecards which place more emphasis on the other three categories; general appearance, body capacity, and dairy character.
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The American Goat Society (AGS) has a similar, but not identical scorecard that is used in their shows. The miniature dairy goats may be judged by either of the two scorecards. The "Angora Goat scorecard" used by the Colored Angora Goat Breeder's Association (CAGBA), which covers the white and the colored goats, includes evaluation of an animal's fleece color, density, uniformity, fineness, and general body confirmation. Disqualifications include: a deformed mouth, broken down pasterns, deformed feet, crooked legs, abnormalities of testicles, missing testicles, more than 3 inch split in scrotum, and close-set or distorted horns.
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Archaeologists excavating the ancient city of Ebla in Syria discovered, among others, the tomb of some king or great noble which included
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a throne decorated with bronze goat heads. That led to this tomb becoming known as "The Tomb of the Lord of the Goats".[73][74]
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According to Norse mythology, the god of thunder, Thor, has a chariot that is pulled by the goats Tanngrisnir and Tanngnjóstr.[75] At night when he sets up camp, Thor eats the meat of the goats, but takes care that all bones remain whole. Then he wraps the remains up, and in the morning, the goats always come back to life to pull the chariot. When a farmer's son who is invited to share the meal breaks one of the goats' leg bones to suck the marrow, the animal's leg remains broken in the morning, and the boy is forced to serve Thor as a servant to compensate for the damage.
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Possibly related, the Yule Goat is one of the oldest Scandinavian and Northern European Yule and Christmas symbols and traditions. Yule Goat originally denoted the goat that was slaughtered around Yule, but it may also indicate a goat figure made out of straw. It is also used about the custom of going door-to-door singing carols and getting food and drinks in return, often fruit, cakes and sweets. "Going Yule Goat" is similar to the British custom wassailing, both with heathen roots. The Gävle Goat is a giant version of the Yule Goat, erected every year in the Swedish city of Gävle.
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The Greek god Pan is said to have the upper body of a man and the horns and lower body of a goat.[75] Pan was a very lustful god, nearly all of the myths involving him had to do with him chasing nymphs. He is also credited with creating the pan flute.
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The goat is one of the 12-year cycle of animals which appear in the Chinese zodiac related to the Chinese calendar. Each animal is associated with certain personality traits; those born in a year of the goat are predicted to be shy, introverted, creative, and perfectionist.
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Several mythological hybrid creatures are believed to consist of parts of the goat, including the Chimera. The Capricorn sign in the Western zodiac is usually depicted as a goat with a fish's tail. Fauns and satyrs are mythological creatures that are part goat and part human. The mineral bromine is named from the Greek word "brόmos", which means "stench of he-goats".
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Popular Christian folk tradition in Europe associated Satan with imagery of goats.[75] A common superstition in the Middle Ages was that goats whispered lewd sentences in the ears of the saints. The origin of this belief was probably the behavior of the buck in rut, the very epitome of lust. The common medieval depiction of the devil was that of a goat-like face with horns and small beard (a goatee). The Black Mass, a probably mythological "Satanic mass", involved Satan manifesting as a black goat for worship.
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The goat has had a lingering connection with Satanism and pagan religions, even into modern times. The inverted pentagram, a symbol used in Satanism, is said to be shaped like a goat's head. The "Baphomet of Mendes" refers to a Satanic goat-like figure from 19th-century occultism.
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In Finland the tradition of Nuutinpäivä—St. Knut's Day, January 13—involves young men dressed as goats (Finnish: Nuuttipukki) who visit houses. Usually the dress was an inverted fur jacket, a leather or birch bark mask, and horns. Unlike the analogues Santa Claus, Nuuttipukki was a scary character (cf. Krampus). The men dressed as Nuuttipukki wandered from house to house, came in, and typically demanded food from the household and especially leftover alcoholic beverages. In Finland the Nuuttipukki tradition is still kept alive in areas of Satakunta, Southwest Finland and Ostrobothnia. However, nowadays the character is usually played by children and now involves a happy encounter.[76]
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The common Russian surname Kozlov (Russian: Козло́в), means "goat". Goatee refers to a style of facial hair incorporating hair on a man's chin, so named because of some similarity to a goat's facial feature.
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Goats are mentioned many times in the Bible. Their importance in ancient Israel is indicated by the seven different Hebrew and three Greek terms used in the Bible.[77] A goat is considered a "clean" animal by Jewish dietary laws and a kid was slaughtered for an honored guest. It was also acceptable for some kinds of sacrifices. Goat-hair curtains were used in the tent that contained the tabernacle (Exodus 25:4). Its horns can be used instead of sheep's horn to make a shofar.[78] On Yom Kippur, the festival of the Day of Atonement, two goats were chosen and lots were drawn for them. One was sacrificed and the other allowed to escape into the wilderness, symbolically carrying with it the sins of the community. From this comes the word "scapegoat". A leader or king was sometimes compared to a male goat leading the flock.
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In the New Testament(Matthew 25), Jesus returned to Jerusalem the first day of the week (Sunday) before his crucifixion. Having visited the Jewish Temple, Jesus met with his disciples on the Mount of Olives outside the city. At the end of an extended discourse he told of a time after his Resurrection when he would return in glory and sit in judgement of Gentile nations of the world using a metaphor of the Sheep and the Goats. Commonly sheep and goats grazed together in mixed herds.[77]
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In Matthew 25:31–46, Jesus said that like a shepherd he will separate the nations placing on his right hand the sheep, those who have shown kindness to needy and suffering disciples of Jesus and others. These he will reward, but the goats at his left hand, who failed to show kindness, will be punished. Although both sheep and goats were valued as livestock, this preference for sheep may relate to the importance of wool and the superior meat of adult sheep compared to the poor meat of adult goats[77].
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Goats readily revert to the wild (become feral) if given the opportunity. The only domestic animal known to return to feral life as swiftly is the cat.[5] Feral goats have established themselves in many areas: they occur in Australia, New Zealand, Great Britain, the Galapagos and in many other places. When feral goats reach large populations in habitats which provide unlimited water supply and which do not contain sufficient large predators or which are otherwise vulnerable to goats' aggressive grazing habits, they may have serious effects, such as removing native scrub, trees and other vegetation which is required by a wide range of other creatures, not just other grazing or browsing animals. Feral goats are common in Australia.[79] However, in other circumstances where predator pressure is maintained, they may be accommodated into some balance in the local food web.
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Capra hircus Linnaeus, 1758
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Capra depressa Linnaeus, 1758
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Capra mambrica Linnaeus, 1758
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Capra reversa Linnaeus, 1758
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The domestic goat or simply goat (Capra aegagrus hircus) is a subspecies of C. aegagrus domesticated from the wild goat of Southwest Asia and Eastern Europe. The goat is a member of the animal family Bovidae and the subfamily Caprinae, meaning it is closely related to the sheep. There are over 300 distinct breeds of goat.[1] Goats are one of the oldest domesticated species of animal, and have been used for milk, meat, fur and skins across much of the world.[2] Milk from goats is often turned into goat cheese.
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Female goats are referred to as does or nannies, intact males are called bucks or billies and juvenile goats of both sexes are called kids. Castrated males are called wethers. While the words hircine and caprine both refer to anything having a goat-like quality, hircine is used most often to emphasize the distinct smell of domestic goats.
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In 2011, there were more than 924 million goats living in the world, according to the UN Food and Agriculture Organization.[3]
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The Modern English word goat comes from Old English gāt "she-goat, goat in general", which in turn derives from Proto-Germanic *gaitaz (cf. Dutch/Icelandic geit, German Geiß, and Gothic gaits), ultimately from Proto-Indo-European *ǵʰaidos meaning "young goat" (cf. Latin haedus "kid"),[4] itself perhaps from a root meaning "jump" (assuming that Old Church Slavonic zajęcǐ "hare", Sanskrit jihīte "he moves" are related).[citation needed] To refer to the male, Old English used bucca (giving modern buck) until ousted by hegote, hegoote in the late 12th century. Nanny goat (females) originated in the 18th century and billy goat (for males) in the 19th.
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Goats are among the earliest animals domesticated by humans.[5] The most recent genetic analysis[6] confirms the archaeological evidence that the wild bezoar ibex of the Zagros Mountains is the likely original ancestor of probably all domestic goats today.[5]
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Neolithic farmers began to herd wild goats primarily for easy access to milk and meat, as well as to their dung, which was used as fuel, and their bones, hair and sinew for clothing, building and tools.[1] The earliest remnants of domesticated goats dating 10,000 years before present are found in Ganj Dareh in Iran. Goat remains have been found at archaeological sites in Jericho, Choga Mami,[7] Djeitun, and Çayönü, dating the domestication of goats in Western Asia at between 8,000 and 9,000 years ago.[5]
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Studies of DNA evidence suggests 10,000 years BP as the domestication date.[6]
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Historically, goat hide has been used for water and wine bottles in both traveling and transporting wine for sale. It has also been used to produce parchment.
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Each recognized breed of goat has specific weight ranges, which vary from over 140 kg (300 lb) for bucks of larger breeds such as the Boer, to 20 to 27 kg (45 to 60 lb) for smaller goat does.[8] Within each breed, different strains or bloodlines may have different recognized sizes. At the bottom of the size range are miniature breeds such as the African Pygmy, which stand 41 to 58 cm (16 to 23 in) at the shoulder as adults.[9]
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Most goats naturally have two horns, of various shapes and sizes depending on the breed.[10] There have been incidents of polycerate goats (having as many as eight horns), although this is a genetic rarity thought to be inherited. Unlike cattle, goats have not been successfully bred to be reliably polled, as the genes determining sex and those determining horns are closely linked. Breeding together two genetically polled goats results in a high number of intersex individuals among the offspring, which are typically sterile.[10] Their horns are made of living bone surrounded by keratin and other proteins, and are used for defense, dominance, and territoriality.[11]
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Goats are ruminants. They have a four-chambered stomach consisting of the rumen, the reticulum, the omasum, and the abomasum. As with other mammal ruminants, they are even-toed ungulates. The females have an udder consisting of two teats, in contrast to cattle, which have four teats.[12] An exception to this is the Boer goat, which sometimes may have up to eight teats.[13][14]
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Goats have horizontal, slit-shaped pupils. Because goats' irises are usually pale, their contrasting pupils are much more noticeable than in animals such as cattle, deer, most horses and many sheep, whose similarly horizontal pupils blend into a dark iris and sclera.
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Both male and female goats have beards, and many types of goat (most commonly dairy goats, dairy-cross Boers, and pygmy goats) may have wattles, one dangling from each side of the neck.[15]
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Goats expressing the tan pattern have coats pigmented completely with phaeomelanin (tan/brown pigment). The allele which codes for this pattern is located at the agouti locus of the goat genome. It is completely dominant to all other alleles at this locus. There are multiple modifier genes which control how much tan pigment is actually expressed, so a tan-patterned goat can have a coat ranging from pure white to deep red.
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Goats reach puberty between three and 15 months of age, depending on breed and nutritional status. Many breeders prefer to postpone breeding until the doe has reached 70% of the adult weight. However, this separation is rarely possible in extensively managed, open-range herds.[16]
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In temperate climates and among the Swiss breeds, the breeding season commences as the day length shortens, and ends in early spring or before. In equatorial regions, goats are able to breed at any time of the year. Successful breeding in these regions depends more on available forage than on day length. Does of any breed or region come into estrus (heat) every 21 days for two to 48 hours. A doe in heat typically flags (vigorously wags) her tail often, stays near the buck if one is present, becomes more vocal, and may also show a decrease in appetite and milk production for the duration of the heat.
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Bucks (intact males) of Swiss and northern breeds come into rut in the fall as with the does' heat cycles. Bucks of equatorial breeds may show seasonal reduced fertility, but as with the does, are capable of breeding at all times. Rut is characterized by a decrease in appetite and obsessive interest in the does.[11] A buck in rut will display flehmen lip curling and will urinate on his forelegs and face.[17] Sebaceous scent glands at the base of the horns add to the male goat's odor, which is important to make him attractive to the female. Some does will not mate with a buck which has been descented.[11]
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In addition to natural, traditional mating, artificial insemination has gained popularity among goat breeders, as it allows easy access to a wide variety of bloodlines.
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Gestation length is approximately 150 days. Twins are the usual result, with single and triplet births also common. Less frequent are litters of quadruplet, quintuplet, and even sextuplet kids. Birthing, known as kidding, generally occurs uneventfully. Just before kidding, the doe will have a sunken area around the tail and hip, as well as heavy breathing. She may have a worried look, become restless and display great affection for her keeper. The mother often eats the placenta, which gives her much-needed nutrients, helps stanch her bleeding, and parallels the behavior of wild herbivores, such as deer, to reduce the lure of the birth scent for predators.[18][19]
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Freshening (coming into milk production) occurs at kidding. Milk production varies with the breed, age, quality, and diet of the doe; dairy goats generally produce between 680 and 1,810 kg (1,500 and 4,000 lb) of milk per 305-day lactation. On average, a good quality dairy doe will give at least 3 kg (6 lb) of milk per day while she is in milk. A first-time milker may produce less, or as much as 7 kg (16 lb), or more of milk in exceptional cases. After the lactation, the doe will "dry off", typically after she has been bred. Occasionally, goats that have not been bred and are continuously milked will continue lactation beyond the typical 305 days.[20] Meat, fiber, and pet breeds are not usually milked and simply produce enough for the kids until weaning.
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Male lactation is also known to occur in goats.[21]
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Goats are reputed to be willing to eat almost anything, including tin cans and cardboard boxes. While goats will not actually eat inedible material, they are browsing animals, not grazers like cattle and sheep, and (coupled with their highly curious nature) will chew on and taste just about anything remotely resembling plant matter to decide whether it is good to eat, including cardboard, clothing and paper (such as labels from tin cans).[22] The unusual smells of leftover food in discarded cans or boxes may further stimulate their curiosity.[citation needed]
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Aside from sampling many things, goats are quite particular in what they actually consume, preferring to browse on the tips of woody shrubs and trees, as well as the occasional broad-leaved plant. However, it can fairly be said that their plant diet is extremely varied, and includes some species which are otherwise toxic.[23] They will seldom consume soiled food or contaminated water unless facing starvation. This is one reason goat-rearing is most often free-ranging, since stall-fed goat-rearing involves extensive upkeep and is seldom commercially viable.
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Goats prefer to browse on vines, such as kudzu, on shrubbery and on weeds, more like deer than sheep, preferring them to grasses. Nightshade is poisonous; wilted fruit tree leaves can also kill goats. Silage (fermented corn stalks) and haylage (fermented grass hay) can be used if consumed immediately after opening – goats are particularly sensitive to Listeria bacteria that can grow in fermented feeds. Alfalfa, a high-protein plant, is widely fed as hay; fescue is the least palatable and least nutritious hay. Mold in a goat's feed can make it sick and possibly kill it.
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In various places in China, goats are used in the production of tea. Goats are released onto the tea terraces where they avoid consuming the green tea leaves (which contain bitter tasting substances) but instead eat the weeds. The goats' droppings fertilise the tea plants.[24]
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The digestive physiology of a very young kid (like the young of other ruminants) is essentially the same as that of a monogastric animal. Milk digestion begins in the abomasum, the milk having bypassed the rumen via closure of the reticuloesophageal groove during suckling. At birth, the rumen is undeveloped, but as the kid begins to consume solid feed, the rumen soon increases in size and in its capacity to absorb nutrients.
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The adult size of a particular goat is a product of its breed (genetic potential) and its diet while growing (nutritional potential). As with all livestock, increased protein diets (10 to 14%) and sufficient calories during the prepuberty period yield higher growth rates and larger eventual size than lower protein rates and limited calories.[25] Large-framed goats, with a greater skeletal size, reach mature weight at a later age (36 to 42 months) than small-framed goats (18 to 24 months) if both are fed to their full potential. Large-framed goats need more calories than small-framed goats for maintenance of daily functions.[26]
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Goats are naturally curious. They are also agile and well known for their ability to climb and balance in precarious places. This makes them the only ruminant to regularly climb trees. Due to their agility and inquisitiveness, they are notorious for escaping their pens by testing fences and enclosures, either intentionally or simply because they are used to climbing. If any of the fencing can be overcome, goats will almost inevitably escape. Goats have been found to be as intelligent as dogs by some studies.[27]
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When handled as a group, goats tend to display less herding behavior than sheep. When grazing undisturbed, they tend to spread across the field or range, rather than feed side by side as do sheep. When nursing young, goats will leave their kids separated ("lying out") rather than clumped, as do sheep. They will generally turn and face an intruder and bucks are more likely to charge or butt at humans than are rams.[28]
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A study by Queen Mary University reports that goats try to communicate with people in the same manner as domesticated animals such as dogs and horses. Goats were first domesticated as livestock more than 10,000 years ago. Research conducted to test communication skills found that the goats will look to a human for assistance when faced with a challenge that had previously been mastered, but was then modified. Specifically, when presented with a box, the goat was able to remove the lid and retrieve a treat inside, but when the box was turned so the lid could not be removed, the goat would turn and gaze at the person and move toward them, before looking back toward the box. This is the same type of complex communication observed by animals bred as domestic pets, such as dogs. Researchers believe that better understanding of human-goat interaction could offer overall improvement in the animals' welfare.[29][30] The field of anthrozoology has established that domesticated animals have the capacity for complex communication with humans when in 2015 a Japanese scientist determined that levels of oxytocin did increase in human subjects when dogs were exposed to a dose of the "love hormone", proving that a human-animal bond does exist. This is the same affinity that was proven with the London study above; goats are intelligent, capable of complex communication, and able to form bonds.[31]
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While goats are generally considered hardy animals and in many situations receive little medical care, they are subject to a number of diseases. Among the conditions affecting goats are respiratory diseases including pneumonia, foot rot, internal parasites, pregnancy toxosis and feed toxicity. Feed toxicity can vary based on breed and location. Certain foreign fruits and vegetables can be toxic to different breeds of goats.
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Goats can become infected with various viral and bacterial diseases, such as foot-and-mouth disease, caprine arthritis encephalitis, caseous lymphadenitis, pinkeye, mastitis, and pseudorabies. They can transmit a number of zoonotic diseases to people, such as tuberculosis, brucellosis, Q-fever, and rabies.[32]
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Life expectancy for goats is between 15 and 18 years.[33] An instance of a goat reaching the age of 24 has been reported.[34]
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Several factors can reduce this average expectancy; problems during kidding can lower a doe's expected life span to 10 or 11, and stresses of going into rut can lower a buck's expected life span to eight to 10 years.[34]
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A goat is useful to humans when it is living and when it is dead, first as a renewable provider of milk, manure, and fiber, and then as meat and hide.[35] Some charities provide goats to impoverished people in poor countries, because goats are easier and cheaper to manage than cattle, and have multiple uses. In addition, goats are used for driving and packing purposes.
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The intestine of goats is used to make "catgut", which is still in use as a material for internal human surgical sutures and strings for musical instruments. The horn of the goat, which signifies plenty and wellbeing (the cornucopia), is also used to make spoons.[36]
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According to the Food and Agriculture Organization (FAO), the top producers of goat milk in 2008 were India (4 million metric tons), Bangladesh (2.16 million metric tons) and the Sudan (1.47 million metric tons).[37] India slaughters 41% of 124.4 million goats each year. The 0.6 million metric tonnes of goat meat make up 8% of India's annual meat production.[38] Approximately 440 million goats are slaughtered each year for meat worldwide.[39]
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Husbandry, or animal care and use, varies by region and culture. The particular housing used for goats depends not only on the intended use of the goat, but also on the region of the world where they are raised. Historically, domestic goats were generally kept in herds that wandered on hills or other grazing areas, often tended by goatherds who were frequently children or adolescents, similar to the more widely known shepherd. These methods of herding are still used today.
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In some parts of the world, especially Europe and North America, distinct breeds of goats are kept for dairy (milk) and for meat production. Excess male kids of dairy breeds are typically slaughtered for meat. Both does and bucks of meat breeds may be slaughtered for meat, as well as older animals of any breed. The meat of older bucks (more than one year old) is generally considered not desirable for meat for human consumption. Castration at a young age prevents the development of typical buck odor.
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Dairy goats are generally pastured in summer and may be stabled during the winter. As dairy does are milked daily, they are generally kept close to the milking shed. Their grazing is typically supplemented with hay and concentrates. Stabled goats may be kept in stalls similar to horses, or in larger group pens. In the US system, does are generally rebred annually. In some European commercial dairy systems, the does are bred only twice, and are milked continuously for several years after the second kidding.
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Meat goats are more frequently pastured year-round, and may be kept many miles from barns. Angora and other fiber breeds are also kept on pasture or range. Range-kept and pastured goats may be supplemented with hay or concentrates, most frequently during the winter or dry seasons.
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In the Indian subcontinent and much of Asia, goats are kept largely for milk production, both in commercial and household settings. The goats in this area may be kept closely housed or may be allowed to range for fodder. The Salem Black goat is herded to pasture in fields and along roads during the day, but is kept penned at night for safe-keeping.[40]
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In Africa and the Mideast, goats are typically run in flocks with sheep. This maximizes the production per acre, as goats and sheep prefer different food plants. Multiple types of goat-raising are found in Ethiopia, where four main types have been identified: pastured in annual crop systems, in perennial crop systems, with cattle, and in arid areas, under pastoral (nomadic) herding systems. In all four systems, however, goats were typically kept in extensive systems, with few purchased inputs.[41] Household goats are traditionally kept in Nigeria. While many goats are allowed to wander the homestead or village, others are kept penned and fed in what is called a 'cut-and-carry' system. This type of husbandry is also used in parts of Latin America. Cut-and-carry, which refers to the practice of cutting down grasses, corn or cane for feed rather than allowing the animal access to the field, is particularly suited for types of feed, such as corn or cane, that are easily destroyed by trampling.[42]
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Pet goats may be found in many parts of the world when a family keeps one or more animals for emotional reasons rather than as production animals. It is becoming more common for goats to be kept exclusively as pets in North America and Europe.
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The taste of goat kid meat is similar to that of spring lamb meat;[43] in fact, in the English-speaking islands of the Caribbean, and in some parts of Asia, particularly Bangladesh, Pakistan and India, the word “mutton” is used to describe both goat and sheep meat. However, some compare the taste of goat meat to veal or venison, depending on the age and condition of the goat. Its flavor is said to be primarily linked to the presence of 4-methyloctanoic and 4-methylnonanoic acid.[44] It can be prepared in a variety of ways, including stewing, baking, grilling, barbecuing, canning, and frying; it can be minced, curried, or made into sausage. Due to its low fat content, the meat can toughen at high temperatures if cooked without additional moisture. One of the most popular goats grown for meat is the South African Boer, introduced into the United States in the early 1990s. The New Zealand Kiko is also considered a meat breed, as is the myotonic or "fainting goat", a breed originating in Tennessee.
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Goats produce about 2% of the world's total annual milk supply.[45] Some goats are bred specifically for milk. If the strong-smelling buck is not separated from the does, his scent will affect the milk.
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Goat milk naturally has small, well-emulsified fat globules, which means the cream remains suspended in the milk, instead of rising to the top, as in raw cow milk; therefore, it does not need to be homogenized. Indeed, if the milk is to be used to make cheese, homogenization is not recommended, as this changes the structure of the milk, affecting the culture's ability to coagulate the milk and the final quality and yield of cheese.[46]
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Dairy goats in their prime (generally around the third or fourth lactation cycle) average—2.7 to 3.6 kg (6 to 8 lb)—of milk production daily—roughly 2.8 to 3.8 l (3 to 4 U.S. qt)—during a ten-month lactation, producing more just after freshening and gradually dropping in production toward the end of their lactation. The milk generally averages 3.5% butterfat.[47]
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Goat milk is commonly processed into cheese, butter, ice cream, yogurt, cajeta and other products. Goat cheese is known as fromage de chèvre ("goat cheese") in France. Some varieties include Rocamadour and Montrachet.[48] Goat butter is white because goats produce milk with the yellow beta-carotene converted to a colorless form of vitamin A. Goat milk has less cholesterol [49]
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The American Academy of Pediatrics discourages feeding infants milk derived from goats. An April 2010 case report[50] summarizes their recommendation and presents "a comprehensive review of the consequences associated with this dangerous practice", also stating, "Many infants are exclusively fed unmodified goat's milk as a result of cultural beliefs as well as exposure to false online information. Anecdotal reports have described a host of morbidities associated with that practice, including severe electrolyte abnormalities, metabolic acidosis, megaloblastic anemia, allergic reactions including life-threatening anaphylactic shock, hemolytic uremic syndrome, and infections." Untreated caprine brucellosis results in a 2% case fatality rate. According to the USDA, doe milk is not recommended for human infants because it contains "inadequate quantities of iron, folate, vitamins C and D, thiamine, niacin, vitamin B6, and pantothenic acid to meet an infant’s nutritional needs" and may cause harm to an infant's kidneys and could cause metabolic damage.[51]
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The department of health in the United Kingdom has repeatedly released statements stating on various occasions that[52] "Goats' milk is not suitable for babies, and infant formulas and follow-on formulas based on goats' milk protein have not been approved for use in Europe", and "infant milks based on goats' milk protein are not suitable as a source of nutrition for infants."[53] Moreover, according to the Canadian federal health department Health Canada, most of the dangers of, and counter-indications for, feeding unmodified goat's milk to infants parallel those associated with unmodified cow's milk — especially insofar as allergic reactions go.[54]
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However, some farming groups promote the practice. For example, Small Farm Today, in 2005, claimed beneficial use in invalid and convalescent diets, proposing that glycerol ethers, possibly important in nutrition for nursing infants, are much higher in does' milk than in cows' milk.[55] A 1970 book on animal breeding claimed that does' milk differs from cows' or humans' milk by having higher digestibility, distinct alkalinity, higher buffering capacity, and certain therapeutic values in human medicine and nutrition.[56] George Mateljan suggested doe milk can replace ewe milk or cow milk in diets of those who are allergic to certain mammals' milk.[57] However, like cow milk, doe milk has lactose (sugar), and may cause gastrointestinal problems for individuals with lactose intolerance.[57] In fact, the level of lactose is similar to that of cow milk.[53]
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Some researchers and companies producing goat's milk products have made claims that goat's milk is better for human health than most Western cow's milk due to it mostly lacking a form of β-casein proteins called A1, and instead mostly containing the A2 form, which does not metabolize to β-casomorphin 7 in the body.[58][59][60][61]
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These compositions vary by breed (especially in the Nigerian Dwarf breed), animal, and point in the lactation period.
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The Angora breed of goats produces long, curling, lustrous locks of mohair. The entire body of the goat is covered with mohair and there are no guard hairs. The locks constantly grow to four inches or more in length. Angora crossbreeds, such as the pygora and the nigora, have been created to produce mohair and/or cashgora on a smaller, easier-to-manage animal.
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The wool is shorn twice a year, with an average yield of about 4.5 kg (10 lb).
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Most goats have softer insulating hairs nearer the skin, and longer guard hairs on the surface. The desirable fiber for the textile industry is the former, and it goes by several names (down, cashmere and pashmina). The coarse guard hairs are of little value as they are too coarse, difficult to spin and difficult to dye. The cashmere goat produces a commercial quantity of cashmere wool, which is one of the most expensive natural fibers commercially produced; cashmere is very fine and soft. The cashmere goat fiber is harvested once a year, yielding around 260 g (9 oz) of down.
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In South Asia, cashmere is called "pashmina" (from Persian pashmina, "fine wool").
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In the 18th and early 19th centuries, Kashmir (then called Cashmere by the British), had a thriving industry producing shawls from goat-hair imported from Tibet and Tartary through Ladakh. The shawls were introduced into Western Europe when the General in Chief of the French campaign in Egypt (1799–1802) sent one to Paris. Since these shawls were produced in the upper Kashmir and Ladakh region, the wool came to be known as "cashmere".
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Goats have been used by humans to clear unwanted vegetation for centuries. They have been described as "eating machines" and "biological control agents".[64][65] There has been a resurgence of this in North America since 1990, when herds were used to clear dry brush from California hillsides thought to be endangered by potential wildfires. This form of using goats to clear land is sometimes known as conservation grazing. Since then, numerous public and private agencies have hired private herds from companies such as Rent A Goat to perform similar tasks.[64][66] This may be expensive and their smell may be a nuisance.[67] This practice has become popular in the Pacific Northwest, where they are used to remove invasive species not easily removed by humans, including (thorned) blackberry vines and poison oak.[64][68][69] Chattanooga, TN and Spartanburg, SC have used goats to control kudzu, an invasive plant species prevalent in the southeastern United States.[70]
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As a goat's anatomy and physiology is not too dissimilar from that of humans, some countries' militaries use goats to train combat medics. In the United States, goats have become the main animal species used for this purpose after the Pentagon phased out using dogs for medical training in the 1980s.[71] While modern mannequins used in medical training are quite efficient in simulating the behavior of a human body, trainees feel that "the goat exercise provide[s] a sense of urgency that only real life trauma can provide".[72]
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Some people choose goats as a pet because of their ability to form close bonds with their human guardians. Because of goats' herd mentality, they will follow their owners around and form close bonds with them.
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Goat breeds fall into overlapping, general categories. They are generally distributed in those used for dairy, fiber, meat, skins, and as companion animals. Some breeds are also particularly noted as pack goats.
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Goat breeders' clubs frequently hold shows, where goats are judged on traits relating to conformation, udder quality, evidence of high production, longevity, build and muscling (meat goats and pet goats) and fiber production and the fiber itself (fiber goats). People who show their goats usually keep registered stock and the offspring of award-winning animals command a higher price. Registered goats, in general, are usually higher-priced if for no other reason than that records have been kept proving their ancestry and the production and other data of their sires, dams, and other ancestors. A registered doe is usually less of a gamble than buying a doe at random (as at an auction or sale barn) because of these records and the reputation of the breeder.
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Children's clubs such as 4-H also allow goats to be shown. Children's shows often include a showmanship class, where the cleanliness and presentation of both the animal and the exhibitor as well as the handler's ability and skill in handling the goat are scored. In a showmanship class, conformation is irrelevant since this is not what is being judged.
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Various "Dairy Goat Scorecards" (milking does) are systems used for judging shows in the US. The American Dairy Goat Association (ADGA) scorecard for an adult doe includes a point system of a hundred total with major categories that include general appearance, the dairy character of a doe (physical traits that aid and increase milk production), body capacity, and specifically for the mammary system. Young stock and bucks are judged by different scorecards which place more emphasis on the other three categories; general appearance, body capacity, and dairy character.
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The American Goat Society (AGS) has a similar, but not identical scorecard that is used in their shows. The miniature dairy goats may be judged by either of the two scorecards. The "Angora Goat scorecard" used by the Colored Angora Goat Breeder's Association (CAGBA), which covers the white and the colored goats, includes evaluation of an animal's fleece color, density, uniformity, fineness, and general body confirmation. Disqualifications include: a deformed mouth, broken down pasterns, deformed feet, crooked legs, abnormalities of testicles, missing testicles, more than 3 inch split in scrotum, and close-set or distorted horns.
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Archaeologists excavating the ancient city of Ebla in Syria discovered, among others, the tomb of some king or great noble which included
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a throne decorated with bronze goat heads. That led to this tomb becoming known as "The Tomb of the Lord of the Goats".[73][74]
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According to Norse mythology, the god of thunder, Thor, has a chariot that is pulled by the goats Tanngrisnir and Tanngnjóstr.[75] At night when he sets up camp, Thor eats the meat of the goats, but takes care that all bones remain whole. Then he wraps the remains up, and in the morning, the goats always come back to life to pull the chariot. When a farmer's son who is invited to share the meal breaks one of the goats' leg bones to suck the marrow, the animal's leg remains broken in the morning, and the boy is forced to serve Thor as a servant to compensate for the damage.
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Possibly related, the Yule Goat is one of the oldest Scandinavian and Northern European Yule and Christmas symbols and traditions. Yule Goat originally denoted the goat that was slaughtered around Yule, but it may also indicate a goat figure made out of straw. It is also used about the custom of going door-to-door singing carols and getting food and drinks in return, often fruit, cakes and sweets. "Going Yule Goat" is similar to the British custom wassailing, both with heathen roots. The Gävle Goat is a giant version of the Yule Goat, erected every year in the Swedish city of Gävle.
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The Greek god Pan is said to have the upper body of a man and the horns and lower body of a goat.[75] Pan was a very lustful god, nearly all of the myths involving him had to do with him chasing nymphs. He is also credited with creating the pan flute.
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The goat is one of the 12-year cycle of animals which appear in the Chinese zodiac related to the Chinese calendar. Each animal is associated with certain personality traits; those born in a year of the goat are predicted to be shy, introverted, creative, and perfectionist.
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Several mythological hybrid creatures are believed to consist of parts of the goat, including the Chimera. The Capricorn sign in the Western zodiac is usually depicted as a goat with a fish's tail. Fauns and satyrs are mythological creatures that are part goat and part human. The mineral bromine is named from the Greek word "brόmos", which means "stench of he-goats".
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Popular Christian folk tradition in Europe associated Satan with imagery of goats.[75] A common superstition in the Middle Ages was that goats whispered lewd sentences in the ears of the saints. The origin of this belief was probably the behavior of the buck in rut, the very epitome of lust. The common medieval depiction of the devil was that of a goat-like face with horns and small beard (a goatee). The Black Mass, a probably mythological "Satanic mass", involved Satan manifesting as a black goat for worship.
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The goat has had a lingering connection with Satanism and pagan religions, even into modern times. The inverted pentagram, a symbol used in Satanism, is said to be shaped like a goat's head. The "Baphomet of Mendes" refers to a Satanic goat-like figure from 19th-century occultism.
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In Finland the tradition of Nuutinpäivä—St. Knut's Day, January 13—involves young men dressed as goats (Finnish: Nuuttipukki) who visit houses. Usually the dress was an inverted fur jacket, a leather or birch bark mask, and horns. Unlike the analogues Santa Claus, Nuuttipukki was a scary character (cf. Krampus). The men dressed as Nuuttipukki wandered from house to house, came in, and typically demanded food from the household and especially leftover alcoholic beverages. In Finland the Nuuttipukki tradition is still kept alive in areas of Satakunta, Southwest Finland and Ostrobothnia. However, nowadays the character is usually played by children and now involves a happy encounter.[76]
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The common Russian surname Kozlov (Russian: Козло́в), means "goat". Goatee refers to a style of facial hair incorporating hair on a man's chin, so named because of some similarity to a goat's facial feature.
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Goats are mentioned many times in the Bible. Their importance in ancient Israel is indicated by the seven different Hebrew and three Greek terms used in the Bible.[77] A goat is considered a "clean" animal by Jewish dietary laws and a kid was slaughtered for an honored guest. It was also acceptable for some kinds of sacrifices. Goat-hair curtains were used in the tent that contained the tabernacle (Exodus 25:4). Its horns can be used instead of sheep's horn to make a shofar.[78] On Yom Kippur, the festival of the Day of Atonement, two goats were chosen and lots were drawn for them. One was sacrificed and the other allowed to escape into the wilderness, symbolically carrying with it the sins of the community. From this comes the word "scapegoat". A leader or king was sometimes compared to a male goat leading the flock.
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In the New Testament(Matthew 25), Jesus returned to Jerusalem the first day of the week (Sunday) before his crucifixion. Having visited the Jewish Temple, Jesus met with his disciples on the Mount of Olives outside the city. At the end of an extended discourse he told of a time after his Resurrection when he would return in glory and sit in judgement of Gentile nations of the world using a metaphor of the Sheep and the Goats. Commonly sheep and goats grazed together in mixed herds.[77]
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In Matthew 25:31–46, Jesus said that like a shepherd he will separate the nations placing on his right hand the sheep, those who have shown kindness to needy and suffering disciples of Jesus and others. These he will reward, but the goats at his left hand, who failed to show kindness, will be punished. Although both sheep and goats were valued as livestock, this preference for sheep may relate to the importance of wool and the superior meat of adult sheep compared to the poor meat of adult goats[77].
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Goats readily revert to the wild (become feral) if given the opportunity. The only domestic animal known to return to feral life as swiftly is the cat.[5] Feral goats have established themselves in many areas: they occur in Australia, New Zealand, Great Britain, the Galapagos and in many other places. When feral goats reach large populations in habitats which provide unlimited water supply and which do not contain sufficient large predators or which are otherwise vulnerable to goats' aggressive grazing habits, they may have serious effects, such as removing native scrub, trees and other vegetation which is required by a wide range of other creatures, not just other grazing or browsing animals. Feral goats are common in Australia.[79] However, in other circumstances where predator pressure is maintained, they may be accommodated into some balance in the local food web.
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1 |
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Capra hircus Linnaeus, 1758
|
4 |
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Capra depressa Linnaeus, 1758
|
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Capra mambrica Linnaeus, 1758
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6 |
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Capra reversa Linnaeus, 1758
|
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The domestic goat or simply goat (Capra aegagrus hircus) is a subspecies of C. aegagrus domesticated from the wild goat of Southwest Asia and Eastern Europe. The goat is a member of the animal family Bovidae and the subfamily Caprinae, meaning it is closely related to the sheep. There are over 300 distinct breeds of goat.[1] Goats are one of the oldest domesticated species of animal, and have been used for milk, meat, fur and skins across much of the world.[2] Milk from goats is often turned into goat cheese.
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Female goats are referred to as does or nannies, intact males are called bucks or billies and juvenile goats of both sexes are called kids. Castrated males are called wethers. While the words hircine and caprine both refer to anything having a goat-like quality, hircine is used most often to emphasize the distinct smell of domestic goats.
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|
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In 2011, there were more than 924 million goats living in the world, according to the UN Food and Agriculture Organization.[3]
|
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|
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The Modern English word goat comes from Old English gāt "she-goat, goat in general", which in turn derives from Proto-Germanic *gaitaz (cf. Dutch/Icelandic geit, German Geiß, and Gothic gaits), ultimately from Proto-Indo-European *ǵʰaidos meaning "young goat" (cf. Latin haedus "kid"),[4] itself perhaps from a root meaning "jump" (assuming that Old Church Slavonic zajęcǐ "hare", Sanskrit jihīte "he moves" are related).[citation needed] To refer to the male, Old English used bucca (giving modern buck) until ousted by hegote, hegoote in the late 12th century. Nanny goat (females) originated in the 18th century and billy goat (for males) in the 19th.
|
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|
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Goats are among the earliest animals domesticated by humans.[5] The most recent genetic analysis[6] confirms the archaeological evidence that the wild bezoar ibex of the Zagros Mountains is the likely original ancestor of probably all domestic goats today.[5]
|
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Neolithic farmers began to herd wild goats primarily for easy access to milk and meat, as well as to their dung, which was used as fuel, and their bones, hair and sinew for clothing, building and tools.[1] The earliest remnants of domesticated goats dating 10,000 years before present are found in Ganj Dareh in Iran. Goat remains have been found at archaeological sites in Jericho, Choga Mami,[7] Djeitun, and Çayönü, dating the domestication of goats in Western Asia at between 8,000 and 9,000 years ago.[5]
|
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|
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Studies of DNA evidence suggests 10,000 years BP as the domestication date.[6]
|
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Historically, goat hide has been used for water and wine bottles in both traveling and transporting wine for sale. It has also been used to produce parchment.
|
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|
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Each recognized breed of goat has specific weight ranges, which vary from over 140 kg (300 lb) for bucks of larger breeds such as the Boer, to 20 to 27 kg (45 to 60 lb) for smaller goat does.[8] Within each breed, different strains or bloodlines may have different recognized sizes. At the bottom of the size range are miniature breeds such as the African Pygmy, which stand 41 to 58 cm (16 to 23 in) at the shoulder as adults.[9]
|
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Most goats naturally have two horns, of various shapes and sizes depending on the breed.[10] There have been incidents of polycerate goats (having as many as eight horns), although this is a genetic rarity thought to be inherited. Unlike cattle, goats have not been successfully bred to be reliably polled, as the genes determining sex and those determining horns are closely linked. Breeding together two genetically polled goats results in a high number of intersex individuals among the offspring, which are typically sterile.[10] Their horns are made of living bone surrounded by keratin and other proteins, and are used for defense, dominance, and territoriality.[11]
|
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Goats are ruminants. They have a four-chambered stomach consisting of the rumen, the reticulum, the omasum, and the abomasum. As with other mammal ruminants, they are even-toed ungulates. The females have an udder consisting of two teats, in contrast to cattle, which have four teats.[12] An exception to this is the Boer goat, which sometimes may have up to eight teats.[13][14]
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Goats have horizontal, slit-shaped pupils. Because goats' irises are usually pale, their contrasting pupils are much more noticeable than in animals such as cattle, deer, most horses and many sheep, whose similarly horizontal pupils blend into a dark iris and sclera.
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Both male and female goats have beards, and many types of goat (most commonly dairy goats, dairy-cross Boers, and pygmy goats) may have wattles, one dangling from each side of the neck.[15]
|
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|
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Goats expressing the tan pattern have coats pigmented completely with phaeomelanin (tan/brown pigment). The allele which codes for this pattern is located at the agouti locus of the goat genome. It is completely dominant to all other alleles at this locus. There are multiple modifier genes which control how much tan pigment is actually expressed, so a tan-patterned goat can have a coat ranging from pure white to deep red.
|
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|
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+
Goats reach puberty between three and 15 months of age, depending on breed and nutritional status. Many breeders prefer to postpone breeding until the doe has reached 70% of the adult weight. However, this separation is rarely possible in extensively managed, open-range herds.[16]
|
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|
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In temperate climates and among the Swiss breeds, the breeding season commences as the day length shortens, and ends in early spring or before. In equatorial regions, goats are able to breed at any time of the year. Successful breeding in these regions depends more on available forage than on day length. Does of any breed or region come into estrus (heat) every 21 days for two to 48 hours. A doe in heat typically flags (vigorously wags) her tail often, stays near the buck if one is present, becomes more vocal, and may also show a decrease in appetite and milk production for the duration of the heat.
|
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|
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+
Bucks (intact males) of Swiss and northern breeds come into rut in the fall as with the does' heat cycles. Bucks of equatorial breeds may show seasonal reduced fertility, but as with the does, are capable of breeding at all times. Rut is characterized by a decrease in appetite and obsessive interest in the does.[11] A buck in rut will display flehmen lip curling and will urinate on his forelegs and face.[17] Sebaceous scent glands at the base of the horns add to the male goat's odor, which is important to make him attractive to the female. Some does will not mate with a buck which has been descented.[11]
|
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|
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+
In addition to natural, traditional mating, artificial insemination has gained popularity among goat breeders, as it allows easy access to a wide variety of bloodlines.
|
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Gestation length is approximately 150 days. Twins are the usual result, with single and triplet births also common. Less frequent are litters of quadruplet, quintuplet, and even sextuplet kids. Birthing, known as kidding, generally occurs uneventfully. Just before kidding, the doe will have a sunken area around the tail and hip, as well as heavy breathing. She may have a worried look, become restless and display great affection for her keeper. The mother often eats the placenta, which gives her much-needed nutrients, helps stanch her bleeding, and parallels the behavior of wild herbivores, such as deer, to reduce the lure of the birth scent for predators.[18][19]
|
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|
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Freshening (coming into milk production) occurs at kidding. Milk production varies with the breed, age, quality, and diet of the doe; dairy goats generally produce between 680 and 1,810 kg (1,500 and 4,000 lb) of milk per 305-day lactation. On average, a good quality dairy doe will give at least 3 kg (6 lb) of milk per day while she is in milk. A first-time milker may produce less, or as much as 7 kg (16 lb), or more of milk in exceptional cases. After the lactation, the doe will "dry off", typically after she has been bred. Occasionally, goats that have not been bred and are continuously milked will continue lactation beyond the typical 305 days.[20] Meat, fiber, and pet breeds are not usually milked and simply produce enough for the kids until weaning.
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|
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Male lactation is also known to occur in goats.[21]
|
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Goats are reputed to be willing to eat almost anything, including tin cans and cardboard boxes. While goats will not actually eat inedible material, they are browsing animals, not grazers like cattle and sheep, and (coupled with their highly curious nature) will chew on and taste just about anything remotely resembling plant matter to decide whether it is good to eat, including cardboard, clothing and paper (such as labels from tin cans).[22] The unusual smells of leftover food in discarded cans or boxes may further stimulate their curiosity.[citation needed]
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|
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Aside from sampling many things, goats are quite particular in what they actually consume, preferring to browse on the tips of woody shrubs and trees, as well as the occasional broad-leaved plant. However, it can fairly be said that their plant diet is extremely varied, and includes some species which are otherwise toxic.[23] They will seldom consume soiled food or contaminated water unless facing starvation. This is one reason goat-rearing is most often free-ranging, since stall-fed goat-rearing involves extensive upkeep and is seldom commercially viable.
|
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|
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Goats prefer to browse on vines, such as kudzu, on shrubbery and on weeds, more like deer than sheep, preferring them to grasses. Nightshade is poisonous; wilted fruit tree leaves can also kill goats. Silage (fermented corn stalks) and haylage (fermented grass hay) can be used if consumed immediately after opening – goats are particularly sensitive to Listeria bacteria that can grow in fermented feeds. Alfalfa, a high-protein plant, is widely fed as hay; fescue is the least palatable and least nutritious hay. Mold in a goat's feed can make it sick and possibly kill it.
|
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|
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In various places in China, goats are used in the production of tea. Goats are released onto the tea terraces where they avoid consuming the green tea leaves (which contain bitter tasting substances) but instead eat the weeds. The goats' droppings fertilise the tea plants.[24]
|
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|
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The digestive physiology of a very young kid (like the young of other ruminants) is essentially the same as that of a monogastric animal. Milk digestion begins in the abomasum, the milk having bypassed the rumen via closure of the reticuloesophageal groove during suckling. At birth, the rumen is undeveloped, but as the kid begins to consume solid feed, the rumen soon increases in size and in its capacity to absorb nutrients.
|
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|
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The adult size of a particular goat is a product of its breed (genetic potential) and its diet while growing (nutritional potential). As with all livestock, increased protein diets (10 to 14%) and sufficient calories during the prepuberty period yield higher growth rates and larger eventual size than lower protein rates and limited calories.[25] Large-framed goats, with a greater skeletal size, reach mature weight at a later age (36 to 42 months) than small-framed goats (18 to 24 months) if both are fed to their full potential. Large-framed goats need more calories than small-framed goats for maintenance of daily functions.[26]
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Goats are naturally curious. They are also agile and well known for their ability to climb and balance in precarious places. This makes them the only ruminant to regularly climb trees. Due to their agility and inquisitiveness, they are notorious for escaping their pens by testing fences and enclosures, either intentionally or simply because they are used to climbing. If any of the fencing can be overcome, goats will almost inevitably escape. Goats have been found to be as intelligent as dogs by some studies.[27]
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When handled as a group, goats tend to display less herding behavior than sheep. When grazing undisturbed, they tend to spread across the field or range, rather than feed side by side as do sheep. When nursing young, goats will leave their kids separated ("lying out") rather than clumped, as do sheep. They will generally turn and face an intruder and bucks are more likely to charge or butt at humans than are rams.[28]
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A study by Queen Mary University reports that goats try to communicate with people in the same manner as domesticated animals such as dogs and horses. Goats were first domesticated as livestock more than 10,000 years ago. Research conducted to test communication skills found that the goats will look to a human for assistance when faced with a challenge that had previously been mastered, but was then modified. Specifically, when presented with a box, the goat was able to remove the lid and retrieve a treat inside, but when the box was turned so the lid could not be removed, the goat would turn and gaze at the person and move toward them, before looking back toward the box. This is the same type of complex communication observed by animals bred as domestic pets, such as dogs. Researchers believe that better understanding of human-goat interaction could offer overall improvement in the animals' welfare.[29][30] The field of anthrozoology has established that domesticated animals have the capacity for complex communication with humans when in 2015 a Japanese scientist determined that levels of oxytocin did increase in human subjects when dogs were exposed to a dose of the "love hormone", proving that a human-animal bond does exist. This is the same affinity that was proven with the London study above; goats are intelligent, capable of complex communication, and able to form bonds.[31]
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While goats are generally considered hardy animals and in many situations receive little medical care, they are subject to a number of diseases. Among the conditions affecting goats are respiratory diseases including pneumonia, foot rot, internal parasites, pregnancy toxosis and feed toxicity. Feed toxicity can vary based on breed and location. Certain foreign fruits and vegetables can be toxic to different breeds of goats.
|
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Goats can become infected with various viral and bacterial diseases, such as foot-and-mouth disease, caprine arthritis encephalitis, caseous lymphadenitis, pinkeye, mastitis, and pseudorabies. They can transmit a number of zoonotic diseases to people, such as tuberculosis, brucellosis, Q-fever, and rabies.[32]
|
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Life expectancy for goats is between 15 and 18 years.[33] An instance of a goat reaching the age of 24 has been reported.[34]
|
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Several factors can reduce this average expectancy; problems during kidding can lower a doe's expected life span to 10 or 11, and stresses of going into rut can lower a buck's expected life span to eight to 10 years.[34]
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A goat is useful to humans when it is living and when it is dead, first as a renewable provider of milk, manure, and fiber, and then as meat and hide.[35] Some charities provide goats to impoverished people in poor countries, because goats are easier and cheaper to manage than cattle, and have multiple uses. In addition, goats are used for driving and packing purposes.
|
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The intestine of goats is used to make "catgut", which is still in use as a material for internal human surgical sutures and strings for musical instruments. The horn of the goat, which signifies plenty and wellbeing (the cornucopia), is also used to make spoons.[36]
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According to the Food and Agriculture Organization (FAO), the top producers of goat milk in 2008 were India (4 million metric tons), Bangladesh (2.16 million metric tons) and the Sudan (1.47 million metric tons).[37] India slaughters 41% of 124.4 million goats each year. The 0.6 million metric tonnes of goat meat make up 8% of India's annual meat production.[38] Approximately 440 million goats are slaughtered each year for meat worldwide.[39]
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Husbandry, or animal care and use, varies by region and culture. The particular housing used for goats depends not only on the intended use of the goat, but also on the region of the world where they are raised. Historically, domestic goats were generally kept in herds that wandered on hills or other grazing areas, often tended by goatherds who were frequently children or adolescents, similar to the more widely known shepherd. These methods of herding are still used today.
|
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In some parts of the world, especially Europe and North America, distinct breeds of goats are kept for dairy (milk) and for meat production. Excess male kids of dairy breeds are typically slaughtered for meat. Both does and bucks of meat breeds may be slaughtered for meat, as well as older animals of any breed. The meat of older bucks (more than one year old) is generally considered not desirable for meat for human consumption. Castration at a young age prevents the development of typical buck odor.
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Dairy goats are generally pastured in summer and may be stabled during the winter. As dairy does are milked daily, they are generally kept close to the milking shed. Their grazing is typically supplemented with hay and concentrates. Stabled goats may be kept in stalls similar to horses, or in larger group pens. In the US system, does are generally rebred annually. In some European commercial dairy systems, the does are bred only twice, and are milked continuously for several years after the second kidding.
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Meat goats are more frequently pastured year-round, and may be kept many miles from barns. Angora and other fiber breeds are also kept on pasture or range. Range-kept and pastured goats may be supplemented with hay or concentrates, most frequently during the winter or dry seasons.
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In the Indian subcontinent and much of Asia, goats are kept largely for milk production, both in commercial and household settings. The goats in this area may be kept closely housed or may be allowed to range for fodder. The Salem Black goat is herded to pasture in fields and along roads during the day, but is kept penned at night for safe-keeping.[40]
|
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In Africa and the Mideast, goats are typically run in flocks with sheep. This maximizes the production per acre, as goats and sheep prefer different food plants. Multiple types of goat-raising are found in Ethiopia, where four main types have been identified: pastured in annual crop systems, in perennial crop systems, with cattle, and in arid areas, under pastoral (nomadic) herding systems. In all four systems, however, goats were typically kept in extensive systems, with few purchased inputs.[41] Household goats are traditionally kept in Nigeria. While many goats are allowed to wander the homestead or village, others are kept penned and fed in what is called a 'cut-and-carry' system. This type of husbandry is also used in parts of Latin America. Cut-and-carry, which refers to the practice of cutting down grasses, corn or cane for feed rather than allowing the animal access to the field, is particularly suited for types of feed, such as corn or cane, that are easily destroyed by trampling.[42]
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Pet goats may be found in many parts of the world when a family keeps one or more animals for emotional reasons rather than as production animals. It is becoming more common for goats to be kept exclusively as pets in North America and Europe.
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The taste of goat kid meat is similar to that of spring lamb meat;[43] in fact, in the English-speaking islands of the Caribbean, and in some parts of Asia, particularly Bangladesh, Pakistan and India, the word “mutton” is used to describe both goat and sheep meat. However, some compare the taste of goat meat to veal or venison, depending on the age and condition of the goat. Its flavor is said to be primarily linked to the presence of 4-methyloctanoic and 4-methylnonanoic acid.[44] It can be prepared in a variety of ways, including stewing, baking, grilling, barbecuing, canning, and frying; it can be minced, curried, or made into sausage. Due to its low fat content, the meat can toughen at high temperatures if cooked without additional moisture. One of the most popular goats grown for meat is the South African Boer, introduced into the United States in the early 1990s. The New Zealand Kiko is also considered a meat breed, as is the myotonic or "fainting goat", a breed originating in Tennessee.
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Goats produce about 2% of the world's total annual milk supply.[45] Some goats are bred specifically for milk. If the strong-smelling buck is not separated from the does, his scent will affect the milk.
|
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+
|
100 |
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Goat milk naturally has small, well-emulsified fat globules, which means the cream remains suspended in the milk, instead of rising to the top, as in raw cow milk; therefore, it does not need to be homogenized. Indeed, if the milk is to be used to make cheese, homogenization is not recommended, as this changes the structure of the milk, affecting the culture's ability to coagulate the milk and the final quality and yield of cheese.[46]
|
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|
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+
Dairy goats in their prime (generally around the third or fourth lactation cycle) average—2.7 to 3.6 kg (6 to 8 lb)—of milk production daily—roughly 2.8 to 3.8 l (3 to 4 U.S. qt)—during a ten-month lactation, producing more just after freshening and gradually dropping in production toward the end of their lactation. The milk generally averages 3.5% butterfat.[47]
|
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|
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Goat milk is commonly processed into cheese, butter, ice cream, yogurt, cajeta and other products. Goat cheese is known as fromage de chèvre ("goat cheese") in France. Some varieties include Rocamadour and Montrachet.[48] Goat butter is white because goats produce milk with the yellow beta-carotene converted to a colorless form of vitamin A. Goat milk has less cholesterol [49]
|
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|
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+
The American Academy of Pediatrics discourages feeding infants milk derived from goats. An April 2010 case report[50] summarizes their recommendation and presents "a comprehensive review of the consequences associated with this dangerous practice", also stating, "Many infants are exclusively fed unmodified goat's milk as a result of cultural beliefs as well as exposure to false online information. Anecdotal reports have described a host of morbidities associated with that practice, including severe electrolyte abnormalities, metabolic acidosis, megaloblastic anemia, allergic reactions including life-threatening anaphylactic shock, hemolytic uremic syndrome, and infections." Untreated caprine brucellosis results in a 2% case fatality rate. According to the USDA, doe milk is not recommended for human infants because it contains "inadequate quantities of iron, folate, vitamins C and D, thiamine, niacin, vitamin B6, and pantothenic acid to meet an infant’s nutritional needs" and may cause harm to an infant's kidneys and could cause metabolic damage.[51]
|
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|
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The department of health in the United Kingdom has repeatedly released statements stating on various occasions that[52] "Goats' milk is not suitable for babies, and infant formulas and follow-on formulas based on goats' milk protein have not been approved for use in Europe", and "infant milks based on goats' milk protein are not suitable as a source of nutrition for infants."[53] Moreover, according to the Canadian federal health department Health Canada, most of the dangers of, and counter-indications for, feeding unmodified goat's milk to infants parallel those associated with unmodified cow's milk — especially insofar as allergic reactions go.[54]
|
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However, some farming groups promote the practice. For example, Small Farm Today, in 2005, claimed beneficial use in invalid and convalescent diets, proposing that glycerol ethers, possibly important in nutrition for nursing infants, are much higher in does' milk than in cows' milk.[55] A 1970 book on animal breeding claimed that does' milk differs from cows' or humans' milk by having higher digestibility, distinct alkalinity, higher buffering capacity, and certain therapeutic values in human medicine and nutrition.[56] George Mateljan suggested doe milk can replace ewe milk or cow milk in diets of those who are allergic to certain mammals' milk.[57] However, like cow milk, doe milk has lactose (sugar), and may cause gastrointestinal problems for individuals with lactose intolerance.[57] In fact, the level of lactose is similar to that of cow milk.[53]
|
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|
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Some researchers and companies producing goat's milk products have made claims that goat's milk is better for human health than most Western cow's milk due to it mostly lacking a form of β-casein proteins called A1, and instead mostly containing the A2 form, which does not metabolize to β-casomorphin 7 in the body.[58][59][60][61]
|
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|
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+
These compositions vary by breed (especially in the Nigerian Dwarf breed), animal, and point in the lactation period.
|
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|
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The Angora breed of goats produces long, curling, lustrous locks of mohair. The entire body of the goat is covered with mohair and there are no guard hairs. The locks constantly grow to four inches or more in length. Angora crossbreeds, such as the pygora and the nigora, have been created to produce mohair and/or cashgora on a smaller, easier-to-manage animal.
|
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The wool is shorn twice a year, with an average yield of about 4.5 kg (10 lb).
|
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|
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Most goats have softer insulating hairs nearer the skin, and longer guard hairs on the surface. The desirable fiber for the textile industry is the former, and it goes by several names (down, cashmere and pashmina). The coarse guard hairs are of little value as they are too coarse, difficult to spin and difficult to dye. The cashmere goat produces a commercial quantity of cashmere wool, which is one of the most expensive natural fibers commercially produced; cashmere is very fine and soft. The cashmere goat fiber is harvested once a year, yielding around 260 g (9 oz) of down.
|
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|
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In South Asia, cashmere is called "pashmina" (from Persian pashmina, "fine wool").
|
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In the 18th and early 19th centuries, Kashmir (then called Cashmere by the British), had a thriving industry producing shawls from goat-hair imported from Tibet and Tartary through Ladakh. The shawls were introduced into Western Europe when the General in Chief of the French campaign in Egypt (1799–1802) sent one to Paris. Since these shawls were produced in the upper Kashmir and Ladakh region, the wool came to be known as "cashmere".
|
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|
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Goats have been used by humans to clear unwanted vegetation for centuries. They have been described as "eating machines" and "biological control agents".[64][65] There has been a resurgence of this in North America since 1990, when herds were used to clear dry brush from California hillsides thought to be endangered by potential wildfires. This form of using goats to clear land is sometimes known as conservation grazing. Since then, numerous public and private agencies have hired private herds from companies such as Rent A Goat to perform similar tasks.[64][66] This may be expensive and their smell may be a nuisance.[67] This practice has become popular in the Pacific Northwest, where they are used to remove invasive species not easily removed by humans, including (thorned) blackberry vines and poison oak.[64][68][69] Chattanooga, TN and Spartanburg, SC have used goats to control kudzu, an invasive plant species prevalent in the southeastern United States.[70]
|
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As a goat's anatomy and physiology is not too dissimilar from that of humans, some countries' militaries use goats to train combat medics. In the United States, goats have become the main animal species used for this purpose after the Pentagon phased out using dogs for medical training in the 1980s.[71] While modern mannequins used in medical training are quite efficient in simulating the behavior of a human body, trainees feel that "the goat exercise provide[s] a sense of urgency that only real life trauma can provide".[72]
|
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Some people choose goats as a pet because of their ability to form close bonds with their human guardians. Because of goats' herd mentality, they will follow their owners around and form close bonds with them.
|
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Goat breeds fall into overlapping, general categories. They are generally distributed in those used for dairy, fiber, meat, skins, and as companion animals. Some breeds are also particularly noted as pack goats.
|
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|
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Goat breeders' clubs frequently hold shows, where goats are judged on traits relating to conformation, udder quality, evidence of high production, longevity, build and muscling (meat goats and pet goats) and fiber production and the fiber itself (fiber goats). People who show their goats usually keep registered stock and the offspring of award-winning animals command a higher price. Registered goats, in general, are usually higher-priced if for no other reason than that records have been kept proving their ancestry and the production and other data of their sires, dams, and other ancestors. A registered doe is usually less of a gamble than buying a doe at random (as at an auction or sale barn) because of these records and the reputation of the breeder.
|
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Children's clubs such as 4-H also allow goats to be shown. Children's shows often include a showmanship class, where the cleanliness and presentation of both the animal and the exhibitor as well as the handler's ability and skill in handling the goat are scored. In a showmanship class, conformation is irrelevant since this is not what is being judged.
|
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|
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Various "Dairy Goat Scorecards" (milking does) are systems used for judging shows in the US. The American Dairy Goat Association (ADGA) scorecard for an adult doe includes a point system of a hundred total with major categories that include general appearance, the dairy character of a doe (physical traits that aid and increase milk production), body capacity, and specifically for the mammary system. Young stock and bucks are judged by different scorecards which place more emphasis on the other three categories; general appearance, body capacity, and dairy character.
|
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|
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The American Goat Society (AGS) has a similar, but not identical scorecard that is used in their shows. The miniature dairy goats may be judged by either of the two scorecards. The "Angora Goat scorecard" used by the Colored Angora Goat Breeder's Association (CAGBA), which covers the white and the colored goats, includes evaluation of an animal's fleece color, density, uniformity, fineness, and general body confirmation. Disqualifications include: a deformed mouth, broken down pasterns, deformed feet, crooked legs, abnormalities of testicles, missing testicles, more than 3 inch split in scrotum, and close-set or distorted horns.
|
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|
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Archaeologists excavating the ancient city of Ebla in Syria discovered, among others, the tomb of some king or great noble which included
|
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a throne decorated with bronze goat heads. That led to this tomb becoming known as "The Tomb of the Lord of the Goats".[73][74]
|
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|
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According to Norse mythology, the god of thunder, Thor, has a chariot that is pulled by the goats Tanngrisnir and Tanngnjóstr.[75] At night when he sets up camp, Thor eats the meat of the goats, but takes care that all bones remain whole. Then he wraps the remains up, and in the morning, the goats always come back to life to pull the chariot. When a farmer's son who is invited to share the meal breaks one of the goats' leg bones to suck the marrow, the animal's leg remains broken in the morning, and the boy is forced to serve Thor as a servant to compensate for the damage.
|
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|
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Possibly related, the Yule Goat is one of the oldest Scandinavian and Northern European Yule and Christmas symbols and traditions. Yule Goat originally denoted the goat that was slaughtered around Yule, but it may also indicate a goat figure made out of straw. It is also used about the custom of going door-to-door singing carols and getting food and drinks in return, often fruit, cakes and sweets. "Going Yule Goat" is similar to the British custom wassailing, both with heathen roots. The Gävle Goat is a giant version of the Yule Goat, erected every year in the Swedish city of Gävle.
|
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|
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The Greek god Pan is said to have the upper body of a man and the horns and lower body of a goat.[75] Pan was a very lustful god, nearly all of the myths involving him had to do with him chasing nymphs. He is also credited with creating the pan flute.
|
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|
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The goat is one of the 12-year cycle of animals which appear in the Chinese zodiac related to the Chinese calendar. Each animal is associated with certain personality traits; those born in a year of the goat are predicted to be shy, introverted, creative, and perfectionist.
|
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|
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Several mythological hybrid creatures are believed to consist of parts of the goat, including the Chimera. The Capricorn sign in the Western zodiac is usually depicted as a goat with a fish's tail. Fauns and satyrs are mythological creatures that are part goat and part human. The mineral bromine is named from the Greek word "brόmos", which means "stench of he-goats".
|
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|
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+
Popular Christian folk tradition in Europe associated Satan with imagery of goats.[75] A common superstition in the Middle Ages was that goats whispered lewd sentences in the ears of the saints. The origin of this belief was probably the behavior of the buck in rut, the very epitome of lust. The common medieval depiction of the devil was that of a goat-like face with horns and small beard (a goatee). The Black Mass, a probably mythological "Satanic mass", involved Satan manifesting as a black goat for worship.
|
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|
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+
The goat has had a lingering connection with Satanism and pagan religions, even into modern times. The inverted pentagram, a symbol used in Satanism, is said to be shaped like a goat's head. The "Baphomet of Mendes" refers to a Satanic goat-like figure from 19th-century occultism.
|
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|
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In Finland the tradition of Nuutinpäivä—St. Knut's Day, January 13—involves young men dressed as goats (Finnish: Nuuttipukki) who visit houses. Usually the dress was an inverted fur jacket, a leather or birch bark mask, and horns. Unlike the analogues Santa Claus, Nuuttipukki was a scary character (cf. Krampus). The men dressed as Nuuttipukki wandered from house to house, came in, and typically demanded food from the household and especially leftover alcoholic beverages. In Finland the Nuuttipukki tradition is still kept alive in areas of Satakunta, Southwest Finland and Ostrobothnia. However, nowadays the character is usually played by children and now involves a happy encounter.[76]
|
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|
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The common Russian surname Kozlov (Russian: Козло́в), means "goat". Goatee refers to a style of facial hair incorporating hair on a man's chin, so named because of some similarity to a goat's facial feature.
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Goats are mentioned many times in the Bible. Their importance in ancient Israel is indicated by the seven different Hebrew and three Greek terms used in the Bible.[77] A goat is considered a "clean" animal by Jewish dietary laws and a kid was slaughtered for an honored guest. It was also acceptable for some kinds of sacrifices. Goat-hair curtains were used in the tent that contained the tabernacle (Exodus 25:4). Its horns can be used instead of sheep's horn to make a shofar.[78] On Yom Kippur, the festival of the Day of Atonement, two goats were chosen and lots were drawn for them. One was sacrificed and the other allowed to escape into the wilderness, symbolically carrying with it the sins of the community. From this comes the word "scapegoat". A leader or king was sometimes compared to a male goat leading the flock.
|
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|
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In the New Testament(Matthew 25), Jesus returned to Jerusalem the first day of the week (Sunday) before his crucifixion. Having visited the Jewish Temple, Jesus met with his disciples on the Mount of Olives outside the city. At the end of an extended discourse he told of a time after his Resurrection when he would return in glory and sit in judgement of Gentile nations of the world using a metaphor of the Sheep and the Goats. Commonly sheep and goats grazed together in mixed herds.[77]
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|
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In Matthew 25:31–46, Jesus said that like a shepherd he will separate the nations placing on his right hand the sheep, those who have shown kindness to needy and suffering disciples of Jesus and others. These he will reward, but the goats at his left hand, who failed to show kindness, will be punished. Although both sheep and goats were valued as livestock, this preference for sheep may relate to the importance of wool and the superior meat of adult sheep compared to the poor meat of adult goats[77].
|
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|
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Goats readily revert to the wild (become feral) if given the opportunity. The only domestic animal known to return to feral life as swiftly is the cat.[5] Feral goats have established themselves in many areas: they occur in Australia, New Zealand, Great Britain, the Galapagos and in many other places. When feral goats reach large populations in habitats which provide unlimited water supply and which do not contain sufficient large predators or which are otherwise vulnerable to goats' aggressive grazing habits, they may have serious effects, such as removing native scrub, trees and other vegetation which is required by a wide range of other creatures, not just other grazing or browsing animals. Feral goats are common in Australia.[79] However, in other circumstances where predator pressure is maintained, they may be accommodated into some balance in the local food web.
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1 |
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Capra hircus Linnaeus, 1758
|
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Capra depressa Linnaeus, 1758
|
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Capra mambrica Linnaeus, 1758
|
6 |
+
Capra reversa Linnaeus, 1758
|
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The domestic goat or simply goat (Capra aegagrus hircus) is a subspecies of C. aegagrus domesticated from the wild goat of Southwest Asia and Eastern Europe. The goat is a member of the animal family Bovidae and the subfamily Caprinae, meaning it is closely related to the sheep. There are over 300 distinct breeds of goat.[1] Goats are one of the oldest domesticated species of animal, and have been used for milk, meat, fur and skins across much of the world.[2] Milk from goats is often turned into goat cheese.
|
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|
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Female goats are referred to as does or nannies, intact males are called bucks or billies and juvenile goats of both sexes are called kids. Castrated males are called wethers. While the words hircine and caprine both refer to anything having a goat-like quality, hircine is used most often to emphasize the distinct smell of domestic goats.
|
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|
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+
In 2011, there were more than 924 million goats living in the world, according to the UN Food and Agriculture Organization.[3]
|
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+
|
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The Modern English word goat comes from Old English gāt "she-goat, goat in general", which in turn derives from Proto-Germanic *gaitaz (cf. Dutch/Icelandic geit, German Geiß, and Gothic gaits), ultimately from Proto-Indo-European *ǵʰaidos meaning "young goat" (cf. Latin haedus "kid"),[4] itself perhaps from a root meaning "jump" (assuming that Old Church Slavonic zajęcǐ "hare", Sanskrit jihīte "he moves" are related).[citation needed] To refer to the male, Old English used bucca (giving modern buck) until ousted by hegote, hegoote in the late 12th century. Nanny goat (females) originated in the 18th century and billy goat (for males) in the 19th.
|
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+
|
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Goats are among the earliest animals domesticated by humans.[5] The most recent genetic analysis[6] confirms the archaeological evidence that the wild bezoar ibex of the Zagros Mountains is the likely original ancestor of probably all domestic goats today.[5]
|
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|
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Neolithic farmers began to herd wild goats primarily for easy access to milk and meat, as well as to their dung, which was used as fuel, and their bones, hair and sinew for clothing, building and tools.[1] The earliest remnants of domesticated goats dating 10,000 years before present are found in Ganj Dareh in Iran. Goat remains have been found at archaeological sites in Jericho, Choga Mami,[7] Djeitun, and Çayönü, dating the domestication of goats in Western Asia at between 8,000 and 9,000 years ago.[5]
|
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+
|
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+
Studies of DNA evidence suggests 10,000 years BP as the domestication date.[6]
|
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+
|
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+
Historically, goat hide has been used for water and wine bottles in both traveling and transporting wine for sale. It has also been used to produce parchment.
|
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+
|
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+
Each recognized breed of goat has specific weight ranges, which vary from over 140 kg (300 lb) for bucks of larger breeds such as the Boer, to 20 to 27 kg (45 to 60 lb) for smaller goat does.[8] Within each breed, different strains or bloodlines may have different recognized sizes. At the bottom of the size range are miniature breeds such as the African Pygmy, which stand 41 to 58 cm (16 to 23 in) at the shoulder as adults.[9]
|
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|
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Most goats naturally have two horns, of various shapes and sizes depending on the breed.[10] There have been incidents of polycerate goats (having as many as eight horns), although this is a genetic rarity thought to be inherited. Unlike cattle, goats have not been successfully bred to be reliably polled, as the genes determining sex and those determining horns are closely linked. Breeding together two genetically polled goats results in a high number of intersex individuals among the offspring, which are typically sterile.[10] Their horns are made of living bone surrounded by keratin and other proteins, and are used for defense, dominance, and territoriality.[11]
|
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|
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+
Goats are ruminants. They have a four-chambered stomach consisting of the rumen, the reticulum, the omasum, and the abomasum. As with other mammal ruminants, they are even-toed ungulates. The females have an udder consisting of two teats, in contrast to cattle, which have four teats.[12] An exception to this is the Boer goat, which sometimes may have up to eight teats.[13][14]
|
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|
30 |
+
Goats have horizontal, slit-shaped pupils. Because goats' irises are usually pale, their contrasting pupils are much more noticeable than in animals such as cattle, deer, most horses and many sheep, whose similarly horizontal pupils blend into a dark iris and sclera.
|
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+
|
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+
Both male and female goats have beards, and many types of goat (most commonly dairy goats, dairy-cross Boers, and pygmy goats) may have wattles, one dangling from each side of the neck.[15]
|
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+
|
34 |
+
Goats expressing the tan pattern have coats pigmented completely with phaeomelanin (tan/brown pigment). The allele which codes for this pattern is located at the agouti locus of the goat genome. It is completely dominant to all other alleles at this locus. There are multiple modifier genes which control how much tan pigment is actually expressed, so a tan-patterned goat can have a coat ranging from pure white to deep red.
|
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+
|
36 |
+
Goats reach puberty between three and 15 months of age, depending on breed and nutritional status. Many breeders prefer to postpone breeding until the doe has reached 70% of the adult weight. However, this separation is rarely possible in extensively managed, open-range herds.[16]
|
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+
|
38 |
+
In temperate climates and among the Swiss breeds, the breeding season commences as the day length shortens, and ends in early spring or before. In equatorial regions, goats are able to breed at any time of the year. Successful breeding in these regions depends more on available forage than on day length. Does of any breed or region come into estrus (heat) every 21 days for two to 48 hours. A doe in heat typically flags (vigorously wags) her tail often, stays near the buck if one is present, becomes more vocal, and may also show a decrease in appetite and milk production for the duration of the heat.
|
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+
|
40 |
+
Bucks (intact males) of Swiss and northern breeds come into rut in the fall as with the does' heat cycles. Bucks of equatorial breeds may show seasonal reduced fertility, but as with the does, are capable of breeding at all times. Rut is characterized by a decrease in appetite and obsessive interest in the does.[11] A buck in rut will display flehmen lip curling and will urinate on his forelegs and face.[17] Sebaceous scent glands at the base of the horns add to the male goat's odor, which is important to make him attractive to the female. Some does will not mate with a buck which has been descented.[11]
|
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+
|
42 |
+
In addition to natural, traditional mating, artificial insemination has gained popularity among goat breeders, as it allows easy access to a wide variety of bloodlines.
|
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+
|
44 |
+
Gestation length is approximately 150 days. Twins are the usual result, with single and triplet births also common. Less frequent are litters of quadruplet, quintuplet, and even sextuplet kids. Birthing, known as kidding, generally occurs uneventfully. Just before kidding, the doe will have a sunken area around the tail and hip, as well as heavy breathing. She may have a worried look, become restless and display great affection for her keeper. The mother often eats the placenta, which gives her much-needed nutrients, helps stanch her bleeding, and parallels the behavior of wild herbivores, such as deer, to reduce the lure of the birth scent for predators.[18][19]
|
45 |
+
|
46 |
+
Freshening (coming into milk production) occurs at kidding. Milk production varies with the breed, age, quality, and diet of the doe; dairy goats generally produce between 680 and 1,810 kg (1,500 and 4,000 lb) of milk per 305-day lactation. On average, a good quality dairy doe will give at least 3 kg (6 lb) of milk per day while she is in milk. A first-time milker may produce less, or as much as 7 kg (16 lb), or more of milk in exceptional cases. After the lactation, the doe will "dry off", typically after she has been bred. Occasionally, goats that have not been bred and are continuously milked will continue lactation beyond the typical 305 days.[20] Meat, fiber, and pet breeds are not usually milked and simply produce enough for the kids until weaning.
|
47 |
+
|
48 |
+
Male lactation is also known to occur in goats.[21]
|
49 |
+
|
50 |
+
Goats are reputed to be willing to eat almost anything, including tin cans and cardboard boxes. While goats will not actually eat inedible material, they are browsing animals, not grazers like cattle and sheep, and (coupled with their highly curious nature) will chew on and taste just about anything remotely resembling plant matter to decide whether it is good to eat, including cardboard, clothing and paper (such as labels from tin cans).[22] The unusual smells of leftover food in discarded cans or boxes may further stimulate their curiosity.[citation needed]
|
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|
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Aside from sampling many things, goats are quite particular in what they actually consume, preferring to browse on the tips of woody shrubs and trees, as well as the occasional broad-leaved plant. However, it can fairly be said that their plant diet is extremely varied, and includes some species which are otherwise toxic.[23] They will seldom consume soiled food or contaminated water unless facing starvation. This is one reason goat-rearing is most often free-ranging, since stall-fed goat-rearing involves extensive upkeep and is seldom commercially viable.
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Goats prefer to browse on vines, such as kudzu, on shrubbery and on weeds, more like deer than sheep, preferring them to grasses. Nightshade is poisonous; wilted fruit tree leaves can also kill goats. Silage (fermented corn stalks) and haylage (fermented grass hay) can be used if consumed immediately after opening – goats are particularly sensitive to Listeria bacteria that can grow in fermented feeds. Alfalfa, a high-protein plant, is widely fed as hay; fescue is the least palatable and least nutritious hay. Mold in a goat's feed can make it sick and possibly kill it.
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In various places in China, goats are used in the production of tea. Goats are released onto the tea terraces where they avoid consuming the green tea leaves (which contain bitter tasting substances) but instead eat the weeds. The goats' droppings fertilise the tea plants.[24]
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The digestive physiology of a very young kid (like the young of other ruminants) is essentially the same as that of a monogastric animal. Milk digestion begins in the abomasum, the milk having bypassed the rumen via closure of the reticuloesophageal groove during suckling. At birth, the rumen is undeveloped, but as the kid begins to consume solid feed, the rumen soon increases in size and in its capacity to absorb nutrients.
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The adult size of a particular goat is a product of its breed (genetic potential) and its diet while growing (nutritional potential). As with all livestock, increased protein diets (10 to 14%) and sufficient calories during the prepuberty period yield higher growth rates and larger eventual size than lower protein rates and limited calories.[25] Large-framed goats, with a greater skeletal size, reach mature weight at a later age (36 to 42 months) than small-framed goats (18 to 24 months) if both are fed to their full potential. Large-framed goats need more calories than small-framed goats for maintenance of daily functions.[26]
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Goats are naturally curious. They are also agile and well known for their ability to climb and balance in precarious places. This makes them the only ruminant to regularly climb trees. Due to their agility and inquisitiveness, they are notorious for escaping their pens by testing fences and enclosures, either intentionally or simply because they are used to climbing. If any of the fencing can be overcome, goats will almost inevitably escape. Goats have been found to be as intelligent as dogs by some studies.[27]
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When handled as a group, goats tend to display less herding behavior than sheep. When grazing undisturbed, they tend to spread across the field or range, rather than feed side by side as do sheep. When nursing young, goats will leave their kids separated ("lying out") rather than clumped, as do sheep. They will generally turn and face an intruder and bucks are more likely to charge or butt at humans than are rams.[28]
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A study by Queen Mary University reports that goats try to communicate with people in the same manner as domesticated animals such as dogs and horses. Goats were first domesticated as livestock more than 10,000 years ago. Research conducted to test communication skills found that the goats will look to a human for assistance when faced with a challenge that had previously been mastered, but was then modified. Specifically, when presented with a box, the goat was able to remove the lid and retrieve a treat inside, but when the box was turned so the lid could not be removed, the goat would turn and gaze at the person and move toward them, before looking back toward the box. This is the same type of complex communication observed by animals bred as domestic pets, such as dogs. Researchers believe that better understanding of human-goat interaction could offer overall improvement in the animals' welfare.[29][30] The field of anthrozoology has established that domesticated animals have the capacity for complex communication with humans when in 2015 a Japanese scientist determined that levels of oxytocin did increase in human subjects when dogs were exposed to a dose of the "love hormone", proving that a human-animal bond does exist. This is the same affinity that was proven with the London study above; goats are intelligent, capable of complex communication, and able to form bonds.[31]
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While goats are generally considered hardy animals and in many situations receive little medical care, they are subject to a number of diseases. Among the conditions affecting goats are respiratory diseases including pneumonia, foot rot, internal parasites, pregnancy toxosis and feed toxicity. Feed toxicity can vary based on breed and location. Certain foreign fruits and vegetables can be toxic to different breeds of goats.
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Goats can become infected with various viral and bacterial diseases, such as foot-and-mouth disease, caprine arthritis encephalitis, caseous lymphadenitis, pinkeye, mastitis, and pseudorabies. They can transmit a number of zoonotic diseases to people, such as tuberculosis, brucellosis, Q-fever, and rabies.[32]
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Life expectancy for goats is between 15 and 18 years.[33] An instance of a goat reaching the age of 24 has been reported.[34]
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Several factors can reduce this average expectancy; problems during kidding can lower a doe's expected life span to 10 or 11, and stresses of going into rut can lower a buck's expected life span to eight to 10 years.[34]
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A goat is useful to humans when it is living and when it is dead, first as a renewable provider of milk, manure, and fiber, and then as meat and hide.[35] Some charities provide goats to impoverished people in poor countries, because goats are easier and cheaper to manage than cattle, and have multiple uses. In addition, goats are used for driving and packing purposes.
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The intestine of goats is used to make "catgut", which is still in use as a material for internal human surgical sutures and strings for musical instruments. The horn of the goat, which signifies plenty and wellbeing (the cornucopia), is also used to make spoons.[36]
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According to the Food and Agriculture Organization (FAO), the top producers of goat milk in 2008 were India (4 million metric tons), Bangladesh (2.16 million metric tons) and the Sudan (1.47 million metric tons).[37] India slaughters 41% of 124.4 million goats each year. The 0.6 million metric tonnes of goat meat make up 8% of India's annual meat production.[38] Approximately 440 million goats are slaughtered each year for meat worldwide.[39]
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Husbandry, or animal care and use, varies by region and culture. The particular housing used for goats depends not only on the intended use of the goat, but also on the region of the world where they are raised. Historically, domestic goats were generally kept in herds that wandered on hills or other grazing areas, often tended by goatherds who were frequently children or adolescents, similar to the more widely known shepherd. These methods of herding are still used today.
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In some parts of the world, especially Europe and North America, distinct breeds of goats are kept for dairy (milk) and for meat production. Excess male kids of dairy breeds are typically slaughtered for meat. Both does and bucks of meat breeds may be slaughtered for meat, as well as older animals of any breed. The meat of older bucks (more than one year old) is generally considered not desirable for meat for human consumption. Castration at a young age prevents the development of typical buck odor.
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Dairy goats are generally pastured in summer and may be stabled during the winter. As dairy does are milked daily, they are generally kept close to the milking shed. Their grazing is typically supplemented with hay and concentrates. Stabled goats may be kept in stalls similar to horses, or in larger group pens. In the US system, does are generally rebred annually. In some European commercial dairy systems, the does are bred only twice, and are milked continuously for several years after the second kidding.
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Meat goats are more frequently pastured year-round, and may be kept many miles from barns. Angora and other fiber breeds are also kept on pasture or range. Range-kept and pastured goats may be supplemented with hay or concentrates, most frequently during the winter or dry seasons.
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In the Indian subcontinent and much of Asia, goats are kept largely for milk production, both in commercial and household settings. The goats in this area may be kept closely housed or may be allowed to range for fodder. The Salem Black goat is herded to pasture in fields and along roads during the day, but is kept penned at night for safe-keeping.[40]
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In Africa and the Mideast, goats are typically run in flocks with sheep. This maximizes the production per acre, as goats and sheep prefer different food plants. Multiple types of goat-raising are found in Ethiopia, where four main types have been identified: pastured in annual crop systems, in perennial crop systems, with cattle, and in arid areas, under pastoral (nomadic) herding systems. In all four systems, however, goats were typically kept in extensive systems, with few purchased inputs.[41] Household goats are traditionally kept in Nigeria. While many goats are allowed to wander the homestead or village, others are kept penned and fed in what is called a 'cut-and-carry' system. This type of husbandry is also used in parts of Latin America. Cut-and-carry, which refers to the practice of cutting down grasses, corn or cane for feed rather than allowing the animal access to the field, is particularly suited for types of feed, such as corn or cane, that are easily destroyed by trampling.[42]
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Pet goats may be found in many parts of the world when a family keeps one or more animals for emotional reasons rather than as production animals. It is becoming more common for goats to be kept exclusively as pets in North America and Europe.
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The taste of goat kid meat is similar to that of spring lamb meat;[43] in fact, in the English-speaking islands of the Caribbean, and in some parts of Asia, particularly Bangladesh, Pakistan and India, the word “mutton” is used to describe both goat and sheep meat. However, some compare the taste of goat meat to veal or venison, depending on the age and condition of the goat. Its flavor is said to be primarily linked to the presence of 4-methyloctanoic and 4-methylnonanoic acid.[44] It can be prepared in a variety of ways, including stewing, baking, grilling, barbecuing, canning, and frying; it can be minced, curried, or made into sausage. Due to its low fat content, the meat can toughen at high temperatures if cooked without additional moisture. One of the most popular goats grown for meat is the South African Boer, introduced into the United States in the early 1990s. The New Zealand Kiko is also considered a meat breed, as is the myotonic or "fainting goat", a breed originating in Tennessee.
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Goats produce about 2% of the world's total annual milk supply.[45] Some goats are bred specifically for milk. If the strong-smelling buck is not separated from the does, his scent will affect the milk.
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Goat milk naturally has small, well-emulsified fat globules, which means the cream remains suspended in the milk, instead of rising to the top, as in raw cow milk; therefore, it does not need to be homogenized. Indeed, if the milk is to be used to make cheese, homogenization is not recommended, as this changes the structure of the milk, affecting the culture's ability to coagulate the milk and the final quality and yield of cheese.[46]
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Dairy goats in their prime (generally around the third or fourth lactation cycle) average—2.7 to 3.6 kg (6 to 8 lb)—of milk production daily—roughly 2.8 to 3.8 l (3 to 4 U.S. qt)—during a ten-month lactation, producing more just after freshening and gradually dropping in production toward the end of their lactation. The milk generally averages 3.5% butterfat.[47]
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Goat milk is commonly processed into cheese, butter, ice cream, yogurt, cajeta and other products. Goat cheese is known as fromage de chèvre ("goat cheese") in France. Some varieties include Rocamadour and Montrachet.[48] Goat butter is white because goats produce milk with the yellow beta-carotene converted to a colorless form of vitamin A. Goat milk has less cholesterol [49]
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The American Academy of Pediatrics discourages feeding infants milk derived from goats. An April 2010 case report[50] summarizes their recommendation and presents "a comprehensive review of the consequences associated with this dangerous practice", also stating, "Many infants are exclusively fed unmodified goat's milk as a result of cultural beliefs as well as exposure to false online information. Anecdotal reports have described a host of morbidities associated with that practice, including severe electrolyte abnormalities, metabolic acidosis, megaloblastic anemia, allergic reactions including life-threatening anaphylactic shock, hemolytic uremic syndrome, and infections." Untreated caprine brucellosis results in a 2% case fatality rate. According to the USDA, doe milk is not recommended for human infants because it contains "inadequate quantities of iron, folate, vitamins C and D, thiamine, niacin, vitamin B6, and pantothenic acid to meet an infant’s nutritional needs" and may cause harm to an infant's kidneys and could cause metabolic damage.[51]
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The department of health in the United Kingdom has repeatedly released statements stating on various occasions that[52] "Goats' milk is not suitable for babies, and infant formulas and follow-on formulas based on goats' milk protein have not been approved for use in Europe", and "infant milks based on goats' milk protein are not suitable as a source of nutrition for infants."[53] Moreover, according to the Canadian federal health department Health Canada, most of the dangers of, and counter-indications for, feeding unmodified goat's milk to infants parallel those associated with unmodified cow's milk — especially insofar as allergic reactions go.[54]
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However, some farming groups promote the practice. For example, Small Farm Today, in 2005, claimed beneficial use in invalid and convalescent diets, proposing that glycerol ethers, possibly important in nutrition for nursing infants, are much higher in does' milk than in cows' milk.[55] A 1970 book on animal breeding claimed that does' milk differs from cows' or humans' milk by having higher digestibility, distinct alkalinity, higher buffering capacity, and certain therapeutic values in human medicine and nutrition.[56] George Mateljan suggested doe milk can replace ewe milk or cow milk in diets of those who are allergic to certain mammals' milk.[57] However, like cow milk, doe milk has lactose (sugar), and may cause gastrointestinal problems for individuals with lactose intolerance.[57] In fact, the level of lactose is similar to that of cow milk.[53]
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Some researchers and companies producing goat's milk products have made claims that goat's milk is better for human health than most Western cow's milk due to it mostly lacking a form of β-casein proteins called A1, and instead mostly containing the A2 form, which does not metabolize to β-casomorphin 7 in the body.[58][59][60][61]
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These compositions vary by breed (especially in the Nigerian Dwarf breed), animal, and point in the lactation period.
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The Angora breed of goats produces long, curling, lustrous locks of mohair. The entire body of the goat is covered with mohair and there are no guard hairs. The locks constantly grow to four inches or more in length. Angora crossbreeds, such as the pygora and the nigora, have been created to produce mohair and/or cashgora on a smaller, easier-to-manage animal.
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The wool is shorn twice a year, with an average yield of about 4.5 kg (10 lb).
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Most goats have softer insulating hairs nearer the skin, and longer guard hairs on the surface. The desirable fiber for the textile industry is the former, and it goes by several names (down, cashmere and pashmina). The coarse guard hairs are of little value as they are too coarse, difficult to spin and difficult to dye. The cashmere goat produces a commercial quantity of cashmere wool, which is one of the most expensive natural fibers commercially produced; cashmere is very fine and soft. The cashmere goat fiber is harvested once a year, yielding around 260 g (9 oz) of down.
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In South Asia, cashmere is called "pashmina" (from Persian pashmina, "fine wool").
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In the 18th and early 19th centuries, Kashmir (then called Cashmere by the British), had a thriving industry producing shawls from goat-hair imported from Tibet and Tartary through Ladakh. The shawls were introduced into Western Europe when the General in Chief of the French campaign in Egypt (1799–1802) sent one to Paris. Since these shawls were produced in the upper Kashmir and Ladakh region, the wool came to be known as "cashmere".
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Goats have been used by humans to clear unwanted vegetation for centuries. They have been described as "eating machines" and "biological control agents".[64][65] There has been a resurgence of this in North America since 1990, when herds were used to clear dry brush from California hillsides thought to be endangered by potential wildfires. This form of using goats to clear land is sometimes known as conservation grazing. Since then, numerous public and private agencies have hired private herds from companies such as Rent A Goat to perform similar tasks.[64][66] This may be expensive and their smell may be a nuisance.[67] This practice has become popular in the Pacific Northwest, where they are used to remove invasive species not easily removed by humans, including (thorned) blackberry vines and poison oak.[64][68][69] Chattanooga, TN and Spartanburg, SC have used goats to control kudzu, an invasive plant species prevalent in the southeastern United States.[70]
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As a goat's anatomy and physiology is not too dissimilar from that of humans, some countries' militaries use goats to train combat medics. In the United States, goats have become the main animal species used for this purpose after the Pentagon phased out using dogs for medical training in the 1980s.[71] While modern mannequins used in medical training are quite efficient in simulating the behavior of a human body, trainees feel that "the goat exercise provide[s] a sense of urgency that only real life trauma can provide".[72]
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Some people choose goats as a pet because of their ability to form close bonds with their human guardians. Because of goats' herd mentality, they will follow their owners around and form close bonds with them.
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Goat breeds fall into overlapping, general categories. They are generally distributed in those used for dairy, fiber, meat, skins, and as companion animals. Some breeds are also particularly noted as pack goats.
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Goat breeders' clubs frequently hold shows, where goats are judged on traits relating to conformation, udder quality, evidence of high production, longevity, build and muscling (meat goats and pet goats) and fiber production and the fiber itself (fiber goats). People who show their goats usually keep registered stock and the offspring of award-winning animals command a higher price. Registered goats, in general, are usually higher-priced if for no other reason than that records have been kept proving their ancestry and the production and other data of their sires, dams, and other ancestors. A registered doe is usually less of a gamble than buying a doe at random (as at an auction or sale barn) because of these records and the reputation of the breeder.
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Children's clubs such as 4-H also allow goats to be shown. Children's shows often include a showmanship class, where the cleanliness and presentation of both the animal and the exhibitor as well as the handler's ability and skill in handling the goat are scored. In a showmanship class, conformation is irrelevant since this is not what is being judged.
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Various "Dairy Goat Scorecards" (milking does) are systems used for judging shows in the US. The American Dairy Goat Association (ADGA) scorecard for an adult doe includes a point system of a hundred total with major categories that include general appearance, the dairy character of a doe (physical traits that aid and increase milk production), body capacity, and specifically for the mammary system. Young stock and bucks are judged by different scorecards which place more emphasis on the other three categories; general appearance, body capacity, and dairy character.
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The American Goat Society (AGS) has a similar, but not identical scorecard that is used in their shows. The miniature dairy goats may be judged by either of the two scorecards. The "Angora Goat scorecard" used by the Colored Angora Goat Breeder's Association (CAGBA), which covers the white and the colored goats, includes evaluation of an animal's fleece color, density, uniformity, fineness, and general body confirmation. Disqualifications include: a deformed mouth, broken down pasterns, deformed feet, crooked legs, abnormalities of testicles, missing testicles, more than 3 inch split in scrotum, and close-set or distorted horns.
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Archaeologists excavating the ancient city of Ebla in Syria discovered, among others, the tomb of some king or great noble which included
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a throne decorated with bronze goat heads. That led to this tomb becoming known as "The Tomb of the Lord of the Goats".[73][74]
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According to Norse mythology, the god of thunder, Thor, has a chariot that is pulled by the goats Tanngrisnir and Tanngnjóstr.[75] At night when he sets up camp, Thor eats the meat of the goats, but takes care that all bones remain whole. Then he wraps the remains up, and in the morning, the goats always come back to life to pull the chariot. When a farmer's son who is invited to share the meal breaks one of the goats' leg bones to suck the marrow, the animal's leg remains broken in the morning, and the boy is forced to serve Thor as a servant to compensate for the damage.
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Possibly related, the Yule Goat is one of the oldest Scandinavian and Northern European Yule and Christmas symbols and traditions. Yule Goat originally denoted the goat that was slaughtered around Yule, but it may also indicate a goat figure made out of straw. It is also used about the custom of going door-to-door singing carols and getting food and drinks in return, often fruit, cakes and sweets. "Going Yule Goat" is similar to the British custom wassailing, both with heathen roots. The Gävle Goat is a giant version of the Yule Goat, erected every year in the Swedish city of Gävle.
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The Greek god Pan is said to have the upper body of a man and the horns and lower body of a goat.[75] Pan was a very lustful god, nearly all of the myths involving him had to do with him chasing nymphs. He is also credited with creating the pan flute.
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The goat is one of the 12-year cycle of animals which appear in the Chinese zodiac related to the Chinese calendar. Each animal is associated with certain personality traits; those born in a year of the goat are predicted to be shy, introverted, creative, and perfectionist.
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Several mythological hybrid creatures are believed to consist of parts of the goat, including the Chimera. The Capricorn sign in the Western zodiac is usually depicted as a goat with a fish's tail. Fauns and satyrs are mythological creatures that are part goat and part human. The mineral bromine is named from the Greek word "brόmos", which means "stench of he-goats".
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Popular Christian folk tradition in Europe associated Satan with imagery of goats.[75] A common superstition in the Middle Ages was that goats whispered lewd sentences in the ears of the saints. The origin of this belief was probably the behavior of the buck in rut, the very epitome of lust. The common medieval depiction of the devil was that of a goat-like face with horns and small beard (a goatee). The Black Mass, a probably mythological "Satanic mass", involved Satan manifesting as a black goat for worship.
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The goat has had a lingering connection with Satanism and pagan religions, even into modern times. The inverted pentagram, a symbol used in Satanism, is said to be shaped like a goat's head. The "Baphomet of Mendes" refers to a Satanic goat-like figure from 19th-century occultism.
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In Finland the tradition of Nuutinpäivä—St. Knut's Day, January 13—involves young men dressed as goats (Finnish: Nuuttipukki) who visit houses. Usually the dress was an inverted fur jacket, a leather or birch bark mask, and horns. Unlike the analogues Santa Claus, Nuuttipukki was a scary character (cf. Krampus). The men dressed as Nuuttipukki wandered from house to house, came in, and typically demanded food from the household and especially leftover alcoholic beverages. In Finland the Nuuttipukki tradition is still kept alive in areas of Satakunta, Southwest Finland and Ostrobothnia. However, nowadays the character is usually played by children and now involves a happy encounter.[76]
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The common Russian surname Kozlov (Russian: Козло́в), means "goat". Goatee refers to a style of facial hair incorporating hair on a man's chin, so named because of some similarity to a goat's facial feature.
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Goats are mentioned many times in the Bible. Their importance in ancient Israel is indicated by the seven different Hebrew and three Greek terms used in the Bible.[77] A goat is considered a "clean" animal by Jewish dietary laws and a kid was slaughtered for an honored guest. It was also acceptable for some kinds of sacrifices. Goat-hair curtains were used in the tent that contained the tabernacle (Exodus 25:4). Its horns can be used instead of sheep's horn to make a shofar.[78] On Yom Kippur, the festival of the Day of Atonement, two goats were chosen and lots were drawn for them. One was sacrificed and the other allowed to escape into the wilderness, symbolically carrying with it the sins of the community. From this comes the word "scapegoat". A leader or king was sometimes compared to a male goat leading the flock.
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In the New Testament(Matthew 25), Jesus returned to Jerusalem the first day of the week (Sunday) before his crucifixion. Having visited the Jewish Temple, Jesus met with his disciples on the Mount of Olives outside the city. At the end of an extended discourse he told of a time after his Resurrection when he would return in glory and sit in judgement of Gentile nations of the world using a metaphor of the Sheep and the Goats. Commonly sheep and goats grazed together in mixed herds.[77]
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In Matthew 25:31–46, Jesus said that like a shepherd he will separate the nations placing on his right hand the sheep, those who have shown kindness to needy and suffering disciples of Jesus and others. These he will reward, but the goats at his left hand, who failed to show kindness, will be punished. Although both sheep and goats were valued as livestock, this preference for sheep may relate to the importance of wool and the superior meat of adult sheep compared to the poor meat of adult goats[77].
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Goats readily revert to the wild (become feral) if given the opportunity. The only domestic animal known to return to feral life as swiftly is the cat.[5] Feral goats have established themselves in many areas: they occur in Australia, New Zealand, Great Britain, the Galapagos and in many other places. When feral goats reach large populations in habitats which provide unlimited water supply and which do not contain sufficient large predators or which are otherwise vulnerable to goats' aggressive grazing habits, they may have serious effects, such as removing native scrub, trees and other vegetation which is required by a wide range of other creatures, not just other grazing or browsing animals. Feral goats are common in Australia.[79] However, in other circumstances where predator pressure is maintained, they may be accommodated into some balance in the local food web.
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Cervus capreolus Linnaeus, 1758
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The European roe deer (Capreolus capreolus), also known as the western roe deer, chevreuil, or simply roe deer or roe, is a species of deer. The male of the species is sometimes referred to as a roebuck. The roe deer is relatively small, reddish and grey-brown, and well-adapted to cold environments. The species is widespread in Europe, from the Mediterranean to Scandinavia, from Scotland to the Caucasus, and east to northern Iran and Iraq. It is distinct from the somewhat larger Siberian roe deer.
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The roe deer is a relatively small deer, with a body length of 95–146 cm (3.1–4.8 ft), a shoulder height of 65–85 cm (2.1–2.8 ft), and a weight of 15–60 kg (33–132 lb) where populations from Ural and Northern Kazakhstan are the largest on average followed by those from Transbaikal, Amur, and Primolskil regions.[3] Bucks in good conditions develop antlers up to 20–25 cm (8–10 in) long with two or three, rarely even four, points. When the male's antlers begin to regrow, they are covered in a thin layer of velvet-like fur which disappears later on after the hair's blood supply is lost. Males may speed up the process by rubbing their antlers on trees, so that their antlers are hard and stiff for the duels during the mating season. Unlike most cervids, roe deer begin regrowing antlers almost immediately after they are shed.[citation needed]
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Within Europe, the European roe deer occurs in most areas, with the exception of northernmost Scandinavia (north of Narvik) and some of the islands, notably Iceland, Ireland, and the Mediterranean Sea islands; in the Mediterranean region, it is largely confined to mountainous areas, and is absent or rare at low altitudes. Scottish roe deer were introduced to the Lissadell Estate in Co. Sligo in Ireland around 1870 by Sir Henry Gore-Booth, Bt.[4] The Lissadell deer were noted for their occasional abnormal antlers and survived in that general area for about 50 years before they died out. According to the National Biodiversity Data Centre, in 2014 there was a confirmed sighting of roe deer in County Armagh. There have been other, unconfirmed, sightings in County Wicklow.[5][6]
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In England and Wales, roe have experienced a substantial expansion in their range in the latter half of the 20th century and continuing into the 21st century.[7] This increase in population also appears to be affecting woodland ecosystems.[8] At the start of the 20th century, they were almost extinct in Southern England, but since then have hugely expanded their range for no apparent reason and possibly in some cases with human help. In 1884, roe were introduced from Württemberg in Germany into the Thetford Chase area, and these spread to populate most of Norfolk, Suffolk, and substantial parts of Cambridgeshire. In southern England, they started their expansion in Sussex (possibly from enclosed stock in Petworth Park) and from there soon spread into Surrey, Berkshire, Wiltshire, Hampshire, and Dorset, and for the first half of the 20th century, most roe in southern England were to be found in these counties. By the end of the 20th century, they had repopulated much of Southern England and had expanded into Somerset, Devon, Cornwall, Oxfordshire, Gloucestershire, Warwickshire, Lincolnshire, and South Yorkshire, and had even spread into mid-Wales from the Ludlow area where an isolated population had appeared. At the same time, the surviving population in Scotland and the Lake District had pushed further south beyond Yorkshire and Lancashire and into Derbyshire and Humberside.[9]
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Roe can now be found in most of rural England except for south east Kent and the greater part of Staffordshire and Cheshire, although the expansion is continuing to the extent that before the end of the 21st century, anywhere in the UK mainland suitable for roe may have a population.[citation needed] Not being a species that needs large areas of woodland to survive, urban roe are now a feature of several cities, notably Glasgow and Bristol, where in particular they favour cemeteries. In Wales, they are less common, but have been seen as far south west as Cardigan and as far north west as Bangor, and they are reasonably well established in Powys and Monmouthshire.[citation needed]
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German colonial administrators introduced roe deer to the island of Pohnpei in Micronesia. They are hunted by locals in very steep and heavily vegetated terrain. The meat is openly sold in markets and restaurants in Kolonia, the capital city of Pohnpei and the Federated States of Micronesia.[citation needed]
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The roe deer is distinct from the somewhat larger Siberian roe deer (Capreolus pygargus) found from the Ural Mountains to as far east as China and Siberia. The two species meet at the Caucasus Mountains, with the European species occupying the southern flank of the mountain ranges and adjacent Asia Minor, and the Siberian species occupying the northern flank of the mountain ranges.[citation needed]
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|
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It is known that there are roe deer that live in the Red Forest near Chernobyl.[10]
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In order to mitigate risk while foraging, roe deer remain within refuge habitats (such as forests) during the day. They are likelier to venture into more open habitats at night and during crepuscular periods when there is less ambient activity. Similarly, roe deer are more likely to be spotted in places with nearby forests to retreat to if there is a perceived threat.[11]
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The roe deer attains a maximum lifespan (in the wild) of 10 years. When alarmed, it will bark a sound much like a dog and flash out its white rump patch. Rump patches differ between the sexes, with the white rump patches heart-shaped on females and kidney-shaped on males. Males may also bark or make a low grunting noise. Females (does) make a high-pitched "pheep" whine to attract males during the rut (breeding season) in July and August. Initially, the female goes looking for a mate and commonly lures the buck back into her territory before mating. The roe deer is territorial, and while the territories of a male and a female might overlap, other roe deer of the same sex are excluded unless they are the doe's offspring of that year.[citation needed]
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The roe deer is primarily crepuscular, very quick and graceful, and lives in woods, although it may venture into grasslands and sparse forests. They feed mainly on grass, leaves, berries, and young shoots. They particularly like very young, tender grass with a high moisture content, i.e., grass that has received rain the day before. Roe deer will not generally venture into a field that has had or has livestock (sheep, cattle) in it because the livestock make the grass unclean. A pioneer species commonly associated with biotic communities at an early stage of succession, during the Neolithic period in Europe, the roe deer was abundant, taking advantage of areas of forest or woodland cleared by Neolithic farmers.[12]
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The polygamous roe deer males clash over territory in early summer and mate in early autumn. During courtship, when the males chase the females, they often flatten the underbrush, leaving behind areas of the forest in the shape of a figure eight called 'roe rings'. Males may also use their antlers to shovel around fallen foliage and soil as a way of attracting a mate. Roebucks enter rutting inappetence during the July and August breeding season. Females are monoestrous and after delayed implantation usually give birth the following June, after a 10-month gestation period, typically to two spotted fawns of opposite sexes. The fawns remain hidden in long grass from predators; they are suckled by their mother several times a day for around three months. Young female roe deer can begin to reproduce when they are around 6 months old.[citation needed] During the mating season, a male roe deer may mount the same doe several times over a duration of several hours.[13]
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The world-famous deer Bambi (the titular character of the book Bambi, A Life in the Woods (1923) and its sequel Bambi's Children (1939), by the Austrian author Felix Salten) was originally a roe deer. When the story was adapted into the animated feature film Bambi (1942), by the Walt Disney Studios, Bambi was changed to a mule deer, and accordingly, the setting was changed to a North American wilderness. These changes made Bambi a deer species more familiar to mainstream US viewers.[14]
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Chewing gum is a soft, cohesive substance designed in order to be chewed without being swallowed. Modern chewing gum is composed of gum base, sweeteners, softeners/plasticizers, flavors, colors, and, typically, a hard or powdered polyol coating.[1] Its texture is reminiscent of rubber because of the physical-chemical properties of its polymer, plasticizer, and resin components, which contribute to its elastic-plastic, sticky, chewy characteristics.[2]
|
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|
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The cultural tradition of chewing gum seems to have developed through a convergent evolution process, as traces of this habit have arisen separately in many of the early civilizations. Each of the early precursors to chewing gum were derived from natural growths local to the region and were chewed purely out the instinctual desire to masticate. Early chewers did not necessarily desire to derive nutritional benefits from their chewable substances, but at times sought taste stimuli and teeth cleaning or breath-freshening capabilities.[3]
|
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Chewing gum in many forms has existed since the Neolithic period. 6,000-year-old chewing gum made from birch bark tar, with tooth imprints, has been found in Kierikki in Finland. The tar from which the gums were made is believed to have antiseptic properties and other medicinal benefits.[4] It is chemically similar to petroleum tar and is in this way different from most other early gum.[5][6] The Mayans and Aztecs were the first to exploit the positive properties of gum,[7] they used chicle, a natural tree gum, as a base for making a gum-like substance[8] and to stick objects together in everyday use. Forms of chewing gums were also chewed in Ancient Greece. The Ancient Greeks chewed mastic gum, made from the resin of the mastic tree.[9] Mastic gum, like birch bark tar, has antiseptic properties and is believed to have been used to maintain oral health.[10] Both chicle and mastic are tree resins. Many other cultures have chewed gum-like substances made from plants, grasses, and resins.
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|
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Although chewing gum can be traced back to civilizations around the world, the modernization and commercialization of this product mainly took place in the United States. The American Indians chewed resin made from the sap of spruce trees.[11] The New England settlers picked up this practice, and in 1848, John B. Curtis developed and sold the first commercial chewing gum called The State of Maine Pure Spruce Gum. In this way, the industrializing West, having forgotten about tree gums, rediscovered chewing gum through the First Americans. Around 1850 a gum made from paraffin wax, which is a petroleum product, was developed and soon exceeded the spruce gum in popularity. To sweeten these early gums, the chewer would often make use of a plate of powdered sugar, which they would repeatedly dip the gum in to maintain sweetness.[12] William Semple filed an early patent on chewing gum, patent number 98,304, on December 28, 1869.[13]
|
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|
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The first flavored chewing gum was created in the 1860s by John Colgan, a Louisville, Kentucky pharmacist. Colgan mixed with powdered sugar the aromatic flavoring tolu, a powder obtained from an extract of the balsam tree (Myroxylon), creating small sticks of flavored chewing gum he named "Taffy Tolu".[14] Colgan also led the way in the manufacturing and packaging of chicle-based chewing gum, derived from Manilkara chicle, a tropical evergreen tree. He licensed a patent for automatically cutting chips of chewing gum from larger sticks: US 966,160 "Chewing Gum Chip Forming Machine" August 2, 1910[15] and a patent for automatically cutting wrappers for sticks of chewing gum: US 913,352 "Web-cutting attachment for wrapping-machines" February 23, 1909[16] from Louisville, Kentucky inventor James Henry Brady, an employee of the Colgan Gum Company.
|
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|
13 |
+
Modern chewing gum was first developed in the 1860s when chicle was brought from Mexico by the former President, General Antonio Lopez de Santa Anna, to New York, where he gave it to Thomas Adams for use as a rubber substitute. Chicle did not succeed as a replacement for rubber, but as a gum, which was cut into strips and marketed as Adams New York Chewing Gum in 1871.[17][18] Black Jack (1884), which is flavored with licorice, Chiclets (1899), and Wrigley's Spearmint Gum were early popular gums that quickly dominated the market and are all still around today.[3] Chewing gum gained worldwide popularity through American GIs in WWII, who were supplied chewing gum as a ration and traded it with locals. Synthetic gums were first introduced to the U.S. after chicle no longer satisfied the needs of making good chewing gum.[3] By the 1960s, US manufacturers had switched to butadiene-based synthetic rubber, as it was cheaper to manufacture.
|
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+
|
15 |
+
Gum base composition is considered proprietary information known by select individuals within each gum-manufacturing company.[2] Information about the other components of chewing gum are more accessible to the public and they are listed in Table 2.
|
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+
|
17 |
+
Table 2: Common Ingredients in the Formulation of Modern Chewing Gum[1][19]
|
18 |
+
|
19 |
+
Artificial Sweeteners: 0.05-0.5%
|
20 |
+
|
21 |
+
sugar, dextrose, glucose or corn syrup, erythritol, isomalt, xylitol, maltitol, mannitol, sorbitol, lactitol
|
22 |
+
|
23 |
+
aspartame, acesulfame-K, saccharine, sucralose, neohesperidine, dihydrichalcone
|
24 |
+
|
25 |
+
Peppermint and spearmint are the most popular flavors.[24] Food acids are implemented to provide a sour flavor (i.e. citric, tartaric, malic, lactic, adipic, and fumaric acids).
|
26 |
+
|
27 |
+
Maltitol/Isomalt
|
28 |
+
|
29 |
+
Mannitol
|
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+
|
31 |
+
Starch
|
32 |
+
|
33 |
+
Gum base is made of polymers, plasticizers, and resins. Polymers, including elastomers, are responsible for the stretchy and sticky nature of chewing gum. Plasticizers improve flexibility and reduce brittleness, contributing to the plastic and elastic nature of gum. The interactions of plasticizers within gum base are governed by solubility parameters, molecular weight, and chemical structure. Resins compose the hydrophobic portion of the gum base, responsible for its chewiness. Although the exact ingredients and proportions used in each brand's gum base are trade secrets within the gum industry, Table 3 lists all of the natural and synthetic gum base components approved for use in the United States, demonstrating some examples of key gum base components.[2]
|
34 |
+
|
35 |
+
Table 3: Gum Base Ingredients Approved for Use by the U.S. Food and Drug Administration (2016)[26]
|
36 |
+
|
37 |
+
Chicle
|
38 |
+
|
39 |
+
Chiquibul
|
40 |
+
|
41 |
+
Crown Gum
|
42 |
+
|
43 |
+
Gutta hang kang
|
44 |
+
|
45 |
+
Massaranduba balata
|
46 |
+
|
47 |
+
Massaranduba chocolate
|
48 |
+
|
49 |
+
Nispero
|
50 |
+
|
51 |
+
Rosidinha
|
52 |
+
|
53 |
+
Venezuelan chicle
|
54 |
+
|
55 |
+
Isobutylene-isoprene copolymer (butyl rubber)
|
56 |
+
|
57 |
+
Paraffin (via the Fischer-Tropsch process)
|
58 |
+
|
59 |
+
Petroleum wax
|
60 |
+
|
61 |
+
Petroleum wax synthetic
|
62 |
+
|
63 |
+
Polyethylene
|
64 |
+
|
65 |
+
Polyisobutylene
|
66 |
+
Polyvinyl acetate
|
67 |
+
|
68 |
+
Jelutong
|
69 |
+
|
70 |
+
Leche caspi (sorva)
|
71 |
+
|
72 |
+
Pendare
|
73 |
+
|
74 |
+
Perillo
|
75 |
+
|
76 |
+
Leche de vaca
|
77 |
+
|
78 |
+
Niger gutta
|
79 |
+
|
80 |
+
Tunu (tuno)
|
81 |
+
|
82 |
+
Chilte
|
83 |
+
|
84 |
+
Natural rubber
|
85 |
+
|
86 |
+
First, gum base is previously prepared through a melting and straining or filtering process. The formulation for gum base is proprietary information known to few individuals within each gum-producing company. Next, other ingredients such as nutritive and non-nutritive sweeteners and flavors are added to the gum base until the warm mixture thickens like dough. The gum base mixture is heated during this mixing process in order to increase the entropy of the polymers to achieve a more uniform dispersion of ingredients. Then, extrusion technology is implemented to smooth, form, and shape the gum. Next, the gum goes through a shaping process that is determined by gum type and consumer demand. For example, cut and wrap (chunk or cube) pieces are severed straight out of the extruder using a vertical cutter. Sheeting is a technique often used for stick, slab and tab gums. Next, gum is either conditioned by being sprinkled with a powdered polyol or coated via the application of subsequent layers of coating using temperature controlled coating basins before it is sent to packaging.[27]
|
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|
88 |
+
Chewing gum can come in a variety of formats ranging from 1.4 to 6.9 grams per piece, and products can be differentiated by the consumers’ intent to form bubbles or the sugar/sugarless dichotomy.
|
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+
|
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+
Chewing gum typically comes in three formats: tablets, coated pellets, and sticks/ slabs. Bubble gum typically come in three formats as well: tablets, hollow balls, and cubes or chunks. Stick, slab, and tab gums typically come in packs of about five to 17 sticks or more, and their medium size allows for softer texture. Pellet gums, or dragée gums, are pillow shaped pieces that are almost always coated. Packaging of pellet gums can vary from boxes to bottles to blister packs. The coating of pellet gum allows for the opportunity for multiple flavor sensations, since coating is done in a layering process and different flavor attributes can be added to various layers. Cube or chunk gums, which are typically intended for bubble blowing, are called cut and wrap gums as they are typically severed from continuous strands of extruded gum and packaged directly.[28][29]
|
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+
|
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+
Chewing gum is rather shelf stable because of its non-reactive nature and low moisture content. The water activity of chewing gum ranges from 0.40 to 0.65.[30] The moisture content of chewing gum ranges from three to six percent.[30] In fact, chewing gum retains its quality for so long that, in most countries, it is not required by law to be labeled with an expiration date.[31] If chewing gum remains in a stable environment, over time the gum may become brittle or lose some of its flavor, but it will never be unsafe to eat.[31] If chewing gum is exposed to moisture, over time water migration may occur, making the gum soggy. In lollipops with a gum center, water migration can lead to the end of the product's shelf life, causing the exterior hard candy shell to soften and the interior gum center to harden.
|
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+
|
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+
The physical and chemical properties of chewing gum impact all aspects of this product, from manufacturing to sensory perception during mastication.
|
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+
|
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+
The polymers that make up the main component of chewing gum base are hydrophobic.[2] This property is essential because it allows for retention of physical properties throughout the mastication process. Because the polymers of gum repel water, the water-based saliva system in a consumer's mouth will dissolve the sugars and flavorings in chewing gum, but not the gum base itself. This allows for gum to be chewed for a long period of time without breaking down in the mouth like conventional foods. Chewing gum can be classified as a product containing a liquid phase and a crystalline phase, providing gum with its characteristic balance of plastic and elastic properties.[1]
|
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+
|
98 |
+
While hydrophobic polymers beneficially repel water and contribute to chewiness, they also detrimentally attract oil. The stickiness of gum results from this hydrophobic nature, as gum can form bonds and stick when it makes contact with oily surfaces[2] such as sidewalks, skin, hair, or the sole of one's shoe. To make matters worse, unsticking the gum is a challenge because the long polymers of the gum base stretch, rather than break. The sticky characteristic of gum may be problematic during processing if the gum sticks to any machinery or packaging materials during processing, impeding the flow of product. Aside from ensuring that the machinery is free from lipid-based residues, this issue can be combatted by the conditioning and coating of gum toward the end of the process. By adding either a powder or a coating to the exterior of the gum product, the hydrophobic gum base binds to the added substance instead of various surfaces with which it may come in contact.
|
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+
|
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+
Bubblegum bubbles are formed when the tension and elasticity of gum polymers acts against the constant and equally dispersed pressure of air being directed into the gum bolus. Bubble gum bubbles are circular because pressure from the focused air being directed into the bolus acts equally on all of the interior surfaces of the gum cud, uniformly pushing outward on all surfaces as the polymers extend. As the bubble expands, the polymers of the gum base stretch and the surface of the bubble begins to thin. When the force of the air being blown into the bubble exceeds the force that the polymers can withstand, the polymers overextend and the bubble pops. Due to the elastic attributes of chewing gum, the deflated bubble recoils and the wad of gum is ready to continue being chewed.[2]
|
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+
|
102 |
+
Gum bases with higher molecular weights are typically used in gums intended to meet bubble-forming expectations. Higher molecular weight gum bases include longer polymers that are able to stretch further, and thus are able to form larger bubbles that retain their shape for a longer time.[2]
|
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+
|
104 |
+
Flavor delivery is extended throughout the mastication process by timed release of different flavor components due to the physical-chemical properties of many of chewing gum's ingredients. Entropy is a key player in the process of flavor delivery; because some gum components are more soluble in saliva than gum base and because over time flavor components desire to increase their entropy by becoming dispersed in the less ordered system of the mouth than in the more ordered system of the gum bolus, flavor delivery occurs. During the first three to four minutes of the chew, bulking agents such as sugar or sorbitol and maltitol have the highest solubility and, therefore, are chewed out first. As these components dissolve in the consumers’ saliva and slide down the esophagus, they are no longer retained in the gum base or perceived by the chewer. During the next phase of the chew in the four to six minute range, intense sweeteners and some acids are dissolved and chewed out. These components last slightly longer than the bulking agents because they have a slightly lower solubility. Next, encapsulated flavors are released during either 10-15 minute into the chew or after 30–45 minutes. Encapsulated flavors remain incorporated in the gum base longer because the molecules that they are encapsulated in are more easily held within the gum matrix. Finally, during the last phase of the chew, softeners such as corn syrup and glycerin and other textural modifiers are dissolved, resulting in a firming up of the gum and the end of the chew.[22]
|
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+
|
106 |
+
Studies have shown that gum flavor is perceived better in the presence of sweetener.[32] Companies have started to create chemical systems in gum so that the sweetener and flavor release together in a controlled manner during chewing.[33]
|
107 |
+
|
108 |
+
A cooling sensation is achieved through the chemical phenomenon of the negative enthalpy of dissolution that occurs with bulk sweeteners, such as the sugar alcohols. The enthalpy of dissolution refers to the overall amount of heat that is absorbed or released in the dissolving process. Because the bulk sweeteners absorb heat as they dissolve and have a negative enthalpy, they yield a cooling sensation as they are dissolved in a consumer's saliva.[1][19]
|
109 |
+
|
110 |
+
A review about the cognitive advantages of chewing gum by Onyper et al. (2011) found strong evidence of improvement for the following cognitive domains: working memory, episodic memory and speed of perception. However the improvements were only evident when chewing took place prior to cognitive testing. The precise mechanism by which gum chewing improves cognitive functioning is however not well understood.
|
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+
The researchers did also note that chewing-induced arousal could be masked by the distracting nature of chewing itself, which they named "dual-process theory", which in turn could explain some of the contradictory findings by previous studies. They also noticed the similarity between mild physical exercise such as pedaling a stationary bike and chewing gum. It has been demonstrated that mild physical exercise leads to little cognitive impairment during the physical task accompanied by enhanced cognitive functioning afterwards. Furthermore, the researchers noted that no improvement could be found for verbal fluency, which is in accordance with previous studies. This finding suggests that the effect of chewing gum is domain specific. The cognitive improvements after a period of chewing gum have been demonstrated to last for 15–20 minutes and decline afterwards.[34][qualify evidence]
|
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+
|
113 |
+
Sugar-free gum sweetened with xylitol has been shown to reduce cavities and plaque.[35][better source needed] The sweetener sorbitol has the same benefit, but is only about one-third as effective as xylitol.[35] Other sugar substitutes, such as maltitol, aspartame and acesulfame K, have also been found to not cause tooth decay.[17][36] Xylitol is specific in its inhibition of Streptococcus mutans, bacteria that are significant contributors to tooth decay.[37] Xylitol inhibits Streptococcus mutans in the presence of other sugars, with the exception of fructose.[38] Xylitol is a safe sweetener that benefits teeth and saliva production because, unlike most sugars, it is not fermented to acid.[17] Daily doses of xylitol below 3.44 grams are ineffective and doses above 10.32 grams show no additional benefit.[37] Other active ingredients in chewing gum include fluoride, which strengthens tooth enamel, and p-chlorbenzyl-4-methylbenzylpiperazine, which prevents travel sickness. Chewing gum also increases saliva production.[17]
|
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+
|
115 |
+
Food and sucrose have a demineralizing effect upon enamel that has been reduced by adding calcium lactate to food.[39] Calcium lactate added to toothpaste has reduced calculus formation.[40] One study has shown that calcium lactate enhances enamel remineralization when added to xylitol-containing gum,[41] but another study showed no additional remineralization benefit from calcium lactate or other calcium compounds in chewing-gum.[42]
|
116 |
+
|
117 |
+
Other studies[43] indicated that the caries preventive effect of chewing sugar-free gum is related to the chewing process itself rather than being an effect of gum sweeteners or additives, such as polyols and carbamide. A study investigated the in situ effect of casein phosphopeptide–amorphous calcium phosphate (CPP–ACP) found that its incorporation into a sugar-free gum increases the remineralization / protection of eroded enamel surface significantly.[44]
|
118 |
+
|
119 |
+
Gum chewing is regarded as a helpful way to cure halitosis (bad breath). Chewing gum not only helps to add freshness to breath but can aid in removing food particles and bacteria associated with bad breath from teeth. It does this by stimulating saliva, which essentially washes out the mouth. Chewing sugar-free gum for 20 minutes after a meal helps prevent tooth decay, according to the American Dental Association, because the act of chewing the sugar-free gum produces saliva to wash away bacteria, which protects teeth.[45] Chewing gum after a meal replaces brushing and flossing, if that's not possible, to prevent tooth decay and increase saliva production.[46] Chewing gum can also help with the lack of saliva or xerostomia since it naturally stimulates saliva production.[17] Saliva is made of chemicals, such as organic molecules, inorganic ions and macromolecules. 0.5% of saliva deals with dental health, since tooth enamel is made of calcium phosphate, those inorganic ions in saliva help repair the teeth and keep them in good condition. The pH of saliva is neutral, which having a pH of 7 allows it to remineralize tooth enamel. Falling below a pH of 5.5 (which is acidic) causes the saliva to demineralize the teeth.[17]
|
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+
|
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+
Masumoto et al. looked at the effects of chewing gum after meals following an orthodontic procedure, to see if chewing exercises caused subjects pain or discomfort, or helped maintain a large occlusal contact area. 35 adult volunteers chewed gum for 10 to 15 minutes before or after three meals each day for 4 weeks. 90% of those questioned said that the gum felt "quite hard", and half reported no discomfort.[47][qualify evidence]
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Several randomized controlled studies have investigated the use of chewing gum in reducing the duration of post-operative ileus following abdominal and specifically gastrointestinal surgery. A systematic review of these suggests gum chewing, as a form of "sham feeding", is a useful treatment therapy in open abdominal or pelvic surgery, although the benefit is less clear when laparoscopic surgical techniques are used.[48]
|
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Chewing gum after a colon surgery helps the patient recover sooner. If the patient chews gum for fifteen minutes for at least four times per day, it will reduce their recovery time by a day and a half.[49] The average patient took 0.66 fewer days to pass gas and 1.10 fewer days to have a bowel movement.[50] Saliva flow and production is stimulated when gum is chewed. Gum also gets digestive juices flowing and is considered "sham feeding".[50] Sham feeding is the role of the central nervous system in the regulation of gastric secretion.
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Chewing gum is used as a novel approach for the treatment of gastroesophageal reflux disease (GERD). One hypothesis is that chewing gum stimulates the production of more bicarbonate-containing saliva and increases the rate of swallowing. After the saliva is swallowed, it neutralizes acid in the esophagus. In effect, chewing gum exaggerates one of the normal processes that neutralize acid in the esophagus.[citation needed] However, chewing gum is sometimes considered to contribute to the development of stomach ulcers. It stimulates the stomach to secrete acid and the pancreas to produce digestive enzymes that aren't required.[citation needed] In some cases, when consuming large quantities of gum containing sorbitol, gas and/or diarrhea may occur.[citation needed]
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Controversy arises as to health concerns surrounding the questionable classification of gum as food, particularly in regard to some alternative uses for gum base ingredients. According to the U.S. Food and Drug Administration (FDA), chewing gum is considered a food, as the term “food” means “a raw, cooked, or processed edible substance, ice, beverage, or ingredient used or intended for use or for sale in whole or in part for human consumption, or chewing gum”.[51] Chewing gum is defined as a food of minimal nutritional value.[52] However, many of the ingredients in gum base have uses in inedible products, which raises concern in some consumers. Polyethylene, one of the most popular components of gum base, belongs to a common group of plastics and is used in products from plastic bags to hula hoops. Polyvinyl acetate is a sticky polymer found in white glue. Butyl rubber is typically used in caulking and the lining of car tires, in addition to its role in gum base. Paraffin wax is a byproduct of refined petroleum.[53]
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Concern has arisen about the possible carcinogenicity of the vinyl acetate (acetic acid ethenyl ester) used by some manufacturers in their gum bases. Currently, the ingredient can be hidden in the catch-all term "gum base". The Canadian government at one point classified the ingredient as a "potentially high hazard substance."[54] However, on January 31, 2010, the Government of Canada's final assessment concluded that exposure to vinyl acetate is not considered to be harmful to human health.[55] This decision under the Canadian Environmental Protection Act (CEPA) was based on new information received during the public comment period, as well as more recent information from the risk assessment conducted by the European Union.
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Various myths hold that swallowed gum will remain in a human's stomach for up to seven years, as it is not digestible. According to several medical opinions, there seems to be little truth behind the tale. In most cases, swallowed gum will pass through the system as quickly as any other food.[56]
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There have been cases where swallowing gum has resulted in complications in young children requiring medical attention. A 1998 paper describes a four-year-old boy being referred with a two-year history of constipation. The boy was found to have "always swallowed his gum after chewing five to seven pieces each day", being given the gum as a reward for good behavior, and the build-up resulted in a solid mass which could not leave the body.[57] A 1½-year-old girl required medical attention when she swallowed her gum and four coins, which got stuck together in her esophagus.[56][57] A bezoar is formed in the stomach when food or other foreign objects stick to gum and build up, causing intestinal blockage.[58] As long as the mass of gum is small enough to pass out of the stomach, it will likely pass out of the body easily,[59] but it is recommended that gum not be swallowed or given to young children who do not understand not to swallow it.[57]
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Adults have choked to death on chewing gum in rare cases. A 2012 report describes a 42-year-old woman who fell on the stairs while chewing gum. Due to the impact, the gum fell into the pharynx and was inhaled into the larynx, causing complete blockage and resulting in the woman's death by asphyxiation.[60]
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Chewing gum is not water-soluble and unlike other confectionery is not fully consumed. There has been much effort at public education and investment aimed at encouraging responsible disposal. Despite this it is commonly found stuck underneath benches, tables, handrails and escalators. It is extremely difficult and expensive to remove once "walked in" and dried. Gum bonds strongly to asphalt and rubber shoe soles because they are all made from polymeric hydrocarbons. It also bonds strongly with concrete paving. Removal is generally achieved by steam jet and scraper but the process is slow and labour-intensive.
|
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Most external urban areas with high pedestrian traffic show high incidence of casual chewing gum discard. In 2000 a study on Oxford Street, one of London's busiest shopping streets, showed that a quarter of a million black or white blobs of chewing gum were stuck to its pavement.[17] Gum removal from city streets, or even famous landmarks, can be a costly effort; in Rome, 15,000 pieces of chewed gum are discarded on a daily basis and the removal of each piece costs the city one euro.[61] However, likely as a consequence of Singapore's ban, Singapore's pavements are, perhaps uniquely amongst modern cities, free of gum.
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Various teams of researchers have developed gum that is less adhesive and degrades within days or weeks.[62][63] One example, Rev7 Gum, was briefly for sale from 2010 to 2012.
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Many schools do not allow chewing gum because students often dispose of it inappropriately (leaving it under desks and chairs, behind vending machines, etc.). The chewing may also pose a distraction to class, and the gum might carry diseases or bacteria from other students.[64]
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The Singapore government outlawed chewing gum in 1992 citing the danger of discarded gum being wedged in the sliding doors of underground trains and general cleanliness. However, in 2004 the government allowed sugarless gum to be sold in pharmacies if a doctor or dentist prescribed it due to the Singapore–United States Free Trade Agreement.[65]
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In 2018, the BBC published a news article on British designer Anna Bullus, who created a method of collecting and recycling chewing gum into plastic, noting that litter from chewing gum is the second most common form of litter, second only to cigarette litter. She uses a Worcester recycling plant to make old chewing gum into plastic. She then uses that plastic at a plastic moulding specialist, Amber Valley, in Leicester to make plastic objects. Known objects made are collection containers for more chewing gum, shoe soles, rubber boots, and plastic cups.[66] Her company advertises itself as the "first company in the world to recycle and process chewing gum into a range of new compounds that can be used in the rubber and plastics industry". The company is called Gum-tec, and the collection containers are dubbed "gumdrops". Advertised products on the website are pencils, coffee mugs, guitar picks, a "bicycle spoke", rulers, sports cones, frisbees, boomerangs, door stops, "meal mates", lunch-boxes, and combs.[67]
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Chewing gum is a soft, cohesive substance designed in order to be chewed without being swallowed. Modern chewing gum is composed of gum base, sweeteners, softeners/plasticizers, flavors, colors, and, typically, a hard or powdered polyol coating.[1] Its texture is reminiscent of rubber because of the physical-chemical properties of its polymer, plasticizer, and resin components, which contribute to its elastic-plastic, sticky, chewy characteristics.[2]
|
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|
5 |
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The cultural tradition of chewing gum seems to have developed through a convergent evolution process, as traces of this habit have arisen separately in many of the early civilizations. Each of the early precursors to chewing gum were derived from natural growths local to the region and were chewed purely out the instinctual desire to masticate. Early chewers did not necessarily desire to derive nutritional benefits from their chewable substances, but at times sought taste stimuli and teeth cleaning or breath-freshening capabilities.[3]
|
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|
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Chewing gum in many forms has existed since the Neolithic period. 6,000-year-old chewing gum made from birch bark tar, with tooth imprints, has been found in Kierikki in Finland. The tar from which the gums were made is believed to have antiseptic properties and other medicinal benefits.[4] It is chemically similar to petroleum tar and is in this way different from most other early gum.[5][6] The Mayans and Aztecs were the first to exploit the positive properties of gum,[7] they used chicle, a natural tree gum, as a base for making a gum-like substance[8] and to stick objects together in everyday use. Forms of chewing gums were also chewed in Ancient Greece. The Ancient Greeks chewed mastic gum, made from the resin of the mastic tree.[9] Mastic gum, like birch bark tar, has antiseptic properties and is believed to have been used to maintain oral health.[10] Both chicle and mastic are tree resins. Many other cultures have chewed gum-like substances made from plants, grasses, and resins.
|
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|
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Although chewing gum can be traced back to civilizations around the world, the modernization and commercialization of this product mainly took place in the United States. The American Indians chewed resin made from the sap of spruce trees.[11] The New England settlers picked up this practice, and in 1848, John B. Curtis developed and sold the first commercial chewing gum called The State of Maine Pure Spruce Gum. In this way, the industrializing West, having forgotten about tree gums, rediscovered chewing gum through the First Americans. Around 1850 a gum made from paraffin wax, which is a petroleum product, was developed and soon exceeded the spruce gum in popularity. To sweeten these early gums, the chewer would often make use of a plate of powdered sugar, which they would repeatedly dip the gum in to maintain sweetness.[12] William Semple filed an early patent on chewing gum, patent number 98,304, on December 28, 1869.[13]
|
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+
|
11 |
+
The first flavored chewing gum was created in the 1860s by John Colgan, a Louisville, Kentucky pharmacist. Colgan mixed with powdered sugar the aromatic flavoring tolu, a powder obtained from an extract of the balsam tree (Myroxylon), creating small sticks of flavored chewing gum he named "Taffy Tolu".[14] Colgan also led the way in the manufacturing and packaging of chicle-based chewing gum, derived from Manilkara chicle, a tropical evergreen tree. He licensed a patent for automatically cutting chips of chewing gum from larger sticks: US 966,160 "Chewing Gum Chip Forming Machine" August 2, 1910[15] and a patent for automatically cutting wrappers for sticks of chewing gum: US 913,352 "Web-cutting attachment for wrapping-machines" February 23, 1909[16] from Louisville, Kentucky inventor James Henry Brady, an employee of the Colgan Gum Company.
|
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+
|
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+
Modern chewing gum was first developed in the 1860s when chicle was brought from Mexico by the former President, General Antonio Lopez de Santa Anna, to New York, where he gave it to Thomas Adams for use as a rubber substitute. Chicle did not succeed as a replacement for rubber, but as a gum, which was cut into strips and marketed as Adams New York Chewing Gum in 1871.[17][18] Black Jack (1884), which is flavored with licorice, Chiclets (1899), and Wrigley's Spearmint Gum were early popular gums that quickly dominated the market and are all still around today.[3] Chewing gum gained worldwide popularity through American GIs in WWII, who were supplied chewing gum as a ration and traded it with locals. Synthetic gums were first introduced to the U.S. after chicle no longer satisfied the needs of making good chewing gum.[3] By the 1960s, US manufacturers had switched to butadiene-based synthetic rubber, as it was cheaper to manufacture.
|
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+
|
15 |
+
Gum base composition is considered proprietary information known by select individuals within each gum-manufacturing company.[2] Information about the other components of chewing gum are more accessible to the public and they are listed in Table 2.
|
16 |
+
|
17 |
+
Table 2: Common Ingredients in the Formulation of Modern Chewing Gum[1][19]
|
18 |
+
|
19 |
+
Artificial Sweeteners: 0.05-0.5%
|
20 |
+
|
21 |
+
sugar, dextrose, glucose or corn syrup, erythritol, isomalt, xylitol, maltitol, mannitol, sorbitol, lactitol
|
22 |
+
|
23 |
+
aspartame, acesulfame-K, saccharine, sucralose, neohesperidine, dihydrichalcone
|
24 |
+
|
25 |
+
Peppermint and spearmint are the most popular flavors.[24] Food acids are implemented to provide a sour flavor (i.e. citric, tartaric, malic, lactic, adipic, and fumaric acids).
|
26 |
+
|
27 |
+
Maltitol/Isomalt
|
28 |
+
|
29 |
+
Mannitol
|
30 |
+
|
31 |
+
Starch
|
32 |
+
|
33 |
+
Gum base is made of polymers, plasticizers, and resins. Polymers, including elastomers, are responsible for the stretchy and sticky nature of chewing gum. Plasticizers improve flexibility and reduce brittleness, contributing to the plastic and elastic nature of gum. The interactions of plasticizers within gum base are governed by solubility parameters, molecular weight, and chemical structure. Resins compose the hydrophobic portion of the gum base, responsible for its chewiness. Although the exact ingredients and proportions used in each brand's gum base are trade secrets within the gum industry, Table 3 lists all of the natural and synthetic gum base components approved for use in the United States, demonstrating some examples of key gum base components.[2]
|
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+
|
35 |
+
Table 3: Gum Base Ingredients Approved for Use by the U.S. Food and Drug Administration (2016)[26]
|
36 |
+
|
37 |
+
Chicle
|
38 |
+
|
39 |
+
Chiquibul
|
40 |
+
|
41 |
+
Crown Gum
|
42 |
+
|
43 |
+
Gutta hang kang
|
44 |
+
|
45 |
+
Massaranduba balata
|
46 |
+
|
47 |
+
Massaranduba chocolate
|
48 |
+
|
49 |
+
Nispero
|
50 |
+
|
51 |
+
Rosidinha
|
52 |
+
|
53 |
+
Venezuelan chicle
|
54 |
+
|
55 |
+
Isobutylene-isoprene copolymer (butyl rubber)
|
56 |
+
|
57 |
+
Paraffin (via the Fischer-Tropsch process)
|
58 |
+
|
59 |
+
Petroleum wax
|
60 |
+
|
61 |
+
Petroleum wax synthetic
|
62 |
+
|
63 |
+
Polyethylene
|
64 |
+
|
65 |
+
Polyisobutylene
|
66 |
+
Polyvinyl acetate
|
67 |
+
|
68 |
+
Jelutong
|
69 |
+
|
70 |
+
Leche caspi (sorva)
|
71 |
+
|
72 |
+
Pendare
|
73 |
+
|
74 |
+
Perillo
|
75 |
+
|
76 |
+
Leche de vaca
|
77 |
+
|
78 |
+
Niger gutta
|
79 |
+
|
80 |
+
Tunu (tuno)
|
81 |
+
|
82 |
+
Chilte
|
83 |
+
|
84 |
+
Natural rubber
|
85 |
+
|
86 |
+
First, gum base is previously prepared through a melting and straining or filtering process. The formulation for gum base is proprietary information known to few individuals within each gum-producing company. Next, other ingredients such as nutritive and non-nutritive sweeteners and flavors are added to the gum base until the warm mixture thickens like dough. The gum base mixture is heated during this mixing process in order to increase the entropy of the polymers to achieve a more uniform dispersion of ingredients. Then, extrusion technology is implemented to smooth, form, and shape the gum. Next, the gum goes through a shaping process that is determined by gum type and consumer demand. For example, cut and wrap (chunk or cube) pieces are severed straight out of the extruder using a vertical cutter. Sheeting is a technique often used for stick, slab and tab gums. Next, gum is either conditioned by being sprinkled with a powdered polyol or coated via the application of subsequent layers of coating using temperature controlled coating basins before it is sent to packaging.[27]
|
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+
|
88 |
+
Chewing gum can come in a variety of formats ranging from 1.4 to 6.9 grams per piece, and products can be differentiated by the consumers’ intent to form bubbles or the sugar/sugarless dichotomy.
|
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+
|
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+
Chewing gum typically comes in three formats: tablets, coated pellets, and sticks/ slabs. Bubble gum typically come in three formats as well: tablets, hollow balls, and cubes or chunks. Stick, slab, and tab gums typically come in packs of about five to 17 sticks or more, and their medium size allows for softer texture. Pellet gums, or dragée gums, are pillow shaped pieces that are almost always coated. Packaging of pellet gums can vary from boxes to bottles to blister packs. The coating of pellet gum allows for the opportunity for multiple flavor sensations, since coating is done in a layering process and different flavor attributes can be added to various layers. Cube or chunk gums, which are typically intended for bubble blowing, are called cut and wrap gums as they are typically severed from continuous strands of extruded gum and packaged directly.[28][29]
|
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+
|
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+
Chewing gum is rather shelf stable because of its non-reactive nature and low moisture content. The water activity of chewing gum ranges from 0.40 to 0.65.[30] The moisture content of chewing gum ranges from three to six percent.[30] In fact, chewing gum retains its quality for so long that, in most countries, it is not required by law to be labeled with an expiration date.[31] If chewing gum remains in a stable environment, over time the gum may become brittle or lose some of its flavor, but it will never be unsafe to eat.[31] If chewing gum is exposed to moisture, over time water migration may occur, making the gum soggy. In lollipops with a gum center, water migration can lead to the end of the product's shelf life, causing the exterior hard candy shell to soften and the interior gum center to harden.
|
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+
|
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+
The physical and chemical properties of chewing gum impact all aspects of this product, from manufacturing to sensory perception during mastication.
|
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+
|
96 |
+
The polymers that make up the main component of chewing gum base are hydrophobic.[2] This property is essential because it allows for retention of physical properties throughout the mastication process. Because the polymers of gum repel water, the water-based saliva system in a consumer's mouth will dissolve the sugars and flavorings in chewing gum, but not the gum base itself. This allows for gum to be chewed for a long period of time without breaking down in the mouth like conventional foods. Chewing gum can be classified as a product containing a liquid phase and a crystalline phase, providing gum with its characteristic balance of plastic and elastic properties.[1]
|
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+
|
98 |
+
While hydrophobic polymers beneficially repel water and contribute to chewiness, they also detrimentally attract oil. The stickiness of gum results from this hydrophobic nature, as gum can form bonds and stick when it makes contact with oily surfaces[2] such as sidewalks, skin, hair, or the sole of one's shoe. To make matters worse, unsticking the gum is a challenge because the long polymers of the gum base stretch, rather than break. The sticky characteristic of gum may be problematic during processing if the gum sticks to any machinery or packaging materials during processing, impeding the flow of product. Aside from ensuring that the machinery is free from lipid-based residues, this issue can be combatted by the conditioning and coating of gum toward the end of the process. By adding either a powder or a coating to the exterior of the gum product, the hydrophobic gum base binds to the added substance instead of various surfaces with which it may come in contact.
|
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+
|
100 |
+
Bubblegum bubbles are formed when the tension and elasticity of gum polymers acts against the constant and equally dispersed pressure of air being directed into the gum bolus. Bubble gum bubbles are circular because pressure from the focused air being directed into the bolus acts equally on all of the interior surfaces of the gum cud, uniformly pushing outward on all surfaces as the polymers extend. As the bubble expands, the polymers of the gum base stretch and the surface of the bubble begins to thin. When the force of the air being blown into the bubble exceeds the force that the polymers can withstand, the polymers overextend and the bubble pops. Due to the elastic attributes of chewing gum, the deflated bubble recoils and the wad of gum is ready to continue being chewed.[2]
|
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|
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+
Gum bases with higher molecular weights are typically used in gums intended to meet bubble-forming expectations. Higher molecular weight gum bases include longer polymers that are able to stretch further, and thus are able to form larger bubbles that retain their shape for a longer time.[2]
|
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+
|
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+
Flavor delivery is extended throughout the mastication process by timed release of different flavor components due to the physical-chemical properties of many of chewing gum's ingredients. Entropy is a key player in the process of flavor delivery; because some gum components are more soluble in saliva than gum base and because over time flavor components desire to increase their entropy by becoming dispersed in the less ordered system of the mouth than in the more ordered system of the gum bolus, flavor delivery occurs. During the first three to four minutes of the chew, bulking agents such as sugar or sorbitol and maltitol have the highest solubility and, therefore, are chewed out first. As these components dissolve in the consumers’ saliva and slide down the esophagus, they are no longer retained in the gum base or perceived by the chewer. During the next phase of the chew in the four to six minute range, intense sweeteners and some acids are dissolved and chewed out. These components last slightly longer than the bulking agents because they have a slightly lower solubility. Next, encapsulated flavors are released during either 10-15 minute into the chew or after 30–45 minutes. Encapsulated flavors remain incorporated in the gum base longer because the molecules that they are encapsulated in are more easily held within the gum matrix. Finally, during the last phase of the chew, softeners such as corn syrup and glycerin and other textural modifiers are dissolved, resulting in a firming up of the gum and the end of the chew.[22]
|
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+
|
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+
Studies have shown that gum flavor is perceived better in the presence of sweetener.[32] Companies have started to create chemical systems in gum so that the sweetener and flavor release together in a controlled manner during chewing.[33]
|
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+
|
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+
A cooling sensation is achieved through the chemical phenomenon of the negative enthalpy of dissolution that occurs with bulk sweeteners, such as the sugar alcohols. The enthalpy of dissolution refers to the overall amount of heat that is absorbed or released in the dissolving process. Because the bulk sweeteners absorb heat as they dissolve and have a negative enthalpy, they yield a cooling sensation as they are dissolved in a consumer's saliva.[1][19]
|
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|
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+
A review about the cognitive advantages of chewing gum by Onyper et al. (2011) found strong evidence of improvement for the following cognitive domains: working memory, episodic memory and speed of perception. However the improvements were only evident when chewing took place prior to cognitive testing. The precise mechanism by which gum chewing improves cognitive functioning is however not well understood.
|
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+
The researchers did also note that chewing-induced arousal could be masked by the distracting nature of chewing itself, which they named "dual-process theory", which in turn could explain some of the contradictory findings by previous studies. They also noticed the similarity between mild physical exercise such as pedaling a stationary bike and chewing gum. It has been demonstrated that mild physical exercise leads to little cognitive impairment during the physical task accompanied by enhanced cognitive functioning afterwards. Furthermore, the researchers noted that no improvement could be found for verbal fluency, which is in accordance with previous studies. This finding suggests that the effect of chewing gum is domain specific. The cognitive improvements after a period of chewing gum have been demonstrated to last for 15–20 minutes and decline afterwards.[34][qualify evidence]
|
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+
|
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+
Sugar-free gum sweetened with xylitol has been shown to reduce cavities and plaque.[35][better source needed] The sweetener sorbitol has the same benefit, but is only about one-third as effective as xylitol.[35] Other sugar substitutes, such as maltitol, aspartame and acesulfame K, have also been found to not cause tooth decay.[17][36] Xylitol is specific in its inhibition of Streptococcus mutans, bacteria that are significant contributors to tooth decay.[37] Xylitol inhibits Streptococcus mutans in the presence of other sugars, with the exception of fructose.[38] Xylitol is a safe sweetener that benefits teeth and saliva production because, unlike most sugars, it is not fermented to acid.[17] Daily doses of xylitol below 3.44 grams are ineffective and doses above 10.32 grams show no additional benefit.[37] Other active ingredients in chewing gum include fluoride, which strengthens tooth enamel, and p-chlorbenzyl-4-methylbenzylpiperazine, which prevents travel sickness. Chewing gum also increases saliva production.[17]
|
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|
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+
Food and sucrose have a demineralizing effect upon enamel that has been reduced by adding calcium lactate to food.[39] Calcium lactate added to toothpaste has reduced calculus formation.[40] One study has shown that calcium lactate enhances enamel remineralization when added to xylitol-containing gum,[41] but another study showed no additional remineralization benefit from calcium lactate or other calcium compounds in chewing-gum.[42]
|
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|
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+
Other studies[43] indicated that the caries preventive effect of chewing sugar-free gum is related to the chewing process itself rather than being an effect of gum sweeteners or additives, such as polyols and carbamide. A study investigated the in situ effect of casein phosphopeptide–amorphous calcium phosphate (CPP–ACP) found that its incorporation into a sugar-free gum increases the remineralization / protection of eroded enamel surface significantly.[44]
|
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+
|
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Gum chewing is regarded as a helpful way to cure halitosis (bad breath). Chewing gum not only helps to add freshness to breath but can aid in removing food particles and bacteria associated with bad breath from teeth. It does this by stimulating saliva, which essentially washes out the mouth. Chewing sugar-free gum for 20 minutes after a meal helps prevent tooth decay, according to the American Dental Association, because the act of chewing the sugar-free gum produces saliva to wash away bacteria, which protects teeth.[45] Chewing gum after a meal replaces brushing and flossing, if that's not possible, to prevent tooth decay and increase saliva production.[46] Chewing gum can also help with the lack of saliva or xerostomia since it naturally stimulates saliva production.[17] Saliva is made of chemicals, such as organic molecules, inorganic ions and macromolecules. 0.5% of saliva deals with dental health, since tooth enamel is made of calcium phosphate, those inorganic ions in saliva help repair the teeth and keep them in good condition. The pH of saliva is neutral, which having a pH of 7 allows it to remineralize tooth enamel. Falling below a pH of 5.5 (which is acidic) causes the saliva to demineralize the teeth.[17]
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Masumoto et al. looked at the effects of chewing gum after meals following an orthodontic procedure, to see if chewing exercises caused subjects pain or discomfort, or helped maintain a large occlusal contact area. 35 adult volunteers chewed gum for 10 to 15 minutes before or after three meals each day for 4 weeks. 90% of those questioned said that the gum felt "quite hard", and half reported no discomfort.[47][qualify evidence]
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Several randomized controlled studies have investigated the use of chewing gum in reducing the duration of post-operative ileus following abdominal and specifically gastrointestinal surgery. A systematic review of these suggests gum chewing, as a form of "sham feeding", is a useful treatment therapy in open abdominal or pelvic surgery, although the benefit is less clear when laparoscopic surgical techniques are used.[48]
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Chewing gum after a colon surgery helps the patient recover sooner. If the patient chews gum for fifteen minutes for at least four times per day, it will reduce their recovery time by a day and a half.[49] The average patient took 0.66 fewer days to pass gas and 1.10 fewer days to have a bowel movement.[50] Saliva flow and production is stimulated when gum is chewed. Gum also gets digestive juices flowing and is considered "sham feeding".[50] Sham feeding is the role of the central nervous system in the regulation of gastric secretion.
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Chewing gum is used as a novel approach for the treatment of gastroesophageal reflux disease (GERD). One hypothesis is that chewing gum stimulates the production of more bicarbonate-containing saliva and increases the rate of swallowing. After the saliva is swallowed, it neutralizes acid in the esophagus. In effect, chewing gum exaggerates one of the normal processes that neutralize acid in the esophagus.[citation needed] However, chewing gum is sometimes considered to contribute to the development of stomach ulcers. It stimulates the stomach to secrete acid and the pancreas to produce digestive enzymes that aren't required.[citation needed] In some cases, when consuming large quantities of gum containing sorbitol, gas and/or diarrhea may occur.[citation needed]
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Controversy arises as to health concerns surrounding the questionable classification of gum as food, particularly in regard to some alternative uses for gum base ingredients. According to the U.S. Food and Drug Administration (FDA), chewing gum is considered a food, as the term “food” means “a raw, cooked, or processed edible substance, ice, beverage, or ingredient used or intended for use or for sale in whole or in part for human consumption, or chewing gum”.[51] Chewing gum is defined as a food of minimal nutritional value.[52] However, many of the ingredients in gum base have uses in inedible products, which raises concern in some consumers. Polyethylene, one of the most popular components of gum base, belongs to a common group of plastics and is used in products from plastic bags to hula hoops. Polyvinyl acetate is a sticky polymer found in white glue. Butyl rubber is typically used in caulking and the lining of car tires, in addition to its role in gum base. Paraffin wax is a byproduct of refined petroleum.[53]
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Concern has arisen about the possible carcinogenicity of the vinyl acetate (acetic acid ethenyl ester) used by some manufacturers in their gum bases. Currently, the ingredient can be hidden in the catch-all term "gum base". The Canadian government at one point classified the ingredient as a "potentially high hazard substance."[54] However, on January 31, 2010, the Government of Canada's final assessment concluded that exposure to vinyl acetate is not considered to be harmful to human health.[55] This decision under the Canadian Environmental Protection Act (CEPA) was based on new information received during the public comment period, as well as more recent information from the risk assessment conducted by the European Union.
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Various myths hold that swallowed gum will remain in a human's stomach for up to seven years, as it is not digestible. According to several medical opinions, there seems to be little truth behind the tale. In most cases, swallowed gum will pass through the system as quickly as any other food.[56]
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There have been cases where swallowing gum has resulted in complications in young children requiring medical attention. A 1998 paper describes a four-year-old boy being referred with a two-year history of constipation. The boy was found to have "always swallowed his gum after chewing five to seven pieces each day", being given the gum as a reward for good behavior, and the build-up resulted in a solid mass which could not leave the body.[57] A 1½-year-old girl required medical attention when she swallowed her gum and four coins, which got stuck together in her esophagus.[56][57] A bezoar is formed in the stomach when food or other foreign objects stick to gum and build up, causing intestinal blockage.[58] As long as the mass of gum is small enough to pass out of the stomach, it will likely pass out of the body easily,[59] but it is recommended that gum not be swallowed or given to young children who do not understand not to swallow it.[57]
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Adults have choked to death on chewing gum in rare cases. A 2012 report describes a 42-year-old woman who fell on the stairs while chewing gum. Due to the impact, the gum fell into the pharynx and was inhaled into the larynx, causing complete blockage and resulting in the woman's death by asphyxiation.[60]
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Chewing gum is not water-soluble and unlike other confectionery is not fully consumed. There has been much effort at public education and investment aimed at encouraging responsible disposal. Despite this it is commonly found stuck underneath benches, tables, handrails and escalators. It is extremely difficult and expensive to remove once "walked in" and dried. Gum bonds strongly to asphalt and rubber shoe soles because they are all made from polymeric hydrocarbons. It also bonds strongly with concrete paving. Removal is generally achieved by steam jet and scraper but the process is slow and labour-intensive.
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Most external urban areas with high pedestrian traffic show high incidence of casual chewing gum discard. In 2000 a study on Oxford Street, one of London's busiest shopping streets, showed that a quarter of a million black or white blobs of chewing gum were stuck to its pavement.[17] Gum removal from city streets, or even famous landmarks, can be a costly effort; in Rome, 15,000 pieces of chewed gum are discarded on a daily basis and the removal of each piece costs the city one euro.[61] However, likely as a consequence of Singapore's ban, Singapore's pavements are, perhaps uniquely amongst modern cities, free of gum.
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Various teams of researchers have developed gum that is less adhesive and degrades within days or weeks.[62][63] One example, Rev7 Gum, was briefly for sale from 2010 to 2012.
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Many schools do not allow chewing gum because students often dispose of it inappropriately (leaving it under desks and chairs, behind vending machines, etc.). The chewing may also pose a distraction to class, and the gum might carry diseases or bacteria from other students.[64]
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The Singapore government outlawed chewing gum in 1992 citing the danger of discarded gum being wedged in the sliding doors of underground trains and general cleanliness. However, in 2004 the government allowed sugarless gum to be sold in pharmacies if a doctor or dentist prescribed it due to the Singapore–United States Free Trade Agreement.[65]
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In 2018, the BBC published a news article on British designer Anna Bullus, who created a method of collecting and recycling chewing gum into plastic, noting that litter from chewing gum is the second most common form of litter, second only to cigarette litter. She uses a Worcester recycling plant to make old chewing gum into plastic. She then uses that plastic at a plastic moulding specialist, Amber Valley, in Leicester to make plastic objects. Known objects made are collection containers for more chewing gum, shoe soles, rubber boots, and plastic cups.[66] Her company advertises itself as the "first company in the world to recycle and process chewing gum into a range of new compounds that can be used in the rubber and plastics industry". The company is called Gum-tec, and the collection containers are dubbed "gumdrops". Advertised products on the website are pencils, coffee mugs, guitar picks, a "bicycle spoke", rulers, sports cones, frisbees, boomerangs, door stops, "meal mates", lunch-boxes, and combs.[67]
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1 |
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Chicago (/ʃɪˈkɑːɡoʊ/ (listen), locally also /ʃɪˈkɔːɡoʊ/), officially the City of Chicago, is the most populous city in the U.S. state of Illinois, and the third-most-populous city in the United States. With an estimated population of 2,693,976 in 2019, it is also the most populous city in the Midwestern United States. Chicago is the county seat of Cook County, the second-most-populous county in the US, with a small portion of the northwest side of the city extending into DuPage County near O'Hare Airport. Chicago is the principal city of the Chicago metropolitan area, often referred to as Chicagoland. At nearly 10 million people, the metropolitan area is the third most populous in the United States.
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Located on the shores of freshwater Lake Michigan, Chicago was incorporated as a city in 1837 near a portage between the Great Lakes and the Mississippi River watershed and grew rapidly in the mid-19th century.[8] After the Great Chicago Fire of 1871, which destroyed several square miles and left more than 100,000 homeless, the city made a concerted effort to rebuild.[9] The construction boom accelerated population growth throughout the following decades, and by 1900, less than 30 years after the great fire, Chicago was the fifth-largest city in the world.[10] Chicago made noted contributions to urban planning and zoning standards, including new construction styles (including the Chicago School of architecture), the development of the City Beautiful Movement, and the steel-framed skyscraper.[11][12]
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Chicago is an international hub for finance, culture, commerce, industry, education, technology, telecommunications, and transportation. It is the site of the creation of the first standardized futures contracts, issued by the Chicago Board of Trade, which today is part of the largest and most diverse derivatives market in the world, generating 20% of all volume in commodities and financial futures alone.[13] Depending on the particular year, the city's O'Hare International Airport is routinely ranked as the world's fifth or sixth busiest airport according to tracked data by the Airports Council International.[14] The region also has the largest number of federal highways and is the nation's railroad hub.[15] Chicago was listed as an alpha global city by the Globalization and World Cities Research Network,[16] and it ranked seventh in the entire world in the 2017 Global Cities Index.[17] The Chicago area has one of the highest gross domestic products (GDP) in the world, generating $689 billion in 2018.[18] In addition, the city has one of the world's most diversified and balanced economies, with no single industry employing more than 14% of the workforce.[19] Chicago is home to several Fortune 500 companies, including Allstate, Boeing, Caterpillar, Exelon, Kraft Heinz, McDonald's, Mondelez International, Sears, United Airlines Holdings, US Foods, and Walgreens.
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Chicago's 58 million domestic and international visitors in 2018 made it the second most visited city in the nation, as compared with New York City's 65 million visitors in 2018.[20][21] The city was ranked first in the 2018 Time Out City Life Index, a global quality of life survey of 15,000 people in 32 cities.[22][23][24][25][26] Landmarks in the city include Millennium Park, Navy Pier, the Magnificent Mile, the Art Institute of Chicago, Museum Campus, the Willis (Sears) Tower, Grant Park, the Museum of Science and Industry, and Lincoln Park Zoo. Chicago's culture includes the visual arts, literature, film, theatre, comedy (especially improvisational comedy), food, and music, particularly jazz, blues, soul, hip-hop, gospel,[27] and electronic dance music including house music. Of the area's many colleges and universities, the University of Chicago, Northwestern University, and the University of Illinois at Chicago are classified as "highest research" doctoral universities. Chicago has professional sports teams in each of the major professional leagues, including two Major League Baseball teams.
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The name "Chicago" is derived from a French rendering of the indigenous Miami-Illinois word shikaakwa for a wild relative of the onion; it is known to botanists as Allium tricoccum and known more commonly as "ramps". The first known reference to the site of the current city of Chicago as "Checagou" was by Robert de LaSalle around 1679 in a memoir.[28] Henri Joutel, in his journal of 1688, noted that the eponymous wild "garlic" grew abundantly in the area.[29] According to his diary of late September 1687:
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... when we arrived at the said place called "Chicagou" which, according to what we were able to learn of it, has taken this name because of the quantity of garlic which grows in the forests in this region.[29]
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The city has had several nicknames throughout its history, such as the Windy City, Chi-Town, Second City, and City of the Big Shoulders.[30]
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In the mid-18th century, the area was inhabited by the Potawatomi, a Native American tribe who had succeeded the Miami and Sauk and Fox peoples in this region.[31]
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The first known non-indigenous permanent settler in Chicago was explorer Jean Baptiste Point du Sable. Du Sable was of African and French descent and arrived in the 1780s.[32][33][34] He is commonly known as the "Founder of Chicago".
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In 1795, following the victory of the new United States in the Northwest Indian War, an area that was to be part of Chicago was turned over to the US for a military post by native tribes in accordance with the Treaty of Greenville. In 1803, the United States Army built Fort Dearborn. This was destroyed in 1812 in the Battle of Fort Dearborn by the British and their native allies. It was later rebuilt.[35]
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After the War of 1812, the Ottawa, Ojibwe, and Potawatomi tribes ceded additional land to the United States in the 1816 Treaty of St. Louis. The Potawatomi were forcibly removed from their land after the Treaty of Chicago in 1833 and sent west of the Mississippi River during Indian Removal.[36][37][38]
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On August 12, 1833, the Town of Chicago was organized with a population of about 200.[38] Within seven years it grew to more than 6,000 people. On June 15, 1835, the first public land sales began with Edmund Dick Taylor as U.S. Senator of Public Monies. The City of Chicago was incorporated on Saturday, March 4, 1837,[39] and for several decades was the world's fastest-growing city.[40]
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As the site of the Chicago Portage,[41] the city became an important transportation hub between the eastern and western United States. Chicago's first railway, Galena and Chicago Union Railroad, and the Illinois and Michigan Canal opened in 1848. The canal allowed steamboats and sailing ships on the Great Lakes to connect to the Mississippi River.[42][43][44][45]
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A flourishing economy brought residents from rural communities and immigrants from abroad. Manufacturing and retail and finance sectors became dominant, influencing the American economy.[46] The Chicago Board of Trade (established 1848) listed the first-ever standardized "exchange-traded" forward contracts, which were called futures contracts.[47]
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In the 1850s, Chicago gained national political prominence as the home of Senator Stephen Douglas, the champion of the Kansas–Nebraska Act and the "popular sovereignty" approach to the issue of the spread of slavery.[48] These issues also helped propel another Illinoisan, Abraham Lincoln, to the national stage. Lincoln was nominated in Chicago for US president at the 1860 Republican National Convention, which was held in Chicago in a temporary building called the Wigwam. He defeated Douglas in the general election, and this set the stage for the American Civil War.
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To accommodate rapid population growth and demand for better sanitation, the city improved its infrastructure. In February 1856, Chicago's Common Council approved Chesbrough's plan to build the United States' first comprehensive sewerage system.[49] The project raised much of central Chicago to a new grade. While elevating Chicago, and at first improving the city's health, the untreated sewage and industrial waste now flowed into the Chicago River, and subsequently into Lake Michigan, polluting the city's primary freshwater source.
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The city responded by tunneling two miles (3.2 km) out into Lake Michigan to newly built water cribs. In 1900, the problem of sewage contamination was largely resolved when the city completed a major engineering feat. It reversed the flow of the Chicago River so that the water flowed away from Lake Michigan rather than into it. This project began with the construction and improvement of the Illinois and Michigan Canal, and was completed with the Chicago Sanitary and Ship Canal that connects to the Illinois River, which flows into the Mississippi River.[50][51][52]
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In 1871, the Great Chicago Fire destroyed an area about 4 miles (6.4 km) long and 1-mile (1.6 km) wide, a large section of the city at the time.[53][54][55] Much of the city, including railroads and stockyards, survived intact,[56] and from the ruins of the previous wooden structures arose more modern constructions of steel and stone. These set a precedent for worldwide construction.[57][58] During its rebuilding period, Chicago constructed the world's first skyscraper in 1885, using steel-skeleton construction.[59][60]
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The city has grown significantly in size and population by incorporating many neighboring townships between 1851 and 1920, with the largest annexation happening in 1889, with five townships joining the city, including the Hyde Park Township, which now comprises most of the South Side of Chicago and the far southeast of Chicago, and the Jefferson Township, which now makes up most of Chicago's Northwest Side.[61] The desire to join the city was driven by municipal services that the city could provide its residents.
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Chicago's flourishing economy attracted huge numbers of new immigrants from Europe and migrants from the Eastern United States. Of the total population in 1900, more than 77% were either foreign-born or born in the United States of foreign parentage. Germans, Irish, Poles, Swedes and Czechs made up nearly two-thirds of the foreign-born population (by 1900, whites were 98.1% of the city's population).[62][63]
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Labor conflicts followed the industrial boom and the rapid expansion of the labor pool, including the Haymarket affair on May 4, 1886, and in 1894 the Pullman Strike. Anarchist and socialist groups played prominent roles in creating very large and highly organized labor actions. Concern for social problems among Chicago's immigrant poor led Jane Addams and Ellen Gates Starr to found Hull House in 1889.[64] Programs that were developed there became a model for the new field of social work.[65]
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During the 1870s and 1880s, Chicago attained national stature as the leader in the movement to improve public health. City, and later, state laws that upgraded standards for the medical profession and fought urban epidemics of cholera, smallpox, and yellow fever were both passed and enforced. These laws became templates for public health reform in other cities and states.[66]
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The city established many large, well-landscaped municipal parks, which also included public sanitation facilities. The chief advocate for improving public health in Chicago was Dr. John H. Rauch, M.D. Rauch established a plan for Chicago's park system in 1866. He created Lincoln Park by closing a cemetery filled with shallow graves, and in 1867, in response to an outbreak of cholera he helped establish a new Chicago Board of Health. Ten years later, he became the secretary and then the president of the first Illinois State Board of Health, which carried out most of its activities in Chicago.[67]
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In the 1800s, Chicago became the nation's railroad hub, and by 1910 over 20 railroads operated passenger service out of six different downtown terminals.[68][69] In 1883, Chicago's railway managers needed a general time convention, so they developed the standardized system of North American time zones.[70] This system for telling time spread throughout the continent.
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In 1893, Chicago hosted the World's Columbian Exposition on former marshland at the present location of Jackson Park. The Exposition drew 27.5 million visitors, and is considered the most influential world's fair in history.[71][72] The University of Chicago, formerly at another location, moved to the same South Side location in 1892. The term "midway" for a fair or carnival referred originally to the Midway Plaisance, a strip of park land that still runs through the University of Chicago campus and connects the Washington and Jackson Parks.[73][74]
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During World War I and the 1920s there was a major expansion in industry. The availability of jobs attracted African Americans from the Southern United States. Between 1910 and 1930, the African American population of Chicago increased dramatically, from 44,103 to 233,903.[75] This Great Migration had an immense cultural impact, called the Chicago Black Renaissance, part of the New Negro Movement, in art, literature, and music.[76] Continuing racial tensions and violence, such as the Chicago Race Riot of 1919, also occurred.[77]
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The ratification of the 18th amendment to the Constitution in 1919 made the production and sale (including exportation) of alcoholic beverages illegal in the United States. This ushered in the beginning of what is known as the Gangster Era, a time that roughly spans from 1919 until 1933 when Prohibition was repealed. The 1920s saw gangsters, including Al Capone, Dion O'Banion, Bugs Moran and Tony Accardo battle law enforcement and each other on the streets of Chicago during the Prohibition era.[78] Chicago was the location of the infamous St. Valentine's Day Massacre in 1929, when Al Capone sent men to gun down members of a rival gang, North Side, led by Bugs Moran.[79]
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Chicago was the first American city to have a homosexual-rights organization. The organization, formed in 1924, was called the Society for Human Rights. It produced the first American publication for homosexuals, Friendship and Freedom. Police and political pressure caused the organization to disband.[80]
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The Great Depression brought unprecedented suffering to Chicago, in no small part due to the city's heavy reliance on heavy industry. Notably, industrial areas on the south side and neighborhoods lining both branches of the Chicago River were devastated; by 1933 over 50% of industrial jobs in the city had been lost, and unemployment rates amongst blacks and Mexicans in the city were over 40%. The Republican political machine in Chicago was utterly destroyed by the economic crisis, and every mayor since 1931 has been a Democrat. From 1928 to 1933, the city witnessed a tax revolt, and the city was unable to meet payroll or provide relief efforts. Unemployed workers, relief recipients, and unpaid schoolteachers held huge demonstrations during the early years of the Great Depression. The fiscal crisis was resolved by 1933, and at the same time, federal relief funding began to flow into Chicago and enabled the city to complete construction of Lake Shore Drive, landscape numerous parks, construct 30 new schools, and build a thoroughly modernized State Street Subway.[81] Chicago was also a hotbed of labor activism, with Unemployed Councils contributing heavily in the early depression to create solidarity for the poor and demand relief, these organizations were created by socialist and communist groups. By 1935 the Workers Alliance of America begun organizing the poor, workers, the unemployed. In the spring of 1937 Republic Steel Works witnessed the Memorial Day massacre of 1937 in the neighborhood of East Side.
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In 1933, Chicago Mayor Anton Cermak was fatally wounded in Miami, Florida, during a failed assassination attempt on President-elect Franklin D. Roosevelt. In 1933 and 1934, the city celebrated its centennial by hosting the Century of Progress International Exposition World's Fair.[82] The theme of the fair was technological innovation over the century since Chicago's founding.[83]
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When general prosperity returned in 1940, Chicago had an entrenched Democratic machine, a fully solvent city government, and a population that had enthusiastically shared mass culture and mass movements. Over one-third of the workers in Chicago's manufacturing sector were unionized.[81] During World War II, the city of Chicago alone produced more steel than the United Kingdom every year from 1939 - 1945, and more than Nazi Germany from 1943 - 1945. The city's diversified industrial base made it second only to Detroit in the value—$24 billion—of war goods produced. Over 1,400 companies produced everything from field rations to parachutes to torpedoes, while new aircraft plants employed 100,000 in the construction of engines, aluminum sheeting, bombsights, and other components. The Great Migration, which had been on pause due to the Depression, resumed at an even faster pace in the second wave, as hundreds of thousands of blacks from the South arrived in the city to work in the steel mills, railroads, and shipping yards.[84]
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On December 2, 1942, physicist Enrico Fermi conducted the world's first controlled nuclear reaction at the University of Chicago as part of the top-secret Manhattan Project. This led to the creation of the atomic bomb by the United States, which it used in World War II in 1945.[85]
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Mayor Richard J. Daley, a Democrat, was elected in 1955, in the era of machine politics. In 1956, the city conducted its last major expansion when it annexed the land under O'Hare airport, including a small portion of DuPage County.
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By the 1960s, white residents in several neighborhoods left the city for the suburban areas – in many American cities, a process known as white flight – as Blacks continued to move beyond the Black Belt.
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While home loan discriminatory redlining against blacks continued, the real estate industry practiced what became known as blockbusting, completely changing the racial composition of whole neighborhoods.[86] Structural changes in industry, such as globalization and job outsourcing, caused heavy job losses for lower-skilled workers. At its peak during the 1960s, some 250,000 workers were employed in the steel industry in Chicago, but the steel crisis of the 1970s and 1980s reduced this number to just 28,000 in 2015. In 1966, Martin Luther King Jr. and Albert Raby led the Chicago Freedom Movement, which culminated in agreements between Mayor Richard J. Daley and the movement leaders.[87]
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Two years later, the city hosted the tumultuous 1968 Democratic National Convention, which featured physical confrontations both inside and outside the convention hall, with anti-war protesters, journalists and bystanders being beaten by police.[88] Major construction projects, including the Sears Tower (now known as the Willis Tower, which in 1974 became the world's tallest building), University of Illinois at Chicago, McCormick Place, and O'Hare International Airport, were undertaken during Richard J. Daley's tenure.[89] In 1979, Jane Byrne, the city's first female mayor, was elected. She was notable for temporarily moving into the crime-ridden Cabrini-Green housing project and for leading Chicago's school system out of a financial crisis.[90]
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In 1983, Harold Washington became the first black mayor of Chicago. Washington's first term in office directed attention to poor and previously neglected minority neighborhoods. He was re‑elected in 1987 but died of a heart attack soon after.[91] Washington was succeeded by 6th ward Alderman Eugene Sawyer, who was elected by the Chicago City Council and served until a special election.
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Richard M. Daley, son of Richard J. Daley, was elected in 1989. His accomplishments included improvements to parks and creating incentives for sustainable development, as well as closing Meigs Field in the middle of the night and destroying the runways. After successfully running for re-election five times, and becoming Chicago's longest-serving mayor, Richard M. Daley declined to run for a seventh term.[92][93]
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In 1992, a construction accident near the Kinzie Street Bridge produced a breach connecting the Chicago River to a tunnel below, which was part of an abandoned freight tunnel system extending throughout the downtown Loop district. The tunnels filled with 250 million US gallons (1,000,000 m3) of water, affecting buildings throughout the district and forcing a shutdown of electrical power.[94] The area was shut down for three days and some buildings did not reopen for weeks; losses were estimated at $1.95 billion.[94]
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On February 23, 2011, former Illinois Congressman and White House Chief of Staff Rahm Emanuel won the mayoral election.[95] Emanuel was sworn in as mayor on May 16, 2011, and won re-election in 2015.[96] Lori Lightfoot, the city's first African American woman mayor and its first openly LGBTQ Mayor, was elected to succeed Emanuel as mayor in 2019.[97] All three city-wide elective offices were held by women for the first time in Chicago history: in addition to Lightfoot, the City Clerk was Anna Valencia and City Treasurer, Melissa Conyears-Ervin.[98]
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Chicago is located in northeastern Illinois on the southwestern shores of freshwater Lake Michigan. It is the principal city in the Chicago metropolitan area, situated in both the Midwestern United States and the Great Lakes region. The city rests on a continental divide at the site of the Chicago Portage, connecting the Mississippi River and the Great Lakes watersheds. In addition to it lying beside Lake Michigan, two rivers—the Chicago River in downtown and the Calumet River in the industrial far South Side—flow either entirely or partially through the city.[99][100]
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Chicago's history and economy are closely tied to its proximity to Lake Michigan. While the Chicago River historically handled much of the region's waterborne cargo, today's huge lake freighters use the city's Lake Calumet Harbor on the South Side. The lake also provides another positive effect: moderating Chicago's climate, making waterfront neighborhoods slightly warmer in winter and cooler in summer.[101]
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When Chicago was founded in 1837, most of the early building was around the mouth of the Chicago River, as can be seen on a map of the city's original 58 blocks.[102] 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. The average land elevation is 579 ft (176.5 m) above sea level. While measurements vary somewhat,[103] the lowest points are along the lake shore at 578 ft (176.2 m), while the highest point, at 672 ft (205 m), is the morainal ridge of Blue Island in the city's far south side.[104]
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While the Chicago Loop is the central business district, Chicago is also a city of neighborhoods. Lake Shore Drive runs adjacent to a large portion of Chicago's waterfront. Some of the parks along the waterfront include Lincoln Park, Grant Park, Burnham Park, and Jackson Park. There are 24 public beaches across 26 miles (42 km) of the waterfront.[105] Landfill extends into portions of the lake providing space for Navy Pier, Northerly Island, the Museum Campus, and large portions of the McCormick Place Convention Center. Most of the city's high-rise commercial and residential buildings are close to the waterfront.
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An informal name for the entire Chicago metropolitan area is "Chicagoland", which generally means the city and all its suburbs. The Chicago Tribune, which coined the term, includes the city of Chicago, the rest of Cook County, and eight nearby Illinois counties: Lake, McHenry, DuPage, Kane, Kendall, Grundy, Will and Kankakee, and three counties in Indiana: Lake, Porter and LaPorte.[106] The Illinois Department of Tourism defines Chicagoland as Cook County without the city of Chicago, and only Lake, DuPage, Kane, and Will counties.[107] The Chicagoland Chamber of Commerce defines it as all of Cook and DuPage, Kane, Lake, McHenry, and Will counties.[108]
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Major sections of the city include the central business district, called The Loop, and the North, South, and West Sides.[109] The three sides of the city are represented on the Flag of Chicago by three horizontal white stripes.[110] The North Side is the most-densely-populated residential section of the city, and many high-rises are located on this side of the city along the lakefront.[111] The South Side is the largest section of the city, encompassing roughly 60% of the city's land area. The South Side contains most of the facilities of the Port of Chicago.[112]
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In the late-1920s, sociologists at the University of Chicago subdivided the city into 77 distinct community areas, which can further be subdivided into over 200 informally defined neighborhoods.[113][114]
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Chicago's streets were laid out in a street grid that grew from the city's original townsite plot, which was bounded by Lake Michigan on the east, North Avenue on the north, Wood Street on the west, and 22nd Street on the south.[115] Streets following the Public Land Survey System section lines later became arterial streets in outlying sections. As new additions to the city were platted, city ordinance required them to be laid out with eight streets to the mile in one direction and sixteen in the other direction (about one street per 200 meters in one direction and one street per 100 meters in the other direction). The grid's regularity provided an efficient means of developing new real estate property. A scattering of diagonal streets, many of them originally Native American trails, also cross the city (Elston, Milwaukee, Ogden, Lincoln, etc.). Many additional diagonal streets were recommended in the Plan of Chicago, but only the extension of Ogden Avenue was ever constructed.[116]
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In 2016, Chicago was ranked the sixth-most walkable large city in the United States.[117] Many of the city's residential streets have a wide patch of grass and/or trees between the street and the sidewalk itself. This helps to keep pedestrians on the sidewalk further away from the street traffic. Chicago's Western Avenue is the longest continuous urban street in the world.[118] Other notable streets include Michigan Avenue, State Street, Oak, Rush, Clark Street, and Belmont Avenue. The City Beautiful movement inspired Chicago's boulevards and parkways.[119]
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The destruction caused by the Great Chicago Fire led to the largest building boom in the history of the nation. In 1885, the first steel-framed high-rise building, the Home Insurance Building, rose in the city as Chicago ushered in the skyscraper era,[60] which would then be followed by many other cities around the world.[120] Today, Chicago's skyline is among the world's tallest and densest.[121]
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Some of the United States' tallest towers are located in Chicago; Willis Tower (formerly Sears Tower) is the second tallest building in the Western Hemisphere after One World Trade Center, and Trump International Hotel and Tower is the third tallest in the country.[122] The Loop's historic buildings include the Chicago Board of Trade Building, the Fine Arts Building, 35 East Wacker, and the Chicago Building, 860-880 Lake Shore Drive Apartments by Mies van der Rohe. Many other architects have left their impression on the Chicago skyline such as Daniel Burnham, Louis Sullivan, Charles B. Atwood, John Root, and Helmut Jahn.[123][124]
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The Merchandise Mart, once first on the list of largest buildings in the world, currently listed as 44th-largest (as of 9 September 2013[update]), had its own zip code until 2008, and stands near the junction of the North and South branches of the Chicago River.[125] Presently, the four tallest buildings in the city are Willis Tower (formerly the Sears Tower, also a building with its own zip code), Trump International Hotel and Tower, the Aon Center (previously the Standard Oil Building), and the John Hancock Center. Industrial districts, such as some areas on the South Side, the areas along the Chicago Sanitary and Ship Canal, and the Northwest Indiana area are clustered.[126]
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Chicago gave its name to the Chicago School and was home to the Prairie School, two movements in architecture.[127] Multiple kinds and scales of houses, townhouses, condominiums, and apartment buildings can be found throughout Chicago. Large swaths of the city's residential areas away from the lake are characterized by brick bungalows built from the early 20th century through the end of World War II. Chicago is also a prominent center of the Polish Cathedral style of church architecture. The Chicago suburb of Oak Park was home to famous architect Frank Lloyd Wright, who had designed The Robie House located near the University of Chicago.[128][129]
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A popular tourist activity is to take an architecture boat tour along the Chicago River.[130]
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Chicago is famous for its outdoor public art with donors establishing funding for such art as far back as Benjamin Ferguson's 1905 trust.[131] A number of Chicago's public art works are by modern figurative artists. Among these are Chagall's Four Seasons; the Chicago Picasso; Miro's Chicago; Calder's Flamingo; Oldenburg's Batcolumn; Moore's Large Interior Form, 1953-54, Man Enters the Cosmos and Nuclear Energy; Dubuffet's Monument with Standing Beast, Abakanowicz's Agora; and, Anish Kapoor's Cloud Gate which has become an icon of the city. Some events which shaped the city's history have also been memorialized by art works, including the Great Northern Migration (Saar) and the centennial of statehood for Illinois. Finally, two fountains near the Loop also function as monumental works of art: Plensa's Crown Fountain as well as Burnham and Bennett's Buckingham Fountain.
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More representational and portrait statuary includes a number of works by Lorado Taft (Fountain of Time, The Crusader, Eternal Silence, and the Heald Square Monument completed by Crunelle), French's Statue of the Republic, Edward Kemys's Lions, Saint-Gaudens's Abraham Lincoln: The Man (a.k.a. Standing Lincoln) and Abraham Lincoln: The Head of State (a.k.a. Seated Lincoln), Brioschi's Christopher Columbus, Meštrović's The Bowman and The Spearman, Dallin's Signal of Peace, Fairbanks's The Chicago Lincoln, Boyle's The Alarm, Polasek's memorial to Masaryk, memorials along Solidarity Promenade to Kościuszko, Havliček and Copernicus by Chodzinski, Strachovský, and Thorvaldsen, a memorial to General Logan by Saint-Gaudens, and Kearney's Moose (W-02-03). A number of statues also honor recent local heroes such as Michael Jordan (by Amrany and Rotblatt-Amrany), Stan Mikita, and Bobby Hull outside of the United Center; Harry Caray (by Amrany and Cella) outside Wrigley field, Jack Brickhouse (by McKenna) next to the WGN studios, and Irv Kupcinet at the Wabash Avenue Bridge.[132]
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There are preliminary plans to erect a 1:1‑scale replica of Wacław Szymanowski's Art Nouveau statue of Frédéric Chopin found in Warsaw's Royal Baths along Chicago's lakefront in addition to a different sculpture commemorating the artist in Chopin Park for the 200th anniversary of Frédéric Chopin's birth.[133]
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The city lies within the typical hot-summer humid continental climate (Köppen: Dfa), and experiences four distinct seasons.[134][135][136] Summers are hot and humid, with frequent heat waves. The July daily average temperature is 75.9 °F (24.4 °C), with afternoon temperatures peaking at 85.0 °F (29.4 °C). In a normal summer, temperatures reach at least 90 °F (32 °C) on as many as 23 days, with lakefront locations staying cooler when winds blow off the lake. Winters are cold and snowy, although the city typically sees less snow and rain in winter than that experienced in the eastern Great Lakes region; blizzards do occur, as in 2011.[137] There are many sunny but cold days in winter. The normal winter high from December through March is about 36 °F (2 °C), with January and February being the coldest months; a polar vortex in January 2019 nearly broke the city's cold record of −27 °F (−33 °C), which was set on January 20, 1985.[138][139][140] Spring and autumn are mild, short seasons, typically with low humidity. Dew point temperatures in the summer range from an average of 55.7 °F (13.2 °C) in June to 61.7 °F (16.5 °C) in July,[141] but can reach nearly 80 °F (27 °C), such as during the July 2019 heat wave. The city lies within USDA plant hardiness zone 6a, transitioning to 5b in the suburbs.[142]
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According to the National Weather Service, Chicago's highest official temperature reading of 105 °F (41 °C) was recorded on July 24, 1934,[143] although Midway Airport reached 109 °F (43 °C) one day prior and recorded a heat index of 125 °F (52 °C) during the 1995 heatwave.[144] The lowest official temperature of −27 °F (−33 °C) was recorded on January 20, 1985, at O'Hare Airport.[141][144] Most of the city's rainfall is brought by thunderstorms, averaging 38 a year. The region is also prone to severe thunderstorms during the spring and summer which can produce large hail, damaging winds, and occasionally tornadoes.[145] Like other major cities, Chicago experiences an urban heat island, making the city and its suburbs milder than surrounding rural areas, especially at night and in winter. The proximity to Lake Michigan tends to keep the Chicago lakefront somewhat cooler in summer and less brutally cold in winter than inland parts of the city and suburbs away from the lake.[146] Northeast winds from wintertime cyclones departing south of the region sometimes bring the city lake-effect snow.[147]
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As in the rest of the state of Illinois, Chicago forms part of the Central Time Zone. The border with the Eastern Time Zone is located a short distance to the east, used in Michigan and certain parts of Indiana.
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During its first hundred years, Chicago was one of the fastest-growing cities in the world. When founded in 1833, fewer than 200 people had settled on what was then the American frontier. By the time of its first census, seven years later, the population had reached over 4,000. In the forty years from 1850 to 1890, the city's population grew from slightly under 30,000 to over 1 million. At the end of the 19th century, Chicago was the fifth-largest city in the world,[158] and the largest of the cities that did not exist at the dawn of the century. Within sixty years of the Great Chicago Fire of 1871, the population went from about 300,000 to over 3 million,[159] and reached its highest ever recorded population of 3.6 million for the 1950 census.
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From the last two decades of the 19th century, Chicago was the destination of waves of immigrants from Ireland, Southern, Central and Eastern Europe, including Italians, Jews, Poles, Greeks, Lithuanians, Bulgarians, Albanians, Romanians, Turkish, Croatians, Serbs, Bosnians, Montenegrins and Czechs.[160] To these ethnic groups, the basis of the city's industrial working class, were added an additional influx of African Americans from the American South—with Chicago's black population doubling between 1910 and 1920 and doubling again between 1920 and 1930.[160]
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In the 1920s and 1930s, the great majority of African Americans moving to Chicago settled in a so‑called "Black Belt" on the city's South Side.[160] A large number of blacks also settled on the West Side. By 1930, two-thirds of Chicago's black population lived in sections of the city which were 90% black in racial composition.[160] Chicago's South Side emerged as United States second-largest urban black concentration, following New York's Harlem. Today, Chicago's South Side and the adjoining south suburbs constitute the largest black majority region in the entire United States.[160]
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Chicago's population declined in the latter half of the 20th century, from over 3.6 million in 1950 down to under 2.7 million by 2010. By the time of the official census count in 1990, it was overtaken by Los Angeles as the United States' second largest city.[161]
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The city has seen a rise in population for the 2000 census and is expected to have an increase for the 2020 census.[162]
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Per U.S. Census estimates as of July 2019[update], Chicago's largest racial or ethnic group is non-Hispanic White at 32.8% of the population, Blacks at 30.1% and the Hispanic population at 29.0% of the population[163][164][165][166]
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As of the 2010 census,[169] there were 2,695,598 people with 1,045,560 households living in Chicago. More than half the population of the state of Illinois lives in the Chicago metropolitan area. Chicago is one of the United States' most densely populated major cities, and the largest city in the Great Lakes Megalopolis. The racial composition of the city was:
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Chicago has a Hispanic or Latino population of 28.9%. (Its members may belong to any race; 21.4% Mexican, 3.8% Puerto Rican, 0.7% Guatemalan, 0.6% Ecuadorian, 0.3% Cuban, 0.3% Colombian, 0.2% Honduran, 0.2% Salvadoran, 0.2% Peruvian).[170]
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Chicago has the third-largest LGBT population in the United States. In 2015, roughly 4% of the population identified as LGBT.[171][172] Since the 2013 legalization of same-sex marriage in Illinois, over 10,000 same-sex couples have wed in Cook County, a majority in Chicago.[173][174]
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Chicago became a "de jure" sanctuary city in 2012 when Mayor Rahm Emanuel and the City Council passed the Welcoming City Ordinance.[175][176]
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According to the U.S. Census Bureau's American Community Survey data estimates for 2008–2012, the median income for a household in the city was $47,408, and the median income for a family was $54,188. Male full-time workers had a median income of $47,074 versus $42,063 for females. About 18.3% of families and 22.1% of the population lived below the poverty line.[177] In 2018, Chicago ranked 7th globally for the highest number of ultra-high-net-worth residents with roughly 3,300 residents worth more than $30 million.[178]
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According to the 2008–2012 American Community Survey, the ancestral groups having 10,000 or more persons in Chicago were:[179]
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Persons identifying themselves as "Other groups" were classified at 1.72 million, and unclassified or not reported were approximately 153,000.[179]
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Seventy-one percent identify as Christians (almost half of whom—35%—identify as Catholic),[180] 7% identity with other faiths, and 22% have no religious affiliation.[181][182] Chicago has many Jews, Muslims, Buddhists, Hindus, and others. Chicago is the headquarters of several religious denominations, including the Evangelical Covenant Church and the Evangelical Lutheran Church in America. It is the seat of several dioceses. The Fourth Presbyterian Church is one of the largest Presbyterian congregations in the United States based on memberships.[183]
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The first two Parliament of the World's Religions in 1893 and 1993 were held in Chicago.[184] Many international religious leaders have visited Chicago, including Mother Teresa, the Dalai Lama[185] and Pope John Paul II in 1979.[186]
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Chicago has the third-largest gross metropolitan product in the United States—about $670.5 billion according to September 2017 estimates.[187] The city has also been rated as having the most balanced economy in the United States, due to its high level of diversification.[188] In 2007, Chicago was named the fourth-most important business center in the world in the MasterCard Worldwide Centers of Commerce Index.[189] Additionally, the Chicago metropolitan area recorded the greatest number of new or expanded corporate facilities in the United States for calendar year 2014.[190] The Chicago metropolitan area has the third-largest science and engineering work force of any metropolitan area in the nation.[191] In 2009 Chicago placed ninth on the UBS list of the world's richest cities.[192] Chicago was the base of commercial operations for industrialists John Crerar, John Whitfield Bunn, Richard Teller Crane, Marshall Field, John Farwell, Julius Rosenwald and many other commercial visionaries who laid the foundation for Midwestern and global industry.
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Chicago is a major world financial center, with the second-largest central business district in the United States.[193] The city is the seat of the Federal Reserve Bank of Chicago, the Bank's Seventh District. The city has major financial and futures exchanges, including the Chicago Stock Exchange, the Chicago Board Options Exchange (CBOE), and the Chicago Mercantile Exchange (the "Merc"), which is owned, along with the Chicago Board of Trade (CBOT) by Chicago's CME Group. In 2017, Chicago exchanges traded 4.7 billion derivatives with a face value of over one quadrillion dollars. Chase Bank has its commercial and retail banking headquarters in Chicago's Chase Tower.[194] Academically, Chicago has been influential through the Chicago school of economics, which fielded some 12 Nobel Prize winners.
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The city and its surrounding metropolitan area contain the third-largest labor pool in the United States with about 4.63 million workers.[195] Illinois is home to 66 Fortune 1000 companies, including those in Chicago.[196] The city of Chicago also hosts 12 Fortune Global 500 companies and 17 Financial Times 500 companies. The city claims three Dow 30 companies: aerospace giant Boeing, which moved its headquarters from Seattle to the Chicago Loop in 2001,[197] McDonald's and Walgreens Boots Alliance.[198] For six consecutive years since 2013, Chicago was ranked the nation's top metropolitan area for corporate relocations.[199]
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Manufacturing, printing, publishing and food processing also play major roles in the city's economy. Several medical products and services companies are headquartered in the Chicago area, including Baxter International, Boeing, Abbott Laboratories, and the Healthcare division of General Electric. In addition to Boeing, which located its headquarters in Chicago in 2001, and United Airlines in 2011, GE Transportation moved its offices to the city in 2013 and GE Healthcare moved its HQ to the city in 2016, as did ThyssenKrupp North America, and agriculture giant Archer Daniels Midland.[15] Moreover, the construction of the Illinois and Michigan Canal, which helped move goods from the Great Lakes south on the Mississippi River, and of the railroads in the 19th century made the city a major transportation center in the United States. In the 1840s, Chicago became a major grain port, and in the 1850s and 1860s Chicago's pork and beef industry expanded. As the major meat companies grew in Chicago many, such as Armour and Company, created global enterprises. Although the meatpacking industry currently plays a lesser role in the city's economy, Chicago continues to be a major transportation and distribution center. Lured by a combination of large business customers, federal research dollars, and a large hiring pool fed by the area's universities, Chicago is also the site of a growing number of web startup companies like CareerBuilder, Orbitz, Basecamp, Groupon, Feedburner, Grubhub and NowSecure.[200]
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Prominent food companies based in Chicago include the world headquarters of Conagra, Ferrara Candy Company, Kraft Heinz, McDonald's, Mondelez International, Quaker Oats, and US Foods.
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Chicago has been a hub of the retail sector since its early development, with Montgomery Ward, Sears, and Marshall Field's. Today the Chicago metropolitan area is the headquarters of several retailers, including Walgreens, Sears, Ace Hardware, Claire's, ULTA Beauty and Crate & Barrel.
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Late in the 19th century, Chicago was part of the bicycle craze, with the Western Wheel Company, which introduced stamping to the production process and significantly reduced costs,[201] while early in the 20th century, the city was part of the automobile revolution, hosting the Brass Era car builder Bugmobile, which was founded there in 1907.[202] Chicago was also the site of the Schwinn Bicycle Company.
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Chicago is a major world convention destination. The city's main convention center is McCormick Place. With its four interconnected buildings, it is the largest convention center in the nation and third-largest in the world.[203] Chicago also ranks third in the U.S. (behind Las Vegas and Orlando) in number of conventions hosted annually.[204]
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Chicago's minimum wage for non-tipped employees is one of the highest in the nation at $14 per hour and will reach $15 by 2021.[205][206]
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The city's waterfront location and nightlife has attracted residents and tourists alike. Over a third of the city population is concentrated in the lakefront neighborhoods from Rogers Park in the north to South Shore in the south.[207] The city has many upscale dining establishments as well as many ethnic restaurant districts. These districts include the Mexican American neighborhoods, such as Pilsen along 18th street, and La Villita along 26th Street; the Puerto Rican enclave of Paseo Boricua in the Humboldt Park neighborhood; Greektown, along South Halsted Street, immediately west of downtown;[208] Little Italy, along Taylor Street; Chinatown in Armour Square; Polish Patches in West Town; Little Seoul in Albany Park around Lawrence Avenue; Little Vietnam near Broadway in Uptown; and the Desi area, along Devon Avenue in West Ridge.[209]
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Downtown is the center of Chicago's financial, cultural, governmental and commercial institutions and the site of Grant Park and many of the city's skyscrapers. Many of the city's financial institutions, such as the CBOT and the Federal Reserve Bank of Chicago, are located within a section of downtown called "The Loop", which is an eight-block by five-block area of city streets that is encircled by elevated rail tracks. The term "The Loop" is largely used by locals to refer to the entire downtown area as well. The central area includes the Near North Side, the Near South Side, and the Near West Side, as well as the Loop. These areas contribute famous skyscrapers, abundant restaurants, shopping, museums, a stadium for the Chicago Bears, convention facilities, parkland, and beaches.
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Lincoln Park contains the Lincoln Park Zoo and the Lincoln Park Conservatory. The River North Gallery District features the nation's largest concentration of contemporary art galleries outside of New York City.
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Lakeview is home to Boystown, the city's large LGBT nightlife center. The Chicago Pride Parade, held the last Sunday in June, is one of the world's largest with over a million people in attendance.[210]
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North Halsted Street is the main thoroughfare of Boystown.[211]
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The South Side neighborhood of Hyde Park is the home of former US President Barack Obama. It also contains the University of Chicago, ranked one of the world's top ten universities,[212] and the Museum of Science and Industry. The 6-mile (9.7 km) long Burnham Park stretches along the waterfront of the South Side. Two of the city's largest parks are also located on this side of the city: Jackson Park, bordering the waterfront, hosted the World's Columbian Exposition in 1893, and is the site of the aforementioned museum; and slightly west sits Washington Park. The two parks themselves are connected by a wide strip of parkland called the Midway Plaisance, running adjacent to the University of Chicago. The South Side hosts one of the city's largest parades, the annual African American Bud Billiken Parade and Picnic, which travels through Bronzeville to Washington Park. Ford Motor Company has an automobile assembly plant on the South Side in Hegewisch, and most of the facilities of the Port of Chicago are also on the South Side.
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The West Side holds the Garfield Park Conservatory, one of the largest collections of tropical plants in any U.S. city. Prominent Latino cultural attractions found here include Humboldt Park's Institute of Puerto Rican Arts and Culture and the annual Puerto Rican People's Parade, as well as the National Museum of Mexican Art and St. Adalbert's Church in Pilsen. The Near West Side holds the University of Illinois at Chicago and was once home to Oprah Winfrey's Harpo Studios, the site of which has been rebuilt as the global headquarters of McDonald's.
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The city's distinctive accent, made famous by its use in classic films like The Blues Brothers and television programs like the Saturday Night Live skit "Bill Swerski's Superfans", is an advanced form of Inland Northern American English. This dialect can also be found in other cities bordering the Great Lakes such as Cleveland, Milwaukee, Detroit, and Rochester, New York, and most prominently features a rearrangement of certain vowel sounds, such as the short 'a' sound as in "cat", which can sound more like "kyet" to outsiders. The accent remains well associated with the city.[213]
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Renowned Chicago theater companies include the Goodman Theatre in the Loop; the Steppenwolf Theatre Company and Victory Gardens Theater in Lincoln Park; and the Chicago Shakespeare Theater at Navy Pier. Broadway In Chicago offers Broadway-style entertainment at five theaters: the Nederlander Theatre, CIBC Theatre, Cadillac Palace Theatre, Auditorium Building of Roosevelt University, and Broadway Playhouse at Water Tower Place. Polish language productions for Chicago's large Polish speaking population can be seen at the historic Gateway Theatre in Jefferson Park. Since 1968, the Joseph Jefferson Awards are given annually to acknowledge excellence in theater in the Chicago area. Chicago's theater community spawned modern improvisational theater, and includes the prominent groups The Second City and I.O. (formerly ImprovOlympic).
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The Chicago Symphony Orchestra (CSO) performs at Symphony Center, and is recognized as one of the best orchestras in the world.[214] Also performing regularly at Symphony Center is the Chicago Sinfonietta, a more diverse and multicultural counterpart to the CSO. In the summer, many outdoor concerts are given in Grant Park and Millennium Park. Ravinia Festival, located 25 miles (40 km) north of Chicago, is the summer home of the CSO, and is a favorite destination for many Chicagoans. The Civic Opera House is home to the Lyric Opera of Chicago. The Lithuanian Opera Company of Chicago was founded by Lithuanian Chicagoans in 1956,[215] and presents operas in Lithuanian.
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The Joffrey Ballet and Chicago Festival Ballet perform in various venues, including the Harris Theater in Millennium Park. Chicago has several other contemporary and jazz dance troupes, such as the Hubbard Street Dance Chicago and Chicago Dance Crash.
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Other live-music genre which are part of the city's cultural heritage include Chicago blues, Chicago soul, jazz, and gospel. The city is the birthplace of house music (a popular form of electronic dance music) and industrial music, and is the site of an influential hip hop scene. In the 1980s and 90s, the city was the global center for house and industrial music, two forms of music created in Chicago, as well as being popular for alternative rock, punk, and new wave. The city has been a center for rave culture, since the 1980s. A flourishing independent rock music culture brought forth Chicago indie. Annual festivals feature various acts, such as Lollapalooza and the Pitchfork Music Festival. A 2007 report on the Chicago music industry by the University of Chicago Cultural Policy Center ranked Chicago third among metropolitan U.S. areas in "size of music industry" and fourth among all U.S. cities in "number of concerts and performances".[216]
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Chicago has a distinctive fine art tradition. For much of the twentieth century, it nurtured a strong style of figurative surrealism, as in the works of Ivan Albright and Ed Paschke. In 1968 and 1969, members of the Chicago Imagists, such as Roger Brown, Leon Golub, Robert Lostutter, Jim Nutt, and Barbara Rossi produced bizarre representational paintings. Henry Darger is one of the most celebrated figures of outsider art.
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Chicago contains a number of large, outdoor works by well-known artists. These include the Chicago Picasso, Miró's Chicago, Flamingo and Flying Dragon by Alexander Calder, Agora by Magdalena Abakanowicz, Monument with Standing Beast by Jean Dubuffet, Batcolumn by Claes Oldenburg, Cloud Gate by Anish Kapoor, Crown Fountain by Jaume Plensa, and the Four Seasons mosaic by Marc Chagall.
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Chicago also has a nationally televised Thanksgiving parade that occurs annually. The McDonald's Thanksgiving Parade is seen across the nation on WGN-TV and WGN America, featuring a variety of diverse acts from the community, marching bands from across the country, and is the only parade in the city to feature inflatable balloons every year.[217]
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In 2014[update], Chicago attracted 50.17 million domestic leisure travelers, 11.09 million domestic business travelers and 1.308 million overseas visitors.[218] These visitors contributed more than US$13.7 billion to Chicago's economy.[218] Upscale shopping along the Magnificent Mile and State Street, thousands of restaurants, as well as Chicago's eminent architecture, continue to draw tourists. The city is the United States' third-largest convention destination. A 2017 study by Walk Score ranked Chicago the sixth-most walkable of fifty largest cities in the United States.[219] Most conventions are held at McCormick Place, just south of Soldier Field. The historic Chicago Cultural Center (1897), originally serving as the Chicago Public Library, now houses the city's Visitor Information Center, galleries and exhibit halls. The ceiling of its Preston Bradley Hall includes a 38-foot (12 m) Tiffany glass dome. Grant Park holds Millennium Park, Buckingham Fountain (1927), and the Art Institute of Chicago. The park also hosts the annual Taste of Chicago festival. In Millennium Park, the reflective Cloud Gate public sculpture by artist Anish Kapoor is the centerpiece of the AT&T Plaza in Millennium Park. Also, an outdoor restaurant transforms into an ice rink in the winter season. Two tall glass sculptures make up the Crown Fountain. The fountain's two towers display visual effects from LED images of Chicagoans' faces, along with water spouting from their lips. Frank Gehry's detailed, stainless steel band shell, the Jay Pritzker Pavilion, hosts the classical Grant Park Music Festival concert series. Behind the pavilion's stage is the Harris Theater for Music and Dance, an indoor venue for mid-sized performing arts companies, including the Chicago Opera Theater and Music of the Baroque.
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Navy Pier, located just east of Streeterville, is 3,000 ft (910 m) long and houses retail stores, restaurants, museums, exhibition halls and auditoriums. In the summer of 2016, Navy Pier constructed a DW60 Ferris wheel. Dutch Wheels, a world renowned company that manufactures ferris wheels, was selected to design the new wheel.[220] It features 42 navy blue gondolas that can hold up to eight adults and two kids. It also has entertainment systems inside the gondolas as well as a climate controlled environment. The DW60 stands at approximately 196 ft (60 m), which is 46 ft taller than the previous wheel. The new DW60 is the first in the United States and is the sixth tallest in the U.S.[221] Chicago was the first city in the world to ever erect a ferris wheel.
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On June 4, 1998, the city officially opened the Museum Campus, a 10-acre (4.0 ha) lakefront park, surrounding three of the city's main museums, each of which is of national importance: the Adler Planetarium & Astronomy Museum, the Field Museum of Natural History, and the Shedd Aquarium. The Museum Campus joins the southern section of Grant Park, which includes the renowned Art Institute of Chicago. Buckingham Fountain anchors the downtown park along the lakefront. The University of Chicago Oriental Institute has an extensive collection of ancient Egyptian and Near Eastern archaeological artifacts. Other museums and galleries in Chicago include the Chicago History Museum, the Driehaus Museum, the DuSable Museum of African American History, the Museum of Contemporary Art, the Peggy Notebaert Nature Museum, the Polish Museum of America, the Museum of Broadcast Communications, the Pritzker Military Library, the Chicago Architecture Foundation, and the Museum of Science and Industry.
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With an estimated completion date of 2020, the Barack Obama Presidential Center will be housed at the University of Chicago in Hyde Park and include both the Obama presidential library and offices of the Obama Foundation.[222]
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The Willis Tower (formerly named Sears Tower) is a popular destination for tourists. The Willis Tower has an observation deck open to tourists year round with high up views overlooking Chicago and Lake Michigan. The observation deck includes an enclosed glass balcony that extends 10 feet out on the side of the building. Tourists are able to look straight down.
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In 2013, Chicago was chosen as one of the "Top Ten Cities in the United States" to visit for its restaurants, skyscrapers, museums, and waterfront, by the readers of Condé Nast Traveler.[223][224]
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Chicago lays claim to a large number of regional specialties that reflect the city's ethnic and working-class roots. Included among these are its nationally renowned deep-dish pizza; this style is said to have originated at Pizzeria Uno.[225] The Chicago-style thin crust is also popular in the city.[226] Certain Chicago pizza favorites include Lou Malnati's and Giordano's.[227]
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The Chicago-style hot dog, typically an all-beef hot dog, is loaded with an array of toppings that often includes pickle relish, yellow mustard, pickled sport peppers, tomato wedges, dill pickle spear and topped off with celery salt on a poppy seed bun.[228] Enthusiasts of the Chicago-style hot dog frown upon the use of ketchup as a garnish, but may prefer to add giardiniera.[229][230][231]
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A distinctly Chicago sandwich, the Italian beef sandwich is thinly sliced beef simmered in au jus and served on an Italian roll with sweet peppers or spicy giardiniera. A popular modification is the Combo—an Italian beef sandwich with the addition of an Italian sausage. The Maxwell Street Polish is a grilled or deep-fried kielbasa—on a hot dog roll, topped with grilled onions, yellow mustard, and hot sport peppers.[232]
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Chicken Vesuvio is roasted bone-in chicken cooked in oil and garlic next to garlicky oven-roasted potato wedges and a sprinkling of green peas. The Puerto Rican-influenced jibarito is a sandwich made with flattened, fried green plantains instead of bread. The mother-in-law is a tamale topped with chili and served on a hot dog bun.[233] The tradition of serving the Greek dish saganaki while aflame has its origins in Chicago's Greek community.[234] The appetizer, which consists of a square of fried cheese, is doused with Metaxa and flambéed table-side.[235]
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One of the world's most decorated restaurants and a recipient of three Michelin stars, Alinea is located in Chicago. Well-known chefs who have had restaurants in Chicago include: Charlie Trotter, Rick Tramonto, Grant Achatz, and Rick Bayless. In 2003, Robb Report named Chicago the country's "most exceptional dining destination".[236]
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Chicago literature finds its roots in the city's tradition of lucid, direct journalism, lending to a strong tradition of social realism. In the Encyclopedia of Chicago, Northwestern University Professor Bill Savage describes Chicago fiction as prose which tries to "capture the essence of the city, its spaces and its people". The challenge for early writers was that Chicago was a frontier outpost that transformed into a global metropolis in the span of two generations. Narrative fiction of that time, much of it in the style of "high-flown romance" and "genteel realism", needed a new approach to describe the urban social, political, and economic conditions of Chicago.[237] Nonetheless, Chicagoans worked hard to create a literary tradition that would stand the test of time,[238] and create a "city of feeling" out of concrete, steel, vast lake, and open prairie.[239] Much notable Chicago fiction focuses on the city itself, with social criticism keeping exultation in check.
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At least three short periods in the history of Chicago have had a lasting influence on American literature.[240] These include from the time of the Great Chicago Fire to about 1900, what became known as the Chicago Literary Renaissance in the 1910s and early 1920s, and the period of the Great Depression through the 1940s.
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What would become the influential Poetry magazine was founded in 1912 by Harriet Monroe, who was working as an art critic for the Chicago Tribune. The magazine discovered such poets as Gwendolyn Brooks, James Merrill, and John Ashbery.[241] T. S. Eliot's first professionally published poem, "The Love Song of J. Alfred Prufrock", was first published by Poetry. Contributors have included Ezra Pound, William Butler Yeats, William Carlos Williams, Langston Hughes, and Carl Sandburg, among others. The magazine was instrumental in launching the Imagist and Objectivist poetic movements. From the 1950s through 1970s, American poetry continued to evolve in Chicago.[242] In the 1980s, a modern form of poetry performance began in Chicago, the Poetry Slam.[243]
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Sporting News named Chicago the "Best Sports City" in the United States in 1993, 2006, and 2010.[244] Along with Boston, Chicago is the only city to continuously host major professional sports since 1871, having only taken 1872 and 1873 off due to the Great Chicago Fire. Additionally, Chicago is one of the eight cities in the United States to have won championships in the four major professional leagues and, along with Los Angeles, New York, Philadelphia and Washington, is one of five cities to have won soccer championships as well. All of its major franchises have won championships within recent years – the Bears (1985), the Bulls (1991, 1992, 1993, 1996, 1997, and 1998), the White Sox (2005), the Cubs (2016), the Blackhawks (2010, 2013, 2015), and the Fire (1998). Chicago has the third most franchises in the four major North American sports leagues with five, behind the New York and Los Angeles Metropolitan Areas, and have six top-level professional sports clubs when including Chicago Fire FC of Major League Soccer (MLS).
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The city has two Major League Baseball (MLB) teams: the Chicago Cubs of the National League play in Wrigley Field on the North Side; and the Chicago White Sox of the American League play in Guaranteed Rate Field on the South Side. Chicago is the only city that has had more than one MLB franchise every year since the AL began in 1901 (New York hosted only one between 1958 and early 1962). The two teams have faced each other in a World Series only once: in 1906, when the White Sox, known as the "Hitless Wonders," defeated the Cubs, 4–2.
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The Cubs are the oldest Major League Baseball team to have never changed their city;[245] they have played in Chicago since 1871, and continuously so since 1874 due to the Great Chicago Fire. They have played more games and have more wins than any other team in Major League baseball since 1876.[246] They have won three World Series titles, including the 2016 World Series, but had the dubious honor of having the two longest droughts in American professional sports: They had not won their sport's title since 1908, and had not participated in a World Series since 1945, both records, until they beat the Cleveland Indians in the 2016 World Series.
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The White Sox have played on the South Side continuously since 1901, with all three of their home fields throughout the years being within blocks of one another. They have won three World Series titles (1906, 1917, 2005) and six American League pennants, including the first in 1901. The Sox are fifth in the American League in all-time wins, and sixth in pennants.
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The Chicago Bears, one of the last two remaining charter members of the National Football League (NFL), have won nine NFL Championships, including the 1985 Super Bowl XX. The other remaining charter franchise, the Chicago Cardinals, also started out in the city, but is now known as the Arizona Cardinals. The Bears have won more games in the history of the NFL than any other team,[247] and only the Green Bay Packers, their longtime rivals, have won more championships. The Bears play their home games at Soldier Field. Soldier Field re-opened in 2003 after an extensive renovation.
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The Chicago Bulls of the National Basketball Association (NBA) is one of the most recognized basketball teams in the world.[248] During the 1990s, with Michael Jordan leading them, the Bulls won six NBA championships in eight seasons.[249][250] They also boast the youngest player to win the NBA Most Valuable Player Award, Derrick Rose, who won it for the 2010–11 season.[251]
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The Chicago Blackhawks of the National Hockey League (NHL) began play in 1926, and are one of the "Original Six" teams of the NHL. The Blackhawks have won six Stanley Cups, including in 2010, 2013, and 2015. Both the Bulls and the Blackhawks play at the United Center.
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Chicago Fire FC is a member of Major League Soccer (MLS) and plays at Soldier Field. After playing its first eight seasons at Soldier Field, the team moved to suburban Bridgeview to play at SeatGeek Stadium. In 2019, the team announced a move back to Soldier Field.[252] The Fire have won one league title and four U.S. Open Cups, since their founding in 1997. In 1994, the United States hosted a successful FIFA World Cup with games played at Soldier Field.
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The Chicago Sky is a professional basketball team playing in the Women's National Basketball Association (WNBA). They play home games at the Wintrust Arena. The team was founded before the 2006 WNBA season began.
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The Chicago Marathon has been held each year since 1977 except for 1987, when a half marathon was run in its place. The Chicago Marathon is one of six World Marathon Majors.[253]
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Five area colleges play in Division I conferences: two from major conferences—the DePaul Blue Demons (Big East Conference) and the Northwestern Wildcats (Big Ten Conference)—and three from other D1 conferences—the Chicago State Cougars (Western Athletic Conference); the Loyola Ramblers (Missouri Valley Conference); and the UIC Flames (Horizon League).[254]
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Chicago has also entered into eSports with the creation of the Chicago Huntsmen, a professional Call of Duty team that participates within the CDL. At the Call of Duty League's Launch Week games in Minneapolis, Minnesota, the Chicago Huntsmen went on to beat both the Dallas Empire and Optic Gaming Los Angeles.
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When Chicago was incorporated in 1837, it chose the motto Urbs in Horto, a Latin phrase which means "City in a Garden". Today, the Chicago Park District consists of more than 570 parks with over 8,000 acres (3,200 ha) of municipal parkland. There are 31 sand beaches, a plethora of museums, two world-class conservatories, and 50 nature areas.[255] Lincoln Park, the largest of the city's parks, covers 1,200 acres (490 ha) and has over 20 million visitors each year, making it third in the number of visitors after Central Park in New York City, and the National Mall and Memorial Parks in Washington, D.C.[256]
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There is a historic boulevard system,[257] a network of wide, tree-lined boulevards which connect a number of Chicago parks.[258] The boulevards and the parks were authorized by the Illinois legislature in 1869.[259] A number of Chicago neighborhoods emerged along these roadways in the 19th century.[258] The building of the boulevard system continued intermittently until 1942. It includes nineteen boulevards, eight parks, and six squares, along twenty-six miles of interconnected streets.[260] Part of the system in the Logan Square Boulevards Historic District was listed in the National Register of Historic Places in 1985.[261]
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With berths for more than 6,000 boats, the Chicago Park District operates the nation's largest municipal harbor system.[262] In addition to ongoing beautification and renewal projects for the existing parks, a number of new parks have been added in recent years, such as the Ping Tom Memorial Park in Chinatown, DuSable Park on the Near North Side, and most notably, Millennium Park, which is in the northwestern corner of one of Chicago's oldest parks, Grant Park in the Chicago Loop.
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The wealth of greenspace afforded by Chicago's parks is further augmented by the Cook County Forest Preserves, a network of open spaces containing forest, prairie, wetland, streams, and lakes that are set aside as natural areas which lie along the city's outskirts,[263] including both the Chicago Botanic Garden in Glencoe and the Brookfield Zoo in Brookfield.[264] Washington Park is also one of the city's biggest parks; covering nearly 400 acres (160 ha). The park is listed on the National Register of Historic Places listings in South Side Chicago.
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The government of the City of Chicago is divided into executive and legislative branches. The Mayor of Chicago is the chief executive, elected by general election for a term of four years, with no term limits. The current mayor is Lori Lightfoot. The mayor appoints commissioners and other officials who oversee the various departments. As well as the mayor, Chicago's clerk and treasurer are also elected citywide. The City Council is the legislative branch and is made up of 50 aldermen, one elected from each ward in the city.[265] The council takes official action through the passage of ordinances and resolutions and approves the city budget.[266]
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The Chicago Police Department provides law enforcement and the Chicago Fire Department provides fire suppression and emergency medical services for the city and its residents. Civil and criminal law cases are heard in the Cook County Circuit Court of the State of Illinois court system, or in the Northern District of Illinois, in the federal system. In the state court, the public prosecutor is the Illinois State's Attorney; in the Federal court it is the United States Attorney.
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During much of the last half of the 19th century, Chicago's politics were dominated by a growing Democratic Party organization. During the 1880s and 1890s, Chicago had a powerful radical tradition with large and highly organized socialist, anarchist and labor organizations.[267] For much of the 20th century, Chicago has been among the largest and most reliable Democratic strongholds in the United States; with Chicago's Democratic vote the state of Illinois has been "solid blue" in presidential elections since 1992. Even before then, it was not unheard of for Republican presidential candidates to win handily in downstate Illinois, only to lose statewide due to large Democratic margins in Chicago. The citizens of Chicago have not elected a Republican mayor since 1927, when William Thompson was voted into office. The strength of the party in the city is partly a consequence of Illinois state politics, where the Republicans have come to represent rural and farm concerns while the Democrats support urban issues such as Chicago's public school funding.
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Chicago contains less than 25% of the state's population, but it is split between eight of Illinois' 19 districts in the United States House of Representatives. All eight of the city's representatives are Democrats; two Republican has only represented a significant portion of the city twice since 1973, for one term each–Robert P. Hanrahan from 1973 to 1975, and Michael Patrick Flanagan from 1995 to 1997.
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Machine politics persisted in Chicago after the decline of similar machines in other large U.S. cities.[268] During much of that time, the city administration found opposition mainly from a liberal "independent" faction of the Democratic Party. The independents finally gained control of city government in 1983 with the election of Harold Washington (in office 1983–1987). From 1989 until May 16, 2011, Chicago was under the leadership of its longest-serving mayor, Richard M. Daley, the son of Richard J. Daley. Because of the dominance of the Democratic Party in Chicago, the Democratic primary vote held in the spring is generally more significant than the general elections in November for U.S. House and Illinois State seats. The aldermanic, mayoral, and other city offices are filled through nonpartisan elections with runoffs as needed.
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Formerly a state legislator representing Chicago and later a US Senator, the city is home of former United States President Barack Obama and First Lady Michelle Obama. The Obamas' residence is located near the University of Chicago in Kenwood on the city's south side.[269]
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Chicago had a murder rate of 18.5 per 100,000 residents in 2012, ranking 16th among US cities with 100,000 people or more.[270] This was higher than in New York City and Los Angeles, the two largest cities in the United States, which have lower murder rates and lower total homicides. However, it was less than in many smaller American cities, including New Orleans, Newark, and Detroit, which had 53 murders per 100,000 residents in 2012. The 2015 year-end crime statistics showed there were 468 murders in Chicago in 2015 compared with 416 the year before, a 12.5% increase, as well as 2,900 shootings—13% more than the year prior, and up 29% since 2013. Chicago had more homicides than any other city in 2015 in total but not on per capita basis, according to the Chicago Tribune.[271] In its annual crime statistics for 2016, the Chicago Police Department reported that the city experienced a dramatic rise in gun violence, with 4,331 shooting victims. The department also reported 762 murders in Chicago for the year 2016, a total that marked a 62.79% increase in homicides from 2015.[272] In June 2017, the Chicago Police Department and the Federal ATF announced a new task force, similar to past task forces, to address the flow of illegal guns and repeat offenses with guns.[273]
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According to reports in 2013, "most of Chicago's violent crime comes from gangs trying to maintain control of drug-selling territories",[274] and is specifically related to the activities of the Sinaloa Cartel, which is active in several American cities. By 2006, the cartel sought to control most illicit drug sales.[275] Violent crime rates vary significantly by area of the city, with more economically developed areas having low rates, but other sections have much higher rates of crime.[274] In 2013, the violent crime rate was 910 per 100,000 people;[276] the murder rate was 10.4 – while high crime districts saw 38.9, low crime districts saw 2.5 murders per 100,000.[277]
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The number of murders in Chicago peaked at 970 in 1974, when the city's population was over 3 million people (a murder rate of about 29 per 100,000), and it reached 943 murders in 1992, (a murder rate of 34 per 100,000).[278] However, Chicago, like other major U.S. cities, experienced a significant reduction in violent crime rates through the 1990s, falling to 448 homicides in 2004, its lowest total since 1965 and only 15.65 murders per 100,000. Chicago's homicide tally remained low during 2005 (449), 2006 (452), and 2007 (435) but rose to 510 in 2008, breaking 500 for the first time since 2003.[279][280] In 2009, the murder count fell to 458 (10% down).[281] and in 2010 Chicago's murder rate fell to 435 (16.14 per 100,000), a 5% decrease from 2009 and lowest levels since 1965.[282] In 2011, Chicago's murders fell another 1.2% to 431 (a rate of 15.94 per 100,000).[283] but shot up to 506 in 2012.[284][285]
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In 2012, Chicago ranked 21st in the United States in numbers of homicides per person, and in the first half of 2013 there was a significant drop per-person, in all categories of violent crime, including homicide (down 26%).[286] Chicago ended 2013 with 415 murders, the lowest number of murders since 1965, and overall crime rates dropped by 16 percent.[287] In 2013, the city's murder rate was only slightly higher than the national average as a whole.[288]) According to the FBI, St. Louis, New Orleans, Detroit, and Baltimore
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had the highest murder rate along with several other cities.[289]
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Jens Ludwig, director of the University of Chicago Crime Lab, estimated that shootings cost the city of Chicago $2.5 billion in 2012.[290]
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In September 2016, an Illinois state appellate court found that cities do not have an obligation under the Illinois Constitution to pay certain benefits if those benefits had included an expiration date under whichever negotiated agreement they were covered. The Illinois Constitution prohibits governments from doing anything that could cause retirement benefits for government workers to be "diminished or impaired." In this particular case, the fact that the workers' agreements had expiration dates let the city of Chicago set an expiration date of 2013 for contribution to health benefits for workers who retired after 1989.[291]
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Chicago Public Schools (CPS) is the governing body of the school district that contains over 600 public elementary and high schools citywide, including several selective-admission magnet schools. There are eleven selective enrollment high schools in the Chicago Public Schools,[292] designed to meet the needs of Chicago's most academically advanced students. These schools offer a rigorous curriculum with mainly honors and Advanced Placement (AP) courses.[293] Walter Payton College Prep High School is ranked number one in the city of Chicago and the state of Illinois.[294] Northside College Preparatory High School is ranked second, Jones College Prep is third, and the oldest magnet school in the city, Whitney M. Young Magnet High School, which was opened in 1975, is ranked fourth.[295] The magnet school with the largest enrollment is Lane Technical College Prep High School.[citation needed] Lane is one of the oldest schools in Chicago and in 2012 was designated a National Blue Ribbon School by the U.S. Department of Education.[296]
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Chicago high school rankings are determined by the average test scores on state achievement tests.[297] The district, with an enrollment exceeding 400,545 students (2013–2014 20th Day Enrollment), is the third-largest in the U.S.[298] On September 10, 2012, teachers for the Chicago Teachers Union went on strike for the first time since 1987 over pay, resources and other issues.[299] According to data compiled in 2014, Chicago's "choice system", where students who test or apply and may attend one of a number of public high schools (there are about 130), sorts students of different achievement levels into different schools (high performing, middle performing, and low performing schools).[300]
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Chicago has a network of Lutheran schools,[301] and several private schools are run by other denominations and faiths, such as the Ida Crown Jewish Academy in West Ridge. Several private schools are completely secular, such as the Latin School of Chicago in the Near North Side neighborhood, the University of Chicago Laboratory Schools in Hyde Park, the British School of Chicago and the Francis W. Parker School in Lincoln Park, the Lycée Français de Chicago in Uptown, the Feltre School in River North and the Morgan Park Academy. There are also the private Chicago Academy for the Arts, a high school focused on six different categories of the arts and the public Chicago High School for the Arts, a high school focused on five categories (visual arts, theatre, musical theatre, dance, and music) of the arts.[citation needed][302]
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The Roman Catholic Archdiocese of Chicago operates Catholic schools, that include Jesuit preparatory schools and others including St. Rita of Cascia High School, De La Salle Institute, Josephinum Academy, DePaul College Prep, Cristo Rey Jesuit High School, Brother Rice High School, St. Ignatius College Preparatory School, Mount Carmel High School, Queen of Peace High School, Mother McAuley Liberal Arts High School, Marist High School, St. Patrick High School and Resurrection High School.
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The Chicago Public Library system operates 79 public libraries, including the central library, two regional libraries, and numerous branches distributed throughout the city.
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Since the 1850s, Chicago has been a world center of higher education and research with several universities. These institutions consistently rank among the top "National Universities" in the United States, as determined by U.S. News & World Report. Top universities in Chicago are: the University of Chicago; Illinois Institute of Technology; Loyola University Chicago; DePaul University; Columbia College Chicago and University of Illinois at Chicago. Other notable schools include: Chicago State University; the School of the Art Institute of Chicago, the Illinois Institute of Art – Chicago; East–West University; National Louis University; North Park University; Northeastern Illinois University; Robert Morris University Illinois; Roosevelt University; Saint Xavier University; Rush University; and Shimer College.[303]
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William Rainey Harper, the first president of the University of Chicago, was instrumental in the creation of the junior college concept, establishing nearby Joliet Junior College as the first in the nation in 1901.[304] His legacy continues with the multiple community colleges in the Chicago proper, including the seven City Colleges of Chicago: Richard J. Daley College, Kennedy–King College, Malcolm X College, Olive–Harvey College, Truman College, Harold Washington College and Wilbur Wright College, in addition to the privately held MacCormac College.
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Chicago also has a high concentration of post-baccalaureate institutions, graduate schools, seminaries, and theological schools, such as the Adler School of Professional Psychology, The Chicago School of Professional Psychology, the Erikson Institute, The Institute for Clinical Social Work, the Lutheran School of Theology at Chicago, the Catholic Theological Union, the Moody Bible Institute, the John Marshall Law School and the University of Chicago Divinity School.
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The Chicago metropolitan area is the third-largest media market in North America, after New York City and Los Angeles and a major media hub.[305] Each of the big four U.S. television networks, CBS, ABC, NBC and Fox, directly owns and operates a high-definition television station in Chicago (WBBM 2, WLS 7, WMAQ 5 and WFLD 32, respectively). Former CW affiliate WGN-TV 9, which is owned by the Tribune Media, is carried with some programming differences, as "WGN America" on cable and satellite TV nationwide and in parts of the Caribbean.
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Chicago has also been the home of several prominent talk shows, including The Oprah Winfrey Show, Steve Harvey Show, The Rosie Show, The Jerry Springer Show, The Phil Donahue Show, The Jenny Jones Show, and more. The city also has one PBS member station (its second: WYCC 20, removed its affiliation with PBS in 2017[306]): WTTW 11, producer of shows such as Sneak Previews, The Frugal Gourmet, Lamb Chop's Play-Along and The McLaughlin Group.
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As of 2018[update], Windy City Live is Chicago's only daytime talk show, which is hosted by Val Warner and Ryan Chiaverini at ABC7 Studios with a live weekday audience. Since 1999, Judge Mathis also films his syndicated arbitration-based reality court show at the NBC Tower. Beginning in January 2019, Newsy began producing 12 of its 14 hours of live news programming per day from its new facility in Chicago.
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Two major daily newspapers are published in Chicago: the Chicago Tribune and the Chicago Sun-Times, with the Tribune having the larger circulation. There are also several regional and special-interest newspapers and magazines, such as Chicago, the Dziennik Związkowy (Polish Daily News), Draugas (the Lithuanian daily newspaper), the Chicago Reader, the SouthtownStar, the Chicago Defender, the Daily Herald, Newcity,[307][308] StreetWise and the Windy City Times. The entertainment and cultural magazine Time Out Chicago and GRAB magazine are also published in the city, as well as local music magazine Chicago Innerview. In addition, Chicago is the home of satirical national news outlet, The Onion, as well as its sister pop-culture publication, The A.V. Club.[309]
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Since the 1980s, many motion pictures have been filmed and/or set in the city such as The Untouchables, The Blues Brothers, The Matrix, Brewster's Millions, Ferris Bueller's Day Off, Sixteen Candles, Home Alone, The Fugitive, I, Robot, Mean Girls, Wanted, Batman Begins, The Dark Knight,
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Dhoom 3, Transformers: Dark of the Moon, Transformers: Age of Extinction, Transformers: The Last Knight, Divergent, Batman v Superman: Dawn of Justice, Sinister 2, Suicide Squad.
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Chicago has also been the setting of a number of television shows, including the situation comedies Perfect Strangers and its spinoff Family Matters, Married... with Children, Punky Brewster, Kenan & Kel, Still Standing, The League, The Bob Newhart Show, and Shake It Up. The city served as the venue for the medical dramas ER and Chicago Hope, as well as the fantasy drama series Early Edition and the 2005–2009 drama Prison Break. Discovery Channel films two shows in Chicago: Cook County Jail and the Chicago version of Cash Cab. Other notable shows include CBS's The Good Wife and Mike and Molly.
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Chicago is currently the setting for Showtime's Shameless, and NBC's Chicago Fire, Chicago P.D. and Chicago Med.[310] All three Chicago franchise shows are filmed locally throughout Chicago.
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Chicago has five 50,000 watt AM radio stations: the CBS Radio-owned WBBM and WSCR; the Tribune Broadcasting-owned WGN; the Cumulus Media-owned WLS; and the ESPN Radio-owned WMVP. Chicago is also home to a number of national radio shows, including Beyond the Beltway with Bruce DuMont on Sunday evenings.
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Chicago Public Radio produces nationally aired programs such as PRI's This American Life and NPR's Wait Wait...Don't Tell Me!.
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In 2005, indie rock artist Sufjan Stevens created a concept album about Illinois titled Illinois; many of its songs were about Chicago and its history.
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The city was paricularly important for the development of the harsh and electronic based music genre known as industrial. Many themes are transgressive and derived from the works of authors such as William S. Burroughs. While the genre was pioneered by Throbbing Gristle in the late 70s, the genre was largely started in the United Kingdom, with the Chicago-based record label Wax Trax! later establishing itself as America's home for the genre. The label first found success with Ministry, with the release of the cold life single, which entered the US Dance charts in 1982. The record label later signed many prominent industrial acts, with the most notable being: My Life with the Thrill Kill Kult, KMFDM, Front Line Assembly and Front 242. Richard Giraldi of the Chicago Sun-Times remarked on the significance of the label and wrote, "As important as Chess Records was to blues and soul music, Chicago's Wax Trax imprint was just as significant to the punk rock, new wave and industrial genres."[311]
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Chicago is also featured in a few video games, including Watch Dogs and Midtown Madness, a real-life, car-driving simulation game. Chicago is home to NetherRealm Studios, the developers of the Mortal Kombat series.
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Chicago is a major transportation hub in the United States. It is an important component in global distribution, as it is the third-largest inter-modal port in the world after Hong Kong and Singapore.[312]
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The city of Chicago has a higher than average percentage of households without a car. In 2015, 26.5 percent of Chicago households were without a car, and increased slightly to 27.5 percent in 2016. The national average was 8.7 percent in 2016. Chicago averaged 1.12 cars per household in 2016, compared to a national average of 1.8.[313]
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Seven mainline and four auxiliary interstate highways (55, 57, 65 (only in Indiana), 80 (also in Indiana), 88, 90 (also in Indiana), 94 (also in Indiana), 190, 290, 294, and 355) run through Chicago and its suburbs. Segments that link to the city center are named after influential politicians, with three of them named after former U.S. Presidents (Eisenhower, Kennedy, and Reagan) and one named after two-time Democratic candidate Adlai Stevenson.
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The Kennedy and Dan Ryan Expressways are the busiest state maintained routes in the entire state of Illinois.[314]
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The Regional Transportation Authority (RTA) coordinates the operation of the three service boards: CTA, Metra, and Pace.
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Greyhound Lines provides inter-city bus service to and from the city, and Chicago is also the hub for the Midwest network of Megabus (North America).
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Amtrak long distance and commuter rail services originate from Union Station. Chicago is one of the largest hubs of passenger rail service in the nation. The services terminate in San Francisco, Washington, D.C., New York City, Indianapolis, New Orleans, Portland, Seattle, Milwaukee, Quincy, St. Louis, Carbondale, Boston, Grand Rapids, Port Huron, Pontiac, Los Angeles, and San Antonio. An attempt was made in the early 20th century to link Chicago with New York City via the Chicago – New York Electric Air Line Railroad. Parts of this were built, but it was never completed.
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In July 2013, the bicycle-sharing system Divvy was launched with 750 bikes and 75 docking stations[316] It is operated by Lyft for the Chicago Department of Transportation.[317] As of July 2019, Divvy operated 5800 bicycles at 608 stations, covering almost all of the city, excluding Pullman, Rosedale, Beverly, Belmont Cragin and Edison Park.[318]
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In May 2019, The City of Chicago announced its Chicago's Electric Shared Scooter Pilot Program, scheduled to run from June 15 to October 15.[319] The program started on June 15 with 10 different scooter companies, including scooter sharing market leaders Bird, Jump, Lime and Lyft.[320] Each company was allowed to bring 250 electric scooters, although both Bird and Lime claimed that they experienced a higher demand for their scooters.[321] The program ended on October 15, with nearly 800,000 rides taken.[322]
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Chicago is the largest hub in the railroad industry.[323] Six of the seven Class I railroads meet in Chicago, with the exception being the Kansas City Southern Railway.[324] As of 2002[update], severe freight train congestion caused trains to take as long to get through the Chicago region as it took to get there from the West Coast of the country (about 2 days).[325] According to U.S. Department of Transportation, the volume of imported and exported goods transported via rail to, from, or through Chicago is forecast to increase nearly 150 percent between 2010 and 2040.[326] CREATE, the Chicago Region Environmental and Transportation Efficiency Program, comprises about 70 programs, including crossovers, overpasses and underpasses, that intend to significantly improve the speed of freight movements in the Chicago area.[327]
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Chicago is served by O'Hare International Airport, the world's busiest airport measured by airline operations,[328] on the far Northwest Side, and Midway International Airport on the Southwest Side. In 2005, O'Hare was the world's busiest airport by aircraft movements and the second-busiest by total passenger traffic.[329] Both O'Hare and Midway are owned and operated by the City of Chicago. Gary/Chicago International Airport and Chicago Rockford International Airport, located in Gary, Indiana and Rockford, Illinois, respectively, can serve as alternative Chicago area airports, however they do not offer as many commercial flights as O'Hare and Midway. In recent years the state of Illinois has been leaning towards building an entirely new airport in the Illinois suburbs of Chicago.[330] The City of Chicago is the world headquarters for United Airlines, the world's third-largest airline.
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The Port of Chicago consists of several major port facilities within the city of Chicago operated by the Illinois International Port District (formerly known as the Chicago Regional Port District). The central element of the Port District, Calumet Harbor, is maintained by the U.S. Army Corps of Engineers.[331]
|
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Electricity for most of northern Illinois is provided by Commonwealth Edison, also known as ComEd. Their service territory borders Iroquois County to the south, the Wisconsin border to the north, the Iowa border to the west and the Indiana border to the east. In northern Illinois, ComEd (a division of Exelon) operates the greatest number of nuclear generating plants in any US state. Because of this, ComEd reports indicate that Chicago receives about 75% of its electricity from nuclear power. Recently, the city began installing wind turbines on government buildings to promote renewable energy.[332][333][334]
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Natural gas is provided by Peoples Gas, a subsidiary of Integrys Energy Group, which is headquartered in Chicago.
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Domestic and industrial waste was once incinerated but it is now landfilled, mainly in the Calumet area. From 1995 to 2008, the city had a blue bag program to divert recyclable refuse from landfills.[335] Because of low participation in the blue bag programs, the city began a pilot program for blue bin recycling like other cities. This proved successful and blue bins were rolled out across the city.[336]
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The Illinois Medical District is on the Near West Side. It includes Rush University Medical Center, ranked as the second best hospital in the Chicago metropolitan area by U.S. News & World Report for 2014–16, the University of Illinois Medical Center at Chicago, Jesse Brown VA Hospital, and John H. Stroger Jr. Hospital of Cook County, one of the busiest trauma centers in the nation.[337]
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|
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Two of the country's premier academic medical centers reside in Chicago, including Northwestern Memorial Hospital and the University of Chicago Medical Center. The Chicago campus of Northwestern University includes the Feinberg School of Medicine; Northwestern Memorial Hospital, which is ranked as the best hospital in the Chicago metropolitan area by U.S. News & World Report for 2017–18;[338] the Shirley Ryan AbilityLab (formerly named the Rehabilitation Institute of Chicago), which is ranked the best U.S. rehabilitation hospital by U.S. News & World Report;[339] the new Prentice Women's Hospital; and Ann & Robert H. Lurie Children's Hospital of Chicago.
|
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|
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The University of Illinois College of Medicine at UIC is the second largest medical school in the United States (2,600 students including those at campuses in Peoria, Rockford and Urbana–Champaign).[340]
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In addition, the Chicago Medical School and Loyola University Chicago's Stritch School of Medicine are located in the suburbs of North Chicago and Maywood, respectively. The Midwestern University Chicago College of Osteopathic Medicine is in Downers Grove.
|
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|
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The American Medical Association, Accreditation Council for Graduate Medical Education, Accreditation Council for Continuing Medical Education, American Osteopathic Association, American Dental Association, Academy of General Dentistry, Academy of Nutrition and Dietetics, American Association of Nurse Anesthetists, American College of Surgeons, American Society for Clinical Pathology, American College of Healthcare Executives, the American Hospital Association and Blue Cross and Blue Shield Association are all based in Chicago.
|
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Chicago has 28 sister cities around the world.[341] Like Chicago, many of them are or were the second-most populous city or second-most influential city of their country, or they are the main city of a country that has had large numbers of immigrants settle in Chicago. These relationships have sought to promote economic, cultural, educational, and other ties.[342]
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To celebrate the sister cities, Chicago hosts a yearly festival in Daley Plaza, which features cultural acts and food tastings from the other cities.[341] In addition, the Chicago Sister Cities program hosts a number of delegation and formal exchanges.[341] In some cases, these exchanges have led to further informal collaborations, such as the academic relationship between the Buehler Center on Aging, Health & Society at the Feinberg School of Medicine of Northwestern University and the Institute of Gerontology of Ukraine (originally of the Soviet Union), that was originally established as part of the Chicago-Kiev sister cities program.[343]
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Sister cities[341]
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Former:
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Coordinates: 64°N 150°W / 64°N 150°W / 64; -150[1]
|
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Alaska (/əˈlæskə/ (listen); Aleut: Alax̂sxax̂; Inupiaq: Alaasikaq; Alutiiq: Alas'kaaq; Tlingit: Anáaski; Russian: Аля́ска, romanized: Alyáska) is a state located in the northwest extremity of the United States West Coast, just across the Bering Strait from Asia. An exclave of the U.S., it borders the Canadian province of British Columbia and territory of Yukon to the east and southeast and has a maritime border with Russia's Chukotka Autonomous Okrug to the west. To the north are the Chukchi and Beaufort seas of the Arctic Ocean, while the Pacific Ocean lies to the south and southwest.
|
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|
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Alaska is the largest U.S. state by area and the seventh-largest subnational division in the world. It is the third-least populous and the most sparsely populated state, but by far the continent's most populous territory located mostly north of the 60th parallel, with an estimated population of 738,432 as 2015—more than quadruple the combined populations of Northern Canada and Greenland.[4] Approximately half of Alaska's residents live within the Anchorage metropolitan area. The state capital of Juneau is the second-largest city in the United States by area, comprising more territory than the states of Rhode Island and Delaware.
|
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|
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Alaska was occupied by various indigenous peoples for thousands of years before the arrival of Europeans. The state is considered the entry point for the settlement of North America by way of the Bering land bridge. The Russians were the first Europeans to settle the area beginning in the 18th century, eventually establishing Russian America, which spanned most of the current state. The expense and difficulty of maintaining this distant possession prompted its sale to the U.S. in 1867 for US$7.2 million, or approximately two cents per acre ($4.74/km2). The area went through several administrative changes before becoming organized as a territory on May 11, 1912. It was admitted as the 49th state of the U.S. on January 3, 1959.[5]
|
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|
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While it has one of the smallest state economies in the country, Alaska's per capita income is among the highest, owing to a diversified economy dominated by fishing, natural gas, and oil, all of which it has in abundance. United States armed forces bases and tourism are also a significant part of the economy; more than half the state is federally owned public land, including a multitude of national forests, parks, and wildlife refuges.
|
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|
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+
Alaska's indigenous population is proportionally the highest of any U.S. state, at over 15 percent.[6] Close to two dozen native languages are spoken, and Alaskan Natives exercise considerable influence in local and state politics.
|
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|
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The name "Alaska" (Russian: Аля́ска, tr. Alyáska) was introduced in the Russian colonial period when it was used to refer to the Alaska Peninsula. It was derived from an Aleut-language idiom, which figuratively refers to the mainland. Literally, it means object to which the action of the sea is directed.[7][8][9]
|
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|
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Alaska is the northernmost and westernmost state in the United States and has the most easterly longitude in the United States because the Aleutian Islands extend into the Eastern Hemisphere.[10] Alaska is the only non-contiguous U.S. state on continental North America; about 500 miles (800 km) of British Columbia (Canada) separates Alaska from Washington. It is technically part of the continental U.S., but is sometimes not included in colloquial use; Alaska is not part of the contiguous U.S., often called "the Lower 48". The capital city, Juneau, is situated on the mainland of the North American continent but is not connected by road to the rest of the North American highway system.
|
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|
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The state is bordered by Canada's Yukon and British Columbia to the east (making it the only state to border a Canadian territory), the Gulf of Alaska and the Pacific Ocean to the south and southwest, the Bering Sea, Bering Strait, and Chukchi Sea to the west and the Arctic Ocean to the north. Alaska's territorial waters touch Russia's territorial waters in the Bering Strait, as the Russian Big Diomede Island and Alaskan Little Diomede Island are only 3 miles (4.8 km) apart. Alaska has a longer coastline than all the other U.S. states combined.[11]
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Alaska is the largest state in the United States by total area. At 663,268 square miles (1,717,856 km2) it is more than twice the size of Texas and—counting territorial waters—larger than Texas, California, and Montana combined. (Alaska is larger than all but 18 of the world's countries.)
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There are no officially defined borders demarcating the various regions of Alaska, but there are six widely accepted regions:
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The most populous region of Alaska, containing Anchorage, the Matanuska-Susitna Valley and the Kenai Peninsula. Rural, mostly unpopulated areas south of the Alaska Range and west of the Wrangell Mountains also fall within the definition of South Central, as do the Prince William Sound area and the communities of Cordova and Valdez.[12]
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Also referred to as the Panhandle or Inside Passage, this is the region of Alaska closest to the rest of the United States. As such, this was where most of the initial non-indigenous settlement occurred in the years following the Alaska Purchase. The region is dominated by the Alexander Archipelago as well as the Tongass National Forest, the largest national forest in the United States. It contains the state capital Juneau, the former capital Sitka, and Ketchikan, at one time Alaska's largest city.[13] The Alaska Marine Highway provides a vital surface transportation link throughout the area, as only three communities (Haines, Hyder and Skagway) enjoy direct connections to the contiguous North American road system.[14]
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The Interior is the largest region of Alaska; much of it is uninhabited wilderness. Fairbanks is the only large city in the region. Denali National Park and Preserve is located here. Denali is the highest mountain in North America.
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Southwest Alaska is a sparsely inhabited region stretching some 500 miles (800 km) inland from the Bering Sea. Most of the population lives along the coast. Kodiak Island is also located in Southwest. The massive Yukon–Kuskokwim Delta, one of the largest river deltas in the world, is here. Portions of the Alaska Peninsula are considered part of Southwest, with the remaining portions included with the Aleutian Islands (see below).
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The North Slope is mostly tundra peppered with small villages. The area is known for its massive reserves of crude oil, and contains both the National Petroleum Reserve–Alaska and the Prudhoe Bay Oil Field.[15] The city of Utqiagvik, formerly known as Barrow, is the northernmost city in the United States and is located here. The Northwest Arctic area, anchored by Kotzebue and also containing the Kobuk River valley, is often regarded as being part of this region. However, the respective Inupiat of the North Slope and of the Northwest Arctic seldom consider themselves to be one people.[citation needed]
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More than 300 small volcanic islands make up this chain, which stretches more than 1,200 miles (1,900 km) into the Pacific Ocean. Some of these islands fall in the Eastern Hemisphere, but the International Date Line was drawn west of 180° to keep the whole state, and thus the entire North American continent, within the same legal day. Two of the islands, Attu and Kiska, were occupied by Japanese forces during World War II.
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With its myriad islands, Alaska has nearly 34,000 miles (55,000 km) of tidal shoreline. The Aleutian Islands chain extends west from the southern tip of the Alaska Peninsula. Many active volcanoes are found in the Aleutians and in coastal regions. Unimak Island, for example, is home to Mount Shishaldin, which is an occasionally smoldering volcano that rises to 10,000 feet (3,000 m) above the North Pacific. It is the most perfect volcanic cone on Earth, even more symmetrical than Japan's Mount Fuji. The chain of volcanoes extends to Mount Spurr, west of Anchorage on the mainland. Geologists have identified Alaska as part of Wrangellia, a large region consisting of multiple states and Canadian provinces in the Pacific Northwest, which is actively undergoing continent building.
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One of the world's largest tides occurs in Turnagain Arm, just south of Anchorage, where tidal differences can be more than 35 feet (10.7 m).[16]
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Alaska has more than three million lakes.[17] Marshlands and wetland permafrost cover 188,320 square miles (487,700 km2) (mostly in northern, western and southwest flatlands). Glacier ice covers about 28,957 square miles (75,000 km2) of Alaska.[18] The Bering Glacier is the largest glacier in North America, covering 2,008 square miles (5,200 km2) alone.[19]
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According to an October 1998 report by the United States Bureau of Land Management, approximately 65% of Alaska is owned and managed by the U.S. federal government as public lands, including a multitude of national forests, national parks, and national wildlife refuges.[21] Of these, the Bureau of Land Management manages 87 million acres (35 million hectares), or 23.8% of the state. The Arctic National Wildlife Refuge is managed by the United States Fish and Wildlife Service. It is the world's largest wildlife refuge, comprising 16 million acres (6.5 million hectares).
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Of the remaining land area, the state of Alaska owns 101 million acres (41 million hectares), its entitlement under the Alaska Statehood Act. A portion of that acreage is occasionally ceded to organized boroughs, under the statutory provisions pertaining to newly formed boroughs. Smaller portions are set aside for rural subdivisions and other homesteading-related opportunities. These are not very popular due to the often remote and roadless locations. The University of Alaska, as a land grant university, also owns substantial acreage which it manages independently.
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Another 44 million acres (18 million hectares) are owned by 12 regional, and scores of local, Native corporations created under the Alaska Native Claims Settlement Act (ANCSA) of 1971. Regional Native corporation Doyon, Limited often promotes itself as the largest private landowner in Alaska in advertisements and other communications. Provisions of ANCSA allowing the corporations' land holdings to be sold on the open market starting in 1991 were repealed before they could take effect. Effectively, the corporations hold title (including subsurface title in many cases, a privilege denied to individual Alaskans) but cannot sell the land. Individual Native allotments can be and are sold on the open market, however.
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Various private interests own the remaining land, totaling about one percent of the state. Alaska is, by a large margin, the state with the smallest percentage of private land ownership when Native corporation holdings are excluded.
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The climate in Southeast Alaska is a mid-latitude oceanic climate (Köppen climate classification: Cfb) in the southern sections and a subarctic oceanic climate (Köppen Cfc) in the northern parts. On an annual basis, Southeast is both the wettest and warmest part of Alaska with milder temperatures in the winter and high precipitation throughout the year. Juneau averages over 50 in (130 cm) of precipitation a year, and Ketchikan averages over 150 in (380 cm).[22] This is also the only region in Alaska in which the average daytime high temperature is above freezing during the winter months.
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The climate of Anchorage and south central Alaska is mild by Alaskan standards due to the region's proximity to the seacoast. While the area gets less rain than southeast Alaska, it gets more snow, and days tend to be clearer. On average, Anchorage receives 16 in (41 cm) of precipitation a year, with around 75 in (190 cm) of snow, although there are areas in the south central which receive far more snow. It is a subarctic climate (Köppen: Dfc) due to its brief, cool summers.
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The climate of Western Alaska is determined in large part by the Bering Sea and the Gulf of Alaska. It is a subarctic oceanic climate in the southwest and a continental subarctic climate farther north. The temperature is somewhat moderate considering how far north the area is. This region has a tremendous amount of variety in precipitation. An area stretching from the northern side of the Seward Peninsula to the Kobuk River valley (i. e., the region around Kotzebue Sound) is technically a desert, with portions receiving less than 10 in (25 cm) of precipitation annually. On the other extreme, some locations between Dillingham and Bethel average around 100 in (250 cm) of precipitation.[23]
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The climate of the interior of Alaska is subarctic. Some of the highest and lowest temperatures in Alaska occur around the area near Fairbanks. The summers may have temperatures reaching into the 90s °F (the low-to-mid 30s °C), while in the winter, the temperature can fall below −60 °F (−51 °C). Precipitation is sparse in the Interior, often less than 10 in (25 cm) a year, but what precipitation falls in the winter tends to stay the entire winter.
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The highest and lowest recorded temperatures in Alaska are both in the Interior. The highest is 100 °F (38 °C) in Fort Yukon (which is just 8 mi or 13 km inside the arctic circle) on June 27, 1915,[24][25] making Alaska tied with Hawaii as the state with the lowest high temperature in the United States.[26][27] The lowest official Alaska temperature is −80 °F (−62 °C) in Prospect Creek on January 23, 1971,[24][25] one degree above the lowest temperature recorded in continental North America (in Snag, Yukon, Canada).[28]
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The climate in the extreme north of Alaska is Arctic (Köppen: ET) with long, very cold winters and short, cool summers. Even in July, the average low temperature in Utqiagvik is 34 °F (1 °C).[29] Precipitation is light in this part of Alaska, with many places averaging less than 10 in (25 cm) per year, mostly as snow which stays on the ground almost the entire year.
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Numerous indigenous peoples occupied Alaska for thousands of years before the arrival of European peoples to the area. Linguistic and DNA studies done here have provided evidence for the settlement of North America by way of the Bering land bridge.[31] At the Upward Sun River site in the Tanana River Valley in Alaska, remains of a six-week-old infant were found. The baby's DNA showed that she belonged to a population that was genetically separate from other native groups present elsewhere in the New World at the end of the Pleistocene. Ben Potter, the University of Alaska Fairbanks archaeologist who unearthed the remains at the Upward River Sun site in 2013, named this new group Ancient Beringians.[32] The Tlingit people developed a society with a matrilineal kinship system of property inheritance and descent in what is today Southeast Alaska, along with parts of British Columbia and the Yukon. Also in Southeast were the Haida, now well known for their unique arts. The Tsimshian people came to Alaska from British Columbia in 1887, when President Grover Cleveland, and later the U.S. Congress, granted them permission to settle on Annette Island and found the town of Metlakatla. All three of these peoples, as well as other indigenous peoples of the Pacific Northwest Coast, experienced smallpox outbreaks from the late 18th through the mid-19th century, with the most devastating epidemics occurring in the 1830s and 1860s, resulting in high fatalities and social disruption.[33]
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The Aleutian Islands are still home to the Aleut people's seafaring society, although they were the first Native Alaskans to be exploited by the Russians. Western and Southwestern Alaska are home to the Yup'ik, while their cousins the Alutiiq ~ Sugpiaq lived in what is now Southcentral Alaska. The Gwich'in people of the northern Interior region are Athabaskan and primarily known today for their dependence on the caribou within the much-contested Arctic National Wildlife Refuge. The North Slope and Little Diomede Island are occupied by the widespread Inupiat people.
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Some researchers believe the first Russian settlement in Alaska was established in the 17th century.[34] According to this hypothesis, in 1648 several koches of Semyon Dezhnyov's expedition came ashore in Alaska by storm and founded this settlement. This hypothesis is based on the testimony of Chukchi geographer Nikolai Daurkin, who had visited Alaska in 1764–1765 and who had reported on a village on the Kheuveren River, populated by "bearded men" who "pray to the icons". Some modern researchers associate Kheuveren with Koyuk River.[35]
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The first European vessel to reach Alaska is generally held to be the St. Gabriel under the authority of the surveyor M. S. Gvozdev and assistant navigator I. Fyodorov on August 21, 1732, during an expedition of Siberian cossak A. F. Shestakov and Russian explorer Dmitry Pavlutsky (1729–1735).[36]
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Another European contact with Alaska occurred in 1741, when Vitus Bering led an expedition for the Russian Navy aboard the St. Peter. After his crew returned to Russia with sea otter pelts judged to be the finest fur in the world, small associations of fur traders began to sail from the shores of Siberia toward the Aleutian Islands. The first permanent European settlement was founded in 1784.
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Between 1774 and 1800, Spain sent several expeditions to Alaska to assert its claim over the Pacific Northwest. In 1789 a Spanish settlement and fort were built in Nootka Sound. These expeditions gave names to places such as Valdez, Bucareli Sound, and Cordova. Later, the Russian-American Company carried out an expanded colonization program during the early-to-mid-19th century.
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Sitka, renamed New Archangel from 1804 to 1867, on Baranof Island in the Alexander Archipelago in what is now Southeast Alaska, became the capital of Russian America. It remained the capital after the colony was transferred to the United States. The Russians never fully colonized Alaska, and the colony was never very profitable. Evidence of Russian settlement in names and churches survive throughout southeast Alaska.
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William H. Seward, the United States Secretary of State, negotiated the Alaska Purchase (also known as Seward's Folly) with the Russians in 1867 for $7.2 million; the purchase was made on March 30, 1867. Six months later the commissioners arrived in Sitka and the formal transfer was arranged; the formal flag-raising took place at Fort Sitka on October 18, 1867. In the ceremony 250 uniformed U.S. soldiers marched to the governor's house at "Castle Hill", where the Russian troops lowered the Russian flag and the U.S. flag was raised. This event is celebrated as Alaska Day, a legal holiday on October 18.
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Alaska was loosely governed by the military initially, and was administered as a district starting in 1884, with a governor appointed by the President of the United States. A federal district court was headquartered in Sitka.
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For most of Alaska's first decade under the United States flag, Sitka was the only community inhabited by American settlers. They organized a "provisional city government", which was Alaska's first municipal government, but not in a legal sense.[37] Legislation allowing Alaskan communities to legally incorporate as cities did not come about until 1900, and home rule for cities was extremely limited or unavailable until statehood took effect in 1959.
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Starting in the 1890s and stretching in some places to the early 1910s, gold rushes in Alaska and the nearby Yukon Territory brought thousands of miners and settlers to Alaska. Alaska was officially incorporated as an organized territory in 1912. Alaska's capital, which had been in Sitka until 1906, was moved north to Juneau. Construction of the Alaska Governor's Mansion began that same year. European immigrants from Norway and Sweden also settled in southeast Alaska, where they entered the fishing and logging industries.
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During World War II, the Aleutian Islands Campaign focused on Attu, Agattu and Kiska, all which were occupied by the Empire of Japan.[38] During the Japanese occupation, a white American civilian and two United States Navy personnel were killed at Attu and Kiska respectively, and nearly a total of 50 Aleut civilians and eight sailors were interned in Japan. About half of the Aleuts died during the period of internment.[39] Unalaska/Dutch Harbor and Adak became significant bases for the United States Army, United States Army Air Forces and United States Navy. The United States Lend-Lease program involved flying American warplanes through Canada to Fairbanks and then Nome; Soviet pilots took possession of these aircraft, ferrying them to fight the German invasion of the Soviet Union. The construction of military bases contributed to the population growth of some Alaskan cities.
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Statehood for Alaska was an important cause of James Wickersham early in his tenure as a congressional delegate. Decades later, the statehood movement gained its first real momentum following a territorial referendum in 1946. The Alaska Statehood Committee and Alaska's Constitutional Convention would soon follow. Statehood supporters also found themselves fighting major battles against political foes, mostly in the U.S. Congress but also within Alaska. Statehood was approved by Congress on July 7, 1958. Alaska was officially proclaimed a state on January 3, 1959.
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In 1960, the Census Bureau reported Alaska's population as 77.2% White, 3% Black, and 18.8% American Indian and Alaska Native.[40]
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On March 27, 1964, the massive Good Friday earthquake killed 133 people and destroyed several villages and portions of large coastal communities, mainly by the resultant tsunamis and landslides. It was the second-most-powerful earthquake in recorded history, with a moment magnitude of 9.2 (more than a thousand times as powerful as the 1989 San Francisco earthquake).[citation needed] The time of day (5:36 pm), time of year (spring) and location of the epicenter were all cited as factors in potentially sparing thousands of lives, particularly in Anchorage.[by whom?]
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The 1968 discovery of oil at Prudhoe Bay and the 1977 completion of the Trans-Alaska Pipeline System led to an oil boom. Royalty revenues from oil have funded large state budgets from 1980 onward. That same year, not coincidentally, Alaska repealed its state income tax.
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In 1989, the Exxon Valdez hit a reef in the Prince William Sound, spilling more than 11 million U.S. gallons (42 megaliters) of crude oil over 1,100 miles (1,800 km) of coastline. Today, the battle between philosophies of development and conservation is seen in the contentious debate over oil drilling in the Arctic National Wildlife Refuge and the proposed Pebble Mine.
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The Alaska Heritage Resources Survey (AHRS) is a restricted inventory of all reported historic and prehistoric sites within the state of Alaska; it is maintained by the Office of History and Archaeology. The survey's inventory of cultural resources includes objects, structures, buildings, sites, districts, and travel ways, with a general provision that they are more than fifty years old. As of 31 January 2012[update], more than 35,000 sites have been reported.[41]
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The United States Census Bureau estimates that the population of Alaska was 731,545 on July 1, 2019, a 3.00% increase since the 2010 United States Census.[4]
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In 2010, Alaska ranked as the 47th state by population, ahead of North Dakota, Vermont, and Wyoming (and Washington, D.C.). Estimates show North Dakota ahead as of 2018[update].[43] Alaska is the least densely populated state, and one of the most sparsely populated areas in the world, at 1.2 inhabitants per square mile (0.46/km2), with the next state, Wyoming, at 5.8 inhabitants per square mile (2.2/km2).[44] Alaska is by far the largest U.S. state by area, and the tenth wealthiest (per capita income).[45] As of November 2014[update], the state's unemployment rate was 6.6%.[46]
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As of 2018[update], it is one of 14 U.S. states that still have only one telephone area code.[47]
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According to the 2010 United States Census, Alaska, had a population of 710,231. In terms of race and ethnicity, the state was 66.7% White (64.1% Non-Hispanic White), 14.8% American Indian and Alaska Native, 5.4% Asian, 3.3% Black or African American, 1.0% Native Hawaiian and Other Pacific Islander, 1.6% from Some Other Race, and 7.3% from Two or More Races. Hispanics or Latinos of any race made up 5.5% of the population.[48]
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As of 2011[update], 50.7% of Alaska's population younger than one year of age belonged to minority groups (i.e., did not have two parents of non-Hispanic white ancestry).[49]
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According to the 2011 American Community Survey, 83.4% of people over the age of five spoke only English at home. About 3.5% spoke Spanish at home, 2.2% spoke another Indo-European language, about 4.3% spoke an Asian language (including Tagalog),[53] and about 5.3% spoke other languages at home.[54]
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The Alaska Native Language Center at the University of Alaska Fairbanks claims that at least 20 Alaskan native languages exist and there are also some languages with different dialects.[55] Most of Alaska's native languages belong to either the Eskimo–Aleut or Na-Dene language families; however, some languages are thought to be isolates (e.g. Haida) or have not yet been classified (e.g. Tsimshianic).[55] As of 2014[update] nearly all of Alaska's native languages were classified as either threatened, shifting, moribund, nearly extinct, or dormant languages.[56]
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A total of 5.2% of Alaskans speak one of the state's 20 indigenous languages,[57] known locally as "native languages".
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In October 2014, the governor of Alaska signed a bill declaring the state's 20 indigenous languages to have official status.[58][59] This bill gave them symbolic recognition as official languages, though they have not been adopted for official use within the government. The 20 languages that were included in the bill are:
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According to statistics collected by the Association of Religion Data Archives from 2010, about 34% of Alaska residents were members of religious congregations. 100,960 people identified as Evangelical Protestants, 50,866 as Roman Catholic, and 32,550 as mainline Protestants.[60] Roughly 4% are Mormon, 0.5% are Jewish, 1% are Muslim, 0.5% are Buddhist, 0.2% are Bahá'í, and 0.5% are Hindu.[61] The largest religious denominations in Alaska as of 2010[update] were the Catholic Church with 50,866 adherents, non-denominational Evangelical Protestants with 38,070 adherents, The Church of Jesus Christ of Latter-day Saints with 32,170 adherents, and the Southern Baptist Convention with 19,891 adherents.[62] Alaska has been identified, along with Pacific Northwest states Washington and Oregon, as being the least religious states of the USA, in terms of church membership,[63][64]
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In 1795, the First Russian Orthodox Church was established in Kodiak. Intermarriage with Alaskan Natives helped the Russian immigrants integrate into society. As a result, an increasing number of Russian Orthodox churches gradually became established within Alaska.[65] Alaska also has the largest Quaker population (by percentage) of any state.[66] In 2009 there were 6,000 Jews in Alaska (for whom observance of halakha may pose special problems).[67] Alaskan Hindus often share venues and celebrations with members of other Asian religious communities, including Sikhs and Jains.[68][69][70] In 2010, Alaskan Hindus established the Sri Ganesha Temple of Alaska, making it the first Hindu Temple in Alaska and the northernmost Hindu Temple in the world. There are an estimated 2,000–3,000 Hindus in Alaska. The vast majority of Hindus live in Anchorage or Fairbanks.
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Estimates for the number of Muslims in Alaska range from 2,000 to 5,000.[71][72][73] The Islamic Community Center of Anchorage began efforts in the late 1990s to construct a mosque in Anchorage. They broke ground on a building in south Anchorage in 2010 and were nearing completion in late 2014. When completed, the mosque will be the first in the state and one of the northernmost mosques in the world.[74] There's also a Bahá'í Center.[75]
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-Total employment 2016
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-Number of employer establishments
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The 2018 gross state product was $55 billion, 48th in the nation. Its per capita personal income for 2018 was $73,000, ranking 7th in the nation. According to a 2013 study by Phoenix Marketing International, Alaska had the fifth-largest number of millionaires per capita in the United States, with a ratio of 6.75 percent.[78] The oil and gas industry dominates the Alaskan economy, with more than 80% of the state's revenues derived from petroleum extraction. Alaska's main export product (excluding oil and natural gas) is seafood, primarily salmon, cod, Pollock and crab.
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Agriculture represents a very small fraction of the Alaskan economy. Agricultural production is primarily for consumption within the state and includes nursery stock, dairy products, vegetables, and livestock. Manufacturing is limited, with most foodstuffs and general goods imported from elsewhere.
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Employment is primarily in government and industries such as natural resource extraction, shipping, and transportation. Military bases are a significant component of the economy in the Fairbanks North Star, Anchorage and Kodiak Island boroughs, as well as Kodiak. Federal subsidies are also an important part of the economy, allowing the state to keep taxes low. Its industrial outputs are crude petroleum, natural gas, coal, gold, precious metals, zinc and other mining, seafood processing, timber and wood products. There is also a growing service and tourism sector. Tourists have contributed to the economy by supporting local lodging.
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Alaska has vast energy resources, although its oil reserves have been largely depleted. Major oil and gas reserves were found in the Alaska North Slope (ANS) and Cook Inlet basins, but according to the Energy Information Administration, by February 2014 Alaska had fallen to fourth place in the nation in crude oil production after Texas, North Dakota, and California.[79][80] Prudhoe Bay on Alaska's North Slope is still the second highest-yielding oil field in the United States, typically producing about 400,000 barrels per day (64,000 m3/d), although by early 2014 North Dakota's Bakken Formation was producing over 900,000 barrels per day (140,000 m3/d).[81] Prudhoe Bay was the largest conventional oil field ever discovered in North America, but was much smaller than Canada's enormous Athabasca oil sands field, which by 2014 was producing about 1,500,000 barrels per day (240,000 m3/d) of unconventional oil, and had hundreds of years of producible reserves at that rate.[82]
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The Trans-Alaska Pipeline can transport and pump up to 2.1 million barrels (330,000 m3) of crude oil per day, more than any other crude oil pipeline in the United States. Additionally, substantial coal deposits are found in Alaska's bituminous, sub-bituminous, and lignite coal basins. The United States Geological Survey estimates that there are 85.4 trillion cubic feet (2,420 km3) of undiscovered, technically recoverable gas from natural gas hydrates on the Alaskan North Slope.[83] Alaska also offers some of the highest hydroelectric power potential in the country from its numerous rivers. Large swaths of the Alaskan coastline offer wind and geothermal energy potential as well.[84]
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Alaska's economy depends heavily on increasingly expensive diesel fuel for heating, transportation, electric power and light. Although wind and hydroelectric power are abundant and underdeveloped, proposals for statewide energy systems (e.g. with special low-cost electric interties) were judged uneconomical (at the time of the report, 2001) due to low (less than 50¢/gal) fuel prices, long distances and low population.[85] The cost of a gallon of gas in urban Alaska today is usually thirty to sixty cents higher than the national average; prices in rural areas are generally significantly higher but vary widely depending on transportation costs, seasonal usage peaks, nearby petroleum development infrastructure and many other factors.
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The Alaska Permanent Fund is a constitutionally authorized appropriation of oil revenues, established by voters in 1976 to manage a surplus in state petroleum revenues from oil, largely in anticipation of the then recently constructed Trans-Alaska Pipeline System. The fund was originally proposed by Governor Keith Miller on the eve of the 1969 Prudhoe Bay lease sale, out of fear that the legislature would spend the entire proceeds of the sale (which amounted to $900 million) at once. It was later championed by Governor Jay Hammond and Kenai state representative Hugh Malone. It has served as an attractive political prospect ever since, diverting revenues which would normally be deposited into the general fund.
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The Alaska Constitution was written so as to discourage dedicating state funds for a particular purpose. The Permanent Fund has become the rare exception to this, mostly due to the political climate of distrust existing during the time of its creation. From its initial principal of $734,000, the fund has grown to $50 billion as a result of oil royalties and capital investment programs.[86] Most if not all the principal is invested conservatively outside Alaska. This has led to frequent calls by Alaskan politicians for the Fund to make investments within Alaska, though such a stance has never gained momentum.
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Starting in 1982, dividends from the fund's annual growth have been paid out each year to eligible Alaskans, ranging from an initial $1,000 in 1982 (equal to three years' payout, as the distribution of payments was held up in a lawsuit over the distribution scheme) to $3,269 in 2008 (which included a one-time $1,200 "Resource Rebate"). Every year, the state legislature takes out 8% from the earnings, puts 3% back into the principal for inflation proofing, and the remaining 5% is distributed to all qualifying Alaskans. To qualify for the Permanent Fund Dividend, one must have lived in the state for a minimum of 12 months, maintain constant residency subject to allowable absences,[87] and not be subject to court judgments or criminal convictions which fall under various disqualifying classifications or may subject the payment amount to civil garnishment.
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The Permanent Fund is often considered to be one of the leading examples of a "Basic income" policy in the world.[88]
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The cost of goods in Alaska has long been higher than in the contiguous 48 states. Federal government employees, particularly United States Postal Service (USPS) workers and active-duty military members, receive a Cost of Living Allowance usually set at 25% of base pay because, while the cost of living has gone down, it is still one of the highest in the country.[citation needed]
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Rural Alaska suffers from extremely high prices for food and consumer goods compared to the rest of the country, due to the relatively limited transportation infrastructure.[citation needed]
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Due to the northern climate and short growing season, relatively little farming occurs in Alaska. Most farms are in either the Matanuska Valley, about 40 miles (64 km) northeast of Anchorage, or on the Kenai Peninsula, about 60 miles (97 km) southwest of Anchorage. The short 100-day growing season limits the crops that can be grown, but the long sunny summer days make for productive growing seasons. The primary crops are potatoes, carrots, lettuce, and cabbage.
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The Tanana Valley is another notable agricultural locus, especially the Delta Junction area, about 100 miles (160 km) southeast of Fairbanks, with a sizable concentration of farms growing agronomic crops; these farms mostly lie north and east of Fort Greely. This area was largely set aside and developed under a state program spearheaded by Hammond during his second term as governor. Delta-area crops consist predominantly of barley and hay. West of Fairbanks lies another concentration of small farms catering to restaurants, the hotel and tourist industry, and community-supported agriculture.
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Alaskan agriculture has experienced a surge in growth of market gardeners, small farms and farmers' markets in recent years, with the highest percentage increase (46%) in the nation in growth in farmers' markets in 2011, compared to 17% nationwide.[89] The peony industry has also taken off, as the growing season allows farmers to harvest during a gap in supply elsewhere in the world, thereby filling a niche in the flower market.[90]
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Alaska, with no counties, lacks county fairs. However, a small assortment of state and local fairs (with the Alaska State Fair in Palmer the largest), are held mostly in the late summer. The fairs are mostly located in communities with historic or current agricultural activity, and feature local farmers exhibiting produce in addition to more high-profile commercial activities such as carnival rides, concerts and food. "Alaska Grown" is used as an agricultural slogan.
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Alaska has an abundance of seafood, with the primary fisheries in the Bering Sea and the North Pacific. Seafood is one of the few food items that is often cheaper within the state than outside it. Many Alaskans take advantage of salmon seasons to harvest portions of their household diet while fishing for subsistence, as well as sport. This includes fish taken by hook, net or wheel.[91]
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Hunting for subsistence, primarily caribou, moose, and Dall sheep is still common in the state, particularly in remote Bush communities. An example of a traditional native food is Akutaq, the Eskimo ice cream, which can consist of reindeer fat, seal oil, dried fish meat and local berries.
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Alaska's reindeer herding is concentrated on Seward Peninsula, where wild caribou can be prevented from mingling and migrating with the domesticated reindeer.[92]
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Most food in Alaska is transported into the state from "Outside", and shipping costs make food in the cities relatively expensive. In rural areas, subsistence hunting and gathering is an essential activity because imported food is prohibitively expensive. Although most small towns and villages in Alaska lie along the coastline, the cost of importing food to remote villages can be high, because of the terrain and difficult road conditions, which change dramatically, due to varying climate and precipitation changes. The cost of transport can reach as high as 50¢ per pound ($1.10/kg) or more in some remote areas, during the most difficult times, if these locations can be reached at all during such inclement weather and terrain conditions. The cost of delivering a 1 US gallon (3.8 L) of milk is about $3.50 in many villages where per capita income can be $20,000 or less. Fuel cost per gallon is routinely twenty to thirty cents higher than the continental United States average, with only Hawaii having higher prices.[93][94]
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Alaska has few road connections compared to the rest of the U.S. The state's road system covers a relatively small area of the state, linking the central population centers and the Alaska Highway, the principal route out of the state through Canada. The state capital, Juneau, is not accessible by road, only a car ferry; this has spurred debate over decades about moving the capital to a city on the road system, or building a road connection from Haines. The western part of Alaska has no road system connecting the communities with the rest of Alaska.
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The Interstate Highways in Alaska consists of a total of 1082 miles. One unique feature of the Alaska Highway system is the Anton Anderson Memorial Tunnel, an active Alaska Railroad tunnel recently upgraded to provide a paved roadway link with the isolated community of Whittier on Prince William Sound to the Seward Highway about 50 miles (80 km) southeast of Anchorage at Portage. At 2.5 miles (4.0 km), the tunnel was the longest road tunnel in North America until 2007.[95] The tunnel is the longest combination road and rail tunnel in North America.
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Built around 1915, the Alaska Railroad (ARR) played a key role in the development of Alaska through the 20th century. It links north Pacific shipping through providing critical infrastructure with tracks that run from Seward to Interior Alaska by way of South Central Alaska, passing through Anchorage, Eklutna, Wasilla, Talkeetna, Denali, and Fairbanks, with spurs to Whittier, Palmer and North Pole. The cities, towns, villages, and region served by ARR tracks are known statewide as "The Railbelt". In recent years, the ever-improving paved highway system began to eclipse the railroad's importance in Alaska's economy.
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The railroad played a vital role in Alaska's development, moving freight into Alaska while transporting natural resources southward (i.e., coal from the Usibelli coal mine near Healy to Seward and gravel from the Matanuska Valley to Anchorage). It is well known for its summertime tour passenger service.
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The Alaska Railroad was one of the last railroads in North America to use cabooses in regular service and still uses them on some gravel trains. It continues to offer one of the last flag stop routes in the country. A stretch of about 60 miles (100 km) of track along an area north of Talkeetna remains inaccessible by road; the railroad provides the only transportation to rural homes and cabins in the area. Until construction of the Parks Highway in the 1970s, the railroad provided the only land access to most of the region along its entire route.
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In northern Southeast Alaska, the White Pass and Yukon Route also partly runs through the state from Skagway northwards into Canada (British Columbia and Yukon Territory), crossing the border at White Pass Summit. This line is now mainly used by tourists, often arriving by cruise liner at Skagway. It was featured in the 1983 BBC television series Great Little Railways.
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The Alaska Rail network is not connected to Outside. (The nearest link to the North American railway network is the northwest terminus of the Canadian National Railway at Prince Rupert, British Columbia, several hundred miles to the southeast.) In 2000, the U.S. Congress authorized $6 million to study the feasibility of a rail link between Alaska, Canada, and the lower 48.[96][97][98]
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Alaska Rail Marine provides car float service between Whittier and Seattle.
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Many cities, towns and villages in the state do not have road or highway access; the only modes of access involve travel by air, river, or the sea.
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Alaska's well-developed state-owned ferry system (known as the Alaska Marine Highway) serves the cities of southeast, the Gulf Coast and the Alaska Peninsula. The ferries transport vehicles as well as passengers. The system also operates a ferry service from Bellingham, Washington and Prince Rupert, British Columbia, in Canada through the Inside Passage to Skagway. The Inter-Island Ferry Authority also serves as an important marine link for many communities in the Prince of Wales Island region of Southeast and works in concert with the Alaska Marine Highway.
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In recent years, cruise lines have created a summertime tourism market, mainly connecting the Pacific Northwest to Southeast Alaska and, to a lesser degree, towns along Alaska's gulf coast. The population of Ketchikan for example fluctuates dramatically on many days—up to four large cruise ships can dock there at the same time.
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Cities not served by road, sea, or river can be reached only by air, foot, dogsled, or snowmachine, accounting for Alaska's extremely well developed bush air services—an Alaskan novelty. Anchorage and, to a lesser extent Fairbanks, is served by many major airlines. Because of limited highway access, air travel remains the most efficient form of transportation in and out of the state. Anchorage recently completed extensive remodeling and construction at Ted Stevens Anchorage International Airport to help accommodate the upsurge in tourism (in 2012–2013, Alaska received almost two million visitors).[99]
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Regular flights to most villages and towns within the state that are commercially viable are challenging to provide, so they are heavily subsidized by the federal government through the Essential Air Service program. Alaska Airlines is the only major airline offering in-state travel with jet service (sometimes in combination cargo and passenger Boeing 737-400s) from Anchorage and Fairbanks to regional hubs like Bethel, Nome, Kotzebue, Dillingham, Kodiak, and other larger communities as well as to major Southeast and Alaska Peninsula communities.
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The bulk of remaining commercial flight offerings come from small regional commuter airlines such as Ravn Alaska, PenAir, and Frontier Flying Service. The smallest towns and villages must rely on scheduled or chartered bush flying services using general aviation aircraft such as the Cessna Caravan, the most popular aircraft in use in the state. Much of this service can be attributed to the Alaska bypass mail program which subsidizes bulk mail delivery to Alaskan rural communities. The program requires 70% of that subsidy to go to carriers who offer passenger service to the communities.
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Many communities have small air taxi services. These operations originated from the demand for customized transport to remote areas. Perhaps the most quintessentially Alaskan plane is the bush seaplane. The world's busiest seaplane base is Lake Hood, located next to Ted Stevens Anchorage International Airport, where flights bound for remote villages without an airstrip carry passengers, cargo, and many items from stores and warehouse clubs. In 2006 Alaska had the highest number of pilots per capita of any U.S. state.[100]
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Another Alaskan transportation method is the dogsled. In modern times (that is, any time after the mid-late 1920s), dog mushing is more of a sport than a true means of transportation. Various races are held around the state, but the best known is the Iditarod Trail Sled Dog Race, a 1,150-mile (1,850 km) trail from Anchorage to Nome (although the distance varies from year to year, the official distance is set at 1,049 miles or 1,688 km). The race commemorates the famous 1925 serum run to Nome in which mushers and dogs like Togo and Balto took much-needed medicine to the diphtheria-stricken community of Nome when all other means of transportation had failed. Mushers from all over the world come to Anchorage each March to compete for cash, prizes, and prestige. The "Serum Run" is another sled dog race that more accurately follows the route of the famous 1925 relay, leaving from the community of Nenana (southwest of Fairbanks) to Nome.[101]
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In areas not served by road or rail, primary transportation in summer is by all-terrain vehicle and in winter by snowmobile or "snow machine", as it is commonly referred to in Alaska.[102]
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Alaska's internet and other data transport systems are provided largely through the two major telecommunications companies: GCI and Alaska Communications. GCI owns and operates what it calls the Alaska United Fiber Optic system[103] and as of late 2011 Alaska Communications advertised that it has "two fiber optic paths to the lower 48 and two more across Alaska.[104] In January 2011, it was reported that a $1 billion project to connect Asia and rural Alaska was being planned, aided in part by $350 million in stimulus from the federal government.[105]
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Like all other U.S. states, Alaska is governed as a republic, with three branches of government: an executive branch consisting of the governor of Alaska and his or her appointees which head executive departments; a legislative branch consisting of the Alaska House of Representatives and Alaska Senate; and a judicial branch consisting of the Alaska Supreme Court and lower courts.
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The state of Alaska employs approximately 16,000 people statewide.[106]
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The Alaska Legislature consists of a 40-member House of Representatives and a 20-member Senate. Senators serve four-year terms and House members two. The governor of Alaska serves four-year terms. The lieutenant governor runs separately from the governor in the primaries, but during the general election, the nominee for governor and nominee for lieutenant governor run together on the same ticket.
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Alaska's court system has four levels: the Alaska Supreme Court, the Alaska Court of Appeals, the superior courts and the district courts.[107] The superior and district courts are trial courts. Superior courts are courts of general jurisdiction, while district courts hear only certain types of cases, including misdemeanor criminal cases and civil cases valued up to $100,000.[107]
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The Supreme Court and the Court of Appeals are appellate courts. The Court of Appeals is required to hear appeals from certain lower-court decisions, including those regarding criminal prosecutions, juvenile delinquency, and habeas corpus.[107] The Supreme Court hears civil appeals and may in its discretion hear criminal appeals.[107]
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Although in its early years of statehood Alaska was a Democratic state, since the early 1970s it has been characterized as Republican-leaning.[109] Local political communities have often worked on issues related to land use development, fishing, tourism, and individual rights. Alaska Natives, while organized in and around their communities, have been active within the Native corporations. These have been given ownership over large tracts of land, which require stewardship.
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Alaska was formerly the only state in which possession of one ounce or less of marijuana in one's home was completely legal under state law, though the federal law remains in force.[110]
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The state has an independence movement favoring a vote on secession from the United States, with the Alaskan Independence Party.[111]
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Six Republicans and four Democrats have served as governor of Alaska. In addition, Republican governor Wally Hickel was elected to the office for a second term in 1990 after leaving the Republican party and briefly joining the Alaskan Independence Party ticket just long enough to be reelected. He officially rejoined the Republican party in 1994.
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Alaska's voter initiative making marijuana legal took effect on February 24, 2015, placing Alaska alongside Colorado and Washington as the first three U.S. states where recreational marijuana is legal. The new law means people over 21 can consume small amounts of pot—if they can find it. (It is still illegal to sell.)[112] The first legal marijuana store opened in Valdez in October 2016.[113]
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To finance state government operations, Alaska depends primarily on petroleum revenues and federal subsidies. This allows it to have the lowest individual tax burden in the United States.[114] It is one of five states with no sales tax, one of seven states with no individual income tax, and -- along with New Hampshire -- one of two that has neither.[115] The Department of Revenue Tax Division[116] reports regularly on the state's revenue sources. The Department also issues an annual summary of its operations, including new state laws that directly affect the tax division.
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While Alaska has no state sales tax, 89 municipalities collect a local sales tax, from 1.0–7.5%, typically 3–5%. Other local taxes levied include raw fish taxes, hotel, motel, and bed-and-breakfast 'bed' taxes, severance taxes, liquor and tobacco taxes, gaming (pull tabs) taxes, tire taxes and fuel transfer taxes. A part of the revenue collected from certain state taxes and license fees (such as petroleum, aviation motor fuel, telephone cooperative) is shared with municipalities in Alaska.
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Fairbanks has one of the highest property taxes in the state as no sales or income taxes are assessed in the Fairbanks North Star Borough (FNSB). A sales tax for the FNSB has been voted on many times, but has yet to be approved, leading lawmakers to increase taxes dramatically on goods such as liquor and tobacco.
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In 2014 the Tax Foundation ranked Alaska as having the fourth most "business friendly" tax policy, behind only Wyoming, South Dakota, and Nevada.[117]
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Alaska regularly supports Republicans in presidential elections and has done so since statehood. Republicans have won the state's electoral college votes in all but one election that it has participated in (1964). No state has voted for a Democratic presidential candidate fewer times. Alaska was carried by Democratic nominee Lyndon B. Johnson during his landslide election in 1964, while the 1960 and 1968 elections were close. Since 1972, however, Republicans have carried the state by large margins. In 2008, Republican John McCain defeated Democrat Barack Obama in Alaska, 59.49% to 37.83%. McCain's running mate was Sarah Palin, the state's governor and the first Alaskan on a major party ticket. Obama lost Alaska again in 2012, but he captured 40% of the state's vote in that election, making him the first Democrat to do so since 1968.
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The Alaska Bush, central Juneau, midtown and downtown Anchorage, and the areas surrounding the University of Alaska Fairbanks campus and Ester have been strongholds of the Democratic Party. The Matanuska-Susitna Borough, the majority of Fairbanks (including North Pole and the military base), and South Anchorage typically have the strongest Republican showing. As of 2004[update], well over half of all registered voters have chosen "non-partisan" or "undeclared" as their affiliation,[118] despite recent attempts to close primaries to unaffiliated voters.
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Because of its population relative to other U.S. states, Alaska has only one member in the U.S. House of Representatives. This seat is held by Republican Don Young, who was re-elected to his 21st consecutive term in 2012. Alaska's at-large congressional district is one of the largest parliamentary constituencies in the world by area.
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In 2008, Governor Sarah Palin became the first Republican woman to run on a national ticket when she became John McCain's running mate. She continued to be a prominent national figure even after resigning from the governor's job in July 2009.[120]
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Alaska's United States senators belong to Class 2 and Class 3. In 2008, Democrat Mark Begich, mayor of Anchorage, defeated long-time Republican senator Ted Stevens. Stevens had been convicted on seven felony counts of failing to report gifts on Senate financial discloser forms one week before the election. The conviction was set aside in April 2009 after evidence of prosecutorial misconduct emerged.
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Republican Frank Murkowski held the state's other senatorial position. After being elected governor in 2002, he resigned from the Senate and appointed his daughter, State representative Lisa Murkowski, as his successor. She won full six-year terms in 2004, 2010 and 2016.
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Mike Dunleavy, Governor
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Lisa Murkowski, senior United States Senator
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Dan Sullivan, junior United States Senator
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Don Young, United States Representative
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Alaska is not divided into counties, as most of the other U.S. states, but it is divided into boroughs.[121] Many of the more densely populated parts of the state are part of Alaska's 16 boroughs, which function somewhat similarly to counties in other states. However, unlike county-equivalents in the other 49 states, the boroughs do not cover the entire land area of the state. The area not part of any borough is referred to as the Unorganized Borough.
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The Unorganized Borough has no government of its own, but the U.S. Census Bureau in cooperation with the state divided the Unorganized Borough into 11 census areas solely for the purposes of statistical analysis and presentation.[citation needed] A recording district is a mechanism for administration of the public record in Alaska. The state is divided into 34 recording districts which are centrally administered under a State Recorder. All recording districts use the same acceptance criteria, fee schedule, etc., for accepting documents into the public record.[citation needed]
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Whereas many U.S. states use a three-tiered system of decentralization—state/county/township—most of Alaska uses only two tiers—state/borough. Owing to the low population density, most of the land is located in the Unorganized Borough. As the name implies, it has no intermediate borough government but is administered directly by the state government. In 2000, 57.71% of Alaska's area has this status, with 13.05% of the population.[122]
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Anchorage merged the city government with the Greater Anchorage Area Borough in 1975 to form the Municipality of Anchorage, containing the city proper and the communities of Eagle River, Chugiak, Peters Creek, Girdwood, Bird, and Indian. Fairbanks has a separate borough (the Fairbanks North Star Borough) and municipality (the City of Fairbanks).[citation needed]
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The state's most populous city is Anchorage, home to 278,700 people in 2006, 225,744 of whom live in the urbanized area. The richest location in Alaska by per capita income is Halibut Cove ($89,895).[citation needed] Yakutat City, Sitka, Juneau, and Anchorage are the four largest cities in the U.S. by area.
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As reflected in the 2010 United States Census, Alaska has a total of 355 incorporated cities and census-designated places (CDPs).[citation needed] The tally of cities includes four unified municipalities, essentially the equivalent of a consolidated city–county. The majority of these communities are located in the rural expanse of Alaska known as "The Bush" and are unconnected to the contiguous North American road network. The table at the bottom of this section lists the 100 largest cities and census-designated places in Alaska, in population order.
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Of Alaska's 2010 Census population figure of 710,231, 20,429 people, or 2.88% of the population, did not live in an incorporated city or census-designated place. Approximately three-quarters of that figure were people who live in urban and suburban neighborhoods on the outskirts of the city limits of Ketchikan, Kodiak, Palmer and Wasilla.[citation needed] CDPs have not been established for these areas by the United States Census Bureau, except that seven CDPs were established for the Ketchikan-area neighborhoods in the 1980 Census (Clover Pass, Herring Cove, Ketchikan East, Mountain Point, North Tongass Highway, Pennock Island and Saxman East), but have not been used since. The remaining population was scattered throughout Alaska, both within organized boroughs and in the Unorganized Borough, in largely remote areas.[citation needed]
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The Alaska Department of Education and Early Development administers many school districts in Alaska. In addition, the state operates a boarding school, Mt. Edgecumbe High School in Sitka, and provides partial funding for other boarding schools, including Nenana Student Living Center in Nenana and The Galena Interior Learning Academy in Galena.[123]
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There are more than a dozen colleges and universities in Alaska. Accredited universities in Alaska include the University of Alaska Anchorage, University of Alaska Fairbanks, University of Alaska Southeast, and Alaska Pacific University.[124] Alaska is the only state that has no institutions that are part of NCAA Division I.
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The Alaska Department of Labor and Workforce Development operates AVTEC, Alaska's Institute of Technology.[125] Campuses in Seward and Anchorage offer one-week to 11-month training programs in areas as diverse as Information Technology, Welding, Nursing, and Mechanics.
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Alaska has had a problem with a "brain drain". Many of its young people, including most of the highest academic achievers, leave the state after high school graduation and do not return. As of 2013[update], Alaska did not have a law school or medical school.[126] The University of Alaska has attempted to combat this by offering partial four-year scholarships to the top 10% of Alaska high school graduates, via the Alaska Scholars Program.[127]
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The Alaska State Troopers are Alaska's statewide police force. They have a long and storied history, but were not an official organization until 1941. Before the force was officially organized, law enforcement in Alaska was handled by various federal agencies. Larger towns usually have their own local police and some villages rely on "Public Safety Officers" who have police training but do not carry firearms. In much of the state, the troopers serve as the only police force available. In addition to enforcing traffic and criminal law, wildlife Troopers enforce hunting and fishing regulations. Due to the varied terrain and wide scope of the Troopers' duties, they employ a wide variety of land, air, and water patrol vehicles.
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Many rural communities in Alaska are considered "dry", having outlawed the importation of alcoholic beverages.[128] Suicide rates for rural residents are higher than urban.[129]
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Domestic abuse and other violent crimes are also at high levels in the state; this is in part linked to alcohol abuse.[130] Alaska has the highest rate of sexual assault in the nation, especially in rural areas. The average age of sexually assaulted victims is 16 years old. In four out of five cases, the suspects were relatives, friends or acquaintances.[131]
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Some of Alaska's popular annual events are the Iditarod Trail Sled Dog Race from Anchorage to Nome, World Ice Art Championships in Fairbanks, the Blueberry Festival and Alaska Hummingbird Festival in Ketchikan, the Sitka Whale Fest, and the Stikine River Garnet Fest in Wrangell. The Stikine River attracts the largest springtime concentration of American bald eagles in the world.
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The Alaska Native Heritage Center celebrates the rich heritage of Alaska's 11 cultural groups. Their purpose is to encourage cross-cultural exchanges among all people and enhance self-esteem among Native people. The Alaska Native Arts Foundation promotes and markets Native art from all regions and cultures in the State, using the internet.[132]
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Influences on music in Alaska include the traditional music of Alaska Natives as well as folk music brought by later immigrants from Russia and Europe. Prominent musicians from Alaska include singer Jewel, traditional Aleut flautist Mary Youngblood, folk singer-songwriter Libby Roderick, Christian music singer-songwriter Lincoln Brewster, metal/post hardcore band 36 Crazyfists and the groups Pamyua and Portugal. The Man.
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There are many established music festivals in Alaska, including the Alaska Folk Festival, the Fairbanks Summer Arts Festival, the Anchorage Folk Festival, the Athabascan Old-Time Fiddling Festival, the Sitka Jazz Festival, and the Sitka Summer Music Festival. The most prominent orchestra in Alaska is the Anchorage Symphony Orchestra, though the Fairbanks Symphony Orchestra and Juneau Symphony are also notable. The Anchorage Opera is currently the state's only professional opera company, though there are several volunteer and semi-professional organizations in the state as well.
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The official state song of Alaska is "Alaska's Flag", which was adopted in 1955; it celebrates the flag of Alaska.
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Alaska's first independent picture entirely made in Alaska was The Chechahcos, produced by Alaskan businessman Austin E. Lathrop and filmed in and around Anchorage. Released in 1924 by the Alaska Moving Picture Corporation, it was the only film the company made.
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One of the most prominent movies filmed in Alaska is MGM's Eskimo/Mala The Magnificent, starring Alaska Native Ray Mala. In 1932 an expedition set out from MGM's studios in Hollywood to Alaska to film what was then billed as "The Biggest Picture Ever Made". Upon arriving in Alaska, they set up "Camp Hollywood" in Northwest Alaska, where they lived during the duration of the filming. Louis B. Mayer spared no expense in spite of the remote location, going so far as to hire the chef from the Hotel Roosevelt in Hollywood to prepare meals.
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When Eskimo premiered at the Astor Theatre in New York City, the studio received the largest amount of feedback in its history. Eskimo was critically acclaimed and released worldwide; as a result, Mala became an international movie star. Eskimo won the first Oscar for Best Film Editing at the Academy Awards, and showcased and preserved aspects of Inupiat culture on film.
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The 1983 Disney movie Never Cry Wolf was at least partially shot in Alaska. The 1991 film White Fang, based on Jack London's novel and starring Ethan Hawke, was filmed in and around Haines. Steven Seagal's 1994 On Deadly Ground, starring Michael Caine, was filmed in part at the Worthington Glacier near Valdez.[133] The 1999 John Sayles film Limbo, starring David Strathairn, Mary Elizabeth Mastrantonio, and Kris Kristofferson, was filmed in Juneau.
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The psychological thriller Insomnia, starring Al Pacino and Robin Williams, was shot in Canada, but was set in Alaska. The 2007 film directed by Sean Penn, Into The Wild, was partially filmed and set in Alaska. The film, which is based on the novel of the same name, follows the adventures of Christopher McCandless, who died in a remote abandoned bus along the Stampede Trail west of Healy in 1992.
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Many films and television shows set in Alaska are not filmed there; for example, Northern Exposure, set in the fictional town of Cicely, Alaska, was filmed in Roslyn, Washington. The 2007 horror feature 30 Days of Night is set in Barrow, Alaska[note 1], but was filmed in New Zealand.
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Many reality television shows are filmed in Alaska. In 2011 the Anchorage Daily News found ten set in the state.[134]
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Chica Vampiro (Vampire Girl) is a Colombian teen telenovela produced by RCN Television. It is an original story written by Argentinian Marcela Citterio [es], whose work has included Amor en Custodia, Patito Feo, Braveheart, and Aurora, among others. It follows the adventures of the young vampire Daisy O'Brian, played by Greeicy Rendón. Throughout Latin America, the series is broadcast by Nickelodeon Latin America.
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According to KidScreen Magazine, as of February 2014, Chica Vampiro was the most viewed program among children and teens between the ages of 4 and 17 in Colombia.[1] On September 2019, RCN Televisión announced that Chica Vampiro would be available on Netflix.[2][3]
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The series follows the life of Daisy O'Brian (Greeicy Rendón), an otherwise ordinary teenaged girl born into a family of vampires, who maintain a family tradition of offering the vampire curse to its members on their 16th birthday: Daisy, who had long made up her mind to remain mortal, is hit by a truck on that very day.[4] When doctors inform her family that Daisy will die of her injuries, her parents Ana (Jacqueline Arenal) and Ulises (Juan Pablo Obregón) decide to bite her, turning her into a vampire and saving her life.[5]
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With vampirism thrust upon her against her will, Daisy is forced to hide her true nature from mortals and learn to live between two worlds: the mortal realm, where she attends school and attempts to pursue her dream of being a singer, and the Vampire World (Mundo Vampiro in the series), where she must attend vampire school, to learn how to deal with her new condition. Daisy must also deal with her feelings for her neighbor Max de la Torre (Santiago Talledo), for whom she intended to remain mortal, and with the feelings of vampire Mirco Vladimoff (Eduardo Pérez), who believes Daisy is his prophesized true love.[4]
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Throughout the series, the O'Brian family also faces conflict from other sources, such as mortals attempting to unmask them and feuds with other vampire families.
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His power: Hypnosis.[citation needed]
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Her power: telekinesis.[citation needed]
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Her power: read the thoughts of others.[citation needed]
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His power: turn into any object.[citation needed]
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She has the power to walk through walls.[citation needed]
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Her power - can make a person say the truth when she touches them.
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Her power: can leave humans and vampires on pause, like statues, and is learning to turn back time.[citation needed]
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Her power: make people fall asleep instantly.[citation needed]
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His superpower is to enter another's body like that.[citation needed]
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en/1061.html.txt
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Chica Vampiro (Vampire Girl) is a Colombian teen telenovela produced by RCN Television. It is an original story written by Argentinian Marcela Citterio [es], whose work has included Amor en Custodia, Patito Feo, Braveheart, and Aurora, among others. It follows the adventures of the young vampire Daisy O'Brian, played by Greeicy Rendón. Throughout Latin America, the series is broadcast by Nickelodeon Latin America.
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2 |
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According to KidScreen Magazine, as of February 2014, Chica Vampiro was the most viewed program among children and teens between the ages of 4 and 17 in Colombia.[1] On September 2019, RCN Televisión announced that Chica Vampiro would be available on Netflix.[2][3]
|
3 |
+
|
4 |
+
The series follows the life of Daisy O'Brian (Greeicy Rendón), an otherwise ordinary teenaged girl born into a family of vampires, who maintain a family tradition of offering the vampire curse to its members on their 16th birthday: Daisy, who had long made up her mind to remain mortal, is hit by a truck on that very day.[4] When doctors inform her family that Daisy will die of her injuries, her parents Ana (Jacqueline Arenal) and Ulises (Juan Pablo Obregón) decide to bite her, turning her into a vampire and saving her life.[5]
|
5 |
+
|
6 |
+
With vampirism thrust upon her against her will, Daisy is forced to hide her true nature from mortals and learn to live between two worlds: the mortal realm, where she attends school and attempts to pursue her dream of being a singer, and the Vampire World (Mundo Vampiro in the series), where she must attend vampire school, to learn how to deal with her new condition. Daisy must also deal with her feelings for her neighbor Max de la Torre (Santiago Talledo), for whom she intended to remain mortal, and with the feelings of vampire Mirco Vladimoff (Eduardo Pérez), who believes Daisy is his prophesized true love.[4]
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Throughout the series, the O'Brian family also faces conflict from other sources, such as mortals attempting to unmask them and feuds with other vampire families.
|
9 |
+
|
10 |
+
His power: Hypnosis.[citation needed]
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+
|
12 |
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Her power: telekinesis.[citation needed]
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13 |
+
|
14 |
+
Her power: read the thoughts of others.[citation needed]
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15 |
+
|
16 |
+
His power: turn into any object.[citation needed]
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+
|
18 |
+
She has the power to walk through walls.[citation needed]
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19 |
+
|
20 |
+
Her power - can make a person say the truth when she touches them.
|
21 |
+
|
22 |
+
Her power: can leave humans and vampires on pause, like statues, and is learning to turn back time.[citation needed]
|
23 |
+
|
24 |
+
Her power: make people fall asleep instantly.[citation needed]
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His superpower is to enter another's body like that.[citation needed]
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en/1062.html.txt
ADDED
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|
1 |
+
|
2 |
+
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3 |
+
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4 |
+
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5 |
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Canis familiaris Linnaeus, 1758[2][3]
|
6 |
+
|
7 |
+
aegyptius Linnaeus, 1758,
|
8 |
+
alco C. E. H. Smith, 1839,
|
9 |
+
americanus Gmelin, 1792,
|
10 |
+
anglicus Gmelin, 1792,
|
11 |
+
antarcticus Gmelin, 1792,
|
12 |
+
aprinus Gmelin, 1792,
|
13 |
+
aquaticus Linnaeus, 1758,
|
14 |
+
aquatilis Gmelin, 1792,
|
15 |
+
avicularis Gmelin, 1792,
|
16 |
+
borealis C. E. H. Smith, 1839,
|
17 |
+
brevipilis Gmelin, 1792,
|
18 |
+
cursorius Gmelin, 1792,
|
19 |
+
domesticus Linnaeus, 1758,
|
20 |
+
extrarius Gmelin, 1792,
|
21 |
+
ferus C. E. H. Smith, 1839,
|
22 |
+
fricator Gmelin, 1792,
|
23 |
+
fricatrix Linnaeus, 1758,
|
24 |
+
fuillus Gmelin, 1792,
|
25 |
+
gallicus Gmelin, 1792,
|
26 |
+
glaucus C. E. H. Smith, 1839,
|
27 |
+
graius Linnaeus, 1758,
|
28 |
+
grajus Gmelin, 1792,
|
29 |
+
hagenbecki Krumbiegel, 1950,
|
30 |
+
haitensis C. E. H. Smith, 1839,
|
31 |
+
hibernicus Gmelin, 1792,
|
32 |
+
hirsutus Gmelin, 1792,
|
33 |
+
hybridus Gmelin, 1792,
|
34 |
+
islandicus Gmelin, 1792,
|
35 |
+
italicus Gmelin, 1792,
|
36 |
+
laniarius Gmelin, 1792,
|
37 |
+
leoninus Gmelin, 1792,
|
38 |
+
leporarius C. E. H. Smith, 1839,
|
39 |
+
major Gmelin, 1792,
|
40 |
+
mastinus Linnaeus, 1758,
|
41 |
+
melitacus Gmelin, 1792,
|
42 |
+
melitaeus Linnaeus, 1758,
|
43 |
+
minor Gmelin, 1792,
|
44 |
+
molossus Gmelin, 1792,
|
45 |
+
mustelinus Linnaeus, 1758,
|
46 |
+
obesus Gmelin, 1792,
|
47 |
+
orientalis Gmelin, 1792,
|
48 |
+
pacificus C. E. H. Smith, 1839,
|
49 |
+
plancus Gmelin, 1792,
|
50 |
+
pomeranus Gmelin, 1792,
|
51 |
+
sagaces C. E. H. Smith, 1839,
|
52 |
+
sanguinarius C. E. H. Smith, 1839,
|
53 |
+
sagax Linnaeus, 1758,
|
54 |
+
scoticus Gmelin, 1792,
|
55 |
+
sibiricus Gmelin, 1792,
|
56 |
+
suillus C. E. H. Smith, 1839,
|
57 |
+
terraenovae C. E. H. Smith, 1839,
|
58 |
+
terrarius C. E. H. Smith, 1839,
|
59 |
+
turcicus Gmelin, 1792,
|
60 |
+
urcani C. E. H. Smith, 1839,
|
61 |
+
variegatus Gmelin, 1792,
|
62 |
+
venaticus Gmelin, 1792,
|
63 |
+
vertegus Gmelin, 1792[4]
|
64 |
+
|
65 |
+
The dog (Canis familiaris when considered a distinct species or Canis lupus familiaris when considered a subspecies of the wolf)[5] is a domesticated carnivoran of the family Canidae. It is part of the wolf-like canids,[6] and is the most widely abundant terrestrial carnivore.[7][8][9][10][11] The dog and the extant gray wolf are sister taxa as modern wolves are not closely related to the wolves that were first domesticated, [12][13][14] which implies that the direct ancestor of the dog is extinct.[15] The dog was the first species to be domesticated,[14][16] and has been selectively bred over millennia for various behaviors, sensory capabilities, and physical attributes.[17]
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|
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Their long association with humans has led dogs to be uniquely attuned to human behavior[18] and they are able to thrive on a starch-rich diet that would be inadequate for other canids.[19] Dogs vary widely in shape, size and colors.[20] They perform many roles for humans, such as hunting, herding, pulling loads, protection, assisting police and military, companionship and, more recently, aiding disabled people and therapeutic roles. This influence on human society has given them the sobriquet of "man's best friend".
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|
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In 1758, the Swedish botanist and zoologist Carl Linnaeus published in his Systema Naturae the binomial nomenclature – or the two-word naming – of species. Canis is the Latin word meaning "dog",[21] and under this genus he listed the dog-like carnivores including domestic dogs, wolves, and jackals. He classified the domestic dog as Canis familiaris, and on the next page he classified the wolf as Canis lupus.[2] Linnaeus considered the dog to be a separate species from the wolf because of its cauda recurvata - its upturning tail which is not found in any other canid.[22]
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|
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In 1999, a study of mitochondrial DNA indicated that the domestic dog may have originated from multiple grey wolf populations, with the dingo and New Guinea singing dog "breeds" having developed at a time when human populations were more isolated from each other.[23] In the third edition of Mammal Species of the World published in 2005, the mammalogist W. Christopher Wozencraft listed under the wolf Canis lupus its wild subspecies, and proposed two additional subspecies: "familiaris Linneaus, 1758 [domestic dog]" and "dingo Meyer, 1793 [domestic dog]". Wozencraft included hallstromi – the New Guinea singing dog – as a taxonomic synonym for the dingo. Wozencraft referred to the mDNA study as one of the guides in forming his decision.[4] The inclusion of familiaris and dingo under a "domestic dog" clade has been noted by other mammalogists.[24] This classification by Wozencraft is debated among zoologists.[25]
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|
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In 2019, a workshop hosted by the IUCN/Species Survival Commission's Canid Specialist Group considered the New Guinea singing dog and the dingo to be feral dogs Canis familiaris, and therefore should not be assessed for the IUCN Red List.[26]
|
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+
|
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The origin of the domestic dog includes the dog's genetic divergence from the wolf, its domestication, and its development into dog types and dog breeds. The dog is a member of the genus Canis, which forms part of the wolf-like canids, and was the first species and the only large carnivore to have been domesticated.[14][27] Genetic studies comparing dogs with modern wolves show reciprocal monophyly (separate groups), which implies that dogs are not genetically close to any living wolf and that their wild ancestor is extinct.[28][14] An extinct Late Pleistocene wolf may have been the ancestor of the dog,[27][1] with the dog's similarity to the extant grey wolf being the result of genetic admixture between the two.[1] In 2020, a literature review of canid domestication stated that modern dogs were not descended from the same Canis lineage as modern wolves, and proposes that dogs may be descended from a Pleistocene wolf closer in size to a village dog.[29]
|
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|
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The genetic divergence between dogs and wolves occurred between 20,000–40,000 years ago, just before or during the Last Glacial Maximum[30][1] (20,000-27,000 years ago). This timespan represents the upper time-limit for the commencement of domestication because it is the time of divergence and not the time of domestication, which occurred later.[30][31] One of the most important transitions in human history was the domestication of animals, which began with the long-term association between wolves and hunter–gatherers more than 15,000 years ago.[28] The archaeological record and genetic analysis show the remains of the Bonn–Oberkassel dog buried beside humans 14,200 years ago to be the first undisputed dog, with disputed remains occurring 36,000 years ago.[1]
|
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+
|
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Domestic dogs have been selectively bred for millennia for various behaviors, sensory capabilities, and physical attributes.[17] Modern dog breeds show more variation in size, appearance, and behavior than any other domestic animal.[17] Dogs are predators and scavengers; like many other predatory mammals, the dog has powerful muscles, fused wrist bones, a cardiovascular system that supports both sprinting and endurance, and teeth for catching and tearing.
|
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+
|
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Dogs are highly variable in height and weight. The smallest known adult dog was a Yorkshire Terrier, that stood only 6.3 centimetres (2 1⁄2 inches) at the shoulder, 9.5 cm (3 3⁄4 in) in length along the head-and-body, and weighed only 113 grams (4 ounces). The largest known dog was a Saint Bernard which weighed 167.6 kg (369 1⁄2 lb) and was 250 cm (8 ft 2 in) from the snout to the tail.[32] The tallest dog is a Great Dane that stands 106.7 cm (3 ft 6 in) at the shoulder.[33]
|
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+
|
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The dog's senses include vision, hearing, sense of smell, sense of taste, touch and sensitivity to the earth's magnetic field. Another study suggested that dogs can see the earth's magnetic field.[34][35][36]
|
84 |
+
|
85 |
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The coats of domestic dogs are of two varieties: "double" being common with dogs (as well as wolves) originating from colder climates, made up of a coarse guard hair and a soft down hair, or "single", with the topcoat only. Breeds may have an occasional "blaze", stripe, or "star" of white fur on their chest or underside.[37]
|
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+
|
87 |
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Regarding coat appearance or health, the coat can be maintained or affected by multiple nutrients present in the diet, see Coat (dog) for more information.
|
88 |
+
|
89 |
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Premature graying can occur in dogs from as early as one year of age. This has been shown to be associated with impulsive behaviors, anxiety behaviors, fear of noise, and fear of unfamiliar people or animals.[38]
|
90 |
+
|
91 |
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There are many different shapes for dog tails: straight, straight up, sickle, curled, or cork-screw. As with many canids, one of the primary functions of a dog's tail is to communicate their emotional state, which can be important in getting along with others. In some hunting dogs, however, the tail is traditionally docked to avoid injuries.[39] In some breeds, such as the Braque du Bourbonnais, puppies can be born with a short tail or no tail at all.[40]
|
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+
|
93 |
+
Despite their close genetic relationship and the ability to inter-breed, there are a number of diagnostic features to distinguish the gray wolves from domestic dogs. Domesticated dogs are clearly distinguishable from wolves by starch gel electrophoresis of red blood cell acid phosphatase.[42] The tympanic bullae are large, convex and almost spherical in gray wolves, while the bullae of dogs are smaller, compressed and slightly crumpled.[43] Compared with equally sized wolves, dogs tend to have 20% smaller skulls and 30% smaller brains.[44]:35 The teeth of gray wolves are also proportionately larger than those of dogs.[45] Dogs have a more domed forehead and a distinctive "stop" between forehead and nose.[46] The temporalis muscle that closes the jaws is more robust in wolves.[5]:158 Wolves do not have dewclaws on their back legs, unless there has been admixture with dogs that had them.[47] Most dogs lack a functioning pre-caudal gland and enter estrus twice yearly, unlike gray wolves which only do so once a year.[48] So-called primitive dogs such as dingoes and Basenjis retain the yearly estrus cycle.[49]
|
94 |
+
|
95 |
+
Dogs generally have brown eyes and wolves almost always have amber or light colored eyes.[50] The skin of domestic dogs tends to be thicker than that of wolves, with some Inuit tribes favoring the former for use as clothing due to its greater resistance to wear and tear in harsh weather.[51] The paws of a dog are half the size of those of a wolf, and their tails tend to curl upwards, another trait not found in wolves.[52] The dog has developed into hundreds of varied breeds, and shows more behavioral and morphological variation than any other land mammal.[53]
|
96 |
+
|
97 |
+
There are many household plants that are poisonous to dogs (and other mammals) including begonia, Poinsettia and aloe vera.[54]
|
98 |
+
|
99 |
+
Some breeds of dogs are prone to certain genetic ailments such as elbow and hip dysplasia, blindness, deafness, pulmonic stenosis, cleft palate, and trick knees. Two serious medical conditions particularly affecting dogs are pyometra, affecting unspayed females of all types and ages, and gastric dilatation volvulus (bloat), which affects the larger breeds or deep-chested dogs. Both of these are acute conditions, and can kill rapidly. Dogs are also susceptible to parasites such as fleas, ticks, mites, hookworms, tapeworms, roundworms, and heartworms (roundworm species that lives in the heart of dogs).
|
100 |
+
|
101 |
+
A number of common human foods and household ingestibles are toxic to dogs, including chocolate solids (theobromine poisoning), onion and garlic (thiosulphate, sulfoxide or disulfide poisoning),[55] grapes and raisins, macadamia nuts, xylitol,[56] as well as various plants and other potentially ingested materials.[57][58] The nicotine in tobacco can also be dangerous. Dogs can be exposed to the substance by scavenging through garbage bins or ashtrays and eating cigars and cigarettes. Signs can be vomiting of large amounts (e.g., from eating cigar butts) or diarrhea. Some other signs are abdominal pain, loss of coordination, collapse, or death.[59] Dogs are susceptible to theobromine poisoning, typically from ingestion of chocolate. Theobromine is toxic to dogs because, although the dog's metabolism is capable of breaking down the chemical, the process is so slow that for some dogs even small amounts of chocolate can be fatal, especially dark chocolate.
|
102 |
+
|
103 |
+
Dogs are also vulnerable to some of the same health conditions as humans, including diabetes, dental and heart disease, epilepsy, cancer, hypothyroidism, and arthritis.[60]
|
104 |
+
|
105 |
+
In 2013, a study found that mixed breeds live on average 1.2 years longer than pure breeds, and that increasing body-weight was negatively correlated with longevity (i.e. the heavier the dog the shorter its lifespan).[61]
|
106 |
+
|
107 |
+
The typical lifespan of dogs varies widely among breeds, but for most the median longevity, the age at which half the dogs in a population have died and half are still alive, ranges from 10 to 13 years.[62][63][64][65] Individual dogs may live well beyond the median of their breed.
|
108 |
+
|
109 |
+
The breed with the shortest lifespan (among breeds for which there is a questionnaire survey with a reasonable sample size) is the Dogue de Bordeaux, with a median longevity of about 5.2 years, but several breeds, including miniature bull terriers, bloodhounds, and Irish wolfhounds are nearly as short-lived, with median longevities of 6 to 7 years.[65]
|
110 |
+
|
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+
The longest-lived breeds, including toy poodles, Japanese spitz, Border terriers, and Tibetan spaniels, have median longevities of 14 to 15 years.[65] The median longevity of mixed-breed dogs, taken as an average of all sizes, is one or more years longer than that of purebred dogs when all breeds are averaged.[63][64][65][66] The longest-lived dog was "Bluey", an Australian Cattle Dog who died in 1939 at 29.5 years of age.[67][68]
|
112 |
+
|
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In domestic dogs, sexual maturity happens around six to twelve months of age for both males and females,[17][69] although this can be delayed until up to two years old for some large breeds. This is the time at which female dogs will have their first estrous cycle. They will experience subsequent estrous cycles semiannually, during which the body prepares for pregnancy. At the peak of the cycle, females will come into estrus, being mentally and physically receptive to copulation.[17] Because the ova survive and are capable of being fertilized for a week after ovulation, it is possible for more than one male to sire the same litter.[17]
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Fertilization typically occurs 2–5 days after ovulation; 14–16 days after ovulation, the embryo attaches to the uterus, and after 7-8 more days the heart beat is detectable.[70][71]
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Dogs bear their litters roughly 58 to 68 days after fertilization,[17][72] with an average of 63 days, although the length of gestation can vary. An average litter consists of about six puppies,[73] though this number may vary widely based on the breed of dog. In general, toy dogs produce from one to four puppies in each litter, while much larger breeds may average as many as twelve.
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Some dog breeds have acquired traits through selective breeding that interfere with reproduction. Male French Bulldogs, for instance, are incapable of mounting the female. For many dogs of this breed, the female must be artificially inseminated in order to reproduce.[74]
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Neutering refers to the sterilization of animals, usually by removal of the male's testicles or the female's ovaries and uterus, in order to eliminate the ability to procreate and reduce sex drive. Because of the overpopulation of dogs in some countries, many animal control agencies, such as the American Society for the Prevention of Cruelty to Animals (ASPCA), advise that dogs not intended for further breeding should be neutered, so that they do not have undesired puppies that may later be euthanized.[75]
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According to the Humane Society of the United States, 3–4 million dogs and cats are euthanized each year in the United States and many more are confined to cages in shelters because there are many more animals than there are homes. Spaying or castrating dogs helps keep overpopulation down.[76] Local humane societies, SPCAs, and other animal protection organizations urge people to neuter their pets and to adopt animals from shelters instead of purchasing them.
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Neutering reduces problems caused by hypersexuality, especially in male dogs.[77] Spayed female dogs are less likely to develop some forms of cancer, affecting mammary glands, ovaries, and other reproductive organs.[78] However, neutering increases the risk of urinary incontinence in female dogs,[79] and prostate cancer in males,[80] as well as osteosarcoma, hemangiosarcoma, cruciate ligament rupture, obesity, and diabetes mellitus in either sex.[81]
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A common breeding practice for pet dogs is mating between close relatives (e.g. between half- and full siblings).[82] Inbreeding depression is considered to be due largely to the expression of homozygous deleterious recessive mutations.[83] Outcrossing between unrelated individuals, including dogs of different breeds, results in the beneficial masking of deleterious recessive mutations in progeny.[84]
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In a study of seven breeds of dogs (Bernese mountain dog, basset hound, Cairn terrier, Epagneul Breton, German Shepherd dog, Leonberger, and West Highland white terrier) it was found that inbreeding decreases litter size and survival.[85] Another analysis of data on 42,855 dachshund litters found that as the inbreeding coefficient increased, litter size decreased and the percentage of stillborn puppies increased, thus indicating inbreeding depression.[86] In a study of boxer litters, 22% of puppies died before reaching 7 weeks of age.[87] Stillbirth was the most frequent cause of death, followed by infection. Mortality due to infection increased significantly with increases in inbreeding.[87]
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Dog intelligence is the ability of the dog to perceive information and retain it as knowledge for applying to solve problems. Studies of two dogs suggest that dogs can learn by inference and have advanced memory skills. A study with Rico, a border collie, showed that he knew the labels of over 200 different items. He inferred the names of novel items by exclusion learning and correctly retrieved those novel items immediately and also 4 weeks after the initial exposure. A study of another border collie, "Chaser", documented his learning and memory capabilities. He had learned the names and could associate by verbal command over 1,000 words.[88] Dogs are able to read and react appropriately to human body language such as gesturing and pointing, and to understand human voice commands.
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A 2018 study on canine cognitive abilities found that dogs' capabilities are no more exceptional than those of other animals, such as horses, chimpanzees or cats.[89] Various animals, including pigs, pigeons and chimpanzees, are able to remember the what, where and when of an event, which dogs cannot do.[90]
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Dogs demonstrate a theory of mind by engaging in deception.[91] An experimental study showed compelling evidence that Australian dingos can outperform domestic dogs in non-social problem-solving, indicating that domestic dogs may have lost much of their original problem-solving abilities once they joined humans.[92] Another study indicated that after undergoing training to solve a simple manipulation task, dogs that are faced with an insoluble version of the same problem look at the human, while socialized wolves do not.[93]
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Dog behavior is the internally coordinated responses (actions or inactions) of the domestic dog (individuals or groups) to internal and/or external stimuli.[94] As the oldest domesticated species, with estimates ranging from 9,000–30,000 years BCE, the minds of dogs inevitably have been shaped by millennia of contact with humans. As a result of this physical and social evolution, dogs, more than any other species, have acquired the ability to understand and communicate with humans, and they are uniquely attuned to human behaviors.[18] Behavioral scientists have uncovered a surprising set of social-cognitive abilities in the domestic dog. These abilities are not possessed by the dog's closest canine
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relatives nor by other highly intelligent mammals such as great apes but rather parallel some of the social-cognitive skills of human children.[95]
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Unlike other domestic species which were primarily selected for production-related traits, dogs were initially selected for their behaviors.[96][97] In 2016, a study found that there were only 11 fixed genes that showed variation between wolves and dogs. These gene variations were unlikely to have been the result of natural evolution, and indicate selection on both morphology and behavior during dog domestication. These genes have been shown to affect the catecholamine synthesis pathway, with the majority of the genes affecting the fight-or-flight response[97][98] (i.e. selection for tameness), and emotional processing.[97] Dogs generally show reduced fear and aggression compared with wolves.[97][99] Some of these genes have been associated with aggression in some dog breeds, indicating their importance in both the initial domestication and then later in breed formation.[97] Traits of high sociability and lack of fear in dogs may include genetic modifications related to Williams-Beuren syndrome in humans, which cause hypersociability at the expense of problem solving ability.[100][101][102]
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Dog communication is how dogs convey information to other dogs, how they understand messages from humans, and how humans translate the information that dogs are transmitting.[103]:xii Communication behaviors of dogs include eye gaze, facial expression, vocalization, body posture (including movements of bodies and limbs) and gustatory communication (scents, pheromones and taste). Humans communicate to dogs by using vocalization, hand signals and body posture.
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In 2013, an estimate of the global dog population was between 700 million[104] and 987 million.[105] Although it is said that the "dog is man's best friend",[106] this refers largely to the ~20% of dogs that live in developed countries. In the developing world, dogs are more commonly feral or communally owned, with pet dogs uncommon.[51] Most of these dogs live their lives as scavengers and have never been owned by humans, with one study showing their most common response when approached by strangers is to run away (52%) or respond aggressively (11%).[107] Little is known about these dogs, or the dogs in developed countries that are feral, stray or are in shelters, because the great majority of modern research on dog cognition has focused on pet dogs living in human homes.[108]
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Although dogs are the most abundant and widely distributed terrestrial carnivores, the potential of feral and free-ranging dogs to compete with other large carnivores is limited by their strong association with humans.[7] For example, a review of the studies in the competitive effects of dogs on sympatric carnivores did not mention any research on competition between dogs and wolves.[109][110] Although wolves are known to kill dogs, they tend to live in pairs or in small packs in areas where they are highly persecuted, giving them a disadvantage facing large dog groups.[109][111]
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Wolves kill dogs wherever they are found together.[112] One study reported that in Wisconsin in 1999 more compensation had been paid for losses due to wolves taking dogs than for wolves taking livestock. In Wisconsin wolves will often kill hunting dogs, possibly because the dogs are in the wolf's territory.[112] A strategy has been reported in Russia where one wolf lures a dog into heavy brush where another wolf waits in ambush.[113] In some instances, wolves have displayed an uncharacteristic fearlessness of humans and buildings when attacking dogs, to the extent that they have to be beaten off or killed.[114] Although the numbers of dogs killed each year are relatively low, it induces a fear of wolves entering villages and farmyards to take dogs, and losses of dogs to wolves has led to demands for more liberal wolf hunting regulations.[109]
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Coyotes and big cats have also been known to attack dogs. Leopards in particular are known to have a predilection for dogs, and have been recorded to kill and consume them regardless of their size.[115] Tigers in Manchuria, Indochina, Indonesia, and Malaysia are also reported to kill dogs.[116] Striped hyenas are known to kill dogs in Turkmenistan, India, and the Caucasus.[117]
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Dogs are normal prey for the American alligator.
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Dogs have been described as carnivores[118][119] or omnivores.[17][120][121][122] Compared to wolves, dogs from agricultural societies have extra copies of amylase and other genes involved in starch digestion that contribute to an increased ability to thrive on a starch-rich diet.[19] Also like humans, some dog breeds produce amylase in their saliva. Based on metabolism and nutrition, many consider the dog to be an omnivore.[123]
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However, the dog is not simply an omnivore. More like the cat and less like other omnivores, the dog can only produce bile acid with taurine, and it cannot produce vitamin D, which it obtains from animal flesh. Also more like the cat, the dog requires arginine to maintain its nitrogen balance. These nutritional requirements place the dog part-way between carnivores and omnivores.[124]
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As a domesticated or semi-domesticated animal, the dog is nearly universal among human societies. Notable exceptions once included:
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Dogs were introduced to Antarctica as sled dogs but were later outlawed by international agreement due to the possible risk of spreading infections.[132]
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The domestic dog is the first species, and the only large carnivore, known to have been domesticated. Especially over the past 200 years, dogs have undergone rapid phenotypic change and were formed into today's modern dog breeds due to artificial selection by humans. These breeds can vary in size and weight from a 0.46 kg (1 lb) teacup poodle to a 90 kg (200 lb) giant mastiff. Phenotypic variation can include height measured to the withers ranging from 15.2 cm (6 in) in the Chihuahua to 76 cm (30 in) in the Irish Wolfhound; color varies from white through grays (usually called "blue") to black, and browns from light (tan) to dark ("red" or "chocolate") in a wide variation of patterns; coats can be short or long, coarse-haired to wool-like, straight, curly, or smooth.[133] The skull, body, and limb proportions vary significantly between breeds, with dogs displaying more phenotypic diversity than can be found within the entire order of carnivores. Some breeds demonstrate outstanding skills in herding, retrieving, scent detection, and guarding, which demonstrates the functional and behavioral diversity of dogs. The first dogs were domesticated from shared ancestors of modern wolves, however the phenotypic changes that coincided with the dog–wolf genetic divergence are not known.[27]
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Domestic dogs inherited complex behaviors, such as bite inhibition, from their wolf ancestors, which would have been pack hunters with complex body language. These sophisticated forms of social cognition and communication may account for their trainability, playfulness, and ability to fit into human households and social situations, and these attributes have given dogs a relationship with humans that has enabled them to become one of the most successful species on the planet today.[134]:pages95–136
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The dogs' value to early human hunter-gatherers led to them quickly becoming ubiquitous across world cultures. Dogs perform many roles for people, such as hunting, herding, pulling loads, protection, assisting police and military, companionship, and, more recently, aiding handicapped individuals. This influence on human society has given them the nickname "man's best friend" in the Western world. In some cultures, however, dogs are also a source of meat.[135][136]
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Wolves, and their dog descendants, likely derived significant benefits from living in human camps – more safety, more reliable food, lesser caloric needs, and more chance to breed.[137] They would have benefited from humans' upright gait that gives them larger range over which to see potential predators and prey, as well as better color vision that, at least by day, gives humans better visual discrimination.[137] Camp dogs would also have benefited from human tool use, as in bringing down larger prey and controlling fire for a range of purposes.[137]
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Humans would also have derived enormous benefit from the dogs associated with their camps.[138] For instance, dogs would have improved sanitation by cleaning up food scraps.[138] Dogs may have provided warmth, as referred to in the Australian Aboriginal expression "three dog night" (an exceptionally cold night), and they would have alerted the camp to the presence of predators or strangers, using their acute hearing to provide an early warning.[138]
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It has been suggested that the most significant benefit would have been the use of dogs' robust sense of smell to assist with the hunt.[138] The relationship between the presence of a dog and success in the hunt is often mentioned as a primary reason for the domestication of the wolf, and a 2004 study of hunter groups with and without a dog gives quantitative support to the hypothesis that the benefits of cooperative hunting was an important factor in wolf domestication.[139]
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The cohabitation of dogs and humans likely improved the chances of survival for early human groups, and the domestication of dogs may have been one of the key forces that led to human success.[140]
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Human emigrants from Siberia that came across the Bering land bridge into North America likely had dogs in their company. Although one writer[141] even suggests that the use of sled dogs may have been critical to the success of the waves that entered North America roughly 12,000 years ago,[141] the earliest archaeological evidence of dog-like canids in North America dates from about 9,400 years ago.[134]:104[142] Dogs were an important part of life for the Athabascan population in North America, and were their only domesticated animal. Dogs as pack animals may have contributed to the migration of the Apache and Navajo tribes 1,400 years ago. This use of dogs in these cultures often persisted after the introduction of the horse to North America.[143]
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It is estimated that three-quarters of the world's dog population lives in the developing world as feral, village, or community dogs, with pet dogs uncommon.[51]
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"The most widespread form of interspecies bonding occurs between humans and dogs"[138] and the keeping of dogs as companions, particularly by elites, has a long history[144] (see the Bonn–Oberkassel dog). Pet-dog populations grew significantly after World War II as suburbanization increased.[144] In the 1950s and 1960s, dogs were kept outside more often than they tend to be today[145] (the expression "in the doghouse" - recorded since 1932[146] - to describe exclusion from the group implies distance between the doghouse and the home) and were still primarily functional, acting as a guard, children's playmate, or walking companion. From the 1980s there have been changes in the role of the pet dog, such as the increased role of dogs in the emotional support of their human guardians.[147] People and their dogs have become increasingly integrated and implicated in each other's lives,[148] to the point where pet dogs actively shape the way a family and home are experienced.[149]
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There have been two major trends occurring within the second half of the 20th century in the changing status of pet dogs. The first has been the "commodification" of the dog, shaping it to conform to human expectations of personality and behaviour.[149] The second has been the broadening of the concept of the family and the home to include dogs-as-dogs within everyday routines and practices.[149]
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A vast range of commodity forms aim to transform a pet dog into an ideal companion.[150] The list of goods, services and places available is enormous: from dog perfumes, couture, furniture and housing, to dog groomers, therapists, trainers and caretakers, dog cafes, spas, parks and beaches, and dog hotels, airlines and cemeteries.[150] While dog training as an organized activity has operated since the 18th century, in the last decades of the 20th century it became a high-profile issue as many normal dog behaviors such as barking, jumping up, digging, rolling in dung, fighting, and urine marking (which dogs do to establish territory through scent), became increasingly incompatible with the new role of a pet dog.[151] Dog training books, classes and television programs proliferated as the process of commodifying the pet dog continued.[152]
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The majority of contemporary dog-owners describe their pet as part of the family,[149] although some ambivalence about the relationship is evident in the popular reconceptualization of the dog–human family as a pack.[149] Some dog-trainers, such as on the television program Dog Whisperer, have promoted a dominance-model of dog–human relationships. However it has been disputed that "trying to achieve status" is characteristic of dog–human interactions.[153] Pet dogs play an active role in family life; for example, a study of conversations in dog–human families showed how family members use the dog as a resource, talking to the dog, or talking through the dog, to mediate their interactions with each other.[154]
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Increasingly, human family-members engage in activities centered on the perceived needs and interests of the dog, or in which the dog is an integral partner, such as dog dancing and dog yoga.[150]
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According to statistics published by the American Pet Products Manufacturers Association in the National Pet Owner Survey in 2009–2010, an estimated 77.5 million people in the United States have pet dogs.[155] The same source shows that nearly 40% of American households own at least one dog, of which 67% own just one dog, 25% two dogs and nearly 9% more than two dogs. There does not seem to be any gender preference among dogs as pets, as the statistical data reveal an equal number of female and male dog pets. Although several programs promote pet adoption, less than a fifth of the owned dogs come from a shelter.
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Some research suggests that a pet dog produces a considerable carbon footprint.[156][157]
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A study using magnetic resonance imaging (MRI) to compare humans and dogs showed that dogs have the same response to voices and use the same parts of the brain as humans do. This gives dogs the ability to recognize emotional human sounds, making them friendly social pets to humans.[158]
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Dogs have lived and worked with humans in many roles. In addition to dogs' role as companion animals, dogs have been bred for herding livestock (collies, sheepdogs),[159][17] hunting (hounds, pointers),[44] and rodent control (terriers).[17] Other types of working dogs include search and rescue dogs,[160] detection dogs trained to detect illicit drugs[161] or chemical weapons;[162] guard dogs; dogs who assist fishermen with the use of nets; and dogs that pull loads.[17] In 1957, the dog Laika became the first animal to be launched into Earth orbit, aboard the Soviets' Sputnik 2; she died during the flight.[163][164]
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Various kinds of service dogs and assistance dogs, including guide dogs, hearing dogs, mobility assistance dogs, and psychiatric service dogs provide assistance to individuals with disabilities.[165][166] Some dogs owned by epileptics have been shown to alert their handler when the handler shows signs of an impending seizure, sometimes well in advance of onset, allowing the guardian to seek safety, medication, or medical care.[167]
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People often enter their dogs in competitions[168] such as breed-conformation shows or sports, including racing, sledding and agility competitions.
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In conformation shows, also referred to as breed shows, a judge familiar with the specific dog breed evaluates individual purebred dogs for conformity with their established breed type as described in the breed standard. As the breed standard only deals with the externally observable qualities of the dog (such as appearance, movement, and temperament), separately tested qualities (such as ability or health) are not part of the judging in conformation shows.
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Dog meat is consumed in some East Asian countries, including Korea, China[135] and Vietnam,[136] a practice that dates back to antiquity.[169] It is estimated that 13–16 million dogs are killed and consumed in Asia every year.[170] In China, debates have ensued over banning the consumption of dog meat.[171] Following the Sui and Tang dynasties of the first millennium, however, people living on the plains of northern China began to eschew eating dogs. This is likely due to the spread of Buddhism and Islam, two religions that forbade the consumption of certain animals, including dogs. As members of the upper classes shunned dog meat, it gradually became a social taboo to eat it, despite the fact that the general population continued to consume it for centuries afterward.[172] Other cultures, such as Polynesia and pre-Columbian Mexico, also consumed dog meat in their history. However, Western, South Asian, African, and Middle Eastern cultures, in general, regard consumption of dog meat as taboo. In some places, however, such as in rural areas of Poland, dog fat is believed to have medicinal properties – being good for the lungs for instance.[173] Dog meat is also consumed in some parts of Switzerland.[174] Proponents of eating dog meat have argued that placing a distinction between livestock and dogs is western hypocrisy, and that there is no difference with eating the meat of different animals.[175][176][177][178]
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In Korea, the primary dog breed raised for meat, the nureongi (누렁이), differs from those breeds raised for pets that Koreans may keep in their homes.[179]
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The most popular Korean dog dish is gaejang-guk (also called bosintang), a spicy stew meant to balance the body's heat during the summer months. Followers of the custom claim this is done to ensure good health by balancing one's gi, or vital energy of the body. A 19th century version of gaejang-guk explains that the dish is prepared by boiling dog meat with scallions and chili powder. Variations of the dish contain chicken and bamboo shoots. While the dishes are still popular in Korea with a segment of the population, dog is not as widely consumed as beef, chicken, and pork.[179]
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In 2005, the WHO reported that 55,000 people died in Asia and Africa from rabies, a disease for which dogs are the most important vector.[180]
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Citing a 2008 study, the U.S. Center for Disease Control estimated in 2015 that 4.5 million people in the USA are bitten by dogs each year.[181] A 2015 study estimated that 1.8% of the U.S. population is bitten each year.[182] In the 1980s and 1990s the US averaged 17 fatalities per year, while since 2007 this has increased to an average of 31.[183] 77% of dog bites are from the pet of family or friends, and 50% of attacks occur on the property of the dog's legal owner.[183]
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A Colorado study found bites in children were less severe than bites in adults.[184] The incidence of dog bites in the US is 12.9 per 10,000 inhabitants, but for boys aged 5 to 9, the incidence rate is 60.7 per 10,000. Moreover, children have a much higher chance to be bitten in the face or neck.[185] Sharp claws with powerful muscles behind them can lacerate flesh in a scratch that can lead to serious infections.[186]
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In the UK between 2003 and 2004, there were 5,868 dog attacks on humans, resulting in 5,770 working days lost in sick leave.[187]
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In the United States, cats and dogs are a factor in more than 86,000 falls each year.[188] It has been estimated around 2% of dog-related injuries treated in UK hospitals are domestic accidents. The same study found that while dog involvement in road traffic accidents was difficult to quantify, dog-associated road accidents involving injury more commonly involved two-wheeled vehicles.[189]
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Toxocara canis (dog roundworm) eggs in dog feces can cause toxocariasis. In the United States, about 10,000 cases of Toxocara infection are reported in humans each year, and almost 14% of the U.S. population is infected.[190] In Great Britain, 24% of soil samples taken from public parks contained T. canis eggs.[191][failed verification] Untreated toxocariasis can cause retinal damage and decreased vision.[191] Dog feces can also contain hookworms that cause cutaneous larva migrans in humans.[192][193][194][195]
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Dogs suffer from the same common disorders as humans, these includes cancer, diabetes, heart disease, and neurologic disorders. The pathology is similar to humans, as is their response to treatment and their final outcomes. Researchers are now identifying the genes associated with dog diseases that are similar to human disorders but which lack mouse models in order to find treatments for both dogs and humans. The genes which are involved in canine obsessive compulsive disorders led to the detection of four genes in related pathways in humans.[196]
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The scientific evidence is mixed as to whether companionship of a dog can enhance human physical health and psychological wellbeing.[197] Studies suggesting that there are benefits to physical health and psychological wellbeing[198] have been criticised for being poorly controlled,[199] and finding that "the health of elderly people is related to their health habits and social supports but not to their ownership of, or attachment to, a companion animal." Earlier studies have shown that people who keep pet dogs or cats exhibit better mental and physical health than those who do not, making fewer visits to the doctor and being less likely to be on medication than non-guardians.[200]
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A 2005 paper states "recent research has failed to support earlier findings that pet ownership is associated with a reduced risk of cardiovascular disease, a reduced use of general practitioner services, or any psychological or physical benefits on health for community dwelling older people. Research has, however, pointed to significantly less absenteeism from school through sickness among children who live with pets."[197] In one study, new guardians reported a highly significant reduction in minor health problems during the first month following pet acquisition, and this effect was sustained in those with dogs through to the end of the study.[201]
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In addition, people with pet dogs took considerably more physical exercise than those with cats and those without pets. The results provide evidence that keeping pets may have positive effects on human health and behaviour, and that for guardians of dogs these effects are relatively long-term.[201] Pet guardianship has also been associated with increased coronary artery disease survival, with human guardians being significantly less likely to die within one year of an acute myocardial infarction than those who did not own dogs.[202]
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The health benefits of dogs can result from contact with dogs in general, and not solely from having dogs as pets. For example, when in the presence of a pet dog, people show reductions in cardiovascular, behavioral, and psychological indicators of anxiety.[203] Other health benefits are gained from exposure to immune-stimulating microorganisms, which, according to the hygiene hypothesis, can protect against allergies and autoimmune diseases. The benefits of contact with a dog also include social support, as dogs are able to not only provide companionship and social support themselves, but also to act as facilitators of social interactions between humans.[204] One study indicated that wheelchair users experience more positive social interactions with strangers when they are accompanied by a dog than when they are not.[205] In 2015, a study found that pet owners were significantly more likely to get to know people in their neighborhood than non-pet owners.[206]
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The practice of using dogs and other animals as a part of therapy dates back to the late 18th century, when animals were introduced into mental institutions to help socialize patients with mental disorders.[207] Animal-assisted intervention research has shown that animal-assisted therapy with a dog can increase social behaviors, such as smiling and laughing, among people with Alzheimer's disease.[208] One study demonstrated that children with ADHD and conduct disorders who participated in an education program with dogs and other animals showed increased attendance, increased knowledge and skill objectives, and decreased antisocial and violent behavior compared with those who were not in an animal-assisted program.[209]
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Every year, between 6 and 8 million dogs and cats enter US animal shelters.[210] The Humane Society of the United States (HSUS) estimates that approximately 3 to 4 million of those dogs and cats are euthanized yearly in the United States.[211] However, the percentage of dogs in US animal shelters that are eventually adopted and removed from the shelters by their new legal owners has increased since the mid-1990s from around 25% to a 2012 average of 40% among reporting shelters[212] (with many shelters reporting 60–75%).[213]
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In China, Korea, and Japan, dogs are viewed as kind protectors.[214]
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In ancient Mesopotamia, from the Old Babylonian period until the Neo-Babylonian, dogs were the symbol of Ninisina, the goddess of healing and medicine,[215] and her worshippers frequently dedicated small models of seated dogs to her.[215] In the Neo-Assyrian and Neo-Babylonian periods, dogs were used as emblems of magical protection.[215]
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In mythology, dogs often serve as pets or as watchdogs.[214] Stories of dogs guarding the gates of the underworld recur throughout Indo-European mythologies[216][217] and may originate from Proto-Indo-European religion.[216][217] In Greek mythology, Cerberus is a three-headed watchdog who guards the gates of Hades.[214] In Norse mythology, a bloody, four-eyed dog called Garmr guards Helheim.[214] In Persian mythology, two four-eyed dogs guard the Chinvat Bridge.[214] In Welsh mythology, Annwn is guarded by Cŵn Annwn.[214] In Hindu mythology, Yama, the god of death, owns two watch dogs who have four eyes. They are said to watch over the gates of Naraka.[218]
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The hunter god Muthappan from North Malabar region of Kerala has a hunting dog as his mount. Dogs are found in and out of the Muthappan Temple and offerings at the shrine take the form of bronze dog figurines.[219] In Philippine mythology, Kimat who is the pet of Tadaklan, god of thunder, is responsible for lightning.
|
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The role of the dog in Chinese mythology includes a position as one of the twelve animals which cyclically represent years (the zodiacal dog). Three of the 88 constellations in western astronomy also represent dogs: Canis Major (the Great Dog, whose brightest star, Sirius, is also called the Dog Star), Canis Minor (the Little Dog), and Canes Venatici (the Hunting Dogs).
|
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|
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+
In Christianity, dogs represent faithfulness.[214] Within the Roman Catholic denomination specifically, the iconography of Saint Dominic includes a dog, after the hallow's mother dreamt of a dog springing from her womb and becoming pregnant shortly thereafter.[220] As such, the Dominican Order (Ecclesiastical Latin: Dominicanus) means "dogs of the Lord" or "hounds of the Lord" (Ecclesiastical Latin: domini canis).[220] In Christian folklore, a church grim often takes the form of a black dog to guard Christian churches and their churchyards from sacrilege.[221]
|
247 |
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|
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Jewish law does not prohibit keeping dogs and other pets.[222] Jewish law requires Jews to feed dogs (and other animals that they own) before themselves, and make arrangements for feeding them before obtaining them.[222]
|
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+
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+
The view on dogs in Islam is mixed, with some schools of thought viewing it as unclean,[214] although Khaled Abou El Fadl states that this view is based on "pre-Islamic Arab mythology" and "a tradition to be falsely attributed to the Prophet".[223] Therefore, Sunni Malaki and Hanafi jurists permit the trade of and keeping of dogs as pets.[224]
|
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+
|
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+
In Homer's epic poem the Odyssey, when the disguised Odysseus returns home after 20 years he is recognized only by his faithful dog, Argos, who has been waiting for his return.
|
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+
|
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Cultural depictions of dogs in art extend back thousands of years to when dogs were portrayed on the walls of caves. Representations of dogs became more elaborate as individual breeds evolved and the relationships between human and canine developed. Hunting scenes were popular in the Middle Ages and the Renaissance. Dogs were depicted to symbolize guidance, protection, loyalty, fidelity, faithfulness, watchfulness, and love.[225]
|
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The American Kennel Club reopened a museum called "Museum of the Dog" in Manhattan after moving the attraction from outside of St. Louis.[226] The museum contains ancient artifacts, fine art, and educational opportunities for visitors.[226]
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1 |
+
|
2 |
+
|
3 |
+
|
4 |
+
|
5 |
+
Canis familiaris Linnaeus, 1758[2][3]
|
6 |
+
|
7 |
+
aegyptius Linnaeus, 1758,
|
8 |
+
alco C. E. H. Smith, 1839,
|
9 |
+
americanus Gmelin, 1792,
|
10 |
+
anglicus Gmelin, 1792,
|
11 |
+
antarcticus Gmelin, 1792,
|
12 |
+
aprinus Gmelin, 1792,
|
13 |
+
aquaticus Linnaeus, 1758,
|
14 |
+
aquatilis Gmelin, 1792,
|
15 |
+
avicularis Gmelin, 1792,
|
16 |
+
borealis C. E. H. Smith, 1839,
|
17 |
+
brevipilis Gmelin, 1792,
|
18 |
+
cursorius Gmelin, 1792,
|
19 |
+
domesticus Linnaeus, 1758,
|
20 |
+
extrarius Gmelin, 1792,
|
21 |
+
ferus C. E. H. Smith, 1839,
|
22 |
+
fricator Gmelin, 1792,
|
23 |
+
fricatrix Linnaeus, 1758,
|
24 |
+
fuillus Gmelin, 1792,
|
25 |
+
gallicus Gmelin, 1792,
|
26 |
+
glaucus C. E. H. Smith, 1839,
|
27 |
+
graius Linnaeus, 1758,
|
28 |
+
grajus Gmelin, 1792,
|
29 |
+
hagenbecki Krumbiegel, 1950,
|
30 |
+
haitensis C. E. H. Smith, 1839,
|
31 |
+
hibernicus Gmelin, 1792,
|
32 |
+
hirsutus Gmelin, 1792,
|
33 |
+
hybridus Gmelin, 1792,
|
34 |
+
islandicus Gmelin, 1792,
|
35 |
+
italicus Gmelin, 1792,
|
36 |
+
laniarius Gmelin, 1792,
|
37 |
+
leoninus Gmelin, 1792,
|
38 |
+
leporarius C. E. H. Smith, 1839,
|
39 |
+
major Gmelin, 1792,
|
40 |
+
mastinus Linnaeus, 1758,
|
41 |
+
melitacus Gmelin, 1792,
|
42 |
+
melitaeus Linnaeus, 1758,
|
43 |
+
minor Gmelin, 1792,
|
44 |
+
molossus Gmelin, 1792,
|
45 |
+
mustelinus Linnaeus, 1758,
|
46 |
+
obesus Gmelin, 1792,
|
47 |
+
orientalis Gmelin, 1792,
|
48 |
+
pacificus C. E. H. Smith, 1839,
|
49 |
+
plancus Gmelin, 1792,
|
50 |
+
pomeranus Gmelin, 1792,
|
51 |
+
sagaces C. E. H. Smith, 1839,
|
52 |
+
sanguinarius C. E. H. Smith, 1839,
|
53 |
+
sagax Linnaeus, 1758,
|
54 |
+
scoticus Gmelin, 1792,
|
55 |
+
sibiricus Gmelin, 1792,
|
56 |
+
suillus C. E. H. Smith, 1839,
|
57 |
+
terraenovae C. E. H. Smith, 1839,
|
58 |
+
terrarius C. E. H. Smith, 1839,
|
59 |
+
turcicus Gmelin, 1792,
|
60 |
+
urcani C. E. H. Smith, 1839,
|
61 |
+
variegatus Gmelin, 1792,
|
62 |
+
venaticus Gmelin, 1792,
|
63 |
+
vertegus Gmelin, 1792[4]
|
64 |
+
|
65 |
+
The dog (Canis familiaris when considered a distinct species or Canis lupus familiaris when considered a subspecies of the wolf)[5] is a domesticated carnivoran of the family Canidae. It is part of the wolf-like canids,[6] and is the most widely abundant terrestrial carnivore.[7][8][9][10][11] The dog and the extant gray wolf are sister taxa as modern wolves are not closely related to the wolves that were first domesticated, [12][13][14] which implies that the direct ancestor of the dog is extinct.[15] The dog was the first species to be domesticated,[14][16] and has been selectively bred over millennia for various behaviors, sensory capabilities, and physical attributes.[17]
|
66 |
+
|
67 |
+
Their long association with humans has led dogs to be uniquely attuned to human behavior[18] and they are able to thrive on a starch-rich diet that would be inadequate for other canids.[19] Dogs vary widely in shape, size and colors.[20] They perform many roles for humans, such as hunting, herding, pulling loads, protection, assisting police and military, companionship and, more recently, aiding disabled people and therapeutic roles. This influence on human society has given them the sobriquet of "man's best friend".
|
68 |
+
|
69 |
+
In 1758, the Swedish botanist and zoologist Carl Linnaeus published in his Systema Naturae the binomial nomenclature – or the two-word naming – of species. Canis is the Latin word meaning "dog",[21] and under this genus he listed the dog-like carnivores including domestic dogs, wolves, and jackals. He classified the domestic dog as Canis familiaris, and on the next page he classified the wolf as Canis lupus.[2] Linnaeus considered the dog to be a separate species from the wolf because of its cauda recurvata - its upturning tail which is not found in any other canid.[22]
|
70 |
+
|
71 |
+
In 1999, a study of mitochondrial DNA indicated that the domestic dog may have originated from multiple grey wolf populations, with the dingo and New Guinea singing dog "breeds" having developed at a time when human populations were more isolated from each other.[23] In the third edition of Mammal Species of the World published in 2005, the mammalogist W. Christopher Wozencraft listed under the wolf Canis lupus its wild subspecies, and proposed two additional subspecies: "familiaris Linneaus, 1758 [domestic dog]" and "dingo Meyer, 1793 [domestic dog]". Wozencraft included hallstromi – the New Guinea singing dog – as a taxonomic synonym for the dingo. Wozencraft referred to the mDNA study as one of the guides in forming his decision.[4] The inclusion of familiaris and dingo under a "domestic dog" clade has been noted by other mammalogists.[24] This classification by Wozencraft is debated among zoologists.[25]
|
72 |
+
|
73 |
+
In 2019, a workshop hosted by the IUCN/Species Survival Commission's Canid Specialist Group considered the New Guinea singing dog and the dingo to be feral dogs Canis familiaris, and therefore should not be assessed for the IUCN Red List.[26]
|
74 |
+
|
75 |
+
The origin of the domestic dog includes the dog's genetic divergence from the wolf, its domestication, and its development into dog types and dog breeds. The dog is a member of the genus Canis, which forms part of the wolf-like canids, and was the first species and the only large carnivore to have been domesticated.[14][27] Genetic studies comparing dogs with modern wolves show reciprocal monophyly (separate groups), which implies that dogs are not genetically close to any living wolf and that their wild ancestor is extinct.[28][14] An extinct Late Pleistocene wolf may have been the ancestor of the dog,[27][1] with the dog's similarity to the extant grey wolf being the result of genetic admixture between the two.[1] In 2020, a literature review of canid domestication stated that modern dogs were not descended from the same Canis lineage as modern wolves, and proposes that dogs may be descended from a Pleistocene wolf closer in size to a village dog.[29]
|
76 |
+
|
77 |
+
The genetic divergence between dogs and wolves occurred between 20,000–40,000 years ago, just before or during the Last Glacial Maximum[30][1] (20,000-27,000 years ago). This timespan represents the upper time-limit for the commencement of domestication because it is the time of divergence and not the time of domestication, which occurred later.[30][31] One of the most important transitions in human history was the domestication of animals, which began with the long-term association between wolves and hunter–gatherers more than 15,000 years ago.[28] The archaeological record and genetic analysis show the remains of the Bonn–Oberkassel dog buried beside humans 14,200 years ago to be the first undisputed dog, with disputed remains occurring 36,000 years ago.[1]
|
78 |
+
|
79 |
+
Domestic dogs have been selectively bred for millennia for various behaviors, sensory capabilities, and physical attributes.[17] Modern dog breeds show more variation in size, appearance, and behavior than any other domestic animal.[17] Dogs are predators and scavengers; like many other predatory mammals, the dog has powerful muscles, fused wrist bones, a cardiovascular system that supports both sprinting and endurance, and teeth for catching and tearing.
|
80 |
+
|
81 |
+
Dogs are highly variable in height and weight. The smallest known adult dog was a Yorkshire Terrier, that stood only 6.3 centimetres (2 1⁄2 inches) at the shoulder, 9.5 cm (3 3⁄4 in) in length along the head-and-body, and weighed only 113 grams (4 ounces). The largest known dog was a Saint Bernard which weighed 167.6 kg (369 1⁄2 lb) and was 250 cm (8 ft 2 in) from the snout to the tail.[32] The tallest dog is a Great Dane that stands 106.7 cm (3 ft 6 in) at the shoulder.[33]
|
82 |
+
|
83 |
+
The dog's senses include vision, hearing, sense of smell, sense of taste, touch and sensitivity to the earth's magnetic field. Another study suggested that dogs can see the earth's magnetic field.[34][35][36]
|
84 |
+
|
85 |
+
The coats of domestic dogs are of two varieties: "double" being common with dogs (as well as wolves) originating from colder climates, made up of a coarse guard hair and a soft down hair, or "single", with the topcoat only. Breeds may have an occasional "blaze", stripe, or "star" of white fur on their chest or underside.[37]
|
86 |
+
|
87 |
+
Regarding coat appearance or health, the coat can be maintained or affected by multiple nutrients present in the diet, see Coat (dog) for more information.
|
88 |
+
|
89 |
+
Premature graying can occur in dogs from as early as one year of age. This has been shown to be associated with impulsive behaviors, anxiety behaviors, fear of noise, and fear of unfamiliar people or animals.[38]
|
90 |
+
|
91 |
+
There are many different shapes for dog tails: straight, straight up, sickle, curled, or cork-screw. As with many canids, one of the primary functions of a dog's tail is to communicate their emotional state, which can be important in getting along with others. In some hunting dogs, however, the tail is traditionally docked to avoid injuries.[39] In some breeds, such as the Braque du Bourbonnais, puppies can be born with a short tail or no tail at all.[40]
|
92 |
+
|
93 |
+
Despite their close genetic relationship and the ability to inter-breed, there are a number of diagnostic features to distinguish the gray wolves from domestic dogs. Domesticated dogs are clearly distinguishable from wolves by starch gel electrophoresis of red blood cell acid phosphatase.[42] The tympanic bullae are large, convex and almost spherical in gray wolves, while the bullae of dogs are smaller, compressed and slightly crumpled.[43] Compared with equally sized wolves, dogs tend to have 20% smaller skulls and 30% smaller brains.[44]:35 The teeth of gray wolves are also proportionately larger than those of dogs.[45] Dogs have a more domed forehead and a distinctive "stop" between forehead and nose.[46] The temporalis muscle that closes the jaws is more robust in wolves.[5]:158 Wolves do not have dewclaws on their back legs, unless there has been admixture with dogs that had them.[47] Most dogs lack a functioning pre-caudal gland and enter estrus twice yearly, unlike gray wolves which only do so once a year.[48] So-called primitive dogs such as dingoes and Basenjis retain the yearly estrus cycle.[49]
|
94 |
+
|
95 |
+
Dogs generally have brown eyes and wolves almost always have amber or light colored eyes.[50] The skin of domestic dogs tends to be thicker than that of wolves, with some Inuit tribes favoring the former for use as clothing due to its greater resistance to wear and tear in harsh weather.[51] The paws of a dog are half the size of those of a wolf, and their tails tend to curl upwards, another trait not found in wolves.[52] The dog has developed into hundreds of varied breeds, and shows more behavioral and morphological variation than any other land mammal.[53]
|
96 |
+
|
97 |
+
There are many household plants that are poisonous to dogs (and other mammals) including begonia, Poinsettia and aloe vera.[54]
|
98 |
+
|
99 |
+
Some breeds of dogs are prone to certain genetic ailments such as elbow and hip dysplasia, blindness, deafness, pulmonic stenosis, cleft palate, and trick knees. Two serious medical conditions particularly affecting dogs are pyometra, affecting unspayed females of all types and ages, and gastric dilatation volvulus (bloat), which affects the larger breeds or deep-chested dogs. Both of these are acute conditions, and can kill rapidly. Dogs are also susceptible to parasites such as fleas, ticks, mites, hookworms, tapeworms, roundworms, and heartworms (roundworm species that lives in the heart of dogs).
|
100 |
+
|
101 |
+
A number of common human foods and household ingestibles are toxic to dogs, including chocolate solids (theobromine poisoning), onion and garlic (thiosulphate, sulfoxide or disulfide poisoning),[55] grapes and raisins, macadamia nuts, xylitol,[56] as well as various plants and other potentially ingested materials.[57][58] The nicotine in tobacco can also be dangerous. Dogs can be exposed to the substance by scavenging through garbage bins or ashtrays and eating cigars and cigarettes. Signs can be vomiting of large amounts (e.g., from eating cigar butts) or diarrhea. Some other signs are abdominal pain, loss of coordination, collapse, or death.[59] Dogs are susceptible to theobromine poisoning, typically from ingestion of chocolate. Theobromine is toxic to dogs because, although the dog's metabolism is capable of breaking down the chemical, the process is so slow that for some dogs even small amounts of chocolate can be fatal, especially dark chocolate.
|
102 |
+
|
103 |
+
Dogs are also vulnerable to some of the same health conditions as humans, including diabetes, dental and heart disease, epilepsy, cancer, hypothyroidism, and arthritis.[60]
|
104 |
+
|
105 |
+
In 2013, a study found that mixed breeds live on average 1.2 years longer than pure breeds, and that increasing body-weight was negatively correlated with longevity (i.e. the heavier the dog the shorter its lifespan).[61]
|
106 |
+
|
107 |
+
The typical lifespan of dogs varies widely among breeds, but for most the median longevity, the age at which half the dogs in a population have died and half are still alive, ranges from 10 to 13 years.[62][63][64][65] Individual dogs may live well beyond the median of their breed.
|
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+
|
109 |
+
The breed with the shortest lifespan (among breeds for which there is a questionnaire survey with a reasonable sample size) is the Dogue de Bordeaux, with a median longevity of about 5.2 years, but several breeds, including miniature bull terriers, bloodhounds, and Irish wolfhounds are nearly as short-lived, with median longevities of 6 to 7 years.[65]
|
110 |
+
|
111 |
+
The longest-lived breeds, including toy poodles, Japanese spitz, Border terriers, and Tibetan spaniels, have median longevities of 14 to 15 years.[65] The median longevity of mixed-breed dogs, taken as an average of all sizes, is one or more years longer than that of purebred dogs when all breeds are averaged.[63][64][65][66] The longest-lived dog was "Bluey", an Australian Cattle Dog who died in 1939 at 29.5 years of age.[67][68]
|
112 |
+
|
113 |
+
In domestic dogs, sexual maturity happens around six to twelve months of age for both males and females,[17][69] although this can be delayed until up to two years old for some large breeds. This is the time at which female dogs will have their first estrous cycle. They will experience subsequent estrous cycles semiannually, during which the body prepares for pregnancy. At the peak of the cycle, females will come into estrus, being mentally and physically receptive to copulation.[17] Because the ova survive and are capable of being fertilized for a week after ovulation, it is possible for more than one male to sire the same litter.[17]
|
114 |
+
|
115 |
+
Fertilization typically occurs 2–5 days after ovulation; 14–16 days after ovulation, the embryo attaches to the uterus, and after 7-8 more days the heart beat is detectable.[70][71]
|
116 |
+
|
117 |
+
Dogs bear their litters roughly 58 to 68 days after fertilization,[17][72] with an average of 63 days, although the length of gestation can vary. An average litter consists of about six puppies,[73] though this number may vary widely based on the breed of dog. In general, toy dogs produce from one to four puppies in each litter, while much larger breeds may average as many as twelve.
|
118 |
+
|
119 |
+
Some dog breeds have acquired traits through selective breeding that interfere with reproduction. Male French Bulldogs, for instance, are incapable of mounting the female. For many dogs of this breed, the female must be artificially inseminated in order to reproduce.[74]
|
120 |
+
|
121 |
+
Neutering refers to the sterilization of animals, usually by removal of the male's testicles or the female's ovaries and uterus, in order to eliminate the ability to procreate and reduce sex drive. Because of the overpopulation of dogs in some countries, many animal control agencies, such as the American Society for the Prevention of Cruelty to Animals (ASPCA), advise that dogs not intended for further breeding should be neutered, so that they do not have undesired puppies that may later be euthanized.[75]
|
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+
|
123 |
+
According to the Humane Society of the United States, 3–4 million dogs and cats are euthanized each year in the United States and many more are confined to cages in shelters because there are many more animals than there are homes. Spaying or castrating dogs helps keep overpopulation down.[76] Local humane societies, SPCAs, and other animal protection organizations urge people to neuter their pets and to adopt animals from shelters instead of purchasing them.
|
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+
|
125 |
+
Neutering reduces problems caused by hypersexuality, especially in male dogs.[77] Spayed female dogs are less likely to develop some forms of cancer, affecting mammary glands, ovaries, and other reproductive organs.[78] However, neutering increases the risk of urinary incontinence in female dogs,[79] and prostate cancer in males,[80] as well as osteosarcoma, hemangiosarcoma, cruciate ligament rupture, obesity, and diabetes mellitus in either sex.[81]
|
126 |
+
|
127 |
+
A common breeding practice for pet dogs is mating between close relatives (e.g. between half- and full siblings).[82] Inbreeding depression is considered to be due largely to the expression of homozygous deleterious recessive mutations.[83] Outcrossing between unrelated individuals, including dogs of different breeds, results in the beneficial masking of deleterious recessive mutations in progeny.[84]
|
128 |
+
|
129 |
+
In a study of seven breeds of dogs (Bernese mountain dog, basset hound, Cairn terrier, Epagneul Breton, German Shepherd dog, Leonberger, and West Highland white terrier) it was found that inbreeding decreases litter size and survival.[85] Another analysis of data on 42,855 dachshund litters found that as the inbreeding coefficient increased, litter size decreased and the percentage of stillborn puppies increased, thus indicating inbreeding depression.[86] In a study of boxer litters, 22% of puppies died before reaching 7 weeks of age.[87] Stillbirth was the most frequent cause of death, followed by infection. Mortality due to infection increased significantly with increases in inbreeding.[87]
|
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Dog intelligence is the ability of the dog to perceive information and retain it as knowledge for applying to solve problems. Studies of two dogs suggest that dogs can learn by inference and have advanced memory skills. A study with Rico, a border collie, showed that he knew the labels of over 200 different items. He inferred the names of novel items by exclusion learning and correctly retrieved those novel items immediately and also 4 weeks after the initial exposure. A study of another border collie, "Chaser", documented his learning and memory capabilities. He had learned the names and could associate by verbal command over 1,000 words.[88] Dogs are able to read and react appropriately to human body language such as gesturing and pointing, and to understand human voice commands.
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A 2018 study on canine cognitive abilities found that dogs' capabilities are no more exceptional than those of other animals, such as horses, chimpanzees or cats.[89] Various animals, including pigs, pigeons and chimpanzees, are able to remember the what, where and when of an event, which dogs cannot do.[90]
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Dogs demonstrate a theory of mind by engaging in deception.[91] An experimental study showed compelling evidence that Australian dingos can outperform domestic dogs in non-social problem-solving, indicating that domestic dogs may have lost much of their original problem-solving abilities once they joined humans.[92] Another study indicated that after undergoing training to solve a simple manipulation task, dogs that are faced with an insoluble version of the same problem look at the human, while socialized wolves do not.[93]
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Dog behavior is the internally coordinated responses (actions or inactions) of the domestic dog (individuals or groups) to internal and/or external stimuli.[94] As the oldest domesticated species, with estimates ranging from 9,000–30,000 years BCE, the minds of dogs inevitably have been shaped by millennia of contact with humans. As a result of this physical and social evolution, dogs, more than any other species, have acquired the ability to understand and communicate with humans, and they are uniquely attuned to human behaviors.[18] Behavioral scientists have uncovered a surprising set of social-cognitive abilities in the domestic dog. These abilities are not possessed by the dog's closest canine
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relatives nor by other highly intelligent mammals such as great apes but rather parallel some of the social-cognitive skills of human children.[95]
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Unlike other domestic species which were primarily selected for production-related traits, dogs were initially selected for their behaviors.[96][97] In 2016, a study found that there were only 11 fixed genes that showed variation between wolves and dogs. These gene variations were unlikely to have been the result of natural evolution, and indicate selection on both morphology and behavior during dog domestication. These genes have been shown to affect the catecholamine synthesis pathway, with the majority of the genes affecting the fight-or-flight response[97][98] (i.e. selection for tameness), and emotional processing.[97] Dogs generally show reduced fear and aggression compared with wolves.[97][99] Some of these genes have been associated with aggression in some dog breeds, indicating their importance in both the initial domestication and then later in breed formation.[97] Traits of high sociability and lack of fear in dogs may include genetic modifications related to Williams-Beuren syndrome in humans, which cause hypersociability at the expense of problem solving ability.[100][101][102]
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Dog communication is how dogs convey information to other dogs, how they understand messages from humans, and how humans translate the information that dogs are transmitting.[103]:xii Communication behaviors of dogs include eye gaze, facial expression, vocalization, body posture (including movements of bodies and limbs) and gustatory communication (scents, pheromones and taste). Humans communicate to dogs by using vocalization, hand signals and body posture.
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In 2013, an estimate of the global dog population was between 700 million[104] and 987 million.[105] Although it is said that the "dog is man's best friend",[106] this refers largely to the ~20% of dogs that live in developed countries. In the developing world, dogs are more commonly feral or communally owned, with pet dogs uncommon.[51] Most of these dogs live their lives as scavengers and have never been owned by humans, with one study showing their most common response when approached by strangers is to run away (52%) or respond aggressively (11%).[107] Little is known about these dogs, or the dogs in developed countries that are feral, stray or are in shelters, because the great majority of modern research on dog cognition has focused on pet dogs living in human homes.[108]
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Although dogs are the most abundant and widely distributed terrestrial carnivores, the potential of feral and free-ranging dogs to compete with other large carnivores is limited by their strong association with humans.[7] For example, a review of the studies in the competitive effects of dogs on sympatric carnivores did not mention any research on competition between dogs and wolves.[109][110] Although wolves are known to kill dogs, they tend to live in pairs or in small packs in areas where they are highly persecuted, giving them a disadvantage facing large dog groups.[109][111]
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Wolves kill dogs wherever they are found together.[112] One study reported that in Wisconsin in 1999 more compensation had been paid for losses due to wolves taking dogs than for wolves taking livestock. In Wisconsin wolves will often kill hunting dogs, possibly because the dogs are in the wolf's territory.[112] A strategy has been reported in Russia where one wolf lures a dog into heavy brush where another wolf waits in ambush.[113] In some instances, wolves have displayed an uncharacteristic fearlessness of humans and buildings when attacking dogs, to the extent that they have to be beaten off or killed.[114] Although the numbers of dogs killed each year are relatively low, it induces a fear of wolves entering villages and farmyards to take dogs, and losses of dogs to wolves has led to demands for more liberal wolf hunting regulations.[109]
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Coyotes and big cats have also been known to attack dogs. Leopards in particular are known to have a predilection for dogs, and have been recorded to kill and consume them regardless of their size.[115] Tigers in Manchuria, Indochina, Indonesia, and Malaysia are also reported to kill dogs.[116] Striped hyenas are known to kill dogs in Turkmenistan, India, and the Caucasus.[117]
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Dogs are normal prey for the American alligator.
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Dogs have been described as carnivores[118][119] or omnivores.[17][120][121][122] Compared to wolves, dogs from agricultural societies have extra copies of amylase and other genes involved in starch digestion that contribute to an increased ability to thrive on a starch-rich diet.[19] Also like humans, some dog breeds produce amylase in their saliva. Based on metabolism and nutrition, many consider the dog to be an omnivore.[123]
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However, the dog is not simply an omnivore. More like the cat and less like other omnivores, the dog can only produce bile acid with taurine, and it cannot produce vitamin D, which it obtains from animal flesh. Also more like the cat, the dog requires arginine to maintain its nitrogen balance. These nutritional requirements place the dog part-way between carnivores and omnivores.[124]
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As a domesticated or semi-domesticated animal, the dog is nearly universal among human societies. Notable exceptions once included:
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Dogs were introduced to Antarctica as sled dogs but were later outlawed by international agreement due to the possible risk of spreading infections.[132]
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The domestic dog is the first species, and the only large carnivore, known to have been domesticated. Especially over the past 200 years, dogs have undergone rapid phenotypic change and were formed into today's modern dog breeds due to artificial selection by humans. These breeds can vary in size and weight from a 0.46 kg (1 lb) teacup poodle to a 90 kg (200 lb) giant mastiff. Phenotypic variation can include height measured to the withers ranging from 15.2 cm (6 in) in the Chihuahua to 76 cm (30 in) in the Irish Wolfhound; color varies from white through grays (usually called "blue") to black, and browns from light (tan) to dark ("red" or "chocolate") in a wide variation of patterns; coats can be short or long, coarse-haired to wool-like, straight, curly, or smooth.[133] The skull, body, and limb proportions vary significantly between breeds, with dogs displaying more phenotypic diversity than can be found within the entire order of carnivores. Some breeds demonstrate outstanding skills in herding, retrieving, scent detection, and guarding, which demonstrates the functional and behavioral diversity of dogs. The first dogs were domesticated from shared ancestors of modern wolves, however the phenotypic changes that coincided with the dog–wolf genetic divergence are not known.[27]
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Domestic dogs inherited complex behaviors, such as bite inhibition, from their wolf ancestors, which would have been pack hunters with complex body language. These sophisticated forms of social cognition and communication may account for their trainability, playfulness, and ability to fit into human households and social situations, and these attributes have given dogs a relationship with humans that has enabled them to become one of the most successful species on the planet today.[134]:pages95–136
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The dogs' value to early human hunter-gatherers led to them quickly becoming ubiquitous across world cultures. Dogs perform many roles for people, such as hunting, herding, pulling loads, protection, assisting police and military, companionship, and, more recently, aiding handicapped individuals. This influence on human society has given them the nickname "man's best friend" in the Western world. In some cultures, however, dogs are also a source of meat.[135][136]
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Wolves, and their dog descendants, likely derived significant benefits from living in human camps – more safety, more reliable food, lesser caloric needs, and more chance to breed.[137] They would have benefited from humans' upright gait that gives them larger range over which to see potential predators and prey, as well as better color vision that, at least by day, gives humans better visual discrimination.[137] Camp dogs would also have benefited from human tool use, as in bringing down larger prey and controlling fire for a range of purposes.[137]
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Humans would also have derived enormous benefit from the dogs associated with their camps.[138] For instance, dogs would have improved sanitation by cleaning up food scraps.[138] Dogs may have provided warmth, as referred to in the Australian Aboriginal expression "three dog night" (an exceptionally cold night), and they would have alerted the camp to the presence of predators or strangers, using their acute hearing to provide an early warning.[138]
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It has been suggested that the most significant benefit would have been the use of dogs' robust sense of smell to assist with the hunt.[138] The relationship between the presence of a dog and success in the hunt is often mentioned as a primary reason for the domestication of the wolf, and a 2004 study of hunter groups with and without a dog gives quantitative support to the hypothesis that the benefits of cooperative hunting was an important factor in wolf domestication.[139]
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The cohabitation of dogs and humans likely improved the chances of survival for early human groups, and the domestication of dogs may have been one of the key forces that led to human success.[140]
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Human emigrants from Siberia that came across the Bering land bridge into North America likely had dogs in their company. Although one writer[141] even suggests that the use of sled dogs may have been critical to the success of the waves that entered North America roughly 12,000 years ago,[141] the earliest archaeological evidence of dog-like canids in North America dates from about 9,400 years ago.[134]:104[142] Dogs were an important part of life for the Athabascan population in North America, and were their only domesticated animal. Dogs as pack animals may have contributed to the migration of the Apache and Navajo tribes 1,400 years ago. This use of dogs in these cultures often persisted after the introduction of the horse to North America.[143]
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It is estimated that three-quarters of the world's dog population lives in the developing world as feral, village, or community dogs, with pet dogs uncommon.[51]
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"The most widespread form of interspecies bonding occurs between humans and dogs"[138] and the keeping of dogs as companions, particularly by elites, has a long history[144] (see the Bonn–Oberkassel dog). Pet-dog populations grew significantly after World War II as suburbanization increased.[144] In the 1950s and 1960s, dogs were kept outside more often than they tend to be today[145] (the expression "in the doghouse" - recorded since 1932[146] - to describe exclusion from the group implies distance between the doghouse and the home) and were still primarily functional, acting as a guard, children's playmate, or walking companion. From the 1980s there have been changes in the role of the pet dog, such as the increased role of dogs in the emotional support of their human guardians.[147] People and their dogs have become increasingly integrated and implicated in each other's lives,[148] to the point where pet dogs actively shape the way a family and home are experienced.[149]
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There have been two major trends occurring within the second half of the 20th century in the changing status of pet dogs. The first has been the "commodification" of the dog, shaping it to conform to human expectations of personality and behaviour.[149] The second has been the broadening of the concept of the family and the home to include dogs-as-dogs within everyday routines and practices.[149]
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A vast range of commodity forms aim to transform a pet dog into an ideal companion.[150] The list of goods, services and places available is enormous: from dog perfumes, couture, furniture and housing, to dog groomers, therapists, trainers and caretakers, dog cafes, spas, parks and beaches, and dog hotels, airlines and cemeteries.[150] While dog training as an organized activity has operated since the 18th century, in the last decades of the 20th century it became a high-profile issue as many normal dog behaviors such as barking, jumping up, digging, rolling in dung, fighting, and urine marking (which dogs do to establish territory through scent), became increasingly incompatible with the new role of a pet dog.[151] Dog training books, classes and television programs proliferated as the process of commodifying the pet dog continued.[152]
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The majority of contemporary dog-owners describe their pet as part of the family,[149] although some ambivalence about the relationship is evident in the popular reconceptualization of the dog–human family as a pack.[149] Some dog-trainers, such as on the television program Dog Whisperer, have promoted a dominance-model of dog–human relationships. However it has been disputed that "trying to achieve status" is characteristic of dog–human interactions.[153] Pet dogs play an active role in family life; for example, a study of conversations in dog–human families showed how family members use the dog as a resource, talking to the dog, or talking through the dog, to mediate their interactions with each other.[154]
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Increasingly, human family-members engage in activities centered on the perceived needs and interests of the dog, or in which the dog is an integral partner, such as dog dancing and dog yoga.[150]
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According to statistics published by the American Pet Products Manufacturers Association in the National Pet Owner Survey in 2009–2010, an estimated 77.5 million people in the United States have pet dogs.[155] The same source shows that nearly 40% of American households own at least one dog, of which 67% own just one dog, 25% two dogs and nearly 9% more than two dogs. There does not seem to be any gender preference among dogs as pets, as the statistical data reveal an equal number of female and male dog pets. Although several programs promote pet adoption, less than a fifth of the owned dogs come from a shelter.
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Some research suggests that a pet dog produces a considerable carbon footprint.[156][157]
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A study using magnetic resonance imaging (MRI) to compare humans and dogs showed that dogs have the same response to voices and use the same parts of the brain as humans do. This gives dogs the ability to recognize emotional human sounds, making them friendly social pets to humans.[158]
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Dogs have lived and worked with humans in many roles. In addition to dogs' role as companion animals, dogs have been bred for herding livestock (collies, sheepdogs),[159][17] hunting (hounds, pointers),[44] and rodent control (terriers).[17] Other types of working dogs include search and rescue dogs,[160] detection dogs trained to detect illicit drugs[161] or chemical weapons;[162] guard dogs; dogs who assist fishermen with the use of nets; and dogs that pull loads.[17] In 1957, the dog Laika became the first animal to be launched into Earth orbit, aboard the Soviets' Sputnik 2; she died during the flight.[163][164]
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Various kinds of service dogs and assistance dogs, including guide dogs, hearing dogs, mobility assistance dogs, and psychiatric service dogs provide assistance to individuals with disabilities.[165][166] Some dogs owned by epileptics have been shown to alert their handler when the handler shows signs of an impending seizure, sometimes well in advance of onset, allowing the guardian to seek safety, medication, or medical care.[167]
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People often enter their dogs in competitions[168] such as breed-conformation shows or sports, including racing, sledding and agility competitions.
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In conformation shows, also referred to as breed shows, a judge familiar with the specific dog breed evaluates individual purebred dogs for conformity with their established breed type as described in the breed standard. As the breed standard only deals with the externally observable qualities of the dog (such as appearance, movement, and temperament), separately tested qualities (such as ability or health) are not part of the judging in conformation shows.
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Dog meat is consumed in some East Asian countries, including Korea, China[135] and Vietnam,[136] a practice that dates back to antiquity.[169] It is estimated that 13–16 million dogs are killed and consumed in Asia every year.[170] In China, debates have ensued over banning the consumption of dog meat.[171] Following the Sui and Tang dynasties of the first millennium, however, people living on the plains of northern China began to eschew eating dogs. This is likely due to the spread of Buddhism and Islam, two religions that forbade the consumption of certain animals, including dogs. As members of the upper classes shunned dog meat, it gradually became a social taboo to eat it, despite the fact that the general population continued to consume it for centuries afterward.[172] Other cultures, such as Polynesia and pre-Columbian Mexico, also consumed dog meat in their history. However, Western, South Asian, African, and Middle Eastern cultures, in general, regard consumption of dog meat as taboo. In some places, however, such as in rural areas of Poland, dog fat is believed to have medicinal properties – being good for the lungs for instance.[173] Dog meat is also consumed in some parts of Switzerland.[174] Proponents of eating dog meat have argued that placing a distinction between livestock and dogs is western hypocrisy, and that there is no difference with eating the meat of different animals.[175][176][177][178]
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In Korea, the primary dog breed raised for meat, the nureongi (누렁이), differs from those breeds raised for pets that Koreans may keep in their homes.[179]
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The most popular Korean dog dish is gaejang-guk (also called bosintang), a spicy stew meant to balance the body's heat during the summer months. Followers of the custom claim this is done to ensure good health by balancing one's gi, or vital energy of the body. A 19th century version of gaejang-guk explains that the dish is prepared by boiling dog meat with scallions and chili powder. Variations of the dish contain chicken and bamboo shoots. While the dishes are still popular in Korea with a segment of the population, dog is not as widely consumed as beef, chicken, and pork.[179]
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In 2005, the WHO reported that 55,000 people died in Asia and Africa from rabies, a disease for which dogs are the most important vector.[180]
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Citing a 2008 study, the U.S. Center for Disease Control estimated in 2015 that 4.5 million people in the USA are bitten by dogs each year.[181] A 2015 study estimated that 1.8% of the U.S. population is bitten each year.[182] In the 1980s and 1990s the US averaged 17 fatalities per year, while since 2007 this has increased to an average of 31.[183] 77% of dog bites are from the pet of family or friends, and 50% of attacks occur on the property of the dog's legal owner.[183]
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A Colorado study found bites in children were less severe than bites in adults.[184] The incidence of dog bites in the US is 12.9 per 10,000 inhabitants, but for boys aged 5 to 9, the incidence rate is 60.7 per 10,000. Moreover, children have a much higher chance to be bitten in the face or neck.[185] Sharp claws with powerful muscles behind them can lacerate flesh in a scratch that can lead to serious infections.[186]
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In the UK between 2003 and 2004, there were 5,868 dog attacks on humans, resulting in 5,770 working days lost in sick leave.[187]
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In the United States, cats and dogs are a factor in more than 86,000 falls each year.[188] It has been estimated around 2% of dog-related injuries treated in UK hospitals are domestic accidents. The same study found that while dog involvement in road traffic accidents was difficult to quantify, dog-associated road accidents involving injury more commonly involved two-wheeled vehicles.[189]
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Toxocara canis (dog roundworm) eggs in dog feces can cause toxocariasis. In the United States, about 10,000 cases of Toxocara infection are reported in humans each year, and almost 14% of the U.S. population is infected.[190] In Great Britain, 24% of soil samples taken from public parks contained T. canis eggs.[191][failed verification] Untreated toxocariasis can cause retinal damage and decreased vision.[191] Dog feces can also contain hookworms that cause cutaneous larva migrans in humans.[192][193][194][195]
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Dogs suffer from the same common disorders as humans, these includes cancer, diabetes, heart disease, and neurologic disorders. The pathology is similar to humans, as is their response to treatment and their final outcomes. Researchers are now identifying the genes associated with dog diseases that are similar to human disorders but which lack mouse models in order to find treatments for both dogs and humans. The genes which are involved in canine obsessive compulsive disorders led to the detection of four genes in related pathways in humans.[196]
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The scientific evidence is mixed as to whether companionship of a dog can enhance human physical health and psychological wellbeing.[197] Studies suggesting that there are benefits to physical health and psychological wellbeing[198] have been criticised for being poorly controlled,[199] and finding that "the health of elderly people is related to their health habits and social supports but not to their ownership of, or attachment to, a companion animal." Earlier studies have shown that people who keep pet dogs or cats exhibit better mental and physical health than those who do not, making fewer visits to the doctor and being less likely to be on medication than non-guardians.[200]
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A 2005 paper states "recent research has failed to support earlier findings that pet ownership is associated with a reduced risk of cardiovascular disease, a reduced use of general practitioner services, or any psychological or physical benefits on health for community dwelling older people. Research has, however, pointed to significantly less absenteeism from school through sickness among children who live with pets."[197] In one study, new guardians reported a highly significant reduction in minor health problems during the first month following pet acquisition, and this effect was sustained in those with dogs through to the end of the study.[201]
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In addition, people with pet dogs took considerably more physical exercise than those with cats and those without pets. The results provide evidence that keeping pets may have positive effects on human health and behaviour, and that for guardians of dogs these effects are relatively long-term.[201] Pet guardianship has also been associated with increased coronary artery disease survival, with human guardians being significantly less likely to die within one year of an acute myocardial infarction than those who did not own dogs.[202]
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The health benefits of dogs can result from contact with dogs in general, and not solely from having dogs as pets. For example, when in the presence of a pet dog, people show reductions in cardiovascular, behavioral, and psychological indicators of anxiety.[203] Other health benefits are gained from exposure to immune-stimulating microorganisms, which, according to the hygiene hypothesis, can protect against allergies and autoimmune diseases. The benefits of contact with a dog also include social support, as dogs are able to not only provide companionship and social support themselves, but also to act as facilitators of social interactions between humans.[204] One study indicated that wheelchair users experience more positive social interactions with strangers when they are accompanied by a dog than when they are not.[205] In 2015, a study found that pet owners were significantly more likely to get to know people in their neighborhood than non-pet owners.[206]
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The practice of using dogs and other animals as a part of therapy dates back to the late 18th century, when animals were introduced into mental institutions to help socialize patients with mental disorders.[207] Animal-assisted intervention research has shown that animal-assisted therapy with a dog can increase social behaviors, such as smiling and laughing, among people with Alzheimer's disease.[208] One study demonstrated that children with ADHD and conduct disorders who participated in an education program with dogs and other animals showed increased attendance, increased knowledge and skill objectives, and decreased antisocial and violent behavior compared with those who were not in an animal-assisted program.[209]
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Every year, between 6 and 8 million dogs and cats enter US animal shelters.[210] The Humane Society of the United States (HSUS) estimates that approximately 3 to 4 million of those dogs and cats are euthanized yearly in the United States.[211] However, the percentage of dogs in US animal shelters that are eventually adopted and removed from the shelters by their new legal owners has increased since the mid-1990s from around 25% to a 2012 average of 40% among reporting shelters[212] (with many shelters reporting 60–75%).[213]
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In China, Korea, and Japan, dogs are viewed as kind protectors.[214]
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In ancient Mesopotamia, from the Old Babylonian period until the Neo-Babylonian, dogs were the symbol of Ninisina, the goddess of healing and medicine,[215] and her worshippers frequently dedicated small models of seated dogs to her.[215] In the Neo-Assyrian and Neo-Babylonian periods, dogs were used as emblems of magical protection.[215]
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In mythology, dogs often serve as pets or as watchdogs.[214] Stories of dogs guarding the gates of the underworld recur throughout Indo-European mythologies[216][217] and may originate from Proto-Indo-European religion.[216][217] In Greek mythology, Cerberus is a three-headed watchdog who guards the gates of Hades.[214] In Norse mythology, a bloody, four-eyed dog called Garmr guards Helheim.[214] In Persian mythology, two four-eyed dogs guard the Chinvat Bridge.[214] In Welsh mythology, Annwn is guarded by Cŵn Annwn.[214] In Hindu mythology, Yama, the god of death, owns two watch dogs who have four eyes. They are said to watch over the gates of Naraka.[218]
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The hunter god Muthappan from North Malabar region of Kerala has a hunting dog as his mount. Dogs are found in and out of the Muthappan Temple and offerings at the shrine take the form of bronze dog figurines.[219] In Philippine mythology, Kimat who is the pet of Tadaklan, god of thunder, is responsible for lightning.
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The role of the dog in Chinese mythology includes a position as one of the twelve animals which cyclically represent years (the zodiacal dog). Three of the 88 constellations in western astronomy also represent dogs: Canis Major (the Great Dog, whose brightest star, Sirius, is also called the Dog Star), Canis Minor (the Little Dog), and Canes Venatici (the Hunting Dogs).
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In Christianity, dogs represent faithfulness.[214] Within the Roman Catholic denomination specifically, the iconography of Saint Dominic includes a dog, after the hallow's mother dreamt of a dog springing from her womb and becoming pregnant shortly thereafter.[220] As such, the Dominican Order (Ecclesiastical Latin: Dominicanus) means "dogs of the Lord" or "hounds of the Lord" (Ecclesiastical Latin: domini canis).[220] In Christian folklore, a church grim often takes the form of a black dog to guard Christian churches and their churchyards from sacrilege.[221]
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Jewish law does not prohibit keeping dogs and other pets.[222] Jewish law requires Jews to feed dogs (and other animals that they own) before themselves, and make arrangements for feeding them before obtaining them.[222]
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The view on dogs in Islam is mixed, with some schools of thought viewing it as unclean,[214] although Khaled Abou El Fadl states that this view is based on "pre-Islamic Arab mythology" and "a tradition to be falsely attributed to the Prophet".[223] Therefore, Sunni Malaki and Hanafi jurists permit the trade of and keeping of dogs as pets.[224]
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In Homer's epic poem the Odyssey, when the disguised Odysseus returns home after 20 years he is recognized only by his faithful dog, Argos, who has been waiting for his return.
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Cultural depictions of dogs in art extend back thousands of years to when dogs were portrayed on the walls of caves. Representations of dogs became more elaborate as individual breeds evolved and the relationships between human and canine developed. Hunting scenes were popular in the Middle Ages and the Renaissance. Dogs were depicted to symbolize guidance, protection, loyalty, fidelity, faithfulness, watchfulness, and love.[225]
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The American Kennel Club reopened a museum called "Museum of the Dog" in Manhattan after moving the attraction from outside of St. Louis.[226] The museum contains ancient artifacts, fine art, and educational opportunities for visitors.[226]
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1 |
+
A numerical digit is a single symbol (such as "2" or "5") used alone, or in combinations (such as "25"), to represent numbers (such as the number 25) according to some positional numeral systems. The single digits (as one-digit-numerals) and their combinations (such as "25") are the numerals of the numeral system they belong to. The name "digit" comes from the fact that the ten digits (Latin digiti meaning fingers)[1] of the hands correspond to the ten symbols of the common base 10 numeral system, i.e. the decimal (ancient Latin adjective decem meaning ten)[2] digits.
|
2 |
+
|
3 |
+
For a given numeral system with an integer base, the number of digits required to express arbitrary numbers is given by the absolute value of the base. For example, the decimal system (base 10) requires ten digits (0 through to 9), whereas the binary system (base 2) has two digits (e.g.: 0 and 1).
|
4 |
+
|
5 |
+
In a basic digital system, a numeral is a sequence of digits, which may be of arbitrary length. Each position in the sequence has a place value, and each digit has a value. The value of the numeral is computed by multiplying each digit in the sequence by its place value, and summing the results.
|
6 |
+
|
7 |
+
Each digit in a number system represents an integer. For example, in decimal the digit "1" represents the integer one, and in the hexadecimal system, the letter "A" represents the number ten. A positional number system has one unique digit for each integer from zero up to, but not including, the radix of the number system.
|
8 |
+
|
9 |
+
Thus in the positional decimal system, the numbers 0 to 9 can be expressed using their respective numerals "0" to "9" in the rightmost "units" position. The number 12 can be expressed with the numeral "2" in the units position, and with the numeral "1" in the "tens" position, to the left of the "2" while the number 312 can be expressed by three numerals: "3" in the "hundreds" position, "1" in the "tens" position, and "2" in the "units" position.
|
10 |
+
|
11 |
+
The decimal numeral system uses a decimal separator, commonly a period in English, or a comma in other European languages,[3] to denote the "ones place" or "units place",[4][5][6] which has a place value one. Each successive place to the left of this has a place value equal to the place value of the previous digit times the base. Similarly, each successive place to the right of the separator has a place value equal to the place value of the previous digit divided by the base. For example, in the numeral 10.34 (written in base 10),
|
12 |
+
|
13 |
+
The total value of the number is 1 ten, 0 ones, 3 tenths, and 4 hundredths. Note that the zero, which contributes no value to the number, indicates that the 1 is in the tens place rather than the ones place.
|
14 |
+
|
15 |
+
The place value of any given digit in a numeral can be given by a simple calculation, which in itself is a complement to the logic behind numeral systems. The calculation involves the multiplication of the given digit by the base raised by the exponent n − 1, where n represents the position of the digit from the separator; the value of n is positive (+), but this is only if the digit is to the left of the separator. And to the right, the digit is multiplied by the base raised by a negative (−) n. For example, in the number 10.34 (written in base 10),
|
16 |
+
|
17 |
+
The first true written positional numeral system is considered to be the Hindu–Arabic numeral system. This system was established by the 7th century in India,[12] but was not yet in its modern form because the use of the digit zero had not yet been widely accepted. Instead of a zero sometimes the digits were marked with dots to indicate their significance, or a space was used as a placeholder. The first widely acknowledged use of zero was in 876.[13] The original numerals were very similar to the modern ones, even down to the glyphs used to represent digits.[12]
|
18 |
+
|
19 |
+
By the 13th century, Western Arabic numerals were accepted in European mathematical circles (Fibonacci used them in his Liber Abaci). They began to enter common use in the 15th century.[14] By the end of the 20th century virtually all non-computerized calculations in the world were done with Arabic numerals, which have replaced native numeral systems in most cultures.
|
20 |
+
|
21 |
+
The exact age of the Maya numerals is unclear, but it is possible that it is older than the Hindu–Arabic system. The system was vigesimal (base 20), so it has twenty digits. The Mayas used a shell symbol to represent zero. Numerals were written vertically, with the ones place at the bottom. The Mayas had no equivalent of the modern decimal separator, so their system could not represent fractions.[15]
|
22 |
+
|
23 |
+
The Thai numeral system is identical to the Hindu–Arabic numeral system except for the symbols used to represent digits. The use of these digits is less common in Thailand than it once was, but they are still used alongside Arabic numerals.
|
24 |
+
|
25 |
+
The rod numerals, the written forms of counting rods once used by Chinese and Japanese mathematicians, are a decimal positional system able to represent not only zero but also negative numbers. Counting rods themselves predate the Hindu–Arabic numeral system. The Suzhou numerals are variants of rod numerals.
|
26 |
+
|
27 |
+
The binary (base 2), octal (base 8), and hexadecimal (base 16) systems, extensively used in computer science, all follow the conventions of the Hindu–Arabic numeral system.[16] The binary system uses only the digits "0" and "1", while the octal system uses the digits from "0" through "7". The hexadecimal system uses all the digits from the decimal system, plus the letters "A" through "F", which represent the numbers 10 to 15 respectively.[17]
|
28 |
+
|
29 |
+
The ternary and balanced ternary systems have sometimes been used. They are both base 3 systems.[18]
|
30 |
+
|
31 |
+
Balanced ternary is unusual in having the digit values 1, 0 and –1. Balanced ternary turns out to have some useful properties and the system has been used in the experimental Russian Setun computers.[19]
|
32 |
+
|
33 |
+
Several authors in the last 300 years have noted a facility of positional notation that amounts to a modified decimal representation. Some advantages are cited for use of numerical digits that represent negative values. In 1840 Augustin-Louis Cauchy advocated use of signed-digit representation of numbers, and in 1928 Florian Cajori presented his collection of references for negative numerals. The concept of signed-digit representation has also been taken up in computer design.
|
34 |
+
|
35 |
+
Despite the essential role of digits in describing numbers, they are relatively unimportant to modern mathematics.[20] Nevertheless, there are a few important mathematical concepts that make use of the representation of a number as a sequence of digits.
|
36 |
+
|
37 |
+
The digital root is the single-digit number obtained by summing the digits of a given number, then summing the digits of the result, and so on until a single-digit number is obtained.[21]
|
38 |
+
|
39 |
+
Casting out nines is a procedure for checking arithmetic done by hand. To describe it, let
|
40 |
+
|
41 |
+
|
42 |
+
|
43 |
+
f
|
44 |
+
(
|
45 |
+
x
|
46 |
+
)
|
47 |
+
|
48 |
+
|
49 |
+
{\displaystyle f(x)}
|
50 |
+
|
51 |
+
represent the digital root of
|
52 |
+
|
53 |
+
|
54 |
+
|
55 |
+
x
|
56 |
+
|
57 |
+
|
58 |
+
{\displaystyle x}
|
59 |
+
|
60 |
+
, as described above. Casting out nines makes use of the fact that if
|
61 |
+
|
62 |
+
|
63 |
+
|
64 |
+
A
|
65 |
+
+
|
66 |
+
B
|
67 |
+
=
|
68 |
+
C
|
69 |
+
|
70 |
+
|
71 |
+
{\displaystyle A+B=C}
|
72 |
+
|
73 |
+
, then
|
74 |
+
|
75 |
+
|
76 |
+
|
77 |
+
f
|
78 |
+
(
|
79 |
+
f
|
80 |
+
(
|
81 |
+
A
|
82 |
+
)
|
83 |
+
+
|
84 |
+
f
|
85 |
+
(
|
86 |
+
B
|
87 |
+
)
|
88 |
+
)
|
89 |
+
=
|
90 |
+
f
|
91 |
+
(
|
92 |
+
C
|
93 |
+
)
|
94 |
+
|
95 |
+
|
96 |
+
{\displaystyle f(f(A)+f(B))=f(C)}
|
97 |
+
|
98 |
+
. In the process of casting out nines, both sides of the latter equation are computed, and if they are not equal, the original addition must have been faulty.[22]
|
99 |
+
|
100 |
+
Repunits are integers that are represented with only the digit 1. For example, 1111 (one thousand, one hundred and eleven) is a repunit. Repdigits are a generalization of repunits; they are integers represented by repeated instances of the same digit. For example, 333 is a repdigit. The primality of repunits is of interest to mathematicians.[23]
|
101 |
+
|
102 |
+
Palindromic numbers are numbers that read the same when their digits are reversed.[24] A Lychrel number is a positive integer that never yields a palindromic number when subjected to the iterative process of being added to itself with digits reversed.[25] The question of whether there are any Lychrel numbers in base 10 is an open problem in recreational mathematics; the smallest candidate is 196.[26]
|
103 |
+
|
104 |
+
Counting aids, especially the use of body parts (counting on fingers), were certainly used in prehistoric times as today. There are many variations. Besides counting ten fingers, some cultures have counted knuckles, the space between fingers, and toes as well as fingers. The Oksapmin culture of New Guinea uses a system of 27 upper body locations to represent numbers.[27]
|
105 |
+
|
106 |
+
To preserve numerical information, tallies carved in wood, bone, and stone have been used since prehistoric times.[28] Stone age cultures, including ancient indigenous American groups, used tallies for gambling, personal services, and trade-goods.
|
107 |
+
|
108 |
+
A method of preserving numeric information in clay was invented by the Sumerians between 8000 and 3500 BC.[29] This was done with small clay tokens of various shapes that were strung like beads on a string. Beginning about 3500 BC, clay tokens were gradually replaced by number signs impressed with a round stylus at different angles in clay tablets (originally containers for tokens) which were then baked. About 3100 BC, written numbers were dissociated from the things being counted and became abstract numerals.
|
109 |
+
|
110 |
+
Between 2700 and 2000 BC, in Sumer, the round stylus was gradually replaced by a reed stylus that was used to press wedge-shaped cuneiform signs in clay. These cuneiform number signs resembled the round number signs they replaced and retained the additive sign-value notation of the round number signs. These systems gradually converged on a common sexagesimal number system; this was a place-value system consisting of only two impressed marks, the vertical wedge and the chevron, which could also represent fractions.[30] This sexagesimal number system was fully developed at the beginning of the Old Babylonia period (about 1950 BC) and became standard in Babylonia.[31]
|
111 |
+
|
112 |
+
Sexagesimal numerals were a mixed radix system that retained the alternating base 10 and base 6 in a sequence of cuneiform vertical wedges and chevrons. By 1950 BC, this was a positional notation system. Sexagesimal numerals came to be widely used in commerce, but were also used in astronomical and other calculations. This system was exported from Babylonia and used throughout Mesopotamia, and by every Mediterranean nation that used standard Babylonian units of measure and counting, including the Greeks, Romans and Egyptians. Babylonian-style sexagesimal numeration is still used in modern societies to measure time (minutes per hour) and angles (degrees).[32]
|
113 |
+
|
114 |
+
In China, armies and provisions were counted using modular tallies of prime numbers. Unique numbers of troops and measures of rice appear as unique combinations of these tallies. A great convenience of modular arithmetic is that it is easy to multiply.[33] This makes use of modular arithmetic for provisions especially attractive. Conventional tallies are quite difficult to multiply and divide. In modern times modular arithmetic is sometimes used in digital signal processing.[34]
|
115 |
+
|
116 |
+
The oldest Greek system was that of the Attic numerals,[35] but in the 4th century BC they began to use a quasidecimal alphabetic system (see Greek numerals).[36] Jews began using a similar system (Hebrew numerals), with the oldest examples known being coins from around 100 BC.[37]
|
117 |
+
|
118 |
+
The Roman empire used tallies written on wax, papyrus and stone, and roughly followed the Greek custom of assigning letters to various numbers. The Roman numerals system remained in common use in Europe until positional notation came into common use in the 16th century.[38]
|
119 |
+
|
120 |
+
The Maya of Central America used a mixed base 18 and base 20 system, possibly inherited from the Olmec, including advanced features such as positional notation and a zero.[39] They used this system to make advanced astronomical calculations, including highly accurate calculations of the length of the solar year and the orbit of Venus.[40]
|
121 |
+
|
122 |
+
The Incan Empire ran a large command economy using quipu, tallies made by knotting colored fibers.[41] Knowledge of the encodings of the knots and colors was suppressed by the Spanish conquistadors in the 16th century, and has not survived although simple quipu-like recording devices are still used in the Andean region.
|
123 |
+
|
124 |
+
Some authorities believe that positional arithmetic began with the wide use of counting rods in China.[42] The earliest written positional records seem to be rod calculus results in China around 400. Zero was first used in India in the 7th century CE by Brahmagupta.[43]
|
125 |
+
|
126 |
+
The modern positional Arabic numeral system was developed by mathematicians in India, and passed on to Muslim mathematicians, along with astronomical tables brought to Baghdad by an Indian ambassador around 773.[44]
|
127 |
+
|
128 |
+
From India, the thriving trade between Islamic sultans and Africa carried the concept to Cairo. Arabic mathematicians extended the system to include decimal fractions, and Muḥammad ibn Mūsā al-Ḵwārizmī wrote an important work about it in the 9th century.[45] The modern Arabic numerals were introduced to Europe with the translation of this work in the 12th century in Spain and Leonardo of Pisa's Liber Abaci of 1201.[46] In Europe, the complete Indian system with the zero was derived from the Arabs in the 12th century.[47]
|
129 |
+
|
130 |
+
The binary system (base 2), was propagated in the 17th century by Gottfried Leibniz.[48] Leibniz had developed the concept early in his career, and had revisited it when he reviewed a copy of the I Ching from China.[49] Binary numbers came into common use in the 20th century because of computer applications.[48]
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|
1 |
+
|
2 |
+
|
3 |
+
Roman numerals are a numeral system that originated in ancient Rome and remained the usual way of writing numbers throughout Europe well into the Late Middle Ages. Numbers in this system are represented by combinations of letters from the Latin alphabet. Modern usage employs seven symbols, each with a fixed integer value:[1]
|
4 |
+
|
5 |
+
The use of Roman numerals continued long after the decline of the Roman Empire. From the 14th century on, Roman numerals began to be replaced in most contexts by the more convenient Arabic numerals; however, this process was gradual, and the use of Roman numerals persists in some minor applications to this day.
|
6 |
+
|
7 |
+
One place they are often seen is on clock faces. For instance, on the clock of Big Ben (designed in 1852), the hours from 1 to 12 are written as:
|
8 |
+
|
9 |
+
The notations IV and IX can be read as "one less than five" (4) and "one less than ten" (9), although there is a tradition favouring representation of "4" as "IIII" on Roman numeral clocks.[2]
|
10 |
+
|
11 |
+
Other common uses include year numbers on monuments and buildings and copyright dates on the title screens of movies and television programs. MCM, signifying "a thousand, and a hundred less than another thousand", means 1900, so 1912 is written MCMXII. For the years of this century, MM indicates 2000. The current year is MMXX (2020).
|
12 |
+
|
13 |
+
There has never been an officially "binding", or universally accepted standard for Roman numerals. Usage in ancient Rome varied greatly and became thoroughly chaotic in medieval times. Even the post-renaissance restoration of a largely "classical" notation has failed to produce total consistency: variant forms are even defended by some modern writers as offering improved "flexibility".[3]
|
14 |
+
On the other hand, especially where a Roman numeral is considered a legally binding expression of a number, as in U.S. Copyright law (where an "incorrect" or ambiguous numeral may invalidate a copyright claim, or affect the termination date of the copyright period)[4] it is desirable to strictly follow the usual modern standardized orthography.
|
15 |
+
|
16 |
+
This section defines a standard form of Roman numerals that is in current, more or less universal use, is unambiguous, and permits only one representation for each value.[5] It does not attempt to either endorse or refute every combination of Roman numeral symbols that has been, could be, or is used.
|
17 |
+
|
18 |
+
Roman numerals are essentially a decimal or "base 10" number system, with a "digit" for each power of ten – thousands, hundreds, tens and units. Each digit is represented by a fixed symbol or combination of symbols. In the absence of "place keeping" zeros, different symbols are used for each power of ten but each follows the same pattern,[6] as summarised in this table
|
19 |
+
|
20 |
+
The numerals for 4 (IV) and 9 (IX) are written using "subtractive notation",[7] where the first symbol (I) is subtracted from the larger one (V, or X), thus avoiding the clumsier (IIII, and VIIII).[a] Subtractive notation is also used for 40 (XL) and 90 (XC), as well as 400 (CD) and 900 (CM).[8] These are the only subtractive forms in standard use.
|
21 |
+
|
22 |
+
A number containing several decimal digits is built by appending them from highest to lowest, as in the following examples:
|
23 |
+
|
24 |
+
Any missing place (represented by a zero in the Arabic equivalent) is omitted, as in Latin (and English) speech:
|
25 |
+
|
26 |
+
Roman numerals for large numbers are nowadays seen mainly in the form of year numbers, as in these examples:
|
27 |
+
|
28 |
+
The largest number that can be represented in this notation is 3,999 (MMMCMXCIX). Since the largest Roman numeral likely to be required today is MMXX (the current year) any pressing need for larger Roman numerals is hypothetical. Ancient and medieval users of the system used various means to write larger numbers, two of which are described below, under "Large numbers".
|
29 |
+
|
30 |
+
Forms exist that vary in one way or another from the general "standard" described above.
|
31 |
+
|
32 |
+
While subtractive notation for 4, 40 and 400 (IV, XL and CD) has been the usual form since Roman times, additive notation (IIII, XXXX,[11] and CCCC[11]) continued to be used, including in compound numbers like XXIIII,[12] LXXIIII,[13] and CCCCLXXXX.[14] The additive forms for 9, 90, and 900 (VIIII,[11] LXXXX,[15] and DCCCC[16]) have also been used, although less frequently.
|
33 |
+
|
34 |
+
The two conventions could be mixed in the same document or inscription, even in the same numeral. On the numbered gates to the Colosseum, for instance, IIII is systematically used instead of IV, but subtractive notation is used for other digits; so that gate 44 is labelled XLIIII.[17] Isaac Asimov speculates that the use of IV, as the initial letters of IVPITTER (a classical Latin spelling of the name of the Roman god Jupiter), may have been felt to have been impious in this context.[18]
|
35 |
+
|
36 |
+
Modern clock faces that use Roman numerals still usually employ IIII for four o'clock but IX for nine o'clock, a practice that goes back to very early clocks such as the Wells Cathedral clock of the late 14th century.[19][20][21] However, this is far from universal: for example, the clock on the Palace of Westminster tower, "Big Ben", uses a subtractive IV for 4 o'clock.[20]
|
37 |
+
|
38 |
+
Several monumental inscriptions created in the early 20th century use variant forms for "1900" (usually written MCM). These vary from MDCCCCX – a classical use of additive notation for MCMX (1910), as seen on Admiralty Arch, London, to the more unusual, if not unique MDCDIII for MCMIII (1903), on the north entrance to the Saint Louis Art Museum.[22]
|
39 |
+
|
40 |
+
Especially on tombstones and other funerary inscriptions 5 and 50 have been occasionally written IIIII and XXXXX instead of V and L, and there are instances such as IIIIII and XXXXXX rather than VI or LX.[23][24]
|
41 |
+
|
42 |
+
The irregular use of subtractive notation, such as IIIXX for 17,[25] IIXX for 18,[26] IIIC for 97,[27] IIC for 98,[28][29] and IC for 99[30] have been occasionally used. A possible explanation is that the word for 18 in Latin is duodeviginti, literally "two from twenty". Similarly, the words for 98 and 99 were duodecentum (two from hundred) and undecentum (one from hundred), respectively.[31] However, the explanation does not seem to apply to IIIXX and IIIC, since the Latin words for 17 and 97 were septendecim (seven ten) and nonaginta septem (ninety seven), respectively.
|
43 |
+
|
44 |
+
Another example of irregular subtractive notation is the use of XIIX for 18. It was used by officers of the XVIII Roman Legion to write their number.[32][33] The notation appears prominently on the cenotaph of their senior centurion Marcus Caelius (c. 45 BC – AD 9). There does not seem to be a linguistic explanation for this use, although it is one stroke shorter than XVIII.
|
45 |
+
|
46 |
+
On the publicly displayed official Roman calendars known as Fasti, the numbers 18 and 28 could be represented by XIIX and XXIIX respectively; the XIIX for 18 days to the next Kalends, and XXIIX for the number of days in February. The latter can be seen on the sole extant pre-Julian calendar, the Fasti Antiates Maiores.[34]
|
47 |
+
|
48 |
+
While irregular subtractive and additive notation has been used at least occasionally throughout history, some Roman numerals have been observed in documents and inscriptions that do not fit either system. Some of these variants do not seem to have been used outside specific contexts, and may have been regarded as errors even by contemporaries.
|
49 |
+
|
50 |
+
As Roman numerals are composed of ordinary alphabetic characters, there may sometimes be confusion with other uses of the same letters. For example, "XXX" and "XL" have other connotations in addition to their values as Roman numerals, while "IXL" more often than not is a gramogram of "I excel", and is in any case not an unambiguous Roman numeral.
|
51 |
+
|
52 |
+
The number zero did not originally have its own Roman numeral, but the word nulla (the Latin word meaning "none") was used by medieval scholars to represent 0. Dionysius Exiguus was known to use nulla alongside Roman numerals in 525.[40][41] About 725, Bede or one of his colleagues used the letter N, the initial of nulla or of nihil (the Latin word for "nothing") for 0, in a table of epacts, all written in Roman numerals.[42]
|
53 |
+
|
54 |
+
Though the Romans used a decimal system for whole numbers, reflecting how they counted in Latin, they used a duodecimal system for fractions, because the divisibility of twelve (12 = 22 × 3) makes it easier to handle the common fractions of 1⁄3 and 1⁄4 than does a system based on ten (10 = 2 × 5). On coins, many of which had values that were duodecimal fractions of the unit as, they used a tally-like notational system based on twelfths and halves. A dot (·) indicated an uncia "twelfth", the source of the English words inch and ounce; dots were repeated for fractions up to five twelfths. Six twelfths (one half) was abbreviated as the letter S for semis "half". Uncia dots were added to S for fractions from seven to eleven twelfths, just as tallies were added to V for whole numbers from six to nine.[43]
|
55 |
+
|
56 |
+
Each fraction from 1⁄12 to 12⁄12 had a name in Roman times; these corresponded to the names of the related coins:
|
57 |
+
|
58 |
+
The arrangement of the dots was variable and not necessarily linear. Five dots arranged like (⁙) (as on the face of a die) are known as a quincunx, from the name of the Roman fraction/coin. The Latin words sextans and quadrans are the source of the English words sextant and quadrant.
|
59 |
+
|
60 |
+
Other Roman fractional notations included the following:
|
61 |
+
|
62 |
+
During the centuries that Roman numerals remained the standard way of writing numbers throughout Europe, there were various extensions to the system designed to indicate larger numbers, none of which were ever standardised.
|
63 |
+
|
64 |
+
One of these was the apostrophus,[44] in which 500 (usually written as "D") was written as IↃ, while 1,000, was written as CIↃ instead of "M".[18] This is a system of encasing numbers to denote thousands (imagine the Cs and Ↄs as parentheses), which has its origins in Etruscan numeral usage. The IↃ and CIↃ used to represent 500 and 1,000 most likely preceded, and subsequently influenced, the adoption of "D" and "M" in conventional Roman numerals.
|
65 |
+
|
66 |
+
In this system, an extra Ↄ denoted 500, and multiple extra Ↄs are used to denote 5,000, 50,000, etc. For example:
|
67 |
+
|
68 |
+
Sometimes CIↃ was reduced to ↀ for 1,000. John Wallis is often credited for introducing the symbol for infinity (modern ∞), and one conjecture is that he based it on this usage, since 1,000 was hyperbolically used to represent very large numbers. Similarly, IↃↃ for 5,000 was reduced to ↁ; CCIↃↃ for 10,000 to ↂ; IↃↃↃ for 50,000 to ↇ; and CCCIↃↃↃ for 100,000 to ↈ.
|
69 |
+
[45]
|
70 |
+
|
71 |
+
Another system was the vinculum, in which conventional Roman numerals were multiplied by 1,000 by adding a "bar" or "overline".[45] Although mathematical historian David Eugene Smith disputes that this was part of ancient Roman usage,[46] the notation was certainly in use in the Middle Ages. Although modern usage is largely hypothetical it is certainly easier for a modern user to decode than the Apostrophus,
|
72 |
+
|
73 |
+
Another inconsistent medieval usage was the addition of vertical lines (or brackets) before and after the numeral to multiply it by 10 (or 100): thus M for 10,000 as an alternative form for X. In combination with the overline the bracketed forms might be used to raise the multiplier to (say) ten (or one hundred) thousand, thus:
|
74 |
+
|
75 |
+
This use of lines is distinct from the custom, once very common, of adding both underline and overline (or very large serifs) to a Roman numeral, simply to make it clear that it is a number, e.g. MCMLXVII (1967).
|
76 |
+
|
77 |
+
The system is closely associated with the ancient city-state of Rome and the Empire that it created. However, due to the scarcity of surviving examples, the origins of the system are obscure and there are several competing theories, all largely conjectural.
|
78 |
+
|
79 |
+
Rome was founded sometime between 850 and 750 BC. At the time, the region was inhabited by diverse populations of which the Etruscans were the most advanced. The ancient Romans themselves admitted that the basis of much of their civilization was Etruscan. Rome itself was located next to the southern edge of the Etruscan domain, which covered a large part of north-central Italy.
|
80 |
+
|
81 |
+
The Roman numerals, in particular, are directly derived from the Etruscan number symbols: "𐌠", "𐌡", "𐌢", "𐌣", and "𐌟" for 1, 5, 10, 50, and 100 (They had more symbols for larger numbers, but it is unknown which symbol represents which number). As in the basic Roman system, the Etruscans wrote the symbols that added to the desired number, from higher to lower value. Thus the number 87, for example, would be written 50 + 10 + 10 + 10 + 5 + 1 + 1 = 𐌣𐌢𐌢𐌢𐌡𐌠𐌠 (this would appear as 𐌠𐌠𐌡𐌢𐌢𐌢𐌣 since Etruscan was written from right to left.)[47]
|
82 |
+
|
83 |
+
The symbols "𐌠" and "𐌡" resembled letters of the Etruscan alphabet, but "𐌢", "𐌣", and "𐌟" did not. The Etruscans used the subtractive notation, too, but not like the Romans. They wrote 17, 18, and 19 as "𐌠𐌠𐌠𐌢𐌢", "𐌠𐌠𐌢𐌢", and 𐌠𐌢𐌢, mirroring the way they spoke those numbers ("three from twenty", etc.); and similarly for 27, 28, 29, 37, 38, etc. However they did not write "𐌠𐌡" for 4 (or "𐌢𐌣" for 40), and wrote "𐌡𐌠𐌠", "𐌡𐌠𐌠𐌠" and "𐌡𐌠𐌠𐌠𐌠" for 7, 8, and 9, respectively.[47]
|
84 |
+
|
85 |
+
The early Roman numerals for 1, 10, and 100 were the Etruscan ones: "I", "X", and "Ж". The symbols for 5 and 50 changed from Ʌ and "𐌣" to V and ↆ at some point. The latter had flattened to ⊥ (an inverted T) by the time of Augustus, and soon afterwards became identified with the graphically similar letter L.[48]
|
86 |
+
|
87 |
+
The symbol for 100 was written variously as >I< or ƆIC, was then abbreviated to Ɔ or C, with C (which matched a Latin letter) finally winning out. It may have helped that C is the initial of centum, Latin for "hundred".
|
88 |
+
|
89 |
+
The numbers 500 and 1000 were denoted by V or X overlaid with a box or circle. Thus 500 was like a Ɔ superimposed on a Þ. It became D or Ð by the time of Augustus, under the graphic influence of the letter D. It was later identified as the letter D; an alternative symbol for "thousand" was a CIƆ, and half of a thousand or "five hundred" is the right half of the symbol, IƆ, and this may have been converted into D.[18]
|
90 |
+
|
91 |
+
The notation for 1000 was a circled or boxed X: Ⓧ, ⊗, ⊕, and by Augustinian times was partially identified with the Greek letter Φ phi. Over time, the symbol changed to Ψ and ↀ. The latter symbol further evolved into ∞, then ⋈, and eventually changed to M under the influence of the Latin word mille "thousand".[48]
|
92 |
+
|
93 |
+
According to Paul Kayser, the basic numerical symbols were I, X, C and Φ (or ⊕) and the intermediate ones were derived by taking half of those (half an X is V, half a C is L and half a Φ/⊕ is D).[49]
|
94 |
+
|
95 |
+
Lower case, minuscule, letters were developed in the Middle Ages, well after the demise of the Western Roman Empire, and since that time lower-case versions of Roman numbers have also been commonly used: i, ii, iii, iv, and so on.
|
96 |
+
|
97 |
+
Since the Middle Ages, a "j" has sometimes been substituted for the final "i" of a "lower-case" Roman numeral, such as "iij" for 3 or "vij" for 7. This "j" can be considered a swash variant of "i". The use of a final "j" is still used in medical prescriptions to prevent tampering with or misinterpretation of a number after it is written.[50][51]
|
98 |
+
|
99 |
+
Numerals in documents and inscriptions from the Middle Ages sometimes include additional symbols, which today are called "medieval Roman numerals". Some simply substitute another letter for the standard one (such as "A" for "V", or "Q" for "D"), while others serve as abbreviations for compound numerals ("O" for "XI", or "F" for "XL"). Although they are still listed today in some dictionaries, they are long out of use.[52]
|
100 |
+
|
101 |
+
Chronograms, messages with dates encoded into them, were popular during the Renaissance era. The chronogram would be a phrase containing the letters I, V, X, L, C, D, and M. By putting these letters together, the reader would obtain a number, usually indicating a particular year.
|
102 |
+
|
103 |
+
By the 11th century, Arabic numerals had been introduced into Europe from al-Andalus, by way of Arab traders and arithmetic treatises. Roman numerals, however, proved very persistent, remaining in common use in the West well into the 14th and 15th centuries, even in accounting and other business records (where the actual calculations would have been made using an abacus). Replacement by their more convenient "Arabic" equivalents was quite gradual, and Roman numerals are still used today in certain contexts. A few examples of their current use are:
|
104 |
+
|
105 |
+
In astronomy, the natural satellites or "moons" of the planets are traditionally designated by capital Roman numerals appended to the planet's name. For example, Titan's designation is Saturn VI.
|
106 |
+
|
107 |
+
In chemistry, Roman numerals are often used to denote the groups of the periodic table.
|
108 |
+
They are also used in the IUPAC nomenclature of inorganic chemistry, for the oxidation number of cations which can take on several different positive charges. They are also used for naming phases of polymorphic crystals, such as ice.
|
109 |
+
|
110 |
+
In education, school grades (in the sense of year-groups rather than test scores) are sometimes referred to by a Roman numeral; for example, "grade IX" is sometimes seen for "grade 9".
|
111 |
+
|
112 |
+
In entomology, the broods of the thirteen and seventeen year periodical cicadas are identified by Roman numerals.
|
113 |
+
|
114 |
+
In advanced mathematics (including trigonometry, statistics, and calculus), when a graph includes negative numbers, its quadrants are named using I, II, III, and IV. These quadrant names signify positive numbers on both axes, negative numbers on the X axis, negative numbers on both axes, and negative numbers on the Y axis, respectively. The use of Roman numerals to designate quadrants avoids confusion, since Arabic numerals are used for the actual data represented in the graph.
|
115 |
+
|
116 |
+
In military unit designation, Roman numerals are often used to distinguish between units at different levels. This reduces possible confusion, especially when viewing operational or strategic level maps. In particular, army corps are often numbered using Roman numerals (for example the American XVIII Airborne Corps or the WW2-era German III Panzerkorps) with Arabic numerals being used for divisions and armies.
|
117 |
+
|
118 |
+
In music, Roman numerals are used in several contexts:
|
119 |
+
|
120 |
+
In pharmacy, Roman numerals are used in some contexts, including S to denote "one half" and N to denote "zero".[57]
|
121 |
+
|
122 |
+
In photography, Roman numerals (with zero) are used to denote varying levels of brightness when using the Zone System.
|
123 |
+
|
124 |
+
In seismology, Roman numerals are used to designate degrees of the Mercalli intensity scale of earthquakes.
|
125 |
+
|
126 |
+
In sport the team containing the "top" players and representing a nation or province, a club or a school at the highest level in (say) rugby union is often called the "1st XV", while a lower-ranking cricket or American football team might be the "3rd XI".
|
127 |
+
|
128 |
+
In tarot, Roman numerals (with zero) are used to denote the cards of the Major Arcana.
|
129 |
+
|
130 |
+
In theology and biblical scholarship, the Septuagint is often referred to as LXX, as this translation of the Old Testament into Greek is named for the legendary number of its translators (septuaginta being Latin for "seventy").
|
131 |
+
|
132 |
+
Some uses that are rare or never seen in English speaking countries may be relatively common in parts of continental Europe. For instance:
|
133 |
+
|
134 |
+
Capital or small capital Roman numerals are widely used in Romance languages to denote centuries, e.g. the French xviiie siècle[58] and the Spanish siglo XVIII mean "18th century". Slavic languages in and adjacent to Russia similarly favor Roman numerals (xviii век). On the other hand, in Slavic languages in Central Europe, like most Germanic languages, one writes "18." (with a period) before the local word for "century".
|
135 |
+
|
136 |
+
Mixed Roman and Arabic numerals are sometimes used in numeric representations of dates (especially in formal letters and official documents, but also on tombstones). The month is written in Roman numerals, while the day is in Arabic numerals: "14.VI.1789" and "VI.14.1789" both refer unambiguously to 14 June 1789.
|
137 |
+
|
138 |
+
Roman numerals are sometimes used to represent the days of the week in hours-of-operation signs displayed in windows or on doors of businesses,[59] and also sometimes in railway and bus timetables. Monday, taken as the first day of the week, is represented by I. Sunday is represented by VII. The hours of operation signs are tables composed of two columns where the left column is the day of the week in Roman numerals and the right column is a range of hours of operation from starting time to closing time. In the example case (left), the business opens from 10 AM to 7 PM on weekdays, 10 AM to 5 PM on Saturdays and is closed on Sundays. Note that the listing uses 24-hour time.
|
139 |
+
|
140 |
+
Roman numerals may also be used for floor numbering.[60][61] For instance, apartments in central Amsterdam are indicated as 138-III, with both an Arabic numeral (number of the block or house) and a Roman numeral (floor number). The apartment on the ground floor is indicated as 138-huis.
|
141 |
+
|
142 |
+
In Italy, where roads outside built-up areas have kilometre signs, major roads and motorways also mark 100-metre subdivisionals, using Roman numerals from I to IX for the smaller intervals. The sign "IX | 17" thus marks 17.9 km.
|
143 |
+
|
144 |
+
A notable exception to the use of Roman numerals in Europe is in Greece, where Greek numerals (based on the Greek alphabet) are generally used in contexts where Roman numerals would be used elsewhere.
|
145 |
+
|
146 |
+
The "Number Forms" block of the Unicode computer character set standard has a number of Roman numeral symbols in the range of code points from U+2160 to U+2188.[62] This range includes both upper- and lowercase numerals, as well as pre-combined characters for numbers up to 12 (Ⅻ or XII). One justification for the existence of pre-combined numbers is to facilitate the setting of multiple-letter numbers (such as VIII) on a single horizontal line in Asian vertical text. The Unicode standard, however, includes special Roman numeral code points for compatibility only, stating that "[f]or most purposes, it is preferable to compose the Roman numerals from sequences of the appropriate Latin letters".[63]
|
147 |
+
The block also includes some apostrophus symbols for large numbers, an old variant of "L" (50) similar to the Etruscan character, the Claudian letter "reversed C", etc.
|
148 |
+
|
149 |
+
|
150 |
+
|
en/1066.html.txt
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|
1 |
+
A numerical digit is a single symbol (such as "2" or "5") used alone, or in combinations (such as "25"), to represent numbers (such as the number 25) according to some positional numeral systems. The single digits (as one-digit-numerals) and their combinations (such as "25") are the numerals of the numeral system they belong to. The name "digit" comes from the fact that the ten digits (Latin digiti meaning fingers)[1] of the hands correspond to the ten symbols of the common base 10 numeral system, i.e. the decimal (ancient Latin adjective decem meaning ten)[2] digits.
|
2 |
+
|
3 |
+
For a given numeral system with an integer base, the number of digits required to express arbitrary numbers is given by the absolute value of the base. For example, the decimal system (base 10) requires ten digits (0 through to 9), whereas the binary system (base 2) has two digits (e.g.: 0 and 1).
|
4 |
+
|
5 |
+
In a basic digital system, a numeral is a sequence of digits, which may be of arbitrary length. Each position in the sequence has a place value, and each digit has a value. The value of the numeral is computed by multiplying each digit in the sequence by its place value, and summing the results.
|
6 |
+
|
7 |
+
Each digit in a number system represents an integer. For example, in decimal the digit "1" represents the integer one, and in the hexadecimal system, the letter "A" represents the number ten. A positional number system has one unique digit for each integer from zero up to, but not including, the radix of the number system.
|
8 |
+
|
9 |
+
Thus in the positional decimal system, the numbers 0 to 9 can be expressed using their respective numerals "0" to "9" in the rightmost "units" position. The number 12 can be expressed with the numeral "2" in the units position, and with the numeral "1" in the "tens" position, to the left of the "2" while the number 312 can be expressed by three numerals: "3" in the "hundreds" position, "1" in the "tens" position, and "2" in the "units" position.
|
10 |
+
|
11 |
+
The decimal numeral system uses a decimal separator, commonly a period in English, or a comma in other European languages,[3] to denote the "ones place" or "units place",[4][5][6] which has a place value one. Each successive place to the left of this has a place value equal to the place value of the previous digit times the base. Similarly, each successive place to the right of the separator has a place value equal to the place value of the previous digit divided by the base. For example, in the numeral 10.34 (written in base 10),
|
12 |
+
|
13 |
+
The total value of the number is 1 ten, 0 ones, 3 tenths, and 4 hundredths. Note that the zero, which contributes no value to the number, indicates that the 1 is in the tens place rather than the ones place.
|
14 |
+
|
15 |
+
The place value of any given digit in a numeral can be given by a simple calculation, which in itself is a complement to the logic behind numeral systems. The calculation involves the multiplication of the given digit by the base raised by the exponent n − 1, where n represents the position of the digit from the separator; the value of n is positive (+), but this is only if the digit is to the left of the separator. And to the right, the digit is multiplied by the base raised by a negative (−) n. For example, in the number 10.34 (written in base 10),
|
16 |
+
|
17 |
+
The first true written positional numeral system is considered to be the Hindu–Arabic numeral system. This system was established by the 7th century in India,[12] but was not yet in its modern form because the use of the digit zero had not yet been widely accepted. Instead of a zero sometimes the digits were marked with dots to indicate their significance, or a space was used as a placeholder. The first widely acknowledged use of zero was in 876.[13] The original numerals were very similar to the modern ones, even down to the glyphs used to represent digits.[12]
|
18 |
+
|
19 |
+
By the 13th century, Western Arabic numerals were accepted in European mathematical circles (Fibonacci used them in his Liber Abaci). They began to enter common use in the 15th century.[14] By the end of the 20th century virtually all non-computerized calculations in the world were done with Arabic numerals, which have replaced native numeral systems in most cultures.
|
20 |
+
|
21 |
+
The exact age of the Maya numerals is unclear, but it is possible that it is older than the Hindu–Arabic system. The system was vigesimal (base 20), so it has twenty digits. The Mayas used a shell symbol to represent zero. Numerals were written vertically, with the ones place at the bottom. The Mayas had no equivalent of the modern decimal separator, so their system could not represent fractions.[15]
|
22 |
+
|
23 |
+
The Thai numeral system is identical to the Hindu–Arabic numeral system except for the symbols used to represent digits. The use of these digits is less common in Thailand than it once was, but they are still used alongside Arabic numerals.
|
24 |
+
|
25 |
+
The rod numerals, the written forms of counting rods once used by Chinese and Japanese mathematicians, are a decimal positional system able to represent not only zero but also negative numbers. Counting rods themselves predate the Hindu–Arabic numeral system. The Suzhou numerals are variants of rod numerals.
|
26 |
+
|
27 |
+
The binary (base 2), octal (base 8), and hexadecimal (base 16) systems, extensively used in computer science, all follow the conventions of the Hindu–Arabic numeral system.[16] The binary system uses only the digits "0" and "1", while the octal system uses the digits from "0" through "7". The hexadecimal system uses all the digits from the decimal system, plus the letters "A" through "F", which represent the numbers 10 to 15 respectively.[17]
|
28 |
+
|
29 |
+
The ternary and balanced ternary systems have sometimes been used. They are both base 3 systems.[18]
|
30 |
+
|
31 |
+
Balanced ternary is unusual in having the digit values 1, 0 and –1. Balanced ternary turns out to have some useful properties and the system has been used in the experimental Russian Setun computers.[19]
|
32 |
+
|
33 |
+
Several authors in the last 300 years have noted a facility of positional notation that amounts to a modified decimal representation. Some advantages are cited for use of numerical digits that represent negative values. In 1840 Augustin-Louis Cauchy advocated use of signed-digit representation of numbers, and in 1928 Florian Cajori presented his collection of references for negative numerals. The concept of signed-digit representation has also been taken up in computer design.
|
34 |
+
|
35 |
+
Despite the essential role of digits in describing numbers, they are relatively unimportant to modern mathematics.[20] Nevertheless, there are a few important mathematical concepts that make use of the representation of a number as a sequence of digits.
|
36 |
+
|
37 |
+
The digital root is the single-digit number obtained by summing the digits of a given number, then summing the digits of the result, and so on until a single-digit number is obtained.[21]
|
38 |
+
|
39 |
+
Casting out nines is a procedure for checking arithmetic done by hand. To describe it, let
|
40 |
+
|
41 |
+
|
42 |
+
|
43 |
+
f
|
44 |
+
(
|
45 |
+
x
|
46 |
+
)
|
47 |
+
|
48 |
+
|
49 |
+
{\displaystyle f(x)}
|
50 |
+
|
51 |
+
represent the digital root of
|
52 |
+
|
53 |
+
|
54 |
+
|
55 |
+
x
|
56 |
+
|
57 |
+
|
58 |
+
{\displaystyle x}
|
59 |
+
|
60 |
+
, as described above. Casting out nines makes use of the fact that if
|
61 |
+
|
62 |
+
|
63 |
+
|
64 |
+
A
|
65 |
+
+
|
66 |
+
B
|
67 |
+
=
|
68 |
+
C
|
69 |
+
|
70 |
+
|
71 |
+
{\displaystyle A+B=C}
|
72 |
+
|
73 |
+
, then
|
74 |
+
|
75 |
+
|
76 |
+
|
77 |
+
f
|
78 |
+
(
|
79 |
+
f
|
80 |
+
(
|
81 |
+
A
|
82 |
+
)
|
83 |
+
+
|
84 |
+
f
|
85 |
+
(
|
86 |
+
B
|
87 |
+
)
|
88 |
+
)
|
89 |
+
=
|
90 |
+
f
|
91 |
+
(
|
92 |
+
C
|
93 |
+
)
|
94 |
+
|
95 |
+
|
96 |
+
{\displaystyle f(f(A)+f(B))=f(C)}
|
97 |
+
|
98 |
+
. In the process of casting out nines, both sides of the latter equation are computed, and if they are not equal, the original addition must have been faulty.[22]
|
99 |
+
|
100 |
+
Repunits are integers that are represented with only the digit 1. For example, 1111 (one thousand, one hundred and eleven) is a repunit. Repdigits are a generalization of repunits; they are integers represented by repeated instances of the same digit. For example, 333 is a repdigit. The primality of repunits is of interest to mathematicians.[23]
|
101 |
+
|
102 |
+
Palindromic numbers are numbers that read the same when their digits are reversed.[24] A Lychrel number is a positive integer that never yields a palindromic number when subjected to the iterative process of being added to itself with digits reversed.[25] The question of whether there are any Lychrel numbers in base 10 is an open problem in recreational mathematics; the smallest candidate is 196.[26]
|
103 |
+
|
104 |
+
Counting aids, especially the use of body parts (counting on fingers), were certainly used in prehistoric times as today. There are many variations. Besides counting ten fingers, some cultures have counted knuckles, the space between fingers, and toes as well as fingers. The Oksapmin culture of New Guinea uses a system of 27 upper body locations to represent numbers.[27]
|
105 |
+
|
106 |
+
To preserve numerical information, tallies carved in wood, bone, and stone have been used since prehistoric times.[28] Stone age cultures, including ancient indigenous American groups, used tallies for gambling, personal services, and trade-goods.
|
107 |
+
|
108 |
+
A method of preserving numeric information in clay was invented by the Sumerians between 8000 and 3500 BC.[29] This was done with small clay tokens of various shapes that were strung like beads on a string. Beginning about 3500 BC, clay tokens were gradually replaced by number signs impressed with a round stylus at different angles in clay tablets (originally containers for tokens) which were then baked. About 3100 BC, written numbers were dissociated from the things being counted and became abstract numerals.
|
109 |
+
|
110 |
+
Between 2700 and 2000 BC, in Sumer, the round stylus was gradually replaced by a reed stylus that was used to press wedge-shaped cuneiform signs in clay. These cuneiform number signs resembled the round number signs they replaced and retained the additive sign-value notation of the round number signs. These systems gradually converged on a common sexagesimal number system; this was a place-value system consisting of only two impressed marks, the vertical wedge and the chevron, which could also represent fractions.[30] This sexagesimal number system was fully developed at the beginning of the Old Babylonia period (about 1950 BC) and became standard in Babylonia.[31]
|
111 |
+
|
112 |
+
Sexagesimal numerals were a mixed radix system that retained the alternating base 10 and base 6 in a sequence of cuneiform vertical wedges and chevrons. By 1950 BC, this was a positional notation system. Sexagesimal numerals came to be widely used in commerce, but were also used in astronomical and other calculations. This system was exported from Babylonia and used throughout Mesopotamia, and by every Mediterranean nation that used standard Babylonian units of measure and counting, including the Greeks, Romans and Egyptians. Babylonian-style sexagesimal numeration is still used in modern societies to measure time (minutes per hour) and angles (degrees).[32]
|
113 |
+
|
114 |
+
In China, armies and provisions were counted using modular tallies of prime numbers. Unique numbers of troops and measures of rice appear as unique combinations of these tallies. A great convenience of modular arithmetic is that it is easy to multiply.[33] This makes use of modular arithmetic for provisions especially attractive. Conventional tallies are quite difficult to multiply and divide. In modern times modular arithmetic is sometimes used in digital signal processing.[34]
|
115 |
+
|
116 |
+
The oldest Greek system was that of the Attic numerals,[35] but in the 4th century BC they began to use a quasidecimal alphabetic system (see Greek numerals).[36] Jews began using a similar system (Hebrew numerals), with the oldest examples known being coins from around 100 BC.[37]
|
117 |
+
|
118 |
+
The Roman empire used tallies written on wax, papyrus and stone, and roughly followed the Greek custom of assigning letters to various numbers. The Roman numerals system remained in common use in Europe until positional notation came into common use in the 16th century.[38]
|
119 |
+
|
120 |
+
The Maya of Central America used a mixed base 18 and base 20 system, possibly inherited from the Olmec, including advanced features such as positional notation and a zero.[39] They used this system to make advanced astronomical calculations, including highly accurate calculations of the length of the solar year and the orbit of Venus.[40]
|
121 |
+
|
122 |
+
The Incan Empire ran a large command economy using quipu, tallies made by knotting colored fibers.[41] Knowledge of the encodings of the knots and colors was suppressed by the Spanish conquistadors in the 16th century, and has not survived although simple quipu-like recording devices are still used in the Andean region.
|
123 |
+
|
124 |
+
Some authorities believe that positional arithmetic began with the wide use of counting rods in China.[42] The earliest written positional records seem to be rod calculus results in China around 400. Zero was first used in India in the 7th century CE by Brahmagupta.[43]
|
125 |
+
|
126 |
+
The modern positional Arabic numeral system was developed by mathematicians in India, and passed on to Muslim mathematicians, along with astronomical tables brought to Baghdad by an Indian ambassador around 773.[44]
|
127 |
+
|
128 |
+
From India, the thriving trade between Islamic sultans and Africa carried the concept to Cairo. Arabic mathematicians extended the system to include decimal fractions, and Muḥammad ibn Mūsā al-Ḵwārizmī wrote an important work about it in the 9th century.[45] The modern Arabic numerals were introduced to Europe with the translation of this work in the 12th century in Spain and Leonardo of Pisa's Liber Abaci of 1201.[46] In Europe, the complete Indian system with the zero was derived from the Arabs in the 12th century.[47]
|
129 |
+
|
130 |
+
The binary system (base 2), was propagated in the 17th century by Gottfried Leibniz.[48] Leibniz had developed the concept early in his career, and had revisited it when he reviewed a copy of the I Ching from China.[49] Binary numbers came into common use in the 20th century because of computer applications.[48]
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|
1 |
+
|
2 |
+
|
3 |
+
Roman numerals are a numeral system that originated in ancient Rome and remained the usual way of writing numbers throughout Europe well into the Late Middle Ages. Numbers in this system are represented by combinations of letters from the Latin alphabet. Modern usage employs seven symbols, each with a fixed integer value:[1]
|
4 |
+
|
5 |
+
The use of Roman numerals continued long after the decline of the Roman Empire. From the 14th century on, Roman numerals began to be replaced in most contexts by the more convenient Arabic numerals; however, this process was gradual, and the use of Roman numerals persists in some minor applications to this day.
|
6 |
+
|
7 |
+
One place they are often seen is on clock faces. For instance, on the clock of Big Ben (designed in 1852), the hours from 1 to 12 are written as:
|
8 |
+
|
9 |
+
The notations IV and IX can be read as "one less than five" (4) and "one less than ten" (9), although there is a tradition favouring representation of "4" as "IIII" on Roman numeral clocks.[2]
|
10 |
+
|
11 |
+
Other common uses include year numbers on monuments and buildings and copyright dates on the title screens of movies and television programs. MCM, signifying "a thousand, and a hundred less than another thousand", means 1900, so 1912 is written MCMXII. For the years of this century, MM indicates 2000. The current year is MMXX (2020).
|
12 |
+
|
13 |
+
There has never been an officially "binding", or universally accepted standard for Roman numerals. Usage in ancient Rome varied greatly and became thoroughly chaotic in medieval times. Even the post-renaissance restoration of a largely "classical" notation has failed to produce total consistency: variant forms are even defended by some modern writers as offering improved "flexibility".[3]
|
14 |
+
On the other hand, especially where a Roman numeral is considered a legally binding expression of a number, as in U.S. Copyright law (where an "incorrect" or ambiguous numeral may invalidate a copyright claim, or affect the termination date of the copyright period)[4] it is desirable to strictly follow the usual modern standardized orthography.
|
15 |
+
|
16 |
+
This section defines a standard form of Roman numerals that is in current, more or less universal use, is unambiguous, and permits only one representation for each value.[5] It does not attempt to either endorse or refute every combination of Roman numeral symbols that has been, could be, or is used.
|
17 |
+
|
18 |
+
Roman numerals are essentially a decimal or "base 10" number system, with a "digit" for each power of ten – thousands, hundreds, tens and units. Each digit is represented by a fixed symbol or combination of symbols. In the absence of "place keeping" zeros, different symbols are used for each power of ten but each follows the same pattern,[6] as summarised in this table
|
19 |
+
|
20 |
+
The numerals for 4 (IV) and 9 (IX) are written using "subtractive notation",[7] where the first symbol (I) is subtracted from the larger one (V, or X), thus avoiding the clumsier (IIII, and VIIII).[a] Subtractive notation is also used for 40 (XL) and 90 (XC), as well as 400 (CD) and 900 (CM).[8] These are the only subtractive forms in standard use.
|
21 |
+
|
22 |
+
A number containing several decimal digits is built by appending them from highest to lowest, as in the following examples:
|
23 |
+
|
24 |
+
Any missing place (represented by a zero in the Arabic equivalent) is omitted, as in Latin (and English) speech:
|
25 |
+
|
26 |
+
Roman numerals for large numbers are nowadays seen mainly in the form of year numbers, as in these examples:
|
27 |
+
|
28 |
+
The largest number that can be represented in this notation is 3,999 (MMMCMXCIX). Since the largest Roman numeral likely to be required today is MMXX (the current year) any pressing need for larger Roman numerals is hypothetical. Ancient and medieval users of the system used various means to write larger numbers, two of which are described below, under "Large numbers".
|
29 |
+
|
30 |
+
Forms exist that vary in one way or another from the general "standard" described above.
|
31 |
+
|
32 |
+
While subtractive notation for 4, 40 and 400 (IV, XL and CD) has been the usual form since Roman times, additive notation (IIII, XXXX,[11] and CCCC[11]) continued to be used, including in compound numbers like XXIIII,[12] LXXIIII,[13] and CCCCLXXXX.[14] The additive forms for 9, 90, and 900 (VIIII,[11] LXXXX,[15] and DCCCC[16]) have also been used, although less frequently.
|
33 |
+
|
34 |
+
The two conventions could be mixed in the same document or inscription, even in the same numeral. On the numbered gates to the Colosseum, for instance, IIII is systematically used instead of IV, but subtractive notation is used for other digits; so that gate 44 is labelled XLIIII.[17] Isaac Asimov speculates that the use of IV, as the initial letters of IVPITTER (a classical Latin spelling of the name of the Roman god Jupiter), may have been felt to have been impious in this context.[18]
|
35 |
+
|
36 |
+
Modern clock faces that use Roman numerals still usually employ IIII for four o'clock but IX for nine o'clock, a practice that goes back to very early clocks such as the Wells Cathedral clock of the late 14th century.[19][20][21] However, this is far from universal: for example, the clock on the Palace of Westminster tower, "Big Ben", uses a subtractive IV for 4 o'clock.[20]
|
37 |
+
|
38 |
+
Several monumental inscriptions created in the early 20th century use variant forms for "1900" (usually written MCM). These vary from MDCCCCX – a classical use of additive notation for MCMX (1910), as seen on Admiralty Arch, London, to the more unusual, if not unique MDCDIII for MCMIII (1903), on the north entrance to the Saint Louis Art Museum.[22]
|
39 |
+
|
40 |
+
Especially on tombstones and other funerary inscriptions 5 and 50 have been occasionally written IIIII and XXXXX instead of V and L, and there are instances such as IIIIII and XXXXXX rather than VI or LX.[23][24]
|
41 |
+
|
42 |
+
The irregular use of subtractive notation, such as IIIXX for 17,[25] IIXX for 18,[26] IIIC for 97,[27] IIC for 98,[28][29] and IC for 99[30] have been occasionally used. A possible explanation is that the word for 18 in Latin is duodeviginti, literally "two from twenty". Similarly, the words for 98 and 99 were duodecentum (two from hundred) and undecentum (one from hundred), respectively.[31] However, the explanation does not seem to apply to IIIXX and IIIC, since the Latin words for 17 and 97 were septendecim (seven ten) and nonaginta septem (ninety seven), respectively.
|
43 |
+
|
44 |
+
Another example of irregular subtractive notation is the use of XIIX for 18. It was used by officers of the XVIII Roman Legion to write their number.[32][33] The notation appears prominently on the cenotaph of their senior centurion Marcus Caelius (c. 45 BC – AD 9). There does not seem to be a linguistic explanation for this use, although it is one stroke shorter than XVIII.
|
45 |
+
|
46 |
+
On the publicly displayed official Roman calendars known as Fasti, the numbers 18 and 28 could be represented by XIIX and XXIIX respectively; the XIIX for 18 days to the next Kalends, and XXIIX for the number of days in February. The latter can be seen on the sole extant pre-Julian calendar, the Fasti Antiates Maiores.[34]
|
47 |
+
|
48 |
+
While irregular subtractive and additive notation has been used at least occasionally throughout history, some Roman numerals have been observed in documents and inscriptions that do not fit either system. Some of these variants do not seem to have been used outside specific contexts, and may have been regarded as errors even by contemporaries.
|
49 |
+
|
50 |
+
As Roman numerals are composed of ordinary alphabetic characters, there may sometimes be confusion with other uses of the same letters. For example, "XXX" and "XL" have other connotations in addition to their values as Roman numerals, while "IXL" more often than not is a gramogram of "I excel", and is in any case not an unambiguous Roman numeral.
|
51 |
+
|
52 |
+
The number zero did not originally have its own Roman numeral, but the word nulla (the Latin word meaning "none") was used by medieval scholars to represent 0. Dionysius Exiguus was known to use nulla alongside Roman numerals in 525.[40][41] About 725, Bede or one of his colleagues used the letter N, the initial of nulla or of nihil (the Latin word for "nothing") for 0, in a table of epacts, all written in Roman numerals.[42]
|
53 |
+
|
54 |
+
Though the Romans used a decimal system for whole numbers, reflecting how they counted in Latin, they used a duodecimal system for fractions, because the divisibility of twelve (12 = 22 × 3) makes it easier to handle the common fractions of 1⁄3 and 1⁄4 than does a system based on ten (10 = 2 × 5). On coins, many of which had values that were duodecimal fractions of the unit as, they used a tally-like notational system based on twelfths and halves. A dot (·) indicated an uncia "twelfth", the source of the English words inch and ounce; dots were repeated for fractions up to five twelfths. Six twelfths (one half) was abbreviated as the letter S for semis "half". Uncia dots were added to S for fractions from seven to eleven twelfths, just as tallies were added to V for whole numbers from six to nine.[43]
|
55 |
+
|
56 |
+
Each fraction from 1⁄12 to 12⁄12 had a name in Roman times; these corresponded to the names of the related coins:
|
57 |
+
|
58 |
+
The arrangement of the dots was variable and not necessarily linear. Five dots arranged like (⁙) (as on the face of a die) are known as a quincunx, from the name of the Roman fraction/coin. The Latin words sextans and quadrans are the source of the English words sextant and quadrant.
|
59 |
+
|
60 |
+
Other Roman fractional notations included the following:
|
61 |
+
|
62 |
+
During the centuries that Roman numerals remained the standard way of writing numbers throughout Europe, there were various extensions to the system designed to indicate larger numbers, none of which were ever standardised.
|
63 |
+
|
64 |
+
One of these was the apostrophus,[44] in which 500 (usually written as "D") was written as IↃ, while 1,000, was written as CIↃ instead of "M".[18] This is a system of encasing numbers to denote thousands (imagine the Cs and Ↄs as parentheses), which has its origins in Etruscan numeral usage. The IↃ and CIↃ used to represent 500 and 1,000 most likely preceded, and subsequently influenced, the adoption of "D" and "M" in conventional Roman numerals.
|
65 |
+
|
66 |
+
In this system, an extra Ↄ denoted 500, and multiple extra Ↄs are used to denote 5,000, 50,000, etc. For example:
|
67 |
+
|
68 |
+
Sometimes CIↃ was reduced to ↀ for 1,000. John Wallis is often credited for introducing the symbol for infinity (modern ∞), and one conjecture is that he based it on this usage, since 1,000 was hyperbolically used to represent very large numbers. Similarly, IↃↃ for 5,000 was reduced to ↁ; CCIↃↃ for 10,000 to ↂ; IↃↃↃ for 50,000 to ↇ; and CCCIↃↃↃ for 100,000 to ↈ.
|
69 |
+
[45]
|
70 |
+
|
71 |
+
Another system was the vinculum, in which conventional Roman numerals were multiplied by 1,000 by adding a "bar" or "overline".[45] Although mathematical historian David Eugene Smith disputes that this was part of ancient Roman usage,[46] the notation was certainly in use in the Middle Ages. Although modern usage is largely hypothetical it is certainly easier for a modern user to decode than the Apostrophus,
|
72 |
+
|
73 |
+
Another inconsistent medieval usage was the addition of vertical lines (or brackets) before and after the numeral to multiply it by 10 (or 100): thus M for 10,000 as an alternative form for X. In combination with the overline the bracketed forms might be used to raise the multiplier to (say) ten (or one hundred) thousand, thus:
|
74 |
+
|
75 |
+
This use of lines is distinct from the custom, once very common, of adding both underline and overline (or very large serifs) to a Roman numeral, simply to make it clear that it is a number, e.g. MCMLXVII (1967).
|
76 |
+
|
77 |
+
The system is closely associated with the ancient city-state of Rome and the Empire that it created. However, due to the scarcity of surviving examples, the origins of the system are obscure and there are several competing theories, all largely conjectural.
|
78 |
+
|
79 |
+
Rome was founded sometime between 850 and 750 BC. At the time, the region was inhabited by diverse populations of which the Etruscans were the most advanced. The ancient Romans themselves admitted that the basis of much of their civilization was Etruscan. Rome itself was located next to the southern edge of the Etruscan domain, which covered a large part of north-central Italy.
|
80 |
+
|
81 |
+
The Roman numerals, in particular, are directly derived from the Etruscan number symbols: "𐌠", "𐌡", "𐌢", "𐌣", and "𐌟" for 1, 5, 10, 50, and 100 (They had more symbols for larger numbers, but it is unknown which symbol represents which number). As in the basic Roman system, the Etruscans wrote the symbols that added to the desired number, from higher to lower value. Thus the number 87, for example, would be written 50 + 10 + 10 + 10 + 5 + 1 + 1 = 𐌣𐌢𐌢𐌢𐌡𐌠𐌠 (this would appear as 𐌠𐌠𐌡𐌢𐌢𐌢𐌣 since Etruscan was written from right to left.)[47]
|
82 |
+
|
83 |
+
The symbols "𐌠" and "𐌡" resembled letters of the Etruscan alphabet, but "𐌢", "𐌣", and "𐌟" did not. The Etruscans used the subtractive notation, too, but not like the Romans. They wrote 17, 18, and 19 as "𐌠𐌠𐌠𐌢𐌢", "𐌠𐌠𐌢𐌢", and 𐌠𐌢𐌢, mirroring the way they spoke those numbers ("three from twenty", etc.); and similarly for 27, 28, 29, 37, 38, etc. However they did not write "𐌠𐌡" for 4 (or "𐌢𐌣" for 40), and wrote "𐌡𐌠𐌠", "𐌡𐌠𐌠𐌠" and "𐌡𐌠𐌠𐌠𐌠" for 7, 8, and 9, respectively.[47]
|
84 |
+
|
85 |
+
The early Roman numerals for 1, 10, and 100 were the Etruscan ones: "I", "X", and "Ж". The symbols for 5 and 50 changed from Ʌ and "𐌣" to V and ↆ at some point. The latter had flattened to ⊥ (an inverted T) by the time of Augustus, and soon afterwards became identified with the graphically similar letter L.[48]
|
86 |
+
|
87 |
+
The symbol for 100 was written variously as >I< or ƆIC, was then abbreviated to Ɔ or C, with C (which matched a Latin letter) finally winning out. It may have helped that C is the initial of centum, Latin for "hundred".
|
88 |
+
|
89 |
+
The numbers 500 and 1000 were denoted by V or X overlaid with a box or circle. Thus 500 was like a Ɔ superimposed on a Þ. It became D or Ð by the time of Augustus, under the graphic influence of the letter D. It was later identified as the letter D; an alternative symbol for "thousand" was a CIƆ, and half of a thousand or "five hundred" is the right half of the symbol, IƆ, and this may have been converted into D.[18]
|
90 |
+
|
91 |
+
The notation for 1000 was a circled or boxed X: Ⓧ, ⊗, ⊕, and by Augustinian times was partially identified with the Greek letter Φ phi. Over time, the symbol changed to Ψ and ↀ. The latter symbol further evolved into ∞, then ⋈, and eventually changed to M under the influence of the Latin word mille "thousand".[48]
|
92 |
+
|
93 |
+
According to Paul Kayser, the basic numerical symbols were I, X, C and Φ (or ⊕) and the intermediate ones were derived by taking half of those (half an X is V, half a C is L and half a Φ/⊕ is D).[49]
|
94 |
+
|
95 |
+
Lower case, minuscule, letters were developed in the Middle Ages, well after the demise of the Western Roman Empire, and since that time lower-case versions of Roman numbers have also been commonly used: i, ii, iii, iv, and so on.
|
96 |
+
|
97 |
+
Since the Middle Ages, a "j" has sometimes been substituted for the final "i" of a "lower-case" Roman numeral, such as "iij" for 3 or "vij" for 7. This "j" can be considered a swash variant of "i". The use of a final "j" is still used in medical prescriptions to prevent tampering with or misinterpretation of a number after it is written.[50][51]
|
98 |
+
|
99 |
+
Numerals in documents and inscriptions from the Middle Ages sometimes include additional symbols, which today are called "medieval Roman numerals". Some simply substitute another letter for the standard one (such as "A" for "V", or "Q" for "D"), while others serve as abbreviations for compound numerals ("O" for "XI", or "F" for "XL"). Although they are still listed today in some dictionaries, they are long out of use.[52]
|
100 |
+
|
101 |
+
Chronograms, messages with dates encoded into them, were popular during the Renaissance era. The chronogram would be a phrase containing the letters I, V, X, L, C, D, and M. By putting these letters together, the reader would obtain a number, usually indicating a particular year.
|
102 |
+
|
103 |
+
By the 11th century, Arabic numerals had been introduced into Europe from al-Andalus, by way of Arab traders and arithmetic treatises. Roman numerals, however, proved very persistent, remaining in common use in the West well into the 14th and 15th centuries, even in accounting and other business records (where the actual calculations would have been made using an abacus). Replacement by their more convenient "Arabic" equivalents was quite gradual, and Roman numerals are still used today in certain contexts. A few examples of their current use are:
|
104 |
+
|
105 |
+
In astronomy, the natural satellites or "moons" of the planets are traditionally designated by capital Roman numerals appended to the planet's name. For example, Titan's designation is Saturn VI.
|
106 |
+
|
107 |
+
In chemistry, Roman numerals are often used to denote the groups of the periodic table.
|
108 |
+
They are also used in the IUPAC nomenclature of inorganic chemistry, for the oxidation number of cations which can take on several different positive charges. They are also used for naming phases of polymorphic crystals, such as ice.
|
109 |
+
|
110 |
+
In education, school grades (in the sense of year-groups rather than test scores) are sometimes referred to by a Roman numeral; for example, "grade IX" is sometimes seen for "grade 9".
|
111 |
+
|
112 |
+
In entomology, the broods of the thirteen and seventeen year periodical cicadas are identified by Roman numerals.
|
113 |
+
|
114 |
+
In advanced mathematics (including trigonometry, statistics, and calculus), when a graph includes negative numbers, its quadrants are named using I, II, III, and IV. These quadrant names signify positive numbers on both axes, negative numbers on the X axis, negative numbers on both axes, and negative numbers on the Y axis, respectively. The use of Roman numerals to designate quadrants avoids confusion, since Arabic numerals are used for the actual data represented in the graph.
|
115 |
+
|
116 |
+
In military unit designation, Roman numerals are often used to distinguish between units at different levels. This reduces possible confusion, especially when viewing operational or strategic level maps. In particular, army corps are often numbered using Roman numerals (for example the American XVIII Airborne Corps or the WW2-era German III Panzerkorps) with Arabic numerals being used for divisions and armies.
|
117 |
+
|
118 |
+
In music, Roman numerals are used in several contexts:
|
119 |
+
|
120 |
+
In pharmacy, Roman numerals are used in some contexts, including S to denote "one half" and N to denote "zero".[57]
|
121 |
+
|
122 |
+
In photography, Roman numerals (with zero) are used to denote varying levels of brightness when using the Zone System.
|
123 |
+
|
124 |
+
In seismology, Roman numerals are used to designate degrees of the Mercalli intensity scale of earthquakes.
|
125 |
+
|
126 |
+
In sport the team containing the "top" players and representing a nation or province, a club or a school at the highest level in (say) rugby union is often called the "1st XV", while a lower-ranking cricket or American football team might be the "3rd XI".
|
127 |
+
|
128 |
+
In tarot, Roman numerals (with zero) are used to denote the cards of the Major Arcana.
|
129 |
+
|
130 |
+
In theology and biblical scholarship, the Septuagint is often referred to as LXX, as this translation of the Old Testament into Greek is named for the legendary number of its translators (septuaginta being Latin for "seventy").
|
131 |
+
|
132 |
+
Some uses that are rare or never seen in English speaking countries may be relatively common in parts of continental Europe. For instance:
|
133 |
+
|
134 |
+
Capital or small capital Roman numerals are widely used in Romance languages to denote centuries, e.g. the French xviiie siècle[58] and the Spanish siglo XVIII mean "18th century". Slavic languages in and adjacent to Russia similarly favor Roman numerals (xviii век). On the other hand, in Slavic languages in Central Europe, like most Germanic languages, one writes "18." (with a period) before the local word for "century".
|
135 |
+
|
136 |
+
Mixed Roman and Arabic numerals are sometimes used in numeric representations of dates (especially in formal letters and official documents, but also on tombstones). The month is written in Roman numerals, while the day is in Arabic numerals: "14.VI.1789" and "VI.14.1789" both refer unambiguously to 14 June 1789.
|
137 |
+
|
138 |
+
Roman numerals are sometimes used to represent the days of the week in hours-of-operation signs displayed in windows or on doors of businesses,[59] and also sometimes in railway and bus timetables. Monday, taken as the first day of the week, is represented by I. Sunday is represented by VII. The hours of operation signs are tables composed of two columns where the left column is the day of the week in Roman numerals and the right column is a range of hours of operation from starting time to closing time. In the example case (left), the business opens from 10 AM to 7 PM on weekdays, 10 AM to 5 PM on Saturdays and is closed on Sundays. Note that the listing uses 24-hour time.
|
139 |
+
|
140 |
+
Roman numerals may also be used for floor numbering.[60][61] For instance, apartments in central Amsterdam are indicated as 138-III, with both an Arabic numeral (number of the block or house) and a Roman numeral (floor number). The apartment on the ground floor is indicated as 138-huis.
|
141 |
+
|
142 |
+
In Italy, where roads outside built-up areas have kilometre signs, major roads and motorways also mark 100-metre subdivisionals, using Roman numerals from I to IX for the smaller intervals. The sign "IX | 17" thus marks 17.9 km.
|
143 |
+
|
144 |
+
A notable exception to the use of Roman numerals in Europe is in Greece, where Greek numerals (based on the Greek alphabet) are generally used in contexts where Roman numerals would be used elsewhere.
|
145 |
+
|
146 |
+
The "Number Forms" block of the Unicode computer character set standard has a number of Roman numeral symbols in the range of code points from U+2160 to U+2188.[62] This range includes both upper- and lowercase numerals, as well as pre-combined characters for numbers up to 12 (Ⅻ or XII). One justification for the existence of pre-combined numbers is to facilitate the setting of multiple-letter numbers (such as VIII) on a single horizontal line in Asian vertical text. The Unicode standard, however, includes special Roman numeral code points for compatibility only, stating that "[f]or most purposes, it is preferable to compose the Roman numerals from sequences of the appropriate Latin letters".[63]
|
147 |
+
The block also includes some apostrophus symbols for large numbers, an old variant of "L" (50) similar to the Etruscan character, the Claudian letter "reversed C", etc.
|
148 |
+
|
149 |
+
|
150 |
+
|
en/1068.html.txt
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|
1 |
+
|
2 |
+
|
3 |
+
|
4 |
+
|
5 |
+
Sunni theological traditions
|
6 |
+
|
7 |
+
Theology of Twelvers5
|
8 |
+
|
9 |
+
Other Shia concepts of Aqidah
|
10 |
+
|
11 |
+
Shia Islam or Shi'ism is one of the two main branches of Islam. It holds that the Islamic prophet Muhammad designated Ali ibn Abi Talib as his successor and the Imam (leader) after him,[1] most notably at the event of Ghadir Khumm, but was prevented from the caliphate as a result of the incident of Saqifah. This view primarily contrasts with that of Sunni Islam, whose adherents believe that Muhammad did not appoint a successor and consider Abu Bakr, who was appointed caliph by a group of Muslims at Saqifah, to be the first rightful caliph after Muhammad.[2] A person observing Shia Islam is called a Shi'ite.
|
12 |
+
|
13 |
+
Shia Islam is based on Muhammad's hadith (Ghadir Khumm).[3][4] Shia consider Ali to have been divinely appointed as the successor to Muhammad, and as the first Imam. The Shia also extend this Imammah to Muhammad's family, the Ahl al-Bayt ("the people/family of the House"),[5] and some individuals among his descendants, known as Imams, who they believe possess special spiritual and political authority over the community, infallibility and other divinely ordained traits.[6] Although there are many Shia subsects, modern Shia Islam has been divided into two main groupings: Twelvers and Ismailis, with Twelver Shia being the largest and most influential group among Shia.[7][8][9]
|
14 |
+
|
15 |
+
Shia Islam is the second largest branch of Islam: as of the late 2000s, Shia Muslims constituted 10–15% of all Muslims.[10] Twelver Shia is the largest branch of Shia Islam,[11] with 2012 estimates saying that 85% of Shias were Twelvers.[12]
|
16 |
+
|
17 |
+
Collectively, adherents of Shi'i Islam are called the Shīʿah (شِيعَة; /ˈʃiːə/), which is short for Shīʿatu ʿAlī (شِيعَة عَلِيّ; /ˈʃiːʕatu ˈʕaliː/) meaning "followers of Ali", "faction of Ali", or "party of Ali";[13][14] Shīʿī (شِيعِيّ) denotes both the singular noun and the adjective form, while Shīyāʿ (شِيَاع) refers to the plural noun.[15] Shiʻa, Shia, Shiʻism/Shiʻite or Shiism/Shiite are the forms used in English, for adherents, mosques, and things associated with the religion.[16][17]
|
18 |
+
|
19 |
+
The term was first used during Muhammad's life.[18] At present, the word refers to the Muslims who believe that the leadership of the community after Muhammad belongs to Ali and his successors. Nawbakhti states that the term Shia refers to a group of Muslims that at the time of Muhammad and after him regarded Ali as the Imam and Caliph.[19] Al-Shahrastani expresses that the term Shia refers to those who believe that Ali is designated as the Heir, Imam and caliph by Muhammad[20] and that Ali's authority is maintained through his descendants.[21] For the Shia, this conviction is implicit in the Quran and the history of Islam. Shia scholars emphasize that the notion of authority is linked to the family of the prophets as the verses 3:33,34 show: "Indeed, God chose Adam and Noah and the family of Abraham and the family of 'Imran over the worlds – (33) Descendants, some of them from others. And God is Hearing and Knowing. (34)"[22]
|
20 |
+
|
21 |
+
Shia Muslims believe that just as a prophet is appointed by God alone, only God has the prerogative to appoint the successor to his prophet. They believe God chose Ali to be Muhammad's successor, infallible, the first caliph (khalifah, head of state) of Islam. The Shia believe that Muhammad designated Ali as his successor by God's command (Eid Al Ghadir).[23][24]
|
22 |
+
|
23 |
+
Ali was Muhammad's first-cousin and closest living male relative as well as his son-in-law, having married Muhammad's daughter Fatimah.[25][26]
|
24 |
+
|
25 |
+
Even during the time of Muhammad, there were signs of spilt among the companions with Salman al-Farsi, Abu Dharr al-Ghifari, Miqdad, and Ammar ibn Yasir amongst the most vehement and loyal supporters of Ali.[27][28]
|
26 |
+
|
27 |
+
During the revelation of Ash-Shu'ara, the twenty-sixth Surah of the Quran, in c. 617,[29] Muhammad is said to have received instructions to warn his family members against adhering to their pre-Islamic religious practices. There are differing accounts of Muhammad's attempt to do this, with one version stating that he had invited his relatives to a meal (later termed the Feast of Dhul Asheera), during which he gave the pronouncement.[30] According to Ibn Ishaq, it consisted of the following speech:
|
28 |
+
|
29 |
+
Allah has commanded me to invite you to His religion by saying: And warn thy nearest kinsfolk. I, therefore, warn you, and call upon you to testify that there is no god but Allah, and that I am His messenger. O ye sons of Abdul Muttalib, no one ever came to you before with anything better than what I have brought to you. By accepting it, your welfare will be assured in this world and in the Hereafter. Who among you will support me in carrying out this momentous duty? Who will share the burden of this work with me? Who will respond to my call? Who will become my vicegerent, my deputy and my wazir?[31]
|
30 |
+
|
31 |
+
Among those gathered, only Ali offered his consent. Some sources, such as the Musnad Ahmad ibn Hanbal, do not record Muhammad's reaction to this, though Ibn Ishaq continues that he then declared Ali to be his brother, heir and successor.[32] In another narration, when Muhammad accepted Ali's offer, he "threw up his arms around the generous youth, and pressed him to his bosom" and said, "Behold my brother, my vizir, my vicegerent ... let all listen to his words, and obey him."[33]
|
32 |
+
|
33 |
+
The direct appointment of Ali as heir in this version is notable by the fact it alleges that his right to succession was established at the very beginning of Muhammad's prophetic activity. The association with the revelation of a Quranic verse also serves the purpose of providing the nomination with authenticity as well as a divine authorisation.[34]
|
34 |
+
|
35 |
+
The hadith of Ghadir Khumm has many different variations and is transmitted by both Sunni and Shia sources. The narrations generally state that in March 632, Muhammad, while returning from his Farewell Pilgrimage alongside a large number of followers and companions, stopped at the oasis of Ghadir Khumm. There, he took Ali's hand and addressed the gathering. The point of contention between different sects is when Muhammad, whilst giving his speech, gave the proclamation "Anyone who has me as his mawla, has Ali as his mawla." Some versions add the additional sentence "O God, befriend the friend of Ali and be the enemy of his enemy."[35]
|
36 |
+
|
37 |
+
Mawla has a number of meanings in Arabic, with interpretations of Muhammad's use here being split along sectarian lines between the Sunni and Shia. Among the former group, the word is translated as "friend" or "one who is loyal/close" and that Muhammad was advocating that Ali was deserving of friendship and respect. Conversely, Shi'ites tend to view the meaning as being "master" or "ruler"[36] and that the statement was a clear designation of Ali being Muhammad's appointed successor. Shia sources also record further details of the event, such as stating that those present congratulated Ali and acclaimed him as Amir al-Mu'minin.[35]
|
38 |
+
|
39 |
+
When Muhammad died in 632 CE, Ali and Muhammad's closest relatives made the funeral arrangements. While they were preparing his body, Abu Bakr, Umar, and Abu Ubaidah ibn al Jarrah met with the leaders of Medina and elected Abu Bakr as caliph. Ali did not accept the caliphate of Abu Bakr and refused to pledge allegiance to him. This is indicated in both Sunni and Shia sahih and authentic Hadith.
|
40 |
+
|
41 |
+
Ibn Qutaybah, a 9th-century Sunni Islamic scholar narrates of Ali:
|
42 |
+
|
43 |
+
I am the servant of God and the brother of the Messenger of God. I am thus more worthy of this office than you. I shall not give allegiance to you [Abu Bakr & Umar] when it is more proper for you to give bayʼah to me. You have seized this office from the Ansar using your tribal relationship to the Prophet as an argument against them. Would you then seize this office from us, the ahl al-bayt by force? Did you not claim before the Ansar that you were more worthy than they of the caliphate because Muhammad came from among you (but Muhammad was never from AbuBakr family) – and thus they gave you leadership and surrendered command? I now contend against you with the same argument…It is we who are more worthy of the Messenger of God, living or dead. Give us our due right if you truly have faith in God, or else bear the charge of wilfully doing wrong... Umar, I will not yield to your commands: I shall not pledge loyalty to him.' Ultimately Abu Bakr said, "O 'Ali! If you do not desire to give your bay'ah, I am not going to force you for the same.
|
44 |
+
|
45 |
+
Ali's wife, and daughter of Muhammad, Fatimah, refused to pledge allegiance to Abu Bakr and remained angry with him until she died due to the issues of Fadak and her inheritance from her father and the situation of Umar at Fatimah's house. This is stated in sahih Sunni Hadith, Sahih Bukhari and Sahih Muslim. Fatimah did not at all pledge allegiance or acknowledge or accept the caliphate of Abu Bakr.[37] Almost all of Banu Hashim, Muhammad's clan and many of the sahaba, had supported Ali's cause after the demise of the prophet whilst others supported Abu Bakr.[38][39][40][41][42][43][44][45][46]
|
46 |
+
|
47 |
+
It was not until the murder of the third caliph, Uthman, in 657 CE that the Muslims in Medina in desperation invited Ali to become the fourth caliph as the last source,[25] and he established his capital in Kufah in present-day Iraq.[13]
|
48 |
+
|
49 |
+
Ali's rule over the early Muslim community was often contested, and wars were waged against him. As a result, he had to struggle to maintain his power against the groups who betrayed him after giving allegiance to his succession, or those who wished to take his position. This dispute eventually led to the First Fitna, which was the first major civil war within the Islamic Caliphate. The Fitna began as a series of revolts fought against Ali ibn Abi Talib, caused by the assassination of his political predecessor, Uthman ibn Affan. While the rebels who accused Uthman of prejudice[clarification needed] affirmed Ali's khilafa (caliph-hood), they later turned against him and fought him.[25] Ali ruled from 656 CE to 661 CE,[25] when he was assassinated[26] while prostrating in prayer (sujud). Ali's main rival Muawiyah then claimed the caliphate.[47]
|
50 |
+
|
51 |
+
Upon the death of Ali, his elder son Hasan became leader of the Muslims of Kufa, and after a series of skirmishes between the Kufa Muslims and the army of Muawiyah, Hasan agreed to cede the caliphate to Muawiyah and maintain peace among Muslims upon certain conditions:[48][49]
|
52 |
+
|
53 |
+
Hasan then retired to Medina, where in 670 CE he was poisoned by his wife Ja'da bint al-Ash'ath ibn Qays, after being secretly contacted by Muawiyah who wished to pass the caliphate to his own son Yazid and saw Hasan as an obstacle.[citation needed]
|
54 |
+
|
55 |
+
Husayn, Ali's younger son and brother to Hasan, initially resisted calls to lead the Muslims against Muawiyah and reclaim the caliphate. In 680 CE, Muawiyah died and passed the caliphate to his son Yazid, and breaking the treaty with Hasan ibn Ali. Yazid asked Husayn to swear allegiance (bay'ah) to him. Ali's faction, having expected the caliphate to return to Ali's line upon Muawiyah's death, saw this as a betrayal of the peace treaty and so Husayn rejected this request for allegiance. There was a groundswell of support in Kufa for Husayn to return there and take his position as caliph and imam, so Husayn collected his family and followers in Medina and set off for Kufa. En route to Kufa, he was blocked by an army of Yazid's men (which included people from Kufa) near Karbala (modern Iraq), and Husayn and approximately 72 of his family and followers were killed in the Battle of Karbala.
|
56 |
+
|
57 |
+
The Shia regard Husayn as a martyr (shahid), and count him as an Imam from the Ahl al-Bayt. They view Husayn as the defender of Islam from annihilation at the hands of Yazid I. Husayn is the last imam following Ali whom all Shiah sub-branches mutually recognize.[50] The Battle of Karbala is often cited as the definitive break between the Shia and Sunni sects of Islam, and is commemorated each year by Shiah Muslims on the Day of Ashura.
|
58 |
+
|
59 |
+
Later most of the Shia, including Twelver and Ismaili, became Imamis. Imami Shia believe that Imams are the spiritual and political successors to Muhammad.[citation needed] Imams are human individuals who not only rule over the community with justice, but also are able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and must be chosen by divine decree, or nass, through Muhammad.[52][53]
|
60 |
+
|
61 |
+
According to this view, there is always an Imam of the Age, who is the divinely appointed authority on all matters of faith and law in the Muslim community. Ali was the first imam of this line, the rightful successor to Muhammad, followed by male descendants of Muhammad through his daughter Fatimah.[citation needed]
|
62 |
+
|
63 |
+
This difference between following either the Ahl al-Bayt (Muhammad's family and descendants) or Caliph Abu Bakr has shaped Shia and non-Shia views on some of the Quranic verses, the hadith (narrations from Muhammad) and other areas of Islam. For instance, the collection of hadith venerated by Shia Muslims is centered on narrations by members of the Ahl al-Bayt and their supporters, while some hadith by narrators not belonging to or supporting the Ahl al-Bayt are not included. Those of Abu Hurairah, for example, Ibn Asakir in his Ta'rikh Kabir and Muttaqi in his Kanzu'l-Umma report that Caliph Umar lashed him, rebuked him and forbade him to narrate hadith from Muhammad. Umar said: "Because you narrate hadith in large numbers from the Holy Prophet, you are fit only for attributing lies to him. (That is, one expects a wicked man like you to utter only lies about the Holy Prophet.) So you must stop narrating hadith from the Prophet; otherwise, I will send you to the land of Dus." (A clan in Yemen, to which Abu Huraira belonged.) According to Sunnis, Ali was the fourth successor to Abu Bakr, while the Shia maintain that Ali was the first divinely sanctioned "Imam", or successor of Muhammad. The seminal event in Shia history is the martyrdom in 680 CE at the Battle of Karbala of Ali's son Hussein ibn Ali, who led a non-allegiance movement against the defiant caliph (71 of Hussein's followers were killed as well).
|
64 |
+
It is believed in Twelver and Ismaili Shia Islam that 'aql, divine wisdom, was the source of the souls of the prophets and imams and gave them esoteric knowledge called ḥikmah and that their sufferings were a means of divine grace to their devotees.[54][55] Although the imam was not the recipient of a divine revelation, he had a close relationship with God, through which God guides him, and the imam, in turn, guides the people. Imamate, or belief in the divine guide, is a fundamental belief in the Twelver and Ismaili Shia branches and is based on the concept that God would not leave humanity without access to divine guidance.[56]
|
65 |
+
|
66 |
+
The Mahdi is the prophesied redeemer of Islam who will rule for seven, nine or nineteen years (according to differing interpretations) before the Day of Judgment and will rid the world of evil. According to Islamic tradition, the Mahdi's tenure will coincide with the Second Coming of Jesus Christ (Isa), who is to assist the Mahdi against the Masih ad-Dajjal (literally, the "false Messiah" or Antichrist). Jesus, who is considered the Masih (Messiah) in Islam, will descend at the point of a white arcade, east of Damascus, dressed in yellow robes with his head anointed. He will then join the Mahdi in his war against the Dajjal, where Mahdi slay Dajjal and unite mankind.
|
67 |
+
|
68 |
+
Historians dispute the origin of Shia Islam, with many Western scholars positing that Shiism began as a political faction rather than a truly religious movement.[57][58] Other scholars disagree, considering this concept of religious-political separation to be an anachronistic application of a Western concept.[59]
|
69 |
+
|
70 |
+
In the century following the Battle of Karbala (680 CE), as various Shia-affiliated groups diffused in the emerging Islamic world, several nations arose based on a Shia leadership or population.
|
71 |
+
|
72 |
+
A major turning point in Shia history was the Safavid dynasty (1501–1736) in Persia. This caused a number of changes in the Muslim world:
|
73 |
+
|
74 |
+
With the fall of the Safavids, the state in Persia—including the state system of courts with government-appointed judges (qadis)—became much weaker. This gave the Sharia courts of mujtahids an opportunity to fill the legal vacuum and enabled the ulama to assert their judicial authority. The Usuli School also increased in strength at this time.[70]
|
75 |
+
|
76 |
+
The declaration of Shiism as the state religion of the Safavid dynasty in Persia.
|
77 |
+
|
78 |
+
Monument commemorating the Battle of Chaldiran, where more than 7000 Muslims of Shia and Sunni sects were killed in battle.
|
79 |
+
|
80 |
+
Battle of Chaldiran in 1514, was a major sectarian crisis in the Middle East.
|
81 |
+
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The Shia Islamic faith is vast and inclusive of many different groups.[13] Shia theological beliefs and religious practises, such as prayers, slightly differ from the Sunnis'. While all Muslims pray five times daily, Shias have the option of combining Dhuhr with Asr and Maghrib with Isha', as there are three distinct times mentioned in the Quran. The Sunnis tend to combine only under certain circumstances.[71][72] Shia Islam embodies a completely independent system of religious interpretation and political authority in the Muslim world.[73][74] The original Shia identity referred to the followers of Imam Ali,[75] and Shia theology was formulated in the 2nd century AH, or after Hijra (8th century CE).[76] The first Shia governments and societies were established by the end of the 3rd century AH/9th century CE. The 4th century AH /10th century CE has been referred to by Louis Massignon as "the Shiite Ismaili century in the history of Islam".[77]
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The Shia believe that the status of Ali is supported by numerous hadith, including the Hadith of the pond of Khumm, Hadith of the two weighty things, Hadith of the pen and paper, Hadith of the invitation of the close families, and Hadith of the Twelve Successors. In particular, the Hadith of the Cloak is often quoted to illustrate Muhammad's feeling towards Ali and his family by both Sunni and Shia scholars. Shias prefer hadith attributed to the Ahl al-Bayt and close associates, and have their own separate collection of hadiths.[78][79]
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The Shia version of the Shahada, the Islamic profession of faith, differs from that of the Sunni. The Sunni Shahada states There is no god except God, Muhammad is the messenger of God, but to this the Shia append Ali is the Wali (custodian) of God, علي ولي الله. This phrase embodies the Shia emphasis on the inheritance of authority through Muhammad's lineage. The three clauses of the Shia Shahada thus address tawhid (the unity of God), nubuwwah (the prophethood of Muhammad), and imamah (imamate, the leadership of the faith).
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The basis of Ali as the "wali" is taken from a specific verse of the quran
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.[80] A more detailed discussion of this verse is available.[81][circular reference]
|
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Ismah is the concept of infallibility or "divinely bestowed freedom from error and sin" in Islam.[82] Muslims believe that Muhammad and other prophets in Islam possessed ismah. Twelver and Ismaili Shia Muslims also attribute the quality to Imams as well as to Fatimah, daughter of Muhammad, in contrast to the Zaidi, who do not attribute 'ismah to the Imams.[83] Though initially beginning as a political movement, infallibility and sinlessness of the imams later evolved as a distinct belief of (non-Zaidi) Shiism.[84]
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According to Shia theologians, infallibility is considered a rational necessary precondition for spiritual and religious guidance. They argue that since God has commanded absolute obedience from these figures they must only order that which is right. The state of infallibility is based on the Shia interpretation of the verse of purification.[85][86] Thus, they are the most pure ones, the only immaculate ones preserved from, and immune to, all uncleanness.[87] It does not mean that supernatural powers prevent them from committing a sin, but due to the fact that they have absolute belief in God, they refrain from doing anything that is a sin.[88]
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They also have a complete knowledge of God's will. They are in possession of all knowledge brought by the angels to the prophets (nabi) and the messengers (rasul). Their knowledge encompasses the totality of all times. They thus act without fault in religious matters.[89] Shias regard Ali as the successor of Muhammad not only ruling over the community in justice, but also interpreting Islamic practices and its esoteric meaning. Hence he was regarded as being free from error and sin (infallible), and appointed by God by divine decree (nass) to be the first Imam.[90] Ali is known as "perfect man" (al-insan al-kamil) similar to Muhammad, according to Shia viewpoint.[91]
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The Occultation is a belief in some forms of Shia Islam that a messianic figure, a hidden imam known as the Mahdi, will one day return and fill the world with justice. According to the Twelver Shia, the main goal of Mahdi will be to establish an Islamic state and to apply Islamic laws that were revealed to Muhammad. The Quran does not have the verses on Imamate, which is the basic doctrine of Shia Islam.[92]
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Some Shia, such as the Zaidi and Nizari Ismaili, do not believe in the idea of the Occultation. The groups which do believe in it differ as to which lineage of the Imamate is valid, and therefore which individual has gone into occultation. They believe there are many signs that will indicate the time of his return.
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Twelver Shia Muslims believe that the Mahdi (the twelfth imam, Muhammad al-Mahdi) is already on Earth, is in occultation and will return at the end of time. Fatimid/ Bohra/ Dawoodi Bohra believe the same but for their 21st Tayyib, whereas Sunnis believe the future Mahdi has not yet arrived on Earth.[93]
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It is believed that the armaments and sacred items of all of the Prophets, including Muhammad, were handed down in succession to the Imams of Ahl al-Bayt. In Kitab al-Kafi, Ja'far al-Sadiq mentions that "with me are the arms of the Messenger of Allah. It is not disputable."[94]
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Further, he claims that with him is the sword of the Messenger of God, his coat of arms, his Lamam (pennon) and his helmet. In addition, he mentions that with him is the flag of the Messenger of God, the victorious. With him is the Staff of Moses, the ring of Solomon, son of David, and the tray on which Moses used to offer his offerings. With him is the name that whenever the Messenger of God would place it between the Muslims and pagans no arrow from the pagans would reach the Muslims. With him is the similar object that angels brought.[94]
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Al-Sadiq also narrates that the passing down of armaments is synonymous to receiving the Imamat (leadership), similar to how the Ark in the house of the Israelites signaled prophet-hood.[94]
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Imam Ali al-Ridha narrates that wherever the armaments among us would go, knowledge would also follow and the armaments would never depart from those with knowledge (Imamat).[94]
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According to Shia Muslims, one of the lingering problems in estimating Shia population is that unless Shia form a significant minority in a Muslim country, the entire population is often listed as Sunni. The reverse, however, has not held true, which may contribute to imprecise estimates of the size of each sect. For example, the 1926 rise of the House of Saud in Arabia brought official discrimination against Shia.[96] Shiites are estimated to be 21% of the Muslim population in South Asia, although the total number is difficult to estimate due to that reason.[97]
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It is estimated that 15%[98][99][100][101] of the world's Muslims are Shia. They may number up to 200 million as of 2009.[100]
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Shias form a majority of the population in Azerbaijan, Bahrain, Iran, and Iraq,[102][103] as well as a plurality in Lebanon. Shias constitute 36.3% of the entire population (and 38.6% of the Muslim population) of the Middle East.[104]
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Shia Muslims constitute 27-35% of the population in Lebanon, and as per some estimates from 35%[102][105] to over 35–40% of the population in Yemen,[106] 30%–35% of the citizen population in Kuwait (no figures exist for the non-citizen population),[107][108] over 20% in Turkey,[100][109] 5–20% of the population in Pakistan,[110][100] and 10–19% of Afghanistan's population.[111][112]
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Saudi Arabia hosts a number of distinct Shia communities, including the Twelver Baharna in the Eastern Province and Nakhawila of Medina, and the Ismaili Sulaymani and Zaidiyyah of Najran. Estimations put the number of Shiite citizens at 2–4 million, accounting for roughly 15% of the local population.[113][better source needed]
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Significant Shia communities exist in the coastal regions of West Sumatra and Aceh in Indonesia (see Tabuik).[114] The Shia presence is negligible elsewhere in Southeast Asia, where Muslims are predominantly Shafi'i Sunnis.
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A significant Shia minority is present in Nigeria, made up of modern-era converts to a Shia movement centered around Kano and Sokoto states.[100][101][115] Several African countries like Kenya,[116] South Africa,[117] Somalia,[118] etc. hold small minority populations of various Shia denominations, primarily descendants of immigrants from South Asia during the colonial period, such as the Khoja.[119]
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Distribution of global Shia Muslim population among the continents
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Figures indicated in the first three columns below are based on the October 2009 demographic study by the Pew Research Center report, Mapping the Global Muslim Population.[100][101]
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The history of Sunni-Shia relations has often involved violence, dating back to the earliest development of the two competing sects.
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At various times Shia groups have faced persecution.[133][134][135][136][137][138]
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Militarily established and holding control over the Umayyad government, many Sunni rulers perceived the Shia as a threat—to both their political and their religious authority.[139] The Sunni rulers under the Umayyads sought to marginalize the Shia minority, and later the Abbasids turned on their Shia allies and imprisoned, persecuted, and killed them. The persecution of the Shia throughout history by Sunni co-religionists has often been characterized by brutal and genocidal acts. Comprising only about 10–15% of the entire Muslim population, the Shia remain a marginalized community to this day in many Sunni Arab dominant countries without the rights to practice their religion and organize.[140]
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In 1514 the Ottoman sultan, Selim I, ordered the massacre of 40,000 Anatolian Shia.[141] According to Jalal Al-e-Ahmad, "Sultan Selim I carried things so far that he announced that the killing of one Shiite had as much otherworldly reward as killing 70 Christians."[142]
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In 1801 the Al Saud-Wahhabi armies attacked and sacked Karbala, the Shia shrine in eastern Iraq that commemorates the death of Husayn.[143]
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Under Saddam Hussein's regime, 1968 to 2003, in Iraq, Shia Muslims were heavily arrested, tortured and killed.[144]
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In March 2011, the Malaysian government declared the Shia a "deviant" sect and banned Shia from promoting their faith to other Muslims, but left them free to practice it themselves privately.[145][146]
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Shias celebrate the following annual holidays:
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The four holiest sites to Muslims are Mecca (Al-Haram Mosque), Medina (Al-Nabbawi Mosque), Jerusalem (Al-Aqsa Mosque), and Kufa (Kufa Mosque). In addition for Shias, the Imam Husayn Shrine, Al Abbas Mosque in Karbala, and Imam Ali Mosque in Najaf are also highly revered.
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Other venerated sites include Wadi-us-Salaam cemetery in Najaf, Al-Baqi' cemetery in Medina, Imam Reza shrine in Mashhad, Kadhimiya Mosque in Kadhimiya, Al-Askari Mosque in Samarra, Sahla Mosque and Great Mosque of Kufa in Kufa and several other sites in the cities of Qom, Susa and Damascus.
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Most of the Shia holy places in Saudi Arabia have been destroyed by the warriors of the Ikhwan, the most notable being the tombs of the Imams in the Al-Baqi' cemetery in 1925.[151] In 2006, a bomb destroyed the shrine of Al-Askari Mosque.[152]
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The Shia belief throughout its history split over the issue of the Imamate. The largest branch are the Twelvers, followed by the Zaidi, and the Ismaili. All three groups follow a different line of Imamate.
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Twelver Shia or the Ithnā'ashariyyah' is the largest branch of Shia Islam, and the term Shia Muslim often refers to the Twelvers by default. The term Twelver is derived from the doctrine of believing in twelve divinely ordained leaders, known as The Twelve Imams. Twelver Shia are also known as Imami or Ja'fari, originated from the name of the 6th Imam, Ja'far al-Sadiq, who elaborated the Twelver jurisprudence.[153]
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Twelvers constitute the majority of the population in Iran (90%),[154] Azerbaijan (85%),[13][155] Bahrain (70%), Iraq (65%), Lebanon (65% of Muslims).[156][157][158]
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Twelver doctrine is based on five principles.[159] These five principles known as Usul ad-Din are as follow:[160][161]
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More specifically, these principles are known as Usul al-Madhhab (principles of the Shia sect) according to Twelver Shias which differ from Daruriyat al-Din (Necessities of Religion) which are principles in order for one to be a Muslim. The Necessities of Religion do not include Leadership (Imamah) as it is not a requirement in order for one to be recognized as a Muslim. However, this category, according to Twelver scholars like Ayatollah al-Khoei, does include belief in God, Prophethood, the Day of Resurrection and other "necessities" (like belief in angels). In this regard, Twelver Shias draw a distinction in terms of believing in the main principles of Islam on the one hand, and specifically Shia doctrines like Imamah on the other.
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Besides the Quran which is common to all Muslims, the Shia derive guidance from books of traditions ("ḥadīth") attributed to Muhammad and the Twelve Imams. Below is a list of some of the most prominent of these books:
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The Twelve Imams are the spiritual and political successors to Muhammad for the Twelvers.[citation needed] According to the theology of Twelvers, the successor of Muhammad is an infallible human individual who not only rules over the community with justice but also is able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and Imams must be chosen by divine decree, or nass, through Muhammad.[52][53] Each imam was the son of the previous imam, with the exception of Hussein ibn Ali, who was the brother of Hasan ibn Ali.[citation needed] The twelfth and final imam is Muhammad al-Mahdi, who is believed by the Twelvers to be currently alive and in occultation.[56]
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The Twelver jurisprudence is called Ja'fari jurisprudence. In this jurisprudence Sunnah is considered to be the oral traditions of Muhammad and their implementation and interpretation by the twelve Imams. There are three schools of Ja'fari jurisprudence: Usuli, Akhbari, and Shaykhi. The Usuli school is by far the largest of the three. Twelver groups that do not follow Ja'fari jurisprudence include Alevi, Bektashi, and Qizilbash.
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The five primary pillars of Islam to the Ja'fari jurisprudence, known as Usul' ad-Din. They are at variance with the standard Sunni "five pillars of religion." The Shia's primary "pillars" are:
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In Ja'fari jurisprudence, there are eight secondary pillars, known as Furu' ad-Din, which are as follows:[166]
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According to Twelvers, defining and interpretation of Islamic jurisprudence is the responsibility of Muhammad and the twelve Imams. As the 12th Imam is in occultation, it is the duty of clerics to refer to the Islamic literature such as the Quran and hadith and identify legal decisions within the confines of Islamic law to provide means to deal with current issues from an Islamic perspective. In other words, Twelver clerics provide Guardianship of the Islamic Jurisprudence, which was defined by Muhammad and his twelve successors. This process is known as Ijtihad and the clerics are known as Marja', meaning reference. The labels Allamah and Ayatollah are in use for Twelver clerics.
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Zaidiyya, Zaidism or Zaydi is a Shia school named after Zayd ibn Ali. Followers of the Zaidi fiqh are called Zaidis (or occasionally Fivers). However, there is also a group called Zaidi Wasītīs who are Twelvers (see below). Zaidis constitute roughly 42–47% of the population of Yemen.[167][168]
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The Zaydis, Twelvers, and Ismailis all recognize the same first four Imams; however, the Zaidis consider Zayd ibn Ali as the fifth. After the time of Zayd ibn Ali, the Zaidis believed that any descendant of Hasan ibn Ali or Hussein ibn Ali could be imam after fulfilling certain conditions.[169] Other well-known Zaidi Imams in history were Yahya ibn Zayd, Muhammad al-Nafs al-Zakiyya and Ibrahim ibn Abdullah.
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The Zaidi doctrine of Imamah does not presuppose the infallibility of the imam nor that the Imams receive divine guidance. Zaidis also do not believe that the Imamate must pass from father to son but believe it can be held by any Sayyid descended from either Hasan ibn Ali or Hussein ibn Ali (as was the case after the death of Hasan ibn Ali). Historically, Zaidis held that Zayd was the rightful successor of the 4th imam since he led a rebellion against the Umayyads in protest of their tyranny and corruption. Muhammad al-Baqir did not engage in political action, and the followers of Zayd believed that a true imam must fight against corrupt rulers.
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In matters of Islamic jurisprudence, the Zaydis follow Zayd ibn Ali's teachings which are documented in his book Majmu'l Fiqh (in Arabic: مجموع الفِقه). Al-Hadi ila'l-Haqq Yahya, founder of the Zaydi state in Yemen, is seen as the codifier of Zaydi fiqh and as such most Zaydis today are known as Hadawis.
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The Idrisids (Arabic: الأدارسة) were Arab[170] Zaydi Shia[171][172][173][174][175][176] dynasty in the western Maghreb ruling from 788 to 985 CE, named after its first sultan, Idris I.
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A Zaydi state was established in Gilan, Deylaman and Tabaristan (northern Iran) in 864 CE by the Alavids;[177] it lasted until the death of its leader at the hand of the Samanids in 928 CE. Roughly forty years later the state was revived in Gilan and survived under Hasanid leaders until 1126 CE. Afterwards, from the 12th to 13th centuries, the Zaydis of Deylaman, Gilan and Tabaristan then acknowledged the Zaydi Imams of Yemen or rival Zaydi Imams within Iran.[178]
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The Buyids were initially Zaidi[179] as were the Banu Ukhaidhir rulers of al-Yamama in the 9th and 10th centuries.[180] The leader of the Zaydi community took the title of Caliph. As such, the ruler of Yemen was known as the Caliph, al-Hadi Yahya bin al-Hussain bin al-Qasim ar-Rassi Rassids (a descendant of Hasan ibn Ali the son of Ali) who, at Sa'dah, in 893–7 CE, founded the Zaydi Imamate, and this system continued until the middle of the 20th century, when the revolution of 1962 CE deposed the Zaydi Imam. The founding Zaidism of Yemen was of the Jarudiyya group; however, with increasing interaction with Hanafi and Shafi'i rites of Sunni Islam, there was a shift from the Jarudiyya group to the Sulaimaniyya, Tabiriyya, Butriyya or Salihiyya groups.[181] Zaidis form the second dominant religious group in Yemen. Currently, they constitute about 40–45% of the population in Yemen. Ja'faris and Isma'ilis are 2–5%.[182] In Saudi Arabia, it is estimated that there are over 1 million Zaydis (primarily in the western provinces).
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Currently the most prominent Zaydi movement is the Houthis movement, known by the name of Shabab Al Mu'mineen (Believing Youth) or AnsarAllah (Partisans of God). In 2014–2015 Houthis took over the government in Sana'a, which led to the fall of the Saudi Arabian-backed government of Abd Rabbuh Mansur Hadi.[183] Houthis and their allies gained control of a significant part of Yemen's territory and were resisting the Saudi Arabian-led intervention in Yemen seeking to restore Hadi in power. Both the Houthis and the Saudi Arabian-led coalition were being attacked by the Islamic State of Iraq and the Levant.[184][185]
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Ismailis gain their name from their acceptance of Isma'il ibn Jafar as the divinely appointed spiritual successor (Imam) to Ja'far al-Sadiq, wherein they differ from the Twelvers, who accept Musa al-Kadhim, younger brother of Isma'il, as the true Imam.
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After the death or Occultation of Muhammad ibn Ismaill in the 8th century, the teachings of Ismailism further transformed into the belief system as it is known today, with an explicit concentration on the deeper, esoteric meaning (bāṭin) of the faith. With the eventual development of Twelverism into the more literalistic (zahir) oriented Akhbari and later Usuli schools of thought, Shi'ism developed in two separate directions: the metaphorical Ismailli group focusing on the mystical path and nature of God and the divine manifestation in the personage of the "Imam of the Time" as the "Face of God", with the more literalistic Twelver group focusing on divine law (sharī'ah) and the deeds and sayings (sunnah) of Muhammad and his successors (the Ahlu l-Bayt), who as A'immah were guides and a light to God.[186]
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Though there are several sub-groupings within the Ismailis, the term in today's vernacular generally refers to the Shia Imami Ismaili Muslim (Nizari community), generally known as the Ismailis, who are followers of the Aga Khan and the largest group among the Ismailiyyah. Another community which falls under the Isma'il's are the Dawoodi Bohras, led by a Da'i al-Mutlaq as representative of a hidden imam. While there are many other branches with extremely differing exterior practices, much of the spiritual theology has remained the same since the days of the faith's early Imams. In recent centuries Ismailis have largely been an Indo-Iranian community,[187] but they are found in India, Pakistan, Syria, Palestine, Saudi Arabia,[188] Yemen, China,[189] Jordan, Uzbekistan, Tajikistan, Afghanistan, East Africa and South Africa, and have in recent years emigrated to Europe, Australia, New Zealand, and North America.[190]
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After the death of Isma'il ibn Jafar, many Ismailis believed that one day the messianic Mahdi, whom they believed to be Muhammad ibn Ismail, would return and establish an age of justice. One group included the violent Qarmatians, who had a stronghold in Bahrain. In contrast, some Ismailis believed the Imamate did continue, and that the Imams were in occultation and still communicated and taught their followers through a network of dawah "Missionaries".
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In 909, Abdullah al-Mahdi Billah, a claimant to the Ismaili Imamate, established the Fatimid Caliphate. During this period, three lineages of imams formed. The first branch, known today as the Druze, began with Al-Hakim bi-Amr Allah. Born in 386 AH (985), he ascended as ruler at the age of eleven. The typical religiously tolerant Fatimid Empire saw much persecution under his reign. When in 411 AH (1021) his mule returned without him, soaked in blood, a religious group that was forming in his lifetime broke off from mainstream Ismailism and did not acknowledge his successor. Later to be known as the Druze, they believe al-Hakim to be the incarnation of God and the prophesied Mahdi who would one day return and bring justice to the world.[191] The faith further split from Ismailism as it developed very unusual doctrines which often class it separately from both Ismailiyyah and Islam.
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The second split occurred following the death of Ma'ad al-Mustansir Billah in 487 AH (1094). His rule was the longest of any caliph in any Islamic empire. Upon his passing away, his sons, Nizar the older, and Al-Musta'li, the younger, fought for political and spiritual control of the dynasty. Nizar was defeated and jailed, but according to Nizari tradition, his son escaped to Alamut, where the Iranian Ismaili had accepted his claim.[192] From here on, the Nizari Ismaili community has continued with a present, living Imam.
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The Mustaali line split again between the Taiyabi (Dawoodi Bohra is its main branch) and the Hafizi. The former claim that At-Tayyib Abi l-Qasim (son of Al-Amir bi-Ahkami l-Lah) and the imams following him went into a period of anonymity (Dawr-e-Satr) and appointed a Da'i al-Mutlaq to guide the community, in a similar manner as the Ismaili had lived after the death of Muhammad ibn Ismail. The latter (Hafizi) claimed that the ruling Fatimid Caliph was the Imam, and they died out with the fall of the Fatimid Empire.
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Ismailis have categorized their practices which are known as seven pillars:
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The Shahada (profession of faith) of the Shia differs from that of Sunnis due to mention of Ali.[193]
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The Nizaris place importance on a scholarly institution because of the existence of a present Imam. The Imam of the Age defines the jurisprudence, and his guidance may differ with Imams previous to him because of different times and circumstances. For Nizari Ismailis, the Imam is Karim al-Husayni Aga Khan IV. The Nizari line of Imams has continued to this day as an unending line.
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Divine leadership has continued in the Bohra branch through the institution of the "Unrestricted Missionary" Dai. According to Bohra tradition, before the last Imam, At-Tayyib Abi l-Qasim, went into seclusion, his father, the 20th Al-Amir bi-Ahkami l-Lah, had instructed Al-Hurra Al-Malika the Malika (Queen consort) in Yemen to appoint a vicegerent after the seclusion—the Unrestricted Missionary, who as the Imam's vicegerent has full authority to govern the community in all matters both spiritual and temporal while the lineage of Mustaali-Tayyibi Imams remains in seclusion (Dawr-e-Satr). The three branches of the Mustaali, the Alavi Bohra, Sulaimani Bohra and Dawoodi Bohra, differ on who the current Unrestricted Missionary is.
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According to Allameh Muzaffar God gives humans the faculty of reason and argument. Also, God orders humans to spend time thinking carefully on creation while he refers to all creations as his signs of power and glory. These signs encompass all of the universe. Furthermore, there is a similarity between humans as the little world and the universe as the large world. God does not accept the faith of those who follow him without thinking and only with imitation, but also God blames them for such actions.
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In other words, humans have to think about the universe with reason and intellect, a faculty bestowed on us by God. Since there is more insistence on the faculty of intellect among Shia, even evaluating the claims of someone who claims prophecy is on the basis of intellect.[194][195]
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Praying or Duʼa in Shia has an important place as Muhammad described it as a weapon of the believer. In fact, Duʼa considered as something that is a feature of Shia community in a sense. Performing Duʼa in Shia has a special ritual. Because of this, there are many books written on the conditions of praying among Shia. Most of adʼayieh transferred from Muhammad's household and then by many books in which we can observe the authentic teachings of Muhammad and his household according to Shia. The leaderships of Shia always invited their followers to recite Duʼa. For instance, Ali has considered with the subject of Duʼa because of his leadership in monotheism.[196][197]
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1 |
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3 |
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4 |
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5 |
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Sunni theological traditions
|
6 |
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|
7 |
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Theology of Twelvers5
|
8 |
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|
9 |
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Other Shia concepts of Aqidah
|
10 |
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|
11 |
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Shia Islam or Shi'ism is one of the two main branches of Islam. It holds that the Islamic prophet Muhammad designated Ali ibn Abi Talib as his successor and the Imam (leader) after him,[1] most notably at the event of Ghadir Khumm, but was prevented from the caliphate as a result of the incident of Saqifah. This view primarily contrasts with that of Sunni Islam, whose adherents believe that Muhammad did not appoint a successor and consider Abu Bakr, who was appointed caliph by a group of Muslims at Saqifah, to be the first rightful caliph after Muhammad.[2] A person observing Shia Islam is called a Shi'ite.
|
12 |
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|
13 |
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Shia Islam is based on Muhammad's hadith (Ghadir Khumm).[3][4] Shia consider Ali to have been divinely appointed as the successor to Muhammad, and as the first Imam. The Shia also extend this Imammah to Muhammad's family, the Ahl al-Bayt ("the people/family of the House"),[5] and some individuals among his descendants, known as Imams, who they believe possess special spiritual and political authority over the community, infallibility and other divinely ordained traits.[6] Although there are many Shia subsects, modern Shia Islam has been divided into two main groupings: Twelvers and Ismailis, with Twelver Shia being the largest and most influential group among Shia.[7][8][9]
|
14 |
+
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15 |
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Shia Islam is the second largest branch of Islam: as of the late 2000s, Shia Muslims constituted 10–15% of all Muslims.[10] Twelver Shia is the largest branch of Shia Islam,[11] with 2012 estimates saying that 85% of Shias were Twelvers.[12]
|
16 |
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17 |
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Collectively, adherents of Shi'i Islam are called the Shīʿah (شِيعَة; /ˈʃiːə/), which is short for Shīʿatu ʿAlī (شِيعَة عَلِيّ; /ˈʃiːʕatu ˈʕaliː/) meaning "followers of Ali", "faction of Ali", or "party of Ali";[13][14] Shīʿī (شِيعِيّ) denotes both the singular noun and the adjective form, while Shīyāʿ (شِيَاع) refers to the plural noun.[15] Shiʻa, Shia, Shiʻism/Shiʻite or Shiism/Shiite are the forms used in English, for adherents, mosques, and things associated with the religion.[16][17]
|
18 |
+
|
19 |
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The term was first used during Muhammad's life.[18] At present, the word refers to the Muslims who believe that the leadership of the community after Muhammad belongs to Ali and his successors. Nawbakhti states that the term Shia refers to a group of Muslims that at the time of Muhammad and after him regarded Ali as the Imam and Caliph.[19] Al-Shahrastani expresses that the term Shia refers to those who believe that Ali is designated as the Heir, Imam and caliph by Muhammad[20] and that Ali's authority is maintained through his descendants.[21] For the Shia, this conviction is implicit in the Quran and the history of Islam. Shia scholars emphasize that the notion of authority is linked to the family of the prophets as the verses 3:33,34 show: "Indeed, God chose Adam and Noah and the family of Abraham and the family of 'Imran over the worlds – (33) Descendants, some of them from others. And God is Hearing and Knowing. (34)"[22]
|
20 |
+
|
21 |
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Shia Muslims believe that just as a prophet is appointed by God alone, only God has the prerogative to appoint the successor to his prophet. They believe God chose Ali to be Muhammad's successor, infallible, the first caliph (khalifah, head of state) of Islam. The Shia believe that Muhammad designated Ali as his successor by God's command (Eid Al Ghadir).[23][24]
|
22 |
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23 |
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Ali was Muhammad's first-cousin and closest living male relative as well as his son-in-law, having married Muhammad's daughter Fatimah.[25][26]
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24 |
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|
25 |
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Even during the time of Muhammad, there were signs of spilt among the companions with Salman al-Farsi, Abu Dharr al-Ghifari, Miqdad, and Ammar ibn Yasir amongst the most vehement and loyal supporters of Ali.[27][28]
|
26 |
+
|
27 |
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During the revelation of Ash-Shu'ara, the twenty-sixth Surah of the Quran, in c. 617,[29] Muhammad is said to have received instructions to warn his family members against adhering to their pre-Islamic religious practices. There are differing accounts of Muhammad's attempt to do this, with one version stating that he had invited his relatives to a meal (later termed the Feast of Dhul Asheera), during which he gave the pronouncement.[30] According to Ibn Ishaq, it consisted of the following speech:
|
28 |
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|
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Allah has commanded me to invite you to His religion by saying: And warn thy nearest kinsfolk. I, therefore, warn you, and call upon you to testify that there is no god but Allah, and that I am His messenger. O ye sons of Abdul Muttalib, no one ever came to you before with anything better than what I have brought to you. By accepting it, your welfare will be assured in this world and in the Hereafter. Who among you will support me in carrying out this momentous duty? Who will share the burden of this work with me? Who will respond to my call? Who will become my vicegerent, my deputy and my wazir?[31]
|
30 |
+
|
31 |
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Among those gathered, only Ali offered his consent. Some sources, such as the Musnad Ahmad ibn Hanbal, do not record Muhammad's reaction to this, though Ibn Ishaq continues that he then declared Ali to be his brother, heir and successor.[32] In another narration, when Muhammad accepted Ali's offer, he "threw up his arms around the generous youth, and pressed him to his bosom" and said, "Behold my brother, my vizir, my vicegerent ... let all listen to his words, and obey him."[33]
|
32 |
+
|
33 |
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The direct appointment of Ali as heir in this version is notable by the fact it alleges that his right to succession was established at the very beginning of Muhammad's prophetic activity. The association with the revelation of a Quranic verse also serves the purpose of providing the nomination with authenticity as well as a divine authorisation.[34]
|
34 |
+
|
35 |
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The hadith of Ghadir Khumm has many different variations and is transmitted by both Sunni and Shia sources. The narrations generally state that in March 632, Muhammad, while returning from his Farewell Pilgrimage alongside a large number of followers and companions, stopped at the oasis of Ghadir Khumm. There, he took Ali's hand and addressed the gathering. The point of contention between different sects is when Muhammad, whilst giving his speech, gave the proclamation "Anyone who has me as his mawla, has Ali as his mawla." Some versions add the additional sentence "O God, befriend the friend of Ali and be the enemy of his enemy."[35]
|
36 |
+
|
37 |
+
Mawla has a number of meanings in Arabic, with interpretations of Muhammad's use here being split along sectarian lines between the Sunni and Shia. Among the former group, the word is translated as "friend" or "one who is loyal/close" and that Muhammad was advocating that Ali was deserving of friendship and respect. Conversely, Shi'ites tend to view the meaning as being "master" or "ruler"[36] and that the statement was a clear designation of Ali being Muhammad's appointed successor. Shia sources also record further details of the event, such as stating that those present congratulated Ali and acclaimed him as Amir al-Mu'minin.[35]
|
38 |
+
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39 |
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When Muhammad died in 632 CE, Ali and Muhammad's closest relatives made the funeral arrangements. While they were preparing his body, Abu Bakr, Umar, and Abu Ubaidah ibn al Jarrah met with the leaders of Medina and elected Abu Bakr as caliph. Ali did not accept the caliphate of Abu Bakr and refused to pledge allegiance to him. This is indicated in both Sunni and Shia sahih and authentic Hadith.
|
40 |
+
|
41 |
+
Ibn Qutaybah, a 9th-century Sunni Islamic scholar narrates of Ali:
|
42 |
+
|
43 |
+
I am the servant of God and the brother of the Messenger of God. I am thus more worthy of this office than you. I shall not give allegiance to you [Abu Bakr & Umar] when it is more proper for you to give bayʼah to me. You have seized this office from the Ansar using your tribal relationship to the Prophet as an argument against them. Would you then seize this office from us, the ahl al-bayt by force? Did you not claim before the Ansar that you were more worthy than they of the caliphate because Muhammad came from among you (but Muhammad was never from AbuBakr family) – and thus they gave you leadership and surrendered command? I now contend against you with the same argument…It is we who are more worthy of the Messenger of God, living or dead. Give us our due right if you truly have faith in God, or else bear the charge of wilfully doing wrong... Umar, I will not yield to your commands: I shall not pledge loyalty to him.' Ultimately Abu Bakr said, "O 'Ali! If you do not desire to give your bay'ah, I am not going to force you for the same.
|
44 |
+
|
45 |
+
Ali's wife, and daughter of Muhammad, Fatimah, refused to pledge allegiance to Abu Bakr and remained angry with him until she died due to the issues of Fadak and her inheritance from her father and the situation of Umar at Fatimah's house. This is stated in sahih Sunni Hadith, Sahih Bukhari and Sahih Muslim. Fatimah did not at all pledge allegiance or acknowledge or accept the caliphate of Abu Bakr.[37] Almost all of Banu Hashim, Muhammad's clan and many of the sahaba, had supported Ali's cause after the demise of the prophet whilst others supported Abu Bakr.[38][39][40][41][42][43][44][45][46]
|
46 |
+
|
47 |
+
It was not until the murder of the third caliph, Uthman, in 657 CE that the Muslims in Medina in desperation invited Ali to become the fourth caliph as the last source,[25] and he established his capital in Kufah in present-day Iraq.[13]
|
48 |
+
|
49 |
+
Ali's rule over the early Muslim community was often contested, and wars were waged against him. As a result, he had to struggle to maintain his power against the groups who betrayed him after giving allegiance to his succession, or those who wished to take his position. This dispute eventually led to the First Fitna, which was the first major civil war within the Islamic Caliphate. The Fitna began as a series of revolts fought against Ali ibn Abi Talib, caused by the assassination of his political predecessor, Uthman ibn Affan. While the rebels who accused Uthman of prejudice[clarification needed] affirmed Ali's khilafa (caliph-hood), they later turned against him and fought him.[25] Ali ruled from 656 CE to 661 CE,[25] when he was assassinated[26] while prostrating in prayer (sujud). Ali's main rival Muawiyah then claimed the caliphate.[47]
|
50 |
+
|
51 |
+
Upon the death of Ali, his elder son Hasan became leader of the Muslims of Kufa, and after a series of skirmishes between the Kufa Muslims and the army of Muawiyah, Hasan agreed to cede the caliphate to Muawiyah and maintain peace among Muslims upon certain conditions:[48][49]
|
52 |
+
|
53 |
+
Hasan then retired to Medina, where in 670 CE he was poisoned by his wife Ja'da bint al-Ash'ath ibn Qays, after being secretly contacted by Muawiyah who wished to pass the caliphate to his own son Yazid and saw Hasan as an obstacle.[citation needed]
|
54 |
+
|
55 |
+
Husayn, Ali's younger son and brother to Hasan, initially resisted calls to lead the Muslims against Muawiyah and reclaim the caliphate. In 680 CE, Muawiyah died and passed the caliphate to his son Yazid, and breaking the treaty with Hasan ibn Ali. Yazid asked Husayn to swear allegiance (bay'ah) to him. Ali's faction, having expected the caliphate to return to Ali's line upon Muawiyah's death, saw this as a betrayal of the peace treaty and so Husayn rejected this request for allegiance. There was a groundswell of support in Kufa for Husayn to return there and take his position as caliph and imam, so Husayn collected his family and followers in Medina and set off for Kufa. En route to Kufa, he was blocked by an army of Yazid's men (which included people from Kufa) near Karbala (modern Iraq), and Husayn and approximately 72 of his family and followers were killed in the Battle of Karbala.
|
56 |
+
|
57 |
+
The Shia regard Husayn as a martyr (shahid), and count him as an Imam from the Ahl al-Bayt. They view Husayn as the defender of Islam from annihilation at the hands of Yazid I. Husayn is the last imam following Ali whom all Shiah sub-branches mutually recognize.[50] The Battle of Karbala is often cited as the definitive break between the Shia and Sunni sects of Islam, and is commemorated each year by Shiah Muslims on the Day of Ashura.
|
58 |
+
|
59 |
+
Later most of the Shia, including Twelver and Ismaili, became Imamis. Imami Shia believe that Imams are the spiritual and political successors to Muhammad.[citation needed] Imams are human individuals who not only rule over the community with justice, but also are able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and must be chosen by divine decree, or nass, through Muhammad.[52][53]
|
60 |
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|
61 |
+
According to this view, there is always an Imam of the Age, who is the divinely appointed authority on all matters of faith and law in the Muslim community. Ali was the first imam of this line, the rightful successor to Muhammad, followed by male descendants of Muhammad through his daughter Fatimah.[citation needed]
|
62 |
+
|
63 |
+
This difference between following either the Ahl al-Bayt (Muhammad's family and descendants) or Caliph Abu Bakr has shaped Shia and non-Shia views on some of the Quranic verses, the hadith (narrations from Muhammad) and other areas of Islam. For instance, the collection of hadith venerated by Shia Muslims is centered on narrations by members of the Ahl al-Bayt and their supporters, while some hadith by narrators not belonging to or supporting the Ahl al-Bayt are not included. Those of Abu Hurairah, for example, Ibn Asakir in his Ta'rikh Kabir and Muttaqi in his Kanzu'l-Umma report that Caliph Umar lashed him, rebuked him and forbade him to narrate hadith from Muhammad. Umar said: "Because you narrate hadith in large numbers from the Holy Prophet, you are fit only for attributing lies to him. (That is, one expects a wicked man like you to utter only lies about the Holy Prophet.) So you must stop narrating hadith from the Prophet; otherwise, I will send you to the land of Dus." (A clan in Yemen, to which Abu Huraira belonged.) According to Sunnis, Ali was the fourth successor to Abu Bakr, while the Shia maintain that Ali was the first divinely sanctioned "Imam", or successor of Muhammad. The seminal event in Shia history is the martyrdom in 680 CE at the Battle of Karbala of Ali's son Hussein ibn Ali, who led a non-allegiance movement against the defiant caliph (71 of Hussein's followers were killed as well).
|
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It is believed in Twelver and Ismaili Shia Islam that 'aql, divine wisdom, was the source of the souls of the prophets and imams and gave them esoteric knowledge called ḥikmah and that their sufferings were a means of divine grace to their devotees.[54][55] Although the imam was not the recipient of a divine revelation, he had a close relationship with God, through which God guides him, and the imam, in turn, guides the people. Imamate, or belief in the divine guide, is a fundamental belief in the Twelver and Ismaili Shia branches and is based on the concept that God would not leave humanity without access to divine guidance.[56]
|
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+
|
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The Mahdi is the prophesied redeemer of Islam who will rule for seven, nine or nineteen years (according to differing interpretations) before the Day of Judgment and will rid the world of evil. According to Islamic tradition, the Mahdi's tenure will coincide with the Second Coming of Jesus Christ (Isa), who is to assist the Mahdi against the Masih ad-Dajjal (literally, the "false Messiah" or Antichrist). Jesus, who is considered the Masih (Messiah) in Islam, will descend at the point of a white arcade, east of Damascus, dressed in yellow robes with his head anointed. He will then join the Mahdi in his war against the Dajjal, where Mahdi slay Dajjal and unite mankind.
|
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|
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Historians dispute the origin of Shia Islam, with many Western scholars positing that Shiism began as a political faction rather than a truly religious movement.[57][58] Other scholars disagree, considering this concept of religious-political separation to be an anachronistic application of a Western concept.[59]
|
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+
|
70 |
+
In the century following the Battle of Karbala (680 CE), as various Shia-affiliated groups diffused in the emerging Islamic world, several nations arose based on a Shia leadership or population.
|
71 |
+
|
72 |
+
A major turning point in Shia history was the Safavid dynasty (1501–1736) in Persia. This caused a number of changes in the Muslim world:
|
73 |
+
|
74 |
+
With the fall of the Safavids, the state in Persia—including the state system of courts with government-appointed judges (qadis)—became much weaker. This gave the Sharia courts of mujtahids an opportunity to fill the legal vacuum and enabled the ulama to assert their judicial authority. The Usuli School also increased in strength at this time.[70]
|
75 |
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|
76 |
+
The declaration of Shiism as the state religion of the Safavid dynasty in Persia.
|
77 |
+
|
78 |
+
Monument commemorating the Battle of Chaldiran, where more than 7000 Muslims of Shia and Sunni sects were killed in battle.
|
79 |
+
|
80 |
+
Battle of Chaldiran in 1514, was a major sectarian crisis in the Middle East.
|
81 |
+
|
82 |
+
The Shia Islamic faith is vast and inclusive of many different groups.[13] Shia theological beliefs and religious practises, such as prayers, slightly differ from the Sunnis'. While all Muslims pray five times daily, Shias have the option of combining Dhuhr with Asr and Maghrib with Isha', as there are three distinct times mentioned in the Quran. The Sunnis tend to combine only under certain circumstances.[71][72] Shia Islam embodies a completely independent system of religious interpretation and political authority in the Muslim world.[73][74] The original Shia identity referred to the followers of Imam Ali,[75] and Shia theology was formulated in the 2nd century AH, or after Hijra (8th century CE).[76] The first Shia governments and societies were established by the end of the 3rd century AH/9th century CE. The 4th century AH /10th century CE has been referred to by Louis Massignon as "the Shiite Ismaili century in the history of Islam".[77]
|
83 |
+
|
84 |
+
The Shia believe that the status of Ali is supported by numerous hadith, including the Hadith of the pond of Khumm, Hadith of the two weighty things, Hadith of the pen and paper, Hadith of the invitation of the close families, and Hadith of the Twelve Successors. In particular, the Hadith of the Cloak is often quoted to illustrate Muhammad's feeling towards Ali and his family by both Sunni and Shia scholars. Shias prefer hadith attributed to the Ahl al-Bayt and close associates, and have their own separate collection of hadiths.[78][79]
|
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|
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The Shia version of the Shahada, the Islamic profession of faith, differs from that of the Sunni. The Sunni Shahada states There is no god except God, Muhammad is the messenger of God, but to this the Shia append Ali is the Wali (custodian) of God, علي ولي الله. This phrase embodies the Shia emphasis on the inheritance of authority through Muhammad's lineage. The three clauses of the Shia Shahada thus address tawhid (the unity of God), nubuwwah (the prophethood of Muhammad), and imamah (imamate, the leadership of the faith).
|
87 |
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|
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The basis of Ali as the "wali" is taken from a specific verse of the quran
|
89 |
+
.[80] A more detailed discussion of this verse is available.[81][circular reference]
|
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Ismah is the concept of infallibility or "divinely bestowed freedom from error and sin" in Islam.[82] Muslims believe that Muhammad and other prophets in Islam possessed ismah. Twelver and Ismaili Shia Muslims also attribute the quality to Imams as well as to Fatimah, daughter of Muhammad, in contrast to the Zaidi, who do not attribute 'ismah to the Imams.[83] Though initially beginning as a political movement, infallibility and sinlessness of the imams later evolved as a distinct belief of (non-Zaidi) Shiism.[84]
|
92 |
+
|
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+
According to Shia theologians, infallibility is considered a rational necessary precondition for spiritual and religious guidance. They argue that since God has commanded absolute obedience from these figures they must only order that which is right. The state of infallibility is based on the Shia interpretation of the verse of purification.[85][86] Thus, they are the most pure ones, the only immaculate ones preserved from, and immune to, all uncleanness.[87] It does not mean that supernatural powers prevent them from committing a sin, but due to the fact that they have absolute belief in God, they refrain from doing anything that is a sin.[88]
|
94 |
+
|
95 |
+
They also have a complete knowledge of God's will. They are in possession of all knowledge brought by the angels to the prophets (nabi) and the messengers (rasul). Their knowledge encompasses the totality of all times. They thus act without fault in religious matters.[89] Shias regard Ali as the successor of Muhammad not only ruling over the community in justice, but also interpreting Islamic practices and its esoteric meaning. Hence he was regarded as being free from error and sin (infallible), and appointed by God by divine decree (nass) to be the first Imam.[90] Ali is known as "perfect man" (al-insan al-kamil) similar to Muhammad, according to Shia viewpoint.[91]
|
96 |
+
|
97 |
+
The Occultation is a belief in some forms of Shia Islam that a messianic figure, a hidden imam known as the Mahdi, will one day return and fill the world with justice. According to the Twelver Shia, the main goal of Mahdi will be to establish an Islamic state and to apply Islamic laws that were revealed to Muhammad. The Quran does not have the verses on Imamate, which is the basic doctrine of Shia Islam.[92]
|
98 |
+
|
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+
Some Shia, such as the Zaidi and Nizari Ismaili, do not believe in the idea of the Occultation. The groups which do believe in it differ as to which lineage of the Imamate is valid, and therefore which individual has gone into occultation. They believe there are many signs that will indicate the time of his return.
|
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+
|
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Twelver Shia Muslims believe that the Mahdi (the twelfth imam, Muhammad al-Mahdi) is already on Earth, is in occultation and will return at the end of time. Fatimid/ Bohra/ Dawoodi Bohra believe the same but for their 21st Tayyib, whereas Sunnis believe the future Mahdi has not yet arrived on Earth.[93]
|
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It is believed that the armaments and sacred items of all of the Prophets, including Muhammad, were handed down in succession to the Imams of Ahl al-Bayt. In Kitab al-Kafi, Ja'far al-Sadiq mentions that "with me are the arms of the Messenger of Allah. It is not disputable."[94]
|
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+
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Further, he claims that with him is the sword of the Messenger of God, his coat of arms, his Lamam (pennon) and his helmet. In addition, he mentions that with him is the flag of the Messenger of God, the victorious. With him is the Staff of Moses, the ring of Solomon, son of David, and the tray on which Moses used to offer his offerings. With him is the name that whenever the Messenger of God would place it between the Muslims and pagans no arrow from the pagans would reach the Muslims. With him is the similar object that angels brought.[94]
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+
|
107 |
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Al-Sadiq also narrates that the passing down of armaments is synonymous to receiving the Imamat (leadership), similar to how the Ark in the house of the Israelites signaled prophet-hood.[94]
|
108 |
+
|
109 |
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Imam Ali al-Ridha narrates that wherever the armaments among us would go, knowledge would also follow and the armaments would never depart from those with knowledge (Imamat).[94]
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+
|
111 |
+
According to Shia Muslims, one of the lingering problems in estimating Shia population is that unless Shia form a significant minority in a Muslim country, the entire population is often listed as Sunni. The reverse, however, has not held true, which may contribute to imprecise estimates of the size of each sect. For example, the 1926 rise of the House of Saud in Arabia brought official discrimination against Shia.[96] Shiites are estimated to be 21% of the Muslim population in South Asia, although the total number is difficult to estimate due to that reason.[97]
|
112 |
+
It is estimated that 15%[98][99][100][101] of the world's Muslims are Shia. They may number up to 200 million as of 2009.[100]
|
113 |
+
|
114 |
+
Shias form a majority of the population in Azerbaijan, Bahrain, Iran, and Iraq,[102][103] as well as a plurality in Lebanon. Shias constitute 36.3% of the entire population (and 38.6% of the Muslim population) of the Middle East.[104]
|
115 |
+
|
116 |
+
Shia Muslims constitute 27-35% of the population in Lebanon, and as per some estimates from 35%[102][105] to over 35–40% of the population in Yemen,[106] 30%–35% of the citizen population in Kuwait (no figures exist for the non-citizen population),[107][108] over 20% in Turkey,[100][109] 5–20% of the population in Pakistan,[110][100] and 10–19% of Afghanistan's population.[111][112]
|
117 |
+
|
118 |
+
Saudi Arabia hosts a number of distinct Shia communities, including the Twelver Baharna in the Eastern Province and Nakhawila of Medina, and the Ismaili Sulaymani and Zaidiyyah of Najran. Estimations put the number of Shiite citizens at 2–4 million, accounting for roughly 15% of the local population.[113][better source needed]
|
119 |
+
|
120 |
+
Significant Shia communities exist in the coastal regions of West Sumatra and Aceh in Indonesia (see Tabuik).[114] The Shia presence is negligible elsewhere in Southeast Asia, where Muslims are predominantly Shafi'i Sunnis.
|
121 |
+
|
122 |
+
A significant Shia minority is present in Nigeria, made up of modern-era converts to a Shia movement centered around Kano and Sokoto states.[100][101][115] Several African countries like Kenya,[116] South Africa,[117] Somalia,[118] etc. hold small minority populations of various Shia denominations, primarily descendants of immigrants from South Asia during the colonial period, such as the Khoja.[119]
|
123 |
+
|
124 |
+
Distribution of global Shia Muslim population among the continents
|
125 |
+
|
126 |
+
Figures indicated in the first three columns below are based on the October 2009 demographic study by the Pew Research Center report, Mapping the Global Muslim Population.[100][101]
|
127 |
+
|
128 |
+
The history of Sunni-Shia relations has often involved violence, dating back to the earliest development of the two competing sects.
|
129 |
+
At various times Shia groups have faced persecution.[133][134][135][136][137][138]
|
130 |
+
|
131 |
+
Militarily established and holding control over the Umayyad government, many Sunni rulers perceived the Shia as a threat—to both their political and their religious authority.[139] The Sunni rulers under the Umayyads sought to marginalize the Shia minority, and later the Abbasids turned on their Shia allies and imprisoned, persecuted, and killed them. The persecution of the Shia throughout history by Sunni co-religionists has often been characterized by brutal and genocidal acts. Comprising only about 10–15% of the entire Muslim population, the Shia remain a marginalized community to this day in many Sunni Arab dominant countries without the rights to practice their religion and organize.[140]
|
132 |
+
|
133 |
+
In 1514 the Ottoman sultan, Selim I, ordered the massacre of 40,000 Anatolian Shia.[141] According to Jalal Al-e-Ahmad, "Sultan Selim I carried things so far that he announced that the killing of one Shiite had as much otherworldly reward as killing 70 Christians."[142]
|
134 |
+
|
135 |
+
In 1801 the Al Saud-Wahhabi armies attacked and sacked Karbala, the Shia shrine in eastern Iraq that commemorates the death of Husayn.[143]
|
136 |
+
|
137 |
+
Under Saddam Hussein's regime, 1968 to 2003, in Iraq, Shia Muslims were heavily arrested, tortured and killed.[144]
|
138 |
+
|
139 |
+
In March 2011, the Malaysian government declared the Shia a "deviant" sect and banned Shia from promoting their faith to other Muslims, but left them free to practice it themselves privately.[145][146]
|
140 |
+
|
141 |
+
Shias celebrate the following annual holidays:
|
142 |
+
|
143 |
+
The four holiest sites to Muslims are Mecca (Al-Haram Mosque), Medina (Al-Nabbawi Mosque), Jerusalem (Al-Aqsa Mosque), and Kufa (Kufa Mosque). In addition for Shias, the Imam Husayn Shrine, Al Abbas Mosque in Karbala, and Imam Ali Mosque in Najaf are also highly revered.
|
144 |
+
|
145 |
+
Other venerated sites include Wadi-us-Salaam cemetery in Najaf, Al-Baqi' cemetery in Medina, Imam Reza shrine in Mashhad, Kadhimiya Mosque in Kadhimiya, Al-Askari Mosque in Samarra, Sahla Mosque and Great Mosque of Kufa in Kufa and several other sites in the cities of Qom, Susa and Damascus.
|
146 |
+
|
147 |
+
Most of the Shia holy places in Saudi Arabia have been destroyed by the warriors of the Ikhwan, the most notable being the tombs of the Imams in the Al-Baqi' cemetery in 1925.[151] In 2006, a bomb destroyed the shrine of Al-Askari Mosque.[152]
|
148 |
+
|
149 |
+
The Shia belief throughout its history split over the issue of the Imamate. The largest branch are the Twelvers, followed by the Zaidi, and the Ismaili. All three groups follow a different line of Imamate.
|
150 |
+
|
151 |
+
Twelver Shia or the Ithnā'ashariyyah' is the largest branch of Shia Islam, and the term Shia Muslim often refers to the Twelvers by default. The term Twelver is derived from the doctrine of believing in twelve divinely ordained leaders, known as The Twelve Imams. Twelver Shia are also known as Imami or Ja'fari, originated from the name of the 6th Imam, Ja'far al-Sadiq, who elaborated the Twelver jurisprudence.[153]
|
152 |
+
|
153 |
+
Twelvers constitute the majority of the population in Iran (90%),[154] Azerbaijan (85%),[13][155] Bahrain (70%), Iraq (65%), Lebanon (65% of Muslims).[156][157][158]
|
154 |
+
|
155 |
+
Twelver doctrine is based on five principles.[159] These five principles known as Usul ad-Din are as follow:[160][161]
|
156 |
+
|
157 |
+
More specifically, these principles are known as Usul al-Madhhab (principles of the Shia sect) according to Twelver Shias which differ from Daruriyat al-Din (Necessities of Religion) which are principles in order for one to be a Muslim. The Necessities of Religion do not include Leadership (Imamah) as it is not a requirement in order for one to be recognized as a Muslim. However, this category, according to Twelver scholars like Ayatollah al-Khoei, does include belief in God, Prophethood, the Day of Resurrection and other "necessities" (like belief in angels). In this regard, Twelver Shias draw a distinction in terms of believing in the main principles of Islam on the one hand, and specifically Shia doctrines like Imamah on the other.
|
158 |
+
|
159 |
+
Besides the Quran which is common to all Muslims, the Shia derive guidance from books of traditions ("ḥadīth") attributed to Muhammad and the Twelve Imams. Below is a list of some of the most prominent of these books:
|
160 |
+
|
161 |
+
The Twelve Imams are the spiritual and political successors to Muhammad for the Twelvers.[citation needed] According to the theology of Twelvers, the successor of Muhammad is an infallible human individual who not only rules over the community with justice but also is able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and Imams must be chosen by divine decree, or nass, through Muhammad.[52][53] Each imam was the son of the previous imam, with the exception of Hussein ibn Ali, who was the brother of Hasan ibn Ali.[citation needed] The twelfth and final imam is Muhammad al-Mahdi, who is believed by the Twelvers to be currently alive and in occultation.[56]
|
162 |
+
|
163 |
+
The Twelver jurisprudence is called Ja'fari jurisprudence. In this jurisprudence Sunnah is considered to be the oral traditions of Muhammad and their implementation and interpretation by the twelve Imams. There are three schools of Ja'fari jurisprudence: Usuli, Akhbari, and Shaykhi. The Usuli school is by far the largest of the three. Twelver groups that do not follow Ja'fari jurisprudence include Alevi, Bektashi, and Qizilbash.
|
164 |
+
|
165 |
+
The five primary pillars of Islam to the Ja'fari jurisprudence, known as Usul' ad-Din. They are at variance with the standard Sunni "five pillars of religion." The Shia's primary "pillars" are:
|
166 |
+
|
167 |
+
In Ja'fari jurisprudence, there are eight secondary pillars, known as Furu' ad-Din, which are as follows:[166]
|
168 |
+
|
169 |
+
According to Twelvers, defining and interpretation of Islamic jurisprudence is the responsibility of Muhammad and the twelve Imams. As the 12th Imam is in occultation, it is the duty of clerics to refer to the Islamic literature such as the Quran and hadith and identify legal decisions within the confines of Islamic law to provide means to deal with current issues from an Islamic perspective. In other words, Twelver clerics provide Guardianship of the Islamic Jurisprudence, which was defined by Muhammad and his twelve successors. This process is known as Ijtihad and the clerics are known as Marja', meaning reference. The labels Allamah and Ayatollah are in use for Twelver clerics.
|
170 |
+
|
171 |
+
Zaidiyya, Zaidism or Zaydi is a Shia school named after Zayd ibn Ali. Followers of the Zaidi fiqh are called Zaidis (or occasionally Fivers). However, there is also a group called Zaidi Wasītīs who are Twelvers (see below). Zaidis constitute roughly 42–47% of the population of Yemen.[167][168]
|
172 |
+
|
173 |
+
The Zaydis, Twelvers, and Ismailis all recognize the same first four Imams; however, the Zaidis consider Zayd ibn Ali as the fifth. After the time of Zayd ibn Ali, the Zaidis believed that any descendant of Hasan ibn Ali or Hussein ibn Ali could be imam after fulfilling certain conditions.[169] Other well-known Zaidi Imams in history were Yahya ibn Zayd, Muhammad al-Nafs al-Zakiyya and Ibrahim ibn Abdullah.
|
174 |
+
|
175 |
+
The Zaidi doctrine of Imamah does not presuppose the infallibility of the imam nor that the Imams receive divine guidance. Zaidis also do not believe that the Imamate must pass from father to son but believe it can be held by any Sayyid descended from either Hasan ibn Ali or Hussein ibn Ali (as was the case after the death of Hasan ibn Ali). Historically, Zaidis held that Zayd was the rightful successor of the 4th imam since he led a rebellion against the Umayyads in protest of their tyranny and corruption. Muhammad al-Baqir did not engage in political action, and the followers of Zayd believed that a true imam must fight against corrupt rulers.
|
176 |
+
|
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+
In matters of Islamic jurisprudence, the Zaydis follow Zayd ibn Ali's teachings which are documented in his book Majmu'l Fiqh (in Arabic: مجموع الفِقه). Al-Hadi ila'l-Haqq Yahya, founder of the Zaydi state in Yemen, is seen as the codifier of Zaydi fiqh and as such most Zaydis today are known as Hadawis.
|
178 |
+
|
179 |
+
The Idrisids (Arabic: الأدارسة) were Arab[170] Zaydi Shia[171][172][173][174][175][176] dynasty in the western Maghreb ruling from 788 to 985 CE, named after its first sultan, Idris I.
|
180 |
+
|
181 |
+
A Zaydi state was established in Gilan, Deylaman and Tabaristan (northern Iran) in 864 CE by the Alavids;[177] it lasted until the death of its leader at the hand of the Samanids in 928 CE. Roughly forty years later the state was revived in Gilan and survived under Hasanid leaders until 1126 CE. Afterwards, from the 12th to 13th centuries, the Zaydis of Deylaman, Gilan and Tabaristan then acknowledged the Zaydi Imams of Yemen or rival Zaydi Imams within Iran.[178]
|
182 |
+
|
183 |
+
The Buyids were initially Zaidi[179] as were the Banu Ukhaidhir rulers of al-Yamama in the 9th and 10th centuries.[180] The leader of the Zaydi community took the title of Caliph. As such, the ruler of Yemen was known as the Caliph, al-Hadi Yahya bin al-Hussain bin al-Qasim ar-Rassi Rassids (a descendant of Hasan ibn Ali the son of Ali) who, at Sa'dah, in 893–7 CE, founded the Zaydi Imamate, and this system continued until the middle of the 20th century, when the revolution of 1962 CE deposed the Zaydi Imam. The founding Zaidism of Yemen was of the Jarudiyya group; however, with increasing interaction with Hanafi and Shafi'i rites of Sunni Islam, there was a shift from the Jarudiyya group to the Sulaimaniyya, Tabiriyya, Butriyya or Salihiyya groups.[181] Zaidis form the second dominant religious group in Yemen. Currently, they constitute about 40–45% of the population in Yemen. Ja'faris and Isma'ilis are 2–5%.[182] In Saudi Arabia, it is estimated that there are over 1 million Zaydis (primarily in the western provinces).
|
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+
|
185 |
+
Currently the most prominent Zaydi movement is the Houthis movement, known by the name of Shabab Al Mu'mineen (Believing Youth) or AnsarAllah (Partisans of God). In 2014–2015 Houthis took over the government in Sana'a, which led to the fall of the Saudi Arabian-backed government of Abd Rabbuh Mansur Hadi.[183] Houthis and their allies gained control of a significant part of Yemen's territory and were resisting the Saudi Arabian-led intervention in Yemen seeking to restore Hadi in power. Both the Houthis and the Saudi Arabian-led coalition were being attacked by the Islamic State of Iraq and the Levant.[184][185]
|
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+
|
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+
Ismailis gain their name from their acceptance of Isma'il ibn Jafar as the divinely appointed spiritual successor (Imam) to Ja'far al-Sadiq, wherein they differ from the Twelvers, who accept Musa al-Kadhim, younger brother of Isma'il, as the true Imam.
|
188 |
+
|
189 |
+
After the death or Occultation of Muhammad ibn Ismaill in the 8th century, the teachings of Ismailism further transformed into the belief system as it is known today, with an explicit concentration on the deeper, esoteric meaning (bāṭin) of the faith. With the eventual development of Twelverism into the more literalistic (zahir) oriented Akhbari and later Usuli schools of thought, Shi'ism developed in two separate directions: the metaphorical Ismailli group focusing on the mystical path and nature of God and the divine manifestation in the personage of the "Imam of the Time" as the "Face of God", with the more literalistic Twelver group focusing on divine law (sharī'ah) and the deeds and sayings (sunnah) of Muhammad and his successors (the Ahlu l-Bayt), who as A'immah were guides and a light to God.[186]
|
190 |
+
|
191 |
+
Though there are several sub-groupings within the Ismailis, the term in today's vernacular generally refers to the Shia Imami Ismaili Muslim (Nizari community), generally known as the Ismailis, who are followers of the Aga Khan and the largest group among the Ismailiyyah. Another community which falls under the Isma'il's are the Dawoodi Bohras, led by a Da'i al-Mutlaq as representative of a hidden imam. While there are many other branches with extremely differing exterior practices, much of the spiritual theology has remained the same since the days of the faith's early Imams. In recent centuries Ismailis have largely been an Indo-Iranian community,[187] but they are found in India, Pakistan, Syria, Palestine, Saudi Arabia,[188] Yemen, China,[189] Jordan, Uzbekistan, Tajikistan, Afghanistan, East Africa and South Africa, and have in recent years emigrated to Europe, Australia, New Zealand, and North America.[190]
|
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+
|
193 |
+
After the death of Isma'il ibn Jafar, many Ismailis believed that one day the messianic Mahdi, whom they believed to be Muhammad ibn Ismail, would return and establish an age of justice. One group included the violent Qarmatians, who had a stronghold in Bahrain. In contrast, some Ismailis believed the Imamate did continue, and that the Imams were in occultation and still communicated and taught their followers through a network of dawah "Missionaries".
|
194 |
+
|
195 |
+
In 909, Abdullah al-Mahdi Billah, a claimant to the Ismaili Imamate, established the Fatimid Caliphate. During this period, three lineages of imams formed. The first branch, known today as the Druze, began with Al-Hakim bi-Amr Allah. Born in 386 AH (985), he ascended as ruler at the age of eleven. The typical religiously tolerant Fatimid Empire saw much persecution under his reign. When in 411 AH (1021) his mule returned without him, soaked in blood, a religious group that was forming in his lifetime broke off from mainstream Ismailism and did not acknowledge his successor. Later to be known as the Druze, they believe al-Hakim to be the incarnation of God and the prophesied Mahdi who would one day return and bring justice to the world.[191] The faith further split from Ismailism as it developed very unusual doctrines which often class it separately from both Ismailiyyah and Islam.
|
196 |
+
|
197 |
+
The second split occurred following the death of Ma'ad al-Mustansir Billah in 487 AH (1094). His rule was the longest of any caliph in any Islamic empire. Upon his passing away, his sons, Nizar the older, and Al-Musta'li, the younger, fought for political and spiritual control of the dynasty. Nizar was defeated and jailed, but according to Nizari tradition, his son escaped to Alamut, where the Iranian Ismaili had accepted his claim.[192] From here on, the Nizari Ismaili community has continued with a present, living Imam.
|
198 |
+
|
199 |
+
The Mustaali line split again between the Taiyabi (Dawoodi Bohra is its main branch) and the Hafizi. The former claim that At-Tayyib Abi l-Qasim (son of Al-Amir bi-Ahkami l-Lah) and the imams following him went into a period of anonymity (Dawr-e-Satr) and appointed a Da'i al-Mutlaq to guide the community, in a similar manner as the Ismaili had lived after the death of Muhammad ibn Ismail. The latter (Hafizi) claimed that the ruling Fatimid Caliph was the Imam, and they died out with the fall of the Fatimid Empire.
|
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+
|
201 |
+
Ismailis have categorized their practices which are known as seven pillars:
|
202 |
+
|
203 |
+
The Shahada (profession of faith) of the Shia differs from that of Sunnis due to mention of Ali.[193]
|
204 |
+
|
205 |
+
The Nizaris place importance on a scholarly institution because of the existence of a present Imam. The Imam of the Age defines the jurisprudence, and his guidance may differ with Imams previous to him because of different times and circumstances. For Nizari Ismailis, the Imam is Karim al-Husayni Aga Khan IV. The Nizari line of Imams has continued to this day as an unending line.
|
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+
|
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+
Divine leadership has continued in the Bohra branch through the institution of the "Unrestricted Missionary" Dai. According to Bohra tradition, before the last Imam, At-Tayyib Abi l-Qasim, went into seclusion, his father, the 20th Al-Amir bi-Ahkami l-Lah, had instructed Al-Hurra Al-Malika the Malika (Queen consort) in Yemen to appoint a vicegerent after the seclusion—the Unrestricted Missionary, who as the Imam's vicegerent has full authority to govern the community in all matters both spiritual and temporal while the lineage of Mustaali-Tayyibi Imams remains in seclusion (Dawr-e-Satr). The three branches of the Mustaali, the Alavi Bohra, Sulaimani Bohra and Dawoodi Bohra, differ on who the current Unrestricted Missionary is.
|
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+
|
209 |
+
According to Allameh Muzaffar God gives humans the faculty of reason and argument. Also, God orders humans to spend time thinking carefully on creation while he refers to all creations as his signs of power and glory. These signs encompass all of the universe. Furthermore, there is a similarity between humans as the little world and the universe as the large world. God does not accept the faith of those who follow him without thinking and only with imitation, but also God blames them for such actions.
|
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+
In other words, humans have to think about the universe with reason and intellect, a faculty bestowed on us by God. Since there is more insistence on the faculty of intellect among Shia, even evaluating the claims of someone who claims prophecy is on the basis of intellect.[194][195]
|
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+
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+
Praying or Duʼa in Shia has an important place as Muhammad described it as a weapon of the believer. In fact, Duʼa considered as something that is a feature of Shia community in a sense. Performing Duʼa in Shia has a special ritual. Because of this, there are many books written on the conditions of praying among Shia. Most of adʼayieh transferred from Muhammad's household and then by many books in which we can observe the authentic teachings of Muhammad and his household according to Shia. The leaderships of Shia always invited their followers to recite Duʼa. For instance, Ali has considered with the subject of Duʼa because of his leadership in monotheism.[196][197]
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Albania (/ælˈbeɪniə, ɔːl-/ (listen) a(w)l-BAY-nee-ə; Albanian: Shqipëri or Shqipëria; Gheg Albanian: Shqipni or Shqipnia also Shqypni or Shqypnia),[6] officially the Republic of Albania (Albanian: Republika e Shqipërisë, pronounced [ɾɛpuˈblika ɛ ʃcipəˈɾiːsə]), is a country in Southeast Europe on the Adriatic and Ionian Sea within the Mediterranean Sea. It shares land borders with Montenegro to the northwest, Kosovo[a] to the northeast, North Macedonia to the east, Greece to the south and maritime borders with Greece, Montenegro and Italy to the west.
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Geographically, the country displays varied climatic, geological, hydrological and morphological conditions, defined in an area of 28,748 km2 (11,100 sq mi). It possesses remarkable diversity with the landscape ranging from the snow-capped mountains in the Albanian Alps as well as the Korab, Skanderbeg, Pindus and Ceraunian Mountains to the hot and sunny coasts of the Albanian Adriatic and Ionian Sea along the Mediterranean Sea.
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Historically, the country has been inhabited by numerous civilisations such as the Illyrians, Thracians, Ancient Greeks, Romans, Byzantines, Venetians and Ottomans. The Albanians established the autonomous Principality of Arbër in the 12th century. The Kingdom of Albania and Principality of Albania formed between the 13th and 14th centuries. Prior to the Ottoman conquest of Albania in the 15th century, the Albanian resistance to Ottoman expansion into Europe led by Gjergj Kastrioti Skanderbeg won them acclaim over most of Europe.
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Between the 18th and 19th centuries, Albanians gathered both spiritual and intellectual strength which conclusively led to the Albanian Renaissance. After the defeat of the Ottomans in the Balkan Wars, the modern nation state of Albania declared independence in 1912.[7] In the 20th century, the Kingdom of Albania was invaded by Italy which formed Greater Albania before becoming a protectorate of Nazi Germany.[8] Enver Hoxha formed Communist Albania after the Second World War and launched the Albanians on a path of oppression and decades of isolation. The Revolutions of 1991 concluded the fall of communism in Albania and eventually the establishment of the current Republic of Albania.
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Politically, the country is a unitary parliamentary constitutional republic and developing country with an upper-middle income economy dominated by the service sector, followed by manufacturing.[9] It went through a process of transition following the end of communism in 1990, from centralized planning to a market-based economy.[10][11][12] Albania provides universal health care and free primary and secondary education to its citizens.[5]
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The country is a member of the United Nations, World Bank, UNESCO, NATO, WTO, COE, OSCE and OIC. It is an official candidate for membership in the European Union.[13] It is one of the founding members of the Energy Community, including the Organization of the Black Sea Economic Cooperation and Union for the Mediterranean.
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The term Albania is the medieval Latin name of the country. It may be derived from the Illyrian tribe of Albani (Albanian: Albanët) recorded by Ptolemy, the geographer and astronomer from Alexandria, who drafted a map in 150 AD which shows the city of Albanopolis located northeast of Durrës.[14][15] The term may have a continuation in the name of a medieval settlement called Albanon or Arbanon, although it is not certain that this was the same place.[16]
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In his history written in the 10th century, the Byzantine historian Michael Attaliates was the first to refer to Albanoi as having taken part in a revolt against Constantinople in 1043 and to the Arbanitai as subjects of the Duke of Dyrrachium.[17] During the Middle Ages, the Albanians called their country Arbëri or Arbëni and referred to themselves as Arbëreshë or Arbëneshë.[18][19]
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Nowadays, Albanians call their country Shqipëri or Shqipëria. The words Shqipëri and Shqiptar are attested from 14th century onward,[20] but it was only at the end of 17th and beginning of the early 18th centuries that the placename Shqipëria and the ethnic demonym Shqiptarë gradually replaced Arbëria and Arbëreshë amongst Albanian speakers.[20][21] The two terms are popularly interpreted as "Land of the Eagles" and "Children of the Eagles".[22][23]
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The first attested traces of neanderthal presence in the territory of Albania dates back to the middle and upper Paleolithic period and were discovered in Xarrë and at Mount Dajt in the adjacent region of Tirana.[24] Archaeological sites from this period include the Kamenica Tumulus, Konispol Cave and Pellumbas Cave.
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The discovered objects in a cave near Xarrë include flint and jasper objects along with fossilised animal bones, while those discoveries at Mount Dajt comprise bone and stone tools similar to those of the Aurignacian culture. They also demonstrate notable similarities with objects of the equivalent period found at Crvena Stijena in Montenegro and northwestern Greece.[24]
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Multiple artefacts from the Iron and Bronze Ages near tumulus burials have been unearthed in central and southern Albania, which has similar affinity with the sites in southwestern Macedonia and Lefkada. Archaeologists have come to the conclusion that these regions were inhabited from the middle of the third millennium BC by Indo-European people who spoke a Proto-Greek language. Hence, a part of this historical population later moved to Mycenae around 1600 BC and properly established the Mycenaean civilisation.[25][26][27]
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In ancient times, the incorporated territory of Albania was historically inhabited by Indo-European peoples such as the Ancient Greeks, Thracians and diverse Illyrian tribes. There is no evidence that Illyrian tribes used any collective nomenclature for themselves, while it is regarded to be unlikely that they used a common endonym.[28] The endonym Illyrians seems to be the name applied to a specific Illyrian tribe which was the first to come in liaison with the Ancient Greeks resulting the endonym Illyrians to be applied pars pro toto to all people of similar language and customs.[29][30]
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The territory referred to as Illyria corresponded roughly to the area east of the Adriatic Sea in the Mediterranean Sea extending in the south to the mouth of the Vjosë.[31][32] The first account of the Illyrian groups comes from Periplus of the Euxine Sea, an ancient Greek text written in the middle of the 4th century BC.[33] The west was inhabited by the Thracian tribe of the Bryges while the south was inhabited by the Greek tribe of the Chaonians whose capital was at Phoenice.[34] Colonies such as Apollonia, Epidamnos and Amantia, were established by Greek city-states on the coast by the 7th century BC.[35]
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The Illyrian Ardiaei tribe, centered in Montenegro, ruled over much of Albania. The Ardiaean Kingdom reached its greatest extent under Agron, son of Pleuratus II. Agron extended his rule over other neighboring tribes as well.[36] After Agron's death in 230 BC, his wife Teuta inherited the Ardiaean kingdom. Teuta's forces extended their operations further southward to the Ionian Sea.[37] In 229 BC, Rome declared war[38] on the kingdom for extensively plundering Roman ships. The war ended in Illyrian defeat in 227 BC. Teuta was eventually succeeded by Gentius in 181 BC.[39] Gentius clashed with the Romans in 168 BC, initiating the Third Illyrian War. The conflict resulted in Roman conquest of the region by 167 BC. The Romans split the region into three administrative divisions.[40]
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The Roman Empire was split in 395 upon the death of Theodosius I into an Eastern and Western Roman Empire in part because of the increasing pressure from threats during the Barbarian Invasions. From the 6th century into the 7th century, the Slavs crossed the Danube and largely absorbed the indigenous Ancient Greeks, Illyrians and Thracians in the Balkans; thus, the Illyrians were mentioned for the last time in historical records in the 7th century.[41][42]
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In the 11th century, the Great Schism formalised the break of communion between the Eastern Orthodox and Western Catholic Church that is reflected in Albania through the emergence of a Catholic north and Orthodox south. The Albanian people inhabited the west of Lake Ochrida and the upper valley of River Shkumbin and established the Principality of Arbanon in 1190 under the leadership of Progon of Kruja.[43] The realm was succeeded by his sons Gjin and Dhimitri.
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Upon the death of Dhimiter, the territory came under the rule of the Albanian-Greek Gregory Kamonas and subsequently under the Golem of Kruja.[44][45][46] In the 13th century, the principality was dissolved.[47][48][49] Arbanon is considered to be the first sketch of an Albanian state, that retained a semi-autonomous status as the western extremity of the Byzantine Empire, under the Byzantine Doukai of Epirus or Laskarids of Nicaea.[50]
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Towards the end of the 12th and beginning of the 13th centuries, Serbs and Venetians started to take possession over the territory.[51] The ethnogenesis of the Albanians is uncertain; however the first undisputed mention of Albanians dates back in historical records from 1079 or 1080 in a work by Michael Attaliates, who referred to the Albanoi as having taken part in a revolt against Constantinople.[52] At this point the Albanians were fully Christianized.
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Few years after the dissolution of Arbanon, Charles of Anjou concluded an agreement with the Albanian rulers, promising to protect them and their ancient liberties. In 1272, he established the Kingdom of Albania and conquered regions back from the Despotate of Epirus. The kingdom claimed all of central Albania territory from Dyrrhachium along the Adriatic Sea coast down to Butrint. A catholic political structure was a basis for the papal plans of spreading Catholicism in the Balkan Peninsula. This plan found also the support of Helen of Anjou, a cousin of Charles of Anjou. Around 30 Catholic churches and monasteries were built during her rule mainly in northern Albania.[53] Internal power struggles within the Byzantine Empire in the 14th century enabled Serbs' most powerful medieval ruler, Stefan Dusan, to establish a short-lived empire that included all of Albania except Durrës.[51] In 1367, various Albanian rulers established the Despotate of Arta. During that time, several Albanian principalities were created, notably the Balsha, Thopia, Kastrioti, Muzaka and Arianiti. In the first half of the 14th century, the Ottoman Empire invaded most of Albania, and the League of Lezhë was held under Skanderbeg as a ruler, who became the national hero of the Albanian medieval history.
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With the fall of Constantinople, the Ottoman Empire continued an extended period of conquest and expansion with its borders going deep into Southeast Europe. They reached the Albanian Ionian Sea Coast in 1385 and erected their garrisons across Southern Albania in 1415 and then occupied most of Albania in 1431.[54][55] Thousands of Albanians consequently fled to Western Europe, particularly to Calabria, Naples, Ragusa and Sicily, whereby others sought protection at the often inaccessible Mountains of Albania.[56][57]
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The Albanians, as Christians, were considered as an inferior class of people, and as such they were subjected to heavy taxes among others by the Devshirme system that allowed the Sultan to collect a requisite percentage of Christian adolescents from their families to compose the Janissary.[58] The Ottoman conquest was also accompanied with the gradual process of Islamisation and the rapid construction of mosques which consequently modified the religious picture of Albania.
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A prosperous and longstanding revolution erupted after the formation of the Assembly of Lezhë until the Siege of Shkodër under the leadership of Gjergj Kastrioti Skanderbeg, multiple times defeating major Ottoman armies led by Sultans Murad II and Mehmed II. Skanderbeg managed to gather several of the Albanian principals, amongst them the Arianitis, Dukagjinis, Zaharias and Thopias, and establish a centralised authority over most of the non-conquered territories, becoming the Lord of Albania.[59]
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Skanderbeg consistently pursued the goal relentlessly but rather unsuccessfully to constitute a European coalition against the Ottomans. He thwarted every attempt by the Ottomans to regain Albania, which they envisioned as a springboard for the invasion of Italy and Western Europe. His unequal fight against them won the esteem of Europe also among others financial and military aid from the Papacy and Naples, Venice and Ragusa.[60]
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When the Ottomans were gaining a firm foothold in the region, Albanian towns were organised into four principal sanjaks. The government fostered trade by settling a sizeable Jewish colony of refugees fleeing persecution in Spain. The city of Vlorë saw passing through its ports imported merchandise from Europe such as velvets, cotton goods, mohairs, carpets, spices and leather from Bursa and Constantinople. Some citizens of Vlorë even had business associates throughout Europe.[61]
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The phenomenon of Islamisation among the Albanians became primarily widespread from the 17th century and continued into the 18th century.[62] Islam offered them equal opportunities and advancement within the Ottoman Empire. However, motives for conversion were, according to some scholars, diverse depending on the context though the lack of source material does not help when investigating such issues.[62] Because of increasing suppression of Catholicism, mostly catholic Albanians converted in the 17th century, while orthodox Albanians followed suit mainly in the following century.
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Since the Albanians were seen as strategically important, they made up a significant proportion of the Ottoman military and bureaucracy. A couple of Muslim Albanians attained important political and military positions who culturally contributed to the broader Muslim world.[62] Enjoying this privileged position, they held various high administrative positions with over two dozen Albanian Grand Viziers among others members of the prominent Köprülü family, Zagan Pasha, Muhammad Ali of Egypt and Ali Pasha of Tepelena however, two sultans such as Bayezid II and Mehmed III had both mothers of Albanian origin.[61][63][64]
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The Albanian Renaissance was a period with its roots in the late 18th century and continuing into the 19th century, during which the Albanian people gathered spiritual and intellectual strength for an independent cultural and political life within an independent nation. Modern Albanian culture flourished too, especially Albanian literature and arts, and was frequently linked to the influences of the Romanticism and Enlightenment principles.[65]
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Prior to the rise of nationalism, Albania was under the rule of the Ottoman Empire for almost five centuries, and Ottoman authorities suppressed any expression of national unity or conscience by the Albanian people. Through literature, Albanians started to make a conscious effort to awaken feelings of pride and unity among their people that would call to mind the rich history and hopes for a more decent future.
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The victory of Russia over the Ottoman Empire following the Russian-Ottoman Wars resulted the execution of the Treaty of San Stefano which overlooked to assign Albanian-populated lands to the Slavic and Greek neighbors. However, the United Kingdom and Austro-Hungarian Empire consequently blocked the arrangement and caused the Treaty of Berlin. From this point, Albanians started to organise themselves with the goal to protect and unite the Albanian-populated lands into a unitary nation, leading to the formation of the League of Prizren.
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The league had initially the assistance of the Ottoman authorities whose position was based on the religious solidarity of Muslim people and landlords connected with the Ottoman administration. They favoured and protected the Muslim solidarity and called for defense of Muslim lands simultaneously constituting the reason for titling the league Committee of the Real Muslims.[67]
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Approximately 300 Muslims participated in the assembly composed by delegates from Bosnia, the administrator of the Sanjak of Prizren as representatives of the central authorities and no delegates from Vilayet of Scutari.[68][check quotation syntax] Signed by only 47 Muslim deputies, the league issued the Kararname that contained a proclamation that the people from northern Albania, Epirus and Bosnia and Herzegovina are willing to defend the territorial integrity of the Ottoman Empire by all possible means against the troops of Bulgaria, Serbia and Montenegro.[69]
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Ottomans authorities cancelled their assistance when the league, under Abdyl Frashëri, became focused on working toward Albanian autonomy and requested merging four vilayets, including Kosovo, Shkodër, Monastir and Ioannina, into an unified vilayet, the Albanian Vilayet. The league used military force to prevent the annexing areas of Plav and Gusinje assigned to Montenegro. After several successful battles with Montenegrin troops, such as the Battle of Novšiće, the league was forced to retreat from their contested regions. The league was later defeated by the Ottoman army sent by the sultan.[70]
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Albania declared independence from the Ottoman Empire on 28 November 1912, accompanied with the establishment of the Senate and Government by the Assembly of Vlorë on 4 December 1912.[71][72][73][74] Its sovereignty was recognised by the Conference of London. On 29 July 1913, the Treaty of London delineated the borders of the country and its neighbors, leaving many Albanians outside Albania, predominantly partitioned between Montenegro, Serbia and Greece.[75]
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Headquartered in Vlorë, the International Commission of Control was established on 15 October 1913 to take care of the administration of newly established Albania, until its own political institutions were in order.[76][77] The International Gendarmerie was established as the first law enforcement agency of the Principality of Albania. In November, the first gendarmerie members arrived in the country. Prince of Albania Wilhelm of Wied (Princ Vilhelm Vidi) was selected as the first prince of the principality.[78] On 7 March, he arrived in the provisional capital of Durrës and started to organise his government, appointing Turhan Pasha Përmeti to form the first Albanian cabinet.
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In November 1913, the Albanian pro-Ottoman forces had offered the throne of Albania to the Ottoman war Minister of Albanian origin, Ahmed Izzet Pasha.[79] The pro-Ottoman peasants believed that the new regime was a tool of the six Christian Great Powers and local landowners, that owned half of the arable land.[80]
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In February 1914, the Autonomous Republic of Northern Epirus was proclaimed in Gjirokastër by the local Greek population against incorporation to Albania. This initiative was short lived, and in 1921 the southern provinces were incorporated into the Albanian Principality.[81][82] Meanwhile, the revolt of Albanian peasants against the new Albanian regime erupted under the leadership of the group of Muslim clerics gathered around Essad Pasha Toptani, who proclaimed himself the savior of Albania and Islam.[83][84] In order to gain support of the Mirdita Catholic volunteers from the northern part of Albania, Prince Wied appointed their leader, Prênk Bibë Doda, to be the foreign minister of the Principality of Albania. In May and June 1914, the International Gendarmerie was joined by Isa Boletini and his men, mostly from Kosovo,[85] and northern Mirdita Catholics, were defeated by the rebels who captured most of Central Albania by the end of August 1914.[86] The regime of Prince Wied collapsed, and he left the country on 3 September 1914.[87]
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Following the end of the government of Fan Noli, the parliament adopted a new constitution and proclaimed the country as a parliamentary republic in which King Zog I of Albania (Ahmet Muhtar Zogu) served as the head of state for a seven-year term. Immediately after, Tirana was endorsed officially as the country's permanent capital.[88]
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The politics of Zogu was authoritarian and conservative with the primary aim of the maintenance of stability and order. He was forced to adopt a policy of cooperation with Italy where a pact had been signed between both countries, whereby Italy gained a monopoly on shipping and trade concessions.[89] In 1928, the country was eventually replaced by another monarchy with a strong support by the fascist regime of Italy however, both maintained close relations until the Italian invasion of the country. Zogu remained a conservative but initiated reforms and placed great emphasis on the development of infrastructure.
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In an attempt at social modernization, the custom of adding one's region to one's name was dropped. He also made donations of land to international organisations for the building of schools and hospitals. The armed forces were trained and supervised by instructors from Italy, and as a counterweight, he kept British officers in the Gendarmerie despite strong Italian pressure to remove them.
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After being militarily occupied by Italy from 1939 until 1943, the Kingdom of Albania was a protectorate and a dependency of the Kingdom of Italy governed by Victor Emmanuel III and his government. In October 1940, Albania served as a staging ground for an unsuccessful Italian invasion of Greece. A counterattack resulted in a sizable portion of southern Albania coming under Greek military control until April 1941 when Greece capitulated during the German invasion. In April 1941, territories of Yugoslavia with substantial Albanian population were annexed to Albania inclusively western Macedonia, a strip of eastern Montenegro, the town of Tutin in central Serbia and most of Kosovo[a].[90]
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Germans started to occupy the country in September 1943 and subsequently announced that they would recognize the independence of a neutral Albania and set about organizing a new government, military and law enforcement. Balli Kombëtar, which had fought against Italy, formed a neutral government and side by side with the Germans fought against the communist-led National Liberation Movement of Albania.[91]
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During the last years of the war, the country fell into a civil war-like state between the communists and nationalists. The communists defeated the last anti-communist forces in the south in 1944. Before the end of November, the main German troops had withdrawn from Tirana, and the communists took control by attacking it. The partisans entirely liberated the country from German occupation on 29 November 1944. A provisional government, which the communists had formed at Berat in October, administered Albania with Enver Hoxha as the head of government.
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By the end of the Second World War, the main military and political force of the nation, the Communist party sent forces to northern Albania against the nationalists to eliminate its rivals. They faced open resistance in Nikaj-Mërtur, Dukagjin and Kelmend led by Prek Cali.[citation needed] On 15 January 1945, a clash took place between partisans of the first Brigade and nationalist forces at the Tamara Bridge, resulting in the defeat of the nationalist forces. About 150 Kelmendi[92] people were killed or tortured. This event was the starting point of many other issues which took place during Enver Hoxha's dictatorship. Class struggle was strictly applied, human freedom and human rights were denied.[93] The Kelmend region was almost isolated by both the border and by a lack of roads for another 20 years, the institution of agricultural cooperatives brought about economic decline. Many Kelmendi people fled, and some were executed trying to cross the border.[93]
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In the aftermath of World War II and the defeat of Nazi Germany, the country became initially a satellite state of the Soviet Union, and Enver Hoxha emerged as the leader of the newly established People's Republic of Albania.[94] Soviet-Albanian relations began to deteriorate after Stalin's death in 1953. At this point, the country started to develop foreign relations with other communist countries, among others with the People's Republic of China.
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During this period, the country experienced an increasing industrialisation and urbanization, a rapid collectivisation and economic growth which led to a higher standard of living.[93] The government called for the development of infrastructure and most notably the introduction of a railway system that completely revamped transportation.
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The new land reform laws were passed granting ownership of the land to the workers and peasants who tilled it. Agriculture became cooperative, and production increased significantly, leading to the country becoming agriculturally self-sufficient. In the field of education, illiteracy was eliminated among the country's adult population.[95] The government also oversaw the emancipation of women and the expansion of healthcare and education throughout the country.[96]
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The average annual increase in the country's national income was 29% and 56% higher than the world and European average, respectively.[97][failed verification]. The nation incurred large debts initially with Yugoslavia until 1948, then the Soviet Union until 1961 and China from the middle of the 1950s.[98] The constitution of the communist regime did not allow taxes on individuals, instead, taxes were imposed on cooperatives and other organizations, with much the same effect.[99]
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Today a secular state without any official religion, religious freedoms and practices were severely curtailed during the communist era with all forms of worship being outlawed. In 1945, the Agrarian Reform Law meant that large swaths of property owned by religious groups were nationalized, mostly the waqfs along with the estates of mosques, tekkes, monasteries and dioceses. Many believers, along with the ulema and many priests, were arrested and executed. In 1949, a new Decree on Religious Communities required that all their activities be sanctioned by the state alone.[101]
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After hundreds of mosques and dozens of Islamic libraries containing priceless manuscripts were destroyed, Hoxha proclaimed Albania the world's first atheist state in 1967.[102][103] The churches had not been spared either and many were converted into cultural centers for young people. A 1967 law banned all fascist, religious, and antisocialist activity and propaganda. Preaching religion carried a three to ten-year prison sentence.
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Nonetheless, many Albanians continued to practice their beliefs secretly. The anti-religious policy of Hoxha attained its most fundamental legal and political expression a decade later: "The state recognizes no religion", states the 1976 constitution, "and supports and carries out atheistic propaganda in order to implant a scientific materialistic world outlook in people".[103]
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After forty years of communism and isolation as well as the revolutions of 1989, people, most notably students, became politically active and campaigned against the government that led to the transformation of the existing order. Following the popular support in the first multi-party elections of 1991,[104] the communists retained a stronghold in the parliament until the victory in the general elections of 1992 led by the Democratic Party.
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Considerable economic and financial resources were devoted to the Ponzi pyramid schemes that were widely supported by the government. The schemes swept up somewhere between one sixth and one third of the population of the country.[105][106] Despite the warnings of the International Monetary Fund, Sali Berisha defended the schemes as large investment firms, leading more people to redirect their remittances and sell their homes and cattle for cash to deposit in the schemes.[107]
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The schemes began to collapse in late 1996, leading many of the investors to join initially peaceful protests against the government, requesting their money back. The protests turned violent in February 1997 as government forces responded with fire. In March, the Police and Republican Guard deserted, leaving their armories open. These were promptly emptied by militias and criminal gangs. The resulting crisis caused a wave of evacuations of foreign nationals and refugees.[108]
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The crisis led both Aleksandër Meksi and Sali Berisha to resign from office in the wake of the general election. In April 1997, Operation Alba, a UN peacekeeping force led by Italy, entered the country with two goals exclusively to assist with the evacuation of expatriates and to secure the ground for international organizations. The main international organization, that was involved, was the Western European Union's multinational Albanian Police element, which worked with the government to restructure the judicial system and simultaneously the Albanian Police.
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Following the disintegration of Communist Albania, the country plunged itself through an active process of Westernisation and increased workload in the process of its accession to the European Union (EU) and North Atlantic Treaty Organisation (NATO).[110]
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In 2009, Albania along with Croatia gained full membership for joining the NATO becoming among the first countries in Southeast Europe to enter the partnership for peace programme.[111][112] The country also applied to join the European Union on 28 April 2009, however, it received, upon its application, an official candidate status on 24 June 2014.[113][114]
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In 2013 and 2017, Edi Rama of the Socialist Party won both the 2013 and 2017 parliamentary elections. During his tenure as Prime Minister, he implemented numerous reforms focused on the modernising the economy and democratising the state institutions such as the judiciary and law enforcement. Unemployment has been steadily reduced having the 4th lowest unemployment rate in the Balkans.[115] He has also placed gender equality at the center of its agenda, since 2017 almost 50% of the ministers are female, making it the largest number of women serving in the country's history.[116]
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The EU has twice rejected the country's path to its EU membership. In 2017, the European Parliament warned the Government leaders that the 2017 parliamentary elections must be free and fair before the negotiations could begin to admit the country into the union.[117][needs update]
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On 26 November 2019, a 6.4 magnitude earthquake ravaged Albania at an approximate depth of 20 kilometers.[118] The tremor was felt in Tirana and in places as far away as Taranto and Belgrade while the most affected areas were the coastal city of Durrës and Kodër-Thumanë.[119] The response to the earthquake included substantial humanitarian aid, designed to help the Albanian people, from the Albanian diaspora and several countries around the world.
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Albania is defined in an area of 28,748 square kilometres (11,100 square miles) and located on the Balkan Peninsula in South and Southeast Europe.[120] Its coastline faces the Adriatic Sea to the northwest and the Ionian Sea to the southwest along the Mediterranean Sea.
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The country of Albania lies mostly between latitudes 42° and 39° N, and longitudes 21° and 19° E. Its northernmost point is Vërmosh at 42° 35' 34" northern latitude; the southernmost is Konispol at 39° 40' 0" northern latitude; the westernmost point is Sazan at 19° 16' 50" eastern longitude; and the easternmost point is Vërnik at 21° 1' 26" eastern longitude.[121] The highest point of Albania is Mount Korab at 2,764 metres (9,068.24 ft) above the Adriatic; the lowest point is the Adriatic and Ionian Sea at 0 metres (0.00 ft). The distance from the east to west is only 148 kilometres (92 mi), while from the north to south about 340 kilometres (211 mi).
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For a small country, much of Albania rises into mountains and hills that run in different directions across the length and breadth of the country. The most extensive mountain ranges are the Albanian Alps in the north, the Korab Mountains in the east, the Pindus Mountains in the southeast, the Ceraunian Mountains in the southwest and the Skanderbeg Mountains in the center.
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Among the most remarkable features about the country is the presence of numerous important lakes. The Lake of Shkodër is the largest lake in Southern Europe and located in northwest.[122] In the southeast rises the Lake of Ohrid that is one of the oldest continuously existing lakes in the world.[123][124] Farther south extends the Large and Small Lake of Prespa, which are among the highest positioned lakes in the Balkans.
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Rivers rise mostly in the east of Albania and discharge into the Adriatic Sea but as well as into the Ionian Sea to a lesser extent. The longest river in the country, measured from its mouth to its source, is the Drin that starts at the confluence of its two headwaters, the Black and White Drin. Though of particular concern is the Vjosë which represents one of the last intact large river systems in Europe.
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The climate in the country is extremely variable and diverse owing to the differences in latitude, longitude and altitude.[125][126] Albania experiences predominantly a mediterranean and continental climate, with four distinct seasons.[127] Defined by the Köppen classification, it accommodates five major climatic types ranging from mediterranean and subtropical in the western half to oceanic, continental and subarctic in the eastern half of Albania.
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The warmest areas of the country are immediately placed along the Adriatic and Ionian Sea Coasts. On the contrary, the coldest areas are positioned within the northern and eastern highlands.[128] The mean monthly temperature ranges between −1 °C (30 °F) in winter to 21.8 °C (71.2 °F) in summer. The highest temperature of 43.9 °C (111.0 °F) was recorded in Kuçovë on 18 July 1973. The lowest temperature of −29 °C (−20 °F) was registered in the village of Shtyllë, Librazhd on 9 January 2017.[129][130]
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Rainfall naturally varies from season to season and from year to year. The country receives most of the precipitation in winter months and less in summer months.[126] The average precipitation is about 1,485 millimetres (58.5 inches).[128] The mean annual precipitation ranges between 600 millimetres (24 inches) and 3,000 millimetres (120 inches) depending on geographical location.[127] The northwestern and southeastern highlands receive the intenser amount of precipitation, whilst the northeastern and southwestern highlands as well as the Western Lowlands the more limited amount.[128]
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The Albanian Alps in the far north of the country are considered to be among the most humid regions of Europe, receiving at least 3,100 mm (122.0 in) of rain annually.[128] An expedition from the University of Colorado discovered four glaciers within these mountains at a relatively low altitude of 2,000 metres (6,600 ft), which is almost virtually for such a southerly latitude.[131]
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Snowfall occurs frequently in winter in the highlands of the country, particularly on the mountains in the north and east, including the Albanian Alps and Korab Mountains. Snow also falls on the coastal areas in the southwest almost every winter such as in the Ceraunian Mountains, where it can lie even beyond March.
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A biodiversity hotspot, Albania possesses an exceptionally rich and contrasting biodiversity thanks to its geographical location at the center of the Mediterranean Sea and the great diversity in its climatic, geological and hydrological conditions.[132][133]
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Due to remoteness, the mountains and hills are endowed with forests, trees and grasses that are essential to the lives for a wide variety of animals among other for two of the most iconic endangered species of the country, the lynx and brown bear, as well as the wildcat, gray wolf, red fox, golden jackal and last but not least for the egyptian vulture and golden eagle, the national animal of the country.[134][135][136][137]
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The estuaries, wetlands and lakes are extraordinarily important for the greater flamingo, pygmy cormorant and the extremely rare and perhaps the most iconic bird of the country, the dalmatian pelican.[138] Of particular importance are the mediterranean monk seal, loggerhead sea turtle and green sea turtle that use to nest on the country's coastal waters and shores.
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In terms of phytogeography, Albania is part of the Boreal Kingdom and stretches specifically within the Illyrian province of the Circumboreal and Mediterranean Region. Its territory can be subdivided into four terrestrial ecoregions of the Palearctic realm – the Illyrian deciduous forests, Balkan mixed forests, Pindus Mountains mixed forests and Dinaric Mountains mixed forests.[139][140]
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Approximately 3,500 different species of plants can be found in Albania which refers principally to a Mediterranean and Eurasian character. The country maintains a vibrant tradition of herbal and medicinal practices. At the minimum 300 plants growing locally are used in the preparation of herbs and medicines.[141] The trees within the forests are primarily made up of fir, oak, beech and pine.
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In the 2010 Environmental Performance Index, Albania was ranked 23rd out of 163 countries in the world.[142] In 2012, the country advanced from 23rd to 15th, whereas it had the highest ranking in South and Eastern Europe and Central Asia.[143] The country was the 24th greenest country in the world according to the 2005 Environmental Sustainability Index.[144] Nevertheless, for 2016, the country was ranked the 13th best performing country on the Happy Planet Index by the United Nations.[145]
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The protected areas of Albania are the system through the Albanian government protects, maintains and displays some of the country's most impressive and treasured environments. There are 15 national parks, 4 ramsar sites, 1 biosphere reserve and 786 other types of conservation reserves across Albania all of them depicting a huge variety of natural sceneries ranging from imposing mountains to picturesque coasts.[146]
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Albania has fifteen officially designated national parks scattered across its territory.[147] Encircled by numerous two-thousanders, Valbonë Valley National Park and Theth National Park cover a combined territory of 106.3 square kilometres (41.0 sq mi) within the rugged Albanian Alps in northern Albania. Shebenik-Jabllanicë National Park and Prespa National Park protect the spectacular mountainous scenery of eastern Albania as well as the country's sections of the Great and Small Lakes of Prespa.
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Divjakë-Karavasta National Park extends along the central Albanian Adriatic Sea Coast and possesses one of the largest lagoons in the Mediterranean Sea, the Lagoon of Karavasta. The Ceraunian Mountains in southern Albania, rising immediately along the Albanian Ionian Sea Coast, characterises the topographical picture of Llogara National Park and continue on the Peninsula of Karaburun within the Karaburun-Sazan Marine Park. Further south sprawls the Butrint National Park on a peninsula that is surrounded by the Lake of Butrint and Channel of Vivari on the eastern half of the Straits of Corfu. Finally, Dajti Mt National Park equipped with a cable car and trails to some spectacular scenery is a popular retreat among locals and visitors in the capital, Tirana.
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The sovereign state of Albania is a unitary state defined in a total area of 28,748 square kilometres (11,100 square miles). It is apportioned into 12 counties each with their own council and administration.[148] The counties are the country's primary administrative divisions and further subdivided into 61 municipalities.[149] They are responsible for geographical, economic, social and cultural purposes inside the counties.
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The counties were created on 31 July 2000 to replace the 36 former districts.[150][151] The government introduced the new administrative divisions to be implemented in 2015, whereby municipalities were reduced to 61, while the rurals were abolished. The defunct municipalities are known as neighborhoods or villages.[152][153] There are overall 2980 villages or communities in the entire country, formerly known as localities. The municipalities are the first level of local governance, responsible for local needs and law enforcement.[154][155][156]
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The largest county in Albania, by population, is Tirana County with over 800,000 people followed by Fier County with over 300,000 people. The smallest county, by population, is Gjirokastër County with over 70,000 people. The largest in the county, by area, is Korçë County encompassing 3,711 square kilometres (1,433 sq mi) of the southeast of Albania followed by Shkodër County with 3,562 square kilometres (1,375 sq mi) in the northwest of Albania. The smallest county, by area, is Durrës County with an area of 766 square kilometres (296 sq mi) in the west of Albania.
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Albania is a parliamentary constitutional republic and sovereign state whose politics operate under a framework laid out in the constitution wherein the president functions as the head of state and the prime minister as the head of government.[157] The sovereignty is vested in the Albanian people and exercised by the Albanian people through their representatives or directly.[157]
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The government is based on the separation and balancing of powers among the legislative, judiciary and executive.[157] The legislative power is held by the parliament and is elected every four years by a system of party-list proportional representation by the Albanian people on the basis of free, equal, universal and periodic suffrage by secret ballot.[157]
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The civil law, codified and based on the Napoleonic Code, is divided between courts with regular civil and criminal jurisdiction and administrative courts. The judicial power is vested in the supreme court, constitutional court, appeal court and administrative court.[158] Law enforcement in the country is primarily the responsibility of the Albanian Police, the main and largest state law enforcement agency. It carries out nearly all general police duties including criminal investigation, patrol activity, traffic policing and border control.
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The executive power is exercised by the president and prime minister whereby the power of the president is very limited. The president is the commander-in-chief of the military and the representative of the unity of the Albanian people.[159] The tenure of the president depends on the confidence of the parliament and is elected for a five-year term by the parliament by a majority of three-fifths of all its members. The prime minister, appointed by the president and approved by the parliament, is authorized to constitute the cabinet. The cabinet is composed primarily of the prime minister inclusively its deputies and ministers.[160]
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In the time since the end of communism and isolationism, Albania has extended its responsibilities and position in continental and international affairs, developing and establishing friendly relations with other countries around the world. Its main objectives are the accession into the European Union, the international recognition of Kosovo and the expulsion of Cham Albanians as well as helping and protecting the rights of the Albanians in Kosovo, Montenegro, North Macedonia, Greece, Serbia, Italy and Diaspora.[162]
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The admission of Albania into the North Atlantic Treaty Organization was considered by Albanian politicians as a primary ambition for the country. The country has been extensively engaged with the organization and has maintained its position as a stability factor and a strong ally of the United States and European Union in the troubled and divided region of the Balkans.
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Albania and Kosovo are culturally, socially and economically very closely rooted due to the Albanian majority population in Kosovo. In 1998, the country contributed in supporting allied efforts to end the humanitarian tragedy in Kosovo and secure the peace after the NATO bombing of Yugoslavia.
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Albania enjoys friendly and close ties with the United States ever after it supported the country's independence and its democracy.[163] In present day, the two countries have maintained close economic and defense relations and have signed a number of agreements and treaties. In 2007, Albania welcomed George W. Bush who became the first President of the United States ever to visit the country.
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Albania has been an active member of the United Nations since 1955. They country took on membership for the United Nations Economic and Social Council from 2005 to 2007 as well as in 2012.[164] It served as vice president of the ECOSOC in 2006 and 2013.[164] In 2014, it also joined the United Nations Human Rights Council from 2015 to 2017 and was elected vice president in 2015.[165] Albania is a full member of numerous international organizations inclusively the Council of Europe, International Organization for Migration, World Health Organization, Union for the Mediterranean, Organisation of Islamic Cooperation, Organization for Security and Cooperation in Europe, International Monetary Fund, World Trade Organization and La Francophonie.
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The Albanian Armed Forces consist of Land, Air and Naval Forces and constitute the military and paramilitary forces of the country. They are led by a commander-in-chief under the supervision of the Ministry of Defense and by the President as the supreme commander during wartime however, in times of peace its powers are executed through the Prime Minister and the Defence Minister.[166]
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The chief purpose of the armed forces of Albania is the defence of the independence, the sovereignty and the territorial integrity of the country, as well as the participation in humanitarian, combat, non-combat and peace support operations.[166] Military service is voluntary since 2010 with the age of 19 being the legal minimum age for the duty.[167][168]
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Albania has committed to increase the participations in multinational operations.[169] Since the fall of communism, the country has participated in six international missions but participated in only one United Nations mission in Georgia sending of 3 military observers. Since February 2008, Albania has participated officially in NATO's Operation Active Endeavor in the Mediterranean Sea.[170] It was invited to join NATO on 3 April 2008, and it became a full member on 2 April 2009.[171]
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Albania reduced the number of active troops from 65,000 in 1988 to 14,500 in 2009.[172][173] The military now consists mainly of a small fleet of aircraft and sea vessels. In the 1990s, the country scrapped enormous amounts of obsolete hardware from China, such as tanks and SAM systems. Increasing the military budget was one of the most important conditions for NATO integration. Military spending has generally been low. As of 1996 military spending was an estimated 1.5% of the country's GDP, only to peak in 2009 at 2% and fall again to 1.5%.[174]
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The transition from a socialist planned economy to a capitalist mixed economy in Albania has been largely successful.[175] The country has a developing mixed economy classified by the World Bank as an upper-middle income economy. In 2016, it had the 4th lowest unemployment rate in the Balkans with an estimated value of 14.7%. Its largest trading partners are Italy, Greece, China, Spain, Kosovo and the United States. The lek (ALL) is the country's currency and is pegged at approximately 132,51 lek per euro.
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The cities of Tirana and Durrës constitute the economic and financial heart of Albania due to their high population, modern infrastructure and strategic geographical location. The country's most important infrastructure facilities take course through both of the cities, connecting the north to the south as well as the west to the east. Among the largest companies are the petroleum Taçi Oil, Albpetrol, ARMO and Kastrati, the mineral AlbChrome, the cement Antea, the investment BALFIN Group and the technology Albtelecom, Vodafone, Telekom Albania and others.
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In 2012, Albania's GDP per capita stood at 30% of the European Union average, while GDP (PPP) per capita was 35%.[176] Albania were one of three countries in Europe to record an economic growth in the first quarter of 2010 after the global financial crisis.[177][178] The International Monetary Fund predicted 2.6% growth for Albania in 2010 and 3.2% in 2011.[179] According to the Forbes as of December 2016[update], the Gross Domestic Product (GDP) was growing at 2.8%. The country had a trade balance of −9.7% and unemployment rate of 14.7%.[180] The Foreign direct investment has increased significantly in recent years as the government has embarked on an ambitious program to improve the business climate through fiscal and legislative reforms. The economy is expected to expand in the near term, driven by a recovery in consumption and robust investments. Growth is projected to be 3.2% in 2016, 3.5% in 2017, and 3.8% in 2018.
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Agriculture in the country is based on small to medium-sized family-owned dispersed units. It remains a significant sector of the economy of Albania. It employs 41%[181] of the population, and about 24.31% of the land is used for agricultural purposes. One of the earliest farming sites in Europe has been found in the southeast of the country.[182] As part of the pre-accession process of Albania to the European Union, farmers are being aided through IPA funds to improve Albanian agriculture standards.[183]
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Albania produces significant amounts of fruits (apples, olives, grapes, oranges, lemons, apricots, peaches, cherries, figs, sour cherries, plums, and strawberries), vegetables (potatoes, tomatoes, maize, onions, and wheat), sugar beets, tobacco, meat, honey, dairy products, traditional medicine and aromatic plants. Further, the country is a worldwide significant producer of salvia, rosemary and yellow gentian.[184] The country's proximity to the Ionian Sea and the Adriatic Sea give the underdeveloped fishing industry great potential. The World Bank and European Community economists report that, Albania's fishing industry has good potential to generate export earnings because prices in the nearby Greek and Italian markets are many times higher than those in the Albanian market. The fish available off the coasts of the country are carp, trout, sea bream, mussels and crustaceans.
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Albania has one of Europe's longest histories of viticulture.[185] The today's region was one of the few places where vine was naturally grown during the ice age. The oldest found seeds in the region are 4,000 to 6,000 years old.[186] In 2009, the nation produced an estimated 17,500 tonnes of wine.[187] During the communist era, the production area expanded to some 20,000 hectares (49,000 acres).[188]
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The secondary sector of Albania have undergone many changes and diversification, since the collapse of the communist regime in the country. It is very diversified, from electronics, manufacturing,[189] textiles, to food, cement, mining,[190] and energy. The Antea Cement plant in Fushë-Krujë is considered as one of the largest industrial greenfield investments in the country.[191] Albanian oil and gas is represents of the most promising albeit strictly regulated sectors of its economy. Albania has the second largest oil deposits in the Balkan peninsula after Romania, and the largest oil reserves[192] in Europe. The Albpetrol company is owned by the Albanian state and monitors the state petroleum agreements in the country. The textile industry has seen an extensive expansion by approaching companies from the European Union (EU) in Albania. According to the Institute of Statistics (INSTAT) as of 2016[update], the textile production marked an annual growth of 5.3% and an annual turnover of around 1.5 billion euros.[193]
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Albania is a significant minerals producer and is ranked among the world's leading chromium producers and exporters.[194] The nation is also a notable producer of copper, nickel and coal.[195] The Batra mine, Bulqizë mine, and Thekna mine are among the most recognised Albanian mines that are still in operation.
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The tertiary sector represents the fastest growing sector of the country's economy. 36% of the population work in the service sector which contributes to 65% of the country's GDP.[196] Ever since the end of the 20th century, the banking industry is a major component of the tertiary sector and remains in good conditions overall due to privatization and the commendable monetary policy.[197][196]
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Previously one of the most isolated and controlled countries in the world, telecommunication industry represents nowadays another major contributor to the sector. It developed largely through privatization and subsequent investment by both domestic and foreign investors.[196] Eagle, Vodafone and Telekom Albania are the leading telecommunications service providers in the country.
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Tourism is recognised as an industry of national importance and has been steadily increasing since the beginnings of the 21st century.[198][199] It directly accounted for 8.4% of GDP in 2016 though including indirect contributions pushes the proportion to 26%.[200] In the same year, the country received approximately 4.74 million visitors mostly from across Europe and the United States as well.[201]
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The increase of foreign visitors has been dramatic. Albania had only 500,000 visitors in 2005, while in 2012 had an estimated 4.2 million, an increase of 740 percent in only 7 years. In 2015, tourism in summer increased by 25 percent in contrast the previous year according to the country's tourism agency.[202] In 2011, Lonely Planet named as a top travel destination,[203][failed verification] while The New York Times placed Albania as number 4 global touristic destination in 2014.[204]
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The bulk of the tourist industry is concentrated along the Adriatic and Ionian Sea in the west of the country. However, the Albanian Riviera in the southwest has the most scenic and pristine beaches, and is often called the pearl of the Albanian coast. Its coastline has a considerable length of 446 kilometres (277 miles).[205] The coast has a particular character because it is rich in varieties of virgin beaches, capes, coves, covered bays, lagoons, small gravel beaches, sea caves and many landforms. Some parts of this seaside are very clean ecologically, which represent in this prospective unexplored areas, which are very rare within the Mediterranean.[206] Other attractions include the mountainous areas such as the Albanian Alps, Ceraunian Mountains and Korab Mountains but also the historical cities of Berat, Durrës, Gjirokastër, Sarandë, Shkodër and Korçë.
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Transportation in Albania is managed within the functions of the Ministry of Infrastructure and Energy and entities such as the Albanian Road Authority (ARRSH), responsible for the construction and maintenance of the highways and motorways in Albania, as well as the Albanian Aviation Authority (AAC), with the responsibility of coordinating civil aviation and airports in the country.
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The international airport of Tirana is the premier air gateway to the country, and is also the principal hub for Albania's national flag carrier, Air Albania. The airport carried more than 3.3 million passengers in 2019 with connections to many destinations in other countries around Europe, Africa and Asia.[207] The country plans to progressively increase the number of airports especially in the south with possible locations in Sarandë, Gjirokastër and Vlorë.[208]
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The highways and motorways in Albania are properly maintained and often still under construction and renovation. The Autostrada 1 (A1) represents an integral transportation corridor in Albania and the longest motorway of the country. It will prospectively link Durrës on the Adriatic Sea across Pristina in Kosovo with the Pan-European Corridor X in Serbia.[209][210] The Autostrada 2 (A2) is part of the Adriatic��Ionian Corridor as well as the Pan-European Corridor VIII and connects Fier with Vlorë.[209] The Autostrada 3 (A3) is currently under construction and will connect, after its completion, Tirana and Elbasan with the Pan-European Corridor VIII. When all three corridors are completed, Albania will have an estimated 759 kilometres (472 mi) of highway linking it with all of its neighboring countries.
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Durrës is the busiest and largest seaport in the country, followed by Vlorë, Shëngjin and Sarandë. As of 2014[update], it is as one of the largest passenger ports on the Adriatic Sea with annual passenger volume of approximately 1.5 million. The principal ports serve a system of ferries connecting Albania with numerous islands and coastal cities in Croatia, Greece and Italy.
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The rail network is administered by the national railway company Hekurudha Shqiptare which was extensively promoted by the dictator Enver Hoxha. There has been a considerable increase in private car ownership and bus usage while rail use decreased since the end of communism. However, a new railway line from Tirana and its airport to Durrës is currently planned. The specific location of this railway, connecting the most populated urban areas in Albania, merely makes it an important economic development project.[211][212]
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In the country, education is secular, free, compulsory and based on three levels of education which is segmented in primary, secondary and tertiary education.[213][214] The academic year is apportioned into two semesters beginning in September or October and ending in June or July. The use of the Albanian language serves as the primary language of instruction in all academic institutions across the country.[214]
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Compulsory primary education is divided into two levels, elementary and secondary school, from grade one to five and six to nine, respectively.[213] Pupils are required to attend school from the age of six until they turn 16. Upon successful completion of primary education, all pupils are entitled to attend high schools with specializing in any particular field including arts, sports, languages, sciences or technology.[213]
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The country's tertiary education, an optional stage of formal learning following secondary education, has undergone a thorough reformation and restructuring in compliance with the principles of the Bologna Process. There is a significant number of private and public institutions of higher education well dispersed in the major cities of Albania.[215][214] Studies in tertiary education are organized at three successive levels which include the bachelor, master and doctorate.
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The study of a first foreign language is mandatory and are taught most often at elementary and bilingual schools.[216] The languages taught in schools are English, Italian, French and German.[216] The country has a school life expectancy of 16 years and a literacy rate of 98.7%, with 99.2% for males and 98.3% for females.[217][7]
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Albania is mostly dependent on hydroelectricity.[218] Almost 94.8% of the country's electricity consumption comes from hydroelectrical stations and ranks 7th in the world by percentage.[219][220] There are six hydroelectric power stations, including Fierza, Koman, Skavica and Vau i Dejës situated within the Drin River. Further, there are two stations under construction, namely Banjë and Moglicë located in the Devoll River. Both are expected to be completed between 2016 and 2018.
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Albania has considerably large deposits of oil. It has the 10th largest oil reserves in Europe and the 58th in the world.[221] The country's main petroleum deposits are located around the Albanian Adriatic Sea Coast and Myzeqe Plain within the Western Lowlands, where the country's largest reserve is located. Although, Patos-Marinza, also located within the area, is the largest onshore oil field in Europe.[222]
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In 2015, 498 kilometres (309 mi) of natural gas pipelines and 249 kilometres (155 mi) of oil pipelines spanned the country's territory.[219] The planned Trans Adriatic Pipeline, a major trans Adriatic Sea gas pipeline, will delivers natural gas from Azerbaijan to Albania and Western Europe through Italy and will be completed in 2020.[223]
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Further, Albania and Croatia have discussed the possibility of jointly building a nuclear power plant at Lake Shkodër, close to the border with Montenegro, a plan that has gathered criticism from Montenegro due to seismicity in the area.[224] In 2009, the company Enel announced plans to build an 800 MW coal-fired power plant in the country, to diversify electricity sources.[225]
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With the political and economic changings in 1993, human resources in sciences and technology have drastically decreased. As of various reports, during 1991 to 2005 approximately 50% of the professors and scientists of the universities and science institutions in the country have left Albania.[226] In 2009, the government approved the National Strategy for Science, Technology and Innovation in Albania covering the period 2009 to 2015.[227] It aims to triple public spending on research and development to 0.6% of GDP and augment the share of GDE from foreign sources, including the framework programmes for research of the European Union, to the point where it covers 40% of research spending, among others.
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Albania has an estimated 257 media outlets, including 66 radio stations and 67 television stations, with 65 national and more than 50 cable television stations. Radio began officially in 1938 with the founding of Radio Televizioni Shqiptar, while television broadcasting began in 1960. 4 regional radio stations serve in the four extremities of the country. The international service broadcasts radio programmes in Albanian including seven other languages through medium wave and short wave, using the theme from the song "Keputa një gjethe dafine" as its signature tune.[228] The international television service through satellite was launched since 1993 and aims at Albanian communities in the neighboring countries and the Albanian diaspora. Nowadays, the country has organized several shows as a part of worldwide series like Dancing with the Stars, Big Brother, Got Talent, The Voice and X Factor.
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The constitution of Albania guarantees equal, free and universal health care for all its citizens.[230] The health care system of the country is currently organized in three levels, among others primary, secondary and tertiary healthcare, and is in a process of modernisation and development.[231][232]
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The life expectancy at birth in Albania is at 77.8 years and ranks 37th in the world outperforming several developed countries.[233] The average healthy life expectancy is at 68.8 years and ranks as well 37th in the world.[234] The country's infant mortality rate is estimated at 12 per 1,000 live births in 2015. In 2000, the country had the 55th best healthcare performance in the world, as defined by the World Health Organization.[235]
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Cardiovascular disease remain the principal cause of death in the country accounting 52% of total deaths.[231] Accidents, injuries, malignant and respiratory diseases are other primary causes of death.[231] Neuropsychiatric disease has also increased due to recent demographic, social and economic changes in the country.[231]
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In 2009, the country had a fruit and vegetable supply of 886 grams per capita per day, the fifth highest supply in Europe.[236] In comparison to other developed and developing countries, Albania has a relatively low rate of obesity probably thanks to the health benefits of the Mediterranean diet.[237][238] According to World Health Organisation data from 2016, 21.7% of adults in the country are clinically obese, with a Body mass index (BMI) score of 25 or more.[239]
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The population of Albania, as defined by Institute of Statistics, was estimated in 2020 at 2,845,955.[240] The country's total fertility rate of 1.51 children born per woman is one of the lowest in the world.[241] Its population density stands at 259 inhabitants per square kilometre. The overall life expectancy at birth is 78.5 years; 75.8 years for males and 81.4 years for females.[241] The country is the 8th most populous country in the Balkans and ranks as the 137th most populous country in the world. The population of the country rose steadily from 2,5 million in 1979 until 1989, when it peaked at 3.1 million.[242] It is forecasted that the population will continue shrinking for the next decade at least, depending on the actual birth rate and the level of net migration.[243]
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The explanation for the recent population decrease is the fall of communism in Albania. It was marked by large economic mass emigration from Albania to Greece, Italy and the United States. 40 years of isolation from the world, combined with its disastrous economic, social and political situation, had caused this exodus. The external migration was prohibited outright during the communist era, while internal migration was quite limited, hence this was a new phenomenon. At least, 900,000 people left Albania during this period, about 600,000 of them settling in Greece.[244] The migration affected the country's internal population distribution. It decreased particularly in the north and south, while it increased in the center within the cities of Tirana and Durrës.[citation needed] According to the Institute of Statistics (INSTAT) as of 1 January 2020[update], the population of Albania is 2,845,955.[245]
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About 53.4% of the country's population is living in cities. The three largest counties by population account for half of the total population. Almost 30% of the total population is found in Tirana County followed by Fier County with 11% and Durrës County with 10%.[246] Over 1 million people are concentrated in Tirana and Durrës, making it the largest urban area in Albania.[247] Tirana is one of largest cities in the Balkan Peninsula and ranks 7th with a population about 800,000.[248]
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The second largest city in the country by population is Durrës, with a population of 201.110, followed by Vlorë with a population of 141.513.
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Issues of ethnicity are a delicate topic and subject to debate. Contrary to official statistics that show an over 97 per cent Albanian majority in the country, minority groups (such as Greeks, Macedonians, Montenegrins, Roma and Aromanians) have frequently disputed the official numbers, asserting a higher percentage of the country's population. According to the disputed 2011 census, ethnic affiliation was as follows: Albanians 2,312,356 (82.6% of the total), Greeks 24,243 (0.9%), Macedonians 5,512 (0.2%), Montenegrins 366 (0.01%), Aromanians 8,266 (0.30%), Romani 8,301 (0.3%), Balkan Egyptians 3,368 (0.1%), other ethnicities 2,644 (0.1%), no declared ethnicity 390,938 (14.0%), and not relevant 44,144 (1.6%).[2] On the quality of the specific data the Advisory Committee on the Framework Convention for the Protection of National Minorities stated that "the results of the census should be viewed with the utmost caution and calls on the authorities not to rely exclusively on the data on nationality collected during the census in determining its policy on the protection of national minorities.".[250]
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Albania recognizes nine national or cultural minorities: Greek, Macedonian, Wallachian, Montenegrin, Serb, Roma, Egyptian, Bosnian and Bulgarian peoples.[251] Other Albanian minorities are Gorani, Aromanians and Jews.[252] Regarding the Greeks, "it is difficult to know how many Greeks there are in Albania". The estimates vary between 60,000 and 300,000 ethnic Greeks in Albania. According to Ian Jeffries, most of Western sources put the number at around 200,000. The 300,000 mark is supported by Greek government as well.[253][254][255][256][257] The CIA World Factbook estimates the Greek minority at 0.9%[258] of the total population. The US State Department uses 1.17% for Greeks and 0.23% for other minorities.[259] The latter questions the validity of the census data about the Greek minority, due to the fact that measurements have been affected by boycott.[260]
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Macedonian and some Greek minority groups have sharply criticized Article 20 of the Census law, according to which a $1,000 fine will be imposed on anyone who will declare an ethnicity other than what is stated on his or her birth certificate. This is claimed to be an attempt to intimidate minorities into declaring Albanian ethnicity, according to them the Albanian government has stated that it will jail anyone who does not participate in the census or refuse to declare his or her ethnicity.[261] Genc Pollo, the minister in charge has declared that: "Albanian citizens will be able to freely express their ethnic and religious affiliation and mother tongue. However, they are not forced to answer these sensitive questions".[262] The amendments criticized do not include jailing or forced declaration of ethnicity or religion; only a fine is envisioned which can be overthrown by court.[263][264]
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Greek representatives form part of the Albanian parliament and the government has invited Albanian Greeks to register, as the only way to improve their status.[265] On the other hand, nationalists, various organizations and political parties in Albania have expressed their concern that the census might artificially increase the numbers of the Greek minority, which might be then exploited by Greece to threaten Albania's territorial integrity.[265][266][267][268][269][270][271]
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The official language of the country is Albanian which is spoken by the vast majority of the country's population.[272] Its standard spoken and written form is revised and merged from the two main dialects, Gheg and Tosk, though it is notably based more on the Tosk dialect. The Shkumbin river is the rough dividing line between the two dialects. Also a dialect of Greek that preserves features now lost in standard modern Greek is spoken in areas inhabited by the Greek minority. Other languages spoken by ethnic minorities in Albania include Aromanian, Serbian, Macedonian, Bosnian, Bulgarian, Gorani, and Roma.[273] Macedonian is official in the Pustec Municipality in East Albania. According to the 2011 population census, 2,765,610 or 98.767% of the population declared Albanian as their mother tongue (mother tongue is defined as the first or main language spoken at home during childhood).[2]
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In recent years, the shrinking number of pupils in schools dedicated to the Greek minority has caused problems for teachers.[274] The Greek language is spoken by an important percentage in the southern part of the country, due to cultural and economic links with adjacent Greece.[275] In a 2017 study carried out by Instat, the Albanian government statistical agency, 39.9% of the 25–64 years old is able to use at least one foreign language, with English first at 40.0%, followed by Italian with 27.8% and Greek with 22.9%.[276] Among young people aged 25 or less, English, German and Turkish have seen a rising interest after 2000. Italian and French have had a stable interest, while Greek has lost most of the interest. The trends are linked with cultural and economic factors.[277]
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Greek is the second most-spoken language in the country, with 0.5 to 3% of the population speaking it as first language,[278][279][280] and with two-thirds of mainly Albanian families having at least one member that speaks Greek, most having learned it in the post communist era (1992–present) due to private schools or migration to Greece.[280] Outside of the small designated "minority area" in the south the teaching of Greek was banned during the communist era.[281] As of 2003 Greek is offered at over 100 private tutoring centers all over Albania and at a private school in Tirana, the first of its kind outside Greece.[280]
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The young people have shown a growing interest in German language in recent years. Some of them go to Germany for studying or various experiences. Albania and Germany have agreements for cooperating in helping young people of the two countries know both cultures better.[282] Due to a sharp rise in economic relations with Turkey, interest in learning Turkish, in particular among young people, has been growing on a yearly basis. Young people, attracted by economic importance of Turkish investments and common values between the two nations, gain from cultural and academic collaboration of universities.[283] In 2011 Turkish-owned Epoka University, where Turkish along with English and French is taught, was chosen the best foreign-owned university in Albania.[284]
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Albania is a secular state without an official religion, with the freedom of religion being a constitutional right.[285]
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The 2011 census, for the first time since 1930, included an optional open-ended question on religion; the census recorded a majority of Muslims (58.79%), which include Sunni (56.70%) and Bektashi Muslims (2.09%).[286][citation needed] Christians, making up 16.92% of the population, include Catholics (10.03%), Orthodox (6.75%) and evangelical Protestants (0.14%).[287]
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Atheists accounted for 2.5% of the population and 5.49% were non-affiliated believers, while 13.79% preferred not to answer.[287]
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The preliminary results of the 2011 census seemed to give widely different results, with 70% of respondents refusing to declare belief in any of the listed faiths.[288][289] The Albanian Orthodox Church officially refused to recognize the results, claiming that 24% of the total population adhered to its faith.[290][291] Some Muslim Community officials expressed unhappiness with the data claiming that many Muslims were not counted and that the number of adherents numbered some 70% of the Albanian population.[292][293] The Albanian Catholic Bishops Conference also cast doubts on the census, complaining that many of its believers were not contacted.[294] The Muslim Albanians are spread throughout the country. Orthodox and Bektashis are mostly found in the south, whereas Catholics mainly live in the north.[295] In 2008, there were 694 Catholic churches and 425 orthodox churches, 568 mosques and 70 bektashi tekkes in the country.[296][297]
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Religious tolerance is one of the most important values of the tradition of the Albanians. It is widely accepted that Albanians generally value a peaceful coexistence among the believers of different religious communities in the country.[298][299] During an official visit in Tirana, Pope Francis hailed Albania as model of religious harmony, due to the long tradition of religious coexistence and tolerance.[300] The country is ranked among the least religious countries in the world.[301] Furthermore, religion plays an important role in the lives of only 39% of the country's population.[302] In the WIN/Gallup International Report of 2016, 56% of the Albanian people considered themselves religious, 30% considered themselves non-religious, while 9% defined themselves as convinced atheists; 80% believed in God and 40% believed in life after death. However, 40% believed in hell, while 42% believed in heaven.[303]
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During classical times, there are thought to have been about seventy Christian families in Durrës, as early as the time of the Apostles.[304] The Archbishopric of Durrës was purportedly founded by Paul the Apostle, while preaching in Illyria and Epirus.[305][306]
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Meanwhile, in medieval times, the Albanian people first appeared within historical records from the Byzantines. At this point, they were mostly Christianized. Islam arrived for the first time in the late 9th century to the region, when Arabs raided parts of the eastern banks of the Adriatic Sea.[307] It later emerged as the majority religion, during the centuries of Ottoman Period,[308] though a significant Christian minority remained.
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During modern times, the Albanian republican, monarchic and later communist regimes followed a systematic policy of separating religion from official functions and cultural life. The country has never had an official religion either as a republic or as a kingdom.
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In the 20th century, the clergy of all faiths was weakened under the monarchy and ultimately eradicated during the 1950s and 1960s, under the state policy of obliterating all organized religion from the territories of Albania. The communist regime persecuted and suppressed religious observance and institutions and entirely banned religion. The country was then officially declared to be the world's first atheist state. Although, the country's religious freedom has returned, since the end of communism.
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Islam survived communist era persecution and reemerged in the modern era as a practiced religion in Albania.[308] Some smaller Christian sects in Albania include Evangelicals and several Protestant communities including Seventh-day Adventist Church, Church of Jesus Christ of Latter-day Saints and Jehovah's Witnesses.[309][310][311][312] The first recorded Protestant of Albania was Said Toptani, who traveled around Europe and returned to Tirana in 1853, where he preached Protestantism. Due to that, he was arrested and imprisoned by the Ottoman authorities in 1864. First evangelical Protestants appeared in the 19th century and the Evangelical Alliance was founded in 1892. Nowadays, it has 160 member congregations from different Protestant denominations.
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Following the mass emigration to Israel, since the fall of communism, only 200 Albanian Jews are left in the country.[313][314]
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Albania shares many symbols associated with its history, culture and belief. These include the colours red and black, animals such as the golden eagle living across the country, costumes such as the fustanella, plis and opinga which are worn to special events and celebrations, plants such as the olive and red poppy growing as well across the country.
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The flag of Albania is a red flag with a black double-headed eagle in the centre.[315] The red colour symbolizes the bravery, strength and valour of the Albanian people and the black colour appears as a symbol of freedom and heroism.[315] The eagle has been used by Albanians since the Middle Ages including the establishment of the Principality of Arbër and by numerous noble ruling families such as the Kastrioti, Muzaka, Thopia and Dukagjini.[316] Gjergj Kastrioti Skënderbeu, who fought and began a rebellion against the Ottoman Empire which halted Ottoman advance into Europe for nearly 25 years, placed the double-headed eagle on his flag and seal.[317][318]
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The country's national motto, Ti Shqipëri, më jep nder, më jep emrin Shqipëtar ("You Albania, you give me honor, you give me the name Albanian"), finds its origins in the Albanian National Awakening. The first to express this motto was Naim Frashëri in his poem Ti Shqipëri më jep nder.[319]
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Throughout the centuries, Albanian cuisine has been widely influenced by Albanian culture, geography and history, and as such, different parts of the country enjoy specific regional cuisines. Cooking traditions especially vary between the north and the south, owing to differing topography and climate that essentially contribute to the excellent growth conditions for a wide array of herbs, fruits, and vegetables.[320]
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Albanians produce and use many varieties of fruits such as lemons, oranges, figs, and most notably, olives, which are perhaps the most important element of Albanian cooking. Spices and other herbs such as basil, lavender, mint, oregano, rosemary, and thyme are widely used, as are vegetables such as garlic, onions, peppers, potatoes, tomatoes, as well as legumes of all types.
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With a coastline along the Adriatic and Ionian in the Mediterranean Sea, fish, crustaceans, and seafood are a popular and an integral part of the Albanian diet. Otherwise, lamb is the traditional meat for different holidays and religious festivals for both Christians and Muslims, although poultry, beef, and pork are also in plentiful supply.
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Tavë kosi ("soured milk casserole") is the national dish of Albania, consisting of lamb and rice baked under a thick, tart veil of yogurt. Fërgesë is another national dish, made up of peppers, tomatoes, and cottage cheese. Pite is also popular, a baked pastry with a filling of a mixture of spinach and gjizë (curd) or mish (ground meat).
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Petulla, a traditional fried dough, is also a popular speciality, and is served with powdered sugar or feta cheese and different sorts of fruit jams. Flia consists of multiple crêpe-like layers brushed with cream and served with sour cream. Krofne, similar to Berliner doughnuts, are filled with jam, or chocolate and often eaten during cold winter months.
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Coffee is an integral part of the Albanian lifestyle, and Albania has more coffee houses per capita than any other country in the world.[321]
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Tea is also enjoyed both at home or outside at cafés, bars, or restaurants. Çaj Mali (Sideritis tea) is enormously beloved, and a part of the daily routine for most Albanians. It is cultivated across Southern Albania and noted for its medicinal properties. Black tea with a slice of lemon and sugar, milk, or honey is also popular.
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Albanian wine is also common throughout the country, and has been cultivated for thousands of years. Albania has a long and ancient history of wine production, and belongs to the Old World of wine producing countries.[322][323] Its wine is characterized by its sweet taste and traditionally indigenous varieties.
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The artistic history of Albania has been particularly influenced by a multitude of ancient and medieval people, traditions and religions. It covers a broad spectrum with mediums and disciplines that include painting, pottery, sculpture, ceramics and architecture all of them exemplifying a great variety in style and shape, in different regions and period.
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The rise of the Byzantine and Ottoman Empire in the Middle Ages was accompanied by a corresponding growth in Christian and Islamic art in the lands of Albania which are apparent in examples of architecture and mosaics throughout the country.[324][325] Centuries later, the Albanian Renaissance proved crucial to the emancipation of the modern Albanian culture and saw unprecedented developments in all fields of literature and art whereas artists sought to return to the ideals of Impressionism and Romanticism.[326] However, Onufri, Kolë Idromeno, David Selenica, Kostandin Shpataraku and the Zografi Brothers are the most eminent representatives of Albanian art.
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The architecture of Albania reflects the legacy of various civilizations tracing back to the classical antiquity. Major cities in Albania have evolved from within the castle to include dwellings, religious and commercial structures, with constant redesigning of town squares and evolution of building techniques. Nowadays, the cities and towns reflect a whole spectrum of various architectural styles. In the 20th century, many historical as well as sacred buildings bearing the ancient influence were demolished during the communist era.[328]
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Ancient architecture is found throughout Albania and most visible in Byllis, Amantia, Phoenice, Apollonia, Butrint, Antigonia, Shkodër and Durrës. Considering the long period of rule of the Byzantine Empire, they introduced castles, citadels, churches and monasteries with spectacular wealth of visible murals and frescos. Perhaps the best known examples can be found in the southern Albanian cities and surroundings of Korçë, Berat, Voskopojë and Gjirokastër. Involving the introduction of Ottoman architecture there was a development of mosques and other Islamic buildings, particularly seen in Berat and Gjirokastër.
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A productive period of Historicism, Art Nouveau and Neoclassicism merged into the 19th century, best exemplified in Korçë. The 20th century brought new architectural styles such as the modern Italian style, which is present in Tirana such as the Skanderbeg Square and Ministries. It is also present in Shkodër, Vlorë, Sarandë and Durrës. Moreover, other towns received their present-day Albania-unique appearance through various cultural or economic influences.
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Socialist classicism arrived during the communist era in Albania after the Second World War. At this period many socialist-styled complexes, wide roads and factories were constructed, while town squares were redesigned and numerous of historic and important buildings demolished. Notable examples of that style include the Mother Teresa Square, Pyramid of Tirana, Palace of Congresses and so on.
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Three Albanian archaeological sites are included in the list of UNESCO World Heritage Sites. These include the ancient remains of Butrint, the medieval Historic Centres of Berat and Gjirokastër, and Natural and Cultural Heritage of the Ohrid region site shared with North Macedonia since 2019.[330][331] Furthermore, the royal Illyrian tombs, the remains of Apollonia, the ancient Amphitheatre of Durrës and the Fortress of Bashtovë has been included on the tentative list of Albania.
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Albanian folk music is a prominent part of the national identity, and continues to play a major part in overall Albanian music. Folk music can be divided into two stylistic groups, mainly the northern Gheg varieties, and southern Lab and Tosk varieties. Northern and southern traditions are contrasted by a rugged tone from the north, and the more relaxed southern form of music.
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Many songs concern events from Albanian history and culture, including traditional themes of honour, hospitality, treachery, and revenge. The first compilation of Albanian folk music was made by two Himariot musicians, Neço Muka and Koço Çakali, in Paris, during their work with Albanian soprano Tefta Tashko-Koço. Several gramophone compilations were recorded at the time by the three artists, which eventually led to the recognition of Albanian iso-polyphony as a UNESCO Intangible Cultural Heritage.[333]
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Contemporary artists Rita Ora, Bebe Rexha, Era Istrefi, Dua Lipa, Ava Max, Bleona, Elvana Gjata, Ermonela Jaho, and Inva Mula have achieved international recognition for their music,[334] while soprano Ermonela Jaho has been described by some as the "world's most acclaimed soprano".[335] Albanian opera singer Saimir Pirgu was nominated for the 2017 Grammy Award.[336]
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Every cultural and geographical region of Albania has its own specific variety of costume that vary in style, material, color, shape, detail, and form.[337] Presently, national costumes are most often worn during special events and celebrations, mostly at ethnic festivals, religious holidays, weddings, and by performing dance groups. Some elderly people continue to wear traditional clothing in their daily lives. Clothing was traditionally made mainly from local materials such as leather, wool, linen, hemp fiber, and silk; Albanian textiles are still embroidered in elaborate ancient patterns.
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The Albanian language comprises an independent branch and is a language isolate within the Indo-European family of languages; it is not connected to any other known living language in Europe. Its origin is conclusively unknown, but it is believed to have descended from an ancient Paleo-Balkan language.[338][339][340]
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The cultural renaissance was first of all expressed through the development of the Albanian language in the area of church texts and publications, mainly of the Catholic region in the northern of Albania, but also of the Orthodox in the south. The Protestant reforms invigorated hopes for the development of the local language and literary tradition, when cleric Gjon Buzuku brought into the Albanian language the Catholic liturgy, trying to do for the Albanian language, what Martin Luther did for the German language. Meshari (The Missal) written by Gjon Buzuku was published in 1555 and is considered as one of the first literary work of written Albanian during the Middle Ages. The refined level of the language and the stabilised orthography must be the result of an earlier tradition of written Albanian, a tradition that is not well understood. However, there is some fragmented evidence, pre-dating Buzuku, which indicates that Albanian was written from at least the 14th century.
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The earliest evidence dates from 1332 AD with a Latin report from the French Dominican Guillelmus Adae, Archbishop of Antivari, who wrote that Albanians used Latin letters in their books although their language was quite different from Latin. Other significant examples include: a baptism formula (Unte paghesont premenit Atit et Birit et spertit senit) from 1462, written in Albanian within a Latin text by the Bishop of Durrës, Pal Engjëlli; a glossary of Albanian words of 1497 by Arnold von Harff, a German who had travelled through Albania, and a 15th-century fragment of the Bible from the Gospel of Matthew, also in Albanian, but written in Greek letters.
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Albanian writings from these centuries must not have been religious texts only, but historical chronicles too. They are mentioned by the humanist Marin Barleti, who in his book Siege of Shkodër (Rrethimi i Shkodrës) from 1504, confirms that he leafed through such chronicles written in the language of the people (in vernacula lingua) as well as his famous biography of Skanderbeg Historia de vita et gestis Scanderbegi Epirotarum principis (History of Skanderbeg) from 1508. The History of Skanderbeg is still the foundation of Skanderbeg studies and is considered an Albanian cultural treasure, vital to the formation of Albanian national self-consciousness.
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During the 16th and the 17th centuries, the catechism (E mbësuame krishterë) (Christian Teachings) from 1592 written by Lekë Matrënga, (Doktrina e krishterë) (The Christian Doctrine) from 1618 and (Rituale romanum) 1621 by Pjetër Budi, the first writer of original Albanian prose and poetry, an apology for George Castriot (1636) by Frang Bardhi, who also published a dictionary and folklore creations, the theological-philosophical treaty Cuneus Prophetarum (The Band of Prophets) (1685) by Pjetër Bogdani, the most universal personality of Albanian Middle Ages, were published in Albanian. The most famous Albanian writer in the 20th and 21st century is probably Ismail Kadare. He has been mentioned as a possible recipient of the Nobel Prize in Literature several times.
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Cinematography became popular in the 20th century, when foreign films and documentaries were shown in the cities of Shkodër and Korçë.[341] The first public showing to occur in Albania was a little-known title, Paddy the Reliable a comical story.
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The first Albanian films were mostly documentaries; the first was about the Monastir Congress that sanctioned the Albanian alphabet in 1908. During communism, the Albanian Film Institute that later became known as Kinostudio Shqipëria e Re was founded with Soviet assistance, focusing mostly on propaganda of wartime struggles. After 1945, the communist government founded the Kinostudio Shqipëria e Re in 1952. This was followed by the first Albanian epic film, the Great Warrior Skanderbeg, a cooperation with Soviet artists chronicling the life and fight of the Albanian national hero Skanderbeg. In addition the film was awarded the International Prize at the 1954 Cannes Film Festival.
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By 1990, about 200 movies had been produced, and Albania had over 450 theaters. With the economic transition after the collapse of communism in the 1990s, the Kinostudio was broken up and privatised. A new National Center of Cinematography was established, while cities built modern cinema theatres showing mostly American movies. The Tirana International Film Festival was established in 2003 and has become the premier and largest film festival in the country as well as in the Balkans. Durrës hosts the International Film Summerfest of Durrës, the second largest international film festival in the country which takes place every year in late August or early September in Durrës Amphitheatre.
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Notable Albanian film directors include Andamion Murataj, Besim Sahatçiu, Xhanfize Keko, Dhimitër Anagnosti, Kujtim Çashku, Luljeta Hoxha, Saim Kokona, Saimir Kumbaro, Kristaq Mitro, Leon Qafzezi and Gjergj Xhuvani. Famous actors in Albania include Nik Xhelilaj, Klement Tinaj, Masiela Lusha, Blerim Destani, Aleksandër Moisiu, Tinka Kurti, Pjetër Malota, Sandër Prosi and Margarita Xhepa.
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There are internationally renowned actors in the Albanian diaspora, such as the Albanian-Americans Eliza Dushku, Jim and John Belushi, Kosovo-Albanians Bekim Fehmiu and Arta Dobroshi and Turkish-Albanian Barish Arduç.
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Albania participated at the Olympic Games in 1972 for the first time. The country made their Winter Olympic Games debut in 2006. Albania missed the next four games, two of them due to the 1980 and 1984 boycotts, but returned for the 1992 games in Barcelona. Since then, Albania have participated in all games. Albania normally competes in events that include swimming, athletics, weightlifting, shooting and wrestling. The country have been represented by the National Olympic Committee of Albania since 1972. The nation has participated at the Mediterranean Games since the games of 1987 in Syria. The Albanian athletes have won a total of 43 (8 gold, 17 silver and 18 bronze) medals from 1987 to 2013.
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Popular sports in Albania include Football, Weightlifting, Basketball, Volleyball, Tennis, Swimming, Rugby, and Gymnastics. Football is by far the most popular sport in Albania. It is governed by the Football Association of Albania (Albanian: Federata Shqiptare e Futbollit, F.SH.F.), which was created in 1930 and has membership in FIFA and UEFA. Football arrived in Albania early in the 20th century when the inhabitants of the northern city of Shkodër were surprised to see a strange game being played by students at a Christian mission.
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The Albania national football team, ranking 51st in the World in 2017 (highest 22nd on 22 August 2015) have won the 1946 Balkan Cup and the Malta Rothmans International Tournament 2000, but had never participated in any major UEFA or FIFA tournament, until UEFA Euro 2016, Albania's first ever appearance at the continental tournament and at a major men's football tournament. Albania scored their first ever goal in a major tournament and secured their first ever win in European Championship when they beat Romania by 1–0 in a UEFA Euro 2016 match on 19 June 2016.[342][343] The most successful football clubs in the country are Skënderbeu, KF Tirana, Dinamo Tirana, Partizani and Vllaznia.
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Weightlifting is one of the most successful individual sport for the Albanians, with the national team winning medals at the European Weightlifting Championships and the rest international competitions. Albanian weightlifters have won a total of 16 medals at the European Championships with 1 of them being gold, 7 silver and 8 bronze. In the World Weightlifting Championships, the Albanian weightlifting team has won in 1972 a gold in 2002 a silver and in 2011 a bronze medal.
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Historically, the Albanian people have established several communities in many regions throughout Southern Europe. The Albanian diaspora has been formed since the late Middle Ages, when they emigrated to places such as Italy, especially in Sicily and Calabria, and Greece to escape either various socio-political difficulties or the Ottoman conquest of Albania.[344] Following the fall of communism, large numbers of Albanians have migrated to countries such as Australia, Canada, France, Germany, Greece, Italy, Scandinavia, Switzerland, United Kingdom and the United States. Albanian minorities are present in the neighboring territories such as the west of North Macedonia, the east of Montenegro, Kosovo in its entirety and southern Serbia. In Kosovo, Albanians make up the largest ethnic group in the country. Altogether, the number of ethnic Albanian living abroad its territory is estimated to be higher than the total population inside the territory of Albania.
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Coordinates: 41°N 20°E / 41°N 20°E / 41; 20
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Sunni theological traditions
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Theology of Twelvers5
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Other Shia concepts of Aqidah
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Shia Islam or Shi'ism is one of the two main branches of Islam. It holds that the Islamic prophet Muhammad designated Ali ibn Abi Talib as his successor and the Imam (leader) after him,[1] most notably at the event of Ghadir Khumm, but was prevented from the caliphate as a result of the incident of Saqifah. This view primarily contrasts with that of Sunni Islam, whose adherents believe that Muhammad did not appoint a successor and consider Abu Bakr, who was appointed caliph by a group of Muslims at Saqifah, to be the first rightful caliph after Muhammad.[2] A person observing Shia Islam is called a Shi'ite.
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Shia Islam is based on Muhammad's hadith (Ghadir Khumm).[3][4] Shia consider Ali to have been divinely appointed as the successor to Muhammad, and as the first Imam. The Shia also extend this Imammah to Muhammad's family, the Ahl al-Bayt ("the people/family of the House"),[5] and some individuals among his descendants, known as Imams, who they believe possess special spiritual and political authority over the community, infallibility and other divinely ordained traits.[6] Although there are many Shia subsects, modern Shia Islam has been divided into two main groupings: Twelvers and Ismailis, with Twelver Shia being the largest and most influential group among Shia.[7][8][9]
|
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Shia Islam is the second largest branch of Islam: as of the late 2000s, Shia Muslims constituted 10–15% of all Muslims.[10] Twelver Shia is the largest branch of Shia Islam,[11] with 2012 estimates saying that 85% of Shias were Twelvers.[12]
|
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|
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+
Collectively, adherents of Shi'i Islam are called the Shīʿah (شِيعَة; /ˈʃiːə/), which is short for Shīʿatu ʿAlī (شِيعَة عَلِيّ; /ˈʃiːʕatu ˈʕaliː/) meaning "followers of Ali", "faction of Ali", or "party of Ali";[13][14] Shīʿī (شِيعِيّ) denotes both the singular noun and the adjective form, while Shīyāʿ (شِيَاع) refers to the plural noun.[15] Shiʻa, Shia, Shiʻism/Shiʻite or Shiism/Shiite are the forms used in English, for adherents, mosques, and things associated with the religion.[16][17]
|
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|
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The term was first used during Muhammad's life.[18] At present, the word refers to the Muslims who believe that the leadership of the community after Muhammad belongs to Ali and his successors. Nawbakhti states that the term Shia refers to a group of Muslims that at the time of Muhammad and after him regarded Ali as the Imam and Caliph.[19] Al-Shahrastani expresses that the term Shia refers to those who believe that Ali is designated as the Heir, Imam and caliph by Muhammad[20] and that Ali's authority is maintained through his descendants.[21] For the Shia, this conviction is implicit in the Quran and the history of Islam. Shia scholars emphasize that the notion of authority is linked to the family of the prophets as the verses 3:33,34 show: "Indeed, God chose Adam and Noah and the family of Abraham and the family of 'Imran over the worlds – (33) Descendants, some of them from others. And God is Hearing and Knowing. (34)"[22]
|
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+
|
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Shia Muslims believe that just as a prophet is appointed by God alone, only God has the prerogative to appoint the successor to his prophet. They believe God chose Ali to be Muhammad's successor, infallible, the first caliph (khalifah, head of state) of Islam. The Shia believe that Muhammad designated Ali as his successor by God's command (Eid Al Ghadir).[23][24]
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Ali was Muhammad's first-cousin and closest living male relative as well as his son-in-law, having married Muhammad's daughter Fatimah.[25][26]
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Even during the time of Muhammad, there were signs of spilt among the companions with Salman al-Farsi, Abu Dharr al-Ghifari, Miqdad, and Ammar ibn Yasir amongst the most vehement and loyal supporters of Ali.[27][28]
|
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During the revelation of Ash-Shu'ara, the twenty-sixth Surah of the Quran, in c. 617,[29] Muhammad is said to have received instructions to warn his family members against adhering to their pre-Islamic religious practices. There are differing accounts of Muhammad's attempt to do this, with one version stating that he had invited his relatives to a meal (later termed the Feast of Dhul Asheera), during which he gave the pronouncement.[30] According to Ibn Ishaq, it consisted of the following speech:
|
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Allah has commanded me to invite you to His religion by saying: And warn thy nearest kinsfolk. I, therefore, warn you, and call upon you to testify that there is no god but Allah, and that I am His messenger. O ye sons of Abdul Muttalib, no one ever came to you before with anything better than what I have brought to you. By accepting it, your welfare will be assured in this world and in the Hereafter. Who among you will support me in carrying out this momentous duty? Who will share the burden of this work with me? Who will respond to my call? Who will become my vicegerent, my deputy and my wazir?[31]
|
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+
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+
Among those gathered, only Ali offered his consent. Some sources, such as the Musnad Ahmad ibn Hanbal, do not record Muhammad's reaction to this, though Ibn Ishaq continues that he then declared Ali to be his brother, heir and successor.[32] In another narration, when Muhammad accepted Ali's offer, he "threw up his arms around the generous youth, and pressed him to his bosom" and said, "Behold my brother, my vizir, my vicegerent ... let all listen to his words, and obey him."[33]
|
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The direct appointment of Ali as heir in this version is notable by the fact it alleges that his right to succession was established at the very beginning of Muhammad's prophetic activity. The association with the revelation of a Quranic verse also serves the purpose of providing the nomination with authenticity as well as a divine authorisation.[34]
|
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+
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The hadith of Ghadir Khumm has many different variations and is transmitted by both Sunni and Shia sources. The narrations generally state that in March 632, Muhammad, while returning from his Farewell Pilgrimage alongside a large number of followers and companions, stopped at the oasis of Ghadir Khumm. There, he took Ali's hand and addressed the gathering. The point of contention between different sects is when Muhammad, whilst giving his speech, gave the proclamation "Anyone who has me as his mawla, has Ali as his mawla." Some versions add the additional sentence "O God, befriend the friend of Ali and be the enemy of his enemy."[35]
|
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+
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Mawla has a number of meanings in Arabic, with interpretations of Muhammad's use here being split along sectarian lines between the Sunni and Shia. Among the former group, the word is translated as "friend" or "one who is loyal/close" and that Muhammad was advocating that Ali was deserving of friendship and respect. Conversely, Shi'ites tend to view the meaning as being "master" or "ruler"[36] and that the statement was a clear designation of Ali being Muhammad's appointed successor. Shia sources also record further details of the event, such as stating that those present congratulated Ali and acclaimed him as Amir al-Mu'minin.[35]
|
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+
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When Muhammad died in 632 CE, Ali and Muhammad's closest relatives made the funeral arrangements. While they were preparing his body, Abu Bakr, Umar, and Abu Ubaidah ibn al Jarrah met with the leaders of Medina and elected Abu Bakr as caliph. Ali did not accept the caliphate of Abu Bakr and refused to pledge allegiance to him. This is indicated in both Sunni and Shia sahih and authentic Hadith.
|
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+
Ibn Qutaybah, a 9th-century Sunni Islamic scholar narrates of Ali:
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|
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+
I am the servant of God and the brother of the Messenger of God. I am thus more worthy of this office than you. I shall not give allegiance to you [Abu Bakr & Umar] when it is more proper for you to give bayʼah to me. You have seized this office from the Ansar using your tribal relationship to the Prophet as an argument against them. Would you then seize this office from us, the ahl al-bayt by force? Did you not claim before the Ansar that you were more worthy than they of the caliphate because Muhammad came from among you (but Muhammad was never from AbuBakr family) – and thus they gave you leadership and surrendered command? I now contend against you with the same argument…It is we who are more worthy of the Messenger of God, living or dead. Give us our due right if you truly have faith in God, or else bear the charge of wilfully doing wrong... Umar, I will not yield to your commands: I shall not pledge loyalty to him.' Ultimately Abu Bakr said, "O 'Ali! If you do not desire to give your bay'ah, I am not going to force you for the same.
|
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+
|
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+
Ali's wife, and daughter of Muhammad, Fatimah, refused to pledge allegiance to Abu Bakr and remained angry with him until she died due to the issues of Fadak and her inheritance from her father and the situation of Umar at Fatimah's house. This is stated in sahih Sunni Hadith, Sahih Bukhari and Sahih Muslim. Fatimah did not at all pledge allegiance or acknowledge or accept the caliphate of Abu Bakr.[37] Almost all of Banu Hashim, Muhammad's clan and many of the sahaba, had supported Ali's cause after the demise of the prophet whilst others supported Abu Bakr.[38][39][40][41][42][43][44][45][46]
|
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+
|
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It was not until the murder of the third caliph, Uthman, in 657 CE that the Muslims in Medina in desperation invited Ali to become the fourth caliph as the last source,[25] and he established his capital in Kufah in present-day Iraq.[13]
|
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|
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Ali's rule over the early Muslim community was often contested, and wars were waged against him. As a result, he had to struggle to maintain his power against the groups who betrayed him after giving allegiance to his succession, or those who wished to take his position. This dispute eventually led to the First Fitna, which was the first major civil war within the Islamic Caliphate. The Fitna began as a series of revolts fought against Ali ibn Abi Talib, caused by the assassination of his political predecessor, Uthman ibn Affan. While the rebels who accused Uthman of prejudice[clarification needed] affirmed Ali's khilafa (caliph-hood), they later turned against him and fought him.[25] Ali ruled from 656 CE to 661 CE,[25] when he was assassinated[26] while prostrating in prayer (sujud). Ali's main rival Muawiyah then claimed the caliphate.[47]
|
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|
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Upon the death of Ali, his elder son Hasan became leader of the Muslims of Kufa, and after a series of skirmishes between the Kufa Muslims and the army of Muawiyah, Hasan agreed to cede the caliphate to Muawiyah and maintain peace among Muslims upon certain conditions:[48][49]
|
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|
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Hasan then retired to Medina, where in 670 CE he was poisoned by his wife Ja'da bint al-Ash'ath ibn Qays, after being secretly contacted by Muawiyah who wished to pass the caliphate to his own son Yazid and saw Hasan as an obstacle.[citation needed]
|
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+
|
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+
Husayn, Ali's younger son and brother to Hasan, initially resisted calls to lead the Muslims against Muawiyah and reclaim the caliphate. In 680 CE, Muawiyah died and passed the caliphate to his son Yazid, and breaking the treaty with Hasan ibn Ali. Yazid asked Husayn to swear allegiance (bay'ah) to him. Ali's faction, having expected the caliphate to return to Ali's line upon Muawiyah's death, saw this as a betrayal of the peace treaty and so Husayn rejected this request for allegiance. There was a groundswell of support in Kufa for Husayn to return there and take his position as caliph and imam, so Husayn collected his family and followers in Medina and set off for Kufa. En route to Kufa, he was blocked by an army of Yazid's men (which included people from Kufa) near Karbala (modern Iraq), and Husayn and approximately 72 of his family and followers were killed in the Battle of Karbala.
|
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|
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The Shia regard Husayn as a martyr (shahid), and count him as an Imam from the Ahl al-Bayt. They view Husayn as the defender of Islam from annihilation at the hands of Yazid I. Husayn is the last imam following Ali whom all Shiah sub-branches mutually recognize.[50] The Battle of Karbala is often cited as the definitive break between the Shia and Sunni sects of Islam, and is commemorated each year by Shiah Muslims on the Day of Ashura.
|
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|
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Later most of the Shia, including Twelver and Ismaili, became Imamis. Imami Shia believe that Imams are the spiritual and political successors to Muhammad.[citation needed] Imams are human individuals who not only rule over the community with justice, but also are able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and must be chosen by divine decree, or nass, through Muhammad.[52][53]
|
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|
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According to this view, there is always an Imam of the Age, who is the divinely appointed authority on all matters of faith and law in the Muslim community. Ali was the first imam of this line, the rightful successor to Muhammad, followed by male descendants of Muhammad through his daughter Fatimah.[citation needed]
|
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|
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This difference between following either the Ahl al-Bayt (Muhammad's family and descendants) or Caliph Abu Bakr has shaped Shia and non-Shia views on some of the Quranic verses, the hadith (narrations from Muhammad) and other areas of Islam. For instance, the collection of hadith venerated by Shia Muslims is centered on narrations by members of the Ahl al-Bayt and their supporters, while some hadith by narrators not belonging to or supporting the Ahl al-Bayt are not included. Those of Abu Hurairah, for example, Ibn Asakir in his Ta'rikh Kabir and Muttaqi in his Kanzu'l-Umma report that Caliph Umar lashed him, rebuked him and forbade him to narrate hadith from Muhammad. Umar said: "Because you narrate hadith in large numbers from the Holy Prophet, you are fit only for attributing lies to him. (That is, one expects a wicked man like you to utter only lies about the Holy Prophet.) So you must stop narrating hadith from the Prophet; otherwise, I will send you to the land of Dus." (A clan in Yemen, to which Abu Huraira belonged.) According to Sunnis, Ali was the fourth successor to Abu Bakr, while the Shia maintain that Ali was the first divinely sanctioned "Imam", or successor of Muhammad. The seminal event in Shia history is the martyrdom in 680 CE at the Battle of Karbala of Ali's son Hussein ibn Ali, who led a non-allegiance movement against the defiant caliph (71 of Hussein's followers were killed as well).
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It is believed in Twelver and Ismaili Shia Islam that 'aql, divine wisdom, was the source of the souls of the prophets and imams and gave them esoteric knowledge called ḥikmah and that their sufferings were a means of divine grace to their devotees.[54][55] Although the imam was not the recipient of a divine revelation, he had a close relationship with God, through which God guides him, and the imam, in turn, guides the people. Imamate, or belief in the divine guide, is a fundamental belief in the Twelver and Ismaili Shia branches and is based on the concept that God would not leave humanity without access to divine guidance.[56]
|
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The Mahdi is the prophesied redeemer of Islam who will rule for seven, nine or nineteen years (according to differing interpretations) before the Day of Judgment and will rid the world of evil. According to Islamic tradition, the Mahdi's tenure will coincide with the Second Coming of Jesus Christ (Isa), who is to assist the Mahdi against the Masih ad-Dajjal (literally, the "false Messiah" or Antichrist). Jesus, who is considered the Masih (Messiah) in Islam, will descend at the point of a white arcade, east of Damascus, dressed in yellow robes with his head anointed. He will then join the Mahdi in his war against the Dajjal, where Mahdi slay Dajjal and unite mankind.
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|
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Historians dispute the origin of Shia Islam, with many Western scholars positing that Shiism began as a political faction rather than a truly religious movement.[57][58] Other scholars disagree, considering this concept of religious-political separation to be an anachronistic application of a Western concept.[59]
|
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In the century following the Battle of Karbala (680 CE), as various Shia-affiliated groups diffused in the emerging Islamic world, several nations arose based on a Shia leadership or population.
|
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|
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A major turning point in Shia history was the Safavid dynasty (1501–1736) in Persia. This caused a number of changes in the Muslim world:
|
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|
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With the fall of the Safavids, the state in Persia—including the state system of courts with government-appointed judges (qadis)—became much weaker. This gave the Sharia courts of mujtahids an opportunity to fill the legal vacuum and enabled the ulama to assert their judicial authority. The Usuli School also increased in strength at this time.[70]
|
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|
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The declaration of Shiism as the state religion of the Safavid dynasty in Persia.
|
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|
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Monument commemorating the Battle of Chaldiran, where more than 7000 Muslims of Shia and Sunni sects were killed in battle.
|
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+
|
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Battle of Chaldiran in 1514, was a major sectarian crisis in the Middle East.
|
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|
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The Shia Islamic faith is vast and inclusive of many different groups.[13] Shia theological beliefs and religious practises, such as prayers, slightly differ from the Sunnis'. While all Muslims pray five times daily, Shias have the option of combining Dhuhr with Asr and Maghrib with Isha', as there are three distinct times mentioned in the Quran. The Sunnis tend to combine only under certain circumstances.[71][72] Shia Islam embodies a completely independent system of religious interpretation and political authority in the Muslim world.[73][74] The original Shia identity referred to the followers of Imam Ali,[75] and Shia theology was formulated in the 2nd century AH, or after Hijra (8th century CE).[76] The first Shia governments and societies were established by the end of the 3rd century AH/9th century CE. The 4th century AH /10th century CE has been referred to by Louis Massignon as "the Shiite Ismaili century in the history of Islam".[77]
|
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|
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The Shia believe that the status of Ali is supported by numerous hadith, including the Hadith of the pond of Khumm, Hadith of the two weighty things, Hadith of the pen and paper, Hadith of the invitation of the close families, and Hadith of the Twelve Successors. In particular, the Hadith of the Cloak is often quoted to illustrate Muhammad's feeling towards Ali and his family by both Sunni and Shia scholars. Shias prefer hadith attributed to the Ahl al-Bayt and close associates, and have their own separate collection of hadiths.[78][79]
|
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The Shia version of the Shahada, the Islamic profession of faith, differs from that of the Sunni. The Sunni Shahada states There is no god except God, Muhammad is the messenger of God, but to this the Shia append Ali is the Wali (custodian) of God, علي ولي الله. This phrase embodies the Shia emphasis on the inheritance of authority through Muhammad's lineage. The three clauses of the Shia Shahada thus address tawhid (the unity of God), nubuwwah (the prophethood of Muhammad), and imamah (imamate, the leadership of the faith).
|
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|
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The basis of Ali as the "wali" is taken from a specific verse of the quran
|
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.[80] A more detailed discussion of this verse is available.[81][circular reference]
|
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Ismah is the concept of infallibility or "divinely bestowed freedom from error and sin" in Islam.[82] Muslims believe that Muhammad and other prophets in Islam possessed ismah. Twelver and Ismaili Shia Muslims also attribute the quality to Imams as well as to Fatimah, daughter of Muhammad, in contrast to the Zaidi, who do not attribute 'ismah to the Imams.[83] Though initially beginning as a political movement, infallibility and sinlessness of the imams later evolved as a distinct belief of (non-Zaidi) Shiism.[84]
|
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According to Shia theologians, infallibility is considered a rational necessary precondition for spiritual and religious guidance. They argue that since God has commanded absolute obedience from these figures they must only order that which is right. The state of infallibility is based on the Shia interpretation of the verse of purification.[85][86] Thus, they are the most pure ones, the only immaculate ones preserved from, and immune to, all uncleanness.[87] It does not mean that supernatural powers prevent them from committing a sin, but due to the fact that they have absolute belief in God, they refrain from doing anything that is a sin.[88]
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They also have a complete knowledge of God's will. They are in possession of all knowledge brought by the angels to the prophets (nabi) and the messengers (rasul). Their knowledge encompasses the totality of all times. They thus act without fault in religious matters.[89] Shias regard Ali as the successor of Muhammad not only ruling over the community in justice, but also interpreting Islamic practices and its esoteric meaning. Hence he was regarded as being free from error and sin (infallible), and appointed by God by divine decree (nass) to be the first Imam.[90] Ali is known as "perfect man" (al-insan al-kamil) similar to Muhammad, according to Shia viewpoint.[91]
|
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|
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The Occultation is a belief in some forms of Shia Islam that a messianic figure, a hidden imam known as the Mahdi, will one day return and fill the world with justice. According to the Twelver Shia, the main goal of Mahdi will be to establish an Islamic state and to apply Islamic laws that were revealed to Muhammad. The Quran does not have the verses on Imamate, which is the basic doctrine of Shia Islam.[92]
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Some Shia, such as the Zaidi and Nizari Ismaili, do not believe in the idea of the Occultation. The groups which do believe in it differ as to which lineage of the Imamate is valid, and therefore which individual has gone into occultation. They believe there are many signs that will indicate the time of his return.
|
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+
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Twelver Shia Muslims believe that the Mahdi (the twelfth imam, Muhammad al-Mahdi) is already on Earth, is in occultation and will return at the end of time. Fatimid/ Bohra/ Dawoodi Bohra believe the same but for their 21st Tayyib, whereas Sunnis believe the future Mahdi has not yet arrived on Earth.[93]
|
102 |
+
|
103 |
+
It is believed that the armaments and sacred items of all of the Prophets, including Muhammad, were handed down in succession to the Imams of Ahl al-Bayt. In Kitab al-Kafi, Ja'far al-Sadiq mentions that "with me are the arms of the Messenger of Allah. It is not disputable."[94]
|
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+
|
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+
Further, he claims that with him is the sword of the Messenger of God, his coat of arms, his Lamam (pennon) and his helmet. In addition, he mentions that with him is the flag of the Messenger of God, the victorious. With him is the Staff of Moses, the ring of Solomon, son of David, and the tray on which Moses used to offer his offerings. With him is the name that whenever the Messenger of God would place it between the Muslims and pagans no arrow from the pagans would reach the Muslims. With him is the similar object that angels brought.[94]
|
106 |
+
|
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+
Al-Sadiq also narrates that the passing down of armaments is synonymous to receiving the Imamat (leadership), similar to how the Ark in the house of the Israelites signaled prophet-hood.[94]
|
108 |
+
|
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+
Imam Ali al-Ridha narrates that wherever the armaments among us would go, knowledge would also follow and the armaments would never depart from those with knowledge (Imamat).[94]
|
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+
|
111 |
+
According to Shia Muslims, one of the lingering problems in estimating Shia population is that unless Shia form a significant minority in a Muslim country, the entire population is often listed as Sunni. The reverse, however, has not held true, which may contribute to imprecise estimates of the size of each sect. For example, the 1926 rise of the House of Saud in Arabia brought official discrimination against Shia.[96] Shiites are estimated to be 21% of the Muslim population in South Asia, although the total number is difficult to estimate due to that reason.[97]
|
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+
It is estimated that 15%[98][99][100][101] of the world's Muslims are Shia. They may number up to 200 million as of 2009.[100]
|
113 |
+
|
114 |
+
Shias form a majority of the population in Azerbaijan, Bahrain, Iran, and Iraq,[102][103] as well as a plurality in Lebanon. Shias constitute 36.3% of the entire population (and 38.6% of the Muslim population) of the Middle East.[104]
|
115 |
+
|
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Shia Muslims constitute 27-35% of the population in Lebanon, and as per some estimates from 35%[102][105] to over 35–40% of the population in Yemen,[106] 30%–35% of the citizen population in Kuwait (no figures exist for the non-citizen population),[107][108] over 20% in Turkey,[100][109] 5–20% of the population in Pakistan,[110][100] and 10–19% of Afghanistan's population.[111][112]
|
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+
|
118 |
+
Saudi Arabia hosts a number of distinct Shia communities, including the Twelver Baharna in the Eastern Province and Nakhawila of Medina, and the Ismaili Sulaymani and Zaidiyyah of Najran. Estimations put the number of Shiite citizens at 2–4 million, accounting for roughly 15% of the local population.[113][better source needed]
|
119 |
+
|
120 |
+
Significant Shia communities exist in the coastal regions of West Sumatra and Aceh in Indonesia (see Tabuik).[114] The Shia presence is negligible elsewhere in Southeast Asia, where Muslims are predominantly Shafi'i Sunnis.
|
121 |
+
|
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+
A significant Shia minority is present in Nigeria, made up of modern-era converts to a Shia movement centered around Kano and Sokoto states.[100][101][115] Several African countries like Kenya,[116] South Africa,[117] Somalia,[118] etc. hold small minority populations of various Shia denominations, primarily descendants of immigrants from South Asia during the colonial period, such as the Khoja.[119]
|
123 |
+
|
124 |
+
Distribution of global Shia Muslim population among the continents
|
125 |
+
|
126 |
+
Figures indicated in the first three columns below are based on the October 2009 demographic study by the Pew Research Center report, Mapping the Global Muslim Population.[100][101]
|
127 |
+
|
128 |
+
The history of Sunni-Shia relations has often involved violence, dating back to the earliest development of the two competing sects.
|
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+
At various times Shia groups have faced persecution.[133][134][135][136][137][138]
|
130 |
+
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+
Militarily established and holding control over the Umayyad government, many Sunni rulers perceived the Shia as a threat—to both their political and their religious authority.[139] The Sunni rulers under the Umayyads sought to marginalize the Shia minority, and later the Abbasids turned on their Shia allies and imprisoned, persecuted, and killed them. The persecution of the Shia throughout history by Sunni co-religionists has often been characterized by brutal and genocidal acts. Comprising only about 10–15% of the entire Muslim population, the Shia remain a marginalized community to this day in many Sunni Arab dominant countries without the rights to practice their religion and organize.[140]
|
132 |
+
|
133 |
+
In 1514 the Ottoman sultan, Selim I, ordered the massacre of 40,000 Anatolian Shia.[141] According to Jalal Al-e-Ahmad, "Sultan Selim I carried things so far that he announced that the killing of one Shiite had as much otherworldly reward as killing 70 Christians."[142]
|
134 |
+
|
135 |
+
In 1801 the Al Saud-Wahhabi armies attacked and sacked Karbala, the Shia shrine in eastern Iraq that commemorates the death of Husayn.[143]
|
136 |
+
|
137 |
+
Under Saddam Hussein's regime, 1968 to 2003, in Iraq, Shia Muslims were heavily arrested, tortured and killed.[144]
|
138 |
+
|
139 |
+
In March 2011, the Malaysian government declared the Shia a "deviant" sect and banned Shia from promoting their faith to other Muslims, but left them free to practice it themselves privately.[145][146]
|
140 |
+
|
141 |
+
Shias celebrate the following annual holidays:
|
142 |
+
|
143 |
+
The four holiest sites to Muslims are Mecca (Al-Haram Mosque), Medina (Al-Nabbawi Mosque), Jerusalem (Al-Aqsa Mosque), and Kufa (Kufa Mosque). In addition for Shias, the Imam Husayn Shrine, Al Abbas Mosque in Karbala, and Imam Ali Mosque in Najaf are also highly revered.
|
144 |
+
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145 |
+
Other venerated sites include Wadi-us-Salaam cemetery in Najaf, Al-Baqi' cemetery in Medina, Imam Reza shrine in Mashhad, Kadhimiya Mosque in Kadhimiya, Al-Askari Mosque in Samarra, Sahla Mosque and Great Mosque of Kufa in Kufa and several other sites in the cities of Qom, Susa and Damascus.
|
146 |
+
|
147 |
+
Most of the Shia holy places in Saudi Arabia have been destroyed by the warriors of the Ikhwan, the most notable being the tombs of the Imams in the Al-Baqi' cemetery in 1925.[151] In 2006, a bomb destroyed the shrine of Al-Askari Mosque.[152]
|
148 |
+
|
149 |
+
The Shia belief throughout its history split over the issue of the Imamate. The largest branch are the Twelvers, followed by the Zaidi, and the Ismaili. All three groups follow a different line of Imamate.
|
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+
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151 |
+
Twelver Shia or the Ithnā'ashariyyah' is the largest branch of Shia Islam, and the term Shia Muslim often refers to the Twelvers by default. The term Twelver is derived from the doctrine of believing in twelve divinely ordained leaders, known as The Twelve Imams. Twelver Shia are also known as Imami or Ja'fari, originated from the name of the 6th Imam, Ja'far al-Sadiq, who elaborated the Twelver jurisprudence.[153]
|
152 |
+
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+
Twelvers constitute the majority of the population in Iran (90%),[154] Azerbaijan (85%),[13][155] Bahrain (70%), Iraq (65%), Lebanon (65% of Muslims).[156][157][158]
|
154 |
+
|
155 |
+
Twelver doctrine is based on five principles.[159] These five principles known as Usul ad-Din are as follow:[160][161]
|
156 |
+
|
157 |
+
More specifically, these principles are known as Usul al-Madhhab (principles of the Shia sect) according to Twelver Shias which differ from Daruriyat al-Din (Necessities of Religion) which are principles in order for one to be a Muslim. The Necessities of Religion do not include Leadership (Imamah) as it is not a requirement in order for one to be recognized as a Muslim. However, this category, according to Twelver scholars like Ayatollah al-Khoei, does include belief in God, Prophethood, the Day of Resurrection and other "necessities" (like belief in angels). In this regard, Twelver Shias draw a distinction in terms of believing in the main principles of Islam on the one hand, and specifically Shia doctrines like Imamah on the other.
|
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+
|
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+
Besides the Quran which is common to all Muslims, the Shia derive guidance from books of traditions ("ḥadīth") attributed to Muhammad and the Twelve Imams. Below is a list of some of the most prominent of these books:
|
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+
|
161 |
+
The Twelve Imams are the spiritual and political successors to Muhammad for the Twelvers.[citation needed] According to the theology of Twelvers, the successor of Muhammad is an infallible human individual who not only rules over the community with justice but also is able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and Imams must be chosen by divine decree, or nass, through Muhammad.[52][53] Each imam was the son of the previous imam, with the exception of Hussein ibn Ali, who was the brother of Hasan ibn Ali.[citation needed] The twelfth and final imam is Muhammad al-Mahdi, who is believed by the Twelvers to be currently alive and in occultation.[56]
|
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+
|
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+
The Twelver jurisprudence is called Ja'fari jurisprudence. In this jurisprudence Sunnah is considered to be the oral traditions of Muhammad and their implementation and interpretation by the twelve Imams. There are three schools of Ja'fari jurisprudence: Usuli, Akhbari, and Shaykhi. The Usuli school is by far the largest of the three. Twelver groups that do not follow Ja'fari jurisprudence include Alevi, Bektashi, and Qizilbash.
|
164 |
+
|
165 |
+
The five primary pillars of Islam to the Ja'fari jurisprudence, known as Usul' ad-Din. They are at variance with the standard Sunni "five pillars of religion." The Shia's primary "pillars" are:
|
166 |
+
|
167 |
+
In Ja'fari jurisprudence, there are eight secondary pillars, known as Furu' ad-Din, which are as follows:[166]
|
168 |
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|
169 |
+
According to Twelvers, defining and interpretation of Islamic jurisprudence is the responsibility of Muhammad and the twelve Imams. As the 12th Imam is in occultation, it is the duty of clerics to refer to the Islamic literature such as the Quran and hadith and identify legal decisions within the confines of Islamic law to provide means to deal with current issues from an Islamic perspective. In other words, Twelver clerics provide Guardianship of the Islamic Jurisprudence, which was defined by Muhammad and his twelve successors. This process is known as Ijtihad and the clerics are known as Marja', meaning reference. The labels Allamah and Ayatollah are in use for Twelver clerics.
|
170 |
+
|
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+
Zaidiyya, Zaidism or Zaydi is a Shia school named after Zayd ibn Ali. Followers of the Zaidi fiqh are called Zaidis (or occasionally Fivers). However, there is also a group called Zaidi Wasītīs who are Twelvers (see below). Zaidis constitute roughly 42–47% of the population of Yemen.[167][168]
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The Zaydis, Twelvers, and Ismailis all recognize the same first four Imams; however, the Zaidis consider Zayd ibn Ali as the fifth. After the time of Zayd ibn Ali, the Zaidis believed that any descendant of Hasan ibn Ali or Hussein ibn Ali could be imam after fulfilling certain conditions.[169] Other well-known Zaidi Imams in history were Yahya ibn Zayd, Muhammad al-Nafs al-Zakiyya and Ibrahim ibn Abdullah.
|
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The Zaidi doctrine of Imamah does not presuppose the infallibility of the imam nor that the Imams receive divine guidance. Zaidis also do not believe that the Imamate must pass from father to son but believe it can be held by any Sayyid descended from either Hasan ibn Ali or Hussein ibn Ali (as was the case after the death of Hasan ibn Ali). Historically, Zaidis held that Zayd was the rightful successor of the 4th imam since he led a rebellion against the Umayyads in protest of their tyranny and corruption. Muhammad al-Baqir did not engage in political action, and the followers of Zayd believed that a true imam must fight against corrupt rulers.
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In matters of Islamic jurisprudence, the Zaydis follow Zayd ibn Ali's teachings which are documented in his book Majmu'l Fiqh (in Arabic: مجموع الفِقه). Al-Hadi ila'l-Haqq Yahya, founder of the Zaydi state in Yemen, is seen as the codifier of Zaydi fiqh and as such most Zaydis today are known as Hadawis.
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The Idrisids (Arabic: الأدارسة) were Arab[170] Zaydi Shia[171][172][173][174][175][176] dynasty in the western Maghreb ruling from 788 to 985 CE, named after its first sultan, Idris I.
|
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+
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+
A Zaydi state was established in Gilan, Deylaman and Tabaristan (northern Iran) in 864 CE by the Alavids;[177] it lasted until the death of its leader at the hand of the Samanids in 928 CE. Roughly forty years later the state was revived in Gilan and survived under Hasanid leaders until 1126 CE. Afterwards, from the 12th to 13th centuries, the Zaydis of Deylaman, Gilan and Tabaristan then acknowledged the Zaydi Imams of Yemen or rival Zaydi Imams within Iran.[178]
|
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The Buyids were initially Zaidi[179] as were the Banu Ukhaidhir rulers of al-Yamama in the 9th and 10th centuries.[180] The leader of the Zaydi community took the title of Caliph. As such, the ruler of Yemen was known as the Caliph, al-Hadi Yahya bin al-Hussain bin al-Qasim ar-Rassi Rassids (a descendant of Hasan ibn Ali the son of Ali) who, at Sa'dah, in 893–7 CE, founded the Zaydi Imamate, and this system continued until the middle of the 20th century, when the revolution of 1962 CE deposed the Zaydi Imam. The founding Zaidism of Yemen was of the Jarudiyya group; however, with increasing interaction with Hanafi and Shafi'i rites of Sunni Islam, there was a shift from the Jarudiyya group to the Sulaimaniyya, Tabiriyya, Butriyya or Salihiyya groups.[181] Zaidis form the second dominant religious group in Yemen. Currently, they constitute about 40–45% of the population in Yemen. Ja'faris and Isma'ilis are 2–5%.[182] In Saudi Arabia, it is estimated that there are over 1 million Zaydis (primarily in the western provinces).
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Currently the most prominent Zaydi movement is the Houthis movement, known by the name of Shabab Al Mu'mineen (Believing Youth) or AnsarAllah (Partisans of God). In 2014–2015 Houthis took over the government in Sana'a, which led to the fall of the Saudi Arabian-backed government of Abd Rabbuh Mansur Hadi.[183] Houthis and their allies gained control of a significant part of Yemen's territory and were resisting the Saudi Arabian-led intervention in Yemen seeking to restore Hadi in power. Both the Houthis and the Saudi Arabian-led coalition were being attacked by the Islamic State of Iraq and the Levant.[184][185]
|
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Ismailis gain their name from their acceptance of Isma'il ibn Jafar as the divinely appointed spiritual successor (Imam) to Ja'far al-Sadiq, wherein they differ from the Twelvers, who accept Musa al-Kadhim, younger brother of Isma'il, as the true Imam.
|
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+
After the death or Occultation of Muhammad ibn Ismaill in the 8th century, the teachings of Ismailism further transformed into the belief system as it is known today, with an explicit concentration on the deeper, esoteric meaning (bāṭin) of the faith. With the eventual development of Twelverism into the more literalistic (zahir) oriented Akhbari and later Usuli schools of thought, Shi'ism developed in two separate directions: the metaphorical Ismailli group focusing on the mystical path and nature of God and the divine manifestation in the personage of the "Imam of the Time" as the "Face of God", with the more literalistic Twelver group focusing on divine law (sharī'ah) and the deeds and sayings (sunnah) of Muhammad and his successors (the Ahlu l-Bayt), who as A'immah were guides and a light to God.[186]
|
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|
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Though there are several sub-groupings within the Ismailis, the term in today's vernacular generally refers to the Shia Imami Ismaili Muslim (Nizari community), generally known as the Ismailis, who are followers of the Aga Khan and the largest group among the Ismailiyyah. Another community which falls under the Isma'il's are the Dawoodi Bohras, led by a Da'i al-Mutlaq as representative of a hidden imam. While there are many other branches with extremely differing exterior practices, much of the spiritual theology has remained the same since the days of the faith's early Imams. In recent centuries Ismailis have largely been an Indo-Iranian community,[187] but they are found in India, Pakistan, Syria, Palestine, Saudi Arabia,[188] Yemen, China,[189] Jordan, Uzbekistan, Tajikistan, Afghanistan, East Africa and South Africa, and have in recent years emigrated to Europe, Australia, New Zealand, and North America.[190]
|
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After the death of Isma'il ibn Jafar, many Ismailis believed that one day the messianic Mahdi, whom they believed to be Muhammad ibn Ismail, would return and establish an age of justice. One group included the violent Qarmatians, who had a stronghold in Bahrain. In contrast, some Ismailis believed the Imamate did continue, and that the Imams were in occultation and still communicated and taught their followers through a network of dawah "Missionaries".
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+
In 909, Abdullah al-Mahdi Billah, a claimant to the Ismaili Imamate, established the Fatimid Caliphate. During this period, three lineages of imams formed. The first branch, known today as the Druze, began with Al-Hakim bi-Amr Allah. Born in 386 AH (985), he ascended as ruler at the age of eleven. The typical religiously tolerant Fatimid Empire saw much persecution under his reign. When in 411 AH (1021) his mule returned without him, soaked in blood, a religious group that was forming in his lifetime broke off from mainstream Ismailism and did not acknowledge his successor. Later to be known as the Druze, they believe al-Hakim to be the incarnation of God and the prophesied Mahdi who would one day return and bring justice to the world.[191] The faith further split from Ismailism as it developed very unusual doctrines which often class it separately from both Ismailiyyah and Islam.
|
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+
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+
The second split occurred following the death of Ma'ad al-Mustansir Billah in 487 AH (1094). His rule was the longest of any caliph in any Islamic empire. Upon his passing away, his sons, Nizar the older, and Al-Musta'li, the younger, fought for political and spiritual control of the dynasty. Nizar was defeated and jailed, but according to Nizari tradition, his son escaped to Alamut, where the Iranian Ismaili had accepted his claim.[192] From here on, the Nizari Ismaili community has continued with a present, living Imam.
|
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+
The Mustaali line split again between the Taiyabi (Dawoodi Bohra is its main branch) and the Hafizi. The former claim that At-Tayyib Abi l-Qasim (son of Al-Amir bi-Ahkami l-Lah) and the imams following him went into a period of anonymity (Dawr-e-Satr) and appointed a Da'i al-Mutlaq to guide the community, in a similar manner as the Ismaili had lived after the death of Muhammad ibn Ismail. The latter (Hafizi) claimed that the ruling Fatimid Caliph was the Imam, and they died out with the fall of the Fatimid Empire.
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+
Ismailis have categorized their practices which are known as seven pillars:
|
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+
The Shahada (profession of faith) of the Shia differs from that of Sunnis due to mention of Ali.[193]
|
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+
The Nizaris place importance on a scholarly institution because of the existence of a present Imam. The Imam of the Age defines the jurisprudence, and his guidance may differ with Imams previous to him because of different times and circumstances. For Nizari Ismailis, the Imam is Karim al-Husayni Aga Khan IV. The Nizari line of Imams has continued to this day as an unending line.
|
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+
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+
Divine leadership has continued in the Bohra branch through the institution of the "Unrestricted Missionary" Dai. According to Bohra tradition, before the last Imam, At-Tayyib Abi l-Qasim, went into seclusion, his father, the 20th Al-Amir bi-Ahkami l-Lah, had instructed Al-Hurra Al-Malika the Malika (Queen consort) in Yemen to appoint a vicegerent after the seclusion—the Unrestricted Missionary, who as the Imam's vicegerent has full authority to govern the community in all matters both spiritual and temporal while the lineage of Mustaali-Tayyibi Imams remains in seclusion (Dawr-e-Satr). The three branches of the Mustaali, the Alavi Bohra, Sulaimani Bohra and Dawoodi Bohra, differ on who the current Unrestricted Missionary is.
|
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+
According to Allameh Muzaffar God gives humans the faculty of reason and argument. Also, God orders humans to spend time thinking carefully on creation while he refers to all creations as his signs of power and glory. These signs encompass all of the universe. Furthermore, there is a similarity between humans as the little world and the universe as the large world. God does not accept the faith of those who follow him without thinking and only with imitation, but also God blames them for such actions.
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In other words, humans have to think about the universe with reason and intellect, a faculty bestowed on us by God. Since there is more insistence on the faculty of intellect among Shia, even evaluating the claims of someone who claims prophecy is on the basis of intellect.[194][195]
|
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Praying or Duʼa in Shia has an important place as Muhammad described it as a weapon of the believer. In fact, Duʼa considered as something that is a feature of Shia community in a sense. Performing Duʼa in Shia has a special ritual. Because of this, there are many books written on the conditions of praying among Shia. Most of adʼayieh transferred from Muhammad's household and then by many books in which we can observe the authentic teachings of Muhammad and his household according to Shia. The leaderships of Shia always invited their followers to recite Duʼa. For instance, Ali has considered with the subject of Duʼa because of his leadership in monotheism.[196][197]
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Sunni theological traditions
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Theology of Twelvers5
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Other Shia concepts of Aqidah
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Shia Islam or Shi'ism is one of the two main branches of Islam. It holds that the Islamic prophet Muhammad designated Ali ibn Abi Talib as his successor and the Imam (leader) after him,[1] most notably at the event of Ghadir Khumm, but was prevented from the caliphate as a result of the incident of Saqifah. This view primarily contrasts with that of Sunni Islam, whose adherents believe that Muhammad did not appoint a successor and consider Abu Bakr, who was appointed caliph by a group of Muslims at Saqifah, to be the first rightful caliph after Muhammad.[2] A person observing Shia Islam is called a Shi'ite.
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Shia Islam is based on Muhammad's hadith (Ghadir Khumm).[3][4] Shia consider Ali to have been divinely appointed as the successor to Muhammad, and as the first Imam. The Shia also extend this Imammah to Muhammad's family, the Ahl al-Bayt ("the people/family of the House"),[5] and some individuals among his descendants, known as Imams, who they believe possess special spiritual and political authority over the community, infallibility and other divinely ordained traits.[6] Although there are many Shia subsects, modern Shia Islam has been divided into two main groupings: Twelvers and Ismailis, with Twelver Shia being the largest and most influential group among Shia.[7][8][9]
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Shia Islam is the second largest branch of Islam: as of the late 2000s, Shia Muslims constituted 10–15% of all Muslims.[10] Twelver Shia is the largest branch of Shia Islam,[11] with 2012 estimates saying that 85% of Shias were Twelvers.[12]
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Collectively, adherents of Shi'i Islam are called the Shīʿah (شِيعَة; /ˈʃiːə/), which is short for Shīʿatu ʿAlī (شِيعَة عَلِيّ; /ˈʃiːʕatu ˈʕaliː/) meaning "followers of Ali", "faction of Ali", or "party of Ali";[13][14] Shīʿī (شِيعِيّ) denotes both the singular noun and the adjective form, while Shīyāʿ (شِيَاع) refers to the plural noun.[15] Shiʻa, Shia, Shiʻism/Shiʻite or Shiism/Shiite are the forms used in English, for adherents, mosques, and things associated with the religion.[16][17]
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The term was first used during Muhammad's life.[18] At present, the word refers to the Muslims who believe that the leadership of the community after Muhammad belongs to Ali and his successors. Nawbakhti states that the term Shia refers to a group of Muslims that at the time of Muhammad and after him regarded Ali as the Imam and Caliph.[19] Al-Shahrastani expresses that the term Shia refers to those who believe that Ali is designated as the Heir, Imam and caliph by Muhammad[20] and that Ali's authority is maintained through his descendants.[21] For the Shia, this conviction is implicit in the Quran and the history of Islam. Shia scholars emphasize that the notion of authority is linked to the family of the prophets as the verses 3:33,34 show: "Indeed, God chose Adam and Noah and the family of Abraham and the family of 'Imran over the worlds – (33) Descendants, some of them from others. And God is Hearing and Knowing. (34)"[22]
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Shia Muslims believe that just as a prophet is appointed by God alone, only God has the prerogative to appoint the successor to his prophet. They believe God chose Ali to be Muhammad's successor, infallible, the first caliph (khalifah, head of state) of Islam. The Shia believe that Muhammad designated Ali as his successor by God's command (Eid Al Ghadir).[23][24]
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Ali was Muhammad's first-cousin and closest living male relative as well as his son-in-law, having married Muhammad's daughter Fatimah.[25][26]
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Even during the time of Muhammad, there were signs of spilt among the companions with Salman al-Farsi, Abu Dharr al-Ghifari, Miqdad, and Ammar ibn Yasir amongst the most vehement and loyal supporters of Ali.[27][28]
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During the revelation of Ash-Shu'ara, the twenty-sixth Surah of the Quran, in c. 617,[29] Muhammad is said to have received instructions to warn his family members against adhering to their pre-Islamic religious practices. There are differing accounts of Muhammad's attempt to do this, with one version stating that he had invited his relatives to a meal (later termed the Feast of Dhul Asheera), during which he gave the pronouncement.[30] According to Ibn Ishaq, it consisted of the following speech:
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Allah has commanded me to invite you to His religion by saying: And warn thy nearest kinsfolk. I, therefore, warn you, and call upon you to testify that there is no god but Allah, and that I am His messenger. O ye sons of Abdul Muttalib, no one ever came to you before with anything better than what I have brought to you. By accepting it, your welfare will be assured in this world and in the Hereafter. Who among you will support me in carrying out this momentous duty? Who will share the burden of this work with me? Who will respond to my call? Who will become my vicegerent, my deputy and my wazir?[31]
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Among those gathered, only Ali offered his consent. Some sources, such as the Musnad Ahmad ibn Hanbal, do not record Muhammad's reaction to this, though Ibn Ishaq continues that he then declared Ali to be his brother, heir and successor.[32] In another narration, when Muhammad accepted Ali's offer, he "threw up his arms around the generous youth, and pressed him to his bosom" and said, "Behold my brother, my vizir, my vicegerent ... let all listen to his words, and obey him."[33]
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The direct appointment of Ali as heir in this version is notable by the fact it alleges that his right to succession was established at the very beginning of Muhammad's prophetic activity. The association with the revelation of a Quranic verse also serves the purpose of providing the nomination with authenticity as well as a divine authorisation.[34]
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The hadith of Ghadir Khumm has many different variations and is transmitted by both Sunni and Shia sources. The narrations generally state that in March 632, Muhammad, while returning from his Farewell Pilgrimage alongside a large number of followers and companions, stopped at the oasis of Ghadir Khumm. There, he took Ali's hand and addressed the gathering. The point of contention between different sects is when Muhammad, whilst giving his speech, gave the proclamation "Anyone who has me as his mawla, has Ali as his mawla." Some versions add the additional sentence "O God, befriend the friend of Ali and be the enemy of his enemy."[35]
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Mawla has a number of meanings in Arabic, with interpretations of Muhammad's use here being split along sectarian lines between the Sunni and Shia. Among the former group, the word is translated as "friend" or "one who is loyal/close" and that Muhammad was advocating that Ali was deserving of friendship and respect. Conversely, Shi'ites tend to view the meaning as being "master" or "ruler"[36] and that the statement was a clear designation of Ali being Muhammad's appointed successor. Shia sources also record further details of the event, such as stating that those present congratulated Ali and acclaimed him as Amir al-Mu'minin.[35]
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When Muhammad died in 632 CE, Ali and Muhammad's closest relatives made the funeral arrangements. While they were preparing his body, Abu Bakr, Umar, and Abu Ubaidah ibn al Jarrah met with the leaders of Medina and elected Abu Bakr as caliph. Ali did not accept the caliphate of Abu Bakr and refused to pledge allegiance to him. This is indicated in both Sunni and Shia sahih and authentic Hadith.
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Ibn Qutaybah, a 9th-century Sunni Islamic scholar narrates of Ali:
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I am the servant of God and the brother of the Messenger of God. I am thus more worthy of this office than you. I shall not give allegiance to you [Abu Bakr & Umar] when it is more proper for you to give bayʼah to me. You have seized this office from the Ansar using your tribal relationship to the Prophet as an argument against them. Would you then seize this office from us, the ahl al-bayt by force? Did you not claim before the Ansar that you were more worthy than they of the caliphate because Muhammad came from among you (but Muhammad was never from AbuBakr family) – and thus they gave you leadership and surrendered command? I now contend against you with the same argument…It is we who are more worthy of the Messenger of God, living or dead. Give us our due right if you truly have faith in God, or else bear the charge of wilfully doing wrong... Umar, I will not yield to your commands: I shall not pledge loyalty to him.' Ultimately Abu Bakr said, "O 'Ali! If you do not desire to give your bay'ah, I am not going to force you for the same.
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Ali's wife, and daughter of Muhammad, Fatimah, refused to pledge allegiance to Abu Bakr and remained angry with him until she died due to the issues of Fadak and her inheritance from her father and the situation of Umar at Fatimah's house. This is stated in sahih Sunni Hadith, Sahih Bukhari and Sahih Muslim. Fatimah did not at all pledge allegiance or acknowledge or accept the caliphate of Abu Bakr.[37] Almost all of Banu Hashim, Muhammad's clan and many of the sahaba, had supported Ali's cause after the demise of the prophet whilst others supported Abu Bakr.[38][39][40][41][42][43][44][45][46]
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It was not until the murder of the third caliph, Uthman, in 657 CE that the Muslims in Medina in desperation invited Ali to become the fourth caliph as the last source,[25] and he established his capital in Kufah in present-day Iraq.[13]
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Ali's rule over the early Muslim community was often contested, and wars were waged against him. As a result, he had to struggle to maintain his power against the groups who betrayed him after giving allegiance to his succession, or those who wished to take his position. This dispute eventually led to the First Fitna, which was the first major civil war within the Islamic Caliphate. The Fitna began as a series of revolts fought against Ali ibn Abi Talib, caused by the assassination of his political predecessor, Uthman ibn Affan. While the rebels who accused Uthman of prejudice[clarification needed] affirmed Ali's khilafa (caliph-hood), they later turned against him and fought him.[25] Ali ruled from 656 CE to 661 CE,[25] when he was assassinated[26] while prostrating in prayer (sujud). Ali's main rival Muawiyah then claimed the caliphate.[47]
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Upon the death of Ali, his elder son Hasan became leader of the Muslims of Kufa, and after a series of skirmishes between the Kufa Muslims and the army of Muawiyah, Hasan agreed to cede the caliphate to Muawiyah and maintain peace among Muslims upon certain conditions:[48][49]
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Hasan then retired to Medina, where in 670 CE he was poisoned by his wife Ja'da bint al-Ash'ath ibn Qays, after being secretly contacted by Muawiyah who wished to pass the caliphate to his own son Yazid and saw Hasan as an obstacle.[citation needed]
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Husayn, Ali's younger son and brother to Hasan, initially resisted calls to lead the Muslims against Muawiyah and reclaim the caliphate. In 680 CE, Muawiyah died and passed the caliphate to his son Yazid, and breaking the treaty with Hasan ibn Ali. Yazid asked Husayn to swear allegiance (bay'ah) to him. Ali's faction, having expected the caliphate to return to Ali's line upon Muawiyah's death, saw this as a betrayal of the peace treaty and so Husayn rejected this request for allegiance. There was a groundswell of support in Kufa for Husayn to return there and take his position as caliph and imam, so Husayn collected his family and followers in Medina and set off for Kufa. En route to Kufa, he was blocked by an army of Yazid's men (which included people from Kufa) near Karbala (modern Iraq), and Husayn and approximately 72 of his family and followers were killed in the Battle of Karbala.
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The Shia regard Husayn as a martyr (shahid), and count him as an Imam from the Ahl al-Bayt. They view Husayn as the defender of Islam from annihilation at the hands of Yazid I. Husayn is the last imam following Ali whom all Shiah sub-branches mutually recognize.[50] The Battle of Karbala is often cited as the definitive break between the Shia and Sunni sects of Islam, and is commemorated each year by Shiah Muslims on the Day of Ashura.
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Later most of the Shia, including Twelver and Ismaili, became Imamis. Imami Shia believe that Imams are the spiritual and political successors to Muhammad.[citation needed] Imams are human individuals who not only rule over the community with justice, but also are able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and must be chosen by divine decree, or nass, through Muhammad.[52][53]
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According to this view, there is always an Imam of the Age, who is the divinely appointed authority on all matters of faith and law in the Muslim community. Ali was the first imam of this line, the rightful successor to Muhammad, followed by male descendants of Muhammad through his daughter Fatimah.[citation needed]
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This difference between following either the Ahl al-Bayt (Muhammad's family and descendants) or Caliph Abu Bakr has shaped Shia and non-Shia views on some of the Quranic verses, the hadith (narrations from Muhammad) and other areas of Islam. For instance, the collection of hadith venerated by Shia Muslims is centered on narrations by members of the Ahl al-Bayt and their supporters, while some hadith by narrators not belonging to or supporting the Ahl al-Bayt are not included. Those of Abu Hurairah, for example, Ibn Asakir in his Ta'rikh Kabir and Muttaqi in his Kanzu'l-Umma report that Caliph Umar lashed him, rebuked him and forbade him to narrate hadith from Muhammad. Umar said: "Because you narrate hadith in large numbers from the Holy Prophet, you are fit only for attributing lies to him. (That is, one expects a wicked man like you to utter only lies about the Holy Prophet.) So you must stop narrating hadith from the Prophet; otherwise, I will send you to the land of Dus." (A clan in Yemen, to which Abu Huraira belonged.) According to Sunnis, Ali was the fourth successor to Abu Bakr, while the Shia maintain that Ali was the first divinely sanctioned "Imam", or successor of Muhammad. The seminal event in Shia history is the martyrdom in 680 CE at the Battle of Karbala of Ali's son Hussein ibn Ali, who led a non-allegiance movement against the defiant caliph (71 of Hussein's followers were killed as well).
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It is believed in Twelver and Ismaili Shia Islam that 'aql, divine wisdom, was the source of the souls of the prophets and imams and gave them esoteric knowledge called ḥikmah and that their sufferings were a means of divine grace to their devotees.[54][55] Although the imam was not the recipient of a divine revelation, he had a close relationship with God, through which God guides him, and the imam, in turn, guides the people. Imamate, or belief in the divine guide, is a fundamental belief in the Twelver and Ismaili Shia branches and is based on the concept that God would not leave humanity without access to divine guidance.[56]
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The Mahdi is the prophesied redeemer of Islam who will rule for seven, nine or nineteen years (according to differing interpretations) before the Day of Judgment and will rid the world of evil. According to Islamic tradition, the Mahdi's tenure will coincide with the Second Coming of Jesus Christ (Isa), who is to assist the Mahdi against the Masih ad-Dajjal (literally, the "false Messiah" or Antichrist). Jesus, who is considered the Masih (Messiah) in Islam, will descend at the point of a white arcade, east of Damascus, dressed in yellow robes with his head anointed. He will then join the Mahdi in his war against the Dajjal, where Mahdi slay Dajjal and unite mankind.
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Historians dispute the origin of Shia Islam, with many Western scholars positing that Shiism began as a political faction rather than a truly religious movement.[57][58] Other scholars disagree, considering this concept of religious-political separation to be an anachronistic application of a Western concept.[59]
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In the century following the Battle of Karbala (680 CE), as various Shia-affiliated groups diffused in the emerging Islamic world, several nations arose based on a Shia leadership or population.
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A major turning point in Shia history was the Safavid dynasty (1501–1736) in Persia. This caused a number of changes in the Muslim world:
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With the fall of the Safavids, the state in Persia—including the state system of courts with government-appointed judges (qadis)—became much weaker. This gave the Sharia courts of mujtahids an opportunity to fill the legal vacuum and enabled the ulama to assert their judicial authority. The Usuli School also increased in strength at this time.[70]
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The declaration of Shiism as the state religion of the Safavid dynasty in Persia.
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Monument commemorating the Battle of Chaldiran, where more than 7000 Muslims of Shia and Sunni sects were killed in battle.
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Battle of Chaldiran in 1514, was a major sectarian crisis in the Middle East.
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The Shia Islamic faith is vast and inclusive of many different groups.[13] Shia theological beliefs and religious practises, such as prayers, slightly differ from the Sunnis'. While all Muslims pray five times daily, Shias have the option of combining Dhuhr with Asr and Maghrib with Isha', as there are three distinct times mentioned in the Quran. The Sunnis tend to combine only under certain circumstances.[71][72] Shia Islam embodies a completely independent system of religious interpretation and political authority in the Muslim world.[73][74] The original Shia identity referred to the followers of Imam Ali,[75] and Shia theology was formulated in the 2nd century AH, or after Hijra (8th century CE).[76] The first Shia governments and societies were established by the end of the 3rd century AH/9th century CE. The 4th century AH /10th century CE has been referred to by Louis Massignon as "the Shiite Ismaili century in the history of Islam".[77]
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The Shia believe that the status of Ali is supported by numerous hadith, including the Hadith of the pond of Khumm, Hadith of the two weighty things, Hadith of the pen and paper, Hadith of the invitation of the close families, and Hadith of the Twelve Successors. In particular, the Hadith of the Cloak is often quoted to illustrate Muhammad's feeling towards Ali and his family by both Sunni and Shia scholars. Shias prefer hadith attributed to the Ahl al-Bayt and close associates, and have their own separate collection of hadiths.[78][79]
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The Shia version of the Shahada, the Islamic profession of faith, differs from that of the Sunni. The Sunni Shahada states There is no god except God, Muhammad is the messenger of God, but to this the Shia append Ali is the Wali (custodian) of God, علي ولي الله. This phrase embodies the Shia emphasis on the inheritance of authority through Muhammad's lineage. The three clauses of the Shia Shahada thus address tawhid (the unity of God), nubuwwah (the prophethood of Muhammad), and imamah (imamate, the leadership of the faith).
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The basis of Ali as the "wali" is taken from a specific verse of the quran
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.[80] A more detailed discussion of this verse is available.[81][circular reference]
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Ismah is the concept of infallibility or "divinely bestowed freedom from error and sin" in Islam.[82] Muslims believe that Muhammad and other prophets in Islam possessed ismah. Twelver and Ismaili Shia Muslims also attribute the quality to Imams as well as to Fatimah, daughter of Muhammad, in contrast to the Zaidi, who do not attribute 'ismah to the Imams.[83] Though initially beginning as a political movement, infallibility and sinlessness of the imams later evolved as a distinct belief of (non-Zaidi) Shiism.[84]
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According to Shia theologians, infallibility is considered a rational necessary precondition for spiritual and religious guidance. They argue that since God has commanded absolute obedience from these figures they must only order that which is right. The state of infallibility is based on the Shia interpretation of the verse of purification.[85][86] Thus, they are the most pure ones, the only immaculate ones preserved from, and immune to, all uncleanness.[87] It does not mean that supernatural powers prevent them from committing a sin, but due to the fact that they have absolute belief in God, they refrain from doing anything that is a sin.[88]
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They also have a complete knowledge of God's will. They are in possession of all knowledge brought by the angels to the prophets (nabi) and the messengers (rasul). Their knowledge encompasses the totality of all times. They thus act without fault in religious matters.[89] Shias regard Ali as the successor of Muhammad not only ruling over the community in justice, but also interpreting Islamic practices and its esoteric meaning. Hence he was regarded as being free from error and sin (infallible), and appointed by God by divine decree (nass) to be the first Imam.[90] Ali is known as "perfect man" (al-insan al-kamil) similar to Muhammad, according to Shia viewpoint.[91]
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The Occultation is a belief in some forms of Shia Islam that a messianic figure, a hidden imam known as the Mahdi, will one day return and fill the world with justice. According to the Twelver Shia, the main goal of Mahdi will be to establish an Islamic state and to apply Islamic laws that were revealed to Muhammad. The Quran does not have the verses on Imamate, which is the basic doctrine of Shia Islam.[92]
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Some Shia, such as the Zaidi and Nizari Ismaili, do not believe in the idea of the Occultation. The groups which do believe in it differ as to which lineage of the Imamate is valid, and therefore which individual has gone into occultation. They believe there are many signs that will indicate the time of his return.
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Twelver Shia Muslims believe that the Mahdi (the twelfth imam, Muhammad al-Mahdi) is already on Earth, is in occultation and will return at the end of time. Fatimid/ Bohra/ Dawoodi Bohra believe the same but for their 21st Tayyib, whereas Sunnis believe the future Mahdi has not yet arrived on Earth.[93]
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It is believed that the armaments and sacred items of all of the Prophets, including Muhammad, were handed down in succession to the Imams of Ahl al-Bayt. In Kitab al-Kafi, Ja'far al-Sadiq mentions that "with me are the arms of the Messenger of Allah. It is not disputable."[94]
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Further, he claims that with him is the sword of the Messenger of God, his coat of arms, his Lamam (pennon) and his helmet. In addition, he mentions that with him is the flag of the Messenger of God, the victorious. With him is the Staff of Moses, the ring of Solomon, son of David, and the tray on which Moses used to offer his offerings. With him is the name that whenever the Messenger of God would place it between the Muslims and pagans no arrow from the pagans would reach the Muslims. With him is the similar object that angels brought.[94]
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Al-Sadiq also narrates that the passing down of armaments is synonymous to receiving the Imamat (leadership), similar to how the Ark in the house of the Israelites signaled prophet-hood.[94]
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Imam Ali al-Ridha narrates that wherever the armaments among us would go, knowledge would also follow and the armaments would never depart from those with knowledge (Imamat).[94]
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According to Shia Muslims, one of the lingering problems in estimating Shia population is that unless Shia form a significant minority in a Muslim country, the entire population is often listed as Sunni. The reverse, however, has not held true, which may contribute to imprecise estimates of the size of each sect. For example, the 1926 rise of the House of Saud in Arabia brought official discrimination against Shia.[96] Shiites are estimated to be 21% of the Muslim population in South Asia, although the total number is difficult to estimate due to that reason.[97]
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It is estimated that 15%[98][99][100][101] of the world's Muslims are Shia. They may number up to 200 million as of 2009.[100]
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Shias form a majority of the population in Azerbaijan, Bahrain, Iran, and Iraq,[102][103] as well as a plurality in Lebanon. Shias constitute 36.3% of the entire population (and 38.6% of the Muslim population) of the Middle East.[104]
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Shia Muslims constitute 27-35% of the population in Lebanon, and as per some estimates from 35%[102][105] to over 35–40% of the population in Yemen,[106] 30%–35% of the citizen population in Kuwait (no figures exist for the non-citizen population),[107][108] over 20% in Turkey,[100][109] 5–20% of the population in Pakistan,[110][100] and 10–19% of Afghanistan's population.[111][112]
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Saudi Arabia hosts a number of distinct Shia communities, including the Twelver Baharna in the Eastern Province and Nakhawila of Medina, and the Ismaili Sulaymani and Zaidiyyah of Najran. Estimations put the number of Shiite citizens at 2–4 million, accounting for roughly 15% of the local population.[113][better source needed]
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Significant Shia communities exist in the coastal regions of West Sumatra and Aceh in Indonesia (see Tabuik).[114] The Shia presence is negligible elsewhere in Southeast Asia, where Muslims are predominantly Shafi'i Sunnis.
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A significant Shia minority is present in Nigeria, made up of modern-era converts to a Shia movement centered around Kano and Sokoto states.[100][101][115] Several African countries like Kenya,[116] South Africa,[117] Somalia,[118] etc. hold small minority populations of various Shia denominations, primarily descendants of immigrants from South Asia during the colonial period, such as the Khoja.[119]
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Distribution of global Shia Muslim population among the continents
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Figures indicated in the first three columns below are based on the October 2009 demographic study by the Pew Research Center report, Mapping the Global Muslim Population.[100][101]
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128 |
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The history of Sunni-Shia relations has often involved violence, dating back to the earliest development of the two competing sects.
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At various times Shia groups have faced persecution.[133][134][135][136][137][138]
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Militarily established and holding control over the Umayyad government, many Sunni rulers perceived the Shia as a threat—to both their political and their religious authority.[139] The Sunni rulers under the Umayyads sought to marginalize the Shia minority, and later the Abbasids turned on their Shia allies and imprisoned, persecuted, and killed them. The persecution of the Shia throughout history by Sunni co-religionists has often been characterized by brutal and genocidal acts. Comprising only about 10–15% of the entire Muslim population, the Shia remain a marginalized community to this day in many Sunni Arab dominant countries without the rights to practice their religion and organize.[140]
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In 1514 the Ottoman sultan, Selim I, ordered the massacre of 40,000 Anatolian Shia.[141] According to Jalal Al-e-Ahmad, "Sultan Selim I carried things so far that he announced that the killing of one Shiite had as much otherworldly reward as killing 70 Christians."[142]
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In 1801 the Al Saud-Wahhabi armies attacked and sacked Karbala, the Shia shrine in eastern Iraq that commemorates the death of Husayn.[143]
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137 |
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Under Saddam Hussein's regime, 1968 to 2003, in Iraq, Shia Muslims were heavily arrested, tortured and killed.[144]
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138 |
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In March 2011, the Malaysian government declared the Shia a "deviant" sect and banned Shia from promoting their faith to other Muslims, but left them free to practice it themselves privately.[145][146]
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140 |
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141 |
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Shias celebrate the following annual holidays:
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142 |
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The four holiest sites to Muslims are Mecca (Al-Haram Mosque), Medina (Al-Nabbawi Mosque), Jerusalem (Al-Aqsa Mosque), and Kufa (Kufa Mosque). In addition for Shias, the Imam Husayn Shrine, Al Abbas Mosque in Karbala, and Imam Ali Mosque in Najaf are also highly revered.
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Other venerated sites include Wadi-us-Salaam cemetery in Najaf, Al-Baqi' cemetery in Medina, Imam Reza shrine in Mashhad, Kadhimiya Mosque in Kadhimiya, Al-Askari Mosque in Samarra, Sahla Mosque and Great Mosque of Kufa in Kufa and several other sites in the cities of Qom, Susa and Damascus.
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Most of the Shia holy places in Saudi Arabia have been destroyed by the warriors of the Ikhwan, the most notable being the tombs of the Imams in the Al-Baqi' cemetery in 1925.[151] In 2006, a bomb destroyed the shrine of Al-Askari Mosque.[152]
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|
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The Shia belief throughout its history split over the issue of the Imamate. The largest branch are the Twelvers, followed by the Zaidi, and the Ismaili. All three groups follow a different line of Imamate.
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+
Twelver Shia or the Ithnā'ashariyyah' is the largest branch of Shia Islam, and the term Shia Muslim often refers to the Twelvers by default. The term Twelver is derived from the doctrine of believing in twelve divinely ordained leaders, known as The Twelve Imams. Twelver Shia are also known as Imami or Ja'fari, originated from the name of the 6th Imam, Ja'far al-Sadiq, who elaborated the Twelver jurisprudence.[153]
|
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|
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Twelvers constitute the majority of the population in Iran (90%),[154] Azerbaijan (85%),[13][155] Bahrain (70%), Iraq (65%), Lebanon (65% of Muslims).[156][157][158]
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|
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+
Twelver doctrine is based on five principles.[159] These five principles known as Usul ad-Din are as follow:[160][161]
|
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+
|
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+
More specifically, these principles are known as Usul al-Madhhab (principles of the Shia sect) according to Twelver Shias which differ from Daruriyat al-Din (Necessities of Religion) which are principles in order for one to be a Muslim. The Necessities of Religion do not include Leadership (Imamah) as it is not a requirement in order for one to be recognized as a Muslim. However, this category, according to Twelver scholars like Ayatollah al-Khoei, does include belief in God, Prophethood, the Day of Resurrection and other "necessities" (like belief in angels). In this regard, Twelver Shias draw a distinction in terms of believing in the main principles of Islam on the one hand, and specifically Shia doctrines like Imamah on the other.
|
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|
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Besides the Quran which is common to all Muslims, the Shia derive guidance from books of traditions ("ḥadīth") attributed to Muhammad and the Twelve Imams. Below is a list of some of the most prominent of these books:
|
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+
|
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The Twelve Imams are the spiritual and political successors to Muhammad for the Twelvers.[citation needed] According to the theology of Twelvers, the successor of Muhammad is an infallible human individual who not only rules over the community with justice but also is able to keep and interpret the divine law and its esoteric meaning. The words and deeds of Muhammad and the imams are a guide and model for the community to follow; as a result, they must be free from error and sin, and Imams must be chosen by divine decree, or nass, through Muhammad.[52][53] Each imam was the son of the previous imam, with the exception of Hussein ibn Ali, who was the brother of Hasan ibn Ali.[citation needed] The twelfth and final imam is Muhammad al-Mahdi, who is believed by the Twelvers to be currently alive and in occultation.[56]
|
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|
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The Twelver jurisprudence is called Ja'fari jurisprudence. In this jurisprudence Sunnah is considered to be the oral traditions of Muhammad and their implementation and interpretation by the twelve Imams. There are three schools of Ja'fari jurisprudence: Usuli, Akhbari, and Shaykhi. The Usuli school is by far the largest of the three. Twelver groups that do not follow Ja'fari jurisprudence include Alevi, Bektashi, and Qizilbash.
|
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+
|
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+
The five primary pillars of Islam to the Ja'fari jurisprudence, known as Usul' ad-Din. They are at variance with the standard Sunni "five pillars of religion." The Shia's primary "pillars" are:
|
166 |
+
|
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+
In Ja'fari jurisprudence, there are eight secondary pillars, known as Furu' ad-Din, which are as follows:[166]
|
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|
169 |
+
According to Twelvers, defining and interpretation of Islamic jurisprudence is the responsibility of Muhammad and the twelve Imams. As the 12th Imam is in occultation, it is the duty of clerics to refer to the Islamic literature such as the Quran and hadith and identify legal decisions within the confines of Islamic law to provide means to deal with current issues from an Islamic perspective. In other words, Twelver clerics provide Guardianship of the Islamic Jurisprudence, which was defined by Muhammad and his twelve successors. This process is known as Ijtihad and the clerics are known as Marja', meaning reference. The labels Allamah and Ayatollah are in use for Twelver clerics.
|
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|
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Zaidiyya, Zaidism or Zaydi is a Shia school named after Zayd ibn Ali. Followers of the Zaidi fiqh are called Zaidis (or occasionally Fivers). However, there is also a group called Zaidi Wasītīs who are Twelvers (see below). Zaidis constitute roughly 42–47% of the population of Yemen.[167][168]
|
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|
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The Zaydis, Twelvers, and Ismailis all recognize the same first four Imams; however, the Zaidis consider Zayd ibn Ali as the fifth. After the time of Zayd ibn Ali, the Zaidis believed that any descendant of Hasan ibn Ali or Hussein ibn Ali could be imam after fulfilling certain conditions.[169] Other well-known Zaidi Imams in history were Yahya ibn Zayd, Muhammad al-Nafs al-Zakiyya and Ibrahim ibn Abdullah.
|
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The Zaidi doctrine of Imamah does not presuppose the infallibility of the imam nor that the Imams receive divine guidance. Zaidis also do not believe that the Imamate must pass from father to son but believe it can be held by any Sayyid descended from either Hasan ibn Ali or Hussein ibn Ali (as was the case after the death of Hasan ibn Ali). Historically, Zaidis held that Zayd was the rightful successor of the 4th imam since he led a rebellion against the Umayyads in protest of their tyranny and corruption. Muhammad al-Baqir did not engage in political action, and the followers of Zayd believed that a true imam must fight against corrupt rulers.
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In matters of Islamic jurisprudence, the Zaydis follow Zayd ibn Ali's teachings which are documented in his book Majmu'l Fiqh (in Arabic: مجموع الفِقه). Al-Hadi ila'l-Haqq Yahya, founder of the Zaydi state in Yemen, is seen as the codifier of Zaydi fiqh and as such most Zaydis today are known as Hadawis.
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The Idrisids (Arabic: الأدارسة) were Arab[170] Zaydi Shia[171][172][173][174][175][176] dynasty in the western Maghreb ruling from 788 to 985 CE, named after its first sultan, Idris I.
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A Zaydi state was established in Gilan, Deylaman and Tabaristan (northern Iran) in 864 CE by the Alavids;[177] it lasted until the death of its leader at the hand of the Samanids in 928 CE. Roughly forty years later the state was revived in Gilan and survived under Hasanid leaders until 1126 CE. Afterwards, from the 12th to 13th centuries, the Zaydis of Deylaman, Gilan and Tabaristan then acknowledged the Zaydi Imams of Yemen or rival Zaydi Imams within Iran.[178]
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The Buyids were initially Zaidi[179] as were the Banu Ukhaidhir rulers of al-Yamama in the 9th and 10th centuries.[180] The leader of the Zaydi community took the title of Caliph. As such, the ruler of Yemen was known as the Caliph, al-Hadi Yahya bin al-Hussain bin al-Qasim ar-Rassi Rassids (a descendant of Hasan ibn Ali the son of Ali) who, at Sa'dah, in 893–7 CE, founded the Zaydi Imamate, and this system continued until the middle of the 20th century, when the revolution of 1962 CE deposed the Zaydi Imam. The founding Zaidism of Yemen was of the Jarudiyya group; however, with increasing interaction with Hanafi and Shafi'i rites of Sunni Islam, there was a shift from the Jarudiyya group to the Sulaimaniyya, Tabiriyya, Butriyya or Salihiyya groups.[181] Zaidis form the second dominant religious group in Yemen. Currently, they constitute about 40–45% of the population in Yemen. Ja'faris and Isma'ilis are 2–5%.[182] In Saudi Arabia, it is estimated that there are over 1 million Zaydis (primarily in the western provinces).
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Currently the most prominent Zaydi movement is the Houthis movement, known by the name of Shabab Al Mu'mineen (Believing Youth) or AnsarAllah (Partisans of God). In 2014–2015 Houthis took over the government in Sana'a, which led to the fall of the Saudi Arabian-backed government of Abd Rabbuh Mansur Hadi.[183] Houthis and their allies gained control of a significant part of Yemen's territory and were resisting the Saudi Arabian-led intervention in Yemen seeking to restore Hadi in power. Both the Houthis and the Saudi Arabian-led coalition were being attacked by the Islamic State of Iraq and the Levant.[184][185]
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Ismailis gain their name from their acceptance of Isma'il ibn Jafar as the divinely appointed spiritual successor (Imam) to Ja'far al-Sadiq, wherein they differ from the Twelvers, who accept Musa al-Kadhim, younger brother of Isma'il, as the true Imam.
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After the death or Occultation of Muhammad ibn Ismaill in the 8th century, the teachings of Ismailism further transformed into the belief system as it is known today, with an explicit concentration on the deeper, esoteric meaning (bāṭin) of the faith. With the eventual development of Twelverism into the more literalistic (zahir) oriented Akhbari and later Usuli schools of thought, Shi'ism developed in two separate directions: the metaphorical Ismailli group focusing on the mystical path and nature of God and the divine manifestation in the personage of the "Imam of the Time" as the "Face of God", with the more literalistic Twelver group focusing on divine law (sharī'ah) and the deeds and sayings (sunnah) of Muhammad and his successors (the Ahlu l-Bayt), who as A'immah were guides and a light to God.[186]
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Though there are several sub-groupings within the Ismailis, the term in today's vernacular generally refers to the Shia Imami Ismaili Muslim (Nizari community), generally known as the Ismailis, who are followers of the Aga Khan and the largest group among the Ismailiyyah. Another community which falls under the Isma'il's are the Dawoodi Bohras, led by a Da'i al-Mutlaq as representative of a hidden imam. While there are many other branches with extremely differing exterior practices, much of the spiritual theology has remained the same since the days of the faith's early Imams. In recent centuries Ismailis have largely been an Indo-Iranian community,[187] but they are found in India, Pakistan, Syria, Palestine, Saudi Arabia,[188] Yemen, China,[189] Jordan, Uzbekistan, Tajikistan, Afghanistan, East Africa and South Africa, and have in recent years emigrated to Europe, Australia, New Zealand, and North America.[190]
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After the death of Isma'il ibn Jafar, many Ismailis believed that one day the messianic Mahdi, whom they believed to be Muhammad ibn Ismail, would return and establish an age of justice. One group included the violent Qarmatians, who had a stronghold in Bahrain. In contrast, some Ismailis believed the Imamate did continue, and that the Imams were in occultation and still communicated and taught their followers through a network of dawah "Missionaries".
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In 909, Abdullah al-Mahdi Billah, a claimant to the Ismaili Imamate, established the Fatimid Caliphate. During this period, three lineages of imams formed. The first branch, known today as the Druze, began with Al-Hakim bi-Amr Allah. Born in 386 AH (985), he ascended as ruler at the age of eleven. The typical religiously tolerant Fatimid Empire saw much persecution under his reign. When in 411 AH (1021) his mule returned without him, soaked in blood, a religious group that was forming in his lifetime broke off from mainstream Ismailism and did not acknowledge his successor. Later to be known as the Druze, they believe al-Hakim to be the incarnation of God and the prophesied Mahdi who would one day return and bring justice to the world.[191] The faith further split from Ismailism as it developed very unusual doctrines which often class it separately from both Ismailiyyah and Islam.
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The second split occurred following the death of Ma'ad al-Mustansir Billah in 487 AH (1094). His rule was the longest of any caliph in any Islamic empire. Upon his passing away, his sons, Nizar the older, and Al-Musta'li, the younger, fought for political and spiritual control of the dynasty. Nizar was defeated and jailed, but according to Nizari tradition, his son escaped to Alamut, where the Iranian Ismaili had accepted his claim.[192] From here on, the Nizari Ismaili community has continued with a present, living Imam.
|
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+
The Mustaali line split again between the Taiyabi (Dawoodi Bohra is its main branch) and the Hafizi. The former claim that At-Tayyib Abi l-Qasim (son of Al-Amir bi-Ahkami l-Lah) and the imams following him went into a period of anonymity (Dawr-e-Satr) and appointed a Da'i al-Mutlaq to guide the community, in a similar manner as the Ismaili had lived after the death of Muhammad ibn Ismail. The latter (Hafizi) claimed that the ruling Fatimid Caliph was the Imam, and they died out with the fall of the Fatimid Empire.
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|
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Ismailis have categorized their practices which are known as seven pillars:
|
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|
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The Shahada (profession of faith) of the Shia differs from that of Sunnis due to mention of Ali.[193]
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The Nizaris place importance on a scholarly institution because of the existence of a present Imam. The Imam of the Age defines the jurisprudence, and his guidance may differ with Imams previous to him because of different times and circumstances. For Nizari Ismailis, the Imam is Karim al-Husayni Aga Khan IV. The Nizari line of Imams has continued to this day as an unending line.
|
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|
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Divine leadership has continued in the Bohra branch through the institution of the "Unrestricted Missionary" Dai. According to Bohra tradition, before the last Imam, At-Tayyib Abi l-Qasim, went into seclusion, his father, the 20th Al-Amir bi-Ahkami l-Lah, had instructed Al-Hurra Al-Malika the Malika (Queen consort) in Yemen to appoint a vicegerent after the seclusion—the Unrestricted Missionary, who as the Imam's vicegerent has full authority to govern the community in all matters both spiritual and temporal while the lineage of Mustaali-Tayyibi Imams remains in seclusion (Dawr-e-Satr). The three branches of the Mustaali, the Alavi Bohra, Sulaimani Bohra and Dawoodi Bohra, differ on who the current Unrestricted Missionary is.
|
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|
209 |
+
According to Allameh Muzaffar God gives humans the faculty of reason and argument. Also, God orders humans to spend time thinking carefully on creation while he refers to all creations as his signs of power and glory. These signs encompass all of the universe. Furthermore, there is a similarity between humans as the little world and the universe as the large world. God does not accept the faith of those who follow him without thinking and only with imitation, but also God blames them for such actions.
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In other words, humans have to think about the universe with reason and intellect, a faculty bestowed on us by God. Since there is more insistence on the faculty of intellect among Shia, even evaluating the claims of someone who claims prophecy is on the basis of intellect.[194][195]
|
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|
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Praying or Duʼa in Shia has an important place as Muhammad described it as a weapon of the believer. In fact, Duʼa considered as something that is a feature of Shia community in a sense. Performing Duʼa in Shia has a special ritual. Because of this, there are many books written on the conditions of praying among Shia. Most of adʼayieh transferred from Muhammad's household and then by many books in which we can observe the authentic teachings of Muhammad and his household according to Shia. The leaderships of Shia always invited their followers to recite Duʼa. For instance, Ali has considered with the subject of Duʼa because of his leadership in monotheism.[196][197]
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Coordinates: 34°S 71°W / 34°S 71°W / -34; -71
|
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+
Chile (/ˈtʃɪli/ (listen), /ˈtʃɪleɪ/;[8] Spanish: [ˈtʃile]),[nb 2] officially the Republic of Chile (Spanish: República de Chile (help·info)), is a country in western South America. It occupies a long, narrow strip of land between the Andes to the east and the Pacific Ocean to the west. Chile covers an area of 756,096 square kilometres (291,930 sq mi) and has a population of 17.5 million as of 2017.[4] The capital and largest city is Santiago and the national language is Spanish.
|
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|
7 |
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Chile borders Peru to the north, Bolivia to the northeast, Argentina to the east, and the Drake Passage in the far south. Chilean territory includes the Pacific islands of Juan Fernández, Salas y Gómez, Desventuradas, and Easter Island in Oceania. Chile also claims about 1,250,000 square kilometres (480,000 sq mi) of Antarctica under the Chilean Antarctic Territory.[nb 3]
|
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|
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+
Spain conquered and colonized the region in the mid-16th century, replacing Inca rule, but failing to conquer the independent Mapuche who inhabited what is now south-central Chile. After declaring independence from Spain in 1818, Chile emerged in the 1830s as a relatively stable authoritarian republic. In the 19th century, Chile saw significant economic and territorial growth, ending Mapuche resistance in the 1880s and gaining its current northern territory in the War of the Pacific (1879–83) after defeating Peru and Bolivia. In the 1960s and 1970s, the country experienced severe left-right political polarization and turmoil. This development culminated with the 1973 Chilean coup d'état that overthrew Salvador Allende's democratically elected left-wing government and instituted a 16-year right-wing military dictatorship of Augusto Pinochet that left more than 3,000 people dead or missing.[9] The regime ended in 1990 after a referendum in 1988 and was succeeded by a center-left coalition which ruled until 2010.
|
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|
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+
Chile is a high-income economy with high living standards.[9][10] It is among South America's most economically and socially stable and prosperous nations and it leads Latin American nations in rankings of competitiveness, income per capita, globalization, state of peace, economic freedom, and low perception of corruption.[11] It also ranks high regionally in sustainability of the state, and democratic development.[12] Currently it also has the lowest homicide rate in the Americas after Canada. Chile is a founding member of the United Nations, the Community of Latin American and Caribbean States (CELAC) and the Pacific Alliance, and joined the OECD in 2010.
|
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|
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+
There are various theories about the origin of the word Chile. According to 17th-century Spanish chronicler Diego de Rosales,[13] the Incas called the valley of the Aconcagua "Chili" by corruption of the name of a Picunche tribal chief ("cacique") called Tili, who ruled the area at the time of the Incan conquest in the 15th century.[14][15] Another theory points to the similarity of the valley of the Aconcagua with that of the Casma Valley in Peru, where there was a town and valley named Chili.[15]
|
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|
15 |
+
Other theories say Chile may derive its name from a Native American word meaning either "ends of the earth" or "sea gulls";[16] from the Mapuche word chilli, which may mean "where the land ends;"[17] or from the Quechua chiri, "cold",[18] or tchili, meaning either "snow"[18][19] or "the deepest point of the Earth".[20] Another origin attributed to chilli is the onomatopoeic cheele-cheele—the Mapuche imitation of the warble of a bird locally known as trile.[17][21]
|
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|
17 |
+
The Spanish conquistadors heard about this name from the Incas, and the few survivors of Diego de Almagro's first Spanish expedition south from Peru in 1535–36 called themselves the "men of Chilli".[17] Ultimately, Almagro is credited with the universalization of the name Chile, after naming the Mapocho valley as such.[15] The older spelling "Chili" was in use in English until at least 1900 before switching to "Chile".[22]
|
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|
19 |
+
Stone tool evidence indicates humans sporadically frequented the Monte Verde valley area as long as 18,500 years ago.[23] About 10,000 years ago, migrating Indigenous Peoples settled in fertile valleys and coastal areas of what is present-day Chile. Settlement sites from very early human habitation include Monte Verde, Cueva del Milodón and the Pali-Aike Crater's lava tube. The Incas briefly extended their empire into what is now northern Chile, but the Mapuche (or Araucanians as they were known by the Spaniards) successfully resisted many attempts by the Inca Empire to subjugate them, despite their lack of state organization.[24] They fought against the Sapa Inca Tupac Yupanqui and his army. The result of the bloody three-day confrontation known as the Battle of the Maule was that the Inca conquest of the territories of Chile ended at the Maule river.[25]
|
20 |
+
|
21 |
+
In 1520, while attempting to circumnavigate the globe, Ferdinand Magellan discovered the southern passage now named after him (the Strait of Magellan) thus becoming the first European to set foot on what is now Chile. The next Europeans to reach Chile were Diego de Almagro and his band of Spanish conquistadors, who came from Peru in 1535 seeking gold. The Spanish encountered various cultures that supported themselves principally through slash-and-burn agriculture and hunting.[25]
|
22 |
+
|
23 |
+
The conquest of Chile began in earnest in 1540 and was carried out by Pedro de Valdivia, one of Francisco Pizarro's lieutenants, who founded the city of Santiago on 12 February 1541. Although the Spanish did not find the extensive gold and silver they sought, they recognized the agricultural potential of Chile's central valley, and Chile became part of the Spanish Empire.[25]
|
24 |
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|
25 |
+
Conquest took place gradually, and the Europeans suffered repeated setbacks. A massive Mapuche insurrection that began in 1553 resulted in Valdivia's death and the destruction of many of the colony's principal settlements. Subsequent major insurrections took place in 1598 and in 1655. Each time the Mapuche and other native groups revolted, the southern border of the colony was driven northward. The abolition of slavery by the Spanish crown in 1683 was done in recognition that enslaving the Mapuche intensified resistance rather than cowing them into submission. Despite royal prohibitions, relations remained strained from continual colonialist interference.[26]
|
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27 |
+
Cut off to the north by desert, to the south by the Mapuche, to the east by the Andes Mountains, and to the west by the ocean, Chile became one of the most centralized, homogeneous colonies in Spanish America. Serving as a sort of frontier garrison, the colony found itself with the mission of forestalling encroachment by both the Mapuche and Spain's European enemies, especially the British and the Dutch. Buccaneers and English adventurers menaced the colony in addition to the Mapuche, as was shown by Sir Francis Drake's 1578 raid on Valparaíso, the colony's principal port. Chile hosted one of the largest standing armies in the Americas, making it one of the most militarized of the Spanish possessions, as well as a drain on the treasury of the Viceroyalty of Peru.[17]
|
28 |
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|
29 |
+
The first general census was conducted by the government of Agustín de Jáuregui between 1777 and 1778; it indicated that the population consisted of 259,646 inhabitants: 73.5 percent of European descent, 7.9 percent mestizos, 8.6 percent indigenous peoples and 9.8 percent blacks. Francisco Hurtado, Governor of the province of Chiloé, conducted a census in 1784 and found the population consisted of 26,703 inhabitants, 64.4 percent of whom were whites and 33.5 percent of whom were natives.
|
30 |
+
|
31 |
+
The Diocese of Concepción conducted a census in areas south of the Maule river in 1812, but did not include the indigenous population or the inhabitants of the province of Chiloé. The population is estimated at 210,567, 86.1 percent of whom were Spanish or of European descent, 10 percent of whom were indigenous and 3.7 percent of whom were mestizos, blacks and mulattos.[27]
|
32 |
+
|
33 |
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In 1808, Napoleon's enthronement of his brother Joseph as the Spanish King precipitated the drive by the colony for independence from Spain. A national junta in the name of Ferdinand – heir to the deposed king – was formed on 18 September 1810. The Government Junta of Chile proclaimed Chile an autonomous republic within the Spanish monarchy (in memory of this day, Chile celebrates its National Day on 18 September each year).
|
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35 |
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After these events, a movement for total independence, under the command of José Miguel Carrera (one of the most renowned patriots) and his two brothers Juan José and Luis Carrera, soon gained a wider following. Spanish attempts to re-impose arbitrary rule during what was called the Reconquista led to a prolonged struggle, including infighting from Bernardo O'Higgins, who challenged Carrera's leadership.
|
36 |
+
|
37 |
+
Intermittent warfare continued until 1817. With Carrera in prison in Argentina, O'Higgins and anti-Carrera cohort José de San Martín, hero of the Argentine War of Independence, led an army that crossed the Andes into Chile and defeated the royalists. On 12 February 1818, Chile was proclaimed an independent republic. The political revolt brought little social change, however, and 19th-century Chilean society preserved the essence of the stratified colonial social structure, which was greatly influenced by family politics and the Roman Catholic Church. A strong presidency eventually emerged, but wealthy landowners remained powerful.[25]
|
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|
39 |
+
Chile slowly started to expand its influence and to establish its borders. By the Tantauco Treaty, the archipelago of Chiloé was incorporated in 1826. The economy began to boom due to the discovery of silver ore in Chañarcillo, and the growing trade of the port of Valparaíso, which led to conflict over maritime supremacy in the Pacific with Peru. At the same time, attempts were made to strengthen sovereignty in southern Chile intensifying penetration into Araucanía and colonizing Llanquihue with German immigrants in 1848. Through the founding of Fort Bulnes by the Schooner Ancud under the command of John Williams Wilson, the Magallanes region joined the country in 1843, while the Antofagasta region, at the time part of Bolivia, began to fill with people.
|
40 |
+
|
41 |
+
Toward the end of the 19th century, the government in Santiago consolidated its position in the south by the Occupation of Araucanía. The Boundary treaty of 1881 between Chile and Argentina confirmed Chilean sovereignty over the Strait of Magellan. As a result of the War of the Pacific with Peru and Bolivia (1879–83), Chile expanded its territory northward by almost one-third, eliminating Bolivia's access to the Pacific, and acquired valuable nitrate deposits, the exploitation of which led to an era of national affluence. Chile had joined the stand as one of the high-income countries in South America by 1870.[28]
|
42 |
+
|
43 |
+
The 1891 Chilean Civil War brought about a redistribution of power between the President and Congress, and Chile established a parliamentary style democracy. However, the Civil War had also been a contest between those who favored the development of local industries and powerful Chilean banking interests, particularly the House of Edwards who had strong ties to foreign investors. Soon after, the country engaged in a vastly expensive naval arms race with Argentina that nearly led to war.
|
44 |
+
|
45 |
+
The Chilean economy partially degenerated into a system protecting the interests of a ruling oligarchy. By the 1920s, the emerging middle and working classes were powerful enough to elect a reformist president, Arturo Alessandri, whose program was frustrated by a conservative congress. In the 1920s, Marxist groups with strong popular support arose.[25]
|
46 |
+
|
47 |
+
A military coup led by General Luis Altamirano in 1924 set off a period of political instability that lasted until 1932. Of the ten governments that held power in that period, the longest lasting was that of General Carlos Ibáñez del Campo, who briefly held power in 1925 and then again between 1927 and 1931 in what was a de facto dictatorship (although not really comparable in harshness or corruption to the type of military dictatorship that have often bedeviled the rest of Latin America).[29][30]
|
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+
|
49 |
+
By relinquishing power to a democratically elected successor, Ibáñez del Campo retained the respect of a large enough segment of the population to remain a viable politician for more than thirty years, in spite of the vague and shifting nature of his ideology. When constitutional rule was restored in 1932, a strong middle-class party, the Radicals, emerged. It became the key force in coalition governments for the next 20 years. During the period of Radical Party dominance (1932–52), the state increased its role in the economy. In 1952, voters returned Ibáñez del Campo to office for another six years. Jorge Alessandri succeeded Ibáñez del Campo in 1958, bringing Chilean conservatism back into power democratically for another term.
|
50 |
+
|
51 |
+
The 1964 presidential election of Christian Democrat Eduardo Frei Montalva by an absolute majority initiated a period of major reform. Under the slogan "Revolution in Liberty", the Frei administration embarked on far-reaching social and economic programs, particularly in education, housing, and agrarian reform, including rural unionization of agricultural workers. By 1967, however, Frei encountered increasing opposition from leftists, who charged that his reforms were inadequate, and from conservatives, who found them excessive. At the end of his term, Frei had not fully achieved his party's ambitious goals.[25]
|
52 |
+
|
53 |
+
In the 1970 election, Senator Salvador Allende of the Socialist Party of Chile (then part of the "Popular Unity" coalition which included the Communists, Radicals, Social-Democrats, dissident Christian Democrats, the Popular Unitary Action Movement, and the Independent Popular Action),[25] achieved a partial majority in a plurality of votes in a three-way contest, followed by candidates Radomiro Tomic for the Christian Democrat Party and Jorge Alessandri for the Conservative Party. Allende was not elected with an absolute majority, receiving fewer than 35 percent of votes.
|
54 |
+
|
55 |
+
The Chilean Congress conducted a runoff vote between the leading candidates, Allende and former president Jorge Alessandri, and, keeping with tradition, chose Allende by a vote of 153 to 35. Frei refused to form an alliance with Alessandri to oppose Allende, on the grounds that the Christian Democrats were a workers' party and could not make common cause with the right wing.[31][32]
|
56 |
+
|
57 |
+
An economic depression that began in 1972 was exacerbated by capital flight, plummeting private investment, and withdrawal of bank deposits in response to Allende's socialist program. Production fell and unemployment rose. Allende adopted measures including price freezes, wage increases, and tax reforms, to increase consumer spending and redistribute income downward.[33] Joint public-private public works projects helped reduce unemployment.[34][page needed] Much of the banking sector was nationalized. Many enterprises within the copper, coal, iron, nitrate, and steel industries were expropriated, nationalized, or subjected to state intervention. Industrial output increased sharply and unemployment fell during the Allende administration's first year.[34]
|
58 |
+
|
59 |
+
Allende's program included advancement of workers' interests,[34][35] replacing the judicial system with "socialist legality",[36] nationalization of banks and forcing others to bankruptcy,[36] and strengthening "popular militias" known as MIR.[36] Started under former President Frei, the Popular Unity platform also called for nationalization of Chile's major copper mines in the form of a constitutional amendment. The measure was passed unanimously by Congress.
|
60 |
+
|
61 |
+
As a result,[37] the Richard Nixon administration organized and inserted secret operatives in Chile, in order to swiftly destabilize Allende's government.[38] In addition, US financial pressure restricted international economic credit to Chile.[39]
|
62 |
+
|
63 |
+
The economic problems were also exacerbated by Allende's public spending which was financed mostly by printing money and poor credit ratings given by commercial banks.[40]
|
64 |
+
Simultaneously, opposition media, politicians, business guilds and other organizations helped to accelerate a campaign of domestic political and economical destabilization, some of which was backed by the United States.[39][41] By early 1973, inflation was out of control. The crippled economy was further battered by prolonged and sometimes simultaneous strikes by physicians, teachers, students, truck owners, copper workers, and the small business class.
|
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+
On 26 May 1973, Chile's Supreme Court, which was opposed to Allende's government, unanimously denounced the Allende disruption of the legality of the nation. Although illegal under the Chilean constitution, the court supported and strengthened Pinochet's soon-to-be seizure of power.[36][42]
|
66 |
+
|
67 |
+
A military coup overthrew Allende on 11 September 1973. As the armed forces bombarded the presidential palace, Allende apparently committed suicide.[43][44] After the coup, Henry Kissinger told U.S. president Richard Nixon that the United States had "helped" the coup.[45]
|
68 |
+
|
69 |
+
A military junta, led by General Augusto Pinochet, took control of the country. The first years of the regime were marked by human rights violations. Chile actively participated in Operation Condor.[46] On October 1973, at least 72 people were murdered by the Caravan of Death.[47] According to the Rettig Report and Valech Commission, at least 2,115 were killed,[48] and at least 27,265[49] were tortured (including 88 children younger than 12 years old).[49] In 2011, Chile recognized an additional 9,800 victims, bringing the total number of killed, tortured or imprisoned for political reasons to 40,018.[50] At the national stadium, filled with detainees, one of those tortured and killed was internationally known poet-singer Víctor Jara (see "Music and Dance", below). The stadium was renamed for Jara in 2003.
|
70 |
+
|
71 |
+
A new Constitution was approved by a controversial plebiscite on 11 September 1980, and General Pinochet became president of the republic for an eight-year term. After Pinochet obtained rule of the country, several hundred committed Chilean revolutionaries joined the Sandinista army in Nicaragua, guerrilla forces in Argentina or training camps in Cuba, Eastern Europe and Northern Africa.[51]
|
72 |
+
|
73 |
+
In the late 1980s, largely as a result of events such as the 1982 economic collapse[52] and mass civil resistance in 1983–88, the government gradually permitted greater freedom of assembly, speech, and association, to include trade union and political activity.[53] The government launched market-oriented reforms with Hernán Büchi as Minister of Finance. Chile moved toward a free market economy that saw an increase in domestic and foreign private investment, although the copper industry and other important mineral resources were not opened for competition. In a plebiscite on 5 October 1988, Pinochet was denied a second eight-year term as president (56% against 44%). Chileans elected a new president and the majority of members of a bicameral congress on 14 December 1989. Christian Democrat Patricio Aylwin, the candidate of a coalition of 17 political parties called the Concertación, received an absolute majority of votes (55%).[54] President Aylwin served from 1990 to 1994, in what was considered a transition period.
|
74 |
+
|
75 |
+
In December 1993, Christian Democrat Eduardo Frei Ruiz-Tagle, the son of previous president Eduardo Frei Montalva, led the Concertación coalition to victory with an absolute majority of votes (58%).[55] Frei Ruiz-Tagle was succeeded in 2000 by Socialist Ricardo Lagos, who won the presidency in an unprecedented runoff election against Joaquín Lavín of the rightist Alliance for Chile.[56] In January 2006, Chileans elected their first female president, Michelle Bachelet Jeria, of the Socialist Party, defeating Sebastián Piñera, of the National Renewal party, extending the Concertación governance for another four years.[57][58] In January 2010, Chileans elected Sebastián Piñera as the first rightist President in 20 years, defeating former President Eduardo Frei Ruiz-Tagle of the Concertación, for a four-year term succeeding Bachelet. Due to term limits, Sebastián Piñera did not stand for re-election in 2013, and his term expired in March 2014 resulting in Michelle Bachelet returning to office.
|
76 |
+
|
77 |
+
On 27 February 2010, Chile was struck by an 8.8 Mw earthquake, the fifth largest ever recorded at the time. More than 500 people died (most from the ensuing tsunami) and over a million people lost their homes. The earthquake was also followed by multiple aftershocks.[59] Initial damage estimates were in the range of US$15–30 billion, around 10 to 15 percent of Chile's real gross domestic product.[60]
|
78 |
+
|
79 |
+
Chile achieved global recognition for the successful rescue of 33 trapped miners in 2010. On 5 August 2010 the access tunnel collapsed at the San José copper and gold mine in the Atacama Desert near Copiapó in northern Chile, trapping 33 men 700 metres (2,300 ft) below ground. A rescue effort organized by the Chilean government located the miners 17 days later. All 33 men were brought to the surface two months later on 13 October 2010 over a period of almost 24 hours, an effort that was carried on live television around the world.[61]
|
80 |
+
|
81 |
+
2019 Chilean protests are a series of country-wide protests in response to a raise in the Santiago Metro's subway fare, the increased cost of living, privatization and inequality prevalent in the country.[62] On 15 November, most of the political parties represented in the National Congress signed an agreement to call a national referendum on April 2020 regarding the creation of a new Constitution, later postponed to October due to the COVID-19 pandemic.[63]
|
82 |
+
|
83 |
+
The current Constitution of Chile was approved in a national plebiscite—regarded as "highly irregular" by some observers[64]—in September 1980, under the military dictatorship of Augusto Pinochet. It entered into force in March 1981. After Pinochet's defeat in the 1988 plebiscite, the constitution was amended to ease provisions for future amendments to the Constitution. In September 2005, President Ricardo Lagos signed into law several constitutional amendments passed by Congress. These include eliminating the positions of appointed senators and senators for life, granting the President authority to remove the commanders-in-chief of the armed forces, and reducing the presidential term from six to four years.[65]
|
84 |
+
|
85 |
+
The Congress of Chile has a 38-seat Senate and a 120-member Chamber of Deputies. Senators serve for eight years with staggered terms, while deputies are elected every 4 years. The last congressional elections were held on 17 November 2013, concurrently with the presidential election. The current Senate has a 21–15 split in favor of the governing coalition and 2 independents. The current lower house, the Chamber of Deputies, contains 67 members of the governing center-left coalition, 48 from the center-right opposition and 5 from small parties or independents. The Congress is located in the port city of Valparaíso, about 140 kilometres (87 miles) west of the capital, Santiago.
|
86 |
+
|
87 |
+
Chile's congressional elections are governed by a binomial system that, for the most part, rewards the two largest representations equally, often regardless of their relative popular support. Parties are thus forced to form wide coalitions and, historically, the two largest coalitions (Concertación and Alianza) split most of the seats. Only if the leading coalition ticket out-polls the second place coalition by a margin of more than 2-to-1 does the winning coalition gain both seats, which tends to lock the legislature in a roughly 50–50 split.
|
88 |
+
|
89 |
+
Chile's judiciary is independent and includes a court of appeal, a system of military courts, a constitutional tribunal, and the Supreme Court of Chile. In June 2005, Chile completed a nationwide overhaul of its criminal justice system.[66] The reform has replaced inquisitorial proceedings with an adversarial system more similar to that of the United States.
|
90 |
+
|
91 |
+
In the 2001 congressional elections, the conservative Independent Democratic Union (UDI) surpassed the Christian Democrats for the first time to become the largest party in the lower house. In the 2005 parliamentary election, both leading parties, the Christian Democrats and the UDI lost representation in favor of their respective allies Socialist Party (which became the biggest party in the Concertación block) and National Renewal in the right-wing alliance. In the 2009 legislative elections in Chile, the Communist Party won 3 out of 120 seats in the Chamber of Deputies for the first time in 30 years (the Communist Party was not allowed to exist as such during the dictatorship).
|
92 |
+
|
93 |
+
Chileans voted in the first round of presidential elections on 17 November 2013. None of the nine presidential candidates got more than 50 percent of the vote. As a result, the top two candidates, center-left Nueva Mayoría coalition's Michelle Bachelet and center-right Alianza coalition's Evelyn Matthei, competed in a run-off election on 15 December 2013, which Bachelet won. This was Chile's sixth presidential election since the end of the Pinochet era. All six have been judged free and fair. The president is constitutionally barred from serving consecutive terms.
|
94 |
+
|
95 |
+
Since the early decades after independence, Chile has always had an active involvement in foreign affairs. In 1837 the country aggressively challenged the dominance of Peru's port of Callao for preeminence in the Pacific trade routes, defeating the short-lived alliance between Peru and Bolivia, the Peru-Bolivian Confederation (1836–39) in the War of the Confederation. The war dissolved the confederation while distributing power in the Pacific. A second international war, the War of the Pacific (1879–83), further increased Chile's regional role, while adding considerably to its territory.[17]
|
96 |
+
|
97 |
+
During the 19th century, Chile's commercial ties were primarily with Britain, a nation that had a major influence on the formation of the Chilean navy. The French influenced Chile's legal and educational systems and had a decisive impact on Chile, through the architecture of the capital in the boom years at the turn of the 20th century. German influence came from the organization and training of the army by Prussians.[17]
|
98 |
+
|
99 |
+
On 26 June 1945, Chile participated as a founding member of the United Nations being among 50 countries that signed the United Nations Charter in San Francisco, California.[67][68] With the military coup of 1973, Chile became isolated politically as a result of widespread human rights abuses.[17]
|
100 |
+
|
101 |
+
Since its return to democracy in 1990, Chile has been an active participant in the international political arena. Chile completed a 2-year non-permanent position on the UN Security Council in January 2005. Jose Miguel Insulza, a Chilean national, was elected Secretary General of the Organization of American States in May 2005 and confirmed in his position, being re-elected in 2009. Chile is currently serving on the International Atomic Energy Agency (IAEA) Board of Governors, and the 2007–2008 chair of the board is Chile's ambassador to the IAEA, Milenko E. Skoknic. The country is an active member of the UN family of agencies and participates in UN peacekeeping activities. It was re-elected as a member of the UN Human Rights Council in 2011 for a three-year term.[69] It was also elected to one of five non-permanent seats on the UN Security Council in 2013.[70] Chile hosted the Defense Ministerial of the Americas in 2002 and the APEC summit and related meetings in 2004. It also hosted the Community of Democracies ministerial in April 2005 and the Ibero-American Summit in November 2007. An associate member of Mercosur and a full member of APEC, Chile has been a major player in international economic issues and hemispheric free trade.[25]
|
102 |
+
|
103 |
+
There have been many arguments between Chileans and Peruvians since the 1800s because they both claim boundary coastal lines. Peruvians claim the Northern part of Chile, which is now South West of Peru. This is also known as the "triangulation" which was made to fix the boundary problem between Chile and Peru. The decisions were accomplished on 27 January 1839 by the International Court of Justice [71] This became the War of the Pacific which was in the years 1879–1883.[72] This conflict was caused by the mineral resources Chile had, Peruvians believed they belonged to them as well. Chile had to control sea shipping to Peru and sent out an army to invade Peru on 8 October 1879. The attempt was also made to The United States but failed badly on October 1880. There was a resistance between Peruvians and Chileans for a few years because they could not reach an agreement. The United States offered help with a treaty for both Peru and Chile, better known as the Treaty of Ancón. This was later signed by both of them on 20 October 1883 to keep peace between them. In 2008, Peru took Chile to court over their maritime disputes. Then later in 2014, the International Court of Justice's ruling resulted in Chile losing 80 miles from Northwestern ocean zone.[73] This ruling severely impacted fishers in the country making Chile lose a valuable trade in Northwest Chile.
|
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+
|
105 |
+
The Chilean government has diplomatic relations with most countries. It settled all its territorial disputes with Argentina during the 1990s except for part of the border at Southern Patagonian Ice Field. Chile and Bolivia severed diplomatic ties in 1978 over Bolivia's desire to regain sovereign access to the Pacific Ocean after losing it to Chile in the 1879–83 War of the Pacific. The two countries maintain consular relations and are represented at the Consul General level.[25]
|
106 |
+
|
107 |
+
In 1978 Chile was administratively divided into regions,[74] and in 1979 subdivided into provinces and these into communes.[75][76] In total the country has 16 regions,[77][78] 56 provinces and 348 communes.[79]
|
108 |
+
|
109 |
+
Each region is designated by a name and a Roman numeral assigned from north to south, except for the Santiago Metropolitan Region, which does not have a number. The creation of two new regions in 2007, Arica and Parinacota (XV) and Los Ríos (XIV), and a third region in 2018, Ñuble (XVI) made this numbering lose its original order meaning.
|
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+
|
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+
The national flower is the copihue (Lapageria rosea, Chilean bellflower), which grows in the woods of southern Chile.
|
112 |
+
|
113 |
+
The coat of arms depicts the two national animals: the condor (Vultur gryphus, a very large bird that lives in the mountains) and the huemul (Hippocamelus bisulcus, an endangered white tail deer). It also has the legend Por la razón o la fuerza (By reason or by force).
|
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+
|
115 |
+
The flag of Chile consists of two equal horizontal bands of white (top) and red; there is a blue square the same height as the white band at the hoist-side end of the white band; the square bears a white five-pointed star in the center representing a guide to progress and honor; blue symbolizes the sky, white is for the snow-covered Andes, and red stands for the blood spilled to achieve independence. The flag of Chile is similar to the Flag of Texas, although the Chilean flag is 21 years older. However, like the Texan flag, the flag of Chile is modeled after the Flag of the United States.[81]
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|
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+
The Armed Forces of Chile are subject to civilian control exercised by the president through the Minister of Defense. The president has the authority to remove the commanders-in-chief of the armed forces.[25]
|
118 |
+
|
119 |
+
The commander in chief of the Chilean Army is General Humberto Oviedo Arriagada.[82][83] The Chilean Army is 45,000 strong and is organized with an Army headquarters in Santiago, six divisions throughout its territory, an Air Brigade in Rancagua, and a Special Forces Command in Colina. The Chilean Army is one of the most professional and technologically advanced armies in Latin America.[25]
|
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+
|
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+
Admiral Julio Leiva Molina directs around 25,000-person Chilean Navy,[84] including 2,500 Marines. Of the fleet of 29 surface vessels, only eight are operational major combatants (frigates). Those ships are based in Valparaíso.[85] The Navy operates its own aircraft for transport and patrol; there are no Navy fighter or bomber aircraft. The Navy also operates four submarines based in Talcahuano.[25][86]
|
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+
|
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+
Air Force General (four star) Jorge Rojas Ávila heads the 12,500 strong Chilean Air Force. Air assets are distributed among five air brigades headquartered in Iquique, Antofagasta, Santiago, Puerto Montt, and Punta Arenas. The Air Force also operates an airbase on King George Island, Antarctica. The Air Force took delivery of the final two of ten F-16s, all purchased from the U.S., in March 2007 after several decades of U.S. debate and previous refusal to sell. Chile also took delivery in 2007 of a number of reconditioned Block 15 F-16s from the Netherlands, bringing to 18 the total of F-16s purchased from the Dutch.[25]
|
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+
|
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+
After the military coup in September 1973 the Chilean national police (Carabineros) were incorporated into the Defense Ministry. With the return of democratic government, the police were placed under the operational control of the Interior Ministry but remained under the nominal control of the Defense Ministry. Gen. Gustavo González Jure is the head of the national police force of 40,964[87] men and women who are responsible for law enforcement, traffic management, narcotics suppression, border control, and counter-terrorism throughout Chile.[25]
|
126 |
+
|
127 |
+
In 2017, Chile signed the UN treaty on the Prohibition of Nuclear Weapons.[88]
|
128 |
+
|
129 |
+
A long and narrow coastal Southern Cone country on the west side of the Andes Mountains, Chile stretches over 4,300 km (2,670 mi) north to south, but only 350 km (217 mi) at its widest point east to west.[89] This encompasses a remarkable variety of climates and landscapes. It contains 756,950 square kilometres (292,260 sq mi) of land area. It is situated within the Pacific Ring of Fire. Excluding its Pacific islands and Antarctic claim, Chile lies between latitudes 17° and 56°S, and longitudes 66° and 75°W.
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|
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+
Chile is among the longest north–south countries in the world. If one considers only mainland territory, Chile is unique within this group in its narrowness from east to west, with the other long north–south countries (including Brazil, Russia, Canada, and the United States, among others) all being wider from east to west by a factor of more than 10. Chile also claims 1,250,000 km2 (480,000 sq mi) of Antarctica as part of its territory (Chilean Antarctic Territory). However, this latter claim is suspended under the terms of the Antarctic Treaty, of which Chile is a signatory.[90] It is the world's southernmost country that is geographically on the mainland.[91]
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Chile controls Easter Island and Sala y Gómez Island, the easternmost islands of Polynesia, which it incorporated to its territory in 1888, and the Juan Fernández Islands, more than 600 km (370 mi) from the mainland. Also controlled but only temporarily inhabited (by some local fishermen) are the small islands of San Ambrosio and San Felix. These islands are notable because they extend Chile's claim to territorial waters out from its coast into the Pacific Ocean.[92]
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The northern Atacama Desert contains great mineral wealth, primarily copper and nitrates. The relatively small Central Valley, which includes Santiago, dominates the country in terms of population and agricultural resources. This area is also the historical center from which Chile expanded in the late 19th century, when it integrated the northern and southern regions. Southern Chile is rich in forests, grazing lands, and features a string of volcanoes and lakes. The southern coast is a labyrinth of fjords, inlets, canals, twisting peninsulas, and islands. The Andes Mountains are located on the eastern border.
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The diverse climate of Chile ranges from the world's driest desert in the north—the Atacama Desert—through a Mediterranean climate in the center, humid subtropical in Easter Island, to an oceanic climate, including alpine tundra and glaciers in the east and south.[9] According to the Köppen system, Chile within its borders hosts at least ten major climatic subtypes. There are four seasons in most of the country: summer (December to February), autumn (March to May), winter (June to August), and spring (September to November).
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The flora and fauna of Chile are characterized by a high degree of endemism, due to its particular geography. In continental Chile, the Atacama Desert in the north and the Andes mountains to the east are barriers that have led to the isolation of flora and fauna. Add to that the enormous length of Chile (over 4,300 km (2,672 mi)) and this results in a wide range of climates and environments that can be divided into three general zones: the desert provinces of the north, central Chile, and the humid regions of the south.
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The native flora of Chile consists of relatively fewer species compared to the flora of other South American countries.
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The northernmost coastal and central region is largely barren of vegetation, approaching the most absolute desert in the world.[93]
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On the slopes of the Andes, in addition to the scattered tola desert brush, grasses are found. The central valley is characterized by several species of cacti, the hardy espinos, the Chilean pine, the southern beeches and the copihue, a red bell-shaped flower that is Chile's national flower.[93]
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In southern Chile, south of the Biobío River, heavy precipitation has produced dense forests of laurels, magnolias, and various species of conifers and beeches, which become smaller and more stunted to the south.[94]
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The cold temperatures and winds of the extreme south preclude heavy forestation. Grassland is found in Atlantic Chile (in Patagonia). Much of the Chilean flora is distinct from that of neighboring Argentina, indicating that the Andean barrier existed during its formation.[94]
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Some of Chile's flora has an Antarctic origin due to land bridges which formed during the Cretaceous ice ages, allowing plants to migrate from Antarctica to South America.[95]
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Just over 3,000 species of fungi are recorded in Chile,[96][97] but this number is far from complete. The true total number of fungal species occurring in Chile is likely to be far higher, given the generally accepted estimate that only about 7 percent of all fungi worldwide have so far been discovered.[98] Although the amount of available information is still very small, a first effort has been made to estimate the number of fungal species endemic to Chile, and 1995 species have been tentatively identified as possible endemics of the country.[99]
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Chile's geographical isolation has restricted the immigration of faunal life, so that only a few of the many distinctive South American animals are found. Among the larger mammals are the puma or cougar, the llama-like guanaco and the fox-like chilla. In the forest region, several types of marsupials and a small deer known as the pudu are found.[93]
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There are many species of small birds, but most of the larger common Latin American types are absent. Few freshwater fish are native, but North American trout have been successfully introduced into the Andean lakes.[93] Owing to the vicinity of the Humboldt Current, ocean waters abound with fish and other forms of marine life, which in turn support a rich variety of waterfowl, including several penguins. Whales are abundant, and some six species of seals are found in the area.[93]
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Chile is located along a highly seismic and volcanic zone, part of the Pacific Ring of Fire, due to the subduction of the Nazca and Antarctic plates in the South American plate.
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Late Paleozoic, 251 million years ago, Chile belonged to the continental block called Gondwana. It was just a depression accumulated marine sediments began to rise at the end of the Mesozoic, 66 million years ago, due to the collision between the Nazca and South American plates, resulting in the Andes. The territory would be shaped by millions of years due to the folding of the rocks, forming the current relief.
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The Chilean relief consists of the central depression, which crosses the country longitudinally, flanked by two mountain ranges that make up about 80% of the territory: the Andes mountains to the east-natural border with Bolivia and Argentina in the region of Atacama and the Coastal Range west-minor height from the Andes. Chile's highest peak is the Nevado Ojos del Salado, at 6891.3 m, which is also the highest volcano in the world. The highest point of the Coastal Range is Vicuña Mackenna, at 3114 meters, located in the Sierra Vicuña Mackenna, the south of Antofagasta. Among the coastal mountains and the Pacific is a series of coastal plains, of variable length, which allow the settlement of coastal towns and big ports. Some areas of the plains territories encompass territory east of the Andes, and the Patagonian steppes and Magellan, or are high plateaus surrounded by high mountain ranges, such as the Altiplano or Puna de Atacama.
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The Far North is the area between the northern boundary of the country and the parallel 26° S, covering the first three regions. It is characterized by the presence of the Atacama desert, the most arid in the world. The desert is fragmented by streams that originate in the area known as the pampas Tamarugal. The Andes, split in two and whose eastern arm runs Bolivia, has a high altitude and volcanic activity, which has allowed the formation of the Andean altiplano and salt structures as the Salar de Atacama, due to the gradual accumulation of sediments over time.
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To the south is the Norte Chico, extending to the Aconcagua river. Los Andes begin to decrease its altitude to the south and closer to the coast, reaching 90 km away at the height of Illapel, the narrowest part of the Chilean territory. The two mountain ranges intersect, virtually eliminating the intermediate depression. The existence of rivers flowing through the territory allows the formation of transverse valleys, where agriculture has developed strongly in recent times, while the coastal plains begin to expand.
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The Central area is the most populated region of the country. The coastal plains are wide and allow the establishment of cities and ports along the Pacific. The Andes maintains altitudes above 6000m but descend slowly starts approaching the 4000 meters on average. The intermediate depression reappears becoming a fertile valley that allows agricultural development and human settlement, due to sediment accumulation. To the south, the Cordillera de la Costa reappears in the range of Nahuelbuta while glacial sediments originate a series of lakes in the area of La Frontera.
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Patagonia extends from within Reloncavi, at the height of parallel 41°S, to the south. During the last glaciation, this area was covered by ice that strongly eroded Chilean relief structures. As a result, the intermediate depression sinks in the sea, while the coastal mountains rise to a series of archipelagos, such as Chiloé and the Chonos, disappearing in Taitao peninsula, in the parallel 47°S. The Andes mountain range loses height and erosion caused by the action of glaciers has caused fjords.
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East of the Andes, on the continent, or north of it, on the island of Tierra del Fuego are located relatively flat plains, which in the Strait of Magellan cover large areas.
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The Andes, as he had done previously Cordillera de la Costa, begins to break in the ocean causing a myriad of islands and islets and disappear into it, sinking and reappearing in the Southern Antilles arc and then the Antarctic Peninsula, where it is called Antartandes, in the Chilean Antarctic Territory, lying between the meridians 53°W and 90°W.
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In the middle of the Pacific, the country has sovereignty over several islands of volcanic origin, collectively known as Insular Chile. Of these, we highlight the archipelago of Juan Fernandez and Easter Island, which is located in the fracture zone between the Nazca plate and the Pacific plate known as East Pacific Rise.
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Due to the characteristics of the territory, Chile is crossed by numerous rivers generally short in length and with low torrential flow. They commonly extend from the Andes to the Pacific Ocean, flowing in an East to West.
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Because of the Atacama desert, in the Norte Grande there are only short endorheic character streams, except for the Loa River, the longest in the country 440 km.[100] In the high valleys, wetland areas generate Chungará Lake, located at 4500 meters above sea level. It and the Lauca River are shared with Bolivia, as well as the Lluta River.
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In the center-north of the country, the number of rivers that form valleys of agricultural importance increases. Noteworthy are the Elqui with 75 km[100] long, 142 km Aconcagua, Maipo with 250 km[100] and its tributary, the Mapocho with 110 km, and Maule with 240 km. Their waters mainly flow from Andean snowmelt in the summer and winter rains. The major lakes in this area are the artificial lake Rapel, the Colbun Maule lagoon and the lagoon of La Laja.
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Chile's 2017 census reported a population of 17,574,003. Its rate of population growth has been decreasing since 1990, due to a declining birth rate.[101] By 2050 the population is expected to reach approximately 20.2 million people.[102] About 85 percent of the country's population lives in urban areas, with 40 percent living in Greater Santiago. The largest agglomerations according to the 2002 census are Greater Santiago with 5.6 million people, Greater Concepción with 861,000
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and Greater Valparaíso with 824,000.[103]
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Mexican professor Francisco Lizcano, of the National Autonomous University of Mexico, estimated that 52.7% of Chileans were white, 39.3% were mestizo, and 8% were Amerindian.[104]
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In 1984, a study called Sociogenetic Reference Framework for Public Health Studies in Chile, from the Revista de Pediatría de Chile determined an ancestry of 67.9% European, and 32.1% Native American.[105][106] In 1994, a biological study determined that the Chilean composition was 64% European and 35% Amerindian.[107] The recent study in the Candela Project establishes that the genetic composition of Chile is 52% of European origin, with 44% of the genome coming from Native Americans (Amerindians), and 4% coming from Africa, making Chile a primarily mestizo country with traces of African descent present in half of the population.[108] Another genetic study conducted by the University of Brasilia in several American countries shows a similar genetic composition for Chile, with a European contribution of 51.6%, an Amerindian contribution of 42.1%, and an African contribution of 6.3%.[109] In 2015 another study established genetic composition in 57% European, 38% Native American, and 2.5% African.[110]
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A public health booklet from the University of Chile states that 64% of the population is of Caucasian origin; "predominantly White" Mestizos are estimated to amount a total of 35%, while Native Americans (Amerindians) comprise the remaining 5%.[111]
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Despite the genetic considerations, many Chileans, if asked, would self-identify as White. The 2011 Latinobarómetro survey asked respondents in Chile what race they considered themselves to belong to. Most answered "White" (59%), while 25% said "Mestizo" and 8% self-classified as "indigenous".[112] A 2002 national poll revealed that a majority of Chileans believed they possessed some (43.4%) or much (8.3%) "indigenous blood", while 40.3% responded that they had none.[113]
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The 1907 census reported 101,118 Natives, or 3.1% of the total population. Only those that practiced their native culture or spoke their native language were considered to be Natives, irrespective of their "racial purity".[114] In 2002 a census took place, directly asking the public whether they considered themselves as part of any of the eight Chilean ethnic groups, regardless of whether or not they maintained their culture, traditions and language, and 4.6 percent of the population (692,192 people) fitted that description of indigenous peoples in Chile. Of that number, 87.3% declared themselves Mapuche.[115] Most of the indigenous population shows varying degrees of mixed ancestry.[116]
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Chile is one of 22 countries to have signed and ratified the only binding international law concerning indigenous peoples, the Indigenous and Tribal Peoples Convention, 1989.[117] It was adopted in 1989 as the International Labour Organization (ILO) Convention 169. Chile ratified it in 2008. A Chilean court decision in November 2009 considered to be a landmark ruling on indigenous rights and made use of the convention. The Supreme Court decision on Aymara water rights upheld rulings by both the Pozo Almonte tribunal and the Iquique Court of Appeals, and marks the first judicial application of ILO Convention 169 in Chile.[118]
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The earliest European immigrants were Spanish colonisers who arrived in the 16th century.[119] The Amerindian population of central Chile was absorbed into the Spanish settler population in the beginning of the colonial period to form the large mestizo population that exists in Chile today; mestizos create modern middle and lower classes. In the 18th and 19th centuries, many Basques came to Chile where they integrated into the existing elites of Castilian origin. Postcolonial Chile was never a particularly attractive destination for migrants, owing to its remoteness and distance from Europe.[120][121] Europeans preferred to stay in countries closer to their homelands instead of taking the long journey through the Straits of Magellan or crossing the Andes.[120] European migration did not result in a significant change in the ethnic composition of Chile, except in the region of Magellan.[122] Spaniards were the only major European migrant group to Chile,[120] and there was never large-scale immigration such as that to Argentina or Brazil.[121] Between 1851 and 1924, Chile only received 0.5% of European immigration to Latin America, compared to 46% to Argentina, 33% to Brazil, 14% to Cuba, and 4% to Uruguay.[120] However, it is undeniable that immigrants have played a significant role in Chilean society.[121]
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Most of the immigrants to Chile during the 19th and 20th centuries came from France,[123] Great Britain,[124] Germany,[125] and Croatia,[126] among others. Descendants of different European ethnic groups often intermarried in Chile. This intermarriage and mixture of cultures and races have helped to shape the present society and culture of the Chilean middle and upper classes.[127] Also, roughly 500,000 of Chile's population is of full or partial Palestinian origin,[128][129] and 800,000 arab descents.[130] Chile currently has 1.5 million of Latin American immigrants, mainly from Venezuela, Peru, Haiti, Colombia, Bolivia and Argentina; 8% of the total population in 2019, without counting descendants.[131][132] According to the 2002 national census, Chile's foreign-born population has increased by 75% since 1992.[133]
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As of 2012[update], 66.6%[135] of Chilean population over 15 years of age claimed to adhere to the Roman Catholic church, a decrease from the 70%[136] reported in the 2002 census. In the same census of 2012, 17% of Chileans reported adherence to an Evangelical church ("Evangelical" in the census referred to all Christian denominations other than the Roman Catholic and Orthodox—Greek, Persian, Serbian, Ukrainian, and Armenian—churches, The Church of Jesus Christ of Latter-day Saints or Mormons, Seventh-day Adventists, and Jehovah's Witnesses: essentially, those denominations generally still termed "Protestant" in most English-speaking lands, although Adventism is often considered an Evangelical denomination as well). Approximately 90% of Evangelical Christians are Pentecostal. but Wesleyan, Lutheran, Anglican, Episcopalian, Presbyterian, other Reformed, Baptist, and Methodist churches also are present amongst Chilean Evangelical churches.[137] Irreligious people, atheists, and agnostics account for around 12% of the population.
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By 2015, the major religion in Chile remained Christianity (68%), with an estimated 55% of Chileans belonging to the Roman Catholic church, 13% to various Evangelical churches, and just 7% adhering to any other religion. Agnostics and atheist were estimated at 25% of the population.[138]
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Chile has a Bahá'í religious community, and is home to the mother temple of the Bahá'ís for Latin America, which was completed in 2016 and has been described as futuristic and translucent in its architectural style.[139]
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The Constitution guarantees the right to freedom of religion, and other laws and policies contribute to generally free religious practice. The law at all levels fully protects this right against abuse by either governmental or private actors.[137]
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Church and state are officially separate in Chile. A 1999 law on religion prohibits religious discrimination.
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However, the Roman Catholic church for mostly historical and social reasons enjoys a privileged status and occasionally receives preferential treatment.[140] Government officials attend Roman Catholic events as well as major Evangelical and Jewish ceremonies.[137]
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The Chilean government treats the religious holidays of Christmas, Good Friday, the Feast of the Virgin of Carmen, the Feast of Saints Peter and Paul, the Feast of the Assumption, All Saints' Day, and the Feast of the Immaculate Conception as national holidays.[137] Recently, the government declared 31 October, Reformation Day, to be an additional national holiday, in honor of the Evangelical churches of the country.[141][142]
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The patron saints of Chile are Our Lady of Mount Carmel and Saint James the Greater (Santiago).[143] In 2005, Pope Benedict XVI canonized Alberto Hurtado, who became the country's second native Roman Catholic saint after Teresa de los Andes.[144]
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The Metropolitan Cathedral of Santiago.
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Bahá'í House of Worship for South America.
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Mosque Mohammed VI Center for Dialogue of Civilizations, in Coquimbo.
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Valparaíso Lutheran Church.
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Greek Orthodox Church of the Saints Constantine and Elena, located in the commune of Ñuñoa, Santiago.
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Jewish Hanukkah in La Moneda Palace, Santiago.
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The Spanish spoken in Chile is distinctively accented and quite unlike that of neighboring South American countries because final syllables are often dropped, and some consonants have a soft pronunciation.[clarification needed] Accent varies only very slightly from north to south; more noticeable are the differences in accent based on social class or whether one lives in the city or the country. That the Chilean population was largely formed in a small section at the center of the country and then migrated in modest numbers to the north and south helps explain this relative lack of differentiation, which was maintained by the national reach of radio, and now television, which also helps to diffuse and homogenize colloquial expressions.[25]
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There are several indigenous languages spoken in Chile: Mapudungun, Quechua, Aymara and Rapa Nui. After the Spanish invasion, Spanish took over as the lingua franca and the indigenous languages have become minority languages, with some now extinct or close to extinction.[145]
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German is still spoken to some extent in southern Chile,[146] either in small country side pockets or as a second language among the communities of larger cities.
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Through initiatives such as the English Opens Doors Program, the government made English mandatory for students in fifth-grade and above in public schools. Most private schools in Chile start teaching English from kindergarten.[147] Common English words have been absorbed and appropriated into everyday Spanish speech.[148]
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In Chile, education begins with preschool until the age of 5. Primary school is provided for children between ages 6 and 13. Students then attend secondary school until graduation at age 17.
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Secondary education is divided into two parts: During the first two years, students receive a general education. Then, they choose a branch: scientific humanistic education, artistic education, or technical and professional education. Secondary school ends two years later on the acquirement of a certificate (licencia de enseñanza media).[149]
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Chilean education is segregated by wealth in a three-tiered system — the quality of the schools reflect socioeconomic backgrounds:
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Upon successful graduation of secondary school, students may continue into higher education. The higher education schools in Chile consist of Chilean Traditional Universities and are divided into public universities or private universities. There are medical schools and both the Universidad de Chile and Universidad Diego Portales offer law schools in a partnership with Yale University.[151]
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The Ministry of Health (Minsal) is the cabinet-level administrative office in charge of planning, directing, coordinating, executing, controlling and informing the public health policies formulated by the President of Chile. The National Health Fund (Fonasa), created in 1979, is the financial entity entrusted to collect, manage and distribute state funds for health in Chile. It is funded by the public. All employees pay 7 percent of their monthly income to the fund.[citation needed]
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Fonasa is part of the NHSS and has executive power through the Ministry of Health (Chile). Its headquarters are in Santiago and decentralized public service is conducted by various Regional Offices. More than 12 million beneficiaries benefit from Fonasa. Beneficiaries can also opt for more costly private insurance through Isapre. Hospitals in Chile are mainly located in the Santiago Metropolitan Region.[citation needed]
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The Central Bank of Chile in Santiago serves as the central bank for the country. The Chilean currency is the Chilean peso (CLP). Chile is one of South America's most stable and prosperous nations,[9] leading Latin American nations in human development, competitiveness, income per capita, globalization, economic freedom, and low perception of corruption.[11] Since July 2013, Chile is considered by the World Bank as a "high-income economy".[152][153][154]
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Chile has the highest degree of economic freedom in South America (ranking 7th worldwide), owing to its independent and efficient judicial system and prudent public finance management.[155] In May 2010 Chile became the first South American country to join the OECD.[156] In 2006, Chile became the country with the highest nominal GDP per capita in Latin America.[157]
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Copper mining makes up 20% of Chilean GDP and 60% of exports.[158] Escondida is the largest copper mine in the world, producing over 5% of global supplies.[158] Overall, Chile produces a third of the world's copper.[158] Codelco, the state mining firm, competes with private copper mining companies.[158]
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Sound economic policies, maintained consistently since the 1980s, have contributed to steady economic growth in Chile and have more than halved poverty rates.[159][25] Chile began to experience a moderate economic downturn in 1999. The economy remained sluggish until 2003, when it began to show clear signs of recovery, achieving 4.0% GDP growth.[160] The Chilean economy finished 2004 with growth of 6 percent. Real GDP growth reached 5.7 percent in 2005 before falling back to 4 percent in 2006. GDP expanded by 5 percent in 2007.[25] Faced with an international economic downturn the government announced an economic stimulus plan to spur employment and growth, and despite the global financial crisis, aimed for an expansion of between 2 percent and 3 percent of GDP for 2009. Nonetheless, economic analysts disagreed with government estimates and predicted economic growth at a median of 1.5 percent.[161] Real GDP growth in 2012 was 5.5%. Growth slowed to 4.1% in the first quarter of 2013.[162]
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The unemployment rate was 6.4% in April 2013.[163] There are reported labor shortages in agriculture, mining, and construction.[162] The percentage of Chileans with per capita household incomes below the poverty line—defined as twice the cost of satisfying a person's minimal nutritional needs—fell from 45.1 percent in 1987 to 11.5 percent in 2009, according to government surveys.[164][165] Critics in Chile, however, argue that true poverty figures are considerably higher than those officially published.[166] Using the relative yardstick favoured in many European countries, 27% of Chileans would be poor, according to Juan Carlos Feres of the ECLAC.[167]
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As of November 2012[update], about 11.1 million people (64% of the population) benefit from government welfare programs,[168][clarification needed] via the "Social Protection Card", which includes the population living in poverty and those at a risk of falling into poverty.[169]
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The privatized national pension system (AFP) has encouraged domestic investment and contributed to an estimated total domestic savings rate of approximately 21 percent of GDP.[170] Under the compulsory private pension system, most formal sector employees pay 10 percent of their salaries into privately managed funds.[25]
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Chile has signed free trade agreements (FTAs) with a whole network of countries, including an FTA with the United States that was signed in 2003 and implemented in January 2004.[171] Internal Government of Chile figures show that even when factoring out inflation and the recent high price of copper, bilateral trade between the U.S. and Chile has grown over 60 percent since then.[25] Chile's total trade with China reached US$8.8 billion in 2006, representing nearly 66 percent of the value of its trade relationship with Asia.[25] Exports to Asia increased from US$15.2 billion in 2005 to US$19.7 billion in 2006, a 29.9 percent increase.[25] Year-on-year growth in imports was especially strong from a number of countries: Ecuador (123.9%), Thailand (72.1%), South Korea (52.6%), and China (36.9%).[25]
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Chile's approach to foreign direct investment is codified in the country's Foreign Investment Law. Registration is reported to be simple and transparent, and foreign investors are guaranteed access to the official foreign exchange market to repatriate their profits and capital.[25]
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The Chilean Government has formed a Council on Innovation and Competition, hoping to bring in additional FDI to new parts of the economy.[25]
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Standard & Poor's gives Chile a credit rating of AA-.[172] The Government of Chile continues to pay down its foreign debt, with public debt only 3.9 percent of GDP at the end of 2006.[25] The Chilean central government is a net creditor with a net asset position of 7% of GDP at end 2012.[162] The current account deficit was 4% in the first quarter of 2013, financed mostly by foreign direct investment.[162] 14% of central government revenue came directly from copper in 2012.[162]
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Chile is rich in mineral resources, especially copper and lithium. It is thought that due to the importance of lithium for batteries for electric vehicles and stabilization of electric grids with large proportions of intermittent renewables in the electricity mix, Chile could be strengthened geopolitically. However, this perspective has also been criticised for underestimating the power of economic incentives for expanded production in other parts of the world.[173]
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Agriculture in Chile encompasses a wide range of different activities due to its particular geography, climate and geology and human factors. Historically agriculture is one of the bases of Chile's economy. Now agriculture and allied sectors like forestry, logging and fishing account for only 4.9% of the GDP as of 2007[update] and employ 13.6% of the country's labor force. Some major agriculture products of Chile include grapes, apples, pears, onions, wheat, maize, oats, peaches, garlic, asparagus, beans, beef, poultry, wool, fish, timber and hemp. Due to its geographical isolation and strict customs policies Chile is free from diseases such as mad cow disease, fruit fly and Phylloxera. This, its location in the Southern Hemisphere, which has quite different harvesting times from the Northern Hemisphere, and its wide range of agriculture conditions are considered Chile's main comparative advantages. However, Chile's mountainous landscape limits the extent and intensity of agriculture so that arable land corresponds only to 2.62% of the total territory. Chile currently utilizes 14,015 Hectares of agricultural land.[174]
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Tourism in Chile has experienced sustained growth over the last few decades. In 2005, tourism grew by 13.6 percent, generating more than 4.5 billion dollars of which 1.5 billion was attributed to foreign tourists. According to the National Service of Tourism (Sernatur), 2 million people a year visit the country. Most of these visitors come from other countries in the American continent, mainly Argentina; followed by a growing number from the United States, Europe, and Brazil with a growing number of Asians from South Korea and China.[175]
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The main attractions for tourists are places of natural beauty situated in the extreme zones of the country: San Pedro de Atacama, in the north, is very popular with foreign tourists who arrive to admire the Incaic architecture, the altiplano lakes, and the Valley of the Moon.[citation needed] In Putre, also in the north, there is the Chungará Lake, as well as the Parinacota and the Pomerape volcanoes, with altitudes of 6,348 m and 6,282 m, respectively. Throughout the central Andes there are many ski resorts of international repute,[citation needed] including Portillo, Valle Nevado and Termas de Chillán.
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The main tourist sites in the south are national parks (the most popular is Conguillío National Park in the Araucanía)[citation needed] and the coastal area around Tirúa and Cañete with the Isla Mocha and the Nahuelbuta National Park, Chiloé Archipelago and Patagonia, which includes Laguna San Rafael National Park, with its many glaciers, and the Torres del Paine National Park. The central port city of Valparaíso, which is World Heritage with its unique architecture, is also popular.[citation needed] Finally, Easter Island in the Pacific Ocean is one of the main Chilean tourist destinations.
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For locals, tourism is concentrated mostly in the summer (December to March), and mainly in the coastal beach towns.[citation needed] Arica, Iquique, Antofagasta, La Serena and Coquimbo are the main summer centers in the north, and Pucón on the shores of Lake Villarrica is the main center in the south. Because of its proximity to Santiago, the coast of the Valparaíso Region, with its many beach resorts, receives the largest number of tourists. Viña del Mar, Valparaíso's more affluent northern neighbor, is popular because of its beaches, casino, and its annual song festival, the most important musical event in Latin America.[citation needed] Pichilemu in the O'Higgins Region is widely known as South America's "best surfing spot" according to Fodor's.[citation needed]
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In November 2005 the government launched a campaign under the brand "Chile: All Ways Surprising" intended to promote the country internationally for both business and tourism.[176] Museums in Chile such as the Chilean National Museum of Fine Arts built in 1880, feature works by Chilean artists.
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Chile is home to the world renowned Patagonian Trail that resides on the border between Argentina and Chile. Chile recently launched a massive scenic route for tourism in hopes of encouraging development based on conservation. The Route of Parks covers 1,740 miles and was designed by Tompkin Conservation (founders Douglas Tompkins and wife Kristine).[177]
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Due to Chile's topography a functioning transport network is vital to its economy. Buses are now the main means of long-distance transportation in Chile, following the decline of its railway network.[178] The bus system covers the entire country, from Arica to Santiago (a 30-hour journey) and from Santiago to Punta Arenas (about 40 hours, with a change at Osorno).
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Chile has a total of 372 runways (62 paved and 310 unpaved). Important airports in Chile include Chacalluta International Airport (Arica), Diego Aracena International Airport (Iquique), Andrés Sabella Gálvez International Airport
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(Antofagasta), Carriel Sur International Airport (Concepción), El Tepual International Airport (Puerto Montt), Presidente Carlos Ibáñez del Campo International Airport (Punta Arenas), La Araucanía International Airport (Temuco), Mataveri International Airport (Easter Island), the most remote airport in the world,[dubious – discuss] and the Comodoro Arturo Merino Benítez International Airport (Santiago) with a traffic of 12,105,524 passengers in 2011. Santiago is headquarters of Latin America's largest airline holding company and Chilean flag carrier LATAM Airlines.
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Chile has a telecommunication system which covers much of the country, including Chilean insular and Antarctic bases. Privatization of the telephone system began in 1988; Chile has one of the most advanced telecommunications infrastructure in South America with a modern system based on extensive microwave radio relay facilities and domestic satellite system with 3 earth stations.[159] In 2012, there were 3.276 million main lines in use and 24.13 million mobile cellular telephone subscribers.[159] According to a 2012 database of the International Telecommunications Union (ITU), 61.42% of the Chilean population uses the internet, making Chile the country with the highest internet penetration in South America.[180] The Chilean internet country code is ".cl".
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From the period between early agricultural settlements and up to the late pre-Hispanic period, northern Chile was a region of Andean culture that was influenced by altiplano traditions spreading to the coastal valleys of the north, while southern regions were areas of Mapuche cultural activities. Throughout the colonial period following the conquest, and during the early Republican period, the country's culture was dominated by the Spanish. Other European influences, primarily English, French, and German began in the 19th century and have continued to this day. German migrants influenced the Bavarian style rural architecture and cuisine in the south of Chile in cities such as Valdivia, Frutillar, Puerto Varas, Osorno, Temuco, Puerto Octay, Llanquihue, Faja Maisan, Pitrufquén, Victoria, Pucón and Puerto Montt.[181][182][183][184][185]
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Music in Chile ranges from folkloric, popular and classical music. Its large geography generates different musical styles in the north, center and south of the country, including also Easter Island and Mapuche music.[186] The national dance is the cueca. Another form of traditional Chilean song, though not a dance, is the tonada. Arising from music imported by the Spanish colonists, it is distinguished from the cueca by an intermediate melodic section and a more prominent melody.
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Between 1950 and 1970 appears a rebirth in folk music leading by groups such as Los de Ramón, Los Cuatro Huasos and Los Huasos Quincheros, among others[187] with composers such as Raúl de Ramón, Violeta Parra and others. In the mid-1960s native musical forms were revitalized by the Parra family with the Nueva canción Chilena, which was associated with political activists and reformers such as Víctor Jara, Inti-Illimani, and Quilapayún. Other important folk singer and researcher on folklore and Chilean ethnography, is Margot Loyola. Also many Chilean rock bands like Los Jaivas, Los Prisioneros, La Ley, and Los Tres have reached international success. In February, annual music festivals are held in Viña del Mar.[188]
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Chile is a country of poets.[189][190] Gabriela Mistral was the first Latin American to receive a Nobel Prize in Literature (1945). Chile's most famous poet is Pablo Neruda, who received the Nobel Prize for Literature (1971) and is world-renowned for his extensive library of works on romance, nature, and politics. His three highly personalized homes in Isla Negra, Santiago and Valparaíso are popular tourist destinations.
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Among the list of other Chilean poets are Carlos Pezoa Véliz, Vicente Huidobro, Gonzalo Rojas, Pablo de Rokha, Nicanor Parra and Raúl Zurita. Isabel Allende is the best-selling Chilean novelist, with 51 millions of her novels sold worldwide.[191] Novelist José Donoso's novel The Obscene Bird of Night is considered by critic Harold Bloom to be one of the canonical works of 20th-century Western literature. Another internationally recognized Chilean novelist and poet is Roberto Bolaño whose translations into English have had an excellent reception from the critics.[192][193][194]
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Chilean cuisine is a reflection of the country's topographical variety, featuring an assortment of seafood, beef, fruits, and vegetables. Traditional recipes include asado, cazuela, empanadas, humitas, pastel de choclo, pastel de papas, curanto and sopaipillas.[195] Crudos is an example of the mixture of culinary contributions from the various ethnic influences in Chile. The raw minced llama, heavy use of shellfish and rice bread were taken from native Quechua Andean cuisine, (although now beef brought to Chile by Europeans is also used in place of the llama meat), lemon and onions were brought by the Spanish colonists, and the use of mayonnaise and yogurt was introduced by German immigrants, as was beer.
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The folklore of Chile, cultural and demographic characteristics of the country, is the result of mixture of Spanish and Amerindian elements that occurred during the colonial period. Due to cultural and historical reasons, they are classified and distinguished four major areas in the country: northern areas, central, southern and south. Most of the traditions of the culture of Chile have a festive purpose, but some, such as dances and ceremonies, have religious components.
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[196]
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Chilean mythology is the mythology and beliefs of the Folklore of Chile.
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This includes Chilote mythology, Rapa Nui mythology and Mapuche mythology.
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Film production originated in Valparaíso on 26 May 1902 with the premiere of the documentary Exercise General Fire Brigade, the first film completely filmed and processed in the country. In the following decades, marked milestones The deck of Death (or The Enigma of Lord Street) (1916), considered the first film of a Chilean story, The transmission of presidential (1920), the first animated film in the country, and North and South (1934), the first sound film of Chile.
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Chile's most popular sport is association football. Chile has appeared in nine FIFA World Cups which includes hosting the 1962 FIFA World Cup where the national football team finished third. Other results achieved by the national football team include two Copa América titles (2015 and 2016), and two runners up positions, one silver and two bronze medals at the Pan American Games, a bronze medal at the 2000 Summer Olympics and two third places finishes in the FIFA under-17 and under-20 youth tournaments. The top league in the Chilean football league system is the Chilean Primera División, which is named by the IFFHS as the ninth strongest national football league in the world.[197]
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The main football clubs are Colo-Colo, Universidad de Chile and Universidad Católica. Colo-Colo is the country's most successful football club, having both the most national and international championships, including the coveted Copa Libertadores South American club tournament. Universidad de Chile was the last international champion (Copa Sudamericana 2011).
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Tennis is Chile's most successful sport. Its national team won the World Team Cup clay tournament twice (2003 & 2004), and played the Davis Cup final against Italy in 1976. At the 2004 Summer Olympics the country captured gold and bronze in men's singles and gold in men's doubles. Marcelo Ríos became the first Latin American man to reach the number one spot in the ATP singles rankings in 1998. Anita Lizana won the US Open in 1937, becoming the first woman from Latin America to win a Grand Slam tournament. Luis Ayala was twice a runner-up at the French Open and both Ríos and Fernando González reached the Australian Open men's singles finals. González also won a silver medal in singles at the 2008 Summer Olympics in Beijing.
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At the Summer Olympic Games Chile boasts a total of two gold medals (tennis), seven silver medals (athletics, equestrian, boxing, shooting and tennis) and four bronze medals (tennis, boxing and football). In 2012, Chile won its first Paralympic Games medal (gold in Athletics).
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Rodeo is the country's national sport and is practiced in the more rural areas of the nation. A sport similar to hockey called chueca was played by the Mapuche people during the Spanish conquest. Skiing and snowboarding are practiced at ski centers located in the Central Andes, and in southern ski centers near to cities as Osorno, Puerto Varas, Temuco and Punta Arenas. surfing is popular at some coastal towns. Polo is professionally practiced within Chile, with the country achieving top prize in the 2008 and 2015 World Polo Championship.
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Basketball is a popular sport in which Chile has earned a bronze medal in the first men's FIBA World Championship held in 1950 and winning a second bronze medal when Chile hosted the 1959 FIBA World Championship. Chile hosted the first FIBA World Championship for Women in 1953 finishing the tournament with the silver medal. San Pedro de Atacama is host to the annual "Atacama Crossing", a six-stage, 250-kilometre (160 mi) footrace which annually attracts about 150 competitors from 35 countries. The Dakar Rally off-road automobile race has been held in both Chile and Argentina since 2009.
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|
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The cultural heritage of Chile consists, first, of their intangible heritage, composed of various cultural events, such as visual arts, crafts, dances, holidays, cuisine, games, music and traditions, and, secondly, by its tangible, consists of those buildings, objects and sites of archaeological, architectural, traditional, artistic, ethnographic, folkloric, historical, religious or technological scattered through Chilean territory, among them, those goods are declared World Heritage Site by UNESCO, in accordance with the provisions of the Convention concerning the Protection of World Cultural and Natural Heritage of 1972, ratified by Chile in 1980. These cultural sites are the Rapa Nui National Park (1995), the Churches of Chiloé (2000), the historical district of the port city of Valparaíso (2003), Humberstone and Santa Laura Saltpeter Works (2005) and the mining city Sewell (2006).
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In 1999 the Cultural Heritage Day was established as a way to honour and commemorate Chiles cultural heritage. It is an official national event celebrated in May every year. [198]
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Coordinates: 34°S 71°W / 34°S 71°W / -34; -71
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Chile (/ˈtʃɪli/ (listen), /ˈtʃɪleɪ/;[8] Spanish: [ˈtʃile]),[nb 2] officially the Republic of Chile (Spanish: República de Chile (help·info)), is a country in western South America. It occupies a long, narrow strip of land between the Andes to the east and the Pacific Ocean to the west. Chile covers an area of 756,096 square kilometres (291,930 sq mi) and has a population of 17.5 million as of 2017.[4] The capital and largest city is Santiago and the national language is Spanish.
|
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|
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Chile borders Peru to the north, Bolivia to the northeast, Argentina to the east, and the Drake Passage in the far south. Chilean territory includes the Pacific islands of Juan Fernández, Salas y Gómez, Desventuradas, and Easter Island in Oceania. Chile also claims about 1,250,000 square kilometres (480,000 sq mi) of Antarctica under the Chilean Antarctic Territory.[nb 3]
|
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|
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Spain conquered and colonized the region in the mid-16th century, replacing Inca rule, but failing to conquer the independent Mapuche who inhabited what is now south-central Chile. After declaring independence from Spain in 1818, Chile emerged in the 1830s as a relatively stable authoritarian republic. In the 19th century, Chile saw significant economic and territorial growth, ending Mapuche resistance in the 1880s and gaining its current northern territory in the War of the Pacific (1879–83) after defeating Peru and Bolivia. In the 1960s and 1970s, the country experienced severe left-right political polarization and turmoil. This development culminated with the 1973 Chilean coup d'état that overthrew Salvador Allende's democratically elected left-wing government and instituted a 16-year right-wing military dictatorship of Augusto Pinochet that left more than 3,000 people dead or missing.[9] The regime ended in 1990 after a referendum in 1988 and was succeeded by a center-left coalition which ruled until 2010.
|
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|
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Chile is a high-income economy with high living standards.[9][10] It is among South America's most economically and socially stable and prosperous nations and it leads Latin American nations in rankings of competitiveness, income per capita, globalization, state of peace, economic freedom, and low perception of corruption.[11] It also ranks high regionally in sustainability of the state, and democratic development.[12] Currently it also has the lowest homicide rate in the Americas after Canada. Chile is a founding member of the United Nations, the Community of Latin American and Caribbean States (CELAC) and the Pacific Alliance, and joined the OECD in 2010.
|
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There are various theories about the origin of the word Chile. According to 17th-century Spanish chronicler Diego de Rosales,[13] the Incas called the valley of the Aconcagua "Chili" by corruption of the name of a Picunche tribal chief ("cacique") called Tili, who ruled the area at the time of the Incan conquest in the 15th century.[14][15] Another theory points to the similarity of the valley of the Aconcagua with that of the Casma Valley in Peru, where there was a town and valley named Chili.[15]
|
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|
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Other theories say Chile may derive its name from a Native American word meaning either "ends of the earth" or "sea gulls";[16] from the Mapuche word chilli, which may mean "where the land ends;"[17] or from the Quechua chiri, "cold",[18] or tchili, meaning either "snow"[18][19] or "the deepest point of the Earth".[20] Another origin attributed to chilli is the onomatopoeic cheele-cheele—the Mapuche imitation of the warble of a bird locally known as trile.[17][21]
|
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|
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The Spanish conquistadors heard about this name from the Incas, and the few survivors of Diego de Almagro's first Spanish expedition south from Peru in 1535–36 called themselves the "men of Chilli".[17] Ultimately, Almagro is credited with the universalization of the name Chile, after naming the Mapocho valley as such.[15] The older spelling "Chili" was in use in English until at least 1900 before switching to "Chile".[22]
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Stone tool evidence indicates humans sporadically frequented the Monte Verde valley area as long as 18,500 years ago.[23] About 10,000 years ago, migrating Indigenous Peoples settled in fertile valleys and coastal areas of what is present-day Chile. Settlement sites from very early human habitation include Monte Verde, Cueva del Milodón and the Pali-Aike Crater's lava tube. The Incas briefly extended their empire into what is now northern Chile, but the Mapuche (or Araucanians as they were known by the Spaniards) successfully resisted many attempts by the Inca Empire to subjugate them, despite their lack of state organization.[24] They fought against the Sapa Inca Tupac Yupanqui and his army. The result of the bloody three-day confrontation known as the Battle of the Maule was that the Inca conquest of the territories of Chile ended at the Maule river.[25]
|
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In 1520, while attempting to circumnavigate the globe, Ferdinand Magellan discovered the southern passage now named after him (the Strait of Magellan) thus becoming the first European to set foot on what is now Chile. The next Europeans to reach Chile were Diego de Almagro and his band of Spanish conquistadors, who came from Peru in 1535 seeking gold. The Spanish encountered various cultures that supported themselves principally through slash-and-burn agriculture and hunting.[25]
|
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The conquest of Chile began in earnest in 1540 and was carried out by Pedro de Valdivia, one of Francisco Pizarro's lieutenants, who founded the city of Santiago on 12 February 1541. Although the Spanish did not find the extensive gold and silver they sought, they recognized the agricultural potential of Chile's central valley, and Chile became part of the Spanish Empire.[25]
|
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Conquest took place gradually, and the Europeans suffered repeated setbacks. A massive Mapuche insurrection that began in 1553 resulted in Valdivia's death and the destruction of many of the colony's principal settlements. Subsequent major insurrections took place in 1598 and in 1655. Each time the Mapuche and other native groups revolted, the southern border of the colony was driven northward. The abolition of slavery by the Spanish crown in 1683 was done in recognition that enslaving the Mapuche intensified resistance rather than cowing them into submission. Despite royal prohibitions, relations remained strained from continual colonialist interference.[26]
|
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|
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Cut off to the north by desert, to the south by the Mapuche, to the east by the Andes Mountains, and to the west by the ocean, Chile became one of the most centralized, homogeneous colonies in Spanish America. Serving as a sort of frontier garrison, the colony found itself with the mission of forestalling encroachment by both the Mapuche and Spain's European enemies, especially the British and the Dutch. Buccaneers and English adventurers menaced the colony in addition to the Mapuche, as was shown by Sir Francis Drake's 1578 raid on Valparaíso, the colony's principal port. Chile hosted one of the largest standing armies in the Americas, making it one of the most militarized of the Spanish possessions, as well as a drain on the treasury of the Viceroyalty of Peru.[17]
|
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The first general census was conducted by the government of Agustín de Jáuregui between 1777 and 1778; it indicated that the population consisted of 259,646 inhabitants: 73.5 percent of European descent, 7.9 percent mestizos, 8.6 percent indigenous peoples and 9.8 percent blacks. Francisco Hurtado, Governor of the province of Chiloé, conducted a census in 1784 and found the population consisted of 26,703 inhabitants, 64.4 percent of whom were whites and 33.5 percent of whom were natives.
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The Diocese of Concepción conducted a census in areas south of the Maule river in 1812, but did not include the indigenous population or the inhabitants of the province of Chiloé. The population is estimated at 210,567, 86.1 percent of whom were Spanish or of European descent, 10 percent of whom were indigenous and 3.7 percent of whom were mestizos, blacks and mulattos.[27]
|
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In 1808, Napoleon's enthronement of his brother Joseph as the Spanish King precipitated the drive by the colony for independence from Spain. A national junta in the name of Ferdinand – heir to the deposed king – was formed on 18 September 1810. The Government Junta of Chile proclaimed Chile an autonomous republic within the Spanish monarchy (in memory of this day, Chile celebrates its National Day on 18 September each year).
|
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After these events, a movement for total independence, under the command of José Miguel Carrera (one of the most renowned patriots) and his two brothers Juan José and Luis Carrera, soon gained a wider following. Spanish attempts to re-impose arbitrary rule during what was called the Reconquista led to a prolonged struggle, including infighting from Bernardo O'Higgins, who challenged Carrera's leadership.
|
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Intermittent warfare continued until 1817. With Carrera in prison in Argentina, O'Higgins and anti-Carrera cohort José de San Martín, hero of the Argentine War of Independence, led an army that crossed the Andes into Chile and defeated the royalists. On 12 February 1818, Chile was proclaimed an independent republic. The political revolt brought little social change, however, and 19th-century Chilean society preserved the essence of the stratified colonial social structure, which was greatly influenced by family politics and the Roman Catholic Church. A strong presidency eventually emerged, but wealthy landowners remained powerful.[25]
|
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Chile slowly started to expand its influence and to establish its borders. By the Tantauco Treaty, the archipelago of Chiloé was incorporated in 1826. The economy began to boom due to the discovery of silver ore in Chañarcillo, and the growing trade of the port of Valparaíso, which led to conflict over maritime supremacy in the Pacific with Peru. At the same time, attempts were made to strengthen sovereignty in southern Chile intensifying penetration into Araucanía and colonizing Llanquihue with German immigrants in 1848. Through the founding of Fort Bulnes by the Schooner Ancud under the command of John Williams Wilson, the Magallanes region joined the country in 1843, while the Antofagasta region, at the time part of Bolivia, began to fill with people.
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Toward the end of the 19th century, the government in Santiago consolidated its position in the south by the Occupation of Araucanía. The Boundary treaty of 1881 between Chile and Argentina confirmed Chilean sovereignty over the Strait of Magellan. As a result of the War of the Pacific with Peru and Bolivia (1879–83), Chile expanded its territory northward by almost one-third, eliminating Bolivia's access to the Pacific, and acquired valuable nitrate deposits, the exploitation of which led to an era of national affluence. Chile had joined the stand as one of the high-income countries in South America by 1870.[28]
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The 1891 Chilean Civil War brought about a redistribution of power between the President and Congress, and Chile established a parliamentary style democracy. However, the Civil War had also been a contest between those who favored the development of local industries and powerful Chilean banking interests, particularly the House of Edwards who had strong ties to foreign investors. Soon after, the country engaged in a vastly expensive naval arms race with Argentina that nearly led to war.
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The Chilean economy partially degenerated into a system protecting the interests of a ruling oligarchy. By the 1920s, the emerging middle and working classes were powerful enough to elect a reformist president, Arturo Alessandri, whose program was frustrated by a conservative congress. In the 1920s, Marxist groups with strong popular support arose.[25]
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A military coup led by General Luis Altamirano in 1924 set off a period of political instability that lasted until 1932. Of the ten governments that held power in that period, the longest lasting was that of General Carlos Ibáñez del Campo, who briefly held power in 1925 and then again between 1927 and 1931 in what was a de facto dictatorship (although not really comparable in harshness or corruption to the type of military dictatorship that have often bedeviled the rest of Latin America).[29][30]
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By relinquishing power to a democratically elected successor, Ibáñez del Campo retained the respect of a large enough segment of the population to remain a viable politician for more than thirty years, in spite of the vague and shifting nature of his ideology. When constitutional rule was restored in 1932, a strong middle-class party, the Radicals, emerged. It became the key force in coalition governments for the next 20 years. During the period of Radical Party dominance (1932–52), the state increased its role in the economy. In 1952, voters returned Ibáñez del Campo to office for another six years. Jorge Alessandri succeeded Ibáñez del Campo in 1958, bringing Chilean conservatism back into power democratically for another term.
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The 1964 presidential election of Christian Democrat Eduardo Frei Montalva by an absolute majority initiated a period of major reform. Under the slogan "Revolution in Liberty", the Frei administration embarked on far-reaching social and economic programs, particularly in education, housing, and agrarian reform, including rural unionization of agricultural workers. By 1967, however, Frei encountered increasing opposition from leftists, who charged that his reforms were inadequate, and from conservatives, who found them excessive. At the end of his term, Frei had not fully achieved his party's ambitious goals.[25]
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In the 1970 election, Senator Salvador Allende of the Socialist Party of Chile (then part of the "Popular Unity" coalition which included the Communists, Radicals, Social-Democrats, dissident Christian Democrats, the Popular Unitary Action Movement, and the Independent Popular Action),[25] achieved a partial majority in a plurality of votes in a three-way contest, followed by candidates Radomiro Tomic for the Christian Democrat Party and Jorge Alessandri for the Conservative Party. Allende was not elected with an absolute majority, receiving fewer than 35 percent of votes.
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The Chilean Congress conducted a runoff vote between the leading candidates, Allende and former president Jorge Alessandri, and, keeping with tradition, chose Allende by a vote of 153 to 35. Frei refused to form an alliance with Alessandri to oppose Allende, on the grounds that the Christian Democrats were a workers' party and could not make common cause with the right wing.[31][32]
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An economic depression that began in 1972 was exacerbated by capital flight, plummeting private investment, and withdrawal of bank deposits in response to Allende's socialist program. Production fell and unemployment rose. Allende adopted measures including price freezes, wage increases, and tax reforms, to increase consumer spending and redistribute income downward.[33] Joint public-private public works projects helped reduce unemployment.[34][page needed] Much of the banking sector was nationalized. Many enterprises within the copper, coal, iron, nitrate, and steel industries were expropriated, nationalized, or subjected to state intervention. Industrial output increased sharply and unemployment fell during the Allende administration's first year.[34]
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Allende's program included advancement of workers' interests,[34][35] replacing the judicial system with "socialist legality",[36] nationalization of banks and forcing others to bankruptcy,[36] and strengthening "popular militias" known as MIR.[36] Started under former President Frei, the Popular Unity platform also called for nationalization of Chile's major copper mines in the form of a constitutional amendment. The measure was passed unanimously by Congress.
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As a result,[37] the Richard Nixon administration organized and inserted secret operatives in Chile, in order to swiftly destabilize Allende's government.[38] In addition, US financial pressure restricted international economic credit to Chile.[39]
|
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The economic problems were also exacerbated by Allende's public spending which was financed mostly by printing money and poor credit ratings given by commercial banks.[40]
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Simultaneously, opposition media, politicians, business guilds and other organizations helped to accelerate a campaign of domestic political and economical destabilization, some of which was backed by the United States.[39][41] By early 1973, inflation was out of control. The crippled economy was further battered by prolonged and sometimes simultaneous strikes by physicians, teachers, students, truck owners, copper workers, and the small business class.
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On 26 May 1973, Chile's Supreme Court, which was opposed to Allende's government, unanimously denounced the Allende disruption of the legality of the nation. Although illegal under the Chilean constitution, the court supported and strengthened Pinochet's soon-to-be seizure of power.[36][42]
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A military coup overthrew Allende on 11 September 1973. As the armed forces bombarded the presidential palace, Allende apparently committed suicide.[43][44] After the coup, Henry Kissinger told U.S. president Richard Nixon that the United States had "helped" the coup.[45]
|
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A military junta, led by General Augusto Pinochet, took control of the country. The first years of the regime were marked by human rights violations. Chile actively participated in Operation Condor.[46] On October 1973, at least 72 people were murdered by the Caravan of Death.[47] According to the Rettig Report and Valech Commission, at least 2,115 were killed,[48] and at least 27,265[49] were tortured (including 88 children younger than 12 years old).[49] In 2011, Chile recognized an additional 9,800 victims, bringing the total number of killed, tortured or imprisoned for political reasons to 40,018.[50] At the national stadium, filled with detainees, one of those tortured and killed was internationally known poet-singer Víctor Jara (see "Music and Dance", below). The stadium was renamed for Jara in 2003.
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A new Constitution was approved by a controversial plebiscite on 11 September 1980, and General Pinochet became president of the republic for an eight-year term. After Pinochet obtained rule of the country, several hundred committed Chilean revolutionaries joined the Sandinista army in Nicaragua, guerrilla forces in Argentina or training camps in Cuba, Eastern Europe and Northern Africa.[51]
|
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In the late 1980s, largely as a result of events such as the 1982 economic collapse[52] and mass civil resistance in 1983–88, the government gradually permitted greater freedom of assembly, speech, and association, to include trade union and political activity.[53] The government launched market-oriented reforms with Hernán Büchi as Minister of Finance. Chile moved toward a free market economy that saw an increase in domestic and foreign private investment, although the copper industry and other important mineral resources were not opened for competition. In a plebiscite on 5 October 1988, Pinochet was denied a second eight-year term as president (56% against 44%). Chileans elected a new president and the majority of members of a bicameral congress on 14 December 1989. Christian Democrat Patricio Aylwin, the candidate of a coalition of 17 political parties called the Concertación, received an absolute majority of votes (55%).[54] President Aylwin served from 1990 to 1994, in what was considered a transition period.
|
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In December 1993, Christian Democrat Eduardo Frei Ruiz-Tagle, the son of previous president Eduardo Frei Montalva, led the Concertación coalition to victory with an absolute majority of votes (58%).[55] Frei Ruiz-Tagle was succeeded in 2000 by Socialist Ricardo Lagos, who won the presidency in an unprecedented runoff election against Joaquín Lavín of the rightist Alliance for Chile.[56] In January 2006, Chileans elected their first female president, Michelle Bachelet Jeria, of the Socialist Party, defeating Sebastián Piñera, of the National Renewal party, extending the Concertación governance for another four years.[57][58] In January 2010, Chileans elected Sebastián Piñera as the first rightist President in 20 years, defeating former President Eduardo Frei Ruiz-Tagle of the Concertación, for a four-year term succeeding Bachelet. Due to term limits, Sebastián Piñera did not stand for re-election in 2013, and his term expired in March 2014 resulting in Michelle Bachelet returning to office.
|
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On 27 February 2010, Chile was struck by an 8.8 Mw earthquake, the fifth largest ever recorded at the time. More than 500 people died (most from the ensuing tsunami) and over a million people lost their homes. The earthquake was also followed by multiple aftershocks.[59] Initial damage estimates were in the range of US$15–30 billion, around 10 to 15 percent of Chile's real gross domestic product.[60]
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Chile achieved global recognition for the successful rescue of 33 trapped miners in 2010. On 5 August 2010 the access tunnel collapsed at the San José copper and gold mine in the Atacama Desert near Copiapó in northern Chile, trapping 33 men 700 metres (2,300 ft) below ground. A rescue effort organized by the Chilean government located the miners 17 days later. All 33 men were brought to the surface two months later on 13 October 2010 over a period of almost 24 hours, an effort that was carried on live television around the world.[61]
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2019 Chilean protests are a series of country-wide protests in response to a raise in the Santiago Metro's subway fare, the increased cost of living, privatization and inequality prevalent in the country.[62] On 15 November, most of the political parties represented in the National Congress signed an agreement to call a national referendum on April 2020 regarding the creation of a new Constitution, later postponed to October due to the COVID-19 pandemic.[63]
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|
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The current Constitution of Chile was approved in a national plebiscite—regarded as "highly irregular" by some observers[64]—in September 1980, under the military dictatorship of Augusto Pinochet. It entered into force in March 1981. After Pinochet's defeat in the 1988 plebiscite, the constitution was amended to ease provisions for future amendments to the Constitution. In September 2005, President Ricardo Lagos signed into law several constitutional amendments passed by Congress. These include eliminating the positions of appointed senators and senators for life, granting the President authority to remove the commanders-in-chief of the armed forces, and reducing the presidential term from six to four years.[65]
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|
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The Congress of Chile has a 38-seat Senate and a 120-member Chamber of Deputies. Senators serve for eight years with staggered terms, while deputies are elected every 4 years. The last congressional elections were held on 17 November 2013, concurrently with the presidential election. The current Senate has a 21–15 split in favor of the governing coalition and 2 independents. The current lower house, the Chamber of Deputies, contains 67 members of the governing center-left coalition, 48 from the center-right opposition and 5 from small parties or independents. The Congress is located in the port city of Valparaíso, about 140 kilometres (87 miles) west of the capital, Santiago.
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|
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+
Chile's congressional elections are governed by a binomial system that, for the most part, rewards the two largest representations equally, often regardless of their relative popular support. Parties are thus forced to form wide coalitions and, historically, the two largest coalitions (Concertación and Alianza) split most of the seats. Only if the leading coalition ticket out-polls the second place coalition by a margin of more than 2-to-1 does the winning coalition gain both seats, which tends to lock the legislature in a roughly 50–50 split.
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Chile's judiciary is independent and includes a court of appeal, a system of military courts, a constitutional tribunal, and the Supreme Court of Chile. In June 2005, Chile completed a nationwide overhaul of its criminal justice system.[66] The reform has replaced inquisitorial proceedings with an adversarial system more similar to that of the United States.
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|
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In the 2001 congressional elections, the conservative Independent Democratic Union (UDI) surpassed the Christian Democrats for the first time to become the largest party in the lower house. In the 2005 parliamentary election, both leading parties, the Christian Democrats and the UDI lost representation in favor of their respective allies Socialist Party (which became the biggest party in the Concertación block) and National Renewal in the right-wing alliance. In the 2009 legislative elections in Chile, the Communist Party won 3 out of 120 seats in the Chamber of Deputies for the first time in 30 years (the Communist Party was not allowed to exist as such during the dictatorship).
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+
Chileans voted in the first round of presidential elections on 17 November 2013. None of the nine presidential candidates got more than 50 percent of the vote. As a result, the top two candidates, center-left Nueva Mayoría coalition's Michelle Bachelet and center-right Alianza coalition's Evelyn Matthei, competed in a run-off election on 15 December 2013, which Bachelet won. This was Chile's sixth presidential election since the end of the Pinochet era. All six have been judged free and fair. The president is constitutionally barred from serving consecutive terms.
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Since the early decades after independence, Chile has always had an active involvement in foreign affairs. In 1837 the country aggressively challenged the dominance of Peru's port of Callao for preeminence in the Pacific trade routes, defeating the short-lived alliance between Peru and Bolivia, the Peru-Bolivian Confederation (1836–39) in the War of the Confederation. The war dissolved the confederation while distributing power in the Pacific. A second international war, the War of the Pacific (1879–83), further increased Chile's regional role, while adding considerably to its territory.[17]
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During the 19th century, Chile's commercial ties were primarily with Britain, a nation that had a major influence on the formation of the Chilean navy. The French influenced Chile's legal and educational systems and had a decisive impact on Chile, through the architecture of the capital in the boom years at the turn of the 20th century. German influence came from the organization and training of the army by Prussians.[17]
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On 26 June 1945, Chile participated as a founding member of the United Nations being among 50 countries that signed the United Nations Charter in San Francisco, California.[67][68] With the military coup of 1973, Chile became isolated politically as a result of widespread human rights abuses.[17]
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Since its return to democracy in 1990, Chile has been an active participant in the international political arena. Chile completed a 2-year non-permanent position on the UN Security Council in January 2005. Jose Miguel Insulza, a Chilean national, was elected Secretary General of the Organization of American States in May 2005 and confirmed in his position, being re-elected in 2009. Chile is currently serving on the International Atomic Energy Agency (IAEA) Board of Governors, and the 2007–2008 chair of the board is Chile's ambassador to the IAEA, Milenko E. Skoknic. The country is an active member of the UN family of agencies and participates in UN peacekeeping activities. It was re-elected as a member of the UN Human Rights Council in 2011 for a three-year term.[69] It was also elected to one of five non-permanent seats on the UN Security Council in 2013.[70] Chile hosted the Defense Ministerial of the Americas in 2002 and the APEC summit and related meetings in 2004. It also hosted the Community of Democracies ministerial in April 2005 and the Ibero-American Summit in November 2007. An associate member of Mercosur and a full member of APEC, Chile has been a major player in international economic issues and hemispheric free trade.[25]
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There have been many arguments between Chileans and Peruvians since the 1800s because they both claim boundary coastal lines. Peruvians claim the Northern part of Chile, which is now South West of Peru. This is also known as the "triangulation" which was made to fix the boundary problem between Chile and Peru. The decisions were accomplished on 27 January 1839 by the International Court of Justice [71] This became the War of the Pacific which was in the years 1879–1883.[72] This conflict was caused by the mineral resources Chile had, Peruvians believed they belonged to them as well. Chile had to control sea shipping to Peru and sent out an army to invade Peru on 8 October 1879. The attempt was also made to The United States but failed badly on October 1880. There was a resistance between Peruvians and Chileans for a few years because they could not reach an agreement. The United States offered help with a treaty for both Peru and Chile, better known as the Treaty of Ancón. This was later signed by both of them on 20 October 1883 to keep peace between them. In 2008, Peru took Chile to court over their maritime disputes. Then later in 2014, the International Court of Justice's ruling resulted in Chile losing 80 miles from Northwestern ocean zone.[73] This ruling severely impacted fishers in the country making Chile lose a valuable trade in Northwest Chile.
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The Chilean government has diplomatic relations with most countries. It settled all its territorial disputes with Argentina during the 1990s except for part of the border at Southern Patagonian Ice Field. Chile and Bolivia severed diplomatic ties in 1978 over Bolivia's desire to regain sovereign access to the Pacific Ocean after losing it to Chile in the 1879–83 War of the Pacific. The two countries maintain consular relations and are represented at the Consul General level.[25]
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In 1978 Chile was administratively divided into regions,[74] and in 1979 subdivided into provinces and these into communes.[75][76] In total the country has 16 regions,[77][78] 56 provinces and 348 communes.[79]
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Each region is designated by a name and a Roman numeral assigned from north to south, except for the Santiago Metropolitan Region, which does not have a number. The creation of two new regions in 2007, Arica and Parinacota (XV) and Los Ríos (XIV), and a third region in 2018, Ñuble (XVI) made this numbering lose its original order meaning.
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The national flower is the copihue (Lapageria rosea, Chilean bellflower), which grows in the woods of southern Chile.
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The coat of arms depicts the two national animals: the condor (Vultur gryphus, a very large bird that lives in the mountains) and the huemul (Hippocamelus bisulcus, an endangered white tail deer). It also has the legend Por la razón o la fuerza (By reason or by force).
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The flag of Chile consists of two equal horizontal bands of white (top) and red; there is a blue square the same height as the white band at the hoist-side end of the white band; the square bears a white five-pointed star in the center representing a guide to progress and honor; blue symbolizes the sky, white is for the snow-covered Andes, and red stands for the blood spilled to achieve independence. The flag of Chile is similar to the Flag of Texas, although the Chilean flag is 21 years older. However, like the Texan flag, the flag of Chile is modeled after the Flag of the United States.[81]
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The Armed Forces of Chile are subject to civilian control exercised by the president through the Minister of Defense. The president has the authority to remove the commanders-in-chief of the armed forces.[25]
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The commander in chief of the Chilean Army is General Humberto Oviedo Arriagada.[82][83] The Chilean Army is 45,000 strong and is organized with an Army headquarters in Santiago, six divisions throughout its territory, an Air Brigade in Rancagua, and a Special Forces Command in Colina. The Chilean Army is one of the most professional and technologically advanced armies in Latin America.[25]
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Admiral Julio Leiva Molina directs around 25,000-person Chilean Navy,[84] including 2,500 Marines. Of the fleet of 29 surface vessels, only eight are operational major combatants (frigates). Those ships are based in Valparaíso.[85] The Navy operates its own aircraft for transport and patrol; there are no Navy fighter or bomber aircraft. The Navy also operates four submarines based in Talcahuano.[25][86]
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Air Force General (four star) Jorge Rojas Ávila heads the 12,500 strong Chilean Air Force. Air assets are distributed among five air brigades headquartered in Iquique, Antofagasta, Santiago, Puerto Montt, and Punta Arenas. The Air Force also operates an airbase on King George Island, Antarctica. The Air Force took delivery of the final two of ten F-16s, all purchased from the U.S., in March 2007 after several decades of U.S. debate and previous refusal to sell. Chile also took delivery in 2007 of a number of reconditioned Block 15 F-16s from the Netherlands, bringing to 18 the total of F-16s purchased from the Dutch.[25]
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After the military coup in September 1973 the Chilean national police (Carabineros) were incorporated into the Defense Ministry. With the return of democratic government, the police were placed under the operational control of the Interior Ministry but remained under the nominal control of the Defense Ministry. Gen. Gustavo González Jure is the head of the national police force of 40,964[87] men and women who are responsible for law enforcement, traffic management, narcotics suppression, border control, and counter-terrorism throughout Chile.[25]
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In 2017, Chile signed the UN treaty on the Prohibition of Nuclear Weapons.[88]
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A long and narrow coastal Southern Cone country on the west side of the Andes Mountains, Chile stretches over 4,300 km (2,670 mi) north to south, but only 350 km (217 mi) at its widest point east to west.[89] This encompasses a remarkable variety of climates and landscapes. It contains 756,950 square kilometres (292,260 sq mi) of land area. It is situated within the Pacific Ring of Fire. Excluding its Pacific islands and Antarctic claim, Chile lies between latitudes 17° and 56°S, and longitudes 66° and 75°W.
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Chile is among the longest north–south countries in the world. If one considers only mainland territory, Chile is unique within this group in its narrowness from east to west, with the other long north–south countries (including Brazil, Russia, Canada, and the United States, among others) all being wider from east to west by a factor of more than 10. Chile also claims 1,250,000 km2 (480,000 sq mi) of Antarctica as part of its territory (Chilean Antarctic Territory). However, this latter claim is suspended under the terms of the Antarctic Treaty, of which Chile is a signatory.[90] It is the world's southernmost country that is geographically on the mainland.[91]
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Chile controls Easter Island and Sala y Gómez Island, the easternmost islands of Polynesia, which it incorporated to its territory in 1888, and the Juan Fernández Islands, more than 600 km (370 mi) from the mainland. Also controlled but only temporarily inhabited (by some local fishermen) are the small islands of San Ambrosio and San Felix. These islands are notable because they extend Chile's claim to territorial waters out from its coast into the Pacific Ocean.[92]
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The northern Atacama Desert contains great mineral wealth, primarily copper and nitrates. The relatively small Central Valley, which includes Santiago, dominates the country in terms of population and agricultural resources. This area is also the historical center from which Chile expanded in the late 19th century, when it integrated the northern and southern regions. Southern Chile is rich in forests, grazing lands, and features a string of volcanoes and lakes. The southern coast is a labyrinth of fjords, inlets, canals, twisting peninsulas, and islands. The Andes Mountains are located on the eastern border.
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The diverse climate of Chile ranges from the world's driest desert in the north—the Atacama Desert—through a Mediterranean climate in the center, humid subtropical in Easter Island, to an oceanic climate, including alpine tundra and glaciers in the east and south.[9] According to the Köppen system, Chile within its borders hosts at least ten major climatic subtypes. There are four seasons in most of the country: summer (December to February), autumn (March to May), winter (June to August), and spring (September to November).
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The flora and fauna of Chile are characterized by a high degree of endemism, due to its particular geography. In continental Chile, the Atacama Desert in the north and the Andes mountains to the east are barriers that have led to the isolation of flora and fauna. Add to that the enormous length of Chile (over 4,300 km (2,672 mi)) and this results in a wide range of climates and environments that can be divided into three general zones: the desert provinces of the north, central Chile, and the humid regions of the south.
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The native flora of Chile consists of relatively fewer species compared to the flora of other South American countries.
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The northernmost coastal and central region is largely barren of vegetation, approaching the most absolute desert in the world.[93]
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On the slopes of the Andes, in addition to the scattered tola desert brush, grasses are found. The central valley is characterized by several species of cacti, the hardy espinos, the Chilean pine, the southern beeches and the copihue, a red bell-shaped flower that is Chile's national flower.[93]
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In southern Chile, south of the Biobío River, heavy precipitation has produced dense forests of laurels, magnolias, and various species of conifers and beeches, which become smaller and more stunted to the south.[94]
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The cold temperatures and winds of the extreme south preclude heavy forestation. Grassland is found in Atlantic Chile (in Patagonia). Much of the Chilean flora is distinct from that of neighboring Argentina, indicating that the Andean barrier existed during its formation.[94]
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Some of Chile's flora has an Antarctic origin due to land bridges which formed during the Cretaceous ice ages, allowing plants to migrate from Antarctica to South America.[95]
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Just over 3,000 species of fungi are recorded in Chile,[96][97] but this number is far from complete. The true total number of fungal species occurring in Chile is likely to be far higher, given the generally accepted estimate that only about 7 percent of all fungi worldwide have so far been discovered.[98] Although the amount of available information is still very small, a first effort has been made to estimate the number of fungal species endemic to Chile, and 1995 species have been tentatively identified as possible endemics of the country.[99]
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Chile's geographical isolation has restricted the immigration of faunal life, so that only a few of the many distinctive South American animals are found. Among the larger mammals are the puma or cougar, the llama-like guanaco and the fox-like chilla. In the forest region, several types of marsupials and a small deer known as the pudu are found.[93]
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There are many species of small birds, but most of the larger common Latin American types are absent. Few freshwater fish are native, but North American trout have been successfully introduced into the Andean lakes.[93] Owing to the vicinity of the Humboldt Current, ocean waters abound with fish and other forms of marine life, which in turn support a rich variety of waterfowl, including several penguins. Whales are abundant, and some six species of seals are found in the area.[93]
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Chile is located along a highly seismic and volcanic zone, part of the Pacific Ring of Fire, due to the subduction of the Nazca and Antarctic plates in the South American plate.
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Late Paleozoic, 251 million years ago, Chile belonged to the continental block called Gondwana. It was just a depression accumulated marine sediments began to rise at the end of the Mesozoic, 66 million years ago, due to the collision between the Nazca and South American plates, resulting in the Andes. The territory would be shaped by millions of years due to the folding of the rocks, forming the current relief.
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The Chilean relief consists of the central depression, which crosses the country longitudinally, flanked by two mountain ranges that make up about 80% of the territory: the Andes mountains to the east-natural border with Bolivia and Argentina in the region of Atacama and the Coastal Range west-minor height from the Andes. Chile's highest peak is the Nevado Ojos del Salado, at 6891.3 m, which is also the highest volcano in the world. The highest point of the Coastal Range is Vicuña Mackenna, at 3114 meters, located in the Sierra Vicuña Mackenna, the south of Antofagasta. Among the coastal mountains and the Pacific is a series of coastal plains, of variable length, which allow the settlement of coastal towns and big ports. Some areas of the plains territories encompass territory east of the Andes, and the Patagonian steppes and Magellan, or are high plateaus surrounded by high mountain ranges, such as the Altiplano or Puna de Atacama.
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The Far North is the area between the northern boundary of the country and the parallel 26° S, covering the first three regions. It is characterized by the presence of the Atacama desert, the most arid in the world. The desert is fragmented by streams that originate in the area known as the pampas Tamarugal. The Andes, split in two and whose eastern arm runs Bolivia, has a high altitude and volcanic activity, which has allowed the formation of the Andean altiplano and salt structures as the Salar de Atacama, due to the gradual accumulation of sediments over time.
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To the south is the Norte Chico, extending to the Aconcagua river. Los Andes begin to decrease its altitude to the south and closer to the coast, reaching 90 km away at the height of Illapel, the narrowest part of the Chilean territory. The two mountain ranges intersect, virtually eliminating the intermediate depression. The existence of rivers flowing through the territory allows the formation of transverse valleys, where agriculture has developed strongly in recent times, while the coastal plains begin to expand.
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The Central area is the most populated region of the country. The coastal plains are wide and allow the establishment of cities and ports along the Pacific. The Andes maintains altitudes above 6000m but descend slowly starts approaching the 4000 meters on average. The intermediate depression reappears becoming a fertile valley that allows agricultural development and human settlement, due to sediment accumulation. To the south, the Cordillera de la Costa reappears in the range of Nahuelbuta while glacial sediments originate a series of lakes in the area of La Frontera.
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Patagonia extends from within Reloncavi, at the height of parallel 41°S, to the south. During the last glaciation, this area was covered by ice that strongly eroded Chilean relief structures. As a result, the intermediate depression sinks in the sea, while the coastal mountains rise to a series of archipelagos, such as Chiloé and the Chonos, disappearing in Taitao peninsula, in the parallel 47°S. The Andes mountain range loses height and erosion caused by the action of glaciers has caused fjords.
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East of the Andes, on the continent, or north of it, on the island of Tierra del Fuego are located relatively flat plains, which in the Strait of Magellan cover large areas.
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The Andes, as he had done previously Cordillera de la Costa, begins to break in the ocean causing a myriad of islands and islets and disappear into it, sinking and reappearing in the Southern Antilles arc and then the Antarctic Peninsula, where it is called Antartandes, in the Chilean Antarctic Territory, lying between the meridians 53°W and 90°W.
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In the middle of the Pacific, the country has sovereignty over several islands of volcanic origin, collectively known as Insular Chile. Of these, we highlight the archipelago of Juan Fernandez and Easter Island, which is located in the fracture zone between the Nazca plate and the Pacific plate known as East Pacific Rise.
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Due to the characteristics of the territory, Chile is crossed by numerous rivers generally short in length and with low torrential flow. They commonly extend from the Andes to the Pacific Ocean, flowing in an East to West.
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Because of the Atacama desert, in the Norte Grande there are only short endorheic character streams, except for the Loa River, the longest in the country 440 km.[100] In the high valleys, wetland areas generate Chungará Lake, located at 4500 meters above sea level. It and the Lauca River are shared with Bolivia, as well as the Lluta River.
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In the center-north of the country, the number of rivers that form valleys of agricultural importance increases. Noteworthy are the Elqui with 75 km[100] long, 142 km Aconcagua, Maipo with 250 km[100] and its tributary, the Mapocho with 110 km, and Maule with 240 km. Their waters mainly flow from Andean snowmelt in the summer and winter rains. The major lakes in this area are the artificial lake Rapel, the Colbun Maule lagoon and the lagoon of La Laja.
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Chile's 2017 census reported a population of 17,574,003. Its rate of population growth has been decreasing since 1990, due to a declining birth rate.[101] By 2050 the population is expected to reach approximately 20.2 million people.[102] About 85 percent of the country's population lives in urban areas, with 40 percent living in Greater Santiago. The largest agglomerations according to the 2002 census are Greater Santiago with 5.6 million people, Greater Concepción with 861,000
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and Greater Valparaíso with 824,000.[103]
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Mexican professor Francisco Lizcano, of the National Autonomous University of Mexico, estimated that 52.7% of Chileans were white, 39.3% were mestizo, and 8% were Amerindian.[104]
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In 1984, a study called Sociogenetic Reference Framework for Public Health Studies in Chile, from the Revista de Pediatría de Chile determined an ancestry of 67.9% European, and 32.1% Native American.[105][106] In 1994, a biological study determined that the Chilean composition was 64% European and 35% Amerindian.[107] The recent study in the Candela Project establishes that the genetic composition of Chile is 52% of European origin, with 44% of the genome coming from Native Americans (Amerindians), and 4% coming from Africa, making Chile a primarily mestizo country with traces of African descent present in half of the population.[108] Another genetic study conducted by the University of Brasilia in several American countries shows a similar genetic composition for Chile, with a European contribution of 51.6%, an Amerindian contribution of 42.1%, and an African contribution of 6.3%.[109] In 2015 another study established genetic composition in 57% European, 38% Native American, and 2.5% African.[110]
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A public health booklet from the University of Chile states that 64% of the population is of Caucasian origin; "predominantly White" Mestizos are estimated to amount a total of 35%, while Native Americans (Amerindians) comprise the remaining 5%.[111]
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Despite the genetic considerations, many Chileans, if asked, would self-identify as White. The 2011 Latinobarómetro survey asked respondents in Chile what race they considered themselves to belong to. Most answered "White" (59%), while 25% said "Mestizo" and 8% self-classified as "indigenous".[112] A 2002 national poll revealed that a majority of Chileans believed they possessed some (43.4%) or much (8.3%) "indigenous blood", while 40.3% responded that they had none.[113]
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The 1907 census reported 101,118 Natives, or 3.1% of the total population. Only those that practiced their native culture or spoke their native language were considered to be Natives, irrespective of their "racial purity".[114] In 2002 a census took place, directly asking the public whether they considered themselves as part of any of the eight Chilean ethnic groups, regardless of whether or not they maintained their culture, traditions and language, and 4.6 percent of the population (692,192 people) fitted that description of indigenous peoples in Chile. Of that number, 87.3% declared themselves Mapuche.[115] Most of the indigenous population shows varying degrees of mixed ancestry.[116]
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Chile is one of 22 countries to have signed and ratified the only binding international law concerning indigenous peoples, the Indigenous and Tribal Peoples Convention, 1989.[117] It was adopted in 1989 as the International Labour Organization (ILO) Convention 169. Chile ratified it in 2008. A Chilean court decision in November 2009 considered to be a landmark ruling on indigenous rights and made use of the convention. The Supreme Court decision on Aymara water rights upheld rulings by both the Pozo Almonte tribunal and the Iquique Court of Appeals, and marks the first judicial application of ILO Convention 169 in Chile.[118]
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The earliest European immigrants were Spanish colonisers who arrived in the 16th century.[119] The Amerindian population of central Chile was absorbed into the Spanish settler population in the beginning of the colonial period to form the large mestizo population that exists in Chile today; mestizos create modern middle and lower classes. In the 18th and 19th centuries, many Basques came to Chile where they integrated into the existing elites of Castilian origin. Postcolonial Chile was never a particularly attractive destination for migrants, owing to its remoteness and distance from Europe.[120][121] Europeans preferred to stay in countries closer to their homelands instead of taking the long journey through the Straits of Magellan or crossing the Andes.[120] European migration did not result in a significant change in the ethnic composition of Chile, except in the region of Magellan.[122] Spaniards were the only major European migrant group to Chile,[120] and there was never large-scale immigration such as that to Argentina or Brazil.[121] Between 1851 and 1924, Chile only received 0.5% of European immigration to Latin America, compared to 46% to Argentina, 33% to Brazil, 14% to Cuba, and 4% to Uruguay.[120] However, it is undeniable that immigrants have played a significant role in Chilean society.[121]
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Most of the immigrants to Chile during the 19th and 20th centuries came from France,[123] Great Britain,[124] Germany,[125] and Croatia,[126] among others. Descendants of different European ethnic groups often intermarried in Chile. This intermarriage and mixture of cultures and races have helped to shape the present society and culture of the Chilean middle and upper classes.[127] Also, roughly 500,000 of Chile's population is of full or partial Palestinian origin,[128][129] and 800,000 arab descents.[130] Chile currently has 1.5 million of Latin American immigrants, mainly from Venezuela, Peru, Haiti, Colombia, Bolivia and Argentina; 8% of the total population in 2019, without counting descendants.[131][132] According to the 2002 national census, Chile's foreign-born population has increased by 75% since 1992.[133]
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As of 2012[update], 66.6%[135] of Chilean population over 15 years of age claimed to adhere to the Roman Catholic church, a decrease from the 70%[136] reported in the 2002 census. In the same census of 2012, 17% of Chileans reported adherence to an Evangelical church ("Evangelical" in the census referred to all Christian denominations other than the Roman Catholic and Orthodox—Greek, Persian, Serbian, Ukrainian, and Armenian—churches, The Church of Jesus Christ of Latter-day Saints or Mormons, Seventh-day Adventists, and Jehovah's Witnesses: essentially, those denominations generally still termed "Protestant" in most English-speaking lands, although Adventism is often considered an Evangelical denomination as well). Approximately 90% of Evangelical Christians are Pentecostal. but Wesleyan, Lutheran, Anglican, Episcopalian, Presbyterian, other Reformed, Baptist, and Methodist churches also are present amongst Chilean Evangelical churches.[137] Irreligious people, atheists, and agnostics account for around 12% of the population.
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By 2015, the major religion in Chile remained Christianity (68%), with an estimated 55% of Chileans belonging to the Roman Catholic church, 13% to various Evangelical churches, and just 7% adhering to any other religion. Agnostics and atheist were estimated at 25% of the population.[138]
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Chile has a Bahá'í religious community, and is home to the mother temple of the Bahá'ís for Latin America, which was completed in 2016 and has been described as futuristic and translucent in its architectural style.[139]
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The Constitution guarantees the right to freedom of religion, and other laws and policies contribute to generally free religious practice. The law at all levels fully protects this right against abuse by either governmental or private actors.[137]
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Church and state are officially separate in Chile. A 1999 law on religion prohibits religious discrimination.
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However, the Roman Catholic church for mostly historical and social reasons enjoys a privileged status and occasionally receives preferential treatment.[140] Government officials attend Roman Catholic events as well as major Evangelical and Jewish ceremonies.[137]
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The Chilean government treats the religious holidays of Christmas, Good Friday, the Feast of the Virgin of Carmen, the Feast of Saints Peter and Paul, the Feast of the Assumption, All Saints' Day, and the Feast of the Immaculate Conception as national holidays.[137] Recently, the government declared 31 October, Reformation Day, to be an additional national holiday, in honor of the Evangelical churches of the country.[141][142]
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The patron saints of Chile are Our Lady of Mount Carmel and Saint James the Greater (Santiago).[143] In 2005, Pope Benedict XVI canonized Alberto Hurtado, who became the country's second native Roman Catholic saint after Teresa de los Andes.[144]
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The Metropolitan Cathedral of Santiago.
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Bahá'í House of Worship for South America.
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Mosque Mohammed VI Center for Dialogue of Civilizations, in Coquimbo.
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Valparaíso Lutheran Church.
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Greek Orthodox Church of the Saints Constantine and Elena, located in the commune of Ñuñoa, Santiago.
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Jewish Hanukkah in La Moneda Palace, Santiago.
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The Spanish spoken in Chile is distinctively accented and quite unlike that of neighboring South American countries because final syllables are often dropped, and some consonants have a soft pronunciation.[clarification needed] Accent varies only very slightly from north to south; more noticeable are the differences in accent based on social class or whether one lives in the city or the country. That the Chilean population was largely formed in a small section at the center of the country and then migrated in modest numbers to the north and south helps explain this relative lack of differentiation, which was maintained by the national reach of radio, and now television, which also helps to diffuse and homogenize colloquial expressions.[25]
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There are several indigenous languages spoken in Chile: Mapudungun, Quechua, Aymara and Rapa Nui. After the Spanish invasion, Spanish took over as the lingua franca and the indigenous languages have become minority languages, with some now extinct or close to extinction.[145]
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German is still spoken to some extent in southern Chile,[146] either in small country side pockets or as a second language among the communities of larger cities.
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Through initiatives such as the English Opens Doors Program, the government made English mandatory for students in fifth-grade and above in public schools. Most private schools in Chile start teaching English from kindergarten.[147] Common English words have been absorbed and appropriated into everyday Spanish speech.[148]
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In Chile, education begins with preschool until the age of 5. Primary school is provided for children between ages 6 and 13. Students then attend secondary school until graduation at age 17.
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Secondary education is divided into two parts: During the first two years, students receive a general education. Then, they choose a branch: scientific humanistic education, artistic education, or technical and professional education. Secondary school ends two years later on the acquirement of a certificate (licencia de enseñanza media).[149]
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Chilean education is segregated by wealth in a three-tiered system — the quality of the schools reflect socioeconomic backgrounds:
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Upon successful graduation of secondary school, students may continue into higher education. The higher education schools in Chile consist of Chilean Traditional Universities and are divided into public universities or private universities. There are medical schools and both the Universidad de Chile and Universidad Diego Portales offer law schools in a partnership with Yale University.[151]
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The Ministry of Health (Minsal) is the cabinet-level administrative office in charge of planning, directing, coordinating, executing, controlling and informing the public health policies formulated by the President of Chile. The National Health Fund (Fonasa), created in 1979, is the financial entity entrusted to collect, manage and distribute state funds for health in Chile. It is funded by the public. All employees pay 7 percent of their monthly income to the fund.[citation needed]
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Fonasa is part of the NHSS and has executive power through the Ministry of Health (Chile). Its headquarters are in Santiago and decentralized public service is conducted by various Regional Offices. More than 12 million beneficiaries benefit from Fonasa. Beneficiaries can also opt for more costly private insurance through Isapre. Hospitals in Chile are mainly located in the Santiago Metropolitan Region.[citation needed]
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The Central Bank of Chile in Santiago serves as the central bank for the country. The Chilean currency is the Chilean peso (CLP). Chile is one of South America's most stable and prosperous nations,[9] leading Latin American nations in human development, competitiveness, income per capita, globalization, economic freedom, and low perception of corruption.[11] Since July 2013, Chile is considered by the World Bank as a "high-income economy".[152][153][154]
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Chile has the highest degree of economic freedom in South America (ranking 7th worldwide), owing to its independent and efficient judicial system and prudent public finance management.[155] In May 2010 Chile became the first South American country to join the OECD.[156] In 2006, Chile became the country with the highest nominal GDP per capita in Latin America.[157]
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Copper mining makes up 20% of Chilean GDP and 60% of exports.[158] Escondida is the largest copper mine in the world, producing over 5% of global supplies.[158] Overall, Chile produces a third of the world's copper.[158] Codelco, the state mining firm, competes with private copper mining companies.[158]
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Sound economic policies, maintained consistently since the 1980s, have contributed to steady economic growth in Chile and have more than halved poverty rates.[159][25] Chile began to experience a moderate economic downturn in 1999. The economy remained sluggish until 2003, when it began to show clear signs of recovery, achieving 4.0% GDP growth.[160] The Chilean economy finished 2004 with growth of 6 percent. Real GDP growth reached 5.7 percent in 2005 before falling back to 4 percent in 2006. GDP expanded by 5 percent in 2007.[25] Faced with an international economic downturn the government announced an economic stimulus plan to spur employment and growth, and despite the global financial crisis, aimed for an expansion of between 2 percent and 3 percent of GDP for 2009. Nonetheless, economic analysts disagreed with government estimates and predicted economic growth at a median of 1.5 percent.[161] Real GDP growth in 2012 was 5.5%. Growth slowed to 4.1% in the first quarter of 2013.[162]
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The unemployment rate was 6.4% in April 2013.[163] There are reported labor shortages in agriculture, mining, and construction.[162] The percentage of Chileans with per capita household incomes below the poverty line—defined as twice the cost of satisfying a person's minimal nutritional needs—fell from 45.1 percent in 1987 to 11.5 percent in 2009, according to government surveys.[164][165] Critics in Chile, however, argue that true poverty figures are considerably higher than those officially published.[166] Using the relative yardstick favoured in many European countries, 27% of Chileans would be poor, according to Juan Carlos Feres of the ECLAC.[167]
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As of November 2012[update], about 11.1 million people (64% of the population) benefit from government welfare programs,[168][clarification needed] via the "Social Protection Card", which includes the population living in poverty and those at a risk of falling into poverty.[169]
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The privatized national pension system (AFP) has encouraged domestic investment and contributed to an estimated total domestic savings rate of approximately 21 percent of GDP.[170] Under the compulsory private pension system, most formal sector employees pay 10 percent of their salaries into privately managed funds.[25]
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Chile has signed free trade agreements (FTAs) with a whole network of countries, including an FTA with the United States that was signed in 2003 and implemented in January 2004.[171] Internal Government of Chile figures show that even when factoring out inflation and the recent high price of copper, bilateral trade between the U.S. and Chile has grown over 60 percent since then.[25] Chile's total trade with China reached US$8.8 billion in 2006, representing nearly 66 percent of the value of its trade relationship with Asia.[25] Exports to Asia increased from US$15.2 billion in 2005 to US$19.7 billion in 2006, a 29.9 percent increase.[25] Year-on-year growth in imports was especially strong from a number of countries: Ecuador (123.9%), Thailand (72.1%), South Korea (52.6%), and China (36.9%).[25]
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Chile's approach to foreign direct investment is codified in the country's Foreign Investment Law. Registration is reported to be simple and transparent, and foreign investors are guaranteed access to the official foreign exchange market to repatriate their profits and capital.[25]
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The Chilean Government has formed a Council on Innovation and Competition, hoping to bring in additional FDI to new parts of the economy.[25]
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Standard & Poor's gives Chile a credit rating of AA-.[172] The Government of Chile continues to pay down its foreign debt, with public debt only 3.9 percent of GDP at the end of 2006.[25] The Chilean central government is a net creditor with a net asset position of 7% of GDP at end 2012.[162] The current account deficit was 4% in the first quarter of 2013, financed mostly by foreign direct investment.[162] 14% of central government revenue came directly from copper in 2012.[162]
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Chile is rich in mineral resources, especially copper and lithium. It is thought that due to the importance of lithium for batteries for electric vehicles and stabilization of electric grids with large proportions of intermittent renewables in the electricity mix, Chile could be strengthened geopolitically. However, this perspective has also been criticised for underestimating the power of economic incentives for expanded production in other parts of the world.[173]
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Agriculture in Chile encompasses a wide range of different activities due to its particular geography, climate and geology and human factors. Historically agriculture is one of the bases of Chile's economy. Now agriculture and allied sectors like forestry, logging and fishing account for only 4.9% of the GDP as of 2007[update] and employ 13.6% of the country's labor force. Some major agriculture products of Chile include grapes, apples, pears, onions, wheat, maize, oats, peaches, garlic, asparagus, beans, beef, poultry, wool, fish, timber and hemp. Due to its geographical isolation and strict customs policies Chile is free from diseases such as mad cow disease, fruit fly and Phylloxera. This, its location in the Southern Hemisphere, which has quite different harvesting times from the Northern Hemisphere, and its wide range of agriculture conditions are considered Chile's main comparative advantages. However, Chile's mountainous landscape limits the extent and intensity of agriculture so that arable land corresponds only to 2.62% of the total territory. Chile currently utilizes 14,015 Hectares of agricultural land.[174]
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Tourism in Chile has experienced sustained growth over the last few decades. In 2005, tourism grew by 13.6 percent, generating more than 4.5 billion dollars of which 1.5 billion was attributed to foreign tourists. According to the National Service of Tourism (Sernatur), 2 million people a year visit the country. Most of these visitors come from other countries in the American continent, mainly Argentina; followed by a growing number from the United States, Europe, and Brazil with a growing number of Asians from South Korea and China.[175]
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The main attractions for tourists are places of natural beauty situated in the extreme zones of the country: San Pedro de Atacama, in the north, is very popular with foreign tourists who arrive to admire the Incaic architecture, the altiplano lakes, and the Valley of the Moon.[citation needed] In Putre, also in the north, there is the Chungará Lake, as well as the Parinacota and the Pomerape volcanoes, with altitudes of 6,348 m and 6,282 m, respectively. Throughout the central Andes there are many ski resorts of international repute,[citation needed] including Portillo, Valle Nevado and Termas de Chillán.
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The main tourist sites in the south are national parks (the most popular is Conguillío National Park in the Araucanía)[citation needed] and the coastal area around Tirúa and Cañete with the Isla Mocha and the Nahuelbuta National Park, Chiloé Archipelago and Patagonia, which includes Laguna San Rafael National Park, with its many glaciers, and the Torres del Paine National Park. The central port city of Valparaíso, which is World Heritage with its unique architecture, is also popular.[citation needed] Finally, Easter Island in the Pacific Ocean is one of the main Chilean tourist destinations.
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For locals, tourism is concentrated mostly in the summer (December to March), and mainly in the coastal beach towns.[citation needed] Arica, Iquique, Antofagasta, La Serena and Coquimbo are the main summer centers in the north, and Pucón on the shores of Lake Villarrica is the main center in the south. Because of its proximity to Santiago, the coast of the Valparaíso Region, with its many beach resorts, receives the largest number of tourists. Viña del Mar, Valparaíso's more affluent northern neighbor, is popular because of its beaches, casino, and its annual song festival, the most important musical event in Latin America.[citation needed] Pichilemu in the O'Higgins Region is widely known as South America's "best surfing spot" according to Fodor's.[citation needed]
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In November 2005 the government launched a campaign under the brand "Chile: All Ways Surprising" intended to promote the country internationally for both business and tourism.[176] Museums in Chile such as the Chilean National Museum of Fine Arts built in 1880, feature works by Chilean artists.
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Chile is home to the world renowned Patagonian Trail that resides on the border between Argentina and Chile. Chile recently launched a massive scenic route for tourism in hopes of encouraging development based on conservation. The Route of Parks covers 1,740 miles and was designed by Tompkin Conservation (founders Douglas Tompkins and wife Kristine).[177]
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Due to Chile's topography a functioning transport network is vital to its economy. Buses are now the main means of long-distance transportation in Chile, following the decline of its railway network.[178] The bus system covers the entire country, from Arica to Santiago (a 30-hour journey) and from Santiago to Punta Arenas (about 40 hours, with a change at Osorno).
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Chile has a total of 372 runways (62 paved and 310 unpaved). Important airports in Chile include Chacalluta International Airport (Arica), Diego Aracena International Airport (Iquique), Andrés Sabella Gálvez International Airport
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(Antofagasta), Carriel Sur International Airport (Concepción), El Tepual International Airport (Puerto Montt), Presidente Carlos Ibáñez del Campo International Airport (Punta Arenas), La Araucanía International Airport (Temuco), Mataveri International Airport (Easter Island), the most remote airport in the world,[dubious – discuss] and the Comodoro Arturo Merino Benítez International Airport (Santiago) with a traffic of 12,105,524 passengers in 2011. Santiago is headquarters of Latin America's largest airline holding company and Chilean flag carrier LATAM Airlines.
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Chile has a telecommunication system which covers much of the country, including Chilean insular and Antarctic bases. Privatization of the telephone system began in 1988; Chile has one of the most advanced telecommunications infrastructure in South America with a modern system based on extensive microwave radio relay facilities and domestic satellite system with 3 earth stations.[159] In 2012, there were 3.276 million main lines in use and 24.13 million mobile cellular telephone subscribers.[159] According to a 2012 database of the International Telecommunications Union (ITU), 61.42% of the Chilean population uses the internet, making Chile the country with the highest internet penetration in South America.[180] The Chilean internet country code is ".cl".
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From the period between early agricultural settlements and up to the late pre-Hispanic period, northern Chile was a region of Andean culture that was influenced by altiplano traditions spreading to the coastal valleys of the north, while southern regions were areas of Mapuche cultural activities. Throughout the colonial period following the conquest, and during the early Republican period, the country's culture was dominated by the Spanish. Other European influences, primarily English, French, and German began in the 19th century and have continued to this day. German migrants influenced the Bavarian style rural architecture and cuisine in the south of Chile in cities such as Valdivia, Frutillar, Puerto Varas, Osorno, Temuco, Puerto Octay, Llanquihue, Faja Maisan, Pitrufquén, Victoria, Pucón and Puerto Montt.[181][182][183][184][185]
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Music in Chile ranges from folkloric, popular and classical music. Its large geography generates different musical styles in the north, center and south of the country, including also Easter Island and Mapuche music.[186] The national dance is the cueca. Another form of traditional Chilean song, though not a dance, is the tonada. Arising from music imported by the Spanish colonists, it is distinguished from the cueca by an intermediate melodic section and a more prominent melody.
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Between 1950 and 1970 appears a rebirth in folk music leading by groups such as Los de Ramón, Los Cuatro Huasos and Los Huasos Quincheros, among others[187] with composers such as Raúl de Ramón, Violeta Parra and others. In the mid-1960s native musical forms were revitalized by the Parra family with the Nueva canción Chilena, which was associated with political activists and reformers such as Víctor Jara, Inti-Illimani, and Quilapayún. Other important folk singer and researcher on folklore and Chilean ethnography, is Margot Loyola. Also many Chilean rock bands like Los Jaivas, Los Prisioneros, La Ley, and Los Tres have reached international success. In February, annual music festivals are held in Viña del Mar.[188]
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Chile is a country of poets.[189][190] Gabriela Mistral was the first Latin American to receive a Nobel Prize in Literature (1945). Chile's most famous poet is Pablo Neruda, who received the Nobel Prize for Literature (1971) and is world-renowned for his extensive library of works on romance, nature, and politics. His three highly personalized homes in Isla Negra, Santiago and Valparaíso are popular tourist destinations.
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Among the list of other Chilean poets are Carlos Pezoa Véliz, Vicente Huidobro, Gonzalo Rojas, Pablo de Rokha, Nicanor Parra and Raúl Zurita. Isabel Allende is the best-selling Chilean novelist, with 51 millions of her novels sold worldwide.[191] Novelist José Donoso's novel The Obscene Bird of Night is considered by critic Harold Bloom to be one of the canonical works of 20th-century Western literature. Another internationally recognized Chilean novelist and poet is Roberto Bolaño whose translations into English have had an excellent reception from the critics.[192][193][194]
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Chilean cuisine is a reflection of the country's topographical variety, featuring an assortment of seafood, beef, fruits, and vegetables. Traditional recipes include asado, cazuela, empanadas, humitas, pastel de choclo, pastel de papas, curanto and sopaipillas.[195] Crudos is an example of the mixture of culinary contributions from the various ethnic influences in Chile. The raw minced llama, heavy use of shellfish and rice bread were taken from native Quechua Andean cuisine, (although now beef brought to Chile by Europeans is also used in place of the llama meat), lemon and onions were brought by the Spanish colonists, and the use of mayonnaise and yogurt was introduced by German immigrants, as was beer.
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The folklore of Chile, cultural and demographic characteristics of the country, is the result of mixture of Spanish and Amerindian elements that occurred during the colonial period. Due to cultural and historical reasons, they are classified and distinguished four major areas in the country: northern areas, central, southern and south. Most of the traditions of the culture of Chile have a festive purpose, but some, such as dances and ceremonies, have religious components.
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[196]
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Chilean mythology is the mythology and beliefs of the Folklore of Chile.
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This includes Chilote mythology, Rapa Nui mythology and Mapuche mythology.
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Film production originated in Valparaíso on 26 May 1902 with the premiere of the documentary Exercise General Fire Brigade, the first film completely filmed and processed in the country. In the following decades, marked milestones The deck of Death (or The Enigma of Lord Street) (1916), considered the first film of a Chilean story, The transmission of presidential (1920), the first animated film in the country, and North and South (1934), the first sound film of Chile.
|
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Chile's most popular sport is association football. Chile has appeared in nine FIFA World Cups which includes hosting the 1962 FIFA World Cup where the national football team finished third. Other results achieved by the national football team include two Copa América titles (2015 and 2016), and two runners up positions, one silver and two bronze medals at the Pan American Games, a bronze medal at the 2000 Summer Olympics and two third places finishes in the FIFA under-17 and under-20 youth tournaments. The top league in the Chilean football league system is the Chilean Primera División, which is named by the IFFHS as the ninth strongest national football league in the world.[197]
|
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|
315 |
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The main football clubs are Colo-Colo, Universidad de Chile and Universidad Católica. Colo-Colo is the country's most successful football club, having both the most national and international championships, including the coveted Copa Libertadores South American club tournament. Universidad de Chile was the last international champion (Copa Sudamericana 2011).
|
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|
317 |
+
Tennis is Chile's most successful sport. Its national team won the World Team Cup clay tournament twice (2003 & 2004), and played the Davis Cup final against Italy in 1976. At the 2004 Summer Olympics the country captured gold and bronze in men's singles and gold in men's doubles. Marcelo Ríos became the first Latin American man to reach the number one spot in the ATP singles rankings in 1998. Anita Lizana won the US Open in 1937, becoming the first woman from Latin America to win a Grand Slam tournament. Luis Ayala was twice a runner-up at the French Open and both Ríos and Fernando González reached the Australian Open men's singles finals. González also won a silver medal in singles at the 2008 Summer Olympics in Beijing.
|
318 |
+
|
319 |
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At the Summer Olympic Games Chile boasts a total of two gold medals (tennis), seven silver medals (athletics, equestrian, boxing, shooting and tennis) and four bronze medals (tennis, boxing and football). In 2012, Chile won its first Paralympic Games medal (gold in Athletics).
|
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|
321 |
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Rodeo is the country's national sport and is practiced in the more rural areas of the nation. A sport similar to hockey called chueca was played by the Mapuche people during the Spanish conquest. Skiing and snowboarding are practiced at ski centers located in the Central Andes, and in southern ski centers near to cities as Osorno, Puerto Varas, Temuco and Punta Arenas. surfing is popular at some coastal towns. Polo is professionally practiced within Chile, with the country achieving top prize in the 2008 and 2015 World Polo Championship.
|
322 |
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|
323 |
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Basketball is a popular sport in which Chile has earned a bronze medal in the first men's FIBA World Championship held in 1950 and winning a second bronze medal when Chile hosted the 1959 FIBA World Championship. Chile hosted the first FIBA World Championship for Women in 1953 finishing the tournament with the silver medal. San Pedro de Atacama is host to the annual "Atacama Crossing", a six-stage, 250-kilometre (160 mi) footrace which annually attracts about 150 competitors from 35 countries. The Dakar Rally off-road automobile race has been held in both Chile and Argentina since 2009.
|
324 |
+
|
325 |
+
The cultural heritage of Chile consists, first, of their intangible heritage, composed of various cultural events, such as visual arts, crafts, dances, holidays, cuisine, games, music and traditions, and, secondly, by its tangible, consists of those buildings, objects and sites of archaeological, architectural, traditional, artistic, ethnographic, folkloric, historical, religious or technological scattered through Chilean territory, among them, those goods are declared World Heritage Site by UNESCO, in accordance with the provisions of the Convention concerning the Protection of World Cultural and Natural Heritage of 1972, ratified by Chile in 1980. These cultural sites are the Rapa Nui National Park (1995), the Churches of Chiloé (2000), the historical district of the port city of Valparaíso (2003), Humberstone and Santa Laura Saltpeter Works (2005) and the mining city Sewell (2006).
|
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|
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In 1999 the Cultural Heritage Day was established as a way to honour and commemorate Chiles cultural heritage. It is an official national event celebrated in May every year. [198]
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1 |
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+
Coordinates: 34°S 71°W / 34°S 71°W / -34; -71
|
4 |
+
|
5 |
+
Chile (/ˈtʃɪli/ (listen), /ˈtʃɪleɪ/;[8] Spanish: [ˈtʃile]),[nb 2] officially the Republic of Chile (Spanish: República de Chile (help·info)), is a country in western South America. It occupies a long, narrow strip of land between the Andes to the east and the Pacific Ocean to the west. Chile covers an area of 756,096 square kilometres (291,930 sq mi) and has a population of 17.5 million as of 2017.[4] The capital and largest city is Santiago and the national language is Spanish.
|
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+
|
7 |
+
Chile borders Peru to the north, Bolivia to the northeast, Argentina to the east, and the Drake Passage in the far south. Chilean territory includes the Pacific islands of Juan Fernández, Salas y Gómez, Desventuradas, and Easter Island in Oceania. Chile also claims about 1,250,000 square kilometres (480,000 sq mi) of Antarctica under the Chilean Antarctic Territory.[nb 3]
|
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+
|
9 |
+
Spain conquered and colonized the region in the mid-16th century, replacing Inca rule, but failing to conquer the independent Mapuche who inhabited what is now south-central Chile. After declaring independence from Spain in 1818, Chile emerged in the 1830s as a relatively stable authoritarian republic. In the 19th century, Chile saw significant economic and territorial growth, ending Mapuche resistance in the 1880s and gaining its current northern territory in the War of the Pacific (1879–83) after defeating Peru and Bolivia. In the 1960s and 1970s, the country experienced severe left-right political polarization and turmoil. This development culminated with the 1973 Chilean coup d'état that overthrew Salvador Allende's democratically elected left-wing government and instituted a 16-year right-wing military dictatorship of Augusto Pinochet that left more than 3,000 people dead or missing.[9] The regime ended in 1990 after a referendum in 1988 and was succeeded by a center-left coalition which ruled until 2010.
|
10 |
+
|
11 |
+
Chile is a high-income economy with high living standards.[9][10] It is among South America's most economically and socially stable and prosperous nations and it leads Latin American nations in rankings of competitiveness, income per capita, globalization, state of peace, economic freedom, and low perception of corruption.[11] It also ranks high regionally in sustainability of the state, and democratic development.[12] Currently it also has the lowest homicide rate in the Americas after Canada. Chile is a founding member of the United Nations, the Community of Latin American and Caribbean States (CELAC) and the Pacific Alliance, and joined the OECD in 2010.
|
12 |
+
|
13 |
+
There are various theories about the origin of the word Chile. According to 17th-century Spanish chronicler Diego de Rosales,[13] the Incas called the valley of the Aconcagua "Chili" by corruption of the name of a Picunche tribal chief ("cacique") called Tili, who ruled the area at the time of the Incan conquest in the 15th century.[14][15] Another theory points to the similarity of the valley of the Aconcagua with that of the Casma Valley in Peru, where there was a town and valley named Chili.[15]
|
14 |
+
|
15 |
+
Other theories say Chile may derive its name from a Native American word meaning either "ends of the earth" or "sea gulls";[16] from the Mapuche word chilli, which may mean "where the land ends;"[17] or from the Quechua chiri, "cold",[18] or tchili, meaning either "snow"[18][19] or "the deepest point of the Earth".[20] Another origin attributed to chilli is the onomatopoeic cheele-cheele—the Mapuche imitation of the warble of a bird locally known as trile.[17][21]
|
16 |
+
|
17 |
+
The Spanish conquistadors heard about this name from the Incas, and the few survivors of Diego de Almagro's first Spanish expedition south from Peru in 1535–36 called themselves the "men of Chilli".[17] Ultimately, Almagro is credited with the universalization of the name Chile, after naming the Mapocho valley as such.[15] The older spelling "Chili" was in use in English until at least 1900 before switching to "Chile".[22]
|
18 |
+
|
19 |
+
Stone tool evidence indicates humans sporadically frequented the Monte Verde valley area as long as 18,500 years ago.[23] About 10,000 years ago, migrating Indigenous Peoples settled in fertile valleys and coastal areas of what is present-day Chile. Settlement sites from very early human habitation include Monte Verde, Cueva del Milodón and the Pali-Aike Crater's lava tube. The Incas briefly extended their empire into what is now northern Chile, but the Mapuche (or Araucanians as they were known by the Spaniards) successfully resisted many attempts by the Inca Empire to subjugate them, despite their lack of state organization.[24] They fought against the Sapa Inca Tupac Yupanqui and his army. The result of the bloody three-day confrontation known as the Battle of the Maule was that the Inca conquest of the territories of Chile ended at the Maule river.[25]
|
20 |
+
|
21 |
+
In 1520, while attempting to circumnavigate the globe, Ferdinand Magellan discovered the southern passage now named after him (the Strait of Magellan) thus becoming the first European to set foot on what is now Chile. The next Europeans to reach Chile were Diego de Almagro and his band of Spanish conquistadors, who came from Peru in 1535 seeking gold. The Spanish encountered various cultures that supported themselves principally through slash-and-burn agriculture and hunting.[25]
|
22 |
+
|
23 |
+
The conquest of Chile began in earnest in 1540 and was carried out by Pedro de Valdivia, one of Francisco Pizarro's lieutenants, who founded the city of Santiago on 12 February 1541. Although the Spanish did not find the extensive gold and silver they sought, they recognized the agricultural potential of Chile's central valley, and Chile became part of the Spanish Empire.[25]
|
24 |
+
|
25 |
+
Conquest took place gradually, and the Europeans suffered repeated setbacks. A massive Mapuche insurrection that began in 1553 resulted in Valdivia's death and the destruction of many of the colony's principal settlements. Subsequent major insurrections took place in 1598 and in 1655. Each time the Mapuche and other native groups revolted, the southern border of the colony was driven northward. The abolition of slavery by the Spanish crown in 1683 was done in recognition that enslaving the Mapuche intensified resistance rather than cowing them into submission. Despite royal prohibitions, relations remained strained from continual colonialist interference.[26]
|
26 |
+
|
27 |
+
Cut off to the north by desert, to the south by the Mapuche, to the east by the Andes Mountains, and to the west by the ocean, Chile became one of the most centralized, homogeneous colonies in Spanish America. Serving as a sort of frontier garrison, the colony found itself with the mission of forestalling encroachment by both the Mapuche and Spain's European enemies, especially the British and the Dutch. Buccaneers and English adventurers menaced the colony in addition to the Mapuche, as was shown by Sir Francis Drake's 1578 raid on Valparaíso, the colony's principal port. Chile hosted one of the largest standing armies in the Americas, making it one of the most militarized of the Spanish possessions, as well as a drain on the treasury of the Viceroyalty of Peru.[17]
|
28 |
+
|
29 |
+
The first general census was conducted by the government of Agustín de Jáuregui between 1777 and 1778; it indicated that the population consisted of 259,646 inhabitants: 73.5 percent of European descent, 7.9 percent mestizos, 8.6 percent indigenous peoples and 9.8 percent blacks. Francisco Hurtado, Governor of the province of Chiloé, conducted a census in 1784 and found the population consisted of 26,703 inhabitants, 64.4 percent of whom were whites and 33.5 percent of whom were natives.
|
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+
|
31 |
+
The Diocese of Concepción conducted a census in areas south of the Maule river in 1812, but did not include the indigenous population or the inhabitants of the province of Chiloé. The population is estimated at 210,567, 86.1 percent of whom were Spanish or of European descent, 10 percent of whom were indigenous and 3.7 percent of whom were mestizos, blacks and mulattos.[27]
|
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+
|
33 |
+
In 1808, Napoleon's enthronement of his brother Joseph as the Spanish King precipitated the drive by the colony for independence from Spain. A national junta in the name of Ferdinand – heir to the deposed king – was formed on 18 September 1810. The Government Junta of Chile proclaimed Chile an autonomous republic within the Spanish monarchy (in memory of this day, Chile celebrates its National Day on 18 September each year).
|
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+
|
35 |
+
After these events, a movement for total independence, under the command of José Miguel Carrera (one of the most renowned patriots) and his two brothers Juan José and Luis Carrera, soon gained a wider following. Spanish attempts to re-impose arbitrary rule during what was called the Reconquista led to a prolonged struggle, including infighting from Bernardo O'Higgins, who challenged Carrera's leadership.
|
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+
|
37 |
+
Intermittent warfare continued until 1817. With Carrera in prison in Argentina, O'Higgins and anti-Carrera cohort José de San Martín, hero of the Argentine War of Independence, led an army that crossed the Andes into Chile and defeated the royalists. On 12 February 1818, Chile was proclaimed an independent republic. The political revolt brought little social change, however, and 19th-century Chilean society preserved the essence of the stratified colonial social structure, which was greatly influenced by family politics and the Roman Catholic Church. A strong presidency eventually emerged, but wealthy landowners remained powerful.[25]
|
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+
|
39 |
+
Chile slowly started to expand its influence and to establish its borders. By the Tantauco Treaty, the archipelago of Chiloé was incorporated in 1826. The economy began to boom due to the discovery of silver ore in Chañarcillo, and the growing trade of the port of Valparaíso, which led to conflict over maritime supremacy in the Pacific with Peru. At the same time, attempts were made to strengthen sovereignty in southern Chile intensifying penetration into Araucanía and colonizing Llanquihue with German immigrants in 1848. Through the founding of Fort Bulnes by the Schooner Ancud under the command of John Williams Wilson, the Magallanes region joined the country in 1843, while the Antofagasta region, at the time part of Bolivia, began to fill with people.
|
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+
|
41 |
+
Toward the end of the 19th century, the government in Santiago consolidated its position in the south by the Occupation of Araucanía. The Boundary treaty of 1881 between Chile and Argentina confirmed Chilean sovereignty over the Strait of Magellan. As a result of the War of the Pacific with Peru and Bolivia (1879–83), Chile expanded its territory northward by almost one-third, eliminating Bolivia's access to the Pacific, and acquired valuable nitrate deposits, the exploitation of which led to an era of national affluence. Chile had joined the stand as one of the high-income countries in South America by 1870.[28]
|
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+
|
43 |
+
The 1891 Chilean Civil War brought about a redistribution of power between the President and Congress, and Chile established a parliamentary style democracy. However, the Civil War had also been a contest between those who favored the development of local industries and powerful Chilean banking interests, particularly the House of Edwards who had strong ties to foreign investors. Soon after, the country engaged in a vastly expensive naval arms race with Argentina that nearly led to war.
|
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+
|
45 |
+
The Chilean economy partially degenerated into a system protecting the interests of a ruling oligarchy. By the 1920s, the emerging middle and working classes were powerful enough to elect a reformist president, Arturo Alessandri, whose program was frustrated by a conservative congress. In the 1920s, Marxist groups with strong popular support arose.[25]
|
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+
|
47 |
+
A military coup led by General Luis Altamirano in 1924 set off a period of political instability that lasted until 1932. Of the ten governments that held power in that period, the longest lasting was that of General Carlos Ibáñez del Campo, who briefly held power in 1925 and then again between 1927 and 1931 in what was a de facto dictatorship (although not really comparable in harshness or corruption to the type of military dictatorship that have often bedeviled the rest of Latin America).[29][30]
|
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+
|
49 |
+
By relinquishing power to a democratically elected successor, Ibáñez del Campo retained the respect of a large enough segment of the population to remain a viable politician for more than thirty years, in spite of the vague and shifting nature of his ideology. When constitutional rule was restored in 1932, a strong middle-class party, the Radicals, emerged. It became the key force in coalition governments for the next 20 years. During the period of Radical Party dominance (1932–52), the state increased its role in the economy. In 1952, voters returned Ibáñez del Campo to office for another six years. Jorge Alessandri succeeded Ibáñez del Campo in 1958, bringing Chilean conservatism back into power democratically for another term.
|
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+
|
51 |
+
The 1964 presidential election of Christian Democrat Eduardo Frei Montalva by an absolute majority initiated a period of major reform. Under the slogan "Revolution in Liberty", the Frei administration embarked on far-reaching social and economic programs, particularly in education, housing, and agrarian reform, including rural unionization of agricultural workers. By 1967, however, Frei encountered increasing opposition from leftists, who charged that his reforms were inadequate, and from conservatives, who found them excessive. At the end of his term, Frei had not fully achieved his party's ambitious goals.[25]
|
52 |
+
|
53 |
+
In the 1970 election, Senator Salvador Allende of the Socialist Party of Chile (then part of the "Popular Unity" coalition which included the Communists, Radicals, Social-Democrats, dissident Christian Democrats, the Popular Unitary Action Movement, and the Independent Popular Action),[25] achieved a partial majority in a plurality of votes in a three-way contest, followed by candidates Radomiro Tomic for the Christian Democrat Party and Jorge Alessandri for the Conservative Party. Allende was not elected with an absolute majority, receiving fewer than 35 percent of votes.
|
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+
|
55 |
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The Chilean Congress conducted a runoff vote between the leading candidates, Allende and former president Jorge Alessandri, and, keeping with tradition, chose Allende by a vote of 153 to 35. Frei refused to form an alliance with Alessandri to oppose Allende, on the grounds that the Christian Democrats were a workers' party and could not make common cause with the right wing.[31][32]
|
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+
|
57 |
+
An economic depression that began in 1972 was exacerbated by capital flight, plummeting private investment, and withdrawal of bank deposits in response to Allende's socialist program. Production fell and unemployment rose. Allende adopted measures including price freezes, wage increases, and tax reforms, to increase consumer spending and redistribute income downward.[33] Joint public-private public works projects helped reduce unemployment.[34][page needed] Much of the banking sector was nationalized. Many enterprises within the copper, coal, iron, nitrate, and steel industries were expropriated, nationalized, or subjected to state intervention. Industrial output increased sharply and unemployment fell during the Allende administration's first year.[34]
|
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|
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Allende's program included advancement of workers' interests,[34][35] replacing the judicial system with "socialist legality",[36] nationalization of banks and forcing others to bankruptcy,[36] and strengthening "popular militias" known as MIR.[36] Started under former President Frei, the Popular Unity platform also called for nationalization of Chile's major copper mines in the form of a constitutional amendment. The measure was passed unanimously by Congress.
|
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|
61 |
+
As a result,[37] the Richard Nixon administration organized and inserted secret operatives in Chile, in order to swiftly destabilize Allende's government.[38] In addition, US financial pressure restricted international economic credit to Chile.[39]
|
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+
|
63 |
+
The economic problems were also exacerbated by Allende's public spending which was financed mostly by printing money and poor credit ratings given by commercial banks.[40]
|
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+
Simultaneously, opposition media, politicians, business guilds and other organizations helped to accelerate a campaign of domestic political and economical destabilization, some of which was backed by the United States.[39][41] By early 1973, inflation was out of control. The crippled economy was further battered by prolonged and sometimes simultaneous strikes by physicians, teachers, students, truck owners, copper workers, and the small business class.
|
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+
On 26 May 1973, Chile's Supreme Court, which was opposed to Allende's government, unanimously denounced the Allende disruption of the legality of the nation. Although illegal under the Chilean constitution, the court supported and strengthened Pinochet's soon-to-be seizure of power.[36][42]
|
66 |
+
|
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+
A military coup overthrew Allende on 11 September 1973. As the armed forces bombarded the presidential palace, Allende apparently committed suicide.[43][44] After the coup, Henry Kissinger told U.S. president Richard Nixon that the United States had "helped" the coup.[45]
|
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|
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A military junta, led by General Augusto Pinochet, took control of the country. The first years of the regime were marked by human rights violations. Chile actively participated in Operation Condor.[46] On October 1973, at least 72 people were murdered by the Caravan of Death.[47] According to the Rettig Report and Valech Commission, at least 2,115 were killed,[48] and at least 27,265[49] were tortured (including 88 children younger than 12 years old).[49] In 2011, Chile recognized an additional 9,800 victims, bringing the total number of killed, tortured or imprisoned for political reasons to 40,018.[50] At the national stadium, filled with detainees, one of those tortured and killed was internationally known poet-singer Víctor Jara (see "Music and Dance", below). The stadium was renamed for Jara in 2003.
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A new Constitution was approved by a controversial plebiscite on 11 September 1980, and General Pinochet became president of the republic for an eight-year term. After Pinochet obtained rule of the country, several hundred committed Chilean revolutionaries joined the Sandinista army in Nicaragua, guerrilla forces in Argentina or training camps in Cuba, Eastern Europe and Northern Africa.[51]
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In the late 1980s, largely as a result of events such as the 1982 economic collapse[52] and mass civil resistance in 1983–88, the government gradually permitted greater freedom of assembly, speech, and association, to include trade union and political activity.[53] The government launched market-oriented reforms with Hernán Büchi as Minister of Finance. Chile moved toward a free market economy that saw an increase in domestic and foreign private investment, although the copper industry and other important mineral resources were not opened for competition. In a plebiscite on 5 October 1988, Pinochet was denied a second eight-year term as president (56% against 44%). Chileans elected a new president and the majority of members of a bicameral congress on 14 December 1989. Christian Democrat Patricio Aylwin, the candidate of a coalition of 17 political parties called the Concertación, received an absolute majority of votes (55%).[54] President Aylwin served from 1990 to 1994, in what was considered a transition period.
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In December 1993, Christian Democrat Eduardo Frei Ruiz-Tagle, the son of previous president Eduardo Frei Montalva, led the Concertación coalition to victory with an absolute majority of votes (58%).[55] Frei Ruiz-Tagle was succeeded in 2000 by Socialist Ricardo Lagos, who won the presidency in an unprecedented runoff election against Joaquín Lavín of the rightist Alliance for Chile.[56] In January 2006, Chileans elected their first female president, Michelle Bachelet Jeria, of the Socialist Party, defeating Sebastián Piñera, of the National Renewal party, extending the Concertación governance for another four years.[57][58] In January 2010, Chileans elected Sebastián Piñera as the first rightist President in 20 years, defeating former President Eduardo Frei Ruiz-Tagle of the Concertación, for a four-year term succeeding Bachelet. Due to term limits, Sebastián Piñera did not stand for re-election in 2013, and his term expired in March 2014 resulting in Michelle Bachelet returning to office.
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On 27 February 2010, Chile was struck by an 8.8 Mw earthquake, the fifth largest ever recorded at the time. More than 500 people died (most from the ensuing tsunami) and over a million people lost their homes. The earthquake was also followed by multiple aftershocks.[59] Initial damage estimates were in the range of US$15–30 billion, around 10 to 15 percent of Chile's real gross domestic product.[60]
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Chile achieved global recognition for the successful rescue of 33 trapped miners in 2010. On 5 August 2010 the access tunnel collapsed at the San José copper and gold mine in the Atacama Desert near Copiapó in northern Chile, trapping 33 men 700 metres (2,300 ft) below ground. A rescue effort organized by the Chilean government located the miners 17 days later. All 33 men were brought to the surface two months later on 13 October 2010 over a period of almost 24 hours, an effort that was carried on live television around the world.[61]
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2019 Chilean protests are a series of country-wide protests in response to a raise in the Santiago Metro's subway fare, the increased cost of living, privatization and inequality prevalent in the country.[62] On 15 November, most of the political parties represented in the National Congress signed an agreement to call a national referendum on April 2020 regarding the creation of a new Constitution, later postponed to October due to the COVID-19 pandemic.[63]
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The current Constitution of Chile was approved in a national plebiscite—regarded as "highly irregular" by some observers[64]—in September 1980, under the military dictatorship of Augusto Pinochet. It entered into force in March 1981. After Pinochet's defeat in the 1988 plebiscite, the constitution was amended to ease provisions for future amendments to the Constitution. In September 2005, President Ricardo Lagos signed into law several constitutional amendments passed by Congress. These include eliminating the positions of appointed senators and senators for life, granting the President authority to remove the commanders-in-chief of the armed forces, and reducing the presidential term from six to four years.[65]
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The Congress of Chile has a 38-seat Senate and a 120-member Chamber of Deputies. Senators serve for eight years with staggered terms, while deputies are elected every 4 years. The last congressional elections were held on 17 November 2013, concurrently with the presidential election. The current Senate has a 21–15 split in favor of the governing coalition and 2 independents. The current lower house, the Chamber of Deputies, contains 67 members of the governing center-left coalition, 48 from the center-right opposition and 5 from small parties or independents. The Congress is located in the port city of Valparaíso, about 140 kilometres (87 miles) west of the capital, Santiago.
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Chile's congressional elections are governed by a binomial system that, for the most part, rewards the two largest representations equally, often regardless of their relative popular support. Parties are thus forced to form wide coalitions and, historically, the two largest coalitions (Concertación and Alianza) split most of the seats. Only if the leading coalition ticket out-polls the second place coalition by a margin of more than 2-to-1 does the winning coalition gain both seats, which tends to lock the legislature in a roughly 50–50 split.
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Chile's judiciary is independent and includes a court of appeal, a system of military courts, a constitutional tribunal, and the Supreme Court of Chile. In June 2005, Chile completed a nationwide overhaul of its criminal justice system.[66] The reform has replaced inquisitorial proceedings with an adversarial system more similar to that of the United States.
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In the 2001 congressional elections, the conservative Independent Democratic Union (UDI) surpassed the Christian Democrats for the first time to become the largest party in the lower house. In the 2005 parliamentary election, both leading parties, the Christian Democrats and the UDI lost representation in favor of their respective allies Socialist Party (which became the biggest party in the Concertación block) and National Renewal in the right-wing alliance. In the 2009 legislative elections in Chile, the Communist Party won 3 out of 120 seats in the Chamber of Deputies for the first time in 30 years (the Communist Party was not allowed to exist as such during the dictatorship).
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Chileans voted in the first round of presidential elections on 17 November 2013. None of the nine presidential candidates got more than 50 percent of the vote. As a result, the top two candidates, center-left Nueva Mayoría coalition's Michelle Bachelet and center-right Alianza coalition's Evelyn Matthei, competed in a run-off election on 15 December 2013, which Bachelet won. This was Chile's sixth presidential election since the end of the Pinochet era. All six have been judged free and fair. The president is constitutionally barred from serving consecutive terms.
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Since the early decades after independence, Chile has always had an active involvement in foreign affairs. In 1837 the country aggressively challenged the dominance of Peru's port of Callao for preeminence in the Pacific trade routes, defeating the short-lived alliance between Peru and Bolivia, the Peru-Bolivian Confederation (1836–39) in the War of the Confederation. The war dissolved the confederation while distributing power in the Pacific. A second international war, the War of the Pacific (1879–83), further increased Chile's regional role, while adding considerably to its territory.[17]
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During the 19th century, Chile's commercial ties were primarily with Britain, a nation that had a major influence on the formation of the Chilean navy. The French influenced Chile's legal and educational systems and had a decisive impact on Chile, through the architecture of the capital in the boom years at the turn of the 20th century. German influence came from the organization and training of the army by Prussians.[17]
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On 26 June 1945, Chile participated as a founding member of the United Nations being among 50 countries that signed the United Nations Charter in San Francisco, California.[67][68] With the military coup of 1973, Chile became isolated politically as a result of widespread human rights abuses.[17]
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Since its return to democracy in 1990, Chile has been an active participant in the international political arena. Chile completed a 2-year non-permanent position on the UN Security Council in January 2005. Jose Miguel Insulza, a Chilean national, was elected Secretary General of the Organization of American States in May 2005 and confirmed in his position, being re-elected in 2009. Chile is currently serving on the International Atomic Energy Agency (IAEA) Board of Governors, and the 2007–2008 chair of the board is Chile's ambassador to the IAEA, Milenko E. Skoknic. The country is an active member of the UN family of agencies and participates in UN peacekeeping activities. It was re-elected as a member of the UN Human Rights Council in 2011 for a three-year term.[69] It was also elected to one of five non-permanent seats on the UN Security Council in 2013.[70] Chile hosted the Defense Ministerial of the Americas in 2002 and the APEC summit and related meetings in 2004. It also hosted the Community of Democracies ministerial in April 2005 and the Ibero-American Summit in November 2007. An associate member of Mercosur and a full member of APEC, Chile has been a major player in international economic issues and hemispheric free trade.[25]
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There have been many arguments between Chileans and Peruvians since the 1800s because they both claim boundary coastal lines. Peruvians claim the Northern part of Chile, which is now South West of Peru. This is also known as the "triangulation" which was made to fix the boundary problem between Chile and Peru. The decisions were accomplished on 27 January 1839 by the International Court of Justice [71] This became the War of the Pacific which was in the years 1879–1883.[72] This conflict was caused by the mineral resources Chile had, Peruvians believed they belonged to them as well. Chile had to control sea shipping to Peru and sent out an army to invade Peru on 8 October 1879. The attempt was also made to The United States but failed badly on October 1880. There was a resistance between Peruvians and Chileans for a few years because they could not reach an agreement. The United States offered help with a treaty for both Peru and Chile, better known as the Treaty of Ancón. This was later signed by both of them on 20 October 1883 to keep peace between them. In 2008, Peru took Chile to court over their maritime disputes. Then later in 2014, the International Court of Justice's ruling resulted in Chile losing 80 miles from Northwestern ocean zone.[73] This ruling severely impacted fishers in the country making Chile lose a valuable trade in Northwest Chile.
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The Chilean government has diplomatic relations with most countries. It settled all its territorial disputes with Argentina during the 1990s except for part of the border at Southern Patagonian Ice Field. Chile and Bolivia severed diplomatic ties in 1978 over Bolivia's desire to regain sovereign access to the Pacific Ocean after losing it to Chile in the 1879–83 War of the Pacific. The two countries maintain consular relations and are represented at the Consul General level.[25]
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In 1978 Chile was administratively divided into regions,[74] and in 1979 subdivided into provinces and these into communes.[75][76] In total the country has 16 regions,[77][78] 56 provinces and 348 communes.[79]
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Each region is designated by a name and a Roman numeral assigned from north to south, except for the Santiago Metropolitan Region, which does not have a number. The creation of two new regions in 2007, Arica and Parinacota (XV) and Los Ríos (XIV), and a third region in 2018, Ñuble (XVI) made this numbering lose its original order meaning.
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The national flower is the copihue (Lapageria rosea, Chilean bellflower), which grows in the woods of southern Chile.
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The coat of arms depicts the two national animals: the condor (Vultur gryphus, a very large bird that lives in the mountains) and the huemul (Hippocamelus bisulcus, an endangered white tail deer). It also has the legend Por la razón o la fuerza (By reason or by force).
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The flag of Chile consists of two equal horizontal bands of white (top) and red; there is a blue square the same height as the white band at the hoist-side end of the white band; the square bears a white five-pointed star in the center representing a guide to progress and honor; blue symbolizes the sky, white is for the snow-covered Andes, and red stands for the blood spilled to achieve independence. The flag of Chile is similar to the Flag of Texas, although the Chilean flag is 21 years older. However, like the Texan flag, the flag of Chile is modeled after the Flag of the United States.[81]
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The Armed Forces of Chile are subject to civilian control exercised by the president through the Minister of Defense. The president has the authority to remove the commanders-in-chief of the armed forces.[25]
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The commander in chief of the Chilean Army is General Humberto Oviedo Arriagada.[82][83] The Chilean Army is 45,000 strong and is organized with an Army headquarters in Santiago, six divisions throughout its territory, an Air Brigade in Rancagua, and a Special Forces Command in Colina. The Chilean Army is one of the most professional and technologically advanced armies in Latin America.[25]
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Admiral Julio Leiva Molina directs around 25,000-person Chilean Navy,[84] including 2,500 Marines. Of the fleet of 29 surface vessels, only eight are operational major combatants (frigates). Those ships are based in Valparaíso.[85] The Navy operates its own aircraft for transport and patrol; there are no Navy fighter or bomber aircraft. The Navy also operates four submarines based in Talcahuano.[25][86]
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Air Force General (four star) Jorge Rojas Ávila heads the 12,500 strong Chilean Air Force. Air assets are distributed among five air brigades headquartered in Iquique, Antofagasta, Santiago, Puerto Montt, and Punta Arenas. The Air Force also operates an airbase on King George Island, Antarctica. The Air Force took delivery of the final two of ten F-16s, all purchased from the U.S., in March 2007 after several decades of U.S. debate and previous refusal to sell. Chile also took delivery in 2007 of a number of reconditioned Block 15 F-16s from the Netherlands, bringing to 18 the total of F-16s purchased from the Dutch.[25]
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After the military coup in September 1973 the Chilean national police (Carabineros) were incorporated into the Defense Ministry. With the return of democratic government, the police were placed under the operational control of the Interior Ministry but remained under the nominal control of the Defense Ministry. Gen. Gustavo González Jure is the head of the national police force of 40,964[87] men and women who are responsible for law enforcement, traffic management, narcotics suppression, border control, and counter-terrorism throughout Chile.[25]
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In 2017, Chile signed the UN treaty on the Prohibition of Nuclear Weapons.[88]
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A long and narrow coastal Southern Cone country on the west side of the Andes Mountains, Chile stretches over 4,300 km (2,670 mi) north to south, but only 350 km (217 mi) at its widest point east to west.[89] This encompasses a remarkable variety of climates and landscapes. It contains 756,950 square kilometres (292,260 sq mi) of land area. It is situated within the Pacific Ring of Fire. Excluding its Pacific islands and Antarctic claim, Chile lies between latitudes 17° and 56°S, and longitudes 66° and 75°W.
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Chile is among the longest north–south countries in the world. If one considers only mainland territory, Chile is unique within this group in its narrowness from east to west, with the other long north–south countries (including Brazil, Russia, Canada, and the United States, among others) all being wider from east to west by a factor of more than 10. Chile also claims 1,250,000 km2 (480,000 sq mi) of Antarctica as part of its territory (Chilean Antarctic Territory). However, this latter claim is suspended under the terms of the Antarctic Treaty, of which Chile is a signatory.[90] It is the world's southernmost country that is geographically on the mainland.[91]
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Chile controls Easter Island and Sala y Gómez Island, the easternmost islands of Polynesia, which it incorporated to its territory in 1888, and the Juan Fernández Islands, more than 600 km (370 mi) from the mainland. Also controlled but only temporarily inhabited (by some local fishermen) are the small islands of San Ambrosio and San Felix. These islands are notable because they extend Chile's claim to territorial waters out from its coast into the Pacific Ocean.[92]
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The northern Atacama Desert contains great mineral wealth, primarily copper and nitrates. The relatively small Central Valley, which includes Santiago, dominates the country in terms of population and agricultural resources. This area is also the historical center from which Chile expanded in the late 19th century, when it integrated the northern and southern regions. Southern Chile is rich in forests, grazing lands, and features a string of volcanoes and lakes. The southern coast is a labyrinth of fjords, inlets, canals, twisting peninsulas, and islands. The Andes Mountains are located on the eastern border.
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The diverse climate of Chile ranges from the world's driest desert in the north—the Atacama Desert—through a Mediterranean climate in the center, humid subtropical in Easter Island, to an oceanic climate, including alpine tundra and glaciers in the east and south.[9] According to the Köppen system, Chile within its borders hosts at least ten major climatic subtypes. There are four seasons in most of the country: summer (December to February), autumn (March to May), winter (June to August), and spring (September to November).
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The flora and fauna of Chile are characterized by a high degree of endemism, due to its particular geography. In continental Chile, the Atacama Desert in the north and the Andes mountains to the east are barriers that have led to the isolation of flora and fauna. Add to that the enormous length of Chile (over 4,300 km (2,672 mi)) and this results in a wide range of climates and environments that can be divided into three general zones: the desert provinces of the north, central Chile, and the humid regions of the south.
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The native flora of Chile consists of relatively fewer species compared to the flora of other South American countries.
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The northernmost coastal and central region is largely barren of vegetation, approaching the most absolute desert in the world.[93]
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On the slopes of the Andes, in addition to the scattered tola desert brush, grasses are found. The central valley is characterized by several species of cacti, the hardy espinos, the Chilean pine, the southern beeches and the copihue, a red bell-shaped flower that is Chile's national flower.[93]
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In southern Chile, south of the Biobío River, heavy precipitation has produced dense forests of laurels, magnolias, and various species of conifers and beeches, which become smaller and more stunted to the south.[94]
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The cold temperatures and winds of the extreme south preclude heavy forestation. Grassland is found in Atlantic Chile (in Patagonia). Much of the Chilean flora is distinct from that of neighboring Argentina, indicating that the Andean barrier existed during its formation.[94]
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Some of Chile's flora has an Antarctic origin due to land bridges which formed during the Cretaceous ice ages, allowing plants to migrate from Antarctica to South America.[95]
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Just over 3,000 species of fungi are recorded in Chile,[96][97] but this number is far from complete. The true total number of fungal species occurring in Chile is likely to be far higher, given the generally accepted estimate that only about 7 percent of all fungi worldwide have so far been discovered.[98] Although the amount of available information is still very small, a first effort has been made to estimate the number of fungal species endemic to Chile, and 1995 species have been tentatively identified as possible endemics of the country.[99]
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Chile's geographical isolation has restricted the immigration of faunal life, so that only a few of the many distinctive South American animals are found. Among the larger mammals are the puma or cougar, the llama-like guanaco and the fox-like chilla. In the forest region, several types of marsupials and a small deer known as the pudu are found.[93]
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There are many species of small birds, but most of the larger common Latin American types are absent. Few freshwater fish are native, but North American trout have been successfully introduced into the Andean lakes.[93] Owing to the vicinity of the Humboldt Current, ocean waters abound with fish and other forms of marine life, which in turn support a rich variety of waterfowl, including several penguins. Whales are abundant, and some six species of seals are found in the area.[93]
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Chile is located along a highly seismic and volcanic zone, part of the Pacific Ring of Fire, due to the subduction of the Nazca and Antarctic plates in the South American plate.
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Late Paleozoic, 251 million years ago, Chile belonged to the continental block called Gondwana. It was just a depression accumulated marine sediments began to rise at the end of the Mesozoic, 66 million years ago, due to the collision between the Nazca and South American plates, resulting in the Andes. The territory would be shaped by millions of years due to the folding of the rocks, forming the current relief.
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The Chilean relief consists of the central depression, which crosses the country longitudinally, flanked by two mountain ranges that make up about 80% of the territory: the Andes mountains to the east-natural border with Bolivia and Argentina in the region of Atacama and the Coastal Range west-minor height from the Andes. Chile's highest peak is the Nevado Ojos del Salado, at 6891.3 m, which is also the highest volcano in the world. The highest point of the Coastal Range is Vicuña Mackenna, at 3114 meters, located in the Sierra Vicuña Mackenna, the south of Antofagasta. Among the coastal mountains and the Pacific is a series of coastal plains, of variable length, which allow the settlement of coastal towns and big ports. Some areas of the plains territories encompass territory east of the Andes, and the Patagonian steppes and Magellan, or are high plateaus surrounded by high mountain ranges, such as the Altiplano or Puna de Atacama.
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The Far North is the area between the northern boundary of the country and the parallel 26° S, covering the first three regions. It is characterized by the presence of the Atacama desert, the most arid in the world. The desert is fragmented by streams that originate in the area known as the pampas Tamarugal. The Andes, split in two and whose eastern arm runs Bolivia, has a high altitude and volcanic activity, which has allowed the formation of the Andean altiplano and salt structures as the Salar de Atacama, due to the gradual accumulation of sediments over time.
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To the south is the Norte Chico, extending to the Aconcagua river. Los Andes begin to decrease its altitude to the south and closer to the coast, reaching 90 km away at the height of Illapel, the narrowest part of the Chilean territory. The two mountain ranges intersect, virtually eliminating the intermediate depression. The existence of rivers flowing through the territory allows the formation of transverse valleys, where agriculture has developed strongly in recent times, while the coastal plains begin to expand.
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The Central area is the most populated region of the country. The coastal plains are wide and allow the establishment of cities and ports along the Pacific. The Andes maintains altitudes above 6000m but descend slowly starts approaching the 4000 meters on average. The intermediate depression reappears becoming a fertile valley that allows agricultural development and human settlement, due to sediment accumulation. To the south, the Cordillera de la Costa reappears in the range of Nahuelbuta while glacial sediments originate a series of lakes in the area of La Frontera.
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Patagonia extends from within Reloncavi, at the height of parallel 41°S, to the south. During the last glaciation, this area was covered by ice that strongly eroded Chilean relief structures. As a result, the intermediate depression sinks in the sea, while the coastal mountains rise to a series of archipelagos, such as Chiloé and the Chonos, disappearing in Taitao peninsula, in the parallel 47°S. The Andes mountain range loses height and erosion caused by the action of glaciers has caused fjords.
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East of the Andes, on the continent, or north of it, on the island of Tierra del Fuego are located relatively flat plains, which in the Strait of Magellan cover large areas.
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The Andes, as he had done previously Cordillera de la Costa, begins to break in the ocean causing a myriad of islands and islets and disappear into it, sinking and reappearing in the Southern Antilles arc and then the Antarctic Peninsula, where it is called Antartandes, in the Chilean Antarctic Territory, lying between the meridians 53°W and 90°W.
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In the middle of the Pacific, the country has sovereignty over several islands of volcanic origin, collectively known as Insular Chile. Of these, we highlight the archipelago of Juan Fernandez and Easter Island, which is located in the fracture zone between the Nazca plate and the Pacific plate known as East Pacific Rise.
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Due to the characteristics of the territory, Chile is crossed by numerous rivers generally short in length and with low torrential flow. They commonly extend from the Andes to the Pacific Ocean, flowing in an East to West.
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Because of the Atacama desert, in the Norte Grande there are only short endorheic character streams, except for the Loa River, the longest in the country 440 km.[100] In the high valleys, wetland areas generate Chungará Lake, located at 4500 meters above sea level. It and the Lauca River are shared with Bolivia, as well as the Lluta River.
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In the center-north of the country, the number of rivers that form valleys of agricultural importance increases. Noteworthy are the Elqui with 75 km[100] long, 142 km Aconcagua, Maipo with 250 km[100] and its tributary, the Mapocho with 110 km, and Maule with 240 km. Their waters mainly flow from Andean snowmelt in the summer and winter rains. The major lakes in this area are the artificial lake Rapel, the Colbun Maule lagoon and the lagoon of La Laja.
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Chile's 2017 census reported a population of 17,574,003. Its rate of population growth has been decreasing since 1990, due to a declining birth rate.[101] By 2050 the population is expected to reach approximately 20.2 million people.[102] About 85 percent of the country's population lives in urban areas, with 40 percent living in Greater Santiago. The largest agglomerations according to the 2002 census are Greater Santiago with 5.6 million people, Greater Concepción with 861,000
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and Greater Valparaíso with 824,000.[103]
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Mexican professor Francisco Lizcano, of the National Autonomous University of Mexico, estimated that 52.7% of Chileans were white, 39.3% were mestizo, and 8% were Amerindian.[104]
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In 1984, a study called Sociogenetic Reference Framework for Public Health Studies in Chile, from the Revista de Pediatría de Chile determined an ancestry of 67.9% European, and 32.1% Native American.[105][106] In 1994, a biological study determined that the Chilean composition was 64% European and 35% Amerindian.[107] The recent study in the Candela Project establishes that the genetic composition of Chile is 52% of European origin, with 44% of the genome coming from Native Americans (Amerindians), and 4% coming from Africa, making Chile a primarily mestizo country with traces of African descent present in half of the population.[108] Another genetic study conducted by the University of Brasilia in several American countries shows a similar genetic composition for Chile, with a European contribution of 51.6%, an Amerindian contribution of 42.1%, and an African contribution of 6.3%.[109] In 2015 another study established genetic composition in 57% European, 38% Native American, and 2.5% African.[110]
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A public health booklet from the University of Chile states that 64% of the population is of Caucasian origin; "predominantly White" Mestizos are estimated to amount a total of 35%, while Native Americans (Amerindians) comprise the remaining 5%.[111]
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Despite the genetic considerations, many Chileans, if asked, would self-identify as White. The 2011 Latinobarómetro survey asked respondents in Chile what race they considered themselves to belong to. Most answered "White" (59%), while 25% said "Mestizo" and 8% self-classified as "indigenous".[112] A 2002 national poll revealed that a majority of Chileans believed they possessed some (43.4%) or much (8.3%) "indigenous blood", while 40.3% responded that they had none.[113]
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The 1907 census reported 101,118 Natives, or 3.1% of the total population. Only those that practiced their native culture or spoke their native language were considered to be Natives, irrespective of their "racial purity".[114] In 2002 a census took place, directly asking the public whether they considered themselves as part of any of the eight Chilean ethnic groups, regardless of whether or not they maintained their culture, traditions and language, and 4.6 percent of the population (692,192 people) fitted that description of indigenous peoples in Chile. Of that number, 87.3% declared themselves Mapuche.[115] Most of the indigenous population shows varying degrees of mixed ancestry.[116]
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Chile is one of 22 countries to have signed and ratified the only binding international law concerning indigenous peoples, the Indigenous and Tribal Peoples Convention, 1989.[117] It was adopted in 1989 as the International Labour Organization (ILO) Convention 169. Chile ratified it in 2008. A Chilean court decision in November 2009 considered to be a landmark ruling on indigenous rights and made use of the convention. The Supreme Court decision on Aymara water rights upheld rulings by both the Pozo Almonte tribunal and the Iquique Court of Appeals, and marks the first judicial application of ILO Convention 169 in Chile.[118]
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The earliest European immigrants were Spanish colonisers who arrived in the 16th century.[119] The Amerindian population of central Chile was absorbed into the Spanish settler population in the beginning of the colonial period to form the large mestizo population that exists in Chile today; mestizos create modern middle and lower classes. In the 18th and 19th centuries, many Basques came to Chile where they integrated into the existing elites of Castilian origin. Postcolonial Chile was never a particularly attractive destination for migrants, owing to its remoteness and distance from Europe.[120][121] Europeans preferred to stay in countries closer to their homelands instead of taking the long journey through the Straits of Magellan or crossing the Andes.[120] European migration did not result in a significant change in the ethnic composition of Chile, except in the region of Magellan.[122] Spaniards were the only major European migrant group to Chile,[120] and there was never large-scale immigration such as that to Argentina or Brazil.[121] Between 1851 and 1924, Chile only received 0.5% of European immigration to Latin America, compared to 46% to Argentina, 33% to Brazil, 14% to Cuba, and 4% to Uruguay.[120] However, it is undeniable that immigrants have played a significant role in Chilean society.[121]
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Most of the immigrants to Chile during the 19th and 20th centuries came from France,[123] Great Britain,[124] Germany,[125] and Croatia,[126] among others. Descendants of different European ethnic groups often intermarried in Chile. This intermarriage and mixture of cultures and races have helped to shape the present society and culture of the Chilean middle and upper classes.[127] Also, roughly 500,000 of Chile's population is of full or partial Palestinian origin,[128][129] and 800,000 arab descents.[130] Chile currently has 1.5 million of Latin American immigrants, mainly from Venezuela, Peru, Haiti, Colombia, Bolivia and Argentina; 8% of the total population in 2019, without counting descendants.[131][132] According to the 2002 national census, Chile's foreign-born population has increased by 75% since 1992.[133]
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As of 2012[update], 66.6%[135] of Chilean population over 15 years of age claimed to adhere to the Roman Catholic church, a decrease from the 70%[136] reported in the 2002 census. In the same census of 2012, 17% of Chileans reported adherence to an Evangelical church ("Evangelical" in the census referred to all Christian denominations other than the Roman Catholic and Orthodox—Greek, Persian, Serbian, Ukrainian, and Armenian—churches, The Church of Jesus Christ of Latter-day Saints or Mormons, Seventh-day Adventists, and Jehovah's Witnesses: essentially, those denominations generally still termed "Protestant" in most English-speaking lands, although Adventism is often considered an Evangelical denomination as well). Approximately 90% of Evangelical Christians are Pentecostal. but Wesleyan, Lutheran, Anglican, Episcopalian, Presbyterian, other Reformed, Baptist, and Methodist churches also are present amongst Chilean Evangelical churches.[137] Irreligious people, atheists, and agnostics account for around 12% of the population.
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By 2015, the major religion in Chile remained Christianity (68%), with an estimated 55% of Chileans belonging to the Roman Catholic church, 13% to various Evangelical churches, and just 7% adhering to any other religion. Agnostics and atheist were estimated at 25% of the population.[138]
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Chile has a Bahá'í religious community, and is home to the mother temple of the Bahá'ís for Latin America, which was completed in 2016 and has been described as futuristic and translucent in its architectural style.[139]
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The Constitution guarantees the right to freedom of religion, and other laws and policies contribute to generally free religious practice. The law at all levels fully protects this right against abuse by either governmental or private actors.[137]
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Church and state are officially separate in Chile. A 1999 law on religion prohibits religious discrimination.
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However, the Roman Catholic church for mostly historical and social reasons enjoys a privileged status and occasionally receives preferential treatment.[140] Government officials attend Roman Catholic events as well as major Evangelical and Jewish ceremonies.[137]
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The Chilean government treats the religious holidays of Christmas, Good Friday, the Feast of the Virgin of Carmen, the Feast of Saints Peter and Paul, the Feast of the Assumption, All Saints' Day, and the Feast of the Immaculate Conception as national holidays.[137] Recently, the government declared 31 October, Reformation Day, to be an additional national holiday, in honor of the Evangelical churches of the country.[141][142]
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The patron saints of Chile are Our Lady of Mount Carmel and Saint James the Greater (Santiago).[143] In 2005, Pope Benedict XVI canonized Alberto Hurtado, who became the country's second native Roman Catholic saint after Teresa de los Andes.[144]
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The Metropolitan Cathedral of Santiago.
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Bahá'í House of Worship for South America.
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Mosque Mohammed VI Center for Dialogue of Civilizations, in Coquimbo.
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Valparaíso Lutheran Church.
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Greek Orthodox Church of the Saints Constantine and Elena, located in the commune of Ñuñoa, Santiago.
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Jewish Hanukkah in La Moneda Palace, Santiago.
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The Spanish spoken in Chile is distinctively accented and quite unlike that of neighboring South American countries because final syllables are often dropped, and some consonants have a soft pronunciation.[clarification needed] Accent varies only very slightly from north to south; more noticeable are the differences in accent based on social class or whether one lives in the city or the country. That the Chilean population was largely formed in a small section at the center of the country and then migrated in modest numbers to the north and south helps explain this relative lack of differentiation, which was maintained by the national reach of radio, and now television, which also helps to diffuse and homogenize colloquial expressions.[25]
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There are several indigenous languages spoken in Chile: Mapudungun, Quechua, Aymara and Rapa Nui. After the Spanish invasion, Spanish took over as the lingua franca and the indigenous languages have become minority languages, with some now extinct or close to extinction.[145]
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German is still spoken to some extent in southern Chile,[146] either in small country side pockets or as a second language among the communities of larger cities.
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Through initiatives such as the English Opens Doors Program, the government made English mandatory for students in fifth-grade and above in public schools. Most private schools in Chile start teaching English from kindergarten.[147] Common English words have been absorbed and appropriated into everyday Spanish speech.[148]
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In Chile, education begins with preschool until the age of 5. Primary school is provided for children between ages 6 and 13. Students then attend secondary school until graduation at age 17.
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Secondary education is divided into two parts: During the first two years, students receive a general education. Then, they choose a branch: scientific humanistic education, artistic education, or technical and professional education. Secondary school ends two years later on the acquirement of a certificate (licencia de enseñanza media).[149]
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Chilean education is segregated by wealth in a three-tiered system — the quality of the schools reflect socioeconomic backgrounds:
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Upon successful graduation of secondary school, students may continue into higher education. The higher education schools in Chile consist of Chilean Traditional Universities and are divided into public universities or private universities. There are medical schools and both the Universidad de Chile and Universidad Diego Portales offer law schools in a partnership with Yale University.[151]
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The Ministry of Health (Minsal) is the cabinet-level administrative office in charge of planning, directing, coordinating, executing, controlling and informing the public health policies formulated by the President of Chile. The National Health Fund (Fonasa), created in 1979, is the financial entity entrusted to collect, manage and distribute state funds for health in Chile. It is funded by the public. All employees pay 7 percent of their monthly income to the fund.[citation needed]
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Fonasa is part of the NHSS and has executive power through the Ministry of Health (Chile). Its headquarters are in Santiago and decentralized public service is conducted by various Regional Offices. More than 12 million beneficiaries benefit from Fonasa. Beneficiaries can also opt for more costly private insurance through Isapre. Hospitals in Chile are mainly located in the Santiago Metropolitan Region.[citation needed]
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The Central Bank of Chile in Santiago serves as the central bank for the country. The Chilean currency is the Chilean peso (CLP). Chile is one of South America's most stable and prosperous nations,[9] leading Latin American nations in human development, competitiveness, income per capita, globalization, economic freedom, and low perception of corruption.[11] Since July 2013, Chile is considered by the World Bank as a "high-income economy".[152][153][154]
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Chile has the highest degree of economic freedom in South America (ranking 7th worldwide), owing to its independent and efficient judicial system and prudent public finance management.[155] In May 2010 Chile became the first South American country to join the OECD.[156] In 2006, Chile became the country with the highest nominal GDP per capita in Latin America.[157]
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Copper mining makes up 20% of Chilean GDP and 60% of exports.[158] Escondida is the largest copper mine in the world, producing over 5% of global supplies.[158] Overall, Chile produces a third of the world's copper.[158] Codelco, the state mining firm, competes with private copper mining companies.[158]
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Sound economic policies, maintained consistently since the 1980s, have contributed to steady economic growth in Chile and have more than halved poverty rates.[159][25] Chile began to experience a moderate economic downturn in 1999. The economy remained sluggish until 2003, when it began to show clear signs of recovery, achieving 4.0% GDP growth.[160] The Chilean economy finished 2004 with growth of 6 percent. Real GDP growth reached 5.7 percent in 2005 before falling back to 4 percent in 2006. GDP expanded by 5 percent in 2007.[25] Faced with an international economic downturn the government announced an economic stimulus plan to spur employment and growth, and despite the global financial crisis, aimed for an expansion of between 2 percent and 3 percent of GDP for 2009. Nonetheless, economic analysts disagreed with government estimates and predicted economic growth at a median of 1.5 percent.[161] Real GDP growth in 2012 was 5.5%. Growth slowed to 4.1% in the first quarter of 2013.[162]
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The unemployment rate was 6.4% in April 2013.[163] There are reported labor shortages in agriculture, mining, and construction.[162] The percentage of Chileans with per capita household incomes below the poverty line—defined as twice the cost of satisfying a person's minimal nutritional needs—fell from 45.1 percent in 1987 to 11.5 percent in 2009, according to government surveys.[164][165] Critics in Chile, however, argue that true poverty figures are considerably higher than those officially published.[166] Using the relative yardstick favoured in many European countries, 27% of Chileans would be poor, according to Juan Carlos Feres of the ECLAC.[167]
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As of November 2012[update], about 11.1 million people (64% of the population) benefit from government welfare programs,[168][clarification needed] via the "Social Protection Card", which includes the population living in poverty and those at a risk of falling into poverty.[169]
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The privatized national pension system (AFP) has encouraged domestic investment and contributed to an estimated total domestic savings rate of approximately 21 percent of GDP.[170] Under the compulsory private pension system, most formal sector employees pay 10 percent of their salaries into privately managed funds.[25]
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Chile has signed free trade agreements (FTAs) with a whole network of countries, including an FTA with the United States that was signed in 2003 and implemented in January 2004.[171] Internal Government of Chile figures show that even when factoring out inflation and the recent high price of copper, bilateral trade between the U.S. and Chile has grown over 60 percent since then.[25] Chile's total trade with China reached US$8.8 billion in 2006, representing nearly 66 percent of the value of its trade relationship with Asia.[25] Exports to Asia increased from US$15.2 billion in 2005 to US$19.7 billion in 2006, a 29.9 percent increase.[25] Year-on-year growth in imports was especially strong from a number of countries: Ecuador (123.9%), Thailand (72.1%), South Korea (52.6%), and China (36.9%).[25]
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Chile's approach to foreign direct investment is codified in the country's Foreign Investment Law. Registration is reported to be simple and transparent, and foreign investors are guaranteed access to the official foreign exchange market to repatriate their profits and capital.[25]
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The Chilean Government has formed a Council on Innovation and Competition, hoping to bring in additional FDI to new parts of the economy.[25]
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Standard & Poor's gives Chile a credit rating of AA-.[172] The Government of Chile continues to pay down its foreign debt, with public debt only 3.9 percent of GDP at the end of 2006.[25] The Chilean central government is a net creditor with a net asset position of 7% of GDP at end 2012.[162] The current account deficit was 4% in the first quarter of 2013, financed mostly by foreign direct investment.[162] 14% of central government revenue came directly from copper in 2012.[162]
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Chile is rich in mineral resources, especially copper and lithium. It is thought that due to the importance of lithium for batteries for electric vehicles and stabilization of electric grids with large proportions of intermittent renewables in the electricity mix, Chile could be strengthened geopolitically. However, this perspective has also been criticised for underestimating the power of economic incentives for expanded production in other parts of the world.[173]
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Agriculture in Chile encompasses a wide range of different activities due to its particular geography, climate and geology and human factors. Historically agriculture is one of the bases of Chile's economy. Now agriculture and allied sectors like forestry, logging and fishing account for only 4.9% of the GDP as of 2007[update] and employ 13.6% of the country's labor force. Some major agriculture products of Chile include grapes, apples, pears, onions, wheat, maize, oats, peaches, garlic, asparagus, beans, beef, poultry, wool, fish, timber and hemp. Due to its geographical isolation and strict customs policies Chile is free from diseases such as mad cow disease, fruit fly and Phylloxera. This, its location in the Southern Hemisphere, which has quite different harvesting times from the Northern Hemisphere, and its wide range of agriculture conditions are considered Chile's main comparative advantages. However, Chile's mountainous landscape limits the extent and intensity of agriculture so that arable land corresponds only to 2.62% of the total territory. Chile currently utilizes 14,015 Hectares of agricultural land.[174]
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Tourism in Chile has experienced sustained growth over the last few decades. In 2005, tourism grew by 13.6 percent, generating more than 4.5 billion dollars of which 1.5 billion was attributed to foreign tourists. According to the National Service of Tourism (Sernatur), 2 million people a year visit the country. Most of these visitors come from other countries in the American continent, mainly Argentina; followed by a growing number from the United States, Europe, and Brazil with a growing number of Asians from South Korea and China.[175]
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The main attractions for tourists are places of natural beauty situated in the extreme zones of the country: San Pedro de Atacama, in the north, is very popular with foreign tourists who arrive to admire the Incaic architecture, the altiplano lakes, and the Valley of the Moon.[citation needed] In Putre, also in the north, there is the Chungará Lake, as well as the Parinacota and the Pomerape volcanoes, with altitudes of 6,348 m and 6,282 m, respectively. Throughout the central Andes there are many ski resorts of international repute,[citation needed] including Portillo, Valle Nevado and Termas de Chillán.
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The main tourist sites in the south are national parks (the most popular is Conguillío National Park in the Araucanía)[citation needed] and the coastal area around Tirúa and Cañete with the Isla Mocha and the Nahuelbuta National Park, Chiloé Archipelago and Patagonia, which includes Laguna San Rafael National Park, with its many glaciers, and the Torres del Paine National Park. The central port city of Valparaíso, which is World Heritage with its unique architecture, is also popular.[citation needed] Finally, Easter Island in the Pacific Ocean is one of the main Chilean tourist destinations.
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For locals, tourism is concentrated mostly in the summer (December to March), and mainly in the coastal beach towns.[citation needed] Arica, Iquique, Antofagasta, La Serena and Coquimbo are the main summer centers in the north, and Pucón on the shores of Lake Villarrica is the main center in the south. Because of its proximity to Santiago, the coast of the Valparaíso Region, with its many beach resorts, receives the largest number of tourists. Viña del Mar, Valparaíso's more affluent northern neighbor, is popular because of its beaches, casino, and its annual song festival, the most important musical event in Latin America.[citation needed] Pichilemu in the O'Higgins Region is widely known as South America's "best surfing spot" according to Fodor's.[citation needed]
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In November 2005 the government launched a campaign under the brand "Chile: All Ways Surprising" intended to promote the country internationally for both business and tourism.[176] Museums in Chile such as the Chilean National Museum of Fine Arts built in 1880, feature works by Chilean artists.
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Chile is home to the world renowned Patagonian Trail that resides on the border between Argentina and Chile. Chile recently launched a massive scenic route for tourism in hopes of encouraging development based on conservation. The Route of Parks covers 1,740 miles and was designed by Tompkin Conservation (founders Douglas Tompkins and wife Kristine).[177]
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Due to Chile's topography a functioning transport network is vital to its economy. Buses are now the main means of long-distance transportation in Chile, following the decline of its railway network.[178] The bus system covers the entire country, from Arica to Santiago (a 30-hour journey) and from Santiago to Punta Arenas (about 40 hours, with a change at Osorno).
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Chile has a total of 372 runways (62 paved and 310 unpaved). Important airports in Chile include Chacalluta International Airport (Arica), Diego Aracena International Airport (Iquique), Andrés Sabella Gálvez International Airport
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(Antofagasta), Carriel Sur International Airport (Concepción), El Tepual International Airport (Puerto Montt), Presidente Carlos Ibáñez del Campo International Airport (Punta Arenas), La Araucanía International Airport (Temuco), Mataveri International Airport (Easter Island), the most remote airport in the world,[dubious – discuss] and the Comodoro Arturo Merino Benítez International Airport (Santiago) with a traffic of 12,105,524 passengers in 2011. Santiago is headquarters of Latin America's largest airline holding company and Chilean flag carrier LATAM Airlines.
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Chile has a telecommunication system which covers much of the country, including Chilean insular and Antarctic bases. Privatization of the telephone system began in 1988; Chile has one of the most advanced telecommunications infrastructure in South America with a modern system based on extensive microwave radio relay facilities and domestic satellite system with 3 earth stations.[159] In 2012, there were 3.276 million main lines in use and 24.13 million mobile cellular telephone subscribers.[159] According to a 2012 database of the International Telecommunications Union (ITU), 61.42% of the Chilean population uses the internet, making Chile the country with the highest internet penetration in South America.[180] The Chilean internet country code is ".cl".
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From the period between early agricultural settlements and up to the late pre-Hispanic period, northern Chile was a region of Andean culture that was influenced by altiplano traditions spreading to the coastal valleys of the north, while southern regions were areas of Mapuche cultural activities. Throughout the colonial period following the conquest, and during the early Republican period, the country's culture was dominated by the Spanish. Other European influences, primarily English, French, and German began in the 19th century and have continued to this day. German migrants influenced the Bavarian style rural architecture and cuisine in the south of Chile in cities such as Valdivia, Frutillar, Puerto Varas, Osorno, Temuco, Puerto Octay, Llanquihue, Faja Maisan, Pitrufquén, Victoria, Pucón and Puerto Montt.[181][182][183][184][185]
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Music in Chile ranges from folkloric, popular and classical music. Its large geography generates different musical styles in the north, center and south of the country, including also Easter Island and Mapuche music.[186] The national dance is the cueca. Another form of traditional Chilean song, though not a dance, is the tonada. Arising from music imported by the Spanish colonists, it is distinguished from the cueca by an intermediate melodic section and a more prominent melody.
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Between 1950 and 1970 appears a rebirth in folk music leading by groups such as Los de Ramón, Los Cuatro Huasos and Los Huasos Quincheros, among others[187] with composers such as Raúl de Ramón, Violeta Parra and others. In the mid-1960s native musical forms were revitalized by the Parra family with the Nueva canción Chilena, which was associated with political activists and reformers such as Víctor Jara, Inti-Illimani, and Quilapayún. Other important folk singer and researcher on folklore and Chilean ethnography, is Margot Loyola. Also many Chilean rock bands like Los Jaivas, Los Prisioneros, La Ley, and Los Tres have reached international success. In February, annual music festivals are held in Viña del Mar.[188]
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Chile is a country of poets.[189][190] Gabriela Mistral was the first Latin American to receive a Nobel Prize in Literature (1945). Chile's most famous poet is Pablo Neruda, who received the Nobel Prize for Literature (1971) and is world-renowned for his extensive library of works on romance, nature, and politics. His three highly personalized homes in Isla Negra, Santiago and Valparaíso are popular tourist destinations.
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Among the list of other Chilean poets are Carlos Pezoa Véliz, Vicente Huidobro, Gonzalo Rojas, Pablo de Rokha, Nicanor Parra and Raúl Zurita. Isabel Allende is the best-selling Chilean novelist, with 51 millions of her novels sold worldwide.[191] Novelist José Donoso's novel The Obscene Bird of Night is considered by critic Harold Bloom to be one of the canonical works of 20th-century Western literature. Another internationally recognized Chilean novelist and poet is Roberto Bolaño whose translations into English have had an excellent reception from the critics.[192][193][194]
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Chilean cuisine is a reflection of the country's topographical variety, featuring an assortment of seafood, beef, fruits, and vegetables. Traditional recipes include asado, cazuela, empanadas, humitas, pastel de choclo, pastel de papas, curanto and sopaipillas.[195] Crudos is an example of the mixture of culinary contributions from the various ethnic influences in Chile. The raw minced llama, heavy use of shellfish and rice bread were taken from native Quechua Andean cuisine, (although now beef brought to Chile by Europeans is also used in place of the llama meat), lemon and onions were brought by the Spanish colonists, and the use of mayonnaise and yogurt was introduced by German immigrants, as was beer.
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The folklore of Chile, cultural and demographic characteristics of the country, is the result of mixture of Spanish and Amerindian elements that occurred during the colonial period. Due to cultural and historical reasons, they are classified and distinguished four major areas in the country: northern areas, central, southern and south. Most of the traditions of the culture of Chile have a festive purpose, but some, such as dances and ceremonies, have religious components.
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[196]
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Chilean mythology is the mythology and beliefs of the Folklore of Chile.
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This includes Chilote mythology, Rapa Nui mythology and Mapuche mythology.
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Film production originated in Valparaíso on 26 May 1902 with the premiere of the documentary Exercise General Fire Brigade, the first film completely filmed and processed in the country. In the following decades, marked milestones The deck of Death (or The Enigma of Lord Street) (1916), considered the first film of a Chilean story, The transmission of presidential (1920), the first animated film in the country, and North and South (1934), the first sound film of Chile.
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Chile's most popular sport is association football. Chile has appeared in nine FIFA World Cups which includes hosting the 1962 FIFA World Cup where the national football team finished third. Other results achieved by the national football team include two Copa América titles (2015 and 2016), and two runners up positions, one silver and two bronze medals at the Pan American Games, a bronze medal at the 2000 Summer Olympics and two third places finishes in the FIFA under-17 and under-20 youth tournaments. The top league in the Chilean football league system is the Chilean Primera División, which is named by the IFFHS as the ninth strongest national football league in the world.[197]
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The main football clubs are Colo-Colo, Universidad de Chile and Universidad Católica. Colo-Colo is the country's most successful football club, having both the most national and international championships, including the coveted Copa Libertadores South American club tournament. Universidad de Chile was the last international champion (Copa Sudamericana 2011).
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Tennis is Chile's most successful sport. Its national team won the World Team Cup clay tournament twice (2003 & 2004), and played the Davis Cup final against Italy in 1976. At the 2004 Summer Olympics the country captured gold and bronze in men's singles and gold in men's doubles. Marcelo Ríos became the first Latin American man to reach the number one spot in the ATP singles rankings in 1998. Anita Lizana won the US Open in 1937, becoming the first woman from Latin America to win a Grand Slam tournament. Luis Ayala was twice a runner-up at the French Open and both Ríos and Fernando González reached the Australian Open men's singles finals. González also won a silver medal in singles at the 2008 Summer Olympics in Beijing.
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At the Summer Olympic Games Chile boasts a total of two gold medals (tennis), seven silver medals (athletics, equestrian, boxing, shooting and tennis) and four bronze medals (tennis, boxing and football). In 2012, Chile won its first Paralympic Games medal (gold in Athletics).
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Rodeo is the country's national sport and is practiced in the more rural areas of the nation. A sport similar to hockey called chueca was played by the Mapuche people during the Spanish conquest. Skiing and snowboarding are practiced at ski centers located in the Central Andes, and in southern ski centers near to cities as Osorno, Puerto Varas, Temuco and Punta Arenas. surfing is popular at some coastal towns. Polo is professionally practiced within Chile, with the country achieving top prize in the 2008 and 2015 World Polo Championship.
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Basketball is a popular sport in which Chile has earned a bronze medal in the first men's FIBA World Championship held in 1950 and winning a second bronze medal when Chile hosted the 1959 FIBA World Championship. Chile hosted the first FIBA World Championship for Women in 1953 finishing the tournament with the silver medal. San Pedro de Atacama is host to the annual "Atacama Crossing", a six-stage, 250-kilometre (160 mi) footrace which annually attracts about 150 competitors from 35 countries. The Dakar Rally off-road automobile race has been held in both Chile and Argentina since 2009.
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The cultural heritage of Chile consists, first, of their intangible heritage, composed of various cultural events, such as visual arts, crafts, dances, holidays, cuisine, games, music and traditions, and, secondly, by its tangible, consists of those buildings, objects and sites of archaeological, architectural, traditional, artistic, ethnographic, folkloric, historical, religious or technological scattered through Chilean territory, among them, those goods are declared World Heritage Site by UNESCO, in accordance with the provisions of the Convention concerning the Protection of World Cultural and Natural Heritage of 1972, ratified by Chile in 1980. These cultural sites are the Rapa Nui National Park (1995), the Churches of Chiloé (2000), the historical district of the port city of Valparaíso (2003), Humberstone and Santa Laura Saltpeter Works (2005) and the mining city Sewell (2006).
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In 1999 the Cultural Heritage Day was established as a way to honour and commemorate Chiles cultural heritage. It is an official national event celebrated in May every year. [198]
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1 |
+
|
2 |
+
|
3 |
+
Water is an inorganic, transparent, tasteless, odorless, and nearly colorless chemical substance, which is the main constituent of Earth's hydrosphere and the fluids of all known living organisms. It is vital for all known forms of life, even though it provides no calories or organic nutrients. Its chemical formula is H2O, meaning that each of its molecules contains one oxygen and two hydrogen atoms, connected by covalent bonds.
|
4 |
+
|
5 |
+
"Water" is the name of the liquid state of H2O at standard ambient temperature and pressure. It forms precipitation in the form of rain and aerosols in the form of fog. Clouds are formed from suspended droplets of water and ice, its solid state. When finely divided, crystalline ice may precipitate in the form of snow. The gaseous state of water is steam or water vapor. Water moves continually through the water cycle of evaporation, transpiration (evapotranspiration), condensation, precipitation, and runoff, usually reaching the sea.
|
6 |
+
|
7 |
+
Water covers 71% of the Earth's surface, mostly in seas and oceans.[1] Small portions of water occur as groundwater (1.7%), in the glaciers and the ice caps of Antarctica and Greenland (1.7%), and in the air as vapor, clouds (formed of ice and liquid water suspended in air), and precipitation (0.001%).[2][3]
|
8 |
+
|
9 |
+
Water plays an important role in the world economy. Approximately 70% of the freshwater used by humans goes to agriculture.[4] Fishing in salt and fresh water bodies is a major source of food for many parts of the world. Much of the long-distance trade of commodities (such as oil, natural gas, and manufactured products) is transported by boats through seas, rivers, lakes, and canals. Large quantities of water, ice, and steam are used for cooling and heating, in industry and homes. Water is an excellent solvent for a wide variety of substances both mineral and organic; as such it is widely used in industrial processes, and in cooking and washing. Water, ice and snow are also central to many sports and other forms of entertainment, such as swimming, pleasure boating, boat racing, surfing, sport fishing, diving, ice skating and skiing.
|
10 |
+
|
11 |
+
The word water comes from Old English wæter, from Proto-Germanic *watar (source also of Old Saxon watar, Old Frisian wetir, Dutch water, Old High German wazzar, German Wasser, Old Norse vatn, Gothic wato), from Proto-Indo-European *wod-or, suffixed form of root *wed- ("water"; "wet").[5] Also cognate, through the Indo-European root, with Greek ύδωρ (ýdor), Russian вода́ (vodá), Irish uisce, Albanian ujë.
|
12 |
+
|
13 |
+
Water (H2O) is a polar inorganic compound that is at room temperature a tasteless and odorless liquid, nearly colorless with a hint of blue. This simplest hydrogen chalcogenide is by far the most studied chemical compound and is described as the "universal solvent" for its ability to dissolve many substances.[6][7] This allows it to be the "solvent of life":[8] indeed, water as found in nature almost always includes various dissolved substances, and special steps are required to obtain chemically pure water. Water is the only common substance to exist as a solid, liquid, and gas in normal terrestrial conditions.[9]
|
14 |
+
|
15 |
+
Along with oxidane, water is one of the two official names for the chemical compound H2O;[10] it is also the liquid phase of H2O.[11] The other two common states of matter of water are the solid phase, ice, and the gaseous phase, water vapor or steam. The addition or removal of heat can cause phase transitions: freezing (water to ice), melting (ice to water), vaporization (water to vapor), condensation (vapor to water), sublimation (ice to vapor) and deposition (vapor to ice).[12]
|
16 |
+
|
17 |
+
Water differs from most liquids in that it becomes less dense as it freezes.[14] In 1 atm pressure, it reaches its maximum density of 1,000 kg/m3 (62.43 lb/cu ft) at 3.98 °C (39.16 °F).[15] The density of ice is 917 kg/m3 (57.25 lb/cu ft), an expansion of 9%.[16][17] This expansion can exert enormous pressure, bursting pipes and cracking rocks (see Frost weathering).[18]
|
18 |
+
|
19 |
+
In a lake or ocean, water at 4 °C sinks to the bottom and ice forms on the surface, floating on the liquid water. This ice insulates the water below, preventing it from freezing solid. Without this protection, most aquatic organisms would perish during the winter.[19]
|
20 |
+
|
21 |
+
At a pressure of one atmosphere (atm), ice melts or water freezes at 0 °C (32 °F) and water boils or vapor condenses at 100 °C (212 °F). However, even below the boiling point, water can change to vapor at its surface by evaporation (vaporization throughout the liquid is known as boiling). Sublimation and deposition also occur on surfaces.[12] For example, frost is deposited on cold surfaces while snowflakes form by deposition on an aerosol particle or ice nucleus.[20] In the process of freeze-drying, a food is frozen and then stored at low pressure so the ice on its surface sublimates.[21]
|
22 |
+
|
23 |
+
The melting and boiling points depend on pressure. A good approximation for the rate of change of the melting temperature with pressure is given by the Clausius–Clapeyron relation:
|
24 |
+
|
25 |
+
where
|
26 |
+
|
27 |
+
|
28 |
+
|
29 |
+
|
30 |
+
v
|
31 |
+
|
32 |
+
L
|
33 |
+
|
34 |
+
|
35 |
+
|
36 |
+
|
37 |
+
{\displaystyle v_{\text{L}}}
|
38 |
+
|
39 |
+
and
|
40 |
+
|
41 |
+
|
42 |
+
|
43 |
+
|
44 |
+
v
|
45 |
+
|
46 |
+
G
|
47 |
+
|
48 |
+
|
49 |
+
|
50 |
+
|
51 |
+
{\displaystyle v_{\text{G}}}
|
52 |
+
|
53 |
+
are the molar volumes of the liquid and gas phases, and
|
54 |
+
|
55 |
+
|
56 |
+
|
57 |
+
|
58 |
+
L
|
59 |
+
|
60 |
+
f
|
61 |
+
|
62 |
+
|
63 |
+
|
64 |
+
|
65 |
+
{\displaystyle L_{\text{f}}}
|
66 |
+
|
67 |
+
is the molar latent heat of melting. In most substances, the volume increases when melting occurs, so the melting temperature increases with pressure. However, because ice is less dense than water, the melting temperature decreases.[13] In glaciers, pressure melting can occur under sufficiently thick volumes of ice, resulting in subglacial lakes.[22][23]
|
68 |
+
|
69 |
+
The Clausius-Clapeyron relation also applies to the boiling point, except now the vapor phase has a much lower density than the liquid phase, so the boiling point increases with pressure.[24] Water can remain in a liquid state at high temperatures in the deep ocean or underground. For example, temperatures exceed 205 °C (401 °F) in Old Faithful, a geyser in Yellowstone National Park.[25] In hydrothermal vents, the temperature can exceed 400 °C (752 °F).[26]
|
70 |
+
|
71 |
+
At sea level, the boiling point of water is 100 °C (212 °F). As atmospheric pressure decreases with altitude, the boiling point decreases by 1 °C every 274 meters. High-altitude cooking takes longer than sea-level cooking. For example, at 1,524 metres (5,000 ft), cooking time must be increased by a fourth to achieve the desired result.[27] (Conversely, a pressure cooker can be used to decrease cooking times by raising the boiling temperature.[28])
|
72 |
+
In a vacuum, water will boil at room temperature.[29]
|
73 |
+
|
74 |
+
On a pressure/temperature phase diagram (see figure), there are curves separating solid from vapor, vapor from liquid, and liquid from solid. These meet at a single point called the triple point, where all three phases can coexist. The triple point is at a temperature of 273.16 K (0.01 °C) and a pressure of 611.657 pascals (0.00604 atm);[30] it is the lowest pressure at which liquid water can exist. Until 2019, the triple point was used to define the Kelvin temperature scale.[31][32]
|
75 |
+
|
76 |
+
The water/vapor phase curve terminates at 647.096 K (373.946 °C; 705.103 °F) and 22.064 megapascals (3,200.1 psi; 217.75 atm).[33] This is known as the critical point. At higher temperatures and pressures the liquid and vapor phases form a continuous phase called a supercritical fluid. It can be gradually compressed or expanded between gas-like and liquid-like densities, its properties (which are quite different from those of ambient water) are sensitive to density. For example, for suitable pressures and temperatures it can mix freely with nonpolar compounds, including most organic compounds. This makes it useful in a variety of applications including high-temperature electrochemistry and as an ecologically benign solvent or catalyst in chemical reactions involving organic compounds. In Earth's mantle, it acts as a solvent during mineral formation, dissolution and deposition.[34][35]
|
77 |
+
|
78 |
+
The normal form of ice on the surface of Earth is Ice Ih, a phase that forms crystals with hexagonal symmetry. Another with cubic crystalline symmetry, Ice Ic, can occur in the upper atmosphere.[36] As the pressure increases, ice forms other crystal structures. As of 2019, 17 have been experimentally confirmed and several more are predicted theoretically.[37] When sandwiched between layers of graphene, ice forms a square lattice.[38]
|
79 |
+
|
80 |
+
The details of the chemical nature of liquid water are not well understood; some theories suggest that its unusual behaviour is due to the existence of 2 liquid states.[15][39][40][41]
|
81 |
+
|
82 |
+
Pure water is usually described as tasteless and odorless, although humans have specific sensors that can feel the presence of water in their mouths,[42] and frogs are known to be able to smell it.[43] However, water from ordinary sources (including bottled mineral water) usually has many dissolved substances, that may give it varying tastes and odors. Humans and other animals have developed senses that enable them to evaluate the potability of water by avoiding water that is too salty or putrid.[44]
|
83 |
+
|
84 |
+
Pure water is visibly blue due to absorption of light in the region ca. 600 nm - 800 nm.[45] The color can be easily observed in a glass of tap-water placed against a pure white background, in daylight.The principal absorption bands responsible for the color are overtones of the O-H stretching vibrations. The apparent intensity of the color increases with the depth of the water column, following Beer's law. This also applies, for example, with a swimming pool when the light source is sunlight reflected from the pool's white tiles.
|
85 |
+
|
86 |
+
In nature, the color may also be modified from blue to green due to the presence of suspended solids or algae.
|
87 |
+
|
88 |
+
In industry, near-infrared spectroscopy is used with aqueous solutions as the greater intensity of the lower overtones of water means that glass cuvettes with short path-length may be employed. To observe the fundamental stretching absorption spectrum of water or of an aqueous solution in the region around 3500 cm−1 (2.85 μm)[46] a path length of about 25 μm is needed. Also, the cuvette must be both transparent around 3500 cm−1 and insoluble in water; calcium fluoride is one material that is in common use for the cuvette windows with aqueous solutions.
|
89 |
+
|
90 |
+
The Raman-active fundamental vibrations may be observed with, for example, a 1 cm sample cell.
|
91 |
+
|
92 |
+
Aquatic plants, algae, and other photosynthetic organisms can live in water up to hundreds of meters deep, because sunlight can reach them.
|
93 |
+
Practically no sunlight reaches the parts of the oceans below 1,000 meters (3,300 ft) of depth.
|
94 |
+
|
95 |
+
The refractive index of liquid water (1.333 at 20 °C (68 °F)) is much higher than that of air (1.0), similar to those of alkanes and ethanol, but lower than those of glycerol (1.473), benzene (1.501), carbon disulfide (1.627), and common types of glass (1.4 to 1.6). The refraction index of ice (1.31) is lower than that of liquid water.
|
96 |
+
|
97 |
+
In a water molecule, the hydrogen atoms form a 104.5° angle with the oxygen atom. The hydrogen atoms are close to two corners of a tetrahedron centered on the oxygen. At the other two corners are lone pairs of valence electrons that do not participate in the bonding. In a perfect tetrahedron, the atoms would form a 109.5° angle, but the repulsion between the lone pairs is greater than the repulsion between the hydrogen atoms.[47][48]
|
98 |
+
|
99 |
+
Other substances have a tetrahedral molecular structure, for example, methane (CH4) and hydrogen sulfide (H2S). However, oxygen is more electronegative (holds on to its electrons more tightly) than most other elements, so the oxygen atom retains a negative charge while the hydrogen atoms are positively charged. Along with the bent structure, this gives the molecule an electrical dipole moment and it is classified as a polar molecule.[49]
|
100 |
+
|
101 |
+
Water is a good polar solvent, that dissolves many salts and hydrophilic organic molecules such as sugars and simple alcohols such as ethanol. Water also dissolves many gases, such as oxygen and carbon dioxide—the latter giving the fizz of carbonated beverages, sparkling wines and beers. In addition, many substances in living organisms, such as proteins, DNA and polysaccharides, are dissolved in water. The interactions between water and the subunits of these biomacromolecules shape protein folding, DNA base pairing, and other phenomena crucial to life (hydrophobic effect).
|
102 |
+
|
103 |
+
Many organic substances (such as fats and oils and alkanes) are hydrophobic, that is, insoluble in water. Many inorganic substances are insoluble too, including most metal oxides, sulfides, and silicates.
|
104 |
+
|
105 |
+
Because of its polarity, a molecule of water in the liquid or solid state can form up to four hydrogen bonds with neighboring molecules. Hydrogen bonds are about ten times as strong as the Van der Waals force that attracts molecules to each other in most liquids. This is the reason why the melting and boiling points of water are much higher than those of other analogous compounds like hydrogen sulfide. They also explain its exceptionally high specific heat capacity (about 4.2 J/g/K), heat of fusion (about 333 J/g), heat of vaporization (2257 J/g), and thermal conductivity (between 0.561 and 0.679 W/m/K). These properties make water more effective at moderating Earth's climate, by storing heat and transporting it between the oceans and the atmosphere. The hydrogen bonds of water are around 23 kJ/mol (compared to a covalent O-H bond at 492 kJ/mol). Of this, it is estimated that 90% is attributable to electrostatics, while the remaining 10% is partially covalent.[50]
|
106 |
+
|
107 |
+
These bonds are the cause of water's high surface tension[51] and capillary forces. The capillary action refers to the tendency of water to move up a narrow tube against the force of gravity. This property is relied upon by all vascular plants, such as trees.[52]
|
108 |
+
|
109 |
+
Water is a weak solution of hydronium hydroxide - there is an equilibrium 2H2O ⇔ H3O+ + OH−, in combination with solvation of the resulting hydronium ions.
|
110 |
+
|
111 |
+
Pure water has a low electrical conductivity, which increases with the dissolution of a small amount of ionic material such as common salt.
|
112 |
+
|
113 |
+
Liquid water can be split into the elements hydrogen and oxygen by passing an electric current through it—a process called electrolysis. The decomposition requires more energy input than the heat released by the inverse process (285.8 kJ/mol, or 15.9 MJ/kg).[53]
|
114 |
+
|
115 |
+
Liquid water can be assumed to be incompressible for most purposes: its compressibility ranges from 4.4 to 5.1×10−10 Pa−1 in ordinary conditions.[54] Even in oceans at 4 km depth, where the pressure is 400 atm, water suffers only a 1.8% decrease in volume.[55]
|
116 |
+
|
117 |
+
The viscosity of water is about 10−3 Pa·s or 0.01 poise at 20 °C (68 °F), and the speed of sound in liquid water ranges between 1,400 and 1,540 meters per second (4,600 and 5,100 ft/s) depending on temperature. Sound travels long distances in water with little attenuation, especially at low frequencies (roughly 0.03 dB/km for 1 kHz), a property that is exploited by cetaceans and humans for communication and environment sensing (sonar).[56]
|
118 |
+
|
119 |
+
Metallic elements which are more electropositive than hydrogen, particularly the alkali metals and alkaline earth metals such as lithium, sodium, calcium, potassium and cesium displace hydrogen from water, forming hydroxides and releasing hydrogen. At high temperatures, carbon reacts with steam to form carbon monoxide and hydrogen.
|
120 |
+
|
121 |
+
Hydrology is the study of the movement, distribution, and quality of water throughout the Earth. The study of the distribution of water is hydrography. The study of the distribution and movement of groundwater is hydrogeology, of glaciers is glaciology, of inland waters is limnology and distribution of oceans is oceanography. Ecological processes with hydrology are in focus of ecohydrology.
|
122 |
+
|
123 |
+
The collective mass of water found on, under, and over the surface of a planet is called the hydrosphere. Earth's approximate water volume (the total water supply of the world) is 1.386 × 109 cubic kilometers (3.33 × 108 cubic miles).[2]
|
124 |
+
|
125 |
+
Liquid water is found in bodies of water, such as an ocean, sea, lake, river, stream, canal, pond, or puddle. The majority of water on Earth is sea water. Water is also present in the atmosphere in solid, liquid, and vapor states. It also exists as groundwater in aquifers.
|
126 |
+
|
127 |
+
Water is important in many geological processes. Groundwater is present in most rocks, and the pressure of this groundwater affects patterns of faulting. Water in the mantle is responsible for the melt that produces volcanoes at subduction zones. On the surface of the Earth, water is important in both chemical and physical weathering processes. Water, and to a lesser but still significant extent, ice, are also responsible for a large amount of sediment transport that occurs on the surface of the earth. Deposition of transported sediment forms many types of sedimentary rocks, which make up the geologic record of Earth history.
|
128 |
+
|
129 |
+
The water cycle (known scientifically as the hydrologic cycle) refers to the continuous exchange of water within the hydrosphere, between the atmosphere, soil water, surface water, groundwater, and plants.
|
130 |
+
|
131 |
+
Water moves perpetually through each of these regions in the water cycle consisting of the following transfer processes:
|
132 |
+
|
133 |
+
Most water vapor over the oceans returns to the oceans, but winds carry water vapor over land at the same rate as runoff into the sea, about 47 Tt per year. Over land, evaporation and transpiration contribute another 72 Tt per year. Precipitation, at a rate of 119 Tt per year over land, has several forms: most commonly rain, snow, and hail, with some contribution from fog and dew.[57] Dew is small drops of water that are condensed when a high density of water vapor meets a cool surface. Dew usually forms in the morning when the temperature is the lowest, just before sunrise and when the temperature of the earth's surface starts to increase.[58] Condensed water in the air may also refract sunlight to produce rainbows.
|
134 |
+
|
135 |
+
Water runoff often collects over watersheds flowing into rivers. A mathematical model used to simulate river or stream flow and calculate water quality parameters is a hydrological transport model. Some water is diverted to irrigation for agriculture. Rivers and seas offer opportunity for travel and commerce. Through erosion, runoff shapes the environment creating river valleys and deltas which provide rich soil and level ground for the establishment of population centers. A flood occurs when an area of land, usually low-lying, is covered with water. It is when a river overflows its banks or flood comes from the sea. A drought is an extended period of months or years when a region notes a deficiency in its water supply. This occurs when a region receives consistently below average precipitation.
|
136 |
+
|
137 |
+
Water occurs as both "stocks" and "flows." Water can be stored as lakes, water vapor, groundwater or "aquifers," and ice and snow. Of the total volume of global freshwater, an estimated 69 percent is stored in glaciers and permanent snow cover; 30 percent is in groundwater; and the remaining 1 percent in lakes, rivers, the atmosphere, and biota.[59] The length of time water remains in storage is highly variable: some aquifers consist of water stored over thousands of years but lake volumes may fluctuate on a seasonal basis, decreasing during dry periods and increasing during wet ones. A substantial fraction of the water supply for some regions consists of water extracted from water stored in stocks, and when withdrawals exceed recharge, stocks decrease. By some estimates, as much as 30 percent of total water used for irrigation comes from unsustainable withdrawals of groundwater, causing groundwater depletion.[60]
|
138 |
+
|
139 |
+
Sea water contains about 3.5% sodium chloride on average, plus smaller amounts of other substances. The physical properties of sea water differ from fresh water in some important respects. It freezes at a lower temperature (about −1.9 °C (28.6 °F)) and its density increases with decreasing temperature to the freezing point, instead of reaching maximum density at a temperature above freezing. The salinity of water in major seas varies from about 0.7% in the Baltic Sea to 4.0% in the Red Sea. (The Dead Sea, known for its ultra-high salinity levels of between 30–40%, is really a salt lake.)
|
140 |
+
|
141 |
+
Tides are the cyclic rising and falling of local sea levels caused by the tidal forces of the Moon and the Sun acting on the oceans. Tides cause changes in the depth of the marine and estuarine water bodies and produce oscillating currents known as tidal streams. The changing tide produced at a given location is the result of the changing positions of the Moon and Sun relative to the Earth coupled with the effects of Earth rotation and the local bathymetry. The strip of seashore that is submerged at high tide and exposed at low tide, the intertidal zone, is an important ecological product of ocean tides.
|
142 |
+
|
143 |
+
High tide
|
144 |
+
|
145 |
+
Low tide
|
146 |
+
|
147 |
+
From a biological standpoint, water has many distinct properties that are critical for the proliferation of life. It carries out this role by allowing organic compounds to react in ways that ultimately allow replication. All known forms of life depend on water. Water is vital both as a solvent in which many of the body's solutes dissolve and as an essential part of many metabolic processes within the body. Metabolism is the sum total of anabolism and catabolism. In anabolism, water is removed from molecules (through energy requiring enzymatic chemical reactions) in order to grow larger molecules (e.g., starches, triglycerides and proteins for storage of fuels and information). In catabolism, water is used to break bonds in order to generate smaller molecules (e.g., glucose, fatty acids and amino acids to be used for fuels for energy use or other purposes). Without water, these particular metabolic processes could not exist.
|
148 |
+
|
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+
Water is fundamental to photosynthesis and respiration. Photosynthetic cells use the sun's energy to split off water's hydrogen from oxygen.[citation needed] Hydrogen is combined with CO2 (absorbed from air or water) to form glucose and release oxygen.[citation needed] All living cells use such fuels and oxidize the hydrogen and carbon to capture the sun's energy and reform water and CO2 in the process (cellular respiration).
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Water is also central to acid-base neutrality and enzyme function. An acid, a hydrogen ion (H+, that is, a proton) donor, can be neutralized by a base, a proton acceptor such as a hydroxide ion (OH−) to form water. Water is considered to be neutral, with a pH (the negative log of the hydrogen ion concentration) of 7. Acids have pH values less than 7 while bases have values greater than 7.
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Earth surface waters are filled with life. The earliest life forms appeared in water; nearly all fish live exclusively in water, and there are many types of marine mammals, such as dolphins and whales. Some kinds of animals, such as amphibians, spend portions of their lives in water and portions on land. Plants such as kelp and algae grow in the water and are the basis for some underwater ecosystems. Plankton is generally the foundation of the ocean food chain.
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Aquatic vertebrates must obtain oxygen to survive, and they do so in various ways. Fish have gills instead of lungs, although some species of fish, such as the lungfish, have both. Marine mammals, such as dolphins, whales, otters, and seals need to surface periodically to breathe air. Some amphibians are able to absorb oxygen through their skin. Invertebrates exhibit a wide range of modifications to survive in poorly oxygenated waters including breathing tubes (see insect and mollusc siphons) and gills (Carcinus). However as invertebrate life evolved in an aquatic habitat most have little or no specialization for respiration in water.
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Some of the biodiversity of a coral reef
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Some marine diatoms – a key phytoplankton group
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Squat lobster and Alvinocarididae shrimp at the Von Damm hydrothermal field survive by altered water chemistry
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Civilization has historically flourished around rivers and major waterways; Mesopotamia, the so-called cradle of civilization, was situated between the major rivers Tigris and Euphrates; the ancient society of the Egyptians depended entirely upon the Nile. Rome was also founded on the banks of the Italian river Tiber. Large metropolises like Rotterdam, London, Montreal, Paris, New York City, Buenos Aires, Shanghai, Tokyo, Chicago, and Hong Kong owe their success in part to their easy accessibility via water and the resultant expansion of trade. Islands with safe water ports, like Singapore, have flourished for the same reason. In places such as North Africa and the Middle East, where water is more scarce, access to clean drinking water was and is a major factor in human development.
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Water fit for human consumption is called drinking water or potable water. Water that is not potable may be made potable by filtration or distillation, or by a range of other methods.
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Water that is not fit for drinking but is not harmful to humans when used for swimming or bathing is called by various names other than potable or drinking water, and is sometimes called safe water, or "safe for bathing". Chlorine is a skin and mucous membrane irritant that is used to make water safe for bathing or drinking. Its use is highly technical and is usually monitored by government regulations (typically 1 part per million (ppm) for drinking water, and 1–2 ppm of chlorine not yet reacted with impurities for bathing water). Water for bathing may be maintained in satisfactory microbiological condition using chemical disinfectants such as chlorine or ozone or by the use of ultraviolet light.
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In the US, non-potable forms of wastewater generated by humans may be referred to as grey water, which is treatable and thus easily able to be made potable again, and blackwater, which generally contains sewage and other forms of waste which require further treatment in order to be made reusable. Greywater composes 50–80% of residential wastewater generated by a household's sanitation equipment (sinks, showers and kitchen runoff, but not toilets, which generate blackwater.) These terms may have different meanings in other countries and cultures.
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This natural resource is becoming scarcer in certain places, and its availability is a major social and economic concern. Currently, about a billion people around the world routinely drink unhealthy water. In 2000, the United Nations established the Millennium Development Goals for water to halve by 2015 the proportion of people worldwide without access to safe water and sanitation. Progress toward that goal was uneven, and in 2015 the UN committed to the following targets set by the Sustainable Development Goals of achieving universal access to safe and affordable water and sanitation by 2030. Poor water quality and bad sanitation are deadly; some five million deaths a year are caused by water-related diseases. The World Health Organization estimates that safe water could prevent 1.4 million child deaths from diarrhoea each year.[61]
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Water is not an infinite resource (meaning the availability of water is limited), but rather re-circulated as potable water in precipitation.[62]
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In the developing world, 90% of all wastewater still goes untreated into local rivers and streams.[63] Some 50 countries, with roughly a third of the world's population, also suffer from medium or high water stress, and 17 of these extract more water annually than is recharged through their natural water cycles.[64] The strain not only affects surface freshwater bodies like rivers and lakes, but it also degrades groundwater resources.
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The most important use of water in agriculture is for irrigation, which is a key component to produce enough food. Irrigation takes up to 90% of water withdrawn in some developing countries[66] and significant proportions in more economically developed countries (in the United States, 42% of freshwater withdrawn for use is for irrigation).[67]
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Fifty years ago, the common perception was that water was an infinite resource. At the time, there were fewer than half the current number of people on the planet. People were not as wealthy as today, consumed fewer calories and ate less meat, so less water was needed to produce their food. They required a third of the volume of water we presently take from rivers. Today, the competition for the fixed amount of water resources is much more intense, giving rise to the concept of peak water.[68] This is because there are now nearly eight billion people on the planet, their consumption of water-thirsty meat and vegetables is rising, and there is increasing competition for water from industry, urbanization and biofuel crops. In future, even more, water will be needed to produce food because the Earth's population is forecast to rise to 9 billion by 2050.[69]
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An assessment of water management in agriculture was conducted in 2007 by the International Water Management Institute in Sri Lanka to see if the world had sufficient water to provide food for its growing population.[70] It assessed the current availability of water for agriculture on a global scale and mapped out locations suffering from water scarcity. It found that a fifth of the world's people, more than 1.2 billion, live in areas of physical water scarcity, where there is not enough water to meet all demands. A further 1.6 billion people live in areas experiencing economic water scarcity, where the lack of investment in water or insufficient human capacity make it impossible for authorities to satisfy the demand for water. The report found that it would be possible to produce the food required in future, but that continuation of today's food production and environmental trends would lead to crises in many parts of the world. To avoid a global water crisis, farmers will have to strive to increase productivity to meet growing demands for food, while industry and cities find ways to use water more efficiently.[71]
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Water scarcity is also caused by production of cotton: 1 kg of cotton—equivalent of a pair of jeans—requires 10.9 cubic meters (380 cu ft) water to produce. While cotton accounts for 2.4% of world water use, the water is consumed in regions which are already at a risk of water shortage. Significant environmental damage has been caused, such as disappearance of the Aral Sea.[72]
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Water requirement per tonne of food product
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Water distribution in subsurface drip irrigation
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Irrigation of field crops
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On 7 April 1795, the gram was defined in France to be equal to "the absolute weight of a volume of pure water equal to a cube of one hundredth of a meter, and at the temperature of melting ice".[73] For practical purposes though, a metallic reference standard was required, one thousand times more massive, the kilogram. Work was therefore commissioned to determine precisely the mass of one liter of water. In spite of the fact that the decreed definition of the gram specified water at 0 °C (32 °F)—a highly reproducible temperature—the scientists chose to redefine the standard and to perform their measurements at the temperature of highest water density, which was measured at the time as 4 °C (39 °F).[74]
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The Kelvin temperature scale of the SI system was based on the triple point of water, defined as exactly 273.16 K (0.01 °C; 32.02 °F), but as of May 2019 is based on the Boltzmann constant instead. The scale is an absolute temperature scale with the same increment as the Celsius temperature scale, which was originally defined according to the boiling point (set to 100 °C (212 °F)) and melting point (set to 0 °C (32 °F)) of water.
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Natural water consists mainly of the isotopes hydrogen-1 and oxygen-16, but there is also a small quantity of heavier isotopes oxygen-18, oxygen-17, and hydrogen-2 (deuterium). The percentage of the heavier isotopes is very small, but it still affects the properties of water. Water from rivers and lakes tends to contain less heavy isotopes than seawater. Therefore, standard water is defined in the Vienna Standard Mean Ocean Water specification.
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The human body contains from 55% to 78% water, depending on body size.[75] To function properly, the body requires between one and seven liters (0.22 and 1.54 imp gal; 0.26 and 1.85 U.S. gal)[citation needed] of water per day to avoid dehydration; the precise amount depends on the level of activity, temperature, humidity, and other factors. Most of this is ingested through foods or beverages other than drinking straight water. It is not clear how much water intake is needed by healthy people, though the British Dietetic Association advises that 2.5 liters of total water daily is the minimum to maintain proper hydration, including 1.8 liters (6 to 7 glasses) obtained directly from beverages.[76] Medical literature favors a lower consumption, typically 1 liter of water for an average male, excluding extra requirements due to fluid loss from exercise or warm weather.[77]
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Healthy kidneys can excrete 0.8 to 1 liter of water per hour, but stress such as exercise can reduce this amount. People can drink far more water than necessary while exercising, putting them at risk of water intoxication (hyperhydration), which can be fatal.[78][79] The popular claim that "a person should consume eight glasses of water per day" seems to have no real basis in science.[80] Studies have shown that extra water intake, especially up to 500 milliliters (18 imp fl oz; 17 U.S. fl oz) at mealtime was conducive to weight loss.[81][82][83][84][85][86] Adequate fluid intake is helpful in preventing constipation.[87]
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An original recommendation for water intake in 1945 by the Food and Nutrition Board of the United States National Research Council read: "An ordinary standard for diverse persons is 1 milliliter for each calorie of food. Most of this quantity is contained in prepared foods."[88] The latest dietary reference intake report by the United States National Research Council in general recommended, based on the median total water intake from US survey data (including food sources): 3.7 liters (0.81 imp gal; 0.98 U.S. gal) for men and 2.7 liters (0.59 imp gal; 0.71 U.S. gal) of water total for women, noting that water contained in food provided approximately 19% of total water intake in the survey.[89]
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Specifically, pregnant and breastfeeding women need additional fluids to stay hydrated. The Institute of Medicine (US) recommends that, on average, men consume 3 liters (0.66 imp gal; 0.79 U.S. gal) and women 2.2 liters (0.48 imp gal; 0.58 U.S. gal); pregnant women should increase intake to 2.4 liters (0.53 imp gal; 0.63 U.S. gal) and breastfeeding women should get 3 liters (12 cups), since an especially large amount of fluid is lost during nursing.[90] Also noted is that normally, about 20% of water intake comes from food, while the rest comes from drinking water and beverages (caffeinated included). Water is excreted from the body in multiple forms; through urine and feces, through sweating, and by exhalation of water vapor in the breath. With physical exertion and heat exposure, water loss will increase and daily fluid needs may increase as well.
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Humans require water with few impurities. Common impurities include metal salts and oxides, including copper, iron, calcium and lead,[91] and/or harmful bacteria, such as Vibrio. Some solutes are acceptable and even desirable for taste enhancement and to provide needed electrolytes.[92]
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The single largest (by volume) freshwater resource suitable for drinking is Lake Baikal in Siberia.[93]
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The propensity of water to form solutions and emulsions is useful in various washing processes. Washing is also an important component of several aspects of personal body hygiene. Most of personal water use is due to showering, doing the laundry and dishwashing, reaching hundreds of liters per day per person in developed countries.
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The use of water for transportation of materials through rivers and canals as well as the international shipping lanes is an important part of the world economy.
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Water is widely used in chemical reactions as a solvent or reactant and less commonly as a solute or catalyst. In inorganic reactions, water is a common solvent, dissolving many ionic compounds, as well as other polar compounds such as ammonia and compounds closely related to water. In organic reactions, it is not usually used as a reaction solvent, because it does not dissolve the reactants well and is amphoteric (acidic and basic) and nucleophilic. Nevertheless, these properties are sometimes desirable. Also, acceleration of Diels-Alder reactions by water has been observed. Supercritical water has recently been a topic of research. Oxygen-saturated supercritical water combusts organic pollutants efficiently. Water vapor is used for some processes in the chemical industry. An example is the production of acrylic acid from acrolein, propylene and propane.[94][95][96][97] The possible effect of water in these reactions includes the physical-, chemical interaction of water with the catalyst and the chemical reaction of water with the reaction intermediates.
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Water and steam are a common fluid used for heat exchange, due to its availability and high heat capacity, both for cooling and heating. Cool water may even be naturally available from a lake or the sea. It's especially effective to transport heat through vaporization and condensation of water because of its large latent heat of vaporization. A disadvantage is that metals commonly found in industries such as steel and copper are oxidized faster by untreated water and steam. In almost all thermal power stations, water is used as the working fluid (used in a closed loop between boiler, steam turbine and condenser), and the coolant (used to exchange the waste heat to a water body or carry it away by evaporation in a cooling tower). In the United States, cooling power plants is the largest use of water.[98]
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In the nuclear power industry, water can also be used as a neutron moderator. In most nuclear reactors, water is both a coolant and a moderator. This provides something of a passive safety measure, as removing the water from the reactor also slows the nuclear reaction down. However other methods are favored for stopping a reaction and it is preferred to keep the nuclear core covered with water so as to ensure adequate cooling.
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Water has a high heat of vaporization and is relatively inert, which makes it a good fire extinguishing fluid. The evaporation of water carries heat away from the fire. It is dangerous to use water on fires involving oils and organic solvents, because many organic materials float on water and the water tends to spread the burning liquid.
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Use of water in fire fighting should also take into account the hazards of a steam explosion, which may occur when water is used on very hot fires in confined spaces, and of a hydrogen explosion, when substances which react with water, such as certain metals or hot carbon such as coal, charcoal, or coke graphite, decompose the water, producing water gas.
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The power of such explosions was seen in the Chernobyl disaster, although the water involved did not come from fire-fighting at that time but the reactor's own water cooling system. A steam explosion occurred when the extreme overheating of the core caused water to flash into steam. A hydrogen explosion may have occurred as a result of reaction between steam and hot zirconium.
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Some metallic oxides, most notably those of alkali metals and alkaline earth metals, produce so much heat on reaction with water that a fire hazard can develop. The alkaline earth oxide quicklime is a mass-produced substance which is often transported in paper bags. If these are soaked through, they may ignite as their contents react with water.[99]
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Humans use water for many recreational purposes, as well as for exercising and for sports. Some of these include swimming, waterskiing, boating, surfing and diving. In addition, some sports, like ice hockey and ice skating, are played on ice. Lakesides, beaches and water parks are popular places for people to go to relax and enjoy recreation. Many find the sound and appearance of flowing water to be calming, and fountains and other water features are popular decorations. Some keep fish and other life in aquariums or ponds for show, fun, and companionship. Humans also use water for snow sports i.e. skiing, sledding, snowmobiling or snowboarding, which require the water to be frozen.
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The water industry provides drinking water and wastewater services (including sewage treatment) to households and industry. Water supply facilities include water wells, cisterns for rainwater harvesting, water supply networks, and water purification facilities, water tanks, water towers, water pipes including old aqueducts. Atmospheric water generators are in development.
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Drinking water is often collected at springs, extracted from artificial borings (wells) in the ground, or pumped from lakes and rivers. Building more wells in adequate places is thus a possible way to produce more water, assuming the aquifers can supply an adequate flow. Other water sources include rainwater collection. Water may require purification for human consumption. This may involve removal of undissolved substances, dissolved substances and harmful microbes. Popular methods are filtering with sand which only removes undissolved material, while chlorination and boiling kill harmful microbes. Distillation does all three functions. More advanced techniques exist, such as reverse osmosis. Desalination of abundant seawater is a more expensive solution used in coastal arid climates.
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The distribution of drinking water is done through municipal water systems, tanker delivery or as bottled water. Governments in many countries have programs to distribute water to the needy at no charge.
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Reducing usage by using drinking (potable) water only for human consumption is another option. In some cities such as Hong Kong, sea water is extensively used for flushing toilets citywide in order to conserve fresh water resources.
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Polluting water may be the biggest single misuse of water; to the extent that a pollutant limits other uses of the water, it becomes a waste of the resource, regardless of benefits to the polluter. Like other types of pollution, this does not enter standard accounting of market costs, being conceived as externalities for which the market cannot account. Thus other people pay the price of water pollution, while the private firms' profits are not redistributed to the local population, victims of this pollution. Pharmaceuticals consumed by humans often end up in the waterways and can have detrimental effects on aquatic life if they bioaccumulate and if they are not biodegradable.
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Municipal and industrial wastewater are typically treated at wastewater treatment plants. Mitigation of polluted surface runoff is addressed through a variety of prevention and treatment techniques. (See Surface runoff#Mitigation and treatment.)
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A water-carrier in India, 1882. In many places where running water is not available, water has to be transported by people.
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A manual water pump in China
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Water purification facility
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Reverse osmosis (RO) desalination plant in Barcelona, Spain
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Many industrial processes rely on reactions using chemicals dissolved in water, suspension of solids in water slurries or using water to dissolve and extract substances, or to wash products or process equipment. Processes such as mining, chemical pulping, pulp bleaching, paper manufacturing, textile production, dyeing, printing, and cooling of power plants use large amounts of water, requiring a dedicated water source, and often cause significant water pollution.
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Water is used in power generation. Hydroelectricity is electricity obtained from hydropower. Hydroelectric power comes from water driving a water turbine connected to a generator. Hydroelectricity is a low-cost, non-polluting, renewable energy source. The energy is supplied by the motion of water. Typically a dam is constructed on a river, creating an artificial lake behind it. Water flowing out of the lake is forced through turbines that turn generators.
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Pressurized water is used in water blasting and water jet cutters. Also, very high pressure water guns are used for precise cutting. It works very well, is relatively safe, and is not harmful to the environment. It is also used in the cooling of machinery to prevent overheating, or prevent saw blades from overheating.
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Water is also used in many industrial processes and machines, such as the steam turbine and heat exchanger, in addition to its use as a chemical solvent. Discharge of untreated water from industrial uses is pollution. Pollution includes discharged solutes (chemical pollution) and discharged coolant water (thermal pollution). Industry requires pure water for many applications and utilizes a variety of purification techniques both in water supply and discharge.
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Boiling, steaming, and simmering are popular cooking methods that often require immersing food in water or its gaseous state, steam.[100] Water is also used for dishwashing. Water also plays many critical roles within the field of food science.
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Solutes such as salts and sugars found in water affect the physical properties of water. The boiling and freezing points of water are affected by solutes, as well as air pressure, which is in turn affected by altitude. Water boils at lower temperatures with the lower air pressure that occurs at higher elevations. One mole of sucrose (sugar) per kilogram of water raises the boiling point of water by 0.51 °C (0.918 °F), and one mole of salt per kg raises the boiling point by 1.02 °C (1.836 °F); similarly, increasing the number of dissolved particles lowers water's freezing point.[101]
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Solutes in water also affect water activity that affects many chemical reactions and the growth of microbes in food.[102] Water activity can be described as a ratio of the vapor pressure of water in a solution to the vapor pressure of pure water.[101] Solutes in water lower water activity—this is important to know because most bacterial growth ceases at low levels of water activity.[102] Not only does microbial growth affect the safety of food, but also the preservation and shelf life of food.
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Water hardness is also a critical factor in food processing and may be altered or treated by using a chemical ion exchange system. It can dramatically affect the quality of a product, as well as playing a role in sanitation. Water hardness is classified based on concentration of calcium carbonate the water contains. Water is classified as soft if it contains less than 100 mg/l (UK)[103] or less than 60 mg/l (US).[104]
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According to a report published by the Water Footprint organization in 2010, a single kilogram of beef requires 15 thousand liters (3.3×10^3 imp gal; 4.0×10^3 U.S. gal) of water; however, the authors also make clear that this is a global average and circumstantial factors determine the amount of water used in beef production.[105]
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Water for injection is on the World Health Organization's list of essential medicines.[106]
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Much of the universe's water is produced as a byproduct of star formation. The formation of stars is accompanied by a strong outward wind of gas and dust. When this outflow of material eventually impacts the surrounding gas, the shock waves that are created compress and heat the gas. The water observed is quickly produced in this warm dense gas.[108]
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On 22 July 2011, a report described the discovery of a gigantic cloud of water vapor containing "140 trillion times more water than all of Earth's oceans combined" around a quasar located 12 billion light years from Earth. According to the researchers, the "discovery shows that water has been prevalent in the universe for nearly its entire existence".[109][110]
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Water has been detected in interstellar clouds within our galaxy, the Milky Way.[111] Water probably exists in abundance in other galaxies, too, because its components, hydrogen and oxygen, are among the most abundant elements in the universe. Based on models of the formation and evolution of the Solar System and that of other star systems, most other planetary systems are likely to have similar ingredients.
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Water is present as vapor in:
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Liquid water is present on Earth, covering 71% of its surface.[1] Liquid water is also occasionally present in small amounts on Mars.[132] Scientists believe liquid water is present in the Saturnian moons of Enceladus, as a 10-kilometre thick ocean approximately 30–40 kilometres below Enceladus' south polar surface,[133][134] and Titan, as a subsurface layer, possibly mixed with ammonia.[135] Jupiter's moon Europa has surface characteristics which suggest a subsurface liquid water ocean.[136] Liquid water may also exist on Jupiter's moon Ganymede as a layer sandwiched between high pressure ice and rock.[137]
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Water is present as ice on:
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And is also likely present on:
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Water and other volatiles probably comprise much of the internal structures of Uranus and Neptune and the water in the deeper layers may be in the form of ionic water in which the molecules break down into a soup of hydrogen and oxygen ions, and deeper still as superionic water in which the oxygen crystallises but the hydrogen ions float about freely within the oxygen lattice.[156]
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The existence of liquid water, and to a lesser extent its gaseous and solid forms, on Earth are vital to the existence of life on Earth as we know it. The Earth is located in the habitable zone of the Solar System; if it were slightly closer to or farther from the Sun (about 5%, or about 8 million kilometers), the conditions which allow the three forms to be present simultaneously would be far less likely to exist.[157][158]
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Earth's gravity allows it to hold an atmosphere. Water vapor and carbon dioxide in the atmosphere provide a temperature buffer (greenhouse effect) which helps maintain a relatively steady surface temperature. If Earth were smaller, a thinner atmosphere would allow temperature extremes, thus preventing the accumulation of water except in polar ice caps (as on Mars).[citation needed]
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The surface temperature of Earth has been relatively constant through geologic time despite varying levels of incoming solar radiation (insolation), indicating that a dynamic process governs Earth's temperature via a combination of greenhouse gases and surface or atmospheric albedo. This proposal is known as the Gaia hypothesis.[citation needed]
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The state of water on a planet depends on ambient pressure, which is determined by the planet's gravity. If a planet is sufficiently massive, the water on it may be solid even at high temperatures, because of the high pressure caused by gravity, as it was observed on exoplanets Gliese 436 b[159] and GJ 1214 b.[160]
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Water politics is politics affected by water and water resources. For this reason, water is a strategic resource in the globe and an important element in many political conflicts. It causes health impacts and damage to biodiversity.
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Access to safe drinking water has improved over the last decades in almost every part of the world, but approximately one billion people still lack access to safe water and over 2.5 billion lack access to adequate sanitation.[161] However, some observers have estimated that by 2025 more than half of the world population will be facing water-based vulnerability.[162] A report, issued in November 2009, suggests that by 2030, in some developing regions of the world, water demand will exceed supply by 50%.[163]
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1.6 billion people have gained access to a safe water source since 1990.[164] The proportion of people in developing countries with access to safe water is calculated to have improved from 30% in 1970[165] to 71% in 1990, 79% in 2000 and 84% in 2004.[161]
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A 2006 United Nations report stated that "there is enough water for everyone", but that access to it is hampered by mismanagement and corruption.[166] In addition, global initiatives to improve the efficiency of aid delivery, such as the Paris Declaration on Aid Effectiveness, have not been taken up by water sector donors as effectively as they have in education and health, potentially leaving multiple donors working on overlapping projects and recipient governments without empowerment to act.[167]
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The authors of the 2007 Comprehensive Assessment of Water Management in Agriculture cited poor governance as one reason for some forms of water scarcity. Water governance is the set of formal and informal processes through which decisions related to water management are made. Good water governance is primarily about knowing what processes work best in a particular physical and socioeconomic context. Mistakes have sometimes been made by trying to apply 'blueprints' that work in the developed world to developing world locations and contexts. The Mekong river is one example; a review by the International Water Management Institute of policies in six countries that rely on the Mekong river for water found that thorough and transparent cost-benefit analyses and environmental impact assessments were rarely undertaken. They also discovered that Cambodia's draft water law was much more complex than it needed to be.[168]
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The UN World Water Development Report (WWDR, 2003) from the World Water Assessment Program indicates that, in the next 20 years, the quantity of water available to everyone is predicted to decrease by 30%. 40% of the world's inhabitants currently have insufficient fresh water for minimal hygiene. More than 2.2 million people died in 2000 from waterborne diseases (related to the consumption of contaminated water) or drought. In 2004, the UK charity WaterAid reported that a child dies every 15 seconds from easily preventable water-related diseases; often this means lack of sewage disposal.[citation needed]
|
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|
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Organizations concerned with water protection include the International Water Association (IWA), WaterAid, Water 1st, and the American Water Resources Association. The International Water Management Institute undertakes projects with the aim of using effective water management to reduce poverty. Water related conventions are United Nations Convention to Combat Desertification (UNCCD), International Convention for the Prevention of Pollution from Ships, United Nations Convention on the Law of the Sea and Ramsar Convention. World Day for Water takes place on 22 March and World Oceans Day on 8 June.[citation needed]
|
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+
|
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Water is considered a purifier in most religions. Faiths that incorporate ritual washing (ablution) include Christianity, Hinduism, Islam, Judaism, the Rastafari movement, Shinto, Taoism, and Wicca. Immersion (or aspersion or affusion) of a person in water is a central sacrament of Christianity (where it is called baptism); it is also a part of the practice of other religions, including Islam (Ghusl), Judaism (mikvah) and Sikhism (Amrit Sanskar). In addition, a ritual bath in pure water is performed for the dead in many religions including Islam and Judaism. In Islam, the five daily prayers can be done in most cases after completing washing certain parts of the body using clean water (wudu), unless water is unavailable (see Tayammum). In Shinto, water is used in almost all rituals to cleanse a person or an area (e.g., in the ritual of misogi).
|
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|
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+
In Christianity, holy water is water that has been sanctified by a priest for the purpose of baptism, the blessing of persons, places, and objects, or as a means of repelling evil.[169][170]
|
310 |
+
|
311 |
+
In Zoroastrianism, water (āb) is respected as the source of life.[171]
|
312 |
+
|
313 |
+
The Ancient Greek philosopher Empedocles held that water is one of the four classical elements along with fire, earth and air, and was regarded as the ylem, or basic substance of the universe. Thales, who was portrayed by Aristotle as an astronomer and an engineer, theorized that the earth, which is denser than water, emerged from the water. Thales, a monist, believed further that all things are made from water. Plato believed the shape of water is an icosahedron which accounts for why it is able to flow easily compared to the cube-shaped earth.[172]
|
314 |
+
|
315 |
+
In the theory of the four bodily humors, water was associated with phlegm, as being cold and moist. The classical element of water was also one of the five elements in traditional Chinese philosophy, along with earth, fire, wood, and metal.
|
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+
|
317 |
+
Water is also taken as a role model in some parts of traditional and popular Asian philosophy. James Legge's 1891 translation of the Dao De Jing states, "The highest excellence is like (that of) water. The excellence of water appears in its benefiting all things, and in its occupying, without striving (to the contrary), the low place which all men dislike. Hence (its way) is near to (that of) the Tao" and "There is nothing in the world more soft and weak than water, and yet for attacking things that are firm and strong there is nothing that can take precedence of it—for there is nothing (so effectual) for which it can be changed."[173] Guanzi in the "Shui di" 水地 chapter further elaborates on the symbolism of water, proclaiming that "man is water" and attributing natural qualities of the people of different Chinese regions to the character of local water resources.[174]
|
318 |
+
|
319 |
+
Water's technically correct but rarely used chemical name, "dihydrogen monoxide", has been used in a series of hoaxes and pranks that mock scientific illiteracy. This began in 1983, when an April Fools' Day article appeared in a newspaper in Durand, Michigan. The false story consisted of safety concerns about the substance.[175]
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1 |
+
|
2 |
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|
3 |
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Chemistry is the scientific discipline involved with elements and compounds composed of atoms, molecules and ions: their composition, structure, properties, behavior and the changes they undergo during a reaction with other substances.[1][2]
|
4 |
+
|
5 |
+
In the scope of its subject, chemistry occupies an intermediate position between physics and biology.[3] It is sometimes called the central science because it provides a foundation for understanding both basic and applied scientific disciplines at a fundamental level.[4] For example, chemistry explains aspects of plant chemistry (botany), the formation of igneous rocks (geology), how atmospheric ozone is formed and how environmental pollutants are degraded (ecology), the properties of the soil on the moon (astrophysics), how medications work (pharmacology), and how to collect DNA evidence at a crime scene (forensics).
|
6 |
+
|
7 |
+
Chemistry addresses topics such as how atoms and molecules interact via chemical bonds to form new chemical compounds. There are four types of chemical bonds: covalent bonds, in which compounds share one or more electron(s); ionic bonds, in which a compound donates one or more electrons to another compound to produce ions (cations and anions); hydrogen bonds; and Van der Waals force bonds.
|
8 |
+
|
9 |
+
The word chemistry comes from alchemy, which referred to an earlier set of practices that encompassed elements of chemistry, metallurgy, philosophy, astrology, astronomy, mysticism and medicine. It is often seen as linked to the quest to turn lead or another common starting material into gold,[5] though in ancient times, the study encompassed many of the questions of modern chemistry being defined as the study of the composition of waters, movement, growth, embodying, disembodying, drawing the spirits from bodies and bonding the spirits within bodies by the early 4th century Greek-Egyptian alchemist Zosimos.[6] An alchemist was called a 'chemist' in popular speech, and later the suffix "-ry" was added to this to describe the art of the chemist as "chemistry".
|
10 |
+
|
11 |
+
The modern word alchemy in turn is derived from the Arabic word al-kīmīā (الكیمیاء). In origin, the term is borrowed from the Greek χημία or χημεία.[7][8] This may have Egyptian origins since al-kīmīā is derived from the Greek χημία, which is in turn derived from the word Kemet, which is the ancient name of Egypt in the Egyptian language.[7] Alternately, al-kīmīā may derive from χημεία, meaning "cast together".[9]
|
12 |
+
|
13 |
+
The current model of atomic structure is the quantum mechanical model.[10] Traditional chemistry starts with the study of elementary particles, atoms, molecules,[11] substances, metals, crystals and other aggregates of matter. Matter can be studied in solid, liquid, gas and plasma states, in isolation or in combination. The interactions, reactions and transformations that are studied in chemistry are usually the result of interactions between atoms, leading to rearrangements of the chemical bonds which hold atoms together. Such behaviors are studied in a chemistry laboratory.
|
14 |
+
|
15 |
+
The chemistry laboratory stereotypically uses various forms of laboratory glassware. However glassware is not central to chemistry, and a great deal of experimental (as well as applied/industrial) chemistry is done without it.
|
16 |
+
|
17 |
+
A chemical reaction is a transformation of some substances into one or more different substances.[12] The basis of such a chemical transformation is the rearrangement of electrons in the chemical bonds between atoms. It can be symbolically depicted through a chemical equation, which usually involves atoms as subjects. The number of atoms on the left and the right in the equation for a chemical transformation is equal. (When the number of atoms on either side is unequal, the transformation is referred to as a nuclear reaction or radioactive decay.) The type of chemical reactions a substance may undergo and the energy changes that may accompany it are constrained by certain basic rules, known as chemical laws.
|
18 |
+
|
19 |
+
Energy and entropy considerations are invariably important in almost all chemical studies. Chemical substances are classified in terms of their structure, phase, as well as their chemical compositions. They can be analyzed using the tools of chemical analysis, e.g. spectroscopy and chromatography. Scientists engaged in chemical research are known as chemists.[13] Most chemists specialize in one or more sub-disciplines. Several concepts are essential for the study of chemistry; some of them are:[14]
|
20 |
+
|
21 |
+
In chemistry, matter is defined as anything that has rest mass and volume (it takes up space) and is made up of particles. The particles that make up matter have rest mass as well – not all particles have rest mass, such as the photon. Matter can be a pure chemical substance or a mixture of substances.[15]
|
22 |
+
|
23 |
+
The atom is the basic unit of chemistry. It consists of a dense core called the atomic nucleus surrounded by a space occupied by an electron cloud. The nucleus is made up of positively charged protons and uncharged neutrons (together called nucleons), while the electron cloud consists of negatively charged electrons which orbit the nucleus. In a neutral atom, the negatively charged electrons balance out the positive charge of the protons. The nucleus is dense; the mass of a nucleon is approximately 1,836 times that of an electron, yet the radius of an atom is about 10,000 times that of its nucleus.[16][17]
|
24 |
+
|
25 |
+
The atom is also the smallest entity that can be envisaged to retain the chemical properties of the element, such as electronegativity, ionization potential, preferred oxidation state(s), coordination number, and preferred types of bonds to form (e.g., metallic, ionic, covalent).
|
26 |
+
|
27 |
+
A chemical element is a pure substance which is composed of a single type of atom, characterized by its particular number of protons in the nuclei of its atoms, known as the atomic number and represented by the symbol Z. The mass number is the sum of the number of protons and neutrons in a nucleus. Although all the nuclei of all atoms belonging to one element will have the same atomic number, they may not necessarily have the same mass number; atoms of an element which have different mass numbers are known as isotopes. For example, all atoms with 6 protons in their nuclei are atoms of the chemical element carbon, but atoms of carbon may have mass numbers of 12 or 13.[17]
|
28 |
+
|
29 |
+
The standard presentation of the chemical elements is in the periodic table, which orders elements by atomic number. The periodic table is arranged in groups, or columns, and periods, or rows. The periodic table is useful in identifying periodic trends.[18]
|
30 |
+
|
31 |
+
A compound is a pure chemical substance composed of more than one element. The properties of a compound bear little similarity to those of its elements.[19] The standard nomenclature of compounds is set by the International Union of Pure and Applied Chemistry (IUPAC). Organic compounds are named according to the organic nomenclature system.[20] The names for inorganic compounds are created according to the inorganic nomenclature system. When a compound has more than one component, then they are divided into two classes, the electropositive and the electronegative components.[21] In addition the Chemical Abstracts Service has devised a method to index chemical substances. In this scheme each chemical substance is identifiable by a number known as its CAS registry number.
|
32 |
+
|
33 |
+
A molecule is the smallest indivisible portion of a pure chemical substance that has its unique set of chemical properties, that is, its potential to undergo a certain set of chemical reactions with other substances. However, this definition only works well for substances that are composed of molecules, which is not true of many substances (see below). Molecules are typically a set of atoms bound together by covalent bonds, such that the structure is electrically neutral and all valence electrons are paired with other electrons either in bonds or in lone pairs.
|
34 |
+
|
35 |
+
Thus, molecules exist as electrically neutral units, unlike ions. When this rule is broken, giving the "molecule" a charge, the result is sometimes named a molecular ion or a polyatomic ion. However, the discrete and separate nature of the molecular concept usually requires that molecular ions be present only in well-separated form, such as a directed beam in a vacuum in a mass spectrometer. Charged polyatomic collections residing in solids (for example, common sulfate or nitrate ions) are generally not considered "molecules" in chemistry. Some molecules contain one or more unpaired electrons, creating radicals. Most radicals are comparatively reactive, but some, such as nitric oxide (NO) can be stable.
|
36 |
+
|
37 |
+
The "inert" or noble gas elements (helium, neon, argon, krypton, xenon and radon) are composed of lone atoms as their smallest discrete unit, but the other isolated chemical elements consist of either molecules or networks of atoms bonded to each other in some way. Identifiable molecules compose familiar substances such as water, air, and many organic compounds like alcohol, sugar, gasoline, and the various pharmaceuticals.
|
38 |
+
|
39 |
+
However, not all substances or chemical compounds consist of discrete molecules, and indeed most of the solid substances that make up the solid crust, mantle, and core of the Earth are chemical compounds without molecules. These other types of substances, such as ionic compounds and network solids, are organized in such a way as to lack the existence of identifiable molecules per se. Instead, these substances are discussed in terms of formula units or unit cells as the smallest repeating structure within the substance. Examples of such substances are mineral salts (such as table salt), solids like carbon and diamond, metals, and familiar silica and silicate minerals such as quartz and granite.
|
40 |
+
|
41 |
+
One of the main characteristics of a molecule is its geometry often called its structure. While the structure of diatomic, triatomic or tetra-atomic molecules may be trivial, (linear, angular pyramidal etc.) the structure of polyatomic molecules, that are constituted of more than six atoms (of several elements) can be crucial for its chemical nature.
|
42 |
+
|
43 |
+
A chemical substance is a kind of matter with a definite composition and set of properties.[22] A collection of substances is called a mixture. Examples of mixtures are air and alloys.[23]
|
44 |
+
|
45 |
+
The mole is a unit of measurement that denotes an amount of substance (also called chemical amount). The mole is defined as the number of atoms found in exactly 0.012 kilogram (or 12 grams) of carbon-12, where the carbon-12 atoms are unbound, at rest and in their ground state.[24] The number of entities per mole is known as the Avogadro constant, and is determined empirically to be approximately 6.022×1023 mol−1.[25] Molar concentration is the amount of a particular substance per volume of solution, and is commonly reported in mol/dm3.[26]
|
46 |
+
|
47 |
+
In addition to the specific chemical properties that distinguish different chemical classifications, chemicals can exist in several phases. For the most part, the chemical classifications are independent of these bulk phase classifications; however, some more exotic phases are incompatible with certain chemical properties. A phase is a set of states of a chemical system that have similar bulk structural properties, over a range of conditions, such as pressure or temperature.
|
48 |
+
|
49 |
+
Physical properties, such as density and refractive index tend to fall within values characteristic of the phase. The phase of matter is defined by the phase transition, which is when energy put into or taken out of the system goes into rearranging the structure of the system, instead of changing the bulk conditions.
|
50 |
+
|
51 |
+
Sometimes the distinction between phases can be continuous instead of having a discrete boundary' in this case the matter is considered to be in a supercritical state. When three states meet based on the conditions, it is known as a triple point and since this is invariant, it is a convenient way to define a set of conditions.
|
52 |
+
|
53 |
+
The most familiar examples of phases are solids, liquids, and gases. Many substances exhibit multiple solid phases. For example, there are three phases of solid iron (alpha, gamma, and delta) that vary based on temperature and pressure. A principal difference between solid phases is the crystal structure, or arrangement, of the atoms. Another phase commonly encountered in the study of chemistry is the aqueous phase, which is the state of substances dissolved in aqueous solution (that is, in water).
|
54 |
+
|
55 |
+
Less familiar phases include plasmas, Bose–Einstein condensates and fermionic condensates and the paramagnetic and ferromagnetic phases of magnetic materials. While most familiar phases deal with three-dimensional systems, it is also possible to define analogs in two-dimensional systems, which has received attention for its relevance to systems in biology.
|
56 |
+
|
57 |
+
Atoms sticking together in molecules or crystals are said to be bonded with one another. A chemical bond may be visualized as the multipole balance between the positive charges in the nuclei and the negative charges oscillating about them.[27] More than simple attraction and repulsion, the energies and distributions characterize the availability of an electron to bond to another atom.
|
58 |
+
|
59 |
+
A chemical bond can be a covalent bond, an ionic bond, a hydrogen bond or just because of Van der Waals force. Each of these kinds of bonds is ascribed to some potential. These potentials create the interactions which hold atoms together in molecules or crystals. In many simple compounds, valence bond theory, the Valence Shell Electron Pair Repulsion model (VSEPR), and the concept of oxidation number can be used to explain molecular structure and composition.
|
60 |
+
|
61 |
+
An ionic bond is formed when a metal loses one or more of its electrons, becoming a positively charged cation, and the electrons are then gained by the non-metal atom, becoming a negatively charged anion. The two oppositely charged ions attract one another, and the ionic bond is the electrostatic force of attraction between them. For example, sodium (Na), a metal, loses one electron to become an Na+ cation while chlorine (Cl), a non-metal, gains this electron to become Cl−. The ions are held together due to electrostatic attraction, and that compound sodium chloride (NaCl), or common table salt, is formed.
|
62 |
+
|
63 |
+
In a covalent bond, one or more pairs of valence electrons are shared by two atoms: the resulting electrically neutral group of bonded atoms is termed a molecule. Atoms will share valence electrons in such a way as to create a noble gas electron configuration (eight electrons in their outermost shell) for each atom. Atoms that tend to combine in such a way that they each have eight electrons in their valence shell are said to follow the octet rule. However, some elements like hydrogen and lithium need only two electrons in their outermost shell to attain this stable configuration; these atoms are said to follow the duet rule, and in this way they are reaching the electron configuration of the noble gas helium, which has two electrons in its outer shell.
|
64 |
+
|
65 |
+
Similarly, theories from classical physics can be used to predict many ionic structures. With more complicated compounds, such as metal complexes, valence bond theory is less applicable and alternative approaches, such as the molecular orbital theory, are generally used. See diagram on electronic orbitals.
|
66 |
+
|
67 |
+
In the context of chemistry, energy is an attribute of a substance as a consequence of its atomic, molecular or aggregate structure. Since a chemical transformation is accompanied by a change in one or more of these kinds of structures, it is invariably accompanied by an increase or decrease of energy of the substances involved. Some energy is transferred between the surroundings and the reactants of the reaction in the form of heat or light; thus the products of a reaction may have more or less energy than the reactants.
|
68 |
+
|
69 |
+
A reaction is said to be exergonic if the final state is lower on the energy scale than the initial state; in the case of endergonic reactions the situation is the reverse. A reaction is said to be exothermic if the reaction releases heat to the surroundings; in the case of endothermic reactions, the reaction absorbs heat from the surroundings.
|
70 |
+
|
71 |
+
Chemical reactions are invariably not possible unless the reactants surmount an energy barrier known as the activation energy. The speed of a chemical reaction (at given temperature T) is related to the activation energy E, by the Boltzmann's population factor
|
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|
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74 |
+
|
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|
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e
|
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−
|
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+
E
|
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|
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+
/
|
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+
|
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k
|
84 |
+
T
|
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|
86 |
+
|
87 |
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|
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+
|
89 |
+
{\displaystyle e^{-E/kT}}
|
90 |
+
|
91 |
+
– that is the probability of a molecule to have energy greater than or equal to E at the given temperature T. This exponential dependence of a reaction rate on temperature is known as the Arrhenius equation.
|
92 |
+
The activation energy necessary for a chemical reaction to occur can be in the form of heat, light, electricity or mechanical force in the form of ultrasound.[28]
|
93 |
+
|
94 |
+
A related concept free energy, which also incorporates entropy considerations, is a very useful means for predicting the feasibility of a reaction and determining the state of equilibrium of a chemical reaction, in chemical thermodynamics. A reaction is feasible only if the total change in the Gibbs free energy is negative,
|
95 |
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|
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|
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|
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Δ
|
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+
G
|
100 |
+
≤
|
101 |
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0
|
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+
|
103 |
+
|
104 |
+
|
105 |
+
{\displaystyle \Delta G\leq 0\,}
|
106 |
+
|
107 |
+
; if it is equal to zero the chemical reaction is said to be at equilibrium.
|
108 |
+
|
109 |
+
There exist only limited possible states of energy for electrons, atoms and molecules. These are determined by the rules of quantum mechanics, which require quantization of energy of a bound system. The atoms/molecules in a higher energy state are said to be excited. The molecules/atoms of substance in an excited energy state are often much more reactive; that is, more amenable to chemical reactions.
|
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+
|
111 |
+
The phase of a substance is invariably determined by its energy and the energy of its surroundings. When the intermolecular forces of a substance are such that the energy of the surroundings is not sufficient to overcome them, it occurs in a more ordered phase like liquid or solid as is the case with water (H2O); a liquid at room temperature because its molecules are bound by hydrogen bonds.[29] Whereas hydrogen sulfide (H2S) is a gas at room temperature and standard pressure, as its molecules are bound by weaker dipole-dipole interactions.
|
112 |
+
|
113 |
+
The transfer of energy from one chemical substance to another depends on the size of energy quanta emitted from one substance. However, heat energy is often transferred more easily from almost any substance to another because the phonons responsible for vibrational and rotational energy levels in a substance have much less energy than photons invoked for the electronic energy transfer. Thus, because vibrational and rotational energy levels are more closely spaced than electronic energy levels, heat is more easily transferred between substances relative to light or other forms of electronic energy. For example, ultraviolet electromagnetic radiation is not transferred with as much efficacy from one substance to another as thermal or electrical energy.
|
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+
|
115 |
+
The existence of characteristic energy levels for different chemical substances is useful for their identification by the analysis of spectral lines. Different kinds of spectra are often used in chemical spectroscopy, e.g. IR, microwave, NMR, ESR, etc. Spectroscopy is also used to identify the composition of remote objects – like stars and distant galaxies – by analyzing their radiation spectra.
|
116 |
+
|
117 |
+
The term chemical energy is often used to indicate the potential of a chemical substance to undergo a transformation through a chemical reaction or to transform other chemical substances.
|
118 |
+
|
119 |
+
When a chemical substance is transformed as a result of its interaction with another substance or with energy, a chemical reaction is said to have occurred. A chemical reaction is therefore a concept related to the "reaction" of a substance when it comes in close contact with another, whether as a mixture or a solution; exposure to some form of energy, or both. It results in some energy exchange between the constituents of the reaction as well as with the system environment, which may be designed vessels—often laboratory glassware.
|
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+
|
121 |
+
Chemical reactions can result in the formation or dissociation of molecules, that is, molecules breaking apart to form two or more molecules or rearrangement of atoms within or across molecules. Chemical reactions usually involve the making or breaking of chemical bonds. Oxidation, reduction, dissociation, acid-base neutralization and molecular rearrangement are some of the commonly used kinds of chemical reactions.
|
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+
|
123 |
+
A chemical reaction can be symbolically depicted through a chemical equation. While in a non-nuclear chemical reaction the number and kind of atoms on both sides of the equation are equal, for a nuclear reaction this holds true only for the nuclear particles viz. protons and neutrons.[30]
|
124 |
+
|
125 |
+
The sequence of steps in which the reorganization of chemical bonds may be taking place in the course of a chemical reaction is called its mechanism. A chemical reaction can be envisioned to take place in a number of steps, each of which may have a different speed. Many reaction intermediates with variable stability can thus be envisaged during the course of a reaction. Reaction mechanisms are proposed to explain the kinetics and the relative product mix of a reaction. Many physical chemists specialize in exploring and proposing the mechanisms of various chemical reactions. Several empirical rules, like the Woodward–Hoffmann rules often come in handy while proposing a mechanism for a chemical reaction.
|
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+
|
127 |
+
According to the IUPAC gold book, a chemical reaction is "a process that results in the interconversion of chemical species."[31] Accordingly, a chemical reaction may be an elementary reaction or a stepwise reaction. An additional caveat is made, in that this definition includes cases where the interconversion of conformers is experimentally observable. Such detectable chemical reactions normally involve sets of molecular entities as indicated by this definition, but it is often conceptually convenient to use the term also for changes involving single molecular entities (i.e. 'microscopic chemical events').
|
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|
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An ion is a charged species, an atom or a molecule, that has lost or gained one or more electrons. When an atom loses an electron and thus has more protons than electrons, the atom is a positively charged ion or cation. When an atom gains an electron and thus has more electrons than protons, the atom is a negatively charged ion or anion. Cations and anions can form a crystalline lattice of neutral salts, such as the Na+ and Cl− ions forming sodium chloride, or NaCl. Examples of polyatomic ions that do not split up during acid-base reactions are hydroxide (OH−) and phosphate (PO43−).
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Plasma is composed of gaseous matter that has been completely ionized, usually through high temperature.
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A substance can often be classified as an acid or a base. There are several different theories which explain acid-base behavior. The simplest is Arrhenius theory, which states that acid is a substance that produces hydronium ions when it is dissolved in water, and a base is one that produces hydroxide ions when dissolved in water. According to Brønsted–Lowry acid-base theory, acids are substances that donate a positive hydrogen ion to another substance in a chemical reaction; by extension, a base is the substance which receives that hydrogen ion.
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A third common theory is Lewis acid-base theory, which is based on the formation of new chemical bonds. Lewis theory explains that an acid is a substance which is capable of accepting a pair of electrons from another substance during the process of bond formation, while a base is a substance which can provide a pair of electrons to form a new bond. According to this theory, the crucial things being exchanged are charges.[32] There are several other ways in which a substance may be classified as an acid or a base, as is evident in the history of this concept.[33]
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Acid strength is commonly measured by two methods. One measurement, based on the Arrhenius definition of acidity, is pH, which is a measurement of the hydronium ion concentration in a solution, as expressed on a negative logarithmic scale. Thus, solutions that have a low pH have a high hydronium ion concentration and can be said to be more acidic. The other measurement, based on the Brønsted–Lowry definition, is the acid dissociation constant (Ka), which measures the relative ability of a substance to act as an acid under the Brønsted–Lowry definition of an acid. That is, substances with a higher Ka are more likely to donate hydrogen ions in chemical reactions than those with lower Ka values.
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Redox (reduction-oxidation) reactions include all chemical reactions in which atoms have their oxidation state changed by either gaining electrons (reduction) or losing electrons (oxidation). Substances that have the ability to oxidize other substances are said to be oxidative and are known as oxidizing agents, oxidants or oxidizers. An oxidant removes electrons from another substance. Similarly, substances that have the ability to reduce other substances are said to be reductive and are known as reducing agents, reductants, or reducers.
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A reductant transfers electrons to another substance and is thus oxidized itself. And because it "donates" electrons it is also called an electron donor. Oxidation and reduction properly refer to a change in oxidation number—the actual transfer of electrons may never occur. Thus, oxidation is better defined as an increase in oxidation number, and reduction as a decrease in oxidation number.
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Although the concept of equilibrium is widely used across sciences, in the context of chemistry, it arises whenever a number of different states of the chemical composition are possible, as for example, in a mixture of several chemical compounds that can react with one another, or when a substance can be present in more than one kind of phase.
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A system of chemical substances at equilibrium, even though having an unchanging composition, is most often not static; molecules of the substances continue to react with one another thus giving rise to a dynamic equilibrium. Thus the concept describes the state in which the parameters such as chemical composition remain unchanged over time.
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Chemical reactions are governed by certain laws, which have become fundamental concepts in chemistry. Some of them are:
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The history of chemistry spans a period from very old times to the present. Since several millennia BC, civilizations were using technologies that would eventually form the basis of the various branches of chemistry. Examples include extracting metals from ores, making pottery and glazes, fermenting beer and wine, extracting chemicals from plants for medicine and perfume, rendering fat into soap, making glass, and making alloys like bronze. Chemistry was preceded by its protoscience, alchemy, which is an intuitive but non-scientific approach to understanding the constituents of matter and their interactions. It was unsuccessful in explaining the nature of matter and its transformations, but, by performing experiments and recording the results, alchemists set the stage for modern chemistry. Chemistry as a body of knowledge distinct from alchemy began to emerge when a clear differentiation was made between them by Robert Boyle in his work The Sceptical Chymist (1661). While both alchemy and chemistry are concerned with matter and its transformations, the crucial difference was given by the scientific method that chemists employed in their work. Chemistry is considered to have become an established science with the work of Antoine Lavoisier, who developed a law of conservation of mass that demanded careful measurement and quantitative observations of chemical phenomena. The history of chemistry is intertwined with the history of thermodynamics, especially through the work of Willard Gibbs.[34]
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The definition of chemistry has changed over time, as new discoveries and theories add to the functionality of the science. The term "chymistry", in the view of noted scientist Robert Boyle in 1661, meant the subject of the material principles of mixed bodies.[35] In 1663, the chemist Christopher Glaser described "chymistry" as a scientific art, by which one learns to dissolve bodies, and draw from them the different substances on their composition, and how to unite them again, and exalt them to a higher perfection.[36]
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The 1730 definition of the word "chemistry", as used by Georg Ernst Stahl, meant the art of resolving mixed, compound, or aggregate bodies into their principles; and of composing such bodies from those principles.[37] In 1837, Jean-Baptiste Dumas considered the word "chemistry" to refer to the science concerned with the laws and effects of molecular forces.[38] This definition further evolved until, in 1947, it came to mean the science of substances: their structure, their properties, and the reactions that change them into other substances – a characterization accepted by Linus Pauling.[39] More recently, in 1998, Professor Raymond Chang broadened the definition of "chemistry" to mean the study of matter and the changes it undergoes.[40]
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Early civilizations, such as the Egyptians[41] Babylonians, Indians[42] amassed practical knowledge concerning the arts of metallurgy, pottery and dyes, but didn't develop a systematic theory.
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A basic chemical hypothesis first emerged in Classical Greece with the theory of four elements as propounded definitively by Aristotle stating that fire, air, earth and water were the fundamental elements from which everything is formed as a combination. Greek atomism dates back to 440 BC, arising in works by philosophers such as Democritus and Epicurus. In 50 BCE, the Roman philosopher Lucretius expanded upon the theory in his book De rerum natura (On The Nature of Things).[43][44] Unlike modern concepts of science, Greek atomism was purely philosophical in nature, with little concern for empirical observations and no concern for chemical experiments.[45]
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An early form of the idea of conservation of mass is the notion that "Nothing comes from nothing" in Ancient Greek philosophy, which can be found in Empedocles (approx. 4th century BC): "For it is impossible for anything to come to be from what is not, and it cannot be brought about or heard of that what is should be utterly destroyed."[46] and Epicurus (3rd century BC), who, describing the nature of the Universe, wrote that "the totality of things was always such as it is now, and always will be".[47]
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In the Hellenistic world the art of alchemy first proliferated, mingling magic and occultism into the study of natural substances with the ultimate goal of transmuting elements into gold and discovering the elixir of eternal life.[48] Work, particularly the development of distillation, continued in the early Byzantine period with the most famous practitioner being the 4th century Greek-Egyptian Zosimos of Panopolis.[49] Alchemy continued to be developed and practised throughout the Arab world after the Muslim conquests,[50] and from there, and from the Byzantine remnants,[51] diffused into medieval and Renaissance Europe through Latin translations.
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The development of the modern scientific method was slow and arduous, but an early scientific method for chemistry began emerging among early Muslim chemists, beginning with the 9th century Perso-Arab chemist Jābir ibn Hayyān (known as "Geber" in Europe), who is sometimes referred to as "the father of chemistry".[52][53][54][55] He introduced a systematic and experimental approach to scientific research based in the laboratory, in contrast to the ancient Greek and Egyptian alchemists whose works were largely allegorical and often unintelligible.[56] He also introduced the alembic (al-anbiq) of Persian encyclopedist Ibn al-Awwam to Europe, chemically analyzed many chemical substances, composed lapidaries, distinguished between alkalis and acids, and manufactured hundreds of drugs.[57] His books strongly influenced the medieval European alchemists and justified their search for the philosopher's stone.[58][59]
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In the Middle Ages, Jabir's treatises on alchemy were translated into Latin and became standard texts for European alchemists. These include the Kitab al-Kimya (titled Book of the Composition of Alchemy in Europe), translated by Robert of Chester (1144); and the Kitab al-Sab'een (Book of Seventy) by Gerard of Cremona (before 1187). Later influential Muslim philosophers, such as Abū al-Rayhān al-Bīrūnī,[60] Avicenna[61] and Al-Kindi disputed the theories of alchemy, particularly the theory of the transmutation of metals; and al-Tusi described a version of the conservation of mass, noting that a body of matter is able to change but is not able to disappear.[62]
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Under the influence of the new empirical methods propounded by Sir Francis Bacon and others, a group of chemists at Oxford, Robert Boyle, Robert Hooke and John Mayow began to reshape the old alchemical traditions into a scientific discipline. Boyle in particular is regarded as the founding father of chemistry due to his most important work, the classic chemistry text The Sceptical Chymist where the differentiation is made between the claims of alchemy and the empirical scientific discoveries of the new chemistry.[63] He formulated Boyle's law, rejected the classical "four elements" and proposed a mechanistic alternative of atoms and chemical reactions that could be subject to rigorous experiment.[64]
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The theory of phlogiston (a substance at the root of all combustion) was propounded by the German Georg Ernst Stahl in the early 18th century and was only overturned by the end of the century by the French chemist Antoine Lavoisier, the chemical analogue of Newton in physics; who did more than any other to establish the new science on proper theoretical footing, by elucidating the principle of conservation of mass and developing a new system of chemical nomenclature used to this day.[66]
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Before his work, though, many important discoveries had been made, specifically relating to the nature of 'air' which was discovered to be composed of many different gases. The Scottish chemist Joseph Black (the first experimental chemist) and the Dutchman J.B. van Helmont discovered carbon dioxide, or what Black called 'fixed air' in 1754; Henry Cavendish discovered hydrogen and elucidated its properties and Joseph Priestley and, independently, Carl Wilhelm Scheele isolated pure oxygen.
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English scientist John Dalton proposed the modern theory of atoms; that all substances are composed of indivisible 'atoms' of matter and that different atoms have varying atomic weights.
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The development of the electrochemical theory of chemical combinations occurred in the early 19th century as the result of the work of two scientists in particular, J.J. Berzelius and Humphry Davy, made possible by the prior invention of the voltaic pile by Alessandro Volta. Davy discovered nine new elements including the alkali metals by extracting them from their oxides with electric current.[67]
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British William Prout first proposed ordering all the elements by their atomic weight as all atoms had a weight that was an exact multiple of the atomic weight of hydrogen. J.A.R. Newlands devised an early table of elements, which was then developed into the modern periodic table of elements[70] in the 1860s by Dmitri Mendeleev and independently by several other scientists including Julius Lothar Meyer.[71][72] The inert gases, later called the noble gases were discovered by William Ramsay in collaboration with Lord Rayleigh at the end of the century, thereby filling in the basic structure of the table.
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At the turn of the twentieth century the theoretical underpinnings of chemistry were finally understood due to a series of remarkable discoveries that succeeded in probing and discovering the very nature of the internal structure of atoms. In 1897, J.J. Thomson of Cambridge University discovered the electron and soon after the French scientist Becquerel as well as the couple Pierre and Marie Curie investigated the phenomenon of radioactivity. In a series of pioneering scattering experiments Ernest Rutherford at the University of Manchester discovered the internal structure of the atom and the existence of the proton, classified and explained the different types of radioactivity and successfully transmuted the first element by bombarding nitrogen with alpha particles.
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His work on atomic structure was improved on by his students, the Danish physicist Niels Bohr and Henry Moseley. The electronic theory of chemical bonds and molecular orbitals was developed by the American scientists Linus Pauling and Gilbert N. Lewis.
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The year 2011 was declared by the United Nations as the International Year of Chemistry.[73] It was an initiative of the International Union of Pure and Applied Chemistry, and of the United Nations Educational, Scientific, and Cultural Organization and involves chemical societies, academics, and institutions worldwide and relied on individual initiatives to organize local and regional activities.
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Organic chemistry was developed by Justus von Liebig and others, following Friedrich Wöhler's synthesis of urea which proved that living organisms were, in theory, reducible to chemistry.[74] Other crucial 19th century advances were; an understanding of valence bonding (Edward Frankland in 1852) and the application of thermodynamics to chemistry (J. W. Gibbs and Svante Arrhenius in the 1870s).
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Chemistry is typically divided into several major sub-disciplines. There are also several main cross-disciplinary and more specialized fields of chemistry.[75]
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Other disciplines within chemistry are traditionally grouped by the type of matter being studied or the kind of study. These include inorganic chemistry, the study of inorganic matter; organic chemistry, the study of organic (carbon-based) matter; biochemistry, the study of substances found in biological organisms; physical chemistry, the study of chemical processes using physical concepts such as thermodynamics and quantum mechanics; and analytical chemistry, the analysis of material samples to gain an understanding of their chemical composition and structure. Many more specialized disciplines have emerged in recent years, e.g. neurochemistry the chemical study of the nervous system (see subdisciplines).
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Other fields include agrochemistry, astrochemistry (and cosmochemistry), atmospheric chemistry, chemical engineering, chemical biology, chemo-informatics, electrochemistry, environmental chemistry, femtochemistry, flavor chemistry, flow chemistry, geochemistry, green chemistry, histochemistry, history of chemistry, hydrogenation chemistry, immunochemistry, marine chemistry, materials science, mathematical chemistry, mechanochemistry, medicinal chemistry, molecular biology, molecular mechanics, nanotechnology, natural product chemistry, oenology, organometallic chemistry, petrochemistry, pharmacology, photochemistry, physical organic chemistry, phytochemistry, polymer chemistry, radiochemistry, solid-state chemistry, sonochemistry, supramolecular chemistry, surface chemistry, synthetic chemistry, thermochemistry, and many others.
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The chemical industry represents an important economic activity worldwide. The global top 50 chemical producers in 2013 had sales of US$980.5 billion with a profit margin of 10.3%.[77]
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"To form an idea of the historical place of Jabir's alchemy and to tackle the problem of its sources, it is advisable to compare it with what remains to us of the alchemical literature in the Greek language. One knows in which miserable state this literature reached us. Collected by Byzantine scientists from the tenth century, the corpus of the Greek alchemists is a cluster of incoherent fragments, going back to all the times since the third century until the end of the Middle Ages."
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"The efforts of Berthelot and Ruelle to put a little order in this mass of literature led only to poor results, and the later researchers, among them in particular Mrs. Hammer-Jensen, Tannery, Lagercrantz, von Lippmann, Reitzenstein, Ruska, Bidez, Festugiere and others, could make clear only few points of detail…
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The study of the Greek alchemists is not very encouraging. An even surface examination of the Greek texts shows that a very small part only was organized according to true experiments of laboratory: even the supposedly technical writings, in the state where we find them today, are unintelligible nonsense which refuses any interpretation.
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It is different with Jabir's alchemy. The relatively clear description of the processes and the alchemical apparatuses, the methodical classification of the substances, mark an experimental spirit which is extremely far away from the weird and odd esotericism of the Greek texts. The theory on which Jabir supports his operations is one of clearness and of an impressive unity. More than with the other Arab authors, one notes with him a balance between theoretical teaching and practical teaching, between the `ilm and the `amal. In vain one would seek in the Greek texts a work as systematic as that which is presented for example in the Book of Seventy."
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(cf. Ahmad Y Hassan. "A Critical Reassessment of the Geber Problem: Part Three". Archived from the original on 2008-11-20. Retrieved 2008-08-09.)
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Organic chemistry is a branch of chemistry that studies the structure, properties and reactions of organic compounds, which contain carbon in covalent bonding.[1] Study of structure determines their chemical composition and formula. Study of properties includes physical and chemical properties, and evaluation of chemical reactivity to understand their behavior. The study of organic reactions includes the chemical synthesis of natural products, drugs, and polymers, and study of individual organic molecules in the laboratory and via theoretical (in silico) study.
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The range of chemicals studied in organic chemistry includes hydrocarbons (compounds containing only carbon and hydrogen) as well as compounds based on carbon, but also containing other elements,[1][2][3] especially oxygen, nitrogen, sulfur, phosphorus (included in many biochemicals) and the halogens. Organometallic chemistry is the study of compounds containing carbon–metal bonds.
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|
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In addition, contemporary research focuses on organic chemistry involving other organometallics including the lanthanides, but especially the transition metals zinc, copper, palladium, nickel, cobalt, titanium and chromium.
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Organic compounds form the basis of all earthly life and constitute the majority of known chemicals. The bonding patterns of carbon, with its valence of four—formal single, double, and triple bonds, plus structures with delocalized electrons—make the array of organic compounds structurally diverse, and their range of applications enormous. They form the basis of, or are constituents of, many commercial products including pharmaceuticals; petrochemicals and agrichemicals, and products made from them including lubricants, solvents; plastics; fuels and explosives. The study of organic chemistry overlaps organometallic chemistry and biochemistry, but also with medicinal chemistry, polymer chemistry, and materials science.[1]
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Before the nineteenth century, chemists generally believed that compounds obtained from living organisms were endowed with a vital force that distinguished them from inorganic compounds. According to the concept of vitalism (vital force theory), organic matter was endowed with a "vital force".[4] During the first half of the nineteenth century, some of the first systematic studies of organic compounds were reported. Around 1816 Michel Chevreul started a study of soaps made from various fats and alkalis. He separated the acids that, in combination with the alkali, produced the soap. Since these were all individual compounds, he demonstrated that it was possible to make a chemical change in various fats (which traditionally come from organic sources), producing new compounds, without "vital force". In 1828 Friedrich Wöhler produced the organic chemical urea (carbamide), a constituent of urine, from inorganic starting materials (the salts potassium cyanate and ammonium sulfate), in what is now called the Wöhler synthesis. Although Wöhler himself was cautious about claiming he had disproved vitalism, this was the first time a substance thought to be organic was synthesized in the laboratory without biological (organic) starting materials. The event is now generally accepted as indeed disproving the doctrine of vitalism.[5]
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In 1856 William Henry Perkin, while trying to manufacture quinine accidentally produced the organic dye now known as Perkin's mauve. His discovery, made widely known through its financial success, greatly increased interest in organic chemistry.[6]
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|
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A crucial breakthrough for organic chemistry was the concept of chemical structure, developed independently in 1858 by both Friedrich August Kekulé and Archibald Scott Couper.[7] Both researchers suggested that tetravalent carbon atoms could link to each other to form a carbon lattice, and that the detailed patterns of atomic bonding could be discerned by skillful interpretations of appropriate chemical reactions.[8]
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The era of the pharmaceutical industry began in the last decade of the 19th century when the manufacturing of acetylsalicylic acid—more commonly referred to as aspirin—in Germany was started by Bayer.[9] By 1910 Paul Ehrlich and his laboratory group began developing arsenic-based arsphenamine, (Salvarsan), as the first effective medicinal treatment of syphilis, and thereby initiated the medical practice of chemotherapy. Ehrlich popularized the concepts of "magic bullet" drugs and of systematically improving drug therapies.[10][11] His laboratory made decisive contributions to developing antiserum for diphtheria and standardizing therapeutic serums.[12]
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Early examples of organic reactions and applications were often found because of a combination of luck and preparation for unexpected observations. The latter half of the 19th century however witnessed systematic studies of organic compounds. The development of synthetic indigo is illustrative. The production of indigo from plant sources dropped from 19,000 tons in 1897 to 1,000 tons by 1914 thanks to the synthetic methods developed by Adolf von Baeyer. In 2002, 17,000 tons of synthetic indigo were produced from petrochemicals.[14]
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In the early part of the 20th century, polymers and enzymes were shown to be large organic molecules, and petroleum was shown to be of biological origin.
|
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The multiple-step synthesis of complex organic compounds is called total synthesis. Total synthesis of complex natural compounds increased in complexity to glucose and terpineol. For example, cholesterol-related compounds have opened ways to synthesize complex human hormones and their modified derivatives. Since the start of the 20th century, complexity of total syntheses has been increased to include molecules of high complexity such as lysergic acid and vitamin B12.[15]
|
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|
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The discovery of petroleum and the development of the petrochemical industry spurred the development of organic chemistry. Converting individual petroleum compounds into types of compounds by various chemical processes led to organic reactions enabling a broad range of industrial and commercial products including, among (many) others: plastics, synthetic rubber, organic adhesives, and various property-modifying petroleum additives and catalysts.
|
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The majority of chemical compounds occurring in biological organisms are carbon compounds, so the association between organic chemistry and biochemistry is so close that biochemistry might be regarded as in essence a branch of organic chemistry. Although the history of biochemistry might be taken to span some four centuries, fundamental understanding of the field only began to develop in the late 19th century and the actual term biochemistry was coined around the start of 20th century. Research in the field increased throughout the twentieth century, without any indication of slackening in the rate of increase, as may be verified by inspection of abstraction and indexing services such as BIOSIS Previews and Biological Abstracts, which began in the 1920s as a single annual volume, but has grown so drastically that by the end of the 20th century it was only available to the everyday user as an online electronic database.[16]
|
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Since organic compounds often exist as mixtures, a variety of techniques have also been developed to assess purity, especially important being chromatography techniques such as HPLC and gas chromatography. Traditional methods of separation include distillation, crystallization, and solvent extraction.
|
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29 |
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Organic compounds were traditionally characterized by a variety of chemical tests, called "wet methods", but such tests have been largely displaced by spectroscopic or other computer-intensive methods of analysis.[17] Listed in approximate order of utility, the chief analytical methods are:
|
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Traditional spectroscopic methods such as infrared spectroscopy, optical rotation, and UV/VIS spectroscopy provide relatively nonspecific structural information but remain in use for specific classes of compounds. Refractive index and density were also important for substance identification.
|
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+
|
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+
The physical properties of organic compounds typically of interest include both quantitative and qualitative features. Quantitative information includes a melting point, boiling point, and index of refraction. Qualitative properties include odor, consistency, solubility, and color.
|
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+
Organic compounds typically melt and many boil. In contrast, while inorganic materials generally can be melted, many do not boil, tending instead to degrade. In earlier times, the melting point (m.p.) and boiling point (b.p.) provided crucial information on the purity and identity of organic compounds. The melting and boiling points correlate with the polarity of the molecules and their molecular weight. Some organic compounds, especially symmetrical ones, sublime, that is they evaporate without melting. A well-known example of a sublimable organic compound is para-dichlorobenzene, the odiferous constituent of modern mothballs. Organic compounds are usually not very stable at temperatures above 300 °C, although some exceptions exist.
|
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|
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+
Neutral organic compounds tend to be hydrophobic; that is, they are less soluble in water than in organic solvents. Exceptions include organic compounds that contain ionizable (which can be converted in ions) groups as well as low molecular weight alcohols, amines, and carboxylic acids where hydrogen bonding occurs. Otherwise organic compounds tend to dissolve in organic solvents. Solubility varies widely with the organic solute and with the organic solvent.
|
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|
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+
Various specialized properties of molecular crystals and organic polymers with conjugated systems are of interest depending on applications, e.g. thermo-mechanical and electro-mechanical such as piezoelectricity, electrical conductivity (see conductive polymers and organic semiconductors), and electro-optical (e.g. non-linear optics) properties. For historical reasons, such properties are mainly the subjects of the areas of polymer science and materials science.
|
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|
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+
The names of organic compounds are either systematic, following logically from a set of rules, or nonsystematic, following various traditions. Systematic nomenclature is stipulated by specifications from IUPAC. Systematic nomenclature starts with the name for a parent structure within the molecule of interest. This parent name is then modified by prefixes, suffixes, and numbers to unambiguously convey the structure. Given that millions of organic compounds are known, rigorous use of systematic names can be cumbersome. Thus, IUPAC recommendations are more closely followed for simple compounds, but not complex molecules. To use the systematic naming, one must know the structures and names of the parent structures. Parent structures include unsubstituted hydrocarbons, heterocycles, and mono functionalized derivatives thereof.
|
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+
Nonsystematic nomenclature is simpler and unambiguous, at least to organic chemists. Nonsystematic names do not indicate the structure of the compound. They are common for complex molecules, which include most natural products. Thus, the informally named lysergic acid diethylamide is systematically named
|
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+
(6aR,9R)-N,N-diethyl-7-methyl-4,6,6a,7,8,9-hexahydroindolo-[4,3-fg] quinoline-9-carboxamide.
|
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+
|
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+
With the increased use of computing, other naming methods have evolved that are intended to be interpreted by machines. Two popular formats are SMILES and InChI.
|
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|
48 |
+
Organic molecules are described more commonly by drawings or structural formulas, combinations of drawings and chemical symbols. The line-angle formula is simple and unambiguous. In this system, the endpoints and intersections of each line represent one carbon, and hydrogen atoms can either be notated explicitly or assumed to be present as implied by tetravalent carbon.
|
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|
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+
By 1880 an explosion in the number of chemical compounds being discovered occurred assisted by new synthetic and analytical techniques. Grignard described the situation as "chaos le plus complet" as due to the lack of convention it was possible to have multiple names for the same compound. This led to the creation of the Geneva rules in 1892.[18]
|
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The concept of functional groups is central in organic chemistry, both as a means to classify structures and for predicting properties. A functional group is a molecular module, and the reactivity of that functional group is assumed, within limits, to be the same in a variety of molecules. Functional groups can have a decisive influence on the chemical and physical properties of organic compounds. Molecules are classified based on their functional groups. Alcohols, for example, all have the subunit C-O-H. All alcohols tend to be somewhat hydrophilic, usually form esters, and usually can be converted to the corresponding halides. Most functional groups feature heteroatoms (atoms other than C and H). Organic compounds are classified according to functional groups, alcohols, carboxylic acids, amines, etc.[19]
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The aliphatic hydrocarbons are subdivided into three groups of homologous series according to their state of saturation:
|
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+
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The rest of the group is classed according to the functional groups present. Such compounds can be "straight-chain", branched-chain or cyclic. The degree of branching affects characteristics, such as the octane number or cetane number in petroleum chemistry.
|
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|
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Both saturated (alicyclic) compounds and unsaturated compounds exist as cyclic derivatives. The most stable rings contain five or six carbon atoms, but large rings (macrocycles) and smaller rings are common. The smallest cycloalkane family is the three-membered cyclopropane ((CH2)3). Saturated cyclic compounds contain single bonds only, whereas aromatic rings have an alternating (or conjugated) double bond. Cycloalkanes do not contain multiple bonds, whereas the cycloalkenes and the cycloalkynes do.
|
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+
|
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Aromatic hydrocarbons contain conjugated double bonds. This means that every carbon atom in the ring is sp2 hybridized, allowing for added stability. The most important example is benzene, the structure of which was formulated by Kekulé who first proposed the delocalization or resonance principle for explaining its structure. For "conventional" cyclic compounds, aromaticity is conferred by the presence of 4n + 2 delocalized pi electrons, where n is an integer. Particular instability (antiaromaticity) is conferred by the presence of 4n conjugated pi electrons.
|
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The characteristics of the cyclic hydrocarbons are again altered if heteroatoms are present, which can exist as either substituents attached externally to the ring (exocyclic) or as a member of the ring itself (endocyclic). In the case of the latter, the ring is termed a heterocycle. Pyridine and furan are examples of aromatic heterocycles while piperidine and tetrahydrofuran are the corresponding alicyclic heterocycles. The heteroatom of heterocyclic molecules is generally oxygen, sulfur, or nitrogen, with the latter being particularly common in biochemical systems.
|
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+
|
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Heterocycles are commonly found in a wide range of products including aniline dyes and medicines. Additionally, they are prevalent in a wide range of biochemical compounds such as alkaloids, vitamins, steroids, and nucleic acids (e.g. DNA, RNA).
|
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Rings can fuse with other rings on an edge to give polycyclic compounds. The purine nucleoside bases are notable polycyclic aromatic heterocycles. Rings can also fuse on a "corner" such that one atom (almost always carbon) has two bonds going to one ring and two to another. Such compounds are termed spiro and are important in several natural products.
|
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|
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One important property of carbon is that it readily forms chains, or networks, that are linked by carbon-carbon (carbon-to-carbon) bonds. The linking process is called polymerization, while the chains, or networks, are called polymers. The source compound is called a monomer.
|
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Two main groups of polymers exist synthetic polymers and biopolymers. Synthetic polymers are artificially manufactured, and are commonly referred to as industrial polymers.[20] Biopolymers occur within a respectfully natural environment, or without human intervention.
|
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Biomolecular chemistry is a major category within organic chemistry which is frequently studied by biochemists. Many complex multi-functional group molecules are important in living organisms. Some are long-chain biopolymers, and these include peptides, DNA, RNA and the polysaccharides such as starches in animals and celluloses in plants. The other main classes are amino acids (monomer building blocks of peptides and proteins), carbohydrates (which includes the polysaccharides), the nucleic acids (which include DNA and RNA as polymers), and the lipids. Besides, animal biochemistry contains many small molecule intermediates which assist in energy production through the Krebs cycle, and produces isoprene, the most common hydrocarbon in animals. Isoprenes in animals form the important steroid structural (cholesterol) and steroid hormone compounds; and in plants form terpenes, terpenoids, some alkaloids, and a class of hydrocarbons called biopolymer polyisoprenoids present in the latex of various species of plants, which is the basis for making rubber.
|
73 |
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|
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+
See also: peptide synthesis, oligonucleotide synthesis and carbohydrate synthesis.
|
75 |
+
|
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+
In pharmacology, an important group of organic compounds is small molecules, also referred to as 'small organic compounds'. In this context, a small molecule is a small organic compound that is biologically active but is not a polymer. In practice, small molecules have a molar mass less than approximately 1000 g/mol.
|
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|
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Fullerenes and carbon nanotubes, carbon compounds with spheroidal and tubular structures, have stimulated much research into the related field of materials science. The first fullerene was discovered in 1985 by Sir Harold W. Kroto of the United Kingdom and by Richard E. Smalley and Robert F. Curl, Jr., of the United States. Using a laser to vaporize graphite rods in an atmosphere of helium gas, these chemists and their assistants obtained cagelike molecules composed of 60 carbon atoms (C60) joined together by single and double bonds to form a hollow sphere with 12 pentagonal and 20 hexagonal faces—a design that resembles a football, or soccer ball. In 1996 the trio was awarded the Nobel Prize for their pioneering efforts. The C60 molecule was named buckminsterfullerene (or, more simply, the buckyball) after the American architect R. Buckminster Fuller, whose geodesic dome is constructed on the same structural principles.
|
79 |
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|
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Organic compounds containing bonds of carbon to nitrogen, oxygen and the halogens are not normally grouped separately. Others are sometimes put into major groups within organic chemistry and discussed under titles such as organosulfur chemistry, organometallic chemistry, organophosphorus chemistry and organosilicon chemistry.
|
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|
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Organic reactions are chemical reactions involving organic compounds. Many of these reactions are associated with functional groups. The general theory of these reactions involves careful analysis of such properties as the electron affinity of key atoms, bond strengths and steric hindrance. These factors can determine the relative stability of short-lived reactive intermediates, which usually directly determine the path of the reaction.
|
83 |
+
|
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+
The basic reaction types are: addition reactions, elimination reactions, substitution reactions, pericyclic reactions, rearrangement reactions and redox reactions. An example of a common reaction is a substitution reaction written as:
|
85 |
+
|
86 |
+
where X is some functional group and Nu is a nucleophile.
|
87 |
+
|
88 |
+
The number of possible organic reactions is infinite. However, certain general patterns are observed that can be used to describe many common or useful reactions. Each reaction has a stepwise reaction mechanism that explains how it happens in sequence—although the detailed description of steps is not always clear from a list of reactants alone.
|
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|
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+
The stepwise course of any given reaction mechanism can be represented using arrow pushing techniques in which curved arrows are used to track the movement of electrons as starting materials transition through intermediates to final products.
|
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+
|
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+
Synthetic organic chemistry is an applied science as it borders engineering, the "design, analysis, and/or construction of works for practical purposes". Organic synthesis of a novel compound is a problem-solving task, where a synthesis is designed for a target molecule by selecting optimal reactions from optimal starting materials. Complex compounds can have tens of reaction steps that sequentially build the desired molecule. The synthesis proceeds by utilizing the reactivity of the functional groups in the molecule. For example, a carbonyl compound can be used as a nucleophile by converting it into an enolate, or as an electrophile; the combination of the two is called the aldol reaction. Designing practically useful syntheses always requires conducting the actual synthesis in the laboratory. The scientific practice of creating novel synthetic routes for complex molecules is called total synthesis.
|
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|
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Strategies to design a synthesis include retrosynthesis, popularized by E.J. Corey, which starts with the target molecule and splices it to pieces according to known reactions. The pieces, or the proposed precursors, receive the same treatment, until available and ideally inexpensive starting materials are reached. Then, the retrosynthesis is written in the opposite direction to give the synthesis. A "synthetic tree" can be constructed because each compound and also each precursor has multiple syntheses.
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1 |
+
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2 |
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Chemistry is the scientific discipline involved with elements and compounds composed of atoms, molecules and ions: their composition, structure, properties, behavior and the changes they undergo during a reaction with other substances.[1][2]
|
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|
5 |
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In the scope of its subject, chemistry occupies an intermediate position between physics and biology.[3] It is sometimes called the central science because it provides a foundation for understanding both basic and applied scientific disciplines at a fundamental level.[4] For example, chemistry explains aspects of plant chemistry (botany), the formation of igneous rocks (geology), how atmospheric ozone is formed and how environmental pollutants are degraded (ecology), the properties of the soil on the moon (astrophysics), how medications work (pharmacology), and how to collect DNA evidence at a crime scene (forensics).
|
6 |
+
|
7 |
+
Chemistry addresses topics such as how atoms and molecules interact via chemical bonds to form new chemical compounds. There are four types of chemical bonds: covalent bonds, in which compounds share one or more electron(s); ionic bonds, in which a compound donates one or more electrons to another compound to produce ions (cations and anions); hydrogen bonds; and Van der Waals force bonds.
|
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+
|
9 |
+
The word chemistry comes from alchemy, which referred to an earlier set of practices that encompassed elements of chemistry, metallurgy, philosophy, astrology, astronomy, mysticism and medicine. It is often seen as linked to the quest to turn lead or another common starting material into gold,[5] though in ancient times, the study encompassed many of the questions of modern chemistry being defined as the study of the composition of waters, movement, growth, embodying, disembodying, drawing the spirits from bodies and bonding the spirits within bodies by the early 4th century Greek-Egyptian alchemist Zosimos.[6] An alchemist was called a 'chemist' in popular speech, and later the suffix "-ry" was added to this to describe the art of the chemist as "chemistry".
|
10 |
+
|
11 |
+
The modern word alchemy in turn is derived from the Arabic word al-kīmīā (الكیمیاء). In origin, the term is borrowed from the Greek χημία or χημεία.[7][8] This may have Egyptian origins since al-kīmīā is derived from the Greek χημία, which is in turn derived from the word Kemet, which is the ancient name of Egypt in the Egyptian language.[7] Alternately, al-kīmīā may derive from χημεία, meaning "cast together".[9]
|
12 |
+
|
13 |
+
The current model of atomic structure is the quantum mechanical model.[10] Traditional chemistry starts with the study of elementary particles, atoms, molecules,[11] substances, metals, crystals and other aggregates of matter. Matter can be studied in solid, liquid, gas and plasma states, in isolation or in combination. The interactions, reactions and transformations that are studied in chemistry are usually the result of interactions between atoms, leading to rearrangements of the chemical bonds which hold atoms together. Such behaviors are studied in a chemistry laboratory.
|
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|
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+
The chemistry laboratory stereotypically uses various forms of laboratory glassware. However glassware is not central to chemistry, and a great deal of experimental (as well as applied/industrial) chemistry is done without it.
|
16 |
+
|
17 |
+
A chemical reaction is a transformation of some substances into one or more different substances.[12] The basis of such a chemical transformation is the rearrangement of electrons in the chemical bonds between atoms. It can be symbolically depicted through a chemical equation, which usually involves atoms as subjects. The number of atoms on the left and the right in the equation for a chemical transformation is equal. (When the number of atoms on either side is unequal, the transformation is referred to as a nuclear reaction or radioactive decay.) The type of chemical reactions a substance may undergo and the energy changes that may accompany it are constrained by certain basic rules, known as chemical laws.
|
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+
|
19 |
+
Energy and entropy considerations are invariably important in almost all chemical studies. Chemical substances are classified in terms of their structure, phase, as well as their chemical compositions. They can be analyzed using the tools of chemical analysis, e.g. spectroscopy and chromatography. Scientists engaged in chemical research are known as chemists.[13] Most chemists specialize in one or more sub-disciplines. Several concepts are essential for the study of chemistry; some of them are:[14]
|
20 |
+
|
21 |
+
In chemistry, matter is defined as anything that has rest mass and volume (it takes up space) and is made up of particles. The particles that make up matter have rest mass as well – not all particles have rest mass, such as the photon. Matter can be a pure chemical substance or a mixture of substances.[15]
|
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+
|
23 |
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The atom is the basic unit of chemistry. It consists of a dense core called the atomic nucleus surrounded by a space occupied by an electron cloud. The nucleus is made up of positively charged protons and uncharged neutrons (together called nucleons), while the electron cloud consists of negatively charged electrons which orbit the nucleus. In a neutral atom, the negatively charged electrons balance out the positive charge of the protons. The nucleus is dense; the mass of a nucleon is approximately 1,836 times that of an electron, yet the radius of an atom is about 10,000 times that of its nucleus.[16][17]
|
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+
|
25 |
+
The atom is also the smallest entity that can be envisaged to retain the chemical properties of the element, such as electronegativity, ionization potential, preferred oxidation state(s), coordination number, and preferred types of bonds to form (e.g., metallic, ionic, covalent).
|
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+
|
27 |
+
A chemical element is a pure substance which is composed of a single type of atom, characterized by its particular number of protons in the nuclei of its atoms, known as the atomic number and represented by the symbol Z. The mass number is the sum of the number of protons and neutrons in a nucleus. Although all the nuclei of all atoms belonging to one element will have the same atomic number, they may not necessarily have the same mass number; atoms of an element which have different mass numbers are known as isotopes. For example, all atoms with 6 protons in their nuclei are atoms of the chemical element carbon, but atoms of carbon may have mass numbers of 12 or 13.[17]
|
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+
|
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+
The standard presentation of the chemical elements is in the periodic table, which orders elements by atomic number. The periodic table is arranged in groups, or columns, and periods, or rows. The periodic table is useful in identifying periodic trends.[18]
|
30 |
+
|
31 |
+
A compound is a pure chemical substance composed of more than one element. The properties of a compound bear little similarity to those of its elements.[19] The standard nomenclature of compounds is set by the International Union of Pure and Applied Chemistry (IUPAC). Organic compounds are named according to the organic nomenclature system.[20] The names for inorganic compounds are created according to the inorganic nomenclature system. When a compound has more than one component, then they are divided into two classes, the electropositive and the electronegative components.[21] In addition the Chemical Abstracts Service has devised a method to index chemical substances. In this scheme each chemical substance is identifiable by a number known as its CAS registry number.
|
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+
|
33 |
+
A molecule is the smallest indivisible portion of a pure chemical substance that has its unique set of chemical properties, that is, its potential to undergo a certain set of chemical reactions with other substances. However, this definition only works well for substances that are composed of molecules, which is not true of many substances (see below). Molecules are typically a set of atoms bound together by covalent bonds, such that the structure is electrically neutral and all valence electrons are paired with other electrons either in bonds or in lone pairs.
|
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+
Thus, molecules exist as electrically neutral units, unlike ions. When this rule is broken, giving the "molecule" a charge, the result is sometimes named a molecular ion or a polyatomic ion. However, the discrete and separate nature of the molecular concept usually requires that molecular ions be present only in well-separated form, such as a directed beam in a vacuum in a mass spectrometer. Charged polyatomic collections residing in solids (for example, common sulfate or nitrate ions) are generally not considered "molecules" in chemistry. Some molecules contain one or more unpaired electrons, creating radicals. Most radicals are comparatively reactive, but some, such as nitric oxide (NO) can be stable.
|
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+
|
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+
The "inert" or noble gas elements (helium, neon, argon, krypton, xenon and radon) are composed of lone atoms as their smallest discrete unit, but the other isolated chemical elements consist of either molecules or networks of atoms bonded to each other in some way. Identifiable molecules compose familiar substances such as water, air, and many organic compounds like alcohol, sugar, gasoline, and the various pharmaceuticals.
|
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+
|
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+
However, not all substances or chemical compounds consist of discrete molecules, and indeed most of the solid substances that make up the solid crust, mantle, and core of the Earth are chemical compounds without molecules. These other types of substances, such as ionic compounds and network solids, are organized in such a way as to lack the existence of identifiable molecules per se. Instead, these substances are discussed in terms of formula units or unit cells as the smallest repeating structure within the substance. Examples of such substances are mineral salts (such as table salt), solids like carbon and diamond, metals, and familiar silica and silicate minerals such as quartz and granite.
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One of the main characteristics of a molecule is its geometry often called its structure. While the structure of diatomic, triatomic or tetra-atomic molecules may be trivial, (linear, angular pyramidal etc.) the structure of polyatomic molecules, that are constituted of more than six atoms (of several elements) can be crucial for its chemical nature.
|
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+
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+
A chemical substance is a kind of matter with a definite composition and set of properties.[22] A collection of substances is called a mixture. Examples of mixtures are air and alloys.[23]
|
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+
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45 |
+
The mole is a unit of measurement that denotes an amount of substance (also called chemical amount). The mole is defined as the number of atoms found in exactly 0.012 kilogram (or 12 grams) of carbon-12, where the carbon-12 atoms are unbound, at rest and in their ground state.[24] The number of entities per mole is known as the Avogadro constant, and is determined empirically to be approximately 6.022×1023 mol−1.[25] Molar concentration is the amount of a particular substance per volume of solution, and is commonly reported in mol/dm3.[26]
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In addition to the specific chemical properties that distinguish different chemical classifications, chemicals can exist in several phases. For the most part, the chemical classifications are independent of these bulk phase classifications; however, some more exotic phases are incompatible with certain chemical properties. A phase is a set of states of a chemical system that have similar bulk structural properties, over a range of conditions, such as pressure or temperature.
|
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Physical properties, such as density and refractive index tend to fall within values characteristic of the phase. The phase of matter is defined by the phase transition, which is when energy put into or taken out of the system goes into rearranging the structure of the system, instead of changing the bulk conditions.
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Sometimes the distinction between phases can be continuous instead of having a discrete boundary' in this case the matter is considered to be in a supercritical state. When three states meet based on the conditions, it is known as a triple point and since this is invariant, it is a convenient way to define a set of conditions.
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The most familiar examples of phases are solids, liquids, and gases. Many substances exhibit multiple solid phases. For example, there are three phases of solid iron (alpha, gamma, and delta) that vary based on temperature and pressure. A principal difference between solid phases is the crystal structure, or arrangement, of the atoms. Another phase commonly encountered in the study of chemistry is the aqueous phase, which is the state of substances dissolved in aqueous solution (that is, in water).
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Less familiar phases include plasmas, Bose–Einstein condensates and fermionic condensates and the paramagnetic and ferromagnetic phases of magnetic materials. While most familiar phases deal with three-dimensional systems, it is also possible to define analogs in two-dimensional systems, which has received attention for its relevance to systems in biology.
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Atoms sticking together in molecules or crystals are said to be bonded with one another. A chemical bond may be visualized as the multipole balance between the positive charges in the nuclei and the negative charges oscillating about them.[27] More than simple attraction and repulsion, the energies and distributions characterize the availability of an electron to bond to another atom.
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+
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A chemical bond can be a covalent bond, an ionic bond, a hydrogen bond or just because of Van der Waals force. Each of these kinds of bonds is ascribed to some potential. These potentials create the interactions which hold atoms together in molecules or crystals. In many simple compounds, valence bond theory, the Valence Shell Electron Pair Repulsion model (VSEPR), and the concept of oxidation number can be used to explain molecular structure and composition.
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An ionic bond is formed when a metal loses one or more of its electrons, becoming a positively charged cation, and the electrons are then gained by the non-metal atom, becoming a negatively charged anion. The two oppositely charged ions attract one another, and the ionic bond is the electrostatic force of attraction between them. For example, sodium (Na), a metal, loses one electron to become an Na+ cation while chlorine (Cl), a non-metal, gains this electron to become Cl−. The ions are held together due to electrostatic attraction, and that compound sodium chloride (NaCl), or common table salt, is formed.
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In a covalent bond, one or more pairs of valence electrons are shared by two atoms: the resulting electrically neutral group of bonded atoms is termed a molecule. Atoms will share valence electrons in such a way as to create a noble gas electron configuration (eight electrons in their outermost shell) for each atom. Atoms that tend to combine in such a way that they each have eight electrons in their valence shell are said to follow the octet rule. However, some elements like hydrogen and lithium need only two electrons in their outermost shell to attain this stable configuration; these atoms are said to follow the duet rule, and in this way they are reaching the electron configuration of the noble gas helium, which has two electrons in its outer shell.
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Similarly, theories from classical physics can be used to predict many ionic structures. With more complicated compounds, such as metal complexes, valence bond theory is less applicable and alternative approaches, such as the molecular orbital theory, are generally used. See diagram on electronic orbitals.
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In the context of chemistry, energy is an attribute of a substance as a consequence of its atomic, molecular or aggregate structure. Since a chemical transformation is accompanied by a change in one or more of these kinds of structures, it is invariably accompanied by an increase or decrease of energy of the substances involved. Some energy is transferred between the surroundings and the reactants of the reaction in the form of heat or light; thus the products of a reaction may have more or less energy than the reactants.
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A reaction is said to be exergonic if the final state is lower on the energy scale than the initial state; in the case of endergonic reactions the situation is the reverse. A reaction is said to be exothermic if the reaction releases heat to the surroundings; in the case of endothermic reactions, the reaction absorbs heat from the surroundings.
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Chemical reactions are invariably not possible unless the reactants surmount an energy barrier known as the activation energy. The speed of a chemical reaction (at given temperature T) is related to the activation energy E, by the Boltzmann's population factor
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e
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−
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E
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/
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k
|
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T
|
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{\displaystyle e^{-E/kT}}
|
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+
|
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+
– that is the probability of a molecule to have energy greater than or equal to E at the given temperature T. This exponential dependence of a reaction rate on temperature is known as the Arrhenius equation.
|
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+
The activation energy necessary for a chemical reaction to occur can be in the form of heat, light, electricity or mechanical force in the form of ultrasound.[28]
|
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+
|
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+
A related concept free energy, which also incorporates entropy considerations, is a very useful means for predicting the feasibility of a reaction and determining the state of equilibrium of a chemical reaction, in chemical thermodynamics. A reaction is feasible only if the total change in the Gibbs free energy is negative,
|
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Δ
|
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G
|
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≤
|
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0
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|
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{\displaystyle \Delta G\leq 0\,}
|
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+
; if it is equal to zero the chemical reaction is said to be at equilibrium.
|
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There exist only limited possible states of energy for electrons, atoms and molecules. These are determined by the rules of quantum mechanics, which require quantization of energy of a bound system. The atoms/molecules in a higher energy state are said to be excited. The molecules/atoms of substance in an excited energy state are often much more reactive; that is, more amenable to chemical reactions.
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The phase of a substance is invariably determined by its energy and the energy of its surroundings. When the intermolecular forces of a substance are such that the energy of the surroundings is not sufficient to overcome them, it occurs in a more ordered phase like liquid or solid as is the case with water (H2O); a liquid at room temperature because its molecules are bound by hydrogen bonds.[29] Whereas hydrogen sulfide (H2S) is a gas at room temperature and standard pressure, as its molecules are bound by weaker dipole-dipole interactions.
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The transfer of energy from one chemical substance to another depends on the size of energy quanta emitted from one substance. However, heat energy is often transferred more easily from almost any substance to another because the phonons responsible for vibrational and rotational energy levels in a substance have much less energy than photons invoked for the electronic energy transfer. Thus, because vibrational and rotational energy levels are more closely spaced than electronic energy levels, heat is more easily transferred between substances relative to light or other forms of electronic energy. For example, ultraviolet electromagnetic radiation is not transferred with as much efficacy from one substance to another as thermal or electrical energy.
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The existence of characteristic energy levels for different chemical substances is useful for their identification by the analysis of spectral lines. Different kinds of spectra are often used in chemical spectroscopy, e.g. IR, microwave, NMR, ESR, etc. Spectroscopy is also used to identify the composition of remote objects – like stars and distant galaxies – by analyzing their radiation spectra.
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The term chemical energy is often used to indicate the potential of a chemical substance to undergo a transformation through a chemical reaction or to transform other chemical substances.
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When a chemical substance is transformed as a result of its interaction with another substance or with energy, a chemical reaction is said to have occurred. A chemical reaction is therefore a concept related to the "reaction" of a substance when it comes in close contact with another, whether as a mixture or a solution; exposure to some form of energy, or both. It results in some energy exchange between the constituents of the reaction as well as with the system environment, which may be designed vessels—often laboratory glassware.
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Chemical reactions can result in the formation or dissociation of molecules, that is, molecules breaking apart to form two or more molecules or rearrangement of atoms within or across molecules. Chemical reactions usually involve the making or breaking of chemical bonds. Oxidation, reduction, dissociation, acid-base neutralization and molecular rearrangement are some of the commonly used kinds of chemical reactions.
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A chemical reaction can be symbolically depicted through a chemical equation. While in a non-nuclear chemical reaction the number and kind of atoms on both sides of the equation are equal, for a nuclear reaction this holds true only for the nuclear particles viz. protons and neutrons.[30]
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The sequence of steps in which the reorganization of chemical bonds may be taking place in the course of a chemical reaction is called its mechanism. A chemical reaction can be envisioned to take place in a number of steps, each of which may have a different speed. Many reaction intermediates with variable stability can thus be envisaged during the course of a reaction. Reaction mechanisms are proposed to explain the kinetics and the relative product mix of a reaction. Many physical chemists specialize in exploring and proposing the mechanisms of various chemical reactions. Several empirical rules, like the Woodward–Hoffmann rules often come in handy while proposing a mechanism for a chemical reaction.
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According to the IUPAC gold book, a chemical reaction is "a process that results in the interconversion of chemical species."[31] Accordingly, a chemical reaction may be an elementary reaction or a stepwise reaction. An additional caveat is made, in that this definition includes cases where the interconversion of conformers is experimentally observable. Such detectable chemical reactions normally involve sets of molecular entities as indicated by this definition, but it is often conceptually convenient to use the term also for changes involving single molecular entities (i.e. 'microscopic chemical events').
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An ion is a charged species, an atom or a molecule, that has lost or gained one or more electrons. When an atom loses an electron and thus has more protons than electrons, the atom is a positively charged ion or cation. When an atom gains an electron and thus has more electrons than protons, the atom is a negatively charged ion or anion. Cations and anions can form a crystalline lattice of neutral salts, such as the Na+ and Cl− ions forming sodium chloride, or NaCl. Examples of polyatomic ions that do not split up during acid-base reactions are hydroxide (OH−) and phosphate (PO43−).
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Plasma is composed of gaseous matter that has been completely ionized, usually through high temperature.
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A substance can often be classified as an acid or a base. There are several different theories which explain acid-base behavior. The simplest is Arrhenius theory, which states that acid is a substance that produces hydronium ions when it is dissolved in water, and a base is one that produces hydroxide ions when dissolved in water. According to Brønsted–Lowry acid-base theory, acids are substances that donate a positive hydrogen ion to another substance in a chemical reaction; by extension, a base is the substance which receives that hydrogen ion.
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A third common theory is Lewis acid-base theory, which is based on the formation of new chemical bonds. Lewis theory explains that an acid is a substance which is capable of accepting a pair of electrons from another substance during the process of bond formation, while a base is a substance which can provide a pair of electrons to form a new bond. According to this theory, the crucial things being exchanged are charges.[32] There are several other ways in which a substance may be classified as an acid or a base, as is evident in the history of this concept.[33]
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Acid strength is commonly measured by two methods. One measurement, based on the Arrhenius definition of acidity, is pH, which is a measurement of the hydronium ion concentration in a solution, as expressed on a negative logarithmic scale. Thus, solutions that have a low pH have a high hydronium ion concentration and can be said to be more acidic. The other measurement, based on the Brønsted–Lowry definition, is the acid dissociation constant (Ka), which measures the relative ability of a substance to act as an acid under the Brønsted–Lowry definition of an acid. That is, substances with a higher Ka are more likely to donate hydrogen ions in chemical reactions than those with lower Ka values.
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Redox (reduction-oxidation) reactions include all chemical reactions in which atoms have their oxidation state changed by either gaining electrons (reduction) or losing electrons (oxidation). Substances that have the ability to oxidize other substances are said to be oxidative and are known as oxidizing agents, oxidants or oxidizers. An oxidant removes electrons from another substance. Similarly, substances that have the ability to reduce other substances are said to be reductive and are known as reducing agents, reductants, or reducers.
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A reductant transfers electrons to another substance and is thus oxidized itself. And because it "donates" electrons it is also called an electron donor. Oxidation and reduction properly refer to a change in oxidation number—the actual transfer of electrons may never occur. Thus, oxidation is better defined as an increase in oxidation number, and reduction as a decrease in oxidation number.
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Although the concept of equilibrium is widely used across sciences, in the context of chemistry, it arises whenever a number of different states of the chemical composition are possible, as for example, in a mixture of several chemical compounds that can react with one another, or when a substance can be present in more than one kind of phase.
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A system of chemical substances at equilibrium, even though having an unchanging composition, is most often not static; molecules of the substances continue to react with one another thus giving rise to a dynamic equilibrium. Thus the concept describes the state in which the parameters such as chemical composition remain unchanged over time.
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Chemical reactions are governed by certain laws, which have become fundamental concepts in chemistry. Some of them are:
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The history of chemistry spans a period from very old times to the present. Since several millennia BC, civilizations were using technologies that would eventually form the basis of the various branches of chemistry. Examples include extracting metals from ores, making pottery and glazes, fermenting beer and wine, extracting chemicals from plants for medicine and perfume, rendering fat into soap, making glass, and making alloys like bronze. Chemistry was preceded by its protoscience, alchemy, which is an intuitive but non-scientific approach to understanding the constituents of matter and their interactions. It was unsuccessful in explaining the nature of matter and its transformations, but, by performing experiments and recording the results, alchemists set the stage for modern chemistry. Chemistry as a body of knowledge distinct from alchemy began to emerge when a clear differentiation was made between them by Robert Boyle in his work The Sceptical Chymist (1661). While both alchemy and chemistry are concerned with matter and its transformations, the crucial difference was given by the scientific method that chemists employed in their work. Chemistry is considered to have become an established science with the work of Antoine Lavoisier, who developed a law of conservation of mass that demanded careful measurement and quantitative observations of chemical phenomena. The history of chemistry is intertwined with the history of thermodynamics, especially through the work of Willard Gibbs.[34]
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The definition of chemistry has changed over time, as new discoveries and theories add to the functionality of the science. The term "chymistry", in the view of noted scientist Robert Boyle in 1661, meant the subject of the material principles of mixed bodies.[35] In 1663, the chemist Christopher Glaser described "chymistry" as a scientific art, by which one learns to dissolve bodies, and draw from them the different substances on their composition, and how to unite them again, and exalt them to a higher perfection.[36]
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The 1730 definition of the word "chemistry", as used by Georg Ernst Stahl, meant the art of resolving mixed, compound, or aggregate bodies into their principles; and of composing such bodies from those principles.[37] In 1837, Jean-Baptiste Dumas considered the word "chemistry" to refer to the science concerned with the laws and effects of molecular forces.[38] This definition further evolved until, in 1947, it came to mean the science of substances: their structure, their properties, and the reactions that change them into other substances – a characterization accepted by Linus Pauling.[39] More recently, in 1998, Professor Raymond Chang broadened the definition of "chemistry" to mean the study of matter and the changes it undergoes.[40]
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Early civilizations, such as the Egyptians[41] Babylonians, Indians[42] amassed practical knowledge concerning the arts of metallurgy, pottery and dyes, but didn't develop a systematic theory.
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A basic chemical hypothesis first emerged in Classical Greece with the theory of four elements as propounded definitively by Aristotle stating that fire, air, earth and water were the fundamental elements from which everything is formed as a combination. Greek atomism dates back to 440 BC, arising in works by philosophers such as Democritus and Epicurus. In 50 BCE, the Roman philosopher Lucretius expanded upon the theory in his book De rerum natura (On The Nature of Things).[43][44] Unlike modern concepts of science, Greek atomism was purely philosophical in nature, with little concern for empirical observations and no concern for chemical experiments.[45]
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An early form of the idea of conservation of mass is the notion that "Nothing comes from nothing" in Ancient Greek philosophy, which can be found in Empedocles (approx. 4th century BC): "For it is impossible for anything to come to be from what is not, and it cannot be brought about or heard of that what is should be utterly destroyed."[46] and Epicurus (3rd century BC), who, describing the nature of the Universe, wrote that "the totality of things was always such as it is now, and always will be".[47]
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In the Hellenistic world the art of alchemy first proliferated, mingling magic and occultism into the study of natural substances with the ultimate goal of transmuting elements into gold and discovering the elixir of eternal life.[48] Work, particularly the development of distillation, continued in the early Byzantine period with the most famous practitioner being the 4th century Greek-Egyptian Zosimos of Panopolis.[49] Alchemy continued to be developed and practised throughout the Arab world after the Muslim conquests,[50] and from there, and from the Byzantine remnants,[51] diffused into medieval and Renaissance Europe through Latin translations.
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The development of the modern scientific method was slow and arduous, but an early scientific method for chemistry began emerging among early Muslim chemists, beginning with the 9th century Perso-Arab chemist Jābir ibn Hayyān (known as "Geber" in Europe), who is sometimes referred to as "the father of chemistry".[52][53][54][55] He introduced a systematic and experimental approach to scientific research based in the laboratory, in contrast to the ancient Greek and Egyptian alchemists whose works were largely allegorical and often unintelligible.[56] He also introduced the alembic (al-anbiq) of Persian encyclopedist Ibn al-Awwam to Europe, chemically analyzed many chemical substances, composed lapidaries, distinguished between alkalis and acids, and manufactured hundreds of drugs.[57] His books strongly influenced the medieval European alchemists and justified their search for the philosopher's stone.[58][59]
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In the Middle Ages, Jabir's treatises on alchemy were translated into Latin and became standard texts for European alchemists. These include the Kitab al-Kimya (titled Book of the Composition of Alchemy in Europe), translated by Robert of Chester (1144); and the Kitab al-Sab'een (Book of Seventy) by Gerard of Cremona (before 1187). Later influential Muslim philosophers, such as Abū al-Rayhān al-Bīrūnī,[60] Avicenna[61] and Al-Kindi disputed the theories of alchemy, particularly the theory of the transmutation of metals; and al-Tusi described a version of the conservation of mass, noting that a body of matter is able to change but is not able to disappear.[62]
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Under the influence of the new empirical methods propounded by Sir Francis Bacon and others, a group of chemists at Oxford, Robert Boyle, Robert Hooke and John Mayow began to reshape the old alchemical traditions into a scientific discipline. Boyle in particular is regarded as the founding father of chemistry due to his most important work, the classic chemistry text The Sceptical Chymist where the differentiation is made between the claims of alchemy and the empirical scientific discoveries of the new chemistry.[63] He formulated Boyle's law, rejected the classical "four elements" and proposed a mechanistic alternative of atoms and chemical reactions that could be subject to rigorous experiment.[64]
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The theory of phlogiston (a substance at the root of all combustion) was propounded by the German Georg Ernst Stahl in the early 18th century and was only overturned by the end of the century by the French chemist Antoine Lavoisier, the chemical analogue of Newton in physics; who did more than any other to establish the new science on proper theoretical footing, by elucidating the principle of conservation of mass and developing a new system of chemical nomenclature used to this day.[66]
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Before his work, though, many important discoveries had been made, specifically relating to the nature of 'air' which was discovered to be composed of many different gases. The Scottish chemist Joseph Black (the first experimental chemist) and the Dutchman J.B. van Helmont discovered carbon dioxide, or what Black called 'fixed air' in 1754; Henry Cavendish discovered hydrogen and elucidated its properties and Joseph Priestley and, independently, Carl Wilhelm Scheele isolated pure oxygen.
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English scientist John Dalton proposed the modern theory of atoms; that all substances are composed of indivisible 'atoms' of matter and that different atoms have varying atomic weights.
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The development of the electrochemical theory of chemical combinations occurred in the early 19th century as the result of the work of two scientists in particular, J.J. Berzelius and Humphry Davy, made possible by the prior invention of the voltaic pile by Alessandro Volta. Davy discovered nine new elements including the alkali metals by extracting them from their oxides with electric current.[67]
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British William Prout first proposed ordering all the elements by their atomic weight as all atoms had a weight that was an exact multiple of the atomic weight of hydrogen. J.A.R. Newlands devised an early table of elements, which was then developed into the modern periodic table of elements[70] in the 1860s by Dmitri Mendeleev and independently by several other scientists including Julius Lothar Meyer.[71][72] The inert gases, later called the noble gases were discovered by William Ramsay in collaboration with Lord Rayleigh at the end of the century, thereby filling in the basic structure of the table.
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At the turn of the twentieth century the theoretical underpinnings of chemistry were finally understood due to a series of remarkable discoveries that succeeded in probing and discovering the very nature of the internal structure of atoms. In 1897, J.J. Thomson of Cambridge University discovered the electron and soon after the French scientist Becquerel as well as the couple Pierre and Marie Curie investigated the phenomenon of radioactivity. In a series of pioneering scattering experiments Ernest Rutherford at the University of Manchester discovered the internal structure of the atom and the existence of the proton, classified and explained the different types of radioactivity and successfully transmuted the first element by bombarding nitrogen with alpha particles.
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His work on atomic structure was improved on by his students, the Danish physicist Niels Bohr and Henry Moseley. The electronic theory of chemical bonds and molecular orbitals was developed by the American scientists Linus Pauling and Gilbert N. Lewis.
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The year 2011 was declared by the United Nations as the International Year of Chemistry.[73] It was an initiative of the International Union of Pure and Applied Chemistry, and of the United Nations Educational, Scientific, and Cultural Organization and involves chemical societies, academics, and institutions worldwide and relied on individual initiatives to organize local and regional activities.
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Organic chemistry was developed by Justus von Liebig and others, following Friedrich Wöhler's synthesis of urea which proved that living organisms were, in theory, reducible to chemistry.[74] Other crucial 19th century advances were; an understanding of valence bonding (Edward Frankland in 1852) and the application of thermodynamics to chemistry (J. W. Gibbs and Svante Arrhenius in the 1870s).
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Chemistry is typically divided into several major sub-disciplines. There are also several main cross-disciplinary and more specialized fields of chemistry.[75]
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Other disciplines within chemistry are traditionally grouped by the type of matter being studied or the kind of study. These include inorganic chemistry, the study of inorganic matter; organic chemistry, the study of organic (carbon-based) matter; biochemistry, the study of substances found in biological organisms; physical chemistry, the study of chemical processes using physical concepts such as thermodynamics and quantum mechanics; and analytical chemistry, the analysis of material samples to gain an understanding of their chemical composition and structure. Many more specialized disciplines have emerged in recent years, e.g. neurochemistry the chemical study of the nervous system (see subdisciplines).
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Other fields include agrochemistry, astrochemistry (and cosmochemistry), atmospheric chemistry, chemical engineering, chemical biology, chemo-informatics, electrochemistry, environmental chemistry, femtochemistry, flavor chemistry, flow chemistry, geochemistry, green chemistry, histochemistry, history of chemistry, hydrogenation chemistry, immunochemistry, marine chemistry, materials science, mathematical chemistry, mechanochemistry, medicinal chemistry, molecular biology, molecular mechanics, nanotechnology, natural product chemistry, oenology, organometallic chemistry, petrochemistry, pharmacology, photochemistry, physical organic chemistry, phytochemistry, polymer chemistry, radiochemistry, solid-state chemistry, sonochemistry, supramolecular chemistry, surface chemistry, synthetic chemistry, thermochemistry, and many others.
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The chemical industry represents an important economic activity worldwide. The global top 50 chemical producers in 2013 had sales of US$980.5 billion with a profit margin of 10.3%.[77]
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"To form an idea of the historical place of Jabir's alchemy and to tackle the problem of its sources, it is advisable to compare it with what remains to us of the alchemical literature in the Greek language. One knows in which miserable state this literature reached us. Collected by Byzantine scientists from the tenth century, the corpus of the Greek alchemists is a cluster of incoherent fragments, going back to all the times since the third century until the end of the Middle Ages."
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"The efforts of Berthelot and Ruelle to put a little order in this mass of literature led only to poor results, and the later researchers, among them in particular Mrs. Hammer-Jensen, Tannery, Lagercrantz, von Lippmann, Reitzenstein, Ruska, Bidez, Festugiere and others, could make clear only few points of detail…
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The study of the Greek alchemists is not very encouraging. An even surface examination of the Greek texts shows that a very small part only was organized according to true experiments of laboratory: even the supposedly technical writings, in the state where we find them today, are unintelligible nonsense which refuses any interpretation.
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It is different with Jabir's alchemy. The relatively clear description of the processes and the alchemical apparatuses, the methodical classification of the substances, mark an experimental spirit which is extremely far away from the weird and odd esotericism of the Greek texts. The theory on which Jabir supports his operations is one of clearness and of an impressive unity. More than with the other Arab authors, one notes with him a balance between theoretical teaching and practical teaching, between the `ilm and the `amal. In vain one would seek in the Greek texts a work as systematic as that which is presented for example in the Book of Seventy."
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(cf. Ahmad Y Hassan. "A Critical Reassessment of the Geber Problem: Part Three". Archived from the original on 2008-11-20. Retrieved 2008-08-09.)
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Chemistry is the scientific discipline involved with elements and compounds composed of atoms, molecules and ions: their composition, structure, properties, behavior and the changes they undergo during a reaction with other substances.[1][2]
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In the scope of its subject, chemistry occupies an intermediate position between physics and biology.[3] It is sometimes called the central science because it provides a foundation for understanding both basic and applied scientific disciplines at a fundamental level.[4] For example, chemistry explains aspects of plant chemistry (botany), the formation of igneous rocks (geology), how atmospheric ozone is formed and how environmental pollutants are degraded (ecology), the properties of the soil on the moon (astrophysics), how medications work (pharmacology), and how to collect DNA evidence at a crime scene (forensics).
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Chemistry addresses topics such as how atoms and molecules interact via chemical bonds to form new chemical compounds. There are four types of chemical bonds: covalent bonds, in which compounds share one or more electron(s); ionic bonds, in which a compound donates one or more electrons to another compound to produce ions (cations and anions); hydrogen bonds; and Van der Waals force bonds.
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The word chemistry comes from alchemy, which referred to an earlier set of practices that encompassed elements of chemistry, metallurgy, philosophy, astrology, astronomy, mysticism and medicine. It is often seen as linked to the quest to turn lead or another common starting material into gold,[5] though in ancient times, the study encompassed many of the questions of modern chemistry being defined as the study of the composition of waters, movement, growth, embodying, disembodying, drawing the spirits from bodies and bonding the spirits within bodies by the early 4th century Greek-Egyptian alchemist Zosimos.[6] An alchemist was called a 'chemist' in popular speech, and later the suffix "-ry" was added to this to describe the art of the chemist as "chemistry".
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The modern word alchemy in turn is derived from the Arabic word al-kīmīā (الكیمیاء). In origin, the term is borrowed from the Greek χημία or χημεία.[7][8] This may have Egyptian origins since al-kīmīā is derived from the Greek χημία, which is in turn derived from the word Kemet, which is the ancient name of Egypt in the Egyptian language.[7] Alternately, al-kīmīā may derive from χημεία, meaning "cast together".[9]
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The current model of atomic structure is the quantum mechanical model.[10] Traditional chemistry starts with the study of elementary particles, atoms, molecules,[11] substances, metals, crystals and other aggregates of matter. Matter can be studied in solid, liquid, gas and plasma states, in isolation or in combination. The interactions, reactions and transformations that are studied in chemistry are usually the result of interactions between atoms, leading to rearrangements of the chemical bonds which hold atoms together. Such behaviors are studied in a chemistry laboratory.
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The chemistry laboratory stereotypically uses various forms of laboratory glassware. However glassware is not central to chemistry, and a great deal of experimental (as well as applied/industrial) chemistry is done without it.
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A chemical reaction is a transformation of some substances into one or more different substances.[12] The basis of such a chemical transformation is the rearrangement of electrons in the chemical bonds between atoms. It can be symbolically depicted through a chemical equation, which usually involves atoms as subjects. The number of atoms on the left and the right in the equation for a chemical transformation is equal. (When the number of atoms on either side is unequal, the transformation is referred to as a nuclear reaction or radioactive decay.) The type of chemical reactions a substance may undergo and the energy changes that may accompany it are constrained by certain basic rules, known as chemical laws.
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Energy and entropy considerations are invariably important in almost all chemical studies. Chemical substances are classified in terms of their structure, phase, as well as their chemical compositions. They can be analyzed using the tools of chemical analysis, e.g. spectroscopy and chromatography. Scientists engaged in chemical research are known as chemists.[13] Most chemists specialize in one or more sub-disciplines. Several concepts are essential for the study of chemistry; some of them are:[14]
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In chemistry, matter is defined as anything that has rest mass and volume (it takes up space) and is made up of particles. The particles that make up matter have rest mass as well – not all particles have rest mass, such as the photon. Matter can be a pure chemical substance or a mixture of substances.[15]
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The atom is the basic unit of chemistry. It consists of a dense core called the atomic nucleus surrounded by a space occupied by an electron cloud. The nucleus is made up of positively charged protons and uncharged neutrons (together called nucleons), while the electron cloud consists of negatively charged electrons which orbit the nucleus. In a neutral atom, the negatively charged electrons balance out the positive charge of the protons. The nucleus is dense; the mass of a nucleon is approximately 1,836 times that of an electron, yet the radius of an atom is about 10,000 times that of its nucleus.[16][17]
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The atom is also the smallest entity that can be envisaged to retain the chemical properties of the element, such as electronegativity, ionization potential, preferred oxidation state(s), coordination number, and preferred types of bonds to form (e.g., metallic, ionic, covalent).
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A chemical element is a pure substance which is composed of a single type of atom, characterized by its particular number of protons in the nuclei of its atoms, known as the atomic number and represented by the symbol Z. The mass number is the sum of the number of protons and neutrons in a nucleus. Although all the nuclei of all atoms belonging to one element will have the same atomic number, they may not necessarily have the same mass number; atoms of an element which have different mass numbers are known as isotopes. For example, all atoms with 6 protons in their nuclei are atoms of the chemical element carbon, but atoms of carbon may have mass numbers of 12 or 13.[17]
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The standard presentation of the chemical elements is in the periodic table, which orders elements by atomic number. The periodic table is arranged in groups, or columns, and periods, or rows. The periodic table is useful in identifying periodic trends.[18]
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+
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31 |
+
A compound is a pure chemical substance composed of more than one element. The properties of a compound bear little similarity to those of its elements.[19] The standard nomenclature of compounds is set by the International Union of Pure and Applied Chemistry (IUPAC). Organic compounds are named according to the organic nomenclature system.[20] The names for inorganic compounds are created according to the inorganic nomenclature system. When a compound has more than one component, then they are divided into two classes, the electropositive and the electronegative components.[21] In addition the Chemical Abstracts Service has devised a method to index chemical substances. In this scheme each chemical substance is identifiable by a number known as its CAS registry number.
|
32 |
+
|
33 |
+
A molecule is the smallest indivisible portion of a pure chemical substance that has its unique set of chemical properties, that is, its potential to undergo a certain set of chemical reactions with other substances. However, this definition only works well for substances that are composed of molecules, which is not true of many substances (see below). Molecules are typically a set of atoms bound together by covalent bonds, such that the structure is electrically neutral and all valence electrons are paired with other electrons either in bonds or in lone pairs.
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Thus, molecules exist as electrically neutral units, unlike ions. When this rule is broken, giving the "molecule" a charge, the result is sometimes named a molecular ion or a polyatomic ion. However, the discrete and separate nature of the molecular concept usually requires that molecular ions be present only in well-separated form, such as a directed beam in a vacuum in a mass spectrometer. Charged polyatomic collections residing in solids (for example, common sulfate or nitrate ions) are generally not considered "molecules" in chemistry. Some molecules contain one or more unpaired electrons, creating radicals. Most radicals are comparatively reactive, but some, such as nitric oxide (NO) can be stable.
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The "inert" or noble gas elements (helium, neon, argon, krypton, xenon and radon) are composed of lone atoms as their smallest discrete unit, but the other isolated chemical elements consist of either molecules or networks of atoms bonded to each other in some way. Identifiable molecules compose familiar substances such as water, air, and many organic compounds like alcohol, sugar, gasoline, and the various pharmaceuticals.
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However, not all substances or chemical compounds consist of discrete molecules, and indeed most of the solid substances that make up the solid crust, mantle, and core of the Earth are chemical compounds without molecules. These other types of substances, such as ionic compounds and network solids, are organized in such a way as to lack the existence of identifiable molecules per se. Instead, these substances are discussed in terms of formula units or unit cells as the smallest repeating structure within the substance. Examples of such substances are mineral salts (such as table salt), solids like carbon and diamond, metals, and familiar silica and silicate minerals such as quartz and granite.
|
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+
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+
One of the main characteristics of a molecule is its geometry often called its structure. While the structure of diatomic, triatomic or tetra-atomic molecules may be trivial, (linear, angular pyramidal etc.) the structure of polyatomic molecules, that are constituted of more than six atoms (of several elements) can be crucial for its chemical nature.
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+
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A chemical substance is a kind of matter with a definite composition and set of properties.[22] A collection of substances is called a mixture. Examples of mixtures are air and alloys.[23]
|
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+
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The mole is a unit of measurement that denotes an amount of substance (also called chemical amount). The mole is defined as the number of atoms found in exactly 0.012 kilogram (or 12 grams) of carbon-12, where the carbon-12 atoms are unbound, at rest and in their ground state.[24] The number of entities per mole is known as the Avogadro constant, and is determined empirically to be approximately 6.022×1023 mol−1.[25] Molar concentration is the amount of a particular substance per volume of solution, and is commonly reported in mol/dm3.[26]
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+
In addition to the specific chemical properties that distinguish different chemical classifications, chemicals can exist in several phases. For the most part, the chemical classifications are independent of these bulk phase classifications; however, some more exotic phases are incompatible with certain chemical properties. A phase is a set of states of a chemical system that have similar bulk structural properties, over a range of conditions, such as pressure or temperature.
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Physical properties, such as density and refractive index tend to fall within values characteristic of the phase. The phase of matter is defined by the phase transition, which is when energy put into or taken out of the system goes into rearranging the structure of the system, instead of changing the bulk conditions.
|
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+
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Sometimes the distinction between phases can be continuous instead of having a discrete boundary' in this case the matter is considered to be in a supercritical state. When three states meet based on the conditions, it is known as a triple point and since this is invariant, it is a convenient way to define a set of conditions.
|
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+
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53 |
+
The most familiar examples of phases are solids, liquids, and gases. Many substances exhibit multiple solid phases. For example, there are three phases of solid iron (alpha, gamma, and delta) that vary based on temperature and pressure. A principal difference between solid phases is the crystal structure, or arrangement, of the atoms. Another phase commonly encountered in the study of chemistry is the aqueous phase, which is the state of substances dissolved in aqueous solution (that is, in water).
|
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55 |
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Less familiar phases include plasmas, Bose–Einstein condensates and fermionic condensates and the paramagnetic and ferromagnetic phases of magnetic materials. While most familiar phases deal with three-dimensional systems, it is also possible to define analogs in two-dimensional systems, which has received attention for its relevance to systems in biology.
|
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+
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Atoms sticking together in molecules or crystals are said to be bonded with one another. A chemical bond may be visualized as the multipole balance between the positive charges in the nuclei and the negative charges oscillating about them.[27] More than simple attraction and repulsion, the energies and distributions characterize the availability of an electron to bond to another atom.
|
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+
|
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A chemical bond can be a covalent bond, an ionic bond, a hydrogen bond or just because of Van der Waals force. Each of these kinds of bonds is ascribed to some potential. These potentials create the interactions which hold atoms together in molecules or crystals. In many simple compounds, valence bond theory, the Valence Shell Electron Pair Repulsion model (VSEPR), and the concept of oxidation number can be used to explain molecular structure and composition.
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An ionic bond is formed when a metal loses one or more of its electrons, becoming a positively charged cation, and the electrons are then gained by the non-metal atom, becoming a negatively charged anion. The two oppositely charged ions attract one another, and the ionic bond is the electrostatic force of attraction between them. For example, sodium (Na), a metal, loses one electron to become an Na+ cation while chlorine (Cl), a non-metal, gains this electron to become Cl−. The ions are held together due to electrostatic attraction, and that compound sodium chloride (NaCl), or common table salt, is formed.
|
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+
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In a covalent bond, one or more pairs of valence electrons are shared by two atoms: the resulting electrically neutral group of bonded atoms is termed a molecule. Atoms will share valence electrons in such a way as to create a noble gas electron configuration (eight electrons in their outermost shell) for each atom. Atoms that tend to combine in such a way that they each have eight electrons in their valence shell are said to follow the octet rule. However, some elements like hydrogen and lithium need only two electrons in their outermost shell to attain this stable configuration; these atoms are said to follow the duet rule, and in this way they are reaching the electron configuration of the noble gas helium, which has two electrons in its outer shell.
|
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Similarly, theories from classical physics can be used to predict many ionic structures. With more complicated compounds, such as metal complexes, valence bond theory is less applicable and alternative approaches, such as the molecular orbital theory, are generally used. See diagram on electronic orbitals.
|
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+
In the context of chemistry, energy is an attribute of a substance as a consequence of its atomic, molecular or aggregate structure. Since a chemical transformation is accompanied by a change in one or more of these kinds of structures, it is invariably accompanied by an increase or decrease of energy of the substances involved. Some energy is transferred between the surroundings and the reactants of the reaction in the form of heat or light; thus the products of a reaction may have more or less energy than the reactants.
|
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A reaction is said to be exergonic if the final state is lower on the energy scale than the initial state; in the case of endergonic reactions the situation is the reverse. A reaction is said to be exothermic if the reaction releases heat to the surroundings; in the case of endothermic reactions, the reaction absorbs heat from the surroundings.
|
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|
71 |
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Chemical reactions are invariably not possible unless the reactants surmount an energy barrier known as the activation energy. The speed of a chemical reaction (at given temperature T) is related to the activation energy E, by the Boltzmann's population factor
|
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|
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e
|
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−
|
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+
E
|
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|
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/
|
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+
|
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k
|
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+
T
|
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+
|
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+
|
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|
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|
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+
{\displaystyle e^{-E/kT}}
|
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+
|
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+
– that is the probability of a molecule to have energy greater than or equal to E at the given temperature T. This exponential dependence of a reaction rate on temperature is known as the Arrhenius equation.
|
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+
The activation energy necessary for a chemical reaction to occur can be in the form of heat, light, electricity or mechanical force in the form of ultrasound.[28]
|
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+
|
94 |
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A related concept free energy, which also incorporates entropy considerations, is a very useful means for predicting the feasibility of a reaction and determining the state of equilibrium of a chemical reaction, in chemical thermodynamics. A reaction is feasible only if the total change in the Gibbs free energy is negative,
|
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|
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|
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Δ
|
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G
|
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≤
|
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0
|
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+
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+
|
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+
|
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{\displaystyle \Delta G\leq 0\,}
|
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+
|
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+
; if it is equal to zero the chemical reaction is said to be at equilibrium.
|
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+
|
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+
There exist only limited possible states of energy for electrons, atoms and molecules. These are determined by the rules of quantum mechanics, which require quantization of energy of a bound system. The atoms/molecules in a higher energy state are said to be excited. The molecules/atoms of substance in an excited energy state are often much more reactive; that is, more amenable to chemical reactions.
|
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|
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The phase of a substance is invariably determined by its energy and the energy of its surroundings. When the intermolecular forces of a substance are such that the energy of the surroundings is not sufficient to overcome them, it occurs in a more ordered phase like liquid or solid as is the case with water (H2O); a liquid at room temperature because its molecules are bound by hydrogen bonds.[29] Whereas hydrogen sulfide (H2S) is a gas at room temperature and standard pressure, as its molecules are bound by weaker dipole-dipole interactions.
|
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+
|
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+
The transfer of energy from one chemical substance to another depends on the size of energy quanta emitted from one substance. However, heat energy is often transferred more easily from almost any substance to another because the phonons responsible for vibrational and rotational energy levels in a substance have much less energy than photons invoked for the electronic energy transfer. Thus, because vibrational and rotational energy levels are more closely spaced than electronic energy levels, heat is more easily transferred between substances relative to light or other forms of electronic energy. For example, ultraviolet electromagnetic radiation is not transferred with as much efficacy from one substance to another as thermal or electrical energy.
|
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+
|
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The existence of characteristic energy levels for different chemical substances is useful for their identification by the analysis of spectral lines. Different kinds of spectra are often used in chemical spectroscopy, e.g. IR, microwave, NMR, ESR, etc. Spectroscopy is also used to identify the composition of remote objects – like stars and distant galaxies – by analyzing their radiation spectra.
|
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|
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The term chemical energy is often used to indicate the potential of a chemical substance to undergo a transformation through a chemical reaction or to transform other chemical substances.
|
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+
|
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+
When a chemical substance is transformed as a result of its interaction with another substance or with energy, a chemical reaction is said to have occurred. A chemical reaction is therefore a concept related to the "reaction" of a substance when it comes in close contact with another, whether as a mixture or a solution; exposure to some form of energy, or both. It results in some energy exchange between the constituents of the reaction as well as with the system environment, which may be designed vessels—often laboratory glassware.
|
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|
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Chemical reactions can result in the formation or dissociation of molecules, that is, molecules breaking apart to form two or more molecules or rearrangement of atoms within or across molecules. Chemical reactions usually involve the making or breaking of chemical bonds. Oxidation, reduction, dissociation, acid-base neutralization and molecular rearrangement are some of the commonly used kinds of chemical reactions.
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+
A chemical reaction can be symbolically depicted through a chemical equation. While in a non-nuclear chemical reaction the number and kind of atoms on both sides of the equation are equal, for a nuclear reaction this holds true only for the nuclear particles viz. protons and neutrons.[30]
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|
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The sequence of steps in which the reorganization of chemical bonds may be taking place in the course of a chemical reaction is called its mechanism. A chemical reaction can be envisioned to take place in a number of steps, each of which may have a different speed. Many reaction intermediates with variable stability can thus be envisaged during the course of a reaction. Reaction mechanisms are proposed to explain the kinetics and the relative product mix of a reaction. Many physical chemists specialize in exploring and proposing the mechanisms of various chemical reactions. Several empirical rules, like the Woodward–Hoffmann rules often come in handy while proposing a mechanism for a chemical reaction.
|
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|
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According to the IUPAC gold book, a chemical reaction is "a process that results in the interconversion of chemical species."[31] Accordingly, a chemical reaction may be an elementary reaction or a stepwise reaction. An additional caveat is made, in that this definition includes cases where the interconversion of conformers is experimentally observable. Such detectable chemical reactions normally involve sets of molecular entities as indicated by this definition, but it is often conceptually convenient to use the term also for changes involving single molecular entities (i.e. 'microscopic chemical events').
|
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An ion is a charged species, an atom or a molecule, that has lost or gained one or more electrons. When an atom loses an electron and thus has more protons than electrons, the atom is a positively charged ion or cation. When an atom gains an electron and thus has more electrons than protons, the atom is a negatively charged ion or anion. Cations and anions can form a crystalline lattice of neutral salts, such as the Na+ and Cl− ions forming sodium chloride, or NaCl. Examples of polyatomic ions that do not split up during acid-base reactions are hydroxide (OH−) and phosphate (PO43−).
|
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Plasma is composed of gaseous matter that has been completely ionized, usually through high temperature.
|
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+
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A substance can often be classified as an acid or a base. There are several different theories which explain acid-base behavior. The simplest is Arrhenius theory, which states that acid is a substance that produces hydronium ions when it is dissolved in water, and a base is one that produces hydroxide ions when dissolved in water. According to Brønsted–Lowry acid-base theory, acids are substances that donate a positive hydrogen ion to another substance in a chemical reaction; by extension, a base is the substance which receives that hydrogen ion.
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A third common theory is Lewis acid-base theory, which is based on the formation of new chemical bonds. Lewis theory explains that an acid is a substance which is capable of accepting a pair of electrons from another substance during the process of bond formation, while a base is a substance which can provide a pair of electrons to form a new bond. According to this theory, the crucial things being exchanged are charges.[32] There are several other ways in which a substance may be classified as an acid or a base, as is evident in the history of this concept.[33]
|
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Acid strength is commonly measured by two methods. One measurement, based on the Arrhenius definition of acidity, is pH, which is a measurement of the hydronium ion concentration in a solution, as expressed on a negative logarithmic scale. Thus, solutions that have a low pH have a high hydronium ion concentration and can be said to be more acidic. The other measurement, based on the Brønsted–Lowry definition, is the acid dissociation constant (Ka), which measures the relative ability of a substance to act as an acid under the Brønsted–Lowry definition of an acid. That is, substances with a higher Ka are more likely to donate hydrogen ions in chemical reactions than those with lower Ka values.
|
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+
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Redox (reduction-oxidation) reactions include all chemical reactions in which atoms have their oxidation state changed by either gaining electrons (reduction) or losing electrons (oxidation). Substances that have the ability to oxidize other substances are said to be oxidative and are known as oxidizing agents, oxidants or oxidizers. An oxidant removes electrons from another substance. Similarly, substances that have the ability to reduce other substances are said to be reductive and are known as reducing agents, reductants, or reducers.
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A reductant transfers electrons to another substance and is thus oxidized itself. And because it "donates" electrons it is also called an electron donor. Oxidation and reduction properly refer to a change in oxidation number—the actual transfer of electrons may never occur. Thus, oxidation is better defined as an increase in oxidation number, and reduction as a decrease in oxidation number.
|
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+
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+
Although the concept of equilibrium is widely used across sciences, in the context of chemistry, it arises whenever a number of different states of the chemical composition are possible, as for example, in a mixture of several chemical compounds that can react with one another, or when a substance can be present in more than one kind of phase.
|
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+
|
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A system of chemical substances at equilibrium, even though having an unchanging composition, is most often not static; molecules of the substances continue to react with one another thus giving rise to a dynamic equilibrium. Thus the concept describes the state in which the parameters such as chemical composition remain unchanged over time.
|
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+
|
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+
Chemical reactions are governed by certain laws, which have become fundamental concepts in chemistry. Some of them are:
|
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+
|
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+
The history of chemistry spans a period from very old times to the present. Since several millennia BC, civilizations were using technologies that would eventually form the basis of the various branches of chemistry. Examples include extracting metals from ores, making pottery and glazes, fermenting beer and wine, extracting chemicals from plants for medicine and perfume, rendering fat into soap, making glass, and making alloys like bronze. Chemistry was preceded by its protoscience, alchemy, which is an intuitive but non-scientific approach to understanding the constituents of matter and their interactions. It was unsuccessful in explaining the nature of matter and its transformations, but, by performing experiments and recording the results, alchemists set the stage for modern chemistry. Chemistry as a body of knowledge distinct from alchemy began to emerge when a clear differentiation was made between them by Robert Boyle in his work The Sceptical Chymist (1661). While both alchemy and chemistry are concerned with matter and its transformations, the crucial difference was given by the scientific method that chemists employed in their work. Chemistry is considered to have become an established science with the work of Antoine Lavoisier, who developed a law of conservation of mass that demanded careful measurement and quantitative observations of chemical phenomena. The history of chemistry is intertwined with the history of thermodynamics, especially through the work of Willard Gibbs.[34]
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|
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+
The definition of chemistry has changed over time, as new discoveries and theories add to the functionality of the science. The term "chymistry", in the view of noted scientist Robert Boyle in 1661, meant the subject of the material principles of mixed bodies.[35] In 1663, the chemist Christopher Glaser described "chymistry" as a scientific art, by which one learns to dissolve bodies, and draw from them the different substances on their composition, and how to unite them again, and exalt them to a higher perfection.[36]
|
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+
|
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The 1730 definition of the word "chemistry", as used by Georg Ernst Stahl, meant the art of resolving mixed, compound, or aggregate bodies into their principles; and of composing such bodies from those principles.[37] In 1837, Jean-Baptiste Dumas considered the word "chemistry" to refer to the science concerned with the laws and effects of molecular forces.[38] This definition further evolved until, in 1947, it came to mean the science of substances: their structure, their properties, and the reactions that change them into other substances – a characterization accepted by Linus Pauling.[39] More recently, in 1998, Professor Raymond Chang broadened the definition of "chemistry" to mean the study of matter and the changes it undergoes.[40]
|
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+
|
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Early civilizations, such as the Egyptians[41] Babylonians, Indians[42] amassed practical knowledge concerning the arts of metallurgy, pottery and dyes, but didn't develop a systematic theory.
|
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+
|
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+
A basic chemical hypothesis first emerged in Classical Greece with the theory of four elements as propounded definitively by Aristotle stating that fire, air, earth and water were the fundamental elements from which everything is formed as a combination. Greek atomism dates back to 440 BC, arising in works by philosophers such as Democritus and Epicurus. In 50 BCE, the Roman philosopher Lucretius expanded upon the theory in his book De rerum natura (On The Nature of Things).[43][44] Unlike modern concepts of science, Greek atomism was purely philosophical in nature, with little concern for empirical observations and no concern for chemical experiments.[45]
|
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+
|
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+
An early form of the idea of conservation of mass is the notion that "Nothing comes from nothing" in Ancient Greek philosophy, which can be found in Empedocles (approx. 4th century BC): "For it is impossible for anything to come to be from what is not, and it cannot be brought about or heard of that what is should be utterly destroyed."[46] and Epicurus (3rd century BC), who, describing the nature of the Universe, wrote that "the totality of things was always such as it is now, and always will be".[47]
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+
|
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+
In the Hellenistic world the art of alchemy first proliferated, mingling magic and occultism into the study of natural substances with the ultimate goal of transmuting elements into gold and discovering the elixir of eternal life.[48] Work, particularly the development of distillation, continued in the early Byzantine period with the most famous practitioner being the 4th century Greek-Egyptian Zosimos of Panopolis.[49] Alchemy continued to be developed and practised throughout the Arab world after the Muslim conquests,[50] and from there, and from the Byzantine remnants,[51] diffused into medieval and Renaissance Europe through Latin translations.
|
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|
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+
The development of the modern scientific method was slow and arduous, but an early scientific method for chemistry began emerging among early Muslim chemists, beginning with the 9th century Perso-Arab chemist Jābir ibn Hayyān (known as "Geber" in Europe), who is sometimes referred to as "the father of chemistry".[52][53][54][55] He introduced a systematic and experimental approach to scientific research based in the laboratory, in contrast to the ancient Greek and Egyptian alchemists whose works were largely allegorical and often unintelligible.[56] He also introduced the alembic (al-anbiq) of Persian encyclopedist Ibn al-Awwam to Europe, chemically analyzed many chemical substances, composed lapidaries, distinguished between alkalis and acids, and manufactured hundreds of drugs.[57] His books strongly influenced the medieval European alchemists and justified their search for the philosopher's stone.[58][59]
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In the Middle Ages, Jabir's treatises on alchemy were translated into Latin and became standard texts for European alchemists. These include the Kitab al-Kimya (titled Book of the Composition of Alchemy in Europe), translated by Robert of Chester (1144); and the Kitab al-Sab'een (Book of Seventy) by Gerard of Cremona (before 1187). Later influential Muslim philosophers, such as Abū al-Rayhān al-Bīrūnī,[60] Avicenna[61] and Al-Kindi disputed the theories of alchemy, particularly the theory of the transmutation of metals; and al-Tusi described a version of the conservation of mass, noting that a body of matter is able to change but is not able to disappear.[62]
|
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+
|
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+
Under the influence of the new empirical methods propounded by Sir Francis Bacon and others, a group of chemists at Oxford, Robert Boyle, Robert Hooke and John Mayow began to reshape the old alchemical traditions into a scientific discipline. Boyle in particular is regarded as the founding father of chemistry due to his most important work, the classic chemistry text The Sceptical Chymist where the differentiation is made between the claims of alchemy and the empirical scientific discoveries of the new chemistry.[63] He formulated Boyle's law, rejected the classical "four elements" and proposed a mechanistic alternative of atoms and chemical reactions that could be subject to rigorous experiment.[64]
|
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+
|
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+
The theory of phlogiston (a substance at the root of all combustion) was propounded by the German Georg Ernst Stahl in the early 18th century and was only overturned by the end of the century by the French chemist Antoine Lavoisier, the chemical analogue of Newton in physics; who did more than any other to establish the new science on proper theoretical footing, by elucidating the principle of conservation of mass and developing a new system of chemical nomenclature used to this day.[66]
|
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|
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Before his work, though, many important discoveries had been made, specifically relating to the nature of 'air' which was discovered to be composed of many different gases. The Scottish chemist Joseph Black (the first experimental chemist) and the Dutchman J.B. van Helmont discovered carbon dioxide, or what Black called 'fixed air' in 1754; Henry Cavendish discovered hydrogen and elucidated its properties and Joseph Priestley and, independently, Carl Wilhelm Scheele isolated pure oxygen.
|
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+
|
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+
English scientist John Dalton proposed the modern theory of atoms; that all substances are composed of indivisible 'atoms' of matter and that different atoms have varying atomic weights.
|
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+
|
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+
The development of the electrochemical theory of chemical combinations occurred in the early 19th century as the result of the work of two scientists in particular, J.J. Berzelius and Humphry Davy, made possible by the prior invention of the voltaic pile by Alessandro Volta. Davy discovered nine new elements including the alkali metals by extracting them from their oxides with electric current.[67]
|
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+
|
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+
British William Prout first proposed ordering all the elements by their atomic weight as all atoms had a weight that was an exact multiple of the atomic weight of hydrogen. J.A.R. Newlands devised an early table of elements, which was then developed into the modern periodic table of elements[70] in the 1860s by Dmitri Mendeleev and independently by several other scientists including Julius Lothar Meyer.[71][72] The inert gases, later called the noble gases were discovered by William Ramsay in collaboration with Lord Rayleigh at the end of the century, thereby filling in the basic structure of the table.
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|
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At the turn of the twentieth century the theoretical underpinnings of chemistry were finally understood due to a series of remarkable discoveries that succeeded in probing and discovering the very nature of the internal structure of atoms. In 1897, J.J. Thomson of Cambridge University discovered the electron and soon after the French scientist Becquerel as well as the couple Pierre and Marie Curie investigated the phenomenon of radioactivity. In a series of pioneering scattering experiments Ernest Rutherford at the University of Manchester discovered the internal structure of the atom and the existence of the proton, classified and explained the different types of radioactivity and successfully transmuted the first element by bombarding nitrogen with alpha particles.
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His work on atomic structure was improved on by his students, the Danish physicist Niels Bohr and Henry Moseley. The electronic theory of chemical bonds and molecular orbitals was developed by the American scientists Linus Pauling and Gilbert N. Lewis.
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The year 2011 was declared by the United Nations as the International Year of Chemistry.[73] It was an initiative of the International Union of Pure and Applied Chemistry, and of the United Nations Educational, Scientific, and Cultural Organization and involves chemical societies, academics, and institutions worldwide and relied on individual initiatives to organize local and regional activities.
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Organic chemistry was developed by Justus von Liebig and others, following Friedrich Wöhler's synthesis of urea which proved that living organisms were, in theory, reducible to chemistry.[74] Other crucial 19th century advances were; an understanding of valence bonding (Edward Frankland in 1852) and the application of thermodynamics to chemistry (J. W. Gibbs and Svante Arrhenius in the 1870s).
|
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Chemistry is typically divided into several major sub-disciplines. There are also several main cross-disciplinary and more specialized fields of chemistry.[75]
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Other disciplines within chemistry are traditionally grouped by the type of matter being studied or the kind of study. These include inorganic chemistry, the study of inorganic matter; organic chemistry, the study of organic (carbon-based) matter; biochemistry, the study of substances found in biological organisms; physical chemistry, the study of chemical processes using physical concepts such as thermodynamics and quantum mechanics; and analytical chemistry, the analysis of material samples to gain an understanding of their chemical composition and structure. Many more specialized disciplines have emerged in recent years, e.g. neurochemistry the chemical study of the nervous system (see subdisciplines).
|
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Other fields include agrochemistry, astrochemistry (and cosmochemistry), atmospheric chemistry, chemical engineering, chemical biology, chemo-informatics, electrochemistry, environmental chemistry, femtochemistry, flavor chemistry, flow chemistry, geochemistry, green chemistry, histochemistry, history of chemistry, hydrogenation chemistry, immunochemistry, marine chemistry, materials science, mathematical chemistry, mechanochemistry, medicinal chemistry, molecular biology, molecular mechanics, nanotechnology, natural product chemistry, oenology, organometallic chemistry, petrochemistry, pharmacology, photochemistry, physical organic chemistry, phytochemistry, polymer chemistry, radiochemistry, solid-state chemistry, sonochemistry, supramolecular chemistry, surface chemistry, synthetic chemistry, thermochemistry, and many others.
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The chemical industry represents an important economic activity worldwide. The global top 50 chemical producers in 2013 had sales of US$980.5 billion with a profit margin of 10.3%.[77]
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"To form an idea of the historical place of Jabir's alchemy and to tackle the problem of its sources, it is advisable to compare it with what remains to us of the alchemical literature in the Greek language. One knows in which miserable state this literature reached us. Collected by Byzantine scientists from the tenth century, the corpus of the Greek alchemists is a cluster of incoherent fragments, going back to all the times since the third century until the end of the Middle Ages."
|
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|
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"The efforts of Berthelot and Ruelle to put a little order in this mass of literature led only to poor results, and the later researchers, among them in particular Mrs. Hammer-Jensen, Tannery, Lagercrantz, von Lippmann, Reitzenstein, Ruska, Bidez, Festugiere and others, could make clear only few points of detail…
|
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The study of the Greek alchemists is not very encouraging. An even surface examination of the Greek texts shows that a very small part only was organized according to true experiments of laboratory: even the supposedly technical writings, in the state where we find them today, are unintelligible nonsense which refuses any interpretation.
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It is different with Jabir's alchemy. The relatively clear description of the processes and the alchemical apparatuses, the methodical classification of the substances, mark an experimental spirit which is extremely far away from the weird and odd esotericism of the Greek texts. The theory on which Jabir supports his operations is one of clearness and of an impressive unity. More than with the other Arab authors, one notes with him a balance between theoretical teaching and practical teaching, between the `ilm and the `amal. In vain one would seek in the Greek texts a work as systematic as that which is presented for example in the Book of Seventy."
|
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(cf. Ahmad Y Hassan. "A Critical Reassessment of the Geber Problem: Part Three". Archived from the original on 2008-11-20. Retrieved 2008-08-09.)
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1 |
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Alberta (/ælˈbɜːrtə/) is a province of Canada. With an estimated population of 4,067,175 people as of the 2016 census,[1] it is Canada's fourth most populous province and the most populous of Canada's three prairie provinces. Its area is about 660,000 square kilometres (250,000 sq mi). Alberta and Saskatchewan were formerly districts of the Northwest Territories until they were established as provinces on September 1, 1905.[6]
|
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|
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Alberta is bordered by the provinces of British Columbia to the west, Saskatchewan to the east, the Northwest Territories to the north, and the U.S. state of Montana to the south. Alberta is one of three Canadian provinces and territories to border only a single U.S. state. It is also one of only two landlocked provinces in the country. The province has a predominantly humid continental climate, with stark contrasts over a year; but seasonal temperature average swings are smaller than in areas further east, due to winters being warmed by occasional chinook winds bringing sudden warming.[7]
|
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+
|
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Alberta's capital, Edmonton, is near the geographic centre of the province and is the primary supply and service hub for Canada's crude oil, the Athabasca oil sands and other northern resource industries.[8]
|
8 |
+
|
9 |
+
About 290 km (180 mi) south of the capital is Calgary, the largest city in Alberta. Calgary and Edmonton centre Alberta's two census metropolitan areas, both of which have populations exceeding one million,[9] while the province has 16 census agglomerations.[10]
|
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+
|
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Tourist destinations in the province include: Banff, Canmore, Drumheller, Jasper, Sylvan Lake and Lake Louise. Alberta is home to six UNESCO World Heritage Sites: the Canadian Rocky Mountain Parks, Dinosaur Provincial Park, the Head-Smashed-In Buffalo Jump, Waterton–Glacier International Peace Park, Wood Buffalo National Park, and Writing-on-Stone / Áísínai'pi.
|
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+
|
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+
Alberta was named after Princess Louise Caroline Alberta (1848–1939),[11] the fourth daughter of Queen Victoria. Princess Louise was the wife of John Campbell, Marquess of Lorne, Governor General of Canada (1878–83). Lake Louise and Mount Alberta were also named in her honour.[12][13]
|
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+
The name "Alberta" itself is a feminine Latinized form of the name Albert (cf. masculine Albertus in Medieval Latin) and its Germanic cognates, ultimately derived from Proto-Germanic *Aþalaberhtaz (compound of "noble" + "bright/famous").[14][15]
|
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+
|
16 |
+
Alberta, with an area of 661,848 km2 (255,500 sq mi), is the fourth-largest province after Quebec, Ontario and British Columbia.[16]
|
17 |
+
|
18 |
+
Alberta's southern border is the 49th parallel north, which separates it from the U.S. state of Montana; while the 60th parallel north divides it from the Northwest Territories. The 110th meridian west separates it from the province of Saskatchewan; while on the west its boundary with British Columbia follows the 120th meridian west south from the Northwest Territories at 60°N until it reaches the Continental Divide at the Rocky Mountains, and from that point follows the line of peaks marking the Continental Divide in a generally southeasterly direction until it reaches the Montana border at 49°N.[17]
|
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+
|
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+
The province extends 1,223 km (760 mi) north to south and 660 km (410 mi) east to west at its maximum width. Its highest point is 3,747 m (12,293 ft) at the summit of Mount Columbia in the Rocky Mountains along the southwest border while its lowest point is 152 m (499 ft) on the Slave River in Wood Buffalo National Park in the northeast.[18]
|
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|
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+
With the exception of the semi-arid steppe of the south-eastern section, the province has adequate water resources. There are numerous rivers and lakes used for swimming, fishing and a range of water sports. There are three large lakes, Lake Claire (1,436 km2 (554 sq mi)) in Wood Buffalo National Park, Lesser Slave Lake (1,168 km2 (451 sq mi)), and Lake Athabasca (7,898 square kilometres (3,049 sq mi)) which lies in both Alberta and Saskatchewan. The longest river in the province is the Athabasca River which travels 1,538 km (956 mi) from the Columbia Icefield in the Rocky Mountains to Lake Athabasca.[19]
|
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+
|
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+
The largest river is the Peace River with an average flow of 2161 m3/s. The Peace River originates in the Rocky Mountains of northern British Columbia and flows through northern Alberta and into the Slave River, a tributary of the Mackenzie River.
|
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+
|
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+
Alberta's capital city, Edmonton, is located at about the geographic centre of the province. It is the most northerly major city in Canada, and serves as a gateway and hub for resource development in northern Canada. The region, with its proximity to Canada's largest oil fields, has most of western Canada's oil refinery capacity. Calgary is about 280 km (170 mi) south of Edmonton and 240 km (150 mi) north of Montana, surrounded by extensive ranching country. Almost 75% of the province's population lives in the Calgary–Edmonton Corridor. The land grant policy to the railroads served as a means to populate the province in its early years.[20]
|
27 |
+
|
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+
Most of the northern half of the province is boreal forest, while the Rocky Mountains along the southwestern boundary are largely forested (see Alberta Mountain forests and Alberta-British Columbia foothills forests). The southern quarter of the province is prairie, ranging from shortgrass prairie in the southeastern corner to mixed grass prairie in an arc to the west and north of it. The central aspen parkland region extending in a broad arc between the prairies and the forests, from Calgary, north to Edmonton, and then east to Lloydminster, contains the most fertile soil in the province and most of the population. Much of the unforested part of Alberta is given over either to grain or to dairy farming, with mixed farming more common in the north and centre, while ranching and irrigated agriculture predominate in the south.[21]
|
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+
|
30 |
+
The Alberta badlands are located in southeastern Alberta, where the Red Deer River crosses the flat prairie and farmland, and features deep canyons and striking landforms. Dinosaur Provincial Park, near Brooks, Alberta, showcases the badlands terrain, desert flora, and remnants from Alberta's past when dinosaurs roamed the then lush landscape.
|
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+
|
32 |
+
Alberta has a humid continental climate with warm summers and cold winters. The province is open to cold arctic weather systems from the north, which often produce extremely cold conditions in winter. As the fronts between the air masses shift north and south across Alberta, the temperature can change rapidly. Arctic air masses in the winter produce extreme minimum temperatures varying from −54 °C (−65 °F) in northern Alberta to −46 °C (−51 °F) in southern Alberta, although temperatures at these extremes are rare.
|
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+
|
34 |
+
In the summer, continental air masses have produced record maximum temperatures from 32 °C (90 °F) in the mountains to over 40 °C (104 °F) in southeastern Alberta.[22] Alberta is a sunny province. Annual bright sunshine totals range between 1,900 up to just under 2,600 hours per year. Northern Alberta gets about 18 hours of daylight in the summer.[22]
|
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+
|
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+
Alberta extends for over 1,200 km (750 mi) from north to south; its climate, therefore, varies considerably. Average high temperatures in January range from 0 °C (32 °F) in the southwest to −24 °C (−11 °F) in the far north. The climate is also influenced by the presence of the Rocky Mountains to the southwest, which disrupt the flow of the prevailing westerly winds and cause them to drop most of their moisture on the western slopes of the mountain ranges before reaching the province, casting a rain shadow over much of Alberta. The northerly location and isolation from the weather systems of the Pacific Ocean cause Alberta to have a dry climate with little moderation from the ocean. Annual precipitation ranges from 300 mm (12 in) in the southeast to 450 mm (18 in) in the north, except in the foothills of the Rocky Mountains where total precipitation including snowfall can reach 600 mm (24 in) annually.[18][23]
|
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+
|
38 |
+
The province is the namesake of the Alberta clipper, a type of intense, fast-moving winter storm that generally forms over or near the province and pushed with great speed by the continental polar jetstream descends over the rest of Southern Canada and the northern tier of the United States.[24]
|
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+
|
40 |
+
In the summer, the average daytime temperatures range from around 21 °C (70 °F) in the Rocky Mountain valleys and far north, up to around 28 °C (82 °F) in the dry prairie of the southeast. The northern and western parts of the province experience higher rainfall and lower evaporation rates caused by cooler summer temperatures. The south and east-central portions are prone to drought-like conditions sometimes persisting for several years, although even these areas can receive heavy precipitation, sometimes resulting in flooding.
|
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+
|
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+
In southwestern Alberta, the cold winters are frequently interrupted by warm, dry chinook winds blowing from the mountains, which can propel temperatures upward from frigid conditions to well above the freezing point in a very short period. During one chinook recorded at Pincher Creek, temperatures soared from −19 to 22 °C (−2.2 to 72 °F) in just one hour.[18] The region around Lethbridge has the most chinooks, averaging 30 to 35 chinook days per year. Calgary has a 56% chance of a white Christmas, while Edmonton has an 86% chance.[25]
|
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+
|
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+
Northern Alberta is mostly covered by boreal forest and has a subarctic climate. The agricultural area of southern Alberta has a semi-arid steppe climate because the annual precipitation is less than the water that evaporates or is used by plants. The southeastern corner of Alberta, part of the Palliser Triangle, experiences greater summer heat and lower rainfall than the rest of the province, and as a result suffers frequent crop yield problems and occasional severe droughts. Western Alberta is protected by the mountains and enjoys the mild temperatures brought by winter chinook winds. Central and parts of northwestern Alberta in the Peace River region are largely aspen parkland, a biome transitional between prairie to the south and boreal forest to the north.
|
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+
|
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+
After Saskatchewan, Alberta experiences the most tornadoes in Canada with an average of 15 verified per year.[26] Thunderstorms, some of them severe, are frequent in the summer, especially in central and southern Alberta. The region surrounding the Calgary–Edmonton Corridor is notable for having the highest frequency of hail in Canada, which is caused by orographic lifting from the nearby Rocky Mountains, enhancing the updraft/downdraft cycle necessary for the formation of hail.
|
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|
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+
In central and northern Alberta the arrival of spring is marked by the early flowering of the prairie crocus anemone; this member of the buttercup family has been recorded flowering as early as March, though April is the usual month for the general population.[29] Other prairie flora known to flower early are the golden bean and wild rose.[30] Members of the sunflower family blossom on the prairie in the summer months between July and September.[31] The southern and east central parts of Alberta are covered by short prairie grass,[32] which dries up as summer lengthens, to be replaced by hardy perennials such as the prairie coneflower, fleabane, and sage. Both yellow and white sweet clover can be found throughout the southern and central areas of the province.
|
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|
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+
The trees in the parkland region of the province grow in clumps and belts on the hillsides. These are largely deciduous, typically aspen, poplar, and willow. Many species of willow and other shrubs grow in virtually any terrain. On the north side of the North Saskatchewan River evergreen forests prevail for thousands of square kilometres. Aspen poplar, balsam poplar (or in some parts cottonwood), and paper birch are the primary large deciduous species. Conifers include jack pine, Rocky Mountain pine, lodgepole pine, both white and black spruce, and the deciduous conifer tamarack.
|
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+
|
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+
The four climatic regions (alpine, boreal forest, parkland, and prairie) of Alberta are home to many different species of animals. The south and central prairie was the land of the bison, commonly known as buffalo, its grasses providing pasture and breeding ground for millions of buffalo. The buffalo population was decimated during early settlement, but since then buffalo have made a comeback, living on farms and in parks all over Alberta.
|
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+
|
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+
Herbivorous animals are found throughout the province. Moose, mule deer, elk, and white-tailed deer are found in the wooded regions, and pronghorn can be found in the prairies of southern Alberta. Bighorn sheep and mountain goats live in the Rocky Mountains. Rabbits, porcupines, skunks, squirrels and many species of rodents and reptiles live in every corner of the province. Alberta is home to only one variety of venomous snake, the prairie rattlesnake.
|
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+
Alberta is home to many large carnivores. Among them are the grizzly bears and black bears, which are found in the mountains and wooded regions. Smaller carnivores of the canine and feline families include coyotes, wolves, fox, lynx, bobcat and mountain lion (cougar).
|
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|
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+
Central and northern Alberta and the region farther north is the nesting ground of many migratory birds. Vast numbers of ducks, geese, swans and pelicans arrive in Alberta every spring and nest on or near one of the hundreds of small lakes that dot northern Alberta. Eagles, hawks, owls and crows are plentiful, and a huge variety of smaller seed and insect-eating birds can be found. Alberta, like other temperate regions, is home to mosquitoes, flies, wasps, and bees. Rivers and lakes are populated with pike, walleye, whitefish, rainbow, speckled, brown trout, and sturgeon. Bull trout, native to the province, is Alberta's provincial fish. Turtles are found in some water bodies in the southern part of the province. Frogs and salamanders are a few of the amphibians that make their homes in Alberta.
|
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+
Alberta is the only province in Canada—as well as one of the few places in the world—that is free of Norwegian rats.[33] Since the early 1950s, the Government of Alberta has operated a rat-control program, which has been so successful that only isolated instances of wild rat sightings are reported, usually of rats arriving in the province aboard trucks or by rail. In 2006, Alberta Agriculture reported zero findings of wild rats; the only rat interceptions have been domesticated rats that have been seized from their owners. It is illegal for individual Albertans to own or keep Norwegian rats of any description; the animals can only be kept in the province by zoos, universities and colleges, and recognized research institutions. In 2009, several rats were
|
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+
found and captured, in small pockets in southern Alberta,[34] putting Alberta's rat-free status in jeopardy. A colony of rats were subsequently found in a landfill near Medicine Hat in 2012, and again in 2014.[35][36]
|
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|
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+
Alberta has one of the greatest diversities and abundances of Late Cretaceous dinosaur fossils in the world.[37] Taxa are represented by complete fossil skeletons, isolated material, microvertebrate remains, and even mass graves. At least 38 dinosaur type specimens were collected in the province. The Foremost Formation, Oldman Formation and Dinosaur Park Formations collectively comprise the Judith River Group and are the most thoroughly studied dinosaur-bearing strata in Alberta.[37]
|
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Dinosaur-bearing strata are distributed widely throughout Alberta.[37] The Dinosaur Provincial Park area contains outcrops of the Dinosaur Park Formation and Oldman Formation. In the central and southern regions of Alberta are intermittent Scollard Formation outcrops. In the Drumheller Valley and Edmonton regions there are exposed Horseshoe Canyon facies. Other formations have been recorded as well, like the Milk River and Foremost Formations. However, these latter two have a lower diversity of documented dinosaurs, primarily due to their lower total fossil quantity and neglect from collectors who are hindered by the isolation and scarcity of exposed outcrops. Their dinosaur fossils are primarily teeth recovered from microvertebrate fossil sites. Additional geologic formations that have produced only few fossils are the Belly River Group and St. Mary River Formations of the southwest and the northwestern Wapiti Formation. The Wapiti Formation contains two Pachyrhinosaurus bone beds that break its general trend of low productivity, however. The Bearpaw Formation represents strata deposited during a marine transgression. Dinosaurs are known from this formation, but represent specimens washed out to sea or reworked from older sediments.[37]
|
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|
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Paleo-Indians arrived in Alberta at least 10,000 years ago, toward the end of the last ice age. They are thought to have migrated from Siberia to Alaska on a land bridge across the Bering Strait and then possibly moved down the east side of the Rocky Mountains through Alberta to settle the Americas. Others may have migrated down the coast of British Columbia and then moved inland.[38] Over time they differentiated into various First Nations peoples, including the Plains Indian tribes of southern Alberta such as those of the Blackfoot Confederacy and the Plains Cree, who generally lived by hunting buffalo, and the more northerly tribes such as the Woodland Cree and Chipewyan who hunted, trapped, and fished for a living.[18]
|
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|
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After the British arrival in Canada, approximately half of the province of Alberta, south of the Athabasca River drainage, became part of Rupert's Land which consisted of all land drained by rivers flowing into Hudson Bay. This area was granted by Charles II of England to the Hudson's Bay Company (HBC) in 1670, and rival fur trading companies were not allowed to trade in it.
|
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|
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The Athabasca River and the rivers north of it were not in HBC territory because they drained into the Arctic Ocean instead of Hudson Bay, and they were prime habitat for fur-bearing animals. The first European explorer of the Athabasca region was Peter Pond, who learned of the Methye Portage, which allowed travel from southern rivers into the rivers north of Rupert's Land. Fur traders formed the North West Company (NWC) of Montreal to compete with the HBC in 1779. The NWC occupied the northern part of Alberta territory. Peter Pond built Fort Athabasca on Lac la Biche in 1778. Roderick Mackenzie built Fort Chipewyan on Lake Athabasca ten years later in 1788. His cousin, Sir Alexander Mackenzie, followed the North Saskatchewan River to its northernmost point near Edmonton, then setting northward on foot, trekked to the Athabasca River, which he followed to Lake Athabasca. It was there he discovered the mighty outflow river which bears his name—the Mackenzie River—which he followed to its outlet in the Arctic Ocean. Returning to Lake Athabasca, he followed the Peace River upstream, eventually reaching the Pacific Ocean, and so he became the first European to cross the North American continent north of Mexico.[39]
|
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|
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+
The extreme southernmost portion of Alberta was part of the French (and Spanish) territory of Louisiana, sold to the United States in 1803; in 1818, the portion of Louisiana north of the Forty-Ninth Parallel was ceded to Great Britain.[40]
|
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|
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+
Fur trade expanded in the north, but bloody battles occurred between the rival HBC and NWC, and in 1821 the British government forced them to merge to stop the hostilities.[41] The amalgamated Hudson's Bay Company dominated trade in Alberta until 1870, when the newly formed Canadian Government purchased Rupert's Land. Northern Alberta was included in the North-Western Territory until 1870, when it and Rupert's land became Canada's Northwest Territories.
|
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|
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+
The District of Alberta was created as part of the North-West Territories in 1882. As settlement increased, local representatives to the North-West Legislative Assembly were added. After a long campaign for autonomy, in 1905 the District of Alberta was enlarged and given provincial status, with the election of Alexander Cameron Rutherford as the first premier. Less than a decade later, the First World War presented special challenges to the new province as an extraordinary number of volunteers left relatively few workers to maintain services and production. Over 50% of Alberta's doctors volunteered for service overseas.[42]
|
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|
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+
On June 21, 2013, during the 2013 Alberta floods Alberta experienced heavy rainfall that triggered catastrophic flooding throughout much of the southern half of the province along the Bow, Elbow, Highwood and Oldman rivers and tributaries. A dozen municipalities in Southern Alberta declared local states of emergency on June 21 as water levels rose and numerous communities were placed under evacuation orders.[43]
|
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In 2016, a wildfire resulted in the largest evacuation of residents in Alberta's history, as more than 80,000 people were ordered to evacuate.
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The 2016 census reported Alberta had a population of 4,067,175 living in 1,527,678 of its 1,654,129 total dwellings, an 11.6% change from its 2011 population of 3,645,257. With a land area of 640,330.46 km2 (247,232.97 sq mi), it had a population density of 6.4/km2 (16.5/sq mi) in 2016.[1] Statistics Canada estimated the province to have a population of 4,428,247 in Q2 of 2020.[2]
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Since 2000, Alberta's population has experienced a relatively high rate of growth, mainly because of its burgeoning economy. Between 2003 and 2004, the province had high birthrates (on par with some larger provinces such as British Columbia), relatively high immigration, and a high rate of interprovincial migration compared to other provinces.[46] In 2016, Alberta continued to have the youngest population among the provinces with a median age of 36.7 years, compared with the national median of 41.2 years. Also in 2016, Alberta had the smallest proportion of seniors (12.3%) among the provinces and one of the highest population shares of children (19.2%), further contributing to Alberta's young and growing population.[47]
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About 81% of the population lives in urban areas and only about 19% in rural areas. The Calgary–Edmonton Corridor is the most urbanized area in the province and is one of the most densely populated areas of Canada.[48] Many of Alberta's cities and towns have experienced very high rates of growth in recent history.[when?] Alberta's population rose from 73,022 in 1901[49] to 3,290,350 according to the 2006 census.[50]
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Languages of Alberta (2016):[51]
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Indigenous and visible minority identity (2016):[52][53]
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Religious affiliation (2011):[54]
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Christian sub-affiliation (2011):[54]
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The 2006 census found that English, with 2,576,670 native speakers, was the most common mother tongue of Albertans, representing 79.99% of the population. The next most common mother tongues were Chinese with 97,275 native speakers (3.02%), followed by German with 84,505 native speakers (2.62%) and French with 61,225 (1.90%).[55]
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Other mother tongues include: Punjabi, with 36,320 native speakers (1.13%); Tagalog, with 29,740 (0.92%); Ukrainian, with 29,455 (0.91%); Spanish, with 29,125 (0.90%); Polish, with 21,990 (0.68%); Arabic, with 20,495 (0.64%); Dutch, with 19,980 (0.62%); and Vietnamese, with 19,350 (0.60%). The most common aboriginal language is Cree 17,215 (0.53%). Other common mother tongues include Italian with 13,095 speakers (0.41%); Urdu with 11,275 (0.35%); and Korean with 10,845 (0.33%); then Hindi 8,985 (0.28%); Farsi 7,700 (0.24%); Portuguese 7,205 (0.22%); and Hungarian 6,770 (0.21%).(Figures shown are for the number of single language responses and the percentage of total single-language responses.)[55]
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Alberta has considerable ethnic diversity. In line with the rest of Canada, many are descended from immigrants of Western European nations, notably England, Scotland, Ireland, Wales and France, but large numbers later came from other regions of Europe, notably Germany, Ukraine and Scandinavia.[56] According to Statistics Canada, Alberta is home to the second-highest proportion (two percent) of Francophones in western Canada (after Manitoba). Despite this, relatively few Albertans claim French as their mother tongue. Many of Alberta's French-speaking residents live in the central and northwestern regions of the province, after migration from other areas of Canada or descending from Métis.
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As reported in the 2001 census, the Chinese represented nearly four percent of Alberta's population, and South Asians represented more than two percent. Both Edmonton and Calgary have historic Chinatowns, and Calgary has Canada's third-largest Chinese community. The Chinese presence began with workers employed in the building of the Canadian Pacific Railway in the 1880s. Aboriginal Albertans make up approximately three percent of the population.
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In the 2006 Canadian census, the most commonly reported ethnic origins among Albertans were: 885,825 English (27.2%); 679,705 German (20.9%); 667,405 Canadian (20.5%); 661,265 Scottish (20.3%); 539,160 Irish (16.6%); 388,210 French (11.9%); 332,180 Ukrainian (10.2%); 172,910 Dutch (5.3%); 170,935 Polish (5.2%); 169,355 North American Indian (5.2%); 144,585 Norwegian (4.4%); and 137,600 Chinese (4.2%). (Each person could choose as many ethnicities as were applicable.)[57]
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Amongst those of British heritage, the Scots have had a particularly strong influence on place-names, with the names of many cities and towns including Calgary, Airdrie, Canmore, and Banff having Scottish origins.
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Alberta is the third most diverse province in terms of visible minorities after British Columbia and Ontario with 13.9% of the population consisting of visible minorities in 2006.[58] Over one third of the populations of Calgary and Edmonton belong to a visible minority group.[59]
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Aboriginal Identity Peoples made up 5.8% of the population in 2006, about half of whom consist of First Nations and the other half are Métis. There are also small number of Inuit people in Alberta.[60] The number of Aboriginal Identity Peoples have been increasing at a rate greater than the population of Alberta.[60]
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As of the 2011 National Household Survey, the largest religious group was Roman Catholic, representing 24.3% of the population. Alberta had the second-highest percentage of non-religious residents among the provinces (after British Columbia) at 31.6% of the population. Of the remainder, 7.5% of the population identified themselves as belonging to the United Church of Canada, while 3.9% were Anglican. Lutherans made up 3.3% of the population while Baptists comprised 1.9%.[61]
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The remainder belonged to a wide variety of different religious affiliations, none of which constituted more than 2% of the population. Members of LDS Church are mostly concentrated in the extreme south of the province. Alberta has a population of Hutterites, a communal Anabaptist sect similar to the Mennonites, and has a significant population of Seventh-day Adventists. Alberta is home to several Byzantine Rite Churches as part of the legacy of Eastern European immigration, including the Ukrainian Catholic Eparchy of Edmonton, and the Ukrainian Orthodox Church of Canada's Western Diocese which is based in Edmonton.
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Muslims made up 3.2% of the population, Sikhs 1.5%, Buddhists 1.2%, and Hindus 1.0%. Many of these are immigrants, but others have roots that go back to the first settlers of the prairies. Canada's oldest mosque, the Al-Rashid Mosque, is located in Edmonton,[62] whereas Calgary is home to Canada's largest mosque, the Baitun Nur Mosque.[63] Alberta is also home to a growing Jewish population of about 15,400 people who constituted 0.3% of Alberta's population. Most of Alberta's Jews live in the metropolitan areas of Calgary (8,200) and Edmonton (5,500).[64]
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Alberta's economy was one of the strongest in the world, supported by the burgeoning petroleum industry and to a lesser extent, agriculture and technology. In 2013 Alberta's per capita GDP exceeded that of the United States, Norway, or Switzerland,[72] and was the highest of any province in Canada at C$84,390. This was 56% higher than the national average of C$53,870 and more than twice that of some of the Atlantic provinces.[73][74] In 2006 the deviation from the national average was the largest for any province in Canadian history.[75] According to the 2006 census,[76] the median annual family income after taxes was $70,986 in Alberta (compared to $60,270 in Canada as a whole). In 2014, Alberta had the second-largest economy in Canada after Ontario, with a GDP exceeding C$376 billion.[77] The GDP of the province calculated at basic prices rose by 4.6% in 2017 to $327.4 billion, which was the largest increase recorded in Canada, and it ended two consecutive years of decreases.[78]
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Alberta's debt-to-GDP ratio is projected to peak at 12.1% in fiscal year 2021–2022, falling to 11.3% the following year.[79]
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The Calgary-Edmonton Corridor is the most urbanized region in the province and one of the densest in Canada. The region covers a distance of roughly 400 kilometres north to south. In 2001, the population of the Calgary-Edmonton Corridor was 2.15 million (72% of Alberta's population).[80] It is also one of the fastest-growing regions in the country. A 2003 study by TD Bank Financial Group found the corridor to be the only Canadian urban centre to amass a U.S. level of wealth while maintaining a Canadian style quality of life, offering universal health care benefits. The study found that GDP per capita in the corridor was 10% above average U.S. metropolitan areas and 40% above other Canadian cities at that time.
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The Fraser Institute states that Alberta also has very high levels of economic freedom and rates Alberta as the freest economy in Canada,[81] and second-freest economy amongst U.S. states and Canadian provinces.[82]
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In 2014, Merchandise exports totalled US$121.4 billion. Energy revenues totalled $111.7 billion and Energy resource exports totalled $90.8 billion. Farm Cash receipts from agricultural products totalled $12.9 billion. Shipments of forest products totalled $5.4 billion while exports were $2.7 billion. Manufacturing sales totaled $79.4 billion, and Alberta's ICT industries generated over $13 billion in revenue. In total, Alberta's 2014 GDP amassed $364.5 billion in 2007 dollars, or $414.3 billion in 2015 dollars. In 2015, Alberta's GDP grew despite low oil prices; however, it was unstable with growth rates as high 4.4% and as low as 0.2%. Should the GDP remain at an average of 2.2% for the last two-quarters of 2015, Alberta's GDP should exceed $430 billion by the end of 2015.[83][84] However, RBC Economics research predicts Alberta's real GDP growth to only average 0.6% for the last two-quarters of 2015. This estimate predicts a real GDP growth of only 1.4% for 2015. A positive is the predicted 10.8% growth in Nominal GDP, and possibly above 11% in 2016.[85]
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Along with Saskatchewan, Alberta's greenhouse gas emissions are over three times the national per capita average with no plan to significantly reduce emissions in the future.[86]
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Agriculture has a significant position in the province's economy. The province has over three million head of cattle,[87] and Alberta beef has a healthy worldwide market. Nearly one half of all Canadian beef is produced in Alberta. Alberta is one of the top producers of plains buffalo (bison) for the consumer market. Sheep for wool and mutton are also raised.
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Wheat and canola are primary farm crops, with Alberta leading the provinces in spring wheat production; other grains are also prominent. Much of the farming is dryland farming, often with fallow seasons interspersed with cultivation. Continuous cropping (in which there is no fallow season) is gradually becoming a more common mode of production because of increased profits and a reduction of soil erosion. Across the province, the once common grain elevator is slowly being lost as rail lines are decreasing; farmers typically truck the grain to central points.[88]
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Alberta is the leading beekeeping province of Canada, with some beekeepers wintering hives indoors in specially designed barns in southern Alberta, then migrating north during the summer into the Peace River valley where the season is short but the working days are long for honeybees to produce honey from clover and fireweed. Hybrid canola also requires bee pollination, and some beekeepers service this need.[89]
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Forestry plays a vital role in Alberta's economy, providing over 15,000 jobs and contributing billions of dollars annually.[90] Uses for harvested timber include pulpwood, hardwood, engineered wood and bioproducts such as chemicals and biofuels. Recently,[when?] the United States has been Canada and Alberta's largest importer of hardwood and pulpwood,[91][failed verification][92][failed verification] although continued trades issues with the U.S.[92][failed verification] have likely been a contributing factor towards Alberta's increased focus on Asian markets.[90][failed verification]
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Alberta is the largest producer of conventional crude oil, synthetic crude, natural gas and gas products in Canada. Alberta is the world's second-largest exporter of natural gas and the fourth-largest producer.[93] Two of the largest producers of petrochemicals in North America are located in central and north-central Alberta. In both Red Deer and Edmonton, polyethylene and vinyl manufacturers produce products that are shipped all over the world. Edmonton's oil refineries provide the raw materials for a large petrochemical industry to the east of Edmonton.
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The Athabasca oil sands surrounding Fort McMurray have estimated unconventional oil reserves approximately equal to the conventional oil reserves of the rest of the world, estimated to be 1.6 trillion barrels (254 km3). Many companies employ both conventional strip mining and non-conventional in situ methods to extract the bitumen from the oil sands. As of late 2006 there were over $100 billion in oil sands projects under construction or in the planning stages in northeastern Alberta.[94]
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Another factor determining the viability of oil extraction from the oil sands is the price of oil. The oil price increases since 2003 have made it profitable to extract this oil, which in the past would give little profit or even a loss. By mid-2014, however, rising costs and stabilizing oil prices were threatening the economic viability of some projects. An example of this was the shelving of the Joslyn north project in the Athabasca region in May 2014.[95]
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With concerted effort and support from the provincial government, several high-tech industries have found their birth in Alberta, notably patents related to interactive liquid-crystal display systems.[96] With a growing economy, Alberta has several financial institutions dealing with civil and private funds.
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Alberta has been a tourist destination from the early days of the twentieth century, with attractions including outdoor locales for skiing, hiking and camping, shopping locales such as West Edmonton Mall, Calgary Stampede, outdoor festivals, professional athletic events, international sporting competitions such as the Commonwealth Games and Olympic Games, as well as more eclectic attractions. According to Alberta Economic Development, Calgary and Edmonton both host over four million visitors annually. Banff, Jasper and the Rocky Mountains are visited by about three million people per year.[97] Alberta tourism relies heavily on Southern Ontario tourists, as well as tourists from other parts of Canada, the United States, and many other countries.
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There are also natural attractions like Elk Island National Park, Wood Buffalo National Park, and the Columbia Icefield. Alberta's Rockies include well-known tourist destinations Banff National Park and Jasper National Park. The two mountain parks are connected by the scenic Icefields Parkway. Banff is located 128 km (80 mi) west of Calgary on Highway 1, and Jasper is located 366 km (227 mi) west of Edmonton on Yellowhead Highway. Five of Canada's fourteen UNESCO World Heritage Sites are located within the province: Canadian Rocky Mountain Parks, Waterton-Glacier International Peace Park, Wood Buffalo National Park, Dinosaur Provincial Park and Head-Smashed-In Buffalo Jump. A number of these areas hold ski resorts, most notably Sunshine Village, Lake Louise, Marmot Basin, Norquay and Nakiska.
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About 1.2 million people visit the Calgary Stampede,[98] a celebration of Canada's own Wild West and the cattle ranching industry. About 700,000 people enjoy Edmonton's K-Days (formerly Klondike Days and Capital EX).[99][100] Edmonton was the gateway to the only all-Canadian route to the Yukon gold fields, and the only route which did not require gold-seekers to travel the exhausting and dangerous Chilkoot Pass.
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Another tourist destination that draws more than 650,000 visitors each year is the Drumheller Valley, located northeast of Calgary. Drumheller, "Dinosaur Capital of The World", offers the Royal Tyrrell Museum of Palaeontology. Drumheller also had a rich mining history being one of Western Canada's largest coal producers during the war years. Another attraction in east-central Alberta is Alberta Prairie Railway Excursions, a popular tourist attraction operated out of Stettler, that offers train excursions into the prairie and caters to tens of thousands of visitors every year.
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The Government of Alberta is organized as a parliamentary democracy with a unicameral legislature. Its unicameral legislature—the Legislative Assembly—consists of 87 members elected first past the post (FPTP) from single-member constituencies.[101] Locally municipal governments and school boards are elected and operate separately. Their boundaries do not necessarily coincide.
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As Queen of Canada, Elizabeth II is the head of state for the Government of Alberta. Her duties in Alberta are carried out by Lieutenant Governor Lois Mitchell. The Queen and lieutenant governor are figureheads whose actions are highly restricted by custom and constitutional convention. The lieutenant governor handles numerous honorific duties in the name of the Queen. The government is headed by the premier. The premier is normally a member of the Legislative Assembly, and draws all the members of the Cabinet from among the members of the Legislative Assembly. The City of Edmonton is the seat of the provincial government—the capital of Alberta. The premier is Jason Kenney, sworn in on April 30, 2019.
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Alberta's elections have tended to yield much more conservative outcomes than those of other Canadian provinces. Since the 1960s, Alberta has had three main political parties, the Progressive Conservatives ("Conservatives" or "Tories"), the Liberals, and the social democratic New Democrats. The Wildrose Party, a more conservative party formed in early 2008, gained much support in the 2012 election and became the official opposition, a role it held until 2017 when it was dissolved and succeeded by the new United Conservative Party created by the merger of Wildrose and the Progressive Conservatives. The strongly conservative Social Credit Party was a power in Alberta for many decades, but fell from the political map after the Progressive Conservatives came to power in 1971.
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For 44 years the Progressive Conservatives governed Alberta. They lost the 2015 election to the NDP (which formed their own government for the first time in provincial history, breaking almost 80 consecutive years of right-wing rule),[102] suggesting at the time a possible shift to the left in the province, also indicated by the election of progressive mayors in both of Alberta's major cities.[103] Since becoming a province in 1905, Alberta has seen only five changes of government—only six parties have governed Alberta: the Liberals, from 1905 to 1921; the United Farmers of Alberta, from 1921 to 1935; the Social Credit Party, from 1935 to 1971; the Progressive Conservative Party, from 1971 to 2015; from 2015 to 2019, the Alberta New Democratic Party; and from 2019, the United Conservative Party.
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Policing in the province of Alberta upon its creation was the responsibility of the Royal Northwest Mounted Police. In 1917, due to pressures of World War I, the Alberta Provincial Police was created. This organization policed the province until it was disbanded as a Great Depression-era cost-cutting measure in 1932. It was at that time the now renamed Royal Canadian Mounted Police resumed policing of the province, specifically RCMP "K" Division. With the advent of the Alberta Sheriffs Branch, the distribution of duties of law enforcement in Alberta has been evolving as certain aspects, such as traffic enforcement, mobile surveillance and the close protection of the Premier of Alberta have been transferred to the Sheriffs. In 2006, Alberta formed the Alberta Law Enforcement Response Teams (ALERT) to combat organized crime and the serious offences that accompany it. ALERT is made up of members of the RCMP, Sheriffs Branch and various major municipal police forces in Alberta.
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Military bases in Alberta include Canadian Forces Base (CFB) Cold Lake, CFB Edmonton, CFB Suffield and CFB Wainwright. Air force units stationed at CFB Cold Lake have access to the Cold Lake Air Weapons Range.[104] CFB Edmonton is the headquarters for the 3rd Canadian Division.[105] CFB Suffield hosts British troops and is the largest training facility in Canada.[106]
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According to Alberta's 2009 budget, government revenue in that year came mainly from royalties on non-renewable natural resources (30.4%), personal income taxes (22.3%), corporate and other taxes (19.6%), and grants from the federal government primarily for infrastructure projects (9.8%).[107] In 2014, Alberta received $6.1 billion in bitumen royalties. With the drop in the price of oil in 2015 it was down to $1.4 billion. In 2016, Alberta received "about $837 million in royalty payments from oil sands Royalty Projects".[108] According to the 2018–21 fiscal plan, the two top sources of revenue in 2016 were personal income tax at $10, 763 million and federal transfers of $7,976 million with total resource revenue at $3,097 million.[109]:45 Alberta is the only province in Canada without a provincial sales tax. Alberta residents are still subject to the federal sales tax, the Goods and Services Tax of 5%.
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In 2001, Alberta became the only Canadian province to have a flat tax of 10% of taxable income, which was introduced by then-Premier, Ralph Klein, as part of the Alberta Tax Advantage, which also included a zero-percent tax on income below a "generous personal exemption".[110][111][111]
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In 2016, under then-Premier Rachel Notley, while most Albertans continued to pay the 10-per-cent income tax rate, new tax brackets 12-per-cent, 14-per-cent, and 15-per-cent for those with higher incomes ($128,145 annually or more) were introduced.[112][110] Alberta's personal income tax system maintained a progressive character by continuing to grant residents personal tax exemptions of $18,451,[113] in addition to a variety of tax deductions for persons with disabilities, students, and the aged.[114] Alberta's municipalities and school jurisdictions have their own governments who usually work in co-operation with the provincial government. By 2018, most Albertans continued to pay the 10-per-cent income tax rate.[112]
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According to a March 2015 Statistics Canada report, the median household income in Alberta in 2014 was about $100,000, which is 23 per cent higher than the Canadian national average.[115]
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Based on Statistic Canada reports, low income Albertans, who earn less than $25,000 and those in the high-income bracket earning $150,000 or more, are the lowest-taxed people in Canada.[112] Those in the middle income brackets representing those that earn about $25,000 to $75,000[Notes 1] pay more in provincial taxes than residents in British Columbia and Ontario.[112] In terms of income tax, Alberta is the "best province" for those with a low income because there is no provincial income tax for those who earn $18,915 or less.[112] Even with the 2016 progressive tax brackets up to 15%, Albertans who have the highest incomes, those with a $150,000 annual income or more—about 178,000 people in 2015, pay the least in taxes in Canada.[112] — About 1.9 million Albertans earned between $25,000 and $150,000 in 2015.[112]
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Alberta also privatized alcohol distribution. By 2010, privatization had increased outlets from 304 stores to 1,726; 1,300 jobs to 4,000 jobs; and 3,325 products to 16,495 products.[116] Tax revenue also increased from $400 million to $700 million.
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In 2017/18 Alberta collected about $2.4 billion in education property taxes from municipalities.[117] Albertan municipalities raise a significant portion of their income through levying property taxes.[118] The value of assessed property in Alberta was approximately $727 billion in 2011.[119] Most real property is assessed according to its market value.[118] The exceptions to market value assessment are farmland, railways, machinery & equipment and linear property, all of which is assessed by regulated rates.[120] Depending on the property type, property owners may appeal a property assessment to their municipal 'Local Assessment Review Board', 'Composite Assessment Review Board,' or the Alberta Municipal Government Board.[118][121]
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Summer brings many festivals to the province of Alberta, especially in Edmonton. The Edmonton Fringe Festival is the world's second-largest after the Edinburgh Festival. Both Calgary and Edmonton host a number of annual festivals and events, including folk music festivals. The city's "heritage days" festival sees the participation of over 70 ethnic groups. Edmonton's Churchill Square is home to a large number of the festivals, including the large Taste of Edmonton & The Works Art & Design Festival throughout the summer months.
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The City of Calgary is also famous for its Stampede, dubbed "The Greatest Outdoor Show on Earth". The Stampede is Canada's biggest rodeo festival and features various races and competitions, such as calf roping and bull riding. In line with the western tradition of rodeo are the cultural artisans that reside and create unique Alberta western heritage crafts.
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The Banff Centre hosts a range of festivals and other events including the international Mountain Film Festival. These cultural events in Alberta highlight the province's cultural diversity. Most of the major cities have several performing theatre companies who entertain in venues as diverse as Edmonton's Arts Barns and the Francis Winspear Centre for Music. Both Calgary and Edmonton are home to Canadian Football League and National Hockey League teams (the Stampeders/Flames and Edmonton Football Team/Oilers respectively). Soccer, rugby union and lacrosse are also played professionally in Alberta.
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In 2019 the then Minister of Culture and Tourism Ricardo Miranda announced the Alberta Artist in Residence program in conjunction with the province's first Month of the Artist[122] to celebrate the arts and the value they bring to the province, both socially and economically,[123] The Artist is selected each year via a public and competitive process is expected to do community outreach and attend events to promote the arts through out the province. The award comes with $60,000 funding which includes travel and materials costs.[124] On January 31, 2019 Lauren Crazybull named Alberta's 1st Artist in Residence.[125][126][124] Alberta is the first province to launch an Artist in Residence program in Canada.
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As with any Canadian province, the Alberta Legislature has (almost) exclusive authority to make laws respecting education. Since 1905 the Legislature has used this capacity to continue the model of locally elected public and separate school boards which originated prior to 1905, as well as to create and regulate universities, colleges, technical institutions and other educational forms and institutions (public charter schools, private schools, home schooling).
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There are forty-two public school jurisdictions in Alberta, and seventeen operating separate school jurisdictions. Sixteen of the operating separate school jurisdictions have a Catholic electorate, and one (St. Albert) has a Protestant electorate. In addition, one Protestant separate school district, Glen Avon, survives as a ward of the St. Paul Education Region. The City of Lloydminster straddles the Alberta/Saskatchewan border, and both the public and separate school systems in that city are counted in the above numbers: both of them operate according to Saskatchewan law.
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For many years the provincial government has funded the greater part of the cost of providing K–12 education. Prior to 1994 public and separate school boards in Alberta had the legislative authority to levy a local tax on property as a supplementary support for local education. In 1994 the government of the province eliminated this right for public school boards, but not for separate school boards. Since 1994 there has continued to be a tax on property in support of K–12 education; the difference is that the mill rate is now set by the provincial government, the money is collected by the local municipal authority and remitted to the provincial government. The relevant legislation requires that all the money raised by this property tax must go to the support of K–12 education provided by school boards. The provincial government pools the property tax funds from across the province and distributes them, according to a formula, to public and separate school jurisdictions and Francophone authorities.
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Public and separate school boards, charter schools, and private schools all follow the Program of Studies and the curriculum approved by the provincial department of education (Alberta Education). Homeschool tutors may choose to follow the Program of Studies or develop their own Program of Studies. Public and separate schools, charter schools, and approved private schools all employ teachers who are certificated by Alberta Education, they administer Provincial Achievement Tests and Diploma Examinations set by Alberta Education, and they may grant high school graduation certificates endorsed by Alberta Education.
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The University of Alberta, located in Edmonton and established in 1908, is Alberta's oldest and largest university. The University of Calgary, once affiliated with the University of Alberta, gained its autonomy in 1966 and is now the second-largest university in Alberta. Athabasca University, which focuses on distance learning, and the University of Lethbridge are located in Athabasca and Lethbridge respectively.
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In early September 2009, Mount Royal University became Calgary's second public university, and in late September 2009, a similar move made MacEwan University Edmonton's second public university. There are 15 colleges that receive direct public funding, along with two technical institutes, Northern Alberta Institute of Technology and Southern Alberta Institute of Technology.[127] Two of the colleges, Red Deer College and Grande Prairie Regional College, were approved by the Alberta government to become degree granting universities[128]
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There is also many private post-secondary institutions, mostly Christian Universities, bringing the total number of universities to 12. Students may also receive government loans and grants while attending selected private institutions. There was some controversy in 2005 over the rising cost of post-secondary education for students (as opposed to taxpayers). In 2005, Premier Ralph Klein made a promise that he would freeze tuition and look into ways of reducing schooling costs.[129][130]
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Alberta provides a publicly funded health care system, Alberta Health Services, for all its residents as set out by the provisions of the Canada Health Act of 1984. Alberta became Canada's second province (after Saskatchewan) to adopt a Tommy Douglas-style program in 1950, a precursor to the modern medicare system.
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Alberta's health care budget was $22.5 billion during the 2018–2019 fiscal year (approximately 45% of all government spending), making it the best-funded health-care system per-capita in Canada.[131] Every hour the province spends more than $2.5 million, (or $60 million per day), to maintain and improve health care in the province.[132]
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Notable health, education, research, and resources facilities in Alberta, all of which are located within Calgary or Edmonton. Health centres in Calgary include:
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Health centres in Edmonton include:
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The Edmonton Clinic complex, completed in 2012, provides a similar research, education, and care environment as the Mayo Clinic in the United States.[133][134]
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All public health care services funded by the Government of Alberta are delivered operationally by Alberta Health Services. AHS is the province's single health authority, established on July 1, 2008, which replaced nine regional health authorities. AHS also funds all ground ambulance services in the province, as well as the province-wide Shock Trauma Air Rescue Society (STARS) air ambulance service.[135]
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Alberta is well-connected by air, with international airports in both Calgary and Edmonton. Calgary International Airport and Edmonton International Airport are the fourth- and fifth-busiest in Canada, respectively. Calgary's airport is a hub for WestJet Airlines and a regional hub for Air Canada. Calgary's airport primarily serves the Canadian prairie provinces (Alberta, Saskatchewan and Manitoba) for connecting flights to British Columbia, eastern Canada, 15 major U.S. centres, nine European airports, one Asian airport and four destinations in Mexico and the Caribbean.[136] Edmonton's airport acts as a hub for the Canadian north and has connections to all major Canadian airports as well as 10 major U.S. airports, 3 European airports and 6 Mexican and Caribbean airports.[137]
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Calgary, Edmonton, Red Deer, Medicine Hat, and Lethbridge have substantial public transit systems. In addition to buses, Calgary and Edmonton operate light rail transit (LRT) systems. Edmonton LRT, which is underground in the downtown core and on the surface outside the CBD, was the first of the modern generation of light rail systems to be built in North America, while the Calgary C-Train has one of the highest number of daily riders of any LRT system in North America.
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There are more than 9,000 km (5,600 mi) of operating mainline railway in Alberta. The vast majority of this trackage is owned by the Canadian Pacific Railway and Canadian National Railway companies, which operate railway freight across the province. Additional railfreight service in the province is provided by two shortline railways: the Battle River Railway and Forty Mile Rail. Passenger trains include Via Rail's Canadian (Toronto–Vancouver) or Jasper–Prince Rupert trains, which use the CN mainline and pass through Jasper National Park and parallel the Yellowhead Highway during at least part of their routes. The Rocky Mountaineer operates two sections: one from Vancouver to Banff and Calgary over CP tracks, and a section that travels over CN tracks to Jasper.
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Alberta has over 181,000 km (112,000 mi) of highways and roads, of which nearly 41,000 km (25,000 mi) are paved.[138] The main north–south corridor is Highway 2, which begins south of Cardston at the Carway border crossing and is part of the CANAMEX Corridor. Highway 4, which effectively extends Interstate 15 into Alberta and is the busiest U.S. gateway to the province, begins at the Coutts border crossing and ends at Lethbridge. Highway 3 joins Lethbridge to Fort Macleod and links Highway 2 to Highway 4. Highway 2 travels north through Fort Macleod, Calgary, Red Deer, and Edmonton.[139]
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North of Edmonton, the highway continues to Athabasca, then northwesterly along the south shore of Lesser Slave Lake into High Prairie, north to Peace River, west to Fairview and finally south to Grande Prairie, where it ends at an interchange with Highway 43.[139] The section of Highway 2 between Calgary and Edmonton has been named the Queen Elizabeth II Highway to commemorate the visit of the monarch in 2005.[140] Highway 2 is supplemented by two more highways that run parallel to it: Highway 22, west of Highway 2, known as Cowboy Trail, and Highway 21, east of Highway 2. Highway 43 travels northwest into Grande Prairie and the Peace River Country; Highway 63 travels northeast to Fort McMurray, the location of the Athabasca oil sands.[139]
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Alberta has two main east–west corridors. The southern corridor, part of the Trans-Canada Highway system, enters the province near Medicine Hat, runs westward through Calgary, and leaves Alberta through Banff National Park. The northern corridor, also part of the Trans-Canada network and known as the Yellowhead Highway (Highway 16), runs west from Lloydminster in eastern Alberta, through Edmonton and Jasper National Park into British Columbia.[139] One of the most scenic drives is along the Icefields Parkway, which runs for 228 km (142 mi) between Jasper and Lake Louise, with mountain ranges and glaciers on either side of its entire length. A third corridor stretches across southern Alberta; Highway 3 runs between Crowsnest Pass and Medicine Hat through Lethbridge and forms the eastern portion of the Crowsnest Highway.[139] Another major corridor through central Alberta is Highway 11 (also known as the David Thompson Highway), which runs east from the Saskatchewan River Crossing in Banff National Park through Rocky Mountain House and Red Deer, connecting with Highway 12 20 km (12 mi) west of Stettler. The highway connects many of the smaller towns in central Alberta with Calgary and Edmonton, as it crosses Highway 2 just west of Red Deer.[139]
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Urban stretches of Alberta's major highways and freeways are often called trails. For example, Highway 2, the main north–south highway in the province, is called Deerfoot Trail as it passes through Calgary but becomes Calgary Trail (for southbound traffic) and Gateway Boulevard (for northbound traffic) as it enters Edmonton and then turns into St. Albert Trail as it leaves Edmonton for the City of St. Albert. Calgary, in particular, has a tradition of calling its largest urban expressways trails and naming many of them after prominent First Nations individuals and tribes, such as Crowchild Trail, Deerfoot Trail, and Stoney Trail.[141]
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Alberta has relationships with many provinces, states, and other entities worldwide.[142]
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The chimpanzee (Pan troglodytes), also known as the common chimpanzee, robust chimpanzee, or simply chimp, is a species of great ape native to the forest and savannah of tropical Africa. It has four confirmed subspecies and a fifth proposed subspecies. The chimpanzee and the closely related bonobo (sometimes called the "pygmy chimpanzee") are classified in the genus Pan. Evidence from fossils and DNA sequencing shows that Pan is a sister taxon to the human lineage and is humans' closest living relative.
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The chimpanzee is covered in coarse black hair, but has a bare face, fingers, toes, palms of the hands, and soles of the feet. It is larger and more robust than the bonobo, weighing 40–70 kg (88–154 lb) for males and 27–50 kg (60–110 lb) for females and standing 100 to 150 cm (3 ft 3 in to 4 ft 11 in). Its gestation period is eight months. The infant is weaned at about three years old, but usually maintains a close relationship with its mother for several years more. The chimpanzee lives in groups that range in size from 15 to 150 members, although individuals travel and forage in much smaller groups during the day. The species lives in a strict male-dominated hierarchy, where disputes are generally settled without the need for violence. Nearly all chimpanzee populations have been recorded using tools, modifying sticks, rocks, grass and leaves and using them for hunting and acquiring honey, termites, ants, nuts and water. The species has also been found creating sharpened sticks to spear small mammals.
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The chimpanzee is listed on the IUCN Red List as an endangered species. Between 170,000 and 300,000 individuals are estimated across its range. The biggest threats to the chimpanzee are habitat loss, poaching, and disease. Chimpanzees appear in Western popular culture as stereotyped clown-figures, and have featured in entertainments such as chimpanzees' tea parties, circus acts and stage shows. They are sometimes kept as pets, though their strength and aggressiveness makes them dangerous in this role. Some hundreds have been kept in laboratories for research, especially in America. Many attempts have been made to teach languages such as American Sign Language to chimpanzees, with limited success.
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The English word chimpanzee is first recorded in 1738.[4] It is derived from Vili ci-mpenze[5] or Tshiluba language chimpenze, with a meaning of "ape".[6] The colloquialism "chimp" was most likely coined some time in the late 1870s.[7] The genus name Pan derives from the Greek god, while the specific name troglodytes was taken from the Troglodytae, a mythical race of cave-dwellers.[8][9]
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The first great ape known to Western science in the 17th century was the "orang-outang" (genus Pongo), the local Malay name being recorded in Java by the Dutch physician Jacobus Bontius. In 1641, the Dutch anatomist Nicolaes Tulp applied the name to a chimpanzee or bonobo brought to the Netherlands from Angola.[10] Another Dutch anatomist, Peter Camper, dissected specimens from Central Africa and Southeast Asia in the 1770s, noting the differences between the African and Asian apes. The German naturalist Johann Friedrich Blumenbach classified the chimpanzee as Simia troglodytes by 1775. Another German naturalist, Lorenz Oken, coined the genus Pan in 1816. The bonobo was recognised as distinct from the chimpanzee by 1933.[8][9][11]
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Despite a large number of Homo fossil finds, Pan fossils were not described until 2005. Existing chimpanzee populations in West and Central Africa do not overlap with the major human fossil sites in East Africa, but chimpanzee fossils have now been reported from Kenya. This indicates that both humans and members of the Pan clade were present in the East African Rift Valley during the Middle Pleistocene.[13]
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DNA evidence suggests the bonobo and chimpanzee species separated from each other less than one million years ago (similar in relation between Homo sapiens and Neanderthals).[14][15] A 2017 genetic study suggests ancient gene flow (introgression) between 200 and 550 thousand years ago from the bonobo into the ancestors of central and eastern chimpanzees.[16] The chimpanzee line split from the last common ancestor of the human line around six million years ago. Because no species other than Homo sapiens has survived from the human line of that branching, both chimpanzee species are the closest living relatives of humans; the lineage of humans and chimpanzees diverged from gorillas (genus Gorilla) about seven million years ago. A 2003 study argues the chimpanzee should be included in the human branch as Homo troglodytes, and notes "experts say many scientists are likely to resist the reclassification, especially in the emotionally-charged and often disputed field of anthropology".[17]
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Four subspecies of the chimpanzee have been recognised,[18][19] with the possibility of a fifth:[16][20]
|
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Human and chimpanzee DNA is very similar. A Chimpanzee Genome Project was initiated after the completion of the Human Genome Project. In December 2003, a preliminary analysis of 7600 genes shared between the two genomes confirmed that certain genes, such as the forkhead-box P2 transcription factor which is involved in speech development, have undergone rapid evolution in the human lineage. A draft version of the chimpanzee genome was published on 1 September 2005 by the Chimpanzee Sequencing and Analysis Consortium.[21][22]
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The DNA sequence differences between humans and chimpanzees consist of about 35 million single-nucleotide changes, five million insertion/deletion events, and various chromosomal rearrangements. Typical human and chimp protein homologs differ in an average of only two amino acids. About 30% of all human proteins are identical in sequence to the corresponding chimp protein. Duplications of small parts of chromosomes have been the major source of differences between human and chimp genetic material; about 2.7% of the corresponding modern genomes represent differences, produced by gene duplications or deletions, since humans and chimps diverged from their common evolutionary ancestor.[21][22]
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Chimpanzees have a standing height of 100–150 cm (3 ft 3 in–4 ft 11 in).[23] Wild adult males weigh between 40–70 kg (88–154 lb)[24][25][26] with females weighing between 27–50 kg (60–110 lb).[27] Males in captivity can be overweight, reaching weights up to 91 kg (201 lb).[28]
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The chimpanzee is more robustly built than the bonobo but less than the gorilla. The arms of a chimp are longer than its legs, and can reach below the knees. The hands have long fingers with short thumbs and flat fingernails. The feet are adapted for grasping, the big toe being opposable. The pelvis is long with an extended ilium. A chimp's head is rounded with a prominent and prognathous face and a pronounced brow ridge. It has forward-facing eyes, a small nose, rounded non-lobed ears, a long mobile upper lip and, in adult males, sharp canine teeth. Chimps lack the prominent sagittal crest and associated head and neck musculature of gorillas.[29][11]
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Chimpanzee bodies are covered by coarse hair, except for the face, fingers, toes, palms of the hands, and soles of the feet. Chimps lose more hair as they age, and develop bald spots. The hair of a chimp is typically black but can be brown or ginger. As they get older, white or grey patches may appear, particularly on the chin and lower region. The skin may range from pale to dark, females develop swelling pink skin when in oestrus.[29][11]
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Chimpanzees are adapted for both arboreal and terrestrial locomotion. Arboreal locomotion consists of vertical climbing and brachiation.[30][31] On the ground chimps move both quadrupedally and bipedally, which appear to have similar energy costs.[32] As with bonobos and gorillas, chimps move quadrupedally by knuckle-walking, which probably evolved independently in Pan and Gorilla.[33] The physical strength of chimps is around 1.5 times greater than humans, due to higher content of fast twitch muscle fibres, one of the chimpanzee's adaptations for climbing and swinging.[34]
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The chimpanzee is a highly adaptable species. It lives in a variety of habitats, including dry savanna, evergreen rainforest, montane forest, swamp forest and dry woodland-savanna mosaic.[35][36] In Gombe, the chimpanzee mostly uses semideciduous and evergreen forest as well as open woodland.[37] At Bossou, the chimpanzee inhabits multistage secondary deciduous forest, which have grown after shifting cultivation, as well as primary forest and grassland.[38] At Taï, it is found in the last remaining tropical rain forest in Ivory Coast.[39] The chimpanzee has an advanced cognitive map of its home range and can repeatedly find food.[40] The chimpanzee makes a night nest in a tree in a new location every night, with every chimpanzee in a separate nest other than infants or juvenile chimpanzees, which sleep with their mothers.[41]
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The chimpanzee is an omnivorous frugivore. It prefers fruit above all other food items but also eats leaves and leaf buds, seeds, blossoms, stems, pith, bark and resin.[42][43] A study in Budongo Forest, Uganda found that 64.5% of their chimp feeding time concentrated on fruits (84.6% of which being ripe), particularly those from two species of Ficus, Maesopsis eminii and Celtis durandii. In addition, 19% of feeding time was spent on arboreal leaves, mostly Broussonetia papyrifera and Celtis mildbraedii.[44] While the chimpanzee is mostly herbivorous, it does eat honey, soil, insects, birds and their eggs, and small to medium-sized mammals, including other primates.[42][45] Insect species consumed include the weaver ant Oecophylla longinoda, Macrotermes termites and honey bees.[46][47] The western red colobus ranks at the top of preferred mammal prey. Other mammalian prey include red-tailed monkeys, infant and juvenile yellow baboons, bush babies, blue duikers, bushbucks, and common warthogs.[48]
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Despite the fact that chimpanzees are known to hunt, and to collect insects and other invertebrates, such food actually makes up a very small portion of their diet, from as little as 2% yearly to as much as 65 grams of animal flesh per day for each adult chimpanzee in peak hunting seasons. This also varies from troop to troop and year to year. However, in all cases, the majority of their diet consists of fruits, leaves, roots, and other plant matter.[43][49] Female chimpanzees appear to consume much less animal flesh than males, according to several studies.[50] Jane Goodall documented many occasions within Gombe Stream National Park of chimpanzees and western red colobus monkeys ignoring each other within close proximity.[51][41]
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Chimpanzees do not appear to directly compete with gorillas in areas where they overlap. When fruit is abundant gorilla and chimp diets converge, but when fruit is scarce gorillas resort to vegetation.[52] The two apes may also feed on different species, whether fruit or insects.[53][46][47] Chimps and gorillas usually ignore or avoid each other when feeding on the same tree, although hostile encounters have occasionally been documented.[52][54]
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The average lifespan of a chimpanzee in the wild is relatively short, usually less than 15 years, although individuals that reach 12 years may live an additional 15. Wild individuals may live over 25 years and on rare occasions, around 60 years. Captive chimps tend to live longer, with average lifespans of 31.7 years for males and 38.7 years for females; the oldest known captive chimp to have been documented lived to 63 years.[55]
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Leopards prey on chimpanzees in some areas.[56][57] It is possible that much of the mortality caused by leopards can be attributed to individuals that have specialised in chimp-killing.[56] Chimps may react to a leopard's presence with loud vocalising, branch shaking and throwing objects.[58][56] There is at least one record of chimps killing a leopard cub, after mobbing it and its mother in their den.[59] Four chimpanzees could have fallen prey to lions at Mahale Mountains National Park. Although no other instances of lion predation on chimpanzees have been recorded, lions likely do kill chimps occasionally and the larger group sizes of savanna chimps may have developed as a response to threats from these big cats. Chimps may react to lions by fleeing up trees, vocalising or hiding in silence.[60]
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Chimps and humans share only 50% of their parasite and microbe species. This is due to the differences in environmental and dietary adaptations; human internal parasite species overlap more with omnivorous, savanna-dwelling baboons.[61] The chimpanzee is host to the louse species Pediculus schaeffi, a close relative of P. humanus which infests human head and body hair. By contrast, the human pubic louse Pthirus pubis is closely related to Pthirus gorillae which infests gorillas.[62] A 2017 study of gastrointestinal parasites of wild chimps in degraded forest in Uganda found nine species of protozoa, five nematodes, one cestode, and one trematode. The most prevalent species was the protozoan Troglodytella abrassarti.[63]
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Recent studies have suggested that human observers influence chimpanzee behaviour. One suggestion is that drones, camera traps and remote microphones should be used to record and monitor chimpanzees rather than direct observation.[64]
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Chimpanzees live in communities that typically range from 20 to more than 150 members, but spend most of their time travelling in small, temporary groups consisting of a few individuals, which may consist of any combination of age and sex classes. Both males and females sometimes travel alone.[41] This fission-fusion society may include groups of four types: all-male, adult females and offspring, both sexes, or one female and her offspring. These smaller groups emerge in a variety of types, for a variety of purposes. For example, an all-male troop may be organised to hunt for meat, while a group consisting of lactating females serves to act as a "nursery group" for the young.[65]
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At the core of social structures are males, which roam around, protect group members, and search for food. Males remain in their natal communities, while females generally emigrate at adolescence. As such, males in a community are more likely to be related to one another than females are to each other. Among males there is generally a dominance hierarchy, and males are dominant over females.[66] However, this unusual fission-fusion social structure, "in which portions of the parent group may on a regular basis separate from and then rejoin the rest,"[67] is highly variable in terms of which particular individual chimpanzees congregate at a given time. This is caused mainly by the large measure of individual autonomy that individuals have within their fission-fusion social groups.[29] As a result, individual chimpanzees often forage for food alone, or in smaller groups as opposed to the much larger "parent" group, which encompasses all the chimpanzees which regularly come into contact and congregate into parties in a particular area.[65]
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Male chimpanzees exist in a linear dominance hierarchy. Top-ranking males tend to be aggressive even during dominance stability.[68] This is probably due to the chimp's fission-fusion society, with male chimps leaving groups and returning after extended periods of time. With this, a dominant male is unsure if any "political maneuvering" has occurred and must re-establish his dominance. Thus, a large amount of aggression occurs 5–15 minutes after a reunion. During aggressive encounters, displays are preferred to attacks.[68][69]
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Males maintain and improve their social ranks by forming coalitions, which have been characterised as "exploitative" and are based on an individual's influence in agonistic interactions.[70] Being in a coalition allows males to dominate a third individual when they could not by themselves, as politically apt chimps can exert power over aggressive interactions regardless of their rank. Coalitions can also give an individual male the confidence to challenge a dominant male. The more allies a male has, the better his chance of becoming dominant. However, most changes in hierarchical rank are caused by dyadic interactions.[68][71] Chimpanzee alliances can be very fickle and one member may turn on another if it benefits him.[72]
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Low-ranking males commonly switch sides in disputes between more dominant individuals. Low-ranking males benefit from an unstable hierarchy and have increased sexual opportunities if there is one.[70][72] In addition, conflicts between dominant males cause them to focus on each other rather than the lower-ranking males. Social hierarchies among adult females tend to be weaker. Nevertheless, the status of an adult female may be important for her offspring.[73] Females in Taï have also been recorded to form alliances.[74] Social grooming appears to be important in the formation and maintenance of coalitions. It is more common among adult males than adult females and between males and females.[71]
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Chimpanzees have been described as highly territorial and will kill other chimps,[75] although Margaret Power wrote in her 1991 book The Egalitarians that the field studies from which the aggressive data came, Gombe and Mahale, used artificial feeding systems that increased aggression in the chimpanzee populations studied, and might not reflect innate characteristics of the species as a whole as such.[76] In the years following her artificial feeding conditions at Gombe, Jane Goodall described groups of male chimps patrolling the borders of their territory, brutally attacking chimps which had split off from the Gombe group. A study published in 2010 found that the chimpanzees' wage wars over land, not mates.[77] Patrol parties from smaller groups are more likely to avoid contact with their neighbours. Patrol parties from large groups even take over a smaller group's territory, gaining access to more resources, food, and females.[78][72] While it was traditionally accepted that only female chimpanzees immigrate into new communities, there is some evidence adult male chimpanzees can occasionally immigrate safely into new communities too. How these males avoid being killed by resident males is not clear.[79]
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Chimpanzees mate throughout the year, although the number of females in oestrus varies seasonally in a group.[80] Female chimps are more likely to come into oestrus when food is readily available. Oestrous females exhibit sexual swellings. Chimps are promiscuous; during oestrus, females mate with several males in their community, while males have large testicles for sperm competition. Other forms of mating also exist. A community's dominant males sometimes restrict reproductive access to females. A male and female can form a consortship and mate outside their community. In addition, females sometimes leave their community and mate with males from neighboring communities.[81][82]
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These alternative mating strategies give females more mating opportunities without losing the support of the males in their community.[82] Infanticide has been recorded in chimp communities in some areas and the victims are often consumed. Male chimps practice infanticide on unrelated young to shorten the interbirth intervals in the females.[83][84] Females sometimes practice infanticide; this may be related to the dominance hierarchy in females, or may simply be pathological.[73]
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Copulation is brief, lasting approximately 7 seconds.[85] The gestation period is eight months.[29] Care for the young is provided mostly by their mothers. The survival and emotional health of the young is dependent on maternal care. Mothers provide their young with food, warmth, and protection, and teach them certain skills. In addition, a chimp's future rank may be dependent on its mother's status.[86][87] Newborn chimps are helpless; their grasping reflex is not strong enough to support them for more than a few seconds. For their first 30 days, infants cling to their mother's bellies. Infants are unable to support their own weight for their first two months and need their mothers' support.[88]
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When they reach five to six months, infants ride on their mothers' backs. They remain in continual contact for the rest of their first year. When they reach two years of age, they are able to move and sit independently, and start moving beyond the arms reach of their mothers. By four to six years, chimps are weaned and infancy ends. The juvenile period for chimps lasts from their sixth to ninth years. Juveniles remain close to their mothers, but interact an increasing amount with other members of their community. Adolescent females move between groups and are supported by their mothers in agonistic encounters. Adolescent males spend time with adult males in social activities like hunting and boundary patrolling.[88] A captive study suggests males can safely immigrate to a new group if accompanied by immigrant females who have an existing relationship with this male. This gives the resident males reproductive advantages with these females, as they are more inclined to remain in the group if their male friend is also accepted. [89]
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Chimpanzees use facial expressions, postures, and sounds to communicate with each other. Chimps have expressive faces that are important in close-up communications. When frightened, a "full closed grin" causes nearby individuals to be fearful, as well. Playful chimps display an open-mouthed grin. Chimps may also express themselves with the "pout", which is made in distress, the "sneer", which is made when threatening or fearful, and "compressed-lips face", which is a type of display. When submitting to a dominant individual, a chimp crunches, bobs, and extends a hand. When in an aggressive mode, a chimp swaggers bipedally, hunched over and arms waving, in an attempt to exaggerate its size.[91] While travelling, chimps keep in contact by beating their hands and feet against the trunks of large trees, an act that is known as "drumming". They also do this when encountering individuals from other communities.[92]
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Vocalisations are also important in chimp communication. The most common call in adults is the "pant-hoot", which may signal social rank and bond as well keep groups together. Pant-hoots are made of four parts, starting with soft "hoos", the introduction; that gets louder and louder, the build-up; and climax into screams and sometimes barks; these die down back to soft "hoos" during the letdown phase as the call ends.[92][90] Grunting is made in situations like feeding and greeting.[92] Submissive individuals make "pant-grunts" towards their superiors.[93][73] Whimpering is made by young chimps as a form of begging or when lost from the group.[92] Chimps use distance calls to draw attention to danger, food sources, or other community members.[94] "Barks" may be made as "short barks" when hunting and "tonal barks" when sighting large snakes.[92]
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When hunting small monkeys such as the red colobus, chimpanzees hunt where the forest canopy is interrupted or irregular. This allows them to easily corner the monkeys when chasing them in the appropriate direction. Chimps may also hunt as a coordinated team, so that they can corner their prey even in a continuous canopy. During an arboreal hunt, each chimp in the hunting groups has a role. "Drivers" serve to keep the prey running in a certain direction and follow them without attempting to make a catch. "Blockers" are stationed at the bottom of the trees and climb up to block prey that takes off in a different direction. "Chasers" move quickly and try to make a catch. Finally, "ambushers" hide and rush out when a monkey nears.[95] While both adults and infants are taken, adult male colobus monkeys will attack the hunting chimps.[96] Male chimps hunt more than females. When caught and killed, the meal is distributed to all hunting party members and even bystanders.[95]
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Chimpanzees display numerous signs of intelligence, from the ability to remember symbols[97] to cooperation,[98] tool use,[99] and perhaps language.[100] They are among species that have passed the mirror test, suggesting self-awareness.[101] In one study, two young chimpanzees showed retention of mirror self-recognition after one year without access to mirrors.[102] Chimps also display signs of culture among groups, with the learning and transmission of variations in grooming, tool use and foraging techniques leading to localised traditions.[103]
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A 30-year study at Kyoto University's Primate Research Institute has shown that chimps are able to learn to recognise the numbers 1 to 9 and their values. The chimps further show an aptitude for photographic memory, demonstrated in experiments in which the jumbled digits are flashed onto a computer screen for less than a quarter of a second. One chimp, Ayumu, was able to correctly and quickly point to the positions where they appeared in ascending order. Ayumu performed better than human adults who were given the same test.[97]
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In controlled experiments on cooperation, chimpanzees show a basic understanding of cooperation, and recruit the best collaborators.[98] In a group setting with a device that delivered food rewards only to cooperating chimpanzees, cooperation first increased, then, due to competitive behaviour, decreased, before finally increasing to the highest level through punishment and other arbitrage behaviours.[104]
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Great apes show laughter-like vocalisations in response to physical contact, such as wrestling, play chasing, or tickling. This is documented in wild and captive chimpanzees. Chimpanzee laughter is not readily recognisable to humans as such, because it is generated by alternating inhalations and exhalations that sound more like breathing and panting. Instances in which nonhuman primates have expressed joy have been reported. Humans and chimpanzees share similar ticklish areas of the body, such as the armpits and belly. The enjoyment of tickling in chimpanzees does not diminish with age.[105]
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Chimpanzees have displayed different behaviours in response to a dying or dead group member. When witnessing a sudden death, the other group members act in frenzy, with vocalisations, aggressive displays, and touching of the corpse. In one case chimps cared for a dying elder, then attended and cleaned the corpse. Afterward, they avoided the spot where the elder died and behaved in a more subdued manner.[106] Mothers have been reported to carry around and groom their dead infants.[107]
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Experimenters, however, now and then witness behaviour that cannot be readily reconciled with chimpanzee intelligence or theory of mind. Wolfgang Köhler, for instance, reported insightful behaviour in chimpanzees, but he likewise often observed that they experienced "special difficulty" in solving simple problems.[108] Researchers also reported that, when faced with a choice between two persons, chimpanzees were just as likely to beg food from a person who could see the begging gesture as from a person who could not, thereby raising the possibility that chimpanzees lack theory of mind.[109]
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Nearly all chimpanzee populations have been recorded using tools. They modify sticks, rocks, grass, and leaves and use them when foraging for termites, ants, nuts, honey, or water. Despite the lack of complexity, forethought and skill are apparent in making these tools.[99] Chimpanzees have used stone tools since at least 4,300 years ago.[110]
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A chimpanzee from the Kasakela chimpanzee community was the first nonhuman animal reported making a tool, by modifying a twig to use as an instrument for extracting termites from their mound.[111][112] At Taï, chimps simply use their hands to extract termites.[99] When foraging for honey, chimps use modified short sticks to scoop the honey out of the hive, that is, if the bees are stingless. For hives of the dangerous African honeybees, chimps use longer and thinner sticks to extract the honey.[113]
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Chimps also fish for ants using the same tactic.[114] Ant dipping is difficult and some chimps never master it. West African chimps crack open hard nuts with stones or branches.[114][99] Some forethought in this activity is apparent, as these tools are not found together or where the nuts are collected. Nut cracking is also difficult and must be learned.[114] Chimps also use leaves as sponges or spoons to drink water.[115]
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A recent study revealed the use of such advanced tools as spears, which West African chimpanzees in Senegal sharpen with their teeth, being used to spear Senegal bushbabies out of small holes in trees.[116] An eastern chimpanzee has been observed using a modified branch as a tool to capture a squirrel.[117]
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Scientists have attempted to teach human language to several species of great ape. One early attempt by Allen and Beatrix Gardner in the 1960s involved spending 51 months teaching American Sign Language to a chimpanzee named Washoe. The Gardners reported that Washoe learned 151 signs, and had spontaneously taught them to other chimpanzees.[118] Over a longer period of time, Washoe was reported to have learned over 800 signs.[119]
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Debate is ongoing among scientists such as David Premack about chimpanzees' ability to learn language. Since the early reports on Washoe, numerous other studies have been conducted, with varying levels of success.[100] One involved a chimpanzee jokingly named Nim Chimpsky (in allusion to the theorist of language Noam Chomsky), trained by Herbert Terrace of Columbia University. Although his initial reports were quite positive, in November 1979, Terrace and his team, including psycholinguist Thomas Bever, re-evaluated the videotapes of Nim with his trainers, analyzing them frame by frame for signs, as well as for exact context (what was happening both before and after Nim's signs). In the reanalysis, Terrace and Bever concluded that Nim's utterances could be explained merely as prompting on the part of the experimenters, as well as mistakes in reporting the data. "Much of the apes' behavior is pure drill", he said. "Language still stands as an important definition of the human species." In this reversal, Terrace now argued Nim's use of ASL was not like human language acquisition. Nim never initiated conversations himself, rarely introduced new words, and simply imitated what the humans did. More importantly, Nim's word strings varied in their ordering, suggesting that he was incapable of syntax. Nim's sentences also did not grow in length, unlike human children whose vocabulary and sentence length show a strong positive correlation.[120]
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Chimpanzees are rarely represented in African culture, as people regard them as too close to humans for comfort. The Gio people of Liberia and the Hemba people of the Congo have created masks of the animals. Gio masks are crude and blocky and the people wear when teaching young people how not to behave. The Hemba masks have a smile that suggests drunken anger, insanity or horror and are worn during rituals at funerals, representing the "awful reality of death". The masks may also serve to guard households and protect both human and plant fertility. Stories have been told of chimps kidnapping and raping women.[121]
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In Western popular culture, chimpanzees have occasionally been stereotyped as childlike companions, sidekicks or clowns. They are especially suited for the latter role on account of their prominent facial features, long limbs and fast movements, which humans often find amusing. Accordingly, entertainment acts featuring chimpanzees dressed up as humans with lip-synchronised human voices have been traditional staples of circuses, stage shows and TV shows like Lancelot Link, Secret Chimp and The Chimp Channel.[122] From 1926 until 1972, London Zoo, followed by several other zoos around the world, held a chimpanzees' tea party daily, inspiring a long-running series of advertisements for PG Tips tea featuring such a party.[123][124] Animal rights groups have urged a stop to such acts, considering them abusive.[125]
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Chimpanzees in media include Judy on the television series Daktari in the 1960s and Darwin on The Wild Thornberrys in the 1990s. In contrast to the fictional depictions of other animals, such as dogs (as in Lassie), dolphins (Flipper), horses (The Black Stallion) or even other great apes (King Kong), chimpanzee characters and actions are rarely relevant to the plot. Depictions of chimpanzees as individuals rather than stock characters, and as central rather than incidental to the plot can be found in science fiction. Robert A. Heinlein's short story "Jerry Was a Man" (1947) concerns a genetically enhanced chimpanzee suing for better treatment. The 1972 film Conquest of the Planet of the Apes, the third sequel of Planet of the Apes, portrays a futuristic revolt of enslaved apes led by the only talking chimpanzee, Caesar, against their human masters.[122]
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Chimpanzees have traditionally been kept as pets in a few African villages, especially in the Democratic Republic of Congo. In Virunga National Park in the east of the country, the park authorities regularly confiscate chimpanzees from people keeping them as pets.[126] Outside their range, chimpanzees are popular as exotic pets despite their strength and aggression. Even where keeping non-human primates as pets is illegal, the exotic pet trade continues to prosper, leading to injuries from attacks.[127]
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Hundreds of chimpanzees have been kept in laboratories for research. Most such laboratories either conduct or make the animals available for invasive research,[128] defined as "inoculation with an infectious agent, surgery or biopsy conducted for the sake of research and not for the sake of the chimpanzee, and/or drug testing".[129] Research chimpanzees tend to be used repeatedly over decades for up to 40 years, unlike the pattern of use of most laboratory animals.[130] Two federally funded American laboratories use chimps: the Yerkes National Primate Research Center at Emory University in Atlanta, Georgia, and the Southwest National Primate Center in San Antonio, Texas.[131] Five hundred chimps have been retired from laboratory use in the U.S. and live in animal sanctuaries in the U.S. or Canada.[128]
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A five-year moratorium was imposed by the US National Institutes of Health in 1996, because too many chimps had been bred for HIV research, and it has been extended annually since 2001.[131] With the publication of the chimpanzee genome, plans to increase the use of chimps in America were reportedly increasing in 2006, some scientists arguing that the federal moratorium on breeding chimps for research should be lifted.[131][133]
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Other researchers argue that chimps either should not be used in research, or should be treated differently, for instance with legal status as persons.[134] Pascal Gagneux, an evolutionary biologist and primate expert at the University of California, San Diego, argues, given chimpanzees' sense of self, tool use, and genetic similarity to human beings, studies using chimps should follow the ethical guidelines used for human subjects unable to give consent.[131] A recent study suggests chimpanzees which are retired from labs exhibit a form of posttraumatic stress disorder.[135] Stuart Zola, director of the Yerkes laboratory, disagrees. He told National Geographic: "I don't think we should make a distinction between our obligation to treat humanely any species, whether it's a rat or a monkey or a chimpanzee. No matter how much we may wish it, chimps are not human."[131]
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Only one European laboratory, the Biomedical Primate Research Centre in Rijswijk, the Netherlands, used chimpanzees in research. It formerly held 108 chimpanzees among 1,300 non-human primates. The Dutch ministry of science decided to phase out research at the centre from 2001.[136] Trials already under way were however allowed to run their course.[137]
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Chimpanzees including the female Ai have been studied at the Primate Research Institute of Kyoto University, Japan, formerly directed by Tetsuro Matsuzawa, since 1978. Some 12 chimpanzees are currently held at the facility.[138]
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Jane Goodall undertook the first long-term field study of the chimpanzee, begun in Tanzania at Gombe Stream National Park in 1960.[139] Other long-term studies begun in 1960 include A. Kortlandt's in the eastern Democratic Republic of the Congo and Junichiro Itani's in Mahale Mountains National Park in Tanzania.[140] Current understanding of the species' typical behaviours and social organisation has been formed largely from Goodall's ongoing 50-year Gombe research study.[76]
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Chimpanzees have attacked humans.[141][142] In Uganda, several attacks on children have happened, some of them fatal. Some of these attacks may be due to the chimpanzees being intoxicated (from alcohol obtained from rural brewing operations) and mistaking human children[143] for the western red colobus, one of their favourite meals.[144] Human interactions with chimpanzees may be especially dangerous if the chimpanzees perceive humans as potential rivals.[145] At least six cases of chimpanzees snatching and eating human babies are documented.[146]
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A chimpanzee's strength and sharp teeth mean that attacks, even on adult humans, can cause severe injuries. This was evident after the attack and near death of former NASCAR driver St. James Davis, who was mauled by two escaped chimps while he and his wife were celebrating the birthday of their former pet chimp.[147][148] Another example of chimpanzees being aggressive toward humans occurred in 2009 in Stamford, Connecticut, when a 90-kilogram (200 lb), 13-year-old pet chimp named Travis attacked his owner's friend, who lost her hands, eyes, nose, and part of her maxilla from the attack.[149][150]
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Two types of human immunodeficiency virus (HIV) infect humans: HIV-1 and HIV-2. HIV-1 is the more virulent and easily transmitted, and is the source of the majority of HIV infections throughout the world; HIV-2 is largely confined to west Africa.[151] Both types originated in west and central Africa, jumping from other primates to humans. HIV-1 has evolved from a simian immunodeficiency virus (SIVcpz) found in the subspecies P. t. troglodytes of southern Cameroon.[152][153] Kinshasa, in the Democratic Republic of Congo, has the greatest genetic diversity of HIV-1 so far discovered, suggesting the virus has been there longer than anywhere else. HIV-2 crossed species from a different strain of HIV, found in the sooty mangabey monkeys in Guinea-Bissau.[151]
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The chimpanzee is listed on the IUCN Red List as an endangered species. Chimpanzees are legally protected in most of their range, and are found both in and outside national parks. Between 172,700 and 299,700 individuals are thought to be living in the wild,[3] a decrease from about a million chimpanzees in the early 1900s.[154]
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The biggest threats to the chimpanzee are habitat destruction, poaching, and disease. Chimpanzee habitats have been limited by deforestation in both West and Central Africa. Road building has caused habitat degradation and fragmentation of chimpanzee populations, and may allow poachers more access to areas that had not been seriously affected by humans. Although deforestation rates are low in western Central Africa, selective logging may take place outside national parks.[3]
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Chimpanzees are a common target for poachers. In Ivory Coast, chimpanzees make up 1–3% of bushmeat sold in urban markets. They are also taken, often illegally, for the pet trade, and are hunted for medicinal purposes in some areas. Farmers sometimes kill chimpanzees that threaten their crops; others are unintentionally maimed or killed by snares meant for other animals.[3]
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Infectious diseases are a main cause of death for chimpanzees. They succumb to many diseases that afflict humans, because the two species are so similar. As human populations grow, so does the risk of disease transmission between humans and chimpanzees.[3]
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The chimpanzee (Pan troglodytes), also known as the common chimpanzee, robust chimpanzee, or simply chimp, is a species of great ape native to the forest and savannah of tropical Africa. It has four confirmed subspecies and a fifth proposed subspecies. The chimpanzee and the closely related bonobo (sometimes called the "pygmy chimpanzee") are classified in the genus Pan. Evidence from fossils and DNA sequencing shows that Pan is a sister taxon to the human lineage and is humans' closest living relative.
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The chimpanzee is covered in coarse black hair, but has a bare face, fingers, toes, palms of the hands, and soles of the feet. It is larger and more robust than the bonobo, weighing 40–70 kg (88–154 lb) for males and 27–50 kg (60–110 lb) for females and standing 100 to 150 cm (3 ft 3 in to 4 ft 11 in). Its gestation period is eight months. The infant is weaned at about three years old, but usually maintains a close relationship with its mother for several years more. The chimpanzee lives in groups that range in size from 15 to 150 members, although individuals travel and forage in much smaller groups during the day. The species lives in a strict male-dominated hierarchy, where disputes are generally settled without the need for violence. Nearly all chimpanzee populations have been recorded using tools, modifying sticks, rocks, grass and leaves and using them for hunting and acquiring honey, termites, ants, nuts and water. The species has also been found creating sharpened sticks to spear small mammals.
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The chimpanzee is listed on the IUCN Red List as an endangered species. Between 170,000 and 300,000 individuals are estimated across its range. The biggest threats to the chimpanzee are habitat loss, poaching, and disease. Chimpanzees appear in Western popular culture as stereotyped clown-figures, and have featured in entertainments such as chimpanzees' tea parties, circus acts and stage shows. They are sometimes kept as pets, though their strength and aggressiveness makes them dangerous in this role. Some hundreds have been kept in laboratories for research, especially in America. Many attempts have been made to teach languages such as American Sign Language to chimpanzees, with limited success.
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The English word chimpanzee is first recorded in 1738.[4] It is derived from Vili ci-mpenze[5] or Tshiluba language chimpenze, with a meaning of "ape".[6] The colloquialism "chimp" was most likely coined some time in the late 1870s.[7] The genus name Pan derives from the Greek god, while the specific name troglodytes was taken from the Troglodytae, a mythical race of cave-dwellers.[8][9]
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The first great ape known to Western science in the 17th century was the "orang-outang" (genus Pongo), the local Malay name being recorded in Java by the Dutch physician Jacobus Bontius. In 1641, the Dutch anatomist Nicolaes Tulp applied the name to a chimpanzee or bonobo brought to the Netherlands from Angola.[10] Another Dutch anatomist, Peter Camper, dissected specimens from Central Africa and Southeast Asia in the 1770s, noting the differences between the African and Asian apes. The German naturalist Johann Friedrich Blumenbach classified the chimpanzee as Simia troglodytes by 1775. Another German naturalist, Lorenz Oken, coined the genus Pan in 1816. The bonobo was recognised as distinct from the chimpanzee by 1933.[8][9][11]
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Despite a large number of Homo fossil finds, Pan fossils were not described until 2005. Existing chimpanzee populations in West and Central Africa do not overlap with the major human fossil sites in East Africa, but chimpanzee fossils have now been reported from Kenya. This indicates that both humans and members of the Pan clade were present in the East African Rift Valley during the Middle Pleistocene.[13]
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DNA evidence suggests the bonobo and chimpanzee species separated from each other less than one million years ago (similar in relation between Homo sapiens and Neanderthals).[14][15] A 2017 genetic study suggests ancient gene flow (introgression) between 200 and 550 thousand years ago from the bonobo into the ancestors of central and eastern chimpanzees.[16] The chimpanzee line split from the last common ancestor of the human line around six million years ago. Because no species other than Homo sapiens has survived from the human line of that branching, both chimpanzee species are the closest living relatives of humans; the lineage of humans and chimpanzees diverged from gorillas (genus Gorilla) about seven million years ago. A 2003 study argues the chimpanzee should be included in the human branch as Homo troglodytes, and notes "experts say many scientists are likely to resist the reclassification, especially in the emotionally-charged and often disputed field of anthropology".[17]
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Four subspecies of the chimpanzee have been recognised,[18][19] with the possibility of a fifth:[16][20]
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Human and chimpanzee DNA is very similar. A Chimpanzee Genome Project was initiated after the completion of the Human Genome Project. In December 2003, a preliminary analysis of 7600 genes shared between the two genomes confirmed that certain genes, such as the forkhead-box P2 transcription factor which is involved in speech development, have undergone rapid evolution in the human lineage. A draft version of the chimpanzee genome was published on 1 September 2005 by the Chimpanzee Sequencing and Analysis Consortium.[21][22]
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The DNA sequence differences between humans and chimpanzees consist of about 35 million single-nucleotide changes, five million insertion/deletion events, and various chromosomal rearrangements. Typical human and chimp protein homologs differ in an average of only two amino acids. About 30% of all human proteins are identical in sequence to the corresponding chimp protein. Duplications of small parts of chromosomes have been the major source of differences between human and chimp genetic material; about 2.7% of the corresponding modern genomes represent differences, produced by gene duplications or deletions, since humans and chimps diverged from their common evolutionary ancestor.[21][22]
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Chimpanzees have a standing height of 100–150 cm (3 ft 3 in–4 ft 11 in).[23] Wild adult males weigh between 40–70 kg (88–154 lb)[24][25][26] with females weighing between 27–50 kg (60–110 lb).[27] Males in captivity can be overweight, reaching weights up to 91 kg (201 lb).[28]
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The chimpanzee is more robustly built than the bonobo but less than the gorilla. The arms of a chimp are longer than its legs, and can reach below the knees. The hands have long fingers with short thumbs and flat fingernails. The feet are adapted for grasping, the big toe being opposable. The pelvis is long with an extended ilium. A chimp's head is rounded with a prominent and prognathous face and a pronounced brow ridge. It has forward-facing eyes, a small nose, rounded non-lobed ears, a long mobile upper lip and, in adult males, sharp canine teeth. Chimps lack the prominent sagittal crest and associated head and neck musculature of gorillas.[29][11]
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Chimpanzee bodies are covered by coarse hair, except for the face, fingers, toes, palms of the hands, and soles of the feet. Chimps lose more hair as they age, and develop bald spots. The hair of a chimp is typically black but can be brown or ginger. As they get older, white or grey patches may appear, particularly on the chin and lower region. The skin may range from pale to dark, females develop swelling pink skin when in oestrus.[29][11]
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Chimpanzees are adapted for both arboreal and terrestrial locomotion. Arboreal locomotion consists of vertical climbing and brachiation.[30][31] On the ground chimps move both quadrupedally and bipedally, which appear to have similar energy costs.[32] As with bonobos and gorillas, chimps move quadrupedally by knuckle-walking, which probably evolved independently in Pan and Gorilla.[33] The physical strength of chimps is around 1.5 times greater than humans, due to higher content of fast twitch muscle fibres, one of the chimpanzee's adaptations for climbing and swinging.[34]
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The chimpanzee is a highly adaptable species. It lives in a variety of habitats, including dry savanna, evergreen rainforest, montane forest, swamp forest and dry woodland-savanna mosaic.[35][36] In Gombe, the chimpanzee mostly uses semideciduous and evergreen forest as well as open woodland.[37] At Bossou, the chimpanzee inhabits multistage secondary deciduous forest, which have grown after shifting cultivation, as well as primary forest and grassland.[38] At Taï, it is found in the last remaining tropical rain forest in Ivory Coast.[39] The chimpanzee has an advanced cognitive map of its home range and can repeatedly find food.[40] The chimpanzee makes a night nest in a tree in a new location every night, with every chimpanzee in a separate nest other than infants or juvenile chimpanzees, which sleep with their mothers.[41]
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The chimpanzee is an omnivorous frugivore. It prefers fruit above all other food items but also eats leaves and leaf buds, seeds, blossoms, stems, pith, bark and resin.[42][43] A study in Budongo Forest, Uganda found that 64.5% of their chimp feeding time concentrated on fruits (84.6% of which being ripe), particularly those from two species of Ficus, Maesopsis eminii and Celtis durandii. In addition, 19% of feeding time was spent on arboreal leaves, mostly Broussonetia papyrifera and Celtis mildbraedii.[44] While the chimpanzee is mostly herbivorous, it does eat honey, soil, insects, birds and their eggs, and small to medium-sized mammals, including other primates.[42][45] Insect species consumed include the weaver ant Oecophylla longinoda, Macrotermes termites and honey bees.[46][47] The western red colobus ranks at the top of preferred mammal prey. Other mammalian prey include red-tailed monkeys, infant and juvenile yellow baboons, bush babies, blue duikers, bushbucks, and common warthogs.[48]
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Despite the fact that chimpanzees are known to hunt, and to collect insects and other invertebrates, such food actually makes up a very small portion of their diet, from as little as 2% yearly to as much as 65 grams of animal flesh per day for each adult chimpanzee in peak hunting seasons. This also varies from troop to troop and year to year. However, in all cases, the majority of their diet consists of fruits, leaves, roots, and other plant matter.[43][49] Female chimpanzees appear to consume much less animal flesh than males, according to several studies.[50] Jane Goodall documented many occasions within Gombe Stream National Park of chimpanzees and western red colobus monkeys ignoring each other within close proximity.[51][41]
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Chimpanzees do not appear to directly compete with gorillas in areas where they overlap. When fruit is abundant gorilla and chimp diets converge, but when fruit is scarce gorillas resort to vegetation.[52] The two apes may also feed on different species, whether fruit or insects.[53][46][47] Chimps and gorillas usually ignore or avoid each other when feeding on the same tree, although hostile encounters have occasionally been documented.[52][54]
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The average lifespan of a chimpanzee in the wild is relatively short, usually less than 15 years, although individuals that reach 12 years may live an additional 15. Wild individuals may live over 25 years and on rare occasions, around 60 years. Captive chimps tend to live longer, with average lifespans of 31.7 years for males and 38.7 years for females; the oldest known captive chimp to have been documented lived to 63 years.[55]
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Leopards prey on chimpanzees in some areas.[56][57] It is possible that much of the mortality caused by leopards can be attributed to individuals that have specialised in chimp-killing.[56] Chimps may react to a leopard's presence with loud vocalising, branch shaking and throwing objects.[58][56] There is at least one record of chimps killing a leopard cub, after mobbing it and its mother in their den.[59] Four chimpanzees could have fallen prey to lions at Mahale Mountains National Park. Although no other instances of lion predation on chimpanzees have been recorded, lions likely do kill chimps occasionally and the larger group sizes of savanna chimps may have developed as a response to threats from these big cats. Chimps may react to lions by fleeing up trees, vocalising or hiding in silence.[60]
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Chimps and humans share only 50% of their parasite and microbe species. This is due to the differences in environmental and dietary adaptations; human internal parasite species overlap more with omnivorous, savanna-dwelling baboons.[61] The chimpanzee is host to the louse species Pediculus schaeffi, a close relative of P. humanus which infests human head and body hair. By contrast, the human pubic louse Pthirus pubis is closely related to Pthirus gorillae which infests gorillas.[62] A 2017 study of gastrointestinal parasites of wild chimps in degraded forest in Uganda found nine species of protozoa, five nematodes, one cestode, and one trematode. The most prevalent species was the protozoan Troglodytella abrassarti.[63]
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Recent studies have suggested that human observers influence chimpanzee behaviour. One suggestion is that drones, camera traps and remote microphones should be used to record and monitor chimpanzees rather than direct observation.[64]
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Chimpanzees live in communities that typically range from 20 to more than 150 members, but spend most of their time travelling in small, temporary groups consisting of a few individuals, which may consist of any combination of age and sex classes. Both males and females sometimes travel alone.[41] This fission-fusion society may include groups of four types: all-male, adult females and offspring, both sexes, or one female and her offspring. These smaller groups emerge in a variety of types, for a variety of purposes. For example, an all-male troop may be organised to hunt for meat, while a group consisting of lactating females serves to act as a "nursery group" for the young.[65]
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At the core of social structures are males, which roam around, protect group members, and search for food. Males remain in their natal communities, while females generally emigrate at adolescence. As such, males in a community are more likely to be related to one another than females are to each other. Among males there is generally a dominance hierarchy, and males are dominant over females.[66] However, this unusual fission-fusion social structure, "in which portions of the parent group may on a regular basis separate from and then rejoin the rest,"[67] is highly variable in terms of which particular individual chimpanzees congregate at a given time. This is caused mainly by the large measure of individual autonomy that individuals have within their fission-fusion social groups.[29] As a result, individual chimpanzees often forage for food alone, or in smaller groups as opposed to the much larger "parent" group, which encompasses all the chimpanzees which regularly come into contact and congregate into parties in a particular area.[65]
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Male chimpanzees exist in a linear dominance hierarchy. Top-ranking males tend to be aggressive even during dominance stability.[68] This is probably due to the chimp's fission-fusion society, with male chimps leaving groups and returning after extended periods of time. With this, a dominant male is unsure if any "political maneuvering" has occurred and must re-establish his dominance. Thus, a large amount of aggression occurs 5–15 minutes after a reunion. During aggressive encounters, displays are preferred to attacks.[68][69]
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Males maintain and improve their social ranks by forming coalitions, which have been characterised as "exploitative" and are based on an individual's influence in agonistic interactions.[70] Being in a coalition allows males to dominate a third individual when they could not by themselves, as politically apt chimps can exert power over aggressive interactions regardless of their rank. Coalitions can also give an individual male the confidence to challenge a dominant male. The more allies a male has, the better his chance of becoming dominant. However, most changes in hierarchical rank are caused by dyadic interactions.[68][71] Chimpanzee alliances can be very fickle and one member may turn on another if it benefits him.[72]
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Low-ranking males commonly switch sides in disputes between more dominant individuals. Low-ranking males benefit from an unstable hierarchy and have increased sexual opportunities if there is one.[70][72] In addition, conflicts between dominant males cause them to focus on each other rather than the lower-ranking males. Social hierarchies among adult females tend to be weaker. Nevertheless, the status of an adult female may be important for her offspring.[73] Females in Taï have also been recorded to form alliances.[74] Social grooming appears to be important in the formation and maintenance of coalitions. It is more common among adult males than adult females and between males and females.[71]
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Chimpanzees have been described as highly territorial and will kill other chimps,[75] although Margaret Power wrote in her 1991 book The Egalitarians that the field studies from which the aggressive data came, Gombe and Mahale, used artificial feeding systems that increased aggression in the chimpanzee populations studied, and might not reflect innate characteristics of the species as a whole as such.[76] In the years following her artificial feeding conditions at Gombe, Jane Goodall described groups of male chimps patrolling the borders of their territory, brutally attacking chimps which had split off from the Gombe group. A study published in 2010 found that the chimpanzees' wage wars over land, not mates.[77] Patrol parties from smaller groups are more likely to avoid contact with their neighbours. Patrol parties from large groups even take over a smaller group's territory, gaining access to more resources, food, and females.[78][72] While it was traditionally accepted that only female chimpanzees immigrate into new communities, there is some evidence adult male chimpanzees can occasionally immigrate safely into new communities too. How these males avoid being killed by resident males is not clear.[79]
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Chimpanzees mate throughout the year, although the number of females in oestrus varies seasonally in a group.[80] Female chimps are more likely to come into oestrus when food is readily available. Oestrous females exhibit sexual swellings. Chimps are promiscuous; during oestrus, females mate with several males in their community, while males have large testicles for sperm competition. Other forms of mating also exist. A community's dominant males sometimes restrict reproductive access to females. A male and female can form a consortship and mate outside their community. In addition, females sometimes leave their community and mate with males from neighboring communities.[81][82]
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These alternative mating strategies give females more mating opportunities without losing the support of the males in their community.[82] Infanticide has been recorded in chimp communities in some areas and the victims are often consumed. Male chimps practice infanticide on unrelated young to shorten the interbirth intervals in the females.[83][84] Females sometimes practice infanticide; this may be related to the dominance hierarchy in females, or may simply be pathological.[73]
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Copulation is brief, lasting approximately 7 seconds.[85] The gestation period is eight months.[29] Care for the young is provided mostly by their mothers. The survival and emotional health of the young is dependent on maternal care. Mothers provide their young with food, warmth, and protection, and teach them certain skills. In addition, a chimp's future rank may be dependent on its mother's status.[86][87] Newborn chimps are helpless; their grasping reflex is not strong enough to support them for more than a few seconds. For their first 30 days, infants cling to their mother's bellies. Infants are unable to support their own weight for their first two months and need their mothers' support.[88]
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When they reach five to six months, infants ride on their mothers' backs. They remain in continual contact for the rest of their first year. When they reach two years of age, they are able to move and sit independently, and start moving beyond the arms reach of their mothers. By four to six years, chimps are weaned and infancy ends. The juvenile period for chimps lasts from their sixth to ninth years. Juveniles remain close to their mothers, but interact an increasing amount with other members of their community. Adolescent females move between groups and are supported by their mothers in agonistic encounters. Adolescent males spend time with adult males in social activities like hunting and boundary patrolling.[88] A captive study suggests males can safely immigrate to a new group if accompanied by immigrant females who have an existing relationship with this male. This gives the resident males reproductive advantages with these females, as they are more inclined to remain in the group if their male friend is also accepted. [89]
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Chimpanzees use facial expressions, postures, and sounds to communicate with each other. Chimps have expressive faces that are important in close-up communications. When frightened, a "full closed grin" causes nearby individuals to be fearful, as well. Playful chimps display an open-mouthed grin. Chimps may also express themselves with the "pout", which is made in distress, the "sneer", which is made when threatening or fearful, and "compressed-lips face", which is a type of display. When submitting to a dominant individual, a chimp crunches, bobs, and extends a hand. When in an aggressive mode, a chimp swaggers bipedally, hunched over and arms waving, in an attempt to exaggerate its size.[91] While travelling, chimps keep in contact by beating their hands and feet against the trunks of large trees, an act that is known as "drumming". They also do this when encountering individuals from other communities.[92]
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Vocalisations are also important in chimp communication. The most common call in adults is the "pant-hoot", which may signal social rank and bond as well keep groups together. Pant-hoots are made of four parts, starting with soft "hoos", the introduction; that gets louder and louder, the build-up; and climax into screams and sometimes barks; these die down back to soft "hoos" during the letdown phase as the call ends.[92][90] Grunting is made in situations like feeding and greeting.[92] Submissive individuals make "pant-grunts" towards their superiors.[93][73] Whimpering is made by young chimps as a form of begging or when lost from the group.[92] Chimps use distance calls to draw attention to danger, food sources, or other community members.[94] "Barks" may be made as "short barks" when hunting and "tonal barks" when sighting large snakes.[92]
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When hunting small monkeys such as the red colobus, chimpanzees hunt where the forest canopy is interrupted or irregular. This allows them to easily corner the monkeys when chasing them in the appropriate direction. Chimps may also hunt as a coordinated team, so that they can corner their prey even in a continuous canopy. During an arboreal hunt, each chimp in the hunting groups has a role. "Drivers" serve to keep the prey running in a certain direction and follow them without attempting to make a catch. "Blockers" are stationed at the bottom of the trees and climb up to block prey that takes off in a different direction. "Chasers" move quickly and try to make a catch. Finally, "ambushers" hide and rush out when a monkey nears.[95] While both adults and infants are taken, adult male colobus monkeys will attack the hunting chimps.[96] Male chimps hunt more than females. When caught and killed, the meal is distributed to all hunting party members and even bystanders.[95]
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Chimpanzees display numerous signs of intelligence, from the ability to remember symbols[97] to cooperation,[98] tool use,[99] and perhaps language.[100] They are among species that have passed the mirror test, suggesting self-awareness.[101] In one study, two young chimpanzees showed retention of mirror self-recognition after one year without access to mirrors.[102] Chimps also display signs of culture among groups, with the learning and transmission of variations in grooming, tool use and foraging techniques leading to localised traditions.[103]
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A 30-year study at Kyoto University's Primate Research Institute has shown that chimps are able to learn to recognise the numbers 1 to 9 and their values. The chimps further show an aptitude for photographic memory, demonstrated in experiments in which the jumbled digits are flashed onto a computer screen for less than a quarter of a second. One chimp, Ayumu, was able to correctly and quickly point to the positions where they appeared in ascending order. Ayumu performed better than human adults who were given the same test.[97]
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In controlled experiments on cooperation, chimpanzees show a basic understanding of cooperation, and recruit the best collaborators.[98] In a group setting with a device that delivered food rewards only to cooperating chimpanzees, cooperation first increased, then, due to competitive behaviour, decreased, before finally increasing to the highest level through punishment and other arbitrage behaviours.[104]
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Great apes show laughter-like vocalisations in response to physical contact, such as wrestling, play chasing, or tickling. This is documented in wild and captive chimpanzees. Chimpanzee laughter is not readily recognisable to humans as such, because it is generated by alternating inhalations and exhalations that sound more like breathing and panting. Instances in which nonhuman primates have expressed joy have been reported. Humans and chimpanzees share similar ticklish areas of the body, such as the armpits and belly. The enjoyment of tickling in chimpanzees does not diminish with age.[105]
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Chimpanzees have displayed different behaviours in response to a dying or dead group member. When witnessing a sudden death, the other group members act in frenzy, with vocalisations, aggressive displays, and touching of the corpse. In one case chimps cared for a dying elder, then attended and cleaned the corpse. Afterward, they avoided the spot where the elder died and behaved in a more subdued manner.[106] Mothers have been reported to carry around and groom their dead infants.[107]
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Experimenters, however, now and then witness behaviour that cannot be readily reconciled with chimpanzee intelligence or theory of mind. Wolfgang Köhler, for instance, reported insightful behaviour in chimpanzees, but he likewise often observed that they experienced "special difficulty" in solving simple problems.[108] Researchers also reported that, when faced with a choice between two persons, chimpanzees were just as likely to beg food from a person who could see the begging gesture as from a person who could not, thereby raising the possibility that chimpanzees lack theory of mind.[109]
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Nearly all chimpanzee populations have been recorded using tools. They modify sticks, rocks, grass, and leaves and use them when foraging for termites, ants, nuts, honey, or water. Despite the lack of complexity, forethought and skill are apparent in making these tools.[99] Chimpanzees have used stone tools since at least 4,300 years ago.[110]
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A chimpanzee from the Kasakela chimpanzee community was the first nonhuman animal reported making a tool, by modifying a twig to use as an instrument for extracting termites from their mound.[111][112] At Taï, chimps simply use their hands to extract termites.[99] When foraging for honey, chimps use modified short sticks to scoop the honey out of the hive, that is, if the bees are stingless. For hives of the dangerous African honeybees, chimps use longer and thinner sticks to extract the honey.[113]
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Chimps also fish for ants using the same tactic.[114] Ant dipping is difficult and some chimps never master it. West African chimps crack open hard nuts with stones or branches.[114][99] Some forethought in this activity is apparent, as these tools are not found together or where the nuts are collected. Nut cracking is also difficult and must be learned.[114] Chimps also use leaves as sponges or spoons to drink water.[115]
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A recent study revealed the use of such advanced tools as spears, which West African chimpanzees in Senegal sharpen with their teeth, being used to spear Senegal bushbabies out of small holes in trees.[116] An eastern chimpanzee has been observed using a modified branch as a tool to capture a squirrel.[117]
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Scientists have attempted to teach human language to several species of great ape. One early attempt by Allen and Beatrix Gardner in the 1960s involved spending 51 months teaching American Sign Language to a chimpanzee named Washoe. The Gardners reported that Washoe learned 151 signs, and had spontaneously taught them to other chimpanzees.[118] Over a longer period of time, Washoe was reported to have learned over 800 signs.[119]
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Debate is ongoing among scientists such as David Premack about chimpanzees' ability to learn language. Since the early reports on Washoe, numerous other studies have been conducted, with varying levels of success.[100] One involved a chimpanzee jokingly named Nim Chimpsky (in allusion to the theorist of language Noam Chomsky), trained by Herbert Terrace of Columbia University. Although his initial reports were quite positive, in November 1979, Terrace and his team, including psycholinguist Thomas Bever, re-evaluated the videotapes of Nim with his trainers, analyzing them frame by frame for signs, as well as for exact context (what was happening both before and after Nim's signs). In the reanalysis, Terrace and Bever concluded that Nim's utterances could be explained merely as prompting on the part of the experimenters, as well as mistakes in reporting the data. "Much of the apes' behavior is pure drill", he said. "Language still stands as an important definition of the human species." In this reversal, Terrace now argued Nim's use of ASL was not like human language acquisition. Nim never initiated conversations himself, rarely introduced new words, and simply imitated what the humans did. More importantly, Nim's word strings varied in their ordering, suggesting that he was incapable of syntax. Nim's sentences also did not grow in length, unlike human children whose vocabulary and sentence length show a strong positive correlation.[120]
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Chimpanzees are rarely represented in African culture, as people regard them as too close to humans for comfort. The Gio people of Liberia and the Hemba people of the Congo have created masks of the animals. Gio masks are crude and blocky and the people wear when teaching young people how not to behave. The Hemba masks have a smile that suggests drunken anger, insanity or horror and are worn during rituals at funerals, representing the "awful reality of death". The masks may also serve to guard households and protect both human and plant fertility. Stories have been told of chimps kidnapping and raping women.[121]
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In Western popular culture, chimpanzees have occasionally been stereotyped as childlike companions, sidekicks or clowns. They are especially suited for the latter role on account of their prominent facial features, long limbs and fast movements, which humans often find amusing. Accordingly, entertainment acts featuring chimpanzees dressed up as humans with lip-synchronised human voices have been traditional staples of circuses, stage shows and TV shows like Lancelot Link, Secret Chimp and The Chimp Channel.[122] From 1926 until 1972, London Zoo, followed by several other zoos around the world, held a chimpanzees' tea party daily, inspiring a long-running series of advertisements for PG Tips tea featuring such a party.[123][124] Animal rights groups have urged a stop to such acts, considering them abusive.[125]
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Chimpanzees in media include Judy on the television series Daktari in the 1960s and Darwin on The Wild Thornberrys in the 1990s. In contrast to the fictional depictions of other animals, such as dogs (as in Lassie), dolphins (Flipper), horses (The Black Stallion) or even other great apes (King Kong), chimpanzee characters and actions are rarely relevant to the plot. Depictions of chimpanzees as individuals rather than stock characters, and as central rather than incidental to the plot can be found in science fiction. Robert A. Heinlein's short story "Jerry Was a Man" (1947) concerns a genetically enhanced chimpanzee suing for better treatment. The 1972 film Conquest of the Planet of the Apes, the third sequel of Planet of the Apes, portrays a futuristic revolt of enslaved apes led by the only talking chimpanzee, Caesar, against their human masters.[122]
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Chimpanzees have traditionally been kept as pets in a few African villages, especially in the Democratic Republic of Congo. In Virunga National Park in the east of the country, the park authorities regularly confiscate chimpanzees from people keeping them as pets.[126] Outside their range, chimpanzees are popular as exotic pets despite their strength and aggression. Even where keeping non-human primates as pets is illegal, the exotic pet trade continues to prosper, leading to injuries from attacks.[127]
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Hundreds of chimpanzees have been kept in laboratories for research. Most such laboratories either conduct or make the animals available for invasive research,[128] defined as "inoculation with an infectious agent, surgery or biopsy conducted for the sake of research and not for the sake of the chimpanzee, and/or drug testing".[129] Research chimpanzees tend to be used repeatedly over decades for up to 40 years, unlike the pattern of use of most laboratory animals.[130] Two federally funded American laboratories use chimps: the Yerkes National Primate Research Center at Emory University in Atlanta, Georgia, and the Southwest National Primate Center in San Antonio, Texas.[131] Five hundred chimps have been retired from laboratory use in the U.S. and live in animal sanctuaries in the U.S. or Canada.[128]
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A five-year moratorium was imposed by the US National Institutes of Health in 1996, because too many chimps had been bred for HIV research, and it has been extended annually since 2001.[131] With the publication of the chimpanzee genome, plans to increase the use of chimps in America were reportedly increasing in 2006, some scientists arguing that the federal moratorium on breeding chimps for research should be lifted.[131][133]
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Other researchers argue that chimps either should not be used in research, or should be treated differently, for instance with legal status as persons.[134] Pascal Gagneux, an evolutionary biologist and primate expert at the University of California, San Diego, argues, given chimpanzees' sense of self, tool use, and genetic similarity to human beings, studies using chimps should follow the ethical guidelines used for human subjects unable to give consent.[131] A recent study suggests chimpanzees which are retired from labs exhibit a form of posttraumatic stress disorder.[135] Stuart Zola, director of the Yerkes laboratory, disagrees. He told National Geographic: "I don't think we should make a distinction between our obligation to treat humanely any species, whether it's a rat or a monkey or a chimpanzee. No matter how much we may wish it, chimps are not human."[131]
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Only one European laboratory, the Biomedical Primate Research Centre in Rijswijk, the Netherlands, used chimpanzees in research. It formerly held 108 chimpanzees among 1,300 non-human primates. The Dutch ministry of science decided to phase out research at the centre from 2001.[136] Trials already under way were however allowed to run their course.[137]
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Chimpanzees including the female Ai have been studied at the Primate Research Institute of Kyoto University, Japan, formerly directed by Tetsuro Matsuzawa, since 1978. Some 12 chimpanzees are currently held at the facility.[138]
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Jane Goodall undertook the first long-term field study of the chimpanzee, begun in Tanzania at Gombe Stream National Park in 1960.[139] Other long-term studies begun in 1960 include A. Kortlandt's in the eastern Democratic Republic of the Congo and Junichiro Itani's in Mahale Mountains National Park in Tanzania.[140] Current understanding of the species' typical behaviours and social organisation has been formed largely from Goodall's ongoing 50-year Gombe research study.[76]
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Chimpanzees have attacked humans.[141][142] In Uganda, several attacks on children have happened, some of them fatal. Some of these attacks may be due to the chimpanzees being intoxicated (from alcohol obtained from rural brewing operations) and mistaking human children[143] for the western red colobus, one of their favourite meals.[144] Human interactions with chimpanzees may be especially dangerous if the chimpanzees perceive humans as potential rivals.[145] At least six cases of chimpanzees snatching and eating human babies are documented.[146]
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A chimpanzee's strength and sharp teeth mean that attacks, even on adult humans, can cause severe injuries. This was evident after the attack and near death of former NASCAR driver St. James Davis, who was mauled by two escaped chimps while he and his wife were celebrating the birthday of their former pet chimp.[147][148] Another example of chimpanzees being aggressive toward humans occurred in 2009 in Stamford, Connecticut, when a 90-kilogram (200 lb), 13-year-old pet chimp named Travis attacked his owner's friend, who lost her hands, eyes, nose, and part of her maxilla from the attack.[149][150]
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Two types of human immunodeficiency virus (HIV) infect humans: HIV-1 and HIV-2. HIV-1 is the more virulent and easily transmitted, and is the source of the majority of HIV infections throughout the world; HIV-2 is largely confined to west Africa.[151] Both types originated in west and central Africa, jumping from other primates to humans. HIV-1 has evolved from a simian immunodeficiency virus (SIVcpz) found in the subspecies P. t. troglodytes of southern Cameroon.[152][153] Kinshasa, in the Democratic Republic of Congo, has the greatest genetic diversity of HIV-1 so far discovered, suggesting the virus has been there longer than anywhere else. HIV-2 crossed species from a different strain of HIV, found in the sooty mangabey monkeys in Guinea-Bissau.[151]
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The chimpanzee is listed on the IUCN Red List as an endangered species. Chimpanzees are legally protected in most of their range, and are found both in and outside national parks. Between 172,700 and 299,700 individuals are thought to be living in the wild,[3] a decrease from about a million chimpanzees in the early 1900s.[154]
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The biggest threats to the chimpanzee are habitat destruction, poaching, and disease. Chimpanzee habitats have been limited by deforestation in both West and Central Africa. Road building has caused habitat degradation and fragmentation of chimpanzee populations, and may allow poachers more access to areas that had not been seriously affected by humans. Although deforestation rates are low in western Central Africa, selective logging may take place outside national parks.[3]
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Chimpanzees are a common target for poachers. In Ivory Coast, chimpanzees make up 1–3% of bushmeat sold in urban markets. They are also taken, often illegally, for the pet trade, and are hunted for medicinal purposes in some areas. Farmers sometimes kill chimpanzees that threaten their crops; others are unintentionally maimed or killed by snares meant for other animals.[3]
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Infectious diseases are a main cause of death for chimpanzees. They succumb to many diseases that afflict humans, because the two species are so similar. As human populations grow, so does the risk of disease transmission between humans and chimpanzees.[3]
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The bonobo (/bəˈnoʊboʊ, ˈbɒnəboʊ/; Pan paniscus), also historically called the pygmy chimpanzee and less often, the dwarf or gracile chimpanzee,[3] is an endangered great ape and one of the two species making up the genus Pan; the other being the common chimpanzee (Pan troglodytes).[4] Although bonobos are not a subspecies of chimpanzee (Pan troglodytes), but rather a distinct species in their own right, both species are sometimes referred to collectively using the generalized term chimpanzees, or chimps. Taxonomically, the members of the chimpanzee/bonobo subtribe Panina (comprised entirely by the genus Pan) are collectively termed panins.[5][6]
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The bonobo is distinguished by relatively long legs, pink lips, dark face, tail-tuft through adulthood, and parted long hair on its head. The bonobo is found in a 500,000 km2 (190,000 sq mi) area of the Congo Basin in the Democratic Republic of the Congo, Central Africa. The species is omnivorous and inhabits primary and secondary forests, including seasonally inundated swamp forests. Because of political instability in the region and the timidity of bonobos, there has been relatively little field work done observing the species in its natural habitat.
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Along with the common chimpanzee, the bonobo is the closest extant relative to humans.[4] As the two species are not proficient swimmers, the formation of the Congo River 1.5–2 million years ago possibly led to the speciation of the bonobo. Bonobos live south of the river, and thereby were separated from the ancestors of the common chimpanzee, which live north of the river. There are no concrete data on population numbers, but the estimate is between 29,500 and 50,000 individuals. The species is listed as Endangered on the IUCN Red List and is threatened by habitat destruction and human population growth and movement, though commercial poaching is the most prominent threat. Bonobos typically live 40 years in captivity; their lifespan in the wild is unknown, but it is almost certainly much shorter.[7]
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Despite the species' common name "pygmy chimpanzee", the bonobo is not especially diminutive when compared to the common chimpanzee, with exception of its head. The appellative "pygmy" is attributable to the species' namer, Ernst Schwarz, who classified the species on the basis of a previously mislabeled bonobo cranium, noting its diminutive size compared to chimpanzee skulls.[8]
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The name "bonobo" first appeared in 1954, when Austrian zoologist Eduard Paul Tratz and German biologist Heinz Heck proposed it as a new and separate generic term for pygmy chimpanzees. The name is thought to derive from a misspelling on a shipping crate from the town of Bolobo on the Congo River near the location from which the first bonobo specimens were collected in the 1920s.[9][10]
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The bonobo was first recognised as a distinct taxon in 1928 by German anatomist Ernst Schwarz, based on a skull in the Tervuren Museum in Belgium which had previously been classified as a juvenile chimp (Pan troglodytes). Schwarz published his findings in 1929, classifying the bonobo as a subspecies of chimp.[11][12] In 1933, American anatomist Harold Coolidge elevated it to species status.[12][13] Major behavioural differences between bonobos and chimps were first discussed in detail by Tratz and Heck in the early 1950s.[14] American psychologist and primatologist Robert Yerkes was also one of the first to notice major behavioural differences.[15]
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The first official publication of the sequencing and assembly of the bonobo genome was published in June 2012. The genome of a female bonobo from the Leipzig zoo was deposited with the International Nucleotide Sequence Database Collaboration (DDBJ/EMBL/GenBank) under the EMBL accession number AJFE01000000[16] after a previous analysis by the National Human Genome Research Institute confirmed that the bonobo genome is about 0.4% divergent from the chimpanzee genome.[17]
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Bonobos and chimps are the two species which make up the genus Pan, and are the closest living relatives to humans (Homo sapiens).[18][19]
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The exact timing of the Pan–Homo last common ancestor is contentious, but DNA comparison suggests continual interbreeding between ancestral Pan and Homo groups, post-divergence, until about 4 million years ago.[20]
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DNA evidence suggests the bonobo and common chimpanzee species diverged approximately 890,000–860,000 years ago due to separation of these two populations possibly due to acidification and the spread of savannas at this time. Currently, these two species are separated by the Congo River, which had existed well before the divergence date, though ancestral Pan may have dispersed across the river using corridors which no longer exist.[21] The first Pan fossils were reported in 2005 from the Middle Pleistocene (after the bonobo–chimp split) of Kenya, alongside early Homo fossils.[22]
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According to A. Zihlman, bonobo body proportions closely resemble those of Australopithecus,[23] leading evolutionary biologist Jeremy Griffith to suggest that bonobos may be a living example of our distant human ancestors.[24] According to Australian anthropologists Gary Clark and Maciej Henneberg, human ancestors went through a bonobo-like phase featuring reduced aggression and associated anatomical changes, exemplified in Ardipithecus ramidus.[25]
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The bonobo is commonly considered to be more gracile than the common chimpanzee. Although large male chimpanzees can exceed any bonobo in bulk and weight, the two species actually broadly overlap in body size. Adult female bonobos are somewhat smaller than adult males. Body mass in males ranges from 34 to 60 kg (75 to 132 lb), against an average of 30 kg (66 lb) in females. The total length of bonobos (from the nose to the rump while on all fours) is 70 to 83 cm (28 to 33 in).[26][27][28][29] When adult bonobos and chimpanzees stand up on their legs, they can both attain a height of 115 cm (45 in).[30] The bonobo's head is relatively smaller than that of the common chimpanzee with less prominent brow ridges above the eyes. It has a black face with pink lips, small ears, wide nostrils, and long hair on its head that forms a parting. Females have slightly more prominent breasts, in contrast to the flat breasts of other female apes, although not so prominent as those of humans. The bonobo also has a slim upper body, narrow shoulders, thin neck, and long legs when compared to the common chimpanzee.
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Bonobos are both terrestrial and arboreal. Most ground locomotion is characterized by quadrupedal knuckle walking. Bipedal walking has been recorded as less than 1% of terrestrial locomotion in the wild, a figure that decreased with habituation,[31] while in captivity there is a wide variation. Bipedal walking in captivity, as a percentage of bipedal plus quadrupedal locomotion bouts, has been observed from 3.9% for spontaneous bouts to nearly 19% when abundant food is provided.[32] These physical characteristics and its posture give the bonobo an appearance more closely resembling that of humans than the common chimpanzee does. The bonobo also has highly individuated facial features,[33] as humans do, so that one individual may look significantly different from another, a characteristic adapted for visual facial recognition in social interaction.
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Multivariate analysis has shown bonobos are more neotenized than the common chimpanzee, taking into account such features as the proportionately long torso length of the bonobo.[34] Other researchers challenged this conclusion.[35]
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Primatologist Frans de Waal states bonobos are capable of altruism, compassion, empathy, kindness, patience, and sensitivity,[3] and described "bonobo society" as a "gynecocracy".[36][a] Primatologists who have studied bonobos in the wild have documented a wide range of behaviors, including aggressive behavior and more cyclic sexual behavior similar to chimpanzees, even though bonobos show more sexual behavior in a greater variety of relationships. An analysis of female bonding among wild bonobos by Takeshi Furuichi stresses female sexuality and shows how female bonobos spend much more time in estrus than female chimpanzees.[37]
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Some primatologists have argued that de Waal's data reflect only the behavior of captive bonobos, suggesting that wild bonobos show levels of aggression closer to what is found among chimpanzees. De Waal has responded that the contrast in temperament between bonobos and chimpanzees observed in captivity is meaningful, because it controls for the influence of environment. The two species behave quite differently even if kept under identical conditions.[38] A 2014 study also found bonobos to be less aggressive than chimpanzees, particularly eastern chimpanzees. The authors argued that the relative peacefulness of western chimpanzees and bonobos was primarily due to ecological factors.[39] Bonobos warn each other of danger less efficiently than chimpanzees in the same situation.[40]
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Many studies indicate that females have a higher social status in bonobo society. Aggressive encounters between males and females are rare, and males are tolerant of infants and juveniles. A male derives his status from the status of his mother.[41] The mother–son bond often stays strong and continues throughout life. While social hierarchies do exist, and although the son of a high ranking female may outrank a lower female, rank plays a less prominent role than in other primate societies.[42]
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Due to the promiscuous mating behavior of female bonobos, a male cannot be sure which offspring are his. As a result, the entirety of parental care in bonobos is assumed by the mothers.[43]
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Bonobo party size tends to vary because the groups exhibit a fission–fusion pattern. A community of approximately 100 will split into small groups during the day while looking for food, and then will come back together to sleep. They sleep in nests that they construct in trees.
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Sexual activity generally plays a major role in bonobo society, being used as what some scientists perceive as a greeting, a means of forming social bonds, a means of conflict resolution, and postconflict reconciliation.[44][4] Bonobos are the only non-human animal to have been observed engaging in tongue kissing.[45] Bonobos and humans are the only primates to typically engage in face-to-face genital sex, although a pair of western gorillas has been photographed in this position.[46]
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Bonobos do not form permanent monogamous sexual relationships with individual partners. They also do not seem to discriminate in their sexual behavior by sex or age, with the possible exception of abstaining from sexual activity between mothers and their adult sons. When bonobos come upon a new food source or feeding ground, the increased excitement will usually lead to communal sexual activity, presumably decreasing tension and encouraging peaceful feeding.[47]
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Bonobo clitorises are larger and more externalized than in most mammals;[48] while the weight of a young adolescent female bonobo "is maybe half" that of a human teenager, she has a clitoris that is "three times bigger than the human equivalent, and visible enough to waggle unmistakably as she walks".[49] In scientific literature, the female–female behavior of bonobos pressing genitals together is often referred to as genito-genital (GG) rubbing,[47][50] which is the non-human analogue of tribadism, engaged in by some human females. This sexual activity happens within the immediate female bonobo community and sometimes outside of it. Ethologist Jonathan Balcombe stated that female bonobos rub their clitorises together rapidly for ten to twenty seconds, and this behavior, "which may be repeated in rapid succession, is usually accompanied by grinding, shrieking, and clitoral engorgement"; he added that it is estimated that they engage in this practice "about once every two hours" on average.[48] As bonobos occasionally copulate face-to-face, "evolutionary biologist Marlene Zuk has suggested that the position of the clitoris in bonobos and some other primates has evolved to maximize stimulation during sexual intercourse".[48] The position of the clitoris may alternatively permit GG-rubbings, which has been hypothesized to function as a means for female bonobos to evaluate their intrasocial relationships.[51]
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Bonobo males engage in various forms of male–male genital behavior.[47][52] The most common form of male–male mounting is similar to that of a heterosexual mounting: one of the males sits "passively on his back [with] the other male thrusting on him", with the penises rubbing together due to both males' erections.[3] In another, rarer form of genital rubbing, which is the non-human analogue of frotting, engaged in by some human males, two bonobo males hang from a tree limb face-to-face while penis fencing.[47][53] This also may occur when two males rub their penises together while in face-to-face position. Another form of genital interaction (rump rubbing) often occurs to express reconciliation between two males after a conflict, when they stand back-to-back and rub their scrotal sacs together, but such behavior also occurs outside agonistic contexts: Kitamura (1989) observed rump–rump contacts between adult males following sexual solicitation behaviors similar to those between female bonobos prior to GG-rubbing.[54] Takayoshi Kano observed similar practices among bonobos in the natural habitat. Tongue kissing, oral sex, and genital massaging have also been recorded among male bonobos.[55][3]
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More often than the males, female bonobos engage in mutual genital behavior, possibly to bond socially with each other, thus forming a female nucleus of bonobo society. The bonding among females enables them to dominate most of the males.[47] Adolescent females often leave their native community to join another community. This migration mixes the bonobo gene pools, providing genetic diversity. Sexual bonding with other females establishes these new females as members of the group.
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Bonobo reproductive rates are no higher than those of the common chimpanzee.[47] During oestrus, females undergo a swelling of the perineal tissue lasting 10 to 20 days. The gestation period is on average 240 days. Postpartum amenorrhea (absence of menstruation) lasts less than one year and a female may resume external signs of oestrus within a year of giving birth, though the female is probably not fertile at this point. Female bonobos carry and nurse their young for four years and give birth on average every 4.6 years.[56] Compared to common chimpanzees, bonobo females resume the genital swelling cycle much sooner after giving birth, enabling them to rejoin the sexual activities of their society. Also, bonobo females which are sterile or too young to reproduce still engage in sexual activity. Mothers will help their sons get more matings from females in oestrus.[42] Adult male bonobos have sex with infants,[57] although without penetration.[58]
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It is unknown how the bonobo avoids simian immunodeficiency virus (SIV) and its effects.[59]
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Observations in the wild indicate that the males among the related common chimpanzee communities are hostile to males from outside the community. Parties of males 'patrol' for the neighboring males that might be traveling alone, and attack those single males, often killing them.[60] This does not appear to be the behavior of bonobo males or females, which seem to prefer sexual contact over violent confrontation with outsiders.[4]
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While bonobos are more peaceful than chimpanzees, it is not true that they are unaggressive.[61] In the wild, among males, bonobos are half as aggressive as chimpanzees, while female bonobos are more aggressive than female chimpanzees.[61] Both bonobos and chimpanzees exhibit physical aggression more than 100 times as often as humans do.[61]
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The ranges of bonobos and chimpanzees are separated by the Congo River, with bonobos living to the south of it, and chimpanzees to the north.[62][63] It has been hypothesized that bonobos are able to live a more peaceful lifestyle in part because of an abundance of nutritious vegetation in their natural habitat, allowing them to travel and forage in large parties.[64]
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Recent studies show that there are significant brain differences between bonobos and chimps. The brain anatomy of bonobos has more developed and larger regions assumed to be vital for feeling empathy, sensing distress in others and feeling anxiety, which makes them less aggressive and more empathic than their close relatives. They also have a thick connection between the amygdala, an important area that can spark aggression, and the ventral anterior cingulate cortex, which helps control impulses. This thicker connection may make them better at regulating their emotional impulses and behavior.[65]
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Bonobo society is dominated by females, and severing the lifelong alliance between mothers and their male offspring may make them vulnerable to female aggression.[4] De Waal has warned of the danger of romanticizing bonobos: "All animals are competitive by nature and cooperative only under specific circumstances" and that "when first writing about their behaviour, I spoke of 'sex for peace' precisely because bonobos had plenty of conflicts. There would obviously be no need for peacemaking if they lived in perfect harmony."[66]
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Surbeck and Hohmann showed in 2008 that bonobos sometimes do hunt monkey species. Five incidents were observed in a group of bonobos in Salonga National Park, which seemed to reflect deliberate cooperative hunting. On three occasions, the hunt was successful, and infant monkeys were captured and eaten.[67]
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The bonobo is an omnivorous frugivore; 57% of its diet is fruit, but this is supplemented with leaves, honey, eggs,[68] meat from small vertebrates such as anomalures, flying squirrels and duikers,[69] and invertebrates.[70] In some instances, bonobos have been shown to consume lower-order primates.[67] Some claim bonobos have also been known to practise cannibalism in captivity, a claim disputed by others.[71][72] However, at least one confirmed report of cannibalism in the wild of a dead infant was described in 2008.[73][74]
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Bonobos are capable of passing the mirror-recognition test for self-awareness,[75] as are all great apes. They communicate primarily through vocal means, although the meanings of their vocalizations are not currently known. However, most humans do understand their facial expressions[76] and some of their natural hand gestures, such as their invitation to play. The communication system of wild bonobos includes a characteristic that was earlier only known in humans: bonobos use the same call to mean different things in different situations, and the other bonobos have to take the context into account when determining the meaning.[77] Two bonobos at the Great Ape Trust, Kanzi and Panbanisha, have been taught how to communicate using a keyboard labeled with lexigrams (geometric symbols) and they can respond to spoken sentences. Kanzi's vocabulary consists of more than 500 English words,[78] and he has comprehension of around 3,000 spoken English words.[79] Kanzi is also known for learning by observing people trying to teach his mother; Kanzi started doing the tasks that his mother was taught just by watching, some of which his mother had failed to learn. Some, such as philosopher and bioethicist Peter Singer, argue that these results qualify them for "rights to survival and life"—rights which humans theoretically accord to all persons (See great ape personhood). In the 1990s, Kanzi was taught to make and use simple stone tools. This resulted from a study undertaken by researchers Kathy Schick and Nicholas Toth, and later Gary Garufi. The researchers wanted to know if Kanzi possessed the cognitive and biomechanical abilities required to make and use stone tools. Though Kanzi was able to form flakes, he did not create them in same way as humans, who hold the core in one hand and knap it with the other, Kanzi threw the cobble against a hard surface or against another cobble. This allowed him to produce a larger force to initiate a fracture as opposed to knapping it in his hands.[80]
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As in other great apes and humans, third party affiliation toward the victim—the affinitive contact made toward the recipient of an aggression by a group member other than the aggressor—is present in bonobos.[81] A 2013 study[82] found that both the affiliation spontaneously offered by a bystander to the victim and the affiliation requested by the victim (solicited affiliation) can reduce the probability of further aggression by group members on the victim (this fact supporting the Victim-Protection Hypothesis). Yet, only spontaneous affiliation reduced victim anxiety—measured via self-scratching rates—thus suggesting not only that non-solicited affiliation has a consolatory function but also that the spontaneous gesture—more than the protection itself—works in calming the distressed subject. The authors hypothesize that the victim may perceive the motivational autonomy of the bystander, who does not require an invitation to provide post-conflict affinitive contact. Moreover, spontaneous—but not solicited—third party affiliation was affected by the bond between consoler and victim (this supporting the Consolation Hypothesis). Importantly, spontaneous affiliation followed the empathic gradient described for humans, being mostly offered to kin, then friends, then acquaintances (these categories having been determined using affiliation rates between individuals). Hence, consolation in the bonobo may be an empathy-based phenomenon.
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Instances in which non-human primates have expressed joy have been reported. One study analyzed and recorded sounds made by human infants and bonobos when they were tickled.[83] Although the bonobos' laugh was at a higher frequency, the laugh was found to follow a spectrographic pattern similar to that of human babies.[83]
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Bonobos are found only south of the Congo River and north of the Kasai River (a tributary of the Congo),[84] in the humid forests of the Democratic Republic of Congo. Ernst Schwarz's 1927 paper “Le Chimpanzé de la Rive Gauche du Congo”, announcing his discovery, has been read as an association between the Parisian Left Bank and the left bank of the Congo River; the bohemian culture in Paris, and an unconventional ape in the Congo.[85]
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The IUCN Red List classifies bonobos as an endangered species, with conservative population estimates ranging from 29,500 to 50,000 individuals.[2] Major threats to bonobo populations include habitat loss and hunting for bushmeat, the latter activity having increased dramatically during the first and second Congo wars in the Democratic Republic of Congo due to the presence of heavily armed militias even in remote "protected" areas such as Salonga National Park. This is part of a more general trend of ape extinction.
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As the bonobos' habitat is shared with people, the ultimate success of conservation efforts still rely on local and community involvement. The issue of parks versus people[86] is salient in the Cuvette Centrale the bonobos' range. There is strong local and broad-based Congolese resistance to establishing national parks, as indigenous communities have often been driven from their forest homes by the establishment of parks. In Salonga National Park, the only national park in the bonobo habitat, there is no local involvement, and surveys undertaken since 2000 indicate the bonobo, the African forest elephant, and other species have been devastated by poachers and the thriving bushmeat trade.[87] In contrast, areas exist where the bonobo and biodiversity still thrive without any established parks, due to the indigenous beliefs and taboos against killing bonobos.
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During the wars in the 1990s, researchers and international non-governmental organizations (NGOs) were driven out of the bonobo habitat. In 2002, the Bonobo Conservation Initiative initiated the Bonobo Peace Forest Project supported by the Global Conservation Fund of Conservation International and in cooperation with national institutions, local NGOs, and local communities. The Peace Forest Project works with local communities to establish a linked constellation of community-based reserves, managed by local and indigenous people. This model, implemented mainly through DRC organizations and local communities, has helped bring about agreements to protect over 50,000 square miles (130,000 km2) of the bonobo habitat. According to Dr. Amy Parish, the Bonobo Peace Forest "is going to be a model for conservation in the 21st century".[88]
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The port town of Basankusu is situated on the Lulonga River, at the confluence of the Lopori and Maringa Rivers, in the north of the country, making it well placed to receive and transport local goods to the cities of Mbandaka and Kinshasa. With Basankusu being the last port of substance before the wilderness of the Lopori Basin and the Lomako River—the bonobo heartland—conservation efforts for the bonobo[89] use the town as a base.[90][91]
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In 1995, concern over declining numbers of bonobos in the wild led the Zoological Society of Milwaukee, in Milwaukee, Wisconsin, with contributions from bonobo scientists around the world, to publish the Action Plan for Pan paniscus: A Report on Free Ranging Populations and Proposals for their Preservation. The Action Plan compiles population data on bonobos from 20 years of research conducted at various sites throughout the bonobo's range. The plan identifies priority actions for bonobo conservation and serves as a reference for developing conservation programs for researchers, government officials, and donor agencies.
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Acting on Action Plan recommendations, the ZSM developed the Bonobo and Congo Biodiversity Initiative. This program includes habitat and rain-forest preservation, training for Congolese nationals and conservation institutions, wildlife population assessment and monitoring, and education. The Zoological Society has conducted regional surveys within the range of the bonobo in conjunction with training Congolese researchers in survey methodology and biodiversity monitoring. The Zoological Society’s initial goal was to survey Salonga National Park to determine the conservation status of the bonobo within the park and to provide financial and technical assistance to strengthen park protection. As the project has developed, the Zoological Society has become more involved in helping the Congolese living in bonobo habitat. The Zoological Society has built schools, hired teachers, provided some medicines, and started an agriculture project to help the Congolese learn to grow crops and depend less on hunting wild animals.[92]
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With grants from the United Nations, USAID, the U.S. Embassy, the World Wildlife Fund, and many other groups and individuals, the Zoological Society also has been working to:
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Starting in 2003, the U.S. government allocated $54 million to the Congo Basin Forest Partnership. This significant investment has triggered the involvement of international NGOs to establish bases in the region and work to develop bonobo conservation programs. This initiative should improve the likelihood of bonobo survival, but its success still may depend upon building greater involvement and capability in local and indigenous communities.[93]
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The bonobo population is believed to have declined sharply in the last 30 years, though surveys have been hard to carry out in war-ravaged central Congo. Estimates range from 60,000 to fewer than 50,000 living, according to the World Wildlife Fund.
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In addition, concerned parties have addressed the crisis on several science and ecological websites. Organizations such as the World Wide Fund for Nature, the African Wildlife Foundation, and others, are trying to focus attention on the extreme risk to the species. Some have suggested that a reserve be established in a more stable part of Africa, or on an island in a place such as Indonesia. Awareness is ever increasing, and even nonscientific or ecological sites have created various groups to collect donations to help with the conservation of this species.
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A chine ( /ˈtʃaɪn/) is a steep-sided coastal gorge where a river flows to the sea through, typically, soft eroding cliffs of sandstone or clays. The word is still in use in central Southern England—notably in East Devon, Dorset, Hampshire and the Isle of Wight—to describe such topographical features. The term 'bunny' is sometimes used to describe a chine in Hampshire. The term chine is also used in some Vancouver suburbs in Canada to describe similar features.
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Chines appear at the outlet of small river valleys when a particular combination of geology, stream volume, and coastal recession rate creates a knickpoint, usually starting at a waterfall at the cliff edge, that initiates rapid erosion and deepening of the stream bed into a gully leading down to the sea.[1]
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All chines are in a state of constant change due to erosion. The Blackgang Chine on the Isle of Wight, for example, has been destroyed by landslides and coastal erosion during the 20th century. As the walls of the chines and cliffs are so unstable and erode continually, particularly those of the south coast of the Isle of Wight, the strata are clearly visible. Chines are, therefore, very important for their fossil records, their archaeology and the unique flora and fauna, such as invertebrates and rare insects, for which they provide shelter.[2]
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In Devon, Sherbrooke Chine is west of Budleigh Salterton,[3] and Seaton Chine is at the western end of the West Walk esplanade, Seaton. In Dorset, west of Bournemouth are found Flaghead Chine, Branksome Chine, Alum Chine, Middle Chine and Durley Chine, and east towards Boscombe, Boscombe Chine and Honeycombe Chine. Bournemouth town centre itself is built in the former Bourne Chine (the Pleasure Gardens being the original valley floor), although urban development since the late 19th century has altered the topography somewhat. Becton Bunny and Chewton Bunny are other examples of chines near Barton on Sea, Hampshire ("Bunny" being the New Forest equivalent to "Chine").[4][5]
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A rare example of the use of 'Chine' in a non-coastal setting is Chineham, a civil parish near Basingstoke.
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There are twenty chines on the Isle of Wight, to which fascinating folklore is attached because of their history with local smuggling, fishing and shipwrecks. The popular tourist attraction of Shanklin Chine is also famous for its involvement in the Second World War, when it was used to carry one of the Operation Pluto pipelines and as training area for the 40 Royal Marine Commando battalion before the 1942 Dieppe Raid.[6]
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Geologically, the chines in Alum Bay, in Totland (Widdick Chine), and the three in Colwell Bay (Colwell Chine, Brambles Chine and Linstone Chine) are in Tertiary rocks. The remainder on the island's south coast are in Cretaceous rocks.
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An inventory of chines on the Isle of Wight follows, listing chines clockwise from Cowes:[2]
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The Vancouver suburb of Coquitlam has a neighbourhood called Harbour Chines that was built in the 1950s, along with the adjoining neighbourhood of Chineside to the east. Both are situated upon the tops of cliffs that overlook a large number of streams flowing down to the adjoining suburb of Port Moody's Chines Park, from where they flow to Burrard Inlet, onwards out to the Georgia Strait of the Salish Sea, and the Pacific Ocean. [7]
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A chine ( /ˈtʃaɪn/) is a steep-sided coastal gorge where a river flows to the sea through, typically, soft eroding cliffs of sandstone or clays. The word is still in use in central Southern England—notably in East Devon, Dorset, Hampshire and the Isle of Wight—to describe such topographical features. The term 'bunny' is sometimes used to describe a chine in Hampshire. The term chine is also used in some Vancouver suburbs in Canada to describe similar features.
|
4 |
+
|
5 |
+
Chines appear at the outlet of small river valleys when a particular combination of geology, stream volume, and coastal recession rate creates a knickpoint, usually starting at a waterfall at the cliff edge, that initiates rapid erosion and deepening of the stream bed into a gully leading down to the sea.[1]
|
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+
|
7 |
+
All chines are in a state of constant change due to erosion. The Blackgang Chine on the Isle of Wight, for example, has been destroyed by landslides and coastal erosion during the 20th century. As the walls of the chines and cliffs are so unstable and erode continually, particularly those of the south coast of the Isle of Wight, the strata are clearly visible. Chines are, therefore, very important for their fossil records, their archaeology and the unique flora and fauna, such as invertebrates and rare insects, for which they provide shelter.[2]
|
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+
|
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In Devon, Sherbrooke Chine is west of Budleigh Salterton,[3] and Seaton Chine is at the western end of the West Walk esplanade, Seaton. In Dorset, west of Bournemouth are found Flaghead Chine, Branksome Chine, Alum Chine, Middle Chine and Durley Chine, and east towards Boscombe, Boscombe Chine and Honeycombe Chine. Bournemouth town centre itself is built in the former Bourne Chine (the Pleasure Gardens being the original valley floor), although urban development since the late 19th century has altered the topography somewhat. Becton Bunny and Chewton Bunny are other examples of chines near Barton on Sea, Hampshire ("Bunny" being the New Forest equivalent to "Chine").[4][5]
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|
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+
A rare example of the use of 'Chine' in a non-coastal setting is Chineham, a civil parish near Basingstoke.
|
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There are twenty chines on the Isle of Wight, to which fascinating folklore is attached because of their history with local smuggling, fishing and shipwrecks. The popular tourist attraction of Shanklin Chine is also famous for its involvement in the Second World War, when it was used to carry one of the Operation Pluto pipelines and as training area for the 40 Royal Marine Commando battalion before the 1942 Dieppe Raid.[6]
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14 |
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Geologically, the chines in Alum Bay, in Totland (Widdick Chine), and the three in Colwell Bay (Colwell Chine, Brambles Chine and Linstone Chine) are in Tertiary rocks. The remainder on the island's south coast are in Cretaceous rocks.
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An inventory of chines on the Isle of Wight follows, listing chines clockwise from Cowes:[2]
|
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|
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The Vancouver suburb of Coquitlam has a neighbourhood called Harbour Chines that was built in the 1950s, along with the adjoining neighbourhood of Chineside to the east. Both are situated upon the tops of cliffs that overlook a large number of streams flowing down to the adjoining suburb of Port Moody's Chines Park, from where they flow to Burrard Inlet, onwards out to the Georgia Strait of the Salish Sea, and the Pacific Ocean. [7]
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en/1085.html.txt
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A chine ( /ˈtʃaɪn/) is a steep-sided coastal gorge where a river flows to the sea through, typically, soft eroding cliffs of sandstone or clays. The word is still in use in central Southern England—notably in East Devon, Dorset, Hampshire and the Isle of Wight—to describe such topographical features. The term 'bunny' is sometimes used to describe a chine in Hampshire. The term chine is also used in some Vancouver suburbs in Canada to describe similar features.
|
4 |
+
|
5 |
+
Chines appear at the outlet of small river valleys when a particular combination of geology, stream volume, and coastal recession rate creates a knickpoint, usually starting at a waterfall at the cliff edge, that initiates rapid erosion and deepening of the stream bed into a gully leading down to the sea.[1]
|
6 |
+
|
7 |
+
All chines are in a state of constant change due to erosion. The Blackgang Chine on the Isle of Wight, for example, has been destroyed by landslides and coastal erosion during the 20th century. As the walls of the chines and cliffs are so unstable and erode continually, particularly those of the south coast of the Isle of Wight, the strata are clearly visible. Chines are, therefore, very important for their fossil records, their archaeology and the unique flora and fauna, such as invertebrates and rare insects, for which they provide shelter.[2]
|
8 |
+
|
9 |
+
In Devon, Sherbrooke Chine is west of Budleigh Salterton,[3] and Seaton Chine is at the western end of the West Walk esplanade, Seaton. In Dorset, west of Bournemouth are found Flaghead Chine, Branksome Chine, Alum Chine, Middle Chine and Durley Chine, and east towards Boscombe, Boscombe Chine and Honeycombe Chine. Bournemouth town centre itself is built in the former Bourne Chine (the Pleasure Gardens being the original valley floor), although urban development since the late 19th century has altered the topography somewhat. Becton Bunny and Chewton Bunny are other examples of chines near Barton on Sea, Hampshire ("Bunny" being the New Forest equivalent to "Chine").[4][5]
|
10 |
+
|
11 |
+
A rare example of the use of 'Chine' in a non-coastal setting is Chineham, a civil parish near Basingstoke.
|
12 |
+
|
13 |
+
There are twenty chines on the Isle of Wight, to which fascinating folklore is attached because of their history with local smuggling, fishing and shipwrecks. The popular tourist attraction of Shanklin Chine is also famous for its involvement in the Second World War, when it was used to carry one of the Operation Pluto pipelines and as training area for the 40 Royal Marine Commando battalion before the 1942 Dieppe Raid.[6]
|
14 |
+
|
15 |
+
Geologically, the chines in Alum Bay, in Totland (Widdick Chine), and the three in Colwell Bay (Colwell Chine, Brambles Chine and Linstone Chine) are in Tertiary rocks. The remainder on the island's south coast are in Cretaceous rocks.
|
16 |
+
|
17 |
+
An inventory of chines on the Isle of Wight follows, listing chines clockwise from Cowes:[2]
|
18 |
+
|
19 |
+
The Vancouver suburb of Coquitlam has a neighbourhood called Harbour Chines that was built in the 1950s, along with the adjoining neighbourhood of Chineside to the east. Both are situated upon the tops of cliffs that overlook a large number of streams flowing down to the adjoining suburb of Port Moody's Chines Park, from where they flow to Burrard Inlet, onwards out to the Georgia Strait of the Salish Sea, and the Pacific Ocean. [7]
|
en/1086.html.txt
ADDED
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|
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A chine ( /ˈtʃaɪn/) is a steep-sided coastal gorge where a river flows to the sea through, typically, soft eroding cliffs of sandstone or clays. The word is still in use in central Southern England—notably in East Devon, Dorset, Hampshire and the Isle of Wight—to describe such topographical features. The term 'bunny' is sometimes used to describe a chine in Hampshire. The term chine is also used in some Vancouver suburbs in Canada to describe similar features.
|
4 |
+
|
5 |
+
Chines appear at the outlet of small river valleys when a particular combination of geology, stream volume, and coastal recession rate creates a knickpoint, usually starting at a waterfall at the cliff edge, that initiates rapid erosion and deepening of the stream bed into a gully leading down to the sea.[1]
|
6 |
+
|
7 |
+
All chines are in a state of constant change due to erosion. The Blackgang Chine on the Isle of Wight, for example, has been destroyed by landslides and coastal erosion during the 20th century. As the walls of the chines and cliffs are so unstable and erode continually, particularly those of the south coast of the Isle of Wight, the strata are clearly visible. Chines are, therefore, very important for their fossil records, their archaeology and the unique flora and fauna, such as invertebrates and rare insects, for which they provide shelter.[2]
|
8 |
+
|
9 |
+
In Devon, Sherbrooke Chine is west of Budleigh Salterton,[3] and Seaton Chine is at the western end of the West Walk esplanade, Seaton. In Dorset, west of Bournemouth are found Flaghead Chine, Branksome Chine, Alum Chine, Middle Chine and Durley Chine, and east towards Boscombe, Boscombe Chine and Honeycombe Chine. Bournemouth town centre itself is built in the former Bourne Chine (the Pleasure Gardens being the original valley floor), although urban development since the late 19th century has altered the topography somewhat. Becton Bunny and Chewton Bunny are other examples of chines near Barton on Sea, Hampshire ("Bunny" being the New Forest equivalent to "Chine").[4][5]
|
10 |
+
|
11 |
+
A rare example of the use of 'Chine' in a non-coastal setting is Chineham, a civil parish near Basingstoke.
|
12 |
+
|
13 |
+
There are twenty chines on the Isle of Wight, to which fascinating folklore is attached because of their history with local smuggling, fishing and shipwrecks. The popular tourist attraction of Shanklin Chine is also famous for its involvement in the Second World War, when it was used to carry one of the Operation Pluto pipelines and as training area for the 40 Royal Marine Commando battalion before the 1942 Dieppe Raid.[6]
|
14 |
+
|
15 |
+
Geologically, the chines in Alum Bay, in Totland (Widdick Chine), and the three in Colwell Bay (Colwell Chine, Brambles Chine and Linstone Chine) are in Tertiary rocks. The remainder on the island's south coast are in Cretaceous rocks.
|
16 |
+
|
17 |
+
An inventory of chines on the Isle of Wight follows, listing chines clockwise from Cowes:[2]
|
18 |
+
|
19 |
+
The Vancouver suburb of Coquitlam has a neighbourhood called Harbour Chines that was built in the 1950s, along with the adjoining neighbourhood of Chineside to the east. Both are situated upon the tops of cliffs that overlook a large number of streams flowing down to the adjoining suburb of Port Moody's Chines Park, from where they flow to Burrard Inlet, onwards out to the Georgia Strait of the Salish Sea, and the Pacific Ocean. [7]
|
en/1087.html.txt
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1 |
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Legend:
|
4 |
+
|
5 |
+
Chinese (simplified Chinese: 汉语; traditional Chinese: 漢語; pinyin: Hànyǔ; lit.: 'Han language' or especially though not exclusively for written Chinese: 中文; Zhōngwén; 'Chinese writing') is a family of East Asian analytic languages that form the Sinitic branch of the Sino-Tibetan languages. Chinese languages are spoken by the ethnic Han Chinese majority and many minority ethnic groups in China. About 1.2 billion people (around 16% of the world's population) speak some form of Chinese as their first language.
|
6 |
+
|
7 |
+
The varieties of Chinese are usually considered by native speakers to be regional variants of ethnic Chinese speech, without consideration of whether they are mutually intelligible. Due to their lack of mutual intelligibility, they are generally described as distinct languages (perhaps hundreds) by linguists who sometimes note that they are more varied than the Romance languages.[b] Investigation of the historical relationships among the Sinitic languages is just getting started. Currently, most classifications posit 7 to 13 main regional groups, based on often superficial phonetic developments, of which the most populous by far is Mandarin (about 800 million speakers, e.g. Southwestern Mandarin), followed by Min (75 million, e.g. Southern Min), Wu (74 million, e.g. Shanghainese) and Yue (68 million, e.g. Cantonese).[4] These groups are unintelligible to each other and generally many of their subgroups are mutually unintelligible as well (e.g., not only is Min Chinese a family of mutually unintelligible languages, but Southern Min itself is not a single language). There are, however, several transitional areas, where languages and dialects from different branches share enough features for some limited intelligibility between neighboring areas. Examples are New Xiang and Southwest Mandarin, Xuanzhou Wu and Lower Yangtze Mandarin, Jin and Central Plains Mandarin and certain divergent dialects of Hakka with Gan (though these are unintelligible with mainstream Hakka). All varieties of Chinese are tonal to at least some degree and largely analytic.
|
8 |
+
|
9 |
+
Standard Chinese (Pǔtōnghuà/Guóyǔ/Huáyǔ) is a standardized form of spoken Chinese based on the Beijing dialect of Mandarin. It is an official language of China, similar to one of the national languages of Taiwan (Taiwanese Mandarin) and one of the four official languages of Singapore. It is one of the six official languages of the United Nations. The written form of the standard language (中文, Zhōngwén), based on the logograms known as Chinese characters (汉字/漢字, Hànzì), is shared by literate speakers of otherwise unintelligible dialects.
|
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+
|
11 |
+
The earliest Chinese written records are Shang dynasty-era oracle inscriptions, which can be traced back to 1250 BCE. The phonetic categories of Archaic Chinese can be reconstructed from the rhymes of ancient poetry. During the Northern and Southern dynasties period, Middle Chinese went through several sound changes and split into several varieties following prolonged geographic and political separation. Qieyun, a rime dictionary, recorded a compromise between the pronunciations of different regions. The royal courts of the Ming and early Qing dynasties operated using a koiné language (Guanhua) based on Nanjing dialect of Lower Yangtze Mandarin. Standard Chinese was adopted in the 1930s and is now an official language of both the People's Republic of China and the Republic of China on Taiwan.
|
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+
|
13 |
+
Linguists classify all varieties of Chinese as part of the Sino-Tibetan language family, together with Burmese, Tibetan and many other languages spoken in the Himalayas and the Southeast Asian Massif.[5] Although the relationship was first proposed in the early 19th century and is now broadly accepted, reconstruction of Sino-Tibetan is much less developed than that of families such as Indo-European or Austroasiatic. Difficulties have included the great diversity of the languages, the lack of inflection in many of them, and the effects of language contact. In addition, many of the smaller languages are spoken in mountainous areas that are difficult to reach and are often also sensitive border zones.[6] Without a secure reconstruction of proto-Sino-Tibetan, the higher-level structure of the family remains unclear.[7] A top-level branching into Chinese and Tibeto-Burman languages is often assumed, but has not been convincingly demonstrated.[8]
|
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+
|
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+
The first written records appeared over 3,000 years ago during the Shang dynasty. As the language evolved over this period, the various local varieties became mutually unintelligible. In reaction, central governments have repeatedly sought to promulgate a unified standard.[9]
|
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+
|
17 |
+
The earliest examples of Chinese are divinatory inscriptions on oracle bones from around 1250 BCE in the late Shang dynasty.[10] Old Chinese was the language of the Western Zhou period (1046–771 BCE), recorded in inscriptions on bronze artifacts, the Classic of Poetry and portions of the Book of Documents and I Ching.[11] Scholars have attempted to reconstruct the phonology of Old Chinese by comparing later varieties of Chinese with the rhyming practice of the Classic of Poetry and the phonetic elements found in the majority of Chinese characters.[12] Although many of the finer details remain unclear, most scholars agree that Old Chinese differs from Middle Chinese in lacking retroflex and palatal obstruents but having initial consonant clusters of some sort, and in having voiceless nasals and liquids.[13] Most recent reconstructions also describe an atonal language with consonant clusters at the end of the syllable, developing into tone distinctions in Middle Chinese.[14] Several derivational affixes have also been identified, but the language lacks inflection, and indicated grammatical relationships using word order and grammatical particles.[15]
|
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+
|
19 |
+
Middle Chinese was the language used during Northern and Southern dynasties and the Sui, Tang, and Song dynasties (6th through 10th centuries CE). It can be divided into an early period, reflected by the Qieyun rime book (601 CE), and a late period in the 10th century, reflected by rhyme tables such as the Yunjing constructed by ancient Chinese philologists as a guide to the Qieyun system.[16] These works define phonological categories, but with little hint of what sounds they represent.[17] Linguists have identified these sounds by comparing the categories with pronunciations in modern varieties of Chinese, borrowed Chinese words in Japanese, Vietnamese, and Korean, and transcription evidence.[18] The resulting system is very complex, with a large number of consonants and vowels, but they are probably not all distinguished in any single dialect. Most linguists now believe it represents a diasystem encompassing 6th-century northern and southern standards for reading the classics.[19]
|
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+
|
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+
The relationship between spoken and written Chinese is rather complex. Its spoken varieties have evolved at different rates, while written Chinese itself has changed much less. Classical Chinese literature began in the Spring and Autumn period.
|
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+
|
23 |
+
After the fall of the Northern Song dynasty, and during the reign of the Jin (Jurchen) and Yuan (Mongol) dynasties in northern China, a common speech (now called Old Mandarin) developed based on the dialects of the North China Plain around the capital.[20]
|
24 |
+
The Zhongyuan Yinyun (1324) was a dictionary that codified the rhyming conventions of new sanqu verse form in this language.[21]
|
25 |
+
Together with the slightly later Menggu Ziyun, this dictionary describes a language with many of the features characteristic of modern Mandarin dialects.[22]
|
26 |
+
|
27 |
+
Up to the early 20th century, most of the people in China spoke only their local variety.[23]
|
28 |
+
As a practical measure, officials of the Ming and Qing dynasties carried out the administration of the empire using a common language based on Mandarin varieties, known as Guānhuà (官话/官話, literally "language of officials").[24]
|
29 |
+
For most of this period, this language was a koiné based on dialects spoken in the Nanjing area, though not identical to any single dialect.[25]
|
30 |
+
By the middle of the 19th century, the Beijing dialect had become dominant and was essential for any business with the imperial court.[26]
|
31 |
+
|
32 |
+
In the 1930s a standard national language Guóyǔ (国语/國語 "national language") was adopted.
|
33 |
+
After much dispute between proponents of northern and southern dialects and an abortive attempt at an artificial pronunciation, the National Language Unification Commission finally settled on the Beijing dialect in 1932. The People's Republic founded in 1949 retained this standard, calling it pǔtōnghuà (普通话/普通話 "common speech").[27] The national language is now used in education, the media, and formal situations in both Mainland China and Taiwan.[28] In Hong Kong and Macau, because of their colonial and linguistic history, the language used in education, the media, formal speech, and everyday life remains the local Cantonese, although the standard language has become very influential and is being taught in schools.[29]
|
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+
|
35 |
+
The Chinese language has spread to neighbouring countries through a variety of means. Northern Vietnam was incorporated into the Han empire in 111 BCE, marking the beginning of a period of Chinese control that ran almost continuously for a millennium. The Four Commanderies were established in northern Korea in the first century BCE, but disintegrated in the following centuries.[30] Chinese Buddhism spread over East Asia between the 2nd and 5th centuries CE, and with it the study of scriptures and literature in Literary Chinese.[31] Later Korea, Japan, and Vietnam developed strong central governments modeled on Chinese institutions, with Literary Chinese as the language of administration and scholarship, a position it would retain until the late 19th century in Korea and (to a lesser extent) Japan, and the early 20th century in Vietnam.[32] Scholars from different lands could communicate, albeit only in writing, using Literary Chinese.[33]
|
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+
|
37 |
+
Although they used Chinese solely for written communication, each country had its own tradition of reading texts aloud, the so-called Sino-Xenic pronunciations. Chinese words with these pronunciations were also extensively imported into the Korean, Japanese and Vietnamese languages, and today comprise over half of their vocabularies.[34] This massive influx led to changes in the phonological structure of the languages, contributing to the development of moraic structure in Japanese[35] and the disruption of vowel harmony in Korean.[36]
|
38 |
+
|
39 |
+
Borrowed Chinese morphemes have been used extensively in all these languages to coin compound words for new concepts, in a similar way to the use of Latin and Ancient Greek roots in European languages.[37] Many new compounds, or new meanings for old phrases, were created in the late 19th and early 20th centuries to name Western concepts and artifacts. These coinages, written in shared Chinese characters, have then been borrowed freely between languages. They have even been accepted into Chinese, a language usually resistant to loanwords, because their foreign origin was hidden by their written form. Often different compounds for the same concept were in circulation for some time before a winner emerged, and sometimes the final choice differed between countries.[38] The proportion of vocabulary of Chinese origin thus tends to be greater in technical, abstract, or formal language. For example, in Japan, Sino-Japanese words account for about 35% of the words in entertainment magazines, over half the words in newspapers, and 60% of the words in science magazines.[39]
|
40 |
+
|
41 |
+
Vietnam, Korea, and Japan each developed writing systems for their own languages, initially based on Chinese characters, but later replaced with the Hangul alphabet for Korean and supplemented with kana syllabaries for Japanese, while Vietnamese continued to be written with the complex Chữ nôm script. However, these were limited to popular literature until the late 19th century. Today Japanese is written with a composite script using both Chinese characters (Kanji) and kana. Korean is written exclusively with Hangul in North Korea, and supplementary Chinese characters (Hanja) are increasingly rarely used in South Korea. Vietnamese is written with a Latin-based alphabet.
|
42 |
+
|
43 |
+
Examples of loan words in English include "tea", from Hokkien (Min Nan) tê (茶), "dim sum", from Cantonese dim2 sam1 and "kumquat", from Cantonese gam1gwat1 (金橘).
|
44 |
+
|
45 |
+
Jerry Norman estimated that there are hundreds of mutually unintelligible varieties of Chinese.[41] These varieties form a dialect continuum, in which differences in speech generally become more pronounced as distances increase, though the rate of change varies immensely.[42] Generally, mountainous South China exhibits more linguistic diversity than the North China Plain. In parts of South China, a major city's dialect may only be marginally intelligible to close neighbors. For instance, Wuzhou is about 120 miles (190 km) upstream from Guangzhou, but the Yue variety spoken there is more like that of Guangzhou than is that of Taishan, 60 miles (95 km) southwest of Guangzhou and separated from it by several rivers.[43] In parts of Fujian the speech of neighboring counties or even villages may be mutually unintelligible.[44]
|
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+
|
47 |
+
Until the late 20th century, Chinese emigrants to Southeast Asia and North America came from southeast coastal areas, where Min, Hakka, and Yue dialects are spoken.[45]
|
48 |
+
The vast majority of Chinese immigrants to North America spoke the Taishan dialect, from a small coastal area southwest of Guangzhou.[46]
|
49 |
+
|
50 |
+
Proportions of first-language speakers[4]
|
51 |
+
|
52 |
+
Local varieties of Chinese are conventionally classified into seven dialect groups, largely on the basis of the different evolution of Middle Chinese voiced initials:[47][48]
|
53 |
+
|
54 |
+
The classification of Li Rong, which is used in the Language Atlas of China (1987), distinguishes three further groups:[40][49]
|
55 |
+
|
56 |
+
Some varieties remain unclassified, including Danzhou dialect (spoken in Danzhou, on Hainan Island), Waxianghua (spoken in western Hunan) and Shaozhou Tuhua (spoken in northern Guangdong).[50]
|
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+
|
58 |
+
Standard Chinese, often called Mandarin, is the official standard language of China and Taiwan, and one of the four official languages of Singapore (where it is called "Huáyŭ" 华语 or simply Chinese). Standard Chinese is based on the Beijing dialect, the dialect of Mandarin as spoken in Beijing. The governments of both China and Taiwan intend for speakers of all Chinese speech varieties to use it as a common language of communication. Therefore, it is used in government agencies, in the media, and as a language of instruction in schools.
|
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+
|
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+
In mainland China and Taiwan, diglossia has been a common feature. For example, in addition to Standard Chinese, a resident of Shanghai might speak Shanghainese; and, if he or she grew up elsewhere, then he or she is also likely to be fluent in the particular dialect of that local area. A native of Guangzhou may speak both Cantonese and Standard Chinese. In addition to Mandarin, most Taiwanese also speak Minnan, Hakka, or an Austronesian language.[51] A Taiwanese may commonly mix pronunciations, phrases, and words from Mandarin and other Taiwanese languages, and this mixture is considered normal in daily or informal speech.[52]
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61 |
+
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62 |
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The official Chinese designation for the major branches of Chinese is fāngyán (方言, literally "regional speech"), whereas the more closely related varieties within these are called dìdiǎn fāngyán (地点方言/地點方言 "local speech").[53] Conventional English-language usage in Chinese linguistics is to use dialect for the speech of a particular place (regardless of status) and dialect group for a regional grouping such as Mandarin or Wu.[41] Because varieties from different groups are not mutually intelligible, some scholars prefer to describe Wu and others as separate languages.[54][better source needed] Jerry Norman called this practice misleading, pointing out that Wu, which itself contains many mutually unintelligible varieties, could not be properly called a single language under the same criterion, and that the same is true for each of the other groups.[41]
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+
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Mutual intelligibility is considered by some linguists to be the main criterion for determining whether varieties are separate languages or dialects of a single language,[55] although others do not regard it as decisive,[56][57][58][59][60] particularly when cultural factors interfere as they do with Chinese.[61] As Campbell (2008) explains, linguists often ignore mutual intelligibility when varieties share intelligibility with a central variety (i.e. prestige variety, such as Standard Mandarin), as the issue requires some careful handling when mutual intelligibility is inconsistent with language identity.[62] John DeFrancis argues that it is inappropriate to refer to Mandarin, Wu and so on as "dialects" because the mutual unintelligibility between them is too great. On the other hand, he also objects to considering them as separate languages, as it incorrectly implies a set of disruptive "religious, economic, political, and other differences" between speakers that exist, for example, between French Catholics and English Protestants in Canada, but not between speakers of Cantonese and Mandarin in China, owing to China's near-uninterrupted history of centralized government.[63]
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+
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Because of the difficulties involved in determining the difference between language and dialect, other terms have been proposed. These include vernacular,[64] lect,[65] regionalect,[53] topolect,[66] and variety.[67]
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67 |
+
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68 |
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Most Chinese people consider the spoken varieties as one single language because speakers share a common culture and history, as well as a shared national identity and a common written form.[68] To Chinese nationalists, the idea of Chinese as a language family may suggest that the Chinese identity is much more fragmented and disunified than their belief and as such is often looked upon as culturally and politically provocative.
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The phonological structure of each syllable consists of a nucleus that has a vowel (which can be a monophthong, diphthong, or even a triphthong in certain varieties), preceded by an onset (a single consonant, or consonant+glide; zero onset is also possible), and followed (optionally) by a coda consonant; a syllable also carries a tone. There are some instances where a vowel is not used as a nucleus. An example of this is in Cantonese, where the nasal sonorant consonants /m/ and /ŋ/ can stand alone as their own syllable.
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In Mandarin much more than in other spoken varieties, most syllables tend to be open syllables, meaning they have no coda (assuming that a final glide is not analyzed as a coda), but syllables that do have codas are restricted to nasals /m/, /n/, /ŋ/, the retroflex approximant /ɻ /, and voiceless stops /p/, /t/, /k/, or /ʔ/. Some varieties allow most of these codas, whereas others, such as Standard Chinese, are limited to only /n/, /ŋ/ and /ɻ /.
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+
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The number of sounds in the different spoken dialects varies, but in general there has been a tendency to a reduction in sounds from Middle Chinese. The Mandarin dialects in particular have experienced a dramatic decrease in sounds and so have far more multisyllabic words than most other spoken varieties. The total number of syllables in some varieties is therefore only about a thousand, including tonal variation, which is only about an eighth as many as English.[c]
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All varieties of spoken Chinese use tones to distinguish words.[69] A few dialects of north China may have as few as three tones, while some dialects in south China have up to 6 or 12 tones, depending on how one counts. One exception from this is Shanghainese which has reduced the set of tones to a two-toned pitch accent system much like modern Japanese.
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A very common example used to illustrate the use of tones in Chinese is the application of the four tones of Standard Chinese (along with the neutral tone) to the syllable ma. The tones are exemplified by the following five Chinese words:
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Standard Cantonese, in contrast, has six tones in open syllables and three tones in syllables ending with stops:[70]
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Chinese is often described as a "monosyllabic" language. However, this is only partially correct. It is largely accurate when describing Classical Chinese and Middle Chinese; in Classical Chinese, for example, perhaps 90% of words correspond to a single syllable and a single character. In the modern varieties, it is usually the case that a morpheme (unit of meaning) is a single syllable; In contrast, English has plenty of multi-syllable morphemes, both bound and free, such as "seven", "elephant", "para-" and "-able".
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Some of the conservative southern varieties of modern Chinese have largely monosyllabic words, especially among the more basic vocabulary. In modern Mandarin, however, most nouns, adjectives and verbs are largely disyllabic. A significant cause of this is phonological attrition. Sound change over time has steadily reduced the number of possible syllables. In modern Mandarin, there are now only about 1,200 possible syllables, including tonal distinctions, compared with about 5,000 in Vietnamese (still largely monosyllabic) and over 8,000 in English.[c]
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This phonological collapse has led to a corresponding increase in the number of homophones. As an example, the small Langenscheidt Pocket Chinese Dictionary[71] lists six words that are commonly pronounced as shí (tone 2): 十 "ten"; 实/實 "real, actual"; 识/識 "know (a person), recognize"; 石 "stone"; 时/時 "time"; 食 "food, eat". These were all pronounced differently in Early Middle Chinese; in William H. Baxter's transcription they were dzyip, zyit, syik, dzyek, dzyi and zyik respectively. They are still pronounced differently in today's Cantonese; in Jyutping they are sap9, sat9, sik7, sek9, si4, sik9. In modern spoken Mandarin, however, tremendous ambiguity would result if all of these words could be used as-is; Yuen Ren Chao's modern poem Lion-Eating Poet in the Stone Den exploits this, consisting of 92 characters all pronounced shi. As such, most of these words have been replaced (in speech, if not in writing) with a longer, less-ambiguous compound. Only the first one, 十 "ten", normally appears as such when spoken; the rest are normally replaced with, respectively, shíjì 实际/實際 (lit. "actual-connection"); rènshi 认识/認識 (lit. "recognize-know"); shítou 石头/石頭 (lit. "stone-head"); shíjiān 时间/時間 (lit. "time-interval"); shíwù 食物 (lit. "food-thing"). In each case, the homophone was disambiguated by adding another morpheme, typically either a synonym or a generic word of some sort (for example, "head", "thing"), the purpose of which is simply to indicate which of the possible meanings of the other, homophonic syllable should be selected.
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However, when one of the above words forms part of a compound, the disambiguating syllable is generally dropped and the resulting word is still disyllabic. For example, shí 石 alone, not shítou 石头/石頭, appears in compounds meaning "stone-", for example, shígāo 石膏 "plaster" (lit. "stone cream"), shíhuī 石灰 "lime" (lit. "stone dust"), shíkū 石窟 "grotto" (lit. "stone cave"), shíyīng 石英 "quartz" (lit. "stone flower"), shíyóu 石油 "petroleum" (lit. "stone oil").
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Most modern varieties of Chinese have the tendency to form new words through disyllabic, trisyllabic and tetra-character compounds. In some cases, monosyllabic words have become disyllabic without compounding, as in kūlong 窟窿 from kǒng 孔; this is especially common in Jin.
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Chinese morphology is strictly bound to a set number of syllables with a fairly rigid construction. Although many of these single-syllable morphemes (zì, 字) can stand alone as individual words, they more often than not form multi-syllabic compounds, known as cí (词/詞), which more closely resembles the traditional Western notion of a word. A Chinese cí ("word") can consist of more than one character-morpheme, usually two, but there can be three or more.
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For example:
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All varieties of modern Chinese are analytic languages, in that they depend on syntax (word order and sentence structure) rather than morphology—i.e., changes in form of a word—to indicate the word's function in a sentence.[72] In other words, Chinese has very few grammatical inflections—it possesses no tenses, no voices, no numbers (singular, plural; though there are plural markers, for example for personal pronouns), and only a few articles (i.e., equivalents to "the, a, an" in English).[d]
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They make heavy use of grammatical particles to indicate aspect and mood. In Mandarin Chinese, this involves the use of particles like le 了 (perfective), hái 还/還 ("still"), yǐjīng 已经/已經 ("already"), and so on.
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+
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Chinese has a subject–verb–object word order, and like many other languages of East Asia, makes frequent use of the topic–comment construction to form sentences. Chinese also has an extensive system of classifiers and measure words, another trait shared with neighboring languages like Japanese and Korean. Other notable grammatical features common to all the spoken varieties of Chinese include the use of serial verb construction, pronoun dropping and the related subject dropping.
|
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+
|
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+
Although the grammars of the spoken varieties share many traits, they do possess differences.
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+
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The entire Chinese character corpus since antiquity comprises well over 20,000 characters, of which only roughly 10,000 are now commonly in use. However Chinese characters should not be confused with Chinese words. Because most Chinese words are made up of two or more characters, there are many more Chinese words than characters. A more accurate equivalent for a Chinese character is the morpheme, as characters represent the smallest grammatical units with individual meanings in the Chinese language.
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+
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Estimates of the total number of Chinese words and lexicalized phrases vary greatly. The Hanyu Da Zidian, a compendium of Chinese characters, includes 54,678 head entries for characters, including bone oracle versions. The Zhonghua Zihai (1994) contains 85,568 head entries for character definitions, and is the largest reference work based purely on character and its literary variants. The CC-CEDICT project (2010) contains 97,404 contemporary entries including idioms, technology terms and names of political figures, businesses and products. The 2009 version of the Webster's Digital Chinese Dictionary (WDCD),[73] based on CC-CEDICT, contains over 84,000 entries.
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+
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The most comprehensive pure linguistic Chinese-language dictionary, the 12-volume Hanyu Da Cidian, records more than 23,000 head Chinese characters and gives over 370,000 definitions. The 1999 revised Cihai, a multi-volume encyclopedic dictionary reference work, gives 122,836 vocabulary entry definitions under 19,485 Chinese characters, including proper names, phrases and common zoological, geographical, sociological, scientific and technical terms.
|
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+
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The 7th (2016) edition of Xiandai Hanyu Cidian, an authoritative one-volume dictionary on modern standard Chinese language as used in mainland China, has 13,000 head characters and defines 70,000 words.
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+
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Like any other language, Chinese has absorbed a sizable number of loanwords from other cultures. Most Chinese words are formed out of native Chinese morphemes, including words describing imported objects and ideas. However, direct phonetic borrowing of foreign words has gone on since ancient times.
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|
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Some early Indo-European loanwords in Chinese have been proposed, notably 蜜 mì "honey", 狮/獅 shī "lion," and perhaps also 马/馬 mǎ "horse", 猪/豬 zhū "pig", 犬 quǎn "dog", and 鹅/鵝 é "goose".[e]
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Ancient words borrowed from along the Silk Road since Old Chinese include 葡萄 pútáo "grape", 石榴 shíliu/shíliú "pomegranate" and 狮子/獅子 shīzi "lion". Some words were borrowed from Buddhist scriptures, including 佛 Fó "Buddha" and 菩萨/菩薩 Púsà "bodhisattva." Other words came from nomadic peoples to the north, such as 胡同 hútòng "hutong". Words borrowed from the peoples along the Silk Road, such as 葡萄 "grape," generally have Persian etymologies. Buddhist terminology is generally derived from Sanskrit or Pāli, the liturgical languages of North India. Words borrowed from the nomadic tribes of the Gobi, Mongolian or northeast regions generally have Altaic etymologies, such as 琵琶 pípá, the Chinese lute, or 酪 lào/luò "cheese" or "yoghurt", but from exactly which source is not always clear.[74]
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Modern neologisms are primarily translated into Chinese in one of three ways: free translation (calque, or by meaning), phonetic translation (by sound), or a combination of the two. Today, it is much more common to use existing Chinese morphemes to coin new words in order to represent imported concepts, such as technical expressions and international scientific vocabulary. Any Latin or Greek etymologies are dropped and converted into the corresponding Chinese characters (for example, anti- typically becomes "反", literally opposite), making them more comprehensible for Chinese but introducing more difficulties in understanding foreign texts. For example, the word telephone was loaned phonetically as 德律风/德律風 (Shanghainese: télífon [təlɪfoŋ], Mandarin: délǜfēng) during the 1920s and widely used in Shanghai, but later 电话/電話 diànhuà (lit. "electric speech"), built out of native Chinese morphemes, became prevalent (電話 is in fact from the Japanese 電話 denwa; see below for more Japanese loans). Other examples include 电视/電視 diànshì (lit. "electric vision") for television, 电脑/電腦 diànnǎo (lit. "electric brain") for computer; 手机/手機 shǒujī (lit. "hand machine") for mobile phone, 蓝牙/藍牙 lányá (lit. "blue tooth") for Bluetooth, and 网志/網誌 wǎngzhì (lit. "internet logbook") for blog in Hong Kong and Macau Cantonese. Occasionally half-transliteration, half-translation compromises are accepted, such as 汉堡包/漢堡包 hànbǎobāo (漢堡 hànbǎo "Hamburg" + 包 bāo "bun") for "hamburger". Sometimes translations are designed so that they sound like the original while incorporating Chinese morphemes (phono-semantic matching), such as 拖拉机/拖拉機 tuōlājī "tractor" (lit. "dragging-pulling machine"), or 马利奥/馬利奧 Mǎlì'ào for the video game character Mario. This is often done for commercial purposes, for example 奔腾/奔騰 bēnténg (lit. "dashing-leaping") for Pentium and 赛百味/賽百味 Sàibǎiwèi (lit. "better-than hundred tastes") for Subway restaurants.
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Foreign words, mainly proper nouns, continue to enter the Chinese language by transcription according to their pronunciations. This is done by employing Chinese characters with similar pronunciations. For example, "Israel" becomes 以色列 Yǐsèliè, "Paris" becomes 巴黎 Bālí. A rather small number of direct transliterations have survived as common words, including 沙发/沙發 shāfā "sofa", 马达/馬達 mǎdá "motor", 幽默 yōumò "humor", 逻辑/邏輯 luóji/luójí "logic", 时髦/時髦 shímáo "smart, fashionable", and 歇斯底里 xiēsīdǐlǐ "hysterics". The bulk of these words were originally coined in the Shanghai dialect during the early 20th century and were later loaned into Mandarin, hence their pronunciations in Mandarin may be quite off from the English. For example, 沙发/沙發 "sofa" and 马达/馬達 "motor" in Shanghainese sound more like their English counterparts. Cantonese differs from Mandarin with some transliterations, such as 梳化 so1 faa3*2 "sofa" and 摩打 mo1 daa2 "motor".
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Western foreign words representing Western concepts have influenced Chinese since the 20th century through transcription. From French came 芭蕾 bālěi "ballet" and 香槟/香檳 xiāngbīn, "champagne"; from Italian, 咖啡 kāfēi "caffè". English influence is particularly pronounced. From early 20th century Shanghainese, many English words are borrowed, such as 高尔夫/高爾夫 gāoěrfū "golf" and the above-mentioned 沙发/沙發 shāfā "sofa". Later, the United States soft influences gave rise to 迪斯科 dísikē/dísīkē "disco", 可乐/可樂 kělè "cola", and 迷你 mínǐ "mini [skirt]". Contemporary colloquial Cantonese has distinct loanwords from English, such as 卡通 kaa1 tung1 "cartoon", 基佬 gei1 lou2 "gay people", 的士 dik1 si6*2 "taxi", and 巴士 baa1 si6*2 "bus". With the rising popularity of the Internet, there is a current vogue in China for coining English transliterations, for example, 粉丝/粉絲 fěnsī "fans", 黑客 hēikè "hacker" (lit. "black guest"), and 博客 bókè "blog". In Taiwan, some of these transliterations are different, such as 駭客 hàikè for "hacker" and 部落格 bùluògé for "blog" (lit. "interconnected tribes").
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Another result of the English influence on Chinese is the appearance in Modern Chinese texts of so-called 字母词/字母詞 zìmǔcí (lit. "lettered words") spelled with letters from the English alphabet. This has appeared in magazines, newspapers, on web sites, and on TV: 三G手机/三G手機 "3rd generation cell phones" (三 sān "three" + G "generation" + 手机/手機 shǒujī "mobile phones"), IT界 "IT circles" (IT "information technology" + 界 jiè "industry"), HSK (Hànyǔ Shuǐpíng Kǎoshì, 汉语水平考试/漢語水平考試), GB (Guóbiāo, 国标/國標), CIF价/CIF價 (CIF "Cost, Insurance, Freight" + 价/價 jià "price"), e家庭 "e-home" (e "electronic" + 家庭 jiātíng "home"), Chinese: W时代/Chinese: W時代 "wireless era" (W "wireless" + 时代/時代 shídài "era"), TV族 "TV watchers" (TV "television" + 族 zú "social group; clan"), 后РС时代/後PC時代 "post-PC era" (后/後 hòu "after/post-" + PC "personal computer" + 时代/時代), and so on.
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Since the 20th century, another source of words has been Japanese using existing kanji (Chinese characters used in Japanese). Japanese re-molded European concepts and inventions into wasei-kango (和製漢語, lit. "Japanese-made Chinese"), and many of these words have been re-loaned into modern Chinese. Other terms were coined by the Japanese by giving new senses to existing Chinese terms or by referring to expressions used in classical Chinese literature. For example, jīngjì (经济/經濟; 経済 keizai in Japanese), which in the original Chinese meant "the workings of the state", was narrowed to "economy" in Japanese; this narrowed definition was then re-imported into Chinese. As a result, these terms are virtually indistinguishable from native Chinese words: indeed, there is some dispute over some of these terms as to whether the Japanese or Chinese coined them first. As a result of this loaning, Chinese, Korean, Japanese, and Vietnamese share a corpus of linguistic terms describing modern terminology, paralleling the similar corpus of terms built from Greco-Latin and shared among European languages.
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The Chinese orthography centers on Chinese characters, which are written within imaginary square blocks, traditionally arranged in vertical columns, read from top to bottom down a column, and right to left across columns, despite alternative arrangement with rows of characters from left to right within a row and from top to bottom across rows having become more popular since the 20th century (like English and other Western writing system).[75] Chinese characters denote morphemes independent of phonetic variation in different languages. Thus the character 一 ("one") is uttered yī in Standard Chinese, yat1 in Cantonese and it in Hokkien (form of Min).
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Most written Chinese documents in the modern time, especially the more formal ones, are created using the grammar and syntax of the Standard Mandarin Chinese variants, regardless of dialectical background of the author or targeted audience. This replaced the old writing language standard of Literary Chinese before 20th century.[76] However, vocabularies from different Chinese-speaking area have diverged, and the divergence can be observed in written Chinese.[77]
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Meanwhile, colloquial forms of various Chinese language variants have also been written down by their users, especially in less formal settings. The most prominent example of this is the written colloquial form of Cantonese, which has become quite popular in tabloids, instant messaging applications, and on the internet amongst Hong-Kongers and Cantonese-speakers elsewhere.[78]
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Because some Chinese variants have diverged and developed a number of unique morphemes that are not found in Standard Mandarin (despite all other common morphemes), unique characters rarely used in Standard Chinese have also been created or inherited from archaic literary standard to represent these unique morphemes. For example, characters like 冇 and 係 for Cantonese and Hakka, are actively used in both languages while being considered archaic or unused in standard written Chinese.
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The Chinese had no uniform phonetic transcription system for most of its speakers until the mid-20th century, although enunciation patterns were recorded in early rime books and dictionaries. Early Indian translators, working in Sanskrit and Pali, were the first to attempt to describe the sounds and enunciation patterns of Chinese in a foreign language. After the 15th century, the efforts of Jesuits and Western court missionaries resulted in some Latin character transcription/writing systems, based on various variants of Chinese languages. Some of these latin character based systems are still being used to write various Chinese variants in the modern era.[79]
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In Hunan, women in certain areas write their local Chinese language variant in Nü Shu, a syllabary derived from Chinese characters. The Dungan language, considered by many a dialect of Mandarin, is nowadays written in Cyrillic, and was previously written in the Arabic script. The Dungan people are primarily Muslim and live mainly in Kazakhstan, Kyrgyzstan, and Russia; some of the related Hui people also speak the language and live mainly in China.
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Each Chinese character represents a monosyllabic Chinese word or morpheme. In 100 CE, the famed Han dynasty scholar Xu Shen classified characters into six categories, namely pictographs, simple ideographs, compound ideographs, phonetic loans, phonetic compounds and derivative characters. Of these, only 4% were categorized as pictographs, including many of the simplest characters, such as rén 人 (human), rì 日 (sun), shān 山 (mountain; hill), shuǐ 水 (water). Between 80% and 90% were classified as phonetic compounds such as chōng 沖 (pour), combining a phonetic component zhōng 中 (middle) with a semantic radical 氵 (water). Almost all characters created since have been made using this format. The 18th-century Kangxi Dictionary recognized 214 radicals.
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Modern characters are styled after the regular script. Various other written styles are also used in Chinese calligraphy, including seal script, cursive script and clerical script. Calligraphy artists can write in traditional and simplified characters, but they tend to use traditional characters for traditional art.
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There are currently two systems for Chinese characters. The traditional system, used in Hong Kong, Taiwan, Macau and Chinese speaking communities (except Singapore and Malaysia) outside mainland China, takes its form from standardized character forms dating back to the late Han dynasty. The Simplified Chinese character system, introduced by the People's Republic of China in 1954 to promote mass literacy, simplifies most complex traditional glyphs to fewer strokes, many to common cursive shorthand variants. Singapore, which has a large Chinese community, was the second nation to officially adopt simplified characters, although it has also become the de facto standard for younger ethnic Chinese in Malaysia.
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The Internet provides the platform to practice reading these alternative systems, be it traditional or simplified. Most Chinese users in the modern era are capable of, although not necessarily comfortable with, reading (but not writing) the alternative system, through experience and guesswork.[80]
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A well-educated Chinese reader today recognizes approximately 4,000 to 6,000 characters; approximately 3,000 characters are required to read a Mainland newspaper. The PRC government defines literacy amongst workers as a knowledge of 2,000 characters, though this would be only functional literacy. School-children typically learn around 2,000 characters whereas scholars may memorize up to 10,000.[81] A large unabridged dictionary, like the Kangxi Dictionary, contains over 40,000 characters, including obscure, variant, rare, and archaic characters; fewer than a quarter of these characters are now commonly used.
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Romanization is the process of transcribing a language into the Latin script. There are many systems of romanization for the Chinese varieties, due to the lack of a native phonetic transcription until modern times. Chinese is first known to have been written in Latin characters by Western Christian missionaries in the 16th century.
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Today the most common romanization standard for Standard Chinese is Hanyu Pinyin, often known simply as pinyin, introduced in 1956 by the People's Republic of China, and later adopted by Singapore and Taiwan. Pinyin is almost universally employed now for teaching standard spoken Chinese in schools and universities across America, Australia and Europe. Chinese parents also use Pinyin to teach their children the sounds and tones of new words. In school books that teach Chinese, the Pinyin romanization is often shown below a picture of the thing the word represents, with the Chinese character alongside.
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The second-most common romanization system, the Wade–Giles, was invented by Thomas Wade in 1859 and modified by Herbert Giles in 1892. As this system approximates the phonology of Mandarin Chinese into English consonants and vowels, i.e. it is an Anglicization, it may be particularly helpful for beginner Chinese speakers of an English-speaking background. Wade–Giles was found in academic use in the United States, particularly before the 1980s, and until 2009 was widely used in Taiwan.
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When used within European texts, the tone transcriptions in both pinyin and Wade–Giles are often left out for simplicity; Wade–Giles' extensive use of apostrophes is also usually omitted. Thus, most Western readers will be much more familiar with Beijing than they will be with Běijīng (pinyin), and with Taipei than T'ai²-pei³ (Wade–Giles). This simplification presents syllables as homophones which really are none, and therefore exaggerates the number of homophones almost by a factor of four.
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Here are a few examples of Hanyu Pinyin and Wade–Giles, for comparison:
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Other systems of romanization for Chinese include Gwoyeu Romatzyh, the French EFEO, the Yale system (invented during WWII for U.S. troops), as well as separate systems for Cantonese, Min Nan, Hakka, and other Chinese varieties.
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Chinese varieties have been phonetically transcribed into many other writing systems over the centuries. The 'Phags-pa script, for example, has been very helpful in reconstructing the pronunciations of premodern forms of Chinese.
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+
|
163 |
+
Zhuyin (colloquially bopomofo), a semi-syllabary is still widely used in Taiwan's elementary schools to aid standard pronunciation. Although zhuyin characters are reminiscent of katakana script, there is no source to substantiate the claim that Katakana was the basis for the zhuyin system. A comparison table of zhuyin to pinyin exists in the zhuyin article. Syllables based on pinyin and zhuyin can also be compared by looking at the following articles:
|
164 |
+
|
165 |
+
There are also at least two systems of cyrillization for Chinese. The most widespread is the Palladius system.
|
166 |
+
|
167 |
+
With the growing importance and influence of China's economy globally, Mandarin instruction is gaining popularity in schools in the United States, and has become an increasingly popular subject of study amongst the young in the Western world, as in the UK.[82]
|
168 |
+
|
169 |
+
In 1991 there were 2,000 foreign learners taking China's official Chinese Proficiency Test (also known as HSK, comparable to the English Cambridge Certificate), while in 2005, the number of candidates had risen sharply to 117,660.[83]
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1 |
+
|
2 |
+
|
3 |
+
|
4 |
+
|
5 |
+
Canis familiaris Linnaeus, 1758[2][3]
|
6 |
+
|
7 |
+
aegyptius Linnaeus, 1758,
|
8 |
+
alco C. E. H. Smith, 1839,
|
9 |
+
americanus Gmelin, 1792,
|
10 |
+
anglicus Gmelin, 1792,
|
11 |
+
antarcticus Gmelin, 1792,
|
12 |
+
aprinus Gmelin, 1792,
|
13 |
+
aquaticus Linnaeus, 1758,
|
14 |
+
aquatilis Gmelin, 1792,
|
15 |
+
avicularis Gmelin, 1792,
|
16 |
+
borealis C. E. H. Smith, 1839,
|
17 |
+
brevipilis Gmelin, 1792,
|
18 |
+
cursorius Gmelin, 1792,
|
19 |
+
domesticus Linnaeus, 1758,
|
20 |
+
extrarius Gmelin, 1792,
|
21 |
+
ferus C. E. H. Smith, 1839,
|
22 |
+
fricator Gmelin, 1792,
|
23 |
+
fricatrix Linnaeus, 1758,
|
24 |
+
fuillus Gmelin, 1792,
|
25 |
+
gallicus Gmelin, 1792,
|
26 |
+
glaucus C. E. H. Smith, 1839,
|
27 |
+
graius Linnaeus, 1758,
|
28 |
+
grajus Gmelin, 1792,
|
29 |
+
hagenbecki Krumbiegel, 1950,
|
30 |
+
haitensis C. E. H. Smith, 1839,
|
31 |
+
hibernicus Gmelin, 1792,
|
32 |
+
hirsutus Gmelin, 1792,
|
33 |
+
hybridus Gmelin, 1792,
|
34 |
+
islandicus Gmelin, 1792,
|
35 |
+
italicus Gmelin, 1792,
|
36 |
+
laniarius Gmelin, 1792,
|
37 |
+
leoninus Gmelin, 1792,
|
38 |
+
leporarius C. E. H. Smith, 1839,
|
39 |
+
major Gmelin, 1792,
|
40 |
+
mastinus Linnaeus, 1758,
|
41 |
+
melitacus Gmelin, 1792,
|
42 |
+
melitaeus Linnaeus, 1758,
|
43 |
+
minor Gmelin, 1792,
|
44 |
+
molossus Gmelin, 1792,
|
45 |
+
mustelinus Linnaeus, 1758,
|
46 |
+
obesus Gmelin, 1792,
|
47 |
+
orientalis Gmelin, 1792,
|
48 |
+
pacificus C. E. H. Smith, 1839,
|
49 |
+
plancus Gmelin, 1792,
|
50 |
+
pomeranus Gmelin, 1792,
|
51 |
+
sagaces C. E. H. Smith, 1839,
|
52 |
+
sanguinarius C. E. H. Smith, 1839,
|
53 |
+
sagax Linnaeus, 1758,
|
54 |
+
scoticus Gmelin, 1792,
|
55 |
+
sibiricus Gmelin, 1792,
|
56 |
+
suillus C. E. H. Smith, 1839,
|
57 |
+
terraenovae C. E. H. Smith, 1839,
|
58 |
+
terrarius C. E. H. Smith, 1839,
|
59 |
+
turcicus Gmelin, 1792,
|
60 |
+
urcani C. E. H. Smith, 1839,
|
61 |
+
variegatus Gmelin, 1792,
|
62 |
+
venaticus Gmelin, 1792,
|
63 |
+
vertegus Gmelin, 1792[4]
|
64 |
+
|
65 |
+
The dog (Canis familiaris when considered a distinct species or Canis lupus familiaris when considered a subspecies of the wolf)[5] is a domesticated carnivoran of the family Canidae. It is part of the wolf-like canids,[6] and is the most widely abundant terrestrial carnivore.[7][8][9][10][11] The dog and the extant gray wolf are sister taxa as modern wolves are not closely related to the wolves that were first domesticated, [12][13][14] which implies that the direct ancestor of the dog is extinct.[15] The dog was the first species to be domesticated,[14][16] and has been selectively bred over millennia for various behaviors, sensory capabilities, and physical attributes.[17]
|
66 |
+
|
67 |
+
Their long association with humans has led dogs to be uniquely attuned to human behavior[18] and they are able to thrive on a starch-rich diet that would be inadequate for other canids.[19] Dogs vary widely in shape, size and colors.[20] They perform many roles for humans, such as hunting, herding, pulling loads, protection, assisting police and military, companionship and, more recently, aiding disabled people and therapeutic roles. This influence on human society has given them the sobriquet of "man's best friend".
|
68 |
+
|
69 |
+
In 1758, the Swedish botanist and zoologist Carl Linnaeus published in his Systema Naturae the binomial nomenclature – or the two-word naming – of species. Canis is the Latin word meaning "dog",[21] and under this genus he listed the dog-like carnivores including domestic dogs, wolves, and jackals. He classified the domestic dog as Canis familiaris, and on the next page he classified the wolf as Canis lupus.[2] Linnaeus considered the dog to be a separate species from the wolf because of its cauda recurvata - its upturning tail which is not found in any other canid.[22]
|
70 |
+
|
71 |
+
In 1999, a study of mitochondrial DNA indicated that the domestic dog may have originated from multiple grey wolf populations, with the dingo and New Guinea singing dog "breeds" having developed at a time when human populations were more isolated from each other.[23] In the third edition of Mammal Species of the World published in 2005, the mammalogist W. Christopher Wozencraft listed under the wolf Canis lupus its wild subspecies, and proposed two additional subspecies: "familiaris Linneaus, 1758 [domestic dog]" and "dingo Meyer, 1793 [domestic dog]". Wozencraft included hallstromi – the New Guinea singing dog – as a taxonomic synonym for the dingo. Wozencraft referred to the mDNA study as one of the guides in forming his decision.[4] The inclusion of familiaris and dingo under a "domestic dog" clade has been noted by other mammalogists.[24] This classification by Wozencraft is debated among zoologists.[25]
|
72 |
+
|
73 |
+
In 2019, a workshop hosted by the IUCN/Species Survival Commission's Canid Specialist Group considered the New Guinea singing dog and the dingo to be feral dogs Canis familiaris, and therefore should not be assessed for the IUCN Red List.[26]
|
74 |
+
|
75 |
+
The origin of the domestic dog includes the dog's genetic divergence from the wolf, its domestication, and its development into dog types and dog breeds. The dog is a member of the genus Canis, which forms part of the wolf-like canids, and was the first species and the only large carnivore to have been domesticated.[14][27] Genetic studies comparing dogs with modern wolves show reciprocal monophyly (separate groups), which implies that dogs are not genetically close to any living wolf and that their wild ancestor is extinct.[28][14] An extinct Late Pleistocene wolf may have been the ancestor of the dog,[27][1] with the dog's similarity to the extant grey wolf being the result of genetic admixture between the two.[1] In 2020, a literature review of canid domestication stated that modern dogs were not descended from the same Canis lineage as modern wolves, and proposes that dogs may be descended from a Pleistocene wolf closer in size to a village dog.[29]
|
76 |
+
|
77 |
+
The genetic divergence between dogs and wolves occurred between 20,000–40,000 years ago, just before or during the Last Glacial Maximum[30][1] (20,000-27,000 years ago). This timespan represents the upper time-limit for the commencement of domestication because it is the time of divergence and not the time of domestication, which occurred later.[30][31] One of the most important transitions in human history was the domestication of animals, which began with the long-term association between wolves and hunter–gatherers more than 15,000 years ago.[28] The archaeological record and genetic analysis show the remains of the Bonn–Oberkassel dog buried beside humans 14,200 years ago to be the first undisputed dog, with disputed remains occurring 36,000 years ago.[1]
|
78 |
+
|
79 |
+
Domestic dogs have been selectively bred for millennia for various behaviors, sensory capabilities, and physical attributes.[17] Modern dog breeds show more variation in size, appearance, and behavior than any other domestic animal.[17] Dogs are predators and scavengers; like many other predatory mammals, the dog has powerful muscles, fused wrist bones, a cardiovascular system that supports both sprinting and endurance, and teeth for catching and tearing.
|
80 |
+
|
81 |
+
Dogs are highly variable in height and weight. The smallest known adult dog was a Yorkshire Terrier, that stood only 6.3 centimetres (2 1⁄2 inches) at the shoulder, 9.5 cm (3 3⁄4 in) in length along the head-and-body, and weighed only 113 grams (4 ounces). The largest known dog was a Saint Bernard which weighed 167.6 kg (369 1⁄2 lb) and was 250 cm (8 ft 2 in) from the snout to the tail.[32] The tallest dog is a Great Dane that stands 106.7 cm (3 ft 6 in) at the shoulder.[33]
|
82 |
+
|
83 |
+
The dog's senses include vision, hearing, sense of smell, sense of taste, touch and sensitivity to the earth's magnetic field. Another study suggested that dogs can see the earth's magnetic field.[34][35][36]
|
84 |
+
|
85 |
+
The coats of domestic dogs are of two varieties: "double" being common with dogs (as well as wolves) originating from colder climates, made up of a coarse guard hair and a soft down hair, or "single", with the topcoat only. Breeds may have an occasional "blaze", stripe, or "star" of white fur on their chest or underside.[37]
|
86 |
+
|
87 |
+
Regarding coat appearance or health, the coat can be maintained or affected by multiple nutrients present in the diet, see Coat (dog) for more information.
|
88 |
+
|
89 |
+
Premature graying can occur in dogs from as early as one year of age. This has been shown to be associated with impulsive behaviors, anxiety behaviors, fear of noise, and fear of unfamiliar people or animals.[38]
|
90 |
+
|
91 |
+
There are many different shapes for dog tails: straight, straight up, sickle, curled, or cork-screw. As with many canids, one of the primary functions of a dog's tail is to communicate their emotional state, which can be important in getting along with others. In some hunting dogs, however, the tail is traditionally docked to avoid injuries.[39] In some breeds, such as the Braque du Bourbonnais, puppies can be born with a short tail or no tail at all.[40]
|
92 |
+
|
93 |
+
Despite their close genetic relationship and the ability to inter-breed, there are a number of diagnostic features to distinguish the gray wolves from domestic dogs. Domesticated dogs are clearly distinguishable from wolves by starch gel electrophoresis of red blood cell acid phosphatase.[42] The tympanic bullae are large, convex and almost spherical in gray wolves, while the bullae of dogs are smaller, compressed and slightly crumpled.[43] Compared with equally sized wolves, dogs tend to have 20% smaller skulls and 30% smaller brains.[44]:35 The teeth of gray wolves are also proportionately larger than those of dogs.[45] Dogs have a more domed forehead and a distinctive "stop" between forehead and nose.[46] The temporalis muscle that closes the jaws is more robust in wolves.[5]:158 Wolves do not have dewclaws on their back legs, unless there has been admixture with dogs that had them.[47] Most dogs lack a functioning pre-caudal gland and enter estrus twice yearly, unlike gray wolves which only do so once a year.[48] So-called primitive dogs such as dingoes and Basenjis retain the yearly estrus cycle.[49]
|
94 |
+
|
95 |
+
Dogs generally have brown eyes and wolves almost always have amber or light colored eyes.[50] The skin of domestic dogs tends to be thicker than that of wolves, with some Inuit tribes favoring the former for use as clothing due to its greater resistance to wear and tear in harsh weather.[51] The paws of a dog are half the size of those of a wolf, and their tails tend to curl upwards, another trait not found in wolves.[52] The dog has developed into hundreds of varied breeds, and shows more behavioral and morphological variation than any other land mammal.[53]
|
96 |
+
|
97 |
+
There are many household plants that are poisonous to dogs (and other mammals) including begonia, Poinsettia and aloe vera.[54]
|
98 |
+
|
99 |
+
Some breeds of dogs are prone to certain genetic ailments such as elbow and hip dysplasia, blindness, deafness, pulmonic stenosis, cleft palate, and trick knees. Two serious medical conditions particularly affecting dogs are pyometra, affecting unspayed females of all types and ages, and gastric dilatation volvulus (bloat), which affects the larger breeds or deep-chested dogs. Both of these are acute conditions, and can kill rapidly. Dogs are also susceptible to parasites such as fleas, ticks, mites, hookworms, tapeworms, roundworms, and heartworms (roundworm species that lives in the heart of dogs).
|
100 |
+
|
101 |
+
A number of common human foods and household ingestibles are toxic to dogs, including chocolate solids (theobromine poisoning), onion and garlic (thiosulphate, sulfoxide or disulfide poisoning),[55] grapes and raisins, macadamia nuts, xylitol,[56] as well as various plants and other potentially ingested materials.[57][58] The nicotine in tobacco can also be dangerous. Dogs can be exposed to the substance by scavenging through garbage bins or ashtrays and eating cigars and cigarettes. Signs can be vomiting of large amounts (e.g., from eating cigar butts) or diarrhea. Some other signs are abdominal pain, loss of coordination, collapse, or death.[59] Dogs are susceptible to theobromine poisoning, typically from ingestion of chocolate. Theobromine is toxic to dogs because, although the dog's metabolism is capable of breaking down the chemical, the process is so slow that for some dogs even small amounts of chocolate can be fatal, especially dark chocolate.
|
102 |
+
|
103 |
+
Dogs are also vulnerable to some of the same health conditions as humans, including diabetes, dental and heart disease, epilepsy, cancer, hypothyroidism, and arthritis.[60]
|
104 |
+
|
105 |
+
In 2013, a study found that mixed breeds live on average 1.2 years longer than pure breeds, and that increasing body-weight was negatively correlated with longevity (i.e. the heavier the dog the shorter its lifespan).[61]
|
106 |
+
|
107 |
+
The typical lifespan of dogs varies widely among breeds, but for most the median longevity, the age at which half the dogs in a population have died and half are still alive, ranges from 10 to 13 years.[62][63][64][65] Individual dogs may live well beyond the median of their breed.
|
108 |
+
|
109 |
+
The breed with the shortest lifespan (among breeds for which there is a questionnaire survey with a reasonable sample size) is the Dogue de Bordeaux, with a median longevity of about 5.2 years, but several breeds, including miniature bull terriers, bloodhounds, and Irish wolfhounds are nearly as short-lived, with median longevities of 6 to 7 years.[65]
|
110 |
+
|
111 |
+
The longest-lived breeds, including toy poodles, Japanese spitz, Border terriers, and Tibetan spaniels, have median longevities of 14 to 15 years.[65] The median longevity of mixed-breed dogs, taken as an average of all sizes, is one or more years longer than that of purebred dogs when all breeds are averaged.[63][64][65][66] The longest-lived dog was "Bluey", an Australian Cattle Dog who died in 1939 at 29.5 years of age.[67][68]
|
112 |
+
|
113 |
+
In domestic dogs, sexual maturity happens around six to twelve months of age for both males and females,[17][69] although this can be delayed until up to two years old for some large breeds. This is the time at which female dogs will have their first estrous cycle. They will experience subsequent estrous cycles semiannually, during which the body prepares for pregnancy. At the peak of the cycle, females will come into estrus, being mentally and physically receptive to copulation.[17] Because the ova survive and are capable of being fertilized for a week after ovulation, it is possible for more than one male to sire the same litter.[17]
|
114 |
+
|
115 |
+
Fertilization typically occurs 2–5 days after ovulation; 14–16 days after ovulation, the embryo attaches to the uterus, and after 7-8 more days the heart beat is detectable.[70][71]
|
116 |
+
|
117 |
+
Dogs bear their litters roughly 58 to 68 days after fertilization,[17][72] with an average of 63 days, although the length of gestation can vary. An average litter consists of about six puppies,[73] though this number may vary widely based on the breed of dog. In general, toy dogs produce from one to four puppies in each litter, while much larger breeds may average as many as twelve.
|
118 |
+
|
119 |
+
Some dog breeds have acquired traits through selective breeding that interfere with reproduction. Male French Bulldogs, for instance, are incapable of mounting the female. For many dogs of this breed, the female must be artificially inseminated in order to reproduce.[74]
|
120 |
+
|
121 |
+
Neutering refers to the sterilization of animals, usually by removal of the male's testicles or the female's ovaries and uterus, in order to eliminate the ability to procreate and reduce sex drive. Because of the overpopulation of dogs in some countries, many animal control agencies, such as the American Society for the Prevention of Cruelty to Animals (ASPCA), advise that dogs not intended for further breeding should be neutered, so that they do not have undesired puppies that may later be euthanized.[75]
|
122 |
+
|
123 |
+
According to the Humane Society of the United States, 3–4 million dogs and cats are euthanized each year in the United States and many more are confined to cages in shelters because there are many more animals than there are homes. Spaying or castrating dogs helps keep overpopulation down.[76] Local humane societies, SPCAs, and other animal protection organizations urge people to neuter their pets and to adopt animals from shelters instead of purchasing them.
|
124 |
+
|
125 |
+
Neutering reduces problems caused by hypersexuality, especially in male dogs.[77] Spayed female dogs are less likely to develop some forms of cancer, affecting mammary glands, ovaries, and other reproductive organs.[78] However, neutering increases the risk of urinary incontinence in female dogs,[79] and prostate cancer in males,[80] as well as osteosarcoma, hemangiosarcoma, cruciate ligament rupture, obesity, and diabetes mellitus in either sex.[81]
|
126 |
+
|
127 |
+
A common breeding practice for pet dogs is mating between close relatives (e.g. between half- and full siblings).[82] Inbreeding depression is considered to be due largely to the expression of homozygous deleterious recessive mutations.[83] Outcrossing between unrelated individuals, including dogs of different breeds, results in the beneficial masking of deleterious recessive mutations in progeny.[84]
|
128 |
+
|
129 |
+
In a study of seven breeds of dogs (Bernese mountain dog, basset hound, Cairn terrier, Epagneul Breton, German Shepherd dog, Leonberger, and West Highland white terrier) it was found that inbreeding decreases litter size and survival.[85] Another analysis of data on 42,855 dachshund litters found that as the inbreeding coefficient increased, litter size decreased and the percentage of stillborn puppies increased, thus indicating inbreeding depression.[86] In a study of boxer litters, 22% of puppies died before reaching 7 weeks of age.[87] Stillbirth was the most frequent cause of death, followed by infection. Mortality due to infection increased significantly with increases in inbreeding.[87]
|
130 |
+
|
131 |
+
Dog intelligence is the ability of the dog to perceive information and retain it as knowledge for applying to solve problems. Studies of two dogs suggest that dogs can learn by inference and have advanced memory skills. A study with Rico, a border collie, showed that he knew the labels of over 200 different items. He inferred the names of novel items by exclusion learning and correctly retrieved those novel items immediately and also 4 weeks after the initial exposure. A study of another border collie, "Chaser", documented his learning and memory capabilities. He had learned the names and could associate by verbal command over 1,000 words.[88] Dogs are able to read and react appropriately to human body language such as gesturing and pointing, and to understand human voice commands.
|
132 |
+
|
133 |
+
A 2018 study on canine cognitive abilities found that dogs' capabilities are no more exceptional than those of other animals, such as horses, chimpanzees or cats.[89] Various animals, including pigs, pigeons and chimpanzees, are able to remember the what, where and when of an event, which dogs cannot do.[90]
|
134 |
+
|
135 |
+
Dogs demonstrate a theory of mind by engaging in deception.[91] An experimental study showed compelling evidence that Australian dingos can outperform domestic dogs in non-social problem-solving, indicating that domestic dogs may have lost much of their original problem-solving abilities once they joined humans.[92] Another study indicated that after undergoing training to solve a simple manipulation task, dogs that are faced with an insoluble version of the same problem look at the human, while socialized wolves do not.[93]
|
136 |
+
|
137 |
+
Dog behavior is the internally coordinated responses (actions or inactions) of the domestic dog (individuals or groups) to internal and/or external stimuli.[94] As the oldest domesticated species, with estimates ranging from 9,000–30,000 years BCE, the minds of dogs inevitably have been shaped by millennia of contact with humans. As a result of this physical and social evolution, dogs, more than any other species, have acquired the ability to understand and communicate with humans, and they are uniquely attuned to human behaviors.[18] Behavioral scientists have uncovered a surprising set of social-cognitive abilities in the domestic dog. These abilities are not possessed by the dog's closest canine
|
138 |
+
relatives nor by other highly intelligent mammals such as great apes but rather parallel some of the social-cognitive skills of human children.[95]
|
139 |
+
|
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Unlike other domestic species which were primarily selected for production-related traits, dogs were initially selected for their behaviors.[96][97] In 2016, a study found that there were only 11 fixed genes that showed variation between wolves and dogs. These gene variations were unlikely to have been the result of natural evolution, and indicate selection on both morphology and behavior during dog domestication. These genes have been shown to affect the catecholamine synthesis pathway, with the majority of the genes affecting the fight-or-flight response[97][98] (i.e. selection for tameness), and emotional processing.[97] Dogs generally show reduced fear and aggression compared with wolves.[97][99] Some of these genes have been associated with aggression in some dog breeds, indicating their importance in both the initial domestication and then later in breed formation.[97] Traits of high sociability and lack of fear in dogs may include genetic modifications related to Williams-Beuren syndrome in humans, which cause hypersociability at the expense of problem solving ability.[100][101][102]
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Dog communication is how dogs convey information to other dogs, how they understand messages from humans, and how humans translate the information that dogs are transmitting.[103]:xii Communication behaviors of dogs include eye gaze, facial expression, vocalization, body posture (including movements of bodies and limbs) and gustatory communication (scents, pheromones and taste). Humans communicate to dogs by using vocalization, hand signals and body posture.
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In 2013, an estimate of the global dog population was between 700 million[104] and 987 million.[105] Although it is said that the "dog is man's best friend",[106] this refers largely to the ~20% of dogs that live in developed countries. In the developing world, dogs are more commonly feral or communally owned, with pet dogs uncommon.[51] Most of these dogs live their lives as scavengers and have never been owned by humans, with one study showing their most common response when approached by strangers is to run away (52%) or respond aggressively (11%).[107] Little is known about these dogs, or the dogs in developed countries that are feral, stray or are in shelters, because the great majority of modern research on dog cognition has focused on pet dogs living in human homes.[108]
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Although dogs are the most abundant and widely distributed terrestrial carnivores, the potential of feral and free-ranging dogs to compete with other large carnivores is limited by their strong association with humans.[7] For example, a review of the studies in the competitive effects of dogs on sympatric carnivores did not mention any research on competition between dogs and wolves.[109][110] Although wolves are known to kill dogs, they tend to live in pairs or in small packs in areas where they are highly persecuted, giving them a disadvantage facing large dog groups.[109][111]
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Wolves kill dogs wherever they are found together.[112] One study reported that in Wisconsin in 1999 more compensation had been paid for losses due to wolves taking dogs than for wolves taking livestock. In Wisconsin wolves will often kill hunting dogs, possibly because the dogs are in the wolf's territory.[112] A strategy has been reported in Russia where one wolf lures a dog into heavy brush where another wolf waits in ambush.[113] In some instances, wolves have displayed an uncharacteristic fearlessness of humans and buildings when attacking dogs, to the extent that they have to be beaten off or killed.[114] Although the numbers of dogs killed each year are relatively low, it induces a fear of wolves entering villages and farmyards to take dogs, and losses of dogs to wolves has led to demands for more liberal wolf hunting regulations.[109]
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Coyotes and big cats have also been known to attack dogs. Leopards in particular are known to have a predilection for dogs, and have been recorded to kill and consume them regardless of their size.[115] Tigers in Manchuria, Indochina, Indonesia, and Malaysia are also reported to kill dogs.[116] Striped hyenas are known to kill dogs in Turkmenistan, India, and the Caucasus.[117]
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Dogs are normal prey for the American alligator.
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Dogs have been described as carnivores[118][119] or omnivores.[17][120][121][122] Compared to wolves, dogs from agricultural societies have extra copies of amylase and other genes involved in starch digestion that contribute to an increased ability to thrive on a starch-rich diet.[19] Also like humans, some dog breeds produce amylase in their saliva. Based on metabolism and nutrition, many consider the dog to be an omnivore.[123]
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However, the dog is not simply an omnivore. More like the cat and less like other omnivores, the dog can only produce bile acid with taurine, and it cannot produce vitamin D, which it obtains from animal flesh. Also more like the cat, the dog requires arginine to maintain its nitrogen balance. These nutritional requirements place the dog part-way between carnivores and omnivores.[124]
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As a domesticated or semi-domesticated animal, the dog is nearly universal among human societies. Notable exceptions once included:
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Dogs were introduced to Antarctica as sled dogs but were later outlawed by international agreement due to the possible risk of spreading infections.[132]
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The domestic dog is the first species, and the only large carnivore, known to have been domesticated. Especially over the past 200 years, dogs have undergone rapid phenotypic change and were formed into today's modern dog breeds due to artificial selection by humans. These breeds can vary in size and weight from a 0.46 kg (1 lb) teacup poodle to a 90 kg (200 lb) giant mastiff. Phenotypic variation can include height measured to the withers ranging from 15.2 cm (6 in) in the Chihuahua to 76 cm (30 in) in the Irish Wolfhound; color varies from white through grays (usually called "blue") to black, and browns from light (tan) to dark ("red" or "chocolate") in a wide variation of patterns; coats can be short or long, coarse-haired to wool-like, straight, curly, or smooth.[133] The skull, body, and limb proportions vary significantly between breeds, with dogs displaying more phenotypic diversity than can be found within the entire order of carnivores. Some breeds demonstrate outstanding skills in herding, retrieving, scent detection, and guarding, which demonstrates the functional and behavioral diversity of dogs. The first dogs were domesticated from shared ancestors of modern wolves, however the phenotypic changes that coincided with the dog–wolf genetic divergence are not known.[27]
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Domestic dogs inherited complex behaviors, such as bite inhibition, from their wolf ancestors, which would have been pack hunters with complex body language. These sophisticated forms of social cognition and communication may account for their trainability, playfulness, and ability to fit into human households and social situations, and these attributes have given dogs a relationship with humans that has enabled them to become one of the most successful species on the planet today.[134]:pages95–136
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The dogs' value to early human hunter-gatherers led to them quickly becoming ubiquitous across world cultures. Dogs perform many roles for people, such as hunting, herding, pulling loads, protection, assisting police and military, companionship, and, more recently, aiding handicapped individuals. This influence on human society has given them the nickname "man's best friend" in the Western world. In some cultures, however, dogs are also a source of meat.[135][136]
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Wolves, and their dog descendants, likely derived significant benefits from living in human camps – more safety, more reliable food, lesser caloric needs, and more chance to breed.[137] They would have benefited from humans' upright gait that gives them larger range over which to see potential predators and prey, as well as better color vision that, at least by day, gives humans better visual discrimination.[137] Camp dogs would also have benefited from human tool use, as in bringing down larger prey and controlling fire for a range of purposes.[137]
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Humans would also have derived enormous benefit from the dogs associated with their camps.[138] For instance, dogs would have improved sanitation by cleaning up food scraps.[138] Dogs may have provided warmth, as referred to in the Australian Aboriginal expression "three dog night" (an exceptionally cold night), and they would have alerted the camp to the presence of predators or strangers, using their acute hearing to provide an early warning.[138]
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It has been suggested that the most significant benefit would have been the use of dogs' robust sense of smell to assist with the hunt.[138] The relationship between the presence of a dog and success in the hunt is often mentioned as a primary reason for the domestication of the wolf, and a 2004 study of hunter groups with and without a dog gives quantitative support to the hypothesis that the benefits of cooperative hunting was an important factor in wolf domestication.[139]
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The cohabitation of dogs and humans likely improved the chances of survival for early human groups, and the domestication of dogs may have been one of the key forces that led to human success.[140]
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Human emigrants from Siberia that came across the Bering land bridge into North America likely had dogs in their company. Although one writer[141] even suggests that the use of sled dogs may have been critical to the success of the waves that entered North America roughly 12,000 years ago,[141] the earliest archaeological evidence of dog-like canids in North America dates from about 9,400 years ago.[134]:104[142] Dogs were an important part of life for the Athabascan population in North America, and were their only domesticated animal. Dogs as pack animals may have contributed to the migration of the Apache and Navajo tribes 1,400 years ago. This use of dogs in these cultures often persisted after the introduction of the horse to North America.[143]
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It is estimated that three-quarters of the world's dog population lives in the developing world as feral, village, or community dogs, with pet dogs uncommon.[51]
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"The most widespread form of interspecies bonding occurs between humans and dogs"[138] and the keeping of dogs as companions, particularly by elites, has a long history[144] (see the Bonn–Oberkassel dog). Pet-dog populations grew significantly after World War II as suburbanization increased.[144] In the 1950s and 1960s, dogs were kept outside more often than they tend to be today[145] (the expression "in the doghouse" - recorded since 1932[146] - to describe exclusion from the group implies distance between the doghouse and the home) and were still primarily functional, acting as a guard, children's playmate, or walking companion. From the 1980s there have been changes in the role of the pet dog, such as the increased role of dogs in the emotional support of their human guardians.[147] People and their dogs have become increasingly integrated and implicated in each other's lives,[148] to the point where pet dogs actively shape the way a family and home are experienced.[149]
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There have been two major trends occurring within the second half of the 20th century in the changing status of pet dogs. The first has been the "commodification" of the dog, shaping it to conform to human expectations of personality and behaviour.[149] The second has been the broadening of the concept of the family and the home to include dogs-as-dogs within everyday routines and practices.[149]
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A vast range of commodity forms aim to transform a pet dog into an ideal companion.[150] The list of goods, services and places available is enormous: from dog perfumes, couture, furniture and housing, to dog groomers, therapists, trainers and caretakers, dog cafes, spas, parks and beaches, and dog hotels, airlines and cemeteries.[150] While dog training as an organized activity has operated since the 18th century, in the last decades of the 20th century it became a high-profile issue as many normal dog behaviors such as barking, jumping up, digging, rolling in dung, fighting, and urine marking (which dogs do to establish territory through scent), became increasingly incompatible with the new role of a pet dog.[151] Dog training books, classes and television programs proliferated as the process of commodifying the pet dog continued.[152]
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The majority of contemporary dog-owners describe their pet as part of the family,[149] although some ambivalence about the relationship is evident in the popular reconceptualization of the dog–human family as a pack.[149] Some dog-trainers, such as on the television program Dog Whisperer, have promoted a dominance-model of dog–human relationships. However it has been disputed that "trying to achieve status" is characteristic of dog–human interactions.[153] Pet dogs play an active role in family life; for example, a study of conversations in dog–human families showed how family members use the dog as a resource, talking to the dog, or talking through the dog, to mediate their interactions with each other.[154]
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Increasingly, human family-members engage in activities centered on the perceived needs and interests of the dog, or in which the dog is an integral partner, such as dog dancing and dog yoga.[150]
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According to statistics published by the American Pet Products Manufacturers Association in the National Pet Owner Survey in 2009–2010, an estimated 77.5 million people in the United States have pet dogs.[155] The same source shows that nearly 40% of American households own at least one dog, of which 67% own just one dog, 25% two dogs and nearly 9% more than two dogs. There does not seem to be any gender preference among dogs as pets, as the statistical data reveal an equal number of female and male dog pets. Although several programs promote pet adoption, less than a fifth of the owned dogs come from a shelter.
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Some research suggests that a pet dog produces a considerable carbon footprint.[156][157]
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A study using magnetic resonance imaging (MRI) to compare humans and dogs showed that dogs have the same response to voices and use the same parts of the brain as humans do. This gives dogs the ability to recognize emotional human sounds, making them friendly social pets to humans.[158]
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Dogs have lived and worked with humans in many roles. In addition to dogs' role as companion animals, dogs have been bred for herding livestock (collies, sheepdogs),[159][17] hunting (hounds, pointers),[44] and rodent control (terriers).[17] Other types of working dogs include search and rescue dogs,[160] detection dogs trained to detect illicit drugs[161] or chemical weapons;[162] guard dogs; dogs who assist fishermen with the use of nets; and dogs that pull loads.[17] In 1957, the dog Laika became the first animal to be launched into Earth orbit, aboard the Soviets' Sputnik 2; she died during the flight.[163][164]
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Various kinds of service dogs and assistance dogs, including guide dogs, hearing dogs, mobility assistance dogs, and psychiatric service dogs provide assistance to individuals with disabilities.[165][166] Some dogs owned by epileptics have been shown to alert their handler when the handler shows signs of an impending seizure, sometimes well in advance of onset, allowing the guardian to seek safety, medication, or medical care.[167]
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People often enter their dogs in competitions[168] such as breed-conformation shows or sports, including racing, sledding and agility competitions.
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In conformation shows, also referred to as breed shows, a judge familiar with the specific dog breed evaluates individual purebred dogs for conformity with their established breed type as described in the breed standard. As the breed standard only deals with the externally observable qualities of the dog (such as appearance, movement, and temperament), separately tested qualities (such as ability or health) are not part of the judging in conformation shows.
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Dog meat is consumed in some East Asian countries, including Korea, China[135] and Vietnam,[136] a practice that dates back to antiquity.[169] It is estimated that 13–16 million dogs are killed and consumed in Asia every year.[170] In China, debates have ensued over banning the consumption of dog meat.[171] Following the Sui and Tang dynasties of the first millennium, however, people living on the plains of northern China began to eschew eating dogs. This is likely due to the spread of Buddhism and Islam, two religions that forbade the consumption of certain animals, including dogs. As members of the upper classes shunned dog meat, it gradually became a social taboo to eat it, despite the fact that the general population continued to consume it for centuries afterward.[172] Other cultures, such as Polynesia and pre-Columbian Mexico, also consumed dog meat in their history. However, Western, South Asian, African, and Middle Eastern cultures, in general, regard consumption of dog meat as taboo. In some places, however, such as in rural areas of Poland, dog fat is believed to have medicinal properties – being good for the lungs for instance.[173] Dog meat is also consumed in some parts of Switzerland.[174] Proponents of eating dog meat have argued that placing a distinction between livestock and dogs is western hypocrisy, and that there is no difference with eating the meat of different animals.[175][176][177][178]
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In Korea, the primary dog breed raised for meat, the nureongi (누렁이), differs from those breeds raised for pets that Koreans may keep in their homes.[179]
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The most popular Korean dog dish is gaejang-guk (also called bosintang), a spicy stew meant to balance the body's heat during the summer months. Followers of the custom claim this is done to ensure good health by balancing one's gi, or vital energy of the body. A 19th century version of gaejang-guk explains that the dish is prepared by boiling dog meat with scallions and chili powder. Variations of the dish contain chicken and bamboo shoots. While the dishes are still popular in Korea with a segment of the population, dog is not as widely consumed as beef, chicken, and pork.[179]
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In 2005, the WHO reported that 55,000 people died in Asia and Africa from rabies, a disease for which dogs are the most important vector.[180]
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Citing a 2008 study, the U.S. Center for Disease Control estimated in 2015 that 4.5 million people in the USA are bitten by dogs each year.[181] A 2015 study estimated that 1.8% of the U.S. population is bitten each year.[182] In the 1980s and 1990s the US averaged 17 fatalities per year, while since 2007 this has increased to an average of 31.[183] 77% of dog bites are from the pet of family or friends, and 50% of attacks occur on the property of the dog's legal owner.[183]
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A Colorado study found bites in children were less severe than bites in adults.[184] The incidence of dog bites in the US is 12.9 per 10,000 inhabitants, but for boys aged 5 to 9, the incidence rate is 60.7 per 10,000. Moreover, children have a much higher chance to be bitten in the face or neck.[185] Sharp claws with powerful muscles behind them can lacerate flesh in a scratch that can lead to serious infections.[186]
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In the UK between 2003 and 2004, there were 5,868 dog attacks on humans, resulting in 5,770 working days lost in sick leave.[187]
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In the United States, cats and dogs are a factor in more than 86,000 falls each year.[188] It has been estimated around 2% of dog-related injuries treated in UK hospitals are domestic accidents. The same study found that while dog involvement in road traffic accidents was difficult to quantify, dog-associated road accidents involving injury more commonly involved two-wheeled vehicles.[189]
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Toxocara canis (dog roundworm) eggs in dog feces can cause toxocariasis. In the United States, about 10,000 cases of Toxocara infection are reported in humans each year, and almost 14% of the U.S. population is infected.[190] In Great Britain, 24% of soil samples taken from public parks contained T. canis eggs.[191][failed verification] Untreated toxocariasis can cause retinal damage and decreased vision.[191] Dog feces can also contain hookworms that cause cutaneous larva migrans in humans.[192][193][194][195]
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Dogs suffer from the same common disorders as humans, these includes cancer, diabetes, heart disease, and neurologic disorders. The pathology is similar to humans, as is their response to treatment and their final outcomes. Researchers are now identifying the genes associated with dog diseases that are similar to human disorders but which lack mouse models in order to find treatments for both dogs and humans. The genes which are involved in canine obsessive compulsive disorders led to the detection of four genes in related pathways in humans.[196]
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The scientific evidence is mixed as to whether companionship of a dog can enhance human physical health and psychological wellbeing.[197] Studies suggesting that there are benefits to physical health and psychological wellbeing[198] have been criticised for being poorly controlled,[199] and finding that "the health of elderly people is related to their health habits and social supports but not to their ownership of, or attachment to, a companion animal." Earlier studies have shown that people who keep pet dogs or cats exhibit better mental and physical health than those who do not, making fewer visits to the doctor and being less likely to be on medication than non-guardians.[200]
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A 2005 paper states "recent research has failed to support earlier findings that pet ownership is associated with a reduced risk of cardiovascular disease, a reduced use of general practitioner services, or any psychological or physical benefits on health for community dwelling older people. Research has, however, pointed to significantly less absenteeism from school through sickness among children who live with pets."[197] In one study, new guardians reported a highly significant reduction in minor health problems during the first month following pet acquisition, and this effect was sustained in those with dogs through to the end of the study.[201]
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In addition, people with pet dogs took considerably more physical exercise than those with cats and those without pets. The results provide evidence that keeping pets may have positive effects on human health and behaviour, and that for guardians of dogs these effects are relatively long-term.[201] Pet guardianship has also been associated with increased coronary artery disease survival, with human guardians being significantly less likely to die within one year of an acute myocardial infarction than those who did not own dogs.[202]
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The health benefits of dogs can result from contact with dogs in general, and not solely from having dogs as pets. For example, when in the presence of a pet dog, people show reductions in cardiovascular, behavioral, and psychological indicators of anxiety.[203] Other health benefits are gained from exposure to immune-stimulating microorganisms, which, according to the hygiene hypothesis, can protect against allergies and autoimmune diseases. The benefits of contact with a dog also include social support, as dogs are able to not only provide companionship and social support themselves, but also to act as facilitators of social interactions between humans.[204] One study indicated that wheelchair users experience more positive social interactions with strangers when they are accompanied by a dog than when they are not.[205] In 2015, a study found that pet owners were significantly more likely to get to know people in their neighborhood than non-pet owners.[206]
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The practice of using dogs and other animals as a part of therapy dates back to the late 18th century, when animals were introduced into mental institutions to help socialize patients with mental disorders.[207] Animal-assisted intervention research has shown that animal-assisted therapy with a dog can increase social behaviors, such as smiling and laughing, among people with Alzheimer's disease.[208] One study demonstrated that children with ADHD and conduct disorders who participated in an education program with dogs and other animals showed increased attendance, increased knowledge and skill objectives, and decreased antisocial and violent behavior compared with those who were not in an animal-assisted program.[209]
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Every year, between 6 and 8 million dogs and cats enter US animal shelters.[210] The Humane Society of the United States (HSUS) estimates that approximately 3 to 4 million of those dogs and cats are euthanized yearly in the United States.[211] However, the percentage of dogs in US animal shelters that are eventually adopted and removed from the shelters by their new legal owners has increased since the mid-1990s from around 25% to a 2012 average of 40% among reporting shelters[212] (with many shelters reporting 60–75%).[213]
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In China, Korea, and Japan, dogs are viewed as kind protectors.[214]
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In ancient Mesopotamia, from the Old Babylonian period until the Neo-Babylonian, dogs were the symbol of Ninisina, the goddess of healing and medicine,[215] and her worshippers frequently dedicated small models of seated dogs to her.[215] In the Neo-Assyrian and Neo-Babylonian periods, dogs were used as emblems of magical protection.[215]
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In mythology, dogs often serve as pets or as watchdogs.[214] Stories of dogs guarding the gates of the underworld recur throughout Indo-European mythologies[216][217] and may originate from Proto-Indo-European religion.[216][217] In Greek mythology, Cerberus is a three-headed watchdog who guards the gates of Hades.[214] In Norse mythology, a bloody, four-eyed dog called Garmr guards Helheim.[214] In Persian mythology, two four-eyed dogs guard the Chinvat Bridge.[214] In Welsh mythology, Annwn is guarded by Cŵn Annwn.[214] In Hindu mythology, Yama, the god of death, owns two watch dogs who have four eyes. They are said to watch over the gates of Naraka.[218]
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The hunter god Muthappan from North Malabar region of Kerala has a hunting dog as his mount. Dogs are found in and out of the Muthappan Temple and offerings at the shrine take the form of bronze dog figurines.[219] In Philippine mythology, Kimat who is the pet of Tadaklan, god of thunder, is responsible for lightning.
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The role of the dog in Chinese mythology includes a position as one of the twelve animals which cyclically represent years (the zodiacal dog). Three of the 88 constellations in western astronomy also represent dogs: Canis Major (the Great Dog, whose brightest star, Sirius, is also called the Dog Star), Canis Minor (the Little Dog), and Canes Venatici (the Hunting Dogs).
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In Christianity, dogs represent faithfulness.[214] Within the Roman Catholic denomination specifically, the iconography of Saint Dominic includes a dog, after the hallow's mother dreamt of a dog springing from her womb and becoming pregnant shortly thereafter.[220] As such, the Dominican Order (Ecclesiastical Latin: Dominicanus) means "dogs of the Lord" or "hounds of the Lord" (Ecclesiastical Latin: domini canis).[220] In Christian folklore, a church grim often takes the form of a black dog to guard Christian churches and their churchyards from sacrilege.[221]
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Jewish law does not prohibit keeping dogs and other pets.[222] Jewish law requires Jews to feed dogs (and other animals that they own) before themselves, and make arrangements for feeding them before obtaining them.[222]
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The view on dogs in Islam is mixed, with some schools of thought viewing it as unclean,[214] although Khaled Abou El Fadl states that this view is based on "pre-Islamic Arab mythology" and "a tradition to be falsely attributed to the Prophet".[223] Therefore, Sunni Malaki and Hanafi jurists permit the trade of and keeping of dogs as pets.[224]
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In Homer's epic poem the Odyssey, when the disguised Odysseus returns home after 20 years he is recognized only by his faithful dog, Argos, who has been waiting for his return.
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Cultural depictions of dogs in art extend back thousands of years to when dogs were portrayed on the walls of caves. Representations of dogs became more elaborate as individual breeds evolved and the relationships between human and canine developed. Hunting scenes were popular in the Middle Ages and the Renaissance. Dogs were depicted to symbolize guidance, protection, loyalty, fidelity, faithfulness, watchfulness, and love.[225]
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The American Kennel Club reopened a museum called "Museum of the Dog" in Manhattan after moving the attraction from outside of St. Louis.[226] The museum contains ancient artifacts, fine art, and educational opportunities for visitors.[226]
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