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Nancy_Farmer | https://en.wikipedia.org/wiki/Nancy_Farmer | [
815
] | [
"https://en.wikipedia.org/wiki/Nancy_Farmer#Bibliography"
] | Nancy Farmer (born 1941) is an American writer of children's and young adult books and science fiction. She has written three Newbery Honor books and won the U.S. National Book Award for Young People's Literature for The House of the Scorpion, published by Atheneum Books for Young Readers in 2002.
Biography
Farmer was born in Phoenix, Arizona. She earned her B.A. at Reed College (1963) and later studied chemistry and entomology at the University of California, Berkeley. She enlisted in the Peace Corps (1963–1965), and subsequently worked in Mozambique and Rhodesia (present-day Zimbabwe), where she studied biological methods of controlling the tsetse fly between 1975 and 1978.
She met her future husband, Harold Farmer, at the University of Rhodesia (now the University of Zimbabwe). They married after a week-long courtship. As of 2010, Farmer lives in Arizona's Chiricahua Mountains with her husband. They have one son, Daniel.
Bibliography
Novels
Lorelei: The Story of a Bad Cat (Harare, Zimbabwe: College Press, 1987)
The Eye, the Ear, and the Arm (College Press, 1989)
Tapiwa's Uncle (College Press, 1993)
Do You Know Me, illustrated by Shelley Jackson (Orchard Books, 1993)
The Ear, the Eye and the Arm (Orchard, 1994)
The Warm Place (Orchard, 1995)
A Girl Named Disaster (Orchard, 1996)
The House of the Scorpion (Atheneum Books, 2002)
A New Year's Tale (2013) – paperback and e-book for adults
The Lord of Opium (2013) – sequel to The House of the Scorpion
The Sea of Trolls trilogy
The Sea of Trolls (Atheneum, 2004)
The Land of the Silver Apples (Atheneum, 2007)
The Islands of the Blessed (Atheneum, 2009)
Picture books
Runnery Granary, illus. Jos. A. Smith (Greenwillow Books, 1996) – A Mystery Must Be Solved—Or the Grain is Lost!
Casey Jones's Fireman: The Story of Sim Webb, illus. James Bernardin (New York: Phyllis Fogelman Books, 1999)
Clever Ali, illus. Gail De Marcken (Orchard, 2006)
Short stories
"The Mirror", L. Ron Hubbard Presents Writers of the Future, Volume IV (1988), pp. 35–65 – collection of twelve 1987 finalists; "The Mirror" won the grand prize
"Tapiwa's Uncle", Cricket (February 1992)
"Origami Mountain", The Year's Best Fantasy and Horror: Sixth Annual Collection (1992)
"Falada: the Goose Girl's Horse", A Wolf At the Door, eds. Ellen Datlow and Terri Windling (2000)
"Remember Me", Firebirds: An Anthology of Original Fantasy and Science Fiction, ed. Sharyn November (2003)
"Bella's Birthday Present", Can You Keep a Secret, ed. Lois Metzger (2007)
"The Mole Cure", Fantasy and Science Fiction (August 2007)
"Ticket to Ride", Firebirds Soaring: An Anthology of Original Speculative Fiction, ed. Sharyn November (2008)
"Castle Othello", Troll's Eye View, eds. Ellen Datlow and Terri Windling (2009)
Awards
"The Mirror" (1987)
1988, Writers of the Future Grand Prize
The Ear, the Eye and the Arm (1994)
1995 Newbery Honor Book (a Newbery Medal runner-up)
1995, Hal Clement Award (Golden Duck Award, Young Adult)
A Girl Named Disaster (1996)
1996, National Book Award (U.S.) finalist, Young People's Literature
1997, Newbery Honor
The House of the Scorpion (2002)
2002, National Book Award for Young People's Literature
2003, Newbery Honor
2003, Buxtehuder Bulle (Germany)
2003, Printz Honor
The Land of the Silver Apples (2007)
2007, Emperor Norton Award ("extraordinary invention and creativity unhindered by the constraints of paltry reason")
See also
References
Farmer. Nancy Farmer's official home page (nancyfarmerwebsite.com). 2008–present. Retrieved 2013-11-23.
External links
Official website
Excerpts from a Locus magazine interview with Nancy Farmer
Nancy Farmer at the Internet Speculative Fiction Database
Nancy Farmer at LibraryThing |
Mary_Gaulden_Jagger | https://en.wikipedia.org/wiki/Mary_Gaulden_Jagger | [
816
] | [
"https://en.wikipedia.org/wiki/Mary_Gaulden_Jagger"
] | Mary Esther Gaulden Jagger (April 30, 1921 – September 1, 2007), known professionally as Mary Esther Gaulden, was an American radiation geneticist, professor of radiology and political activist who authored some 60 scientific publications.
Early life
Mary Esther Gaulden was the daughter of Daniel Harley Gaulden, Sr. and Virginia Carson Gaulden. She earned a Bachelor of Science degree from Winthrop College, where she double-majored in music and biology, and later earned her doctorate in biology at the University of Virginia.
Oak Ridge
In 1949, she began working as a senior radiation biologist in the Biology Division of the Oak Ridge National Laboratory in Oak Ridge, Tennessee under Alexander Hollaender. There, in 1956, she met biophysicist John Jagger, whom she married 19 October 1956. While working in Oak Ridge, Gaulden Jagger became locally famous as the person who "threw the rascals out" of the Anderson County Election Commission, and was also active in the county's desegregation movement, participating in drugstore and restaurant sit-ins alongside her husband. Gaulden was a founding member of the Radiation Research Society and the Environmental Mutagen Society and was president of the Association of Southeastern Biologists in 1959.
UT Southwestern Medical Center
In the mid-1960s, the couple and their two young children relocated to Dallas, Texas. Gaulden took a position as a professor of radiology at the UT Southwestern Medical Center, where she retired in 1992. In 1966 she was a co-founder of the National Organization for Women.
Gaulden served on the Committee on Toxicology of the U.S. National Research Council from 1989 to 1999, studying (among other things) the environment on the International Space Station.
Awards
She was given a plaque by the alumni of the Dept. of Radiology, Southwestern Medical School, for the years 1967-1977.
In 1982 she was given the Academia Award as the Best Lecturer in Genetics by the Freshman Medical School Class.
In the nonscientific arena, she also distinguished herself. In Oak Ridge, she became locally famous as the person who "threw the rascals out" of the Anderson County Election Commission, and was also active in the desegregation movement in that county. In recognition of these activities, the Oak Ridge legal community gave her the Liberty Bell Award for 1963.
In 1983, she was given the Maura McNiel Award (Women Helping Women) by the Women's Center of Dallas.
== References == |
Oak_Ridge_National_Laboratory | https://en.wikipedia.org/wiki/Oak_Ridge_National_Laboratory | [
816
] | [
"https://en.wikipedia.org/wiki/Oak_Ridge_National_Laboratory"
] | Oak Ridge National Laboratory (ORNL) is a federally funded research and development center in Oak Ridge, Tennessee, United States. Founded in 1943, the laboratory is now sponsored by the United States Department of Energy and administered by UT–Battelle, LLC.
Established in 1943, ORNL is the largest science and energy national laboratory in the Department of Energy system by size and third largest by annual budget. It is located in the Roane County section of Oak Ridge. Its scientific programs focus on materials, nuclear science, neutron science, energy, high-performance computing, environmental science, systems biology and national security, sometimes in partnership with the state of Tennessee, universities and other industries.
ORNL has several of the world's top supercomputers, including Frontier, ranked by the TOP500 as the world's most powerful. The lab is a leading neutron and nuclear power research facility that includes the Spallation Neutron Source, the High Flux Isotope Reactor, and the Center for Nanophase Materials Sciences.
Overview
Oak Ridge National Laboratory is managed by UT–Battelle, a limited liability partnership between the University of Tennessee and the Battelle Memorial Institute, formed in 2000 for that purpose. The annual budget is US$2.4 billion. As of 2021 there is a staff of 5,700 working at ORNL, around 2,000 of whom are scientists and engineers, and an additional 3,200 guest researchers annually.
There are five campuses on the Department of Energy's Oak Ridge reservation: the National Laboratory, the Y-12 National Security Complex, the East Tennessee Technology Park (formerly the Oak Ridge Gaseous Diffusion Plant), the Oak Ridge Institute for Science and Education, and the developing Oak Ridge Science and Technology Park, although the four other facilities are unrelated to the National Laboratory. The total area of the reservation is 150 square kilometres (58 sq mi) of which the lab takes up 18 square kilometres (7 sq mi).
History
In 1934 the Freel Farm Mound Site, an archaeological site and burial mound of the Late Woodland period was excavated. The site is currently inundated by Melton Hill Lake.
The city of Oak Ridge was established by the Army Corps of Engineers as part of the Clinton Engineer Works in 1942 on isolated farm land as part of the Manhattan Project. During World War II, advanced research for the government was managed at the site by the University of Chicago's Metallurgical Laboratory. In 1943, construction of the Clinton Laboratories, what would later be known as the Oak Ridge National Laboratory, was completed. The site was chosen for the X-10 Graphite Reactor, used to produce plutonium from natural uranium. Enrico Fermi and his colleagues developed the world's second self-sustaining nuclear reactor after Fermi's previous experiment, the Chicago Pile-1. The X-10 was the first reactor designed for continuous operation.
After the end of World War II, management of the lab was contracted by the US government to Monsanto; however, they withdrew in 1947. The University of Chicago temporarily re-assumed responsibility, with the site receiving the prestigious "National" laboratory designation, until in December 1947, when Union Carbide and Carbon Co., which already operated two other facilities at Oak Ridge, took control of the laboratory and renamed the site Oak Ridge National Laboratory (ORNL).
Post-war, the demand for military science had fallen dramatically, and the future of the lab was uncertain. The X-10 reactor and the laboratory's 1,000 employees were no longer involved in nuclear weapons. Instead, it was used for scientific research. In 1946 the first medical isotopes were produced in the X-10 reactor, and by 1950 almost 20,000 samples had been shipped to various hospitals. The quantity and variety of radionuclides produced by X-10 for medicine grew steadily in the 1950s. ORNL was the only Western source of californium-252. ORNL scientists also performed the world's first successful bone marrow transplant in mice by suppressing their immune systems.
In 1950 the Oak Ridge School of Reactor Technology was established with two courses in reactor operation and safety; almost 1,000 students graduated. Much of the research performed at ORNL in the 1950s was related to nuclear reactors as a form of energy production, both for propulsion and electricity. More reactors were built in the 1950s than in the rest of the ORNL's history combined. One of their most influential projects was the light-water reactor, a precursor to many modern nuclear power stations. The US Military funded much of its development, for nuclear-powered submarines and ships of the US Navy. The US Army also contracted the design of portable nuclear reactors in 1953 for heat and electricity generation in remote military bases. The reactors were produced by the American Locomotive Company and used in Greenland, the Panama Canal Zone, and Antarctica. The US Air Force also contributed funding to three reactors, the lab's first computers, and its first particle accelerators. ORNL built its first molten salt reactor in 1954 as a proof-of-concept for a proposed fleet of long-range bombers, but it was never used.Alvin M. Weinberg was named Director of Research, ORNL, and in 1955 Director of the Laboratory. In the early 1960s there was a large push at ORNL to develop nuclear-powered desalination plants, where deserts met the sea, to provide water. The project, called Water for Peace, was backed by John F. Kennedy and Lyndon B. Johnson and was presented at a 1964 United Nations conference, but increases in the cost of construction and falling public confidence in nuclear power caused the plan to be shuttered. The Health Physics Research Reactor built in 1962 was used for radiation exposure experiments leading to more accurate dosage limits and dosimeters, and improved radiation shielding.
In 1964 the Molten-Salt Reactor Experiment began with the construction of the reactor. It operated from 1966 until 1969 (with six months down time to move from U-235 to U-233 fuel) and proved the viability of molten salt reactors, while also producing fuel for other reactors as a byproduct of its own reaction. The High Flux Isotope Reactor built in 1965 had the highest neutron flux of any reactor at the time. It improved upon the work of the X-10 reactor, producing more medical isotopes as well as allowing higher fidelity of materials research. Researchers in the biology division studied the effects of chemicals on mice, including petrol fumes, pesticides, and tobacco.
In the late 1960s, cuts in funding led to the cancellation of plans for another particle accelerator, and the United States Atomic Energy Commission cut the breeder reactor program by two-thirds, leading to a downsizing in staff from 5,000 to 3,800. In the 1970s, the prospect of fusion power was strongly considered, sparking research at ORNL. A tokamak called ORMAK, made operational in 1971, was the first tokamak to achieve a plasma temperature of 20 million Kelvin. After the success of the fusion experiments, it was enlarged and renamed ORMAK II in 1973; however, the experiments ultimately failed to lead to fusion power plants.
The US Atomic Energy Commission (AEC) required improved safety standards in the early 1970s for nuclear reactors, so ORNL staff wrote almost 100 requirements covering many factors including fuel transport and earthquake resistance. In 1972 the AEC held a series of public hearings where emergency cooling requirements were highlighted and the safety requirements became more stringent. Also in 1972, Peter Mazur, a biologist at ORNL, froze with liquid nitrogen, thawed and implanted mouse embryos in a surrogate mother. The mouse pups were born healthy. The technique is popular in the livestock industry, as it allows the embryos of valuable cattle to be transported easily and a prize cow can have multiple eggs extracted and thus, through in vitro fertilisation, have many more offspring than would naturally be possible.
In 1974 Alvin Weinberg, director of the lab for 19 years, was replaced by Herman Postma, a fusion scientist. In 1977 construction began for 6 metre (20 foot) superconducting electromagnets, intended to control fusion reactions. The project was an international effort: three electromagnets were produced in the US, one in Japan, one in Switzerland and the final by remaining European states. ORNL was involved in analysing the damage to the core of the Three Mile Island Nuclear Generating Station after the accident in 1979.
The 1980s brought more changes to ORNL: a focus on efficiency became paramount. An accelerated climate simulation chamber was built that applied varying weather conditions to insulation to test its efficacy and durability faster than real time. Materials research into heat resistant ceramics for use in truck and high-tech car engines was performed, building upon the materials research that began in the nuclear reactors of the 1950s. In 1987 the High Temperature Materials Laboratory was established, where ORNL and industry researchers cooperated on ceramic and alloy projects. The materials research budget at ORNL doubled after initial uncertainty regarding Reagan's economic policy of less government expenditure. In 1981, the Holifield Heavy Ion Research Facility, a 25 MV particle accelerator, was opened at ORNL. At the time, Holifield had the widest range of ion species and was twice as powerful as other accelerators, attracting hundreds of guest researchers each year.
The Department of Energy was concerned with the pollution surrounding ORNL, and it began clean-up efforts. Burial trenches and leaking pipes had contaminated the groundwater beneath the lab, and radiation tanks were sitting idle, full of waste. Estimates of the total cost of clean-up were into the hundreds of millions of US dollars. The five older reactors were subjected to safety reviews in 1987, ordered to be deactivated until the reviews were complete. By 1989 when the High Flux Isotope Reactor was restarted, the US supply of certain medical isotopes was depleted. In 1989 the former executive officer of the American Association for the Advancement of Science, Alvin Trivelpiece, became director of ORNL; he remained in the role until 2000.
In 1992 whistleblower Charles Varnadore filed complaints against ORNL, alleging safety violations and retaliation by his superiors. While an administrative law judge ruled in Varnadore's favor, Secretary of Labor Robert Reich overturned that ruling. However, Varnadore's case saw prime contractor Martin Marietta cited for safety violations and ultimately led to additional whistleblower protection within DOE.
In January 2019 ORNL announced a major breakthrough in its capacity to automate Pu-238 production which helped push annual production from 50 grams to 400 grams, moving closer to NASA's goal of 1.5 kilograms per year by 2025 in order to sustain its space exploration programs.
Areas of research
ORNL conducts research and development activities that span a wide range of scientific disciplines. Many research areas have a significant overlap with each other; researchers often work in two or more of the fields listed here. The laboratory's major research areas are described briefly below.
Chemical sciences: ORNL conducts both fundamental and applied research in numerous areas, including catalysis, surface science and interfacial chemistry; molecular transformations and fuel chemistry; heavy element chemistry and radioactive materials characterization; aqueous solution chemistry and geochemistry; mass spectrometry and laser spectroscopy; separations chemistry; materials chemistry including synthesis and characterization of polymers and other soft materials; chemical biosciences; and neutron science.
Electron microscopy: the program investigates key issues in condensed matter, materials, chemical and nanosciences.
Nuclear medicine: research is focused on the development of improved reactor production and processing methods to provide medical radioisotopes, the development of new radionuclide generator systems, the design and evaluation of new radiopharmaceuticals for applications in nuclear medicine, and oncology.
Physics: research is focused primarily on studies of the fundamental properties of matter at the atomic, nuclear, and subnuclear levels and the development of experimental devices in support of these studies.
Population: ORNL provides federal, state and international organizations with a gridded population database, called Landscan, for estimating ambient population. LandScan is a raster image, or grid, of population counts, which provides human population estimates every 30 x 30 arc seconds, which translates roughly to population estimates for 1 kilometer square windows or grid cells at the Equator, with cell width decreasing at higher latitudes. Though many population datasets exist, LandScan is the best spatial population dataset, updated annually. Landscan data are accessible through GIS applications and a USAID public domain application called Population Explorer.
Energy
The laboratory has a long history of energy research; nuclear reactor experiments have been conducted since the end of World War II in 1945. Because of the availability of reactors and high-performance computing resources, an emphasis on improving the efficiency of nuclear reactors is present. The programs develop more efficient materials, more accurate simulations of aging reactor cores, sensors and controls as well as safety procedures for regulatory authorities.
The Energy Efficiency and Electricity Technologies Program aims to improve air quality in the US and reduce dependence on foreign oil supplies. There are three key areas of research: electricity, manufacturing and mobility. The electricity division focuses on reducing electricity consumption and finding alternative sources for production. Buildings, which account for 39% of US electricity consumption as of 2012, are a key area of research as the program aims to create affordable, carbon-neutral homes. Research also takes place into higher efficiency solar panels, geothermal electricity and heating, lower cost wind generators, and the economic and environmental feasibility of potential hydro power plants.
The Fusion Energy Division pursues short-term goals to develop components such as high-temperature superconductors, high-speed hydrogen pellet injectors, and suitable materials for future fusion research. Much research into the behaviour and maintenance of plasma takes place at the Fusion Energy Division to further the understanding of plasma physics, a crucial area for developing a fusion power plant. The US ITER office is at ORNL with partners at Princeton Plasma Physics Laboratory and Savannah River National Laboratory. The US contribution to the ITER project is 9.1% which is expected to be in excess of US$1.6 billion throughout the contract. ORNL researchers participated in developing of an extensive research plan for the US-ITER collaboration detailed in 2022.
Biology
Biological research covers ecology, forestry, genomics, computational biology, structural biology and bioinformatics. The BioEnergy Program aims to improve the efficiency of all stages of the biofuel process to improve the energy security of the United States. The program aims to make genetic improvements to the potential biomass used, formulate methods for refineries that can accept a diverse range of fuels, and to improve the efficiency of energy delivery both to power plants and end users.
The Center for Molecular Biophysics conducts research into the behaviour of biological molecules in various conditions. The center hosts projects that examine cell walls for biofuel production, use neutron scattering to analyse protein folding, and simulate the effect of catalysis on a conventional and quantum scale. ORNL is home to a field site for the National Ecological Observatory Network (NEON), which has a field office nearby. The Department of Energy works closely with the Tennessee Wildlife Resources Agency out of ORNL to monitor forest ecology for the surrounding Appalachians & Cumberland Plateau Domain of NEON.
Neutron science
There are two neutron sources at ORNL; the High Flux Isotope Reactor (HFIR) and the Spallation Neutron Source (SNS). HFIR provides neutrons in a stable beam resulting from a constant nuclear reaction whereas SNS, a particle accelerator, produces pulses of neutrons. HFIR went critical in 1965 and has been used for materials research and as a major source of medical radioisotopes since. As of 2013, HFIR provides the world's highest constant neutron flux as a result of various upgrades. Berkelium-249, used to synthesize tennessine for the first time, was produced in the HFIR as part of an international effort. HFIR is likely to operate until approximately 2060 before the reactor pressure vessel is considered unsafe for continued use.
The SNS has the highest intensity neutron pulses of any human-made neutron source. SNS was made operational in 2006 and has since been upgraded to 1 megawatt with plans to continue up to 3 MW. High-power neutron pulses permit clearer images of the targets, meaning smaller samples can be analysed and accurate results require fewer pulses.
Materials
Between 2002 and 2008 ORNL partnered with Caterpillar Inc. to form a new material for their diesel engines that can withstand large temperature fluctuations. The new steel, named CF8C Plus, is based on conventional CF8C stainless steel with added manganese and nitrogen; the result has better high–temperature properties and is easier to cast at a similar cost. In 2003 the partners received an R&D 100 award from R&D magazine and in 2009 received an award for "excellence in technology transfer" from the Federal Laboratory Consortium for the commercialisation of the steel.
There is a high-temperature materials lab at ORNL that permits researchers from universities, private companies and other government initiatives to use their facilities. As is the case for all designated user facilities, the resources of the High Temperature Materials Laboratory are available for free if the results are published; private research is permitted but requires payment.
The Center for Nanophase Materials Sciences (CNMS) researches the behaviour and fabrication of nanomaterials. The center emphasises discovery of new materials and the understanding of underlying physical and chemical interactions that enable creation of nanomaterials. In 2012, CNMS produced a lithium-sulfide battery with a theoretical energy density three to five times greater than existing lithium ion batteries.
Security
ORNL provides resources to the United States Department of Homeland Security and other defense programs. The Global Security and Nonproliferation (GS&N) program develops and implements policies, both US based and international, to prevent the proliferation of nuclear material. The program has developed safeguards for nuclear arsenals, guidelines for dismantling arsenals, plans of action should nuclear material fall into unauthorised hands, detection methods for stolen or missing nuclear material, and trade of nuclear material between the US and Russia. The GS&N's work overlaps with that of the Homeland Security Programs Office, providing detection of nuclear material and nonproliferation guidelines. Other areas concerning the Department Homeland Security include nuclear and radiological forensics, chemical and biological agent detection using mass spectrometry, and simulations of potential national hazards.
High-performance computing
ORNL has been the site of various supercomputers, home to the fastest on several occasions. In 1953, ORNL partnered with the Argonne National Laboratory to build ORACLE (Oak Ridge Automatic Computer and Logical Engine), a computer to research nuclear physics, chemistry, biology, and engineering. ORACLE had 2048 words (80 Kibit) of memory and took approximately 590 microseconds to perform addition or multiplication of integers. In the 1960s ORNL was equipped with an IBM 360/91 and an IBM 360/65. In 1995 ORNL bought an Intel Paragon based computer called the Intel Paragon XP/S 150 that performed at 154 gigaFLOPS and ranked third on the TOP500 list of supercomputers. In 2005 Jaguar was built, a Cray XT3-based system that performed at 25 teraFLOPS and received incremental upgrades up to the XT5 platform that performed at 2.3 petaFLOPS in 2009. It was recognised as the world's fastest from November 2009 until November 2010. Summit was built for Oak Ridge National Laboratory during 2018, which benchmarked at 122.3 petaFLOPS. As of June 2020, Summit was the world's second fastest [clocked] supercomputer with 202,752 CPU cores, 27,648 Nvidia Tesla GPUs, and 250 Petabytes of storage, having lost the top position to the Japanese Fugaku supercomputer. In May 2022, the ORNL Frontier system broke the exascale barrier, achieving 1.102 exaflop/s using 8,730,112 cores.
Since 1992 the Center for Computational Sciences has overseen high performance computing at ORNL. It manages the Oak Ridge Leadership Computing Facility that contains the machines. In 2012, Jaguar was upgraded to the XK7 platform, a fundamental change as GPUs are used for the majority of processing, and renamed Titan. Titan performed at 17.59 petaFLOPS and held the number 1 spot on the TOP500 list for November 2012. Other computers include a 77 node cluster to visualise data that the larger machines output in the Exploratory Visualization Environment for Research in Science and Technology (EVEREST), a visualisation room with a 10 by 3 metre (30 by 10 ft) wall that displays 35 megapixel projections. Smoky is an 80 node Linux cluster used for application development. Research projects are refined and tested on Smoky before running on larger machines such as Titan.
In 1989 programmers at the Oak Ridge National Lab wrote the first version of Parallel Virtual Machine (PVM), software that enables distributed computing on machines of differing specifications. PVM is free software and has become the de facto standard for distributed computing. Jack Dongarra of ORNL and the University of Tennessee wrote the LINPACK software library and LINPACK benchmarks, used to calculate linear algebra and the standard method of measuring floating point performance of a supercomputer as used by the TOP500 organisation.
Notable people
See also
American Museum of Science and Energy
Brookhaven National Laboratory
Center for Nanophase Materials Sciences
K-25 Gaseous Diffusion Plant
Los Alamos National Laboratory
National Transportation Research Center
Pacific Northwest National Laboratory
Sandia National Laboratory
Spallation Neutron Source
Thorium Energy Alliance
United States Department of Energy National Laboratories and Technology Centers
USS Oak Ridge, commissioned in 1944
Notes and references
Further reading
Lindsey A. Freeman (2015), Longing for the Bomb: Oak Ridge and Atomic Nostalgia. Chapel Hill, NC: University of North Carolina Press. ISBN 978-1-4696-2237-8.
External links
Official website
Technical reports issued by Oak Ridge National Laboratory digitized by Technical Report Archive & Image Library |
Frontier_(supercomputer) | https://en.wikipedia.org/wiki/Frontier_(supercomputer) | [
816
] | [
"https://en.wikipedia.org/wiki/Frontier_(supercomputer)"
] | Hewlett Packard Enterprise Frontier, or OLCF-5, is the world's first exascale supercomputer. It is hosted at the Oak Ridge Leadership Computing Facility (OLCF) in Tennessee, United States and became operational in 2022. As of December 2023, Frontier is the world's fastest supercomputer. It is based on the Cray EX and is the successor to Summit (OLCF-4). Frontier achieved an Rmax of 1.102 exaFLOPS, which is 1.102 quintillion floating-point operations per second, using AMD CPUs and GPUs.
Measured at 62.86 gigaflops/watt, the smaller Frontier TDS (test and development system) topped the Green500 list for most efficient supercomputer until it was dethroned in efficiency by the Flatiron Institute's Henri supercomputer in November 2022.
Design
Frontier uses 9,472 AMD Epyc 7713 "Trento" 64 core 2 GHz CPUs (606,208 cores) and 37,888 Instinct MI250X GPUs (8,335,360 cores). They can perform double-precision operations at the same speed as single precision.
"Trento" is an optimized third-generation EPYC CPU ("Milan"), which is based on the Zen 3 microarchitecture.
It occupies 74 19-inch (48 cm) rack cabinets. Each cabinet hosts 64 blades, each consisting of 2 nodes.
Blades are interconnected by HPE Slingshot 64-port switches that provides 12.8 terabits/second of bandwidth. Groups of blades are linked in a dragonfly topology with at most three hops between any two nodes. Cabling is either optical or copper, customized to minimize cable length. Total cabling runs 145 km (90 mi). Frontier is liquid-cooled by 4 350-horsepower pumps, which flow around 6,000 gallons (22,712.47 Liters) of non-pre chilled water through the system each minute, allowing 5x the density of air-cooled architectures.
Each node consists of one CPU, 4 GPUs and 4 terabytes of flash memory. Each GPU has 128 GB of RAM soldered onto it, and each CPU has 512GB of local DDR4 memory.
Frontier has coherent interconnects between CPUs and GPUs, allowing GPU memory to be accessed coherently by code running on the Epyc CPUs.
Frontier uses an internal 75 TB/s read / 35 TB/s write / 15 billion IOPS flash storage system, along with the 700 PB Orion site-wide Lustre filesystem.
Frontier consumes around 21 megawatts (MW) (which is equivalent to the power needed for 15,000 single-family homes), compared to its predecessor Summit's 13 MW.
History
One of the largest challenges during development was power consumption. Existing information pointed to hundreds of thousands of GPUs being necessary to achieve 1 exaFLOP, with a total power consumption of 150-500 MW. Thus, high efficiency was a primary target of the project.
Oak Ridge partnered with HPE Cray and AMD to build the system at a cost of US$600 million. It began deployment in 2021 and reached full capability in 2022. It clocked 1.1 exaflops Rmax in May 2022, making it the world's fastest supercomputer as measured in the June 2022 edition of the TOP500 list, replacing Fugaku.
Upon its release, the supercomputer topped the Green500 list for most efficient supercomputer, measured at 62.68 gigaflops/watt. ORNL Director Thomas Zacharia said: "Frontier is ushering in a new era of exascale computing to solve the world’s biggest scientific challenges." He added: "This milestone offers just a preview of Frontier’s unmatched capability as a tool for scientific discovery. It is the result of more than a decade of collaboration among the national laboratories, academia and private industry, including DOE's Exascale Computing Project, which is deploying the applications, software technologies, hardware and integration necessary to ensure impact at the exascale."
See also
Climate model
== References == |
Oyster_Bay_(town),_New_York | https://en.wikipedia.org/wiki/Oyster_Bay_(town),_New_York | [
817
] | [
"https://en.wikipedia.org/wiki/Oyster_Bay_(town),_New_York"
] | The Town of Oyster Bay is the easternmost of the three towns that make up Nassau County, New York, United States. Part of the New York metropolitan area, it is the only town in Nassau County to extend from the North Shore to the South Shore of Long Island. As of the 2020 census, it had a population of 301,332, making it the 5th most populous city or town in the state.
There are 18 villages and 18 hamlets within the town of Oyster Bay. The U.S. Postal Service has organized these 36 places into 30 five-digit ZIP Codes, served by 20 post offices. Each post office shares the name of one of the hamlets or villages, but their boundaries are usually not coterminous.
Oyster Bay is also the name of a hamlet on the North Shore, within the town of Oyster Bay. Near this hamlet, in the village of Cove Neck, is Sagamore Hill, the former residence and summer White House of U.S. President Theodore Roosevelt and now a museum. At least six of the 36 villages and hamlets of the town have shores on Oyster Bay Harbor, an inlet of Long Island Sound, and many of these at one time or another have also been referred to as being part of the hamlet of Oyster Bay.
History
Succeeding cultures of indigenous peoples had lived in the area for thousands of years. At the time of European contact, the Lenape (Delaware) nation inhabited western Long Island. By 1600 the band inhabiting the local area was called the Matinecock after their location, but they were Lenape people.
Following European colonization, the area became part of the colony of New Netherland. In 1639, the Dutch West India Company made its first purchase of land on Long Island from the local Native Americans. The English also had colonies on Long Island at this time. The Dutch did not dispute English claims to what is now Suffolk County, but when settlers from New England arrived in (present-day) Oyster Bay in 1640, they were soon arrested as part of a boundary dispute. In 1643, Englishmen purchased land in the present-day town of Hempstead from the Indians that included land purchased by the Dutch in 1639. Nevertheless, in 1644, the Dutch director granted a patent for Hempstead to the English.
The Dutch also granted other English settlements in Flushing, Newtown, and Jamaica. In 1650, the Treaty of Hartford established a boundary between Dutch and English claims at "Oysterbay", by which the Dutch meant present-day Cold Spring Harbor (to the east) and the English meant all of the water connected to present-day Oyster Bay Harbor. Meanwhile, the government of England came under the control of Oliver Cromwell as a republic, and smugglers took advantage of the unresolved border dispute. In 1653, English settlers made their first purchase of land in Oyster Bay from the local Matinecock tribe, though there were already some rogue English settlements there. For this purchase, the English settlers paid to the Native American Moheness (aka Assiapum), "six kettles, six fathoms of wampum, six hoes, six hatchets, three pairs of stockings, thirty awl-blades or muxes, twenty knives, three shirts and as much Peague as will amount to four pounds sterling." The monarchy was restored in England in 1660, and in 1664 King Charles gave Long Island (and much else) to his brother James, leading to the Dutch relinquishing control of all of New Amsterdam.
In 1667 the settlement at Oyster Bay received its charter from the new English colony of New York, becoming the Township of Oyster Bay. By 1687, the last piece of land was sold by the Indians, and few remained by 1709.
During most of the American Revolution the town was under the control of British forces.
The town was originally part of Queens County, until the western portion of that county was amalgamated into New York City in 1898 and Nassau County was created in 1899. In 1918, Glen Cove, to the west, incorporated as a city and formed a governing system separate from the town. Following World War II, housing replaced farmland as the population grew from about 40,000 in 1950 to more than 290,000 in 1990.
Oyster Bay is home to the Seawanhaka Corinthian Yacht Club, one of the oldest yacht clubs in the Western Hemisphere, which opened in 1871. There are 40 buildings and sites presently named Town of Oyster Bay Landmarks.
Geography
The town of Oyster Bay extends from Long Island Sound in the north, south to the waters of South Oyster Bay and the Atlantic Ocean. It is bordered by the town of North Hempstead on the northwest and the town of Hempstead on the southwest. It is the easternmost of the three towns of Nassau County, with Suffolk County immediately to the east.
According to the United States Census Bureau, the town has a total area of 169.5 square miles (439 km2), of which 104.4 square miles (270 km2) is land and 65.1 square miles (169 km2), or 38.42%, is water. As with most of Long Island, the north shore is hilly, the south shore has sandy beaches, and the area between is a plain.
Between the 1990 Census and the 2000 census, the town exchanged territory with the towns of Hempstead (Nassau County) and Babylon (Suffolk County). It also gained territory from the town of Huntington in Suffolk County.
Demographics
The 2019 American Community Survey determined the population was 293,576, estimating a 1.6% increase from the 2010 United States census. The racial and ethnic makeup of Oyster Bay was 75.5% non-Hispanic white, 2.3% Black or African American, 0.2% American Indian or Alaska Native, 12.5% Asian, 2.0% from two or more races, and 8.1% Hispanic or Latin American of any race.
As of the 2010 census the population was 85% White (80% Non-Hispanic White), 2.3% Black or African American, 0.2% Native American, 9.1% Asian, 0.0% Pacific Islander, 1.9% from other races, and 1.6% from two or more races. Hispanic or Latino of any race were 7.5% of the population.
As of the census of 2000, there were 293,925 people, 99,355 households, and 80,278 families residing in the town. The population density was 2,816.2 inhabitants per square mile (1,087.3/km2). There were 101,076 housing units at an average density of 968.4 per square mile (373.9/km2). The racial makeup of the town was 90.83% White, 1.64% Black or African American, 0.07% Native American, 4.85% Asian, 0.02% Pacific Islander, 1.36% from other races, and 1.23% from two or more races. Hispanic or Latino of any race were 5.06% of the population.
There were 99,355 households, out of which 36.0% had children under the age of 18 living with them, 68.9% were married couples living together, 8.9% had a female householder with no husband present, and 19.2% were non-families. 16.1% of all households were made up of individuals, and 8.5% had someone living alone who was 65 years of age or older. The average household size was 2.93 and the average family size was 3.27.
In the town, the population was spread out, with 24.5% under the age of 18, 6.0% from 18 to 24, 28.7% from 25 to 44, 24.9% from 45 to 64, and 15.9% who were 65 years of age or older. The median age was 40 years. For every 100 females, there were 94.1 males. For every 100 females age 18 and over, there were 90.6 males.
According to a 2007 estimate, the median income for a household in the town was $99,873, and the median income for a family was $115,095. Males had a median income of $60,726 versus $39,420 for females. The per capita income for the town was $35,895. About 2.0% of families and 3.3% of the population were below the poverty line, including 3.0% of those under age 18 and 4.6% of those age 65 or over.
Economy
Aer Lingus operates its United States office in Oyster Bay, centered on the hamlet of Jericho. Cablevision Systems, a major cable company in the tri-state area has its corporate headquarters in Bethpage, New York, as well as a satellite office in Jericho, New York that contains its medium to large business solutions division, Lightpath. Acclaim Entertainment was originally located in the hamlet of Oyster Bay. It originally occupied a one-room office in Oyster Bay. At a later time it occupied a brick structure with two stories. In 1994 Acclaim bought a headquarters building in Glen Cove.
Education
Both the State University of New York at Old Westbury and New York Institute of Technology or NYIT (and its affiliated New York Institute of Technology College of Osteopathic Medicine) are located in Old Westbury. LIU Post, the largest campus of the private Long Island University system, is located in Brookville.
Government
The Town of Oyster Bay has a government comprising a town supervisor and a town council consisting of six members. Council members are elected on a town-wide basis, and there are no election districts within the town. Two other elected positions are town clerk and receiver of taxes. At one point, the town had its own police force, but it no longer does.
In New York, a town is a major division within a county. Larger towns may contain a number of named incorporated villages that provides numerous local services to the village residents. Towns may contain named unincorporated hamlets, governed and administered by the town council.
Villages (incorporated)
The Town of Oyster Bay contains all or part of 20 incorporated villages:
Hamlets (unincorporated)
The town of Oyster Bay also contains all or part of 17 unincorporated hamlets:
There are also a few areas that are not part of any incorporated village or census-designated place:
A small area between Bayville and Lattingtown that contains Stehli Town Beach and a housing subdivision
A small area between Old Westbury and Jericho that contains an undeveloped part of the SUNY Old Westbury campus
Jones Beach Island and nearby uninhabited islands in South Oyster Bay
Notes:
Transportation
Rail lines
The Long Island Rail Road's Oyster Bay Branch serves the town's vicinity from Glen Head to Oyster Bay. The Main Line runs through the center of the town from with stations in Hicksville, and Bethpage. The Port Jefferson Branch begins at Hicksville, and goes through Hicksville and Syosset. Rail freight service also exists along the Central Branch which begins in Bethpage. Further south in the town, the Babylon Branch runs from Seaford to the Suffolk County Line with stations in Massapequa and Massapequa Park.
Bus service
The Town of Oyster Bay is served primarily by Nassau Inter-County Express bus routes, though some routes from Suffolk County Transit also enter the town from the county line.
Major roads
Interstate 495 is the Long Island Expressway, and the sole interstate highway in the Town of Oyster Bay, with interchanges from Exits 40 in Jericho to part of Exit 48 in Plainview near the Nassau-Suffolk County Line.
Northern State Parkway is a suburban continuation of the Grand Central Parkway that has interchanges from Exit 35 in Jericho to Exit 38 in Woodbury. The route runs along the south side of the Long Island Expressway until Exit 37A, where it crosses the expressway and moves to the north side. As a parkway, no trucks are allowed.
Bethpage State Parkway A one-lane south-to-north parkway spanning from Southern State Parkway to Bethpage State Park that was proposed for expansion into the Northern State Parkway.
Southern State Parkway cuts through the southern portion of the town from in North Massapequa at Exits 29, 30, and 31. The rest of the road runs between the borders of South Farmingdale, and East Massapequa before finally crossing the Nassau-Suffolk County Line.
Ocean Parkway is an at-grade parkway spanning almost the entirety of Jones Beach Island and completely dominating that island within the Town of Oyster Bay. After leaving Jones Beach State Park territory, it serves Tobay Beach before crossing the Nassau-Suffolk line in West Gilgo Beach.
New York State Route 25A
New York State Route 25
Old Country Road
New York State Route 24
New York State Route 27
Merrick Road
New York State Route 27A
New York State Route 105
New York State Route 106
New York State Route 107
New York State Route 109
New York State Route 135
Notable people
Carter F. Bales (1938–2019), co-founder, chairman and managing partner of NewWorld Capital Group, LLC
John Barry (1933–2011), Academy and Grammy Award-winning film composer (died at his home here on January 30, 2011)
Nicholas Braun (1988-), Emmy-nominated actor known for his role in the HBO series Succession.
Oleg Cassini (1913–2006), fashion designer
Marie Colvin (1956–2012), award-winning reporter (killed by shelling at Homs, Syria, February 2012)
David Cory, writer of fifty children's books.
Anna Drezen, comedian and former head writer at Saturday Night Live
John Gotti Jr. (1964–), former boss of the Gambino crime family
Sean Hannity (1961–), conservative media personality, host of Hannity on Fox News, lives in Centre Island
Brian Kilmeade of Fox News. Raised and currently resides in Massapequa
Adrienne King, actress
Rupert Murdoch owner of Fox News, New York Post, Wall Street Journal, and other media companies. Lives in Centre Island
Dan Ingram (1934–2018), Radio Hall of Fame member best known as a disc jockey at WABC and CBS-FM Radio from the 1960s through the 2000s
Steve Israel (1958–), former US House Representative
Billy Joel (1949–), singer-songwriter and owner of a custom motorcycle shop called 20th Century Cycles
Ken Labanowski (1959-), American-Israeli basketball player
Kate McKinnon (1984-), former Saturday Night Live cast member
Thomas Pynchon (1937–), National Book Award-winning novelist
Theodore Roosevelt (1858–1919), 26th President of the United States
Henry Norris Russell (1877–1957), dean of American Astronomers, Professor at Princeton University
Tyce Thompson (1999– ), Ice hockey player for the New Jersey Devils
John Townsend (1608-1668), one of the signers of the Flushing Remonstrance
Micah Townshend (1749–1832), former Secretary of State of Vermont
Robert Townsend (1753–1838), part of Culper Spy Ring utilized by George Washington to help sway the American Revolution in the colonists' favor
Ryan Tveter (1994-), racing driver
Charles Wang (1944–2018), Chinese-American businessman; minority owner of the New York Islanders hockey team
In popular culture
According to Cole Porter, in his song "Let's Do It," "even oysters down in Oyster Bay do it."
Billy Joel mentions Oyster Bay in his song "The Ballad of Billy the Kid" on the 1973 album Piano Man.
Oyster Bay is the home of Jack and Dina Byrnes in the movie Meet the Parents.
In the HBO TV show The Sopranos, Oyster Bay is where Phil Leotardo is hiding and eventually killed.
Roger Barnes, played by James Spader, mentions owning a home in Oyster Bay in the movie Wall Street (1987).
It is referenced numerous times in Backstage Wife.
Oyster Bay served as the shooting location for the small town in the horror movie Silent Night, Bloody Night (1972).
In the CBS TV show Person of Interest, formerly corrupt police officer Lionel Fusco disposes of corpses in Oyster Bay several times.
Asteroid 236129 Oysterbay, discovered by astronomers of the Catalina Sky Survey in 2005, was named after the town and its harbor. The official naming citation was published by the Minor Planet Center on November 8, 2019 (M.P.C. 118221).
References
External links
Town of Oyster Bay official website
1873 map of southern part of town of Oyster Bay
Historical photos from town of Oyster Bay
Pictures and Information on Oyster Bay's Historic Estates
Town of Oyster Bay History |
Sea_Cliff,_New_York | https://en.wikipedia.org/wiki/Sea_Cliff,_New_York | [
817
] | [
"https://en.wikipedia.org/wiki/Sea_Cliff,_New_York"
] | Sea Cliff is a village located within the Town of Oyster Bay in Nassau County, on Long Island, in New York, United States. As of the 2010 United States census, the village population was 4,995. It is considered part of the greater Glen Cove area, which is anchored by the City of Glen Cove.
Geography
According to the United States Census Bureau, the village has a total area of 2.0 square miles (5.2 km2), of which 1.1 square miles (2.8 km2) is land and 0.9 square miles (2.3 km2) (44.67%) is water.
Demographics
2010 census
As of the 2010 census the population was 92.8% White, 88% Non-Hispanic white, 2.4% African American, 0.1% Native American, 1.9% Asian, 0.02% Pacific Islander, 0.95% from other races, and 1.4% from two or more races. Hispanic or Latino of any race were 6.8% of the population.
2000 census
At the 2000 census there were 5,066 people, 2,013 households, and 1,356 families in the village. The population density was 4,655.1 inhabitants per square mile (1,797.3/km2). There were 2,082 housing units at an average density of 1,913.1 per square mile (738.7/km2). The racial makeup of the village was 94.83% White, 1.68% African American, 0.10% Native American, 1.22% Asian, 0.02% Pacific Islander, 0.95% from other races, and 1.20% from two or more races. Hispanic or Latino of any race were 4.76%.
Of the 2,013 households 31.0% had children under the age of 18 living with them, 56.1% were married couples living together, 8.4% had a female householder with no husband present, and 32.6% were non-families. 26.6% of households were one person and 9.4% were one person aged 65 or older. The average household size was 2.50 and the average family size was 3.06.
The age distribution was 24.1% under the age of 18, 4.6% from 18 to 24, 27.9% from 25 to 44, 27.8% from 45 to 64, and 15.5% 65 or older. The median age was 42 years. For every 100 females, there were 94.7 males. For every 100 females age 18 and over, there were 91.0 males.
The median household income was $78,501 and the median family income was $100,576. Males had a median income of $65,469 versus $41,146 for females. The per capita income for the village was $41,707. About 2.1% of families and 2.8% of the population were below the poverty line, including 0.7% of those under age 18 and 10.6% of those age 65 or over.
Government
As of April 5, 2021, the Mayor of Sea Cliff was Elena Villafane.
Education
The village is part of the North Shore School District.
Landmarks
Several buildings in Sea Cliff, mostly Victorian houses, are listed on the National Register of Historic Places. Many of them were built as summer homes as part of Sea Cliff's late nineteenth century role as a resort town, and they have been collectively called "one of the best collections of late Victorian era architecture in Nassau County."
Properties in Sea Cliff listed on the National Register of Historic Places include:
Central Hall
Christ Building
Crowell House
House at 9 Locust Place
House at 18 Seventeenth Avenue
House at 19 Locust Place
House at 58 Eighteenth Avenue
House at 65 Twentieth Avenue
House at 103 Roslyn Avenue
House at 112 Sea Cliff Avenue
House at 115 Central Avenue
House at 137 Prospect Avenue
House at 173 Sixteenth Avenue
House at 176 Prospect Avenue
House at 195 Prospect Avenue
House at 199 Prospect Avenue
House at 207 Carpenter Avenue
House at 240 Sea Cliff Avenue
House at 285 Sea Cliff Avenue
House at 332 Franklin Avenue
House at 362 Sea Cliff Avenue
House at 378 Glen Avenue
Sea Cliff Firehouse
Sea Cliff Village Hall, Library, and Museum Complex
St. Luke's Protestant Episcopal Church
Stephen Harding House
Notable people
LaMarcus Adna Thompson – Inventor and businessman
Alfred Lansing – Author of Endurance: Shackleton's Incredible Voyage
Robert Olen Butler – Writer
Dan Fagin – Writer
Natalie Portman – Actress
Kate McKinnon – Comedian
John Rzeznik – Frontman of the rock band Goo Goo Dolls
Michael McKean – actor, comedian, screenwriter, and musician
Arnold Levin – Cartoonist
Robert Ehrlich – Businessman
Rose Elizabeth Bird – First female Chief Justice of California
Amanda Sobhy – Professional squash player
Nini Camps – Lead singer of rock band Antigone Rising
Mac Ayres – Singer, songwriter
Kristen Henderson – Drummer of rock band Antigone Rising
Linda Yaccarino - X Corp. and Twitter CEO
References
External links
Official website |
North_Shore_School_District | https://en.wikipedia.org/wiki/North_Shore_School_District | [
817
] | [
"https://en.wikipedia.org/wiki/North_Shore_School_District"
] | North Shore Central School District (also known as Central School District No. 1) is a public school district in Nassau County, New York. It serves several villages and hamlets in the North Shore region of Long Island, specifically Glenwood Landing, Glen Head, Sea Cliff, Old Brookville, and parts of Greenvale and Roslyn Harbor. About 2,567 students attend North Shore schools. It has a single high school, North Shore High School.
History
Formation
North Shore Central School District was formed in 1953 from the smaller Sea Cliff, Glen Head, and Glenwood Landing school districts. The merger was generally opposed by Glenwood Landing residents, who did not want to share the tax revenues from the Glenwood Generating Station, while the other districts were desirous of them. Glenwood Landing Board of Education President William Anderson once explained the situation as "we endure the smoke, let's have the gravy." An earlier vote that year on consolidating the districts failed because that process required the vote to succeed in all three districts individually, while the centralization process only required a simple majority across all voters. It was the first central school district in Nassau County, and was accordingly referred to as "Central School District No. 1" under the numbering scheme of the time.
At the time of centralization Glenwood Landing School was considered preferable because of its facilities and staff. The Sea Cliff School, which had been built in 1912 and expanded in 1926, was a K–12 school prior to centralization. Glen Head School had been built in 1924. Glenwood Landing School's "Old Building" had been built in 1927 and its "New Building" in 1949. The Glenwood Landing and Glen Head Schools did not provide high school education, and their students attended high school in Sea Cliff, Glen Cove, or Roslyn.
The first new building opened by the district was the six-classroom Kissam Lane School in 1956, which would later become North Shore Middle School. Initially a K–3 school, it was designed by Vincent Kling and won national architectural awards for its openness and simple, compact design, with floor-to-ceiling windows and an exterior doorway in every classroom. In 1960, the construction of the junior high school on the site was approved, with the Kissam Lane School incorporated into the new building. It opened in 1961.
The construction of North Shore High School was delayed by a lawsuit by Glenwood Landing residents who wanted to undo the district centralization, but it opened in 1957; it, too, was designed by Vincent Kling. An addition was made to the Glenwood Landing School in 1965.
Later history
In the 1970s, Sea Cliff School was considered to be in such a state of disrepair that there were several proposals to demolish and replace it, but these were consistently defeated by voters. As of 1977, the district had the lowest property tax rate in Nassau County due to the presence of the Glenwood Generating Station.
Additions were made to Glen Head School in 1994, to North Shore Middle School in 1990 and 1994, and to North Shore High School in the 1990s.
A series of major renovations and additions to all five school buildings was performed in 2000. The most major work included demolishing and replacing the north and south wings of Sea Cliff School. The renovations added 15 classrooms and a new cafeteria and library to the school. During the renovation, Sea Cliff students temporarily used the nearby vacant St. Boniface Parish school building. Additionally, an addition was constructed to Glenwood Landing School, and North Shore Middle School's cafeteria was expanded.
A more minor round of renovations to district buildings occurred in 2014.
The Glenwood Generating Plant was decommissioned and demolished during 2012–2015. Its demolition raised concern about the financial effects on North Shore School District, as the over $20 million annual tax payments from the plant provided 20 percent of the district's budget. This led to fears of a 15–19% increase in residential taxes in late 2014. However, it was determined that according to state law there could be no more than a 1% increase in property taxes for a given tax class as a result of a decreased tax assessment in another class (the four tax classes being residential, cooperatives/condominiums, commercial, and utilities). The financial effects on the district would thus have to be mitigated by increased taxes on remaining utilities in the district, as well as a $2.5 million one-time grant from the state arranged by local state legislators. The site's municipal and school payments in lieu of taxes fell from $23.2 million in 2012 to $16.6 million in 2015.
Schools
Secondary schools:
North Shore High School (grades 9-12)
North Shore Middle School (grades 6-8)
Primary schools: (grades K-5)
Glenwood Landing Elementary School
Sea Cliff Elementary School
Glen Head Elementary School
Notable alumni
Michael McKean – Actor.
Kate McKinnon – Actress best known for her work on Saturday Night Live.
Darin Strauss – Best-selling novelist.
See also
List of school districts in New York
References
External links
Official website |
Charlemagne | https://en.wikipedia.org/wiki/Charlemagne | [
818
] | [
"https://en.wikipedia.org/wiki/Charlemagne"
] | Charlemagne ( SHAR-lə-mayn, -MAYN; 2 April 748 – 28 January 814) was King of the Franks from 768, King of the Lombards from 774, and Emperor of what is now known as the Carolingian Empire from 800, holding these titles until his death in 814. He united most of Western and Central Europe, and was the first recognised emperor to rule from the west after the fall of the Western Roman Empire approximately three centuries earlier. Charlemagne's reign was marked by political and social changes that had lasting influence on Europe throughout the Middle Ages.
A member of the Frankish Carolingian dynasty, Charlemagne was the eldest son of Pepin the Short and Bertrada of Laon. With his brother, Carloman I, he became king of the Franks in 768 following Pepin's death and became the sole ruler three years later. Charlemagne continued his father's policy of protecting the papacy and became its chief defender, removing the Lombards from power in northern Italy in 774. His reign saw a period of expansion that led to the conquests of Bavaria, Saxony and northern Spain, as well as other campaigns that led Charlemagne to extend his rule over a large part of Europe. Charlemagne spread Christianity to his new conquests (often by force), as seen at the Massacre of Verden against the Saxons. He also sent envoys and initiated diplomatic contact with the Abbasid caliph Harun al-Rashid in the 790s, due to their mutual interest in Iberian affairs.
In 800, Charlemagne was crowned emperor in Rome by Pope Leo III. Although historians debate the coronation's significance, the title represented the height of his prestige and authority. Charlemagne's position as the first emperor in the West in over 300 years brought him into conflict with the Eastern Roman Empire in Constantinople. Through his assumption of the imperial title, he is considered the forerunner to the line of Holy Roman Emperors, which persisted into the nineteenth century. As king and emperor, Charlemagne engaged in a number of reforms in administration, law, education, military organization, and religion, which shaped Europe for centuries. The stability of his reign began a period of cultural activity known as the Carolingian Renaissance.
Charlemagne died in 814 and was laid to rest at Aachen Cathedral in Aachen, his imperial capital city. He was succeeded by his only surviving legitimate son, Louis the Pious. After Louis, the Frankish kingdom was divided and eventually coalesced into West and East Francia, which later became France and Germany, respectively. Charlemagne's profound influence on the Middle Ages and influence on the territory he ruled has led him to be called the "Father of Europe" by many historians. He is seen as a founding figure by multiple European states and a number of historical royal houses of Europe trace their lineage back to him. Charlemagne has been the subject of artworks, monuments and literature during and after the medieval period and is venerated by the Catholic Church.
Name
Several languages were spoken in Charlemagne's world, and he was known to contemporaries as Karlus in the Old High German he spoke; as Karlo to Early Old French (or Proto-Romance) speakers; and as Carolus (or Karolus) in Medieval Latin, the formal language of writing and diplomacy. Charles is the modern English form of these names. The name Charlemagne, as the emperor is normally known in English, comes from the French Charles-le-magne ('Charles the Great'). In modern German, he is known as Karl der Große. The Latin epithet magnus ('great') may have been associated with him during his lifetime, but this is not certain. The contemporary Royal Frankish Annals routinely call him Carolus magnus rex ("Charles the great king"). That epithet is attested in the works of the Poeta Saxo around 900, and it had become commonly applied to him by 1000.
Charlemagne was named after his grandfather, Charles Martel. That name, and its derivatives, are unattested before their use by Charles Martel and Charlemagne. Karolus was adapted by Slavic languages as their word for "king" (Russian: korol', Polish: król and Slovak: král) through Charlemagne's influence or that of his great-grandson, Charles the Fat.
Early life and rise to power
Political background and ancestry
By the sixth century, the western Germanic tribe of the Franks had been Christianised; this was due in considerable measure to the conversion of their king, Clovis I, to Catholicism. The Franks had established a kingdom in Gaul in the wake of the Fall of the Western Roman Empire. This kingdom, Francia, grew to encompass nearly all of present-day France and Switzerland, along with parts of modern Germany and the Low Countries under the rule of the Merovingian dynasty. Francia was often divided under different Merovingian kings, due to the partible inheritance practised by the Franks. The late seventh century saw a period of war and instability following the murder of King Childeric II, which led to factional struggles among the Frankish aristocrats.
Pepin of Herstal, mayor of the palace of Austrasia, ended the strife between various kings and their mayors with his 687 victory at the Battle of Tertry. Pepin was the grandson of two important figures of Austrasia: Arnulf of Metz and Pepin of Landen. The mayors of the palace had gained influence as the Merovingian kings' power waned due to divisions of the kingdom and several succession crises. Pepin was eventually succeeded by his son Charles, later known as Charles Martel. Charles did not support a Merovingian successor upon the death of King Theuderic IV in 737, leaving the throne vacant. He made plans to divide the kingdom between his sons, Carloman and Pepin the Short, who succeeded him after his death in 741. The brothers placed the Merovingian Childeric III on the throne in 743. Pepin married Bertrada, a member of an influential Austrasian noble family, in 744. In 747, Carloman abdicated and entered a monastery in Rome. He had at least two sons; the elder, Drogo, took his place.
Birth
Charlemagne's year of birth is uncertain, although it was most likely in 748. An older tradition based on three sources, however, gives a birth year of 742. The ninth-century biographer Einhard reports Charlemagne as being 72 years old at the time of his death; the Royal Frankish Annals imprecisely gives his age at death as about 71, and his original epitaph called him a septuagenarian. Einhard said that he did not know much about Charlemagne's early life; some modern scholars believe that, not knowing the emperor's true age, he still sought to present an exact date in keeping with the Roman imperial biographies of Suetonius which he used as a model. All three sources may have been influenced by Psalm 90: "The days of our years are threescore years and ten".
Historian Karl Ferdinand Werner challenged the acceptance of 742 as the Frankish king's birth year, citing an addition to the Annales Petaviani which records Charlemagne's birth in 747. Lorsch Abbey commemorated Charlemagne's date of birth as 2 April from the mid-ninth century, and this date is likely to be genuine. Matthias Becher built on Werner's work and showed that 2 April in the year recorded would have actually been in 748, since the annalists recorded the start of the year from Easter rather than 1 January. Presently, most scholars accept April 748 for Charlemagne's birth. Charlemagne's place of birth is unknown. The Frankish palaces in Vaires-sur-Marne and Quierzy are among the places suggested by scholars. Pepin the Short held an assembly in Düren in 748, but it cannot be proved that it took place in April or if Bertrada was with him.
Language and education
Einhard refers to Charlemagne's patrius sermo ("native tongue"). Most scholars have identified this as a form of Old High German, probably a Rhenish Franconian dialect. Due to the prevalence in Francia of "rustic Roman", he was probably functionally bilingual in Germanic and Romance dialects at an early age. Charlemagne also spoke Latin and, according to Einhard, could understand and (perhaps) speak some Greek.
Charlemagne's father Pepin had been educated at the abbey of Saint-Denis, although the extent of Charlemagne's formal education is unknown. He almost certainly was trained in military matters as a youth in Pepin's court, which was itinerant. Charlemagne also asserted his own education in the liberal arts in encouraging their study by his children and others, although it is unknown whether his study was as a child or at court during his later life. The question of Charlemagne's literacy is debated, with little direct evidence from contemporary sources. He normally had texts read aloud to him and dictated responses and decrees, but this was not unusual even for a literate ruler at the time. Historian Johannes Fried considers it likely that Charlemagne would have been able to read, but the medievalist Paul Dutton writes that "the evidence for his ability to read is circumstantial and inferential at best" and concludes that it is likely that he never properly mastered the skill. Einhard makes no direct mention of Charlemagne reading, and recorded that he only attempted to learn to write later in life.
Accession and reign with Carloman
There are only occasional references to Charlemagne in the Frankish annals during his father's lifetime. By 751 or 752, Pepin had deposed Childeric and replaced him as king. Early Carolingian-influenced sources claim that Pepin's seizure of the throne was sanctioned beforehand by Pope Stephen II, but modern historians dispute this. It is possible that papal approval came only when Stephen travelled to Francia in 754 (apparently to request Pepin's aid against the Lombards), and on this trip anointed Pepin as king; this legitimised his rule. Charlemagne was sent to greet and escort the Pope, and he and his younger brother Carloman were anointed with their father. Pepin sidelined Drogo around the same time, sending him and his brother to a monastery.
Charlemagne began issuing charters in his own name in 760. The following year, he joined his father's campaign against Aquitaine. Aquitaine, led by Dukes Hunald and Waiofar, was constantly in rebellion during Pepin's reign. Pepin fell ill on campaign there and died on 24 September 768, and Charlemagne and Carloman succeeded their father. They had separate coronations, Charlemagne at Noyon and Carloman at Soissons, on 9 October. The brothers maintained separate palaces and spheres of influence, although they were considered joint rulers of a single Frankish kingdom. The Royal Frankish Annals report that Charlemagne ruled Austrasia and Carloman ruled Burgundy, Provence, Aquitaine, and Alamannia, with no mention made of which brother received Neustria. The immediate concern of the brothers was the ongoing uprising in Aquitaine. They marched into Aquitaine together, but Carloman returned to Francia for unknown reasons and Charlemagne completed the campaign on his own. Charlemagne's capture of Duke Hunald marked the end of ten years of war that had been waged in the attempt to bring Aquitaine into line.
Carloman's refusal to participate in the war against Aquitaine led to a rift between the kings. It is uncertain why Carloman abandoned the campaign; the brothers may have disagreed about control of the territory, or Carloman was focused on securing his rule in the north of Francia. Regardless of the strife between the kings, they maintained a joint rule for practical reasons. Charlemagne and Carloman worked to obtain the support of the clergy and local elites to solidify their positions.
Pope Stephen III was elected in 768, but was briefly deposed by Antipope Constantine II before being restored to Rome. Stephen's papacy experienced continuing factional struggles, so he sought support from the Frankish kings. Both brothers sent troops to Rome, each hoping to exert his own influence. The Lombard king Desiderius also had interests in Roman affairs, and Charlemagne attempted to enlist him as an ally. Desiderius already had alliances with Bavaria and Benevento through the marriages of his daughters to their dukes, and an alliance with Charlemagne would add to his influence. Charlemagne's mother, Bertrada, went on his behalf to Lombardy in 770 and brokered a marriage alliance before returning to Francia with his new bride. Desiderius's daughter is traditionally known as Desiderata, although she may have been named Gerperga. Anxious about the prospect of a Frankish–Lombard alliance, Pope Stephen sent a letter to both Frankish kings decrying the marriage and separately sought closer ties with Carloman.
Charlemagne had already had a relationship with the Frankish noblewoman Himiltrude, and they had a son in 769 named Pepin. Paul the Deacon wrote in his 784 Gesta Episcoporum Mettensium that Pepin was born "before legal marriage", but does not say whether Charles and Himiltrude ever married, were joined in a non-canonical marriage (friedelehe), or married after Pepin was born. Pope Stephen's letter described the relationship as a legitimate marriage, but he had a vested interest in preventing Charlemagne from marrying Desiderius's daughter.
Carloman died suddenly on 4 December 771, leaving Charlemagne sole king of the Franks. He moved immediately to secure his hold on his brother's territory, forcing Carloman's widow Gerberga to flee to Desiderius's court in Lombardy with their children. Charlemagne ended his marriage to Desiderius's daughter and married Hildegard, daughter of count Gerold, a powerful magnate in Carloman's kingdom. This was a reaction to Desiderius's sheltering of Carloman's family and a move to secure Gerold's support.
King of the Franks and the Lombards
Annexation of the Lombard Kingdom
Charlemagne's first campaigning season as sole king of the Franks was spent on the eastern frontier in his first war against the Saxons, who had been engaging in border raids on the Frankish kingdom when Charlemagne responded by destroying the pagan Irminsul at Eresburg and seizing their gold and silver. The success of the war helped secure Charlemagne's reputation among his brother's former supporters and funded further military action. The campaign was the beginning of over thirty years of nearly-continuous warfare against the Saxons by Charlemagne.
Pope Adrian I succeeded Stephen III in 772, and sought the return of papal control of cities that had been captured by Desiderius. Unsuccessful in dealing with the Lombard king directly, Adrian sent emissaries to Charlemagne to gain his support for recovering papal territory. Charlemagne, in response to this appeal and the dynastic threat of Carloman's sons in the Lombard court, gathered his forces to intervene. He first sought a diplomatic solution, offering gold to Desiderius in exchange for the return of the papal territories and his nephews. This overture was rejected, and Charlemagne's army (commanded by himself and his uncle, Bernard) crossed the Alps to besiege the Lombard capital of Pavia in late 773.
Charlemagne's second son (also named Charles) was born in 772, and Charlemagne brought the child and his wife to the camp at Pavia. Hildegard was pregnant, and gave birth to a daughter named Adelhaid. The baby was sent back to Francia, but died on the way. Charlemagne left Bernard to maintain the siege at Pavia while he took a force to capture Verona, where Desiderius's son Adalgis had taken Carloman's sons. Charlemagne captured the city; no further record exists of his nephews or of Carloman's wife, and their fate is unknown. Recent biographer, Janet Nelson compares them to the Princes in the Tower in the Wars of the Roses. Fried suggests that the boys were forced into a monastery (a common solution of dynastic issues), or "an act of murder smooth[ed] Charlemagne's ascent to power." Adalgis was not captured by Charlemagne, and fled to Constantinople.
Charlemagne left the siege in April 774 to celebrate Easter in Rome. Pope Adrian arranged a formal welcome for the Frankish king, and they swore oaths to each other over the relics of St. Peter. Adrian presented a copy of the agreement between Pepin and Stephen III outlining the papal lands and rights Pepin had agreed to protect and restore. It is unclear which lands and rights the agreement involved, which remained a point of dispute for centuries. Charlemagne placed a copy of the agreement in the chapel above St. Peter's tomb as a symbol of his commitment, and left Rome to continue the siege.
Disease struck the Lombards shortly after his return to Pavia, and they surrendered the city by June 774. Charlemagne deposed Desiderius and took the title of King of the Lombards. The takeover of one kingdom by another was "extraordinary", and the authors of The Carolingian World call it "without parallel". Charlemagne secured the support of the Lombard nobles and Italian urban elites to seize power in a mainly-peaceful annexation. Historian Rosamond McKitterick suggests that the elective nature of the Lombard monarchy eased Charlemagne's takeover, and Roger Collins attributes the easy conquest to the Lombard elite's "presupposition that rightful authority was in the hands of the one powerful enough to seize it". Charlemagne soon returned to Francia with the Lombard royal treasury and with Desiderius and his family, who would be confined to a monastery for the rest of their lives.
Frontier wars in Saxony and Spain
The Saxons took advantage of Charlemagne's absence in Italy to raid the Frankish borderlands, leading to a Frankish counter-raid in the autumn of 774 and a reprisal campaign the following year. Charlemagne was soon drawn back to Italy as Duke Hrodgaud of Friuli rebelled against him. He quickly crushed the rebellion, distributing Hrodgaud's lands to the Franks to consolidate his rule in Lombardy. Charlemagne wintered in Italy, consolidating his power by issuing charters and legislation and taking Lombard hostages. Amid the 775 Saxon and Friulian campaigns, his daughter Rotrude was born in Francia.
Returning north, Charlemagne waged another brief, destructive campaign against the Saxons in 776. This led to the submission of many Saxons, who turned over captives and lands and submitted to baptism. In 777, Charlemagne held an assembly at Paderborn with Frankish and Saxon men; many more Saxons came under his rule, but the Saxon magnate Widukind fled to Denmark to prepare for a new rebellion.
Also at the Paderborn assembly were representatives of dissident factions from al-Andalus (Muslim Spain). They included the son and son-in-law of Yusuf ibn Abd al-Rahman al-Fihri, the former governor of Córdoba ousted by Caliph Abd al-Rahman in 756, who sought Charlemagne's support for al-Fihri's restoration. Also present was Sulayman al-Arabi, governor of Barcelona and Girona, who wanted to become part of the Frankish kingdom and receive Charlemagne's protection rather than remain under the rule of Córdoba. Charlemagne, seeing an opportunity to strengthen the security of the kingdom's southern frontier and extend his influence, agreed to intervene. Crossing the Pyrenees, his army found little resistance until an ambush by Basque forces in 778 at the Battle of Roncevaux Pass. The Franks, defeated in the battle, withdrew with most of their army intact.
Building the dynasty
Charlemagne returned to Francia to greet his newborn twin sons, Louis and Lothair, who were born while he was in Spain; Lothair died in infancy. Again, Saxons had seized on the king's absence to raid. Charlemagne sent an army to Saxony in 779 while he held assemblies, legislated, and addressed a famine in Francia. Hildegard gave birth to another daughter, Bertha. Charlemagne returned to Saxony in 780, holding assemblies at which he received hostages from Saxon nobles and oversaw their baptism.
He and Hildegard traveled with their four younger children to Rome in the spring of 781, leaving Pepin and Charles at Worms, to make a journey first requested by Adrian in 775. Adrian baptised Carloman and renamed him Pepin, a name he shared with his half-brother. Louis and the newly renamed Pepin were then anointed and crowned. Pepin was appointed king of the Lombards, and Louis king of Aquitaine. This act was not nominal, since the young kings were sent to live in their kingdoms under the care of regents and advisers. A delegation from the Byzantine Empire, the remnant of the Roman Empire in the East, met Charlemagne during his stay in Rome; Charlemagne agreed to betroth his daughter Rotrude to Empress Irene's son, Emperor Constantine VI.
Hildegard gave birth to her eighth child, Gisela, during this trip to Italy. After the royal family's return to Francia, she had her final pregnancy and died from its complications on 30 April 783. The child, named after her, died shortly thereafter. Charlemagne commissioned epitaphs for his wife and daughter, and arranged for a Mass to be said daily at Hildegard's tomb. Charlemagne's mother Bertrada died shortly after Hildegard, on 12 July 783. Charlemagne was remarried to Fastrada, daughter of the East Frankish count Radolf, by the end of the year.
Saxon resistance and reprisal
In summer 782, Widukind returned from Denmark to attack the Frankish positions in Saxony. He defeated a Frankish army, possibly due to rivalry among the Frankish counts leading it. Charlemagne came to Verden after learning of the defeat, but Widukind fled before his arrival. Charlemagne summoned the Saxon magnates to an assembly and compelled them to turn prisoners over to him, since he regarded their previous acts as treachery. The annals record that Charlemagne had 4,500 Saxon prisoners beheaded in the massacre of Verden. Fried writes, "Although this figure may be exaggerated, the basic truth of the event is not in doubt", and Alessandro Barbero calls it "perhaps the greatest stain on his reputation." Charlemagne issued the Capitulatio de partibus Saxoniae, probably in the immediate aftermath of (or as a precursor of) the massacre. With a harsh set of laws which included the death penalty for pagan practices, the Capitulatio "constituted a program for the forced conversion of the Saxons" and was "aimed ... at suppressing Saxon identity".
Charlemagne's focus for the next several years would be on his attempt to complete the subjugation of the Saxons. Concentrating first in Westphalia in 783, he pushed into Thuringia in 784 as his son Charles the Younger continued operations in the west. At each stage of the campaigns, the Frankish armies seized wealth and carried Saxon captives into slavery. Unusually, Charlemagne campaigned through the winter instead of resting his army. By 785, he had suppressed the Saxon resistance and completely commanded Westphalia. That summer, he met Widukind and persuaded him to end his resistance. Widukind agreed to be baptised with Charlemagne as his godfather, ending this phase of the Saxon Wars.
Benevento, Bavaria, and Pepin's revolt
Charlemagne travelled to Italy in 786, arriving by Christmas. Aiming to extend his influence further into southern Italy, he marched into the Duchy of Benevento. Duke Arechis fled to a fortified position at Salerno before offering Charlemagne his fealty. Charlemagne accepted his submission and hostages, who included Arechis's son Grimoald. In Italy, Charlemagne also met with envoys from Constantinople. Empress Irene had called the 787 Second Council of Nicaea, but did not inform Charlemagne or invite any Frankish bishops. Charlemagne, probably in reaction to the perceived slight of the exclusion, broke the betrothal of his daughter Rotrude and Constantine VI.
After Charlemagne left Italy, Arechis sent envoys to Irene to offer an alliance; he suggested that she send a Byzantine army with Adalgis, the exiled son of Desiderus, to remove the Franks from power in Lombardy. Before his plans could be finalised, Aldechis and his elder son Romuald died of illness within weeks of each other. Charlemagne sent Grimoald back to Benevento to serve as duke and return it to Frankish suzerainty. The Byzantine army invaded, but were repulsed by the Frankish and Lombard forces.
As affairs were being settled in Italy, Charlemagne turned his attention to Bavaria. Bavaria was ruled by Duke Tassilo, Charlemagne's first cousin, who had been installed by Pepin the Short in 748. Tassilo's sons were also grandsons of Desiderius, and a potential threat to Charlemagne's rule in Lombardy. The neighbouring rulers had a growing rivalry throughout their reigns, but had sworn oaths of peace to each other in 781. In 784, Rotpert (Charlemagne's viceroy in Italy) accused Tassilo of conspiring with Widukind in Saxony and unsuccessfully attacked the Bavarian city of Bolzano. Charlemagne gathered his forces to prepare for an invasion of Bavaria in 787. Dividing the army, the Franks launched a three-pronged attack. Quickly realizing his poor position, Tassilo agreed to surrender and recognise Charlemagne as his overlord. The following year, Tassilo was accused of plotting with the Avars to attack Charlemagne. He was deposed and sent to a monastery, and Charlemagne absorbed Bavaria into his kingdom. Charlemagne spent the next few years based in Regensburg, largely focused on consolidating his rule of Bavaria and warring against the Avars. Successful campaigns against them were launched from Bavaria and Italy in 788, and Charlemagne led campaigns in 791 and 792.
Charlemagne gave Charles the Younger rule of Maine in Neustria in 789, leaving Pepin the Hunchback his only son without lands. His relationship with Himiltrude was now apparently seen as illegitimate at his court, and Pepin was sidelined from the succession. In 792, as his father and brothers were gathered in Regensburg, Pepin conspired with Bavarian nobles to assassinate them and install himself as king. The plot was discovered and revealed to Charlemagne before it could proceed; Pepin was sent to a monastery, and many of his co-conspirators were executed.
The early 790s saw a marked focus on ecclesiastical affairs by Charlemagne. He summoned a council in Regensburg in 792 to address the theological controversy over the adoptionism doctrine in the Spanish church and formulate a response to the Second Council of Nicea. The council condemned adoptionism as heresy and led to the production of the Libri Carolini, a detailed argument against Nicea's canons. In 794, Charlemagne called another council in Frankfurt. The council confirmed Regensburg's positions on adoptionism and Nicea, recognised the deposition of Tassilo, set grain prices, reformed Frankish coinage, forbade abbesses from blessing men, and endorsed prayer in vernacular languages. Soon after the council, Fastrada fell ill and died; Charlemagne married the Alamannian noblewoman Luitgard shortly afterwards.
Continued wars with the Saxons and Avars
Charlemagne gathered an army after the council of Frankfurt as Saxon resistance continued, beginning a series of annual campaigns which lasted through 799. The campaigns of the 790s were even more destructive than those of earlier decades, with the annal writers frequently noting Charlemagne "burning", "ravaging", "devastating", and "laying waste" the Saxon lands. Charlemagne forcibly removed a large number of Saxons to Francia, installing Frankish elites and soldiers in their place. His extended wars in Saxony led to his establishing his court in Aachen, which had easy access to the frontier. He built a large palace there, including a chapel which is now part of the Aachen Cathedral. Einhard joined the court at that time. Pepin of Italy (Carloman) engaged in further wars against the Avars in the south, which led to the collapse of their kingdom and the eastward expansion of Frankish rule.
Charlemagne also worked to expand his influence through diplomatic means during the 790s wars, focusing on the Anglo-Saxon kingdoms of Britain. Charles the Younger proposed a marriage pact with the daughter of King Offa of Mercia, but Offa insisted that Charlemagne's daughter Bertha also be given as a bride for his son. Charlemagne refused the arrangement, and the marriage did not take place. Charlemagne and Offa entered into a formal peace in 796, protecting trade and securing the rights of English pilgrims to pass through Francia on their way to Rome. Charlemagne was also the host and protector of several deposed English rulers who were later restored: Eadbehrt of Kent, Ecgberht, King of Wessex, and Eardwulf of Northumbria. Nelson writes that Charlemagne treated the Anglo-Saxon kingdoms "like satellite states," establishing direct relations with English bishops. Charlemagne also forged an alliance with Alfonso II of Asturias, although Einhard calls Alfonso his "dependent". Following his sack of Lisbon in 798, Alfonso sent Charlemagne trophies of his victory, including armour, mules and prisoners.
Reign as emperor
Coronation
After Leo III became pope in 795, he faced political opposition. His enemies accused him of a number of crimes and physically attacked him in April 799, attempting to remove his eyes and tongue. Leo escaped and fled north to seek Charlemagne's help. Charlemagne continued his campaign against the Saxons before breaking off to meet Leo at Paderborn in September. Hearing evidence from the pope and his enemies, he sent Leo back to Rome with royal legates who were instructed to reinstate the pope and conduct a further investigation. In August of the following year, Charlemagne made plans to go to Rome after an extensive tour of his lands in Neustria. Charlemagne met Leo in November near Mentana at the twelfth milestone outside Rome, the traditional location where Roman emperors began their formal entry into the city. Charlemagne presided over an assembly to hear the charges, but believed that no one could sit in judgement of the pope. Leo swore an oath on 23 December, declaring his innocence of all charges. At mass in St. Peter's Basilica on Christmas Day 800, Leo proclaimed Charlemagne "emperor of the Romans" (Imperator Romanorum) and crowned him. Charlemagne was the first reigning emperor in the west since the deposition of Romulus Augustulus in 476. His son, Charles the Younger, was anointed king by Leo at the same time.
Historians differ about the intentions of the imperial coronation, the extent to which Charlemagne was aware of it or participated in its planning, and the significance of the events for those present and for Charlemagne's reign. Contemporary Frankish and papal sources differ in their emphasis on, and representation of, events. Einhard writes that Charlemagne would not have entered the church if he knew about the pope's plan; modern historians have regarded his report as truthful or rejected it as a literary device demonstrating Charlemagne's humility. Collins says that the actions surrounding the coronation indicate that it was planned by Charlemagne as early as his meeting with Leo in 799, and Fried writes that Charlemagne planned to adopt the title of emperor by 798 "at the latest." During the years before the coronation, Charlemagne's courtier Alcuin referred to his realm as an Imperium Christianum ("Christian Empire") in which "just as the inhabitants of the Roman Empire had been united by a common Roman citizenship", the new empire would be united by a common Christian faith. This is the view of Henri Pirenne, who says that "Charles was the Emperor of the ecclesia as the Pope conceived it, of the Roman Church, regarded as the universal Church".
The Eastern Roman (Byzantine) Empire remained a significant contemporary power in European politics for Leo and Charlemagne, especially in Italy. The Byzantines continued to hold a substantial portion of Italy, with their borders not far south of Rome. Empress Irene had seized the throne from her son Constantine VI in 797, deposing and blinding him. Irene, the first Byzantine empress, faced opposition in Constantinople because of her gender and her means of accession. One of the earliest narrative sources for the coronation, the Annals of Lorsch, presented a female ruler in Constantinople as a vacancy in the imperial title which justified Leo's coronation of Charlemagne. Pirenne disagrees, saying that the coronation "was not in any sense explained by the fact that at this moment a woman was reigning in Constantinople." Leo's main motivations may have been the desire to increase his standing after his political difficulties, placing himself as a power broker and securing Charlemagne as a powerful ally and protector. The Byzantine Empire's lack of ability to influence events in Italy and support the papacy were also important to Leo's position. According to the Royal Frankish Annals, Leo prostrated himself before Charlemagne after crowning him (an act of submission standard in Roman coronation rituals from the time of Diocletian). This account presents Leo not as Charlemagne's superior, but as the agent of the Roman people who acclaimed Charlemagne as emperor.
Historian Henry Mayr-Harting claims that the assumption of the imperial title by Charlemagne was an effort to incorporate the Saxons into the Frankish realm, since they did not have a native tradition of kingship. However, Costambeys et al. note in The Carolingian World that "since Saxony had not been in the Roman empire it is hard to see on what basis an emperor would have been any more welcomed." These authors write that the decision to take the title of emperor was aimed at furthering Charlemagne's influence in Italy, as an appeal to traditional authority recognised by Italian elites within and (especially) outside his control.
Collins also writes that becoming emperor gave Charlemagne "the right to try to impose his rule over the whole of [Italy]", considering this a motivation for the coronation. He notes the "element of political and military risk" inherent in the affair due to the opposition of the Byzantine Empire and potential opposition from the Frankish elite, as the imperial title could draw him further into Mediterranean politics. Collins sees several of Charlemagne's actions as attempts to ensure that his new title had a distinctly-Frankish context.
Charlemagne's coronation led to a centuries-long ideological conflict between his successors and Constantinople known as the problem of two emperors, which could be seen as a rejection or usurpation of the Byzantine emperors' claim to be the universal, preeminent rulers of Christendom. Historian James Muldoon writes that Charlemagne may have had a more limited view of his role, seeing the title as representing dominion over lands he already ruled. However, the title of emperor gave Charlemagne enhanced prestige and ideological authority. He immediately incorporated his new title into documents he issued, adopting the formula "Charles, most serene augustus, crowned by God, great peaceful emperor governing the Roman empire, and who is by the mercy of God king of the Franks and the Lombards" instead of the earlier form "Charles, by the grace of God king of the Franks and Lombards and patrician of the Romans." Leo acclaimed Charlemagne as "emperor of the Romans" during the coronation, but Charlemagne never used this title. The avoidance of the specific claim of being a "Roman emperor", as opposed to the more-neutral "emperor governing the Roman empire", may have been to improve relations with the Byzantines. This formulation (with the continuation of his earlier royal titles) may also represent a view of his role as emperor as being the ruler of the people of the city of Rome, as he was of the Franks and the Lombards.
Governing the empire
Charlemagne left Italy in the summer of 801 after adjudicating several ecclesiastical disputes in Rome and experiencing an earthquake in Spoleto. He never returned to the city. Continuing trends and a ruling style established in the 790s, Charlemagne's reign from 801 onward is a "distinct phase" characterised by more sedentary rule from Aachen. Although conflict continued until the end of his reign, the relative peace of the imperial period allowed for attention on internal governance. The Franks continued to wage war, though these wars were defending and securing the empire's frontiers, and Charlemagne rarely led armies personally. A significant expansion of the Spanish March was achieved with a series of campaigns by Louis against the Emirate of Cordoba, culminating in the 801 capture of Barcelona.
The 802 Capitulare missorum generale was an expansive piece of legislation, with provisions governing the conduct of royal officials and requiring that all free men take an oath of loyalty to Charlemagne. The capitulary reformed the institution of the missi dominici, officials who would now be assigned in pairs (a cleric and a lay aristocrat) to administer justice and oversee governance in defined territories. The emperor also ordered the revision of the Lombard and Frankish legal codes.
In addition to the missi, Charlemagne also ruled parts of the empire with his sons as sub-kings. Although Pepin and Louis had some authority as kings in Italy and Aquitaine, Charlemagne had the ultimate authority and directly intervened. Charles, their elder brother, had been given lands in Neustria in 789 or 790 and made a king in 800.
The 806 charter Divisio Regnorum (Division of the Realm) set the terms of Charlemagne's succession. Charles, as his eldest son in good favour, was given the largest share of the inheritance: rule of Francia, Saxony, Nordgau, and parts of Alemannia. The two younger sons were confirmed in their kingdoms and gained additional territories; most of Bavaria and Alemmannia was given to Pepin, and Provence, Septimania, and parts of Burgundy were given to Louis. Charlemagne did not address the inheritance of the imperial title. The Divisio also provided that if any of the brothers predeceased Charlemagne, their sons would inherit their share; peace was urged among his descendants.
Conflict and diplomacy with the east
After his coronation, Charlemagne sought recognition of his imperial title from Constantinople. Several delegations were exchanged between Charlemagne and Irene in 802 and 803. According to the contemporary Byzantine chronicler Thophanes, Charlemagne made an offer of marriage to Irene which she was close to accepting. Irene was deposed and replaced by Nikephoros I, who was unwilling to recognise Charlemagne as emperor. The two empires conflicted over control of the Adriatic Sea (especially Istria and Veneto) several times during Nikephoros' reign. Charlemagne sent envoys to Constantinople in 810 to make peace, giving up his claims to Veneto. Nikephoros died in battle before the envoys could leave Constantinople but his son-in-law and successor Michael I confirmed the peace, sending his own envoys to Aachen to recognise Charlemagne as emperor. Charlemagne soon issued the first Frankish coins bearing his imperial title, although papal coins minted in Rome had used the title as early as 800.
He sent envoys and initiated diplomatic contact with the Abbasid caliph Harun al-Rashid during the 790s, due to their mutual interest in Spanish affairs. As an early sign of friendship, Charlemagne requested an elephant as a gift from Harun. Harun later provided an elephant named Abul-Abbas, which arrived at Aachen in 802. Harun also sought to undermine Charlemagne's relations with the Byzantines, with whom he was at war. As part of his outreach, Harun gave Charlemagne nominal rule of the Church of the Holy Sepulchre in Jerusalem and other gifts. According to Einhard, Charlemagne "zealously strove to make friendships with kings beyond the seas" in order "that he might get some help and relief to the Christians living under their rule." A surviving administrative document, the Basel roll, shows the work done by his agents in Palestine in furtherance of this goal.
Harun's death lead to a succession crisis and, under his successors, churches and synagogues were destroyed in the caliphate. Unable to intervene directly, Charlemagne sent specially-minted coins and arms to the eastern Christians to defend and restore their churches and monasteries. The coins with their inscriptions were also an important tool of imperial propaganda. Johannes Fried writes that deteriorating relations with Baghdad after Harun's death may have been the impetus for renewed negotiations with Constantinople which led to Charlemagne's peace with Michael in 811.
As emperor, Charlemagne became involved in a religious dispute between Eastern and Western Christians over the recitation of the Niceno-Constantinopolitan Creed, the fundamental statement of orthodox Christian belief. The original text of the creed, adopted at the Council of Constantinople, professed that the Holy Spirit proceeded from the Father. A tradition developed in Western Europe that the Holy Spirit proceeded from the Father "and the Son", inserting the Latin term filioque into the creed. The difference did not cause significant conflict until 807, when Frankish monks in Bethlehem were denounced as heretics by a Greek monk for using the filioque form. The Frankish monks appealed the dispute to Rome, where Pope Leo affirmed the text of the creed omitting the phrase and passed the report on to Charlemagne. Charlemagne summoned a council at Aachen in 809 which defended the use of filioque, and sent the decision to Rome. Leo said that the Franks could maintain their tradition, but asserted that the canonical creed did not include filioque. He commissioned two silver shields with the creed in Latin and Greek (omitting the filioque), which he hung in St. Peter's Basilica. Another product of the 809 Aachen council was the Handbook of 809, an illustrated calendrical and astronomical compendium.
Wars with the Danes
Scandinavia had been brought into contact with the Frankish world through Charlemagne's wars with the Saxons. Raids on Charlemagne's lands by the Danes began around 800. Charlemagne engaged in his final campaign in Saxony in 804, seizing Saxon territory east of the Elbe, removing its Saxon population, and giving the land to his Obotrite allies. The Danish king Gudfred, uneasy at the extension of Frankish power, offered to meet with Charlemagne to arrange peace and (possibly) hand over Saxons who had fled to him; the talks were unsuccessful.
The northern frontier was quiet until 808, when Gudfred and some allied Slavic tribes led an incursion into the Obotrite lands and extracted tribute from over half the territory. Charles the Younger led an army across the Elbe in response, but only attacked some of Gudfred's Slavic allies. Gudfred again attempted diplomatic overtures in 809, but no peace was apparently made. Danish pirates raided Frisia in 810, although it is uncertain if they were connected to Gudfred. Charlemagne sent an army to secure Frisia while he led a force against Gudfred, who had reportedly challenged the emperor to face him in battle. The battle never took place, since Gudfred was murdered by two of his own men before Charlemagne's arrival. Gudfred's nephew and successor Hemming immediately sued for peace, and a commission led by Charlemagne's cousin Wala reached a settlement with the Danes in 811. The Danes did not pose a threat for the remainder of Charlemagne's reign, but the effects of this war and their earlier expansion in Saxony helped set the stage for the intense Viking raids across Europe later in the ninth century.
Final years and death
The Carolingian dynasty experienced a number of losses in 810 and 811, when Charlemagne's sister Gisela, his daughter Rotrude, and his sons Pepin the Hunchback, Pepin of Italy, and Charles the Younger died. The deaths of Charles and Pepin of Italy left Charlemagne's earlier plans for succession in disarray. He declared Pepin of Italy's son Bernard ruler of Italy and made his own only surviving son, Louis, heir to the rest of the empire. Charlemagne also made a new will detailing the disposal of his property at his death, with bequests to the church, his children, and his grandchildren. Einhard (possibly relying on tropes from Suetonius's The Twelve Caesars) says that Charlemagne viewed the deaths of his family members, his fall from a horse, astronomical phenomena, and the collapse of part of the palace in his last years as signs of his impending death. Charlemagne continued to govern with energy during his final year, ordering bishops to assemble in five ecclesiastical councils. These culminated in a large assembly at Aachen, where Charlemagne crowned Louis as his co-emperor and Bernard as king in a ceremony on 11 September 813.
Charlemagne became ill in the autumn of 813 and spent his last months praying, fasting, and studying the gospels. He developed pleurisy, and was bedridden for seven days before dying on the morning of 28 January 814. Thegan, a biographer of Louis, records the emperor's last words as "Into your hands, Lord, I commend my spirit" (quoting from Luke 23:46). Charlemagne's body was prepared and buried in the chapel at Aachen by his daughters and palace officials that day. Louis arrived at Aachen thirty days after his father's death, making a formal adventus and taking charge of the palace and the empire. Charlemagne's remains were exhumed by Holy Roman Emperor Frederick Barbarossa in 1165, and reinterred in a new casket by Frederick II in 1215.
Legacy
Political legacy
The stability and peace of Charlemagne's reign did not long outlive him. Louis' reign was marked by strife, including a number of rebellions by his sons. After Louis' death, the empire was divided among his sons into West, East, and Middle Francia by the Treaty of Verdun. Middle Francia was divided several more times over the course of subsequent generations. Carolingians would rule – with some interruptions – in East Francia (later the Kingdom of Germany) until 911, and in West Francia (which would become France) until 987. After 887, the imperial title was held sporadically by a series of non-dynastic Italian rulers before it lapsed in 924. The East Frankish king Otto the Great conquered Italy, and was crowned emperor in 962. By this time, the eastern and western parts of Charlemagne's former empire had already developed distinct languages and cultures. Otto founded (or re-established) the Holy Roman Empire, which would last until its dissolution in 1806, during the Napoleonic Wars.
According to historian Jennifer Davis, Charlemagne "invented medieval rulership" and his influence can be seen at least into the nineteenth century. Charlemagne is often known as "the father of Europe" because of the influence of his reign and the legacy he left across the large area of the continent he ruled. The political structures he established remained in place through his Carolingian successors, and continued to exert influence into the eleventh century.
Charlemagne was an ancestor of several European ruling houses, including the Capetian dynasty, the Ottonian dynasty, the House of Luxembourg, and the House of Ivrea. The Ottonians and Capetians, direct successors of the Carolingans, drew on the legacy of Charlemagne to bolster their legitimacy and prestige; the Ottonians and their successors held their German coronations in Aachen through the Middle Ages. The marriage of Philip II of France to Isabella of Hainault (a direct descendant of Charlemagne) was seen as a sign of increased legitimacy for their son, Louis VIII, and the French kings' association with Charlemagne's legacy was stressed until the monarchy's end. German and French rulers, such as Frederick Barbarossa and Napoleon, cited the influence of Charlemagne and associated themselves with him. In fact, both German and French monarchs considered themselves as successors of Charlemagne, enumerating him as "Charles I" in their regnal lists.
The city of Aachen has, since 1949, awarded an international prize (the Karlspreis der Stadt Aachen) in honour of Charlemagne. It is awarded annually to those who promote European unity. Recipients of the prize include Richard von Coudenhove-Kalergi (founder of the pan-European movement), Alcide De Gasperi, and Winston Churchill.
Carolingian Renaissance
Contacts with the wider Mediterranean world through Spain and Italy, the influx of foreign scholars at court, and the relative stability and length of Charlemagne's reign led to a cultural revival known as the Carolingian Renaissance. Although the beginnings of this revival can be seen under his predecessors, Charles Martel and Pepin, Charlemagne took an active and direct role in shaping intellectual life which led to the revival's zenith. Charlemagne promoted learning as a matter of policy and direct patronage, with the aim of creating a more effective clergy. The Admonitio generalis and Epistola de litteris colendis outlined his policies and aims for education.
Intellectual life at court was dominated by Irish, Anglo-Saxon, Visigothic and Italian scholars, including Dungal of Bobbio, Alcuin of York, Theodulf of Orléans, and Peter of Pisa; Franks such as Einhard and Angelbert also made substantial contributions. Aside from the intellectual activity at the palace, Charlemagne promoted ecclesiastical schools and publicly funded schools for the children of the elite and future clergy. Students learned basic Latin literacy and grammar, arithmetic, and other subjects of the medieval liberal arts. From their education, it was expected that even rural priests could provide their parishioners with basic instruction in religious matters and (possibly) the literacy required for worship. Latin was standardised and its use brought into territories well beyond the former Roman Empire, forming a second language community of speakers and writers and sustaining Latin creativity in the Middle Ages.
Carolingian authors produced extensive works, including legal treatises, histories, poetry, and religious texts. Scriptoria in monasteries and cathedrals focused on copying new and old works, producing an estimated 90,000 manuscripts during the ninth century. The Carolingian minuscule script was developed and popularised in medieval copying, influencing Renaissance and modern typefaces. Scholar John J. Contreni considers the educational and learning revival under Charlemagne and his successors "one of the most durable and resilient elements of the Carolingian legacy".
Memory and historiography
Charlemagne was a frequent subject of, and inspiration for, medieval writers after his death. Einhard's Vita Karoli Magni, according to Johannes Fired, "can be said to have revived the defunct literary genre of the secular biography." Einhard drew on classical sources, such as Suetonius' The Twelve Caesars, the orations of Cicero, and Tacitus' Agricola to frame his work's structure and style. The Carolingian period also saw a revival of the mirrors for princes genre. The author of the Latin poem Visio Karoli Magni, written c. 865, uses facts (apparently from Einhard) and his own observations on the decline of Charlemagne's family after their civil wars later in the ninth century as the bases of a visionary tale about Charles meeting a prophetic spectre in a dream. Notker's Gesta Karoli Magni, written for Charlemagne's great-grandson Charles the Fat, presents moral anecdotes (exempla) to highlight the emperor's qualities as a ruler.
Charlemagne, as a figure of myth and emulation, grew over the centuries; Matthias Becher writes that over 1,000 legends are recorded about him, far outstripping subsequent emperors and kings. Later medieval writers depicted Charlemagne as a crusader and Christian warrior. Charlemagne is the main figure of the medieval literary cycle known as the Matter of France. Works in this cycle, which originated during the Crusades, centre on characterizations of the emperor as a leader of Christian knights in wars against Muslims. The cycle includes chansons de geste (epic poems) such as the Song of Roland and chronicles such as the Historia Caroli Magni, also known as the (Pseudo-)Turpin Chronicle. Charlemagne was depicted as one of the Nine Worthies, a fixture in medieval literature and art as an exemplar of a Christian king. Despite his central role in these legends, author Thomas Bulfinch noted that "romancers represent him as often weak and passionate, the victim of treacherous counsellors, and at the mercy of turbulent barons, on whose prowess he depends for the maintenance of his throne."
Attention to Charlemagne became more scholarly in the early modern period as Eindhard's Vita and other sources began to be published. Political philosophers debated his legacy; Montesquieu viewed him as the first constitutional monarch and protector of freemen, but Voltaire saw him as a despotic ruler and representative of the medieval period as a Dark Age. As early as the sixteenth century, debate between German and French writers began about Charlemagne's "nationality". These contrasting portraits—a French Charlemagne versus a German Karl der Große—became especially pronounced during the nineteenth century with Napoleon's use of Charlemagne's legacy and the rise of German nationalism. German historiography and popular perception focused on the Massacre of Verden, emphasized with Charlemagne as the "butcher" of the Germanic Saxons or downplayed as an unfortunate part of the legacy of a great German ruler. Propaganda in Nazi Germany initially portrayed Charlemagne as an enemy of Germany, a French ruler who worked to take away the freedom and native religion of the German people. This quickly shifted as Adolf Hitler endorsed a portrait of Charlemagne as a great unifier of disparate German tribes into a common nation, allowing Hitler to co-opt Charlemagne's legacy as an ideological model for his expansionist policies.
Historiography after World War II focused on Charlemagne as "the father of Europe" rather than a nationalistic figure, a view first advanced during the nineteenth century by German romantic philosopher Friedrich Schlegel. This view has led to Charlemagne's adoption as a political symbol of European integration. Modern historians increasingly place Charlemagne in the context of the wider Mediterranean world, following the work of Henri Pirenne.
Religious influence and veneration
Charlemagne gave much attention to religious and ecclesiastical affairs, holding 23 synods during his reign. His synods were called to address specific issues at particular times, but generally dealt with church administration and organization, education of the clergy, and the proper forms of liturgy and worship. Charlemagne used the Christian faith as a unifying factor in the realm and, in turn, worked to impose unity on the church. He implemented an edited version of the Dionysio-Hadriana book of canon law acquired from Pope Adrian, required use of the Rule of St. Benedict in monasteries throughout the empire, and promoted a standardised liturgy adapted from the rites of the Roman Church to conform with Frankish practices. Carolingian policies promoting unity did not eliminate the diverse practices throughout the empire, but created a shared ecclesiastical identity—according to Rosamond McKitterick, "unison, not unity."
The condition of all his subjects as a "Christian people" was an important concern. Charlemagne's policies encouraged preaching to the laity, particularly in vernacular languages they would understand. He believed it essential to be able to recite the Lord's Prayer and the Apostles' Creed, and made efforts to ensure that the clergy taught them and other basics of Christian morality.
Thomas F. X. Noble writes that the efforts of Charlemagne and his successors to standardise Christian doctrine and practices and harmonise Frankish practices were essential steps in the development of Christianity in Europe, and the Roman Catholic or Latin Church "as a historical phenomenon, not as a theological or ecclesiological one, is a Carolingian construction." He says that the medieval European concept of Christendom as an overarching community of Western Christians, rather than a collection of local traditions, is the result of Carolingian policies and ideology. Charlemagne's doctrinal policies promoting the use of filioque and opposing the Second Council of Nicea were key steps in the growing divide between Western and Eastern Christianity.
Emperor Otto II attempted to have Charlemagne canonised in 1000. In 1165, Frederick Barbarossa persuaded Antipope Paschal III to elevate Charlemagne to sainthood. Since Paschal's acts were not considered valid, Charlemagne was not recognised as a saint by the Holy See. Despite this lack of official recognition, his cult was observed in Aachen, Reims, Frankfurt, Zurich and Regensburg, and he has been venerated in France since the reign of Charles V.
Charlemagne also drew attention from figures of the Protestant Reformation, with Martin Luther criticising his apparent subjugation to the papacy by accepting his coronation from Leo. John Calvin and other Protestant thinkers viewed him as a forerunner of the Reformation, however, noting the Libri Carolini's condemnation of the worship of images and relics and conflicts by Charlemagne and his successors with the temporal power of the popes.
Wives, concubines, and children
Charlemagne had at least twenty children with his wives and other partners. After the death of his wife Luitgard in 800, he did not remarry but had children with unmarried partners. He was determined that all his children, including his daughters, should receive an education in the liberal arts. His children were taught in accordance with their aristocratic status, which included training in riding and weaponry for his sons and embroidery, spinning and weaving for his daughters.
Rosamond McKitterick writes that Charlemagne exercised "a remarkable degree of patriarchal control ... over his progeny," noting that only a handful of his children and grandchildren were raised outside his court. Pepin of Italy and Louis reigned as kings from childhood and lived at their courts. Careers in the church were arranged for his illegitimate sons. His daughters were resident at court or at Chelles Abbey (where Charlemagne's sister was abbess), and those at court may have fulfilled the duties of queen after 800.
Louis and Pepin of Italy married and had children during their father's lifetime, and Charlemagne brought Pepin's daughters into his household after Pepin's death. Rotrude had been betrothed to Emperor Constantine VI, but the betrothal was ended. None of Charlemagne's daughters married, although several had children with unmarried partners. Bertha had two sons, Nithard and Hartnid, with Charlemagne's courtier Angilbert; Rotrude had a son named Louis, possibly with Count Rorgon; and Hiltrude had a son named Richbod, possibly with a count named Richwin. The Divisio Regnorum issued by Charlemagne in 806 provided that his legitimate daughters be allowed to marry or become nuns after his death. Theodrada entered a convent, but the decisions of his other daughters are unknown.
Appearance and iconography
Einhard gives a first-hand description of Charlemagne's appearance later in life:
He was heavily built, sturdy, and of considerable stature, although not exceptionally so, since his height was seven times the length of his own foot. He had a round head, large and lively eyes, a slightly larger nose than usual, white but still attractive hair, a bright and cheerful expression, a short and fat neck, and he enjoyed good health, except for the fevers that affected him in the last few years of his life.
Charlemagne's tomb was opened in 1861 by scientists who reconstructed his skeleton and measured it at 1.92 metres (6 ft 4 in) in length, roughly equivalent to Einhard's seven feet. A 2010 estimate of his height from an X-ray and CT scan of his tibia was 1.84 metres (6 ft 0 in); this puts him in the 99th percentile of height for his period, given that average male height of his time was 1.69 metres (5 ft 7 in). The width of the bone suggested that he was slim.
Charlemagne wore his hair short, abandoning the Merovingian tradition of long-haired monarchs. He had a moustache (possibly imitating the Ostrogothic king Theoderic the Great), in contrast with the bearded Merovingian kings; future Carolingian monarchs would adopt this style. Paul Dutton notes the ubiquitous crown in portraits of Charlemagne and other Carolingian rulers, replacing the earlier Merovingian long hair. A ninth-century statuette depicts Charlemagne or his grandson, Charles the Bald and shows the subject as moustachioed with short hair; this also appears on contemporary coinage.
By the twelfth century, Charlemagne was described as bearded rather than moustachioed in literary sources such as the Song of Roland, the Pseudo-Turpin Chronicle, and other works in Latin, French, and German. The Pseudo-Turpin uniquely says that his hair was brown. Later art and iconography of Charlemagne followed suit, generally depicting him in a later medieval style as bearded with longer hair.
Notes
References
Citations
Works cited
Further reading
Primary sources in English translation
Secondary works
External links
The Making of Charlemagne's Europe (freely available database of prosopographical and socio-economic data from legal documents dating to Charlemagne's reign, produced by King's College London)
Internet Medieval Sourcebook, a collection of primary sources of Charlemagne's reign edited by Paul Halsall of Fordham University
Einhard. "Vita Karoli Magni". Medieval Latin (in Latin). The Latin Library.
Works by or about Charlemagne at the Internet Archive
An interactive map of Charlemagne's travels |
Miasma_theory | https://en.wikipedia.org/wiki/Miasma_theory | [
819
] | [
"https://en.wikipedia.org/wiki/Miasma_theory#"
] | The miasma theory (also called the miasmic theory) is an abandoned medical theory that held that diseases—such as cholera, chlamydia, or the Black Death—were caused by a miasma (μίασμα, Ancient Greek for 'pollution'), a noxious form of "bad air", also known as night air. The theory held that epidemics were caused by miasma, emanating from rotting organic matter. Though miasma theory is typically associated with the spread of contagious diseases, some academics in the early nineteenth century suggested that the theory extended to other conditions as well, e.g. one could become obese by inhaling the odor of food.
The miasma theory was advanced by Hippocrates in the fourth century B.C., and accepted from ancient times in Europe and China. The theory was eventually abandoned by scientists and physicians after 1880, replaced by the germ theory of disease: specific germs, not miasma, caused specific diseases. However, cultural beliefs about getting rid of odor made the clean-up of waste a high priority for cities. It also encouraged the construction of well-ventilated hospital facilities, schools and other buildings.
Etymology
The word miasma comes from ancient Greek and though conceptually, there is no word in English that has the same exact meaning, it can be loosely translated as 'stain' or 'pollution'.
The idea later gave rise to the name malaria (literally 'bad air' in Medieval Italian).
Views worldwide
Miasma was considered to be a poisonous vapor or mist filled with particles from decomposed matter (miasmata) that caused illnesses. The miasmatic position was that diseases were the product of environmental factors such as contaminated water, foul air, and poor hygienic conditions. Such infection was not passed between individuals but would affect individuals within the locale that gave rise to such vapors. It was identifiable by its foul smell. It was also initially believed that miasmas were propagated through worms from ulcers within those affected by a plague.
Europe
In the fifth or fourth century BC, Hippocrates wrote about the effects of the environs over the human diseases:
Whoever wishes to investigate medicine properly, should proceed thus: in the first place to consider the seasons of the year, and what effects each of them produces for they are not at all alike, but differ much from themselves in regard to their changes. Then the winds, the hot and the cold, especially such as are common to all countries, and then such as are peculiar to each locality. We must also consider the qualities of the waters, for as they differ from one another in taste and weight, so also do they differ much in their qualities. In the same manner, when one comes into a city to which he is a stranger, he ought to consider its situation, how it lies as to the winds and the rising of the sun; for its influence is not the same whether it lies to the north or the south, to the rising or to the setting sun. These things one ought to consider most attentively, and concerning the waters which the inhabitants use, whether they be marshy and soft, or hard, and running from elevated and rocky situations, and then if saltish and unfit for cooking; and the ground, whether it be naked and deficient in water, or wooded and well watered, and whether it lies in a hollow, confined situation, or is elevated and cold; and the mode in which the inhabitants live, and what are their pursuits, whether they are fond of drinking and eating to excess, and given to indolence, or are fond of exercise and labor, and not given to excess in eating and drinking.
In the 1st century BC, the Roman architectural writer Vitruvius described the potential effects of miasma (Latin nebula) from fetid swamplands when visiting a city:
For when the morning breezes blow toward the town at sunrise, if they bring with them mist from marshes and, mingled with the mist, the poisonous breath of creatures of the marshes to be wafted into the bodies of the inhabitants, they will make the site unhealthy.
The miasmatic theory of disease remained popular in the Middle Ages and a sense of effluvia contributed to Robert Boyle's Suspicions about the Hidden Realities of the Air.
In the 1850s, miasma was used to explain the spread of cholera in London and in Paris, partly justifying Haussmann's later renovation of the French capital. The disease was said to be preventable by cleansing and scouring of the body and items. Dr. William Farr, the assistant commissioner for the 1851 London census, was an important supporter of the miasma theory. He believed that cholera was transmitted by air, and that there was a deadly concentration of miasmata near the River Thames' banks. Such a belief was in part accepted because of the general lack of air quality in urbanized areas. The wide acceptance of miasma theory during the cholera outbreaks overshadowed the partially correct theory brought forth by John Snow that cholera was spread through water. This slowed the response to the major outbreaks in the Soho district of London and other areas. The Crimean War nurse Florence Nightingale (1820–1910) was a proponent of the theory and worked to make hospitals sanitary and fresh-smelling. It was stated in 'Notes on Nursing for the Labouring Classes' (1860) that Nightingale would "keep the air [the patient] breathes as pure as the external air."
Fear of miasma registered in many early nineteenth-century warnings concerning what was termed "unhealthy fog". The presence of fog was thought to strongly indicate the presence of miasma. The miasmas were thought to behave like smoke or mist, blown with air currents, wafted by winds. It was thought that miasma did not simply travel on air but changed the air through which it propagated; the atmosphere was infected by miasma, as diseased people were.
China
In China, miasma (Chinese: 瘴氣; pinyin: Zhàngqì; alternative names 瘴毒, 瘴癘) is an old concept of illness, used extensively by ancient Chinese local chronicles and works of literature. Miasma has different names in Chinese culture. Most of the explanations of miasma refer to it as a kind of sickness, or poison gas.
The ancient Chinese thought that miasma was related to the environment of parts of Southern China. The miasma was thought to be caused by the heat, moisture and the dead air in the Southern Chinese mountains. They thought that insects' waste polluted the air, the fog, and the water, and the virgin forest harbored a great environment for miasma to occur.
In descriptions by ancient travelers, soldiers, or local officials (most of them are men of letters) of the phenomenon of miasma, fog, haze, dust, gas, or poison geological gassing were always mentioned. The miasma was thought to have caused a lot of diseases such as the cold, influenza, heat strokes, malaria, or dysentery. In the medical history of China, malaria had been referred to by different names in different dynasty periods. Poisoning and psittacosis were also called miasma in ancient China because they did not accurately understand the cause of disease.
In the Sui dynasty (581–618 CE), doctor Chao Yuanfang mentioned miasma in his book On Pathogen and Syndromes (諸病源候論). He thought that miasma in Southern China was similar to typhoid fever in Northern China. However, in his opinion, miasma was different from malaria and dysentery. In his book, he discussed dysentery in another chapter, and malaria in a single chapter. He also claimed that miasma caused various diseases, so he suggested that one should find apt and specific ways to resolve problems.
The concept of miasma developed in several stages. First, before the Western Jin dynasty, the concept of miasma was gradually forming; at least, in the Eastern Han dynasty, there was no description of miasma. During the Eastern Jin, large numbers of northern people moved south, and miasma was then recognized by men of letters and nobility. After the Sui and the Tang dynasty, scholars-bureaucrats sent to be the local officials recorded and investigated miasma. As a result, the government became concerned about the severe cases and the causes of miasma by sending doctors to the areas of epidemic to research the disease and heal the patients. In the Ming dynasty and Qing dynasty, versions of local chronicles record different miasma in different places.
However, Southern China was highly developed in the Ming and Qing dynasties. The environment changed rapidly, and after the 19th century, western science and medical knowledge were introduced into China, and people knew how to distinguish and deal with the disease. The concept of miasma therefore faded out due to the progress of medicine in China.
Influence in Southern China
The terrifying miasma diseases in the southern regions of China made it the primary location for relegating officials and sending criminals to exile since the Qin-Han dynasty. Poet Han Yu (韓愈) of the Tang dynasty, for example, wrote to his nephew who came to see him off after his banishment to the Chao Prefecture in his poem, En Route (左遷至藍關示姪孫湘):
At dawn I sent a single warning to the throne of the Nine Steps;
At evening I was banished to Chao Yang, eight thousand leagues.
Striving on behalf of a noble dynasty to expel an ignoble government,
How should I, withered and worn, deplore my future lot?
The clouds gather on Ch'in Mountains, I cannot see my home;
The snow bars the passes of Lan, my horse cannot go forward.
But I know that you will come from afar, to fulfil your set purpose,
And lovingly gather my bones, on the banks of that plague-stricken river.
The prevalent belief and predominant fear of the southern region with its "poisonous air and gases" is evident in historical documents.
Similar topics and feelings toward the miasma-infected south are often reflected in early Chinese poetry and records. Most scholars of the time agreed that the geological environments in the south had a direct impact on the population composition and growth. Many historical records reflect that females were less prone to miasma infection, and mortality rates were much higher in the south, especially for the men. This directly influenced agriculture cultivation and the southern economy, as men were the engine of agriculture production. Zhou Qufei (周去非), a local magistrate from the Southern Song dynasty, described in his treatise Representative Answers from the South: "... The men are short and tan, while the women were plump and seldom came down with illness," and exclaimed at the populous female population in the Guangxi region.
This inherent environmental threat also prevented immigration from other regions. Hence, development in the damp and sultry south was much slower than in the north, where the dynasties' political power resided for much of early Chinese history.
India
In India, there was also a miasma theory. Gambir was considered the first antimiasmatic application. This gambir tree is found in Southern India and Sri Lanka.
Developments from 19th century onwards
Zymotic theory
Based on zymotic theory, people believed vapors called miasmata (singular: miasma) rose from the soil and spread diseases. Miasmata were believed to come from rotting vegetation and foul water—especially in swamps and urban ghettos.
Many people, especially the weak or infirm, avoided breathing night air by going indoors and keeping windows and doors shut. In addition to ideas associated with zymotic theory, there was also a general fear that cold or cool air spread disease. The fear of night air gradually disappeared as understanding about disease increased as well as with improvements in home heating and ventilation. Particularly important was the understanding that the agent spreading malaria was the mosquito (active at night) rather than miasmata.
Contagionism versus miasmatism
Prior to the late 19th century, night air was considered dangerous in most Western cultures. Throughout the 19th century, the medical community was divided on the explanation for disease proliferation. On one side were the contagionists, believing disease was passed through physical contact, while others believed disease was present in the air in the form of miasma, and thus could proliferate without physical contact. Two members of the latter group were Dr. Thomas S. Smith and Florence Nightingale.
Thomas Southwood Smith spent many years comparing the miasmatic theory to contagionism.
To assume the method of propagation by touch, whether by the person or of infected articles, and to overlook that by the corruption of the air, is at once to increase the real danger, from exposure to noxious effluvia, and to divert attention from the true means of remedy and prevention.
Florence Nightingale:
The idea of "contagion", as explaining the spread of disease, appears to have been adopted at a time when, from the neglect of sanitary arrangements, epidemics attacked whole masses of people, and when men had ceased to consider that nature had any laws for her guidance. Beginning with the poets and historians, the word finally made its way into scientific nomenclature, where it has remained ever since [...] a satisfactory explanation for pestilence and an adequate excuse for non-exertion to prevent its recurrence.
The current germ theory accounts for disease proliferation by both direct and indirect physical contact.
Influence on sanitary engineering reforms
In the early 19th century, the living conditions in industrialized cities in Britain were increasingly unsanitary. The population was growing at a much faster rate than the infrastructure could support. For example, the population of Manchester doubled within a single decade, leading to overcrowding and a significant increase in waste accumulation. The miasma theory of disease made sense to the sanitary reformers of the mid-19th century. Miasmas explained why cholera and other diseases were epidemic in places where the water was stagnant and foul-smelling. A leading sanitary reformer, London's Edwin Chadwick, asserted that "all smell is disease", and maintained that a fundamental change in the structure of sanitation systems was needed to combat increasing urban mortality rates.
Chadwick saw the problem of cholera and typhoid epidemics as being directly related to urbanization, and he proposed that new, independent sewerage systems should be connected to homes. Chadwick supported his proposal with reports from the London Statistical Society which showed dramatic increases in both morbidity and mortality rates since the beginning of urbanization in the early 19th century. Though Chadwick proposed reform on the basis of the miasma theory, his proposals did contribute to improvements in sanitation, such as preventing the reflux of noxious air from sewers back into houses by using separate drainage systems in the design of sanitation. That led, incidentally, to decreased outbreaks of cholera and thus helped to support the theory.
The miasma theory was consistent with the observation that disease was associated with poor sanitation, and hence foul odours, and that sanitary improvements reduced disease. However, it was inconsistent with the findings arising from microbiology and bacteriology in the later 19th century, which eventually led to the adoption of the germ theory of disease, although consensus was not reached immediately. Concerns over sewer gas, which was a major component of the miasma theory developed by Galen, and brought to prominence by the "Great Stink" in London in the summer of 1858, led proponents of the theory to observe that sewers enclosed the refuse of the human bowel, which medical science had discovered could teem with typhoid, cholera, and other microbes.
In 1846, the Nuisances Removal and Diseases Prevention Act was passed to identify whether the transmission of cholera was by air or by water. The act was used to encourage owners to clean their dwellings and connect them to sewers.
Even though eventually disproved by the understanding of bacteria and the discovery of viruses, the miasma theory helped establish the connection between poor sanitation and disease. That encouraged cleanliness and spurred public health reforms which, in Britain, led to the Public Health Acts of 1848 and 1858, and the Local Government Act of 1858. The latter of those enabled the instituting of investigations into the health and sanitary regulations of any town or place, upon the petition of residents or as a result of death rates exceeding the norm. Early medical and sanitary engineering reformers included Henry Austin, Joseph Bazalgette, Edwin Chadwick, Frank Forster, Thomas Hawksley, William Haywood, Henry Letheby, Robert Rawlinson, John Simon, John Snow and Thomas Wicksteed. Their efforts, and associated British regulatory improvements, were reported in the United States as early as 1865.
Particularly notable in 19th century sanitation reform is the work of Joseph Bazalgette, chief engineer to London's Metropolitan Board of Works. Encouraged by the Great Stink, Parliament sanctioned Bazalgette to design and construct a comprehensive system of sewers, which intercepted London's sewage and diverted it away from its water supply. The system helped purify London's water and saved the city from epidemics. In 1866, the last of the three great British cholera
epidemics took hold in a small area of Whitechapel. However, the area was not yet connected to Bazalgette's system, and the confined area of the epidemic acted as testament to the efficiency of the system's design.
Years later, the influence of those sanitary reforms on Britain was described by Richard Rogers:
London was the first city to create a complex civic administration which could coordinate modern urban services, from public transport to housing, clean water to education. London's County Council was acknowledged as the most progressive metropolitan government in the world. Fifty years earlier, London had been the worst slum city of the industrialized world: over-crowded, congested, polluted and ridden with disease...
The miasma theory did contribute to containing disease in urban settlements, but did not allow the adoption of a suitable approach to the reuse of excreta in agriculture. It was a major factor in the practice of collecting human excreta from urban settlements and reusing them in the surrounding farmland. That type of resource recovery scheme was common in major cities in the 19th century before the introduction of sewer-based sanitation systems. Nowadays, the reuse of excreta, when done in a hygienic manner, is known as ecological sanitation, and is promoted as a way of "closing the loop".
Throughout the 19th century, concern about public health and sanitation, along with the influence of the miasma theory, were reasons for the advocacy of the then-controversial practice of cremation. If infectious diseases were spread by noxious gases emitted from decaying organic matter, that included decaying corpses. The public health argument for cremation faded with the eclipsing of the miasma theory of disease.
Replacement by germ theory
Although the connection between germ and disease was proposed quite early, it was not until the late 1800s that the germ theory was generally accepted. The miasmatic theory was challenged by John Snow, suggesting that there was some means by which the disease was spread via a poison or morbid material (orig: materies morbi) in the water. He suggested this before and in response to a cholera epidemic on Broad Street in central London in 1854. Because of the miasmatic theory's predominance among Italian scientists, the discovery in the same year by Filippo Pacini of the bacillus that caused the disease was completely ignored. It was not until 1876 that Robert Koch proved that the bacterium Bacillus anthracis caused anthrax, which brought a definitive end to miasma theory.
1854 Broad Street cholera outbreak
The work of John Snow is notable for helping to make the connection between cholera and typhoid epidemics and contaminated water sources, which contributed to the eventual demise of miasma theory. During the cholera epidemic of 1854, Snow traced high mortality rates among the citizens of Soho to a water pump in Broad Street. Snow convinced the local government to remove the pump handle, which resulted in a marked decrease in cases of cholera in the area. In 1857, Snow submitted a paper to the British Medical Journal which attributed high numbers of cholera cases to water sources that were contaminated with human waste. Snow used statistical data to show that citizens who received their water from upstream sources were considerably less likely to develop cholera than those who received their water from downstream sources. Though his research supported his hypothesis that contaminated water, not foul air, was the source of cholera
epidemics, a review committee concluded that Snow's findings were not significant enough to warrant change, and they were summarily dismissed. Additionally, other interests intervened in the process of reform. Many water companies and civic authorities pumped water directly from contaminated sources such as the Thames to public wells, and the idea of changing sources or implementing filtration techniques was an unattractive economic prospect. In the face of such economic interests, reform was slow to be adopted.
In 1855, John Snow made a testimony against the Amendment to the "Nuisances Removal and Diseases Prevention Act" that regularized air pollution of some industries. He claimed that:
That is possible; but I believe that the poison of the cholera is either swallowed in water, or got directly from some other person in the family, or in the room; I believe it is quite an exception for it to be conveyed in the air; though if the matter gets dry it may be wafted a short distance.
The same year, William Farr, who was then the major supporter of the miasma theory, issued a report to criticize the germ theory. Farr and the Committee wrote that:
After careful inquiry, we see no reason to adopt this belief. We do not feel it established that the water was contaminated in the manner alleged; nor is there before us any sufficient evidence to show whether inhabitants of that district, drinking from that well, suffered in proportion more than other inhabitants of the district who drank from other sources.
Experiments by Louis Pasteur
The more formal experiments on the relationship between germ and disease were conducted by Louis Pasteur between 1860 and 1864. He discovered the pathology of the puerperal fever and the pyogenic vibrio in the blood, and suggested using boric acid to kill these microorganisms before and after confinement.
By 1866, eight years after the death of John Snow, William Farr publicly acknowledged that the miasma theory on the transmission of cholera was wrong, by his statistical justification on the death rate.
Anthrax
Robert Koch is widely known for his work with anthrax, discovering the causative agent of the fatal disease to be Bacillus anthracis. He published the discovery in a booklet as Die Ätiologie der Milzbrand-Krankheit, Begründet auf die Entwicklungsgeschichte des Bacillus Anthracis (The Etiology of Anthrax Disease, Based on the Developmental History of Bacillus Anthracis) in 1876 while working in Wöllstein. His publication in 1877 on the structure of anthrax bacterium marked the first photography of a bacterium. He discovered the formation of spores in anthrax bacteria, which could remain dormant under specific conditions. However, under optimal conditions, the spores were activated and caused disease. To determine this causative agent, he dry-fixed bacterial cultures onto glass slides, used dyes to stain the cultures, and observed them through a microscope. His work with anthrax is notable in that he was the first to link a specific microorganism with a specific disease, rejecting the idea of spontaneous generation and supporting the germ theory of disease.
See also
Germ theory of disease
Airborne disease
Homeopathy
Aromatherapy
Indoor air quality
References
Further reading
Beasley, Brett (September 30, 2015). "Bad Air: Pollution, Sin, and Science Fiction in William Delisle Hay's The Doom of the Great City (1880)". The Public Domain Review. 5 (18).
Sterner, Carl S. (2007). "A Brief History of Miasmic Theory" (PDF). Bulletin of the History of Medicine. 22 (1948): 747.
Thorsheim, Peter (2006). Inventing Pollution: Coal, Smoke, and Culture in Britain since 1800. Ohio University Press. ISBN 978-0-8214-1681-5.
External links
Prevailing theories before the germ theory
Cholera theories
Term definition |
John_Snow | https://en.wikipedia.org/wiki/John_Snow | [
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"https://en.wikipedia.org/wiki/John_Snow#"
] | John Snow (15 March 1813 – 16 June 1858) was an English physician and a leader in the development of anaesthesia and medical hygiene. He is considered one of the founders of modern epidemiology and early germ theory, in part because of his work in tracing the source of a cholera outbreak in London's Soho, which he identified as a particular public water pump. Snow's findings inspired fundamental changes in the water and waste systems of London, which led to similar changes in other cities, and a significant improvement in general public health around the world.
Early life and education
Snow was born on 15 March 1813 in York, England, the first of nine children born to William and Frances Snow in their North Street home, and was baptised at All Saints' Church, North Street, York. His father was a labourer who worked at a local coal yard, by the Ouse, constantly replenished from the Yorkshire coalfield by barges, but later was a farmer in a small village to the north of York.
The neighbourhood was one of the poorest in the city, and was frequently in danger of flooding because of its proximity to the River Ouse. Growing up, Snow experienced unsanitary conditions and contamination in his hometown. Most of the streets were unsanitary and the river was contaminated by runoff water from market squares, cemeteries and sewage.
From a young age, Snow demonstrated an aptitude for mathematics. In 1827, when he was 14, he obtained a medical apprenticeship with William Hardcastle in the area of Newcastle-upon-Tyne. In 1832, during his time as a surgeon-apothecary apprentice, he encountered a cholera epidemic for the first time in Killingworth, a coal-mining village. Snow treated many victims of the disease and thus gained experience. Eventually he adjusted to teetotalism and led a life characterized by abstinence, signing an abstinence pledge in 1835. Snow was also a vegetarian and tried to only drink distilled water that was "pure". Between 1832 and 1835 Snow worked as an assistant to a colliery surgeon, first in Burnopfield, County Durham, and then in Pateley Bridge, West Riding of Yorkshire. In October 1836 he enrolled at the Hunterian school of medicine on Great Windmill Street, London.
Career
In the 1830s, Snow's colleague at the Newcastle Infirmary was surgeon Thomas Michael Greenhow. The surgeons worked together conducting research on England's cholera epidemics, both continuing to do so for many years.
In 1837, Snow began working at the Westminster Hospital. Admitted as a member of the Royal College of Surgeons of England on 2 May 1838, he graduated from the University of London in December 1844 and was admitted to the Royal College of Physicians in 1850. Snow was a founding member of the Epidemiological Society of London which was formed in May 1850 in response to the cholera outbreak of 1849. By 1856, Snow and Greenhow's nephew, Dr. E.H. Greenhow were some of a handful of esteemed medical men of the society who held discussions on this "dreadful scourge, the cholera".
After finishing his medical studies in the University of London, he earned his MD in 1844. Snow set up his practice at 54 Frith Street in Soho as a surgeon and general practitioner. John Snow contributed to a wide range of medical concerns including anaesthesiology. He was a member of the Westminster Medical Society, an organisation dedicated to clinical and scientific demonstrations. Snow gained prestige and recognition all the while being able to experiment and pursue many of his scientific ideas. He was a speaker multiple times at the society's meetings and he also wrote and published articles. He was especially interested in patients with respiratory diseases and tested his hypothesis through animal studies. In 1841, he wrote, On Asphyxiation, and on the Resuscitation of Still-Born Children, which is an article that discusses his discoveries on the physiology of neonatal respiration, oxygen consumption and the effects of body temperature change.
In 1857, Snow made an early and often overlooked contribution to epidemiology in a pamphlet, On the adulteration of bread as a cause of rickets.
Anaesthesia
Snow's interest in anaesthesia and breathing was evident from 1841 and beginning in 1843, he experimented with ether to see its effects on respiration. Only a year after ether was introduced to Britain, in 1847, he published a short work titled, On the Inhalation of the Vapor of Ether, which served as a guide for its use. At the same time, he worked on various papers that reported his clinical experience with anaesthesia, noting reactions, procedures and experiments. Within two years of ether being introduced, Snow was the most accomplished anaesthetist in Britain. London's principal surgeons suddenly wanted his assistance.
As well as ether, John Snow studied chloroform, which was introduced in 1847 by James Young Simpson, a Scottish obstetrician. He realised that chloroform was much more potent and required more attention and precision when administering it. Snow first realised this with Hannah Greener, a 15-year-old patient who died on 28 January 1848 after a surgical procedure that required the cutting of her toenail. She was administered chloroform by covering her face with a cloth dipped in the substance. However, she quickly lost pulse and died. After investigating her death and a couple of deaths that followed, he realized that chloroform had to be administered carefully and published his findings in a letter to The Lancet.
John Snow was one of the first physicians to study and calculate dosages for the use of ether and chloroform as surgical anaesthetics, allowing patients to undergo surgical and obstetric procedures without the distress and pain they would otherwise experience. He designed the apparatus to safely administer ether to the patients and also designed a mask to administer chloroform. Snow published an article on ether in 1847 entitled On the Inhalation of the Vapor of Ether. A longer version entitled On Chloroform and Other Anaesthetics and Their Action and Administration was published posthumously in 1858.
Although he thoroughly worked with ether as an anaesthetic, he never attempted to patent it; instead, he continued to work and publish written works on his observations and research.
Obstetric anaesthesia
Snow's work and findings were related to both anaesthesia and the practice of childbirth. His experience with obstetric patients was extensive and used different substances including ether, amylene and chloroform to treat his patients. However, chloroform was the easiest drug to administer. He treated 77 obstetric patients with chloroform. He would apply the chloroform at the second stage of labour and controlled the amount without completely putting the patients to sleep. Once the patient was delivering the baby, they would only feel the first half of the contraction and be on the border of unconsciousness, but not fully there. Regarding administration of the anaesthetic, Snow believed that it would be safer if another person that was not the surgeon applied it.
The use of chloroform as an anaesthetic for childbirth was seen as unethical by many physicians and even the Church of England. However, on 7 April 1853, Queen Victoria asked John Snow to administer chloroform during the delivery of her eighth child, Leopold. He then repeated the procedure for the delivery of her daughter Beatrice in 1857. This led to wider acceptance of obstetrical anaesthesia.
Cholera
Snow was a skeptic of the then-dominant miasma theory that stated that diseases such as cholera and bubonic plague were caused by pollution or a noxious form of "bad air". The germ theory of disease had not yet been developed, so Snow did not understand the mechanism by which the disease was transmitted. His observation of the evidence led him to discount the theory of foul air. He first published his theory in an 1849 essay, On the Mode of Communication of Cholera, followed by a more detailed treatise in 1855 incorporating the results of his investigation of the role of the water supply in the Soho epidemic of 1854.
By talking to local residents (with the help of Henry Whitehead), he identified the source of the outbreak as the public water pump on Broad Street (now Broadwick Street). Although Snow's chemical and microscope examination of a water sample from the Broad Street pump did not conclusively prove its danger, his studies of the pattern of the disease were convincing enough to persuade the local council to disable the well pump by removing its handle (force rod). This action has been commonly credited as ending the outbreak, but Snow observed that the epidemic may have already been in rapid decline:
There is no doubt that the mortality was much diminished, as I said before, by the flight of the population, which commenced soon after the outbreak; but the attacks had so far diminished before the use of the water was stopped, that it is impossible to decide whether the well still contained the cholera poison in an active state, or whether, from some cause, the water had become free from it.: 51–52
Snow later used a dot map to illustrate the cluster of cholera cases around the pump. He also used statistics to illustrate the connection between the quality of the water source and cholera cases. He showed that homes supplied by the Southwark and Vauxhall Waterworks Company, which was taking water from sewage-polluted sections of the Thames, had a cholera rate fourteen times that of those supplied by Lambeth Waterworks Company, which obtained water from the upriver, cleaner Seething Wells. Snow's study was a major event in the history of public health and geography. It is regarded as the founding event of the science of epidemiology.
Snow wrote:
On proceeding to the spot, I found that nearly all the deaths had taken place within a short distance of the [Broad Street] pump. There were only ten deaths in houses situated decidedly nearer to another street-pump. In five of these cases the families of the deceased persons informed me that they always sent to the pump in Broad Street, as they preferred the water to that of the pumps which were nearer. In three other cases, the deceased were children who went to school near the pump in Broad Street...
With regard to the deaths occurring in the locality belonging to the pump, there were 61 instances in which I was informed that the deceased persons used to drink the pump water from Broad Street, either constantly or occasionally...
The result of the inquiry, then, is, that there has been no particular outbreak or prevalence of cholera in this part of London except among the persons who were in the habit of drinking the water of the above-mentioned pump well.
I had an interview with the Board of Guardians of St James's parish, on the evening of the 7th inst [7 September], and represented the above circumstances to them. In consequence of what I said, the handle of the pump was removed on the following day.
Researchers later discovered that this public well had been dug only 3 feet (0.9 m) from an old cesspit, which had begun to leak faecal bacteria. The cloth nappy of a baby, who had contracted cholera from another source, had been washed into this cesspit. Its opening was originally under a nearby house, which had been rebuilt farther away after a fire. The city had widened the street and the cesspit was lost. It was common at the time to have a cesspit under most homes. Most families tried to have their raw sewage collected and dumped in the Thames to prevent their cesspit from filling faster than the sewage could decompose into the soil.
Thomas Shapter had conducted similar studies and used a point-based map for the study of cholera in Exeter, seven years before John Snow, although this did not identify the water supply problem that was later held responsible.
Political controversy
After the cholera epidemic had subsided, government officials replaced the Broad Street pump handle. They had responded only to the urgent threat posed to the population, and afterward they rejected Snow's theory. To accept his proposal would have meant indirectly accepting the fecal-oral route of disease transmission, which was too unpleasant for most of the public to contemplate.
It was not until 1866 that William Farr, one of Snow's chief opponents, realised the validity of his diagnosis when investigating another outbreak of cholera at Bromley by Bow and issued immediate orders that unboiled water was not to be drunk.
Farr denied Snow's explanation of how exactly the contaminated water spread cholera, although he did accept that water had a role in the spread of the illness. In fact, some of the statistical data that Farr collected helped promote John Snow's views.
Public health officials recognise the political struggles in which reformers have often become entangled. During the annual Pumphandle Lecture in England, members of the John Snow Society remove and replace a pump handle to symbolise the continuing challenges for advances in public health.
Personal life
Snow was known to swim as a hobby for exercise. He became a vegetarian at the age of 17 and was a teetotaller. He embraced a lacto-ovo vegetarian diet by supplementing his vegetables with dairy products and eggs for eight years. Whilst in his thirties he became a vegan. His health deteriorated and he suffered a renal disorder which he attributed to his vegan diet so he took up meat-eating and drinking wine. He continued drinking pure water (via boiling) throughout his adult life. He never married.
In 1830, Snow became a member of the temperance movement. In 1845, he became a member of York Temperance Society. After his health declined it was only about 1845 that he consumed a little wine to aid digestion.
Snow lived at 18 Sackville Street, London, from 1852 to his death in 1858.
Snow suffered a stroke while working in his London office on 10 June 1858. He was 45 years old at the time. He never recovered, dying six days later on 16 June 1858. He was buried in Brompton Cemetery.
It has been speculated that his premature death may have been related to his frequent exposure and experimentation with anesthetic gases, which is now known to have numerous adverse health effects. Snow administered and experimented with ether, chloroform, ethyl nitrate, carbon disulfide, benzene, bromoform, ethyl bromide and dichloroethane during his lifetime.
Legacy and honours
A plaque commemorates Snow and his 1854 study in the place of the water pump on Broad Street (now Broadwick Street). It shows a water pump with its handle removed. The spot where the pump stood is covered with red granite.
A public house nearby was named the "John Snow" in his honour.
The John Snow Society is named in his honour, and the society regularly meets at The John Snow pub. An annual Pumphandle Lecture is delivered each September by a leading authority in contemporary public health.
His grave in Brompton Cemetery, London, is marked by a funerary monument.
In York a blue plaque on the west end of the Park Inn, a hotel in North Street, commemorates John Snow.
Together with fellow pioneer of anaesthesia Joseph Thomas Clover, Snow is one of the heraldic supporters of the Royal College of Anaesthetists.
The Association of Anaesthetists of Great Britain and Ireland awards The John Snow Award, a bursary for undergraduate medical students undertaking research in the field of anaesthesia.
Despite reports that Snow was awarded a prize by the Institut de France for his 1849 essay on cholera, a 1950 letter from the Institut indicates that he received only a nomination for it.
In 1978 a public health research and consulting firm, John Snow, Inc, was founded.
In 2001 the John Snow College was founded on the University of Durham's Queen's Campus in Stockton-on-Tees.
In 2003 John Snow was voted by readers in the United Kingdom of 'Hospital Doctor' magazine as 'the greatest doctor of all time'.
In 2009, the John Snow lecture theatre was opened by Anne, Princess Royal, at the London School of Hygiene & Tropical Medicine.
In 2013 The Lancet printed a correction of its brief obituary of Snow, originally published in 1858: "The journal accepts that some readers may wrongly have inferred that The Lancet failed to recognise Dr Snow's remarkable achievements in the field of epidemiology and, in particular, his visionary work in deducing the mode of transmission of epidemic cholera."
In 2016, Katherine Tansley published a fictionalised account based on Snow's activities, in her historical novel The Doctor of Broad Street (Troubadour Books).
In 2017 York Civic Trust erected a memorial to John Snow in the form of a pump with its handle removed, a blue plaque and an interpretation board, in North Street Gardens, York, close to his birthplace.
See also
William Budd, recognised that cholera was contagious
The Ghost Map, book on cholera epidemiology
Florence Nightingale, founder of modern nursing
Filippo Pacini, isolated cholera
Joseph Bazalgette, sewer engineer for London
References
Sources
Hempel, Sandra (2006). The Medical Detective: John Snow, Cholera, and the Mystery of the Broad Street Pump. Granta Books. ISBN 1862078424
Johnson, Steven (2006). The Ghost Map: The Story of London's Most Terrifying Epidemic – and How it Changed Science, Cities and the Modern World. Riverhead Books. ISBN 1-59448-925-4
Körner, T. W. (1996). The Pleasures of Counting, chapter 1. Cambridge University Press. ISBN 0-521-56823-4
Morris, Robert D. (2007). The Blue Death. HarperCollins. ISBN 0-06-073089-7
Shapin, Steven (6 November 2006) [Electronic version]. "[1]". The New Yorker. Retrieved 10 November 2006
Tufte, Edward (1997). Visual Explanations, chapter 2. Graphics Press. ISBN 0-9613921-2-6
Further reading
Vinten-Johansen, Peter; Brody, Howard; Paneth, Nigel; Rachman, Stephen; Rip, Michael (2003). Cholera, Chloroform, and the Science of Medicine: A Life of John Snow. Oxford University Press. ISBN 9780199747887.
External links
"On the Mode of Communication of Cholera" by John Snow, M.D. (1st ed., 1849)
"On the Mode of Communication of Cholera" by John Snow, M.D. ("2nd edition, much enlarged", includes cholera map opposite p. 45)
Short narrative film about John Snow
UCLA site devoted to the life of John Snow
Myth and reality regarding the Broad Street pump
John Snow Society
Source for Snow's letter to the Editor of the Medical Times and Gazette
Interactive versions of the John Snow's Map of Board Street Cholera Outbreak
umapper
arcgis
John Snow’s cholera analysis data in modern GIS formats
PredictionX: John Snow and the Cholera Epidemic of 1854 (a Harvard/edX MOOC)
The John Snow Archive and Research Companion |
1854_Broad_Street_cholera_outbreak | https://en.wikipedia.org/wiki/1854_Broad_Street_cholera_outbreak | [
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"https://en.wikipedia.org/wiki/1854_Broad_Street_cholera_outbreak#"
] | The Broad Street cholera outbreak (or Golden Square outbreak) was a severe outbreak of cholera that occurred in 1854 near Broad Street (now Broadwick Street) in Soho, London, England, and occurred during the 1846–1860 cholera pandemic happening worldwide. This outbreak, which killed 616 people, is best known for the physician John Snow's study of its causes and his hypothesis that germ-contaminated water was the source of cholera, rather than particles in the air (referred to as "miasma"). This discovery came to influence public health and the construction of improved sanitation facilities beginning in the mid-19th century. Later, the term "focus of infection" started to be used to describe sites, such as the Broad Street pump, in which conditions are favourable for transmission of an infection. Snow's endeavour to find the cause of the transmission of cholera caused him to unknowingly create a double-blind experiment.
Background
In the mid-19th century, Soho in London had a serious problem with filth due to the large influx of people and a lack of proper sanitary services: the London sewer system had not reached Soho. Cowsheds, slaughter houses and grease-boiling dens lined the streets and contributed animal droppings, rotting fluids and other contaminants to the primitive Soho sewer system. Many cellars had cesspools underneath their floorboards, which formed from the sewers and filth seeping in from the outside. Since the cesspools were overrunning, the London government decided to dump the waste into the River Thames, contaminating the water supply. London had already suffered from a "series of debilitating cholera outbreaks". These included outbreaks in 1832 and 1849 which killed a total of 14,137 people.
Competing theories of cholera
Preceding the 1854 Broad Street cholera outbreak, physicians and scientists held two competing theories on the causes of cholera in the human body: miasma theory and germ theory. The London medical community debated between these causes for the persistent cholera outbreaks in the city. The cholera-causing bacterium Vibrio cholerae was isolated in 1854, but the finding did not become well known and accepted until decades later.
Miasma theory
Miasma theorists concluded that cholera was caused by particles in the air, or "miasmata", which arose from decomposing matter or other dirty organic sources. "Miasma" particles were thought to travel through the air and infect individuals, and thus cause cholera. Dr William Farr, the commissioner for the 1851 London census and a member of the General Register's Office, believed that miasma arose from the soil surrounding the River Thames. It contained decaying organic matter which contained miasmatic particles and was released into the London air. Miasma theorists believed in "cleansing and scouring, rather than through the purer scientific approach of microbiology". Farr later agreed with Snow's germ theory following Snow's publications.
Germ theory
In contrast, the germ theory held that the principal cause of cholera was a germ cell that had not yet been identified. Snow theorised that this unknown germ was transmitted from person to person by individuals ingesting water. John Simon, a pathologist and the lead medical officer for London, labelled Snow's germ theory as "peculiar".
Excerpt from John Simon:
This doctrine is, that cholera propagates itself by a 'morbid matter' which, passing from one patient in his evacuations, is accidentally swallowed by other persons as a pollution of food or water; that an increase of the swallowed germ of the disease takes place in the interior of the stomach and bowels, giving rise to the essential actions of cholera, as at first a local derangement; and that 'the morbid matter of cholera having the property of reproducing its own kind must necessarily have some sort of structure, most likely that of a cell.
Even though Simon understood Snow's theory, he questioned its relation to the cause of cholera.
Broad Street outbreak
On 31 August 1854, after several other outbreaks had occurred elsewhere in the city, a major outbreak of cholera occurred in Soho. Snow later called it "the most terrible outbreak of cholera which ever occurred in this kingdom."
Over the next three days, 127 people on or near Broad Street died. During the next week, three quarters of the residents had fled the area. By 10 September, more than 500 people had died and the mortality rate was 12.8 per thousand inhabitants in some parts of the city. By the end of the outbreak, 616 people had died.
Many of the victims were taken to the Middlesex Hospital, where their treatment was superintended by Florence Nightingale, who briefly joined the hospital in early September in order to help with the outbreak. According to a letter from Elizabeth Gaskell, "She herself [Nightingale] was up night and day from Friday afternoon (Sept. 1) to Sunday afternoon, receiving the poor creatures (chiefly fallen women of that neighbourhood - they had it the worst) who were being constantly brought in - - undressing them - putting on turpentine stupes, et cetera, doing it herself to as many as she could manage".
By talking to local residents (with the help of Reverend Henry Whitehead), Snow identified the source of the outbreak as the public water pump on Broad Street (now Broadwick Street) at Cambridge Street. Although Snow's chemical and microscope examination of a sample of the water from this Broad Street pump water did not conclusively prove its danger, his facts about the patterns of illness and death among residents in Soho persuaded the St James parish authorities to disable the well pump by removing its handle.
Although this action has been popularly reported as ending the outbreak, the epidemic may have already been in rapid decline, as explained by Snow:
There is no doubt that the mortality was much diminished, as I said before, by the flight of the population, which commenced soon after the outbreak; but the attacks had so far diminished before the use of the water was stopped, that it is impossible to decide whether the well still contained the cholera poison in an active state, or whether, from some cause, the water had become free from it.
Snow later used a dot map to illustrate how cases of cholera occurred around this pump. Snow's efforts to connect the incidence of cholera with potential geographic sources was based on creating what is now known as a Voronoi diagram. He mapped the locations of individual water pumps and generated cells which represented all the points on his map which were closest to each pump. The section of Snow's map representing areas in the city where the closest available source of water was the Broad Street pump included the highest incidence of cholera cases. Snow also performed a statistical comparison between the Southwark and Vauxhall Waterworks Company, and a waterworks at Seething Wells (owned by the Lambeth Waterworks Company) that was further upriver and hence had cleaner water; he showed that houses supplied by the former had a cholera mortality rate 14 times that of those supplied by the latter.
Regarding the decline in cases related to the Broad Street pump, Snow said:
It will be observed that the deaths either very much diminished, or ceased altogether, at every point where it becomes decidedly nearer to send to another pump than to the one in Broad street. It may also be noticed that the deaths are most numerous near to the pump where the water could be more readily obtained.
There was one significant anomaly—none of the workers in the nearby Broad Street brewery contracted cholera. As they were given a daily allowance of beer, they did not consume water from the nearby well. During the brewing process, the wort (or un-fermented beer) is boiled in part so that hops can be added. This step killed the cholera bacteria in the water they had used to brew with, making it safe to drink. Snow showed that the Southwark and Vauxhall Waterworks Company was taking water from sewage-polluted sections of the Thames and delivering it to homes, resulting in an increased incidence of cholera among its customers. Snow's study is part of the history of public health and health geography. It is regarded as the founding event of epidemiology.
In Snow's own words:
On proceeding to the spot, I found that nearly all the deaths had taken place within a short distance of the [Broad Street] pump. There were only ten deaths in houses situated decidedly nearer to another street-pump. In five of these cases the families of the deceased persons informed me that they always sent to the pump in Broad Street, as they preferred the water to that of the pumps which were nearer. In three other cases, the deceased were children who went to school near the pump in Broad Street ...
With regard to the deaths occurring in the locality belonging to the pump, there were 61 instances in which I was informed that the deceased persons used to drink the pump-water from Broad Street, either constantly or occasionally ...
The result of the inquiry then was, that there had been no particular outbreak or prevalence of cholera in this part of London except among the persons who were in the habit of drinking the water of the above-mentioned pump-well.
I had an interview with the Board of Guardians of St. James's parish, on the evening of Thursday, the 7th September, and represented the above circumstances to them. In consequence of what I said, the handle of the pump was removed on the following day.
It was discovered later that this public well had been dug 3 feet (0.9 m) from an old cesspit that had begun to leak faecal bacteria. Waste water from washing nappies, used by a baby who had contracted cholera from another source, drained into this cesspit. Its opening was under a nearby house that had been rebuilt further away after a fire and a street widening. At the time there were cesspits under most homes. Most families tried to have their raw sewage collected and dumped in the Thames to prevent their cesspit from filling faster than the sewage could decompose into the soil.
At the same time, an investigation of cholera transmission was being conducted in Deptford. Around 90 people died within a few days in that town, where the water was known to be clean, and there had been no previous outbreaks of cholera. Snow was informed that the water had recently turned impure. Residents were forced to let the water run for a while before using it, in order to let the sudsy, sewer-like water run until it was clear. Snow, finding that the water the residents were using was not different from the usual water from their pump, determined that the outbreak must be caused by a leak in the pipes that allowed surrounding sewage and its contaminants to seep in to the water supply. This scenario was similar to that of the Broad Street outbreak. The incoming water was being contaminated by the increasing levels of sewage, coupled with the lack of proper and safe plumbing.
After the cholera epidemic had subsided, government officials replaced the Broad Street pump handle. They had responded only to the urgent threat posed to the population, and afterwards they rejected Snow's theory. To accept his proposal would have meant indirectly accepting the oral-faecal method of transmission of disease, which was too unpleasant for most of the public to contemplate.
Investigation by John Snow
The Broad Street outbreak was an effect rather than a cause of the epidemic. Snow's conclusions were not predominantly based on the Broad Street outbreak, as he noted that he hesitated to come to a conclusion based on a population that had predominantly fled the neighbourhood and redistributed itself. He feared throwing off results of the study.
From a mathematics perspective, John Snow's innovation was focusing on death rates in areas served by two water companies which drew water from the River Thames, rather than basing it on data from victims of the Broad Street pump (which drew water from a well). Snow's work also led to a far greater health and safety impact than the removal of the Broad Street pump handle. Deactivating the pump "hardly made a dent in the citywide cholera epidemic, which went on to claim nearly 3,000 lives".
Snow was sceptical of the prevailing miasma theory, which held that diseases such as cholera or the Black Death were caused by pollution or a noxious form of "bad air". The germ theory was not established at this point (Louis Pasteur did not propose it until 1861). Snow did not understand the mechanism by which disease was transmitted, but the evidence led him to believe that it was not due to breathing foul air. Based on the pattern of illness among residents, Snow hypothesized that cholera was spread by an agent in contaminated water. He first published his theory in 1849, in an essay titled "On the Mode of Communication of Cholera". In 1855 he published a second edition, including a more elaborate investigation of the effect of the water supply in the 1854 Soho outbreak.
The cholera epidemic of 1849–1854 was also related to the water supplied by companies in London at the time. The main players were the Southwark and Vauxhall Waterworks Company, and the Lambeth Waterworks Company. Both companies provided water to their customers that was drawn from the River Thames, which was highly contaminated with visible and invisible products and bacteria. Dr Hassall examined the filtered water and found it contained animal hair, among other foul substances. He made the remark that:
It will be observed, that the water of the companies of the Surrey Side of London, viz., the Southwark, Vauxhall, and Lambeth, is by far the worst of all those who take their supply from the Thames
Other companies, such as the New River Company and Chelsea Waterworks Company, were observed to have better filtered water; few deaths occurred in the neighbourhoods which they supplied. These two companies not only obtained their water from cleaner sources than the Thames, but they filtered the water and treated it until there were no obvious contaminants.
As mentioned above, Snow is known for his influence on public health, which arose after his studies of the cholera epidemic. In attempting to figure out who was receiving impure water in each neighbourhood, what is now known as a double-blind experiment fell right into his lap. He describes the conditions of the situation in his essays:
In many cases a single house has a supply different from that on either side. Each company supplies both rich and poor, both large houses and small; there is no difference in the condition or occupation of the persons receiving the water of the different companies...As there is no difference whatever either in the houses or the people receiving the supply of the two Water Companies, or in any of the physical conditions with which they are surrounded, it is obvious that no experiment could have been devised which would more thoroughly test the effect of water supply on the progress of Cholera than this, which circumstances placed ready made before the observer.
The experiment too, was on the grandest scale. No fewer than three hundred thousand people of both sexes, of every age and occupation, and of every rank and station, from gentlefolks down to the very poor, were divided into two groups without their choice, and, in most cases, without their knowledge; one group being supplied water containing the sewage of London, and amongst it, whatever might have come from the cholera patients, the other group having water quite free from such impurity.
Snow went on to study the water contents from each home through a test performed on each sample. In this way, it could be deduced from which supplier the home was receiving their water. He concluded that it was indeed impure water from the big companies that allowed the spread of cholera to progress rapidly. He went on to prove his theory through the observation of prisons in London, finding that cholera ceased in these places only a few days after switching to cleaner water sources.
Snow's post-outbreak evaluation
Snow's analysis of cholera and cholera outbreaks extended past the closure of the Broad Street pump. He concluded that cholera was transmitted through and affected the alimentary canal within the human body. Cholera did not affect either the circulatory or the nervous system and there was no "poison in the blood...in the consecutive fever...the blood became poisoned from urea getting into the circulation". According to Snow, this "urea" entered the blood through kidney failure. (Acute kidney failure is a complication of cholera.)
Therefore, the fever was caused by kidney failure, not by a poison already present in the subject's bloodstream. Popular medical practices, such as bloodletting, could not be effective in such a case. Snow also argued that cholera was not a product of Miasma. "There was nothing in the air to account for the spread of cholera". According to Snow, cholera was spread by persons ingesting a substance, not through atmospheric transmittal.
Involvement of Henry Whitehead
The Reverend Henry Whitehead was an assistant curate at St. Luke's church in Soho during the 1854 cholera outbreak.
A former believer in the miasma theory of disease, Whitehead worked to disprove false theories. He was influenced by Snow's theory that cholera spreads by consumption of water contaminated by human waste. Snow's work, particularly his maps of the Soho area cholera victims, convinced Whitehead that the Broad Street pump was the source of the local infections. Whitehead joined Snow in tracking the contamination to a faulty cesspool and the outbreak's index case (the baby with cholera).
Whitehead's work with Snow combined demographic study with scientific observation, setting an important precedent for epidemiology.
Board of Health
The Board of Health in London had several committees, of which the Committee for Scientific Inquiries was placed in charge of investigating the cholera outbreak. They were to study the atmospheric environment in London; however, they were also to examine samples of water from several water companies in London. The committee found that the most contaminated water supply came from the South London water companies, Southwark and Vauxhall.
As part of the Committee for Scientific Inquiries, Richard Dundas Thomson and Arthur Hill Hassall examined what Thomson referred to as "vibriones". Thomson examined the occurrence of vibriones in air samples from various cholera wards and Hassall observed vibriones in water samples. Neither identified vibriones as the cause of cholera.
As part of their investigation of the cholera epidemic, the Board of Health sent physicians to examine in detail the conditions of the Golden Square neighbourhood and its inhabitants. The Board of Health ultimately attributed the 1854 epidemic to miasma.
Dr Edwin Lankester's evaluation
Dr Edwin Lankester was a physician on the local research conglomerate that studied the 1854 Broad Street Cholera Epidemic. In 1866, Lankester wrote about Snow's conclusion that the pump itself was the cause of the cholera outbreak. He agreed with Snow at the time; however, his opinion, like Snow's, was not publicly supported. Lankester subsequently closed the pump due to Snow's theory and data on the pattern of infection, and infection rates dropped significantly. Lankester eventually was named the first medical officer of health for St James's parish in London, the same area where the pump was located.
Broadwick Street pump in the 21st century
A replica pump was installed in 1992 at the site of the 1854 pump. Every year the John Snow Society holds "Pumphandle Lectures" on subjects of public health. Until August 2015, when the pump was removed due to redevelopment, they also held a ceremony here in which they removed and reattached the pump handle to pay tribute to Snow's historic discovery. The original location of the historic pump is marked by a red granite paver. In addition, plaques on the John Snow pub at the corner describe the significance of Snow's findings at this site.
Gallery
See also
Epidemiology of tuberculosis
Filippo Pacini
Great Stink
Joseph Bazalgette
The Ghost Map
William Budd
Diseases and epidemics of the 19th century
References
Sources
Snow, John (1855). On the Mode of Communication of Cholera (2nd ed.). London: John Churchill. See also: Mode of Communication of Cholera(John Snow, 1855)
Further reading
Ball, Laura (2009). "Cholera and the Pump on Broad Street: The Life and Legacy of John Snow". The History Teacher. 43 (1): 105–119. JSTOR 40543358.
Vinten-Johansen, Peter; Brody, Howard; Paneth, Nigel; Rachman, Stephen; Rip, Michael (2003). Cholera, Chloroform, and the Science of Medicine: A Life of John Snow. Oxford: Oxford University Press. ISBN 9780199747887.
External links
Interactive version of John Snow's Map (Ghost Map) (archived 22 October 2009)
Microorganisms in water from the Broad Street Pump
Grime, James (21 December 2020). What Did John Snow Know About Cholera? – with James Grime (video). Royal Institution. Retrieved 21 December 2020 – via YouTube. |
Sweden_Democrats | https://en.wikipedia.org/wiki/Sweden_Democrats | [
820
] | [
"https://en.wikipedia.org/wiki/Sweden_Democrats"
] | The Sweden Democrats (Swedish: Sverigedemokraterna [ˈsvæ̂rjɛdɛmʊˌkrɑːtɛɳa] , SD [ˈɛ̂sːdeː] ) is a nationalist and right-wing populist political party in Sweden founded in 1988. As of 2024, it is the largest member of Sweden's right-wing bloc and the second-largest party in the Riksdag. It provides confidence and supply to the centre-right ruling coalition. Within the European Union, the party is a member of the European Conservatives and Reformists Party.
The party describes itself as social conservative with a nationalist foundation. The party has also been variously characterised by academics, political commentators, and media as national-conservative, anti-immigration, anti-Islam, Eurosceptic, and far-right. The Sweden Democrats reject the far-right label, saying that it no longer represents its political beliefs. Among the party's founders and early members were several people that had previously been active in white nationalist and neo-Nazi political parties and organizations. Under the leadership of Jimmie Åkesson since 2005, the SD underwent a process of reform by expelling hardline members and moderating its platform, building on a work that had begun during the late 1990s and early 2000s. Today, the SD officially rejects fascism on their platform and since 2012 has maintained a zero-tolerance policy against "extremists," "lawbreakers," and "racists."
The Sweden Democrats oppose current Swedish immigration and integration policies, instead supporting stronger restrictions on immigration and measures for immigrants to assimilate into Swedish culture. The party supports closer cooperation with Nordic countries, but is against further European integration and believes Sweden must have a strategy to exit the European Union if it assumes more power and that the Swedish people should be allowed to vote on future EU treaties. The Sweden Democrats are critical of multiculturalism and support having a common national and cultural identity, which they believe improves social cohesion. The party supports the Swedish welfare state but is against providing welfare to people who are not Swedish citizens and permanent residents of Sweden, a policy known as welfare chauvinism. The Sweden Democrats support a mixed market economy combining ideas from the centre-left and centre-right. The party supports same-sex marriage, civil unions for gay couples, and gender-affirming surgery but prefers that children be raised in a traditional nuclear family and argues that churches or private institutions should have the final say on performing a wedding over the state. The SD also calls for a ban on forced, polygamous or child marriages and stricter enforcement of laws against honour violence. The Sweden Democrats support keeping Sweden's nuclear power plants in order to mitigate climate change but argues that other countries should reduce their greenhouse gas emissions instead of Sweden, which the party believes is doing enough to reduce their emissions. The Sweden Democrats support generally increasing minimum sentences for crimes, as well as increasing police resources and personnel. The party also supports increasing the number of Swedish Army brigades and supports raising Sweden's defense spending.
Support for the Sweden Democrats has grown steadily since the 1990s and the party crossed the 4% threshold necessary for parliamentary representation for the first time during the 2010 Swedish general election, polling 5.7% and gaining 20 seats in the Riksdag. This increase in popularity has been compared by international media to other similar anti-immigration movements in Europe. The party received increased support in the 2018 Swedish general election, when it polled 17.5% and secured 62 seats in parliament, becoming the third largest party in Sweden. The Sweden Democrats were formerly isolated in the Riksdag until the late 2010s, with other parties maintaining a policy of refusing cooperation with them. In 2019, the leader of the Christian Democrats, Ebba Busch announced that her party was ready to start negotiations with the Sweden Democrats in the Riksdag, as did Moderate Party leader Ulf Kristersson. In the 2022 Swedish general election, the party ran as part of a broad right-wing alliance with those two parties and the Liberals, and came second overall with 20.5% of the vote. Following the election and the Tidö Agreement, it was negotiated that SD agreed to support a Moderate Party-led government together with the Christian Democrats and the Liberals. It is the first time that SD holds direct influence over the government.
History
Early years (1988–1995)
The Sweden Democrats party was founded in 1988 as a direct successor to the Sweden Party, which in turn had been formed in 1986 by the merger of Bevara Sverige Svenskt (BSS; in English: "Keep Sweden Swedish") and a faction of the Swedish Progress Party. The SD continued to use Keep Sweden Swedish as its slogan until the late 1990s. The SD claims 6 February 1988 as the date of its foundation and that the party was formally registered after a meeting in Stockholm designed to bring together various nationalist movements who issued a white paper for a new party, although observers tend to see the party's foundation as part of a complex decade-long series of events, with some even calling into question whether a meeting took place.
Initially, the party did not have a single centralized leader and was instead fronted by two alternating spokespeople before Anders Klarström became the party's sole official chairman and head of the Sweden Democrats' national board in 1989.
According to Expo, it is generally agreed that the Sweden Democrats have never been a neo-Nazi party, although some of the SD's early members and founders had previously been connected with Swedish fascist and white nationalist groups. A study by Expo documented that around nine of the original 30 people who played a role in founding the SD had direct associations to known Nordic fascist organisations such as the New Swedish Movement and the neo-Nazi Nordiska rikspartiet ("Nordic Realm Party," abbr. NRP), although most of these members were no longer active within the party by the mid-1990s. The party's first auditor, Gustaf Ekström, was a Waffen-SS veteran and had been a member of the national socialist party Svensk Socialistisk Samling in the 1940s. The SD's first chairman Anders Klarström and deputy board members and party co-founders Fritz Håkansson and Sven Davidson (politician) had all been active in the Nordic Realm Party. Klarström later elaborated he had briefly been part of the NRP as a teenager before distancing himself from it by the time he became SD leader. The SD's logo from the 1990s until 2006 was a version of the torch used by the British National Front. Political historian Duncan McDonnell has argued that it is disputed as to whether the SD was explicitly founded to be a neo-fascist movement, but it was widely known to publicly align itself with extreme fringe politics and faced criticism in the late 1980s and early 1990s for attracting skinhead gangs to its public events. The SD also encountered controversy for some of its early policy ideas before 1999, which included a proposal to repatriate most immigrants who came to Sweden from 1970, banning adoption of foreign born children and reinstating the death penalty.
The party promoted concerts by the Swedish offshoot of Rock Against Communism and sponsored music of the nationalist Viking rock band Ultima Thule. Various party officials today acknowledge that being fans of Ultima Thule's music factored prominently in their decision to become politically engaged. Early on, the party recommended international connections to its members such as the National Democratic Party of Germany, the American National Association for the Advancement of White People (founded by David Duke) and publications like the Nazi Nation Europa and Nouvelle École, a newspaper that advocates racial biology and the British neo-Nazi Combat 18 movement.
The SD won municipal representation for the first time during the 1991 Swedish local elections in Dals-Ed Municipality and Höör.
Moderation and growth (1995–2010)
In 1995, Klarström was replaced as party chairman by Mikael Jansson, a former member of the Centre Party. Jansson strove to make the party more respectable and, after skinheads started to impose on party meetings, the wearing of any kind of political uniform was formally banned in 1996. Also in 1996, it was revealed that a party member, Tina Hallgren, had been to a party meeting of National Socialist Front posing in a Nazi uniform. Opposition to the party have mistakenly mixed these two events together and falsely claim that she was wearing the uniform at a rally of the Sweden Democrats and that it was because of this that the uniform ban came about. During the early 1990s, the party became more influenced by the French National Rally, as well as the Freedom Party of Austria, the Danish People's Party, German The Republicans and Italian National Alliance. SD received economic support for the 1998 election from the then called French National Front, and became active in Le Pen's Euronat from the same time. By the end of the decade, the party took further steps to moderate itself by softening its policies on immigration and capital punishment. In 1999, the SD left Euronat although the youth wing remained affiliated until 2002. In 2001 the most extreme faction was expelled from the party, leading to the formation of the more radical National Democrats which in turn resulted in many of the SD's remaining hardline members leaving for the new party.
During the early 2000s, the so-called "Scania gang", also known as the "Gang of Four" or "Fantastic Four," which consisted of the youth wing chairman Jimmie Åkesson, as well as Björn Söder, Mattias Karlsson and Richard Jomshof continued and expanded the moderation policy, which included ousting openly extremist members, banning neo-Nazi activists from attending party events or obtaining membership, and further revising the SD's policy platform. Before the 2002 election, former Member of Parliament (MP) for the Moderate Party, Sten Andersson defected to SD, citing that the party had gotten rid of its extreme-right elements. In 2003, the party declared the Universal Declaration of Human Rights to be a cornerstone of its policies. In 2005, Åkesson defeated Jansson in a leadership contest. Shortly after, the party changed its logo from the flaming torch to one featuring an Anemone hepatica, reminiscent of the party's very first, but short-lived, logo (a stylised Myosotis scorpioides).
Entrance into parliament and ideological realignment (2010–2014)
In the 2010 Swedish general election, SD won representation in the Swedish Riksdag for the first time, with 5.7% of the vote and 20 MPs.
In 2010, the SD leadership introduced a charter against racism on the party platform and later expanded this into a zero-tolerance policy regarding political extremism and law breaking. After some of the SD's elected members caused controversies during the party's first term in the Riksdag, the SD also stated it would introduce a vetting procedure for its future parliamentary candidates to exclude those who had previously belonged to any extremist groups and issued updated guidelines on conduct and communication for party members. In 2011, the party also changed its self-description from "nationalist" to "social conservative".
Sweden Democrat MP William Petzäll was persuaded to leave the party on 26 September 2011 while still retaining his parliamentary seat. This was done because of Petzäll's substance abuse and the problems this might cause for SD's public image. Petzäll later died of an overdose and his seat was turned over to Stellan Bojerud in September 2012.
In November 2012, videos from August 2010 were released, in segments, over the course of three days by Swedish newspaper Expressen (a year earlier, Expressen had released the same videos without making much noise). This came to be known as the Iron pipe scandal, although the same videos had already been released on YouTube by Erik Almqvist in 2010. The videos, recorded by MP Kent Ekeroth, featured him along with fellow Sweden Democrats MP Erik Almqvist and Christian Westling. The videos show Almqvist arguing with comedian Soran Ismail: Almqvist is referring to Sweden as "my country, not your country", as an insult to Ismail. They are also shown arguing with a drunken man. A woman can also be seen approaching Kent Ekeroth while filming; he calls her a whore and pushes her out of the way. A few minutes later they are seen picking up iron bars. Coming only a month after party leader Åkesson had instated a zero-tolerance policy towards racism in the party, the release of the video caused Almqvist to leave his position as the party's economic policy spokesperson and his place in the executive committee on 14 November. He excused himself as having been under a lot of pressure and threats of violence at the time. As more segments of the video were released, revealing the other two men's involvement, the party announced on 15 November that Ekeroth would take a break from his position as the party's justice policy spokesman. Almqvist and Ekeroth both took time off from their parliament seats. Sweden Democratic Youth president Gustav Kasselstrand and vice president William Hahne criticised the decision to remove Almqvist and Ekeroth in an op-ed in Dagens Nyheter, arguing that the party should not give in to media pressure.
Only two weeks after Almqvist and Ekeroth were forced to step down, fellow MP Lars Isovaara reported being robbed of his backpack and pushed out of his wheelchair by "two unknown men of an immigrant background". When trying to get into the Riksdag, Isovaara was himself reported by the police for racial abuse against safety guards. The Sweden Democrats initially defended Isovaara, but backed down when Expressen revealed that Isovaara had actually forgotten his backpack at a restaurant, and that the two men had helped him when he fell out of his wheelchair. He left his seat in the Riksdag on 29 November, and was replaced by Markus Wiechel.
Rise in national support (2014–2018)
In the European election of 2014 SD received 9.67% of votes, winning two seats in the European Parliament and becoming the fifth largest party in the country. The party later joined the Alliance for Direct Democracy in Europe and the Europe of Freedom and Direct Democracy group.
In the 2014 election, the Sweden Democrats received 12.9% of the votes, doubling their support and becoming the third-largest party. The party remained big in Scania and Blekinge; for example in Malmö the party received 14% of the votes, in Landskrona it received 19% of the votes and in Sjöbo a total of 30% rendering the party the largest in that municipality. Other parties, however, remained firm in their decision to isolate them from exerting influence. Out of 29 constituencies electing parliamentarians, the party was the second largest in "Scania North & East" while being the third largest party in 25. Although relying heavily on rural areas and the deep south, the party also made strong inroads and results above 15% in some medium-sized central Sweden cities such as Norrköping, Eskilstuna and Gävle, indicating a widening of its voter base in all areas.
Some time after that, Åkesson announced he would go on sick leave due to burnout. Mattias Karlsson was appointed to temporarily take over Åkesson's duties as party leader.
On 23 March 2015, it was announced that Åkesson would return from his leave of absence to resume his duties as party leader following an interview to be broadcast on the Friday, 27 March instalment of the Skavlan program on SVT, and a subsequent press conference with the Swedish media.
Amid media coverage regarding the high immigration figures and the European migrant crisis, the Sweden Democrats soared in all opinion polls during the summer of 2015, even topping web-based polls from YouGov and Sentio in late summer, with a little over a quarter of the vote. The party also saw rising support in phone-based polls, although the swing was lower.
Entering mainstream politics (2018–2022)
In early 2018, the far-right Alternative for Sweden was founded by members of the Sweden Democratic Youth, who were collectively expelled from the Sweden Democrats in 2015. Three Sweden Democrat members of the Riksdag, Olle Felten, Jeff Ahl and former leader Mikael Jansson subsequently defected to the party.
On 2 July 2018, the two Sweden Democrats MEPs left the EFDD group and moved to the European Conservatives and Reformists Group.
In the 2018 Swedish general election, the SD increased its support to 17.5% of the vote, though it did not grow as much as most polls had predicted. According to Emily Schultheis of Foreign Policy, the SD won an ideological victory, as it "effectively set the terms for debate" and forced its rivals to adopt immigration policies similar to its own, and other reporters made similar observations. The SD performed particularly well in Skåne County, having the highest number of voters in 21 out of the county's 33 municipalities. An SVT analysis of the results found that at least 22 seats in 17 city councils would be empty as the Sweden Democrats won more seats than the number of candidates it had. The party also received its first mayor, in Hörby Municipality.
Following the election, Christian Democratic leader Ebba Busch announced that her party was willing to enter negotiations with the Sweden Democrats in the Riksdag. In December 2019, Moderate Party leader Ulf Kristersson held an official meeting with the Sweden Democrat leadership for the first time, despite having previously ruled out negotiating with the party. This led to speculation that the SD could be included in a new centre-right grouping to replace the Alliance which had collapsed after the Centre Party and the Liberal Party left to support the Social Democratic led government.
In October 2018, the Sweden Democrats went into a governing coalitions with the Moderate Party and the Christian Democrats for the first time in Staffanstorp Municipality, Sölvesborg Municipality, Herrljunga Municipality and Bromölla Municipality. In Bromölla, coalition felt apart in 2020, while new coalitions with the SD emerged in Svalöv Municipality (2019), Bjuv Municipality (2020) and Surahammar Municipality (2021).
In 2020, Mattias Karlsson, the former group leader of the Sweden Democrats in the Riksdag founded Oikos, a conservative think-tank which has been alleged to be an "extension of the Sweden Democrats' political project", supposedly also receiving funding from the party.
In 2021, the SD was invited to participate in alternative budget agreement talks with the Christian Democrats and the Moderates for the first time. That same year the SD also issued a vote of no confidence against the Löfven II cabinet citing the government's handling on immigration, the economy and housing which was carried by the other opposition parties and led to Löfven's impeachment. The SD had previously issued a vote of no confidence in the government in 2015, albeit without success.
2022 general election (since 2022)
Ahead of the 2022 Swedish general election, the SD attempted to form a conservative grouping with the Moderates, Christian Democrats and the Liberals and requested ministerial posts in government should the right-wing bloc form a parliamentary majority. During the election, the SD campaigned to reduce asylum migration close to zero, stricter policies on work permits, lower energy bills and a tougher stance on gang violence with longer prison sentences. Preliminary results indicated that the Sweden Democrats had seen their strongest result to date and had overtaken the Moderates to become the second largest party with 20.6% of the vote. The result was confirmed after the election.
In October 2022, the SD was allocated chairmanship of four parliamentary committees for the first time in the Riksdag with party secretary Richard Jomshof appointed to head the Justice Committee, Aron Emilsson the Committee on Foreign Affairs, Tobias Andersson the Committee on Industry and Trade, and Magnus Persson the Committee on the Labour Market. SD parliamentarians were appointed as international delegation leaders for the first time, with Markus Wiechel becoming chairman of the Swedish delegation to the Parliamentary Assembly of the Council of Europe, Björn Söder for the Organization for Security and Co-operation in Europe and Adam Marttinen the chairman of the joint-parliamentary group for Europol.
The party also formed a deal with Moderate leader Ulf Kristersson to provide for the first time in their history parliamentary support to a Moderate Party-led government as part of the Tidö Agreement.
Ideology and political positions
The Sweden Democrats' current party programme is based on "democratic nationalism" and social conservatism. The SD says that its core philosophy is inspired by Swedish national conservatism and "parts of the social democratic folkhemmet (people's home) idea." SD rejects any positioning of the party within the classic left-right scale, instead referring to itself as a "value-oriented" party and stating that "basic social justice with traditional conservative ideas," nationalism and desires for democratic and good governance form the party's main principles. Nevertheless, the party is often described as being right-wing to far-right.
In policy, SD articulates its main focus to be the areas of immigration, law and order and the elderly. The party also attaches particular importance to its economic and family policy. The SD criticizes multiculturalism in Sweden and emphasizes preserving national heritage. It is also opposed to what it sees as a constant shift of power from Stockholm to the European Union and campaigns to protect Swedish sovereignty and financial autonomy against the EU. Until the 2000s, the SD used ethnopluralist arguments in its defense of a Swedish homeland and culture with its 2005 handbook calling for a "high degree of ethnic and cultural similarity among the population" while the party platform described the need to preserve the "inhereted essence" of ethnic Swedes. However, since 2018 SD has stressed a more moderate cultural conservative position by promoting a shared national identity in which foreign-born people can become culturally Swedish through strong assimilation policies.
Political analysis
Nordic Studies scholar Benjamin R. Teitelbaum has called the SD radical nationalist and in 2018 said the party has since evolved to the "softer side" of European populist parties. The party has been described by sociologist Jens Rydgren and political scientist Cas Mudde variously as xenophobic, far-right, racist or right-wing populist. In 2013, a Sveriges Radio journalist called the SD "xenophobic," which resulted in a complaint lodged to the broadcasting regulator by the party. The Swedish Broadcasting Commission determined that this description was acceptable to use. According to Sveriges Radio in 2017, a European research agency classed the party as "extreme" using the Swedish GAL-TAN political scale, arguing that the SD is more traditionalist, socially authoritarian and nationalist and less progressive compared to other Swedish parliamentary parties and described the SD as similar to the French National Rally in some of its policies.
However, the characterization of the SD as radical or extreme far-right has come under dispute in recent years by scholars and political observers. Commentator on political extremism and national security Kateřina Lišaníková observed that the SD had hardline origins through its founders and initial support network, and notes the SD's leadership openly acknowledges its history, but argues the present version of the SD does not match the description of a radical far-right party but is mistakenly labelled as such by media or opponents who focus on the party's early rather than current beliefs. She stated that the SD is now a national conservative party with populist elements but does not contradict democratic or Swedish constitutional principles. Similar observations were made in 2021 by Swedish political scientist Sören Holmberg that "extreme right" was not a good description for the SD when placed within the traditional left-right scale, since the party contains centre-left and centrist policies on some issues compared to the other centre-right parties in Sweden. Holmberg furthermore argued that while SD can be considered a right-wing populist party, the label "populist" has become unstable due to some of the other parties in the Riksdag adopting populist ideas of their own. He concluded national-conservative was a better term for the SD. Swedish sociologist Göran Adamson has also argued some political opposition conflate the SD's national conservative image as being right-wing extremist, and argued the SD today is not comparable to European extreme-right or neo-fascist parties since the SD has a more liberal direction in several areas, and there is no evidence to suggest that the current incarnation of the party's policies are fascist or anti-democratic. Sweden-based British journalist Richard Orange noted in 2018 that the SD stands out due to its neo-Nazi roots but in the present is comparably less extreme than other European populist forces and now endorses more inclusive "cultural nationalism" over ethnic homogeny while calling for stricter immigration policies. In 2022, British political scientist Matthew Goodwin described the SD as having transformed itself from an extreme past to becoming part of a broader European family of national-populist parties which combine social and cultural conservative nationalism and populism but are opposed to fascist, anti-democratic and revolutionary ideas.
Within the party, the SD's leadership have rejected the extreme and "far-right" label and argued it no longer represents the party. Oscar Sjöstedt, the SD's financial spokesperson, places the party around the centre on the left–right political spectrum, while leader Jimmie Åkesson has stated that they are parallel with the Moderate Party. In addition, the party has in recent years increasingly distanced itself from other European ultra-nationalist or far-right parties. In spite of this, a 2022 report by Swedish researchers Acta Publica claimed to have found 289 Swedish politicians who expressed racist or neo-Nazi views, with 214 of them being members of the SD. The SD itself has argued that some of these controversies with members have been as a result of the party's rapid growth since the late 2000s rather than the party being extreme.
Immigration
The Sweden Democrats believe that current Swedish immigration and integration policies have been a national failure. In a statement filed before the Riksdag Committee on Migration in August 2020, SD claims that Sweden's "irresponsible" immigration and asylum policies have subjected Sweden to an on-going "long-term, albeit low-intensity crisis". Their official policy brief states that the party "welcomes those who contribute to our [Sweden's] society, who follow our laws and respect our customs. On the other hand, anyone who comes here and exploits our systems, commits crimes or exposes our citizens to danger is not welcome."
When handling asylum seekers, the party supports protecting national sovereignty in regards to Sweden's decisions on migration and border control, as well as "the principle of first safe country", meaning that asylum seekers should only be able to seek asylum in the first safe country that they arrive in. Until such legislation is realized, SD supports setting limits on the right to welfare and making cultural integration mandatory. The party opposes offering permanent residency to asylum seekers, believing that temporary residency should be the standard for those who claim asylum in Sweden. SD supports Sweden eventually accepting refugees exclusively through the UNHCR resettlement programme in accordance with a quota based on each municipality's capacity. SD has also referred to the recommendations from the United Nations High Commissioner for Refugees (UNHCR) which state that the return of refugees should be the solution to refugee problems. The party also supports giving priority to cases of persecuted Christian, former Muslim and other religious or sexual minorities fleeing war or death for apostasy believing that such individuals are less likely to be offered refuge elsewhere. Ahead of the 2022 Swedish general election, the party campaigned to tighten the rules in the Swedish Aliens Act (Utlänningslagen) to the strictest possible level within European law and encourage voluntary re-migration of asylum seekers and immigrants who are economically inactive or remain culturally unassimilated.
Historically, SD sought to repatriate most immigrants and ban immigration entirely; however, these policies were moderated in the 1990s before being scrapped altogether. Presently, SD wishes to strongly restrict and place more controls on immigration, and instead give generous support to immigrants who do not want to assimilate into Swedish society to emigrate back to their country of origin and change laws to revoke residency or citizenship of those who engage in illegal activity. The party argues that its migration policies are not based on xenophobia towards immigrants, but believe immigration must stay at a level where it does not "threaten national identity, the country's welfare or security." SD has also campaigned to restrict immigration from what it calls "culturally distant" countries and that temporary work visas should be limited only to skills that are impossible to find in Sweden. SD are against free movement of labour within the European Union, calling on Sweden to revise its membership of the Schengen agreement, but support free movement between Nordic nations. As more state funds are made free from funding immigration, SD believes that Sweden will be better able to help refugees and economic migrants in their home areas. Torbjörn Kastell (former party secretary from 2003 to 2004) said in 2002 that the party wanted "a multicultural world, not a multicultural society". SD also favours assimilation over integration of immigrants from non-European backgrounds, arguing that integration is a meet in the middle approach and that Swedes should not have to bear the burden over what the party claims have been reckless immigration policies. In 2017, members of the Sweden Democrats' leadership defended comments made by then US President Donald Trump in response to Trump's assertion that Sweden's migration and asylum policies had led to a rise of terrorism and crime in Sweden. However, following the 2022 Russian invasion of Ukraine the SD supported accepting and accommodating Ukrainian refugees in Sweden.
The SD wants European governments to construct a security wall along the European border with Turkey in response to illegal immigration, terrorism and incursions by the Grey Wolves into Greece. It also calls on Europe to commonly adopt a migration system based on the Australian model to prevent human trafficking across the Mediterranean which the party states enables illegal immigrants and would-be terrorists to reach Sweden. SD calls for compulsory measures for immigrants to be employed, learn the Swedish language, be put through an assimilation program, and be subject to a language and social skills test before becoming eligible for citizenship. The party also supports increased spending on border patrol forces, expulsion of illegal immigrants and foreign-born criminals, repatriations of Schengen Area migrants who move to Sweden to make a living from street begging, changes in the law to enable the government to strip foreign-born Swedish nationals of their citizenship if found guilty of a serious crime or involvement in terrorism, penalties against employers who use foreign and undocumented labor to circumvent Swedish working conditions and stricter laws against family migration.
In recent years, the SD has tried to approach the immigration policies of the Danish People's Party, which from 2001 to 2011 provided parliamentary support for the former Danish liberal/conservative governments in return for a tightening of Danish immigration policies and stricter naturalisation laws. Following the 2022 Swedish general election, the Sweden Democrats achieved this objective under the Tidö Agreement with the centre-right Moderate, Christian Democrat and Liberal Party coalition government. In exchange for SD parliamentary support, the Swedish government conceded to some of the SD's immigration policy demands on requirements for obtaining Swedish citizenship and expanding the deportation criteria for foreign-born residents and asylum seekers.
Following scenes of people in Swedish cities celebrating the Palestinian attack on Israel, the SD leadership stated that those who praised the attack should be expelled from the country and that the Tidö Agreement clause on deporting non-citizens on grounds of poor character and not just criminal convictions should be used against those who support Hamas.
The Sweden Democrats have also called for an expansion of circumstances in which citizenship can be revoked from naturalized citizens, with Åkesson mentioning individuals who commit crimes, abuse state welfare or are unintegrated into society. The Sweden Democrats support raising the remigration allowance given to foreign-born residents who seek to voluntarily leave the country.
Foreign policy
The Sweden Democrats support close political co-operation within the Nordic sphere, but are eurosceptic and against further EU integration and cession of Swedish sovereignty to the European Union. The party opposes EU regulation over Swedish tax and domestic affairs and calls for the national sovereignty and cultural identity of European nations to be prioritized over the EU's political ambitions. SD rejects joining the Economic and Monetary Union by opposing the Euro currency and favors keeping the krona. They also seek to reduce Swedish financial contributions to Brussels, renegotiate Swedish membership of the Schengen Agreement, protect freedom of speech and the free access to the internet from EU copyright bills, and are against the accession of Turkey to the European Union. The SD states that it supports European political cooperation to combat cross-border organized crime, illegal immigration, Islamism, terrorism and environmental challenges but opposes creating an EU army or policies that could lead to the creation of a Federal European Superstate. The party also calls for Sweden to renegotiate its EU membership terms and seeks an amendment to the Swedish constitution to make it mandatory that proposed EU treaties be first put to a public vote. The SD believes that if the EU cannot be reformed and tries to transform itself into a Superstate, Sweden should immediately reconsider its membership via a referendum and prepare to leave the EU. The SD's youth-wing, the Ungsvenskarna support a Swedish exit from the EU. In 2023, party leader Akesson and SD European Union spokesman Charlie Weimers unveiled a new EU strategy calling for Sweden to create a referendum lock in the Riksdag based on the UK European Union Act 2011 to prevent transfer of powers to Brussels without a referendum first and for Sweden's withdrawal from the EU to be possible by removing references to membership in the constitution.
The Sweden Democrats are supportive of Israel and favors recognising Jerusalem as Israel's capital and proposes moving the Swedish embassy there. A study by the European Coalition for Israel documented that SD had the most pro-Israel voting record of the Swedish parties in the European Parliament. In 2021, the Israeli government stated that they did not maintain relations with the SD due to "its roots in Nazism" but by 2023 had dropped its non-cooperation stance after SD representatives signed a document of principle with Israeli ministers pledging to combat antisemitism. Between 2023 and 2024, a delegation of senior SD members visited Israel to hold meetings with Knesset politicians and discuss a cooperation pact with the Likud party. The party has also taken a strongly pro-Israel position following the outbreak of the 2023 Israel-Hamas war, supporting military action to remove Hamas and calling on the Swedish government to review all funding to Palestinian organizations which the SD accuse of spending aid money on terrorism.
In 2011, SD was the only Swedish political party to vote against Swedish involvement in the 2011 military intervention in Libya. SD has advocated a "neutral" position on the Syrian civil war and sent a delegation to meet with Syrian officials in 2017. SD also supports the creation of an independent Kurdish state and for the Armenian genocide to be formally recognised by the international community.
The party supports closer military cooperation with neighboring Nordic countries and previously opposed Swedish membership of NATO, instead calling for an alignment without full membership. However, following the Russian invasion of Ukraine the SD leadership announced it would consider changing its policy to endorse NATO membership and support joining if Finland also applied for NATO membership. The SD has also taken a strongly pro-Ukraine position following the invasion and has called on Sweden and Western governments to help the Ukrainian people defend their homeland.
In 2022, an analysis of votes relating to Russia in the European Parliament found that the Sweden Democrats were the 10th-most critical party in the parliament having voted against Russian interests 93 percent of the time. The report found that among all Swedish parties the Sweden Democrats were the most critical of Russia. Following the Russian invasion of Ukraine, the party got rid of members who had previously expressed support for Putin.
National identity and culture
SD values a strong, common national and cultural identity, believing this to be one of the most basic cornerstones of a functioning democracy. Minimizing linguistic, cultural and religious differences in society has a positive effect on societal cohesion, according to the party. On its platform, SD states the Swedish nation is defined "in terms of loyalty, a common language and common culture." A requirement for becoming a member of the Swedish nation is to either "be born in it or [...] by actively choosing to be a part of it." For these reasons among others, SD firmly rejects multiculturalism.
In an interview for Dagens Nyheter, Second Deputy Speaker of the Riksdag and then-party secretary Björn Söder elaborated on the SD party programme with respect to its views on national identity by saying that he personally did not think people with dual national identities in Sweden would necessarily identify themselves as Swedish. Although an immigrant of any ethnic background in theory can become a Swedish citizen, they would have to adapt and be assimilated in order to be considered Swedish in the cultural sense. Björn Söder stated that the officially recognised Swedish minority peoples (e.g. Sámi, Tornedalians and Jews) in many cases have dual cultural identities and that they probably would be proud of both heritages. It was widely interpreted that Söder had stated in the interview that Jews cannot be Swedish unless they abandon their Jewish identity. Söder's comments were understood to be anti-semitic and caused Swedish parliamentary groups and party leaders to call for Björn Söder's resignation. The Simon Wiesenthal Center listed the statement as number six on their list of the top ten most anti-semitic events of 2014. Söder responded in The Jerusalem Post, denying the charges of anti-semitism and claiming Dagens Nyheter had taken his statements out of context.
The Sweden Democrats advocates a cultural policy that would strip funding for multicultural initiatives and strengthen support for traditional Swedish culture. This agenda has often manifested itself as opposition to state funding of immigrant cultural organisations and festivals, and support for traditional Swedish craft, folk music, and folk dance groups. The party also tends to oppose state support for cultural initiatives deemed provocative or elitist. A 2014 letter signed by 52 Swedish anthropologists, criticised the Sweden Democrats' use of the terms "culture" (kultur [kɵlˈtʉːr] ) and "anthropology" (antropologi [antrɔpʊlʊˈɡiː] ), claiming their views on culture were "essentialist and obsolete", clarifying that culture is "dynamic" and "in constant change".
The Sweden Democrats criticise modern art and have accused local councils of wasting public money on what it calls "provocative" art. The SD want citizens to be able to vote in local referendums on public art displayed near schools, public transport stations and town centres. "The important thing is that what is expressed in the public environment is anchored to the citizens and especially the local residents who are most often in the environment so that they feel an identification", says the party's cultural spokesperson Aron Emilsson. Sweden Democrats mayor in Sölvesborg Louise Erixon claimed "There's a big division between what the general public thinks is beautiful and interesting and what a tiny cultural elite thinks is exciting."
The Sweden Democrats also support a ban on the burqa and niqāb in public places and are against proposals to publicly broadcast the Islamic call to prayer from minarets. Leading party representatives have also spoken out in various contexts against mosques and Islamic centres in Sweden. The SD wants tougher enforcement of existing laws against female genital mutilation, honor violence and social segregation. The party also wants Swedish to remain Sweden's sole official language in state funded schools, government agencies and public funded media, and for more teaching of Swedish cultural history in schools. It also supports prohibiting the hijab in primary schools, arguing that while it is not opposed to hijabs in general, the choice to wear it should be made on an individual basis when a child reaches adulthood. The SD is strongly opposed to sharia law being incorporated into the Swedish legal system.
Jimmie Åkesson has declared that he wants to destroy mosques, ban the construction of new buildings and wiretap Muslim religious communities, in order to combat "Islamism". In 2009 he described Muslims as "the greatest foreign threat since the Second World War". In January 2024, Richard Jomshof, chairman of the Justice Committee in the Riksdag, ignited controversy in Sweden by proposing the prohibition of the Islamic star and crescent. He drew parallels to the ban on the Swastika, claiming that both symbols represent something dangerous.
Economy and welfare
The Sweden Democrats have described themselves as supporters of the Swedish welfare state, labour rights and the public sector, but argue that welfare should be restricted to Swedish citizens and permanent residents. The party argues that foreign-born nationals must show proof of legal residence, paid taxes and financial self-support for a certain period to become eligible for welfare. In its platform, the SD claims that its economic policies are neither left or right-wing, but designed to improve conditions for small and medium-sized companies, self-employed citizens and entrepreneurs to boost employment and stimulate the economy, as opposed to what it describes as "constructed jobs" created by the state to reduce unemployment but hold no long term benefit for the Swedish economy or career paths for the people who work them. SD wants to abolish the Swedish Employment Service in its current form and replace it with a new authority for the supervision and close regulation of private employment services to ensure large corporations do not exploit or undercut Swedish workers. The party supports affordable and free access to public healthcare for Swedish nationals.
SD supports certain free trade conditions but believe Sweden must exit or revise trade agreements that pose a threat to Sweden's sovereignty and Swedish workers. The party favours certain measures of economic protectionism and support state-ownership of companies that operate Swedish mines, agricultural land and produce energy or defense equipment. However, SD also support abolishing inheritance tax and reducing property tax. Since the 2010s, the SD has been critical of Chinese government involvement in infrastructure projects and trade deals with Sweden.
Political author Anders Backlund described the party as "economically centrist," leaning towards economic nationalism (in contrast to the other Swedish conservative parties who tend to favour open free markets and global cosmopolitan philosophies) and supporting a mixed market economy combining centre-left and centre-right ideas, as well as promoting "welfare chauvinist" policies which blend national-populism with socio-economics. According to political scientist Johan Martinsson: "In economic terms, the party is more centrist and pragmatic, with a mixture of left and right-wing proposals".
Family and social issues
The Sweden Democrats consider children raised in a nuclear family as the preferred option for the child's development. Those not raised by their biological parents should have the right to associate with or at least find out who they were. SD has been critical of adoption and artificial insemination for same-sex couples and polyamorous people. The party today fully supports legalization of same-sex marriage and civil unions for gay couples but believes the ultimate decision to perform a wedding ceremony should be decided by the individual religious institution rather than the state.
SD previously opposed government sanctioned adoption to single people and same-sex couples unless the adopting party are close relatives or already have a close relationship with the child, but has since shifted its stance to permitting same-sex adoption and supports privately funded insemination for single or gay parents. Historically, members of SD have criticized a so-called "Homosex Lobby" but the party has since changed and moderated its position on LGBT in Swedish society. Party leader Jimmie Åkesson has expressed concerns that what he describes as the gradual Islamisation of Sweden will eventually lead to the rights of sexual minorities being violated.
Throughout the early 2000s, SD-Kuriren (the official SD party newspaper) regularly published articles criticizing LGBT events and describing homosexuality as "perversion", before moderating itself alongside a shift in party ideology. A blog post claiming Stockholm Pride sexualised young children and equating homosexuality with pedophilia titled Botten måste snart vara nådd (Soon enough we'll hit rock bottom) was published by SD Party secretary Björn Söder on 1 August 2007. The post was widely criticised in the Swedish media as an attack on LGBT people.
An unofficial pride parade called Pride Järva was organised by SD member and former party magazine editor Jan Sjunnesson in the Stockholm suburbs of Tensta and Husby, two areas with large immigrant populations. The event was disavowed by the official Stockholm Pride organisation and the Swedish Federation for Lesbian, Gay, Bisexual and Transgender Rights; in a joint statement both organisations called Sjunnesson "a person who's spreading hatred towards Muslims on social media [and] who's not supporting LGBT rights". Approximately 30 people participated in Pride Järva, with a larger amount of LGBT and heterosexual anti-racist counter-protestors arriving to oppose them. In 2014, the official Stockholm Pride voted to ban the SD from participating that year which was met with criticism from both within the party and from some opposition politicians who argued it was undemocratic.
In recent years, the SD has shifted its stance to being more supportive of LGBT rights and same-sex parenting by updating and expanding its policies regarding LGBT issues. In 2010, SD leader Jimmie Åkesson and party vice-president Carina Ståhl Herrstedt published an article apologizing for past homophobic statements made by party members and arguing that mass immigration risked eroding the rights of Sweden's gay community. In its current platform, the SD states "everyone must be treated equally, regardless of sexual orientation, and discrimination must be combated." In a 2018 interview, SD member of the Riksdag and gender-equality spokesperson Paula Bieler stated that homophobes "are not welcome in our party."
The SD supports gender-affirming surgery as long as the motive behind it is mental wellbeing and permission is given by a medical professional.
The party also calls for a ban on child, polygamous and forced marriages, as well as harsher penalties for honor violence. It also supports a zero-tolerance stance against female genital mutilation within Sweden and abroad, and for perpetrators to be prosecuted or if necessary deported. SD also wants certain restrictions on male circumcision, calling for a ban on minors unless its for medical reasons. The party says that while it does support male circumcision for religious reasons, it should be performed at the age of consent and the state should not fund it through the healthcare system.
SD supports abortion being legal in Sweden and for free access to abortions for up to twelve weeks but opposes late-term abortions unless permission is given by the Swedish National Board of Health and Welfare. The party also calls for a law to ban abortion tourism in Sweden.
Gender equality and social justice
SD opposes any "negative or positive special treatment on the basis of gender, age, sexual orientation, nationality or ethnic origin" in the labour market.
The party maintains that, collectively, there are biological differences between men and women, some of which that cannot be "observed with the naked eye". Perceived differences between men and women in regards to preference, behaviour and life choices exist due to each individual's choices and does not necessarily have to be "problematic, the result of discrimination nor the result of an oppressive gender power structure".
Environment
The party argues that, while Sweden should maintain its "active role in global climate cooperation", other countries should reduce their emissions, as it believes Sweden to already be doing enough on that front. The party opposed the Paris agreement, and advocates keeping nuclear power plants as a prominent energy source in Sweden, believing it to be an efficient way to mitigate climate change. They also advocate investing in climate research internationally and funding climate action on a global scale.
Law and order and security
The Sweden Democrats support generally increased minimum sentences as well as increased resources and personnel for the police. SD wishes to instate the possibility of life imprisonment without parole for the worst crimes and to repatriate foreign citizens found guilty of serious crimes. SD also wants to establish a public register of individuals convicted of certain sexual crimes. The party also supports increased surveillance of those known to be involved in criminal gangs and terrorism. SD argues for a zero-tolerance law for people who physically attack police officers and emergency workers.
SD previously supported the reinstatement of capital punishment before dropping it as an official policy after the party program was updated in 1998, although individuals within the party continue to support the death penalty for serious crimes such as murder and infanticide and have called for chemical castration of convicted child sexual abusers.
The SD is also opposed to repatriating and offering state funded assistance to Swedish citizens who joined ISIS.
Defense
SD wants to increase the number of Swedish Army brigades to seven from today's two.
The party has stated that it would seek to raise Sweden's defense spending to 2–2.5% of GDP.
Monarchy
The party is a supporter of the Swedish monarchy playing a constitutional and cultural role in Swedish life, but also supports an amendment to the constitution that obligates the Riksdag to elect a new monarch in the event of there being no heir to the throne. In 2014 the party proposed that granting of citizenship should be contingent on declaring loyalty to the king.
Other public policies
SD wishes to lower the tax rate for the elderly, as well as increase subsidised housing for the elderly. SD also wishes to allocate additional resources to municipalities in order to provide seniors with greater food assistance and, in general, improve their quality of life. SD has also emphasised a desire to crack down on abuses and crimes of which the elderly are particular targets.
The Sweden Democrats are critical of the special rights given to the indigenous Sámi people of northern Sweden. In 2008 the party accepted a motion against the rights to reindeer husbandry. They have argued that those "who do not involve themselves with reindeer husbandry are treated as second class citizens" and that the privileges the herders have are "undemocratic". They want to restructure the councils and funds that are used to benefit the Sami population, so that they are used "regardless of ethnic identity and business operations". They also want to abolish the Sámi Parliament, which claims special privileges for an "ethnic minority while the society claims equal rights for others".
International relations
In its early days, the Sweden Democrats was known to associate itself with both native Swedish and wider European extreme-right activist groups and parties. During the 1990s, the Sweden Democrats began distancing itself from such groups and made connections with the French National Front (FN) and Jean-Marie Le Pen through his Euronat initiative and received support from the FN but otherwise the party did not actively seek formal relationships outside of Sweden. After party left Euronat, it became more influenced by the neighboring Danish People's Party (DF) and by the 2000s said it had ceased regarding the National Front as a role model and instead saw the DF as a sister party. In 2010, party secretary Björn Söder published an article disowning the SD's older connections to extreme groups or individuals like Le Pen and said SD was more focused on Sweden's issues over interacting with foreign parties. The party has also been active within counter-jihad networks, explicitly from 2007 to 2011.
In Europe, SD has had some contacts with the Austrian FPÖ, the Dutch Party for Freedom and Forum for Democracy, the Flemish Vlaams Belang and the now defunct Belgian People's Party over the early 2010s. The Danish People's Party was initially indifferent on collaborating with the SD until 2010 when Pia Kjærsgaard travelled to Sweden to help with the party's general election campaign. Shortly after, Danish People's Party foreign affairs spokesman Søren Espersen hosted the SD's conference and said both parties would work together in the Nordic Council. Before the European election of 2014 there was some speculation that the SD would enter a grouping with other European nationalist parties led by Marine Le Pen. SD politicians confirmed they had had met with representatives from the proposed group but said the talks were informal. The Danish People's Party reportedly threatened to end ties with SD if they joined the group, stating that while they were willing to work with the SD and the Dutch Freedom Party, they opposed inclusion of parties like the National Front and the FPÖ. However, after the election the SD began to distance itself from other European far-right parties and elected to become a member of the more moderate Europe of Freedom and Direct Democracy (EFDD) group with the UK Independence Party. The SD was also active in the European Alliance for Freedom and the Alliance for Direct Democracy in Europe (ADDE) Euro parties with members of the UK Independence Party (UKIP). In 2016, Marine Le Pen stated that the Sweden Democrats were no longer in official cooperation with her party.
In 2015, SD began forging closer relations with the Danish People's Party, and in 2018 announced an official cooperation pact with the Finns Party, which had previously distanced itself from the SD. All three parties are members of the Nordic Freedom group in the Nordic Council, though the Norwegian Progress Party has refused to join.
The SD maintained cooperation with the Alternative for Germany party under Frauke Petry's leadership when both parties sat with the EFDD group and were members of the ADDE alliance, with Jimmie Åkesson describing the AfD as the SD's "sister party" in Germany during the 2017 German federal election. However, Åkesson has since distanced the SD from statements made by some AfD politicians and by 2024 said the AfD was no longer ideologically compatible with his party.
Since 2018, the SD has been a member of the European Conservatives and Reformists Group (ECR Group) and the European Conservatives and Reformists Party and presently sits alongside Brothers of Italy, the Czech Civic Democratic Party, Spanish Vox party, the Flemish N-VA, Polish Law and Justice, the Finns Party and JA21 from the Netherlands. In 2019, there was discussions on whether they SD would join a new group with the Danish People's Party headed by Matteo Salvini's Lega Nord. However, Åkesson said SD was not invited to join a new European Parliament group and would stay with the ECR but suggested this may have been due to his party's reluctance to cooperate with Le Pen and pro-Putin parties in Europe. In 2024, the SD sought to distance itself from Hungary's Fidesz citing what they perceive as Viktor Orbán's soft stance on Russia following its invasion of Ukraine and threatened to leave the ECR if Fidesz joined unless Orbán demonstrated a more pro-NATO and Putin-critical position. However, the Sweden Democrats later softened its stance against Fidesz and said it was open to working with the party in the European Parliament, but maintained it would not cooperate with Alternative for Germany and cast doubt on an alliance with the French National Rally.
In July 2024, the Sweden Democrats formed the European Parliament 'Nordic Freedom' alliance within the ECR along with the Denmark Democrats and the Finns Party, citing common stances on opposing Russian influence, reducing the EU's intervention into the market, and a desire to participate in governments.
Outside of the EU, SD has had informal contacts with the British Conservative Party and the US Republican Party. Individual politicians of the Norwegian Progress Party have also called for more collaboration with the SD. The SD has also sought to improve and build relations with Israel's Likud which had previously turned down meetings with the SD due to the party's past. In 2024, the SD and Likud began official cooperation with each other.
Reception and controversies
During the 1980s and early 1990s, many outspoken far-right and Nazi advocates were involved with the party. It was founded by, among others, the Swedish Waffen-SS veteran Gustaf Ekström and members of both older Nazi and neo-Nazi organisations. In its early days, the SD also had a reputation for attracting biker and skinhead gangs to its rallies. The party had flyers printed by the French National Front in the 1998 general election, and was financially backed for the 2004 European election by Belgian businessman and racial conspiracy theorist Bernard Mengal. In the 1990s, the party was a member of the Euronat initiative which was set up by Jean-Marie Le Pen. However, as part of the moderation process the Sweden Democrats began expelling extreme far-right members from the early 2000s onwards and updated the party constitution to include clauses against racism, extremism and criminal behaviour. Since the 2010s, the SD has sought to distance itself from far-right parties in Europe, including turning down an invitation to join a grouping in the European Parliament with the French National Front in 2014 and choosing to ally themselves with more moderate parties during the 2014 and 2019 European elections.
Isolation in parliament
Both before and after the 2010 Swedish general election all the major parties, including the Swedish Social Democrats and the Moderate Party, declared they would not collaborate or work with the Sweden Democrats. The move was described by international pundits as an unofficial cordon sanitaire. The policy of non-cooperation was kept in place for the 2014 Swedish general election. However, at a local level other parties from the Moderates to the Left Party have collaborated or voted in favour of SD initiatives. Following the 2018 general election, which saw the disintegration of the centre-right Alliance, Christian Democrats leader Ebba Busch and Moderates leader Ulf Kristersson signaled an end to the non-cooperation policy and began talks with the SD. The policy of non-cooperation was officially scrapped by the Moderates, Christian Democrats and The Liberals for the 2022 election when all four parties signed the Tidö Agreement.
Media boycotts
The Sweden Democrats have complained about difficulties buying advertising space due to the media banning the party from advertising and have accused media outlets of trying to censor or limit the party's campaign messages during elections. This has been criticised by free speech organisations in Sweden and abroad. On 16 June 2006, Dagens Nyheter and Svenska Dagbladet decided to stop their boycott. Expressen, however, still retains a ban on Sweden Democrat advertising. During the 2010 Swedish general election, broadcaster TV4 refused to air a Sweden Democrats campaign video which depicted a Swedish pensioner being outrun by burka-clad women with prams. TV4's decision was criticized by both free speech advocates and politicians from Denmark, including by Danish People's Party leader Pia Kjærsgaard, Venstre and the Conservative People's Party (who reacted to TV4's decision to ban the video by calling for international election observers to be sent to Sweden), and by members of the Norwegian Progress Party who called the decision a "violation of democratic rules." Journalist Hanne Kjöller argued that attempts to censor the SD in 2010 ended up emboldening their support by giving them more publicity.
Muhammad cartoon debate
After the Danish daily newspaper Jyllands-Posten published twelve cartoons depicting Muhammad and ignited a controversy during the 2005 autumn and winter, the Sweden Democrats gave their unreserved support to the publication with reference to the freedom of speech. SD stated that it saw no reason why a Danish newspaper should be forced to abide by Muslim rules and prohibitions regarding expression. When the boycott of Danish products was launched in the Middle East, SD launched a "Buy Danish" campaign in support of Danish workers. In 2006 SD entered the Muhammad cartoon debate by publishing a cartoon depicting Muhammad on its youth league (SDU) and SD-Kuriren (pronounced [ˈɛ̂sːdeːkɵˌriːrɛn] ) websites. The cartoon showed Muhammad from behind holding a mirror in front of his face. However, instead of any facial features, the mirror showed only a blank head. The cartoon was captioned "Muhammad's Face" (Swedish: Muhammeds ansikte [mɵˈhǎmːɛds ˈânːsɪktɛ] ).
The publication attracted the attention of the Swedish government, which informed internet service provider Levonline about the SD's publications. Subsequently, Levonline shut down SD's web page. The Minister for Foreign Affairs, Laila Freivalds, denied any direct interference. However, at the same time, Laila Freivalds condemned the publication as a provocation. Freivalds then resigned from the Persson Cabinet after being accused of interference with press freedom and lying about such actions.
This event spurred debate on government censorship in Sweden. The Sweden Democrats also had a hate speech charge filed against them due to the posted caricature. Similar hate speech charges were filed against other Swedish publishers who had depicted Muhammad. However, these charges were immediately deemed to be unfounded by the Swedish Chancellor of Justice.
The Sweden Democrats originally planned to publish a set of cartoons in their newspaper SD-Kuriren. However, after the controversy erupted, Jimmie Åkesson issued a statement on SD's website on 9 February 2006, stating that they would refrain from further publications online and in print, due to concerns that publishing might spur hostile actions against Swedes and Swedish interests.
The shutdown of the Sweden Democrats' websites was reported to the Committee on the Constitution by the Liberal People's Party leader Lars Leijonborg. SD filed complaints against the Security Service (Säpo) and the Ministry for Foreign Affairs with the Justitiekansler and Justitieombudsmannen, alleging that the government's interference was unconstitutional. The spokesperson of the Green Party, Peter Eriksson, also criticised the involvement of the Ministry for Foreign Affairs in the event.
Racist incidents and expulsions
The Sweden Democrats have, among all Swedish parliamentary parties, had the largest share of elected municipal representatives resign since the 2010 elections (27.8%). Many of these resignations were brought on by racist statements or actions by these representatives.
In November 2012, party spokesperson Erik Almqvist resigned after he had been caught on tape making racist and sexist statements. In November 2012, parliamentarian Lars Isovaara resigned after accusing two people of foreign origin of stealing his bag (which Isovaara had left at a restaurant) and then proceeding to verbally abuse a security guard of a foreign background. Isovaara's replacement in parliament, Markus Wiechel, was found in April 2013 to have referred to a group of black people as "monkeys" in a Facebook comment back in 2011. Wiechel later apologised and stated the comment had been in reference to a video of a tribal witch burning in Africa.
In March 2013, 12 individuals were thrown out of the party for their involvement in neo-Nazi or other extremist movements. In November 2013, parliamentarian and then vice party leader Jonas Åkerlund gained attention for having called immigrants "parasites" during a broadcast on SD's own radio station in 2002, after the recording was publicly rediscovered. In his defence, Åkerlund stated that he only said it to provoke people. In September 2014, the party chairman of the local Stockholm branch, Christoffer Dulny was asked to resign from his position after it was found he had previously posted mocking comments about immigrants, calling them "shameless liars" on alternative media sites. He also resigned from parliament on the same day.
In October 2016, a video of the parliamentarian and economic policy spokesperson Oscar Sjöstedt laughing at antisemitic jokes was released by a former school friend of his who also accused Sjöstedt of chanting fascist slogans. Whilst at a party believed to have been organized by the neo-Nazi group Info-14 in 2011 when Sjöstedt was a member of the SD's youth wing, he laughingly told a story about former co-workers with Nazi sympathies mocking Jews and comparing them to sheep. Following an investigation by the party, Sjöstedt stated that a friend had invited him to the party but he had walked out upon discovering who had organized it and denied expressing fascist statements. During the same month, the parliamentarian and second deputy party leader Carina Herrstedt was confronted with having sent an allegedly racist, antisemitic, homophobic and anti-romanyist email to her then spouse in 2011. The email, which had been leaked from the party's internal servers, for instance contained phrases that named black football players from the team Landskrona BoIS as "niggers" whilst also picturing Romani people as thieves. The email was meant to be playful and ironic, Herrstedt told Aftonbladet.
Between 2015 and 2016 various members of the party were expelled from the SD for expressing extremist or racist views, or because of disagreement with the party's shift towards moderation and social conservatism. In April 2015, the Sweden Democratic Youth leaders were also expelled for these reasons, and the organisation was dissolved shortly after with the mother party issuing a warning for remaining SDU members to leave the youth wing or be expelled from the party. In December 2016, the parliamentarian Anna Hagwall was thrown out of the party after using arguments associated with antisemitism to argue for a bill that she introduced in parliament intended to reduce concentration of media ownership in Sweden.
In September 2017, a report from Dagens ETC found that 14 former municipal representatives of the party had infiltrated the SD in order to financially support the Nordic Resistance Movement, a neo-Nazi organisation, through financial transactions, memberships, or purchases of antisemitic and racist literature or souvenirs. In August 2018, 2 members were kicked out due to purchases of Nazi memorabilia online; following the expulsions, Michael Erlandsson, one of the SD's spokespeople, publicly stated that people who "have these types of views and share these types of materials" have no place in the party and that the SD maintains a zero-tolerance stance on expressing fascist views. 14 candidates were expelled from the party as well after being exposed as former members of neo-Nazi organisations. Referring to the latest expulsions, SD leader Jimmie Åkesson declared that the party "works extremely hard to keep clean".
In 2017, Martin Strid, party spokesman in Borlänge, appeared to state at a televised SD rally that Muslims were not "fully human" and humane. Strid's comments were met with condemnation within the SD. Åkesson and SD party secretary Richard Jomshof described them as racist, with Jomshof stating the SD advocates ideological criticism, but not violating human rights. SD board member Aron Emilsson said that Strid would face a disciplinary meeting for violating the party's code of conduct. In response, Strid said he had expressed himself "clumsily" but chose to quit the party after being given an ultimatum to resign or be expelled.
In March 2022, parliamentarian Roger Richthoff was sacked from his role as party defense spokesman and subsequently expelled from the SD and banned by the party from standing as a candidate for them in the 2022 Swedish general election after posting controversial comments on Twitter, including sharing a video supporting Russia in the 2022 Russian invasion of Ukraine in which several antisemitic conspiracy theories were presented.
Researcher on Nordic nationalism Benjamin R. Teitelbaum described the present day version Sweden Democrats as paradoxical compared to other European nationalist parties on the issues of racism and radicalism. Teitelbaum notes that in contrast to other Nordic and wider European populist parties, the SD differs by having a past rooted in white nationalism and extremism, but in the present day is comparably more proactive in rejecting ethno-nationalism and expelling members who make racist statements to the point where he considers the SD to be on the "softer side" of national-populism. Similar observations were made by British conservative author Douglas Murray who described the SD as undergoing one of the most significant transformations on the European political right from a party on the fringes that openly pushed extreme tendencies to a more mainstream movement that draws on diverse support. Kateřina Lišaníková argued that out of all the parties in Sweden, the SD was more likely to attract individual members who made extreme statements regarding immigrants but this was a consequence of the SD being the only party in the Riksdag willing to challenge the political consensus on immigration for several years as opposed to the SD itself being an extremist or racist party.
Ashley Fox, leader of the British Conservative MEPs, praised the Sweden Democrats regarding the party's policy decisions on the expulsion of extremist and racist members: "Over the past decade the Sweden Democrats have made progress in reforming themselves, expelling any members displaying unacceptable views or behaviour and diversifying their party base."
Iron pipe scandal
On November 14, 2012, Erik Almqvist, in addition to party spokesperson Kent Ekeroth and party official Christian Westling were filmed arming themselves with iron pipes before they sought out a confrontation with Soran Ismail, a Swedish comedian of Kurdish descent.
Splinter parties
Since the SD's inception, breakaway parties have been formed by former SD members, many of whom were either removed from the party due to controversial actions or resigned after the SD began to ideologically shift and moderate itself.
In 1995, former SD spokesman Leif Zeilon established the minor neo-Nazi Hembygdspartiet (Homeland Party) along with other founding members of the SD after Anders Klarström was replaced as party chairman by a less hardline leadership.
In 2001, a major breakaway occurred when the more radical ethno-nationalist faction of the SD's national board and their supporters were collectively expelled and formed the National Democrats party.
On 18 March 2018, Alternative for Sweden (AfS) was formed by former members of the SD's old youth wing after they were kicked out of the party after alleged ties with extremist groups and for coming into conflict with the mother party. Three SD parliamentarians joined Alternative for Sweden but all lost their seats during the 2018 general election. AfS's policies have been criticised as too extreme by members of the SD such as Henrik Vinge.
Lobbying
The Sweden Democrats came under fire in 2015 for changing their position on profits made by private welfare companies. Before the election in 2014 they favored having restrictions on the amount of profit that welfare companies could take and use for their own gain. Since the election, they have favored the approach of the Alliance parties, that is higher and more restrictive quality standards. This has been suspected to be because of extensive lobbying done by the organisation Svenskt Näringsliv among others. The story was discovered by the Swedish newspaper Dagens Industri on 14 September 2015. SD has denied all accusations of corruption.
Anonymous social media accounts
On May 7, 2024, one month prior to the 2024 EU elections, the TV4 investigative journalism program Kalla fakta ('Hard Facts') premiered a two-part documentary (Undercover i trollfabriken, 'Undercover in the Troll Factory') revealing that the Sweden Democrats systematically used anonymous accounts on social media platforms such as TikTok, X and Facebook. The scoop was obtained through the use of the wallraff method where a reporter spent five months as an employee at the previously SD-owned YouTube channel Riks as well as the party's communications department, documenting internal discussions on the party's communication strategies. The documentary revealed that at least 23 anonymous social media accounts were actually run from SD's communications department, spreading xenophobic content and satirical attacks on opposing politicians from other parties, including deepfake videos. According to Kalla fakta, posts from these accounts reached 27 million views across social media platforms. SD's head of communication, Joakim Wallerstein, repeated earlier claims that the party does not run any anonymous social media accounts. However, according to Swedish newspaper Aftonbladet, internal communication reveals that Wallerstein already in 2012 wanted to include anonymous internet campaigns as part of the party's strategy.
In an official response from the Sweden Democrats' leader Jimmie Åkesson, the Kalla fakta documentary was dismissed as a "gigantic, domestic influence operation by the left-liberal establishment". In numerous interviews, SD representatives toned down the content posted on the anonymous accounts as simple satire and humor material. Following the documentary, and the party's response to it, SD received massive criticism from all other Swedish parliamentary parties. The government parties accused SD of not following the Tidö Agreement, which contains a clause about showing respect towards other parties. After a meeting on May 16, SD agreed that some of the anonymous accounts' posts went against the agreement and agreed to delete 45 posts. They did not agree to stop running anonymous accounts but said they would use a softer tone towards parties in the Tidö coalition.
Electoral results
Riksdag
European Parliament
Maps
Leadership
Party leader
Anders Klarström (1989–1995)
Mikael Jansson (1995–2005)
Jimmie Åkesson (2005–2014)
Mattias Karlsson (interim, 2014–2015)
Jimmie Åkesson (2015–present)
First Deputy Party leader
Jonas Åkerlund (2006–2015)
Julia Kronlid (2015–2019)
Henrik Vinge (2019–present)
Second Deputy Party leader
Jonas Åkerlund (2005–2006)
Anna Hagwall (2006–2009)
Carina Ståhl Herrstedt (2009–2019)
Julia Kronlid (2019–present)
Secretary
Jakob Eriksson (1998–2001)
Jimmy Windeskog (2001–2003)
Torbjörn Kastell (2003–2004)
Jan Milld (2004–2005)
David Lång (2005)
Björn Söder (2005–2015)
Richard Jomshof (2015–2022)
Mattias Bäckström Johansson (2022–present)
Parliamentary group leader
Björn Söder (2010–2014)
Mattias Karlsson (2014–2019)
Henrik Vinge (2019–2023)
Linda Lindberg (2023–present)
International secretary
Mattias Karlsson (2022-)
Party spokespeople
Leif Zeilon and Jonny Berg (1988–1989; spokespersons)
Ola Sundberg and Anders Klarström (1989–1990; spokespersons)
Anders Klarström and Madeleine Larsson (1990–1992; spokespersons)
Other prominent party members
Sten Andersson (28 February 1943 – 16 August 2010)
Tommy Funebo
Dragan Klaric
Internal structure
The Sweden Democrats are made up of 16 districts of local party associations with executive boards. Each district consists of a number of municipal associations, which may include one or more municipalities. In municipalities that are not covered by a municipal association, the party organises its members as working groups instead. The SD also has a centralized national board permanently chaired by the party leader and party secretary and whose other members are elected by the SD's membership base.
Within the SD there is a women's branch SD-Women and an affiliated youth-wing Young Swedes SDU which was founded in 2015. The SD's first youth-wing was founded in 1993 as the Sweden Democratic Youth Association before it was renamed the Sweden Democratic Youth (SDU). The old SDU was disbanded in 1995 due to extremism problems before it was reconstituted in 1998. Many prominent SD politicians including party leader Jimmie Åkesson were members of the SDU. In 2015, the SD announced it would expel the leadership of the SDU from the mother party and officially sever ties with it due to ongoing controversies with its members. The party subsequently created the Young Swedes SDU as a replacement.
Following the 2010 Swedish general election, the SD created its own security unit which by 2014 consisted of an estimated 60 people. SD states that the unit is intended to handle internal issues within the party, including cybersecurity, to marshal public events and to encourage members to report external threats to the police. The SD has argued the security wing is necessary due to threats against SD politicians and highlighted a 2012 report by the Swedish National Council for Crime Prevention which found one in two of every local SD politician had experienced some form of threat, harassment or physical violence, and that SD legislators were statistically twice as more likely to be threatened than members of other parties. SD reported 95 instances of threats or violence against elected officials to the police and Riksdag security in 2012.
Associated organisations and media
Since its founding, the SD has published its own newspaper SD-Kuriren which was previously known as Sverige-Kuriren and then SD Bulletin until 2003. Party secretary Richard Jomshof currently serves as the paper's editor. In 2014, the party also launched an online magazine Samtiden ('Contemporary'). It is currently edited by Swedish economist Dick Erixon.
In 2020, Mattias Karlsson, the former group leader of the Sweden Democrats in the Riksdag founded Oikos, a conservative think-tank. Expo has alleged the think-tank to be an "extension of the Sweden Democrats' political project" supposedly also receiving funding from the party although the group itself claims to be non-partisan.
In 2020, the party also helped to launch a web based TV channel called Riks, through their wholly owned online magazine Samtiden, with the ambition that the media channel should not be an official party TV. However, in a 2024 investigatory exposé conducted by TV4’s investigatory branch, Kalla fakta, it was discovered that Riks and the SD are in a close-knit relationship with each other. For example, the exposé showed that Riks rents its office spaces from the Sweden Democrats, and that members of the SD and Riks come into frequent contact with one another, moving freely between each other's offices. Moreover, the SD's communications department instructed Riks to hide any connection to SD before an Expressen interview with Dick Erixon in Riks' offices. In addition to that, the programme showed that the SD's communications department used anonymous social media accounts to artificially disseminate Riks' posts and YouTube videos.
Voter demography
According to Statistics Sweden's (SCB) 2017 party preference survey, the Sweden Democrats (SD) have a stronger support among men than among women. There is no noticeable difference in support for the party among different age groups. The support for SD is greater among native born than among foreign born. Since 2014 the SD has substantially increased its support among both foreign-born and foreign-background voters, becoming the third largest party in Sweden also among this demographic by 2017. Sympathies are greater for the party among persons with primary and secondary education than among those with a higher education. The 2018 party preference survey of the SCB show that SD has twice as much support among men than among women.
A study by Aftonbladet in 2010 found that 14% of SD members were of immigrant origin, which matches the share of foreign-born inhabitants of Sweden, while their vote share in this population group has always been lower. For the 2010 election in the municipality of Södertälje (Stockholm County), SD was the only party with a majority of immigrants on its electoral list, mostly Assyrians from the Middle East. Polling 7.31% (3,447 votes), SD's municipal list in Södertälje got 5 of the 65 municipal seats. Nader Helawi and four other Swedes of immigrant origin will sit as municipal councilors. Since 2014, the SD has seen growing support from foreign-born Swedish voters, and was estimated to have become the third most popular party for voters of immigrant backgrounds by 2017. In recent years, politicians of ethnic minority and immigrant backgrounds have become increasingly active in the party, with notable examples including Nima Gholam Ali Pour, Kent Ekeroth, Sara Gille and Rashid Farivar.
Changes in voter base at the general elections, 2006–2022
See also
List of political parties in Sweden
References
Bibliography
External links
Media related to Sverigedemokraterna at Wikimedia Commons
(in Swedish) Official website
(in Swedish) Jimmie Åkesson's website
(in Swedish) SD-Kuriren
(in Swedish) Young Swedes SDU |
Eurovision_Song_Contest_2006 | https://en.wikipedia.org/wiki/Eurovision_Song_Contest_2006 | [
820
] | [
"https://en.wikipedia.org/wiki/Eurovision_Song_Contest_2006"
] | The Eurovision Song Contest 2006 was the 51st edition of the Eurovision Song Contest. It took place in Athens, Greece, following the country's victory at the 2005 contest with the song "My Number One" by Helena Paparizou. Organised by the European Broadcasting Union (EBU) and host broadcaster Hellenic Broadcasting Corporation (ERT), the contest was held at the Olympic Indoor Hall, and consisted of a semi-final on 18 May, and a final on 20 May 2006. The two live shows were presented by American television personality Maria Menounos and Greek former contestant Sakis Rouvas.
Thirty-seven countries participated in the contest. Armenia took part for the first time. Meanwhile, Austria, Hungary, and Serbia and Montenegro announced their non-participation in the contest. Serbia and Montenegro had intended to participate, but due to a scandal in the national selection, tensions were caused between the Serbian broadcaster, RTS, and the Montenegrin broadcaster, RTCG. Despite this, the nation did retain voting rights for the contest.
The winner was Finland with the heavy metal-song "Hard Rock Hallelujah", performed by Lordi and written by lead singer Mr. Lordi. This was Finland's first victory in the contest - and first top five placing - in 45 years of participation, the longest time a country had competed without a win at that point. It was also the first ever hard rock song to win the contest, as well as the first band to win since 1997. Russia, Bosnia and Herzegovina, Romania and Sweden rounded out the top five. Bosnia and Herzegovina achieved their best result in their Eurovision history. Further down the table, Lithuania also achieved their best result to date, finishing sixth. Of the "Big Four" countries Germany placed the highest, finishing joint fourteenth (with Norway).
The contest saw the 1,000th song performed in the contest, when Ireland's Brian Kennedy performed "Every Song Is a Cry for Love" in the semi-final.
Location
The contest took place in Athens, Greece, following the country's victory at the 2005 edition. It was the first time Greece hosted the contest.
The venue that was chosen as the host venue was the Olympic Indoor Hall, which is located in the Athens Olympic Sports Complex, in the capital city of Greece. Completed in 1995, it was the largest indoor venue used at the 2004 Summer Olympics when hosted gymnastics and the basketball finals and the 2004 Summer Paralympics when hosted the wheelchair basketball.
Bidding phase
When Greece won the 2005 contest, the Head of the Greek Delegation, Fotini Yiannoulatou, said that ERT was ready to host the event in Athens the next year. However, multiple cities bid to host the 2006 contest, including Thessaloniki and Patras, the second and the third largest city in Greece, respectively. The majors of the three cities (Athens, Thessaloniki, Patras) were said that their cities were ready to host the event. The venues that were rumored for each city were: the Olympic Indoor Hall for Athens, Pylea Sports Hall for Thessaloniki and Dimitris Tofalos Arena for Patras.
A few days after Greece's win, the Greek public broadcaster stated that "ERT intends to hold the Eurovision Song Contest in Athens, taking into account EBU's already expressed wish for the event to be combined with the Olympic facilities and amenities that the city of Athens has to offer". Mr. Panaghiotis Psomiadis, the Prefect of Thessaloniki stated the city will fight for the hosting of the contest. As the city of Patras seemed not to be available to host the contest, at the end it was a two-horse race between Athens and Thessaloniki.
Finally, on June 30, 2005, ERT and EBU announced that Athens will be the host city of the 2006 contest, despite the opposition of some Greek politicians, stated that Athens already had its promotion during the 2004 Summer Olympics and that it's "another city's turn now". The joint decision of the EBU and ERT is to host the 51st Eurovision Song Contest in Athens, which has several modern Olympic venues, infrastructure and a proven ability to host events of this size.
Other sites
The Eurovision Village was the official Eurovision Song Contest fan and sponsors' area during the events week. There it was possible to watch performances by local artists, as well as the live shows broadcast from the main venue. Located at the Zappeion, it was open from 15 to 21 May 2006.
The EuroClub was the venue for the official after-parties and private performances by contest participants. Unlike the Eurovision Village, access to the EuroClub was restricted to accredited fans, delegates, and press. It was located at Athens Technopolis, an industrial museum and a major cultural venue of the city.
The official "Welcome and Opening Ceremonies" events, where the contestants and their delegations are presented before the accredited press and fans, took place also in Zappeon on 15 May 2006 at 21:00 EET, followed by the Opening Ceremony.
Participating countries
All participating countries in a Eurovision Song Contest must be active members of the EBU.
It was initially announced on 16 January 2006 that thirty-eight countries would participate in the contest, with Austria opting not to participate due to the bad result at the previous contest and Hungary also deciding not to participate due to financial reasons. Armenia participated for the very first time in the history of the contest.
Serbia and Montenegro announced its withdrawal on 15 March 2006, reducing the participants number from 38 to 37 and leaving a vacancy in the final; however, the country retained their rights to vote in the contest.
Returning artists
Bold indicates a previous winner.
Additionally, Hari Mata Hari were selected to represent Bosnia and Herzegovina in the 1999 contest, but their entry was disqualified. Ireland's Brian Kennedy performed in Lumen, the interval act of the 1995 contest.
Host Sakis Rouvas previously represented Greece at the 2004 contest. If No Name had been permitted to represent Serbia and Montenegro, they would have done so for the second consecutive year.
Other countries
Active EBU members
Active EBU member broadcasters in Austria, the Czech Republic, Georgia, Hungary confirmed non-participation prior to the announcement of the participants list by the EBU. Serbia and Montenegro withdrew from the contest due to a scandal in the selection process, which caused tensions between the Serbian and Montenegrin broadcasters (RTS and RTCG).
Format
Visual design
The official logo of the contest remained the same from 2004 and 2005 with the country's flag in the heart being changed. The 2006 sub-logo was presented to the public through a press conference that was held in November 1, 2005, in King George Hotel in Athens, while it was created by the design company Karamela for Greek television and was apparently based on the Phaistos Disc which is a popular symbol of ancient Greece. According to ERT, it was "inspired by the wind and the sea, the golden sunlight and the glow of the sand". Following Istanbul's "Under The Same Sky" and Kyiv's "Awakening", the slogan for the 2006 show was "Feel The Rhythm". This theme was also the basis for the postcards for the 2006 show, which emphasized Greece's historical significance as well as being a major modern tourist destination.
In addition to the graphic design, there was a theme music for the contest composed by Nikko Patrelakis, which was used in the intros and in-between commercial breaks, as well as besides the participating entries. The theme music package was conducted by Andreas Pylarinos, while the ERT Symphony Orchestra recorded all music used during the show.
Broadcasting
As with the 2005 edition, the shows were broadcast in widescreen 16:9 format. The final was also filmed (but not broadcast) in high-definition, as part of collaboration between host broadcaster ERT and R&D teams of EBU members (including Rai and BBC) to test high-definition television. In 2021, the EBU released the high-definition footage onto their YouTube channel, allowing the public to view it for the first time. The first song contest produced and broadcast in high-definition was the subsequent edition in 2007.
Stage design
The host broadcaster ERT announced that the British company Stage One has been appointed to build the set for the contest. Stage One was designed the sets for the Opening and Closing ceremonies of the 2004 Olympic Games in Athens. The broadcaster have announced that the concept will be rich with traditional Greek elements, paying homage to the country's history and culture. The stage for the contest was designed by Greek stage designer Elias Ledakis. He would go on to design the stage for the Junior Eurovision Song Contest 2013 in Kyiv, Ukraine. The stage was a replica of an ancient Greek amphitheatre.
Postcards
As it was referred, the theme "Feel The Rhythm" was also the basis for the postcards, which emphasized Greece's historical significance as well as being a major modern tourist destination. The postcards filmed between March and April 2006. The host broadcaster ERT spent 3 million euros on the production of the 37 postcards. Fanis Papathanisiou of ERT said: "An impressive, international tourism campaign is expensive as well. The Eurovision Song Contest is a perfect platform to achieve equal or even better results. That's why it is worth the investment". To decide what to show in the postcards, ERT hold surveys in all participating countries, asking what people associate Greece with.
Voting segment
To save time in the final, the voting time lasted ten minutes and the voting process was changed: points 1–7 were shown immediately on-screen. The spokespersons only announced the countries scoring 8, 10 and 12 points. Despite this being intended to speed proceedings up, there were still problems during voting – EBU imaging over-rode Maria Menounos during a segment in the voting interval and some scoreboards were slow to load. The Dutch spokesperson Paul de Leeuw also caused problems, giving his mobile number to presenter Rouvas during the Dutch results, and slowing down proceedings, also by announcing the first seven points. Constantinos Christoforou (who also represented Cyprus in 1996, 2002 and 2005) saluted from "Nicosia, the last divided capital in Europe"; during Cyprus' reading, the telecast displayed Switzerland by mistake. This voting process has been criticized because suspense was lost by only reading three votes instead of ten. And for the first and only time before the Prespa agreement, the display for the Macedonian entry had the title spelled out in its entirety (as "Former Yugoslav Republic of Macedonia") instead of being abbreviated as it has been in previous years (as "FYR Macedonia").
Presenters
After Greece's win, several websites claimed to know that Alexandra Pascalidou would be co-host the 2006 Contest, together with the Greek-French journalist and entertainer Nikos Aliagas, but these speculations were untrue.
Initially, the Hellenic Broadcasting Corporation (ERT) asked Sakis Rouvas to represent again Greece in Athens, an offer which he didn't accept. With the Greek broadcaster wanting Rouvas' involvement in the contest, they offered him to be one of the hosts of the contest, where he accepted. Between the names that were rumored for the female host, included the Greek Canadian actress, screenwriter, director, and producer Nia Vardalos (known for writing and starring in My Big Fat Greek Wedding), the Greek social entrepreneur and philanthropist Elizabeth Filippouli (later, she founded the Global Thinkers Forum in London), the Greek American actress, producer, and businesswoman Jennifer Aniston (known for her role as Rachel Green on the television sitcom Friends (1994–2004), for which she earned Primetime Emmy, Golden Globe, and Screen Actors Guild awards), all three of them having Greek roots, and the previous edition's winner, Helena Paparizou.
After a lot of speculations, the Greek broadcaster announced on 7 March 2006 that the Greek American entertainment reporter, television personality, professional wrestler, actress, and businesswoman Maria Menounos would be the hostess of the contest. Menounos was starring along with Sean Connery in the movie remake video game James Bond 007: From Russia with love, while in 2002 she joined the NBC show Entertainment Tonight.
Menounos and Rouvas also hosted the allocation draw on March 21, 2006, in order to determine the running order for the semi-final, the grand final and - for the first time in the history of the contest – the voting order.
The "Welcome to the Party" opening ceremony was hosted by actress Zeta Makrypoulia and actor/screenwriter of the show, Giorgos Kapoutzidis, while Ioanna Papanikolopoulou was moderating the press conferences.
Contest overview
Semi-final
The semi-final was held on 18 May 2006 at 21:00 (CET). 23 countries performed and all 37 participants and Serbia (as a part of Serbia and Montenegro) voted.
The semi-final opened with a medley of former Eurovision songs performed by Greek gods: "Welcome to the Party" (runner-up at the Ellinikós Telikós 2006) of Anna Vissi performed by Muses, "Nel blu, dipinto di blu" (Italy 1958) of Domenico Modugno performed by Zeus, "L'amour est bleu" (Luxembourg 1967) of Vicky Leandros performed by Poseidon, "Save Your Kisses for Me" (United Kingdom 1976) of Brotherhood of Man performed by Hermes, "Making Your Mind Up" (United Kingdom 1981) of Bucks Fizz performed by Athena, "A-Ba-Ni-Bi" (Israel 1978) of Izhar Cohen & The Alphabeta performed by Hephaestus, "Dschinghis Khan" (Germany 1979) of Dschinghis Khan performed by Ares, "Diva" (Israel 1998) of Dana International performed by Aphrodite, "Waterloo" (Sweden 1974) of ABBA performed by Charites, "Wild Dances" (Ukraine 2004) of Ruslana performed by Artemis and "My Number One" (Greece 2005) of Helena Paparizou performed by the ensemble cast of the Greek gods. In addition, the hosts Maria Menounos and Sakis Rouvas sang the winning song of the 1997 contest, "Love Shine a Light" of Katrina and the Waves, representing the United Kingdom.
The voting lines for the semi-final were opened by Emilia Tsoulfa (gold medalist in Athens 2004 at 470 class sailing representing Greece) and Dimosthenis Tampakos (Greek gymnast and Olympic gold medalist).
The interval act of the semi-final began with the English cover of the song "S'eho Erotefthi", performed as "I'm In Love With You" from the host Sakis Rouvas. A folkloric ballet composed by Dimitris Papadimitriou and choreographed by Fokas Evangelinos followed, using traditional Greek music and dances, with the pan flute as a conducting element.
Final
The finalists were:
the four automatic qualifiers France, Germany, Spain and the United Kingdom;
the top 10 countries from the 2005 final (other than the automatic qualifiers);
the top 10 countries from the 2006 semi-final.
The final was held on 20 May 2006 at 21:00 (CET) and was won by Finland. 24 countries performed and all 37 participants and Serbia (as a part of Serbia and Montenegro) voted.
The grand final opened with a ballet dance, symbolizing the birth of Greece. Greek singer Foteini Darra performed "The Mermaid Song" (also known as "The Song of Life"), while the dancers and the sets mimicked the creative elements (the sea, the wind, the sun). At the end of the ballet, the presenters appeared in the air, suspended from ropes. They landed on the stage and greeted the audience. They immediately introduced the previous year's winner, Helena Paparizou, who covered her winning song, "My Number One".
The voting lines for the final were opened by the Luxembourgish entrant at the 1963 contest, Nana Mouskouri.
The interval act of the final featured Helena Paparizou performed her song "Mambo!", already a smash hit in Greece, and a contemporary ballet composed by Dimitris Papadimitriou and choreographed by Fokas Evangelinos entitled 4000 Years of Greek Song and which traced the history of the musical culture of the host country.
Spokespersons
The following people were the spokespersons for their countries. A spokesperson delivers the results of national televoting during the final night, awarding points to the entries on behalf of his or her country. Although Serbia and Montenegro withdrew from the contest, it retained its voting rights. A draw was held to determine each country's voting order. Countries revealed their votes in the following order:
Detailed voting results
Televoting was used in all nations except Monaco and Albania. Monaco used a jury as the chances of getting enough votes needed to validate the votes were low. Albania used a jury since there were problems with their televote. In the semi-final, Monaco and Albania used the jury voting due to insufficient televoting numbers. Coincidentally, Albania and Monaco were two of the three countries that did not vote for the winning entry, the third one was Armenia.
Serbia had been allowed to vote in the show, despite not competing, and despite not being an independent country, but a part of Serbia and Montenegro.
Semi-final
12 points
Below is a summary of all 12 points in the semi-final:
Final
12 points
Below is a summary of all 12 points in the final:
Broadcasts
All participating broadcasters may choose to have on-site or remote commentators providing an insight about the show to their local audience and, while they must broadcast at least the semi-final they are voting in and the final, most broadcasters air all three shows with different programming plans. Similarly, some non-participating broadcasters may still want to air the contest. The tables below show known data regarding the broadcasts:
International broadcasts
Australia – Although Australia was not itself eligible to enter, the semi-final and final were broadcast on SBS, and took commentary from the BBC broadcast. As is the case each year, they were not however broadcast live due to the difference in Australian time zones. The final rated an estimated 462,000, and was ranked 21st of the broadcaster's top rating programs for the 2005/06 financial year.
Azerbaijan – Azerbaijan were willing to enter the contest but since AzTV applied for active EBU membership but was denied on June 18, 2007, they missed the contest and had to wait until they were accepted. Another Azerbaijan broadcaster, İctimai, broadcast the contest. It was a passive EBU member, and had broadcast it for the last 2 years. It was the only non-participating broadcaster this year to send its own commentators to the contest.
Gibraltar – Gibraltar screened only the final on GBC.
Italy – Italy did not enter because RAI, the national broadcaster, is in strong competition with commercial TV stations and they believed that the Eurovision Song Contest would not be a popular show in Italy. They had not broadcast the contest in recent years, although an independent Italian channel for the gay community had shown it in 2003. Italy eventually rejoined in 2011, and has since enjoyed an upturn in fortunes.
Serbia and Montenegro – Serbia and Montenegro was originally set to compete in 2006, before withdrawing after being unable to select an entry following a controversy at its national final. Despite this, Serbia's broadcaster RTS retained broadcasting rights, and viewers in Serbia were allowed to vote in both the semi-final and the final.
Ratings
After the contest, EBU officials stated that the overall ratings for the semi-final were 35% higher than in 2005, and for the Final had risen by 28%.
In France, average market shares reached 30.3%, up by 8% over the 2005 figure. Other countries that showed a rise in average market shares included Germany with 38% (up from 29%), United Kingdom with 37.5% (up from 36%), Spain with 36% (up from 35%), Ireland with 58% (up from 35%) and Sweden, which reached over 80% compared to 57% the year previously.
Voting revenues had also risen from the Kyiv contest, and the official Eurovision website, www.eurovision.tv, reported visits from over 200 countries and over 98 million page views, compared with 85 million in 2005.
High-definition broadcast
Large parts of the final were filmed in high-definition to gather "artistic and scientific knowledge" for future contests, but the footage was never intended to be used as part of the original broadcast and was filmed as part of a research experiment carried by those including the EBU, host broadcaster ERT, the Institute for Broadcasting Technology in Munich, the research and development laboratories of RAI and the BBC. The footage was broadcast for the first time, as part of EurovisionAgain, on Eurovision's YouTube channel on 31 July 2021.
Aftermath
ERT's net income from the Eurovision event amounted to 7,280,000 euros, while the cost of the entire event reached 5,500,000 euros, said on Thursday in a press conference the president of ERT, Christos Panagopoulos and the authorized consultant George Chouliaras, who stated: "The allegations about the waste of money of the Greek taxpayer do not apply. The Greek people did not pay a penny for the event. It was a commercial and profitable event and the money we spent was donor money".
According to G. Chouliaras, the revenues that ERT had from the event were 3,630,000 euros from national sponsors, 2,200,000 euros from tickets and 1,450,000 euros from the share of international sponsors, advertising revenues outside sponsorships, sms, etc.
Regarding the costs paid by ERT for the event together with the EBU, it amounted to a total of 9 million euros, of which 5.5 million euros were paid by ERT and 3.5 million euros by the EBU. These costs include the costs for the television production, the production of the artistic program, the technical production, the payment of contributions, the organization of the competition and any other direct costs related to the organization of Eurovision 2006. It is also noted that EOT paid for the production of 47 commercials and their promotion during the semifinals and the final 3.5 million euros.
Spectacles and rewards
The president of ERT, Christos Panagopoulos, clarified, however, that the total cost does not include the shows that started in February for the advertising support of the event, for which he estimated that their cost will not exceed 1 million euros. He stated that in essence the net profit of ERT amounts to 745,000 euros, which will be allocated for other cultural events.
It was also clarified that ERT did not pay anything to Anna Vissi, nor to Nikos Karvelas, as well as did not pay for the dress of Anna Vissi. Chouliaras stressed that all the participants of the event were paid at market prices and in particular Zeta Makrypoulia and Giorgos Kapoutzidis received 8-10 thousand euros per month for their four-month employment, Sakis Rouvas 50,000 euros and Maria Menounos 45,000 euros.
It was also clarified that the costs of the "promotour" of Anna Vissi are included in the total cost and that from these the transfers were covered by Olympic Airlines and the hotels, the cost of which amounted to 150,000 euros, by the sponsors.
Regarding the future, Giorgos Chouliaras noted that "ERT should have a dynamic participation in the next Eurovision Song Contests and not devalue the institution, since it is a television product watched by 3.5 million Greeks".
Other awards
In addition to the main winner's trophy, the Marcel Bezençon Awards and the Barbara Dex Award were contested during the 2006 Eurovision Song Contest.
Marcel Bezençon Awards
The Marcel Bezençon Awards, organised since 2002 by Sweden's then-Head of Delegation and 1992 representative Christer Björkman, and 1984 winner Richard Herrey, honours songs in the contest's final. The awards are divided into three categories: Artistic Award which was voted by previous winners of the contest, Composer Award, and Press Award.
Barbara Dex Award
The Barbara Dex Award was a humorous fan award given to the worst dressed artist each year. Named after Belgium's representative who came last in the 1993 contest, wearing her self-designed dress, the award was handed by the fansite House of Eurovision from 1997 to 2016 and by the fansite songfestival.be from 2017 to 2021.
Official album
Eurovision Song Contest: Athens 2006 was the official compilation album of the 2006 contest, put together by the European Broadcasting Union and released by CMC International on 28 April 2006. The album featured all 37 songs that entered in the 2006 contest, including the semi-finalists that failed to qualify into the grand final.
Charts
Notes
References
External links
Official website – Audio and video clips available in the Multimedia Lounge
Eurovision Record Book |
Carola_H%C3%A4ggkvist | https://en.wikipedia.org/wiki/Carola_H%C3%A4ggkvist | [
820
] | [
"https://en.wikipedia.org/wiki/Carola_H%C3%A4ggkvist"
] | Carola Maria Häggkvist (Swedish pronunciation: [kaˈrôːla ˈhɛ̂ɡːkvɪst]; born 8 September 1966), commonly known simply as Carola, is a Swedish pop singer. She has been among Sweden's most popular performers since the early 1980s and has released albums ranging from pop and disco to hymns and folk music. Her debut album, Främling (1983), sold around one million copies and remains the biggest-selling album in Swedish music history. She has also worked as a songwriter. During her career, she has recorded many top-selling albums and singles and is referred to as Sweden's most prominent female singer. Some of her biggest hits are "Främling", "Tommy tycker om mig", "Fångad av en stormvind", "All the Reasons to Live", "I Believe in Love", "Genom allt", and "Evighet". She has released records in various languages: Swedish, Dutch, German, English, Norwegian and Japanese.
Häggkvist has represented Sweden at the Eurovision Song Contest on three occasions: in 1983, finishing third; in 1991, winning the contest; and in 2006, finishing fifth.
Early life
Carola Maria Häggkvist was born on 8 September 1966 at Södersjukhuset in Stockholm. She grew up in Norsborg, south of the Swedish capital. At the age of eight, she began to perform at Stockholm's Miniteatern; she also attended Adolf Fredrik's Music School. In 1977, Häggkvist won a talent competition and appeared on television for the first time, on Sveriges magasin, performing "Krokodilbarnets klagan".
Career
1981–1989: Early career and Främling
In 1981, Swedish music promoter Bert Karlsson met then 15-year-old Häggkvist after she performed on the television series Hylands hörna and offered her the chance to take part in Melodifestivalen, the Swedish selection for the Eurovision Song Contest in 1982. She turned down the offer. Songwriter Lasse Holm offered Häggkvist two of his songs for Melodifestivalen 1983, "Mona Lisa" and "Främling". "Främling" was chosen, and with it Häggkvist won the right to represent Sweden at that year's Eurovision Song Contest in Munich. The song scored eight points, the highest possible mark, from all eleven regional juries. Häggkvist represented Sweden at the Eurovision Song Contest on 23 April. She finished third in front of 6.1 million Swedish television viewers, 84% of the country's population. This is still a record in Sweden.
"Främling" became the title track to Häggkvist's debut album, which sold over one million copies, making it the biggest-selling album in Swedish history. After Eurovision, Häggkvist embarked on a tour of European television programmes, promoting "Främling" and performing in it several languages: in English as "Love Isn't Love", in German as "Fremder", and in Dutch as "Je ogen hebben geen geheimen". The album contained hits like "Mickey", "Liv", "Gloria" and "Tokyo". In December 1983, she released her first Christmas album, Julefrid med Carola, which sold 200,000 copies. In 1984, Häggkvist released two top-selling pop/rock albums that together sold over 1 million copies. "Tommy tycker om mig" became a huge hit in Sweden, together with "Hunger". She later travelled to Japan and recorded a single in Japanese. In 1985, the Bee Gees collaborated with her on the album Runaway, which was written by the Gibb brothers and produced by Maurice Gibb. The record sold double platinum when released in Sweden the following year. "The Runaway", "Brand New Heart", "Spread your wings" and "Radiate" became massive hits in Scandinavia. In 1987, Häggkvist embarked on a church tour with pianist Per-Erik Hallin. After this followed a career hiatus for the singer.
1990–1991: New image, independence, and Eurovision victory
In 1990, she returned to Melodifestivalen, with "Mitt i ett äventyr" ("In the middle of an adventure"). The song finished second in the festival, failing to earn Häggkvist the right to represent Sweden at Eurovision. Edin-Ådahl won the event. Her comeback album, titled Much More, was released, earning a gold certificate in Sweden. However, Häggkvist and songwriter Stephan Berg had already begun planning another attempt at Eurovision.
In 1991, she returned to Melodifestivalen with "Fångad av en stormvind" ("Captured by a lovestorm"). The song won the festival by thirty-two points and became the Swedish entry for the Eurovision Song Contest in Rome. British bookmakers considered Häggkvist second favourite to win the contest. On the night of the contest, with one voting jury left to announce their scores, three countries remained in contention to win the contest: Sweden, with 146 points; Israel, with 139; and France, with 134. Neither Israel nor Sweden won any points from the Italian jury, but France won twelve, leaving Sweden and France tied for first place with 146 at the conclusion of the voting. Sweden won the contest after a countback, having received five ten-point scores during the voting versus France's two. "Fångad av en stormvind" became a huge hit in Europe, and was followed by a compilation album, Hits, and a Christmas album, Jul. After her victory, she released an international version of "Much More" and went on an extended promotional tour throughout Europe. Her album produced several hits, among them "I'll live" and "All the Reasons to Live".
1992–2004: Albums, tours, and musicals
Häggkvist was the first Scandinavian pop artist to perform in China—in front of an estimated 600 million television viewers; she also released an album in China in 1992. In 1992 and 1993, Rival International, released Carola's earlier albums on CD. She was originally signed to Mariann Records in Scandinavia.
In 1993, ten years after her breakthrough representing Sweden at the 1983 Eurovision Song Contest, she recorded a gospel album, My Tribute, which was released in sixteen countries, making her gospel artist of the year in the Netherlands in 1994. The album contains the hit-single "My Tribute", one of Häggkvist's best-known songs. In 1994, Häggkvist released a rock-themed album, '"Personligt" (Personally), marking her debut as a songwriter and selling gold. "Så länge jag lever", "Sanna Vänner" and "Guld i dina ögon" became hits and received a great amount of radio airplay.
In 1995, Häggkvist made her debut as a musical actress, playing Maria in The Sound of Music opposite Tommy Körberg as the male lead. She played the role in 325 performances and won the prestigious Guldmasken (Golden Mask) award. Three years later, she sang the theme song in the Norwegian musical Sophie's World, which was released on the album Songs from Sophie's World. Also in 1998, Häggkvist played the voice of Mirjam in the Swedish version of The Prince of Egypt. In 2002, she made a short appearance as Fantine in Les Misérables in London and five Scandinavian cities.
In November 1997, Häggkvist released another compilation album, De bästa av Carola ("The Best of Carola"), and with it several new singles like "Dreamer". Following this came an album of tracks penned by Lina Sandell, Blott en dag ("Just One Day"). The album received excellent reviews and revealed Carola's passion for hymns. In 1999, another Christmas album was released: Jul i Betlehem ("Christmas in Bethlehem"). The album sold 600,000 units throughout Scandinavia, including 350,000 in Sweden. and became the biggest-selling album of 1999. She also co-wrote the ballad "Himlen i min famn", which remains a popular Christmas song that is often performed at Christmas concerts. In the summer of 1999, she toured in the Rhapsody in Rock.
In 2001, she released Sov på min arm, an album based on Christian hymns, gospel melodies and intimate ballads. It became one of the most-sold albums in Scandinavia that year. In 2002, she release the pop/country album My Show, which received great reviews. The album, which marked Häggkvist's return to the pop scene, contained several hits such as "The Light", "I believe in love", which also topped the Estonian and Brazilian charts, and "A Kiss Goodbye". Even though the album only peaked at number 6 on the Swedish album chart, it sold 100,000 copies by the end of the year. In the summer, Häggkvist embarked on a huge and luxurious Scandinavian tour.
In 2003, Häggkvist submitted a song, "Autumn Leaf", for Melodifestivalen 2003. Having performed the demo, she was required to perform the song when it qualified for the competition. Häggkvist decided against doing that, and the song was disqualified from the competition. "Autumn Leaf" appeared on Häggkvist's next album, Guld, platina & passion, in Swedish as "När löven faller" (When the leaves fall). The ballad became an enormous hit. Guld, platina & passion reached number 1 on the Swedish charts and sold over 300,000 copies. She also recorded her favorite Elvis Presley songs, "Walk a mile in my shoes" and "If I can dream". The following year, Häggkvist released a religious album, Credo, which she described as "an expression of my love for God". The album peaked at spot 2 on the Swedish album chart. This was followed by Störst av allt, which Dan Backman of Svenska Dagbladet wrote featured "spiritually aimed music…revolving around belonging, love, death and eternity". Genom Allt became a huge radio hit in Sweden and the soul ballad "Allt kommer bli bra mamma", a dedication to her deceased mother, became popular at religious events.
2005–present: Return to Eurovision
Having performed as part of the interval act at Melodifestivalen 2005, Häggkvist confirmed that she would return to the competition in 2006. She performed "Evighet" ("Eternity"), written by Bobby Ljunggren, Henrik Wikström and Thomas G:son, which she described as a "true winning song". The song qualified from the fourth semi-final in Gothenburg on 11 March 2006, and was widely tipped to win the festival outright as the final at the Stockholm Globe Arena approached. Despite finishing second with the regional juries to Andreas Johnson, "Evighet" won the competition with 232 points. Prior to the contest, Carola visited 12 countries where she promoted her song. "Invincible" received a large amount of air play on the radios in these countries. The song qualified from the semi-final of the Eurovision Song Contest in Athens, in English as "Invincible". Häggkvist in the end finished fifth out of twenty-four with 170 points. This placing also made her the third-most successful artist in the history of Eurovision, counting by total points earned in her performances, with her three songs scoring a total of 442 points, behind only Dima Bilan, the 2006 runner-up and 2008 winner; and Loreen, winner of 2012 and 2023.
Following Melodifestivalen, Häggkvist released a pop album, Från nu till evighet ("From Now to Eternity"). Lennart Wrigholm reviewed the album for Musiklandet; he criticised the amount of new material on the album: "Has this old lady really got such a workload that she cannot put more than ten new tracks on her album?" and wrote that the inclusion of the English version of "Evighet" as a bonus track was "an insult to the potential buyer". On the other hand, Expressen's Anders Nunstedt wrote that on "Jag ger allt" ("I Give It All") "the title does not lie" and that "Vem kan älska mig" ("Who Can Love Me") features a "brilliant refrain". The album topped the Swedish sales chart, and sold approximately 100,000 copies by the end of the year. Stanna eller gå, a Latin-inspired pop song, became a radio hit during the summer. Following the album's release, Häggkvist toured Sweden and received outstanding reviews. During the autumn, Häggkvist had problems with her voice but nonetheless sang "Because We Believe", a song written by Andrea Bocelli, with the Italian tenor.
In late 2007, Häggkvist released another Christmas album, I denna natt blir världen ny ("There is a New World This Night"), a sequel to Jul i Betlehem. The album featured songs in Swedish and English, and was recorded in Jerusalem in June 2007. Stefan Malmqvist of Svenska Dagbladet wrote that, as in previous Christmas albums, Häggkvist is "a saccharine version of herself" when singing Christmas carols. The album was reported to have sold 90,000 copies. Included on the album was the gospel song Go and Tell It on the Mountain. After the release she toured Scandinavia.
Carola entered Melodifestivalen 2008 as part of the duo Johnson & Häggkvist with Andreas Johnson. Their first single was called "Lucky Star" which became popular on the radio. In the melodifestival in February, they sang "One Love", written by Carola, Johnson and Peter Kvint. They were the early favourites to win the whole show, taking part in the second qualifier. They qualified for the Second Chance round, missing out on an automatic final spot. Though widely tipped to qualify for the final after all, they did not even proceed from the first voting round in the Second Chance programme. Although One Love did not become an enormous success, the song Lucky Star which they released a few months prior to the contest did sell well, and topped the Swedish charts for weeks. Carola decided to take it easy the rest of the year, but did embark on a small Christmas tour at the end of the year. In 2009, Carola was reportedly working on her upcoming album, and other projects. She went to the United States to record some new material. She departed from her recording company and signed a contract with X5 Music Group, in which she aims to transfer her music abroad through the internet. In June, she hosted Carola Camp, a camp designed to help talented young singers and entertainers. In May, she performed at the Eurovision Song Contest held in Moscow at the kick-off ceremony, performing her 3 Eurovision songs. In July, she performed, together with the Eurovision winner Alexander Rybak in Norway and sang "Fairytale" and "Främling" and The Jackson 5's "I'll Be There".
At the end of 2009, she released the album Christmas in Bethlehem, which contained duets with artists like Paul Potts. She embarked on yet another Christmas tour, visiting Sweden, Norway, Denmark and Finland. She also launched her new website.
Carola attended in the final of the Eurovision Song Contest 2013 in Malmö and performed in a humorous interval act about Swedish culture.
In the summer of 2010, Carola embarked on tour across Sweden, singing the hits of both Elvis Presley and Barbra Streisand. The influence came from Carola's childhood, where her father and her mother would play records by both their favourite artists. The tour was an instant success, selling out and becoming one of the few tours to sell out that year. She took time out from the tour to appear on Allsång på Skansen, and in March 2011 she released a studio album, containing twelve songs.
In 2014 Häggkvist participated in Så mycket bättre on TV4.
Carola attended the final of the Eurovision Song Contest 2016 in Stockholm and was briefly interviewed on screen along with another previous Swedish winner Loreen.
In late-October 2016, she released her new Christmas album titled Drömmen om julen. The release was followed by a tour.
In April 2021, it was announced that Carola would be the spokesperson for Sweden at the Eurovision Song Contest 2021, reading out the Swedish jury points at the Grand Final. She will perform "Waterloo" with Charlotte Perrelli and Conchita Wurst as an interval act for the final of the Eurovision Song Contest 2024.
Personal life and media attention
Her status as one of the most popular national celebrities of her country made her more or less constantly followed by the tabloid press. She has often talked about her Christian faith and much of the focus has been around her membership in the controversial evangelical church Livets Ord (Word of Life).
She was married to Runar Søgaard, a Norwegian Christian preacher, with whom she has a son, Amadeus. The couple divorced in 2000, after ten years of marriage. She adopted a daughter, Zoe, from South Africa, in 2012. (Her parents had both died in 2004.)
In 2015 she was assisting a man to transport eight refugees on the Greek island of Kos. She prevented thieves from stealing the refugees' boat engine, but caused a high-speed car chase. At a police station, the motor thieves accused her of illegally transporting refugees. She was arrested, but released a few hours later with no charges.
Controversy regarding opinions on homosexuality
In an interview in 2002 for the Swedish gay magazine QX, she alienated many gay and some heterosexual fans by alleging that she knew homosexual people who had become heterosexual through prayers. She also said that homosexuality would always remain "unnatural" to her.
Four years later, her comment was brought up when she participated in the Swedish national selection for the Eurovision Song Contest in March 2006. During a press conference a journalist tried to ask her about her opinions on homosexuality, but she did not answer.
On 15 March 2006 Rickard Engfors, who was Carola's cooperating partner during the Melodifestivalen and Eurovision Song Contest 2006, said "Carola doesn't hate gays. If she did, I wouldn't work for her. She is a fantastic person."
During an exclusive interview for one of the Eurovision-related websites before the 2006 contest, Carola was also questioned about this, and she stated that she "would love for every gay person to feel that she loves them" and that she does not think that "being gay is a sickness". She went on to criticize the tabloids for misinterpreting her original words and making an issue out of it. Later in the interview, she also commented on one of her supporting dancers being gay and his boyfriend being "great".
In 2008, she spoke to the newspaper Aftonbladet and again revisited her opinions about homosexuality, which she insisted have evolved over the past two decades and are very inclusive. She said, "I actually invited gays from QX to my 25-year anniversary [concert], but QX turned it down. What can I do? I love all people. I love the gays. So I am definitely not homophobic in any way. We are here for the music and I have no wacky opinions. And I feel love from many homosexuals too."
In 2014, while participating on the TV show Så mycket bättre, she revealed that she had a romance with a woman in the 1980s. She said "I remember when I hung out with a girl actually in the '80s. We were definitely not a couple, but I tested. It was a bit hard because I felt an extreme attraction and a force in that, but I chose not to go further". On the 2019 series of Så mycket bättre, she was asked about possibly having a relation with a woman in the future, and she said that it is a possibility.
Discography
Dubbing
Awards
Häggkvist was awarded the Illis quorum medal by the Government of Sweden on 13 July 2023.
References
External links
Official website |
The_Sound_of_Music | https://en.wikipedia.org/wiki/The_Sound_of_Music | [
820
] | [
"https://en.wikipedia.org/wiki/The_Sound_of_Music"
] | The Sound of Music is a musical with music by Richard Rodgers, lyrics by Oscar Hammerstein II, and a book by Howard Lindsay and Russel Crouse. It is based on the 1949 memoir of Maria von Trapp, The Story of the Trapp Family Singers. Set in Austria on the eve of the Anschluss in 1938, the musical tells the story of Maria, who takes a job as governess to a large family while she decides whether to become a nun. She falls in love with the children, and eventually their widowed father, Captain von Trapp. He is ordered to accept a commission in the German Navy, but he opposes the Nazis. He and Maria decide on a plan to flee Austria with the children. Many songs from the musical have become standards, including "Do-Re-Mi", "My Favorite Things", "Edelweiss", "Climb Ev'ry Mountain", and the title song "The Sound of Music".
The original Broadway production, starring Mary Martin and Theodore Bikel, opened in 1959 and won five Tony Awards, including Best Musical, out of nine nominations. The first London production opened at the Palace Theatre in 1961. The show has enjoyed numerous productions and revivals since then. It was adapted as a 1965 film musical starring Julie Andrews and Christopher Plummer, which won five Academy Awards, including Best Picture. The Sound of Music was the last musical written by Rodgers and Hammerstein, as Oscar Hammerstein died of stomach cancer nine months after the Broadway premiere.
History
After viewing The Trapp Family, a 1956 West German film about the von Trapp family, and its 1958 sequel (The Trapp Family in America), stage director Vincent J. Donehue thought that the project would be perfect for his friend Mary Martin; Broadway producers Leland Hayward and Richard Halliday (Martin's husband) agreed. The producers originally envisioned a non-musical play that would be written by Lindsay and Crouse and that would feature songs from the repertoire of the Trapp Family Singers. Then they decided to add an original song or two, perhaps by Rodgers and Hammerstein. But it was soon agreed that the project should feature all new songs and be a musical rather than a play.
Details of the history of the von Trapp family were altered for the musical. The real Georg von Trapp did live with his family in a villa in Aigen, a suburb of Salzburg. He wrote to the Nonnberg Abbey in 1926 asking for a nun to help tutor his sick daughter, and the Mother Abbess sent Maria. His wife, Agathe Whitehead, had died in 1922. The real Maria and Georg married at the Nonnberg Abbey in 1927. Lindsay and Crouse altered the story so that Maria was governess to all of the children, whose names and ages were changed, as was Maria's original surname (the show used "Rainer" instead of "Kutschera"). The von Trapps spent some years in Austria after Maria and the Captain married and he was offered a commission in Germany's navy. Since von Trapp opposed the Nazis by that time, the family left Austria after the Anschluss, going by train to Italy and then traveling on to London and the United States. To make the story more dramatic, Lindsay and Crouse had the family, soon after Maria's and the Captain's wedding, escape over the mountains to Switzerland on foot.
Synopsis
Act I
In Salzburg, Federal State of Austria, just before World War II, nuns from Nonnberg Abbey sing the Dixit Dominus. One of the postulants, Maria Rainer, is on the nearby mountainside, regretting leaving the beautiful hills ("The Sound of Music"). She returns late to the abbey where the Mother Abbess and the other nuns have been considering what to do about the free-spirit ("Maria"). Maria explains her lateness, saying she was raised on that mountain, and apologizes for singing in the garden without permission. The Mother Abbess joins her in song ("My Favorite Things"). The Mother Abbess tells her that she should spend some time outside the abbey to decide whether she is suited for the monastic life. She will act as the governess to the seven children of a widower, Austro-Hungarian Navy submarine Captain Georg von Trapp.
Maria arrives at the villa of Captain von Trapp. He explains her duties and summons the children with a boatswain's call. They march in, clad in uniforms. He teaches her their individual signals on the call, but she openly disapproves of this militaristic approach. Alone with them, she breaks through their wariness and teaches them the basics of music ("Do-Re-Mi").
Rolf, a young messenger, delivers a telegram and then meets with the eldest child, Liesl, outside the villa. He claims he knows what is right for her because he is a year older than she ("Sixteen Going on Seventeen"). They kiss, and he runs off, leaving her squealing with joy. Meanwhile, the housekeeper, Frau Schmidt, gives Maria material to make new clothes, as Maria had given all her possessions to the poor. Maria sees Liesl slipping in through the window, wet from a sudden thunderstorm, but agrees to keep her secret. The other children are frightened by the storm. Maria sings "The Lonely Goatherd" to distract them.
Captain von Trapp arrives a month later from Vienna with Baroness Elsa Schrader and Max Detweiler. Elsa tells Max that something is preventing the Captain from marrying her. He opines that only poor people have the time for great romances ("How Can Love Survive"). Rolf enters, looking for Liesl, and greets them with "Heil". The Captain orders him away, saying that he is Austrian, not German. Maria and the children leapfrog in, wearing play-clothes that she made from the old drapes in her room. Infuriated, the Captain sends them off to change. She tells him that the children need him to show his love for them, and he angrily orders her back to the abbey. As she apologizes, they hear the children singing "The Sound of Music", which she had taught them, to welcome Elsa Schrader. He joins in and embraces them. Alone with Maria, he asks her to stay, thanking her for bringing music back into his house. Elsa is suspicious of her until she explains that she will be returning to the abbey in September.
The Captain gives a party to introduce Elsa, and guests argue over the Anschluss (the Nazi German annexation of Austria). Kurt asks Maria to teach him to dance the Ländler. When he fails to negotiate a complicated figure, the Captain steps in to demonstrate. He and Maria dance until they come face-to-face; and she breaks away, embarrassed and confused. Discussing the expected marriage between Elsa and the Captain, Brigitta tells Maria that she thinks Maria and the Captain are really in love with each other. Elsa asks the Captain to allow the children to say goodnight to the guests with a song ("So Long, Farewell"). Max is amazed at their talent and wants them for the Kaltzburg Festival, which he is organizing. The guests leave for the dining room, and Maria slips out the front door with her luggage.
At the abbey, Maria says that she is ready to take her monastic vows; but the Mother Abbess realizes that she is running away from her feelings. She tells her to face the Captain and discover if they love each other, and tells her to search for and find the life she was meant to live ("Climb Ev'ry Mountain").
Act II
Max teaches the children how to sing on stage. When the Captain tries to lead them, they complain that he is not doing it as Maria did. He tells them that he has asked Elsa to marry him. They try to cheer themselves up by singing "My Favorite Things" but are unsuccessful until they hear Maria singing on her way to rejoin them. Learning of the wedding plans, she decides to stay only until the Captain can arrange for another governess. Max and Elsa argue with the Captain about the imminent Anschluss, trying to convince him that it is inevitable ("No Way to Stop It"). When he refuses to compromise on his opposition to it, Elsa breaks off the engagement. Alone, the Captain and Maria finally admit their love, desiring only to be "An Ordinary Couple". As they marry, the nuns reprise "Maria" against the wedding processional.
While Maria and the Captain are on their honeymoon, Max prepares the children to perform at the Kaltzburg Festival. Herr Zeller, the Gauleiter of the region, demands to know why they are not flying the Flag of Nazi Germany now that the Anschluss has occurred. The Captain and Maria return early from their honeymoon before the Festival. In view of the Nazi German occupation, the Captain decides the children should not sing at the event. Max argues that they would sing for Austria, but the Captain points out that it no longer exists. Maria and Liesl discuss romantic love; Maria predicts that in a few years Liesl will be married ("Sixteen Going on Seventeen (Reprise)"). Rolf enters with a telegram that offers the Captain a commission in the German Navy, and Liesl is upset to discover that Rolf is now a committed Nazi. The Captain consults Maria and decides that they must secretly flee Austria. German Admiral von Schreiber arrives to find out why Captain von Trapp has not answered the telegram. He explains that the German Navy holds him in high regard, offers him the commission, and tells him to report immediately to Bremerhaven to assume command. Maria says that he cannot leave immediately, as they are all singing in the Festival concert; and the Admiral agrees to wait.
At the concert, after the von Trapps sing an elaborate reprise of "Do-Re-Mi", Max brings out the Captain's guitar. Captain von Trapp sings "Edelweiss", as a goodbye to his homeland, while using Austria's national flower as a symbol to declare his loyalty to the country. Max asks for an encore and announces that this is the von Trapp family's last chance to sing together, as the honor guard waits to escort the Captain to his new command. While the judges decide on the prizes, the von Trapps sing "So Long, Farewell" (reprise), leaving the stage in small groups. Max then announces the runners-up, stalling as much as possible. When he announces that the first prize goes to the von Trapps and they do not appear, the Nazis start a search. The family hides at the Abbey, and Sister Margaretta tells them that the borders have been closed. Rolf comes upon them and calls his lieutenant, but after seeing Liesl he changes his mind and tells him they aren't there. The Nazis leave, and the von Trapps flee over the Alps as the nuns reprise "Climb Ev'ry Mountain".
Musical numbers
Notes
The musical numbers listed appeared in the original production unless otherwise noted.
† Sometimes replaced by "Something Good", which was written for the film version.
‡ Replaced by "The Lonely Goatherd" in the 1998 revival.
In some productions, "My Favorite Things" follows "Sixteen Going on Seventeen" in the thunderstorm scene, while "The Lonely Goatherd" is shifted to the concert scene.
Many stage revivals have also included "I Have Confidence" and "Something Good", which were written by Richard Rodgers for the film version (since the film was made after original lyricist Oscar Hammerstein's death).
Although many people believe that "Edelweiss" is a traditional Austrian song, it was written for the musical and did not become known in Austria until after the film's success.
The Ländler dance performed by Maria and the Captain during the party is only loosely based on the traditional Austrian dance of the same name.
Characters and casts
Characters
Maria Rainer, a postulant at Nonnberg Abbey
Captain Georg von Trapp
The Children:
Liesl von Trapp, age 16
Friedrich von Trapp, age 14
Louisa von Trapp, age 13
Kurt von Trapp, age 11
Brigitta von Trapp, age 10
Marta von Trapp, age 7
Gretl von Trapp, age 5
The Mother Abbess, the head of Nonnberg Abbey
Baroness Elsa Schraeder "wealthy and sophisticated" and Captain von Trapp's would-be fiancée
Max Detweiler, Captain von Trapp's friend, a music agent and producer
Rolf Gruber, the 17-year-old Nazi delivery boy who is in love with Liesl
Sister Bertha, the Mistress of Novices
Sister Margareta, the Mistress of Postulants
Sister Sophia, a sister at the Abbey
Franz, Captain von Trapp's butler
Frau Schmidt, Captain von Trapp's housekeeper
Herr Zeller, the Gauleiter
Admiral von Schreiber, a high-ranking member of the German Navy
Ensemble includes nuns, high-society neighbors of Captain von Trapp who attend the ball thrown in Elsa's honor, Nazi soldiers and contestants in the festival concert
Original casts
Notable replacements
Broadway (1959–63)
Maria: Martha Wright, Jeannie Carson, Nancy Dussault
Baroness: Lois Hunt
Max: Paul Lipson
Rolf: Jon Voight
Broadway (1998–99)
Maria: Laura Benanti
Captain von Trapp: Dennis Parlato, Richard Chamberlain
Max: Patrick Quinn, Lenny Wolpe
West End (2006–09)
Maria: Summer Strallen, Aoife Mulholland (s/b)
Captain von Trapp: Simon Burke, Simon MacCorkindale
The Mother Abbess: Margaret Preece
Productions
Original productions
The Sound of Music premiered at New Haven's Shubert Theatre where it played an eight-performance tryout in October and November 1959 before another short tryout in Boston. The musical then opened on Broadway at the Lunt-Fontanne Theatre on November 16, 1959, moved to the Mark Hellinger Theatre on November 6, 1962, and closed on June 15, 1963, after 1,443 performances. The director was Vincent J. Donehue, and the choreographer was Joe Layton. The original cast included Mary Martin as Maria, Theodore Bikel as Captain Georg von Trapp, Patricia Neway as Mother Abbess, Kurt Kasznar as Max Detweiler, Marion Marlowe as Elsa Schrader, Brian Davies as Rolf, Lauri Peters as Liesl and Muriel O'Malley as Sister Margaretta. Patricia Brooks, June Card and Tatiana Troyanos were ensemble members in the original production. The show tied for the Tony Award for Best Musical with Fiorello!. Other awards included Martin for Best Actress in a Musical, Neway for Best Featured Actress, Best Scenic Design (Oliver Smith) and Best Conductor And Musical Director (Frederick Dvonch). Bikel and Kasznar were nominated for acting awards, and Donehue was nominated for his direction. The entire children's cast was nominated for Best Featured Actress category as a single nominee, even though two of the children were boys.
Martha Wright replaced Martin in the role of Maria on Broadway in October 1961, followed by Karen Gantz in July 1962, Jeannie Carson in August 1962 and Nancy Dussault in September 1962. Jon Voight, who later married co-star Lauri Peters, was a replacement for Rolf from September 1961 to June 1962. The national tour starred Florence Henderson as Maria and Beatrice Krebs as Mother Abbess. It opened at the Grand Riviera Theater, Detroit, on February 27, 1961, and closed November 23, 1963, at the O'Keefe Centre, Toronto. Henderson was succeeded by Barbara Meister in June 1962. Theodore Bikel was not satisfied playing the role of the Captain, and Bikel did not like to play the same role over and over again. In his autobiography, he writes: "I promised myself then that if I could afford it, I would never do a run as long as that again." The original Broadway cast album sold three million copies.
The musical premiered in London's West End at the Palace Theatre on May 18, 1961, and ran for 2,385 performances. It was directed by Jerome Whyte and used the original New York choreography, supervised by Joe Layton, and the original sets designed by Oliver Smith. The cast included Jean Bayless as Maria, followed by Sonia Rees, Roger Dann as Captain von Trapp, Constance Shacklock as Mother Abbess, Eunice Gayson as Elsa Schrader, Harold Kasket as Max Detweiler, Barbara Brown as Liesl, Nicholas Bennett as Rolf and Olive Gilbert as Sister Margaretta.
1981 London revival
In 1981, at producer Ross Taylor's urging, Petula Clark agreed to star in a revival of the show at the Apollo Victoria Theatre in London's West End. Michael Jayston played Captain von Trapp, Honor Blackman was the Baroness and June Bronhill played the Mother Abbess. Other notable cast members included Helen Anker, John Bennett and Martina Grant. Despite her misgivings that, at age 49, she was too old to play the role convincingly, Clark opened to unanimous rave reviews and the largest advance sale in the history of British theatre at that time. Maria von Trapp, who attended the opening night performance, described Clark as "the best" Maria ever. Clark extended her initial six-month contract to thirteen months. Playing to 101 percent of seating capacity, the show set the highest attendance figure for a single week (October 26–31, 1981) of any British musical production in history (as recorded in The Guinness Book of Theatre). It was the first stage production to incorporate the two additional songs ("Something Good" and "I Have Confidence") that Richard Rodgers composed for the film version. "My Favorite Things" had a similar context to the film version, while the short verse "A Bell is No Bell" was extended into a full-length song for Maria and the Mother Abbess. "The Lonely Goatherd" was set in a new scene at a village fair.
The cast recording of this production was the first to be recorded digitally. It was released on CD for the first time in 2010 by the UK label Pet Sounds and included two bonus tracks from the original single issued by Epic to promote the production.
1998 Broadway revival
Director Susan H. Schulman staged the first Broadway revival of The Sound of Music, with Rebecca Luker as Maria and Michael Siberry as Captain von Trapp. It also featured Patti Cohenour as Mother Abbess, Jan Maxwell as Elsa Schrader, Fred Applegate as Max Detweiler, Dashiell Eaves as Rolf, Patricia Conolly as Frau Schmidt and Laura Benanti, in her Broadway debut, as Luker's understudy. Later, Luker and Siberry were replaced by Richard Chamberlain as the Captain and Benanti as Maria. Lou Taylor Pucci made his Broadway debut as the understudy for Kurt von Trapp. The production opened on March 12, 1998, at the Martin Beck Theatre, and closed on June 20, 1999, after 533 performances. This production was nominated for a Tony Award for Best Revival of a Musical. It then toured in North America.
2006 London revival
An Andrew Lloyd Webber production opened on November 15, 2006, at the London Palladium, produced by Live Nation's David Ian and Jeremy Sams. Following failed negotiations with Hollywood star Scarlett Johansson, the role of Maria was cast through a UK talent search reality TV show called How Do You Solve a Problem like Maria? The talent show was produced by (and featured) Andrew Lloyd Webber and also featured presenter/comedian Graham Norton and a judging panel of David Ian, John Barrowman and Zoë Tyler.
Connie Fisher was selected by public voting as the winner of the show. In early 2007, Fisher suffered from a heavy cold that prevented her from performing for two weeks. To prevent further disruptions, an alternate Maria, Aoife Mulholland, a fellow contestant on How Do You Solve a Problem like Maria?, played Maria on Monday evenings and Wednesday matinee performances. Simon Shepherd was originally cast as Captain von Trapp, but after two preview performances he was withdrawn from the production, and Alexander Hanson moved into the role in time for the official opening date along with Lesley Garrett as the Mother Abbess. After Garrett left, Margaret Preece took the role. The cast also featured Lauren Ward as the Baroness, Ian Gelder as Max, Sophie Bould as Liesl, and Neil McDermott as Rolf. Other notable replacements included Simon Burke and Simon MacCorkindale as the Captain and newcomer Amy Lennox as Liesl. Summer Strallen replaced Fisher in February 2008, with Mulholland portraying Maria on Monday evenings and Wednesday matinees.
The revival received enthusiastic reviews, especially for Fisher, Preece, Bould and Garrett. A cast recording of the London Palladium cast was released. The production closed on February 21, 2009, after a run of over two years and was followed by a UK national tour, described below.
Other notable productions
1960s to 2000
The first Australian production opened at Melbourne's Princess Theatre in 1961 and ran for three years. The production was directed by Charles Hickman, with musical numbers staged by Ernest Parham. The cast included June Bronhill as Maria, Peter Graves as Captain von Trapp and Rosina Raisbeck as Mother Abbess. A touring company then played for years, with Vanessa Lee (Graves' wife) in the role of Maria. The cast recording made in 1961 was the first time a major overseas production featuring Australian artists was transferred to disc.
In 1988, the Moon Troupe of Takarazuka Revue performed the musical at the Bow Hall (Takarazuka, Hyōgo). Harukaze Hitomi and Gou Mayuka starred. A 1990 New York City Opera production, directed by Oscar Hammerstein II's son, James, featured Debby Boone as Maria, Laurence Guittard as Captain von Trapp, and Werner Klemperer as Max.
An Australian revival played in the Lyric Theatre, Sydney, New South Wales, from November 1999 to February 2000. Lisa McCune played Maria, John Waters was Captain von Trapp, Bert Newton was Max, Eilene Hannan was Mother Abbess and Rachel Marley was Marta. This production was based on the 1998 Broadway revival staging. The production then toured until February 2001, in Melbourne, Brisbane, Perth and Adelaide. Rachael Beck took over as Maria in Perth and Adelaide, and Rob Guest took over as Captain von Trapp in Perth.
21st century
An Austrian production premiered in 2005 at the Volksoper Wien in German. It was directed and choreographed by Renaud Doucet. The cast included Sandra Pires as Maria, Kurt Schreibmayer and Michael Kraus as von Trapp, with Heidi Brunner as Mother Abbess. The song "Do-Re-Mi" was rewritten as "C wie Cellophanpapier", replacing the solfège syllables with the German letter notation C through H and selecting mnemonics that begin with each letter. The production is still in the repertoire of the Volksoper with performances each season; performances are scheduled for 2024.
The Salzburg Marionette Theatre has toured extensively with their version that features the recorded voices of Broadway singers such as Christiane Noll as Maria. The tour began in Dallas, Texas, in 2007 and continued in Salzburg in 2008. The director is Richard Hamburger. In 2008, a Brazilian production with Kiara Sasso as Maria and Herson Capri as the Captain played in Rio de Janeiro and São Paulo, and a Dutch production was mounted with Wieneke Remmers as Maria, directed by John Yost.
Andrew Lloyd Webber, David Ian and David Mirvish presented The Sound of Music at the Princess of Wales Theatre in Toronto from 2008 to 2010. The role of Maria was chosen by the public through a television show, How Do You Solve a Problem Like Maria?, which was produced by Lloyd Webber and Ian and aired in mid-2008. Elicia MacKenzie won and played the role six times a week, while the runner-up in the TV show, Janna Polzin, played Maria twice a week. Captain von Trapp was played by Burke Moses. The show ran for more than 500 performances. It was Toronto's longest running revival ever.
A UK tour began in 2009 and visited more than two dozen cities before ending in 2011. The original cast included Connie Fisher as Maria, Michael Praed as Captain von Trapp and Margaret Preece as the Mother Abbess. Kirsty Malpass was the alternate Maria. Jason Donovan assumed the role of Captain Von Trapp, and Verity Rushworth took over as Maria, in early 2011. Lesley Garrett reprised her role as Mother Abbess for the tour's final engagement in Wimbledon in October 2011.
A production ran at the Ópera-Citi theater in Buenos Aires, Argentina in 2011. The cast included Laura Conforte as Maria and Diego Ramos as Captain Von Trapp. A Spanish national tour began in November 2011 at the Auditorio de Tenerife in Santa Cruz de Tenerife in the Canary Islands. The tour visited 29 Spanish cities, spending one year in Madrid's Gran Vía at the Teatro Coliseum, and one season at the Tívoli Theatre in Barcelona. It was directed by Jaime Azpilicueta and starred Silvia Luchetti as Maria and Carlos J. Benito as Captain Von Trapp.
A production was mounted at the Open Air Theatre, Regent's Park from July to September 2013. It starred Charlotte Wakefield as Maria, with Michael Xavier as Captain von Trapp and Caroline Keiff as Elsa. It received enthusiastic reviews and became the highest-grossing production ever at the theatre. In 2014, the show was nominated for Best Musical Revival at the Laurence Olivier Awards and Wakefield was nominated for Best Actress in a Musical.
A brief South Korean production played in 2014 The same year, a Spanish language translation opened at Teatro de la Universidad in San Juan, under the direction of Edgar García. It starred Lourdes Robles as Maria and Braulio Castillo as Captain Von Trapp, with Dagmar as Elsa. A production (in Thai: มนต์รักเพลงสวรรค์) ran at Muangthai ratchadalai Theatre, Bangkok, Thailand, in April 2015 in the Thai language. The production replaced the song "Ordinary couple" with "Something Good".
A North American tour, directed by Jack O'Brien and choreographed by Danny Mefford, began at the Ahmanson Theatre in Los Angeles in September 2015. The tour ran until July 2017. Kerstin Anderson played Maria, with Ben Davis as Capt. von Trapp and Ashley Brown as Mother Abess. The production has received warm reviews. A UK tour produced by Bill Kenwright began in 2015 and toured into 2016. It was directed by Martin Connor and starred Lucy O'Byrne as Maria. A 2016 Australian tour of the Lloyd Webber production, directed by Sams, included stops in Sydney, Brisbane, Melbourne and Adelaide. The cast included Amy Lehpamer as Maria, Cameron Daddo as Captain Von Trapp, Marina Prior as Baroness Schraeder and Lorraine Bayly as Frau Schmidt. The choreographer was Arlene Phillips.
Film adaptation
On March 2, 1965, 20th Century Fox released a film adaptation of the musical starring Julie Andrews as Maria Rainer and Christopher Plummer as Captain Georg von Trapp. It was produced and directed by Robert Wise with the screenplay adaptation written by Ernest Lehman. Two songs were written by Rodgers specifically for the film, "I Have Confidence" and "Something Good". The film won five Oscars at the 38th Academy Awards, including Best Picture.
Television adaptations
A live televised production of the musical aired twice in December 2013 on NBC. It was directed by Beth McCarthy-Miller and Rob Ashford. Carrie Underwood starred as Maria, with Stephen Moyer as Captain von Trapp, Christian Borle as Max, Laura Benanti as Elsa, and Audra McDonald as the Mother Abbess. The production was released on DVD the same month.
British network ITV presented a live version of its own on December 20, 2015. It starred Kara Tointon as Maria, Julian Ovenden as Captain von Trapp, Katherine Kelly as the Baroness and Alexander Armstrong as Max.
Reception
Most reviews of the original Broadway production were favorable. Richard Watts Jr. of the New York Post stated that the show had "strangely gentle charm that is wonderfully endearing. The Sound of Music strives for nothing in the way of smash effects, substituting instead a kind of gracious and unpretentious simplicity." The New York World-Telegram and Sun pronounced The Sound of Music "the loveliest musical imaginable. It places Rodgers and Hammerstein back in top form as melodist and lyricist. The Lindsay-Crouse dialogue is vibrant and amusing in a plot that rises to genuine excitement." The New York Journal American's review opined that The Sound of Music is "the most mature product of the team ... it seemed to me to be the full ripening of these two extraordinary talents".
Brooks Atkinson of The New York Times gave a mixed assessment. He praised Mary Martin's performance, saying "she still has the same common touch ... same sharp features, goodwill, and glowing personality that makes music sound intimate and familiar" and stated that "the best of the Sound of Music is Rodgers and Hammerstein in good form". However, he said, the libretto "has the hackneyed look of the musical theatre replaced with Oklahoma! in 1943. It is disappointing to see the American musical stage succumbing to the clichés of operetta." Walter Kerr's review in the New York Herald Tribune was unfavorable: "Before The Sound of Music is halfway through its promising chores it becomes not only too sweet for words but almost too sweet for music", stating that the "evening suffer[s] from little children".
Cast recordings
Columbia Masterworks recorded the original Broadway cast album at the Columbia 30th Street Studio in New York City a week after the show's 1959 opening. The album was the label's first deluxe package in a gatefold jacket, priced $1 higher than previous cast albums. It was No. 1 on Billboard's best-selling albums chart for 16 weeks in 1960. It was released on CD from Sony in the Columbia Broadway Masterworks series. In 1959, singer Patti Page recorded the title song from the show for Mercury Records on the day that the musical opened on Broadway. The 1961 London production was recorded by EMI and released on the HMV label and later re-issued on CD in 1997, on the Broadway Angel label.
The 1965 film soundtrack was released by RCA Victor and is one of the most successful soundtrack albums in history, having sold over 20 million copies worldwide. RCA Victor also released an album of the 1998 Broadway revival produced by Hallmark Entertainment and featuring the full revival cast, including Rebecca Luker, Michael Siberry, Jan Maxwell and Fred Applegate. The Telarc label made a studio cast recording of The Sound of Music, with the Cincinnati Pops Orchestra conducted by Erich Kunzel (1987). The lead roles went to opera stars: Frederica von Stade as Maria, Håkan Hagegård as Captain von Trapp, and Eileen Farrell as the Mother Abbess. The recording "includes both the two new songs written for the film version and the three Broadway songs they replace, as well as a previously unrecorded verse of "An Ordinary Couple"". The 2006 London revival was recorded and has been released on the Decca Broadway label. There have been numerous studio cast albums and foreign cast albums issued, though many have only received regional distribution. According to the cast album database, there are 62 recordings of the score that have been issued over the years.
The soundtrack from the 2013 NBC television production starring Carrie Underwood and Stephen Moyer was released on CD and digital download in December 2013 on the Sony Masterworks label. Also featured on the album are Audra McDonald, Laura Benanti and Christian Borle.
Awards and nominations
Original Broadway production
1998 Broadway Revival
Notes
References
Green, Stanley. Encyclopedia of the Musical Theatre (1980). Da Capo Press. ISBN 0-306-80113-2
Hischak, Thomas. The Rodgers and Hammerstein Encyclopedia (2007). Greenwood Publishing Group. ISBN 0-313-34140-0
Maslon, Laurence, with a foreword by Andrew Lloyd Webber. The Sound of Music Companion (2007) Simon and Schuster. ISBN 1-4165-4954-4
Monush, Barry. The Sound of Music FAQ: All That's Left to Know About Maria, the von Trapps, and Our Favorite Things (2015) Hal Leonard Corporation. ISBN 1495025942
Nolan, Frederick. The Sound of Their Music: The Story of Rodgers & Hammerstein, New York: Applause Theatre & Cinema Books. ISBN 1-55783-473-3
Suskin, Steven. Opening Night on Broadway: A Critical Quotebook of the Golden Era of the Musical Theatre (1990), Schirmer Books ISBN 0-02-872625-1
Further reading
Bell, Bethany, "Austria discovers The Sound of Music", BBC, Saturday, March 19, 2005.
Block, Geoffrey. The Richard Rodgers Reader. New York: Oxford University Press, 2002.
Ewen, David. With a Song in His Heart (Richard Rodgers). New York: Holt, Rinehart and Winston, 1963.
Fordin, Hugh. Getting To Know Him: The Biography of Oscar Hammerstein II. New York: Random House, 1977; Decapo Press, 1995.
Green, Stanley. The Rodgers and Hammerstein Fact Book. Milwaukee: Hal Leonard, 1980.
Hirsch, Julia Antopol. The Sound Of Music—The Making Of America's Favorite Movie. McGraw-Hill Publishing, 1993
Mordden, Ethan. Rodgers & Hammerstein. New York: Harry N. Abrams, Inc., 1992.
Papamichael, Stella. The Sound of Music: 40th Anniversary Collector's Edition DVD (1965), BBC, review and history, November 23, 2005
Wilk, Max. The Making of The Sound of Music (2007), Routledge ISBN 0-415-97934-X
External links
The Sound of Music at the Internet Broadway Database
The Sound of Music at RNH Theatricals
Synopsis on theatrehistory
Sound of Music character descriptions and plot summary from StageAgent.com
The Sound of Music: 50th Anniversary Edition Podcast Series |
Maria_von_Trapp | https://en.wikipedia.org/wiki/Maria_von_Trapp | [
820
] | [
"https://en.wikipedia.org/wiki/Maria_von_Trapp"
] | Maria Augusta von Trapp DHS (née Kutschera; 26 January 1905 – 28 March 1987), often styled as “Baroness”, was the stepmother and matriarch of the Trapp Family Singers. She wrote The Story of the Trapp Family Singers, which was published in 1949 and was the inspiration for the 1956 West German film The Trapp Family, which in turn inspired the 1959 Broadway musical The Sound of Music and its 1965 film version.
Biography
Early life
Maria was purportedly born on 26 January 1905 to Karl and Augusta (née Rainer) Kuczera. She claimed to have been delivered on a train on the night of the 25th, during her mother's return from her homeland of Tyrol to their family residence in Vienna, Austria. She was baptized into the Catholic Church on the 29th within the Alservorstadt parish and maternity hospital.
Her father was a hotel commissionaire, born in Vienna, the son of Josef Kučera from a Moravian village, Vídeň. Karl was first married in Graz to Klara Rainer in 1887. The couple had a son Karl in 1888 before Klara's death a few months later. Maria's father remained a widower until he remarried to Klara's younger sister, Augusta, in 1903. Augusta died of pulmonary tuberculosis when Maria was nearly 10 months old. Maria’s grief-stricken father left her with his cousin (and foster mother) in Kagran, who also cared for Maria's half-brother Karl after his mother Klara had died. Maria's father then traveled the world, although Maria would visit him upon occasion at his apartment in Vienna. He changed the spelling of their surname to Kutschera in 1914, dying at home later that year. Her foster mother's son-in-law, Uncle Franz, then became her guardian.
Uncle Franz maltreated Maria and punished her for things she did not do; he was later found to be mentally ill. This changed Maria from a shy child into the teenage "class cut-up", figuring she may as well have fun if she was going to get in trouble either way. Despite this change, Maria continued to get good grades.
After graduating from high school at 15, Maria ran away to stay with a friend, with the intent to become a tutor for children staying at nearby hotels. Because she looked so young, no one took her seriously. Finally, a hotel manager asked her to be umpire for a tennis tournament. Although she did not know what an umpire was and had never played tennis, she took the job.
From this job, she saved enough money to enter the State Teachers College for Progressive Education in Vienna, where she also received a scholarship. She graduated from there at age 18 in 1923.
In 1924, she entered Nonnberg Abbey, a Benedictine monastery in Salzburg, as a postulant, intending to become a nun.
Marriage
While still teaching at the Abbey in 1926, Maria was asked to teach Maria Franziska von Trapp, one of seven children born to widowed naval commander Georg von Trapp. His first wife, the Anglo-Austrian heiress Agathe Whitehead, had earlier died in 1922 from scarlet fever. Eventually, Maria began to look after the other children: Rupert, Agathe, Werner, Hedwig, Johanna, and Martina.
Captain von Trapp saw how much she cared about his children and asked her to marry him, although he was 25 years her senior. Frightened, she fled back to Nonnberg Abbey to seek guidance from the mother abbess, Virgilia Lütz, who advised her it was God's will that she should marry him. She then returned to the family and accepted his proposal. She wrote in her autobiography that she was very angry on her wedding day, both at God and at her new husband, because she really wanted to be a nun. "I really and truly was not in love. I liked him but didn't love him. However, I loved the children, so in a way I really married the children. I learned to love him more than I have ever loved before or after." They married at Nonnberg Abbey on 26 November 1927 and had three children together: Rosmarie (1929–2022), Eleonore ("Lorli") (1931–2021) and Johannes (born 1939).
Medical problems
The von Trapps enjoyed hiking. On one outing, they stayed overnight at a farmer's house. The next morning, they were informed that Maria and two of Georg’s daughters, Johanna and Martina, had scarlet fever. Johanna and Martina recovered, but the older Maria developed kidney stones due to dehydration. Her stepdaughter, Maria Franziska, accompanied her to Vienna for a successful surgery, but Maria experienced lifelong kidney problems.
Financial problems
The family met with financial ruin in 1935. Georg had transferred his savings from a bank in London to an Austrian bank run by a friend named Frau Lammer. Austria was experiencing economic difficulties during a worldwide depression because of the Crash of 1929, and Lammer's bank failed. To survive, the Trapps dismissed most of their servants, moved into the top floor of their house, and rented out the other rooms. The Archbishop of Salzburg, Sigismund Waitz, sent Father Franz Wasner to stay with them as their chaplain and this began their singing career.
Early musical career and departure from Austria
Soprano Lotte Lehmann heard the family sing, and she suggested they perform at concerts. When the Austrian Chancellor Kurt Schuschnigg heard them over the radio, he invited them to perform in Vienna.
After performing at a festival in 1935, they became a popular touring act. They experienced life under the Nazis after the annexation of Austria by Germany in March 1938. Life became increasingly difficult as they witnessed hostility toward Jewish children by their classmates, the use of children against their parents, the advocacy of abortion both by Maria's doctor and by her son's school, and finally by the extension of an offer for Georg to join the German Navy. They visited Munich in the summer of 1938 and encountered Hitler at a restaurant. In September, the family fled Austria for Italy via train, then to England and finally the United States. The Nazis made use of their abandoned home as Heinrich Himmler's headquarters.
Initially calling themselves the "Trapp Family Choir", the von Trapps began to perform in the United States and Canada. They performed in New York City at The Town Hall on 10 December 1938. The New York Times wrote:
There was something unusually lovable and appealing about the modest, serious singers of this little family aggregation as they formed a close semicircle about their self-effacing director for their initial offering, the handsome Mme. von Trapp in simple black, and the youthful sisters garbed in black and white Austrian folk costumes enlivened with red ribbons. It was only natural to expect work of exceeding refinement from them, and one was not disappointed in this.
Charles Wagner was their first booking agent, then they signed on with Frederick Christian Schang. Thinking the name "Trapp Family Choir" too churchy, Schang Americanized their repertoire and, following his suggestion, the group changed its name to the "Trapp Family Singers". The family, which by then included all ten children, was soon touring the world giving concert performances. Alix Williamson served as the group's publicist for over two decades. After the war, they founded the Trapp Family Austrian Relief fund, which sent food and clothing to the impoverished in Austria.
Move to the United States
In the 1940s, the family moved to Stowe, Vermont, where they ran a music camp when they were not touring. In 1944, Maria Augusta, Maria Franziska, Johanna, Martina, Hedwig and Agathe applied for U.S. citizenship, whereas Georg never applied to become a citizen. Rupert and Werner became citizens by serving during World War II, while Rosmarie and Eleonore became citizens by virtue of their mother's citizenship. Johannes was born in the United States in Philadelphia on the 17 January 1939 during a concert tour. Georg von Trapp died in 1947 in Vermont after suffering lung cancer.
The family made a series of 78-rpm records for RCA Victor in the 1950s, some of which were later issued on RCA Camden LPs. There were also a few later recordings released on LPs, including some stereo sessions. In 1957, the Trapp Family Singers disbanded and went their separate ways. Maria and three of her children became missionaries in Papua New Guinea. In 1965, Maria moved back to Vermont to manage the Trapp Family Lodge, which had been named Cor Unum. She began turning over management of the lodge to her son Johannes, although she was initially reluctant to do so. Hedwig returned to Austria and worked as a teacher in Umhausen.
Death
Maria von Trapp died of heart failure on 28 March 1987, aged 82, in Morrisville, Vermont, three days following surgery. She is interred in the family cemetery at the lodge, along with her husband and five of her step-children.
Decorations and awards
The family has won the following awards:
1949 – Benemerenti Medal (Pope Pius XII), in recognition of the benefits of the Trapp Family Austrian Relief for needy Austrians
1952 – Dame of the Order of the Holy Sepulchre (Vatican-Pope Pius XII)
1956 – Catholic Mother of the Year in the United States. Women receive this honorary title, to recognise exemplary behavior
1957 – Decoration of Honour in Gold for Services to the Republic of Austria
1962 – Siena Medal – an award given by Theta Phi Alpha women's fraternity to "an outstanding woman to recognize her for her endurance and great accomplishment." The medal is the highest honor the organization bestows upon a non-member and is named after Saint Catherine of Siena.
1967 – Austrian Cross of Honour for Science and Art, 1st class
2007 – The von Trapp Family received the Egon Ranshofen Wertheimer Prize in Braunau am Inn
2012 – Naming of Maria Trapp-Platz in Donaustadt (22nd District of Vienna)
Children
Adaptations of the autobiography
Maria von Trapp's book, The Story of the Trapp Family Singers, published in 1949, was a best-seller. It was made into two successful German / Austrian films:
The Trapp Family (1956)
The Trapp Family in America (1958)
The book was then adapted into The Sound of Music, a 1959 Broadway musical by Rodgers and Hammerstein, starring Mary Martin and Theodore Bikel. It was a success, running for more than three years. The musical was adapted in 1965 as a motion picture of the same name, starring Julie Andrews. The film version set US box office records, and Maria von Trapp received about $500,000 ($5.28 million today) in royalties.
Maria von Trapp made a cameo appearance in the movie version of The Sound of Music (1965). For an instant, she, her daughter Rosmarie, and Werner's daughter Barbara can be seen walking past an archway during the song, "I Have Confidence", at the line, "I must stop these doubts, all these worries / If I don't, I just know I'll turn back."
Maria von Trapp sang "Edelweiss" with Andrews on The Julie Andrews Hour in 1973. In 1991, a 40 episode anime series, titled Trapp Family Story aired in Japan, her character referred to by her maiden name (Maria Kutschera), voiced by Masako Katsuki. She was portrayed in the 2015 film The von Trapp Family: A Life of Music by Yvonne Catterfeld.
Authored books
Yesterday, today, and forever. Philadelphia: Lippincott. 1952. OCLC 1423861.
The story of the Trapp Family Singers. Philadelphia: Lippincott. 1954. OCLC 226201826.
Around the year with the Trapp family. New York, N.Y.: Pantheon. 1955. OCLC 573806.
The Trapp family on wheels. London: G. Bles. 1960. OCLC 8153355.
Maria. Carol Stream, Ill.: Creation House. 1972. OCLC 615981.
When the King was Carpenter. Harrison, Arkansas: New Leaf Press. 1976. OCLC 2800726.
References
External links
Maria von Trapp at IMDb
Maria von Trapp interview on BBC Radio 4 Desert Island Discs, 29 December 1983 |
Philosophi%C3%A6_Naturalis_Principia_Mathematica | https://en.wikipedia.org/wiki/Philosophi%C3%A6_Naturalis_Principia_Mathematica | [
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"https://en.wikipedia.org/wiki/Philosophi%C3%A6_Naturalis_Principia_Mathematica"
] | Philosophiæ Naturalis Principia Mathematica (English: The Mathematical Principles of Natural Philosophy) often referred to as simply the Principia (), is a book by Isaac Newton that expounds Newton's laws of motion and his law of universal gravitation. The Principia is written in Latin and comprises three volumes, and was authorized, imprimatur, by Samuel Pepys, then-President of the Royal Society on 5 July 1686 and first published in 1687.
The Principia is considered one of the most important works in the history of science. The French mathematical physicist Alexis Clairaut assessed it in 1747: "The famous book of Mathematical Principles of Natural Philosophy marked the epoch of a great revolution in physics. The method followed by its illustrious author Sir Newton ... spread the light of mathematics on a science which up to then had remained in the darkness of conjectures and hypotheses." The French scientist Joseph-Louis Lagrange described it as "the greatest production of a human mind", and French polymath Pierre-Simon Laplace stated that "The Principia is pre-eminent above any other production of human genius". Newton's work has also been called the "greatest scientific work in history", and the "supreme expression in human thought of the mind's ability to hold the universe fixed as an object of contemplation".
A more recent assessment has been that while acceptance of Newton's laws was not immediate, by the end of the century after publication in 1687, "no one could deny that [out of the Principia] a science had emerged that, at least in certain respects, so far exceeded anything that had ever gone before that it stood alone as the ultimate exemplar of science generally".
The Principia forms a mathematical foundation for the theory of classical mechanics. Among other achievements, it explains Johannes Kepler's laws of planetary motion, which Kepler had first obtained empirically. In formulating his physical laws, Newton developed and used mathematical methods now included in the field of calculus, expressing them in the form of geometric propositions about "vanishingly small" shapes. In a revised conclusion to the Principia (see § General Scholium), Newton emphasized the empirical nature of the work with the expression Hypotheses non fingo ("I frame/feign no hypotheses").
After annotating and correcting his personal copy of the first edition, Newton published two further editions, during 1713 with errors of the 1687 corrected, and an improved version of 1726.
Contents
Expressed aim and topics covered
The Preface of the work states:
... Rational Mechanics will be the sciences of motion resulting from any forces whatsoever, and of the forces required to produce any motion, accurately proposed and demonstrated ... And therefore we offer this work as mathematical principles of his philosophy. For all the difficulty of philosophy seems to consist in this—from the phenomena of motions to investigate the forces of Nature, and then from these forces to demonstrate the other phenomena ...
The Principia deals primarily with massive bodies in motion, initially under a variety of conditions and hypothetical laws of force in both non-resisting and resisting media, thus offering criteria to decide, by observations, which laws of force are operating in phenomena that may be observed. It attempts to cover hypothetical or possible motions both of celestial bodies and of terrestrial projectiles. It explores difficult problems of motions perturbed by multiple attractive forces. Its third and final book deals with the interpretation of observations about the movements of planets and their satellites.
The book:
shows how astronomical observations verify the inverse square law of gravitation (to an accuracy that was high by the standards of Newton's time);
offers estimates of relative masses for the known giant planets and for the Earth and the Sun;
defines the motion of the Sun relative to the Solar System barycenter;
shows how the theory of gravity can account for irregularities in the motion of the Moon;
identifies the oblateness of the shape of the Earth;
accounts approximately for marine tides including phenomena of spring and neap tides by the perturbing (and varying) gravitational attractions of the Sun and Moon on the Earth's waters;
explains the precession of the equinoxes as an effect of the gravitational attraction of the Moon on the Earth's equatorial bulge; and
gives theoretical basis for numerous phenomena about comets and their elongated, near-parabolic orbits.
The opening sections of the Principia contain, in revised and extended form, nearly all of the content of Newton's 1684 tract De motu corporum in gyrum.
The Principia begin with "Definitions" and "Axioms or Laws of Motion", and continues in three books:
Book 1, De motu corporum
Book 1, subtitled De motu corporum (On the motion of bodies) concerns motion in the absence of any resisting medium. It opens with a collection of mathematical lemmas on "the method of first and last ratios", a geometrical form of infinitesimal calculus.
The second section establishes relationships between centripetal forces and the law of areas now known as Kepler's second law (Propositions 1–3), and relates circular velocity and radius of path-curvature to radial force (Proposition 4), and relationships between centripetal forces varying as the inverse-square of the distance to the center and orbits of conic-section form (Propositions 5–10).
Propositions 11–31 establish properties of motion in paths of eccentric conic-section form including ellipses, and their relationship with inverse-square central forces directed to a focus and include Newton's theorem about ovals (lemma 28).
Propositions 43–45 are demonstration that in an eccentric orbit under centripetal force where the apse may move, a steady non-moving orientation of the line of apses is an indicator of an inverse-square law of force.
Book 1 contains some proofs with little connection to real-world dynamics. But there are also sections with far-reaching application to the solar system and universe:
Propositions 57–69 deal with the "motion of bodies drawn to one another by centripetal forces". This section is of primary interest for its application to the Solar System, and includes Proposition 66 along with its 22 corollaries: here Newton took the first steps in the definition and study of the problem of the movements of three massive bodies subject to their mutually perturbing gravitational attractions, a problem which later gained name and fame (among other reasons, for its great difficulty) as the three-body problem.
Propositions 70–84 deal with the attractive forces of spherical bodies. The section contains Newton's proof that a massive spherically symmetrical body attracts other bodies outside itself as if all its mass were concentrated at its centre. This fundamental result, called the Shell theorem, enables the inverse square law of gravitation to be applied to the real solar system to a very close degree of approximation.
Book 2, part 2 of De motu corporum
Part of the contents originally planned for the first book was divided out into a second book, which largely concerns motion through resisting mediums. Just as Newton examined consequences of different conceivable laws of attraction in Book 1, here he examines different conceivable laws of resistance; thus Section 1 discusses resistance in direct proportion to velocity, and Section 2 goes on to examine the implications of resistance in proportion to the square of velocity. Book 2 also discusses (in Section 5) hydrostatics and the properties of compressible fluids; Newton also derives Boyle's law. The effects of air resistance on pendulums are studied in Section 6, along with Newton's account of experiments that he carried out, to try to find out some characteristics of air resistance in reality by observing the motions of pendulums under different conditions. Newton compares the resistance offered by a medium against motions of globes with different properties (material, weight, size). In Section 8, he derives rules to determine the speed of waves in fluids and relates them to the density and condensation (Proposition 48; this would become very important in acoustics). He assumes that these rules apply equally to light and sound and estimates that the speed of sound is around 1088 feet per second and can increase depending on the amount of water in air.
Less of Book 2 has stood the test of time than of Books 1 and 3, and it has been said that Book 2 was largely written to refute a theory of Descartes which had some wide acceptance before Newton's work (and for some time after). According to Descartes's theory of vortices, planetary motions were produced by the whirling of fluid vortices that filled interplanetary space and carried the planets along with them. Newton concluded Book 2 by commenting that the hypothesis of vortices was completely at odds with the astronomical phenomena, and served not so much to explain as to confuse them.
Book 3, De mundi systemate
Book 3, subtitled De mundi systemate (On the system of the world), is an exposition of many consequences of universal gravitation, especially its consequences for astronomy. It builds upon the propositions of the previous books and applies them with further specificity than in Book 1 to the motions observed in the Solar System. Here (introduced by Proposition 22, and continuing in Propositions 25–35) are developed several of the features and irregularities of the orbital motion of the Moon, especially the variation. Newton lists the astronomical observations on which he relies, and establishes in a stepwise manner that the inverse square law of mutual gravitation applies to Solar System bodies, starting with the satellites of Jupiter and going on by stages to show that the law is of universal application. He also gives starting at Lemma 4 and Proposition 40 the theory of the motions of comets, for which much data came from John Flamsteed and Edmond Halley, and accounts for the tides, attempting quantitative estimates of the contributions of the Sun and Moon to the tidal motions; and offers the first theory of the precession of the equinoxes. Book 3 also considers the harmonic oscillator in three dimensions, and motion in arbitrary force laws.
In Book 3 Newton also made clear his heliocentric view of the Solar System, modified in a somewhat modern way, since already in the mid-1680s he recognised the "deviation of the Sun" from the centre of gravity of the Solar System. For Newton, "the common centre of gravity of the Earth, the Sun and all the Planets is to be esteem'd the Centre of the World", and that this centre "either is at rest, or moves uniformly forward in a right line". Newton rejected the second alternative after adopting the position that "the centre of the system of the world is immoveable", which "is acknowledg'd by all, while some contend that the Earth, others, that the Sun is fix'd in that centre". Newton estimated the mass ratios Sun:Jupiter and Sun:Saturn, and pointed out that these put the centre of the Sun usually a little way off the common center of gravity, but only a little, the distance at most "would scarcely amount to one diameter of the Sun".
Commentary on the Principia
The sequence of definitions used in setting up dynamics in the Principia is recognisable in many textbooks today. Newton first set out the definition of mass
The quantity of matter is that which arises conjointly from its density and magnitude. A body twice as dense in double the space is quadruple in quantity. This quantity I designate by the name of body or of mass.
This was then used to define the "quantity of motion" (today called momentum), and the principle of inertia in which mass replaces the previous Cartesian notion of intrinsic force. This then set the stage for the introduction of forces through the change in momentum of a body. Curiously, for today's readers, the exposition looks dimensionally incorrect, since Newton does not introduce the dimension of time in rates of changes of quantities.
He defined space and time "not as they are well known to all". Instead, he defined "true" time and space as "absolute" and explained:
Only I must observe, that the vulgar conceive those quantities under no other notions but from the relation they bear to perceptible objects. And it will be convenient to distinguish them into absolute and relative, true and apparent, mathematical and common. ... instead of absolute places and motions, we use relative ones; and that without any inconvenience in common affairs; but in philosophical discussions, we ought to step back from our senses, and consider things themselves, distinct from what are only perceptible measures of them.
To some modern readers it can appear that some dynamical quantities recognised today were used in the Principia but not named. The mathematical aspects of the first two books were so clearly consistent that they were easily accepted; for example, Locke asked Huygens whether he could trust the mathematical proofs and was assured about their correctness.
However, the concept of an attractive force acting at a distance received a cooler response. In his notes, Newton wrote that the inverse square law arose naturally due to the structure of matter. However, he retracted this sentence in the published version, where he stated that the motion of planets is consistent with an inverse square law, but refused to speculate on the origin of the law. Huygens and Leibniz noted that the law was incompatible with the notion of the aether. From a Cartesian point of view, therefore, this was a faulty theory. Newton's defence has been adopted since by many famous physicists—he pointed out that the mathematical form of the theory had to be correct since it explained the data, and he refused to speculate further on the basic nature of gravity. The sheer number of phenomena that could be organised by the theory was so impressive that younger "philosophers" soon adopted the methods and language of the Principia.
Rules of Reason
Perhaps to reduce the risk of public misunderstanding, Newton included at the beginning of Book 3 (in the second (1713) and third (1726) editions) a section titled "Rules of Reasoning in Philosophy". In the four rules, as they came finally to stand in the 1726 edition, Newton effectively offers a methodology for handling unknown phenomena in nature and reaching towards explanations for them. The four Rules of the 1726 edition run as follows (omitting some explanatory comments that follow each):
We are to admit no more causes of natural things than such as are both true and sufficient to explain their appearances.
Therefore to the same natural effects we must, as far as possible, assign the same causes.
The qualities of bodies, which admit neither intensification nor remission of degrees, and which are found to belong to all bodies within the reach of our experiments, are to be esteemed the universal qualities of all bodies whatsoever.
In experimental philosophy we are to look upon propositions inferred by general induction from phenomena as accurately or very nearly true, not withstanding any contrary hypothesis that may be imagined, till such time as other phenomena occur, by which they may either be made more accurate, or liable to exceptions.
This section of Rules for philosophy is followed by a listing of "Phenomena", in which are listed a number of mainly astronomical observations, that Newton used as the basis for inferences later on, as if adopting a consensus set of facts from the astronomers of his time.
Both the "Rules" and the "Phenomena" evolved from one edition of the Principia to the next. Rule 4 made its appearance in the third (1726) edition; Rules 1–3 were present as "Rules" in the second (1713) edition, and predecessors of them were also present in the first edition of 1687, but there they had a different heading: they were not given as "Rules", but rather in the first (1687) edition the predecessors of the three later "Rules", and of most of the later "Phenomena", were all lumped together under a single heading "Hypotheses" (in which the third item was the predecessor of a heavy revision that gave the later Rule 3).
From this textual evolution, it appears that Newton wanted by the later headings "Rules" and "Phenomena" to clarify for his readers his view of the roles to be played by these various statements.
In the third (1726) edition of the Principia, Newton explains each rule in an alternative way and/or gives an example to back up what the rule is claiming. The first rule is explained as a philosophers' principle of economy. The second rule states that if one cause is assigned to a natural effect, then the same cause so far as possible must be assigned to natural effects of the same kind: for example, respiration in humans and in animals, fires in the home and in the Sun, or the reflection of light whether it occurs terrestrially or from the planets. An extensive explanation is given of the third rule, concerning the qualities of bodies, and Newton discusses here the generalisation of observational results, with a caution against making up fancies contrary to experiments, and use of the rules to illustrate the observation of gravity and space.
General Scholium
The General Scholium is a concluding essay added to the second edition, 1713 (and amended in the third edition, 1726). It is not to be confused with the General Scholium at the end of Book 2, Section 6, which discusses his pendulum experiments and resistance due to air, water, and other fluids.
Here Newton used the expression hypotheses non fingo, "I formulate no hypotheses", in response to criticisms of the first edition of the Principia. ("Fingo" is sometimes nowadays translated "feign" rather than the traditional "frame," although "feign" does not properly translate "fingo"). Newton's gravitational attraction, an invisible force able to act over vast distances, had led to criticism that he had introduced "occult agencies" into science. Newton firmly rejected such criticisms and wrote that it was enough that the phenomena implied gravitational attraction, as they did; but the phenomena did not so far indicate the cause of this gravity, and it was both unnecessary and improper to frame hypotheses of things not implied by the phenomena: such hypotheses "have no place in experimental philosophy", in contrast to the proper way in which "particular propositions are inferr'd from the phenomena and afterwards rendered general by induction".
Newton also underlined his criticism of the vortex theory of planetary motions, of Descartes, pointing to its incompatibility with the highly eccentric orbits of comets, which carry them "through all parts of the heavens indifferently".
Newton also gave theological argument. From the system of the world, he inferred the existence of a god, along lines similar to what is sometimes called the argument from intelligent or purposive design. It has been suggested that Newton gave "an oblique argument for a unitarian conception of God and an implicit attack on the doctrine of the Trinity". The General Scholium does not address or attempt to refute the church doctrine; it simply does not mention Jesus, the Holy Ghost, or the hypothesis of the Trinity.
Publishing the book
Halley and Newton's initial stimulus
In January 1684, Edmond Halley, Christopher Wren and Robert Hooke had a conversation in which Hooke claimed to not only have derived the inverse-square law but also all the laws of planetary motion. Wren was unconvinced, Hooke did not produce the claimed derivation although the others gave him time to do it, and Halley, who could derive the inverse-square law for the restricted circular case (by substituting Kepler's relation into Huygens' formula for the centrifugal force) but failed to derive the relation generally, resolved to ask Newton.
Halley's visits to Newton in 1684 thus resulted from Halley's debates about planetary motion with Wren and Hooke, and they seem to have provided Newton with the incentive and spur to develop and write what became Philosophiae Naturalis Principia Mathematica. Halley was at that time a Fellow and Council member of the Royal Society in London (positions that in 1686 he resigned to become the Society's paid Clerk). Halley's visit to Newton in Cambridge in 1684 probably occurred in August. When Halley asked Newton's opinion on the problem of planetary motions discussed earlier that year between Halley, Hooke and Wren, Newton surprised Halley by saying that he had already made the derivations some time ago; but that he could not find the papers. (Matching accounts of this meeting come from Halley and Abraham De Moivre to whom Newton confided.) Halley then had to wait for Newton to "find" the results, and in November 1684 Newton sent Halley an amplified version of whatever previous work Newton had done on the subject. This took the form of a 9-page manuscript, De motu corporum in gyrum (Of the motion of bodies in an orbit): the title is shown on some surviving copies, although the (lost) original may have been without a title.
Newton's tract De motu corporum in gyrum, which he sent to Halley in late 1684, derived what is now known as the three laws of Kepler, assuming an inverse square law of force, and generalised the result to conic sections. It also extended the methodology by adding the solution of a problem on the motion of a body through a resisting medium. The contents of De motu so excited Halley by their mathematical and physical originality and far-reaching implications for astronomical theory, that he immediately went to visit Newton again, in November 1684, to ask Newton to let the Royal Society have more of such work. The results of their meetings clearly helped to stimulate Newton with the enthusiasm needed to take his investigations of mathematical problems much further in this area of physical science, and he did so in a period of highly concentrated work that lasted at least until mid-1686.
Newton's single-minded attention to his work generally, and to his project during this time, is shown by later reminiscences from his secretary and copyist of the period, Humphrey Newton. His account tells of Isaac Newton's absorption in his studies, how he sometimes forgot his food, or his sleep, or the state of his clothes, and how when he took a walk in his garden he would sometimes rush back to his room with some new thought, not even waiting to sit before beginning to write it down. Other evidence also shows Newton's absorption in the Principia: Newton for years kept up a regular programme of chemical or alchemical experiments, and he normally kept dated notes of them, but for a period from May 1684 to April 1686, Newton's chemical notebooks have no entries at all. So, it seems that Newton abandoned pursuits to which he was formally dedicated and did very little else for well over a year and a half, but concentrated on developing and writing what became his great work.
The first of the three constituent books was sent to Halley for the printer in spring 1686, and the other two books somewhat later. The complete work, published by Halley at his own financial risk, appeared in July 1687. Newton had also communicated De motu to Flamsteed, and during the period of composition, he exchanged a few letters with Flamsteed about observational data on the planets, eventually acknowledging Flamsteed's contributions in the published version of the Principia of 1687.
Preliminary version
The process of writing that first edition of the Principia went through several stages and drafts: some parts of the preliminary materials still survive, while others are lost except for fragments and cross-references in other documents.
Surviving materials show that Newton (up to some time in 1685) conceived his book as a two-volume work. The first volume was to be titled De motu corporum, Liber primus, with contents that later appeared in extended form as Book 1 of the Principia.
A fair-copy draft of Newton's planned second volume De motu corporum, Liber Secundus survives, its completion dated to about the summer of 1685. It covers the application of the results of Liber primus to the Earth, the Moon, the tides, the Solar System, and the universe; in this respect, it has much the same purpose as the final Book 3 of the Principia, but it is written much less formally and is more easily read.
It is not known just why Newton changed his mind so radically about the final form of what had been a readable narrative in De motu corporum, Liber Secundus of 1685, but he largely started afresh in a new, tighter, and less accessible mathematical style, eventually to produce Book 3 of the Principia as we know it. Newton frankly admitted that this change of style was deliberate when he wrote that he had (first) composed this book "in a popular method, that it might be read by many", but to "prevent the disputes" by readers who could not "lay aside the[ir] prejudices", he had "reduced" it "into the form of propositions (in the mathematical way) which should be read by those only, who had first made themselves masters of the principles established in the preceding books". The final Book 3 also contained in addition some further important quantitative results arrived at by Newton in the meantime, especially about the theory of the motions of comets, and some of the perturbations of the motions of the Moon.
The result was numbered Book 3 of the Principia rather than Book 2 because in the meantime, drafts of Liber primus had expanded and Newton had divided it into two books. The new and final Book 2 was concerned largely with the motions of bodies through resisting mediums.
But the Liber Secundus of 1685 can still be read today. Even after it was superseded by Book 3 of the Principia, it survived complete, in more than one manuscript. After Newton's death in 1727, the relatively accessible character of its writing encouraged the publication of an English translation in 1728 (by persons still unknown, not authorised by Newton's heirs). It appeared under the English title A Treatise of the System of the World. This had some amendments relative to Newton's manuscript of 1685, mostly to remove cross-references that used obsolete numbering to cite the propositions of an early draft of Book 1 of the Principia. Newton's heirs shortly afterwards published the Latin version in their possession, also in 1728, under the (new) title De Mundi Systemate, amended to update cross-references, citations and diagrams to those of the later editions of the Principia, making it look superficially as if it had been written by Newton after the Principia, rather than before. The System of the World was sufficiently popular to stimulate two revisions (with similar changes as in the Latin printing), a second edition (1731), and a "corrected" reprint of the second edition (1740).
Halley's role as publisher
The text of the first of the three books of the Principia was presented to the Royal Society at the close of April 1686. Hooke made some priority claims (but failed to substantiate them), causing some delay. When Hooke's claim was made known to Newton, who hated disputes, Newton threatened to withdraw and suppress Book 3 altogether, but Halley, showing considerable diplomatic skills, tactfully persuaded Newton to withdraw his threat and let it go forward to publication. Samuel Pepys, as president, gave his imprimatur on 30 June 1686, licensing the book for publication. The Society had just spent its book budget on De Historia piscium, and the cost of publication was borne by Edmund Halley (who was also then acting as publisher of the Philosophical Transactions of the Royal Society): the book appeared in summer 1687. After Halley had personally financed the publication of Principia, he was informed that the society could no longer afford to provide him the promised annual salary of £50. Instead, Halley was paid with leftover copies of De Historia piscium.
Historical context
Beginnings of the Scientific Revolution
Nicolaus Copernicus had moved the Earth away from the center of the universe with the heliocentric theory for which he presented evidence in his book De revolutionibus orbium coelestium (On the revolutions of the heavenly spheres) published in 1543. Johannes Kepler wrote the book Astronomia nova (A new astronomy) in 1609, setting out the evidence that planets move in elliptical orbits with the Sun at one focus, and that planets do not move with constant speed along this orbit. Rather, their speed varies so that the line joining the centres of the sun and a planet sweeps out equal areas in equal times. To these two laws he added a third a decade later, in his 1619 book Harmonices Mundi (Harmonies of the world). This law sets out a proportionality between the third power of the characteristic distance of a planet from the Sun and the square of the length of its year.
The foundation of modern dynamics was set out in Galileo's book Dialogo sopra i due massimi sistemi del mondo (Dialogue on the two main world systems) where the notion of inertia was implicit and used. In addition, Galileo's experiments with inclined planes had yielded precise mathematical relations between elapsed time and acceleration, velocity or distance for uniform and uniformly accelerated motion of bodies.
Descartes' book of 1644 Principia philosophiae (Principles of philosophy) stated that bodies can act on each other only through contact: a principle that induced people, among them himself, to hypothesize a universal medium as the carrier of interactions such as light and gravity—the aether. Newton was criticized for apparently introducing forces that acted at distance without any medium. Not until the development of particle theory was Descartes' notion vindicated when it was possible to describe all interactions, like the strong, weak, and electromagnetic fundamental interactions, using mediating gauge bosons and gravity through hypothesized gravitons.
Newton's role
Newton had studied these books, or, in some cases, secondary sources based on them, and taken notes entitled Quaestiones quaedam philosophicae (Questions about philosophy) during his days as an undergraduate. During this period (1664–1666) he created the basis of calculus and performed the first experiments in the optics of colour. At this time, his proof that white light was a combination of primary colours (found via prismatics) replaced the prevailing theory of colours and received an overwhelmingly favourable response and occasioned bitter disputes with Robert Hooke and others, which forced him to sharpen his ideas to the point where he already composed sections of his later book Opticks by the 1670s in response. Work on calculus is shown in various papers and letters, including two to Leibniz. He became a fellow of the Royal Society and the second Lucasian Professor of Mathematics (succeeding Isaac Barrow) at Trinity College, Cambridge.
Newton's early work on motion
In the 1660s Newton studied the motion of colliding bodies and deduced that the centre of mass of two colliding bodies remains in uniform motion. Surviving manuscripts of the 1660s also show Newton's interest in planetary motion and that by 1669 he had shown, for a circular case of planetary motion, that the force he called "endeavour to recede" (now called centrifugal force) had an inverse-square relation with distance from the center. After his 1679–1680 correspondence with Hooke, described below, Newton adopted the language of inward or centripetal force. According to Newton scholar J. Bruce Brackenridge, although much has been made of the change in language and difference of point of view, as between centrifugal or centripetal forces, the actual computations and proofs remained the same either way. They also involved the combination of tangential and radial displacements, which Newton was making in the 1660s. The difference between the centrifugal and centripetal points of view, though a significant change of perspective, did not change the analysis. Newton also clearly expressed the concept of linear inertia in the 1660s: for this Newton was indebted to Descartes' work published 1644.
Controversy with Hooke
Hooke published his ideas about gravitation in the 1660s and again in 1674. He argued for an attracting principle of gravitation in Micrographia of 1665, in a 1666 Royal Society lecture On gravity, and again in 1674, when he published his ideas about the System of the World in somewhat developed form, as an addition to An Attempt to Prove the Motion of the Earth from Observations. Hooke clearly postulated mutual attractions between the Sun and planets, in a way that increased with nearness to the attracting body, along with a principle of linear inertia. Hooke's statements up to 1674 made no mention, however, that an inverse square law applies or might apply to these attractions. Hooke's gravitation was also not yet universal, though it approached universality more closely than previous hypotheses. Hooke also did not provide accompanying evidence or mathematical demonstration. On these two aspects, Hooke stated in 1674: "Now what these several degrees [of gravitational attraction] are I have not yet experimentally verified" (indicating that he did not yet know what law the gravitation might follow); and as to his whole proposal: "This I only hint at present", "having my self many other things in hand which I would first compleat, and therefore cannot so well attend it" (i.e., "prosecuting this Inquiry").
In November 1679, Hooke began an exchange of letters with Newton, of which the full text is now published. Hooke told Newton that Hooke had been appointed to manage the Royal Society's correspondence, and wished to hear from members about their researches, or their views about the researches of others; and as if to whet Newton's interest, he asked what Newton thought about various matters, giving a whole list, mentioning "compounding the celestial motions of the planets of a direct motion by the tangent and an attractive motion towards the central body", and "my hypothesis of the lawes or causes of springinesse", and then a new hypothesis from Paris about planetary motions (which Hooke described at length), and then efforts to carry out or improve national surveys, the difference of latitude between London and Cambridge, and other items. Newton's reply offered "a fansy of my own" about a terrestrial experiment (not a proposal about celestial motions) which might detect the Earth's motion, by the use of a body first suspended in air and then dropped to let it fall. The main point was to indicate how Newton thought the falling body could experimentally reveal the Earth's motion by its direction of deviation from the vertical, but he went on hypothetically to consider how its motion could continue if the solid Earth had not been in the way (on a spiral path to the centre). Hooke disagreed with Newton's idea of how the body would continue to move. A short further correspondence developed, and towards the end of it Hooke, writing on 6 January 1680 to Newton, communicated his "supposition ... that the Attraction always is in a duplicate proportion to the Distance from the Center Reciprocall, and Consequently that the Velocity will be in a subduplicate proportion to the Attraction and Consequently as Kepler Supposes Reciprocall to the Distance." (Hooke's inference about the velocity was actually incorrect.)
In 1686, when the first book of Newton's Principia was presented to the Royal Society, Hooke claimed that Newton had obtained from him the "notion" of "the rule of the decrease of Gravity, being reciprocally as the squares of the distances from the Center". At the same time (according to Edmond Halley's contemporary report) Hooke agreed that "the Demonstration of the Curves generated therby" was wholly Newton's.
A recent assessment about the early history of the inverse square law is that "by the late 1660s", the assumption of an "inverse proportion between gravity and the square of distance was rather common and had been advanced by a number of different people for different reasons". Newton himself had shown in the 1660s that for planetary motion under a circular assumption, force in the radial direction had an inverse-square relation with distance from the center. Newton, faced in May 1686 with Hooke's claim on the inverse square law, denied that Hooke was to be credited as author of the idea, giving reasons including the citation of prior work by others before Hooke. Newton also firmly claimed that even if it had happened that he had first heard of the inverse square proportion from Hooke, which it had not, he would still have some rights to it in view of his mathematical developments and demonstrations, which enabled observations to be relied on as evidence of its accuracy, while Hooke, without mathematical demonstrations and evidence in favour of the supposition, could only guess (according to Newton) that it was approximately valid "at great distances from the center".
The background described above shows there was basis for Newton to deny deriving the inverse square law from Hooke. On the other hand, Newton did accept and acknowledge, in all editions of the Principia, that Hooke (but not exclusively Hooke) had separately appreciated the inverse square law in the Solar System. Newton acknowledged Wren, Hooke and Halley in this connection in the Scholium to Proposition 4 in Book 1. Newton also acknowledged to Halley that his correspondence with Hooke in 1679–80 had reawakened his dormant interest in astronomical matters, but that did not mean, according to Newton, that Hooke had told Newton anything new or original: "yet am I not beholden to him for any light into that business but only for the diversion he gave me from my other studies to think on these things & for his dogmaticalness in writing as if he had found the motion in the Ellipsis, which inclined me to try it ...".) Newton's reawakening interest in astronomy received further stimulus by the appearance of a comet in the winter of 1680/1681, on which he corresponded with John Flamsteed.
In 1759, decades after the deaths of both Newton and Hooke, Alexis Clairaut, mathematical astronomer eminent in his own right in the field of gravitational studies, made his assessment after reviewing what Hooke had published on gravitation. "One must not think that this idea ... of Hooke diminishes Newton's glory", Clairaut wrote; "The example of Hooke" serves "to show what a distance there is between a truth that is glimpsed and a truth that is demonstrated".
Location of early edition copies
It has been estimated that as many as 750 copies of the first edition were printed by the Royal Society, and "it is quite remarkable that so many copies of this small first edition are still in existence ... but it may be because the original Latin text was more revered than read". A survey published in 1953 located 189 surviving copies with nearly 200 further copies located by the most recent survey published in 2020, suggesting that the initial print run was larger than previously thought. However, more recent book historical and bibliographical research has examined those prior claims, and concludes that Macomber's earlier estimation of 500 copies is likely correct.
Cambridge University Library has Newton's own copy of the first edition, with handwritten notes for the second edition.
The Earl Gregg Swem Library at the College of William & Mary has a first edition copy of the Principia. Throughout are Latin annotations written by Thomas S. Savage. These handwritten notes are currently being researched at the college.
The Frederick E. Brasch Collection of Newton and Newtoniana in Stanford University also has a first edition of the Principia.
A first edition forms part of the Crawford Collection, housed at the Royal Observatory, Edinburgh.
The Uppsala University Library owns a first edition copy, which was stolen in the 1960s and returned to the library in 2009.
The Folger Shakespeare Library in Washington, D.C. owns a first edition, as well as a 1713 second edition.
The Huntington Library in San Marino, California owns Isaac Newton's personal copy, with annotations in Newton's own hand.
The Bodmer Library in Switzerland keeps a copy of the original edition that was owned by Leibniz. It contains handwritten notes by Leibniz, in particular concerning the controversy of who first formulated calculus (although he published it later, Newton argued that he developed it earlier).
The Iron Library in Switzerland holds a first edition copy that was formerly in the library of the physicist Ernst Mach. The copy contains critical marginalia in Mach's hand.
The University of St Andrews Library holds both variants of the first edition, as well as copies of the 1713 and 1726 editions.
The Fisher Library in the University of Sydney has a first-edition copy, annotated by a mathematician of uncertain identity and corresponding notes from Newton himself.
The Linda Hall Library holds the first edition, as well as a copy of the 1713 and 1726 editions.
The Teleki-Bolyai Library of Târgu-Mureș holds a 2-line imprint first edition.
One book is also located at Vasaskolan, Gävle, in Sweden.
Dalhousie University has a copy as part of the William I. Morse collection.
McGill University in Montreal has the copy once owned by Sir William Osler.
The University of Toronto has a copy in the Thomas Fisher Rare Book Collection.
University College London Special Collections has a copy previously owned by the lawyer and mathematician John T. Graves.
In 2016, a first edition sold for $3.7 million.
The second edition (1713) were printed in 750 copies, and the third edition (1726) were printed in 1,250 copies.
A facsimile edition (based on the 3rd edition of 1726 but with variant readings from earlier editions and important annotations) was published in 1972 by Alexandre Koyré and I. Bernard Cohen.
Later editions
Second edition, 1713
Two later editions were published by Newton: Newton had been urged to make a new edition of the Principia since the early 1690s, partly because copies of the first edition had already become very rare and expensive within a few years after 1687. Newton referred to his plans for a second edition in correspondence with Flamsteed in November 1694. Newton also maintained annotated copies of the first edition specially bound up with interleaves on which he could note his revisions; two of these copies still survive, but he had not completed the revisions by 1708. Newton had almost severed connections with one would-be editor, Nicolas Fatio de Duillier, and another, David Gregory seems not to have met with his approval and was also terminally ill, dying in 1708. Nevertheless, reasons were accumulating not to put off the new edition any longer. Richard Bentley, master of Trinity College, persuaded Newton to allow him to undertake a second edition, and in June 1708 Bentley wrote to Newton with a specimen print of the first sheet, at the same time expressing the (unfulfilled) hope that Newton had made progress towards finishing the revisions. It seems that Bentley then realised that the editorship was technically too difficult for him, and with Newton's consent he appointed Roger Cotes, Plumian professor of astronomy at Trinity, to undertake the editorship for him as a kind of deputy (but Bentley still made the publishing arrangements and had the financial responsibility and profit). The correspondence of 1709–1713 shows Cotes reporting to two masters, Bentley and Newton, and managing (and often correcting) a large and important set of revisions to which Newton sometimes could not give his full attention. Under the weight of Cotes' efforts, but impeded by priority disputes between Newton and Leibniz, and by troubles at the Mint, Cotes was able to announce publication to Newton on 30 June 1713. Bentley sent Newton only six presentation copies; Cotes was unpaid; Newton omitted any acknowledgement to Cotes.
Among those who gave Newton corrections for the Second Edition were: Firmin Abauzit, Roger Cotes and David Gregory. However, Newton omitted acknowledgements to some because of the priority disputes. John Flamsteed, the Astronomer Royal, suffered this especially.
The Second Edition was the basis of the first edition to be printed abroad, which appeared in Amsterdam in 1714.
Third edition, 1726
After his serious illness in 1722 and after the appearance of a reprint of the second edition in Amsterdam in 1723, the 80-year-old Newton began to revise once again the Principia in the fall of 1723. The third edition was published 25 March 1726, under the stewardship of Henry Pemberton, M.D., a man of the greatest skill in these matters...; Pemberton later said that this recognition was worth more to him than the two hundred guinea award from Newton.
In 1739–1742, two French priests, Pères Thomas LeSeur and François Jacquier (of the Minim order, but sometimes erroneously identified as Jesuits), produced with the assistance of J.-L. Calandrini an extensively annotated version of the Principia in the 3rd edition of 1726. Sometimes this is referred to as the Jesuit edition: it was much used, and reprinted more than once in Scotland during the 19th century.
Émilie du Châtelet also made a translation of Newton's Principia into French. Unlike LeSeur and Jacquier's edition, hers was a complete translation of Newton's three books and their prefaces. She also included a Commentary section where she fused the three books into a much clearer and easier to understand summary. She included an analytical section where she applied the new mathematics of calculus to Newton's most controversial theories. Previously, geometry was the standard mathematics used to analyse theories. Du Châtelet's translation is the only complete one to have been done in French and hers remains the standard French translation to this day.
Translations
Four full English translations of Newton's Principia have appeared, all based on Newton's 3rd edition of 1726. The first, from 1729, by Andrew Motte, was described by Newton scholar I. Bernard Cohen (in 1968) as "still of enormous value in conveying to us the sense of Newton's words in their own time, and it is generally faithful to the original: clear, and well written". The 1729 version was the basis for several republications, often incorporating revisions, among them a widely used modernised English version of 1934, which appeared under the editorial name of Florian Cajori (though completed and published only some years after his death). Cohen pointed out ways in which the 18th-century terminology and punctuation of the 1729 translation might be confusing to modern readers, but he also made severe criticisms of the 1934 modernised English version, and showed that the revisions had been made without regard to the original, also demonstrating gross errors "that provided the final impetus to our decision to produce a wholly new translation".
The second full English translation, into modern English, is the work that resulted from this decision by collaborating translators I. Bernard Cohen, Anne Whitman, and Julia Budenz; it was published in 1999 with a guide by way of introduction.
The third such translation is due to Ian Bruce, and appears, with many other translations of mathematical works of the 17th and 18th centuries, on his website.
The fourth complete English translation is due to Charles Leedham-Green, professor emeritus of mathematics at Queen Mary University of London, and was published in 2021 by Cambridge University Press. Prof. Leedham-Green was motivated to produce that translation, on which he worked for twenty years, in part because of his dissatisfaction with the work of Cohen, Whitman, and Budenz, whose translation of the Principia he found unnecessarily obscure. Leedham-Green's aim was to convey Newton's own reasoning and arguments in a way intelligible to a modern mathematical scientist. His translation is heavily annotated and his explanatory notes make use of the modern secondary literature on some of the more difficult technical aspects of Newton's work.
Dana Densmore and William H. Donahue have published a translation of the work's central argument, published in 1996, along with expansion of included proofs and ample commentary. The book was developed as a textbook for classes at St. John's College and the aim of this translation is to be faithful to the Latin text.
Varia
In 1977, the spacecraft Voyager 1 and 2 left earth for the interstellar space carrying a picture of a page from Newton's Principia Mathematica, as part of the Golden Record, a collection of messages from humanity to extraterrestrials.
In 2014, British astronaut Tim Peake named his upcoming mission to the International Space Station Principia after the book, in "honour of Britain's greatest scientist". Tim Peake's Principia launched on 15 December 2015 aboard Soyuz TMA-19M.
See also
Atomism
Elements of the Philosophy of Newton
Isaac Newton's occult studies
References
Further reading
External links
Latin versions
First edition (1687)
Trinity College Library, Cambridge High resolution digitised version of Newton's own copy of the first edition, with annotations.
Cambridge University, Cambridge Digital Library High resolution digitised version of Newton's own copy of the first edition, interleaved with blank pages for his annotations and corrections.
1687: Newton's Principia, first edition (1687, in Latin). High-resolution presentation of the Gunnerus Library copy.
1687: Newton's Principia, first edition (1687, in Latin).
Project Gutenberg.
ETH-Bibliothek Zürich. From the library of Gabriel Cramer.
Philosophiæ Naturalis Principia Mathematica From the Rare Book and Special Collection Division at the Library of Congress
Second edition (1713)
ETH-Bibliothek Zürich.
ETH-Bibliothek Zürich (pirated Amsterdam reprint of 1723).
Philosophiæ naturalis principia mathematica (Adv.b.39.2), a 1713 edition with annotations by Newton in the collections of Cambridge University Library and fully digitised in Cambridge Digital Library
Third edition (1726)
ETH-Bibliothek Zürich.
Later Latin editions
Principia (in Latin, annotated). 1833 Glasgow reprint (volume 1) with Books 1 and 2 of the Latin edition annotated by Leseur, Jacquier and Calandrini 1739–42 (described above).
Archive.org (1871 reprint of the 1726 edition)
English translations
Andrew Motte, 1729, first English translation of third edition (1726)
WikiSource, Partial
Google books, vol. 1 with Book 1.
Internet Archive, vol. 2 with Books 2 and 3. (Book 3 starts at p.200.) (Google's metadata wrongly labels this vol. 1).
Partial HTML
Robert Thorpe 1802 translation
N. W. Chittenden, ed., 1846 "American Edition" a partly modernised English version, largely the Motte translation of 1729.
Wikisource
Archive.org #1
Archive.org #2
eBooks@Adelaide eBooks@Adelaide
Percival Frost 1863 translation with interpolations Archive.org
Florian Cajori 1934 modernisation of 1729 Motte and 1802 Thorpe translations
Ian Bruce has made a complete translation of the third edition, with notes, on his website.
Charles Leedham-Green 2021 has published a complete and heavily annotated translation. Cambridge; Cambridge University Press.
Other links
David R. Wilkins of the School of Mathematics at Trinity College, Dublin has transcribed a few sections into TeX and METAPOST and made the source, as well as a formatted PDF available at Extracts from the Works of Isaac Newton. |
Monarchy_of_the_United_Kingdom | https://en.wikipedia.org/wiki/Monarchy_of_the_United_Kingdom | [
821
] | [
"https://en.wikipedia.org/wiki/Monarchy_of_the_United_Kingdom"
] | The monarchy of the United Kingdom, commonly referred to as the British monarchy, is the form of government used by the United Kingdom by which a hereditary monarch reigns as the head of state, with their powers regulated by the British Constitution. The term may also refer to the role of the royal family within the UK's broader political structure. The monarch since 8 September 2022 is King Charles III, who ascended the throne on the death of Queen Elizabeth II, his mother.
The monarch and their immediate family undertake various official, ceremonial, diplomatic and representational duties. Although formally the monarch has authority over the government—which is known as "His/Her Majesty's Government"—this power may only be used according to laws enacted in Parliament and within constraints of convention and precedent. In practice the monarch's role, including that of Head of the British Armed Forces, is limited to functions such as bestowing honours and appointing the prime minister, which are performed in a non-partisan manner. The UK Government has called the monarchy "a unique soft power and diplomatic asset". The Crown also occupies a unique cultural role, serving as an unofficial brand ambassador for British interests and values abroad, increasing tourism at home, and promoting charities throughout civil society.
The British monarchy traces its origins from the petty kingdoms of Anglo-Saxon England and early medieval Scotland, which consolidated into the kingdoms of England and Scotland by the 10th century. England was conquered by the Normans in 1066, after which Wales also gradually came under the control of Anglo-Normans. The process was completed in the 13th century when the Principality of Wales became a client state of the English kingdom. The Anglo-Normans also established the Lordship of Ireland. Meanwhile, Magna Carta began the process of reducing the English monarch's political powers. In the 16th century, English and Scottish monarchs played a central role in what became the religious English Reformation and Scottish Reformation, and the English king became King of Ireland. Beginning in 1603, the English and Scottish kingdoms were ruled by a single sovereign. From 1649 to 1660, the tradition of monarchy was broken by the republican Commonwealth of England, which followed the Wars of the Three Kingdoms. Following the installation of William III and Mary II as co-monarchs in the Glorious Revolution, the Bill of Rights 1689, and its Scottish counterpart the Claim of Right Act 1689, further curtailed the power of the monarchy and excluded Roman Catholics from succession to the throne. In 1707, the kingdoms of England and Scotland were merged to create the Kingdom of Great Britain, and in 1801, the Kingdom of Ireland joined to create the United Kingdom of Great Britain and Ireland.
Beginning in the 16th century, the monarch was the nominal head of what came to be the vast British Empire, which covered a quarter of the world's land area at its greatest extent in 1921. The title Emperor of India was added to the British monarch's titles between 1876 and 1948. The Balfour Declaration of 1926 recognised the evolution of the Dominions of the Empire into separate, self-governing countries within a Commonwealth of Nations. Also in this period, the monarchy in Ireland eventually became limited to Northern Ireland. In the years after the Second World War, the vast majority of British colonies and territories became independent, effectively bringing the Empire to an end. George VI and his successors adopted the title Head of the Commonwealth as a symbol of the free association of its independent member states. The United Kingdom and fourteen other independent sovereign states that share the same person as their monarch are called Commonwealth realms. Although the monarch is shared, each country is sovereign and independent of the others, and the monarch has a different, specific, and official national title and style for each realm. Although the term is rarely used today, the fifteen Commonwealth realms are, with respect to their monarch, in personal union. The monarch is also head of state of the Crown Dependencies and the British Overseas Territories.
Constitutional role
In the uncodified Constitution of the United Kingdom, the monarch (exclusively referred to in legislation as "the Sovereign", and styled His or Her Majesty) is the head of state. The monarch's image is used to signify British sovereignty and government authority – their profile, for instance, appears on Bank of England notes and all British coins and their portrait in government buildings. The Sovereign is further both mentioned in and the subject of songs, loyal toasts, and salutes. "God Save the King" (or, alternatively, "God Save the Queen") is the British national anthem. Oaths of allegiance are made to the Sovereign and their lawful successors.
The monarch takes little direct part in government. The authority to use the sovereign's formal powers is almost all delegated, either by statute or by convention, to ministers or officers of the Crown, or other public bodies. Thus the acts of state done in the name of the Crown, such as Crown Appointments, even if personally performed by the monarch, such as the King's Speech and the State Opening of Parliament, depend upon decisions made elsewhere. In formal terms:
Legislative power is exercised by the King, the House of Lords and the House of Commons acting together as the King-in-Parliament.
Executive power is exercised by His Majesty's Government, which comprises ministers, primarily the prime minister and the Cabinet, which is technically a committee of the Privy Council. They have the direction of the Armed Forces of the Crown, the Civil Service and other Crown Servants such as the Diplomatic and Secret Services.
Judicial power is vested in the various judiciaries of the United Kingdom, which by constitution and statute are independent of the Government.
The Church of England, of which the sovereign is the titular head, has its own legislative, judicial, and executive structures.
Powers independent of government are legally granted to other public bodies by statute or Statutory Instrument such as an Order in Council, Royal commission or otherwise.
The sovereign's role as a constitutional monarch is largely limited to non-partisan functions, such as granting honours. This role has been recognised since the 19th century. The constitutional writer Walter Bagehot identified the monarchy in 1867 as the "dignified" rather than the "efficient" part of government.
Royal prerogative
That part of the government's executive authority which remains theoretically and nominally vested in the sovereign is known as the royal prerogative. The monarch acts within the constraints of convention and precedent, exercising prerogative powers only on the advice of ministers responsible to Parliament, often through the prime minister or Privy Council. In practice, prerogative powers are exercised only on the prime minister's advice – the prime minister, and not the sovereign, has control. The monarch holds a weekly audience with the prime minister; no records of these audiences are taken and the proceedings remain fully confidential. The monarch may express his or her views, but, as a constitutional ruler, must ultimately accept the decisions of the prime minister and Cabinet, who by definition enjoy the confidence of the House of Commons. In Bagehot's words: "the sovereign has, under a constitutional monarchy ... three rights – the right to be consulted, the right to encourage, the right to warn."
Although the royal prerogative is extensive and parliamentary approval is not formally required for its exercise, it is limited. Many Crown prerogatives have fallen out of use or have been permanently transferred to Parliament. For example, the sovereign cannot impose and collect new taxes; such an action requires the authorisation of an Act of Parliament. According to a parliamentary report, "The Crown cannot invent new prerogative powers", and Parliament can override any prerogative power by passing legislation.
The royal prerogative includes the powers to appoint and dismiss ministers, regulate the civil service, issue passports, declare war, make peace, direct the actions of the military, and negotiate and ratify treaties, alliances, and international agreements. However, a treaty cannot alter the domestic laws of the United Kingdom; an Act of Parliament is necessary in such cases. The sovereign is the Head of the Armed Forces (the Royal Navy, the British Army, and the Royal Air Force), and accredits British High commissioners and ambassadors, and receives heads of missions from foreign states.
Appointment of the prime minister
The sovereign has the power to appoint the prime minister. In accordance with unwritten constitutional conventions, the monarch appoints the individual who commands the support of the House of Commons, usually the leader of a party or coalition that has a majority in that House. The prime minister takes office by attending the monarch in a private audience, and after "kissing hands" that appointment is immediately effective without any other formality or instrument. The sovereign also has the power to dismiss the prime minister, but the last time this power was exercised was in 1834, when William IV dismissed Lord Melbourne; since then, prime ministers have only left office upon their resignation, which they are expected to offer to the monarch upon losing their majority in the House of Commons.
While the sovereign also appoints and may dismiss every other Minister of the Crown, by convention they do so only on the recommendation of the prime minister. It is therefore the prime minister who controls the composition of the government. In practice, the prime minister will request a member of the government resign in preference to advising the monarch to dismiss them; such ministers are euphemistically described as "leaving the government".
In a hung parliament where no party or coalition holds a majority, the monarch has an increased degree of latitude in choosing the individual likely to command the most support, though it would usually be the leader of the largest party. Since 1945, there have only been three hung parliaments. The first followed the February 1974 general election when Harold Wilson was appointed prime minister after Edward Heath resigned following his failure to form a coalition. Although Wilson's Labour Party did not have a majority, they were the largest party. The second followed the May 2010 general election, in which the Conservatives (the largest party) and Liberal Democrats (the third-largest party) agreed to form the first coalition government since World War II. The third occurred shortly thereafter, in June 2017, when the Conservative Party lost its majority in a snap election, though the party remained in power as a minority government.
Summons, prorogation and dissolution of Parliament
The sovereign has the power to summon, prorogue and dissolve Parliament. Each parliamentary session begins with the sovereign's summons. The new parliamentary session is marked by the State Opening of Parliament, during which the monarch reads the speech from the throne in the chamber of the House of Lords, outlining the Government's legislative agenda. Prorogation usually occurs about one year after a session begins, and formally concludes the session. Dissolution ends a parliamentary term, and is followed by a general election for all seats in the House of Commons. If not dissolved sooner, Parliaments are automatically dissolved after five years.
The Fixed-term Parliaments Act 2011 temporarily removed the sovereign's authority to dissolve Parliament, however, this power was restored by the Dissolution and Calling of Parliament Act 2022. The sovereign's power of prorogation was unaffected, which is a regular feature of the parliamentary calendar.
In 1950 the King's Private Secretary Sir Alan "Tommy" Lascelles, writing pseudonymously to The Times newspaper, asserted a constitutional convention: according to the Lascelles Principles, if a minority government asked to dissolve Parliament to call an early election to strengthen its position, the monarch could refuse and would do so under three conditions. When Harold Wilson requested a dissolution late in 1974, Queen Elizabeth II granted his request as Heath had already failed to form a coalition. The resulting general election gave Wilson a small majority. The monarch could in theory unilaterally dismiss the prime minister, but in practice, the prime minister's term nowadays comes to an end only by electoral defeat, death, or resignation.
Other royal prerogatives
Before a bill passed by the legislative Houses can become law, royal assent (the monarch's approval) is required. In theory, assent can either be granted (making the bill law) or withheld (vetoing the bill), but since 1708 assent has always been granted.
The sovereign has a similar relationship to the devolved governments of Scotland, Wales, and Northern Ireland as to the government of the UK. The sovereign appoints the First Minister of Scotland on the nomination of the Scottish Parliament, and the First Minister of Wales on the nomination of the Senedd. In Scottish matters, the sovereign acts on the advice of the Scottish Government. However, as devolution is more limited in Wales, in Welsh matters the monarch acts on the advice of the prime minister and Cabinet of the United Kingdom. The sovereign can veto any law passed by the Northern Ireland Assembly, if it is deemed unconstitutional by the Secretary of State for Northern Ireland.
The sovereign is deemed the "fount of justice"; although the monarch does not personally rule in judicial cases, judicial functions are performed in his or her name. For instance, prosecutions are brought on the sovereign's behalf, and courts derive their authority from the Crown. The common law holds that the sovereign "can do no wrong", and so cannot be prosecuted for criminal offences. The Crown Proceedings Act 1947 allows civil lawsuits against the Crown in its public capacity (that is, lawsuits against the government), but not lawsuits against the monarch personally. The sovereign exercises the "prerogative of mercy", which is used to pardon convicted offenders or reduce sentences.
The sovereign is the "fount of honour", the source of all honours and dignities in the United Kingdom. The Crown creates all peerages, appoints members of the orders of chivalry, grants knighthoods and awards other honours. Although peerages and most other honours are granted on the advice of the prime minister, some honours are within the personal gift of the sovereign and are not granted on ministerial advice. The sovereign alone appoints members of the Order of the Garter, the Order of the Thistle, the Royal Victorian Order and the Order of Merit.
Sovereign immunity
The sovereign is personally immune from criminal prosecution or arrest, as well as from civil actions, and their property is not subject to execution or foreclosure. The Crown, however, as distinct from the sovereign, can be the subject of proceedings for tort and contract since 1947.
There are more than 160 laws granting express immunity to the sovereign or their property in various respects. For example, the sovereign is exempt from anti-discrimination legislation and other workers' rights, health and safety, or pensions laws, as well as numerous taxes, and environmental inspectors cannot enter the sovereign's property without permission.
History
English monarchy
Following Viking raids and settlement in the ninth century, the Anglo-Saxon kingdom of Wessex emerged as the dominant English kingdom. Alfred the Great secured Wessex, achieved dominance over western Mercia, and assumed the title "King of the Anglo-Saxons". His grandson Æthelstan was the first king to rule over a unitary kingdom roughly corresponding to the present borders of England, though its constituent parts retained strong regional identities. The 11th century saw England become more stable, despite a number of wars with the Danes, which resulted in a Danish monarchy for one generation. The conquest of England in 1066 by William, Duke of Normandy, was crucial in terms of both political and social change. The new monarch continued the centralisation of power begun in the Anglo-Saxon period, while the feudal system continued to develop.
William was succeeded by two of his sons: William II, then Henry I. Henry made a controversial decision to name his daughter Matilda (his only surviving child) as his heir. Following Henry's death in 1135, his nephew, Stephen, claimed the throne and took power with the support of most of the barons. Matilda challenged his reign; as a result, England descended into a period of disorder known as the Anarchy. Stephen maintained a precarious hold on power, but agreed to a compromise under which Matilda's son Henry II would succeed him. Henry accordingly became the first Angevin king of England and the first monarch of the Plantagenet dynasty in 1154.
The reigns of most of the Angevin monarchs were marred by civil strife and conflicts between the monarch and the nobility. Henry II faced rebellions from his own sons, including the future monarchs Richard I and John, but nevertheless managed to expand his kingdom, forming what is retrospectively known as the Angevin Empire. Upon Henry's death, his eldest surviving legitimate son Richard succeeded to the throne; Richard was absent from England for most of his reign, for he left to fight in the Crusades. He was killed whilst besieging a castle; John succeeded him.
John's reign was marked by conflict with the barons, particularly over the limits of royal power. In 1215, the barons coerced the king into issuing Magna Carta (Latin for "Great Charter") to guarantee the rights and liberties of the nobility. Soon afterwards, further disagreements plunged England into a civil war known as the First Barons' War. The war abruptly ended when John died in 1216, leaving the Crown to his nine-year-old son Henry III. Later in Henry's reign, Simon de Montfort led the barons in another rebellion, beginning the Second Barons' War. The war ended in a clear royalist victory and in the death of many rebels, but not before the king had agreed to summon a parliament in 1265.
The next monarch, Edward Longshanks, was far more successful in maintaining royal power and was responsible for the conquest of Wales. He attempted to establish English domination of Scotland. However, gains in Scotland were reversed during the reign of his successor, Edward II, who also faced conflict with the nobility. In 1311, Edward II was forced to relinquish many of his powers to a committee of baronial "ordainers"; however, military victories helped him regain control in 1322. Edward was deposed by his wife Isabella and his son, Edward III, became king.
Edward III claimed the French Crown, setting off the Hundred Years' War between England and France. His campaigns conquered much French territory, but by 1374, all the gains had been lost. Edward's reign was also marked by the further development of Parliament, which came to be divided into two Houses; he died in 1377, leaving the Crown to his 10-year-old grandson Richard II. Like many of his predecessors, Richard II conflicted with the nobles by attempting to concentrate power in his own hands. In 1399, while he was campaigning in Ireland, his cousin Henry Bolingbroke seized power. Richard was deposed, imprisoned, and eventually murdered, probably by starvation, and Henry became king as Henry IV.
Henry IV was the grandson of Edward III and the son of John of Gaunt, Duke of Lancaster; hence, his dynasty was known as the House of Lancaster. For most of his reign, Henry IV was forced to fight off plots and rebellions; his success was partly due to the military skill of his son, the future Henry V. Henry V's own reign, which began in 1413, was largely free from domestic strife, leaving the king free to pursue the Hundred Years' War in France. Although he was victorious, his sudden death in 1422 left his infant son Henry VI on the throne and gave the French an opportunity to overthrow English rule.
The unpopularity of Henry VI's counsellors and his consort, Margaret of Anjou, as well as his own ineffectual leadership, led to the weakening of the House of Lancaster. The Lancastrians faced a challenge from the House of York, so-called because its head, a descendant of Edward III, was Richard, Duke of York, who was at odds with the Queen. Although the Duke of York died in battle in 1460, his eldest son, Edward IV, led the Yorkists to victory in 1461, overthrowing Henry VI and Margaret of Anjou. Edward IV was constantly at odds with the Lancastrians and his own councillors after his marriage to Elizabeth Woodville, with a brief return to power for Henry VI. Edward IV prevailed, winning back the throne at Barnet and killing the Lancastrian heir, Edward of Westminster, at Tewkesbury. Afterwards he captured Margaret of Anjou, eventually sending her into exile, but not before killing Henry VI while he was held prisoner in the Tower. The Wars of the Roses, nevertheless, continued intermittently during his reign and those of his son Edward V and brother Richard III. Edward V disappeared, presumably murdered by Richard. Ultimately, the conflict culminated in success for the Lancastrian branch led by Henry Tudor, in 1485, when Richard III was killed in the Battle of Bosworth Field.
King Henry VII then neutralised the remaining Yorkist forces, partly by marrying Elizabeth of York, daughter of King Edward IV and a Yorkist heir. Through skill and ability, Henry re-established absolute supremacy in the realm, and the conflicts with the nobility that had plagued previous monarchs came to an end. The reign of the second Tudor king, Henry VIII, was one of great political change. Religious upheaval and disputes with the Pope, and the fact that his marriage to Catherine of Aragon produced only one surviving child, a daughter, led the monarch to break from the Roman Catholic Church and establish the Church of England (the Anglican Church) and divorce his wife to marry Anne Boleyn.
Wales – which had been conquered centuries earlier, but had remained a separate dominion – was annexed to England under the Laws in Wales Acts 1535 and 1542. Henry VIII's son and successor, the young Edward VI, continued with further religious reforms, but his early death in 1553 precipitated a succession crisis. He was wary of allowing his Catholic elder half-sister Mary I to succeed, and therefore drew up a will designating Lady Jane Grey as his heiress. Jane's reign, however, lasted only nine days; with tremendous popular support, Mary deposed her and declared herself the lawful sovereign. Mary I married Philip of Spain, who was declared king and co-ruler. He pursued disastrous wars in France and she attempted to return England to Roman Catholicism (burning Protestants at the stake as heretics in the process). Upon her death in 1558, the pair were succeeded by her Protestant half-sister Elizabeth I. England returned to Protestantism and continued its growth into a major world power by building its navy and exploring the New World.
Scottish monarchy
In Scotland, as in England, monarchies emerged after the withdrawal of the Roman Empire from Great Britain in the early fifth century. The three groups that lived in Scotland at this time were the Picts north of the Forth and Clyde, the Britons in the south, including the Kingdom of Strathclyde, and the Gaels or Scotti (who would later give their name to Scotland), of the Irish petty kingdom of Dál Riata in Argyll and the southern Hebrides. Kenneth MacAlpin is traditionally viewed as the first king of a united Scotland (known as Scotia to writers in Latin, or Alba to the Scots). The expansion of Scottish dominions continued over the next two centuries, as other territories such as Strathclyde were absorbed.
Early Scottish monarchs did not inherit the Crown directly; instead, the custom of tanistry was followed, where the monarchy alternated between different branches of the House of Alpin. There was an elective element to early Scottish kings and this practice lingered for much longer in Scotland. For example, the first Stewart monarch, Robert II, was selected from among eligible royal males at Linlithgow in 1370 by the Three Estates of the Scottish Parliament. However, as a result of this elective element, the rival dynastic lines clashed, often violently. From 942 to 1005, seven consecutive monarchs were either murdered or killed in battle. In 1005, Malcolm II ascended the throne having killed many rivals. He continued to ruthlessly eliminate opposition, and when he died in 1034 he was succeeded by his grandson, Duncan I, instead of a cousin, as had been usual. In 1040, Duncan suffered defeat in battle at the hands of Macbeth, who was killed himself in 1057 by Duncan's son Malcolm. The following year, after killing Macbeth's stepson Lulach, Malcolm ascended the throne as Malcolm III.
With a further series of battles and deposings, five of Malcolm's sons as well as one of his brothers successively became king. Eventually, the Crown came to his youngest son, David I. David was succeeded by his grandsons Malcolm IV, and then by William the Lion, the longest-reigning King of Scots before the Union of the Crowns. William participated in a rebellion against King Henry II of England but when the rebellion failed, William was captured by the English. In exchange for his release, William was forced to acknowledge Henry as his feudal overlord. The English King Richard I agreed to terminate the arrangement in 1189, in return for a large sum of money needed for the Crusades. William died in 1214 and was succeeded by his son Alexander II. Alexander II, as well as his successor Alexander III, attempted to take over the Western Isles, which were still under the overlordship of Norway. During the reign of Alexander III, Norway launched an unsuccessful invasion of Scotland; the ensuing Treaty of Perth recognised Scottish control of the Western Isles and other disputed areas.
Alexander III's death in a riding accident in 1286 precipitated a major succession crisis. Scottish leaders appealed to King Edward I of England for help in determining who was the rightful heir. Edward chose Alexander's three-year-old Norwegian granddaughter, Margaret. On her way to Scotland in 1290, however, Margaret died at sea, and Edward was again asked to adjudicate between 13 rival claimants to the throne. A court was set up and after two years of deliberation, it pronounced John Balliol to be king. Edward proceeded to treat Balliol as a vassal and tried to exert influence over Scotland. In 1295, when Balliol renounced his allegiance to England, Edward I invaded. During the first ten years of the ensuing Wars of Scottish Independence, Scotland had no monarch, until Robert the Bruce declared himself king in 1306.
Robert's efforts to control Scotland culminated in success and Scottish independence was acknowledged in 1328. However, only one year later, Robert died and was succeeded by his five-year-old son, David II. On the pretext of restoring John Balliol's rightful heir, Edward Balliol, the English again invaded in 1332. During the next four years, Balliol was crowned, deposed, restored, deposed, restored, and deposed until he eventually settled in England, and David remained king for the next 35 years.
David II died childless in 1371 and was succeeded by his nephew Robert II of the House of Stuart. The reigns of both Robert II and his successor, Robert III, were marked by a general decline in royal power. When Robert III died in 1406, regents had to rule the country; the monarch, Robert III's son James I, had been taken captive by the English. Having paid a large ransom, James returned to Scotland in 1424; to restore his authority, he used ruthless measures, including the execution of several of his enemies. He was assassinated by a group of nobles. James II continued his father's policies by subduing influential noblemen but he was killed in an accident at the age of thirty, and a council of regents again assumed power. James III was defeated in a battle against rebellious Scottish earls in 1488, leading to another boy-king: James IV.
In 1513 James IV launched an invasion of England, attempting to take advantage of the absence of the English King Henry VIII. His forces met with disaster at Flodden Field; the king, many senior noblemen, and hundreds of soldiers were killed. As his son and successor, James V, was an infant, the government was again taken over by regents. James V led another disastrous war with the English in 1542, and his death in the same year left the Crown in the hands of his six-day-old daughter, Mary. Once again, a regency was established.
Mary, a Roman Catholic, reigned during a period of great religious upheaval in Scotland. As a result of the efforts of reformers such as John Knox, a Protestant ascendancy was established. Mary caused alarm by marrying her Catholic cousin, Henry Stuart, Lord Darnley, in 1565. After Lord Darnley's assassination in 1567, Mary contracted an even more unpopular marriage with the Earl of Bothwell, who was widely suspected of Darnley's murder. The nobility rebelled against the queen, forcing her to abdicate. She fled to England, and the Crown went to her infant son James VI, who was brought up as a Protestant. Mary was imprisoned and later executed by the English queen Elizabeth I.
Personal union and republican phase
Elizabeth I's death in 1603 ended Tudor rule in England. Since she had no children, she was succeeded by the Scottish monarch James VI, who was the great-grandson of Henry VIII's older sister and hence Elizabeth's first cousin twice removed. James VI ruled in England as James I after what was known as the "Union of the Crowns". Although England and Scotland were in personal union under one monarch – James I & VI became the first monarch to style himself "King of Great Britain" in 1604 – they remained two separate kingdoms. James I & VI's successor, Charles I, experienced frequent conflicts with the English Parliament related to the issue of royal and parliamentary powers, especially the power to impose taxes. He provoked opposition by ruling without Parliament from 1629 to 1640, unilaterally levying taxes and adopting controversial religious policies (many of which were offensive to the Scottish Presbyterians and the English Puritans). His attempt to enforce Anglicanism led to organised rebellion in Scotland and ignited the Wars of the Three Kingdoms. In 1642, the conflict between the king and Parliament reached its climax and the English Civil War began.
The Civil War culminated in the execution of the king in 1649, the overthrow of the English monarchy, and the establishment of the Commonwealth of England. Charles I's son, Charles II, was proclaimed King of Great Britain in Scotland, but he was forced to flee abroad after he invaded England and was defeated at the Battle of Worcester. In 1653, Oliver Cromwell, the most prominent military and political leader in the nation, seized power and declared himself Lord Protector (effectively becoming a military dictator, but refusing the title of king). Cromwell ruled until his death in 1658, when he was succeeded by his son Richard. The new Lord Protector had little interest in governing, and he soon resigned. The lack of clear leadership led to civil and military unrest, and to a popular desire to restore the monarchy. In 1660, the monarchy was restored and Charles II returned to Britain.
Charles II's reign was marked by the development of the first modern political parties in England. Charles had no legitimate children and was due to be succeeded by his Roman Catholic brother, James, Duke of York. A parliamentary effort to exclude James from the line of succession arose; the "Petitioners", who supported exclusion, became the Whig Party, whereas the "Abhorrers", who opposed exclusion, became the Tory Party. The Exclusion Bill failed; on several occasions, Charles II dissolved Parliament because he feared that the bill might pass. After the dissolution of the Parliament of 1681, Charles ruled without a Parliament until his death in 1685. When James succeeded Charles, he pursued a policy of offering religious tolerance to Roman Catholics, thereby drawing the ire of many of his Protestant subjects. Many opposed James's decisions to maintain a large standing army, appoint Roman Catholics to high political and military offices, and imprison Church of England clerics who challenged his policies. As a result, a group of Protestants known as the Immortal Seven invited James II & VII's daughter Mary and her husband William III of Orange to depose the king. William obliged, arriving in England on 5 November 1688 to great public support. Faced with the defection of many of his Protestant officials, James fled the realm and William and Mary (rather than James II & VII's Catholic son) were declared joint Sovereigns of England, Scotland and Ireland.
James's overthrow, known as the Glorious Revolution, was one of the most important events in the long evolution of parliamentary power. The Bill of Rights 1689 affirmed parliamentary supremacy and declared that the English people held certain rights, including freedom from taxes imposed without parliamentary consent. The Bill of Rights required future monarchs to be Protestants and provided that, after any children of William and Mary, Mary's sister Anne would inherit the Crown. Mary II died childless in 1694, leaving William III & II as the sole monarch. By 1700, a political crisis arose, as all of Anne's children had died, leaving her as the only individual left in the line of succession. Parliament was afraid that the former James II or his supporters, known as Jacobites, might attempt to reclaim the throne. Parliament passed the Act of Settlement 1701, which excluded James and his Catholic relations from the succession and made William's nearest Protestant relations, the family of Sophia, Electress of Hanover, next in line to the throne after his sister-in-law Anne. Soon after the passage of the Act, William III & II died, leaving the Crown to Anne.
After the 1707 Acts of Union
After Anne's accession, the problem of succession re-emerged. The Scottish Parliament, infuriated that the English Parliament did not consult them on the choice of Sophia's family as the next heirs, passed the Act of Security 1704, threatening to end the personal union between England and Scotland. The Parliament of England retaliated with the Alien Act 1705, threatening to devastate the Scottish economy by restricting trade. The Scottish and English parliaments negotiated the Acts of Union 1707, under which England and Scotland were united into a single Kingdom of Great Britain, with succession under the rules prescribed by the Act of Settlement.
In 1714, Queen Anne was succeeded by her second cousin, and Sophia's son, George I, Elector of Hanover, who consolidated his position by defeating Jacobite rebellions in 1715 and 1719. The new monarch was less active in government than many of his British predecessors, but retained control over his German kingdoms, with which Britain was now in personal union. Power shifted towards George's ministers, especially to Sir Robert Walpole, who is often considered the first British prime minister, although the title was not then in use.
The next monarch, George II, witnessed the end of the Jacobite threat in 1746 when the Catholic Stuarts were completely defeated. During the long reign of his grandson, George III, thirteen of Britain's American colonies were lost when they formed the United States of America after the American Revolutionary War, but British influence elsewhere in the world continued to grow. The United Kingdom of Great Britain and Ireland was created by the Acts of Union 1800.
From 1811 to 1820, George III suffered a severe bout of what is now believed to be porphyria, an illness rendering him incapable of ruling. His son, the future George IV, ruled in his stead as Prince Regent. During the Regency and his own reign, the power of the monarchy declined, and by the time of his successor, William IV, the monarch was no longer able to effectively interfere with parliamentary power. In 1834, William dismissed the Whig Prime Minister, William Lamb, 2nd Viscount Melbourne, and appointed a Tory, Sir Robert Peel. In the ensuing elections, however, Peel lost. The king had no choice but to recall Lord Melbourne. During William IV's reign, the Reform Act 1832, which reformed parliamentary representation, was passed. Together with others passed later in the century, the Act led to an expansion of the electoral franchise and the rise of the House of Commons as the most important branch of Parliament.
The final transition to a constitutional monarchy was made during the long reign of William IV's successor, Victoria. As a woman, Victoria could not rule Hanover, which only permitted succession in the male line, so the personal union of the United Kingdom and Hanover came to an end. The Victorian era was marked by great cultural change, technological progress, and the establishment of the United Kingdom as one of the world's foremost powers. In recognition of British rule over India, Victoria was declared Empress of India in 1876. However, her reign was also marked by increased support for the republican movement, due in part to Victoria's permanent mourning and lengthy period of seclusion following the death of her husband in 1861.
Victoria's son, Edward VII, became the first monarch of the House of Saxe-Coburg and Gotha in 1901. In 1917, the next monarch, George V, changed "Saxe-Coburg and Gotha" to "Windsor" in response to the anti-German sympathies aroused by the First World War. George V's reign was marked by the separation of Ireland into Northern Ireland, which remained a part of the United Kingdom, and the Irish Free State, an independent nation, in 1922.
Shared monarchy
During the twentieth century, the Commonwealth of Nations evolved from the British Empire. Prior to 1926, the British Crown reigned over the British Empire collectively; the Dominions and Crown Colonies were subordinate to the United Kingdom. The Balfour Declaration of 1926 gave complete self-government to the Dominions, effectively creating a system whereby a single monarch operated independently in each separate Dominion. The concept was solidified by the Statute of Westminster 1931, which has been likened to "a treaty among the Commonwealth countries".
The monarchy thus ceased to be an exclusively British institution, although it is often still referred to as "British" for legal and historical reasons and for convenience. The monarch became separately monarch of the United Kingdom, Canada, Australia, New Zealand, and so forth; one person reigning in multiple distinct sovereign states, in a relationship likened to a personal union.
George V's death in 1936 was followed by the accession of Edward VIII, who caused a public scandal by announcing his desire to marry the divorced American Wallis Simpson, even though the Church of England opposed the remarriage of divorcees. Accordingly, Edward announced his intention to abdicate; the Parliaments of the United Kingdom and of other Commonwealth countries granted his request. Edward VIII and any children by his new wife were excluded from the line of succession, and the Crown went to his brother, George VI. George served as a rallying figure for the British people during World War II, making morale-boosting visits to the troops as well as to munitions factories and areas bombed by Nazi Germany. In June 1948 George VI relinquished the title Emperor of India, although remaining head of state of the Dominion of India.
At first, every member of the Commonwealth retained the same monarch as the United Kingdom, but when the Dominion of India became a republic in 1950, it would no longer share in a common monarchy. Instead, the British monarch was acknowledged as "Head of the Commonwealth" in all Commonwealth member states, whether they were realms or republics. The position is purely ceremonial, and is not inherited by the British monarch as of right but is vested in an individual chosen by the Commonwealth heads of government. Member states of the Commonwealth that share the same person as monarch are informally known as Commonwealth realms.
Monarchy in Ireland
In 1155 the only English Pope, Adrian IV, authorised King Henry II of England to take possession of Ireland as a feudal territory nominally under papal overlordship. The Pope wanted the English monarch to annex Ireland and bring the Irish church into line with Rome, despite this process already being underway in Ireland by 1155. An all-island kingship of Ireland had been created in 854 by Máel Sechnaill mac Máele Ruanaid. His last successor was Ruaidrí Ua Conchobair, who had become High King of Ireland in early 1166 and exiled Diarmait Mac Murchada, the King of Leinster, a vassal kingdom. Diarmait asked Henry II for help, gaining a group of Anglo-Norman aristocrats and adventurers, led by Richard de Clare, 2nd Earl of Pembroke, to help him regain his throne. Diarmait and his Anglo-Norman allies succeeded and he became King of Leinster again. De Clare married Diarmait's daughter, and when Diarmait died in 1171, de Clare became King of Leinster. Henry was afraid that de Clare would make Ireland a rival Norman kingdom, so he took advantage of the papal bull and invaded, forcing de Clare and the other Anglo-Norman aristocrats in Ireland and the major Irish kings and lords to recognise him as their overlord.
By 1542, King Henry VIII of England had broken with the Church of Rome and declared himself Supreme Head of the Church of England. The Pope's grant of Ireland to the English monarch became invalid, so Henry summoned a meeting of the Irish Parliament to change his title from Lord of Ireland to King of Ireland.
In 1800, as a result of the Irish Rebellion of 1798, the Act of Union merged the Kingdom of Great Britain and the Kingdom of Ireland into the United Kingdom of Great Britain and Ireland. The whole island of Ireland continued to be a part of the United Kingdom until 1922 when what is now the Republic of Ireland won independence as the Irish Free State, a separate Dominion within the Commonwealth. The Irish Free State was renamed Ireland in 1937, and in 1949 declared itself a republic, left the Commonwealth and severed all ties with the monarchy. Northern Ireland remained within the Union. In 1927, the United Kingdom changed its name to the United Kingdom of Great Britain and Northern Ireland, while the monarch's style for the next twenty years became "of Great Britain, Ireland and the British Dominions beyond the Seas, King, Defender of the Faith, Emperor of India".
Modern status and popularity
In the 1990s, republicanism in the United Kingdom grew, partly on account of negative publicity associated with the royal family (for instance, immediately following the death of Diana, Princess of Wales). However, The Independent maintained polls from 2002 to 2007 showed that around 70–80% of the British public supported the continuation of the monarchy. In September 2022, shortly after the death of Elizabeth II, The Guardian reported that a YouGov poll showed that 68% of British people felt positively about the monarchy. The newspaper speculated that some of this may have been a reaction to the Queen's death, and said it showed dissatisfaction is higher among young people; 47% of people aged between 18 and 24 wanted the monarchy to continue, compared to 86% aged 65 and over. In May 2022, before the Queen's death, the newspaper reported that polling showed 33% of those aged between 18 and 24 wanted the monarchy to continue. In January 2023, a YouGov survey of roughly 1,700 UK people found that 64% thought that the country should continue to have a monarchy, though that was lower than the 67% in September 2022 around the time of Queen Elizabeth II's death.
Religious role
The sovereign is the supreme governor of the established Church of England. Archbishops and bishops are appointed by the monarch, on the advice of the prime minister, who chooses the appointee from a list of nominees prepared by a Church Commission. The Crown's role in the Church of England is titular; the most senior clergyman, the Archbishop of Canterbury, is the spiritual leader of the Church and of the worldwide Anglican Communion. The monarch takes an oath to preserve the Church of Scotland and he or she holds the power to appoint the Lord High Commissioner to the Church's General Assembly, but otherwise plays no part in its governance, and exerts no powers over it. The sovereign plays no formal role in the disestablished Church in Wales or Church of Ireland.
Succession
The relationship between the Commonwealth realms is such that any change to the laws governing succession to the shared throne requires the unanimous consent of all the realms. Succession is governed by statutes such as the Bill of Rights 1689, the Act of Settlement 1701 and the Acts of Union 1707. The rules of succession may only be changed by an Act of Parliament; it is not possible for an individual to renounce his or her right of succession. The Act of Settlement restricts the succession to the legitimate Protestant descendants of Sophia of Hanover (1630–1714), a granddaughter of James I and VI.
Upon demise of the Crown (the death of a sovereign), their heir immediately and automatically succeeds (hence the phrase "The king is dead, long live the king!"), and the accession of the new sovereign is publicly proclaimed by an Accession Council that meets at St James's Palace. Upon their accession, a new sovereign is required by law to make and subscribe several oaths: the Accession Declaration as first required by the Bill of Rights, and an oath that they will "maintain and preserve" the Church of Scotland settlement as required by the Act of Union. The monarch is usually crowned in Westminster Abbey, normally by the Archbishop of Canterbury. A coronation is not necessary for a sovereign to reign; indeed, the ceremony usually takes place many months after accession to allow sufficient time for its preparation and for a period of mourning.
When an individual ascends the throne, it is expected they will reign until death. The only voluntary abdication, that of Edward VIII, had to be authorised by a special Act of Parliament, His Majesty's Declaration of Abdication Act 1936. The last monarch involuntarily removed from power was James VII and II, who fled into exile in 1688 during the Glorious Revolution.
Restrictions by sex and religion
Succession was by male-preference cognatic primogeniture, under which sons inherit before daughters, and elder children inherit before younger ones of the same sex. The British prime minister, David Cameron, announced at the 2011 Commonwealth Heads of Government Meeting that all 16 Commonwealth realms, including the United Kingdom, had agreed to abolish the male-preference rule for anyone born after the date of the meeting, 28 October 2011. They also agreed that future monarchs would no longer be prohibited from marrying a Roman Catholic – a law which dated from the Act of Settlement 1701. However, since the monarch is also the Supreme Governor of the Church of England, the laws which restrict the throne to Protestants remain. The necessary UK legislation making the changes received the royal assent on 25 April 2013 and was brought into force in March 2015 after the equivalent legislation was approved in all the other Commonwealth realms.
Though Catholics are prohibited from succeeding and are deemed "naturally dead" for succession purposes, the disqualification does not extend to the individual's legitimate Protestant descendants.
Regency
The Regency Acts allow for regencies in the event of a monarch who is a minor or who is physically or mentally incapacitated. When a regency is necessary, the next qualified individual in the line of succession automatically becomes regent, unless they themselves are a minor or incapacitated. Special provisions were made for Queen Elizabeth II by the Regency Act 1953, which stated that Prince Philip, Duke of Edinburgh (her husband) could act as regent in these circumstances.
During a temporary physical infirmity or an absence from the kingdom, the sovereign may temporarily delegate some of his or her functions to counsellors of state, chosen from the monarch's spouse and the first four adults in the line of succession. The present counsellors of state are: Queen Camilla; William, Prince of Wales; Prince Harry, Duke of Sussex; Prince Andrew, Duke of York; Princess Beatrice; Prince Edward, Duke of Edinburgh; and Anne, Princess Royal. While still able to serve, the Duke of Sussex and Duke of York no longer carry out royal duties. With the accession of Charles III and planned overseas trips in 2023, it was decided to expand the list of those eligible to serve as counsellors of state. On 14 November 2022, the King sent a message to both Houses of Parliament, formally asking for a change in the law that would allow Princess Anne and Prince Edward to be added to the list of counsellors of state. The next day, a bill to that end was introduced in Parliament and it received royal assent on 6 December, coming into force on 7 December.
Finances
Until 1760, the monarch met all official expenses from hereditary revenues, which included the profits of the Crown Estate (the royal property portfolio). King George III agreed to surrender the hereditary revenues of the Crown in return for the Civil List, and this arrangement persisted until 2012. An annual Property Services grant-in-aid paid for the upkeep of the royal residences, and an annual Royal Travel Grant-in-Aid paid for travel. The Civil List covered most expenses, including those for staffing, state visits, public engagements, and official entertainment. Its size was fixed by Parliament every 10 years; any money saved was carried forward to the next 10-year period. From 2012, the Civil List and Grants-in-Aid were replaced with a single Sovereign Grant, which was initially set at 15% of the revenues generated by the Crown Estate and increased to 25% in March 2017. The programme of overseas visits by the monarch is determined by the Royal Visits Committee, a Cabinet Office committee.
The Crown Estate is one of the largest property portfolios in the United Kingdom, with holdings of £15.6 billion in 2022. It is held in trust, and cannot be sold or owned by the sovereign in a private capacity. In modern times, the profits surrendered from the Crown Estate to the Treasury have exceeded the Sovereign Grant. For example, the Crown Estate produced £312.7 million in the financial year 2021–22, whereas the Sovereign Grant for the monarch was £86.3 million during the same period.
Like the Crown Estate, the land and assets of the Duchy of Lancaster, a property portfolio valued at £383 million in 2011, are held in trust. The revenues of the Duchy form part of the Privy Purse, and are used for expenses not borne by the parliamentary grants. The Paradise Papers, leaked in 2017, show that the Duchy of Lancaster held investments in the British tax havens of the Cayman Islands and Bermuda. The Duchy of Cornwall is a similar estate held in trust to meet the expenses of the monarch's eldest son. The Royal Collection, which includes artworks and the Crown Jewels, is not owned by the sovereign personally and is held in trust, as are the occupied palaces in the United Kingdom such as Buckingham Palace and Windsor Castle.
The sovereign is subject to indirect taxes such as value-added tax, and since 1993 the monarch has paid income tax and capital gains tax on personal income. Parliamentary grants to the sovereign are not treated as income as they are solely for official expenditure. Republicans estimate that the real cost of the monarchy, including security and potential income not claimed by the state, such as profits from the duchies of Lancaster and Cornwall and rent of Buckingham Palace and Windsor Castle, is £334 million a year.
Estimates of Queen Elizabeth II's wealth varied, depending on whether assets owned by her personally or held in trust for the nation were included. Forbes magazine estimated her wealth at US$450 million in 2010, but no official figure was available. In 1993, the Lord Chamberlain said estimates of £100 million were "grossly overstated". Jock Colville, who was her former private secretary and a director of her bank, Coutts, estimated her wealth in 1971 at £2 million (the equivalent of about £36 million today). The Sunday Times Rich List 2020 estimated Elizabeth II's personal wealth at £350 million.
Residences
The sovereign's official residence in London is Buckingham Palace. It is the site of most state banquets, investitures, royal christenings and other ceremonies. Another official residence is Windsor Castle, the largest occupied castle in the world, which is used principally at weekends, Easter and during Royal Ascot, an annual race meeting that is part of the social calendar. The sovereign's official residence in Scotland is the Palace of Holyroodhouse in Edinburgh. The monarch stays at Holyrood for at least one week each year, and when visiting Scotland on state occasions.
Historically, the Palace of Westminster and the Tower of London were the main residences of the English monarch until Henry VIII acquired the Palace of Whitehall. Whitehall was destroyed by fire in 1698, leading to a shift to St James's Palace. Although replaced as the monarch's primary London residence by Buckingham Palace in 1837, St James's is still the senior palace and remains the ceremonial royal residence. For example, foreign ambassadors are accredited to the Court of St James's, and the Palace is the site of the meeting of the Accession Council. It is also used by other members of the royal family.
Other residences include Clarence House and Kensington Palace. The palaces belong to the Crown; they are held in trust for future rulers and cannot be sold by the monarch. Sandringham House in Norfolk and Balmoral Castle in Aberdeenshire are privately owned by the royal family.
Style
The present sovereign's full style and title is "Charles the third, by the Grace of God of the United Kingdom of Great Britain and Northern Ireland and of His other Realms and Territories King, Head of the Commonwealth, Defender of the Faith". The title "Head of the Commonwealth" is held by the king personally, and is not vested in the British Crown. Pope Leo X first granted the title "Defender of the Faith" to King Henry VIII in 1521, rewarding him for his support of the Papacy during the early years of the Protestant Reformation, particularly for his book the Defence of the Seven Sacraments. After Henry broke from the Roman Catholic Church, Pope Paul III revoked the grant, but Parliament passed a law authorising its continued use.
The sovereign is known as "His Majesty" or "Her Majesty". The form "Britannic Majesty" appears in international treaties and on passports to differentiate the British monarch from foreign rulers. The monarch chooses his or her regnal name, not necessarily his or her first name – George VI, Edward VII and Victoria did not use their first names.
If only one monarch has used a particular name, no ordinal is used; for example, Queen Victoria is not known as "Victoria I", and ordinals are not used for English monarchs who reigned before the Norman conquest of England. The question of whether numbering for British monarchs is based on previous English or Scottish monarchs was raised in 1953 when Scottish nationalists challenged the Queen's use of "Elizabeth II", on the grounds that there had never been an "Elizabeth I" in Scotland. In MacCormick v Lord Advocate, the Scottish Court of Session ruled against the plaintiffs, finding that the Queen's title was a matter of her own choice and prerogative. The Home Secretary told the House of Commons that monarchs since the Acts of Union had consistently used the higher of the English and Scottish ordinals, which in the applicable four cases has been the English ordinal. The prime minister confirmed this practice but noted that "neither The Queen nor her advisers could seek to bind their successors". Future monarchs will apply this policy.
Arms
The coat of arms of the United Kingdom is "Quarterly, I and IV Gules three lions passant guardant in pale Or [for England]; II Or a lion rampant within a double tressure flory-counter-flory Gules [for Scotland]; III Azure a harp Or stringed Argent [for Ireland]". The supporters are the Lion and the Unicorn; the motto is "Dieu et mon droit" (French: "God and my Right"). Surrounding the shield is a representation of a Garter bearing the motto of the Chivalric order of the same name; "Honi soit qui mal y pense". (Old French: "Shame be to him who thinks evil of it"). In Scotland, the monarch uses an alternative form of the arms in which quarters I and IV represent Scotland, II England, and III Ireland. The mottoes are "In Defens" (an abbreviated form of the Scots "In my defens God me defend") and the motto of the Order of the Thistle, "'Nemo me impune lacessit" (Latin: "No-one provokes me with impunity"); the supporters are the unicorn and lion, who support both the escutcheon and lances, from which fly the flags of Scotland and England.
The monarch's official flag in the United Kingdom is the Royal Standard, which depicts the Royal Arms in banner form. It is flown only from buildings, vessels and vehicles in which the sovereign is present. The Royal Standard is never flown at half-mast because there is always a sovereign: when one dies, his or her successor becomes the sovereign instantly.
When the monarch is not in residence, the Union Flag is flown at Buckingham Palace, Windsor Castle and Sandringham House, whereas in Scotland the Royal Banner of Scotland is flown at Holyrood Palace and Balmoral Castle.
See also
Family tree of the British royal family
King-in-Parliament
Involvement of the British monarchy in slavery
Law in the United Kingdom
List of leaders of dependent territories
Politics of the United Kingdom
Notes
References
External links
Official website of the British monarchy |
James_II_of_England | https://en.wikipedia.org/wiki/James_II_of_England | [
821
] | [
"https://en.wikipedia.org/wiki/James_II_of_England"
] | James II and VII (14 October 1633 O.S. – 16 September 1701) was King of England and Ireland as James II and King of Scotland as James VII from the death of his elder brother, Charles II, on 6 February 1685, until he was deposed in the 1688 Glorious Revolution. The last Catholic monarch of England, Scotland, and Ireland, his reign is now remembered primarily for conflicts over religion. However, it also involved struggles over the principles of absolutism and divine right of kings, with his deposition ending a century of political and civil strife by confirming the primacy of the English Parliament over the Crown.
James succeeded to the throne with widespread support, largely due to a reluctance to undermine the principle of hereditary succession, and the belief that a Catholic monarchy was purely temporary. However, tolerance of his personal views did not extend to Catholicism in general, and both the English and Scottish parliaments refused to pass measures viewed as undermining the primacy of the Protestant religion. His attempts to impose them by decree met with opposition, and as a result, it has been argued it was a political principle, rather than a religious one, that ultimately led to his removal.
In June 1688, two events turned dissent into a crisis. Firstly, the birth of James's son and heir James Francis Edward Stuart on 10 June raised the prospect of a Catholic dynasty, excluding his Protestant daughter Mary and her husband William III, Prince of Orange, who was also his nephew. Secondly, the prosecution of the Seven Bishops was seen as an assault on the Church of England, and their acquittal on 30 June destroyed his political authority. Ensuing anti-Catholic riots in England and Scotland led to a general feeling only James's removal could prevent another civil war.
Leading members of the English political class invited William to assume the English throne. When William landed in Brixham on 5 November 1688, James's army deserted and he went into exile in France on 23 December. In February 1689, a special Convention Parliament held James had "vacated" the English throne and installed William and Mary as joint monarchs, thereby establishing the principle sovereignty derived from Parliament, not birth. James landed in Ireland on 14 March 1689 in an attempt to recover his kingdoms, but, despite a simultaneous rising in Scotland, in April a Scottish Convention followed England in ruling that James had "forfeited" the throne, which was offered to William and Mary.
After his defeat at the Battle of the Boyne in July 1690, James returned to France, where he spent the rest of his life in exile at Saint-Germain, protected by Louis XIV. While contemporary opponents often portrayed him as an absolutist tyrant, some 20th century historians have praised James for advocating religious tolerance, although more recent scholarship has tended to take a middle ground between these views.
Early life
Birth
James, second surviving son of King Charles I and his wife, Henrietta Maria of France, was born at St James's Palace in London on 14 October 1633. Later that same year, he was baptized by William Laud, the Anglican Archbishop of Canterbury. He was educated by private tutors, along with his older brother, the future King Charles II, and the two sons of the Duke of Buckingham, George and Francis Villiers. At the age of three, James was appointed Lord High Admiral; the position was initially honorary, but became a substantive office after the Restoration, when James was an adult. He was designated Duke of York at birth, invested with the Order of the Garter in 1642, and formally created Duke of York in January 1644.
Wars of the Three Kingdoms
In August 1642, long running political disputes between Charles I and his opponents in Parliament led to the First English Civil War. James and his brother Charles were present at the Battle of Edgehill in October, and narrowly escaped capture by Parliamentarian cavalry. He spent most of the next four years in the Royalist wartime capital of Oxford, where he was made a Master of Arts by the University on 1 November 1642 and served as colonel of a volunteer regiment of foot. Following the surrender of Oxford in June 1646, James was taken to London and held with his younger siblings Henry, Elizabeth and Henrietta in St James's Palace.
Frustrated by their inability to agree terms with Charles I, and with his brother Charles out of reach in France, Parliament considered making James king. James was ordered by his father to escape, and, with the help of Joseph Bampfield, in April 1648 successfully evaded his guards and crossed the North Sea to The Hague. Following their victory in the 1648 Second English Civil War, Parliament ordered the execution of Charles I in January 1649. The Covenanter regime proclaimed Charles II King of Scotland, and after lengthy negotiations agreed to provide troops to restore him to the English throne. The invasion ended in defeat at Worcester in September 1651. Although Charles managed to escape capture and to return to the exiled court in Paris, the Royalist cause appeared hopeless.
Exile in France
James, like his brother, sought refuge in France, serving in the French army under Turenne against the Fronde, and later against their Spanish allies. In the French army James had his first true experience of battle, in which, according to one observer, he "ventures himself and chargeth gallantly where anything is to be done". Turenne's favour led to James being given command of a captured Irish regiment in December 1652, then appointed Lieutenant-General in 1654.
In 1657, France, then engaged in the Franco-Spanish War (1635–1659), agreed an alliance with the Commonwealth of England, and when Charles responded by signing a treaty with Spain, James was expelled from France. James quarrelled with his brother over this choice, but ultimately joined Spanish forces in Flanders led by the French exile Condé. Given command of six regiments of British volunteers, he fought against his former French comrades at the Battle of the Dunes.
After France and Spain made peace with the 1659 Treaty of the Pyrenees, James considered taking a Spanish offer to be an admiral in their navy, but declined the position. Soon after, the 1660 Stuart Restoration returned his brother to the English throne as Charles II.
Restoration
First marriage
After the collapse of the Commonwealth in 1660, Charles II was restored to the thrones of England, Ireland and Scotland. Although James was the heir presumptive, it seemed unlikely that he would inherit the Crown, as Charles was still a young man capable of fathering children. On 31 December 1660, following his brother's restoration, James was created Duke of Albany in Scotland, to go along with his English title, Duke of York. Upon his return to England, James prompted an immediate controversy by announcing his engagement to Anne Hyde, the daughter of Charles's chief minister, Edward Hyde.
In 1659, while trying to seduce her, James promised he would marry Anne. Anne became pregnant in 1660, but following the Restoration and James's return to power, no one at the royal court expected a prince to marry a commoner, no matter what he had pledged beforehand. Although nearly everyone, including Anne's father, urged the two not to marry, the couple married secretly, then went through an official marriage ceremony on 3 September 1660 in London.
The couple's first child, Charles, was born less than two months later, but died in infancy, as did five further children. Only two daughters survived: Mary (born 30 April 1662) and Anne (born 6 February 1665). Samuel Pepys wrote that James was fond of his children and his role as a father, and played with them "like an ordinary private father of a child", a contrast to the distant parenting common with royalty at the time.
James's wife was devoted to him and influenced many of his decisions. Even so, he kept mistresses, including Arabella Churchill and Catherine Sedley, and was reputed to be "the most unguarded ogler of his time". Samuel Pepys recorded in his diary that James "did eye my wife mightily". James's taste in women was often maligned, with Gilbert Burnet famously remarking that James's mistresses must have been "given [to] him by his priests as a penance". Anne Hyde died in 1671.
Military and political offices and royal slavery
After the Restoration, James was confirmed as Lord High Admiral, an office that carried with it the subsidiary appointments of Governor of Portsmouth and Lord Warden of the Cinque Ports. Charles II also made his brother the Governor of the Royal Adventurers into Africa (later shortened to the Royal African Company) in October 1660, an office James retained until after the Glorious Revolution when he was forced to resign. When James commanded the Royal Navy during the Second Anglo-Dutch War (1665–1667) he immediately directed the fleet towards the capture of forts off the African coast that would facilitate English involvement in the slave trade (indeed English attacks on such forts occupied by the Dutch precipitated the war itself). James remained Admiral of the Fleet during the Third Anglo-Dutch War (1672–1674), during which significant fighting also occurred off the African coast. Following the raid on the Medway in 1667, James oversaw the survey and re-fortification of the southern coast. The office of Lord High Admiral, combined with his revenue from post office and wine tariffs (positions granted him by Charles II upon his restoration), gave James enough money to keep a sizable court household.
In 1664, Charles II granted American territory between the Delaware and Connecticut rivers to James. Following its capture by the British, the former Dutch territory of New Netherland and its principal port, New Amsterdam, were renamed the Province and City of New York in James's honour. James gave part of the colony to proprietors George Carteret and John Berkeley. Fort Orange, 150 miles (240 km) north on the Hudson River, was renamed Albany after James's Scottish title. In 1683, James became the Governor of the Hudson's Bay Company, but did not take an active role in its governance.
In September 1666, Charles II put James in charge of firefighting operations during the Great Fire of London, in the absence of action by Lord Mayor Thomas Bloodworth. This was not a political office, but his actions and leadership were noteworthy. "The Duke of York hath won the hearts of the people with his continual and indefatigable pains day and night in helping to quench the Fire", wrote a witness in a letter on 8 September.
In 1672, the Royal African Company received a new charter from Charles II. It set up forts and factories, maintained troops, and exercised martial law in West Africa in pursuit of trade in gold, silver and African slaves. In the 1680s, the RAC transported about 5,000 slaves a year to markets primarily in the English Caribbean across the Atlantic. Many were branded on the chest with the letters "DY" for "Duke of York", the RAC's Governor. As historian William Pettigrew writes, the RAC "shipped more enslaved African women, men, and children to the Americas than any other single institution during the entire period of the transatlantic slave trade".
Conversion to Roman Catholicism and second marriage
James's time in France had exposed him to the beliefs and ceremonies of the Roman Catholic Church, and both he and his wife Anne became drawn to that faith. James took Catholic Eucharist in 1668 or 1669, although his conversion was kept secret for almost a decade as he continued to attend Anglican services until 1676. In spite of his conversion, James continued to associate primarily with Anglicans, including John Churchill and George Legge, as well as French Protestants such as Louis de Duras, 2nd Earl of Feversham.
Growing fears of Roman Catholic influence at court led the English Parliament to introduce a new Test Act in 1673. Under this Act, all civil and military officials were required to take an oath (in which they were required to disavow the doctrine of transubstantiation and denounce certain practices of the Roman Church as superstitious and idolatrous) and to receive the Eucharist under the auspices of the Church of England. James refused to perform either action, instead choosing to relinquish the post of Lord High Admiral. His conversion to Roman Catholicism was thereby made public.
King Charles II opposed James's conversion, ordering that James's daughters, Mary and Anne, be raised in the Church of England. Nevertheless, he allowed the widowed James to marry Mary of Modena, a fifteen-year-old Italian princess. James and Mary were married by proxy in a Roman Catholic ceremony on 20 September 1673. On 21 November, Mary arrived in England and Nathaniel Crew, Bishop of Oxford, performed a brief Anglican service that did little more than recognise the marriage by proxy. Many British people, distrustful of Catholicism, regarded the new Duchess of York as an agent of the Papacy. James was noted for his deep devotion, once remarking, "If occasion were, I hope God would give me his grace to suffer death for the true Catholic religion as well as banishment."
Exclusion Crisis
In 1677, King Charles II arranged for James's daughter Mary to marry the Protestant Prince William III of Orange, son of Charles's and James's sister Mary. James reluctantly acquiesced after his brother and nephew had agreed to the marriage. Despite the Protestant marriage, fears of a potential Catholic monarch persisted, intensified by the failure of Charles II and his wife, Catherine of Braganza, to produce any children. A defrocked Anglican clergyman, Titus Oates, spoke of a "Popish Plot" to kill Charles and to put the Duke of York on the throne. The fabricated plot caused a wave of anti-Catholic hysteria to sweep across the nation.
In England, the Earl of Shaftesbury, a former government minister and now a leading opponent of Catholicism, proposed an Exclusion Bill that would have excluded James from the line of succession. Some members of Parliament even proposed to pass the crown to Charles's illegitimate son, James Scott, 1st Duke of Monmouth. In 1679, with the Exclusion Bill in danger of passing, Charles II dissolved Parliament. Two further Parliaments were elected in 1680 and 1681, but were dissolved for the same reason. The Exclusion Crisis contributed to the development of the English two-party system: the Whigs were those who supported the Bill, while the Tories were those who opposed it. Ultimately, the succession was not altered, but James was convinced to withdraw from all policy-making bodies and to accept a lesser role in his brother's government.
On the orders of the King, James left England for Brussels. In 1680, he was appointed Lord High Commissioner of Scotland and took up residence at the Holyrood Palace in Edinburgh to suppress an uprising and oversee the royal government. James returned to England for a time when Charles was stricken ill and appeared to be near death. The hysteria of the accusations eventually faded, but James's relations with many in the English Parliament, including the Earl of Danby, a former ally, were forever strained and a solid segment turned against him.
On 6 May 1682, James narrowly escaped the sinking of HMS Gloucester, in which between 130 and 250 people perished. James argued with the pilot about the navigation of the ship before it ran aground on a sandbank, and then delayed abandoning ship, which may have contributed to the death toll.
Return to favour
In 1683, a plot was uncovered to assassinate Charles II and his brother and spark a republican revolution to re-establish a government of the Cromwellian style. The conspiracy, known as the Rye House Plot, backfired upon its conspirators and provoked a wave of sympathy for the King and James. Several notable Whigs, including the Earl of Essex and the Duke of Monmouth, were implicated. Monmouth initially confessed to complicity in the plot and implicated fellow conspirators, but later recanted. Essex committed suicide, and Monmouth, along with several others, was obliged to flee into exile in continental Europe. Charles II reacted to the plot by increasing the repression of Whigs and dissenters. Taking advantage of James's rebounding popularity, Charles invited him back onto the Privy Council in 1684. While some in the English Parliament remained wary of the possibility of a Roman Catholic king, the threat of excluding James from the throne had passed.
Reign
Accession to the throne
Charles II died on 6 February 1685 from apoplexy, after supposedly converting to Catholicism on his deathbed. Having no legitimate children, he was succeeded by his brother James, who reigned in England and Ireland as James II and in Scotland as James VII. There was little initial opposition to James's accession, and there were widespread reports of public rejoicing at the orderly succession. He wished to proceed quickly to the coronation, and he and Mary were crowned at Westminster Abbey on 23 April 1685.
The new Parliament that assembled in May 1685, which gained the name of "Loyal Parliament", was initially favourable to James, who had stated that most former exclusionists would be forgiven if they acquiesced to his rule. Most of Charles's officers continued in office, the exceptions being the promotion of James's brothers-in-law, the earls of Clarendon and Rochester, and the demotion of Halifax. Parliament granted James a generous life income, including all of the proceeds of tonnage and poundage and the customs duties. James worked harder as king than his brother had, but was less willing to compromise when his advisers disagreed with his policies.
Two rebellions
Soon after becoming king, James faced a rebellion in southern England led by his nephew, the Duke of Monmouth, and another rebellion in Scotland led by Archibald Campbell, 9th Earl of Argyll. Monmouth and Argyll both began their expeditions from Holland, where James's nephew and son-in-law, the Prince of Orange, had neglected to detain them or put a stop to their recruitment efforts.
Argyll sailed to Scotland where he raised recruits, mainly from his own clan, the Campbells. The rebellion was quickly crushed, and Argyll was captured at Inchinnan on 18 June 1685. Having arrived with fewer than 300 men and unable to convince many more to flock to his standard, he never posed a credible threat to James. Argyll was taken as a prisoner to Edinburgh. A new trial was not commenced because Argyll had previously been tried and sentenced to death. The King confirmed the earlier death sentence and ordered that it be carried out within three days of receiving the confirmation.
Monmouth's rebellion was coordinated with Argyll's, but was more dangerous to James. Monmouth had proclaimed himself King at Lyme Regis on 11 June. He attempted to raise recruits but was unable to gather enough rebels to defeat even James's small standing army. Monmouth's soldiers attacked the King's army at night, in an attempt at surprise, but were defeated at the Battle of Sedgemoor. The King's forces, led by Feversham and Churchill, quickly dispersed the ill-prepared rebels. Monmouth was captured and later executed at the Tower of London on 15 July. The King's judges—most notably, George Jeffreys—condemned many of the rebels to transportation and indentured servitude in the West Indies in a series of trials that came to be known as the Bloody Assizes. Around 250 of the rebels were executed. While both rebellions were defeated easily, they hardened James's resolve against his enemies and increased his suspicion of the Dutch.
Religious liberty and dispensing power
To protect himself from further rebellions, James sought safety by enlarging his standing army. This alarmed his subjects, not only because of the trouble soldiers caused in the towns, but because it was against the English tradition to keep a professional army in peacetime. Even more alarming to Parliament was James's use of his dispensing power to allow Roman Catholics to command several regiments without having to take the oath mandated by the Test Act. When even the previously supportive Parliament objected to these measures, James ordered Parliament prorogued in November 1685, never to meet again in his reign. At the beginning of 1686, two papers were found in Charles II's strong box and his closet, in his own hand, stating the arguments for Catholicism over Protestantism. James published these papers with a declaration signed by his sign manual and challenged the Archbishop of Canterbury and the whole Anglican episcopal bench to refute Charles's arguments: "Let me have a solid answer, and in a gentlemanlike style; and it may have the effect which you so much desire of bringing me over to your church." The Archbishop refused on the grounds of respect for the late king.
James advocated repeal of the penal laws in all three of his kingdoms, but in the early years of his reign he refused to allow those dissenters who did not petition for relief to receive it. James sent a letter to the Scottish Parliament at its opening in 1685, declaring his wish for new penal laws against refractory Presbyterians and lamented that he was not there in person to promote such a law. In response, the Parliament passed an Act that stated, "whoever should preach in a conventicle under a roof, or should attend, either as preacher or as a hearer, a conventicle in the open air, should be punished with death and confiscation of property". In March 1686, James sent a letter to the Scottish Privy Council advocating toleration for Roman Catholics but not for rebellious Presbyterian Covenanters. Presbyterians would later call this period "The Killing Time".
James allowed Roman Catholics to occupy the highest offices of his kingdoms, and received at his court the papal nuncio, Ferdinando d'Adda, the first representative from Rome to London since the reign of Mary I. Edward Petre, James's Jesuit confessor, was a particular object of Anglican ire. When the King's Secretary of State, the Earl of Sunderland, began replacing office-holders at court with "Papist" favourites, James began to lose the confidence of many of his Anglican supporters. Sunderland's purge of office-holders even extended to the King's brothers-in-law (the Hydes) and their supporters. Roman Catholics made up no more than one-fiftieth of the English population. In May 1686, James sought to obtain a ruling from the English common-law courts that showed he had the power to dispense with Acts of Parliament. He dismissed judges who disagreed with him on this matter, as well as the Solicitor General, Heneage Finch. The case of Godden v Hales affirmed his dispensing power, with eleven out of the twelve judges ruling in the king's favour after six judges were dismissed for refusing to promise to support the king.
In 1687, James issued the Declaration of Indulgence, also known as the Declaration for Liberty of Conscience, in which he used his dispensing power to negate the effect of laws punishing both Roman Catholics and Protestant Dissenters. In the summer of 1687 he attempted to increase support for his tolerationist policy by a speaking tour of the western counties of England. As part of this tour, he gave a speech at Chester in which he said, "suppose... there should be a law made that all black men should be imprisoned, it would be unreasonable and we had as little reason to quarrel with other men for being of different [religious] opinions as for being of different complexions." At the same time, James provided partial toleration in Scotland, using his dispensing power to grant relief to Roman Catholics and partial relief to Presbyterians.
In 1688, James ordered the Declaration read from the pulpits of every Anglican church, further alienating the Anglican bishops against the Supreme Governor of their church. While the Declaration elicited some thanks from its beneficiaries, it left the Established Church, the traditional ally of the monarchy, in the difficult position of being forced to erode its own privileges. James provoked further opposition by attempting to reduce the Anglican monopoly on education. At the University of Oxford, he offended Anglicans by allowing Roman Catholics to hold important positions in Christ Church and University College, two of Oxford's largest colleges. He also attempted to force the Fellows of Magdalen College to elect as their President Anthony Farmer, a man of generally ill repute who was believed to be a Roman Catholic, which was seen as a violation of the Fellows' right to elect someone of their own choosing.
In 1687, James prepared to pack Parliament with his supporters, so that it would repeal the Test Act and the Penal Laws. James was convinced by addresses from Dissenters that he had their support and so could dispense with relying on Tories and Anglicans. He instituted a wholesale purge of those in offices under the Crown opposed to his plan, appointing new lord-lieutenants of counties and remodelling the corporations governing towns and livery companies. In October, James gave orders for the lord-lieutenants to provide three standard questions to all Justices of the Peace: 1. Would they consent to the repeal of the Test Act and the Penal Laws? 2. Would they assist candidates who would do so? 3. Would they accept the Declaration of Indulgence? During the first three months of 1688, hundreds of those who gave negative replies to those questions were dismissed. Corporations were purged by agents, known as the Regulators, who were given wide discretionary powers, in an attempt to create a permanent royal electoral machine. Most of the regulators were Baptists, and the new town officials that they recommended included Quakers, Baptists, Congregationalists, Presbyterians and Roman Catholics, as well as Anglicans. Finally, on 24 August 1688, James ordered the issue of writs for a general election. However, upon realising in September that William of Orange was going to land in England, James withdrew the writs and subsequently wrote to the lord-lieutenants to inquire over allegations of abuses committed during the regulations and election preparations, as part of the concessions he made to win support.
Deposition and the Glorious Revolution
In April 1688, James re-issued the Declaration of Indulgence, subsequently ordering Anglican clergy to read it in their churches. When seven bishops, including the Archbishop of Canterbury, submitted a petition requesting the reconsideration of the King's religious policies, they were arrested and tried for seditious libel. Public alarm increased when Queen Mary gave birth to a Roman Catholic son and heir, James Francis Edward, on 10 June that year. When James's only possible successors were his two Protestant daughters, Anglicans could see his pro-Catholic policies as a temporary phenomenon, but when the prince's birth opened the possibility of a permanent Roman Catholic dynasty, such men had to reconsider their position. Threatened by a Roman Catholic dynasty, several influential Protestants claimed the child was supposititious and had been smuggled into the Queen's bedchamber in a warming pan. They had already entered into negotiations with the Prince of Orange when it became known the Queen was pregnant, and the birth of a son reinforced their convictions.
On 30 June 1688, a group of seven Protestant nobles invited William, Prince of Orange, to come to England with an army. By September, it had become clear that William sought to invade. Believing that his own army would be adequate, James refused the assistance of King Louis XIV of France, fearing that the English would oppose French intervention. When William arrived on 5 November 1688, many Protestant officers, including Churchill, defected and joined William, as did James's own daughter Anne. James lost his nerve and declined to attack the invading army, despite his army's numerical superiority. On 11 December, James tried to flee to France, first throwing the Great Seal of the Realm into the River Thames. He was captured in Kent; later, he was released and placed under Dutch protective guard. Having no desire to make James a martyr, William let him escape on 23 December. James was received by his cousin and ally, Louis XIV, who offered him a palace and a pension.
William summoned a Convention Parliament to decide how to handle James's flight. It convened on 22 January 1689. While the Parliament refused to depose him, they declared that James, having fled to France and dropped the Great Seal into the Thames, had effectively abdicated, and that the throne had thereby become vacant. To fill this vacancy, James's daughter Mary was declared Queen; she was to rule jointly with her husband William, who would be King. On 11 April 1689, the Parliament of Scotland declared James to have forfeited the throne of Scotland as well. The Convention Parliament issued a Declaration of Right on 12 February that denounced James for abusing his power, and proclaimed many limitations on royal authority. The abuses charged to James included the suspension of the Test Acts, the prosecution of the Seven Bishops for merely petitioning the Crown, the establishment of a standing army, and the imposition of cruel punishments. The Declaration was the basis for the Bill of Rights enacted later in 1689. The Bill also declared that henceforth, no Roman Catholic was permitted to ascend the English throne, nor could any English monarch marry a Roman Catholic.
Attempt to regain the throne
War in Ireland
With the assistance of French troops, James landed in Ireland in March 1689. The Irish Parliament did not follow the example of the English Parliament; it declared that James remained King and passed a massive bill of attainder against those who had rebelled against him. At James's urging, the Irish Parliament passed an Act for Liberty of Conscience that granted religious freedom to all Roman Catholics and Protestants in Ireland. James worked to build an army in Ireland, but was ultimately defeated at the Battle of the Boyne on 1 July 1690 O.S. when William arrived, personally leading an army to defeat James and reassert English control. James fled to France once more, departing from Kinsale, never to return to any of his former kingdoms. Because he deserted his Irish supporters, James became known in Ireland as Séamus an Chaca or "James the shit". Despite this popular perception, later historian Breandán Ó Buachalla argues that "Irish political poetry for most of the eighteenth century is essentially Jacobite poetry", and both Ó Buachalla and fellow-historian Éamonn Ó Ciardha argue that James and his successors played a central role as messianic figures throughout the 18th century for all classes in Ireland.
Return to exile, death and legacy
In France, James was allowed to live in the royal château of Saint-Germain-en-Laye. James's wife and some of his supporters fled with him, including the Earl of Melfort; most, but not all, were Roman Catholic. In 1692, James's last child, Louisa Maria Teresa, was born. Some supporters in England attempted to assassinate William III to restore James to the throne in 1696, but the plot failed and the backlash made James's cause less popular. In the same year, Louis XIV offered to have James elected King of Poland. James rejected the offer, fearing that accepting the Polish crown might (in the minds of the English people) disqualify him from being King of England. After Louis concluded peace with William in 1697, he ceased to offer much assistance to James.
During his last years, James lived as an austere penitent. He wrote a memorandum for his son advising him on how to govern England, specifying that Catholics should possess one Secretary of State, one Commissioner of the Treasury, the Secretary at War, with the majority of the officers in the army.
James died aged 67 of a brain haemorrhage on 16 September 1701 at Saint-Germain-en-Laye. James's heart was placed in a silver-gilt locket and given to the convent at Chaillot, and his brain was placed in a lead casket and given to the Scots College in Paris. His entrails were placed in two gilt urns and sent to the parish church of Saint-Germain-en-Laye and the English Jesuit college at Saint-Omer, while the flesh from his right arm was given to the English Augustinian nuns of Paris.
The rest of James's body was laid to rest in a triple sarcophagus (consisting of two wooden coffins and one of lead) at the St Edmund's Chapel in the Church of the English Benedictines in the Rue Saint-Jacques, Paris, with a funeral oration by Henri-Emmanuel de Roquette. James was not buried, but put in one of the side chapels. Lights were kept burning round his coffin until the French Revolution. In 1734, the Archbishop of Paris heard evidence to support James's canonisation, but nothing came of it. During the French Revolution, James's tomb was raided.
Later Hanover succession
James's younger daughter Anne succeeded when William died in 1702. The Act of Settlement provided that, if the line of succession established in the Bill of Rights were extinguished, the crown would go to a German cousin, Sophia, Electress of Hanover, and to her Protestant heirs. Sophia was a granddaughter of James VI and I through his eldest daughter, Elizabeth Stuart, the sister of Charles I. Thus, when Anne died in 1714 (less than two months after the death of Sophia), she was succeeded by George I, Sophia's son, the Elector of Hanover and Anne's second cousin.
Subsequent uprisings and pretenders
James's son James Francis Edward was recognised as king at his father's death by Louis XIV of France and James II's remaining supporters (later known as Jacobites) as "James III and VIII". He led a rising in Scotland in 1715 shortly after George I's accession, but was defeated. His son Charles Edward Stuart led a Jacobite rising in 1745, but was again defeated. The risings were the last serious attempts to restore the Stuart dynasty.
Charles's claims passed to his younger brother Henry Benedict Stuart, the Dean of the College of Cardinals of the Roman Catholic Church. Henry was the last of James II's legitimate descendants. He died childless, and no relative has publicly acknowledged the Jacobite claim since his death in 1807.
Historiography
Historical analysis of James II has been somewhat revised since Whig historians, led by Lord Macaulay, cast James as a cruel absolutist and his reign as "tyranny which approached to insanity". Subsequent scholars, such as G. M. Trevelyan (Macaulay's great-nephew) and David Ogg, while more balanced than Macaulay, still characterised James as a tyrant, his attempts at religious tolerance as a fraud, and his reign as an aberration in the course of British history. In 1892, A. W. Ward wrote for the Dictionary of National Biography that James was "obviously a political and religious bigot", although never devoid of "a vein of patriotic sentiment"; "his conversion to the church of Rome made the emancipation of his fellow-catholics in the first instance, and the recovery of England for catholicism in the second, the governing objects of his policy."
Hilaire Belloc, a writer and Catholic apologist, broke with this tradition in 1928, casting James as an honourable man and a true advocate for freedom of conscience, and his enemies "men in the small clique of great fortunes ... which destroyed the ancient monarchy of the English". However, he observed that James "concluded the Catholic church to be the sole authoritative voice on earth, and thenceforward ... he not only stood firm against surrender but on no single occasion contemplated the least compromise or by a word would modify the impression made."
By the 1960s and 1970s, Maurice Ashley and Stuart Prall began to reconsider James's motives in granting religious toleration, while still taking note of James's autocratic rule. Modern historians have moved away from the school of thought that preached the continuous march of progress and democracy, Ashley contending that "history is, after all, the story of human beings and individuals, as well as of the classes and the masses." He cast James II and William III as "men of ideals as well as human weaknesses". John Miller, writing in 2000, accepted the claims of James's absolutism, but argued that "his main concern was to secure religious liberty and civil equality for Catholics. Any 'absolutist' methods ... were essentially means to that end."
In 2004, W. A. Speck wrote in the new Oxford Dictionary of National Biography that "James was genuinely committed to religious toleration, but also sought to increase the power of the crown." He added that, unlike the government of the Netherlands, "James was too autocratic to combine freedom of conscience with popular government. He resisted any check on the monarch's power. That is why his heart was not in the concessions he had to make in 1688. He would rather live in exile with his principles intact than continue to reign as a limited monarch."
Tim Harris's conclusions from his 2006 book summarised the ambivalence of modern scholarship towards James II:The jury will doubtless remain out on James for a long time ... Was he an egotistical bigot ... a tyrant who rode roughshod over the will of the vast majority of his subjects (at least in England and Scotland) ... simply naïve, or even perhaps plain stupid, unable to appreciate the realities of political power ... Or was he a well-intentioned and even enlightened ruler—an enlightened despot well ahead of his time, perhaps—who was merely trying to do what he thought was best for his subjects?
In 2009, Steven Pincus confronted that scholarly ambivalence in 1688: The First Modern Revolution. Pincus claims that James's reign must be understood within a context of economic change and European politics, and makes two major assertions about James II. The first of these is that James purposefully "followed the French Sun King, Louis XIV, in trying to create a modern Catholic polity. This involved not only trying to Catholicize England ... but also creating a modern, centralizing, and extremely bureaucratic state apparatus." The second is that James was undone in 1688 far less by Protestant reaction against Catholicization than by nationwide hostile reaction against his intrusive bureaucratic state and taxation apparatus, expressed in massive popular support for William of Orange's armed invasion of England. Pincus presents James as neither naïve nor stupid nor egotistical. Instead, readers are shown an intelligent, clear-thinking strategically motivated monarch whose vision for a French authoritarian political model and alliance clashed with, and lost out to, alternative views that favoured an entrepreneurial Dutch economic model, feared French power, and were outraged by James's authoritarianism.
Scott Sowerby countered Pincus's thesis in 2013 in Making Toleration: The Repealers and the Glorious Revolution. He noted that English taxes remained low during James II's reign, at about 4% of the English national income, and thus it was unlikely that James could have built a bureaucratic state on the model of Louis XIV's France, where taxes were at least twice as high as a proportion of GDP. Sowerby also contends that James's policies of religious toleration attracted substantial support from religious nonconformists, including Quakers, Baptists, Congregationalists and Presbyterians, who were attracted by the king's push for a new "Magna Carta for liberty of conscience". The king was overthrown, in Sowerby's view, largely because of fears among the Dutch and English elites that James might be aligning himself with Louis XIV in a supposed "holy league" to destroy Protestantism across northern Europe. Sowerby presents James's reign as a struggle between those who believed that the king was sincerely devoted to liberty of conscience and those who were sceptical of the king's espousals of toleration and believed that he had a hidden agenda to overthrow English Protestantism.
Titles, styles, honours, and arms
Titles and styles
14 October 1633 – 6 February 1685: The Duke of York
10 May 1659 – 6 February 1685: The Earl of Ulster
31 December 1660 – 6 February 1685: The Duke of Albany
6 February 1685 – 23 December 1688 (by Jacobites until 16 September 1701): His Majesty The King
The official style of James in England was "James the Second, by the Grace of God, King of England, Scotland, France and Ireland, Defender of the Faith, etc." The claim to France was only nominal, and was asserted by every English king from Edward III to George III, regardless of the amount of French territory actually controlled. In Scotland, he was "James the Seventh, by the Grace of God, King of Scotland, England, France and Ireland, Defender of the Faith, etc."
James was created Duke of Normandy by King Louis XIV of France on 31 December 1660.
In 1734 the Archbishop of Paris opened the cause for the canonisation of James as a saint, making him a Servant of God among Catholics.
Honours
KG: Knight of the Garter, 20 April 1642
Appointments
Lord Warden of the Cinque Ports, 1660–1669
Arms
Prior to his accession, James's coat of arms was the royal arms (which he later inherited), differenced by a label of three points Ermine. His arms as king were: Quarterly, I and IV Grandquarterly, Azure three fleurs-de-lis Or (for France) and Gules three lions passant guardant in pale Or (for England); II Or a lion rampant within a double tressure flory-counter-flory Gules (for Scotland); III Azure a harp Or stringed Argent (for Ireland).
Family tree
In four generations of Stuarts, there were seven reigning monarchs (not including Hanover's George I). James II was the fourth Stuart monarch in England, the second of his generation and the father of two more.
Issue
Legitimate issue
Illegitimate issue
Notes
References
Sources
Further reading
Ashley, Maurice (1978). James II. J.M. Dent & Sons. ISBN 978-0-4601-2021-0.
DeKrey, Gary S. (2008). "Between Revolutions: Re-appraising the Restoration in Britain" History Compass 6 (3): 738–773.
Earle, Peter (1972). The Life and Times of James II. London: Weidenfeld & Nicolson.
Glassey, Lionel, ed. (1997). The Reigns of Charles II and James VII and II.
Goodlad, Graham (2007). "Before the Glorious Revolution: The Making of Absolute Monarchy? Graham Goodlad Examines the Controversies Surrounding the Development of Royal Power under Charles II and James II" History Review 58: 10 ff.
Johnson, Richard R. (1978). "Politics Redefined: An Assessment of Recent Writings on the Late Stuart Period of English History, 1660 to 1714." William and Mary Quarterly 35 (4): 691–732. doi:10.2307/1923211
Miller, John (1997). The Glorious Revolution (2nd ed.). Longman. ISBN 0-5822-9222-0.
Miller, John (2004). The Stuarts. ISBN 978-1-8528-5432-4.
Mullett, M. (1993). James II and English Politics 1678–1688. ISBN 0-4150-9042-3.
Ogg, David (1957). England in the Reigns of James II and William III, 2nd ed. Oxford: Clarendon Press.
Speck, W. A. (2002). James II. Longman. ISBN 978-0-5822-8712-9.
Van der Kiste, John (2021). James II and the first modern revolution. Barnsley: Pen & Sword.
Walcott, Robert (1962). "The Later Stuarts (1660–1714): Significant Work of the Last Twenty Years (1939–1959)" American Historical Review 67 (2): 352–370 doi:10.2307/1843428
External links
James VII & II at the official website of the British monarchy
James II at the official website of the Royal Collection Trust
James II at BBC History
Portraits of King James II at the National Portrait Gallery, London |
1819 | https://en.wikipedia.org/wiki/1819 | [
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] | [
"https://en.wikipedia.org/wiki/1819"
] | 1819 (MDCCCXIX) was a common year starting on Friday of the Gregorian calendar and a common year starting on Wednesday of the Julian calendar, the 1819th year of the Common Era (CE) and Anno Domini (AD) designations, the 819th year of the 2nd millennium, the 19th year of the 19th century, and the 10th and last year of the 1810s decade. As of the start of 1819, the Gregorian calendar was 12 days ahead of the Julian calendar, which remained in localized use until 1923.
Events
January–March
January 2 – The Panic of 1819, the first major peacetime financial crisis in the United States, begins.
January 25 – Thomas Jefferson founds the University of Virginia.
January 29 – Sir Stamford Raffles lands on the island of Singapore.
February 2 – Dartmouth College v. Woodward: The Supreme Court of the United States under John Marshall rules in favor of Dartmouth College, allowing Dartmouth to keep its charter and remain a private institution.
February 6 – The Treaty of Singapore, between Hussein Shah of Johor and the British Sir Stamford Raffles, founds a trading settlement in Singapore.
February 15 – The United States House of Representatives agrees to the Tallmadge Amendment, barring slaves from the new state of Missouri (the opening vote in a controversy that leads to the Missouri Compromise).
February 19 – Captain William Smith of British merchant brig Williams sights Williams Point, the northeast extremity of Livingston Island in the South Shetlands, the first land discovered south of latitude 60° S.
February 22 – Adams–Onís Treaty: Spain cedes Florida to the United States, in exchange for the American renunciation of any claims on Texas that it might have from the Louisiana Purchase, and $5 million.
March 1 – U.S. naval vessel USS Columbus is launched in Washington, D.C.
March 6 – McCulloch v. Maryland: The U.S. Supreme Court rules that the Bank of the United States is constitutional.
March 20 – Burlington Arcade opens in London.
March 23 – In Mannheim, Duchy of Baden, German dramatist August von Kotzebue is assassinated by Karl Ludwig Sand.
April–June
April 6–June 21 – French slave ship Le Rodeur sails from Bonny in West Africa to Guadeloupe in the West Indies; in the course of the transatlantic voyage many onboard become blind, and thirty slaves are thrown overboard as a consequence.
April 7 (N.S.) (March 26 O.S.) – The Governorate of Livonia of the Russian Empire emancipates its peasants from serfdom.
May 22 – The SS Savannah leaves port at Savannah, Georgia, on a voyage to become the first steamship to cross the Atlantic Ocean, although only a fraction of the trip will be made under steam. The ship arrives at Liverpool, England, nearly a month later, on June 20.
May 22 – The city of Memphis, Tennessee, is founded.
June 16 – The 7.7–8.2 Mw Rann of Kutch earthquake kills at least 1,543 people in the modern-day Indian state of Gujarat at the Arabian Sea, causing an 80–150 km (50–93 mi) stretch of land to be raised as much as 6 m (20 ft), creating a natural dam, the Allahbund.
July–September
July 1 – German astronomer Johann Georg Tralles discovers what will be called the Great Comet of 1819.
July 21 – Explorer William Parry, sailing in the Arctic in a quest for the Northwest Passage through North America, guides the ships HMS Hecla and HMS Griper through an iceberg-laden passage that will later be named the Parry Channel.
July 24 – A cabinet meeting is convened by British Prime Minister Lord Liverpool to discuss an investigative report of an adulterous affair involving the wife of George, Prince of Wales and regent for his ailing father. Despite reports that Princess Caroline is involved with her servant, Bartolomeo Pergami, the cabinet concludes that the trial of Caroline for adultery would be an embarrassment to the nation.
July 30 – At Edwardsville, Illinois, the United States concludes a treaty with the Kickapoo tribe, receiving their lands in return for their relocation to Missouri.
August 2 – Hep-Hep riots, communal pogroms against Ashkenazi Jews in the German Federation begin at Würzburg in Bavaria; they continue until October with many Jews killed.
August 6 – Norwich University is founded by Captain Alden Partridge in Vermont as the first private military school in the United States.
August 7 – Battle of Boyacá: Simón Bolívar is victorious over the Royalist Army in Colombia. Colombia acquires its definitive independence from Spanish rule.
August 16 – Peterloo Massacre: A yeomanry unit charges into a crowd of radical protesters in Manchester, England, resulting in 15 deaths and over 600 injuries.
Unknown day of September – the 1819 Balloon riot.
September 20 – The Carlsbad Decrees are issued throughout the German Confederation in response to the March assassination of August von Kotzebue, suppressing liberal and nationalist views.
October–December
October – The ʻAi Noa Movement takes power in Hawaii.
October 13 – Treaty between the Raja of Cutch Deshalji II, and East India Company. Cutch State entered in rule of East India Company.
October 15 – Desolation Island, in the South Shetland Islands of the Antarctic, is discovered by Captain William Smith, in the Williams.
November 2 – Bagyidaw is crowned as Emperor of Burma, at the imperial capital of Inwa.
November 3 – The USS Congress, commanded by Captain John D. Henley, becomes the first American warship to visit China, landing at Lintin Island, off of the coast of Canton.
November 19 – The Museo del Prado, one of the world's great art galleries, opens in Madrid. Initially, it has only 311 significant paintings.
November 25 – A British expeditionary force reaches Ras Al Khaimah in the Persian Gulf, preparatory to the bombardment and invasion of the town, which led to the signing of the General Maritime Treaty of 1820 between the British and what were to become known as the Trucial States.
December 14 – Alabama is admitted as the 22nd U.S. state.
December 17
The Republic of Gran Colombia is formally established, with Simón Bolívar as its first president.
The new astronomical observatory of Capodimonte in Naples starts operating. The astronomer Carlo Brioschi made the first observation by measuring the position of ⍺ Cassiopeiae.
Date unknown
Denis Johnson invents the kick scooter.
The city of Fernandina de Jagua (later Cienfuegos) is founded in Cuba.
A British Arctic expedition under William Parry, comprising HMS Hecla and HMS Griper, reaches longitude 112°51' W in the Northwest Passage, the furthest west which will be attained by any single-season voyage for 150 years.
The African Slave Trade Patrol is founded, to stop the slave trade on the coast of West Africa.
Births
January–June
January 1 – Arthur Hugh Clough, English poet (d. 1861)
January 6 – Baldassare Verazzi, Italian painter (d. 1886)
January 7 – Theresa Pulszky, European author (d. 1866)
January 9 – William Powell Frith, English painter (d. 1909)
February 8
Sidonija Rubido, Croatian singer (d. 1884)
John Ruskin, English writer, artist, and social critic (d. 1900)
February 11 – Samuel Parkman Tuckerman, American composer (d. 1890)
February 14 – Christopher Latham Sholes, American inventor (d. 1890)
February 20 – Alfred Escher, Swiss politician, railroad entrepreneur (d. 1882)
February 22 – James Russell Lowell, American poet, essayist (d. 1891)
March 3 – Gustave de Molinari, Belgian economist (d. 1912)
March 14 – Erik Edlund, Swedish physicist, meteorologist (d. 1888)
March 26 – Louise Otto-Peters, German women's rights movement activist (d. 1895)
March 31 – Chlodwig, Prince of Hohenlohe-Schillingsfürst, Chancellor of Germany (d. 1901)
April 4 – Queen Maria II of Portugal (d. 1853)
April 11 – Charles Hallé, German pianist, conductor (d. 1895)
April 18
Carlos Manuel de Céspedes, Cuban revolutionary hero (d. 1874)
Franz von Suppé, Austrian composer (d. 1895)
April 23 – Edward Stafford, Scottish-New Zealand educator and politician, 3rd Prime Minister of New Zealand (d. 1901)
April 28 – Ezra Abbot, American Biblical scholar (d. 1884)
May 5 – Stanisław Moniuszko, Polish composer (d. 1872)
May 24 – Queen Victoria of the United Kingdom (d. 1901)
May 27
George V of Hanover (d. 1878)
Julia Ward Howe, American abolitionist and poet (d. 1910)
May 31
Walt Whitman, American poet (d. 1892)
William Worrall Mayo, English-American physician, chemist (d. 1911)
June 5 – John Couch Adams, English astronomer (d. 1892)
June 10 – Gustave Courbet, French painter (d. 1877)
June 12 – Charles Kingsley, English clergyman, historian, and novelist (d. 1875)
June 20 – Jacques Offenbach, German-born French composer (d. 1880)
June 29 – Nicolae Bălcescu, Wallachian revolutionary (d. 1852)
July–December
July 8 – Francis Leopold McClintock, Irish explorer and admiral in British Royal Navy (d. 1907)
July 9 – Elias Howe, American inventor, sewing machine pioneer (d. 1867)
July 19 – Gottfried Keller, Swiss writer (d. 1890)
July 26 – Justin Holland, American musician, civil rights activist (d. 1887)
August 1
Richard Dadd, British painter (d. 1886)
Herman Melville, American novelist (d. 1891)
August 7 – Ion Emanuel Florescu, Romanian general and politician, two-time Prime Minister of Romania (d. 1893)
August 9 – William Thomas Green Morton, American dentist who first administered ether (d.1868)
August 13 – Sir George Gabriel Stokes, Irish mathematician, physicist (d. 1903)
August 19 – Julius van Zuylen van Nijevelt, Prime Minister of the Netherlands (d. 1894)
August 25 – Allan Pinkerton, American detective (d. 1884)
August 26
Prince Albert, Prince Consort to Queen Victoria (d. 1861)
Lawrence Dudley Bailey, American abolitionist and jurist who served on the Kansas Supreme Court from 1861 to 1869 (d. 1891)
September 13 – Clara Schumann, German composer, pianist (d. 1896)
September 17 – Marthinus Wessel Pretorius, 1st President of the South African Republic (d. 1901)
September 18 – Léon Foucault, French physicist (d. 1868)
September 20 – Théodore Chassériau, French painter (d. 1856)
September 22 – Wilhelm Wattenbach, German historian (d. 1897)
September 23 – Hippolyte Fizeau, French physicist (d. 1896)
September 26 – Edward Watkin, English railway pioneer, politician (d. 1901)
September 28 – Narcís Monturiol, Catalan intellectual, artist and engineer (d. 1885)
October 2 – Théonie Rivière Mignot, American restaurateur and businesswoman (d. 1875)
October 16 – Austin F. Pike, American politician from New Hampshire (d. 1886)
October 20 – The Báb, Persian founder of the Bábi Faith (d. 1850)
November 4 – Christopher Raymond Perry Rodgers, American admiral (d. 1892)
November 9 – Annibale de Gasparis, Italian astronomer (d. 1892)
November 22 – George Eliot, British novelist (d. 1880)
November 24 – John Cummings Howell, United States Navy admiral (d. 1892)
December 10 – Felice Orsini, Italian revolutionary (d. 1858)
December 29 – Carl Siegmund Franz Credé, German gynecologist, obstetrician (d. 1892)
December 30 – Theodor Fontane, German writer (d. 1898)
Date unknown
Alexandru G. Golescu, 11th Prime Minister of Romania (d. 1881)
Mary Jane Richardson Jones, American abolitionist and suffragist (d. 1909)
Deaths
January–June
January 9 – Princess Catherine Pavlovna of Russia, Queen of Württemberg (b. 1788)
January 12 – Benedikte Naubert, German writer (b. 1752)
January 19 – Elsa Beata Bunge, Swedish botanist (b. 1734)
January 20 – King Charles IV of Spain (b. 1748)
February 17 – Henry Constantine Jennings, British collector, gambler (b. 1731)
February 25 – Francisco Manoel de Nascimento, Portuguese poet (b. 1734)
March – Nonosabasut, Beothuk (indigenous Canadian) leader
March 10 – Friedrich Heinrich Jacobi, German philosopher (b. 1743)
April 15 – Oliver Evans, American inventor, engineer and businessman (b. 1755)
May 8 – Kamehameha I, King of Hawaii (b. 1738)
May 22 – Hugh Williamson, American Founding Father (b. 1735)
June 6 – Johann von Hiller, Austrian general (b. 1754)
June 8 – George Barclay, English politician (b.1759)
June 28 – María Antonia Santos Plata, Neogranadine rebel leader, heroine (b. 1782)
July–December
July 1 – the Public Universal Friend, American preacher (b. 1752)
July 6 – Sophie Blanchard, French aeronaut (b. 1778)
July 20 – John Playfair, Scottish scientist, mathematician (b. 1748)
July 26 – George Leonard, American lawyer, jurist and politician (b. 1729)
August 3 – Simon Knéfacz, Croatian writer (b. 1752)
August 9 – John Faucheraud Grimké, American politician (b. 1752)
August 16 – William Lewis, American politician (b. 1752)
August 21 – Haim Farhi, Jewish adviser to the Ottoman Empire (assassinated) (b. 1760)
August 23 – Oliver Hazard Perry, American naval officer (b. 1785)
August 25 – James Watt, Scottish inventor (b. 1736)
September 12 – Gebhard Leberecht von Blücher, Prussian general (b. 1742)
September 18 – John Langdon, American Founding Father (b. 1741)
September 20 – Abbé Faria, Luso-Goan hypnotist (b. 1746)
October 6 – Charles Emmanuel IV of Savoy, King of Sardinia (b. 1751)
October 7 – William Samuel Johnson, American Founding Father (b. 1727)
October 13 – Imperial Concubine Chun of the Jiaqing Emperor of China
October 26 – Thomas Johnson, American politician and jurist (b. 1732)
November 7 – Caleb Strong, American politician (b. 1745)
November 9 – Simon Snyder, American politician (b. 1759)
November 25 – Alexander Tormasov, Russian general (b. 1752)
December 5 – Friedrich Leopold zu Stolberg-Stolberg, German poet (b. 1750)
December 15 – Daniel Rutherford, Scottish physician, chemist and botanist (b. 1749)
December 17 – Charles Finch (MP), British politician (b. 1752)
December 19
Thomas Fremantle, English naval officer, politician (b. 1765)
Henry Latimer (senator), American politician (b. 1752)
Date unknown
Mariano Osorio, Governor of Chile (b. 1777)
Franciszek Ksawery Branicki, Polish nobleman (b. c. 1730)
== References == |
Walt_Whitman | https://en.wikipedia.org/wiki/Walt_Whitman | [
822
] | [
"https://en.wikipedia.org/wiki/Walt_Whitman"
] | Walter Whitman Jr. (; May 31, 1819 – March 26, 1892) was an American poet, essayist, and journalist. He is considered one of the most influential poets in American literature. Whitman incorporated both transcendentalism and realism in his writings and is often called the father of free verse. His work was controversial in his time, particularly his 1855 poetry collection Leaves of Grass, which was described by some as obscene for its overt sensuality.
Whitman was born in Huntington on Long Island and lived in Brooklyn as a child and through much of his career. At age 11, he left formal schooling to go to work. He worked as a journalist, a teacher, and a government clerk. Whitman's major poetry collection, Leaves of Grass, first published in 1855, was financed with his own money and became well known. The work was an attempt to reach out to the common person with an American epic. Whitman continued expanding and revising Leaves of Grass until his death in 1892.
During the American Civil War, he went to Washington, D.C., and worked in hospitals caring for the wounded. His poetry often focused on both loss and healing. On the assassination of Abraham Lincoln, whom Whitman greatly admired, he authored two poems, "O Captain! My Captain!" and "When Lilacs Last in the Dooryard Bloom'd", and gave a series of lectures on Lincoln. After suffering a stroke towards the end of his life, Whitman moved to Camden, New Jersey, where his health further declined. When he died at age 72, his funeral was a public event.
Whitman's influence on poetry remains strong. Art historian Mary Berenson wrote, "You cannot really understand America without Walt Whitman, without Leaves of Grass... He has expressed that civilization, 'up to date,' as he would say, and no student of the philosophy of history can do without him." Modernist poet Ezra Pound called Whitman "America's poet... He is America." According to the Poetry Foundation, he is "America's world poet—a latter-day successor to Homer, Virgil, Dante, and Shakespeare."
Life and work
Early life
Whitman was born on May 31, 1819, in West Hills, New York, the second of nine children of Quaker parents Walter and Louisa Van Velsor Whitman, of English and Dutch descent respectively. He was immediately nicknamed "Walt" to distinguish him from his father. At the age of four, Whitman moved with his family from Huntington to Brooklyn, living in a series of homes, in part due to bad investments. Whitman looked back on his childhood as generally restless and unhappy, given his family's difficult economic struggles. One happy moment that he later recalled was when he was lifted in the air and kissed on the cheek by the Marquis de Lafayette during a celebration of the setting of the Brooklyn Apprentices' Library's cornerstone by Lafayette in Brooklyn on July 4, 1825. Whitman later worked as a librarian at that institution.
At the age of 11, Whitman ended his formal schooling and sought employment to assist his family, which was struggling economically. He was an office boy for two lawyers and later was an apprentice and printer's devil for the weekly Long Island newspaper the Patriot, edited by Samuel E. Clements. There, Whitman learned about the printing press and typesetting. He may have written "sentimental bits" of filler material for occasional issues. Clements aroused controversy when he and two friends attempted to dig up the corpse of the Quaker minister Elias Hicks to create a plaster mold of his head. Clements left the Patriot shortly afterward, possibly as a result of the controversy.
Career
The following summer Whitman worked for another printer, Erastus Worthington, in Brooklyn. His family moved back to West Hills, New York, on Long Island in the spring, but Whitman remained and took a job at the shop of Alden Spooner, editor of the leading Whig weekly newspaper the Long-Island Star. While at the Star, Whitman became a regular patron of the local library, joined a town debating society, began attending theater performances, and anonymously published some of his earliest poetry in the New-York Mirror. At the age of 16 in May 1835, Whitman left the Star and Brooklyn. He moved to New York City to work as a compositor though, in later years, Whitman could not remember where. He attempted to find further work but had difficulty, in part due to a severe fire in the printing and publishing district, and in part due to a general collapse in the economy leading up to the Panic of 1837. In May 1836, he rejoined his family, now living in Hempstead, Long Island. Whitman taught intermittently at various schools until the spring of 1838, though he was not satisfied as a teacher.
After his teaching attempts, Whitman returned to Huntington, New York, to found his own newspaper, the Long-Islander. Whitman served as publisher, editor, pressman, and distributor and even provided home delivery. After ten months, he sold the publication to E. O. Crowell, whose first issue appeared on July 12, 1839. There are no known surviving copies of the Long-Islander published under Whitman. By the summer of 1839, he found a job as a typesetter in Jamaica, Queens, with the Long Island Democrat, edited by James J. Brenton. He left shortly thereafter, and made another attempt at teaching from the winter of 1840 to the spring of 1841. One story, possibly apocryphal, tells of Whitman's being chased away from a teaching job in Southold, New York, in 1840. After a local preacher called him a "Sodomite", Whitman was allegedly tarred and feathered. Biographer Justin Kaplan notes that the story is likely untrue, because Whitman regularly vacationed in the town thereafter. Biographer Jerome Loving calls the incident a "myth". During this time, Whitman published a series of ten editorials, called "Sun-Down Papers—From the Desk of a Schoolmaster", in three newspapers between the winter of 1840 and July 1841. In these essays, he adopted a constructed persona, a technique he would employ throughout his career.
Whitman moved to New York City in May, initially working a low-level job at the New World, working under Park Benjamin Sr. and Rufus Wilmot Griswold. He continued working for short periods of time for various newspapers; in 1842 he was editor of the Aurora and from 1846 to 1848 he was editor of the Brooklyn Eagle. While working for the latter institution, many of his publications were in the area of music criticism, and it is during this time that he became a devoted lover of Italian opera through reviewing performances of works by Bellini, Donizetti, and Verdi. This new interest had an impact on his writing in free verse. He later said, "But for the opera, I could never have written Leaves of Grass."
Throughout the 1840s, Whitman contributed freelance fiction and poetry to various periodicals, including Brother Jonathan magazine edited by John Neal. Whitman lost his position at the Brooklyn Eagle in 1848 after siding with the free-soil "Barnburner" wing of the Democratic party against the newspaper's owner, Isaac Van Anden, who belonged to the conservative, or "Hunker", wing of the party. Whitman was a delegate to the 1848 founding convention of the Free Soil Party, which was concerned about the threat slavery would pose to free white labor and northern businessmen moving into the newly colonized western territories. Abolitionist William Lloyd Garrison derided the party philosophy as "white manism".
In 1852, he serialized a novel, Life and Adventures of Jack Engle, in six installments of New York's The Sunday Dispatch. In 1858, Whitman published a 47,000 word series, Manly Health and Training, under the pen name Mose Velsor. Apparently he drew the name Velsor from Van Velsor, his mother's family name. This self-help guide recommends beards, nude sunbathing, comfortable shoes, bathing daily in cold water, eating meat almost exclusively, plenty of fresh air, and getting up early each morning. Present-day writers have called Manly Health and Training "quirky", "so over the top", "a pseudoscientific tract", and "wacky".
Leaves of Grass
Whitman claimed that after years of competing for "the usual rewards", he determined to become a poet. He first experimented with a variety of popular literary genres that appealed to the cultural tastes of the period. As early as 1850, he began writing what would become Leaves of Grass, a collection of poetry that he would continue editing and revising until his death. Whitman intended to write a distinctly American epic and used free verse with a cadence based on the Bible. At the end of June 1855, Whitman surprised his brothers with the already-printed first edition of Leaves of Grass. George "didn't think it worth reading".
Whitman paid for the publication of the first edition of Leaves of Grass himself and had it printed at a local print shop during its employees' breaks from commercial jobs. A total of 795 copies were printed. No author is named; instead, facing the title page was an engraved portrait done by Samuel Hollyer, but 500 lines into the body of the text he calls himself "Walt Whitman, an American, one of the roughs, a kosmos, disorderly, fleshly, and sensual, no sentimentalist, no stander above men or women or apart from them, no more modest than immodest". The inaugural volume of poetry was preceded by a prose preface of 827 lines. The succeeding untitled twelve poems totaled 2315 lines with 1336 lines belonging to the first untitled poem, later called "Song of Myself". The book received its strongest praise from Ralph Waldo Emerson, who wrote a flattering five-page letter to Whitman and spoke highly of the book to friends. Emerson called it “the most extraordinary piece of wit and wisdom that America has yet contributed.” Emerson had called for the first truly American poet, saying that aspects of America "are yet unsung. Yet America is a poem in our eyes."
The first edition of Leaves of Grass was widely distributed and stirred up significant interest, in part due to Emerson's praise, but was occasionally criticized for the seemingly "obscene" nature of the poetry. Geologist Peter Lesley wrote to Emerson, calling the book "trashy, profane & obscene" and the author "a pretentious ass". Whitman embossed a quote from Emerson's letter, "I greet you at the beginning of a great career", in gold leaf on the spine of the second edition. Of this action, Laura Dassow Walls, professor emerita of English at the University of Notre Dame, wrote: "In one stroke, Whitman had given birth to the modern cover blurb, quite without Emerson's permission."
On July 11, 1855, a few days after Leaves of Grass was published, Whitman's father died at the age of 65. In the months following the first edition of Leaves of Grass, critical responses began focusing on what some found offensive sexual themes. Though the second edition was already printed and bound, the publisher almost did not release it. In the end, the edition went to retail, with 20 additional poems, in August 1856. Leaves of Grass was revised and re-released in 1860, again in 1867, and several more times throughout the remainder of Whitman's life. Several well-known writers admired the work enough to visit Whitman, including Amos Bronson Alcott and Henry David Thoreau.
During the first publications of Leaves of Grass, Whitman had financial difficulties and was forced to work as a journalist again, specifically with Brooklyn's Daily Times starting in May 1857. As an editor, he oversaw the paper's contents, contributed book reviews, and wrote editorials. He left the job in 1859, though it is unclear whether he was fired or chose to leave. Whitman, who typically kept detailed notebooks and journals, left very little information about himself in the late 1850s.
Civil War years
As the American Civil War was beginning, Whitman published his poem "Beat! Beat! Drums!" as a patriotic rally call for the Union. Whitman's brother George had joined the Union army in the 51st New York Infantry Regiment and began sending Whitman several vividly detailed letters of the battle front. On December 16, 1862, a listing of fallen and wounded soldiers in the New-York Tribune included "First Lieutenant G. W. Whitmore", which Whitman worried was a reference to his brother George. He made his way south immediately to find him, though his wallet was stolen on the way. "Walking all day and night, unable to ride, trying to get information, trying to get access to big people", Whitman later wrote, he eventually found George alive, with only a superficial wound on his cheek. Whitman, profoundly affected by seeing the wounded soldiers and the heaps of their amputated limbs, left for Washington, D.C., on December 28, 1862, with the intention of never returning to New York.
In Washington, D.C., Whitman's friend Charley Eldridge helped him obtain part-time work in the army paymaster's office, leaving time for Whitman to volunteer as a nurse in the army hospitals. He would write of this experience in "The Great Army of the Sick", published in a New York newspaper in 1863 and, 12 years later, in a book called Memoranda During the War. He then contacted Emerson, this time to ask for help in obtaining a government post. Another friend, John Trowbridge, passed on a letter of recommendation from Emerson to Salmon P. Chase, Secretary of the Treasury, hoping he would grant Whitman a position in that department. Chase, however, did not want to hire the author of such a disreputable book as Leaves of Grass.
The Whitman family had a difficult end to 1864. On September 30, 1864, Whitman's brother George was captured by Confederate forces in Virginia, and another brother, Andrew Jackson, died of tuberculosis compounded by alcoholism on December 3. That month, Whitman committed his brother Jesse to the Kings County Lunatic Asylum. Whitman's spirits were raised, however, when he finally got a better-paying government post as a low-grade clerk in the Bureau of Indian Affairs in the Department of the Interior, thanks to his friend William Douglas O'Connor. O'Connor, a poet, daguerreotypist, and an editor at The Saturday Evening Post wrote to William Tod Otto, Assistant Secretary of the Interior, on Whitman's behalf. Whitman began the new appointment on January 24, 1865, with a yearly salary of $1,200. A month later, on February 24, 1865, George was released from capture and granted a furlough because of his poor health. By May 1, Whitman received a promotion to a slightly higher clerkship and published Drum-Taps.
Effective June 30, 1865, however, Whitman was fired from his job. His dismissal came from the new Secretary of the Interior, former Iowa Senator James Harlan. Though Harlan dismissed several clerks who "were seldom at their respective desks", he may have fired Whitman on moral grounds after finding an 1860 edition of Leaves of Grass. O'Connor protested until J. Hubley Ashton had Whitman transferred to the Attorney General's office on July 1. O'Connor, though, was still upset and vindicated Whitman by publishing a biased and exaggerated biographical study, The Good Gray Poet, in January 1866. The fifty-cent pamphlet defended Whitman as a wholesome patriot, established the poet's nickname and increased his popularity. Also aiding in his popularity was the publication of "O Captain! My Captain!", a conventional poem on the death of Abraham Lincoln, the only poem to appear in anthologies during Whitman's lifetime.
Part of Whitman's role at the Attorney General's office was interviewing former Confederate soldiers for presidential pardons. "There are real characters among them", he later wrote, "and you know I have a fancy for anything out of the ordinary." In August 1866, he took a month off to prepare a new edition of Leaves of Grass which would not be published until 1867 after difficulty in finding a publisher. He hoped it would be its last edition. In February 1868, Poems of Walt Whitman was published in England thanks to the influence of William Michael Rossetti, with minor changes that Whitman reluctantly approved. The edition became popular in England, especially with endorsements from the highly respected writer Anne Gilchrist. Another edition of Leaves of Grass was issued in 1871, the same year it was mistakenly reported that its author died in a railroad accident. As Whitman's international fame increased, he remained at the attorney general's office until January 1872. He spent much of 1872 caring for his mother, who was now nearly eighty and struggling with arthritis. He also traveled and was invited to Dartmouth College to give the commencement address on June 26, 1872.
Health decline and death
After suffering a paralytic stroke in early 1873, Whitman was induced to move from Washington to the home of his brother—George Washington Whitman, an engineer—at 431 Stevens Street in Camden, New Jersey. His mother, having fallen ill, was also there and died that same year in May. Both events were difficult for Whitman and left him depressed. He remained at his brother's home until buying his own in 1884. However, before purchasing his home, he spent the greatest period of his residence in Camden at his brother's home on Stevens Street. While in residence there he was very productive, publishing three versions of Leaves of Grass among other works. He was also last fully physically active in this house, receiving both Oscar Wilde and Thomas Eakins. His other brother, Edward, an "invalid" since birth, lived in the house.
When his brother and sister-in-law were forced to move for business reasons, he bought his own house at 328 Mickle Street (now 330 Dr. Martin Luther King Jr. Boulevard). First taken care of by tenants, he was completely bedridden for most of his time in Mickle Street. During this time, he began socializing with Mary Oakes Davis—the widow of a sea captain. She was a neighbor, boarding with a family in Bridge Avenue just a few blocks from Mickle Street. She moved in with Whitman on February 24, 1885, to serve as his housekeeper in exchange for free rent. She brought with her a cat, a dog, two turtledoves, a canary, and other assorted animals. During this time, Whitman produced further editions of Leaves of Grass in 1876, 1881, and 1889.
While in South Jersey, Whitman spent a good portion of his time in the then quite pastoral community of Laurel Springs, between 1876 and 1884, converting one of the Stafford Farm buildings to his summer home. The restored summer home has been preserved as a museum by the local historical society. Part of his Leaves of Grass was written here, and in his Specimen Days he wrote of the spring, creek and lake. To him, Laurel Lake was "the prettiest lake in: either America or Europe".
As the end of 1891 approached, he prepared a final edition of Leaves of Grass, a version that has been nicknamed the "Deathbed Edition". He wrote, "L. of G. at last complete—after 33 y'rs of hackling at it, all times & moods of my life, fair weather & foul, all parts of the land, and peace & war, young & old." Preparing for death, Whitman commissioned a granite mausoleum shaped like a house for $4,000 and visited it often during construction. In the last week of his life, he was too weak to lift a knife or fork and wrote: "I suffer all the time: I have no relief, no escape: it is monotony—monotony—monotony—in pain."
Walt Whitman died on March 26, 1892, at his home in Camden, New Jersey at the age of 72. An autopsy revealed his lungs had diminished to one-eighth their normal breathing capacity, a result of bronchial pneumonia, and that an egg-sized abscess on his chest had eroded one of his ribs. The cause of death was officially listed as "pleurisy of the left side, consumption of the right lung, general miliary tuberculosis and parenchymatous nephritis". A public viewing of his body was held at his Camden home; more than 1,000 people visited in three hours. Whitman's oak coffin was barely visible because of all the flowers and wreaths left for him. Four days after his death, he was buried in his tomb at Harleigh Cemetery in Camden. Another public ceremony was held at the cemetery, with friends giving speeches, live music, and refreshments. Whitman's friend, the orator Robert Ingersoll, delivered the eulogy. Later, the remains of Whitman's parents and two of his brothers and their families were moved to the mausoleum. His brain was donated to the American Anthropometric Society in Philadelphia, but it was accidentally destroyed.
Writing
Whitman's work broke the boundaries of poetic form and is generally prose-like. Its signature style deviates from the course set by his predecessors and includes "idiosyncratic treatment of the body and the soul as well as of the self and the other." It uses unusual images and symbols, including rotting leaves, tufts of straw, and debris. Whitman openly wrote about death and sexuality, including prostitution. He is often labeled the father of free verse, though he did not invent it.
Poetic theory
Whitman wrote in the preface to the 1855 edition of Leaves of Grass: "The proof of a poet is that his country absorbs him as affectionately as he has absorbed it." He believed there was a vital, symbiotic relationship between the poet and society. He emphasized this connection especially in "Song of Myself" by using an all-powerful first-person narration. An American epic, it deviated from the historic use of an elevated hero and instead assumed the identity of the common people. Leaves of Grass also responded to the impact of rapid urbanization in the United States on the masses.
Lifestyle and beliefs
Alcohol
Whitman was a vocal proponent of temperance and in his youth rarely drank alcohol. He once stated he did not taste "strong liquor" until he was 30 and occasionally argued for prohibition. His first novel, Franklin Evans, or The Inebriate, published November 23, 1842, is a temperance novel. Whitman wrote the novel at the height of the popularity of the Washingtonian movement, a movement that was plagued with contradictions, as was Franklin Evans. Years later Whitman claimed he was embarrassed by the book and called it "damned rot". He dismissed it by saying he wrote the novel in three days solely for money while under the influence of alcohol. Even so, he wrote other pieces recommending temperance, including The Madman and a short story "Reuben's Last Wish". Later in life he was more liberal with alcohol, enjoying local wines and champagne.
Religion
Whitman was deeply influenced by deism. He denied any one faith was more important than another, and embraced all religions equally. In "Song of Myself", he gave an inventory of major religions and indicated he respected and accepted all of them—a sentiment he further emphasized in his poem "With Antecedents", affirming: "I adopt each theory, myth, god, and demi-god, / I see that the old accounts, bibles, genealogies, are true, without exception". In 1874, he was invited to write a poem about the Spiritualism movement, to which he responded: "It seems to me nearly altogether a poor, cheap, crude humbug." Whitman was a religious skeptic: though he accepted all churches, he believed in none. God, to Whitman, was both immanent and transcendent and the human soul was immortal and in a state of progressive development. American Philosophy: An Encyclopedia classes him as one of several figures who "took a more pantheist or pandeist approach by rejecting views of God as separate from the world."
Sexuality
Though biographers continue to debate Whitman's sexuality, he is usually described as either homosexual or bisexual in his feelings and attractions. Whitman's sexual orientation is generally assumed on the basis of his poetry, though this assumption has been disputed. His poetry depicts love and sexuality in a more earthy, individualistic way common in American culture before the medicalization of sexuality in the late 19th century. Though Leaves of Grass was often labeled pornographic or obscene, only one critic remarked on its author's presumed sexual activity: in a November 1855 review, Rufus Wilmot Griswold suggested Whitman was guilty of "that horrible sin not to be mentioned among Christians". The manuscript of his love poem "Once I Pass'd Through A Populous City", written when Whitman was 29, indicates it was originally about a man. Late in his life, when Whitman was asked outright whether his "Calamus" poems were homosexual—John Addington Symonds inquired about "athletic friendship", "the love of man for man", or "the Love of Friends"—he chose not to respond.
Whitman had intense friendships with many men and boys throughout his life. Some biographers have suggested that he did not actually engage in sexual relationships with males, while others cite letters, journal entries, and other sources that they claim as proof of the sexual nature of some of his relationships. English poet and critic John Addington Symonds spent 20 years in correspondence trying to pry the answer from him. In 1890, Symonds wrote to Whitman: "In your conception of Comradeship, do you contemplate the possible intrusion of those semi-sexual emotions and actions which no doubt do occur between men?" In reply, Whitman denied that his work had any such implication, asserting "[T]hat the calamus part has even allow'd the possibility of such construction as mention'd is terrible—I am fain to hope the pages themselves are not to be even mention'd for such gratuitous and quite at this time entirely undream'd & unreck'd possibility of morbid inferences—wh' are disavow'd by me and seem damnable", and insisting that he had fathered six illegitimate children. Some contemporary scholars are skeptical of the veracity of Whitman's denial or the existence of the children he claimed. In a letter dated August 21, 1890, Whitman claimed: "I have had six children—two are dead." This claim has never been corroborated.
Peter Doyle may be the most likely candidate for the love of Whitman's life. Doyle was a bus conductor whom Whitman met around 1866, and the two were inseparable for several years. Interviewed in 1895, Doyle said: "We were familiar at once—I put my hand on his knee—we understood. He did not get out at the end of the trip—in fact went all the way back with me." In his notebooks, Whitman disguised Doyle's initials using the code "16.4" (P.D. being the 16th and 4th letters of the alphabet). Oscar Wilde met Whitman in the United States in 1882 and later told the homosexual-rights activist George Cecil Ives that "I have the kiss of Walt Whitman still on my lips." The only explicit description of Whitman's sexual activities is secondhand. In 1924, Edward Carpenter told Gavin Arthur of a sexual encounter in his youth with Whitman, the details of which Arthur recorded in his journal.
Another possible lover was Bill Duckett. As a teenager, he lived on the same street in Camden and moved in with Whitman, living with him a number of years and serving him in various roles. Duckett was 15 when Whitman bought his house at 328 Mickle Street. From at least 1880, Duckett and his grandmother, Lydia Watson, were boarders, subletting space from another family at 334 Mickle Street. Because of this proximity, Duckett and Whitman met as neighbors. Their relationship was close, with the youth sharing Whitman's money when he had it. Whitman described their friendship as "thick". Though some biographers describe Duckett as a boarder, others identify him as a lover. Their photograph together is described as "modeled on the conventions of a marriage portrait", part of a series of portraits of the poet with his young male friends, and encrypting male–male desire. Another young man with whom Whitman had an intense relationship was Harry Stafford, with whose family Whitman stayed when at Timber Creek, and whom he first met in 1876, when Stafford was 18. Whitman gave Stafford a ring, which was returned and re-given over the course of a stormy relationship lasting several years. Of that ring, Stafford wrote to Whitman: "You know when you put it on there was but one thing to part it from me, and that was death."
There is also some evidence that Whitman had sexual relationships with women. He had a romantic friendship with a New York actress, Ellen Grey, in the spring of 1862, but it is not known whether it was also sexual. He still had a photograph of her decades later, when he moved to Camden, and he called her "an old sweetheart of mine". Toward the end of his life, he often told stories of previous girlfriends and sweethearts and denied an allegation from the New York Herald that he had "never had a love affair". As Whitman biographer Jerome Loving wrote, "the discussion of Whitman's sexual orientation will probably continue in spite of whatever evidence emerges."
Shakespeare authorship
Whitman was an adherent of the Shakespeare authorship question, refusing to believe in the historical attribution of the works to William Shakespeare of Stratford-upon-Avon. In 1888, Whitman commented in November Boughs:
Conceiv'd out of the fullest heat and pulse of European feudalism—personifying in unparalleled ways the medieval aristocracy, its towering spirit of ruthless and gigantic caste, with its own peculiar air and arrogance (no mere imitation)—only one of the "wolfish earls" so plenteous in the plays themselves, or some born descendant and knower, might seem to be the true author of those amazing works—works in some respects greater than anything else in recorded literature.
Slavery
Like many in the Free Soil Party who were concerned about the threat slavery would pose to free white labor and northern businessmen exploiting the newly colonized western territories, Whitman opposed the extension of slavery in the United States and supported the Wilmot Proviso. At first he was opposed to abolitionism, believing the movement did more harm than good. In 1846, he wrote that the abolitionists had, in fact, slowed the advancement of their cause by their "ultraism and officiousness". His main concern was that their methods disrupted the democratic process, as did the refusal of the Southern states to put the interests of the nation as a whole above their own. In 1856, in his unpublished The Eighteenth Presidency, addressing the men of the South, he wrote "you are either to abolish slavery or it will abolish you". Whitman also subscribed to the widespread opinion that even free African-Americans should not vote and was concerned at the increasing number of African-Americans in the legislature; as David Reynolds notes, Whitman wrote in prejudiced terms of these new voters and politicians, calling them "blacks, with about as much intellect and calibre (in the mass) as so many baboons." George Hutchinson and David Drews have written that "what little is known about the early development of Whitman's racial awareness suggests that he imbibed the prevailing white prejudices of his time and place, thinking of black people as servile, shiftless, ignorant, and given to stealing," but that despite his views remaining largely unchanged, "readers of the twentieth century, including black ones, imagined him as a fervent antiracist."
Nationalism
Whitman is often described as America's national poet, creating an image of the United States for itself. "Although he is often considered a champion of democracy and equality, Whitman constructs a hierarchy with himself at the head, America below, and the rest of the world in a subordinate position." In his study "The Pragmatic Whitman: Reimagining American Democracy", Stephen John Mack suggests that critics, who tend to ignore it, should look again at Whitman's nationalism: "Whitman's seemingly mawkish celebrations of the United States [...] [are] one of those problematic features of his works that teachers and critics read past or explain away" (xv–xvi). Nathanael O'Reilly in an essay on "Walt Whitman's Nationalism in the First Edition of Leaves of Grass" claims that "Whitman's imagined America is arrogant, expansionist, hierarchical, racist and exclusive; such an America is unacceptable to Native Americans, African-Americans, immigrants, the disabled, the infertile, and all those who value equal rights." Whitman's nationalism avoided issues concerning the treatment of Native Americans. As George Hutchinson and David Drews further suggest in an essay "Racial attitudes": "Clearly, Whitman could not consistently reconcile the ingrained, even foundational, racist character of the United States with its egalitarian ideals. He could not even reconcile such contradictions in his own psyche." The authors concluded their essay with:
Because of the radically democratic and egalitarian aspects of his poetry, readers generally expect, and desire for, Whitman to be among the literary heroes that transcended the racist pressures that abounded in all spheres of public discourse during the nineteenth century. He did not, at least not consistently; nonetheless his poetry has been a model for democratic poets of all nations and races, right up to our own day. How Whitman could have been so prejudiced, and yet so effective in conveying an egalitarian and antiracist sensibility in his poetry, is a puzzle yet to be adequately addressed.
In reference to the Mexican–American War, Whitman wrote in 1864 that Mexico was "the only [country] to whom we have ever really done wrong." In 1883, celebrating the 333rd anniversary of Santa Fe, Whitman argued that the indigenous and Spanish-Indian elements would supply leading traits in the "composite American identity of the future."
As to our aboriginal or Indian population—the Aztec in the South, and many a tribe in the North and West—I know it seems to be agreed that they must gradually dwindle as time rolls on, and in a few generations more leave only a reminiscence, a blank. But I am not at all clear about that. As America, from its many far-back sources and current supplies, develops, adapts, entwines, faithfully identifies its own—are we to see it cheerfully accepting and using all the contributions of foreign lands from the whole outside globe—and then rejecting the only ones distinctively its own—the autochthonic ones? As to the Spanish stock of our Southwest, it is certain to me that we do not begin to appreciate the splendor and sterling value of its race element. Who knows but that element, like the course of some subterranean river, dipping invisibly for a hundred or two years, is now to emerge in broadest flow and permanent action?
Legacy and influence
Whitman has been claimed as the first "poet of democracy" in the United States, a title meant to reflect his ability to write in a singularly American character. An American-British friend of Whitman, Mary Whitall Smith Costelloe, wrote: "You cannot really understand America without Walt Whitman, without Leaves of Grass ... He has expressed that civilization, 'up to date,' as he would say, and no student of the philosophy of history can do without him." Andrew Carnegie called him "the great poet of America so far". Whitman considered himself a messiah-like figure in poetry. Others agreed: one of his admirers, William Sloane Kennedy, speculated that "people will be celebrating the birth of Walt Whitman as they are now the birth of Christ".
Literary critic Harold Bloom wrote, as the introduction for the 150th anniversary of Leaves of Grass:
If you are American, then Walt Whitman is your imaginative father and mother, even if, like myself, you have never composed a line of verse. You can nominate a fair number of literary works as candidates for the secular Scripture of the United States. They might include Melville's Moby-Dick, Twain's Adventures of Huckleberry Finn, and Emerson's two series of Essays and The Conduct of Life. None of those, not even Emerson's, are as central as the first edition of Leaves of Grass.
In his own time, Whitman attracted an influential coterie of disciples and admirers. Among his admirers were the Eagle Street College, an informal group established in 1885 at the home of James William Wallace on Eagle Street in Bolton, England, to read and discuss the poetry of Whitman. The group subsequently became known as the Bolton Whitman Fellowship or Whitmanites. Its members held an annual "Whitman Day" celebration around the poet's birthday.
American poets
Whitman is one of the most influential American poets. Modernist poet Ezra Pound called Whitman "America's poet ... He is America." To poet Langston Hughes, who wrote "I, too, sing America", Whitman was a literary hero. Whitman's vagabond lifestyle was adopted by the Beat movement and its leaders such as Allen Ginsberg and Jack Kerouac in the 1950s and 1960s, as well as anti-war poets such as Adrienne Rich, Alicia Ostriker, and Gary Snyder. Lawrence Ferlinghetti numbered himself among Whitman's "wild children", and the title of Ferlinghetti's 1961 collection Starting from San Francisco is a reference to Whitman's Starting from Paumanok. June Jordan published a pivotal essay entitled "For the Sake of People's Poetry: Walt Whitman and the Rest of Us", praising Whitman as a democratic poet whose works speak to ethnic minorities from all backgrounds. United States poet laureate Joy Harjo, who is a Chancellor of the Academy of American Poets, counts Whitman among her influences.
Latin American poets
Whitman's poetry influenced Latin American and Caribbean poets in the 19th and 20th centuries, starting with Cuban poet, philosopher, and nationalist leader José Martí, who published essays in Spanish on Whitman's writings in 1887. Álvaro Armando Vasseur's 1912 translations further raised Whitman's profile in Latin America. Peruvian vanguardist César Vallejo, Chilean poet Pablo Neruda, and Argentine Jorge Luis Borges acknowledged Walt Whitman's influence.
European authors
Some, like Oscar Wilde and Edward Carpenter, viewed Whitman both as a prophet of a utopian future and of same-sex desire—the passion of comrades. This aligned with their own desires for a future of brotherly socialism. Whitman also influenced Bram Stoker, author of Dracula, and was a model for the character of Dracula. Stoker said in his notes that Dracula represented the quintessential male which, to Stoker, was Whitman, with whom he corresponded until Whitman's death.
Film and television
Whitman's life and verse have been referenced in a substantial number of works of film and video. In the movie Beautiful Dreamers (Hemdale Films, 1992) Whitman was portrayed by Rip Torn. Whitman visits an insane asylum in London, Ontario, where some of his ideas are adopted as part of an occupational therapy program.
In Dead Poets Society (1989) by Peter Weir, teacher John Keating inspires his students with the works of Whitman, Shakespeare and John Keats.
Whitman's poem "Yonnondio" influenced both a book (Yonnondio: From the Thirties, 1974) by Tillie Olsen and a sixteen-minute film, Yonnondio (1994) by Ali Mohamed Selim.
Whitman's poem "I Sing the Body Electric" (1855) was used by Ray Bradbury as the title of a short story and a short story collection. Bradbury's story was adapted for the Twilight Zone episode of May 18, 1962, in which a bereaved family buys a made-to-order robot grandmother to forever love and serve the family.
"I Sing the Body Electric" inspired the showcase finale in the movie Fame (1980), a diverse fusion of gospel, rock, and orchestra.
Music and audio recordings
Whitman's poetry has been set to music by more than 500 composers; indeed it has been suggested that his poetry has been set to music more than that of any other American poet except for Emily Dickinson and Henry Wadsworth Longfellow. Those who have set his poems to music include John Adams; Ernst Bacon; Leonard Bernstein; Benjamin Britten; Rhoda Coghill; David Conte; Ronald Corp; George Crumb; Frederick Delius; Howard Hanson; Karl Amadeus Hartmann; Hans Werner Henze; Bernard Herrmann;Jennifer Higdon; Paul Hindemith; Ned Rorem; Howard Skempton; Eva Ruth Spalding; Williametta Spencer; Charles Villiers Stanford; Robert Strassburg; Ananda Sukarlan; Ivana Marburger Themmen; Rossini Vrionides; Ralph Vaughan Williams; Kurt Weill; Helen L. Weiss; Charles Wood; and Roger Sessions. Crossing, an opera composed by Matthew Aucoin and inspired by Whitman's Civil War diaries, premiered in 2015.
In 2014, German publisher Hörbuch Hamburg issued the bilingual double-CD audio book of the Kinder Adams/Children of Adam cycle, based on translations by Kai Grehn in the 2005 Children of Adam from Leaves of Grass (Galerie Vevais), accompanying a collection of nude photography by Paul Cava. The audio release included a complete reading by Iggy Pop, as well as readings by Marianne Sägebrecht; Martin Wuttke; Birgit Minichmayr; Alexander Fehling; Lars Rudolph; Volker Bruch; Paula Beer; Josef Osterndorf; Ronald Lippok; Jule Böwe; and Robert Gwisdek. In 2014 composer John Zorn released On Leaves of Grass, an album inspired by and dedicated to Whitman.
Namesake recognition
Whitman's importance in American culture is reflected in schools, roads, rest stops, and bridges named after him. Among them are the Walt Whitman High School in Bethesda, Maryland and Walt Whitman High School on Long Island, Walt Whitman Elementary School (Woodbury, New York), Walt Whitman Boulevard (Cherry Hill, New Jersey), and a service area on the New Jersey Turnpike in Cherry Hill, to name a few.
The Walt Whitman Bridge, which crosses the Delaware River between Philadelphia and Gloucester City, New Jersey near Whitman's home in Camden, New Jersey, was opened on May 16, 1957. A statue of Whitman by Jo Davidson is located at the entrance to the Walt Whitman Bridge and another casting resides in the Bear Mountain State Park. The controversy that surrounded the naming of the Walt Whitman bridge has been documented in a series of letters from members of the public, which are held in the University of Pennsylvania library. The web page about this matter states: "The bridge was meant to be named after a person of note who had lived in New Jersey, but some area citizens opposed the name 'Walt Whitman Bridge'.... Many objecting to the choice of his name for the bridge saw Whitman's work as sympathizing with communist ideals and criticized him for his egalitarian view of humanity."
In 1997, the Walt Whitman Community School in Dallas opened, becoming the first private high school catering to LGBT youth. His other namesakes include the Walt Whitman Shops in Huntington Station, New York, near his birthplace, and Walt Whitman Road, which spans Huntington Station to Melville on Long Island.
Whitman was inducted into the New Jersey Hall of Fame in 2009, and, in 2013, he was inducted into the Legacy Walk, an outdoor public display that celebrates LGBT history and people.
A coed summer camp founded in 1948 in Piermont, New Hampshire, is named after Whitman.
A crater on Mercury is named for him.
Works
Franklin Evans; or The Inebriate: A Tale of the Times (1842)
The Half-Breed; A Tale of the Western Frontier (1846)
Life and Adventures of Jack Engle (serialized in 1852)
Leaves of Grass (1855, the first of seven editions through 1891)
Manly Health and Training (1858)
Drum-Taps (1865)
Democratic Vistas (1871)
Memoranda During the War (1876)
Specimen Days (1882)
The Wound Dresser: Letters written to his mother from the hospitals in Washington during the Civil War, edited by Richard M. Bucke (1898)
Walt Whitman Speaks: His Final Thoughts on Life, Writing, Spirituality, and the Promise of America as told to Horace Traubel, edited by Brenda Wineapple (2019)
See also
LGBT history in New York (19th century)
Walt Whitman and Abraham Lincoln
Walt Whitman's lectures on Abraham Lincoln
References
Sources
Callow, Philip. From Noon to Starry Night: A Life of Walt Whitman. Chicago: Ivan R. Dee, 1992. ISBN 0-929587-95-2
Kaplan, Justin. Walt Whitman: A Life. New York: Simon & Schuster, 1979. ISBN 0-671-22542-1
Loving, Jerome. Walt Whitman: The Song of Himself. University of California Press, 1999. ISBN 0-520-22687-9
Miller, James E. Walt Whitman. New York: Twayne Publishers, Inc. 1962
Reynolds, David S. Walt Whitman's America: A Cultural Biography. New York: Vintage Books, 1995. ISBN 0-679-76709-6
Stacy, Jason. Walt Whitman's Multitudes: Labor Reform and Persona in Whitman's Journalism and the First 'Leaves of Grass', 1840–1855. New York: Peter Lang Publishing, 2008. ISBN 978-1-4331-0383-4
External links
Online editions
Works by Walt Whitman in eBook form at Standard Ebooks
Works by Walt Whitman at Project Gutenberg
Works by or about Walt Whitman at the Internet Archive
Works by Walt Whitman at LibriVox (public domain audiobooks)
Archives
Walt Whitman papers at Columbia University. Rare Book & Manuscript Library.
Walt Whitman documents at Columbia University. Rare Book & Manuscript Library.
Walt Whitman, "The Bible as Poetry". Manuscript 1883 at the University of Chicago Special Collections Research Center.
Walt Whitman collection 1884–1892 at the University of Chicago Special Collections Research Center.
Walt Whitman collection. Yale Collection of American Literature, Beinecke Rare Book and Manuscript Library.
Walt Whitman collection, Kislak Center for Special Collections, Rare Books and Manuscripts, University of Pennsylvania.
Walt Whitman collection at L. Tom Perry Special Collections, Brigham Young University.
"The Untimeliness of the Walt Whitman Exhibition at the New York Public Library: An Open Letter to Trustees," by Charles F. Heartman, at the John J. Wilcox, Jr. LGBT Archives, William Way LGBT Community Center.
Horace Traubel collection of Walt Whitman papers at Special Collections, University of Delaware Library, Museums and Press.
Susan Jaffe Tane collection of Walt Whitman, 1842-2012, held by the Henry W. and Albert A. Berg Collection of English and American Literature, New York Public Library.
William E. Barton Collection of Walt Whitman Materials at the Amherst College Archives & Special Collections
Exhibitions
Walt Whitman in His Time and Ours at Special Collections, University of Delaware Library, Museums and Press, February 12 to June 14, 2019
Revising Himself: Walt Whitman and Leaves of Grass at the Library of Congress, "Exhibition Celebrates 150 Years of Walt Whitman's 'Leaves of Grass'", May 16 to December 3, 2005
Whitman Vignettes: Camden and Philadelphia at Kislak Center for Special Collections, Rare Books and Manuscripts, University of Pennsylvania, May 28 to August 23, 2019
Walt Whitman Bard of Democracy at the Morgan Library and Museum, June 7 to September 15, 2019
Walt Whitman: America's Poet at the New York Public Library, March 29 to August 30, 2019
Poet of the Body: New York's Walt Whitman at the Grolier Club, May 15 to July 27, 2019
Historic sites
Walt Whitman Birthplace State Historic Site Archived September 5, 2015, at the Wayback Machine
Walt Whitman Camden Home Historic Site
Other external links
Whitman Web - University of Iowa International Program
Walt Whitman at Curlie
Walt Whitman: Online Resources at the Library of Congress.
The Walt Whitman Archive includes all editions of Leaves of Grass in page-images and transcription, as well as manuscripts, criticism, and biography.
Walt Whitman: Profile, Poems, Essays at Poets.org.
Brooklyn Daily Eagle Online. Brooklyn Public Library.
Walt Whitman at Find a Grave
Walt Whitman at IMDb
Johnson, John A., and Lloyd D. Worley. "Criminals' Responses to Religious Themes in Whitman's Poetry" (Archive). In J. M. Day and W. S. Laufer (eds), Crime, Values, and Religion, Norwood, NJ: Ablex, 1987, 133–51. |
Video_assistant_referee | https://en.wikipedia.org/wiki/Video_assistant_referee | [
823
] | [
"https://simple.wikipedia.org/wiki/Video_assistant_referee"
] | The video assistant referee (VAR) is a match official in association football who assists the referee by reviewing decisions using video footage and providing advice to the referee based on those reviews.
The assistant video assistant referee (AVAR) is a match official appointed to assist the VAR in the video operation room and around the pitch. There are three AVARs (AVAR1, AVAR2, and AVAR3) that are assigned to different parts of the game that they are charged with reviewing, and are in consistent communication with the VAR about possible situations that might warrant further review. The job of the AVAR1 is to watch the main camera and communicate some of the more obvious offenses within the game. The AVAR2 is located at the offside station and are responsible for assisting the VAR with offsides and reporting possible missed offside calls. The AVAR3 is responsible for monitoring the TV programs and assists in communication between the AVAR2 and the VAR since the AVAR2 is at the offside station.
In addition to the VAR and the AVARs there are three replay operators that help the VAR and AVARs select the cameras with the best angle.
Following extensive trialling in a number of major competitions, VAR was formally written into the Laws of the Game by the International Football Association Board (IFAB) on March 3, 2018. Operating under the philosophy of "minimal interference, maximum benefit", the VAR system seeks to provide a way for "clear and obvious errors" and "serious missed incidents" to be corrected.
Procedure
There are four categories of decisions that can be reviewed.
Goal/no goal – attacking team commits an offence, ball out of play, ball entering goal, offside, handball, offences and encroachment during penalty kicks.
Penalty/no penalty – attacking team commits an offence, ball out of play, location of offence, incorrect awarding, offence not penalised.
Direct red card – denial of obvious goal-scoring opportunity, serious foul play, violent conduct/biting/spitting, using offensive/insulting/abusive language or gestures.
Mistaken identity in awarding a red or yellow card.
Check
The VAR and the AVARs automatically check every on-field referee decision falling under the four reviewable categories. The VAR may perform a "silent check," communicating to the referee that no mistake was made, while not causing any delay to the game. At other times, a VAR check may cause the game to be delayed while the VAR ascertains whether or not a possible mistake has occurred. The referee may delay the restart of play for this to occur, and indicates an ongoing check by pointing to their ear.
Where the VAR does identify a possible clear and obvious error, there are three possible scenarios:
Decision overturned on advice of VAR
On-field review (OFR) recommended
Referee chooses to ignore VAR advice
A decision can generally be overturned without an OFR where it relates to a factual matter. For example, offside decisions or whether a foul occurred inside or outside the penalty area can be determined by the VAR to the referee without a review. VAR will recommend an OFR where there is a subjective decision to make, such as whether a foul was committed in the first place or whether a red card is warranted for a certain offence. In all cases, the final decision rests with the referee, and they can choose to ignore the advice of the VAR altogether.
On-field review (OFR)
An OFR can only be conducted on the recommendation of the VAR. This ensures that the referee always makes an on-field ruling and does not rely on OFRs for every close decision. An OFR can be conducted when the ball is out of play, or where the referee stops play for the express purpose of conducting one.
The referee signals an OFR by making the outline of a rectangle, indicating a video screen. The OFR takes place in a designated referee review area (RRA), adjacent to the field of play and in public view to ensure transparency. Slow motion replays are only used to establish point of contact for physical offences and handball, while full-speed replays are shown to determine the intensity of an offence or whether a handball occurred in the first place. During an OFR, the VAR transmits several video replays from different camera angles to assist the referee in making a decision.
Once an OFR is completed, the referee makes the TV signal again, before indicating the decision made. If the ball was out of play, it restarts with either the original decision or the new decision if the on-field one was changed. If play was stopped to conduct an OFR and the decision was not changed, a dropped ball occurs.
Offences
A number of offences relating to the VAR process are codified within the Laws of the Game. Both players and team officials can be cautioned for excessively protesting an on-field decision by making the TV signal. Any player or team official entering the RRA are also cautioned. Finally, entering the VOR will cause a player or team official to be sent off.
Location
The VAR and the AVARs are often located within the stadium where the match is being played. Certain leagues have begun using a centralized review location. For example, the English Premier League stations all its VAR teams in the video operation room (VOR) at Stockley Park in London and the German Football Association in Cologne-Deutz. During its 2022 season, Major League Soccer in the United States created a Video Review Center in Atlanta where all its VAR teams operate.
Camera Setup
The Var system consists of 42 cameras including slow and ultra slow motion cameras as well as the cameras used in offside technology, and all FIFA host broadcaster camera feeds to ensure the VAR has the best angle possible on every play.
Glossary
A number of technical terms and abbreviations are used in reference to the VAR system. These include:
Check – Process by which the VAR automatically inspects all reviewable decisions. A check can result in confirmation of the on-field decision (a "silent check"), a change in decision for factual matters (e.g. offside/not offside) or the recommendation of an OFR.
Clear and obvious error – Degree required for an on-field decision to be overturned.
OFR – On-field review; review process that occurs following recommendation by the VAR. Used where a clear and obvious mistake may have been made in regards to a subjective decision.
RO – Replay operator; non-referee official who assists video officials by managing the broadcast and finding the best angles to allow for the right decision to be made
RRA – Referee review area; area where an OFR is conducted, located adjacent to the field of play and in sight at all times
VAR – Video Assistant Referee; main video official whose main role is to check all reviewable incidents and recommend an OFR where a possible clear and obvious error has occurred. The VAR is a current or former qualified referee.
AVAR – Assistant VAR; official that assists the VAR by watching the live action on the field while the VAR is undertaking a "check" or a "review".
Offside VAR – AVAR official that anticipates and checks any potential offside situations in game-changing situations.
Support VAR – AVAR official that coordinates communication between VAR officials and focuses on the television programme feed.
Video official – Category of match official, alongside on-field officials. Consists of VAR and any AVARs.
VOR – Video operation room; room where the VAR team is located. The VOR can be located in or near the stadium, or in a centralised location such as a broadcast centre.
History
VAR was conceived by the Refereeing 2.0 project in the early 2010s and under the direction of the Royal Netherlands Football Association (KNVB). The system was tested through mock trials during the 2012–13 season of the Eredivisie, the country's top football league. In 2014, the KNVB petitioned the International Football Association Board (IFAB) to amend its laws of the games to allow the system to be used during more extensive trials. The IFAB approved trials and a pathway to full implementation during its 2016 general meeting. Lukas Brud, IFAB secretary, said "With all the 4G and Wi-Fi in stadia today...we knew we had to protect referees from making mistakes that everyone can see immediately", such as Thierry Henry's handball that eliminated Ireland from qualifying for the 2010 FIFA World Cup where the on-field referees were not in a position to view the infraction.
Proposals to introduce any form of video review were consistently rejected by FIFA president Sepp Blatter. Throughout his presidency, Blatter was vehemently opposed to the introduction of any new technology to challenge the live decisions of referees in football, often even going to far as to intervene (or threaten to) in domestic competition matters where the only pertinent question was whether suspensions for questionable sendings off should be enforced. After Blatter was forced out of his post due to an unrelated corruption scandal in 2015, the VAR proposal received a warm reception under his successor Gianni Infantino.
The first live trial of the VAR system was in July 2016 in a friendly match between PSV and FC Eindhoven.
The next live trial of the VAR system began in August 2016 with a United Soccer League match between two Major League Soccer reserve sides. Match referee Ismail Elfath reviewed two fouls during the match and, after consultation with video assistant referee Allen Chapman, decided to issue a red card and a yellow card in the respective incidents.
Video reviews were introduced the following month during an international friendly between France and Italy.
The first professional "non-friendly" game was an official first round KNVB Cup tie between Ajax and Willem II on 21 September 2016. This match was the first match to include a "pitchside monitor". The pitchside monitor would allow the referee to review footage from the field. Based on VAR but not using the available pitchside monitor, a yellow card was turned into a red card and thus this was the first ever VAR based expulsion in a professional game.
Interestingly, this professional and official Cup game was played before the official FIFA rule changes. Although viewers watching the match on television were made aware of the decision, the public in the stadium and, to a lesser extent, the players were confused as to what had happened. The major lesson from the confusion around this first major decision change was that VAR decisions needed to be clearly communicated to the players, the watching public inside the stadium, and on TV.
The next event that VAR was used, including a "pitchside monitor" was at the 2016 FIFA Club World Cup. Kashima Antlers were awarded a penalty after a video review in the 3–0 win of semi-final against Atlético Nacional.
The A-League in Australia became the first to use a VAR system in a top-flight professional club competition on 7 April 2017, when Melbourne City played Adelaide United though this game was completed without the VAR being called upon. The first intervention by a VAR in a professional national league game was seen on 8 April when Wellington Phoenix hosted Sydney FC. The VAR identified an illegal handball in the penalty area and awarded Sydney FC a penalty. The game finished in a 1–1 draw.
Major League Soccer in the United States introduced VAR in competitive matches during its 2017 season after the 2017 MLS All-Star Game on 2 August 2017. Its first official use came during a match between the Philadelphia Union and FC Dallas, invalidating a goal from the latter over contact made between a Dallas player and Philadelphia's goalkeeper. VAR was used at an international level in the 2017 FIFA Confederations Cup in June, where it was praised, but its usefulness was questioned after a referee decision in the final match.
Also in 2017, Portuguese Football Federation (FPF) had its first official match using VAR, during Portuguese Cup Final between SL Benfica and Vitoria SC at Jamor Stadium on the 28 May 2017. Portuguese Football Federation was the first country in the world to use VAR in a Women's competition: one week after men's Cup final, in the same stadium, VAR was officially used in a Women's match between Sporting CP and SC Braga.
After the 2016 introduction in CUP football in Europe, the VAR system was introduced in top-flight European football league competitions by Bundesliga and the Serie A at the beginning of the 2017–18 season and by La Liga at the beginning of the 2018–19 season. The system was also used at the 2017 FIFA U-20 World Cup in October. On 8 January 2018, VAR was trialled for the first time in England in the 2017–18 FA Cup game between Brighton & Hove Albion and Crystal Palace, and the following day it was trialled for the first time in France in the Côte d'Azur derby game in the 2017–18 French League Cup. It was said to have worked well.
Italy opened the world's first VAR training centre in Coverciano in January 2018.
The Var system that is currently used was created by Hawk-Eye Innovations Limited and was tested according to FIFA's Quality Programme by a third party On 3 March 2018, the IFAB wrote VAR into the Laws of the Game on an incorrect basis. Its use remains optional for competitions, and the English Premier League and the UEFA Champions League were not expected to implement VAR for their 2018–19 season. However Premier League executive chairman Richard Scudamore described it as "inevitable" that VAR will be introduced to the Premier League. On 27 September 2018, UEFA announced that from the 2019–20 UEFA Champions League season, VAR will be used in the competition. Although VAR was not implemented in the group stages of the 2018–19 season, UEFA announced on 3 December 2018, that VAR would be used in the knockout stages, which commenced in February 2019.
On 15 November 2018, Premier League teams voted in principle to bring Video Assistant Referees to the Premier League from the 2019–20 season onwards pending approval of IFAB and FIFA; this came after a controversial decision from referee Simon Hooper to disallow a goal scored by Southampton F.C. striker Charlie Austin.
On 1 January 2020, the Emperor's Cup Final was the first Japanese football match to use VAR. This was also a preparation for the introduction of VAR into Olympic football.
In 2023 it was announced that the 2023 FIFA Women's world Cup for the first time the decision will be explained live in the stadium by the referee. This was also later used in the 2024 A-League finals series and also used in the MLS.
Notable uses of VAR
2018 FIFA World Cup
FIFA officially approved the use of VAR for the 2018 FIFA World Cup during the FIFA Council meeting on 16 March 2018 in Bogotá. This tournament became the first competition to use VAR in full (at all matches and in all venues).
The 2018 World Cup marked the system's World Cup debut. A total of 335 incidents were checked by the VAR over the course of the group stage, averaging seven per match, and fourteen calls made by referees were changed or overruled after being reviewed by the VAR. According to FIFA, the VAR system had a success rate of 99.3 percent, up from the 95 percent of correct calls by referees without VAR. The first VAR decision at the World Cup came on 16 June 2018 in a group stage match between France and Australia, where referee Andres Cunha awarded a penalty to France after consulting with the VAR. In the final, referee Néstor Pitana used the VAR to review a defensive foul for handling in the penalty area, awarding France a penalty, which gave them a 2–1 lead over Croatia. The final eventually ended with France prevailing 4–2.
The use of VAR has been credited with assisting the 2018 edition's status as the cleanest World Cup since 1986, after no red cards were issued in the opening 11 games and only four players were sent off in the entire tournament which was the fewest since 1978. 22 goals were scored from 29 awarded penalty kicks, beating the previous record of 17 penalty kick goals set in the 1998 tournament; the dramatic increase in the number of penalties awarded at the 2018 World Cup has been attributed to VAR catching fouls which would otherwise have remained unpunished. IFAB technical director and former Premier League referee David Elleray stated a belief that the presence of VAR meant that players would know that they would not be able to get away with anything under the new system.
Criticism
The use of video technology at the 2017 FIFA Confederations Cup was criticised after several contentious moments involving VAR at the tournament. It was accused of "creating as much confusion as clarity".
Further criticism was leveled at VAR after it suffered issues preventing its use, for example in a Portuguese match where a supporter's flag had been obscuring the VAR camera, or in the 2018 A-League Grand Final between Newcastle Jets and Melbourne Victory where the VAR software suffered a technical malfunction which prevented the assistant referee from viewing the replay, allowing Melbourne Victory to wrongly score the only goal of the game and win the A-League Championship with it.
After the introduction of VAR in the 2018 World Cup, FIFA deemed it a success. Nevertheless, the use (or lack of use) of VAR has been criticised. Independent assessments note that while most decisions were made correctly as a result of VAR, some were wrong despite VAR review and some decisions which were called incorrectly were not even reviewed. There have also been incidents when there has been miscommunication between VAR and the referee, such as Liverpool FC v Tottenham FC in September 2023 which ended up being a crucial mistake after VAR told the referee the wrong decision after they thought the on-field decision was the other way about.The Guardian concludes that VAR has been most effective for factual decisions such as offsides and mistaken identities, while subjective decisions such as penalties or the disciplining of players have fared much worse. Lack of clarity and consistency are two main areas of weakness. In addition, research from the University of Bath found that, on average, "participants thought the ball was kicked 132 miliseconds later than it actually was", proving that the technology at present has issues with accuracy.
Another line of criticism has been targeted at the effectiveness of the system in achieving its goal. In the opinion of Scott Stinson from the National Post, VAR, like any other replay system, fails to correct human error and instead only adds to the controversies because human judgment is still necessary. Human error has significant social causes as well, as a research study done in Italy found that players with darker skin complexion were "more likely to receive punishment for fouls" with all else held constant. Such bias, including unconscious bias, may not be removed entirely by VAR, as it still relies on human judgment to make the final call.
Lack of transparency is another contentious point, as teams have no way to know which incidents were reviewed by the VAR team. At a press conference held after the group stage, FIFA referees committee chairman Pierluigi Collina showed footage of the decision-making process accompanied with audio of the conversations between VAR officials and the referees. Asked if this audio could be made publicly available, as it is in rugby and cricket, Collina answered affirmatively but cautioned that it might still be too early. That said, in an attempt to provide more transparency to fans, sports broadcaster Sky Sports launched the controversial television programme "Match Officials Mic'd Up". Produced by the Premier League, the show aims to bring transparency and constructive discourse to the VAR process, with host Michael Owen and PGMOL Chief Howard Webb analysing VAR calls from previous game weeks.
Others have pointed to the game-changing nature of VAR. There is an increase in the number and duration of pause in the game with VAR system. Initial fears that using the system would lengthen the game considerably have not been confirmed, with every VAR review taking up an average of only 80 seconds. The dramatic increase in the number of penalties awarded at the 2018 World Cup has been attributed to VAR catching fouls which would otherwise have remained unpunished. Of the 169 goals scored in the tournament, 22 were from penalty kicks (with 29 being awarded in total), beating the previous record of 17 set in the 1998 FIFA World Cup. Jonathan Liew of The Independent compares the situation to the introduction of the Decision Review System in cricket and notes the changes it had on that sport, and suggests that it might lead to changes of a similar nature in football.
VAR hasn't just affected the teams that are playing the game. English Premier league fans said that VAR has made the game less enjoyable since the introduction of it and will attend fewer games because of this. The increase in pauses during a game has also been a huge factor with the football fans, with a great number of fans saying that they would most likely support VAR if there was a time limit for the amount of time VAR takes when in use.
Use of VAR has actually been shown to increase playing time in both the first and second half, while not significantly altering the amount of other variable, such as penalties, offsides, fouls, and goals except for a considerable decrease in the number of offsides in Men's football matches, which could be contributed to video analysis being more reliable than human judgement in these scenarios.
In February 2019, UEFA issued guidance which stated that players who made a "TV-screen" hand gesture should result in a yellow card. "Excessively using the 'review' (TV screen) signal" is now listed as a caution for which a player may receive a yellow card in the Laws of the Game. Early uses of VAR in the Premier League, at the beginning of the 2019–20 season, were described as confusing to both coaches and fans with the decision making often inconsistent. By 2022 the application of VAR in the Premier League was still subject to criticism. On 3 September 2022, games involving Chelsea, West Ham United, Newcastle United, Crystal Palace, Brentford and Leeds United all contained contentious VAR decisions.
Premier League officials were criticized for taking lucrative jobs in the Middle East. In the match between Tottenham Hotspur and Liverpool on 30 September 2023, the VAR Darren England made a decision that led to the disallowance of a valid goal scored by Luis Diaz. England was alleged of losing focus because he had taken an eight-hour flight back from the United Arab Emirates along with Dan Cook, the assistant VAR. The situation further complicated when it was revealed that England and Cook had been in the UAE to supervise a Pro League game. They reportedly received a payment of £15-20k for this duty.
In VAR matches the assistant referees who decide on offsides are required to avoid raising the flag for an offside decision until the play proceeds to a natural conclusion, unless the offside is extremely obvious. This allows a team who might have been called for an offside offence to instead continue and score a goal to be checked by VAR. When play continues there is the chance of an injury occurring that might not before the introduction of VAR. Team-mates Rui Patricio and Conor Coady collided with each other in a game against Liverpool after a delayed offside call allowed play to continue and Fernando Muslera suffered a double leg break after a collision with opposition striker Milan Škoda following a delayed offside call in December 2021. It has also been speculated that VAR being available to check on any offside play can subconsciously impact on the decision of an assistant referee, causing them to allow play to continue if an offside play does not result in a goal. Such an action could see a defensive team who defends such an offside play subsequently lose possession of the ball, score an own goal, give away a foul or a corner kick and give their opposition a chance they would not have had if the offside had been called.
A vote will be held on a proposal submitted by Wolverhampton Wanderers to abolish the technology ahead of the new season.
Competitions using VAR
Competitions which include VAR confirmed matches are "live" matches, i.e. where the VARs have contact with the referee on the field of play and therefore may have an impact on the decision making.
There is also an idea of implementing VAR in futsal matches.
Club competitions
International
FIFA
FIFA Club World Cup
FIFA Intercontinental Cup
UEFA–CONMEBOL
Under-20 Intercontinental Cup
Continental
Regional
UAFA
Arab Club Champions Cup
Domestic leagues
Kategoria Superiore
Algerian Ligue 1
AFA
Argentine Primera División
Football Federation of Armenia
Armenian Premier League
Australian Professional Leagues
A-League Men
Österreichische Fußball Bundesliga
Austrian Bundesliga
Azerbaijan Premier League
RBFA
Pro League
Bolivian Primera División
N/FSBiH
Bosnian Premier League
CBF
Brasileirão
Brasileirão Série B
Brasileirão Série C
Brasileirão Série D
Brasileirão Sub-20
Brasileirão Sub-17
Brasileirão Feminino A1
Brasileirão Feminino A2
Brasileirão Feminino A3
FAF (Alagoas)
Campeonato Alagoano
FAF (Amazonas)
Campeonato Amazonense
FBF (Bahia)
Campeonato Baiano
FCF (Santa Catarina)
Campeonato Catarinense
FCF (Ceará)
Campeonato Cearense
FERJ (Rio de Janeiro)
Campeonato Carioca
Campeonato Carioca Série A2
FES (Espírito Santo)
Campeonato Capixaba
FFDF (Federal District)
Campeonato Candango
FGF (Rio Grande do Sul)
Campeonato Gaúcho
FGF (Goiás)
Campeonato Goiano
FMF (Maranhão)
Campeonato Maranhense
FMF (Minais Gerais)
Campeonato Mineiro
FNF (Rio Grande do Norte)
Campeonato Potiguar
FPF (Pará)
Campeonato Paraense
FPF (Paraíba)
Campeonato Paraibano
FPF (Paraná)
Campeonato Paranaense
FPF (Pernambuco)
Campeonato Pernambucano
FPF (São Paulo)
Campeonato Paulista
Campeonato Paulista Feminino
Campeonato Paulista Série A2
FRF (Roraima)
Campeonato Roraimense
FSF (Sergipe)
Campeonato Sergipano
Bulgarian First League
ANFP
Chilean Primera División
Primera B de Chile
Campeonato Chileno Feminino
Chinese Super League
DIMAYOR
Categoría Primera A
HNL
Cypriot First Division
Czech First League
DBU
Danish Superliga
Ecuadorian Football Federation
Ecuadorian Serie A
Ecuadorian Serie B
EFA
Egyptian Premier League
Premier League
EFL
Championship
League One
League Two
EJL
Meistriliiga
Ligue de Football Professionnel
Ligue 1
FFF
Division 1 Féminine
Erovnuli Liga
Deutsche Fußball Liga
Bundesliga
2. Bundesliga
Greek Super League
Super League 1
HKFA
Hong Kong Premier League
MLSZ
Nemzeti Bajnokság I
Liga Indonesia Baru
Liga 1
Iran Football League Organization
Persian Gulf Pro League
Iraq Stars League
Israel Football Association
Israeli Premier League
Lega Serie A
Serie A
Lega B
Serie B
Lega Italiana Calcio Professionistico
Serie C
J.League
J1 League
J2 League
Kazakh Premier League
Kosovar Superleague
Kuwaiti Premier League
Kuwaiti Division One
Virslīga
Libyan Premier League
A Lyga
Malaysian Football League
Malaysia Super League
Football Federation of the Islamic Republic of Mauritania
Super D1
Mexican Football Federation
Liga MX
Liga MX Femenil
FRMF
Botola
KNVB
Eredivisie
Eerste Divisie
Nigeria Professional Football League
NFF
Eliteserien
Omani Professional League
Paraguayan Primera División
Liga 1
Ekstraklasa
PZPN
I Liga
II Liga
Liga Portugal
Liga Portugal 1
Liga Portugal 2
FPF
Liga 3
Campeonato de Portugal
Campeonato Nacional Feminino
QFA
Qatar Stars League
Qatari Second Division
LPF
Liga I
RFU
Russian Premier League
Russian First League
SAFF
Saudi Pro League
Saudi First Division League
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See also
Goal-line technology
Instant replay – describes other sports using video referees
Notes
References
External links
Experiments with Video Assistant Referees (VARs) from FIFA
Video Assistant Referees (VARs) Experiment Protocol (Summary) from IFAB
VAR – The System Explained from FIFA
What is VAR |
2018_FIFA_World_Cup | https://en.wikipedia.org/wiki/2018_FIFA_World_Cup | [
823
] | [
"https://en.wikipedia.org/wiki/2018_FIFA_World_Cup#Officiating"
] | The 2018 FIFA World Cup was the 21st FIFA World Cup, the quadrennial world championship for national football teams organized by FIFA. It took place in Russia from 14 June to 15 July 2018, after the country was awarded the hosting rights in late 2010. It was the eleventh time the championships had been held in Europe, the first time they were held in Eastern Europe, and the first time they were held across two continents (Europe and Asia). At an estimated cost of over $14.2 billion, it was the most expensive World Cup ever held until it was surpassed by the 2022 World Cup in Qatar.
The tournament phase involved 32 teams, of which 31 came through qualifying competitions, while the host nation Russia qualified automatically. Of the 32, 20 had also appeared in the 2014 event, while Iceland and Panama each made their debut at the World Cup. 64 matches were played in 12 venues across 11 cities. Germany, the defending champions, were eliminated in the group stage for the first time since 1938. Host nation Russia was eliminated in the quarter-finals. In the final, France played Croatia on 15 July at the Luzhniki Stadium in Moscow. France won the match 4–2, claiming their second World Cup and becoming the fourth consecutive title won by a European team, after Italy in 2006, Spain in 2010, and Germany in 2014.
Croatian player Luka Modrić was voted the tournament's best player, winning the Golden Ball. England's Harry Kane won the Golden Boot as he scored the most goals during the tournament with six. Belgium's Thibaut Courtois won the Golden Glove, awarded to the goalkeeper with the best performance. It has been estimated that more than 3 million people attended games during the tournament.
Host selection
The bidding procedure to host the 2018 and 2022 FIFA World Cup tournaments began in January 2009, and national associations had until 2 February 2009 to register their interest. Initially, nine countries placed bids for the 2018 FIFA World Cup, but Mexico later withdrew from the proceedings, and Indonesia's bid was rejected by FIFA in February 2010 after the Indonesian government failed to submit a letter to support the bid. During the bidding process, the three remaining non-UEFA nations (Australia, Japan, and the United States) gradually withdrew from the 2018 bids, and thus all UEFA nations were ruled out of the 2022 bid. As such, there were eventually four bids for the 2018 FIFA World Cup, two of which were joint bids: England, Russia, Netherlands/Belgium, and Portugal/Spain.
The 22-member FIFA Executive Committee convened in Zürich on 2 December 2010 to vote to select the hosts of both tournaments. Russia won the right to be the 2018 host in the second round of voting. The Portugal/Spain bid came second, and that from Belgium/Netherlands third. England, which was bidding to host its second tournament, was eliminated in the first round.
The voting results were:
Host selection criticism
The choice of Russia as host was controversial. Issues included the high level of racism in Russian football, human rights abuses by Russian authorities, and discrimination against LGBT people in government (including gay propaganda laws) along with wider Russian society. Russia's involvement in the ongoing conflict in Ukraine had also prompted calls for the tournament to be moved, particularly following the annexation of Crimea. In 2014, FIFA president Sepp Blatter stated that "the World Cup has been given and voted to Russia and we are going forward with our work".
Russia was criticised for alleged abuse of migrant labourers in the construction of World Cup venues, with Human Rights Watch reporting cases where workers were left unpaid, made to work in dangerously cold conditions, or suffering reprisals for raising concerns. A few pundits claimed it was slave labour. In May 2017, FIFA president Gianni Infantino admitted there had been human rights abuses of North Korean workers involved in the construction of Saint Petersburg's Zenit Arena. By June 2017, at least 17 workers had died on World Cup construction sites, according to Building and Wood Workers' International. In August, a group of eight US senators called on FIFA to consider dismissing Russia as the World Cup host if an independent investigation verified allegations of North Koreans being subjected to forced labor.
Racism and Neo-nazi symbols displayed in the past by some Russian football fans drew criticism, with documented incidents of racial chants, banners spewing hate-filled messages, and sometimes assaults on people from the Caucasus and Central Asia. In March 2015, FIFA's then Vice President Jeffrey Webb said that Russia posed a huge challenge from a racism standpoint, and that a World Cup could not be held there under the current conditions. On July, United Nations anti-discrimination official Yuri Boychenko said that Russian soccer authorities had failed to fully grasp what racism was and needed to do more to combat it. To address this as well as concerns of hooliganism in general, Russian intelligence services blacklisted over 400 fans from entering the stadiums by June 2018, with 32 other countries also sending officers to help local police screen attendees for valid ID cards.
Allegations of corruption in the bidding processes and concerns over bribery on the part of the Russian team and corruption by FIFA members for the 2018 and 2022 World Cups led to threats from England's FA to boycott the tournament. They claimed that four members of the executive committee had requested bribes to vote for England, and Sepp Blatter had said it had already been arranged before the vote that Russia would win. FIFA appointed Michael J. Garcia, a US attorney, to investigate and produce a report on the corruption allegations. Although the report was never published, FIFA released a 42-page summary of its findings as determined by German judge Hans-Joachim Eckert. Eckert's summary cleared Russia and Qatar of any wrongdoing, but was denounced by critics as a whitewash. Because of the controversy, the FA refused to accept Eckert's absolving Russia from blame. Greg Dyke called for a re-examination of the affair and David Bernstein called for a boycott of the World Cup. Garcia criticised the summary as being "materially incomplete" with "erroneous representations of the facts and conclusions", and appealed to FIFA's Appeal Committee. The committee declined to hear his appeal, so Garcia resigned to protest of FIFA's conduct, citing a "lack of leadership" and lack of confidence in Eckert's independence.
On 3 June 2015, the FBI confirmed that federal authorities were investigating the bidding and awarding processes for the 2018 and 2022 World Cups. In an interview published on 7 June 2015, Domenico Scala, the head of FIFA's Audit And Compliance Committee, stated that "should there be evidence that the awards to Qatar and Russia came only because of bought votes, then the awards could be cancelled". Prince William of Wales and former British Prime Minister David Cameron attended a meeting with FIFA vice-president Chung Mong-joon in which a vote-trading deal for the right to host the 2018 World Cup in England was discussed.
Teams
Qualification
For the first time in the history of the FIFA World Cup, all eligible nations—the 209 FIFA member associations except automatically qualified hosts Russia—applied to enter the qualifying process. Zimbabwe and Indonesia were later disqualified before playing their first matches, while Gibraltar and Kosovo, who joined FIFA on 13 May 2016 after the qualifying draw but before European qualifying had begun, also entered the competition. Places in the tournament were allocated to continental confederations, with the allocation unchanged from the 2014 World Cup. The first qualification game, between Timor-Leste and Mongolia, began in Dili on 12 March 2015 as part of the AFC's qualification, and the main qualifying draw took place at the Konstantinovsky Palace in Strelna, Saint Petersburg, on 25 July 2015.
Of the 32 nations qualified to play at the 2018 FIFA World Cup, 20 countries competed at the previous tournament in 2014. Both Iceland and Panama qualified for the first time, with the former becoming the smallest country in terms of population to reach the World Cup. Other teams returning after absences of at least three tournaments included: Egypt, returning to the finals after their last appearance in 1990; Morocco, who last competed in 1998; Peru, who last appeared in 1982; Senegal, competing for the second time after reaching the quarter-finals in 2002. Poland, Saudi Arabia, Tunisia and Sweden have also returned after 12 years. It was the first time three Nordic countries (Denmark, Iceland and Sweden) and four Arab nations (Egypt, Morocco, Saudi Arabia and Tunisia) qualified for the World Cup.
Notable teams that failed to qualify included: four-time champions Italy (for the first time since 1958), who were knocked out in a qualification play-off by quarter-finalists Sweden and were the highest-ranked team to not qualify; and the Netherlands, who were three-time runners-up and had finished in third place in 2014, had qualified for the last three World Cups, and failed to qualify for their second major tournament in a row, missing out on the UEFA Euro 2016 as well. Four reigning continental champions: 2017 Africa Cup of Nations winners Cameroon; two-time Copa América champions and 2017 Confederations Cup runners-up Chile; 2016 OFC Nations Cup winners New Zealand; and 2017 CONCACAF Gold Cup champions the United States (for the first time since 1986) also failed to qualify. The other notable qualifying streaks broken were for Ghana and Ivory Coast, both of which had qualified for the three previous tournaments. The lowest-ranked team to qualify was the host nation, Russia.
Note: Numbers in parentheses indicate positions in the FIFA World Rankings at the time of the tournament.
Draw
The draw was held on 1 December 2017 at 18:00 MSK at the State Kremlin Palace in Moscow. The 32 teams were drawn into eight groups of four, by selecting one team from each of the four ranked pots.
For the draw, the teams were allocated to four pots based entirely on the FIFA World Rankings of October 2017. Pot one contained the hosts Russia (who were automatically assigned to position A1) and the best seven teams. Pot two contained the next best eight teams, and so on for pots three and four. This was different from previous draws, when only pot one was based on FIFA rankings while the remaining pots were based on geographical considerations. However, teams from the same confederation still were not drawn against each other for the group stage, except that two UEFA teams could be in each group. The pots for the draw are shown below.
Squads
Initially, each team had to name a preliminary squad of 30 players, but in February 2018 this was increased to 35. From the preliminary squad, the team had to name a final squad of 23 players (three of whom had to be goalkeepers) by 4 June. Players in the final squad could be replaced for serious injury up to 24 hours prior to kickoff of the team's first match. These replacements did not need to have been named in the preliminary squad.
For players named in the 35-player preliminary squad, there was a mandatory rest period between 21 and 27 May 2018, except for those involved in the 2018 UEFA Champions League Final played on 26 May.
Officiating
On 29 March 2018, FIFA released the list of 36 referees and 63 assistant referees selected to oversee matches. On 30 April 2018, FIFA released the list of 13 video assistant referees, who acted solely in this capacity in the tournament.
Referee Fahad Al-Mirdasi of Saudi Arabia was removed on 30 May 2018 over a match-fixing attempt, along with his two assistant referees, compatriots Mohammed Al-Abakry and Abdulah Al-Shalwai. A new referee was not appointed, but two assistant referees, Hasan Al Mahri of the United Arab Emirates and Hiroshi Yamauchi of Japan, were added to the list. Assistant referee Marwa Range of Kenya also withdrew after the BBC released an investigation conducted by a Ghanaian journalist which implicated him in a bribery scandal.
Video assistant referees
Shortly after the International Football Association Board's decision to incorporate video assistant referees (VARs) into the Laws of the game (LOTG) on 16 March 2018, the FIFA Council took the much-anticipated step of approving the use of VAR for the first time in a FIFA World Cup tournament.
VAR operations for all games were operated from a single headquarters in Moscow, which received live video of the games and were in radio contact with the on-field referees. Systems were in place for communicating VAR-related information to broadcasters and visuals on stadiums' large screens were used for the fans in attendance.
VAR had a significant impact on several games. On 15 June 2018, Diego Costa's first goal against Portugal became the first World Cup goal based on a VAR decision; the first penalty as a result of a VAR decision was awarded to France in their match against Australia on 16 June and resulted in a goal by Antoine Griezmann. A record number of penalties were awarded in the tournament, a phenomenon partially attributed to VAR. Overall, the new technology was both praised and criticised by commentators. FIFA declared the implementation of VAR a success after the first week of competition.
Venues
Russia proposed the following host cities: Kaliningrad, Kazan, Krasnodar, Moscow, Nizhny Novgorod, Rostov-on-Don, Saint Petersburg, Samara, Saransk, Sochi, Volgograd, Yaroslavl, and Yekaterinburg. Each chosen city was located in European Russia (except Yekaterinburg, which is located in Asia but lies very close to the Europe-Asia border) in order to reduce travel time for the teams in the huge country. The bid evaluation report stated: "The Russian bid proposes 13 host cities and 16 stadiums, thus exceeding FIFA's minimum requirement. Three of the 16 stadiums would be renovated, and 13 would be newly constructed."
In October 2011, Russia reduced the number of stadiums from 16 to 14. Construction of the proposed Podolsk stadium in the Moscow Oblast was cancelled by the regional government. Also, in the capital, Otkritie Arena was competing with Dynamo Stadium over which would be constructed first.
The final choice of host cities was announced on 29 September 2012. The number of cities was reduced further to 11 and the number of stadiums to 12 as Krasnodar and Yaroslavl were dropped from the final list. Of the 12 stadiums used for the tournament, three (Luzhniki, Yekaterinburg and Sochi) had been extensively renovated and the other nine were brand new; $11.8 billion was spent on hosting the tournament.
Sepp Blatter had said in July 2014 that, given the concerns over the completion of venues in Russia, the number of venues for the tournament may be reduced from 12 to 10. He also said, "We are not going to be in a situation, as is the case of one, two or even three stadiums in South Africa, where it is a problem of what you do with these stadiums".
In October 2014, on their first official visit to Russia, FIFA's inspection committee and its head, Chris Unger, visited St. Petersburg, Sochi, Kazan and both Moscow venues. They were satisfied with the progress. On 8 October 2015, FIFA and the local organising committee agreed on the official names of the stadiums to be used during the tournament. Of the twelve venues, the Luzhniki Stadium in Moscow and the Saint Petersburg Stadium—the two largest stadiums in Russia—were used most; both hosted seven matches. Sochi, Kazan, Nizhny Novgorod and Samara each hosted six matches, including one quarter-final match each, while the Otkritie Stadium in Moscow and the Rostov Stadium hosted five matches, including one round-of-16 match each. Volgograd, Kaliningrad, Yekaterinburg and Saransk each hosted four matches, but did not host any knockout stage games.
Stadiums
Twelve stadiums in eleven Russian cities were built or renovated for the FIFA World Cup. Between 2010 (when Russia were announced as hosts) and 2018, nine of the twelve stadiums were built (some in place of older, outdated venues) and the other three were renovated for the tournament.
Kaliningrad: Kaliningrad Stadium (new). The first piles were driven into the ground in September 2015. On 11 April 2018 it hosted its first match.
Kazan: Kazan Arena (new). The stadium was built for the 2013 Summer Universiade. It has since hosted the 2015 World Aquatics Championships and the 2017 FIFA Confederations Cup. It serves as a home arena for FC Rubin Kazan.
Moscow: Luzhniki Stadium (heavily renovated). The largest stadium in the country, it was closed for renovation in 2013. It was commissioned in November 2017.
Moscow: Spartak Stadium (new). This stadium is the home arena to its namesake FC Spartak Moscow. In accordance with FIFA requirements, during the 2018 World Cup, it was called Spartak Stadium instead of its usual name Otkritie Arena. It hosted its first match on 5 September 2014.
Nizhny Novgorod: Nizhny Novgorod Stadium (new). Construction of this stadium commenced in 2015 and was completed in December 2017.
Rostov-on-Don: Rostov Arena (new). The stadium is located on the left bank of the Don. Construction was completed on 22 December 2017.
Saint Petersburg: Saint Petersburg Stadium (new). Construction commenced in 2007 after the site, formerly occupied by Kirov Stadium, was cleared. The project was officially completed on 29 December 2016. It has hosted 2017 FIFA Confederations Cup games and served as a venue for UEFA Euro 2020.
Samara: Samara Arena (new). Construction officially started on 21 July 2014 and was completed on 21 April 2018.
Saransk: Mordovia Arena (new). The stadium in Saransk was scheduled to be commissioned in 2012 in time for the opening of the all-Russian Spartakiad, but the plan was revised. The opening was rescheduled to 2017. The arena hosted its first match on 21 April 2018.
Sochi: Fisht Stadium (slightly renovated). This stadium hosted the opening and closing ceremonies of the 2014 Winter Olympics. Afterwards, it was renovated in preparation for the 2017 FIFA Confederations Cup and the 2018 World Cup.
Volgograd: Volgograd Arena (new). The main Volgograd arena was built on the demolished Central Stadium site, at the foot of the Mamayev Kurgan memorial complex. It was commissioned on 3 April 2018.
Yekaterinburg: Ekaterinburg Arena (heavily renovated). The Central Stadium of Yekaterinburg had been renovated for the FIFA World Cup. Its stands have a capacity of 35,000 spectators. The renovation project was completed in December 2017.
Team base camps
Base camps were used by the 32 national squads to stay and train before and during the World Cup tournament. On 9 February 2018, FIFA announced the base camps for each participating team.
Preparation and costs
Budget
At an estimated cost of over $14.2 billion as of June 2018, the 2018 FIFA event was the most expensive World Cup in history, surpassing the $11.6 billion cost of the 2014 FIFA World Cup in Brazil.
The Russian government had originally earmarked a budget of around $20 billion, which was later slashed to $10 billion, for World Cup preparations. Half was spent on transportation infrastructure. As part of the program to prepare for the 2018 FIFA World Cup, a federal sub-program—"Construction and Renovation of Transport Infrastructure"—was implemented with a total budget of ₽352.5 billion (rubles), with ₽170.3 billion coming from the federal budget, ₽35.1 billion from regional budgets, and ₽147.1 billion from investors. The biggest item of federal spending was the aviation infrastructure costing ₽117.8 billion. Construction of new hotels was a crucial area of infrastructure development in World Cup host cities. Costs continued to mount as preparations were underway.
Infrastructure spending
Platov International Airport in Rostov-on-Don was upgraded with automated air traffic control systems. Modern surveillance, navigation, communication, control, and meteorological support systems were also installed. Koltsovo Airport in Yekaterinburg was upgraded with radio-engineering tools for flight operation and received a second runway. Saransk Airport received a new navigation system; two new hotels were constructed in the city—the Mercure Saransk Centre (Accor Hotels) and Four Points by Sheraton Saransk as well as few other smaller accommodation facilities. In Samara, new tram lines were laid. Khrabrovo Airport in Kaliningrad was upgraded with radio navigation and weather equipment. Renovation and upgraded radio-engineering tools for flight operations was completed in the Moscow, Saint Petersburg, Volgograd, Samara, Yekaterinburg, Kazan and Sochi airports. On 27 March, the Russian Ministry of Construction Industry, Housing and Utilities Sector of reported that all communications within its area of responsibility had been commissioned. The last facility commissioned was a waste treatment station in Volgograd. In Yekaterinburg, where four matches were hosted, hosting costs increased to over ₽7.4 billion, exceeding the ₽5.6 billion rubles originally allocated from the state and regional budget.
Volunteers
Volunteer applications to the 2018 Russia Local Organising Committee opened on 1 June 2016. The 2018 FIFA World Cup Russia Volunteer Program received about 177,000 applications, and engaged a total of 35,000 volunteers. They received training at 15 Volunteer Centres of the local organising committee based in 15 universities, and in volunteer centres in the host cities. Preference, especially in key areas, was given to those with knowledge of a foreign language and volunteering experience, but not necessarily to Russian nationals.
Transport
Free public transport services were offered for ticketholders during the World Cup, including additional trains linking host cities, as well as services such as bus services within them.
Schedule
The full schedule was announced by FIFA on 24 July 2015 without kick-off times, which were confirmed later. On 1 December 2017, following the final draw, FIFA adjusted six kick-off times.
Russia was placed in position A1 in the group stage and played in the opening match at the Luzhniki Stadium in Moscow on 14 June against Saudi Arabia, the two lowest-ranked teams of the tournament at the time of the final draw. The Luzhniki Stadium also hosted the second semi-final on 11 July and the final on 15 July. The Krestovsky Stadium in Saint Petersburg hosted the first semi-final on 10 July and the third place play-off on 14 July.
Opening ceremony
The opening ceremony took place on Thursday, 14 June 2018, at the Luzhniki Stadium in Moscow, preceding the opening match of the tournament between hosts Russia and Saudi Arabia.
At the start of the ceremony, Russian president Vladimir Putin gave a speech, welcoming the countries of the world to Russia and calling football a uniting force. Brazilian World Cup-winning striker Ronaldo entered the stadium with a child in a Russia jersey. Pop singer Robbie Williams then sang two of his songs solo before he and Russian soprano Aida Garifullina performed a duet. Dancers dressed in the flags of the 32 competing teams appeared carrying a sign with the name of each nation. At the end of the ceremony Ronaldo reappeared with the official match ball which had returned from the International Space Station in early June.
Young participants of the international children's social programme Football for Friendship from 211 countries and regions took part in the opening ceremony of the FIFA World Cup at the Luzhniki stadium.
Group stage
Competing countries were divided into eight groups of four teams (groups A to H). Teams in each group played one another in a round-robin, with the top two teams advancing to the knockout stage. Ten European teams and four South American teams progressed to the knockout stage, together with Japan and Mexico.
For the first time since 1938, Germany, the reigning champions, were eliminated in the first round. This was the third consecutive tournament in which the holders were eliminated in the first round, after Italy in 2010 and Spain in 2014. No African team progressed to the second round for the first time since 1982. The fair play criteria came into use for the first time when Japan qualified over Senegal because the team had received fewer yellow cards. Only one match, France versus Denmark, was goalless. Until then there were a record 36 straight games in which at least one goal was scored. All times listed below are local time.
Group A
Group B
Group C
Group D
Group E
Group F
Group G
Group H
Knockout stage
In the knockout stages, if a match was level at the end of normal playing time, extra time was played (two periods of 15 minutes each) and followed, if necessary, by a penalty shoot-out to determine the winners. If a match went into extra time, each team was allowed to make a fourth substitution, the first time this had been allowed in a FIFA World Cup tournament. Below is the bracket for the knockout round of the tournament, teams in bold denote match winners.
Bracket
Round of 16
Quarter-finals
Semi-finals
Third place play-off
Final
Statistics
Goalscorers
There were 169 goals scored in 64 matches, for an average of 2.64 goals per match.
Twelve own goals were scored during the tournament, doubling the record of six set in 1998.
Goals scored from penalty shoot-outs are not counted towards an individual player's goal count.
6 goals
4 goals
3 goals
2 goals
1 goal
1 own goal
Source: FIFA
Discipline
In total, only four players were sent off in the entire tournament, the fewest since 1978. International Football Association Board technical director David Elleray stated a belief that this was due to the introduction of VAR, since players would know that they would not be able to get away with anything under the new system.
A player is automatically suspended for the next match for the following offences:
Receiving a red card (red card suspensions may be extended for serious offences)
Receiving two yellow cards in two matches; yellow cards expire after the completion of the quarter-finals (yellow card suspensions are not carried forward to any other future international matches)
The following suspensions were served during the tournament:
Final standings
Awards
The following awards were given at the conclusion of the tournament. The Golden Boot (top scorer), Golden Ball (best overall player) and Golden Glove (best goalkeeper) awards were all sponsored by Adidas.
Dream Team
The users of FIFA.com elected their Fan Dream Team.
Additionally, FIFA.com shortlisted 18 goals for users to vote on as the tournament's best. The poll closed on 23 July. The award was sponsored by Hyundai.
All-Star Team
FIFA published an All-Star Team, this year called the Fantasy Team, based on player performances evaluated through statistical data.
Prize money
Prize money amounts were announced in October 2017.
Marketing
Branding
The tournament logo was unveiled on 28 October 2014 by cosmonauts at the International Space Station and then projected onto Moscow's Bolshoi Theatre during an evening television programme. Russian Sports Minister Vitaly Mutko said the logo was inspired by "Russia's rich artistic tradition and its history of bold achievement and innovation", and FIFA president Sepp Blatter stated that it reflected the "heart and soul" of the country. For branding, Portuguese design agency Brandia Central created materials in 2014, with a typeface called Dusha – душа (Russian for 'soul') – designed by Brandia Central and edited by Adotbelow of the DSType Foundry in Portugal.
Ticketing
The first phase of ticket sales started on 14 September 2017, 12:00 Moscow Time, and lasted until 12 October 2017.
The general visa policy of Russia did not apply to participants and spectators, who were able to visit Russia without a visa right before and during the competition regardless of their citizenship. Spectators were nonetheless required to register for a "Fan-ID", a special photo identification pass. A Fan-ID was required to enter the country visa-free, while a ticket, Fan-ID and a valid passport were required to enter stadiums for matches. Fan-IDs also granted World Cup attendees free access to public transport services, including buses, and train service between host cities. Fan-ID was administered by the Ministry of Digital Development, Communications and Mass Media, which could revoke this accreditation at any time to "ensure the defence capability or security of the state or public order".
Merchandise
On 29 May 2018, Electronic Arts released a free update to their video game FIFA 18 that added content related to the 2018 FIFA World Cup. The expansion included a World Cup tournament mode with all teams and stadiums from the event, official television presentation elements, and World Cup-related content for the Ultimate Team mode.
Panini continued their partnership with FIFA by producing stickers for their World Cup sticker album. Panini also developed an app for the 2018 World Cup where fans could collect and swap virtual stickers, with 5 million fans gathering digital stickers for the tournament.
Symbols
Mascot
The tournament's official mascot was unveiled on 21 October 2016, and selected through a design competition among university students. A public vote was used to select the mascot from three finalists—a cat, a tiger, and a wolf. The winner, with 53% or approximately 1 million votes, was Zabivaka—an anthropomorphic wolf dressed in the colours of the Russian national team. Zabivaka's name is a portmanteau of the Russian words забияка ("hothead") and забивать ("to score"), and his official backstory states that he is an aspiring football player who is "charming, confident and social".
Match ball
The official match ball, the "Telstar 18", was unveiled on 9 November 2017. It was based on the name and design of the first Adidas World Cup ball from 1970. A special red-coloured variation, "Telstar Mechta", was used for the knockout stage of the tournament. The word mechta (Russian: мечта) means "dream" or "ambition".
Goalkeepers noted that the ball was slippery and prone to having unpredictable trajectory. In addition, two Telstar 18 balls popped in the midst of a first-round match between France and Australia, leading to further discussions over the ball's performance.
Music
The official song of the tournament was "Live It Up", with vocals by Will Smith, Nicky Jam and Era Istrefi, released on 25 May 2018. Its music video was released on 8 June 2018.
Other controversies
Thirty-three footballers who were alleged to be part of the Russian steroid programme are listed in the McLaren Report. On 22 December 2017, it was reported that FIFA had fired a doctor who had been investigating doping in Russian football. On 22 May 2018, FIFA stated that the investigations concerning all Russian players named for the provisional squad of the FIFA World Cup in Russia had been completed, with the result that insufficient evidence was found to support anti-doping rule violations. FIFA's medical committee also decided that Russian personnel would not be involved in performing drug testing procedures at the tournament, an action taken to reassure teams that samples would not be tampered with.
Russia relaxed its visa rules during the World Cup, allowing Fan ID holders to enter and exit Russia without a visa through 31 December 2018. Traffickers exploited this system to bring foreign sex trafficking victims into the country, especially from Nigeria. Reuters had raised concerns about the victims' conditions, who had allegedly been forced into prostitution, with some of them enduring violent abuse. Russian authorities were accused of doing little to fix to the issue, allegedly because many locals blamed the victims for falling into prostitution.
Response to Skripal poisoning
In response to the March 2018 poisoning of Sergei and Yulia Skripal, British prime minister Theresa May announced that no British ministers or members of the royal family would attend the World Cup, and issued a warning to any travelling England fans. Russia responded to the comments from the UK Parliament claiming that the West are trying to "take the World Cup out of Russia". The Russian Foreign Ministry denounced Boris Johnson's statements that compared the event to the 1936 Olympics held in Nazi Germany as "poisoned with venom of hate, unprofessionalism and boorishness" and "unacceptable and unworthy" parallel towards Russia, a "nation that lost millions of lives in fighting Nazism".
Critical reception
At the close of the World Cup, Russia was widely praised for its success in hosting the tournament, with Steve Rosenberg of the BBC deeming it "a resounding public relations success" for Putin, adding: "The stunning new stadiums, free train travel to venues and the absence of crowd violence has impressed visiting supporters. Russia has come across as friendly and hospitable: a stark contrast with the country's authoritarian image. All the foreign fans I have spoken to are pleasantly surprised."
Despite the British Foreign Office and MPs repeatedly warning English football fans travelling to Russia of "racist or homophobic intimidation, hooligan violence and anti-British hostility", fans who did travel said they received a warm welcome from ordinary citizens after arriving in Russia.
FIFA president Gianni Infantino stated: "Everyone discovered a beautiful country, a welcoming country, that is keen to show the world that everything that has been said before might not be true. A lot of preconceived ideas have been changed because people have seen the true nature of Russia." Infantino has proclaimed Russia 2018 to be "the best World Cup ever." 98 percent of the stadiums were sold out, there were 3 billion viewers on TV around the world and 7 million fans visited the fan fests. It was the most viewed World Cup to date, and the third most viewed television broadcast, surpassing the Beijing Olympics in 2008.
Broadcasting rights
FIFA, through several companies, sold the broadcasting rights for the 2018 FIFA World Cup to various local broadcasters. After having tested the technology at limited matches of the 2013 FIFA Confederations Cup, and the 2014 FIFA World Cup (via private tests and public viewings in the host city of Rio de Janeiro), the 2018 World Cup was the first World Cup in which all matches were produced in 4K ultra high definition. Host Broadcast Services (HBS) stated that at least 75% of the broadcast cut of each match would come from 4K cameras (covering the majority of main angles), with instant replays and some camera angles being converted up from 1080p high definition sources with limited degradation in quality. These broadcasts were made available from selected rightsholders and television providers.
In February 2018, Ukrainian rightsholder UA:PBC stated that it would not broadcast the World Cup due to existing tensions with Russia amidst the Russo-Ukrainian War. This came in the wake of growing boycott of the tournament by the Football Federation of Ukraine and sports minister Ihor Zhdanov. Additionally, the FFU refused to accredit journalists for the World Cup and waived their quota of tickets. However, the Ukrainian state TV still broadcast the World Cup, and more than 4 million Ukrainians watched the opening match.
Broadcast rights to the tournament in the Middle East were hampered by an ongoing diplomatic crisis in Qatar, which saw Bahrain, Egypt, Saudi Arabia, and the United Arab Emirates cut diplomatic ties with Qatar—the home country of FIFA's Middle East and Africa rightsholder beIN Sports—in June 2017, over its alleged state support of terrorist groups. On 2 June 2018, beIN pulled its channels from Du and Etisalat, but with service to the latter restored later that day. Etisalat subsequently announced that it would air the World Cup in the UAE, and continue to offer beIN normally and without interruptions. In Saudi Arabia, beIN was banned from doing business; as a result, its channels and other content have been widely and illegally repackaged by a broadcaster identifying itself as "beoutQ". While FIFA attempted to negotiate the sale of a package consisting of Saudi matches and the final indirectly, they were unable to do so. On 12 July 2018, FIFA stated that it had "engaged counsel to take legal action in Saudi Arabia and is working alongside other sports rights owners that have also been affected to protect its interests."
In the United States, the 2018 World Cup was the first men's World Cup whose English rights were held by Fox Sports, and Spanish rights held by Telemundo. The elimination of the United States in the qualifiers led to concerns that U.S. interest and viewership of this World Cup would be reduced, noting that "casual" viewers of U.S. matches caused them to peak at 16.5 million in 2014, and determined how much Fox paid for the rights. During a launch event prior to the elimination, Fox stated that it had planned to place a secondary focus on the Mexican team in its coverage to take advantage of their popularity among Hispanic and Latino Americans. Fox stated that it was still committed to broadcasting a significant amount of tournament coverage. Viewership was down overall compared to 2014; match scheduling and time zones were not as favourable to viewers in the Americas as they were in 2014. Many games aired in the morning hours, although Telemundo's broadcast of the Mexico-Sweden Group F match was announced as being its most-watched weekday daytime program in the network's history.
Unlike previous tournaments, where the rights were bundled with those of South Korea, Korean Central Television acquired rights to the 2018 World Cup within North Korea. Broadcasts only began with the round of 16, and matches were tape delayed and edited for time. In addition, matches involving Japan were excluded from the broadcasts, due to strained relations and campaigns against the country.
Sponsorship
Audience
A combined 3.572 billion unique viewers (live global 1-minute reach) – more than half of the global population aged four and over – tuned in to world football's ultimate competition, according to audience data for official broadcast coverage of the 2018 FIFA World Cup.
The average global live audience for every game of the tournament was 191 million viewers (for a cumulative live audience of 12.224 billion viewers), a 2.1% increase over the 2014 tournament average of 187 million viewers, including that average audience in the early stages (group stage and round of 16) were bigger than in 2014. However, in 2018, the audience was 15 percent smaller for the semi-finals, 17 percent for the third place play-off, and 5.1 percent for the final, which was watched by 517 million people on average (only in-home TV viewers), compared to 545 million in 2014. Presumably, the reason for that is the smaller countries involved in the top four games compared to those in 2014, and only one global region (Europe) being represented in 2018 (compared to South America and Europe in 2014). However the live global 1-minute reach of the final was 1.12 billion people (884.37 in-home TV viewers and 231.82 million out-of-home and (or) digital-only viewers).
See also
FIFA World Cup
FIFA World Cup hosts
2017 FIFA Confederations Cup
2019 FIFA Women's World Cup
References
External links
FIFA.com 2018 website
Official Technical Report
Results at RSSSF
Official Film on YouTube |
Diego_Costa | https://en.wikipedia.org/wiki/Diego_Costa | [
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] | [
"https://en.wikipedia.org/wiki/Diego_Costa#Spain"
] | Diego da Silva Costa (Spanish: [ˈdjeɣo ða ˈsilβa ˈkosta], Portuguese: [ˈdʒjeɡu dɐ ˈsiwvɐ ˈkɔstɐ]; born 7 October 1988) is a professional footballer who plays as a striker for Campeonato Brasileiro Série A club Grêmio.
Costa began his football career in his native Brazil before joining Braga in Portugal in 2006, aged 17. He never played for the club but spent time on loan at Penafiel, and signed with Atlético Madrid the following year. Over the next two seasons he had loan periods with Braga, Celta Vigo and Albacete. His form earned him a move to fellow La Liga club Real Valladolid in 2009, where he spent one season, finishing as their top goalscorer, before returning to Atlético Madrid. Costa struggled to maintain a regular starting role with Atlético, and spent more time on loan, this time at Rayo Vallecano, where he finished as the club's highest scorer that season.
In 2011, Costa returned to Atlético with a greater role. He blossomed as a goalscorer, and helped the team win a La Liga title, a Copa del Rey title, and a UEFA Super Cup, as well as reaching the 2014 UEFA Champions League final. In 2014, he was signed by Premier League club Chelsea in a deal worth €35 million (£32 million). In London, Costa won three trophies, including two Premier League titles and a League Cup. In 2018, following a rift with head coach Antonio Conte, Costa returned to Atlético Madrid in a club record transfer worth an initial €56 million, where he won a UEFA Europa League title and another UEFA Super Cup.
Costa is a dual citizen of Brazil and Spain. He played twice for Brazil in 2013, before declaring his desire to represent Spain, having been granted Spanish citizenship in September that year. He made his debut for Spain in March 2014, and has since won 24 caps and scored 10 goals, and has represented them at the 2014 and 2018 FIFA World Cups.
Known for his fiery temperament, Costa has been criticised and punished for several confrontations with opponents.
Early life
Costa was born in Lagarto, Sergipe, Brazil, to parents José de Jesus and Josileide. His father named him in honour of Argentine footballer Diego Maradona despite the rivalry between the two nations, and he has an elder brother named Jair after Brazilian player Jairzinho. Despite regularly playing street football, Costa did not believe as a child that he would turn professional, in part due to the remote location of his hometown. He has since set up a football academy in his hometown, where he pays all the costs. Costa is a fan of Palmeiras.
Costa trialled unsuccessfully at his hometown team Atlético Clube Lagartense. At age 15, he left Sergipe and moved to São Paulo, to work in the store of his uncle Jarminho. Although he was never a professional, Jarminho had connections in football and recommended his nephew to Barcelona Esportivo Capela, a team from the south of the city set up as an alternative to drugs and gangs for youth of the favelas. Before joining this team, he had never been coached in football. He turned professional at the club, earning around £100 per month, and competed in the under-18 Taça de São Paulo despite a four-month ban for slapping an opponent and dissent towards the referee. Although he was sent off in the first game of the tournament, he attracted the attention of renowned Portuguese agent Jorge Mendes, who offered him a contract at Braga. Costa's father was apprehensive of sending his son to Europe, and suggested he instead sign for nearby Associação Desportiva São Caetano, but he was adamant that he would take the opportunity.
Jair played on the same team as Diego, and was a slimmer, more technically able player, but had less focus; the two were often not fielded at the same time in order to prevent arguments. He never turned professional, but had a three-month trial at Basque club Salvatierra.
Club career
Early career
Costa signed for his first European club in February 2006, Portugal's Braga. He initially struggled with loneliness and the comparatively cold weather of northern Portugal. Out of action due to the club's lack of a youth team, he was loaned that summer to Penafiel in the second division, managed by former Portugal international Rui Bento, who desired the "rough diamond".
Through his negotiations with Spain's Atlético Madrid, Mendes arranged Costa's transfer for €1.5 million and 50% of the player's rights in December 2006, but he remained on loan at Braga until the end of the season. Atlético defeated interest from Porto and Recreativo de Huelva for Costa's signature, with director Jesús García Pitarch admitting that it was a risk to pay so much for an inexperienced player. After 5 goals in 13 games for Penafiel, he was recalled to Braga in January 2007. On 23 February, he came on in the 71st minute for Zé Carlos and scored his first goal for the team, a last-minute goal for a 1–0 win at Parma to advance 2–0 on aggregate to the Last 16 of the UEFA Cup. His season ended after seven games due to a metatarsal injury which ruled him out for six months.
Costa was presented by Atlético Madrid president Enrique Cerezo on 10 July 2007 as "the new Kaká". While scout Javier Hernández wished for him to return to fitness in the club's reserves, García Pitarch instead suggested loaning Costa out immediately. He made his debut on 11 August in the Ciudad de Vigo tournament against Celta de Vigo, replacing Simão at half-time in a penalty shootout victory.
Celta Vigo
Later that month, Costa and Mario Suárez were loaned to Segunda División side Celta de Vigo for the season, and Costa became a regular in the team, managed by former Ballon d'Or winner Hristo Stoichkov. In his seventh league match, he scored his first goal in Spanish football in a dominant home victory over Xerez; after scoring, he showboated, causing a brawl which resulted in him being sent off. Costa was subsequently rested from Celta's away game at the same opposition. The event drew the wrath of Stoichkov, who unexpectedly left his position. Towards the middle of the season, he was involved in two further controversies: he struck Málaga defender Weligton in the head, causing an injury which required medical stitches, and was sent off against Sevilla Atlético for diving and dissent, leaving his team to fight for a draw without him. The loyal strike partner of Quincy Owusu-Abeyie despite the pair not sharing a common language, he was dropped for Cypriot Ioannis Okkas. On 23 March 2008, Costa scored both Celta goals in a 2–1 win at Numancia, the latter after a long dribble; but later on in the campaign, he was sent off against Tenerife at Balaídos, after which Celta went from winning 2–0 to drawing 2–2. The team barely avoided relegation, and Costa earned a reputation for being a disruptive influence.
Albacete
Despite earning a poor reputation for his conduct, Costa attracted interest from Salamanca, Gimnàstic de Tarragona and Málaga after his loan at Celta; García Pitarch ruled out any approach from the latter, fearing how Costa would behave on the Costa del Sol. After attending Atlético's pre-season tour of Mexico, he signed on loan for Albacete, also of Segunda División, on 22 August 2008, signing a contract which would have a lower fee depending on how many games he played. He initially threatened to terminate his deal with the Castile-La Mancha team, on account of the quality of his teammates and the city's lack of a beach. Nine days after signing, he scored a late winner in a 2–1 victory over Sevilla's reserves at the Estadio Carlos Belmonte. The Queso Mecánico suffered with financial problems during Costa's loan, with him threatening to strike unless their non-playing staff were paid in full. He was dropped to the bench by manager Juan Ignacio Martínez for the home game against Real Sociedad on 13 December as punishment for an argument with goalkeeper Jonathan, but came on as a substitute to score another late winner.
Costa was known for misbehaviour on and off the pitch while at Albacete. He was sent off away to Tenerife, after which he slandered the referee's mother and confronted his opponents. He pulled practical jokes on his teammates and employers, earning him the moniker "that fucking Brazilian". However, he was a central figure as they avoided relegation, assisting twice in a 3–0 win at high-flying Rayo Vallecano on 2 May 2009, despite missing a penalty.
Valladolid
In the summer of 2009, Costa was desired by Barcelona for their reserve team, an approach which Atlético rejected, citing that he remained in their plans. Frustrated by his lack of opportunities, however, a now overweight Costa argued with his management and attempted to negotiate a move to Brazil's Esporte Clube Vitória.
On 8 July 2009, Costa was sold to Real Valladolid as part of the deal that sent goalkeeper Sergio Asenjo in the opposite direction, with the transfer including a €1 million buy-back option that could be activated by Atlético at the end of the season. García Pitarch confessed that there was a verbal agreement that Costa would definitely return at the end of the campaign, and that the deal had been made to look permanent in order to give Costa more commitment to his new club.
Initially, Costa had competition up front from fellow new signings Alberto Bueno and Manucho, signed from Real Madrid and Manchester United respectively; he eventually forged a friendship with the latter, a fellow lusophone, from Angola. He started strong for the Castile and León side, scoring 6 times in his first 12 games, but only found the net once in the following five-and-a-half months as the campaign eventually ended in relegation from La Liga. He was sent off in a goalless draw against Espanyol on 24 March 2010 for a stamp on Dídac Vilà in the first half.
Atlético Madrid
2010–13
In June 2010, Costa returned to the Colchoneros, initially as a backup to Sergio Agüero and Diego Forlán – Atlético also paid an undisclosed sum to Braga to buy all the residual 30% economic rights (the former also had to pay in excess of €833,000 in agent's fees to Gestifute). He was an unused substitute as Atlético won the 2010 UEFA Super Cup on 27 August.
On 26 September, with the injured Agüero on the substitutes bench, Costa scored the game's only goal at home against Real Zaragoza. On 3 April of the following year, already as a starter after manager Quique Sánchez Flores demoted Forlán from his position, Costa scored all of his team's goals in a 3–2 win at Osasuna.
In July 2011, during Atlético's pre-season, Costa suffered a serious knee injury, going on to miss the majority of the season. The injury prevented him from passing a medical at Turkish club Beşiktaş, having already agreed to transfer to them. On 23 January 2012, Costa was loaned to fellow league club Rayo Vallecano until June; he scored four goals in his first three appearances, including two in a 5–3 away win against Levante, eventually finishing his loan spell with 10 goals from 16 games.
For the second time in his career, Costa was an unused substitute as Atlético won the UEFA Super Cup on 1 September 2012. That December, Costa was involved in several on-field altercations in two separate matches. The first was in a 0–2 local derby loss against Real Madrid where he avoided disciplinary action after spitting incidents between him and Sergio Ramos. He was sent off in the following game at Viktoria Plzeň in the UEFA Europa League for headbutting opponent David Limberský, and was handed a four-match ban by UEFA. This, however, did not deter coach Diego Simeone from continuing to start him, and he responded by scoring three goals in two home contests, against Deportivo de La Coruña in the league (6–0) and Getafe in the season's Copa del Rey (3–0).
After the Copa del Rey semi-finals against Sevilla, Costa took his goal tally in the competition to seven in as many matches, having scored three times in the tie. In the first leg he scored two penalties in a 2–1 win and, in the second at the Ramón Sánchez Pizjuán, scored one after an individual effort and assisted Radamel Falcao in the other, also being involved in incidents which resulted in two opposing players – Gary Medel and Geoffrey Kondogbia – being sent off in the 2–2 draw.
Costa scored Atlético's equalising goal in the Copa del Rey final clash against city rivals Real Madrid on 17 May 2013, contributing to the 2–1 triumph – the first in 25 games in a streak stretching back to 1999 – and the tenth win in the tournament, confirmed by Miranda's extra-time header. He and opponent Cristiano Ronaldo had gone into the match as joint top scorers in the tournament, and thus Costa's eighth goal made him the top scorer.
2013–14 season
In August 2013, Costa was heavily linked with a move to Liverpool, who allegedly matched his release clause of €25 million and offered him three times his salary at Atlético. Costa, however, chose to stay at the club and renewed his contract until 2018, while also doubling his wages; a few days after this, in the first match of the new season on 19 August, he scored a brace in a 3–1 win at Sevilla.
On 24 September, Costa scored both goals in a 2–1 home triumph over Osasuna to help his team stay level on points with league leaders Barcelona through six games. Four days later, in the Madrid derby, he scored the only goal of the game to record a second win over Real at the Santiago Bernabéu in under five months. For his performances, he was crowned the inaugural La Liga Player of the Month for September 2013. By his 25th birthday on 7 October, he had scored ten goals in eight league matches, equalling his tally from the previous season. All of those matches were won by Atlético, setting a new record for the best start to a season. On 23 November 2013, Costa scored an overhead volley from a cross by Gabi in a win over Getafe; the goal was nominated for the FIFA Puskás Award.
On 22 October 2013, Costa marked his UEFA Champions League debut with two goals against Austria Wien, the first coming after a fine individual effort in an eventual 3–0 group stage away win. On 19 February 2014, in the first knockout round's first leg, he scored the game's only goal at Milan, scoring seven minutes from time after a corner kick from Gabi; he added a further two in the second match, helping Atlético to a 4–1 victory that put them into the quarter-finals for the first time in 17 years.
On 30 April 2014, Costa won and converted a penalty in the second leg of the Champions League semi-final against Chelsea, as Atlético won 3–1 at Stamford Bridge and advanced to the final of the competition for the first time since 1974. He finished the league season with 27 league goals to become the third highest scorer, and the team won the title for the first time since 1996, but he was substituted after 16 minutes of the last match of the season against Barcelona due to a hamstring injury. Atlético sought to cure this injury before the upcoming Champions League final against Real Madrid by sending him to Belgrade for treatment with a horse placenta, and he was included in the starting line-up for the decisive match. However, he left the pitch after eight minutes in an eventual 1–4 loss; manager Diego Simeone later admitted a personal mistake in selecting the player to start the final despite his recent injury. Costa scored eight goals during the Champions League campaign, equalling the record held by Vavá since 1959 for most in a season by an Atlético player, and in his entire career was in the top ten Atlético players by goal average. At the season's LFP Awards, he was nominated for the league's Best Forward, losing out to Cristiano Ronaldo.
Chelsea
Having completed his medical in June, Chelsea announced on 1 July 2014 that they had agreed to meet the £32 million buy-out clause in Costa's contract. On 15 July, Chelsea confirmed the completion of the signing of Costa, who signed a five-year contract on a salary of £150,000 a week. On signing, Costa said, "I am very happy to sign for Chelsea. Everybody knows it is a big club in a very competitive league, and I am very excited to get started in England with a fantastic coach and team-mates. Having played against Chelsea last season I know the high quality of the squad I am joining". Following the departure of former Chelsea striker Demba Ba, Costa inherited his number 19 shirt, the same number he wore at the 2014 World Cup for Spain and previously at Atlético.
2014–15 season
Costa scored on his Chelsea debut on 27 July, running onto a through ball from Cesc Fàbregas in a 2–1 friendly win against Slovene club Olimpija. His first competitive match was Chelsea's first game of the league season, away to Burnley on 18 August, scoring the team's equaliser in a 3–1 victory. He scored in his third consecutive match on 30 August, the first and last goals of a 6–3 win at Everton, the first goal coming after 35 seconds. Costa was given the Premier League Player of the Month award for August 2014. He completed his first Premier League hat-trick in his fourth game of the season against Swansea City as Chelsea continued their perfect start to the season with a 4–2 win. With seven, Costa holds the record for most goals in his first four Premier League matches, surpassing the tally of six by both Sergio Agüero and Micky Quinn. In spite of his form at the start of the season, Costa had been suffering from a recurring hamstring problem which limited his participation in training; manager José Mourinho said that it would not heal until mid-November.
Costa scored his tenth goal of the league season to give Chelsea a 2–1 win away to Liverpool on 8 November, preserving their unbeaten start to the campaign. In January, Costa was charged by the FA in relation to a stamp on Emre Can during Chelsea's win over Liverpool in the League Cup semi-finals, and was given a three-match ban. Costa won his first trophy for Chelsea on 1 March, as they defeated Tottenham Hotspur 2–0 to win the League Cup at Wembley Stadium; he scored the second goal of the game.
On 26 April, Costa was chosen of one of two forwards for the season's PFA Team of the Year, alongside Tottenham's Harry Kane. Five of Costa's Chelsea teammates were also in the selection. Due to injury, he was due to miss the remainder of the season, in which Chelsea won the league title with a 1–0 home win over Crystal Palace on 3 May. However, he featured in their last match of the season on the 24th, replacing the injured Didier Drogba after half an hour against Sunderland. Seven minutes later, he scored his 20th goal of the league campaign, an equalising penalty in an eventual 3–1 home win.
With reports speculating that Costa wanting to leave Chelsea, Costa affirmed on 2 June 2015 after Chelsea's post-season tour that he had no desire to leave London, saying, "It's always a bit more difficult in the first season for adaptation, but I have no reason to leave this place, I love it, the fans love me, and I want to stay. It's really good to come in the first season [to Chelsea] and win two things [the Premier League and the League Cup titles]. Next year I'll be ready to come back and, hopefully, win a couple more trophies."
2015–16 season
Due to injury, Costa missed the 2015 FA Community Shield, which Chelsea lost 1–0 to rivals Arsenal. On 23 August, he scored his first goal of the campaign in a 2–3 win at West Bromwich Albion, which was Chelsea's first victory of the campaign, set up by international teammate Pedro. He scored his first Champions League goal for the team on 16 September, a volley from a Cesc Fàbregas ball in a 4–0 win over Maccabi Tel Aviv.
Three days later, Costa was involved in controversy in a 2–0 home win over Arsenal; he repeatedly slapped Laurent Koscielny and chest-bumped him to the ground, and then confronted Gabriel, who allegedly tried to kick him and was sent off, though footage from ESPN Brazil later showed that little to no contact actually took place. He escaped any punishment at the time. His conduct was deemed "disgusting" by visiting manager Arsène Wenger, and teammate Kurt Zouma initially reacted by saying, "Diego likes to cheat a lot," but later clarified that he meant that "Diego is a player who puts pressure on his opponents". As a consequence, on 21 September, he was charged with violent conduct by the FA. and the following day he was given a three-match suspension. Gabriel's red card was also rescinded, although he was given a one-match ban and £10,000 fine for improper conduct after failing to leave the pitch immediately. After this incident, the Daily Express wrote that Costa was "named as [the] Premier League's dirtiest player".
After a 1–0 defeat at Stoke City on 7 November, a Britannia Stadium steward made an allegation of assault against Costa, which was resolved without further action. Also that month, Costa was again involved in a skirmish with Liverpool's Martin Škrtel, where he appeared to dig his boot into the Slovak defender's chest, but escaped punishment by the FA. On 29 November, Costa was an unused substitute in a match against Tottenham and threw his bib on the floor when Ruben Loftus-Cheek was sent on at his expense. Mourinho told the media that, "For me his behaviour is normal. A top player on the bench will not be happy."
Costa, Oscar and Fàbregas were targeted by Chelsea supporters as the players whose poor form led to the dismissal of popular manager José Mourinho in December 2015. Costa scored twice in the first game under interim replacement Guus Hiddink, a 2–2 home draw against Watford. Costa, who played in a protective mask after breaking his nose in training, improved his form under the Dutchman, scoring seven times in his first eight games under the new management.
On 12 March 2016, Costa received his first red card in a Chelsea shirt near the end their 2–0 FA Cup quarter-final defeat to Everton for confronting opponent Gareth Barry. Footage appeared to show Costa biting Barry during that confrontation after clashing heads. Earlier in the match, Costa appeared to spit in the direction of the referee after he was yellow carded for a clash with Barry. Later, both Costa and Barry denied that the bite occurred. Costa's two-match ban was extended to three, and he was fined £20,000. On 2 May, as Chelsea drew 2–2 against Tottenham to deny them the title, Costa was gouged in the eyes by Mousa Dembélé during a mass brawl; the Belgian received a retrospective six-match ban.
2016–17 season
On 15 August 2016, Costa scored a late winner against West Ham United to give Chelsea a 2–1 win in their season opener. During the match, he caught opposing goalkeeper Adrián with a late challenge when already on a yellow card, but did not receive a second yellow and went on to score the winner; Adrián stated after the match that he was fortunate not to be seriously injured. On 15 October, he scored in a 3–0 over reigning Premier League champions Leicester City, and on 20 November Costa became the first player to reach ten league goals for the season, with the only one of the game at Middlesbrough. With two goals and two assists for league leaders Chelsea, he was voted Premier League Player of the Month for the second time in November 2016, with his manager Antonio Conte picking up the equivalent.
In January 2017, Costa fell out with Conte and was dropped from the team, amidst interest from the Chinese Super League. A potential move to Tianjin Quanjian F.C. was curtailed by the league limiting the number of foreign players in each team. He returned to Chelsea's starting line-up on 22 January, opening a 2–0 win over Hull City, his 52nd goal on his 100th appearance. Costa was Chelsea's top scorer with 20 goals as they regained the Premier League title. On 27 May, he scored an equaliser in the 2017 FA Cup Final against Arsenal, a 2–1 loss.
2017–18 season
In June 2017, Costa was told by Conte that he was not part of his plans for the coming season and that he was free to move to another team via text message. Although Costa was linked to potential moves to the likes of Milan, Monaco, and Everton, he stated that he would only be open to moving back to his former team Atlético Madrid. Costa attempted to find a legal solution through his lawyer in pushing for a move back to Madrid, and said that Chelsea were treating him like a "criminal" by demanding a high transfer fee for his exit. He was excluded from training with the first-team, but was named in the Premier League squad, yet left out of the Champions League squad.
Return to Atlético Madrid
On 21 September 2017, Chelsea announced that Costa would return to Atlético at the start of the next transfer window in January 2018. On 26 September 2017, it was announced that after passing medical tests Costa signed a contract with Atlético. He was registered and became eligible to play after 1 January 2018, due to a transfer ban imposed on Atlético.
On 3 January 2018, he scored on his return game against Lleida Esportiu in the Copa del Rey round of 16, just five minutes after being substituted on for Ángel Correa in the 64th minute. Three days later in his first league game back, he started in a 2–0 win over Getafe at the Wanda Metropolitano and scored the second goal. However, having already been cautioned for a stray elbow on Djene Dakonam, he was cautioned for a second time for charging into the stands to celebrate his goal, thus being sent off. ESPN FC credited Costa as being a key element in Antoine Griezmann's return to form, opining that Costa's "physical presence at centre-forward has understandably distracted opposition defenders quite a lot. Griezmann has now taken up a roaming No. 10 role, with freedom to go where he feels best"; Atlético manager Diego Simeone namechecked three of Atlético's players in particular–Costa, Koke, and Filipe Luís–who had helped Griezmann perform.
Costa scored the only goal of Atlético's 1–0 home win in over Arsenal in the second leg of the Europa League semi-finals, sending them into the 2018 UEFA Europa League Final 2–1 on aggregate. He played in the final in Lyon, a 3–0 win over Olympique de Marseille.
In Atlético's first match of 2018–19, the UEFA Super Cup at the Lilleküla Stadium in Estonia, Costa scored twice – including in the first 50 seconds – in a 4–2 win after extra time against Real Madrid.
On 6 April 2019, he was sent off in the 28th minute against FC Barcelona, and was handed an 8-match ban for abusing a referee. On 18 June 2020, Costa marked his 200th club appearance for Los Colchoneros when he started in a huge 5–0 away win against Osasuna. Costa scored his fifth goal of the season in a 1–0 home victory against Real Betis to ensure his team a top four finish and qualification for next season's Champions League. On 29 December 2020, Costa and Atlético agreed to terminate their contract, making Costa a free-agent.
Atlético Mineiro
On 14 August 2021, Costa joined Brazilian club Atlético Mineiro, signing a deal until December 2022. He scored on his debut on 29 August, coming off the bench in the second half and settling a 1–1 league draw to Red Bull Bragantino. On 16 January 2022, after only playing 19 times and scoring 5 goals, Diego Costa terminated his contract and became a free agent.
Wolverhampton Wanderers
On 12 September 2022, Costa joined Premier League club Wolverhampton Wanderers until the end of the 2022–23 season. On 1 October 2022, Costa made his debut for the club, coming on in the 58th minute in a 2–0 league defeat to West Ham United at the London Stadium. Costa made his 100th appearance in the Premier League, his 11th for Wolves, as a second-half substitute against Bournemouth at Molineux on 18 February 2023. He suffered a knee injury in the first-half of Wolves's 1–0 home win against Tottenham Hotspur in the Premier League on 4 March 2023 and was carried off the pitch on a stretcher.
On 15 April, Costa scored his first goal for Wolves in a 2–0 home win against Brentford, his first goal in English football in nearly six years.
On 3 June, Wolves announced that Costa was one of many players who would leave at the end of their contract.
Botafogo
On 12 August 2023, Costa signed for Brazilian club Botafogo.
International career
Brazil
On 5 March 2013, Costa was called up to the Brazil national team by head coach Luiz Felipe Scolari for friendlies with Italy in Geneva and Russia in London, both taking place late in that month. He made his debut in the first match on 21 March, replacing Fred midway through the second half of the 2–2 draw. Four days later at Stamford Bridge, he replaced Kaká for the last 12 minutes of a 1–1 draw with Russia.
Request to change teams
In September 2013, the Royal Spanish Football Federation made an official request to FIFA for permission to call up Costa for the Spain national team. He had been granted Spanish nationality in July. FIFA regulations currently permit players with more than one nationality to represent a second country if, like Costa, he had only represented his first country in friendly matches.
On 29 October 2013, Costa declared that he wished to play international football for Spain, sending a letter to the Brazilian Football Confederation (CBF). Following the news, Scolari commented, "A Brazilian player who refuses to wear the shirt of the Brazilian national team and compete in a World Cup in your country is automatically withdrawn. He is turning his back on a dream of millions, to represent our national team, the five-time champions in a World Cup in Brazil."
The CBF judicial director, Carlos Eugênio Lopes, said,
"It's obvious that the reason he made that choice was financial. The chairman [of the CBF, José Maria Marin] authorised me to open a legal action at the Justice Ministry requesting that he loses his Brazilian citizenship, which Diego Costa has rejected... The chairman told me that Costa has proved he's not fit to be part of the Scolari family, that he would contaminate the family because he's not committed to Brazil, but to Spain. He rejected his Brazilian citizenship. Marin has asked me to study the situation deeply in order to keep him from ever playing for Spain. He told me that, from now on, Costa is 'persona non grata' at the national team and that the players themselves wouldn't welcome him because of that episode".
Spain
On 28 February 2014, Spain manager Vicente del Bosque included Costa in the squad for a friendly against Italy. He finally made his debut on 5 March, playing the full 90 minutes at his club ground, the Vicente Calderón Stadium, as the hosts won 1–0.
Costa was named in Spain's 30-man provisional squad for the 2014 World Cup, as well as the final list which was named on 31 May. He returned from the injury which had ended his club season by starting in a warm-up game against El Salvador, winning a penalty in a 2–0 victory. In the first match of the tournament, against the Netherlands, he again won a penalty, conceded by Stefan de Vrij and converted by Xabi Alonso for a 1–0 lead but in an eventual 1–5 defeat; he was booed by Brazilian fans during the match. Costa then started in a 0–2 loss to Chile making little impact as he was substituted for Fernando Torres for the second consecutive match, and Spain were eliminated. He was an unused substitute in the team's third match, a 3–0 defeat of Australia.
Costa scored his first goal for Spain with the third in a 4–0 UEFA Euro 2016 qualifying win away to Luxembourg on 12 October 2014. He did not feature again for Spain until 5 September 2015, when he was fouled by Slovakia goalkeeper Matúš Kozáčik for a penalty, which Andrés Iniesta converted for a 2–0 qualifying win at the Estadio Carlos Tartiere in Oviedo. He was booed when he was substituted for Paco Alcácer later in the match. Del Bosque defended Costa from criticism, saying that he performed well against the Slovak defence. However, he was not included in the final squad for the tournament.
On 5 September 2016, Costa scored his first international goals for nearly two years, in an 8–0 win over Liechtenstein at the Estadio Reino de León for Spain's opening match of 2018 World Cup qualification, the first being a header from a free-kick by his former Atlético teammate Koke. In May 2018, Costa was called up to Spain's squad for the 2018 FIFA World Cup. In their opening game on 15 June in Sochi, he scored his two first World Cup goals to help Spain secure a 3–3 draw against Portugal. Five days later, he scored the winning goal of the match against Iran.
Player profile
Style of play and reception
Friends and family recalled how Costa's style of play changed little over time, with his father stating how as a child, Costa would be furious whenever his team lost. Atlético scout Javier Hernández, on watching 17-year-old Costa play for Penafiel, was impressed by the young forward's determination and power, although found it evident that he was not observing a healthy lifestyle. Costa's Penafiel manager Rui Bento, who was at Sporting CP when Cristiano Ronaldo broke into the team, rated Costa in the same calibre as the Portuguese winger. According to Atlético director Jesús García Pitarch, Costa ranks as one of the best signings of his career, alongside Mohamed Sissoko, Miranda and Ricardo Oliveira.
While on loan at Celta de Vigo, Costa drew comparisons to their former Egyptian striker Mido, who was also known for his temper. During his spell at Albacete, Costa was nicknamed after bullfighter Curro Romero and the Tasmanian devil. His manager Juan Ignacio Martínez conceded that Costa played as a model professional for 89 minutes per match, with only one minute per match being his downfall. Costa refers to José Luis Mendilibar as his greatest manager because of his fatherlike "tough love", respecting his talents while keeping strict discipline, once sending Costa to work in a vineyard as a punishment.
Earlier in his Atlético Madrid career, Costa's physical play was used in support of Radamel Falcao, thus ensuring a lower goalscoring rate. After Falcao was sold in 2013, the attack was restructured around Costa by manager Diego Simeone. Simeone, who like Costa was known for his competitiveness and aggression, found ways to enhance his discipline while retaining his determination. In 2014, his club teammate Diego Godín described Costa as the team's "heartbeat", commenting that he "gives us everything," also adding: "Sometimes things aren't going well and he is able to open up the game with his strength and technique." Nick Dorrington of Bleacher Report described him as a "battering ram of a striker: Strong, quick and tireless in his pursuit of the ball," while the club's manager Simeone lauded his work-rate as being "contagious".
Ahead of his competitive debut for Chelsea in August 2014, BBC Sport pundit Robbie Savage described Costa as "the missing piece in the jigsaw" for the "clear favourites" who "could end up winning the title by five or six points". He explained that Chelsea's defence was already the strongest in the league, but a poorer rate of shot-to-goal conversion had cost them the title. He praised Costa's stature and physical style of play which "suits the Premier League down to the ground" in the same role that Didier Drogba previously played at Chelsea, an opinion also voiced by the league's top scorer of all-time, Alan Shearer. Costa has also been attributed with a greater ability to keep possession of the ball than any Chelsea striker since Drogba first left the club in 2012. That same year, Henry Winter of The Telegraph noted that Costa "...has the technique, the strength and the burst of acceleration to destroy defences."
Costa's size, technique, and strength, coupled with his link-up play and ability to hold up the ball with his back to goal allow him to be an effective target-man; moreover, his constant movement and powerful running in the centre-forward role allows him to distract opponents and in turn create space for teammates. Although he was initially known to be inconsistent in the earlier part of his career, due to his low goalscoring rate, he later established himself as a good finisher as his career progressed, which along with his composure in front of goal and ability inside the penalty box, made him a prolific goalscorer, and even saw him regarded by several pundits and managers as one of the best strikers in the world at his peak. In 2018, Simeone lauded Costa for the "enthusiasm" and "aggression" he brings to Atlético Madrid, as well as his "speed, decisiveness, and physical strength."
Discipline and controversies
Costa has been the source of much controversy in his career due to confrontations with opponents, and has received multiple violent conduct charges from The Football Association of England. Opposing managers have also opined that Costa himself intends to provoke his opponents. Danny Murphy of Match of the Day has stated that Costa is targeted by players who "wind him up," but he "remains calm", and is justified to taunt opponents who taunt him. Pat Nevin, a former Chelsea winger, believes that Costa's style of play is likely to cause himself "a few injuries". In August 2014, he was criticised by Everton manager Roberto Martínez for taunting Everton's Séamus Coleman following his own goal, and stated Costa needed "to understand the ethics" of the Premier League. In October 2014, he clashed with Slovakia's Martin Škrtel in a Euro 2016 qualifier.
In January 2015, following two stamp incidents involving Costa and Liverpool players for which Costa received a three-match ban by the FA, Liverpool manager Brendan Rodgers stated that he thought Costa had fouled his players when "he could easily have hurdled over the player" and "there's no need to do it". Costa described his style of play as "strong but noble", and refuted allegations that he deliberately aims to injure opponents.
In late 2015, Costa was the subject of scrutiny for his comparatively poor start to his second season at Chelsea and his low scoring rate for Spain. French newspaper L'Equipe named Costa as the most hated footballer in December 2015, based on his provocative and violent behaviour.
Career statistics
Club
As of match played 4 October 2024
International
As of match played 1 July 2018
As of match played 20 June 2018. Spain score listed first, score column indicates score after each Costa goal.
Honours
Atlético Madrid
La Liga: 2013–14, 2020–21
Copa del Rey: 2012–13
UEFA Champions League runner-up: 2013–14
UEFA Europa League: 2017–18
UEFA Super Cup: 2010, 2012, 2018
Chelsea
Premier League: 2014–15, 2016–17
FA Cup runner-up: 2016–17
Football League Cup: 2014–15
Atlético Mineiro
Campeonato Brasileiro Série A: 2021
Copa do Brasil: 2021
Grêmio
Campeonato Gaúcho: 2024
Individual
La Liga Player of the Month: September 2013
La Liga Team of the Season: 2013–14
Trofeo EFE: 2013–14
UEFA Champions League Team of the Season: 2013–14
Zarra Trophy: 2013–14
Premier League Player of the Month: August 2014, November 2016
PFA Team of the Year: 2014–15 Premier League
Records
Fastest goal in the UEFA Super Cup: 2018 (49 seconds in against Real Madrid)
See also
List of Spain international footballers born outside Spain
List of association footballers who have been capped for two senior national teams
References
General
Guillén, Fran (2015), The Art of War, Arena Sport, ISBN 978-1-909715-29-5.
Notes
References
External links
Profile at the Royal Spanish Football Federation website (in Spanish)
Diego Costa at Premier League
Diego Costa – FIFA competition record (archived)
Diego Costa – UEFA competition record (archive) |