Russia's population is expected to age significantly over the next few decades. The coming decline in Russia's working-age population will pose serious social and economic challenges, but it can also open up opportunities. Without adequate adjustments of policies and behaviors, an aging population can impair national growth and fiscal sustainability. These pessimistic forecasts, however, are based on the unrealistic assumption that individuals and government policy will not change. Achieving healthy, active, and prosperous aging will require policy changes across a host of areas. Policies to support women can both limit population aging and increase labor force participation. Changes in behavior and policy can greatly mitigate the impact of aging on growth and fiscal sustainability. Promoting adult education and better age-management human resources policies at the firm level is essential to improve the employment prospects for older workers and raise productivity across the age spectrum. This volume presents research from the World Bank on the impact of demographic trends in Russia. The first section focuses on the macroeconomic impacts of aging and considers how aging has affected gross domestic product (GDP) growth and convergence among Russian regions since the early 1990s; it also offers alternative approaches to forecasting the relationship between aging and growth. The second section, dealing with the relationship of human development outcomes and demographics, discusses how family policies can help women have more children, and still attain greater and longer participation in the labor force. The last part addresses the role of adult education in improving Russia's competitiveness and enabling longer and more productive working lives. A final section pulls together the main conclusions.
Eine dauerhafte Verfügbarkeit ist nicht garantiert und liegt vollumfänglich in den Händen der Herausgeber:innen. Bitte erstellen Sie sich selbständig eine Kopie falls Sie diese Quelle zitieren möchten.
Mexico is privileged by geography. It is a country with a dual North American and Latin American identity that can serve as a bridge between the two regions. Mexico stands to gain from the current global geopolitical context that involves economic competition between the US and China, armed conflict in the Middle East and in Ukraine, and a desire for many companies to be close to the largest and most dynamic economy in the world, the United States. What Mexico does not have is a clearly articulated strategy to take advantage of the nearshoring opportunity, which, by definition, will not last forever. Given its geographical location and its vertical integration with the US and Canadian economies, enshrined under the USMCA, Mexico is by far the most obvious place to relocate manufacturing or service operations from China, but it is not the only option either. Various states in the US, and other countries in Latin America and the Caribbean, and South East Asia will also be making their pitches to investors. Given the commercial and security tensions that exist with China, some authorities in the US realize that they need to up their game to consolidate relationships with other Western Hemisphere countries, which is why a group of both Republican and Democratic senators have put together the Americas Act. This legislation, which was introduced in early March, would establish programs to promote greater trade, investment, and people-to-people ties throughout Latin America and the Caribbean, potentially expanding the USMCA. "At its core, the Americas Act is a multi-billion-dollar job creation tool for the U.S. and its allies in Latin America and the Caribbean," said Representative Adriano Espaillat (D-NY). "With its reshoring and nearshoring loans, tax benefits, and other targeted grant assistance for workers at home and in our Western Hemisphere partner countries, the Americas Act will bring jobs and investment back to our Hemisphere and stem the root causes of migration by putting more money into the pockets of working families."While the idea of expanding the USMCA beyond North America might be an attractive idea for boosting regional competitiveness from a US perspective, it would erode the privileged trade advantages that Mexico currently enjoys in its relationship with the US and Canada, something the next presidential administration in Mexico should consider as plans are developed to push forward to proactively attract nearshoring foreign direct investment (FDI). As it stands, Mexico's FDI numbers sound encouraging. But of the $36 billion dollars registered in 2023, only $5bn were new investments [1], which means nearshoring may be happening, but the tide is bringing in soft waves, not the desired tsunami. Creating the optimal ecosystemPresident Andrés Manuel López Obrador issued an executive order on October 11th, 2023 that provides for fiscal incentives for particular industries, including the agricultural sector, auto parts manufacturing, pharmaceuticals, and the film industry, among others, as well as incentives for worker training. [2] This decision gained little attention, and while it is better than nothing, it is too little too late. Given Mexico's geographical comparative advantages, fiscal incentives are not the core of what companies want when they analyze whether to locate their operations in the country. Rather, investors need a business and public policy ecosystem that allows them to optimize opportunities and minimize risks over long periods of time, something that Mexico's next government can do a lot to improve. Creating a winning nearshoring strategy for Mexico implies a complex series of considerations and a reinvigorated investment promotion strategy globally, something that fell apart with the elimination of ProMexico —a federal agency that had been charged with promoting foreign trade and investment— at the beginning of the AMLO administration. While the former ProMéxico's operations surely could have been optimized, eliminating the organization completely and leaving promotion to the already overly taxed embassies was a mistake. As a result, Mexico has lost precious time and valuable relationships, and the country now needs to interrupt its leisurely walk and start sprinting. Below are reflections on the core issues that should be addressed to create optimal conditions for attracting and retaining foreign investment. Embrace the energy transitionIn order to be able to receive significant new amounts of investment, Mexico will need to produce both larger quantities of energy and ensure that it comes from cleaner sources. Global companies that consider Mexico as a place to invest long term need access to low-emission hydrocarbons, as well as renewable energy, and Mexico is lacking in both. Given Mexico's complex history that views oil as a fundamental part of the country's sovereignty, embracing the energy transition from a political perspective has posed challenges. AMLO did all he could to roll back the opening up of the energy sector to private sector participation that began in 2014, and invested hundreds of millions of dollars in public funds to prop up the ailing national oil monopoly, Pemex. He also strengthened the monopoly of the national electricity company, CFE, making it harder for companies to generate their own electricity resources or explore renewable options. Suffice it to say that instead of developing Mexico's comparative advantages in wind, solar, and geothermal renewable energy, in recent years Mexico has invested in the energy resources of the 20th Century, not the 21st. While highly frustrating from both a pragmatic energy production and climate change abatement perspective, it is not too late to make adjustments that can boost supply and offer lower emission hydrocarbons and renewable energy to the Mexican population. A good place to start to increase energy efficiency and security, would be to capture the methane emissions (natural gas) stemming from Pemex's oil production facilities. Based on their own scientific studies, the Environmental Defence Fund estimates that by capturing the emissions from Nuevo Pemex alone, Mexico could fill 50% of the country's residential demand for natural gas. At the moment, instead of capturing these emissions, Pemex burns the methane; the state-owned company's laser-focused aim is to produce oil. Foolhardy. Consistency in regulation and the rules of the gameI use the turn of phrase "consistency in regulation and the rules of the game" so as to avoid the also much-needed but more theoretical term, "rule of law." Businesses need to know that when they make a decision that will affect the long-term sustainability and profitability of their organizations, they are making a co-investment with the country where they have decided to do so. In fact, this is perfectly in line with the idea of attracting investment that will add to the well-being (bienestar) of the Mexican communities where these investments will be made. The investment needs to be good for both sides with a long-term view of success. As a result of the setbacks in the opening up of the energy sector and the suboptimal situations in which companies like Constellation Brands found themselves in recent years, yellow flags have been raised, making some in the private sector weary. Companies will be waiting to see how the next government views its own role in establishing a trustworthy business environment. Science and innovationGlobally we need to embrace science as a fact-based tool for providing the solutions that will allow our species to continue surviving on this planet. And Mexico is no exception. Taking a science-based approach is critical for issues like climate change, which is intimately tied to the energy sector mentioned above, and is also linked to urban planning, infrastructure investment, and human health. It is through science and innovation that we will find the solutions that can provide well-being for the communities that make up our nations and regions. In Mexico, the regulatory framework approach to issues like Artificial Intelligence (AI) and cybersecurity, tends to be short-sighted and focused on providing the government with the tools of control, which in this day and age is an exercise in futility. New trends in technology do need to be regulated to prevent threats to national security and critical infrastructure, ensure respect for human rights and to maintain market conditions that are competitive. Doing so requires ensuring the active involvement of the private sector, which understands these tools and their implications best. If the goal is to encourage more investors to see Mexico as a viable nearshoring hub, a policy of support for science and innovation is critical. Increase public investment In general the Mexican state needs to invest more in public goods and services across the board in areas like health, education and infrastructure. Mexico is the OECD country that invests the least, with a rate of public sector investment of 1.3% in 2020, 0.7% below the 2007 rate. Public sector investments lag because Mexico's public revenue generation is the least effective in the OECD and one of the lowest in the region. Mexico's tax-to-GDP ratio in 2021 stood at 16.7%, below the Latin America and Caribbean average of 22% and far below the OECD average of 34%. [3] A serious look at public finances is required to make the investments needed to decrease poverty and increase equality. Spurring investment in public goods and services will be a challenge for the next federal government given that Mexico faces a sizable budgetary deficit, which is forecasted to reach 5.9% of GDP in 2024 —a historic high according to the most recent official figures and an increase of 1.6% percentage points relative to 2023. [4]Human capital While the same could be said for many countries - the US included - Mexico's public education system is deficient, a fact that creates great social inequities as well as challenges for companies looking for talent. The most recent results of the Programme for International Student Assessment (PISA) showed that the knowledge and skills of 15-year-old students in mathematics, reading and science has declined, with Mexico ranked 51st out of 81 countries analyzed.[5] Analysts tend to focus on the number of engineers in Mexico given its manufacturing base, and while their talents are certainly needed, there are other soft skills —effective communication, as well as analytical and creative thinking— that need to be emphasized more in Mexico's educational system if we intend to successfully integrate our economy into global supply chains and take advantage of emerging technologies. It must be okay to think innovatively and question the status quo, something that is still a rarity in the work culture of Mexico. Further, Mexico needs to consider female gender empowerment a cornerstone of its economic policy; a country cannot excel by leaving 51% of the population to languish in the informal sector. Mexico has one of the lowest workforce participation rates in Latin America (below Brazil, Chile, Colombia, Costa Rica) because women shoulder the burden of care from birth to death.[6] This has to change. On a positive note, the feminist movement is stronger and better organized than ever in Mexico and is advocating for government programs that will provide assistance with the burdens related to family care. Oxfam has done particularly valuable work in this regard.[7] Invest in Infrastructure via PPPsAccording to some estimates, Mexico needs to invest around 5% of GDP[8] a year in infrastructure to meet the needs required for optimal competitiveness, a very tall order given that Mexico currently invests only 1.5% of GDP. Given limited public resources, embracing Public Private Partnerships (PPPs) provides an excellent option. PPPs help enable financing under long-term risk-sharing arrangements and are something that Mexico should utilize in order to attract nearshoring dollars that can establish valuable infrastructure assets for years to come. Foreign policy as a domestic policy toolThe administration of AMLO has been fond of saying that the best foreign policy is a domestic one, without explaining very clearly how that might work. What is clear, however, is that a wise foreign policy can significantly add to domestic policy goals, such as job creation. Mexico's incoming administration would do well to use Mexico's size and relevance to at the very least punch at its weight, something it has stopped doing globally over the last five years. Mexico needs to develop a strategy with respect to China and not just let things happen without intention. And that is not to say that Mexico has to adopt the same policies of the US, on the contrary. It may be in the best interests of Mexico to adopt a conscious strategy of "non-alignment," but at the moment we have a non-strategy, which makes us vulnerable to the long-term strategies of other countries that, without a doubt, are doing their own planning. Teamwork is goodAttracting nearshoring dollars should be viewed as a team effort in Mexico, with the public and private sectors communicating and strategizing together. The goal is to work as a team to encourage investment that will bring jobs, economic growth, new technologies and improved well-being. Like many societies globally, Mexico has been divided against itself in recent years. A team that has no clear plan and that mistrusts its own players, rarely wins. Loving one's country is about caring about the people who live in it. When that kind of solidarity is emphasized, it shows and leads to victories. The North American PowerhouseMexico, Canada and the US already have economies that are vertically integrated in many sectors, from the automotive industry to the agricultural sector. Given the complexities of current geopolitics, renewing the commitment to work together as a region behooves all three countries. The USMCA will be reviewed in 2026 and instead of seeing this as a moment to challenge the agreement's value, it should be viewed as an opportunity to strengthen the agreement for mutual benefit. The US economy has proved incredibly resilient in the wake of both the pandemic and global economic turbulence, something that is a big advantage for its neighbors to the north and the south. Further, the US has achieved energy independence over the last decade, and together with Canada and Mexico North America can build the next generation of energy solutions based on a transition toward multiple renewable energy solutions. This will indeed make North America the ideal place for investment for decades to come and a true global energy powerhouse. Opportunities do not last forever Mexico would do well to understand that opportunities do not last forever. As a nation, we need to hit the ground running in 2025, work together, and create a prosperous future that is in the interests of all citizens within and without the national borders. Between 30 and 40 million Mexicans live beyond the nation's borders and nearshoring opportunities will also provide them with the possibility of joining a team focused on achieving sustainable prosperity. Regional footnote: An exciting time to celebrate North America will take place the same year as the review of the USMCA, the World Cup 2026. The opening game will take place in the Azteca Stadium, a perfect moment to display the size, importance, and cultural significance of the Mexican nation, together with our North American counterparts. My hope is that via this celebratory event, more North Americans of the US, Canada, and Mexico will embrace a regional identity, making future cooperation more ambitious and politically viable. [1] Instituto Mexicano para la Competitividad (www.imco.org.mx ). [2] Diario de la Federación, 11 de octubre de 2023: DECRETO por el que se otorgan estímulos fiscales a sectores clave de la industria exportadora consistentes en la deducción inmediata de la inversión en bienes nuevos de activo fijo y la deducción adicional de gastos de capacitación. [3] https://www.oecd.org/tax/revenue-statistics-mexico.pdf [4] Pre-criterios Generales de Política Económica 2025", Secretaría de Hacienda y Crédito Público, https://www.finanzaspublicas.hacienda.gob.mx/work/models/Finanzas_Publicas/docs/paquete_economico/precgpe/precgpe_2025.PDF [5] https://www.oecd.org/publication/pisa-2022-results/country-notes/mexico-519eaf88/ [6] The women's labor force participation rate in Mexico continues to be one of the most lagging in Latin America, at around 49%, well below the OECD average of 65% and 58% for the region.[7] https://oxfammexico.org/trabajo-de-cuidados-y-desigualdad/ [8]https://www.cnec.org.mx/blogs/post/declaración-de-méxico-sobre-la-importancia-de-la-infraestructura-y-su-planeación-a-largo-plazo-para
Eine dauerhafte Verfügbarkeit ist nicht garantiert und liegt vollumfänglich in den Händen der Herausgeber:innen. Bitte erstellen Sie sich selbständig eine Kopie falls Sie diese Quelle zitieren möchten.
Mexico is privileged by geography. It is a country with a dual North American and Latin American identity that can serve as a bridge between the two regions. Mexico stands to gain from the current global geopolitical context that involves economic competition between the US and China, armed conflict in the Middle East and in Ukraine, and a desire for many companies to be close to the largest and most dynamic economy in the world, the United States. What Mexico does not have is a clearly articulated strategy to take advantage of the nearshoring opportunity, which, by definition, will not last forever. Given its geographical location and its vertical integration with the US and Canadian economies, enshrined under the USMCA, Mexico is by far the most obvious place to relocate manufacturing or service operations from China, but it is not the only option either. Various states in the US, and other countries in Latin America and the Caribbean, and South East Asia will also be making their pitches to investors. Given the commercial and security tensions that exist with China, some authorities in the US realize that they need to up their game to consolidate relationships with other Western Hemisphere countries, which is why a group of both Republican and Democratic senators have put together the Americas Act. This legislation, which was introduced in early March, would establish programs to promote greater trade, investment, and people-to-people ties throughout Latin America and the Caribbean, potentially expanding the USMCA. "At its core, the Americas Act is a multi-billion-dollar job creation tool for the U.S. and its allies in Latin America and the Caribbean," said Representative Adriano Espaillat (D-NY). "With its reshoring and nearshoring loans, tax benefits, and other targeted grant assistance for workers at home and in our Western Hemisphere partner countries, the Americas Act will bring jobs and investment back to our Hemisphere and stem the root causes of migration by putting more money into the pockets of working families."While the idea of expanding the USMCA beyond North America might be an attractive idea for boosting regional competitiveness from a US perspective, it would erode the privileged trade advantages that Mexico currently enjoys in its relationship with the US and Canada, something the next presidential administration in Mexico should consider as plans are developed to push forward to proactively attract nearshoring foreign direct investment (FDI). As it stands, Mexico's FDI numbers sound encouraging. But of the $36 billion dollars registered in 2023, only $5bn were new investments [1], which means nearshoring may be happening, but the tide is bringing in soft waves, not the desired tsunami. Creating the optimal ecosystemPresident Andrés Manuel López Obrador issued an executive order on October 11th, 2023 that provides for fiscal incentives for particular industries, including the agricultural sector, auto parts manufacturing, pharmaceuticals, and the film industry, among others, as well as incentives for worker training. [2] This decision gained little attention, and while it is better than nothing, it is too little too late. Given Mexico's geographical comparative advantages, fiscal incentives are not the core of what companies want when they analyze whether to locate their operations in the country. Rather, investors need a business and public policy ecosystem that allows them to optimize opportunities and minimize risks over long periods of time, something that Mexico's next government can do a lot to improve. Creating a winning nearshoring strategy for Mexico implies a complex series of considerations and a reinvigorated investment promotion strategy globally, something that fell apart with the elimination of ProMexico —a federal agency that had been charged with promoting foreign trade and investment— at the beginning of the AMLO administration. While the former ProMéxico's operations surely could have been optimized, eliminating the organization completely and leaving promotion to the already overly taxed embassies was a mistake. As a result, Mexico has lost precious time and valuable relationships, and the country now needs to interrupt its leisurely walk and start sprinting. Below are reflections on the core issues that should be addressed to create optimal conditions for attracting and retaining foreign investment. Embrace the energy transitionIn order to be able to receive significant new amounts of investment, Mexico will need to produce both larger quantities of energy and ensure that it comes from cleaner sources. Global companies that consider Mexico as a place to invest long term need access to low-emission hydrocarbons, as well as renewable energy, and Mexico is lacking in both. Given Mexico's complex history that views oil as a fundamental part of the country's sovereignty, embracing the energy transition from a political perspective has posed challenges. AMLO did all he could to roll back the opening up of the energy sector to private sector participation that began in 2014, and invested hundreds of millions of dollars in public funds to prop up the ailing national oil monopoly, Pemex. He also strengthened the monopoly of the national electricity company, CFE, making it harder for companies to generate their own electricity resources or explore renewable options. Suffice it to say that instead of developing Mexico's comparative advantages in wind, solar, and geothermal renewable energy, in recent years Mexico has invested in the energy resources of the 20th Century, not the 21st. While highly frustrating from both a pragmatic energy production and climate change abatement perspective, it is not too late to make adjustments that can boost supply and offer lower emission hydrocarbons and renewable energy to the Mexican population. A good place to start to increase energy efficiency and security, would be to capture the methane emissions (natural gas) stemming from Pemex's oil production facilities. Based on their own scientific studies, the Environmental Defence Fund estimates that by capturing the emissions from Nuevo Pemex alone, Mexico could fill 50% of the country's residential demand for natural gas. At the moment, instead of capturing these emissions, Pemex burns the methane; the state-owned company's laser-focused aim is to produce oil. Foolhardy. Consistency in regulation and the rules of the gameI use the turn of phrase "consistency in regulation and the rules of the game" so as to avoid the also much-needed but more theoretical term, "rule of law." Businesses need to know that when they make a decision that will affect the long-term sustainability and profitability of their organizations, they are making a co-investment with the country where they have decided to do so. In fact, this is perfectly in line with the idea of attracting investment that will add to the well-being (bienestar) of the Mexican communities where these investments will be made. The investment needs to be good for both sides with a long-term view of success. As a result of the setbacks in the opening up of the energy sector and the suboptimal situations in which companies like Constellation Brands found themselves in recent years, yellow flags have been raised, making some in the private sector weary. Companies will be waiting to see how the next government views its own role in establishing a trustworthy business environment. Science and innovationGlobally we need to embrace science as a fact-based tool for providing the solutions that will allow our species to continue surviving on this planet. And Mexico is no exception. Taking a science-based approach is critical for issues like climate change, which is intimately tied to the energy sector mentioned above, and is also linked to urban planning, infrastructure investment, and human health. It is through science and innovation that we will find the solutions that can provide well-being for the communities that make up our nations and regions. In Mexico, the regulatory framework approach to issues like Artificial Intelligence (AI) and cybersecurity, tends to be short-sighted and focused on providing the government with the tools of control, which in this day and age is an exercise in futility. New trends in technology do need to be regulated to prevent threats to national security and critical infrastructure, ensure respect for human rights and to maintain market conditions that are competitive. Doing so requires ensuring the active involvement of the private sector, which understands these tools and their implications best. If the goal is to encourage more investors to see Mexico as a viable nearshoring hub, a policy of support for science and innovation is critical. Increase public investment In general the Mexican state needs to invest more in public goods and services across the board in areas like health, education and infrastructure. Mexico is the OECD country that invests the least, with a rate of public sector investment of 1.3% in 2020, 0.7% below the 2007 rate. Public sector investments lag because Mexico's public revenue generation is the least effective in the OECD and one of the lowest in the region. Mexico's tax-to-GDP ratio in 2021 stood at 16.7%, below the Latin America and Caribbean average of 22% and far below the OECD average of 34%. [3] A serious look at public finances is required to make the investments needed to decrease poverty and increase equality. Spurring investment in public goods and services will be a challenge for the next federal government given that Mexico faces a sizable budgetary deficit, which is forecasted to reach 5.9% of GDP in 2024 —a historic high according to the most recent official figures and an increase of 1.6% percentage points relative to 2023. [4]Human capital While the same could be said for many countries - the US included - Mexico's public education system is deficient, a fact that creates great social inequities as well as challenges for companies looking for talent. The most recent results of the Programme for International Student Assessment (PISA) showed that the knowledge and skills of 15-year-old students in mathematics, reading and science has declined, with Mexico ranked 51st out of 81 countries analyzed.[5] Analysts tend to focus on the number of engineers in Mexico given its manufacturing base, and while their talents are certainly needed, there are other soft skills —effective communication, as well as analytical and creative thinking— that need to be emphasized more in Mexico's educational system if we intend to successfully integrate our economy into global supply chains and take advantage of emerging technologies. It must be okay to think innovatively and question the status quo, something that is still a rarity in the work culture of Mexico. Further, Mexico needs to consider female gender empowerment a cornerstone of its economic policy; a country cannot excel by leaving 51% of the population to languish in the informal sector. Mexico has one of the lowest workforce participation rates in Latin America (below Brazil, Chile, Colombia, Costa Rica) because women shoulder the burden of care from birth to death.[6] This has to change. On a positive note, the feminist movement is stronger and better organized than ever in Mexico and is advocating for government programs that will provide assistance with the burdens related to family care. Oxfam has done particularly valuable work in this regard.[7] Invest in Infrastructure via PPPsAccording to some estimates, Mexico needs to invest around 5% of GDP[8] a year in infrastructure to meet the needs required for optimal competitiveness, a very tall order given that Mexico currently invests only 1.5% of GDP. Given limited public resources, embracing Public Private Partnerships (PPPs) provides an excellent option. PPPs help enable financing under long-term risk-sharing arrangements and are something that Mexico should utilize in order to attract nearshoring dollars that can establish valuable infrastructure assets for years to come. Foreign policy as a domestic policy toolThe administration of AMLO has been fond of saying that the best foreign policy is a domestic one, without explaining very clearly how that might work. What is clear, however, is that a wise foreign policy can significantly add to domestic policy goals, such as job creation. Mexico's incoming administration would do well to use Mexico's size and relevance to at the very least punch at its weight, something it has stopped doing globally over the last five years. Mexico needs to develop a strategy with respect to China and not just let things happen without intention. And that is not to say that Mexico has to adopt the same policies of the US, on the contrary. It may be in the best interests of Mexico to adopt a conscious strategy of "non-alignment," but at the moment we have a non-strategy, which makes us vulnerable to the long-term strategies of other countries that, without a doubt, are doing their own planning. Teamwork is goodAttracting nearshoring dollars should be viewed as a team effort in Mexico, with the public and private sectors communicating and strategizing together. The goal is to work as a team to encourage investment that will bring jobs, economic growth, new technologies and improved well-being. Like many societies globally, Mexico has been divided against itself in recent years. A team that has no clear plan and that mistrusts its own players, rarely wins. Loving one's country is about caring about the people who live in it. When that kind of solidarity is emphasized, it shows and leads to victories. The North American PowerhouseMexico, Canada and the US already have economies that are vertically integrated in many sectors, from the automotive industry to the agricultural sector. Given the complexities of current geopolitics, renewing the commitment to work together as a region behooves all three countries. The USMCA will be reviewed in 2026 and instead of seeing this as a moment to challenge the agreement's value, it should be viewed as an opportunity to strengthen the agreement for mutual benefit. The US economy has proved incredibly resilient in the wake of both the pandemic and global economic turbulence, something that is a big advantage for its neighbors to the north and the south. Further, the US has achieved energy independence over the last decade, and together with Canada and Mexico North America can build the next generation of energy solutions based on a transition toward multiple renewable energy solutions. This will indeed make North America the ideal place for investment for decades to come and a true global energy powerhouse. Opportunities do not last forever Mexico would do well to understand that opportunities do not last forever. As a nation, we need to hit the ground running in 2025, work together, and create a prosperous future that is in the interests of all citizens within and without the national borders. Between 30 and 40 million Mexicans live beyond the nation's borders and nearshoring opportunities will also provide them with the possibility of joining a team focused on achieving sustainable prosperity. Regional footnote: An exciting time to celebrate North America will take place the same year as the review of the USMCA, the World Cup 2026. The opening game will take place in the Azteca Stadium, a perfect moment to display the size, importance, and cultural significance of the Mexican nation, together with our North American counterparts. My hope is that via this celebratory event, more North Americans of the US, Canada, and Mexico will embrace a regional identity, making future cooperation more ambitious and politically viable. [1] Instituto Mexicano para la Competitividad (www.imco.org.mx ). [2] Diario de la Federación, 11 de octubre de 2023: DECRETO por el que se otorgan estímulos fiscales a sectores clave de la industria exportadora consistentes en la deducción inmediata de la inversión en bienes nuevos de activo fijo y la deducción adicional de gastos de capacitación. [3] https://www.oecd.org/tax/revenue-statistics-mexico.pdf [4] Pre-criterios Generales de Política Económica 2025", Secretaría de Hacienda y Crédito Público, https://www.finanzaspublicas.hacienda.gob.mx/work/models/Finanzas_Publicas/docs/paquete_economico/precgpe/precgpe_2025.PDF [5] https://www.oecd.org/publication/pisa-2022-results/country-notes/mexico-519eaf88/ [6] The women's labor force participation rate in Mexico continues to be one of the most lagging in Latin America, at around 49%, well below the OECD average of 65% and 58% for the region.[7] https://oxfammexico.org/trabajo-de-cuidados-y-desigualdad/ [8]https://www.cnec.org.mx/blogs/post/declaración-de-méxico-sobre-la-importancia-de-la-infraestructura-y-su-planeación-a-largo-plazo-para
Issue 2.3 of the Review for Religious, 1943. ; A.-M. D. G. for Religious MAY 15, 1943 Paternal Governm~eh÷ . . . ; . . J~hn C.~Ford The Mother of God . - . . AIoydus C. Kemper Cell'Technlque of Catholic Act,on . '."Albert S. Foley Thb Seal of Confession , = Edwin F. Healy Summary on Spiri÷u&l Direc'÷ion . The Edffo.rs; Book Revlew~, Ques÷io. ns Answered Decisions of the Holy See RIEVI.I::W FOR RI::LIGIOUS ¯ VOLUME II MAY 15, 1943 NUMBER 3 CONTENT.S PATERNAL GO~rERNMENT AND FILIAL CONFIDENCE °IN SUPERIORSmJohn C. Ford, S.J. 146 THE MOTHER OF GOD~A. loysius C. Kemper, S.J . 15'; THE CELL TECHNIQUE OF SPECIALIZED CATHOLIC ACTION-- Albert S. Foley, S.3 . 164 DIVINE' PROVIDENCE AND RELIGIOUS INSTITUTES . 175 THE SEAL OF CONFESSION-~Edwin F. Healy, S.'J . 176 -THE DISCUSSION ON SPIRITUAL DIRECTION: Concluding Survey-- The Editors . 187 DECISIONS OF THE HOLY SEE . 202 BOOK REVIEWS (Edited by Clement DeMuth, S.J.)-- Moral Guidance; The Path of Humility; St. Charles Borromeo; The °King's Advocate; 3esus and I; The Larks of Umbria; The Better Life: For Heaven's Sake; We Wish to See 'jesus; The Following of Christ; His Father's Business; National Liturgical Week, 1942; Shinihg in Darkness . °2 . . 203 BOOKS RECEIVED . 211 QUESTIONS AND ANSWERS-- 17. Retreat Master as Exrtaordinary Confessor . 212 18. Reason for Removing Local Superior . 212 19. Postulant M.D. Prescribing for Community . 212 20. Public and Private Recitation of Litanies . 213 21. Providing for Sister Who Leaves Community . 214 22. Taxing for Support of Motherhouse . . " . 214 23. Pension for Work Done before Entering Religion . 216 24. Little Office with Blessed Sacrament Exposed . . . . . . 216 -25. Mistress of Novices Subject to Local Superior . 216 REVIEW FOR RELIGIOUS, May, 1943. Vol. II, No. 3. Published bi-monthly: 3~anuary, March, May,-,July, September, and November at" the College Press, 606 Harrison Street, Topeka, Kansas, by St. Mary's College, St. Marys, Kansas, with ecclesiastical approbation. Entered as second class matter 3anuary 15, 1942, at the Post Office, Tgpeka, Kansas~ under the act of March 3, 1879. Editorial Board: Adam C, Ellis, S.3., G. Augustine Ellatd, S.,J., Gerald Kelly, S.J. Copyrlght~ 1943, by Adam C. Ellis. Permission is hereby granted for quotations of reasonable length, provided due credit be given ,this review and the author. Subscription price: 2 dollars a year. Printed it~.U.S.A. Pa!:ernal overnment: .\, and Filial ConFidence in Superiors John C. For.d, S.J. IT IS SAID that soldiers are notorlo s gnpers. The February (1943) issue of the Infantr'g'dournal, in an article called ':Leadership," offers us a selected batch of confidentially treated opinions on officers, expressed by a number of soldiers early in the war. These are quoted .word for Word. "This army can't be driven; it must be led." "Break up the old army non-corn clique and put advancement on a merit basis." "Officers ibluff too much.". ~"Let non=coms be chosen for what they know, not .whom they know." "Our first lieutenant is dominated by the first sergeant." "No reward for good work; old soldiers learn never to .volunteer for anything." "They treat us like children." "When an officer tell~ his men he doesn't like'the army any more than we do, he's not the one I look to. ". instead of'changing his mind every few minutes." ". should take a little interest in what we eat." ". give us some idea of what's going on in maneu-vers. "We come from just as good or better families . say a good word now and then . call a man by his name . show a man they know their stuff." ".shames us in front of other batteries." I am not goin.g to ask the readers whether they have ~ever heard any complaints like these made about religious 146 PATERNAL ~OVERNMENT superiors. And I am notgbing toask them to make a com-parison between, the faults of army leaders and the faults of religious superiors. -That would be too easy. Everyone knows that superiors, being human, have faults. And .besides, anyone °with sense knows, that when people com-plain, whether about superiors or about others, the real rea-sons for the complaints are often not expressed at all. The complaint is merely a symptom of some deeper discontent. , But I am going to ask the readers to meditate on the above rdmarksone at a time. And I suggest that they ask themselves this question: I~ you were a religious superior what would be youf correspbnding complaint about sub-jects? --- or your answer to subjects' complaints on these headings? For instance, "This army can't be driven: it must be led." If you were a superior would you be t~mpted to say, perhaps, "This particular religious can't be led; he has to be pushed'i? Go through all the complaihts that way. I need not do it-for you. It will be instructive for you to make the trial yourself. It is alw~iys instructive to put oneself in .someone else's shoes, and try to get his point of view. And in this par-ticular instance I think most of my readers will find that it is rather difficult (unless they are or have been superiors) to "look at things from that other point of view. They may have to force themselves to look carefully at the reverse.side of the picture. La~'k ot: Contider~ce a Fact " ' And that brings me to my main p0inti, the unfortunate ~fact that superiors and subjects so often seem to have a dif-~ ferent "point of view." It is to be expected, of course, even' in the most ideal state of affairs, that between the governing and the governed there must necessarily be dii~erences of attitude. But in a religious congregation these differences 147 JOHN C, FORD should be at a minimum. All the members of the religious family are presumably aiming at the same target. Whether. they are superiors or subjects the general goal is the same. /kll are looking primarily, to a sfipernatural end andS under the rules of the particular organization, work from the same. s.upernatural motives for its attainment. The pursuit of perfection in work or in prayer, according to' the spirit of the institute, and finally the perfect love of our Lord are the common aim of all who live in religion. A religious congregation is called a "family" tradi-tionally, and in canon law, because it is supposed to have those characteristics of loving unity which a well-ordered family exhibits. When it is said (for instance in canon 530) that it is good for subjects to go to their .superiors with "filial .confidence," the words really mean what they say. The Code is calling attention toone of the basic reali-ties of religious life. The order or congregation is a family." Superiors should be as fathers to their subjects, and subjects should have corresponding filial confidence in them. (Of course, the word '~'filial" has a wide range of meaning, and the attitude of an eighty-year old veteran to his forty-year old superior is not going to be filial in the same way as that of a young religious.) But it is not too much to say that this confidence is fre-quently lacking. Is it not a fact that superiors and subjects, instead of regarding one another in this paternal or filial vcay, actually, at times, think of one another as being on opposite sides? Is not the "point of view" so different that,. forgetful for the time being of the unity of their general supernatural aims, they regard each other almost as oppon-ents? The little exercise suggested above was meant to bring out (if it needs to-be brought out) the fact that this attitude of opposition sometimes exists. If it does not exist in your mind (whether you are a superior or a subject), so 148 PATERNAL GOVERNMENT much the better. But .I think it exists in only too many minds. - The supposition of the present article, therefoie (and perhaps others along the same lines will follow it), is that there is a deplorable lack of filial confidence in superiors ¯ amongst many religious. My object is to indicate what [ Considerto be some of the,causes of this undesirable state of affairs. Some of the causes are inevitable, and are insepa-rable~ as hinted ahoy.e, from tl~e very idea of distinguishing between governing and go-~erned. But others are due to false or distorted ideas about religious government, and these can be corrected. These false or distorted ideas .are enter-tained at tim~s both by superiors and by. subjects. My purpose is to point them out, with the hope that a correc-tion of them will help to restore that filial.confidence which .ought to be part of religious life. The Forgotten "'Paternal For:urn'" The first point on which there seems to be widespread ignorance, or at least many false ideas, is the very .real dis-tinction which exists between the paternal and j~dicial forum in retigio~s government. (What I say here applies equally to the ."maternal" forum where religious women are concerned, and when ~I speak of the "judicial" forum [ do not mean judicial in the strict canonical sense--with a view to formal accusation and a trial, and so forth but in a broader sense, as will appear,) In one sense all re.ligious government should be pater-nal. Paternal in this sense means spi'rituai, Christian, reli-gious government,, as opposed to worldly,, or domineering, or military, or political .government. Whether superi.ors are acting for the direction of individuals, or with a view to correcting their faults, or'punishing, or with a view to the common good of the. congregation;'their government is 149 ¯ JOHN C. FORD, always supposed, to be paternal in this general .sense. But in a more particular sense a superior is said to act paternally, or in the paternal forum, to distinguish his office as a father from his office as a judge. This distinction is of special importance when the superior acts to correct the faults or delinquencies of his subjects. For, in the correction and punishment of delinquencies, the superior may proceed either paternally or judicially. To illustrate the difference in the two procedures per-haps the following examples will help. Suppose the supe-rior has it brought~ to his attention tl~at some of the younger religious, who are not allowed to smoke, are occasionally smoking without permission. He calls in these religious, tells them what he has heard, and, without making any particu-lar accfisations, reminds them of the regulation which for-bids smoking, or forbids smoking without permission. Suppose that afterwards he asks one of these young reli-gious: "Were you one of the offenders?"--and the answer is "Yes." Thereupon, he urges the offender to be faithful in his observance of the rules and imposes some private pen-ance upon him in order to impress on his mind the impor: tance of regular observance. It seems to me that in this sort ofcase the superior is obviously acting as a father and not as a judge. The matter is being handled in the paternal forum. But suppose the' superior calls in another Leligious who has previously been warned about a faul,t or delinquency of a still more serious kind. And let us suppose that he has been previously warned that future lapses will involve seriofis punishment--postpo~nement of final vows, post-ponement of ordination, or even dismissal from the con-gregation. And to make the case a perfectly clear one, sup-pose that the delinquency involves an external matter which may. give scandal to the faithful or threaten the good" 150 ¯ PATERNAL GOVERNMENT of the institute itselfmfor i.ns.tance, excessive drinking, or familiarity with the opposite sex, or a professed attempt to undermine the authority of.the institute: The superior Says to this religious, "You have been accused again of iuch and such a delinquency. Before proceeding further with this matter I should like to hear what defense you ha~ce to make." Is there any. doubt.that in such a case the superior is acting as a°judge rather than as a father? We say com~ monly that he is acting "in the external forum." For that reason he deals with the subject at arm's le.ngth, as the law-yers say, and he does not expect fromhim the same degree of candor which he could claim if he were acting in the pater, hal forum. ~ It would.be a failure to rate'the facts and implications in such a case if we were to say that the superior is not pro-ceeding judicially merely because he is not.following thd formalities of the canonical judicial.process. For .when a superior sets out to gather, evidence with a view to i.nflicting serious punishment, especially if it be public, and most of all if it be expulsion from the. orgafiizaf!on; it.wouldbe.an abuse, of l~inguage to call the procedure paternal. Hence,. I t~ink no one Will doubt that, even when there is no question of a rea~l trial in the canonical sense, there is a quasi-judicial procedure which differs substantially from the merely paternal. " Classic Authors on the Paternal Forum The distinction between these two functions of the superior, that of father and that of judge, is a fundamenthl one; and it is particularly.important that it be kept in mind, when.a superiok questions his subjects with.'a-view to the correction of faults. It is not a new distinction.~, The classic authors on the religious life (Suarez, de Lugo, and others) make much of it in explaining the duty of frateri~al 151 JOHN C~ FORD " " or evangelical denunciation ~ith reference to r~ligious. " Neverthelem, even under ideal conditions and in cases where this fundamental distinction between paternal and judicial procedure is well understood, it is sometimes hard ¯ to tell whether.a superior who questions a subject is acting in a paternal or a judidial capacity. Some cases are on the border and it is hard to draw the line. From' reading the authors who have treated these matters, especially Suarez, it seems to me that the only satisfactory general criterion whether the superior is acting paternally or judicially is the purpoge of his proceedings. If he is acting principatlg for the good of the delinquent, in order to have him amend his fault, then he is acting as a father, even though as a means to this end some penance is imposed (or: a private nature), or some remedy is used which is repugnant to the subject, for example, a change of appointment. But if he acts principallg forthe good of the congregation, the common good, and seeks to inflict punishment as a vindication of ~religious disci151ine which has been violated, especially if the punishment is public, or if the idea i's to make an example of someone, and most of all if the punishment in question is expulsion in such cases he is acting as a judge. A Cause of Mutual Distrust Am I wrong in s~ying that both superiorsand subjects often lose sight of this fundamental principle of religious government? And am I wrong in the opinion that one of the fundamental causes for lack of filial confidence in supe-riors is the neglect of this distinction? Subjects expect superiors to act in a fatherly way when their duty as guardians of the public good requires that they proceed judicially. Or subjects feel that they have not been treated paternally when, without detriment to their reputation, the superior has changed their work or their 152 PATERNAL GOVERNMENT place-of work for °their own good but in a way that is displeasing'to them. They forget that it is part of a father's duty to administer medicine evenif it has ~ bad taste. Superiors sometimes forget that information received in the paternal forum, whether from the subject concerned or from another, cannot ordinari1~ be used judicially, and never to the detriment of the public standing of the subject within the community. If the superior does act judicially on knowledge which he has received paternally, the confi-dence of his subjects Will be utterly destroyed. For when dealing with him they will .never know for sure whether they are speaking to him as a father to whom as religious children they owe special filial candor, and whom they carl trust to keep their revelations in the paternal forfim, or whether they are speaking to him .in his more public capac-ity as guardian of the cQmmon good, so that whatever they say can, as it were, be used against them. The distinction between the paternal and judicial forum, as far as self-revelation and the correction of faults is concerned, has its roots in the natural law itself. A child who is asked by his mother Whether he stole the jam is bound to tell the truth even if he foresees a spanking. But the man who is asked by a judge whether he is guilty or.not guilty is not bound to betray himself. Religious generally agree, on entering religion, that those who notice their faults may reveal them to the superior as to a father, ,but they do not give up their right to reputation as far as others (whatever' their position) are concerned. They do not agree that fraternal, manifestations or their own self-revelations be made the basis of public repiehension. Human nature being what it is, the axiom, "No one is bound to betray himself" (that is, in a judicial proceeding), appeals very strongly to everyone who gets into trouble. If the result of self-revelation is going to be postponement of 153" JOHN C. FOP, D ordination or of vows, or.a defamatory public reprehension, all but the heroes will be convinced (and rightly) that they are under no obligation to speak. (I exclude here, of course, ~efects so serious that they. impose upon an indi- .vidual the obligation of not going on to the.priestho9d~.) BUt the heroes do not get into trouble. As for the others, there is no doubt that if the private fault of a religiou~,- whether venialiy sinful or not, is known to the superior only as a father, and to a few others, he has no right to pub-lish the matter. A public announcement of it by way of punishment can easily involve a serious violation of the natural law of reputation. A superior's position, then, is a very difficult and very burdensome one. TO play the double role, of father and of judge, prudently, calls for wisdom and:'selflessness in a high degree. It.is quite apparent that the Code has done much to eliminate the confusion between the forum of con~ science and the forum of external government by forbidding superi.ors to be the regular confessors of their subjects, or to hear their manifestations of conscience as a ~atter of rule. But the Code has certainly not abolished the time-honored, essential distinction between the office of father and the office of judge. The present article is meant to recall to mind that dis-tinction, as a means of restoring filial confidence. Naturally speaking, the attempt" can never be completely successful. .Only education to it from the earliest days of religious life can makeit moderately successful, perhaps a future article or two will dwell on some,practical applications of the doc-trine as connected with the obligation of fraternal denuncia-tion, and the custom, where it exists, of manifesting the con-science to a greater or-less degree to the superior. Cofifi~ dences received in these circumstances call for more than ordinary virtue and restraint on the part of superiors, if' 154 they wish to keep their,subjects from distrusting them. And ~ubje'cts will not undertake these onerous duties or practices unless the~, are led by a truly religious desire for their own perfection. In fact, the whole matter is not worth the trouble of discussion excelbt in the case of.religious, both subjects and superiors, who seriously seek the things of God, and who deeply yearn to giv~e themselves entirely to Himmas a man gives himself to the one woman he loves. They must be prepared to spurn worldly principles in order to follow in the footsteps of the humble and humiliated Christ. He was not touchy about His rights. "Mine and thine, those frigid words" (St. Chrysostom), were not a part of His vocabu-lary. [EDITORS' NOTE: Father Ford is interested in the further develop-ment of the subject of filial confidence in superiors, if time permits it. ~With a view to makin_g tentative future articles as helpful as possible, he would welcome communications, even anonymous ones, on the subje~t. Needless to say, the communications would be treated con-fidentially. Our readers, both superiors and subjects, who are inter-ested in this matter, are invited to send their suggestions directly to: The Reverend 3ohn C. Ford, S.J., Weston College, Weston, Mass.] CHANGES OF ADDRESS If you change your address, either temporarily for the summer, or permariently because of a new assignment, you can assure yourself of the prompt and safe delivery ' of the Ju_ly number (and subsequent numbers) by sending us a postcard with answers to these three questions: 1. What is ~our present address? 2. What is your new address? 3. Is the change to be merely for the summer or permanent? Please send the card as soon as possible. The Mot:her of: ,od Aloysius C.Kemper, S.J. DURING the month of May our Blessed Mother is daily proclaimed the Mother of God by millions of voices, ¯ old and young. Over the face of the whole earth, whene*er the Hail Mary is said, and in numerous other prayers and canticles, in public service and private devotion, that glorious title, "Mother of God," rings out in her praise. It is a title we have all learnt to love and to use instinctively from our earliest years. Times without number it rises to our lips, often perhaps without due appre~ciation of its pro-found meaning, but never with the shadow of a doubt that we actually mean what we say when we style the Virgin, "Mother of God." Despite the familiarity of this beloved title, it is amazing, sometimes amusing, to note the puzzled air that steals over the countenance of the average instructed Cath-olic when he is confronte.d with the question, uttered as a challenge: "Do you really mean exactly what you say when you call Mary the Mother of God? Think of it: the eternal, uncreated God, having a mother who brought -Him into the world on a definite historical date, not so many centuries ago! Does it not seem highly preposter-ous if you take it in its strict sense? You cannot possibly mean it .just that way. It must be merely an honorary title you are giving to the Blessed Virgin; for, of course, God could not reatlg have a mother." A test question of this sort is apt completely to baffle the examinee who. appreciates the difficulty and searches desperately for a justification of a title as familiar to him as his own name, while he keeps muttering to himself the disconcerting. refrain, "Of course, God could not reall~ have a mother." THE "MOTHER OF GOD Let us not imagine that such searching inquiry into: the. implications of Mary's most familiar, title, is .merely"a pleasant diversion employed to test the average catecheti-cal. mind. Tb~ challenge was seriously throv~n out by master thinkers in the early Christian centuries who were tampering with the full significance of the Incarnation, and who-persistently denied that God could have.a mother. that bore Him. Thus, in the early fifth century Theodore of Mopsuestia proposed the following argu-ment concerni.ng the divine maternity: "When you ask me whether Mary is man-bearing or God-bearing, I must in .truth reply that she is both; she is the bearer of man a~cording to nature, for it was a man who existed in her womb and was brought forth by Mary; she is likewise the bearer of God, because in the man engendered by her God dwelt, not as though circumsc~:ibed by that human nature, but as present in it according to the decree and affection of His will." Drawing the blunt conclusion from Such premises, he added: "It is absurd to say that the Word consubstantial with the Father is born of the Vir-gin Mary. The one who is born of the Virgin is the indi-vidual who was formed from her substance, . not the Word who is God. He who is consubstantial with the Father has no mother at all." Nestorius, the most notorious heresiarch of the same period, promptly tried to popularize this. false teaching by employing the more telling weapon of ridicule. In his cathedral at Constantinople he ordered a sermon preached by one of the clergy in which the divine maternity of Mary was denied. When a tumult arose in the church at this audacious assault'on the honor of God's Mother, Nesto-rius himself arose to reply and calm the exaspe'rated con-gregation: "The question is frequently put to us," he slyly remarked, "whether Mary should be called Mother 157 ~LOYSIUS C. KEMP~R of God or Mother of a man. Tell me, I pray you, has God a mother? If so, then we may well excuse the pagans for.claiming mothers for their gods. No, no, my dear people, Mary did not bear God." This seems~ to have been the first public profession of the Nestorian heresy: to deny the divine maternity of Mary was an implicit denial of the mystery of the Incarnation itself. " At first sight the objection contained in the Nestorian position may appear serious. But it is a valid objection only on the assumption that in the Incarnation God did not become man, but that there were two distinct persons after the union--God, the Word, Son of the Father, and the man born of the Virgin Mary. Pointing to the Child Jesus, Nestorius would say: "This one is the offspring of Mary, a man like ourselves, truly her Son and Child. The other one, the Word of God, who dwells in this man as in His special temple, was not born of Mary but from eternity pioceeded from the Father by divine generation." He could never be prevailed on to admit and to believe with the whole Church that the Infant born in Bethlehem is truly God made man, and that consequently there can be no possible distinction between "this one" and "that one," as between two persons. His doctrine was condemned by the Church as an execrable heresy. The common people themselves, with a correct sense of the truth, raised an out-cry against the blasphemy that Mary is not the M6ther ~f God; and later when the decree of the Council of Ephesus solemnly proclaimed the divine maternity of Mary their joy and exultationknew no bounds. The title of "Mother of God," applied to the Blessed Virgin, is justified by the following simple reasoning, plain to any child: "Mary is the Mother of Jesus. But ~lesus is truly God. Therefore Mary is the Mother of God." The syllogism thus enunciated contains one asset- .158 tion requiring :further proof or explanation. That Mary .is the Mother.of 2esus no one no.wadays would be inclined to call in question. The modern mind is quite at ease in admitting the historical evidence which vouches for the mother of this man ~lesus, who was born, li(red and died, whose story is,known from the Gospels. However, after tl"Je appearance of the Nestorian i pet-version, of Christ's identity, the second premise of the syl-logism that 3esus is truly God has been doubted or denied by countless bearers of the Christian name. On the. undi-luted truth of this second proposition depends the veracity of Mary's divine motherhood.Unless the Child ~he bor~ is truly and unequivocally God .then quite, i~at,urally neither is she the Mother of God. . . We need not prove the divinity of 3esus .here .but may take it over from the faith of the Church as a dogma ,so fundamental that the very name and substance of our religion would disappear if it were denied. As the Nicene Creed declares:. '.'I believe . . . in one Lord 3esus Christ, the only begotten Son of God', born'of the' Father before all ages., true God of true God. c?nsubstantial with the Father . who for us. men, and for our salvation, came down from heaven and was incarnate .by the Holy Ghost of the VirginMary; and was made man.'-.'. . : These words, of the Creed make it clear.that Christ had two natures, one the divine Which He received, from all et.ernity from the Father, so, that He was "born of the Father". and~ of the same substance with Him. Neverthe-less. this same Son was also born of His~ earthly, Mother from whom He received a human nature, a second nature. added to. the one already His from all eternity. It follows then that God ~he Son was twice born, the natural Son of His heavenly Father, the natural .Son of ,His earthly Mother: in either case the same one, the same individual~ 159 'ALOY$1US C. KEMPER the same divine Person. Could anything be more pl~iinly stated in our creed, or more lucid!y dear from the Gospel narrative than the fact that the whole story, from divine, eternal birth to temporal death and resurrection, is the story of one and the same Person, whether you .designate Him by His divine or His human names, God, Son of God, the Word; Christ, 3esus, or even simply "this man"? It will aid in unravelling subtle difficulties and objec-tions that lurk in many a mind in regard to this doctrine to enumerate in catechetical fashion, what we do not say about the Blessed Mother, and what we do say, regarding her divine maternity. 1. We do not say that the Son of God whom Mary bore did not exist before His earthly birth. This latter is His s.econd birth. By generation from the Father He existed from all eternity. It would be plainly absurd to assert that a woman brought God into His first existence, as though she had made God to be, and there would be no God without her maternal activity. Nestorius wa~ not ashamed to hurl the'accusation at his hearers: "You have Mary make God by calling her the Mother of God." Mary did not make God to be, bu~ she did make God to be man. That He is man is due to her maternal activity, aided by . the over-shadowing of the Holy Spirit. 2. We do not claim that she brought forth God tri-une, but only God the Son, the second Person of ~he Trin-ity. Sometimes when we employ the word "God" we mean the three divine Persons, as when we state that God created the world. Creation belongs equally to all three divine Persons. At other times the word is taken to indi-cate a definite Person, as in the phrase, God became man. It is quite correct to use the word "God" in both connota-tions. But one may object, "Why do we not always state the whole truth, by declaring at once that Mary is the 160 THE MOTHER'OI~ GoD Mother of God the .Son, and not Simply the Mother of God?" The reason is quite" simple. The insidious claim that Mary bore a mere man into the world could in no more effective way b~ laid low at one stroke than by desig-nating her in one. word,- "theotokos," that is "God-bearing," Or in our familiar phraseology-"Mother of uGnodde.r" tTheh eim wphaoclte o ffa tbhriisc s oinf ghleerse tthicuanld fearblsoelth.ood crashes 3. Finally we-do not iay that Mary is the mother of "the human nature of the Son of God. Some in their anxiety to remove misunderstanding suggest that we ,reduce our claim for Mary to a motherhood of human nature, since in this case the mother did no more than clothe an already existing Person with the nature that made Him man. No, this simplification "is in no wise admissible, involving as it does a false notion of the term "mother" and of the implied idea of generation. A mother is properly said t6 bear a son, not his nature. Though her immediate function cbncerns directly only the material ele-ment of his being, the soul being created directly by. God, she is never styled the mother of his body, or the mother of his human nature. She invariably giv.es birth to a child, a man, a person, .an individual; call him what you will, but note that it is .always "he" that is born, not "it." "Mother" and "son''~ are correlative, never "mother" and "nature." The stupen.dous fact in the'present case, known only through revelation, is that the Person in question is the Son of GodHimself. We must, then, observe the same propriety of language: Mary bore "Him," "this Person," "this child"; she is His mother, not the mother of His human nature. Coming now to our Positive doctrine, what"do we claim in regard to the divine maternity? The points may \ I61 "ALOY$1US C. KEMPER be very briefly stated, being already largely covered by the preceding explanation. 1. Mary cooperated in the birth of her divine Son exactly ~s any other mother, as far as her maternal func-tion was concerned. What she could not furnish as belonging to the paternal activity was in this case sup-plied by the power of the Holy Spirit. 2. The ordinary laws of human development were operative as usual. For nine whole months the Blessed Virgin was inexpressibly more than a mere temple of God, for the flesh of her divine offspring and her own were united in a°truly~physical unity as the sacred fruit of her womb advanced to maturity. 3. The birth of Christ was a ~irgin birth, strictly miraculous--a truth defined by the Church from the earliest ages. andexpressed in the Creed by the words "born of the Virgin Mary." This was the second nativ-ity of the Son of God, who through it became one 6f our race without ceasing to be Son of God. 4.' Ther~ is however only one Son under considera-tion, not two. As soon as one would wish to introduce a second son the hypostatic union would be sacrificed, and we should find ourselves in the Nestorian two-person camp. We should then be constrained to refer to "this one" as the Son of the Father, and to the "other one" as the Son of the Mother, and the latter, would not be God, nor would Mary be the Mother of God. The truth is the other way. We point to the Infant ,Jesus in the crib, or to the dying Savior on the cross and ciy out, enlight-ened by supernatural faith, "truly this is the Son of God "and of Mary." 5. The actions belonging to the body,the soul and ¯ the human nature of "this man" may be, and indeed must 162 MOTHER 01~ GOD be, attributed to the second person of the Trinity, Thus it is God Himself that dwelt amongst us, God Himself that was born, was nurtured at Nazareth, "ate, slept. walked ~he streets, preached, prayed, sweat blood, suffered, died, and was.buried. Some of these expressions occur in the Creed, in the recitation of which we often fail to remark that the greater part of it concerns the terrestrial human life of the eternal Son of God. made flesh and dwelling amongst us. ,. His dwelling amongst us depende.d upon His first having been "born of the Virgin Mary," which is but another way of saying that the Virgin is truly and properly the Mother of God. A cold and schematic analysis such as the foregoing may appear an unworthy appraisal ofone of the most con-soling truths of our faith, and of the most sublime of all .of Mary's priceless prerogatives, her divine maternity, the very rbot and foundation of all her magnificent adorn-ments. Yet cold, theological analysis is a necessary approach to'a fuller realization of the rich treasure of our holy faith. It wiil serve in the present case, it is hoped, to focus a clearer, steadier light on the Madonna with the divine Child, by clearing a.way any lingering haze of misY understanding that may attach to her maternal dignity, so that the truth and beauty of this sweetest of all images may stand forth in new brilliancy in our minds, and cap-tivate our hearts in a more undying love of the Mother and the Son. 163 The Cell Technique ot: Specialized Ca!:holic Action Albert S. Foley, S.2. 44CTRONGER and greater than any othe~will no doubt ~ be the aid afforded to Catholic Action by the numerous religious families of both sexes who have already rendered signal .services to the Church for the good of souls in your'nation. They w.ill give this aid not only by their incessant prayers but still more by generously devoting .their 'efforts to it, even if they do not, properly speaking, have charge of souls; they will give it more par- .ticularly by preparing for Catholic Action, even from the most tender age, the boys and girls whom they teach in their work, and especially in schools and colleges, both for men and women, placed in great part under the direction of reli-gious Institutes; ~nd above all in developing inthem the sense of the apostolate, and in directing them finally toward the Catholic Action organizations or in receiving these into their own associations and institutions.''1 In accordance with these wishes and directives of our .late Holy Father, great Work has been done by many out-standing religious youth directors in English-speaking countries. These religious, by their literary and organiza-" tional work, by their agitation and their achievements, have contributed mightily to the cause of general Catholic " Action. There is hovcever one phase of the movement that has no~ yet received sufficient attention in the United States. That is the preparation of leaders for the apostolate of 1pius X[ to Cardinal Leme da Silveira Cintra and tl~e Brazilian Hierarchy, October 27, 1935. AAS 28 (1936) 163. 164 THE CELL TECHNIQUI~ specialized Catholic Action by means of the cell technique. Lacking leaders so trained, the development of total Cath-olic Action in our country is lagging slightly behind some parts of the Catholic World. Butwe can be sure that this state of things will not last .long. Many religious through-out the country have become convinced of the value of this new technique. They have become the biodynes of this new .cell movement, have begun to stimulate cell grow~th and multiplication in all kinds of milieus, and even in manor existing Catholic Action organizations. If these pioneers are joined by large numbers of our capable, enthusiastic religious, American Catholic Action will soon become-the vital Christianizing influence it should be. Catholic Action is undeniably destined to be a force for the restoration of a11 things and all men in Christ. Plus XI defined it as the "participation of the laity in the apostolate of the hierarchy." He moreover insisted that this participa-tion should not be merely g~neral and sporadic as in the past, but should be organized and specialized according to environment, to facilitate an apostolate of like by like--~ the worker becoming an apostle for workers, the profes-sional man for professional men, the student for Other stu-dents. To meet the extra demands .of this personal aposto-late, the cell technique was devised, and the Pope, after seein~g it in action, praised it as the "genuine, authentic, per~ fected forrii of Catholic Action." What precisely is this cell technique? The cell notion and terminology is of course derived by analogy from the physiological unit of the living organism. A Catholic Action cell is a small, specialized unit of the Mystical Body, having, as every cell has, two dements: 1.) an active share in the life of the whole Body in order to achieve its particu-lar function; and 2) a certain inner composition fitted and adapted to carry out that function. We shall consider in 165 ALBERT S. FOLE~ this article both the apostolic spirit energizing the cell, and theinner composition and w6rkings of its organization. ¯ First, as to the apostoli~ spirit. In the letter quoted at the head of this article, Pius XI stresse~l the importance of "developing in them the sense Of the apostolate." It is not enough for them to know, the Pope pointed out, that the laity are, by their membership in the Mystical Body, privi-leged and entitled to share in the hierarchy's apostolic work. Nor is it ~uflicient to hammer home their duty to their fel-low men in this respect., They must be imbued with so ardent and personal a love for Christ that the apostolic spirit will automatically, inflame them.' No blue-nosed zealotry, no fanatical reforming mania, no hypocr.itical, h01ier-than-thou attitude can pose .as apostolic in cell work. Rather, the soundest basis, for lasting achievement through the technique is this keen personal attachment the Leader. That, by the way, is the method our Lord Himself used to draw His first followers. By His personal magnetism He won toHimself Andrew and John. Andrew, enthusi-astic in his new-found love, brought Simon Peter to Christ. John no doubt brought, his brother James. Then when Philip was called, his first apostolic conquest was Nathaniel. Soon the group, the first cell, was formed. Christ won their hearts utterly to Himself. Only then were they ready for their apostolic mission. This personal devotion to Christ is all the more neces-sary because of the apostolic methods, used in celt work. The re-Christifying of the immediate milieu is to be car-ried on not only through the general methods of propa-ganda and influence, but especially by .the apostolate of personal contact, of man-to-man conquest of consciences and souls through service, winning influence, individual attention and indoctrination. 166 THE. CELl. \ The present-day, possibilities and functionings of tNs System were symbolized vividly during one of-the Cath-olic Action .Congresses in Europe before the war. At a n[gh~ service ina giant stadium. some 80,000 were assembled. Suddenl~ all the lights went out, except candles burning on the altar. From one of these, signifi-cantly, the leader lighted his candle, carried the flame down to his neighbors, and transmitted it to them by personal contact. These two lighted in turn the two nearest to them. The light at first spread slowly along the fbont rows as candle after candle caught fire. But soon it gained momentum. It became a racing flame, sweeping through. the whole center of the stadium and up into the stands in geometrically progressive leaps and bounds until all were ignited. That is a true symbol of the movement. A flame, a fire passed on by :personal contact in the immediate milieu can spread and catch all, where methods of mass a~itaton .of large, unwieldy units, fired by an outside enthusiast, will at most perhaps light up a temporary, borrowed glow. Using this personal contact technique, a small group of Catholic Actionists won back to the Church and:the Sacraments 85 pergent of the student bod~ in a godless state University in France within three y~a~s:. Another group of ~lerks at the Paris Stock Exchange conquered for Christ 300 of the 500 clerks there. The remainder were brought into conformity with Christian business ethics. Result: the Exchange was reformed more effectively by this technique than Wall Street by the. SEC. It is noteworthy. too that the Jocists in Europe have, by this method, triple~ their membership to well over a million since the tragic summer of 1940, despite the handicaps of the occupation. S~ilar results are being obtained, in Canada. In our own country a few such.instances as these are on record. One 167 .~LBEKT ~. FOLEY Manchester youth won back to the Church twenty-four out of twenty-seven of his companions who had fallen away. A Notre Dame freshman, after a few months of training in the technique, ~vent back to his home town and inspired forty of his former high school friend~ with the idea. Together he and they spent their summer getting Catholic children to go to Catholic schools. They thus increased the enrollment of Catholic grammar and high schools more than twenty percent. It is therefore rather incorrectto maintain that none of our youth in school or out of it is capable of being inflamed with this conquering spirit. The plain fact is that many are already burning with a fiery desire to do something for Christ, and that many others can easily be so enkindled. Under the pressure, of the war, or perhaps despite it, .the more intelligent and wide-awake among them are authen-tically responding to the Church's spiritual program. Mass is being better .attended, more intelligently shared-in, more fruitfully lived. Retreats, holy hours, visits, and other spiritual activities send them back to religion classes eager to learn more of Christ. They willingly undertake myriads of zealous activities for Him, and for His Mysti-cal Body, a consciousness of which latter is not.wanting . tin them, now that their frequent Communions and their innate goodness and ~harity are bearing fruit. Hitherto, perhaps too often, these early indications of piety have been taken as signs of an incipient religious vocation, not of a summons to Catholic Action. Spirited youths have sometimes shied away from the religious .life when it and it alone was presented to them as the only logical conclusion of a keen,-active love for Christ. To avoid'tha~ special vocation for which they felt no attrac-tion, they have too often built up .resistance to the call of Christ, become impervious to the influence of the Sacra- 168 THE CELL TECHNIQUE mentsand of retreats, and allowed the flame of their love for Christ to be smothered in other pursuits. If they were given training and instruction in .the c~ll t~echniqu¢ of Catholic Action specialized to their student-or youth surroundings, this fire would be saved. They would then be prepared for a zealous lay Catholic life in their future environment, and for the religious life as Well, should theyfinally choose it. One difficulty-immediately presents itself. Will the grooming of youth for lay apostolic work seriously cut down the number of religious vocations? If 'the best youngsters become enthusiastically interested in and trained for the vast field of zealous achievements for Christ in their Own milieu, will they devote their lives to that field rather than enter the religious life? Will first-hand acquaintance with the dynamic, up-to-the~minute, effi-cient techniques of specialized Catholic Action so absorb all their interest as to leave no room for ambi~oning the apostolic work open to religious? It is hot easy to answer.these queries in advance. But it can be noted that in those countries where religious have generously devoted their efforts to training youth for specialized Catholic Action, religious vocations have increased. In Italy, just one year after the reorganization of Catholic Action, the feminine ~ection alon(~ furnished 2,500 vocations. In France, Belgium, and Holland, they were on the upsurge.These Catholic Action groups con- ' sidered it a sign of a successful federation if it produced ~eligious vocations among the leaders or among the ~ank and file. Where none were forthcoming, those in charge sensed that s~mething was.awry. Already in~ the United States, where specialized cells are in the experimental stage in Chicago, Toledo, Dayton, and New York, in Manchester and other cities in the New England States, at 169 .~LBERT S. FOLEY l~otre Dame, Marquette, John Carroll and Dayton Uni-versities and a. dozen other colleges, as well as in scattered groups t~roughout the rest of the country, many religious vocations have_ resulted. Moreover these new recruits will be all the more excellent religious for having served their apprenticeship in the cell movement. This becomes evident from an examination of the inner structure and the other elements of this cell tech-nique. Given a group of six or eight intelligent, sincere leaders-to-be (not politicians, publicity seekers, pious racketeers, or "pushy" religious climbers), the technique first prescribes that they be formed into a cell, a living unit of the.Mystical. Body, under the personal direction of a priest or a religious. The cell is organized under a leader, usually the oldest with ~he best personality, and through this leader and by means of private conferences with him, the director outlines plans and procedures for the cell meeting of about two hours every week without fail. It is in the cell meeting that the fire of personal zeal is fanned into flame, and the techniques of spreading that fire to others are studied, applied to their own lives and to the concrete problems of their surroundings. ~ The formula for the meeting comprises the follow-ing: 1) CorporateVocal Prayer before and after the meeting; 2) Corporate Mental Prayer or Gospel Study; 3) The Checkup; 4) The Social Inquiry; 5) Liturgy .Appreciation. A brief word on each of these) 2More detailed analysis is impossible in so short a compass as an article. Consult for further information, the following works: Fitzsimons and McGuire, Restorin9 All Tt~ings, A Guide to Catl~olic Action, (Sheed ~ Ward, 1938) 198-236; McGuire.-Paul, Handbook of Group AOencla, (K. of C., New Haven, 1940): Geissler. E. Trainin9 of Lay Leaders, (Univ.~ of Notre Dame. 1941): William Boyd, "Militants of Christ" Orate Fratres, xvi (Jufie 14. 1942) 338-347. In regard to the program of subjects for Inquiries. we may mention that this has been worked out in exact detail by youth groups in other countries---Canada, for instance, having a full seven-year cycle of subjects. These, of course, have to be adapted to the American scene by individual and collective work of the cells, but cellists can no doubt learn much from their experience, as is the case with those already experi-menting with it here. - '170 1) Corporate'Vocal Prayer. Led by one of the them= bets, who may or. may not be permanently chosen, the group recites what vocal prayers they choose for the start and the end of the meeting. It may seem strange at first that the priest or religious present should pray along with them instead of praying in place of them. But the reason is apparent. For united, organized action the group must not only work together, play together, study and plan together, but must also pray together. Active, dynamic praying can never be developed by passively hearing others pray. They must do it themselves, and thus develop that sense of togetherness in the Mystical Body, that union of all with Christ as His own. They or the director may suggest prayers, either of the ordinary devotional type, or, as their acquaintance with it increases, from the liturgy. 2) Corporate Mental Prager or Gospel Studg. One of the main means to fan the fire of love for Christ has been found to be the direct, prayerful study, of the inspired word for about fifteen minutes at the start of the me.eting. It is perhaps difficult for religious to realize the stirring impact of the Gospels on one who prays over them for the first time. True, most youngsters are half-way acquainted with the parables and the general outline of our Lord's ¯ life. But the absorbing and compelling magnetism of His life. is a new thing to them. By personal, prayerful reading and application to their lives of scenes' like the Annuncia-tion, the call of the Apostles, the full Sermon on the Mount, the discourses inSt. John, the sermons in the Acts, the~, are as a group drawn together to the Master, meet Him as never before, feel their hearts burning within them" anew. This should be linked up with and pointed toward the Social Inquiry, to furnish motivation,, inspiration, guid-ance, or principles for it. And no one, surely, is apt to be 171 ~LB~T S. FOLEY better prepared for doing this than the religious who has for years 'drunk deeply at this source of light and warmth. It is not long before the cell realizes, as Archbishop Good-. ier maintains, that "nothing can take the place of constant, repeated reading of the Gospels." '3) The Checkup. This is out of place here in a logi- .cal explanation of the technique, but it is definitely in place in the technique itself, especially after the first meeting. The checkup consists in this, that the ceil members examir~e their social consciences. They report on the fulfilment of the definite resolutions taken in their Gospel study. Each one tells of his work in carrying out the plans decided on in the Social Inquiry. Mutual stimulation, interchange of ideas and metl~ods, discussion of successful techniques of approach, conquest, influence,, and service spontaneously result. Nor should the psychological value of the checkup be overlooked. It plays as important a role in fostering the social apostolate as would a public examen of con-science in the endeavor to attain to .personal perfection in a rel~gi6us community. 4) The Social. Ir~quirtj. This is the most important and most essential section of the cell meeting, the heart' of the whole cell ,technique. Many religious are acquainted ~with it as the Jocist method of attacking social problems in any given milieu, always with the aim, of course, to rec,hristianize or conquer more completely for Christ the persons contacted. The three phases of the method are observation, judg-ment, and action. These constitute what amounts to a group meditation, conducted l~y the discussion method, with the .three phases roughly corresponding to the exer-cise of the memory, the understanding, and the will. To be sure, just as in formal meditation, it is more a question of stress than of air-tight division into these compartments. 172 THI~ CI~LL TECHR'IQUI~ BU~ while forming one unit,, one human act, the phases are distinct ~ind have definite purposes. In the Observation phase the leader and the cellists put their heads together.to analyse the elements of the problem at hand, .the available data they can recall. It is a fact- .finding, fact-gathering process.to set the stage fo~ discus-sion, thought, and comparison witl~ Christian ideals. These too they mus~ recall (or learn if they do not know them) either from their Gospel, study, or from religion classes, or from other instruction in Catholic social prin-ciples and moral-standards, ethical practice and even com-mon sense. All the facets of this one environmental prob-lem are thus examined until the cell" discovers what is wrong or less good when placed side by side with Chris-tian standards. To,aid this .process, the leader prepares in advance with the director's aid, a series, of stimulating questions that suggest avenues of approach and investigation,, or revive faint memories hidden away in the recesses of the mind. Once this is done, they are ready for the second phase. The Judgment to be passed, it must be remarked, is not a juridical one. It is certainly not to be a Pharisaic one. Nor is it to remain theoretical. It is rather a reso-lute, imperiofis decision reached by all simultaneously,, or better still,, a practical judgment by the group that some-thing is to be done and done by them as a group, in the, solution of this problem. By uniting the data of their. observation with the motivation furnished by their zeal and-with the urgent need for their action, they concretize this zeal and channel their ~efforts into this one present prob-lem. Their convictions thus became principles of action, and it is this action that they discuss in the third and cli-mactic phase of the method.- 173 ALBERT S. FOLEY Everything is pointed toward this Action phase. But it is the most difficult and critical Of all. Here the group discusses what sp.ecific, definite, immediate steps are to be taken by each member, what precise lin~s of conquest to be ~ followed before their next meriting. Concrete resolutions are takeh. These are recorded to be checked up on next week., The prime psychological value of this group medita-tion is plain. In religious organizations and in religion classes, in retreats, sermons, missions and lectures, we have tried every method of force-feeding known to pedagogical science. We wonder at the sluggish,spiritual appetites of the students, even the more capable ones. This method fosters their self-activity. It lets them eat. They rise up from this spiritual board and go out to expend their ener-gies in action and exercise, and come back athirst and hun-gering for more. They find that it is not what is given them but what they get by their own efforts that.really satisfies and stimulates. The Observe, Judge, Act system may not produce .doctorate theses, but it is their own, their very own, not some~ pre-fabricated or pre-digested menu impersonally served them by outsiders. 5) The Liturgy1. The final few minutes of the mi~et-ing are devoted to an" appreciation of the currentliturgy. As a stimulus to their grou15 praying nothing helps more than active participation in Massas a cell. For this,, an understanding of the Church's.seasons and of the weekYs feasts is an indispensable aid. This should be linked up too withthe carrying out of their practical resolutions for specialized Catholic Action. What, therefore, should a religious do who wishes to make use of this technique in training a group of leaders-to-be? The Pope's program in regard to general Catholic Action applies with particular, force to this specialized 174 THE CELL TECHNIQUE form: Prayer, Study, Experimentation. Without prayer, the prime requisite, the other, two are doomed from the start. In lieu of special courses, such .as those urged by Plus XI and Cardinal Pacelli in a letter written by the pres-ent Holy Father to superiors of religious orders (March 12, 1936), religious may study the movement by making acquaintance with the books and groups referred to in this article and by following the leads they will give if con.- sulted. Finally, experimentation with groups °even in existing organizations (as is being done in the Sodalities in many places) can be carried on with no more friction than that caused by the retreat movement. Both. retreat and cell movements are for the training of an elite, both are indis-pensable to th~ future ,work of these lymphocytes, these cells for the restoration and upbuilding of the Mystica! Body.' Divine Providence and Religious Institutes In an article entitled ."Introduction to Franciscan Spirituality," published in Franciscan Studies for December, 1942, Fr. Philibert Ramstetter, O.F.M., rightly insists that the Church must be the special object of God's loving Providence, and that in particular the Religious Orders and Congregations com~ under this Provi-dence. "Nor should the multitude and diversity of Religious communities mak~ us pausg," adds Fr. Ramstetter. "The all-wise God has.a particular and exactly-defined task for every single one of them. Moreover, history makes it clear that each such Order and Congregation, at least partly because of its special work, has its own mor~ or less specialized way of sanctifying the men and women who come under its influence, In other words, by the Providence of God each,approved Order or Con-gregation becomes a distinct school of spiritualityby itself or finds it proper place within one already established, each school having its particularized ideal~ of the supernatural life given to the world by ~lesus Christ. "The variety of schools within God's Church does no~ imply that the essence or principles of Christian living ever chang~they are as constant as the mind of God. But it does mean that the Christian concept of religion is wide enough to embrace not only varying degrees of personal perfection but also different artirude~ towards the Christian life and, as a result, different ways of living it." 175 The Seal ot: Confession Edwin F. Healy, S.J. WHEN a Catholic goes to confession and tells the priest ~all the secret sins and defects of his life, he realizes that the knowledge of the faults which he is impart-ing to his confessor will remain jUStoaS hidden from others as though he had spoken to God alone. Many theologians used to assert that the knowledge of the sins confessed is possessed by the confessor only as God. As man, he knows nothing of them. Though many other theologians dis-agreed with this way of stating the case, all donceded that, since the confessor has received this knowledge as the repre-sentative of God, it is now beyond the scope of human rela-tions. The priest possesses it as incommunicable, knowl-edge which must be buried forever in the secret ~iaults of his memory. Since the earliest days of the Church all theologians have taught that the confessor must suffer anything, even the most horrible type of death, rather than violate his obli-gation of keeping secret all sacramental knowledge. The seal of confession binds in every imaginable set of circum.- ¯ ¯ ~stances. Even though a priest, by violating the seal, could prevent the outbreak of a prolonged, devastating, world-wide war, he would, nevertheless, still be bound to absolute secrecy. In other words, a confessor is never permitted to reveal knowledge guarded by the seal, no matter how great the good which such a revelation would effect. There are no exceptions to this 'rule. If even one exception were allowed, the faithful would not approach the Sacrament of Penance with the same freedom and confidence. Penitents in general, and especially hardened sinners, would entertain the fear that their sins might one day be revealed. By pre- 176 THE SI~,~L 01~ CONFESSION venting, such evil effects, .the excluding of any and every exception works to the common spiritual good of all Chris-ians arid greatly outweighs any accidental beneficial results which might follow in this or that particular case from the restelation of a sacramental confession. The seal of confession, then, is the obligation 9f abstaining fromall use of sacramental knowledge, if the use Of that knowledge would either betray the penitent or render him Suspect. Hence, the confessor is obliged to main-tain the strictest silence concerning all that he learns in the Sacrament of Penance, when the discussion of such matter would even remotely risk disclosing the .penitent .and his sin. The obligation of the seal requires even more than this. The priest must refrain from making use of anything learned in confession, if the use of such knowledge would in any .way whatsoever tend to the detriment of the Sacra-ment. The subject-matter of the seal consists, in general, of all sins, defects and everything else of a confidential nature manifested in a sacramental confessiofi.It includes all that the penitent rightly or wrongly confesses as s{n. All mor-tal sins,, then, even though they be notorious, and all venial sins, even the slightest, are matter of the-seal. But more than this. The subject-matter of the seal embraces all remarks and explanations made by the penitent with the intention of perfecting the ~self-accusation, whether or not the points mentioned are necessary or useful or wholly superfluous for the proper understanding of the case. If, then, the penitent reveals to the priest temptations which he has experienced or evil tendencies against which he must struggle, the confessor is obliged to keep this knowledge strictly to himself. The same is true with regard to the description of the circumstances in which the s~ns occurred. If; for example, a penitent mentions that the murder which 177 EI~W!N'F. HEALY he has committed took place at a certain gasoline station, or if he discloses the manner in which the murder was per-petrated, these bits of information also would be safe-guarded by the Seal. What is to be said of the physical or mental defects which, in one way or another, come to the attention of the confessor during the course of the confession? Natural deficiencies must be considered matter of the seal either if they are manifested in order to explain some sin or if they are secret defects. Even though these latter are not men-tioned by the penitent but are accidentally learned by the confessor, the priest must maintain sacramental secrecy in their regard. It is dear, then, that such traits as a tendency to avarice or anger or other secret moral, weaknesses are sub-ject- matter of the seal. Though th~ subject-matter of the seal is very extensive, there is, nevertheless, ' certain knowledge acquired in sacra-mental confession which does not fall under the seal. In this category belong Statements made clearly by way of digres-sion, which in no way per.tain tO the sins submitted to the Power of the Keys. An example of this is the remark:. ',Father, my new home is finished now. Will you bless it when you have time?" The knowledge thus imparted'is given extra-sacramentally. That one come~ to confession is of itself a public fact to which the confessor is a witness. Hence, it is not matter of theseal. The same is true regard-ing the !ength of time which a penitent remains in the con-fessional. If, however, a man approaches a priest in secret to go to confession, his coming to the Sacrament is not pub-licbut secret. Since knowledge of tl~is secret fact could easily give rise to suspicion of serious sin, it becomes matter of the seal. Also, if a man were to spend an unusually long time in the confessional, prudence would prompt the priest not to reveal this, for fear that it might lead others to sus- 178 THE S~L pect that this penitent had a large nUmberof sins to tell. Let~us suppose that a thief were to kneel at the feet 6f a priest and recount various sins, but with no in~entiofi of receiving the Sacrament ofPenance. He has placed himself in. these circumstances merely to have a .better opportunity for picking the pockets of this pious priest. In this case the confessor would in no wise be bound to sacramental secrecy, because the obligation 6f the seal arises only from a confes-sion which.is sincerely made with a view to receiving abso-lution. (Whe(her or' not the absolution is actual!y imparted makes no difference with regard to the obligation of the seal.) As long asthere is the intention, then, to . receive the Sacrament of. Penance, the obligation of the sea! ¯ is present in spite of the fact that ~he .penitent lacks~ the proper dispositions or the priest lacks faculties for hearing confessions. A sacramental confessi.on, therefore; and only a sacramental confession imposes the obligation of the seal. But, one may ask, what if a man were to go to a priest Who is vesting for Mass, and, in order to put an end to his wbrrying, explain certain severe tem. ptations which he has just experienced? Is this to be deemed sacramental confes-sion? It is sacrament~il on on:e condition:¯ namely, that the man desires the priest to give him absolution, in case he judges it necessary or advisable. If, on the other hand, a.per-son confesses his sins by letter to a priest who is in another town,the~re would be no sacramental secrecy involved. Why is this? The confession, in order to be sacramental, must be made to a priest who is actually present. What if one approached a priest and, with no intention at all of going to confession,, revealed some secret, prefacing his disclosure with the words: "Father, I am telling you this under the seal of. confession"? Would tiiis priest then be bound by the seal? No, he would not. But let us suppose thathe readily agreed to receive the communication under the 179 EDWIN F.' HEALY secrecy of confession. Even in this case he would not be held by the seal. The reason is dear. Since no sacramental confession is made, not even an incipient one, this secret can-not be protected by the seal of the Sacrament. x~rhat is required to constitute a transgression against the obligation of the seal? Obviously the seal is violated. when one reveals matter protected~ by sacramental secrecy and at the same time in some why designates the. penitentm supposing, of cours~e, that the latter has granted no explicit permission to disclose this knowledge. Such illicit revela-tion may b~ either direct or indirect. For direct violation there must be a clear manifestation both of matter of the seal and of the identity of the penitent concerned. If, for example, a priest were to make known the fact that John Jones committed a murder (and he is aware .of this.only from Jones' confession), he would undoubtedly.be guilty of a direct violation of the seal. But what if.that priest did not mention Jones by name, but simpler declared that the wealthiest man in this town (and Jones is known as such) ,committed a murder? This also would go directly counter to the seal. Or again, if that priest were to state that the first man who came to him to confession today confessed the crime of murder, and if his hearers knew., that Jones was ~.-that first pegitent, the seal would be violated directly. Not only revealing mortal sins but divulging even venial sins can constitute a direct violation of the seal. If, forexample, the confessor asserts that' James" Brown con-fessed a sin of lying or that he is guilty of serious sins or of m~nq venial sins, he is directly transgressing against the sacrdd 'obligation to secrecy. The sins need not be named specifically. . Up to this point we have treated only of the direct vio-lation of the seal. A violation is said to be indirect when causes the danger of manifesting the penitent and his sins or 180 THE SEAL OF (:ONFESSION at least of exciting suspicion in his regard. This danger may be created by what the confessor says or does or even by what he omits to do. A confessor would indirectly violate the seal, if he made known the penance which he imposed on a certain penitent, unless of course the penance were very light, for example, two Hail Marys. Provided that his way of acting could be observed by others, a confessor would sin against the obligation of the seal if, after confes-sion, he were to give the penitent a severe look or if he failed to treat him in as friendly a manner as he did before.- More.- over, a confessor violates the seal indirectly, if during the ' confession he argues with the penitent in a somewhat loud. voice, or if he repeats the sins confessed in a tone that risks revealing.the faults to others. In passing we may remark that eavesdroppers who try to hear what the penitent is saying in confession or those who kneel very close to the confessional in order to learn wha~ is going on sin against, the seal, even though they reveal to others nothing of what they manage to overhear. One thus listening to a-penitent's confession is causing the revelation of the penitent and of his sins to one who has no right to this knowledge, that is, to himself. This is a direct viola-tion of the seal. However, if one happens to be standing some distance from the confessional, he is not obliged to move away or to stop his ears, though he may accidentally overhear one who is confessing too loudly. (Nevertheless, whatever is thus overheard mustbe guarded under the seal. ) Let us now consider the seal in its wider interpretation. The seal, taken in this meaning, is violated indirectly when, on the one hand, there is no danger of either disclosing or exciting suspicion about the penitent and his sin, but, on the other hand, harm or displeasure to the penitent arises from the use of sacramental knowledge. In instituting the Sacra- 1'81 EDWIN F, HEALY ¯ ment of Penance~. Christ imposed the obligation of the seal on all. those who share in confessional kr~owledge. ¯ He did :.this in order to preclude the aversion towards the Sacrament which the lack of such security would occasibn in the hearts of the faithful. Christ desired that no Use be made ofcon-fessional knowledge which would cause injury to the Sacraz ment. In order to safeguard the observance of the seal in the strict sense, the Church forbids the confessor to employ sac- . ramental knowledge in a way that w.ould displease the peni-tent. Such :;n action of the priest, even though there were no danger of betraying tl~e penitent, would, nevertheless, violate the seal as it is understood in its .w, ider meaning. We mentioned above that the seal, in its broader inter-pretation, is violated ~hen "harm or displeasure to the peni-ten[ arises from the use of sacramental knowledge." What do we meanby, the words "harm or displeasure" ? We mean injury either in body, in soul, or in extern~l possessions. We mean whatever would redound to the dishonor or discredit of the penitent; whatever would inconvenience him or annoy, shame, or sadden him. We mean, in a word, what-ever would make the penitent even slightly regret his con-fession. Hence, the use of confessional knowledge which would cause any of these effects must be counted illicit.If such use were permissible, penitents would find the Sacra-ment of Penance less desirable and less easy to approach. ~:'hus they would be deterred, at least to some extent, from going to confession. They would not find in this Sacrament ~he freedom and the consolation which they may righ~tly ¯ expect. Would.not the use of sacramental knowledge which we brand as illicit become lawful if the penitent himself were unaware of the fact that he was being injured o~ legislated against because of what is known only through the Sacra-ment? Let us imagine, for example, that a particular peni- 182 tent isdeprived of some o~ce or that he is denied some privi-lege because through confession he is known tO be unworthy ~ of these. Is such use permissible, provided the penitent does not know and wili never learn that what he told'his confes-sor is thus being employed to his disadvantage? No, such use is never allowed. The penitent's ignorance of the fact that his confessor is thus using sacramental knowledge would in no way r~nder Such use licit. It is not necessary that the penitent hnow that knowledge ~btained in a sa~ra-mental confession is being employed to injure him. If a cer-tain use of sacramental knowledge would be displeasing to the penitent if it .were known, such use must be placed in the category of forbidden~actions. Let us suppose, for instance, tha~ a priest after confession, when alone with his penitent, shows, himself less congenial or notably more brusque towards the penitent. Though the penitent does notadvert to the fact that the confessor is acting thus because of what he heard in_confession, the priest sins agains~ the seal, taken in the wide sense. ~ The confessor must give no sigfi that he is conscious of what was mentioned in the Sacramentof Penance. He is: moreoyer, forbidden to speak to his penitent outside confes-sion of any ~in which the latter confessed. In this case, it is true, the reve~lation, of no secret would be involved, but such a way of acting would ordinaril~r be displeasing'to the faith-ful. Once the penitent has retired from the confessional, the sacramental judgment is at an end, and the priest in now' speaking to the penitent 'of what transpired during that judgment, is acting against the reverence and the liberty due the. Sacrament. One may readily see, then, that the sacra-mental seal binds more strictly than any other ty.pe of secret. Other secrets, unlike the sacramental seal, would not be vio-lated, if those who had the hidden knowledge in common were to discuss it a ~mong themselves. 183 At times, pe~nitents ~ppr0ach their confessor Outside con-fi~ ssion and ask him about the penance which he imposed on them, or about sbme bit Of advice which he gave, or about the gr~ivity of a certain sin which they confessed. Does the sealprevent the confessor .from answering these questions~? No, it does not, because by thd very fact that the penitent begins speaking of these matters he grants permission to the priest to talk about them with him. Ordinarily, however, his permission is limited to a discussion of the matter which the penitent has broached and may not be extended to all the sins confessed. Incidentally we may mention that it is possible for a penitent to sin by revealing, without a good reason, the advice, the penance, and so forth, given by the confessor, if such a revelation woul~l redound to the priest's discredit. Those who hear the penitent's comments do not know the reasons Which prompted the confessor to impart such advice or to impose so severe a penance, and the priest is powerless to speak in his own defense. The penitent, more-over, should be on his guard against revealing anything 6f what transpires during the confession, if that would lower the Sacrament in the esteem of others. May the confesson without the penitent's leave, men-tion to him during the course of a confession sins confessed on previous occasions? Yes, this may be done, provided there is a sufficient reason for calling these past sins to .the attention of the penitent. The priest may deem it advisable to refer to some sin of the past, ih order to become better acquainted with the state of this penitent's ~oul and so be able to direct him more effectively. Far from objecting to this, the penitent should be happy that his confessor is so solicitous about his advancement in the. spiritual life. More-over, even.when a penitent leaves the confessional but returns immediately, the confessor may discuss with him 184 both the sins just confessed and the sins of previous confes-sions. Some priests give a few words of advice after having imparted the absolution. This is permissible, bedause, though the Sacrament is completed, the sacramental judg-ment, morally speaking; still continues. The penitent may, of course, give the confessor leave to speak outside confession about certain sins submitted to the Power of the Keys, and if this is done, the confessor may freely discuss those sins. It is important to note that this permission, in order to be valid, must be granted by the penitent n. ot only'expressly but also with entire freedom. If the permission were to be extorted by threats or fear or importunate pleadings, it would be worthless, and the con-fessor who acted upon it would violate the seal. The same ¯ is true with regard to permission that is merely presumed or interpretative. In this matter such a permission must be counted as no permission at all. When there is question of any use of confessional knowl-edge which would render the Sacrament more difficult or irksome, that knowledge must be kept just as secretly as though it did not exist. However, besides the case in which ¯ the penite.nt's permission has been freely and unmistakably granted, there is another perfectly licit use of sacramental knowledge. In general, that use is licit which would in no wise deter the faithful from frequenting the Sacrament, even though such use were publicly announced as lawful. When would this~ requirement be verified? This condition would be fulfilled, if a certain use of sacramental knowl-edge were to involve neither the direct nor indirect viola-tion of the seal nor the slightest ~trace of displeasure to peni-tents in general. We may summarize in the following" way the scope of use which is lawful. The use of confessional knowledge is permissible: (1) within the limits of matters which belong 185 EDWIN F. HEALY exclusively to one's own conscience; (2) outside these lim-its, in external a~tions, provided it is certain that there is no danger at all of .revealing the penitent and his sin or Of displeasing him or of making the Sacrament in general less approachable. A confessor, therefore, is allowed to pray for a particular penitent who is known from confession to be gravely tempted. A priest may meditate on his penitents and their faults, in order to be able to advise them more per-fectly. Moreover, a confessor, who has learned through confessions which he has heard thaf certain games have fre-quently ~aused spiritual or temporal ruin, may allow him-self tO be guided by this knowledge in 'avoiding these forms of amusement. A priest may show greater kindness and consideration for a penitent who he knows from confession is severely afflicted, pro.vided of course the confessor's way of acting would not engender suspicion in the minds of observers. Finally, it is well to remember that, if a priest knows about a certain person's recent sins be~:ore he hea~:s his Confession, that individual's act of confessing those sins to this priest ~does not place the confessor's previous-knowledge under the seal. The previous knowledge was and still remains extra-sacramental. The confessor, how-ever, mu~t exercise great prudence in the use of such infor-mati6n. This, then, is the common teaching of theologians regarding the obligation of the seal of confession. ~lust as our divine Lord, "by the pardon of His loving mercy, entirely wipes away and quite forgets the sins which through human weakness we have committed," so the minister of the Sacrament of Penance ieverently guards, e~ven to the shedding of his blood, everything that is mani-fested to him in the secrecy of the confessional. 186 The Discussion on Spiritual Direction The Editors ~oLMOST a year "ago (July, 1942) we published an '~'~ editorial entitle~l Spiritual Direction b~/ the Ordinary Confessor. Our purpose was to stimulate construc-tive discussion of the important topic of spiritual direction. To aid in the discussion, we subsequently published articles On The Need of Direction, Cooperation with Direct(on, Manifestation of Conscience, and The Prudent Use of Con-fession Privileges. During the course of the discussion we received many communications, most of which were pub-lished, at least in digest form. We were unable to publish some letters, and from those published we had to tempora-rily omit certain 13oints. It is now time to make a survey .of the entire discussion. This survey will include not merely the published ma.terial, but the unpublished sugges-tions as well. The reading of the survey will not .entirely supplant the reading of the original articles and communications. The articles developed certain points thoroughly, whereas we can merely touch on them here. The communications cofitained such a variety of suggestions that it seemed impos-sibleto weave them all into one readable article; conse-quently we had to select what appeared to be the most .important. The communications also revealed certain pro-nounced differences of opinion. As we did not wish our survey to be a mere catalogue of such differences, we felt that we had to "take sides," at least to the extent of trying to give a balanced judgment. 187 THE EDITORS ~. Those who have followed the discussion on spiritual direction have no doubt noticed that it gravitated almost dfitirelyto the guidhnce of Sisters. One Brother master of novices sent an excelldnt communication; all the other let-ters were fr6m Sisters or from priests who appeared to be thinking almost exclusively in terms of the direction of Sis-ters. I,n preparing the survey we had to decide on our point of View: should we speak exclusively of the direction of Sisters, or should we keep the matter sufficie~ntly general to include everyone? .We decided to give the survey with Sis-ters principallyin mind; but .we think that religious men who are interested in the matter will find that almost every-thing said here is equally applicable to them. Meaning of Spiritual. Direction In our introductory editorial, We were thinking of spir-itual direction in terms of the definition given by Father Zimmermann in his Aszetil~ (p. 230): "Instruction and encouragemer~t~of individuals (italics ours) on the way of perfection." This definition brings out one element~of spiritual direction that ascetical theologians usually stress: namely, it is individual. This individual, or personal, quality of spiritual direc- ~t-ion excludes such. things as the Commandments of God; the precepts, counsels, and example of- our Lord; the laws of the Church; the constitutions .and rules of a religious institute. All these things may be called spiritual direction in the sense that their give us the plan of a perfect life; but they are .not direction in the technical sense or even in the" ord'.mary popular sense. For the same reason, spiritual reading books and community conferences, even though they help much to clarify our ideas of perfection and stimu-late us to desire progress, cannot be called spiritual direC-tion. 188 SURVEY ON SPIRITUAL DIRECTION In their communi~ati0ns many zealous priests have spoken of certain types of "planned instruction" in the confessional. In so far as these instructions are general and the same for all they do not substantially differ from com-munity exhortations. They lack the individual element of spiritual direction. This does not mean that they do not serve a good purpose. Some priests can use them and accomplish much good by them. They do give the peni-tents some generally helpful thoughts; they do remind the penitents that the priest's time is theirs; and they are often the means of breaking down a barrier of reserve and pre-paring ~he way for personal direction. Moreover, such general adm~,nitions; given by a confessor of a religious community, are frequently very helpful in that they enable. theindividual religious to get a good start (for example, in keeping silence better), because all have been urged to do the same thing. All this is negative. It may be summed up by saying that spiritual direction is not general, but" particular, indi-vidual, personal. Its purpose is to help an individual to attain to the degree of perfection to which God is calling him. It supposes, therefore, a knowledge .of.~ the individu-al's own problems and aspirations, of his external cir-cumstances and l'iis tal.ents,~ and of the way the Holy Spirit operates in his soul. In what does direction actually consist? Father Zim-mermann sums it up in two words, "instruction and encouragement." In themselves, tl'iese words are.not ade-quate to express all the functions, of the spiritual director, but they do indicate the two principal ways in which, according to circumstances, he is to exert his influence on his spiritual charge: namely, on the intellect (by instruction), and on the wilt and the emotions (by encouragement). As for his influence on the'intellect, the director's work 189 THE EDITORS may vary from the very active function of telling the indi-vidual what to do and how to do it to the almost passive function of simply approving or disapproving the plans made by the individual. He gives pointed moral and asceti-cal advice, he answers questions, and he corrects erroneous notions. In regard to the will and the emotions, the direc-tor not only encourages, but he consoles in time of sorrow, strengthens in time of weakness, tra.nquillizes in time of dis-tress, and restrains in time of imprudent ardor. In all .these functions, the director must have regard for what he judges to be the designs of God on the soul of the individual com-mitted to his care. ¯ Need ot: Direction Rather pr'onoun'ced differences of opinion wereexpressed in our articles and communications con'cerning the need of direction for religious. In fact, there seems to have been a ¯ great deal of confusion in the discussion of this .topic. Per-haps we can avoid this confusion by referring the subject as definitely as possible to our actual conditions. ~In actual life, most of us are ordinary earnest religious,. not mystics. Hence, we consider here the need of direction for the avera~ge religious. Again, in actual 'life fe~w of us are privileged to have directors with the rare supernatural insight of a St. Francis de Sales. It- would be idle specula-tion for us to consider the need of direction, having in mind a director to whom access would be almost, impossible. Hence, we consider here direction that is normally obtain-able. With the question thus brought within the scope of our ordinary lives, we think it reasonable to uphold this propo-sition: some direction is a practical necessity for the aver: age religious to make safe and constant progress in perfec-tion. This general rule admits of exceptions. God can 190 SURVEY ON SPIRITUAL DIRECTION accomplish wonders in the soul without the aid of a direc, tor, but normally God uses.the human means of direction. Also, the general rule applies in different ways to various individuals; the degree and l~ind of help needed, as well as the frequency with which it is needed, will vary greatly. Perhaps the relativity of the need of direction can be seen more dearly by referring back to the functions of the director. " Young religious, particularly novices, are likely to need a great deal of intellectual help. They are unac-custome. d to self-study, to making appropriate resolutions; to choosing useful subjects for the particular examen; and they need guidance in these :matters, lest they waste much time and effort. Ascetical, principles are still merely the: oretical principles to them, and they often need help to see how they apply practically to their own lives. But the dependence on a director for intellectual help should certainly decrease with .the years. Religious who have finished their training and have taken their final vows should be able to plan for themselves; and .their need of the spiritual director, in so far as intellectual help is concerned, should be mainly .for friendly criticism. In other words, these religious plan their own lives, submit their plans to a director for approval or disapproval, and then occasionally make a report on the success or failure of the plan. Natu-ally, we make allowance here, even in the case of mature religious, for occasions when they face new problems or undergo special difficulties. They may need very detailed guidance on .such occasions; In regard to the need of the director's help for the will and the emotions, it is perhaps impossible to give a general rule. True, to a great extent progress in the religious life should develop emotional stability. Nevertheless, the prob-lem is largely an individual one, and quite unpredictable'. Age. does not fr~e us from such trials as discouragement, THE EDITORS loneliness, and. worr, y; indeed, age often accentuates Such trials. At various periods in our lives, most of us need sympathetic help or paternal correction lest we lose heart or' descend to low ideals. Where to Get Direction Granted the need of some direction, a question that pre-sents itself quite naturally is, "Where are we to get this direc-tion?" This question has already been answered, in so far as we can answer it, in previous issues of the REVIEW. What we have said can be capsuled into these three rules: (1) Get what you can from your superiors. (2) Among confes-sors, it isnormally preferable to get direction from the ordi-nary confessor, (3) If the ordinary confessor proves inade-quate, take advanta.ge of one or other privilege accorded by canon law. We suggest these three rules with deference to the special regulations or customs of particular institutes. Some insti-tutes provide a specially appointed spir.itual father; and the institute itself will indicate whether it is desirable that the spiritual father act as confessor or simply give extra-confessional direction. ¯ We have repeatedly mentioned the superior as a possible .source of spiritual direction, as did many of the published communications. -We think that this point calls for special emphasis, because it seems that one of the reactions to the Church's severe condemnation of obligatory manifestation of conscience has. been a swing to th~ opposite extreme, namely, that superiors are too rarely consulted even in mat-ters in which they are both qualified and willing to give advice. Either extreme is an eVil. The present ecclesiastical legislation safeguards what is of prime importance, the per-fect liberty of' the individual. Granted this liberty, much good can come to the superior, the subject, and to the family 192 SURVEY ON SPIRITUAL DIRECTION spirit of a community, from voluntary manifestation of conscience. A number of objections have been raised against insistent preference for the Ordinary confessor. Some¯ Sis-ters have pointed out that they have had almost as many ordina.ry confessors as they have lived years in religion; others have said that the ordinary is not interested, does not come on time, does not come regularly,, does not understand their life, and so forth. These are certainly practical diffi-cult. ies. They indicate cases in which a complaint might well 'be lodged with a competent authority, or in which. ifidividuals might profitably and justifiably avail them-selves of one or other of the confessional privileges given by canon law. But the dif[iculties do not detract from the wis-dom of the general rule. Many questions have be,en sent us concerning the advisability of direction by correspondence. ~Fhe general rule given by ascetical masters and, we think, confirmed by many distressing experiences, is that such direction should be either entirely discouraged or reduced to an absolute minimum. It is true that some priests have accomplished great things in this way, and that for some souls it is the only possible way of obtaining genuinely needed help. But it can hardly be approved as a normal practice. It tends t6 consume immense amounts of time, it seldom has the assur-ance of the strict privacy that intimate direction calls for, and of its very nature it is open to grave dangers of mis-understanding, both on the part of the director and on the part of~the directed. Only in rare instances is it a genuine apostolate. How to Get Direction The next logical question is: "How is one to get direc-tion?" This question has been asked often in the course Qf 193 THE EDITORS our discussion; and many bits of helpful advice have been scattered through the communications. The subject is too vast for complete development here. At best we can give only an outline, trying to incorporate the suggestions in some ready and readable form. It may be well to note that the outline will concern only confessidnal direction. ~ .We begin with three p.reliminary negatives. Don't maize "'direction" the principal purpose of gout confession. It is often said --- in fact, so often and by such reliable persons that there 'must be some truth in, it--that many religious do not know how to make a fruitful con-fession. Confession is a Sacrament. It produces its sacra-mental graces in,~ accordance witl~ the ~lisposition of the recipient. Essentially, this disposition is one of true con- .trit.ion; and perhaps the clearest sign of this cdntrition is a sincere purpose of amendment. All people, who confess ¯ frequently and have only small things to tell have p~actical difficulties on this score; there is always the danger that~ their confessions will be routine in the evil sense of this word: that is, they ~onfess with a very vague and indefinite purpose of amendment, with the:result that Penance plays a veiy slight part in .the efficacious bettering of their lives. Yet this is the principal purpose of frequent confession and it can be accomplished, even though the confessor "never gives advice. We have said that this is the first purpose of confession and in itself independent of the "spiritual direc'tion': aspect. We might add, however, that the two can be admirably combined. For instance, if the peniten~t were to tell the confessor: "Father, I want to make my confessions more fruitful, and I'd like your help in going-about it,'"this might be the beginning of the simplest yet sanest program Of spiritual direction possible for most religious. A second "don't" concerns prejudices: Don't be influ- 194 SURVEY ON SPIRITUAL DIRECTION enced b~i a prejudice against an~l '~onfessor. " TheSe preju-dices are manifold. For.instance ~ome religious think that the only one who can direct them is another religious; some think that all the good confessors belong to one religious o~der; some, on the contrary, believe that the most sy.mp~- thetic and h~lpful confessors are diocesan priests. We have l~eard/~11 opinions expressed, particularly those concerning confessors from religious orders. An honest judgment must label such opinions as prejudice. The actual facts are that good confessors can be found in fair proportions both among the religious and among the diocesan priests. Other prejudices concern individuals and arise from hearsay. This has been mentioned so frequently in the ~ommunications that it must be somewhat common, par, ticularly among Sisters. No ~onfessor should be judged by gossip; and as for the gossip itself, we feel that we could recommend many more profitable subjects of conversation. Even an unpleasant personal experience with a confes, sor should not be too readily interpreted in a derogatory fashion. One of the most difficult of all priestly works is the hearing of confessions.¯ The technique of doing it--if we may use such an expression--admits of constant improvement. The judgment concerning ask, the tone of voice see the penitent, he is whether the penitent confessor has to exercise exquisite such things as the precise question to to use, the advice to give. He cannot often unhble to judge from the voice is young or old; and at times he gets very little help from the penitent in the way of~clear and unequivocal statement. When troubles concerning other persons are mentioned, he knows that there is another side to the question, and he must give an answer that is fair to both sides. In view of such difficulties, it should not be surprising that a corifessor might occasionally make an unpleasant impression or even seem to misunderstand 195 THE EDITORS one's case. He is the minister of God; he is not God. A-final negative preparation for obtaining direction is this: .Don't expect too r~ucb froma confessor. In the com-munica. tions sent to the REVIEW, many priests expressed their opinion that the confessor should take the initiative and this in a very active way, such as, for example, asking definite questions: "Is there anything you wish to ask me?" "Can I help y.ou in any way?" and so forth. On the other hand, some priests have indicated that they do not approve of this method or at least they could not uie it. We feel justified in concluding that religious-would be unwise to expect such active initiative. Many may want it and feel that they could do better if the confessor would.make some such advance; but if they wait for. this they may never get spiritual direction. They have a right to expect the con= fessor to give help if they ask for it; also that the confessor will even give help spontaneously when something in the confession seems to call for it. These are the minimum essentials 'for all good confessqrs; but beyond these mini-mum essentials, there is a great diversity of practice. ~ ~ On the p6sitive side, the first, requisite for obtaining direction is to u~ant it. This implies a Sincere desire of progress and a willingness to do the hard work necessary for ~progress. One reason why" some confessors do not take the " initiative in this matter is that they know that many peni-ents would resent direction especially if it concerned the correction of certain inordinate attachments or humiliating faults. A second positive preparation for obtaining direction is to know what ~tou want. In other words, one should try to know oneself--one's ideals, talknts, temptations, faults, and so forth. Self-activity is necessary not merely for cooperation with direction but also as a preparation for it. In making the immediate preparation for confession, it 196 SURVEY ON SPIRITUAL DIRECTION helps much to say a prayer to the Holy Spirit, both foi one-self and for the confessor. This .is supernatural work or it is nothing. The whole purpose of it is to further the plans of God for individual souls; and, as we know, in God'~ ordinary prdvidence, He wants us to pray even for the things He is delighted to give us. The actual work of "breakifig the ice," especially with a new confessor or with one from whdm they have not pre-viously received spiritual guidance, is a serious problem for many religious. It really need not be a dread formality. Many helpful suggestions have been made in ohr various communications. One suggested ope.ning was: "Father, I should like to use my confessions as a means of making spiritual progress and of getting spiritual direction. Do you mind helping me?" Such an opening puts the priest "on the spot." If he doesn't wish to help, he must say so; and that means that he assumes the responsibility before God. He should not be hearing the confessions of religious. On the other hand, if he is willing to help, the initial difficulty of approach has been solved. Other suggested approaches were: "Father, will you please help me with my spiritual life? I have such and such ups and downs."--"I have trouble in the line of. "--"I j~ust fed the need of talking myself out."--"I know I need help, but I don't know Where to begin." The foregoing, or similar approaches, should be suffi- ¯ cient for any sympathetic priest. However, the mere fact that this initial contact has been made does not solve the entire problem. It may take some time for definite results to be produced; despite the willingness of both penitent and confessor. That is'one, reason why it is good, when pos-sible, for the penitent to have some definite plan to submit to the confessor. This plan need not be very ~omprehensive. Itmight begin with the simple attempt to make confession 197 THE EDITORS itself more fruitful; and from that it could grow out into the entire spiritual, life. Once a. begin.ning.has been made, the me~hod of carrying on the spiritual direction will have to be worked out by the confessor and penitent. In large communities the time element presents a real obstacle. How-ever, it is not insuperable. Very few penitents need direc-tion every week; a brief monthly consultation is generally sufficient. No one should resent it if the confessor were to suggest some method of spacing these monthly consulta-tions so that they would not all fall on the same day. Also, if both penit~ent and confessor understand that there is to be no beating about the bush, and if neither is offended by a certain directness of speech, much time can be saved. In his article on Cooperation with the Director, Father Coogan called attention to certain qualities that should characterize one who sincerely seeks direction. The first of these qualities, is humble candor. It is vain to ask for direc-tion if one does not wish t6 be honest, if one wishes .the director to know only One side of one's life. Along the same line, many correspondents have ~uggested that in con-fessing it is a good thing, even in regard to small faults, to give the confessor a more accurate picture of what has happened by indicating the circumstances and by confessing motives. Evidently such practices are not necessary for the corifession, but they are very helpful from the point of view of direction. It seems thai one obstacle to candor, particularly among Sisters, is an erroneous notion of charity and community loyalty. Many are under the .impression that the manifes-tation of certain difficulties regarding charity and obedience would be an unjustifiable reflection on the members of the community. This would be true if such things were recounted uselessly or if there were danger that the confessor would violate his obligation of secrecy. The danger on the 198 SURVEY (~N SPIRITUAL DIRECTION part of the confessor-is rarely preserit; hence, in ordinary circumstan, ces, the penitent may manifest everything that pertains to his own trials and faults. (Cf. Volume II, p. 141.) Father .Coogan also insisted strongly on docility. And rightly so; for it seems absurd to consult a spiritual director if one does not intend to follow his advice. However, ~this. spirit of docility does not necessarily involve blind obedi-ence, except in cases of severe trial, such as scruples, when one's own judgment is unbalanced. Normally, if one does not understand the meaning of the advice given, one should ask for further explanation rather tl~an try to follow.it irrationally. And if one ha's good reason to think that cer-tain advice would piove harmful or would not produce the desired results, one should mention this to the confessor. Such reasonable cooperation with direction is in perfect accord With humble docility. A. very practical aspect of confessional direction is the follow-up. Usually it is. better that the penitent take the ifiitiative in this. The confessor may be hesitant about referring to the past, lest he be talking to the wrong persbn. Some confessors have no di~culty in this respect, but others find it quite perplexing, even after they have heard the peni-tent's confession a number of times~ To avoid all risk,.the penitent should have a definite understanding .with the con-fessor. No one can give progressive direction without at least recognizing the case. Does it make for better cohfessional'direction if the con-fessor knows his penitents personally? Our communica-tions indicate that religibus are just like seculars in this mat-ter; some prefer to be recognized, others wish to remain unknown. In practice, this rule should .be observed: ant./ penitent who wishes the confessor to recognize him and to use his extra-confessional knowledge of him in giving direr- 199 THE EDITORS tion should make this quite clear and explicit to the cont:es: sot. Unless the penitent does this, the confessor is not likely to show any sign of recognition or take into account any of his personal extra-confessional knowledge of the penitent. , A final problem, especially practical among religioui in our country, concerns the changing of confessors. It often happens that one is just getting a good start or is going along quite nicely with one confessor,, when the religious himself is transferred or a new confessor is appointed. What is to be done? TWO extremes are to be avoided. One ~extreme is to think it necessary to give each new confessor a complete account of one's whole life history. This is surely going too far. Only in rare cases are these lengthy mani-festations really necessary for the confessor, and they are seldom helpful tc~ the penitent. On the other hand, it is not prudent to withhold all ¯ reference to the past from the confessor~ This is the other extreme. The new c6nfessor should be given a brief, but accurate, picture of thd penitent's main tendencies, and should be acquainted with the way in which, the former confessor was directing him. Without this minimum of information there is apt to be needless repetition and no real -progress. Concluding Remarks No doubt, much. remains, to be said about spiritual direction; but we think it best to close our discussion, at least fo'r .the present. Some readers may be under the impression that it is just like .many other discussions: much has been said, yet few definite conclusions have been drawn. Very likely such an impression is not v~thout foundation. Nevertheless, certainly some definite good has been accom~ plis~ed if interest has been stimulated and if some of the 200 SURVEY ON SPIRITUAL DIRECTION causes of misunderstanding and prejudice have been removed. Masters and mistresses of novices, can help to make this discussion fruitful if they see to it that their novices know hox¢ to get and cooperate with direction. Some may fihd the plan suggested by the Brbther master of novices (cf. I, p. 344) or some similar plan very useful. Superiors can ¯ help by seeing that the legitimate complaints of their sub-jects are lodged with the proper authorities and by .making it possible for their subjects to use the special privileges approved by the Church when this isnece.ssary. Some correspondents have told us that no real good can come from this discussion unless we can gdt the message to priests. This is a real difficulty, as we do not have a large number of priest subscribers. However, we know that the priest subscribers we have are interested in this project and that many of them have excellent opportunities to influence their fellow priests and seminarians. We feel sure that" they will help in preserving and propagating the useful points brought out in this discussion. PRAYERS FOR TIME OF WAR Father James Kleist, S.J. of St. Louis University, has composed a little booklet entitled The Great Prayer Noto--in time o[ War. The booklet contains a transla-tion of the Ordinary of the Mass, and translations of the proper parts of the Mass for the Twentieth Sunday after Pentecost, the Mass in Time of War, and the Mass. for Peace. To these, Father Kleist has added some special Collects relating to Divine Providence, and some ~.'ery appropriate comments and reflections. The translation of the Collects is that by Sister M. Gonzaga Haessly, O.S.U., in her Rhetoric in the Sunda~t Collects o~ the Roman Missal (Ursuline College, Cleveland, Ohio: 1938). All thd translations in the booklet are very readable and seem to us to be especially meaningful. The booklet is published by The Queen's Work, 3742 West Pine Blvd., St.Louis, Mo. Price: ten cents a copy. 201 Decisions I-Ioly . ee April .9, 1943: The Sacred Penitentiary issued a decree by which His Holiness, Pope Pius XII, grants a partial indulgence of 300 days, and a plenary indulgence to be gained once a month under the.usual conditions, for the recitation of the following prayer: :'Most Holy Trinity we adore Thee and through Mary offer Thee our petition. Grant to all unity in the faith and ,courage to profess it unwaveringly." April 9, 1943: The Sacred Congregation of Rites reintroduced the cause of ~anonization of Blessed Rose-Philippine Duchesne, of the Society of the Sacred Heart, who was beatified in 1940. This means that new favors considered true miracles have been obtained through her intercession since hei beatification, and have ~been submitted to.the Sacred Congregation of Rites. March 29, 1943: His Holiness, Pope Pius XII wrote a letter to tl~e ¯ president of the A'ssociation of Italian Youth to mark the seventieth anniversary of this Association. !n this letter His Holiness recom-mended reciprocal social concord between all rfiembers of the.associa-tion "to whateeer class or condition 6.f life they may belong; whether they ~e manual laborers or in intellectual employment, whether they be of humble families or of illustrious families and wealthy, let them love one another with Christian love as brothers." While recommending love of country, Pope Pius XII emphasized" the duty of Christians "to embrace the universal human family in the divine love of 2esus Christ, whhtever be their descent or race." tually," His Holiness stated, "love of fatherIand does not exclude or nullify the fraternal community of all peopleL nor does the mutual bond between ~11 men lessen.the love due to one's native land." December 19, 1942: The Sacred Penitentiary issued a decree in ~vhi~h'!t made. known that His Holiness,. Pope Pius XII, has granted a.plenary indulgence to persons in any city or in any other place in time of air raids, who, being contrite of heart, make a true act of love of .God, . and, being sorry for their sins, recite in any language "'2esu miserere mei" ("Jesus, have mercy on me"). The ordinary condi-tion of Confession and Communion is dispensed with; perfect con-trition is necessary and Sufficient. The indulgence may be gainedonly in time of an actual air rhid. 202 Book/ ev ews MORAL GUIDANCE. By the Reverend Edwin F. Healy, S.J.: .S.T.D., Mag. Agg. Pp. xli nL- 351. (Teacher's Manual supplied.) Loyola University Press, Chicago, 1942; $2.00. Father Healy's book c~ontains the essentials of what is ordinarily termed "the first section of Moral Theology." Two preliminary chapters explain the more important general principles of ethics and Christian morality. Subseque~at chapters treat of each of -The Ten Commandments; the Laws of Fast and Abstinence; Forbidden Books; the Duties of 3udges, Lawyers, .Doctors, Nurses, Business-men, and Public Officers. Each chapter contains topics for discussion, practical cases to be solved, and a bibliography. The Teacher's Man-ual offers the teacher plenty of material for the discussions (which generally go beyond' the text) and sound solutions to the cases. The experienced teacher could probably improve on the bibliography. Moral Guidance is primarily a.text for college students who have had general and special ethics. The author's purpose is to make the student more conscious of Christian standards of morality and to enable him to solve the practical moral problems 9f everyday life. In this reviewer's opinion, the book could be taught profitably even to those who.have not had ethics. It would also make a good study club text. Finally, and most important in so far as our readers are con-cerned, it would be a real blessing if a course like this, supplemented by an explanation of the moral obligations pertaining to the Sacraments," were made a standard part of the training of all non-clerical religious, ~ men and women. May God speed the day!~G. KELLY, S.,J. THE PATH OF HUMILITY. By the author of "Spiritual Progress, etc. Pp. 292. The Newman Book Shop, Westminster, Md., 1942. $2.00. This is an anonymous reprint of a widely appreciated treatise on humility by the great French spiritual director, Canon Beaudenom." who died in 19~ 6. Although the book takes the form of a series of meditations, grouped into five weeks, it lends itself, at least, in parts, to straight spiiitual reading, mainly on account of its crisp, li~,ely style. However," allowances must be made for some Gallic exuber-ance, particularly in the prayers. The author presents a rather thor-ough treatment of the virtue of humility, from both the natural and 203 BOOK REVIEWS supernatural points of view. He expresses sdund doctrine, displays a good deal of psychological insight, but could improve considerably in orderliness of presentation. He does not remain merely ifi the abst~ract, but shows how-humility was practised by our Lord, His Blessed Mother, and the saints. He also tells in a practical way how to make humility the basis of one's spiritua~l life and how to focus the ge:neral and particular examens of conscience upon it. All in a11, it is one of the best treatises on humility in English. The Newman Book Shop is doing priests and religious a real servic~ by reprinting this classic ~nd others out of print for some time. To have reedi~ed and modernized them would have been still more ~c.ceptable.--,A. KL^AS, S.3. ST"CHARLES BORROMEO. By the Most Reverend Ceser, Orsenlgo. Trenslated by 'the Reverend Rudolph Kraus, Ph.D., S.T.D. Pp. 340. ¯ B. Herder Book Co., St. Louis, 194:~. $4.00. The literature on St. Charles is extensive. The present work, however is not just "another biography." Seldom are a book's "credentials of such worth. Though presented to English readers (the translation is excellent) in 1943 for the first time, it has been valued as a classic in European countries for many years. Father Agostino Ge-melli, O.F.M.; in the pieface, tells us that "this biography . . . was first published~between 1908 and 1910, appearing at regular times in a.monthly review . . . Monsignor Achille Ratti was the director of this review for twer~ty-six months when he was~Prefect of the Am-brosian Library. One of his chief collaborators in the monthly in-stallments'of this biography was Father Cesare Orsenigo, then engaged in the care of souls in one of the ~most. distinguished city parishes. Monsignor Ratti became Pope Plus XI. Father Orsenigo became Apostolic Nuncio to Germany." That such collaboration on the part of Milanese ecclesiastics, scholars working just where Borromean documents abounded, and giving evidence in their subsequent lives of the profound manner in which they had been influenced and i.nspired by their familiarity with St. Charles--that such collaboration should result in a work of special value, we could confidently expect. That such h~s, in fact, been the result, the serious reader will admit. The book does not make easy reading. The author has ~acrificed whatever would serve only to capture the reader's attention: the -"human interest" tduches that¯ season the usual popular biography 204 BOOK' REVIEWS are not to ArchbishopOrsenigo's taste un'le~s they definitely h;ive more thah entertainment value. The life of the saint is presented, for'the most part, not in chronological order of events, but~as a regrouping of "the rich biographical material topically, into,cl~apters that are dis-tin'ct and complete p!ctures." Each chapter is a study rather than a narrative, and demands attentiv~ reading. Of course, St. Charles led a highly dramatic life, especially from the time of his elevation to the position of Cardinal Secretary of State at the age of twenty-two until his death as the saintly Archbishop of Milan twenty-four years later. But Orsenigo's concern is chiefly with wha~ that life meant for the Church and for the reformation of Christian life. The saint's example is set forth for all Christians, but especially for bishdps and priests-- and it is to this" group of readers that the book. is .specially recom-mended. Religious will find it full of inspiration, and many chapters of particular interest to religiods are admirably suited to community reading. A cover-to-dover reading of the book, however, is hardly advisable as a community project.--C. DEMUTH, S.,I. THE KING;S ADVOCATE. By Simone de Noaillat-Ponvert. Translated from the French by Mary Golden Donnelly. Pp. 260. The Bruce Pub-lishing Company, Milwaukee, 1942. $2.7S. The Feast of Christ the King takes on a new meaning when.one reads the life story of the remarkable Martha de Noaillat, who, as Cardinal Laurenti writes, "worked more than all others" to make t!~at feast a reality. Little was known outside France of her zealous. apostol!c Work until Simone de Noaillat, her sister-in-law, gave the world an intimate picture of this heroic and dauntless woman who overcame all obstacles to achieve her dream. Possessed of'keen intelligence, striking personality, and intense supernatural energy, Mine. de Noaillat early in life underwent, a severe trial in h~r repeated failure to sustain her health in the religious life. When iorced to return home, she found solace in a vigorous lay apostolate of charitieS, teaching, and lectures. During the persecution of the religious orders she assumed a leading r'ole in'a patriotic league of French women whose purpose was to arouse Cath-o! ics to defend their cause. But she discovered her true life work in the "Society of the Reign," which she made vibrate with life when she saw in it the possibility of promoting the establis~hmeni of a feast in honor of Christ the King. In company w~th her husband,'George 205 BOOK REVIEWS de Noaillat, Martha pleaded with bishops, cardinals, and popes until she persuaded them of the urgency of the cause she was championing. Once success had crowned her work, her joy was complete. She did not long survive the first dehbration of the Feast of Christ the King, which she attended in Rome. The biogr.apher has given many details~of Martha's life that reveal her thoroughly human side as well as her spiritual stature: her family concerns, her travels, her notes, her work during the War. There is a little stiffness.or formality in the account of Martha's life up to the time when her sister-in-law came to know her pdrsonally. Then, too, her sanctity is given such an "ivory tower" cast that one is scarcely prepared for her marriage when it comes. But once the biographer knows her as a member of her own family, the. narrative is excellent. The translator succeeds rather well for the most part in turning the original French into smooth, natural English. This book should prove especially interesting as reading in the refectory. --FRANKLIN MURRAY, S.J. JESUS AND I. Revlseci Leaflet Edition. By the Reverend Aloyslus J. Heeg, S.J. Pp. 216. The Queen's Work, SI'. Louis, 1942. I set-- $.50: 3--$1.00: 25--~-' $7.50: 100---$25.00; 1000--$200.00. The main feature of this new leaflet edition is the ificorporation of the First Communion Catechism prepared from The Revised Edi-tion- of The Baltimore Catechism. The entire text of the latter is given and is used in conjunction with Father Heeg's text, with questions and games throughout. Each lesson contains essential features of Father Heeg's well-recognized system: l) an outline picture to be colored and which is used as a focal point for teaching a particular lesson: 2) the game of "What is left out?" consisting of the very psychological method of questioning called "fill.ins"; and 3) a set of further questions which again review the child's knowledge of Father Heeg's text and the" Revised Baltimore, Use.of this booklet has "already giyen many teachers of children convincing evidence and confidence that the author is a master child-psychologist and a teacher of teachers. The text mhy be used as a correspondence course (its original pur-pose), for homework, workbooks, tests, or as a guide to the" proper method of teaching the essentials of the catechism, the meaning of the prayers and the life of Christ.---A. LEVET, S.J. 206 BOOK REVIEWS THE LARKS OF UMBRIA. By Alber~ Paul Sch|mberg. Pp. 237. The Bruce Publishing Company, Miwaukee, i942. $2.75. ~With a-storyteller'.s approach, the author sets forth a vivid nar-rative that is meant to catch the reader's attention by its freshness and dramatic effect. In this way, the tale of the little poor man ,is told again, and we see Francis of Assisi and his first companions brought' to life as. they live and a3reach the things of the Gospel, new and old. Like the larks of Umbria, Francis's much admired friends, the mir~ores sing of God and God's creation, a spectacle to men and angels in their flight to God. Thus, unlike pedantic and laborious studies which have cast .introspective gloom over the story of the earl~r Franciscans,. .this book is an ad hoc attempt to interpret in the spirit of the Fioretti, the. single-mindedness of a man who startled the contemporary world by the way he saw eye to eye with God. Many of the old legends are repealed, but there is no mistaking them for historical fact, and the author is to be highly commended for his clever animation of the dead bones of history by the infusion of .simple and lifelike tales that breathe the spirit of the Poverello. In keeping with an idyllic love story, the author has set himself to a much higher task than a repetition of well-known facts, and those who want to see the sunshine of God in their saints should find satis-faction in this artistic portrayal. Readers of this book will find the illustrations in a class of their own, and will be able to choose further reading on the subject from the appended English bibliography. --F. 3". MALECEK, S.,J. THE BETTER LIFE.The True Meaning of Terfiar;sm. By the Reverend Kil;an J. Hennrlch, O.F.M.Cap. Pp. x-~-326. Joseph F. Wagner, Inc., NewYork, 1942. $2.50. The whole inner splendor, the. excellence of Tertiarism must b~ derived from its purpose. All Third Orders Secular aim at one thing: to assist seculars, non-religious, in keeping inviolate their Baptismal promises. Tertiarism, therefore, appears as more excellent, as more appealing when seen, not in its historical or juridical aspects, but in its theology. Since Tertiarism was devised to insure the fruitfulness of B~p-tism, it is intimately connected with all the means of grace. Its the-ology, then, must be enunciated in the function of the Sacraments. Such, briefly, is the outlook taken by the author of The Better Life, 207 Book REVIEW~ His development takes the following fo~m: a section of the book is devoted to the task of showing how the Tertiary Rule is related to each Sacrament. Baptism, for example, is compared to the Third Order ritual for investment. Baptism initiates a soul into the Church: investment introduces one into an Order of penance. Promises to love God and shun the works of Satan are exacted in both rituals. Perti-nent quotations from the Tertiary Rule show h6w minute obliga-tions assumed, by Third Order member~ are really means of avoiding the effects of the capital sins. All the Sacraments are treated in this way. In addition to these sections, which constitute the body of book, there are two additional chapters and two appendices: "Making Tertiarism Known," "A Postscript to Religious," "Tertiarism in General," "Tertiarism and Catholic Action." The book will appeal most to Tertiary directors and those' already familiar with Third Orderqife. Too much previous knowl-edge of Tertiarism is presumed by the author to warrant the judgment that the general reader would find the book helpful. ~T. C. DONOHUE, S.J., FOR HEAVEN'S SAKE. By the Reverend Gerald T. Brennan. Pp. 126. The Bruce Publishing Company, Milwaukee, 1942. $1.75. Children from six to sixty love a story. Story telling is admit-tedly the most ancient of-arts and it was going on before the time of Homer. All great literature is but story telling. The Divine Teacher, 2esus Christ, in His infinite wisdom deemed it His most potent weapon in His teaching. His' stories remain unsurpassed masterpieces. In For Heaven's Sake, Father Brennan again wafts us to Angel City and spins tales of irresistible vividness and appeal; he tells true stories, outlandish stories, fairy stories, legendary stories, old stories, new stories and any other kind you can think of with an unerring instinct forthe right details.-He uses familiar names like Father Duffy, Knute Rock~ae, Aberdeen Angus, and unearths ear-catching ones, like Peewee the Frpg, Smir the Devil, and White Cloud, which of themselves will enthrall the youngster. But this book is more than stories. It contains 35.effective ser-monettes, "Little Talks for Little Folks." Each story is a point of departure for.Father Brennan's inimitable treatment df topics for mod-ern children; he solves their problems, and indicates their duties by 208 BOOK REVIEWS imiking them ~ee, l~ear, and feel the cl~ara~te~ of :his ~ stories. He stresses the Heaven of For Heaoen's Sake. A conveniefit index list~ the wide range of topics. 'This little book will be found practical and delightful by priests, Sisters, parents, children and anybody. ~A. LEVET, S.J. WE WISH TO SEE JESUS. By Paul L. Blakely,~ S.J. Pp. xi -1- 144. The America Press, New York, 1942. $2.00. "The hour will come when the last sands of our life are running out. Happy shall we be if we have spent those moments we call life with our eyes fixed., on God. In that hour we shall see Him." Since concluding his reflections on the last'Sunday after Pentecost ~with these wor
Part one of an interview with Salvatore "Sal" Pisciotta. Topics include: How Sal became a barber and eventually quit because he didn't like the work. How his parents immigrated to the United States from Italy. His parents lived in Ashburnham, MA and then moved to Fitchburg, where Sal was born. His parents were uneducated and the disadvantages they faced because of that. Stories Sal's parents told about Italy. How his family felt when World War II broke out. Sal's feelings about the events of September 11th and terrorism in general. His father's work as a laborer. The differences in how girls and boys were treated in his family. Education. What his mother was like and what a typical day was like for her. The garden his parents kept. Memories from his childhood. The food his mother used to prepare. His mother's experience working at a mill. What it was like to buy groceries and have ice delivered. Making wine and sausages. What Fitchburg was like when Sal was growing up. The boarders his parents housed. ; 1 LINDA: This is Linda [Rosenwan] on Friday, November 9. It's 9:50 a.m. We're with Sal Pisciotta, 208 Woodland Street in Fitchburg. And hello, Sal. SAL: Hi. Hi, Linda. LINDA: Okay. Here we go. So why don't you tell me -- you were just telling me a little bit -- I hate to ask you again, but tell me what happened after you graduated from Fitchburg High School in 1948. SAL: Oh. I went to barber school in Boston; that was for six months. Six months course, and then brother Joe and I, we opened up a barber shop down the street here, you know, in Fitchburg. And I always disliked being a barber, but I was forced into it. I always wanted to be civil engineer, but I mean, in those days if your father or brother was a barber you had to be a barber or a tailor or a cobbler or what the heck ever they were. LINDA: So he was an older brother. SAL: Oh, yeah. He was 17 years. I never grew up with him. I mean, I never grew up he and I being brothers. I mean, he was 17 years. He was… I was 3 years old when he got married, so we never grew up being close as brothers. And then the Korean War came along, I got drafted, and I went to Korea. I was there for, well, 15 months in the 24th Division. When I came back I wanted to go to school but then I got married, and one thing led into another. I went back into barbering, but then that was it. I couldn't take it anymore. I just had to get the heck out of there. LINDA: Did your brother know that you hated it? SAL: Oh, yeah. He knew it. He didn't want to see me leave, but hey, I quit. I told him I was leaving, then I had problems with my wife and I couldn't find a job. The country was in a recession back in '63, '62. So finally I landed this job in Leominster for the Doyle Estate, which was a wonderful thing, working for this lady. She's been very gracious and great to me and my three children. And that's it. I'm supposed to be retired here. LINDA: Okay, so we're going to stop the interview. Again. SAL: Okay. What we said is all gone, right? LINDA: All gone. We were just starting. See, it's at two minutes again.2 SAL: Okay. LINDA: Because we were just talking about -- so we won't talk about her personally. SAL: No, please, no. Don't say it. Nothing about her personally. LINDA: Okay. So then let me thing back what we should talk about. SAL: [Unintelligible – 00:02:55]? LINDA: Yes, we could start there. So your parents, Antonio… SAL: Antonio and Antoinette. LINDA: Now, did they come from Italy together? SAL: Yes. He came -- Dad was born in 1883. He went into the Italian Army. I think he was in the Italian Army a couple of years. Then he came to America, I think it was in 1906, or '07, whatever it is. And he worked in the Sumner Tunnel in Boston, I'd say. And then I guess he got laid off. He got laid off, and then he was going to go back to Italy. You know, the Italian government was calling these people, these immigrants, these Italian people that came over here. There was no work, and for $5 you could get on ship and go back to Italy. And my father had bought a ticket; he was going back to Italy. He was down on Hanover Street or one of the streets in the North End, and he met another Italian man, and they asked my father where he was going, where he was working. And my father says, I have no job here. I'm going back to Italy. So he said, tomorrow you meet at a certain place here in Boston, and we're going to go to Wellesley. In Wellesley there was a very, very wealthy man that has horses and stables and greenhouses, exactly what these Italians could do. So that's how my father went to work there, and he worked there for a few months. Then he did go back to Italy, and he was going to go marry this woman that he had left that he was in love with.3 Come to find out, she didn't wait for him. She had already gotten married to somebody else. So he struck up a relationship, which I think actually was a fixed marriage, with my mother. And anyway, he met somebody on the street, another -- I think Papa says once he was the mailman or something and says, Tony, get married and go back to America. Italy is about ready to go to war with Tripoli. LINDA: Oh, so wait a minute. So he did go back to Italy? SAL: Yes. Yeah. He went back to Italy to get married, but the woman that he was in love with, that he liked, she already got married. A letter carrier said to him, go back to America; that Italy is ready to go to war with Tripoli and that's when the 1912, I think it was, Dad came back with -- and she was 19 years old and my dad was 27, I guess. In 1912 they came and they landed in Boston. LINDA: So at this time he had been -- it was a married arranged for him, to a 19-year-old Antoinette. SAL: Yes. It was just, in those days, it was all arranged marriages. LINDA: Yeah. So they both came back here? SAL: Yeah. And I think they settled in South Ashburnham, a little jerk town up the street here, in South Ashburnham. And then he raised his family there. LINDA: Now, why do you think he ended up there? SAL: In those days, Linda, if Joe came, or Frank came to America, he would call him brother and his brother, he comes to America and didn't even know how to speak English, so where do you go? You go with your brother, or you go with somebody that you knew that called you. Then when you get here, you call your father-in-law or your sister-in-law, whatever it is, and you all get together. Because in those days, they all came here to Fitchburg. There was quite a population there was here, they call it the patch down on Water Street, and there was a lot of Italian people.4 But had there been work here in Fitchburg, today the Italian population would have been greater than it is in the North End of Boston, because what had happened was the work stopped. There was no more work, they weren't building any more factories, and then they started building the State House in New York, and all the Italians -- not all the Italians, but a lot of Italians, picked up their roots here from Fitchburg and Leominster, and they went to Albany, New York to live. LINDA: So who did you father follow then to Ashburnham? Do you know who was living there? SAL: Oh, yeah. His brother. LINDA: His brother. SAL: Yeah. LINDA: Now, what kind of work was he doing there? SAL: Laborers. That's all they ever do. Laborers. In those days they were building the paper mills, and that's it. A pick and shovel. There was no call up the cement truck and the cement truck come over with some cement. Everything was made by hand. It was laborers. And they were getting maybe $5 or $6 a week, and that was it. A week. Not a day or an hour, a week. LINDA: Now, where were they living, do you know? Were they living in a boarding house? SAL: No. It was a regular house. In fact, my daughter, Cynthia, lives up the street but the house is demolished now. The house isn't there anymore. Then from there they moved from South Ashburnham, they came down here on Orchard Street here in Fitchburg. They lived there for a few years, then they moved to [Edlee] Street and that's where I was born 72 years ago. LINDA: So what made them come to Fitchburg? SAL: Because one of his brothers was here, and there was work. LINDA: So he had a brother in Ashburnham and then Fitchburg?5 SAL: Then they came to Fitchburg because there was work here. They were building the paper mills, there was work. That's what they would do. They would just follow wherever work was, and then these Italians, the woman, would take in their brothers as boarders, so maybe about 65, or 70, a dollar a week they would cook for these guys, they would wash their clothes, iron, for a dollar a week. Cook their meals, make their lunch. That was America. They were the ones that built this country, those immigrants. Not only the Italians, I'm talking about the Swedes, the French and all that. Of course, and then the Italians. And then you get the Englishmen that came to this country and those -- is this being…? LINDA: Go ahead. That's fine. That's what history's about. SAL: So we got all these people that came over from Ireland, those guys ended up with the good jobs because they knew how to speak English. You get the Italians, the French, the Polocks, what do they know? They don't even know English. And that's how all the Kennedys and the rest of those rich families survived. Or got started. LINDA: That's what was so interesting about my interview yesterday. I think I told you, the Italian Citizens Club, with the [unintelligible - 00:10:20], was that they formed so that the Italians, they could teach them English and get them to become citizens and then show them the way to get better jobs. So they had to do that because there was a language barrier. SAL: Yeah. A language barrier. Like my father. My father and mother never went to school a day in their life. LINDA: Did they ever learn English? SAL: Yeah, they learned English. Very, very broken English, but they never went to school. I mean, we spoke in the house; it was all Italian as we grew up. I mean, with my mother and father usually would speak Italian, but amongst us kids it was English. But amongst Mom and Dad it was always Italian. LINDA: So they never became citizens?6 SAL: Oh, they did. Yeah. LINDA: Oh, they did? SAL: Yeah, during the Second World War, and then I can still remember before the Second World War my father became an American citizen. He was the happiest guy in the world. Then my mother, she became a citizen because she had a son that was in the Navy and he was in the war, and automatically she became an American citizen. LINDA: Wait, how did that work? SAL: What's that? LINDA: She automatically became a citizen? SAL: Her son was in the service, and I guess contributed to his country, and she just went to city hall one day and they had the ceremony and she became a citizen. But she never went to school. She never even knew how to sign her name. LINDA: I have my grandmother's passport where she has just an "x" where it says, sign your name. SAL: Dad could sign his name but it was… anyway. LINDA: It's amazing, though, isn't it? That they could come here and… SAL: They're the ones that built this county, right? LINDA: So you said your dad was the happiest man in the world. SAL: Oh, yeah. He was so proud. He became an American citizen, and he never had any desire to go back to Italy. He says, America's my home now. I want to stay in America. I don't want to go to Italy anymore. LINDA: Isn't that amazing? I mean, can you imagine yourself going to another country and…? SAL: And not even speaking a word of English? LINDA: And not becoming a citizen? SAL: And then becoming a citizen. Yeah. LINDA: So where were they from in Italy? SAL: Salemi. LINDA: Is this in Sicily?7 SAL: Yes, it's in Salemi. S-A-L-E-M-I. Salemi. Province of Trepani. T-R-E-P-A-N-I, Sicily. LINDA: Spell the Salemi again? SAL: S-A-L-E-M-I. LINDA: All right. So both your parents were from there? SAL: Yes. LINDA: Okay. So do you ever remember them talking about the old country? SAL: Oh, yeah. My father told me -- he would tell me that when he was courting my mother—because where they came from was all hills and mountains and there was no flashlights in those days and they used to have like a lamp and the lantern and my mother lived in the hills—and at nighttime he would slip, he would fall 200 or 300 feet down the cliff running. She came from the hills, poor thing. Nineteen years old she came to this country. Never went back, never saw her mother or father anymore, but anyway. LINDA: Did she used to have anyone write letters? Well, they probably couldn't read them. SAL: No, they could. My sister could speak Italian, and they would call [unintelligible - 00:14:11], but then naturally when the Second World War broke out, they were, you know, we were against the war on Italy, against Italy, so there was no communication then. LINDA: How did your parents feel about that when the United States was at war with Italy? Do you remember anything? SAL: That was terrible because they figured they were Americans, and they thought it was stupid that he got -- Mussolini in those days, got involved with Hitler. They thought it was a disgrace. The Italians, you know, if you look at history, they were the ones that turned against Hitler and the Italian army gave up. Every time they would see the American army coming they would always wave their hands and give up. They didn't want to fight. LINDA: So did your father have any brothers or sisters that stayed in Italy?8 SAL: Oh, yeah. Yeah. There were two of them, I think, that stayed in Italy. Sisters, no he didn't have. He had brothers. One of them was here in American, and two of them, I think, stayed in Italy. But he never saw the ones in Italy anymore. LINDA: He didn't try to get them over here? SAL: No. LINDA: No? What about your mother's family? SAL: She tried to get her brother over here. I can still remember going to city hall, and she tried to get her brother, whose name was Salvatore also, and the girl at the city hall says there was a quota in those days of foreigners coming into this country, and we asked how long it would take before her brother came to America, and they told me seven years. In those days. Today, what the hell happened to this quota? Right? So I guess he got disgusted or discouraged and he moved to Venezuela. And he did come here. He was here to visit my mother. He was here for about four or five weeks and then went back to Venezuela. But what happened to the quota in this country where you had to wait to come in here? Now the doors are open and every [screwball] can come in and out as they please. Right, Linda? LINDA: Do you think we'll go back to a quota system? SAL: No. LINDA: No? SAL: Of course not. Hey, you've got Bush, who just says what? Mexicans, a couple of months ago he says there's three million of them and we're going to go make them all American citizens. LINDA: How did people of your generation -- I mean, do you talk to your friends about what happened on September 11th? SAL: No, it's a tragedy it happened. And like everybody else we haven't seen nothing here. What the hell? Everybody that's -- not everybody, but that's the consensus… anybody doesn't have to be a brain surgeon to 9 figure that out. That war's going to be worse. [Unintelligible - 00:17:32] watching the bridges, they're watching the water supplies, airports. It's too bad. LINDA: I just always wonder how veterans of the war feel, because at least you knew who the enemy was, and you knew the country to attack. SAL: Right. And we would attack the enemy. These people, September 11, they attack these poor civilians, which was terrible. I mean, if they want to attack an army base or a Navy base or a ship, okay, that's war, like Pearl Harbor was war. But these people… again, it's their faith in Allah and the Mohammed and the wacky people that they are. But they're never going to erase terrorism. You're not going to wipe it out in this world. Never. [Unintelligible – 00:18:37] Mohammed and [unintelligible - 00:18:38] what the hell. You know it. There's another hundred guys right behind him that are worse than him. Am I right, Linda? LINDA: I'm afraid you might be. I know. That's a bad situation. SAL: Yes is it. It's terrible. LINDA: You think back to how your parents were. Their concern was putting a roof over their children's heads and putting food on the table, and now… SAL: Now we -- right. That's terrible. Like you say, you've got to worry about your grandchildren and your children, and that's… we've seen the better days of America. Let's put it that way, Linda. LINDA: I think of how heartbroken my grandparents would be to see something like this. SAL: Oh, God. They wouldn't believe it. When you see two big buildings like that just crumbling down, it's unbelievable. LINDA: Well, so getting back to… SAL: Do you want a cup of coffee? LINDA: No, do you? SAL: No. LINDA: I'm all set. SAL: You're all set?10 LINDA: Thanks. Every time I talk about it I get a little… SAL: Well, naturally, of course. It's a terrible thing that's happening in this country, and in the whole world. Even Italians, in Italy they're having their problems, too. [Unintelligible - 00:20:10] a few more, they had explosives in their car, they don't know where they were going. Anyway. LINDA: Back in your father's day, or even when you were younger, people just loved America. They even liked to be here. Now there's such an anti-American sentiment. Just, you know, in a relatively few short years things have really changed. SAL: Well, you know, America is the greatest country in the world, there's no question about it, okay. But the trouble with this country, I mean, is we try to force democracy down the throats of a lot of these small countries. Hey, let them live the way they want to live. If they want to live in communism, let them live in communism. Why do we have to spread democracy all the time? Am I right? It's a good forum, it's like a lecture. They want the communist rule, I mean, there's no more communism out there, I guess, and there's more crime. But anyway. LINDA: So your father must have been somewhat old when you were born, not old but what, like 40 years old? SAL: Oh yeah, he was. I think he was 42 or 43. LINDA: So he was still working as a laborer. SAL: Yeah. No, he worked in Simon's, it was a steel -- it was near Fitchburg, it was where they fabricated saws and paper knives and stuff like that, [unintelligible - 00:21:53] Steel. He worked there for 32 years, then he retired when he was 65. LINDA: So what did he do for them? SAL: Labor. Just hard work, just a hard laborer. LINDA: But it must have seemed like kind of a cushy job after working outside with a shovel. SAL: Oh yeah, I'm sure it must have been. But I mean, the way he was talking I guess they had this kind of a stones of a brace of [unintelligible -11 00:22:23] and they'd grind them down. I'm sure it must have been hard work for the poor guy. Then he used to walk back and forth to work to save a nickel or a cop there in those days. LINDA: How far is that? SAL: It used to be on North Street, right on Main Street. Right here at [unintelligible - 00:22:40] College, North Street. LINDA: Okay. He would walk from here? SAL: He would walk, yeah just to save a nickel on the bus. LINDA: He probably didn't have a very -- he didn't have [unintelligible - 00:22:55] back then, right? SAL: Oh God, no. Just a hardworking man, that's all he was. Poor guy, I feel so sorry. What a life he lived. But anyway. LINDA: Why do you say that? Because he worked so hard? SAL: Oh, he worked so hard and didn't have all the conveniences that we have today. We didn't have a telephone in the house. I think we had to go to the fire station to use the telephone. There was no telephones back when I was growing up. I think I was about five years old before I ever sat in an automobile. LINDA: So tell me about making a phone call. You'd walk down to the fire station? SAL: Yeah, there was a fire station. So you'd make a telephone call to somebody. We didn't have a phone. LINDA: Did they charge you? SAL: I don't remember, that I don't remember. But the first one we got was a four-party telephone. The phone used to ring three or four, that's not ours, that's not ours. LINDA: I vaguely remember my grandmother having that, yeah. SAL: We had a four-party telephone. LINDA: So tell me what your mother was like. SAL: Very strict. She was a strict woman, yeah. She brought up five daughters, and not one of them ever crossed the line. Real proud girls.12 LINDA: Were girls and boys treated differently? SAL: Oh yeah. To an Italian woman the sons were always the favorite. Yeah, I was the favorite. Especially the oldest one, he was always the favorite one. LINDA: Now, was that Joe? SAL: Joe, yeah. LINDA: So he decided to be a barber. That was a good decision that you would have to follow? SAL: Well. LINDA: A good decision for him. SAL: Good for him I guess. And in those days we didn't have the opportunity to go to high school anyway. At 16 years old everybody had to quit and go to work. LINDA: Did you quit high school? SAL: No, I graduated in '48. Out of seven, my sister Millie and I were the only ones that graduated. LINDA: You were the youngest? SAL: I was the youngest, yeah. LINDA: And she must have been a young… SAL: Millie right now I think is 78, I think, 79. LINDA: So did your parents think that education was important? SAL: Yes, they did, but food on the table was more important, yeah. LINDA: So were the children expected to go out and get jobs and contribute? SAL: Yeah, we all had to pay board in those days. Yeah, whatever the pay was that you brought into the house, a certain percentage had to go to the household, to my mother. She was a strict woman, very strict. But she was a good lady. Poor thing, she spent eight years of her life, eight years was in a nursing home after Alzheimer's I guess, after the sclerosis. Poor thing, didn't know who the hell she was, she didn't know who we were either. LINDA: Did she die after your father?13 SAL: Yeah. LINDA: So what was her day like every day? SAL: Well, when she was younger [unintelligible - 00:26:50] with her kids. She even worked in one of the yarn mills here in Fitchburg; she even had a job. I mean, she was a hardworking woman. And I used to remember her doing the canning; she'd can tomatoes and beans and dad had a little garden a couple miles away from here, a little piece of land. And he used to make his own grape, his own wine, rather. And it was great. All the Italians around here were living the -- I mean a lot of [unintelligible - 00:27:22] and the trucks used to go by this time of the year loaded with grape from California, and we would go down south, he would buy the grape, and we'd go down in the cellar and we would make two or three barrels of wine. All the Italians used to make barrels of wine. It was interesting, it was very interesting. But it's all gone now. I've got fond memories of that. LINDA: So it seems like maybe it didn't seem like work. But it was the way of life. SAL: No, it wasn't. The way of life, right. LINDA: So was it typical for a family to buy a little piece of land to garden? SAL: Oh yeah. They all had to have their grape arbor, had their grape arbor and land. They all had to have their piece of land. They had to grow their squash and their tomatoes. Well, most of them anyway. LINDA: So who would take care of the garden? SAL: My dad and I would. Come home from school, my father, he would come home, and there was no cars in those days, we used to have a big wagon. We'd pull the wagon, the garden was maybe a quarter of a mile away, half a mile away from here, and we would go up there. After school there was no going to play football with the kids or going swimming; it was work, work, work. That's how it was. And I would help my father. He would plant this and plant that. The poor guy didn't know how to read how to 14 plant this and what you should do, and I used to read and explain everything to him. LINDA: So who owned the land? I mean, did one person own the land and they kind of subdivided it? SAL: No, he bought the piece of land from the seller, the man who owned a lot of pieces of land. Of course, they're all houses now, but in those days it was all woods and stones, and he would, one of my uncles with a horse, they cleared all the land, chopped down all the trees, piled up all the stones. They cleared the land themselves. There was no bulldozers in those days; everything was done by hand. LINDA: Where was that? Do you know the street? SAL: Yeah, it was off between Herd and Exeter Street. LINDA: Now, did he continue doing that all the way? SAL: Until he passed away, yeah. LINDA: And what happened to it? SAL: The land? His dream was always having a house on this land, but my mother, in those days, again, five daughters, she figured if he built a house there was no men or boys that was still bringing in the pay. In other words a girl gets married, she's out of the house, there's no more money coming in. So my father went to one of the lumberyards in those days, I think it was $4,000. It would have cleared the land, built them a six-room house, and turned over the keys for $4,000. And my mother says no. She says we've got five daughters, there will be no money coming in. So that broke my father's heart. He never seen a house on that piece of land that he had. So he passed away, and the funeral parlor up the street here -- next to the funeral parlor there was a house, and it belonged to, I guess, his aunt or something, and he bought the land from him, my brother Joe, and they moved the house to the land over there, and somebody else is on our place now. The land is gone. LINDA: So why is it that your generation didn't keep the garden still?15 SAL: Number one it was a lot of work. And then my sisters all got married, and they would have a little garden behind their house. But I mean, as far as that big piece of land that my father had, nobody was interested in it anymore. Then I went into the service, the land just got lost. My brother Joe sold it to this undertaker over here and he moved the house. The house is on the land now. LINDA: So do you think your father had that garden to feed his family mostly? SAL: Oh yeah. Oh yeah, definitely that's what it was for. And they used to have a little -- everybody had a shack, my father had a shack, [oceandino] they'd call it, a shack on there. And he had a little stove in there. I can still see my mother with the tomatoes cooking her tomatoes on the wood burning stove. And there was a little bed in the corner where my father would get tired during the day working, he'd lay on the bed and take a nap. That's one thing about him, every afternoon he used to take a nap. Even if it was for 20 minutes, Dad would always take a nap. LINDA: It's the Italian way, right? They still do that now. SAL: Yeah, he used to take his nap. And Mom used to do all the canning. We used to go up there, we were kids, we used to go up there and had a big table underneath the grapevine and there was a well. We used to pump water out of the well. It was fun. I mean, you don't see that anymore. LINDA: They used to have a shack right on the land? SAL: Oh yeah, there was a shack. LINDA: And what was it called? SAL: Well, in Italian oceandino. But yeah, there was a wood burning stove in there, a nice wood burning stove. And there was a bed. And Msom had a table in there and chairs, and when it would rain we would eat inside. If not we would go outside to eat under the -- it had a grape arbor with a well, the well, and then there was a grape arbor all around. LINDA: Was this on weekends mostly? SAL: Weekends, or even after school. Get out of school at 2:00 and we used to walk up there, and Mom was there doing the canning. There was no cars 16 in those days. We used to have a big wagon, put everything in the wagon, and come down through the streets with the wagon. LINDA: So can you still smell that sauce cooking? SAL: Sure can. Boy, she could make it wonderful. And pizza, she used to make that pizza, not that stuff you buy in the stores today, that little thin stuff. She used to make the regular Sicilian pizza with about a good inch thick, yeah. LINDA: What other kinds of things did she make? SAL: She wasn't a fancy cook. Like I said, she left Italy when she was 18, 19 years old. But no, not to knock my mother, but she used to make a tremendous sauce. She used to do a lot of cooking with ricotta, you know that cottage cheese, ricotta. And a lot of fried stuff in those days, like fried peppers and fried squash. But real fancy dishes, no, poor thing, she didn't know anything about that. LINDA: Did she make her own cheese? SAL: No, no. LINDA: Did she use a lot of fish? Did she… SAL: Not too much. Mom didn't go for fish so much. And the fact that she didn't… she really didn't cook with garlic. LINDA: No? SAL: You know why? The poor thing, she was in the mill down at [unintelligible - 00:35:25] yard, and all the Italian women, the bosses and those ladies, they used to call them hey, you garlic eaters, you garlic eaters. My mother got offended because they would call her a garlic eater, and she never would cook with garlic. That's something, huh? LINDA: So do you think she was afraid that she'd smell like it? SAL: Yeah, she'd smell the aroma. LINDA: So when did she work at the mill? SAL: Oh geez, it was when I was born. After I was born, actually. It could have been in the early '30s, had to be. LINDA: So who was taking care of you?17 SAL: My sisters. LINDA: What else can you tell me about her experiences at the mill? SAL: Well, other than they were known as garlic-eating Italians, women were known as garlic-eaters; that's about all I can remember. I know there were long hours. She used to leave here about half past five in the morning and start to work at six. She used to work from six to twelve I think it was, or six to one. Then come home, wash clothes. And really, there was no fancy washing machine like they have today. I still remember her with an old scrub board. LINDA: Did she ever get the washing machine with the rollers? SAL: Yeah, yeah. Old Maytag, I remember that with the rollers in the back and you feed the -- she got that… and had a wood-burning stove. And that thing used to shine, God you could see your reflection on that black [unintelligible - 00:37:20]. And that thing used to shine, and gosh it was clean. She was immaculate, my mom. She used to have a big couch, not a couch but a piece of furniture over there. The telephone would ring and she would be there. While she was on the phone she would have the rag and she was wiping it, and my father would say [unintelligible - 00:37:47] when you're dead in your box you're still going to have that rag, you're still going to be wiping and wiping. She was crazy clean. Oh God, clean. God, was she clean! LINDA: Did she expect all her kids to be clean? SAL: Yeah. LINDA: Were all the [unintelligible - 00:38:11] immaculate too? SAL: No, it's not. LINDA: Looks like it. SAL: No, never, far from it. Messy. Messy, messy, I've got to get that damn counter cleaned. LINDA: So what was life like for your sisters when they got home from school?18 SAL: They helped Mama do the cooking, wash the clothes, do the shopping. But like I said one of my sisters was the only one that had the opportunity to graduate high school. But the rest of them at 16, they all had to quit and they had to go to work. And they all did their share when they came home as far as working and housework. There was no fancy supermarkets like they are today. LINDA: So tell me, what was it like to buy groceries? SAL: There used to be a little First National store down here, First National store, okay. And then the bottom of the hill there used to be another [Gigopies] market. And you just used to buy groceries for the day, whatever you needed. The bread, they used to make their own bread. I can remember coming home and my mother having that big wooden shovel making the bread and making the dough rise. There used to be a big pan and she used to put that on there, that dough would rise up, and then the dough that was left over, she used to make pizza with it. Yeah, they used to make their own bread. LINDA: So would they make the bread for the week? In one day? SAL: Oh, yeah. Yeah. LINDA: So whose job was it to knead all the bread? SAL: She would do all that. LINDA: She would? SAL: And my sisters, too, would help her. But mostly she would do it with her flour. She used to buy flour by 50-pound sacks. LINDA: Now, did someone used to come around on a truck and sell the flour? SAL: Yeah. Then there used to be trucks that used to come around, and they used to -- I can still remember, they used to come around, they used to sell -- maybe even was -- oh, geez. There used to be -- next street over there used to be a guy that used to go around with a horse and the meat in the back, he had a covered thing and he used to sell meat. Imagine that? Unrefrigerated. With a horse. A horse-drawn cart and go around, and then maybe about once a week or twice a week there used to be trucks that 19 used to come in from Boston, and they had all kinds of Italian cheese and Italian food in these trucks, and the mother or the people would go down and go around the truck, and they'd have all these goodies that they would be selling. Cookies, Italian cookies, cheeses, olive oil. LINDA: So did they go up and down all the streets? SAL: Yeah, they would go down the street, but they would go mostly to where Italian families were. They knew where the Italian families were. There used to be a lot of Italian families here in Fitchburg at one time. Even in this area here. A lot of them. But now they've all passed away now and they're married and they're gone. LINDA: Did they used to ring a bell? How did you know they were coming? SAL: Sometimes, if they had selling dishes they used to [hit] the dishes together and you'd know they were coming, or they would lay out in the street and yell out [foreign language – 00:41:56], which meant, "chickens, chickens, chickens." They would sell chickens, too. And in those days, too, they used to sell the chickens. They weren't like going to the [unintelligible - 00:42:05] market or buy them all packaged. You had to buy them, and I remember my father on the shed, he used to take the chicken by the neck and pull it, and the poor bird would bop-bop-bop, and he'd have the hot water going, stick it in hot water right away. You had to pull all feathers off before the water got cold. That's the way they used to do it. LINDA: Did you ever learn how to do that? SAL: No, but I didn't want to learn how to do that. Put the place together while he went, and then I clean all the innards. Thank God for [unintelligible – 00:42:45]. LINDA: Did your family eat meat much? SAL: No. No. What we ate was mostly chicken, but she would cook a lot of Italian dishes. Peasant dishes. Like lentils. LINDA: Thank you. Thanks for understanding. So we were talking about cooking. What do you think about what we were talking about?20 SAL: She would make the peasant dishes. Ricotta with cheese, [unintelligible – 00:43:26] escargot, ricotta with [unintelligible - 00:43:29]. LINDA: What's that with the [unintelligible - 00:43:32]? SAL: The lentils. LINDA: Oh, lentils. SAL: Come on, Linda. Don't you understand? LINDA: I guess not. Now who made the decision to buy groceries? Who decided how much money to spend? SAL: Oh, no. Mama would do that. Mom would do that, yeah. On Friday night in Fitchburg there used to be -- on Main Street there used to be an old A&P store years ago. And Millie, who is the only one that knew how to drive then, we had a 1938 Dodge that Papa had bought then. Of course, he couldn't drive. Naturally he didn't drive, and she was the driver and she was the chauffer. And Friday nights I could still remember them, Mama and Millie, would go down to A&P and do the grocery shopping. Let's see. What else can I tell you? LINDA: Well, what about the -- I like the stories about the trucks coming in from the North End. What about ice? Do you remember ice being delivered? SAL: Yeah. Ice. There used to be an ice truck that used to come around, and then what you would do, the ice truck would stop, and we used to have iceboxes in those days, naturally. And there used to be a card that you put at the window and it was either 25, 50, 10 cents, or a nickel. In other words, if you wanted the 25-cent piece you would put that standing up, 25. Do you follow me? If you wanted a 10-cent piece then you turn the card over. And the iceman would chop a piece, put it on his back, and bring it up and put it in the icebox. And he put that -- most of it, the iceboxes were in the sheds. They used to have sheds. Do you know what a shed is? Outside of the house there used to be up on the porch, there used to be like another little, a little but no heat in there, and we put the [unintelligible - 00:45:33] stuff like that and 21 put the icebox -- we used to call it the icebox, was in there, and then there was a pail underneath for the water to drip. And sometimes if you forget to empty the pail, you would hear downstairs, they were knocking on the ceiling that the water was running down through the house. You had to empty this pail. Yeah. LINDA: So they keep it out there even in the summer? SAL: Yeah. Oh, yeah. That was the refrigeration was this icebox. LINDA: It probably wasn't very big? The icebox? SAL: Where we were living, I guess… is that too strong or what? LINDA: No, it's good. SAL: Okay. Because I make coffee too strong. LINDA: No, I like it. SAL: In the park, this man used to cut the ice. They used to cut the ice on Wayland Park, and then they used to bring it over and store it in the barn, and they used to put sawdust on it in the wintertime. That used to preserve it. In the summertime they would take the sawdust off the ice and ice was still there. It wouldn't melt. Did you know that? LINDA: No. I've heard it before. But where did they used to store it? SAL: They had a big, big shed, a big barn, and they used to store the ice in big, big cakes of ice. LINDA: Now, did the ragman come around? SAL: Yeah, the junk man would come around. The ragman. Yeah. Or the horse-drawn wagon. And if you had any rags they would sell it, pick it by weight and they used a scale, used to weigh it, and they used to give you maybe 10 or 15 cents for a bag of rags or whatever kind of junk you had. LINDA: What would they do with those rags? SAL: I have no idea. I don't know. And you would have the trucks that would come around at this time of year, all full of grape, and they would go to different places, the Italians, and the men would… I actually remember my father used to either 40-, 42-pound box of grape; maybe he'll sell it for 22 about a dollar, dollar 15 cents. Now, today, it would cost about 20, 21 dollars for the same sized box of grape. LINDA: So was that a family affair making wine? Or was it the boys? SAL: Mostly the boys. Dad and I would -- of course my brother had been… then I took over. We used to grind the grape by hand. And always my father, watch the fingers, watch the fingers, as you're grinding the grapes, all those spokes. You had the fingers stuck in there; your fingers would have been caught. But it was all done by hand. Now they have machines, a bunch of machines, dump a box in there, push the button, it's all done. LINDA: Did you keep that tradition? SAL: Yeah, I was making it up about three or four years ago, and then I had bad luck on a whole barrel of wine. I had to throw it down the sink. It went bad on me, and so I said, from now on if you want wine, go up to Kathy's Package Store. But I did. I was making my own wine, but anyway. I still make my own sausages. LINDA: Oh, you do? SAL: Yeah. LINDA: Is that a seasonal? SAL: Mostly, it's pork, but you eat in the wintertime. I don't like to eat pork in the summertime. But sausages, it's more seasonal. Like Thanksgiving and Christmas. LINDA: Have you made it yet? SAL: No but I just bought a new machine. I don't know, one of those KitchenAid machines, I just bought one of those a couple of weeks ago. LINDA: So explain to me how you make it. SAL: What, sausage? Well, you buy either the pork butt or the shoulder. Okay. You debone it, and then you take all the meat out and cut it into small pieces, and you put it through the grinder. Once you put it through the grinder, then you lay it out on the table, then you put your seasoning on it. Your fennel, salt, pepper, whatever you want for seasoning, okay? Then you put it through the grinder again, okay? Then you mix this all up, and 23 you can put wine in it if you want, then you got your casings. You know what casings are? All right. Then there's an attachment, you put the casing on there, you put the meat and you grind it up and go through the casings, and you make the sausage. LINDA: So do you freeze a lot? SAL: No. By the time you give some to this daughter, that to this guy, then some to my nephew, 20, 25 pounds disappears fast. LINDA: Now, did your mother used to make that? SAL: Oh, yeah. LINDA: So how are things different now? I'm sure she didn't have a grinder. SAL: They had a hand grinder, and I can always remember every time Mom and Dad got together to make sausage, boy, there was a war. You could hear them. LINDA: Why? About the seasoning? SAL: Oh, you're doing this wrong. You're going too fast. Watch your fingers. You don't do it this way, you do it that way. It was hell. Yeah. LINDA: So what about filling the casings though? That may have been a little harder back then? SAL: Well, it's… you've got to coincide with the one that's holding the casing and the one that's grinding it by hand. Now it's all done by electricity. It's powered. But that's the only tricky thing. As the machine is feeding the meat in the casing, you've got to make sure that you don't put too much all at once in the casing or it'll crack or break. LINDA: So probably every family has their own recipe. Sort of like meatballs. SAL: Well, I don't think anybody makes it. Very few people make their own sausages now. I know my sister Marilyn still makes it. I make it. That's about it. LINDA: What other things do you make that your mother used to make? SAL: Oh, green olives. Yeah. She used to -- this time of year, with green olives used to smash those and cure them. And pizza, naturally. Everybody 24 makes pizza. But some of her peasant dishes, once in a great while, but I was never too fond of them anyway. LINDA: No. So what about Christmas Eve, do you know? SAL: Christmas Eve, not like the ones years ago. Christmas Eve years ago was my uncle and my mother and father and all the Italians used to all get together, and they used to cook on the stove some kind of a fancy dish of fried dough, dumplings like. No more. We don't get that closeness of families anymore. LINDA: Why not? SAL: I don't know why. I think number one, there're cars. Everybody goes here, everybody goes there. I would say cars. Anyway, we used to get together years ago on holidays and Christmas. We still get together, but it's not the way it was on Christmas Eve. It's different. I'm sure it must be the same with your family, right? LINDA: Yeah. When my grandmother was growing up and even after she got married, all of her sisters lived close by. But then when they started having children, everyone moved on. SAL: That's right. That's the way it goes. From generation to generation is always different, which is good, in a way. But it's good to keep up traditions though, I think. LINDA: So have any of your daughters learned how to make the sausage? SAL: No. They wait for Daddy to call them up and say, okay, come and get your sausage. LINDA: Now, did your parents have chickens? SAL: Oh, God no. LINDA: No? Why do you say it like that? SAL: Because we lived in the neighborhood, and no, we didn't. But when we had that piece of land up there, my father used to raise pigs. I remember we had pigs, a couple of pigs, and he used to slaughter those. I remember that when I was a kid.25 LINDA: Now, what was that like? Was there a particular name of that day when people would slaughter their pigs? Would they call it anything? SAL: No. It was just at the end of the season, like at this time, winter was coming and people -- I can still remember that shed that he had with the water boiling and the poor pigs, shooting and killing the poor pigs. Thank God I don't have to go through all that anymore. LINDA: Did they use every piece of the pig? SAL: Oh, yeah. Even the squeal. Only the squeal is the only thing that you don't use on the pigs. LINDA: Oh yeah, I know. So was there a smokehouse in the area? Did anyone have one? SAL: No. Not that I remember. LINDA: What about buying groceries? Was that on credit? SAL: No, that was cash. Everything was cash. My folks, everything was cash. There was no plastic in those days. Even if there was, if they didn't have the money, the Italians, they didn't buy it. Everything was cash. LINDA: So what is this area of Fitchburg called? SAL: This section here? This is called Cleghorn. LINDA: This is? So this is really the French? SAL: It was the French district at one time, but now it's Puerto Rican and everything else. Fitchburg was in different sections. Like you had Cleghorn was the French. The patch was at 1st, 2nd, and 3rd Street. Okay. That was the Italians. Then you had Greektown. Naturally, that was the Greeks. They all stuck together. Then West Fitchburg was the English, then you have Southside, that was the Irish. LINDA: So when the Italians started moving in here, were your parents part of that group that started moving into Cleghorn? SAL: I don't know. When they left South Ashburnham, I don't know when it was, but then they moved on to Orchard Street. They lived here -- I guess a few of my sisters were born out here on Orchard Street. But I know I was the only one of the family that was born over here on Edward Street. 26 And then it was in '48, yeah, 1948 I guess it was that one of my sisters went back home. Of course, in those days the girls had boyfriends, and they wanted their boyfriends to pick them up at a nice house. So, one of my sisters saw this place over here that was for sale. And anyway, Dad would come over, and they finally looked at it and they bought it. The price that they paid for it, I just had the roof, and the roof cost me the same price. And they bought the whole house. LINDA: What was that about? Three thousand or something? SAL: They paid $11,000 for the house, and I just spent $11,000 for a new roof. LINDA: So they paid $11,000 for this, but your mother didn't want to pay $4,000 for the other house? SAL: Yeah. Because she had the money but she wasn't going to spend it. And she wouldn't spend $4,000 to have a brand new house up there. But a few years later she spent $11,000 and bought this house. LINDA: Oh, so this was bought after. SAL: Oh, yeah. After. LINDA: I see. So about the different sections in Fitchburg, was there any competition or rivalries or differences? SAL: No. No. Maybe this will be interesting. My father was here down on the bottom of the hill one day, and in those days, like the mafia, there was the Black Hand. And it was a society that was shaking down these immigrants, and they approached my father, and this guy from the Black Hand wanted $5 from my father, and my father told him, I got two kids at home, I haven't got no $5. The $5 I've got is a week's pay. I've got to feed my family. And he says, you have that money here tomorrow at a certain time, otherwise there's going to be harm that's going to come to you and your family. So in those days, my mother had boarders, and one of them was this fellow from Albany, New York. He was boardering in my father's and my mother's house, and so Papa came home and he told him. And he was 27 [unintelligible – 00:59:56]. So he told him what had happened, so this man said to my father, he says, yeah, you let me know where this guy is and what time you're supposed to meet him. And he says, I'll go to meet him. Anyway, he approached this guy and he never bothered my father anymore. LINDA: So who were these people? SAL: Black Hand. It's like a society that's like the mafia or something like that, but they were gangsters shaking down these fellow Italians. So this guy must've taken a knife and shoved it up to his throat and said you won't bother this man anymore. LINDA: Do you think it was a group living in Fitchburg? SAL: I think so. LINDA: You think so? SAL: Yeah. LINDA: Your parents would take in boarders? SAL: Yeah, she took in boarders for a while. Like men that she knew, like my father's -- like a cousin or something like that, they came to this county and they had no place to go, and where do you go? You go see your paisano, you go see your relative or brother until they get located or until they get situated, and they used to take care of these men. Cook for them, make their lunch. Mostly all the Italians would take in boarders. LINDA: So were there many paisanos living around? SAL: Oh, yeah. There was quite a few. Like I said, the work came to an end, and then a lot of them left. They went to Albany, New York. But yeah, my mother had one of her brothers living the next block over, and Dad had another brother that was a few blocks up the street [unintelligible - 01:01:50], and they grouped together. They stayed together. LINDA: Because even though there were a lot of Italians living here, some in different regions, they speak a different dialect. SAL: Oh, yeah. I was in Italy here about three years ago, I think there's about 150, 200 dialects in Italy. When I was growing up there used to be like 28 Beech Street over here that's a bunch of Italians not from Northern Italy, but once they start talking, I don't understand them. I really don't. /AT/pa/my/cy/es
The integration and inclusion of persons under international protection (i.e. persons granted asylum and refugees) into society proceeds through their contacts and interactions with institutions and residents in local communities where their reception and accommodation have been organised. In this process, the achievement of social, economic, cultural and all other dimensions of integration in local communities is facilitated by the activities of different national and local stakeholders in the integration system. Creating the conditions for Croatian citizens to familiarize themselves with refugees requires joint efforts by all system stakeholders and engagement to inform citizens and raise their awareness about the presence, rights and obligations of persons under protection, with a view to preventing and mitigating any negative manifestations of discrimination, exclusion and marginalisation, and to ensuring that persons under international protection become accepted and integrated members of local communities and society as a whole. With this in mind, this research has analysed capacities and challenges, and assessed the resources and needs of local and regional self-government units given their past or future experience with the reception and integration of persons under protection. Furthermore, this research has also identified the attitudes of Croatian citizens towards persons under protection and their readiness for the reception and integration of persons granted asylum in their local communities.The general purpose of the project is to support units of local (cities, towns and municipalities) and regional (counties) self-government in identifying the needs and challenges of integrating third-country nationals in need of international protection. To achieve the purpose of this research, both quantitative and qualitative research methodologies have been used. As a result, it was conducted as mixed-method research, that is, as two correlated studies. The quantitative segment of the research pertains to its first goal, which was to identify the attitudes of Croatian citizens and their readiness for the acceptance and integration of third-country nationals granted international protection in the Republic of Croatia, while its qualitative segment refers to the second research goal, to identify the needs of local and regional self-government units in the process of integrating third-country nationals granted international protection in the Republic of Croatia as well as the challenges they encounter or will encounter when it comes to the integration of persons granted asylum into Croatian society. The third research goal, to prepare checklists for assessment of needs and challenges of integration for local and regional self-government units and for persons granted international protection, has been achieved by synthesising the findings reached under the previous two goals and by preparing two checklists. One is intended for heads and staff of LSGUs and RGSUs so that they can assess the existing needs, resources and capacities of their communities in terms of planning and implementation of integration activities. The other is designed for persons granted asylum and serves for the self-assessment of their needs and the extent to which they are met. Accordingly, the starting point for tool selection and elaboration is the multidimensional concept of integration of aliens into the host society, which is focused on the processes and dimensions of integration of persons under international protection (either with full asylum or subsidiary protection status) into Croatian society as a whole, but also into individual local communities in Croatian regions covered by this research.Due to the specific character of the quantitative and qualitative methodological approaches, the report describes methodological aspects and results separately, first for the quantitative study conducted by a survey of citizen's attitudes towards the integration of persons under national protection, and then for the qualitative study of needs and challenges faced by local communities in the integration process. The target group of survey participants covered by the research was defined so as to include citizens living in selected counties (regional self-government units) and towns and municipalities (local self-government units). In order to form a sample of participants for the purposes of this research, Croatia was broken down into four regions: Eastern, Central and North-Western, Littoral and Istrian, and Dalmatian regions. In each region, the sample came to include between two and five counties (a total of 12) and between three and five towns (a total of 15). The Eastern Region encompassed the counties of Osijek-Baranja, Vukovar-Srijem and Požega-Slavonski Brod. The Central and North-Western Region included the City of Zagreb as well as the countries of Zagreb, Sisak-Moslavina, Bjelovar-Bilogora and Varaždin. The Littoral and Istrian Region covered Primorje-Gorski Kotar and Istria counties. The Region of Dalmatia consisted of Zadar and Split-Dalmatia counties.In the selected towns, the size of the sample was proportionate to the size of the town within its region, with the participants in each town selected by probability sampling. The sample of citizens aged 18 to 65 included 318 persons in each region, and probability sampling – together with the use of two levels of purposively selected clusters (region and town) – ensured that the sample structure, in terms of its socio-demographic profile, reflects the characteristics of the region's population, according to publicly available statistics. The sample formed in this manner and its size (N = 1,272) allowed inter-regional comparisons with regard to the relevant characteristics of the participants and measured constructs. Data were gathered using the CAPI (Computer Aided Personal Interviewing) method, in the period from 14 May to 10 June 2018. The response rate was 57%, which is quite high given the type of research in question.The survey questionnaire contained 67 items forming the following constructs and scales: (1) Attitude towards persons granted asylum; (2) Perception of realistic threat; (3) Perception of symbolic threat; (4) Support for the rights of persons granted asylum; (5) Perception of negative changes in the community; (6) Readiness to assist persons granted asylum; (7) Frequency of contacts with persons granted asylum; (8) Quality of contacts with persons granted asylum; (9) Sources of information about persons granted asylum; (10) Media portrayal of persons granted asylum; (11) Social proximity to persons granted asylum; (12) Attitude towards forms of acculturation; (13) Estimated number of persons granted asylum; (14) Change in the number of persons granted asylum; (15) Socio-demographic profile of participants. The scales used in this questionnaire show very good metric characteristics: a Cronbach's alpha internal reliability coefficient ranging from 0.77 to 0.93 and a clear construct validity and single-factor structure.The collected data were subject to a series of statistical analyses, including descriptive calculation of statistics (range, frequency, median measures, variability measures) at the levels of the aggregate sample and each region as well as inter-regional comparisons of the results derived from the measured constructs (variance analyses, t-tests, chi-squared tests). Also, by using regression analysis, a model was set to predict two forms of behavioural intentions among host populations: (1) readiness for social relations with asylum beneficiaries at different levels of proximity; and (2) readiness to help persons granted asylum in their integration. These two forms of behavioural intentions served as criterion variables, which were predicted on the basis of a set of predictors that included the participants' individual attributes (socio-demographic variables and regional affiliation), their religious and political orientation, their opinion about the number of asylum beneficiaries to be received by the country in future and about their social adjustment strategies (i.e. about acculturation strategies), their frequency of contacts with persons granted asylum and their perception of threats and expected changes in the community caused by the arrival of persons granted asylum (i.e. perceptions of realistic and symbolic threats, and expectations of negative changes in the community).The average results obtained on the aggregate sample show that, when it comes to attitudes towards persons granted asylum, the respondents express attitudes that are, on average, neutral. However, when assessing their perception of threat, they seem to feel a slight realistic threat, and a somewhat stronger symbolic threat. The participants also express what is, on average, a neutral attitude regarding the expected negative changes in the community. As for their readiness to help asylum beneficiaries personally, the participants are also neutral, stating they are not sure of their readiness in this regard, but showing a slight support for the rights of asylum beneficiaries. Concerning the frequency of contacts with persons granted asylum, slightly more than half of the participants (52.1%) reported that they had such contacts, describing them, on average, neutrally – as neither positive nor negative. Among those who reported such contacts, the majority stated that they were rare.The data collected clearly show that the mass media (print and online news outlets, television and radio) are the most common source of information for Croatian citizens – more than 90% of citizens receive information about persons granted asylum in this way. These are followed by social media, which are used as a source of information about asylum beneficiaries by nearly half of the participants (45.8%). It has been established that citizens deem the media portrayal of asylum beneficiaries slightly negative.As for social proximity, the participants are, on average, ready to accept persons granted asylum as their fellow workers or neighbours, where it is obvious that the citizens are, for the time being, not ready for the closest relations with asylum beneficiaries, although nearly 61% would be ready for friendly relations.The participants were also asked about acceptable acculturation strategies, that is, about how persons granted asylum should approach the Croatian culture and maintenance of their own culture. The majority of participants (70.7%) chose integration as the preferred acculturation strategy (both maintaining their own culture and accepting the culture of the host country). About one fifth of the participants champion assimilation as the preferred acculturation strategy; i.e. they expect persons granted asylum to relinquish their specific culture and accept only that of their host country. Separation, that it, the opinion that persons granted asylum should maintain only their own culture without accepting Croatian culture, is upheld by 3.7% of the participants. Looking at acculturation strategies as a continuum (from assimilation, through integration, to separation, or vice versa), the participants on average tend to support cultural integration of persons granted asylum.When it comes to estimating the number of persons granted asylum at the time of survey, only one fifth of the participants made a more or less accurate estimate. Somewhat more than a fourth of participants underestimated the actual number of asylum beneficiaries, whereas almost half of them overestimated the number of cases of granted asylum. These results are consistent with the replies regarding preferred projections of the number of asylum beneficiaries in the future. Specifically, the majority of participants (45.8%) feel that their number should remain the same, only slightly fewer are those who would reduce it (45.6%), while less than a tenth holds that the future number of asylum beneficiaries in Croatia should go up.The analysis of regional differences demonstrates that the least positive attitudes towards persons granted asylum, the highest perception of both realistic and symbolic threats, the lowest support for the rights of asylum beneficiaries, the highest expectations of negative changes, and the lowest readiness to assist are present among participants in the Dalmatian Region. It is followed by the Eastern Region, and then the Littoral and Central Regions, where these attitudes are more positive. The frequency of contacts with persons granted asylum is low in all the regions, with the lowest levels reported in the Eastern and Dalmatian regions. However, there are no regional differences in the quality of contacts, as it is everywhere seen as neutral. Readiness for close contacts is the lowest in Dalmatia, followed by the Eastern Region, with its highest levels reported in the Littoral and Central regions. The citizens of all regions choose integration as their preferred acculturation strategy, while participants in Dalmatia divided their preferences between assimilation and integration. The number of asylum beneficiaries is mistakenly estimated in all regions. Indeed, it is overestimated everywhere except the Eastern Region, where the figure is underestimated. Furthermore, while the citizens of the Central and Littoral regions would prefer to keep the future number of asylum beneficiaries at the same level, those in the Eastern and Dalmatian regions are keener to reduce it. When predicting the readiness for social proximity with asylum beneficiaries, the key predictors include the attitude towards the number of asylum beneficiaries in the future and acculturation strategies. The readiness for a higher level of proximity is demonstrated by those citizens who feel that the future number of asylum beneficiaries should be increased, as well as those who champion integration. The predictors of marginal importance include practising religion, where the participants who do not declare themselves as practicing believers tend to be ready for a higher level of proximity with persons granted asylum, as well as the perception of symbolic threat and the fear of negative changes in the community, where those who perceive a higher symbolic threat from asylum beneficiaries and expect more negative changes in the community due to the arrival of persons granted asylum tend to be ready for a lower level of proximity with them. These results generally apply to all of the four regions.When it comes to predicting the readiness to assist asylum beneficiaries personally, it can also be said that – allowing for minor regional particularities – the key factors include the participants' opinion that the number of asylum beneficiaries should increase in the future and, again, the perception of a higher symbolic and realistic threat. Those participants who feel that the future number of asylum beneficiaries should increase are readier to help, whereas those whose perception of threat from asylum beneficiaries is higher are also less prepared to assist them personally. Another highly significant predictor is the frequency of contacts with persons granted asylum. Those participants who reported more frequent contacts with asylum beneficiaries are also more prepared to assist them. Finally, the variables of marginal significance include gender and political orientation, where women and those on the left side of the political spectrum would be readier to help asylum beneficiaries.The conducted regression analyses show that the most frequent predictors for both criteria (social proximity and readiness for personal assistance) include the perception of symbolic and realistic threat, expectation of negative changes in the community due to the arrival of asylum beneficiaries, opinion that the future number of asylum beneficiaries in Croatia should be increased and the choice of integration as the preferred acculturation strategy. It follows that a more favourable attitude of Croatian citizens can be expected if they feel less threatened by persons granted asylum, that is, if they understand that their arrival does not pose a threat to the existing identity and culture nor jeopardise the resources of local communities, if they expect less negative changes in their communities due to the arrival of asylum beneficiaries, if they think that the number of asylum beneficiaries in Croatia needs to be increased in the future, and if they believe that integration is the acculturation strategy appropriate for Croatia.The second part of this research deals with the assessment of needs and challenges which are or will be encountered by LSGUs and RSGUs, and also of the capacities and resources required for integration with regard to the current or anticipated accommodation and stay of asylum beneficiaries in their local communities.This part of the research was conducted through a series of interviews and focus groups with different stakeholders in the integration system, which are in one way or another involved in or will in future be responsible for the processes of reception and integration of persons granted asylum. Stakeholders from LSGU and RSGU include representatives from county-level and town-level public authorities and various professional institutions, while the CSO stakeholders include representatives from the non-governmental sector, religious organisations and civic initiatives. The perspectives of integration processes were, whenever possible, complemented with those of asylum beneficiaries in the local communities in which they live. For sampling purposes, a list of 30 units (9 counties and 21 towns) was drawn up, taking into account the criteria of regional representation, town size, experience with the integration of asylum beneficiaries and available state-owned housing units. Along with the four regions, the City of Zagreb was taken separately as it considerably differs from other regions in terms of the number of integration stakeholders and capacities, as well as the number of asylum beneficiaries it hosts. The persons included in the sample had the attributes of schoolants based on their role and office they held, their experience and knowledge of the needs and challenges relating to the integration of asylum beneficiaries in local communities. In keeping with the principle of maximising the variability of key informants, a total of 168 interviews and four focus groups were conducted with 227 participants, including 26 interviews with persons granted asylum. Once all of the methodological requirements were met in the process of qualitative-data gathering, 158 transcripts obtained from 216 interviewees were subjected to analysis. The other transcripts did not contain any useful information because some interviewees were totally uninformed about the topic of the research. Of the total number of analysed transcripts, 143 contain data obtained from 191 representatives of municipalities, towns and counties, state-administration offices at the county-level, professional institutions and the civil sector, while 15 transcripts of interviews and focus groups contained information obtained from 26 asylum beneficiaries. The analysis made it possible to identify some specific features of statements made by representatives of the selected local communities about their needs, challenges, opportunities and expectations. A comparison has been made among the four regions and the City of Zagreb, and similarities and differences have been analysed among statements made by stakeholders from different sectors.The results for all regions (except the City of Zagreb) equally suggest that most of the integration-system stakeholders from LSGUs and RSGUs (towns, municipalities and counties) generally had no direct experience of contacts and work with persons granted asylum or, if they had, then they encountered asylum beneficiaries in rare, individual cases. On the other hand, interlocutors from Zagreb recounted and described experiences of direct and immediate encounters with persons granted asylum, mostly through participation in projects with SCOs and the OHRRNM, while CSOs in all the regions have very little direct experience with asylum beneficiaries. A large portion of LSGUs and RSGUs in each region state that they are not aware of the Action Plan for Integration, or are aware of it only partly, or since a short time ago. Stakeholders in various sectors and regions have not developed their own action plans and protocols for integration, independent of the Action Plan. Professional institutions do not have their own plans either, but many of them perform tasks relating to the integration of persons granted asylum as part of their daily work and remit, and some have their own internal prodecural protocols, most often based on their previous experience with marginalised groups or guidelines from relevant ministries. All stakeholders in all regions agree that the lack of funding poses a serious structural constraint and that allocations for integration activities should be increased. They stress that the entire budget is centralised and that they lack special resources earmarked for integration, noting, however, that budget allocations could be repurposed or activated if and when the need arises.When it comes to understanding the importance and indicators of successful integration, there are no major differences between either sectors or regions. As far as the key dimension of integration is concerned, all stakeholders across all regions highlight communication, that is, learning the Croatian language, as a crucial prerequisite for all other aspects of integration, especially for the inclusion of children in the education system, participation of adults in the labour market, addressing housing issues and, generally, enabling asylum beneficiaries to get along in local communities. In the Central Region, professional institutions claim that integration could also be facilitated by the community's experience with refugees during the Croatian War, and the history of coexistence with national minorities. In the Central Region, they feel that integration would be more successful if asylum beneficiaries were accommodated within the community rather than isolated, and if they were provided with appropriate care and inclusion in community life. All stakeholders across all regions voice some sort of concern because, when it comes to the accommodation of persons granted asylum, they expect negative reactions from the host population due to cultural and religious differences, especially in smaller communities, with the general opinion being that larger towns would be readier to accept asylum beneficiaries. Interlocutors in Zagreb are the most critical of the local community as a favourable environment for integration, with professional institutions stating that negative sentiments are the greatest problem, stemming primarily from fear of the unknown among the local population. Nonetheless, almost all of the interviewed asylum beneficiaries highlight the positive experiences they had with their acceptance in local communities, noting, however, that it took a while for them to feel accepted by their neighbours. Only three out of 26 interlocutors report having negative experiences upon their arrival in the community, consisting mainly of unpleasant verbal comments. Persons granted asylum generally do not see any major cultural barriers to their life in Croatia, but in their view the integration system is not well-organised and includes some contradictions.At the intraregional level alone, and particularly at the interregional level, the integration stakeholders from different local communities show considerable differences when estimating the integration capacity of their communities. The majority of LSGUs believe that organising language courses falls under the responsibility of the Ministry of Science and Education, expressing concerns about the duration of courses (too few lessons) and uncertainties about their funding, while RSGUs also stress their lack of human and logistic capacities to organise courses. Professional institutions shift the responsibility for organizing courses to administrative bodies – from the local, through the regional, to the national levels. Only representatives of Zagreb-based SCOs report more direct involvement in the organisation of courses – some of them offer them in a formalised manner, and others through voluntary engagement. As to the inclusion in the education system, most stakeholders stress the problem of slow-moving administration and emphasize the heavy teaching workload, suggesting that there is a need for additional teachers as well as the necessity to work additionally with asylee children. Further difficulties mentioned are related to the lack of personal documents and the issue of recognising diplomas and previously acquired qualifications. In the Littoral and Central regions, they also highlight a lack of interpreters and teaching assistants, over which they have no control, but depend on the relevant ministry.Most of stakeholders from LSGUs and RSGUs are actually unaware of the existing accommodation capacity because they do not own any housing units or have already allocated all they had to beneficiaries from certain social categories. They see a possible solution in the conversion of the existing vacant buildings or renting of private flats, where they report problems with landlords, i.e. the unwillingness of landlords to let out their flats to accommodate persons granted asylum and the high rents they impose. Persons granted asylum are mostly concerned about their initial accommodation in reception centres, with which they were partially (dis)satisfied and, in addition to prejudice by landlords, the interlocutors also stressed high prices. In their local communities, asylum beneficiaries have been recognised as a desirable workforce in sectors with labour shortfalls. The LSGU representatives stress the need for a skilled workforce in the construction and public works sectors and, in the Eastern Region, agriculture. In addition to feeling that employers should be informed of opportunities to hire asylum beneficiaries, LSGUs are somewhat keener to consider potential retraining and additional training schemes as well as efforts to overcome the language barrier, referring to professional services which should take over that task. Many see the opportunities to employ asylum beneficiaries primarily in low-skill and ancillary jobs, such as kitchen or warehouse assistants and so forth. While the asylum beneficiaries themselves are highly motivated to take part in the labour market, since they see employment as a key prerequisite to gaining independence, they are aware of the economic situation in Croatia and do not want to become a public charge, but rather an active and productive segment of the society.Almost all interlocutors attach great importance to public information and awareness-raising campaigns, and most of them also recognise the role of the media in this process and believe that it is extremely important to get the local population acquainted with good practices and examples of successful efforts to integrate asylum beneficiaries, and to inform them about their culture and customs. This would prevent the development of prejudice and discrimination, where the LSGU representatives often see their role in such efforts unlike RSGUs, among which only a few recognise it. Professional institutions also leave the role of awareness raising to the media and, for the time being, carry out awareness-raising activities in the form of workshops and cultural events mainly with support from CSOs in Zagreb. The training of staff members and professionals has also been stressed as extremely important, yet largely non-existent in most institutions, offices and organisations.Nearly all interviewees from all regions agree that asylum beneficiaries have been provided with adequate social welfare, just like all of its other beneficiaries. Some of the representatives of LSGUs and professional institutions from the Dalmatian and Eastern Regions noted that asylum beneficiaries were not supposed to be singled out, that is, afforded greater rights and priorities than domestic social-welfare beneficiaries. All local communities feel that asylum beneficiaries have been provided with adequate health-care, but the interviewees highlight a lack of physicians and the overload of the health system, as well as communications. When it comes to providing adequate social welfare and health care, a common problem stressed in all regions is the insufficient capacity of institutions, while other aggravating circumstances include slow systems, uninformed staff members, shortcomings in the monitoring of asylum beneficiaries, uncertainties about the financing of health-care services and lack of coordination between different stakeholders. The same issues are also reported by the asylum beneficiaries themselves.Professional institutions have, for the most part, already established cooperation with almost all stakeholders involved in the integration process. In this context, they most often point out line ministries, as well as significant cooperation with CSOs. Only the Central Region (including Zagreb) highlights the existing cooperation with LSGUs and the OHRRNM, or with international organisations. The LSGU and RSGU representatives are somewhat more likely to expect more significant engagement by and cooperation with CSOs, which they consider more capable of writing projects and mobilising funds for work with asylum beneficiaries or count on their human resources. Some professional institutions are also focused on inter-city and inter-county cooperation, for example, with other social-welfare centres, in order to compare their experiences and share good practices. The SCO stakeholders state national and local authorities make insufficient use of the capacity and experience of local SCOs.All stakeholders criticize administration primarily because of the lack of timely and transparent exchanges of information, given that they are perceived as responsible for the entire system. Stakeholders in local communities feel that they operate without specific guidelines and decisions, everything being left to improvisation. Professional institutions hold that the measures defined in the Action Plan are not applicable to the realities in the field, stressing that the system is not prepared to respond to current challenges and needs such as, for instance, securing accommodation and interpreters. There is also concern about the duplication of work by different institutions and organisations, and shifting responsibilities to CSOs. It has been stressed that a protocol in needed which would contain descriptions and guidelines for the implementation of steps in the integration of persons granted asylum, which should define the sequence of implementing integration measures, those in charge of their implementation, including their responsibilities, as well as the forms of their cooperation. Such a protocol and guidelines would enable LSGUs and RSGUs to rely on these documents in their work and to act in compliance therewith. All stakeholders emphasize the need to receive timely and reliable information about the number, structure and time of arrival of persons granted asylum in their areas because this information is crucial for them to be able to prepare themselves for different aspects of their integration. A distribution plan is a document cited by all self-government units as essential to launch preparations for the asylum beneficiaries, in accordance with the aforementioned protocol.All stakeholders highlight interpreters and cultural mediators as a very pressing need in all regions. It has been stressed that interpreters should be professionally trained, rather than semi-skilled individuals or family members, let alone children. All stakeholders realize that securing housing is a key prerequisite for the reception and integration of persons granted asylum, and that it falls within the remit of the central government, rather than the local community. The Eastern and Dalmatian Regions place special emphasis on the need to provide adequate accommodation for unaccompanied children under international protection. Also, all integration stakeholders feel that efforts are needed to speed up administrative procedures because there is a gap between what has been set forth in legislation and what can really be implemented due to technical barriers, including children's registration in school e-registers, medical records, access to Croatian language learning, and verification of previously acquired qualifications and job competencies which is a requirement for education or employment. To achieve all this, sound intersectorial cooperation is required.The integration stakeholders in all regions show a clear need to prepare, raise the awareness of and train the staff directly involved in the integration process for contacts with and providing services to persons granted asylum. Since professional institutions are places of direct and on-going contacts with asylum beneficiaries, there is a need for continuous training of their professional staff. The training of all integration stakeholders should include learning about the culture and customs of asylum beneficiaries and it should be based on the principles of intercultural communication. In some professional institutions whose staff are engaged in direct and intense work with families of asylum beneficiaries, such as counselling and psychosocial support, there is an increased need for continuous mental-health care and stress prevention among staff members through supervision and professional support.Given that they believe that the responsibility for integrating persons granted asylum rests primarily with the state, a number of LGSUs, professional institutions and some CSOs expect the state to bear the related costs. The LSGUs in the Central Region see the opportunity to secure funding by applying for EU projects and drawing money from EU funds. In the Dalmatian Region, the LSGUs expect the state to issue fewer instructions, and to focus more on direct care for asylum beneficiaries. At the LSGU level, help in meeting community needs in the integration process and their own efforts is expected from the Government of the RoC, primarily the OHRRNM as the central coordinating body. Some RSGUs believe that they will successfully carry out all tasks imposed by law and those received from the competent state authorities, and that they will tackle problems only once asylum beneficiaries arrive in their territory. LSGUs and RSGUs see their role in coordinating different integration process stakeholders, such as professional institutions and CSOs, at the town and county levels. Some LSGUs also see their role in supporting other stakeholders when they lack capacity in the integration process, and in networking with other institutions within the community. In this context, they stress their role in providing information to asylum beneficiaries and improving intersectorial cooperation because they "have a good overview of the activities of different services." Some LSGUs feel that a person should be assigned to each integration stakeholder as its key informant about how asylum beneficiaries can exercise their rights.The LSGUs see their key contribution to integration in their efforts to raise the awareness of and inform the public about the arrival of persons granted asylum and the process of their integration, being aware there resistance to their arrival in some communities. In the Eastern Region, they warn that greater resistance to the arrival of asylum beneficiaries may be expected in communities that are traditionally more closed and host a larger number of immigrants from Bosnia and Herzegovina, who were forced to leave their homes due to armed conflicts with the Muslims. In the Central and Littoral regions and the City of Zagreb, they believe that the experience they have with proven integration mechanisms for socially vulnerable groups, referring to members of the Roma national minority, will help them in the process of integrating asylum beneficiaries. The LSGUs feel they can also directly support integration efforts by providing initial financial assistance to asylum beneficiaries, helping in the process of their reception and accommodation, offering aid such as food and toiletries, facilitating children's inclusion in educational institutions, covering their kindergarten costs (Eastern and Littoral regions, Zagreb), as well as helping asylum beneficiaries to find employment. Professional institutions will address integration as part of their daily activities, by providing services for persons granted asylum as well as any other beneficiaries. The LSGUs, RSGUs and professional institutions see the important role of CSOs in complementing services provided to asylum beneficiaries by professional institutions. Most of the CSOs plan to expand their present activities to meet the specific needs of asylums beneficiaries, and represent a major integration potential for local communities, highlighting their networks of volunteers as a key asset in work with persons granted asylum. The CSOs feel that a coordination mechanism should be put in place at the LSGU level so as to bring together all the stakeholders, including the civil sector, and ensure transparent financing of services for asylum beneficiaries.Croatia has few communities with any reception and integration experience and most of the local communities covered by this research have not considered or prepared themselves for this challenge. Yet, the integration stakeholders in all units included in this research stress that they crucially need timely and reliable information about the plans for the arrival and distribution of persons granted asylum, and that information from the relevant ministries, particularly from the OHRRNM, will enable them to launch preparations for integration activities and possible reception of asylum beneficiaries. Finally, the recommendations derived from this research will facilitate improvements in policies and practices for the integration of persons under international protection, making it easier and less painful to achieve the objectives stemming from Croatia's commitments as an EU member state, as well as its legislation and action plans of the Government of the RoC.
Abstract: Organizational and Work Psychology (POT) today faces great research and intervention challenges, given the current conditions in which work activities and the management of people are being developed in organizations, and since the world of work has been strongly affected in the last three decades as a result of the transformations that have been taking place in the management of organizations. The socio-economic and cultural political dynamics that we live in today demand a continuous change based on these changes. In this sense, organizational change has been associated with unexpected adaptation processes that arise to respond to the demands of the context. At present, the survival of organizations depends on the ability to project in the long term and not only on their ability to adapt, this implies on the part of organizations a management change that allows anticipating changes in the environment in such a way that long-term value is generated over the competition (Sandoval, 2014). In response to a series of phenomena such as the globalization of the economy, increasing competition and the emergence of new information technology, transport, and communications, among other factors, the use of strategies such as mergers between organizations has increased. Alliances, creation of networks, reduction of organizational macrostructures and outsourcing or subcontracting of the workforce, as mechanisms to achieve greater competitiveness in the market, aspects that have generated a dynamic of permanent change in the functioning of organizations in the world whole ( Lynch, & Mors , 2018). These changes are reflected in the impact they have on the climate of the organizations. The way workers understand the organization's climate depends on several aspects. G onzales , Pedraza and Sanchez (2015), identified that the work environment is important in understanding the relationship between employees and superiors, and that this relationship will be mediated by values, rules established by the organization at the individual level and group, and performance, these aspects that can generate satisfaction in the organization and in the collaborators. The organizational climate is important in understanding the organizational characteristics that impact on the behavior of individuals at work, as well as the attitudes of people towards organizations (Yoo, Huang & Lee, 2012). The organizational climate encompasses the structure, processes of the organization, as well as the management of compensation, employee behavior, performance expectations and growth opportunities. However, the organizational climate is the result of the interaction between the components of the company, such as structure, systems, culture, the behavior of the leader and the psychological needs of the employees ( Benjamin et al., 2013) . Organizational change and climate are framed in the psychosocial factors of organizations, which has a wide spectrum, they become an important issue for occupational health. The current situation that organizations and the labor market are going through generate important problems for organizations, therefore it is important to understand and deal with them properly. The new work arrangements involve short-term contracts. Additionally, the global market is becoming more competitive as a result, generates increasing pressure on the part of employees to be able to increase productivity and respond to the needs of the environment, forging as a result a report by employees of high levels of stress increasing risk of physical and psychological illness. The imminence of change in different spheres of the organization displaces workers, generating various reactions that affect the work-family balance, their performance and their perception of the organizational climate ( Connelly & Gallagher, 2004) Gil - Monte (2012) argues that technical changes, such as socioeconomic, demographic, political, economic, among others, have increased psychosocial risks . Some of the causes of these risks are: a) organizational changes are caused by internal factors (new processes, technology, workplace) or external (social, political, economic), b) new forms of hiring, c) little job stability , d) aging of the population, e) increase in workload, e) emotional demands at work, f) work-family imbalance . The author concludes that psychosocial risks have always been present, but what has been modified is the social perception of them , this is reflected in the increase of this type of risks in organizations, therefore it becomes a problem the which must be addressed in a timely manner by the managers of the organizations. Currently, with the public health threat generated by (COVID-19), several economic sectors are affected such as tourism, health, education, among others, which must develop new strategies and rethink new ways to be able to reach the population and reactivate its economy ( Wen , et al, 2020). These strategies create challenges that involve promoting new forms of work and assuming an increase in the demands of public and private sector employees that can have negative consequences for them ( Mañas, Estreder , Martinez -Tur, Díaz-Fúnez, & Pecino -Medina 2020). Similarly, in the face of these significant events such as the global pandemic, organizations must have the ability to develop tactics that allow them to adapt to change ( Beech , et al, 2020). In this order of ideas, in the face of adverse situations that arise due to the pandemic that affect the world economically, socially and politically, people who are part of organizations must be able to adapt to changes, which makes them more resilient ( Jiang , Jiang , Sun ,, & Li 2020). The resilience helps people overcome stress, which allows them to maintain an acceptable state of life or work ( Cope, Jones, & Hendricks, 2016). This implies that individuals must establish a balance between their work and family roles, which would not be possible to generate situations of emotional exhaustion as a psychological response to work stressors and in turn affect the performance of workers (Karatepe, 2013). As a result of the various changes that organizations have had to undertake such as the replacement of the workforce by younger generations, multicultural work, labor shortages, demographic challenges, the workplace has become a very demanding space. Additionally, people are expected to perform much more efficiently at work and at home ( Ilies , Schwind , Johnson, DeRue , & Ilgen , 2007). These changes have led to symptoms of stress in people in organizations that can affect them in their personal, family and work daily life (Biron, Cooper & Bond, 2009). These situations have generated research related to the different conditions of the human being in which sometimes they survive and thrive in the face of adversity. The study of positive human behavior gave rise to positive psychology (Seligman 199 8 ) and positive organizational behavior ( Luthans & Youssef , 2007). This paradigm shift from the study of negative to positive organizational behavior leads to new theories that propose that resilience is a flexible resource that anyone can learn and foster (Norman, Luthans & Luthans , 2005). Work is important for people, as it has many benefits for them (Henry, 2004). It helps them establish their identity, provides a possibility of social interaction beyond the purely work, encourages commitment, provides meaning, provides the possibility of having status and income. It is an activity that provides people with resources to live, in the same way, the family is an important part of people's daily lives that influences their sense of well-being ( Edwards & Rothbard, 2000). Ryan & Deci (2001), consider that the concept of work can be expanded and include aspects related to personal growth and well-being of people. For Voydanoff (2005), work and family are two important domains in people's lives and therefore can cause conflicts with each other (Allen, et al, 2000). However, these two elements can become synergistic and complement each other, the positive side of this interaction (work - family) can improve the well-being of the family unit (Greenhaus & Powell, 2006). According to Rahim (2011), he considers that effectively balancing work and family is important in organizations. The demands of the environment lead organizations to increase productivity, therefore, there is a greater demand for workers 'time and a reduction in workers' time with their families. Haar & Bardoel (2008) highlights that many changes have been generated that affect this work-family relationship, the composition of the workforce has changed, the number of women in the workplace has increased, families with two incomes, increased in the number of single parents. Greenhaus & Buetell (1985) argue that the work-family conflict occurs when the roles in which the pressures of work and family domains are not compatible. Wang, et to the, (2004), believe that regardless of the term that is used to describe the work - family conflict, this is mainly caused by excessive labor demands, which affect family negative results. For the current labor market, productivity is critical, managers aim to achieve maximum work performance by involving employees in this particular dynamic, it seeks that workers are willing to contribute in the organization beyond what is required by formal requirements. of work. In this logic the collaborators are caught between the demands of the family and those of the employer. The result of these multiple roles is the work-family conflict due to the incongruity between both areas, because the demands of one make it difficult to meet the demands of the other ( Rabenu , Tziner , & Gil, 2017). Liu, et al, (2019) highlight that the work-family balance is a perception that occurs simultaneously in two senses: low work-family conflict and high work-family enrichment, which implies that experiences are included among the roles both positive and negative. These positive or negative aspects are related to job performance. Pandey (2019) highlights the multidimensional nature of performance, classifying it in two aspects: a) resources: individual, work, organizational, social, b) stressors: individual, work, where the author points out that affective stressors such as burnout is an important variable that exhausts resources and decreases work performance, family, according to the author the variables at the family level are an inhibitor of work performance when they act as stressors. In this vein, the work-family conflict is an important variable that generates interference between the demands of these two domains with each other. Gragnano, Simbula, & Miglioretti (2020), highlight the fact that workers are aware of the importance of health to achieve a work-life balance, they showed that this balance is as important as the family domain, therefore, the researchers they must consider the health domain in the family domain when inquiring about work-life balance. Karatepe & Tenkiskus (2006) state that work-family conflict and emotional exhaustion are critical variables that have adverse effects on results. Yavas, Babacus & Karatepe (2008), consider the difficulties that front-line employees must balance the demands of their multiple roles can affect performance and as a consequence, employees can make the decision and leave the organizations. Wright & Cropanzano (1998), point out that an indicator of low work performance is emotional exhaustion, considered as a chronic state both physical and emotional, which is the product of overwork and continuous stress. Emotional exhaustion manifests itself in employees in a general loss of feeling of concern, trust, and interest (Maslach, 1982). Schaufeli & Greenglass (2001) consider that emotional exhaustion occurs when employees experience an emotional demand in a work situation over a long period of time. Studies carried out in the public sector contribute to understanding the manifestation of feelings of emotional exhaustion. The health professionals are under high pressure due to the long working days producing sleep disorders, professional responsibility which should provide a high-quality service with no margin for error. In the same way, their work implies a high emotional load given the nature of the work, this makes health professionals more vulnerable to emotional exhaustion (Babyar, 2017). According to Gerard (2018), it is necessary to take into account factors such as financial results, return on capital, which justifies success in health care organizations, which goes beyond the quality of care or the nature of activity. The structure of public health organizations is usually not very flexible, which makes the operation of these entities more difficult and therefore the work of the professionals who work in it, generating loss of energy and feelings of emotional exhaustion. Cropanzano, Rupp & Byrne (2003) argue that emotional exhaustion has a detrimental effect on the employee's job performance, which subsequently affects the productivity of the organization. The study carried out by Wang, et al (2019) shows the relationship between work-family conflict (WFC), family-work conflict (FWC), emotional exhaustion and performance. The results show that WFC is positively related to emotional exhaustion. Organizational care was also found to reduce WFC's influences on emotional exhaustion. In conclusion, it is important to highlight that all the variables that have been considered to carry out this study are related to each other. On the one hand, in a broad framework is organizational change, which influences the behavior and perception of people in the organization affecting the organizational climate. On the other hand, but in the same direction are the psychosocial factors that are also affected by changes in organizations and that would involve factors such as work-family balance, performance, emotional exhaustion. However, it should be highlighted that the way people in organizations face these aspects, will generate greater resilience and adaptation for the people in the organization. Resumen: La Psicología Organizacional y del Trabajo (POT) enfrenta hoy grandes desafíos de investigación e intervención, dadas las condiciones actuales en que se desarrollan las actividades de trabajo y de gestión de las personas en las organizaciones, ya que el mundo del trabajo se ha visto fuertemente afectado en las últimas tres décadas como resultado de las transformaciones que han estado ocurriendo en la gestión de las organizaciones. La dinámica política socioeconómica y cultural que se vive en la actualidad demanda un continuo cambio en función de estas. En este sentido el cambio organizacional ha estado asociado a procesos de adaptación inesperados que surgen para responder a las demandas del contexto. En la actualidad la supervivencia de las organizaciones depende de la capacidad de proyectarse a largo plazo y no solo de su capacidad de adaptación, esto implica por parte de las organizaciones una gestión del cambio que permita anticiparse a los cambios del ambiente de tal forma que se genere un valor a largo plazo sobre la competencia (Sandoval, 2014). Como respuesta a una serie de fenómenos como la globalización de la economía, la competencia cada vez más creciente y la emergencia de nuevas tecnologías de informática, transporte y comunicaciones, entre otros factores, se han incrementado el uso de estrategias como las fusiones entre organizaciones, alianzas, creación de redes, reducción de las macroestructuras organizativas y externalización o subcontratación de la fuerza de trabajo, como mecanismos para alcanzar una mayor competitividad en el mercado, aspectos que han generado una dinámica de cambio permanente en el funcionamiento de las organizaciones en el mundo entero (Lynch, & Mors, 2018). Estos cambios se ven reflejados en el impacto que tienen en el clima de las organizaciones. La forma como entienden los trabajadores el clima de la organización depende de varios aspectos. Gonzales, Pedraza y Sánchez (2015), identificaron que el ambiente laboral es importante en la comprensión de la relación entre empleados y superiores, ya que dicha relación va a estar mediada por los valores, las reglas establecidas por la organización a nivel individual y grupal, y el desempeño, estos aspectos que pueden generar satisfacción en la organización y en los colaboradores. El clima organizacional es importante en la comprensión de las características organizacionales impactan sobre la conducta de los individuos en el trabajo, así como las actitudes de las personas respecto a organizaciones (Yoo, Huang & Lee, 2012). El clima organizacional abarca la estructura, procesos de la organización, así como la gestión de la remuneración, el comportamiento del empleado, expectativa de rendimiento y oportunidades de crecimiento. No obstante, el clima organizacional es el resultado de la interacción entre los componentes de la empresa, tales como estructura, sistemas, la cultura, la conducta del líder y las necesidades psicológicas de los empleados (Benjamin et al., 2013). El cambio organizacional y el clima se enmarcan en los factores psicosociales de las organizaciones, los cuales tiene un amplio espectro, se convierten en un tema importante para la salud laboral. La situación actual por la que atraviesan las organizaciones y el mercado de trabajo generan problemas importantes para las organizaciones por lo tanto es importante entenderlos y afrontarlos de manera adecuada. Las nuevas modalidades de trabajo implican contratos a corto plazo. Adicionalmente el mercado global cada vez es más competitivo genera como resultado por parte de los empleados una creciente presión para poder aumentar la productividad y responder a las necesidades del entorno, forjando como resultado reporte por parte de los empleados de altos niveles de estrés incrementando el riesgo de enfermedad física y psicológica. La inminencia del cambio en diferentes esferas de la organización se desplaza a los trabajadores generando diversas reacciones que afectan el balance trabajo-familia, su desempeño y su percepción del clima organizacional (Connelly & Gallagher, 2004) Gil - Monte (2012) argumenta que los cambios técnicos, como los socioeconómicos, demográficos, políticos, económicos entre otros, han incrementado los riesgos psicosociales. Algunas de las causas de estos riesgos son: a) cambios organizacionales provocados por factores internos (nuevos procesos, tecnología, lugar de trabajo) o externos (sociales, políticos, económicos), b) nuevas formas de contratación, c) poca estabilidad laboral, d) envejecimiento de la población, e) incremento en la carga laboral, e) exigencias emocionales en el trabajo, f) desequilibrio trabajo – familia. El autor concluye que los riesgos psicosociales siempre han estado presentes, pero lo que se ha modificado es la percepción social que hay sobre ellos, esto se ve reflejado en el incremento de este tipo de riesgos en las organizaciones por tanto se convierte en un problema el cual se debe atender de manera oportuna por parte de los directivos de las organizaciones. En la actualidad con la amenaza de salud pública generada por el (COVID-19) se ven afectados varios sectores económicos como el turismo, la salud, la educación, entre otros, los cuales deben desarrollar nuevas estrategias y replantear nuevas formas para poder llegar a la población y reactivar su economía (Wen, et al, 2020). Estas estrategias crean retos que implican promover nuevas formas de trabajo y asumir un incremento en las demandas de los empleados del sector público y privado que pueden tener consecuencias negativas para éstos (Mañas, Estreder, Martinez-Tur, Díaz-Fúnez, & Pecino-Medina 2020). De igual forma, ante estos eventos significativos como la pandemia mundial las organizaciones deben tener la capacidad para desarrollar tácticas que le permitan adaptarse al cambio (Beech, et al, 2020). En este orden de ideas, ante las situaciones adversas que se presentan debido a la pandemia que afectan al mundo en lo económico, social y político, las personas que hacen parte de las organizaciones deben ser capaces de adaptase a los cambios lo cual los hace más resilientes (Jiang, Jiang, Sun,, & Li 2020). La capacidad de recuperación ayuda a las personas a superar las tensiones, lo cual permite mantener un estado de vida o un trabajo aceptable (Cope, Jones, & Hendricks, 2016). Esto implica que los individuos deben establecer un equilibrio entre sus roles laborales y los familiares, que no ser posible generarían situaciones de agotamiento emocional como una respuesta psicológica a los estresores laborales y a su vez afecta el desempeño de los trabajadores (Karatepe, 2013). Resultado de los diversos cambios que han debido asumir las organizaciones como el reemplazo de la fuerza laboral por generaciones más jóvenes, multiculturalidad de trabajo, escasez en la mano de obra, desafíos demográficos, el lugar de trabajo se ha convertido en un espacio muy exigente. Adicionalmente se espera que las personas de desempeñen de forma mucho más eficiente en el trabajo y en el hogar (Ilies, Schwind, Johnson, DeRue, & Ilgen, 2007). Estos cambios han propiciado en las personas que se encuentran en las organizaciones síntomas de estrés que pueden las pueden afectar en su cotidianida personal, familiar y laboral (Biron, Cooper & Bond, 2009). Estas situaciones han generado investigaciones relacionadas con las diferentes condiciones del ser humano en las que en algunas oportunidades sobreviven y prosperan ante la adversidad. El estudio del comportamiento humano positivo dio origen a la psicología positiva (Seligman 1998) y el comportamiento organizacional positivo (Luthans & Youssef, 2007). Este cambio de paradigma del estudio del comportamiento organizacional negativo al positivo deriva nuevas teorías que proponen que la resiliencia es un recurso flexible que cualquier persona puede aprender y fomentar (Norman, Luthans & Luthans, 2005). El trabajo es importante para las personas, ya que tiene muchos beneficios para éstas (Henry, 2004). Las ayuda a establecer su identidad, brinda una posibilidad de interacción social más allá de los netamente laboral, fomenta compromiso, brinda un significado, proporciona la posibilidad de tener estatus e ingresos. Es una actividad facilita a las personas recursos para vivir, de igual forma, la familia es una parte importante de la cotidianidad de las personas que influye en la sensación de bienestar de estas (Edwards & Rothbard, 2000). Ryan & Deci (2001), consideran que el concepto de trabajo se puede ampliar e incluyen aspectos relacionados con el crecimiento personal y el bienestar de las personas. Para Voydanoff (2005), el trabajo como la familia son dos dominios importantes en la vida de las personas y por tanto pueden llegar a causar conflictos entre sí (Allen, et al, 2000). Sin embargo, estos dos elementos pueden llegar a ser sinérgicos y complementarse, el lado positivo de esta interacción (trabajo – familia) puede mejorar el bienestar de la unidad familiar (Greenhaus & Powell, 2006). Según Rahim (2011) considera que equilibrar efectivamente el trabajo y la familia es importante en las organizaciones. Las demandas del ambiente conllevan a que las organizaciones aumenten la productividad, por lo tanto, hay una mayor demanda de tiempo de los trabajadores y una reducción el tiempo de los trabajadores con sus familias. Haar & Bardoel (2008) resalta que se han generado muchos cambios que afectan esta relación trabajo – familia, la composición de la fuerza laborar ha cambiado, se ha incrementado el número de mujeres en el lugar de trabajo, las familias con dos ingresos, aumento en el número de padres/madres solteras. Greenhaus & Buetell (1985), argumentan que el conflicto trabajo – familia se presenta cuando los roles en el que las presiones del trabajo y los dominios familiares no son compatibles. Wang, et al, (2004), consideran que independientemente del término que se utilice para describir el conflicto trabajo – familia, éste es causado principalmente por las excesivas demandas laborales, las cuales repercuten en resultados familiares negativos. Para el actual mercado laboral la productividad es crítica, los gerentes tienen como meta alcanzar el máximo rendimiento laboral involucrando a los empleados en esta particular dinámica, se busca que los trabajadores estén dispuestos a contribuir en la organización más allá de lo que exigen los requisitos formales de trabajo. En esta lógica los colaboradores se encuentran atrapados entre las demandas de la familia y las del empleador. El resultado de estos roles múltiples es el conflicto trabajo – familia debido a la incongruencia entre ambas áreas, debido a que las demandas de uno dificultan el cumplimiento de las demandas del otro (Rabenu, Tziner, & Gil, 2017). Liu, et al, (2019) resaltan que el equilibrio trabajo – familia es una percepción que se presenta de manera simultánea en dos sentidos: bajo conflicto trabajo - familia y alto enriquecimiento trabajo – familia, lo cual implica que se incluyen experiencias entre los roles tanto positivos como negativos. Es tos aspectos positivos o negativos tiene una relación con el desempeño laboral. Pandey (2019) destaca naturaleza multidimensional del desempeño clasificándola en dos aspectos: a) recursos: individuales, laborales, organizacionales, sociales, b) estresores: individuales, laborales en donde el autor señala que estresores afectivos como el agotamiento es una variable importante que agota los recursos y decrementa el rendimiento laboral, familiares, según el autor las variables a nivel familiar son un inhibidor del desempeño laboral cuando actúan como estresores. En este orden de ideas el conflicto trabajo familia es una variable importante que genera interferencia entre las demandas de estos dos dominios entre sí. Gragnano, Simbula, & Miglioretti (2020), resaltan el hecho de que los trabajadores son conscientes de la importancia de la salud para lograr un equilibrio trabajo-vida, demostraron que este equilibro es tan importante como el dominio familiar, por tanto, los investigadores deben considerar el dominio de la salud en el dominio familiar cuando se indaga el equilibrio trabajo – vida. Karatepe & Tenkiskus (2006), afirman que el conflicto trabajo – familia y el agotamiento emocional son variables críticas que tienen efectos adversos en los resultados. Yavas, Babacus & Karatepe (2008), consideran las dificultades que tienen los empleados de primera línea para equilibrar las demandas de sus múltiples roles pueden afectar el desempeño y como consecuencia los empleados pueden tomar la decisión e irse de las organizaciones. Wright & Cropanzano (1998), señalan que un indicador dé bajo desempeño laboral es el agotamiento emocional, considerado como un estado crónico tanto físico como emocional, el cual es producto del exceso de trabajo y el estrés continuo. El agotamiento emocional se manifiesta en los empleados en una perdida general de sentimiento de preocupación, confianza e interés (Maslach, 1982). Schaufeli & Greenglass (2001) consideran que el agotamiento emocional ocurre cuando los empleados experimentan una exigencia emocional ante una situación laboral en un período de tiempo prolongado. Estudios realizados en el sector público, contribuyen a entender la manifestación de sentimientos de agotamiento emocional. Los profesionales de la salud se encuentran bajo altos niveles de presión debido a las largas jornadas laborales que producen trastornos del sueño, la responsabilidad profesional en donde deben proporcionar un servicio de alta calidad sin margen de error. De igual forma, su trabajo implica alta carga emocional dada la naturaleza del trabajo, esto hace que los profesionales en la salud sean más vulnerables al agotamiento emocional (Babyar, 2017). De acuerdo con Gerard (2018), es necesario tener en cuenta factores como los resultados financieros, el rendimiento del capital, lo cual justifica el éxito en las organizaciones de atención médica, lo cual va vas allá de la calidad en la atención o la naturaleza de actividad. La estructura de las organizaciones de salud pública suele ser poco flexible lo cual hace más difícil el funcionamiento de estas entidades y por tanto el trabajo de los profesionales que laboran en ella generando perdida de energía y sentimientos de agotamiento emocional. Cropanzano, Rupp & Byrne (2003) argumentan que el agotamiento emocional tiene un efecto perjudicial en el desempeño laboral del empleado, lo cual repercute posteriormente en la productividad de la organización. El estudio realizado por Wang, et al (2019) muestran la relación entre el conflicto trabajo – familia (WFC), el conflicto familia – trabajo (FWC), el agotamiento emocional y el desempeño. Los resultados muestran que WFC se relaciona positivamente con el agotamiento emocional. También se encontró que el cuidado de la organización reduce las influencias de WFC en el agotamiento emocional. En conclusión, es importante resaltar que todas las variables que se han considerado para realizar este estudio se relacionan entre sí. Por un lado, en un marco amplio se encuentra el cambio organizacional, el cual influye en el comportamiento y la percepción de las personas en la organización afectando el clima organizacional. Por otro lado, pero en la misma dirección se encuentran los factores psicosociales que también se ven afectados por los cambios en las organizaciones y que involucrarían factores como el balance trabajo – familia, el desempeño, el agotamiento emocional. Sin embargo, se debe rescatar que la forma como las personas en las organizaciones afronten estos aspectos, va a generar una mayor capacidad de resiliencia y adaptación de las personas en la organización.
The pandemic of COVID-19 has afflicted every individual and has initiated a cascade of directly or indirectly involved events in precipitating mental health issues. The human species is a wanderer and hunter-gatherer by nature, and physical social distancing and nationwide lockdown have confined an individual to physical isolation. The present review article was conceived to address psychosocial and other issues and their aetiology related to the current pandemic of COVID-19. The elderly age group has most suffered the wrath of SARS-CoV-2, and social isolation as a preventive measure may further induce mental health issues. Animal model studies have demonstrated an inappropriate interacting endogenous neurotransmitter milieu of dopamine, serotonin, glutamate, and opioids, induced by social isolation that could probably lead to observable phenomena of deviant psychosocial behavior. Conflicting and manipulated information related to COVID-19 on social media has also been recognized as a global threat. Psychological stress during the current pandemic in frontline health care workers, migrant workers, children, and adolescents is also a serious concern. Mental health issues in the current situation could also be induced by being quarantined, uncertainty in business, jobs, economy, hampered academic activities, increased screen time on social media, and domestic violence incidences. The gravity of mental health issues associated with the pandemic of COVID-19 should be identified at the earliest. Mental health organization dedicated to current and future pandemics should be established along with Government policies addressing psychological issues to prevent and treat mental health issues need to be developed. References World Health Organization (WHO) Coronavirus Disease (COVID-19) Dashboard. 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Part one of an interview with Joseph Addante. Topics include: Joseph's family history. His parents were separated during WWI and reunited in Fitchburg, MA. The birth of Joseph's siblings and Joseph (he was the youngest). Catholic education. Americanization classes taught by Margaret Kelty. Speaking English and Italian. His father's experience trying to bring his mother (Joseph's grandmother) to the United States. Visiting relatives in Italy. How his father came to the United States. Family political differences in Italy. The villages in Italy where his parents grew up. The work his father did as a shoemaker in Italy and in Fitchburg. ; 1 SPEAKER 1: The Center for Italian Culture at Fitchburg State College, the [unintelligible - 00:00:06] project. It's Tuesday September 4th 9:30, 9:45 am. Our first interviewee is Joe Addante at his home at 535 South Street Number 22-2. Thanks Joe for taking time again to talk with me. I was hoping that you could give me some biographical information, specifically when you were born. What your birth name is. I was wondering is it Joseph or is it Giuseppe? JOE ADDANTE: I was born on the 25th of August in 1926 at 2:00 a.m. in the morning, by my father's little log that I found. They named me Joseph Bartholomew Addante; Bartholomew because the 24th of August is the big feast day in my father's village. There's a church that was built in 1100 or 1200 and it's a historical site in that area. And that's how I got the name: Joseph from my father, and Bartholomew from the feast day. SPEAKER 1: Mm-hmm. JOE ADDANTE: Uh, I was born in Fitchburg. I was the fourth child that my parents had. They had one in Italy that my father never saw again, that died when he was three or four years old. My mother and father were separated for 10 years because of World War I. My mother rejoined my father in 1920 in Fitchburg, and in 1922 my sister Mary was born, '23 my sister Rose was born. And three years later a son was born, which was a source of joy to my dad. And we grew up together. Uh, also living with us were my two uncles for a number of years, because they had come also from Italy. And I jokingly say I grew up with three fathers, my uncle Rocco and my uncle Dominic. Rocco has a son Rocco Jr., and Uncle Dominic remained a bachelor and was never married. Um, from there we lived on the Water Street lane, which was part of what was called "The Patch" in those days. I attended St. Bernard Grammar school, which was a Catholic parochial school for St. Bernard Parish. However, since my father's brother was a Franciscan priest, he was anxious for us to have a Roman 2 Catholic education. And being acquainted with Monsignor Donnelly, who was pastor of St. Bernard at that time, we were given the privilege of attending the quote unquote Irish parochial school. I graduated grammar school there, then I attended St. Bernard, which then became the Central Catholic High School, graduating in 1944. SPEAKER 1: Okay. I was hoping that you could go back a little bit. Last week when I was here… JOE ADDANTE: Yes. SPEAKER 1: You mentioned something about your mom and dad; your father had to wait nearly 10 years to bring your mother over. Is… did I hear that correctly? JOE ADDANTE: Yes, well, when my mother arrived of course the family started. And as I said, my sisters were born and so was I. My recollection of my early childhood goes back to about 1931 or '30 when I was probably five or six years old. My recollection is going to Americanization classes with my mother. Uh, these were held at what was the Registry of Motor Vehicles building, and the upstairs was sort of a classroom hall kind of arrangement where classes were given in English for immigrants, and also Americanization, which in today's terminology would be called Instructions for Assimilation. Very interesting, because the woman that taught this was Margaret [Kelty]. Margaret [Kelty] was a legend in her own time. Probably one of the most foremost people in adult education in the United States by the time she died. I remember fondly her talking about the 500 Basic English words – which I wonder why they can't be used today – done by some professor from England that came over here. She adopted that technique, and with the use of these 500 words apparently one could communicate and get along. 3 But above and beyond that, Margaret was a genuinely helpful person. She was the daughter of a pharmacist who had a drugstore in the area and in his time had learned to speak Italian to better serve his Italian-American clientele. Margaret has sort of been a legend in the memory of most of us in that particular period of history. She and her sister were always a helpful part of the community and probably helped bridge the differences between the Italian community, if you will, and the Irish community at a time when some saw the Italian movement as a quote unquote Latin invasion. Also at that time there were other people who were quite helpful to the Italian community. Miss [Courtney] and her sister, they were schoolteachers, and of course in those days they were unmarried. And also there was a Mary [Bartley] who was the principal of the Nolan School. These people all had a meaningful role and a large role in helping the Italo-Americans, or the newly arrived Italian immigrants, to get adjusted to the American way of life, learning the language and the expressions, and also sort of acted as a bridge in many cases between them and their Irish neighbors. SPEAKER 1: So how old were you when you remember going to these Americanization classes? JOE ADDANTE: Probably between five years old, six years old. Just prior to the first grade, and then also sometimes even after the first grade because some of them were conducted in the evening. SPEAKER 1: Was that your introduction to English, or did you hear it from friends? JOE ADDANTE: Well, we grew up speaking both languages without actually recognizing there was a difference. We spoke Italian at home; spoke English with our friends without even giving it a thought, frankly. Some of our friends who were attending the Immaculate Conception School had to learn French because the classes were conducted in French in those days. And some of 4 them grew up speaking English, Italian from home, and French from school, which became an advantage to them. SPEAKER 1: But prior to school you were probably living in an Italian neighborhood where there was… JOE ADDANTE: There was English spoken. My father, bear in mind my father had been 10 years before my mother had arrived. He had already become, I believe, a citizen. And he ran a checkbook, ran a business and spoke English in a very passable way, so that he did speak quite a bit of English at home in addition to Italian, hopefully encouraging my mother in her English, which she picked up very readily and read almost all the novels of those days, the classics. I remember her reading to me from Les Misérables in English, which I had forgotten until I saw the play in London and it all came back to me. Yeah. So my father was a very – and mother both, they were very literate people and they loved…they had read many of the classics in Italian and were sort of rediscovering them in English. SPEAKER 1: So tell me more. I tried to ask you this just a few minutes ago but your father, how he tried to get your mother to America and he had some sort of resistance or some… JOE ADDANTE: No. No. That was his mother. My father had no problem in those days getting his wife over here. But at the end of World War II my father had a love for bringing back his mother to this country, because he and both my uncles could have taken care of her very easily. But in going through the immigration papers it became complicated, and it dragged out. And my grandmother died in Italy without ever having seen her son again, and I never got to know her. And my father lost interest and decided never to return to Italy. It was a sad thing, because I had kind of hoped to go with him. In fact the first thing I did, meaningful thing, after his death was to go to Italy and to find out where his sister was, and my uncles, and the village and the home where he, the house where 5 he was born. And I have visited several times since. And I managed to bring my Franciscan uncle to this country for two visits, and so I began to bridge the communications between the cousins and uncles and aunts and that sort of thing. SPEAKER 1: So did Dominic or Rocco ever go back to Italy? JOE ADDANTE: Yes, my uncle Rocco went back in 1937, was married, and he had the same sad experience my father had. He was separated from his wife for 10 years until the end of World War II. When she came here then his son was born, Rocco. My uncle Dominic managed to go back a couple of times because he wanted to visit his sister, who was alive then, and his brother, which he did; then that was his last visit. SPEAKER 1: Okay. Now your father, how may siblings did he have? He had three brothers and… JOE ADDANTE: My father was from a family of 10 children. I think there were seven survivors: my father and his sister and three brothers that I knew, and another sister that I never knew but I met her children, and another sister that I never knew that survived to adulthood, if you will, you know. SPEAKER 1: And their names? JOE ADDANTE: Oh. SPEAKER 1 Do you remember them? JOE ADDANTE: My father's name was Joseph, his sister's name was Agatha, who was an extremely lucky woman in the very early days survived a double mastectomy and lived to be 85 or 86 years of age. SPEAKER 1: In the old country? JOE ADDANTE: In the old country, so it was done back in the days when surgery was primitive by today's standards. Then there was my uncle Rocco, was next. And I think there are a couple of sisters in between. One was [Anina]. To go down the list there was my father, Agatha, I think [Anina], Rocco, and then there was another sister whose name I don't remember, then my uncle 6 Dominic, and then my uncle Francesco who became the Franciscan. That I recall in the names and a couple others. SPEAKER 1: So I read somewhere that in the old days that a lot of marriages were arranged, but your father wished to choose his own wife? JOE ADDANTE: My father was a very independent person. He chose his own wife in a very romantic way and courted her with poetry. My father had a poetic flair. And I think he passed it on to his children, because we all love poetry. But the one problem was that they were of opposite political parties in their families. And my father's main reason for leaving Italy was not so much the opportunity, because he was a craftsman. He made handmade shoes and there was always a lot of work for him. So rather than stay home and get involved in squabbles, he left. He wrote to a friend of his who was in Maine. And the friend never answered but just sent him a ticket. I think it was a $35 steerage ticket in those days. My dad arrived in this country in 1910 and never went back. He landed in Boston, not Ellis Island. And then from there he went to Connecticut and got work with the railroad, because there were some Italian men that would take care of him as far as the language was concerned, while he was trying to learn English. And he stayed there for about three months. And they had an Italian daily newspaper in those days published in Italian for the immigrants. There were many such newspapers just like the Finnish [Raivaaja Press] here. There was an ad in the paper by a shoemaker in Fitchburg by the name of [Sisino], who was looking for a shoemaker. So my dad came to Fitchburg and he was here till he died. He worked for about four months with this man and because he could not arrange to have his evenings off to go to night school to learn English, he quit the job because his primary interest was in learning English. He got another job working at one of the 7 mills; I think the [Beuline] Mill was the name of it. And he worked there for a short period of time, finally saved enough to get a little shop started. And by 1912 he was able to send for his brother to help him in the business. And by 1915 he had bought a building of his own. Tried to send for my mother, World War I broke out and that became an impossibility until the 1920s when my mother and my other Uncle Dominic came together from Italy. SPEAKER 1: Mm-hmm. Now, what about the political party? Can you tell me more about – he didn't want to become involved in any squabbles in Italy and that his wife… JOE ADDANTE: Yeah, my father was not much of a political animal. He saw politics for what it was, in many ways, but not a very… in his mind a very constructive thing anyway. More than that I never heard. I guess he did like my uncle. My mother's brother was a very political person and very active. And I think the… if there was any antagonism it was between my mother's brother and my father's family, if you will, being opposing political persuasions. Whether it was conservative or liberal in those days I don't know. I never really got a handle on it. But my uncle Luigi, my mother's brother, was mayor of three villages at the same time. Because, you know, you had to be a property owner in order to run for political office and you had to be a property owner before you could vote. It was a democracy, but it was a selective democracy in those days. But he was very active, and his wife had died with only one surviving child after having gone through many pregnancies. So it was he and his daughter who actually grew up with my mother as a sister, although she was a niece, because my uncle was the oldest and my mother was the youngest of a large family; but they were the only two survivors. In those day that was not uncommon. And Giovannina, who was my mother's cousin, was almost like her sister and they grew up together 8 and they used to communicate a lot. But then my mother joined my dad here in 1920. But the political thing was not something that my father was interested in and he just got away from it. I think that is the best thing he did because he thoroughly enjoyed this country. SPEAKER 1: Now his wife, your mother, was from the same small village? JOE ADDANTE: Oh yes, they were practically across-the-street neighbors. I mean, the village today has only a population of about 1000. And in those days it was probably a little bigger because they had larger families, and it was mainly an agricultural village to begin with. It is now still slightly agricultural but more on a hobby basis and it has become the weekend place for those that grew up in the village and sought work in the cities nearby. And they go back there on weekends and they fixed up the maternal and paternal homes into the weekend places to rest and enjoy. It's very interesting what they've done with the village, because it has become a very pretty, enjoyable place, because there is very little work being done there except a few tomato plants here and there, and olive trees and that sort of thing. SPEAKER 1: Tell us the name of the village. JOE ADDANTE: The name of the village is [Carpineto Sulla Nora] because it's on the [Nora] River and it's in the province of [Piscada], which is on the Adriatic side of Italy and it is basically central Italy; almost directly East of Rome. SPEAKER 1: Okay. And what region would that be? JOE ADDANTE: That would be [Abruzzi], is the province. The [regione] is province. It is [Piscada]. They refer to their states as regions and then what we call counties they call provinces. SPEAKER 1: Right, so the region is… JOE ADDANTE: And what we call counties they call parishes. [La Paroche de]… SPEAKER 1: Okay.9 JOE ADDANTE: Yeah. SPEAKER 1: So your father, he learned the craft from his father? JOE ADDANTE: From his father, who had learned it from his father. No, but my father was actually apprenticed out, and he had to serve a three-year apprentice in order to be a master craftsman in those days. And he had to live and became almost like an indentured servant when you were an apprentice. You lived away from home, you lived with the master, and after the three years you came back home and you were considered a guild member kind of thing. SPEAKER 1: Where was he sent? Do you know? JOE ADDANTE: Probably 20 miles away. And I never got the name of the town. The only thing I ever heard was he did not enjoy the meals because they weren't like his mothers. [Laughter] SPEAKER 1: They never are. Now, why would your father not have learned from his father? JOE ADDANTE: It just wasn't done. It wasn't done in terms of you wouldn't be recognized as a true craftsman if you learned from your father. Although my father did teach his brothers, but that's the way it was done, and it cost money. He had to pay for it, and it was sort of a tuition, if you will. And that was done mainly for shoemakers, tailors, cabinetmakers, bearing in mind in those days you could not go out and buy finished furniture that easily, or even caskets for the dead. You know, these people had the cabinetmakers. My mother would tell me that they would have coffins half finished and they would just finish them for the day of the funeral. SPEAKER 1: Okay. JOE ADDANTE: Shoes had to be made, my father would actually go out to these large estates where they had tenant farmers and that sort of thing and they would make shoes for everybody there. They would stay probably a week. They would make 10 or 15 pairs of shoes and repair their saddles and all leatherwork. It was a whole kind of activity. And they would do that for 50 or 60 10 miles around. Very interesting kind of… they would go, they'd pack their tools, pack a mule, go off and get this work done and come back. SPEAKER 1: Did they work on the leather itself? JOE ADDANTE: Oh yes. They didn't tan it; they bought tanned leather. But then they would start from scratch. They made their own patterns, their own lasts, they did their own measurements. It was incredible. My father could look at a foot and with a piece of tape he would make a last to make a shoe. But that's the way they were trained, you know. SPEAKER 1: Now, did he continue doing that when he came here? Did it change much? JOE ADDANTE: When he came here the polio was a very prevalent problem, and he made a lot of shoes for polio victims, or he modified a lot of shoes. Then he got into the actual shoe repairing. In fact I, much of that influence rubbed off of me and I got interested in being a podiatrist because of that. I could see him put lifts on shoes. I remember I made my first pair of shoes with my dad when I was about nine or 10 years old, helping him out and learning how to do it. I sort of grew up with it. And my uncles worked with him and then we had three shoe repair shops going at one time. My dad also wholesaled leather and heels, and nails, and stitching material for the shoes. He became a finder. So he covered the whole gamut of the shoe thing. SPEAKER 1: Just so we can record this, tell me what the process was that you remember. For example, when someone wanted a pair of shoes they would come and see your father or his brothers and…? JOE ADDANTE: The first thing they would do is have them stand up on a piece of paper and they would outline the foot. And then – and my dad did this without half the education I had in terms of this. But he says, "You know, when you put the weight on the foot that is the real size." And he would measure this out. Then he would measure the girth of the foot, just like the waist of a11 body, around the foot. Then he'd also measure around the ankle and he got these measurements. Then if he had a ready-made last, he could use that. If he didn't he'd have to make one or modify one, because he had certain basic ones that had been pre-made, because manufactured lasts began to come out. They were made in [Lynn], Mass. In fact [Lynn] was apparently the foundation of the shoe trade in the United States. Then he would modify that. Then he would proceed to make a pattern of the leather and the lining. Now this was done in our living room, if you called it that. My father had this sewing machine, and this is where we could cut the patterns out and then assemble the upper of the shoe, and then he'd put it on the last. Now, putting that on the last, you cut off an insole that you put on the bottom of the last which would be the sole, the bottom of the foot. Then the leather was drawn over that. Then it was stitched and a welt was put on, called a Goodyear welt because that was an American process. And it was stitched by hand, and then to that was fastened the sole. And that was the intriguing part, because when you had a polio victim one foot usually was, or one leg would be shorter than the other, or sometimes you had to put a weight because as a shriveled-up limb, as a result of the polio, would not grow unless it was pulled on. So by adding weight to the shoe, as the youngsters would try to run it would pull on that leg and encourage a little extra growth. And I remember weighing those things and they were half a pound, or a pound or three pounds, whatever it was, to try to bring that leg to its fullest capacity, even though it had been affected by the polio.12 So there were a lot of interesting little details involved, but that is basically it. And then though we put the eyelets on, there was a machine that put the eyelets and laces and sometimes we had to cut laces and cut a special tip on, because on some of these patients they had a higher type of shoe: sort of a semi-boot like a trucker boot effect to hold it on a shriveled limb. SPEAKER 1: Were there different styles that people could choose from? JOE ADDANTE: Not as it is today. Far from it. Far from it. In fact, I remember the transitional period when shoes went from being nailed to being stitched. Because they would use little tacks, the old tacking shoemaker. When the machines came in, I think my dad was one of the first ones to have an electric stitching machine in New England. And other people who did shoes in the area would bring them to him. They'd do everything else but stitch them, and he would stitch them on the machine and he got a fee for stitching these shoes for them. SPEAKER 1: Where did he buy that machine? JOE ADDANTE: He couldn't buy it. SPEAKER 1: Oh, he had to… JOE ADDANTE: He couldn't buy it. He had to get it from the Goodyear stitching company and there was a royalty, there was actually a stitch meter. And you paid by the stitch. They would come and read the meter. And in fact his company, the Goodyear stitching company, not the rubber company, they actually were sued after World War II. It went that long before people were allowed to buy them because it was considered a monopoly and they were cracked. But the insidious part of it all, which was very unfair, following World War I they started making these machines. They were on royalty in this country, but they were being sold overseas, so that the overseas shoemakers began to compete with ours in a very unfair way, because the foreign laws did not protect the copyright, the patent laws that we have here. That was an interesting… SPEAKER 1: Must be. So how was it that your father was given this? 13 JOE ADDANTE: Well, he read about it and decided he needed one. He was sort of an avant-garde kind of person anyway. He got it. He had to pay for it. He couldn't own it outright. You had to buy it but then you have to pay the royalty on it, so it was a two-way hook-up, you know [laughter]. SPEAKER 1: So was he…did he follow…did he do each step of the shoe or did he do some of it and then handed it over to his brothers, or…? JOE ADDANTE: Well, they all did. They worked together. SPEAKER 1: They worked together? JOE ADDANTE: They worked independently, and they worked together. And sometimes it would be like a little mass production line on a small scale. One would do one and one would do the other, depending what they were doing that day. And of course to run these machines, you had to heat them up. They were gas fired because rosin was in there and rosin had to be… you had to melt the rosin till it was soft, because when the thread went through there to give it strength, it was dipped in and out of the rosin. So they didn't run that stitcher every day. They would run it like three times a week. So the other days would be in preparation for that. Much like the old tailors did when they had the steam presses. They would get all their work done, and they would press on Tuesdays and Thursdays, or Monday, Wednesday, and Friday. I used to see that in the neighboring tailor's shop. That was an interesting experience, too./AT/ca/sg
The corporate scorecard is designed to provide a snapshot of the Bank's overall performance, including its business modernization, in the context of development results. It facilitates strategic dialogue between management and the Board on progress made and areas that need attention. With the results measurement system, which was adopted for the 13th replenishment of the International Development Association (IDA13) in 2002, the Bank became the first multilateral development institution to use a framework with quantitative indicators to monitor results and performance. The corporate scorecard expands this approach to the entire World Bank covering both the International Bank for Reconstruction and Development (IBRD) and IDA. The corporate scorecard uses an integrated results and performance framework, which is organized in a four-tier structure that groups indicators along the results chain. Tier one is development context. Tier two is development results supported by the Bank. Whether the Bank is managing its operations and services effectively is shown in tier three. Tier four focuses on whether the Bank is managing skills, capacity, resources, and processes efficiently; and is business modernization on track?
With declining fertility and rising life expectancy, the Vietnamese population is expected to age rapidly, making the development of a modern social security system a pressing priority for Vietnam. The current system faces a number of major challenges, including low coverage rates in both the formal and informal sectors, inequities between different participant groups, lack of financial sustainability, and weak capacity for management and implementation of social insurance programs. Reforms are needed urgently to expand coverage, promote fairness, improve financial sustainability, and modernize the social security administration in order to help ensure income security for Vietnam's aging population in the coming decades. This note aims to contribute to the policy discussions around possible revisions to the social insurance code foreseen for 2013 by reviewing some of these challenges and possible reform options.
n/a ; Timeline of key events: March 2011: Anti-government protests broke out in Deraa governorate calling for political reforms, end of emergency laws and more freedoms. After government crackdown on protestors, demonstrations were nationwide demanding the ouster of Bashar Al-Assad and his government. July 2011: Dr. Nabil Elaraby, Secretary General of the League of Arab States (LAS), paid his first visit to Syria, after his assumption of duties, and demanded the regime to end violence, and release detainees. August 2011: LAS Ministerial Council requested its Secretary General to present President Assad with a 13-point Arab initiative (attached) to resolve the crisis. It included cessation of violence, release of political detainees, genuine political reforms, pluralistic presidential elections, national political dialogue with all opposition factions, and the formation of a transitional national unity government, which all needed to be implemented within a fixed time frame and a team to monitor the above. - The Free Syrian Army (FSA) was formed of army defectors, led by Col. Riad al-Asaad, and backed by Arab and western powers militarily. September 2011: In light of the 13-Point Arab Initiative, LAS Secretary General's and an Arab Ministerial group visited Damascus to meet President Assad, they were assured that a series of conciliatory measures were to be taken by the Syrian government that focused on national dialogue. October 2011: An Arab Ministerial Committee on Syria was set up, including Algeria, Egypt, Oman, Sudan and LAS Secretary General, mandated to liaise with Syrian government to halt violence and commence dialogue under the auspices of the Arab League with the Syrian opposition on the implementation of political reforms that would meet the aspirations of the people. - On October 26, the Ministerial Committee held discussions in Damascus with President Assad. - The establishment of the Syrian National Council (SNC) in Istanbul, the first opposition coalition of different groups, but failed to gain international recognition because of deep divisions. November 2011: Syrian government agreed to implement a new Arab Action Plan (attached) endorsed by LAS Ministerial Council to end all acts of violence, release detainees, withdraw Syrian military and armed forces from cities, and ensure freedom of movement for journalists and observers throughout the country. -LAS Ministerial Council suspended the membership of Syria (November 16), and imposed economic sanctions (November 27) and some member states withdrew their ambassadors from Damascus, as it failed to comply with the Action Plan. December 2011: Negotiations with Damascus were resumed and an agreement is finally reached on the implementation of the Action Plan. LAS Observer Mission was deployed in Syria to monitor the implementation of the plan (December 24). - The Mission later submitted a report (attached) covering the period from 24 December 2011 to 18 January 2012 in accordance with the mandate conferred by the protocol concluded between the Syrian government and LAS. The report was divisive among the members of the Arab League, as it blamed both the regime and the opposition for the violence. January 2012: LAS Ministerial Council adopted resolution 7444 (attached) which called on the Syrian President to immediately hand over power to his deputy in order to begin the process of a political transition, which would include negotiations with the opposition, the formation of a national unity government, and the holding of elections. The resolution also, requested the Chair of the Arab Ministerial Committee and the Secretary General to brief the United Nations Security Council on the developments and get it to endorse the plan. - On January 22, Saudi Arabia withdrew its monitors, followed by the other GCC members on January 24. - On January 28, the Secretary-General of LAS announced the suspension of the activities of the observer mission, given the serious deterioration of the security situation. - On January 31, Sheikh Hamad bin Jassim bin Jabr Al-Thani, Prime Minister and Minister for Foreign Affairs of the State of Qatar, Chair of the Arab Ministerial Committee and Dr. Nabil Elaraby, Secretary General of the League of Arab States briefed the Security Council (attached) on Arab efforts and called on the council to adopt a draft resolution submitted by Morocco, supporting Arab League resolution 7444 (which called on the Syrian President to hand over power to his deputy) February 2012: - On February 4, Russia and China vetoed a draft Security Council resolution (attached), tabled by Morocco (the Arab member of the Security Council) and others. - On February 12, the Arab League adopted its resolution 7446 (attached), practically "transferring the file" to the United Nations Security Council. - On February 16, the issue was taken to the General Assembly, which adopted its Resolution 66/253, calling-among other things- for the appointment of a Special Envoy. - On February 23, former United Nations Secretary-General Kofi Annan was appointed as the Joint Special Envoy (JSE) of the United Nations and the League of Arab States on the Syrian crisis, to facilitate a peaceful Syrian-led and inclusive political solution. - On February 24, and upon the initiative of President Sarkozy of France, the first meeting of the Group of Friends of the Syrian People was held in Tunis, with the participation of more than 60 countries and representatives from the United Nations, the League of Arab States, the European Union, the Organization of Islamic Cooperation, the Arab Maghreb Union and the Cooperation Council for the Arab Gulf States to discuss the worsening situation in Syria. The group noted the Arab League's request to the United Nations Security Council to issue a resolution to form a joint Arab-UN peacekeeping force following a cessation of violence by the regime, and called on LAS to convene a meeting of all disparate opposition groups to agree on a clear statement of shared principles for a transition in Syria. The meeting recognized the SNC as a legitimate representative of Syrians seeking peaceful democratic change. Text of the Conclusions of the Meeting. March 2012: The SNC formed a military council to organize and unify all armed resistance. - The JSE, Kofi Anan, submitted a six-point peace plan to the UN Security Council (which the council adopted in April in its resolution 2042), that called for commitment to a Syrian-led political process, achieve an effective United Nations supervised cessation of armed violence in all its forms by all parties, ensure provision of humanitarian assistance, intensify the release of arbitrarily detained persons, ensure freedom of movement for journalists and respect the freedom of demonstrating peacefully. It was later approved by the Syrian government, and the opposition remained skeptical. April 2012: United Nations Supervision Mission in Syria (UNSMIS) was established by United Nations Security Council resolution 2043 (attached) initially for a 90-day period, to monitor a cessation of armed violence in all its forms by all parties and to monitor and support the full implementation of the Joint Special Envoy's six-point plan on ending the conflict in Syria. June 2012: The Action Group for Syria, with the participation of the Secretary Generals of the United Nations and the League of Arab States, the Foreign Ministers of China, France, Russia, United Kingdom, United States, Turkey, Iraq, Kuwait, Qatar and the European Union High Representative for Foreign and Security Policy, chaired by the JSE, met in Geneva and adopted the Geneva Final Communique (attached) which called for the establishment of a transitional governing body, with full executive powers, as part of the agreed principles and guidelines for a Syrian-led political transition. July 2012: The Syrian Opposition meeting was held under the auspices of LAS in Cairo, and reached an agreement on a national compact and a detailed transition plan. The two documents complemented the guidelines and principles laid out by the Action Group in Geneva. August 2012: UNSMIS mandate came to an end owing to an intensification of armed violence and use of heavy weapons. - Prime Minister Riad Hijab defected, and US President Obama's first direct threat of force against Syria, if Assad's regime deploys or uses chemical or biological weapons, calling such action a "red line" for the US. - Joint Special Envoy, Kofi Annan announced his resignation because of the Security Council failure to reach binding resolutions; Lakhdar Brahimi succeeded Annan as the Joint Special Representative of the United Nations and the League of Arab states for Syria (JSR). September 2012: Egypt hosted the high level preparatory meeting of the regional Quartet on Syria on September 10, which included Turkey and Saudi Arabia key backers of the Syrian Revolution, and Iran the major supporter of al-Assad regime, in an initiative to bring together regional powers to voice their positions on how to end the Syrian conflict. - On September 17, the Quartet's ministerial meeting took place in Cairo; Saudi Arabia opted out while Iran proposed a peace plan which called on all parties to cease violence and stop all financial and military support to the opposition, and suggested the deployment of observers from the quartet's nations to Syria. The participants failed to reach an agreement. October 2012: a four-day ceasefire attempt was announced towards late October, in respect to Eid al-Adha Holiday, which was breached on the first day in Homs, Aleppo and Damascus. November 2012: National Coalition for Syrian Revolutionary and Opposition Forces (SOC) was formed in Qatar, responding to repeated calls from their Western and Arab supporters to create a cohesive and representative leadership, it excluded Islamist militias. December 2012: US, Britain, France, Turkey and Gulf states formally recognized SOC as "legitimate representative" of the Syrian people. January 2013: the Emir of Kuwait hosted the first pledging conference on Syria, international donors pledged more than $1.5bn to help civilians affected by the conflict in Syria. March 2013: LAS Ministerial Council adopted resolution 7595 (attached) to recognize SOC as the "sole legitimate representative" of the Syrian people and called on the SOC to establish an executive body to take up Syria's seat. April 2013: Abu Bakr al-Baghdadi, leader of the Islamic State, released a recorded audio message announcing Jabhat al-Nusra as an extension of al-Qaeda in Iraq and Syria. The leader of al-Nusra, Abu Mohammad al-Joulani, refused the merger. Divisions among the jihadists emerged. - Hezbollah's involvement deepened when it led the ground assault on Al-Qusayr, a Sunni town in Homs province by the Lebanese border. August 2013: The Assad regime was accused of using chemical weapons in Eastern Ghouta to kill hundreds of civilians. The government denied using chemical weapons. President Obama sought congressional authorization for the use of force. September 2013: UN Security Council unanimously adopted resolution 2118 (attached) requiring the Syrian regime to dismantle its chemical weapons arsenal by mid-2014, and avoid military strikes. December 2013: US and Britain suspended "non-lethal" support for rebels in northern Syria after reports Islamist rebels seized some bases of Western-backed Free Syrian Army. January 2014: the Geneva II Conference on Syria was held in Montreux on January 22, and attended by 37 states, 4 organizations and both Syrian parties. Iran was invited by SG Ban Ki- Moon on January 19, the Opposition declared its refusal to attend if Iran was not excluded, the US viewed Iran's invitation "as conditioned on Iran's explicit and public support for the full implementation of the Geneva Communique"; Iran refused any preconditions to the talks, and refused to endorse the Geneva Communique specially the transitional governing body. February 2014: two rounds of negotiations to discuss: 1- ending violence and 2-combating terrorism, 3-transitional governing body, national institutions, and 4- national reconciliation and national debate. The Syrian government refused to discuss a transitional government and insisted on discussing combating terrorism. The talks came to a halt. May 2014: JSR Brahimi announced his resignation because of the lack of progress and failure to agree on an agenda. - Iran proposed a political settlement of four points; a comprehensive cease-fire at national level, forming a national unity government consisting of the regime and the internal Syrian opposition, by transferring presidential powers to the government whereby the government will enjoy wide-ranging powers in years to come, and preparation for presidential and parliamentary elections. - Syrian rebels withdrew from the Old City of Homs, under an Iranian brokered deal and facilitated by the UN, after three years of Syrian government bombardment and siege. June 2014: President Assad held presidential elections, he was re-elected for another seven-year term allegedly winning 88.7% of the votes. July 2014: UN Secretary-General announced the appointment of Staffan de Mistura as his Special Envoy for Syria (SE)- NOT as a joint envoy with LAS. August 2014: US-led coalition began its airstrikes against the Islamic State in Iraq and expanded its strikes to Syria the following month, focusing on the city of Raqqa. September 2014: SE held his first round of consultations with concerned capitals, since taking up his office, it included his a visit to Damascus where he met with President Assad, senior officials and the tolerated internal Syrian opposition. October 2014: SE focused on establishing a series of local ceasefires, "freeze zones", starting with Aleppo, which aimed at the de-escalation of violence and allowance of the return of normalcy to it. February 2015: SE briefed the Security Council members on the 17th, announcing Syria's willingness to halt all aerial bombardment over Aleppo for a period of six weeks. It was not clear when would the freeze go into effect, reporting that a date would be announced from Damascus. June 2015: Egypt hosted the second Syrian Opposition meeting in Cairo, which excluded the National Coalition and announced a new road map to resolve the crisis which did not abolish Assad's government. July 2015: SE announced that his office would facilitate intra-Syrian working groups to generate a "Syrian-owned framework document" on the implementation of the Geneva Communiqué. Main themes of the groups were Safety and Protection for All, Political and Constitutional Issues, Military and Security Issues, and Public Institutions, Reconstruction and Development. September 2015: Russia conducted its first airstrikes against IS in Syria. The US and the Syrian Opposition claim it is targeting rebel-held areas instead. October 2015: First meeting of International Syria Support Group (ISSG) took place in Vienna, it included China, Egypt, the EU, France, Germany, Iran, Iraq, Italy, Jordan, Lebanon, Oman, Qatar, Russia, Saudi Arabia, Turkey, United Arab Emirates, the United Kingdom, the United Nations, and the United States. They agreed on a nine-point plan, but still had substantial divisions on the future of Assad. It was the first time Iran and Saudi Arabia were brought to the same table. November 2015: Second meeting of the ISSG was held in Vienna adding LAS to its members. They set a time frame to prepare for a parallel ceasefire and political process by January 2016 that would lead to credible, inclusive and non-sectarian governance within six months, followed by the drafting of a constitution and elections within 18 months. Jordan was tasked to develop a list of groups and individuals identified as terrorists, and Saudi Arabia to hold a meeting to unify the Syrian opposition and prep for the talks with the government. December 2015: - Syrian political and armed opposition factions met in Riyadh, to agree on a common position to negotiate with Syrian government, and resulted in the formation of the High Negotiating Committee (HNC). The main Kurdish group was excluded, while Islamist hardliners such as Jaysh Al-Islam and Ahrar Al-Sham were present. - The Secretary General of the Organization of Islamic Cooperation (OIC) joined the follow-up meeting of the ISSG in New York, Saudi Arabia and Jordan briefed the group on their tasks. There was no agreement on the list of identified terrorists, especially with Russia's insistence on adding Ahrar Al-Sham to the list, which is considered pivotal to the unified Opposition bloc. - UN Security Council unanimously adopted resolution 2254 (attached) which reaffirmed the road map set out by the ISSG and urged the Support Group to apply pressure on the Syrian parties to put an immediate end to the indiscriminate use of weapons against civilians, and allow unimpeded access to humanitarian aid convoys. January 2016: the SE sent out invitations to the Syrian participants, in accordance with the parameters outlined in Security Council resolution 2254, to start on the 25th with proximity talks and had expected to last for six months. The HNC requested assurances of goodwill from the government as precondition to beginning of talks, such as release of prisoners or lifting of sieges. February 2016: Talks were delayed and lasted two days before they were suspended for three weeks. - The ISSG met on the margins of the Munich Security Conference and decided that humanitarian access will commence same week of meeting to besieged areas, and an ISSG task force would elaborate within one week modalities for a nationwide cessation of hostilities. - The US and Russia announced the adoption of the terms for a cessation of hostilities in Syria, and proposed that the cessation of hostilities commence at 00:00 (Damascus time) on February 27, 2016. The cessation of hostilities does not apply to "Daesh", "Jabhat al-Nusra", or other terrorist organizations designated by the UN Security Council. - The Security Council endorsed the announcement in its resolution 2268 (attached). March 2016: SE announced March 9 set as target date of resumption of talks in Geneva. On March 14, SE resumed the intra-Syrian proximity talks in Geneva, which mainly discussed procedural matters to reach a shared list of principles and relied on Security Council resolution 2254 as its agenda. - SE briefed the Security Council on the cessation of hostilities which lowered overall levels of violence and more than 238,000 people had been reached with humanitarian aid. - On the same day, President Putin announced the withdrawal of most Russian forces from Syria, after it had largely fulfilled their objectives in Syria, and SE stated that it would have a positive impact on the negotiations. - On March 17, the PYD announced the establishment of a federal system in Kobane, Afrin and Cizire cantons in northern Syria, and its Constituent Assembly of the Democratic Federation of Northern Syria-Rojava (DFNS) announced its final declaration. Both the Syrian government and other opposition affiliates denounced the plan, as well as the United States. - On March 24, the SE ended the first round by submitting a paper on the commonalities between the Syrian sides regarding the future of Syria and would help structure the next round that would address political transition. - Syrian government forces retook Palmyra from the Islamic State, with Russian air assistance. April 2016: The SE paid visits to Amman, Beirut, Damascus and Tehran ahead of the new round of talks. - The third round of proximity talks were set to start on April 13, which coincided with the parliamentary elections in the government-controlled areas in Syria. The SE met with the High Negotiations Committee delegation (Syrian Opposition) in Geneva and was expected to meet with the Syrian Government delegation within the following days. - During the 13-27 April round of negotiations, the SE developed a Mediator's Summary that identified eighteen points necessary to move forward on political transition arrangements. - on April 28, airstrikes in Aleppo on al-Quds hospital supported by both Doctors Without Borders and the International Committee of the Red Cross, which killed dozens of civilians and medical personnel. May 2016: The Security Council adopted unanimously resolution 2286 (attached) which called for the protection of civilians and medical facilities during armed conflict. - On May 4, the US-Russia brokered a 48-hour ceasefire in which helped reduce the violence, and was later extended for another 72 hours. - On May 9, France held a ministerial Friends of Syria meeting in "Paris Format", attended by the United States, Germany, the United Kingdom, Italy, the European Union, the United Arab Emirates, Saudi Arabia, Qatar, Turkey and Jordan, and issued a statement that called on the resumption of negotiations, unimpeded access of humanitarian assistance and the implementation of international law obligations to the protection of civilians. - Later on the same day, the United States and Russia issued a joint statement on Syria to reconfirm their commitment to intensify their efforts to implement a nationwide ceasefire and promote humanitarian assistance in accordance to security council resolution 2254. - On May 17, the fourth meeting of the ISSG took place in Vienna and reaffirmed its determination to strengthen the cessation of hostilities, to ensure full and sustained humanitarian access in Syria, and to ensure progress toward a peaceful political transition. Australia, Canada, Japan, the Netherlands and Spain joined the group. June 2016: The SE announced that the time is not yet right for a resumption of the intra-Syrian talks because of the escalation of violence in Aleppo, Idlib, Latakia and other rural areas around Damascus, but the intention is to begin an official third round as soon as possible. - Riad Hijab, the Coordinator of the Opposition High Negotiations Committee, proposed a nationwide truce throughout the month of Ramadan. - On June 16, Jan Egeland Advisor to the Special Envoy for Syria announced that 16 of the 18 besieged areas have been reached since the humanitarian taskforce started in late February. - On June 21, the SE briefed the United Nations General Assembly on the situation in Syria regarding the cessation of hostilities and humanitarian assistance access, as for the resumption of talks, it is yet to be decided and the OSE currently holds technical meetings with the parties on core issues. July 2016: - On July 6, the Syrian army declared a three-day nationwide "regime of calm" in respect to Eid al-Fitr holidays nonetheless pro-regime forces continued to engage in clashes and airstrikes across the country, particularly near the flashpoints of Damascus and Aleppo City. - On July 14, U.S. Secretary of State John Kerry met with Russian President Vladimir Putin in Moscow to discuss a proposal for bilateral military cooperation in the Syria; The proposal calls for the establishment of a 'Joint Implementation Group' (attached) based in Amman, Jordan to "support deliberate targeting" of Syrian Al-Qaeda affiliate Jabhat al-Nusra and "maximize independent but synchronized efforts" against ISIS in Syria, according to a draft memorandum leaked by the Washington Post. - On July 25, Stephen O'brien, the Under Secretary-General for Humanitarian Affairs and Emergency Relief Coordinator, briefed the security council (attached) on the deteriorating humanitarian situation in Aleppo due to the escalation of violence over the Castello Road, the last access route in and out of eastern Aleppo, and the continuous attacks on medical facilities. O'brien called on the security council not to allow turning Aleppo into another besieged area where 250,000 to 275,000 people reside, and called to establish a weekly, 48-hour humanitarian pause to enable humanitarian aid deliveries across borders. - On July 28, the Russian Minister of Defense Sergei Shoigu announced, right after the Syrian government announced it has cut off the Castello Road and encircled the city of Aleppo, setting up three humanitarian corridors in Aleppo City to allow in food and medical aid, and help people flee the besieged city; the fourth corridor would be established in northern Aleppo near the Castello Road to allow the withdrawal of armed insurgents, and appealed to the Syrian government to provide guarantees to the amnesty provided to rebels to lay down their weapons. - On the same day, Abu Mohammed al-Julani, Jabhat al-Nusra's Leader announced split from al- Qaeda and mentioned that its new name would be Jabhet Fateh al-Sham, in order to get the group off the terrorist list and "to remove the excuse used by the international community – spearheaded by America and Russia – to bombard and displace Muslims in the Levant: that they are targeting al-Nusra Front, which is associated with al-Qaida". - On July 29, the SE commented on the Russian initiative in a press stakeout, that it should take into consideration a few improvements such as putting the 48-hour humanitarian pause into place on a sustainable basis irrespective of the humanitarian corridors; and suggested "to actually leave the delivery of aid through corridors to the UN and its partners"; and stressed that civilians should leave voluntarily, and given the option of leaving to areas of their own choice. August 2016: - On August 1, a Russian helicopter was downed near Saraqeb, in rebel-held Idlib province, on its way back to Russia's main air base in Hmyeim in the western province of Latakia, killing the five Russian military personnel on board. The downing of the helicopter marked the single deadliest event for Russia since its air campaign began in Syria on September 29, 2015. No group claimed the shooting down of the helicopter. - Since then, Russian warplanes conducted retaliatory airstrikes against several small opposition-held areas in the vicinity of Saraqeb. Syrian rebels accuse Russia of using incendiary munitions while conducting airstrikes against Idlib City on August 7, suggesting that Russia intended to achieve punitive and deterrent effects against opposition forces in the province. - In the early weeks of August, rebel forces launched a major assault, known as the "battle for Aleppo", on government-held southwestern towns of Aleppo City, to break the siege, and control supply lines in the south connected to eastern Aleppo. They claimed breaking the siege and capturing Ramouseh Artillery Academy, parts of the cement plant and Khan Touman-Ramouseh road. Intense fighting between warring parties continues to claim control over previously lost vicinities. - On August 9, Russian President Vladimir Putin met with Turkish President Recep Tayip Erdogan in St. Petersburg, after the Turkish President officially apologized for the downing of a Russian military aircraft on June 27, 2016, and announced during a press conference that they discussed lifting of Russia's ban on imports of Turkish products, resumption of charter flights, the Turkish Stream project, Syrian settlement, and anti-terrorism efforts. - On August 10, Lieutenant-General Sergei Rudskoi, a senior Russian Defence Ministry official, announced a daily three-hour ceasefires in Aleppo, starting August 11, to allow humanitarian convoys enter the city safely, and would run from 10 a.m. to 1 p.m. local time. - On August 16, the Russian Ministry of Defense announced that Russian aircrafts took off from Iranian airbase Hamedan to carry out airstrikes on ISIS and Jabhat al-Nusra-held facilities in the provinces of Aleppo, Idlib and Deir ez-Zour. - On August 18, the SE adjourned the HTF meeting as humanitarian convoys could not reach any of the besieged towns during the month, and called for at least a 48 hour humanitarian pause in Aleppo to deliver UN humanitarian assistance, through the Castello Road, to all parts of Aleppo City. - Also, on August 18, the Syrian government forces, unprecedentedly, launched strikes against Kurdish forces in Hasakeh in Northern Syria, after pro-government National Defense Forces (NDF) were engaged in clashes with the military wing of the Kurdish Workers Party, known as Asayish. The Syrian government claimed that "Asayish had escalated their acts of provocation attacking state establishments, stealing oil and cotton, disrupting examinations, carrying out abductions, and causing a state of chaos and instability, in addition to targeting positions of the Syrian Arab Army which required a suitable response by the Army as it targeted the sources of artillery fire and the gatherings of armed elements responsible for these criminal actions." - On August 19th, while the Kurdish fighters pushed back government forces and their allies, the Pentagon threatened to shoot down Syrian government aircrafts as they pose a threat to the US Special Forces deployed in the Kurdish People's Protection Units (YPG) area. - On August 21, it was announced that a truce agreement had been reached between YPG and NDF, through Russian mediation, to start on August 21, 2016 at 17:00, which involved evacuating the wounded and transporting them to hospitals in Qamishli, and restore the situation to how it was prior to the clashes and hold talks on August 22 to resolve the remaining unresolved issues. - On August 22, most likely the ceasefires agreement failed as fighting escalated. - On August 24, Turkey and the International Coalition Air Forces launched "Operation Euphrates Shield" offenses to support the Free Syrian Army aligned with U.S.-backed Syrian Democratic Forces SDF against IS militants in Jarablus, in northern Syria. - On August 26, U.S. Secretary of State John Kerry and Russian Foreign Minister Sergei Lavrov, addressing a joint press conference after their meeting in Geneva, announced that they failed to reach a breakthrough deal on military cooperation and a nationwide cessation of hostilities in Syria, saying they still have issues to resolve before an agreement could be announced. - On August 27, Kurdish militias targeted Diyarbakir airport in southeast Turkey, near the borders with Syria. Turkey retaliated by warplanes and artillery on targets held by Kurdish-backed forces the following day, despite US pentagon's criticism of the fighting. September 2016: - On September 4, Turkish Prime Minister Binali Yildrim announced that Turkish military forces and Ankara-backed Free Syrian Army (FSA) had successfully purged the border region, from Azaz to Jarablus, from "terrorist organizations." - On September 9, the US and Russia reached a deal which called for a nationwide ceasefire in Syria, and unimpeded humanitarian access to all besieged areas starting on September 12th. If sustained for seven continuous days, the U.S. and Russia would establish a Joint Implementation Center (JIC) in order to share intelligence and coordinate airstrikes against both ISIS and Jabhat Fateh al-Sham (formerly Jabhat al-Nusra). - On September 21, the cessation of hostilities deal was implemented with regular violations, while the Syrian government continued to block humanitarian access to opposition-held districts of Eastern Aleppo City despite the agreement. - On September 17, the US-led coalition accidentally launched an air strike on Syrian government forces in Deir ez-Zour. - On September 19, a UN humanitarian convoy was shelled near Urum al-Kubra near Aleppo, killing 20 humanitarian aid workers and drivers, and destroying 18 out of 31 trucks. The US blamed Russia and the Syrian government for the attack; the latter declared unilaterally the end of the ceasefire agreement. - On September 20, the UN temporarily suspended its humanitarian aid to Syria after the attack, while international powers failed to reach a consensus to restore the ceasefire during an acrimonious UN Security Council Meeting on September 21st as well as two separate meetings of the International Syria Support Group on September 20 and September 22. - On September 22, the Syrian government announced a new military offensive in the rebel-held eastern Aleppo, and further escalation in a bombing campaign by Russian and Syrian airstrikes that had already intensified the day before. - On September 25, the Security Council Meeting discussed the recent escalation of violence in Aleppo after the Syrian government announced its intention to retake all of Aleppo City, and the SE called on the Security Council to "to press for a cessation of violence, and for the protection of civilians, and the civilian infrastructure; secondly to press for weekly 48-hour pauses in the fighting to ensure that the United Nations and its partners can reach eastern Aleppo, without preconditions from either the Government or the Opposition; and thirdly to press for medical evacuations of urgent cases." - On September 27, the Syrian government launched a large scale ground offensive in eastern Aleppo, and state media announced that it recaptured the central district of Al-Farafirah northwest of the Aleppo Citadel. - On September 29, the YPG set conditions to participate in operations to seize IS-held Raqqa City: the US provides arms to the YPG, recognizes its autonomy of the Federation of Northern Syria, and ensures that the Syrian Kurds are officially invited to participate in peace talks. October 2016: - On October 1, continuous airstrikes in eastern Aleppo damaged a major hospital codenamed M10, which was partially closed because of the raids. - On October 2, Stephen O'brien, the Under Secretary-General for Humanitarian Affairs and Emergency Relief Coordinator, urged warring parties and their supporters to bring about a cessation of all hostilities, a medical evacuation system for eastern Aleppo, and regular unimpeded humanitarian access to eastern Aleppo, and he reiterated his plea to the Security Council for a 48-hours weekly humanitarian pause in fighting, at the very least. - In an official statement, the Syrian Army offered amnesty to fighters and their families to leave Aleppo under guarantee of safe passage to other rebel-held areas, after the Syrian regime forces recaptured strategic areas on the northern outskirts of the city. - On October 3, the EU announced an emergency humanitarian initiative for Aleppo, in cooperation with the United Nations and civil society organizations, in order to facilitate the urgent delivery of basic life-saving assistance to civilians in eastern Aleppo, and ensure medical evacuations with focus on women, children and the elderly. The EU has mobilized 25 million euros to support its humanitarian partners' response to cover medical, water and sanitation, and food assistance in Aleppo. The HNC issued a statement welcoming the European initiative to protect civilians in Aleppo. - The Security Council began negotiations over a draft resolution, circulated by France and Spain, which demanded all parties to the Syrian conflict "implement and ensure full implementation of cessation of hostilities, including an end to all aerial bombardments", and called on the US and Russia to "undertake joint efforts to stabilize the situation in Syria, with special measures for the Aleppo region", as well as the UN Secretary-General to propose options for a UN-supervised monitoring mechanism of the ceasefire and to "take further measures" in case of non-compliance of any party, without invoking chapter 7 of the UN Charter. The French Foreign Minister Jean-Marc Ayrault headed to Moscow and Washington to push for a vote on the draft resolution. - The United States suspended talks with Russia on trying to end the violence in Syria and accused Moscow of not complying with its commitments under the ceasefire agreement and would withdraw all personnel that were dispatched to prepare for military cooperation with Russia. - On October 4, Prince Zeid Ra'ad, the UN High Commissioner for Human Rights, warned over the use of incendiary weapons in Syria, and demanded bold initiatives such as limiting the use of the veto by the permanent members of the Security Council to refer the situation in Syria to the International Criminal Court (ICC). Russia rejected Zeid's call. - The Russian Defense Ministry declared its deployment of S-300 missile system to its Tartus naval base in Syria. - On October 6, the SE offered in a press conference to escort up to 1000 al-Nusra fighters to bring an end to the bombardment by Russian and Syrian forces to Idlib or anywhere else of their choice. While the Russian Defense Ministry announced it would shoot down US-led coalition jets if the US launches airstrikes against pro-government forces in Syria, after American officials had discussed using limited airstrikes to force government forces to halt its raids on Aleppo. - On October 7, Russia called for a Security Council emergency meeting to hear the SE's briefing (attached) on the situation in Aleppo, while the Russian Parliament ratified Moscow's deal with Syria on its "indefinite" deployment of forces. - On October 8, the Security Council held a meeting on Aleppo, and voted on the Russian-drafted resolution calling for the revival of the ceasefire deal, without mention of ending military fights in the city, and on the French-drafted resolution. The French draft received eleven votes in favor, China and Angola abstained, while Russia and Venezuela voted against. The Russian text only received four votes in favor of China, Egypt and Venezuela, Angola and Uruguay abstained, while the remaining nine council members voted against. - On October 9, France announced its intention to call the ICC for war crimes investigation in Syria, and shall contact the ICC Prosecutor on how to launch these investigations, putting into consideration that the only way is through the Security Council referral, which had been vetoed before by Russia in May 2014. - On October 13, the Deputy Special Envoy for Syria Ramzy Ezzeldin Ramzy confirmed the Syrian Government's approval of the October aid plan and for convoys to reach 25 of 29 besieged and hard-to-reach areas across Syria, but not to eastern Aleppo and three parts of the rural Damascus province. - On October 15, US Secretary of State John Kerry hosted a meeting on Syria in Lausanne, with the participation of Russian Foreign Minister Sergei Lavrov and seven foreign ministers from the region, from Iran, Iraq, Saudi Arabia, Turkey, Qatar, Jordan and Egypt, with the presence of the SE. The meeting failed to reach a joint statement on how to end the bombardment of Aleppo or on the aid delivery to the besieged towns. - On October 16, the UK's Foreign Secretary Boris Johnson held a meeting with his US, French and German counterparts and "like-minded" Gulf Arab states on the Syrian conflict in London. The UK and the US announced their consideration of imposing more sanctions against Russia and the Syrian Government to halt their ongoing raids on Aleppo. - On October 17, the European Council condemned the Syrian regime and Russia for their deliberate and indiscriminate bombardment of civilians and infrastructure in Eastern Aleppo, and called for a monitored cessation of hostilities, lift of sieges, and a nationwide sustainable humanitarian access. - On October 18, the Russian Minister of Defense Sergei Shoigu announced the cease of Russian and Syrian airstrikes on Aleppo to hold an 8-hour humanitarian pause on October 20th, in order to allow civilians and medical evacuations through six humanitarian corridors, and expected militants would withdraw with their weapons through two corridors, one via the Castello Road and the other near the souq al-Hai area in the south of the city. It was later announced that the eight-hour pause will be extended to eleven hours for four days. The armed opposition groups (AOGs) rejected the proposal in a joint statement claiming that "the initiative came at the same time as forced displacement operations are being carried out by the Assad regime in the Damascus suburbs of al-Mouadamiya, Qudsiya and al-Hama, and before that in Daraya." - On October 20, in conclusion of the EU summit, the EU failed to reach an agreement on imposing sanctions on Russia for the escalation of violence in Aleppo, and stated that "the EU is considering all available options should the current atrocities continue." The unilateral ceasefire took effect, and the Syrian Army declared that it would last for three days while artillery exchanges erupted around a crossing point near the rebel-controlled Bustan al-Qasr district shortly after the pause began. The Secretary-General and the SE briefed the General Assembly in an informal session on the situation in Syria, in response to an initiative led by Canada, after the Security Council failed to take action to end the aerial bombardment on Aleppo and revive peace efforts. - On October 21, the United Nations Human Rights Council held a special session on the deteriorating situation of human rights in Aleppo, upon the request of Britain (letter attached) that was submitted on behalf of a core group of 11 Western and Arab states. The Council adopted a resolution by a 24 in favor vote, seven against and 16 abstentions. It urged "the immediate implementation of the cessation of hostilities, and demanded that the regime and its allies put an immediate end to all aerial bombardments of and military flights over Aleppo city. The Council demanded that all parties, in particular the Syrian authorities and its supporters, promptly allowed rapid, safe, unhindered and sustained humanitarian access, including across conflict lines and borders." The Council further "requested the Independent International Commission of Inquiry on the Syrian Arab Republic to conduct a comprehensive, independent special inquiry into the events in Aleppo, and identify all those responsible for alleged violations and abuses of international human rights law. It further requested the Commission of Inquiry to support efforts to ensure that perpetrators of alleged abuses and violations be held accountable, and to provide a full report of the findings of its special inquiry to the Human Rights Council no later than its thirty-fourth session." - On October 22, the humanitarian pause expired without any evacuations made and without further renewal despite the UN request. No medical evacuations had been made as no security guarantees had not been granted as requested by the UN. - On October 23, Turkey intensified its strikes targeting IS militants and Kurdish YPG forces in the town of al-Bab, in an attempt to sweep them away from its borders. The Turkish-backed FSA gained control over three areas of Tuways, al-Gharz and Tlatinah south of Akhtarin in northern Aleppo two days later. - On October 25, Russian Deputy Foreign Minister Mikhail Bogdanov stated Moscow's willingness to restore the ceasefire in Aleppo and that the Western-backed opposition forces should be separated from terrorist groups in order to be able to move forward; after the UN had blamed all parties for the failure of evacuating injured people in Eastern Aleppo during the three-day ceasefires and called for "a permanent and comprehensive ceasefire so that life-saving humanitarian activities, including medical evacuations, can resume," meanwhile the Syrian Ambassador to Moscow ruled out any opportunity to restore the ceasefires. - On October 26, a school in the village of Haas, in rebel-held Idlib, was hit by a raid of airstrikes, causing the death of twenty-two children and six teachers. The UN Secretary-General called for an immediate investigation on this attack, as it could amount as war crimes if deliberate. Russia denied its responsibility and claimed that the damage was not consistent with an airstrike. - On October 27, Virginia Gamba, the head of the UN-OPCW Joint Investigative Mechanism, presented the mechanism's findings to the Security Council. The report indicated that of the nine cases the JIM investigated, the Syrian regime used chlorine gas against civilians in three cases and the IS used mustard gas in one case. In the remaining five cases, the JIM investigated allegations that the government dropped chlorine bombs in rebel-held areas. While the JIM could not make a conclusive determination in three of these five cases, it was able to establish that government airstrikes had occurred and the presence of a toxic substance, but it was unable to fully determine the link between the two, or the actors responsible. Russian Ambassador Vitaly Churkin questioned the JIM's findings, and expressed reservations over the US-draft resolution to extend the mandate of the mechanism for another year, which would end on 31 October 2016. - The EU added ten top Syrian officials to its sanctions list who are held responsible for "violent repression against the civilian population in Syria." - On October 28, Syrian rebels relaunched Aleppo counter-attack aiming to break the siege imposed on Eastern Aleppo. The factions included the FSA and Jaish al-Fath targetting government-held Western Aleppo. - Syrian Foreign Minister Walid Muallem met with his Russian and Iranian counterparts in Moscow to discuss counterterrorism, the cessation of hostilities and improvement of humanitarian operations, and the resumption of the intra-Syrian talks. The three ministers held a joint press conference following their meeting. - On October 30, SE condemned Syrian rebels for the indiscriminate shelling of civilian areas in Western Aleppo, raising the number of casualties in the last 48 hours. - On October 31, the Security Council extended the mandate of the UN-OPCW JIM until November 18, 2016. November 2016: - On November 1, in a teleconference with the leaders of the Russian Armed Forces, Russian Defense Minister Sergei Shoigu mentioned that Russia had halted air strikes on eastern Aleppo for 16 days, following western criticism over a Russian-Syrian government assault that killed civilians and destroyed infrastructure. - On November 2, DM Shoigu announced that it would enforce a 10-hour humanitarian pause in Aleppo on November 4, to allow civilians and fighters to exit the city through eight safe corridors. - On November 4, despite the announced unilateral ceasefire in Aleppo, there were no sign of civilians or fighters leaving the city, and opposition fighters vowed to continue fighting to break the siege. - On November 6, the SDF declared the launch of Operation "Wrath of the Euphrates" in the IS capital of Raqqa, which aimed at surrounding and isolating the city as an initial phase, in coordination with the US-led coalition airstrikes. The SDF had rejected any Turkish role to liberate the city. - On November 8, the Russian Defense Minister Shoigu announced that the first attack from the Admiral Kuznetsov, the aircraft carrier, and heavily armed escort ships were to bomb rebel positions in Aleppo. - On November 10, Jan Egeland, Advisor to the Special Envoy for Syria, declared in a press stakeout following the weekly HTF meeting that Eastern Aleppo had run out of food rations, and that the UN had proposed an initiative of four elements which included delivery of food and medical supplies, medical evacuations and access for health workers. - On November 11, the OPCW Executive Council condemned all parties for the use of chemical weapons in Syria, after voting on a US-tabled text in a closed session. The text was supported by 28 members, including Germany, France, the United States and Britain; it was opposed by Russia, China, Sudan and Iran, and there were nine abstentions. - On November 15, Russia launched its "major operation" targeting the IS and Jabhat al-Nusra's positions in Idlib and Homs provinces. Heavy airstrikes and barrel bombs pounded Eastern Aleppo after the pause declared by Russia and the Syrian Government on October 18. It is considered the first mission operated from the aircraft carrier Admiral Kuznetsov. - The Third Committee of the UN General Assembly adopted a draft resolution tabled by Saudi Arabia on the human rights situation in Syria, by a vote of 116 in favor, to 15 against with 49 abstentions. It called upon the Syrian regime and the IS to cease using chemical weapons, and stop their attacks on civilians. - On November 17, the UN Security Council adopted the US-draft resolution to extend the mandate of the UN-OPCW Joint Investigative Mechanism to 18 November 2017. - On November 20, Syrian Foreign Minister Walid Muallem held talks with the SE in Damascus, on the latest escalation of violence, the targeting of medical facilities and infrastructure, and the humanitarian initiative in Eastern Aleppo. The UN proposal of the withdrawal of al-Nusra fighters while maintaining the opposition's local administration of Eastern Aleppo; the proposal was rejected by the Syrian Government and called it a violation of "national sovereignty". - On November 23, the French Minister of Foreign Affairs Jean Ayrault announced that France would hold a meeting on Syria early December 2016. - On November 24, Jan Egeland Advisor to the Special Envoy for Syria briefed the press on the HTF meeting and the assistance deliveries of the month of November, not being able to reach besieged areas because of the absence of government approvals for convoys to enter and the escalation of violence. Egeland stated that the UN had received written approvals of the AOGs in eastern Aleppo and Russian support of the UN four-point plan, and still waiting for the government's approval. - On November 27, the rebels in Khan al-Shih town, in the outskirts of Damascus, handed in their weapons, as part of a local agreement with the Syrian government to withdraw to rebel-held Idlib province, so as government siege would be lifted. It was the only town not under government control on a major supply route from Damascus to Quneitra, in southern Syria. - On November 29, Egypt, New Zealand and Spain put in blue their draft resolution calling to put an end to all attacks on Aleppo, and allow unimpeded humanitarian access for the period of 7-days with consideration of further extension. The draft was later vetoed on 5 December by Russia and China, Venezuela voted against, and Angola abstained. It is Russia's sixth veto on a Syria draft resolution, and China's fifth veto. - After the Acting High Representative for Disarmament Affairs Kim Won-soo briefed Council members during Syria's chemical weapons consultations; the P3 announced they would circulate a draft resolution to impose sanctions on Syria for its use of chemical weapons against its own population. - On November 30, upon the request of France and the UK to hold an emergency meeting on Aleppo, SE Staffan de Mistura, USG Emergency Relief Coordinator Stephen O'brien and UNICEF Regional Director Geert Cappelaere briefed the Security Council on the situation in Aleppo, who agreed on the growing number of civilians fleeing eastern Aleppo and the dire need for safe humanitarian access. December 2016: - On December 1, ten AOGs announced the formation of 'Jaysh Halab' in Eastern Aleppo, in an attempt to unite their efforts to lift the siege and restore the districts where the pro-government militias took over in northeast and east Aleppo. It was led by Abu Abdul Rahman Nour, a senior commander in 'Jabhat al-Sham'. While Jan Egeland, Advisor to the Special Envoy for Syria, and the SE briefed the press on the humanitarian situation in Aleppo after the HTF meeting; they mentioned that over 400,000 IDPs are in west Aleppo, and UN convoys reached reached all towns under the Four-Towns Agreement, including Madaya, al-Foua and Kafraya, and Zabadani, and that the December Plan was yet to be approved by the Syrian government. - On December 3, the Syrian armed forces and its supporting militias advanced into east Aleppo, taking over 60 percent of the city that was once under rebel control since mid-2012. More than 80,000 civilians fled the area since the beginning of the regime's offense on November 15. - On December 7, AOGs called for a five-day ceasefire in Aleppo, and medical and civilian evacuations without mentioning the withdrawal of their fighters as demanded by Moscow and Damascus. Meanwhile, U.S. Secretary of State John Kerry met with Russian Foreign Minister Sergei Lavrov in Germany to discuss the evacuation of opposition-held districts of Eastern Aleppo, and no agreement was reached. While leaders of Canada, France, Germany, Italy, the UK and the United States released a joint statement on the situation in Aleppo calling for an immediate ceasefire and the resumption of political negotiations. - On December 8, the SE briefed the Security Council in closed consultations after the Russian announcement that it paused its operations in eastern Aleppo to allow the evacuation of civilians. Jan Egeland had said, after the weekly HTF meeting, that the co-chairs are "poles apart" on a united humanitarian diplomacy. IS launched a major offensive on Palmyra, seizing a number of gas fields in the north and few mountains in the south. - On December 9, the General Assembly adopted the Canadian-drafted resolution A/RES/71/130, which calls for an immediate cessation of hostilities and the implementation of resolutions 2268 and 2254. The resolution passed by a vote of 122 to 13, with 36 abstentions. Russia, Iran and China opposed the resolution. - On December 10, Paris hosted a meeting of "like-minded" counterparts on Syria; it brought together US Secretary of State John Kerry, German Foreign Minister Frank-Walter Steinmeier, British Foreign Secretary Boris Johnson and Turkish Foreign Affairs Minister Mevlut Cavusoglu, along with Qatar, the United Arab Emirates, Jordan and Saudi Arabia. They discussed the humanitarian situation, and called for a ceasefire and a post Aleppo plan, as Syrian government forces neared victory over rebels there. - On December 11, ISIS recaptured the city of Palmyra in Eastern Homs Province forces despite heavy air support provided by Russia. - On December 13, the United Nations Secretary-General Ban Ki-moon briefed the Security Council on the situation in Aleppo, the growing number of IDPs and allegations of torture and executions. Meanwhile, AOGs agreed to evacuate their remaining positions in eastern Aleppo after the Syrian government recaptured the city and following an agreement between Russia and Turkey. The evacuation was initially scheduled to take place on 14 December, but was delayed after Iran called for simultaneous evacuations from the besieged Shi'a-majority towns of Fu'ah and Kafraya in Idlib Province. - On December 15, the LAS held an emergency meeting at the level of representatives, based on Qatar's request, and adopted resolution 8105 condemning the attacks on civilians in Eastern Aleppo. - On December 19, the Security Council unanimously adopted the French-drafted resolution 2328 which demanded that the UN and other relevant agencies to carry out adequate and neutral monitoring of evacuations from eastern Aleppo, ensure the deployment of staff members for this purpose, and emphasized that the evacuations of civilians must be voluntary and to final destinations of their choice. Also, the LAS Ministerial Council welcomed resolution 8106 reiterating the necessity to establish a full cease-fire in Aleppo in accordance with the Security Council resolution 2328, and condemned terrorism in all its forms and crimes committed against civilians by ISIS, Fateh al- Sham Front, and that actions of both the Syrian regime and other militant groups may amount to war crimes. - Following the adoption of resolution 2328, the Office of the Special Envoy for Syria announced "the intention of the United Nations to convene the intra-Syrian negotiations mandated by Security Council resolution 2254 in Geneva on 8 February 2017." - On December 20th, the foreign and defense ministers of Russia, Turkey and Iran held parallel trilateral meetings in Moscow, despite the assassination of the Russian Ambassador to Turkey Andrey Karlov on December 19, and adopted the "Moscow Declaration" by which they agreed to act as guarantor powers for a peace accord between the Syrian government and the opposition. - On December 21, the UN General Assembly adopted a resolution establishing a mechanism to assist in the investigation of serious crimes committed in Syria since 2011. The resolution received 105 votes for, with 52 abstentions, and 15 votes against (Algeria, Belarus, Bolivia, Burundi, China, Cuba, DPRK, Iran, Kyrgyzstan, Nicaragua, Russia, South Sudan, Syria, Venezuela, and Zimbabwe). The UN Secretary-General submitted the report of the UN Headquarters Board of Inquiry that was established to investigate the humanitarian convoy incident in Urum al-Kubra on 19 September 2016., which stated that there is no enough evidence to conclude that the convoy was deliberately attacked. - On December 22, the Syrian army announced its full control over Aleppo, after the evacuations of the remaining rebel fighters. Evacuations had faced many delays because of Iran's demands to evacuate 1500 individuals from the opposition-besieged towns of Zabadani and Madaya. On the following day, the Russian military deployed a battalion to clear the city from improvised explosive devices. - On December 23, USG Stephen O'brien briefed the Security Council, upon the request of France, "on the modalities of the evacuation of civilians and delivery of humanitarian aid in East Aleppo." Meanwhile, Syrian government forces bombed the water pumping station during its raid on opposition-held Wadi Barada, disrupting water supply to Damascus. - On December 26, Kazakhstan accepted the Russian proposal to host peace negotiations between the Syrian government and opposition forces to find a solution to the Syrian crisis, in January 2017. - On December 27, the Russian and Turkish foreign ministers agreed to implement a nationwide ceasefire in Syria, separate moderate opposition groups from UN designated terrorist groups, and prepare for the Astana talks. - On December 28-30, the DFNS met in the city of Rmeilan to approve the draft constitution, known as the social contract, which was adopted on January 29, 2014 to form its administrative system and prepare for elections. Kurdish leaders voted to drop the word "Rojava" from the official name to include other ethnic and religious components in northern Syria. - On December 29, Russia and Turkey submitted the countrywide ceasefire plan to the warring parties, which had taken effect at midnight on 30 December 2016 Damascus time. - On December 31, the UN Security Council adopted resolution 2336 in support of the Russian- Turkish agreement and the meeting to be held in Astana on 23 January 2017. January 2017: - On January 2, the Russian and Turkish air raids targeted IS militants in northern Syrian city of al-Bab; while 10 rebel factions threatened they would suspend talks regarding Astana until the ceasefire is fully implemented because of "major and frequent violations" in the rebel-held areas of Wadi Barada and Eastern Ghouta near Damascus. - On January 5, the SE welcomed the nationwide ceasefire, and the Security Council resolutions on Aleppo and Astana talks, in a press briefing after the weekly HTF meeting. Jan Egeland Advisor to the Special Envoy for Syria, voiced disappointment over the government's denied aid access to 5 out 21 locations including places in Rural Damascus, Homs and Hama. - On January 6, the Russian military started to cut down on its presence in Syria, Military Chief Valery Gerasimov mentioned that the aircraft carrier Admiral Kuznetsov would be the first to withdraw from the Mediterranean. - On January 8, Syrian government airstrikes resumed on Wadi Barada after failing to reach an agreement with opposition groups to repair the damaged water springs. Later on January 14th, the retired army officer Ahmad al-Ghadban who negotiated the deal to restore the water was killed amid heavy clashes between rebels and pro-regime forces. Both sides accused each other. - On January 12, the US imposed sanctions on 18 senior Syrian officials who were connected to the development and use of chemical weapons including chlorine gas against civilians. It marked the first time the US sanctioned Syrian military officials. While Russia and Turkey signed an agreement to coordinate their airstrikes against terrorists in Syria. - On January 13, the Syrian state television accused Israel of targeting Mezzeh Airbase outside of Damascus. - On January 14, IS launched a major offensive against pro-regime forces (Hezboallah) in Deir al-Zor Province, cutting the communication between the military base and the city. - On January 16, the High Representative/Vice-President Federica Mogherini will host an international conference on the future of Syria in Brussels, which "aims to identify with regional partners common ground on the post-conflict arrangements and examine the scope for reconsciliation and reconstruction of Syria." - On January 19, an agreement was reached in Wadi Barada, allowing regime maintenance teams to enter the area to fix the water pipes and grant rebels amnesty or safe passage to opposition-held Idlib. - On January 20, IS militants destroyed Palmyra's Tetrapylon with only four of sixteen columns still standing, and the facade of its Roman Theatre. The UNESCO condemned the act as a new war crime. - Russia and Syria concluded a bilateral agreement on expanding and modernizing of the Russian Naval Facility in Tartus. The agreement extends the current lease for the next forty-nine years with automatic extensions and permits the simultaneous deployment of up to eleven warships to the port. - On January 23-24, indirect talks between the Syrian government and opposition were held in Astana; the delegations refused to sign the joint declaration issued by Russia, Turkey and Iran, on setting up a "trilateral mechanism" to monitor and enforce the ceasefire. The new US administration was invited, despite Iran's objection, and was represented by its ambassador to Kazakhstan. The UN SE was present, and hoped Astana talks would support the intra-Syrian negotiations to be held in Geneva in February. - On January 24, the Russian delegation shared its draft of the Syrian Constitution with the Syrian delegations, and advocated the creation of a Constitutional Committee consisting of members of both delegations. - On January 23-24, Finland and UN agencies hosted the Helsinki Conference on Supporting Syrians and the Region, which launched the 2017-2018 Regional Refugee and Resilience Plan (3RP). - On January 25, the US President Donald Trump called for establishing safe zones for refugees in Syria, after suspending visas for Syrians and other middle eastern states. President Trump later held telephone conversations with Saudi King Salman bin Abdul-Aziz and United Arab Emirates Armed Forces Deputy Supreme Commander Mohammed bin Zayed on January 29 to seek their support for his unidentified initiative. - On January 28-30, 1100 opposition fighters and 750 civilians evacuated Wadi Barada to Idlib Province, after reaching a reconciliation deal with pro-regime forces. The Syrian Forces reached Ain Fijeh spring to restore water to Damascus. - On January 30, the US delivered armored vehicles, medium and heavy weapons to SDF, in an attempt to isolate IS in al-Raqqa City. - On January 31, the SE briefed the Security Council in a closed session on the outcomes of the Astana talks and the upcoming intra-Syrian talks in Geneva, which was pushed to February 20. He mentioned if the Syrian opposition could not form an inclusive delegation by 8 February, he would select its representatives himself. The Council members welcomed the International Meeting on Syria in Astana, in a press statement. February 2017: - On February 6, high-level experts from Russia, Iran, Turkey, Jordan and the UN held their first technical meeting in Astana to discuss the implementation of the ceasefire mechanism, and cooperation on humanitarian issues; they agreed on the Concept Paper on the Joint Group. The Joint Group held its first meeting and managed to identify all areas controlled by IS and Jabhat Fatah al-Sham; the participants received two draft documents prepared by the Russians to be discussed in future Joint Group meetings, which are the Protocol to the Agreement on the mechanism to record violations of the cessation of hostilities in Syria announced on December 30, 2016 and the Procedure for imposing sanctions on violators, as well as the Regulation on Reconciled Areas. - On February 7, Amnesty International released its report (attached) on mass executions of as many as 13,000 detainees at Saydnaya Military Prison. Syrian authorities rejected the accusations. - On February 9, Russian airstrikes mistakenly kill three Turkish soldiers and injured eleven others near al-Bab city held by Turkish Armed Forces as part of Operation Euphrates Shield. Both sides agreed to strengthen their coordination. - On February 10-11, the HNC met in Riyadh and formed a delegation of 21 members, headed by Nasr al-Hariri; it included one representative each from the Cairo and Moscow groups. The HNC stated (Arabic statement attached) that the goal of the negotiations was a political transition under U.N. auspices in which Assad had no role in the future of the country. - On February 12, Turkish President Recep Erdogan stressed that the Operation Euphrates Shield aims to establish a five-thousand square kilometer 'safe zone' that includes Al-Bab, Manbij, and al-Raqqa City in Northern Syria. The safe zone would require the implementation of a no-fly zone, mentioning that he had discussed the issue with both the U.S. and Russia. - On February 13, the SE sent out invitations to the Syrian delegations for the intra-Syrian negotiations set to begin on February 23. - On February 15-16, the second round of talks took place in Astana a day later than scheduled; the opposition delegation was represented by only 9 armed groups from 14 groups which attended the first meeting; no direct meetings between the Syrian delegations were held and it ended without a final statement. The three guarantor states agreed to the Concept Paper on the Joint Group of the trilateral mechanism to observe the ceasefire, share information regarding the investigation of violations and promote confidence-building measures such as the release of detainees and abductees. - On February 17, a meeting between the "like-minded" states on Syria was held on the margins of the Bonn G20 Summit, and discussed Syria peace talks in Geneva. - On February 18, Turkey offered the US two proposals for an offensive against IS in al-Raqqa City that excludes the YPG. The preferred proposal calls for the insertion of opposition groups backed by Turkey into Tel Abyad in Northern al-Raqqa Province in order to advance against al- Raqqa City through a twelve-mile-wide corridor through terrain currently held by the SDF. The second proposal calls for opposition groups in Operation Euphrates Shield to advance more than one hundred miles from Northern Aleppo Province to Western al-Raqqa Province. - On February 21, the US CIA froze assistance to the FSA and its affiliated factions fighting in Northwestern Syria, after they came under an attack from Hay'at Tahrir al-sham HTS (successor of Jabhat Fateh al-Sham) in January. The aid included salaries, training, ammunition and in some cases guided anti-tank missiles. - On February 23, a fourth round of the intra-Syrian talks commenced in Geneva with no expectations of a breakthrough; the SE reiterated that that resolution 2254 sets the framework of the negotiations, which calls for the establishment of credible, inclusive and non-sectarian governance, and sets a timeline for drafting a new constitution and holding free and fair elections within 18 months. A day before in the ISSG Ceasefire Task Force meeting (CTF), Russia had called on the Syrian Government to halt aerial bombings during the discussions. - The Opposition groups backed by the Operation Euphrates Shield fully seized al-Bab in Northern Aleppo Province, after three months of clashes. - On February 24, the SE shared a paper on procedural issues, in bilateral meetings with the Syrian parties. The HNC held the Cairo and Moscow platforms responsible for the delay of direct talks, as they participated separately. - While Iraq conducted its first cross-border airstrikes against IS in Deir ez-Zour Province on the Syrian-Iraqi Border. The F-16 airstrikes were coordinated with the Syrian Government through a joint intelligence-sharing unit in Baghdad that includes Iraq, Syria, Russia, and Iran. Also, The U.S. provided intelligence in support of the operation. - On February 25, HTS claimed responsibility of a suicide attack on the State Security and Military Intelligence Offices in Homs City, killing at least forty pro-regime officers including Military Intelligence Branch Chief Brig. Gen. Hassan Dabul, so as to undermine the ongoing peace talks. The attacks prompted heavy airstrikes on al-Waer District, the Opposition's last strong-hold in the city. The HNC condemned the terrorist attack as per the Government's ultimatum. - On February 28, the UN Security Council voted on the French-British draft resolution which sought to ban the sale or supply of helicopters to the Syrian Government, and to blacklist 10 government and related entities involved in the production of chemical weapons. Nine countries voted in favor; Bolivia voted against the text, while Ethiopia, Egypt and Kazakhstan abstained. Russia casted its sixth veto backed by China. Britain and France had circulated the text in mid- December 2016, in response to the OPCW report findings proving government use of chlorine gas in three cases of the nine investigated cases. It was put on hold to asses US policy on Syria, the US later became a co-penholder after its unilateral sanctions on 18 Syrian senior officials on January 12. March 2017: - On March 1, the Independent Commission of Inquiry on Syria issued its report on the violations committed by warring parties in the last battle of eastern Aleppo, and considered the targeting of vital civilian infrastructure, withholding the distribution of humanitarian aid, and the use of civilians as human shields and forced evacuation agreements amount to war crimes. - On March 2, the Syrian forces backed by Russian airstrikes and Shi'a militias recaptured the city of Palmyra for the second time after heavy clashes. - On March 3, the fourth round of talks concluded with a political agenda for the upcoming round, which comprises of three baskets addressing the establishment of credible, inclusive and non-sectarian governance, drafting a new constitution, and holding free and fair elections within 18 months. A fourth basket was added upon the request of the Syrian Government to address "strategies of counter terrorism, security, governance and also medium-term confidence building measures." - On March 6, Russia announced a ceasefire in Eastern Ghouta until March 20, despite the continuation of airstrikes and mutual shelling. - On March 7, the US-allied SDF agreed to handover six villages near Manbij, on the frontline with Turkey-backed rebels to Syrian government control, under a Russian-brokered deal, in an attempt to stop further Turkish incursion. - On March 8, the SE de Mistura briefed the Security Council on the course of the talks, which aims to address the aforementioned baskets in parallel, and concluded that "nothing is agreed until everything is agreed unless the sides decide otherwise." The Syrian groups are invited to resume talks on March 23. - Meanwhile, Russian, US, Turkish high-level military officials met in Antalya to discuss additional coordination measures and "operational de-confliction of military operations" in northern Syria. - On March 13, a Russian-brokered agreement was reached to evacuate rebel fighters from Homs city, which would be carried out within six to eight weeks, between 10,000-15,000 people were expected to leave Homs in weekly batches. The neighborhood was besieged by regime forces since 2013. - On March 14, the EU unveiled its plan in Syria "in contributing to a lasting political solution under the existing UN-agreed framework and in helping to build resilience and stability in the country, as well as supporting post-agreement reconstruction once a credible political transition is underway." - On March 14-15, the third round of talks was held in Astana, even though the AOGs had called for the postponement of the meeting to assess the commitment to the declared ceasefire in Eastern Ghouta. Invitations were sent to the United Nations, the United States and Jordan. On March 14, preliminary consultations were held while a plenary meeting was due on March 15. The results of the intra-Syrian consultations were expected to be discussed. Talks failed to reach any significant agreement, and the three guarantor states issued a joint statement, and scheduled the next high-level meeting in Astana on May 3-4, 2017 and agreed to hold preliminary expert consultations on April 18-19, 2017 in Tehran. - On March 15, two suicide bombs targeted Damascus on the sixth war anniversary; one of them hit the main judicial building, and both killed 74 people and wounding a hundred other. It was later claimed by Fateh al-Sham Front. - On March 18, rebels began to evacuate al-Waer neighborhood in Homs City, to the opposition-held northern town of Jarablus on the borders with Turkey. - On March 20, the EU imposed sanctions against four Syrian high-ranked military officials related to the use of chemical weapons. The ban includes assets freeze and travel ban, and it is considered the first time the EU blacklists military officials. - On March 21, the US-led coalition dropped the SDF fighters on the southern side of the Euphrates to to cut the Aleppo - al-Raqqa Highway. the SDF launched an operation to seize the Tabqa Dam west of al-Raqqa City on March 22 with extensive support from the US. - On March 22, a US-led coalition strike on a center for displaced families in al-Mansoura town held by ISIL in northern Raqqa, killed 33 people. Earlier this month, the coalition declared that its raids in Syria and Iraq unintentionally killed at least 220 civilians. - On March 23-31, the fifth round of talks in Geneva was held despite of the escalation of fighting in Damascus and Hama; the SE shared non-papers with all Syrian sides with some political principles reached during the five rounds, and received their comments and amendments. - On March 24, Russia proposed a draft resolution on the use of chemical weapons in Syria and Iraq, that was reviewed in April 2016 and the UN Security Council did not support it. It was co-authored by China and Russia. Meanwhile, the Human Rights Council adopted a resolution condemning the indiscriminate attacks against civilians, forced displacement of populations, and called to hold all those responsible to account. - On March 27, the second phase of evacuations from al-Waer neighborhood took place, moving 466 citizens and 129 fighters. Meanwhile, the UN SE briefed the LAS Ministerial Council on the recent developments of the Geneva intra-Syrian talks and the Astana process. - On March 28, Russia condemned the US-led coalition airstrikes on the Tabqa Dam, and accused it of trying to "completely destroy critical infrastructure in Syria and complicate post-war reconstruction as much as possible." It further claimed that the coalition destroyed four bridges over the Euphrates river. - On March 29, the UN Secretary-General Antonio Guterres addressed the annual Arab Summit, which was held in the Dead Sea, Jordan. He appealed to the Arab leaders to set aside differences and end the Syrian war. - An agreement was brokered by Iran and Qatar to swap Shi'ite citizens from the two pro-government towns of al-Foua and Kafraya, in the northwestern province of Idlib besieged by rebel fighters, with Sunni fighters and their families from the opposition-held towns of Zabadani and Madaya besieged by pro-government forces. The agreement was due to start on April 4 and would last 60 days; it included a ceasefire in the areas south of Damascus, aid deliveries, and the release of 1,500 prisoners held by the government. - On March 31, U.S. Secretary of State Rex Tillerson disclosed during his visit to Ankara that "longer-term status of President Assad will be decided by the Syrian people" and defeating ISIL is its priority, while U.S. Ambassador to the UN Nikki Haley said the priority was no longer "getting Assad out"; it was later reiterated by the White House Press Secretary Sean Spicer's briefing. April 2017: - On April 3, the European Foreign Affairs Council chaired by the EU High Representative for Foreign Affairs and Security Policy Federica Mogherini took place in Luxembourg, and adopted the EU Strategy on Syria. It held the Syrian regime responsible for the violations against human rights, and reaffirmed that "there can be no lasting peace in Syria under the current regime." - On April 4-5, the EU and its co-sponsors hosted the Brussels Conference on Supporting the future of Syria and the region. The co-chairs declaration took note of UN appeals requesting $8 billion in 2017 to cover the required needs inside Syria and its neighboring countries, and announced pledges raised worth about $11 billion for humanitarian aid programs. - On April 4, an alleged chemical attack on Khan Shaykhun in the province of Idlib was carried out during a Syrian government air raid on the city, which claimed the lives of at least 72 civilians. Russia denied its responsibility and claimed that Syrian airstrikes targeted a rebel chemical weapons warehouse which leaked poisonous gas. While the implementation of the evacuation deal of 30,000 people from the four towns of Kafraya, al-Foua, Madaya and Zabadani was delayed because of reservations of their residents. All 16,000 residents of al-Foua and Kafraya are expected to leave under the deal. - On April 5, the UN Security Council was briefed on the attack by the Acting High Representative for Disarmament Affairs Kim Won-soo on the reported use of chemical weapons in Khan Shaykhun. The US, UK and France had informally circulated a draft resolution which demands that the Syrian government must provide the JIM and the FFM with flight plans and logs of April 4, the names of all helicopter squadron commanders and provide access to air bases where investigators believe chemical attacks may have been launched. Russia criticized the text, and produced its own draft; it did not condemn neither the attack nor the Syrian government, but rather expressed deep concern over the alleged "incident with chemical weapons" and called for a full-scale investigation. Later on April 6, the ten elected members (E10) of the Security Council met at ambassador level to express their frustration for not being included in the negotiating process and discussed an alternative text which would substitute language in the P3 draft on the Syrian government's obligation to provide information on its activities with agreed language from resolution 2118. Neither resolution were tabled for a vote. - On April 6, the US waged retaliatory airstrikes against al-Shayrat airbase outside of Homs, where the chemical attack was launched. 59 Tomahawk cruise missiles had hit the airfield in Syria. The missiles were aimed at Syrian fighter jets and other infrastructure. - On April 7, Bolivia called for a Security Council briefing after the US airstrikes, and Russia announced its suspension of "the Memorandum of Understanding on Prevention of Flight Safety Incidents in the course of operations in Syria signed with the US." - On April 11, the White House released a declassified report drawn up by the National Security Council which confirmed that the Assad regime used sarin gas on its own people, and accused Russia for shielding for its allies. - On April 12, the Security Council held a meeting to vote on the P3 revised draft resolution (4th draft), which incorporated the language from resolution 2118 proposed in the E10 draft; after the SE had provided the council with his monthly briefing on the assessment of the intra-Syrian talks held in Geneva. Ten members voted in favor of the text, China, Ethiopia and Kazakhstan abstained, while Bolivia joined Russia in voting against it. It is Russia's eighth veto against a Syria-related resolution. - On April 14, the evacuation of residents from the Shi'ite towns of al-Foua and Kafraya (besieged by opposition groups) began and their convoys headed towards the government-held Aleppo; meanwhile rebel fighters and their families left the town of Madaya (besieged by government forces) and headed towards Idlib. While the evacuation from Zabadani was delayed and expected to begin later the day. The four towns agreement began with the exchange of thirty prisoners and nine bodies on April 12. The evacuations resumed after a suicide attack that targeted a government loyalties convoy killing some hundred people including women, children and rebel fighters on April 15. - On April 19-20, over 2000 opposition fighters and civilians were evacuated from the besieged towns of Zabadani and Madaya in exchange for the evacuation of nearly 8000 pro-regime fighters and civilians from the besieged towns of al-Foua and Kafraya in Idlib Province. - On April 24, the US sanctioned 271 Syrians employed by the Syrian Scientific Studies and Research Center, related to the development of chemical weapons. The sanction froze the individuals' assets and prohibited US companies to conduct business with them. May 2017: - On May 3-4, military experts from the three guarantors held technical consultations ahead of the two-day fourth round of the Astana process, with the participation of the Director of the UN Mine Action Service Agnes Marcaillou. The SE de Mistura and Nawaf Uasfi Tel, Political Adviser to Jordan's Foreign Minister attended as observers, and the US was represented at a higher-level (for the first time) by US Assistant Secretary of State for Middle East Affairs Stuart Jones. - Despite the Syrian Opposition delegation suspended their participation in opposition to the ongoing bombardments across Syria, the three guarantors signed the Memorandum on the creation of de-escalation areas in Syria, setting up four "de-escalation zones" in Idlib, parts of Homs, Eastern Ghouta, and parts of Deraa and al-Quneitra provinces in southern Syria. The Syrian government welcomed the Russian initiative while the Opposition rejected Iran's involvement as a guarantor. - On May 5, Russia sought UN endorsement to the agreement reached in Astana, and circulated a draft resolution calling on member states to contribute to the implementation of the Memorandum on the creation of de-escalation zones in Syria. The resolution failed to pass for a vote on May 8, as western member states had reservations on the draft. - On May 6, Riad Seif was elected as the sixth president of the SOC, beating Khaled Khoja with 58 votes from the 102 member coalition. He would replace the current head Anas al-Abdeh, who was elected in March 2016. Also, Abdulrahman Mustafa and Salwa Ktaw were elected as vice presidents. - On May 8, the evacuation process of the government-besieged Damascus suburb of Barzeh began, around 1,022 people, including 568 rebels, headed towards Idlib and northern town of Jarablus near the Turkish borders; the second convoy of 700 rebels moved on May 12. While Walid al-Muallem, the Syrian Foreign Minister, rejected any international forces under UN supervision to monitor the de-escalation zones deal. Meanwhile, the White House approved providing arms to Kurdish fighters as support to their operation to retake al-Raqqa City, despite Turkey's strong opposition. - On May 16, the FFM's report confirmed the use of sulfur mustard in the attack on Aleppo on Sept. 16, 2016, and was made public. The report was raised to the UN Security Council on May 5. The FFM, also, confirmed in its report, regarding its investigation of the April 4 attack on Khan Shaykhun, the use of sarin-gas or a sarin-like substance. The FFM is only mandated for indicating whether chemical weapons were used, while the JIM is mandated to determine responsibility for the attacks. - While the US Department of the Treasury's Office of Foreign Assets Control sanctioned ten additional entities for providing support to the Syrian regime. - On May 16-19, the UN SE held the sixth round of the Intra-Syrian talks in Geneva, which ended without covering the four baskets of the agenda, only focusing on the constitutional issues. The SE shared a proposal with the parties to establish "a Technical Consultative Mechanism on Constitutional and Legal Issues;" the proposal would identify "options for the process of constitutional drafting, and for the conduct of a national conference/national dialogue, and identify for review specific options for ensuring a sound constitutional and legal basis for any framework agreed in Geneva embodying a package and including providing for credible, all-inclusive, non-sectarian governance," and that is through UN-facilitated expert-level meetings with both Syrian sides. - On May 18, while the EU Parliament adopted a resolution pertaining the EU Strategy on Syria, which the European Council for Foreign Affairs had passed on 3 April 2017; the US-led coalition's airstrikes destroyed a pro-Syrian regime convoy of the Iraqi Shi'ite militia of Kata'ib Imam Ali, that advanced along the Damascus-Baghdad Highway towards al-Tanf base (where the US, UK and Jordan train fighters of Jaysh Mughawir al-Thawra against IS in Eastern Syria). - On May 20-21, the evacuation of nearly 3000 people, some 700 fighters and their families, was completed from al-Waer district, the last opposition-held district in the province of Homs. According to Talal Barazi, Governor of Homs, more than 14,000 people had left al-Waer in several phases since the "reconciliation deal" began to be implemented in March. Among them were some 3,700 rebels, allowed to leave with their light weapons. Russia later deployed 50 to 150 Military Police into the district. - On May 22, the SE briefed the Security Council on the latest developments, and on the last round of the Intra-Syrian talks. He commended the Astana process for the reduction of violence in the agreed de-escalation areas, and urged its guarantors to finalize their agreement addressing the subjects of detainees, abductees and humanitarian demining. The SE asserted that the rounds' focus on legal and constitutional issues does not rule out "the principle of parallelism" in addressing the agenda, and that a new consultative process at a technical level was introduced to discuss relevant constitutional and legal matters. - On May 25, NATO leaders agreed in Brussels to become full members of the Global Coalition against ISIS; the organization would not engage in combat operations, but would provide air refueling to the Coalition's aircrafts, capacity building through the deployment of special forces to train local partners, and would establish an intelligence information cell to ensure information-sharing on foreign fighters. - On May 29, the final convoy of fighters and their families moved from the opposition-held besieged district of Barzeh in Damascus to Idlib Province; estimately more than 4000 fighters and civilians were evacuated from Barzeh and Eastern Ghouta under the Russian-brokered deal. - On May 30, the US delivered its first shipment of arms to the Kurdish-led SDF, which had advanced against IS in the eastern outskirts of al-Raqqa, seizing eight villages and taking control over the Ba'ath Dam. - On May 31, Russia's Grigorovich-Class Frigate Admiral Essen and Kilo-Class Submarine Krasnodar launched four cruise missiles targeting IS near Palmyra; it targetted arms depots of fighters relocating from al-Raqqa to Eastern Homs. Russia had notified the US, Turkey, and Israel of the strikes-On June 2, EU High Representative Federica Mogherini met with newly-elected President of the Syrian Opposition Council (SOC), Riad Seif, and Syrian Interim Government (SIG) Prime Minister, Jawad Abou Hatab, to discuss the political process and EU support for Syrian resilience. Both parties reiterated their commitment to the UN-led Geneva process. June 2017: -On June 4, pro-government forces gained control of Maskanah city, the last remaining ISIS stronghold in Aleppo governorate. The advances brought pro-government forces within 10 km of Raqqa's provincial border. -US-backed SDF captured a hydroelectric facility (Baath Dam) from ISIS militants, securing the final of three major dams along the Euphrates river. -On June 5, pro-government forces captured the areas of al-Alb, Bir Dahlon and Sharot Dahlon in Eastern Homs governorate, reportedly capturing over 6,000 sq km of ISIS-held territory. -On June 6, US-backed SDF announced the launch of the fifth phase of the campaign to capture Raqqa, ISIS' self-declared capital, with forces advancing from the north, east and west and the US-led Coalition supporting the offensive with air and artillery strikes. - The US-led Coalition conducted airstrikes against pro-government forces advancing near al- Tanf, a de-confliction zone in southeastern Syria. This marks the second strike in the area in less than a month, amid escalating tensions between the US and Iran-backed forces over control of Syria's southeastern frontier. - On June 8, Russian Foreign Minister Sergei Lavrov met with the UNSE de Mistura in Moscow to discuss "the consolidation of the cessation of hostilities, the fight against terrorism, the continuation of the political settlement on the basis of UN Security Council Resolution 2254," according to the Russian Presidential Envoy for the Middle East and North Africa and Deputy Foreign Minister Mikhail Bogdanov. The consultations were held prior to the fifth round of the Astana Process, which was set to take place in June, but was later postponed till the month of July. -On June 9, during a press briefing in Geneva at the conclusion of a meeting of the humanitarian task force set up by the International Syria Support Group (ISSG), the SE declared that the time was not right to resume the UN-led intra-Syrian talks. -On June 13, the WFP delivered food to more than 80,000 displaced people in seven hard-to-reach areas in Raqqa and Deir Ezzor governorates in northern Syria, where regular deliveries of humanitarian assistance had been suspended for over three years. -On June 14, Chairman of the CoI, Paulo Pinheiro, expressed concern for the "staggering loss of civilian life" caused by US-led Coalition airstrikes as part of the Raqqa campaign, stating that airstrikes had led to the displacement of 160,000 civilians. He also stressed that the Astana agreement had led to a reduction in violence in just one of the four zones outlined in the memorandum. -On June 15, during a briefing to Council members, UN High Representative for Disarmament Affairs, Izumi Nakamitsu, noted that "some progress" had been made in the implementation of resolution 2118 (2013) on the elimination of chemical weapons in Syria. However, she highlighted the continued lack of safe access to two above-ground stationary facilities scheduled for destruction under OPCW supervision. -Pro-government forces targeted the opposition-held neighborhoods of Jobar and Eastern Ghouta in the first major attack since the announcement of four "de-escalation zones" at the Astana talks in May. Syrian Armed Forces seized the Arak gas field in the region of Badiya, which had been captured by IS since 2015; the SAF declared that it recaptured 20 percent of the Badiya region. -On June 16, the Office of the Special Envoy for Syria declared that it had facilitated a meeting of technical experts from three opposition groups: the High Negotiating Committee, the Cairo Platform and the Moscow Platform as part of a technical consultation process announced at the end of the sixth round of intra-Syrian talks. The meetings focused on the timeline and process for drafting a new constitution. -On June 17, the SE announced that the seventh round of intra-Syrian talks would begin in Geneva on July 10, with further rounds tentatively planned for August and September. -The Syrian government declared a 48-hour ceasefire in the southern city of Daraa. The agreement, reportedly brokered by Russia, the US and Jordan, comes after an escalation in violence between pro-government forces and AOGs in Daraa. -On June 18, US-led coalition forces shot down a piloted Syrian government aircraft in southern Raqqa province. According to the Coalition statement, the aircraft was downed after it displayed hostile intent and advanced on coalition forces. The Russian Ministry of Defense (MOD) released a statement following the incident claiming that the US shot down the Syrian jet while it was conducting an offensive against ISIS, and accusing the US of failing to use the "de-confliction channel". The MOD statement announced that Russia was cutting off participation in the de-confliction channel pending an investigation and that all kinds of airborne vehicles operating in combat mission zones west of the Euphrates River would be tracked by Russia as air targets. -Iran launched several ballistic missiles targeting ISIS positions in eastern Syria, reportedly carried out in retaliation for a terrorist attack in Tehran two weeks prior. This was Iran's first missile attack abroad in 15 years and its first in the Syrian conflict, representing an escalation of its role. -On June 19, the Syria Institute and PAX published the Sixth Quarterly Siege Watch Report, covering events from February to April 2017. -On June 20, an American fighter jet downed an "Iranian-made" armed drone in southern Syria after it "displayed hostile intent" when it approached coalition forces stationed at a base located in a de-escalation zone. It marked the second time in a month that the US had shot down an armed drone near Tanf camp. -On June 21, after opening a new front to the south of Raqqa, US-backed Syrian Democratic Forces (SDF) came within several kilometers of fully encircling the city after having already surrounded Raqqa to the north, east and west. - Turkey deployed reinforcements to the towns of Azaz and Marea in northern Syria, held by turkey-backed Syrian opposition forces, in preparation of anticipated battles with its rival Kurdish forces. - French President Emmanuel Macron, contradicting previous French policy, that France sees "no legitimate successor" to Assad and no longer considers his departure as a precondition to resolve the ongoing conflict. On July 5, the president met with Riad Hijab, Head of the HNC, to reiterate France's support to the Syrian Opposition. -On June 22, Turkish and Russian troops were deployed to Syria's northern Idlib province as part of a de-escalation agreement brokered by Russia, Turkey and Iran in May. - WFP announced that the first aid convoy had reached 15000 civilians in the city of Qamishli by land route, since it had been inaccessible in 2015, and humanitarian aid was sent through air drops instead. -On June 24, the Syrian government released 672 detainees in a move it said was aimed at bolstering the reconciliation process. -On June 27, the SE briefed the Council on the situation in Syria, expressing his readiness to facilitate direct talks between the Syrian government and opposition either at a formal or technical level. -On June 28, OPCW-JIM published its sixth report updating the SC on the status of its review of two cases identified by the FFM concerning incidents reported in Umm Hawsh in Aleppo Governorate in September 2016 and Khan Shaykhun in Idlib Governorate on April 4, 2017. -On June 29, OCHA head Stephen O'brien briefed the Council on the humanitarian situation in Syria, noting that despite a reduction in violence in some areas of the country, humanitarian convoys remained unable to reach civilians in besieged and hard-to-reach places due to bureaucratic restrictions. O'brien also detailed the Secretary-General's monthly report on the situation in Syria, released June 23, that highlighted the Astana memorandum signed by Iran, Russia and Turkey in May and the escalation of anti-ISIS operations in Syria. -The OPCW released a report on progress in the elimination of the Syrian chemical weapons program, verifying the destruction of 25 of the 27 chemical weapons production facilities previously declared by the Syrian government. However, the OPCW continues to express consideration that the initial declaration was incomplete. July 2017: -On July 1, Israeli Defense Forces (IDF) launched a strike against pro-government positions near al-Baath in Quneitra governorate in response to two stray artillery shells fired from Syria that landed in the Golan Heights. This is the fifth Israeli strike on pro-government positions near the area of al-Baath within a week. -On July 3, the UNSC appointed Catherine Marchi-Uhel to head the International, Impartial and Independent Mechanism, the UN legal team tasked with collecting and preserving evidence of the most serious crimes committed in Syria since 2011 to be used by national courts or an international tribunal. The Mechanism was established by the General Assembly on December 21, 2016 despite fierce resistance from Russia, which had previously used its veto status to block criminal investigations into the conflict. -The Syrian Army announced the suspension of all combat operations in the southern governorates of Daraa, Suweida and Quneitra for four days ahead of upcoming peace talks in Astana, Kazakhstan. It is the second unilateral ceasefire by the Syrian Army; it had announced a ceasefire in Daraa along the border with Israel on June 17. -On July 4-5, the fifth round of Astana talks co-sponsored by Russia, Iran and Turkey, convened in the Kazakh capital. The talks failed to finalize details on the boundaries and monitoring mechanisms of the four safe zones agreed to during the fourth round of Astana talks in May. In a joint statement, the guarantors welcomed the establishment of an expert-level joint working group tasked with finalizing the operational and technical parameters of the de-escalation zones, and scheduled the next Joint Working Group meeting in Tehran, on August 1-2. -On July 6, Edmond Mulet, head of the three-member leadership panel of the OPCW-JIM briefed Security Council members on the June 28 report of its investigations into the culpability for chemical attacks in Syria and urged the international community to allow the Mechanism to conduct its work in an independent and impartial manner. -On July 7, the United States, Russia and Jordan reached a ceasefire and "de-escalation" agreement for southwestern Syria to take effect July 9. The specificities of an enforcement mechanism and the precise boundaries of the ceasefire zone. Russian Foreign Minister Sergey Lavrov stated that the ceasefire would cover the areas of Daraa, al-Suweida and Quneitra governorates without providing exact boundaries. The ceasefire agreement in southwestern Syria is separate from the Astana memorandum, and was reached during the meeting between US President Trump and Russian President Vladimir Putin on the sidelines of the G20 Summit in Hamburg. The SG welcomed the ceasefire announcement, calling it a significant step towards reducing violence and humanitarian access in Syria; while Israel voiced its objections on the deal. -On July 10, the seventh round of UN-led intra-Syrian talks convened in Geneva. The UN-sponsored talks were scheduled to focus on four points: drafting a new constitution, combating terrorism, governance and elections. Russian Foreign Minister Sergey Lavrov expressed hope that the talks would help solidify de-escalation zones created through the Astana process. The SE stated that de-escalation zones can be beneficial but must only be interim measure to avoid the partition of Syria. The Geneva talks ended July 14 with no apparent progress. Representatives of the HNC accused the Syrian government of refusing to enter into serious negotiations. The SE noted that there had been "no breakthrough, no breakdown" during the talks and expressed hope that recent international momentum would push the parties face-to-face for substantive discussions. -On July 11, SOHR reported that it had "confirmed information" that ISIS leader Abu Bakr al- Baghdadi had been killed in the eastern province of Deir Ezzor. US-led Coalition Spokesperson Colonel Ryan Dillon could not confirm the report, nor could various media sources or Iraqi or Kurdish officials. -On July 12, following the opening of a land route connecting Aleppo to Hasakah governorate, WFP announced that it had successfully delivered food aid to two locations in the Raqqa governorate for the first time in three years. -On July 13, Brett McGurk, US Special Envoy for the Global Coalition fighting ISIS, revealed that Russia had expressed willingness to deploy military police to monitor compliance and prevent violations of the recently implemented ceasefire in southwestern Syria. -On July 14, Russia's parliament approved an agreement between Russian and Syrian officials that provides for the long-term deployment of Russian aircraft and personnel to Syria. Defense Minister Nikolay Pankov said the deal will help legalize Russia's military activities in Syria "within an international framework". -France proposed the creation of a contact group comprised of permanent members of the UN Security Council and regional actors to support UN efforts to formulate a political road map after the conflict ends. -On July 17, the EU added 16 scientists and military officials to the list of those targeted by sanctions against the Syrian regime due to their suspected involvement in a chemical attack against civilians in April. - The Syrian army, backed by Iranian-militias managed to seize oil fields of Wahab, al Fahd, Dbaysan, al-Qseer, Abu al Qatat and Abu Qatash and several other villages in the southwest of Raqqa province, while Russian strikes targeted the town of Sukhna, the gateway to Deir ez-zour. - The Turkish state-run Andalou Agency exposed ten US military locations in northern Syria, giving exact numbers of US and French special forces stationed there. The US-led Coalition against ISIS condemned Turkey for "leaking sensitive military information shared between two allies." -On July 19, it was made public that President Donald Trump ended a covert CIA program that provided arms and training to Syrian rebel groups. The program was a central feature of the Obama Administration's policy in Syria. -On July 20, 150 fighters from the Turkey-backed Euphrates Shield operation had crossed from Turkey through Bab alhawa to support Ahrar al-Sham in its fight against Hayat Tahrir al-Sham (HTS), dominated by the Fateh al-Sham faction formerly known as Jabhat al-Nusra, in Idlib. -On July 21, the SG submitted to the Security Council the forty first report on the humanitarian situation in Syria for the period from 1 to 30 June 2017, highlighting the approximately 20,000 people displaced across northeast Syria in June due to the Raqqa offensive. According to the report, the Syrian government removed medical supplies sufficient for more than 84,000 treatments. -Hezbollah and the Syrian Army launched a joint offensive against militant groups in the town of Arsal and the western Qalamoun mountain range along the Lebanon-Syrian border, an area purported to hold over 3,000 militants, including al-Qaeda-linked insurgents and members of ISIS. -On July 24, 14 heads of mission in Geneva signed a letter addressed to Security Council President, Chinese Ambassador Liu Jieyi, raising "serious concerns" about the implementation of seven Security Council resolutions on humanitarian access and urging Liu to raise the issue at the upcoming Council meeting. The signatories include the United States, Saudi Arabia, Britain, France Turkey, Qatar, Japan, Australia, the European Union, Germany, Spain, the Netherlands, Canada and Italy. -General Sergei Rudskoi, chief of the Russian General Staff, announced the deployment of Russian military police to monitor compliance after a ceasefire, mediated by the Egyptian government, was declared in the Eastern Ghouta area of Damascus on July 22. Despite the reported ceasefire, part of the four proposed "de-escalation zones" outlined in the Astana memorandum, Syrian government forces continued to attack several towns in Eastern Ghouta. -On July 26, fighting on the Syrian-Lebanese border near the town of Arsal halted after a ceasefire agreement was reached between Hezbollah and HTS. The cessation of hostilities ended a six-day campaign to drive al-Qaeda-linked militants from the border region, which is also home to tens of thousands of refugees. The agreement included the evacuation of some 1000 HTS fighters, along with more than 6000 Syrians (in nearby refugee camps) from the Lebanese border town of Arsal to rebel-controlled Idlib province, as well as exchange of prisoners between Hezboallah, HTS and the Lebanese Armed Forces, which later took place on August 1. -On July 27, Ursula Mueller, Assistant Secretary-General for Humanitarian Affairs and Deputy Emergency Relief Coordinator in the Office for the Coordination of Humanitarian Affairs, briefed Council members on the humanitarian situation in Syria, noting that despite reduced violence, there had not been a noticeable increase in areas reached for aid delivery. -The Syrian Ministry of Foreign Affairs and Expatriates addressed two letters to the UNSG and the Security Council calling for immediate action in the militant-besieged towns of Kefraya and al-Foua. -The US-led coalition fighting ISIS told its local Syrian allies that they must exclusively fight ISIS, a directive that prompted Shohada al-Quartyan to depart a joint coalition base in Southern Syria to carry out independent operations against Syrian regime forces. -On July 28, the OPCW released its monthly report, noting that the security situation now allows safe access to confirm the condition of the final two above-ground facilities with planning underway to verify their destruction. -On July 30, for the first time in five years, UN aid was delivered to almost 7,2000 people in besieged al-Nashabiye located in Eastern Ghouta, a rebel-held area on the outskirts of Damascus. August 2017: -On August 2, the evacuation of at least 7,000 people, including al-Qaeda-linked fighters and refugees, from Lebanese border enclave of Arsal for rebel-controlled Idlib province commenced. The transfer agreement, the largest formal repatriation of refugees to Syria since 2011, was carried out without the involvement of aid groups generating concern about the welfare of the refugees. -On August 3, the Russian Ministry of Defense announced a ceasefire in northern Homs and southern Hama, in what is being billed as the third of four planned ceasefires agreed to under the Astana memorandum. Russia deployed police military to several checkpoints in northern Homs, later on August 4. Opposition groups called for a guarantor role for Turkey. According to SOHR, the ceasefire, which covered territory populated by more than 147,000 people, held for the first 10 hours before experiencing repeated violations by pro-government and rebel forces. -The Independent International Commission of Inquiry on Syria of the Human Rights Council (CoI) called on the international community to recognize the crime of genocide being committed against the Yazidis in Iraq. -On August 8, experts from the guarantor states met in Tehran to discuss ways to strengthen the de-escalation zones and determine the agenda for the upcoming sixth round of Astana talks. -On August 8-11, twenty-four FSA-affiliated groups formed new group "Liwa Tahrir Deir ez- Zour" to liberate the province of Deir ez-Zour from IS; the new faction welcomed any cooperation with local and international parties, ruling out the SDF. -On August 9, OCHA expressed concern about the safety and protection of an estimated 10,000- 25,000 people trapped inside Raqqa without access to safe drinking water for 48 days. Due to the fighting on the ground, the UN has currently no access to Raqqa city. - Russian Permanent Representative to the UN Vasily Nebenzya briefed the Security Council on the progress of establishing de-escalated zones in Syria, behind closed doors, and called on the UN to facilitate the delivery of humanitarian assistance in those areas. -On August 10, SDF US-backed forces encircled ISIS militants in central Raqqa, effectively cutting off ISIS' last remaining route to the Euphrates. -On August 12, the Syrian government captured al-Sukhna, the final ISIS stronghold in Homs governorate, as part of its multi-pronged campaign to take eastern Syria. The recent gains position the pro-government coalition 50 km (30 miles) away from Deir ez-Zour province, the last major ISIS foothold in Syria. -On August 14, approximately 300 FSA-affiliated Saraya Ahl al-Sham fighters and 3,000 refugees began evacuating the Lebanese border town of Arsal as part of a repatriation agreement brokered in early August between Lebanese and Syrian officials. Lebanon's Maj. Gen. Abbas Ibrahim, who is overseeing the transfer, said that civilians will head to the government held area of Assal al-Ward. The rebel fighters and their families are destined for the rebel-held town of al- Ruhaiba in the Eastern Qalamoun region where, according to Hezbollah's Al-Manar TV, they have been granted amnesty by the Syrian government. Their departure leaves the Islamic State as the last militant force straddling the border near Arsal. -Nearly 50,000 people remain stranded on the Jordanian border, in an area known as the berm, and are facing an increasing scarcity of food, healthcare and other basic services. The UN stressed that it will continue to support Jordanian authorities in the protection of affected Syrians. -On August 17, the UNSC adopted a presidential statement, read by Council President for August and Ambassador of Nigeria, Joy Ogwu, in support of a political transition process in Syria in accordance with the principles of the Geneva Communique. The adoption of the text signals, for the first time in two years, the consensus of the Council and its five permanent members on the need to establish a transitional government. -On August 17-20, Damascus hosted the 59th International Trade Fair, for the first time since 2011, and involved hundreds of delegations and private companies from at least forty-three states including Russia, Iran, China, and Egypt. -On August 20, President Assad announced in a speech before Syrian diplomats that Syria would not work with any Western nations until they ended their support for opposition and insurgent groups. -On August 21, UN experts launched an investigation into purported weapons deals between Syria and North Korea after two shipments to a Syrian government agency responsible for its chemical weapons program, the Syrian Scientific Studies and Research Center (SSRC), were intercepted. -Saudi-based High Negotiations Committee (HNC) met with delegations from the moderate Cairo and Moscow camps in Riyadh in an effort to establish a unified front for upcoming peace talks. Despite pressure from international allies calling for a more pragmatic approach, the HNC refused to accept a transition scenario in which Assad retained power. -On August 22, the next round of Astana talks was pushed back from late August to mid- September to allow the guarantor states to hold a technical meeting to set the meeting agenda. -On 23 August, a joint monitoring center was established in Amman for the southwestern de-escalation zone, which is located in the provinces of Daraa and Quneitra. The center is tasked with ensuring ceasefire compliance, ensuring humanitarian access and other forms of civilian assistance. -On August 24, the UN called for a humanitarian pause in US-led Coalition airstrikes on Raqqa to permit civilians to leave the city. This comes after the release of an Amnesty International report calling for greater protection efforts for the estimated 20,000 remaining civilians in Raqqa. -On August 25, the Russian army announced that it had dismantled the two remaining Syrian chemical weapons facilities targeted for destruction by OPCW. The OPCW has not confirmed the Russian report. -On August 28, hundreds of ISIS fighters and their families were evacuated from the Lebanese- Syrian border to militant-held eastern Syria following simultaneous Lebanese army and Hezbollah campaigns against ISIS positions. The transfer marks the first time ISIS agreed to a forced evacuation from territory it held in Syria. - The Secretary-General presented his monthly report on the situation in Syria, highlighting the recent efforts to reduce violence through de-escalation agreements and expressing hope that the Astana guarantors will reach an agreement on the finalization of operational and technical modalities for all de-escalation areas. -On August 30, Special Envoy Staffan de Mistura briefed the Security Council on the political path forward which includes a new round of Astana and Geneva talks. The SE highlighted the important role Syrian opposition allies stand to play in fostering cohesion and unity among the AOGs. - In his final address to the Council after two years as Under-Secretary-General for Humanitarian Affairs and Emergency Relief Coordinator, Stephen O'Brien appealed to members of the Council to take action to end the civil war in the name of common humanity, calling for a referral to the International Criminal Court. -On August 31, UN High Commissioner for Human Rights Zeid Ra'ad Al Hussein, stressed that the protection and assistance of citizens must take priority before defeating the Islamic State, citing reports of heavy civilian casualties in Raqqa as evidence of the threat the remaining 20,000 civilians face. -US airstrikes stalled a convoy of 300 ISIS fighters and their families in a government-controlled part of the Syrian desert in an effort to prevent their advancement into ISIS-held territory near the Iraqi border. The convoy was traveling from the Syrian-Lebanese border to Syria's eastern province as part of an evacuation deal brokered between ISIS, Hezbollah and the Syrian Army. -Pro-government forces captured strategic al-Bishri mountain overlooking ISIS-controlled Deir Ezzor province, bringing government coalition forces within close range of ISIS positions. September 2017: On September 1, French Foreign Minister Jean-Yves Le Drian rejected a role for Assad in a political transition in Syria. -The Syrian Islamic Council called for Syria's AOGs to end their fragmentation and unite as one armed body under the Ministry of Defense in the Syrian Interim Government. Ahrar al-Sham, Failaq al-Sham, Liwa Ansar al-Sunnah and Jabha al-Shamiya supported the initiative. -SDF spokesperson, Jihan Ahmad, announced that the SDF had gained control over an estimated 65 percent of Raqqa city after capturing the Old City, the Great Mosque and al-Dariya neighborhood. SOHR reported that the SDF were still fighting to gain control over pockets of the Old City but added that the US-backed opposition forces held more than 90 percent of the surrounding area. -On September 2, Russian Aerospace Forces reported they had destroyed a convoy of 12 ISIS trucks carrying ammunition and weapons in Deir Ezzor province. -It was made public that the British Ministry of Defense had quietly halted its FSA training program and called back its training forces from Syria in late June 2017. -On September 3, pro-government coalition forces gained control of the remaining ISIS stronghold in Hama Governorate after capturing the town of Uqayribat and its surrounding areas. -On September 4, Syrian Interim Government Prime Minister Jawad Abu Hatab was appointed interim Defense Minister as part of a unification initiative launched by the Syrian Islamic Council in early September. Free Syrian Army factions formed a committee to select a Chief of Staff in consultation with the Prime Minister. -On September 5, the Secretary-General submitted the OPCW's forty seventh monthly report on the progress to eliminate chemical weapons in Syria to the Security Council. The report highlighted the preparations underway to confirm the status of the two remaining stationary above-ground facilities now that the security situation allows safe access and the upcoming high- level consultations with Syrian Deputy Foreign Minister, Dr. Faisal Mekdad, to clarify outstanding issues regarding the Syrian government's initial declaration. -Pro-government coalition forces reached the western perimeter of Deir Ezzor city, breaking a three-year ISIS siege of the government-held areas that had impacted 93,500 people. In support of the offensive, a Russian warship located in the Mediterranean Sea launched cruise missiles at ISIS positions near Deir Ezzor. -On September 6, SE Mistura said he expects a national ceasefire to follow shortly after ISIS has been pushed from its strongholds in Raqqa and Deir Ezzor. Although he stressed that the government "cannot announce victory", he called on opposition forces to accept defeat and focus on winning the peace through negotiations in October. -The UN Commission of Inquiry on Syria released a report on the major human rights and humanitarian law violations committed between March and July 2017. The Commission accused the Syrian government of using sarin gas in the April 4 Khan Sheikhoun attack and found US forces culpable of not taking "all feasible precautions" to protect civilians in the March 16 attack on al-Jinah Mosque. -According to Russian Foreign Minister, Sergey Lavrov, experts from Russia, Iran and Turkey made progress towards an agreement "on the parameters, configuration and methods of ensuring security in the de-escalation zone in the Idlib province" in Syria. -On September 7, Israel conducted airstrikes on the Scientific Studies and Research Center, a facility believed to house a chemical weapons manufacturing center, and a military base storing surface-to-surface missiles near government-stronghold Masyaf in Hama province. The Syrian Foreign Ministry called on the Security Council to denounce the airstrikes. -US-led coalition forces fighting ISIS announced that airstrikes had killed two ISIS leaders near Mayadin in the Deir Ezzor province on September 4, 2017. -The Head of the High Negotiations Committee, Riyad Hijab, rejected the SE Mistura's call for the opposition to accept defeat, declaring the UN mediation process a failure and calling on Syrians to demonstrate in support of the continuation of the revolution. On September 8, a convoy of 42 trucks carrying humanitarian aid for 80,000 people reached Deir Ezzor for the first time by land in three years. -US-led coalition surveillance aircraft departed its position monitoring an 11-bus convoy of ISIS fighters and their families after attempting to prevent its advance into ISIS-held territory in Deir Ezzor since August 29. The surveillance aircraft departed the airspace at the request of Russian military officials who were conducting an operation with pro-government forces close to the convoy's position. -The Syrian National Coalition (NCSRF) condemned calls from "regional and external parties" for Western-backed opposition groups Ahmed Al-Abdu and Ussoud Al-Sharqiya to cease fighting government forces in southeastern Syria and withdraw to Jordan. Both groups refused the request. -On September 9, pro-government forces broke a years-long siege of Deir Ezzor airbase and captured the Damascus-Deir Ezzor highway from ISIS. -SDF launched Operation Jazeera Storm to liberate Deir Ezzor province from ISIS. -On September 10, SDF reached the industrial zone to the east of Deir Ezzor city putting the US-backed coalition within 15 km (10 miles) of pro-government forces positioned to the west of the Euphrates river. -On September 11, the Jordanian Foreign Minister, Ayman Safadi, and Russian Foreign Minister, Sergey Lavrov, declared the ceasefire brokered by Jordan, Russia and the United States in the southern Syrian provinces of Daraa, Quneitra and Suweida on July 9 a success and reiterated their commitment to the establishment a de-escalation zone in the area as a step towards achieving a comprehensive cessation of hostilities and a political solution to the crisis. On September 12, pro-government coalition forces continued their push into ISIS-held territory in Deir Ezzor city. Russia and Syria warplanes conduct heavy bombardment in support, killing an estimated 69 people over the course of 72 hours. -Hezbollah leader, Sayyed Hassan Nasrallah, declared the war in Syria over, referring to the remaining fighting as "scattered battles". -ISIS defectors have massed in Syria's Idlib province with many planning to cross into Turkey before continuing to other parts of the Middle East, North Africa and Europe. -Iran and Syria sign a memorandum of understanding on cooperation in Syria's electricity sector. The arrangement, part of a series of bilateral deals formalizing Iran's role in Syria's reconstruction process, provides for the establishment of a new power generation station in Latakia and the rehabilitation of gas units and power generating plants in Damascus, Aleppo, Deir Ezzo and Homs. -On September 13, the remaining buses of the convoy of ISIS fighters and their families stranded for over two weeks in the Syrian desert reportedly reached Mayadin, in militant-held Deir Ezzor province, following the withdrawal of US surveillance aircraft on September 8 in respect of de-confliction arrangements with Russia. -The Russian Defense Ministry claimed that pro-government coalition forces controlled 85 percent of Syrian territory. SOHR disputed the claim, saying government forces held 48 percent of Syria. -Experts from Russia, Iran and Turkey met ahead of the sixth round of talks in Astana, Kazakhstan to "lay the groundwork" for negotiations on the establishment of de-escalation zone in Idlib province. -On September 14, Col. Ryan Dillon, spokesperson for the US-led coalition fighting ISIS, said SDF forces will not enter Deir Ezzor city, and will instead focus operations on areas south of the city along the Euphrates river. He also said US-backed SDF was in control of 63 percent of Raqqa city. -On September 15, Ahmad Abu Khawla, commander of the SDF-affiliated Deir Ezzor Military Council, declared that it will not allow government forces to cross to the eastern banks of the Euphrates river. -Representatives from Russia, Iran and Turkey reached an agreement on the delineation and monitoring mechanism for the implementation of a de-escalation zone in Idlib province and agreed to position observers in "safe zones". Russia circulated a draft resolution among the permanent members of the Council to welcome the outcome of the Astana talks. -On September 16, the SDF and US Coalition officials accused pro-government forces of attacking one of their positions in the industrial zone east of Deir Ezzor city, injuring 6 SDF fighters. According to US Coalition sources, Russia conducted the airstrike after the United States had denied its request to target the area. Russian Defense Ministry spokesperson Maj. Gen. Igor Konashenkov rejected the allegations, saying warplanes carried out "pinpoint strikes only on Islamic State targets that have been observed and confirmed through several channels." -High-level consultations commenced between the Syrian government and the OPCW aimed at clarifying all outstanding issues regarding Syria's initial declaration of its chemical weapons facilities. -On September 17, a convoy of 80 Turkish military vehicles deployed to Turkey's southern border, close to the Bab Al-Hawa and Rihaniyah crossings with Syria's Idlib Governorate, ahead of the implementation of a de-escalation zone agreement brokered at the recent Astana talks. -On September 18, pro-government coalition forces crossed to the eastern bank of the Euphrates river to within five kilometers of SDF positions. In the first sign of direct contact between the SDF and the pro-government forces, US-led coalition spokesperson Col. Ryan Dillon said "open lines" of communication were being maintained to prevent clashes between the two forces as they converge on ISIS positions. -After capturing the Deir Ezzor Military Airporst from ISIS fighters, pro-government forces began operating combat and supply missions from the airport. -The World Food Programme (WFP) reached formerly besieged parts of Deir Ezzor city by land for the first time since May 2014. WFP has discontinued its high-altitude airdrop operations in favor of road deliveries which will allow for more affordable, sustainable humanitarian access. -In a meeting on the sidelines of the UN General Assembly, Members of the "Friends of Syria" Group agreed they will not support reconstruction in Syria until there is a political transition "away from Assad." -During its 36th session, the Human Rights Council held an interactive dialogue with the Independent International Commission of Inquiry on Syria to discuss the continued targeting of civilians and the use of chemical weapons in the conflict, appealing to all parties to redouble their efforts to protect civilians and preserve civilian infrastructure. -On September 19, AOGs led by Hayat Tahrir Al-Sham (HTS), the Turkistan Islamic Party and Free Syrian Army affiliates launched an offensive against pro-government forces in northern Hama province in an effort to dismantle the de-escalation zone agreement on Idlib province brokered at the recent Astana talks. The offensive sparked intense Russian and Syrian bombardment of opposition-held territory in Hama and Idlib Governorates. Syrian government forces claimed the airstrikes targeted "terrorist supply lines" but SOHR alleged the strikes hit hospitals and towns, killing civilians. -The Syrian government asserted it will not accept Turkish forces on Syrian soil, effectively contradicting
This guide accompanies the following article: Doreen Anderson‐Facile and Shyanne Ledford, 'Basic Challenges to Prisoner Reentry', Sociology Compass 3/2 (2009): 183–195, 10.1111/j.1751‐9020.2009.00198.xAuthor's IntroductionCrime, incarceration and prisoner reintegration are pressing issues facing the United States today. As the prison population grows at record rates so, in turn, does the reentry of prisoners into society. The transition from prison to the outside world is often difficult for post‐release prisoners, their families, their communities and the larger society. Many formally incarcerated individuals do not have the skills or support to succeed outside prison walls. Unfortunately, when post‐release prisoners are not successfully reintegrated, they are often returned to prison and begin the cycle of incarceration.The following is a course designed around the basic challenges prisoners face upon reentry. The literature suggests that success depends in part on support and overcoming several barriers, such as homelessness and under/unemployment. This course begins with an examination of reentry barriers facing post‐release prisoners followed by an exploration of the relationship between prisoner reentry, race, gender, family, and employment and concludes with an assessment of ongoing research and public policy.Author RecommendsAnderson‐Facile, Doreen. (2009). 'Basic Challenges to Prisoner Reentry'. Sociology Compass, 3(2): 183–95.Anderson‐Facile's review of current research on prisoner reentry yields interesting results. Her article examines prisoner reentry as it relates to the barriers preventing successful reintegration. Anderson‐Facile begins with a look at incarceration and recidivism statistics leading readers through the barriers preventing reentry success. Barriers such as housing, family and community support, employment, and the stigma of a prison record make successful reentry difficult. Anderson‐Facile concludes with a look at current reentry programs. Anderson‐Facile highlights literature suggesting post‐release success begins with rehabilitation and ends with community support. The author notes that many successful programs are faith or character‐based. These programs focus on the individual and assist in substance abuse issues, vocational training, and transitional living arrangements. Finally, Anderson‐Facile notes that programs that work in one community may not show success in other communities, therefore concluding that matching programs with communities is a critical component for assuring post‐release success.Dhami, Mandeep K., David R. Mandel, George Loewesnstein, and Peter Ayton. (2006). 'Prisoners' Positive Illusions of Their Post‐Release Success'. Law and Human Behavior30: 631–47.Dhami et al. examine prisoners' forecasts of reentry success as this may have implications for how prisoners respond to imprisonment, release, and parole decisions. The authors examine sentenced US and UK prisoners' predictions for personal recidivism. The authors also asked UK prisoners how successful they will be compared to the average prisoner. Overall, both samples yielded overly optimistic, unrealistic beliefs about personal reentry success when compared to official data. The UK participants demonstrated a self‐enhancement bias by expressing that they would fair far better than the average prisoner. The authors conclude their article by discussing the implications of their findings and suggest future research possibilities.Holzer, Harry J., Steven Raphael, and Michael A. Stoll. (2002). 'Can Employers Play a More Positive Role in Prisoner Reentry? Urban Institute's Reentry Roundtable'.The authors report that in the early 21st century over 600 000 prisoners were released each year from prison and three million or more ex‐prisoners were in the general population. Holzer et al. indicate that one of the greatest hurdles for a newly released prisoner is finding employment because, as applicants, they are faced with an aversion on the employers part to hiring ex‐offenders. Holzer et al. explore the extent and nature of this aversion. Holzer et al. maintain that interventions by other agencies can help mediate employer aversions to hiring post‐release prisoners.La Vigne, Nancy G., Diana Brazzell, and Kevonne M. Small. (2007). 'Evaluation of Florida's Faith‐ and Character‐Based Institutions'. The Urban Institute.La Vigne et al. produced a summary of the findings from a 'process and impact' evaluation of two of Florida's faith and character‐based programs, also known as FCBIs. The authors' note that FCBIs are founded on principles of self‐betterment and faith development and are often ran by volunteers. The authors gathered data in the following ways: one on one interviews, semi structured interviews with staff members at all levels, focus groups with inmates, administrative data/official documents, and telephone and email communications with state corrections personnel. The authors noted that at six months, male FCBI housed participants were more successful than post‐released prisoners housed in Federal Department of Corrections (FDOC) facilities.La Vigne, Nancy G., Rebecca L. Naser, Lisa E. Brooks, and Jennifer L. Castro. (2005). 'Examining the Effect of Incarceration and In‐Prison Family Contact on Prisoners' Family Relationships'. Journal of Contemporary Criminal Justice21(4): 314–35.In this article, La Vigne, Naser, Brooks and Castro look at the role of the family in recidivism rates. Specifically, they examine the role of in‐prison contact with family members on released prisoner success. This article first defines family and then looks at the quality of familial bonds at imprisonment and during incarceration. Next, they examine the inter‐personal bonds in relationships, i.e., parent–child vs. husband‐wife of these post‐released prisoners. The authors' findings were inconsistent. For example, in some situations in‐prison contact was detrimental on family relationships and ties, wherein other cases the same contact served to strengthen the family and create a tighter network of family support for the newly released prisoner. These findings suggest further research is necessary.Pager, D. (2003). 'The Mark of a Criminal Record'. The American Journal of Sociology108(5): 937–75.Pager examined the relationship between prior incarceration and race on employment on two teams of subjects. One team consisted of two 23‐year‐old, white men and the other team was two 23‐year‐old, African‐American men. The two teams were nearly identical in personality, appearance, skills and employment history. The variables were race and criminal record. The findings suggest that race and employment history are important factors on post‐released employment. Thirty‐four percent of white applicants without criminal backgrounds received a call back while only 14 percent of black applicants without criminal backgrounds got called back. Seventeen percent of white applicants with criminal records received call backs while only 5 percent of black applicants with criminal records received call backs. These findings indicate that race and not prison record is a greater determinant of employment.Parsons, Mickey L. and Carmen Warner‐Robbins. (2002). 'Factors That Support Women's Successful Transition to the Community Following Jail/ Prison'. Health Care for Women International23: 6–18.Parson and Warner‐Robbins simply state the purpose of their article is to describe the factors that support the successful reentry of post‐release women into the community. The authors look at a specific program called Welcome Home Ministries (WHM), a community‐based program. The authors examine the demographics of the population, the rising incarceration rates, issues that lead to incarceration, and support for post‐release mothers. Through qualitative interviews with women who were participating in WHM programs upon release many themes emerged. The authors argue that these themes lead to implications about what future programs need to support women who are transitioning from prisoner to general public.Seiter, Richard P. and Karen R. Kadela. (2003) 'Prisoner Reentry: What Works, What Does Not, and What is Promising'. Crime and Delinquency49(3): 360–88.Seiter and Kadela examine the nature of the reentry issue and explore which reentry programs show success in reducing recidivism. The authors note a swing from modified sentencing to determinate sentencing which increases length of incarceration as an additional factor in successful reentry. Seiter and Kadela define reentry, categorize programs for prisoner reentry, and use the Maryland Scale of Scientific Method to determine program effectiveness. The authors find that programs that emphasized vocational training and employment development yield the most success.Travis, Jeremy and Joan Petersilia. (2001). 'Reentry Reconsidered: A New Look at an Old Question'. Crime and Delinquency47(3): 291–313.Travis and Petersilia drive prison reform by providing research‐based implications for revamping the current system of prisoner management. While prisoners have always been arrested and released, the authors point out that the numbers of both are increasing. They believe this is a call to action. Travis and Petersilia look at changing sentencing policies, changes in parole supervision, and how the removal and return of prisoners influence communities. The authors highlight the astronomical increase of prisoners at a time when sentencing policies are changing and are often inconsistent. They examine parole, the demographics of transitioning inmates, and the links between reentry and five social policies. The findings provide guidance for development of reentry policies.Wacquant, Loic. (2002). 'Deadly Symbiosis: Rethinking Race and Imprisonment in Twenty‐ First‐Century America'. Boston Review27(2): 22–31.Waquant begins his article with three abrupt facts about racial inequality and imprisonment in the United States all of which point to a 'blackening' of the nations prisons. The author points out that the high percentage of black people incarcerated in the United States is a direct result of four institutions; slavery, the Jim Crow System, the organizational structure of urban ghettos and the growing prison system. One of the main findings, according to Waquant, is that when laws and social reform restricted segregation (technically ended), the prisons picked up where society left off. Essentially he argues that, as evidenced by the ghettos and increasing numbers of African‐Americans behind bars, the prison serves to reaffirm racial inequality.Online MaterialsDepartment of Justice http://www.usdoj.gov/Urban Institute http://www.urban.org/California Departmen of Corrections and Rehabilitation http://www.cdcr.ca.gov/Bureau of Justice Statistics http://www.ojp.usdoj.gov/bjsLloyd Sealy Library at John Jay College http://www.lib.jjay.cuny.edu/Pew Center http://www.pewresearch.org/Sample Syllabus Week 1: Introduction to Prisoner Reentry Anderson‐Facile, Doreen. (2009). 'Basic Challenges to Prisoner Reentry'. Sociology Compass 3/2: 183–95.Visher, Christy A. and Jeremy Travis. (2003). 'Transitions from Prison to Community: Understanding Individual Pathways'. Annual Review of Sociology29: 89–113. Week 2: Introduction to Prisoner Reentry Continued Travis, Jeremy and Joan Petersilia. (2001). 'Reentry Reconsidered: A New Look at an Old Question.'Crime and Delinquency 47/3: 291–313.The Urban Institute. 'Beyond the Prison Gates: The State of Parole in America. A First Tuesday Forum.'http://www.urban.org/url.cfm?ID=900567, November 5, 2002. Week 3: Incarceration, Reentry, and Race Pettit, Becky, and Bruce Western. (2004). 'Mass Imprisonment and the Life Course: Race and Class Inequality in US Incarceration.'American Sociological Review69: 151–169.Wacquant, Loic. (2002). 'Deadly Symbiosis: Rethinking race and Imprisonment in twenty‐first‐century America'. Boston Review 27/2 (April/May): 22–31.Marbley, Aretha Faye and Ralph Ferguson. (2005). 'Responding to Prisoner Reentry, Recidivism, and Incarceration of Inmates of Color: A Call to the Communities'. Journal of Black Studies 35/5(May): 633–49. Week 4: Incarceration, Reentry, and Gender O'Brien, Patricia. (2007). 'Maximizing Success for Drug‐Affected Women after Release from Prison: Examining Access to and Use of Social Services During Reentry'. Women & Criminal Justice 17/2&3: 95–113.Severance, Theresa A. (2004). 'Concerns and Coping Strategies of Women Inmates Concerning Release: 'It's Going to Take Somebody in My Corner"'. Journal of Offender Rehabilitation 38/4: 73–97.Parsons, Mickey L. and Carmen Warner‐Robbins. (2002). 'Factors that Support Women's Successful Transition to the Community Following Jail/ Prison.'Health Care for Women International23: 6–18. Week 5: Incarceration, Reentry, and Family/ Home La Vigne, Nancy G., Rebecca L. Naser, Lisa E. Brooks, and Jennifer L. Castro. (2005). 'Examining the Effect of Incarceration and In‐Prison Family Contact on Prisoners' Family Relationships'. Journal of Contemporary Criminal Justice 21/4 (November): 314–35.Pearson, Jessica and Lanae Davis. (2003). 'Serving Fathers Who Leave Prison'. Family Court Review 41/3(July): 307–20.Roman, Caterina Gouvis and Jeremy Travis. (2004). 'Taking Stock: Housing, Homelessness, and Prisoner Reentry,'The Urban Institute.http://www.urban.org/url.cfm?ID=411096, March 8, 2004. Week 6: Incarceration, Reentry, and Employment Pager, Devah. (2003). 'The Mark of a Criminal Record,'American Journal of Sociology 108/5 (March): 937–75.Solomon, Amy L., Kelly Dedel Johnson, Jeremy Travis, and Elizabeth C. McBride. (2004). 'From Prison to Work: The Employment Dimensions of Prisoner Reentry'. Urban Institute Justice Policy Center. October 2004, pp. 1–32. Week 7: Incarceration, Reentry, and Employment Continued Holzer, Harry J., Steven Raphael, and Michael A. Stoll. (2002). 'Can Employers Play a More Positive Role in Prisoner Reentry? A Roundtable Paper'. The Urban Institute, March 20–21, 2002, pp. 1–16.Harrison, Byron, and Robert Carl Schehr. (2004). 'Offenders and Post‐Release Jobs: Variables Influencing Success and Failure'. Journal of Offender Rehabilitation 39/3: 35–68. Week 8: Prisoner Reentry: What Works? MacKenzie, Doris Layton. (2000). 'Evidence‐Based Corrections: Identifying What Works'. Crime and Delinquency46: 457–71.Petersilia, Joan. (2004). 'What Works in Prisoner Reentry? Reviewing and Questioning Evidence'. Federal Probation 68/2 (September): 4–8.Seiter, Richard P. and Karen R. Kadela. (2003). 'Prisoner Reentry: What Works, What Does Not, and What is Promising,'Crime and Delinquency 49/3 (July): 360–88. Week 9: Incarceration, Reentry, Research and Public Policy Lynch, James P. (2006). 'Prisoner Reentry: Beyond Program Evaluations.'Criminology and Public Policy 5/2: 401–12.Pager, Devah. (2006). 'Evidence‐Based Policy for Successful Prisoner Reentry'. Criminology and Public Policy 5/3: 505–14.La Vigne, Nancy G. Diana Brazzell, and Kevonne M. Small. (2007). 'Evaluation of Florida's Faith‐ and Character‐Based Institutions'. The Urban Institute http://www.urban.org/url.cfm?ID=411561, October 1, 2007.Jacobson, Michael. (2006). 'Reversing the Punitive Turn: The Limits and Promise of Current Research'. Criminology and Public Policy 5/2: 277–84. Week 10: Incarceration, Reentry, and Outcomes Dhami, Mandeep K., David R. Mandel, George Loewenstein, and Peter Ayton. (2006). 'Prisoners Positive Illusions of Their Post‐Release Success'. Law and Human Behavior30: 631–47.Richards, Stephen C., James Austin, and Richard S. Jones. (2004). 'Kentucky's Perpetual Prisoner Machine: It's About Money'. The Review of Policy Research 21/1: 93–106.Suggested ReadingsEvans, Donald G. (2005). 'The Case for Inmate Reentry'. Corrections Today pp. 28–9.Lynch, James P. and William J. Sabol. (2001). 'Prisoner Reentry in Perspective'. Crime Policy Report3: 1–25.'One in 100: Behind Bars in America 2008'. The Pew: Center on the States 2008, pp. 1–35.Petersilia, Joan. (1999). Parole and Prisoner Reentry in the United States, The University of Chicago.Petersilia, Joan (2003). When Prisoners Come Home: Parole and Prisoner Reentry. New York: Oxford University Press. ISBN 0‐19‐516086‐x.Travis, Jeremy, Amy L. Solomon, and Michelle Waul. (2001). 'From Prison to Home: The Dimensions and Consequences of Prisoner Reentry'. The Urban Institute.Young, D. Vernetta and Rebecca Reviere (2006). Women Behind Bars. London: Lynn Rienner Publishers. ISBN 1‐58826‐371‐1.Focus Questions
Think about the kind of crimes for which people are imprisoned. What types of crimes do you think the majority of the prisoners commit? What precursors would lead to someone being arrested and eventually imprisoned for these types of crimes? What is the likelihood that these factors remain upon release? Do you think prison should be rehabilitative or punitive? Do you think prison is always the best option for criminal behavior (in other words, is the old adage 'if you do the crime you need to do the time' valid?). Why are incarceration and recidivism rates different across race and class? How do you explain the disparities in incarceration rates for people of color? What kind of programs, if any, do you feel should be incorporated into a prison sentence (i.e. job training, counseling, AA, NA, religious opportunities, etc.). Suggested Culminating Activity: Students are to design a pilot program to assist prisoners successfully reenter into the community. Students must have the following parts in their report/ presentation: Prison/Community Summary (what population and community do you want to serve), Program Summary and Justification (what is the program – how does it work and why do you think it is a valuable program), Requirements for Participation in Program, Barriers to Success, Assessment/ Measurement of Success/ Failure, and Conclusion. Students must briefly site articles from this course to support their methodologies and indicate the problems they suspect they will face as they try to determine the success or failure of their program. Budgets and money are a non‐issue. In the 'real' world budgets are always an issue but for the purpose of this assignment they are not. However, when designing your program you should consider whether your design is financially feasible.. The goal of such an assignment is for students to recognize the barriers prisoners face to successful reentry, the evidence and research that goes into creating prisoner policies, and that a program must be multi‐faceted and comprehensive in order to provide a platform for former inmate success.
This sample syllabus above is modeled after a 10 week term. It is recommended for longer terms, that the following book be utilized:Irwin, John. (2005). The Warehouse Prison. California: Roxbury Publishing Company.ISBN: 1‐931719‐35‐7.John Irwin derived his data from a prison in Solano County, California. Irwin watched as incarceration rates doubled between 1980 and 2000 despite crime levels staying relatively stable. Irwin notes that most of the prisoners in his study were incarcerated for 'unserious' crimes and were often treated in unethical ways. Irwin begins by examining incarceration rates, the demographics of the prison population, problems prisoners faced while incarcerated, post‐release difficulties and hurdles, and the societal costs of the prison super‐structure. Irwin offers a thorough examination of why prisoners are incarcerated, what they face while inside prison walls, what challenges they face once released, and the financial implications of imprisoning people.
