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India's Prime Minister Narendra Modi, who has been in power for ten years, is seeking a third term in office. His goal is to restore the country to the preeminent position it supposedly lost due to previous Muslim and British rulers.He is kicking off the 2024 election year with the inauguration of the Ayodhya temple intended to liberate Hindus from the alleged enslavement they endured for 1,200 years.His supremacist ideology aims to transform the Hindu majority into an electoral majority. By intertwining politics and religion, it turns Muslims and Christians into aliens worthy only of the status of second-class citizens.Rarely has Hindu nationalist pride been so deeply flattered in India as at the start of 2024. With general elections looming in the South Asian giant – a huge ballot set to stretch over the months of April and May to allow hundreds of millions of voters to go to the polls – Narendra Modi is running for a third five-year term. He aims to make the religious question the common thread running through his campaign. On January 22nd, 2024, before an all-male audience of 8,000 devotees, the head of government of the world's most populous country (1.43 billion inhabitants) led the solemn consecration of the Hindu temple currently under construction in Ayodhya, a holy city located on the Ganges plain. Boycotted by the opposition, this surreal piece of stage management is one of the most significant political events in India's contemporary history since the country gained independence in 1947.This inauguration marks the fulfilment of the Hindu supremacist fantasy formulated almost a century ago by the Rashtriya Swayamsevak Sangh (RSS), the association of the nation's volunteers founded in September 1925 in the city of Nagpur, at the exact geographical centre of the Indian subcontinent. The apparatchik Modi, born in 1950, was indoctrinated in the organisation from the age of eight and made his career there, before winning election mandates from the 2000s onwards. As the central core of the Hindu nationalist constellation around which dozens of student, workers' and farmers' organisations, publishing houses and charities orbit, as well as the Bharatiya Janata Party (BJP), the Indian People's Party – its political showcase –, the RSS considers the Ayodhya temple its ultimate Holy Grail. Narendra Modi made it happen. Ayodhya is becoming what Mecca is to Islam: the holiest place in Hinduism. The prime minister opened an international airport on December 31st, 2023, to draw millions of pilgrims from all over the world. In the eyes of the Indian people, the far-right leader is now either a timeless sage, detached from the material condition, or a fanatical guru.An authoritarian regime with theocratic overtonesNever had an Indian prime minister indulged in such a masquerade, but the West was unmoved. After receiving Narendra Modi in Paris with the greatest possible republican decorum for Bastille Day on July 14th, the French national holiday celebrating the homeland of human rights, Emmanuel Macron was the guest of honour of his Indian "friend" on January 26th, 2024, in Delhi. Initially, Joe Biden was to have been invited to the Republic Day military parade marking the anniversary of the Indian constitution. The US president reluctantly declined to attend in the wake of the recent attempted assassination of an American citizen of Indian origin in New York, an opponent of the Modi regime. Washington accuses the Indian secret service of being behind the attempt on his life.Yet India is well and truly in the process of exiting the democracy camp and sliding into an authoritarian regime with theocratic overtones, and not because prelates are taking the reins of the country – Hinduism has no clergy whatsoever – but because the policies pursued at the top of the state are driven solely by religious considerations, in defiance of the secularist thinking of India's founding fathers, Mahatma Gandhi and Pandit Jawaharlal Nehru in particular. The current government is at pains to consign them to the dustbin of history, as well as other figures who are less well known in Europe, such as Nehru's right-hand man Vallabhbhai Patel and Babasaheb Ambedkar, the principal drafter of the constitution enacted in 1950.Like Recep Tayyip Erdogan in Turkey, Narendra Modi is striving to merge religion1, nation and leadership, flying in the face of India's secular constitution. Describing India as "the world's largest democracy" no longer makes much sense today. More or less free elections are still held at the national and state levels, there is still a multi-party system and political changeovers occur regularly. But the foundations of democracy and the rule of law that typically accompany that are being eaten away and undermined one after another. The judiciary has been brought to heel, all the way up to its highest level, the Supreme Court. India's election commission, which is supposed to guarantee the pluralism of universal suffrage, has been placed under executive control; as recently as December 2023, the reform of the procedure for appointing its members made them entirely dependent on the government. In ten years, 17,000 international NGOs have been expelled from the country; opponents and what remains of the independent press has been severely repressed, and history has been completely rewritten in school textbooks. Fear reigns everywhere.The latest figures released in 2023 show that the ruling party attracts more than two-thirds of private donations to politics, and in a very opaque way. It has an unrivalled strike force, both human and financial, which it deploys without limit, particularly on social media. The BJP has become a bulldozer against which opposition parties have virtually no resistance in the northern half of the subcontinent, with the notable exception of Punjab state in the west, and Bengal state in the east, the traditional stronghold of Indian communism. Only the southern half of India holds its own, with the BJP proving unable to make inroads in most of the Deccan states, from Kerala to Telangana, taking in Tamil Nadu.Three heavyweight institutions have taken note of India's worrying new situation, downgrading it on the scale of democracies. For the past three years, the Swedish V-Dem Institute at the University of Gothenburg has classified India as an "electoral autocracy", a regime that looks like a democracy but which one by one scuttles all the checks and balances that could safegard the balance of power. The American NGO Freedom House counts it among "partially free" countries, while the International Institute for Democracy and Electoral Assistance, an intergovernmental organisation based in Stockholm, places it among the "declining" democracies. In the World Press Freedom Index compiled and published by Reporters Without Borders, India has dropped to 161st place out of 180.Iniquitous laws, often inherited from British occupation, on the offence of sedition or religious conversion are used to silence any dissenting voice. Anyone who is not on Modi's side is automatically considered an enemy of the prime minister, an enemy of Hindus and an enemy of the nation. Renowned political analyst Pratap Bhanu Mehta said as much recently in an interview with The New York Times: Indian democracy is under "very worrying" assault and "a sense of fear" is spreading about "the direction it is taking".1Back on August 5th, 2020, for the laying of the foundation stone of the Ayodhya temple, Narendra Modi was transformed into a high priest, dressed from head to toe in a gold-coloured tunic and draped with a saffron stole, the orange fetish of Hindu nationalists. The date had not been chosen at random. Exactly one year earlier, his government had brutally placed Jammu and Kashmir, the only Muslim-majority state in the Indian Union, under siege, blocking internet access, imprisoning local leaders, abolishing the regional executive and parliament and banning all foreign journalists. A year later, surrounded by priests and ascetics, the Hindu nationalist leader performed a Vedic liturgy, chanting endless mantras before unveiling the foundation stone of the future edifice.On many other occasions, Modi has shamelessly mixed politics and religion. On December 13th, 2021, the member of parliament for Varanasi (formerly Benares), the holy city with its famous funeral pyres where the most fervent believers dream of achieving moksha, the end of the cycles of reincarnation, inaugurated an architectural complex leading to the Ganges by immersing himself in the river, again dressed in saffron, his forehead crossed with the tripundra, three horizontal lines drawn in ashes that symbolise the god Shiva.More recently, on May 28th, 2023, India's strongman took religious symbolism a step further by unveiling the interior of the new parliament building in Delhi. Drawn to the theatre since early childhood, the septuagenarian leader indulged in a totally inappropriate show. He did not see fit to invite the president of the republic, Droupadi Murmu, even though, according to the constitution, parliament is the product of the people and the head of state, however symbolic the latter's role may be. Narendra Modi lay on his stomach in front of around 30 half-naked sadhus, contemplative recluses, before entering the new hemicycle with his face deep in contemplation, carrying a long golden sceptre against his chest, which he religiously placed next to the high chair of the speaker of the house. That day, for all to see, the temple of democracy was converted into a Hindu temple.The monarchical ceremony enabled Modi to appropriate the symbolism of a relic dating back to the Cholas, the Tamil dynasty whose Hindu empire (300 BC-1279) gloriously resisted the Muslim invasions that swept across the north of the subcontinent from the 7th century onwards. It was also used to stage a hoax. According to the prime minister's entourage, the sceptre in question was given to Nehru by the British on the day they left India. Vehemently contested by historians, this account was a means of legitimising an Indian right wing invested with an allegedly divine power. All the better to make people forget its past collaborationist activities with the British crown. In the three decades leading up to 1947, the Hindu Mahasabha (Hindu Grand Assembly), a forerunner of the BJP, had distinguished itself for its involvement in the workings of the occupying power's administration.An outrageous cult of personality A century later, it is a question of concealing this fact and acquiring new virtue, at a time when the 21st century is shaping up to be "India's century", as Modi is convinced. This is why he worked so hard to ensure that his country took over the rotating presidency of the G20 from Indonesia in 2023, when it should have held it in 2022. It was a ploy designed to make Modi look like one of the world's leading politicians in the run up to the Indian general elections. The pomp with which the leaders of the 20 countries in this club were received at the Delhi summit last September was only matched by the propaganda deployed by the Indian authorities to capitalise on it.Accustomed to an astonishing cult of personality, Modi's face is everywhere: in railway stations and airports, on bags of food rations distributed to the most destitute, on Covid vaccination certificates, in the press to the point of overkill. One figure speaks volumes: his government spends the equivalent of €230,000 a day on buying advertising space in the media. Since the end of December, life-size cardboard cutouts of Narendra Modi have been set up in all railway stations and schools so that Indians, from the youngest to the oldest, can take selfies with him. It is an election stunt, financed with taxpayers' money. For the G20 summit itself, it was impossible take two steps on the capital's streets, or in any of India's major cities, without coming across a giant portrait of the prime minister bearing the logo of the world summit and the slogan chosen for the occasion: "One Earth, One Family, One Future". In other words, the future of the planet will not be played out without India.For the Hindu nationalist leader, the primary goal is to restore the country to the first-rate position it lost because of the Muslims and the British colonists of the East India Company. First-rate, because India invented not only yoga and Ayurvedic medicine, but also, and millennia ago, aviation, cosmetic surgery, in vitro fertilisation and the internet – at least according to several BJP leaders, who spout such nonsense with the utmost seriousness at scientific conferences. If Modi wants to free Indians from the slavery of which he claims they have been victims for 1,200 years, it is because he believes the time has come to heal what the writer Vidiadhar Surajprasad Naipaul (in 1976) called the "wounded civilisation". According to the winner of the 2001 Nobel Prize for Literature, India's decline began in 1565, when the sultanates of the young Mughal Empire brought down Vijayanagar, capital of the last great Hindu empire, now an archaeological site known as Hampi, in Karnataka.This saga, seen as an unmitigated disaster by RSS militants, is analysed as the inescapable culmination of Hindu vanity by Salman Rushdie in his latest novel, Victory City (2023). A native of Bombay, the American-British writer spins a mythical tale of the rise, then decline and fall of Vijayanagar after it became a reactionary dictatorial regime, which the reader might take as an allusion to the current situation in India: "Many people are suffering from this new hard line but they are keeping quiet, because (the king) has created a squadron of henchmen who react harshly to the slightest sign of dissent. There is a hard core, a small group that rules, and most people of a certain age fear it and hate it. Unfortunately, a significant proportion of young people support it, saying that the new 'discipline' is necessary to safeguard their identity."The principles of secularism trampled underfootWhatever the historical interpretation, the erection of the monumental Hindu temple at Ayodhya is presented by the Vishva Hindu Parishad (VHP), the World Hindu Council, an association linked to the RSS and responsible for the work, as a victim-based interpretation of this distant past. It is intended, it says, to "save the world from Christians and Muslims".2 The consecration of the temple could have passed for a political act like any other had Narendra Modi been inclined, since he came to power ten years ago, to cut the ribbon on a new mosque here, on a new church there. Given India's religious diversity, doesn't the secularism enshrined in the preamble to the Indian constitution establish a secular model in which the state authorises the presence of all faiths in the public arena and ensures each individual can express their beliefs, whatever they may be?Modi, however, has done nothing of the sort. Accused of having allowed anti-Muslim pogroms of an exceptional barbarity to take place in 2002 in his native region of Gujarat, a state bordering Pakistan he had taken charge of a few months earlier (the United States banned him from the country for years over the violence), he has only one idea in mind: to establish the superiority of Hindus over the rest of the population. And to assimilate the Indian nation to Hinduism, seen not as a religion but as a millennia-old culture, a philosophy, a way of life and even, for the most radical, a race. His political family sums up this vision in the term "Hindutva", a concept coined by Vinayak Damodar Savarkar. According to the ideologue to whose ideas the founders of the RSS subscribed, to deserve Indian nationality it is imperative to be Hindu. And a Hindu can only be someone who considers the territory3 of India not only as their homeland, but above all as their holy land.This view effectively relegates to the rank of second-class citizens all those who belong to a religion described as "foreign": Islam and Christianity, of course, as well as Zoroastrianism imported by the Persians, and Judaism, whose representatives are now very few in number in India. In contrast, the BJP regime, which has been in power since May 2014, is much more tolerant of religions closely or distantly linked to Hinduism, because of their indigenous character, like Buddhism, Sikhism and Jainism. In this respect, the policy pursued by the autocrat Modi is populist, since in the name of a supposed homogeneity of the people, in this case the overwhelming Hindu majority, it fosters popular resentment against real and above all supposed foreigners, in order to promote a policy of exclusion by authoritarian means. Arbitrary arrests of Muslims and Christians, as well as the destruction of their homes and businesses, have become commonplace, generally under the eyes of an impassive police force.This policy, incidentally, confirms the disturbing affinities observed for nearly a century between the Hindu nationalism promoted by the RSS and Zionism, affinities that have been strengthened by the emergence of Islamist movements on a global scale. As the French researcher Christophe Jaffrelot has analysed in a number of recent publications, "majoritarianism", whether Hindu or Jewish, feeds on "ethno-nationalist ideologies that give priority to factors such as race, territory and nativism" and sees the individuals who make up the Muslim minority as "sub-citizens"3.It is no coincidence that Israel, a strategic partner for more than 30 years and a leading arms supplier, has grown considerably closer to India since Narendra Modi took office as prime minister and Benyamin Netanyahu has been in power in Israel. After the Hamas terrorist attack on Israel on October 7th, 2023, the Indian leader drew parallels with the Mumbai attacks and hostage-taking perpetrated by Pakistani Islamists in November 2008. With just a few months to go before the Indian general elections, he has found a fresh opportunity to wave his Islamophobic red rag to rally Hindu voters around him.Emigration on the riseMaintaining the confusion between Islam and terrorism is a tried and tested practice for him. When he was elected Gujarat chief minister in 2002, he referred extensively to the September 11th, 2001, attacks in the United States, as well as the terrorist attack on the Indian parliament in December of the same year. In 2019, when he was up for re-election as prime minister at the end of his first term, he made security the central theme of his campaign in the wake of a terrorist attack on an Indian army convoy in Kashmir, ordering surgical airstrikes on Pakistan in retaliation. This operation won him re-election by a landslide, with a record absolute majority for the BJP: 303 seats out of a total of 543.If Modi can bring the religious question to the fore in 2024, it is because he holds all the power in his hands. In 2014, he masked his intentions to reach the top. With the Hindu nationalists behind him, he preferred to seduce the rest of the electorate, on the sound advice of his communication experts, by promising them "development", in the image of the Gujarat model that he prided himself on having put in place in his home region, after ensuring that he had the employers and a number of prominent billionaires in his pocket.The promise of better days ("achhe din"), of economic growth and its expected benefits, has nevertheless fizzled out. Over the last ten years, India's gross domestic product (GDP) has grown by more than 60%. But in the previous decade, when the Indian National Congress was in power, it grew by nearly 100%. Narendra Modi says he is in charge of "the fifth-largest economy in the world", except that on a per capita basis, the wealth produced is no better than that of Bangladesh or Zimbabwe. Since he took office, public debt has soared to exceed the value of GDP, unemployment has reached record levels (to the extent that the publication of official statistics has been banned), causing more and more young people to flee abroad in search of a good education.Hundreds of thousands of people desperate to find work are also leaving the country, as highlighted by the plane intercepted on French soil before Christmas 2023. The aircraft belonging to the Romanian charter company Legend Airlines, was taking educated Indians, many of them from Gujarat, to Nicaragua, from where they hoped to go to Mexico and then into the United States. In 2023, no fewer than 100,000 Indians attempted to enter the country illegally, compared with 64,000 in 2021 and 20,000 in 2019. Currently, 2 million Indians leave their country every year. And since Narendra Modi came to power, 1.4 million Indian citizens have renounced their nationality.The tragedy of migration comes on top of an unprecedented widening of the gap between rich and poor, with 1% of the Indian population owning three-quarters of the national wealth, while the poorest half owns just 3% of that same wealth. India ranks 132nd in the UN Human Development Index, and according to the World Bank, 30% of its inhabitants live on less than $1.90 a day. When the government renewed the basic food aid programme last year, aimed at families who were not getting enough to eat, it was forced to recognise that there were 800 million beneficiaries. More than one in every two Indians.An openly Islamophobic discourseOne thing is certain: the completion of the Ayodhya temple brings to a close a sequence of three decades of debates, crises and bloody riots between the Hindu majority on the one hand, who make up 80% of the population and who Narendra Modi's BJP needs to turn into a majority at the ballot box, and the Muslim minority on the other, which accounts for "only" 14% but represents 200 million people, the third-largest Muslim population in the world after Indonesia and Pakistan. To appreciate the political stakes involved in this Ayodhya affair, one needs to know that the supreme holy city is the birthplace of Rama, the mythical ruler of antiquity who became a deity in the Middle Ages. Rama, whose epic Ramayana recounts the quest for his wife Sita kidnapped by the devil, is as important to Hindus as the trinity of Brahma, Vishnu and Shiva. In the highest echelons of the BJP, it is not uncommon to hear it said that Modi is "the new Rama". As if the prime minister were a living god relegating all the great national figures of the past to insignificance, first and foremost Nehru, whom Modi has vowed to beat in terms of longevity in power (almost 17 years).The commemoration of the return of the royal couple Rama and Sita to the city of Ayodhya, illuminated by millions of candles, gives rise every year to Diwali, the festival of lights considered in northern India to be the Hindu New Year. Diwali is another way of forgetting the era when India was ruled by Muslims, which it was in whole or in part until the 19th century. Ayodhya, an ancient town on the great plain of the Ganges, was chosen by the founder of the Mughal Empire, Zahīr ud-Dīn Muhammad, Babur, to build a mosque at the beginning of his reign. In the 18th century, the building began to cause controversy, with some Hindus claiming that before Babur's mosque a temple dedicated to Rama had stood on that very spot, an assertion that has never been confirmed by any archaeological excavation, or even by his birthplace.In the early 1990s, the leaders of the BJP organised a procession covering several thousand kilometres in the north of the country, from the west coast of Gujarat to Ayodhya, with the aim of rallying crowds around the idea of demolishing the mosque and building a grandiose Hindu temple in its place. The nationalist parade drew in 75,000 volunteers and sparked outbreaks of violence in many places, under the leadership of the party president at the time, Lal Krishna Advani. This unprecedented operation culminated on December 6th, 1992, in dozens of rampaging fanatics climbing the domes of the mosque to demolish it with pickaxes and hammers, triggering a period of riots that left 2,000 people dead, the vast majority of them Muslim, and thousands injured in various parts of India. Behind the scenes, a local BJP boss in his forties with a chubby face and black beard meticulously organised every detail of the procession. His name? Narendra Modi.ReferencesNaipaul, Vidiadhar Surajprasad. India: A Wounded Civilization, V.S. Naipaul, Paperback, 1976. Rushdie, Salman. Victory City, Random House, 2023. Notes:1- "India is transforming. But into what?", Pratap Bhanu Mehta, The New York Times, December 12th, 20232- According to Triloki Nath Pandey, a VHP leader, in an interview with the author in 2019.3- "From Savarkar to Golwalkar, why Hindutva admires Zionism", Christophe Jaffrelot, Kalrav Joshi, The Indian Express, December 7th, 2023*Guillaume Delacroix is co-author with Sophie Landrin of the essay "Dans la tête de Narendra Modi" (Actes Sud, in press)All the publications express the opinions of their individual authors and do not necessarily reflect the views of CIDOB as an institution.DOI: https://doi.org/10.24241/NotesInt.2024/300/en

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Students' Headquarters —FOR-HATS, SHOES AND GENT'S FURNISHING Sole Agent for WALK-OVER SHOE Eckert's Store. Prices always right The Lutheran puMicafajSocietiJ No. 1424 Arch Street PHILADELPHIA, PA. Acknowledged Headquarters for anything and everything in the way of Books for Churches, Col-leges, Families and Schools, and literature for Sunday Schools. PLEASE REMEMBER That by sending your orders to us you help build up and devel-op one of the church institutions with pecuniary advantage to yourself. Address HENRY. S. BONER, Supf. ' THE MERCURY. "ODE ALGERICAS CONFERENCE." H. BRUA CAMPBELL. '06. ON January 16th, 1906, at Algericas, a Spanish town of about 13000 inhabitants, six miles west of Gibralter, the opening session of the conference of the Powers with re-ference to the Moroccan question was held, and at this writing the conference is still in session, only matters of secondary im-portance having as yet been adjusted. The Moroccan affair is one that is of vital importance from an international standpoint and the questions pertaining thereto have been a matter of dispute for a number of years. Several decades ago the powers of Europe found it necessary to call a halt to the abuses that existed in Morocco, and to that end summoned a conference at Madrid in 1 880 to consider the re-forming of that country. At this conference the Powers form-ally undertook the work of improving Morocco's condition. But this convention, however, was not successful in finally ad-justing matters. Since that time France has continued to in-crease her influence and power in Moroccan affairs. At first with the tacit approval of all the powers, but lately to the great dissatisfaction of her bitter rival in colonization, Germany.— In the fall of 1905 events reached a crisis and in order to settle the discussion, the Algericas conference was called. At this conference are represented, France, Germany.United States, Austria, Italy, Great Britian, Sweden, Holland, Spain and Por-tugual. Denmark and the new kingdom of Norway refused to enter, the Austrian delegate is also acting for the Pope, who desires to present a proposition for freedom of worship in Morocco. The subjects which are now being discussed at the confer-ence are : " The organization of a police force, regulations for the surveillance and suppression of the contraband trade in arms, financial reforms, consisting chiefly in the establishment of a State bank, in the study-of the best tariff measures and in the creation of new revenues, and finally, in the fixation of certain principles designed to safeguard economic liberty."— THE MEKCURV. These in brief are the reforms which are being debated upon by the envoys, and there is not the slightest doubt but that they are badly needed in Morocco, the internal affairs of that nation approaching a loose and even chaotic condition. There-fore the question of paramount importance is, not whether these reforms mentioned shall or shall not be provided for, but who shall carry out these reforms. Let us look at the attitude of the various powers with refer-ence to this all important question. Finance has been and is predominant in Moroccan affairs. She regards Morocco " as an island surrounded by French influence and destined inevit-ably to be absorbed in the French African Empire." Germany on the other hand recognizes the interests of the French in the policing of the frontiers but is unalterably opposed to French control over the cost regions, which she claims' should be guarded by an international police. Germany likewise desires to exercise control over the crown dominions which were given as securitv for the loan of two million dollars made by Spanish banks to the Sultan of Morocco. However Germany, as I have said, while not attempting to deny that France should have the right to police the Moroccan territory adjoining her Alger-ian possessions, is firmly opposed to giving France regulative control over the rest of the Sultan's domain. The attitude of Great Britian may be stated as being in favor of the French' contention, that France and not an international gendarmerie should police Morocco. Great Britian in 1904 resigned all her claims in Morocco to France,in consideration of the relinguish-ment by France of her right in New Foundland and Egypt. With respect to the positions of Spain, France can count on that nation's support in view of the convention of April 8th, 1904, in which France gave to Spain a number of concessions, the particulars of which were not made public. The support of Italy was won,by an agreement made with that country ,in which France was to keep Italy in Tripolo in return for aid given to France in Moroccan affairs. Thus France is assured of the support in the conference, of Great Britian, Spain and Italy. With respect to the attitude of other powers, nothing certain is THE MERCURY. 5 known. It is believed that Austria is not concerned with the political aspect of the question, but only with its commercial side. With respect to the position of the United States much has been said, the subject having only recently been exhaust-ively discussed by the U. S. Senate. Our government can be considered merely as a disinterested party in the conference, and as having no political axe to grind. It is thought that our representative will insist upon the " open door " in Morocco and will stand for the protection of the Jews and naturalized citizens of foreign countries. Then the stand taken by the Sultan of Morocco is of importance. The Sultan's delegates will make no proposals to the conference and are not endowed with powers to accept finally,the reforms adopted by the conference. It has been declared, however, that these delegates will approve all of the unanimous findings of the conference, provided that they do not affect the soverign rights of the Sultan or the in-tegrity of the country ; and that the introductions of the re-forms and their execution likewise be not entrusted to any one country. As a result of this position we can easily see that Germany, Austria, or in fact any one power, may very success, fully block the whole conference. Having seen that the point at issue is whether France shall have the right to police Morocco or whether that power shall be placed in the hands of an international gendarmerie, let us inquire into the relative strength of these two claims. When we consider the lact that Algeria, France's possession, which borders Morocco on the east, has for a number of years been troubled by disorders along the boundary, by some lawless Moroccan tribes ; and that France has been attempting to ex-tend her influence over Morocco,primarily to maintain order in Algeria, and secondarily to secure influence and trade in Morocco, we cannot fail to admit in part at least the justice of Frances' claims. In 1904, the French minister of Foreign Affairs, M. Delecasse duly communicated the scope of the agreements, made by France with Great Britain, Spain and Italy, to Germany and explicitly made known the intention of France to place Morocco within her sphere of influence. At THE MEKCLKV. that time the German embassador at Pans declared that France's declarations,with respect to Morocco, were " sound and reason-able." But very soon after Russia's serious defeats in the East by Japan, the German Kaiser, evidently eager to supplant France in Morocco and to acquire a controlling influence in this " priceless pawn on the chess board of world power," stepped in. and declared that Germany would protect her commercial inter-ests, and the integrity of Morocco must be preserved. This-action of the Kaiser has deceived no one. His uncalled for interference in the matter can be attributed to no other cause-than jealousy of France's growing influence in Morocco. Sur-rounded as that country is by French possessions, it is but just and reasonable that France should strive to establish a protec-torate over the territory of the Sultan. Germany on the other hand bases her claims upon no other grounds than the fact that German commercial interests, aggregating in all a few mil-lion dollars, are located there. This does not seem a good and sufficient reason for seeking to frustrate France's ambition to acquire control over Moroccan affairs, inasmuch as the latter country undoubtedly is supported by international law. At present France and Germany have deadlocked the con-ference by failure to agree on this most vital point, the polic-ing of Morocco. What the outcome will be it is difficult to say, but it is to be hoped that justice will prevail and that sel-fish greed for territory, unsupported by any valid and reason-able claim, will not prevail over the manifest validity of France's contention. THE MERCURY. / SOME ESSENTIAL CHARACTERISTICS OF A SALESMAN. E. G. HESS, '06. HAVING made a somewhat extended study of the funda-mental principles underlying successful salesmanship, I regard this an opportune moment to share with you a few in-significant fragments of what investigation and experience teach as some of the essential characteristics of a salesman. My definition of the term does not include the easy going automaton, measuring silks and satins in a department store. Neither do I refer to him, who dressed in snowy white, on a sunshiny sultry summer day manipulates the soda-water foun-tain or hands the refreshing " Moxie " to the ever-thirsting crowds, and with ease, registers the cash. Nor do I refer to any, to whom the prospective customers, with bulging purses, come, having a definite intention to purchase. But the parti-cular class concerning whom I shall speak are those who solicit buyers and generally meet their customers determined not to purchase. Perhaps nothing portrays the situation more accu-rately than that old and well known Jewish saying.which reads as follows: " To sell a coat to a man who wants a coat, that is nothing: but, when you sell a coat to a man that don't want a coat, that is business." This, paraphrased and expressed in more refined language, reads : offer not merely what people want, but offer something better and convince them of its value. To have conscientious convictions concerning the goods to be sold, stands as a pre-eminent requisite. The salesman must feel, from the depth of his heart, that the article offered is use-ful and better than any other of its kind ; that, while it may have imitations, there is no substitute ; in short, that it stands unique. Have you ever noticed the vast difference there is between something good and something just a little better ? For ex-ample, there is a trotting horse that covers a mile in 2.10. You say, that is a fine animal and valued highly. But there is 8 THE MERCURV. another horse trotting a mile in 2.08. You say, what difference can two seconds make in going to church ? Before you can look at the clock the seconds.are gone. The latter horse is, however, valued about $10,000 more than the former, for the simple reason that it is just a little better. So with the goods, they must be just a little bit better. He must also conscientiously believe that the article is worth the money received for it. For who could be so scandulous as to rob people in every business transaction ? Also it is evident that a thorough knowledge of the goods is absolutely necessary. The salesman needs to know at least a hundred times as much as he expects to tell any customer. Goods handled by drummers are either entirely new or posess some new and especially valuable property. People generally of their accord recognize the common properties of goods ; therefore it becpmes the salesman's business to differentiate and demonstrate conclusively the superior merits of his goods. He represents a new idea expressed in material form. Conse-qently he must introduce into a community that new idea. He necessarily must expect other people's ideas to differ from his own. He becomes an educator or a missionary, and this determines the spirit in which he engages in his work. There are some, however, who consider salesmanship trick-ery. It is absolutely foolish to try to sell by tricks. A sales-man can be known, in a large measure, by the controlling prin-ciples of his business. There is, perhaps, no characteristic that manifiests itself so clearly as a powerful will. Let us, however, not mistake stub-borness, obstinacy or temper for strong will. Such demonstra-tions and characteristics are the result of an uncontrolled will. The true will has the force and the continuity to stick persistently to a purpose and steadily perserve until it is accomplished. This gives ability to throw great energy and enthusiasm into the work and keep it there until the end is attained. One may have spasmodic outbursts and throw enormous energy into one special effort. But this is no cri-terion and does not indicate strength, which is tested by the THE MERCURY. ability to carry out a continuous course of so strenuous a character. He must also be able to make immediate and final decisions. A salesman cannot afford to doubt or even to hesitate betweert two opinions. He must sometimes, instantaneously, decide to do or not to do, and having thus-decided, his determination must become invincible, his purpose fixed, and then death or victory. Those who study this department of activities find some who fluctuate from one opinion to another. These opinions are usually furnished to them gratuitously by some kindly-disposed person, who had rather he were transacting business elsewhere, lest perchance, some money might be taken out of that partic-ular vicinity. They drift upon the free thought of the com-munity and are tossed about like a cork on the rolling billows t)f the mighty deep. These generally complain of being buf-feted by the world, and they erroneously conclude that they are not adapted for this particular sphere of business activity. Let us, therefore, consider what adaptability has to do with successful salesmanship. When one transacts business in New York he must have the Democratic spirit of a New Yorker; when in Boston, that of the Puritanic Bostonian ; when in Phila-delphia, that of brotherly love of the Philadelphian. Emerson says: "Nature is not slow to equip us in the prison uniform of the -party to which we adhere. We come to wear one cut of face and figure. But for non-conformity the world whips us with its displeasure. Therefore, a man must know how to estimate a sour face. It becomes easy enough for the firm man, who knows the world, to brook the rage of the cultivated classes." This principle of conformity, nevertheless, also has its limita-tions. It must be adhered to until the salesman has found a point of contact or mutual interest. But, when he presents his cause, he must know his own worth and keep things under his feet. He then becomes himself. So logically and forcibly does he argue, that the prospective customer loses his vantage-ground and is uplifted to a new and more beautiful realm of thought. In this happy state it is infinitely more easy for him to compensate by handing you a check than to see you go empty-handed. A good salesman is said to be like a good cook; he can create an appetite when the buyer isn't hungry. IO THE MERCURY, "CHINESE" GORDON. HESSE, '09. EVERY truly great man exerts an influence for good, and becomes a public benefactor. He', who aids another to conquer his own evil nature, or who rescues the plains and forests of the earth from barrenness and unfruitfulness, de-serves the highest praise and an undying fame. Each nation of the dim past, as it raised to prominence, dis-closed some man, who, by his genius, his energy, or his self sacrifice, stood preeminent among his fellows. The nations of antiquity have not alone become famous for their great leaders ; for the nineteenth century and modern Europe have contributed in Charles Gordon, "The hero of three continents," a man, who as a soldier, a statesman, an explorer, and a Christian missionary, brought light to darkest Africa, relief to oppressed China, and by his unselfish devotion to duty, became a worthy example for all succeeding ages. Gordon stands to-day the product of freedom and Christian morality, the son of an illus-trious race. The history of his ancestors is the story of man on the altar of self sacrifice, and the deeds of his illustrious Highland clan have become famous in the annals of Scotland. When a young man, Charles Gordon entered the Loyal Mili-tary Academy, but with no desire of becoming a soldier. He first entered Her Majesty's'service at the out break of the Cri-mean war, where, by his bravery and soldierly bearing, he won the confidence of his superior officers. During the one year's siege of Sabastopal, incessant guard by day and night, hard labor in the trenches, scarcity of food, and an unhealthy climate, tried his courage and disclosed that endurance which, later made him famous. At the close of this bloody struggle the young soldier was appointed to locate the boundaries between Russia and Turkey, and while there, got a glimpse of an infamous trade which later was to receive from him such a deadly blow. Four years thus spent in active service and travels, gave Gordon such knowledge and wisdom as seldom comes to one so young. He had seen and lived with both the oldest and THE MERCURY. II newest among the nations of men, and his thoughts, running •deep into the unwritten volumes of nature, equipped him well ' for his later and more difficult tasks. Our hero next appears in China, that ancient and solitary nation.which for centuries had been consuming all its wealth in the producing of a terrestial paradise. As an officer of the English arm}- he took part in the so called " Opium War," but when the capture of Pekin put an end to hostilities, and the Chinese government found its very existence threatened by the great Taping rebellion, this obscure Englishman, an enemy, was chosen to lead the Imperial Army and to protect the three hun-dred million inhabitants of China. The service he rendered to the Empire of China we can not fully estimate. He gave vigor to their plans, thought to their councils, rapidity to their action, and courage to their soldiers. His indomitable resolu-tion, inexhaustible resources, and sleepless activity, prevented the spread of the insurrection, and the overthrow of the oldest empire in the world. Honest sincerity, love of justice, humility and a superior knowledge of mankind were his master quali-ties ; and yet, while the government and ruling classes of China honored Gordon as the saviour of their country, the people of England looked upon him as a fanatic or mad man. At the close of the rebellion he returned to England, and for six years devoted himself to the aiding of the poor in his native land. In the year eighteen hundred and seventy four, this unselfish soldier accepted an offer from the Khedive of Egypt to penetrate the upper regions of the Nile, to explore that unknown land, and to overthrow the power of the slave dealer. There, in the pit of man's lowest degredation, in that region made dark by the long absence of Christian civilization, were displayed an intense feeling of sympathy toward the de-graded black man, and a bodily energy or power of endurance, which made him a master of physical toil. The course of the river led him due South into the very heart of darkest Africa. Day after day, and month after month, he traveled on through that vast rainless region, and then came to the home of the African negro, who had so long been the spoil of his stronger 12 THE MERCURY. brother. All his companions soon died, and by the last of December Gordon was the only white man in that vast region called the Soudan. Where is there a more pathetic picture than that of this lonely solitary being, fighting both man and nature, and hoping almost against hope for the overthrow of slavery ? After enduring untold sufferings and exposure, Charles Gordon accomplished his mission of organizing that region,, more vast than all Europe, and returned to the Khedive at Cairo. A second time, as Gov. General of the entire Soudan, he penetrated those vast equitorial wastes and day after day he could have been seen, mounted on a fleet camel, traversing the long wilderness of ridge and gorge, plain and valley, and seek-ing in every possible way to thwart the Arab slave traders and check their nefarious traffic. Gordon aimed to lighten the load of human misery wherever he might find it; to establish order where there was anarchy ; to unbind the slave and restore to him his lost manhood. The wretchedness of the poor people of the country was beyond description, for war, famine, and slavery had truly made it the Dark Continent. It seemed at that time that Gordon's long and speedy jour-neys about the country, and his ardent toil, were all in vain, but no: no sacrifice for the sake of humanity is ever in vain. The African slave trade, with its attendant evils, has now been overthrown, and all Christian nations vie with each other in opening Africa's fertile regions to the civilization of the world. Now Charles Gordon was not permitted to reap this hard earned reward of his labor, for jealous officials reported to the govern-ment of England, that this great son ot hers was not only in-solent, disobedient, and insubordinate, but that he was mad. His knowledge and outspoken convictions regarding England's-foreign policy in India, Egypt and South Africa soon placed-him in disfavor with all political parties, and this man, who had devoted his life to the service of his fellow man, was appointed as a mere secretary at the legation in Bombay. Deserted by - his countrymen, and ignored by his fellow-soldiers, Gordon • THE MERCURY. 13 again went to China, and while there, succeeded in preventing the threatened war with Russia. When this friend of the oppressed again returned to England, he came face to face with the most unnatural system of slavery ever tolerated by a Christian nation, and in his bold and fear-less way, urged the English people to right the wrongs of Ireland. He was listened to, when he spoke in the cause of some distant race in Central Africa ; he had legions of admir-ers, when he painted the road to right and justice for some? nameless tribe in the remote Soudan; but was ridiculed when, he told the people of England, that within twelve hours of the capitol there existed a deeper misery and a more unnatural injustice. Such bluntness of speech and honest expressions of conviction were not pleasing to either people or government; so Gordon was again forced to retire from public life. How-ever, he was soon sought and urged by a helpless ministry to again take up the burden in the equitorial regions, and rescue England's garrisons from impending destruction. The appalling mismanagement of affairs in Egypt, and the numerous successes of the fanatic, Mohammedon Mahdi, were threatening to cause the complete destruction of Britain's au-thority in Africa; so, bidding a last farewell to the land of his birth, Gordon set out to rescue the garrisons he himself had es-tablished in the Soudan. Having advanced into the upper re-gions of Egypt, he made his headquarters at Khartoum, and with half a dozen Englishmen and a few thousand Egyptians soldiers, sought to stem the tide of Mohamedian fanaticism, and rescue the land he had so often sought to save. Month after month the forces of the Arabs increased, but daily the food supply and the number of his faithful followers lessoned. De-serted by many of his" Egyptian troops, and abandoned to his fate by his government at h/>me; this lone hero fought on, hop-ing against hope for the success that never came. After a siege often months, when every morsel of food had been ex-hausted and every hope disappointed, the city fell; and this king of men, the greatest of England's heroes fell—a martyr at the post of duty. 14 THE MERCURY. Many a year has gone by since the kith of Charles Gordon first heard from Highland hilltop the signal of battle ; but never in Celtic hero's long record of honor, has such answer been sent back to Highland or Lowland, as when this great heart ceased its beating in the dawn at Khartoum. The dust of Gor-don is not laid in English earth, nor does the ocean hold in its vast and wandering grave, the bones of England's greatest hero. Somewhere, far out in the immense desert, whose sands so of-ten gave him rest in life, or by the banks of that river, which was the scene of so much of his labor, his ashes now add their wind-swept atoms to the mighty waste of the Soudan. IS THE PRINCIPLE OF CONTEST BEING RUN TO EXCESS? SAMUEL E. SMITH, '07. THE life of man is a continual struggle. From the cradle to the grave he is always fighting for his very existence. In childhood his frail physical organism is battling all the time with the diseases which blot out the lives of so many before they reach their teens. As a young man he is ever striving against the forces which would destroy him. And how many do succomb to the temptations and ambitions of young man-hood ! When he is married and has a home of his own, it is again a never ceasing struggle to provide bountifully for his dear ones and educate them properly. No wealth, no position can guarantee to a man a life free from struggle. With the rich it is a constant fight to keep from being defrauded, while with the poor it is an every day struggle to procure the neces-sities of life. Since the question is of such breadth it will be impossible for us, in the space allotted, to present anything like a conclusive argument, unless we»will limit ourselves to some particular period of life and examine its relation to this ques-tion with much thoroughness. An understanding has been reached with the negative to this effect, and in pursuance of such an agreement it is the purpose to debate,—is the principle of contest being carried to excess in college life ? THE MERCURV. I 5 Even narrowing the question down as we have narrowed it, there are so many phases of college activity, that it is almost a problem to find a proper point for our argument to begin. However there are four worlds, as it were, in which the student with normal tendencies moves, and these will serve our purpose for an outline. The intellectual realm is the first to be considered. The chief occupation of the student is, or should be, study. How is the principle of contest affecting the intellectual pursuits of the student? In a very vital way to be sure. Indeed the entire education of man is a contest of his higher self with the plastic materials of his lower nature; that the strong and beauti-ful fabric of a vigorous mentality may be fashioned. The word education is most significant in this respect, being from educo, whose root means the one who leads an army. Our present system of education makes study a continual con-test tor most students, and it is well that such is the case. The student must be careful or he will make poor recitations and* that means poor marks. He must keep the examinations in view and for a week before the last of the term the contest becomes more strenuous. Then there are prizes to be con-tended tor, and the love of intellectual war, so to speak, is felt so little that only a few ever struggle tor prizes with real effort. Inter-class debates and inter-society debates afford a further means of contest. However, so few are interested in these, as a rule, that the principle of contest is practically inoperative in the intellectual realm. On this account the regular college re-quirements should be higher, in order that the great majority of students would be required to fight harder for success. As we pass from the intellectual to the physical world we find the principle of contest operative to a greater degree. This brings about many and beneficial results. The athlete has ever, and justly so, received great honor, although we can scarcely approve of the almost universal custom of making more of physical prowess than of intellectual supremacy. At college a man must work hard to reach a high place in the athletic world, and in striving for success in sports certain very i6 THE MERCURV. definite results are achieved. Many a boy who is too lazy to do any useful work, enters the field of athletics, thinking of glory only and never considering the work. Soon he discovers that there is a great deal of hard work, but under the excite-ment of the principle of contest he keeps on and finally a change is produced ; he forgets his former aversion to effort of any kind and at length becomes a useful member of society. Thus the principle of contest is beneficial. In the social circle the principle of contest is a real problem with the student and is of a decided benefit to him. Some are born gentlemen and associate with men and women, and never feel the slightest embarassment. But the great majority of young men find it, for a time at least.a veritable struggle to ac-quire the little niceties and the tact which society so rigorously exacts from those who would become factors in a college com-munity and have entrance to the best homes of college towns. Many a student has developed from a bashful, uncouth, and vulgar country boy into a master of men and a perfect gentle-man. through his continual struggle for social recognition. It may seem surprising that the principle of contest should be considered as applicable to the religious life of a college. But we believe it to be a very important element in religious 'growth and consider its absence in the present age, to be in a great degree responsible for the indifference toward sacred things. In other words it is too easy for a man to be a Chris-tian. He has nothing to directly oppose any religious tenden-cies which may be present in his nature Everyone about him believes in a Divine Father, etc. To be brief there is no direct opposition to strengthen his religious nature. There is no open battle for him to fight as there are in his other spheres of life. To be sure there are temptations and evil ambitions, as no doubt by this time you are ready to suggest, but they are like the rust which slowly gathers upon the steel unbright-ened by frequent encounters with direct opposition. If the principle of contest were more in evidence in religious life, if it meant a direct fight, with tangible forces of evil, to be a Chris- THE MERCURY. 17 tian, there would be more out and out Christians than there are under the present circumstances. Until this point we have only mentioned the possible bene-fits of, and as it were, the conditions under which, the principle of contest is in evidence to-day in the college world. You may-say what have we proved? There has been no final argument as we admit. We have just been making the staves and heads, if we may liken our argument to a barrel on which we will now place the hoops.in order that you may see the finished fabric of our argument. Taking all the ages of the past for examples, we may affirm certain things which are so evident that ex-tended proof is unnecessary. The general truth may be stated thus, where the principle of contest has been operative to the greatest degree, the finest types havebeen produced. Thus, in Athens, whose great men possessed the mightiest intellects of all times, such rigorous methods ot intellectual culture were resorted to as would notbe endured today. The Indian, pro-bably the finest type of physical manhood ever produced, at-tained his perfection in the wilderness where it was a constant struggle with nature. To day when conditions are changed and the principle of contest is no longer operative, the Indian is rapidly dying out. In social intercourse the masters of men are those who must deal most with their kind in a constant stru-ggle. The truest Christians were those whose faith led them to the stake. We believe we have shown you, first,the possibilities of im-provement which the student has in struggling with the forces about him, and second, that such a principle of contest is nec-essary to the highest culture as demonstrated by the experience of men from immemorial lime. ^HMHUHBI iS THE MERCURY. FIRE BY NIGHT. BY W. WISSUSR HACKMAN, 'OS. Hark, hear the bells boys, Hear the terrible sound Fire, fire, fire, fire, Hurry the engine along. Clang, clang, wild alarm and clang of bell, Clamor of men and shouts across the twilight fell, Clangor of bells, with iron knell, Wild agonies their tones foretell, And shrinking fears their shrill alarms compel. Now thru streets but late so silent, Bursts the crowd all turbulent, Cries, the peacefull twilight rend And to the night their panic lend. On swerving wheels The engine reels, Its strident gong hurls warning peals, And over all the deepening darkness steals. Oh, Fire ! Thou art a fearful thing, What carest thou that wild bells ring, Thou, thou alone art king, And to the world thy challenge fling : " Ring out ye bells for what reck I, I'l fling my banners to the sky, All now that dares athwart my path Shall bow its crest before my wrath. Ring, ring ye bells for I am nigh, Your petty strength I may defy, Nor heed your harsh alarm ; so ring, ring And to the conflict all your forces bring. My flashing hosts gleam fiercely bright, Their flashing light Shall put to flight The dusky warders of the night— King, king am I And boldly do defy Aught that would stay my reign, Or check the ardor of my flame." Fierce the joy in the muffled roar Of the wild flames that heavenward soar, The lurid gleams wierd shadows throw, And cast an elfish light on all below. THE MERCURY. 19 With wild exultant leaps it glides along. Its fitful flare reveals the throng Of upturned faces silent and subdued, Awed to silence by the ruthless power viewed. Yet he, that one whom thou disdain, Shall overthrow thy fiery reign, Shall bind thee with an icy chain, And quench the ardor of thy flame. The sovereign mind of man shall halt thy sway, And conqueror shall steal thy blazing crown away, To dust and ashes shall thy reign descend, Already is thy vaunted fury spent. Thy gorgeous canopy of smoke is rent, And with thy allabsorbing ether blent, Only smouldering coals—hissing hate— Are left to testify thy fate. A few faint sparks, A smoking wall Thy pathway marks, And over all The black night pitying throws her pall, And Silence, Nights twin sister, over all, Her mantle of oblivion lets fall. THE RUINS OF TIME. KOPP, '09. HOW full of instruction are the wrecks, the ruins and the the revolutions of time! They are the oracles of ages ; they speak with a voice of thunder to the heart, with a voice more impressive than the tongue of Tully, more harmonious than the harp of Homer, more picturesque than the pencil of Apelles. Imagine you see the venerable shade of Time as he stands for a moment on the pedestal of years, his aged hand pointing to the ruins of empires, and his trembling form bend-ing over the tombs of Oriental genius. Roll back the billowy tide of time; unroll the moldering records of ages. What wonderful scenes are presented to the startled imagination of man! He beholds his own destiny and the doom of his nob-lest achievements. He builds a colossal empire of his renown ; he dedicates it to other ages ; but, behold, triumphant Time hurls it with all its grandeur to the dust. 20 THE MERCURY. So it is with man himself, and so it is with the nations oi the earth ; they rise, they flourish, and pass away as if they had never been. Where now is ancient Egypt, the land of science and of sacred recollections ? Where are her hundreds of cities, her Memphis, her Thebes, her oracle of Ammon f The strong red arm of the Vandal and Goth has leveled them with the dust; the serpent now dwells in the temple where the worshipper once bent a knee of adoration. The oracle has been silent for ages, and the priestess long since fled from her shrine. And where are the pyramids of Egypt that stretch into the upper light and mock from their cloud-capped pinnacles all objects beneath them ? Alas! they stand as mournful monuments of human ambition. The kings who planned them, and the millions of wretched slaves who erected them have gone down to their graves and the tall grass now waves over the sepulchre of their bones. And such shall be the fall of those pyramids which have stood tor ages as bea-cons of misguided ambition ; the wave of time shall roll over them and buryjhem forever in the general mausoleum of ages. Mournful to the minds oi men are the records of departed greatness. Imagine you are seated amid the melancholy ruins of Rome. Around you are strewn the crumbling fragments of other ages, and before you are the tumbling temples once hal-lowed by the footsteps of the Caesars. The cottage of Romu-lus, the golden palace of Nero, and the shrine of Apollo and the Muses are mingling with the wrecks of other times. But where is the great Roman Forum in which the thunder of Cicero's eloquence once struck terror to tyrants ? There the shepherd boy now roams with his fleecy flocks. There, where the Comitium, the Curia and the Rostrum once stood, the lean lizard now crawls, and the tall grass waves in the night breeze. And where is that stupendous pile, the Coliseum, which stood in ancient days like a mountain of marble, where the strong-armed gladiator bled and where the untamed tigers of the forest died ? Alas ! it still stands tottering in decay, but the thousands of spectators have departed. The footsteps of the solitary traveler now echo alone where THE MERCURY. 21 the mighty Caesars once applauded and where the clash of the combat sounded. But is this all ? Alas ! Rome is still eloquent in ruins: the City of the Seven Hills is strewn with the frag-ments of other ages. Go, muse over the fallen forms of Trajan, Nerva and Domitian; a few pillars of Parian marble alone re-main to tell the world that they once have been. Go, gaze on the ruins of the palaces of the Caesars; descend into the catacombs and ruminate amid the bleaching bones of the early Christians, persecuted by the demon of superstition even to death. Go, climb the lofty towers of Rome and survey the melancholy me-- mentos of other times and other men. And is this the mighty Rome that once stood against the legions of Carthage led by the victorious Hannibal ? It is the same, though fallen. Carthage too is buried in the vortex of oblivion. Such are a few instances of the ravages of time. And not less has our own loved country been the scene of desolation. Here may be seen the ruins of an Indian empire, more extended than the empires of the East; and though they left no monuments of sculpture, painting and poetry, yet great were they in their fall, and sad is the story of their wrongs. They once had cities but they are swept from the face of the earth. They had their Temple of the Sun, but the sanctuary is broken down. It is true, they worshiped the Great Spirit, but the sacred pages of revelation had never been unrolled to them ; the gospel of the Saviour had never sounded in the ears of the poor children of the forest. Here along these shores the council fires blazed, and the war-whoop echoed among their native hills. Here the canoe of the dark brown Indian was once seen to glide over his own-loved lakes. Centuries passed away and they still roved, the undisputed masters of the Western world. But at length a pilgrim bark came darkening on their shores. They yielded not their empire tamely, but they could not stand against the sons of light: they Bed. With slow and solitary steps they took up their westward march and yielded with a broken heart their native land to another race. They left their homes and the graves of their fathers to explore the Western woods, where never human foot had trod and never human eye had pene-trated. From time to time they have been driven back and the next move will be into the bosom of the stormy Pacific. 22 THE MERCURY. REMINISCENCES. " The late snow, with its crowd of yelling, snow-balling boys, brings back our own boyhood," said an old man as he sat be-fore the fire in the engine-house. " Yes, boys ain't what they used to be," sighed another, old geezer. " Aw, ring off," said a young fellow, who had been listening. " You make me weary. Why, I'll bet your ma tanned you mighty frequently in the dim and distant past, and you could have had more and not been imposed on." The old men looked at each other shame-facedly for a mo-ment, and then the elder said, " Well, I kinder reckon we did cut up a little, didn't we, Bill," and the two gray heads chuckled at the reminiscence. "I kin remember very well," said Bill, " when we used ter go out swimming.' At breakfast pa 'ud say, ' William, my boy, I want you to stay and help yer ma,' an' I'd say, ' Yes, pa,' so meek that Moses' chin-whiskers must have curled with jealousy. Then dad would hustle off to work, leavin' me to-the tender mercies of ma. . " ' Willie, just you go down and cavort around the woodpile, and don't you let me catch you outside.' " Of course, bein' full of virtue and worldly ambition, I'd hie me to the woodpile aforesaid and cavort. Pattin' myself on the back, figeratively speakin', I'd make chips fly like a good 'un. ' O, no, William,' says I to myself, ' you ain't hankerin' after no swimmin' holes ; you don't care for no nuts or no apples. You air an honest boy and will be President some day or own a hand-organ and a b'ar.' And says I, ' William, if those there Campbell boys come down the alley, you will treat them with scorn. You won't go swimmin'.' By this time the day is rather warm and somehow the charm of ownin' a hand-organ and a b'ar cant hold a candle to your desire to get into the cool water. Satan about this time through his per-sonal agents, as rna always believes, puts temptation before me in the shape of the Campbell boys and Bill Black. A shrill whistle, I look! Again the whistle, and there at the back end THE MERCURY. 23 of the lot you see Bill Black cautiously hold up two fingers like the forks on a shooting flappy. It is the sign, the great masonic highball, to boys in distress. It means, ' Will you go swimmin' ?' Even now I feel a queer feelin' of surprise and pleasure when I see it, and when I was a boy, wild hosses couldn't keep me still at the sight. Then ma's Willie would look at the house, then at the fence, then at the house again. All wuz still, no sight of ma. The ax dropped quietly, and away I'd sneak, along the grape-arbor, behind the barn, over the fence and then away." "You don't need to tell me what followed," said old man Strong. " You clawed your bare legs on briar bushes, treed a squirrel or two, ripped all the buttons off your trousers, fell in the swamp in the chase of bull frogs, ate Henry Igo's apples in the field by the Slate Hole and was well warmed if the old man caught you, and other things too numerous to mention." " Yep," said Bill, " that's me, only I never could see the use of goin' home to dinner nor why big rocks wuz always in my way to stub my toes on. Then, too, John, you fergit how we used to argie with Jim and Bill Mulholland, and I ain't for-got how my feelin's used to oppress me as the sun went into the west behind the mountains. At them moments my con-science 'ud become painful, and the thought of mother standin' lonely ' beckonin' me from the wigwam,' as that Longfeller poet says about Higherwather, would move me to tears almost. Mother'd be sure to overcome the ' almost' though. " She allus said it hurt her more than it did me, but I could never bring myself to look at it in that way. But we ain't allus got the making of the way and it wuz better to go home than to sleep in the woods. Somehow, the world didn't seem so bright jest then as it had in the mornin', this same darken-in' being produced no doubt by the idee of the whalin' you'd get when you'd arrive at your humble domicile. " But I put on a bold front, and when near home, I'd pick up a few sticks of kindlin' and carry them as if I wuz old At-las in the geography carryin' the world. Arrivin' at home, with the rest of the family at supper, and goin' in like a lamb 24 THE MERCURY. to slaughter, thinkin' thereby to melt the hard heart of a par-entess. It wasn't no use. The neighbors would soon think the Turks were murderin' some more Armenians, and I'd think a boy wuz the most abused and mistaken bein' alive. And I'd wish I wuz dead, and think how they would wail over me and say es how they never had appreciated William. And I thought if I could swear like Bill Black, how much better I'd feel. But it wa'nt no use. Next day wuz just like yesterday." " Do you mind old man Cassiday? " says old man Strong. "Mind him! Wall I wonder! Bill Black's stepdaddy? An old soldier? Yes! Him and Bill used to have some powerful tussles. Wait till I light my pipe," said old Bill as he produced a corncob about whose strength there could be no question, carefully tearing off a strip of newspaper, lit it at the fire, started it going, and began. " Yes old Cassidy war a terror. He war a beer peddler you know, and when Bill ud swipe a keg would hang him up by the thumbs for half a day. You can't expect none of the vices and all of the virtues from a boy raised in them surroundings. After old man Cassiday wuz arrested and fined he wouldn't stay in them parts, where good liquor weren't appreciated. So he buys a farm off in the hills about two miles out of town and moves there, chattels, personal property, wife, Bill and the goat." " I ruther calculate Bill wuz more trouble to the old man than them articles above mentioned." " Wall, Bill waren't constructed to do hard bone labor. He war a quiet, mannerly lad when your eye war glued on him, but all but that when it warn't. So when in the bootitul dawn, old man Cassiday would interduce Bill to a hoe and then inter-duce the pair of them to a twenty-acre cornfield, why, I am free to remark a field like that would discourage a youth with more grit than Bill had, and on Bill the effect was simply paralizin.' He hoed like the old man was after him fur a spell, and then'd resign and head for the icedam. This icedam were appreciated by boys. It was one hundred steps square with high banks and seven feet of clear cool water all over. A springin' board THE MERCURY. 25 *, wus rigged up, and there, guiltless of clothes, the boys would swim until their backs looked like b'iled lobsters. " All around the outside of the dam vvuz swamp where muskrats had bored until they let water out of the dam. " Hither Bill would come and be received with yelps of de-light. Bill wuz no believer in clothes, or if he wuz didn't prac-tice what he preached. After Bill hed shed his shift, a cap, and a pair of badly torn trousers held up by a string over the shoulders, he was ready for a swim. " It was not exactly Bill's ability as a swimmer that 'ud cause him to be welcomed, but we all knew that when old man Cassiday found out that Bill and the hoe had become divorced the icedam would be right in the fire-zone for a few minutes, sure 'nough, about the time Bill was divin' and jumpin out about the center of the dam, old man Cassiday would hie him in sight and there'd be a wild scramble by them as was in the water to get ashore. Old Cassiday allus come prepared. In one hand he carried a long, limber willow stick forked at one end (for he was a connussier on matters of discipline,) and in his other mit he had a few selected pebbles, gathered like David's , from the brook just beyond. "'Come hyer, you sneak, come hyer!' he'd yell. There wuz no attraction fur Bill on that there bank just then, but after considerable persuasion, aided and abetted by the pebbles lighting near his head, and because of the fact that he couldn't duck the rocks and swim all day, Bill he'd crawl out of the water an' make a rush for his wardrobe, grab it in one hand, and with old Cass arisin' a big welt at every jump, go flying through the swamp, across the crick, through a clump of briars .and away to the farm , Bill a little in the lead, with old Cass a good second, and a urgin' him on occasion'ly." " Ah, me," said old man Strong, " boys ain't what they used to be." And the young man said nothing. " Yes, and Bill would sometimes come back the afternoon of the same day. Poor Bill! He's gone now. It's gettin' dark now and my old woman has early supper so I think I'll be goin' now." " Me too," says Bill, and in silence they left the fire-house, tottering as they went. " Queer old codgers," said the youth. " Yep," said the fire captain. THE MERCURY Entered at the Postoffice at Gettysburg as second-class Matter Vol. XIV GETTYSBURG, PA., MARCH, 1906 No. 1 -Editor-in -ch ief WARD B. S. RICE, '07 Exchange Editor THOS. E.SHEARER, '07 Business Manager THOMAS A. FAUST, '07 Ass't Bus. Managers. HENRY M. BOWER, '08 H. WATSON DAVISON, 'OS Associate Editors GEO. W. KESSI.ER. 'OS J. K. ROBB, 'oS EDMUND L. MANGES, '08 Advisory Board PROF. J. A. HIMES, LITT.D. PROF. G. D. STAHLEY, M.D. PROF. J. W. RICHARD, D. D. Published each month, from October to June inclusive, by the joint literary societies of Pennsylvania (Gettysburg) College. Subscription price, one dollar a year in advance; single copies 15 cents. Notice to discontinue sending the MERCURY to any address must be accompanied by all arrearages. Students, Professors and Alumni are cordially invited to contribute. All subscriptions and business matter should be addressed to the Busi-ness Manager. Articles for publication should be addressed to the Editor. Address THE MERCURY, GETTYSBURG, PA. EDITORALS. To the members of the retiring staff we turn with a feeling of thanks and gratitude, in the name of both the friends of the MERCURY, and the newly elected staff. The editors have shown a keen interest in maintaining the standard of this publication, one which commands respect wherever it goes and is a credit to its alma mater. On the other hand the business management calls forth our highest admiration, when we consider the con-dition in which this department of the paper was found at the beginning of the school year, and the unceasing energy which must have been put forth to set it again on a firm basis. The MURCURY, on this its fourteenth birthday again finds it-self in new hands, which we hope will prove worthy of their THE MERCURY. 27 trust. It is of such tender age, and possesses such a high state •of development, that they, in view of the duties which must fall upon them and the lack of wide experience, have a tendency to shrink ; but memory steps in and recalls inspiring words : " Wherever there is a will there is a way." Therefore it will ever be their aim during the coming year, to train this child of literature, to the best of their knowledge, according to the maxims of the past and the growing wisdom of the future. ONE of the mottoes on the walls of the temple at Delphos was : " Know thy opportunity." How significant these words must have been in those ancient days when the loss of a single opportunity often meant a blighted career. An opportunity is the small moment, the exact point, the critical minute on which success in every good work so much depends. A latin writer has said: "She has hair in front; behind she is bald: if you sieze her by the forelock, you may hold her; but if suffered to escape, not Jupiter himself can catch her." The man of today has opportunities on every side ; indeed they sometimes appear to attempt to force one to seize them ; yet thousands of men die leaving the world unimproved by their having lived in it. They seem to have used this superabundance of opportuni - ties as children do at the seashore—They fill their little hands with sand, and then let the grains fall through, one by one, until all are gone. Today there is scarcely a person who does not have vast opportunities, and especially we who are college student^. The chance of having a college education has been made almost universal, yet how small a per cent, of the coming generation are taking this advantage. By a college education we do not mean the memorizing of books an'd the thoughts of others, but the development of our own inventive powers. There are dif-ferent institutions connected with a college career, which offer this opportunity: The literary societies, the Bible classes, the Y. M. C. A., and still another very importont one, the college publications. This last one is a branch of our work in which all should be very much interested. 28 THE MERCURY. Let us take tor example the MERCURY. It should be the pride of every student to have his writings published in it. There should be enthusiastic competition for its space. When such a spirit shall have been manifested, how much higher will the standard of the paper be raised, and how much wider will our literary experience be. Nor should we be discouraged if our contributions are not always used, but should try again ; many an ancient writer spent his whole life in literary pursuits, gaining the much coveted prize only a few times ; yet history heralds his name to the future. Therefore let us make this op-portunity to compare our work with others a prize; even though we often fail, we will be compensated when we suc-ceed. When we write even for class work, we should do it with the intention of giving it for publication ; in that way we would not only see them in print but would raise our class marks. Then do not wait to be asked for what you have written, but promptly give it to some member of the staff; nor should one be modest in doing this, for it is our com-mon interest and they will be glad to see you. WE have closed what may be regarded a very successful basketball season, although we have played a harder schedule than ever before. We also recall the unprecedented record of this year's football team. Now what has the baseball season in store for us ? Let us make it unusually successful too ; let us make the whole year one round of athletic success. In order to do this, a keen interest must be manifested, and some hard work must be done. There is plenty of work for all, do not think that you are not needed. If you cannot help any other way, do it financially. Be at all the games and show a lively college spirit; good " rooting " helps wonderfully. But {f.possible be on the field. Come put,for practice every day. If you don't make the' team, this year you may the next. Then do not think that it is impossible to make a position because another played it last year, his position is not guaranteed and each position is looking for one who can play it just a little better than the one who now holds it. Choose a position apd THE MERCURY. 29 play for it, even if you don't make it, you will make him work harder who does. If last year's players are made to feel that there are others to take their places, they will work harder and thus the team will be considerably strengthened. So you see that if a proper effort is put forth, even if you do not make the team, you have aided very materially in making it what it is, and you can justly claim a share of the honors in the event of victory. EXCHANGES. The Feb. number of " The Haverfordian," being the last in Vol. XXVII, contains a loose-leaf table of contents of the Vol. In glancing over this, one is surprised at the amount of material published by the magazine in the course of a year. In the volume there are nineteen essays, twenty pieces of fiction, twenty poems, seventeen sketches, and thirty-two editorials covering a wide range of subjects. In this number the article " Medicine as a Profession " by Dr. Tyson, '60, now of U. of P, while of special interest and value to those contemplating the study of medicine, is, nevertheless, interesting and instruc-tive to others also. This article is one of a series, written by prominent alumni on the subject of choosing a profession, which " The Haverfordion " has been publishing throughout the year. " Undergraduate Life at Oxford " is interesting to us as it brings out some ot the contrasts between English and American University lite. " The Philosophy of Optimism " is one of those " casual calls from a prophet of hope to rally round the standards of those who believe that 'all's right with the world.' " The issue contains some entertaining fiction also, among which is a good ghost story. The "State Collegian," of Feb. 22nd, contains in an ex-change an interesting summary of the cut systems employed in some fourteen colleges and universities. The number of absences allowed, average about 10 per cent, per term. Some striking exceptions are U. of P. and U. of N. Y, The former allows 20 per cent, absences, and the latter requires the student 30 THE MERCURY. to hand in a thousand-word theme on a prescribed subject for every fifteen cuts from chapel. " First American Newspapers " in the " Dickinsonian," of Feb. 21, is one of the most interesting articles that we have re-viewed this month. " The Mountaineer " contains several good stories and an ex-cellent translation in verse of Horace's " Ode to Thaliarchus." The article " The Poetry of William Collins " shows a fine ap-preciation of the poetical on the part of the writer and also the ability to express this appreciation in words. The "Lesbian Herald" is a magazine of superior quality— better this month than the general run of our exchanges. It contains strong articles on " Carlyle's French Revolution," " Browning as a Writer of Love Poems," " Schiller, the Man " (conclusion), and also several good poems, the " Sonnet " par-ticularly appealing to us. We have also reviewed with pleasure and profit the " Juniata Echo," the " Susquehanna," " Otferbein Aegis " and the "Mid-land." To the last named, we would suggest that a table of contents would, doubtless be a convenience for its readers! Editing a college paper is a nice thing. If we publish jokes people say we are fossils. If we publish original matter, they say we don't give them enough selections. If we give them selections they say we are too lazy to write. If we don't go to church, we are heathen. If we do, we are hyprocrites. If we remain at the office, we ought to be out looking for news items. If we go out then we are not attending to business. If we wear old clothes they laugh at us. If we wear good clothes they say we' have a pull. Now what are we to do ? Just as.likely as not some one will say we stole this from an exchange. So we did. .,.- ■■ " • ■ ' .'.,-■'-.,. ■ •',''/■!;; . . • :■-'-:,,'. .-■■■■ ': '.I'-'--:.;. ; I '; *■"■'■- . Fi ;;- ■ ■ .,:. : & i PATRONIZE OUR ADVERTISER'S FURNITURE Mattresses, Bed Springs, Iron Beds, Picture Frames. Repair Work done promptly. Under-taking a specialty. ■* Telephone No. 97. £E& 13. Eerier 37 Baltimore St., Gettysburg, Pa. The Windsor Hotel 1217=2 Filbert St., Philadelphia. Headquarters for Students. Thoroughly Renovated, Refurnished and Remodeled FRANK M. SCHEIBLEY, Manager. Graduate of Lafayette College i8g8. Spalding's Athletic Library NO. 250. Spalding's Official Athletic Almanac EDITED BY FOR 1906. E. SULLIVAN All Intercollegiate and Interseholastic Meets and Records; Ama-teur Athletic Union Records ; A. A. U. Senior and Junior Champion-ships ; Swimming and Skating Records; A. A. U. Boxing and Wrest-ling Championships ; all Shot Putting and Weight Throwing Records; Official Report of the Lewis and Clark Centennial Athletic Games; pictures of leading athletes, American and foreign. Price by Mail 10 Cents. Send your name and address to our nearest store for Spalding's Catalogue of all Athletic Sports—it's*free. A. G. SPALDING & BROS. New York, Chicago, Denver, Kansas City, Baltimore, Philadelphia, Minneapolis, Boston, Buffalo, St. Louis, San Francisco, Montreal, Canada ; London, England. PATRONIZE OUR ADVERTISERS. BEGKER & GOUINS • >CHAMBERSBURG ST., Dealers in Beet Teal, Lamb, Pork, Sausage, Pudding,. Bologna, Hams, Sides, Shoulders, Lard, Prime Corned Beef. SEFTON & FLEMMING'S LIVERY Baltimore Street, First Square, Gettysburg, Pa. Competent Guides for all parts of the Battlefield. Arrangements by-telegram or letter. Lock Box 257. J. I. MUMPER. 41 Baltimore St., Gettysburg, Pa. The improvements to our Studio have proven a perfect success and we are now better prepared than ever to give you satisfactory work. ICE CREAM Telephone Call 1612 SODA WATER (Sheads' (High (Grade (Confections 37-39 Chambersburg Street, Gettysburg, Pa. FRUITS RESTAURANT ATTACHED Under New Management ■"—> The Peoples Drug Store Invites you to visit them and select your needs from a fresh, new, and up-to-date stock. C. WM. BEALES, Ph.Gr., Prop. D. J. Swartz Dealer in Country Produce Groceries Cigars anfl Tobacco GETTYSBURG. Shoes Repaired -BY-US Baltimore St., near Court House. Good Work Guaranteed. PATRONIZE OUR ADVERTISERS. 0 EAGLE HOTEL Rates $2.00, $2.50 and $3.00 per day. HAS A CAPACITY OF 400 GUESTS —r-*-^ GEO. F. EBERHART, PROP'R. iiriiPlffimi Picture Frames of All Sorts. Repair work done promptly. r^Tl will also buy or exchange any second-hand furniture 40hambersburgSt., - GETTYSBURG, PA. tne Gettysburg Mercury when inpiring for and lying WALL PAPERS FIRO:^ WATT & BROTHER CO. YORK, PA. Our Microscopes, Microtomes, Laboratory Glass-1 ware, Chemical Apparatus, Chemicals, Photo I Leases and Shutters, Field Glasses, Projection I Apparatus, Photo-Micro Cameras are used by I the leadingLab-^___^__ oratories and I Gover'nt Dep'tsM 55 Round the World 30 SCOPES Catalogs^: BJ Free Bausch & Lomb Opt. Co. I ROCHESTER, N. Y. ^New York Chicago Boston Frankfurt, G'yJ PATRONIZE OUR ADVERTISERS. HOTEL GETTYSBURG HEADQUARTERS FOR BANQUETS. Electric Lights, Steam Heat, All Conveniences. Free Bus to and from station. Convenient for Commencement Visitors. RATES ©2.00 PEK DAY. Proprietor, T^e AMelI}ar} Hardware Go. Manufacturer's Agent and Jobber of Hardware, Oils, Paints and Queensware Gettysburg, Pa. THE ONLY JOBBING HOUSE IN ADAMS COUNTY EMIL ZOTHE COLLEGE EMBLEMS Engraver, Designer and Manufacturing Jeweler, 716 CHESTNUT STREET, PHILADELPHIA. Specialties: Masonic Marks, Society Badges, College Buttons, Pins, Scarf Pins, Stick Pins and Athletic Prizes All Goods ordered through F. A. 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Priorities for future sustainable development within Europe and Central Asia are formulated in visions by governments and societal actors. Integrated scenario and modelling studies enable the assessment of impacts on nature, nature's contributions to people, and a good quality of life resulting from these priorities, and help to co-design and codeliver appropriate pathways to sustainable futures (established but incomplete) (5.1.2, 5.4.2, 5.4.3, 5.5.2). Priorities for future sustainable development are captured in regional visions, which describe a future desired by society or parts of society in Europe and Central Asia. Matching these priorities to the Sustainable Development Goals and Aichi Biodiversity Targets revealed that regional priorities include sustainable economic growth in tandem with sustainable industrialization (Goal 8, Goal 9), sustainable agriculture, forestry, aquaculture and management of natural resources (Goal 15, Target 7), all promoted by sustainable consumption and production patterns (Goal 12, Target 4). Climate action and sustainable energy (Goal 13, Goal 7) are also priorities. Reduced inequalities (Goal 10), gender equality (Goal 5) and peace, justice and strong institutions (Goal 16), as well as representation of a diverse range of values, are less emphasized (established but incomplete) (5.1.2, 5.4.2, 5.4.3). Integrated assessments of future interactions between the priorities for sustainable development and nature and its contributions to people, which support proactive decisionmaking that anticipates change, mitigates undesirable trade-offs and fosters societal transformation in pursuit of a good quality of life, are rare due to the complexity of human and environment interdependencies (well established) (5.1.1, 5.3.1, 5.5.3, 5.5.4). Nevertheless, ignoring these complexities is likely to cause undesired trade-offs and to prevent the realization of synergies (5.3.1). Cross-sectoral and cross-scale integration of adaptation, mitigation and transformative actions and policies by multiple actors is key to the co-design and co-delivery of appropriate pathways to realize visions of future sustainable development (established but incomplete) (5.4.2, 5.4.3, 5.5.2, 5.5.3, 5.5.5, 5.5.6). The choices made by decision-makers and societal actors are expected to lead to large differences in future impacts on nature, nature's contributions to people, and good quality of life within Europe and Central Asia (established but incomplete) (5.2.3, 5.3.3, 5.3.4). More positive impacts are projected under futures that assume proactive decision-making on environmental issues and promote a more holistic approach to managing human and environmental systems which supports multifunctionality and multiple contributions from nature to people (established but incomplete) (5.2.3, 5.3.3, 5.3.4). Projecting historical trends into the future under a businessas- usual scenario results in stable trends in nature (e.g. reflected in biodiversity vulnerability indices), negative trends in nature's regulating contributions (e.g. regulation of climate or hazards and extreme events) and mixed trends in nature's material contributions (e.g. food production) (established but incomplete) (5.3.3, 5.6.1). Different assumptions about future trends in drivers lead to widely varying projected impacts on nature, nature's contributions to people and a good quality of life. Under economic optimism scenarios, where global developments are steered by economic growth and environmental problems are only dealt with when solutions are of economic interest, an increase in the provision of most of nature's material contributions to people (e.g. food and timber) is projected associated with a general decline in nature and its regulating contributions to people (e.g. air and water quality regulation) (established but incomplete) (5.3.3, 5.6.1). Under regional competition scenarios there is a growing gap between rich and poor, increasing problems with crime, violence and terrorism, and strong trade barriers. Consequently, its impacts are highly mixed with generally large declines in nature (e.g. habitat maintenance and creation) and the most negative impacts of all scenarios on nature's non-material contributions to people (e.g. learning and inspiration) and good quality of life indicators (e.g. health and well-being) (established but incomplete) (5.3.3, 5.6.1). Inequality scenarios, which assume increasing economic, political and social inequalities, where power becomes concentrated in a relatively small political and business elite who invest in green technology, result in negative impacts on nature's regulating contributions to people (established CHAPTER 5. CURRENT AND FUTURE INTERACTIONS BETWEEN NATURE AND SOCIETY 575 but incomplete), but mixed or unclear impacts on other indicators (inconclusive) (5.3.3, 5.6.1). Under global sustainable development scenarios, which are characterized by an increasingly proactive attitude of global policymakers towards environmental issues and a high level of regulation, positive impacts are projected for nature and its regulating contributions to people. Predominantly positive trends are also projected for nature's material contributions to people and good quality of life indicators, with some regional variation (established but incomplete) (5.3.3, 5.6.1). Under regional sustainability scenarios, which show increased concern for environmental and social sustainability and a shift toward local and regional decision-making, similar impacts are projected as for global sustainable development. Regional sustainability, however, leads to slightly fewer benefits for nature's regulating and material contributions to people (with decreases in food provision) than global sustainable development and more positive impacts on nature's non-material contributions to people and good quality of life, particularly traditional knowledge and supporting identities reflecting the local focus of the regional sustainability scenario (established but incomplete) (5.3.3, 5.6.1). Trade-offs between nature and different contributions from nature to people are projected under all plausible futures for Europe and Central Asia (established but incomplete) (5.3.3, 5.3.4). How these trade-offs are resolved depends on political and societal value judgements within each plausible future. In general, those futures where environmental issues are mainstreamed across sectors are more successful in mitigating undesirable cross-sector trade-offs, resulting in positive impacts across a broad range of indicators concerning nature, nature's contributions to people and good quality of life indicators (established but incomplete) (5.3.3, 5.6.1). Trade-offs between nature's material and regulating contributions to people are commonly projected in the economic optimism and regional competition scenarios, which tend to promote a limited number of nature's material contributions to people. For example, increases in food provision (generally associated with the expansion of agricultural land or the intensification of livestock production and fish captures) are often associated with decreases in the provision of nature's regulating contributions to people (e.g. prevention of soil erosion, regulation of water quality and quantity) and nature values. Similar trade-offs were projected between increases in timber provision and decreases in nature's regulating (e.g. carbon sequestration) and non-material (e.g. aesthetic value) contributions to people. Such trade-offs lead to strong positive effects in nature's contributions to people with market values and negative effects in nature's contributions to people without market values (established but incomplete) (5.3.3, 5.6.1). Trade-offs were also apparent under the sustainability scenario archetypes, particularly in relation to the use of land and water (e.g. effects of agricultural extensification – the opposite of agricultural intensification - or increases in bioenergy croplands on other land uses and biodiversity) (established but incomplete) (5.6.1). However, such scenarios proactively deal with such trade-offs through, for example, political choices aiming to maximize synergizes through mainstreaming and multifunctionality (global sustainable development) or through societal choices to live less resource-intensive lifestyles and, hence, reduce demand for nature's material contributions to people (regional sustainability). Impacts of plausible futures differ across the regions of Europe and Central Asia. Hence, regional and national decision-makers face different trade-offs between nature and its various contributions to people. Cooperation between countries opens up possibilities to mitigate undesirable crossscale impacts and to capitalize on opportunities (established but incomplete) (5.3.3). In Central Asia, significant water shortages are projected in the long-term. This affects farmers' choices between intensive crop production and more sustainable production with resulting impacts on nature's regulating contributions to people, such as water quality (established but incomplete) (5.3.3). Similar impacts on water stress are projected under future scenarios for Central Europe, including decreases in multiple contributions from nature to people from wetlands (established but incomplete) (5.3.3). Transboundary and integrated water management strategies that protect minimum water levels for the environment are projected to mitigate these negative impacts. In Eastern Europe, particularly Russia, trade-offs between wood extraction and carbon sequestration are projected. Sustainable forest management and reforestation of areas set aside from agricultural activities are suggested as having the potential to mitigate such trade-offs. Similarly, in mountain systems in Central and Western Europe and in marine systems in all subregions adaptive management strategies are projected to address the vulnerability of the majority of nature's contributions to people (established but incomplete) (5.3.3). In the European Union (EU), significant differences between northern and southern countries are projected. Most scenarios indicate increases in agricultural production for food, feed and bioenergy for northern European Union countries, while decreases in agricultural and timber production, as well as increases in water stress, are projected for southern European Union countries. The latter is projected to have considerable negative impacts on nature's non-material contributions to people, such as national heritage and tourism-related services dependent on local food production. Scenarios which included international coordination of adaptive measures across THE REGIONAL ASSESSMENT REPORT ON BIODIVERSITY AND ECOSYSTEM SERVICES FOR EUROPE AND CENTRAL ASIA 576 geographical areas were projected to have better capacity to cope with, or mitigate, undesirable cross-scale impacts (established but incomplete) (5.3.3). Future impacts of drivers of change on nature and its contributions to people in Europe and Central Asia are likely to be underestimated because scenario studies are dominated by a few individual drivers (e.g. climate change) and often omit other important drivers (e.g. pollution) that may adversely affect their impacts (well established) (5.2.2, 5.3.2). Scenario studies predominantly focus on single direct drivers and fail to capture interactions between drivers (well established) (5.2.2, 5.3.2). Climate change is the most represented single direct driver in scenarios of biodiversity and ecosystem change. By contrast other direct drivers, such as pollution and invasive alien species, which are known to have an adverse impact on nature and its contributions to people, are poorly represented in scenario studies (well established) (5.2.2). Single-driver scenarios fail to capture various dynamics such as feedbacks and synergies between and amongst indirect and direct drivers operating at different scales. Policy approaches that consider single drivers or single sectors are unlikely to successfully address environmental problems as they do not consider trade-offs between different drivers, impacts and responses. Integrated, multi-driver scenario studies offer a more realistic assessment of impacts to inform robust decision-making about future sustainable development pathways that avoid unintended consequences (established but incomplete) (5.2.1, 5.2.2, 5.2.4, 5.3.1, 5.3.3, 5.3.4, 5.4.4, 5.4.5, 5.5.5). Priorities for future sustainable development expressed by governments and other societal actors for Europe and Central Asia are more widely achieved under plausible futures that consider a diverse range of values (established but incomplete) (5.3.4, 5.5.4, 5.5.5, 5.6.1). Recognizing the different time frame of the scenarios of plausible futures (often 2050 or later) to those stated in the Sustainable Development Goals and Aichi Biodiversity Targets (2030 or 2020), continuing current trends under a business-as-usual scenario is estimated to lead to failure in achieving most of the Sustainable Development Goals (13 out of 17), but mixed effects on achieving the Aichi Biodiversity Targets (8 achieved). Economic optimism is estimated to have a mixed level of success in achieving the goals (8 achieved), but would fail to achieve the majority of the targets (16 out of 20), while regional competition fails to reach the majority of all goals and targets (15 and 19, respectively). The focus of these scenarios on instrumental values and individualistic perspectives, with little acknowledgement of relational or intrinsic values, means they are unlikely to offer effective sustainable solutions to environmental and social challenges (established but incomplete) (5.3.4, 5.6.1). In contrast, the sustainability scenarios (regional sustainability and global sustainable development) are estimated to achieve the majority of the Sustainable Development Goals and Aichi Biodiversity Targets. Such scenarios attempt to support nature and its multiple nature's contributions to people and aspects of a good quality of life. Thus, they represent a greater diversity of values, but often at the acceptance of lower, or more extensive, production of nature's material contributions to people (established but incomplete) (5.3.4, 5.6.1). Multiple alternative pathways exist to achieve the priorities for future sustainable development set by governments and societal actors within Europe and Central Asia and in particular for mitigating tradeoffs between nature and nature's contributions to people (established but incomplete) (5.5.2). The most promising pathways include long-term societal transformation through continuous education, knowledge sharing and participatory decisionmaking. Such pathways emphasize nature's regulating contributions to people and the importance of relational values in facilitating a holistic and systematic consideration of nature and nature´s contribution to people across sectors and scales (established but incomplete) (5.5.3, 5.5.4). Four types of pathways have been developed to address trade-offs between food, water, energy, climate and biodiversity at different scales (5.5.2). Green economy pathways focus on sustainable intensification and diversification of production activities coupled with the protection and restoration of nature. Low carbon transformation pathways focus on biofuel production, reforestation and forest management. Both types of pathways include actions related to technological innovation, land sparing or land sharing. Green economy and low carbon transformation pathways do not fully mitigate trade-offs between nature's material contributions to people, nature conservation, and nature's regulating and non-material contributions to people (established but incomplete) (5.5.2, 5.5.4). Ecotopian solutions pathways focus on radical social innovation to achieve local food and energy self-sufficiency and the production of multiple contributions from nature to people. They include actions on multifunctionality within individual land uses with connecting green infrastructure, urban design and food production (established but incomplete) (5.5.2, 5.5.4). Transition movements pathways emphasize a change towards relational values, promoting resource-sparing lifestyles, continuous education, new urban spatial structures and innovative forms of agriculture where different knowledge systems are combined with technological innovation. Transformation is achieved through local empowerment, participatory decision-making processes, community actions and voluntary agreements. As opposed to other pathways, transition movements CHAPTER 5. CURRENT AND FUTURE INTERACTIONS BETWEEN NATURE AND SOCIETY 577 pathways address all of the Sustainable Development Goals identified as being important in the Europe and Central Asia visions (5.1.2, 5.5.4), except Goal 7 (sustainable energy). The narrative offers the broadest set of actions targeting elements of nature, multiple contributions from nature to people (material, regulating and non-material) and multiple dimensions of a good quality of life (established but incomplete) (5.5.2, 5.5.4, 5.6.1). Different sets of actions and combinations of policy instruments are suggested by the different pathways. Joint instruments suggested across pathways give priority to participation, education and awareness raising, and often cross-scale integration and mainstreaming of environmental objectives across sectors (established but incomplete) (5.5.2, 5.5.3, 5.5.4, 5.5.6). The green economy and low carbon transformation pathways build towards sustainability without challenging the economic growth paradigm. They are implemented through combinations of top-down legal and regulatory instruments mixed with economic and financial instruments designed at regional (European Union) or national levels (Eastern Europe and Central Asia). Such pathways are often formulated at a sectoral level, and integration across sectoral pathways is critical. However, because green economy and low carbon transformation pathways do not fully mitigate trade-offs, they may not be sufficient alone to achieve sustainability (established but incomplete) (5.5.2, 5.5.4, 5.6.1). The trade-offs are better addressed by diverse local bottom-up transition movements or ecotopian solutions pathways (5.5.2). Such pathways reconsider fundamental values and lifestyles through sets of actions focusing on less resource-intensive lifestyles, education, knowledge sharing, good social relations and equity (e.g. food and dietary patterns, transport, energy and consumption patterns). Transition movements pathways also develop bottom-up transformative capabilities by combining rights-based instruments and customary norms (including indigenous and local knowledge) and social and information instruments (established but incomplete) (5.5.3, 5.5.4). The sets of actions proposed in the pathways are not mutually exclusive and can be combined. For example, actions from green economy and low carbon transformation pathways may pave the way towards more transformative transition movements pathways. Moreover, future transitions to sustainability may be fostered through cross-scale integration and mainstreaming of environmental issues into sectoral policies and decisions, along with nurturing diverse social, institutional and technological experiments (established but incomplete) (5.5.5). Participatory scenario, vision and pathway development is a powerful approach for knowledge co-production and has great potential for the explicit inclusion of indigenous and local knowledge (established but incomplete) (5.4.3, 5.5.1, 5.5.2, 5.5.6, 5.6.2). Many scenario, vision and pathways exercises include local stakeholders and their valuable knowledge and practices. However, the use of different knowledge systems, such as indigenous and local knowledge, was rarely explicitly mentioned in studies (5.6.2). Explicit examples that included indigenous and local knowledge (see Boxes 5.2, 5.6 and 5.10), show a clear added value from combining different forms of knowledge with technological innovations, and cultural diversity, norms and customary rights when pursuing goals of sustainable development (5.2.2, 5.5.2, 5.5.3, 5.5.6). Knowledge gaps and resulting uncertainties in exploring future interactions between nature and society are substantial because integrated assessments of future impacts on nature, nature's contributions to people and a good quality of life that take account of the complex interdependencies in human and environmental systems are rare (well established) (5.6.2). Very few studies were available for Central Asia and to a lesser extent for Eastern Europe (well established) (5.6.2). Less information was also available for marine systems than for terrestrial and freshwater systems (well established) (5.6.2). Few integrated scenario and modelling studies include indicators of nature's nonmaterial contributions to people and good quality of life (5.3.2, 5.5.1, 5.6.2) and therefore existing assessments of synergies and trade-offs are limited in the interactions and feedbacks they represent (well established) (5.3.2). No studies were found that assessed future flows of nature's contributions to people across countries, which would have been important to assess the impacts of the scenarios and pathways for Europe and Central Asia on other parts of the world (well established) (5.6.2). There is also a significant gap in the current literature in recognizing the diversity of values, with the focus being mainly on instrumental values (well established) (5.6.2). Finally, scenario and modelling studies include many uncertainties in their projections of the future resulting from input data, scenario assumptions, model structure and propagation of uncertainties across the integrated components of the systems, which should be borne in mind when interpreting their results (well established).

Social innovations are activities aiming at implementation of social objectives, including mainly the improvement of life of individuals and social groups, together with public policy and management objectives. The essay indicates and discusses the most important contemporary problems, solving of which requires social innovations.

Social innovations precondition the progress of civilisation. The world needs not only new technologies, but also new solutions of social and institutional nature that would be conducive to achieving social goals.

Social innovations are experimental social actions of organisational and institutional nature that aim at improving the quality of life of individuals, communities, nations, companies, circles, or social groups. Their experimental nature stems from the fact of introducing unique and one-time solutions on a large scale, the end results of which are often difficult to be fully predicted. For example, it was difficult to believe that opening new labour markets for foreigners in the countries of the European Union, which can be treated as a social innovation aiming at development of the international labour market, will result in the rapid development of the low-cost airlines, the offer of which will be available to a larger group of recipients. In other words, social innovations differ from economic innovations, as they are not about implementation of new types of production or gaining new markets, but about satisfying new needs, which are not provided by the market. Therefore, the most important distinction consists in that social innovations are concerned with improving the well-being of individuals and communities by additional employment, or increased consumption, as well as participation in solving the problems of individuals and social groups [CSTP, 2011]. In general, social innovations are activities aiming at implementation of social objectives, including mainly the improvement of life of individuals and social groups together with the objectives of public policy and management [Kowalczyk, Sobiecki, 2017]. Their implementation requires global, national, and individual actions. This requires joint operations, both at the scale of the entire globe, as well as in particular interest groups.

Why are social innovations a key point for the progress of civilisation? This is the effect of the clear domination of economic aspects and discrimination of social aspects of this progress. Until the 19th century, the economy was a part of a social structure. As described by K. Polanyi, it was submerged in social relations [Polanyi, 2010, p. 56]. In traditional societies, the economic system was in fact derived from the organisation of the society itself. The economy, consisting of small and dispersed craft businesses, was a part of the social, family, and neighbourhood structure. In the 20th century the situation reversed – the economy started to be the force shaping social structures, positions of individual groups, areas of wealth and poverty. The economy and the market mechanism have become independent from the world of politics and society. Today, the corporations control our lives. They decide what we eat, what we watch, what we wear, where we work and what we do [Bakan, 2006, p. 13].

The corporations started this spectacular "march to rule the world" in the late 19th century. After about a hundred years, at the end of the 20th century, the state under the pressure of corporations and globalisation, started a gradual, but systematic withdrawal from the economy, market and many other functions traditionally belonging to it. As a result, at the end of the last century, a corporation has become a dominant institution in the world. A characteristic feature of this condition is that it gives a complete priority to the interests of corporations. They make decisions of often adverse consequences for the entire social groups, regions, or local communities. They lead to social tensions, political breakdowns, and most often to repeated market turbulences. Thus, a substantial minority (corporations) obtain inconceivable benefits at the expense of the vast majority, that is broad professional and social groups. The lack of relative balance between the economy and society is a barrier to the progress of civilisation.

A growing global concern is the problem of migration. The present crisis, left unresolved, in the long term will return multiplied. Today, there are about 500 million people living in Europe, 1.5 billion in Africa and the Middle East, but in 2100, the population of Europe will be about 400 million and of the Middle East and Africa approximately 4.5 billion. Solving this problem, mainly through social and political innovations, can take place only by a joint operation of highly developed and developing countries. Is it an easy task? It's very difficult. Unfortunately, today, the world is going in the opposite direction. Instead of pursuing the community, empathic thinking, it aims towards nationalism and chauvinism. An example might be a part of the inaugural address of President Donald Trump, who said that the right of all nations is to put their own interests first. Of course, the United States of America will think about their own interests. As we go in the opposite direction, those who deal with global issues say – nothing will change, unless there is some great crisis, a major disaster that would cause that the great of this world will come to senses.

J.E. Stiglitz [2004], contrary to the current thinking and practice, believes that a different and better world is possible. Globalisation contains the potential of countless benefits from which people both in developing and highly developed countries can benefit. But the practice so far proves that still it is not grown up enough to use its potential in a fair manner. What is needed are new solutions, most of all social and political innovations (political, because they involve a violation of the previous arrangement of interests). Failure to search for breakthrough innovations of social and political nature that would meet the modern challenges, can lead the world to a disaster. Social innovation, and not economic, because the contemporary civilisation problems have their roots in this dimension.

A global problem, solution of which requires innovations of social and political nature, is the disruption of the balance between work and capital. In 2010, 400 richest people had assets such as the half of the poorer population of the world. In 2016, such part was in the possession of only 8 people. This shows the dramatic collapse of the balance between work and capital. The world cannot develop creating the technological progress while increasing unjustified inequalities, which inevitably lead to an outbreak of civil disturbances. This outbreak can have various organisation forms. In the days of the Internet and social media, it is easier to communicate with people. Therefore, paradoxically, some modern technologies create the conditions facilitating social protests. There is one more important and dangerous effect of implementing technological innovations without simultaneous creation and implementation of social innovations limiting the sky-rocketing increase of economic (followed by social) diversification. Sooner or later, technological progress will become so widespread that, due to the relatively low prices, it will make it possible for the weapons of mass destruction, especially biological and chemical weapons, to reach small terrorist groups. Then, a total, individualized war of global reach can develop. The individualisation of war will follow, as described by the famous German sociologist Ulrich Beck.

To avoid this, it is worth looking at the achievements of the Polish scientist Michał Kalecki, who 75 years ago argued that capitalism alone is not able to develop. It is because it aggressively seeks profit growth, but cannot turn profit into some profitable investments. Therefore, when uncertainty grows, capitalism cannot develop itself, and it must be accompanied by external factors, named by Kalecki – external development factors. These factors include state expenses, finances and, in accordance with the nomenclature of Kalecki – epochal innovations. And what are the current possibilities of activation of the external factors? In short – modest. The countries are indebted, and the basis for the development in the last 20 years were loans, which contributed to the growth of debt of economic entities. What, then, should we do? It is necessary to look for cheaper solutions, but such that are effective, that is breakthrough innovations. These undoubtedly include social and political innovations. Contemporary social innovation is not about investing big money and expensive resources in production, e.g. of a very expensive vaccine, which would be available for a small group of recipients. Today's social innovation should stimulate the use of lower amounts of resources to produce more products available to larger groups of recipients.

The progress of civilisation happens only as a result of a sustainable development in economic, social, and now also ecological terms. Economic (business) innovations, which help accelerate the growth rate of production and services, contribute to economic development. Profits of corporations increase and, at the same time, the economic objectives of the corporations are realised. But are the objectives of the society as a whole and its members individually realised equally, in parallel? In the chain of social reproduction there are four repeated phases: production – distribution – exchange – consumption. The key point from the social point of view is the phase of distribution. But what are the rules of distribution, how much and who gets from this "cake" produced in the social process of production? In the today's increasingly global economy, the most important mechanism of distribution is the market mechanism. However, in the long run, this mechanism leads to growing income and welfare disparities of various social groups.
Although, the income and welfare diversity in itself is nothing wrong, as it is the result of the diversification of effectiveness of factors of production, including work, the growing disparities to a large extent cannot be justified. Economic situation of the society members increasingly depends not on the contribution of work, but on the size of the capital invested, and the market position of the economic entity, and on the "governing power of capital" on the market. It should also be noted that this diversification is also related to speculative activities. Disparities between the implemented economic and social innovations can lead to the collapse of the progress of civilisation.

Nowadays, economic crises are often justified by, indeed, social and political considerations, such as marginalisation of nation states, imbalance of power (or imbalance of fear), religious conflicts, nationalism, chauvinism, etc. It is also considered that the first global financial crisis of the 21st century originated from the wrong social policy pursued by the US Government, which led to the creation of a gigantic public debt, which consequently led to an economic breakdown. This resulted in the financial crisis, but also in deepening of the social imbalances and widening of the circles of poverty and social exclusion. It can even be stated that it was a crisis in public confidence. Therefore, the causes of crises are the conflicts between the economic dimension of the development and its social dimension.

Contemporary world is filled with various innovations of economic or business nature (including technological, product, marketing, and in part – organisational). The existing solutions can be a source of economic progress, which is a component of the progress of civilisation. However, economic innovations do not complete the entire progress of civilisation moreover, the saturation, and often supersaturation with implementations and economic innovations leads to an excessive use of material factors of production. As a consequence, it results in lowering of the efficiency of their use, unnecessary extra burden to the planet, and passing of the negative effects on the society and future generations (of consumers). On the other hand, it leads to forcing the consumption of durable consumer goods, and gathering them "just in case", and also to the low degree of their use (e.g. more cars in a household than its members results in the additional load on traffic routes, which results in an increase in the inconvenience of movement of people, thus to the reduction of the quality of life).

Introduction of yet another economic innovation will not solve this problem. It can be solved only by social innovations that are in a permanent shortage. A social innovation which fosters solving the issue of excessive accumulation of tangible production goods is a developing phenomenon called sharing economy. It is based on the principle: "the use of a service provided by some welfare does not require being its owner". This principle allows for an economic use of resources located in households, but which have been "latent" so far. In this way, increasing of the scope of services provided (transport, residential and tourist accommodation) does not require any growth of additional tangible resources of factors of production. So, it contributes to the growth of household incomes, and inhibition of loading the planet with material goods processed by man [see Poniatowska-Jaksch, Sobiecki, 2016]. Another example: we live in times, in which, contrary to the law of T. Malthus, the planet is able to feed all people, that is to guarantee their minimum required nutrients. But still, millions of people die of starvation and malnutrition, but also due to obesity. Can this problem be solved with another economic innovation? Certainly not! Economic innovations will certainly help to partially solve the problem of nutrition, at least by the new methods of storing and preservation of foods, to reduce its waste in the phase of storage and transport. However, a key condition to solve this problem is to create and implement an innovation of a social nature (in many cases also political). We will not be able to speak about the progress of civilisation in a situation, where there are people dying of starvation and malnutrition.

A growing global social concern, resulting from implementation of an economic (technological) innovation will be robotisation, and more specifically – the effects arising from its dissemination on a large scale. So far, the issue has been postponed due to globalisation of the labour market, which led to cheapening of the work factor by more than ten times in the countries of Asia or South America. But it ends slowly. Labour becomes more and more expensive, which means that the robots become relatively cheap. The mechanism leading to low prices of the labour factor expires. Wages increase, and this changes the relationship of the prices of capital and labour. Capital becomes relatively cheaper and cheaper, and this leads to reducing of the demand for work, at the same time increasing the demand for capital (in the form of robots).

The introduction of robots will be an effect of the phenomenon of substitution of the factors of production. A cheaper factor (in this case capital in the form of robots) will be cheaper than the same activities performed by man. According to W. Szymański [2017], such change is a dysfunction of capitalism. A great challenge, because capitalism is based on the market-driven shaping of income. The market-driven shaping of income means that the income is derived from the sale of the factors of production. Most people have income from employment. Robots change this mechanism. It is estimated that scientific progress allows to create such number of robots that will replace billion people in the world. What will happen to those "superseded", what will replace the income from human labour? Capitalism will face an institutional challenge, and must replace the market-driven shaping of income with another, new one. The introduction of robots means microeconomic battle with the barrier of demand. To sell more, one needs to cut costs. The costs are lowered by the introduction of robots, but the use of robots reduces the demand for human labour. Lowering the demand for human labour results in the reduction of employment, and lower wages. Lower wages result in the reduction of the demand for goods and services. To increase the demand for goods and services, the companies must lower their costs, so they increase the involvement of robots, etc.

A mechanism of the vicious circle appears

If such a mass substitution of the factors of production is unfavourable from the point of view of stimulating the development of the economy, then something must be done to improve the adverse price relations for labour. How can the conditions of competition between a robot and a man be made equal, at least partially? Robots should be taxed. Bill Gates, among others, is a supporter of such a solution. However, this is only one of the tools that can be used. The solution of the problem requires a change in the mechanism, so a breakthrough innovation of a social and political nature. We can say that technological and product innovations force the creation of social and political innovations (maybe institutional changes). Product innovations solve some problems (e.g. they contribute to the reduction of production costs), but at the same time, give rise to others.

Progress of civilisation for centuries and even millennia was primarily an intellectual progress. It was difficult to discuss economic progress at that time. Then we had to deal with the imbalance between the economic and the social element. The insufficiency of the economic factor (otherwise than it is today) was the reason for the tensions and crises. Estimates of growth indicate that the increase in industrial production from ancient times to the first industrial revolution, that is until about 1700, was 0.1-0.2 per year on average. Only the next centuries brought about systematically increasing pace of economic growth. During 1700- 1820, it was 0.5% on an annual average, and between 1820-1913 – 1.5%, and between 1913-2012 – 3.0% [Piketty, 2015, p. 97]. So, the significant pace of the economic growth is found only at the turn of the 19th and 20th century. Additionally, the growth in this period refers predominantly to Europe and North America. The countries on other continents were either stuck in colonialism, structurally similar to the medieval period, or "lived" on the history of their former glory, as, for example, China and Japan, or to a lesser extent some countries of the Middle East and South America. The growth, having then the signs of the modern growth, that is the growth based on technological progress, was attributed mainly to Europe and the United States.

The progress of civilisation requires the creation of new social initiatives. Social innovations are indeed an additional capital to keep the social structure in balance. The social capital is seen as a means and purpose and as a primary source of new values for the members of the society. Social innovations also motivate every citizen to actively participate in this process. It is necessary, because traditional ways of solving social problems, even those known for a long time as unemployment, ageing of the society, or exclusion of considerable social and professional groups from the social and economic development, simply fail. "Old" problems are joined by new ones, such as the increase of social inequalities, climate change, or rapidly growing environmental pollution. New phenomena and problems require new solutions, changes to existing procedures, programmes, and often a completely different approach and instruments [Kowalczyk, Sobiecki, 2017].

The premise of this thesis holds that the organization of science is distributed in nature. That is, science takes place all over the world and within different spheres of society. Within the literature, the distributed organization of science is characterized in different ways. While some focus primarily on the substantive aspects of science such as the increasing importance of interdisciplinarity, others emphasize processes of de-institutionalization as seen in the cooperation between companies, universities and government agencies. Other contributions combine several aspects of science and as such for example speak of both the social and intellectual organization of science. More in general, then, the distributed organization of science can be characterized along different dimensions. The aim of this thesis is to provide insight into the nature and consequences of a distributed organization of science. We take the distinction between Mode 1 and Mode 2 knowledge production as a starting point to describe the distributed organization of science. Mode 1 knowledge production conforms in many respects to the traditional image of scientific knowledge production that takes place primarily within the university; under Mode 1 knowledge production science takes place within strongly defined disciplines and focuses on the fundamental comprehension of natural and social phenomena. In contrast, the idea of Mode 2 knowledge production is characterized by its heterogeneity along all dimensions. That is, besides universities, actors from industry and government are also involved in science; science takes place across disciplines rather than within disciplines only; and under Mode 2 knowledge production science involves not only a quest for fundamental laws and regularities, but has a clear public interest. Despite, or perhaps because of its rich description of science, the distinction between Mode 1 and Mode 2 knowledge production is much criticized. This criticism can be summarized in terms of three main points. First, the notion of Mode 2 knowledge production is conceptually vague. For example, it is unclear what exactly is meant by the notion of transdisciplinarity. Second, the empirical validity of claims on the emergence, prevalence, and persistence of Mode 2 knowledge production is debatable. Although at the project level there is evidence on an increase in the diversity of actors involved in science, it is unclear to what extent this also holds at the level of science systems at large. Finally, it is unclear to what extent Mode 2 knowledge production should be interpreted as a positive phenomenon in a normative sense. The normative implications of the idea of Mode 2 knowledge production have at least two sides. On the one hand the question arises to what extent and how diversity in the organization of distributed science indeed leads to more relevant knowledge. On the other hand, it could also be asked to what extent a development of science towards Mode 2 would prejudice the public interest of scientific knowledge. Within this thesis, the criticisms of the notion of Mode 2 knowledge production are picked up. As such, this thesis addresses (i) an analytical approach to the notion of Mode 2 knowledge production, (ii) the empirical validity of the notion of Mode 2 knowledge production, (iii) the establishment of relevance in a distributed organization of science, and (iv) the normative implications of Mode 2 knowledge production. To strengthen our arguments empirically, we use the case of diabetes medicine. Diabetes medicine is an interesting case for at least three reasons. First, diabetes is a socially relevant problem in the sense that a large group of people around the world are faced with this disease. Consequently, research on diabetes is also widespread. Second, diabetes constitutes a complex disease involving interacting factors such as genetics, lifestyle, and the environment. However, not only are the aspects involved in the constitution of this disease varied, as a consequence so are the people and organizations occupying themselves with finding solutions to this problem. What medical professionals call translational medicine seems to be especially accurate for diabetes, that is, as a description of medical science that concerns itself with diabetes duly takes into account the whole process from the laboratory bench to the patient bedside involving different actors. As such, the nature of diabetes as a scientific problem is immediately enmeshed with societal undertones whose provision of solutions is expected to be organized along various modes. Hence, we expect the organization of diabetes medicine to be characterized by Mode 2 rather than Mode 1 knowledge production. The patterns of a distributed organization of science are addressed empirically using bibliometric data. The choice for a quantitative approach in our empirical research is pragmatic; bibliometrics allows me to address the science system on a large (i.e. global) scale. More fundamentally, we take the scientific publication as a useful starting point to assess science. Here we make a distinction between research and science. Whereas research is about local knowledge production practices, science is first and foremost about the transformation of knowledge towards universal acceptance. As such, the scientific publication is taken as a first and necessary step towards the certification of knowledge as scientific. It follows that the organizational aspects of science that are displayed on the scientific publication such as authorships, affiliations and references provide an input to investigate the patterns underlying the distributed organization of science. Chapter 1 provides a first outline of an analytical approach to Mode 2 knowledge production. To substantiate the notion of Mode 2 knowledge production analytically we distinguish and define five forms of heterogeneity. First, institutional heterogeneity refers to the different value orientations and norms the different actors involved in science adhere to. Second, organizational heterogeneity refers to the different organizations involved in science. Third, geographical heterogeneity refers to science taking place in different countries, regions and cities. Fourth, cognitive heterogeneity refers to the various disciplinary backgrounds of actors. Finally, social heterogeneity refers to the different communities in which actors are active. While some descriptions of science focus on only one dimension of heterogeneity in the distributed organization of science, the notion of Mode 2 knowledge production provides a description of science along all of these five dimensions. The great advantage of studying science along these five dimensions is that we can now analytically address the distributed organization of science along multiple dimensions simultaneously. Then, chapter 2 provides an overview of the recent empirical literature on the distributed organization of science. Of central concern here is the relationship between proximity on the one hand and impact and collaboration on the other hand. At the relational level, the concept of proximity is taken as the counterpart of the concept of heterogeneity. That is to say, where cooperation takes place between operators who are in close proximity to each other, the relationships between these actors are described as homogenous rather than heterogeneous. The main conclusion of this literature review holds that most studies that examine the role of proximity in collaborative science look only at a limited number of proximity dimensions. It follows that to gain a complete understanding of the distributed organization of science we need to include multiple proximity dimensions simultaneously. Chapter 3 forms the prelude to the study of collaboration patterns between organizations in chapter 4. To come to such an analysis, first the idea of 'the organization' is discussed in chapter 3. While in quantitative science studies the nature of the organization is assumed to be unproblematic, within discussions of Mode 2 knowledge production precisely the opposite is true. That is, within the notion of Mode 2 knowledge production, the boundaries between, say, the university and the commercial enterprise have faded. As such, the organization is not an unambiguous unit of analysis in quantitative science studies. However, this does not mean that the organization cannot be used to study science at a higher level of aggregation. Rather, in taking the organization as the basic unit of analysis in quantitative science studies choices must be made in conceptualizing the organization in the first place. These choices are not completely value-free, but must be viewed in light of the research in which the organization as the unit of analysis is used. On the basis of various organization theories, chapter 3 shows how the organization can be conceptualized along several dimensions. Given our conceptualization of the organization that we proposed in chapter 3, chapter 4 analyzes collaboration patterns between organizations. Whereas in the literature on Mode 2 knowledge production the diversity of backgrounds of scientific actors is taken to form no obstacle for collaboration to take place, within the literature on proximity and innovation emphasis is put on the role of proximity in facilitating collaborative innovation. The latter does not mean that proximity needs to play a role along all five dimensions. On the contrary, there may be substitution between different forms of proximity. As such, differences may exist among science systems in how various proximity dimensions shape collaboration between organizations therein. Chapter 4 examines (i) to what extent proximity in all five dimensions plays a role in scientific collaboration in the field of type 2 diabetes and (ii) to what extent the European science system differs from the North American system of science in terms of the comparative importance of the five proximity dimensions. Regarding the role of proximity in scientific collaboration, the main conclusion of this chapter holds that in general all proximity dimensions play their role in shaping collaboration between organizations. In particular, geographical proximity plays an important role in scientific collaboration which suggests that a regional or national focus in the study of science and innovation systems is legitimate. On the other hand, the focus on a "Triple Helix" of university-industry-government relations is no less legitimate because of the relative importance of this type of collaboration, both in North America and in Europe. Regarding the comparison between the European and North American science system, a difference is observed in the role of geographical, social and organizational proximity in shaping scientific collaboration. Where geographical proximity plays a larger role within the European science system, social and organizational proximity play a larger role within the North American science system. The relative importance of geographical proximity within the European science system can be traced to the greater differences in terms of language and culture in Europe. On the other hand the relative importance of organizational and social proximity in North America suggests a more hierarchical system there. It is notable that with regard to the role of institutional proximity the two science systems do not differ. In other words, the attention paid in policy discussions to a relative absence of relationships between academic and non-academic actors in Europe as compared to North America is not justified. The last three chapters of this thesis discuss the implications of a distributed organization of science. First, chapter 5 addresses the citation as a measure of scientific (Mode 1) impact. Within science studies the citation is a contested measure of scientific impact. While some take little issue in using citation indicators, others completely dispense with the use of citation analysis as a tool for scientific evaluation. In order to get out of this impasse we turn to information science studies (in particular, "information retrieval" studies), in which the concept of relevance is important. Parallel to the debate on citation theories, where a distinction is made between a Mertonian perspective on citation as value and a rhetorical perspective on citation as personal, within the information science literature a distinction is made between relevance as system-oriented and relevance as user-oriented. Recently, however, a third perspective on relevance emerged within the information retrieval literature. This socio-cognitive perspective on relevance connects the system approach to the user approach on relevance by paying explicit attention to the context in which relevance is established. On the basis of this socio-cognitive perspective on relevance, we develop a supplement to existing citation theories on the basis of the notion of social embeddedness. The most important conclusion is that, on the basis of the concept of social embeddedness, the two opposite perspectives on citation can be connected. In all we argue that, in the context of Mode 1 knowledge production, the establishment of scientific relevance is contingent upon the structure of social networks and the position of scientists therein. Chapter 6 addresses the role of heterogeneity in relation to the societal relevance (Mode 2 impact) of science. Again we use the case of science in the field of type 2 diabetes. As in Chapter 4, we operationalize the distributed organization of science through five forms of heterogeneity. However, instead of talking about the role of distance (proximity) in the distributed organization of science we speak of the impact that diversity (singularity) in the organization of science has on in its societal relevance. To assess societal relevance, we use the references listed in a clinical practice guideline. Two types of references are distinguished: (i) references that are included in the clinical practice guideline but not as evidence for the treatment of type 2 diabetes and (ii) references that are included in the medical manual and also reflect evidence for the treatment of type 2 diabetes. In comparing the organizational aspects related to the publications associated with these two types of references, we assess the determinants of societal relevance in medical science in the field of type 2 diabetes. The main conclusion holds that, controlling for the scientific relevance of publications, only geographical diversity increases the likelihood of societal relevance. In all it seems that heterogeneity in the distributed organization of science does not naturally lead to a greater chance of societally relevant knowledge. Interesting fact is that publications in which industry is involved have a greater chance of becoming societally relevant. This suggests that the influence of industry in the creation of societally relevant knowledge is large. Finally, chapter 7 elaborates further on the position of industry in medicine. We assess the publication behavior of firms in a context of complete information disclosure where firms face the choice of publishing study outcomes either in scientific publications or in web publications. Due to recent institutional reforms it is now mandated to register clinical trial protocols before onset and publish basic results after study completion. For a sample of clinical trials on diabetes, we link clinical trial protocols to result publications and classify those publications based on the type of evidence they disclose. The results indicate that under conditions of complete information disclosure, firms do indeed not publish less than not-for-profit organizations. However, firms strategically publish in scientific journals where they highlight favorable outcomes to their therapies and clinically relevant studies, since regulators value evidence published in peerreviewed journals much more than evidence published on web sites without peer-review. Thus, despite institutional reforms, pharmaceutical firms still find a way to strategically highlight particular pieces of evidence in scientific journals. We conclude that concerns about publication based on the nature of evidence have shifted rather than disappeared. The presented results in this chapter thus signal a problem of persistent publication bias of a more fundamental nature which is not easily solved by regulatory reform alone. The general conclusion of this thesis is threefold. First, the framework of proximity (distance) and diversity (uniformity) along five dimensions provides a useful analytical tool to address the distributed organization of science. Using this framework, two important critiques on the idea of Mode 2 knowledge production, namely its lacking conceptual clarity and empirical validity, can be tackled. Characterizing scientific actors and their relations along lines of geographical, social, cognitive, institutional, and organizational heterogeneity, renders a more distinct picture of the distributed organization of science. Second, the idea of Mode 2 knowledge production as conceptualized along five dimensions of heterogeneity takes different shapes depending on the level of aggregation. On the level of individual organizations we argue that since the boundaries of the organizations are inherently blurred, many organizations can in principle be characterized as Mode 2. Yet, our empirical analysis shows that on an aggregate level the science system as a whole is not likely to be characterized as Mode 2. Rather, proximity plays an important role in shaping collaboration among organizations. Third, the implications of heterogeneity or Mode 2-ness in the distributed organization of science are ambiguous. On the one hand, heterogeneity in the distributed organization of (medical) science does not render societal relevant knowledge more likely per se. We only find evidence of an increase in the likelihood of societal relevant outcomes under geographical diversity and not for the other four dimensions of heterogeneity. On the other hand, the involvement of industrial actors does render societal relevant knowledge more likely. However, the extent to which such involvement is desirable from a normative perspective is unclear. What holds is that pharmaceutical companies publish their study outcomes strategically. This study has two important implications for further research on the distributed organization of science. First, the framework of proximity and diversity along several dimensions provides an input for further research on the distributed organization of science. Not only can local science systems in this way be compared; in principle one can also compare different disciplinary systems in the same way. In addition, the dynamics of scientific collaboration can be addressed using social network analysis techniques. Second, the relationship between scientific and societal relevance warrants further research. Some exceptions aside, much of quantitative science studies focuses primarily on the development of scientific relevance leaving societal relevance often unaddressed. Ultimately, such data sets enable us to get a better description and explanation of the whole sequence from research via publication towards science becoming societally relevant. More in general, quantitative studies of science might bring together our understanding of knowledge production by not only taking into account journal publication data but also considering alternative data sets reflecting upon research and science's societal relevance. Finally, with regard to science policy, the question holds what kind of heterogeneity should be targeted given the particular scientific and societal problems at stake. In addition, science policy makers should take into account the institutional requirements of a heterogeneous science system. Non-traditional scientific actors such as companies have interests that are not necessarily in line with the public provision of scientific knowledge. This does not mean that these actors by definition should be excluded from science. Rather, this raises the question whether the way that science is traditionally organized still adequately serves the general interest of public knowledge provision.

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Siddharth Mallavarapu on International
Asymmetries, Ethnocentrism, and a View on IR from India












How is the rise of the BRICs in the international
political and economic system reflected in our understanding of that system?
One key insight is that the discipline of International Relations that has
emanated from the northern hemisphere is far less 'international' than is
widely thought. Scholars from the 'Global South' increasingly raise important
challenges to the provincialism of IR theory with a universal pretense.
Siddharth Mallavarapu's work has consistently engaged with such questions. In
this Talk, Mallavarapu, amongst
others, elaborates on IR's ethnocentrism, the multitude of voices in the Global
South, and why he rather speaks of a 'voice from India' rather than an 'Indian
IR theory'.




Print version of this Talk (pdf)






What is, according to you, the biggest challenge / principal debate in
current IR? What is your position or answer to this challenge / in this debate?



One of the things I constantly contend with in my work
is to think of ways of how we can widen our notion of the international. IR has been too closely linked to the fortunes of
the major powers, and this has been to our detriment, because it has
impoverished our sense of international. I think the spirit of what I contend
with is best captured by what Ngugi wa Thiong'o in his book Globalectics:
Theory and Politics of Knowing concerns himself with, namely '…the
organization of literary space and the politics of knowing'. My interest is to
grapple with the manner in which the discipline of International Relations in
its dominant mainstream idiom orchestrates and administers intellectual space
and the implications this carries for the broader politics of knowledge. Simply
put, the principal challenge is to confront various species of ethnocentrism –
particularly Anglo-American accents of parochialism in the mainstream account
of International Relations.



I am also keenly sensitive to some disciplinary biases
and prejudices, which I think sometimes take on tacit forms and sometimes more
explicit forms, and in which provincial experiences are passed off as universal
experiences. The whole question of 'benchmarking' is problematic, in that a
benchmark is set by one, and others are expected to measure up to that
benchmark. Then there is the question of certain theories, for example the idea
that hegemony is desirable from the perspective of international stability –
think of the Hegemonic Stability Theory in the 1970s, or the Democratic Peace Theory that assumes that liberal democracy is an unsurpassed
political form from the perspective of peace. Then there is human rights
advocacy of a particular kind, and the whole idea of the 'Long Peace' applied
to the Cold War years. In reality, this was far from a 'long peace' for many
countries in the Third World during the same era.



I am also interested right now in the issue of the
evolution of IR theory, and was really intrigued by the September 2013 issue of
the EuropeanJournal of International Relations, with its focus on 'the End of International Relations Theory': I find
this fascinating, because just at a time when there are new players or re-emerging and re-surfacing
players in the international system, there is a move to delegitimize IR Theory
itself. So I am curious about the conjuncture and the set of sociologies of
knowledge that inform particular terms and turns in the discipline.



My response to this challenge
is to consciously work towards inserting other voices, traditions and
sensibilities in the discipline to problematize its straightforward and
simplistic understanding of large chunks of the world. My work is informed by
what international relations praxis looks
like in other places and how it is locally interpreted in those contexts. There
are gaps in mainstream narratives and I am interested in finding ways to create
space for a more substantive engagement with other perspectives by broadening
the disciplinary context. This is not merely a matter of inclusive elegance but
a matter of life and death because poor knowledge as evident from the
historical record generates disastrous political judgments that have already
resulted in considerable loss of human life, often worst impacting the former
colonies.



The global south holds a particular attraction for me
in this context, especially given its often problematic representations in
mainstream IR discourse. The underlying premise here is that the discipline of
IR will stand to be enriched by drawing on a much wider repertoire of human
experiences than it currently does. The normative imperative is to nudge us all
in the direction of being more circumspect before we pronounce or pass quick
and often harsh political assessments about sights, sounds, smells and
political ecologies we are unfamiliar with. IR as a discipline needs to reflect
the considerable diversity.  



My doctoral research on the role of the International Court
of Justice advisory opinion rendered in July 1996 on the legality of the threat
or use of nuclear weapons provided an opportunity to probe this diversity
further. While advancing a case for categorical illegality of nuclear use under
all circumstances, Judge Christopher Gregory Weeramantry discusses at length the multicultural bases of
international humanitarian law. In doing so, he combines knowledge of world
religions, postcolonial histories and canonical international law to frame his
erudite opinion, which displays a thoughtful engagement with often neglected or
obscured sensibilities.



These examples can be exponentially multiplied. Such a
sentiment is most succinctly captured by Chinua Achebe in Home and
Exile where he argues that '…my hope for the twenty-first [century] is that
it will see the first fruits of the balance of stories among the world's
peoples'. It most critically calls for '…the process of 're-storying' peoples
who had been knocked silent by the trauma of all kinds of dispossession'. I would treat this as an important charter or
intellectual map for anybody embarking on the study of International Relations
today. I would also like to add that this storytelling would inevitably
encounter the categories and many avatars
of race, class, gender and nationality crisscrossing and intersecting in all
sorts of possible combinations generating a whole host of political outcomes as
well.  



The skewed politics of knowledge is most evident when
it comes to theory with a big 'T' in particular. Most theories of International
Relations emanate from the Anglo-American metropole and little from elsewhere.
This is not because of an absence of theoretical reflection in other milieus but
due rather to a not so accidental privileging of some parts of experiential
reality over others. IR has been too caught up with the major powers. I could
think of conscious efforts to theorize both in the past and in the present
elements of reality hidden from conventional vantage points. One recent illustration
of social and political theorizing from the context I am more familiar with is an
account by Gopal Guru and Sundar Sarukkai titled The Cracked Mirror: An Indian Debate on Experience and Theory. There
are on-going theoretical engagements in Africa, the Arab world, Asia and South
America reflecting an intellectual ferment both within and outside of these
societies. International Relations as a discipline has to find ways of
explicitly engaging these texts and relating it to prevailing currents in world
politics rather than carry on an elaborate pretence of their non-existence. I
am more troubled by claims of an 'end of International Relations theory' just
at a moment when the world is opening up to new political possibilities
stemming from the projected growth in international influence of parts of Asia,
Africa, the Arab world and South America. IR has to move beyond its obsession
of focusing on the major powers and seriously democratize its content. The
terms 'global' or 'international' cannot be a monopoly or even an oligopoly.
Such a view has severely impoverished our understanding of the contemporary world.





How did you
arrive at where you currently are in IR?



I cannot really claim that this was a neatly planned
trajectory. I stumbled upon the discipline by chance not design. My initial
curiosity about the world of social cognition emerged from a slice of my medical
history. When I was at school in my early teens, I developed a condition referred
to as Leucoderma or Vitiligo which involved skin depigmentation. I enjoyed
writing from an early stage and recall recording my observations of the world
around me in a piece titled Etiology
Unknown borrowing language from the doctor's diagnosis. I recall an urgency
to comprehend and make sense of what I perceived then as a fast changing world
where old certitudes were dissolving on a daily basis. I felt an outsider at
some remove from my earlier self and it gave me on retrospect a distinct
vantage point to witness the world around me. It was impacting who I thought I
was and thereby compelled me to confront issues of identity – individual and
social. An extremely supportive family made all the difference during these
years.



The turmoil and confusion in those years led me to
develop a deeper interest in understanding more loosely why people reacted in
particular sorts of ways to what was in medical terms merely a cosmetic change.
It also led me to informally forge community whenever I saw anybody else experiencing
similar states of being. I also internalized one of the first ingredients of
good social science – the capacity to be empathetic and put ourselves in others
shoes. I learnt that the discipline of Sociology among the available choices in
my milieu came closest to allowing me to pursue these concerns more
systematically further. I applied to a Sociology master's programme after my
undergraduate years at Jawaharlal Nehru University in Delhi, but I had also
applied simultaneously to the International Relations programme since in my
understanding it after all concerned the wider world – an extension of scale
but similar I imagined in terms of the canvas of concerns. The numbers in India
are large, the competition is stiff: I made it to the IR programme but did not
make it to the Sociology programme.



Having got there, I had some outstanding influences,
and I soon realized that one could also think about issues of identity (then
cast by me in terms of simple binaries – home and the external world, the
relationship of inside and outside, victors and the vanquished) in the
discipline of IR. I decided to stick the course and delve into these questions
more deeply while keeping up with a broader interest in the social sciences.



I could list a few influences that were critical at
various stages of my academic biography: at high school, an economics teacher S.
Venkata Lakshmi was very encouraging and positive and confirmed my intuitive
sense that I would enjoy the social sciences. Subsequently at college I had in
Father Ambrose Pinto a fine teacher of Political Science. He would take us on
small field excursions to observe first hand issues such as caste conflicts in
a neighbouring village, and all that helped me develop a sharper sense of the
political which moved away from the textbook and was strongly anchored in the local
context.



At the graduate level of study, Kanti Bajpai who later also became my mentor and advisor in the doctoral programme
exercised an enormous influence as a role model. I was convinced that a life of
the mind is worth aspiring and working towards once I came into contact with
him in the classroom. He also exposed me to all the basic building blocks of an
academic life – reading, writing, researching, teaching and publishing,
demonstrating at all times both patience and unparalleled generosity. We have
collaborated on two edited volumes on International
Relations in India and I continue to greatly value an enduring friendship.



For over a decade, I have also had the good fortune of
coming into contact with B.S. Chimni who is an exemplary scholar in the Third World Approaches to
International Law (TWAIL) tradition. It has been a great joy bouncing off ideas and discussing
at length various facets of International Relations, International Law and
Political Theory together over the years. I have learnt much from this rich and
continued association. In 2012 we worked jointly on an edited book titled International Relations: Perspectives for
the Global South.



I have also learnt (and continue to do so) from my
students both at Jawaharlal Nehru University (JNU) and at the South Asian
University (SAU). At JNU, I made my beginnings and continue to take some pride
in being intellectually home spun at one of the foundational and premier
crucibles of International Relations scholarship in India. I have also
thoroughly enjoyed my interactions over the years with the students drawn from
diverse backgrounds. At SAU, I have in the space of a short period been exposed
to some fine students from across the South Asian region. I have often been
impressed by their understanding of politics and on occasion have marvelled at
their demonstration of a maturity beyond their years. There is much I learn
from them particularly from their insider narratives of the unique political
experiences and trajectories of their specific countries.



Himadeep Muppidi has also been a remarkable influence
in terms of clarifying my thinking about the workings of the global IR episteme.
His receptivity to hitherto neglected intellectual inheritances from outside
the mainstream and most evidently his capacity to write with soul, passion and
character while retaining a deep suspicion of the 'objectivity' fetish in the
social sciences has alerted me to a whole new metaphysics and aesthetic of
interpreting IR. The thread that runs through all these interests and
influences is firstly the issue of context, and secondly the question of agency
–what it meant to be marginal in some sense, how could one think about
theorizing questions relating to dispossession, relating to a certain degree of
marginality– and also the broader issue of the politics of knowledge itself: of
how certain attitudes and concepts seem to obscure or deface certain
conditions, which seem to be quite prevalent.



I have also found excellent academic conversationalists
with sometimes differing perspectives who help sharpen my arguments
considerably. I would like to make special mention of Thomas Fues and the fascinating
global governance school that he offers intellectual stewardship to in Bonn. In
the years to come, I look forward to further intellectual collaborations with
scholars from Brazil and South Africa and other parts of South America and
Africa as well as the Arab world.





What would a
student need to become a specialist in IR or understand the world in a global
way?



The key without a doubt is curiosity. I do my best to
feed that curiosity as a teacher. I also think Gerardo Munck and Richard
Snyder's counsel and interviews in their book, Passion, Craft and Method in Comparative Politics are a useful
resource for students wanting to study International Relations. I also feel
strongly that classics need to be read and engaged with, by bringing them into
play in our contemporary dilemmas. I find that many of the questions we ask
today are not necessarily entirely new questions: there is a history to them
and there has been some careful thought given to them in the past, so it is
important to partake of this inheritance.



Then there is language: it is vital for students to
break out of one particular region or one particular set of concerns which flow
from a limited context, and in this way to become willing to engage with other
contexts. In this sense, language learning potentially opens up other worlds. I also believe that some exposure to quantitative methods is important:
you need to be able
to both contextualize and interpret data with some degree of confidence and not
overlook them when approaching texts. Not
everybody may choose it but we need to make the distinction between The Signal and the Noise as Nate Silverreminds us. I have found Marc Trachtenberg's The Craft of International History (chapter 1 in PDF here) a very useful text in providing
some very practical advice in fine tuning our research designs to weave the
past into our present. D.D. Kosambi's essay on 'combining methods' (PDF here) still
provides important clues to thinking creatively about method.



I also think it is important for students to avoid the
temptations of insularity and also pose questions in a fashion that allows them
to explore the workings of these questions in diverse settings. They should be open to a
diversity of methods from different disciplines such as ethnography, and
develop a deeper historical sensitivity, all these are crucial to shaping up as
a good scholar.



In sum, the importance of classics, fieldwork and
language acquisition cannot be emphasized sufficiently. Classics bring us back
to refined thought concerning enduring questions, language opens up other
worlds, and field work compels one to at least temporarily inhabit the trenches,
dirty your hands and acquire an earthy sense of the issues at hand.





Given the
importance you attach to the learning of language, among other things, and the
linguistic diversity that characterises India, do you often perceive language
to be a barrier to understanding?



I think language works in two ways. On the one hand,
each language has a specific manner of framing issues and a specific set of
sensibilities associated with it which in some respects is quite unique.
However, languages also lend themselves to different cross-cultural
interpretations and adaptations. Kristina S. Ten in an evocative piece titled 'Vehicles for Story: Chinua Achebe and Ngũgĩ wa Thiong'o on Defining African Literature,Preserving Culture and Self' maps some key lines of an enduring debate. Thiong'o
has a particularly strong position on this question of language: he says he no
longer wants to write in the English language, but instead in his native Gikuyu,
as well as Swahili. He argues that language has to do with memory, has to do
with what he calls a soul, and he maintains that language hierarchies are very
real and that we must contribute to enriching our own pools of language to
begin with, if we are to contribute to a much wider, global repertoire of
languages. In contrast, Chinua Achebe whom I mentioned earlier, very often wrote
in English and held the position that it was important to be accessible to more
people and to reach diverse audiences who would not necessarily be from his
home country. He said it was possible to use a language like English and permeate
it with local texture, wisdom and pulse – something he has exemplified in his
own work. I consider his writings a testimony to how well that can be done.



So there is a bit of a divide in terms of how one can
look at this question of language, but teaching in India I know that there are
students who may be very bright but who are constrained by the fact that they
have not had the same access to English schools, and therefore are restricted
to the vernacular. These students may have some very good ideas, but they feel disadvantaged
by the fact that their command of the English language is not sufficient to
guarantee close attention to what they wish to say. Some work hard to overcome
these challenges and meet with considerable success. While I think it is
wonderful to learn another language, it does not need to entail a diffidence or
neglect of one's own native language or any other vernacular language. My
impression is that if unimaginatively pursued something is lost in the process
and students end up feeling diffident and apologetic about their native language
which is entirely undesirable. I believe therefore that while one should enthusiastically
embrace new languages, the challenge is to accomplish this without unconsciously
obscuring one's native tongue. Having said that, all of us in India are keen to
go to English language schools. Vernacular languages have often lost out in the
process. So there is something to be said about this concern about language. We
have to tread carefully and remain attentive to how language hierarchies are
positioned and deployed for advancing particular species of knowledge claims.





From the
language issues flow conceptual questions: Asia is a Western construct, and
South Asia an extension of that. You reluctantly use this term, South Asia, in
what you call shorthand, and similarly terms "nation" and "state". How can we
break away from these concepts if we don't have a new vocabulary?



This really flows from the fact that IR is still very
much an ethnocentric construct. We are also suggesting in the same breath that
there is a particular form in which most concepts and categories tend to be
employed. I think IR language is imbued at least partly with the vocabulary of
the hegemon or of the dominant powers, so that it shares with the area studies' legacy the political connotations that are still very much with us. One
way that I try to break away from this when I introduce students to these
concepts and categories is by focusing on the lineage and the broader
intellectual history and etymology of concepts which come into play in IR.
Students are in any case acutely aware of the fact that there is a strong area
studies tradition which has mapped the world in a particular way which was not an
innocent discursive formation by any stretch of imagination. They also
recognize that this is not the only framing possible. The challenge for us is
of course to introduce new concepts and categories. I noticed for instance that
South Asia has become 'Southern Asia' for some strategic commentators (StevenA. Hoffmann among others) because 'Southern Asia' also includes China. However,
when it is done from the perspective of strategy there are other interests intertwined
such as specific geopolitical assessments.



What I try to do, rather, is to draw on the deeper
histories within the region itself, in order to arrive at concepts and
conceptions which are more germane to our context. I don't think I've succeeded
in this project as yet, but one of the reasons why I think it's important to
historicise these elements and even categories is to open up the possibility of
thinking about different imaginaries and along with that different categories.
I don't want to call it an alternative vocabulary, because I think that some
sensibilities have been given short shrift in history, and some provincial
experiences have more successfully masqueraded as universal experiences. Therefore,
part of the challenge is to call that bluff, while another part of the
challenge is to reconstruct and offer fresh perspectives. These may even be
questions about traditional issues such as order or justice, questions of
political authority, political rule or legitimacy. These are questions which
are of concern to all societies though individual responses may not echo the
language and slants of conventional IR theory. However, they may throw up some
sophisticated formulations on these very issues. A part of the challenge for
the IR scholar, then, is to recover and bring these ideas into the sinews of the
mainstream IR academia.



It is equally important to avoid any sort of nativism,
or to suggest that this is necessarily 'the best' approach, but to widen the
inventory before moving on to stimulating a real conversation between divergent
conceptions. We must avoid falling into the trap of what Ulrich Beck among
others has referred to as 'methodological nationalism'. I am by no means
suggesting that there is 'an Indian theory' of IR, but what I am curious about
is how the world is viewed from this particular location. That is quite
different from suggesting that there is a national project or a national school
of IR. I think that distinction needs to be made more subtly and needs to come
through more clearly, but one of the projects I am currently involved in is the
chronicling of a disciplinary history of IR in India and what that tells us
about Indians and their readings of the world outside their home. In that
process, I ask what the key issues that animated particularly an earlier
generation of scholars - how did they present these ideas and why did they
avoid using certain forms of presentation and framing? What were some of the
conspicuous presences and nonappearances in their work? Exploring these sorts
of issues will lead us forward by, firstly, bringing to bear all these pieces
of work which I feel have been ignored or have not received their due, and secondly,
by showing that there is a fair amount of diversity of thinking even in the
earlier generations of IR scholarship. The intent is to avoid a monolithic
conception of IR that emerges from India. I will have to make this point much
more clearly and emphatically in the future, and hope that my focus on
disciplinary history will contribute to some critical ground clearing. Similar
inventories of IR scholarship need to be assembled in different locations from
Africa, South America, other parts of Asia and the Arab world.



Many of these projects then also link up to very
practical questions. One of the issues that is of interest to me in this
context is that of South-South cooperation, such as for instance the IBSA Dialogue Forum, or the grouping known as BRICS, or the broader forum of
the G-20. There is evidence that the traditional structures and ways of doing
things are increasingly suspect and being viewed with suspicion by some actors
within the international system. It is therefore more important now to reopen
some of these questions and to think afresh about such things as institutional
design: what does it mean to be talking about "democratising international
relations"? How can we think of more inclusive and legitimate institutions? How
can we think about ways in which we can cooperate for the provision of global
public goods, but in a manner which is historically more legitimate and fair?
How can we address previous asymmetries that are not necessarily going to just
disappear? How do we deal with old power structures and their residual
influences in terms of the Westphalian state system? What legacy has been
enshrined for instance in the Bretton Woods institutions and what has that
legacy meant? What happened to non-alignment? Vijay Prashad chronicles
vividly the promise and unfulfilled promise of the non-aligned movement in
his fascinating account titled The Darker
Nations: A People's History of the Third World. How the past plays out in
terms of contemporary global governance questions and arrangements is fundamental
to my research interests. I have recently intervened on the Responsibility to
Protect (R2P) doctrine and its practice. I have been rather critical arguing that it
cannot be disassociated from a longer history of interventionism by the major
powers in the global south however benign its dressing. A thread that runs
through my work is to demonstrate how historical asymmetry continues to manifest
in terms of how the contemporary international system is structured. And I ask if
we are to arrive at a more legitimate, inclusive and effective international
system, then what are the mechanisms and steps which we need to work towards?





What do you
imagine that process might look like? Do we need to return to a 'world of
villages' (the 1300s) before we can reinvent IR, the national and the global?
Do we need micro histories before we can reassemble a bigger history or is a
subtle shift possible?



There are two levels on which this can happen: on one
level the changes that seem to work are incremental changes and not
lock-stock-and-barrel fundamental changes. In terms of scale, different
scholars do different things. Some scholars are interested in micro histories,
others are interested in macro histories and asking the big questions.



I imagine both these projects are important and there
should be more scholars from the global south as well who ask the big macro questions.
What has happened for too long is that we have relegated this responsibility to
the traditional post Second World War major powers and they have treated it as
natural to offer us macro-historical narratives and pictures. I think scholars
from the global south need now to attend to both tasks: to write good micro
histories as well as reframe the larger questions of macro history. I would add
that normative concerns such as the content and feasibility of global justice needs
also to be an integral part of contemporary international relations
scholarship. For instance, it would be fair to ask that in a world of plenty,
why do so many people go hungry?



So if you were to ask me about my dreams and my hopes,
I still think that the 1955 Bandung Conference and subsequent nonalignment visions
remain unfinished business. I hope that within the span of the current
generation there is greater egalitarianism accomplished in the international
system and ultimately a balance not just in terms of what Achebe called the stories
of the world, but also in terms of actual institutional designs and political outcomes.
This should translate into much better provision of various public goods to global
citizenry with special attention to those who have been historically
disadvantaged. For assorted reasons there have been deep asymmetries within the
international system which have persisted and resulted in diminishing the life
chances and collective self-esteem of various peoples in the global south. There
is an urgent need to both acknowledge and remedy the situation in the world we
live in.





In your
experience, what is the role of the IR scholar in India in relation to the
foreign policy establishment and the policy makers?



It is quite hard to find traction of one's ideas in
terms of any influence of scholars or groups of scholars on the social or
political establishment. Overall I would say that academia has for  a long time not been taken seriously by the
foreign policy establishment, and that has more to do with the institutional
structure where there is a pecking order and the bureaucracy sees itself as
being better informed. Even in academic conference settings, one could periodically
expect a practitioner of foreign policy to argue that they know best having
been present at a particular negotiation or at the outbreak, duration and
conclusion of any recent episode in diplomatic history. This does not in reality
translate into the best knowledge because there is the possibility that besides
the immediate detail, the absence of a larger historical context or even
unaccounted variables in terms of the contemporary political forces at work
during that moment could be blind spots in the narrative. It is fair to say
therefore that the influence of academia on the Indian foreign policy
establishment by and large has tended to be minimal. However, one could make
the argument today that there are some early stirrings of changes in the offing.




Quite evidently, the Indian Foreign Service is far too
miniscule for a country of India's size and desired influence in the
international system. There is a perceived need from within the foreign policy
establishment to draw on expertise from elsewhere and on occasion they do turn
to the academia to invite counsel on specific issues. From the perspective of
the IR academic, it is perhaps equally important to be not too close to the
corridors of power as it could alter the incentive structure to the detriment
of independent opinion making for securing short or long term political
patronage.





Siddharth Mallavarapu is currently Associate
Professor and Chairperson at the Department of International Relations at the South
Asian University in New Delhi. He is on deputation from the School of
International Studies at Jawaharlal Nehru University. He completed his doctoral
thesis on the politics of norm creation in the context of an Advisory Opinion
rendered by the International Court of Justice in 1996 on nuclear weapon threat
or use. This culminated in his first book, Banning
the Bomb: The Politics of Norm Creation. His principal areas of academic
focus include international relations theory, intellectual histories of the
global south, disciplinary histories of IR, global governance debates and more
recently the implications of recent developments in the field of cognition on
the social sciences. Mallavarapu retains a special interest in issues related
to the politics of knowledge and examines the claims advanced in the discipline
of International Relations through this perspective. His immediate teaching
commitments include a graduate course on 'Cognition and World Politics' and a
doctoral level course on 'Advanced Research Methods'. He has co-edited (with
Kanti Bajpai) two books on recent Indian contributions to International
Relations theory. In 2012 along with B.S. Chimni, he co-edited International Relations: Perspectives for
the Global South.





Related links

Faculty Profile



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Read
Mallavarapu's Dissent of Judge
Weeramantry (2006 book chapter) here (pdf)
Read
Mallavarapu's Indian
Thinking in International Relations here (pdf)
Read
Mallavarapu's Because
of America here (pdf)
Read
Mallavarapu's Nuclear
Detonations: Contemplating Catastrophe here (pdf)


Print version of this Talk (pdf)

Special Advent Issue of Volume 63 of the Review for Religious, 2004. ; .Sp~rttuality.Revtew, a supplcmcnt.of Rewew for Religious, is looki~g~i~6 facilita , , a~iitib aG oodg,. u:deia.loo~,e. within ~.,~ou"r s"elv aes~; d)ialo~e wi~th i~n:e anotbeg.~ s POpe.Paul~n Said, our ~ay, of beingchurcb # to~y the way qdialo~e. Spirituality Review, a supplement of Review for Religious, is published at Saint Louis University by the Jesuits of the Missouri Province twice a year during the Lent/Easter and Advent/Christmas seasons. Please send all correspondence to: Review for Religious; Editorial Office: 3601 Lindell Boulevard ¯ St. Louis, Missouri 63108-3393 Telephone: 314-977-7363 ¯ Fax: 314-977-7362 See inside back cover for information on subscription rates to Review for Religious. Spirituality Review, a supplement of Review for Religious, is an interactive journal. We ask you, our readers, to give us your reactions and your suggestions. Please write to our address given above or fax: 314-977-7362 email us at: review@slu.edu * Web site: www.reviewforreligious.org ©2004 Review for Religious Permission is herewith granted to copy any material contained in this supplement issue of Review for Religious for personal or internal use, or for the personal or internal use of specific library clients within the limits outlined in Sections 107 and/or 108 of the United States Copyright Law. All copies made under this permission must bear notice of the source, date, and copyright owner on the first page. This permission is NOT extended to copying for commercial distribution, adver-tising, institutional promotion, or for the creation of new collective works or anthologies. Such permission will only be considered on written application to the Editor, Review for Religious. S pi ituality eview Review .for Religious Supplement Editor David L. Fleming SJ Associate Editor Philip C. Fischer SJ Canonical Counsel Elizabeth McDonough OP Scripture Scope Eugene Hensell OSB Editorial Staff Mary Ann Foppe TracT Gramm Judy Sharp Webmaster Clare Boehmer ASC ~amer SM '-Iughes RSCJ Larkin OCarm .amgela Menard ry Steib SVD L~keritis CSJ ADVENT CHRISTMAS 2004 contents tracings reaching out Saint It! D.M. Flynn offers an overview of saints throughout history that challenges us to recognize the saints around us and to model saintliness for others. Reflection 13 expecting in hope l~ Imaging Isaiah David L. Fleming SJ suggests we meet the prophet Isaiah for his guidance through Advent. Prayer and Reflection Questions 17 remembering ~ Dismas's Dying Moments: Reflections on "Palpable Grace" Robert P. Maloney CM employs a type of lectio divina on the Lucan story of the "good thief" in order to offer some reflections on palpable grace. Prayer 23 expanding our world My Associates Robert North SJ enlarges our prayer by his suggestion of including "my associates," and he further explains the extent of this term. Prayer and Reflection Question SpiHt~ality Review ~.~,o mcmaea as a bonus A Spirituality fo: . orary Life:The Jesuit Heritage TodaCyo)n .t.e.m. p_ Prisms for a Christ-Life .@. .$1 Notes on the Spiritual Exercises @ God has imprinted upon all created things his traces, trail, or footsteps, so that the knowledge we have of his divine Majesty through created things seems nothing other than the sight of the feet of God. St. Francis de Sales Asking for help does not come easy for many adults. They mistakenly think that all mature persons (like themselves!) have all the resources they need. At the other extreme, there are peo-ple who are quick to condemn anyone who does not ask for help: "They are trying to be like a god, self-sufficient and not needing others." Yet our Christian understanding is that God, incarnate in Jesus, is one who asks for our help. In the New Testament, we see that Jesus sought out apostles and disciples and shared his mis-sion about the reign of God with them. Jesus was acting in continuity with God working with the Hebrew patriarchs Abraham and Moses and the kings David and Solomon and the prophets Isaiah and Jeremiah. God is always reaching out and asking for our human help. This familiar thought expresses a deep truth: "God has no tracings Advent/Christntas 2004 Tracings hands but our hands, no other feet but our feet." That is the ordinary way that God reaches out to help others. The Christian belief in the communion of saints is based on our faith that God works with and through us to bring about the reign of God. We all are meant to help one another--those of us living now and those who have preceded us--and that is why we are the "commu-nion of saints." In our daily way of praying, we ask our brothers and sisters--canonized saints (especially our favorite ones) and family members, friends, teachers, and counselors (most of whom will never be officially rec-ognized as saints but helpful to us all the same)--for their support and intercessory aid as we travel our own life pilgrimage. Every Eucharist we celebrate brings home to us how we live as a faith community of sisters and brothers willing to ask for help, to provide help, and to receive the help that is offered. Asking for help is how we grow into being the body of Christ. Asking for help is how we grow in being like God. As editor, I want to thank our readers for helping us to improve this journal, Review for Religious. This Spirituality Review is the last regular supplement issue because it has served its purpose of getting feedback from you, our readers, through postcards and emails, about format and interactive-style changes that we will be including in Review for Religious. In the first issue of 2005, you will notice these adaptations. Spirituality Review facilitated the making of prudent changes in a revered and respected international journal sixty-plus years old. We are grateful for your help, and we hope that you will continue to find the pages of Review for Religious personally and apostolically enriching. David L. Fleming SJ Spirituality Review D.M. FLYNN Saint It! Every family has them. There are stories about the relative dubbed Daddy Fix-It. Without for-mal training he could repair anything from the children's toys to the family washing machine. Anecdotes about Nana are hardly lacking either. A European immigrant, she never mastered the complexities of English, but her family feasts surpassed the efforts of every gourmet chef in town. Then there are the tales of the frugal aunt and uncle who raised ten children. They sold their empty nest to buy an RV (recreational vehi-cle), then spent their wisdom years traveling around the country visiting family and friends. Yes, every family has them: the heroes who have gone on before us while their legends live on. Family members spend many enjoyable hours poring over photo albums and recalling such tales. These stories inspire us and help to shape our family heritage. In our increasingly D.M. Flynn, who wrote about Gregorian chant for us in 1999, may be addressed at 119 Royal Gardens Way; Brockport, New York 14420. reaching out ddvent/Cbristmas 2004 Flynn ¯ Saint I!! mobile society, they not only influence our identities, they impart a sense of unity. Perhaps that explains the popularity of genealogy in recent years. As our kinfolk uproot and transplant themselves, we feel the need to maintain our family tree. We seek roots in every sense of the word. Our Catholic family also has its heroes and their leg-ends: we call them saints. Their stories inspire us and shape our Catholic heritage. These tales testify to the kinds of lives that are appropriate for God's holy peo-ple. Our lineage spans thousands of years, making it impossible to trace all of it--not here, not ever. But the following pages give us a glimpse of our Judeo-Christian family album. Saints: Set Apart To the average Catholic, the word saint refers to deceased persons whom the church has officially canon-ized for their lives of service to God and their neigh-bors. But the canon--or list--of saints could not possibly include everyone who lived a life of virtue. Moreover, the definition of saint has evolved over the centuries. The word translated as saint from both Hebrew and Greek originally referred to gods, beings "set apart." The ancient Israelites viewed God as transcending his creation and therefore worthy of worship. They believed that God alone was "holy, sanctus," set apart ("sanctuar-ied"), distinct, unique. "Holiness" set God apart from the profane, the ordinary: "Holy, holy, holy is the Lord of hosts" (Is 6:3). When God entered into a covenant with the Israelites, they were set apart from the other nations. "You are a people sacred to the Lord, your God; he has chosen you from all the nations on the face of the earth to be a people peculiarly his own" (Dt 7:6). With this Spirituality Review privilege comes a responsibility: "Be holy, for I, the Lord, your God, am holy" (Lv 19:2). Now the Israelites are God's chosen ones, a "holy people," or "saints," who are called to imitate the divine attributes. In the New Testament, the apostle Paul refers to the early Christians as saints because, as a community, they were set apart from their nonbelieving neighbors. The Christians were now God's own people, "the holy ones in Christ Jesus" (Ph 1:1). They, too, bear the task of emulating the Divine: "Put on the new self, created in God's way in Can we Use saint , to refer toChristians who lived exemplary lives ' of irtue and simplicity? righteousness and holiness of truth" (Ep 4:24). Eventually the term saint referred to Christians who lived exem-plary lives of virtue and simplicity, whose lifestyles served to inspire others. Christians at the Catacombs A cross-stitch sampler reads, "When someone you love becomes a memory, that memory becomes a trea-sure." As we peruse our family albums, we inevitably find the last photo taken of loved ones whose earthly lives are now memories. By visiting their graves and decorating the gravesites, we show that we treasure those memories. The ancient Israelites regarded death as the passage from life to Sheol (she-OHL), a dark place of confine-ment, but not one of punishment. In Sheol one was estranged from God: "Who among the dead remembers you? Who praises you in Sheol?" (Ps 6:6). From the moment of death, there were displays of grief, shown in clothing and in loud laments, wailing, and weeping. Advent/Christmas 2004 Flynn ¯ Saintlt.t Proper burial was required. To leave a body "for the birds of the air and the beasts of the field" (1 S 14:44) was an insult to God's creation. Poor people were buried in common graveyards. The wealthy had vaults dug into the hillsides. The entryway was closed with a circular stone slab. Families might have several interconnected rooms. Bodies were laid on shelves carved out for that purpose. The Jewish Christians also, of course, honored the memory of their loved ones. At first they simply con-tinued their Jewish practices, burying their dead amid laments and dirges. The resurrection of Jesus, however, changed their mourning into joy: "We do not want you to be unaware about those who have fallen asleep, so that you may not grieve like the rest, who have no hope" (1 Th 4:13). These new Christians, then, regarded the graves of their loved ones as a temporary resting place, not a final one. The word cemetery comes from a Greek word meaning dormitory, sleeping room. Christian burial customs continued to reflect the Jewish emphasis c~f respect for the body as God's cre-ation. To this end, Christians choose modest ground burial in common graveyards. During the 2nd and 3rd centuries, Christians made an effort to identify the graves of martyrs. They viewed death as a birthday: birth of a new life with God, as Jesus had promised. They occa-sionally gathered at these sites on the anniversaries of the martyrs' deaths to rejoice and commemorate their lives. In the 3rd century, Christians were buried in the cat-acombs, which were probably extensions of the hillside vaults of the wealthy. The catacombs were not used as a refuge for Christians during times of persecution. In the 4th cen .tury, however, they too were the site of memorial services. Here they celebrated the Eucharist "in memory Spirituality Review of those athletes who have gone before, and to train and make ready those who are to come hereafter."' Local Calendars and Canonization As we turn the pages in our family album, we come upon photographs of those who sacrificed their lives in the service of others--a widower uncle who refused to place his handicapped child in an institution despite pres-sure from doctors and family; an aunt who renounced marriage and children in order to care for her aging par-ents. They may not have died for their cause, but they laid down their lives nonetheless. To the Jewish community, a martyr was someone who was deeply devoted to God and lived life of exemplary piety and holiness. The martyr, or "witness," testi-fied to the manner of life appropriate for God's cho-sen people. To the new Christians a martyr was one who endured, not for the faith, but because of it. Faith allowed one to be "strengthened with every power, in accord with Mat does it'.mean .to'say a ,matyrr : one who endured; ,not for, the fai h, but ecause:ff it? [God's] glorious might, for all endurance and patience, with joy giving thanks to the Father, who has made you fit to share in the inheritance of the holy ones in light" (Col 1:11-12). The Book of Revelation refers to martyrs as those who gave their life for Jesus Christ. In later cen-turies martyrs came to mean those who willingly died for their beliefs. Christians faced persecutions until the peace of Constantine in the early 4th century. Recalling the acts of the martyrs served to inspire the .community in the Advent/Christmas 2004 Flynn ¯ Saint lt.t face of opposition. Each church had its own list of local heroes or saints. As intolerance subsided, martyrdom became uncommon. Christians now looked for new heroes to emulate. People who led extremely virtuous lives, especially those who lived in voluntary poverty, were included in the local calendar of saints. There were no formal criteria for sainthood: the devotion of the community was the sole requirement to set them apart. Over the centuries the lists of saints swelled and abuses occurred. Family legends often become exagger-ated as time passes; the sagas of the saints suffered the same fate. Consequently, the bishops began to set norms for calling people saints within their dioceses. In 1234 Pope Gregory IX declared that the sole route to official sainthood was papal canonization. Formal canonization has seen many changes since then. The most recent revi-sion came in 1983, but the devotion of the community is still an essential element. The lengthy and complex pro-cess begins when one or more persons submit a request to the bishop to examine the life of a deceased hero. All the Saints Sometimes, as we look through our family pho-tographs, we are surprised to discover an uneven repre-sentation of our relatives. Some people appear in almost every picture while others appear only rarely. Vghatever the reason for this, as families grow it becomes increas-ingly difficult to photograph the entire clan. Similarly, as our family of saints grew larger in num-ber than the days in a year, it became impossible to assign a specific day to honor each saint. The obvious solution was to select a day to honor all the saints, known and unknown, who did not have a personal feast day. Various places chose different days for this. November 1, the first day of Celtic winter, was the feast of all the saints in Spirituality Review Ireland. It was not until the 9th century that November 1 became the feast of All Saints for the entire church. While we celebrate the memory of all saints, we adore God alone. We pray to the saints to intercede with God for us. We venerate saints; we worship God alone. The distinction may be subtle, but it is significant. As Lawrence Cunningham observed, the saints "give us the encouragement to be more self-giving, more loving, less inclined to hate, more compelled to love. They invite us, in short, to transcend ourselves.''2 The Solemnity of All Saints is a day to honor those saints whom the Church formally recognizes for their lives of service to God and their neighbors. It is also a day when we can remember our loved ones who have gone before us and left memories to inspire us. It is a day when we can notice the goodness of people still among us, living relatives and friends who challenge us to be the person God calls us to be. At baptism each one of us was set apart for God. We became members of "'a chosen race, a royal priesthood, a holy nation, a people of his own, so that you may announce the praises' of him who called you out of dark-ness into his wonderful light" (1 P 2:9). Through baptism God lays claim to us, enabling us to become divine instru-ments. Whatever our situation in life, we are to imitate the divine attributes, to live virtuous lives, and to bear wit-ness to the way of life appropriate for God's holy people. The following stanza rarely appears in our hymnals despite its powerful imagery: For martyrs, who with rapture-kindled eye saw the bright crown descending from the sky and, seeing, grasped it, Thee we glorify.3 We, too, must grasp the crown, not necessarily by dying for our faith, but rather by persevering as witnesses who, through faith, live as God's image and likeness. Now it is /ldvent/Cbristmas 2004 Flynn ¯ Saintlt! our turn to be heroes and heroines for others, to "saint it," to act like saints. Our lives will then inspire a future gen-eration of saints and help to shape their Catholic heritage. Notes i From "The Martyrdom of Polycarp," 2rid century. 2 Lawrence S. Cunningham, The Meaning of the Saints (San Francisco: Harper and Row, 1980), p. 162. 3 Marilyn Kay Stulken and Catherine Salika, Hymnal Companion to VVorsbip, 3rd ed. (Chicago: GIA Publications, 1998), p. 416. Reflection Reflect on/share your 'experience of the homespun sampler that says: "When someone you love becomes a memory, the memory becomes a treasure." Spirituality Review DAVID L. FLEMING Imaging Isaiah Readings from the book of the prophet Isaiah are used for more than half of all the Advent Masses. The Liturgy of the Hours for this liturgical season, too, depends frequently on a first reading from Isaiah. Who is this man Isaiah? Why has the church chosen him to lead us through Advent? I believe that if we will make use of an imaginative way of praying we will be graced by God to have a richer appreciation of our Christian Advent. Let us ask, then, for an encounter with this prophet of God, one specially chosen to help us "wait." We are on a country road, and Isaiah is walking towards us. He seems to have a face that people say is "typical"-- that is, a typical Judean face. He, an eighth-century man of Judah, appears to be a man of experience--average height and build, seemingly in good health, with the lines of aging already visible around his eyes and across his David L. Fleming SJ is editor of this journal. He may be addressed at 3601 Lindell Boulevard; St, Louis, Missouri 63108. expecting in hope Advent/Christmas 2004 Fleming ¯ Imaging Isaiah forehead. At the same time, his eyes, bright and steady in their gaze, seem younger than his face and body; they are dark and serious,-strong, and unflinching. He has a studious air about him, like a longtime, somewhat rumpled, university professor we can feel at home with. He speaks quietly, but with authority. There is a certain cadence in his speech, a bit like listening to a poet give a dramatic reading of his own poetry. And so he begins to share some of his own story with us. We listen. I am a typical Jewish man, married, with a family. But I know that I am not typical in the way that I experience how God works in my life. Let me say straightway that God is God, there is no Other, and God is the God of my whole life. I am now working with my fourth king here in Judah; kings have come and gone in my forty~year experience, but God always remains. He stays with me, with us, his people. From my very first extraord!nary experience of God reaching into my life, God for me has always been the "Holy One of Israel." Sure, I have felt the warm reality of God's love, the intimacy of his call, that first time almost sounding like a plea, "Whom shall I send?" With the boldness of my youthful faith, I had no hesitation in speaking up and saying, "Here I am, Lord, send me." But, above all, my experience of God is that God is awe-ful, God is holy--really "other" than us. We humans are not very good in letting God be God in our lives. We do not like the awe-ful, the totally Other, the mysterious One. We still prefer making God like ourselves, and we find it very hard to allow God to make us like him. That pretty well sums up what I have had to say to my people and to kings for forty years. I see human pridebour self-indulgence and even our indifference to those in need--writ large in our nation of Judah. Yet Judah is "my people" and Jerusalem is the holy city. So it is hard for me to cry out and condemn, but what Spirituality Review can I do? The words are not mine, but God's word. God could raise up an ass to do as much as I do. Some people call me that anyway, and on my good days I take it as a compliment. You see, God is God, and from a weak and insignificant remnant of a people God will raise up a king from David's line just as he promised. We are called to trust. The Lord is the faithful One--faithful to his promises--and where else but from the Lord will we find a rule of peace and justice and a real family of humankind? I have seen quite a few kings--my hope lies not in them. My hope is always in my God, working with us now and moving with us always to a future that is in his hands. In our good times and in our busy moments, we forget or ignore God. In our hard times, we complain against our God, and we say that we cannot trust him. With all our ups and downs as a people, our moments of pride and then our times of discouragement and destitution, I feel that I must say two things at once. God wants to use me to console, not to punish. Our faith needs to feel strengthened, and not face further trial or reprimand. We need to grow in our trust of God. God says that through me; God also acts this out--for me and for my people, his people. The kingdom of God is at hand, and the poor and the lowly-- just how we feel now--are the very ones who find their home within it. So I image God's word like a two-edged sword. It cuts into our pride, our vanity, and our callous injustice to the poor; but it also heals with its searing blade, and it provides strength and protection. Advent/Christnlas 2004 Fleming ¯ Imaging Isaiah This is my experience of being God's prophet. This is the way that I live my call from God, listening to his word. I am trying to live this vocation faithfully. As I continue to respond to God's word, I feel myself always being challenged to grow in my trust of the Lord. Maybe being God's prophet is really not so extraordinary an experience. We all have to be faithful to our vocations, don't we? And that requires a continuing interplay of listening and responding. Of course, this way of living demands an ever greater trust in God for all .:of us, Living with God is such an advent experience-- always awaiting God's coming, in a spirit of trust. Prayer To continue the conversation with Isaiah and with God, we might open our Bible to Isaiah, chapter 43. Perhaps this passage will call forth in us our own encounter with Isaiah and/or God. Perhaps there will be little conversation, and instead just being with each other and thinking similar thoughts. And then we might remain with whatever phrase or sentence captures our heart, like the refrain of a song that keeps coming backer is it us coming back to it? Who is waiting for whom? Reflection Questions How have we experienced Isaiah providing a doorway for us into our Advent season? Does our listening and responding to God increase out trust in God leading us on in our vocation? Spirituality Review ROBERT P. MALONEY Dismas's Dying Moments: Reflections on "Palpable Grace" All four Gospels paint the same stark picture of Jesus' death: he dies crucified between two criminals, one on his right and one on his left. But, whereas Mark, Matthew, and John say almost nothing about the two criminals, Luke gives them speaking roles in a dramatic episode. In fact, this scene is the longest and most important Lucan difference in the crucifixion story. We usually refer to its main character as "the good thief," though Luke calls him neither "good" nor a "thief." While Mark and Matthew describe both men crucified with Jesus as "bandits," Luke simply refers to them as "wrongdoers," perhaps because, as the evangelist who most emphasizes gentleness, he wants to avoid placing Jesus in violent company at his death. Robert P. Maloney CM, superior general emeritus of the Congregation of the Mission, continues to write from Via dei Capasso, 30; 00164 Roma; Italy. remembering Advent/Christmas 2004 Maloney ¯ Dismas's Dying Moments Later tradition gave various names to both wrongdoers 0oathas and Maggatras, Zoatham and Camma, Titus and Dumachus, Dismas and Gestas), Most of these names are forgotten today, but some readers may still recall the good thief as Dismas. Under that name the Roman liturgical calendar assigned him a feast day, 25 March, once regarded as the day of Jesus' crucifixion, but now celebrated as the feast of his incarnation. A charming legend found in an apocryphal gospel relates that, when the Holy Family went down into Egypt, two robbers set upon them. One, however, halted immediately when he saw the tears that welled up in Mary's eyes. It was these same robbers (now caught plying their trade in Jerusalem)--so the story goes--who were crucified with Jesus. The one moved by Mary's tears was the good thief at Jesus' right. But the Gospels are silent about the wrongdoers' past history and personal lives. At first reading, the dialogue in Luke seems simple and direct, but in fact it is filled with subtle undertones. One of the wrongdoers, the evangelist states, joins his voice with those blaspheming Jesus: "Aren't you the Messiah? Then save yourself and us." But the "other wrongdoer" (Luke never calls him anything else) rebukes his companion: "Have you no fear of God, seeing that you are under the same sentence? We deserve it, after all. We are only paying the price for what we have done, but this man has done nothing wrong." Notice that in this Lucan scene the good thief is the witness to Jesus' innocence. Later a second witness, the centurion, will confirm the good thief's judgment, testifying "Surely this was an innocent man" (Lk 23:47). Now the drama heightens as the good thief speaks directly to the crucified Lord: "Jesus, remember me when you come into your kingdom." "Jesus"! This form of address is stunning in its intimacy. Nowhere else in Spirituality Review the four Gospels does anyone address Jesus simply by his given name without any reverential qualification. Luke's artistic touch conveys the genuineness of the wrongdoer's request. But note the irony too. For Luke, the first person with the confidence to speak so familiarly with the Lord is a convicted criminal--and he is also the last person to speak with him. He phrases his plea as remembrance, a favorite Lucan idea that is also found on ancient Jewish gravestones: "Remember me." Against all ordinary probability, this wrongdoer, hearing Jesus mocked as "king of the Jews" and sensing that an injustice is being done, believes that Jesus really will rule over a kingdom and humbly asks to be remembered. Jesus responds with an "amen saying," the only use of this solemn form in Luke's passion narrative and also its sixth and final use in his Gospel. Here the solemn formula bestows the gift of God's forgiveness. Jesus' assurance goes beyond anything that the wrongdoer (or the reader) might have anticipated: "Amen, I say to you, this day you shall be with me in paradise." Much more is granted than was asked. The response includes not just forgiveness but intimacy: you shall be with me. The good thief will, in Jesus' company, enjoy the fullness of happiness with God. Let me offer two brief reflections on this wonderful Lucan story. 1. We believe that grace is a pure gift. God bestows it freely and abundantly. We do not earn it; we only respond to it. On the deepest level, grace is God's presence, God's offer of personal love and self-communication. The gift is the giver. God touches our hearts and stirs up, even creates, a response within us. But it is important to note that this gift is not merely an unseen reality; it also comes in palpable forms. The Gospels remind us of this again and again. For the good Advent/Christmas 2004 Maloney ¯ Dismas's Dying Moments How understand "Jesus" grace, thief in Luke's story, Jesus is grace. One can almost imagine this "other wrongdoer" studying Jesus and slowly arriving at the conclusion that the man beside him is not only innocent of a capital crime but genuinely good, In fact--this little detail often goes unnoticed-- Luke gives the good thief more time to observe Jesus than any of the other evangelists, for in his Gospel (different from Mark, Matthew, and John) the two wrongdoers walk the entire way of the cross with Jesus before dying with him (Lk 23:32). The goodness he sees in the person of Jesus touches the good thief's heart and evokes a response: "Jesus, remember me." Is that not how grace often works? It enters our lives through the faithful witness of others (like our parents, or a self-giving servant of the poor, or a sick person who bears illness with courageous faith) or through a saint's life or a martyr's death that we read about. The signs of God's love--what we call "grace"--are visible all around us. What is remarkable in the good thief is that he does not turn in on himself in the desperately grim moments when his life was draining away. Instead of sinking into depression or despair, he sees goodness itself in the person of Jesus and utters a hopeful plea: "Jesus, remember me." He sees grace personified and responds. 2. There is something remarkably humble in this "other wrongdoer." Unlike his companion, he recognizes the truth of his own situation. His sober analysis was, I suspect, shocking both for the first wrongdoer and for the bystanders: "We have been condemned jusdy. We are only paying the price for what we have done, but this man has done nothing wrong." Spirituality Review Thomas Merton once wrote, "We make ourselves real by telling the truth." Truth lies at the core of our being, straining to emerge. When we express the truth, we begin to build our true self. So it was for the good thief. Drawn by the innocence and goodness of the Lord, he recognized his own emptiness and, precisely in doing so, was able to see, hear, receive, and be filled. There is a humble and at the same time affectionate ring in the good thief's plea, "Jesus, remember me when you come into your kingdom." And Jesus' warm response is another Lucan testimony that the humble are exalted: "Amen, I say to you, today you will be with me in paradise." As Jesus often 'reminded his followers, to the humble all good can come, whereas the proud always remain empty. In a time when there is so much war, so much terrorism, so much hunger, so much disease, and so much senseless death, Luke's account encourages us to see, along with the good thief, the abundant signs of God's gracious love, even in the midst of suffering. Luke urges us to stand before the Lord and before each other with great trut-hfulness and humility. Humility will enable us to see our companions on the journey as grace in our lives, visible signs of God's presence and love. As he approached the place of crucifixion, the good thief must surely have felt that this was his darkest hour. But light shone for him in that darkness because, with the Lord, "darkness itself is not dark anti night shines as the day" (Ps 139:12). Prayer We might enter into Dismas's experience by listening to Advent/Christmas 2004 Maloney ¯ Dismas's Dying Moments the Taiz~ hymn "Jesus remember me," with its repeated refrain: "Jesus, remember me, when you come into your kingdom. Jesus, remember me, when you come into your kingdom." O dying souls, behold your living spring: O dazzled eyes, behold your son of grace; Dull ears, attend what word this word doth bring: Up heavy hearts: with joy your joy embrace. From death, from dark, from deafness, from despairs: This life, this light, this word, this joy repairs: Gift better than himself God doth not know: Gift better than his God, no man can see: This gift doth here the giver given bestow: Gift to this gift let each receiver be. God is my gift, himself he freely gave me: God's gift am I, and none but God shall have me. --St. Robert So.uthwell Spirituality Review ROBERT NORTH My Associates Spirituality guides propose that to fill blanks or weariness in our prayer we readily have "recourse to familiar ejaculations like "Lord, have mercy on me a sinner," "Speak, Lord, for your servant is listening," or "Lord, to whom shall we go? You have the words of eternal life." These help us to make our prayer legitir~ate!y.~e!.(Tce!3.t~-ed, aiming to make us more Christlike. But a dif-ferent legitimate focus of prayer aims at God's creative and caring concerns more directly than our own. We propose here an ejaculation less simple and familiar but more suited to this focus: "Son of God, help me to do my part in fulfilling your creation plan for myself, my associates, and the whole universe." The invocation "Lord" may mean either God or Jesus, but the equivalent "Son of God" evokes Robert North SJ writes us an article for the first time since 1944, when he wrote "Scripture in the Christmas Liturgy" during this journal's infancy--and only a year after Divino afflante Spiritu. His address is Jesuit Community; 10100 West Bluemound Road; Wauwatosa, Wisconsin 53226. expanding our world Advent/Christmas 2004 North * My Associates our chief doctrines, the Trinity and the incarnation, as the basis of our faith and prayer. But another key term follows: "my associates." It evokes the vastness of God's creative concerns in their relation to me. "My associates"--whether used in silent prayer or expressed publicly--doubtless usually suggests my fam-ily and friends, my business associates, and members of my community or parish or neighborhood. The term "associates" is also likely to include religious authori-ties- the pope, the bishop, other bishops worldwide, the world's Catholics--with the faintest hint of omitting or forgetting other Christians or people of no belief in any God at all. Such a hint is hopefully gradually vanishing in our ecumenical age, as we take cautious steps to share the aim of several world-renowned prayer sessions of Pope John Paul II with other believers in a God even with a different name or attributes. Our progress along these lines is strengthened rather than diminished by the pope's per-sistent promotion of this project in spite of vocal and well-publicized opposition from some top Vatican prelates. God's Own Religious Associatesmand Ours Our church does indeed admit and even sometimes pronounce emphatically that our creating and caring God "willed" (can this mean less than "intended"?) the salvation of all humans, "them" no less than "us." This has been often or generally taken to mean that God wishes all humans to be members of his one church, thus giving a strong urge to missionary activity. In the early years of a developing Bible-based theol-ogy, the church became the official religion of the Roman Empire, then dominating virtually the whole world. Thus there seemed nothing quixotic in hoping and making efforts toward "conversion" of those scarcely known or Spirituality Review suspected fringe tribes outside the Mediterranean world. But the world we know today, still incompletely and pro-gressively, is of course a vastly different story. A great many of today's conversions by the received methods are in the parts of Africa or Asia whose exis-tence had never even been suspected in the Roman world. But other regions, especially those incorporated into Islam, raise a great outcry against "proselytizing," and even forbid it by law as a political maneuver. Partly to escape such laws, but more because of their own growing ecumenical con-victions, some--far from all--of the well-estab-lished Catholic "missions" proclaim firmly that their goal is not conversion but "mutual understandingF."rom Catholic theology and traditions their effort is to recognize with sympathy how the creating and caring God has enabled all peoples to get some inadequate notions of him under different names and attributes oi" even with distressing notions of (human) sacrifice or other religious obligations. Not only Catholics but also prosperous Evangelical missions hope that a dialogue will thus develop, so that each side will see some merit in the other or some lim-ited revelation of himself by God in inscrutable ways he has chosen. From such open-minded dialogue, some few or many may freely and honestly choose Christianity. This hope may be unduly optimistic, especially in view of how Christian success has historically been imposed by warlords, though not to the grim and now soft-pedaled extent of moderate Islam. But frankly proselytizing efforts like "Bibles for (communist) Russia" or "Jews for Advent/Cbrispmas 2004 North * My Associates Jesus" inevitably arouse a self-defeating hostility. Religion must adapt to culture patterns. Slavery is now con-demned, and what was called "usury" is now widespread under various names. Today's goal is ecumenism. God's Associatesmand Oursm in Starving Africa and Asia Prominent among one's associates are those whom one must feed. Not only nursing mothers but also wage earners of large families quite naturally feel a special responsibility to their children and aged relatives who depend entirely on them for keeping alive. Some few of these for various reasons may not even be relatives, though usually they are already "associates." But many of the world's people have only their creat-ing and caring God to save them from starvation, despite the help they may receive from charitable organizations whose members may well regard them as "associates." If in our prayers we think it right to focus on God's interests as equal or even prior to our own, we should include among our own "associates" these starvelings who depend on us (the overaffluent rest of the world). But wait! There is a danger that we may feel that in praying for these "associates" we have discharged our obligation toward them, like the New Testament person who virtuously says to a beggar, "Go in peace; be warmed and filled" (Jm 2:16). We may be reassured that our prayer is not an empty or hypocritical gesture if we also make a regular contribution. But the real-world situa-tion is far more complex. The clamorous problem is that a small percent of the world's population owns most of its resources. They are needlessly rich, while the others are too poor--living below what statisticians of even the richest nations cal-culate and publish as "poverty level." And of course we Spirituality Review all know, even perhaps a bit complacently or thankfully to God, that our own too rich standard of living is at or near the highest in the world. "On the average," we must add, for the thousands of our citizens who must sleep on the cold streets or survive on handouts and soup kitchens make our disproportion even worse. We are not asking whose fault this is. No one's, really. A combination of circumstances over centuries: vast national and individual landholdings, brave pioneers who transformed the untilled territories of aboriginal nomad tribes into richly yielding farms, and "democracy," which with all its merits gets lawmakers to give a higher prior-ity to contenting their constituencies ("pork-barrel" deals, lobbies, sometimes actual graft, and so forth) than to world justice. A sensible redistribution (even if far from equality) would demand that legislators and voters rec-ognize that, for one pan of the scale to go down, the other must be more or less empty. Even our meritorious farm-ers and expensively trained pharmaceutical biochemists must not only tolerate but demand that their excesses be cut to help (even if only slightly) the truly intolerable position of most of the world. This is not to suggest that there be another (rash and counterproductive) political lobby, but rather a reasoning dialogue among holders of power. Something like this should be the object of our prayers for poverty-stricken associates. Such prayers can be honest and effective, not hypocritical (as pilloried in the letter of James), even though we do not consider the situation appropriate or ourselves competent to warrant "meddling in politics." Our "Planet Earth" Associates Though "the whole universe" is a separate focus of God's creative concern,, there is an aspect of it involving AdventlChristntas 2004 North ¯ My Associates "my associates." The Earth is truly "ours," though only a planet of a galaxy so small that it is scarcely noticeable in the vast sky maps shown in the latest telescopes. Yet our own material bodies are constituted of infinitesimal particles whizzing in and out from the farthest star. Of St. Ignatius Loyola a poet wrote, "His vigil was with the stars; his eyes were bright with radiance of them." Long before him Christians and others had gazed at the How do wefeel about the convictions.ofan Earth-centered universe:? stars with a mystic fas-cination, sometimes as the very "heaven" in which God was believed to dwell. Yet through all those centuries the star-studded sky was known only about as much as could be seen on the ceiling of a planetarium, and the Earth was thought to be the center which gave function to all the rest. Ignatius wrote in the "Foundation" of his Exercises that everything that exists is for me. This is not just lib-erality but a challenge and a test: to be used only as things help to the goal of my creation. Technology and inven-tions provide now a far greater and more tempting range of options, and the universe known to science today is vastly greater. Some devout science-minded Christians find this to confirm rather than lessen their faith: "More is better! If the immensity of reality known to antiquity showed forth the greatness and generosity of its Creator, this is now proved a trillion times more firmly." But others feel that Isaiah 45:18 must now be under-stood in an entirely new way: "the creator of the uni-verse., who formed the earth and made it. did not create a chaos, but formed it to be inhabited." Why should God have chosen to produce the sterile varieties Spirituality Review known to astronomy if his real goal was the tiny pin-point of it fit for human habitation? We cannot claim to intuit or know God's intentions: "my ways are not your ways" (Is 55:8). But surely all progress of science and theology too has been due to people reflecting on vari-ous possible intentions of the mysterious data of experi-ence. We can pray that we may do our part in the fulfillment of God's creation plan. Though the conviction of an Earth-centered uni-verse is today derided, we should not sell the idea short. Even the most demythologizing astrophysicists agree that our own Earth is unique in its formation through billions of years by explosions and floods implausible for their gradual releasing, from various locations in the whole universe as much as four million years ago, gaseous and solid elements indispensable for the human life which appeared shortly after. Of course, scientists still earnestly searching may yet find evidence that other stellar bodies by quite different explosions are in process of forming a surface capable of supporting human or humanlike life. But they and the general public are much more arrested by the question of whether human or any true "life" actually exists on another planet. Even before the recent exciting com-munications from Mars, the Vatican Jesuit astronomer Guy Consolmagno wrote that materials from Mars, though not life itself, were microbe combinations of the kind which on our earth eventually hooked up with car-bon to form primitive life-forms. Later he wrote the arti-cle "Could I baptize a Martian?" Our church has in fact been open and keen on whether there could be humanlike life on other planets. With sci-ence she recognizes that evidence for this is at most a remote possibility, but not altogether excluded. These merely possible beings would fall into the class of "asso- Advent/Christmas 2004 North ¯ My Associates ciates" for whom we should pray as objects of God's own creative concern. If indeed they were (evolutively) cre-ated, then they form part of God's desire and intention that they should share in salvation, even if they have not (yet) been baptized members of the Christian church. Union Replacing Divisiveness This widening of the concept of "my associates" has been developed in accord with modern scientific revi-sions of geography, economics, and astronomy. But its true merit for our prayer lies in recognizing the spiritual value of seeking a greater union among the peoples amid whom we live. "No peace among nations without peace among religions," it has been said. Hope of real peace and union among all humans may be realistically unlikely and nevertheless a valid goal--God's own creative caring goal--toward which our prayer may be directed. A Prayer When I think of you, Lord, I cannot say whether I find you more in this place or that place--whether I am contemplating you or whether I am suffering--whether I rue my faults or find union-- whether it is you I love or the whole sum of others. Every affection, every desire, every possession, every light, every depth, every harmony, and every ardor glitters with equal brilliance, at one and the same time, in the inexpressible relationship that is being set up between me and you: Jesus! Pierre Teilhard de Chardin "The Mystical Milieu" Writings in Time of War Reflection Question What has been my experience of praying for others? 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Summary of the Study Introduction Sudan is the third largest country on the African continent with a total area of 1,882,000 sq km. before the secession of South Sudan in 2011; Sudan was the largest country in Africa, covering I million square miles. Sudan is unique and complex in its climate, politics, environment, languages, cultures, religion and ethnicities. Demographically, Africans are the majority (52%), with Arab and Beja tribes constituting 38% and 6% of the population, respectively. Over 597 tribes live in Sudan that speak more than 400 dialects and practice different religions, live in Sudan. Muslims make up 70% of the total population of Sudan, followers of indigenous beliefs comprise 25% and Christians constitute 5% of the population. The complex mixture of the Sudanese social fabric renders it neither distinctly African nor Arab country. The Sudanese, however, have long disagreed about Sudan's identity. For some, Sudan should be Arab and Muslim. Other believe that the country should respect and accommodate all the cultures, religions and minorities within its territory. Most of Sudan constitutions stated that Islam and Arabic language should define the national identity. Politically, since the independence, Sudan has experienced a fluctuation between military rule and democratic rule. In fact, Sudan spent thirty years under the military rule, and only twelve years under democratically elected governments. The successive governments have frequently made use of emergency legislation to broaden the executive powers. These legislative measures have contributed to conflict and facilitated a range of human rights violations. In addition to the political instability, Sudan has the distinction in Africa in enduring a devastating civil war: that is: Sudan's north-south civil war. The conflict started just a year before the independence of Sudan, in 1956. The cumulative impact of that conflict has been massive. The conflict has caused horrendous loss of life in any interstate war, and has produced the largest internally displaced population (IDP) in the world. Sudan north-south conflict has long been perceived as ethnic or even religious conflict between the north and the south. Ethnicity has been used generously in the description of that conflict. Yet, a closer look at the history of the conflict reveals that the root-causes of that conflict are highly complex. But, this is by no means to say that conflict has had no ethnic, racial and religious overtones. The eruption of the north-south conflict was the result of a combination of factors. One could trace the root-causes of the conflict to the invasion of the south from the north by Turkiyya that expanded southwards, and the simultaneous development of slave trade. Thereafter, the British rule contributed in different ways to the crystallizing of the north-south dichotomy. After the independence of Sudan, successive governments, were unsuccessful in handling the growing southern problem, ranging from neglect to attempts to reverse the British isolation by enforced Arabisation and Islamization of the southern Sudan. The north-south conflict ended, in 1972, when Addis Ababa Agreement was signed by then President Nimeiry. But, the conflict broke out again, in 1983, when the Addis Ababa Agreement was abrogated by the then President Nimeiry. After a series of peace talks (which witnessed 'start and stop'), a Comprehensive Peace Agreement (CPA) was concluded, in 9 January 2005, between the Government of Sudan (GoS) and the Southern Sudan People's Liberation Movement (SPLM/SPLA) to end the conflict. The CPA provides for a temporary solution for the conflict through, inter alia, the distribution of the power between the north and the south of Sudan by establishing a decentralised system of government with a significant devolution of powers within which the Southern Sudan is to enjoy a regional autonomy and share half of the resources with north Sudan for a period of six years. Furthermore, the CPA creates joint institutions, such as, the Government of the National Unity (GoNU) in which the Southern Sudan participate and share ministerial posts. The CPA also provides for the establishment of a number of commissions for implementing and monitoring the CPA, for instance, the Evaluation and Monitoring Commission, the National Human Rights Commission, etc. At the end of the interim period, a referendum on the self-determination is to be held, in 2011, in which the people of the Southern Sudan will decide whether to remain within a united Sudan or to secede and form an independent State. The Aim of the Study The significance of this study derives from the conclusion of the CPA and the adoption of the Interim National Constitution (INC) that called for democratic transformation so as to bring an end to Sudan north-south conflict. While the CPA ended Sudan's north-south conflict, a lasting peace and a democratic transformation, in Sudan, may prove elusive unless the CPA provisions are translated into reality, especially the implementation of constitutional, legislative and institutional reforms, including human rights protection and respect for the rule of law. The study aims to answer whether the CPA and INC can fulfil their roles in securing peace and establishing a framework in which the constitutional protection of human rights are recognised and effectively implemented through the availability of the various mechanisms. In this respect, the CPA provided for the adoption of a new constitution (INC), with a view to embedding constitutionalism, rule of law promotion, and protection of human rights. It is, therefore, this study is meant to analyze the constitutional, legislative and institutional reforms of the CPA and INC with a view to examining whether such constitutional reforms may be conducive for a lasting peace, in Sudan, that is based on human rights protection, constitutionalism and the rule of law. The CPA stipulated the need for institutional and legislative changes to reduce the risk of recurrence of human rights violations. To this end, the CPA mandated the adoption of a bill of right (for the promotion and protection of human rights) and provided for re-restructuring of the courts system. Such institutional reforms are aimed at embedding constitutionalism. That is to say: establishing a system in which the constitution provides an agreed upon framework for the exercise of powers and the protection of human rights. In this respect, the study examines whether the outcome of the constitutional reforms process (to recognise, implement, and protect human rights as provided for in the INC) have been reflected in institutional and legislative reforms to protect and prevent human rights violations and address past violations and systemic factors that have contributed to violations. To that end, the human right jurisprudence of the constitutional court will be examined. The Organization of the Study a) The Structure of the Political/Governance System in Sudan under the INC With the devolution of the powers and resources to the Southern Sudan level and other States, the governance system, under the INC, is structured with four levels of government: the national level at the apex, the Government of South Sudan level, the State level (25 States), the local level. Now, the government responsibilities are decentralized and the national government allocates a significant proportion of revenues to the States. It is, therefore, that the first question that this study poses is: What is the impact of the current governance in giving greater equity of representation and decision-making influence to communities across Sudan, thereby facilitating conflict management to achieve a lasting peace in Sudan? In Sudan, previously appropriate design of institutions to ensure political accommodations for all social groups has not been established in a way that would give them the chance to function properly. Now, the INC restructures the prevailing governance system by establishing a decentralized system of government that bears the characteristics of asymmetrical/symmetrical federalism - asymmetrical in the structure and responsibilities of subunits, with the level of South Sudan having more powers and resources than other States across Sudan. Establishment of a federal structure may constitute a mechanism for preventing a relapse into conflict through the devolution of the powers to the State level. For a federal to work effectively, it requires a functional court system to decide on the jurisdictional limits of the different levels of government. Nevertheless, the relevance of the court system in resolving the intractably political contentions in federal countries, especially in transition situations, is uncertain. Noticeably missing from the literature is the study and analysis of the impact of the role of court system in post conflict countries. That said, the role of the court system in preserving democracy has grown in importance with the increase recognition of the judicial review of the constitutionality of the acts of the government organs and the recognition and the protection of human rights provisions. It is, therefore, that the involvement of the courts is necessary to ensure the successful operation of the federalism and thus the failure or the success of federalism is contingent on the implementation of the federal system by the courts. According to some scholars, 'federalism means legalism – the predominance of the judiciary in the constitution- the prevalence of a spirit of legality among the people'. As '[the] courts …are actually telling a government how far it can go with its assigned constitutional rights'. This leads to the second question that this study addresses which relates to the analysis of the constitutional reform as provided for in the INC, in general, but with a special focus on the role of the court system, through the application of judicial review and protection of human rights, to resolve not only disputes in litigations between private parties, but also to prevent the arbitrary exercise of the government power. b) The Structure of the Legal System (Court System) in Sudan under the INC The available literature presents different views as to the role of the court system in new democracies. On one hand, one view assumes that the courts have a fairly wide discretion to decide the outcome of the controversial cases to the needs of the political moment. The other view, on the other hand, takes the position that political actors do not exert any kind of influence at all on the way judges make their decisions. A third source, and with which I agree, argues that legal rules do put constrains over the exercise of the judicial discretion in controversial cases. A fourth view argues that in new fragile democracies constitutional courts/supreme courts should not be involved in judicial review, especially on adjudicating issues related to social and economic rights, which may profoundly affect the allocations of resources and violate the doctrine of separation of powers. In this respect, the study considers whether the court system, as restructured in the INC, and other constitutional guarantees introduced to the legal system as a whole, offer good prospects for constitutionalism that may control the power of the government so as not act arbitrarily. The role of court system in resolving disputes is highly contingent on the substantive law and the institutional structure within which the courts apply laws. Thus, this study examines to what extent the current structure of the legal system under the INC and the protection of human rights through the application of the Bill of Rights by the courts may signal the State's commitment to constitutionalism and respect to the rule of law. It is, therefore, that the role of the court system (in contributing to democratic transformation in Sudan) should be evaluated against the legal framework: that is the INC, with a focus on the independence of the judiciary, the application of the Bill of Rights and the rules governing the judicial review. c) The Legislative and Institutional Reforms under the INC The functions of the courts, in developing countries, have experienced increasingly transformative role as institutions that can hold the government organs accountable. The study aims to examine the practice of constitutionalism: that is, the implementation of the INC constitutional, institutional and legislative reforms, especially the compliance with the provisions of the INC and the CPA, in particular the role of the constitutional court as "a positive legislator". In this regard, the Sudanese Constitutional Court may play an important role in the law reform process given its power to annul laws found unconstitutional. This entails the non-applicability of such laws and, as a result, would compel the government institution/organ concerned to adopt new legislation that is in conformity with the INC. Thus far, the Sudanese constitutional court, under the INC, has received a number of human rights cases that involved issues related to violations of human rights or related to the constitutionality of key legislation, such as counter-terrorism laws, immunities for officials and statutes of limitation for torture. So what role the constitutional court has played in the law reform process under the INC? For the court system to play a role in the democratic reform, a comprehensive law reform process is seen as a prerequisite to bring the existing laws in line with the provisions of the INC and enacting new laws. Therefore, this study identifies what legislative and institutional reforms that have been undertaken by the parties to the CPA during the interim period to address human rights violations, root-causes of the conflict; inequality; marginalization, rule of law vacuum and weak democratic structures. Furthermore, this study offers empirical evidence for the judicial behavior of the Sudanese constitutional court through a systematic examination of selected human rights jurisprudence of the constitutional court to gauge its role in the law reform process in Sudan since the adoption of the INC. Overview of the Study and the Main Findings of the Study Introductory Chapter: Overview of the Study The Introductory Chapter provides an overview of the study, including, the key features of the State of Sudan, the aim of the study, the main objectives of the study, and a general overview of the study. Chapter One: A Historical Background of Sudan's North-South Conflict Chapter One gives a rich and deep account of Sudan north-south conflict. It looks at the root-causes of the conflict by elaborating on different factors that directly and indirectly contributed in making that conflict protracted. Chapter one moves on to consider the end of the first Sudan's north-south conflict which was ended when Addis Ababa Agreement was signed in 1972. Chapter one further elaborates on Sudan's second north-south conflict which broke out in 1983. Finally, Chapter one touches on the various peace initiatives that ended by the conclusion of the CPA. Chapter One concludes by analysing the CPA. In the final analysis, the CPA made significant changes the prevailing governance and legal systems in Sudan by establishing a federal system, introduced a dual legal system a bill of rights, provided for the right to self-determination for the south Sudan, established institutions for the protection of human rights by establishing mechanisms such as National Human rights Commission, and distributed the wealth equally between the north and the south. However, the CPA failed to include the Sudanese people in the talks leading to the conclusion of the CPA, as the CPA was bilateral reflecting the views of the north and the south. Chapter Two: The Structure of the Governance System under the INC The INC describes Sudan as a decentralized State with different levels of government: the national level, the Southern Sudan level, the State level and the local level. It further grants the Southern Sudan autonomy status. A careful analysis of the current governance arrangements reveals that the INC provides for asymmetric/symmetrical federalism system of governance. Chapter Two discusses the allocation of legislative powers between the national government, the Southern Sudan and the rest of the country and the nature of the constitutional design of the INC to manage diversity of Sudan (ethnic, linguistic, religious and cultural diversity). At the outset of Chapter Three provides an overview the fundamental principles of federalism and provides a brief historical background of federalism in Sudan and how federalism arrangements can play a role as a tool for peace-building. In the final analysis, in contract with old constitutions of Sudan, the INC establishes a federal system, with four levels of government; national, south Sudan, State and local levels. The INC federal system guarantees the special characteristics of all ethnic and religious groups in Sudan through the creation of the Council of the States. However, all the States in Sudan are not treated equally, because (1) two States have special status (South Kordofan and Blue Nile States), and (2) between the ten States in the South and the national level, the Government of South Sudan (GoSS) is inserted to exercise authority in respect of the ten States at South Sudan level. This means the INC creates asymmetrical/symmetrical federalism, as the South Sudan level enjoys significant autonomy and exclusive authority over ten States in South Sudan. All the States in Sudan are not treated equally, because (1) two States have special status (South Kordofan and Blue Nile States), and (2) between the ten States in the South and the national level, the Government of South Sudan (GoSS) is inserted to exercise authority in respect of the ten States at South Sudan level. This means the INC creates asymmetrical/symmetrical federalism, as the South Sudan level enjoys significant autonomy and exclusive authority over ten States in South Sudan. The INC Schedules (A – C) distribute the exclusive and legislative powers to the national level (A), the GoSS level (B), and the state level (C). Schedule (D) lists the concurrent powers and Schedule (E) allocates the residual powers as per its nature. Schedule (F) is a provision to resolve conflict that might arise under Schedule (D). It should be noted that not all issues listed in the INC schedules are allocated to one level of government only. For example, several substantive issues are granted to the national level as an exclusive competence, to the South Sudan level as an exclusive competence and at the same time to all levels of government as a concurrent power, such as telecommunication. With regard to the legislative powers allocated to the tens states at the South level, the GoSS according to Schedule (B) has the competence to enact a kind of framework with regard to issues that fall under the exclusive South Sudan State competence, thereby limiting the legislative powers of the ten States in South Sudan. Finally, the INC has reinforced existing power relations and failed to provide structural changes for democratic transformation, as the INC asymmetrical federalism accommodates the demands of the South Sudan only. As the INC does not accommodate the demands of the different ethnic and cultural groups in the different regions of Sudan as demonstrated in Darfur Peace Agreement and East Sudan Agreement. Chapter Three: The Structure of the Legal System under the INC The INC altered the Sudanese legal system with a view to accommodating the competing views: Sharia law and secularism. For a proper understanding of the present Sudanese legal system and an assessment of the role of the court system in contributing to democratic governance, a glance at the Sudanese legal history is necessary. Firstly, Chapter Three reviews the constitutional developments in Sudan since the independence to the present day. Secondly, Chapter Three provides overview of the structure of the court system in a decentralized system and focuses on the contribution of the court system to democratic transformation through limiting the acts of the government. Chapter Three further discusses issues that may impact of the role of the court system in contributing to democratic transformation. Yet, the role of the court system in promoting democratic transformation is contingent on the constitution, the substantive law, etc. For instance, instituting the principles of constitutionalism is contingent on the independence of the judiciary, as an independent judiciary is required for the protection of constitutional rights and to restrain the actions of the government. Thus, it is important to understand under what conditions the court system develops such accountability functions: that is, what conditions favor the ability of the court system to exercise an effective accountability functions. It is, therefore, Chapter Three examines (a) how the INC re-structures the court system in the north and the south of Sudan so as to give effect to the principles of the federalism and legal pluralism; (b) the rules regulating the judicial review, and (c) the protection of human rights through the implementation of the bill of rights by the court, all of which signal the commitment of the State to establish democratic governance. Finally, Chapter Three attempts to evaluate the independence of the judiciary and the rules that govern the judicial review before and after the adoption of the INC with a view to assessing the fidelity of the government to the principles of constitutionalism, and whether the limitations observed in the actual conduct of the government. In the final analysis, the INC constitution making process was bilateral reflecting the views of the parties to the CPA and lacked inclusiveness, but provides for a pluralism legal system by providing for a constitution for south Sudan and 25 State constitutions. The INC introduces State judiciary and South Sudan judiciary and opted for an integrated the court system. That is: the State courts apply the State laws, the national laws and the South Sudan laws. In the North, the State courts are still organized by the national level, although the NC provides for the establishment of the State judiciary. At the South Sudan level, all State courts are organized and financed at the level. Towards the South Sudan, the National Supreme Court is the final court of on matters arising under national laws The INC emphasizes the importance of protecting; respecting and promoting human rights through the inclusion a bill of right and incorporation via Art. 27(3) of the INC all human rights treaties that Sudan has ratified, thereby the human rights contained in the INC directly applicable before the Sudanese courts. Also, the implementation of some human rights requires revision of the existing statutory laws. To date there has been limited legislative reforms to address human rights violations. A few laws have been reformed but fall short of Sudan international obligations, such as Criminal Act, Security Laws, Immunity Laws, etc. The INC differentiates between the north and the south regarding the sources of legislation. Art. 5 of the INC lists Sharia as one of the sources of legislation along with the consensus of the people at the national level. Art. 5(2) of the INC names popular consensus and the values and the customs of the people of Sudan as the sources of legislation in South Sudan. The INC contains special rules for national legislation if its source is religion or custom. In that case, a state where the majority of residents do not practice such religion or customs may introduce different legislation allows practices or establishes institutions in that State that are consistent with its own religion or customs. The INC establishes human rights commission for the implementation of the bill of rights as well as a commission for the protection of non-Muslims in the Capital. The INC has chosen a concentrated system of judicial review and a hybrid system of judicial review with respect to the South Sudan as the Supreme Court of South Sudan acts as a constitutional court and a high court of Appeal with respect to South Sudan. The newly enacted Judicial and Administrative of 2005 does not provide for concrete judicial review of law and bars the court from question the constitutionality of law by way of making referral to the constitutional court, thereby renders the judiciary unable to deal with crucial constitutional issues. Chapter Four: Institutional and Legislative Reform: Practice of Constitutionalism In order to understand whether the adoption of the INC has brought any changes may enhance the role of the court system in contributing to democratic transformation; Chapter Four scrutinizes the compliance of the statutory law with the provisions of the INC, the law reform process in Sudan and the implementation of law in practice. Chapter Four further presents an analysis of more pertinent provisions of civil and political rights in the light of the laws and practices prevailing in the country to assess the extent to which the principles laid down in the INC are complied with. It further assesses the involvement of the Sudan constitutional court in the law reform process by reviewing a selected human rights jurisprudence of the constitutional court. Finally, Chapter Four makes a reference to the jurisprudence of other constitutional courts (the German constitutional court, the Indian Supreme Court and the South African constitutional court) by way of comparison. In the final analysis, a) the INC does not set out procedure for concrete review and access to the court is not free; b) The court has a broad power to consider and adjudge and annual any law in contravention with the constitution and restitute the right to the aggrieved person and compensate for the harm. The court may also order interim measures to avoid any harm. As such, the court can abolish laws and compel the government to enact new law; c) the constitutional court has reviewed a number of cases that alleged the violation of human rights. The court has demonstrated reluctance to declare legislation unconstitutional. Interpretation of the bill of rights and reference to international human rights lacked consistency and the court has taken deference to the executive; d) the constitutional, legislative and institutional changes did not acknowledge past human rights violations through mechanisms that would question the way of governance and persisting inequalities and injustices; e) the constitutional court has institutional weaknesses and its jurisprudence has largely upheld existing laws such as immunities laws and the constitutional court made limited reference to international human rights law; f) the constitutional, legal and institutional reforms failed to generate the sense of constitutionalism and the fundamental change that were to remove the causes for human rights violations and provide effective remedies. A number of laws contravening the human rights are still in force, such as, Public Order Act, Immunity of police, security and army officers, inadequate laws for the protection of women's rights; and finally, the implementation of CPA as a means of democratic transformation left an unreformed government virtually intact Chapter Five: Post- Referendum Sudan Chapter Five looks at the constitutional developments after the secession of South Sudan, with a focus on constitution making process in Sudan. The Southern Sudan Referendum for self-determination, held in July 2011, clearly indicated that the absolute majority of those who participated in the referendum for the Southern Sudan favour separation of the Southern Sudan from Sudan. The secession of the South Sudan on July 9, 2011, as a result of the referendum on self-determination provided by the CPA has created a new reality in Sudan with far reaching economic, political and social implications. Economic and financial losses related to the secession are substantial and have affected all sectors of the economy. Sudan has lost three-quarters of its largest source of foreign exchange (oil), half of its fiscal revenues and about two-thirds of its international payment capacity. In general, the secession of South Sudan resulted in a 36.5% structural decrease in overall government revenues. The unresolved issue of Abyei constitutes a trigger for potential violent tension in the future between Sudan and South Susan. Abyei status is yet to be decided, as both Sudan and South Sudan claiming it as part of its territory. Its final status will be decided by a Referendum for which implementation mechanisms have not yet been agreed upon by the two countries. The end of the CPA necessitated a constitutional review process to decide on the new constitution to replace the INC. However, for a constitution to be able to win the affections of the citizens of the State, it will be necessary to involve those citizens in the constitution-making process that establishes such a constitution, so as to ensure that the process is inclusive and reflects the aspirations of the Sudanese people at large. It is, therefore, important to increase public involvement in the constitution-making process by inviting public participation. In order for the design of a constitution and its constitution-making process to play an important role in the governance system, the design of the constitution has to be responsive to the aspirations of the ordinary people. A constitutional review process is currently under way but has not resulted in any clear proposals. That said, since 2011, a constitutional review has been underway in Sudan. The constitutional review process has not been participatory or inclusive. Lively debates on the new constitution in general, and the Bill of Rights and human rights protection in particular, have nevertheless ensued. These debates have been driven by a keen awareness of the importance of constitutional rights. These debates reflect both traditional concerns over the protection of civil and political rights, particularly in the administration of justice, and other issues that have also become a cause of acute concern. These include the desire for the realization of economic, social and cultural rights, and the rights of members of groups who suffer discrimination, particular women, religious and ethnic minorities and persons with disabilities. Currently, public debate over the new constitution is proceeding, although the Government has not yet announced a timeframe for the constitution making process, amid a polarization of views on diverse issues such as the decentralization of power and wealth sharing between the different regions of Sudan. Since 2011, the Government of Sudan, in collaboration with the UNDP and other UN agencies, initiated the forum on public participation in constitution making to facilitate open and public dialogue. This approach has been based on the need to pursue the constitutional process/review inclusively, transparently and participatory to ensure all sectors of society including civil society organizations and opposition political groups participate fully in the process.

Keith Hart on the
Informal Economy, the Great Transformation, and the Humanity of Corporations














International Relations
has long focused on the formal relations between states; in the same way,
economists have long focused exclusively on formal economic activities. If by
now that sounds outdated, it is only because of the work of Keith Hart. Famous
for coining the distinction between the formal and the informal economy in the
1970s, Hart is a critical scholar who engages head-on with some of the world's
central political-economic challenges. In this Talk, he, amongst others, discusses the value of the distinction 40
years after; how we need to rethink The
Great Transformation nearly a century later; and how we need to undo the
legal equivalence of corporations to humans, instituted nearly 150 years back.














Print version of this Talk (pdf)




What is, according to you, the
central challenge or principal debate in International Relations? And what is
your position regarding this challenge/in this debate?







I think it is the lack of fit between politics, which
is principally national, and the world economy, which is global. In particular,
the system of money has escaped from its national controls, but politics, public
rhetoric aside, has not evolved to the point where adequate responses to our
common economic problems can be posed. At this point, the greatest challenge is
to extend our grasp of the problems we face beyond the existing national
discussions and debates. Most of the problems we see today in the world—and the
economic crisis is only one example—are not confined to a single country.







For me, the question is how we can extend our research
from the local to the global. Let the conservatives restrict themselves to
their national borders. This is not to say I believe that political solutions
to the economic problems the world faces are readily available.  Indeed, it is possible that we are entering
another period of war and revolution, similar to 1776-1815 or 1914-1945. Only
after prolonged conflict and much loss might the world reach something like the
settlement that followed 1945. This was not only a settlement of wartime
politics, but also a framework for the economic politics of the peace,
responding to problems that arose most acutely between the wars.  It sounds tragic, but my point in raising the
possibility now is to remind people that there may be even more catastrophic
consequences at stake that they realize already. We need to confront these and
mobilize against them. When I go back in history, I am pessimistic about
resolving the world's economic problems soon, since the people who got us into
this situation are still in power and are still pursuing broadly the same
policies without any sign of them being changed. I believe that they will bring
us all into a much more drastic situation than we are currently facing. Yet in
some way we will be accountable if we ignore the obvious signs all around us.











How did you arrive at where you currently are in your thinking about IR?







My original work in West Africa arose out of a view that
the post-colonial regimes offered political recipes that could have more
general relevance for the world. I actually believed that the new states were
in a position to provide solutions, if you like, to the corrupt and decadent
political structures that we had in the West. That's why, when we were demonstrating
outside the American embassies in the '60s, we chanted the names of the great
Third World emancipation leaders—Frantz Fanon, Kwame Nkrumah, Fidel Castro, and so
on.







So for me, the question has always been whether
Africans, in seeking emancipation from a long history of slavery, colonialism, apartheid
and postcolonial failure, might be able to change the world. I still think it
could be and I'm quite a bit more optimistic about the outcome now than I have
been for most of the last fifty years. We live in a racialized world order
where Africa acts as the most striking symbol of inequality. The drive for a
more equal world society will necessarily entail a shift in the relationship
between Africa and the rest of the world. I have been pursuing this question
for the last thirty years or more. What interests me at the moment is the
politics of African development in the coming decades.







Africa began the twentieth century as the least populated
and urbanized continent. It's gone through a demographic and urban explosion
since then, doubling its share
of world population in a century. In 2050, the UN predicts that 24% of the world
population will be in Africa, and in 2100, 35% (read the report here, pdf)! This is because Africa is growing
at 2.5% a year while the rest of the world is ageing fast. Additionally, 7 out
of the 10 fastest growing economies in the world are now African—Asian
manufacturers already know that Africa holds the key to the future of the world
economy.







But, besides Africa as a place, if you will, a number
of anti-colonial intellectuals have played a big role in influencing me. The
most important event in the twentieth century was the anti-colonial revolution.
Peoples forced into world society by Western Imperialism fought to establish
their own independent relationship to it. The leading figures of that struggle
are, to my mind, still the most generative thinkers when we come to consider
our own plight and direction. My mentor was the Trinidadian writer C.L.R. James, with whom I spent a
number of years toward the end of his life. I am by temperament a classicist; I
like to read the individuals who made a big difference to the way we think now.
The anti-colonial intellectuals were the most important thinkers of the 20th
century, by which I mean Gandhi, Fanon and James.







But I've also pursued a very classical, Western
trajectory in seeking to form my own thinking. When I was an undergraduate, I
liked Durkheim and as a graduate student Weber. When I was a young lecturer, I
became a Marxist; later, when I went to the Carribbean, I discovered Hegel,
Kant and Rousseau; and by the time I wrote my book on money, The Memory Bank,
the person I cited more than anyone else was John Locke. By then I realized I
had been moving backwards through the greats of Western philosophy and social
theory, starting with the Durkheim school of sociology. Now I see them as a set
of possible references that I can draw on eclectically. Marx is still probably
the most important influence, although Keynes, Simmel and Polanyi have also shaped my
recent work. I suppose my absolute favorite of all those people is Jean-Jacques
Rousseau for his Discourse on Inequality and his inventive
approach to writing about how to get from actual to possible worlds.











What would a student need (dispositions, skills) to become a specialist
in IR or understand the world in a global way?







In your 20s and 30s, your greatest commitment should
be to experience the world in the broadest way possible, which means learning
languages, traveling, and being open to new experiences. I think the kind of
vision that I had developed over the years was not one that I had originally
and the greatest influence on it was the time I spent in Ghana doing my
doctoral fieldwork; indeed, I have not had an experience that so genuinely
transformed me since!







Even so, I found it very difficult to write a book
based on that fieldwork. I moved from my ethnographic investigations into a
literature review of the political economy of West African agriculture, and it
turns out that I am actually not an ethnographer, and am more interested in
surveying literature concerning the questions that interest me. I am still an
acute observer of everyday life; but I don't base my 'research' on it. Young people
should both extend their comparative reach in a practical way and dig very
deeply into circumstances that they encounter, wherever that may be. Above all,
they should retain a sense of the uniqueness of their own life trajectory as
the only basis for doing something new. This matters more than any professional
training.











Now we see spectacular
growth rates in African countries, as you mentioned, one of which is the DRC.
How can we make sense of these formal growth rates: are they representative of
the whole economies of these countries, or do they only refer to certain
economic tendencies?







The whole question of measuring economic growth is a
technical one, and it's flawed, and I only use it in the vaguest sense as a
general indicator. For example, I think it's more important that Kenya, for
example, is the world leader in mobile phone banking, and also a leader in
recycling old computers for sale cheaply to poor people.







The political dispensation in Africa—the combination
of fragmented states and powerful foreign interests and the predatory actions
of the leaders of these states on their people -- especially the restrictions
they impose on the movements of people and goods and money and so on – is still
a tremendous problem. I think that the political fragmentation of Africa is the
main obstacle to achieving economic growth.







But at the same time, as someone who has lived in
Africa for many years, it's very clear that in some countries, certainly not
all, the economies are very significantly on the move. It's not--in principle—that
this will lead to durable economic growth, but it is the case that the cities
are expanding fast, Africans are increasing their disposable income and it's the
only part of the world where the people are growing so significantly. Africa is
about to enter what's called the demographic dividend that comes when the
active labor force exceeds the number of dependents. India has just gone
through a similar phase.







The Chinese and others are heavily committed to taking
part in this, obviously hoping to direct Africa's economic growth in their own
interest. This is partly because the global economy is over the period of
growth generated by the Chinese manufacturing exports and the entailed infrastructure
and construction boom, which was itself an effect of the greatest shift from the countryside to the city in history. Now, the Chinese
realize, the next such boom will be—can only take place—in Africa.







I'm actually not really interested in technical
questions of how to measure economic growth. In my own writing about African
development, I prefer anecdotes. Like for example, Nollywood—the Nigerian film industry—which has just past
Bollywood as the second largest in the world! You mention the Congo which I
believe holds the key to Africa's future. The region was full of economic
dynamism before King Leopold took it over and its people have shown great
resilience since Mobutu was overthrown and Rwandan and Ugandan generals took
over the minerals-rich Eastern Congo. Understanding this history is much more
important than measuring GDP, but statistics of this kind have their uses if
approached with care.











Is it possible to
understand the contemporary economic predicament that we are seeing, which in
the Western world is referred to as the "crisis", without attributing it to
vague agencies or mechanisms such as neoliberalism?







I have written at great length about the world
economic crisis paying special attention to the problems of the Eurozone. My belief
is that it is not simply a financial crisis or a debt crisis. We are actually
witnessing the collapse of the dominant economic form of the last century and a
half, which I call national capitalism—the attempt to control markets, money
and accumulation through central bureaucracies in the interests of a presumed
cultural community of national citizens.







The term neoliberalism is not particularly useful, but
I try to lay out the history of modern money and why and how national
currencies are in fact being replaced. That, to my mind, is a more precise way
of describing the crisis than calling it neoliberal. On the other hand, neoliberalism does refer to
the systematic privatization of public interests which has become normal over
the last three or four hundred years. The bourgeois revolution claimed to have
separated public and private interests, but I don't think it ever did so. For
example, the Bank of England, the Banque de France, and the Federal Reserve are
all private institutions that function behind a smokescreen of being public
agencies.







It's always been the case that private interests
corrupted public institutions and worked to deprive citizens of the ability to
act purposefully under an ideological veil of liberty. But in the past, they
tried to hide it. The public wasn't supposed to know what actually went on
behind the scenes and indeed modern social science was invented to ensure that
they never knew. What makes neoliberalism new is that they now boast about it
and even claim that it's in everyone's interest to diminish public goods and
use whatever is left for private ends—that's what neoliberalism is.







It's a naked grab for public resources and it's also a
shift in the fundamental dynamic of capitalism from production for profit
through sales tow varieties of rent-seeking. In fact, Western capitalism is now
a system for extracting rents, rather than producing profits. Rents are income
secured by political privilege such as the dividends of patents granted to Big
Pharma or the right to control distribution of recycled movies. This has got
nothing to do with competitive or free markets and much opposition to where we
are now is confused as a result. Sometimes I think western capitalism has
reverted to the Old Regime that it once replaced—from King George and the East
India Company to George W and Halliburton. If so, we need another liberal
revolution, but it won't take place in the North Atlantic societies.











In your recent work,
you refer to The Great Transformation, which invokes Karl Polanyi's famous
analysis of the
growth of 19th century capitalism and industrialization. How can Polanyi
help us to make sense of contemporary global economy, and where does this
inspiring work need to be complemented? In other words, what is today's Great Transformation
in light of Polanyi?







First of all, the
Great Transformation is a brilliant book. I have never known anyone who
didn't love it from the first reading. The great message of Polanyi's work is
the spirit in which he wrote that book, regardless of the components of his
theory. He had a passionate desire to explain the mess that world society had
reached by the middle of the 20th century, and he provided an
explanation. It's always been a source of inspiration for me.







A central idea of Polanyi's is that the economy was
always embedded in society and Victorian capitalism disembedded it. One problem
is that it is not clear whether the economy ever was actually disembedded (for
example capitalism is embedded in state institutions and the private social
networks mentioned just now) or whether the separation occurs at the level of
ideology, as in free market economics. Polanyi was not against markets as such,
but rather against market fundamentalism of the kind that swept Victorian
England and has us in its grip today. The political question is whether politics
can serve to protect society from the excesses produced by this disembedding;
or whether it lends itself to further separation of the economy from society.







And I would say that Polanyi's biggest failure was to
claim that what happened in the 19th century was the rise of "market
society". This concept misses entirely the bureaucratic revolution that was
introduced from the 1860s onwards based on a new alliance between capitalists
and landlords which led to a new synthesis of states and corporations aiming to
develop mass production and consumption. Polanyi could not anticipate what
actually happened after he wrote his book in 1944. An American empire of free
trade was built on a tremendous bureaucratic revolution. This drew on
techniques and theories of control developed while fighting a war on all
fronts. The same war was the source of the technologies that culminated late in
the digital revolution. Karl Polanyi's interpretation of capitalism as a market
economy doesn't help us much to understand that. In fact, he seems to have
thought that bureaucracy and planning were an antidote to capitalist market
economy.







If you ask me what is today's great transformation, I
would prefer to treat the last 200 years as a single event, that is, a period
in which the world population increased from one billion to seven billion, when
the proportion of people living in cities grew from under 3% to around half,
and where energy production increased on average 3% a year. The Great Transformation
is this leap of mankind from reliance on the land into living in cities. It has
been organized by a variety of institutions, including cities, capitalist
markets, nation-states, empires, regional federations, machine industry, telecommunications
networks, financial structures, and so on. I'm prepared to say that in the
twentieth century national capitalism was the dominant economic form, but by no
means all you need to know about if you want to make a better world.







I prefer to look at the economy as being organized by
a plural set of institutions, including various political forms. The Great Transformation
in Polanyi's sense was not really the same Great Transformation that Marx and
Engels observed in Victorian England—the idea that a new economic system was
growing up there that would transform the world. And it did! Polanyi and Marx
had different views (as well as some common ideas), but both missed what
actually happened, which is the kind of capitalism whose collapse is constitutes
the Great Transformation for us today. The last thirty years of financial
imperialism are similar to the three decades before the First World War. After
that phase collapsed, thirty years of world war and economic depression were
the result. I believe the same will happen to us! Maybe we can do something
about it, but only if our awareness is historically informed in a
contemporarily relevant way.











The distinction between
states and markets really underpins much of what we understand about the workings
of world economy and politics. Even when we just say "oh, that's not economic"
or "that's not rational", we invoke a separation. How can we deal with this
separation?







This state-market division comes back to the bourgeois
revolution, which was an attempt to win freedom from political interference for
private economic actors. I've been arguing that states and markets were always
in bed together right from the beginning thousands of years ago, and they still
are! The revolution of the mid 19th century involved a shift from
capitalists representing workers against the landed aristocracy to a new
alliance between them and the traditional enforcers to control the industrial
and criminal classes flocking into the cities. A series of linked revolutions
in all the main industrial countries during the 1860s and early 70s—from the
American civil war to the French Third Republic via the Meiji Restoration and
German unification—brought this alliance to power.







Modernity was thus a compromise between traditional
enforcers and industrial capitalists and this dualism is reflected in the
principal social form, the nation-state. This uneasy partnership has marked the
relationship between governments and corporations ever since. I think that we
are now witnessing a bid of the corporations for independence, for home rule,
if you like. Perhaps, having won control of the political process, they feel
than can go ahead to the next stage without relying on governments.  The whole discourse of 'corporate social responsibility'
implies that they could take on legal and administrative functions that had
been previously 'insourced' to states. It is part of a trend whereby the
corporations seek to make a world society in which they are the only citizens
and they no longer depend on national governments except for local police
functions. I think that it is a big deal—and this is happening under our noses!







Both politicians and economic theorists (OliverWilliamson got a Nobel prize for
developing Coase's theory of the form along these lines)
are proposing that we need to think again about what functions should be
internal to the firm and what should be outside. Perhaps it was a mistake to
outsource political control to states and war could be carried out by private
security firms. The ground for all of this was laid in the late 19th
century when the distinction in law between real and artificial persons was
collapsed for business enterprises so that the US Supreme Court can protect
corporate political spending in the name of preserving their human rights!
Corporations have greater wealth, power and longevity than individual citizens.
Until we can restore their legal separateness from the rest of humanity and
find the political means of restricting their inexorable rise, resistance will
be futile. There is a lot of intellectual and political work still to be done
and, as I have said, a lot of pain to come before more people confront the
reality of their situation.











What role do
technological innovations play in your understanding and promoting of shifts in
the way that we organize societies? Is it a passive thing or a driver of
change?







I wrote a book, the
Memory Bank: Money in an Unequal World
(read it here, with the introduction
here), which centered on a
very basic question: what would future generations consider is interesting
about us? In the late '90s, the dot com boom was the main game in town. It
seemed obvious that the rise of the internet was the most important thing and
that our responses to it would have significant consequences for future
generations.







When I started writing it, I was interested in the
democratic potential of the new media; but most of my friends saw them as a new
source of inequality – digital exclusion, dominance of the big players and so
on. I was accused of being optimistic, but I had absorbed from CLR James a
response to such claims. It is not a question of being optimistic or
pessimistic, but of identifying what the sides are in the struggle to define
society's trajectory. In this case the sides are bureaucracy and the people. Of
course the former wish to confine our lives within narrow limits that they
control in a process that culminates as totalitarianism. But the rest of us
want to increase the scope for self-expression in our daily lives; we want
democracy and the force of the peoples of world is growing, not least in Africa
which for so long has been excluded from the benefits of modern civilization.
Of course there are those who wish to control the potential of the internet
from the top; but everywhere people are making space for themselves in this
revolution. When I see how Africans have moved in the mobile phone phase of
this revolution, I am convinced that there is much to play for in this
struggle. What matters is to do your best for your side, not to predict which
side will win. Speaking personally, Web 2.0 has been an
unmitigated boon for me in networking and dissemination, although I am aware
that some think that corporate capital is killing off the internet. A lot depends
on your perspective. I grew up learning Latin and Greek grammar. The
developments of the last 2-3 decades seem like a miracle to me. I guess that
gives me some buoyancy if not optimism as such.







It's obvious enough to me that any democratic response
to the dilemmas we face must harness the potential of the new universal media.
That's the biggest challenge. But equally, it's not clear which side is going
to win. I'm not saying that our side, the democratic side, is going to beat the
bureaucratic side. I just know which side I'm on! And I'm going to do my best
for our side. Our side is the side that would harness the democratic potential
of the new media. In the decade or more since I wrote my book on money and the
internet, I have become more focused on the threat posed by the corporations
and more accepting of the role of governments. But that could change too. And I
am mindful of the role the positive role that some capitalists played in the
classical liberal revolutions of the United States, France and Italy.











Final Question. I would
like to ask you about the distinction between formal and informal economy which
you are famous for having coined. How did you arrive at the distinction? Does the
term, the dichotomy, still with have the same analytical value for you today?








Around 1970, there was a universal consensus that only states could organize economies for development. You were either a Marxist or a Keynesian, but there were no liberal economists with any influence at that time. In my first publication on the topic (Informal Income Opportunities and Urban Employment in Ghana, read it here, pdf)—which got picked up by academics and the International Labor Organization—I was reacting against that; the idea promoted by a highly formal economics and bureaucratic practice that the state as an idea as the only actor. In fact, people in Third World cities engaged in all kinds of economic activities, which just weren't recognized as such. So my impulse was really empiricist—to use my ethnographic observations to show that people were doing a lot more than they were supposed to be doing, as recorded in official statistics or discussed by politicians and economists.






Essentially, I made a distinction between those things
which were defined by formal regulation and those that lay outside it. I posed
the question how does it affect our understanding in the development process to
know more what people are doing outside the formal framework of the economy.
And remember, this came up in West Africa, which did not have as strong a colonial
tradition as in many other parts of Africa. African cities there were built and
provisioned by Africans. There were not enough white people there to build
these cities or to provide food and transport, housing, clothing and the rest
of it.







In my book on African agriculture, I went further and
argued that the cities were not the kind of engines of change that many people
imagined that they were, but were in fact an extension of rural civilizations
that had effectively not been displaced by colonialism, at least in that
region. Now if you ask me how useful I think it is today, what happened since
then of course is neoliberal globalization, for want of a better term, which of
course hinges on deregulation. So, as a result of neoliberal deregulation, vast
areas of the economy are no longer shaped by law, and these include many of the
activities of finance, including offshore banking, hedge funds, shadow banking,
tax havens, and so on. It also includes the criminal activities of the
corporations themselves. I've written a paper on my blog called "How the
informal economy took over the world" which argues that we are witnessing the
collapse of the post-war Keynesian consensus that sought to manage the economy in
the public interest through law and in other ways that have been dismantled; so,
it's a free-for-all. In some sense, the whole world is now an informal economy,
which means, of course, that the term is not as valuable analytically as it
once was. If it's everything, then we need some new words.







The mistake I made with other people who followed me was
to identify the informal economy with poor slum dwellers. I argued that even
for them, they were not only in the informal economy, which was not a separate
place, but that all of them combined the formal and informal in some way. But
what I didn't pay much attention to was the fact that the so-called formal
economy was also the commanding heights of the informal economy—that the
politicians and the civil servants were in fact the largest informal operators.
I realize that any economy must be informal to some degree, but it is also
impossible for an economy to be entirely informal. There always have to be
rules, even if they take a form that we don't acknowledge as being
bureaucratically normal like, for example, kinship or religion or criminal
gangs. So that's another reason why it seems to me that the distinction has
lost its power.







At the time, it was a valuable service to point to the
fact that many people were doing things that were escaping notice. But once
what they were doing had been noticed, then the usefulness of the distinction
really came into question. I suppose in retrospect that the idea of an informal
economy was a gesture towards realism, to respect what people really do in the
spirit of ethnography. I have taken that idea to another level recently in mywork on the human economy at the University of Pretoria in South Africa. Here, in addition to
privileging the actors' point of view and their everyday lives, we wish to
address the human predicament at more inclusive levels than the local or even
the national. Accordingly, our interdisciplinary research program (involving a
dozen postdocs from around the world, including Africa, and 8 African doctoral
students) seeks ways of extending our conceptual and empirical reach to take in
world society and humanity as a whole. This is easier said than done, of
course.







Keith
Hart is Extraordinary Visiting Professor in the Centre for the Advancement of
Scholarship and Co-Director of the Human Economy Program at the University of
Pretoria, South Africa. He is also centennial professor of Economic Anthropology at the LSE.











Related links










Faculty Profile at U-London


Personal webpage


Read Hart's Notes towards an Anthropology of the Internet (2004, Horizontes Antropológicos) here (pdf)


Read Hart's Marcel Mauss: In Pursuit of a Whole (2007, Comparative Studies in Society and History) here (pdf)


Read Hart's Between Democracy and the People: A Political History of Informality (2008 DIIS working paper) here (pdf)


Read Hart's Why the Eurocrisis Matters to Us All (Scapegoat Journal) here (pdf)









Print version of this Talk (pdf)

PRIZE ESSAY NUMBER N. C. BAR! CHUN, OITTVMUIa m m m JBHSSTT *^^^^ j^^^^ ■ 151 OAMPBK LL.HEIMP:R. I,L. BUTLHH. BKII.T.llAUI'. DI i.I.I •:xi!K( K. 1 I I'.SS. G AUGER. KIM mMmmimWKmfllHHamlii HELP THOSE WHO HELP US. The Intercollegiate Bureau of Academic Costume. Chartered xgos. Cofcredl 5* Leonard, makers of the Gaps, Gouans and Hoods To the University of Pennsylvania, Harvard, Princeton, Yale, Cornell, Columbia, University of Chicago, University of Min-nesota, Leland Stanford, Tular>"' i"'"i V'"'A/'"'F'''' ■■BHBm • ■ ■ WE RECOMMEND THESE FIRMS. The Pleased Customer is not a stranger in our estab-lishment— he's right at home, you'll see him when you call. We have the materials to please fastidious men. J. D. LIPPY, lXEe:i-v£:EIiT and Manufacturers of BUILDING STONE, SAWED FLAGGING, and TILE, fALTONYILLE, ESS PENNA. Contractors for all kinds of cut stone work. Telegraph and Express Address, BROWNSTONE, PA. Parties visiting Quarries will leave cars at Brownstone Station, on the P. & R. R.R. mm 46 THE MERCURY. A PHANTASY. CHARI.ES WELSEY WEISER, '01. ; 5 WO spirits floating through the air Leave their mark of passing there. The spirit of the scentless spring, And summer's scented spirit bring Their breath of life and breath of love, And wave ethereal wings above The weary brow. With soothing hand They stir to life the waiting land. The azure sky, the sun and flowers, The bursting bud of woodland bowers, The tender grass, the songsters' strain Compose for life love's sweet refrain Of fellowship. (lI 'Tis evening and the twilight gray Creeps o'er the half-forgotten way, As passing on in pensive mood, Through the ancient hemlock wood, I see beneath the massive trees, Fanned by the evening breeze, A stalwart man reposing lay Beside the lonely grassy way. Tall and brawny, noble., fair, With beaming eyes and wavy hair, He forms a picture good to see— Nature's perfect mastery Commanding all. He speaks—the tones in clarion notes Upward through the branches float. He smiles—and wins with glances bright, Fellowship's most welcome light. "Nature," says he, "perfect, strong, Note and strive for ; and prolong Your days ; and usefulness, and peace, And love, from life shall ne'er cease." I fain would speak, but wake to see 'Tis only a bright phantasy Wrought by Spring-tide on the mind, That seeks in life and love to find The perfect whole. I V* . THE MERCURY 47 "RABBI BEN EZRA." ABDEL R. WENTZ, '04. [Graeff Prize Essay.] ROBERT Browning's Rabbi Ben Ezra is a transcript from the natural experience of a human soul. The struggle between lower and higher ideals has already been fought on the battleground within the soul. The conflict between faith and doubt is over. Faith stands victorious. We have here por-trayed a picture not of action but of a soul in intellectual fer-mentation, the concomitant of action. The poet speaks from emotional imagination in expressing the wish of his soul to be in touch with the infinite. And the passion here described is one that is universal to mankind and one that is deepest and most widely felt in loving human nature. Other poets have attained the same depth of thought, a number have expressed somewhat the same ideas as are here set forth, but probably no poem stands in exactly the same relations as Rabbi Ben Ezra. We propose, therefore, to inquire briefly concerning the Rabbi and his part in the poem, to examine in a general way Brown-ing's philosophy of life as unfolded in the body of his religious poetry, to analyze the thought of this poem and see how the philosophy of life is here set forth, to ascertain what relation the poem sustains to the teachings of Christianity, and to make some observations concerning its rhetorical composition. Abraham ben Meir ben Ezra is the full name of the Rabbi to whom Browning assigns this monologue, but he is more commonly known as Ibn Ezra. Born in Toledo, Spain, about 1088, he started to travel early in life and visited all parts of western and southern Europe and northern Africa. His last days were spent in Rome and here he died in 1167. He was an earnest student of astronomy and won much fame not only as an astronomer but also as an astrologer and physician. In him the Platonic philosophy had an able advocate. Wherever he went he became distinguished for his great learning and his varied accomplishments, but his chief renown seems to have I im 48 THE MERCURY. been as grammarian, biblical commentator, and poet. But great as was the scholarship of the Rabbi, his piety was even greater. From all his writings and from the account of his life we gather that he was a man of extraordinary spiritual rectitude under the complete guidance of the word of God. Such was the man to whom Browning here attributes the philosophy of life. So thoroughly is Ibn Ezra adapted to the expression of such a philosophy and so well do the sentiments here expressed ac-cord with the writings of the Rabbi that the question has been raised whether Browning meant Rabbi Ben Ezra to serve as a statement of his own philosophy or that of Ibn Ezra. There are, indeed, a number of Jewish elements contained in the poem ; as, for instance, the abiding trust in a central righteous-ness. But Browning was specially fond of weaving such ele-ments into the woof of his thought; in fact, in his own nature, both spiritual and intellectual, he was not entirely free from cer-tain Jewish characteristics. Moreover, a great many of his il-lustrations and traditions are taken from among the Jews and no other English poet, with the single exception of Shakespeare, commands for the Jew the same admiration and compassion that Browning does. It seems only reasonable therefore that the poet in presenting his own views concerning life should draw some of his less important ideas from the writings of the Rabbi and thus weave into the poem sufficient coloring to ac-count for the idiosyncrasies of the individual whom he has chosen to give expression to those views. But the strongest proof that Rabbi Ben Ezra expresses Browning's own theory of life, lies in the fact that it is prac-tically a recapitulation of the very sentiments expressed in many of his other poems, as witness Sordello, Abt Vogeler, Saul, The Pope, A Death in the Desert, Reverie, and quite a number of others, all of which develop the same life-philosophy as Rabbi Ben Ezra does. Just as Cicero made use of the venerable Cato as his lay figure in setting forth his views on "Old Age," so Browning has used different personages to develop his philoso-phy, in each case adapting some of the incidentals to the indi- » ■ > THE MERCURY. 49 * * vidual personage. In Jochanan Hakkadosh we have another instance where Browning uses a Jew as his mouthpiece to give utterance to his theory of life. And in the poem under con-sideration he has placed this theory in the mouth of the Rabbi for no other purpose than merely to furnish it with a back-ground; for Browning himself explained of Sordello: "My stress lay on the incidents in the development of a soul; little else is worth study." Being assured then that Rabbi Ben Ezra is merely a restate-ment of Browning's theory of life, it may be well before pro-ceeding to the thought analysis of the poem to try to gain some idea concerning his philosophy of life as developed in the rest of his religious poetry. This philosophy begins in his very first publication, Pauline, where its crude outlines are to be seen; it is more carefully developed and at much greater length in his next production, Paracelsus, and then re-appears from time to time among his productions, and receives its final utterance in his very last poem, Reverie. It is a noteworthy fact that Browning formed this view of lite in his youth, and that no-thing in his life experiences gave him occasion to change it, so that traces and reiterations of it are to be seen in poems cover-ing a period of sixty years of his life. The whole trend of his philosophy might be summarized in the statement that the aspiration towards divine Power and Love is the most exalted ideal for the human soul. The intensity of the universal passion of human love reaching out towards some object which shall satisfy aspiration gives him the conception of God as infinite Love and of the future life as one in which Love incarnate shall have a place. This earthly life is merely a period of probation; man here is in constant pre-paration for another life. Past influences constitute the cri-terion by which to judge of the future, and our development here is determinative of our hereafter, either for growth or de-cay. But in this life we are surrounded by innumerable lim-itations and conditions. All our attainments are bounded by the finite. The divinity at the root of man's nature is too great for the sphere which contains him, arid yet it is this very di-vinity which gives rise to aspiration. Aspiration in turn causes ' ill i. 111 , ,., ,.j,i;iMl8M ■ 50 THE MERCURY. discontent, difficulties, and failures, and these point to infinite success and goodness. Thus we are made to realize the limi-tations and imperfections of our finite existence and to strive ever onward and upward to infinite freedom and perfection. It is precisely this imperfect nature in man which gives him the susceptibility to infinite growth and development; and this is "Man's distinctive mark alone," that which raises him higher in the scale than the brute and places him "a little lower than the angels." Only by our temporal failures are we led to see the possibility of eternal success. Internal dissatisfaction with our attainments on earth induces aspiration towards the divine. Man is "a living personality linked to the principle of restless-ness;" he must recognize his limitations and work within them, never losing sight of the infinite beyond nor ever ceasing to as-pire toward that perfection of freedom. To become content with even the highest attainable per-fection in this earthly life would mean to renounce all noble de-sires and to deny the inner light. This present state must not be regarded as an end in itself and submission to the conditions which it imposes would only result in fatal loss. To fail to recognize our imperfect nature would be to deny the possibility of spiritual growth. No, we must never be satisfied with this earth and its meagre successes; we must never rest content with this stage of imperfection. We must recognize the possi-bility of higher results than any attainable on earth and must aspire to something beyond the limits of time and space. "A man's reach should exceed his grasp, Or what's a heaven for?" It is this very quality—this constant discontent with earthly attainments, this endless aspiration for something higher—that makes life a struggle and the earth a bivouac of strife. Man must be actuated by a constant and conscious impetuosity to-wards the divine, drawing new impulses out of each failure, ever realizing with Tennyson, that, "Men may rise on stepping-stones From their dead selves to higher things." THE MERCURY. Si Each failure should give rise to greater effort and higher aspira-tion. According to Abt Vogeler, the musician accepts the pro-longed pause as an earnest of sweet music, and the discords as an evidence of more highly-prized harmony to follow. The limitations of this life are only suggestions of the infinitude of the life beyond. These. temporal barriers shall become the doors opening to the eternal life of infinite beauty, happiness, knowledge and love. The little mountain rill, as it flows down, has many rough places to cross, many obstacles to encounter, many rocks and precipices to pass, but continually receiving new life from other streams it grows deeper and stronger until at last it becomes a great, deep river, and, undisturbed now by the huge boulders beneath its surface, it flows calmly on to join the peaceful, powerful ocean. So the soul, weak at first and prone to despair, must work within its limitations and by an endless succession of aspirations and failures, each failure stimu-lating stronger endeavor, make its way to God and to the real-ization of perfect Power and Love. Having thus gotten a view of the philosophy of life as Brown-ing held it, we will be better able to follow in analysis the thought of Rabbi Ben Ezra, where this philosophy is stated with greater conciseness, perhaps, than anywhere else in Brown-ing. But -first it must be said, by way of explanation, that Rabbi Ben Ezra is not argumentative in its character; it is merely the statement of facts of positive knowledge. Its view is intuitive and it states conclusions without employing courses of reasoning. We shall not expect, therefore, that the thought of the different stanzas will in every instance be arranged in strict logical sequence. Mellowed with years, the venerable Rabbi gives to the young man the cheerful assurance, " The best is yet to be," and in the quietude of life's evening hour proposes a retrospect of the day and a prospect to the tomorrow. Bidding us to trust in God te reveal His whole plan, he first considers youth. This is a period of hesitation and ambition, of "hopes and fears." All of youth's brief years are passed in doubt and indecision. But for this the Rabbi has no remonstrances, for this very doubt is S2 THE MERCURY. the actuating influence—the "troubling spark"—which distin-guishes us from the brute creation; brutes have their end of living in self-satisfaction, and in the gratification of sense are free from care and doubt. But man's greatest glory and that which attests his affinity with the great Provider lies in his noble desires and lofty aspirations which can never be satisfied on earth; this is the disturbing spark that proves his spiritual nature. We should therefore endure with good cheer the lim-itations that are here placed upon us, and, despite life's difficul-ties and discomforts, ever strive and learn and dare. For the seeming failures of this earthly life simply prove our suscepti-bility to the achievement of eternal success. Our aspiration to the unattainable raises us higher in the scale than the unpro-gressive brute, and he, who hopes to succeed in his flesh and to that end subordinates soul to body, can scarcely deserve the noble name of man. And yet the body is not without its use; all past experi-ences in the flesh serve to teach valuable lessons in this train-ing- school for eternity, and the heart of the Rabbi beats in sin-cere gratitude for the opportunity of living as a man, a part in the one great plan of perfect Power and Love. He trusts him-self implicitly to the will of his Creator and hopes thus to gain the victory over low ideals and ignoble desires. For the soul is prone to yield to its rosy garment of flesh in the desire for rewards commeasurable with bodily endowments and physical attainments. But we should not measure ourselves by the ground gained in spite of flesh; we should realize that while flesh and soul are both subject to limitations here on earth, yet neither is to be despised as all is for the best. Youth must have its struggles and disappointments but old age reaps rich fruit in consequence. For here if is that the complete man is produced and that the tendency to God be-gins. The Rabbi, ripe with age, awaits the fight with death, the only struggle now before him. "Fearless and unperplexed" he contemplates the battle with perfect serenity of soul, for his experiences have taught him what weapons and what armor to employ. Now that his youth is ended he is in a position to L4fc THE MERCURY. 53 pass sentence on that period of life. The fires of'youth have culled out the gold from the dross and the life-struggle can now at length be estimated at its true value. In youth all was un-certainty ; with age comes knowledge absolute. Each sunset brings its certain moment which suddenly calling the glory from the gray announces the death of the day and invites esti-mation of its worth. So the period of old age, tinted with glory and free from the strife of youth, affords the opportunity to prove the past, pronounce judgment on its errors and pro-prieties, and thereby "sustained and soothed" to face the future. And more than this is not possible for man ; his highest duty is to practice tomorrow the lessons of today, to follow intently "the great Artificer of all that moves" and thus catch hints of real handicraft, of true workmanship. Youth is the proper time for growth and aspiration, the proper time to "strive to-ward making," and though the efforts to make be uncouth and seeming failures, nevertheless they are eminently successful in that they secure for old age exemption from strife and the blessed privilege of knowledge. Death can then be awaited without fear. Here the mind is not harassed by arguments of "Doctor and Saint"'as in youth, but the knowledge of the Right and Good and Infinite is as absolute as the knowledge of the possession of one's own hand. Age vindicates youth by defining and separating "great minds from small" and by determining whether the principles of Right were properly ap-plied in youth. Thctruth is revealed and peace of soul secured. But who shall act as judge to pass the sentence? It is no easy task, for men of very similar traits and qualities hold widely different views. Who shall decide? The answer: each man must be his own arbiter; he alone understands the circum-stances of his own life struggle. For life is not to be judged by its deeds and attainments, else others could pass the sentence. "Men appraise the outward product," but this vulgar mass, so easily recognized and valued by the low world, is not the proper standard to use in making up the main account. True, our "work" is pleasing in the eyes of our fellow-men and quickly plumbed and tested by the world's coarse thumb and finger, but 54 THE MERCURY. the true reckoning of man's worth takes into account all our undeveloped instincts tor good, all our unfulfilled purposes. These no one can know but ourselves and these God weighs and considers. He finds value in our thoughts which we were not able to express in a mere act and His records contain even our fleeting fancies :— "All I could never be, All, men ignored in me, This, I was worth to God. whose wheel the pitcher shaped." These lines contain the one great lesson of the poem, the very-theme of its thought, namely, the manifestation of God's love in his dealings with man. Our doubts He overrules for faith; our failures He overrules for success. Our aspirations to the impossible become the essentials of our spiritual growth. It is on the wings of God's love that the spirit of man mounts from earth to heaven. This thought pervades the entire poem. The thought that man is the pitcher shaped by the wheel of God leads to the expanding of that beautiful metaphor of the potter and the clay, and this occupies the concluding verses of the poem. We are invited to examine the metaphor and learn why time passes away so rapidly while our souls lie passive. Hugest folly is the proposition that nothing endures and that the past has no bearing on the present or the future. All that has ever really existed, lasts forever. The wheel indeed may vary as it turns, but potter and clay endure. So life fleets and earth changes, but God and Soul remain forever. We are not mere shadowy existences destined to pass into nothingness; we are eternal realities. But the changing motion of the wheel is needful to give the clay its proper form and make it useful; no less are the buffetings and evanescent influences of this life's dance intended by the all-wise Creator to give our souls their proper bent and temper and fit them for their highest useful-ness. What matters it, so far as the usefulness of the cup is concerned, if the potter in the course of his work ceases to adorn it with the beautiful figures wrought around its base and fashions stern, grim scull-things about the rim? And what I THE MERCURY. 55 matters it if our Maker diminish our pleasures and make this temporal life less attractive? Not in the decorations however beautiful is to be found the proper use of a cup; no more is the highest usefulness of the soul to be found in the pleasures and ornaments of life. Heaven's consummate cup has no need therefore of earth's wheel; his only need is the Potter, to amend the lurking flaws and use His work. The Rabbi declares that never once in the whole dizzy course of his lite with all its im-perfections and failures—never once did he lose sight of his end as a vessel to slake his Maker's thirst. Just as in the opening stanza he expressed his firm assurance of a better life to come, aud his abiding confidence in God's goodness, "Our times are in His hand," so after maintaining this sentiment through the entire poem, he reiterates it once more in his eloquent closing prayer: "So, take and use Thy work : Amend what flaws may lurk, What strain o' the stuff, what warpings past the aim ! My times be in Thy hand! Perfect the cup as planned ! Let age approve of youth, and death complete the same[" These noble sentiments, though expressed by a Jewish Rabbi, are entirely in accord with the teachings of Christianity. An eminent writer on ethics has pronounced Rabbi Ben Ezra to be "one of the completest descriptions of the ethical life in English literature." But it is even more than that; it is a statement of pure theism and a description of sublime religious faith. It abounds in Christian sentiment and contains numer-ous allusions to Scripture of both the Old and New Testament. If Rabbi Ben Ezra were a part ot the Bible, every sentence in the entire poem would long since have been quoted in substan-tiation of some Christian teaching. One of the salient teach-ings of the poem is that of absolute submission to the Divine will. This, one of the great teachings of our New Testament, is forcibly set forth in the poem. Moreover, Christ's mission on earth was to reveal the Father not only as Power but more specifically as Love. In the light of this fact, the sentiment 56 THE MERCURY. which the Rabbi expresses becomes quite striking, especially when he says, "I, who saw power, see now Love perfect too." L^fc, The Christian religion is preeminently a religion of love, and Rabbi Ben Ezra has its very basis on God's love for man. Then, too, Christianity is essentially a romantic religion. Literature furnishes numerous instances of Christian romance. And what can be more romantic than this idea of a future life with earthly hopes and aspirations realized and Love perfected, as developed in the poem ? This hope of future existence gives to the Chris-tian religion the very source of its life. And in Holy-Cross Day we have another instance where Browning represents this same Ben Ezra as a direct advocate of Christ and Christianity. When Rabbi Ben Ezra was first published (1864), the world stood in great need of just such a message of hope and faith as the poem conveys. That was a time when skepticism and des-pondency were rapidly growing. Matthew Arnold was busy promulgating his own unbelief. Fitzgerald had just published his'beautiful translation of Omar Khayyam, and this message o doubt was being very widely read. Epicureanism and sensualism were spreading. To all these Rabbi Ben Ezra was a check. It inculcated cheerfulness and hope, destroying doubt and set-ting up faith preeminent. Some readers of Browning find in him nothing more than what is purely humanitarian and ethical, while others narrow their vision to the romantic and Christian. In reality, Brown-ing includes both. His message is twofold : he treats both the Here and the Hereafter. An so Rabbi Ben Ezta combines the humanitarian and the ethical, on the one hand, with the roman-tic and Christian on the other, and sets forth a lofty type of Christian faith as held by a man of God. In rhetorical composition Rabbi Ben Ezra is typical of Brown-ing's religious poetry. Browning is noted for his great com-prehensiveness of meaning. Few writers have used single words with such great effect. In fact, so great is his conscise- THE MERCURY. 57 ness that he is often charged with being obscure, and the num-ber of his readers is comparatively small because not many peo-ple will take the trouble to disengage the poet's real thought irom the close-plaited web of his expression. Rabbi Ben Ezra is no exception to the rule. True, it is one of the most widely known of Browning's poems and has been considered one of the easiest, but its apparent simplicity disappears before any serious effort to drain it of its meaning. The poet thinks at lightning speed and records his thoughts as they occur to him, and nothing short of an alert mind and an open spirit will suf-fice to draw from the poem its full meaning. It is recondite almost to the extreme, in places even bordering on the verge of solecism. And yet it is only natural that such" sublime, weighty thought should receive striking expression. Every sentence is pregnant with vigorous meaning. And while the poem shows in its structure no regard whatever for symmetry or proportion and no view to clearness, beauty, or nobleness of form, yet it presents the greatest consistency of teaching from first to last. This poem will be read as long as the human race endures, because it has to do with a passion that is common to all man-kind. It deals with man's growth to the infinite in a spirit of the most healthful optimism, and inspires men everywhere to high and noble thinking. Browning himself gives an estimate of the loftiness of the theme when he says in a letter to a friend: "It is a great thing—the greatest—that a human being should have passed the probation of life, and sum up its experi-ence in a witness to the power and love of God." What Long-fellow contributes to literature in his "Psalm of Life," what Ten-nyson contributes in his "In Memoriam"-—this and more Brown-ing epitomizes in his Rabbi Ben Ezra. And the late Professor Everett of Harvard pronounces it "one of the most exalted of the poems of Browning * * * * one of the most exalted in the whole range of literature." 5« THE MERCURY. RUSSIAN AGGRESSION. [Second Prize in the Inter-Collegiate Oratorical Contest] W. W. BARKXEY, '04. PASSING events in the Far East draw the eyes of the world once more toward those parts which have engaged more or less constant attention for many years. The Asiatic question with its many difficulties and complications presents the unsolved international problem of the twentieth century. How shall the equilibrium of the East and the- integrity of China be maintained? How shall the commercial powers of the world preserve the equality of trading privileges along China's inviting coast? How shall the threatening advance of Russia upon Asia be checked? Shall Anglo-Saxon civiliza-tion or the civilization of the Muscovite stamp itself upon east-ern peoples ? The last two inquiries are primary and essential, it will be admitted, in dealing with the first two. Statesmen prophets have prophesied, but struggle is no longer a thing of the future. The foretold contest is on. and it is critical. Potent energies are now at work in the Orient. Asia is evidently un-dergoing transition. Pressing circumstances must soon force a solution of the grave problem of the East and provide answers to our questions. While grim-visaged war is raging between the little island empire of the Pacific and that gigantic nation of the north, it will not be untimely to follow the course of that ceaseless, un-tiring advance which has brought Russia all the way across the Eurasian continent from St. Petersburg to Vladivostok and Port Arthur. The declaration of open hostilities between these two con-flicting nations was no surprise, but rather was expected. War was inevitable in the face of Russian aggression and dogged-ness. The current strife is only one of a series of events which have been shaping themselves for years, yes for centuries, in the history of Russia. It is the natural, logical outcome of a policy of greed and grasp which has been at the bottom of THE MERCURY. 59 every national move which Russia has made since the days of her first note-worthy monarch, "Ivan the Terrible." The real cause of the war waging today can be clearly traced to this governing policy. Insatiate Russia is not satisfied with her tight grip on Manchuria which she now practically owns and controls, but looks with a covetous eye on the independent but small empire of Korea over which Japanese influence should justly extend. In fact it was reported, previous to the outbreak with Japan, that she already had obtained large interests in the important timber regions of the Yalu Valley, and that her rep-resentative stood over the weak and pliable Emperor at Seoul with almost dictatorial power. Such is her impudence and boldness. Will Russia recede from the prominent position she has taken in northeastern China ? Never, voluntarily ! She may make clever pretensions and employ shrewd diplomatic schemes, as is her custom, but she will never withdraw from an acquisi-tion which has been the object of her ambition for three cen-turies and more, until Japan or some other power drives her back into the north from whence she came. And then she will not remain there; onward, advance, conquer and expand have been the watchwords of this aggressor of nations since the close of the Middle Ages when the terrible autocrat of the six-teenth century assumed the ambitious title of Czar and began to push the lines of his government out in all directions. When Ivan came to the throne Russia was "a semi-savage, semi-Asiatic power, so hemmed in by barbarian lands and hos-tile races as to be almost entirely cut off from intercourse with the civilized world." Since then her growth in territory and power has been marvelous and amazing. From the compara-tively small and insignificant state in Central Europe, she has gradually extended her boundaries until now she dominates about one-half of the land area of Eurasia. The Tartars were attacked and driven beyond the Ural river, and thus the entire Volga and Caspian regions were acquired. An advance was started toward the Ural mountains and the Euxine. Under the powerful and energetic despot, Petet the Qreat, the Black and Baltic sea regions were both gained; Siberia was explored and 6o THE MERCURY. conquered from the Ural mountains to Kamtschatka, and afterwards colonized; far-reaching reforms were brought about, and Russia was lifted to a place among the first-class powers of Europe. Today her dominion extends from the borders of Per-sia, Afghanistan, and India on the south to Sweden and the Arctic ocean on the north ; and from the Chinese Empire and the Pacific on the east to Germany and Austria-Hungary on the west. What giant strides she has taken in territorial devel-opment ! What a magnificent stretch of country she has been able to consolidate into one sovereign State! No other nation in the history of the world has been able to secure such abso-lute control over so large an empire and that in the compara-tively short period of four centuries. Russia's advance is steady and never ceases. Her policy is well-outlined and the goal of her ambition is clearly defined., Her real governing purpose may be deduced from her actions. Russia needs some warm water harbors on the Pacific. She proposes first to secure, if possible, these advantageous outlets without which she can never develop her almost limitless na-tural resources. Secondly, Russia evidently aims to become the arbiter and controller of the East; and, therefore, she en-deavors to stamp her order of civilization on Asia, and obtain for herself the preponderance of power in the Far East. Back of these exalted aims and ambitions is a thorough conviction among her people that the day of Russian supremacy is near at hand. "Her students everywhere claim that the world had bee?i under the Romance type of civilization and that gave way in time to the Anglo- Teutonic type under which the world is now developing and this is about to give way to Slavonic civilization to which the future belongs." Surely, if written history and current actions count for anything in judging a nation, no other than these stupenduous designs and hopes, we have briefly stated, are the basis of her aggressive spirit. Surely no other than these form the main-spring of Russia's late historical movements. Russia's political,-.commercial and industrial interests demand a more extensive seacoast, and more and better harbors. Tur-r_* r THE MERCURY. 61 key and the Powers control the Bosphorus and deny her ingress to Mediterranean waters. The Baltic is ice-bound part of the year and that seriously hinders navigation there. Port Arthur and Vladivostok also present serious obstacles to successful commerce. Where shall Russia turn, if not southward along China's coast and toward the Persian gulf, in which directions the high wave of her influence and sovereignty has been roll-ing, now slowly, now rapidly, but ever rolling for almost four hundred years ? What does the construction of her great trans-Siberian railroad mean, which now stretches across an en-tire continent, if not easier access to the Pacific ? What does a similar trunk line mean, which is now being planned to extend from the Baltic to the Arabian sea, if not a freer outlet to the world's waters ? What does her sly seizure of Manchuria, her pretended foothold on Korea, signify ? What does a war with Japan signify, if not a fixed determination to extend her power along the Chinese seaboard and gain possession of China's warm water harbors? Russia aspires to be a great sea power, but as yet she is comparatively weak along that line, as was evinced too plainly by her recent defeats at the hands of Japanese sea-warriors. In order to be prepared in time of war she must have a stronger navy, and safer inlets to harbor it. That she may develop her boundless natural resources properly, both in Europe and Siberia, and thereby increase her wealth, she must be given an opportunity to open up her industries and enlarge her trade. To hold and maintain her place among the nations, she must establish herself on the sea. Russia's prophet states-men are shrewd and wide-awake to these facts. They look far ahead, see in Russia the nation of the future, and may be ex-pected to plan their every action in accordance with their in-tense ambition to make her glorious and paramount. There is no more room for doubt. The spread of Slavonic domination in Asia is truly alarming. No observer who has followed the course of current affairs in the East will have failed to notice that glacier-like movement of Russian power over Chinese territory. England sees it; Japan resents it. It is too evident, notwithstanding her cunning diplomacy, her insincere 62 THE MERCURY. promises and agreements, and her round-about manoeuvers at times, that Russia means to retain every foot of ground she possesses and that she will never cease to advance until she has conquered and absorbed and assimilated the whole of the Chi-nese Empire, Persia, and Afghanistan; stands triumphant on the summits of the lofty Himalyas, and looks with a threaten-ing eye down upon the rich and splendid empire of India, un-less, perchance, the Anglo-Saxon shall not delay longer, but come forth to contest such wholesale occupation of Asia. Some years ago, when it was proposed to retreat from the mouth of the Amur river, Emperor Nicholas said, "Where Russia's flag is carried once, there it shall remain forever." That shows the spirit of the nation. Russia is active; Russia is greedy; Rus-sia is strong and persistent. Give her the chance she seeks to relieve her latent energies and develop her dormant resources, and she will become the most influential, the wealthiest of world powers. Give her the opportunity she covets and she will scatter broadcast over the Orient her despotic principles of autocracy with its brutality, ignorance, and oppression; force her Greek Catholicism with its error and intolerance upon the unfortunate subjects of her conquest, and carry with her a spirit of exclusiveness and selfishness deadly to the advance of pure Christian civilization everywhere ig the world. Give her the right of way and she will attain the strategic points she desires and crush out of existence the Anglo-Saxon order of civiliza-tion, which means constitutional government, the Protestant religion, liberty, equality, and education characteristic of all Anglo Saxon peoples. Stand aside, and Holy Russia will rule the world. But will the rest of the world stand aside, passive and indif ferent, and let the great Czar forward his schemes of encroach-ment and aggrandizement unhindered? Japan says No! Japan acts promptly and firmly, and all hail! to the bravp little nation who with courage stout and strong goes out to battle with this giant aggressor of the north. We admit her claims be-cause we know they are just; we glory in her victories because we know she is right; deservedly do we give her our sympathies THE MERCURY. 63 because she has put herself in line with twentieth century progress and civilization and with dignity faces an avaricious foe still moved by the customs and principles of the sixteenth century. But can she stand against such might in the ultimate contest ? Can Japan alone hold Russia in check and stop the perilous ad-vance ? It is not to be expected. If not, what will England do, England who has check-mated Russia so often in Europe, and who now has such vast commercial interests on the coast and in the heart of China, and stands guardian over such a mighty empire as India, will she allow China to be Russianized and India to be menaced ? It would seem that the final struggle must be between Russia and England. Two great orders of modern civilization have met and are ready to clash, yes they have clashed, for Japan's prototype is England, and her civil-ization is Anglo-Saxon. On the one hand, Russia, who be-lieves thoroughly that the future lies with the Slav. On the other hand, the English-speaking nations, who contend that the future rests with the Anglo-Saxon. Both stand ready to fight, if need be, for the world's supremacy. One is a supremacy of personal absolutism and oppression; the other, a supremacy of democracy with its liberty and justice. Which shall it be? Should the struggle come now, Russia would likely be crushed ;• later, after she has had time to grow and strengthen to her full proportions, who shall prophesy the end and declare which shall rule the world, Anglo-Saxon or Slav ? THE PASSION FOR SCHOLARSHIP. PROF. OSCAR G. KXINGER. THE mental attitude of a man towards his vocation is all important. Tell me this and I will tell you the degree of success which he has won or will win. Where there is a lively interest there will be also the enthusiasm and tireless energy so necessary to the perfect performance of a task. A lackadaisical spirit defeats any enterprize. The captains of in- 64 THE MERCURY. dustry have always been men with a genius for hard work. The same is true of those who have won eminence in any of the learned professions. They have mounted high because they have been in love with their vocation. To the student who aims at some notable achievement in the domain of knowledge, an absorbing passion for scholarship is the first essential. By such a passion, I mean an insatiable desire to know the truth of things at first hand. Others may be satisfied to take their information on faith. He must get at the heart of reality ; he must know things in themselves and in their relations; and to attain this he must be willing to sacrifice everything— "To scorn delights and live laborious days." Unless this passion dominate him there will be lacking the fire and enthusiasm which are necessary to prolonged effort. To think is the most difficult task a man can ever set himself. It means absorption, critical acumen, a nice balancing of facts and unerring inference; in a word, it means the analysis of a fact or truth to its ultimates and a synthesis of these ultimates into a positive thought. The process prolonged wears out the brain and exhausts the nerves. To keep it up until the end demands a will which is animated by a passion for knowledge as burning as the desire to live. Then and then only can the mind come to its full stature and utter truth which men must hear whether they will or not. This longing to know is often inborn, but may be acquired in some degree by even the dullest. The main trouble with the latter sort of student is that his mind has never been a-wakened. About his intellect a dense haze has gathered and he cannot see his way nor does he know precisely where he is. A dull ambition stirs in his heart but he cannot discover its meaning. Intelligent study is to him unknown. He tries to go through his tasks but what he gets means little to him. Often it happens that young men of naturally capable minds almost finish their course before they acquire the mental aware-ness which is the first condition of successful study. When THE MERCURY. 65 they do wake up their progress is phenomenal. Perhaps therefore, the highest function of the teacher is to awaken mind and by his helpfulness keep it awake. ' No higher reward can come to him than the consciousness that he has set one intel-lect on fire with the passion to know. Before this is possible, however, a serious obstacle must be removed. It is a motion wellnigh unusual among students and grows out of a mistaken conception of education. The student finds the college equipped with a faculty of men more or less learned who are to be his teachers in the various subjects which the curriculum offers. He expects them to set him tasks for each day's performance. In the recitations they question him on the lessons and make the necessary explanations or pffer additional information. Consequently the idea is general and perhaps inevitable that the professors educate the pupil. How-ever natural, this notion is pernicious and works incalculable harm. In the sense that the teacher acts as guide and makes easier the road to intellectual development, it is true that he is an educator ; in any other sense it is misleading. The men-tal development zvhich any man gets is always the lesult of his own specific effort. A teacher helps, stimulates, guides, "but achieves nothing without the earnest response of the pupil.' This erroneous view is largely responsible for a wrong use of the textbook. The student imagines that doing his task-work in memoriter fashion is genuine study. Nothing could be farther from the truth. Even a parrot is capable of such exercise of memory and the world has no use for human "Pollys!" A memory stored with knowledge is a great boon, but will not go far in promoting a' man's interests. Some of the greatest failures have been walking encyclopedias of facts and theories. A bookworm always has a hard time to find enough to eat. The world demands men who can think and plan and execute,—practical men who can use their knowledge to meet and solve the intricate problems of business and poli-tics. "What new truth have you to offer?" is the question asked of every graduate and on his answer depends his sta-tion. A well written article which reproduces only the •ii% 66 THE MERCURY. thoughts of other men finds its way into the editor's waste bas-ket or into the pages of the cheapest magazine. The pulpit ■which is no longer a teaching platform will face empty pews. The "dead-line" in any profession is drawn where invention dies; years have nothing to do with it. The man who keeps pace with progress and is able to interpret to others the heart of the movement will never want a hearing. Such a man is never the product of a mere textbook. For a text in any sub ject is the resume of one man's interpretation of a body of facts. Its value depends wholly on the authority of its author. At best it is only an outline. Any student, therefore, who ac-cepts the teaching without examining the facts and bringing the theory to the test of facts, is doing two things—-depriving himself of the pleasure which comes with reasoned conviction, and missing the power which such additional research confers. Either is a great mistake. The worship of the textbook induces another grievous habit which when acquired blights original work in a literary way. When a theme has been adopted as the subject of an essay the student at once searches through the library for material which when found constitutes the subject matter of his essay. Of testing, of meditation, there is little or 'none. What he says is not what the subject means to him but to another. He is like a phonograph endowed with the power of changing the form of expression without altering the thought. It were well if the saying of Isocrates were written in letters of light above every alcove: "What has been said by one is not of equal value to him who repeats it; but he seems to be the most skillful who finds in a subject topics which have escaped the notice of others." Here is the truth in a nut-shell. Let a young man determine at the outset that he will not repeat what has once been uttered except as a quotation, but will give to the world his own thought tested and tried by an appeal to things, and what he has to say on any subject will command the attention of men. Servile devotion to the textbook; re-producing the thought of others; failure to experience the truth that is presented; these are the fatal rocks on which THE MERCURY. 67 many a promising career has been wrecked. There is, too, an ethical aspect of the case which must not be overlooked. No one has the moral right to ask another to spend time in read-ing or hearing what to him is old. Truth which concerns man is so illimitable in every direction and our knowledge of it so infinitesimal that he who repeats what is common to all is guilty of a grave wrong to his reader or hearer. This passion to know fully and at first hand, if it could be-come the dominant element in the college atmosphere, would transform college life. It would quickly bring men face to face with the mystery of things and take away the indolence, the trifling, the present tendency to follow the line of least resis-tance. The four years of effort would produce scholars whom the world would welcome and of whom the college could be proud. The spirit of the scholar can be acquired and cultivated and its possession means success, as its absence means failure, in all that is highest in life. COURTESY TO STRANGERS. H. S. DORNBERGKR, '06. A stranger,'no matter where he goes, is bound to receive a certain amount of courtesy. I will attempt to show in this essay that this amount of courtesy is increasing rather than decreasing. During all ages and especially the feudal age, every stranger was sure of receiving food and shelter if he stopped at any house or castle. This was due chiefly to the fact that hotels were not very common until our own age, nor did every village or hamlet have its hotel or inn as is now the case. Then as there were no newspapers until quite recently, a stranger was also received for the news he might bring. It might also be added that the number of travelers at that time cannot be com-pared with the number of the present time. At present this hospitality to strangers is not nearly so evi- '• J Uii. 68 THE MERCURY. dent as it was in former times. The chief cause of this is our modern hotel system. Everywhere one goes he will find some kind of a hotel, no matter what be the size of the place. It may also be stated here that travelers, in most cases, would much rather pay their hotel bills than trouble some one else with entertaining them during their sojourn in the locality. Even among friends one sees this. Very often a friend will come to your vicinity and, rather than bother you, will go to a hotel. Now let us consider whether a stranger would be welcomed did he ask for our hospitality. The ordinary beggar will serve as a good example of this. It is very difficult, indeed, for one to find a home where a beggar will not receive a good meal if he goes and asks for it. Who is so cold hearted that he would refuse anyone shelter from the'cold in winter or the rain in summer? Who would not offer his bed to a sick or wounded person at his door and strive to comfort the unfortu-nate being? In some countries a stranger was always regarded as an enemy unless he could prove himself a friend. In some in-stances it even went so far as to cause the person's death, could he not do this. As we come to more modern times this feel-ing of hostility toward strangers gradually diminished until it has passed entirely out of existence, except among semi-civi-lized peoples. Another example of the growth of courtesy toward strangers is the downfall of absolute monarchism and the rise of more democratic forms of government. This last example may be regarded as not exactly on the subject by some but as it con-sists of the regard of man for man, in my opinion it is after all nothing but courtesy. A still better example is the increase of the value of human life. At the dawn of history the life of a man was held less sacred than a mere dog's life is today. This brings up still another point. In former ages, capital punishment was the mode of exacting justice. Since that time the inflicting of capital punishment has been gradually modi- THE MERCURY. 69 fied from unspeakable tortures to the entire abandonment of this form of justice except in some few cases. The modern rules of etiquette require us to be courteous to strangers. We exert ourselves in every way to please them and try our best to make them feel at home. We even go so far as to deny ourselves comforts for their pleasure. We do not allow them to spend their money. We introduce them to our friends who try to outdo us in their courtesy toward these strangers. Take for example the visit of a noted person to a city or town. Arrangements for his reception are begun al-most as soon as the the news of his intended visit becomes known. Banquets and receptions are given in his honor. He is met at the railroad station by a committee and escorted to his stopping-place. He is cheered by the crowds that gather merely to get a glimpse of him. I believe that courtesy toward strangers is increasing rather than decreasing for we of the present day are just as hospitable toward strangers as were our brethern of former times; and I believe therefore that as the world becomes more civilized, mankind will become more courteous. da I In an up-to-datest tailor-made gown,U-pi-de-i-da The boys arc wild, and prex is, too, You never saw such a hulla-ba-loo. CHORUS. — U-pi-dee-i-dee-i-da 1 etc. Her voice is clear as a soaring lark's, And her wit Is like those trolley-car sparks I When 'cross a muddy street she flits. The boys all have conniption fits I The turn of her head turns all ours, too. There's always a strife to sit in her pew; 'Tis enough to make a parson drunk, To hear her sing old co-ca-che-lunk! The above, and three other NEW verses to U-PI-DEIi, '.'. and NEW WORDS, catchy, up-to-date, to manv fp others of the popular OLD FAMILIAR TUNES; be- ■■ ' JfflHf sides OLD FAVORITES ; and also many NEW SONGS. J*W uull S0NGS OF ALL THE COLLEGES. JjWJ Copyright, Pricei $rjo, postpaid. fa mm if IJLU HINDS & NOBLE, Publishers, New York City. ^ ft ft Schoolbooks of all publishers at one store. ff1' ■> Rupp Building, YORK, PENN'A. Watch for his Representative when he visits the College PATRONIZE OUR ADVERTISERS. Geo. E. Sparkler, PIANOS, ORGANS, MUSICAL MERCHANDISE MusiC Rooms, - York St. Telephone 181 GETTYSBURG C. B. KITZMILLE,R. DEALER IN HATS, CAPS, BOOTS AND DOUGLAS SHOE.S. McKnight Building, Baltimore St. Gettysburg, Pa. k M. AMrEMAN, Manufacturer's Agent and Jobber of Hardware, Oils, paints and (jueensware Gettysburg, Pa. THE ONLY JOBBING HOUSE IN ADAMS COUNTY W.F.Odori, ^DEALER IN^k- SPECIAL RATES TO CLUBS. mm* York Street, Gettysburg:, Pa. 1

The rapid growth in Islamic Finance Industry such as in Islamic banking, takaful, waqf, and sukuk gain more awareness and interest from around the world including Islamic countries and non-Islamic countries such as Singapore, South Korea, Japan, Europe, Australia, Brazil, and America Latin. Based on Islamic Financial Services Board (IFSB) and Ernst & Young Report in 2016 it stated that Islamic finance industry had reached a gross value USD 1.88 trillion in 2015. In addition, it also maintained double-digit growth rates despite sustained low energy prices, geopolitical conflicts and economic uncertainty. Meanwhile, Global Islamic Finance Report 2017 reported that in December 2016 global Islamic financial service industry stood at USD2.293 trillion. According to El-Qorchi (2005) that highlights there have three motivation of shifting to Islamic finance because strong demand for Shariah compliant products and services, demand from Gulf region or oil rich nation for Shariah compliant investment and lastly non-muslim investor also attracted with competitiveness of Shariah compliant products and services. Furthermore, there have numerous capital structure modern theories that have been developed since 1958 begin with MM Irrelevance Theory and continue with Trade-off Theory, Pecking Order Theory, Agency Theory and Market Timing Theory. As an example, trade-off theory is encouraging the firms to use debt financing rather than retained earnings and equity financing in order to utilise the tax deduction benefit from interest on debt financing. Each of this theory has different vi approach to manage and oversee the capital structure decision. Unfortunately, not all these theories explain adequately the effect of capital structure on corporate performance for Shariah compliant companies. Therefore, the question that can been arisen which is the most appropriate and suitable capital structure theory under Shariah principles? Firstly, this study intends to determine until to what extent the capital structure of Shariah compliant companies (SCC) can be different from Non Shariah compliant companies (NSCC). Many studies have been done on capital structure. However, most of the studies focused on the capital structure determinants, impacts of capital structure on financial performance, how the tax affected capital structure and short-term debt during financial crisis period. All of these past studies using financial institution, small and medium enterprises (SME) and public listed companies (PLC) as samples in their study. Nevertheless, there are few studies relate to the impact of capital structures on corporate performance during financial crisis. Shariah compliant companies presume to be more resilent during financial crisis based on their characteristic. However, there is no study on how SCC manages their capital structure during financial crisis period. Therefore, in order to fill the research gap, it is necessary to carry out a study on impact of capital structure on corporate performance during financial crisis by using SCC as sample. The main objective of this study is to investigate the impact of capital structure on corporate performance of SCC predominantly during financial crisis period. To the best of our knowledge, there is no such empirical study that has been conducted until nowadays. As information, Shariah compliant companies (SCC) are deemed to comply with Shariah principles, rules, values and restrictions when dealing with the financing activities. In order to ensure SCC comply with all the Shariah principles and free from prohibited elements such as interest (riba), gambling (masyar) and speculation (gharar), Shariah advisory board (SAC) are established to monitor the SCC's activities. Besides, before being listed in Islamic index all the firms must be complying with the qualitative and quantitative criteria for screening process that are set by the index provider. This study will take the sample from FTSE Shariah global index series, therefore under this index provider, Yasaar Ltd is an impartial consultancy and leading authority on handling Shariah matters including the screening process. Under quantitative screening, there have several financial vii benchmarks that the firms need to follow in order to acquire the shariah-compliant status. According to Haron and Ibrahim (2012) due to the benchmark that are set by index provider, it leads SCC to raise capital via equity financing. Empirically, firms that rely more on equity-based financing tend to be more resilient during financial crisis period. Gitman and Zutter (2012, p.508) defines the capital structure as "the mix of debt and equity maintained by the firm". Thus, the main concern is how the firm decision to optimize the capital structures by combining debt and equity financing. There have a number of previous studies that explored how the firms or financial managers determine the optimum capital structure to ensure they can maximize the firm's corporate performance. Based on the empirical results it shows that there has numerous factor that influenced the firms and financial manager in order to make the capital structure financing decision such as profitability, growth, size, tangibility, tax, leverage, liquidity, and industry. Meanwhile, this study will focus on some financial benchmarks in order to achieve the objective of this study. Such example this study uses corporate performance, debt to equity ratio, debt financing ratio (short-term debt ratio and long-term debt ratio), tangibility ratio, cash plus account receivables ratio, growth ratio, and size ratio. Corporate Performance In this study, two proxies will be used to measure the corporate performance of the firm. Firstly, this study decides to use profit before tax and zakat over total asset or it called pre-tax return on assets (Pre-tax ROA) to measure the firm's corporate performance. This ratio is to measures how the efficiency of the firm can earn on its investment in its assets. In other words, how the firm used its assets effectively to generate the income or profit from that assets. Like the previous study that have been used earnings before interest and tax (EBIT) over total assets and profit before interest and tax to measure the firm's corporate performance. Initially, this study intends to show the different significant impact to the firm's corporate performance if the firm paying taxes or zakat or both. It is due to the SCC has special taxes that are called 'zakat' under Shariah term and it viii has fixed-rate 2.5 percent from the net profit or income. However, until nowadays zakat still voluntary basis in most of the Muslim countries. Based on the sample in this study, Malaysia is the only country that implemented zakat system however it based on voluntary basis and none of the samples shows the zakat amount in their financial statement. The second proxy in this study for dependent variables that represents for firm's corporate performance is return on equity ratio (ROE) ratio. Based on the previous studies, there has been used net income after tax over total equity to measure the ROE in their studies. Therefore, this study also decides to use the same measurement as the prior studies. This ratio will measure by the firm's profitability using net profit after interest, tax and preference dividend divided by ordinary share capital plus reserves at the end of the financial year. ROE ratio is one of the main profitability ratios that concentrate on the firm's ordinary shareholders and compares the profit that has been earned and its capital. Some of the investors are using this ratio to measure the firm's ordinary shares desirability. Debt to Equity Ratio Some of the Islamic index provider set the financial benchmark that the total debt must be less than 33 percent from the total equity. Such an example, Dow Jones Global Islamic Index (DJIM) set the debt to equity ratio as one of their financial benchmarks. However, FTSE Global Equity Shariah Index does not include this benchmark under their screening process. Therefore, this study intends to use this benchmark to see whether there have significant differences between SCC and NSCC. This study decides to use total debt divided by total equity as a measurement of debt to equity ratio. It supported by other studies such as Margaritis and Psillaki (2010) and Memon et al., (2012) that also used the same measurement in their studies. This ratio is to evaluate a firm's financial leverage by measuring the degree of firm financing based on debt to equity or wholly-owned funds. In case if the company downturn, it measures the ability of the shareholder equity to cover all the debts in the firms. ix Debt Financing Under FTSE Global Equity Shariah Index quantitative screening, the debt ratio must be less than 33 percent of total assets. Due to this study's objective to determine the impact of capital structure on corporate performance during financial crisis, therefore the debt ratio divided into two categories, which are short-term debt financing and long-term debt financing. Based on Fosberg (2013) conducted a study on public listed companies in US and found that short-term debt financing increased from 1.3 percent in 2006 to 2.2 percent in 2008 which represent $34 million increase due to the financial crisis that are happened in 2008. It supported by numerous studies (see Brealey et al., 2008; Almeida et al., 2011; Federal Reserve, 2012; Fosberg, 2013) that during the stock market collapsed in 2008, the borrowing power of firms becomes fewer than before due to the credit supply was limited. Therefore, firms intend using more STD financing during financial difficulties. Hassan and Samour (2016) added that it highlighted that capital structure financing decision were impact during financial crisis period. Cheema et.al (2017) and Shahar and Shahar (2015) found that SCC using long-term debt (LTD) financing more than short-term debt (STD) financing. It might be due to the restriction for limited interest and risk sharing under Shariah guidelines. However, for NSCC, they are using more STD in order to meet the working capital requirement. On the other hand study by Sahudin, Ismail, Sulaiman, Rahman, and Jaafar (2019) found that SCC using more STD financing compared to LTD financing. STD financing is more widely used compared to LTD financing by the SCC in Malaysia because the majority of Islamic debt instruments issued short-term debt rather than long-term debt (Aggarwal & Yousef, 2000). This also supports agency theory whereby it justifies the function of STD financing as a mechanism to control the debt and mitigate the agency problem. Therefore, this study intends to examine the significant differences in financing patterns particularly before, during and after the financial crisis period. x Tangibility Ratio Tangibility assets become more popular as a measurement for bank viability after the financial crisis occurred. Bank viability means the bank's judgment on the ability of the firms to meet ongoing financial obligation with the additional investment and financing such as from the banks and investors. One of the reasons because tangible assets are liquid compared to intangible assets. It supported by Charalambakis and Garrett (2012) that stated tangible assets are the main point in explaining the capital structure within the firms. As a result, tangible assets have a higher value in the market and even if firms have financial problem or going to bankrupt, the firms can easily and quickly in selling their tangible assets. Scott (1977) and Titman and Wessels (1988) stated that less profitable firm intends to have a high value of tangible assets and the firms will use tangible assets as collateral in order to get more debt financing. Therefore, any firm that has higher tangibility ratio will issue more debt financing. This is in line with trade-off theory that highlight, firms need to enjoy the advantage of tax with issuing more debt financing while having more profit to the firm. Ahmad and Azhar (2015) added that this would give assistance to the firms that have default in their debt to use the tangible asset to avoid being bankrupcy. Cash plus Account Receivables Ratio Most of the previous studies used the liquidity ratio in order to measure the firm's ability to meet the short-term financial obligation. Even Thabet and Hanefah (2014) found in their study that liquidity were one of the factors that have the impact on the corporate performance to the firm. This ratio is important to ensure the firms have cut limit for total cash and account receivables in one time in order to avoid excess or lack of cash in the firms. In addition, it also to reduce the agency cost. To the best of our knowledge, this is the first study that examines the impact on total cash plus account receivables over total assets (CashAR) to the corporate performance. This variable is chosen as an independent variable for this study due to the characteristics for SCC must be following and passed the benchmark in order to be listed in the Islamic index. Farooq xi and Alahkam (2016) also mentioned that the Islamic financial system was more stable and resilient because of the economy based on Islamic guidelines. Growth Ratio This study decides to use the different amount of this year sales minus last year sales divided by this year sales as a proxy of firm growth ratio. It is supported by prior studies (Salim and Yadav, 2012; Bundala, 2012; Proença et al., 2014; Cheema et al., 2017) that are also used the same measurement for growth ratio in their studies. According to Titman & Wessel (1988) and Rajan & Zingales (1995) shows that the firms with high future growth turns out to be used less leverage in the financing decision. It is because the firm will shift from debt financing to equity financing. In addition, growth ratio are influence by the profitability of the firm. This study will be focused on selected countries from Southeast Asia, which are Malaysia, Indonesia, Vietnam, Singapore, and Thailand. The selection sample is justified that Southeast Asia is the most progressive region in the Islamic capital market in the Asia region (Yakcop, 2002). Initially, this study has identified 595 samples of Public Listed Companies under industrial sector in Southeast Asia. Nevertheless, 114 samples have been excluded due to the several reasons such as incomplete financial statement and change of accounting year during the period of study. Thus, the final samples selected are 197 PLC from Shariah-compliant companies and 284 PLC from Non-shariah compliant companies. All the sample are collecting through DataStream that is published by Thomson Reuter Eikon. This study gathers all the financial statements such as balance sheet, income statement and cash flow statement in order to achieve the objective of this study. The unique for this study, the data is analyzed using Python Pandas programming software. This is the first study using Python Pandas to analyze the impact of capital structure on corporate performance during the financial crisis. As information, Pandas are the software library written for the Python programming language for data manipulation and analysis. Undoubtedly, Pandas offer data structures and operations for manipulating numerical tables and time series. Therefore, the first step to do to analyze the data by creating the coding system that is xii required for this study. In order to accomplish the objective in this study, the regression equations have been developed as follows: 1. Y (Pretax ROA) = β0 + β1D/Eit + β2Tangit + β3STDit + β4LTDit + β5CASH/ARit + β6GRWit + β7SIZEit + β8(X) + ε 2. Y (ROE) = β0 + β1D/Eit + β2Tangit + β3STDit + β4LTDit + β5CASH/ARit + β6GRWit + β7SIZEit + β8(X) + ε Whereby: Pre-tax ROA = Return on asset before tax ratio ROE = Return on equity ratio D/E = Debt to equity ratio STD = Short term debt ratio LTD = Long term debt ratio TANG = Tangibility ratio CASHAR = Cash plus account receivable ratio GRW = Growth ratio SIZE = Size ratio ε = Error term X = dummy variable 0: Non-Shariah Compliant Companies (NSCC) 1: Shariah Compliant Companies (SCC) The analysis begins with the multicollinearity test and the purpose of this test to ensure there is no problem of multicollinearity among the variables. Based on the result, none of the tolerances value is less than 0.2 and none of the Variance Inflation Factor (VIF) is greater than 10. As a result, it found that there is no multicollinearity problem in this study. The analyses continue with the descriptive statistic analysis that found the corporate performance of Shariah compliant companies (SCC) is higher than Non Shariah compliant companies (NSCC) during the financial crisis and after the financial crisis for both proxies, pre-tax return on assets (Pre-tax ROA) and return on equity (ROE). However, for independent variables those are debt to equity ratio, short-term debt ratio, long-term debt ratio, cash plus account receivables ratio shows that SCC has lower ratio through out the periods which are before, during and after financial crisis. These results have been expected due to the benchmarks that are set xiii by index providers during the quantitative (financial) screening process. Furthermore, SCC requirements to follow all the time the benchmark in order to be listed in Shariah index and maintain as shariah status. Due to this reason, we can observe that SCC always has a lower leverage ratio compare to NSCC. In addition, firms that have lower ratio are better because high leverage ratio or debt financing ratio contributes to the high risk of solvency and instability of the firms. Tangibility ratio for SCC is higher than NSCC before, during and after the financial crisis period. This ratio becomes more important after the financial crisis period. It is because it uses as a measurement for bank viability and indicate the firm's collateral level. Therefore, SCC with a higher tangibility ratio can issue more debt financing. It becomes more secure in case of bankruptcy; the firm can sales its tangible assets in order to pay their debt financing. Cash plus account receivables ratio is lower than NSCC before, during and after financial crisis period. Even though high liquidity can attract more lender and manager to make investment easily however there have high risk of bankruptcy and high risk of non-payment. Besides, the lower liquidity can contribute to the lower agency problem. Growth ratio shows before and during financial crisis period NSCC have higher ratio than SCC. However, after financial crisis period, SCC demonstrates higher ratio than NSCC. It indicates that SCC's growth better after financial crisis period. In addition, it proved that SCC gets more attention from the investor after financial crisis period. The second major finding are from multiple regression analysis based on pre tax ROA as the first proxy for corporate performance. It found that all the independent variables are significant except for debt to equity ratio before the financial crisis period. However, during the financial crisis period, only long-term debt ratios not significant and after the financial crisis period both short-term debt and long-term debt do not significant. Shariah-compliant companies only have a significant level after the financial crisis period. The impact of capital structure on corporate performance, pre-tax ROA for SCC is 1.6617 times higher than NSCC after financial crisis period. xiv Second proxy of corporate performance is a return on equity (ROE). All the independent variables are significant with the ROE except for debt to equity ratio and cash plus account receivable ratio before the financial crisis period, while long-term debt ratio during and after the financial crisis period. SCC significantly with ROE before the financial crisis and it shows that the impact of capital structure on SCC for corporate performance, ROE is -2.9264 times lower than NSCC. However, after the financial crisis period, the impact of capital structure on corporate performance, ROE for SCC is 4.3171 times higher than NSCC. The findings in this study posed an important implications for academicians, researchers, regulatory bodies as well as the management of the firms particularly Shariah compliant and non-shariah compliant companies, as they pave for further exploration. It offers knowledge to the regulatory bodies and related government agencies to come out with the guidelines and framework regarding shariah compliant status. Therefore, in order to set up with the new regulations and guidelines, these agencies need to understand the needed of investors and the characteristics of SCC itself in order to develop new guidelines to attract more investors. Such cases in Malaysia, the government give incentive to the new shariah compliant companies with five years tax exemption. Other, in UK and France they have amended their tax structure to compatible with Islamic finance guidelines. There have several limitations encountered in conducting this study. This study did not take into consideration the effects of the Asian financial crisis because there have different impact between the countries due to the different level of development in the financial market, the policies of the government and the sensitivity of that country to external incidents. In addition, due to this was the cross country study, therefore the differences are expected due to difference law system and regulation, bureaucracy, dissimilar costs and benefits that the companies face in each country. These limitations have paved the way to future research. Therefore, in the future it hopes to take consideration for these limitations in order to fill the research gap in this area ; slami finans özellikle son zamanlarda, İslami bankacılık, tekaful, vakıf ve sukuk gibi bir çok alanda hızlı bir büyüme göstermektedir. İslami finans İslam ülkelerinin yanında, Singapur, Güney Kore, Japonya, Avrupa, Avustralya, Brezilya ve Amerika Latin gibi İslami olmayan ülkeleri de kapsayacak şekilde dünyanın dört bir yanından, gittikçe daha fazla farkındalık ve ilgi kazanmaktadır. İslami Finansal Hizmetler Kurulu (IFHK) ve 2016'da Ernst & Young raporuna dayanarak, İslami finans sektörünün 2015 yılına kadar brüt 1,88 trilyon ABD doları değerine ulaştığını belirttimektedir. Üstelik bu sektörün büyüme hızı, düşük enerji fiyatlarının sürmesine, jeopolitik çatışmalara ve ekonomik belirsizliğe rağmen, çift haneli büyüme oranlarını korumuştur. Örneğin, 2017 yılına ait Küresel İslami Finans Raporunda, Aralık 2016'da küresel İslami finansal hizmet sektörünün 2,293 trilyon ABD doları bulduğu raporlanmıştır. El-Qorchi'ye (2005) göre İslami finansa geçiş konusunda üç motivasyon bulunduğu vurgulamaktadır: Şeriat uyumlu ürün ve hizmetlere yönelik güçlü talep, Körfez bölgesindeki petrol zengini uluslardan gelen Şeriat uyumlu yatırım için talep ve ve son olarak Şeriat uyumlu ürün ve hizmetlerin rekabet gücünden etkilenen gayrimüslim yatırımcıların ilgisi. Ayrıca, 1958'den bu yana geliştirilen ve MM Teorisi ile başlayan ve Takas Teorisi (Trade-Off Theory), Finansman Hiyerarşisi Kuramı (Pecking Order Theory), Vekâlet Maliyeti Teorisi (Agency Theory) ve Piyasa Zamanlama Teorisi (Market xvi Timing Theory) ile devam eden çok sayıda sermaye yapısı teorisi vardır. Örnek olarak Takas teorisi, firmaları borcun faizinden faydalanmak için birikmiş karlar ve özkaynak finansmanı yerine, borç finansmanı kullanmaya teşvik etmektedir. Bu teorilerinin her birinin sermaye yapısı kararını yönetmek ve denetlemek için farklı bir yaklaşımı vardır. Bu çalışmanın temel amacı, finansal kriz döneminde sermaye yapısının kurumsal performans üzerindeki etkisini incelemektir. İlk olarak, bu çalışma Şeriat uyumlu şirketlerin (ŞUŞ) sermaye yapısının Şeriat uyumlu olmayan şirketlerden (ŞUOŞ) ne kadar farklı olabileceğini belirlemeyi amaçlamaktadır. Sermaye yapısı üzerinde çok sayıda çalışma yapılmıştır. Bununla birlikte, çalışmaların çoğu sermaye yapısı belirleyicileri, sermaye yapısının finansal performans üzerindeki etkileri, verginin finansal yapıdaki sermaye yapısını ve kısa vadeli borçları nasıl etkilediğine odaklanmıştır. Bu geçmiş çalışmalarda örneklem olarak, finansal kurumlar, küçük ve orta ölçekli işletmeler ve halka açık şirketler kullanmaktadır. Ancak Şeriate Uygun Şirketlerin sermaye yapıları ve sermaye yapısının finansal performans üzerindeki etkisi konusunda az sayıda çalışma vardır. Özellikle ŞUŞ'lerin sermaye yapıları göz önünde bulundurulduğunda, bu şirketlerin kriz döneminde daha avantajlı olmaları beklenmektedir. Ancak ŞUŞ'lerin finansal yapılarının, fiannsal kriz döneminde onlar için nasıl bir avantaj sağladığı bugüne kadar bir araştırma konusu yapılmamıştır. Bu nedenle, araştırma boşluğunu doldurmak için, ŞUŞ'lerin örnek olarak kullanıldığı, finansal kriz sırasında sermaye yapısının finansal performans üzerindekini araştıran bir çalışma yapılması gerektirmektedir. Bildiğimiz kadarıyla, bugüne kadar yapılmış böyle bir ampirik çalışma yoktur. Şeriat uyumlu şirketler (ŞUŞ), finansman faaliyetlerini yürütürken Şeriat ilkelerine, kurallarına, değerlerine ve kısıtlamalarına uymaktadır. ŞUŞ'in tüm Şeriat ilkelerine uyması, ayrıca riba, masyar ve gharar gibi yasaklanmış unsurlardan arındırılmasını sağlamak için, Şeriat Danışma Kurulu (ŞDK) ŞUŞ'lerin faaliyetlerini izlemek üzere kurulur. Bunlara ek olarak İslami endekste listelenmeden önce, tüm şirketler, endeks sağlayıcısı tarafından belirlenen tarama süreci için nitel ve nicel kriterlere uymalıdır. Bu çalışmada kullanılan örneklem, FTSE şeriat küresel sermaye endeksinde yer alan şirketlerden oluşturulmuştur. Bu endeks sağlayıcısı altında, xvii tarama süreci de dahil olmak üzere Şeriat konularının ele alınmasında Yasaar Ltd. tarafsız bir danışmanlık ve lider otorite olarak kabul edilmektedir. Şirketlerin Şeriat uyumlu statüsünü elde edebilmesi için, nicel tarama başlığı altında, uyması gereken bir dizi finansal kriterler de vardır. Haron ve Ibrahim'e (2012) göre, endeks sağlayıcı tarafından belirlenen kriter nedeniyle, ŞUŞ'ler sermaye arttrırımı yoluyla finansmanı tercih etmek durumunda kalmaktadır. Ampirik olarak, özkaynağa dayalı finansmana daha fazla ağırlık veren firmalar, finansal krizler sırasında daha dirençli olma eğilimindedir. Gitman ve Zutter (2012, s.508) sermaye yapısını "firma tarafından tutulan borç ve özkaynak karışımı" olarak tanımlar. Bu tanım doğrultusunda asıl amaç, borç ve özkaynak finansmanını çeşitli bileşimleri ile sermaye yapılarının nasıl optimum hale getirileceğidir. Ayrıca, sermaye yapıları aslında borç sahiplerini borç sahipleri olarak, özkaynakları ise hissedarlar veya hissedarlar olarak temsil etmektedir. O halde ortaya çıkan soru, şeriat ilkeleri uyarınca en uygun sermaye yapısı teorisi hangisidir? Firmaların veya finansal yöneticilerin, şirket performansını en üst düzeye çıkarabilmelerini sağlamak için optimum sermaye yapısını nasıl belirlediğine dair daha önce yapılmış çok sayıda çalışma vardır. Ampirik sonuçlar, kârlılık, büyüme, büyüklük, maddi varlık, vergi, kaldıraç, likidite ve sanayi gibi finansman kararını vermek için firmayı ve finans yöneticisini etkileyen çok sayıda faktöre sahip olduğunu göstermektedir. Bu arada, bu çalışmada, çalışmanın amacına ulaşmak için bazı finansal ölçütlere odaklanılacaktır. Bu örnekte, bu çalışmada kurumsal performans, borç / özsermaye oranı, borç finansman oranı, maddi duranlık oranı, nakit artı hesap alacakları oranı, büyüme oranı ve büyüklük oranı kullanılmıştır. Kurumsal Performans Bu çalışmada, kurumsal performansı ölçmek için iki bağımlı değişken kullanılmıştır. Şirketin kurumsal performansını ölçmek için il olarak vergi ve/veya zekat öncesi karın toplam varlığa olan oranıyla elde edilen ve varlıkların vergi öncesi getirisi (Vergi Öncesi Varlık Getirisi- Pre-tax Return of Asset) denilmektedir. Bu oran, işletmenin varlıklarına yaptığı yatırımdan elde ettiği getiri ile işletmenin xviii etkinliğini ölçer. Diğer bir deyişle, işletmenin varlıklarını gelir veya kârı elde etmek içine ne kadar etkin kullandığını gösterir. Önceki çalışmalarda olduğu gibi şirketin finansal performansını ölçmek için toplam aktifler üzerinden faiz ve vergi öncesi kazanç (faiz ve vergi öncesi kâr) kullanılmıştır. Öncellikle, bu çalışma, şirketin vergi veya zekat veya her ikisini birden ödemesi durumunda, işletmenin kurumsal performansının bundan önemli derecede etkilendiğini göstermeyi amaçlamaktadır. ŞUŞ'lerin Şeriat yönergelerine göre 'zekat' olarak adlandırılan, kâr veya gelirden yüzde 2,5 sabit oranda ödenen özel vergilere tabidir. Ancak, günümüze kadar zekat Müslüman ülkelerin çoğunda hala gönüllü olarak kullanılmaktadır. Bu çalışmadaki örneklem ile ilgili olarak, zekat sistemini uygulayan tek ülke Malezya'dır. Ancak burada da gönüllülük temeline dayanmaktadır ve örneklemdeki şirketlerin hiçbiri mali tablolarında zekat miktarını göstermemektedir. Bu çalışmada, firmanın kurumsal performansını temsil eden ikinci bağımlı değişken, özkaynak karlılığı (ÖKK) oranıdır (Return Of Equity-ROE). Önceki çalışmalara dayanarak, çalışmalarında ÖKK'nı ölçmek için vergi sonrası toplam özsermaye üzerinden net kar kullanılmıştır. Bu nedenle, bu çalışma daha önceki çalışmalarla aynı ölçümü kullanmaya karar verilmiştir. Bu oran, faiz, vergi ve imtiyazlı temettü sonrası net karın kullanılması suretiyle şirketin kârlılığına göre hesaplanır. ÖKK oranı, firmanın olağan hissedarlarına odaklanan ve kazanılan kar ile sermayelerini karşılaştıran ana karlılık oranlarından biridir. Bazı yatırımcılar bu oranı firmanın adi hisse senedinin cazibesini ölçmek için kullanmaktadır. Borç / Varl k Ora Bazı İslami Finans Endeksleri, örneğin Dow Jones Küresel İslam Endeksi (DJIM) tarafından yapılan nicel gözetimde, finansal kriterlerden biri özkaynak oranıdır. Toplam borç, toplam özkaynağa göre % 33'ten az olmalıdır. Bununla birlikte, bu çalışmanda kullanılan 'FTSE Global Equity Shariah Index' serisi bu oranın gözetim sürecine dahil etmemektedir. Bundan dolayı, bu çalışmada, ŞUŞ'ler ve ŞUOŞ'ler arasında önemli farklılıklar olup olmadığını genel olarak görmek için, bu oranın kullanılmasına karar verilmiştir. Toplam borcun toplam özkaynağa bölünmesiyle bulunan özkaynak oranını, bağımsız bir değişken olarak çalışmada yer xix almıştır. Margaritis ve Psillaki (2010) ve Memon ve diğerleri, (2012) gibi diğer bazı çalışmalar özkaynak oranı için, aynı ölçümü kullanmışlardır. Bu oran, borç / özkaynak veya tamamen sahip olunan fonlara dayalı şirket finansman derecesini ölçerek, bir şirketin finansal kaldıracını değerlendirmektir. Bu gösterge, şirketin bir finansal sorun yaşaması halinde, özkaynakların şirketteki tüm borçları karşılama kabiliyetini ölçer. Borç Fi a s a FTSE Global Equity Shariah Index nicel gözetimi kapsamında borç oranı, toplam varlıkların yüzde 33'ünden az olmalıdır. Bu çalışmanın amacı nedeniyle, finansal kriz sırasında etkisini daha ayrıntılı görmek amacıyla, borç oranı ikiye ayrılmıştır. Nitekim Fosberg (2013), ABD'de borsada işlem gören şirketler üzerinde bir çalışma yürütmüş ve kısa vadeli borç finansmanının 2006'da yüzde 1,3'ten 2008'de yüzde 2,2'ye yükseldiğini ve bunun 2008'de meydana gelen finansal kriz nedeniyle 34 milyon dolarlık bir artışı temsil ettiğini bulmuştur. 2008 yılında borsada çöktüğünde, kredi arzının sınırlı olmasından dolayı, şirketlerin borçlanma gücünün daha önce olduğundan daha zayıf hale geldiği sayısız çalışma ile desteklenmiştir (bakınız Brealey ve ark., 2008; Almeida ve ark., 2011; Federal Rezerv, 2012; Fosberg, 2013). Bu nedenle, firmalar finansal zorluklar sırasında KVYK finansmanını daha çok kullandılar. Hassan ve Samour (2016) sermaye yapısı finansman kararının finansal kriz sırasında etkili olduğunu açıkça belirtmişlerdir. Cheema ve arkadaşları (2017) ve Shahar ve Shahar (2015), ŞUŞ'lerin uzun vadeli borç finansmanını kısa vadeli borç finansmanından daha fazla kullandığını bulmuşlardır. Bunun nedeni, Şeriat yönergelerine göre sınırlı ilgi ve risk paylaşımının kısıtlanması olabilir. Bununla birlikte, ŞUOŞ'ler, işletme sermayesi ihtiyacını karşılamak için daha fazla KVYK kullanmaktadır. Ancak Sahudin, Ismail, Sulaiman, Rahman ve Jaafar (2019) tarafından yapılan çalışma, ŞUŞ'lerin UVYK'a kıyasla daha fazla KVYK kullandığını buldurmuştur. Malezya'daki ŞUŞ'ler uzun vadeli borcuna kıyasla daha yaygın olarak kısa vadeli borç kullanılmaktadır, çünkü İslami borçlanma araçlarının çoğu uzun xx vadeli borçtan ziyade kısa vadelidir (Aggarwal ve Yousef, 2000). Bu aynı zamanda, kısa vadeli borç fonksiyonunun, borcu kontrol etme ve acente sorununu azaltma mekanizması olarak haklı kıldığı kurum teorisini de destekler. Bu nedenle, bu çalışma özellikle finansal kriz öncesinde, sırasında ve sonrasında finansman modellerindeki önemli farklılıkları incelemeyi de amaçlamaktadır. Maddi Varl k Ora Maddi duran varlıklar, bankaların finansal krizden sonra işletmelerin yaşayabilirliğini ölçtükleri için daha popüler hale gelmektedir. Bunun nedeni maddi duran varlıkların maddi olmayan duran varlıklara göre daha fazla likidit olmasıdır. Charalambakis ve Garrett (2012) maddi duran varlıkların firma içindeki sermaye yapısını açıklamada ana nokta olduğunu belirtmiştir. Sonuç olarak, maddi duran varlıklar piyasada daha yüksek değere sahiptir ve firmalar finansal problemleri olsa veya iflas ederse bile, firmalar maddi varlıklarını kolayca ve hızlı bir şekilde satabilmektedirler. Scott (1977) ve Titman ve Wessels (1988), daha az kârlı firmanın maddi duran varlıkların yüksek değerine sahip olma eğiliminde olduğunu ve firmaların maddi duran varlıklarını daha fazla borç almak veya daha fazla borç almak için teminat olarak kullandıklarını belirtmiştir. Bu nedenle, daha yüksek somutluğu olan herhangi bir firma daha fazla borç alacaktır. Bu işletmenin daha fazla borç finansmanı sağlayarak verginin avantajından faydalanması gerektiğini vurgulayan değiş tokuş teorisine uygun şekilde, işletmenin daha fazla kâr elde etmesini sağlar. Ahmad ve Azhar (2015) bunun borcunda temerrüde düşüren işletmelere, iflastan kaçınmak için bu maddi varlığı kullanmaları için bir seçenek oluturduğunu eklediler. Naki e Alacak Topla Ora Önceki çalışmaların çoğu, işletmelerin kısa vadeli finansal yükümlülüğünü yerine getirme kabiliyetini ölçmek için likidite oranını kullanmıştır. Thabet ve Hanefah (2014) da çalışmalarında likiditenin işletmelerin kurumsal performansı üzerinde etkili olan faktörlerden biri olduğunu bulmuşlardır. xxi Bu oran, işletmenin aşırı nakit veya nakit eksikliğinden kaçınmak için, nakit ve alacakları için bir limit belirlemek açısından önemlidir. Buna ek olarak, temsil maliyetini de düşürmektedir. Bildiğimiz kadarıyla bu çalışmamızda, nakit ve alacaklar toplamı, toplam varlıklar içindeki yerinin (CashAR) kurumsal performansa etkisini inceleyen ilk çalışmadır. Bu değişken, ŞUŞ için İslami endekste listelenmesi için yerine getirmesi gereken bir ölçüt olduğu için, bu çalışmada bağımsız bir değişken olarak seçilmiştir. Farooq ve Alahkam (2016), İslami esaslara dayanan ekonomi nedeniyle, İslami finansal sistemin daha istikrarlı ve dayanıklı olduğunu çalışmalarıyla desteklemişlerdir. Büyüme Ora Bu çalışmada, cari yılki satış eksi geçmiş yılki satışların cari yılki satışlara bölünmesi, işletme büyüme oranının bir göstergesi olarak kullanılmıştır. Çalışmalarında büyüme oranı için aynı ölçümü kullanan önceki çalışmalar (Salim ve Yadav, 2012; Bundala, 2012; Proença ve diğerleri, 2014; Cheema ve diğerleri, 2017) bulunmaktadır. Titman & Wessel'e (1988) ve Rajan & Zingales'e (1995) göre, gelecekteki büyümesi yüksek olan firmaların finansman kararlarında daha az kaldıraç kullanıldığını göstermektedir. Çünkü firma borç finansman yerine özkaynakla finansmanı tercih edecektir. Ayrıca, büyüme firmanın karlılığını etkileyecektir. Bu çalışma Güneydoğu Asya'dan Malezya, Endonezya, Vietnam, Singapur ve Tayland gibi seçilmiş ülkelere odaklanacaktır. Örneklem seçimi, Güneydoğu Asya bölgesindeki İslami sermaye piyasasının en ilerici bölgelerini içermektedir (Yakcop, 2002). Bu çalışmanın başlangıcında, Güneydoğu Asya'da sanayi sektörü altındaki Halka Açık Şirketlerden 595 örnek tespit edilmiştir. Bununla birlikte, tamamlanmamış finansal tablolar ve hesap dönemi boyunca muhasebe yılı değişikliği gibi çeşitli nedenlerden dolayı 114 şirket, örneklemden çıkarılmıştır. Bu nedenle, seçilen son örnekler ŞUŞ'lerden 197 ve ŞUOŞ'lerden 284 halka açık şirketten meydana gelmektedir. Tüm örnekler, Thomson Reuter Eikon tarafından yayınlanan DataStream aracılığıyla toplanmıştır. Bu çalışma, amacına ulaşmak için bilanço, gelir tablosu ve nakit akım tablosu gibi tüm finansal tabloları bir araya getirmektedir. Bu çalışmada veriler, Python Pandas yazılımı kullanılarak analiz edilmiştir. Bu, sermaye yapısının xxii finansal kriz sırasında kurumsal performans üzerindeki etkisini analiz etmek için Python Pandas'ın kullanıldığı ilk çalışmadır. Pandas veri işleme ve analiz için Python programlama dili için yazılan yazılım kütüphanesidir. Pandas sayısal tabloları ve zaman serilerini değiştirmek için veri yapıları ve işlemler sunar. Bu nedenle, bu çalışma için gerekli olan kodlama sistemini oluşturmak, verileri analiz etmek için ilk adım olarak gerçekleştirilmiştir. Bu çalışmada amacına ulaşmak için regresyon denklemleri aşağıdaki gibi geliştirilmiştir: 1. Y (Pretax ROA) = β0 + β1D/Eit + β2Tangit + β3STDit + β4LTDit + β5CASH/ARit + β6GRWit + β7BOYUTit + β8(X) + ε 2. Y (ROE) = β0 + β1D/Eit + β2Tangit + β3STDit + β4LTDit + β5CASH/ARit + β6GRWit + β7BOYUTit + β8(X) + ε Vasıtasıyla: Pre-tax ROA = Vergi oranından önce varlığın getirisi ROE = Özkaynak karlılığı D/E = Borç / Özkaynak oranı STD = Kısa vadeli borç oranı LTD = Uzun vadeli borç oranı TANG = Maddi varlık oranı CASHAR = Nakit artı alacak oranı GRW = Büyüme oranı BOYUT = Boyut oranı ε = Hata terimi X = kukla değişken 0: Şeriat Uyumlu Olmayan Şirketler (ŞUOŞ) 1: Şeriat Uyumlu Şirketler (ŞUŞ) xxiii Analiz, çoklu doğrusallık testi ile başlar ve bu testin amacı, değişkenler arasında çoklu doğrusallık sorunu bulunmadığından emin olmaktır. Sonuçlara göre, tolerans değerlerinin hiçbiri 0,2'den az ve hiçbir Varyans Enflasyon Faktörü (VIF) 10'dan büyük değildir. Bu nedenle, bu çalışma için çoklu bağlantı sorunu yoktur denilebilir. Analizlere, tanımlayıcı istatistik analizleri ile devam edilmiştir. Şeriat uyumlu şirketlerin (ŞUŞ) kurumsal performansının mali kriz sırasında ve her iki bağımlı değişken için de, vergi öncesi varlık karlılığı (vergi öncesi AK) ve özkaynak kârlılığı (ÖKK), finansal krizden sonra şeriat uyumlu olmayan şirketlerde (ŞUOŞ) daha yüksek olduğu tespit edilmiştir. Ancak bağımsız değişkenler, borç / özkaynak oranı için kısa vadeli borç oranı, uzun vadeli borç oranı, nakit artı hesap alacakları hesap oranı, SCC'nin finansal öncesi, sırasında ve sonrasındaki tüm dönemler için daha düşük bir orana sahip olduğunu göstermektedir. Bu sonuçlar, niceliksel tarama işlemi sırasında endeks sağlayıcı tarafından belirlenen koşullar nedeniyle beklenen bir durumdur. Ayrıca Şeriat endeksinde yer almak ve Şeriat statüsü kazanmak için bir ŞUŞ'in, her zaman söz konusu koşulların yerine getirildiği takip etmesi gerekir. Bu nedenle, ŞUŞ'lerin ŞUOŞ'lere kıyasla her zaman daha düşük kaldıraç oranına sahip olduğunu gözlemleyebiliriz. Bu oranların düşük olması daha iyidir, çünkü yüksek kaldıraç oranı veya borç finansman oranı, şirketin ödeme gücü ve istikrarsızlık riskini arttırabilir. ŞUŞ için maddi varlık oranı finansal kriz öncesinde, sırasında ve sonrasında ŞUOŞ'lerden daha yüksektir. Bu oran mali kriz döneminden sonra, daha da önem kazanmaktadır. Çünkü, bankalar şirketin yaşama yeteneği için bu oranı dikkate alırlar ve şirketin teminat seviyesinin göstergesidir. Bu nedenle, daha yüksek maddi varlık oranına sahip ŞUŞ'e daha fazla borç verebilir. İflas durumunda daha güvenli hale gelir, şirketler, borçlarını ödemek için maddi duran varlıklarını satabilir. Toplam nakit ve alacak oranı, finansal kriz öncesinde, sırasında ve sonrasında ŞUOŞ'den daha düşüktür. Her ne kadar yüksek likidite ile daha fazla kredi hacmine ulaşmayı ve yöneticilerin yatırım yapmasını kolaylaşsa da, bu durum yüksek bir iflas riskini ve yüksek ödeme yapmama riskini beraberinde getirir. Ek olarak, düşük likidite temsil sorununun artmaması açısından bir avantaj sağlar. xxiv Öncesinde ve mali kriz döneminde ŞUOŞ'lerin ŞUŞ'lerden daha yüksek bir büyüme oranına sahip olduğunu göstermektedir. Ancak, mali kriz döneminden sonra ŞUŞ'ler, ŞUOŞ'lerden daha yüksek bir büyüme oranına sahiptir. Finansal kriz döneminden sonra ŞUŞ'lerin daha iyi büyüdüğünü göstermektedir. Ayrıca, finansal kriz döneminden sonra ŞUŞ'lerin yatırımcıdan daha fazla ilgi gördüğü kanıtlanmıştır. Kurumsal performans için ilk bağımlı değişken olarak, vergi öncesi AK'na dayalı çoklu regresyon analizinden elde edilen ikinci önemli bulgu, finansal kriz döneminden önceki borç / özkaynak oranı hariç tüm bağımsız değişkenlerin istatistiksel olarak önemli olduğunu ortaya koymuştur. Ancak finansal kriz döneminde sadece uzun vadeli borç oranları anlamlı değildir ve finansal kriz döneminden sonra hem kısa vadeli borç hem de uzun vadeli borç değişkenleri istatistiksel olarak önemli değildir. Şeriat uyumlu şirketler ancak finansal kriz döneminden sonra önemli bir seviyeye sahiptir. Sermaye yapısının vergi öncesi AK için ŞUŞ üzerindeki etkisi, finansal kriz döneminden sonra ŞUOŞ'lerden 1,6617 kat daha yüksektir. Kurumsal performansın ikinci bağımlı değişkeni ÖKK'dır. Finansal kriz döneminden önce borç / özsermaye oranı ve nakit artı hesap alacak oranı hariç, finansal kriz dönemi içinde ve sonrasında uzun vadeli borç oranı hariç tüm bağımsız değişkenler ÖKK açısından istatistiksel olarak önemlidir. Finansal krizden önce ÖKK ile ŞUŞ önemli ölçüde artmakta ve sermaye yapısının ÖKK için ŞUŞ üzerindeki etkisinin finansal kriz döneminden önce ŞUOŞ'lerden -2.9264 kat daha düşük olduğunu göstermektedir. Ancak, finansal kriz döneminden sonra, sermaye yapısının ÖKK için ŞUŞ üzerindeki etkisi ŞUOŞ'lerden 4.3171 kat daha fazladır. Bu çalışmada elde edilen bulgular, akademisyenler, araştırmacılar, düzenleyici kurumlar ve özellikle ŞUŞ ve ŞUOŞ gibi şirketlerin yönetimi için daha fazla araştırma yapmalarının gerektiğini sonucunu doğurmuştur. Bu çalışma düzenleyici kurumlara ve ilgili devlet kurumlarına, şeriat uyumlu statüye ilişkin yönergeler ve çerçeve çıkarmaları rehber olabilir. Bu nedenle, yeni düzenleme ve kılavuz ilkeler oluşturmak için, bu kurumların daha fazla yatırımcı çekmek için yeni kılavuzlar geliştirmek amacıyla yatırımcıların ihtiyaçlarını ve ŞUŞ'lerin özelliklerini anlamaları gerekmektedir. Malezya'da hükümet beş yıl vergi muafiyeti ile yeni xxv ŞUŞ'lere teşvik vermektedir. Ayrıca, İngiltere ve Fransa'da ŞUŞ'ler de dahil olmak üzere İslami finans sektörü için vergi yapılarını değiştirdiler. Bu çalışmanın yürütülmesinde bazı sınırlamalar bulunmaktadır. Bu çalışmada, finansal piyasadaki farklı düzeylerde gelişme, hükümet politikaları ve o ülkenin dış olaylara duyarlılığı nedeniyle Asya'daki finansal krizin ülke genelinde farklı olduğu göz önünde bulundurulmamıştır. Buna ek olarak, ülkeler arası bu çapraz çalışma nedeniyle, farklı hukuk sistemleri ve düzenlemeleri, bürokrasi, şirketlerin her ülkede karşılaştığı farklı maliyetler ve faydalar nedeniyle farklılıklar beklenmektedir. Bu sınırlamalar gelecekteki araştırmaların yolunu açmaktadır. Dolayısıyla, gelecekte sermaye yapısı alanındaki araştırma boşluğunu doldurmak için bu sınırlamaları dikkate alınmalıdır

Robert Wade on Zombie Ideas, Being inside the World
Bank, and the Death of Ethics in Economics after the Marginal Revolution







The global
economy is at the core of some of the main issues in contemporary International
Relations. But how do we understand the global economy and what impact does
that have on how we deal with the power politics around it? A fault line seems
to have emerged between those who take economic theory seriously and those who
denounce it for being part of the problem. Informed by his training as an
anthropologist, Robert H. Wade—professor at the LSE—takes a different tack: he
bases his engagement with the way in which Adam Smith has been appropriated to
advocate for a dominant view of 'free markets' on real-world economics and in-depth
accounts of insiders. In this Talk,
Wade—among others—discusses experimentation in international economic
regimes, why the International Financial Institutions don't fight economic
crises, and the powers and perils of being inside the World Bank.




Print version of this Talk (pdf)




What is,
according to you, the biggest challenge / principal debate in current
International Relations? What is your position or answer to this challenge / in
this debate?



If we'd reframe
your question as being more broadly about global studies, I think that one of
the really fundamental questions is how and why it is that the precepts of neoliberalism
have penetrated into every nook and cranny of Western societies, and have
penetrated to a very large extent many non-Western countries.



This has
happened especially, but not only, through the agency of the IMF and the World
bank, which have imbued these neoliberal principles; through the mechanism of
graduate education: children of the elites in developing countries go out to
American, British, other Western universities, and they learn that this is
'true' economics, or 'true' IPE, or 'true' Political Science, and then they
come back and implement these same principles and make them a reality back
home. But across the globe, this even holds for the Nordic countries. In
Iceland and other Nordic countries, from the 1980s, networks of people sharing
a belief in neo-liberal precepts, began to form and sort of place each other in
key positions within the state, and in politics, and built a momentum in this
direction. These precepts have become understood as just natural, as in
Margaret Thatcher's 'there is no alternative'.



I live in the
UK, and the great bulk of the British public really does believe that the
government is just like a household writ large, and the same rules of budgeting
that apply to the household should apply to the state. That when times are
tough the household has to tighten its belt, cut back on spending, and it is
only fair that the government does the same, and if the government does not, if
the government runs a deficit in hard times, then the government is being
irresponsible. And this is a completely mistaken and pre-Keynesian idea, but it
is a 'zombie idea'—that is, however much arguments and evidence may be mounted
against it, it just keeps coming up and up and up, and governments come to
power riding on this zombie idea and a flotilla of related ideas.



The persistence
of this zombie idea is all the more amazing as we just had a global financial
crisis in 2007/8, which would prompt a rethinking of these ideas. But these
neoliberal precepts have been, if anything, more strongly reinforced. In
previous hard times—and obviously the 1930s depression is the exemplary
case—there has been a stronger move towards, what you could call, social
democratic precepts. But not this time! Indeed, even after the crisis, the
whole of the European Union with 500 million people is even more thoroughly structured
on the basis of these ideas. I am thinking of what is popularly known as the Fiscal Compact signed by the EU Member States in 2012, which commits all governments
to balance budgets all the time—that is, first, the structural deficit may not
rise above 0.5 percent of GDP. Second, the public debt may not rise above 60
percent of GDP. Third, automatic financial sanctions are levied on governments
that exceed these two thresholds. Fourth, the whole procedure is supervised by
the European Commission, and this is presented as in the name of sound
budgeting. This package is presented as justified by the proposition that
government is a household writ large. The most elementary principles of
Keynesian macroeconomics show why this is not simply mistaken, but a disaster,
and will keep generating recessionary pressures. It is sold as a kind of excuse
for avoiding to put in place the essential conditions for the monetary union,
namely, a common budget and a sizable transfer mechanism to the regions just as
exists in the United States. But they do not want to do that, but still they
call this agreement 'cooperation', which is all about not cooperation, but
about writing these dictates around this zombie idea written into the very
basic architecture of the EU. Beyond EU politics, it materializes all the way
down to, I don't know, the function of the privatization of the Post Office, it
goes all the way down to the sort of capillaries of how universities are run,
and the incentive systems that have placed upon academics, and there is very
little pushback. The one reason, why I am almost completely delighted about
Jeremy Corbyn's election as the leader of the Labour party, is that this is one
small case of where there seems to be some concerted pushback against these
zombie ideas. The point being that the established Labour party basically
bought into this whole set of neo-liberal ideas. It combined maintaining the
overall structure of inequality in society with more emphasis on providing some
help to the poor, but they had to be hardworking poor.



Yet, one knows
that there can be dramatic changes in the prevailing zeitgeist of norms. One
knows that there can be big changes in the space of a few decades and the
question is can one imagine a scenario in which they might be a big change in
norms back to a more kind of social-democratic direction. So where will this
take place? Because of technological change in the labor market, there is a
real big crisis of employment with many middle-class jobs cut out and
polarization in the labor market. This might then induce a political movement
to have a much bigger change in income distribution than anybody with power is
now talking about. Talk of re-distribution these days is really almost entirely
around redistribution through the state, but the point I would make is that if
there is to be any significant reduction of inequality, especially inequality
at the top, there has to be more attention to changes in market-income
distribution.



Let me explain. The
share of profits in national income has been going up and the share of labor
income has been going down. So we should harness the shareholder structure of
the market to affect a more equal income distribution by enabling a much wider
section of the population to buy into the profit share. At the moment the
profit share goes to senior executives and equity holders, but equity holders
are highly concentrating at the top of the income and wealth distribution. If
equity earners could be spread much more equally, then a much wider section of the
population would get income, while they sleep so to speak. We could institute
something like trusts, whose members could be the employees of a company, the
customers, the neighbors of the company, and the trust would borrow on capital
markets and take out insurance against the repayment of the lending of loan and
then it would buy shares, it would use that borrowed money to buy shares in the
company, and the company would pay out dividends on the shares and then that
dividend income coming out of profits would be distributed to the members of
the trust. That would be a way of getting the rising share of profits in
national income distributed out to the population at large. I particularly like
this metaphor of "earning income while you sleep", since at the moment it is
only the rich people, who are earning income while they sleep. Somehow that facility
of earning income while you sleep has to be made much more widely and available—by
using the market against itself, so to speak.





How did you arrive at where
you currently are in your thinking about International Relations?



I suppose the starting point was really this; my
father was a New Zealand diplomat, so we moved quite often. By that time I was
twelve my parents were posted to Colombo, Ceylon as it was called then. After
having lived just in Western countries, I suddenly encountered at this very
formative age Colombo and Sri Lanka. I was just amazed by that experience; by
the color, the taste, the exoticness, but I was also very struck by how the
many boys at the same age as me, were walking around with no shoes. I particular
remember this boy carrying a baby on his shoulder, the baby looked half-dead
and covered in scabs, and I think it was then I got the idea of just how
unequal the world was. Then at university I studied economics, but I also
visited my parents in Kuala Lumpur, Malaysia and I got another sense of that
great disparity in wealth and living standards. At this time I had come across
Adam Smith and the wealth of nations question and that helped to encapsulate or
to crystalize my interests. So I wanted to go the Institute of Development
Studies in Sussex and  got enrolled for a
PhD in economics, but en route I spent several weeks in India and during that
time I began to dwell upon just how boring and how useless everything I studied
under the name of microeconomics. I kept thinking of these dreadfully dry
textbooks of marginal cost curves and marginal revenue curves and utility function
and difference curves etc., which I had forced myself to sit exams in. By this
time I had done a little bit of fieldwork, living on Pitcairn Island in the
middle of the Pacific.



When I got back to Sussex after fieldwork I announced
that I wished to not do a PhD in economics, but to do one in anthropology
thinking all the time, that this would actually be more use for understanding
why for example India, where I had been, was so very poor. So that's what I did:
a PhD in anthropology… In some ways I regard that as having been a mistake,
because the sort of mainstream of anthropology is very far away from the Adam
Smith questions. Having done the degree in anthropology, pretty soon I began to
change direction and pay much more attention to the state, to the state
bureaucracy. I went to India and I studied the Irrigation Department and other
related departments. I went to South Korea and I studied state irrigation
agencies and I went to Taiwan and I studied the state more broadly. So I was
kind of moving up from my Italian village, moving kind of up the scale in terms
of state agencies and then the state as a whole.



Then I went to work for the World Bank in the 1980s and
my main reason for doing that was not to do the research the World Bank wanted
me to do, but rather to study the World Bank from the inside as fieldwork. If
in some ways switching to anthropology was a mistake, in other ways it was not,
because I approached those kind of Wealth-of-Nations-questions in a way very
different from how economists approached them. For example when I went to
Taiwan and studied the trade regime, the first thing I did was to go and talk
to people who operated through the trade regime, whereas I noticed that the
published works by economists celebrating Taiwan's free trade regime was based
on what the rules said and what certain government officials told them was the
case. They had never actually talked to
people who traded through the trade regime. If they would have, they would
have learned about all the covert controls that went on such that there was
quite a distinction between the liberal face of the trade regime and the
reality of the trade regime. The reality was that the government was managing
trade in line with industrial policy, but the government absolutely did not
want the world to know that. So all this was kept hidden and I was really
regarded as rather unwelcome visitor—and in fact to this day my book Governing the Market (1990, read the
introduction here) is not well
received in Taiwan. It says the government of Taiwan did a good job of managing
the market, but they want the world to believe that Taiwan is a free trade
country. So that is the kind of intellectual trajectory that I have been on.



So I think that the value of the anthropology PhD was
that it really taught me, in practical terms, the meaning of the
anthropological maxim, which is 'soaking and poking'. To put it another way—I
love this—anthropologists are social scientists, who believe that the plural of
anecdote is evidence. And indeed I place a lot of weight on anecdotes, on
gossip, on the stories people tell, whereas economists would be much happier
reducing, let us say, South Korea's trade regime to one data point in a matrix,
and then compare that data point with, let us say, Malaysia's data point to see
how the trade regimes are correlated with growth, or something like that, and
that is really not my interest.





What would a student need to
become a specialist in IR or understand the world in a global way?



Despite what I've just said, I do think that a graduate
training in economics is very useful, provided one does not believe it. And that is really
difficult, because the socialization pressures are intense: if you do not say
the right things—which are neoliberal type things on the whole—then you will
likely not get a high grade. But I have noticed that economists tend to know
how to think, how to make arguments,
they tend to understand the idea of causality, and that may seem an astonishing
thing to say on my part, because it implies that students coming from other
disciplines are often weak in understanding the very basic ideas of causality,
but that is my experience. I had many students coming from, who knows, IR or
Political Science or Sociology or Anthropology, who clearly do not have much
idea of causality; they can describe things, but they find thinking in terms of
cause and effect, in terms of independent and dependent variables, in terms of
left and right side, they just find it difficult. So I do think that there is a
lot to be said for studying economics, and mastering the maths, provided that
the critical facility is not lost. That is point number one.



Point number two is that I think that there is a huge
premium on doing fieldwork, and the field work maybe in developing countries,
but when I say field work, I don't just mean going out to villages, going out
to see poor people 'over there'. I am talking of fieldwork inside bureaucracies:
to try and understand the culture, the incentive systems that people are
working under—fieldwork at home so to speak, in the countries one comes from. From
the students' point of view, it is clearly much easier to sit in the LSE
library to do the research. So in my marking I give quite a premium to a
student actually doing fieldwork, going out and interviewing, and having the
experience of writing up and interpreting the interviews and somehow fitting it
back into a larger argument—but really few students actually do that, and I
think that that is a real, real big mistake. Mind you, the same risk holds for fieldwork in economics as it does for
studying economics: I encourage students to work for (do fieldwork in,
experience) the World Bank; and several have—but to the best of my knowledge
almost none of them has kept their critical perspective. They really come to
buy into it.





The relations between states are settled
either through diplomacy or warfare. Why would we have to focus on economics to
understand IR?



Because economics—such as
for example balances of payment, surpluses and deficits—set the constraints and
incentives on countries in terms of their relationships with each other. A great
deal of diplomacy is driven by economic pressures: diplomacy to get other
countries to for example open their markets, or to cut deals with countries—'if
you do this, we will do that'—deals that may relate to areas that are rather
different, for instance if you buy more of these of our exports, we will help
you fight such and such country, because the manufactures are in my
constituency.



So, in a way, the way you
framed the question is part of the reason why I react against the discipline of
IR: because it tends to treat diplomacy, war, and so on, as somehow rather
separate from economic pressures, and I see these economic pressures as very
powerful drivers of both of the other two things. As another example, one of
the drivers of the Syrian conflict was that there was an acute drought (like
Weizman observed in Theory Talk #69, red), which meant that many people
were rendered destitute; rural areas flooded into the cities, and the Assad
regime just was—understandably—unable to cope; and large numbers of young men,
concentrated in cities, rootless and with no jobs, just were recruiting fodder for
the Wahhabi sect. I have always thought of economics—not so much as in the
making choices in conditions of scarcity, that is sort of Lionel Robin's definition—in the sense of Alfred Marshal, about how people make a
living, as a very fundamental driver of a lot of what happens in International
Relations.





Pikkety recently published Capital in the
21st Century, causing quite the stir. But why would inequality
between people matter for IR?



Let me comment by invoking
a very contemporary exhibit—the migration crisis in Europe now. Maybe a decade
ago I looked at the figures and if you took the
average income of the EU-15 prior to latest extensions and then expressed the
average income of countries outside of the EU—including sub-Sahara Africa—as a
percentage, then there was a really dramatic falling away of income levels
relative to the EU, in countries all around the EU and whether you took market
exchange rates or purchasing power parity. If you went round to sub-Sahara
Africa and took the average, it was more like two percent in market exchange rates
and seven percent in purchasing power parity; and the 'problem' is that there
is certainly here a rather thin slither of sea between Africa and the promised
land of Europe and to the east there are these great open planes, where armies
can go up and down to the speed of light, so to speak, but people can also move
pretty quickly across these planes.



So all one has to do—and this
might just be only a bit of an exaggeration—if one is on the poor end of this
poverty pyramid is hop across the border and you have a chance at least of
getting a very appreciable increase in living conditions and income, with which
you can then get savings to remit back to home. So the migrations pressures are
just huge. So that is one reason for linking inequality to issues in International
Relations—really fundamental issues, and very very difficult to dissolve.





You've done anthropological fieldwork inside
the World Bank—an institution drawing a lot of criticism from its detractors in
IR. Can you shed some kind of light about what kind of 'animal' the World Bank
is?



First of all, let me say
that at the micro-level—the level of the people you know and the people I know
inside the World Bank—I agree that there are people doing a lot of good work.
But if you look at the organization more generally—the World Bank and also the
IMF—they are clearly instruments mainly of US foreign policy—and any number of
US senators, members of the House, have basically said that. When they are
defending the International Financial Institutions (they often criticize them),
they do so by saying they are important for US foreign policy. And you have to
look at the governance structures to see how it is that the US in particular—but
Western states more generally—have from the beginning, through the very Articles
of Agreement, created a structure which locks in their power, and has made it
very difficult for other countries (including Japan) to significantly increase their
shareholdings. The US has kept the presidency of the Bank and the much less
recognized Number Two position of the IMF, and has used these positions to have
a very strong influence.



Just to illustrate what the
Bank and the Fund do: at the time of the East-Asian crisis—specifically the
Korean crisis in 1997-1998—the IMF mission was in Seoul. The negotiations were
in a hotel there. David Lipton from the US Treasury (and a former student of
Larry Summers who was by then Deputy Secretary) was just down the corridor of
where the negotiations took place, and every so often the IMF people would walk
out of the negotiations and consult with David Lipton, then come back in and—as
Paul Blustein reports in his book called The Chastening—often said
something rather different from what they had been saying before they consulted
with David Lipton.



Just to take another
example, the US being able to appoint the president of the Bank—to appoint a
person known personally to the Treasury Secretary or to the Secretary of the
State, or both—is really of great value: when there is a 'trustful relationship'—or
a relationship of dependency, the president being dependent on those who
appointed him in the Administration—it is possible for those people in the Administration,
or people close to them, to just ring up the president of the Bank, and talk in
a very informal, confidential, trustful way about what is happening in Latin
America, or what is happening in the Middle East, and what the US thinks the
Bank should or should not be doing in those places. Larry Summers appointed a
protégé of his to one of the regional development banks, and this person—who is
very senior in the bank—told me that Larry would frequently ring him, while he
is being driven home in the evening from the Treasury, just to have a chat
about how things were going in her region, and to pass on suggestions about
what the Bank should be doing there, and to get intelligence from her about
what was happening in the region, and so on. The point is that, making these
personal connections is of immense value, but at the same time, the US
Congress, in particular, is very much against having a big Bank against allowing
a capital increase for the World Bank—so that the bank could, as it should be
doing, increase its lending for infrastructure investment ten times. It is just
a complete scandal how little the Bank has been lending for the past 20 years
or more for infrastructure, for roads and power stations and so on. The US does
not want the Bank providing socialistic competition with the private sector: it
says these things are for the private sector to do, and the Bank has to take
care of poverty, because the private sector is not interested in poverty.



So the US wants to keep the
presidency of the Bank, it wants to keep, secondly, its unique veto right on
the big decisions, such as decisions on whether to increase the capital base—but
provided those two things are met it does not care that much about the Bank. In
the case of the Fund, the US is also very powerful, but of course the Europeans
have a bit more relative power. Right now I think the world is in an even more dangerous
sort if financial condition than might appear, because the IMF is acutely short
of secure or guaranteed lending resources, so if there is to be another round
of crisis—as I think is entirely likely within the next five years—the Fund
depends upon borrowing short-term from member countries, like on six months
terms, but member countries can say 'no', and that means that the Fund's
ability to fight crises is quite constrained. The Fund should implement what
was agreed in 2010 by all the member countries represented on the board of the
IMF: to roughly double the quote of the guaranteed lending resources, that is,
resources the countries actually hand over to the Fund, over which they
actually give up country control. All the relevant capitals ratified it with
one exception—the US—because Congress refused because the individual barons,
who are not under that much party discipline, each said to the Treasury: 'look,
the question of the IMF is of zero significance to my electorate, so if you
want my vote on the IMF, you have to give me things that I want like projects
in my constituency and so on'. The Treasury added up the demands of the people,
whose vote had to be won, and it considered those demands were just way, way,
way over the top. As long as a Democrat is in the presidency, while the House
is controlled by Republicans the world is sort of held hostage to this. Beyond
this example, this actually entails a structural problem: the US blocking or
producing a gridlock in international organizations, because the Congress is
hostile to international organizations, because Congress sees it to imply a
loss of US sovereignty. The only way to end this gridlock is to end the US veto
in the Fund and the Bank, but the problem is that the US can veto any measures.



One response of the big
developing countries is to create bypass organizations—such as the Asian
Infrastructure Investment Banks, such as the new Development Bank, such as the
Contingent Reserve arrangement the BRICs have established, and then a growing
number of sort of regional development banks. And I think that that is a good
thing, but it does raise questions about coordination, about who is looking
after, if you will, the global interests, global issues such as climate change.
In short, we need a genuine World Bank, rather than the American-Bank-in-the-World
we have today.



You engage thoroughly with economics and
economic theory. Now there seem to be two kinds of critical approaches to
economics in IPE: one criticizes its rationality as flawed, and another buys
into its rationality but attempts to point out where actual policy gets it
wrong. Where do you stand in this?



If you take the example of
how the EU attempted to impose fiscal rules on Greece, you see a notion of
rationality which draws upon these very primitive notions that I referred to
right at the beginning, where the government is just a household writ large,
and the same set of rules that apply to the budgeting of the household must
apply to the government as well. Here, the assumption is that any macroeconomic
proposition must have microeconomic foundations, that it must be derivable from
propositions about microeconomic agents acting in this sort of self-maximizing
way, and if you cannot derive macroeconomic propositions from those micro
foundations, then there is something unreliable, un-rigorous about your macroeconomics.
So what are then the sources of these micro-economic assumptions?



This leads us to one
fundamental and almost completely unaddressed weaknesses of economics can be
traced back to the Marginal Revolution in the late 19th
century. From that moment onwards, there has been an attempt to model economics
on physics, and that was very explicit on the part of people like Pareto and
Walras, and Jevons, early Marginalist thinkers. They even drew up tables with
terms of physics, like velocity, on one side, and then corresponding terms in
economics on the other. That had a huge benefit in terms of the 'science' of
economics, because it cut economics loose from Adam Smith's and other classical
economists' preoccupations with issues of morality and ethics. Adam Smith
thought his most important book was not the Wealth of Nations but his Theory of Moral Sentiments, on which he was working,
revising yet again, when he died. For Smith, economics and morals were never
separate worlds, but intimately related. So for him, the Theory of Moral
Sentiments and the Wealth of Nations were just twins. The point
about the marginalist revolution, and the embrace of physics as the model, was
that it cut economics free of all that sort of subjective stuff about values. So
economics after the marginalist revolution set off with the assumption that not
production, but the movement of individuals in markets engaged in trading with
each other became the center of gravity of economics. Making the study of exchange
rather than the study of production central was analogous to, say, Boyle's Law
in physics. Boyle's Law in physics explained the
movement of molecules in gasses, as a function of the pressure applied to the
gas. So why did they make that analogy?



The point of likening of
individuals in microeconomic actions with molecules in gasses was the
following. Everybody knows that we do not apply any consideration of
ethics or moral sentiments to the movement of the molecules in gas, so neither should
we apply any notions of ethics or moral sentiments to the movements of
individuals in market exchanges. And that was the way that all considerations
of ethics, of morality were just removed from economics. I for instance asked the
question to well-known American growth theorist, as we were walking down the
street in Providence at Brown University: 'is it moral for people to freeride?'
And he said, 'yes of course, provided they do not break the law'. So ethics and
questions of morality have been almost completely expunged from economics in a
way that would horrify classical economists including Smith; and a particular idea
of rationality has been an important part of cleansing economics from those
moral considerations. George DeMartino, editor of the Oxford Handbook of
Professional Economics Ethics which just appeared has a wonderful phrase to
capture this—'econogenic harm': the harm built into the way that economics,
professional economists work.





Haven't specific fields, like development
economics—a field you engage with yourself—advanced to overcome these
weaknesses in economic theory?



Let me root my answer again
in observations about the linkages between theory and practice, for it is in
practice that economic theory really does its work and its politics becomes
visible. It always amazes me we have had a development industry in place for
roughly the past 70 years with vast numbers of people, organizations, money all
orchestrated underneath this umbrella of development; yet if you go back and
read what the early writers about development and economic growth said—I am
thinking of people like Paul Rosenstein-Rodan, Myrdal, Hirschman, Prebisch, but also Moses Abramovitz. If you go back and look
at what they were saying, it seems to me that we have not advanced all that
much. Sure, we have advanced a lot in terms of econometric techniques, but in
terms of substance we have not. One conclusion I draw from that is that it is
really important that international regimes—for example, World Bank and IMF
loan conditions, but also WTO regimes—give room for experimentation, because it
is really not the case that 'there is no alternative'. This Washington
Consensus agenda has clearly not been effective in accelerating production,
upgrading it, and production diversification, or export upgrading, or export
diversification. So, there should be written into the regimes a lot of room for
experimentation. But this isn't there because of the political origin of these
regimes; because of what western countries want for the rest world, namely, to
open the rest of the world to their markets.



In the 80s there were a lot
of experts in industrial development in the World Bank and they did good work,
promoting industrial growth and investment in productive infrastructure. But
then Anne Krueger came in as chief economist, and brought in a whole lot of
people with her—who, like here, were arch-neoliberals. The industrial growth
people were invited to find employment elsewhere, or to rebrand themselves as
experts in who knows what, environmental assessment, primary education, or good
governance. There was no room for them. This also fitted well with some bad
experiences the Bank had had with investing in infrastructure. It had gotten
into a lot of trouble with large-scale infrastructural interventions such as
roads and dams and the like from, especially, US NGOs mobilizing Congress—which
then put pressure on the Treasury and so on. My lament throughout this whole
conversation has been that we seem to have become just locked into this
direction that was set in the 1980s, and it is very difficult to see what kind
of economic catastrophe would be necessary to give a sufficient shock to
reroute the global system of economic governance.



So after the 1980s, the
Bank sort of backed off and began saying that development, economic
development, was about poverty reduction—the slogan of the Bank became, 'our
dream is a world free of poverty'. You can understand that shift partly in
terms of pulling out of the concern with production to get into safe territory,
but also because poverty reduction seemed to sort of take care of inequality,
because you reduced inequality to poverty—to the poor 'over there', and we can
feel good about helping them; but we do not want talk about inequality, which
involves us, because then there is the question of justice of our income.



But then the most recent
turn is that we're seeing a renewed push for infrastructure in the World Bank
and western development agencies. I think that you can link this recent
infrastructure push to uncertainty about the sources of economic growth. In the
West there is a real question about sustaining economic growth without housing
bubbles and stock market bubbles—in other words, without endogenously building
financial instability. There may well be a similar sort of issue in terms of
the growth of developing countries.





Last question. Adam Smith seems to be
constantly present in your work as a critical interlocutor. How come?



I kind of engage in a
critical debate with Adam Smith, but especially with people today, who believe
his ideas. I often start to frame arguments in terms of his famous 40 word
summary of the causes of the relative wealth of nations, which he actually
wrote in 1755, which is to say long before the first edition of the Wealth
of Nations. I will just tell you what these 40 words say, and then I will
tell you the significance of them. He said:



'Little else is
requisite to carry a state to the highest degree
of opulence from the lowest
barbarism than peace, easy taxes, and tolerable
administration of justice; all the rest being
brought about by the natural course of things.'



So I am struck by how today
many economists say or imply that this is essentially right; you need some
qualifications of course, but essentially that is the nub of it. You might have
to translate peace, easy taxes, tolerable administration of justice into more
modern terms, but that is the essence of it. For example, Gregory
Mankiw—Professor of economics at Harvard, former chair of the National Council
of Economic Advisers during the Bush administration, and author of a very
popular textbook in economics—said in the Wall Street Journal in 2006: Adam Smith was right to
say that – and then he gave the 40 word quote. The renowned economists Timothy
Besley and Torsten Persson wrote Pillars of Prosperity, which also
begins with Smith's 40 words, and they even see the book as a kind of
elaboration, but in that same kind of spirit, of Smith's basic idea. So my
point is that these ideas are still current; they are still the sort of front
of a lot of neoliberal thinking. I am just astonished these ideas all these
centuries later remain so powerful. I have had at the back of my mind the idea
of organizing an international competition to provide a contemporary 40 word
statement, which is sort of equivalent to Smith's, which would obviously have
to be of a more global character, encompassing the globalized world economy.







Robert Hunter Wade worked at the Institute of
Development Studies, Sussex, 1972-95, World Bank, 1984-88, Princeton Woodrow
Wilson School 1989/90, MIT Sloan School 1992, Brown University 1996-2000.
Fellow of Institute for Advanced Study, Princeton 1992/93, Russell Sage
Foundation 1997/98, Institute for Advanced Study, Berlin 2000/01. Fieldwork in
Pitcairn Is., Italy, India, Korea, Taiwan. Research on World Bank
1995-continuing. Author of Irrigation and Politics in South Korea (1982), Village
Republics: The Economic Conditions of Collective Action in India (1988,
1994), Governing the Market: Economic Theory and the Role of Government
in East Asia's Industrialization (1990, 2003). Latter won American
Political Science Association's award of Best Book in Political Economy, 1992.



Related links





Faculty profile at LSE
Read Wade's The Piketty
phenomenon and the future of inequality (2014, real-world economics review)
here (pdf) 
Read Wade's Capitalism
and Democracy at Cross-Purposes (2013, Challenge) here (pdf) 
Read Wade's Rethinking
Industrial Policy for Low Income Countries (2007 ADB Conference paper) here
(pdf) 
Read Wade's Bringing the
State Back In (2005, IPG) here (pdf) 
Read Wade's Is
Globalization Reducing Poverty and Inequality? (2004, World Development)
here (pdf) 
Read Wade's Creating
Capitalisms (Introduction to 2003 book 'Governing the Market') here (pdf) 


Print version of this Talk (pdf)

Part one of an interview with Anna Mazzaferro. Topics include: Anna's grandparents lived in Italy. Her father moved to the United States around 1910, settled in Fitchburg, and joined the military in 1917. How her parents met. The work her father did. Her father's death from a brain tumor in 1947. How life changed for her mother after her father died. The importance of family meals. The food Anna's family would prepared and can with produce from the garden. The chickens her father kept. Neighborhood blackouts during World War II. What life was like during World War II. The importance of education to Anna's parents. Anna went to college after her children were grown. Memories of Fitchburg from her childhood. The band she played in. Her father's bocce games on Sunday afternoons. How Anna learned to drive and how she got her first car. The trip she took to Italy in 1998. Her mother's relatives in the United States. What her mother was like. Her father built the Marconi Club Hall in Fitchburg. Social clubs and the community created by parishes. The values Anna grew up with and how she carries on traditions. The family newsletters she writes. ; 1 LINDA: I can never remember the date. ANNA: It's the middle of November already. LINDA: I know. It's amazing. So this is Linda [Rosenwan] with the Center for Italian Culture. It's Wednesday, November 14th, we're with Anna Mazzaferro at 575 West Street in Leominster. This is actually her second interview. The first interview unfortunately didn't come through. There was a corrupted smartcard. So good morning, Anna. ANNA: Good morning, Linda. LINDA: So, we're going to try not to reinvent the second interview and just make believe this is the first one. So if I ask you the same questions, don't wonder, don't wonder why obviously. ANNA: Okay. LINDA: So I believe that you'd like to start with your grandparents. Is that true? ANNA: My grandparents never came to America, they were in Italy. And I have most of the information about my grandparents from my cousin who was living in Rome. She tells me how my grandfather, Alphonso [Guglielmi] was a great mason and bricklayer and a builder of homes. She tells me he built a little palace in Rome. The family, my sisters and I visited this area of um Italy, which is Pina Santovani in Lemarca, the province of Lemarca. And we saw the homes that were built in 1902 and 1913 that the family used out there. The homes were still standing; they're stone homes and they have -- the keystone has the dates on it, so this is how we can remember the dates that the houses were built. Now, my father and his father worked on the 1902 home, but my father had left for America in 1910 or 1911, so he never saw the 1913 home that his father and his brothers built. And from what my cousin tells me, they traveled a great deal between Pina Santovani and Rome to do construction work. Also my, my grandfather did other work like making olive oil. 2 They would go to Rome, make olive oil, and bring it back to Pina Santovani to sell. They did a lot of trading at that time. This was 1900 up to 1910 that my father was involved with. After that it was my grandfather and my uncles. So my father came to America in 1910, 1911, and that date is the date we think he came because going back to my grandfather, he kept a journal. Every day he would say, "Today I went to such a place," "Today my son Dario did this," "Today we bought shoes for Oreste." And he kept this journal. In 1910 there were no more entries pertaining to my father, so they felt that this was when he left for America. LINDA: It's strange that that wasn't an entry. ANNA: I know. I know. I haven't seen that part of the journal, and maybe it's there and maybe pages have torn out; it's a very old one. But in 1918, the journals relating to my father appear again, and they say that they received money from America that my father had sent back to his family. So this was of course during the First World War, and my father… LINDA: Did your father join the service? ANNA: Yes, my father was here in 1910 or 1911. He became a United States citizen, and he entered the war in October of 1917. I have a copy of the newspaper article that it said the second 40 depart from Fort Devens. And the 40 I think refer to a 40 percent. I think each area had to send a certain percentage of the males to Devens, and Fitchburg sent their second 40 percent, and the picture was in the newspaper. My father of course is the most handsome man in that picture. But how we happened to find that newspaper, my husband Aldo was at a meeting at the City Hall in Fitchburg, and at that time in the waiting room the walls were being painted, and all the framed pictures from the wall were on the floor. And waiting for his turn my husband saw this newspaper that was framed on the floor. He picked it up and started reading it, and the date was October 8, 1917. And he's looking down the 3 list of about 40 or 50 names that were in that picture, and he comes across the name Oreste Guglielmi. So he knew that my father's picture was in that newspaper. And I did go up to the City Hall and ask for a copy of it so that I could make copies of that, and I have one now. So it's quite a nice… LINDA: A nice treasure, yeah. ANNA: A treasure, a great remembrance. LINDA: Now, getting back to your grandfather, how many children were there in the family? ANNA: Five children, I believe there were four boys -- there were six, two girls and four boys. Some of them died in infancy. LINDA: Four girls and… ANNA: Four boys and two girls. LINDA: Okay. Now, was your father the only one… ANNA: He was the oldest. He was the oldest boy in the family. LINDA: Now, did he ever have contact with his brothers and sisters again? ANNA: Yes, he would always write to them, but he never got back to see them. In 1917, 1918 when he was sent to France, from what my cousin tells me, he requested permission to go to Italy, and apparently it was not granted. He never went back to Italy. LINDA: And they never followed him? ANNA: Well, one of the journal entries from my grandfather's journal said that he prepared passports for himself, his wife, and the children. The whole family was to come to America. But shortly after that my grandfather became ill, then my grandmother became ill, and they never came. They both died. LINDA: Now, do you remember any stories that your father may have told you about Italy? ANNA: My father died in 1947, and we were quite young. We really didn't get into too many stories about Italy. But he said he had come because the streets of the United States were supposed to be paved in gold and there 4 wasn't much work other than their own construction, and they felt that he could do better if he came to Italy. And he was to come and see how it is and then fly back. I do have some of the letters that my father wrote to his parents when he got back from the war in the 1920s. When he was married, he would send money to them. In fact some of the entries in my grandfather's book show that in 1920 he would send over 10,000 lira to Italy. And at one point in April of 1920, he sent back to ask his parents to get a marriage certificate that he had married in the United States, and I guess they wanted it recorded in the church out there where he was born. So that's in my grandfather's journal. LINDA: Interesting. Now, how did your father meet your mother? ANNA: My father came and boarded on Third Street. The Lily family had a boarding house. Apparently there were other young men that had come from Italy, and they came from the area that the Lily family had come, and they knew that there was a boarding house here in Fitchburg, and they did board with them. Now, when my mother came, which was in 1919 -- I recall her saying that she landed in New York on Labor Day, September 1919. Her brother was here already, was married, and lived on Second Street in Fitchburg. And my mother came from New York to Fitchburg and lived with her brother and his family, and I'm sure there because Second Street and Third Street were only a block away, my father and mother met. And they were married in April of 1920. So my mother was here about six months, six or seven months before she married. LINDA: Seems unusual that your father was here about nine years, eight to nine years, although he spent a few years, I guess… ANNA: In the war, right. LINDA: Yes. So what kind of jobs did your father have?5 ANNA: He had construction work. He was an artist in building fireplaces, chimneys, brick homes, stucco work, plastering, and he was very much in demand. Many contractors would call and ask my father to work for them; and as far as I can remember he worked just about every single day, except Sundays, of course. But it was always beautiful work. And as children, during summer vacation if he worked in any area that was within walking distance we would carry his lunch to him at noontime, and we would sit with him and have a sandwich while he ate his lunch. They would have a half an hour for a break at noontime, and my mother would make sure that we were there by twelve o'clock so he got time to eat his lunch. He was a wonderful man; I have great memories of my father, and my mother, but especially my father. I seemed to be closer to him probably because I was the middle daughter. The oldest one, my sister, who's only a year and a half older than I am, but she helped my mother more. And my other two sisters were twins, and they were probably two or three years younger than I, and they were always considered younger. So I was the middle one, and I was the boy of the family more or less. LINDA: Now, did he ever teach you anything about laying brick? ANNA: No. No, I never did any of that work. LINDA: But do you suppose if you were a boy you would have? ANNA: I would have been, I definitely would have been. I know many young men that were taught under my father. He always had an apprentice with him, somebody who was learning the trade. In fact my brother-in-law, my sister's husband, learned the trade under my father. And there are other men that worked with my father and then they brought their sons in to learn the trade. There are many people that still remember my father and his work, and they speak to me about telling me well, the fireplace is still in my home that your father built, or the chimney is still standing that my father built. He died in 1947, so that's quite a few years ago. 6 In fact he died as a result of an accident on work. He and an apprentice were working on a roof this particular day, and they were carrying pails and bricks and other things up to the roof, up and down the ladder. Well, at this particular time my father was at the bottom of the ladder and the apprentice was climbing and dropped something, which hit my father in the back of the ear on his head. And shortly after that my father started experiencing dizziness, and he thought it was his eyes or his teeth, and everything checked out fine, but apparently it was a start of a tumor. So when this became obvious that he was having this dizziness was the month of July. And my father had one cousin, only one cousin that came from Italy; all the rest of the family stayed out there. So my father and this cousin were very close, it was David [Potheti] who lived in Quincy, which was at that time maybe an hour and a half or two-hour drive from Fitchburg to Quincy, and we would often visit. But this particular day in July, my father wanted to go to visit his cousin, and my sister Helen was preparing for a wedding in October, for her wedding, and my sister Lena was already married. So my father asked me to go with him to Quincy and he asked me to drive, which is very unusual, especially going out of town. He would never have asked me to drive, so I sort of thought he wasn't feeling well. But he and I went to Quincy, and on the way back he was telling his cousin that when he looks up into chimneys and all he gets dizzy, so he was going to have his eyes checked, thinking there was something wrong with his eyes that was causing the dizziness. And on the way back from Quincy he told me, he says, "Well, I'm going to go to the doctor and have my eyes checked because this dizziness is bothering me." 7 So that was the month of July, but he never complained. He did end up getting reading glasses, but everything seemed to check out okay. And apparently the test was not as thorough as they are today, because there was a tumor growing in the back of his head on the side behind his ear, and they didn't discover that until October. It was at my sister's wedding reception that my father collapsed. He had gone through the wedding ceremony, the dinner, the receiving line, and during the reception he just collapsed on the floor. And the next day when he saw the doctor, after a few days they admitted him to the hospital for tests, and they found that he had a tumor in his brain. And from October to the time he died in March, he never got out of bed. I recall him saying, I drove him to the hospital and he said, "You know," he says, "I never packed a suitcase for a vacation." He says, "But here I am packing it to go to the hospital." He said that when he got out of the hospital he and my mother were going to take a nice vacation. Then he went to the Burbank Hospital in Fitchburg, and from there to Mass General in Boston, back to Burbank, back home and from October to March he never got on his feet again. So he died the end of March, March 29, 1947. LINDA: So 1947 or '48? ANNA: '47, 1947. LINDA: Okay. How was life different for your mother, let's say, after that? ANNA: Well, she relied a lot more on me, because I was driving and my other sisters were not. My sister Lena was married, and my other two sisters were at home, the three of us were at home. Well, Helen had just got married in October, so she wasn't there. But my sister Mary and I were at home with my mother. So it was different, it certainly took a lot out of my mother because she aged, I think, 10 years in just a few months. LINDA: Now, how was she able to get money to live?8 ANNA: Well, we were working, and there was Social Security that my father had left for her. And we owned our home. This was the home that my father built when I was two years old, and we'd been living in that house all that time. He built the house in 1924, and it was a stucco house with shingles on top and a two-family house. LINDA: Now, why did he build a two-family house? ANNA: For economy, I think, you know, collect the rent, and it paid for your own. LINDA: He rented to other Italians? ANNA: We rented to one family that lived with us until their family got too big and left. That was the [Mendosi] family. They remained close friends all the time. Then we rented to a family, the Levanti family, and they stayed there for 60 years. LINDA: Sixty? ANNA: Fifty years, yeah they liked it so much that they stayed. They have a small family, so they were able to -- they had two boys, and there's four rooms upstairs, and they loved the house so they just stayed there. Downstairs we had four girls, so it started out to be a four-room house, but he added on a two-car garage and made two rooms above that garage, so he had an extension to the first floor where we lived. So, the six of us were very comfortable there. We felt very comfortable. You know, we weren't rich, but my father had a car and worked every day. We never felt any want for things that we could not have. There was always food on the table. It was different than it is nowadays I think, my mother would be at home, she'd have supper ready at five o'clock, you know, for my father when he came home. And the family always ate together. We would all be home from work at that time. So it was a nice family. LINDA: Do you think it's important to eat together? ANNA: I think so, I think it is. Although I could not do it when my children were growing up and my husband had very bad hours as far as getting home, he 9 never got home at five o'clock, you know. And my children, when they were in school, they were involved in sports, and one would have a four o'clock game, the other one would have five o'clock, the other one at six, you know, pick one up, drop the other one off and always had something to eat, but it was never sitting together. It was a rare occasion rather than the common thing to have supper all together. LINDA: So how did you keep your family together? ANNA: Well, it was a challenge, but we managed to do that. We stayed together, certainly. Just took care of all their sports, all their school activities, all their sports activities. There was always a time where we would come together Saturdays, Sundays we'd be together, holidays. LINDA: Did you keep those days sacred? One day? ANNA: Sundays. Sundays was always a church day; we'd go to church as a family all together. LINDA: And then share a meal after? ANNA: Yes, yes. LINDA: Was it a traditional Italian meal? ANNA: Usually, yes. It was always pasta and chicken on Sundays. Then as they got older, Aldo was at home at that time and after mass we would go for breakfast in some restaurant, and that would be a family affair. We did this quite often with my own family, of course not when I was a child because we didn't get into restaurants in those days, you know. But my family, I recall almost every Sunday going to breakfast at Howard Johnson's or someplace, you know, that they would pick. LINDA: So getting back to growing up in Fitchburg, you had told me what street that you had lived on and there were gardens, perhaps? ANNA: Yes, our house was the last house on the street. And beyond that, there were gardens and woods. And the neighbors would lease a lot of land from whoever owned the property, and they would grow their tomatoes and beans and potatoes, carrots, all the vegetables they could fit there, lettuce and all kinds of produce. And this would be their activity during 10 the summer. They would go up there and take care of their garden and collect whatever fruits there were. And the children early in the morning, all the children of the neighborhood would meet say at 6:30 in the morning and go pick blueberries up in the woods. We'd come back and we'd be making blueberry pancakes or muffins or something like that, you know, with our blueberries. And even freeze, not freeze them in those days, you had to can them, so we would do that. And many of the vegetables that were grown in the garden, tomatoes and all, would be canned. They would be bottled for the winter. It was not unusual to find a cellar that had all the provisions for the winter, the homemade tomato sauce and all that all packed. LINDA: Did you ever sell any of the produce? ANNA: Yes, if you had too many tomatoes you would call one of the markets and see if they could use some of the fresh fruit, some of the tomatoes, green peppers, green beans. If you had too much you would sell it to the stores; they would give you something for it, and they would sell it to other people. LINDA: So who was in charge of the garden? For example, who was responsible to weed it and plan for its harvest? ANNA: My mother and father did most of it. I would say they did all of it, yeah. We would probably help a little but not that much. I don't recall doing too much. We also had chickens, and I do recall that as my job to go get the eggs and to feed the chickens every day, and I did that until the rooster sniffed me one day and then I wouldn't go in there anymore. LINDA: Now, where were these chickens kept? ANNA: We had another garage that my father built, and we had that as a chicken coop. We made a chicken coop out of that garage, yeah. LINDA: Someone had told me that sometimes at these gardens someone would build a shack. ANNA: Yes.11 LINDA: And I forgot, there's an Italian term of course, and I can't remember what it was called, but evidently sometimes there was a woodstove in there so that people could cook their sauce. Did you have anything like that on your property? ANNA: No, we didn't. No, we had that garage that my father had built. That was not the two-car garage that he built for our cars with the bedrooms over; this was another garage separated from the property. There was also another two-car garage, and one of them we used as the chicken coop. LINDA: So it must have been abutting your land? ANNA: No, it was on our land but it was separated from the house. LINDA: Is it still there? ANNA: It's still there, yeah. And now it's used for a garage, you know. My sister lives in the house now, my sister and her husband, and they rent the garage. They have a car, one car, and the other three stalls are rented. So the stalls were very well built; they're still being used today. LINDA: Now, did your family have another kitchen, maybe in the basement, a stove? ANNA: Yes, yes, we had -- not a stove, we had a sink down in the cellar so that when vegetables or whatever was brought in, we'd be -- in fact this is funny, but we had this sink with a mirror on it, and many times there were four daughters, we had four girls in the house. And he would go downstairs to shave so that we could use the bathroom; he was very accommodating. He would go down into the cellar where the sink and this mirror were set up, and he would shave down there. LINDA: Did your family ever use the cellar in the basement to eat? ANNA: No, no. No, it was just for storage. It was cold; a cold cellar, so you could keep vegetables down there, you could have a barrel full of apples that would last you all winter. We'd have a wine barrel, but it was cool enough to store apples. And I recall many times we'd go down, fill up our fruit bowl with apples from the cellar. We didn't have to go to the store or to the farm to buy apples. We'd do it once, and it would last for the winter.12 LINDA: I'm noticing that different regions where Italians are from, that Southern Italians rarely utilize their basement. They actually have a kitchen in the basement, but I think it's probably because it's so much warmer in Southern Italy, so they just grab that tradition here. ANNA: Yes, probably. Ours was just storage. In fact my father built cabinets down there that -- one of them he made like a cedar cabinet that we would put our woolens in there and keep our clothes there that were out of season. And with four daughters, he provided all this for us. But we had the furnace down there, you know, then -- and for a while it was coal, and then it was converted to oil, you know. So it wasn't a place to have a meal, but it was a place for washing your vegetables and anything that wasn't clean enough to come upstairs, you have to wash it first downstairs. LINDA: Now, do you feel as though because there were four daughters that perhaps come of you did what would be called a boy's jobs? ANNA: Yes. Yes. And I was the one to do that. Yeah. Yeah. LINDA: Well, tell me about that. ANNA: Well, I recall during the Second World War when we had blackouts in the area, you know, they would put all the lights out in homes and in streets, then they would assign people to join the civil defense, and they would have various jobs to do. Well, my father and a few of the men from that neighborhood had to go out and patrol the streets to make sure that everything was all right during these blackouts, and I would go with my father. I would accompany him on these blackouts. Then also women were asked to do things. We had Rosie the Riveter at that time, and we also had a motor corps, which is what I joined. They would teach us how to change tires, how to look under the hood to see if anything was wrong with the car, and things that, you know, might go wrong with cars and they weren't -- the men were all in the war, so the women were supposed to know how to do these 13 things. But today I wouldn't change a tire. [Unintelligible - 00:31:42] I wouldn't know what to do today, but in 1941, '42, we did that. LINDA: So let's get back to the blackouts. Was that typically what a son would do? ANNA: Yes. Yes. LINDA: Accompany his father? ANNA: Yeah. Mm-hmm. Yeah. It's the men that did that. Yeah. LINDA: Mm-hmm. So what would happen if you noticed the neighbor wasn't turning off the lights? ANNA: You'd have to go tell them turn off your lights, you know, you got to knock on the door and tell them. It's blackout. And most of them, I think, most of the people really cooperated. If there was a blackout, you'd find the street black, you know, and all the lights were out. LINDA: Mm-hmm. So do you feel that your generation was defined by World War II and the Depression? ANNA: I think so. World War II was -- started right after I got out of high school, and the boys from my class went to war, and the women were doing the work around that the men should have been doing if they were there, but there weren't any men around. I worked for an attorney at that time, Thomas [Duling], in the Park building in Fitchburg, and I started working -- well, the day after I got out of school I started working at Fitchburg State College in the registrar's office. They were taking summer registration, and I was asked if I could go up there and help with the registrations, and I did for about two weeks but then Attorney Duling's secretary was going on vacation, so he called to see if I would help him out for two weeks, and that sounded interesting, you know, to work in the law office. And I did, but those two weeks extended to nine years. I stayed there with him for nine years and really helped him with the legal work. I would go to court with him, take down a lot of the 14 testimony in [unintelligible - 00:33:49] like quote stenography and worked on many cases. The hours were long. There was no 9 to 5 job. It was like get there at maybe eight o'clock in the morning. You might still be working at eight o'clock at night if there were a case that were coming up the next day, a new trial, or you'd have to be there interviewing witnesses and getting ready for the next day. I did a lot of traveling with him between Worcester and Boston to go to the various courts. LINDA: Was there ever a time that you wished that you had gone to Washington? ANNA: Yes. Yes. There was. [Unintelligible - 00:34:32] get there. LINDA: But you had mentioned before that your parents thought that education was very important. ANNA: He did. Yes. But they also felt that they could not send me to college. The money was not around for a college education, and I think at that time too it was felt that a girl was going to marry, raise a family, and stay at home. It wasn't as necessary for a girl to have the college education as it was for a son. And that was the situation when I got out of high school. There wasn't any money for college. But when my sisters, my two youngest sisters got out, he was -- he wanted to send them to college. They were -- I think they got out three years after I did, but they didn't want to go. So I always felt that I wanted go further into education, and I went back to school after I married, and I had six children. One of them died in infancy. But after the five children were grown up, the youngest was then in junior high school, I did got back to Fitchburg State College, and that was in 1973, I believe it was. LINDA: So you were about 51 or so? ANNA: Yes. Yes. Yep. I would call -- the math teacher in one class was showing averages. And he says, "Now, the average student, the average age of this class is," and he's going up and down the aisle, you know, and this one 15 was 18, that was 19, and I was 20 now, and he got to me and I said 50. And I brought that average way up there. So they laughed at that. LINDA: Well, good for you though. And I bet you were an inspiration to all of them. ANNA: I enjoyed going. I found -- you know, there was a lot of young people that, you know, sometimes they have the reputation that they're just going to college for the fun of it, but there were some there that were really into getting an education, and it was nice to see that. LINDA: So during the time that you were going to college, did you have children in college? ANNA: Yes, I did. Yeah. My oldest son had already started. He was, I think, in his sophomore year, and my second son was in his last year of high school. He was ready to start the following September. And my other two children were in high school, and my last daughter was just going to start high school. She was in her last year at junior high. She was in the 8th grade. She was going to go in the 9th grade. So I had a 9th grade, 10th grade, 11th grade, 12th grade, and one in college. LINDA: Well, did you take a full course load? ANNA: Yes. I did. In fact, I took an accelerated course because I wanted to get through as quickly as possible knowing that I had family responsibility. So I did finish in three and a half years. I got through in December of '76. LINDA: That must have been a big family graduation party? ANNA: No. LINDA: No. ANNA: I didn't want any party. I was just glad that I had finished, and I did graduate magna cum laude, so I felt good about that. That was good. LINDA: So did you feel as though you growing up in a household of girls and your parents really didn't have enough money, and they thought you're a woman, maybe didn't need an education, how did you feel that you had two daughters and three sons? ANNA: Three sons. Yes. 16 LINDA: Did you treat them differently? ANNA: No, we wanted education for them. They knew from day one they were going to go to college, and knowing that they were so close in age that I knew that I had to prepare for this, you know, and I did. My husband, of course, knew how to save money, too. He knows how to spend it, but he knows how when it's necessary to save it and start investing, and we were able to do it. There were four in college and one in graduate school all at the same time. So that was quite a hefty bill to pay, you know. But we managed it. LINDA: So getting -- I want to still talk about your childhood in Fitchburg. I remember you talking about a sled and a tricycle. ANNA: Yes. We had one sled and one tricycle, and it was passed down to all four of us. Yep. Yeah, there were no bikes. No, nothing. Nothing else, you know. We had this one tricycle, and that was it. Lena had it first, I would have it second, and then the two twins had to share it. Yeah. And the sled the same. SPEAKER 1: Hello. Good to see you. LINDA: So actually, more about the sled and tricycle. I was just wondering if you could tell me a little bit about your leisure time. We know that your generation had to work so hard, you know, just to make ends meet. But what did you do [unintelligible - 00:40:03]? ANNA: Just in our last years of high school when I formed an all-girls band. I think I -- I don't know if I mentioned that before, but we called ourselves the Melody Maids. And we played for our church events, the dances that they would have, the Catholic youth dances, at that time. We played for that. The girl scouts held a prom, and they hired us to play at their prom. I think we got paid a dollar for the evening. One dollar. LINDA: A dollar apiece. ANNA: A dollar apiece. Right. And there were six of us. We had a piano, violin, a saxophone, a trumpet, an electric guitar, and the drums. So we had a nice band. We would practice at my house, open all the windows. The 17 neighbors wanted us to -- they heard us practicing and they wanted to hear the music. So we would play in our living room and entertain as much as -- if they call it entertainment. But we played for the neighbors. Then that didn't last too long, long enough for us to have a few jobs and have somewhat of a reputation around the churches that we could play for them. LINDA: Are you referring to a few years, or… ANNA: Yes. A few years. But then, with the war and girls going off with boyfriends and getting married, we didn't continue anymore. LINDA: So was it typical for your generation to learn a musical instrument? Was that considered important? ANNA: I think it was, especially among the Italians. In our neighborhood, there were mostly Italian families, and there were several that played violin that I know. If they happened to have the piano, somebody would always play the piano. But again, it costs money, and many families could not afford the lessons. In our Melody Maids band, the only Italians -- that were not Italians in the band were -- there were three of us Italian, my two sisters and myself. My sister Lena had her boyfriend, and she didn't want to play with us, so she felt we were too young for her. And she was only a year and a half older, but she didn't want to play with us. So we had another pianist who was very good. But we all played in the high school band. And I didn't play in the band; I played in the orchestra because I played the violin. My sisters both played in the band. One played the sax and one played the drums. And they happened to pick up those instruments because when I was forming my band, I didn't have a sax player and a drum player. So I got the two of them to take lessons and learn our songs quickly. So they did, and they played with us. We had lots of courage, I guess, to get out and play like that. LINDA: Yeah. Did you know of any other girls who [unintelligible - 00:43:40] could play in bands? 18 ANNA: No. That wasn't even in style at that time. They had all boys, you know, they had -- some boys would get together and play in groups. You know, they have jazz bands and things like that, but no girls. I says, well, why not? So we formed the all-girls band. LINDA: What kind of music were you playing? ANNA: Well, our favorites were Glenn Miller songs. It was just the time of Glenn Miller. So we would play many of his songs, and then it was the Polka, "Roll out the Barrel." I don't know if you're familiar with that song. I remember one New Year's Eve; this was all they wanted to hear. The people wanted "Roll out the Barrel," and we had to play it a dozen times. LINDA: Now, did anyone sing? ANNA: Not in our group. No. LINDA: Now, you talk about having money for lessons. Were lessons given at the high school level? ANNA: I took lessons from third grade through high school, and then I didn't take lessons anymore. I gave up playing for about 50 years, and then I got back to it. LINDA: [Unintelligible - 00:44:53] and I hope you want to do that again. But getting back --I don't think that I phrased that question correctly. Did the school's department offer lessons? ANNA: Offer lessons. No. Not that I know of. They probably did, but I don't know. I took lessons from some Joseph Scilano, who is a violinist, and a very good violinist, played with many symphonies in the area. LINDA: So why is it that you chose the violin? ANNA: There was a group, a conservatory that came through the neighborhood to see if there were children in that age group that wanted to take up a violin. And I think that's how it started. I started going to this conservatory for about a year. They would give lessons uptown in Fitchburg, and that's how we started. And a year after that, Joseph Scilano was giving lessons, and he was related to the family too. He was a good friend of ours, and I took lessons from him. 19 LINDA: Yeah. How did you recruit some of these band members? LINDSEY : I put an ad in the paper for an all-girl band, and I received these other three calls for a piano player, the electric guitar, and a trumpet. So it was a good start. It was encouraging to get the girls to answer the ad. LINDA: And then they would join you at your home? ANNA: At my home, right. And we played. Yeah. That was fun. LINDA: I bet. Did anyone every make a tape of you playing? ANNA: No. LINDA: No. ANNA: In fact, one fellow did. He came to the house one time, and he had just got this microphone and he was going to record us. Well, every time someone came to the melody, he would put it on bass. He didn't know who he was recording, and the tape was so awful. He didn't -- he would just pass around from one to the other no matter what we were playing. If we were playing, you know, just an accompaniment, he would record that. So he didn't know what he was doing. But anyway, we don't have that tape. We didn't want it. LINDA: You didn't want it. So tell me about Sundays. I think that Sundays were special days for you and your family. I'm talking about your mom and dad. ANNA: Yes. LINDA: And siblings. ANNA: Yes. It was going to church every Sunday, and Sunday afternoons my father had a bocce court in his backyard, and many of the men from -- his friends would come to our house, and they would play bocce, and this was a favorite game among the Italians. And this would be two or three hours on Sunday afternoon. However, we would always end up going out for a Sunday afternoon ride. My father would take the whole family out for a Sunday afternoon, and before we got home, we would stop and buy three pints of ice cream, which was a special treat in those days. Go home, slice 20 the ice cream boxes, and everybody would have half-pint of ice cream. Half of a pint. LINDA: Wow. ANNA: So that was a special treat. But every Sunday, on Easter Sunday, and then still came up to play bocce, but they would play with hard-boiled eggs. And the one who could play bocce and not get his egg cracked was the winner. So the four daughters would be up on the porch saying, "Pa, are we going for our ride today?" "Yes, we'd go for our ride," and he would have to dismiss the men at one point, and he would take his family out for a ride. It was very special. I think we were the only family on the hill that had a car. So that was quite nice. He needed the car for his work. He always had to carry a truckful of tools with him, and to get to his job he always needed a car. So he always had a car. Every two years he would buy a Chevrolet. And when I was married, he would buy a Chevrolet at Matthew's Garage, and Mr. Matthew knew me through my father, and that was where I had taken the motor car course. So when I was married he had a car for me. This was 1949, and you could not buy cars. I don't know if you recall that. You had to put your name on the list and wait for cars to come in because there was such a demand for cars, you have to [unintelligible - 00:49:55]. So in 1949, he knew I was getting married. So about two weeks before I was married he called and says, "I have a car for you." So that was quite special, and I was working for Judge Duling at that time, and I think my car cost me, like, $800 or $900. It was a nice Chevy. LINDA: Now, was it unusual for you to have your license? ANNA: Yes. It was. Yeah. I worked for Judge Duling, and my father was working building a gas station, very close to the park building and my cousin, [Claude Gimarino], was not working at that time. So he said, 21 "Why don't you and I teach Anna how to drive?" He says, "I'll pick your car up while you're working, she gets out of work," and at that time I'm getting out at four o'clock. He says, "And then we'll be back at five o'clock to give you your car," he would say to my father. So that was arranged. So he gave me a total of three lessons, about three hours, and then he took me out for my driver's license. And I passed. I passed the test. So I had my license immediately, you know. There were no learner's permits at that time. LINDA: And how old were you then? ANNA: I was just working. I must have been 18. It was 1941, so I [unintelligible - 00:51:28] high school and started working for Judge Duling. So I got my license right away. LINDA: Sound like quite the trailblazer in many ways. ANNA: Yeah. So Claude will talk about that now. He said, "My cousin could drive in three hours." LINDA: Now getting back to your parents, did they both speak English? ANNA: My mother spoke broken English, but my father spoke very well. Yeah. I don't recall my father ever having an Italian accent. He spoke very well. LINDA: Now, were they both citizens? ANNA: Yeah. Yes. LINDA: Do you remember hearing of any stories of them going to the American… ANNA: No, I don't. My father, of course, before he was married he was a citizen here because he went into the war. He probably became a citizen very soon after he got to the United States. I haven't been able to find any records on him from Ellis Island. I don't know why, but they don't seem to have his name there at all. They have many Guglielmis, but nothing within their time frame I think he came. I did find some records on my mother, [Carmela Gimarino], but they have the wrong date. They have her coming in 1909 when she was probably 16 years old, and she tells me she came 1919, so her record isn't there either. Not accurate anyway. So I have to do some research on that to see if I can find anything. 22 LINDA: I don't remember what you said, did you check the website? ANNA: Yes, I did. LINDA: You have. And… ANNA: No. I got this wrong information. So I've written to my mother's two sisters in Italy to see if they can tell me anything. And they're -- one of them is in her 90s; the other one is late 80s, so I don't know how much they can tell me. But when I met them in Italy they seemed to be -- they have it all together, so I'm hoping that they can come up with some dates. LINDA: So explain that to me -- the trip to Italy, in what year was that? ANNA: This was in '89. Well, '98. My three sisters and I went to Italy for that express purpose, to meet my aunts, my mother's sisters, and my father's relatives. And this is when we went to Salerno, which is where my aunt lives, my mother's sister, and her other sister lives in Milan, but she was going to visit with her in Salerno during the time that we were there, so we saw both sisters, and they were wonderful. These two sisters are the youngest in the family. My mother was the oldest of the first mother who died at my mother's birth, my mother's. Very soon after my mother was born, her mother died and her father remarried. He had had eight or nine children with his first wife, and he eight or nine children with a second wife. So there are about 18 of them. And now only these two are left, these two sisters. So we met them, and they were a joy to meet. They were wonderful, this 92-year-old, the oldest one, would have her supper and then go out and have her cigarette. The younger sister, who was probably 88, would say, "You're not supposed to be smoking." She says, "It hasn't hurt me for 92 years," she said, "well, why should I stop now?" So she was quite modern. And the other sister was wonderful too, the one that's in her 80s. They have a family out there that I've met, two cousins, you know, are out there, but 23 they're not planning to come to America. Maybe the next generation will. But they all [unintelligible - 00:55:49]. LINDA: Now, did your aunts look like your mother, or did they have any characteristics that were familiar? ANNA: Yeah, they did. One of them, the one in Salerno that I had met probably two years before that when my son Anthony and I went to Bologna for a trade show for our [unintelligible - 00:56:10] business. We went to Bologna. He needed an interpreter, so he thought I would be good to have along there. So I did go with him to Bologna, and then we took the train from there down to Rome and then down to Salerno to meet this aunt, and my son told me, my son thought he was seeing his grandmother all over again, you know. He could see such a resemblance in her to my mother. So that was nice. The other one, too, you can see the family resemblance, but she looked probably more like my grandfather, the old man up on the wall there. Yeah, that's my mother's father. He lived to be in his 90s. My mother had come here in 1919, and she never went back to see him until 1953. All those years. Then she made her first trip back to Italy, and he said at that time, he says, "Now I can die." He says, "I waited for you to come back." And he did. He died. LINDA: [Unintelligible - 00:57:24] ANNA: Yeah. Yeah. He died a few years after that, or a short while after that. LINDA: So did your mother just go back to visit? ANNA: To visit. LINDA: She didn't return to live there? ANNA: No. She just went back to visit her family. LINDA: Did she ever talk about missing her homeland? ANNA: No. I don't think she -- well, she would write to her family, her parents and her -- not her mother, her mother had died. But her father and her sisters and brothers, they would correspond. But there was never a trip, never talked about going back until in '53 when, you know, I was married. All my sisters were married, and she felt she could go back, and she did. 24 There's always a question of priorities. Where is the money going, you know? So in '53 it got to be easier for her when we were all on our own. LINDA: She made the trip by herself? ANNA: Yes, she did. LINDA: So she had only a brother here. So the brother…? ANNA: No. She had more. She had one brother in Fitchburg. But she had another brother in Springfield who had a family out there and we would visit between Quincy, my father's cousin, and Springfield in Massachusetts. We would spend many Sundays going to visit one or the other. Yeah, so they remained close. She also had a sister who lived in Brooklyn, New York, and that wasn't a trip that we made too often but we did make that trip as, you know, six of us in the car, the four girls and my mother and father, we'd go to visit her, the aunt in New York. And she would take a bus and come up to Fitchburg and stay with us for a while. LINDA: Now, I imagine life was very different for the aunts that stayed in Italy compared to here. ANNA: Yes. Yes. LINDA: But I doubt that the aunt living in Brooklyn also had a much different experience. ANNA: A very different experience. She was very modern. We would love it when she would come from New York to visit us, and she would always bring sometime from New York, either some clothes or some scotch. I think it's -- not pantsuit, they were more like pajamas. They started wearing them in New York, and she would come for a summer [unintelligible - 00:59:59] that we would have here in Fitchburg, and she would be dressed with a big hat on, the big sun hat and the pajamas, and she would show up at these outings. I said that's my sister from New York, my mother would say. She would have beautiful jewelry on, you know. She wasn't married at that time. She married later in life. And her husband died in a very sad accident. They had no children. 25 They were both married later in life, but he was working for the trains, and it was 4th of July and his friend who was scheduled to work, said, "It's a holiday. Could you take my place?" because he was going to take his children somewhere. And Aunt Rachel's husband Sal says, "Why, sure. I don't have any children at home." Apparently one train hit another train, and he was caught in-between. So he was decapitated. Very sad. Yeah. So that was the end of their married life. They hadn't been married very long. LINDA: So tell me what kind of person your mother was. ANNA: Well, she stayed at home, always did housework. Always took care of the family; didn't drive. She had twins. I recall many times she would have to go uptown to pay a bill, maybe, and she would have the double carriage with the twins in it, you know, one of these wide carriages. She'd push it all the way uptown, which was a good mile or more, you know, but didn't faze them at all to do that walking. I recall I was going to take my violin lessons, walking more than a mile to go take my lessons. I was given a scholarship when I was in the 8th grade to go to the art museum to take some lessons, and this was on Saturday morning—and that was probably two miles away from my house, or almost two miles—and I would walk on Saturday mornings to go up there and have those lessons, walk back, you know. It didn't faze us at all to do this walking, and -- but then when winter came my mother said I had better stop going to the art museum, so those lessons didn't last too long, so. LINDA: Did your mother have any friends in the neighborhood? ANNA: Yes. They were all friends. Yes. Every house on the hill, we would know them. You know, and many times they would just gather on one another's porch, and most of the times it would be up on our porch because we did have a front porch then, and we were the last house on the hill. They would walk up the hill, and they would gather there. There was a 26 streetlight right across from our house, and all the children would play under that streetlight, hide and seek or anything you could think of that, you know, you could see with the one streetlight. But because there was no traffic, they would just play out there. And as children, all the neighborhood children played together. They all went to the same school because it was their neighborhood school. All belonged to the same parish. So whatever came up as a social event, just have your whole neighborhood doing it, you know. LINDA: So I hear you refer to the neighborhood as "the hill." Did people in Fitchburg refer to it as that? ANNA: It was Belmont Street, and we lived up at the top of the hill. Yeah, it was. It was our hill. And ours was the last house. LINDA: Now, were there a lot of Italian families living in that area? ANNA: Yes. Yes. Everyone in that -- very few other families, there were some. There was on O'Connor family. There was a [Ketteridge] family that I recall, but all the others would be Italian. LINDA: Now, were they basically from the same region? ANNA: No. Somewhere, in fact, they built -- my father built a place anyway. He built the Marconi Club Hall. They called it the Marconi Club because these were people that came from [Le Marche] in Italy. And they all seemed to congregate in this St. Anthony's Parish of Fitchburg in the Water Street, and then coming up the hill they would come up to where the parish, the church, and the school was, which was Salem Street; and then going up the hill a little further you'd come up to where we lived on Belmont Street, and going further on, Hayward Street. But this whole area was Italian area, and this was the Italian parish, and most of the children in the school were Italian. And they formed a Marconi club for the people that came from Le Marche. I think Water Street had another club for people that came from another area also, in Fitchburg. But the Marconi Club was right there behind our church, 27 behind our school, and the people they called the [Marchedioni], they would meet there, they would have all sorts of events there. They would rent the hall out for dances, weddings; wedding receptions would be in this hall. They even had a restaurant, would go in and have their Italian supper, and the club still exists today. Not the club. The clubhouse exists today. I don't think the Marconi Club exists. But it was a place where these people would have picnics. They would -- at least an annual picnic would be up at [Sima] Park, and all the ladies would cook their Sunday specialties or what. It wasn't sandwiches, you know; they would bring their pasta and their chicken or whatever they were going to cook for Sunday dinner, and they would go eat outdoors at the Sima Park. They would have a band up there. They would have dancing. There was just a day out for that whole group that belonged to the Marconi Club. LINDA: What does Marconi refer to? ANNA: Guglielmo Marconi, who invented radio, the wireless. In fact, all the wireless things we use today probably originated from the first wireless, and they called it Marconi in honor of Guglielmo Marconi. LINDA: He was obviously from this Le Marche region? ANNA: Yes. I think so. I'm not sure if he was, but he was from Italy. LINDA: There's a beach on Cape Cod, Marconi Beach. ANNA: Marconi Beach. Yes. LINDA: And that's named after him. ANNA: After Guglielmo Marconi? LINDA: Mm-hmm. I wanted to talk about the boundaries of neighborhoods, let's say, in Fitchburg. Was there ever a period of time where people didn't get along with each other depending on where they lived or what ethnic group they were? ANNA: I don't think -- it wasn't that they didn't get along with each other. I think they felt closer to the ones that came from their own region. But I can't 28 recall, you know, anyone being looked down on. I think if there was any group that was looked down on, it might have been the Sicilians. At that time, they probably felt, you know, he's a Sicilian. But tenant that I spoke of that lived in our house was a Sicilian, and he was a wonderful person. But I don't think anyone, you know, had any hard feelings, or it was -- you're closer to your own region but friendly with the others too. LINDA: It seems like these neighborhood clubs or these region clubs helped bring people together? ANNA: Yes. LINDA: Did the parish also do this? ANNA: Yes. The parish did. The parish had societies for women, for men, for their unmarried women, from the time they made their first communion, which would probably be seven or eight years old, up until the time they married they belonged to the Children of Mary Society. Once they married they joined the Our Lady of Marcomo Society. And the men always had the Sacred Heart Society for the men. Then once the kids get into high school, they would have the Catholic Youth Organization, and they would have functions to keep them, you know, which, you know, many parishes today don't have that. They may have a society or a men's group, but I think the youth are probably more reliant on schools, on their high school, to have group activities rather than the parish. Maybe because the shortage of priests, no time, you know, that could be it. I know our parish today doesn't have anything for youth. LINDA: And what is your parish today? ANNA: St. Anna's Parish here in Leominster. They do have the ladies group, and they do have the men's group, men's club. LINDA: Now growing up though, you belonged to St. Anthony's. ANNA: St. Anthony's in Fitchburg. Yes. And I belonged to The Children of Mary's [unintelligible - 01:10:10] until I married. 29 LINDA: So what kinds of things would you do as part of the…? ANNA: There would be picnics. There would be outings. We would form a group to go to an amusement park. In the winter we would go skating. Probably get a group to go up to near a lake at [Cod Shaw Park], and even younger than the Catholic youth, when you were in the earlier years, the summer activities were keyed around the parish. We had the Venerini nuns there, and the girls would go up there to learn how to do embroidery or cutwork or crochet, any of that work. When the youngsters would go on what they call the [asilo], the kindergarten, and they would learn the, you know, writing and songs or how to write their name, things like that. But this is like a summer school so you didn't look for other things to do in the summer. Your family planned your going to the convent and take these lessons. LINDA: Now, who would teach the lessons? ANNA: The nuns, the Venerini sisters. LINDA: The Venerini sisters. ANNA: Yeah. Yeah. LINDA: Now, are they still present? Do they still have a presence in…? ANNA: Yes, they do. They do. Yes. They -- some of them. I don't know if they still teach, but they did teach at St. Anna's School. We don't have any nuns there now. And they did teach at St. Anthony's School, and they might have one or two nuns teaching there now. But there is a shortage of nuns, too. Yeah. I think now we have two Venerini nuns that are working with the Beacon of Hope here in Leominster, which is a respite care for challenged adults, I think they call them, and mentally retarded. The two nuns take them for outings. Take them to games, take them on swimming in the summertime, and they try to give the families some free 30 time, you know, because it's a constant 24-hour care, you know, you have to -- they need that attention, and they need the activities too. So they take them to dances and to suppers, and they invite them to play games. So, two nuns are doing that here in Leominster. They have their mother house in Fitchburg on Prospect Street, and I'm not sure what activities they have there. I think they're still quite active. They're certainly active in ministry, in teaching religious education, in visiting nursing homes, things like that. LINDA: Okay. So what are the values that you grew up with and you tried to keep those traditions? ANNA: Yes. Our family, my mother, father, the four children, always went to Mass on Sundays. Holy days and Sundays. It was a family thing. We would go to Mass all together. And I did that with my family, too. You know, we'd go to Mass all together as they were growing up. Now, they go on their own. They go. They don't go. They, you know, but some of my family are still keeping that up with their own children, Mass every Sunday and holy days. Some of them break away which is sad, you know. It's sad to have that happen, but you hope that they will get back. But faith and family was foremost in my mother and father's time than it was in my time and my husband's time. Education was very important, and I always feel that you never get enough education. Even if you have a college degree I feel, you know, get more because there's so much out there, you know. If it isn't in the college. It's other things that you can learn, you know, in the arts and music and things like that. There's so much. And don't ever feel that there's a limit to what your brain can absorb. You know, I think if you can do it, this is the time to do it while you're still young enough to do it, you know. LINDA: What kinds of messages do you try to send to your grandchildren? ANNA: That faith -- I write a newsletter every week. I think I'm over, like, 112th newsletter that I've written, so it goes over a two-year period now. LINDA: And this is a family newsletter?31 ANNA: A family newsletter, and I send it to all five families. My children. And I always try to put a message in there—birthdays are coming up, it's a family affair, you know, and if someone had accomplished something, like this week my granddaughter, Laura, got the MVP in soccer. She's a sophomore in high school. So she got the MVP. So I sent that in my newsletter and let everyone know. And if someone has played football and is, you know, scored a touchdown, I tell them that. I always tell them what's going on at church. I always try to bring something in that has to do with faith, you know, and values, you know. Things that you look for, you know, and things that would be good for them to do. And they're very young. The grandchildren, I think, always looks forward to that letter. In fact, if I should mail it one day too late, they're, "Where is it?" you know. If the mail is one day too late in arriving, they look for it. And I try to keep them abreast of what is happening in the family because they're all so busy that they don't communicate like they did when they were younger, you know. They see each other quite often, but now, one has a game and the other one is going somewhere, and now one family lives in New York, so. But they're doing -- I like to help the others here in Leominster what's going on. LINDA: Did you ever foresee that? ANNA: No. To write a newsletter? LINDA: Not just that, but that your family would be so widespread and so busy that you had to write a newsletter to keep up. ANNA: To keep up. Right. Yeah. No. But I think it was bound to happen, because the two boys are now running the two businesses, and they're as busy as they can be. And my daughter has her own little business, my daughter, Rose Mary, which is just a small phase of the comb business. She has the side combs, the decorative combs that they use in their hair, 32 bridal salons, especially. And my daughter Mary Ann is in real estate, and she is busy with that. And the grandchildren, living in different parts of the city, go to different schools, so they don't see each other as often. And of course, the one in New York comes out for holidays usually. If the children have an extra day off from school, they'll make a trip, or we can get out there, we visit them. But they also -- they look forward to the newsletter. And as long as they like it, I'll keep writing it, you know. LINDA: I think it's a wonderful idea. ANNA: Yeah. LINDA: What do you think your parents would think of the new generation? [Unintelligible - 01:18:43] ANNA: Yes. I think they would say that it certainly is different. At that time, they'd go to school, they'd come home from school, and mother and father would be at home at supper time, and mother would be at home all the time. But we didn't have the cars that they have nowadays, so any activities would be within your area. You had to walk to it. Now it's from Leominster you can get to Worcester in no time. You can get to Boston. Drive to New York. So I think they would say times have changed. LINDA: You think they'd be happy about it? ANNA: Yes. I think they would because it seems to be better. We have more opportunities, but it's, you know, I hope it is better. Sometimes they have too much and they appreciate less. If you can get everything, you know, nothing means too much to you. AT/pa/my/mfb/es

Issue 21.6 of the Review for Religious, 1962. ; JOHN XXIII Letter to Religious Women TheI largest church of Christianity is being prepared to receive the fathers of Vatican Council ii. On October 11 will begin the great meeting which has been the object of the prayerful expectation of al! Catholics and We may add of all men of good will. This is a solemn hour in the history of the Church, for it is a matter of stirring up the forces of spiritual renovation which the Church always possesses so that a new dynamism can .be communicated to the activities and the institutions of her age-long history. The clergy are already reciting the Breviary every day in union with Us for the successful outcome of the ecu-menical Council.2 The laity, especially children, the sick, and the old, have frequently been asked to offer prayer and sacrifice for the same purpose; and they have re-sponded with generous promptness. All are eager to offer their help, for the Council is assuming the role of ',a new Pentecost."s In such a climate of zealous preparation it is natural that those should distinguish themselves who have made a total offering of themselves to God and who have given thermelves to the exercise of. fervent prayer and charity. Beloved daughters, the Church has gathered you under her protective mantle; she has approved your constitu-tions; she has defended your rights; she has derived and will continue to derive great benefits from your works. As an expression of gratitude for what you have done up to x This letter, I1 tempio raassimo, is translated from the Italian text as given in Osservatore Romano, July 8, 1962, pp. 1-2. 2Apostolic Exhortation Sacrae. Laudis, January 60 1962, in Acta Apostolicae $edis, v. 54 (1962), pp. 66-75. ~Prayer for the Council in Acta ApOstolicae Sedis, v. ~51 (1959), p. 832. ÷ ÷ ÷ l~ligious Womtn VOLUME 21, 1962 493 ÷ ÷ John XXIII REVIEW FOR RELIGIOUS now and as a joyful hope.for your future work, the'words of the Apostle may be deservedly applied to you: ¯. making mention of you in my prayers, that the God of our Lord Jesus Christ, the Father of glory, may grant you the spirit of wisdom and revelation in the deep knowledge of him: the eyes of your mind being enlightened, so that you may know what is the hope of his calling, what the riches of his .inher-itance in the saints. (Eph 1: 15-18). I would ask you to give every consideration to this let-ter; in the words of the humble Vicar of Christ hear what the Divine Master wishes to suggest to each of you. The preparation for the Council demands that the women consecrated to the Lord according to approved canonical forms should reconsider wi~h renewed fervor the duties of their vocation.In this way your response when the enact-ments of the Council are made will be prompt and gener-ous, for it will have been prepared for by a deeply intense endeavor of personal sanctification. In order that life consecrated to God should always cor-respond in the best way possible to the desires of the Divine Heart, it is necessary that it be 1) a life of prayer, 2) a life of example, and 3) a life of the apostolate. THE LIFE OF PRAYER Here Our thoughts turn especially to the nuns and sisters of the contemplative and penitential life. As We re-distributed the candles given to Us on February 2, 1961, the feast of the Presentation of our Lord in the temple, We remarked: The first destination of the candles, religious houses with the strictest rules of mortification and penance, is meant to re-affirm once more the p~:eeminence of the duties of worship and of total consecration to a life of prayer over every other form of apostolate; and at the same time it is meant to emphasize the greatness of vocations to this way of life and the need of vocations to it? This corresponds to a truth that is universally valid even for religious women of a predominantly active life: the interior life is the only foundation and the only soul of every apostolate. All of you should meditate on this truth, you who are rightly called quasi apes argumentosae because of your continual exercise of the fourteen works of mercy in sisterly conjunction with your fellow sisters. So also those of you who are consecrated to God in secular institutes must draw from prayer all the efficacy of your enterprises. Like every other form of societal living, life that is of-fered to the Lord entails difficulties and sacrifices. Only ' Discorsi,Messaggi, Colloqui di Sua Santitd Giovanni XXIlI, v. 3 (Vatican City: Vatican Polyglot Press, 1962), p. 143. prayer will obtain the gift of happy perseverance. The good works to which you are dedicated will not always be crowned with success; disillusionment, misunderstand-ing, ingratitude await you. Without the help of prayer you will not be able to bear up on your difficult road. You should not forget that a misunderstood dynamism can lead you to fall into that "heresy of action" reproved by Our predecessors. If this danger is avoided, then you can be confident that you are truly cooperators in the salvation of souls :and you will add many merits to your reward. All of you, those devoted to the contemplative life as well as those in the active life, should understand the meaning of the expression, "a life of prayer." It does not mean a mechanical repetition of formulas; it is rather the indispensable means of intimacy with our Lord and of a better comprehension of the dignity of the daughters of God and of the spouses of the Holy Spirit, that "gentle Guest of the soul" who speaks to those who know how to listen in recollection. Your prayer should be nourished by the wellsprings of a profound knowledge of Sacred Scripture, especially of the New Testament; it will be further fostered by the liturgy and the teaching of the Church in all its fullness. Holy Mass should be the center of each day in such a way that each action becomes both a prepar~ation and:a thanks-giving for it. Holy Communion is the daily food which will sustain, comfort, and strengthen you. In this way you will avoid the danger of lacking oil for your lamps as did the foolish virgins in the parable. You will find yourselves ready for everything: for glory and for ignominy, for health and for sickness, for continuing your work and for dying--"Behold the bridegroom comes, go out to meet him" (Mt 25:6). And here it will be useful to recall to you once more the often repeated statement of what We consider to be the three fundamental devotions even for the simple faith-ful: "For the understanding and. encouragement of the adoration of Christ, there is nothing better than to con-sider and to invoke Him under the triple light of His Name, His Heart, and His Blood."5 The Name, the Heart, the Blood of Christ: these are the substantial nourishment of a solid life of piety. The Name of Jesusl In all truth, Nil canitur suavius, Nil auditur iucundius, Discourse at the close o[ the Roman Synod in dcta Apostolicae Sedis, v. 52 (1960i, ÷ Religious Women VOLUME 21, 1962 4. 4. + .John XXIII REVIEW FOR RELIGIOUS 496 Nil cogitatur dulcius, Quam Iesus Dei Filius. Song never was so sweet in ear, Word never was such news to hear, Thought half so sweet there is not one, As Jesus God the Father's Son.6 The Heart of Jesusl In his encyclical "Haurietis Aquas'" of May 15, 1956 (which we recommend to your attentive reflection), Pius XII of venerable memory remarked: If the reasons for devotion to the wounded Heart of Christ ~re duly considered, it should-become clear to all that this is not an ordinary form of piety which one can esteem less than other devotions or regard as a minor matter; rather it is a form of worship perfectly adaptedto lead to the attainment of Chris-tian perfection.~ The Blood of Christi "This is the loftiest sign of the ¯ redemptive sacrifice of Christ which is mystically and really renewed in holy Mass; it gives meaning and orienta-tion to all Christian fife.''s A LIFE OF EXAMPLE These are. the words of Christ: "I have given you an example, that as Ihave done to you, so you also should do" (Jn 13:15). To those who desire to follow the steps of Christ faithfully is presented the practice of the evangeli-cal counsels, "the royal road of Christian sanctification.''6 Poverty Christ was born in a stable; during His public life He had no place to lay His head at night (Mt 8:20); and He died on the naked cross. The first condition that He laid down for those who wish to follow Him was this: "If you wish to be perfect, go, sell your possessions, give to the poor, and you will have treasure in heaven" (Mt 19:2f). You have been drawn by the example and teaching of our Divine Master; you have offered all to Him: "I have offered all these things joyfully" (1 Chr 29:17). It is in the light of the imitation of the poor Christ that your vow receives its full value; daily you must content ~ourself with what is indispensable; what is superfluous you should give under obedience to the poor and to good works; the e Vesper-Hymn of the Feast of the Holy Name of Jesus; [the English translation is that of Gerard Manley Hopkins, S.J.]. ~ dcta dpostolicae Sedis, v. 48 (19.56)¢ p. 346. 8 Discourse to the Religious Family of the Most Precious Blood, June 2, 1962 (Osservatore Romano, July 3, 1962). e Encyclical Letter Sacerdotii Nostri Primordia in Acta Apostolicae Sedis, v. 51 (1959), pp. 550-51. ~ unknown of tomorrow, sickness, old age--these should be entrusted tO Divine Providence after prudent provisions have been taken. Detachment from the goods of the earth attracts general attention since it shows to all that poverty is neither stingi-ness nor avarice; it makes persons reflect seriously on the divine words: "What profit does a man make by gaining the whole world while losing his soul?" (Mt 16:26). Live your vow or your promise to the full, for it makes you like Him who, though rich, became, poor in order that we might become rich through His poverty (see 2. Cor 8:9). In this matter there will be no lack of temptation such as the seeking of small comforts or satisfacti6n in food or the use of goods. Poverty, as you know, has its thorns which must be painful because they will become the roses of heaven. Again the need for legitimate modernization may be-come excessive by ostentation in construction and equip-ment, matters that have sometimes occasioned comments that were scarcely favorable even if there was no question of the modest rooms of the sisters. But understand this well, beloved daughters; it is not Our intention to say that what is indispensable for physical health and for reason-able and needful recreation is contrary to poverty. Never-theless, may the eye of the Divine Master never be sad-dened by that elegance which can have a negative influence on the interior life of persons consecrated~to. God when they live in surroundings which lack the atmosphere of austerity. Let poverty be held in great honor among all of you. We wish to extend a special word of comfort to clois-tered nuns for whom "sister poverty" often becomes "sister indigence." Christ, the Son of God become poor, will be your consolation. Meanwhile in His name We Ourselves stretch out Our hands for you to your fellow sisters who are in a better economic state and to generous benefactors. We encourage the enterprises begun in this connection by the federations of cloistered nuns under the direction of the Sacred Congregation of Religious. And We recall to all of you the divine promise: "Blessed are you who are poor, for yours is the kingdom of God" (Lk 6:20). Angelic Chastity We read in the Gospels how jesus suffered and 'how great were the injuries that afflicted Him. Bu~' from Beth-lehem to Calvary the splendor which radiated from His divine purity always increased and won over the people. So great was the austerity and the charm o[ His deport-ment. So also must you be, beloved daughters. Blessed are the carefulness, the mortifications, and the renunciations ÷ ÷ I~ligious Women VOLUME 21, 1962 497 4. 4. 4. John XXIll with which you seek to make more radiant the virtue about. which Pius XII wrote a memorable encyclical letter.1° Live the lessons of.the encyclical; let your conduct show to all that chastity is not only possible but that it is a social virtue which is forcefully defended by prayer, vigi-lance, and the mortification of the senses. May your example show that your heart is not enclosed in a sterile egoism but that it has chosen the indispensable condition for making itself solicitous for the needs of the neighbor. For this purpose cultivate the rules of good man-ners. We repeat: cultivate and make use of them without paying attention to those who would introduce into your life a mode of behavior less adapted to rightful respect and reserve. In your apostolic works reject the theory of those who do not speak or speak very little of modesty and decency so that there may be introduced into methods of education criteria and orientations in opposition to the teaching of the Sacred Books and of Catholic tradition. Even though on the one hand materialism,.theoretical or practical, is a threat and though on the other hand hedonism and corruption wish to break all barriers, Our soul is restored to serenity by the contemplation of the angelic bands who have offered their chastity and who through their prayer and sacrifice draw down on the erring the marvels of divine mercy in a propitiation of pardon for the sins of individuals and of peoples. Obedience The Apostle St. Paul has developed the theme of the humiliation of Christ made obedient even to the death of the cross (Eph 2:8). In order to follow the Divine Master better, you are bound to Him by a vow or promise of obedience. This continual immolation of one's own "I," this annihilation of one's self, can be very costly; but it is also true that victory lies here (see Prv 21:28), because to this spiritual crucifixion there corresponds heavenly graces for you and for humanity. The teaching of the Church is clear and precise con-cerning the inalienable rights of the human person. The peculiar endowments of each person must be allowed to develop in a fitting way in order that each one may corre-spond with the gifts received from God. All this is a recog-nized thing. But if one passes from respect for the person to the exaltation of personality and to the affirmation of personalism, the dangers become great. There are valu-able directives also for you in the words of Pius XII in his exhortation Menti Nostrae: REVIEW FOR RELIGIOUS Encyclical Sacra Virginittu in Acta Apostolicae Sedis, v. 46 (1954), In an age such as this in which the principle of authority is greatly shaken, it is absolutely necessary that the priest, stand-ing firm on the principles of faith, should consider and accept authority not only as the bulwark of the social and religious orders, but also as the foundation of his own personal sanctifi-cation. 11 At this point Our discussion continues by directing it-self to thbse who have the responsibility and the duty of directing others. Demand the most generous obedience to the rules; but at the same time be understanding toward your fellow sisters; encourage in each the development of natural aptitudes. The duty of superior.s is to make obedi-ence lovable and not to obtain a merely external deference and mu~h less to impose unbearable burdens. Beloved daughters, We exhort all of you to live accord-ing to the spirit of this virtue which is nourished by deep humility, absolute disinterestedness, and complete detach-ment. When obedience has become the program of all of life, then the words of St. Catherine of Siena will be under-stood: "How sweet and glorious is this virtue in which all the other virtues are containedt Obedience, you sail without fatigue and without danger you arrive at the harbor of salvation. You are conformed to the only Son, the Word . ; you set sail in the bark of the holy cross, bringing yourself to remain firm and not to neglect the obedience of the Word nor to abandon His teaching . You are great in your perseverance; you are so great since you stretch from heaven to earth, for heaven is un-locked by you.= THE LIFE OF THE APOSTOLATE St. Paul teaches that the mystery revealed to us by God, the plan conceived from all eternity in Christ and come to realization in Him in the fullness of' time, is this: "To re-establish all things in Christ, both those in heaven and those on earth" (Eph 1:10). No one who consecrates him- .self to the Lord is dispensed from the sublime duty of continuing the salvific mission of the Divine Redeemer. The Church has special and great expectations with re-gard to those who live in the silence of the cloister. Like Moses, they hold their arms uplifted in prayer, conscious that in this suppliant attitude victory is gained. So im-portant is the contribution of religious of the contem-plative. life to tl~e apostolate that as the co-patron of the missions and hence as the equal of St. Francis Xavier Pius XI did not choose a sister of the active life but a Carmelite, St. Theres~ of the Child Jesus. You must be spiritually present to all the needs of the Church militant.' No misfortune, no loss, no calamity ~ Acta Apostolicae Sedis, v. 42 (1950), pp. 662-63. ~Dialogue, c. 155. 4. 4. 4. Religiot~s Woraen VOLUME 21, 1962 499 ÷ ÷ ÷ John XXIII REVIEW FOR RELIGIOUS should find. you a stranger. No scientific discovery, no cul-tural meeting, no social or political gathering should make you think: "These are things that do not concern me." May the Church militant perceive your presence wherever there is a request for your spiritual contribution, to the good of souls and also to true human progress .and to universal peace. May the souls in Purgatory receive your suffrages that the beatific vision may come to them more speedily. United to the choirs of the angels and the saints, continue to repeat the eternal Alleluia to the august~ Trinity. Those who are dedicated to the active life should recall that not only prayer but also work will bring it about that the new course of society draws nourishment from the Gospel and that everything be done to the glory of God and for the salvation of souls. Since persons can not be used in the area of schools, of charity, and of assistance, if they are not prepared for the increased needs which modern conditions impose, exert yourselves under obedience to complete your studies and to take a diploma, quick to overcome all difficulties. In this way there will be a higher appreciation not only of your tried and tested ability but also of your spirit of dedica-tion, of patience, and of sacrifice. Moreover, further needs show themselves in the new countries that have entered the community of free nations. Without affection for one's own land being diminished, the entire world, more than in the past, has become our common fatherland. Many sisters have already heard the call. The field is immense. It is useless to lament that the children of this world have arrived before the apostles of Christ. Lamenting solves nothing; what is necessary is to bestir one's self, to anticipate, to be confident. Nor are the sisters dedicated to contemplation excluded from this duty. In some regions of Africa and of the Far East the inhabitants are more attracted by the contem-plative life since it is more congenial to the development of their culture. Some social classes which are more cul-turally advanced regret that the dynamic life of the mis-sionaries can have only a small degree of coincidence with their way of conceiving religion and of adhering to Chris: tianity. Thus you see, beloved, daughters, how great are the motives that lead to the encouragement of national and international meetings of superiors general that have beer; called by the Sacred Congregation of~ Religious. In this way you are enabled to adapt yourselves better to modern conditions, to profit by common experiences, and to con-~, i sole yourselves with the thought that the Church pos-I sesses a valorous throng of persons capable of meeting every obstacle. The consecrated souls of the new secular institutes know that their work is also appreciated; and they are encour-aged to contribute to the penetration of the Gospel into every phase of the mod6rh world: Those in positions of great responsibility should be dis-tinguished by competence, hard work, and a sense of re-sponsibility. They should also be distinguished by the ensemble of virtues that grace builds up lest persons be put in charge whobase themselves only On human wisdom and on the power of economic, scientific, and technical means: "It is in the name of the Lord our God that we are strong" (Ps 19:8). We invite all of you who are souls consecrated to the Lord in the contemplative or the active life to draw close to each other in charity. May the Spirit of Pentecost rest upon your families, uniting them in that oneness of soul which was manifest in the Cenacle where together with the Mother of God and the Apostles pious women were present (Acts 1:14). CONCLUSION These are Our desires, Our prayers, Our hopes. On the vigil of Vatican Council II the Church has summoned all the faithful, proposing to each of them a state of mind of awareness, of testimony, and of courage. Be among the first, beloved daughters, to cultivate a holy enthusiasm. On this point the Imitation of ChriSt has some touching words: We should daily renew our pqrposes and stir ourselves up to greater fervor as though this were the first day of our conver-sion. Each day we should say: "Help, me, my God, in this my good purpose and in Your holy service; and grant that I may now begin this day perfectly; for what I have done up to now is as nothing" (Bk I, c.19). May the Mother of Jesus and our Mother enkindle you with a new fervorl Have trust in your heavenly Mother and at the same time grow in familiarity with her spouse St. Joseph, the patron of Vatican Council II. Pray also to the saints that are held in particular honor in your various institutes in order that they may unite their powerful in-tercession to obtain that "holy Church reunited in unani-mous and intense prayer around Mary the Mother of Christ and guided by Peter may spread the kingdom of the Divine Savior, a kingdom of truth, of justice, of love, and of peace." The apostolic blessing which We impart to all religious communities and to each person consecrated to God is a + + + Religious Women sign of heavenly favor and of encouragement in a life and an activity for good "in the Church and in Christ Jesus" (Eph 3:21). From the Apostolic Vatican Palace, the second day o[ July of the year 1962, the fourth of Our pontificate. JOHN XXlII ÷ + + John XXIII REVIEW FOR RELIGIOUS ELIO GAMBARI, S.M.M. Teaching. Sister in, the Church The purposet of my conference will be to indicate the position, function, and mission of the teaching sister in the Church considered as the perfect juridical society founded by our Lord, for the salvation ,and sanctification of souls. Its purpose is also to respond to certain rumors which are spreading in certain places--this does not seem to be the case in France--and which tend to affirm that the teaching sister assumes a role in the Church and in society which does not belong to her but rather pertains to other types of persons. According to this opinion the teaching sister is merely substituting in a task which in normal condi-tions belongs to others. In this pap~er we shall consider not only the sister's right to exist in the Church but also her special position of commitment with its dignity, rights, and egpecially its duties and obligations. In the Church everything, including dignities and rights, is service; indeed, I should rather say that espe-cially dignities and rights are ~services. If the position of the sister in the Church is a special one, then it necessarily follows that this position carries with it correspondingly greater obligations and duties, which impregnate and ab-sorb the life of the religious institute and of the individual religious. Religious life enlists everything to be found in the person who is marked, with the character of religious. It is my opinion that from the matters to be presented here, whether considered individually or collectively, there will spontaneouslyflow important consequences for teaching sisters with respect to their mission in the per- 1This article is translated with permission from the original French entitled "Le mandat de la religieuse enseignante dans l'Eglise!' which appeared in Ecole chrdtienne et monde d'aujourd'hui pub-lished by the Union des Religieuses Enseignantes de France; 20 rue Gay=Lussac; Pads 5, France. Elio Gambad, S.M.M;; Via dei Monfortani 41; Rome 934, Italy, is an official of the Sa-cred Congregation of 'Religious. VOLUME 2"]., 1962 503 l~iio Ga$m.Mba.M~,. REVIEW FOR RELIGIOUS 504 spective of the Church; this applies perhaps even more so to superiors, since these have the responsibility of form-ing and guiding religious ,teachers. It is my intention to present this subject from a prin-cipally juridical aspect. In recent years there have been a number of publications which have stressed the theologi-cal and even the mystical aspect of teaching; there is, for instance, the work of Father d'Alzon on the mystique of teaching. But I do not think that the juridical position of the teaching sister in the Church has been sufficiently treated; certainly it has not been treated exhaustively. After recalling that the mission of the Church is to teach and to form followers of Christ, I shall show how this proper mission of the Church is communicated to religious and that they partidipate in this mission by the establishment of the religious institute, by the approbation of the constitutions and rules which direct the life and activity of religious, and by the content of the vows of religion. I shall then consider with you some of the char-acteristics of the mission confided by the Church to teach-ing sisters and shall conclude by emphasizing the conse-quences ¯ that result from this mission. The Teaching Mission of the Church The teaching to which sisters d~dicate their lives is linked to the apostolate and the mission which Christ gave to His Church; moreover, it is linked to the mission of Christ Himself, the divine Teacher. The apostolate of education, taken as a whole in its general aspect, is a mis-sion, a function, a mandate for our Lord, for the Church," and for the religious herself. This assertion is verified first of all in the case of Him who is the Teacher par excellence, the unique Teacher Christ who is given the name of Divine Master. Christ came on earth with a mission of education and of teach-ing; He came to communicate life through knowledge of the Father. "I have come that they may know you, the one true God, and him whom you have sent." Before the judgment seat of Pilate Christ made this statement about Himself: "I have come to give testimony to Truth." The Word of God, since 'He is the consub-stantial Image of the Father, must by His very nature manifest and radiate the Truth; He must transmit the light which emanates from the Father. He has described Himself by saying "I am the truth." Those who follow Him and who have accepted His message are His disciples. Such is the mission of Christ our Lord, a mission of education and of teaching; such also is the mission which He has given the Chu¢ch. When He sent His apostles, how else did He express Himself except" by saying "Go, teach": [i make disciples, communicate the truth? Hence the founder of one of the first institutes of religious dedicated to teach-ing, St. Joseph Calasanctius, has correctly said: "Educators are the fellow laborers of truth"; and another saint has called them "sowers of divinity." This mission of edu~a~iofi and 0f teaching is destined to engender Christ in souls, to communicate to them this substantial Truth. Here let us recall the magnificent definition of teaching given by Pope Pius XI in 'the en-cyclical Divini Illius Magistri: the continuation of the Incarnation of Christ in souls. . Even a rapid glance at the rich collection of pontifical documents which treat of education will show us that the educative mission of the Church is presented as a gener-ating of Christ, as a formation of the Christian by a com-munication to him of divine life and of the charity which should inflame the whole world and thus bring truth to realization by means of this charity. The educative mission of the Church is based on her power of teaching and on her maternal, role. The Church, whom we frequently call "holy Mother Church," is essen-tially maternal; as such she is also an educator. Is not education one of the duties that result from maternity; is it not the prolongation of motherhood? In the same way in the case of the Church, her function and m~ssion of edu(ation is the prolongation of her maternal mission. This mission which the divine Founder gave to the Church in which He wished to perpet~Jate HimSelf shows the Chux~ch to us in her~ double aspect of a mystical organ-ism and of a juridical organism, as the mystical Christ and the juridical Christ perpetuated in a permanent way through the course of time by the Church as Pius XII has told us in so masterl~ a way in the encyclical Mystici Cor-poris. From this educative role and mission the Church de-rives her rights and duties. All of us of the present time know the pressing necessity she is under to defend her rights and prerogatives in the area of teaching. Canon 1375 at~irms the right of the Church not only to teach and preach religion but also to found schools of every type; the Church maintains this not as a privilege nor as a substitu-tional function when others fail their duty but as an innate right by virtue of her foundation and of her role. History confirms the exercise of this right by the Church. She it was who has maintained culture in the world, even under its civic.fispects. It has been she who founded and approved universities--theology at Paris, law at Bologna, medicine at Montpellier. All these universities have an ecclesial character. This is important, for even today the Church exercises ÷ ÷ ÷ Th~ Teaching Sister VOLUMI~ 21, 1962 505 ÷ ÷ ElioGamba~ S.M.M. REVIEW FOR RELIGIOUS 506 her right of teaching and of founding schools of every type. This right she exercises in great part through re-ligious institutes. By means of these institutes which serve her as ministers, the Church has her own schools with a completely ecclesial character; they are schools not of the state nor even of families but of the Church herself. And the Church communicates her own rights to the men and women by whom she accomplishes her mission. All of this shows that the Church's right to teach and to educate is not limited to religious instruction in the proper sense Of that word but also extends to all other matters the purpose of which is the formation of the spirit, of the heart, and of the will; it includes everything which is a means to charity and to love. Other papers of this convention have spoken to you compellingly, instructively, and ardently of the way to construct and rebuild the world and of the way to radiate the message of Christ in the world. This radiation and this reconstruction are not done merely by religious instruction in the strict sense of the word but by a religious instruc-tion that permeates all other matters. Every ray of truth, every treasure of goodness and beauty comes from God and leads back to God; it is by reason of this treasure of truth and goodness that one can lead the world to God. The philosopher Antonio Rosminl has written magnifi-cent pages on this aspect of education and on that unity of education which seeks to insert man and the Christian into the divine plan.2 It is this final!ty that justifies the Church's presence in schools of every kind from the pri-mary level up through the university. The place of the Church in education is linked to her authority. The teaching given by the Church is not merely a statement of the truth; it is rather a presentation of the truth made with authority but without violating con-sciences. Men speak of respect for freedom of conscience; the Church desires that the acceptance of the message of Christ be consciously voluntary; otherwise there can be neither education nor formation. The Church's right to instruct is connected with her power of jurisdiction which includes the two aspects of teaching and of ministry. But the Church instructs by presenting her truth in a way in which it will be accepted. She must prepare the human mind to welcome the truth; for these minds are made for truth as the will and the heart are made for goodness. It is the work of the Church and of those who represent the Church to present truth in ~ Antonio Rosmini, Sulla unittl dell'educazione (Rome: Tipografia del Senato, 1913). a way that corresponds to the exigencies of the mind and the needs of the heart. Communication of the Church's Mission Even when she takes into.account all the Earying de-grees of ministers in the hierarchy of orders and of juris-diction, the Church finds herself unable to attain by her-self an integral realization of her teaching mission. She must then--and this is so especially at the present time-- have recourse to the assistance of her other members. In our own times how providential has been the appeal to the laity to collaborate with the Church and to feel them-selves united in the action of the Church as participants in the mission of the Church. If she used only the hier-archy, how could the Church exercise among all nations her entire teaching function of formal religious training and of Christian formation by means of general teaching? Let us here recall that the Church seeks the aid and collaborati6n of other persons in a twofold way. First of all, the Church stresses the duties which flow from the natural law. So, for example, with regard to the family, it pertains to the parents to pro~)ide their children with an education. The Church calls them to fulfill this ob-ligation and to exercise their inalienable and pressing rights. Perhaps we too easily forget that families have an obligation to obtain for their children an education and that a Christian one. Besides this, the Church recalls the duty which devolves on every Christian as a result of baptism and confirmation'. Every Christian has the d~ity of radiating God, of making God known. Karl Marx, I believe, once said: "It is easy to be a saint if one is not solidary with society, if one does not feel responsible for society." What is true for every man in so far as he is social is particularly true for every member of (he Mystical Body. Each one is bound to the others by reason of baptism and confirmation. In an important text St. Thomas declares that "the con-firmed by reason of his state has the obligation of making the Church kno~vn, of defending her, and of spreading the doctrine of the Church." This is why the Church faces each Christian with his duty to collaborate. She emphasizes the consequences of baptism and of confirmation; and natu-rally she urges these consequences especially in the case of those whose situation permits them to aid her more easily. This is the reason why she.insists so solicitously that all Catholic educators be faithful to their baptismal com-mitments. These commitmems, it is true, are proper to all Christians; but among educators the practical possi-bilities are much greater. All Catholic educators, no .mat-ter at what level they teach, precisely because they are ÷ ÷ ÷ The Teaching Sister VOLUME 21, 1962 5O7 + ÷ ÷ Elio Gambari, S.M.M. REVIEW FOR RELiGiOUS Catholic, should feel th~ obligation they.have to exercise their educative charge for the purpose of aiding the Church to realize her mission. I state this here because it is highly important that re-ligious teachers, when .preparing future teachers, should recall this fundamental duty of every Christian without consideration of membership in this or that association. It is not Only the teachers and other instructors belonging to organizations of Catholic Action who are bound to exercise the apostolate of teaching; every'teacher and every professor is so bound. Religious who form teachers must show them their special responsibility for this com-munication of truth and of Christian truth. There is a duty to radiate truth, divine.truth. His Excellency Bishop Ancel has recalled to us the missionary character of the school; the foregoing is an occasion to realize, propagate, and radiate this missionary character. The Church has recourse to the cooperation of the laity by giving them a particular charge, by conferring on them a mission and a responsibility, and by making them sharers in her own mission and rights. There is no doubt that the Church can commfinicate to others ithe mission that is proper to herself. This she does through the various de-grees of the hierarchy which are of ecclesiastical institu-tion. Nevertheless, the Church's power of delegating her proper mission is not limited to persons engaged in the hierarchy of jurisdiction or orders. She can also com-municate it to other persons without at the same time mak-ing them enter the hierarchy. It is in this way that she calls the laity to participate in her mission and hence to act and to teach in the name of the Church. The Church realizes this communication by making use of the riches of the kind of priesthood given to every Christian in baptism. To the title proper to baptism there is added a further title which unites itself to that of Christian and which is given to the Christian by the Church. It would be disastrous to build up in the Church an almost impregnable wall between the hierarchy and the faithful as though the hierarchy were the only active element and the faithful were p.urely passive. All of us know that according to the divine will a difference exists between clerics and laity, between :the various members of the hierarchy and those who are not part of the hier-archy. There can be no question of making the Church a democracy; nevertheless, those who are not members of the hierarchy do not form an exclusively passive element. Every Christian must be active; and, in some cases, the Church adds a further title to the activity of every Chris-tian. About this possibility of delegation there can be no doubt. On October 5, 1957, during the Congress of the ~.Apostolate of the Laity,' Plus XlI clarified once and for all this possibilityof communicating to the laity a mis-sion, a mandate, a canonical mission. "It is the same canonical mission," he said, "that the Church wishes to communicate to priests and to lay persons; but it'is exer-cised by the former in so far as they are priests; it will be exercised by lay persons in so far as they are lay persons."8 This communication of the Church's proper mission to lay persons can be realized in different degrees. In the Church there is a providential and.remarkable variety of forms. The Church is a living ~and fecund reality; she pos-sesses within herself an abundance of riches which she manifests in the course of history according to the needs of the times and of the persons she must lead to God."Ac-cordingly the teaching mission, of the Church can be com-municated tO lay persons in a greater or lesser degree, (When I speak of a lesser degree, I have no intention of minimizing the role of those who participate in the mis-sion of the Church in a limited degree. Every vocation in the Church is excellent and we must avoid comparisons for they are always odioug.) The lesser degree is that which the Church entrusts to lay persons who juridically remain in the position of simple lay persons. The fact that they are invited to work with the Church does not separate them from other lay persons; it does ,not make them a special class in the Church. They rerfiain lay persons liv-ing in the world under the same conditions as the other faithful. Nevertheless, one can say--I am thinking here espe-cially of Catholic Action organizations--that the Church adds a new title to that which these Catholics already possess as private persons. They possess their private title as well as a title given, to them by civil authority for the exercise of the profession of teaching. (When I speak here of civil authority I am referring to the area in which civil authority is competent; unfortunately we all know from experience that it can exceed its competency.) Civil au-thority for the sake of the public good can organize the preparation required for the exercise of certain functions. To this title which lay persons possess the Church adds a supplementary title, an ecclesial one, which, as I have said, does not remove them from their fundamental con-dition. Their association with the educative mission of the Church is, let us say, a generic one; it involves a part of their time and Of their capabilities; it ennobles their work and gives them a certain representativeness of the Church. s Les Lai'ques dam l'Eglise. Documents du DeuxiOme Congr~s Mon-dial pour l'Apostolat des Lai'ques, Rome, 5"13 octobre, 1957. V. 1, pp. 14-16. + + + The Tea~hlng Sister VOLUME 21, 19(:,2 509 ÷ ÷ ÷ Elio Gambari, S.M.M. REVIEW FOR RELIGIOUS In the Congress on the Lay Apostolate which I.have al-ready mentioned, Cardinal Montini in the course of a conference treated the different degrees of ecclesial repre-sentativeness conferred on lay persons; he emphasized the role which they.possess o[ representing the Church in a more or less varied way according to the varying ecclesial context. One must not think that a member of Catholic Action is representing the Church in all his actions and in all his different activities. The Cardinal also emphasized the fact that the repre-sentative role of lay persons is proportioned to the ec-clesiastical character of the profession and of .their activ-ity; they are not representative of the Church in everything and for everything. A Catholic professor, for example, is not the representative of the Church in his other activi-ties; he possesses an ecclesial personality which is limited to a determined sphere and to a special sector; in other words he possesses a mandate. Even here the degree of representativeness is not always the same; and the passage from ecclesial representativeness to individual activity is a gradual one. On different occasions the ~sembly of the Cardinals and Archbishops of France have clearly deline-ated the mandate that is given to lay persons; likewise. Pius XII spoke of the mandate conferred on Catholic Action: "Carry. out the mandate which the Church has given to the members of Catholic Action." Here again there is question of a mandate which leaves lay persons in their proper situation; it organizes them indeed into a juridical entity, but this entity is not so profound or so absorbing as to change their condition. The mandate of collaboration with the Church which is conferred on the members of Catholic Action, while it is a true mandate, yet does not transform their juridical condition: they re-main private persons. Over and beyond this lesser degree of representativeness of the Church there is a greater degree given to lay per-sons; it involves a greater degree of association with the teaching mission of the Church; it is the degree given to religious who are destined and consecrated to education. To these the Church communicates a mandate and a mis-sion which makes them share her proper mission in the highest degree possible short of entrance into the ranks of the hierarchy. I would almost say that teaching religious reach to the very limits of the hierarchy. Nevertheless, we must .not be presumptuous and desire to enter the hierarchy. However, religious devoted to edu-cation are completely invested with an ecclesial function; by this fact they become representatives of the Church--, always and in all their actions and activities. In the action and activities of religious we can not introduce the dis- tinctions which can be made in the case of ordinary lay persons. Since they are entirely consecrated to the mission of the Church, they are completely invested with this ec-clesial representation; they no longer work as private per-sons called by reason of their profession to aid the Church and to collaborate with her in cert~iin ways according as time and the dutiesof their state in life permit. Religious, however, have only one duty in their state of life: to work for the Church and in the name of the Church. Religious do not merely have one title which is added to another; rather their title and their rights are conferred on them entirely by the Church. Both in educa-tion and in teaching they possess a mandate given them by. the Church, and the juridical position they enjoy is entirely communicated to them by the Church. This does not exclude the fact that to this ecclesial title there may be added other titles; for example, that given them by families. Families have the right to choose the educators of their children; hence they can choose re-ligious. In this case the family communicates its rights to these religious. Nevertheless, their fundamental right remains the one communicated to them. by the Church herself. So also the state can give a title to religious, but tills will always be a secondary one. The right of religious to teach depends neither on the will of the parents nor on the will of the state. We realize, of course, that parents have a right to teach and this independently of the Church. Religious teaching goes back to the Church who communicates her rights and her obligations to religious as her ministers. Accordingly religious are invested with a mission and a mandate that is totally ecclesial; it is such at every moment and in every circumstance. The teaching done by religious is performed in the Church for the good of the Church in the name of the Church. Religious, let it be repeated, are invested with the very personality of the Church. It is the Church, a per-fect society and a juridical one, that teaches and instructs through them. This should be clearly fixed in the minds both of superiors and of teaching religious. Perhaps some may think that I insist overly much on the idea that religious have an ecclesial mandate. I think, however, that it is fundamental because all their obliga-tions and r!ghts flow therefrom. Their responsibility is rooted in this communication of a mandate, in this ec-clesial function which, as I have said, becomes their whole reason of existence. They do not contribute their, hours of time accordingly as their taste impels them to their work; they are not their own masters; they belong to the Church and precisely for this function. They have a moral and juridical obligation in conscience to be at the disposi- + + + The Teaching Si~ter VOLUME 21, 1962 511 ÷ ÷ ÷ llliO Gambarl, S.M .M. REVIEW FOR RELIGIOUS tion of the Church and to perform everything that the Church demands of them. One can and should apply to teaching religious the magnificent remark of Pius XII to hospital religious at the Congress of 1957: "It is the Church that supports the feeble steps of the old." And the Pope went on to give an almost poetic description of the Church which in the per-. son of the hospital sister assists the dying, the newly born, the aged; this description the Pope repeated in his great encyclical Sacra Virginitas. Pius XII was a poet but also a jurist. What the Pope said on these occasions to hospital. religious is also true of all religious and of teaching re-ligious in particular. While charitable assistance, hospital or social, can be assumed by other organizations, religious formation can not be; it is proper to the Church. Hence the statement made by the Pope should be given a'juridi-cal justification; we must show its juridical foundation. The Juridical Foundation One can well ask how the teaching.religious becomes invested with a mandate; furthermore what arethe juridi-cal foundations of this mandate? To this we reply that the religiousis invested with a mandate because his institute has been established by the Church, because the constitu-tions and rules have been approved by the Church, and because the religious vows, since they are public, have been received by the Church. Establishment oI the .Religious Institute Religious institutes are juridical organizations formally founded by the Church for a definite apostolic purpose. The true founder of a religious institute is not this or that mother, or this or that saint. The formal founder is the Church; she is therefore for us holy Mother Church in a double sense. Founders only prepare the matter to which the Church gives the breath of life. The whole pur-pose of these institutes is entirely ecclesial; this purpose gives them an existence that is not a private matter but a public one; consequently their ,existence touches on the fundamental constitution of the Church. The juridical existence given by the Church to a re-ligious family is different in nature from the one she gives to pious ~issociations or unions of the faithful. One can say, I believe, wittiout fear of denial, that the establish-men~ of a religious institute has cfose analogies with the establishment of a diocese in the sense that the Church is territorially organized for all persons on the basis of dioceses while for some of these persons she is organized on the basis of religious institutes. A religious institute is not a mere spontaneous and free grouping either in its foundation or in its continued ex-istence; once the institute has been established and once one has entered it, one finds oneself linked with a juridi-cal organization which is obligatory both from the view-point of conscience and that of the society as such. While a member of an organization, of a confraternity, or even of Catholic Action, can withdraw for personal reasons without any obligation of giving an account of his de-cision to anyone, this is not the case for religious. They have entered a state that is intimately fundamental to the Church; they no longer belong to themselves but to the Church. It is important to note that a religious institute is not an organization of merely personal and individual perfec-tion and sanctification. The religious institute has a pub-lic function in the Church; it is the. official, juridical, public expression of the holiness of the Church. And it is remarkable to contemplate how in the course of centuries religion, pertaining as it does to individual and public perfection, has enriched itself with the fundamental and basic element that is the apostolate and how it has given rise to religious families essentially consecrated to holiness and the apostolate. This is especially interesting here in France where were born the first religious institutes of women consecrated to the apostolate: the different congregations of the Ursu-lines; the canonesses of St. Augustine of St. Peter Fourier; the Congregation of Religious of Notre Dame of St. Joan de Lestonnac; as well as many others. Besides it was in France that there grew up the congregations which have spread throughout the entire world (for example, the Daughters of Charity, the~ Sisters of St. Joseph). All of these are the first and highly significant examples of these institutes of holiness and the apostolate. What I wish to emphasize at this point is that in these institutes the apostolate is not an accessory, accidental, and secondary element; it is an essential one and as prin-cipal as is the pursuit of perfection. Moreover, this ele-ment of the apostolate shares fully in the institute's public and ecclesial character. The fact that the Church erects an institute for perfection and for the apostolate confers an entirely ecclesial character and mission on the institute. The document that establishes a teaching religious in-stitute determines its finality and its purpose by har-moniously combining the sanctification of its members and the apostolic ideal of education. The juridical ex-istence and character conferred on the institute are shared in by the mission which is assigned it. The apostolate of the institute shares in the juridical nature of the institute itself. Religious life in an institute destined for the apos-÷ ÷ ÷ The Teaching Sister VOLUME 21, 1962 ÷ ÷ Elio Gambari, $.M.M . REVIEW FOR RELIGIOUS 514 tolate is a consecration to God both in perfection and in the apostolate; it is both a state of perfection and a state of the apostolate. Take, for example, the constitutions of the Ursulines, of the religious of the Assumption, and oI other teaching institutes; in them is to be found this fun-damentally apostolic element given them by the Church in such a way that these, institutes and these religious have their whole purpose of existence in this mission. Approbation of the Constilutions The Church not only gives an institute its juridical ex-istence but she also governs it, gives it rules and constitu-tions which derive their force not from the general chap-ter nor from the superior general but from the Church. Hence when the constitutions impose teaching, (t is the Church which imposes it. In this case teaching is not a private initiative stemming from the institute and its members; it is rather an imposition made by the Church, an imposition which may have been requested but which nevertheless does not cease to be a thing that comes from above. This is true to the extent that whatever religious do, they do by reason of a title communicated to them from above; that is, from the.Church. The constitutions, once they have received pontifical approval, become pon-tifical law. One Can and must say that the contents of these laws receive an ecclesial character. The document that establishes the institute and its con-stitutions brings it about that an ecclesial mandate and a canonical mission to teach is given to the institute and that through the institute it passes to the individual mem-bers. The activity of religious is not .left to their personal choice; it is entirely ruled by authority--by an authority that is not private in nature. The Holy Father Plus XII in his discourse to superiors general on February I 1, 1958 --and this applies also to all superiors--stated: "You govern with an authority that I have giyen you; you share in my authority." Accordingly, it is the authority of the Church that regulates the matter of teaching. Public Vows Let me now consider a third point which also illustrates that ecclesial character which perhaps was better ex-pressed in former times by the fact that institutes dedi-cated to teaching wanted from their origin to have a spe-cial vow of education. Thus ihe Ursulines, the canonesses, the Brothers of the Christian Schools took a vow to conse-crate themselves to teaching. This vow was a public one like the other vows of religion; hence it was accepted by the Church, sanctioned by the Church, offered to God ifil the name of the Church, and--what is most important-~ lived in the name of the Church. This vow expressed the public and ecclesial character of teaching. At the present time this public vow is not explicitly expressed because it is contained in the vow of obedience. Teaching is one of the principal elements of the vow of obedience. In teaching institutes 6he promises obedience above all with regard to being employed in teaching. This is true to such an extent that the articles of the constitu-tions which.concern teaching are not articles which simply oblige one to assume certain obligations; they are ,articles that touch the very purpose of the institute and which oblige in conscience; they regulate the specific purpose of the institute. Religious who have made a vow of obedi-ence are bound by reason of their religious profession to devote themselves to teaching. It is interesting to note how in the history of religious life of apostolic institutes a phenomenon took place that is identical with what hap-pened in the case of contemplative institutes. In their profession ceremonies nuns dedicated to prayer receive the book of the Divine Office in order that they might pray in the name of the Church. What has happened in the case of apostolic institutes? These religious are given the constitutions; through this they are given the children and all those who will benefit by their teaching; the result is that at profession there is realized for each member what was realized for the institute as such at the moment of its establishment and of the approval of its constitu-tions. It is at the moment of profession that the superior gives to the new religious the book of the constitutions and the mandate to work in the name of the Church; the religious is thus consecrated to God in and through teach-ing. The vow of obedience and its entire content gi~ie to the profession a public character; hence the apostolate of teaching also becomes public, exercised, that is to say, in the name of the Church. In the encyclical Sacra Virginitas the Holy Father extols the motherhood of religious who receive in trust young Christian generations to form them in the name of the Church or, better, to continue and de-velop the virginal fecundity of the Church herself. I have recently been reading an interesting study which develops the. comparison between the Church and the Blessed Virgin, between the Church and the religious, in their role of forming Christians. Pontifical Statements These fundamental juridical arguments have been re-echoed in numerous pontifical statements that present teaching religious as collaborators of the Pope. Plus XII at the Congress of Teaching Religious in 1951 thanked ÷ ÷ ÷ The Teaching Sister VOLUME 21, 1962 515 ÷ ÷ ÷ Elio Gambari, $.M.M . REVIEW FOR RELIGIOUS 516 the members for the valuabl.e work of collaboration they give to the Vicar of Christ. The same Pope at the beatifica-tion of Rose Venerini recalled a remark of Clement XI to the future Blessed: "Madame Rose, you are helping Us to fulfill Our task and you are doing what We could not do by Ourselves; for this We thank you greatly." These words of Clement XI to Rose Venerini have been repeated on numerous occasions by sovereign pontiffs with regard to religious devoted to education. In a document of 1954 concerning teaching brothers sent by the Pope to Cardinal Valeri, the charge and the role confided to teaching re-ligious are emphasized. One could assemble a magnifi-cent anthology of such pontifical declarations relating to the association of teaching religious with the action of the Church, to the work they accomplish for the Church, and to the gratitude of the sovereign pontiffs who have said among other things: "What would We do without you?" Indeed, if religious should one day wish to call a strike in their schools, it is my belief that the greater part of Catholic establishments would be closed. But let us limit ourselves to a few texts: How could the Church have been able in past times to fully accomplish her mission without the help that hundreds of thousands of religious have given so zealously in the fields of education and of charity? How Could she do so in our own time? (Allocution of October 15, 1951). Thanks to the work of your motherly hands., the Church sustains the feebleness of old age; thanks to the tenderness of your hearts, she rekindles the souls of little orphans; and thanks to the ardor of your devotion, she assists the sick . " (Allocution of April 24, 1957). The Church then counts upon you as the appropriate in-struments which priests should use for the perfect formation of young womanhood (Allocution of January 3, 1958). The actual teaching of the Church puts special emphasis on the ecclesial char~icter of the religious; in and through her the Church realizes her purpose, communicates life, and fulfills the work of Christ her Spouse (Sacra Virginitas). Mission of the Teaching Religious Now I wish to emphasize briefly for you certain char-acteristics of the mission which religious have received {tom the.Church. This mission has a juridical, public, pontifical charac-ter. This sharing in the very mission of the Church is given to the religious not by the pastor who requests her for teaching catechism nor even from the bishop; it is given to her by the Pope, the Vicar of Christ. But since everything in the Church should be done according to order, this mission given to religiom by the Pope may be exercised in a territory only with the consent and ratifica-tion of the authority represented by the pastor of the diocese who, in accepting the community, g!ves it the freedom to exercise its work of the apostolate.4 The character of the mission, then, is pontifical; but it must be coordinated with the apostolate of the diocese. And here it is right to make religious realize the necessity of not being a closed city but rather an intense center of collaboration with all the apostolic activities of the dio-cese. It is necessary that each Teligious house be a source Of~ the apostolate not only within itself but around itself. Consequences I turn now to the consequences that flow from the mis-sion conferred on teaching religious by the Church. The first consequence is that the mission of the reli-gious is ecclesial and spiritual, Even if from an exterior viewpoint a religious seems to exercise a profession, this is only an external mark and appearance; interiorly the religious is an apostle; she represents the Church; she ex-ercises a ministry. This is wh~ Plus XII stated that teach-ing is a kind of priesthood and that the teaching religious participates in a certain sense in the priesthood (Allocu-tion of January 4, 1954). And Saint John Baptist de la Salle, who forbade his brothers to become priests since everyone in the Church has his own Cole and comparison should not be made among them, reminded the brothers that teaching is like a priesthood; in a.magnificent medi-tation (number. 195) he applied to teaching brothers everything that the Apostle said about the sacred min-ister: "You are the .dispensers of the mysteries of God; you communicate the bread of the word of God.''5 Like the minister of the altar, the educator breaks the bread of the word of God; he prepares Christian life, the meeting and communion with God. This character also marks the teaching of so-called profane matters. The teaching religious carries on the apostolate in and through teaching. Profane matters are not merely occa-sions for the apostolate of a teaching religious; the teach-ing of such is itself an apostolate. The Church has only an apostolic finality; and this is the ultimate purpose of a Christian school. The second consequence is that the religious has no personality other than the personality of the Church. Greatness implies duties; hence she must always act as befits this personality of the Church. Hence comes the ' See canon 497~ § 2. s See Fr. Michel Sauvage, F.Sc.X., "Finalit~ ~postolique de notre Institut d'apr~s les M~ditations pour le temps de la Retraite," in Bulletin des Frdres des Ecoles Ghrdtiennes, October, 19ill, pp. 131--43. 4. 4. 4" The Tea~hbtg Sister VOLUME 2I, 1962 517 4. 4. ÷ l~lio Gamba~i, S.M.M . REVIEW FOR RELIG|O~JS 518 striking difference between secular teaching and religious teaching. The first is done by reason of a personal or par-ticular title in the name of the family or in the name of the state; the second has no other personality save that which is given by the Church. Hence it is that the sector of work is limited for religious, that their way of devoting themselves to teaching is subject to restraints. It is under-standable that superiors are sometimes embarrassed by this; and it may happen that they are heard to say: "Our state as religious, the framework of religious life, seems to be a hindrance in certain cases." This is possible; but is not such a disadvantage on the natural and professional level slight when compared to the immense benefit de-rived from their ecclesial character and when compared to the charge of personifying the Church in the exercise of the~teaching profession? To this title of representing the Church there may be added other ones: the charge entrusted to them by the parents who have the right to choose their own substitutes as the educators of their children; the charge entrusted by civil society. If there are elements of the religious life which consti-tute by their nature a hindrance and an obstacle to the. efficacy of education, then there is place for the appli-cation of the counsels of renovation and adaptation. We can not demand that students fit into our religious life; it is the responsibility of religious to adapt themselves to concrete circumstances in those things which concern their students. If properly understood, this can be done without sacrificing or eliminating the constitutix~e ele-ments of religious life. In any case the central idea here is this: the activity oi~ religious is not a profession; it is a kind of priesthood.; it is a ministry, an ecclesial one, which carries with it all the greatness and the responsibility proper to the educative ministry of the Church. The third consequence is that the religious has the right to teach, a right that is given by the Church. Anyone who attacks this right of religious and who hinders the exercise of this right, attacks the Church and the rights of the Church. Numerous documents show us that the Popes have intervened to defend religious and Catholic schools as pertaining to inalienable rights of the Church. One can not touch Catholic schools or teaching religious without touching the Church. One of the lessons of history is that those who wish to fight the Church begin by fighting teaching religious. This has happened in different countries and I have no doubt that it will happen again. The reason for this is that teaching religious in their teaching really radiate the . action.of the Church. Whoever possesses youth, possesses society; and whoever possesses society, possesses the state. Hence religious, since they have youth in their schools, exercise a definite influence on al! of society. His Excellency Bishop Ancel has reminded us of the need there is for religious who are capabl~ of teaching religion. According to canon 1373, § 2 those who attend secondary and. higher schools are to be instructed in Christian doctrine; the ordinaries are to see to it that this mission is fulfilled by zealous and well-prepared priests. Does this canon exclude teaching religious arid brothers from the teaching of religion? In their schools is it the work of priests to give the courses in religion? Not at all. Speaking personally and as one who teaches law, I would say that this rule does .not apply formally to institutions which are held by men and women religious. The insti-tutes of teaching religious have been established and or-ganized by the Church primarily for the teaching of re-ligion; it is this that they are bound to in the first place; for this their members must be prepared in a special way. This does not mean that they can teach independently of the bishop, for it is he who gives or confirms their man-date. The bishop, having accepted teaching religious, should not look elsewhere for teachers of religion if these religious meet the demands of religious teaching. The in-stitutes are thereby obliged to fulfil the necessary condi-tions, and the bishop has the right and duty to control how religion is taught in the schools held by religious in his diocese.~ A fourth and very important consequence is the re-sponsibility that flows from all this for religious. If they share in the mission of the Church, they also bear all her responsibility. It may sometimes happen that we forget that we are not sealed-off compartments in the Church, cells separated from all the rest. On the contrary, we exist as a function of the entire Church; if the personality of the Church is communicated to us, this involves not only all her rights but all her duties as well. Superiors and the sisters themselves can truly say that they carry on their shoulders the weight of the entire Church. This is not merely a manner of speaking; it is a reality which results from their universal mandate. The religious has a re-sponsibility that surpasses the limits of the parish and of the diocese to extend to the extremities of the earth; she has assumed the educative responsibilities.of the Church. Superiors as well as subjects must come to a realization of this responsibility which includes mission, duties, and rights. From this flows a fifth consequence: the serious re-eSee canon 13~6, 1381, §§ 2-3. + + + The Tearhing Sister VOLUME 21, 1962 519 Elio Gambari, $.M .M . REVIEW FOR RELIGIOUS 520 sponsibility that superiors have to provide for the forma-tion of true educators. It is not a question of preparing only young religious who are goo~t and delicate in con-science but who have only a rudimentary training for the task which awaits them. It is rather a question of forming servants of the Chur'ch who ought to respond to the needs and necessities of the entire Church. Greatness involves duties; and the. prestige of the Church herself is at stake. Pope Pius XII has enjoined us to see that the religious school is not inferior to other schools but rather superior to them even from the technical and professional view-point. And is it not the teacher above all that makes the superiority of a school? To give to a teacher the interior and exterior prestige .due to professional worth is a mis-sion interior to culture itself. We all rightly lament the decline in religious vocations; but it may be asked whether besides a numerical lack there is not also an insufficiency of quality. One of the best ways of increasing vocations is first of all to utilize to the utmost and to make the most of those whom the Lord has already sent. If superiors know how to communicate this ideal, to the young subjects who present themselves to their communities and if they succeed in organizing for them a program of formation which corresponds to the needs of the mission to be performed, the results will recompense the efforts expended. They will have placed at the disposition of the Church riches and forces of the utmost importance. We are all aware what the Church demands of religious in the matter of formation and how she is always developing and improving the course pre-paratory to the sacred ministries. The complaint is made that there are no vocations; but if we make an examina-tion of conscience, it can be asked whether there are not enough vocations because teaching is not sufficiently ecclesial. In one of his allocutions Pius XII stated: "One mark of the teaching that truly corresponds to the direc-tives of the Church is that it arouses vocations. When you have religious and priestly vocations in your schools, then you are sure that your teaching is truly ecclesial." But there is another aspect I would like to emphasize. It is true that there is a lack of vocations; but do we channel and utilize the vocations we possess? I am not speaking of physical powers, but of moral forces, intel-lectual and moral values and capacities. There will always be a disproportion with the needs of the school today and with the necessities that must be met. But what is im-portant is that superiors act in such a way that the reli-gious who have entered the institute at the call of God and of the Church should find themselves in the possi-bility of self-development and of giving to the institute, to. the Church, and to souls everything of which they are capable. For this it is necessary to educate them and to develop in them everything which they are capable of giving. I believe--and this is an entirely personal remark that we have not sufficiently formed our religious in their spiritual, apostolic, and professional aspects. His Excel-lency Bishop Ancel has told us of the duty of the cultural apostolate through one's profession. It is necessary that religious should have in the name of the Church and to give prestige to the Church a prestige from the cultural and professional aspect. How is it possible to conceive that persons who work and who study in order to improve their professional standing or for a higher salary should be superior from the professional viewpoint to persons who teach because of the love of God and of souls? But unfortunately it happens that we do not take sufficient account of cultural prestige. I do not mean that external prestige to which perhaps too much account is taken; I am referring to that interior richness which is so impor-tant and which ennobles your schools and the Church her-self. Conclusion I shall conclude my conference by saying that the ecclesial mission confided to religious is the continuation on earth of the mystery of the Incarnation; hence it is a prolongation throughout the course of the centuries of the role of the Blessed Virgin with regard to the Savior and to the Church. There is no Christian life that should not be marial. In particular does not the religious edu-cator find in the Virgin Mother an ideal example of her own vocation? She is more than an example, for she is the first educator and teacher, the one who has given us substantial Truth, the incarnate Word of God, the Truth of God. In the constitution Sedes Sapientiae the Pope held up before the eyes of those who form others as well as before the eyes of those who are to be formed the radiant image of the holy Virgin, the Seat of Wisdom, the Throne of the incarnate Word; she it is who, although not pertaining to the hierarchy, received from God the mission to give us the Word, the consubstantial Utterance; and it is still she who wishes to continue this mission through the work of each teaching institute and in each teaching religious. ÷ ÷ + The Teaching Sister VOLUME 21, 19~,2 521 THOMAS DUBAY, S.M. Psychological Needs in The Religious Context Thomas Dubay, S.M., is a faculty member of Notre Dame Seminary, 2901 South Carroll-ton Avenue, New Orleans 18, Louisi-ana. REVIEW FOR RELIGIOUS The strictest of religious orders have always agreed that their members must eat, drink, and ~'elax. Congregations may vary in the amount and quality of the food, beverage, and recreation they permit, but they are of one mind in principle: men and women have bodily needs that must be met; and if they are not met, nature will have its venge-ance. But we are not so well assured that religious commu-nities are fu!ly aware that their members have psychologi-cal needs every bit as real as their corporeal ones. We are not confident that even given the high contemporary in-cidence of mental disordel~s and the widespread popular literature dealing with man's psychological ailments, our present day religious men and women really grasp the concept of mental needs. And if this lack of confidence is realistically based, we are justified in suggesting that the psychological needs of priests, brothers, and sisters are often not met or at least are not met in as happy a way as we might hope. The Problem The mere experience of living some years in a religious community and especially the experience of working with the spiritual problems of consecrated souls make clear the fact that man does not live by bread alone. Only too fre-quently does one who works with religious meet persons who are beset with serious problems with apparently in-tangible roots, problems that are not due to physical ill-ness nor to a dislike for the religious life as such nor to ill will nor to difficulty with the vows. Unless he cuts off a full discussion by the prompt and pat solution, he will often find that the problem is due to poor adjustment in the community or to a lack of security or to inferiority feel-ings or to a whole collection of assorted fears or to an un-satisfied hunger for affection. And this is to say that the problem is psychogenic. A man or woman does not have to be neurotic or psychotic in order to suffer from psychologi-cal malnutrition. Just as the human person can be under-nourished in the bodily sense without being therefore seriously ill, so can he be underfed in the mental and emo-tional sense without being seriously deranged. But the similarity can be pushed a step .further. Just as prolonged and marked malnutrition.can issue in grave illness on the physical level, so can it on the mental. However, we are not directly concerned in this study with serious mental illness. We are not even concerned with illness as such. We are concerned with the simple fact that religious priests, brothers, and sisters have psychological needs in common with the rest of men, needs that must be satis-factorily met within the context of their vocations if they are to function normally, happily, and holily. Whence Psychological Needs? Only an imperfect being experiences need. This is so because need bespeaks a lack of something due: comple-mentation, aid, perfection. God does not need because He is the fullness of perfection. Man needs because he is in-herently imperfect, limited by his potencies. Man needs on three levels because he is subject to three types of imper-fection or limitation: physical, psychological, supernatu-ral. His eating, drinking, working, recreating are remedial of his physical needs. His prayers, reception of the sacra-ments, practice of the virtues are aimed at satisfying his supernatural deficiencies. He can grow normally on nei-ther of these two levels unless these needs and deficiencies are met. The same must be said of his psychological perfectibil-ity. Man is mentally and emotionally imperfect. He needs to grow and to be fed in his intellect and will and emo-tions. He has psychological needs that donning a religious habit does not delete. He may act as though these needs do not exist. He may ignore them, hoping that they will go away. But they will not. More than that, if they are neglected, they will catch up with him and make him pay a price for his foolishness. For the same reason that bodily needs arise from incom-pleteness and imperfection in the organism, so do psycho-logical needs arise from an incompleteness and imperfec-tion in one's mental-emotional life. Man needs precisely because he is an unfinished being seeking ends as yet un-attained. Meeting Psychological Needs in Religious Lile In God's providential plan for man, every state in life is meant to lead its followers to a rich personality develop-ment together with (and we might add, because of) their Psychological Needs VOLUME 21, 1962 523 $.M. REVIEW FOR RELIGIOUS achievement of the beatific vision of the divine Trinity. Marriage aims not only at the preservation, and increase of the human family but also at the individual good o1! husband and wife, and that on all levels, physical, psycho. logical, supernatural. Such is true also of the religiou,,; state, for a vowed consecration to God is orientated toward. both individual and communal goods. From the point of view of the individual good the re-ligious life is directed toward the fulfillment of the. per. son's whole being, the actualization of as many of his po-. tentialities as possible. If it is true that the religious is imperfect on physical, psychological, and supernatural. levels, it follows that the institute must provide for the per-fecting process on all three levels, not only on the first and the third. If it does not so provide, it is harming both the individual and the group. A prolonged unsatisfied psycho-logical need leaves the human person truncated, ill at ease, unhappy, and even at times frustrated and neurotic. More-over, an ill personality is a marked hindrance to the achievement of sanctity. One may dispute whether a neu-rotic can be a saint, but he may not dispute the fact that neurotic tendencies are hurdles in the path to sanctity. They are imperfections, and imperfections can aid one in acquiring holiness only per accidens, incidentally. From the point of view of the common good, the insti-tute hui-ts itself likewise for the obvious reasons that a~ psychologically ill-adjusted member can cripple commu-nity effectiveness, peace, and joy. This member is himself less productive in that part of the community's apostolate committed to him, and he often enough is an impediment to the productiveness of his companions. For the same reasons, then, that a religious congrega-tion is interested in promoting the physical welfare of its members through ,satisfying their bodily requirements, so should it be concerned about furthering their mental wel-fare through meeting their psychological needs. What are these .needs? And how can they be met in the religious context? Realization of. Personal Worth The first of man's general psychological needs with which we propose to deal sends its tap root deep into meta-physical truth. This need sends up a cry from the depths of man's being, a cry that demands of a man that he eval-uate himself rightly, realistically, according to what he is. The metaphysical truth pertinent here is axiomatic: every being is good. Insofar as a thing is, it is valuable; it is a good, good for itself and good for others as well. Surely, to be is immeasurably better for a given reality than not to be. To be a reflection of the divine goodness is likewise a glory for Another. Since reality is good, worthwhile, valuable, it can come as no surprise that deeply hidden in man's psyche is a yearning that he recognize and acknowledge to himself his own value, his own worth. Every man needs to know that he has an intrinsic value, that he isimportant, worth-while. Religious are no exception. Their psychology, like that of the rest of men, reflects the metaphysical law that being is good. Drastic consequences can follow in a man who is really .persuaded that he is worthless.,Selbconfidence is paralyzed and the energetic pursuance of a task becomes almost im-possible: Inferiority feelings may fill the conscious mo-ments of. each day and make healthy prayer and construc-tive thinking mere fond wishes. The man or woman who is devoid of a realization of personal worth is not thereby humble. He or she is ill, psychologically ill. A religious formation in postulancy, novitiate, or ju-niorate that "humiliates" the young candidates into think-ing that they are next to worthless has done both them and the institute a disservice. It is perfectly true that without God we are nothing, but it is just as true that we are not without God. With Him and from Him and through Him we are a great deal. A.realistic self-esteem is not incompatible with the deep-est humility. 0nly exaggerated selbesteem issuch. Christ Himself was well aware of His perfection and infinite worth, and yet He practised the most sublime humility. Priests, brothers, and sisters need to esteem themselves if they are going to be mentally healthy. And there are any number of just reasons for thi~ judgment of self-worth, all of them consonant with humility. We ought to rate ourselves highly because of our God-given rational nature, a nature that marvelously elevates us above the rest of visible creation. If God could judge on the day of'creation that the inanimate earth was "ex-tremely good," what must He think of man whom He placed at the peak of visible reality to rule it? The religious ought to rate himself even more highly because of his state of grace and his unspeakable destiny, the face-to-face vi-sion and enjoyment of the Trinity. He must be precious in the sight of this Trinity, for God became man for his sake and went to the death on a cross for him. What better proof can we have of our personal worth than the fact that God loves us? "For God so loved the world that he gave his only-begotten Son, that those who believe in him may not perish, but may have life everlasting" (Jn 3:16). If God loves us, we must be lovable. Since God's love is communicative of the goodness that He loves, we must grant that He has a special love for re-ligious on whom He bestows the special goodness of a con-secrated vocation. ÷ ÷ ÷ Psychological Needs VOLUME 21, 1962 ÷ ÷ ÷ Thomas Dubay, S.M. REVIEW FOR RELIGIOUS ~2~ A priest, brother, sister are good indeed. And honesty demands that they recognize their goodness. So does their psychological w~lfare. How can the religious life foster both a healthy selb esteem and a salutary humility? The norm must be reality, nothing artificial, nothing exaggerated, nothing.pseudo. Formation personnel must teach humility according to sound principles, such as those of St. Thomas presented in his Summa of Theology. They must not give postulants, novices, and juniors the impression that they are of small worth. They should not so harp on a candidate's faults that he imperceptibly imbibes the unhealthy conviction that he is thoroughly inferior and will be of little use in the apostolate. Like the rest of the human race a religious man or woman simply cannot function smoothly and ade-quately unless he is aware of his basic worth. Novice mas-ters and mistresses must teach this as well as the bases for genuine humility, God's excellence and our utter depend-ence on Him. Those engaged in formation work should heed theology's careful formulation of its concept of hu-mility. It is a virtue which moderates (not destroys) one's desire for his own excellence and prompts him to evaluate himself as he is. Humility, of course, prompts a man to love to be hidden in God and unknown among men, but this is not to say that it encourages inactivity or damages magnanimity. By it "each one regards the others as his superiors" (Phil 2:3), but this does not imply that a man deny his own good. Religious, superiors and subjects alike, foster a salutary sense of self-worth in their companions by a deep and sin-cere reverence, respect, and politeness. We may remark in this connection that those in authority precisely because they are in authority experience a special openness to fail-ure on this point. Especially can the superiors of large communities begin without realizing it to act toward the rank and file as though they were indistinguishable, in-habitants of the religious habit, almost mere numbers in a personnel register. When a higher superior, for example, treats a sister indifferently, coldly, or with an artificial smile or greeting, who can be surprised if the sister sees this coldness as a reflection on her personal value? If this sort of treatment is repeated by enough people, we can at least fear that this religious' need for a wholesome self-esteem is being shoddily met. What we say of superiors in this context applies also to companion religious.4 ll should show reverence to all: old toward young as well as young toward old, well-educated toward the less well-educated as well as vice versa. The fundamental reverence of religious for one another is founded on more substantial grounds than age and ad-vanced degrees. One may argue that people striving after perfection ought not to need small marks of politeness and esteem in order to maintain and further their psychologieal health. Possibly so. But the hard fact remains that these people are human and many of them do need this food for their personality growth. The common life, unless well lived, can have a damag-ing effect on a man or woman's need to be considered an individual. While this life is good and conducive to hu-mility, yet that goodness does not .imply that commonness and individuality must always be opposed. We feel that a religious' need for self-esteem is properly answered by small marks of indir~idual consideration: praise for a work well done, .greeting on his feast day, non-prying inquiry about the family back home, the noticing and considering of personal preferences. These marks of individual con-sideration are not merely psychologically beneficial for the recipient; they are supernaturally advantageous for the one bestowing. What are a word of praise, a feast day greeting, an interested inquiry, the recognition of a prefer-ence but the basic marks of the fraternal love religious are to have for one another: "As long as you did it for one of these, the least of my brethren, you did it for me" (Mt 95:40). We must be careful that we do not restrict our fraternal love to pious affections at prayer. These latter must be prolonged into the hard arena of daily contact. A superior especially can contribute to a subject's sense of personal worth in a number of inconspicuous ways. A word of commendation for work well done means even more for a religious when it issues from his superior than when it comes from an. equal. Then, too, the man or woman in charge should not be above asking for ideas and opinions and advice from subordinates. Even aside from the obvious benefit that will accrue to him, he will aid his fellow religious in realizing that their views are valued and hence that they themselves have value. Further, a superior should be generous in providing an unrushed hearing to any who wish to approach him with their problems. This is especially true of religious women. One can easily ap-preciate the psychological harm done when a sister finds that her superior seldom has time to see her or, when she is available, b~ushes the sister off in summary fashion and with a pat a.nswer that solves nothing. The sister may draw the conclusion, and unfortunately there is basis for it, that administration and reports are more importantin the su-perior's eyes than the sister is. A superior should likewise make an effort to initiate and provide conveniences for individuals: the use of a car, a bit of extra rest, the pur-chase of a useful tool of employment, an unusual but needed permission. Superiors must be concerned not only with the common welfare of the group but also with the 4, 4. 4- Psychological VOLUME 21, 1962 4. Thomas Dubay, S.M. REVIEW FOR RELIGIOUS 52g particular needs o[ individuals. In large communities this kindly foresight requires a generous heart together with a gift for detail, but no one can deny that it contributes not a little to a family' spirit and a healthy sense of personal Worth. Finally, the superior should encourage his subjects to use their initiative and develop their talents. Even when he must refuse a permission in an "initiative matter," he should do so with open reluctance and should leave the re-ligious with the impression that more new ideas will be welcome in the future. Then there is the question of corrections. Badly exe-cuted they can do notable psychological damage, espe-cially with the young and with timorous souls beset with the fringes of inferiority feelings. As a class religious are better able to receive corrections with a reasonable out-ward equanimity, but one would be naive to think that most of them are exempt from a more or less deep inner pain. Nor are most exempt from sustaining psychological harm especially in their early years in the religious life from too frequent or clumsily executed corrections. We are not opposed to corrections. Healthy realism de-- mands that a man recognize the fact that he is going to err and to fail and that at times he will need correction if not for bad will at least for faulty judgment. But we are op-posed to damaging corrections, corrections that leave the subject with the limp feeling that he must be of small value to the community, rather tolerated than appreci-ated. To avoid this sort of result, a superior should correct with moderation as regards both frequency and manner. He should be on the lookout for mitigating circumstances and let the subject know that he recognizes their presence. He should rarely hop on first offences and be extremely circumspect about correcting in public or in the presence of others. In addition a sister superior especially (men at times need the same caution) must be fair and operate according to her intellect rather than her feelings. Unless she already possesses a sympathetic understanding of human weak-ness, she should attend carefully to the acquisition of a balance that steers a middle course between a laxity that overlooks everything and a rigorism that never winks at a defect. Sense of Accomplishment Closely allied to the sense of personal worth is the sense. of achievement or accgmplishment. The latter tends to in-sure the continuation of the former. If a man never achieves anything, he will soon doubt that he is worth anything. There is a deep metaphysical truth hidden in this psy-chological need just as there was in our previous one: op- eration follows on essence. As a being is, so does it act. A duck cannot act like a squirrel, and a borderline pupil cannot perform like a geni.us. And so if a man does not produce, he is likely to conclude (perhaps with a violation of logic) that he .cannot produce; and if he cannot pro-duce, he must not be much. Though the logic may be par-tially faulty, the damaging effect of repeated failure on one's sense of personal worth is a given fact of life. A saint may come through a series of this-world failures with his psychological equilibrium undisturbed, but that is due to the fact that he knows he is succeeding in the far more im-portant business of attaining God. Even a saint is not ex-empt from the laws of psychological needs and their ful-fillment. The priest's, brother's, or sister's need for some measure of success should be met predominantly in the realization that he is succeeding as long as he is pleasing God. This religious may be a poor preacher or a mediocre teacher; but as long as sincere effort springing from supernatural motivation is a part of the picture, he should experience a sense of accomplishment. He is succeeding. He is worth something. However, we must face the fact that even religious who are supernaturally motivated will be aided in maintain-ing a sense of personal value by at least moderate success in their fields. The responsibility of a religious community in aiding its members to achieve this success devolves chiefly on superiors, major and local. They can discharge this duty in several ways, 1. Major superiors should see to it insofar as such is possible that religious are adequately prepared for the tasks to which they are assigned. This is especially true of the young woman who by nature is usually more appre-hensive about facing a new task than is a man. One does not need a lively imagination to gragp the impact felt in the heart of a young sister entering her first classroom knowing rather little about her subject matter and per-haps less about methods of teadaing and the keeping of discipline. She is going to have a hard time achieving a sense of competency, if she ever does achieve it at all. 2. On differing levels of responsibility both major and minor superiors must take care that they do not assign work too difficult for given subjects. One is asking for trouble if he assigns to the teaching of philosophy a man who is slow in abstract thinking or nursing to a woman who is short on practicality. 3. Again, both major and minor superiors must moder-ate the work load in their communities. A priest, brother, or sister who has too much to do is either going to suffer damage on the physical level by overwork or on the psy-chological level by the conflict resulting from his failure 4- 4- 4- Psychologiral Needs VOLUME 21, 1962 529 + ÷ ÷ Thomas Dubay, $.M. REVIEW FOR RELIGIOUS to do it well. Time pressure and overwork are perhaps the single most urgent problem American religious, as a group face today. It has ramifications in more areas of the re-ligious life than is within the scope of this article to detail. Superiors should take it in hand--and resolutely. 4. Any modern business knows that if it is to survive, compete, and succeed, it must be housed in an adequate plant and be equipped with efficient tools of operation. If a religious is to be given a reasonable opportunity to com-pete with his secular counterparts in school or hospital and attain a sense of success in his work, he, too, needs adequate tools. Principals in our schools and administra-tors in our hospitals should see to it that their religious collaborators are given the equipment, books, and sundry aids that will enable them to achieve satisfactorily. 5. We are all aware that it is bad policy for a mother ceaselessly to correct her children from dawn to dusk. Ex-cessively severe discipline makes them nervous and can give rise to resentment feelings and/or an inferiority com-plex. But we may forget that a mature adult is not im-mune from these deleterious effects of an over correcting superior. While a religious superior has an obligation by reason of his office to secure the observance of the commu-nity's constitutions, he need not feel that nothing at all may be overlooked. Nor ought he to emphasize the failures of his subjects. If circumstances suggest that he discuss a notable failure with the religious responsible for it, he should discuss it. Yet at the same time he should praise what can be praised in the situation and he should assidu-ously avoid discouraging a timid person or one already prone to believe himself next to useless. Sister superiors especially need circumspection in this area, since women are probably more inclined than men to discouragement in the face of a difficult task. They need encouragement more than blame when they err. 6. Superiors and subjects alike can promote the sense of achievement in one another by the sincere commenda-tion of success. Most religious, we should hope, are ma-ture enough not to nourish a vanity over the compliments their cbmpanions pay them. If a particular relig!ous be-lies Our hope, we can for the most part skip complimenting him he has already too much of a sense of achievement. Others, however, are aided by a kind word of recognition, and we further their welfare by offering it to them. Such, then, are the first two general psychological needs that.must be met in the religious context: a realization of personal worth and a sense of accomplishment. We shall .pursue in a concluding article a discussion of further gen-eral needs of religious men and women, and we shall add several considerations concerning those of sisters in par-ticular. ROBERT J. ROTH, S.J. Contemplation in Action ¯A Clarification More and.more frequently in recent years the phrases "contemplation in action" and "finding God'in all things" are being used as titles of articles, books, and chapters in books. To a large extent, the treatment of these themes has been confined to technical works of asceticism written for religious, but these topics are beginning to find their way into articles and add(esses dealing with the lay apostolate and are being received with enthusiasm by the layman. This interest on the part 0f the layman has been in-spired in great measure by the growing appreciation of the important role that the laity must play in the apostolic mission of the Church. Laymen are everywhere urged to be mindful of the implications of baptism and confirma-tion whence flow their privilege and obligation to assist the hierarchy in the christianization of the world. Such activity is to be exercised by men and women in a wide variety of situations and in all walks of life. Further, one can easily see that a person engaged in.such activity needs a type of spiritual life which is suited for the work that is to be undertaken. An apostle, and here we mean primari!y the lay apostle, must be a very active per-son if he is to fulfill his commitments to his family and his job and unify these commitments in the fullness of the one Christian, apostolic life. He requires a spiritual life which is geared for action, which permits him to live a deep interior life in the midst of absorbing activity. No better theme could be chosen, it is said, than that expressed by the phrases "contemplation in action" and "finding God in all things." Moreover, an. appeal is sometimes made to authority in the person of St. Ignatius Loyola who exemplified in his life the ideals contained in these phrases and who incorpo-rated them into a type of spirituality which is known as "Ignatian." One can cite texts from his writings where he ÷ ÷ ÷ Robert J. Roth, s.J., is professor of phi-losophy at Fordham University, Ford-ham Road, New York 58, New York. VOLUME 21, 1962 Robert Roth, S.]. REVIEW FO~ RELIGIOUS enjoins the shortening of .the time given to formal prayer so 'that the apostle c~n be off and away on some apostolic venture. The ideal Ignatian man is portrayed as one streamlined for action, unhindered by long periods of prayer and liturgical service. Such a man must be able to do without long spiritual exercises and in this he is not taking anything away from God. Rather he must be a "contemplative in action," he must learn to "find God in all things." Naturally this ideal will appeal to the active man who has already experienced the di~culty of joining a dee[, spiritual life with an intensely active one. It is especially appealing, perhaps, to the American, who, not without reason, is called the activist, the practical man, the man of action. That such interest in working out an appropriate spirit-ual life has been awakened in recent years is a clear sign that many people, both cleric and lay, are becoming alive to the sense of what it means to be a" Christian, to be a member of the Mystical Body. It would be unfortunate, however, if one were to stop short at catch phrases and to use them in entirely different ways while remaining under the illusion that he is using them in their original sense. Whatever else was meant by the phrases "contemplation: in action" and "finding God in all things," they never stood for a heedless rush into external activity, a substitu-tion of external work for a deep interior life or of action for prayer. This is not to say, at this point at least, that such substitutions are harmful. That they are harmful will, I hope, become clear as we proceed. But what we wish to emphasize first is that such substitutions radically alter the meaning which these phrases originally had. Therefore, as long as interest has been aroused regard-ing the type of spirituality best ~uited for the lay apostle in modern times, it would be profitable to examine closely our two phrases in their historical context so that we may understand their original meaning.1 At the end of the dis-cussion, some may judge that such a meaning has little validity/today; but at least we shall, have satisfied ourselves that we have examined the matter carefully, and, by way of elimination at least, our future procedure will be a bit clearer. Actually, in the judgment of the present writer, 1 Perhaps the best treatment in English of this subject, a work which was followed closely in the preparation of this paper, is Joseph F. Conwell, s.J., Contemplation in Action: A Study in Ignatian Prayer (Spokane: Gonzaga University, 1957). Other excellent works on the same subject are: Jean Danidlou, "The Ignation Vision of the Universe and of Man," Cross Currents, 7 (1957), pp. 357-66; Alexandre Brou, S.J., lgnatian Methods ol Prayer (Milwaukee: Bruce, 1949); Alexandre Brou, S.J., The Ignatian Way to God (Milwaukee: Bruce, 1952); William J. Young, S.J. (ed.), Finding God in All Things: Es-says in lgnatian Spirituality (Chicago: Regnery, 1958). anyone who understands the meaning of these phrases will see implications which are valid for the contemporary layman. In order to understand the meaning given by Ignatius to the two phrases in question, it would be well to examine the prayer proper to the order which he founded since the two phrases are really expressive of that prayer. In turn, the nature of !gnatian prayer can best be understood by examining the end oi- purpose 9f his order. Our proce-dure, then, will be through an examination of the purpose of the Society of Jesus to come to an understanding of Ignatian prayer and thence to an understanding, of the two phrases under discussion. What, then, was the nature of the new order founded by Ignatius Loyola in the middle of the :sixteenth "century? Its purpose, perhaps broader than any yet envisioned, was the salvation and perfection of self and of neighbor, in-cluding the defense and propagation of the. faith and the spiritual and corporal works of mercy--in brief, any work that had in view "the greater glory Of God and the good of souls." What must be emphasized is that the goal envisioned in-cludes salvation and sanctification of others as well as of self. At first glance, this goal may not seem to be particu-larly unique. The mendicant orders of the late Middle Ages had already, dedicated themselves to apostolic ac-tivity. Moreover, the second great commandment has al-ways been love of neighbor; and every spiritual orienta- .tion, whether it be of a religious order or of an individual Christian, goes out to others as well as to self. Even a con-templative religious or a bed-ridden layman can further the spiritual welfare of his neighbor by example, prayer, and sacrifice. This is at the center of the whole doctrine of the Mystical Body and has been given expression in a beautiful way by Pope Plus XlI in his encyclical: Deep mystery this, subject of inexhaustible meditation: that the salvation of many depends on the prayers and voluntary penances which the members of the Mystical Body of Jesus Christ offer for this intention, and On the assistance of pastors of souls and of the faithful, especially of fathers and mothet;s of families, which they must offer to Our divine Savior as though they were His associates3 But what is perhaps unique in the Ignatian goal, giving it a distinctive note, is the importance accorded to the ÷ salvation and sanctification of neighbor. This aspect 'is ÷ not accidental but essential to the Ignatian ideal, and the Ignatian apostle will fail in his vocation if he does not Contemplation deeply concern himself with others.3 In this respect, one in Action ~ The Mystical Body oI Christ (New York: America Press, 1943), p. 21. s There is no attempt here, of course, to minimize the primacy of VOLUME 21, 1962 Robert Roth~ REVIEW FOR RELIGIOUS can look upon the salvation and perfection of self and that of neighbor not as two goals but as two aspects or compo-nents of a single goal. Or to put it in another way, concern for self and concern for neighbor as described above move in a circle (in this case not a "vicious" one!); that is, the more one perfects himself through contact with God, the more he can accomplish for his neighbor. And in.turn the more one labors for others the more he develops virtues within his own soul; for example, charity, zeal, patience, humility, faith, confidence in God, and self-sacrifice. This concept breaks completely with the picture some-times given which compares the perfection within the soul to a reservoir storing up water to be carried off to whatever place may need it without any return to the source. Work for neighbor shou!d not be considered ex-clusively as a drain on one,s supernatural resources; it can also be a means of increasing the perfection within the apostle's soul.4 This orientation will have its effect on one's outlook towards his natural talents, gifts, skills, and abilities. These are given not merely for the furthering of one's own su-pernatural development. They must be brought to their highest potential and used to their fullest capacity in order to advance the we/fare of others. This orientation has an effect too on the direction given to the life which one leads. Whereas members of the older, monastic orders, and to a large extent of the newer mendicant orders, dedicated themselves primarily to formal prayer, long "liturgical services, especially solemn Mass and the chanting of the Divine Office, the members of the order founded by Ignatius sharply curtailed these exercises and gave them-selves wholeheartedly to the active apostolate in any work dictated by time and plaice. We are now in a position to move from the Ignatian goal to Ignatian prayer. First of all, if the former is apos-tolic, so too is the latter. It is designed to help souls. Ft. Joseph Conwell, S.J., states that this affectsthe orientation one's own salvation and sanctification. We need only to recall St. Paul's precaution against becoming a castaway. But the opposite ex-treme should also be avoided where, out of selfishness or excessive caution and fear or even sloth,.one would ignore the salvation and sanctification of others. In this regard, we would raise the question as to whether an individual could s:ive his own soul by deliberately excluding the salvation of neighbor, or whether he could reach the full perfection of the Christian life without being deeply concerned with the spiritual welfare of neighbor by prayer, example, sacrifice, and, when possible, good works. ~ Even this picture should not be exaggerated, for again we must recall St. Paul's warning and also his remedy against exhaustion of spirit which consists in refreshing the soul from day to day (9 Cor 5:16). The main point made here, however, is that work for one's neighbor should not be considered a mere waste as far as one's per-sonal spiritual development is concerned. of prayer rather than its content. Prayer should arouse a great thirst to help souls; otherwise the devotion found in in prayer, even though good in itself, would be danger-ous. 5 When the Ignatian apostle prays, he is no longer praying as an individual. He prays as one intimately in-volved in the apostolic mission of the Church. Conse-quently his prayer is to be a help for the souls of others as well as for his.own soul, and his prayer is to be the in-gpiration of apostolic activity. Secondly, at times the individual will have to curtail the periods devoted to formal prayer in order to engage in the apostolate. This helps us to understand the some-times strong statements of St. Ignatius arid of Father Jer-ome Nadal who officially interpreted find promulgated the Constitutions of the newly-fo~'med order, against cer-tain prominent members of the order. These latter had a tendency to look upon prayer as an end rather than as a means and to place perfection in the passing of long hours inprayer and penance.~ It was necessary to censure protracted recollection and solitude, and by these were meant such as would withdraw one from the task of help-ing his neighbor. There will be times when the apostle must forego.the consolation and quiet of formal prayer in favor of the active apostolate. In doing this he should .not be disturbed but should be assured that he is acting according to his vocation. But one must point out with equal emphasis that the apostle cannot entirely forego recollection and solitude. This balance, I think, is an answer to those who would view the Ignatian ideal as an excuse for feverish activity without the quiet of formal prayer and recollection. As we shall see, the emphasis on shortening formal prayer would seem to be relative; relative, that is, to the amount prac-ticed by other orders while the amount that is left is con-siderable. Let us pursue the matter a bit further. So far we have seen that the Ignatian goal is apostolic, that it comprises the he!p of self and of neighbor, that these two cannot be attained in separation, ~hat consequently Ignatian prayer is apostolic, aimed at helping others as well. We are now able to understand that which was unique in Ignatian prayer, especially in its relation to activity. There is one way of explaining this relationship which, while good and salutary, isnot precisely Ignatian. Accord- ~ Conwell, op. cir., pp. 69-70. 0 In taking their stand; neither St. Ignatius nor Father Nadal had any intention of passing judgment on the superiority of one type of religious order over another. It was a question of clarifying the goal and hence the spirituality proper to the Society of Jesus. This task took some time since.in important ways the orientation of the new order differed from that of others existing at the time. See Brou, The Ignatian Way to God, Chapter 7 and passim. + + + Contemplation in Action VOLUME 211 1962 535 4. 4. 4. ing to this view, one would look upon prayer and activity as two distinct steps. Thus one would engage in formal prayer in order to receive grace, motivation, and inspira-tion for apostolic activity. He then turns from prayer to activity and in the course of that activity prayer as such ceases. In fact, activity may be looked upon as an obstacle to prayer, something to be taken up and completed after which one returns to prayer. Ignatius wanted more than this. He wanted to bridge the gap, to eliminate the line, as it were, between prayer and activity. There are not two stages but only one; that is, continued prayer and contemplation even in the midst of action. In this sense, action literally becomes prayer. Ft. Conwell expresses it as follows: It is not enough, therefore, that prayer incline to the apos-tolate; it should carry over to the work itself. There can be no question of a life of prayer and a life of action with a huge gulf in between. Prayer should not only incline to the apostolate but bridge the gap between them, even more, close the .gap, fill the gap, so that no gap exists between prayer and actxon . Not only does prayer lead to action, not only does it accompany a man as he crosses the threshold of the apostolate, but it pene-trates the entire action. Not only is there a connection between prayer and action, but a vital union of the two, the same spirit vivifying both. Action has become a prolongation of prayer, or to put it another way, prayer is prolonged by action itself? We can see, then, that the purpose of both prayer and apostolic activity are the same; namely, union with God. This means first of all union of intellect where under the divine light we share His vision of the universe. In some dim but definite way we have in the very course of our activity an increasing awareness of the divine mission of salvation and sanctification carried on by the Mystical Body in the people with whom we come in contact and in the circumstances and events in which we find our-selves. All things great and small--the whole created uni-verse in its natural and supernatural dimensions, the events of i~dividual~ and of nations, the growth of the Church, ordinary, everyday events--all become meaning-ful as we see in them the unfolding of the divine plan. Union with God in prayer and activity means also a conscious union of the will with God, especially in charity. It is charity which brings the individual to prayer and action and it is charity which consciously animates his actions, giving them meaning, direction, and unction. In being united more fully to God by charity, the soul also comes to love more fully the divine plan of salvation and all things in Him; love moves out also to one's neighbor, and this in turn inspires him to spend himself the more in works of zeal for the salvation and sanctification of the world. ~ Conwell, op. cit., pp. 72-73. All this applies not only to works which are in them-selves apostolic, for example, the preaching of the word of God or the dispensing of the sacraments, nor does it apply only to works upon which one has just meditated and to which he goes under the proximate impetus of that prayer. It applies also to works upon whi~:h he'has not specifically meditated and to works, events, and circum-stances which are not directly apostolic; for example, the teaching of mundane subjects and even the directing Of games for active youngsters. Hence the apostle contem-plates and finds God in the action, any action, which he is performing and performs the action precisely because in it he does find God. Viewed from this aspect, activity need no longer be looked upon as an obstacle to prayer. "The revolution accomplished by St. Ignatius showed that that which ap-peared to be an obstacle could become a means.''s Ac-tivity now joins hands with prayer in enabling the soul to attain union with God, to "find God in all things," in action as well as in prayer. It is from this viewpoint, too, that St. Ignatius himself along with the apostle whom he attempts to fashion is called a "contemplative likewise in action," and the prayer that he practices is termed "con-templation in action." Moreover prayer of this kind does not withdraw a per-son from action nor does it distract the active person from being absorbed in the matter at hand. It enables him to go deeper into i.t, to immerse himself in it precisely be-cause in doing so his intellect understands deeper dimen-sions of the divine plan and his will is consumed with greater love for God and for all His creatures. What has been said should be enough to help us catch a brief glimpse of the profound meaning behind the Ig-natian phrases, "contemplation in action" and "finding God in all things." They express the spiritual orientation achieved by Ignatius himself during his own lifetime of continued growth in holiness and union with God. They express also the ideal which he proposed for the members of his own order. We must, of course, recognize that it is an ideal which in its fullness will be achieved but rarely by his followers; but it is nonetheless one which can be striven for and attained in increasing perfection according to God's grace and one's cooperation with grace. We may now ask about the training which Ignatius prescribed for the members of his order so as to bring them to such a high ideal. First of all, it cannot be the result merely of daily morning prayer, as though the thoughts and affections that unite one to God in the morning medi-tation carry through the day so that we find God in every- Jean Dani~lou, op. cit., p. 364. 4. 4. 4. Contemplation in dction VOLUME 21, 1962 ÷ ÷ ÷ Robert Roth, S.]. REVIEW FOR RELIGIOU~ 538 thing. "This is an oversimplification. For there is besides a deeper continuity with a richer and broader and deeper background of prayer than the morning meditation."" There are presupposed the various trials of a two year novitiate with a retreat of thirty days in which the indi-vidual experiences the full Spiritual Exercises or Ignatian retreat. It is the Spiritual Exercises which lay a foundation for the development of a life in God. They develop a deep union of the soul with God by bringing about the illumi-nation of intellect and impulsion of will so important for the attainment of the ideal of Ignatian prayer. In addi-tion, it is presupposed that the individual will continue a program of spiritual practices which include daily Mass, mental prayer, and two examinations of conscience, and throughout the year an annual retreat of eight days and the other ascetical practices necessary for growth in holi-ness. From all this it is clear how superficial is the inter-pretation which sees in the notion of contemplation in action an invitation to set aside any concept of a deep spiritual life so as to rush off into activity. In the course of our discussion, we have insisted on the original meaning of th~ two phrases in question and on the type of spiritual program needed to reach the ideal contained in these phrases. It would be inaccurate, not to say disastrous, to interpret this as an attempt to belittle or hinder the progress made in recent years in helping the Christian to find God more easily in his daily life and to make his prayer life more consciously the inspiration of his apostolic activity. Beyond this there is more than mere pedantry at stake. At its worst, a lack of precision in this regard can lead to the .tendency to do away with a deep spiritual life in favor of activity. "At last we have a 'spir-ituality of action' which enables us to maintain a program of feverish activity without too much worry about a life of prayerI" That such an attitude is naive in the extreme and for-tunately is encountered only occasionally may well be true. Yet one has the feeling that even more careful treat-ments of the question miss the heart of the problem. For if the original meaning.is maintained, a high ideal is pro-posed without a full appreciation of what is required to reach the goal. This can lead to discouragement on the part of those who strive for it and fail because they are ill-prepared. And if the original meaning is diluted, we lose contact with the initial insights of Ignatius'as well as the high ideal proposed by him. Consequently there is also lost the possibility that some lay people today may aspire to this ideal and find in it a means of reaching sanctity in their lay lives. ' Conwell, op. cit., p. 85. We must be aware, of course, that if the layman is to strive for sanctity it cannot be a question of living the life of a religious in the world. And here we have in mind the layman who marries, raises a family, holds down a job, and so forth. This brings up the problem, one which we shall not even attempt to ~tnsw~r here, Of just how such-a person can attain sanctity through an intensely apostolic life. At present we merely suggest that the answer would seem tolie in the direction of discovering what lay spirit-uality really is rather than in watering down the spirit-uality of religious for the layman. This would apply to the lgnatian ideal as well as to any other. We suggest further that there are many aspects of the Ignatian ideal which will provide valuable insights for working out a solution to the problem. This suggestion be-comes especially meaningful when we recall the back-ground of the Spiritual Exercises in which are found the principles of "contemplation in action" and "finding God in all things." The Spiritual Exercises were primarily in-tended neither for Jesuits nor for prospective candidates to the Soicety of Jesus. Anyone can make them. And though Ignatius gave prudent suggestions as to how much of.the Exercises should be given, depending on the health, intelligence, spiritual progress, and occupation of the ex-ercitant, it is clear that he envisioned the possibility of giving to the layman, for the perfection of his life in the lay state, the full Exercises, containing as they do all that we have said about the phrase~ under discussion.1° In any case, our discussion of Ignatian prayer as applied to members of a p9rticular religious order should point up the importance of careful training for the attainment of the ideal proposed. St. Ignatius fully realized that he was aiming high, and he did not leave anything to chance. Hence, whatever form the phrases "contemplation in ac-tion" and "finding God in all things" may take for the layman, if a high ideal is to be maintained there is de-manded a carefully developed spiritual program. That some program is necessary is clear to anyone who takes seriously the statements of recent sovereign pontiffs regarding the deep spiritt~al life needed by those who en-gage in the lay apostolate and Catholic Action. This is true even if we limit ourselves to an ideal not quite as de-manding as the one proposed. So much more true is it for the one under discussion. St. Ignatius, in drawing up the plans for his order, was facing a concrete situation with a concrete spirituality. One could ask whether one man can do the same today for the layman in terms of his concrete situation. It would The Spiritual Exercises of St, Ignatius, trans. Louis J. Puhl, S.J. (Westminster: Newman, 1957), "Introductory Observations," pp. 7-9. 4- 4- 4. Contemplation in Action VOLUME 21, 1962 539 take a very gifted and saintly man. :Perhaps we lesser mor-tals will have to recognize our limitations and Open our minds to the possibility that the task can be done by a team of men, both cleric and lay, pooling their resources to work out-under God's inspiration a spiritual life which will enable the layman truly to be a "contemplative in action," to "find God in all things." + + + Robert Roth, S.]. REVIEW FOR RELIGIOUS 540 THOMAS RADLOFF, S.J. Interpersonal Relationships Christlikeness is the goal of Christian asceticism. The purpose of novitiate and seminary training is essentially a matter of taking the given material of youth--as it is-- and orientating it to a personal commitment to Christ. The basic structure of this asceticism is an interpersonal relationship geared to the Pauline "I live now, not I, but Christ Jesus." Within the structure ~of this relationship, grace building on nature is the dynamic force achieving growth in the deiform life of Christlikeness.1 Neither gra~e nor nature exist in a vacuum; rather, God gives individualized graces that are tailored to the needs of individualized human nature. Youths come to novi-tiates and seminaries already conditioned by environment. The uniqueness of this youth and the uniqueness of his vocational graces must be taken into account if he is to be effectively saturated with the highest spirituality summed up in the epitome of Christlikeness: to love God and to love others.~ " The following pages offer some few, limited reflections on the two great commandments and. the relation of these two commandments to the already conditioned human nature they are meant to permeate. 1 The concept of the life of grace as an interpersonal relationship is not new, but it is a notion that is rece

Issue 14.3 of the Review for Religious, 1955. ; Review for Religious MAY 15, 1955 Empress of America . c.J. McNaspy The Relicjious Life . Pope Plus Throucjh His Blood . Joseph H. Roh~i.g Community Life . Bernard I. Mullahy Third Mode of Humility. ¯ . . c. A. Heri~st Mary and Joseph Find Jesus . " . . Paul Oent Book Reviews Questions and Answers Summer Schools VOLUME XlV NO. 3 RI Vli::W FOR Ri::LIGIOUS VOLUME XIV MAY, 1955 NUMBER 3 CONTENTS EMPRESS OF AMERICA---C. J. McNaspy, S.J .113 SURSUM CORDA . 122 POPE PIUS XII AND THE RELIGIOUS LIFF_;--doseph F. Gallen, S.d1.23 THROUGH HIS BLOOD~doseph H. Rohling, C.PP.S . 139 COMMUNITY LIFE--Bernard I. Mullahy, C.S.C . 141 TI-IE. THIRD MODE OF HUMILITY---C. A. Herbst, S.3 .1.50 MARY AND dOSEPH FIND dESUS--Paul Dent, S.d .155 BOOK REVIEWS AND ANNOUNCEMENTS-- Editor: Bernard A. Hausman~, S.3. West Baden College West Baden Springs, Indiana . 157 SOME BOOKLETS . 164 QUESTIONS AND ANSWERS-- ll. Dismissal of Novice without Giving Reason .165 12. Novitiate Extended until Regular Profession Ceremonies 165 13. Mental Patients with Temporary Vows . 166 14. Changing Constitutions in regard to Mail . 166 15. Handbook for Sacristans . 167 OUR CONTRIBUTORS . 167 SPECIAL ANNOUNCEMENTS . 168 REVIEW FOR RELIGIOUS, May, 1955. Vol. XIV, No. 3. Published bi- " monthly: ,January, March, May; 3uly~ 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 ,January 15, 1942, at the Post Office, Topeka, Kansas, under the act of March 3, 1879. Editorial Board: Augustine G.Ellard, S.,J., Adam C. Ellis, S.,J., Gerald Kelly, S.3., Francis N. Korth, S.,J. Literary Editor: Edwin F. Falteisek, S.3. Copyright, 1955, by Adam C. Ellis, S.d. Permission is hereby granted for quota-tions of reasonable length, provided due credit be given this review and the author. Subscription price: 3 dollars a year; 50 cents a copy Printed in U. S. A. Before writing to us, please consult notice on inslde back cover. Empress ot: America INTRODUCTION o F the world's favorite Marian shrines it may seem surprising that the oldest is on our own continent. Three centuries before the apparitions at Lourdes, our Lady appeared in America and left her miraculous image in Guadalupe, then a suburb, now part of Mexico City. Every year many Americans join their fellow Catholics of the South in paying homage to Our Lady of Guadalupe. Again and again the Holy Father has joined them in spirit, and ten years ago he proclaimed Our Lady of Guadalupe patroness of America, with the title of "Empress." The outline of the history is familiar to all religious. But not all may realize bow completely reliable and authentic are.our sources, Bishop Schlarman's Mexico Land o# Volcanoes indicates a number of scientific historians who have studied the question. Principal among them are Fathers Bravo Ugarte and Cuevas. In the following pages we present a close English translation of a document that goes back to the very period of the miracle and is accepted as historical. It was written by an Indian, Antonio Valer-iano, a relative of the Aztec Emperor Montezuma. Valeriano com-posed his text in his own language, some ten years after the event (December 12, 1531). It was translated recently into Spanish by Primo Veliano Velazquez, and this translation was made from the Spanish. A word about the style. The original, we are told, is written in the very formal style of the period: the Spanish translator has kept this blend of formality and naivet~. The present translator has tried to preserve some of the charm and simplicity, together with what to us might seem artificiality. But his main effort has been to give a faithful version of the document, even to the point of literalness.--C. J. McNAspY, S.J. ANTHONY'S STORY Herein is told how the ever Virgin Mary, Mother of God, our Queen, most marvelously appeared not long ago in Tepeyac, which is called Guadalupe. First she allowed herself to be seen by a poor Indian whose name was Juan Diego; then her precious image was made manifest before the new bishop, Fray Juan de Zumarr~ga; and then came all the miracles which she has accomplished. 113 EMPRESS OF AMERICA Reoiew [or Religious Te'n years after the capture of the City of Mexico, when war ceased and there was p~ace among the peoples, there began to blos-son the faith and knowledge of the true God by whom we live. In those days, in the year 1531, early in the mon.th of December, it b'appened that tber~ lived a poor Indian, by name Juan Diego, arid as it is related, a native of Cuautitlan, which in m~tt~rs spiritual then belonged to Tlatilolco. Very early on the morning of Sal~ur-day, Juan Diego was coming by in order that be might pay wbrsbip to God 'and perform some errands. He arrived at the hill called Tepeyacac when it was dawn. He heard a singing above the hill, a~ singing which seemed the song.of various precious birds, although at times, when the voices of the singers were silent, it seemed "that the mountain answered them. Their song was very gentle and de-" ligbt,ful, surpassing that of the Coyoltototl and the Tzinizcan and the other beautiful birds that sing. Juan Diego stopped to look and said within himself, Can it be that I am worthy of what I am hearirig? It may be I am dreaming. Did I arise from sleep? Where am I? Am I, perhaps, in the earthly paradise that the ancients, our ancestors, spoke of? Or it may be I am in heaven. 'But as be turned his bead toward the east, above the hill, whence the precious heav-enly song was proceeding, it suddenly ceased; and there was silence; and he l~eard himself called from above the hill, "duanito, duan Dieguito." So he m~de bold to go whither he was called, nor was he fright-ened for a moment; but, on the contrary, happily he climbed the bill to see whence .he was being summoned: and, arriving at the summit, he saw a lady standing there and telling him to come closer. Now wb~n he came inl~o her presence he marveled mU'db bet more than human glory, for her clothes did shine like 'the sun, and the rock on which she stood was struck with splendor and ap-pear. ed like a bracelet of precious stones, and the earth shone like a rainbow. The mezquites, nopals, and other different bushes that are usually there seemed like emeralds, their leaves like fine tur-quoises, and their branches and thorns did shine like gold. Juan bowed down before her and beard bet word, very gentle and polite, as. that of one who is. very attractive and much esteemed. She said to him, "Juanito, thou smallest of my sons, .where art thou going?" He replied, "Lady and my Child,.I .must g9 to thy house of Tlati-lolco to attend to divine matters that our.priests, the delegates of our Lord, give and teach us." Then she spoke to him and told him her holy will~ saying, "Know thou and understand, thou "the least ll~t May, 1955 " EMPRESS OF AMERICA of my sons, that I am the ever Virgin Mary, Mother of the true God, by whom we live; of the Creator by whom all things have their 'being; of the Lord of heaven and of earth. Know thou that it is my strong wish that a church be built here for me, in order that I may manifest and bestow all my love, compassion, aid, and protection; for I am thy loving mother, thine, and .mother of all them that dwell in this land and of those others who love me, call upon me, and trust in me. For it is my will to listen to their cries, grief, and sorrows. Wherefore, in order that I may accomplish this my wish, thou shalt go to the palace of the Bishop of Mexico and relate to him that I send thee to manifest to him this strongest de-sire of mine, that he should build a church for me here; and thou shalt relate to him exactly all that thou hast .seen and admired, and that thou hast heard. And know thou that I will be grateful to thee and will repay.thee, for I will make thee happy and thou wilt deserve much that I should reward the work and trouble by which thou wilt obtain what I ask of thee. Take care that thou hearken to my command, my smallest son. Go and strive with all thy might that thou brin~' it about." He then did reverence before her and said, "My Lady, I go now to fulfill thy command; I leave thee for the present, I thy humble servant." Then he went dowh tO do her command, and he went by the road that leads straight to Mexico. Entering the City, he came straightway to the palace of the Bishop, who was the prelate ~hat had newly arrived and who was called Fray Juan de Zumarraga, being a religious of St. Francis. Scarcely had Juan Diego arrived, when he tried to see the Bishop, asking the servants to go and announce him; who after a good while came to call him, for their Lord Bishop had given order that he should enter. And when he had entered, he bowed and genuflected before the Bishop; immediately he gave him the message of the Lady of Heaven, relating.to him all he had admired, seen, and heard. The Bishop, after he had heard all his words and message, seemed not to believe him, for he ar~swered him thus, "Thou wilt come again, my son, and I shall hear thee more slowly, and I shrill con-sider all from the very beginning and shall ponder the desire and wish with which thou hast come." So Juan went out and grew sad, fbr his message had not been in any way accomplished. Now, on the same day, as Juan returned to the summit of the hill, he came upon the Lady of Heaven, who was awaiting him in the very place where he had seen her the first time. Seeing her, he 115 EMPRESS OF: AMERICA Reoiew for Religious prostrated before her and said, "Lady, thou the smallest of my daughters and my child, I went where thou didst send me to carry out thy cofnmand; with difficulty I entered where the Bishop dwelt; I saw him and presented thy message as thou didst tell me. Sure enough, he received me kindly and listened to me attentively; yet, from what he replied, it appeared to me that be did not believe me. He said, 'Thou wilt come again. I shall listen to thee more slowly. I shall examine from the very beginning the desire and wish with which thou hast come.' I understood perfectly by his manner of answering me that he thinks that it may be I made up myself the story that thou dost wish a church to be built here, and that perhaps it is not thy order. For this reason, I earnestly beg of thee, my Lady and Child, that thou entrust tby message to those who are important, well known, respected, and esteemed, so that he may be believed. For I am dust a little man, a string, a little ladder, jus~ a tail, a leaf, a nobody; and thou, my Child, the small-est of my daughters, Lady, art sending me to a place where I never go. Forgive me for causing thee great sorrow and for falling into thy displeasure, my Lady." The most holy Virgin answered,him, "Listen, my smallest son, and understand that many are my servants and messengers whom I can summon to bring my message and do my will. But it is quite necessary that thou thyself should ask and help, and that my will be carried out by thee. I beg of thee, my smallest son, and I strongly command thee, to go again tomorrow to see the Bishop. In my name tell him my will: that be must build the church that I ask. And remind him that it is I myself, the ever Virgin Mary, Mother of God, who send thee." 3uan Diego rel~li~d, "My Lady and my Child, do not be grieved. I shall gladly go to carry out thy command. I shall not fail in any way to do it, nc,r do I think the way is difficult. I shall go to do thy will; now it may be I shall not be heard agreeably; or if I am heard, it may be I shall not be believed. Yet, tomorrow evening, when the sun is setting, I will come to give an account of tby, message and the Bishop's reply. Now I leave thee, my smallest daughter, my Child and my Lady. Meanwhile, sleep well." And he went to rest in 10is own house. On the following day, which was Sunday, very early in the morning 3uan Diego left his house and came straightway to Tlati-lolc6, that he might be instructed in divine things and there be pres-ent for the roll call, and later go to the prelate. After Mass, the 116 Ma~l, 1955 EMPRESS OF AMERICA roll call having been completed., the people dispersed. Juan Diego immediately went on to the palace of the Lord Bishop. Scarcely had he arrived, when he exerted every effort to see him again, but he saw' him only with much difficulty. Juan knelt at his feet, mourning and weeping as he related the command of the Lady of Heaven. Would that the BiShop would believe his message and the will of the Immaculate One to build her church wh~re she said she wanted it. The Lord Bishop, that he might gather more inl~orma-tion, asked him many things: where Juan had seen her and how it had come to pass; and he told the Lord Bishop everything per-fectly. But though he explained exactly how she had appeared and how mu~h he had seen and admired, and that she had revealed that she was the ever Virgin, the most holy Mother of our Savior and Lord Jesus Christ; nevertheless, the prelate did not believe him,, replying that he would not have it to be done on his word and petition alone, but that some sigma was necessary for him to be able to believe that the very Lady of Heaven was sending Juan' Diego'. Hearing this, Juan Diego replied to the Bishop, "My Lord, think of what must be the sign that thou dost ask, for now I shall go "to ask it of the Lady of Heaven who sent me hither." The Bishop, seeing that Juan held to all things without hesitation and retracted no.thing, dismissed him. 'At the same time he com-missioned some men of his house, in whom he could trust, to follow "Juan and watch whither he might go and whomever he might see and with whom he might speak. And this is what came to pass. Although Juan Diego made his way straight and followed the road, those who came behind him lost track of him, where the ravine passes near the bridge of Tepeyacac, and though they sought him every- 'where, they did not see him. Wherefore they returned, not only because they had grown weary, but also because their purpose had been blocked, and this caused them anger. They went to report to the Lord Bishop, urging him not to believe Juan, and saying that :he was but a deceiver and had made up the story, or that he was only dreaming what he had said and asked. Finally they suggested that if Juan should return, they might take him and punish him severely, so that he would never again lie or deceive another. Meanwhile, Juan Diego was with themost holy Virgin, r~lat-ing to her the answer that he brought from the Lord Bishop. And she, having heard, said, "It is' well, my little son. Thou wilt re-turn here tomorrow to bring the Bishop the sign that he has asked. With this he will believe thee, and about this request he will no longer 117 EMPRESS OF AMERICA "Ret~iew .for Religiou, doubt nor suspect thee. And know, my little sonl that I shall repay thy care and the work and weariness that thou hast undergone for me. Well, then, I shall expect thee here tomorrow." But on the following day, Monday, on which Juan" Diego was to bring a sign in order that he be believed, he did not return. For when he arrived at his house he found that his uncle Juan Bernardino had been taken very ill. Straightway he went to summon a doctor and some help. But there were no free moments now, for the ill-. heSS was indeed great. That night his uncle besought him to leave early in the morning and come to Tlatilolco that he might call a priest to come and hear his confession and make him ready, for he was very certain that it was his timeto die and that he would never arise nor be strong again. Early in the morning, Tuesday, Juan Diego departed from his house for Tlatilolco to summon the priest. When he reached the road that was at the foot of the hill'of Tepeyacac, toward the west, where it was his custom to go by, he said, "If I make my way straight, it may be the Lady will see me and will surely stop me so that I may bring the sign to the Bishop as she told me. First, however, let us care for the trouble in hand; wherefore, I should call the priest quickly, for my poor uncle is-surely waiting for him." Then turning to the hill he climbed it and passed over onto .the other side toward the east, so that he might reach Mexico quickly and that the Lady of Heaven might not cause him delay. For he thought to avoid the eyes of her to whom all things fire present in sight. He saw her descending from the hill and with her gaze fixed upon him before even he had seen her. And she came up to meet him at a side of the hill and said to him, "What is it that troubles thee, my smallest son? Whither art thou going?" He was saddened somewhat, or perhaps ashamed or frightened. He 'bowed before her and saluted her saying, "My Child, the smallest of my daugh-ters, my Lady, I hope thou art happy. How art thou this m.drning? Art thou in good health, my Lady and my Child? For I shall bring thee sorrow. Thou knowest,.my Child, that my uncle, thy poor servant, is exceedingly ill. He is stricken by the plague and is on the point of dying. I am now hastening to thy house in Mexico to call one of the priests loved by our Lord to come and hear his confession and make him ready, for we who are born do all await the hardship of our death. And though I am departing to do this thing, yet will I afterwards return hither and bear thy. message, my Lady and my Child. Forgive me. Be, patient for a while. I EMPRESS OF: AMERICA will not deceive thee, my smallest daughter. Tomorrow I shall come and in great haste." After hearing the words of Juan Diego, the most loving Virgin made her answer, "Listen and understand, my smallest son. That Which troubles and afflicts thee is nothing, Do not let thy heart be saddened. Do not fear this illness nor any other illness or anxiety. Am I not here, thy Mother? Dost thou not stand under my shadow? Am I not thy health? Dost thou not rest on my lap? What else then dost thou need? Let nothing make thee troubled or unhappy. Be not afflicted by thy uncle's illness, for he will not die of it at this time. For know that he is already well." (And then it was that she healed his uncle, as was discovered afterwards.) Now, when Juan Diego had heard these words of the Lady of Heaven, he felt a deep consolation and happiness, and asked that she send him without delay to see the Bishop and bring him some .sign and proof, so that he might believe. Then the Lady of Heaven told him to ascend the summit of the hill where he had seen her before. "Climb up, my smallest son," she said, "to the top of the hill; where thou didst see me and I gave thee orders thou shalt find different flowers. Cut them and gather them. Then come and bring them to me." Juan ,Diego straightway climbed the hill; and, when he reached the top, he was astonished to find that thebe had blossomed before their season so great a number of various exquisite roses of Castille; for at that time of the year the ice was very severe. The roses ~ave off a great fragrance and were filled with the dew of night that seemed like' precious pearls. Forthwith he began to cut them, joining them togdther and putting them into his cloak-fold. Now, the top of the hill was not.a place where any flowers grew, for it had many rocks, thistles, thorns, nopales, and mezquites. And even if there had been little plants, at that time it was the month of December in which the frost eats and spoils everything. He clambered down without delay and brought the Lady of Heaven the various roses that he had gone to cut. When she saw them she gathered them in he~ hand and again placed them in his bosom saying, ~'My sr~all-est son, these roses of various kind are the proof and sign that thou wilt bring the Bishop. Thou wilt tell him in my name to see my will in this sign and to carry it out. Thou art my ambassador, worthy of confidencd. I strictly order thee to unfold thy mantle and show what thou art bringing before the Bishop alone. Thou wilt relate everything. Thou wilt say that I told thee to climb to 119 'EMPRESS OF ~IMERICA Review for R~ligious the stimmit of the hill to cut flowers, and all that thou didst see and admire, that thou mightest persuade the prelate to lend his hand in the building of the church which I have.requested." After the Lady of Heaven had given him her charge, be started on the way that leads straight to Mexico, happy and sure of sucdess, carefully bearing his burden in his bosom, so that notbng would fall from his hands, and enjoying the fragrance of the various kinds of beau-tiful, flowers. When he had arrived at the palace of the Bishop, the majordomo and other servants of the prelate came out to meet him. He asked them to tell the Bishop that he wished to see him. Yet none of them was willing and acted as if they had not heard him, because it was very early; or perchance they had recognized him and thought him a nuisance. .Besides, they had h~ard from their dompanions how they lost sight of him when their had followed him the day before. Hence, Juan Diego was there many hours waiting. Afte~ a time they noted that be bad been there a long time, standing, downcast, doing nothing. Noticing that he seemed to be carrying something in his bosom, they came near t6 see what it was and to satisfy them-selves. Juan Diego saw that he could not hide his burden withou~ their molesting and manhandling or beating him; so he opened his mantle a little and showed that it contained flowers. They, perceiv-ing that there were various kinds of roses of Castille and re~ilizing that it was not then the season for them to bloom, were greatly taken aback, especially because the flowers .were very fresh, in full "bloom, fragrant and precious, They wanted to take some, but when they dared to touch them they met no success; for when their hands drew near, they saw no true flowers but what seemed to have been painted or'engraved or sewed on the mantle. They went thereupon to tell the Bishop what they had seen and that the little Indian who had come so many times now desired to see him and that be bad been w~iting a long time. Hearing this, the ,Bishop thought that this would be the proof to certify a'nd carry out what the Indian asked. Immediately he ordered Juan to come in. When he entered, Juan did reverence before the Bishop as he had done before, and again relating everything that he had seen and admired, he delivered his .message. "My Lord," said he. "I did what thou didst order me. I went to tell my Mistress, the Lady of Heaven, Holy Mary, the precious Mother of God, that thou didst desire a sign that thou mightest be able to believe me before thou were to make the church where she requested it. I told her 120 May, 1955 EMPRESS' OF ,AMERIC,~ besides that I had given thee my word to bring some sign and proof of her will, as thou. didst demand. She received thy message and kindly granted what thou dost ask, a sign and proof that her will be done. Very early this morning she told me to come again to see thee~ I asked for,the, sign so that thou mightest believe me, which she promised she would give. Immediately she fulfilled the promise: she sent me to the summit of the hill, where I had seen her before, to cut various roses of Castille. And after I went to cut them, I brought them down and she gathered them in her hand and .again put them into my bosom for. me to bring to thee in. person. For, although I knew that at t~e top of the hill there is no place where flowers grow, for there are onl~ rocks, thistles, thorns, nopale~, and mezquites, .I did not doubt. And when I had reached the summit, I saw that I was in a paradise where were all the varied and exquisit~ roses of Castille, sparkling with dew, and these I began to cut. She told me to give them to thee. And so I now" do, so that thou mayest see in them the sign that thou askest and mayest carry out her will,. and-so that the" truth of the words of my message may be made manifest. Here they are; do thou receive them." Then he unwrapped his ~¢hite maiatle which held the roses in its fold. As they were scattered on the floor, all these differentroses of Castille, suddenly there appeared drawn on' the mantle the precious image of the ever Virgin Mary, Mother of God, as it,exists and is preserved today in bei- church of Tepeyacac, which is .called Guadalupe. When the Lord'Bisbop bad seen this, be and all w.bo were there knelt down and greatly admired it. And when they arose they were sad and grieved, for they had gaZed upon the image with their whole heart and mind. With tears of sorrow the Lord Bishop earnestly begged pardon for not baying carried out our Lady's will and command. When he had arisen he loosed the garment from 3uan Diego's neck, the mantle on which appea~ed the image of the Lady of Heaven. And taking it he Went' to place it ifi hi~ oratory. 3uan Dieg6, therefore, at the Bishop's command, remained one day more in the Bishop'~ house. The next day the prelate said, "Now show where it is the will of the Lady of Heaven that her church be built." And im-mediately he invited all to take part in the building. '3uan Diego had hardly indicated where the Lady.of~ Heaven had Ordered that her church be built when he asked permission to leave. Hewished now to hasten home and see his uncle 3uan Ber-' nar~tino, who had been very ill when bedeparted for Thtilolco to 121 EMPRESS OF AMERICA call a priest who might hear his confession and make him ready, on that day when the Lady of Heaven told him that he was already made well. Yet the people did not permit 3uan to return alone, but accompanied him to his house. And when they arrived they saw his uncle, who was very cheerful and felt no suffering. He was very much surprised that his nephew arrived surrounded and honored, and he asked him the reason why they were acting so and doing him such reverence. His nephew replied that when he went to call the priest to hear his confession and make him ready, the Lady of Heaven had appeared to him in Tepeyacac, that she told him not to be distressed, for his uncle was alrea~ly well, and that he had felt much consoled. She had sent him to Mexico to see the Lord Bishop in order to have a church built in Tepeyacac. His uncle re-lated that he was certain that it was she who had healed him at the moment, for he had seen her in the same way in which she appeared to his nephew, and had learned from her that she had sent him to Mexico to see the Bishop. Then had the Lady also told Bernardlno that when 3uan went to see the Bishop he should reveal what he had seen and the miraculous way in which she had cured him; and that he should tell the Bishop to call her (for it was fitting that her blessed image be so called) the ever Virgin Holy Mary of Guadalupe. Then they brought 3uan Bernardino into the presence of the Lord Bishop, to come and tell the story and give testimony in his presence. The Bishop received them both as guests iri his house several days, until the church of the Queen was built in Tepeyacac where 3uan Diego had seen her. The Lord Bishop also brought the holy picture of the beloved Lady of Heaven to the principal church, removing it from the oratory of his palace where it had been, so that all the people might see and admire the blessed likeness. The entire city was moved and came to see and admire the pious image and offer prayers. They were astonished that it had appeared by a divine miracle, for no person in this world painted her precious image. SURSUM CORDA Sursurn Corda is a new review for priests and religious, published by the Fran-ciscan Fathers. Its second number (February, 1955) contains the Address of His Excellency the Apostolic Delegate, Archbishop Carboni, to the First Congress of Religious Women of Australia, New Zealand, and Oceania, held at Rose Bay, Sydney, N.S.W., January 18, 1955. The editorial and business address is: 45 Victoria St., Waverly, N.S.W., Australia. 122 ' Pope Plus XII and !:he Religious Lil:e [EDITORS' NOTE: This valuable compilation of papal texts was made by Joseph F. Gallen, S.3. The first installment was published in our January number, pp. 3-11 ; the second in March, pp. 85-92. In his own iintroduction, Father Gallen ex-plained his selection of texts and his methods of reference. To facilitate reading the present installment, it is sufficient to recall that statements preceded by an asterisk were not made directly and ex.plicitly to or of religious and that all paragraphs ex- ¯ cept number 39 are taken from the Acta Apostolicae Sedis, the first number being the volume, the second the year, I~nd the third the page.] IV. THE VOWS 47. Pouertg. "The law of life itself demands the union of the old and the new that life may be ever the same and yet ever vigorous. Therefore, preserve fully and exactly, that form of religious life for whose observance and expression you have arisen in the Church. Certainly that which your glorious predecessors proposed to them-selves and to their" fellow-religious, also of the future, to be guarded with the utmost exertion, was evangelical poverty according to the law and example of the patriarch of Assisi. What an offscouring .of evils has arisen from the accursed thirst for riches! It is thee cause of wars, seditions, hunger, weakening of morals, of destruction. The abnormal disparity between those of excessive, wealth and those wasted by misery and want gives rise to fatal sources of cor-ruption. An admirable remedy for this calamity and corruption is the example of evangelical poverty. This is the attendant from heaven of the precept of labor, the friend of virtue, the teacher of nations, the protection and glory of the Kingdom of Christ, the most faithful preserver of a better hope. Its glorious standard has been entrusted to your hands; preserve it unstained. It is dishonorable to profess poverty in the dissimulation and fallacies of word and to destroy it in fact. Individual religious institutes, due to their growth and increase, may need more and larger houses. It is licit to secure these, but proper moderation and proportion are to be observed. Do not permit the beauty of poverty that is mani~fest in your habit and clothing to be lamentably clouded by sumptuous dwellings and delicate pleasures and comforts of life nor that your conduct contradict your words." Allocution to Fathers of the Order of Friars Minor Capuchin, 40-1948-551, 552. *48. "But even here a 'due measure and discretion' is to be ob- 123 POPE PlUS XlI Religious served, lest it ever .happen that those [seminarians] who must be trained 'tb 's~lf'-d£ni~aF and evangelical virtue live 'in palatial houses and luxurimls ease.and comfort. Apostolic Exhortation, "Menti Nostrae," 42-1950-685. *49. Chastit~l. "The pries.tly office demands from you,'We might say, exceptional sacrifices, and of these the: most outstanding is the complete sacrifice of one's self in al'legian~e to Christ by celibfic}. You must examine yourselves! If any find that they are incapable of:'observing .celi~ac3(,, We beseech them to leave the seminary and to devote themselves to another calling i~. which they will achieve a morally upright and fruitful life, impossible for them in the sanc-tuary without danger to their own eternal salvation and of dishonor for the Church." Address to theStudents o[ the Roman,Serninarie.s, Colleges, and Institutions, 31-1939-249, 250. ,. 50. "In tl~is earthly exile nothing indeed is more b~autiful, nothing more lovable than the immaculate splendor of virginity that shines from the face, the eyes and the affections and gently excites directs others to heavenly 'things. If the flame of divine charit-y is added to the brightness of this unsullied integrity, the resul{ 'i's something .that deeply moves the minds of men, powerfully attract~ their wills and inspires'them to the noble deeds that Christian virtue alone Can effect." Carbonization of B. M. Capitan,'o and C. V. Gerosa, 42-1950-418. '51. "Watchful and attentive care must be taken to make~sur~ that recruits for the sacred militia have great esteem for chastity, love and preserve it, since it. is one of the' main reasons why they have Chosen this.type of life and" persevere ih this vocation. The faci that in the course of human contactS this virtue is exposed to such great dangers demands that in those Who are to take upon them! selves the dignity of the priesthood purity :should "be of long stand'-:" ing anddeeply rooted. Hence, not only should clerics be ~ad~ aware at the proper time of the meaning of priestly celibacy and of tl~e chas~ffy they must practice, as well as of the obligatiotis entails, but they should also be warned of the dangers they ma~ encounter. Seminarians should likewise be urged to avoid from their earliest years all dangers to purity b~" recourse to those method~ of restraining the passions that are recommended by the masters of the spiritual life. Their progress in other virtues and the richnes~ of the fruits of their priestly zeal will be in proportion to the firmness and constancy' of thei'r control of their passions. Should h young 124 Ma~!, 1955 THE RELIGIOUS LIFE cleric prove to have a tendency to evil and be unable to break off his bad habit after a suitable time of trial, he should be obliged to. withdraw from the seminary before receiving sacred orders." Apos-tolic Exhortation, 'Menti Nostrae," 42-1950-690, 691. 52. "Therefore this modesty is not to be construed as equi'valent to perpetual silenc~ on matters of chastity nor to forbid in the train-ing of character that a temperate and pru'dent word be ever spoken on this matter. In these things youths are to be instructed with suitable counsels, they are to be permitted to manifest their' problems, to ask questions freely, they are to be given sound, clear answers and an explanation sufficient to impart both light and confidence." Allocution to Teachers of the Order of Discatced Carmelites, 43- 1951-736. 53. "Chastity and virginity (which implies also the interior re-nunciation of every sensual affection) does not make the soul a stranger to the world. It rather awakens and develops the energies for greater and higher duties that surpass the confines of individual families. There are today many teaching sisters and sister nurses who, in the better sense of the word, are closer to life than the or-dinary persons of the world." Apostolic Exhortation to the Inter-national Conoention of Teaching Sisters, 43-1951-741. 54. "Today We wish to speak only to those, whether priests or laymen, preachers, public speakers and writers, who have not a word of approval or praise for virginity vowed to Christ, who for years past, contrary to the warnings of the Church and in oppo-sition to her thought, have in principle given marriage the prefer-ence over virginity and who have gone so far as to present marriage as the only means capable of assuring its development and natural perfection to the human personality. Those who speak and write iri this manner are to take cognizance of their responsibility before God and the Church. They are largely to blame for.a fact that We can mention to you only with sadness. Today more than ever there are repeated requests for Catholic sisters from the Christian world and from outside it, and one after anothe¢ they must be given a sorrowful refusal; at times even works of long standing, hospitals and educational establishments must be abandoned--all because vocations are not sufficient for the needs." Address to the Congress of Mothers General, 44-1952-825. *55. "Here We must add, as the holy fathers and doctors of the Church have so clearly taught, that virginity is not a Christian 125 POPE PIUS XlI Review for Religious virtue unless embraced 'for the kingdom of heaven,' that is, unless its motive is to devote oneself more readily" to divine things, greater security in the attainmefit of eternal happiness and finally greater freedom for a zealous devotion also to the eternal salvation of others. They cannot claim the honor of Christian virginity who abstain, from marriage from excessive selfishness,, or to escape its obligations . . . or to make a proud and pharisaical boast of the integrity of their bodies, : . . a virgin is not to refrain from mar-riage as something ugly but because of the beauty and sanctity of virginity . Accordingly, this is the primary motive, the principal reason for Christian virginity: to strive only for the things of heaven and to direct the mind and heart to divine things, to please God in everything, to meditate on Him deeply, and to consecrate body and soul to Him entirely . It is evidently the love of Christ that persuades the virgin to flee to the cloisters of the mon-astery and to remain there forever that she may more freely and easily devote herself to the contemplation and love of her Divine Spouse; it is the love of Christ that profoundly moves her to un-dertake with all h~r strength and even to death works of mercy for her neighbor." Enc~tclical Letter on Sacred Vlrginit~t, 46-1954- 164, 165, 167. *56. "Before entering on such a very narrow path, all whose experience has shown them that they are very weak in this matter shall humbly heed the warning of Paul the Apostle: 'But if they do not contain themselves, let them marry. For it is better to marry than to be burnt.' There are many for whom the burden of per-fect chastity would evidently be so onerous that it could not be counselled to them. In the same way, priests who have the serious duty of counselling youths who say that they feel drawn to the priesthood or religious life are to urge them to give the mattercare-ful consideration, lest they enter on a way of life that they cannot hope to travel constantly and successfully to its end. Such priests are to give prudent thought to this suitability and, if judged ex-pedient, shall seek skilled advice. If a serious doubt remains, espe-cially if founded on the facts of their past lives, priests shall oblige such candidates to give up the intention of entering on the state of perfect chastity and forbid them admission to sacred orders or religious profession." Enc!jclical Letter on Sacred Virginit~l, 46- 1954-180, I8i. 57. Obedience. "Another effect will be that your obedience will 126 May, 1955 THE RELIGIOUS LIFE be established on a perpetually unshakeable foundation. Your stan-dard, your glory, your strength is your obedience. This above all must make you completely docile to the will of your superiors, with-out complaints, without murmur, without that reprehensible criti-cism, the disease of our age, which enfeebles the strength of men and renders their apostolic efforts sluggish and fruitless. The heavy burden imposed by your austere obedience will become light if you are motivated by charity. If charity is present, God is present, be-cause 'God is charity.' Therefore; let there be in you 'charity from a pure heart, and a good conscience, and an unfeigned faith.' " Atlocution to the XXIX General Congregation of the Societ~t of desus, 38-1946-383, 384. 58. "Indeed some praise as the real peak of moral perfection, not the surrender of liberty for the love of Christ, but the curbing of such surrender. The norm therefore to be preferred in the forma-tion of a just and holy person would be this: restrict liberty only where necessary; otherwise, give liberty free rein as far as possible. We transmit the question whether this new foundation 6n which some are trying to erect the edifice of sanctity will be as effective and as solid in supporting and augmenting the apostolic work of the Church as was the one which through fifteen hundred years has been provided by that ancient rule of obedience undertaken for love of Christ . No one is obliged to choose for himself the counsel of perfect obedience, which essentially is a rule of life whereby one surrenders the control of his own will . But words must be understood and accepted according to their obvious meaning, and if this norm is compared with the vow of obedience, it surely does not possess the same supreme value, nor is it an expression of the wonderful example recorded in Holy Scripture: 'He humbled Him-self becoming obedient unto death.' Therefore be is deceived him-self and deceives others who, forgetting the propensities of the soul and the inspiration of divine grace, offers as a guide to one seeking advice about entering the religious state only that new norm. Hence if it is clear that the voice of God is calling someone to the heights of evangelical perfection, without any besitatior~ be should be invited for the attainment of this lofty purpose to offer freely the sacrifice of his liberty as the vow of obedience demands, that vow, We proclaim, which the Church through so many centuries has weighed, has put to the test, has properly delineated and has ap-proved. Let no one be compelled to this self-consecration against 127 PoPE PlUS XlI Review ~:or Reliyfous his will; but if be.does will it, let'no one counsel him against it; above all, let no one hold him back." Address to the Genera[ Con-gress or) the States of Pe.rfectfor), 43-1951-31. 59. "It is certainly of supreme importance that supernatural obedi-ence, motivated by an ardent love of God, should be firmly, insist-ently and fervently fostered, and prevail, according to the norm of their laws; in religious houses. Doesn't the solid support of re-ligious discipline and life have its foundation here? Isn't the past or future success of the great undertakings that religious have and will accomplish to be .attributed solely to the un'iOn of tbeir force's by obedience? You must therefore recognize, r~spect and gladly accept the salutary yoke of obedience as the burden of the brave. However, in our day, in which the machine holds universal sway, wben the mechanical arts bare penetrated everywhere, absorb us and fashion everything to their image, superiors are to be careful not to treat their subjects almost as merchandise or parts Of a ma-cbine but they are always to respect the human person." Allocution to Teachers of the Order of Discalced Carmelites', 43-1951 - 736. V. PARTICULAR VIRTUES 60. Necessity of it)terror life. "But this also, as far as you can, you sbould accomplisb. . . tbat all wbom you can reacb are to be taugbt that notbing is preferable, nothing more necessary than that all should adorn their souls with heavenly virtues and especially that they should foster the divine life from which such virtues arise and grow. Whoever neglects this interior and supernatural life, v~hicfi is nourished by divine grace, whoe~'er devotes himself only to ex.- ternals, even if praiseworthy and adapted to the times, sooner or later realizes that he has given himself to a sterile and perishabl~ work. You know that 'every best gift, and every perfect gift, is from above, coming down from the Father of lights'; therefore, everythin~g also appertaining to the apostolate will be vain and empty unless moved b'y the spirit that is from God." Letter ob the Fifth Centenar~t of the Death of St. Colette, 40-1948-105, 106. 61. "With the same devotion that you cherish religious poverty in external matters you are to accumulate the v~ealth of a true in-terior life and to acquire spiritual riches: love of God and your ~aeighbor, real penance, a knowledge of sacred sciences, and a burn-ing desire to extend the Ki.ngdom of Christ. It is your duty to be conspicuous by a simplicity of conduct, a splendor of goodnesS, a brightness of holy joy, in your sacred ministry humbly to serve 128 May, 1955 "~HE RELIGIOUS LIFE the humble, especially the poorer, whom now evil men by so many evil arts strive to bind to themselves, to favor and assist." Allocu-tion to Fathers of the Order of Friars Minor Capuchin, 40-1948-! 552. 62. "The most active zeal can be closely allied with the quest for the riches of the interior life . An eager external activity and the cultivation of the interior life demand more than a bond of fellowship; as far at least as evaluation and willed effort are con-cerned, they demand that they should march along together step by step. With the growth of devotion~ to exterior works therefore, let there shine forth a cor~espdnding increase in faith, in the life of prayer, in zealous consecration of self and talents to God, in spotless purity of conscience, in obedience, in patient endurance of hardship, and in active charity tirelessly expend.ed for God and one's neighbor . The Church insistently demands of you that your external works correspond to your interior life and that these two: maintain a constant balance." Address to the General Con-gress on the States of Perfection, 43-1951-32. *63. Charity. "But legitimate and well-ordered love of our native country should not make us close our eyes to the all-embracing nature of Christian charity, which calls for consideration of others and of their interests in the pacifying light of love." Encyclical Letter, "Sumni Pontit~catus," 31-1939-549. *64. Prayer. Its necessity. "Your divine vocation is to prepare the way in the souls of men for the love and grace of Jesus Christ. This cannot be accomplished unless you yourselves are already im-bued with that love. Enkindle the love of Christ in yourselves by union with Christ in prayer and sacrifice. By uhion, We say, in prayer. If you ask Us what word We have at the beginning of Our pontificate for the priests of the Catholic Church, We reply: pray, pray more ~nd more, and more insistently! By union also in sacri-fice: in the Eucharistic Sacrifice, but not only in the Eucharistic Sacrifice but also in a certain sacrifice of one's self. You realize that one of the effects of the Most Holy Eucharist is to confer strength to sacrifice and deny themselves on those who assist and receive. The various forms of Christian asceticism may continue to differ with regard to many secondary principles but none of them knows any way to the love of God that does not demand sacrifice also of one's self. Christ demanded this of His followers when He said: 'If any man will come after me, let him deny himself, and take up 129 Reuiew for Religious his cross daily, and follow me.' In explicit language He defined the way to the love of God as the observance of the divine ~com-mandments. Finally, especially to His apostles He addressed that wonderful sentence: 'Amen, amen I say to you, unless the grain of wheat failing into the ground die, itself remaineth alone; but if it die, it bringeth forth much fruit.' " Address to the Students of the Roman Seminaries, Colleges, and Institutions, 31-1939-249. *65. "For such a formation of spirit We recommend prayer above everything else, as We have already said to the students of the sanc-tuary in their first gathering before Us. Pray, pray, pray; prayer is the key of the treasures of God; it is the weapon of combat and of victory in every struggle .for good and against evil. What can-not prayer accomplish by adoration, propitiation, petition, thanks-giving?" Address to Italian Catholic Action, 32-1940-368. *66. Necessity of mental pra~ter. "Genuine and real piety, which the Angelic Doctor calls 'devotion,' and which is the principal act of the virtue of religion, that act which correctly relates and properly directs men to God and by which they free!y and spontaneously give themselves to everything pertaining to the worship ~f God, needs meditation on the supernatural realities and spiritual exercises if it is to be nurtured, stimulated, sustained and is to prompt us to a more perfect life . Since our hearts, disturbed as they are at times by the lower appetites, do not always respond to motives of love, it is also extremely helpful to allow consideration and con-templation ~)f the justice of God to excite us on occasion to salutary fear and guide us thence to Christian humility, repentance and amendment." Encyclical Letter, "Mediator Dei," 39-1947-534, 535. *67. "First of all, the Church exhorts us to holy meditation, which elevates the mind to things of heaven, draws our thoughts to the supernatural and, once our soul has been inflamed with the desire of God, directs it to Him along the path of right reason . Now it is absolutely essential that sacred ministers should most diligently reproduce in their own lives these examples from the Gospel and the virtues of our Divine Redeemer. But just as bodily food does not nourish, sustain and increase life unless it is digested and be-comes part of our own substance, so also unless the priest by medi-tation and contemplation on the mysteries of our Divine Redeemer --who indeed is the supreme and absolute Exemplar of perfection and the inexhaustible fountain of holiness--lives the life of this same Redeemer, he cannot gain control over himself ~ind his senses, 130 Mag, 1955 THE RELIGIOUS LIFE purify his soul, strive for virtue as be should, nor lastly discharge his sacred duties faithfully, zealously and fruitfully . Where-fore, in all truth must We assert that the special efficacy attached to meditation cannot be supplied by any other means and conse-quently that nothing else can replace the practice of daily medita-tion." Apostolic Exhortation, 'Menti Nostrae,' 42-1950-672. *68. Efficac~t of private pra~ter. "There are others who deny any impetratory powers to our prayers and spread abroad the idea that prayers offered to God in private are of little value. Public prayers, that are made in the name of the Church, are those that really avail, since they come from the Mystical Body of Jesus Christ. Such an opinion is false; for the Divine Redeemer maintains closest union not only with His Church, which is His beloved Spouse, but also with each and every faithful soul in it, and He longs to speak with them heart to heart, especially after Holy Communion. It is true that public prayers, since they are offered by Mother Church and because of the dignity of the Spouse of Christ, excel any other kind of prayer; but no prayer, even the most private, lacks its own dignity and power, and all prayer is immensely helpful to the en-tire Mystical Body." Enc~tclical Letter, 'Mgstici Corporis," 35- 1943-235, 236. 69. "But here also there can be a sin of excess. There are some whose extravagant praise of the liturgical forms of the ancient ages easily leads them to a confempt of those of the later centuries and to despise private and popular prayers. Liturgy, which means all forms of worship established by ecclesiastical authority, is something last-ing and living that grows through the cefituries. An attraction for the youthful years must not result in a contempt for the older years . The essential thing in divine worship and the care of souls is always that the followers of the Gospel in the innermost depths of a good conscience seek God, reverence the majesty and the law of the celestial Godhead, do penance for their sins, confess their sins with sorrow and wash away their punishment with works of mercy, acquire grace and live rightly that they may live forever and happily. There are some who eat solid food and some are nour-ished on milk." Homil~t on the Fourteenth Centenar~l of the Death of St. Benedict, 39-1947-455,456. *70. Individual inclinations in praver. "Many of the faithful are unable to use the RomanMissal, even in their native language; nor are all capable of understanding correctly the liturgical rites and 131 POPE PIUS XII Review [or Religious formulas. So varied and diverse are me6's talents and temperaments that it is impossible for all to be moved and attracted to the same extent by community prayers, hymns, and liturgical services. More-over, the needs and inclinations of all are not the same nor are they always constant in the same individual." Encyclical Letter,. "Mediator Dei," 39-1947-561. "71. Multiplicity of prayers. "Above all, do not cease to incul-cate into the minds of all that the Christian life does not consist in the multiplicity and variety of prayers and exercises of piety but rather in their helpfulness towards spiritual progress of the faithful and constant growth of the entire ChurCh." Encyclical Letter, "Mediator Dei," 39-1947,587. *72. "But it should be noted that piety and genuine and ardent zeal for prayer are worth more than a mere multiplicity of prayers." Apostolic Exhortation, "Menti Nostrae," 42-1950-673. *73. Spiritual routine. "When young men perform the same exercises of piety according to a practically unchanging daily rou-tine, we can fear that their interior spirit may not be entirely in harmony with the external practices of religion. By force of habit this can happen to them all the more easily and even grow worse when they leave the seminary and are engrossed frequently in the necessary performance of their duties." Apostolic Exhortation, "Menti Nostrae," 42-1950-689. *74. Externalism. "It is not merely a question of recitation or of singing [the divine office] which, however perfect according to norms of music and the sacred rites, only reaches the ear, but it is especially a question of the ascent of the mind and heart to God so that, united with Christ, we may completely dedicate ourselves and all our actions to Him." Encyclical Letter, "Mediator Dei," 39- 1947-574. *75. Ritualism and Formalism. "But the primary element of divine worship must be interior. For we must always "live in Christ and give ourselves to Him completely . This recommendation the liturgy itself is careful to repeat as often as it prescribes an exterior act of worship. Thus we are urged, when there is question of fast-ing, for example, 'to give interior effect to our outward observance.' Otherwise religion clearly amounts to mere ritualism and formal-ism . It should be clear to all, then, that God cannot be honored worthily unless the mind and heart are elevated to Him in quest of 132 May, 1955 THE RELIGIOUS LIFE the perfect life." Encyclical Letter, "Mediator Dei,' 39-1947-531, 532. *76. "Besides, sin~e they [non-liturgical practices of piety] de-velop a deeper spiritual life in the faithful, they prepare the faith-ful to take part in sacred public functions with greater fruit and lessen the danger of liturgical prayers becoming an empty ritual-ism." Encyclical Letter, "Mediator Dei," 39-1947-584. *77. Humility. "Let the priest not trust in his own strength, find undue satisfaction in the contemplation of his talents, go search-ing for the esteem and praise of men or eagerly long for higher positions. Rather let him imitate Christ, who 'has not come to be served but to serve'; let him deny himself according to the law of the Gospel and be not inordinately attached to the things of earth, that he may the more easily and the more readily follow the Divine Master." Apostolic Exhortation, "Menti Nostrae," 42-1950-662. *78. Necessity, motive, and purpose of detachment. "He g~ce himself to God and to souls entirely, forever, with no hesitancy, with no reserve. Here is the secret of his heroic training for the supreme victory. To give himself completely, he renounced every-thing . It would be folly to renounce everything and oneself only to make a desert bf oneself. This is not what is done; no one has the right to do it. The motive of renunciation is a greater and holier love. Of this you must be deeply convinced, beloved sons of the Institute of th~ Foreign Missions: for love of God, for love of souls your fellow-member was detached from everything and from himself. This detachment and motive are evidently com-mon to all true apostles, but such love is of varying degree accord-ing to the temperament, charactgr, and natural and supernatural gifts of each." AItocution on the Beatification of Alberico Cris-citelli, 43-1951-165, 167. 79. Penance and mortification. "Not all, particularly in our day, understand as they should this kind of penitential life. Many to-day consider it either of little value or wearisome and neglect it entirely. However, we are not to forget that the lamentable fall ¯ of Adam has infected all of us with the hereditary blemish and inclines all of us readily to the allurements of sin. Penance, there-fore, is.absolutely necessary for us, according to the words: 'but except you do penance, you shall all likewise perish.' Nothing is of greater force in restraining the disordered passions of the soul and in subjecting the natural appetites to right reason. When we 133 POPE PIUS XII Revieto for Religious emerge victorious from this struggle, even though we must follow constantly in the footsteps of Jesus Christ and in a certain manner crucify our own flesh, we shall even in this life possess those heav-enly joys and delights that surpass the pleasures of earth as much as the soul does the body and heaven the earth. Holy penance and voluntary mortifications have their own heavenly consolation that the perishable and fleeting pleasures of life cannot give." Canoni-zation of Marianna of Jesus of Paredes, 42-1950-611, 612. *80. Correspondence with grace and self-effort. "Very truly the sacraments and the sacrifice of the altar, being Christ's own actions, must be held to be capable in themselves of conveying and dispensing grace from the divine Head to the members of the Mystical Body. But if they are to produce their proper effect, it is. absolutely neces-sary that our hearts be rigbly disposed to receive them . Em~ phatically, therefore, the work of redemption, which in itself is in-dependent of our will, requires a serious interior effort on our part if we are to achieve eternal salvation." Encgc[ica[ Letter, "Mediator Dei," 39-1947-533, 53.4. VI. MISCELLANEOUS "81. Government. Excessive bureaucraqt. "Finally We wish you to consider a thought that should guide and illumine all your pas-toral act, ion. Dedicate yourselves to it with all your souls. Give to all your activity the personal character of your spirit and your heart. We mean by this that you should be on your guard against an excessive bureaucracy in the care of souls. It is true that the proper management of the parochial office is strictly necessary. Your parishioners, however, must always and in all circumstances sense the kindness and paternal affection that beats in the heart of the pastor. Each and every one of your faithful should feel it, should be able to approach you easily and find in you the help and pro-tection that will fulfill the expectation of his trust." Allocution to Roman Pastors and Lenten Preachers, 43-1951-116. 82. Maternal government. "And now, dearest daughters, We pass on to give you two pressing exhortations. ;Fhe first is that of maternal affection in the direction of your sisters. It is undoubt-edly t~ue, as the psychologists maintain, that when in authority it is not as easy for woman as for man to find the exact balance between severity and kindness. This makes it all the more neces-sary to cultivate your maternal sentiments. Remember that for 134 Mar , 1955 THE RELIGIOUS LIFE your sisters as well as for yourselves the vows demand a great sac-rifice. They have renounced their families, the happiness of mar-riage and the intimacy of family life. This is a lofty sacrifice and of decisive importance for the apostolate of the Church, but it is none the less a sacrifice. Sisters of greatness of soul and delicacy of sentiment feel this detachment most keenly. The words of Christ, 'He that putteth his hand to the plough and looketh back is not fit for the kingdom of God,' find their full application here, also today, and without reservation. But the order should replace the family as much as it can, and on you, the mothers general, falls primarily the duty of breathing the warmth of family affection into the common life of the sisters. You must be motherly in your ex-ternal conduct, in your words arid writings, even when this de-mands self-mastery. Above all, be maternal in your inmost thoughts, your judgments and, as far as possible, in your feelings. Beg Mary, the Mother of Jesus and our own Mother, every day to teach you to be maternal." Address to the Congress of Mothers General, 44- 1952-825, 826. 83. Union. Federation of independent houses. "The prolonged actual living and experience of a confederation can convince you of the great wisdom of the Supreme Pontiff, Leo XIII, in procuring that the various Benedictine families, commonly called 'black Bene-dictines,' be united by the bonds of a brotherly confederation, with-out injury to their own institutes or norms. By the realization of this plan, the autonomy or faculty of living according to their own laws, the original norm that g'uided your monasteries, was in fact adapted to modern times in a salutary and provident manner, since it was demanded by the changed circumstances and the common good. In ancient and medieval times, when communications were more confined, the care of the faithful restricted to lesser necessities and the pursuit of. learning less extensive, such autonomy was more consistent. Aren't the very congregations of Benedictine religious that have arisen in the course of centuries an evident argument that a.fraternal union of effort is desired for the strengthening and per-fecting of discipline? Isn't this proved also by the wider associa-tions that were formed, for example, of Cluny and Bursfeld? If the individual monasteries had remained entirely alone, the Maurine Congregation of Benedictines could not have acquired such high renown for advancing sacred sciences, and elsewhere also the luster of your outstanding fictixiity and solid honor would have been dimmed. POPE PlUS XII Review for Religious In this age, the greater facility of communications, the will that is found everywhere more prone to united efforts, the desire for wider learning, for counsel, the instriaments of zeal necessary for priests and also for missionaries to fulfill the expectation placed in them require federations, demand union. If autonomy is unreason-ably retained, there will be found perhaps monasteries that are unequal to their purpose because, of the small number of religious, and the discipline of the observance of rule can also be weakened and even dangers can gradually creep in." Homily on the _Four-teenth Centenar( of the Death of St. Benedict, 39-1947-454, 455. 84. "For the circumstances of our age, with its much greater facility of communication, the increase in the sacred duties and the greater learning required of ministers of the Church seem to de-mand a union of members. Indeed, the J~enedictine Congregations erected in the past are a proof that the progress of the religious life demands that brothers unite their labors with their brothers." Approual and Confirmation of the Constitutions of the Confeder-ation of the Benedictine Monastic Congregations, 44-1952-521. 85. "In view of changed circumstances there are now many con-siderations which make it advisable and sometimes even necessary to confederate monasteries of nuns." Apostolic Constitution, "Sponsa Christi," 43-1951-13. 86. Centralization. "When the number of houses had so in-creased, the discerning superioress perceived clearly that it is most difficult to attain a unity of religious spirit and to preserve for any length of time union between different houses completely subject to the ordinaries of the" individual places. She realized that no small utility would accrue to the entire congregation i~ it were ruled by a common and uniform government, in which the strength of any institute and the life of religious discipline almost consist. For the attainment of this purpose nothing seemed to her more oppor-tune and suitable than to subject all the houses, whether already founded or to be founded in the future, to the house at Angers and to place a mother general over th~ entire congregation. This intention, although approved by the Bishop of Angers and other very prudent men, gave rise to a serious controversy . These dissensions could not but greatly sadden Mary of St. Euphrasia but were powerless to break her spirit or weaken her constancy. ¯ . . The Sacred Congregation of Bishops and Regulars, on Janu-ary 9, 1835 . approved the intention of the servant of God, 136 May, 1955 THE RELIGIOUS LIFE and Pope Gregory XVI, of happy memory, deignedto confirm this decree in all respects . This same Predecessor of Ours, after the matter bad again been subjected to a thorough examination . solemnly confirmed that decree." Decretal Letters of Canonization of St. Mary of St. Euphrasia, 33-194.1-141. 87. Nuns. Introduction of solemn vows. "All monasteries [of nuns] in which only simple vows are taken shall be entitled to ask for the introduction of solemn vows. In fact, unless there are serious reasons to the contrary, they shall take steps to return to the solemn vows." Apostolic Constitution, "Sponsa Christi," 43- 1951-16. 88. Necessity of at least minor papal cloister. "Papal cloister, either major or minor, is to be regarded as a necessary condition not only that solemn vows may be taken but also that those monas-teries in which simple vows are taken may hereafter be considered true monasteries of nuns according to can. 488, 7°." Apostolic Constitution, "Sponsa Christi," 43-1951 - 17. 89. "If however it appears with certainty that in any monas-tery [of nuns] even the minor cloister cannot regularly be ob-served, that monastery is to be converted to a house of either a congregation or a society." Apostolic Constitution, "Sponsa Christi," 43-1951-17. 90. Unity among rebgious institutes. "Harmony and generous agreement between the different religious families can be very favor-able in attaining such a desirable outcome. Mutual knowledge and encouragement, a holy rivalry cannot but be of mutual advantage. Splendid initiatives are already apparent in this respect; it remains only to perfect them." Apqstolic Exhortation to the International Convention of Teaching Sis'ters, 43-1951-743. 91. Praise of Religious Women. "How could the Church in later and more modern times have fully accomplished her mission with-out the work of the hundreds of thousands of religious women per-formed with such great zeal in education and charity? How could she accomplish it in our day? May your dedication, love and sac-rifices, so frequently hidden and unknown but suffered for love of ¯ Christ to benefit youth, produce in the future, as in the past, a hundred-fold of good! May the Lord reward you for it and pour out on you the abundance of His divine favors!" Apostolic Ex-hortation to the International Convention of Teaching Sisters, 43- 1951-739. 137 POPE PIUS 92. Clerical and religious states. "It is a distortion of the truth to say that the clerical state as such and as of divine law demands .either by its very nature or by some postulate of that nature that the evangelical counsels be observed by its members and that for this very reason it must or may be called a state of achieving evan-gelical perfection . So too, the fact that the priests of the Latin rite are bound to observe holy celibacy does not remove or lessen the distinction between the clerical and the religious states. More-over, a member of the regular clergy professes the state and condition of evangelical perfection not inasmuch as he is a cleric but inas-much as he is a religious." Address to the General Congress on the States of Perfection, 43-1951-29. 93. Exemption. "Again, the exemption of religious orders is not contrary to the principles of the constitution given to the Church by God nor does it in any way contradict the law that a priest owes obedience to his bishop. For, according to canon law, exempt religious are subject to the authority of the local bishop so far as the administration of the episcopal office and the well-regulate~d care of souls require. But even putting aside this consideration, in the discussions of the past few decades concerning the question of exemption perhaps too little attention has been paid to the fact that exempt religious, even by the prescriptions of canon law, are always and everywhere subject to the authority of the Roman Pontiff as their supreme superior and that they owe obedience to him precisely in virtue of their vow of obedience . It is there-fore clear that the primary law of God whereby the clergy and the laity are subject to the rule of the bishop is more than sufficiently observed as regards exempt religious, as it is no le~s clear that both branches of the clergy by reason of their parallel services conform to the will and precept of Christ." Address to the General Congress on the States of Perfection, 43-1951-28, 29. *94. Adequate support. "What is more, Venerable Brethren, We heartily commend the plans that you will discuss to insure that priests be provided not only with means to meet their daily needs but also with assurances of assistance for the future--as We are happy to see done in civil society--particularly for cases in Which they may fall ill, be 'afflicted with chronic ill health, or be weakened by old age. Thus you will relieve them of all anxiety for the future." Apostolic Ex-hor. tation,. "Menti Nostrae," 42-1950-698. .138 Through I-lis Blood Joseph H. Robling, C.PP.S. IF variety is the spice of life in general, it is also, in a sense, the spice of our supernatural life. If, for example, we have been considering certain revealed truths from the selfsame aspect so long that they scarcely impress us any more, it is helpful to con-sider them from some other aspect for a while. Many such variations are possible. Among them is the con-sideration of the truths of faith from the aspect of the precious blood of our Lord. This aspect was adopted very notably by St. Gaspar del Bufalo, who was canonized on June 12 of last year. He is called the Apostle of the Precious Blood, not only because he founded the Society of the Precious Blood in Rome in 1815, or because he fostered the pious union of the same name, but also be-cause in his very effective preaching of missions and retreats in the Papal States over a period of more than twenty years before his death in 1837 he frequently focused the attention of his hearers on the precious blood and from that vantage point drove home his message of instruction and exhortation. For this purpose during his sermons he sometimes held a large crucifix portraying the figure of the bleeding Savior and wore on his breast the now familiar mis-sion cross showing our Redeemer in the act of sacrificing even His own blood for sinners. Considering revealed truths from the aspect of the precious blood, we may profitably reflect, for instance, that no grace whatever comes to us independently of the sacrificial blood of Christ; for no grace is given to fallen mankind except that merited for us by the bloody sacrifice of our Redeemer on the cross. This same sacrifice was fore-shadowed and foretold in the Old Testament and is renewed and perpetuated by the holy Mass in the New. Furthermore, since we receive no grace independently of the precious blood, we also would have no means of grace without it--no Church, no priesthood, no sacraments, no sacramentals, no fruitful prayer. Again, since no one can be saved without grace, we can truthfully say that without the precious blood there would be no saint in heaven nor any soul in purgatory, nor even any just man on earth. Without it there would be neither justification nor salvation for any human .person. The blood of Jesus speaks better than the blood.of Abel (Heb. 12:24). It speaks of our Savior's lo,¢e and foFgivenes.s, of the ~13_9 JOSEPH H. ROHLING reality and extent of His sufferings, of the sacrifice He offered and the price He paid, of the tangible evidence and measure of His love for souls, of the mercy and pardon He holds out to repentant sin-ners, and His nourishing of souls in Holy Communion. It teaches the value of an immortal soul, for with St. Paul every human person can say, "He gave himself up for me" (Gal. 2:20), that is, He sacrificed even His own blood for me. And if our own soul., is so valuable in His sight, so is the soul of every other human being. Therefore, it teaches us zeal for souls and forms a powerful motive for missionary undertakings. It also teaches us the value of suffer-ing. If Jesus was willing to go to the extreme limit of shedding His own blood for me, how can I refuse Him the lesser sufferings and inconveniences and sacrifices He asks of me? Modern man tends to regard suffering as the greatest evil. The precious blood, on the other hand, teaches us that sin is a greater evil, because the Son of God was willing to undergo even a bloody death in order that sin might be taken away. The precious blood also supplies us with important motives for contrition and. amendment, for by sin we offend Him "who has loved us and washed us from our sins in hi~ own blood" (Apoc. 1:5). By committing mortal sin we lose all the sanctify-ing grace purchased for us at the price of our Redeemer's blood. Baptism an'd penance cleanse us from sin and punishment insofar as ¯ they infuse sanctifying grace and thus apply the merits of the pre-cious blood. The sacramental anointing with holy oil in confir-mation and 'extreme unction give supernatural strength to the soul because they apply these same merits in their specific way and for their specific purposes. Holy Orders and matrimony give the special graces for which they were.instituted and in'that way apply the merits of the blood of redemption to the recipients to enable them to fulfill the obligations of their respective states of life. The Holy Eucharist nourishes the recipient on the very blood itself that he may have everlasting life and be raised up on the last day (John 6:56). These examples will suffice to illustrate the manner in which 'we can regard the eternal truths from the aspect of the precious blood. For those who have not been using this approach, it may serve as a welcome variation in their prayer and meditation. St. Gaspar del Bufalo used this approach to great advantage. God blessed his efforts. By canonizing him the Church proposes him as a model for all of us. May we benefit by his example! 140 Community Lit:e Bernard I. Mullahy, C.S.C. yOU often hear it said that one of the principal reasons why there are not more vocations to the religious life is that young people find it hard to give up their social life, or that one of the things young women find most difficult in the convent is the lack of social life. Everyone understands What is meant by this, of course; yet, to suggest that in reality the religious life means a denial of social life is to misunderstand either the nature of the religious life or the true meaning of social life or, more fundamen-tally, the nature of the Christian life and its relation to the re-ligious life. The religious life is not something apart from thi~ Christian life, not even something added on to it; it is the Christian life lifted to its maximum dimensions. The religious life is simply a state which provides the best conditions for living the Christian life in the fullness of its perfection and beauty and splendor. Our religious vows are buta fulfillment of our baptismal vows; and perhaps the fact that so many of us have the habit of renewing our religious vows frequently while .hardly ever thinking of renewing our bap-tismal vows is an indication that we do not appreciate clearly and explicitly enough the vital relation between what happened to us on the day of our profession and what happened to us on the day of our baptism. Religious vocation is a flowering of our original vocation to be Christians, and we would surely have a deeper un-derstanding of the implications of our religious life if we had a fuller and clearer appreciation of the meaning of the Christian life. Now the Christian life is essentially a social life. It is a par-ticipation in the communal life of the Trinity and of the Mystical Body. And it goes without saying that this is the most intimate and intense social life conceivable. If then the whole meaning of religious vocation is to lift the Christian life to full perfection, it follows that one of the main purposes of the religiou's life, particu-larly in its cenobitic form, is to enal~le the Christian to live the sociai life of the Mystical Body and of God Himself in the fullness of its intensity and intimacy. This, it would seem, is the inner meaning of our community life. If we are not sufficiently conscious of this inner meaning, the reason may be that we are in the habit of viewing community life 141 BERNARD 1. MULLAHY Revietv {or Religious too much as a purely disciplinary thing, as something which rigor-ously rules out all singularity; every tendency to withdraw from community recreation and other community functions, every infrac-tion of the common life which might offend poverty in any way: we do not view it in the whole context of the Christian life, nor do we trace it back to its doctrinal and sacramental sources. There are three principal aspect~ of the Christian life: doctrine, worship, and moral action; or, in other words, the three C's: creed, cult, and code. In the spirituality characteristic of our times, there has been a tendency to stress code and moral action in isolation from creed and cult, from doctrine and worship. When this is done the Christian life and the religious life are viewed primarily in terms of asceticism, in terms of spiritual practices which are seen less as acts of divine worship than as exercises to perfect the soul. There is a concentration on sanctifying the will by a pattern of ascetical rules without at the same time illumining and enriching the mind with the doctrinal wellsprings of the Christian life. This tends to make the Christian life a kind of ethical and legalistic thing. Perhaps we have been in the habit of thinking of community life too much from this point of view. Perhaps we have seen it too much in terms of code, and not enough in terms of creed and cult; and it might be helpful for us to try to situate it in its proper context of doctrine and worship. To try to get at the doctrinal source of community life is to ask the question, Where is community life lived in its fullest and most perfect form? The answer, as we have already suggested, is: the Blessed Trinity. The life of the Trinity is essentially a com-munity life. G6d not only has community life, He is community life. He is a community of three Persons whose life,consists in an eternal, mutual outpouring of light and love, an outpouring that is so intense and so utterly altruistic that it constitutes the very per-sonality of the members of the community. Here is community life in its perfection: the personality of each of the members consists in being a living relation to the other members, nothing more, nothing less. Here is the common life in its fullest dimensions: none of the members possesses-anything absolute, anything at all, by Himself alone; everything absolute is shared in common. Here, as in a re-ligious community, the common life is founded on poverty, that mysterious, infinitely rich poverty of the three divine Persons which make it impossible to possess anything absolute as belonging to them personally. 142 Mag, 1955 COMMUNITY LIFE Our religious vows meant an entrance into a community life. So also did our baptismal vows. At baptism a real participation in the infinitely altruistic, communal life of the Trinity was put into our souls; and we were caught up in the intense and intimate social intercourse of the three divine Dersons. From then on we were des-tined to live the community life of the Mystical Body of Christ. From then on our vocation was to live not an isolated or insulated or introverted life, but a life of perfect altruism. This meant that our Christian personality would have to have something of the per-sonality of the three divine Persons; we wduld have to become a living relation to others: our joys, our riches, our prayer would have to be theirs; their poverty, their sorrows, their sufferings would have to be ours. The community life of the Mystical Body is a thing of vast proportions, for it embraces the whole Communion of Saints: the Church militant and suffering and triumphant. The proportions are so vast and the states so different that it is difficult for us while in this life to realize its far-reaching implications. Even if we limit our view to the Church militant, the distances are so great, there is such a lack of immediate contact, and there are so many differences of national traits and cultures and backgrounds, so many divisive forces, that it is not easy for us to have the sense of achieving close social intercourse. The parish is, of course, the natural communal unit in the Mystical Body; but here also differences of backgrounds and occupations and many other things seem to put a limit upon the intimacy and intensity of the social relations. The family, too, has its drawbacks, such as the immaturity of the children, for ex-ample. But in the religious community all these limitations dis-appear; and perhaps we may be permitted to think that one of the principal reasons why God brought religious communities into ex-istence was to provide a state which would have the ideal condi-tions for living the communal life of the Blessed Trinity and of the Mystical Body with the fullest intensity with which it is pos-sible for man to live it here on earth. In the religious state ~ire found the most perfect conditions for reflecting the social life of God. Here everyth{ng is possessed in common, and what belongs to one belongs to all. Here the barriers, the divisive influences, and the differences in interests and o.~cupations so often found in the world disappear. All are inspired by the same common purpose; all are governed by the same religious rule; all are formed in the same spiritual life and .participate in the same spir~ BERNARD I. MULLAHY itual exercises. Here we should expect to find the fullest achievement of social life, the highest form of altruism, the most perfect self-lessness, the least degree' of spiritual introversion. Nowhere should social consciousness be more delicate and strong, more sensitive and refined. Here, as in the community life which is God, there should be a constant outpouring of light and love upon others; and, like a reflection of the members of that divine community, each religious should' be a kind of living relation to all the others. In a word, since the Christian life is essentially a social life and since the purpose of the religious state is to bring the Christian life to its full devel-opment, we should expect to find nowhere more than in a religious community the perfect answer to the prayer of Christ after the Last Supper: "That they all may be one even as thou, Father, in me and Iin thee; that they also may be one in us. I in them and thou in me; that they may be perfected in unity." That this ideal is not always fully realized hardly needs to be mentioned. Everyone knows that, even in the extremely favor-able conditions for social life provided by the religious state, social .maladjustments and social tensions can and do exist, that not in-frequently individualism and spiritual introversion are developed to a high degree. There are undoubtedly a good many reasons for this. But may not one of the principal reasons be, as we have already sug-gested, the tendency to stress the code of the religious state in iso-lation from the whole context of the Christian life? When the religious life is viewed principally in terms of asceticism and dis-ciplinary regulations, when more insistence is placed upon the moral virtues than upon the theological virtues, when the various practices which go to make up the spiritual program are viewed more as exer-cises of the spiritual athlete than as acts 0f divine worship, and when there is more insistence upon self-perfection than upon charity as the goal of the spiritual life, it is hardly to be wondered at if some religious succumb to the temptation to turn in upon themselves and to become spiritually introverted. And, when the official prayer life of the Church suffers at the hands of spiritual individualism and private devotions, when the liturgical life is not lived fully by the religious, and when his community life does not find i~s full and natural expression in the communal worship of the Mystical Body, it seems inevitable that the social implications of this community life will not be brought to fulfillment. Since the Christian life is essentially a social life, it is only natural that the official prayer lif~ of the Christian, the liturgy, 144 May, 1955 COMMUNITY LIFE should be essentially a social worship. And, if the purpose of the religious life is to. bring the Christian life to its ~perfection, are we not entitled to expect that, while each religious society will natur-ally want to insist on its own proper spirituality and spirit, the official social worship of the Church will also be brought to ful-fillment in it? May we not be permitted to suspect that one of the purposes God had in mind in raising up religious communities was to bring about the best conditions for communal worship? It seems incongruous and inconsistent to insist on community life without insisting on communal worship. Yet there are religious congregations which make much of community life in all its minute disciplinary details all the way. along the line (and not infrequently in an all too univocal way which confuses unity and uniformity) until it is a question of worship, and then individualism and sub-jectivism take over, at least to a large extent. We even find paradoxical situations in which private prayer is made public and public prayer private. Nothing could be more. personal and intimate than mental prayer. Yet it is not uncommon to find it turned into a kind of public exercise, with the same subject for meditation read out for the entire community the evening before, and all the same points read out in public during the meditation period the next morning. On the other hand, the greatest public act of worship, the Holy Sacrifice of the Mass, is often treated like a private devotion. It seems, therefore, that the community life of religious needs a rich doctrinal source in the dogma of the Church and a rich sacra-mental source in the liturgy of the Church. And, of course, the sun and center of the whole sacramental background of corhmunity life is the Eucharist. The Blessed Sacrament is the basic foundation for the common life because, as St. Thomas Aquinas points out, it contains substantially the common good of the whole Church. The community, life of a religious congregation will depend in lar, ge measure upon the way in which the Mass is understood and loved by the religious and upon the way it is participated in by the com-munity. In a very particular way, community life will depend upon the attitude of the religious towards Communion. In modern times there has been a very paradoxical attitude among Catholics. Some, re-alizing that Communion is not necessary to fulfill the obligation of hearing Mass on Sunday have come to look upon it as a purely external addition to the Mass. Others have made it the focal point 145 BERNARD I. MULLAHY Re~ieu] ~:or Religious of the whole Mass, as though the Mass were a Communion service rather than a Sacrifice. This latter attitude is the more common among religious. Comr~union viewed as an intimate personal union between the individual soul and Christ is made the center of at-tention; and, with the notion ~of sacrifice pushed far into the back-ground, the part of the Mass which precedes Communion is spent in a personal preparation for the reception of Christ; and the part afterwards, in a personal thanksgiving. It has not been unknown for religious communities to receive Communion regularly every morning before Mass so that the religious might spend the entire Mass in making a private act of thanksgiving. Fortunately, this sort of thing is becoming more and more rare. Communion can play its proper role in our community life only when it is viewed in its proper relation to the whole Mass, and the Mass in turn is viewed in its proper relation to the whole liturgical life of the Church. Then Communion xvill be seen as a social, sacrificial banquet in which the members of the Mystical Body corporately share in the Sacrifice and by feeding upon the Victim make of themselves one corporate sacrifice with Him. As Thomas Aquinas and other theologians have insisted, Com-munion does not mean merely a personal, private union between the individual soul and Christ: it also means a union of the mem-bers of the Mystical Body. Its proper effect is not merely something personal and individual, but something social and communal. Its purpose is not simply to give spiritual nourishment to tl~e individual soul, but to strengthen and intensify and revivify the manifold social bonds by which the members of the Mystical Body are made .one in Christ. Communion is directly related to the Christian community as a community. And for the religious, Communion is directly related to living the community life. If, as day follows day, the Communion of the religious is not gradually bringing about greater and more .sensitive social consciousness, a fuller and more perfect participation in community life, a stronger and more delicate exercise of fraternal charity, a more mature forbearance of the faults and failings of others, a greater capacity to cope with the misunder-standings and tensions which tend to creep into even the best com-munities, and a more generous acceptance of the many trying crosses which the common life always involves, something is wrong. Dhily Communion sometimes goes on for years withotit mu~b evidence of that growth in sanctity which would normally be ex-pected from° such frequent and intimate:contact with the source 146 ,~la~, 1955 COMMUNITY LIFE of all sanctity. As we have suggested elsewhere,1 one of the chief reasons for this phenomenon might very well be a lack of proper appreciation of the direct and essential relation between Com-munion and community. Because of this relation, any failure to live community life in its fullness will be an obstacle" to the full effects of Communion in our lives. It is not uncommon to find members of communities who by certain standards are considered excellent religious, and yet who seem never to have realized the social implications of their religious vocation. They are faithful to their rule, but in a very legalistic way. They are meticulous about every disciplinary detail; they are generous and sometimes even heroic in the practice of asceticism; and they are obedient enough when any of the obligations of com-munity life are pointed out to them; yet, intent upon their own spiritual life, the goal of which they conceive to be their own personal perfection rather than charity, they live a very individu~l-istic and insulated life. They never seem to enter fully into com-munity life nor to have any spontaneous contribution to make to it. They are socially cold and unimaginative. Just as demanding With others as they are with themselves, they find it difficult to under-stand and to sympathize with certain weaknesses of their fellow religious. Their fraternal charity is a kind of practised, artificial thing, lacking in warmth and mellowness. They are without social sensitivity and find it hard to enter into the feelings of others, to anticipate their wants. They are not thoughtful: and, when others are in need of help or there is some kind of community project to be taken in hand, they are usually busy with other things. All this may very well be due, at least in large measure, to a failure to understand and appreciate the doctrinal and liturgical background of community life in general, and to a wrong attitude towards Holy Communion in particular. These religious have never been made to understand clearly the social implications of Communion and have habitually viewed it only as a personal experience, an exquisitely close and intimate contact between Christ and their soul. Communion is thus but a part of their whole spirit-ually introverted program. It was the social virtue of fraternal charity that Christ gave as the distinguishing mark of the Christian. And, if the purpose of the. religious life is to bring the Christian to his full stature, in plenitudinern Christi, this social virtue should surely shine forth 1 Cf. "The Common Good," Worship, XXVII, No. 7, 345. 147 BERNARD I. MULLAHY Review ~o~ Religious in religious in all its splendor. This is the whole meaning and pur-pose of their community life. .In a sense, community life makes fraternal charity more difficult.because close living together seems to accentuate the many faults and failings of human nature which are often so hard to put up with; but at the same time it provides the most perfect conditions for living fraternal charity in its fullest dimensions. Religious are often anxious, especially at the time of retreats, to find some norm whereby they may assess their spiritual growth. The measurement of spiritual progress is a very complex and an easily deceptive thing, and it is difficult to find a reliable norm to go by. But insofar as there is any reliable standard at all, it is surely the social virtue of fraternal charity. "By this will all men know that you are my disciples." And it is principally in terms of their social life that religious will be judged at the end. "In the eventide of life," says 3ohn of the Cross, ."they will examine thee in love"; and he is merely paraphrasing Christ's own description of the last judgment in which everything is made to depend upon social life: "I was hungry and you gave me to eat." Rooting the idea of community in its proper doctrinal and liturgical sources will help to avoid some of the misconceptions and excesses which not infrequently accompany the common life. One of the most ordinary of these is the confusion between unity and uniformity. The common life is viewed all too often in a perfectly univocal way and any lack of uniformity even in the smallest de-tails is considered a breach of unit~. There results a kind of lock-step existence; short shrift is made of personal initiative and re-sourcefulness, "and the religious "with ideas" becomes suspect. Even in minutiae the religio~s are expected to do only what their elders have done and are doing, and woe to the one who suggests that there might be a better way. Regulations multiply and accumulate in an attempt to organize the life of the religious down to the slight-est detail. Customs which .once made sense because of special cir-cumstances of time or place but which have long since lost their significance and propriety are held 'as sacred and inviolable. The accumulated weight of regulations and customs crushes and stifles' "the liberty of the children of God" which the religious came to the community to find. Community life becomes top-heavy: all initiative comes from the top; local superiors must get directives from higher superiors even in relatively trivial matters; and within the local house all new ideas, if they are to have any value, must orig- 148 Magl, 1955 COMMUNITY LIFE inate with the superior. Such a program is well calculated to pro-duce a standard product, a religious whose.chief characteristics are neutrality, passivity, and automatism. This description is undoubtedly sbmething of a caricature, but does it not point up a real problem? And is not the only adequate solution that broad and, beautiful vision of the corporateness of. the Mystical Body and of the liturgical life of the Church? Here is the closest and most intimate unity, but at the .same time the greatest variety and flexibility. Here is a structure that is not me-chanical and rigid, but organic and supple. Another difficulty in connection with community life is that it often tends to cut the religious off from participation in a broader communal life and thus, paradoxically, to create a kind of com-munity individualism. To what extent non-cloistered religious can and sbould participate in'the communal Christian life of the parish in which they are stationed is a. question that is too complex and too delicate to be treated here; but it is a question which sbotild be faced. For the most part, the community life of the religious cuts them off and isolates them from corporate parochial life, and perhaps it would not be im13ossible.to find ways and means of enabling them .to partidpate, to some extent at least, in the com-munal worship of the parish, which is, after all, the natural social unit of the Mystical Body. The paradox of community" individualism is also found fre-quently in an exaggerated esprit de corps which develops a kind of sectarian spirit among religious. It is perfectly in order for a re-ligious to be proud of the traditions and the accomplishments of his own congregation and to prefer its characteristic life and spirit to that of any other community. All that is part and parcel of his vocation to that particular sodiety. And there is such a thing as a holy rivalry between communities. But it is also possible for a com-munity spirit to become excessive, to canonize too easily the tra-ditions and methods proper to the congregation, to develop a false pride which in many subtle and implicit ways looks down upon other communities and which closeq the congregation in upon itself and makes it impervious to good influences which might come to it from others. Here, as elsewhere the only remedy is that total view of the communal life of the Church found in its doctrine and its .liturgy. St. Augustine's dream of the reign of Christ's love upon earth which prompted him to say, "And there will be one Christ loving 149 c. A HERBST Review For Religious Himself," should find its fullest realization in the community life of religious. Christ is living in each religious; and, when the com-munity is bound together in fraternal charity, there is but one Christ loving Himself. No one can sing the hymn "Ubf Caritas'" with greater truth and meaning than the religious. "Congregat2it nos in unum Christi amor.--It is the love oL-Christ that has brought us together and made us one." The. Third Mode of blumili :y C. A. Herbst, S.3. EACH master of the spiritual life has certain ideals whic.h are distinctive and which he considers of the utmost importance ~n his plan for achievirig perfection. For St. Ignatius of Loyola, the Third Mode of Humility is one of these. He thus pre-sents it in the Spiritual Exercises: "The third is most perfect hu-mility; namely, when--including the first and second, and the praise and glory of the Divine Majesty being equal--in order to imitate and be more actually like Christ our Lord, I want and choose poverty with Christ poor rather than riches, opprobrium with Christ replete with it rather than honors; and to desire to be rated, as worthless and a fool for Christ, Who first was held as such, rather than wise or prudent in this world." In order right in the beginning to get a better understanding of this, it will be well to present a fuller expression he gives in another place. "They must diligently observe, esteeming it of great import-ance and of the highest moment in the sight of our Creator and Lord, how much it helps and contributes to progress in spiritual life, to abhor wholly and not in part what the world loves and embraces, and to accept and desire with their whole strength what-soever Christ our Lord loved and embraced. For as worldly men, who follow the things of the world, love and with great diligence seek honors, reputation and the credit of a great name upon earth, as the world teaches them, so those who are advancing in spirit and seriously follo'w 'Christ our Lord, love and earnestly desire things which are altogether the contrary; that is, to be clothed with the same garment and with the livery of their Lord for His love and reverence: insomuch that if it could be without offence of the 150 Ma~l, 1955 THE THIRD MODE OF HUMILITY divine Majesty and without sin on the part of their neighbor, they would wish to suffer reproaches, slanders and injuries, and to be treated and accounted as fools (without at the same time giving any occasion for it), because they desire to imitate and resemble in some sort their Creator and Lord Jesus Christ, and to be clothed with His garments and livery; since He clothed Himself with the same for our greater spiritual good, and gave us an example, that in all things, as far as by the assistance of God's grace we can, we may seek to imitate and follow Him, seeing He is the true way that leads men to life." (Examen Generale, IV, 4.) We should know what the other two modes .of humility are in order to understand the third. I have the first when I so subject myself to God that I am ready to give up everything, even life it-self, rather than commit a mortal sin. I have the second when I so subject myself to God that I am indifferent to created things and am ready to give up everything, even life itself, rather than commit a venial sin. Subjection to God is the note common to the three; but the third is so different from the other two that there is a dis-tinction not of degree only, but of kind. The idea behind the third mode of humility is perfect imitation of Christ "Who, having joy set before him, endured the cross, de-spising the shame" (Heb. 12:2). We want to imitate Christ per-fectly. We want what He had, even, especially, the hard things. The early Christians ambitioned, and often attained, actual perse- ¯ cution and death. But, when peace came to the Church in the Ro-man Empire after 312 A. D., they could no longer look forvOard to martyrdom. What were the.y now to ambition as the apex of their spiritual ascent? Thence stemmed the doctrine of bloodless martyrdom in asceticism and the religious life. From this stream of spiritual development, the author of the Spiritual Exercises drew his ideal of self-renouncement for Christ. The driving force in fervent souls is to "get to Christ." We have a splendid example of this in St. Ignatius, martyr and apos-tolic father. His motto was: "My Love is crucified." When on his way to martyrdom he wrote: "I am now beginning to be a disciple; may nothing visible or invisible prevent me from reaching Jesus Christ. Fire and cross and battling with wild beasts, their clawing and tearing, the breaking of bones and mangling of mem-bers, the g~ind!ng of my whole body, the wicked torments of the devil--let 'them all assail me, so long as I get to Jesus Christ." (Ad Romanos~ 5; Father Walsh's translation.) "Ignatius of Loy- 151 C.A HERBST Review for Religious ola sensed, so to speak, his spiritual affinity with this man of the early Church when, in honor of this Saint, he changed his name from Inigo to Ignatius and in one of his letters styled him 'that glorious Saint for whom I have in Our Lord, or wish to have, a very special reverential devotion.' " (Rahner, The Spirituality of St. Ignatius Loyola, 59-60.) We might be inclined to think the third mode of humility as beyond our reach, as heroic. Is it heroic? Perhaps. Surely not in the sense explained by Pope Benedict XIV in his great work on the canonization of saints. But it may be heroic in a general and popularly accepted sense of the word. One who gives his life in a cause is commonly considered to be h~roic. A soldier must be ready tO die for his country. This is expected of every soldier. Yet, if he actually die, he is considered a hero. Sainted martyrs gave their lives rather than offer incense to false gods. In that they did only what they were obliged to do; yet they are considered God's heroes, heroic. At confirmation the bishop gives every Chris-tian a slight blow on the cheek to remind him that he must be ready to suffer anything, even death, for the sake of Christ. This sounds as though it is asking for heroism which, however, is pre-sumably within the reach of all. In the same way the heroism of the third mode of humility might reasonably be expected of those who are professionally travelling the high road of perfection. It almost looks as though a religious in making his profession has deliberately chosen as his way of life the third mode of humility. When he says, "I vow poverty," he says, "I want and choose pov-erty with Christ poor rather than riches." By taking a vow of chastity, he may be calling upon himself the disapproval of "worldly men, who follow the things of the world." By the vow of obedi-enc~ be is laying aside his own will by vcbicb be might push on to wealth, honor, and power. By pronouncing his vows, a re-ligious. has professionally taken on that foolishness of God which is wiser than men and that weakness of God which is stronger than men (I Cot. 1:25). He has/aid himself open "to be rated as worth-less and a fool for Christ, Who first was held as such, rather than wise or prudent in this world." ~The third mode of humility is a habit of mind, an habitual disposition of heart. A" striking act of self-abnegation now and then or even a spurt of fervor occasionally is not sufficient. It must become a way of life with us, a place in which we live. Father Considine puts it well in "A Question as to Ideals" when he says: 152 Mav, 1955 THE THIRD MODE OF HUMILITY "Within this region the Saints . . . have occupied sumptuous man-sions, in central and commanding positions, whereas the modest dwelling of any one of us may be no better than a poor cottage on the outskirts. But, poor as this dwelling may be, it must be within the border." (Woodstock Letters, 1908, 363.) Even of our miserable little hut on this high plateau we might say: "Better is one day in thy courts above thousands. I have chosen to be an abject in the house of my God, rather than to dwell in the taber-nacles of sinners" (Ps. 83:11). How I can come to live there is what should be of great con-cern to me. There is close approach to, or passive practice of, the third mode, if we make "acts of sincere th.ankfulness, as often as any little share of the cross falls to our portion. Even supposing that, on one occasion.or another, we have brought some humiliation on ourselves by our own imprudence, we may, while most heartily regretting the fault or error of judgment, no less heartily thank God that we have at least some opportunity of making up for the fault or error, through the patient endurance of discomfort or even (it may be) the contempt which it has brought on us." (Woodstock Letters, 1908, 372.) We need not search far to find ample matter for living this life with Christ, "despising the shame." "The life of a religious is full of occasions in which he is blamed, or forgotten, or scorned, or ridiculed, or humiliated . We must expect little humiliations that fall upon us at any time and in any place--in the form of failure, lack of consideration, disapproval and small acts of ingrati-tude; we must suffer the offense of angry words, words that hurt, words of ridicule; we must bear outright and thinly veiled refusals; our cross may consist in lack of approval, lack of sympathy, scorn or contempt expressed by a look, a gesture, an attitude, or in being left alone while another is made much of; we may be faced with open or hidden criticism which we surmise or discover by accident ¯ . . our meager talent, our character, our health, our appearance." (Vermeerscb, Miles Christi Jesu, 151, 154.) Thomas ~ Kempis says: "What pleaseth others shall prosper, what is pleasing to thee shall not succeed. What others say shall be harkened to; what thou sayest shall be reckoned as nought. Others shall ask and shall re-ceive; thou shalt ask, and not obtain, Others shall be great in the esteem of men; about thee nothing shall be said. To others this or that shall be committed, but thou shalt be accounted as of no use." (Imitation, III, 49, 4-5.) 153 C. A HERBST Reuiev3 for Religious I offer myself to our Lord for all these things. This m~y be .a general offering of futurables but they may be actuated at any mo-ment. Perhaps I am living with some of them right now. At any rate this offering shows a habitual disposition consonant with the third mode of humility, and there lies hidden in it not a little faith and love. When I am passed over or slighted or snubbed, I hope I may be able to bear it at least patiently. I make a great advance when I come to accept such things willingly and even with love for the love of Him who "loved me and delivered himself for me." Wl'ien I come to accept them with joy and even enthusiasm, glad that the Father has placed me with His Son, I 'have travelled far. This offering of myself for humbling things and the patient, loving, joyous acceptance of them should lead me to have the wish to have the desire for humiliations. "For though I burn not with so great desire as Thy specially devout servants, yet, by Why grace, I have a desire of this same greatly inflamed desire, praying and wishing that I may be made partaker with all such fervent lovers, and be numbered in their holy company." (Imitation, IV, 14, 3.) From the desire of the desire we ought, by God's grace, soon to pass on to "desire to be made little of, neglected, passed over, have little influence, even be regarded as suspect, be criticised, reproved, ridi-culed. We ought to have no desire for first place, for the higher offices . . . association with the more wealthy, the more aristocratic, or the leading men, no desire for the larger cities." (Coemans-Germ-ing, Commentartj, n. 251.) This, in a small way, is "to desire to be rated as worthless and a fool for Christ, Who first was held as such, rather than wise or prudent in this world." No motive but love is strong enough to carry one through to the attainment of so high an ideal. Without love even martyrdom of blood is to no purpose. "And if I should distribute all my goods to feed the poor, and if I should deliver my body to be burned, and have not charity, it profit~th me nothing" (I Cor. 13:3). It is the same with bloodless martyrdom. And it must be a love of imitation and companionship. "With Me," Christ the King invites. "With Christ I am nailed to the Cross" (Gal. 2:19). "In what place soever thou shalt be, my lord, O king, either in death, or in life, there will thy servant be" (II Kings 15:21). Love always finds a way. I surpass desire when I am on the watch for opportunities and actually seek out occasions for practicing the third mode of hu-mility. There are always the humbler tasks to which no one pays 154 Ma~!, 1955 MARY AND JOSEPH FIND ,JESUS' any attention and to which are attached no praise or glory. Others will gladly let me have them. I can deliberately pass by positi6ns of influence and authority. I can accuse myself of my faults in a loud and clear voice. It may be more humbling dutifully to tell another his faults than to be told my own. The dependence ~ind humility implied in ~sking a permission, especially when I may be refused, is precious. It is sometimes all right deliberately to fail to show off my superior knowledge or ability. Letting others have the nicer place or things and allowing them to pass ahead of me is Christlike, too. In confession I can mention circumstances and motives connected with my faults that will be very humiliating. And so on. Love will find many other ways. This is the positive, aggressive, strong, earnest, eager, enthusiastic way "to be clothed with His garments and livery." Mary and ,Joseph Find ,Jesus Paul Dent, S.d. EVEN Mary and Joseph cannot find You when You choose to be hidden from them. But You mercifully choose to let them find You, too, lest I despair of ever seeing You face to face, 0 Jesus. Mary leaves Joseph for the women's court, thinking prayerfully, "Quam dilecta tabernacula tua, Domine. Concupiscit et del~cit anima roea in atriis tuis.'" A mother passes by, followed by her boy. How like Jesus he is! Mary looks around at her side to compare the two, and He is not there! Disappointed, she thinks immediately, "He must have stayed with Joseph this time. How fortunate Joseph is to have Jesus with him! How unworthy I am to have Jesus with me! With all my heart I want Jesus with me, but still I do not want Joseph to be without Him. I shall be patient and spend the day in loving hope of seeing Jesus at the end." Thus the day passes in loving hope, and it ends in disappointment. For Jesus is not with Joseph either, and now they both bare lost Him--neither of whom had ever lost Him before! But Mary loses no time in self-pity, much less in blaming Joseph. For quite simply Joseph would not be careless about Jesus. Mary realizes at once she is confronted with a deliberate act of God, a 155 PAUL DENT mystery she does not now understand but which God will make dear to her when He wills. Meanwhile they must go immediately to look for Jesus, calmly, hopefully, not frantically. They must go prayerfully, too. God guide their footsteps. Then there come three days, and perhaps nights, too, of looking for Jesus; and it is a search that is con[ident. For He knows of it and will reveal Himself to them when God wills. Mary and Joseph seek Jesus humbl: , too, realizing they are not worthy to find Him, much less to keep Him with them in their own home. They are persevering also in their search, for Jesus, for duty and love drive them on continuously. Duty obliges the world's best parents to give the world's best care to the world's best Child. The love driv-ing them on is that of creation's greatest lover--Mary Immaculate! --and that of her all but equal--glorious St. Joseph !--for Jesus Christ Himself, beloved Son of God. "'Nec lingua valet dicere, nec littera exprimere, expertus potest credere quid sit desum diligere." Or, as convert Father Caswall worded it, "Nor tongue nor pen can show the love of Jesus. What it is, none but His loved ones know." So Mary and Joseph, who have experienced more than others what it is to love Jesus, seek Him lovingly, so lovingly that all they think, choose, say, do, or suffer is just one thing--seeking Jesus lost. If all I think, choose, say, do, or suffer is just one thing, the one thing necessary--a seeking of Jesus lost or of Jesus never even heard of amid the dust and turmoil of the incalculable billions of thoughts, choices, words, actions, and sufferings of the innumerable billions of human beings of the past, present, and future--then truly I am in the company of Mary and Joseph; truly we three are seeking Jesus, and truly not only we three, but very many others whom we help, will find Jesus foreveL Then we shall all sing forever with new understanding and inexpressible joy "'quid sit desum diligece--what it be to love Jesus!" And those other words of this great and tender hymn of the Ages of Faith, this "'desu Dulcis Memoria," will resound forever as our arisen and immortal voices sing sweeter than earth's loveliest ~ing-ing, "Quocumque loco fuero JESUM MECUM DESIDERO! Quam laetus cure int;enero! QUAM FELIX CUM TENUERO~.--In whatsoever place I be, Jesus, I want You there with me. When You I find, how happy I! How blessed when I have You by!" 156 THE APOSTOLATE OF CHASTITY. By Ferdinand Valentine, .O.P. P ). 245. The Newman Press,.Westm~nster, Maryland, 1954. $3.25. ; The vow of chastity is a subject which comes in for much dis-cussion in modern ascetical literature. This interest may be con-trasted with an attitude which prevailed in days gone by that the vow of chastity needed no explanation. The need for an explana-tion of the vow of chastity may differ from age to age and place to place; but there is no doubt, I believe, that religious may profit from a thorough and competent treatment of chastity such as Father Valentine offers. The A)ostolat'e of Chastit~l is both broader and narrower in scope than its ~itle would indicate. It is narrower in that it treats only of the apostolate of religious women. It is broader in its con-cern with other aspects of this vocation. The first chapter, for in-stance, deals with the problem of prcJmoting vocations. Superiors will find some very prudent suggestions concerning the pr.oper at-titude to be taken .toward vocations. The second chapter then deals with some problems of psychological fitness. The rest of the first section goes on to discuss the problerfi of religious adaptation tO modern times. The author dbes not take .up the problem 'of chastity proper until the beginning of the second s.ection of the book. He intro-duces this section with a catechetical treatment of the vow and" virtue of chastity,; and then goes on to what appear~ .tO be the heart of the book--a treatment of the apostolic aspqct. "9.f .chastity. The theme of this section ,would seem to be' that 't.,h~ ~orfian will find in virginal chastity "not an asceticism which rFstrains and represses her natural gifts as woman and mother, but rat~er'.their spiritual elevation and fulfillment . " This is certainly a healthy and a positiye attitu,d,e toward chas-tity, and one which it would be well for religious .women to .under-stand clearly. But there is a tendency among.modi~rn authors to justify virginity by try!.ng to make it look as much like ma~rri.age as possible. There is certainly room for analogy" between perpetual chastity and marital chastity, but there is also a danger to be re.ck-oned with. perpetual chastity, from whatever angle you .yiew it, 157 BOOK REVIEWS Review for Religious involves the renunciation of marriage and haarital privileges. There is a certain negative.aspect of religious chastity, then, which cannot be overlooked, and which it would be foolhardy to ignore. There are forces for which the religious life offers no outlet whether direct or by ways of so-called sublimation. Herein lies the sacrifice of the religious. So, while one must condemn the morbid fear of sex and sin which cripples the apostolate of some religious, one must leave room for a healthy fear. This fear will be based on a clear under-standing of the religious renunciation and the difficulty of controll-ing the forces thus held in check. Such fear, far from doing damage, will protect religious chastity and set a safe limit to the love that may be practised in religion. I believe that the author was aware of all this, but it may be that he thought it beyond the scope of his work to stress it. But religious women will find the book inspiring and stimulating, though at times difficult .reading.-~JOHN R.CONNERY, S.J. FATIMA IN THE LIGHT OF HISTORY. By Costa Brochado. Translated and edited by George Boehrer. Pp. 231. The Bruce Publishing Com-pany, Milwaukee, 1954. $4.50. With rare common sense the author of this latest book on the apparitions of Our Lady at Fatima has limited himself to historical analysis, and left supernatural elements to the competence of trained theologians. The translation is lucid and forceful and makes intensely interesting the somewhat tedious chronicle of Portugese history. With inspiring results, the unconquerable Catholic heritage of the country is traced th, rough centuries of political and religious up-heaval. The tragic, yet factual and objective, narration of the havoc initiated by the Marquis of Pombal, and forwarded by the anti-religious iddals of Masonry, reveals a tremendous need for the spir-itual revitalization of Portugal which providentially succeeded the apparitions of Our Lady of the Rosary. Pombal, Mr. Brochado as-serts, was ultimately responsible for shatteiing the religious unity of the country. By such planned offensives as the banishment of the Sbciety of Jesus, severance of relations with the Holy Se~, and open-ing the country to the destructive forces of Protestantism and Latin Masonry, Pombal made it possible for the Triangle to supplant the Cross in Portugal. Assaults on Churches, exile of prelates, state control of religion, secularization of schools, profanations, robber-ies, arson, murder--this is the pitiful picture of the country as it agonized and labored to preserve its Faith against the .enemies of 158 Mag, 1955 BOOK REVIEWS God and all things Catholic. And yet, the influence of the Blessed Virgin was never absent. Two centuries before the definition of the dogma, Portugal had consecrated herself to the Immaculate Conception and had taken a solemn oath to defend and propagate belief in Mary's perpetual sinlessness. Furthermore, the rosary had been for centuries the lead-ing Marian devotion of the portugese people, culminating in a ver-itable "crusade of the Rosary". in the midst of,frightful persecutions immediately preceding the apparitions of 1917. Portugal had not abandoned her patroness in the hour of trial, and our Lady did not forget her heroic fidelity. Since the events of Fatima, the Church's enemies have suffered great defeats in Portugal. The rapid revival of faith and hope in the hearts of the Portugese people is perhaps the surest sign that the Virgin has again triumphed by crushing the head of the serpent. .The reader of this book may feel, however, that Mr. Brochado has taken too local a view of the significance of Fatima. Despite his purpose, as stated in tbe translator's preface, " to "place those events [the apparitions] in their historical setting and to consider their efl:ects on subsequent bistor~l,'" (italics mine) Mr. Brochado barely hints at any world implications. He deliberately avoids all reference to subsequent developments, such as the state-ments of Lucia which involve our Lady's desire for devotion to her Immaculate Heart, the First Saturdays, the conversion of Rus-sia, or the vision of hell with its threat to sinners the world over. Are these developments sufficiently historical to merit mention? The question is admittedly disputed. But inthis reviewer's opinion, the Holy Father's consecration of the world to the Immaculate Heart in 1942 and of Russia in 1952 has far-reaching repercussions, at least implicitly connected with the events of Fatima, which should not be ignored. It is noteworthy that Manoel Cardozo, in his pref-ace to Mr. Brochado's book, also seems to have sensed this lack of perspective: "Fortunately for us, Our Lady did not appear for the exclusive benefit of the Portugese (though they were favored above all others)."--VINCENT J. FORDE, S.J. SO SHORT A DAY. By Sisfer M. Eulalia Teresa, S.N.J.M. Pp. 281. Mc- Mullen Books, Inc., New York, 1954. $3.00. This book is the story of Mother Marie-Rose, the foundress of the Congregation of the Sisters of the Holy Names of Jesus and Mary. Into the texture of this biography is woven the. inseparable 159 BOOK ANNOUNCEMENTS Reuiew for Religious story of the beginnings of the congregation of Mother Marie-Rose and-i~s first.establishment at Longueuil, Quebec. It has been said that the most objective history, and consequently the best, is written by an author who is indifferent to his subject. Obviously, Sister M. Eulalia Teresa is not indifferent to the.subject of her book. (we would be disappointed if she were) ; and it is al-most as obvious that in places she lets her heart supply for his-" torical documentation. This, it seems, is the chief temptation of hagiographers. It must be said, however, that an indifferent author could not have caught the spirit of this foundress, could not have made it come alive as the author does. If the picture is overpainted in places, it is withal a vivid and inspiring picture. If ~he book is slow to take the reader's interest, it could well be due to the character portrayal and absence of conflict in the firs~ sections. The characters, are almost all painted in the same bright superlatives, and the st6ry lags for want of that conflict, internal or external, from which great souls emerge. Patience on the reader's part in waiting for character portrayal of deeper colors and better perspective is well rewarded. There is a new and welcome candor in the descriptions of the young pioneer sisters whom God called to the congregation of Mother Marie-Ros~ in its early days. Neither can it be said that the second part of the book is v~ithout conflict and the impact of drama:" The trials and persecutions to which the nascent coflgregation was subjected and the vibrant faith by which they were met are the heart of a ver~ real drama. So Short a Day makes this drama, enacted over a hundred years. ago, come back to life. The accomplishment of making history live again, of capturirig the pioneer spirit of this congregation and its saintly foundress is to be highly praised. Mother Marie-Rose died on her thirty-eighth, birthday, only six years after her congregation had been born. To:day her spirit. lives on in the 3,725 professed religious of her congregation and the 252 schools which her sisters direct. So short~ a day, so great a legacy.--JOHN POWELL, S.J. BOOK ANNOUNCEMENTS BEAUCHESNE ET SES FILS, 117 Rue de Rennes, Paris. Initiation a. l'Oraison. Par Piere Brunet. His long experience BOOK ANNOUNCEMENTS as ' professor at ,the seminary at Nancy has convince~l the author that most books on prayer do not meet the particular .problems,of seminarians fihd the secular clergy since they are written by and for religious. This book embodies his efforts to remedy that situation. Secular priests should find the book particularly helpful since it is written by one who knows their needs and problems. Pp. 326. THE BRUCE PUBLISHING COMPANY, Milwaukee 1, Wisconsin. The Catholic Church and You. By William 3. Grace, S.d. 7Fhe Inquiry Forum at the 3esuit Church in Milwauk'ee, begun in 1945, has attained something of an international reputation for the large mea