La V Semana Internacional de la Ciencia, Tecnología e Innovación, es un evento organizado por ALIANZA SISTEMA UNIVERSITARIO DE NORTE DE SANTANDER SIES +, dirigido a la comunidad académica, científica y los sectores productivos de la región, cuyo propósito es difundir los avances en investigación y extensión de instituciones nacionales e internacionales, a través de grupos de investigación e incubadoras, promoviendo la participación de los sectores productivos en actividades de investigación, extensión, desarrollo tecnológico e innovación que fortalezcan la relación Universidad - Empresa - Gobierno y el intercambio de experiencias con investigadores de ámbito Nacional e Internacional. campos. ; CONTENIDO PROGRAMACIÓN 8 LA POBREZA COMO EFECTO DEL DESPLAZAMIENTO FORZADO: COMUNIDADES MARGINADAS EN OCAÑA, COLOMBIA TECNICA INFORMATICA PARA LA IDONEIDAD DE LA EVIDENCIA DIGITAL EN EL ATAQUE A UN SISTEMA DE INFORMACION: ANALISIS FORENSE PARA LA CADENA DE CUSTODIA DIGITAL DIAGNOSTICO DE FUGAS EN TUBERIAS HORIZONTALES MEDIANTE REDES NEURONALES TERNARY DIAGRAMS SiO2-Al2O3-K2O AS TOOL FOR THE ANALYSIS OF BEHAVIOR OF CERAMIC MATERIALS DINÁMICAS CONTABLES Y SU RELACIÓN CON LAS TECNOLOGÍAS DE LA INFORMACIÓN Y COMUNICACIÓN (TIC´s) DIAGNOSTICO DE LA MAQUINARIA UTILIZADA, EN LOS PROCESOS DE POS-COSECHA DEL CAFÉ, Y CEBOLLA OCAÑERA, EN LOS MUNICIPIOS DE SAN CALIXTO Y ABREGO, NORTE DE SANTANDER QUEBRADA LA BRAVA: EVALUACIÓN DE LA CALIDAD DEL AGUA DENTRO DE LA ESTRUCTURA URBANA DE OCAÑA, NORTE DE SAN-TANDER THE ENVIRONMENTAL MANAGEMENT SYSTEM AND CLEANER PRODUCTION STRATEGIES: COMPANY BIOCAÑA S.A.S EFECTO DE LA INCLUSIÓN DE BLOQUES MULTINUTRICIONALES COMO SUPLEMENTO ALIMENTICIO EN BOVINOS DOBLE PROPOSITO SOBRE LA PRODUCCIÓN Y COMPOSICIÓN DE LA LECHE EN CONDICIONES DE BOSQUE SECO TROPICAL EFECTO DEL ENSILAJE DE CÁSCARA NARANJA Y GLICEROL SOBRE LA PRODUCCIÓN Y CALIDAD DE LA LECHE EN UN SISTEMA GANADERO DOBLE PROPÓSITO EN CONDICIONES DE BOSQUE SECO TROPICAL PLATAFORMA DE SENSADO FOTÓNICO PARA LA GENERACIÓN DE ALERTAS TEMPRANAS EN MOVIMIENTOS DE TIERRA EN MASA DISEÑO DE UNA PLANTA DE TRATAMIENTO DE AGUAS RESIDUALES MUNICIPALES - HERRAMIENTA: PANEL DE EXPERTOS MODELAMIENTO DE UNA CELDA ELECTROLÍTICA ALCALINA QUE PRODUCE OXIHIDRÓGENO SIMILITUD HIDROLÓGICA DE CUENCAS EN LA ZONA SUR DE LA REGIÓN ANDINA DE COLOMBIA Coliformes, Pseudomonas aeruginosa y Salmonella spp., EN AGUA ENVASADA PRODUCIDA Y COMERCIALIZADA EN SAN JOSE DE CUCUTA, EN LOS MUNICIPIOS LOS PATIOS Y VILLA DEL ROSARIO. MODELO COMPUTACIONAL ARTIFICIAL PARA LA ESTIMACION FUNCIONAL DE LA VARIABLE INSULINA COMO APOYO AL DIAGNOSTICO DE PATOLOGÍAS CARDIACAS. PROPUESTA DE UN MODELO BASADO EN SISTEMA MULTIAGENTE PARA LA GESTIÓN DE LAS COMUNICACIONES EN PROYECTOS INFORMÁTICOS DEL SECTOR SALUD HERRAMIENTAS DE INTELIGENCIA ARTIFICIAL PARA MINERÍA DE DATOS CASO PRÁCTICO: ESTIMACIÓN DE PREVALENCIA DE SÍNDROME METABÓLICO METODOLOGÍA PARA EL PROCESAMIENTO DE IMÁGENES DE TOMOGRAFÍA COMPUTARIZADA COMO APOYO AL DIAGNOSTICO DE PATOLOGÍAS MÉDICAS: CASO CÁNCER GÁSTRICO TIPO 2 DISEÑO DEL FUSELAJE PARA UN VEHÍCULO FÓRMULA SAE MEDIANTE LA SIMULACIÓN COMPUTACIONAL DE FLUJOS DE FLUIDOS . LA CÁTEDRA DE LA PAZ COMO HERRAMIENTA PARA EL USO RESPONSABLE DE LA VIRTUALIDAD EN EL CONTEXTO EDUCATIVO PARTIENDO DE LA INTELIGENCIA DE TIPO EMOCIONAL. ESTUDIO FISICOQUIMICO DEL ACEITE DE FRITURA RESIDUAL COMO MATERIA PRIMA PARA LA PRODUCCIÓN DE BIODIESEL TENDENCIAS INVESTIGATIVAS DE LOS DOCENTES EN FORMACIÓN INICIAL DE LA UFPS: UNA PERSPECTIVA TEMÁTICA Y METODOLÓGICA DESDE LA LICENCIATURA EN BIOLOGÍA Y QUÍMICA IDENTIFICACIÓN MOLECULAR MEDIANTE ITS DE LOS FITOPATÓGENOS Fusarium sp., Alternaria sp., Rhizopus sp., Aspergillus sp., Curvularia sp El CÁLCULO DESDE LA GEOMETRIZACIÓN DE INDICADORES URBANOS COMO ESTRATEGIA PARA CREACIÓN DE ARQUITECTURA Y URBANISMO TURISMO COMO FACTOR DE DESARROLLO EN LA CIUDAD DE CÚCUTA BOLEGANCHO: FABRICACIÓN DE DESTILADO ARTESANAL DESDE UNA PERSPECTIVA SOCIAL, RURAL Y AMBIENTAL BIORREMEDIACIÓN DE AGUAS RESIDUALES POR MEDIO DE UN CONSORCIO DE ALGAS NATIVAS DE LA REGIÓN DE OCAÑA NORTE DE SANTANDER. ESTUDIO DE EFECTOS NO GENÉTICOS QUE INFLUYEN SOBRE LA PRODUCCIÓN DE LECHE EN CABRAS EN OCAÑA (N.S) QUANTIFICATION OF UNCERTAINTY IN METALLIC PARTS SUBJECT TO FATIGUE PROPUESTA DE UN MODELO DE CONTINUIDAD DEL NEGOCIO PARA PYMES PRESTADORAS DEL SERVICIO DE INTERNET AL HOGAR: ESTUDIO DE CASO VALORACIÓN DE LA DIMENSIÓN TECNOLÓGICA EN LAS SOCIEDADES LIMITADAS Y ANÓNIMAS DE OCAÑA, COLOMBIA APLICACIÓN MÓVIL PARA LA OPTIMIZACIÓN DE LOS PROCESOS DE PRODUCCIÓN DE LECHE Y ALIMENTACIÓN DE LAS CABRAS: GRANJA EXPERIMENTAL DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER SECCIONAL OCAÑA DISEÑO DE UNA SEMBRADORA MECÁNICA DE SEMILLAS DE MAÍZ Y FRÍJOL.INTEGRACIÓN DE BIGDATA EN LAS PYMES: BUSINESS INTELLIGENCE AND CLOUD COMPUTING INFRAESTRUCTURA TECNOLÓGICA DE LAS PYMES DEL SECTOR COMERCIAL DE LA CIUDAD DE CÚCUTA: HACIA EL DISEÑO DE UN MODELO DE SEGURIDAD DE LA INFORMACIÓN. EL PAPEL DE GREEN IT EN LOS REQUERIMIENTOS NO FUNCIONALES DE DESARROLLO DE SOFTWARE: PERSPECTIVAS PARA EL DISEÑO FUNCIONAL ANÁLISIS DE LA SOSTENTABILIDAD DEL RECURSO HÍDRICO EN LA CUENCA ALTA DEL RÍO ALGODONAL, VEREDA EL OROQUE INFLUENCIA DE LA CULTURA ORGANIZACIONAL EN LA APLICACIÓN DEL GOBIERNO DE TI. CASO DE ESTUDIO UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA SOLUCIÓN POR MÉTODOS NUMÉRICOS DE LA ECUACIÓN DEL CALOR EN APLICACIONES DE LA INGENIERÍA. UN ESTUDIO DE CASO: REFRIGERACIÓN SIN USO DE ELECTRICIDAD RED SOCIAL FACEBOOK EN LAS ORGANIZACIONES CAMPESINAS DEL CATATUMBO VIOLENCIA INTRAFAMILIAR EN COLOMBIA: ANÁLISIS DE INFORMACIÓN A PARTIR DEL USO DE LA METODOLOGÍA CRISP-DM HERRAMIENTAS COMUNICATIVAS PARA EL CAMBIO SOCIAL DE LAS ASOCIACIONES DE VÍCTIMAS DEL CONFLICTO ARMADO DE LA PLAYA DE BELÉN, NORTE DE SANTANDER ANÁLISIS DE PARÁMETROS FÍSICOS EN EL SISTEMA SOLAR FOTOVOLTÁICO DEL BANCO DE ENERGÍA UBICADO EN LA PLAZOLETA A LA VIDA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA MODELO ESTADISTICO PARA LA CREACION DE VALOR DE LAS PEQUEÑAS Y MEDIANAS EMPRESAS EN LA ZONA DE CONFLICTO SUSTENTABILIDAD EN LA GESTION DE PROYECTOS DE INGENIERIA EN COLOMBIA APROVECHAMIENTO DE LA CASCARILLA DE ARROZ (Oryza Sativa) PARA LA ELABORACION DE UN MATERIAL AGLOMERADO DESTINADO A LA CONSTRUCCION DE VIVIENDA EN CUCUTA. NORTE DE SANTANDER - COLOMBIA EL PROCESO DE GERMINACIÓN DEL MAÍZ; UNA OPORTUNIDAD DE MEJORA DEL CULTIVO METALES PESADOS EN PECES DE ALTO CONSUMO EN LA CIÉNAGA GRANDE DE SANTA MARTA (COLOMBIA) SIMULACIÓN DEL VERTIMIENTO DE LA PLANTA DE AGUA RESIDUAL DEL MUNICIPIO DE BARRANCABERMEJA SOBRE EL RIO MAGDALENA EFECTOS DE LA VARIABILIDAD CLIMÁTICA EN EL PESO DE LOS GRANOS DE CAFÉ EN EL DEPARTAMENTO NORTE DE SANTANDER, COLOMBIA CUANTIFICACIÓN DE BACTERIAS DIAZÓTROFAS Y SU RELACIÓN CON LA PRESENCIA DE Burkholderia glumae EN CULTIVOS DE ARROZ, NORTE DE SANTANDER, COLOMBIA INFLUENCIA DEL SULFATO DE ALUMINIO EN LA CONSERVACIÓN DEL BANANO 'CRIOLLO' (Musa, AAA, SUB-GRUPO GROS MICHEL) IMPLEMENTACÓN DE UN MODELO FÍSICO PARA DETERMINAR EL COMPORTAMIENTO HIDRÁULICO DE RÍOS DE MONTAÑA EVALUACIÓN DE LA DINÁMICA FORESTAL DE DOS ECOSISTEMAS ESTRATÉGICOS EN LA CUENCA DEL RÍO PAMPLONITA EVALUACIÓN DE CEPAS DE Azospirillum COMO PROMOTORAS DEL CRECIMIENTO VEGETAL EN Brachiaria decumbens OBTENCIÓN DE LÍPIDOS DE Scenedesmus obliquus CON POTENCIAL PARA BIODIESEL BAJO CONDICIONES DE CARBONO ADICIONAL Y NITRÓGENO REDUCIDO RED DE SENSORES INALÁMBRICA PARA PROCESAR DATOS EN CULTIVOS MASIVOS DE LOMBRICES NARIZ ELECTRÓNICA PARA LA IDENTIFICACIÓN DE CAFÉ (Coffea arábica) ADULTERADO CON HABA (Vicia faba) TOSTADA Y MOLIDA PREDICCIÓN DEL NIVEL DE CONTAMINACIÓN ELECTROMAGNÉTICA UTILIZANDO GOOGLE MAPS Y TECNICAS IDW BASADO EN MEDIDAS OBJETO VIRTUAL DE APRENDIZAJE PARA DISEÑAR AMPLIFICADORES MULTI-ETAPA CON TRANSISTORES BIPOLARES Y EFECTO DE CAMPO ANÁLISIS TÉRMICO COMPARATIVO DE PRODUCTOS CERÁMICOS EXTRUSIONADOS: EL LADRILLO MULTIPERFORADO VS. LADRILLOS MODIFICADOS POR MEDIO DE GEOMETRÍAS DISIPADORAS EXPERIMENTACIÓN COMPARATIVA DE TRANSFERENCIA DE CALOR POR PUENTE TÉRMICO A PARTIR DE LA MODIFICACIÓN DE LA GEOMETRÍA EN BLOQUE CERÁMICO H10. MODELO MATEMÁTICO PARA LA SECUENCIACIÓN DE LA PRODUCCIÓN EN UNA EMPRESA MANUFACTURERA DISEÑO DE LA ARQUITECTURA DE INFORMACIÓN (AI) DE LA PLATAFORMA TECNOLÓGICA PARA GESTIÓN DE LA PRODUCCIÓN INVESTIGATIVA DE LOS DOCENTES E INVESTIGADORES DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER SINPLAFUT – UNA APLICACIÓN BASADA EN MICROSERVICIOS PARA EL ENTRENAMIENTO DEL FÚTBOL. LAS TIC EN LA ADMINISTRACIÓN DE LOS PROCESOS Y SISTEMATIZACIÓN DEL BANCO DE CEPAS DE LABORATORIO DE INVESTIGACIONES EN MICROBIOLOGÍA AVANZADA DE LA UFPS "INSTANCIA" DATOS QUE DAN FORMA [ARTE GENERATIVO] LA INNOVACIÓN DISRUPTIVA COMO VENTAJA COMPETITIVA EN LAS EMPRESAS DEL SECTOR CALZADO EN LA CIUDAD DE CUCUTA EVALUACIÓN DE LA INFLUENCIA DE LA MOLIENDA HÚMEDA EN EL DESEMPEÑO ESTRUCTURAL Y MECÁNICO DE PRODUCTOS CERÁMICOS CONFORMADOS POR EXTRUSIÓN INFLUENCIA DE LA ADICIÓN DE FIBRA COCO EN LA FORMULACIÓN DE PASTAS CERÁMICAS Y SU EFECTO EN EL COMPORTAMIENTO FÍSICO-MECÁNICO Y ESTRUCTURAL DISEÑO Y CONSTRUCCIÓN DE UNA INCUBADORA DE AVES DE BAJO CONSUMO ENERGÉTICO DISEÑO E IMPLEMENTACIÓN DE UN CONVERTIDOR DC/DC HÍBRIDO REALIMENTADO SIMULACIÓN DE UN SISTEMA DE CONTROL PID DE TEMPERATURA DE UN DINAMÓMETRO HIDRÁULICO IMPLEMENTADO EN EL SOFTWARE MATLAB-SIMULINK ® MÉTODO COMPUTACIONAL PARA LA VALORACIÓN AUTOMÁTICA DEL VOLUMEN VENTRICULAR IZQUIERDO EN ANGIOGRAFÍA POR RAYOS X. RESISTENCIA AL DESGASTE A ALTA TEMPERATURA DE RECUBRIMIENTOS DE CIRCONA-ALUMINA-CERIA OBTENIDOS POR PROYECCIÓN TÉRMICA POR LLAMA APLICACIÓN DEL BUSINESS MODEL CANVAS EN LA ELABORACIÓN DE MUEBLES DE OFICINA A PARTIR DE LA CASCARILLA DE ARROZ, IMPULSANDO LOS NEGOCIOS VERDES EN LA CIUDAD DE CÚCUTA, NORTE DE SANTANDER. PROPIEDADES TÉRMICAS Y TRIBOLÓGICAS DE RECUBRIMIENTOS DE CIRCONA-ALÚMINA OBTENIDOS POR PROYECCIÓN TÉRMICA POR LLAMA. MEJORAMIENTO EMPRESARIAL DE MIPYMES A TRAVÉS DEL USO DE UNA APLICACIÓN WEB COMO PRIMER PASO HACIA LA REVOLUCIÓN INDUSTRIAL 4.0 "SISTEMA FOTOVOLTAICO AUTONOMO PARA UN PROYECTO PRODUCTIVO DE DURAZNO EN ZONA NO INTERCONECTADA: CASO DE ESTUDIO" CLUSTER CV2: APLICACIÓN DE VISIÓN COMPUTACIONAL PARA IDENTIFICACIÓN ESPACIAL DE AGRUPAMIENTO DE DATOS REDUCCIÓN DE LA BRECHA DIGITAL A PARTIR DE LAS REDES INALÁMBRICAS EN LOS COLEGIOS PÚBLICOS DE CÚCUTA EVALUACIÓN DE LA PRODUCCIÓN DE BIOETANOL A PARTIR DE LA CASCARILLA DE ARROZ (Oryza sativa) PRETRATADA CON NaOH E HIDROLIZADA CON CELULASA ÁCIDA (CFB3S) CONVERTIDOR AC/DC SEMICONTROLADO COMO CARGADOR DE BATERÍAS PARA VEHÍCULOS. CONTROL EN LAZO CERRADO EN UN SISTEMA INALÁMBRICO DE POSICIONAMIENTO EN DECIMAS DE MILÍMETROS PARA UN MOTOR PASO A PASO. DESARROLLO DE PROJECT MANAGEMENT GAME VR (PMG-VR) COMO APOYO AL APRENDIZAJE DE LA GUÍA PMBOK PARA GERENTES DE PROYECTO RESISTENCIA A LA CORROSION DE RECUBRIMIENTOS DE Si/Zr/Ti SOBRE SUSTRATOS DE ALUMINIO AA2024-3 SINTERIZADOS VIA SOL-GE IMPLEMENTACIÓN DE UNA APLICACIÓN MÓVIL PARA LA REALIZACION DE LABORATORIOS EN EL AREA DE PROTECCIÓN DE SISTEMAS INFORMÁTICOS APLICANDO HERRAMIENTAS DE SEGURIDAD DIGITAL AERODYNAMICS DESIGN OF SMALL HORIZONTAL AXIS WIND TURBINE PROPIEDADES FÍSICAS Y MECÁNICAS DE BLOQUES H10 FABRICADOS EN EL HORNO HOFFMAN DE LA LADRILLERA OCAÑA APLICACIÓN DE LA CONEXIÓN REMOTA ENTRE PLC UNITRONICS Y SMARTPHONE EN LA EVOLUCIÓN TECNOLÓGICA DE LA AUTOMATIZACIÓN DE LOS PROCESOS DE LA INDUSTRIA LADRILLERA DE NORTE DE SANTANDER. REVISIÓN BIBLIOGRÁFICA: UNA MIRADA A LOS SISTEMAS DE DETECCIÓN Y DIAGNÓSTICO DE FALLOS EN EQUIPOS ESTACIONARIOS CRÍTICOS, CASO ESTUDIO: INTERCAMBIADORES DE CALOR SISTEMA DE MONITORIZACIÓN Y CONTROL DEL PROCESO DE LLENADO DE TANQUES DE DISTRIBUCIÓN DE AGUA POTABLE METODOLOGÍA PARA CONTROLAR UNA VÁLVULA DE COMBUSTIBLE DE UN MOTOR DE COMBUSTIÓN INTERNA UTILIZANDO UN MOTOR PASO A PASO IMPLEMENTACIÓN DE UN SISTEMA DE CONTROL PID PARA LA VELOCIDAD DE UN DINAMÓMETRO HIDRÁULICO UTILIZADO EN LA CARACTERIZACIÓN DE MOTORES DE COMBUSTIÓN INTERNA ALGORITMO PARA DETECCIÓN DE FALLAS Y SUAVIZADO DE DATOS DE UNA RED INALÁMBRICA DE SENSORES PARA MONITORIZACIÓN DE VARIABLES AMBIENTALES ANÁLISIS FRACTAL EN IMPRESIÓN DIAGNÓSTICA EN CASOS DE TRASTORNO NEURODEGENERATIVO TIPO ALZHEIMER ANÁLISIS FRACTAL DE LA INFLUENCIA DE LA DISTRIBUCIÓN DE REDES VIALES EN LAS VARIABLES DE TRÁNSITO EFECTO DEL ÁNGULO DE FUERZAS EXTERNAS EN LA DISTRIBUCIÓN DE TENSIONES DE LOS IMPLANTES DENTALES OSTEOINTEGRADOS APORTES DE LA INGENIERÍA MOLECULAR EN LAS VACUNAS TERAPÉUTICAS DEL VIRUS DEL PAPILOMA HUMANO EN MÉXICO FACTORES QUE INCIDEN EN LAS ESTRATEGIAS DE ARTICULACIÓN ENTRE EL PROGRAMA ADMINISTRACIÓN DE EMPRESAS Y EL SECTOR EMPRESARIAL DE CÚCUTA HABILIDADES MATEMATICAS PARA EL PROCESO DE FORMACIÓN EN LAS CIENCIAS CONTABLES DE LA UFPS-CUCUTA RESOLUCIÓN DE PROBLEMAS A TRAVÉS DE LAS TIC Y EL ENFOQUE METODOLÓGICO CPA EVALUACION DEL EFECTO INHIBIDOR DE LA ENZIMA POLIFENOL OXIDASA EN UNA SALSA DE AGUACATE (Persea americana) de la VARIEDAD HASS CONSTRUCCIÓN DEL CONCEPTO DE DERIVADA USANDO LA TI-VOYAGE 92 LA INGENIERÍA DIDÁCTICA COMO METODOLOGÍA DE INVESTIGACIÓN EN EL APRENDIZAJE DEL CÁLCULO DIFERENCIAS INCIDENCIA DEL PENSAMIENTO COMPLEJO EN LA TRANSVERSALIDAD DE LA GESTIÓN DEL CONOCIMIENTO EN LAS CIENCIAS ADMINISTRATIVAS Y ECONÓMICAS EFECTOS DE LA INGENIERÍA DIDÁCTICA EN EL APRENDIZAJE DEL CONCEPTO DE FUNCIÓN ESTUDIO DE LA MOJABILIDAD DE UNA SUPERFICIE HIDROFÓBICA INTELIGENTE ACTIVADA POR CAMBIOS EN EL pH DISEÑA DIGITAL UN ESCENARIO DE CREACIÓN DE CONTENIDOS PARA CANAL CAPITAL BIO-CONVERSIÓN DE AGUAS POST-CONSUMO PISCICOLA PARA LA PRODUCCIÓN DE BIOMASA ALGAL DE ALTO VALOR AGREGADO HERRAMIENTAS DE FABRICACIÓN DIGITAL COMO ESTRATEGIA DE INNOVACIÓN EDUCATIVA TIC EN LOS PROCESOS DE DISEÑO ARQUITECTÓNICO AULA INVERTIDA MEDIADA POR EL USO DE UN PORTAL DE APOYO A LA DOCENCIA EN UN CURSO DE MATEMÁTICAS ANÁLISIS DE COMPONENTES PRINCIPALES SOBRE INTELIGENCIAS MÚLTIPLES Y RENDIMIENTO ACADÉMICO EN ESTUDIANTES DE ESTRATOS BAJOS DE CÚCUTA LA GESTIÓN DE LAS COMUNICACIONES EN EL ÉXITO DE LOS PROYECTOS. CASO ESTUDIO: UNIVERSIDAD DE PROVINCIA PERCEPCIÓN DE LOS ESTUDIANTES DE UN PROGRAMA DE INGENIERÍA SOBRE LA MOVILIDAD ESTUDIANTIL Y SU IMPACTO EN LA FORMACIÓN INTEGRAL COMUNICACIÓN Y MEDIO AMBIENTE: LA TRADICIÓN ORAL COMO HERRAMIENTA PARA LA CONSTRUCCIÓN DE MEMORIA HISTÓRICA EN LA CUENCA DEL RÍO PAMPLONITA NECESIDADES TECNOLÓGICAS DE LA COMUNIDAD INVIDENTE DE LA UNIVERSIDAD DE PAMPLONA, SEDE VILLA DEL ROSARIO ANÁLISIS DE ÁCIDO FÓLICO EN ARROZ BLANCO POR CROMATOGRAFIA LIQUIDA ULTRA RAPIDA (UFLC)SITUACIÓN MIGRATORIA DE LA POBLACIÓN ASENTADA EN LAS COMUNAS 3, 4, 6 Y 7 DEL MUNICIPIO DE CÚCUTA DESDE EL ENFOQUE EN DERECHOS HUMANOS CONTEXTUALIZACIÒN EDUCATIVA EN LA FRONTERA: MEMORIAS, NARRATIVAS ORALES Y SUBJETIVIDADES DE LA POBLACIÒN MEDIACIÓN EN LAS PRÁCTICAS PEDAGÓGICAS A TRAVÉS DE LAS TIC ATENEO: ESTRATEGIA PARA DISMINUIR LA DESERCIÓN Y REPITENCIA DE ESTUDIANTES DE CICLO BÁSICO UNIVERSITARIO ESTABLECIMIENTO IN VITRO DE YEMAS AXILARES DE CEBOLLA DE BULBO (Allium cepa L.) MAQUINAS TURBOCOMPRESOR DE GAS NATURAL – MODELADO DE VIBRACIONES COMPORTAMIENTO DEL CONSUMIDOR DE PRODUCTOS EN LA OFERTA DE TRIBUS INDIGENAS CONCEPCIONES DE EDUCACIÓN A DISTANCIA Y MATEMATICA FINANCIERA DESDE UNA COMPRENSIÓN ONTO-HISTÓRICA EFECTO DE UNA DIETA A BASE DE PROTEÍNA NO CONVENCIONAL EN LA ETAPA DE ALEVINAJE DE CACHAMA BLANCA (Piaractus brachypomus) MODELACIÓN MATEMÁTICA CON APLICATIVOS WEB HACIA LA COMPRENSIÓN DEL CONCEPTO DE DERIVADA LA VIVIENDA DIGNA Y BARRERAS DE ACCESO A LA JUSTICIA: ESTUDIO DE CASO ANÁLISIS DE LAS REPRESENTACIONES SOCIALES DEL MEDIO AMBIENTE COMO SUJETO DE DERECHOS A PARTIR DE LA SENTENCIA T - 622 DE 2016 EN FUNCIONARIOS PÚBLICOS DE CORPONOR EN LA CIUDAD DE CÚCUTA THE IMPACT OF A CLASS PROJECT BASED ON INTERACTION WITH A NATIVE SPEAKER TO IMPROVE THE STUDENTS' LINGUISTIC AND CULTURAL COMPETENCE IN A FOREIGN LANGUAGE COURSE URBANOSCOPIO: PERCEPCIÓN DEL ESPACIO URBANO A TRAVÉS DE LA CATEGORIZACIÓN DE LA MALLA CURRICULAR DEL PROGRAMA DE ARQUITECTURA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER PROCESO DE APRENDIZAJE DE LA MATEMÁTICA DESDE LA PERSPECTIVA DE LA NEUROEDUCACIÓN EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER HABILIDADES PARA LA VIDA EN JÓVENES UNIVERSITARIOS REFORMA RURAL INTEGRAL, UNA MIRADA AL MUNICIPIO DE FORTUL, ARAUCA 301 EL EMPRENDIMIENTO COMO VALOR AGREGADO DEL PROGRAMA DE ADMINISTRACIÓN DE EMPRESAS DE LA UFPS OCAÑA DISEÑO UN MODELO DE DIRECCIÓN ESTRATEGICA PARA EL INSTITUTO DE FORMACIÓN TEOLÓGICA HEBBRÓN – INFORTHEB FACTORES QUE AFECTAN LA PERDURABILIDAD EN LA EMPRESA LEÓN DISTRIBUCIONES DE LA CIUDAD OCAÑA, NORTE DE SANTANDER ANÁLISIS DE LA GENERACIÓN DE RENTAS PROPIAS POR EL MUNICIPIO DE OCAÑA EN EL PERIODO 2009-2017 COMPROMISO SOCIAL EN TORNO AL PROCESO DE COBRANZA DE LAS MULTAS DE TRÁNSITO DE LA CIUDAD DE OCAÑA A LOS INFRACTORES PROVENIENTES DE LA REGIÓN DEL CATATUMBO BUENAS PRÁCTICAS DE GOBERNANZA DE TI PARA LAS CAJAS DE COMPENSACIÓN FAMILIAR DEL NORORIENTE COLOMBIANO AFILIADAS A FEDECAJAS CAPACIDAD DE INNOVACIÓN DE LAS EMPRESAS APÍCOLAS COLOMBIANAS MEJORAMIENTO Y/O REDISEÑO DE PROCESOS ADMINISTRATIVOS PARA OPTIMIZAR EL ÁREA DE RRHH DE LA EMPRESA COOPERATIVA DE CAFICULTORES DEL CATATUMBO LTDA INFLUENCIA DE LAS TIC EN EL DESEMPEÑO DE LOS ESTUDIANTES DE ADMINISTRACIÓN EN LAS PRUEBAS DE SABER PRO 2017 PROTOTIPO DE SOFTWARE FUNCIONAL QUE PERMITA AUDITAR EN EL ÁREA DE RECURSOS HUMANOS DE LAS ENTIDADES DEL SECTOR SALUD EN LA SELECCIÓN DEL PERSONAL COMPARATIVO DE LA VOLATILIDAD TRIMESTRAL DEL ÍNDICE COLCAP EN EL PERIODO 2012-2017 METODOLOGÍA PARA LA EVALUACIÓN INTERNA DE UNA CADENA DE VALOR PREDICCIÓN MEDIANTE INTELIGENCIA ARTIFICIAL DE LA RECOMENDACIÓN DE HOTELES EN MONTEVIDEO EVOLUCION Y CAMBIOS EN EL TRATO DE LOS TRABAJADORES DENTRO DE LAS ORGANIZACIONES LA PRODUCTIVIDAD DEL VALOR AGREGADO (MPVA) Y LOS ESTILOS DE LIDERAZGO EN EL SECTOR MINERO DEL DEPARTAMENTO NORTE DE SANTANDER COLOMBIA LAS COMPETENCIAS LABORALES QUE REQUIERE EL SECTOR PRODUCTIVO: "DILEMA ENTRE LA TEORÍA Y LA PRÁCTICA COMPROMISO DE LOS CONTRIBUYENTES DEL MUNICIPIO DEL CARMEN CON EL IMPUESTO PREDIAL RESPONSABILIDAD SOCIAL EMPRESARIAL CON ENFOQUE MEDIOAMBIENTAL DE LAS EMPRESAS CARBONÍFERAS DE LA CIUDAD DE CÚCUTA IMPACTO DEL CONSUMO EN LOS COMERCIOS DE LA CIUDAD DE CÚCUTA. BAJO UN ESTUDIO DE CASOS DE LA MIGRACIÓN DE VENEZOLANOS EL TURISMO COMO CONTRIBUCIÓN AL CRECIMIENTO DEL PIB, PARA EL DESARROLLO DE LA ECONOMÍA DEL PAÍS LAS TIC COMO FACTOR DETERMINANTE DE INNOVACIÓN EN EL SECTOR TURÍSTICO EFECTOS SOCIO-ECONOMICOS DE LA CRISIS DE VENEZUELA EN CUCUTA Y SU SECTOR MANUFACTURERO CASO: CONFECCIONES Y CALZADO TASA MÍNIMA DE RENDIMIENTO REQUERIDA (TMRR) "MITO O REALIDAD" APLICACIÓN DE LA INDUSTRIA 4.0 EN LOS NEGOCIOS INTERNACIONALES CARACTERIZACIÓN DE ACTITUDES Y HABILIDADES EMPRENDEDORAS Y CAPACIDADES DE EMPRESARIALIDAD ENMARCADAS EN LA POLÍTICA DE CULTURA DEL EMPRENDIMIENTO DE LOS ESTUDIANTES Y DOCENTES EN LAS INSTITUCIONES EDUCATIVAS (IE) DEL MUNICIPIO DE SARDINATA, NORTE DE SANTANDER HEURÍSTICOS Y SESGOS COGNITIVOS EN LAS DECISIONES GERENCIALES: QUÉ SON Y CÓMO SE PUEDEN EVITAR ANÁLISIS DE SOSTENIBILIDAD DE SISTEMAS DE PRODUCCIÓN OVINO-CAPRINO ESTUDIO DE FACTIBILIDAD PARA LA EXPORTACIÓN DEL AGUACATE (persea americana) EN LA PRODUCCIÓN DEL MUNICIPIO BOCHALEMA, NORTE DE SANTANDER PRÁCTICAS DE RESPONSABILIDAD SOCIAL DE LAS EMPRESAS DE INGENIERÍA ELÉCTRICA EN NORTE DE SANTANDER TURISMO GASTRONÓMICO, UNA OPORTUNIDAD PARA EL DESARROLLO ECONÓMICO LOCAL DILEMAS BIOÉTICOS DEL PERSONAL DE SALUD Y VIVENCIAS DE PACIENTES EN LISTA DE ESPERA FRENTE A LA PRESUNCION LEGAL DE DONACIÓN RELACIÓN ENTRE EL NIVEL DE SOBRECARGA DEL CUIDADOR PRINCIPAL Y LA AGENCIA DE AUTOCUIDADO DEL PACIENTE DE CIRUGÍA CARDIACA EN UNA INSTITUCIÓN DE ALTA COMPLEJIDAD EN CÚCUTA FORMACIÓN PROFESIONAL PERTINENTE Y DE CALIDAD EN UN PROGRAMA DE SALUD: LOGROS Y BRECHAS INDICADORES BIOQUIMICOS INCIDENTES DURANTE EL ESFUERZO FISICO EN PATINADORES DE CARRERAS DEL DEPARTAMENTO DE NORTE DE SANTANDER DIAGNÓSTICO DE LAS CONDICIONES Y MEDIO AMBIENTE DE TRABAJO DEL LABORATORIO DE CERÁMICOS DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER, SEDE CÚCUTA IDENTIFICACIÓN DE LOS ESTILOS DE VIDA Y EL RIESGO CARDIOVASCULAR EN LOS COLABORADORES DE LA SEDE ADMINISTRATIVA COOMEVA EPS OFICINA CÚCUTA CONCORDANCIA ENTRE LA RELACIÓN GENÉTICA Y PROTEÓMICA DE AISLADOS CLÍNICOS Y AMBIENTALES DE Cryptococcus neoformans var. grubii EN CÚCUTA, COLOMBIA ACTIVIDAD FÍSICA E INTELIGENCIA EMOCIONAL: UN ESTUDIO COMPARATIVO EN ESTUDIANTES UNIVERSITARIOS DESAFIOS EN LA ADHERENCIA TERAPÉUTICA AL TRATAMIENTO ANTITUBERCULOSIS Y PLANES HACIA LA ELIMINACION DE LA ENFERMEDAD EN LA CIUDAD DE SAN JOSÉ DE CÚCUTA DETERMINANTES SOCIALES DE LA SALUD EN POBLACIÓN INMIGRANTE VENEZOLANA EN EL TERRITORIO DE CÚCUTA, NORTE DE SANTANDER, 2017-2018 CALIDAD DE VIDA EN POBLACIÓN INMIGRANTE VENEZOLANA EN EL TERRITORIO DE CÚCUTA, NORTE DE SANTANDER, 2017-2018 IMPACTO DE LA ESTRATEGIA CUIDANDO JUNTOS EN CUIDADORES DE PERSONAS CON DISCAPACIDAD RENOVACIÓN CONCEPTUAL DEL PRINCIPIO DE OPORTUNIDAD EN EL SISTEMA PENAL ACUSATORIO IMAGINARIOS SOCIALES DE PAZ E IMPLEMENTACIÓN NORMATIVA DE LA CÁTEDRA PARA LA PAZ A TRAVÉS DE LA PAZ APP EN INSTITUCIONES EDUCATIVAS PÚBLICAS EN CÚCUTA LINEAMIENTOS PEDAGÓGICOS PARA LA FORMACIÓN EN GESTIÓN AMBIENTAL DEL CONTADOR PÚBLICO, DESDE LA ACCIÓN DOCENTE" "APROXIMACIÓN TEÓRICA SOBRE LA CORRESPONDENCIA ENTRE LA FORMACIÓN DOCENTE Y LAS POLÍTICAS NACIONALES DE CALIDAD EDUCATIVA COMO BASES PARA UNA PEDAGOGÍA INFANTIL" UNIVERSIDAD FRANCISCO DE PAULA SANTANDER CUCUTA "APORTES TEÓRICOS CONCEPTUALES A LAS COMPETENCIAS PEDAGÓGICAS DE LOS FORMADORES OCUPACIONALES EN EL MARCO DE LA EDUCACIÓN NO FORMAL" MIGRACIÓN FRONTERIZA, MOVILIDAD SOCIAL, E IMPACTO EN LOS ASENTAMIENTOS HUMANOS. "Caso Talento, Municipio de San José de Cúcuta." INCLUSIÓN EDUCATIVA EN CONTEXTOS DE VIOLENCIA: ESTUDIO DE CASO, TIBÚ- COLOMBIA. GEOMETRIZACIÓN DE INDICADORES URBANOS COMO ESTRATEGIA PARA PRODUCCIÓN DE PROYECTOS DE ARQUITECTURA Y URBANISMO LA ARCILLA Y LA ARQUITECTURA REPRESENTATIVA DEL SECTOR CENTRO COMO ELEMENTOS PROPIOS DE LA IDENTIDAD DE SAN JOSÉ DE CÚCUTA. MEMORIA HISTÓRICA GRÁFICA DE LAS HUELLAS DEL CONFLICTO ARMADO EN NORTE DE SANTANDER. CAMINANDO POR LAS HUELLAS DEL DISEÑO GRÁFICO EN COLOMBIA. INCLUSIÓN SOCIO LABORAL DE PERSONAS CON DISCAPACIDAD INTELECTUAL, EN LAS EMPRESAS PRIVADAS DE CÚCUTA. DESDE LA PEDAGOGIA CRÍTICA LA FORMACIÓN EN CIUDADANIA: ESTUDIO DE CASO ESTUDIANTES DE LOS PROGRAMAS PERTENECIENTES A LA FACULTAD DE EDUCACIÓN ARTES Y HUMANIDADES DE LA U.F.P.S PRAXIS PEDAGÓGICA: UNA APROXIMACION TEORICA EN EL CONTEXTO DEL SUBSISTEMA DE EDUCACION BASICA, NIVEL PRIMARIA MUNICIPIO LA CEIBA ESTADO TRUJILLO, REPÚBLICA BOLIVARIANA DE VENEZUELA IMAGINARIOS DE CONFLICTO SOCIAL EN UN ASENTAMIENTO HUMANO DE LA ZONA METROPOLITANA DE CÚCUTA REPRESENTACIÓN MEDIÁTICA DE LOS MIGRANTES EN LA FRONTERA COLOMBO VENEZOLANA: ANÁLISIS DE LAS FRANJAS INFORMATIVAS DEL CANAL UNO Y CANAL TRO LA SUPERVISION EDUCATIVA DEL SUBSISTEMA DE EDUCACION BASICA VENEZOLANA MODELACIÓN MATEMÁTICA CON APLICATIVOS WEB HACIA LA COMPRENSIÓN DEL CONCEPTO DE DERIVADA EL RECONOCIMIENTO COMO POSIBILIDAD PEDAGÓGICA DESDE LA TEORÍA DE LAS REPRESENTACIONES SOCIALES DE GUERRA Y PAZ DE JÓVENES UNIVERSITARIOS CARACTERIZACIÓN DE LOS RESULTADOS DE LA PRUEBA SABER PRO 2017 EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER ESTRATEGIA DIDÁCTICA PARA FORTALECER LAS PRÁCTICAS EN LECTURA Y ESCRITURA DE LA UNVERSIDAD FRANCISCO DE PAULA SANTANDER: GUÍA ORIENTADORA ULISES ESTILO DE ENSEÑANZA Y APRENDIZAJE DEL PROGRAMA INGENIERÍA ELECTRÓNICA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER RESPONSABILIDAD SOCIAL UNIVERSITARIA UN NUEVO ENFOQUE PARA EL DESARROLLO DE LA EDUCACION SUPERIOR EN COLOMBIA. ESTRATEGIA PARA INCENTIVAR EL APRENDIZAJE AUTÓNOMO: CASO CONCURSO NACIONAL DE INTEGRALES ALFABETIZACIÓN ESCOLAR Y LITERACIDAD: UNA LECTURA DESDE LA INVESTIGACIÓN ACCIÓN PEDAGÓGICA EDUCACION DE CALIDAD EN EL CATAUMBO: CARACTERIZACIÓN DEL DOCENTE DE CALIDAD CIUDADANÍA Y DESARROLLO HUMANO: UN ABORDAJE DESDE LA CARTOGRAFÍA SOCIAL DIAGNÓSTICO SOBRE LA PERCEPCIÓN Y EL USO DEL ESPACIO PÚBLICO DE LA CIUDAD DE CÚCUTA POR PARTE DEL COLECTIVO FEMENINO. CASO CALLE TRECE ENTRE AVENIDAS CERO Y QUINTA LAS DINÁMICAS URBANAS Y SU INCIDENCIA EN LA TRANSFORMACIÓN DEL TERRITORIO. LA BRECHA ENTRE LAS COMPETENCIAS DE LOS EGRESADOS DEL PROGRAMA DE INGENIERÍA DE SISTEMAS DE LAS UNIVERSIDADES OFICIALES DE NORTE DE SANTANDER Y EL EJERCICIO PROFESIONAL EN MATERIA DE GOBIERNO DE TI. FORMAS DE LA INFORMACION / LA CIENCIA COMO FUNDAMENTO PROYECTUAL INTELIGENCIA EMOCIONAL EN LA FORMACIÓN INICIAL DE DOCENTES CARTOGRAFÍA DE LAS PRACTICAS DE CRIANZA DE LAS SUBJETIVIDADES INFANTILES EMERGENTES EN LA CIUDAD DE CÚCUTA. ATENCIÓN PSICOEDUCATIVA A NIÑOS Y NIÑAS HOSPITALIZADOS POR ENFERMEDAD GENERAL DEL SERVICIO DE PEDIATRIA E.S.E H.U.E.M DESEMPEÑO CIENTIFICO DEL DOCENTE DE LA UNIVERSIDAD PÚBLICA COLOMBIANA ANÁLISIS DE LA SITUACIÓN SOCIAL FRENTE AL DESARROLLO DE INCENDIOS FORESTALES EN LA COMUNIDAD PERTENECIENTE A LAS VEREDAS SAN MIGUEL Y TEJA DE ÁBREGO, NORTE DE SANTANDER ANÁLISIS DE LOS ESTILOS DE DIRECCIÓN DE LAS MUJERES QUE DESEMPEÑAN CARGOS DE ALTA DIRECCIÓN EN LAS ENTIDADES DE ECONOMÍA SOLIDARIA EN LA CIUDAD DE OCAÑA, NORTE DE SANTANDER FACTORES DE ÉXITO DE EMPRENDIMIENTOS BENEFICIARIOS DE CAPITAL SEMILLA FONDO EMPRENDER EN COLOMBIA LA DIFICIL TAREA DE SER MADRE EN ESTUDIANTES UNIVERSITARIAS LA DISCAPACIDAD POR EL CONFLICTO ARMADO: UN CAMBIO DE VIDA PARA EL CUIDADOR PRINCIPAL CALIDAD DE VIDA Y FUNCIONALIDAD FAMILIAR EN PERSONAS CON HIPERTENSION ARTERIAL Y DIABETES MELLITUS DE CUCUTA PERCEPCIÓN DE LOS USUARIOS DEL COMPORTAMIENTO DE CUIDADO HUMANIZADO DEL PROFESIONAL DE ENFERMERÍA EN LAS UNIDADES DE CUIDADO INTENSIVO DE UNA ENTIDAD OFICIAL Y UNA ENTIDAD PRIVADA EN EL I SEMESTRE DE 2017 INFLUENCIA DE LOS METODOS CONTRASTE Y PLIOMETRICO SOBRE LA FUERZA EXPLOSIVA EN ETAPA PRECOMPETITIVA EN FUTBOLISTAS JUVENILES PERFIL SOCIODEMOGRÁFICO DEL ESTUDIANTE DE ENFERMERÍA ASOCIADO A SU CONOCIMIENTO Y ACTITUD FRENTE A LA DONACIÓN Y TRASPLANTE DE ÓRGANOS Y TEJIDOS. CONDICIÓN FÍSICA Y ACTIVIDAD FÍSICA DIRIGIDA MUSICALIZADA EN ESTUDIANTES DE LA UNIVERSIDAD DE PAMPLONA FACTORES MULTIDIMENSIONALES QUE INFLUYEN EN EL ESTADO DE SALUD DEL ADULTO MAYOR RETOS PARA EL FOMENTO DE LA EDUCACIÓN SEXUAL Y CONSTRUCCIÓN DE CIUDADANÍA EN EL MUNICIPIO DE SARDINATA BARRERAS DE ACCESO A LA JUSTICIA EN LA PRESTACION DE LOS SERVICIOS PUBLICOS DOMICILIARIOS - BARRIO LOS MANGOS – CÚCUTA – NORTE DE SANTANDER CÚCUTA ENTRE LA LEGALIDAD DEL LÍMITE Y LA ILEGALIDAD DE LA FRONTERA. EFECTO DEL PRETRATAMIENTO CON ULTRASONIDO EN LAS CINÉTICAS DE SECADO CONVECTIVO DEL BANANO (Musa paradisiaca sp). TORTUOSIDAD Y PERMEABILIDAD DE MATERIALES CERÁMICOS MESOPOROSOS DE CAOLÍN Y DIATOMITA EFECTO DE LA CONCENTRACIÓN DE ALMIDÓN EN LAS PROPIEDADES, MORFOLÓGICAS Y ESTRUCTURALES DE CERÁMICAS POROSAS A BASE DE ARCILLAS EXPANSIVAS. SIMULACIÓN Y CONSTRUCCIÓN DE LA SILLA DE RUEDAS CONVENCIONAL EN MATERIAL ECOLÓGICO DISEÑO DE SISTEMA AUTOMÁTICO DE CONTROL DE VELOCIDAD DE MOTOR BLDC APLICADO A MICROCENTRÍFUGA. SISTEMA DE INFORMACIÓN PARA AUTOEVALUACIÓN – SIAU EXTRACCIÓN DE CARACTERÍSTICAS DISCRIMINANTES EN IMÁGENES BIOMÉDICAS. ANÁLISIS DEL POTENCIAL TÉCNICO PARA LA PRODUCCIÓN DE ENERGÍA RENOVABLE A PARTIR DEL CUESCO DE PALMA EN NORTE DE SANTANDER CODIFICACIÓN MORFOLOGICA E HISTÓRICA DE LA ARQUITECTURA RELIGIOSA EN LA CIUDAD DE SAN JOSÉ DE CÚCUTA: CASO CATEDRAL DE SAN JOSÉ COMPETENCIAS RELEVANTES DE UN DIRECTOR DE GRUPO DE INVESTIGACIÓN EN LA UFPS, PARA SER EFICAZ EN SU ENTORNO, BUSCANDO ARTICULAR LA INVESTIGACIÓN CON EL DESARROLLO LOCAL, REGIONAL Y NACIONAL LA DEMOSTRACIÓN POR REDUCCIÓN AL ABSURDO UNA VÍA AL DESARROLLO DEL PENSAMIENTO MATEMÁTICO AVANZADO LA EFECTIVIDAD MATERIAL DE LA CONSULTA POPULAR EN LA ACTIVIDAD MINERA PARA LA PROTECCION DE LOS RECURSOS NARUTALES EN COLOMBIA EVALUACIÓN DE UN CONCETRADO PARA GANADO BOVINO A PARTIR DE QUERATINA EXTRAÍDA DEL SUBPRODUCTO (PLUMAS DE POLLO) COMPLEMENTADO CON PROTEÍNA DE SOYA (Glycine max) Y MAÍZ (Zea mayz). EVALUACIÓN DEL TEST DE TETRAZOLIO COMO MÉTODO PARA DETERMINAR LA VIABILIDAD DE SEMILLAS DE Glycine max. INDUCCIÓN DE POLIPLOIDIA EN KALANCHOE DAIGREMONTIANA RAYM.-HAMET & H.PERRIER (CRASSULACEAE) TOXICIDAD DE LAS AGUAS RESIDUALES PISCÍCOLAS SOBRE EL CULTIVO DE Scenedesmus sp. CAPACITAR EN EDUCACIÓN ADMINISTRATIVA Y FINANCIERA PRODUCTORES DE OVINOS Y CAPRINOS DE ASOVICAN (ASOCIACIÓN DE OVINOS Y CAPRINOS DEL NORTE DE SANTANDER) FITODEPURACIÓN DE AGUAS RESIDUALES CON UNA PLANTA EPÍFITA DE BOSQUE SECO TROPICAL (Tillandsia flexuosa ) VIABILIDAD DE INVERSIÓN EN EL MERCADO DE VALORES DE LAS EMPRESAS Y PERSONAS NATURALES RADICADOS EN ZONA DE FRONTERA NORORIENTAL, CON EL FIN DE OBTENER MEJORES BENEFICIOS ECONÓMICOS QUE CONTRIBUYAN AL DESARROLLO REGIONAL PERFIL COMPETITIVO DE LA INDUSTRIA DEL BLUE JEANS EN LA ECONOMÍA DE CÚCUTA SECTOR AGRÍCOLA EN NORTE DE SANTANDER Y EL MERCADO ASIÁTICO CARACTERIZACIÓN DEL SECTOR MIPYMES FORMAL E INFORMAL DE LA CIUDAD DE SAN JOSÉ CÚCUTA ANALISIS DEL COMPORTAMIENTO DE LAS FINANZAS PÚBLICAS EN SAN JOSÉ DE CÚCUTA DEL 2015-2017. APUESTAS COMPETITIVAS PARA EL FOMENTO DE LA PRODUCTIVIDAD DE LOS PRODUCTORES DE AGUACATE DEL MUNICIPIO DE BOCHALEMA, NORTE DE SANTANDER. USO DE SOFTWARE CONTABLE EN EL SECTOR COMERCIAL DE AUTOPARTES DEL MUNICIPIO DE SAN JOSE DE CÚCUTA MEDIDAS DE MITIGACIÓN Y ADAPTACIÓN SOBRE LAS EMISIONES DE GASES EFECTO INVERNADERO EN EL SECTOR TEXTIL DE NORTE DE SANTANDER ENFOCADAS AL COMERCIO INTERNACIONAL. EL TRABAJO SOCIAL DESDE LAS REPRESENTACIONES DE LOS ESTUDIANTES DE LICENCIATURA EN MATEMÁTICAS DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER ANÁLISIS DE LAS REPRESENTACIONES SOCIALES DEL MEDIO AMBIENTE COMO SUJETO DE DERECHOS A PARTIR DE LA SENTENCIA T - 622 DE 2016 EN FUNCIONARIOS PÚBLICOS DE CORPONOR EN LA CIUDAD DE CÚCUTA . ANALISIS DE LA TRANSCULTURACIÓN Y ADAPTACIÓN DE LOS INMIGRANTES VENEZOLANOS EN EL MUNICIPIO DE SAN JOSÉ DE SAN JOSÉ DE CÚCUTA. REALIDAD FRONTERIZA E IMPACTO SOCIAL DE LA MIGRACIÓN DE POBLACIÓN VENEZOLANA EN EL MUNICIPIO DE SAN JOSÉ DE CÚCUTA. (2016-2018) LAS ACTITUDES HACIA LAS MATEMATICAS EN ESTUDIANTES DE EDUCACION MEDIA: UN INSTRUMENTO PARA SU MEDICIÓN ESTRATEGIA DE INFORMACIÓN, EDUCACIÓN, COMUNICACIÓN PARA INCENTIVAR EL USO DE LAS TIC EN EL SEMILLERO DE INVESTIGACIÓN EN CIENCIAS SOCIALES FALS BORDA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER DE LA CIUDAD DE SAN JOSÉ DE CÚCUTA EN EL AÑO 2018 SECUENCIA DIDÁCTICA PARA LA COMPRENSIÓN LECTORA DEL LENGUAJE ALGEBRAICO EN ESTUDIANTES DE GRADO SÉPTIMO INCLUSION DE LA POBLACION LGBTI DESDE LA DIVERSIDAD DE GÉNERO, ORIENTACIÓN E IDENTIDAD SEXUAL . CULTURA CIUDADANA Y PRÁCTICA DEMOCRÁTICA: UN ANÁLISIS DESDE CENTRO DE CONVIVENCIA CIUDADANA DE CÚCUTA IDONEIDAD DEL TÉRMINO "SORDOMUDOS" EN LA LEGISLACIÓN COLOMBIANA AL REFERIRSE A LA POBLACIÓN CON DISCAPACIDAD AUDITIVA VIOLENCIA SIMBÓLICA BASADA EN GÉNERO EN ESTUDIANTES CISGÉNERO, DEL PROGRAMA DE INGENIERÍA CIVIL, SEXTO SEMESTRE, DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER. ESTRATEGIA DE COMUNICACIÓN PARA LA VISIBILIZACIÓN DE LA MARCA ASOCIACIÓN CHICAS F - LA FORTALEZA, COMUNA 8 DE SAN JOSÉ DE CÚCUTA DISEÑO DE MODELO ARQUITECTÓNICO PARA CENTRO AGROECOLÓGICO EN CLIMA TROPICAL CÁLIDO: CASO ASENTAMIENTO LA FORTALEZA, SAN JOSÉ DE CÚCUTA, NORTE DE SANTANDER ANÁLISIS DE LAS ACTITUDES Y COMPORTAMIENTOS DEL NORTE SANTANDEREANO HACIA LOS INMIGRANTES VENEZOLANOS REPRESENTACIONES SOCIALES DEL TRABAJO INFORMAL DE LOS VENDEDORES EN LA COMUNA UNO Y CINCO DE CÚCUTA DERECHOS FUNDAMENTALES INNOMINADOS: EVOLUCIÓN, CONCEPTO Y APLICACIÓN. LA TEORIA DEL RIESGO PARA LA IMPUTACION DEL DAÑO EN LA RESPONSABILIDAD CIVIL EXTRACONTRACTUAL: CASO DE RITA SABOYA CABRERA Y OTROS CONTRA CONDENSA S.A. SISTEMAS CONSTRUCTIVOS PREFABRICADOS CON MATERIALES DE LA REGIÓN CON ENFOQUE SOSTENIBLE PARA LA CONSTRUCCIÓN DE VIVIENDAS ECONÓMICAS Y DE CALIDAD HABITACIONAL EN CÚCUTA. ESTRATEGIA DE MARKETING SOCIAL PARA LA PROMOCIÓN DE DERECHOS HUMANOS EN VÍCTIMAS DEL CONFLICTO ARMADO EN NORTE DE SANTANDER, 2018 RESIGNIFICACIÓN DEL RIO CATATUMBO TIBÚ – LA GABARRA: CRÓNICAS WEB PARA LA RECONSTRUCCIÓN DE MEMORIA HISTÓRICA A TRAVÉS DE LA TRADICIÓN ORAL IDENTIFICACIÓN DE MENÚ TÍPICO GRAMALOTERO PROSPECTIVA ESTRATÉGICA DESDE LA COMUNICACIÓN DIGITAL 2018 – 2020 PARA LA ASOCIACIÓN LA ASOCIACIÓN CHICAS F DE LA COMUNA 8 DE SAN JOSÉ DE CÚCUTA OBJETO VIRTUAL DE APRENDIZAJE (OVA), PARA LA ENSEÑANZA DEL INGLÉS EN NIÑOS DE PREESCOLAR Y/O TRANSICIÓN DE LA ESCUELA SAN VICENTE DE PAÚL, DE LA CIUDAD DE CÚCUTA CONTEXTO DEL USO DE LOS MEDIOS PUBLICITARIOS DE LA AVENIDA 0 ENTRE CALLE 2 Y 18 DE SAN JOSÉ DE CÚCUTA SEMANTICA DE LOS TÉRMICOS GASTRONOMICOS EN LA COCINA TRADICIONAL EN LOS SANTANDERES ANÁLISIS HISTÓRICO DE LA INCLUSIÓN EDUCATIVA DESDE LA PERSPECTIVA DEL MODELO PRAXEOLÓGICO DISEÑO E IMPLEMENTACIÓN DE PROCESOS DE EMPODERAMIENTO A TRAVÉS DEL PLAN DE COMUNICACIÓN ESTRATÉGICA 2018 – 2020 PARA LA ASOCIACIÓN LA ASOCIACIÓN CHICAS F DE LA COMUNA 8 DE SAN JOSÉ DE CÚCUTA ACCIONES Y CONCEPTOS DE LA COMUNICACIÓN PARA EL CAMBIO SOCIAL EN LAS ONG'S DEL DEPARTAMENTO NORTE DE SANTANDER 2018 RECONSTRUCCIÓN DE LA MEMORIA HISTÓRICA DEL CULTIVO TRADICIONAL DEL TRIGO EN MUTISCUA, NORTE DE SANTANDER. ESTRATEGIAS DE AFRONTAMIENTO Y ORIENTACIÓN SUICIDA EN ADOLESCENTES DE UN COLEGIO DE LA COMUNA 7 EN LA CIUDAD DE CÚCUTA SIGNIFICADO DE LA VENTILACIÓN MECÁNICA PARA LOS FAMILIARES DE PACIENTES QUE ESTUVIERON HOSPITALIZADOS EN LA UNIDAD DE CUIDADOS INTENSIVOS DE LA CLÍNICA MEDICAL DUARTE DURANTE EL SEGUNDO TRIMESTRE DE 2018 HALLAZGO DE Cryptococcus spp. A PARTIR DE AISLADOS AMBIENTALES DE Acanthamoeba spp. DE LA CIUDAD DE CÚCUTA, NORTE DE SANTANDER TIEMPO DE ESTIRAMIENTO ADECUADO EN LOS MUSCULOS ISQUIOTIBIALES Y SU EFECTIVIDAD EN LA GANANCIA DE ARCOS DE MOVILIDAD UTILIZANDO LA TECNICA SOSTENER RELAJAR EN ADULTOS JOVENES SANOS VIVENCIAS FRENTE AL ESTIGMA DE LA MATERNIDAD EN ADOLESCENTES, ASISTENTES A LA E.S.E HOSPITAL LOCAL DEL MUNICIPIO DE LOS PATIOS EN EL SEGUNDO SEMESTRE DE 2018 SISTEMAS DE INFORMACIÓN PARA LA GESTIÓN DE PROYECTOS DE OBRAS CIVILES PATRONES EN MOSAICOS Y TESELADOS DESDE COMPOSICIONES GEOMÉTRICAS SÍNTESIS Y CARACTERIZACIÓN DE ZEOLITAS A PARTIR DE CENIZAS VOLANTES PROVENIENTES DE LA COMBUSTIÓN DEL CARBÓN EN LA TERMOELÉCTRICA TERMOTASAJERO S.A.S POR EL MÉTODO DE HIDROGEL ELABORACIÓN Y ANÁLISIS DE UN ABONO APARTIR DE DIATOMEAS RECICLADAS, CARBOXIMETILCELULOSA Y FECULA DE MAIZ EN MEZCLA CON DISTINTAS CONCENTRACIONES DE NPK. PLAN DE NEGOCIO PARA LA PREPARACIÓN Y COMERCIALIZACIÓN DE PRODUCTOS DE REPOSTERIA A BASE DE FRUTAS DE LA REGIÓN EN EL MUNICIPIO DE CHITAGA NORTE DE SANTANDER ELABORACIÓN DE UNA GOMITA MASTICABLE A PARTIR DE PECTINA CITRICA FORTIFICADA CON CARBONATO DE CALCIO Y VITAMINA D DESARROLLAR LA CÁTEDRA 'TEORÍA DE LA COMUNICACIÓN I' DEL PROGRAMA DE COMUNICACIÓN SOCIAL DE LA UNIVERSIDAD DE PAMPLONA - CAMPUS VILLA DEL ROSARIO EMPLEANDO LA SERIE ANIMADA 'LOS SIMPSON' COMO HERRAMIENTA MEDIADORA . DETERMINACIÓN DE LA CULTURA DE RECICLAJE DE PLÁSTICO PET DE LOS HABITANTES Y ORGANIZACIONES DE OCAÑA ANÁLISIS DE PATOLOGÍAS ORIGINADAS EN LAS PERSONAS DEL MUNICIPIO DE OCAÑA NORTE DE SANTANDER A PARTIR DEL USO DE SISTEMAS COMPUTACIONALES SEGURIDAD INFORMÁTICA EN LA REGIÓN CATATUMBO: UNA REALIDAD QUE DEBE VIVIR TODO SISTEMA OPERATIVO DETERMINACIÓN DE LA CULTURA DE RECICLAJE DE PLÁSTICO PET DE LOS HABITANTES Y ORGANIZACIONES DE OCAÑA ANÁLISIS DE PATOLOGÍAS ORIGINADAS EN LAS PERSONAS DEL MUNICIPIO DE OCAÑA NORTE DE SANTANDER A PARTIR DEL USO DE SISTEMAS COMPUTACIONALES ANÁLISIS DE EMPRENDIMIENTO EMPRESARIAL EN LOS ESTUDIANTES DE CONTADURÍA PÚBLICA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA PARADIGMAS DE LA EVOLUCIÓN DE LA PROFESIÓN CONTABLE: HISTORIA CONTADA EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER-OCAÑA FOOD MONITOR ESTUDIO DEL PENSAMIENTO TRIÁDICO EN INGENIERÍA DE SISTEMAS DESCRIPCIÓN DE LA ACTITUD DE LOS MICROEMPRESARIOS OCAÑEROS FRENTE A LAS NIIF. DISEÑO DE PRODUCTO TURISTICO DEL MUNICIPIO DE ABREGO NORTE DE SANTANDER, COLOMBIA DISEÑO DE PRODUCTO TURISTICO DEL MUNICIPIO DE LA PLAYA DE BELÉN NORTE DE SANTANDER, COLOMBIA ANÁLISIS DE LOS DERECHOS FUNDAMENTALES DEL ADULTO MAYOR PRIVADO DE LA LIBERTAD EN EL INSTITUTO NACIONAL PENITENCIARIO Y CARCELARIO (INPEC), DEL MUNICIPIO DE OCAÑA NORTE DE SANTANDER PROYECTO DE EXTENSIÓN SOLIDARIO: "FELICIDAD SIN FRONTERAS" DISEÑO DE UN PROTOTIPO DE INVERNADERO AUTOMATIZADO POR MEDIO DE UN MICRO CONTROLADOR ARDUINO CON EL FIN DE SIMULAR LOS FACTORES QUE INFLUYEN EN EL CRECIMIENTO DE UN CULTIVO DISEÑAR UN SISTEMA DE SEGURIDAD QUE SE ADAPTE EN LA CERRADURA MANUAL DE SOBREPONER UTILIZANDO UN MÓDULO DE RECONOCIMIENTO DE HUELLA DIGITAL, CON LA FINALIDAD DE TENER MAYOR CONTROL DEL ACCESO DE LAS PERSONAS DISEÑO DE PRODUCTOS TURÍSTICOS CON FINES DE APROVECHAMIENTO DEL POTENCIAL RELIGIOSO Y CULTURAL DEL MUNICIPIO DE RÍO DE ORO, CESAR DETERMINAR LA COMPRENSIÓN LECTORA DE LOS ESTUDIANTES DE CONTADURÍA PÚBLICA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA LA ECONOMÍA IMPUESTA EN DOS MUNICIPIOS TESTIGOS DEL CONFLICTO ESTRATEGIAS PEDAGÓGICAS A LA EDUCACIÓN A PERSONAS EN CONDICIÓN DE DISCAPACIDAD AUDITIVA EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER-OCAÑA PROFUNDIZACIÓN DEL IMPACTO DE LA INFORMALIDAD: REALIDADES EMPRESARIALES DE LOS SALONES DE BELLEZA MOTOTAXISMO EN LA CIUDAD DE OCAÑA TENIENDO EN CUENTA LOS PUNTOS PRINCIPALES PARA DETERMINAR LA CONTAMINACIÓN ATMOSFÉRICA A TRAVÉS DE FACTORES DE EMISIÓN. CARACTERIZACIÓN DE LOS LODOS RESIDUALES EN TIEMPO DE VERANO GENERADOS EN EL PROCESO DE POTABILIZACIÓN DEL AGUA EN LA EMPRESA DE SERVICIOS PÚBLICOS DE OCAÑA ESPO S.A IMPLEMENTACIÓN PEDAGÓGICA A LOS ESTUDIANTES DE EDUCACIÓN MEDIA, DE LOS GRADOS 11°, EN LAS INSTITUCIONES EDUCATIVAS DEL MUNICIPIO DE ABREGO, NORTE DE SANTANDER, EN CUANTO AL APRENDIZAJE DE LOS DEBERES Y DERECHOS CON RELACIÓN A LOS MECANISMOS DE PROTECCIÓN CONSAGRADOS EN LOS ARTÍCULOS 23, 86 Y 88 DE LA CONSTITUCIÓN POLÍTICA DE COLOMBIA. ANÁLISIS DE LA DIRECCIÓN DEL CHORRO INYECTADO QUE INCIDE SOBRE LAS CUCHARAS, MEDIANTE LA ESTRUCTURA DE MEDICIÓN, PARA LA OPTIMIZACION DE FUERZA Y POTENCIA EN UNA MICROTURBINA PELTON PROPUESTA DE DISEÑO DE UNA MICROTURBINA MICHELL-BANKI EN EL SECTOR LA PRADERA OCAÑA, NORTE DE SANTANDER CONTROL, PROTECCIÓN Y REGULACIÓN DE LOS VANT EN COLOMBIA PENSAMIENTO TRIADICO Y RENDIMIENTO ACADEMICO EN ESTUDIANTES DE INGENIERIA DE SISTEMAS RESPONSABILIDAD DE LA ADMINISTRACIÓN LOCAL FRENTE A LOS IMPACTOS SOCIALES QUE PRODUCE LA EXPANSIÓN URBANA INFORMAL EN EL BARRIO FUNDADORES EN EL MUNICIPIO DE OCAÑA DESAFIOS Y OBSTACULOS DEL SECTOR INDUSTRIAL PARA LA GENERACIÓN DE EMPLEO EN OCAÑA SIMULACIÓN CDF TURBINA BANKI-MICHELL FTALATOS: REVISIÓN DE EFECTOS ADVERSOS CAUSADOS EN LA SALUD HUMANA Y EL MEDIO AMBIENTE COMPORTAMIENTO DEL PETFE Y POLICARBONATO PARA UN MATERIAL EFICIENTE EN CONSTRUCCIONES ANÁLISIS Y REVISIÓN DE LOS POLÍMEROS TERMOPLÁSTICOS UTILIZADOS EN LAS VÍAS Y EDIFICACIONES MODERNAS ADHESIVOS VERDES, REVISION DE UNA TECNOLOGIA INCORPORACION DE CENIZAS VOLANTES EN LOS PROCESOS DE FABRICACION DEL CEMENTO Y PRODUCTOS CERÁMICOS DE CONSTRUCCION EVALUANDO SUS PROPIEDADES ESTRUCTURALES Y MECÁNICAS: UNA REVISION DE LITERATURA DISEÑO E IMPLEMENTACIÓN DE LA RUTA AGROTURISTICA PARA EL MUNICIPIO DE GRAMALOTE APLICACIÓN DE POLÍMEROS EN LA ESTRUCTURA DEL PAVIMENTO ASFÁLTICO COMO ALTERNATIVA SOSTENIBLE PARA LA DISMINUCIÓN DE RESIDUOS PLÁSTICOS. UNA REVISIÓN DE LITERATURA REPRESENTACIONES SOCIALES DE EMPRESARIOS COLOMBIANOS, RESPECTO A LA ECONOMÍA EN LA FASE DE POSCONFLICTO DISEÑO DE SISTEMA AUTOMÁTICO DE CONTROL DE VELOCIDAD DE MOTOR BLDC APLICADO A AGITADOR DE ÓRBITA MODULAR DESARROLLO DE PELICULAS EN BASE DE NANOCELULOSA Y QUITOSAN: UNA REVISIÓN DESARROLLO DE PROTOTIPO DE ORTESIS PARA MIEMBRO SUPERIOR POR IMPRESIÓN 3D ; TOPICS Biological Physics (BIP) Gastronomy and Tourism (GT) Medical Physics (MEP) Arts and Culture Studies (ACS) Mathematical physics (MAP) Health and Sport Sciences (HSS) Chemical physics and physical chemistry (CHP) Pedagogical, Didactic Dractices and Educational Management (PDPEM) Computational science (CMSD) Social Sciences, and Communication (SSC) Electronics and devices Social Studies, Politics, and Law (SSPL) Instrumentation and measurement (IAM) Business, Management, and Finance (BMF) Education and communication (EAC) International Relations and Economics (IRE) Technology development and innovation (TDI) Education, Language, Literature, and Linguistics (ELLL) Environmmental and earth science (EES) Humanities Sciences, and Communication (HSC) ; PARTICIPATING INSTITUTIONS Universidad Francisco de Paula Santander - UFPS Fundación de Estudios Superiores Comfanorte - FESC Universidad Francisco de Paula Santander seccional Ocaña - UFPSO Escuela Superior de Administración Pública - ESAP Servicio Nacional de Aprendizaje - SENA - CEDRUM Universidad Nacional Abierta y a Distancia - UNAD Corporación Universitaria Minuto de Dios - UNIMINUTO Instituto Superior de Educación Rural - ISER Servicio Nacional de Aprendizaje - SENA - CIES Universidad de Pamplona - UNIPAMPLONA Universidad Santo Tomás - USTA Universidad de Santander - UDES Universidad Simón Bolívar - UNISIMÓN Universidad LIBRE Sede Cúcuta- UNILIBRE ; INTERNATIONAL SCIENTIFIC COMMITTEE •PhD María Judith Percino Zacarías Group of Polymers of the Chemical Center of the Benemérita Universidad Autónoma de Puebla - México •PhD Julio Omar Giordano Cornell University - USA •PhD Danae Duana Avila Universidad Autónoma del Estado de Hidalgo - México •PhD Manuel Eduardo Albán Gallo Universidad Tecnológica Equinoccial - Ecuador •PhD Manuel Enrique Bermudez University of Florida - USA •PhD Modesto Graterol Rivas Universidad del Zulia - Venezuel •PhD Verónica Teresa Guerra Guerrero Universidad Católica de Maule - Chile •PhD (c) Ely Dannier V. Niño Universidad Politécnica de Madrid - España ; NATIONAL SCIENTIFIC COMMITTEE •Judith Del Pilar Rodriguez Tenjo Universidad Francisco De Paula Santander – UFPS •Ender José Barrientos Monsalve Fundación de Estudios Superiores Comfanorte - FESC •Torcoroma Velásquez Pérez Universidad Francisco De Paula Santander seccional Ocaña – UFPSO •Martha Lucia Pinzon Bedoya Universidad de Pamplona - UNIPAMPLONA •Yesenia Campo Vera Instituto Superior De Educación Rural (ISER) •Valmore Bermudez Universidad Simón Bolivar - UNISIMON •Cindy Lizeth Niño Parada Universidad Santo Tomas - USTA •Jorge Alexander Rubio Parada Universidad Santo Tomas - USTA ; UNIVERSIDAD FRANCISCO DE PAULA SANTANDER UFPS Jhan Piero Rojas Suarez Judith Del Pilar Rodriguez Tenjo Olga Marina Vega Angarita Liliana Marcela Bastos Osorio Gladys Adriana Espinel Mawency Vergel Ortega Giovanni Mauricio Baez Sandoval Gloria Esperanza Zambrano Plata Jessica Lorena Leal Pabón Marling Carolina Cordero Díaz UNIVERSIDAD FRANCISCO DE PAULA SANTANDER SECCIONAL OCAÑA UFPSO Torcoroma Velasquez Perez Ivette Carolina Flórez Picón UNIVERSIDAD DE SANTAN DER UDES Lesley Fabiola Bohorquez ESCUELA SUPERIOR DE ADMINISTRACIÓN PÚBLICA ESAP Henry Caamaño Rojas SERVICIO NACIONAL DE APRENDIZAJE SENA CEDRUM Liana Carolina Ovalles Zulmary Carolina Nieto CORPORACIÓN UNIVERSITARIA MINUTO DE DIOS UNIMINUTO Yan Carlos Ureña Villamizar José Alberto Cristancho INSTITUTO SUPERIOR DE EDUCACIÓN RURAL ISER Yesenia Campo Vera UNIVERSIDAD SIMÓN BOLÍVAR UNISIMON Mauricio Sotelo Valmore Bermudez Marcela Flórez Romero Yurley Karime Hernández Peña SERVICIO NACIONAL DE APRENDIZAJE SENA CIES Wilmer Guevara UNIVERSIDAD SANTO TOMÁS USTA Cindy Lizeth Niño Parada Jorge Alexander Rubio Parada UNIVERSIDAD NACIONAL ABIERTA Y A DISTANCIA UNAD Alexander Suarez Universidad de Pamplona UNIPAMPLONA Oscar Gualdron Guerrero Martha Lucia Pinzon Bedoya FUNDACIÓN DE ESTUDIOS SUPERIORES COMFANORTE FESC Karla Yohana Sanchez Mojica
Issue 19.1 of the Review for Religious, 1960. ; Review For Religious Volume 19 1960 Editorial O[[ice ST. h~ARY'S COLLEGE St. Marys, Kansas Publisher TIlE QUEEN'S WORK St. Louis, Missouri EDITOR R. F. Smith, S.J. ASSOCIATE EDITORS Augustine G. Ellard, S.J. Henry Willmering, S.J. ASSISTANT EDITORS John E. Becker, S.J. Robert F. Weiss, S.J. DEPARTMENTAL EDITORS Questions and Answen Joseph F. Gallen, S.J. Woodstock College Woodstock, Maryland Book Reviews Earl A. Weis, S.J. West Baden College West Baden Springs, Indiana Published in January, March, May, July, September, November on Ihe fifleenlh of Ihe monlh. REVIEW FOR RELIGIOUS is Indexed in Ihe CATHOLIC PERIODICAL INDEX. Act of "Dedication of the Human Race to Christ the King Sacred Apostolic Penitentiary IOn July 18, 1959 (Acta Apostolicae Sedis, 51 11959~, 595-96), the Sacred Apostolic Penitentiary issued a new text of the act of dedication of the human race to the Heart of Christ the King. The text has been revised according to the directives of John XXIII who has also accorded a number of indulgences to the revised prayer. The following is a translation of the new text of the prayer together with the indulgences granted for its recital.I SWEET JESUS, Redeemer of the human race, look do~vn upon us humbly kneeling before Your altar.~ We are Yours and Yours we wish to be; but in order to be still more firmly united to You, today each one of us freely dedicates himself to Your most Sacred Heart. There are many indeed who have never known You; many others have rejected Your commandments and have repudiated You. Be merciful to all of them, 0 kind Jesus, and draw them all to Your holy Heart. Be king, 0 Lord, not only of the faithful who have never abandoned You, but also of the prodigal children who have left You; bring them back quickly to their Father's house lest they die of misery and hunger. Be king of those who have been deceived by erroneous ideas or have been separated by discord; bring them back to the harbor of truth and to the unity of faith so that soon there may be a single fold and a single shepherd. Bestow upon Your Church, 0 Lord, security, liberty, and safety; give to all nations the tranquillity of order; and grant that from one pole of the earth to the other there may ring out the cry: Praise to the divine Heart which brought forth our salvation; to It be glory and honor forever. Amen. July 18, 1959 His Holiness, John XXIII, after abrogating the prayer as given in the Enchiridion Indulgentiarum [Manual of Indulgences], 1952, n. 271, graciously granted the following indulgences: 1) A partial indulgence of five years to the faithful who devoutly recite the above act of dedication with contrite heart. 2) A plenary in- 1When the prayer is recited outside a church or oratory, "in Your presence" should be said instead of "before Your altar." ACT OF DEDICATION dulgence once a month, if they have recited the prayer devoutly every day for a whole month, provided they go to confession, receive Communion, and make a visit to a church or a public oratory. 3) The faithful may gain a partial indulgence of seven years if on the Feast of Christ the King they are present in any church or oratory, even a semi-public one (in the case of those legitimately attending it), when the act of dedication tn the Sacred Heart of Jesus according to the formula given above and the Litanies of the Sacred Heart are recited before the Blessed Sacrament solemnly exposed; moreover, they may gain a plenary indulgence if, besides fulfilling the above conditions, they have gone to confession and Communion. All contrary provisions not withstanding. N. Card. CANALI, Major Penitentiary L. ~I, S. I. Rossi, Secretary Living /aters Frederick Power, $. J. pius XII in his encyclical Haurietis aquas on devotion to the Sacred Heart urges us to"-study diligently the teachings of Scripture, the fathers, and the theologians--the solid founda-tions on which devotion to the Sacred Heart of Jesus rests." For the Holy Father is "firmly convinced that we can rightly and fully appreciate the incomparable excellence and inexhaustible store of heavenly gifts of this devotion only when we study its nature in the light of divinely revealed truth." The encyclical itself begins with a text from Isaiah: "You shall draw waters with joy out of the Saviour's fountains" (Is 12:3). A few lines further on the Holy Father returns to the idea of the "Saviour's fountains" when he refers to the scene in the Temple at Jerusalem on the Feast of Tabernacles as recorded in John's Gospel, Chapter 7:37-39. The words of our Lord on this occasion are numbered among the principal te~ts which establish the biblical foundation of the devotion. A closer study of this text will be most rewarding and will reveal the appropriateness of the text as the general theme of the encyclical. When the Feast of Tabernacles was at hand, our Lord had declined to go to Jerusalem with His relatives but afterwards went up by Himself "not publicly but as it were privately." The Feast of Tabernacles was held towards the end of Sepo tember after the grain harvest and the vintage and the gathering of the autumn fruit crop. Originally an agricultural festival in-stituted to give thanks to God for the fruitfulness of the soil, it later included the commemoration of the forty years spent by the Hebrews in the desert. In memory of the latter event all Jews of free status except the sick, women, and children lived for the week in huts made from the leafy branches of trees. These huts reminded them of the tents or tabernacles pitched in the wilder-ness of Sinai, a period kept ever fresh in their minds as one in which God gave them the great gifts of the manna and of the water from the rock. The desert ever afterwards remained in Jewish tradition as the place of God's protective presence. Two elaborate ceremonies added to the gaiety of the feast: the procession to the fountain of Siloe and the torch-light illumi-nation of the Women's Court. It is the first of these ceremonies that is of interest for the present article. FREDERICK POWER Review for Religious Each morning the multitude organized into a procession. The people lined the route leading to thepool of Siloe and crowded into the Temple and the surrounding courtyards and porches. Then a procession of priests and Levites descended the valley as far as the pool of Si|oe. Those assisting at the ceremony held a citron fruit in the left hand and in the right a palm branch twined with shoots of myrtle and green willow. The Levites chanted the group of festive psalms called the great Hallel; and the multitude, keep-ing time with the refrain, vigorously waved the fruit and palm branch in token of joyfulness and triumph. The officiating priest carried a golden ewer, and at the pool of Siloe he filled it with water to carry back to the altar of holo-causts. This liturgical act was both a commemorative symbol and a dramatized hope. It recalled the miraculous water that gushed forth from the rock of Horeb beneath the rod of Moses, and it was a figure of the outpouring of graces proper to Messianic times. As the celebrant drew the water of Siloe, the choir repeated the verse of Isaiah: "You shall draw water with joy out of the Saviour's fountains" [12:3), a verse which refers to the blessings promised for the days of the Messiah. This symbol of a spring bursting forth and of water flowing from a fountain was well known to those present, for it is one of the most frequent in the Bible; and in a land afflicted by drought and water scarcity, it was a readily understood symbol of divine blessings. Accordingly, the miraculous event in the desert, when Moses struck the rock with his rod and water gushed forth, was remembered with gratitude in the people's liturgical ceremonies. Moses himself had prayed before the Ark of the Covenant: "O Lord God, hear the cry of this people and open to them thy treasures, a fountain of living water, that being satisfied they may cease to murmur" (Num 20:6). In this text and elsewhere in Scripture "living water" is water flowing from a spring as opposed to the stagnant water of cisterns. It was this symbol of living waters that the prophets used to signify divine blessings. Jeremiah even calls God the fountain of living waters: "For my people have done two evils. They have forsaken me, the fountain of living waters, and have digged to themselves cisterns, broken cisterns that can hold no water" (Jer 2:13). In the last part of the book of Ezekiel, the prophet describes the vision of the holy waters issuing from all sides of the Temple. The desert through which they flow becomes extremely fertile; the trees on their banks have healing power and bear fresh fruit January, 1960 LIVING WATERS monthly. Such is the virtue and dynamism of Yahweh's holy presence in the Temple that it radiates0grace and blessings over the land. Zechariah, too., in speakingof the time of the Messiah, remarks: "In that day there shall be a fountain open to the house of David and to the inhabitants of Jerusalem" (Zech 13:1). The prophets, then, looked on water poured out upon parched land as an image of the new spirit that was to be characteristic of the time of salvation. In .the words of Isaiah: "I will pour out waters upon the thirsty ground, and streams upon the dry land; I will pour out my spirit upon thy seed, and blessing upon thy stock" (Is 44:3). In these texts we see some examples of how the blessings of God and the future blessings of the Messianic era are portrayed under the symbol of living waters, and the passages provide some introduction to the scene in Jerusalem on the last day of the Feast of Tabernacles. After the drawing of the water the procession wended its way up the slope from the pool of Siloe, the officiating priest carry-ing the golden pitcher of water, the Levites chanting psalms, and the crowd singing the refrain. As the procession approached the temple, the people became more enthusiastic, shouting out their response of Hallelu-Yah--Praise Yahweh--with ever greater vehe-mence. It wasin this way that they manifested their deep-felt conviction that Yahweh was their own God who had brought them out of the land of Egypt and had led them safely through the desert. The procession went up to the altar of holocausts just at the moment when the parts of the victim immolated that day were being placed upon it. The priest was greeted by the sacred trumpets and was met at the altar by another priest carrying the wine for the libations. While the people continued their enthusiastic shout-ing, the two pitchers were emptied into conduits that led to the foot of the altar. By this libation it was intended to thank God for the two occasions when He made water flow from a rock to satisfy the thirst of His people in the wilderness. By the same rite the attention of the people was directed to the Messianic promise of living waters and also to the expectation of the fulfillment of the promise which was symbolically signified. For the people were expecting a Messiah who would bring salvation and who was to be another Moses. When the liturgical rite was finished and the singing ended, a silence descended over the throng. Our Lord, who had been 7 FREDERICK POWER Rewew for Rehgmus present among the crowd, now took advantage of this opportunity to reveal His true mission. Mounting a step he cried out to the Jewish people: "If anyone thirst, let him come to me and drink; he who believes in me, as the Scripture says, 'From his heart there shall flow rivers of living water.' " By these words He revealed Himself as the one in whom all the abundant graces of the Messianic period are to be found, the object of the Messianic expectation, the Messiah himself. He is the rock from which the water of life flows; indeed, He is the fountain itself. He is the spring from which anyone who thirsts may quench his thirst. The effect of faith in Him would be the reception and communication of living water. This text requires the explanation of two important points. First, the text as a whole has been interpreted in two ways: that the fountain of living water flows from the one who believes in Christ, or that the fountain flows from Christ, the one in whom we believe. The Holy Father understands the text in the second way in his encyclical; this use, without doubt, holds the richest and profoundest sense, one more in agreement with the Old Testament prophecies given above. It is also more in agreement with the theology of St. John. Secondly, an explanation must be given for the use of the word heart in the text. The Latin edition of the encyclical follows the Vulgate version of the text, the literal translation of which would be: "Out of his belly shall flow rivers of living water." The Latin phrase used is de ventre eius, which literally means "out of his belly." This translation would also be a literal trans-lation of the Greek and Aramaic versions of the text. The trans-lation, however, would not be a correct interpretation of the idea intended. Those who are experts in the Aramaic language agree that for the Hebrews the viscera or the belly was regarded as the seat of the emotions in the same way as we regard the heart. Accordingly a proper translation of the phrase used by our Lord would be "from his heart." Such a translation, though not a literal one, is the proper way to express the idea in terms we understand today. It is what our Lord meant, though He expressed it in the idiom of His own day. It is with this understanding that authorities place this text among the fundamental texts of Scrip-ture regarding devotion to the Sacred Heart. On this occasion of our Lord's revelation of His Sacred Heart, He appeals to Scripture as being fulfilled in His person. He does not refer to one particular text but rather to that whole class of January, 1960 LIVING WATER~ texts from the Old Testament which we considered earlier. The people who heard these ~o.~s could take only one meaning: The man before them was definitely claiming the fulfillment of these prophecies in Himself; He was claiming it and at the same time promising untold blessings to those who would recognize this claim. Certainly St. John is impressed by the words, for he pauses to comment upon them. He tells us that they were prophetic and that they were fulfilled in the final glory of our Lord whicb, for ~John, is our Lord's passion, death, and subsequent transfiguration: "He said this, however, of the Spirit whom they who believed in~ Him were to receive; for the Spirit had not yet been given, seeing that Jesus had not yet been glorified" (Jn 7:39). The Spirit here means the Holy Spirit and includes the abundance of Mes-sianic goods and the gifts of redemption which the Holy Spirit brings to those who believe in Christ. But before the living water would flow, Christ had to be glorified; this was a condition that had yet to be fulfilled. That our Lord's glory was concerned with His passion is seen in His priestly prayer after the Last Supper: "Father, the hour has come! Glorify thy Son, that thy Son may glorify thee, even as thou has given him power over all flesh, in order that to all ,that thou hast given him he may give everlasting life" (Jn 17:2). By sacrificing Himself the Redeemer would cause the Spirit to flow and to open up the "fountain of living water." And this would happen when at the death of the Messiah His Heart would be pierced ~with a lance. The life-giving power of the living waters would find its source in the Blood of Christ as it gushed forth from the wounded Heart of Christ. It is, however, necessary to make here some distinctions between the piercing of Christ's side and the pouring forth of the Holy Spirit. The piercing is not of the same nature as the visible mission of the Holy Spirit on Pentecost. Nevertheless there is an ancient tradition, attested to among others by St. Augustine, that the Church was born from the pierced side of Christ. As Eve was taken from the side of the sleeping Adam, so also the Spouse of Christ, the Church, sprang from the pierced side of the dead Christ, the new Adam in His sleep of death being the source of the new Eve, the Church. And this Church is the Mystical Body of Christ whose soul is the Holy Spirit. FREDERICK POWER Review for Religious That the living waters promised to those who believe in Christ spring from the pierced side of the dead Saviour is also attested to by the common interpretation that for John the water and blood are signs of the sacraments of Baptism and the Holy Eucharist. In his encyclical Plus XII puts it this way: "From this wounded Heart the grace of the sacraments, from which the children of the Church draw supernatural life, flowed most pro-fusely . " And the Holy Spirit is included in the sacrament of Baptism, for the new birth to be effected by Baptism is brought about by "water and the Spirit" as our Lord told Nic~demus. So it is that the prediction of John in Chapter 7 concerning the flowing rivers to come after Christ's glorification was fulfilled when on the cross a soldier "opened his side with a lance, and immediately there came out blood and water" (Jn 19:34). The streams of blood and water are certain signs that now have been fulfilled the Scriptural prophecies of Messianic grace. Now the living water has begun to flow; now the Spirit is given, but only in blood; grace is given but only from the pierced Heart on the cross. Unless the spiritual rock that is Christ had been struck, the waters would nol~ have ~ome forth. And John in his Gospel insists that this incident of the soldier declining to break our Lord's legs and instead opening His side was a momentous event. He emphasizes his own role as an eye-witness of the event: "And he who saw it has borne witness, and his witness is true: and he knows that he tells the truth, that you also may believe" (Jn 19:35). And he puts further emphasis on the event by telling us that by it two prophecies were fulfilled: "Not a bone of him shall you break," and "They shall look upon. him whom they have pierced." The first of these prophecies speaks of the paschal lamb. Now in the concluding events of the passion of Christ it is fully revealed that Christ is the true Lamb of God; accordingly none of His bones were broken. This symbol of the Lamb recalls the mag-nificent theology of the Apocalypse concerning the "Lamb who was slain" (Apoc 5:12). In the Lamb we see the Old Testament prophecies of the Messiah who suffers 'and is glorified in His sufferings: "The Lamb . . . is the Lord of Lords and the King of Kings" (Apoc 17:14). The redeemed are the "bride, the spouse of the Lamb" (Apoc 21:9). In the blood of this Lamb the faithful are able to be cleansed--to be filled with the living waters of the Spirit. And from the fact that the rivers flow forth from the 10 January, 1960 LIVING WATERS wounded Heart of the Lamb, we are led to those passages in the Apocalypse which depict the fulfillment of the prophecies of Isaiah and Ezekiel: "For the Lamb who is in the midst of the throne will shepherd them, and will guide them to the fountains of the waters of life, and God will wipe away every tear from their eyes" (Apoc 7:17); ". he showed me a river of the water of life, clear as crystal, coming forth from the throne of God and of the Lamb" (Apoc 22:1). Thus the act of redemption is enshrined, as it were, in a celestial garden and the redeemed are forever made joyous at the Saviour's fountains. The second prophecy, which is concerned with the piercing of our Lord's side, is from Zechariah: "And I will pour out upon the house of David and upon Jerusalem the spirit of grace and of prayers: and they shall look upon me whom they have pierced and they shall mourn for him as one mourneth for an only son" (Zech 12:10). In this passage God speaks about Himself. As man, He will be the first-born, one for whom they mourn and weep and at whom they gaze although they have pierced Him. God Himself in His human nature brings about the redemption and is the one who gives the living water of the Spirit. He pours forth the Spirit at the moment when the lance opens His Heart. At that moment the Spirit begins to flow and the Messianic work will be prolonged to the end of time when Jesus will come again in glory. In the words of the Apocalypse: "Behold, he comes with the clouds, and every eye shall see him, and they also who pierced him" (Apoc 1:7). Our Lord, then, standing above the throng gathered for the Feast of the Tabernacles, revealed Himself as the long awaited Messiah, the rock of salvation, the fountainhead of all the bless-ings of the Messianic times. For the most part, He was not ac-cepted. A few believed in Him, so John tells us, but only a few. For He is the "stone which the builders rejected." But He is also the rock which will be struck anew for the salvation of the newly chosen people. He will give of His sub-stance to give birth to the new people that He will acquire for Himself. From His pierced side will spring the fountain of eternal life, the rivers of living waters, the Spirit of love, the Church, the new Jerusalem, Baptism and the other sacraments, all the graces of the "last days." The Litany of the Sacred Heart sums it all up in the invocation: "Heart of Jesus, fountain of life and holiness." 11 A Catechism on Obedience of Judgment Paul W. O'Brien, S. J. QWhat are the necessary presuppositions for every act of obedience? A. That the superior has authority and that what he commands is not certainly sinful. Q. Could the superior sin while commanding something not sinful? A. Yes, through sinful motives, for example, envy, injustice, or serious imprudence. Q. What is the formal motive of obedience? A. Authority. Q. Is obedience an act of the will or intellect? A. Obedience of the will is an act of the will; obedience of judgment is formally an act of the intellect, but like faith, is commanded by the will. Q. What is obedience of judgment? A. The conforming of my judgment to the judgment of the superior-because he has authority. Q. To what judgment do I conform? A. Not necessarily to his theoretical (speculative)judgment, that is, something to believe, but to his practical judgment, that is, something to do. The Abbot John did not have to believe that the dry stick would grow into a tree; he had only to believe that God wanted him to water it (for His own mysterious reasons). Q. How would you express this practical judgment? A. Given the order of the superior, I must judge that this is what God wants done (that is, God sanctions with His authority the perhaps mistaken decision of my superior) and that it is best according to the ultimate mysterious plan of God (not necessarily best for the immediate purpose intended by the superior). Q. When I cannot agree with the speculative judgment of the superior and must carry out his practical judgment, how should I obey? A. Not just materially, by merely executing the order (and in such a way as to sabotage the project, emphasizing and dis- 12 O[~EDIENCE OF JUDGMENT playing the weakness of the order, proving the superior wrong); but loyally entering into his, views (without blinding myself to his error), covering up its weaknesses before the public, trying my best to make it succeed. Q. Should I judge the order of the superior to be the will of God because of the reasons of the superior? A. No, but only because he has authority. Q. Then obedience of judgment does not imply that I agree with the reasons of the superior? A. No, it does not imply this. Q. Is it possible to have perfect obedience of judgment and the firm assurance that the superior's order is the will of God for me, while still hesitating over the reasons of the superior? A. Yes. Obedience is specified by authority, not by reasons. Q. Will my obedience of judgment be more perfect in propor-tion as I bring myself into agreement with the reasons of the superior? A. No, though the desire to agree will indicate a more perfect disposition. Q. Then why try to make my reasons agree with the reasons of the superior? A. It helps remove the psychological obstacles to obedience of judgment and chiefly of execution. It is easier to act if humanly speaking I agree with the policy. It is the proper disposition in the face of God's representative. Q. Do I suspend my act of perfect obedience of judgment while I am trying to bring myself to agree with the reasons of the superior? A. No, no more than you suspend your act of faith while you study your catechism or theology. Q. When I have brought myself to agree with all the reasons of the superior, do I have more assurance of doing God's will? A. No. The security that comes from authority (in the line of faith) will always be sufficient and greater than that which comes from the weight of human reasons. (Actually both the superior and I may be agreeing in wrong reasons.) Q. What is "blind obedience"? A. Supposing the two presuppositions of all obedience, I blind myself to the qualities and reasons of my superior, that is, I exclude the consideration of these reasons and motivate my obedi-ence by authority alone. Q. What is the difference between obedience of judgment and 13 PAUL W. O'BRIEN blind obedience? A. There is no difference in the act of obedience. But while obedience of judgment merely states the fact, blind obedience connotes the approach: the exclusion of the consideration of the reasons. Q. Is blind obedience a help to obedience of judgment? A. Yes. It makes obedience of judgment easier and safer for though I could have perfect obedience of judgment while consider-ing, and even while rejecting the reasons, still it is much easier to by-pass these reasons and look simply to authority. Q. Is blind obedience always better? A. No. Even though easier and safer, it is often good and sometimes necessary to consider the reasons of the superior (even while excluding them from the motivation of obedience), for they may: (a) help me to profit by the experience of my elders, (b) enlighten me on the spirit of my community, (c) be necessary to relieve psychological blocks to action, (d) be necessary for the understanding of the mind of the superior in view of carrying out his order more intelligently. Q. What should be my attitude toward the reasons of the superior? A. I should be well-disposed towards them. They are given to help me. I should use them as far as they help. If they trouble me, I should prescind from them and practice blind obedience, But even while using them, I should keep them in second place and unite myself to God through authority. 14 The Theology of Religious Women Yves M.-J. Congar, 0. P. This article was a conference given July 10, 1958, to a convention of French priests charged with the care of religious women. It will ~ppear as a chapter in a book to be entitled Le r61e de la religieuse dans l'Eglise (Paris: Cerf, 1960), a volume in the series Probl~mes de la religieuse d'aujourdhui. The article was first printed in Suppldment de la Vie Spirituelle (1959), 316:42. The present translation is by John E. Becker, S.J. Basic Notions: The Church and the World THE WORLD was set on,its way reality by the creative act. Its story is humanity s quest atos, ,ba e fruitful and multiply; fill the earth and subdue it" (Gen 1:28). For all practical pur-poses, the world, the temporal, history, the drive to civilize are equivalent ideas; the reality they have in common is the effort of man to perfect himself by subjecting, for his advantage, the re-sources inherent in himself and in material creation. And this effort has a direction, a direction which is completely dependent on the facts of Adam's existence: he was at one and the same time both image of God and sinner. As Tennyson said very well, it is only at the end of this great adventure that one can say that man is complete. The Church is something other than this inherent movement of the world or of history even if, as is the case, she envelops it and Ultimately guarantees it. For she does not emerge out of the resources deposited within the first creation. She is placed in the realm of reality by a new initiative of God, properly supernatural, that is to say, an initiative in which God commits and gives Himself (this is the meaning of grace). She is an order of sanctity and sanctification positively instituted from above, a creation of the divine positive law issuing from the priestly, prophetic, and redemptive kingship of Christ. Still she has her existence and, as it were, her proper stability within human societies. Divine insti-tution that she is, she herself creates and shapes according to her needs and her spirit institutional forms proper to herself. On the other hand, the Church is not made to be an end in herself. She is made for God and for the world -- even for the world, to save it by the grace which God has given her to dispense: 15 YvEs M -J CONGAR Rewew for Rehgmus "In it [the faith of the Church] is contained union with Christ.''1 The Church is a new creation of God, and a supernatural one; but she has a mission in and for the world. This mission consists in two things: first, to convert men by making them disciples, that is to say by bringing them into herself, giving them in this way the regeneration of a second birth; and then to sanctify them by communicating to them the grace of the Lord, by forgiving their sins, and by teaching them to conform their lives to the holy and sanctifying will of God;2 second, to operate within temporal life itself in order that in accordance with God's plan it may be directed and oriented towards God to the fullest possible extent. The Church here reveals especially the healing power of grace which, by giv-ing back to nature her primitive orientation, conforms her to the will and to the image of God while at the same time restoring her t'o herself. The Church seeks, by all sorts of initiatives and under-takings, to remold the world according to the plan of God, which is neither the pursuit of self nor the pursuit of power nor egoistic hardness of heart, but on the contrary, service, brotherhood, justice, peace, communion, sharing, helping the poorest, combating all the degrading miseries of body and soul. This is why, from one end to the other of her history and growth, the Church has created ministries inspired by charity. Some of them, more involved with the work of the world and its battles, such as the fight for social justice, are more the role of the laymen within her whom she forms and inspires for this work. Others, more strictly pertinent to her spiritual nature and to her primary office of sanctification, can remain more properly eccle-siastical ministries; such is the case in particular with the corporal works of mercy or the spiritual works such as teaching. "As long as you did it for one of these, the least of my brethren, you did it for me" (Mt 25:40). Basic Notions: The Church in Herself One can consider the Church as the great sacrament of salva-tion and distinguish in her two aspects. She is both the reality of grace or sanctity and she is the means of grace or sanctification: reality and sacrament. Images for comparison are not lacking. However, as with every .image, they are very inadequate, and risk losing through excessive schematization what they gain in clarity. 1St. Ir~naeus, Adversus Haereses, III, 24, 1. ~Mt 28:19-20; Mk 16:15 ft.; Jn 3:3 ft.; 20:21 ff.; Col 1:13; etc. 16 January, 1960 THEOLOGY OF RELIGIOUS WOMEN For example, the Church as a holy reality may be considered to be. a tower or a temple; as a means of. sanctification, to have the instrumental power of a pick, a mining car, a windlass, a scaffold, and all of those things which are necessary ~to bring the rough stone from the mines to the finished building where each has its place and its proper finish (see the hymn for the dedication of a church). Does not St. Augustine distinguish the "society of the sacraments" and the "society of the saints," the former being ordered to the latter? Does he not also write: "The architect builds a permanent edifice with temporary machinery"?'~ To see in the Church the holiness already rooted in souls is not only to consider the depths of her life, it is to see in her that which will always be. "Charity never passes away" (1 Cor 13:8). To live through charity the life of holiness is really to live as a citizen of the eternal and heavenly City of God. In heaven, one might say, there will be nothing else but that. That city knows no hierarchy other than that of holiness or of love. The Virgin Mary is at its pinnacle. In the Church of this world she had neither a function nor a hierarchical dignity. It could readily be said of her that she was a member, the first member, of the laity if there were not the danger of belying by this way of speaking her per-fection as a consecrated member of the faithful. Mgr. Journet says well, following St. Thomas, that the Virgin Mary has per-fectly achieved the highest holiness, not the highest hierarchical dignity.~ She is-the type, or better, the perfect personification of the Church, but of the Church as final end, not as means. Mary is the "eschatological eikon of the Church.''~ That which in the Church is "sacrament" in the wide sense of the word -- instrument or means of grace -- is as such related to her as a wayfarer. This is true in the first place of her sacraments properly speaking, but also of her dogmatic formulas, of her organizations, and of her ecclesiastical hierarchy which has the care of all these matters. If it were necessary to point out a type or a personification of the Church here, it would not be the Virgin Mary but rather the Apostle Peter. But this would be to consider 3Sermo 362, 7 (Patrologia Latina, 39, 1615). 4St. Thomas, In I Sent., d. 16, q. 1, a. 2, ad 4; Summa Theologiae, 3, 27, 5, ad 3; Albert the Great, In IV Sent., d. 19, a. 7; Charles Journet, L'Eglise du Verbe incarnd, 2 (Paris, 1951), 422; 441; 456, note 2. ~This striking expression is from L. Bouyer, Le culte de la M~re de Dieu (Chevetogne, 1950), 33; Le trSne de la sagesse (Paris, 1957), 188. See also O. Semmelroth, Die Kirche als Ursakrament (Frankfort, 1951), 176-85. A beautifu] and rich meditation on the theme of Mary as perfect spiritual type of the Church is to be found in H. Rahner, Marie et ~'Eglise (Paris, 1955). 17 YvEs M.-J. CONGAR Review [or Religious only one part of the reality, to reduce the power of the Church as means of grace or of sanctification to "institutions" alone. But as a matter of fact the whole life of the Church in time is a means of grace tending to produce that interior fruit of holiness which will always remain. Still, if the distinction which we have proposed is valid -- it is a classical one -- it is very necessary to guard against pushing it to the point of separation or disjunction. The Church in the concrete, the existential Church on earth is at the same time both means of sanctification and sanctity. In terms of the image used above, we should say that she is at the same time the building and the construction works by which she is built; or, using another image, she is the ear of wheat, full of the grain of which the host will be made, and at the same time the root and stem necessary to bear and nourish the wheat until the harvest time. This is why in the Church holiness and means of sanctification interpenetrate. The sacraments are holy; but also the reality of the interior holiness of the members is a powerful means of leading other members and the whole body either to conversion or to greater holiness. There is a spiritual mothering of holiness, or, if holiness seems too broad, of the life of faith, of prayer, and of charity; and perhaps this mothering is too little studied, theoretically undervalued in the Church, even though it is extremely real, a factor of everyday life. We shall return to this point later. It would also be inexact to make a complete separation be-tween holiness and visibility. Holiness manifests itself. It is even a "note" of the Church, that is to say a mark which "notifies" and permits the true Church to be recognized. As instigator and end of all the visible works of the Church, terminus and interior direction of all the instrumentality of grace, intimate soul of all the historical life of the Church, holiness gathers all of these func-tions together to constitute that sign of the Kingdom of God which the Church must be for the world. During His earthly life, Jesus made men sensible of the approach of the Kingdom of God and unveiled something of its proper mystery by "signs" just as He opened up the ways of the Good News in parables. After the Ascension of the Lord, it is the Church which by the grace of Pentecost is the sign for the world. But the different manifesta-tions of her historical life are signs of the Kingdom of God, signs of the charity of Christ, only because they incorporate and radiate holiness. Otherwise they might be signs of power, of legal right, even of greatness; they would not be signs of the Kingdom of God 18 January, 1960 THEOLOGY OF RELIGIOUS WOMEN and of the charity of Christ. They would not draw the world to the faith. Basic Notions: Religious Life The Church is a body which is organic, organized, and.there-fore composed of different elements. She embraces the infinity of individual differences which are the foundation of the gifts, altogether interior ~and spiritual or exterior and public, of each one: what a variety among men, what a variety in the world of the saints! All this is the rainbow of grace. But there are also larger differences in the Church, delimited categories, groups charac-terized by a particular social structure, even constituted as such by law. These are those major differences of condition which affect Christian life in that profound and permanent as well as public and manifest way by reason of which one may speak of them as states. Christian antiquity and the Middle Ages used the expression orders for any group, and the encyc.lical Mystici corporis of June 29, 1943, reintroduced this idea into its broad theology of the Church as the Body of Christ. Once more it speaks, for example, of the "order of the laity.''~ The fathers spoke of the order of preachers or of prelates, the order of clerics, of monks, of virgins, of the continent, of widows, of deaconesses, of married people. If we consider only the most general divisions of states in the Church, we find ourselves faced with a double distinction, that between clerics and the laity, and another between seculars and regulars or religious (see below, note 50). If we recall what was said above about the Church, we will be able to relate the first distinction more to that ~aspect according to which the Church is means of sanctification, since this difference is between the simple members of the people of God and those members who are destined to exercise some sacred function and are endowed with powers appropriate to the prac.tical application of the means of grace. The second distinction pertains more to the aspect of the Church according to which she is a mystery of holiness; for the "state of perfection," even though it is a means of sanctification, is nor-mally an approach towards a more perfect life in Christ. In both cases, the state ~or particular ecclesiastical position of the cleric and of the regular is a deprivation of the greater liberty legiti-mately given those in the world in view of their conditio.n of life and .activity in the world; the purpose of this deprivation is the better service of God, whether this be more on the plane of per- SActa Apostolicae Sedis, 35 [1943), 200-01. 19 YVES M.-J. CONGAR Review for Religious sonal spiritual life (religious life) or more on the plane of admin-istering the Church's means of sanctification (clerical, priestly state). It would be superfluous to spend time here defining religious life. Let us recall merely the simple and vigorous manner in which St. Thomas Aquinas characterized it in relation to the Christian life of the simple faithful.7 Each member of the faithful is com-mitted by his baptism, to renounce sin as well as Satan and his temptations. By religious profession, a Christian man or woman commits himself to renounce the world as the context of his life in order to belong more entirely, more definitively to God and to His work; for the world is an ambiguous milieu to live in; it is full of occasions of evil; it is engrossing, distracting, and filled with demands which hinder one from belonging to God completely and of temptations which turn one away from Him. This is why it is essential to the religious life, not only to detach oneself from the earthly and to consecrate oneself to God by vows, but through the rule to separate oneself from the conditions of life in the world. A point of view less individual and more ecclesiological might present the same realities in the following way.s The difference between religious and the simple faithful need not be viewed as a difference between the consecrated and the non-consecrated. This opposition exists, of course; but it should be located between the Church and the world, between the people of God and those who are not, between Christians and non-Christians (see 1 Pet 2:10). In the people of God as such, in the Body of Christ, all is sacred. The faithful are consecrated; their whole life as Christians, in so far as it is Christian, is sacred, not profane. All that religious can ambition is to be more consistently, more integrally Christian, and to embrace more perfect means toward this end." Laymen, or the ordinary faithful, live in the world. It is their precise charac-teristic to serve God in the way that is determined by their natural mission into the world.~° But the world is something other than 7Contra impugnantes religionem, c. 1. 8We employ here a suggestion of R. Carpentier, S.J. in his Life in the City o[ God: An Introduction to the Religious Life (New York, 1959). Compare the same author's "Les instituts s~culiers," Nouvelle Revue Thdologique, 77 (1955), 408-12, in particular, 409, 411. ~Since Dom G. Morin's L'iddal monastique et la vie chrdtienne des premiers jours (Maredsous, 1912), it is better known that religious life is merely the Christian life more fully expressed. 1°There is more and more agreement on this positive and theological definition of the lay state: Y. M.-J. Congar, "Qu'est-ce qu'un laic?" Suppld-ment de la Vie Spirituelle, 1950, 363-92; this article is the first chapter in the same author's Lay People in the Church Westminster, 1957). See also K. 2O January, 1960 THEOLOGY OF RELIGIOUS WOMEN the Church. If the Church has its inner consistency and its proper demands, the world has too, Even prescinding from the ambiguity inherent in the enterprises of men and in the tendency toward sin which adheres to the tissue of the world, it is still necessary to render to Caesar the things that are Caesar's. For this reason even those laymen who seek only to love and serve God, whose personal lives are surrendered to God, and whose hearts are wholly intent upon Him find it difficult to exert themselves and to carve out their way in that world, a world which is not surrendered to God. "And he is divided" (1 Cor 7:33-34). The life of the Christian in the world is, unhappily, a divided one. The religious is the Christian who, in the desire to belong totally and irrevocably to God,~ leaves the world and enters a life built up and organized for the service of God, something which the world is not. The religious life in so far as it is a social frame-work for living is actually a creation of the Church for the pur-poses of the Church -- the service of God, Throughout the len.gth of her history.the Church has striven to achieve through religious life that which she tried to do as soon as she entered the world" by the grace of Pentecost; it was something that had been tried' be-fore her, for example in the monasticism of the Essenes on the shores of the Dead Sea. Her aim has been to constitute a way of life which responds perfectly, even as a social or juridical structure, to the communal and fraternal demands of the Gospel and which allows one to be at the exclusive service of God. In fact, through-out the whole history of the religious life one finds references back to the tentative attempt at communal living in the primitive Church at Jerusalem.~- Moreover, it is by expressl.y referring to Rahner, "L'apostolat des la~cs" in Nouvelle Revue Thdologique, 78 (1956), 3-32; a digest of this article may be found in Theology Digest, 5 (1957-58), 73-79. ~St. Thomas: "So that he may not turn back" (Summa Theologiae, 2-2, 186, 6, ad 1; see also Contra Gentiles, 3, 131). l~See Acts 2:44 and 4:32. Some references on this point are: F~r St. Pach-omius see L.Th. Lefort, Les vies coptes de saint Pach6me et de ses premiers successeurs [Louvain, 1943), 3, 30, and 65, 25; for St. Basil, see his Regulae brevius tractatae, int. 148, 187 (Patrologia Graeca, 31, 1180 and 1208) as well as his Regulae [usius tractatae, int. 7 (Patrologia Graeca, 31, 933); for St. Augustine see his En~arrationes in Psalmos, 132, 2 (Patrologia Latina, 37, 1729 ff.), his Sermo 355 and 356 De vita et moribus clericorurn suorum ( Patrologia Latina, 39, 1568 ff.), his De opere monachorum (C.S.E.L., 41, 529 ft.), his Regula (see below, note 21), and A. Zumkeller's Das M6nchtum des hl. Augus-tinus (Wiirzburg, 1950), 129 ft.; for St. Ambrose Autpert, see his In Cant. (Bibl. Max. Patrum, 13, 442); for St. Odo of Cluny, see his Occupatio 6 (Patrologia Latina, 133, 572) and J. Leclercq's "L'id~al monastique de saint Odon d'apr~s ses oeuvres," in A Cluny. Congrbs scientifique, 1949, 227 ff.; for St. Peter Damian, see his Opusculum 24, Contra clericos regulares proprietarios (Patrologia Latina, 145, 482-90). From the time of the reform 21 YvEs M.-J. CONGAR Review [or Religious this historical archetype that all reforms, all renewals of the religious life have been carried out. The "type" of Jerusalem, the City of Peace, the city "where all together make one body" (Ps 122:3), the place of God's habitation, has always been, for the various institutes of religious life, a kind of ideal, or "myth" in $orel's sense of the word. The religious life is a kind of earthly anticipation of the City of God. The chief forms of the religious life derive, even in those things which differentiate them, from the following principle com-mon to all: The religious life is a total consecration which is carridd out on the social level and publicly approved by the Church and which aims at the pursuit of the perfection of charity on the basis of a renouncement of that which hinders this totality, and this renouncement is made in such a way as to close to oneself the possibility of turning back. Within the bounds of this essential principle common to all, religious institutes differ from one another according to that pre-. eminent work of charity to which each one specifically devotes itself. A first overall distinction arises, for this reason, between institutes vowed to the service of the love of God alone, in Him-self, and immediately -- the contemplative life, monasticism, the eremetical life -- and institutes vowed to the service of the love of God in the exterior exercise of love and of service to the neigh-bor -- institutes specifically vowed to the works of mercy, corporal (hospitals), or spiritual (teaching), or the two together (the greater part of the missionary congregations).13 Contemplatives or monks also contribute to the salvation of the world, but only from above and in the context of the mystery of the Communion of Saints, from which comes in its secret forms that spiritual maternity which we have already mentioned and to which we shall return. From the point of view of effective activity they seem to leave the world to its damnation.Nevertheless, this is a historical fact: it is the monks who have made Christianity; of the llth and 12th centuries the references 'to Acts increase; see the studies of Ch. Dereine and others. See also J. Leclercq, La vie parfaite (Turnhout, 1948), 82-108. M.-D. Chenu, La thdologie au xii'~ si~cle (Paris, 1957), 227 ff. 13As is well known there exists a third category, that of the apostolic life, which is sometimes given the strange and little justified name of the "mixed life." In this life the superexcellent work of charity is identical with that of that agape which implies service, self-giving, apostolate, mission. It implies living in the light of faith and love to the extent of communicating them to others by means of the apostolate. But this apostolic life is almost exclusively reserved to men; and in its fullness it demands the priesthood of the Gospels. 22 January, 1960 THEOLOGY OF RELIGIOUS WOMEN monasticism has been --it is still, it will continue to be in the future -- preeminently the educator who teaches men not only what it is to be a Christian, but also what it is.to be human. In this way it has been the creator of much that is beautiful. It is impossible to accept grace without its showing its healing power, impossible to seek first the Kingdom of God without all these other things being added on besides (Mt 6:33; Lk 12:31). Religious devoted to the works of mercy enter into the torrent of the world to perform the work of rescue. They participate more strictly than the monks in that which in the Church is not only repose in God but also anxiety for and with men; they participate in the Church not only as a harbor of grace and the inn of the good Samaritan, but as an effective rescue service with the difficult commitment to heal the wounded on a road infested with robbers. In the duality of the Church and of the world, the monks represent essentially the distinction or opposition of the two. The Church is not of the world; and in her monks she says to it: "Do not touch me!" But the duality of the Church and of the world is not only distinction and opposition, it is also a kind of coupling; it implies a dialectical and dramatic point of contact. Not only do the Church and the world coexist in the time between Eden and the Kingdom, they exist in a certain way one with the other and one for the other. The world is, for the Church, not only~ the quarry from which she gets her stones, but also a necessary partner in a dialogue, or better, a sort of separated partner, who opposes and tests her, but with whom she must remain joined in order to try to save it. The Church is different from the world, she is grace and salvation. But in the interim between Easter and the second coming, which is her time of wayfaring and of labor, she is joined to the world as the good Samaritan was to his wounded stranger while he lifted him up and carried him, or as a lifeguard is joined to the drowning person whom he attempts to bring to the shore.~ Basic Notions: The Role of Woman in the Church One can scarcely speak of the laws of God's work, for he would thus risk giving the meaning that rules are imposed upon God extrinsically and as necessities. But one may speak of con-stants which the work itself reveals to us. And one of these constants seems to be procedure by pairs or complementary polarities. The study of tradition throughout Scripture, the fathers, and ancient ~On this point read G. Bernanos, La libertd, pourquoi faire? (Paris, 1953), 267-69; and see H. Urs yon Balthasar, Le chr~tien Bernanos (Paris, 1956), 217. 23 YVES M~-J. CONGAR Review for Religious texts and records, has convinced us more and more that this idea has played a very great role in Christian thought and institutions.~5 Among these unified dualities or complementary polarities, the first is without doubt the division of humanity into man and woman. It reappears in the Church, with the reservation that will be noted later. It is the reason that today's relatively numerous studies of "the second sex" have their counterparts, frequently stimulating ones, in Christian publications which attempt to de-termine the particular role and assets of women and hence of religious women in the Church.~ This role and these assets are connected with these larger values: a) Woman stands for receiving, welcoming, consenting; she is the "spiritual vessel." To speak of passivity would be not quite exact; receptivity is vital and active. Recall the "fiat" of the Virgin Mary, the prototype of acceptance and of the faithfulness of the Church before the God who comes, calls, asks. b) It is also said of the Virgin that "she kept all things in her heart." Man has the initiative in producing life. Woman creates for it a milieu that is intimate and warm, a home. In the home she embodies that humble faithfulness which conserves, waits, wel-comes. Man is devoted to the risks of conflict on the outside; he is the victim of its aggression; he suffers change. But thanks to his wife he has a home where he can recover intact his better self, his inner self: the freshness and poetry of love, the faithfulness to memory and to conscience, the delicacy of attention and of care.'7 Man is specialized by work and by action. Woman is nearer 15The following examples have been chosen at random and hurriedly; nevertheless the meaning and the relationships of this theme of "pairs" were a matter of profound experience in the consciousness and texts of the ancients; they will be understood better if one keeps in mind the duality in unity which is at the basis of all the examples: Man and woman, soul and body, the two sides of the body (two eyes, two hands, etc.), sky and earth, sun and moon (the "two luminaries"), the two powers, pope and emperor, the two witnesses Peter and Paul, Moses and Elias, law and grace, the Church of the Jews and the Church of the Gentiles, head and body, Scripture and tradition, baptism and confirmation [Christ and the Holy ~pirit), com-munion under two species, the two columns of the temple of Jerusalem, the two cherubim of the Ark, etc. ~6For studies by Catholics see Gertrud von Lefort, Die ewige Frau ~Munich, 1935); Maura BSckeler, Das grosse Zeichen. Die Frau als Symbol g6ttlicher Wirklichkeit (Salzburg, 1941); D'Eve tt Marie, ou le destin de la Femme in L'Anneau d'or, 1954; F.J.J. Buytendijk, La femme, ses modes d'etre, de paratt)'e et d'exister (Paris, 1957). A Protestant study is Ch. von Kirschbaum's Die wirkliche Frau (Zurich, 1949). A Greek Orthodox study is: Paul Evdo-kimov, La femme et le salut du monde. Etude d'anthropologie chrdtient~e sur les charismes de la [emme (Paris, 1958). ~TThis role of woman is well illustrated in novels such as the following: Sigrid Undset, Kristin Lavransdatter: Elizabeth Goudge, Green Dolphin Street; A. J. Cronin, Th~ Citadel. See also Alice Oll~-Laprune, Liens immortels. 24 January, 1960 THEOLOGY OF RELIGIOUS WOMEN to the sources of life and of elementary realities, more humbly given over to daily occupations. She has also an instinctive sensi-bility which allows her to grasp things in a more concrete, simpler, more comprehensive fashion, to see things as wholes. She gives herself more simply, and perhaps more irrevocably, in committing herself more thoroughly and totally to these things. In this total commitment of woman there is a value attested to by experience which is expressed remarkably well in the con-secration of religious women. This consecration, for the faithful and even for the priesthood, stands as a kind of oasis, a reserve storehouse of the simple life, of total, unsophisticated faith; it stands for homesteads of inviolate faithfulness softened by a gentle delicacy. There are here, along with a beehive's thrifty efficiency, treasure houses of devotedness and all the strength of an abnegation that is without ambition or defense. We will not delay on this longer because we are not sure that this precisely feminine element is so very important in the religious life. The religious life would represent in the Church rather that condition in which woman becomes most active,, closest to assum-ing initiatives and activities comparable to those of men. So she proclaims in a special way a superiority over the differences of sex and over the other conditions which divide man in his "life in Christ.''~8 If femininity exists at this level, it is that of the whole Church who is, according to patristic tradition and its develop-ment of the indications of Scripture, the New Eve beside the New Adam, Christ. That which, in the Church, represents Christ as Master, Spouse, and Father, is not the male religious institute; it is the episcopacy and the priesthood. It is easy to relate these facts to that which was said above about the two aspects of the Church: that of goal or of holiness, alongside which religious life has its special place, and that of means, alongside which the dis-tinction between priests and simple faithful has its place. The Role of Religious Woman in the Church The religious life is, in the Church, the highest approximation of the City of God. It is, in the sphere of collective realities, that portion which is nearest to being the fruit of lasting holiness (reality), that which most closely pertains to the Church as "Com-reunion of Saints" and eschatological reality. This is what we shall consider first in itself and then in its inherent value as a sign. ~sSee Gal 3:28; Col 3:11. 25 YVES M.-J. CONGAR Review for Religious Religious life is first of all for God. It exists in the Church first of all as an area reserved for God. It represents the first fruits and their special worth as tokens of homage and as free gifts. Sometimes, in a corner of the countryside withdrawn from the traffic of men one finds a religious house which, humanly speaking, vegetates. But when one has become a regular visitor to such a community, one discovers that it is accomplishing an onerous duty of praise or of intercession, far from the notice or even the knowl-edge of men. "To what purpose is this waste?" ~Mt 26:8; Mk 14:4) It is the song of the bride meant only for her spouse; it is that part of the Church seen and known to God alone, to the Father "who sees in secret" (Mt 6:4; 6:18). Above and beyond all its external usefulness and all i~s ordination to extrinsic things, religious life remains a realization of the mystery of the Church or of the mystical body. It is im-possible to'emphasize this too much: before one can cooperate in the building up of the outside of the Church which is for others, it is necessary that it be built up within. A religious community is a cell of the Church; better, it is a Church in miniature.'9 It gives flesh to the mystery of the Church. The Rule of St. Augustine begins with these words, whose fulness of meaning and even whose technical validity arise out of the great Augustinian synthesis on the sacrifice of the "City redeemed as one":2° "A primary purpose for which you are gathered together in one community is that you live in the monastery with unanimity, having but one mind and one heart in the service of God.''~' Members join together in re-ligious life first of all to live the life of charity, to give reality to fraternal union according to the spirit of the Gospel. We cannot meditate too much on this truth, without which our communities will be nothing but a lie and a scandal.'-'~ The great lawgivers of ~On this theme see the valuable study of Dom Emmanuel yon Severus, "Das MSnchtum als Kirche," in Enkainia, ed. by H. Emonds (Dusseldorf, 1956), 230-48; also A. deVogu~, "Le monast~re, Eglise du Christ," in Studia Anselmiana, 42 (Rome, 1957), 25-46. ~'See De Civitate Dei, X, cc. 5 and 6. ~Patrologia Latina, 32, 1738. ~To stimulate reflection on this matter, I permit myself to cite here the two following texts which are hateful and terrible, but important: "Monks are people who bunch together without knowing each other, live together without loving each other, and die without regretting each other." ~Voltaire, L'homme aux quarante ~cus, VIII, Oeuvres completes, xxxiv, Paris, 1829, 60). "The love of God serves them as an excuse to love no one; they do not even love one another. Has anyone ever observed rea] friendship among the devout? But the more they detach themselves from men, the more they demand of men; and one could say that they do not raise themselves to God except to exercise his authority on the earth." (J.-J. Rousseau, Nouve~le Hdloise 6th Part, Letter 8). 26 January, 1960 THEOLOGY OF RELIGIOUS WOMEN the cenobitic life, St. Pachomius and St. Basil, expressly defended the primacy of this life over the anchoritic life on the basis of the fraternal charity and mutual edification (one of the great values in the Gospels) for which it gives the opportunity.~'~ One of the essential articles of the religious life is the achievement of a true fraternal relationship, the condition, complement, and fruit of a true relationship with God. If the Christian is an eschatological man because he is a fellow citizen with the saints, a member of the house of God (Eph 2:19), the monk is all the more truly a Christian. "But our citizenship is in heaven.''24 This is :said and it is true of all the people of God, for they are a people in exile journeying towards their fatherland. We have already received the pledge of the Spirit, the first fruits of our inheritance,2'' but only the pledge and the first fruits. We still live here below subject to the slavery of the flesh and the oppression of the devil, whom our Savior ~calls "the .Prince of this world"; all creation, subject to vanity, groans in the labor of its childbirth hoping for the glorious liberty of the children of God (Rm 8:19-23). The citizens of the heavenly city are, in this life, in the situa-tion of a people occupied by an enemy power. There are those who adjust themselves to it, there are even those who compromise and "collaborate." There are many who do not accept the enemy power, and in the midst of external conditions of servitude, they assert as far as they can their loyalty to their homeland. But some go farther and resist. They escape to the outskirts. There at least they advance With great labor the hour of liberation, they live already a life of liberty and they prepare for everyone the coming of the liberator. If the Church is like the outskirts of the world,'-'~ religious life is so in a more decided way. Religious have left their homes, their parents, their fields, the comforts of normal life, to be unburdened, free to serve the King of the Heavens. They are, by a more meaningful title, the first fruits of the new creation.~7 ~:~See H. Leclercq, "C~nobitisme," in Dictionnaire d'archdologie chrdtienne, II, 2, 3047-3248; 3093 is concerned with Saint Pachomius and 3149-50 with Saint Basil. See also Vie de Pach6me, cc. 3 and 4 in R. Draguet's Les P~res du ddsert (Paris, 1949), 90 ff., and Saint Basil, Regulae fusius tractatae, cc. 7 and 25-31 (Patrologia Graeca, 31,928 and 984 ft'.) and his Letter 295 (Patro-logia Graeca, 32, 1037). See also 0. Rousseau, Monachisme et vie religieuse d'apr~s l'ancienne tradition de l'Eglise (Chevetogne, 1957), 80 ff. 24Phil 3:20; Heb 11:13-16. ~SSee 2 Cor 1:12; Rom 8:1-30; Eph 1:14o ~See Yves M. J. Congar, Lay People in the Church (Westminster, 1957), 101. ~TSee Apoc 14:4, "the first fruits for God and for the Lamb." This idea of 27 YVES M.-J. COUGAR Review for Religious Each religious profession is like a guerilla victory by which the power of the occupying forces is checked; and without doubt Christ contemplates it with the sentiments which he expressed when the seventy-two disciples returned from their mission full of joy that the demons had given way before them: "I was watching Satan fall as lightning from heaven" (Lk 10:18). This idea of the religious life as an eschatological life~8 is fre-quently expressed in monastic tradition by the theme of the angelic life.2~ It is a perfectly valid theme. Whether one actually looks at the religious life under the aspect of virginity or under that of the spiritual marriage, which is fundamentally the same thing, or under the aspect of the perpetual praise of God (see in particular E: Peterson), or under that of the anticipation as far as possible of heavenly life, life in the presence of God, and even if one looks at this life in the details of asceticism such as vigils or fasting -- under all these aspects of religious life the theme of the angelic life is authentic, and we wish in no way to exclude it. We are convinced,, nevertheless, that certain expressions can be very dangerous and ought to be criticized in the name of biblical and Christian truth2° Historically these expressions have been somewhat distorted by influences coming from two areas: first, the assumption, without~ a critical attitude sufficiently inspired by the biblical point of view, of certain Platonic and Pythagorean ideas, in particular the idea that man consists of a soul, that the body is a tomb (a~/~a-~l/~a) from which one should free himself as much as possible with the result that perfection is made to consist in the contemplation (Oe¢op;~) of eternal, transcendent truths; second, the development of a wholly speculative theory concerning Adam and the state of paradise. We know how St. Gregory of Nyssa, for example, transposed, the final liberation from the oppo-the first fruits is especially emphasized by Dom Emmanuel von Severus, "Zu den bibiischen Grundlagen des MSnchtums," in Geist und Leben, 26 (1953), 113-22'; see also the same periodical, 27 (1954), 414 ff. -°SThis idea is developed in D. Thalhammer, S.J., Jenseitige Menschen. Eine Deutung des Ordensstandes, 2nd ed. (Freiburg, 1952); in J. Leclercq, La vie parfaite (Turnhout, 1948); in L. Bouyer, The Meaning of the Monastic Life (New York, 1955); and in O. Rousseau, op. cir. (footnote 23). ~Wexts on this are innumerable. The principal ones can be found in the works listed in the preceding note, to which the following may be added: E. Peterson, Le livre des anges (Paris, 1954); A. Lamy, "Bios angelikos," in Dieu vivant, n. 7 (1946), 59-77; J. C. Didier, " 'Angdlisme' ou perspectives eschatologiques?" in M~langes de science retigieuse, 11 (1954), 31-48; U. Ranke-Heinemann, "Zum Ideal der vita angelica im fr~ihen MSnchtum," in Geist und Leben, 29 (1956), 347-57; Emmanuel yon Severus, "Bios aggetikos," in Die Engel in der Welt yon heute, 1957, 56-70. 3°I hope to treat this problem later and on a larger scale with the needed precisions and justifications. 28 January, 1960 THEOLOGY OF RELIGIOUS WOMEN sition of the sexes (above, note 18) into the creative intention and held that sex had been a ~stranger to the nature of man as God had, or would have conceived of him, if He had not known ia advance that man would sin.'~ The result of this double influence, with which other factors certainly have concurred, has been not so much perhaps to give an orientation toward the recovery of a lost state of perfection, which is an eschatological expectation present in the New Testament; it has been rather to superimpose on (and perhaps to substitute for) the duality between this world and the other which is to come as the fruit of Christ's Passover, a duality between this earthly, bodily world and a celestial, in-corporeal world which is to be imitated as closely as. possible. But is the Christian ideal to be found in the condescension of God who for love entered human history as a suffering servant? Or is it instead an angelic perfection, situated in an ideal world of the spirit toward which the soul must elevate itself by certain degrees of ascension and sublimation thereby withdrawing itself progres-sively from the sensible world? We may well fear lest spirituality seek its place between heaven and earth and turn away from the history of the world and the commitment to be a savior to men's miseries, meanwhile adjusting itself to a theocracy in which the idea of subordination of body to soul ambiguously expresses itself as a basically political program of subjection of the "temporal" to the "spiritual." We find something of this, it seems, in the history of Citeaux at the height of its prosperity. At that very time the "They will be like the angels" (Lk 20:36; Mt 22:30) is transposed from eschatology to the condition of monks on the earth, something which had been completely avoided, for example, by St. Augustine2: But, on the other hand, for St. Bernard, the mysticism of that angelic life which can bear such doubtful fruits as we have just mentioned is balanced by an ardent mysticism of Christ in his humanity and of the imitation of Christ. What is important is to see, as St. Therese of Lisieux very brilliantly saw it and acted on it,'~'~ that the perfection of love con- 3*See De opificio hominis, cc. 16-17 (Patrologia Graeca, 46, 181 and 188-92). On the very subtle thought of Gregory see the Introduction of P. J. Laplace to La crdation de l'homme [Paris, 1943). St. Thomas criticizes this position in Summa Theologiae, 1, 98, 2. 3~See "Eglise et Cit~ de Dieu chez quelques auteurs cisterciens h l'~poque des Croisades," in Mdlanges Etienne Gilson [Paris, 1959) and "Henri de Marcy, abb~ de Clairvaux, cardinal-dv~que d'Albano et l~gat pontifical," in Analecta Monastica, 5 (Rome, 1958). 33See the studies of A. Combes [for example, his Saint Therese and Her Mission INew York, 1955]) and Ft. Heer, "Die Heilige des Atomzeitalters," in Sprechen wir yon der Wirklichkeit (Nuremberg, 1955), 177 ft. From the 29 YVES M.-J. CONGAR Review for Religious sists essentially not in the ascending movements of an increasing spiritualization, but in a descent by the paths and the steps of humble service to the point of emptying oneselfi34 One must come to the cross where the salvation of the world is worked out and where, by losing ourselves, we work out our own salvation also. This is scriptural and it is Christian, more .scriptural and more Christian than the theme of the angelic life, traditional and valid though it may be under the conditions which have just been detailed. This angelic theme is a monastic theme. Many modern con-gregations, as they are called, have little or no contact with the great sources of monastic spirituality. They are not, for all that, safe from missteps analogous to those which the theme of the angelic life risks causing. The spirituality proposed in these con-gregations, in so far as it is legitimate to reduce it to a common denominator, is largely inspired by Jesuit authors (Rodriguez) and by the spirituality of the French school, the great French moralists and preachers of the "Great Century." But these sources, valuable certainly and even powerful as inspirers of the true Christian life, seem to bear the mark of the two following influences: first, a certain stoic influence, of which Guillaume du Vair would be a particularly representative example35 (we do not mention him for any other reason and certainly not as one of the sources). This stoic influence, diffuse as it may be, is not negligible. Many mod-ern spiritual programs depend rather largely on Christian stoicism. Second: even the great spiritual men of the French school betray the orientation of the moralist, an insistence on those themes which aim to make man conscious of his baseness and his malice, an insistence on the theme of original sin and its consequences, on the wickedness of the world and of all its aims2~ It seems that this is far from the theme of the angelic life; but the two rejoin in certain eventual consequences. There are fruitful considerations in literary viewpoint see von Balthasar, Le chr~tien Bernanos, pp. 156, 160-61, 264 ff., 457-77, 484. '~4Phil 2:7. ~See F. Strowski, Histoire du sentiment religieux en France au xvii" si~cle, I (Paris, 1910), 18-125; and P. Mesnard, "Du Vair et le N6o-stoicisme," in Revue d'histoire de la philosophie, April, 1928, 142-66. Du Vair begins from original sin and the feelings of penance to arrive at a "life in God" by passing through the practice of the cardinal virtues. ~"Some remarks concerning the influence of this spirituality on the con-gregations of teaching religious may be found in J. G. Lawler, The Christian Imagination: Studies in Religious Thought (Westminster, 1955), 38 ft. It is also necessary here to refer to the Imitation of Christ with its moralistic and individualistic perspective of the opposition between the movements of grace and the movements of nature. 3O January, 1960 THEOLOGY OF RELIGIOUS WOMEN all these areas, but scriptural monotheism implies another set of values, more thoroughly oriented toward life, toward history, toward the cosmic theme of salvation. The religious life, and more especially the religious life of women, realizes with a particular intensity and purity the voca-tion of the Church to be the Virgin Spouse of the Lord and thus to become spiritually a mother. The application to the Church of these three inseparable themes: virgin, spouse, mother, whose biblical sources are not only abundant, but situated at the heart of the economy of salvation, is frequent in Christian tradition27 To wish to compare them with themes more or less verbally analogous which have been gathered from the history of religions would be to close one's mind to this. Pagan religions are nature religions which transfer to so-called transcendent persons the relationships and needs of men. They sexualise the divinity. The God of biblical revelation is in no way sexualised; He is the living God who unites men to Himself by faith. The whole relationship of alliance and of union which He establishes with man consists in the spiritual relation of faith, and faith includes a total gift, and therefore is not fully realized except by love: "I will espouse thee to me for-ever: and I will espouse thee to me in justice and judgment and in mercy and in commiserations. And I will espouse thee to me in faith" (Hos 2:19-20). That which creates between God and our-selves, between the Church and God, a marital relation is nothing other than this completely spiritual communication in faith. But this communication supposes in us the sole response of a total giving, of receptivity to the coming of God: "Behold the handmaid of the Lord, be it done to me according to thy word." So faith is the point of contact for an exchange of fidelity. "I will be your God and you will be my people." And therefore it is a point at which a relation of alliance is achieved, a marital union which is at the same time altogether virginal. It is altogether virginal be-cause the union is spiritual. It consists in nothing else than fidelity itself and is preserved by maintaining this fidelity, that is to say, by its very chastity. It is altogether virginal also because in this relationship of faith nothing which comes from the outside or from ~TThe bibliography is abundant; we will cite only the following: S. Tromp, "Ecclesia Sponsa, Virgo, Mater," in Gregorianum, 18 (1937), 3-29; O. Casel, "Die Kirche als Braut Christi nach Schrift, V~itern, und Liturgie," in The-ologie der Zeit, 1936, 91-111; CI. Chavasse, The Bride o] Christ: An Enquiry into the Nuptial Element in Early Christianity (London, 1940); J. C. Plumpe, Mater Ecclesia: An Inquiry into the Concept of the Church as Mother in Early Christianity (Washington, 1943); AI. Mfiller, Ecclesia-Maria: Die Einheit Marias und der Kirche (Fribourg, 1951); H. Rahner as cited above, n. 5. 31 YVES M.-J. CONGAR Review for Religious that which is lower enters in, nothing which breaks or mars its integrity. There is nothing of earthly eros here. Motherhood or fruitfulness comes to this virginal and marital union as its fulfillment. The fathers say and repeat that the Church (or the soul) becomes a virgin spouse by faith, and that she also becomes a mother by faith: virgin spouse by believing, mother by communicating the faith, by engendering men in faith. Again, the relationship is altogether spiritual. It consists in faith and this is why it is superior to every kind of carnal kinship2s Precisely because of this, the vocation of the Church to be both virginal spouse and virginal mother is achieved in all the members in proportion to their fervor. For, according to a theme equally familiar to the fathers and to spiritual authors, every soul is the Church. Nevertheless in so far as God is not fully "all in all" (1 Cor 15:28), the difference between man and woman exists not only as a reality of the world, but projects itself and intervenes in a certain manner in the body of Christ which is the Church. So there exist certain differences in the manner in which men and women exercise the spiritual motherhood of the Church. The priesthood, since it is a position of external authority, is reserved to the man. But this relates to the Church under her aspect as means of grace, and therefore does not touch the religious life. as such. In its external activity a religious institute can just as well exercise apostolic functions which also relate to the Church as means of grace and represent an explicit cooperation with the action of the hierarchy where the motherhood of the Church is achieved. But the religious life as such, the religious life purely and simply, belongs rather to the Church as eschatological realiza-tion of holiness. This devotes it to being the locus of a very pure and altogether spiritual realization of the twofold relationship of virginal marriage and of motherhood. All this is particularly true in the life of women religious be-cause woman is more a being of receptivity and of self-giving: because when she gives herself, and above all whe~ she gives her-self in the integrity of her heart and of her body, she gives herself in a more intense way, a more complete and irrevocable way than man; because having fewer exterior activities and acting less out of duty and more from her heart, she makes good with her fervor that which would have been lost to her in action. For all these ~Read in this sense Mt 12:48-50 (=Mk 3:33-35; Lk 8:21); Lk 11:28. In .the same way St. Paul calls those his brothers of whom he says that he has engendered them and is their father. See above, n. 18. 32 January, 1960 THEOLOGY OF RELIGIOUS WOMEN reasons religious women, consecrated virgins, play a choice role in the mystery of the Church as virgin spouse of the Lord. They play also their wonderful part in the Church's spiritual motherhood. It is extremely remarkable that this doctrine was recalled to us in a very striking way precisely in a religious woman, Therese of the Child Jesus, who having entered Carmel at the age of sixteen, having died at twenty-four, and having remained unknown by the world during her life, has become not only officially but really the patroness of all Catholic missions2'~ She became all this and remains all this solely in the order of the Communion of Saints. According to St. Augustine, it is pre-cisely the Church as a union of love and a communion of saints which exercises spiritual motherhood.4° And so without exterior activity we can in our prayer and in our laborious efforts at con-version (our penances) include intentions for other men and for all the world's miserable; and we can bear them in the womb of love which is the Church's heart of prayer and charity. It is a part of tradition also that in the Church the strong support the weak (there is no question at all here of any other strength than that which comes from God in faith). This spiritual motherhood is a very profound characteristic of the Church: we believe in the Com-munion of Saints. But experience comes frequently to the aid of our weakness of faith. Who has not appealed to this strength? Who would not be able to bear witness to its reality? The Role of the Religious Woman in the Church as a Sign St. Paul says, "We have been made a spectacle to the world, and to angels, and to men" (1 Cor 4:9). The Church gives a visible body to spiritual gifts. So, for example, the gift of unity in Christ which has been given her becomes the "note" of unity; and that of sanctification by the Holy Spirit, the "note" of holiness. Of all these notes that of holiness is the most insistent; it is'the most efficacious also as a witness to men that the Kingdom of God draws near and calls them. It is also the most directly meaningful note because from the fact of holiness to the presence of God the inference is direct and within the grasp of all. And in this mani- 3~See above, n. 33. Pius XII said that contemplative institutes are "fully and completely apostolic," Sponsa Christi, November 21, 1950 (Acta Apos-tolicae Sedis, 43 [1951], 14). See also the letter to Cardinal Piazza of June 29, 1955, (Acta Apostoltcae Sedis, 47 [~9551, 543). 4°See for example De sancta virginitate, cc. 3 and 5 (Patrologia Latina, 40, 398-99); Sermo Denis, 25, 7 (edition by G. Morin, 162-63); Sermo 215, 4 (Patrologia Latina, 38, 1074). 33 YVES M.-J. CONGAR Review for Religious festation of holiness which the Church constitutes throughout the course of history, the various expressions of religious life occupy a choice place.4~ Religious communities are living parables for men of the Kingdom of God. If we begin our consideration of this by treating what is more external in religious life, its institutions appear to us first of all as the freest and most genuine expressions of the spirit of the Church on the plane of her social manifestations. We know that the Church is an original institution put into the world by God; she proceeds from spiritual energies which come from above (Mr 16:17-18). But as this divine institution is made up of men and has a historical, terrestrial existence, she projects herself and expresses herself in creations equally historical in which, nevertheless, she injects the inspiration and the mark of her own proper genius. It would not be difficult and it would be extremely interesting to show how this special genius has from the beginning inspired institutions which are essentially communal, and at the same time respectful of the person and of his liberty, and marked with the character of service. There is truly a special Christian genius at the level of social creations.~- The religious life is perhaps the most pure and most represen-tative creation of the spirit of the Church in this area of social realities. It is not in vain that she has always loved to compare herself with the model of the first community of Jerusalem. It is marvelous to see how on the collective and judicial plane religious rules and canon law have known how to translate into institutions and laws thecommands and the inspirations of the Gospel. As a result, the institutions of religious life, just as in a certain degree the canonical life of the Church herself, become a kind of preach-ing of and witnessing to the Gospel. It is no mere coincidence that it is always the same men who fail to recognize the existence of divine positive law in the world, who deny to the Church the quality of being an institution of divine law, and who misjudge, attack, and seek to thwart or sup-press religious life. One thinks of Josephinism, of Jacobinism, of our own French laicism in its virulent form. So the religious life is not only a sign of the heavenly kingdom; it is also, along with the 4XSee Cardinal Dechamps, Entretiens, in Oeuvres, I, 467 ft.; Dora Gr~a, De l'Eglise et de sa divine constitution, II (Paris, 1907), 152. Vernon Johnson was converted by the fact of Therese of Lisieux. 42Chateaubriand and even Montalembert are dated. But there are more recent and more technical studies: E. Chenon, Le rSle social de l'Eglise and the six volumes of the Carlyle brothers, A History of Mediaeval Political Theory in the West. 34 January, 1960 THEOLOGY OF RELIGIOUS WOMEN sacraments and the hierarchy, a sign of the Church as a separated order, a social and public reality placed ,in the world in virtue of the right God has to affirm and to establish his reign.43 In a world which wishes to be completely autonomous, religious life, situated at the heart of the Church's garden, presents the example of a life totally "theonomous." But it is common, it is normal, that signs should be, according to the dispositions of those to whom they are shown, a call to conversion or a sign of contradiction, a sign of opposition. They can also be, even for well-disposed men, signs which scandalize if they become sign~ that lie, or signs that are simply inadequate for their mission and their aims. There is also, in the religious life, and we think particularly of the religious life of women, a human element -- sometimes too human, sometimes not human enough! Pettiness, legalism, authoritarianism, pharisaism, the spirit of ownership, hardness of heart, lack of fraternal com-munion and failure to share human misery, taste for power, a judaic spirit in the way of considering observances, especially the least important ones, precisely those from which the Gospel has liberated us. Among the causes which brought on the death of Christianity, the betrayal of their true spirit in the last centuries of the Middle Ages by a number of monastic and religious insti-tutions has justly been noted.4~ When it is authentic, the religious life is a sign that the spiritual exists. Heaven exists, and that takes the value out of the the goods and the joys of earth. Not that they are not truly goods, truly joys, but they are so relative! For "this world as we see it is passing away" (1 Cor 7:31). The religious life proposes, without the noise of words, the message of death which the Church addresses to the world, not a sorrowful message -- who is more joyful than the religious man, if not the religious woman? -- but a serious and an important one. Again, the religious life verifies in a singular manner the essence of all Christian life, which is an Easter life, a mystery of life and of death, comprehended within the message of 4'~In this connection I recall the beautiful text of A. Lamy, "Bios angelikos," in Dieu vivant, n. 7, 76: "The function of monachism in the Church seems to be to affirm the citizenship of the Christian in the city of the angels arid to affirm his rights there by the exercise of them." Religious life is one ele-ment of the eschatological right which the Church affirms and translates into the world. On this basis it could be said that religious life is of divine right, not in its various historical forms, but in its essential principle. It flows from the transcendence of the Church with respect to the world and from the right possessed by every Christian to leave the world and to thus affirm his eschatological and spiritual royalty. ~See Fr. Heer, "L'h~ritage Europe," in Dieu vivant, n. 27 (1954), 43. 35 Yvzs M.-J. CO~AR Review for Religious Ash Wednesday, "Remember that you are dust and that you will return to dust" and that of Easter Day, "Remember that you are spirit and that you will return to the Spirit." The religious life, by its mere existence, is a witness to the world that God exists; it calls the world to the obedience of faith. On either side of the chancel which closes in the choir at the abbey of Maria Laach one may read these words of St. Paul:" "I, therefore, the prisoner in the Lord, exhort you to walk in a worthy manner" (Eph 4:1). The religious life, therefore, has its part in the great kerygmatic function of the Church, that is, in its .lifelong exercise of the mis-sion of announcing the Good News of the Kingdom. It is like a lasting sermon against the spirit of the world. Against its freedom-worshipping and anarchical taste for liberty, religious life affirms that one can bind himself to God, that one can, in the Holy Spirit, make a spiritual thing out of that which is corporeal, and make something stable out of that which changes. Against the world's obsessive defeatism before the evil which it inflicts on itself, the religious life affirms that one can conquer the flesh and push back the empire of the devil. Finally if it is true that the very word ecclesia means con-vocation, a gathering of men in response to a call, the cal! of the Kingdom of God, the religious life situates itself at the very source of the mystery of the Church. For the religious life is, both in its substance as well as in the first act which draws one to enter into it, a total listening to God. It is a reality in the image of Mary, Mary herself being, we know, the type, and even better than the type: the perfect personification of the Church as holiness. It is possible to think that in the wide sense everything is a vocation, because everything is a response to the will of God. But there are vocations in the strict sense, and it is correct to speak of "religious vocation." In the Church, as we have seen, the strong support the weakest; docility in the following of that which is strictly a voca-tion is like a compelling example, a sign and a support for the difficult fidelity to vocations in their larger acceptation. The abso-luteness of the response of religious women to their call supports the response of all others. It is necessary that religious women know that they contribute in this way to the continuation of the whole Church, somewhat as each star in the firmament is necessary for the balance of the whole. Spiritually we all have family respon-sibilities. A last remark of some importance ecclesiologically on the subject of the religious life as a response to a special call. In the 36 January, 1960 THEOLOGY OF RELIGIOUS WOMEN beginnings of Christianity, baptism ratified a personal choice, an eventually dangerous one, of the faith. It was the term of a con-version. It was truly a second birth, not only in the dogmatic sense which is always true, but in the moral sense and on the psycho-logical plane. Psychologists distinguish, since Francis W. New-man, 4~ the "once born" and the "twice born": those who are simply what they were at their entrance into the world plus the results of their being" formed by it; and those who have known a revela-tion, had a decisive ~xperience, heard a call, and are truly, per-sonally, born a second time. A man baptised at the termination of a personal conversion is, psychologically and morally, a "twice born." But, in the general practice, almost universal and one might even say automatic practice of baptism of the newly born, the Church is no longer made up of the twice born except by way of exception. But it is necessary that their moral race always be represented in her midst. She is "twice born" individually by the more or less large number of faithful who are truly born of a second birth. She is "twice born" institutionally especially because of the religious life. Moreover, historically the fact has often been brought out46 that the monastic life developed at the moment when, with the end of persecution and danger and the beginning of the favor of the powerful, large masses of people entered the Church, en-dangering the strength of her leaven. The vocation to asceticism has after a fashion taken the place of the vocation to martyrdom; monks have in a way taken over the status of the martyrs as signs of an absolute response given to an absolute call. The Church's religious life always has this mission of signifying that the Christian life is a second birth whose principle is a call. We will not treat here -- we have already done it briefly elsewhere47 -- an interesting problem, but more theoretical than practical, which was posed by the researches of M. Weber and E. Troeltsch. According to these Protestant authors, religious orders answer within the Church to the needs and the religious tempera-ment which outside the Church produces sects. These would be, sociologically speaking, of the "sect" type, not of the "church" type in so far as they are groupings, first, of volunteers, men who 4~The Soul. Its Sorrows and Its Aspirations. 3rd ed., 1852, 89 ft. 4GFor example, see M. Viller, "Martyre et perfection," in Revue d'ascd-tique et mystique, 6 (1925), 4-25; L. Bouyer, op. cit. n. 28, 89 ft. and his Vie de saint Antoine (Fontenelle, 1950); J. Winandy, Ambroise Autpert, moine et thdologien (Paris, 1953), 56; Ed. E. Malone, The Monk and the Martyr: The Monk as the Successor of the Martyr (Washington, 1950). 47Vraie et [ausse r~/orme dans l'Eglise (Paris, 1950), 288-92 (includes bibli-ography). 37 YVES M.-J. CONGAR Review for Religious come together in a group on the basis of a personal decision and who thus do not presuppose the existence of the group but con-stitute it; second, men who have achieved a break with the world and prefer the Gospel's opposition to terrestrial life to its universal-ism which necessarily involves compromise. Troeltsch sees in religious orders an ecclesiastical naturalization of tendencies which outside the Church result in sects. There is much truth in the analysis of Troeltsch, but only on its own psycho-sociological plane. Both above and below this level it errs. Without prejudice to other of his well made points, we be-lieve we have shown from the inside, that is to say from the view-point of the Church herself, that it is the mystery of the Church which is found to be the essential element in the life of religious orders and of each of their members. By way of conclusion, we would like to answer a question which it is impossible not to put in the context of what we have been considering. Is the religious life or is it not of the essence of the Church, and if it is, by what title? Papal teaching furnishes an answer and it will suffice merely to present it and explain it. Faced with "Americanism," Leo XIII already affirmed that religious orders are of great importance to the mission of the Church.48 But it was necessary to connect their existence with the end of the Church. The Church would not fully fulfill her mission if the institutions of religious life were lacking. If the end of the "missions," in the strict canonical sense of the word, is to "plant the Church" in such a way that she has in a given country or among a given people all her essential institutions, all the means of existence and of action, one understands why Pius XI demanded that on the missions as many religious orders and congregations as possible should be instituted, and that they should be made up of indigenous elements created in new and better forms, where the need for such arose29 His Holiness Pius XII made the matter still clearer in the constitution Provida mater of February 2, 1947, the charter of secular instutes. The two states of cleric and layman, he said, exist by divine right and are necessary to the Church in so far as she is a society constituted and structured hierarchically; they pertain to the essential structure (to the building) of the Kingdom of God 4sSee his letter Testern benevolentiae to Cardinal Gibbons, January 22, 1899, in Actes de Ldon XIII (Paris: Bonne Presse), V, 322-25; also the letter of December 23, 1900 to Cardinal Richard, ibid., VI, 188-89. ~gSee the encylical Rerurn Ecclesiae of February, 1926, in Acta Apostolicae Sedis, 18 (1926), 74. 38 January, 1960 THEOLOGY OF RELIGIOUS WOMEN on earth.5° The Church recognizes a third state, the religious state, which is common to the two preceding states, since it includes members of the faithful who, canonically, belong to the clerical or to the lay state; this religious state is bound by a strict and peculiar relationship to the end of the Church, sanctification.5~ One can say, then, that the religious state is not essential to the Church considered in her formal elements or in her static constitutives. A bishop and faithful suffice for a Church. From this comes the well-known definition of St. Cyprian, "A people one with its priest and a flock adhering to its shepherd, these are the Church.''~ Nevertheless, as soon as the Church lives she exercises the activities for which she was put into the world. These are the activities of the sanctification of men, that is to say, of their sub-mission to the Kingdom of God and, by that fact, of their entry into her communion. Here it is that the religious life steps in as the social form of existence most strictly conformed to the needs and the conditions of the Kingdom of God. And the religious life was first seen historically under the form of the institution of con° secrated virgins. Evidently, looked at in one or other of its par-ticular forms, religious life is a creation of the Church and stands out in her history. But, looked upon in principle, that is to say as the call to live only for God and for His kingdom, it holds a place at the very heart of the Church. In her quality as bride of Christ, it is included in the obligations and the laws of holiness which this Church pursues as her proper end. ~°Acta Apostolicae Sedis, 39 (1947), 116. In his al]ocution Annus sacer, the Holy Father, citing canon 107, said that "on earth the structure of the Kingdom of God consists of a double element" (Acta Apostolicae Sedis, 43 [1951], 27). ~See Provida Mater Ecclesiae and also Annus sacer, Acta Apostolicae Sedis, 43 (1951), 28: "[The religious state] exists and is important, because it is closely connected to the proper end of the Church which is to lead men to the attainment of sanctity." ~2Epistula 66, 8 (Hartel's edition, p. 732; Patrologia Latina, 4, 406 where it is listed, however, as Epistle 69). 39 Survey of Roman Documents R. F. Smith, S. J. THIS ARTICLE will provide a summary of the documents which appeared in Acta Apostolicae Sedis (AAS) during August and Sep-tember, 1959. Throughout the article all page references will be to the 1959 AAS (v. 51). Encyclical on the Priesthood On August 1, 1959 (AAS, pp. 545479), Pope John XXIII issued the second encyclical of his pontificate. The encyclical was entitled Sacerdotii Nostri primordia (The First Days of Our Priesthood); oc-casioned by the Pontiff's desire to honor the hundredth anniversary of the death of St. John Vianney, Cur~ of Ars, the document is devoted to a consideration of the priesthood as exemplified in the life of the saint. The introductory paragraphs recall the temporal links between the official glorification of St. John and the Pontiff's own priesthood: the future saint was beatified shortly after the Pope's own ordination to the priesthood; the first bishop the Pope served, Bishop Radini- Tadeschi, was consecrated on the day of the beatification; and the Pope received the fullness of the priesthood in the year (1925) when the Cur~ of Ars was declared a saint. The Holy Father then lists the great papal documents on the priesthood that have appeared during the present century: Pius X's Haerent animo (Acta Pii X, 4, 237-64); Plus XI's Ad catholici sacerdotii fastigium (AAS, 28 ~19361, 5-53); Pius XII's Menti Nostrae (AAS, 42 [1950], 657-702); and the same Pontiff's three allocutions on the priesthood inspired by the canonization of Plus X (AAS, 46 119541, 313-17; 666-77). To these documents the Pope has now added his own in the hope that it may aid priests to preserve and increase that divine friendship which is at once the joy and strength of the priestly life. In expressing the purpose of the encyclical the Vicar of Christ remarked that he intended to retrace the chief traits of the holiness of the Cur~ of Ars, since these emphasize those aspects of the priestly life which, while always essential, are today so vital that the Pontiff has deemed it his apostolic duty to call attention to them. Priestly Asceticism and Mortification In the first of the three parts of the main body of the encyclical the Pope considered the priestly asceticism and mortification of the Cur~. To speak of the saint, he began, is to evoke the figure of an 4O ROMAN DOCUMENTS exceptionally mortified priest who for the love of God deprived himself of nourishment and sleep, practiced severe, penances, and exercised a heroic self-renouncement. His example, the Holy Father said, should recall to all the important place of the virtue of penance in the perfec-tion proper to the priesthood. While it is true that priests as such are not bound by divine law to the evangelical counsels, still this does not mean that the priest is less bound than religious to strive for evangelical perfection of life. Rather the accomplishment of the priestly functions "requires a greater interior sanctity than even the religious state does" (St. Thomas Aquinas, Summa Theologiae, 2-2, 184, 8, c). And if the evangelical counsels are not imposed on the priest by virtue of his clerical state, nevertheless they are offered to him, as to all Christians, as the safest road to the longed for goal of Christian perfection. The Cur~ of Ars, continued the Pope, is a model of evangelical poverty; he lived totally detached from the things of this world. Freed in this way from the bonds of material things, he could thereby be entirely open to all those who suffered and who flocked to him for solace. His disinterestedness made him especially attentive to the poor whom he treated with tenderness and respect, convinced that to con-temn the poor is to contemn God Himself. Priests, then, if they possess material things, should not cleave to them with cupidity; rather should they recall the directives of canon law (c. 1473) according to which what is left over from ecclesiastical benefices should be used in favor of the poor and of pious causes. The Pontiff, however, made it clear in the closing part of this section that he does not approve the abject poverty to which many priests in small towns and in the country are reduced, and he urged the faithful to cooperate with the bishops to see that the sacred ministers be not lacking in what is necessary for their daily sustenance. Turning to the second of the evangelical counsels, the Vicar of Christ then pointed out that all through his life the Cur~ was mortified in his body and that this was achieved by his constant and careful observance of chastity. His example, the Pope pointed out, is most necessary today; for in many places priests must live in an atmosphere of excessive license and pleasure. And at times they must live in such an atmosphere unsupported by the sympathetic understanding of the faithful they serve. In spite of these difficulties John XXIII called upon priests to show forth in their entire lives the splendor of the virtue of chastity, that noblest ornament of their sacred order, as Pius X called it. The chastity of the priest, he added, will not enclose him in a sterile egoism; for as the Cur~ of Ars himself once said: "The soul that is adorned with the virtue of chastity can not but love others; for such a person has found the source and origin of all love---God." The next component of the Cur~'s asceticism to be considered by the Holy Father was his obedience. The Pontiff emphasized that the 41 l~ F. SMtT~ Rewew for Rehgmus "I promise" of the Cur$'s ordination ceremony was the occasion of a permanent self-renouncement that lasted throughout forty years. From early youth the ardent desire of the Cur~ had been for solitude, and his pastoral responsibilities were a heavy burden preventing him from the fulfillment of this desire; many times he tried to be freed from his pastoral work but always remained obedient to the will of his bishop, convinced as he was of the Gospel phrase: "Whoever hears you, hears me" (Lk 10:16). The Vicar of Christ then expressed the hope that the priests of today would see in the Curg the grandeur of obedience and would recall the words of Pius XII: "Individual holiness as well as the efficacy of all apostolic work finds its solid foundation in constant obedience to the hierarchy." Accordingly priests should endeavor to develop in themselves the sense of the filial relationship by which they are united to Mother Church. Prayer and Devotion to the Eucharist In the second principal division of the document, John XXIII reflected on St. John as a model of prayer and of devotion to the Eu-charist. Prayer, he said, was as important in the saint's life as was penance and mortification. His love for prayer was shown in his long nightly vigils of adoration before the Blessed Sacrament; the tabernacle of his parish church became for him the center from which he drew the strength necessary for his own personal life and for the effectiveness of his apostolic endeavors. This example of the Cur6, the Vicar of Christ pointed out, is sorely needed by the priests of today; for they are keenly sensible of the effectiveness of action and hence easily tempted to a dangerous activism. The Cur~ of Ars should convince priests everywhere that they must be men of prayer and that they can be such, no matter how heavy the press of apostolic labors may at times become. The prayer of the Cur~, he continued, was especially a Eucharistic prayer; for nothing in the life of a priest can replace silent and prolonged prayer before the altar. Nor should it be forgotten that Eucharistic prayer in the fullest sense of the word is to be found in the sacrifice of the Mass. The celebration of the Mass is an essential part of the priestly life, for in what does the apostolate of the priest consist if not in the gathering together of the people of God around the altar? It is through the Mass that in one generation after another the mystical body of Christ that is the Church is built up. Moreover the entire sanctifica-tion of the priest must be modeled on the sacrifice he offers; the priest must make his own life a fitting sacrifice, a participation in the expiatory life of the Redeemer. It was for this reason that the Cur~ used to ob-serve that if priests lose the first fervor of their ordination it is because they do not celebrate piously and attentively. 42 January, 1960 ROMAN DOCUMENTS Pastoral Zeal In the third part of the encyclical the Vicar of Christ delineates the pastoral zeal of St. John Vianney. The Curg's life of asceticism, he observed, together with his life of prayer was the source from which flowed the effectiveness of his ministry; in him is verified once more the statement of Christ: "Without me you can do nothing" (Jn 15:5). As a result, the Curg was a model shepherd of souls who knew his flock, protected it from danger, and led it with authority and wisdom. His example, the Pope continued, included three points of utmost import-ance. The first of these was his keen appreciation of his pastoral re-sponsibilities. From the beginning he conceived of his pastoral work in heroic fashion and expressed his attitude in one of his early prayers: "Grant, O God, that~ the people entrusted to me may be converted. For this I am prepared to suffer all the days of my life whatever You may wish." Following the example of apostles of all ages he saw in the cross the one great effective means of saving souls; so it was that he could advise a fellow priest who was disappointed in the results of his apostolic endeavors that prayer, supplications, sighs, and groans were insufficient unless there was added to them fastings, vigils, and bodily chastisement. Besides his general sense of his pastoral responsibilities the Curg manifested his pastoral zeal by his interest and care for preaching and catechizing. Up to the time of his death St. John never ceased to preach, to instruct, to denounce evil, and to lead souls towards God. This should remind today's priests, the Pope said, that everywhere and at all times they must be faithful to their duty of preaching; for, as Pius X insisted, no task of the priest is more important than this. And in their reflections upon their duty to teach, priests should remember that they preach more by their lives than by their words. The third element in the pastoral zeal of the Cur~ of Ars was, according to the encyclical, his work as confessor. It was this form of his ministry that became the real martyrdom of his life. His fifteen hours a day in the confessional would have been difficult in any case; but these were spent by a man already exhausted by fasting, penances, and infirmities. It can be said, the Pope continued, that the Cur~ lived for sinners; their conversion and sanctification was the aim of all his thoughts and of all his activities. Like the Cur~ priests must devote themselves to the work of the confessional, for it is there that the mercy of God meets and overcomes the malice of men. And they must set their people a good example in this matter by their own regular and fervent use of the sacrament of penance. In the conclusion to the encyclical the Pontiff expressed the desire that the centenary of the Curg may arouse in all priests a desire to accomplish their ministry and especially their own perfection as gen-erously as possible. No problem facing the Church today, he added, 43 R. F. SMITH Review for Religious can be solved without priests. As Plus X said: "To promote the King-dom of Christ throughout the world, nothing is more necessary than a holy clergy." Similarly St. John himself pointed out to his bishop: "If you wish to convert your diocese, you must make saints of all your priests." The Pontiff went on to urge the bishops of the world to make the care of their priests their first solicitude; he exhorted the faithful to pray for priests and to contribute to their sanctification; and he pleaded with Christian youth to reflect that "the harvest is great, but the harvesters are few" (Mt 9:37) and that entire peoples are today enduring a spiritual starvation far greater than any hunger of the body. Allocutions, Addresses, Messages On July 29, 1959 (AAS, pp. 586-89), the Holy Father addressed a congress of the blind and those interested in assisting the blind of the world. Pointing out to his audience that in Jesus' ministry of healing the first place was reserved for the blind, the Pontiff went on to deliver a message of hope to the blind of the world. They must remember, he began, that they have a suffering to offer up to God. In spite of all efforts to ease the lot of the blind, they will always be subject to dis-couragement, loneliness, and the weight of sorrow that blindness carries with it. Yet they must recall that according to the Apostle (Col 1:24) men must fill up what is lacking to Christ's passion and that in the redemptive plan the Lord has need of the daily offering of suffering on the part of the blind. The Vicar of Christ also pointed out that the blind have a definite mission to perform in this world, the mission of silent example that only one thing matters in this world: the love with which the will of God is accomplished. And he added that nothing on tbis earth is loss, as long as conformity with God's will is present. In the concluding part of his address the Pope recalled to his listeners that their goal is that of eternal life and that their journey thither is supported by the words of Christ: "Whoever follows me walks not in darkness, but has the light of life" (Jn 8:12). Blindness, he ended, can prepare those afflicted with it for the shining luminosity which will come in the next life from the glorified Christ. On August 20, 1959 (AAS, 639-41), the Pontiff radioed a message to the Second World Sodality Congress held at Newark, New Jersey. He told the sodalists that they were in the first ranks of the Church's army and stressed in their lives the role of their consecration to the Blessed Virgin, a consecration which of its nature includes the proposal to keep it throughout life. From this consecration, he continued, arises the desire to wish for nothing except what is pleasing to God and the resolution to strive by prayer, action, and example to serve the Church and to work for the eternal salvation of souls. On July 21, 1959 (AAS, pp. 584-85), the Holy Father delivered an allocution to the Prime Minister of Japan on the occasion of that 44 January, 1960 ROMAN DOCUMENTS dignitary's official visit to the Holy See. On August 16, 1959 (AAS, pp. 638o39), he delivered a radio message to the people of.Honduras on the occasion of the official consecration of their nation to the Sacred Heart of Jesus and the Immaculate Heart of Mary, telling them to strive to live in the grace of God, to preserve the sanctity of the family, and to maintain union and concord among themselves. On June 30, 1959 (AAS, p. 589), the Holy Father sent a written message to the Tenth World Boy Scout Jamboree held in the Philippine Islands. In the message he pointed out that the boy scout movement can produce admirable fruits in accordance with the ideals of Christian charity and universal brotherhood. Miscellaneous Documents By the apostolic letter, "Caritatis unitas," of May 4, 1959 (AAS, pp. 630-33), the Vicar of Christ approved the confederation of the various congregations of the Order of Canons Regular of St. Augustine. At the same time he also approved the general principles which are to govern the confederation and directed the members of the confedera-tion to draw up specific statutes for the confederation which should then be submitted to the Holy See for approval. A later apostolic letter, Salutiferos cruciatus Christi, dated July 1, 1959 (AAS, pp. 634-36), was directed to the Passionists. In the letter the Pontiff approved the revised form of the Passionists' constitutions and rules. He noted that the revision was undertaken in an effort to adapt the institute to the needs of the times and observed that in the revision the primary and fundamental characteristics of the institute had been reasserted, strengthened, and made more effective. On July 8, 1959 (AAS, pp. 592-93), the Sacred Congregation of Rites issued a decree approving the Office and Mass of St. Lawrence of Brindisi, confessor and doctor. The text of the Office, of the Oration of the Mass, and of the notices to be inserted into the martyrology is given in AAS, pp. 593-94. Another decree of the same Congregation was dated February 13, 1959 (AAS, pp. 590-92); this decree approved the introduction of the causes of the Servant of God Salvatore Lilli (1853-1895), professed priest of the Order of Friars Minor, and his companions, all of Whom were put to death in hatred of the faith. In the period under survey three documents of the Sacred Apostolic Penitentiary appeared. Under the date of July 18, 1959 (AAS, pp. 595-96), the Penitentiary published the revised text of the act of dedi-cation to Christ the King as well as its attached indulgences. This document is given in full on pages 3 and 4 of the present issue of RE-VIEW FOR RELIGIOUS. On August 13, 1959 (AAS, pp. 655-56), the Penitentiary published the text of a prayer composed by the Sacred Congregation of Seminaries and Universities to be recited by semi-narians for their parents. Seminarians who devoutly and contritely recite the prayer for their parents may gain an indulgence of fifty 45 VIEWS, NEWS, PREVIEWS Review for Religious days; and once a month they may gain a plenary indulgence under the usual conditions provided they have recited the prayer for a whole month. On the same date (AAS, p. 656), the Penitentiary announced that the faithful who in a church, a public oratory, or (in the case of those legitimately using it) a semi-public oratory privately perform the pious exercise commonly called the holy hour in memory of the passion, death, and ardent love of our Lord Jesus Christ may gain a plenary indulgence, if they have gone to confession, received Com-munion, and prayed for the intentions of the Holy Father. This new concession of an indulgence for this practice is not intended to abrogate the partial indulgence of ten years mentioned in the Enchiridion in-dulgentiarum (Manual of Indulgences), 1952 edition, n. 168. On May 18, 1959 (AAS, p. 647), the Sacred Consistorial Congrega-tion appointed Archbishop Concha of Bogot~ military vicar of Columbia. Views, News, Previews IN A PREVIOUS issue (Review for Religious, 18 [1959], 237), the beginning of a new quarterly, Jesus Caritas, was noted. Response to the new magazine, which is devoted to the spirituality of P~re de Foucauld, has been sufficient to warrant the continuation of its publi-cation. The latest issue has been that of September, 1959. The yearly subscription price has been set at $1.00; in Canada and the United States subscription orders should be sent to: Jesus Caritas 700 Irving Street, N.E. Washington 17, D. C. The first congress of the Confederation of Benedictine Congrega-tions to be held since the promulgation of the confederation's laws by Pius XII in 1952 took place during the latter part of September, 1959. At the congress Dom Benno Gut, Abbot of Einsiedeln in Switzerland, was elected Abbot Primate of the Confederation. The new primate was born on April 1, 1897, was professed in 1918, and ordained in 1921. After studies and a teaching career at Sant'Anselmo in Rome, he was elected abbot of Einsiedeln in 1947. The Cassinese Benedictine Congregation, largest of the fifteen included in the Benedictine Confederation, in a general chapter at Subiaco during October, 1959, elected Dom Celestino Gusi, Abbot of Manila, as the eleventh Abbot General of the congregation. The Graduate Department of Religious Education, Immaculate Heart College, 2021 North Western Avenue, Los Angeles 27, Cali- 46 January, 1960 VIEWS, NEWS, PREVIEWS fornia, announces a two-week course in canon law for religious superiors, which will grant two units of graduate credit. The course, conducted by the Reverend Joseph F. Gallen, S.J., professor of canon law at Woodstock College, Maryland, will be open to major and local su-periors of all communities of sisters. It is scheduled for the afternoons of June 28 to July 9, 1960. The tuition is $32. The fourth course in the new program in ascetical theology, which is offered in the Graduate Department of Religious Education, Im-maculate Heart College, will be given by the Reverend Eugene Burke, C.S.P., professor of dogmatic theology at Catholic University of America, from July 11-15, 1960. The course is entitled "The Life of Grace and Growth of Virtue" and grants one unit of graduate credit. Sisters who did not apply for admission to the M.A. program when it began in October, 1959, may apply for admission now. Residence ac-commodations are available for the five-day course at Holy Spirit Retreat House in Los Angeles. All reservations must be made before June 1, 1960, and be accompanied by a ten-dollar deposit. Room and board is $20; tuition is $17.50. Inquiries should be directed to Sister Mary Thecla, I.H.M., Dean of the Graduate School, Immaculate Heart College. A new publication that should prove both interesting and important is the Seminary Newsletter, the first issue of which appeared in October, 1959: The Newsletter is issued by the Seminary Department of the National Catholic Educational Association and "is meant to be a clearinghouse of information about seminaries and seminary training, especially from the academic point of vigw; a clearinghouse of ideas, projects, and results of research." Included in the first issue of the Newsletter is an informative statistical report on Catholic seminaries in the United States. According to the report, during the academic year 1958-1959 there were 381 major and minor seminaries in the United States; of these 99 were diocesan institutions, the other 282 belonging to religious orders and congregations. The report notes "that 131 of the 381 seminaries in the United States have been founded since 1945; 108 since 1950. This means that 34% of the total number have been founded since World War II, 28% of them since 1950. It represents a 53 % increase in the number of seminaries since 1945 and a 40% increase since 1950." The report gives 38,503 as the total num-ber of young men studying for the priesthood in the United States. This number includes besides minor and major seminarians 2082 novices as well as 920 scholastics who have interrupted their seminary studies to teach. In REVIEW FOR RELIGIOUS, 18 (1959), 304-05, Father Gallen discussed the quest~ion whether more American congregations are be- 47 QUESTIONS AND ANSWERS Rewew for Rehgmus coming pontifical and presented some statistics on the matter covering the years 1943 to 1957. A study of L'attivit~ della Santa Sede nel 1958 (The Activity of the Holy See in 1958), published in 1959 by the Vatican Polyglot Press gives data from the year 1958 on the same matter. According to the report of the Sacred Congregation of Religious that is given in the volume, during 1958, fifteen institutes received the decree of praise; two of these were in the United States: the Missionary Servants of the Most Blessed Trinity (M.S.B.T.) of Philadelphia founded in 1916 and the Missionary Sisters of the Most Holy Trinity (M.S.SS.T.) of Washington founded in 1921. The Congregation also reported that during 1958 there were seventeen institutes which re-ceived the definitive approval of their constitutions; of these none was in the United States. The Congregation's report also contained informa-tion about secular institutes: two secular institutes were granted diocesan establishment, one received the decree of praise, and one, the decree of final approbation; none of these four was in the United States. During the same year the Sacred Congregation of the Propagation of the Faith granted the decree of praise to one institute in Ireland and gave definitive approval to the Daughters of Mary of Uganda, Africa. It is interesting to note that this last institute is the first pontifical African institute for women. ( uestions and Answers IThe following answers are given by Father Joseph F. Gallen, S. J., professor of canon law at Woodstock College, Woodstock, Maryland.] Our constitutions command the mistress to be with the novices always and, if she should be absent from the house, to learn on her return everything that happened during her absence. I do not think that any mistress has followed either injunction literally, but these two prescriptions have caused a highly exaggerated surveillance. Shouldn't the observance of both be tempered by intelligent prudence? Yes. The first injunction, that the mistress should be with the novices always, is in many constitutions, the second only in very few. The first injunction is also and unfortunately observed in many insti-tutes. This is an evidently false spiritual pedagogy. It simply does not work in any field of the development of character and it is unworthy of the religious state, which is a spontaneous, voluntary, and personal dedication of oneself to Christ. The fundamental purpose of the novice-ship is to give the novice a profound consciousness of God, not of the master or mistress. The novice is to be led to a convinced personal dedication of herself to God; her life is to be a personal committment, 48 January, 1960 QUESTIONS AND ANSWERS not forced external observance; she is to be trained to think for herself, to personal decisions, and to a sense of responsibility and reliability. The noviceship should be a school that will equip the novice for the life she will actually have to live. She should be instructed and guided but allowed sufficient freedom of action; otherwise you will know what she appears to be but not what she is. She should be checked and corrected, and even more frequently than is commonly done; but this does not demand unceasing vigilance. The more a superior tries to see, the less he will learn. No superior has to try to see everything in order to learrL what he should know. I hazard the conjecture that reticence about interior matters increases in direct proportion to external observation. That the novice mistress or her assistant should be with the novices frequently is intelligent and prudent; that she should be with them always is simply destructive of the purpose intended. Only God. can see everything, and God as one's judge is not the motive of the religious life. The following quotation from a religious woman contains several thought-provoking observations. The principles for the formation of character in congregations are for the most part taken from a psychology of a distant past. This, in the case of women, only aimed at creating habits of will power, furnishing the mind with knowledge learnt by heart, and very little was done to appeal to the interest. They disregarded the education of the senses, any development of initiative and sense of responsibility and the deep needs of feelings. The new psychology seeks to develop the virtues and activities that they may adapt themselves and form personalities . Deeper problems lie in the change of the feminine way of living. In the depth of her being the woman is rather passive. In past centuries the life of a woman matched this interior disposition, but today matters have changed. Modern life forces woman to greater independent activity. She has had to take over responsible work both in private and public life. Her mode of living gets nearer to the masculine type, though at the expense of her individuality. (Sister Agnes, S.I-I.C., Religious Life Today, 162-63.) 2 Our constitutions do not mention at all the canonical requisites for a higher superior. You have already explained these partially. Will you please explain them fully? Canon 504 demands the three personal qualities listed below for the valid election or "appointment of any higher superior of men or women. Age is the only variable element among the three canonical requirements. All of these three impediments established in canon 504 are dispensable but only by the Holy See. The higher superiors in the sense of this canon are the abbot primate; abbot superior of a mon-astic congregation; the abbot .of an independent monastery, even if the monastery appertains to a monastic congregation; the mothers general and regional of federations and superioresses of monast
Issue 18.3 of the Review for Religious, 1959. ; Review for Religious MAY 15, 1959. Apostolic Indulgences of John .XXIII 129 Allocution to Contemplative Nuns 133 By Pius XII Current Spiritual Writing 143 By Thomas G. O'Callaghan, S.J. Practice of the Holy See 156 By Joseph F. Gallen, S.J. Headdresses and Driving Sur~rey of .Roman Documents Views, News, Previews Questions and Answers Book Reviews and Notices 169 170 177 179 183 VOLUME 18 NUMBER 3 Volume 18 May 15, 1959 Number 3 OUR CONTRIBUTORS FRANK C. BRENNAN is stationed at St. Mary's College, St. Marys, Kansas. THOMAS G. O'CALLAGHAN is professor oi: ascet-ical and mystical theology at Weston College, Weston 93, Massa-chusetts. JOSEPH F. GALLEN, the editor of our Question and An-swer Department, is professor of Canon Law at Woodstock College, Woodstock, Maryland. REVIEW FOR RELIGIOUS, May, 1959. Vol. 18, No. 3. Published bi-monthly by The Queen's Work, 3115 South Grand Boulevard, St. Louis 18, Missouri. Edited by the Jesuit Fathers of St. Mary's College, St. Marys, Kansas, with ec-clesiastical approval. Second class mail privilege authorized .at St. Louis, Mis-souri. Copyright, 1959, by The Queen's Work. Subscription price in U. S. A. and Canada: 3 dollars a year; 50 cents a copy. Printed in U. S. A. Editor: R. F. Smith, S.J. Associate Editors: Augustine G. Ellard, S.J.; Gerald Kelly, S.J.; Henry Willmering, S.J. Assistant Editors: John E. necker, S.J.; Robert F. Weiss, S.J. Departmental Editors: Joseph F. Gallen, S.J.; Ehrl A. Weis, S.J. Please send all renewals, new subscriptions, and business correspondence to: Review for Religious, 3115 South Grand Boulevard, St. Louis 18, Missouri. Please send all manuscripts and editorial correspondence to: Review for Religious, St. Mary's College, St. Marys, Kansas. Apostolic Indulgences ot: John XXIII [The original text of which the following pages are a translation appeared in /lcta /l/wstolicac Sedis, 51 (1959), 48-50. The enumeration in "the translation is taken from the original document.] APOSTOLIC INDULGENCES which the Supreme Pon-tiff John XXIII in an audience with the undersigned 'Cardinal Major Penitentiary on November 22, 1958, granted to the faithful who possess a pious or religious article blessed by the Pontiff or by a priest having the competent power and who fulfill certain prescribed conditions. The Indulgences i. Whoever is accustomed to recite at least once a week the Lord's chaplet [coronam Dominicam]; or one of the chaplets of the Blessed Virgin Mary; or a rosary or at least a third part of it; or the Little Office of the same Blessed Virgin Mary; or at least Vespers or a nocturn together with Lauds of the Office of the Dead; or the penitential or gr~ldual psalms; or is accustomed to perform at least once a week one of those works which are known as the !'works of mercy," for example, to help the poor, to visit the sick, to datechize the uninstructed, to pray for the living and the dead, and so forth; or to attend Mass; may, provided the conditions of sacramental confession, Holy Communion, and some prayer for the intentions of the Supreme Pontiff are observed, gain a plenary indulgence on ¯ the following days: the Nativity of our Lord, Epiphany, Easter, the Ascension, Pentecost, Trinity Sunday, Corpus Christi, the feast of the Sacred Heart, Christ the King; the Purification, Annunciation, Assumption, Nativity, Immaculate Conception, Maternity, and Immaculate Heart of the Blessed Virgin Mary, and the feast of her Queenship; the Nativity of St. John the Baptist; both feasts of St. Joseph, the Spouse of the Virgin Mother of God (March 19 and May 1); the feasts of the holy Apostles Peter and Paul, Andrew, James, John, Thomas, 129 APOSTOLIC INDULGENCES Review for Religious Philip and James, Baitholomew, Matthew, Simon and Jude, Matthias; and the feast of All Saints. If, however, a person does not make a sacramental con-fession and go to Holy Communion but nevertheless prays with a contrite heart for some time [aliquantisper] for the intentions of the Supreme Pontiff, he may gain on each of the above-mentioned days a partial indulgence of seven years. Moreover, whoever performs one of the aforementioned works of piety or charity may gain, each time he does so, a partial indulgence of three years. 2. Priests who, if they are not prevented.by a legitimate impediment, are accustomed to celebrate daily the holy sacrifice of the Mass may gain a plenary indulgence on the above rden-tioned feasts, provided they confess sacramentally and pray for the intentions of the Supreme Pontiff. Moreover, as often as they say Mass they may gain a partial indulgence of five years. 3. Whoever is bound to the recitation of the Divine Office may, when he fulfills this obligation, gain a plenary indulgence on the feast days mentioned above, provided the conditions of sacramental confession, of Holy Communion, and of prayer for the intentions of the Holy Father are fulfilled. Whoever does this at least with a~ contrite heart may gain each time a partial indulgence of five years. 4. Whoever recites at dawn, at noon, and at evening, or does so as soon as he can after thos~ times,the prayer which is popularly called the Angelus and during the Paschal Season the Regina Caeli; or whoever, being ignorant of these prayers, says the Hail Mary five times; likewise whoever around the first part of the night recites the psalm De Profundis, or, if he does not know this, says an Our Father, Hail Mary, and Eternal Rest Grant unto Them, .may gain a partial indulgence of five hundred days. 130 May, 1959 APOSTOLIC INDULGENCES 5. The same indulgence may be gained by one who on any Friday piously meditates for a time [aliquantult~m] on t~e passion and death of our Lord Jesus Christ and devoutly recites three times the Our Father and the Hail Mary. 6. Whoever, after examining his conscience, sincerely de-testing his sins, and resolving to amend himself, will devoutly recite an Our Father, a Hail Mary, and a Glory Be to the Father in honor of the Most Blessed Trinity; or recites five times the Glory Be to the Father in memoryof the five wounds of our Lord Jesus Christ, may gain an indulgence of three hundred days. 7. Whoever prays for those in their agony by reciting for them "at least once an Our Father and a Hail Mary may gain a partial indulgence of one hundred days. 8. Finally whoever in the moment of death will devoutly commend his soul to God and, after making a good confession and receiving Holy Communion, or at least being, contrite, will devoutly invoke, if possible with his lipg, otherwise at least in his heart, the most holy name of Jesus, and will patiently accept his death from the hand of the Lord as the wages for sin, may gain a plenary indulgence. Cautions 1. The only articles capable of receiving the blessing for gaining the apostolic indulgences are chaplets, rosaries, crosses, crucifixes, small religious statues, holy medals, provided they are not made of tin, lead, hollow glass, or other similar material which can be easily broken or destroyed. 2. Images of the saints must not represent any except those duly canonized or mentioned in approved martyrologies. 3. In order that a person may gain the apostolic in-dulgences, it is necessary that he carry on his person or decently keep in his home one of the articles blessed by the Sovereign Pontiff himself or by a priest who hasthe requisite faculty. 131 APOSTOLIC INDULGENCES 4. By the express declaration of His Holiness, this con-cession of apostolic indulgences in no way derogates from in-dulgences which may have been granted at other times by Supreme Pontiffs for the prayers, pious exercises, or works mentioned above. Given at Rome, in the palace of the Sacred Apostolic Penitentiary, on November 22, 1958. L. oS. N. Card. Canali, Major Penitentiary I. Rossi, Secretary 132 Plus XIl's AIIocution to Clois!:ered Con!:emplat:ives Translal:ed by Frank C. Brennan, S.J. [The first and second parts of this allocution were published in the January and March issues of the REVIEW ~'Og gE~.ICIOIJS; this is the third and last part. The successive parts of the allocution were broadcast by Plus XII on July 19, July 26, and August 2, 1958. The offical text is to be found in Acta Apostolicae Sedis (AAS)', .50 (1958), 562-586. All divisions and subtitles in the translation are also found iv. tb.e official, text.~ PART III: LIVE THE CONTEMPLATIVE LIFE The Practice of the Contemplative Life in the Light of the Knowledge and Love of Contemplation WHILE TREATING the knowledge and love of the con-templative life in the first two parts of this allocution, We did not neglect, beloved daughters, to point out some practical applications of the principles which We were empha-sizing. In order to promote a fuller understanding of Our discourse, it is important to go beyond merely theoretic~il and abstract considerations and take account of the concrete effects which a more profound knowledge and a more ardent love of the contemplative life can have on its actual practice. Since We need not repeat in this third part wh.at We have already said, We will recall the necessity of translating into action ¯ what we know and love more deeply and then consider the actual practice of the contemplative life, with respect both to its essential element, which is contemplation itself, and to its sec-ondary elements, especially monastic work. As We pointed out in the first part of Our allocution, one's knowledge of the contemplative life is enriched and deepened by the daily fulfillment of its obligations. Love of the con-templative life neces,sarily engenders attitudes through which this love is expressed and without which it would be nothing but a delusion. In this constant interaction which normally conditions 133 P~us XII Review for Religious the regular progress of a religious life, the predominant element will a.lways be the interior life which gives to external actions all their meaning and value. It is from the heart of a man-that good or evil designs spring;' it .is his intention which explains his acts and gives them their moral significance. But this inten-tion alone will not suffice; it must be actualized: "He who has my commandments and keeps them, he it is who loves me,''2 says Jesus. And again: "You are my friends if you do the things I command you.''~ By contrast, whoever neglects to ful-fill the divine precepts finds himself excluded from the King-dom: "Not everyone who says to me 'Lord, Lord,' shall enter into the kingdom of heaven, but he who does the will of my Father.''4 The Fulfillment of the Essential Duty of the Contemplative Life: Interior Contemplation These basic principles apply, also to the contemplative life. To desire the contemplative life, however ardently, is not enough; one must actually dedicate oneself to it and accept the sacrifices which it requires. For contemplation, understood as the union of the mind and heart with God, is the essential characteristic of the contemplative life. We established this in the first part of Our allocution where We cited the chief texts which prove it. Here We add two more, which We draw from" the instruction Inter caetera of March 25, 1956, ¯ and whic.h reiterate the preeminence of contemplatibn in your life. "Minor cloister does not admit of ~iny kind of ministry, but only such as is compatible with the contemplative life of the whole community and of each nun.''5 "Those ministries which are undertaken with discernment and moderation in accordance with the character and spirit of the order must tend to reinforce rather than disturb and prevent the life of 1Cf. Mk 7:21. 2 Jn 14:21. 3Jn 15:14. 4 Mt 7:21. 5AAS, 48 {1956), 520, n. 41a. 134 May, 1959 CLOISTERED CONTEMPLATIVES true' contemplation.''° "Such works are the teaching of Chris-tian doctrine, religious instruction, the education of young girls and of children, retreats and spiritual exercises for women, the preparation of candidates for First Communion, works of charity for the relief of the gick and the poor."''7 The con-templative life does not consist essentially in the external pro-fession of a religious discipline which is only the framework of contemplation. Religious discipline sustains, encourages, and preserves the contemplative life; but it does not actually con-stitute it. To repea~, therefore, what We have said already, We earnestly exhort you to give yourselves with all your hearts to contemplative prayer as to your essential duty for which you have renounced the world. This prindple has nothing directly to do with the fre-quency and duration of spiritual exercises. The intensity of an exercise is not necessarily measured by its length. While the ministries permitted to contemplative nuns may prevent them from devoting long hours each day to contemplative prayer, there still remains enough time to satisfy this essential obligation. The Fulfillment of Secondary Duties Which Perfect the Contemplative Life Along with "the essential and indispensable elements which constitute the first and principal end of the contempla-tive life of cloistered nuns," the apostolic constitution Sponsa Christi singles out others which ar~e not indispensable but which do perfect the contemplative life and are calculated to safeguard it. Among these are the cloister, exercises of piety, of prayer, and of mortification.8 The sixth and seventh articles of the same constitution deal with the nature and jurid-ical structure of cloistered con~ents, with their autonomy, and" with the possibility of their forming federations and confe~l-" °Ibid., n. 41b. Ibid., n. 41c. sCf. AAS, 43 (1951), 10. 135 PIus XII Review fo,r Rcligiows erations? On some of these points the Church lays dowri precise requi.rements which must be met;. on others, however, she merely expresses an invitation and a preference which should receive careful and respectful consideration. It is on!y right that convents and orders of cloistered nuns esteem, pro-tect, and remain faithful to the distinctive spirit of their order. It would be unjust not to take account of this. But they should defend it without narrow-mindedness or rigidity to say nothing of a certain obstinacy which opposes every legitimate development and resists every kind of adaptation even though the common good requires it. It can happen that a nun is asked to leave her convent and to establish herself elsewhere for some greater good or for a serious reason. It is true, of course, that no one can impose on a religious, against her will, any obligations which go beyond the provisions of her vows. But one might ask just to what degree stability really constitutes an essential right of cloistered nuns. The Holy See has the right to modify the constitutions ofan order together with their prescriptions concerning stability. But if these changes affect essential points of law, thenthe members are not bound, by virtue of their vows, to accept the new constitutions. They must be given the choice of leaving the order which undergoes modi-fications of this kind. At the same time a nun can freely renounce her own rights and consent to the request which, with the approval of the Holy See, is made of her.1° We recognize the gravity of such a step and what it might cost the individual religious, but We would exhort her to accept this sacrifice unless there are grave reasons for declining. Whenever there is question of the secondary elements which play only an auxiliary role in the religious life, convents and individual nuns should be ready to accept the interchange of ideas and the mutual collaboration which the Holy See Ibid., pp. 17-19. loCf. Sponsa Christi, a. 7, § 8, n. 3; AAS, 43 (1951), 19. 136 May, 1959 CLOISTERED CONTEMPLATIVES has proposed to them. In-particular, they should try to estab-lish respectful and open relations with the Sacred Congregation of Religious since the Congregation does not intend to ignore existing rights but rather wishes to take into account the desires of monasteries or orders of nuns. This collaboration is par-ticularly desirable whenever there is question of forming fed-erations of convents or orders, or even of fo'rming confed-erations of federations. The text of Sponsa Christi clearly states that there is no thought of doing violence to the just independence of par-ticular convents, but rather of protecting and insuring it. Strive, therefore, to cooperate with the competent ecclesiastical author-ity in order to further the adaptation and salutary evolution which the Church desires. One Element in Particular: Monastic Work We are deeply interested in the application of the norms concerning work, because this has a bearing not only on the welfare of every contemplative convent and order, but also on the welfare of the universal Church which, in many places, requires the cooperation of all its available forces. Having already discussed the necessity of work in general and its appropriateness for contemplative ordersW, e here concent.rate on the application of those provisionsset forth in the constitution Sponsa Christi. In the first part of that constitution, We said that ';We are moved, even forced, to apply these reasonable adjustments to the life of cloistered nuns because of reports We have received from all parts of the world informing us of the distress in which many nuns live. Indeed, there are convents which are close to starvation, misery, and destitution, while in others life is very difficult because of severe material privations. Still other convents, without being in desperate straits, find them-selves on the decline because they are isolated and separated from all the others. Furthermore, the laws of cloister are 137 P~os XII Review for Religious sometimes too rigid, thus giving rise to serious difflculties.''n The normal and most readily available remedy for these ills is some kind of'work on the part of the nuns themselves. For this reason We call on them to undertake such work 'and thus provide for themselves the necessities of life rather than have immediate recourse to the goodness and charity of others. This request is addressed also to those who are not actually destitute and are not for this reason forced to earn their daily bread by the work of their hands. They too might somehow earn enough to satisfy the law of Christian charity toward the poor. We further urge you to develop and perfect your manual abilities so as to be able to adapt yourselves to circumstances in accordance with article 8, paragraph 3, number 2 of the constitution Sponsa Christi.12 This same article summarizes the norms concerning work by stating at the outset that "monastic work, in which contemplative nuns should be engaged, ought to be, as far as possible, in accordance with the Rule, the con-stitutions, and the traditions of each order.''~3 Some consti-tutioris provide for determined .works which are generally of an apostolic nature. Others, on the contrary, make no provisions of this kind. The work "should be so organized that it will secure for the nuns a definite and suitable sustenance by adding to other sources of income.''14 Local ordinaries and superiors are bound to see to it "that such necessary, suitable, and re-munerative work is never lacking to the nuns.''~ Finally, the article emphasizes the duty which the nuns have in conscience not only to earn their bread by the sweat of their brow, but also to perfect themselves each day, as circumstances demand, by different kinds of work.~6 Do not let Our call to labor go unheeded; but make use of all the means at your disposal and of every opportunity Ibid., pp. 10-11. Ibid., p. 19. Ibid., a. 8, § 1. Ibid., § 2. Ibld., § 3, n. 1. Ibid., § 3, n. 2. 138 May, 1959 CLOISTERED CONTEMPLATIVES you can contrive to earn something, if not to meet ygur owrt pressing needs, then at least in order to alleviate the misery of others. Note also that some serious occupation, .adapted to your strength, is an efficacious way of preserving one's mental balance or of regaining it if it has been disturbed. In this way you will avoid the damaging effects which complete seclu-sion and the relative monotony of daily life in the cloister can exercise on certain temperaments. Conclusion We close Our allocution, beloved daughters, by repeating that invitation to the apostolate which formed the conclusioh of~the constitutiori Sponsa Christi. It ~s an invitation based on the great commandment to love God and our neighbor as well .as on the will of the Church. Charity towards our neighbor in'cludes all human.beings,. all their needs, all their sufferings. It is most especially pr.e,. occupied with their eternal salvation. Nuns can exercise this~ apostolate ~,hich the Church entrusts to them in three wa, ys: by the example of Christian ,.perfection which silently ~raws the faithful to Christ, by public and private prayer, by. pe.n.- ances generously undertaken even beyond the prescriptic~ns of the rule at the behest of one's °wholehearted. love of ,the. Lord. In its dispositive part, the constitution Sponsao Christi tdois dtiinffgeuriesnhte fso drmiffse roefn tth kei cnodns toefm apploastitvoeli cli fweo. rSko mcoer rneuspnos~n dairneg committed by their constitutions to the exterior apostolate; they should continue in this apostolate. Others do engage or have engaged to 'some extent in '~ipostolic works even though their constitutions mention only tl'i~ contemplati~,e life. They should continue such work; or if they havd abandoni~d i~,' they should resume it in accordance with current needs. Still other contemplative nuns, in obedience to their rules and constitutions, live only the life of contemplation. They should adhere to it unless they are forced by necessity to perform 139 Plus XII Review for Religious some kind of exterior apostolate for a time. It is evident that these exclusively contemplative nuns participate in the apos-tolate of love through example, prayer, and penance. We would also like to direct your thoughts to that more sublime and more. universal apostolate of the Church, the Spouse of Christ, of which the Apostle of the Gentiles" and St. John's speak. The apostolate of the Church is based on .her world-wide mission to all men and to all nations in every age of the world--to Christians and pagans, to believers and unbelievers. This mission derives from the Father: "For God so loved the world that he gave his only begotten Son, that those who believe in him may not perish but have life everlasting. For God did not send his Son into the world in order to judge. the world, but that the world might be saved through him.'9 This mission is confided to the Church by Christ: "As the Father has sent me, I also send you.''-~° "All power in heaven and on earth has been given to me. Go, therefore, and make disciples of all nations, baptizing them . I am with you all days, even to the consummation of the world.'"-" This mission is accomplished in the Holy Spirit: "You shall receive power when the Holy Spirit comes upon you, and you shall be witness for me . . . even to the very ends of th~ earth.''2"~ Hence this. mission of the" Church proceeds ultimately from the Blessed Trinity, Father, Son, and Holy Spirit. No mission is more sublime, more sacred, or more universal either in its origin o~ in its object. What is the object of this mission if not to make known to all men t,he true God, one and indivisible in the Trinity of Persons, and God's plan of redemption implemented through ,7 2 Cor 11:2. lSJn 20:21-23; 21:16-17; Apoc 21. 19Jn 3:16-17. ' '.'0 Jn 20:21. ", Mt 28:18-20. '-''Act 1:8. 140 May, 1959 CLOISTERED CONTEMPLATIVES His Son and through the Church founded by Christ to per-petuate His work. The Church has received the complete deposit of faith, and of grace. She possesses all of revealed truth and all the means of salvation bequeathed to her by the Redeemer: baptism,~3 the Eucharist, the priesthood: "Do this in commemoration of me";~4 the conferring of the Holy Spirit through the imposition of hands of the Apostles;"~3 the remis-sion of sins: "Receive ye the Holy Spirit; whose sins you shall forgive, they are forgiven them";"6 and the government of the faithful by the power of jurisdiction which she exercises in the name of Christ and with the abiding assistance of the Holy Spirit.~v Here we have a brief description of the divine riches with which the Lord has endowed His Church to the end that she may fulfill her apostolic mission amidst all the uncer-tainties of this earthly life and march down through the ages without having the gales of hell prevail against her."~ Let the unconquerable force which animates this apos-tolate of the Church take hold of your minds and your hearts. It will fill you with peace and joy! "Take courage, I have overcome the world.'''-'° In mounting ever higher and closer ¯ to God, you widen your horizons and become that much more qualified to find the true way on this earth. Far from narrowly confining you within the walls of your convent, your uniorl with God expands your mind and heart to the very limits of the world making them coextensive with the world and with. Christ's redemptive work being carried on in the Church. Let this be your guide; let it sustain all your efforts and reward them with abundant fruit. We "beg our Lord graciously to favor you with His choicest gifts and to perfect the work which He has begun in you to 2aMt 28:19. "4Lk 22:19. 25Act 8:17. 2°Jn 20:23. 27Cf. Jn 21:16-17. 28Cf. Mt 16:18. 29Jn 16:33. 141 P~es XII His greater glory. As a pledge of these divine graces, We impart to you with all Our Heart Our paternal and apostolic benediction. 142 Current: Spiri!:ual Wri!:ing Thomas G. O'Callaghan, S.,J. Prayer ST. THOMAS says that in our acts of worship the exterior, bodily act is ordered to the interior act of the soul; for it is .this latter which is the more important (II-II, q. 84, a. 2). Thus, an exterior act of adoration, a bow or genuflec-tion~ is made for the sake of fostering interior adoration. Rev-erent exterior gestures of humility will usually help to arouse the heart to humble itself before God, to submit itself to Him. But it is also true, as the" Angelic Doctor teaches, that an exterior act of worship ought to proceed from the interior act. In this way exterior acts of adoration are normally the expres-sion of interior acts. Therefore, exterior acts of worship ought both to proceed from, and also to be ordered to, interior acts of worship. Understanding this relation of the exterior to the interior in the worship of God, it is interesting to read an article of l~tienne Robo on the use of the hands in prayer.~ Gestures with the hands can very easily express ideas or interior attitudes. To shake a fist at someone is to threaten violence; a traffic officer holds up his hand to stop traffic and then waves it on; a beggar holds out his hand as a request for alms. Thus, it would be quite normal to expect that in prayer our hands could and should express interior dispositions. In the days of the Old Testament to lift one's hands above the head, with eyes raised toward heaven, was a gesture of supplication. David asked the Lord to consider the lifting up of his hands as an evening sacrifice. During and even after the time of Christ this was still a typical gesture of prayer. "Pray with Your Hands," F~'ors/ti~, XXXIII, 14-18. 143 THOMAS G. 0'CALLAGHAN Review for Religious A modification of this .was to pray'with the arms extended in the form of a cross, a practice which Tertullian recom-mended, since it proclaimed the Passion of Christ. However, because such a practice was very tiring, an attenuated version of this was introduced. One sees in the catacombs paintings of the early Christians praying with their ai:ms "flexed to some slight extent and the hands, wide open, palms outward, are not raised above the shoulders. The shape of the cross is re-tained but on a less ample scale." This is very similar to the gesture of the priest at Mass when he is reading the Orations or the Canon. Our present custom of holding the hands palm to palm againsf one another seems to be of Germanic origin. When a vassal received a grant of land from his feudal lord, in order to express his fidelity and loyalty to his lord, he would kneel before him and place his joined hands between the hands of his lord. This custom, because it could represent so perfectly our dependence upon God, the Lord to whom we owe fidelity and service, was adopted by the Church as an attitude of prayer. All these gestures are external acts which are expressive of interior dispositions. But also, if we use them with rev-erence, they will, as St. Thomas taught, help to foster interior devotion and prayerfulness. In reading the letters of St. Paul, Father Lyonnet, S.J., remarks,'-' one is impressed with the frequent references which he makes to prayer. Very often Paul speaks about his own prayer, telling those to whom he writes that he has been thank-ing God for the graces which our Lord has granted them, or that he is begging God fo~ the graces which they need. At other times he is exhorting others to pray. It might also be noted that in most of these places where Paul is speaking about prayer, . the prayer has an apostolic quality to it; it is in ""Un aspect de la 'pri~re apostolique' d'apr~s saint Paul," Christus, V (1958), 222-29. 144 May, 1959 CURRENT SPIRITUAL WRITING some way concerned with the promotion of the' Kingdom of God. When Paul speaks about prayer, especially the prayer of petition, he seems to suggest that prayer is a kind of strftggle, an engagement between the soul and God. It is not only that "night and day we pray;" but prayer is addressed to God "with. extreme insistence" (I Thess 3:10). He .asks the Romans "to strive together with me in your prayers to God" (Rom 15:30); and Epaphras, St. Paul wri~s, "does not cease striving" for the Colossians in his prayers (Col 4:12). Paul's way of speak-ing of prayer as a persistent struggle recalls our Lord's parable of the importunate friend whose prayer was heard because of his persistence (Lk 11:5-10). Both Christ and Paul make it clear that in prayer we should strive with persistence to be heard. Judging from their teaching, it seems that God wants to be pressed with requests, so that t.hrough our insistent prayer we may wrest from Him what we desire. Does that mean that by our insistent prayer we move God to do that which at first He did not want to do, as if we could exert an .influence on God Himself? Or might it mean that God is not a very loving Father, nor is He always disposed to give His children what will help them? By no means. Such a mentality would be based on a very false idea of divine transcendence and love. When Paul, following the teaching of Christ, emphasizes the notion of struggling, striving in prayer, what h~ is trying to do is to underline the necessity of prayer. But prayer is necessary, as St. Thomas teaches, not in regard to God, ds if He needed to be informed of our desires, or as if.prayer were necessary to dispose Him to grant us our requests. God always knows our desires and is always disposed to grant us His gifts. Prayer rather is necessary from our part; for it is, partially at least, through prayer that we become suitably disposed to receive His gifts. Prayer does not dispose God ~to give; it 145 THOMAS G. O'CALLAGI-IAN Review for Religious disposes~us to receive from Him the graces and blessings which He in/His fatherly love desires to give us. !wT~hish teaching of St. Thomas applies primarily to the prayer ich the Christian addresses to God for himself. But it may also be applied, Father Lyonnet believes, to the prayer which an apostle addresses to God for others, particularly those en-trusted to his care. God wishes to use us. as His apostles for the salvation and sanctification of others. He wants us to be His instruments in the work of redemption. Too often, how-ever, we are not fit instruments for God's salvific work. It is prayer--all prayer, no doubt, but especially prayer for others --which disposes us to .be suitable apostolic instruments, fit for promoting the Kingdom of Christ. Thus, without exercis-ing any influence on God, without intending to change the will of God, which could only be a will of love, prayer has the purpose of making the apostle a suitable instrumen~ of God, and allowing God to realize in and thro. ugh him His designs of love: Celibacy Sex is a fact of life which is here to stay; and it is very important that those who are preparing to live a life of celi-bacy, whether as priests or religious, should acquire sound attitudes toward it. Many excellent .suggestions for establishing these attitudes are given in a fine article by Father W. Bert-rams, S.J.a Although his remarks are directed primar.ily to seminarians--and it is mostly in reference to them that we will explain a few of his ideas here--most of the article is applicable to religious also. The priesthood demands a complete and undivided dedi-cation of on~eself to Christ and His Church. This is a very positive thing, and it is only this positive oblation of oneself which fully explains the obligation of celibacy. Because he 3 *'De efformando in clericis genuino fundamento cae[ibatus suscipiendi," Periodica, XLVII (1958), 3-28. 146 May, 1959 CURRENT SPIRITUAL WRITING dedicates himself to Christ, the priest cannot give himself to another; he must live a celibate life. Something similar takes place in marriage. When a young man gets married, he dedi-cates himself to his wife--and she to him--and it is because of this positive dedication to her that he may not give himself to another. In this sense the positive dedication of oneself to Christ in the priesthood (or religious life) is sometimes called a spiritual marriage between Christ and the priest (or Christ and the religious). During the course of their studies, then, clerics should strive to acquire this positive attitude toward celibacy. Certainly it is far more beneficial and healthy than the merely negative attitude of "I must not sin against chastity." It is the positive aspect, the dedication of oneself to Christ, which should be dominant in the soul. Another point which Father Bertrams makes is that a person dedicated to the celibate life should have a healthy atti-tude, not a fearful and anxious one, toward his own body. One's body is a work of God; and thus reverence, not fear, is due it. Also, although one might possibly bemisled by an expression which is sometimes used, there is no such a thing as an "indecent part" ot: the body. Thus, it would not be honest and objective to consider one's body, or certain parts of it, almost exclusively as an occasion of sin. Such an atti-tude would make the general subject of sex an object of fear, and it would create many difficulties which a person with a healthy attitude toward his body would not experience. The sexual faculty is not evil in itself; it is good. Like any other natural faculty, however, it must be subordinated -to reason. Thus, control of this faculty is required. But the process of educating oneself to this control supposes that one first admit t.hat sex and sexual appetites do exist, and that they will at times manifest themselves. Some people are not always willing to admit this to themselves, or they keep wishing that it were not so. They must simply learn to accept the present 147 THOMAS G. 0'CALLAGHAN Review for Religiou.~" divinely-established order of Providence, an order in which sex, according to the will of God, has its proper place. From the fact that sexual appetites do at times manifest themsel~es, and even strongly, it is clear that sexual tempta-tions "do exist. These appetites, therefore, [lave to be con-trolled; for if they are not, they lead to sin. In this sense sex can be dangerous. But to see the dangers of sex practically ev~erywhere is just not being objective. It is true that today there are .found in public life many sexual stimulants, and these can easily cause some indeliberate sexual thoughts and reactions. That is quite normal; in fact, for a person never to react to these stimulants would possibly be a "sign of some natural de-fect. But, for a well-balanced person, not every sexual reaction to these stimulants is really deserving of the name of tempta-tion; they are not real inducements to sin. Many are slight and pass quicklyl.and the best thing to do is to pay no attention to them. To consider these reactions as true, temptations, and to be continually trying to avoid them, would only make one overanxious and hypersensitive. This state of anxiety could easily turn these slight reactions into strong temptations. Another point in Father Bertrams's article touches on the question of the choice of a celibate life in preference to the married state. Since attraction for members of the other sex is natural and fairly strong and ordinarily leads to "marriage, the choice of a ceiibate life should be made only after mature deliberation. Seminarians should realize, in reflecting on this choice, that marriage is noi something good merely in the abstract. When they renounce marriage, they renounce some-thing which could be for them an excellent personal good, a source .of perfection, happiness, and salvation. But they are renouncing this sacramental state for the sake of a higher good, a more ~omplete dedication to Christ and a more perfect service of His Church. And even after they make that choice of a celibate life, they should not expect the natural and human tendency toward married and family life simply to disappear. 148 May, 1959 CURRENT SPIRITUAL WRITING But for them personally the celibate life is still a greater good, and by cooperating with the graces of their state the other tendency can be controlled. These and many other of the observations .which Father Bertrams makes are very prudent and are well worth study and reflection. St. Th~r~se of Lisieux The recently published critical edition of the original autobiographical manuscripts of St. Th~r~se of Lisieux (cf. REVIEW FOR RELIGIOUS, 17 [1959], 145-47) has been the occasion of intensified interest in the spirituality of this beauti-ful Carmelite saint. The original text is being carefully studied, and also closely compared with the text which Mother Agnes edited--and in many ways rewrote~and which has been known in English as The Story of a Soul. One of the purposes of this study and comparison is to discover whether our present picture of Th~r~se's spiritual life should be modified in any significant way. An excellent article which considers this prob-lem has been written by Father Noel Dermot of the Holy Child, O.C.D.4 We would like to mention briefly just one or two of the points which he discusses. When Mother Agnes edited Th~r~se's manuscripts, she omitted a great number of passages. From a study of these passages it is evident that her intention was not to show Th~r~se" as being holier or better than she really was. The only pas-sage which could cause some doubt in this regard is the one in which St. Th~r~se speaks about her difficulty in saying the rosary. She admitted that saying the rosary took more out of her than a hair-shirt would. No matter how hard she tried, she could not meditate on the mysteries of the rosary. This caused her great distress. Since she did have a strong personal love for the Blessed Mother, she just could not understand 4"The Published Manuscripts and the 'Histoire d'une Ame,' " Ephemer-ides Carraeliticae, IX (1958), 3-31. 149 THOMAS G. 0'CALLAGHAN Review ]o~" Religious why saying prayers in Mary's honor should be difficult. Never-theless, it. was difficult and a real trial for her. This might be comforting to many of us; but we should not hastily assume, as Father Noel prudently notes, "that the Saint's distractions were on the same level as our own." Th~r~se could not fix her attention on the mysteries, "not because her mind is far from God, and full of worldly or selfish preoccupations, but rather because her mind is fixed ~on God in a simpler and higher way. It is in fact a matter in which the Saint suffered from the lack of sufficiently skilled direction, which would assure her that Our Lady is more hon-ored by a simple loving regard toward herself, or her Divine Son, than by the repetition of set prayers." Another point, which may be of interest .to mention here, is that one of the most striking characteristics of Th~r~se's manuscripts is the constant use of the name of Jesus. Father Noel .observes, in speaking of the editor's notes in the critical edition of the Autobiography, that "the citations under J/sus in the Table des citations occupy ten columns." 'This is an indication of the central and dominant place which Jesus held in the life of Th~r~se of the Infant Jesus. (She never refers to Jesus as Our Lord, and only once as Christ.) Her autobiography is the story of a great love, "the love of Jesus for Th~i~se and of Th~r~se for Jesus." Obedience The spiritual life is primarily and basically a relationship between persons. First, it is a personal relationship with the three Persons of the Trinity. The three key virtues of the spiritual life, the theological virtues'of faith, hope, and charity, are personal relationships with the Persons of God. One be-lieves God; one hopes in God; one loves God. There are also, as is obvious, our personal relationships with the Blessed Mother, the saints, the angels, and others. Personal contacts therefore are at the very heart of the spiritual life. 150 May, 1959 CURRENT SPIRITUAL WRITING Yet there is a very real.danger for religious to become impersonal in their spiritual lives. They can easily fall into what might be called the trap of impersonalism. This is espe-cially true, as Father Ryan, O.P., points out, in regard to obedience.~ Religious are certainly desirous ot: being obedient, because the faithful observance of rules is a very important part of religious life. But there is a definite danger of making obedience something impersonal, as if it were nothing more than conformity with a set of rules and regulations. "Primarily it is not this. We do not obey," says Father Ryan, "an abstract code of laws, we obey people . " This personal aspect of obedience is certainly brought out in Sckipture. Our Lord obeyed His Father; He asked His followers to obey those who are their temporal lords. Children are told to obey their parents, servants their masters, and wives their husbands. Scripture makes it quite clear that obedi-ence is a personal relationship. Obedience is never mere conformity to law. It is a vir-tue which gov.erns the relationship between living persons, be-tween a subject and his superior. Since in the Christian dis-pensation the superior is a representative of Christ, possessing authority from Christ, obedience is basically a personal relation-ship with a living Christ. This is a point which often has to be stressed, because otherwise obedience can easily degenerate into legalism, into mere conformity with impersonal rules. When this occurs, the religious life loses much' of its meaning. It is failing to be what it should be, a person to person rela-tionship with the living Person of Christ. The Contemplative Life It was interesting to see in a recent issue of Jubilee that a group of Camaldolese hermits have started their order's first foundation in America.6 They have acquired an ideal location S"The Vows of Religion: II Religious Obedience," The Life o.~ the Spirit, XIII (1958), 242-49. °"The Camaldolese Come to America," Jubilee, December, 1958. 151 Review for Religious on California's Monterey peninsula, six hundred acres of peaceful and secluded property overlooking the Pacific. This will be only thdir second house outsi~le of Italy; the other is in Poland. The Congregation of Camaldolese Monk Hermits was founded by St. Romuald in the eleventh century. The prop-erty. on which he built his monastery was the .gift of Count Maldolo. Thus, the name Camaldolese originated by "shorten-ing the phrase ~.arnl~us MalJoH (the field of Maldolo). The Camaldolese are an independent branch of the Benedic-tine order. Their foundation adapted the Benedictine Rule so that it would include hermits, and-thus provide for the eremitical as well as the cenobitical life. "Although the recent trend within the Order has been to emphasize the cenobitical life, the foundation in America will be solely eremitical." Along with the new foundation of the Carthusians in Vermont and the extraordinary growth of Trappist vocations during the last fifteen years, the arrival of the Camaldolese is another indication of the growth of the contemplative life in America. The hermit's life is such a hidden one that it is rare that an individual hermit, at least in Western Christendom, becomes well known. Yet during the last fifty years there have been two hermits who have gained some fame. The better known of these two was Charles de Foucauld, the French ascetic who was murdered in the Hoggar desert more than forty years ago. The other, who died not quite three years ago, was an English convert, Monsignor John Hawes, better known as Fra Jerome, and perhaps still better known as The Hermit of Cat Island, since this is the title given to a recent biography of him. Those who will not have the opportunity of reading this book will find a brief but interesting account of his life in "A Hermit of the Twentieth Century," written by' Michael Hanbury, one of Hawes's friends.7 7"A Hermit.of the Twentieth Century," The Month, XX (1958), 295-301. 152 ¯ May, 1959 CURRENT SPIRITUAL WRITING It was while working as an architect in London that John Hawes met a retired Anglican bishop, who persuaded him to take Anglican orders. A ~few years l.ater he went as a mission-ary to the Bahamas, where part of his missionary activity was the construction of several Anglican churches. But doubts about his faith were disturbing his life; and after three years he left for New York and soon was received into the Church by another recent convert, Father Paul Francis of Graymoor, the founder of the Society of the Atonement. The following year found Hawes studying for the priesthood at the Beda, Rome. After ordination Father Hawes went to Weit Australia, and there he labored diligently for twenty-four years in his "twin roles of missionary and busy architect." After these arduous years, and although already past sixty, .he asked his bishop if he might be allowed to try what he believed to be his het.mit's vocation. Permission was granted on ~he conditior~ that he write his memoirs. In the spring of 1940 Hawes returned to the Bahamas, to Cat Island. He built a tiny three-room hermitage, his cell six feet by four, and his kitchen even smaller, and began his hermit's life. Although his solitude was not extreme--for he was still called on at times for some missionary and even architectural work---often he saw no one for three or four days at a time. Thus he spent the last fifteen years of his life in prayer, fasting, and penance, sharing with, Christ the solitude and sorrows of Gethsemani. Sacred Scripture Are we biblical Arians or biblical Docetists? The ques-tion is an interesting one, and so is the answer given by.H.J. Richards in ','The Word of God Incarnate.''8 This article should be of special interest to priests or nuns who are teach-ing the Bible in high school or college. SScripture, X (1958), 44-48. 153 THOMAS G. O'CALLAGHAN Review /or Religious In the early Church two heresies distorted the revealed truth about the Word Incarnate. At one extreme Arianism treated Christ '~as if he was exclusively human, with the divine about him no more than superimposed by a sort o~ adoption." At the other extreme was Docetism, which made Him almost exclusively divine, the human being mere appearance: Between these two extremes lies the truth: the Incarnate Word, one Person in two natures, one Completely human and the other completely divine. There has also been a similar double error about the Bible, that other "Word of God incarnate." The biblical Arian considers the Bible as "an exclusively human book which has beef~ subsequently approved of and adopted by God," while the biblical Docetist imagines it as "an exclusively divine work, with the various human authors acting merely as God's dictaphones." It is also between these two extremes that one finds the truth: the Bible is completely human and completely divine. Fifty years ago the danger was to .be a biblical Arian. Research and new discoveries in archeology, anthropology, geology, and so ~orth, were putting the Bible in the full light of its human context. This brought on the temptation to consider it as a purely human work. The Church condemned such a position, and insisted that the Bible was the word of God. But that teaching did not give us the right to lapse into a sort of biblical Docetism. We always need a scientific approach to the Bible, and this for the purpose of under-standing it properly. For "this book is so thoroughly human that from the first page to the last every possible human allowance has to be made if we are to understand it." , We must not forget that the Bible ;s not a single book, but a whole collection of them, and that the human authors who composed these books thought and wrote like men of their times, not like men of our day and civilization. Their. 154 May, 1959 CURRENT SPIRITUAL WRITING approach to things was that of a Semite, not of a Westerner. Therefore, it is not strange that they expressed themselves in various "literary forms for which no equivalent exists in our own literature. Each of these must be recognized, for what it is, and judged according to the rules of that form. Otherwise we will only understand the meaning of the words, "not the meaning of' the man who wrote them." Thus, there is always a need of a scientific approach to the Bible which, although completely divine, is also human through and through. For unless we grasp the meaning of its human authors, we will never fully appreciate what it is :hat God is trying to say to us. 155 Pr c!:ice ot: !:he Holy See Joseph F. ~oallen, S.J. CANON 509, § 1, obliges all superiors to inform their sub-jects of all decrees of the Holy See concerning religious and to enforce such decrees. .The activity and mind and will of the Holy See are alsd revealed, and sometimes in a more practical manner, by approved constitutions and com-munications addressed to individual religious institutes. An article drawn from these sources was published in the REVIEW FOR RELIGIOUS in 1953. This article is based on the same sources concerning lay institutes from January 1, 1954. The order of materi~il" followed in the article is the usual order of the chapters of constitutions of lay institutes. This is the second part of a series of three. 7. Religious profession. (a) Place of first temporary pro-fession. A congregation whose novitiate had been destroyed by fire received permission to hold the ceremonies of reception and profession in a public church. Canon 574, § 1 clearly commands for liceity that the first temporary profession should be made in a novitiate house. The code prescribes nothing about the place of the other temporary professions or of per-petual profession, but the place for these may be determined by the particular constitutions. Any institute whatever that wishes to hold the first temporary profession outside the no-vitiate house must secure a dispensation from the Holy See. Reasons such as the lack of a suitable place in the novitiate house, the difficulty or inconvenience to externs in reaching this house, the edification of the faithful, and the fostering of vocations justify the. petition of an indult to make the first professionelsewhere, for example, in a parish church.13 (b) Five years of temporary vows. A mother general requested ~°~ Larraona, Commentarium Pro Religiosis, 38-1957-218; REVIEW FOR RE-LIGIOUS; 12-1953-264. 156 PRACTICE OF THE HOLY SEE permission to hold an extraordinary general chapter ~o discuss the extension of temporary profession from three to five years. The Sacred Congr.egation replied in 1957 as follows: "Since it is now the practice of this Sacred Congregation to require five years of temporary vows, we do not feel that it is neces-sary to convoke an extraordinary general chapter, to discuss the matter. It will be sufficient, if your council and ,yourself agree on the proposal, to make a formal petition to this Con-gregation to introduce the five-year period of temporary vows as an experiment until the next regular general chapter is held~ The general chapter should then discuss the matter and submit a petition for a change in your constitutions in this regard. This Sacred Congregation does not impose the change on those communities whose constitutions were approved before the present practice was introduced.'~'~ The sense of this reply seems to be that all congregations applying "for. pontifical ap-proval must demand five" years of temlSorary profession. The temporary vows may then be prolonged only f6r a year. The five years may be variously divided, for .example, five annual professions, three annual professions arid one of two years, or two annual professions and one of three ~,ear~s. ~ This new prac-tice of the Holy See is an added reason why the same extension should be studied by all institutes that'have only three years of temporary vows. The inauguration of juniorates and the consequent reduction of time of probation in the active life before perpetual profession had already led many institutes to study,._ and some to adopt, this extension.14 (c) Anticipated renewal of temporary vows. Canon. 5~7, § 1 perm!ts that a renewal be anticipated, but not by more than a month, (August 15, 1958 - July 15, 19'58). Constitutions recently approved are stating more frequently that an anticipated renewal expires only on the day on which a non-anticipated renewal would have expired. This matter was explained in the REVIEW FOR RE-LIGIOUS, 17-1958-60-6I. (d) Reception of profession. In~.lay Ibid., 12o1953-266-6~;" 15-1956-322.' 157 JOSEPH 1~. GALLEN Review for Religious institutes, the constant practice of the Holy See is ~that the vows are received by the superior general, or higher superior, and his or her delegates. More recent constitutions provide for the difficulty caused by the lack of an express delegation. For example, some state: "In default of an express delegation, the local superior is to be considered as delegated with the faculty of subdelegating." Those that have renewals of temporary vows frequently make the following provision: "Local superiors and their legitimate substitutes are delegated by the constitu-tions to receive the renewal of vows and with power also to subdelegate." It would have been better in the latter type of institute to have included also the first provision. The legiti-mate substitutes are the assistants or vicars of local superiors. The enti~e matter of reception was explained in the REVIEW FOR RELIGIOUS, 8-1949:130-39; and the necessity of recep-tion in juridical renewals was emphasized in the REVIEW FOR RELIGIOUS, 16-1957-113. (e) Resumption of solemn vows. The progressive resumption of solemn vows by monasteries of nuns continues. This matter was fully explained in the REVIEW FOR RELIGIOUS, 16-1957-255-56. (f) Solemn vows in an institute of active purpose. One institute of women has been an order for centuries, that is, a religious institute in which at least some of the members should have taken solemn vows according to the particular laws of the institute. It has also been engaged in teaching outside its own monasteries. In other words, its work of teaching in no way differed from the manner in which this apostolate is exercised by congregations of sisters. This institute, while fully retaining the active end described above, was permitted to resume solemn vows by. a decree of the Sacred Congregation of Religious, July 23, 1956. We therefore have a centralized order of nuns, whose works are exercised also outside their monastery, and who have a papal cloister similar to the papal cloister of men and not too distant from the common or episcopal cloister of congregations of sisters. Papal cloister is consequently now to be divided into 158 May, 1959 PRACTICE OF THE HOLY SEE major, minor, ahd the special cloister proper to this institute of women and to a very few similar institutes of women.1~ All making their noviceship at the time ot~ the decree and all admitted thereafter are to make solemn profession. Simple temporary vows are made first~ for a period ot~ five years, which are followed by a profession of simple perpetual vows. After about ten years of simple vows and ordinarily at the end of the third probation, the religious is admitted to solemn prot~ession: This order is obliged to the daily choral recitation of at least part of the Divine Office, but the obliga/- tion is only that ot~ the constitutions. The religious recite the whole Office daily with these exceptions: they recite only one nocturn ot~ Matins and only one of the Little Hours ot~ Terce, Sext, and None. It is recommended that at least Vespers be sung .on Sundays and feast days. Religious who are students may be dispensed entirely from the office (c. 589, § 2). The nuns are permitted to go out for a special purpose, that is, the apostolate, preparation for. or supplementing of preparation for the apostolate, for purposes related to aposto-lic works, health, the accomplishment of a civic or religious duty, the service of the order, and necessary collaboration with other religious institutes. They are t~orbidden to go out for any personal satisfaction or interest °not foreseen by the constitutions. "The following persons may enter the part the house reserved for the religious, in case of necessity, at the discretion of the sul3erior: maids, workmen, doctors, architects and others." "Priests may enter the enclosure to administer the sacraments to th~ sick, or to assist the dying, according to the prescriptions ot~ canon law." "Seculars may be shown over [the part ot~ the house reserved for the works-] when the local superior thinks fit, with a view to the admission of pupils. Besides, parents may be authorized to see their children in the infirmary. Under conditions decided upon by l~Guti~rrez, Commentarium Pro Religiosis, 35-1956-263; J. Fohl, L'Ann~e Canonique, 4-1956-183. o . 159 JOSEPH F. GALLEN Review for Religious the local superior, former pupils~, may be admitted into this part of the house, as well as persons connected with any good works directed by .the community either in groups on fixed da.ys .or ~separately. The same rule applies to those who may be called UPOn to share the work of the house: priests, teachers, doctors, business advisers, domestic help, 'contractors, workmen and others." The parlors have no grille, and there is no turn. The excommunication of canon 2342 is restricted" to passive cloister, that is, entering the section reserved for the religiot~s, and is worded in the constitutions as follows: "Every person entering without permission into the part o~ the house reserved for the religious, and also the religious who [~ring them in or admit therri within the enclosure incur excommunication reserved [simply] to the Holy See." 8. Poverty. (a) Buildings and cells. Some recent con-stitutions contain the wise provision that the buildings and their furnishings are to be marked by religious poverty, simplicity, and dignity. Several congregations, with at least equal wisdom, enact that each sister is .to' have her own cell. Some enjoin this absolutely; others as far as ik' is possible. (b) Collections in schools. One congregation enacted the following prudent and necessary provision: "Requests for gifts either for the school or for the congregation made by the teachers to the pupils" must be infrequent and submitted be-foreharid to the superiors. The latter will be cautious" in grant-ing permissions." (c) Making a will in an order. In its reply to a quinquennial report, the Sacred Congregation instructed a superioress of a monastery of nuns that the novices, since they were destined for solemn profession, were not obliged to make a will. This is true. It is also true that they are not forbidden to make a will. In my own opinion, these novices are to be strongly urged to make a will if they actually own property and especially if the interval between the noviceship and solemn profession is very long.1° (d) Renunciation of 16 REVIEW FOR RELIGIOUS, 15-1956.159-60. 160 May, 1959 PRACTICE OF THE HOLY SEE patrimony in a congregation. In permitting at least two re-ligious of congregations to renounce their property in favor of their institute, the Sacred Congregation added the conditions: "provided the rights .of no third party were involved and that all the property, would be returned to the religious in the event. of his or her departure from the institute." This whole matter was explained in the REVIEW FOR RELIGIOUS, 12-1953-257-59. 9. Confession and Communion. (a) Frequency of con-fession. In the past, the constitutions of lay institutes almost u.niversally directly commanded the religious to go to confession at least once a week. Later many constitutions were phrased in the wording of.canon 595, § 1, 3°: "Superiors shall take care that all the religious approach the sacrament of penance at least once a week." Constitutions are now appearing with the following Wording: "The religious "will usually go to confession at least once a week."° Frequency of confession was-explained in the REVIEW FOR RELIGIOUS, 16-1957-116-17. (b) Occa-sional confessor. Recent constitutions frequently add to the canon on this confessor the prescription that all are obliged to observe religio~us discipline ifi the use of their right. T/~is is evident in itself~ and was contained in a reply of the Sacred Congregation of Religious, December 1, 1921.17 '(c) Supple-mentary confessors and opportunity of confession before Mass. In its. reply to one quinquennial report, the Sacred Congrega-tion made the very interesting and practical comment: "The superioresses shall carefully see to it, even consulting the re-spective local ordinaries on these points, that the sisters do not .lack supplementary confessors nor the opportunity of confession before Mass." This entire matter was expl.ained in the REVIEW FOR RELIGIOUS, 9-1950-140-52. The Sacred Congregation of the Sacraments reiter~ited in 1938 that it "is especially im-portant, that they ~-the faitht~ul who live in communities] should hav~ the opportunity to make a confession also shortly before the time ot~ Communion.''is Even though this was emphasized Bouscaren, Canon Law Digest, I, 296-97. REVIEW FOR RELIGIOUS, 9-1950-146-49. 161 JOSEPH F. GADLEN Review for Religious in 1938, the ready opportunity of such a daily confession for lay religious is still most rare. (d) Interference in internal government. Some recent constitutions add the following sentence to the canon that forbids the ordinary or extraordinary confessor to interfere in internal government: "Therefore, the sisters shall treat with the confessors only matters that concern their own soul." This principle admits exceptions, for example, a councilor may licitly ask a priest in confession what is the more expedient, the more practical policy to follow in ~ matter of government. The pertinent canon was explained in the REVIEW FOR RI~LIGIOUS, 17-1958-255-5& (e) Frequency of Communion. Constitutions approved by the Holy See from about 1939 until recent years uniformly coiatained an article of the following type: "Superiors shall plainly tell their subjects that they are gratified at their frequent reception of Holy Com-munion, but that they see nothing to reprehend in those who do not receive so frequently, since this can be (or is) a sign of a tender and delicate conscience." This article, was taken from the Reserved Instruction on Daily Communion and Pre-cautions to be taken against Abuses, section, c, a).19 Some recent constitutions have the. same or a similar article; others have nothing on this point; some say that Communion need not or is not to be received according to rank; and perhaps the best expression is the following: "Superiors shall carefully eliminate anything that might interfere with the liberty of the individual religious to receive or abstain from Holy Com-munion." The elimination of precedence in receiving Com-munion is something with which I can agree, but I most seriously doubt the efficacy that is often attributed to it.2° One may also legitimately inquire what efficacy this elimination has when the religious continue to sit in the cha~pel according to rank. The great practical and effective means in this matter is the opportunity of confession before daily Mass. 19 Bouscaren, 05. cir., II, 213. ~0 REVIEW FOR RELIGIOUS, 9-1950-149; 15-1956-25. 162 May, 1959 PRACTICE OF THE HOLY SEE 10. Religious exercises. (a) Mass. The feast of the canonized founder or foundress of a religious institute, even if the institute is not obliged to the Divine Office and does not have a proper calendar, is celebrated in the institute as a double of the first class, One monastery of Poor Clare Colettine nuns received an indult from the Sacred Congregation of Rites permitting the celebration of the feast of St. Collette as a double of the first class. A congregation of sisters Secured an ~ipdult to celebrate the feast of its patron under the same rite. T~is congregation was also permitted to celebrate several other Ma,sses, for example, ~hat of Mother of Mercy, on May 12. Thins, is from the Masses for Certain Places, and is given in the Miss~al for the Saturday before the fourth Sunday of July. One co~ngregation of St. Joseph was permitted to celebrate a votive ~,ass of St. Joseph in the principal oratory of the' mother house on\the first Wednesday of every month, provided some pious exercise was held in honor of St. Joseph. The following days were excluded: a double of the first or second class; a privileged feria!, octave, or vigil; Lent; and a feast of St. Joseph. One institute prepared and received permission to celebrate a private votive Mass of Our Lord, Jesus Christ, Divine Teacher. The introduction to "the Mass states that Christ is teacher of mankind by a threefold title: 1° because by His doctrine He has introduced us into the most profound secrets of the Divinity and has revealed its most intimate mysteries; 2° by His example He has traced the path we must follow to God; 3° and by His grace He has made possible the practice of what He preached. (b) Office. A few congregations have substituted the Short Breviary in English for the Little Office of the Blessed Virgin Mary, and a lesser number have changed to English in the recitation of the latter. The change to the Short Breviary merits general study.~1 It is more in conformity with the liturgy and possesses the highly desirable advantage of being in English. (c) Particular examen at noon and the general examen in the 51 A Shor~ Breviary, edited by William G. Heidt, O.S.B., The Liturgical Press, St. John's Abbey, Collegeville, Minn. 163 JOSEPH F. GALLEN Review for Religious evening. This old aversion of mine continues to appear in constitutions. As we have said before: "This has always seemed to me to be a strange practice. There is no doubt that the general examen may, be separated from the particular and that the general may be confined to the evening, although the preferable practice for religious is to make both together. The strangeness is found in making the particular only at noon. Is it the intention to strive for the conquest of a particular defect or the acquisition of a particular virtue for only half the day? If not, isn't it rather unnatural to examine oneself on this matter from noon to noon?''~-* 11. Cloister. (a) Papal cloister and extern sisters. It was made clear in the second general congress on the states of perfection that the Holy See favors a greater integration of the extern sisters in the life of the monastery and particularly by a greater facility for them to enter the cloister. A summary of the indults granted to several monasteries of the United States in this respect was published in the REYIEW FOR 16-1957-48. Two other monasteries obtained indults of greater moment. These permit the extern sisters to live within the papal enclosure and to perform the religious exercises and other duties of "common'life with the nuns. I do not know the reasons that were given in either of these petitions. (b) Entering and going out from papal enclosure. One nun was granted an indult to leave her monastery for three years to be mistress of novices in another monastery of the same order. A renewal of such an indult may be requested on its expiration, as was done in a similar case for a nun to continue as superioress of another monastery. One monastery Obtained an indult that permits the superioress to leave the enclosure for inspection of the quarters of the extern si~ters. A sister who was writirig a doctoral dissertation on medieval architecture was permitted to visit, all the monasteries of one order in a particular country, provided she had in each case the permission of the 22 REVIEW FOR RELIGIOUS, 13-1954-131. 164 May, 1959 PRACTICE OF THE HOLY SEE superioress of the monastery and of the ~ocal ordinary. (c) Locked doors. One monastery of nuns received an indult to leave the dormitory doors within the monastery unlocked during the night to permit the nuns to go to the choir for nocturnal adoration and also to comply with the regulations of the Fire Prevention Bureau. The locked dormitory doors must have been the result of the particuhr law of this order. I was happy to see that a fire prevention bureau had finally made its influence felt in this matter. We have had several disastrous and fatal fires in the United States within the past few years. It would be well to reflect that very many of our ecclesiastical and religious buildings are old and that many of them can be accurately termed fire-traps. The death of a religious woman because of a locked door would be a harrowing accident; it also would not look v~ell in the newspapers nor in the public reports of an investigation. I wish to emphasize here what has been previously said in the REVIEW FOR RELIGIOUS: "The National Fire Association states that its standards '. are widely used by law enforcing authorities in addition to their general use .as guides to fire safety.' In its pamphlet, Building ¯ Exits Code, this association states: 'All doors used in connection with exits shall be so arranged as to be always readily opened . from the side from which egress is made. Locks, if provided, shall not require a key to operate from the inside. Latches or other releasing devices to open doors shall be of simple types, the method of operation of which is obvious even in darkness.' This standard is not specifically applied to such residences as convents or religious houses in general,, but it is extended to very similar residences, e. g., apartment houses, which are defined as '. residence buildings providing sleep-ing accommodations for 20 or more persons, such as conven-tional apartments, tenement houses, lodging houses, dormitories, multi-family houses, etc.'''23 (d) Parlors. In reply to two quinquennial reports, the Sacred Congregation stated: "In all 231bid., 15-1956-284-85; 16-1957-52-53. 165 JOSEPH F. GALLEN Review fo~" Religious houses the parlors should be so arranged that what takes place in them may be seen from outside." Although this is not expressly commanded by any law of the Church, the pertinent question of the quinquennial report presupposes that the parlors of all religious houses are of this nature. (e) Chaplain's quarters. The quinquennial" report inquires and the constitu-tions of religious women very frequently prescribe that, 'ithe quarters reserved for chaplains, confessors, and preachers are to have a separate entrance and no internal communication with the sections occupied by the religious women." Those apt to reside in such houses are the chaplains and priests who are professors in a college conducted by religious women. It would often be high!y inconvenient and costly to erect a separate entrance for the chaplain or to exclude any internal communica-tion with the sections occupied by the religious women. Con-stitutions are sometimes worded: "If the chaplain lives in the house of the sisters, his apartments as far as possible shall have a separate entrance and shall have no communication with the part of the house occupied by the sisters." (f) Absence. A sister was given permission by the Holy See to reside outside all houses of her institute for a year to prepare a doctoral dissertation. Canon 606, ~ 2 gives superiors the faculty of per-mitting such an absence for longer than six months for the purpose of study or work within the scope of the institute. This study includes private study, for example, in a library or archives. (g) Greater precaution in some countries. The follow-ing article in one set of constitutions is a good illustration of the greater precautions that must be observed in some countries. "Because of native customs~ the mentality of the . . . and his usual interpretation of the association of men and women, it is of suprem~ importance that sisters shall not go into the house of a priest, nor be in any place whatever with a priest or brother or any man, unless in the company of others. "If necessity requires private conversation with the above mentioned, it shall be held in a room open to all." 166 May, 1959 PRACTICE OF THE HOLY SEE 12. Correspondence. Exempt correspondence with the local ordinary. On November 27, 1947, the Code Commission replied that ."exempt religious, in the cases in which they are subject to the ordinary, can, according to canon 611, freely send to the said ordinary and receive from him letters subject to no inspection.''24 It was deduced from this reply that non-exempt religious have this same right only in matters in which they are subject to the local ordinary,s5 Therefore, several con-stitutions of lay institutes recently approved by the Holy See no longer state, "to the local ordinary to whom they are subject," but, "to the local ordinary' in matters in which they are subject to him." 13. Works of the institute. (a) Formation. In replyii~g to a quinquennial report, the Sacred Congregation stated: "The mother general shall labor strenuously for the best possible formation of the novices and postulants, since this is the prin-cipal source of the increase of the congregation." Would that this had been said to all and that the proper education and continued spiritual formation of the junior .professed had been included! A few congregations of sisters have introduced a period of preparation, usually of a month, before perpetual profession,s° A gratifying number now prescribe the juniorate in their constitutions,s7 An even greater number ake imposing the renovation or spiritual renewal. It is usually stated to be of about six weeks' duration and to be made about the tenth year after first pr0fession.28 (b) Works. A comment made to one mother general in answer to her quinquennial report was: "The superior general should be reminded of theobserva-tion made by this Sacred Congregation in response to her previous report, namely, that the sisters should not be burdened with too much work, perhaps to the detriment of their spiritual Bouscaren, 01~. cir., III, 253. Guti6rrez, Commentarium Pro Religiosis, 27-1948-160-61. REVIEW FOR RELIGIOUS, 12-1953-267. sT Ibid., 12-1953-266-67; 14-1955-297-98; 15-1956-317-18. Ibid., 12-1953-267; 15-1956-318. 167 JOSEPH F. GALLEN welfare. Because of this danger, the superiors should take care that the spiritual exercises, when omitted, are made up." Would again that this observation had been addressed to all. mothers general! One set of constitutions recently approved by the Holy See contains the wise provision: "Our sisters are forbidden to take charge of sacristies except ~he sacristy con-nected with the community chapel." This prohibition could well have been extended to several other similar types of work. A few congregations are insisting in their constitutions on the necessity of a suitable library in each house. Higher superiors should inspect the libraries or advert to the absence of them,, in their canonical visitation and should insist on a proper annual outlay for books.~' The following articles of recently approved constitutions are worthy of study by all: "The sisters have the duty to serve all; but the superior shall be vigilant that they do not give their services to the wealthy, when the poor are in need of them, unless higher motives dictate otherwise." "Sisters shall be very careful to do and say nothing that might be construed as disparagement of native customs and manners. Nor shall they try to impose on native people ou~ customs, except such as make for better moral and health conditions." (The rest of this article will appear in the J.uly issue.) ~9 Ibid., 12-1953-26; 269. 168 bleaddresses and Driving [The number of sisters .who drive cars has been steadily increasing in recent years nor is the increase likely to cease. If they drive, they should, as was noted in REVIEW FOg RELIClOUS, 16 (1957), 113, have unrestricted lateral vision, something that is impossible with the headdresses of many institutes of women. It is good, therefore, to see that the Sacred Congregation of Re-ligious has taken cognizance of this need in the following letter.] SACRA CONGREGAZIONE DEI RELIGIOSI Prot. N. 85607~8 O1615 December 17, 1958 Dear Reverend Mother, This Sacred Congregation of Religious would be grateful to you if you would communicate the following to all the members of your Conference of Major Superiors of Women's Institutes in the United States, and to all non-members as well, if this is possible. It is the mind of this Sacred Congregation that the headdresses of those Sisters, who are allowed by their Superiors to drive cars, should be modified, while they are driving, in such a way as to insure unimpeded vision. Though this may involve a temporary departure from the prescriptions of the Constitutions, such a departure is justifiable, especially in view of the danger involved in drivihg without as clear vision as. possible on all sides. Asking God to bless you and the Conference, I remain dear Reverend Mother, Faithfully yours in Christ, (Signed) Valerio Card. Valeri Prefect Reverend Mother M. Maurice Tobin, R.S.M. President, National Executive Committei~ Conference of Major Superiors of Women's Institutes, U.S.A. Bradley Boulevard and Kentsdale Drive Bethesda 14, Maryland, U.S.A. 169 Survey ot: Roman Documents R. F. Smith, S.J. THE DOCUMENTS which appearedin Acta Apostolicae Sedis (AAS) during December, 1958, and January, 1959, will be surveyed in the following pages. All page references to AAS throughout the article will be accompanied by the year of publica-tion of AAS. Activities of Pope John XXIII On November 12, 1958 (AAS, 1958, p. 922), John XXIII issued a motu probrio in which he bestowed special privileges on the clerical conclavists who were present when he was elected Pope; besides giving them a privilege with regard to benefices they may acquire in the future, he also extended to them the privilege of using a portable altar for a reasonable cause and in accordance with the norms of canon 822,. § 3. To the tttotu l~rolSrio is attached a list of the conclavists benefitting by these privileges (AAS, 1958, pp. 923-25). On November 23, 1958, the Pontiff took official possession of his cathedral church, the Lateran Basilica; a detailed account of the ceremony is given in AAS, 1958, pp. 909-21. During the Mass which was celebrated on the occasion the Holy Father delivered a homily (AAS, 1958, pp. 913-21) in which he recalled the history of the ceremony and then considered the ceremony's significance as symbolized by the two objects resting on the altar: the book (the Missal) and the chalice. The book, he told his listeners, calls to mind the fact that all priests must share in the.pastoral mission of the Church to teach sacred doctrine, and to make it penetrate into the souls and the lives of the faithful. The chalice, he continued, is a sign of the Mass and the Eucharist, wherein is found the living substance of the Christian religion: God-with-us. He added that it is from the mountain of the altar that Christians must judge all earthly things; and it is there too that the graves~t problems of the human community should find the principles of an adequate solu-tion. 170 ROMAN DOCUMENTS During the month of December the Vicar of Christ held three consistories, the first of which was a secret one convened on the morning of December 15, 1958 (AAS, 1958, pp. 981-87). At this consistory the Pontiff delivered an allocution (AAS, 1958, pp. 981-89) to the assembled cardinals, telling them of the joy aroused in him by the number of messages sent to him on the occasion of his election and coronation. But with this joy, he said, there coexisted in his heart a great sorrow at the thought of the condition of the faithful in China. Their status, he added, grows steadily worse each day; and he begged the Chinese Catholics to keep in their hearts the strengthening words of Christ: "The servant is not greater than his master; if they have persecuted me, they will also persecute you" tJn 15:20). The Holy Father then nominated and created twenty-three new cardinals; afterwards he appointed Cardinal Masella as Camerlengo of the Church; and then (AAS, 1958, pp. 989-94) announced the appointments of patriarchs, archbishops, and bishops made since the last consistory of cardinals. The co~nsistory closed (AAS, 1958, p. 994) with postulations of the pal.lium. In a public consistory held December 18, 1958 (AAS, 1958, p. 995), the Holy Father bestowed the red hat on the new cardinals; on the same day (AAS, 1958, pp. 996-97) he also presided at an-other secret consistory in which he announced the most recent appointments of archbishops and bishops" and assigned Churches to the new cardinals; the consistory closed with additional postulations of the pallium. The Christmas M~sage of 1958 On December 23, 1958 (AAS, 1959, pp. 5-12), John XXIII broadcast to the world his first Christmas message. The Pontiff begar~ his speech by expressing his profound gratitude for the respect and reverence which had been given him since his election and coronation, commenting especially on the enthusiasm of the citizens of Rome and remarking with satisfaction that the crowds who have thronged to see him included a large number of young persons who thus have shown themselves quick to honor ani4 defend their Christian heritage. These manifestations of respect, he continued, are due in large part to Pius XII who for almost twenty years dispensed the luminous treasures of his wisdom and his zeal for the flock of Christ. This work of Puis XII, he said, is manifested in his .Christmas messages; 171 R. F. SMITH for he transformed, the traditional Christmas message of the Pope from a simple expression of seasonal greetings to a timely discourse on the needs of mankind. The nineteen Christmas messages Plus XII delivered, he went on to say, can be summed up as a constant exhortation to unity and peace. The only condition, John .XXIII added, needed by man to achieve these two blessings is good will; and it is lack of this good will that constitutes the most terrible problem of human history and of human lives. For at its very beginnings human history is m~rked by an episode of blood: a brother killed by a brother; the law of love imprinted by the Creator in the hearts ot~ man was thus violated by bad will which thereupon led man downward on the path of injusiice and disorder. Unity was shattered and the intervention of the Son of God was necessary to reestablish the sacred relationships of the human family. .Since this restoration of unity and peace must always go on, Christ established a Church whose worldwide unity should lead to a recon-ciliation between the various races and nations and to a resolution to form a society.marked by the laws of justice and of fraternity. The theme of unity recalled, to the Pontiff's mind the need to work for the return to the Cl~urch of those separated brethren who also bear the name of Christian. Like the Popes ot: modern times from Leo XIII to Pius XII, John XXIII announced his avowed purpose to pursue humbly but fervently the task to which the words of Christ impel him: "Them also I must bring . . . and there shall be one fold and one shepherd" (Jn 10:16). It is impossible, the Pope went on, not to think at this time of those parts of the world which have become atheistic and materialistic and in which there exists as a result a slavery of the individual and the masses together with a slavery of both thought and action. The Bible tells us of a tower of Babel attempted in the beginnings of human history; as it ended in confusion, so too the new tower of Babel will end in the same way; meanwhile, however, it remains for many a great illusion, and only a strong apostolate of truth and Christian brotherhood can arrest the grave dangers that threaten from this source. In conclusion His Holiness pointed out that the time of Christ-mas is a time for good works and for an intense charity; it is in fact the exercise of such deeds that give substance to the civilization that bears the name of Christ. Christmas, then, he ended, should mark the maximum of our help towards the needy of every kind. 172 May, 1959 ROMAN DOCUMENTS Allocutions of pope John XXIII On November 15, 1958 (AAS, 1958, pp. 997-1006), John XXIII delivered analloci~tion to the third annual meeting of the Episcopal Council of Latin America, beginning his speech by stressing the importance of Latin America in the Church. One hundred million Catholics, almost one-third of the Catholic world, are to be found there; hence it is most important that the.faith be kept growing in the countries of that region. "The responsibility for ths growth, he added, lies on the bishops of the area~. Urging the bishops to look into the future, His Holiness suggested to them that their long-term 13rogram should have as its goal an organic reenforcement of ~he basic structures of ecclesiastical life in their regions; this program, he added, will entail an intensive study of the vocation problem of Latin America. While looking to the future., the Vicar of Christ continued, they should not neglect to meet the present spiritual necessities of their dioceses; hence they must study how to best us~ the activities of priests and religious who are presently available. The Pontiff urged them to explore the possibilities of radio for teaching catechism to the faithful who are removed from a parish center and .suggested a program of mission-giving in localities where parish organization is insufficient~ Finally he urged them to secure aid for their needs iCrom religious orders and congregations and from those parts oi: the Catholic world where the clergy is more numerous. On November 21, 1958 (AAS, 1958~ pp. 1019-22), John XXIII sent a radio message to the people of Venice on the occasion of the regional feast of our Lady, Health of the Sick, urging the members of his former diocese to practice a devotion to our Lady that would lead to the development of their spiritual lives. On November 27, 1958 (AAS, pp. 1006-10), the Pope delivered an allocution at the Lateran for the opening of the academic year. He told his audience that the principal program in ecclesiastical universities is" the study of that divine science which the Bible contains and resumes. This study, he added, includes the deduction of practical directives for the apostolate. He further remarked that the accord between en-ergetic pastoral activity and the constant cultivation of good studies is one of the purest consolations of the priestly life, concluding his remarks by exhorting his listeners to a frequent reading of the fathers and doctors of the Church. 173 R, f. SMITH Review for Religious On November 29, 1958 (AAS, 1958, pp. 1010-12), the Vicar of Christ delivered an allocution to Cardinal Wyszynski and the Polish Catholics living in Rome, warning themnot to be misled by fallacious and materialistic theories of life nor to be seduced by movements which call themselves Catholic, but in reality are far from being such. On Nov, ember 30, 1958 (AAS, 1958, pp. 1012-17), His Holiness celebrated Mass for the students of the. College of the Propaganda of the Faith, afterwards delivering an allocution in which he listed the principal qualities that a priest must have. The first of these is purity, for it is this that constitutes the glory of the Catholic priesthood; any weakness in this matter, or compromise, is always deception. "A life of purity," he remarked "is always poetry and freshness; always joy and enthusiasm; always a captivating winner of souls." Priests, he continued, must also possess meekness and humility; for these sum up the teaching of Christ, and success is given only to the humble of heart. Finally a priest must possess the knowledge which is necessary for the spread and defense of truth and must have within him the spirit of sacrifice and of the cross. On December 1, 1958 (AAS, 1958, pp. 1017-19), John XXIII gave an allocution to the Shah of Iran and his entourage, expressing his interest in Iran and noting with satisfaction the cordial relations that exist between the Catholics of Iran and their government. Allocutions of Pope Pius XII AAS for the two-month period being surveyed included the text of four allocutions of the late Pius XII. The first of these was given on September 21, 1958 (AAS, 1958, pp. 943-47), to the Twelfth International Congress of Philosophy: He pointed out to his listeners that the thinkers of the Middle Ages came to realize that it was through the sup.ernatural truth of ~he Christian faith that the human mind becomes fully aware of its own autonomy, of the absolute certitude of its first principles, and of the funda-mental liberty of its decisions and its acts. More than this, revelation shows the inquiring mind the concrete reality of its actual destiny and its call to a participation in the life of the triune God. Lament-ing the fact that the religious crisis of the Renaissance led thinkers first to replace the living God with an abstract Deity demonstrated by reason but a stranger to His own work and then to an ignorance 174 May, 1959 ROMAN DOCUMENTS of Him or even to opposition to Him as to a harmful myth, the late Pope recalled to his audience the words of St. Augustine: "If God is wisdom, then the true philosopher is he who loves God." On September 23, 1958 (AAS, 1958, pp. 947-52), Plus XII gave an allocution to sixty rectors of major seminaries in Latin America, telling them that the vocation problem of Latin America would be solved only if present-day seminarians were trained to be perfect apostles, actual personifications of the gift of oneself for the love of God and of souls, and men of prayer and sacrifice. He also noted that while priests of today must be deeply concerned with modern social probleins, this social preoccupation must not lead them to abandon the priestly work of teaching, of hearing confessions, "and of conducting divine worship; the priest must always remain a priest. Finally Plus XII urged his listeners to inculcate into their seminarians a filial obedience to their legitimate authorities. Citing St. Thomas, he pointed out that obedience is more praiseworthy than the other moral virtues, adding that obedi-ence is necessary in the Church as never before, since in the face of the Church's difficulties, the greatest unity is needed. On the Saturday before his death, October 4, 1958 (AAS, 1958, pp. 952-61), Plus XII spoke to the tenth national Italian Congress of Plastic Surgery. Christianity, the Pontiff pointed out, has never condemned as illicit the esteem and ordinary care 'hi~ physical beauty. Nevertheless, Christianity has never regarded this beauty as the supreme human value, for it is neither a spiritual value nor an essential one. Since physical beadty is a good and a gift of God, it should be appreciated and cared for; but it does not impose an obligation to use extraordinary means to preserve it. Suppose, the late Pontiff continued, that a person desires to undergo plastic surgery meri~ly from the wish to have a more beautiful face; in itself this desire is neither good nor bad, but-takes its moral cast from the circumstances that surround such a desire and its execution. Thus it would be illicit to undergo such an operation to increase one's power of seduction or to disguise oneself in order to escape justice; on the other hand there are motives that legitimize such surgery or even make it advisable. Such, for example, would be the desire to remove deformities or imperfections which provoke psychic difficulties or prevent the development of one's public or professiorlal activity. 175 R. F. SMITH Review for Religiol~s In the concluding section of his allocution, Pius XII took up some psychological considerations, noting that some grave psychic difficulties can be occasioned by the knowledge of physical defects. These difficulties, he remarked, may develop into profound anomalies of character and may lead even to crime and suicide. In such cases, he told the surgeons, to assist by means of plastic surgery is an act of the charity of Christ. AAS, 1958, pp. 961o71, gives the text of an allocution which Plus XII had planned to give on October 19, 1958, to the students of the seminary of Apulia. Priestly formation, wrote the Pontiff, must be founded on a profound conviction of the sublime dignity of the priesthood. Granted this conviction, the seminary must strive to form the seminarian to regard himself as one who will be a depository of divine power and as one whose life will not be his own but Christ's. The seminarian must be trained to a priestly vision of the world in which human beings are seen as tabernacles --actual or potential--of the indwelling God. Though as a priest he will live in the world, he will not be its prisoner, being satisfied with the honor of being a cooperator with God. In order to make himself a fit instrument for the hands of Christ, the seminarian will seek to make himself the perfect man of God. Hence he will cultivate his intellect, grow in the natural virtues without which he is liable to repel people, and above all he will build up a supernatural sanctity which is the primary factor in making a priest an instrument of Christ. At this point in the text Plus XII stressed the necessity of knowledge, especially of theology, for the efficacy of the apostolate; the Caiholic faithful, he declared, desire priests who are not only saintly, but also learned. Study then should be the seminarian's and the priest's ascesis. Finally the seminarian should train himself (o perseverance. The progress of the years with its multiplication of fatigue and .difficulties, its diminution of physical and psychical powers may cause in a priest the obscuring of his ideals. Moreover, the feverish rhythm of modern living and the disorientation so widespread among men will concur to create within the priest internal crises. The seminarian then must foresee all these diffi-culties and begin now to arm himself against them. Miscellaneous Matters By a decree dated May 29, 1958 (AAS, 1959, pp. 42-44), the Sacred Congregation of Rites approved the introduction of the cause 176 May, 1959 VIEWS, NEWS, PREVIEWS of the Servant of God. Pauline von Mallinckrodt (1817-1881), foundress of the Sisters of Christian Charity. On October 8, 1958 {AAS, 1958, p. 973), the Sacred Penit~_ntiary answered a question submitted to it by stating that the faithful may gain indulgences attached to the rosary even when the leader of the rosary is present only by means of radio; however, such in-dulgences can not be gained if the prayers transmitted by the radio are not actually being recited by a person, but are only repro-ductions by records, tapes, or some similar means. On November 22, 1958 (AAS, 1959, pp. 48-50), the Penitentiary published the list of apostolic indulgences; and on December 12, 1958 {AAS, 1959, p. 50), it noted that Pope .John XXIII had granted an indulgence of three hundred days whenever the faithful say with contrite heart the aspiration: "O Jesus, king of love, I trust in your merciful goodness"; moreover, under the usual conditions, they can gain a plenary indulgence provided they have said the aspiration daily for a month. Two matters of precedence were settled by decrees of the Sacred Ceremonial Congregation. On April 19, 1958 (AAS, 1959, pp. 45-4-6), the Congregation assigned the place of the Commissary of the Holy Office at Papal functions; and on May 15, 1958 (AAS, 1959, pp. 46-47}, it assigned the place of the Prefect of the Palatine 'Guard in the Pontifical courtroom. Views, News, Previews THE INSTITUTE FOR RELIGIOUS at College Misericordia, Dallas, Pennsylvania, (a three-year summer course of twelve days in canon law and ascetical theology for Sisters) will be held this year August 20-31. This is the third year in the triennial course. The course in canon law is given by the Reverend Joseph F. Gallen, S.J., that in ascetical theology by the Reverend Thomas E. Clarke, S.J., both of Woodstock College, Woodstock, Maryland. The registration is restricted to higher superiors, their councilors, general and provincial officials, mistresses of novices, and those in similar positions. Applications are to be addressed to the Reverend Joseph F. Gallen, S.J., Woodstock College, Woodstock, Maryland. The Servant of God Pauline von Mallinckrodt, who figures in one of the documents considered in this issue's "Survey of Roman 177 VIEWS, NEWS, PREVIEWS Review for Religious Documents," was born at Minden, Westphalia, in Germany on June 3, 1817. She was the oldest of four children born to a marriage in which the husband was Protestant and the wife Catholic. After her mother's death, Pauline took charge of the household, interesting herself also in work for the poor and showing a special interest in thc care of blind children. After her father's death these interests absorbed more of her time and energy; out of this work grew the decision to found a new religious institute for women. The institute was founded in 1849; it was based on the Augustinian rule and was called the Sisters of Christian Charity. The new institute grew rapidly throughout Germany and emphasized the education of the young. With the coming of the Kulturh~tn/~[ Pauline, as guperior general, began sending her religious to the New World; in 1873 the first house of the institute was opened in the United States; and in 1874 in Chile. In 1877 Mother Pauline was forced by political conditions in Germany to remove her generalate to Belgium. She visited her foundations in the United States twice; before her death on April 30, 1881, she was able to see the beginning of the restoration of the work of her sisters in Germany. A life of the Servant of God has been written by Katherine Burton under the title, Whom Love Impels (New York: Kenedy, 1952). The annual Mariology Program at The Catholic University of America will be offered for the third time in the 1959 summer session. Registration dates are June 24-27; class dates are June 29-August 7. Courses are open to undergraduate as well as graduate students, and carry credit towards degrees in the field of religious education. A certificate is awarded to those who complete a full two-summer program in Marian theology. The courses are under the direction of the Reverend Eamon R. Carroll, O. Carm. Courses scheduled for 1959 are General Mariology (2 credits) and Mary in Scripture and in Tradition (2 credits). A folder with fuller in-formation is available from the Registrar, The Catholic University of America, Washington 17, D. C. \ The Lord's chaplet, which is mentioned in Pope John XXIII's grant of apostolic indulgences, is said to have been begun by a Cam£1dolese monk, Blessed Michael Pini. The chaplet consists of thirty-three small beads and five large ones attached to a small cross or medal. Recital of the chaplet consists in saying thirty-three 178 May, 1959 QUESTIONS AND ANSWERS Our Fathers in honor of the traditional thirty-three years of Christ's life on earth, adding five Hail Marys in honor of His five wounds, and ending with the recital of the Creed in honor of the Apostles. Pope Leo X was the first to grant indugences for the saying of the chaplet, and later Pontiffs followed his example by renewing and increasing the indulgences for this work of piety. During the week of June 8, St. Louis University will offer an Institute in Liturgical and School Music and an Institute in Pastoral Psychiatry, the latter for priests and qualified religious brothers only. From July 27 to August 28, the Department of Education, in cooperation with Mexico City College, will offer a Workshop in Human Relations and Group Guidance. Courses of special interest to religious during the regular six-week session from June !6 to July 24 arc: Sacramental Life; Sacred Scripture; Selected Topics in Moral Theology; Faith and Redemption; God, Creator, and His Supernatural Providence; Current Liturgical Trends and Their Prob-able Goals. For information and applications, contact the Office of Admissions, Saint Louis University, 221 North Grand Boulevard, Saint Louis 3, Missouri. Housing for religious can be arranged by writing to the Reverend Charles L. Sanderson, S.J., Dean of Men, Chouteau House, 3673 West Pine Boulevard, St. Louis 8, Missouri. REVIEW FOR. RELIGIOUS has been asked to inform its readers that instruments of penance may be secured from Monast~re du Carmel, 104 rue de Namur, Louvain, Belgium. Further information on the subject can be had. by contacting the above address. i ues ions and Answers [The following answers are given by Father Joseph F. Gallen, S.J., professor of canon law at Woodstock College, Woodstock, Maryland.] --17- What is meant by the statement that religious profession remits the temporal punishment due to sin? 1. Plenary indulgence. There are two reasons for asserting that a plenary indulgence is attached to any juridical religious profession whatsoever. (a) Since any novice who makes profession in danger of death has been granted a plenary indulgence, the same concession "extends, 179 QUESTIONS AND ANSWERS Review for Religion,s and even afortiori, to any juridical religious profession whatsoever. {Pejska, Ius Religiosorum, 110; Cervia. De Professione Religiosa, 143) (b) On May 23, 1606, Paul V granted a plenary indulgence to any novice who was repentant, had gone to confession, received Holy Communion, and had made religious profession after the completion of the canonical year of probation. At the time of this concession, there was only one religious profession; and that was solemfi. We may therefore argue that the indulgence was granted because of the religious profession as such, since there was only one, and consequently that it now applies to any juridical religious profession whatsoever. (Cervia, op. ~'it., 143-44; Schaefer, De Re-llgiosis, n. 959 and note 816; Regatillo, Institutiones Iuris Canonici, I, n. 714, 6°. Wernz-Vidal, Ius Canonicum, III, De Religiosis, 320 and note 156, hold this doctrine only for solemn profession. Raus, Institutiones Canonicae, 311, and Coronata, Institutiones Iuris Ca-nonici, I, 752, hold the same doctrine at least for solemn profession.) The remission of the temporal punishment under both of the preceding titles is by way of an indulgence, that is, the remission before God of the temporal punishment due for sins wh.gse guilt has already been forgiven, and granted by competent ecclesiastical authority from the treasury of the Church, that is, the infinite satisfaction of Christ and that of the Blessed Virgin and the saints (c. 911). The source of an indulgence therefore is this concession by competent authority from the treasury of the Church, not the value, dignity, nor excellence of the indulgenced act considered only in itself. 2. From the intrinsic perfection of religious profession. Fathers of the Church speak of religious profession as a second baptism. This is interpreted to mean that a remission of all the temporal punish-ment due to sin is effected by a profession made in the state of grace. Some theologians attribute this effect to divine generosity, that is, God remits all punishment of anyone who gives himself completely to God. The more common opinion is that the effect has its source in the intrinsic perfection of religious profession and especially in the charity that is so conspicuous in this profession. The purpose of the three essential vows of religion is perfect charity, that is, the affective abandonment of all created love for the perfect love of God. This effect, therefore, is not infallibly attached to religious profession, since it depends on the subjective perfection of the act of profession. The entire temporal punish- 180 May, 1959 QUESTIONS AND ANSWERS ment is remitted only when the act of profession constitutes a condign satisfaction, by means of an act of perfect charity, for all the punishment due to the sins of the one making profession. All temporal punishment is not remitted when the debt of such punish-ment is great and the act of profession is only of a low degree of charity. (Pruemmer, Ius Regularium Speciale, q. 65; Piatus Montensis, Praelectiones Juris Regularis, I, 164-65; Cotel-Jombart- Bouscaren, Principles of the Religious Life, 69) The effect is founded either on the fact that one gives himself completely to God or especially in the act of perfect charity that is distinctive of religious profession. Neither of these fact~ is proper to solemn or perpetual profession. Any juridic.al religious pro-fession is, in its object and purpose, a profession of complete Christian perfection and of perfect love of God. The only pc~ssible defect in a temporary profession, is the limitation of time; but this is offset by the intention of the one making profession, who intends to renew his vows unless an obstacle intervenes in the future 488, 1°). Furthermore, an institute that has only temporary vows is no less a religious institute and no less a state of complete Christian perfection than a congregation of simple perpetual vows or an order (c. 488, 1°). Therefore, this effect also is true of any juridical religious profession whatsoever. (Cervia, 0p. cir., 143-44; Cotel-Jombart-Bouscaren,. ibid.; Raus, ibid., Schaefer, ibid.: Fanfani, Catechismo sullo Stato Religioso, n. 248. Coronata, ibid., holds this doctrine at least for solemn profession; and Vermeersch- Creusen, Epitome Iuris Canonici, I, n. 735, hold the same doctrine for perpetual profession, whether solemn or simple.) 3. Public or private devotional renewal of vows. (a) The religious of any order or congregation who .privately renew their religious vows with at least a contrite heart, after celebrating Mass or receiving Holy Communion, may gain an indulgence of three years (Raccolta, n. 756). The indulgence extends also to a public devotional renewal, provided it is made after the celebration of Mass or the reception of Holy Communion. (b) The intrinsic effect described in number 2 above only probably applies to a devotional renewal of vows. The affirmative arguments are that a renewal is subjectively a new gift of oneself to God (and God especially regards the intention) and that a renewal is often made with greater love of God. There is consequently no obstacle to the merit and complete satisfaction of a renewal. Others reply that one cannot give again what he has 181 QUESTIONS AND ANSWERS Review for Religio~ts already given so irrevocably and that the possible greater subjective value is a mere concomitant rather than anything intrinsic to a renewal. Authors conclude this part of the question by quoting the opinion of Passerini, that is, a renewal is undeniably of great dignity, merit, and satisfactory value; that it is known to God alone how much of the temporal punishment is remitted by this act; and that such remission is proportionate to the individual debt of punishment and the individual fervor of the satisfaction of the renovation. (Piatus Montensis, 0/~. ~:it., 165-66; Pruemmer, 0p. cir., 72; Cotel-Jombart- Bouscaren, op. cir. 70, note 1) 18 Our congregation makes great sacrifices and manifests an equal trust in divine providence by bearing the expenses of our education and attendance at conventions, work shops, orientation and refresher " courses, and so forth. A primary purpose of such courses is to stimulate our interest in new books, new periodicals, new idea~, new techniques, and so forth. When announcements of such things are sent to our houses, most superiors drop them in the waste basket. The same thing is done to questionnaires sent to our houses, and religious are often accused of being uncooperative in filling out rea-sonable questionnaires. Most of our superiors distrust a, new idea either in the spiritual or religious life or in work. Publications con-taining such ideas are often withheld from us,. and this is true also of those that have. passed ecclesiastical censorship. Are we so poorly formed spiritually, so badly educated, so immature that we cannot distinguish a sound idea from one that is fallacious? Experience has proved to me that the complaints in such ques-tions are not always without foundation, nor are they confined to one institute. It is clear that such announcements should be made readily accessible to the religious who are apt to be and should be interested in the matter, for-example, a publisher's mailed an-nouncement of a book often long precedes any news of the book in catalogues or periodicals. It is equally evident that religio~us should cooperate in filling out reasonable questionnai.res and similar requests for information. The distrust of new ideas is a disease as old as it is distressing. Obscurantism, the opposition to the intro-duction of new and enlightened ideas and methods, should have no part in a faith that is secured by infir~ite knowledge and veracity. As we have stated before, the easiest way to make religious childish is to train and treat them as children. This is not the doctrine of 182 May, 1959 BOOK REVIEWS the Church. Pope Pius XII stated: "For this reason, those in charge of seminaries, . . . as the students under them grow older, should gradually ease up strict surveillance and restrictions of every kind, to the end that these young men may learn to govern themselves and realize that they are responsible for their own conduct. Besides, in certain things superiors should "not only allow their students some legitimate freedom but should also train them to think for themselves, so that they may the more easily ~ssimilate those truths which have to do either with doctrine or practice. Nor should the direc-tors be afraid to have their students abreast of current events. Even more, besides acquainting them with news from which' they may be enabled to form a mature judgment on events, they should encourage discussions on questions of this kind, in order to train the minds of the young seminarians to form well balanced judg-ments on events and doctrines." {Apostolic Exhortation, Menti nostrae, Acta Apostolicae Sedis, 42-1950-686) Why are there several articles on the sacristan and the porter in the constitutions of lay institutes? The Normae of 1901 prescribed that there were to be two distinct chapters on these duties (n. 317); and even in recent years the Sacred Congregation of Religious has at times, but not always, inserted articles on these two duties when they were not included in the text proposed to the Sacred Congregation. Both duties have some importance, but it is difficult to see why they are included in the constitutions. These are supposed to contain only the more fundamental and important norms of the institute. The difficulty is intensified when the constitutions, as is occasionally true, include articles also on the cook, refectorian, wardrobe keeper, and store-keeper. A section of the custom book can be devoted to rules on the minor duties. It would be more in conformity with the nature, dignity, and importance of the constitutions to confine the rules for all such duties to the custom book. Book Reviews [Material for this department should be sent to Book Review Editor, REVIEW FOR RELIGIOUS, West Baden College, West Baden Springs, Indiana.] JOY OUT OF' SORROW. By Motker Marie des Douleurs. Translated by Barry Ulanov and Frank Tauritz. Westminster: Newman Press, 1958. Pp. xvii, 169. Paper $1.50. 188 BOOK REVIEWS Review for Religious If God can draw straight with crooked lines, it is also true that He can put great sanctity in souls enclosed by the crooked bodies of the sick and crippled. Joy Out of Sorrow (the title itself suggests a paradox) is an attempt to bring the sick and suffering closer to the Divine Physican that He may cure them. "It is sad to notice how often sick people, all people who are suffering in any way, retreat from the work~, refusing to accept their suffering." Thus wrote a woman in France in early 1930. Sickness and infirmities, she thought, should not be hurdles in the race for spiritual perfection, but definite helps to be used along the way. These cardinal points were to form the basis for her Congregation of Jesus Crucified, approved by the Cardinal- Archbishop of Paris in 1931. These same principles led to the up-building of this spiritual edifice to such an extent that in 1950 it was made a pontifical institute. This is a truly unique religious group, for each member is sick or handi-capped in some way. This book, Joy O~t of Sorrow, is a series of confer-ences given to the members of her order by Mother Marie des Douleurs, the foundress and prioress-general. The sixty-four talks are divided under the five headings of Daily Rofitine, Developing Personality, Ourselves and Others, Our Interior Life, and the Liturgical Year. The reader will be impressed by the personal, conversational style, the familiarity with the writings of the masters of the spiritual life, the example~ from the Gospels, and the ~minently practical (or should the word be spiritual?) sense. In line with the practical approach, the subjects of these conferences refer to the particular trials of the sick: the doctor's visits, fear, boredom, selfishness, courage, joy in the midst of trials, and topics relating to the liturgical year. These conferences are short, yet long enough to provide the spiritual medicine needed by those whom sickness has claimed as its victims. The Library of Congress classifies the subject matter of the book as affliction. It would be more correct to say that the only real affliction mentioned in this book is the failure to bring true joy out of sorrow by re-fusing to accept the cross of suffering. No infirmary of religious will want to be without this book.--LEE J. BENNISH, S.J. BENEDICTINISM THROUGH CHANGING CENTURIES. By Stephanus Hilpisch, O.S.B. Translated by Leonard J. Doyle. Collegeville: Liturg-ical Press, 1958. Pp. 172. $3.00. A HISTORY OF BENEDICTINE NUNS. By Stephanus Hilpisch, O.S.B. Translated by Sister M. Joanne Muggli, O.S.Bo Edited by Leonard J. Doyle. Collegeville: Liturgical Press, 1958. Pp. 122. $3.00. THE HOLY RULE: NOTES ON ST. BENEDICT'S LEGISLATION FOR MONKS. By Hubert Van Zeiler. O.S.B. New York: Sheed and Ward, 1958. Pp. xii, 476. $7.50. Thr~e books on Benedictinism, two from Collegeville and one from New York, two on the history and one on the rule, have appeared recently. The one from New York, on the rule, is from the energetic pen of Dom Hubert; and the other two from Stephanus Hilpisch's second- and third-volume contributions to the German collection Benediktinisches Geistesleben. Just 184 May, 1959 BOOK REVIEWS a cursory glance at Benedictinism through Changing Centuries would lead one to suspect German scholarship had been at work, for 156 pages of text are followed by a small-print index running to nearly fourteen pages with about 1200 subject headings alone. How to squeeze 1200 subjects, many of them several times, into 156 pages without making the book suffer from the same kind of disunity most dictionaries show was indeed the author's problem most of the way through the work. This is a handbook, really, of Benedictine spirit and historical development from tiny begin-nings through the rise of prince abbeys down to modern foundations. It covers just about every point and gives even small foundations due though brief mention. The pity of it is that large ones get little more. Absolving thh famous monastery of Bec's history in a line or two is little short of a scandalous slight. Nor has the author added color or a third dimension in spite of the fact that for the materials of his history he has had the incredible riches of the history of the Benedictines to draw upon. Jejune is the adjective one must finally settle on to describe the work. However, the book is a reference manual which belongs on the library shelves of those orders and congregations who derive from the great Father of Western Monasticism. It has a useful fold-out chart and map showing lines of modern American Benedictine development, some tables, and even a tworpage treatment of Anglican Benedictines, who, after initial and de-pleting losses to Rome, again seem to be making progress in giving their foundations a firmer, if heterodox, stability. One who read~ the book will have a clearer idea of not only the scope of St. Benedict's original contribu-tion, and of his namesake's (Benedict of Aniane), but also of the sturdy value of that contribution as it has proved itself over and over again down the centuries. The list given in the book of current Benedictine periodicals is an indication that the contribution continues to be made. The jacket flap of a History of Benedictine Nuns informs us that "although various individual Benedictine congregations and houses have been fortunate to have their history written, the Benedictine Order of nuns and sisters as a whole has never been so honored." Rather than begin in medias res, the book starts with a twelve-page history of pre-Benedictine forms of Church-approved states of virginity for women. Once in its own proper matter, it too has its problem of avoiding the "dictionary effecl?'; but its complete index at the end will make it a valuable reference work, as will its extensive tables, charts, maps, and bibliography, which last is more extensive than the one in the first volume' of Father Hilpisch reviewed here. One who has delved a little into the history of medieval convents and nunneries will not be surprised at what he reads here, but he will probably find additional facts about the development and details of the life of these nuns and sisters to help him fill out the general picture. Among the more curious items are some relating to the powers, ordinary and extraordinary, of the abbesses. Among these latter, for instance, was the privilege of the Abbess of the Prince Abbey of St. George in Prague. She, along with the Archbishop of Prague, had the right to crown the queen. Other interest- I85 ]~OOK REVIEWS Review for Religious ing items pertain to offices performed by some of the sisters which would be ~of interest to their present-day counterparts. Often enough the music directress had to compose as well as teach. The sister infirmarian also played an important role: she not only took care of 'the sick, but was physician and pharmacist in the convent and in this latter capacity drew her materials from the convent's own herb garden, where the elements of her potions and poultices could be grown. She also seemingly had to be hostess to each of the sisters three or four times a year as they came in turn to the infirmary for their periodic bloodolettings. We come finally to deal with a book about the basisof all this history, the rule of St. Benedict. Dom Hubert Van Zeller's The Holy Rule is an informed study and commentary on that rule, so complete that he will even tell one what sarabaites and gyrovagues are. The study is informal, too, because it avoids much critical apparatus. One sometimes has the feeling here that Dom Hubert has edited lectures originally intended for novices or junior religious. Whatever its origin, the commentary is conservative, solid, and filled with much common sense. Those who hear it or read it will gain in the knowledge and appreciation of one of the most significant documents in the history of mankind as well as understand the views of Dora Hubert, highly qualified indeed to have them, about the nature of the monastic vocation. Perhaps even th~se who do not read or hear this book will have much of its matter relayed to them by retreatmasters who will be drawing on its copious wisdom for decades to come, and perhaps even longer. Whether all will find this particular expression of Dora Hubert's views as stimulating as he could have made it is an interesting question. It is not clear, for instance, that some of the illustrations from the ancient desert fathers (of the type familiar to Rodriguez readers) really advance the thought or prove to be valuable illustrations, though they may be entertaining. Granted there is an attractive quaintness to such narratives, along with a highly exaggerated moral, is it not possible that a long succes-sion of such stories will so color the mind of the sheltered religious reader that he may adopt an unreal, romantic attitude towards what he comes actually to consider his quaint vocation? Such an attitude disarms him in case there should develop in him a genuine crisis, or even a struggle to save his vocation. The fight is real, but his weapons--prin-ciples he has learned from such quaint narratives and which have never been effectively divorced from the fairy-tale atmosphere--his weapons, be it repeated, are toys. The foregoing criticism should not be construed as indicative of small worth in Dora Van Zeller's book. This is a valuable commentary and most religious libraries will want to have a copy on the shelves, since in the general mass of matter every religious will find many points to help him. Some significant items in the mind of one reader were the following: the Holy Rule is explicit on the point that obedience is the way a religious fights for the King (p. 3); "St. Benedict would have us live creative lives,, not merely ordered lives" (p. 5); "the grace of state is like any other grace; it guides and strengthens, but does not compel or ~uarantee 186 May, 1959 BOOK REVlEWS (except in the case of the Papal prerogative) supernatural intervention" (p. 43). What Dom Van Zeller says in favor of bodily mortification (p. 60), silence (p. 90), poverty (p. 2331, and care of the dying (p. 247) is remarkably pointed and helpful. So also what he says about singularity in the religious life: "The monk who wants the reputation for sanctity presumes to something he has no right to claim. He is identifying the name with the state, he is leaving out the factor of grace".(p. 318). His comments on these things show spiritual .insight and depth; and we are fortunate to have him share his light with us, just as he was fortunate to have the great St. Benedict share his light with him in the Holy Rule. --EARL A. WzlS, S.J. A STRAN(~ER AT YOUR DOOR. By John J. PoweIl, S.J. Milwaukee: Bruce, 1958. Pp. 120. $2.50. For the reader who is convinced that there neither is nor can be anything new in the field of apologetics, Father Powell's poetical prose will demand a change of opinion. The matter of apologetics, it is true, is the same; this book treats the traditional topics: Christ's claims upon us, the reason for them, His influence on our lives, His right to influence our lives. But gone are the technical language of theology and the bare bones of the textbook. In their place the modern reader meets examples taken from the year 1959, language that he hears on the street corner, an impact that is directed to him, individually, today. Our mind, ever seeking the rational basis for its belief, here finds that basis put forth in the idiom of today. The housewife at her cleaning, the diplomat at his desk, the soldier in Korea, the most popula.r girl on the campus--all these will find that this book is written for them in a l~nguage that they under-stand.~ Christ, of course, is the stranger at the door. He stands there--who knows how long?--until we recognize Him; then He asks us one question: "Who do you say that I am?" That timeless question comes echoing through the centuries into the life of every individual; his answer to it determines his peace of mind and eternal salvation. The question can be ignored or buried beneath worldly pleasures and desires, but some time or other it must be answered and the answer is of paramount, yes, eternal importance. Father Powell's meditati~;e and reflective presentation of the basis for Christ's claims on our allegiance will help the Catholic to reaffirm and strengthen his faith. It will also give him many a new insight. This is a book for the prospective convert also, for the sincere inquirer who wants to know just who this
SITTENGESCHICHTE DES WELTKRIEGES I. BAND Sittengeschichte des Weltkrieges (-) Sittengeschichte des Weltkrieges I. Band (I. / 1930) ( - ) Einband ( - ) [Abb.]: ( - ) Titelseite ([III]) Impressum ([IV]) Vorwort (V) Einleitung Begriffsbestimmungen - Sitte, Moral und Recht - Sittengeschichtliche Bedeutung der Kriege und des Weltkrieges - Wirtschaftliche Notwendigkeit, Sittlichkeit und Erotik in ihrem Einfluß auf den Krieg (VII) [Abb.]: Der Krieg bei den Amazonen Zeichnung von Kuhn-Régnier, "La Vie Parisienne", 1915 (VII) [Abb.]: Das europäische Gleichgewicht Zeichnung (VIII) [Abb.]: Russische Karikatur auf Rasputin (IX) [Abb.]: Krieg heißt: Diebstahl, Notzucht, Mord Zeichnung von Delannoy in "Assiette au beurre", 1907 (XI) [Abb.]: Unsere Kinder werden ihnen Halt gebieten Zeichnung (XIII) [Abb.]: Wilhelm II. in der Karikatur Französische Postkarte aus der Zeit der Marokkokonfliktes Sammlung A. Wolff, Leipzig (XIV) [Abb.]: Kaiser Franz Joseph als Ballerine Französische Postkarte aus der Vorkriegszeit Sammlung A. Wolff, Leipzig (XV) [Abb.]: "Wo kommt denn diese bewaffnete Bande her? Wir wollen flüchten!" Zeichnung (XVII) [Abb.]: Kamarilla viribus unitis Wiener Diplomatie Zeichnung von Kupka, 1907 (XIX) [Abb.]: Kriegsgrauen (XX) [Abb.]: Italienische Postkarten aus dem Jahre 1916 Wilhelm II. und Franz Joseph I. in der erotischen Karikatur der Entente ( - ) Erstes Kapitel Die Umwälzung der Moral vor und in dem Kriege Sittengeschichtliche Tendenzen der Vorkriegsjahre - Wirtschaftliche, politische und erotische Frauenemanzipation - Die erotischen Typen der Vorkriegsfrau (1) [Abb.]: La belle Otero oder der Zauber des Trikots Ein Beitrag zur Vorkriegserotik Aus Hirschfeld-Spinner, "Geschlecht und Verbrechen" (1) [Abb.]: Nacktkultur in Friedenszeit - zehn Mark Strafe Photographische Aufnahme (2) [Abb.]: Frauensport und Nacktkultur im Kriege Französische karikaturistische Zeichnung von Valdés, 1918 (3) [Abb.]: Die schlafende Unschuld Psychoanalytische Zeichnung aus einem Sonderheft der Zeitschrift "Le Disque Vert" (4) [Abb.]: Die Tänzerin Gaby Deslys, die ihre Schönheit in den Dienst der Kunst und bei Kriegsausbruch in den der englischen Kriegspropaganda stellte Photographische Aufnahme (5) [Abb.]: Das Frauenideal der Vorkriegszeit Die Tänzerin Mata Hari aus Hirschfeld-Spinner, "Geschlecht und Verbrechen" (6) [Abb.]: Der Bürger: "Der nicht arbeitet, soll dafür gut essen!" Zeichnung (7) [Abb.]: Französische Postkarte als Antwort auf den bekannten "Oktoberaufruf der Dreiundneunzig" nach Kriegsausbruch Sammlung A. Wolff, Leipzig (8) [Abb.]: Das Zuhältermotiv in der Karikatur Germania und ihr türkischer Freund, dem sie Geld zusteckt Aus einem russischen Kriegsbilderbogen Sammlung A. Wolff, Leipzig (9) [Abb.]: Französische Frauen am Pflug Photographische Aufnahme (10) [Abb.]: Zum Thema: Krieg und Frauenemanzipation Kriegsbilderbogen "Woche", Berlin (11) [Abb.]: Das Kapital und der Krieg Zeichnung von Boris Jefimoff, Moskau (12) [Lied]: Ein vielgesungenes Pariser Couplet "Elles tiendront" von Jacques Folrey drückt diese Wahrheit auf seine Weise aus, idem es in den ersten Strophen die verschiedenen Formen verulkt, die die Erwerbstätigkeit der Frau im Frankreich der Kriegszeit annahm, um in der letzten Strophe auch gleich die politische Folgerung zu ziehen: (12) [Abb.]: Frauenarbeit im Kriege An der Granatendrehbank einer deutschen Munitionsfabrik Photographische Aufnahme (13) [Abb.]: Massage in der Vorkriegszeit Nach einem Gemälde (15) [Abb.]: Franz Joseph in der englischen Karikatur "Punch", 1916 (16) [Abb.]: Dirne und Zuhälter Rußland und Frankreich im Spiegel der Karikatur, "Muskete", August 1915 Zeichnung ( - ) [Abb.]: Frauenakt Zeichnung (17) [Abb.]: Mädchen (18) [Abb.]: Der Sündenfall Karikatur auf das russisch-französische Bündnis von C. Arnold Flugblatt der "Liller Kriegszeitung", 1916 (19) [Abb.]: Zärtliche Träume Zeichnung von Fabiano, aus "La Vie Parisienne", 1914 (20) [Abb.]: Die Ernte des Jahres 1915 Italienische Kriegskarikatur aus dem Witzblatt "L'Asino" (21) [Abb.]: Bethmann-Hollweg und die Wahrheit Politische Zeichnung (22) [Abb.]: Bad an der Seine Zeichnung von G. Léonnec, aus "La Vie Parisienne", 1914 (23) [Abb.]: Bei der Toilette Üppige Frauenschönheit vor dem Kriege Nach einem Gemälde (25) [Abb.]: "Werden Sie diskret sein?" Zeichnung (26) [Abb.]: Das Gänschen (ein verschwundener Mädchentypus) Zeichnung von A. Vallée aus "La Vie Parisienne", 1913 (27) [2 Abb.]: (1)Jochanaan tragt der Salome seinen Kopf nach Partie aus einem Fries (2)"Du mußt ihn gehen lassen, sonst heißt es gleich, du störst den Burgfrieden." Zeichnung von Th. Th. Heine, aus "Kleine Bilder aus großer Zeit" (28) Zweites Kapitel Erotik und Triebleben bei Kriegsausbruch Die Hurrabegeisterung und ihr libidinöser Hintergrund - Abschwächung oder Steigerung des Geschlechtstriebes bei Kriegsausbruch? - Der Krieg im Lichte der Soziologie und der Psychoanalyse (29) [Abb.]: "Sie müssen schon entschuldigen, seit mein Mann tauglich befunden wurde, läuft er tagsüber nackt herum" Zeichnung von M. Rodiguet in "Le Rire rouge", 1917 (29) [Abb.]: Ausmarsch Zeichnung von B. Wennerberg, aus "Simplicissimus", 1915 (30) [Abb.]: Europa auf dem wilden Stier Zeichnung (31) [Abb.]: Das patriotische Lied Zeichnung von A. Roubille in "Fantasio", 1914 (32) [Abb.]: Das Herz der Dame "Schick' den Kriegskrüppel um Gotteswillen fort. Ist es nicht genug, daß ich die ganze Nacht auf einem Kriegswohltätigkeitsball getanzt habe?" Zeichnung von A. Mazza, Milano ( - ) [Abb.]: Die Pariser Börse am Tage der Kriegserklärung Photographische Aufnahme (33) [Abb.]: Eine englische Reservistenfamilie oder eine Kriegslaokoongruppe mit den "Putties" (Wickelgamaschen) statt Schlangen Zeichnung von Townsend, "Punch", 1915 (34) [2 Abb.]: "Kopflose Maßnahmen des Publikums. - (1)Masseneinkauf von Mehl. - (2)Ansturm von unnötigerweise beunruhigten Sparern auf die Städtischen Sparkasse in Berlin" Zwei Bilder, die knapp nach Kriegsausbruch mit diesem Text in mehreren Blättern erschienen. Aus "Ill. Zeitung", Leipzig. 1914 (35) [Abb.]: Die Freiwilligen Holzschnitt (36) [Abb.]: Gewissen 1917 Holzschnitt von Franz Masereel, aus "Politische Zeichnungen", Erich Reiß-Verlag, Berlin (37) [Abb.]: Kriegsbegeisterung auch in Moskau? Photographische Aufnahme (38) [Abb.]: "Schwören wir, meine Damen, daß wir keinen Mann heiraten, der lebend aus dem Krieg zurückkommt!" "La Baionnette", 1916 (39) [Abb.]: Englisches Phlegma "Du mußt in den Krieg - und das Kind ist auf dem Wege." "Bis es heiratet, hoffe ich zurück zu sein." Zeichnung von R. C. Ventura, aus der italienischen Kriegsmappe "Gli Unni e gli altri" (41) [Abb.]: Die Gesundbeter oder die K. V.-Maschinen Zeichnung (42) [Abb.]: Die Menschen und der Krieg Holzschnitt von Franz Masereel, aus "Politische Zeichnungen", Erich Reiß-Verlag, Berlin (43) [Abb.]: Kriegsfreundliche Massenkundgebung vor dem Schloß in Berlin Photographische Aufnahme (44) [Abb.]: Die Pariser Schauspielerin Mlle. Delysia singt in London in einer Revue die Marseillaise Photo Wrather and Buy (45) [Abb.]: Einerseits um die Mannschaft bei guter Laune zu erhalten, andererseits um die Frauen mehr in den Dienst des Vaterlands zu stellen, wurde in den französischen Kasernen die Besuchszeit über Nacht ausgedehnt. Aus "Der Faun", Wien, 1916 (46) [Abb.]: Der heilige Krieg Holzschnitt von Franz Masereel, aus "Politische Zeichnungen", Erich Reiß-Verlag, Berlin (47) [Abb.]: Hurra, der Krieg ist da! Photographische Aufnahme (48) [Abb.]: Das Gespenst des Krieges Zeichnung (49) [Abb.]: Erschießung eines russischen Kriegsdienstverweigerers Aus "Geschichte der russischen Revolution", Neuer Deutscher Verlag, Berlin (50) Drittes Kapitel Die Dame in der Loge Geht der Kampf um sie? - Ihr Sadismus und ihre Kraftanbetung - Uniformfetischismus - Die Dame als Mittel der Kriegspropaganda, als Kriegshetzerin und Pflegerin - Die Kriegsmode und ihr erotischer Hintergrund (51) [Abb.]: Der hohe Damenstiefel als Fetisch Zeichnung von G. Zórád im ungarischen Witzblatt "Fidibusz", 1918 (51) [Abb.]: Der Brief des Poilu: "Ich sehe Sie vor mir, wie Sie, jeder Zoll eine Frau, in duftiger Mousseline einherschweben." Zeichnung von Ed. Touraine in "La Baionnette", 1915 (52) [Abb.]: Ein frommer Wunsch deutscher Modeschöpfer: Die militarisierte Damenmode Aus "Elegante Welt", 1915 (53) [Abb.]: Die versuchte Militarisierung der Frauentracht Modebild aus "Elegante Welt", 1915 (54) [Abb.]: Die Kraftanbetung der Frau (Bizepsfetischismus) Photographische Aufnahme (55) [Abb.]: Die Dame im Werbedienst Die englische Schauspielerin Miss Lorraine hält im Dienste der englischen Rekrutierung eine Ansprache Photographische Aufnahme (56) [Abb.]: Von allen beneidet, stolziert die Französin am Arm ihres Helden durch die Pariser Straßen Zum Kapitel: Heldenverehrung der Frau Zeichnung von Fabiano in "La Baionnette", 1915 (57) [Abb.]: Stacheldrahtkrinoline 1916 Die Kriegsmode in der englischen Karikatur Aus "London Mail" (58) [Abb.]: Der Frühling kommt schon als Soldat Zeichnung (59) [Abb.]: Die deutsche Sängerin im Spiegel der französischen Karikatur Zeichnung (60) [Abb.]: Die Kriegskrinoline "Lustige Blätter", 1916 (61) [Abb.]: Die Pariser und die Berliner Mode Französische Karikatur (62) [Abb.]: Am Morgen vor dem Abmarsch Zeichnung (63) [Abb.]: Derby braucht Soldaten "Mister Tomson zum Militär? Ausgeschlossen! Bereits von mir assentiert!" Kriegflugblatt der "Liller Kriegszeitung" (64) [Gedicht]: Auch hier wendet sich der Dichter Harold Begbie an den Drückeberger, den es allerdings im eigentlichen Sinne in England damals nicht gab, da der Eintritt in die Armee freiwillig erfolgte: (64) [Abb.]: Marianne empfängt ihren Sieger Zeichnung ( - ) [Abb.]: Beitrag zur Vermännlichung der Frau im Kriege Pariser Theaterreklame aus dem Jahre 1916 Aus der Sammlung des Archives photographiques d'Art et d'histoire, Paris (65) [Abb.]: "Du bist nicht mehr freiwillige Pflegerin?" - "Nein, warum auch? Mein Bild als Rote-Kreuz-Schwester ist ja in der 'Illustrierten' schon erschienen." Zeichnung von E. A. Lamm in "Muskete", 1915 (66) [Abb.]: In allen Ländern träumen junge Mädchen von Uniformen Zeichnung von Fabiano in "La Baionnette", 1915 (67) [Abb.]: "Warum spazierst du im Evakostüm herum?" "Mein Schneider ist eingerückt" Zeichnung von G. Hantot in "Le Rire rouge" (68) [Abb.]: "So verliert man den Krieg daheim" Englische Propagandazeichnung gegen die Putzsucht und Kaufwut der Dame Aus "Punch", 1917 (69) [2 Abb.]: (1)"Ist mein Rock zu kurz? Ist mein Jupon zu lang?" Englische Modekarikatur aus "London Mail", 1916 (2)Politische Karikatur (70) [Abb.]: Die Frau als Werbemittel auf einem amerikanischen Kriegsanleiheplakat Sammlung Wolff, Leipzig (71) [Abb.]: Titelvignette aus der Zeitschrift "La Baionnette" (72) [Abb.]: Sie schreibt an die Front: "Mein lieber Mann, du kannst dir denken, wie sehr ich alle Leiden und Entbehrungen mit dir teile." Zeichnung (73) [Abb.]: Madelaine ohne Pariser Mode "Eigentlich gar nicht so übel, diese neue deutsche Tracht!" Kriegsflugblatt der "Liller Kriegszeitung" (74) [Abb.]: Wie die Mode des Highlanders die der Pariserin beinflußt und umgekehrt Zeichnung von G. Léonnec in "La Vie Parisienne", 1915 (75) [Abb.]: Inserat, das in zahlreichen deutschen Blättern nach Kriegsausbruch erschien "Leipzig Ill. Zeitung", 1914 (76) [Abb.]: Junge Mädchen führen in London Freiwillige zum Rekrutierungsamt Photographische Aufnahme (77) [2 Abb.]: (1)"Die neuen Zeppelinmodelle sind eingetroffen" Französische Karikatur auf die Kriegsmode Aus "La Baionnette", 1914 (2)Was der Schlitzrock verrät Die Dame meint, man brauche den Stoff für die Soldaten Aus den italienischen Witzblatt "L'Asino", 1915 (78) [Abb.]: "Und wenn der Krieg noch so lange dauert, noch weiter und noch kürzer darfst du die Röcke nicht tragen." Zeichnung (79) [Abb.]: Die deutsche Frau in der französischen Kriegskarikatur Zeichnung von Brunner, aus "La Baionnette", 1914 (80) [Abb.]: Feldpostalisches "Ein Fünfkilopaket möchte ich sein und mich per Feldpost als Liebesgabe versenden lassen!" Zeichnung von E. H. Lamm, "Muskete", 1914 ( - ) [Abb.]: "Bitte, erzählen Sie doch, was war also das Schrecklichste, was Sie draußen erlebt haben?" Zeichnung von Th. Th. Heine, aus "Kleine Bilder aus großer Zeit" (81) [Abb.]: Der Urlauber nach der Ankunft in München: "Da sieht man gleich, daß hier fleischloser Tag ist." "Soldatenzeitung im Schützengraben" das bayr. Ers.-I.-R. Nr. 1, 1916 (82) [Abb.]: Zeichnung von Carlègle in "La Vie Parisienne", 1917 (Text verdeutscht) (83) [Abb.]: "Ich lese die Blätter und kann mir recht gut vorstellen, wie schrecklich es an der Front zugehen muß." Die auf dem Bilde ersichtlichen Blätter sind Modezeitschriften Zeichnung von Maurice Motet in "La Baionnette", 1914 (84) [Abb.]: In England versuchte man, aus patriotischen Sparsamkeitsgründen eine Einheitstracht für Frauen (standard dress) einzuführen. Mit welchem Erfolge, zeigt diese Karikaturreihe aus "Punch", 1915 (85) [2 Abb.]: (1)Der "Schuhliebhaber" auf Urlaub Französische Karikatur auf den durch die Kriegsmode anscheinend sehr begünstigten Stiefelfetischismus (2)Eine Kriegstrauung Zeichnung von Th. Th. Heine, aus "Kleine Bilder aus großer Zeit" (86) Viertes Kapitel Die Kriegerfrau auf dem Leidenswege Mannesarbeit und Vermännlichung - Kriegstrauungen - Die Unsittlichkeit der Kriegerfrau - Ehebruch, Selbstmord und andere Psychosen - Die Gefangenenliebe - Enthaltsamkeit und ihre Folgen (87) [Abb.]: Gretchen, vom Geist der Pariser Mode verlassen Zeichnung von Georges Pavis in "Fantasio", 1914 (87) [2 Abb.]: (1)"Gnädige Frau, ich muß Ihnen dasselbe sagen, was unserer Armee nachgerühmt wird: Sie sind ungeschwächt aus dem Kriege hervorgegangen." Zeichnung von Jean Plumet in "Le Rire", 1918 (2)"Was tätest du, wenn ich meine beiden Beine verlöre?" "Ich würde dir einen hübschen Wagen mit Kautschukrädern kaufen." Zeichnung von Laforge in "Le canard enchaîné", 1916 (88) [Abb.]: Aus dem täglichen Leben der Kriegerfrau Photographische Aufnahme (89) [Abb.]: 1915: Die Pariserin ist noch Hausfrau Französisches Plakat von A. Willette Aus dem Archiv des französischen Kriegsministeriums (90) [Abb.]: Der Urlauberzug Zeichnung von Louis Icart in "Fantasio", 1917 (91) [2 Abb.]: (1)Das Büromädchen im Kriege Der Chef: "Schön, daß Sie endlich doch kommen, wir erwarten Sie schon seit Bürobeginn." "Punch", 1916 (2)Die Damen: "Bitte, wir möchten heute wieder einen Verwundeten spazieren führen, aber einen, dem man auch ansieht, daß er verwundet ist." "Punch", 1915 (92) [Abb.]: Zeichnung von Carlègle in "La Vie Parisienne", 1917 (Text verdeutscht) (93) [Abb.]: Humoristische Feldpostkarte (94) [Abb.]: "Andere Zeiten, Kinder, wer von euch erinnert sich eigentlich noch daran, daß man einmal Tango gelernt hat?" Zeichnung von B. Wennerberg in "Simplicissimus", 1914 (95) [2 Abb.]: (1)Eine Jux-Postkarte aus der Kriegszeit vielleicht zum Beweise der vielgerühmten Verfeinerung des Liebeslebens im Kriege erzeugt Sammlung A. Wolff, Leipzig (2)Der Zivilist Zeichnung von F. Reynolds in "Punch", 1915 (96) [Abb.]: Uniformfetischismus "Zieh dich nicht aus, die Uniform kleidet dich so gut ." Zeichnung ( - ) [2 Abb.]: Der Urlauber (1)Endlich! (2)Schon? Zeichnung von Fabiano in "Fantasio", 1915 (97) [Abb.]: Wiedersehen in Paris Aus "Vie de Garnison" (98) [Abb.]: Arbeiterin in einer französischen Munitionsfabrik Photographische Aufnahme (99) [2 Abb.]: (1)Geteiltes Leid Die Frau des Mannes, der einen Arm verlor, hat sich alle Zähne ziehen lassen Deutschfeindliche Hetzkarikatur aus der französischen Zeitschrift "Fantasio", 1915 (2)"Wohnt hier Fräulein Odette?" "Sie ist nicht mehr hier, aber wenn Sie im zweiten Stock bei Fräulein Clara anläuten, ist es dasselbe." Zeichnung von Forton in "Vie de Garnison", 1915 (100) [Abb.]: Musterung der Fünfzigjährigen Zeichnung (101) [Abb.]: Die "Heldenverehrung" der Französin Titelblatt einer französischen Zeitschrift (102) [Abb.]: Die Beute des Schattens Zeichnung von Zyg. Brunner in "La Vie Parisienne" (103) [2 Abb.]: (1)Der rationierte Kuß Scherzpostkarte der Deutschmeister Witwen- und Waisenstiftung Sammlung A. Wolff, Leipzig (2)Französische "Vorstöße" im Elsaß Zeichnung von Rodiguet in "Le Rire" (104) [Abb.]: Die Briefträgerin Zeichnung von G. Léonnec in "La Vie Parisienne", 1917 (105) [Lied]: Verdeutscht lautet die erste Strophe: (106) [Abb.]: Der neue große Freund aus dem wilden Westen und die kleine Pariserin Zeichnung von G. Léonnec in "La Vie Parisienne", 1917 (106) [Abb.]: Die Witwen Zeichnung (107) [2 Abb.]: (1)"Melanie, also das ist Ihr Mann, der von der Front kommt? Gestern war er doch noch glattrasiert." Zeichnung von Laforge in der französischen Frontzeitung "Le canard enchaîné, 1916 (2)Die Schamhafte "Sie dürfen mich ausziehen, aber ich verbiete Ihnen, mich mit den Augen zu entkleiden." Aus "Vie de Garnison", 1915 (108) [Abb.]: Einzug österreichisch-ungarischer Kavallerie in Lublin Überall Frauenhuld als Siegerlohn Zeichnung (109) [Abb.]: "Armes Kind! Haben Sie wenigstens den Vater verständigt?" "Ja, ich habe an alle beide geschrieben." Zeichnung von A. Guillaume in "Le Rire rouge", 1917 (110) [Abb.]: Milderungsrund: "Es ist wahr, ich habe dieses Jahr drei Männer ruiniert; aber zwei davon waren Heereslieferanten." Zeichnung von K. A. Wilke in "Muskete", Wien 1915 (111) [2 Abb.]: (1)"Der gnädige Herr hatte nur eine Stunde Ausgang und konnte auf Madame nicht warten - so ist es geschehen." Zeichnung von Laforge in der französischen Frontzeitung "La canard enchaîné", 1916 (2)Hektographierte Postkarte aus den Zeiten der Fleischnot Sammlung A. Wolff, Leipzig (112) [Abb.]: Frohes Erwachen Zeichnung von Georges Barbier, "La vie Parisienne", 1918 ( - ) [Abb.]: Stadt und Land Der Künstler und das Dorfmädchen vor und in dem Kriege Englische Karikatur in "Punch", 1917 (113) [Abb.]: Die Geschlechtsnot der Kriegerfrau in der Karikatur "Erinnerung an seinen Fronturlaub" Zeichnung von H. Gerbault in "Fantasion", 1916 (114) [Abb.]: Die Französin im Kriege Munitionserzeugerin, Feldarbeiterin und Hausfrau Plakat von Capon, aus der Sammlung der Archives Photographiques, Paris (115) [2 Abb.]: (1)Die Kellnerin Französische Karikatur (2)In Aktion Zeichnung aus "Drahtverhau", Schützengrabenzeitung des bayr. Landwehr-Inf.-Regiments Nr. 1 (2. Jahrg.) (116) [Abb.]: "Na, Kleener, woll'n wa Briedaschaft trinken?" Zeichnung von F. Jüttner in "Lustige Blätter", 1916 (117) [Abb.]: Straßenbahnschaffnerin in Paris Photographische Aufnahme (118) [Abb.]: Der Liebeshunger der Kriegerfrau Wie es einem "Herrn in den besten Jahren", einem kriegsdienstuntauglichen Friedensveteranen, im Hinterland ergeht Aus "Muskete", Wien 1915 (119) [2 Abb.]: (1)Liebe und Kitsch sind unsterblich Ein typisches Erzeugnis der deutschen Kriegspostkartenindustrie Sammlung A. Wolff, Leipzig (2)Mimi Ponson im Kriege "Ich bin eine alte Baronin und bitte Sie, fünf Francs von mir anzunehmen." Zeichnung von Synave, Paris 1916 (120) [Abb.]: Die Schaffnerin in Paris "Ich wollt', mein Mann wär' schon zu Hause!" "Damit er sie ablöst?" "Nein, damit er auf die Kinder aufpaßt." Zeichnung von Armengol, Paris 1916 (121) [2 Abb.]: Die Kriegsliebe als Anlaß zum Jux Zwei Postkarten aus Kriegszeit Sammlung A. Wolff, Leipzig (122) [Abb.]: Ehrenbezeigung mit Hindernissen Zeichnung von E. Morrow in "Punch", 1916 (123) [Abb.]: Die Frau des Eingerückten zum Schwager: "Massier' mir die Beine, Stefan, sie tun mir weh." Zeichnung (124) [Abb.]: Die Frühmassage der Frau k. u. k. Oberstleutnant Zeichnung (125) [2 Abb.]: (1)Der volkstümliche Kriegskitsch Mit solchen und ähnlichen Postkarten wurde Deutschland im Krieg überschwemmt Sammlung A. Wolff, Leipzig (2)Sie schickt den Feldpostbrief an den Mann ab Zeichnung von G. Zórád in "Fidibusz", Budapest 1916 (126) [Abb.]: Berlin im Kriege: Das Urteil des Paris Zeichnung von Hans Baluschek in "Wieland", 1915 (127) [Abb.]: Die vielseitige Französin zur Kriegszeit als Polizistin, Kellnerin, Chauffeuse, Bürochefin, Minister, Inkassantin, Schaffnerin und sogar als Soldatin Zeichnung von Fabiano in "La Baionnette", 1915 (128) [4 Abb.]: Zweierlei Maß (1)"Mit der Taschen können S' net mitfahr'n mei Liabe." (2)"Aber Fräul'n, Platz gnua, dö Herrn rucken scho a wengerl z'samm." (3)"Komplett! hat's g'sagt?" (4)"Nur einsteig'n, Herr Kop'rol, die Damen werd'n scho a bisserl Platz machen." Zeichnungen von Franz Wacik, "Muskete", 1915 ( - ) [Abb.]: Der Notar eines ungarischen Dorfes zur Kriegerfrau: "Sträuben Sie sich nicht, sonst kriegen Sie keine Unterstützung mehr!" Zeichnung (129) [12 Abb.]: (1)1. Die tugendhafte Gisela wird Krankenschwester (2)2. Ihre leichtfertige Cousine fährt an die Riviera (3)3. Gisela widmet ihre bescheidenen Ersparnisse den Armen und Darbenden (4)4. Sidonie aber tanzt mit Neutralen auf heimlichen Bällen (5)5. Gisela war eine sparsame gute Hausfrau (6)6. Sidonie verbrachte die Zeit in Champagnergelagen mit Drückebergern (7)7. Gisela strickt Strümpfe für die braven Soldaten (8)8. Sidonie verbringt die Nachmittage in Absteigequartieren (9)9. Gisela wird belohnt durch die Heirat mit einem tapferen Offizier (10)10. Sidonie wicht der Versuchung des Geldes und heiratet ohne Liebe einen alten Munitionsfabrikanten . (11)11. Gisela, eine mustergültige Französin, erlebte die Freuden des glücklichen Heimes bei ihrem Gatten, dem sie viele Kinder schenkte (12)12. . der erwischte sie dann in flagranti, noch dazu mit einem Zivilisten, und schickte sie zum Teufel Zeichnung von Georges Barbier in "La Vie Parisienne", 1917 (130) [2 Abb.]: (1)Auch die Lebensmittelnot wird verniedlicht Originalpostkarte aus dem Kriegsjahr, 1916 Sammlung A. Wolff, Leipzig (2)Hamstererlebnisse Postkarte aus der großen Zeit Sammlung A. Wolff, Leipzig (132) [Abb.]: Durchhalten auch in Frankreich "Meine Frau kann Ihnen bestätigen, daß ich keinen Augenblick wankend geworden bin." Zeichnung von Hérouard in "La Baionnette", 1915 (133) [Abb.]: Die öffentliche Ruhe in schönen Händen Französische Karikatur aus dem Jahre 1917 (134) [2 Abb.]: (1)Not und Verwahrlosung Kriegspostkarten können mitunter auch die Wahrheit sagen Sammlung A. Wolff, Leipzig (2)Kriegstrauung Farbige Kitschpostkarte aus der Sammlung A. Wolff, Leipzig (135) [Gedicht]: Und so wollen wir dieses Kapitel der Leidensgeschichte der Frau im Kriege mit einer Dichtervision, der "Phantasie für übermorgen" von Erich Kästner, schließen: (136) Fünftes Kapitel Erotik in der Krankenpflege Sexuelle Neugier, Schaulust, Koprolagnie und Sadismus der Pflegerin - der Lazarettdienst als Mittel - Der schlechte Ruf der Pflegerin - Frauenbesuche im Schützengraben (137) [Abb.]: Die Krankenschwester im Offiziersspital Zeichnung (137) [Abb.]: Das Sportgirl als Krankenschwester Zeichnung von Fabiano in "Fantasio", 1915 (138) [6 Abb.]: Pariser Schauspielerinnen als Krankenschwestern (1)Mlle Colibri vom Théátre des Capucines (2)Madame Simone Damanry von der Comédie Française (3)Mlle. Phryne von der Comédie Royale (4)Mlle. Paulette Delbaye von der Olympia (5)Madame Villeroy-Got vom Théâtre de l'Odéon (6)Madame Mars Pearl von der Olympia Die Wohltätigkeit ist überaus kleidsam (139) [Abb.]: Die Sadistin sieht gerne Blut und ist eine ausgezeichnete Operationsschwester Zeichnung (140) [Abb.]: Der schöne Mann ohne Gesicht Karikatur von C. Hérouard in "La Vie Parisienne", 1918 (141) [Abb.]: Französische Pflegerinnen beim Empfang eines Verwundetentransportes Photographische Aufnahme aus "La France Héroique" (142) [Abb.]: Aus dem Lazarett zum Altar Sentimentale Karikatur auf die Heiratslust der Pflegerin Zeichnung von Fournier in "La Baionnette", 1918 (143) [Abb.]: Verwundetenkultus Französische Postkarte, Sammlung A. Wolff, Leipzig (144) [Abb.]: 1915 "Mir scheint, ich habe Sie schon irgendwo gesehen." - "Möglich, früher war ich nämlich Tänzerin." Zeichnung ( - ) [Abb.]: Amor im Lazarett Zeichnung von G. Léonnec in "La Vie Parisienne", 1915 (145) [2 Abb.]: (1)Die wohltätige Dame im Lazarett "Also los, erzählen Sie ausführlich alles." "Punch", 1916 (2)Eine österreichische Erzherzogin als Krankenschwester Photographische Aufnahme (146) [Abb.]: Flirt im Etappenlazarett Zeichnung von E. Miarko in "Fantasio", 1915 (147) [Abb.]: Lazarettromantik "Ja, er hat zwei Kugeln in den Kopf bekommen." "Und wie viele Pfeile ins Herz?" Zeichnung von L. Icart in "La Baionnette", 1914 (148) [Abb.]: Der Rekonvaleszent Zeichnung aus der "Ill. Zeitung", Leipzig, 1916 (149) [Abb.]: Das Reservelazarett Karikatur auf die Pflegerinnenspielerei der vornehmen französischen Gesellschaft Zeichnung (150) [Abb.]: "Und da sagt man noch, der Krieg wäre furchtbar." Zeichnung von R. Pallier in "La Baionnette", 1915 (151) [Lied]: In Ungarn war ein im Krieg entstandenes Volkslied über den mehr als zweifelhaften Ruf der Pflegerinnen verbreitet. Es lautet in deutscher Übersetzung etwa: (151) [Abb.]: "Herr Stabsarzt, was machen wir mit der neuen Schwester?" "Geben wir sie zur Wäscheverwaltung, es ist immer besser, ein junges Mädchen hat mit Hemden ohne Männer als mit Männer ohne Hemden zu tun." Aus "Le Rire rouge", 1916 (152) [2 Abb.]: (1)Mode 1914 (2)Mode 1915 Die Pflegerinnentracht für die einzige kleidsame und zeitgemäße zu erklären, lag nahe. Ebenso nahe lag der Mißbrauch, der mit ihr getrieben wurde. Zeichnungen von Charles Rousiel in "Fantasio" 1915 (153) [Abb.]: Die Schwester wird auch angehimmelt, sonst aber gewöhnlich als Heiratsspekulantin oder Dirne hingestellt Englische Postkarte, Sammlung A. Wolff, Leipzig (154) [Abb.]: Aufmarsch amerikanischer Pflegerinnen in New York vor dem Präsidenten Wilson Photographische Aufnahme (155) [2 Abb.]: (1)"Du kannst unmöglich zurück an die Front, Sidi - deine Zunge ist ganz weiß" Französische Postkarte, Sammlung A. Wolff, Leipzig (2)Wandzeichnung aus einem Wiener Reservespital (156) [Abb.]: Das Leben im Spital. Die einen haben Besuch, an die anderen denkt niemand Zeichnung von A. Miarko in "Fantasio", 1916 (157) [Abb.]: Seine tiefste Wunde Lazarettliebschaften und kein Ende "Fantasio", 1916 (158) [Abb.]: Ruhm, Elend, Eitelkeit, Laus und Uniform werden billig abgegeben Ausverkauf wegen Kriegsschluß Zeichnung von G. Pavis in "Le Rire rouge", 1919 (159) [Abb.]: Englisch-französischer Unterricht in einem Park Zeichnung von Fabiano in "Fantasio", 1915 (160) [2 Abb.]: Der Soldat und das Korsett (1)Einst: eine Festung (2)Jetzt: ein Fähnchen Zeichnung von C. Hérouard, "La vie Parisienne", 1918 ( - ) [Abb.]: Aus einem Plakat für französisches Aspirin (Frankreich hat im Kriege versucht, dieses beliebte Heilmittel deutscher Herkunft durch französische Produkte zu ersetzen) Zeichnung (161) [2 Abb.]: (1)Das russische Kriegslazarett in Paris Originalphoto aus der Sammlung des Archives photographiques d'art et d'histoire, Paris (2)Französische Verwundete auf einem deutschen Verbandplatz Zeichnung von E. Limmer in "Ill. Zeitung", Leipzig 1914 (162) [2 Abb.]: (1)Einst (2)Jetzt Die kleinen Freuden des großen Krieges Zeichnung von A. Guillaume in "Fantasio", 1916 (163) [Abb.]: Französisches Propagandaplakat zur Verherrlichung des amerikanischen Roten Kreuzes (164) [6 Abb.]: Straf- und Lohnsystem beim Frauenregiment (1)Für kleine Verfehlungen: ein Tag Frisurverbot (2)Die Chargen: ein Volant, zwei Volants, drei Volants (3)Bei Insubordination: zwei Tage ohne Spiegel (4)Eine Auszeichnung: Flirtbewilligung (5)Die strengste Strafe: Redeverbot (6)Für besondere Verdienste: einwöchiger Urlaub für den Freund im Feld Zeichnung von Valdès in "La Vie Parisienne", 1916 (165) [Abb.]: Verwundeter (166) [Abb.]: Gratulanten zum Geburtstag des kleinen Leutnants Von wenigen Ausnahmen abgesehen, gefällt sich die Kriegskarikatur in der Verniedlichung der Dinge Zeichnung von A. Aubry in "Fantasio", 1916 (167) [Abb.]: Musterung der allerjüngsten Jahrgänge in Berlin Karikatur von R. Cartier in "Le Rire rouge", 1914 (168) Sechstes Kapitel Schützengrabenerotik Diskussion über die Unschädlichkeit der Abstinenz - Stahlbad der Nerven? - Liebesgaben, Feldpostbriefe und die Sitte der Marrainnen - Die Wege der Ersatzbefriedigung: Onanie, erotische Lieder, obszöne Bilder und Gegenstände, pornographische Lektüre, Träume - Tätowierung - Die Analerotik der Soldaten - Sodomie - Enthaltsamkeitsfolgen: Das Erlöschen des Geschlechtstriebes (169) [Abb.]: Das pornographische Bild im Schützengraben Zeichnung (169) [2 Abb.]: (1)Das dankbare Hinterland Zeichnung von Hérouard in "Fantasio", 1916 (2)Inserat eines Pariser Vergnügungslokales, das sich an das dankbare Publikum der Marrainen und ihrer Patenkinder wendet (170) [Abb.]: Liebe an der Front Phantasie eines französischen Malers. Man beachte die übergroße phallische Darstellung des ganz überflüssig im Bilde stehenden Fesselballons. Ein beliebtes Motiv pornographischer Frontbilder Zeichnung von Louis Icart in "Fantasio" (171) [Abb.]: Urlauber Zeichnung von G. Redon in "Fantasio", 1916 (172) [2 Abb.]: (1)Sexualnot beschmiert die Wände Von Russen verlassene, mit erotischen Bildern bemalte Hausruine in Russisch-Polen Photographische Aufnahme (2)Der Traum des Poilu Erotische Schützengrabenzeichnung eines französischen Soldaten Sammlung Lewandowski, Utrecht (173) [Abb.]: Christnacht im Feld Zeichnung von E. Halonze (174) [Abb.]: "Einst ging ich um diese Zeit auf die Hirschjagd" Zeichnung von G. Pavis aus "Le Rire rouge" (175) [Abb.]: Ehrenwache Zeichnung aus "Vie de Garnison", 1915 (176) [Gedicht]: Aus der "Liller Kriegszeitung" sei hier ein populärer "Stoßseufzer aus dem Schützengraben" und die Antwort darauf wiedergegeben: (176) [Abb.]: Der Traum von Liebe und Vaterland Zeichnung ( - ) [2 Abb.]: (1)Erotische Phantasie Schützengrabenzeichnung eines französischen Soldaten Sammlung Lewandowski, Utrecht (2)"Wenn du von Frauen sprichst, denke an deine Mutter, deine Schwester, deine Braut und du wirst keine Dummheiten reden" Französisch-amerikanisches Plakat gegen die Zoten Archives photographiques d'art et d'histoire, Paris (177) [2 Abb.]: (1)Die Menschen und der Krieg Vaterstolz Holzschnitt (178) [Abb.]: Stilleben nach der Marneschlacht Photographische Aufnahme (179) [2 Abb.]: (1)Ankündigung eines Briefstellers für Marrainen und ihre Patenkinder Aus der Zeitschrift "La Baionnette", 1915 (2)Sein erster Abend daheim Zeichnung von Hérouard in "La Vie Parisienne", 1917 (180) [Abb.]: Der galante Maler als Patriot Zeichnung von Carlègle in, "La Vie Parisienne" (Text verdeutscht) (181) [Abb.]: Der Stern, der nachts über dem Graben leuchtet Französische Postkarte (182) [Abb.]: Ankunft des Urlaubers Nach einem Gemälde (183) [Abb.]: (1)"Klar zum Gefecht" Zeichnung von G. Pavis in "Fantasio", 1917 (2)Der vom Maschinengewehr: "Was? Du stehst schon auf?" Sie: "Ja, ich erkläre mich kampfunfähig." Zeichnung von Duluard in "Le Rire rouge", 1916 (184) [Abb.]: Die Blume aus dem Feldpostbrief Zeichnung von A. E. Marty in "La Vie Parisienne", 1917 (185) [2 Abb.]: (1)Côte d'azur und Kote 304 "Die Jungens gehen ins Bad und wir ins Stahlbad" Zeichnung von R. Jouan in "Le Rire rouge", 1918 (2)"Das zerbrochene Bett" oder "Morgenidyll im Heim des Urlaubers" Zeichnung von J. Mirandes in "Le Rire rouge", 1918 (186) [Abb.]: Geschlechtstaufe vor dem Abmarsch Zeichnung von G. Léonnec in "La Vie Parisienne", 1917 (187) [Abb.]: Eine Manikure im Schützengraben Englische photographische Karikatur auf Damen der Gesellschaft, die sich zur Krankenpflege drängen Aus "Puck", 1915 (188) [Lied]: Ein bayrisches Soldatenlied lautet: (188) [2 Lieder]: (1)Ein anderes bekanntes "Schornsteinfegerlied" enthielt folgende zwei Strophen: (2)Im Roman "Infanterist Perhobstler" finden wir einen ebenso beliebten Vierzeiler: (189) [Abb.]: Neuer Schub von "Menschenmaterial" Zeichnung von C. Léandre in "Fantasio" (189) [Abb.]: Liebesgaben Französisches Plakat aus den Archives photographiques d'art et d'histoire, Paris (190) [2 Lieder]: (1)Das Lied bestand aus einer Unmenge Strophen, wie etwa der folgenden: (2)Gleichfalls im Roman von Infanteristen Perhobstler finden wir den Kehrreim einer Lorelei-Parodie: (190) [2 Abb.]: (1)Besuch bei der Marraine "Endlich sind Sie da. Womit könnte ich Ihnen eine Freude machen?" "Hm . mit Ihrem Stubenmädchen, wenn ich Sie bitten dürfte." Zeichnung von Jean Plumet in "Le Rire rouge", 1915 (2)Titelkopf der Speisekarte eines englisch-französischen Restaurants in Paris (191) [2 Abb.]: (1)Anzeige pornographischer und flagellantischer Bücher "für unsere Soldaten" Aus "Le Rire rouge", 1915 (2)"Der Herr muß warten. Sie sind der dreiundsiebzigste Kriegsmündel von Madame." Karikatur auf den Marraineunfug (192) [Abb.]: Freudiges Ereignis, Paris 1915 Zeichnung ( - ) [Abb.]: Der gnädige Herr hat Fronturlaub Zeichnung (193) [Abb.]: Feldpostkarte Sammlung A. Gaspar, Wien (194) [2 Abb.]: (1)"Nur sechs Tage Urlaub, Schatz! Und du möchtest doch Zwillinge haben!" Zeichnung von Djilio in "Le Rire rouge", 1915 (2)Feldpostkarte Sammlung A. Gaspar, Wien (195) [2 Abb.]: (1)Aus der Blütezeit des Preiswuchers "Hast du's gelesen? Jetzt werden auch wir unseren Preistarif sichtbar tragen müssen" Zeichnung von Rodiguet in "Le Rire rouge", 1915 (2)Auch so wird der Poilu gesehen Illustration aus dem Roman "Tout pour ça" von A. Derain (196) [Abb.]: "Sie wagen es, meinen Verwundeten zu berühren? der Marokkaner gehört mir!" Zeichnung aus "La Baionnette", 1914 (197) [2 Abb.]: (1)Das Wiedersehen Zeichnung von Fabiano in "Fantasio", 1915 (2)Im Stinkraum ist Gasmaskenprobe - Die Seewehr fühlt sich wie ein Geck. Dumpf brummelt wildes Tiergeschnobe, Nichts ist dagegen Hagenbeck. Bild und Verse aus der Etappenzeitung "An Flanderns Küste", 1915 (198) [Abb.]: Feldlatrinenordnung von der Westfront Aus J. C. Brunner, Illustrierte Sittengeschichte (199) [Abb.]: Die Latrine Tiefste Erniedrigung als Gegenstand humoristischer Darstellung Postkarte aus der Sammlung A. Wolff, Leipzig (200) [2 Abb.]: (1)"Ruhig Blut, Freund! Krieg ist Krieg - wir werden uns eben ein bißchen die Köpfe einschlagen" Zeichnung von R. Pallier in "Le Rire rouge", 1917 (2)Musette lernt Englisch (201) [Abb.]: Der Marsch auf Paris Erotisch-politische Zeichnung eines deutschen Soldaten, im Schützengraben entstanden (Marne 1915) Sammlung Lewandowski, Utrecht (202) [Abb.]: Sexuelle Symbolik im Militärleben Fesselballon, genannt Feldnülle Photograhische Aufnahme, aus der Sammlung A. Wolff, Leipzig (203) [2 Abb.]: (1)Die ersten Äpfel des Jahres Zeichnung von H. Mirande in "Le Rire rouge", 1917 (2)Titelkopf einer Haarfetischistengeschichte in einer französischen Feldzeitung Sammlung Lewandowski, Utrecht (204) [2 Abb.]: (1)Der Infanterist träumt Zeichnung (2)Die pikante Lektüre im Schützengraben Zeichnung (205) [Flugblatt]: Organische Bestimmungen über die Aufstellung, Organisation, den Betrieb und militärische Leitung, Unterstellung und Verwaltung von mobilen Feld- und Reserve-Freuden-häusern (Feldbordellen respektive Feldpuffs). (206) [2 Abb.]: (1)Die taktvolle Köchin Zeichnung aus "La Vie Parisienne", 1917 (2)Nach achtzehn Monaten Eine der zahllosen Darstellungen des Märchens von Geschlechtshunger der Urlauber. (In Wirklichkeit hat die Frontabstinenz meist lähmend auf die Sexualität gewirkt.) Zeichnung von Léonnec in "Fantasio" (208) [Abb.]: Woran Tommy denkt Aquarell ( - ) [Abb.]: Marraine und Filleul Zeichnung von G. Léonnec in "La Vie Parisienne", 1918 (209) [Abb.]: Wie die Reklame den Krieg verwertet (210) [5 Abb.]: Woran sie immer denken Zeichnung von R. Prézelan in "La Vie Parisienne", 1917 (211) [2 Abb.]: (1)Frontpostkarte der Deutschmeister Witwen- und Waisenstiftung Sammlung A. Wolff, Leipzig (2)Zusammenstoß des Luftschiffs "Siegfried" mit dem Vergnügungsluftschiff "Hertha I" Symbolische Illustration einer Schützengrabenzeitung Aus J. C. Brunner, Illustrierte Sittengeschichte (212) [6 Abb.]: Der Urlauber "Sag' mir, wie du deinen Urlaub verbringst, und ich sage dir, wer du bist" (1)Tommy denkt an sein Bad (2)Hermann füllt sich den Magen (3)Pietro spielt Gitarre (4)Ibrahim zeigt seine Trophäen (5)Iwan tanzt (6)Aber der Franzose denkt an Liebe Zeichnung von Zyg. Brunner in "La Vie Parisienne", 1916 (213) [Abb.]: Genrebild aus dem Frontleben Photographische Aufnahme, Sammlung A. Wolff, Leipzig (214) [Abb.]: "Eine Sitzung hinter der Front" Krieg veredelt: man sitzt dem Photographen! Sammlung A. Wolff, Leipzig (215) [2 Abb.]: (1)"Da draußen habe ich mir's anders vorgestellt" Zeichnung von H. Baille in "Le Rire rouge", 1917 (2)Poilu auf Urlaub Zeichnung von Carlègle in "La Vie Parisienne" (216) [Abb.]: "Gott, wie dick du an der Front geworden bist!" "Nicht wahr, Schwiegermutter, und man läßt mir nur vier Tage Zeit, um bei dir abzunehmen." Zeichnung von Rodiguet in "La Baionnette", 1915 (217) [Abb.]: Scharmützel zwischen zwei Schlachten "Ja es freut einen zu sehen, daß die Pariserin noch immer lieb und nett ist" Zeichnung von R. Vincent in "La Vie Parisienne", 1918 (218) Siebentes Kapitel Die Geschlechtskrankheiten im Heer Aufklärungsunterricht und Gesundheitsvisite - Bekämpfungsversuch durch Strafen - Die Therapie und das Verschulden übereifriger Ärzte - Ausbreitung in allen Heeren (219) [Abb.]: Zigeunerfamilien in Galizien, die sich durch Kriegsprostitution ernährte Photographische Aufnahme (219) [Tabelle]: Eine kurze Zusammenstellung von Dr. Blaschko gibt uns Aufschluß über die Verbreitung der Geschlechtskrankheiten in den verschiedenen Heeren vor dem Kriege. Die Ziffern stammen zwar aus dem Jahre 1895, doch sind sie bis zum Ausbruch des Weltkrieges nur in absoluter Beziehung zurückgegangen, ihr Verhältnis zueinander ist ziemlich das gleiche geblieben. (220) [Abb.]: Verhältniszahlen über die Ansteckung von Soldaten durch Dirnen, Arbeiterinnen und Bürgerliche (220) [Abb.]: In einem französischen Bordell "Die Sittenpolizei?" - "Nein, der Kommissär möchte ein Glas Wein trinken." Zeichnung von G. Pavis in "Le Rire", 1918 (221) [Gedicht]: A. R. Meyer, der in seinen bekannten "Fünf Mysterien" den Bombenüberfall auf das Krankenhaus in Lousberg dichterisch verwertet, läßt die aus der Haft ausgebrochenen belgischen Dirnen sagen: (221) [Flugblatt]: Aus dem Arsenal des Kampfes gegen Geschlechtskrankheiten im Kriege Sammlung A. Wolff, Leipzig (223) [Gedicht]: Es gab etliche solcher hygienisch-poetischer Produkte, von denen eines hier folgen soll: (224) [Abb.]: Auf Befehl Zeichnung ( - ) [Flugblatt]: Errichtung der Sittenmiliz in Warschau Sammlung A. Wolff, Leipzig (225) [Abb.]: Not kennt kein Gebot Zeichnung aus dem Felde (226) [Abb.]: Scherzpostkarte aus der Kriegszeit Sammlung A. Wolff, Leipzig (227) [Abb.]: Nachtcafé in Konstantinopel "Sag'n Se ma, Herr Kam'rad, haben Se noch mehr solche Angorakätzchen?" Zeichnung (229) [Flugblatt]: Eine vielsagende Bekanntmachung der deutschen Ortskommandantur in Bialystok Sammlung A. Wolff, Leipzig (230) [Flugblatt]: Merkblatt für deutsche Soldaten, herausgegeben von der Sittenpolizei Lodz Sammlung A. Wolff, Leipzig (231) [Abb.]: Die "Gießkannenparade" Zeichnung von L. Gedö, 1916 (233) [Flugblatt]: Die Offensive der Kirche gegen Unsittlichkeit und Hurerei Sammlung A. Wolff, Leipzig (234) [Gedicht]: Wir können es uns nicht versagen, die zwei letzten Strophen des französischen Poems, das den Titel "La saucisse de Strasbourg" (Das Straßburger Würstchen) führt, hier verdeutscht wiederzugeben: (236) [4 Abb.]: Was nach Kriegsrecht verboten ist (1)Auf die weiße Fahne zu schießen (2)Das rote Kreuz nicht zu achten (3)Verträge zu vernichten (4)Die Neutralität zu mißbrauchen Aus "La Vie Parisienne", 1917 (237) [Abb.]: Karikatur von Karl Arnold in "Simplicissimus", 1915 (238) [Lied]: So wurde im besetzten Gebiet ein Gassenhauer gesungen: (239) [Abb.]: Liebeszauber in der Etappe Zeichnung (239) [Abb.]: Schützengrabenphantasie eines französischen Soldaten Unterschrift: "On a tué mon ami" (Mein Freund getötet) (Sammlung Lewandowski, Utrecht) ( - ) [Abb.]: Auch eine Musterung Aus dem Leben in der galizischen Etappe Zeichnung (241) [Flugblatt]: Eine Revanche-Kundmachung der französischen Besatzungsbehörden im Rheinland nach Kriegsende Sammlung A. Wolff, Leipzig (242) [Abb.]: Wo sie sich die Seuche holten Zeichnung aus dem Skizzenbuch des Kriegsteilnehmers J. K. (243) [Abb.]: Soldatenliebchen Zeichnung (244) [Abb.]: "Anale" Feldpostkarte aus dem Krieg Sammlung A. Wolff, Leipzig (245) [2 Abb.]: (1)Im Estaminet Aus der deutschen Etappenzeitung "An Flanderns Küste", 1916 (2)Kirchgang in Flandern Zeichnung von P. Meyer in "Kriegsflugblätter der Liller Kriegszeitung" (247) [Abb.]: Französisches Zeitungsinserat mit der Anpreisung von Heilmitteln gegen Geschlechts- und Harnröhrenkrankheiten für Soldaten (248) [Gedicht]: Der ungarische Lyriker Andreas Ady, in dessen Adern luetisches Blut rann, schrieb beim Ausbruch des Krieges: (248) Achtes Kapitel Die Weiblichen Soldaten des Weltkrieges Russische Kriegerinnen - Die Frauenbataillone Kerenskis - Die Serbin im Kriege - Die Kriegshetze der Engländerin - Verkleidete Französinnen - Versuche deutscher Frauen, sich ins Heer einzuschmuggeln - Irrtümliche Geschlechtsbestimmung - Die ukrainische und polnische Frauenlegion - Das Grab der Unbekannten Soldatin (249) [Abb.]: Die ungarische Frontkämpferin E. K. in feldmäßiger Ausrüstung Nach einer photographischen Aufnahme (249) [Abb.]: Weibliche Hilfstruppen Englands Karikaturistische Zeichnung von Fred Hendrich in "Liller Kriegszeitung", 1916 (251) [Abb.]: Bolschewistische Propagandablätter für die deutsche Front 1917/18 (252) [Abb.]: Ein weiblicher Soldat der russischen Roten Armee, nach ausgiebiger Schändung getötet Aus Ernst Friedrich, Krieg dem Kriege! (253) [Abb.]: Fräulein Jarema Kuz, Kadettaspirant der Ukrainer freiwilligen Ulanenschwadron im österreich-ungarischen Heere Photographische Aufnahme (255) [Abb.]: Schützengrabenzeichnung Sammlung A. Gaspar, Wien (256) [Abb.]: Erotik im Proviantdienst Propagandaplakat der amerikanischen Heilsarmee ( - ) [Abb.]: Eine junge Österreicherin, die als Fähnrich in der polnischen Legion kämpfte, in russische Gefangenschaft fiel und ausgetauscht wurde Photographische Aufnahme (257) [Abb.]: Matrosentänzerinnen in einer französischen Etappenkneipe Zeichnung (258) [Abb.]: Wer ist der Stolz der Kompanie? Wer kennt nicht Künstler-Maxen? Er ist ein Allerwelts-Genie Und macht die tollsten Faxen. Ein Hauptspaß ist es jedesmal Als Bertha in zu sehen; Dem "drallen Meechen" kann im Saal Dann keiner widerstehen. Transvestitische Postkarte, Sammlung A. Wolff, Leipzig (259) [Abb.]: Soldatinnen der amerikanischen Heilsarmee an der Front Photographische Aufnahme (261) [Abb.]: Ukrainische Legionarinnen in der österreichisch-ungarischen Armee Photographische Aufnahme (264) [Abb.]: Das Ideal des weiblichen Soldaten Französisches Wohltätigkeitsplakat von A. Willette Aus der Sammlung des Archives photographiques d'art et d'histoire, Paris (265) [Abb.]: Das letzte Aufgebot Englands Schimpfsalven der Fischweiber- und Suffragetten-Regimenter zur Abwehr von Zeppelinüberfällen Zeichnung von Blix in "Kriegsblätter des Simplicissimus" (267) [Abb.]: Etappe Gent Zeichnung (269) [Abb.]: Serbische Bäuerinnen lernen schießen Photographische Aufnahme (270) [Abb.]: "Stillgestanden!" beim Amazonenkorps Aus "Punch", 1916 (271) [Abb.]: Musterung für das russische Frauenbataillon Russische Karikatur, Sammlung Lewandowski, Utrecht (272) [Inschrift]: Jetzt steht auf ihrem Grab ein Stein, der folgende Inschrift trägt: (272) Neuntes Kapitel Die Homosexualität im Kriege Die Kriegslust der Urninge - Kameradschaft, Freundespaare, Offizier und Diener - Feminine Urninge und Transvestiten - Damenimitatoren im Felde (273) [Abb.]: La désenchantée Transvestitisch polit. Karikatur auf Wilhelm II. Zeichnung (273) [Abb.]: Französisches Fronttheater mit Damendarsteller Aus "Fantasio", 1916 (274) [Abb.]: Das Urteil des deutschen Paris Karikatur von A. Guillaume, "Fantasio", 1915 (275) [Abb.]: Der Damenimitator im Mannschaftszimmer Zeichnung (277) [Gedicht]: Über denselben Wunsch und Drang, ins Heer zu kommen, berichtet in poetischer Form auch ein Gedicht "Die Zurückgebliebenen", dem wir folgendes entnehmen: (278) [Abb.]: Deutsche Etappe im Spiegel der französischen Karikatur Nach einem Gemälde von A. Guillaume, "Fantasio", 1915 (279) [Abb.]: Wilhelm II. im Harem Transvestitische Karikatur von Jean Veber. Erstmals erschienen in "Rire", 1898, dann in "Fantasio", 1917 neuerlich reproduziert (281) [Abb.]: Admiral von Hintze, kaiserlicher Kabinettkurator Zeichnung von A. Barrère in "Fantasio", 1916 (282) [Abb.]: Feldgraue Urninge bei einer Fronttheatervorstellung Photographische Aufnahme Aus der Sammlung des Instituts für Sexualwissenschaft, Berlin (283) [Abb.]: Szenenbild aus Shakespeares "Was Ihr wollt" in der Aufführung im Deutschen Theater in Lille Kriegsflugblätter der "Liller Kriegszeitung", 1916 (285) [Abb.]: Homosexualität in der Kaserne Zeichnung (287) [Abb.]: Heimkehr des Soldaten Zeichnung ( - ) [Abb.]: Französische Soldaten als Damenimitatoren Nach einem Aquarell Sammlung Lewandowski, Utrecht (289) [Lied]: So finden wir in der "Mitauschen Zeitung" folgendes Totenlied: Mein Leutnant (289) [Abb.]: Theater hinter der Front "Fritz, das hast du großartig gemacht, die ganze Kompagnie hat sich in dich verliebt" Zeichnung von P. Stimmel in "Lustige Blätter", 1916 (291) [Abb.]: Französische Soldaten in Frauenkleidern Die drei Poilus sind in dieser Verkleidung aus der Gefangenschaft entflohen Aus dem Archiv des französischen Kriegsministeriums (293) [Abb.]: Soiree in Berlin Auch eine französische Kriegskarikatur (295) [Abb.]: Hinter den Kulissen des Fronttheaters Der Damendarsteller und seine Garderobière Aus "Fantasio", 1917 (297) [Abb.]: Auch die italienische Karikatur stellt feindliche Offiziere gerne als Homosexuelle dar Zeichnung aus "Gli Unni e gli altri", 1915 (299) [Abb.]: Fräulein Feldwebel Zeichnung (300) [Abb.]: "Hände hoch!" Russisch-polnische Scherzpostkarte Sammlung Lewandowski, Utrecht (301) [Abb.]: Für ein Kommißbrot und einen Franc, Lieben wir stundenlang. Lied aus der flandrischen Etappe Zeichnung (303) [Abb.]: Die hübschen Kameraden Postkarte aus dem Jahre 1915 Sammlung Lewandowski, Utrecht (304) [Abb.]: Amerikanische Gäste in Paris Zeichnung ( - ) Zehntes Kapitel Kriegsbordelle Die bordellierte Prostitution im Felde und in der Etappe - "Schwanzparade" - Das Elend der Mannschaftsdirnen (305) [Abb.]: In einem belgischen Bordell Photographische Aufnahme Aus Friedrich Ernst, Krieg dem Kriege! (305) [Flugblatt]: Angebliche deutsche Verordnung, von den Franzosen nach Kriegsschluß mit zweizeiligem Kommentar als Flugzettel im Rheinland verbreitet Sammlung A. Wolff, Leipzig (306) [Abb.]: Die Bordelle der verbündeten Mittelstaaten waren streng getrennt Photographische Aufnahme ("A.-I.-Z.") (307) [Abb.]: Mobiles Feld-Freudenhaus für Offiziere, in einer Art Zirkuswagen untergebracht Photographische Aufnahme ("A.-I.-Z.") (309) [Abb.]: So stellen sie sich daheim vor dem Lebensmittelgeschäft an . Zeichnung von Th. Th. Heine, aus "Kleine Bilder aus großer Zeit" (310) [Abb.]: . und so in der Etappe vor dem Bordell Holzschnitt (311) [Abb.]: Im polnischen Gouvernementsbordell Photographische Aufnahme (313) [Abb.]: Hochbetrieb im belgischen Etappenbordell Zeichnung von Heinrich Zille Mit freundlicher Genehmigung des Neuen Deutschen Verlages, Berlin, aus dem Buche Heinrich Zilles "Für Alle" (314) [Abb.]: Hochbetrieb im belgischen Etappenbordell Zeichnung von Heinrich Zille Mit freundlicher Genehmigung des Neuen Deutschen Verlages, Berlin aus dem Buche Heinrich Zilles "Für Alle" (315) [Abb.]: Preisverzeichnis eines Kriegsbordells (316) [Abb.]: Verstümmelter und Dirne Lithographie (317) [Lied]: Lille, wo einst Karl der Kühne bei seinem Einzug vom Spalier der nackten Jungfrauen der Stadt empfangen worden war und von dem im Weltkrieg das Liedchen gesungen wurde: (318) [Abb.]: Kriegsbordell in Mitau Photographische Aufnahme (319) [Abb.]: "Um Gottes willen, jetzt sollen nur nicht alle meine Negerin verlangen!" Zeichnung von Laforge, aus der französischen Frontzeitung "Le canard enchaîné" (320) [Abb.]: Im Etappenpuff Zeichnung ( - ) [Flugblatt]: Auch wies er auf eine gedruckte Verfügung der Kommandantur hin, aus der besonders der Punkt V augenfällig hervorleuchtet: (321) [Abb.]: Hotel Stadt Lemberg Zeichnung (321) [Abb.]: Aus Kriegsbordellen Zeichnung von George Grosz Mit freundlicher Genehmigung des Fritz Gurlitt Verlages, Berlin (323) [Flugblatt]: Das Militär im Kampf gegen die Unzucht: Maueranschlag aus Grodno, 1915 Sammlung A. Wolff, Leipzig (324) [Abb.]: Finanzielle Verhandlungen Zeichnung (325) [Abb.]: Abendidyll aus der flandrischen Etappe Schattenriß aus der Etappenzeitung "An Flanderns Küste", 1915 Sammlung A. Wolff, Leipzig (326) [Abb.]: Bei der Feldbraut Frontzeichnung (327) [Abb.]: "Vorwärts, Kinder, alle müssen drankommen!" Zeichnung (329) [Abb.]: "Liebst du mich auch?" - "Ja!" - "Wie?" - "Wie deinen ganzen Jahrgang." Zeichnung von M. Motet in "Le Rire" (330) [Abb.]: "Warum hat sie nicht gewollt? Man hat ja zahlen wollen" Politische Karikatur auf die Vergewaltigung Belgiens (331) [Abb.]: Der siegreiche Ersatzreservist Zeichnung (332) [Abb.]: Sandwich pain noir Französische Etappenkarikatur von Anglay in "Fantasio". 1915 (333) [Abb.]: Der Traum von der Abrüstung Zeichnung (334) Elftes Kapitel Etappenprostitution Feldbräute in Ost und West - Liebe für ein Kommißbrot und einen Franc - Estaminets und Teestuben - Krieg, der große Galeotto (335) [Abb.]: In einer galizischen Teestube Zeichnung (335) [Abb.]: Wie er bei den Französinnen Eroberungen macht Französische Karikatur auf den deutschen Etappenoffizier (Zeichner unbekannt) (336) [Abb.]: Die rationierte Kosmetik Französische Karikatur von G. Léonnec, 1918 ( - ) [Abb.]: "Eine Heldin der Front, die kleine Modewarenhändlerin in X an der Z" Zeichnung von S. Sesboné in "Fantasio", 1916 (337) [Abb.]: Die nordfranzösische Etappe im Spiegel des deutschen Humors (339) [Abb.]: Weiblicher Hilfsdienst in dem von Russen besetzten Ostpreußen, 1914 (340) [Abb.]: Der Held vom amerikanischen Roten Kreuz Karikatur von Charles Michel in "Fantasio", 1916 (341) [Flugblatt]: Im übrigen wurden die deutschen Truppenangehörigen, die in Brüssel ankamen, am Bahnhof von einer Warnungstafel folgenden Inhalts empfangen: (342) [Abb.]: Wein, Liebe und Tabak: der Laden im zerstörten Dorf Front-Zeichnung (343) [Lied]: Henel gibt ein in Brügge entstandenes deutsches Soldatenlied wieder: (343) [Abb.]: Die Zivilarbeiterbataillone in der französischen Karikatur "Himmel, meine Töchter!" - "Bah, sie sind wie alle Französinnen - leicht zu entführen!" Zeichnung von H. Grand-Aigle "La Baionnette", 1916 (344) [Lied]: Immerhin sie hier die erste Strophe eines hübschen Liedchens wiedergegeben, das, von einem deutschen Soldaten gedichtet, in der Kriegszeitung des deutschen Marinekorps in Flandern, "An Flanderns Küste", abgedruckt wurde: (344) [Abb.]: Kriegspatin und Patenkind oder das ungleiche Paar Zeichnung von Reb in "Fantasio", 1917 (345) [Abb.]: Titelblatt einer Justament-Nummer der Geheimzeitung "La libre Belgique", die jahrelang in dem von Deutschen besetzten Belgien erschienen und eine wüste Propaganda gegen die Besetzungsbehörden entfaltete (347) [Abb.]: "Det Gequassel immer! Ick hab' hier nischt Verfiehrerisches gesehen" Aus "Liller Kriegszeitung", 1915 (348) [Abb.]: Etappenhumor Zeichnung von C. Arnold in "Liller Kriegszeitung", 1915 (349) [Abb.]: Das Seepferdchen Zeichnung (351) [Abb.]: Gefängnisstrafe für zwei Einwohner von Noyon (Nordfrankreich), die die Offiziere der Besatzungsarmee nicht grüßten Plakat, Sammlung A. Wolff, Leipzig (352) [Abb.]: Die kleine Tänzerin und der große General Bild aus der italienischen Etappe ( - ) [Abb.]: Im Nachtcafé "Hier stelle ich dir meine Milchschwester vor." "Und ich dir meinen Schnapsbruder." Zeichnung von Faye in "Vie de Garnison" (353) [Gedicht]: Nicht ohne Grund klingt im berühmten Vierzeiler der flämischen Dirnen das Lob des deutschen Kommißbrotes mit: (354) [Flugblatt]: Auch ein Beitrag zur Geschichte aller militärischen Besatzungen Sammlung A. Wolff, Leipzig (355) [Abb.]: Im Estaminet Zeichnung eines Kriegsteilnehmers, aus J. C. Brunner, Illustrierte Sittengeschichte (358) [Abb.]: Aus dem Schwarzweißrotblauweißrotbuch: Französinnen flicken die Wäsche der deutschen Krieger Sammlung A. Wolff. Leipzig (359) [Abb.]: "Nu guck mal, also hier darf nichts ruiniert werden!" Aus "Liller Kriegszeitung", 1915 (360) [Abb.]: Der Deutsche zum geknebelten Belgien: "Wir sind die denkbar besten Freunde geworden" Politische Karikatur (361) [Flugblatt]: Dokumentarisches zur Psychologie der militärischen Besetzung Plakat, Sammlung A. Wolff, Leipzig (363) [Abb.]: "Mit Gott für Kaiser und Vaterland" Verlag Viva (364) [Abb.]: Auf der Suche nach Quartier "Mein Mann ist nicht zu Hause und ich habe nur ein Bett für mich." "Tut nichts, wir werden Sie nicht inkommodieren - wir werden eben ein wenig zusammenrücken!" Französische Frontzeichnung (365) [Abb.]: Gesicht und Gesichter der Etappe Photographische Aufnahme, Verlag Viva (366) [Abb.]: Etappe Paris Zeichnung von G. Pavis in "La Vie Parisienne", 1917 (367) [Abb.]: Rumänische Familie, deren weibliche Mitglieder vom Verkauf ihrer Körper an die Soldaten der Besatzungsarmee lebten Photographische Aufnahme, Sammlung A. Wolff, Leipzig (368) [Abb.]: Das Etappenschwein . und sein Pläsierchen Zeichnung ( - ) Zwölftes Kapitel Etappenhengste und Etappenmädel Die Legende vom Front- und Etappenschwein - Die Frauen der besetzten Gebiete und die Eroberer - Belgien unter deutscher Besatzung - Zivilarbeiterbataillone - Die Hilfsdienstdamen - Frauenkrankenhäuser in der Etappe (369) [Abb.]: Aus "Galizien", ill. Beilage der Ostgalizischen Feldzeitung, 1917 (369) [Abb.]: Die Sexualnot in humoristischer Aufmachung Aus "Kriegsflugblätter der Liller Kriegszeitung" (370) [Lied]: Das Etappenschwein (370) [Flugblatt]: Wie leicht man sein Leben verwirkte Plakat aus dem besetzten Rußland Sammlung A. Wolff, Leipzig (371) [Lied]: Nur ist hier der Gegensatz zwischen dem Wohlleben der Offiziere und dem Hundeleben der gemeinen Soldaten krasser herausgearbeitet. Eines diese Lieder lautet in wörtlicher Übersetzung: (372) [Abb.]: Eroberung hinter der Ostfront Photographische Aufnahme (373) [Abb.]: Das Mitglied der Friedenskonferenz: "Ich soll nicht freigebig sein? Soeben habe ich einem völlig Unbekannten den ganzen Libanon, Estland und die östliche Walachei geschenkt!" Zeichnung von A. Faivre in "Le Rire rouge", 1919 (374) [Abb.]: Mehr Dichtung als Wahrheit über das Leben im besetzten Feindesland Postkarte aus der Kriegszeit, Sammlung A. Wolff, Leipzig (375) [Abb.]: Hotelhall in Brüssel Wie der französische Zeichner das Leben in der von Deutschen besetzten belgischen Hauptstadt darstellt Aus "Fantasio", 1915 (376) [Abb.]: Der Etappen-Photograph "So . bitte . jetzt! ." Aus "Simplicissimus", 1916 (377) [2 Abb.]: (1)"Schau, zehn Francs ist nicht teuer." "Ich will nicht widersprechen, aber ich habe nur 10 Centimes." Aus "Vie de Garnision", 1915 (2)Deutsche Postkarte aus dem dritten Kriegsjahr Sammlung A. Wolff, Leipzig (378) [Brief]: Wir lassen die geheime Anweisung der Kommandantur in Lille für Suchpatrouillen, die die Aushebung in die Zivilarbeiterbataillone durchzuführen hatten, folgen: (379) [Abb.]: Liebe im französischen Unterstand Aus "La Vie Parisienne", 1917 (379) [Abb.]: Kinematographische Aufnahme aus 1001 Nacht in der Lichtstadt Aus "La Vie Parisienne", 1916 (380) [6 Abb.]: Der Krieg im Hinterland (1)Vorbereitung zur Offensive (2)Angriff mit brennbaren Flüssigkeiten (3)Der Kampfwagen (Tank) (4)Kleine Detailoperationen (5)Ein nächtlicher Gegenangriff (6)Die Nacht nach dem Sieg Zeichnung von G. Pavis in "La Vie Parisienne", 1915 (381) [Abb.]: "Was mir an Ihrem Beruf am meisten mißfällt, ist, daß Sie jede Nacht Wache schieben müssen" Zeichnung von H. Gazan in "Le Rire rouge", 1916 (382) [Abb.]: Lille, Hauptstadt der nordfranzösischen Etappe und Hauptsitz der Etappenprostitution, nach Einzug der Deutschen Photographische Aufnahme (383) [Abb.]: Flandrische Etappe in Bild und Schrift . Jedoch des Tages höchster Glanz Naht abends, wenn sie geht zum Tanz. Im "Eldorado" Walzer klingen, Matros' und Meisje Tanzbein schwingen. Aus der Etappenzeitung "An Flanderns Küste", 1916 (384) [Abb.]: Der Leichenzug aus Belgien Eine sehr verbreitete Propagandazeichnung ( - ) [Abb.]: Flandrische Etappe in Bild und Schrift . Und bist du gar ein Kavalier, Bringst du die Maid vor ihre Tür, Gibst einige "Totjes" deiner Braut, Sie ist "beschaamd en stief benouwd." Aus der Etappenzeitung "An Flanderns Küste", 1916 (385) [Abb.]: Italienische Postkarte zur Warnung vor Spionen Sammlung A. Wolf, Leipzig (386) [Abb.]: Aus dem Leben eines Fernsprechers Feldgrauer Humor aus "Scheinwerfer", Beilage zur Zeitung der 10. Armee (Wilna) Sammlung A. Wolff, Leipzig (387) [2 Abb.]: (1)Kaffeehaus hinter der alliierten Front Zeichnung von R. Jouenne in "Fantasio", 1918 (2)"Das tut gut, für die kleine Französin zu kämpfen" Zeichnung von Marcel Bloch in "La Baionnette", 1915 (388) [2 Abb.]: (1)Kaffeehaus hinter der alliierten Front Zeichnung von R. Jouenne in "Fantasio", 1918 (2)"Das tut gut, für die kleine Französin zu kämpfen" Zeichnung von Marcel Bloch in "La Baionnette", 1915 (389) [Abb.]: Kriegscafé in einem ungarischen Grenzstädtchen Zeichnung (390) [Abb.]: Eine zusammenfassende Darstellung aller zu Propagandazwecken von der Entente reichlich ausgeschroteten "deutschen Greueltaten" Zeichnung von Townsend in "Punch", 1915 (391) [Abb.]: Friedliche Eroberungen in Feindesland mit Hilfe des allbeliebten Kommißbrotes Szene aus dem Film der Deutschen Universal Film A.-G. nach Remarques "Im Westen nichts Neues" (392) [Abb.]: Fest deutscher Soldaten in Flandern Das Auftreten der Schuhplattler Photographische Aufnahme (393) [Abb.]: "Mein Mann macht mir fürchterliche Szenen, obwohl ich ihm gedroht habe wegzugehen." "Droh' ihm, daß du bleibst." Zeichnung von Haye in "Vie de Garnison" (394) [Abb.]: Auskundschaftung des Terrains Zeichnung von Martin in "La Vie Parisienne", 1918 (395) [Abb.]: Das Spiel im Frauenherzen "Man nehme mehr als vier!" Französische Postkarte (396) [Abb.]: Deutsche Soldaten an einem dienstfreien Sonntag mit ihren russischen Quartierswirtinnen Photographische Aufnahme (397) [Gedicht]: so wollen wir uns von diesen Kriegsopfern mit den Worten verabschieden, die Karl Kraus ihnen in seinem grandiosen Kriegsdrama in den Mund legt: (397) [Abb.]: Soldat und Dirne Federzeichnung von Alfred Kubin Fritz Gurlitt-Verlag, Berlin (398) [Abb.]: Der Hunger zieht durch die Straßen Zeichnung aus dem besetzten Nordfrankreich (399) [Abb.]: Im Wintergarten in Berlin werden Tänzerinnen engagiert Zeichnung von A. Miarko in "Fantasio", 1915 (400) [Abb.]: Der rote Dämon der Etappe Zeichnung ( - ) [Abb.]: Ut J'hann Stuewen sin Franzosentid "Na, Madam, kokt de Kartuffel ok?" "Merci, Monsieur, je ne suis pas très bien portant." "Kick mol, dat Flesch is ok all moeer?" "Oui, oui, Monsieur, c'est la guerre, c'est un malheur." "Dat is schön, denn könn' wi ja bald wat eten." Aus "Liller Kriegszeitung", 1915 (401) [Abb.]: Die Eroberer und die Bevölkerung von Russisch-Polen Photographische Aufnahme (402) [Flugblatt]: Ein Plakat der Besatzungsbehörden in Russisch-Polen Sammlung A. Wolff, Leipzig (403) [Abb.]: Etappe Gent Zeichnung von George Grosz in "Gesicht der herrschenden Klasse", Malik-Verlag (404) [Abb.]: Englische Hilfstruppe im Nahkampf Aus einem lithographierten Heft "War and Women" (405) [Lied]: Trotzdem spricht man oft von der Flucht und neckisch singen die Frauen ein Lied, das im Krankenhaus entstanden ist: (405) [Abb.]: Kriegsromantik im Estaminet Aus der deutschen Etappenzeitung "An Flanderns Küste", 1916 (406) [Lied]: Eine Strophe einer im Hause entstandenen Chanson sagt unverblümt: (406) [Abb.]: Nachtleben in der flandrischen Etappe Nach einem Aquarell (407) [Abb.]: Gruss von der Leipziger Messe! Die grosse Mode 1919 "8 Monate nach Krieger's Heimkehr" (408) Literaturangaben (409) Einleitung, Erstes Kapitel, Zweites Kapitel (409) Drittes Kapitel (409) Viertes Kapitel (410) Fünftes Kapitel, Sechstes Kapitel (411) Siebentes Kapitel (411) Achtes Kapitel (412) Neuntes Kapitel (413) Zehntes Kapitel (413) Elftes Kapitel, Zwölftes Kapitel (414) Inhalt des ersten Bandes (415) Werbung ( - ) Einband ( - ) Einband ( - )
The 6th International Week of Science, Technology and Innovation, is an event organized by Universidad Francisco de Paula Santander Cúcuta and Ocaña, aimed at the academic - scientific community and the productive sectors of the region, whose purpose is the dissemination of the advances in research and extension of institutions of the National and International scope, through research groups and seedbeds, promoting the participation of the productive sectors in research, extension, technological development and innovation activities that strengthen the University - Company - State relationship and the exchange of experiences with researchers from the National and International level. ; La VI Semana Internacional de la Ciencia, Tecnología e Innovación, es un evento organizado por la Universidad Francisco de Paula Santander Cúcuta y Ocaña, dirigido a la comunidad académico - científica y los sectores productivos de la región, cuyo propósito es la difusión de los avances en investigación. y extensión de instituciones del ámbito Nacional e Internacional, a través de grupos de investigación y semillero, promoviendo la participación de los sectores productivos en actividades de investigación, extensión, desarrollo tecnológico e innovación que fortalezcan la relación Universidad - Empresa - Estado y el intercambio de experiencias con investigadores desde el nivel Nacional e Internacional. ; Programación Aplicación de la metodología de valorización del estado organizacional veo asociada al modelo de acompañamiento rural de la escuela de liderazgo, asociatividad y desarrollo comunitario eladc en norte de santander Apoyo a la internacionalización del sector cacao en norte de santander a través de establecer estrategias de posicionamiento y protección de la marca somos cacao s.a.s. con base en las certificaciones requeridas por el gobierno de colombia Costos de producción: innovaciones y prácticas estratégicas de las mipymes manufactureras Cultura y obligaciones tributarias: un análisis en el sector comercial El impacto de marketing digital en la competitividad las empresas del sector de restaurantes en la ciudad de cúcuta y su área metropolitana El manejo de personal ante la actitud hacia el compromiso organizacional en las empresas del sector hotelero de cúcuta colombia Estrategias laborales de utilización del tiempo libre para estudiantes ufps Fundamentos conceptuales de la estrategia en los negocios internacionales: caso café galavis, cúcuta, colombia Modelo de evaluación externa para la cadena de valor de cacao en norte de santander San cayetano, un destino turistico en norte de santander desde el marketing social Sucesión generacional de las empresas familiares. una mirada desde la literatura mototaxism as an occupational alternative to unemployment Lineamientos pedagógicos para la formación del contador público en la gestión ambiental, desde la accion docente Videoclip como herramienta de promoción turística, caso: municipio de arboledas, norte de santander Análisis del rol de las mujeres administrativas en la resolución de conflictos del sector cooperativo en ocaña, norte de santander Diagnóstico de capacidades emprendedoras con enfoque de economia naranja en aprendices sena cedrum Incidencia del uso de las tic en los resultados académicos La nueva competencia geopolítica por el cáucaso sur y sus complejos conflictos internos Análisis socio-económico de las comunidades indígenas y rom reconocidas por la alcaldía municipal de san josé de cúcuta Auditoria forense, técnica esencial en la prevención de contravenciones en el manejo financiero del sector bancario de ocaña Caracterización del desempeño financiero en las empresas del sector hotelero en el municipio de san josé de cúcuta-colombia para los periodos 2014-2017 Certificación halal como estrategia de internacionalización de productos agrícolas de norte de santander El perfil del emprendedor en tiempo de crisis Estandarización de procesos administrativos y operativos en la fabricación de productos textiles bajo el paradigma de los manuales de procedimientos Impacto socio-económico, político y ambiental de los asentamientos humanos en la periferia de la ciudad Inversiones sostenibles: agroecoturismo Representaciones sociales de los modelos gerenciales que poseen los empresarios de los clubes deportivos de fútbol de la ciudad de cúcuta – norte de santander Panorama actual de la educación superior a distancia en iberoamérica Realidad socioeconómica de la población migratoria venezolana en cúcuta Gestión del conocimiento como estrategia competitiva en las organizaciones entre colombia- finlandia Estudios de la inteligencia sobre la educación para la innovación El proceso de enseñanza en las ciencias contables de la ufps-cucuta La innovación como elemento competitivo de las organizaciones de china La economía sostenible como factor crucial de la localización de plantas industriales en colombia Apropiación y construcción territorial campesina en el catatumbo: zona de reserva campesina y territorios agroalimentarios campesinos Caracterización de semillas con especies nativas propias del catatumbo como eje estratégico para la conservación y manejo agroecológico de la zona Evaluación del endocarpio de coco (cocos nucifera) como sustrato en el cultivo de orellana (pleurotus ostreatus) en el municipio de villa del rosario, norte de santander Propiedades mecánicas del adobe mejorado con cal y ceniza volante, como empleo en ladrillos de construcción ambientalmente sostenible en tierra Reconstrucción de series de tiempo de precipitación mensual en clima tropical Estructura de los escarabajos coprófagos en la evaluación del estado de conservación en el bosque seco del jardín botánico jorge enrique quintero arenas de la universidad francisco de paula santander ocaña Calidad del agua en la producción de las unidades piscícolas en los municipios del zulia, san cayetano y villa del rosario Comparación de sistemas de evaluación seminal en el parámetro de motilidad (sca® versus imagej®) en semen porcino Diagnóstico de sistemas de producción caprino en el área metropolitana de cúcuta (norte de santander) Efecto de diferentes niveles de inclusión de harina de chachafruto (erythrina edulis), sobre el desempeño productivo y la sobrevivencia de juveniles de cachama negra (colossoma macropomum) Elaboración y caracterización fisicoquímica de la harina de banano bocadillo (musaaa simmonds) Estandarización de diferentes concentrados de sucrosa. en la vitrificación de semen ovino Evaluación de la viabilidad de semillas de capsicum annuum usando la prueba de tetrazolio Identificación de factores que han conllevado a la disminución del rebaño caprino en el área metropolitana de cúcuta Integración de datos georreferenciados, multiescala y multidisciplinares para caracterizar espacialmente la respuesta fenotípica del caballo criollo de la orinoquía La apicultura como estrategia de conservación de la biodiversidad y alternativa productiva de la ganadería doble propósito con uso de sistemas silvopastoriles del bosque seco tropical Uso de la analítica de datos en el estudio epidemiológico de la fiebre aftosa. aplicación en el departamento del cesar Conservación del caballo criollo de la orinoquía y desarrollo de una línea de caballo de tropa para el ejército nacional de colombia Determinación de la edad óptima de pastoreo para la estrella africana (cynodon plectostachyus) en un sistema lechero tropical. Diseño de una planta de producción de células bhk-21 para la obtención de la vacuna leucemia felina vlfe usando superpro designer Efecto del concentrado autólogo de plaquetas en las velocidades espermáticas en semen ovino Evaluación de la funcionalidad del almidon de arracacha (arracacia xanthorrhiza) en galletas tipos finas Evaluación de los impactos ambientales derivados de la actividad de minería de arcilla o carbón a partir de una propuesta metodológica Evaluación ex ante de un proyecto de conservación y desarrollo a partir de "pseudognaphalium" (vira vira) en bogotá-colombia Impacto de los extremos de variabilidad climática en la comunidad de macroinvertebrados acuáticos en el cauce principal del río pamplonita en el periodo (2000 – 2014) Impactos agropecuarios en el catatumbo ocacionados por la conflictividad social pre-factibilidad de la producción de bioplástico a partir de almidón extraido de cáscaras de platanos por fermentación aerobia del hongo rizophus oryzae Validación de la metodologia para la estimacion de la biomasa total de la vegetacion arborea de la comuna 9 del municipio san josé de cucuta Simulación de un bioproceso a escala industrial para la producción del hongo medicinal ganoderma lucidum mediante la herramienta computacional superpro designer Simulación mediante cfd de la hidrodinámicagenerada por una turbina rushton a diferentes velocidades de agitación en fluidos no-newtonianos Sensibilidad de plantas de tomate a salinidad por nacl y fusarium oxysporum Evaluación de las propiedades fisicoquímicas, microbiológicas y organoléptica de de cupcakes apartir de moringa stevia y cocoa. Aislamiento e identificacion de cepas nativas productoras de exopolisacaridos a partir de productos autoctonos arnr 16s como herramienta aplicada en la caracterización molecular de géneros y especies de bacterias Aspectos a tener en cuenta en el proceso de vigilancia epidemiologica relacionada con el riesgo biológico Biodegradabilidad y toxicidad de lixiviados de rellenos sanitarios tratados por fotocatálisis heterogénea, usando tio2 en un colector parabólico compuesto Concentración de cultivos microalgales empleando un electroflotador open-access . Efecto de la altitud y tamaño de explotaciones ganaderas sobre aspectos productivos y reproductivos en la region sur-occidental de norte de santander Efecto de la fuente de carbono en un proceso de fijación biológica de nitrógeno utilizando efluentes piscicolas Estimación de la huella hídrica verde y azul en la producción de caña de azúcar (saccharum officinarum) orgánica. caso de estudio: zona centro del valle del cauca Estrategias de adaptación al cambio climático y de prevención ante la ocurrencia de desastres socio-naturales a partir de la percepción de los habitantes del municipio chitagá Evaluación de dos fuentes de calcio sobre parámetros de calidad de cascara del huevo en reproductoras cobb avian 48 en condiciones comerciales Evaluación de la capacidad de biorremediación de aguas postconsumo de piscicultura mediante el uso de microalgas y cianobacterias Evaluación de la toxicidad de extractos de plantas medicinales contra spodoptera exigua Evaluación de un sistema de riego automatizado para el control de humedad en el proceso de compostaje Evaluación del bienestar animal en proyecto piscicola de la universidad francisco de paula santander ocaña Evaluación del sistema de tratamiento agua potable san fernando – eficiencia y calidad Identificación del potencial agroindustrial del municipio de tibú desde indicadores del desarrollo sostenible Inducción de genes pr1 y mpk1 asociados a resistencia en papaya inoculada con prsv Medición del bienestar animal en el aprisco de la granja experimental de la universidad francisco de paula santander ocaña, mediante el protocolo welfare quality® Medición del bienestar animal en el sistema de producción avícola de la granja experimental de la universidad francisco de paula santander ocaña ufpso, mediante el protocolo welfare quality® Microorganismos rizosféricos asociados al ciclo del carbono en el cultivo de arroz, norte de santander Potencial biotecnológico de una cepa de oscillatoria sp termotolerante para la producción de colorantes Protocolo de cosecha y determinacion de metabolitos de interes industrial en microalgas Protocolo para el mantenimiento de cepas y escalamiento en la producción de microalgas de interés industrial Protocolo para la bioprospección eficiente de microalgas y cianobacterias termotolerantes Protocolo para la extracción de ficobiliproteínas (apc, c-pc, pe) de cianobacterias termotolerantes Sostenibilidad y responsabilidad social: factor determinante de buenas prácticas en el sector microempresarial, ocaña-colombia Tratamiento de aguas contaminadas con glifosato utilizando electrocoagulación Elaboración de yogurt funcional a partir de remolacha (beta vulgaris) y leche ultrasonificada Solución por métodos numéricos de la ecuación del calor asociada a la transferencia térmica en polímeros Caracterización mineralógica de material arcilloso de la formación guayabo a diferentes por difracción de rayos x Impacto de la interdisciplinariedad en las investigaciones científicas Análisis descriptivo de las concepciones sobre storytelling en matemáticas Historia de las vías férreas de cúcuta, en el currículo de matemática financiera Impacto del programa jóvenes en acción en la formacion inicial de educadores en matematicas Efecto de la velocidad de centrifugado sobre las propiedades anticorrosivas de los recubrimientos de bismuto-titanio obtenidos vía sol-gel en sustratos de 316l Análisis térmico, ftir-atr y frx de nidos de avispas de colombia Comportamiento térmico de las cenizas de carbón provenientes de la combustión en hornos colmena y su potencial uso como nutriente tecnológico en la elaboración de bloques cerámicos extruídos Factores actitudinales de los estudiantes que inciden en la enseñanza del calculo diferencial bajo el enfoque ontosemiótico Variables críticas que condicionan la competitividad de la cerámica artesanal en norte de santander bajo la dinámica de su cadena productiva Evaluación en laboratorio del grado de infección de burkholderia glumae en semillas de arroz Valores y servicios ambientales de los árboles urbanos desde el enfoque de la purificación del aire Análisis del recurso solar y eólico en tres zonas específicas del departamento de norte de santander Desarrollo experimental de mezclas para la obtención de materiales compuestos de suelo cemento y residuos de demolición, conformados a través de prensa manual: una alternativa para la sostenibilidad a partir del reuso de materiales de construcción La participacion y el dialogo en la construccion de paz territorial Medición de la calidad y eficacia de la participación ciudadana en el catatumbo con aplicación de la metodología siriri (alianza ufpso-fip) Aprendizaje basado en problemas (abp) para el desarrollo de competencias científicas en biología Objetivos para garantizar la efectividad del principio de oportunidad en colombia El exodo transfronterizo: y el cambio en las dinámicas sociales, economicas y politicas -municipio de cúcuta-san antonio (estado táchira) Módulo de refugio temporal madera pet + acero reciclado: ensambles mpet+ar Factores asociados a las pruebas saber 11° en las instituciones educativas del municipio de pamplona Análisis del cumplimiento del enfoque de gestión responsable desde la perspectiva de los sistemas de gestión de calidad y ambiental Estudio comparativo de la aplicación de tecnologías colaborativas en el desarrollo de ambientes de aprendizaje Evaluación del ova big toy, herramienta para la enseñanza del ingles en niños de primaria Imaginarios sobre ciudadanía de frontera: un abordaje desde las distintas miradas de los sectores sociales que convergen en la ciudad cúcuta El uso de las tic y su inclusión en las prácticas pedagógicas de los docentes del programa de enfermería ufps Caracteres multiculturales e intuicionistas del emprendimiento en la ciudad fronteriza san josé de cúcuta y los signos de enfoque diferencial para la administración local Hipótesis normativa para una eficaz protección del medio ambiente en colombia Narrativa visual de la migración de venezolanos, caso: puentes internacionales francisco de paula santander y simón bolivar Incorporación de los sistemas educativos lego y fischer technik como recursos de juego didácticos en la enseñanza de la matemática en grados séptimo del colegio isidro caballero delgado del municipio de floridablanca en santander colombia El concepto de inclusión en la educacion superior: acciones demostrativas y buenas prácticas. caso de estudio, institución francisco de paula santander Animación digital como herramienta para el aprendizaje de niños con discapacidad auditiva, caso: cuentos y fábulas infantiles Estrategias de intervención en el proceso "enseñanza de la historia" museo casa natal del general francisco de paula santander Software educativo para el apoyo del aprendizaje de la asignatura fundamentos de programación Las nuevas dinamicas de la movilidad humana en la frontera colombo-venezolana caso: venezolanos El uso de instagram como herramienta de branding en las empresas de calzado en norte de santander Percepciones de los migrantes fronterizos sobre su representación mediática en los contenidos informativos emitidos por canales de televisión nacionales La arcilla y su influencia en la arquitectura representativa del sector centro como elementos de identidad de la ciudad de san josé de cúcuta Reconstrucción de la memoria histórica en el catatumbo a partir de la producción audiovisual sobre la masacre de santa inés, vegas de motilonia y planadas el 24 y 25 de diciembre de 2004 Análisis del contexto del aula para fortalecer las habilidades integradas en inglés como lengua extranjera a través de la enseñanza basada en tareas en el grado séptimo de la institución educativa integrado juan atalaya Eficacia de la ley 1561 de 2012 para otorgar títulos de propiedad al poseedor material de bienes inmuebles urbanos y rurales y sanear la falsa tradición en el municipio de cúcuta De la práctica y la investigación a los syllabus en ingeniería. Una experiencia de actualización permanente de la cátedra. La investigación formativa como desafío en la educación superior. caso: semillero de investigación en mantenimiento – universidad francisco de paula santander Práctica pedagógica de los docentes y las competencias y procesos matemáticos de los estudiantes en educación media y superior: alineación mediante un modelo de ecuaciones estructurales Factores que influyen en el bienestar y satifaccion en la vida de los inmigrantes en la zona de frontera Desde el enfoque socio crítico: el restablecimiento de los derechos de los estudiantes en condición de víctimas de las instituciones educativas del municipio de san josé de cúcuta, norte de santander 2018-2019 Vacíos de protección y riesgos psicosociales en el marco de la migración venezolana: un análisis desde lo documental Incidencia en la seguridad personal frente a la regulación de los delitos informáticos en la universidad de pamplona sede villa del rosario Estrategia socioeducativa para la prevención del dengue en el municipio de los patios Permanencia académica en un grupo de estudiantes de la universidad francisco de paula santander Las barreras en el acceso a la justicia para las mujeres victimas del conflicto en norte de santander. El caso de la fundación myriam castrillón Comisiones de la verdad y derecho a la verdad en la jurisprudencia de la corte interamericana de derechos humanos La incidencia de las dinámicas urbanas y territoriales en la transformación de la ciudad. el caso de la avenida 1 éste de la ciudad de san josé de cúcuta La comunicación como acción de motivación-productividad en las organizaciones Rendimiento académico en matemáticas y objetos interactivos de aprendizaje-oia Implicaciones sociales del celular en la vida cotidiana de los jóvenes universitarios Estudio de la compactación con calor aplicada sobre fardos de paja para el diseño de soluciones constructivas estructurales Consulta popular minera y competencias de las entidades territoriales (muncipios) La pérdida de oportunidad en la responsabilidad médica del estado Derechos humanos y resocialización en colombia: una cuestión de política criminal Modelo pedagógico transdisciplinario en las carreras de ciencias administrativas y económicas: un cambio de paradigma Una mirada a las concepciones sobre la formación docente: programa de licenciatura en educación infantil. Corporación universitaria minuto de dios – Colombia Análisis de la percepción que presentan los docentes, administrativos y estudiantes de la universidad de pamplona sobre la rsu en sus ejes: campus responsable, formación profesional y ciudadana, gestión social del conocimiento y participación social Transformaciones de la dinámica de familias venezolanas asistidos por la propuesta la casita solidaria Construcción de cultura y territorio en el municipio de tibú por jóvenes víctimas del conflicto Percepción de la discriminación por razones de orientación sexual en estudiantes de trabajo social en la ufps cúcuta Catálogo arquimod (ver lo que hemos sido capaces de hacer) Excepción de inconstitucionalidad frente a la conservación de la supremacía constitucional en colombia Energía renovable para la población vulnerable del barrio el paramo en el municipio villa del rosario estudio de la eficacia de la defensa ejercida por los defensores publicos en los procesos penales en el municipio de villa del rosario análisis desde el principio del enfoque diferencial de las mujeres trabajadoras sexuales migrantes en el municipio de cúcuta y zona de frontera niños y niñas migrantes en zona de frontera e inclusión en las instituciones educativas en el municipio de san jose de cùcuta análisis jurisprudencial en relación de los derechos humanos en la población migrante venezolana región del catatumbo: almas atrapadas entre las memorias del olvido y el dolor población migrante entre fronteras analisis de la transculturación y adaptación de los migrantes venezolanos en el municipio de san josé de san josé de cúcuta realidad fronteriza e impacto social de la migración de población venezolana en el municipio de san josé de cúcuta. (2016-2018) el impacto de la salud pública en las mujeres migrantes de venezuela en estado de gestación en el municipio san josé de cúcuta en el año 2016-2019 liderazgos de las mujeres gramaloteras a partir del proceso de reasentamiento al nuevo casco urbano formación de conciencia política en la niñez juguemos por la igualdad saberes de los yerbateros sobre medicina tradicional en el municipio de cúcuta durante el primer semestre del 2020 la restitución de tierras como reparación transformadora en la construcción de paz 437 estrategia educomunicativa para la prevención del acoso escolar en el colegio instituto técnico patios centro 2-sede patios centro uno uso de la guadua para viviendas de interés social frente a sistemas constructivos tradicionales en la ciudad de cúcuta heterotópia de género: reflexiones desde las mujeres trabajadores informales avances teórico-metodológicos del estudio de factores asociados a los resultados de las pruebas saber pro en los estudiantes de ingenieria civil de la ufps reconstrucción de memoria histórica de las mujeres desplazadas en el barrio ciudad rodeo, cúcuta, mediante la elaboración de un monumento representativo optimización estructural y arquitectónica desde lógicas topológicas a soluciones constructivas de arquitectura en tierra reconstrucción de memoria histórica a través de la creación del libro de relatos para narrar las experiencias de vida de las mujeres víctimas del conflicto armado residentes en el barrio ciudad rodeo, cúcuta-colombia estado del arte de instrumentos de evaluación sobre estilos de aprendizaje en publicaciones científicas internacionales protección a los derechos colectivos y del ambiente en villa del rosario y cúcuta frente a la emisión de agentes contaminantes por el transporte público responsabilidad estatal frente a la vulneración de los derechos humanos a mujeres víctimas de violencia sexual en el conflicto armado interno en colombia mineria tradiconal una mineria especial proteccion laboral a pastores y religiosos revisión de literatura sobre computación cuántica aplicada propuesta de un laboratorio steam bajo el enfoque industria 4.0 en la ufps sistema de control de un estacionamiento basado en tecnología rfid comparacion de momentos flectores producidos por carga gravitacional en losas de concreto reforzado armadas en dos direcciones obtenidos por diferentes metodos de analisis prototipo para la adquisición de señales cardiacas aplicaciones alternativas ambientalmente sustentables del carbón de norte de santander recubrimientos de dioxido de titanio mediante rf-magnetron sputtering sobre sustratos geopolimericos a base de metacaolines automatización de un sistema hidropónico nft para la optimización de la producción de hortalizas de hoja en la casa rural villa fonseca del municipio de salazar de las palmas n. de s. herramientas y algoritmo para la identificación de personas con procesamiento de señales cálculo del valor de variación del asentamiento de consolidación por efecto de modificación de cargas estructurales en zona de amenaza sísmica alta. caso de estudio: san jose de cucuta, colombia diseño e implementación de un banco para la detección de fallas en motores trifásicos mediante el uso de inteligencia artificial estudio comparativo de modelos empíricos para el cálculo de la evapotranspiración potencial en la región andina colombiana diseño y analisis de transductores fotonicos para aplicaciones de biosensado extracción de características sobre regiones de interés en mamogramas digitales adaptación de una bacteria nativa compatible con acidithiobacillus ferrooxidans y acidithiobacillus thiooxidans para desulfurar carbón a nivel de laboratorio análisis de variables ambientales para el diseño de circuitos de medición para sistemas solares fotovoltaicos análisis de un escenario de radio sobre fibra como propuesta para soportar los requerimientos de la red 5g software de reconocimiento facial para el control de acceso del personal a los laboratorios de investigación del programa de ingeniería de sistemas de la universidad francisco de paula santander prototipo de un panel modular compuesto a partir de calcín y grafeno, para la configuración arquitectónica de una envolvente pivotante captadora de energía diseño del sistema de riego auto-suficiente y sostenible para zonas verdes en la universidad francisco de paula santander, mediante el uso del software arduino y labview modelo dinámico lineal y no lineal de un dedo robótico para una prótesis de mano modelación y simulación hidráulica de las zonas de desbordamiento de la quebrada tanauca mediante hec-ras en la provincia de pamplona, norte de santander diseño, desarrollo e integración de un chatbot en organizaciones para la mejora en la atención usando inteligencia artificial como servicio en la nube diseño de protesis transfemoral mecanica graduable responsabilidad social empresarial como estrategia de impulso al emprendimiento e innovación en la ciudad de san josé de cúcuta condiciones de vulnerabilidad del contexto socioeducativo de la región del catatumbo que inciden en el aprendizaje de las matemáticas percepción social de estudiantes con discapacidad auditiva y sus docentes sobre la educación inclusiva en una universidad privada de cúcuta el deporte como una herramienta para la construcción de paz territorial en el pos-acuerdo de paz, en cúcuta zeolitas sódicas y potásicas a partir de cenizas volantes provenientes de la combustión del carbón de la termoeléctrica termotasajero s.a.s estudio para la viabilidad de una zona franca en áreas del posconflicto en el municipio de ocaña, norte de santander estudio sobre el impacto del consumo de energía en las ips de san josé de cúcuta desde el análisis del plan de uso eficiente de ahorro de energía implementado tratado de integración progresista de asociación transpacífico (cptpp) evolución e implicaciones para colombia dentro del contexto de inversión aplicación de un sistema de realidad virtual para la práctica en los procesos de importación y exportación en los estudiantes de comercio internacional de la ufps oportunidad de los supermercados y almacenes de cadena instalados en cúcuta por la crisis venezolana la efectividad de la legislación y desarrollo reglamentario en el progreso fronterizo cucuteño situación actual de la zona franca-cucuta como alternativa de productividad para la generacion de empleo las buenas prácticas para la internacionalización de la miel de abeja de asoarimaan oferta exportable del municipio de teorama del departamento de norte de santander como alternativa para el desarrollo socieconómico retos y oportunidades del sector agricola de norte de santander en el mercado asiatico plan de internacionalización para la miel producida por la asociación asoarimaan del corregimiento buena esperanza, municipio de cúcuta comercio internacional de norte de santander y santander frente a las políticas comerciales colombianas después de la salida de venezuela de la comunidad andina de naciones entre 2006-2018 caracterización del sector mipymes formal e informal de la ciudad de san josé de cúcuta evaluación de las propiedades fisicoquímica del caliz de la physalis peruviana (uchuva) en la elaboración de ungüento antiinflamatorio establecimiento de un cultivo de scenedesmus sp en fotobioreactores de 2 l para la producción de carotenoides de interés comercial a partir de efluentes piscicolas análisis de la tasa de cambio en la cobertura natural presente en la ronda hídrica del río pamplonita en su paso por el casco urbano del municipio de cúcuta microencapsulación mediante secado por aspersión del aceite contenido de las hojas de mora (rubus glaucus) diseño experimental para la cuantificación de biomasa aérea a partir de ecuaciones alométricas en ecosistemas de bosque muy seco tropical, sometidos a baja intervención antrópica validacion del software open casa, sperm motility track v. 1.0 y bgm de imagej en semen de porcino evaluación del efecto de la composición del medio de cultivo sobre la propagación in vitro de híbridos de phalaenopsis determinación de la calidad fisiológica de la semillas de linum usitatissimum l. utilizando el test de tetrazolio pisum sativum un bioindicador eficaz para evaluar el efecto citotoxico del hipoclorito de sodio factores de riesgo relacionados con la adherencia al tratamiento en pacientes con hipertensión arterial, centro de salud once de noviembre calidad de vida del cuidador informal del paciente con alzheimer de la clínica stella maris de cúcuta en el primer semestre del año 2019 percepción de la eutanasia en docentes de la universidad francisco de paula santander durante el segundo semestre del 2019 diseño y aplicación de un programa de intervención en seguridad y salud en el trabajo, basado en los factores de riesgos laborales, en salones de belleza / peluquerías de cúcuta 2019 autoconcepto en adolescentes una mirada desde la migración - ii semestre de 2018 y i semestre de 2019 construcción de un sistema automatizado para conformar equipos de trabajo definición de los parámetros para el diseño de un prototipo clasificador de tipos de mente beneficios del pensamiento triádico en los estudiantes de ingeniería mecánica de la universidad francisco de paula santander, ocaña identificación del tipo de mente de los estudiantes de primer semestre de ingeniería civil mediante el pensamiento tríadico en la universidad francisco de paula santander ocaña límites a la libertad de prensa en el municipio de ocaña, norte de santander dificultades de aprendizaje alrededor del algebra elemental en estudiantes de octavo grado actitudes y creencias de estudiantes de matemáticas y su correlación con el uso de las tic análisis de optimización topológica aplicada a espacios arquitectónicos. diseño desde la teoría de grafos enseñanza del concepto de derivada: una propuesta desde la ingeniería didáctica fortalecimiento del programa de prevención de la violencia escolar e intrafamiliar a través de la ejecución del proyecto mediadores en resolución de conflictos perteneciente a la casa de justicia barrio la libertad en las instituciones educativas simón bolívar y misael pastrana borrero de san josé de cúcuta incidencia en la seguridad personal frente a la regulación de los delitos informáticos en la universidad de pamplona sede villa del rosario política de participación social en salud (ppss) desde las competencias ciudadanas como herramienta para la gestión pública de programas y servicios de la e.s.e hospital universitario erasmo meoz representaciones gráficas de una función, ¿ayuda o problema en los jóvenes universitarios? una mirada al contexto penitenciario de las fuerzas militares, estudio de caso: trigésima brigada del ejército nacional de colombia (brigada treinta) felicidad y autoestima como bases esenciales para el desarrollo personal de los estudiantes del colegio universitario san carlos factores que influyen en el bienestar y satifaccion en la vida de los inmigrantes en la zona de frontera estrés laboral en las madres cabezas de hogar vinculadas al comercio informal en cúcuta norte de santander diseño de un estetoscopio digital para el análisis de taquicardia supraventricular analisis de calidad en el ciclo combinado buscando aprovechar el calor residual y control de agentes contaminantes analisis de estructuras de disipacion de energia para mitigar el impacto producido por flujo de avalanchas análisis del desempeño mecánico y de porosidad de una matriz de concreto reforzado con diferentes porcentajes de fibras de tereftalato de polietileno (pet) reciclado caracterizacion de las curvas de un motor de ignicion por compresion a diferentes factores de operación caracterizacion de sistemas de desarrollo esp32 para adquisicion de datos caracterización termo-física y mecánica de un cemento geopolimérico a base de cenizas volantes para diferentes relaciones si/al control de conmutación de baterías para un sistema de carga y descarga elaboración de un pan funcional a partir de harina de centeno (secale cereale) con adición de cúrcuma (curcuma longa) evaluación de la eficiencia de un sistema de refrigeración que opera con distintos refrigerantes evaluación de las propiedades mecánicas, morfológicas y estructurales de tabletas cerámicas con y sin recubrimiento de magnetita usando proyección térmica oxiacetilanica prototipo de cerradura electrónica para el control de acceso mediante huella dactilar y rfid prototipo electrónico para la actualización del sistema de desarrollo "de lorenzo dl3155e24" recubrimientos de poliestireno postconsumo para modificacion de tension superficial 547 rediseño y simulación del rodete y los alabes de la turbina pelton de la universidad francisco de paula santander sistema de cultivo hidropónico semiautónomo diseño e implementación de un sistema de caracterización de un transistor fet con interfaz gráfica de usuario en matlab sistema integrado de desplazamiento entre zanjas basado en sistemas embedidos diseño e implementacion de un sistema de caracterización de dispositivos electrónicos de tres terminales para la medición de la capacitancias internas cπ y cμ caracterización de genes productores de proteasas y quitinasas de hongos entomopatógenos aislados de suelo a caracterización fisicoquimica del raquis de palma de aceite para su aplicación en el uso de nuevos productos agroindustriales efecto de la adición de concentrado autólogo de plaquetas sobre las subpoblaciones espermáticas en semen ovino remocion de coliformes totales y fecales presentes en agua mediante la aplicación de nano particulas de plata tratamiento de aguas contaminadas con glifosato utilizando electrocoagulación utilización de tierras diatomáceas recicladas de la industria cervecera como medio de transporte de macronutrientes estandarización de procesos administrativos y operativos en la fabricación de productos textiles bajo el paradigma de los manuales de procedimientos factores de apoyo social en los pacientes con trastorno bipolar, episodio depresivo sin síntomas psicóticos, en una clínica de la ciudad en el último trimestre del año 2018 selección de un nuevo material refractario determinación del efecto de los fragmentos de bosque urbano sobre el co2 producido por las fuentes móviles en el municipio de ocaña norte de santander desarrollo de una mezcla asfáltica reciclada (rap) en cúcuta analisis comparativo de los tipos de pretratamientos usados en el bagazo de la caña de azúcar diseño de un modelo de gestion de logistica inversa en el sector de muebles en la ciudad de san jose de cúcuta y el área metropolitana identificación de la avifauna, tomando como criterio taxonómico el canto influencia del uso del grano de caucho triturado (gcr) sobre la resistencia bajo carga monotónica en una mezcla drenante caracterización morfológica y térmica de cerámica plastica modelado de la gestión del conocimiento en docencia universitaria empleando dinámica de sistemas desarrollo de un sistema de supervisión de las variables de temperatura, presión y humedad en un biodigestor con el fin de visualizar el balance de energía de la ufpso diseño de la estrategia de control de una celda electrolítica para producir hho como combustible complementario desarrollo de un sistema automatizado para el banco de prueba de soldadura mig modelo numérico de detección de fugas para sistema de tuberias evaluación de un sistema de comunicaciones óptico modulado en desplazamiento de fase empleando multiplexación por división de frecuencia estrategias de producción limpia para las empresas del sector cerámico del área metropolitana de cúcuta aplicación móvil de reconocimiento óptico de caracteres (ocr) en el proceso de tabulación de registro de información de la asociación de padres de hogares comunitarios de bienestar familiar de la comuna siete de san josé de cúcuta análisis de volátiles en el proceso de fermentado de cacao, mediante el uso de una matriz multisensorial o nariz electrónica para el control de calidad del producto en norte de santander cúcuta procesamiento de datos implementado python para identificar clúster asociados a muestras de cacao seco sano e infectado con monilia en norte de santander análisis de la estructura intelectual y la evolución de la investigación en el concepto de universidad inteligente: un análisis bibliométrico modelado 3d aplicado a las plantas del vivero de la universidad francisco de paula santander ocaña análisis y control de humedad del suelo a través de un sistema soportado por sensores en el jardín botánico "jorge quintero arenas" de la universidad francisco de paula santander ocaña portable energy: desarrollo de un multigenerador eléctrico portátil a base de energía fotovoltaica y energía cinética efecto de la polaridad del solvente durante la electrodeposición de asfaltenos de petroleo extrapesado colombiano en presencia de un campo magnético y nanoparticulas magnéticas determinación del índice de compresión a partir de propiedades de plasticidad en los suelos cohesivos residuales de la ciudad de ocaña, norte de santander modelo dinámico lineal y no lineal de un dedo robótico para una prótesis de mano análisis y modelación del transito vehicular en las intersecciones semaforizadas de la avenida 10 del municipio de los patios, colombia gestion del alcance en proyectos de desarrollo de software desarrollo de una aplicación web para la asignación de citas, historias clínicas y facturación utilizando la metodología cmmi (capability maturity model integration) para el hospital de los patios técnicas de medición y análisis del fenómeno de envejecimiento en asfaltos y mezclas asfálticas análisis técnico y económico para evaluación de pavimento flexible entre método convencional y nueva tecnología desarrollo de un sistema embebido configurable para la adquisicíon y monitoreo de un proceso termico – neumatico utilizando una plataforma raspberry pi métodos para la recuperación de aceites lubricantes automotrices usados: revisión del estado de arte propuesta metodologica para la optimizacion de la producción en pequeñas empresas mineras de carbon en norte de santander diseño de un sistema de perfilación de férulas mediante el escaneo 3d de muñeca, brazo y tobillo para fines de impresión 3d evaluación de parámetros mecánicos y de durabilidad de una mezcla asfáltica tipo mdc-19 con inclusión de chamota como reemplazo en agregados de 3/8" simulación computacional del proceso de alivio de tensiones residuales en cilindros para glp identificación del tipo de mente de los estudiantes de primer semestre de ingeniería civil mediante el pensamiento tríadico en la universidad francisco de paula santander ocaña desarrollo e implementación con herramientas tecnológicas de la información y comunicación (tic) para dar solución a requerimiento a diferentes sectores empresariales recuperación de oro desde minerales refractarios auroargentíferos usando una bacteria nativa químicamente compatible con acidithiobacillus ferrooxidans bancas paramétricas [diseño generativo de mobiliario] validación del modelo matemático de una bomba centrífuga barnes de 0.25 hp análisis de componentes principales en cromatogramas para diagnósticar cáncer de próstata análisis de las redes neuronales artificiales en función de base radial para ser empleadas en la extracción de bordes de imágenes aéreas análisis y estimación de la radiación solar en la ciudad de cúcuta usando estadística inferencial aplicación web para la administración de la infraestructura de red y telecomunicaciones del campus central de la universidad francisco de paula santander en la sede cucuta determinación del índice de compresión a través de las propiedades de plasticidad de los suelos de la ciudad de ocaña, norte de santander caracterización del docente y el estudiante de educación superior en la planificación, dinámica de la clase y evaluación caracterización física y funcional del intercambiador de calor con fines de detección y diagnostico de fallos competencias gerenciales de los gerentes de las empresas de del sector ladrillero de villa del rosario como ventaja competitiva comunicación vía bluetooth para la emulación del control de un sistema de iluminación en proteus professional 8.1 a través de una aplicación móvil desarrollo de un prototipo mecatrónico con realimentación háptica para un simulador de actividades de entrenamiento de la cirugía laparoscópica en animales caninos diagnóstico y análisis del impacto social del uso de dos tipos de infraestructura de vivienda de tipo horizontal en poblaciones vulnerables caso de estudio, cúcuta, colombia diseño de envolventes arquitectónicas paramétricas diseño de un sistema de emulación de movimiento robotizado de mano de bajo costo diseño de un sistema de medición de material particulado mediante un vehículo aéreo no tripulado diseño de un sistema de percepción del impacto de choques mecánicos y golpes en el cerebro dureza de recubrimientos de si-ti-zr fabricados por la técnica de sol-gel sobre sustratos de aluminio aa2024-t3 efecto del número de reynolds sobre la relación de coeficientes aerodinámicos de un aerogenerador sin aspas amplificador electrónico portátil con energía solar para el análisis de la variabilidad de la frecuencia cardiaca en campo estimación de la radiación solar utilizando redes de neuronas artificiales autoreparación del concreto y el impacto en el futuro de las construcciones evaluation of the use of biomaterials for the manufacture of biodegradable films alternatives for critical points of vehicular accident according to statistical analysis estudio de patología para la rehabilitación del teatro juan atalaya en san josé de cúcuta, colombia estudio de seguridad vial mediante la implementación de comparendos por medios técnicos y tecnológicos en la autopista san antonio, villa del rosario, colombia evaluación estimada de derrames de crudo ocasionados por acciones subversivas al oleoducto caño limón coveñas experiencias significativas en los procesos de movilidad académica en un programa de ingeniería industrial factores de riesgo de la desercion estudiantil del programa de ingenieria industrial en una universidad publica gerencia creativa para el desarrollo del marketing social gestión del riesgo frente a movimientos telúricos en construcción de edificaciones en san josé de cúcuta impacto socioeconómico y nivel de emprendimiento en los graduados de un programa de ingeniería industrial la educación inclusiva y las tecnologías en las prácticas pedagógicas medición de parámetros en líneas de transmisión con sistemas embebidos metodología del cálculo de la exergía en la chimenea de una caldera pirotubular de 10bhp metodología para la selección de perfiles aerodinámicos de aerogeneradores a bajo número de reynolds microstructure and morphology of wc-18co coatings obtained by thermal spray by flame modelo de simulación de eventos discretos, para mejorar los tiempos de espera en los servicios de urgencias de un hospital público modelo matematico de un intercambiador de calor tipo tubo y coraza pbx ip como herramienta de integración de servicios de comunicaciones para la ufps basado en las mejores prácticas de itil percepción empresarial del impacto de los trabajos de grado desarrollados por un programa de ingeniería industrial en el área metropolitana de cúcuta plataforma web para la gestión de protección y adopción de animales en condición de calle en la ciudad de cúcuta y su área metropolitana predicción del precio del petróleo mediante redes de neuronas artificiales propuesta de mejoramiento de las zonas de estacionamiento vehicular y de motos de la ufps cúcuta empleando simulación prototipo para control de asistencia académica de manera remota con tecnología rfid resistencia a la compresion de concretos con adicion parcial de polietileno de alta densidad simulación bidimensional del flujo de aire sobre un perfil aerodinámico sg6043 a bajos números de reynolds mediante la simulación computacional simulación de un alabe de aerogenerador para bajas potencias y velocidades software de registro de asistencia usando mecanismos de hardware libre con comunicación nfc "agile sheduling" generación automática de la planificación de la entrega "release planing" asignación de historias de usuario a los desarrolladores usando algoritmos genéticos la tecnología una alternativa creativa en el proceso enseñanza- aprendizaje en los deportes sobre ruedas caracterización espectroscópica y fisicoquímica de la gulupa passiflora edulis sims de la provincia de pamplona, norte de santander asociación entre el conocimiento de los factores de riesgo y las condiciones de salud vocal en docentes universitarios ansiedad, depresión y autoconcepto en mujeres diagnósticadas con cáncer de mama autoconcepto en adolescentes una mirada desde la migración - ii semestre de 2018 y i semestre de 2019 estilos de vida en jóvenes estudiantes de fisioterapia de dos universidades de bucaramanga, colombia diseño y aplicación de un programa de intervención en seguridad y salud en el trabajo, basado en los factores de riesgos laborales, en salones de belleza / peluquerías de cúcuta 2019 impacto del programa cuidado de enfermería a las puérperas y su recién nacido egresados de una institución de salud del municipio de cúcuta decálogo de seguridad vial para la disminución de los riesgo en los usuarios viales en una empresa ubicada en la intervención pedagógica mediada por las tics en la enseñanza y el aprendizaje del cuidado de personas con enfermedad crónica cuidado humanizado de enfermería desde la experiencia de los pacientes: metasíntesis en búsqueda de la humanización de la unidad de cuidados intensivos nivel de conocimiento sobre sífilis gestacional en mujeres gestantes que asisten a la unidad básica de comuneros, en el segundo trimestre del año 2019 la espiritualidad de los cuidadores en el contexto de la alta complejidad memoria histórica en los trabajadores de salud en la zona del catatumbo, un abordaje desde la bioética para la deliberación descripción del uso tradicional de plantas medicinales en el mercado del municipio de sardinata, norte de santander prevalencia de molestias osteomusculares y calidad de vida laboral en el personal de enfermería de un centro quirúrgico de la ciudad de cúcuta en el primer semestre de 2019 perfil cognitivo de los pacientes con trastorno afectivo bipolar activo y en remisión en el hospital mental rudesindo soto en el segundo trimestre del 2019 perspectiva del cuidador entrenado en pacientes con enfermedad renal cronica desde tres dimensiones estado serológico igg e igm frente a toxoplasma gondii y factores de riesgo relacionados, en gestantes de primer trimestre atendidas instituciones de salud de cúcuta, colombia análisis dimensional del riesgo percibido por la exposición a radiaciones ionizantes del activo intangible del sector salud ; International scientific commiteeI Prof. Ricardo Santiago Puca Molina Universidad Nacional de la Patagonia Austral, Argentina Prof. William J. Ugarte Guevara Universidad de Uppsala, Suecia Prof. Antoni Bosch Pujol Universidad Autónoma de Madrid, España Prof. Libardo Flórez Villamizar Universidad Pedagógica Experimental Libertador, Venezuela Prof. Jimmy Jefferson Túllume Salazar Gerente General - ICACIT / Coordinador IEEE YP Region 9, Perú Prof. Maura Olivia García Pineda Universidad Tecnológica de Querétaro, México Prof. Carlos Humberto Sierra Becerra Universidad Autónoma del Estado de Morelos, México Prof. Ramona Moliné Escanilla Institute of Audit and IT-Governance Prof. Anderson Sandoval Amador Universidad Nacional del centro de la provincia de Buenos Aires, Argentina Prof. Ely Dannier V. Niño Basque Center on Materials, Applications and Nanostructures (BCMaterials), Leioa, Spain; Fundation of Researchers in Science and Technology of Materials, Colombia. ; National scientific commitee Prof. Octavio Andrés González Estrada Universidad Industrial de Santander, Bucaramanga Prof. Fredy Humberto Vera Rivera Universidad Francisco de Paula Santander, San José de Cúcuta Prof. Oscar Javier Rodríguez Riveros IEEE Colombia / Universidad de San Buenaventura, Bogotá D.C. Prof. Elkín Gélvez Almeida Universidad Simón Bolívar, San José de Cúcuta Prof. José José Barba Ortega Universidad Nacional de Colombia, Bogotá D.C. Prof. Hugo Fernando Castro Silva Universidad Pedagógica y Tecnológica de Colombia, Tunja Prof. Nelson Afanador García Universidad Francisco de Paula Santander seccional Ocaña ; Organizing commitee Universidad Francisco de Paula Santander- UFPS Jhan Piero Rojas Suarez Olga Marina Vega Angarita Judith Del Pilar Rodriguez Tenjo Liliana Marcela Bastos Osorio Nydia María Rincón Villamizar Mawency Vergel Ortega Edwin Alberto Murillo Ruiz Giovanni Mauricio Baez Sandoval Gloria Esperanza Zambrano Plata Jessica Lorena Leal Pabón Marling Carolina Cordero Díaz Andrea Cacique Dixon Alirio García Carrillo Universidad Francisco de Paula Santander - Seccional Ocaña Torcoroma Velasquez Perez Ana Melissa Rodríguez Chinchilla Lady Sánchez Jácome Nelson Fernando Gaona Díaz Didier Camilo Gaona Sánchez ; 6th ed
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
In the present essay, I will examine the traces of coexistence between the Muslim and Christian world in architecture and literature, using the examples of the mezquita, or 'mosque', and the most important novel of Spain, Don Quixote of la Mancha (1605;1615) by Miguel de Cervantes Saavedra. This study incorporates an interdisciplinary approach that utilizes historical, literary, and architectural methods to explain the dual function of the margin— its architectural function in the Mosque and its narrative function as used in specific chapters from Cervantes's novel. Furthermore, I will show how the architectural margin of the wall of the mosque was familiar to Cervantes's readers who lived in Spain and this familiarity allows Cervantes to exploit the metaphorical meaning of the literary margin as architectural margin. A metaphor establishes an equivalency between a pair of images; the best-known example of which belongs to Ezra Pound, the founding leader of Imagism (1912-1923). This is a school of poetry that endorsed clarity of expression and simplicity through the use of precise visual imagery. The best known metaphor is Pound's own, in which faces are compared with petals in the poem, "In a Station of the Metro": The apparition of these faces in the crowd: Petals on a wet, black bough. Through his architectural and literary metaphor, Cervantes covertly expresses his personal beliefs about multiculturalism that could not be directly expressed for fear of censorship by the Inquisition. ; Winner of the 2020 Friends of the Kreitzberg Library Award for Outstanding Research in the Senior Arts/Humanities category. ; In the Margins of Literary and Architectural Discourse: A Comparison of Arabic Commentary in Cervantes's Don Quixote and Moorish Architectural Inscription Pablo Picasso: Don Quixote, August 10, 1955. Internet: Public Domain Alexandra Parent SP 415: Seminar on Don Quixote Professor Stallings-Ward 28 February 2020 1 Introduction The history of the Iberian Peninsula is a rich one, filled with influences from the entire European and Asian continents over time. When we think about Spain, there is one defining factor that distinguishes her from the rest of Europe: the presence of racial, ethnic and religious influence from Africa, and, resulting therefrom, a unique moment in world history: the confluence of three major world religions in one geographical place. Christianity, Judaism, and Islam once flourished side by side in mutual tolerance and economic interdependence in the Andalusian region of southern Spain, known as 'Al-Andalus,' in the High Middle Ages. Tolerance of others who are different, as Maria Rosa Menocal points out, is the underpinning of this unique historical coincidence and the essential component for the development of science, philosophy, medicine, urbanization, and hence trade and commercial prosperity.1 The Jews and Christians of Muslim Andalusia flourished economically and culturally under the Umayyad, whose dynasty (661-750) was transplanted from Damascus to Cordoba by Abd al-Rahman (756- 1031) after a civil war between two rival Caliphates. These three religions borrowed language and architecture from one another leaving traces of their coexistence, not surprisingly, within the architecture and literature of Spain. In the present essay, I will examine the traces of coexistence between the Muslim and Christian world in architecture and literature, using the examples of the mezquita, or 'mosque', and the most important novel of Spain, Don Quixote of la Mancha (1605;1615) by Miguel de Cervantes Saavedra. This study incorporates an interdisciplinary approach that utilizes historical, literary, and architectural methods to explain the dual function of the margin— its architectural function in the Mosque and its narrative function as used in specific chapters from Cervantes's 1 Menocal, The Ornament of the World. 2 novel. Furthermore, I will show how the architectural margin of the wall of the mosque was familiar to Cervantes's readers who lived in Spain and this familiarity allows Cervantes to exploit the metaphorical meaning of the literary margin as architectural margin. A metaphor establishes an equivalency between a pair of images; the best-known example of which belongs to Ezra Pound, the founding leader of Imagism (1912-1923). This is a school of poetry that endorsed clarity of expression and simplicity through the use of precise visual imagery. The best- known metaphor is Pound's own, in which faces are compared with petals in the poem, "In a Station of the Metro": The apparition of these faces in the crowd: Petals on a wet, black bough.2 Through his architectural and literary metaphor, Cervantes covertly expresses his personal beliefs about multiculturalism that could not be directly expressed for fear of censorship by the Inquisition. My essay is divided in three sections. In the first section, I will present a historical overview of Muslim presence in the Iberian Peninsula. In the second section, I present a survey of Muslim Architecture in Andalusia based on the results of a photographic study of architecture I did while visiting Spain during study abroad. I survey the presence of Muslim architecture found throughout Andalusia, placing particular emphasis on the function of the margin in the design of the walls of the mosque reserved for the calligraphy that features citations of scripture from the Holy Koran. The margin, although small in size compared to the rest of the entire structure of the mosque, is as I will show, actually the most important part of the mosque. In the third section of my essay, I analyze the literary margin treated in the episode of the lost manuscript in Volume I: Chapters Eight and Nine of Cervantes's Don Quixote. I will look at 2 Judith Stallings-Ward, Gerardo Diego´s Creation Myth of Music: Fábula de Equis y Zeda. London: Routledge, 2020, 175. 3 the coexistence of the Christian and Arab writers in Cervantes's Don Quixote. The collaboration between Cervantes and Cide Hamete Benengeli allows Cervantes to establish a metaphor between the architectural margin of the mosque and the literary margin of the manuscript as the place for covertly expressing his esteem for multiculturalism and his condemnation of the expulsion of the Moors by national decree; a ploy he uses to escape censorship by the Inquisition. The play with spatial perspective (margin vs center) and the severance of the manuscript (with the lost section recovered in the market of Toledo) establishes the architectural and narrative metaphor that recalls the physical and cultural coexistence between Muslims and Christians valued by Cervantes. In addition, I examine how Cervantes extends this metaphor to also evoke the rupture of that coexistence through expulsion of the Moors, which Cervantes believed broke the backbone of the country. Part I: Historical Overview of Muslim Presence in the Iberian Peninsula The invasion of the Iberian Peninsula began with one young man named Abd Al- Rahman, the son of the Arab family ruling Damascus in the east—the Umayyads. However, during a civil war, his family was massacred, and his escape left him the sole survivor. He fled through North Africa into Cordoba where he began to establish himself as the Caliph, or ruler.3 After the Visigoth monarchy fell, Muslim control dominated the Iberian Peninsula. From 711 through 1492, Islamic society had a long and profound presence on shaping Spanish culture until the Christian kings unified the country. By 716, almost all of Iberia, with the exception of the far northwest and mountainous regions, was under Muslim control and the province was name 'Al- Andalus'. By naming the country in this manner, it directly opposes the 'Hispania' title that the 3 BBC Worldwide Learning, The Moorish South: Art in Muslim and Christian Spain from 711-1492. 4 Romans gave the peninsula, foreshadowing the enmity between the religions of Islam and Christianity.4 Abd Al-Rahman sought to recreate his cultural roots here in Iberia. The peninsula was dominated by the Umayyad dynasty, who had no affiliation to the eastern Muslim dynasties at the time, and were met with little to no resistance from the small groups of Christians still living in the peninsula. As demonstrated in Figure 1, the conquering forces came through Northern Africa and thus were also comprised of Berber forces from that region. By 741, there were approximately 12,000 Berber forces, 18,000 Arabs, and 7,000 Syrians entering through the Southern tip of the peninsula. This totaled anywhere from 4,000,000 to 8,000,000 living in the Iberian Peninsula at the time.5 6 Islam and Christianity under Islamic Rule By the mid eighth century, the population of Iberia had grown exponentially and became more diverse both racially and religiously. Although Muslim forces had conquered what remained of the Visigoth territories and established themselves as the dominant, ruling power, a 4 O'Callaghan, A History of Medieval Spain, 91. 5 Phillips and Phillips, A Concise History of Spain. 6 Alchetron.com. "Umayyad Conquest of Hispania - Alchetron, the Free Social Encyclopedia," August 18, 2017. https://alchetron.com/Umayyad-conquest-of-Hispania. Figure 1: Depiction of the route of Abd-Al Rahman and the subsequent conquests of the Muslim Empire. From Internet: public domain.6 5 majority of the population living in Iberia was still Christian. This undoubtedly posed issues for the Moorish rulers who practiced Islam. As a result, conversion became a necessity for Christians. It is important to distinguish between the upper and lower class when discussing the notion of conversion. Many Visigoth royalty, nobles, and influential families saw it in their best interest to convert and to do what they could to join the new rulers in an effort to pursue political advantages.7 Yet, the majority of Iberia was home to lower class Hispano-Roman Christians who converted out of survival. Despite this, many of the people in this situation retained their Christian faith while adopting Muslim customs like learning Arabic so as to appease the rulers. The name given to these people are mozárabes, or 'Mozarabs', meaning 'Muslim-like'.8 A Christian writer noted the following about Christians living under Islamic rule in 854: Our Christian young men, with their elegant airs and fluent speech, are showy in their dress and carriage, and are famed for the learning of the gentiles; intoxicated with Arab eloquence they greedily handle, eagerly devour, and zealously discuss the books of the Chaldeans (i.e. Muhammadans), and make them known by praising them with every flourish of rhetoric, knowing nothing of the beauty of the Church's literature, and looking down with contempt on the streams of the Church that flow forth from Paradise ; alas ! The Christians are so ignorant of their own law, the Latins pay so little attention to their own language, that in the whole Christian flock there is hardly one man in a thousand who can write a letter to inquire after a friend's health intelligibly, while you may find a countless rabble of kinds of them who can learnedly roll out the grandiloquent periods of the Chaldean tongue. They can even make poems, every line ending with the same letter, which displays high flights of beauty and more skill in handling metre than the gentiles themselves possess.9 It is evident from this passage that the Christians admired the Arabs for the type of civilization they created. The Mozarabs recognized that the Arabs had something to offer them in terms of literature, character, and even language. This demonstrates that on some level, there was an 7 Phillips and Phillips, A Concise History of Spain. 8 Phillips and Phillips. 9 Alvar, Indiculus luminosus; quoted from Arnold, The Preaching of Islam; A History of the Propagation of the Muslim Faith, 137-138. 6 acceptance of Muslim culture and practices which set the foundation for the incorporation of Islamic architectural styles and writing styles to be continued after the Christians' reconquering of Iberia. Christian Kingdoms and "La Reconquista" When the Muslim forces conquered Iberia, they were not able to infiltrate the regions in the north. These regions were not seen as an apparent threat because they were isolated, poor, and not heavily populated, so the Moors did not make a vigilant effort to convert or control these Christians.10 However, the Christian states organized themselves into kingdoms and solidified their control in northern Spain by the mid-twelfth century before moving into Southern Spain during the fourteenth and fifteenth centuries. The progression of the Christian kingdoms' conquests can be seen in Figure 2. 11 At the height of the reconquest, there were seven individual Christian kingdoms within the peninsula: Asturias, Galicia, Aragon, Navarre, Leon, Castile, and Valencia. Each of these kingdoms had their own struggles trying to gain territory, power, and recognition. The Kingdom 10 Phillips and Phillips, A Concise History of Spain, 55. 11 "Reconquista+General.Jpg (1600×914)." Accessed February 19, 2020. http://4.bp.blogspot.com/- ofiGywz891k/TzynBPnsc7I/AAAAAAAAAok/ECNzH3rSp3E/s1600/Reconquista+General.jpg. Figure 2: Timeline of the Christian King's Reconquest of the Iberian Peninsula. Internet: public domain.11 7 of Navarre was largely under the control of the French to the north and did not have much to do with the conquering of other Spanish Christian kingdoms, let alone taking a stance on combating the Arab south. However, not only were the Christian kings working to overthrow the Islamic caliphate and reconquer Iberia from the Muslims, they were all vying for control amongst themselves. In the tenth century, Alfonso III expanded into the regions of Galicia and Leon slowly gaining more territory and strengthening his Christian kingdom to combat the Moors. The kingdoms of Castile and Leon unified in 1085 and then under the kingship of Alfonso VI, they conquered Toledo.12 Toledo is situated where the Moorish Al-Andalus and the Christian kingdoms of Castile and Leon border each other, so the conquering of Toledo was a push in the right direction for the Christian kings' ultimate goal of expelling the Moors from Spain. In the northeast, Alfonso I of Aragon began consolidating his power and conquered Zaragoza by 1134, and joined with Barcelona in 1137 to form the Kingdom of Aragon. By this point, the Muslim empire was facing many issues in trying to run their territories and were slowly losing their sphere of power in the south. King Fernando III of Castile was able to penetrate Al-Andalus and conquer the Andalusian cities of Cordoba and Seville in the mid-thirteenth century. So, when the two kingdoms of Aragon and Castile prevailed over their Christian counterparts, they were left with only the Emirate of Granada as their last steppingstone to banish Muslim rule from the peninsula. King Fernando II of Aragon and Queen Isabella of Castile married in 1469 and this consolidated the royal authority of Spain.13 In January of 1492, the city of Granada fell to the Spanish forces and this ended the 780 years of Muslim control in the Iberian Peninsula. This was the final act of La Reconquista and the beginning of the age of Los Reyes Católicos or 'The Catholic Kings.' King Ferdinand and Queen 12 Phillips and Phillips, 306. 13 Phillips and Phillips, 116. 8 Isabela ruled into the first few years of the sixteenth century, which is marked as the beginning of the Spanish Inquisition—a judicial institution that was used to combat heresy in Spain. Islam and Christianity under Christian Rule Islam first began to submit to Christian rule during the period when the Christian kingdoms were all building up their states and conquering each other in the eleventh century. When Toledo was captured in 1085, allowing the Muslims to stay was crucial to the economic stability and the intellectual advancement of Christian society.14 With the expulsion of the Moors came the expulsion of their religion and began the institution of Christianity, more specifically Catholicism. The immediate issue that the church saw after the reconquest of Spanish cities was the need to introduce their ecclesiastical structure, so they began to assign bishops to these major cities in addition to creating two new ecclesiastical provinces.15 This rapid organization and dispersion of the Catholic religion in previously Islamic territories was not good news for those Muslims still living in Spain after the reconquest. The Christians could not simply expel the Muslims because in some places they made up the majority of the population and were an integral part of the economy for the country.16 Muslims who continued to live under Christian ruler adopted the name mudéjares or 'mudejars' in English. This name is derived from the Arabic word mudajan meaning 'permitted to remain' with a colloquial implication of 'tamed or domesticated.'17 Ironically, the same way the minorities were treated under Islamic rule, to include Christians, was now how the Muslims were treated under Christian rule. The Mudejars would practice their religion, law, and customs in addition to being permitted to continue their 14 Watt, A History of Islamic Spain, 150. 15 O'Callaghan, A History of Medieval Spain, 488. 16 Watt, A History of Islamic Spain, 151. 17 Watt, 151. 9 craft so long as they paid a tax. It was not uncommon for these minority groups to distinguish themselves by dressing differently and even inhabiting different quarters of town. During the thirteenth and fourteenth centuries, a period known as the Mudejar age, it is evident that there is a culture common to both Christians and Muslims, and that coexistence, to the point of assimilation, was possible. However, it is important to note that the Christians, being the dominant power, were selective in what they chose to assimilate. The most evident piece demonstrating assimilation is the artistic productions, both architecturally and literarily. It was obvious that incorporating the Muslims into society was necessary and beneficial, but towards the end of the fifteenth century, economic disparages were becoming obvious and the Mudejars were the wealthier of the two groups. This jealousy and animosity led to a growing prejudice of Mudejars and once Ferdinand and Isabella unified the peninsula, they turned this prejudice into policy. The previous flirtation of religious tolerance was coming to an end, but due to the policy written for the surrender of Granada, many people of Islamic faith were briefly safe in 1492, so these religiously intolerant policies attacked other groups, namely the Jewish factions of the country. This period of brutal intolerance is known as the Inquisition, and it drastically influenced Spanish society for the years to follow, to include Miguel de Cervantes's Don Quixote of La Mancha. Part II: Survey of Muslim Architecture in Andalusia Moorish architecture is something that when one sees it, they know it. It is a mixture of oriental and occidental to create a recognizable and unique form of architecture. There are certain staple architectural features that help make this style so well-known and are also the features that other cultures adopt simply because of their beauty. Some of these features include 10 stone parapets with Islamic crenellations, horseshoe windows and doors, towers sometimes evoking a minaret, domes, arches, slender pillars, and many of these features were typically constructed with alternating colors of yellow and red brick and stone.18 The following figures demonstrate these architectural features. 18 Kalmar, "Moorish Style: Orientalism, the Jews, and Synagogue Architecture," 73. Figure 4 (above): The series of arches and horshoe shaped doors. Taken by Alexandra Parent in the Royal Alcazar in Seville, Spain. January 31, 2018. Figure 5 (below): The classic Islamic crennelations and attention to detail that characterizes all of Islamic architecture. This is also exemplatory of the domes that were utilized in Moorish architecture. Taken by Alexandra Parent at the Royal Alcazar in Seville, Spain. January 31, 2018. Figure 3: The slender pillars and open courtyards. Taken by Alexandra Parent at the Alhambra in Granada, Spain. February 23, 2018. Figure 6: The Torre del Oro or Tower of Gold located in Seville, Spain. Exemplifies the use of towers and minarets in Islamic architecture. Taken by Alexandra Parent in Seville, Spain. April 12, 2018. 11 19 These features are apparent throughout all the everyday buildings within the cities of Al- Andalus, but they also came together to make great, exceptional buildings. One in particular is the Great Mosque in Cordoba. This was built when the religion of Islam was only a century old, so it is renowned as one of the first mosques ever built. This mosque is truly grandeur in architectural style in addition to sheer size. In Islamic faith, it is forbidden to depict Allah, or any religious figure, so the traditional methods of using a painting to inspire religious awe was not possible, thus allowing for architecture to take its place. As seen in Figure 7, the rows of archways are seemingly never ending and absolutely uniform. 20 The architectural margin of the mosque (Fig 8 and Fig 10.D), which Cervantes metaphorizes with the annotation of Dulcinea written on the margin in Don Quixote, refers to the most important part of the mosque: the inscriptions. In the Islamic religion, as aforementioned, worshipping any idols or to depict Allah, Muhammad, or any other important religious figures 20 "The Mosque-Cathedral of Cordoba (Spain)." Accessed February 19, 2020. https://www.turismodecordoba.org/the-mosque-cathedral-of-cordoba-spain. Figure 7: The Great Mosque located in Cordoba, Spain. Known for the uniformity and neverending archways and pillars. From Internet: public domain.20 12 through paintings are prohibited. So, the role of the inscriptions becomes the most important and revered part of the mosque much like the depiction of Jesus on the cross is worshipped by Christians. This is because the inscriptions are the holy words of the Koran. The phrase most 21commonly inscribed in these architectural margins are 'only Allah is victorious.' The metaphor Cervantes makes between the architectural and literary margin is developed to a second degree with the handwriting in the margin of the manuscript being Arabic calligraphy. This can be compared to the inscriptions in the architectural margin of the mosques, which are also written in Arabic calligraphy. This type of writing is very distinct from Western modes of writing because the purpose of Arabic calligraphy is "no como un medio utilitario de 21 Fernando Aznar, La Alhambra y el Generalife de Granada. Monumentos, 12. Figure 10: Architecture of the Mosque21 (from left to right and top to bottom): A) ataurique B) interlacing decoration C) calligraphy in the margin of the wall with scripture "Only Allah is Victorious". Also shown in Fig 11. D) horseshoe arc E) muqarnas F) half horseshoe arcs G) arc with muqarnas H) column with crowned capital Figure 8 (above): The horsehoe shaped windows and use of alternating colors and very detailed crennelations. The Arabic calligraphy can be seen above the windows. Taken by Alexandra Parent at the Alhambra in Granada, Spain. February 23, 2018. Figure 9 (above): Fig 8 on a closer scale to better see the calligraphy 13 comunicación entre los hombres sino como un medio sagrado de comunicación entre Dios y los hombres," meaning, it is not like a utilitarian means of communication between humans, but rather a sacred means of communication between God and men.22 This type of calligraphy that Arabs place in the margins of their mosques obviously have religious value and is called caligrafía cúfica or 'Kufic calligraphy' as is shown in Figure 11. 23 The text written in Arabic calligraphy in the margin of the wall of the mosque is epigrafía. It is present in all mosques and throughout the royal palace known as La Alhambra in Granada. As Fernando Aznar explains, "El texto tiene gran importancia en la decoración. Frases que ensalzan a Alá, o que hace referencia a las bellezas del lugar donde se encuentra, ditando a veces a los constructores de cada zona, se reparten por todos los muros de la residencia real."24This quote says that text has great importance in the decoration of the buildings, and that the phrases that praise Allah, or that refers to the beauties of the place where Allah is located, are all throughout the royal palace. It amplifies the important role that language has in religious symbols. 22 "La Caligrafía Árabe." 23 "Arabic Inscription." Alamy. Accessed February 24, 2020. https://www.alamy.com/stock-photo-arabic-inscription- carved-in-a-palace-wall-of-the-alhambra-in-granada-17181753.html. 24 Fernando Aznar, La Alhambra y el Generalife de Granada. Monumentos, 12. Figure 11: An example of Kufic calligraphy. The style of the Arabic writing in this image is classically used in Islamic mosques to state the word of Allah from the Holy Koran. This is the architectural margin. From Internet: public domain.23 14 Moorish Architectural Influence Under Christian Rule As the Christians slowly began organizing themselves into kingdoms and conquering Moorish cities in Al-Andalus, two incredibly different cultures met each other. As previously stated, an assimilation of sorts was taking place by the Christians who were adopting Islamic practices and other elements of their culture. Architecture was one of these elements that Christian rulers not only preserved, but in some cases built from bottom up utilizing these inherently Moorish styles. Using the example of the Mosque of Cordoba, it is important to note that in the middle of this Islamic prayer hall, there is something unknown to Islam; a Catholic Cathedral (Fig. 12, 13, and 14). This addition was made in the sixteenth century after the Moors were abolished from Iberia. The rulers who erected this cathedral demolished the central columns in order to make room for the Christian edifices, however, Charles V recognized the gravity of this action and how it drastically changed the ambiance and historical significance of this architectural feat. This cultural vandalism by the Christians is symbolic of the enforcement and imposition of their religion onto a different group of people. This theme is also apparent in the literary works of the sixteenth and seventeenth centuries to include Don Quixote of La Mancha by Miguel de Cervantes. Figure 12: Located in the middle of the Great Mosque of Cordoba. Christian, gothic architecture meeting with Islamic architectural styles. Taken by Alexandra Parent. January 31, 2018. 15 An example of Mudejar work is the Cathedral of Seville, built after the demolition of a mosque, in order to increase the power of the Christian rulers. The architectural style of the building is very European and gothic with high vaulted ceilings and stained glass.25 As a statement piece for Christianity in former Islamic Spain, it is not expected for one to find traces of Moorish architectural influence, but there is. The Cathedral was built by Christian architects, so there was no lack of qualified Christian craftsmen, however there are qualities inherently Moorish that make its way into this grand architectural achievement. As depicted in Figure 15, the high altar in the Cathedral is adorned in so much detail that it mimics the Moorish tendency to not leave any blank space. The incessant ornamental decoration style that was a part of Islamic Spain bled into and permeated traditional Christian and European styles of architecture making its way into the very soul of Christian craftsmanship. Although the Christian Spanish rulers 25 BBC Worldwide Learning, The Moorish South: Art in Muslim and Christian Spain from 711-1492. Figure 13 (right): Christian altar located in the middle of the Great Mosque of Cordoba in Spain. Taken by Alexandra Parent. January 31, 2018. Figure 14 (left): Example of Christianity inserting itself into Muslim architecture. Taken by Alexandra Parent. January 31, 2018. 16 erected this cathedral as a statement to assert their religious dominance, the Moorish aesthetic had already made its way into the minds of the architects of that era. In addition to this, the minaret attached to the Cathedral of Seville, La Giralda (Figure 16), is evidence of this as well. The construction of this minaret concluded in 1568 and is the twin tower to the city of Marrakech. Having begun construction in 1184, La Giralda is host to the visible mixing of Moorish and Christian culture. Through the stonework, inscriptions, and different styles used, La Giralda is evidence of this assimilation of cultural and architectural practices. 26 Perhaps the most notable architectural feat in regard to Moorish influence on Christianity is seen in the Real Alcázar, or Royal Alcazar. At first glance, it is a very distinct Moorish-looking building in terms of architecture; it contains the classic Moorish archways, courtyards, crenellations and pillars (Fig 17 and 18), so it would be reasonable to conclude that it was 26 "Cathedral of Seville. Aerial View." Accessed February 24, 2020. https://seebybike.com/blog/must-see-cathedral-and- alcazar-of-seville/cathedral-of-seville-aerial-view/. Figure 15 (right): The altar located inside the Cathedral of Seville. Known for it's incredulous detail and extravagant style that is suspected to be a result of lingering Moorish influences. Taken by Alexandra Parent. January 31, 2018. Figure 16 (left): An aerial view of the Cathedral of Seville. It includes many influences of Morrish architecture to include the large tower known as La Giralda, the minarets all over the building, and the many domes that make up the cathedral. From Internet: public domain.26 17 constructed under Islamic rule. However, Christian king Peter of Castile, also known as Peter the Cruel, commissioned the Alcazar as his royal palace in the fourteenth century. He made the Alcazar identical to the architectural stylings of the Spanish Middle Ages. So, the question arises as to why a Christian ruler would deliberately choose Islamic decoration? The answer is that it comes down to power. By appropriating the Islamic art and traditional expressions, the Christian ruler projects a sort of authority over the minority subjects.27 The Moorish expressions of wealth and power are understood differently than traditional Europeans, so by creating something that the Muslim population would recognize as powerful, Peter the Cruel wielded a sort of power over the Mudejars. 27 Fernández, "Second Flowering: Art of the Mudejars." Figure 17 (left): The courtyard of the Royal Alcazar. Despite being built by a Christian king, it has many, if not completely full of, influences from Islamic architecture. Note, the pillars, the archways, the courtyard, the crennelations. Taken by Alexandra Parent. January 31, 2018. Figure 18 (right): The Royal Alcazar in Seville, Spain. This wall has both Christian and Islamic influences. Note the differences between the lower floor and the second floor of the archways. The bottom is much more functional and plainer, like traditional Christian architecture whereas the top portions are much more detailed and colorful such as depicted by Islamic architecture. Taken by Alexandra Parent. January 31, 2018. 18 Part III: The Literary Margin Treated in the Episode of the Lost Manuscript in Volume I: Chapters Eight and Nine of Cervantes's Don Quixote When reading Don Quixote, the reader is frequently taken off the main narrative path involving the adventures of the main characters, the knight and his squire Sancho Panza, and led down secondary narratives involving encounters with characters who interrupt the main narration with tales of their own stories of love, captivity, and triumph. The complexity of the narrative shows the novel to be an amalgam of many different short novels, much like the way of the river Amazon, which is fed by many smaller rivers, at the heart of which is Cervantes's parody of books of chivalry. Nevertheless, the one unchanging constant is the way the novel opens a window onto the life and times of the man who wrote it. Cervantes's novel reflects his lived experience rooted in multicultural society whose heterogeneity was the source of Spain's economic and agricultural well-being. Cervantes saw the well-being of his country destroyed by the Hapsburg dynasty's religious intolerance and persecution of minorities who did not convert from their Jewish or Muslim faith. Cervantes himself was of Jewish ancestry. His father was a surgeon, a vocation known to be practiced by Jews. Cryptic references to his Jewish ancestry appear in the portada, or cover page of this novel. For example, the phrase from the book of Job—after darkness light is hoped for—and references to their inability to worship on the Sabbath appear in the first chapter of the novel; a day when the Jewish population must be in duelos and quebrantos, or 'pain and suffering'. While a student, Cervantes was arrested and ordered to have his right hand cut off for allegedly shooting a man who had insulted his sisters. Cervantes escaped punishment by fleeing to Italy from where he joined the Holy League (an alliance among the Vatican, France, and Spain) in the Battle of Lepanto, a major battle against the Turks in the waters of the 19 Mediterranean, during which Cervantes lost the use of his left hand. After his distinguished military service in this major victory against the Turks, Cervantes was taken captive and held prisoner for five years in Algeria. His profound understanding of the Islamic world of the Maghreb, as the northern region of Africa is known, is reflected throughout Don Quixote. Upon return to Spain, he obtained work as a tax collector tasked with gathering funds throughout Andalusia for the construction of the Spanish Armada. His detailed knowledge of the geography and customs of Southern Spain is reflected throughout the novel as well. Cervantes's experiences from his military expedition against the Turks, his years in captivity in northern Africa, his travels through Andalusia, and his Jewish ancestry can be added as another factor that forged the broad multicultural perspectivism formed in his novel. As a student, Cervantes was taught by Lope de Hoyos, a known follower of the Dutch humanist philosopher Erasmus of Rotterdam. Erasmus criticized the empty ritual of the Catholic Church as well as its intolerance for Christians, especially followers of Martin Luther, who sought an unmediated religious relationship with God; one that did not require mediation by a Catholic priest. The teachings of Erasmus, an intellect who denounced the hypocrisy of the Catholic Church and its persecution of minorities and different versions of Christianity, are embraced by Cervantes and find expression in a covert manner in Don Quixote (II: 22-23).28 The episode of the lost manuscript (Volume I:8-9) reflects the perspective of multiculturalism and diversity Cervantes gained from the life experiences outlined above. Chapter eight is first and foremost about Don Quixotes's iconic battle with the windmills, the most well-known episode of the novel. Don Quixote's illusion leads him to believe that the windmills were originally giants that have been transformed into windmills by his enemy, the 28 Judith Stallings-Ward, "Tiny (Erasmian) Dagger or Large Poniard? Metonymy vs. Metaphor in the Cave of Montesinos Episode in Don Quixote." 20 wizard Freston, to cheat Don Quixote from a victory in battle against them. The deception of the knight conveys Cervantes's use of humorous parody to denounce the books of chivalry whose fantasy version of reality has brainwashed Don Quixote. A subsequent adventure in this chapter reveals Don Quixote has another lapse of reason. He believes that a Basque woman travelling to Seville, preceded by two Benedictine friars who are not in her party, and surrounded by her own men on horseback, is a princess being kidnapped. Upon observing once again his master's mind in the grip of delusion, Don Quixote's squire Sancho Panza replies, "This will be worse than the windmills."29 This foreshadows the battle that Don Quixote will ultimately have with the Basque. At the end of Chapter eight, we are left with both men having their swords unsheathed and raised at each other, but then the narration of the story abruptly stops. The narrator, a literary form of Cervantes inserted into the story by the real historical Cervantes, begins to speak directly to the reader as if in an informal conversation with them to convey that the end of the scene and the rest of the history are missing.30 This narrative style continues into Part II, chapter nine when the narrator begins a search for the missing manuscript. In this chapter we are brought to Toledo and the narrator brings the reader through the Alcaná market. The narrator Cervantes tells the story of his journey to find the manuscript in the market and how he comes across a young boy trying to sell him some notebooks, old torn papers, and other small commodities. Cervantes is inclined to pick up a certain book that the boy has and realizes the script on the front is in Arabic. Since he could not read Arabic, he finds a Morisco aljamiado, so called for their ability to speak both Arabic and Spanish, who can help translate the manuscript. It was not difficult to find this person and soon Cervantes flipped to the middle of the book and asked the Morisco to translate. Cervantes points out the availability of translators of 29 Cervantes, Don Quixote, 62. 30 Cervantes, 65. 21 all classic languages in the market, thus underscoring the advantage of multicultural spaces such as the markets of Spain. As the translator--the Morisco aljamiado--began to read the page, he laughed at something written in the margin: it stated, "'This Dulcinea of Toboso, referred to so often in this history, they say had the best hand for salting pork of any woman in La Mancha.'"31 The narrator immediately knew that this was the missing manuscript he was looking for, so he had the Morisco read even more. It is then that the reader learns the novel was originally written in Arabic by the Arab historian Cide Hamete Benengeli. Narrator Cervantes commissions the Morisco to translate the entire novel, paying him in "two arrobas of raisins, and two fanegas of wheat," so that the story of Don Quixote and Sancho Panza can be continued.32 This process of translation of the original manuscript from Arabic to Spanish is now the source of the narrator Cervantes's history of Don Quixote, and it is a collaboration between the literary Christian "Cervantes" and the original Arabic author Cide Hamete Benengeli, delivered through the translator. The reader is now being told the story through someone else's eyes and mind. The novel descends into a rabbit hole of authorship in which, ironically, the new lens is a Morisco translator. This metaphor demonstrates that true Spanish history is written as a compilation between Christianity and Islam, not one or the other, thus demonstrating historical Cervantes's disdain and disapproval of the expulsion of the Moors. Rather, Cervantes displays the importance and necessity of diversity and multiculturalism. The true author, historical Cervantes, also establishes a metaphor between the literary margin, in which the literary Cervantes discovered the novel was indeed Don Quixote, and the architectural margins of the mosque. Cervantes does this in a very clever and implicit manner, 31 Cervantes, 67. 32 Cervantes, 68. 22 otherwise he would be severely censored. Through this implied metaphor of architectural and literary margins, Cervantes is able to write a novel that has commentary to covertly express his condemnation of the Moors and announce his glorification of multiculturalism. The focus of attention placed on the margin of the manuscript wherein Arabic commentary is written calls to mind the architectural margin of the mezquita, or 'mosque', in which the Arabic calligraphy is written. The comparison between the textual margin of Cervantes's manuscript and architectural margin of the walls of the mosque would be easy for the readers of Cervantes's day to recognize given the prevalence of Muslim architecture throughout Spain, as my survey in the first part of this essay shows. Furthermore, the handwriting in Arabic by the Arab historian easily calls to mind the calligraphy used for citations from the Koran. The Arabic commentary—associated with the authoritative word of the Koran placed in the margin of the walls of the mosque—second guesses the religious purity of Dulcinea, the object of courtly worship by the Christian knight. When the translator points out the Arab historian's commentary in the margin of the manuscript, that 'the Lady Dulcinea has the best hand at salting pork,' he taints her purity by placing her in contact with a food source that is considered polluted for Muslims. The comment casts Dulcinea in tainted light. The Arab historian's questioning of religious purity occurs in tandem with the questioning of the authority or authorship of the history of Don Quixote. The literary Cervantes is a Christian writer, but he is not the true author of the original manuscript; the Arab historian Cide Hamete claims true authorship; and Dulcinea is not the pillar of religious purity she is perceived to be. The play with the double meaning of the margin (textual vs architectural) occurs with the play of spatial perspective between margin vs center. The reader sees through Cervantes's use of the metaphor as a multicultural perspective that questions the absolute status of Christian 23 authority and Christian purity. The play with meaning and perspective in Cervantes's treatment of the margin in chapters eight and nine may be taken to one final and third level of development. The margin, shown to be central in connection with the ruptured or severed manuscript, is a covert expression for Cervantes's esteem for the contributions to Spanish society by the Muslim population of his country and his condemnation for their expulsion by governmental degree from Spain. In the eyes of Cervantes, this broke of the backbone of Spain's culture and economy since the Arab population made up an incredibly large portion of the Iberian Peninsula. Cervantes accomplishes this by, not only changing chapters, but beginning a whole new section of the novel. Part I concludes with chapter eight and the pending battle between Don Quixote and the Basque, then Part II begins with the narrator Cervantes informing the reader of his journey to find the rest of the novel. Being wary of the censorship that plagued others during the Inquisition, Cervantes chose this metaphorical approach to convey his true sentiments about the situation of Spain at this moment in history. This rupture in Don Quixote's history is reflective of the moment in Spain's history where law has been decreed to banish something so inherent to the nation itself: the Moorish people. By placing these episodes side by side, Cervantes invites the reader to compare the delusion of the Hapsburg imperial vision and its expulsion of the Moors with the episode of the windmills. The blindness of Spain's government seems even more laughable than Don Quixote's own misguided attack on the windmills. Cervantes's play with the margin allows him to express his views on multiculturalism in an indirect manner that allowed him to escape censorship by the Inquisition. The Inquisition was not savvy enough to realize that this profound division between Part I and II is symbolic of the division of tolerant Spain into an intolerant Spain. After Cervantes 24 died, the Inquisition did censor and expurgate a passage that was considered too directly stated. In chapter thirteen, Don Quixote is once again declaring his servitude and attesting to the beauty of his beloved Dulcinea of Toboso. In his description to Vivaldo, he uses a Petrarchan metaphor, a very classical and renaissance style of poetry, to describe Dulcinea. Don Quixote states (Volume I:13): "Her tresses are gold, her forehead Elysian fields, her eyebrows the arches of heaven, her eyes suns, her cheeks roses, her lips coral, her teeth pearls, her necklace alabaster, her bosom marble, her hands ivory, her skin white as snow, and the parts that modesty hides from human eyes are such, or so I believed and understand, that the most discerning consideration can only praise them but not compare them."33 While eloquently put, Cervantes is nonetheless making references to the private areas of Dulcinea's body and thus was censored by the Catholic Church in 1624 after his death; they dared not censor him before since his novel made him so beloved by the people. Cervantes was too clever to have to follow the rules. His questioning of authority was apparent from the very opening words of the novel when he writes, "[s]omewhere in La Mancha, in a place whose name I do not care to remember…"34 Cervantes conveys how exact places and names are all arbitrary and are not relevant to the novel. This echoes Cervantes own questioning of authority and Spain's religious Inquisition going on that persecuted the Moors and other minorities alike. 33 Cervantes, Don Quixote, 91. 34 Cervantes, 19. 25 Conclusion The religious tolerance and interdependence between minorities of Al-Andalus, which are reflected through the architecture of Andalusia and also underscored in Cervantes's Don Quixote through the metaphorical treatment of the literary margin in the episode of the lost manuscript, seems evermore elusive today. In light of the divisiveness and racism rampant in our society that mars efforts toward multiculturalism and diversity, such as those undertaken at universities like Norwich, tolerance seems like the impossible dream that is the object of the quest of the chivalrous knight Don Quixote. 26 Bibliography Arnold, Thomas Walker. The Preaching of Islam; A History of the Propagation of the Muslim Faith. New York: C. Scribner's sons, 1913. http://archive.org/details/preachingofisla00arno. Aznar, Fernando. La Alhambra y el Generalife de Granada. Monumentos Declared of World Interest by Unescco. Mariarsa:1985. BBC Worldwide Learning. The Moorish South: Art in Muslim and Christian Spain from 711- 1492. Documentary Film. The Art of Spain: From the Moors to Modernism, 2009. https://fod.infobase.com/p_ViewVideo.aspx?xtid=39408. Cervantes, Miguel. Don Quixote. Translated by Edith Grossman. 5 edition. New York: Harper Collins, 2003. Fernández, Luis. La Historia de España en 100 preguntas. Madrid, Spain: Ediciones Nowtilus, 2019. https://ebookcentral.proquest.com/lib/norwich/reader.action?docID=5703133&ppg=1. Fernández, María Luisa. "Second Flowering: Art of the Mudejars." Saudi Aramco World, The Legacy of Al-Andalus, 44, no. 1 (February 1993): 36–41. Harsolia, Khadija Mohiuddin. "Captivity, Confinement and Resistance in Mudejar and Morisco Literature." University of California, Riverside, 2016. WorldCat.org. https://search.proquest.com/docview/1849025713?accountid=14521. Kalmar, Ivan Davidson. "Moorish Style: Orientalism, the Jews, and Synagogue Architecture." Jewish Social Studies 7, no. 3 (2001): 68–100. "La Caligrafía Árabe." Accessed February 21, 2020. http://www.arabespanol.org/cultura/caligrafia.htm. Maíz Chacón, Jorge. Breve historia de los reinos ibéricos. 1a. edición. Quintaesencia ; 6. Barcelona: Ariel, 2013. http://catdir.loc.gov/catdir/enhancements/fy1313/2013369841- b.html. Menocal, Maria Rosa. The Ornament of the World: How Muslims, Jews and Christians Created a Culture of Tolerance in Medieval Spain. Reprint edition. Boston: Back Bay Books, 2003. O'Callaghan, Joseph. A History of Medieval Spain. 1st ed. Ithaca, New York: Cornell University Press, 1975. https://ebookcentral.proquest.com/lib/norwich/detail.action?docID=3138541. 27 Phillips, William D., and Carla Rahn Phillips. A Concise History of Spain. Cambridge Concise Histories. Cambridge: Cambridge University Press, 2010. https://library.norwich.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true &db=e000xna&AN=490553&scope=site. Raquejo, Tonia. "The 'Arab Cathedrals': Moorish Architecture as Seen by British Travellers." The Burlington Magazine 128, no. 1001 (1986): 555–63. Sheren, Ila Nicole. "Transcultured Architecture: Mudéjar's Epic Journey Reinterpreted." Contemporaneity: Historical Presence in Visual Culture 1 (June 1, 2011): 137–51. https://doi.org/10.5195/contemp.2011.5. Stallings-Ward, Judith. "Tiny (Erasmian) Dagger or Large Poniard? Metonymy vs. Metaphor in the Cave of Montesinos Episode in Don Quixote." Comparative Literature Studies. 43.4 (2006) special issue: Don Quixote and 400 Years of World Literature. 441-65. Stallings-Ward, Judith. Gerardo Diego´s Creation Myth of Music: Fábula de Equis y Zeda. London: Routledge, 2020. Urquízar-Herrera, Antonio. Admiration and Awe: Morisco Buildings and Identity Negotiations in Early Modern Spanish Historiography. 1 online resource (289 pages) vols. Oxford: OUP Oxford, 2017. http://public.ebookcentral.proquest.com/choice/publicfullrecord.aspx?p=4850548. Watt, W. Montgomery. A History of Islamic Spain. Islamic Surveys; 4. Edinburgh: Edinburgh University Press, 1977.
Desde hace algún tiempo (aproximadamente un par de décadas atrás) y con más intensidad en los últimos años, progresivamente, cada vez mayor cantidad de juristas, académicos, profesores e investigadores, que conforman la comunidad académico-científica del área del derecho y de lo jurídico (entendido como algo más abarcativo que el derecho positivo vigente), se preocupan por la práctica cotidiana, el contexto, las opciones y los efectos de la disciplina. El derecho en práctica, en acción, en conflicto, en funcionamiento. En ese derrotero despiertan interés epistémico, en primera instancia, los conflictos sociales, económicos, políticos que merecen intervención de las agencias estatales y, más específicamente, las agencias vinculadas al mundo del derecho. La visibilidad de algunos de los conflictos, la invisibilidad de otros y las razones de ello. Luego, el interés se dirige a las opciones y variadas soluciones posibles, que se pueden pergeñar normativamente para esos conflictos, y para detectar porqué se opta por una u otra vía normativa resolutiva. Después la preocupación se orienta a diseñar la estructura institucional adecuada para que la creación normativa opere sobre la realidad y por designar al personal más idóneo y pertinente en su formación, a fin de obtener eficacia en los resultados de la aplicación de las soluciones jurídicas propuestas. Finalmente, el interés deriva en los efectos de todas las operaciones anteriores, sus resultados, para corroborar si los problemas se han encaminado en vías de las soluciones previstas. Lo que los investigadores del área, principalmente pero no exclusivamente, en los Estados Unidos y Canadá, denominan the everyday of law o, de otro modo, law in practice, not law in the books. Y no exclusivamente porque los cambios de paradigma, en la generación de conocimiento científico en la disciplina jurídica, se van expandiendo con relativa rapidez, tecnología disponible mediante, y programas de formación, especialización e investigación que se extienden y que cuentan con una gran demanda de expertos y estudiosos de distintas latitudes que buscan su perfeccionamiento, si es necesario, fuera de sus países de origen. En España y Latinoamérica el análisis del derecho suele emprenderse, tradicionalmente, y aún hoy con frecuencia, de una manera prescriptiva y filosófica más relacionada al campo del "deber ser". Se privilegia el discurso abstracto y normativista en desmedro de la generación de datos e insumos de conocimiento básico para, a partir de allí, plantearse prospectivas, recomendaciones o intervenciones sobre las instituciones. En países anglosajones, en particular Estados Unidos y Canadá, se producen una gran cantidad de estudios empíricos sobre derecho, la mayoría de ellos estudios cuantitativos. Se interesan particularmente por las relaciones interpoderes a partir de datos e insumos materiales sobre la producción de las agencias estatales, la performance de instituciones y del personal que desempeña los roles institucionales, por ejemplo tribunales y jueces, los sesgos, tendencias o comportamientos más comunes y/o repetidos de esas producciones, y luego, detectados esos patrones, se orientan a la búsqueda de las variables explicativas de esos comportamientos. A partir de allí, los análisis agregados y cualitativos, las hipótesis complejas e interrelacionadas, las prospectivas y recomendaciones operativas o de intervención estatal. Este tipo de mirada, más desagregada y microscópica, sobre el quehacer cotidiano de las agencias y los funcionarios judiciales, permite ver cosas no visibles para doctrinas demasiado generalistas, o prescriptivistas, o en exceso sesgadas a lo filosófico.1 La generación de conocimiento riguroso, en términos empírico-cuantitativos, nos aproxima a la realidad de los conflictos sobre los que opera el derecho y sus agencias. Situarnos frente a la realidad nos enfrenta a otras perspectivas que nos indican que los conflictos suelen decidirse por cuestiones que no se relacionan con los tópicos filosóficos, prescriptivos y doctrinarios o, al menos, no sólo por ellos y que, más aún, suelen disimularse los verdaderos motivos que existen detrás de una decisión, normativa o judicial, con argumentos eufemísticamente jurídico- técnicos y/o filosóficos. Es que si se sabe poco sobre las instituciones y agencias estatales, sobre lo qué producen, sobre el personal que desempeña los roles decisorios en ellas y sobre las características de los conflictos en los que operan, no se sabrá qué cambiar para mejorarlas o, peor aún, basados en diagnósticos errados, sólo sustentados en intuiciones, creencias, impresiones, principios ideológicos o prejuicios de cualquier tipo, se promoverán reformas, acciones y decisiones que producirán efectos institucionales y sociales no queridos e imprevisibles.2 1 Barrera Leticia, La Corte Suprema en escena. Una etnografía del mundo judicial, págs. 14 y 15, Siglo XXI, Buenos Aires, 2012. 2 En este sentido, Molinelli N. Guillermo, Valeria Palanza y Gisela Sin, Congreso, Presidencia y Justicia en Argentina. Materiales para su estudio, pág. 21, Temas, 1999. El derecho constitucional, y las disciplinas afines, no son ajenas a estas preocupaciones. El estudio de la constitución no puede ser entendido al margen de las teorías sobre el Estado, o ignorando el conocimiento sobre la producción de sus agencias e instituciones, y sin el auxilio inter y multidisciplinario de perspectivas politológicas y de sociología jurídica sobre los fenómenos en los que opera. A tal fin, resulta muy importante la generación de conocimiento y el análisis crítico de la jurisprudencia constitucional, como producto final del juicio de constitucionalidad de la actividad de los poderes públicos y los particulares, y como referencia de interpretación y aplicación de la Constitución por los jueces, los cuales resultan actores principalísimos del proceso.3 La investigación que se presenta ha generado conocimiento estadístico y cuantitativo complejo y relacionado, en torno a la actividad y producción del Tribunal Constitucional de España (TC) en el ejercicio del control de constitucionalidad. El conocimiento básico generado y los insumos recolectados y sistematizados permiten la detección de comportamientos, sesgos y tendencias específicos en la performance del TC, y la enunciación de hipótesis explicativas certeras y relevantes relacionadas a esa producción, para su verificación o refutación total o parcial articulando variables diversas, y el desarrollo posterior de análisis agregado teórico sustentable y consistente respecto al ejercicio efectivo del control de constitucionalidad y a las características del mismo por parte del TC. Como forma plausible para la recolección y captura de datos y para el conocimiento del comportamiento de la institución, se ha adoptado una metodología empírico-cuantitativa- descriptiva-comparatista, con análisis cualitativo agregado. Ello, pues la investigación ofrece una cantidad de variables y desagregaciones que permiten adquirir a los datos estadísticos un nivel explicativo-cualitativo, que define el carácter mixto, descriptivo-explicativo, del trabajo. La existencia de datos sobre el ejercicio del control de constitucionalidad y la desagregación de sus características, permite también establecer las características de la relación existente entre el TC y los otros poderes políticos del Estado. Como variada doctrina sostiene y recomienda, el análisis de la jurisprudencia de los tribunales es la unidad analítica adecuada para abrir juicios objetivos sobre la performance de las agencias judiciales. A tal fin, el desafío es diseñar un proyecto de investigación sólido y sustentable, que sistematice el conocimiento generado, de modo tal que permita realizar análisis retrospectivos y recomendaciones prospectivas consistentes, verificables y explicativas sobre el objeto de estudio de la investigación. 3 De Esteban J., Curso de derecho constitucional español, III, Madrid, pág. 28, 1994. Además de las clásicas lecciones dogmáticas de los constitucionalistas, se conocen trabajos teórico-históricos y también existen análisis casuísticos del accionar del TC a través del hilo conductor de sus decisiones más salientes. También se han producido algunos trabajos muy rigurosos sobre aspectos muy desagregados y específicos de la producción del TC, y que han sido consultados, utilizados y citados debidamente en los apartados pertinentes de este trabajo. Aun así, no se conocen estudios empíricos cuantitativamente suficientes -ya sea por la cantidad de casos consultados y recolectados para recoger información, ya sea por la cantidad de años-períodos tomados en series diacrónicas extensas- que permitan desarrollar criterios de valoración y análisis objetivos y sistemáticos, basados en el comportamiento y accionar concreto del TC, a partir del análisis de sus decisiones, de sus sentencias. El presente trabajo analiza la producción que ha tenido el TC, desde su creación en 1980 hasta Diciembre de 2011, fecha en la que se cerró la etapa de recolección de datos, a través de la verificación empírica de su accionar, consultando todas las sentencias que sobre control de constitucionalidad ha emitido resolviendo las impugnaciones interpuestas por las vías procesales conducentes a tal fin. La compulsa y construcción de la base de datos se llevó a cabo revisando las resoluciones que están publicadas y disponibles en la página-web del TC. Para ello, se han revisado todas las sentencias y resoluciones producidas por el TC en materia de recurso de inconstitucionalidad, cuestión de inconstitucionalidad y conflicto positivo de competencia.4 El control de constitucionalidad es la facultad-atribución más política y relevante en términos de relaciones institucionales que desarrolla el TC, por la cual puede inhibir y, con efectos erga omnes, anular la validez y aplicabilidad de una decisión normativa de los otros poderes políticos del Estado. A partir de la compulsa de autos y sentencias realizado en esta investigación, se ha construido una base de datos cuantitativos suficientes, en una significativa serie diacrónica que abarca desde el propio origen del TC, y que permite como objetivo principal, en vía exploratoria y descriptiva, observar si, efectivamente, ese control de constitucionalidad se ha llevado a cabo. Y en el caso afirmativo, en el que el TC haya ejercido debidamente su función de control, detectar: en qué medida y con qué frecuencia, sobre qué tipo de normas, en qué períodos con 4 De acuerdo a las pautas metodológicas debidamente explicitadas en el Capítulo 1, b.- Qué información y cómo se la buscó, capturó y sistematizó. Especificaciones metodológicas. Se han detectado 81 sentencias, declarando normas inconstitucionales, por la vía procesal del conflicto positivo de competencia. Se hace esta aclaración pues, prima facie, no es un instrumento procesal de control constitucional mayor o menor intensidad, en relación a qué materias jurídicas, sobre qué jurisdicción, para normas nacionales o autonómicas, y con qué actitudes por parte de los magistrados, con sentencias unánimes o con disidencias, sobre qué bienes jurídicos tutelados por la Constitución española (CE) con más asiduidad; entre otras características y variables plausibles de ser cuantificadas, detectadas y analizadas, merced al estudio empírico-cuantitativo producido. Además podrán realizarse análisis cualitativos, generando hipótesis explicativas sobre el sensible tema de las relaciones interpoderes del Estado, de la independencia del TC respecto de los otros poderes políticos institucionales o, como actualmente se propone en la comunidad académica, sobre los niveles posibles y alcanzados de diálogo, cooperación e interdependencia del sistema político e institucional. El aporte de insumos y materiales objetivos de conocimiento básico sobre el comportamiento efectivo del TC, permite producir análisis e hipótesis más objetivas, superando el sesgo "prescriptivista" en la crítica de su performance, ante la falta de referencias empíricas suficientes para el estudio del ejercicio del control de constitucionalidad y de las características de las relaciones de independencia y/o cooperación e interdependencia entre el TC y los poderes ejecutivo y legislativo, tanto estatales como autonómicos. La base de datos y cuadros estadísticos generados con variada información aportan material objetivo para que el análisis no sólo se base en especulaciones políticas, ideológicas o históricas, o en opiniones subjetivas, intuiciones, creencias o juicios impresionistas. Por supuesto que la investigación no se agota aquí, más bien se inicia, ya que este estudio de tipo descriptivo, exploratorio, cuantitativo, podrá ser refinado y profundizado por otros investigadores mediante análisis más cualitativos, sustentados en la información y cuadros generados en este trabajo o en articulación con otros. Pues, además de las conclusiones o comportamientos del TC suficientemente verificados en este trabajo, existen otras vías sugeridas de profundización que deben continuarse por expertos de otras áreas del derecho, aprovechando la información producida. Por ello, estimo que este trabajo presenta el valor de las verificaciones e hipótesis corroboradas, pero, tan valioso como ello, son las vías posibles de investigación a desarrollar con el material generado y puesto a disposición de la comunidad académico-científica del área. 5 5 Modelo de investigación compatible y adecuado, a efectos de estudios comparados, con el desarrollado por el autor en, Bercholc Jorge O., La independencia de la Corte Suprema a través del control de constitucionalidad. Respecto a los otros poderes políticos del Estado (1935-1998)", Ediar, 2004, Buenos Aires. También es el esquema y modelo de trabajo de un estudio mayor, que contempla la performance de tribunales de similar relevancia en otros países. Se trata del proyecto de investigación UBACyT, acreditado por la Universidad de Buenos Aires, Secretaría de Ciencia y Técnica, convocatoria 2010/2012 y 2013/2016, n° Proyecto 20020120100031, Resolución Conclusiones. Verificación de hipótesis Se presenta aquí un listado de conclusiones e hipótesis debidamente verificadas y consistentes, como inventario y síntesis de lo ya desarrollado en profundidad en los capítulos y apartados pertinentes de esta investigación. Las conclusiones e hipótesis verificadas se sustentan en los insumos básicos generados en la investigación que conforman a su vez la información y cuadros estadísticos vertidos en el capítulo anterior. Por ello, todas las conclusiones que se enumeran adquieren solidez científica sustentable en datos empíricos- cuantitativos. En su caso, refutables pero con instrumentos de similar rigurosidad y solidez. Por supuesto que el nivel de análisis cualitativo agregado de los datos que reflejan la producción del TC pueden transitar vías diferentes a las aquí transitadas, pero la agenda de temas y datos emergentes, como característicos de la producción del TC resultan insoslayables. 1.- Se ha verificado debidamente la hipótesis principal de la investigación. El TC ha ejercido activamente la facultad del control de constitucionalidad de los actos normativos de los otros poderes políticos del Estado. Se sustenta tal conclusión, en el análisis agregado de los cuadros estadísticos generados donde se verifica que, i) se han declarado inconstitucionalidades en importante cantidad y proporcionalidad, tanto considerando la variable resoluciones (autos y sentencias), como la variable normas; ii) durante todos los gobiernos desde la existencia del TC, aunque con variados matices desagregados y con distinto grado de intensidad; iii) sobre todo nivel de normas -leyes y decretos-; iv) tanto de jurisdicción nacional como autonómica; v) sobre normas sancionadas contemporáneamente y con anterioridad a la formación del TC que dictó la resolución; vi) sobre normas patrimoniales en mayor medida, pero también en otro tipo de normas, vii) sobre normas de materias variadas, aunque autonómicas y administrativas en una notoria mayor proporción, lo que demuestra que el TC es más activo y con menor self restraint ante los gobiernos autonómicos; viii) con un alto porcentaje de sentencias unánimes. 2.- Dado lo expuesto en el punto anterior, también se verifica la hipótesis accesoria; el TC ha tenido durante el período investigado, un nivel relativo importante de independencia respecto de los otros poderes políticos del Estado. En especial, se sustenta esta conclusión, en los resultados comparados obtenidos tanto interna como externamente al objeto de estudio, que demuestran que la producción del TC muestra datos similares a los tribunales comparados de otros sistemas político-jurídicos en declaraciones de inconstitucionalidad, tanto considerando sentencias como normas. 3.- Corroborada la existencia de las hipótesis principal y accesoria, se observa que el cruce de la información obtenida, a través de las variables compulsadas y las diversas verificaciones de las hipótesis secundarias, permiten sustentar los enunciados más desagregados que detallamos a continuación, y que resultan conclusiones independientes suficientemente probadas. a.- Sobre la actividad del TC: La excesiva carga de trabajo del TC, provocada, en especial, por la ola de amparos, que en su amplísima mayoría son inadmitidos por carecer de fundamentos, implican un dispendio de actividad jurisdiccional del TC irracional en términos materiales, y una exposición pública innecesaria que lesiona su legitimidad social, la que debería resguardarse a efectos de que el TC confronte eficazmente y con poder decisorio intacto, casos muy conflictivos y politizados que hacen a la naturaleza de su rol institucional. No resulta gratuita para el TC la sobrecarga de trabajo estéril que implica rechazar miles de recursos de amparo, retrasando así el tratamiento y la resolución de otros asuntos de alta importancia jurídico- política e institucional. La accesibilidad a la justicia y a la alta instancia del TC, implicada en la política visible y transparente del tribunal a efectos del acceso a la protección de los derechos fundamentales, se transforma en frustración jurídica, pérdida de legitimidad y autoridad de la institución, cuando se verifica que la inmensa mayoría de los amparos son inadmitidos. b.- El ejercicio del control de constitucionalidad: El TC ha hecho un ejercicio intenso y consistente del control de constitucionalidad. Ello nos lleva a la constatación de que el TC ha tenido una producción con un nivel relativo importante de independencia respecto de los otros poderes políticos del Estado. Obsérvese que declaró inconstitucionalidades en 331 decisiones, un 24% del total de las decisiones capturadas y se declararon inconstitucionales 304 normas distintas. b.i.- También se ejerció control por parte del TC sobre normas contemporáneas: Refuerza lo expuesto en el apartado precedente que el TC declaró inconstitucionales, 54 leyes y reales decretos nacionales contemporáneos (sobre un total de 142), ello implica que el 38% del total de normas nacionales inconstitucionales fueron contemporáneas. Debe tenerse en consideración que esa performance se produjo, principalmente, entre 1980 y Diciembre de 1998. Ello sin perjuicio de que utilizó el polémico mecanismo de las sentencias interpretativas, para salvar de la inconstitucionalidad a otras 36 normas nacionales contemporáneas, el 53% del total de sentencias interpretativas emitidas sobre normas nacionales. b.ii.- Más sentencias sobre normas nacionales, más inconstitucionalidades sobre normas autonómicas: El TC declara en mucha mayor proporción inconstitucionalidades sobre normas autonómicas que nacionales, a pesar de que los planteos de inconstitucionalidad cuestionan en mucha mayor proporción y cantidad a normas nacionales. El TC se muestra más activo en declarar inconstitucionalidades de normas autonómicas que de normas nacionales. b.iii.- ¿Qué clase de normas se cuestionan ante el TC, patrimoniales o no patrimoniales? Ello depende de la vía procesal utilizada: A mayor legitimación activa de los ciudadanos, y a mayor receptividad jurisdiccional directa de las demandas de los recurrentes, mayores equerimientos de tipo patrimonial a los tribunales. A mayores filtros jurisdiccionales de admisibilidad, y/o, a mayores restricciones de legitimación para acceder a los más altos tribunales, disminuyen las demandas patrimoniales y se observa mayor producción en el control de normas no patrimoniales. Es la hipótesis que se corrobora observando las performances comparadas de varios tribunales considerando la variable patrimonialidad de las normas cuestionadas. Dicho de otro modo, los ciudadanos, individual y subjetivamente, tienen como principal preocupación que los impulsa a demandar la vía jurisdiccional del Estado, los temas económicos y patrimoniales que los afectan. b.iv.- Las normas sobre temas administrativos han sido las más conflictivas, tanto en la jurisdicción nacional como en la autonómica: Notoriamente la materia administrativa es ampliamente mayoritaria entre las normas cuestionadas por inconstitucionalidad ante el TC. El 47% de los autos y sentencias se emitieron respecto de normas sobre temas administrativos. Se trata de 579 sentencias. El resto de las materias sobre las que tratan las normas quedan en un rango a partir del 12%, para el caso de las de materia tributaria y, en orden decreciente, normas sobre temas penales, civiles, comerciales. Considerando como unidad de análisis las normas declaradas inconstitucionales, 188 fueron en materia administrativa, el 62% del total general de 304 normas, lo que indica también, mediante otra unidad de análisis, que el conflicto constitucional predominante en el TC fue, para el período relevado, en torno a la materia administrativa. Queda claramente corroborado, a través de diferentes unidades de análisis y considerando distintas variables, que las normas de materia administrativa son las más de mayor conflictividad constitucional sobre las que debe resolver el TC. El conflicto constitucional administrativo resulta de absoluta relevancia en su producción y evidencia las aristas salientes, en términos jurídicos, del conflicto político e institucional español. Los datos estadísticos analizados muestran al TC como una institución con una enorme responsabilidad en el rediseño de la ingeniería institucional estatal española, en la distribución de competencias entre el Estado central y las CCAA y en el desarrollo de las autonomías. b.v.- El Artículo 149.1 C.E. es el más frecuentemente invocado como violado por las normas cuestionadas: Prácticamente todas las competencias exclusivas del Estado enumeradas en el art. 149.1 han sido invocadas ante el TC como violadas. Pero, claramente el más invocado es el 149.1.1ª que se repite en decenas de sentencias como materia supuestamente violada de la CE por las normas cuestionadas. b.vi.- Se ha registrado un alto grado de sentencias unánimes en la performance del TC: El TC mantuvo una performance muy pareja en los porcentajes de unanimidades obtenidos en las sentencias durante toda su existencia. Siempre se ha mantenido en un piso alto de unanimidades en torno del 80%, y dentro de un rango máximo de hasta el 92%, salvo en un período del TC en el que las unanimidades bajaron notoriamente a un 64%, entre el año 2004 y 2010, por diversas causas que se analizan en el capítulo pertinente. Esa crisis de consenso en el TC se hace más notoria cuando se trata la inconstitucionalidad de normas nacionales, en particular durante los años 1980 a 1989 y 1998 a 2010. c.- Las características técnicas y personales de los magistrados del TC: i.- Los académicos han sido y son clara mayoría en el TC por sobre los magistrados de carrera. ii.- Los magistrados académicos han sido mayormente progresistas (de acuerdo a la caracterización que se ha hecho para esta variable), los provenientes de la carrera judicial (jueces o magistrados de carrera) han sido mayormente conservadores. iii.- El dominio de los magistrados publicistas es manifiesto, han sido absoluta mayoría en el TC. iv.- Si bien se observa un dominio de administrativistas y constitucionalistas, se detecta un déficit en el tipo de especialidad verificado en los magistrados en relación a la producción del TC en el control de constitucionalidad. v.- Hay tendencia progresista entre los magistrados del TC. Los magistrados progresistas son mayormente académicos y expertos en derecho constitucional. Los magistrados conservadores son mayormente jueces de carrera y provenientes del fuero contencioso administrativo o expertos en derecho administrativo. vi.- El déficit de representación femenina es evidente. Sólo 5 magistradas mujeres han sido designadas en el TC. Todas ellas académicas y publicistas, ninguna conservadora. vii.- La procedencia regional ha sido variada en los magistrados del TC. Pero se observa una fuerte influencia de la Universidad Complutense de Madrid como alma mater. viii.- El identikit del magistrado del TC español arroja que: es por amplia mayoría varón y publicista. Predominantemente son académicos, progresistas y expertos en derecho administrativo y constitucional. De variada procedencia regional, pero con una impronta e influencia madrileña a través, como alma mater, de la Universidad Complutense. d.- La performance de los Magistrados del TC a través de sus voto s: i.- Se verifica que los magistrados emiten más votos por la constitucionalidad de las normas cuestionadas cuando están más identificados ideológicamente con el gobierno. A contrario sensu, se observan menos votos constitucionalistas cuando están menos identificados ideológicamente con el gobierno. Una relación directamente proporcional ii.- Por el contrario se da una performance inversamente proporcional en el caso de los votos por la inconstitucionalidad. Los magistrados emiten más votos inconstitucionalistas cuando menos identificados ideológicamente con el gobierno. Otra vez, a contrario sensu, son menos inconstitucionalistas cuando más identificados ideológicamente con el gobierno. iii.- Las inadmisiones en casos impulsados para obtener una inconstitucionalidad mediante las vías procesales pertinentes, pueden ser utilizadas como un modo encubierto de rechazo a fin de evitar pronunciamientos comprometedores para el TC, evitando producir una declaración de inconstitucionalidad que pudiera provocar rispideces con el ejecutivo y/o el legislativo, dada la eventual trascendencia política de la norma en cuestión, y/o necesidad del gobierno de turno de que la misma no sea invalidada. iv.- Se verifican datos muy contundentes que nos muestran, en general, una producción muy prudente y cuidadosa de los magistrados del TC, en orden a producir sentencias unánimes. Solo 6 magistrados (sobre un total de 50) han votado en disidencia por sobre el 10% de los votos que emitieron durante sus estancias en el TC. Los indicadores responden satisfactoriamente a los datos comparados externos al TC. v.- El rol de los presidentes del TC en la obtención de sentencias unánimes : Los presidentes del Tribunal Constitucional español han asumido ese papel de liderazgo y procuran las sentencias unánimes. Por ello no registran votos en disidencia durante sus presidencias o disminuyen notoriamente esos votos si se compara su performance como magistrados, con la que les cupo como presidentes. Salvo el llamativo caso de Casas Baamonde, única magistrada que accedió a la presidencia, que tiene la mayoría de sus votos en disidencia durante el período de su presidencia. Ello, sin duda, es un reflejo de una compleja etapa en la vida del TC y de un deficitario liderazgo de Casas Baamonde en su rol de presidente. vi.- El Great Dissenter del TC: Jorge Rodriguez Zapata, magistrado entre 2002 y 2010, fue el Great Dissenter del TC. Su performance fue de 84 votos en disidencia, el 24% del total de sus votos emitidos. Los otros magistrados que lideran el ranking de disidencias del TC fueron: Conde Martín de Hijas, Rodríguez Arribas, Garcia Calvo, Delgado Barrio y Fernández Viagas. Presentan disidencias superiores al 10% de los votos emitidos durante sus estadías en el TC. e.- El TC y las CCAA: i.- El 64% de las sentencias sobre normas de jurisdicción autonómica, se emiten en el marco de recursos de inconstitucionalidad, incoados a través de los órganos políticos legitimados por el 162.1.a CE, a contrario sensu de lo que se observa en la jurisdicción nacional. Lo que también permite corroborar que la conflictividad constitucional en normas de jurisdicción autonómica está fuertemente influenciada por la puja política y competencial entre las CCAA y el Estado central. Sólo el 28% de las sentencias del TC sobre normas autonómicas se emite ante cuestiones de inconstitucionalidad. ii.- Sin perjuicio del desarrollo autonómico sostenido y de la conflictividad competencial creciente, la legislación nacional continúa siendo el sustento mayoritario y dominante del derecho común en el sistema jurídico español. Ello es también demostrativo de que las competencias administrativas, jurisdiccionales y políticas continúan con preponderancia en manos del Estado central. iii.- La puja competencial entre el Estado central y las CCAA es el conflicto más relevante que debe resolver el TC, por lo que su performance se ve envuelta en una conflictividad de alto voltaje político. Del total de inconstitucionalidades (tanto en jurisdicción nacional como autonómica) declaradas por el TC, el 68% fue en recursos de inconstitucionalidad y conflictos de competencia, esto es, en conflictos competenciales donde confrontan los órganos políticos legitimados por el 162.1.a CE. Sólo el 32% de declaraciones de inconstitucionalidades se produce ante cuestiones de inconstitucionalidad. iv.- Refuerza sólidamente lo expuesto que el 72% de las sentencias para normas autonómicas se producen en recursos de inconstitucionalidad y conflictos de competencia, porcentual que aumenta al 82% en sentencias que declaran inconstitucionalidades, ello significa que la conflictividad autonómica es mayoritariamente competencial y entre los órganos políticos legitimados por el 162.1.a CE. v.- Tanto en recursos de inconstitucionalidad como en conflictos de competencia, el Gobierno fue el más activo órgano impulsor (art. 162.1.a CE) de los procesos, lo fue en un 57% y un 46% respectivamente. En los conflictos de competencia siguen como impulsores Cataluña con el 28% y el País Vasco con el 22%. vi.- Las declaraciones de inconstitucionalidades de normas autonómicas que son, proporcionalmente, casi el doble que para las nacionales, demuestra que esa puja competencial y política entre las CCAA y el Estado nacional se resuelve, mayoritariamente, a favor del Estado nacional. Esta conclusión es también sustentable de acuerdo a lo observado a través del índice de conflictividad y éxito autonómico (ICEA) que demuestra que el Gobierno posee un índice de éxitos ante el TC muy superior a las CCAA. vii.- El País Vasco y Cataluña, como es sabido, son las CCAA más conflictivas en su relación con el Estado central y reivindicativas de sus competencias y su autonomía. Las estadísticas no hacen más que confirmar la especie. País Vasco y Cataluña son las CCAA que han sufrido mayor cantidad de declaración de inconstitucionalidades. También se diferencian claramente del resto de las CCAA, por la mayor cantidad de casos en los que fueron cuestionadas sus normas. El País Vasco y Cataluña tuvieron casi un centenar de autos y sentencias del TC en que fueron cuestionadas sus normas autonómicas. viii.- El conflicto político-competencial-jurídico-constitucional entre el Gobierno nacional y Cataluña se ha judicializado notoriamente por una serie de acciones de ambos actores. Y se ha judicializado en medida mayor que cualquier otro conflicto entre el Gobierno nacional y las CCAA, incluso el que involucra al País Vasco, que parece transitar por canales más políticos que jurídicos, al menos en comparación a las opciones catalanas. ix.- Lo expuesto nos lleva a esgrimir otra hipótesis sólida, de tipo secundario, en el marco de la judicialización del conflicto entre el Gobierno y Cataluña. El Gobierno basó su estrategia en la actividad del TC vía recursos de inconstitucionalidad y el uso de lo dispuesto por el art.161.2 CE. Cataluña también fue activa en el uso del TC vía recursos de inconstitucionalidad, pero con una actitud del poder judicial ordinario en Cataluña muy sugestiva, hiperactiva en plantear ante el TC cuestiones de inconstitucionalidad sobre normas nacionales, y muy pasiva en hacerlo sobre normas de la propia Cataluña. x.- El TC ha sido restrictivo en declarar inconstitucionalidades por la vía procesal de las cuestiones de inconstitucionalidad, vía mayoritariamente utilizada por tribunales autonómicos. xi.- El País Vasco proporcionalmente, y Cataluña nominalmente, son las CCAA que han logrado con más suceso, la declaración de inconstitucionalidades por el TC cuando han impulsado el cuestionamiento de normas. xii.- Todas las CCAA han tenido declaraciones de inconstitucionalidad de sus normas, mayoritariamente, en materia administrativa. xiii.- Cataluña tiene el mejor índice de éxitos considerando las variables computadas, con una diferencia notoria respecto a las demás CCAA. Además es también la CA que muestra la mayor actividad judicial ante el TC, de una intensidad muy superior en relación al resto de las CCAA, incluso al País Vasco. El índice -ICEA- refleja un coeficiente que relaciona los éxitos y la densidad e intensidad de la actividad judicial ante el TC en pos de dirimir los conflictos que involucran al Gobierno y a las CCAA. Ello implica que la judicialización del conflicto le ha significado a Cataluña un relativo éxito, en términos comparados al resto de las CCAA, en su puja político-competencial-jurídico-constitucional con el Gobierno nacional. xiv.- El Gobierno presenta un ICEA muy superior a todas las CCAA, incluso notoriamente más exitoso que Cataluña, lo que demuestra, a su vez, que la jurisdicción constitucional le resulta muy favorable como ámbito de resolución del conflicto político-competencial-jurídico- constitucional, que lo confronta con las CCAA. f.- La performance del TC desagregada por Formaciones: i.- Formación TC nº 1. Período 1980-1986 (Presidencia García Pelayo) a.- A este período fundacional del TC suele atribuírsele una gran fecundidad pues, el TC se enfrentó a una tarea excepcional, que excedió lo estrictamente jurídico y aún la normal carga política que, se sabe, debe soportar un tribunal que ejerce el control de constitucionalidad. La transición democrática, las incertidumbres políticas, sociales y culturales, las ambigüedades juridicas de la CE, producto de las limitaciones políticas del momento constituyente, generaron un marco de excepcionales desafíos para el TC y para los magistrados pioneros de aquel entonces. b.- El TC en sus primeros años estuvo conformado mayoritariamente por magistrados de centro y otros sin definición detectada. Hubo también una buena porción de magistrados del sector conservador. También fueron mayoría, desde el inicio del TC, los publicistas y los académicos. c.- Esta formación del TC, resulta la más inconstitucionalista de todo el período (cuadros n° 6 y 7), entiéndase, la que más declaraciones de inconstitucionalidad produjo. También registra un uso activo de las suspensiones del art. 161.2 CE, y de las SI (sentencias interpretativas).Todos ellos indicadores de una formación activa, creativa, y que asumió con vigor la fuerte carga política que implicaba poner en funcionamiento la jurisdicción constitucional. ii- Formación TC nº 2 y 3. Período 1986-1992 (Presidencia Tomás y Valiente) a.- Estas dos formaciones, bajo la presidencia de Tomás y Valiente, presentan tres indicadores muy relevantes que corroboran el activismo, creatividad, independencia y carácter fundacional que, a la jurisdicción constitucional, le imprimió el TC en sus primeros años. Entiéndase en sentido descriptivo, no axiológico, pues ello implicaría otros análisis y valoraciones, pero es consistente la información que verifica el carácter de actor institucional muy activo del TC, en su compleja tarea de dar andamiento a su jurisdicción, y de completar los vacios y ambigüedades de la flamante CE. b.- Sustentando lo anterior, se verifica que estas formaciones presentan: 1) la mayor cantidad de normas nacionales contemporáneas declaradas inconstitucionales, y en el marco político de un gobierno con mayorías parlamentarias sólidas; 2) también la mayor cantidad de suspensiones de normas autonómicas decretadas según el procedimiento del art. 161.2 CE; y, finalmente, 3) la mayor cantidad de sentencias interpretativas. El uso de las tres variables por el TC, en sus formaciones n° 2 y 3, fue el más activo e intenso de todo el período investigado. c.- Paulatinamente fue aumentando, desde fines de los ´80 y en la década del '90, el sector de magistrados progresistas, conviviendo con un sector minoritario conservador y debilitándose el sector de centro más alejado de los "extremos" del sistema político español. iii.- Formación TC nº 4. Período 1992-1995 (Presidencia Rodríguez Piñero) a.- Fue la formación con mayor cantidad de normas autonómicas declaradas inconstitucionales. b.- A partir de este período aumentó la cantidad de magistrados de carrera. A su vez, aumentaron los magistrados de filiación ideológica progresista a un 75%, el porcentual más alto de todas las formaciones del TC. iv.- Formación TC nº 5, 6 y 7 Período 1995-2004 (Presidencias Rodríguez Bereijo, Cruz Villalón y Jiménez de Parga) a.- Han sido las formaciones n° 5 y 6 las de menor porcentual de constitucionalidades, 29% y 31% respectivamente. También las formaciones que registran menor porcentual de declaración de inconstitucionalidades de todo el período investigado, 17%, 22% y 19% para las tres formaciones (n° 5, 6 y 7) respectivamente. Bajan notoriamente las normas inconstitucionales contemporáneas, especialmente durante la formación n° 6, iniciando una tendencia marcada de escaso porcentaje en esta variable. Paulatinamente, bajan también las sentencias unánimes cuando se declaran inconstitucionalidades, del 77% en la formación n° 5, al 53% en la formación n° 7. La tendencia se observa, particularmente, en las sentencias que declaran inconstitucionalidades y también para inconstitucionalidades de normas nacionales (cuadros n° 61 y sigtes.). Además, el porcentaje de inadmisiones durante esas formaciones, duplica el porcentual promedio de todo el período y triplica a casi todas las otras formaciones consideradas individualmente. Semejante disparidad amerita análisis más cualitativos pues son diferencias notables, que ocurren en períodos bien delimitados. Parece haber operado, en este período, un exceso de judicialización en el conflicto por el reparto territorial del poder, vía los planteos de cuestiones de inconstitucionalidad incoados por jueces ordinarios que correspondieron mayoritariamente a jueces autonómicos contra normas nacionales. Ante ese activismo, el TC puede haber utilizado la inadmisión como mecanismo de auto-restricción y defensa. b.- La combinación de las siguientes variables: a) bajos porcentuales de inconstitucionalidades, b) altos porcentajes de inadmisiones, y c) escasas declaraciones de inconstitucionalidad de normas contemporáneas, nos está indicando una tendencia notoria hacia una pérdida de activismo por parte del TC y una producción en la que aumenta el self restraint, evitando confrontar con los otros poderes políticos del Estado. Ello es indicativo de una relativa debilidad del TC o, dicho de otro modo, de una pérdida de legitimidad o autoridad política del TC, y de un avance sobre la institución por parte de los otros poderes políticos del Estado, y/o de los partidos políticos a través de las vías institucionales que puedan utilizar a tal fin. c.- Una lectura ex post facto de lo ocurrido en los años venideros, permite identificar a estas formaciones n° 5, 6 y 7, para el período 1995-2004, como las de un período de transición en la historia del TC; desde los inicios, con marcado protagonismo, autoridad jurisdiccional, activismo, creatividad y fuerte incidencia en el diseño institucional dejado pendiente por la CE; hacia un periodo marcado por las disidencias entre los magistrados, la excesiva "partidización" del TC, la judicialización de temas eminentemente políticos, la pérdida de legitimidad política y social, y los alineamientos partidarios de los magistrados. v.- Formación TC nº 8. Período 2004-2010 (Presidencia Casas Baamonde) a.- Promediando esta década, el TC se polarizó entre un sector progresista mayoritario y un sector conservador minoritario, pero consistente y más concentrado en detrimento del centro. En especial durante esta formación, el empate de fuerzas se hizo evidente y entorpeció el proceso de decisiones generando serios conflictos en el seno del TC. b.- Los académicos fueron, en esta formación, el 50% de los magistrados, el porcentual más bajo de académicos de todo el período investigado. Los publicistas, como en toda la historia del TC, fueron amplia mayoría. c.- En el conflictivo período 2004-2010 de la formación n° 8, hubo un alineamiento por filiación ideológica que produjo una performance diferenciada con un sesgo de votos por la mayoría y por la constitucionalidad en los magistrados progresistas, y en disidencia y por la inconstitucionalidad entre los magistrados conservadores. Esta formación fue contemporánea del gobierno de Rodriguez Zapatero por ello, el sesgo referido, responde a las hipótesis formuladas en el apartado 4.a.- del capítulo 2: d.- Las unanimidades bajaron, para esta formación, notoriamente a un 64% (cuadros n° 61 y 64). Un indicador de ello es la inédita y llamativa performance de la presidenta en materia de disidencias pues, Casas Baamonde ha sido, de los magistrados que han llegado a la presidencia del TC, la única que tiene la mayoría de sus votos en disidencia durante el período de su presidencia. Ello nos indica escaso liderazgo. Es una época compleja para el TC por varias razones que tienen un hilo conductor, su excesiva "partidización" o judicialización de cuestiones de alto voltaje político. vi.- Formación TC nº 9. Período 2011 (Presidencia Sala Sánchez) a.- El TC en la formación n° 9, hasta fines del 2011, subió notablemente su performance de votos unánimes. Aún mucho más que el promedio histórico. Esta formación presenta un piso-promedio del 90% de sentencias unánimes, que es aún superior, 95% y 90%, en las dos variables mensuradas que contemplan sentencias por la inconstitucionalidad en general y para normas nacionales. b.- La formación n° 9 muestra una conformación mayoritariamente progresista y una sólida minoría conservadora, manteniendo una conformación polarizada aunque menos confrontativa que en la formación anterior (cuadro n° 60). Prácticamente todos los magistrados registrados en este período fueron publicistas, y se mantuvo muy equilibrado, el plantel de magistrados, entre académicos y magistrados de carrera, con predominio de los primeros. 4.- En relación a estas conclusiones deben aclararse los siguientes aspectos metodológicos: a.- La solidez en la corroboración de las hipótesis se sustenta en la cantidad de datos capturados, las diversas mediciones y desagregaciones efectuadas, y la aplicación del método comparado tanto interna como externamente, respecto al objeto de estudio. Así se obtienen juicios objetivos relativos a los parámetros comparables. b.- El control comparativo interno al objeto de estudio se satisface con la cantidad de datos recolectados y cuadros estadísticos generados, -aproximadamente 3.630 resoluciones consultadas; 1.341 autos y sentencias capturadas y de ellas extraídos las distintas variables útiles ya enumeradas- y la secuencia temporal extendida de la investigación -abarcativa de treinta y un años de actividad del TC, 1980 a 2011-. Ello permite diferentes estadísticas comparadas sobre el propio objeto de estudio. c.- El control comparado externo se satisface con los datos comparados de Tribunales Constitucionales y Cortes Supremas pertenecientes a sistemas políticos extranjeros (Alemania, Argentina, Canadá y EEUU). Por supuesto, esta vía del método comparado presenta no pocas dificultades, ya que requiere buscar estudios que hayan generado estadísticas metodológicamente compatibles a efectos de la comparación o, como en este caso, elaborar las pautas de medición específicas que compatibilicen los datos detectados en trabajos comparados con los que fueron generados para éste. d.- Respecto a la hipótesis accesoria, se ha transitado una de las vías propuestas por los autores que sustentan el método de determinación relativo de independencia judicial a través del examen de las sentencias. Recuérdese que, tal cual la doctrina citada, el examen de las sentencias es la más definitoria a tal fin. En su caso esta vía es condición necesaria para la corroboración de la hipótesis, sólo puede ser refutada por insuficiente en tanto el tránsito por otras demuestre tal cosa.
Issue 9.1 of the Review for Religious, 1950. ; A. M. D. (J. Review for Religious JANUARY 15, 1950 Three Sacramental Characters . Clarence McAuliffe The Spirit of Poverty . Edward F. Garesch6 Hope . . C.A. Herbst Holy Year of 1950 . l~mile Bergh Questions and Answers Book Reviews Communications Report to Rome VOLUME IX NUMBER 1 RI:::VII:::W FOR RI LIGiOUS VOLUME IX JANUARY, 1950 NUMBER 1 CONTENTS THE THREE SACRAMENTAL CHARACTERS-- Clarence McAuliffe, S.J . 3 THE SPIRIT OF POVERTY AND MODERN TIMES-- Edward F. Garesch~, S.J .19 HOPE~. A. Herbst, S.J . 25 THE HOLY YEAR OF 1950--1~mile Bergh, S.J .3.0. QUESTIONS AND ANSWERS-- 1. Signatures on Petitions to the Holy See . 39 2. Secretary-General's Work Assigned to Another . 39 3. Effect of Simple Perpetual Vows of Nuns . 40 4, English Translation of Unigenitus Dei Filius . 40 5. Lay Sisters and the Little Office . 40 6. Gifts to Priests and Benefactors . 41 OUR CONTRIBUTORS . 41 COMMUNICATIONS . 42 BOOK REVIEWS-- Secrets of the Interior Life; The Lord is My Joy; St. Ignatius of Loy-ola; The Priest at His .Prie-Dieu; The Mystical Evolution in the Develop-ment and Vitality of the Church . 43 BOOK ANNOUNCEMENTS . 48 BOOK NOTICES . 50 REPORT TO ROME . 52 REVIEW FOR RELIGIOUS, January, 1950, Vol IX, No. 1. Published bi-monthly: January, March, May, July, September, and November at the College Press," 606 Harrison Street, Topeka, Kansas, by St. Mary's College, St. Marys, Kansas, with ecclesiastical approbation. Entered as se.cond class matter January 15, 1942, at the Post Office, Topeka, Kansas, under the act of March 3, 1879. Editorial Board: Adam C. Ellis, S.J., G. Augustine Ellard, S.3., Gerald Kelly, S.J. Editorial Secretary: Alfred F. Schneider, S.J. Copyright, 1950, by Adam C. Ellis. Permission is hereby granted for quotations of reasonable length,, provided due credit be given this review and the author. Subscription price: 2 dollars a year. Printed in U. S. A. Before writing to us, please consult notice on inside back cover. Review t~or Religious, Volume IX January--December, 1950 Published st THE COLLEGE PRESS Topeka, Kansas Edited by THE JESUIT FATHER. S SAINT MARY'S COLLEGE St. M~rys, Kansas REVIEW FOR RELIGIOUS is indexed in the CATHOLIC PERIODICAL INDEX The Three Sacrament:al Charac!:ers ¯ :~l~r~nce McAuliffe, S.J. o IN RECENT YEARS much has been" written about the super-natural organism which God confers upon the baptized and continues to develop in them as long as they are free from mortal sin. We know that this organism consists basically of sanctifying grace, to which are joined the three tbeologlcal virtues of faith, hope, and charity, the seven gifts of the Holy Ghost, and probably also the moral virtues of justice, prudence, temperance, and fortitude. However, strange to say, we hear little about some other super-natural entities which also flourish in the soul and which have an intimate relationship to the supernatural organism. These entities are those seals or ma~ks or characters that are stamped upon the soul by the sacraments of baptism, confirmation, and holy orders. Every Catholic has at least the character of baptism. Most Catholics also have that of confirmation, while that of orders is reserved to those comparatively few men who have been ordained bishops or priests or, at least, deacons. Although the proof for the existence of these characters stretches back to the earliest sources of tradition and even has a scriptural foundation, the Protestant leaders of the sixteenth century denied the existence of every one of them. To offset this heresy, the Council of Trent issued the following definition: "If anyone says that in the sacraments ot: baptism, confirmation, and holy orders, there is not imprinted on the soul a character, that is, a certain spiritual and indelible sign by reason of which they cannot be repeated, let him be anathema." It is, therefore, of faith that these three sacraments impress characters on the soul; that for this reason the same sacra-ments cannot be received more than once; that the characters remain on the soul at least throughout this life. Moreover, it is certain that the characters cling to the soul for all eternity. Perhaps one of the reasons why we hear comparatively little of the sacramental characters is to be found in the fact that, though they have a bearing, a close relationship, to the supernatural organism, they are not components of it. They can be present when the organism is absent; and, contrariwise, though more rarely, the organism can be present when they are absent. Suppose we give a few examples to illustrate these two facts. First, the character or CLARENCE MCAULIFFE Review t~or Religious characters can be present when the organism is absent. A baptized and confirmed Catholic may banish his supernatural organism. By mortal sin he drives out sanctifying grace, the virtue of charity, the gifts of the Holy Ghost, and the infused moral virtues, leaving to his supernatural organism only its rudimentary elements of faith and hope. Even these he can expel by .committing sins directly opposed to them, such as apostasy and despair. Nevertheless, the characters of baptism and of confirmation remain in his soul. They cannot be removed even temporarily, much les~ can .they be deleted, by any action of man whatsoever. Again, let us suppose that an adult sinner is about to be b.aptized. He wants the sacrament and the priest administers it properly. But the recipient is not sorry for his mortal sins. In this case he truly receives the sacrament of baptism and can never receive it again. He also receives the character whose coming depends solely on the sacrament's validity. Yet such a man does not receive the supernatural organism until he makes fin act of at least imperfect contrition, since the fruitfulness of baptism in such a case demands this disposition. Meantime he possesses the character. Secondly, the organism can be present when the characters are absent. For instance, a pagan or catechumen may before baptism make an act of'perfect love of God or ot: perfect contrition. At once he receives the supernatural organism, but not the character. It is true that the coming of the organism is not entirely independent of the sacrament of baptism (he must have wanted it at least implic-itly) ; nevertheless, since he has not received the sacrament as such, he has not received its character, as this can be produced only by actual reception of the sacrament. Again, it is evident, since it happens so commonly,, that a baptized Catholic can keep and develop his super-natural organism even without the characters of confirmation and orders. Hence, the organism can be present even when some charac-ters or all of them are absent. From all the preceding examples it is clear that the characters, though they have a relationship to the supernatural organism as we shall indicate later on, do not enter into its composition either sub-stantially o~ accidentally. We may infer from this truth that the effects of sanctifying grace and of the characters differ also; and this is correct. The effect of sanctifying grace is of far superior dignity to that of the characters. By grace we t.ruly, albeit feebly, share in God's own life. We become "sharers in the divine nature" (II Pet. 1:4). We become God's adopted children, so that, through God's own positive ordination 4 danuar~J, 195 0 SACRAMENTAL CHARACTERS and liberality, we are enabled to place acts that merit in strict justice an increase of grace and a higher reward in heaven. The sacramental characters on the other hand, though they confer an exalted dignity, bestow one of far inferior rank. By them we share in the priesthood of Christ. We.are empowered to place not merely private but public acts expressive of divine service. Only those who have received the characters can place these acts, at least officially. We shall explain more definitely later on the acts of divine service that are proper to each of the characters. So far we have mentioned three of the principal differences between the characters and grace. Characters come from a valid sacrament; grace comes from a valid and at the same time fruitful sacrament. Characters can be produced by sacraments only; grace can be obtained and increased without actual reception of a sacra-ment. Characters grant us a share in Christ's priesthood; grace makes us sharers in the divine nature. But there are also remarkable similarities between grace and the characters, especially if we consider them in their internal composi-tion. In the first place, both grace and the characters (and this is most important) are ph~lsica! realities. To understand this better, let us suppose that we have just witnessed .the baptism of a baby. It has received' the character and it has also received grace, since the soul of an infant has no obstacle to its infusion. If we were able to see the baby's soul with our bodily eyes, we would notice two startling changes in it at the instant of baptism. One of these would be the sacramental character. If the soul looked dark before baptism, we would now notice that it is tinged with a golden hue, the character of baptism. The second change would be the presence of sanctifying grace. Though the baby's soul appeared alive and active with a natural life before its baptism, it now appears vigorous, palpitating, endowed with a superior kind. of life far surpassing its .natural capacities. Yet we should notice that the newly bestowed color and the freshly infused life are really distinct from each other, though lodged in the same soul. They are both objective and. physical realities. They both truly transform the soul. They be~5~.~e.part of it and alter its appearance. We have all learned that sanctifying grace is such a physical reality, but we may not realize that so too are the sacramental characters. "For though outwardly we are marked on the body (by the sacramental rite), nevertheless we are, as a matter of fact, marked interiorly so that the Spirit delineates within us the representation of a heavenly picture," says St. Ambrose. 5 CLARENCE MCAULIFFE Reoiew for Religious Of course, the illustration used in the preceding paragraph has its defects. We have used it simply to exemplify that grace and the characters are both physical realities. Since, however, the soul is a spiritual substance without quantitative parts, it follows that both grace and the characters, inhering in the soul as they do, must also be spiritual or immaterial. Hence no bodily organ could possibly per-ceive either the soul or its grace or its characters. They are beyond sense cognition. The soul's existence we know both by reason and by revelation. The existence of grace and the characters we know by revelation alone. Again, both grace and the characters are accidents. By this we do not mean that they come by chance, since it is plain that they result from very definite channels established by God. We simply mean that they do not alter the essence or substance of the soul. Whether a man smiles or not, whether he is tempted or not, whether be has pneumonia or not, whether he is black or not, he remains none the less substantially a man. In the same way, the human soul remains essentially the same whether or not it ever receives grace and the characters. Furthermore, not only are grace and the characters accidents in the senses just explained, but they are the same general kfnd of acci-dent. Accidents can be classified into various distinct groups. It is not necessary to consider all these here. If a man uses his vitality to smile, he is accidentally changed by the accident called "action." If he weighs 200 pounds now, be is accidentally changed by the acci-dent of "quantity" from his condition of one year ago when he weighed only 185. If his skin is brown from a sun tan, it differs accidentally from its preceding pallor. This last example denotes a change in the skin's quality, and both grace and the characters are classified in the accident called "quality." They answer the question: What kind of? Just as there are differences in the quality of nearly all material things so that our foodstuffs, our clothing, even our medicines are graded according to quality, so too our souls, both in the natural and supernatural orders, are qualified in various ways. When a soul is gifted with either the characters o~ grace or both, it receives fresh supernatural qualities. It, so to speak, looks better, though it remains substantially the same'soul. Finally, both the characters and grace, when the latter proceeds from a sacrament, are brought into being by the same kind of activity on the part of the sacrament. Suppose we again represent to our-selves a baby being baptized. God is the principal cause both of the 6 ,January, 19 5 0 SACRAMENTAL CHARACTERS character and of the grace which it receives~ But God has imparted to baptism the power of producing its essential effects automatically. Spontaneously and as an instrumental .cause in the hand of God, baptism infuses grace into and'chls61s the character upon the baby's soul. At1 of us know this well with regard to the infusion of grace (cf. "'Ex Opere Operato," REVIEW FOR RELIGIOUS, Sept. 1947, pp. 257-271), but we may not have been aware that the characters are produced in the same way. So much for the inner nature of the characters and for their simi-larities and dissimilarities with reference to s.anctifying grace. It might be well at this point to speak about their function. According to the Council of Trent each of the characters is "a kind of spiritual sign." They are spiritual signs because, unlike the sacramental rites which produced them, they are imperceptible, impervious to sense cognition. Nevertheless, they are signs just as truly as the rites themselves. They must, therefore, perform the function of every kind of sign, which, is to inform. Just as the address on an envelope gives notice of the letter's destination, just as a kindly smile gives notice of a person's good will, so too the characters lead to information beyond them-selves. To what kind of information do they lead? Before answering this question specifically, it might be well to say that like most other signs the characters give more than one kind of information. Consider again the address on an envelope. The primary information learned from it is the letter's destination. But it gives other information also. It tells us that the sender knows how to write or type. It tells us whether the sender writes a good hand or a poor one, whether he types accurately or not. It even tells us something about the condition of his pen or typewriter. All such information is revealed to us by the same sign, the address on the envelope. In the same way the characters, too, afford us more than one kind of information, as we shall explain after answering an objection which might easily come to mind. This objection is not concerned with the characters considered in their intrinsic nature. So considered, it is evident that they are bles-sings. They are God's creation, His gifts, and they adorn the soul. Like grace itself, they are physical supernatural realities, beautifying the soul, and hence they perform a manifestly useful function. But granted this, the objection would protest that the characters consid-ered precisely as signs are of no utility. By its very nature a sign is something that can be perceived. Its purpose is to give us informa-tion about something else. If, then, we cannot sense a sign, it can CI~AR~NCE McAULIFFE, ¯ Review for Religious give no information and hence would seem to be utterly useless as a sfyn. Applying this to the characters, we are forced to acknowledge that they cannot be perceived. They are beyond our sense .cognition. Hence viewed precisely as siOns, they are useless for men in this world. They are also useless for God who knows all things without the'intervention of signs of any kind. They are also useless for the angels and the beatified since these probably can recognize the bap-tized, the confirmed, and the ordained without the medium of the characters. Hence these marks on the soul, granting their intrinsic value, might seem completely useless to perform their function, of signs. Yet it is of .faith that the characters are signs. How do we explain this legitimate difficulty? First, the characters are directl~r perceived in living men by the angels and beatified; and, since the characters remain imbedded in .the soul forever, they will after judgment day be directly apprehended by all angelsand by all the beatified. They will be objective tokens of glory in the elect and tokens of shame in the damned. It will remain true, of course, that the angels and beatified could recognize the elect even though they did not have the characters. But the charactem lend a definiteness, a concreteness to this recognition, and hence they are not useless as signs. When we attend a college gradua-tion, we know full well who the graduates are when we see them seated on the stage and observe each one receive his diploma. But we do not think it useless, nevertheless, to garb them in cap and gown for the occasion. This uniform has a pointed significance. It-tells us more vividly what we already know, namely that those so dressed have successfully finished their college course; and so it is not useless. It is a'praiseworthy rational instinct to confer some kind of insignia on those who deser,qe special recognition either by reason of some office obtained or of some meritorious action performed. In His dealing with men God respects this instinct. Since the baptized, the confirmed, and the ordained are charged with special duties toward God, we would expect Him to bestow the characters as a kind of insignia. The characters denote the duties of their recipients in a very precise and formal way, and so are not useless even as signs. Secondly, in answer to this objection, we may. say that even in this world the characters as signs are indirectly apprehensible by other men. We can know with certainty that those who have received baptism, confirmation, and orders are marked with these signs. As a result, we are able to distinguish those who have received these sacra-ments just as though we saw the signs themselves. Lest this answer danuar~J, 19fi 0 . . SACRAMENTAL CHARACTERS might seem a kind of subterfuge, iet us consider a couple of examples drawn from signs that exist in this world, signs instituted by men. We may know that a veteran of World War II was decorated with the .Congressional Medal of Honor. We know the man, though we have never had occasion to see his medal.' Yet because we know on the word of others that the medal was certain!y bestowed on him, we treat him just as though we saw tbe medal itself. Again, a motorist may be told by his companion not to turn left at a certain corner because thatparticular street is being repaired. There is a sign on that street to this effect, but the motorist has never seen it while his companion has. Realizing that his companion is telling the truth, the motorist does not turn atthat'~grner. He acts just as though he himself has seen the sign with his bwn eyes. In other words, the sign is by no means useless to the driver even though he knows its existence only by human faith. Reliance on the word of another is a sure proof of the existence of a sign just as is direct perception of it by the use of our own senses. Similarly the characters are indirectly apprehensible by other men and so they are not useless. Finally, the presence "of the characters on a soul has a special salutary effec~ both with regard to temptations of the devil and to the reception of help from the good angels. The characters are a help against diabolic temptation. Speaking to those about to be baptized, St. Cyril of 3erusalem says: "The Holy Spirit is at hand, prepared to mark your soul, and He gives you a kind of heavenly, divinely-produced seal which the demons dread." St. Gregory of Nazianzen speaks similarly when he declares: "3ust as a sheep which has been branded is not so apt to be stolen, whereas an unbranded one is readily taken by thieves, so the seal is a great protection to you even in this life." The characters also prompt the good angels to render special assistance to their bearers. "How will the angel help you unless he perceives the seal?" exclaims St. Basil when speaking of the benefits of baptism. Since, therefore, the characters as signs repel.the demons and invoke the help of the good angels, it is plain that they are not useless. They are like a letter of recommendation. For this reason and th~ other two previously explained, the objection that characters are of no use precisely as signs is groundless. We are now in a position to answer the question posed abo;ce: Since the characters are truly signs, what kind of information do they give us? What do they signify? According to theologians they have a fourfold signification. First, they are signs by which we can dis-tinguish men of one class from those of other classes (siqna dis- CLARENCE MCAULIFFE Review for Religious tilgctit~a) ; second, they oblige their recipients to perform certain duties (signa obffgativa); third, they indicate that they should always be accomoanied by sanctifying grace (signa dispositioa.); finally, they signify that their bearers share in Christ's priesthood and have a right to 19erform certain functions of this oriesthood (signa cont~quratioa). This last is the primary signifi:ation of the charac-ters; but, since it requires longer treatment, we sk~all deal with it after the others. The characters, then, are signs by which Christians are distin-guished from non-Christians and also from one another. They ful-fill this fianction as effectively as a Sister's habit distinguishes her from other women, as effectively as the habit of one order distin-guishes its members from those of another order. "How," asks St. Basil, "will you say 'I belong to God' unless you wear the marks that distinguish you?" And St. John Chrysostom declares: "Just as soldiers are marked by a kind of brand, so the faithful a~e marked by the Holy Spirit . Circumcision was the sign of a Jew; the seal of the Spirit is our sign." By the character of baptism a person is marked as God's special property and is 'irrevocably set apart from the unbaptized. The character of confirmation not only separates the Christian from the non-Christian, but also draws a distinct line between the confirmed and the baptized. Whereas all the baptized are recognizable as citizens of the heavenly kingdom, only the char-acter of confirmation clothes these citizens in the uniform of a soldier. Finally, the characters issuing from the diaconate, the priesthood, and the episcopate not only distinguish a man from unbelievers, but they likewise separate him from the baptized and the confirmed. Furthermore, since the sacrament of orders has three distinct species, each of which impresses its own character, the character of the priest identifies him as on a higher plane than the deacon, and the character of the bishop marks him off from the priest. Just as officers in the ar.rny wear special insignia to differentiate them from privates and from one another, so the sacrament of orders confers special insignia, the characters, for the same purpose. The character of the diaconate might be compared to the chevrons of a sergeant[ that of the priest-hood to the insignia of a major; that of the episcopat~ to the stars of a general. Thus it is true of all the characters that they serve the function of badges or uniforms. They enable us to identify their various recipients according to official rank. How appropriate it is for God so to designate His followers according to their official status is evident from the legitimate instinct of human nature which 10 danuary, 1950 SACRAMENTAL CHARACTERS likes to see officials, whether of the state or any Other society, marked by some kind of sign or emblem. Secondly, the characters are signs that their recipients have certain duties to perform. We read of certain saints who inscribed indelibly on their flesh the name "3esus" as a sign that they obliged themselves to wholehearted service of Him. No less'is the character an objective sign that its bearer must be .devoted to God's interests. It could happen rarely, of course, that a person would be unaware that he had been baptized and so would be ignorant of the duties imposed upon him by his character. It could also happen that a Catholic, fully aware of the characters he has received, might renounce his faith and neglect God's interests completely~ Nevertheless, the characters remain objectively on the soul and give notice that their possessor should be active in God's cause. This significance cannot be in the least impaired by ignorance or neglect ot: it. Hence the characters denote that their bearer is obliged to keep the Ten Commandments, the precepts of the Church, the essential duties of his state in life. He is obliged, in other words, to do everything to keep himself in the state of grace. While this is true particularly of the character of baptism, it holds for the other characters also. However, since confirmation implies a more intimate consecration to God than baptism, it imposes additional obligations. Baptism imposes the duties of a subject; confirmation imposes the duties of a Christian soldier who is officially obligated to suffer for his faith and to promote its spread. Finally, the character of orders symbolizes the sturdiest allegiance to God since its recipients are obliged as officers and ministers of God to strive for perfection and to communicate spiritual blessings to other men. Again, the characters are called "disposing signs." This means that they make the soul ready to receive supernatural benefits, espe-cially three of them. First, not only do the characters demand that their recipients keep in the state of grace, as we have just seen, but they are such by nature that they, so to speak, expect sanctifying grace to be in the soul along with them. They have a special affinity to grace. We have already seen that grace and the characters are not not necessarily co-existent, but such a condition is an objective deformity. Every character lends supernatural beauty to the soul. But this beauty is incomplete, it looks to a complement. Indepen-dently of all obligation to remain in the state of grace, the character is such by nature that it points to the coming of grace to cap its beauty. If a man builds a new home and then furnishes it to the last detail, we would not say that it is absolutely necessary that some 11 CLARENCE MCAULIFFE Review ~o~ Religious one should come t6 live in it. But we would say that dwellers are expected. A new, completely equipped home is disposed, so to speak, for human habitation. In the same way the presence of the charac-ters, even of baptism alone, gives the soul a disposition, a readiness, for the influx of sanctifying grace. A lock without a key is an incon-gruity. So is the character unless its count.erpart, sanctifying grace, accompanies it. Again, the characters are "disposing signs" inasmuch as they put the soul in condition to receive certain actual graces. The three sacraments of baptism, confirmation, and orders confer automati-cally at the time of their reception a lifelong title to the bestowal of actual graces which may enable a person to achieve the purpose of each sacrament. Thus by reason of baptism we receive automati-cally throughout our lives actual graces which enable us, dependent on our co-oper~ition, to maintain the state of grace. From our con-firmation of many years ago we still receive spontaneously actual graces that strengthen us to suffer for the faith ~nd to diffuse it. It is a solidly probable opinion in theology that this claim to actual graces is founded on the sacramental characters. These characters put the soul in such a condition that it, so to speak, expects to be benefited with this continual flow of' actual graces, and God, seeing, this condi-tion of the soul, is moved to help it'generously. Finally, .the characters are also "disposing signs" because; as we mentiofied previously, they-so condition the soul that the" devil .is more reluctant to assail it. and the good angels are more ready to assist it. In addition to being distinguishing, obligating, and disposing gigns, the characters also indicate that their' possessors' are deputed to take part publicly in one or other of the external ministries entrusted to the Church by Christ Himself. This seems to be the primary purpose of the characters and it is pithily expressed by theologians generally when they say that by the-characters we "share in the priesthood of Christ." Hence the characters are called "con-forming" signs (signa cont~guratiua), since they confer a certain resemblance to.Christ as Priest. What this means in a general' way is explained by St. Thomas as follows: "The sacraments of the New Law produce a character, insofar as by them we are deputed to the worship of God according to the rite of the Christian religion . Now the worship of God consists either in receiving divine gifts, or in bestowing them on others. And for both these purposes some power is needed; for to bestow something on others, active power is 12 danuarv, 1950 ' SACRAMENTAL CHARACTERS necessary; and in order to receive, we need a passive power. Conse-quently, a character signifies a certain spiritual power ordained unto things pertaining to the divine worship." This likeness to Christ the Priest which is the special significa-tion of the characters is also a new and unmerited resemblance to God Himself. By our human nature, especially by its faculties of mind and will, we are true though faint images of God, the Creator. By sanctifying grace our resemblance to God is enhanced beyond our powers to understand, since by grace we are enabled to place mental and volitional acts which are elevated to a divine level. By the char-acters also we achieve a new and distinctive likeness to God under another aspect, one of lesser nobility than that bestowed by grace but far surpassing the merely natural likeness that results frdm creation. Whereas grace gives .us remotely the power to know and love God with a knowledge and love similar to that which the Three Divine Persons exercise towards one another, the characters, on the other hand, make us like to God in one of the many powers which He exerts outside Himself, that is, in the power which He wields in the sanctification of men through tl~e visible and public ministry of the Catholic Church. This power far transcends our capacities as mere men in the natural order. It is true, of course, that by nature alone we share i;~ God's power exercised outside Himself, inasmuch as we can place acts that are attributable to ourselves. But this is a purely natural participation in God's power, one due to us by the very fact that we are men; whereas the power conferred by the characters is supernatural, beyond our deserts and abilities and needs. Moreover, the power proceeding from the characters is concerned with the supernatural sanctification of men and is bestowed immediately by God Himself, whereas any religious power which men might receive in the natural order would be concerned with merely natural sancti-fication and would be granted bya natural society such as the state. It is clear, then, that by the characters we are authorized officially to promote the supernatural sanctification of ourselves and others. We become God's instruments in this exalted work. This dignity was won for us by the merits of Our Lord, Christ as man, the priest par excellence, made priest by the very fact of the hypostatic union. Thus we say-correctly that we are empowerd by the characters to share in the priesthood of Christ, to continue it visibly and publicly in this world. It should be noted, however, that the word "priesthood" in the expression "sharing in the priesthood of Chlist" is used in its general, 13 C~LARENCE MCAULIFFE Reoieto for'Religious not in its strict meaning. Taken strictly, the word "priest" signifies one who has been officially designated as a mediator between God and men and who exercises this mediatorship particularly by per-forming the rite of sacrifice. It is evident that the characters of bap-tism and confirmation bestow no such priesthood since their posses-sors ar~ not mediators between God and men and cannot celebrate the Mass. Hence the Holy Father in his celebrated encyclical Mediator Dei of two years ago says that the people as distinguished from priests are not "conciliators between themselves and God" and "do not enjoy any priestly power." However, the words "priest" and "priesthood" also have a more general meaning. They may be used to include all the visible minis-tries confided to the Church by Christ. These visible ministries are threefold, since they comprise the powers of ruling, of teaching, and of sanctifying by liturgical acts of worship. When, therefore, theo-logians say that the characters, including those of baptism and con-firmation, are a sharing in the priesthood of Christ, they are using the word "priesthood" in this general sense. They simply mean that men are deputed by the characters to exercise more or less one or other of these powers. They are entitled to participate, each according to his degree, in at least one of the three powers of ruling, teaching, and sanctifying which comprise the Church's visible ministry. Since, then, it is certain that the characters grant such power, we naturally would like to know precisely which of these sacred func-tions can be legitimately performed by each individual character. Suppose we begin with baptism. This character confers mainly a passit~e or receptioe priestly power. By this we mean that the charac-ter of baptism enables one to receive both divine and ecclesiastical benefits; in other words, to be the beneficiary of the teaching, ruling, and sanctifying powers enj.oyed by the Church. By baptism we come under the Church's jurisdiction or ruling power. We are entitled to listen to her counsels and instructions, to benefit by her teaching power. By this character we are entitled to assist profitably at Mass and to receive the other sacraments. Confession, confirma-tion, extreme unction would be empty .formulas, hollow shells deprived of all spiritual efficacy, if they were administered to the unbaptized. As regards the Mass, it is true, of course, that a pagan may assist at it and should be urged to do so. He may even benefit spiritually if he is prayerful while there. But he cannot profit directly from the Mass considered precisely as the Christian sacrifice, simply because he has not the character of baptism. Any benefits he receives 14 January, 19~0 SACRAMENTAL CHARACTERS will come to him from his t~ersonal devotion, a devotion that may perhaps be stimulated by the ceremonies of the Mass, but which can-not grasp the automatic direct fruits of the Mass, since these are reserved to the baptized alone. So, too, with regard to purely ecclesi-astical benefits. The Church limits them to persons having the bap-tismal character. Only they can.gain indulgences. Only they have a claim to her special intercessory powers when they make use of sacra-mentals. Only they have a right to Christian burial, and so on. However, it would not be correct to say that the character of bap-tism grants only passive powers. It is true, of course, that the share of the baptized in the ruling power of the Church is purely receptive. The baptized have the right and duty to obey, not to command. It is true also that the baptized possess only a passive share in the teaching power of the Church. They are to receive instruction, not to give it. This does not mean that the baptized may not teach the faith to non-Catholics or even to Catholics, as is done laudably at times. But when the baptized do teach others about the faith, they do not act in an official capacity because their character does not e.mpower them so to act. Only the character of confirmation enables one to act officially as an instructor of the faith, and even the con-firmed can do this only in a limited degree, that is, subject to their bishops and pastors. But the character of baptism does confer some active share in the Church's power to sanctify through her liturgical worship. This does not hold for the sacraments of confirmation, the Eucharist, penance, extreme unction, and orders, whose valid ministration demands the character of orders.1 Neither does it hold for baptism because, although a lay person may validly and, sometimes, even licitly baptize, this power is not to be attached to the baptismal character, since even a-pagan can validly and sometimes licitly admin-ister this sacrament. Nevertheless, this character enables all the faithful to perform an active function when they assist at Mass. Twice in his encyclical Meditor Dei the Holy Father declares that by their baptismal charac-ter the faithful can actively offer up the Mass through the priest and 1As regards the Eucharist, we mean that the character of the priesthood is required to effect the presence of the Sacrament. In exceptional circumstances the laity could distribute the Sacrament to themselves and others. We sometimes read that by an active power of the character of baptism spouses are enabled at the time of marriage to bestow on each other the grace flowing from this sacrament. This is not certain, however, since the baptismal character may merely make it possible for the spouses to receive the graces of the sacrament. In this case the power of the baptismal character would be only receptive or passive. 15 CLARENCE MCAULIFFE Review for Religious in a certain sensealong with him. They can offer through the priest because he alone, by reason of the character of the priesthood, is the only real minister under Christ of the sacrifice. Hence only through him can the baptized act since they are powerless "to place validly the visible rite of sacrifice.' However, when at the double consecration, in which the essence of the Mass 'consists, the priest effects the pres-ence of the Divine Victim by the symbolic slaying and the visible presentation or offering of the Victim to God, he acts as the repre-sentative of all the people. Hence the people too should assent internally to what the priest alone does externally. The p.eople too should in spirit present or offer up Our Lord to the Father. In this way they offer along with the priest. Moreover, they should also foster in themselves at Mass the dispositions which Our Lord as principal offerer certainly has and which the human priest should also have, namely, dispositions of adoration, humility, thanksgiving, reparation, and petition. In this sense also, the baptized offer the Mass along with the priest. Concerning'the character of confirmation it should be noted that its power is not mainly passive, or receptive of spiritual gifts like that of baptism, but it is, on the contrary, entirely active. Furthermore, the objects upon which the powers of this character are exercised are not, as in the case of baptism, sacred rites such as the sacraments and sacramentals. Confirmation is not concerned with the liturgy, but with the courageous maintaining and propagation of the Catholic faith. It confers on its recipients through the character a share not in the ruling or sanctifying powers o~ the Church but in its teaching power only. Confirmation, if its character is used rightly by co-operation with the actual graces spontaneously flowing from the sacrament, transforms the spi.ritually feeble infants of baptism into spiritually rugged adults. I.t advances the baptized from the status of civilians to that of soldiers. Soldiers can bear witness to the beliefs of the country for which they fight either by suffering for these beliefs or by actively striving to inculcate them in others. Hence, first of all, the confirmed are officially authorized by their character to testify to the truth of C~th-olic teaching by suffering any evils whatsoever that befall them because of this teaching. These evils in the moral sphere may range from slights to insults, to detraction, to calumny, even to social ostra-cism. In the physical order the Catholic may by reason of his faith be visited with such sufferings as unemployment, double taxation, and bodily afflictions including even martyrdom itself. But the con- 16 ,lanuary, 1950 SACRAMENTAL CHARACTERS firmed person professes by his character that he will bear, at least patiently, all such wrongs. Secondly, the confirmed have the official right and duty to engage in the spread of the faith under the guidance of the hierarchy. Hence confirmation is often called today the sacrament of"Catholic Action," although this appellation does not express its entire scope as is evident from what we have already said. By good example in his private life, by positive action and speech in his public life, the confirmed is entitled and obligated to further the interests of the Catholic Church. A minute's reflection reveals the immense scope of this duty. It com-prises anything from giving a beggar a cup of coffee to establishing a house of hospitality or founding a Catholic school; anything from passing on a Catholic periodical to writing and publishing a Catholic book. Finally, it should be remarked again that the confirmed are o~ciall~ deputed to suffer for the faith and to-promote its spread. The character of confirmation is something like the seal of a notary public. This seal duly stamped changes a private document to an official one. So too the seal of confirmation lends an official status to the works it enjoins. This point is of some importance since it is plain that the merely baptized are obliged in certain circumstances to endure wrongs for their faith and to diffuse it. But they have not -bden otEcialty authorized to do so. Moreover, the faithful who have not yet been confirmed are not expected to engage in Catholic Action to the same extent as the confirmed. These latter should be on the alert for opportunities to spread the faith. The graces issuing from the sacrament will provide this alertness if they are used. Confirma-tion supplies much more copious actual graces than baptism with regard to bearing suffering for the faith and to laboring for its spread. For these reasons we see how futile is the objection that the character of confirmation is unnecessary because the baptized have already been charged with the same rights and obligations. Comparatively little need be said about the sacrament of orders whose three characters are imprinted successively by the diaconate, the priesthood, and the episcopate. It is clear that the powers con-ferred by these characters are active or giving powers and that they are exercised primarily, though not exclusively, in the placing of liturgical rites. Hence those who have been marked with these char-acters share in Christ's priesthood, principally by sharing in the Church's function to sanctify. The character of the diaconate empowers its possessor to assist officially at solemn religious cere- 17 SACRAMENTAL CHARACTERS Reoieto t~or Relioious monies such as solemn Mass. He may also with permission distribute Holy Communion and administer solemn baptism. The priest by his additional character becomes capable of offering the Mass, of forgiving sins, and of administering.other sacraments and also some sacramentals. Thus he too shares in the sanctifying power of the Church and in a much higher degree than the deacon. Finally, the bishop sh'ares in the sanctifying power of the Church in the highest degree since he can perform all the sac~ed ministries proper to the priest, and, besides, he alone is the ordinary minister of confirmation and the sole minister of the sacrament of orders. Hence, once a man has been elevated to the episcopate and has been endowed with all the sacramental characters, those of baptism, confirmation, the diaconate, the priesthood, and the episcopate itself, he shares as fully as possible with the sole exception of the Supreme Pontiff himself in the priest-hood of Christ. If we reflect for a moment on the functions of the characters of baptism, confirmation, and orders as we have explained them, we shall understand to some extent why the other four sacraments do not imprint a character. We know by faith that they do not, and knowing this we can find plausible reasons why they do not. None of them confers on its recipient a new, official statas in the Church ~it large. Holy Communion is intended for personal sanctification by uniting more intimately with Christ those who use its actual graces. Penance aims at freeing the individual fr6m mortal and venial sins. Extreme Unction has the private function of comforting an indi-vidual when he is in danger of death, the biggest crisis of his life. Finally, matrimony does not seem to confer a new status in the Church at large. Granted that the graces bestowed by this sacra-ment affect more than one person. They come to both husband and wife for their mutual benefit and that of their children. But they remain within the family circle. They do not pass beyond its bor-ders and enable the spouses to share in the teaching or ruling or sanc-tifying power of the Church viewed as a society. The graces of matrimony have a purely domestic function and do not look directly to the welfare of the Church as a whole. Hence even matrimony does not make the spouses official functionaries in the.Church as do baptism, confirmation, and orders. Undoubtedly some aspects of the sacramental characters will always remain a mystery in. this life. But theologians are at present devoting themselves to them energetically in order to clarify them yet more. All admit that the characters are qualities, but no agree- danudry, 1950 THE SPIRIT OF POVERTY' ment has yet been reached as to the exact kind of qualities they are. Much more, too, should be learned if possible about their relation-ship to sanctifying grace, to the infused virtues, and to the gifts of the Holy Ghost. Theologians are perplexed also by the relationship between the characters and actual graces, especially 'those actual graces that automatically flow from each sacrament received. We are not certain of the exact kind of distinction that flourishes between the various characters. We do not know whether they are vested with a physical or only a moral efficacy. " Even the objects for which the individual characters are given need greater precision. Hence v~e have avoided disputed questions as far as possible and have simply exposed many of the certain facts about the characters. These facts are enough to make us heed the admonition of St. Paul: "And grie;ce not the holy Spirit of God; whereby you are sealed unto the day of redemption" (Eph. 4:30). The Spiri!: ot: Povert:y and Modern Times Edward F. Garesch~, S.J. RELIGIOUS life is the same in its essentials all over the Catholic world.It consists of life in a community with the thre~ vows of poverty, chastity, and obedience under a lawful superior. Ever since the early days of the Church, when consecrated virgins grouped together to begin the cenobitic life or life in a community, these essentials have been preserved. The first consecrated virgins lived in their own homes, devoting themselves to good works. Then came the solitaries, who withdrew from the world and lived in deserts and hermitages so as to devote themselves more completely to contemplation and prayer. After a long time religious communi-ties were begun. These at first were chiefly contemplative. By degrees the monasteries grew to be centers of help for the poor, the sick, and the unfortunate; and the monks became the supreme copy- . ists and preservers of ancient manuscripts and writings. In those simple times it was not difficult for the monk to keep both the letter and the spirit of his vow of poverty, and the religious women were equally fortunate. Personal possessions had not multi- 19 EDWARD F. GARESCHI~ Rev~e~u [or Rel[gt'c!us plied as in our time; the needs of life were simple. It was no prob-lem to decide what to keep and what to give up when the opportuni-ties for possession were few and when all lived together in great simplicity. But as the communities of the mixed life, devdted in large measure to active works of charity, began to multiply, and as their good works sl~read over the Christian world, the spirit of poverty was threatened. With the increase of comforts and even luxuries religious had to exercise greater self-denial in order to keep the spirit of poverty. Thus, even good men who were bound to poverty accumulated personal gear far beyond their needs. In the life of St. Catherine of Siena is told the amusing story of the great theo-logian who visited Catherine's little group in order to try her spirit. But the saint turned the tables on the good man by telling him, "Father, your cell is filled with luxuries. You have splendid tapes-tries and fine furniture which do not become a man vowed to poverty. First set );our own life to rights and then come and judge of mine." The good father was filled with the grace of God at these words of the saint. Full. of confusion, he summoned one of his monks and said, "Go home at once to my cell and remove therefrom everything that is contrary to the spirit of holy poverty." Then he remained to listen to the converse of St. Catherine and became a member of what she called her "family" of devout souls who accompanied her wherever she went and shared in her good works. In our times, both necessities and luxuries have multiplied to such a point that there is still more need to understand and practice the spirit of true poverty. To use things as wg should, to take advantage; in reason, of all the modern discoveries which make work so much more effective and can thus. multiply our efficiency, and yet not to depart from the spirit of religious poverty is a much greater problem now than it was in simpler days. What then is the spirit of poverty, and how can we best practice it? First, we had better consider what the vow of poverty imposes. According to Pope Pius IX the simple vow of poverty which is taken by religious in congregations consists in this that the religious are deprived of the right to dispose [reet{i of anything.1 In thus giving up the freedom to dispose of things of value we make a great sacri- 1Everything said in this article applies with even greater force to religious with the solemn vow of poverty, for such religious have lost the right even to own property. 20 danuary, 1950 THE SPIRIT OF POVERTY rice to God of that impulse we all have to gather possessions and use them as we like. Being thus subject to the will of the superior, we ask permissic;n for any expenditure or use of property outside the regular and understood routine of our community life or office. This permission can of course be presumed in certain circumstances, but all our expenditure and our use of things valued in money is with the permission of superiors, either expressed or implied. This is the extent of the vow. But the virtue of poverty goes much farther. The purpose of both the vow arid the virtue is to make us more like Christ. We know that Our Lord lived a life of willing poverty. He called attention to the fact that while the birds have their nests and the foxe, s their lairs, the Son of Man had no place to lay His head, no dwelling that He could call His own. St. Francis of Assisi used to' deligh.t to remember that the Lady Poverty, after accompanying Our Lord all His life long, ascended. with Him to the cross itself and was with Him to the end. For He died' stripped of all things. Even for His clothing the soldiers had cast lots. No human b~'ing was ever richer in His own right than Our Lord. All the splendor and the wealth of the world were His by the right of creation. When therefore He gave up all possessions and lived a poor life all His days, His was the greatest of all poverty. And note that Our Lord did really live the life of a poor man. He trav-eled on foot. He had no permanent home. He ate the bread of charity and was clad in the garments of the poor. His apostles and disciples, who accompanied Him in His labors and journeys, lived likewise. Now the spirit of poverty is motived by a desire to imitate Our Lord as closely as we can in His renunciation of the things of this world that are valued in money. Because He loved us so much as to give up those comforts and splendors which were His by right, we desire to make a voluntary sacrifice of the comforts and luxuries which we might have had if we chose, and to be more like Him by becoming poor in spirit as He was poor for our love. If we could have seen the little group which accompanied Our Lord during His public life, we would have remarked that they were all simply dressed, that they walked along the dusty road while the rich drove by in chariots or rod~ on mettlesome steeds, that the food they ate was the usual nourishment of the poor. To imitate Our Lord, there-fore, we have to do likewise according to our circumstances and with 21 EDWARD F. GARESCHI~ Review for Religious due prudence and discretion. Note that the life which Our Lord led, as shown in the Gospel, was a life that can be imitated by everyone. He lived in the midst of the people. He went to weddings and to banquets. He had His purse to pay the way of Himself and His associates. Thus His poverty was not an obstacle to His ministry. In fact, it was a great help, for He and His companions were freed from many cares which an accumulation of valuable possessions would have put upon them and which would have distracted them from their holy ministry. Those who desire to imitate Our Lord will have His spirit of detachment from and indifference to expensive comforts and posses-sions. They will live and act like poor men and women, using money and everything that is valued in money only insofar as it helps their service of God, is needful, and is approved by those who take the place of Christ. They will use nothing as their own, and therefore will be careful and economical in the use of material pos-sessions. They will be liberal and kind to others, but careful and strict with themselves. Thus they will ever draw nearer to the loving pove.rty of Christ. The motive of this self-sacrifice and self-discipline in the use of material possessions ought to be the love of Our Lord for His own sake. Because He is so lovable, we desire to imitate and please Him to the utmost. He h~is said to us, through the young man who was rich, "If thou wilt be perfect, go sell all thou hast and give to the poor; and come, follow me." We answer Him, Master, go on, and I will Follow Thee 7"0 the last gasp, with truth and lo~talty. In our day, of course, when so many new needs have been devised, when there is such an abundance of all luxuries, when new inventions constantly supply new helps and conveniences in every .department of life, it is much more difficult to maintain the spirit of detachment, frugality, and willing poverty than it was in simpler times. The poorest community of our time enjoys luxuries which were not found in the palace of King Herod. Hence the practice of poverty is relative to the condition of the time. What would seem luxuries in Our Lord's day are bare necessities now. Yet the spirit of poverty remains the same. There is one prac-tical way to practice the spirit of poverty which has many advan-tages. This is to make it a point to be careful and economical in all things and for the love of God. Economy is a virtue which wastes 22 January, 1950 THE SPIRIT OF POVERTY nothing of value, uses nothing out of its due proportions. Those who are economical go to excess neither in saving nor in spending. They measure their expenditure by the exact need of the community or the individual. To be either too saving or too lavish in spending departs from the spirit of poverty, because it is a misuse Of material things, an abuse of the goods of the community according to one's own whim. To save where we should spend, to deprive others of-what they need, is wrong. It is also wrong to waste and spoil, to use more than necessary, to spend, money or thinl~s valued in money without suf-ficient reason. Economy, therefore, and diligence in the use of material things, both motived by the love of God, are a great help to the observance of the spirit of poverty. St. Ignatius tells his sons to love poverty as a mother and to desire at times to experience some of its effects. This is a most prac-tical direction. Our love for our mother makes us remember her, desire her presence, love her company. Those who love poverty as a mother will take an inward pleasure in having only what is needful, in using everything with care, and in practicing an exact economy. They will prefer simple and less expensive things, wear clothing so long as it is wearable, avoid personal expenses when they can safely be dispensed with. They will go to great pains to plan and manage so as to avoid useless expenditures, and they will do this out oflove for the poverty of Christ, out of devotion to Him whb willingly did all these things for us though He is the creator and owner of all the wealth of the universe. They will also wish to experience some-times the results of poverty. In a prudent and discreet way they will give up expenditures which might be comfort-making and agreeable but are not truly needed. The spirit of poverty is a source of immense merit because by the consistent and reasonable practice of poverty we become more and more like Our Lord and united to His Sacred Heart. It is also a great help to apostolic work and to prayer. Those who are always thinking about getting more conveniences and luxuries for them-selves, who accumulate personal gear and chattels, and plan to have more luxuries and gratifications lose in peace of mind what they gain in passing satisfaction. They have to take care of all these things, which takes time and effort. They are uncomfortably aware of- how different their life is from that of Christ. To obtain money for their purchases and outlays requires energy and effort that might be used 23 THE SPIRIT OF POVERTY Review [or Religious in other more profitable ways. They put a burden on their superior by asking permissio.n for things which are very dubiously necessary, and by wanting to make expenditures which do not agree with the spirit of religious life. A reasonable and religious poverty is a great edification to the people, who keenly observe how religious act and live. If they see them simple and frugal, undergoing a little mortification for the sake of poverty, and glad and cheerful in their renunciations of the expen-sive and luxurious things of this life, they are edified and helped to bear their own wants and needs. With all our advance in social jus-tice, a great part of the population is still chro'nically in want. It comforts and helps them to see others living by choice a life of" fru-gality and self-sacrifice for the love of the poor 3esus. The spirit of poverty is also the endowment of the work of religious. The reason why small groups of religious men and women are able to build up such great charities, such remarkable educational institutions, such hospitals and refuges is the willing and systematic frugality, poverty, and economy of the religious themselves. If it were necessary to staff all these schools, hospitals, and institutions with paid' lay workers, the ad'ded financial burden would be enor-mous. In the missions also the far-extended program of education and health is endowed by the spirit of poverty of the missionaries. In proportion as the members of the religious communities are indi-vidually pdssessed of this spirit, the growth of all these good works is helped and fostered. The widespread and ever-growing demand for religious to staff so many important activities is a testimony of the efficacy of religious poverty. Moreover, the individual religious is set free from the many anxieties, labors, and trials which the need of making a living bring to the majority of mankind. As to the treasure in heaven laid up by all this loving self-sacrifice of frugality and economy, it must be immensely great. For to have the true spirit of poverty means a constant resistance to the inclination which everyone has to possess more and more, to have dominion over more and more, to do what one likes with one's own. The individual religious should have very little difficulty in deciding whether he or she has this spirit of poverty. The answers to a few simple questions will determine the fact. "Do I habitually practice a prudent economy and self-denial in everything that has to do with the spending of money or the use of things valued in money? 24 January, 1950 . HOPE Do I wish at,times to feel. some inconvenience, some. difficulty such as the poor experience when they have to economize for want of enough money,? Do~.I submit myself.in all things to the dominion.of my superior in what-concerns the spending of money or the use of things valued in.money? Do I waste or give away or" destroy or spoil or lose anything .of money value?". It m.ay seem to some readers too simple a solution of the some-times difficult problem of the spirit of poverty to make economy and care in the use of things valued in money, and.of money itself, a standard and. means.But consider the matter practically. Is it not true that most of the faults against the,spirit of poverty come from lack of economy chat i~ motived by love of Our.Lord, and a lack of proper subjection to, the .will of the superior? Is it not true also that the religious who is. careful, frugal, and .conscientious about expenditures:of money or.the use of things valued in. money is usu-ally. also possessed of .the spirit of poverty.? There is little need there-foie Of subtle distinctions and finespun, reasoning about this beautiful virtue. .Those ~who are careful, and frugal in their use.of.material things, who are .subject ,inthis use. to the will of the superior for the love and imitation.of Jesus Christ, can have the consolation that they are practicing the spirit of poverty. ope C. A. Herbst, S.J. ~V/E HEAR MUCH about faith and charity. We should. Faith ~is the foundation of justification. Without it we can do nothing to please God. Charity is the greatest of the virtues and. the fulfilling of the law. About hope we do not hear so much. Yet it, too, is a theological or divine virtue, has God for its object; and His perfections--His power, His goodness, His fidelity--for its motives. St.Paul mentions it in the same breath with the other two: "Now there remain faith, hope, and charity, these three" (I Cor. 13:13). In ancient Christian symbolism we find with the cross of faith and the heart of charity the anchor of hope, "an anchor of the soul, sure and firm" (Heb. 6:19). "Faith begins, .charity completes,.,and hope is the bond between them." Hope is the first 25 C. A. HERBST Ret;ieto /:or Religious princess of the realm, standing close to charity the queen and helping to make possible her reign in souls. Hope is love of God for our own sakes. Not that it excludes God, but it does decidedly include self. It is that "imperfect love by which someone loves something not for itself but that good may come to him from it" (S. Th., 2-2, q. 17, a. 8), "The love of hope certainly terminates in God, but self has likewise a part i.n it; we behold the Almighty without losing sight of our own interests, and our motive in tending to Him is, that we may one day possess and enjoy Him. It inclines us to love God, not because He is sovereignly and essentially amiabl~ in Himself, but because he is infinitely good to us. Thus you perceive, attention to our own interests is mingled with our love for God. It is a real love, but a love of concupiscence, in which our own concerns have a great share . When I say I love Go'd for my own sake, I mean, that I rejoice in reflecting that God is my inheritance, my sovereign good, and as such worthy of being ardently desired." (.St. Francis de Sales, Love of God, chapter 17.) And so this love for God is, one might say, selfishness, but a g6od selfishness, and in this case the very best kind of selfishness. I want from God, God Himself, to be eternally possessed in perfect happi-ness. Intimately bound up with God, the object of our hope, are the means necessary to attain Him. If we want Him we must want them. "He who wills the end wills ~he means," says the philos-opher. °These means are goods both supe~rnatural and natural which will bring us to Godin eternal life. We want especially the super-natural ones because these by their very nature lead to everlasting happiness. Some are absolutely necessary as, for instance, the two we ask for in the ordinary act of hope: "I hope to obtain the pardon of my sins and the help of Thy grace." As we always need the help of God's grace for any supernatural act, we must use prayer, the ordinary means of grace, and the sacraments, the extraordinary means, if we want to get to God. With these helps we shall be able to observe the commandments of God and the precepts of the Church, fulfill the duties of our state in life, follow the divine inspirations. But we may also hope for natural and temporal goods since, as St. Augustine says, "Those things pertain to hope which are con-tained in the Our Father"; and when we pray: Give us this day our daily bread, "according to the interpretation and authority of the holy Fathers, we ask those succors of which we stand in need in this 26 ,lanuar~l, 1950 HOPE life; and those, therefore, who.say that such prayers are unlawful, deserve no attention. Besides the unanimous concurrence of the fathers, many examples in .the Old and New Testaments refute the error." (Roman Catechism, P. 4, ~. 13, n. 9.) More in detail, a renowned spiritual writer explains: "If, therefore, you ask me whether temporal blessings which the faithful so frequently beg of God,--as, for instance, health, bodily strength, p?osperity, honours, office, wealth, riches and the like,--are an object of supernatural and theological hope, I ar~swer that if we look for these frail goods .as means necessary or suited to our successful attainment of eternal blessings (that is, inasmuch as they help us to recover or to obtain God's grace to avoid sin or to rise out of it, to acquire virtue or to increase it, to procure or to forward God's glory)/they, too, are to be accounted objects of Christian hope" (Scaramelli, Directoriurn Asceticum, 4, 49). Hope is a theological virtue because everything about it, its object and its motives, is divine. Relying on God we are confident that we shall obtain God. It is in the affective part of us, our will, because its object is good, the Highest Good. But He is difficult to attain, so difficult that we need tlse divine help. Holy Scripture speaks constantly of this divine help, of the power and goodness of God, when it wants to arouse our hope; of His power and goodness and'of many more of His attributes, for it is indeed hard to say which is the proper and essential motive of hope. It might be God's omnipotence, or His mercy, or goodness, or liberality, or fidelity to His promises. Holy Scripture, tradition, and the holy and learned men in the Church could be cited in favor of any one of these. God's almighty power to help us--and the courage it gives the soul to overcome the difficulties that lie in the path to God--is an outstanding motive. So is the infinite g6odness of God that will be to us a reward exceeding great and an eternal joy. As for His fidelity to His promises, it con-tains "all that we need, everything, evil alone excepted, that we can desire or dream for. More than that even. Why, it contains all that God dreams of for us in those sweet, infinite dreams which His full love for us fills to the very brim with realization, with reality . It is vested with incontestable marks. Prophecy is scattered there, it is sealed with a thousand miracles. To guard it He established first the synagogue s0 jealous, then the Church so faithful. He raised up an apostolate to preach it, a teaching church to interpret it, martyrs to confirm it with their blood." (Gay, De la Vie et des Vertus 27 Reoiew for Religious Chretiennes, 2 3 8ft.) , God's Church hurls anathema at those who say it is wrong to work for an eternal reward. "Should anyone say that'a just man sins by doing good with a view to obtaining an eternal reward, let him be anathema" (Council of Trent, Sess. VI, Can. 31). Holy Scripture is filled with texts commending hope. "I. have inclined my heart to do thy justifications for ever, for the reward" (Ps. 118: 112). "To him that soweth justice, there is a faithful, reward" (Prov. 11:18). "And I say to you: Make unto you friends,of the mammon of iniquity: that when you shall fail/they may receive .you into everlasting dwellings" (Luke 16:9).' ':And every one that striveth for the mastery, refraineth himself from all things: and they indeed that they may receive a corruptible crown; but we an incor-ruptible one" (1 Cor. 9:25)'. "Be thou faithful until death: and I will give thee the crown of life" (Apoc. 2:10). The" Council of Trent declared: "Eternal life is held out to those who hope in God and persevere in doing good to the end. ,dust as grace w:is mercifully promised to the children of God through 3esus 'Christ,.',so" a reward will be faithfully .given for their good works.and merits.:'. (Trent, Decree on Justificationj ch. 16.). Hope is a worthy mdti~ce even, for those who bare advanced far in the spiritual:.life: even in, more rehent times the opinion that those "in the contemplative or unitiv~ way lose .every interested motive of fear and .hope:' was condemned (Innocent XII, B'rief Cure.Alias, March 12, 1699).,., ", We find hope all along- our road to heaven. It is,infused into our soul at baptism. The, sinner must hope for pardon if, the.sacrament of penance together with 'attrition,is to take away 'his .sins: .Even' an act of perfect love of God,~ which of itself takes away sin, presup-poses hope.~"We are saved by'hope" ' (Romans 8:24); "He-that trusteth in the Lord, shall be healed" (Prov. 28:25);, :'Because. he hoped in me I w'~ll deliver him" (Ps. 90:14). Good people, too, must have hope in order to persevere to the end and. be saved. One ought often to make an explicit and formal act of hope,, but this would not be necessary. Every prayer we say to God implicitly contains hope, hope that it will be answered, that we will get for ourselves and for others what we ask.for. Then again, good prayer is necessary for salvation, but it will not be a good' prayer, will not get results, unless, it be said with the hope that God will answer it. So hope is necessary, as necessary as his destination is to a traveler. St. Augustine says: "It is hope that is necessary for the journey. 28 danuary, 1950 HOPE That it is which gives consolation along the way. The traveler, laboriously plodding along, keeps a-going because he hopes to reach his destination. Take away that hope of his and straightway any desire to go on vanishes. In the same way our hope justifies our continuing our pilgrimhge . By suffering patiently the martyrs received their crown. They longed for what they did not see; they contemned what they had to bear. ~n this hope they exclaimed: 'Who shall separate us from the love of Christ?' " (Patrologia Latina, 38, 866.) It is difficult but possible to attain God. We must always bear this in mind, otherwise we may become presumptuous or despair. Someone has said that for every sin against faith men commit ten or twenty against hope. It is instructive and perhaps a little surprising to hear what St. Thomas has to say on the sins against hope. Pre-sumption, "which falls back on one's own powers and attempts what is impossible for them, what exceeds one's strength; evidently Ibroceeds from vainglory. Because when one is greatly desirous of glory he attempts things beyond his strength . Taken from another angle, presumption relies too much on God's mercy or power. Then one hopes to obtain glory without merits and forgiveness" without repentance. This presumption seems to come directly from pride. Such a man seems to esteem himself.so, highly that ;he thinks God will not punish him when be sins nor shut him out from . glory." (S. Th., 2-2, q. 21, a. 4.) Despair is the loss of hope in God's mercy. It comes from sensuality. "Our affections are con-taminated by the lbve of bodily pleasure, especially sexual pleasure." Spiritual things do not taste good to us, or do not seem to be great goods. Becaus~ ofhis affection for such things, spiritual goods are a bore to a man, and he does not hope for them because they are hard to get. So despair comes from sensuality." It comes from sloth, too. "Because a man thinks it is impossible for him, either by his own efforts or with the aid of another, to get a good thatis difficult to obtain, he is very much dejected. When this gets the upper hand in a man, it looks to him as though he can never rise to any good. And because sloth is a kind of sadness depressing the soul, sloth begets despair in this way." (Ibid., q. 20, a. 4.) Hope is the virtue of wayfarers, of .those who have not yet reached the end of their journey. Holy souls who die in the Lord take it with them to purgatory. Their Good is still absent, the way still hard. In heaven hope has passed into love, desire into fulfill- 29 I~MILE BERGH Reuiew for Religiou's ment. One does not hope to get what one now has: "F6~ what a man seeth, why doth he hope for?" (Rom. 8:24). Dante wrote over the portals of hell: "All hope abandon, ye who enter here." ~The damned, too, have finished their journey. No good is possible for them now. They are in a state of eternal despair. The soft light of hope falls gently on the cradle and the grave and lights up all the way between. "Between the glory of heaven and the faith which begins to render us capable of it lies hope. This is the stem between the seed that sends it forth and the ripe ear which crowns it. It is hope which gives us the power of ascending up to the shinin~ brightness and power of God. It is like a sacred magic exercised upon our hearts by the sweet allurements of God, a real participation of our soul in His victorious power . What a beau-tiful, what a beneficent, what a precious creation! What a strong, wonderful bond with God! What a surety in a life exposed like ours is! What a pledge of final'~ictory, what a lien on paradise!" (Gay, op. cir., 254, 224ff.) The Holy Year ot: 195o t~imile Bergh, S.J. [EDITORS'NOTE. Father Bergh's article, which appeared in P, euttes des Commun-autes Religieuses (November-December, 1949, pp. 161-170), was translated and adapted for our REVIEW by Father Clarence McAuliffe, with the'kind permission of Father Bergh and the Editors of the Reuue.] AFEW WEEKS AGO, on December 24th, the Holy Doors of the four major Roman basilicas, St. 3ohn Lateran, St. Peter in the Vatican, St. Paul's-Outside-the Walls, and St. Mary Major were solemnly opened to mark the beginning of the jubilee of 1950. These doors had 1Seen closed since April 2, 1934, when the jubilee commemorating the redemption came to an end. For more than a year the Catholic world has been preparing itself for the present season of grace and °spiritual refreshment. On dune 2, 1948, the Sovereign Pontiff delivered an allocution to the Sacred College on the occasion of the feast of St. Eugene. After recalling the distressing spectacle of a world torn by discord, he declared: "So much the more binding is the obligation of Catholics January, 1950 THE HOLY YEAR OF 1950 to be a shining example of unity and solidarity by disregarding all distinctions based upon language, nationality, and race. Envisioning this perfect solidarity, we welcome with gratitude to God and with confidence in His help the approach of the Holy Year . It is with interior joy and sentiments of satisfaction that we announce to you, Venerable Brothers, and to the entire Catholic world that in 1950 the twenty-fifth Holy Year in the Church's history will be, our Savior willing, celebrated pursuant to the observances made sacred by a revered tradition.''1 At once a central committee at Rome undertook the organization of the jubilee in both its spiritual and temporal aspects. Shortly afterwards this committee was assisted by national committees in the various countries. On Christmas Day, 1948, the Sovereign Pontiff personally com-posed a prayer for the Holy Year. All the needs of the Church and of the world were in his thoughts and became the objective of the vast crusade of prayer that was soon to begin: courage for those suffering persecution, unshakable loyalty to the Church, fruitful charity towards the poor and all other unfortunates, solicitude for social justice and brotherly love, the coming of peace--peace to indi-viduals and families, peace to nations and among nations, peace especially in Palestine. It seems that the central committee had at first planned a solemn day of prayer to.prepare for the jubilee. This day was to have been observed on April 2, 1949, the fiftieth anniversary of the priestly ordination of Plus XII. However, the,arrest and conviction of Cardinal Mindszenty impelled the Sovereign Pontiff to request that Passion Sunday, April 3, 1949, be a day devoted to reparation. The celebration on that day of a second Mass "'p~o remissione pecca-torum'" (for the remission of sins) by several hundred thousand priests was unquestionably no less beneficial as a preparation for the Holy Year. On May 26th, Feast of the Ascenslon, the official bull pro-claiming th~ jubilee was read at St. Peter's and then in the other basilicas. Over and above the actual purification of soul attained through the jubilee indulgence, the bull urges very particularly that 1At the time of tbe first jubilee in 1300, wbich brought 200,000 of the faithful to Rome, Pope Boniface VIII decided that these solemnities should be repeated every hundred years. However, before the middle of the century', Pope Clement VI decreed a jubilee for 1350, and desired that the jubilee be celebrated every fifty years. Finally, in 1470, Pope Paul II established the present custom of declaring a jubilee every twenty-five years. 31 ~MILE BERGH ReVieW for .Religious profound renewal of Christian 'spirit for which all should stri~;e. It also lays down the conditions that must be fulfilled to gain the jubi-lee indulgence at Rome in 1950. It recalls all the intentions of the Sovereign Pontiff. It ~extends to all sons and daughters of the Pontiff, wherever thy may be, an urgent invitation to "visit their common Father who with open arms and loving heart awaits their arrival." On July 10, 1949, three pontifical constitutions supplemented, as is customary, the bull of proclamation. The first of these suspend.s indulgences and certain other privileges during the Holy Year except in Rome. The second grants broad powers to confessors of the Roman diocese while the jubilee is in progress. The third mentions certain classes of people who, even though they are outside Rome, can gain the jubilee indulgence in 1950. Finally, .the Sacred'Peni-tentiary on September 17th issued detailed instructions to confessors. of the Roman diocese and granted some faculties to confessors coming to Rome as pilgrims. From this jubilee legislation we shall now select some points of greater interest to our readers. A. GAINING"THE JUBILEE INDULGI~NCE AT ROME To s.tart with, it is only at Rome that the jubil.e,e iiad,ulgence ca,n be gained in 1950. The exact tithe for gaining it falls between noon of December 24, 1949, and midnight of December 25, 1950. As is generally known, however, it is custofiaary for the Roman jubilee to be extended in the following year to the entire Catholi~ world. At the present time the granting of this extension has eyidently not come up for consideration. The bull of proclamation lays down the.fol-lowing conditions for gaining the jubilee: confession made with "this intention particul~arly In mind; reception of Holy Communion; visits to the four major basilicas made either on the same day or on different days. In each basilica the Apostles Creed must be said once; the Our Father, the Ha'il Mary, and the Glory-to-the Father mu~t be recited three times; and, .finally, a fourth Our Father, Hail Mary, and Glory-to-the-Father must be offered for the intentions of the Holy Father. The indulgence can be gained either for oneself or for the dead, and it may be gained as often as the prescribed works are repeated. The jubilee.is essentially a plenary indulgence of the highest possible efficacy. It remits before God all temporal punishment still due to sins that have already been forgiven (canon 911). One reason why the jubilee indulgence can be gained many times for oneself lies.in 32 Januar{!, 1950 THE HOLY YEAR OF 1950 the fact that it can thus be gained at widely-scattered intervals during the Holy Year so that a person may be liberated of his temporal pun-ishment for recent sins each time it is gained. However, a much bet-ter reason for this authorized repetition is to be found in the disposi-tions of the recipient, which do not always contain that .thorough detestation of all sin which is required for the full application of this plenary indulgence. We might draw this conclusion from the Code of Canon Law itself when it declares (canon926) : "The granting of a plenary indulgence is to be so understood that if it is not'gained in its entirety, it is nevertheless gained partially, according to the per-fection of one's dispositions." Just as the jubilee is a time when teml~oral punishment due to sin is remitted, so also it is a time when pardon is more readily granted for certain offenses and when dispensations from various obligations are more easily obtainable. Thus" we stated above that one of the constitutions of July 17," 1949, transmitted special pow-ers to confessors in Rome during the Holy Year. The number of priest-penitentiaries has been increased and the Holy Father has endowed them with faculties of considerable importance. In exempt religious institutes of men, their superiors at Rome can ¯ designate for each house one or other confessor who from that time on will enjoy the powers of a priest-penitentiary with regard to all those living in that house--whether professed, or novices, or guests who abide there for at least one day and one night. In favor of these same subjects certain powers to dispenseand .to commute have like-wise been accorded to other confessors approved by the cardinal protector and also to approved regular confessors in exempt religious institutes. B. SUSPENSIONOF INDULGENCES AND OF CERTAIN FACULTIES OUTSIDE ROME With a view to magnifying the importance and significance of the pilgrimage to the tombs of the Holy Apostles, the privilege of gaining many customary indulgences has been suspended throughout the world. However, the follo@ing exceptions have been made: 1. It is only for the living that indulgences cannot be gained. The customary indulgences can still be gained for the dead. 2. The indulgence at the moment of death can stilI be gained for oneself. So also those indulgences attached to the recitation of the Angelus, of the Regina Caeli, and of the prayer composed by 33 I~MILE BERGH Regieto for Religious Plus XII for the holy year.2 Likewise those granted for visiting a church where the Forty Hours is in progress and for accompanying the Blessed Sacrament when Communion is brought to the sick. Also the toties quoties indulgence granted to those who piously visit the chapel of the Portiuncula in the church of St. Mary of the Angels near Assisi. Finally, those indulgences may still be gained that are granted by bishops and other prelates when ~hey pontificate or when they bestow their blessing according to some other established form. Moreover, most of the powers to absolve from sins and censures reserved to the Holy See, as well "as most of those concerned with granting dispensations or commutations, have been also suspended. We do not believe that it is necessary to make this matter more spe-cific. Religious priests-who read this will undoubtedly be instructed by their own superiors how far they can use the special powers which they ordinarily possess. C. GAINING THE dUBILEE INDULGENCE OUTSIDE ROME According to the custom observed in preceding jubilees, a special pontifical constitution designates the various classes of people who can, even this year, gain the jubilee indulgence without making the pilgrimage to Rome. The Supreme Pontiff declares that he would not like to see those who observe the strict enclosure of contemplative orders deprived of the benefits of the jubilee. He says the same of those who are hindered from going to Rome by reason of age, ill health, exile, imprisonment, or poverty. He has a singular confidence in the prayers of these consecrated religious and in the.expiatory sufferings of all these unfortunates. The regulations of this consti-tution repeat without the slightest deviation those of the jubilees of 1925 and 1933. For the convenience of the reader we shall designate the classes of people who are so privileged, the conditions they must fulfill to gain the jubilee, and the benefits they are accorded. I. Persons Who Enjo~t the Privileges 1. All religious women who live in community in a society approved by the Church (or wh6 have applied for such approval), even if they do not take vows; hence, all nuns, sisters, oblates, pious women living in common, and women who are members of a third order regular. Likewise novices and postulants in all such societies ¯ which observe community life. 2An English translation of the prayer will be found at the end of this article. 34 Januarg, 1950 THE HOLY YEAR OF 1950 2. All women engaged in the service of such societies (for instance, extern Sisters) and living in one of their houses. 3. Students of such societies provided they are boarders or part-time boarders. Day scholars are excepted. 4. All women living in a house of these societies if they abide there permanently or for some time. Women boarders who intend to remain there for at least six months would furnish an example. 5. Women and girls who live in educational institutions or other establishments reserved exclusively for women, even though these institutions and establishments are not under the supervision of religious women. 6. "Ancborites or hermits., who are segregated from the world by a continual, even though not perpetual, papal enclosure, lead the contemplative life, and have made their profession in a monastic or regular order. Examples of these would be the Reformed Cistercians of the Blessed Virgin Mary (Trappists), Carthusians, and Camaldolese Hermits." 7. Prisoners, exiles, displaced persons, and those dwelling in institutions aiming at reform. Also "ecclesiastics and religious who for their reformation have been consigned to a monastery or any other abode." 8. "The faithful of either sex who live in a country which, by reason of spedal circumstances, they cannot leave to undertake the trip to Rome." This class is a new one and is eviden.tly intended for Catholics living in countries behind the iron curtain. 9. "The faithful of either sex wbo are prevente'd by sickness or feeble health either from going to Rome during the jubilee year or from making the prescribed visits to the patriarchal basilicas." This is to be understood of sickness in the strict sense, of convalescence, of marked and lasting physical debility. It also includes bodily afflic-tions like blindness and paralysis, and mental derangements even though these are interrupted by periods of complete sanity. 10. "The faithful of either sex . . . who gratuitously or for pay devote themselves cont.inually to the care of the sick in hospitals." Nursing Brothers clearly come under this classification. I 1. "The faithful of either sex . . . who are occupied with the guidance, supervision, or education of inmates in institutions aiming at reform." This category would favor certain Brothers not included in the preceding number. Instructors an~ social workers applied to these institutions would also be included here. 12. "Workmen who make their livelihood by their daily toil 35 ~MILE BERGH Reoieto [or Religious and who cannot forego this toil long enough to make the trip to Rome." Although vacations with pay supply a remedy for this difficulty, it must be determined if they are long enough to allow a trip to Rome. Although the poor are not explicitly mentioned in this part of the constitution, it seems to us that they too should benefit by this privilege. As a matter of fact, mention is made at the beginning of the document "of those whose plight is so precarious that they cannot pay the necessary expenses [of a trip to Rome]." 13. "Persons who have completed their seventieth year." The above classes are designated in the constitution as the only ones so privileged. Other persons cannot be included even though they have excellent reasons. II. Conditi6ns for Gaining the Indulgence "We notify and exhort all and each of these to rid themselves of their sins in the sacrament of penance, after having examined into them in a spirit of sorrow. We exhort them, thus refreshed in soul, to strive more zealously to fulfill the obligations of a more perfect. life. This done, they will receive with suitable piety the Bread of Angels and so will obtain strength to carry out their holy. resolves with true religious fidelity. Finally, we exhort them not to fail to pray for our intentions, namely, for the spread of the Catholic Church, for the abolition of errors, for harmony amohg the rulers of nations, for tranquillity and peace throughout human society." We have translated this passage of the constitution because it seems to have a particular application to religious. The gaining of the jubilee induJgence is, in the mind of the Sovereign Pontiff, the starting point for a new effort to attain perfection. As substit[~tes for the visits to the four Roman basilicas, works of religion, of piety, and of charity will be enjoined. Either the ordinaries will designate these works or their designation will be entrusted by them to confessors according to individual circum-stances. It is worth noting, therefore, that aside from confession (which should be made specifically to gain the jubilee indulgence) and Communion, the pontifical constitution does not specify what prayers are required or what works are to be done. Speaking gen-erally, we may say that the works will consist of visits to local churches. The local ot~dinaries will issue instructions about this matter. If they failed to do so before the jubilee commenced, confessors may presume that they have received tacit delegation. They should be 36 January, 1950 THE HOLY YEAR OF 19 5 0 guided, as regards both prayers and visits, by the regulations laid down for Rome. All classes of the faithful coming within the privilege can gain. the jubilee indulgence as often as they repeat the works prescribed. In 1925 it could be gained only twice outside of Rome. If sickness should impede the fulfillhaent'of the works enjoined, the indulgence can be gained by confession alone. III. Special Benefits 1. The primary benefit consists in a perfect freedom to choose any confessor whatever who is approved by his ordinary. 2. The confessor is authorized to absolve penitents from both sins and censures reserved by law to the ordinary and even from those'reserved in a special way to the Holy See. He cannot, however, absolve a case involving formal and public heresy. Moreover, he can use this power only once for each of the faithful and he must exercise it when the jubilee confession is made. 3. The confessor selected by a nun ~vitb solemn vows can dis-pense her from any priva.te vow made subsequently to her solemn profession. 4. Tbe confessor of a Sister witb simple vows or of a pious woman living in a community can commute any of their private vowsl However, exceptions to this would be vows reser~'ed to the Holy See, those whose cessation would harm a third party, and those whose commutation would entail greater danger of committing sin than the vow itself, o PRAYER FOR THE HOLY YEAR OF JUBILEE 1950 Almighty everlasting God, we thank Thee sincerely for the great gift of this expiatory year. Heavenly Father, Who knowest all things, Who searchest and guidest the hearts of men, make them, we beseech "Thee, at this time of grace and salvation, attentive to the voice of Thy Son. Grant that this Expiator~l Year may be for al! a year of purilL cation and holiness, of interior life and atonement; that for the wayward it may be a year of bountiful forgiveness, of a happy return to Thee. Upon those suffering persecution for the faith bestow Thy spirit of fortitude so that the.tl may be bound inseparabl.tl to Christ and His Church. 37 THE HOLY YEAR 1950 Protect, 0 Lord, the Vicar of Thy Son on earth and also bishops, priests, religious, the consecrated, and the faithful.~ Grant that all, priests and" laity alike, the young, the mature and the aged, may be united together in thought and affection by ties the most binding. Make them steadfast like a rock so that the assault of Tby enemies may strike them in vain. Through Tby helping grace may there be enkindled in the hearts of all men a burning love [or the many unfortunates who, hard pressed by poverty and harrotoing circumstances, !ead a life unbe-t~ tting their human dignity. Excite in the souls of those who call Thee Father an under-standing and et~icacious hunger and thirst for social justice and fraternal charity. "'Grant peace, 0 Lord, in our days," peace to the individaul soul, peace in families, peace in the fatherland, peace finally among nations. May the heavenly rainboto of peace and reconciliation illumine toith the rays of its tranquil light the entire toorld tohicb has been sancti-fied by the life and sufferings of Thy Divine Son. 0 God of all consolation, great indeed is our misery, toeighty our sins, countless our needs, but much greater than these is our confidence in Thee. Realizing our weakness, toe toith childlike trust commit our afi~airs to Thee and toith our feeble prayers toe invokethe inter-cession and merits of the most glorious Virgin Mary and of all the saints. To the sick grant patience and health, to young men a robust faith, to young toomen purity, to fathers prosperity and holiness, to mothers success in training their children, to orphans benevolent protection, to exiles and captives repatriation, to everyone, [inally, Thy grace, the beginning and pledge of everlas.tin9 happiness in heaven. Amen. ¯ Plus PP. XII [EDITORS' NOTE: According to an account on the first page of L'Osseroatoro Romano for September 11, 1949, the following indulgences for the recitation of "this prayer were granted roanu propria by the Holy Father: a partial indulgence of seven years for each recitation, and a plenary indulgence once a month, under the usual conditions, provided the prayer has been recited every day. The original Latin text of the prayer was published in the Acta Apostolicae Sedis for April, 1949. on page 187.] 38 .ues!:ions and Answers I When a petition is sent to the Holy See on behalf of a religious con-cjrecjation, should it be signed by the superior alone or by the superior and his counselors? May the superior make such a petition without the knowledge of his counselors? There is no fixed rule in this matter. Ordinarily, for a simple dispensation, for instance, from an impediment to entrance, the signa-. ture of the counselors would not be required. However, frequently enough they must be consulted before such an indult'is asked for. These matters are determined by canon law and by the constitutions, which usually give a detailed list of matters for which the cor~ser~t of the council is required and another list of matters for which the council must be consulted though the ultimate decision is left to the good judgment of the superior. Prior to his election to the office of secretary-general, a reffglous has been doing ~mportant work in another capacity at the mother house. May the superior-general assign a part or all of the duties of the secretary-general to another religious in order to permit the elected secretary-general to continue the important work he had been doing? or at least to complete a definite phase of it? When it is in session; the general chapter exercises supreme authority over the religious institute. Outside of such time, that authority is exercised in its name by the superior-general. Hence, any elections held in general chapter are to be considered as made by the supreme authority of the institute, and no superior, not even a superior-general, has the right to put any restrictions on such an office. A religious elected to an office in a general chapter who does not ask to be relieved of. that office during the general chapter must devote his full time to carrying out the duties of that office, no mat-ter what his previous duties may have been. Somebody else should be appointed to take over his previous duties. The religious who has been elected secretary-general must do the work of the secretary-, general, though he may during his free time, if he have any, help his successor in some other important office and gradually prepare him to take over entirely. But no superior has ~he right to appoint some-body else to do the work of the secretary-general in order that the person elected may devote himself to other work, even though in the 39 QUESTIONS AND ANSWERS Revietv for Religious eyes of the superior-general the other work seems to be more impor-tant. These same principles would apply to all elected officials and their work. What is ÷he effect of the vows taken by those nuns who by their rule should take solemn vows but by papal d~spos~t~on take only s~mple vows? (I) Do they invalidate marriage7 (2) Does the violation of their cloister incur a. censure7 (:3) Does such a nun have to make up the Divine Office in case she ~s not present at it in choir? Nuns who by their rule should have solemn vows but by reason of an order of the Holy See take only simple vows are true nuns in the full sense of the word as far as canon law is concerned (see canon 488, 7°): but since their vows are only simple, and not solemn, they have the effects of the simple vows, not of the solemn. Hence: (I) They do not ordinarily invalidate marriage but make it illicit (canon 1073) ; (2) Their cloister is not papal cloister, though ordi-narily they observe it just as strictly as if it were (Code Commission, March I, 1921,ad III, 2°) ; hence, one who violates their cloister sins in so doing, but does not incur the censure of excommunication mentioned in cancn 2342; (3) As to the private recitation of the Divine Office wl:en a nun has been absent from choir, canon 610, § 3 tells us that only- the solemnly.professed are obliged to recite the office privately if they are absent from choir. The constitutions, how-ever, might prescribe such a private recitation. ---4-- Can you tell us w,hefher the Aposfollc LeHer of P~us XI, Unlgenifus Del Filius, addressed fo the superiors general of all orders and societies of religious men on March 19, 1924, was ever translated into English? 'If so, where can we find the translation? We have not been able to find such an English translation of this very important document for religious men. Hence we appeal to our readers for help. If anyone knows of such an English translation, please inform us so that we may pass the information on to others. --S-- Why are lay Sisters not allowed to recite the Little Office of the Blessed Virgin Mary? We would be able to cjet more suitable subjects for this category if the so-called lay Sisters were allowed to recite the Offic~ as the choir Sisters do. St. Francis of Assisi and other founders of religious orders pre- 4O danuar~l, 1950 QUESTIONS AND ANSWERS scribed that the lay Brothers and Sisters shoul~t recite a fixed number of Paters and Ayes as a substitute for each of the canonical hours for the simple reason that in his day these members usually could neither read nor write--an accomplishment restricted in those days to clerics and to the children of the wealthy and noble families. Again, in con-vents of nuns the solemn recitation of the Divine Office took up a large, part of the choir Sisters' day, and consequently the household tasks were taken care of by the lay Sisters during that time. Modern congregations for the most part have solved the problem by abolishing the distinction between lay and choir Sisters, and all belong to one class. Provided that your constitutions do not posi-tively forbid the lay Sisters to recite the Little Office of the Blessed Virgin Mary with the choir Sisters, your general chapter could allow such a practice to be established. On special occasions, such as at Christmas time, it has been the custom of superiors to 91re presents to priests and others who have shown favor to the community. These presents are paid for from community funds. Is there anythln9 contrary to poverty in this practice7 Canon 537 (of the Code of Canon Law) states that "it is not lawful to make presents out of the goods of a house, province, or institute, unless by way of almsgiving or for other just reasons, and with the consent of the superior and in conformity with the consti-tutions." It is customary in many places for a religious community to send small gifts at ChristMas time, in token of appreciation and gratitude for favors received, to priests, doctors, lawyers, and others who have given the community the benefit of their professional services during the year, as well as to other benefactors of the community. These gifts should be within the means of the community concerned. They are subject to limitations prescribed by the constitutions and by higher superiors. Higher superidrs themselves are limited by pro-visions laid down in the general chapter. Usually the consent of the council is required for gifts of greater value. OUR CONTRIBUTORS I~MILE BERGH is Professor of Moral Theology in the Jesuit Theologate at Lou-vain. EDWARD F:. GARESCHI~ is President of the Catholic Medical Mission Board and a prolific writer of spiritual books and articles. C.A. HERBST and CLARENCE MCAULIFFE are members of the faculty of St. Mary's College, St. Marys, Kansas. 41 ommunicaHons Reverend Fathers: In this open letter we wish to express the deep regret of many in our community that the REVIEW published in its November issue the article written by Fatl'ier Ellard on The Three Ages of the Interior Life, the book written by Father R. Garrigou-Lagrange. The REVIEW has always pursued a policy of helping souls to come to God. But now here is an article which throws discredit on a work which can be of great help to many. If Father Ellard chose to differ with some of the theological positions used by Father Lagrange in explainin9 his doctrine, then he should have published his views in a technical theological journal where readers would be prepared to distinguish between the positive contribution of Father Lagrange, which is rich and integrally true, and those theological features of his explanation which Father Ellard admits are inde-pendent of the substance of his teaching. Certainly, a non-technical journal, like the REVIEW FOR RELIGIOUS, is not the place for this kind of article. Theological erudition takes advantage of readers who lack the technical preparation necessary to measure its true weight. Our regret has arisen from the fact that, in our own community, we have learned by experience the beneficial effects of Father Lagrange's writings. The spiritual directors of our province have unanimously agreed that a wide reading of Father Lagrange by our religious has signally deepened the interior life of our r, eligious. We know of no single case where Father Lagrange's writing have led to discouragement or disillusionment. We cannot understand, then, why Father Ellard has suggested that this will be the issue of Father Lagrange's work (p. 317). Knowing Father Ellard's wide experience, we respect his opinion when he appeals to experience to show that Father Lagrange's thesis on contemplation as normal in the way to sanctity is not sound. But may we present the frt~it of our own experience. We have found that when religious sincerely follow a generous practice of detachment from the world and all inordinate creature affections, of humility and obedience, of interior recollection, then the Good God inevitably leads them according to the way Father Lagrange has pointed out. The night of sense comes very soon. During its continuance, but especially after its passing, prayer shows evidence of infused contem-plation, even though for a time personal activity in the will is neces- 42 BOOK REVIEWS sary. Thes~ touches of mystical p~ayer issue in a constant form of mystical life, in which the virtues previously practiced with difficulty become very easy and habitual. Provided that g.enerous cooperation continues, this mystical life brings new graces in prayer--periods of true quiet alternating with new interior trials. This has been our experience. And generally it has been the reading of Father Lagrange which has urged on the religious of our province to that detachment and inward prayerfulness which are a necessary preparation for God's gifts. We have seen through experi-ence that, even though contempIation is a free gift of God, still our Good Father is more than ready to give it to anyone of His children who is very little in his own eyes, detached from all things, especially his own will (through blessed obedience), and very recollected. Therefore, lest Father Ellard's review deter some from reading Father Lagrange, we would tell them to put aside all fears which this article may have aroused. To walk in the company of Father Lagrange is to walk in the company of the great saints whom Mother Church has given us to be our teachers~t. John of the Cross, St. Teresa, St. Albert the Great, St. Paul of the Cross, St. Bernard, St. Catherine of Siena, St. Francis de Sales, St. Jane Frances de Chantal, and a host of others.--A PRIEST. SEHRETS OF THE INTERIOR LIFE. By Lugs M. Marfinez, D.D. Trans-lated by H. d. Beufler, C~.M. PI~. vi~i + 207. B. Herder Book St. Louis, Missouri° 1949. $3.00~ For the past decade tbe ascetical writings of the Archbishop of Mexico City have been well known both in his own country and in South America, where they have enjoyed widespread popularity. This well-deserved reputation has been due to the Archbishop's out-standing talent as an ascetical writer. He has the happy faculty of breathing life into abstract prfnciples. Through the present translation, Father Beutler has therefore done a distinct service to the religious of the English speaking world by introducing them to this gifted spiritual author. In choosing one of the Archbishop's later works for this purpose, he has shown good judgment, for it possesses a warmth of personal understanding 43 BOOK REVIEWS Review ~or Religious lacking in his earlier efforts. The high quality of Father Beutler's readable translation is best indicated by the fact that it has been chosen as the current selection of "Spiritual Book Associates"-- a choice which will widen the reception the book richly deserves. In Spanish the book had the beautiful title of Sirnientas Divinas or Divine Seeds. Its English title, however, is misleading. It names the whole book from one of its chapters and so fails to convey the exact nature of the book's contents, so aptly described by its original title. Rather than the logical development of a single theme, it is a collection of distinct essays on the basic principles or sceds in the growth of the spiritual life. The unifying thread of the book is the analogy of spiritual growth with the growth of plant life. This is an interesting departure from the present trend among spiritual authors to compare spiritual growth to human, growth. The change sacrifices depth, it is true, but gains in simplicity and clarity. Successive chapters treat of a breadth of subjects: disorderly affec-tions, confidence, humility, love and fruitfulness, sorrow, fragrance and bitterness, contemplation, spiritual marriage, and finally, the secrets of the interior life. These latter include the necessity of prayer, faith and ways to make it live, spiritual desolation and ways to make it profitable. Though all traditional subjects, they are not treated in the traditional way. Therein lies the distinctive merit of this book. Without sacrificing clarity, the Archbishop makes a fresh approach to each topic that will appeal to religious accustomed to the standard treatment of these subjects. His deep understanding and sympathetic solution, of spiritual problems win the immediate good will of the reader. His ability to show the clear relationship of spir-itual pradtice to spiritual theory will undoubtedly gain for him as wide 'and devoted a public in English as he has rightfully enjoyed in Spanish. --- R. F. MCENIRY, S.J." THE LORD IS MY JOY. B~/ Paul de Jaegher, S.J. Pp. 182. The New- . man Press, Wesfmlnsfer,, Maryland, 1949. $2.50. The purpose and significance of this sm~ill volume may be gath-ered from one sentence: "Let us even now try to understand, to catch a glimpse of this happiness, until the blessed day comes when a choice grace will make us experience it for ourselves" (p. 49). Certain that many fervent and generous souls striving for a closer union with God need their minds opened to great new horizons, the author system-atically outlines a few causes of joy in our daily lives. He points out to the soul the path to a deeper understanding and realization of their. 44 ,lanuar~t, 1950 BOOK REVIEWS meaning as a preparation for experiencing these various joys which really are but one--disinterested love. Throughout the book emphasis is placed on three points: the positive element in our relations with God, the complete removal of all self in this relation, and the gradual enlargement of the spiritual life to include all love as the best preparation for heaven. As he runs through the list, Father de Jaegher points out bow these joys may bubble up as a spring, leap as a waterfall, or flow gently in the soul as a quiet river. The first group of joys centers around God, both as our destiny and as a gift to us, whereby we are to take joy in all that God is, surrendering self to His goodness, His wisdom, and so forth, replacing self with Him, becoming lost in Him in a continuous love. The second section concerns the joys the soul receives from and through Jesus. Being raised by Him to be His queen, the soul takes joy from His joys, His desires, and even from His cross. Mary and the saints, through whom the soul can love God and in whose love it takes great joy, are the subjects ofthe third section. Here, the author gives a beautiful view of the Mystical Body whereby all saints share their treasures and virtu'es with the soul, which takes joy in offering all these to God. In the final section, the author deals with the virtues as sources of joy. Besides suffering, a thirst for the spread of the love of God, and others, he points out the "most mysterious joy," " based on a selfless love of God, of loving one's own indigence. But the real basis, the strong foundation for all these joys, is the loving trust of the soul, the great assurance it has of the excess of divine love that rules its life. From this assurance it gains true happiness on earth and is making the best preparation for heaven.--R. P. NEENAN, S.J. ST. IGNATIUS OF LOYOLA. By P~re Paul Dudon, S.J. Translated by William J. Young, S.J. Pp. 484. The Bruce Publishing Company, Milwaukee, 1949. $5.00. At the end of the last century the publication of the Monumenti~ Soeietatis desu made a great many facts about St. Ignatius available for the first time, so that, as far back as 1901 a scholar like Father Herbert Thurston could write: "In a sense it may be said that the life of St. Ignatius now needs to be rewritten." Besides the publication of these Jesuit sources, many excellent studies in Church History and sixteenth century affairs multiplied on every hand, but the hoped-for Ignatian biography was still not 45 BOOK REVIEWS Reoieto for Religion,s written. If this has been a long wait, the new life, now at hand, is one worth waiting for. Coming after the labors of such scholars as Astrain, Fouquerey, and Tacchi Venturi, and done by a man who had previously worked for years as a specialist on the writings of Ignatius, this work combines clarity with fulness, a sweeping narra-tive with erudition, admiration for holiness with a realistic recogni-tion of human factors everywhere. For every important episode up to the first papal confirmation of the Jesuit Order (1540), the author has added facts not previously mentioned in an English-language life of this founder. Thus, when Ignatius made his pilgrimage to the Holy Land in 1523. two other pilgrims of the group, Peter FiJseli of Zurich and Philip Hagen of Strasbourg, kept written accounts of their experiences, which have since been published. These shed continuous light on Igantius' own meager sentences. For the final period of Ignatius' career (1540-56), when he was general of a rapidly growing order, the author has wisely abandoned the time sequence and contented himself with broad synthetic studies, but with every statement carrying its source-citation reference. Father Dudon was at his best on the Ignatian writings, and so this work includes all that is known of the background, growth, and evolution of the Exercises. All who have made Ignatian retreats, or read papal endorsements of them, will read this section with very special interest. The assumption that Ignatius wrote the Exercises while actually living in a cave is discussed in text and appendix. Again, the literary story of the Constitutions and of the auto-biographical Testament of the Saint is clearly set out. A work of Ignatius, lost from his day to our own, but now happily recovered, is a Brief.Directory on handling the Exercises. As authentic works of St. Ignatius are two other short treatises: Polanco's Directions For Jesuit Confessors (1554) and Father de Madrid's On the Frequent Reception of the Eucharist. This last was inspired, and ordered, and approved by Ignatius, but the printing came only after death had carried him where not even the Eucharist is necessary. A giant personality is here portrayed with singular distinction. We are indebted to the author, the translator, and the publisher for this book. God is admirable in this saint on fire for God's greater glory.--(3ERALD ELLARD, S.J. 46 danuary, 19,5 0 BOOK REVIEWS THE PRIEST AT HIS PRIE-DIEU. By Robert Nash, S.J. Pp. 300. The Newman Press, Westminster, Maryland, 1949. $3.00. Father Nash is already well known to readers of REVIEW FOR RELIGIOUS through his two excellent and stimulating meditation books entitled Send Forth Th~ Light and Th~ Light and That Truth, both of which have been reviewed in these pages. In the present volume the author devotes his attention to the ideals, privi-leges, obligations, difficulties and remedies which the priest's vocation implies: in a word, it is a meditation book for priests. It consists of fifty-two meditations meant to supply thoughts and principles to help the priest during his morning mental prayer. Each meditation is so constructed that a part may be taken each day for three or four days, and then all parts repeated the last days of the week. Thus each meditation serves for a week, and the book for an entire year. In his Introduction the author explains some practical points on the difficulties which beset a priest's meditation and offers remedies to overcome them. The meditations are practical and adapted to con-ditions which face priests today. We recommend the book unre-servedly to all priests, especially to those directly engaged in the care of souls.--ADAM C. ELLIS, S.J. THE MYSTIC~AL EVOLUTION IN THE DEVELOPMENT AND VITALITY OF THE CHURCH. By the Very Reverend John G. Arlntero, O.P., S.T.M. Translated by Father Jordan Auman, O.P. Volume One. Pp. xx -t- 3S8. B. Herder Book Co., St. Louis, Missouri, 1949. $4.S0. Father Arintero, a Spanish Dominican and a well known writer in his time (1860-1928), was fascinated with the idea of evolution. First he wrote a number of apologetic works on evolution as it was understood in the natural sciences. Then he turned to evolution in the spiritual realm. Besides writing much on the development of the whole Church, the Mystical Body of Christ, he produced this study in which the evolution of the supernatural life in individual souls as well as in the Church generally is considered. The original edition dates from 1908. The author takes "mystical evolution" in a broad sense: "By mystical evolution we understand the entire process of the formation, growth, and expansion of that prodigious life [of grace] until Christ is formed in us, and we are transformed in His divine image" (p. 17). On the other hand, "The term 'mysticism' is properly reserved for 'the experimental knowledge of the divine life in souls elevated to contemplation' although in general it embraces the whole spiritual life" (p. 17). This first volume is 47 BOOK ANNOUNCEMENTS Review [or Reli~lious taken up almost wholly with a magnificent dogmatic a'nd inspira-tional account of the supernatural life. As such it may be highly recommended. It is full of quotations from great names in theology and spirituality and thus it has the special merit and value of a sort of anthology on its subject. The characteristic feature of The M~tstical Et~olution is not very evident in this volume. Hence it would appear well to refrain from fuller consideration of the work until the second volume is published. In general, it is much like Father Garrigou-Lagrange's The Three Ages o/: the Interior Li/:e. When it reports what Catholic theo-logians generally teach, it is excellent. When Father Arintero adds to that, the reader should be cautious and, if necessary, i'nquire. Some Carmelite authorities, for instance, say something very different. --G: AUGUSTINE ELLARD, S.J. BOOK ANNOUNCEMENTS [These notices are purely descriptive, based on a cursory examination of the books .listed. Some of the books will be reviewed or will be given longer notices later. ] BENZIGER BROTHERS, INC., 26-28 Park Place, New York 7. Priest's Ritual. Pp. viii + 352. A pocket-size ritual compiled from the Vatican Typical Edition of the Rituale Rornanurn. Includes the rite of confirmation by priests delegated to act as extraordinary ministers of this sacrament. All Psalms are from the new version. BROTHERS OF THE SACRED HEART, P. O. Box 592, Metuchen, New 3ersey. Manual/:or Novices. Pp. x + 268. $2.35. A revised edition adapted to communities of women as well as of men. There is an added chapter on silence. CLERICAL CONFERENCE, C.S.M.C., Catholic University, Box 182, Washington, D. C. The Guidepost. Pp. xvii + 166. A vocation manual for young men compiled with a view to making an ordered presentation of as many fields of priestly and religious work as possible. Contain~ many pictures and a list of addresses of vocation directors of the various orders and congregations. THE GRAIL, St. Meinr~d's Abbey, St. Meinrad, Indiana. The Man on Fire. By Mary Fabyan Windeatt. Pp. 193. $2.50. 48 danuar~t, 1950 BOOK ANNOUNCEMENTS A true-to-life story of the Apostle St. Paul written for boys and girls in the upper grades and high school. B. HERDER BOOK COMPANY, St. Louis, Missouri. Sermons for the Fortq Hours' Devotion. By John B. Pastorak. Pp. viii ÷ 359. $4.00. Contains twenty-six sermons, each of which is preceded by a two-page outline. The Soul. By St. Thomas Aquinas. Pp. viii + 291. $4.00. Translated by John Patrick Rowan. Contains 'copious footnotes with exact citations of authors to whom St. Thomas refers, and explanations of terms and views that otherwise might be obscure to modern readers. The Mother of the Saviour and Our Interior Life. By Reginald Garrigou-Lagrange, O.P. Translated by Bernard J. Kelly, C.S.Sp. Pp. 338. $4.00. P. J. KENEDY ~ SONS, 12 Barclay Street, New York 8. Crucified with Christ. By Herbert George Kramer, S.M. Pp. xiii + 269. $2.75. Seeks to shed light on the mystery of suffering by presenting eight biographical sketches of persons (including four canonized saints) who were remarkable for their loving acceptance of suffering. MONASTERY OF DISCALCED CARMELITES, Concord, New Hamp-shire. ' Little Catechism of Prayer. By Father Gabriel of St. Mary Mag-dalen, O.C.D. Pp. 44. $.25 (paper). A catechetical explanation of the Carmelite method of meditation. MONASTERY OF SAINT DOMINIC, 13th Avenue and South 10th Street, Newark 3, New Jersey. "Theirs is the Kingdom.'" By E. J. Edwards, S.V.D. Pp. 48. $.50 (paper). A sketch of the life of Grace Minford, who renounced family and fortune to become a Catholic and a contemplative nun. Copies may also be obtained from the author at 8 Tucson Terrace, Tucson, Arizona. NEWMAN PRESS, Westminster, Maryland. Heaven on Thursday. By M. K. Richardson. Pp. vii + 157. A fictionalized life of St. Madeleine Sophie Barat. Marriage Preliminaries. By E. J. Mahoney. Pp. 93. $1.00 (paper). Contains the Latin and English text of the instruction "'Sacrosanctum" of June 29, 1941, together with a commentary and sample questionnaires. 49 BOOK NOTICES Revie~ for Religious Old Testament Stories. By Dom Hubert Van Zeller, O.S.B. Pp. x + 216. $2.50. An arrangement of the Old Testament nar-rative in continuous and connected form. This is the second volume of "Scripture Textbooks for Catholic Schools." JOSEPH F. WAGNER, INC., 53 Park Place, New York 7. Assignment to Rome. By Anthony Pattison. Pp. 128. "Con-cise and authoritative information on the Eternal City and the Holy Year." Includes the Apostolic Bull promulgating the jubilee, regu-lations and conditions governing indulgences, notes on places of in-terest in Rome, a suggested reading list, and a picture section. BOOK NOTICES TRUTH IN THE MORNING, by Sister Mary Charitas, I.H.M., written in memory of Mother Cyril, Superior General of the Sisters, Servants of the Immaculate Heart of Mary, Scranton, Pennsylvania, is the biography of a truly remarkable woman. Besides the many duties of teacher and local superior, and eventually superior general of her congregation, Mother M. Cyril was instrumental in the estab-lishment of two other congregations, the Sisters of Saints Cyril and Methodius and the Sisters of Saint Casimir. Insofar as it tells the stirring story of Mother Cyril's life the biography makes very inter-esting reading; but it would have been all the more valuable had the numerous lists of names of pupils, benefactors, guests at receptions and the like been sacrificed to make place for revealing quotations from her letters, thus giving a deeper insight into the soul of this noble woman. (New York: The Scapular Press, 1948. Pp. 204. $2.75.) MEDITATION ON THE PRAYERS OF THE MAss, by Father Fran-cis P. LeBuffe, S.J., aims primarily at fostering the second method of prayer according to the Spiritual Exercises of St. Ignatius. Since, however, the prayers chosen for development are taken from the mis-sal, the book is also intended to increase the devotion of Catholics when they attend Mass. Of the seventy-eight chapters or headings, seventy-one are devoted to the various prayers said during Mass, one prayer to a chapter. Moreover, the prayers are explained according to the sequence which they have in the Mass. The final seven headings offer reflections on the prayers recited by the priest while vesting. 5O ~tanuarg, 1950 BOOK NOTICES The book is not written in continuous discourse. It presents a series of snatches of thought excited by individual words or phrases contained in the prayers. The reader is expected to peruse only a page or so at one time. Each prayer is translated in full at the beginning of its chapter. The devotional thoughts" which Father LeBuffe suggests about each part of the prayers are both fertile and inspiring. Some of them are quotations from the Old Testament or from the Fathers. The reader will be pleased to find biographical glimpses of some of the saints whose names occur during the Canon of the Mass. One would not expect such a book to distinguish the various parts and prayers of the Mass according to their importance. It is a prayer book, not a dogmatic manual. Used devoutly, it should advance the reader towards contemplation and foster greater piety during the Holy Sacrifice. (St. Louis: The Queen's Work, 1948. Pp. 241.) INDIGENOUS RELIGIOUS CONGREGATIONS OF INDIA AND CEY-LON, edited by P. Rayana, S.J., is a very interesting, collection of the histories of native congregations of priests, Brothers, and Sisters in India and Ceylon. After an introduction explaining the fundamen-tals of the religious life, there follow five important Roman docu-ments regarding the establishment and the govern
Issue 26.1 of the Review for Religious, 1967. ; impl~m~ntation of. Vaticaffllf~ '~- Monastic Pr~opbsal for Canon Law~, ~ by Monasticum Consilium Iuris Canonici 19 " Interview With Abbot Butldr ~' ~ e~tri~ ~fi~1~ '~ ~6 '. _POverty ~n Rehg~ous Life 4, by Ladiilqk. M. ~0~, S.J. . 60 Sanctificati~p t~oug~he Apostolate ~ ' b~ C~rles ~. Schleck, O,S.C. 83" Religious Life and the Christian Life 7' , by Sist~ Elaine Marie,~ S.'L.~ 1~37 ;? Complementarity by ~vid B. Burrell, C.S.C. ~ 149, Bibliography f6r R~enewal " by: Damien ~Isabell, O.F.M., . and Brot~r . Joach(m, O.F.M.~ 16~ Survey of Roman Documents 174 Views, News, PreVie"ws 180 Questions and Answers 183 Book Reviews 191 VOLUM~ 26 NUMBER 1 January 1967 Volume 26 1967 EDITORIAL OFFICE St. Mary's College St. Marys, Kansas 66536 BUSINESS OFFICE 428 East Preston Street Baltimore, Maryland 21202 ASSOCIATE EDITORS Everett' A. Diederich, S.J. Augustine G. Ellard, S.$. ASSISTANT EDITORS Ralph F. Taylor, S.J. William J. Weiler, S.J. DEPARTMENTAL EDITORS Questions and Answers Joseph F. Gallen, S.J. St. Joseph's Church 321 Willings Alley Philadelphia, Pennsylvania 19106 Book Reviews William J. Mountain, S.J. Bellarmine School of Theology of Loyola University 230 South Lincoln Way North Aurora, Illinois 60542 Published in January, March, May, July, September, Novem. her on the fifteenth of the month. REVIEW FOR RELI. GIOUS is indexed in the CATHOLIC PERIODICAL IN-DEX and in BOOK REVIEW INDEX Notice to Subscribers Because of constantly increasing costs, REVIEW FOR RELIGIOUS finds it necessary to increase the cost of its individual issues as well as of its sub-scriptions. The new rates, effective in' 1967, are the following: (1) Individual issues of the REWEW now cost one dollar; this price applies not only to all issues beginning with 1967 but also to all previously published issues. (2) Subscriptions in the United States, Canada, and Mexico now cost $5.00 per year; $9.00 for two years. (3) Subscriptions to other countries now cost ,$5.50 per year; $10.00 for two years. (4) All the above prices are in terms of U.S.A. dollars; accordingly all payments must be made in U.S.A. funds. These prices affect all individual issues sold on or after January 1, 1967. The new subscription prices are applicable to all subscriptions--new and renewed--beginning with the January, 1967, issue of the REVIEW. JOSEPH F. GALLEN, S.J. Implementation of Vatican II on Religious Life The postconciliar motu proprio of August 6, effective October 11, 1966, obliges all Latin and Oriental religious institutes to put into effect the pertinent norms of Vati-can Council II. The institutes are to promote primarily a newness of spirit and through this effect a renewal and adaptation of life and discipline. Renewal is not accom-plished once for all time. It is a continuous process that is to be maintained by the fervor of the members and the care of chapters and superiors. The documents of the Council that are principally to be studied are the Decree on the Appropriate Renewal of the Religious Life and Chapters V and VI of the Dogmatic Constitution on the Church, but all other conciliar documents should also be considered. The principal part in renewal and adaptation apper-tains to the religious institutes themselves, especially through their general chapters. The chapter is not merely to legislate but should also further the spiritual and apostolic activity of the institute. To promote renewal and adaptation, a special general chapter, ordinary or extraordinary, is to be assembled within two or at the most three years in all institutes, whether pontifical or diocesan. This special chapter may be divided into two distinct periods of sessions, if the chapter itself so decrees in'a secret vote. The interval between the periods should not generally extend beyond a year. The general chapter has the authority to change cer-tain norms of the constitutions experimentally, provided the purpose, nature, and character of the institute are preserved. Prudent experiments contrary to the common law of the Church, if judged profitable, will be freely permitted by the Holy See. These experiments may be Joseph F. Gal-len, s.J., resides at Saint Joseph's Church; 321 Wil-lings Alley; Phila-delphia, Pennsyl-vania 19106. VOLUME 26, 1967 5 4. 4. 4. Joseph F. Gallen, S.1. REVIEW FOR RELIGIOUS 6 extended to the next ordinary general chapter, which also has the power to extend them but not beyond the following ordinary general chapter. The general council possesses the same authority of experimentation accord-ing to the conditions determined by the chapters in the intervals between these chapters. The definitive approba-tion of the constitutions is reserved to the Holy See for pontifical congregations and to the unanimous consent of all the local ordinaries in whose dioceses the congrega-tion has houses, in the case of a diocesan congregation. ,The cooperation of all superiors and members is necessary for the renewal of the religious life in them-selves, to prepare the spirit of the chapters, for accom-plishing the work of the chapters, and for the faithful observance of the norms enacted by the chapters. In preparing the special general chapter, the general council shall make provision for a wide and free consultation of the members and shall suitably collate and arrange the ideas received in this consultation to help and direct the work of the chapter. This can be accomplished through reports of community and provincial chapter discussions, appointment of commissions, sending out questionnaires, and so forth. The constitutions should contain the evangelical and theological principles on the religious life and on its union with the Church, as also the spirit and purposes of the founder and the sound traditions which constitute the spiritual patrimony of an institute. They should also include adequate but not superfluous juridical norms. The constitutions are to be imbued with the true spirit and be a vital rule. They must therefore contain both the spiritual and juridical norms and avoid a text that is merely exhortatory or merely juridical. The general chapters of institutes of simple vows should decree whether the constitutions are to permit or oblige to the renunciation of personal patrimonial property, whether already acquired or to be acquired, and whether the renunciation is to be made before perpetual profession or some years afterward. Superiors of all levels should have sufficient authority and be freed of the necessity of useless and too frequent recourse to higher authorities. Chapters and councils, each in their own way, should manifest the participation and care of all the members for the entire community, which will be verified especially if the members have a truly efficacious part in choosing those who constitute the chapters and councils. The study and meditation of the gospel and of all of Sacred Scripture is to be more intensely fostered in all the members from the noviceship, as also participation by more apt means in the life and mystery of the Church. For a closer participation in the liturgy, it is recom-mended that the entire or part of the Divine Office be substituted for a Little Office. A wider place is to be given to mental prayer instead of a multitude of vocal prayers, but the pious exercises commonly received in the Church are to be maintained. Religious more than the rest of the faithful should be devoted to penance and mortification. Penitential practices of an institute, if necessary, should be suitably adapted. In the present practice of the Sacred Congregation of Religious, an ordinary general chapter is one that takes place at the expiration of the term of office of the su-perior general, and on his or her death, resignation, or deposition; when convoked for any other reason, the chapter is extraordinary. The term of office of a superior general is ordinarily six years. The general chapter to be assembled within the next three years is special because its purpose is to promote renewal and adaptation. It may coincide with an ordinary general chapter; otherwise, it will be an extraordinary chapter of affairs, but no per-mission of the Holy See or of local ordinaries will be necessary to convoke it. The particular law of a lay religious congregation commonly consists of a Rule, if the congregation follows one, constitutions, directory, custom book, ordinances of the general chapter, regulations of higher superiors, book of common prayers, and a ceremonial. The congregation has had and still possesses the authority to change all of these except the Rule and constitutions. Any change in the Rule, e.g., of St. Augustine or St. Francis of Assisi, still demands the same authorization from the Holy See. Number six of the new norms of August 6 states: This general chapter has the right to change experimentally some norms of the constitutions . Prudent experiments contrary to the common law, if suitable, will be freely per-mitted by the Holy See. The expression, "some norms," is evidently vague. How-ever, the norms explicitly require the permission of the Holy See only for a change contrary to the common law, i.e., canon law. If permission were required for an ex-perimental change in any other type of article or with regard to any individual article, the necessity of such permission should have been stated; otherwise, the re-ligious institutes would be left with a highly obscure and sufficiently impractical power of experimentation, which would be contrary to the explicit purpose of the document. Obviously a congregation may not change any law of God that may be repeated in its constitutions, but it may experimentally change on its own authority any other norms of the constitutions, whether spiritual, ÷ ÷ ÷ Implementation o~ Vatican 11 VOLUME 26, 1967 7 ÷ ÷ ÷ 1oseph F~ Gallen, $.1. REVIEW FOR RELIGIOUS 8 merely disciplinary, or juridical or legal, with the ex-ception of changes that would be contrary to canon law. A list is appended of changes that would or would not be contrary to canon law. The new document also gives permission for one sus-pension and reconvening of the special general chapter. This matter was quite fully treated in the RzviEw FOg P, ZLICIOtJS, 2'1 (1965), 476-7. The doctrine there given was that an institute may have that number of distinct periods of sessions that is required for the proper carry-mg out of its work. The treatment of the question in the. RzwEw concluded as follows: A chapter should ordinarily be completed in the one session or series of sittings, simply because this is the usual practice and understanding. A suspension and reconvening of a chap-ter is permissible for a proportionate reason. This is forbidden neither by canon law nor, at least generally speaking, by the constitutions. It is also at times necessary or very useful for the satisfactory completion of the work of the chapter and there-fore in accord with the very nature of a chapter. Finally, canon law and the practice of .the Holy See in a.pproving, constitu-tions admit the suspension of a chapter in particular cases without any indication whatever thatsuspension is confined to these cases. C. before a paragraph means that the matter is con-trar. y to canon law and thus demands the permission of the Holy See for the experimental change. If there is no G. before the paragraph, the particular matter is not contrary to canon law and may therefore be changed experimentally without the permission of the Holy See in the case of pontifical institutes or that of the local ordinaries in the case of diocesan congregations. C. Change of the name of the institute or of its spe-cial purpose. Addition of new works. C. Changing a Rule, e.g., of St. Augustine or St. Francis. C. Subjection, care, and direction of a congregation of sisters by a~n institute of men. C. Elimination of the class of lay sisters and their transfer to the one class of sisters. Change in the rights and obligations of a class of sis-ters, e.g., of lay sisters. Change in active and passive voice for the election of delegates to the general or provincial chapter. C. To give less suffrages to the professed of temporary vows or to the novices. Giving, changing, or eliminating greater suffrages to those who have died in office or held office. Change or elimination, except in voting in a chapter, of precedence among members of the same institute. C. Elimination of precedence in voting in a chapter. Change in titles or names of sisters, e.g., with regard to title of mother and change from the name of a saint or mystery to the baptismal and family names of the in-dividual. Change in the habit and in the dress of the postulants provided the latter remains different from the habit of the novices. C. Change in the obligation of the professed and novices of wearing the religious habit. To exact or not exact a dowry, to exact it only condi-tionally, i.e., that the superior who admits should de-mand a dowry if and as far as this is possible; to exact it only from choir and not from lay sisters; to leave the determination of the amotmt of the dowry to the general chapter, mother general, mother provincial, or to the superior who admits; to determine when the dowry is to be given to the institute; to admit the candidate without a dowry when a just reason exists for doing so; to estab-lish that the candidate who was dispensed from the dowry or admitted without it must establish a dowry !ater if she receives any substantial gift or bequest. Establishment, change, elimination oL and dispensa-tion from the wardrobe and the sum to be paid for the expenses of the postulancy. Establishment, change, or elimination of the record o~ property that a candidate brings with her as also of witnesses for this record. Establishment, change, or elimination of the civilly valid document signed on admission to the postulancy in which the candidate declares that she will not seek compensation for services given to the institute before or after profession, if she leaves or is dismissed, as also with regard to the renewal of the document at the time of perpetual profession. Establishing or changing higher superiors competent to admit to the postulancy. Establishing, changing, or eliminating a vote of a council required for this admis-sion. C. Changing or eliminating any o~ the invalidating or merely prohibiting impediments to the noviceship established by canon 542, i.e., membership in a non- Catholic sect, and so forth. Change or elimination of any or all of the impediments to the noviceship established by the particular constitu-tions, e.g., the illegitimate who have not been legiti-mated, those over thirty years of age, widows, those who were postulants or novices in another religious institute, converts, and so forth. Establishing or changing the higher superiors com-petent to dispense from the impediments of the particu-÷ ÷ ÷ Implementation Vatican II VOLUME 26, 1967 9~ ]oseph F. Gallen, REVIEW FOR RELIGIOUS 10 ]ar constitutions as also the vote of a council for such dispensations. . C. Ghange or elimination of the testimonial letters required for a professed religious who passes from one to another institute, and for those who have been in an ec-clesiastical college, postulancy, or noviceship of another institute. G. Ghange or elimination of certificates of baptism and confirmation required for admission to the novice-ship. Ghange or elimination of certificates of character and of good health as also of other testimonials required by the constitutions, e.g., parents' marriage certificate, cel'- tificates of studies and academic degrees, consent of parents or guardians, and so forth. C. To eliminate, shorten to less than six months, or dispense from the postulancy prescribed by canon law. To eliminate, abbreviate, or extend a postulancy or a duration o~ postulancy commanded only by the particu-lar constitutions, e.g., to extend a postulancy of nine months to a year. To give higher superiors the power of dispensing from such a postulancy or duration. Establishing or changing higher superiors competent to dismiss postulants. Establishing, changing, or elimi-nating a vote of a council required for this dismissal. Giving a local superior the right of dismissing a postu-lant, e.g., in an urgent case. Changing the discipline and formation, study, and occupation in external works during the postulancy, and the separation or association of the postulants with the novices and]or the professed. Establishing or changing the frequency and content of the reports to higher superiors on the postulants, novices, and professed of temporary vows. C. Prolongation of the postulancy for a period longer than six months. Establishment, change, or elimination of request to higher superiors ~or admission to the noviceship and the professions. To change the vote for admission to the noviceship from deliberative to consultative or vice versa. To establish or change a prescription that the mother provincial admits to the noviceship with the deliberative or consultative vote of her council but that this must be. supplemented by the confirmation, approval, or consent of the mother general either alone or with the delibera-tive or consultative vote of the general council, or a prescription that the mother provincial with the deliber-ative or consultative vote of her council merely proposes the admission to the noviceship to the mother general, who admits with the deliberative or consultative vote of her council. C. To change the norms on the canonical examina-tion by the local ordinary or his delegate before entrance into the noviceship, first profession, and perpetual pro-fession. C. To change the duration of the eight-day retreat and the norms for general confession before the noviceship. To change the higher superior competent to establish or transfer a novitiate and the vote of the council for these acts. C. To change the prescription that the permission of the Holy See is necessary for the valid establishment or transfer of a novitiate in a pontifical institute or the pro-hibition of establishing more than one novitiate in the same province without a serious reason and a special apostolic indult. To change a prescription that the permission of the local ordinary is necessary for the valid establishment or transfer of a novitiate in a diocesan congregation. To establish, change, or eliminate the prescription that each province must have its own novitiate. C. To change the separation of the novices and pro-fessed and the prohibition of communication between them. C. To change the prescription that superiors are to assign only exemplary professed to the novitiate house. C. To enact the canonical year as valid before the completion of the fifteenth year, or when made for a period less than an entire and continuous year, or made in a house not legitimately designated as a novitiate house. To permit the canonical year of noviceship to be made other than in the first year, e.g., in a noviceship of two years or eighteen months. To change the manner of beginning the noviceship. C. To change the manner of computing the canoni-cal year. C. To change the norms for the interruption of the canonical year, i.e., (1) if a novice is dismissed by the superior and leaves the house; (2) if a novice, without the permission of the superior, leaves the house with the in-tention of not returning; (3) if a novice has remained outside the house for more than thirty days; or the norm for the suspension of the canonical year, i.e., if a novice has been absent from the novitiate house for more than fifteen but not beyond thirty days. To change the manner of computing a noviceship that is longer than a year, e.g., to change the profession day to the second anniversary of the beginning of the novice-ship from the day after this second anniversay. C. To change the norm that absence from the noviti. ate house during the canonical year is to be permitted only for a just and grave reason. Implementation Vatican H VOLUME 26, 1967 ÷ ÷ 4. Joseph F. Gallen, S.l. REVIEW FOR RELIGIOUS C. To change the norm that a noviceship made for one class is not valid for another. C. To change the norms that during the canonical year novices (1) must not be employed in external works of the congregation; (2) nor should they apply them-selves intensively to the study of letters, sciences, or the arts; or that during the second year (3) the novices should not be employed in the external works beyond that per-mitted in the Instruction of the Sacred Congregation of Religious of November 3, 1921. C. To change the norm that the noviceship is not to be prolonged for more than six months. To change the vote of the council that the higher su-perior may need for a prolongation of the noviceship, e.g., from consultative to deliberative or vice versa. To change the higher superior competent for the dis-missal of a novice as also the vote for this dismissal. C. To change the duration of the eight-day retreat before first profession. To change the prescription that each novice is to be given a complete copy of the constitutions from the be-ginning of the noviceship. To establish or change those competent to admit a novice in danger of death to profession. C. To change the vote of the council for first pro-fession from deliberative to consultative or to no vote. C. To abbreviate or eliminate the three full years of temporary vows required before perpetual profession or to establish a period of temporary vows longer than six years. To prolong temporary profession in such a way that the total time in temporary vows is longer than six years. To change the manner of computing temporary profession (August 15, 1966-August 15, 1969). To establish or change the duration of the various temporary professions, e,g., five annual professions, three annual and one of two years, two annual and one of three years, one of two years and one of three, one of three and one of two years. To establish, abbreviate, extend, or abrogate a period of temporary vows longer than three but not longer than six years before perpetual profession. To dispense in whole or in part from a period of tem-porary vows beyond three years. C. To enact or permit that the first temporary pro-fession be made outside the novitiate house. To establish or change the place for renewals and pro-longation of temporary vows and for perpetual profes-sion. To establish or change the superior competent to de-cree a prolongation of temporary profession. C. To permit the anticipation of the renewal of temporary profession by more than a month or to permit the anticipation of perpetual profession. To change the formula and rite of profession. C. To change the prescription that there is to be no interval without vows between temporary professions or between temporary and perpetual profession. C. To change the prescription that the written decla-ration of a profession must be signed by the professed and the one who received the profession. To establish, change, or abrogate a prescription that the written declaration of a profession must be signed by other witnesses. C. To abrogate or change the canonical requisites for the validity of any juridical religious profession of canons 572-3, e.g., the sixteen and twenty-one full years necessary for the validity of temporary and perpetual profession. C. To change the norm that an invalid noviceship in-validates any subsequent religious profession. To establish or change the higher superior competent for admission to profession, the norms on the consent or confirmation of the mother general of an admission by the mother provincial, or on requests to the mother gen-eral by the mother provincial for admission, to enact a deliberative or consultative vote for perpetual profession and for renewal of temporary w)ws; and to establish or change to no vote a deliberative or consultative vote for the prolongation of temporary vows. To establish or change the higher superiors competent for the reception of various professions; to change this superior from the local ordinary to a higher superior of the institute; to delegate others also by the law of the constitutions for reception, e.g., provincial, regional, and local superiors, and their legitimate substitutes. C. To change the canonical norms on the convalida-tion and sanation of an invalid religious profession. C. To change the definition of the religious vows of poverty, chastity, and obedience. C. To eliminate or restrict the right of professed of simple vows to retain or acquire property for themselves (c. 101, § l, 2o). , C. To abrogate or change th~ prescription that a pro-fessed of simple vows must ced~ the administration and dispose of the use and nsufruct o! property already owned or acquired. | C. To abrogate or change the prescription that the permission of the Holy See is r ecessary for a change in favor of the congregation of a m~table part of this cession and disposition. C. To abrogate or change the prescription that a + 4. Implementation Vatican 11 VOLUME 26, 1967 13 ÷ ÷ ÷ Joseph F. Gallen, $.1. REVIEW FOR RELIGIOUS 14 novice in religious congregations, before profession of temporary vows, is to make a civilly valid will concern-ing all the property she actually possesses or may subse-quently acquire. C. To abrogate or change the permission demanded by canon law for a change in this will. C. To permit a peculium, to change or abrogate the norm that the material necessities are at least ordinarily and habitually to be requested from and supplied by the institute, or to eliminate the obligation of avoiding superfluities. To change the formula required for the imposition of a precept in virtue of the vow of obedience, to change the superiors competent to give such a precept, e.g., to give this power or take it away from local superiors. To change the prescribed frequency of confession. C. "To change the canonical norms on the place for the confessions of women. C. To eliminate or change the necessity of special jurisdiction for the confessions of professed religiou,s women and novices. C. To have more than one ordinary confessor for reasons beyond those stated in canon law. C. To change the canonical norms on the special or-dinary confessor, the extraordinary, supplementary, and occasional confessors, the confessor of a seriously sick sister, and the confessor of anyone in danger of death. G. To change the canonical norms on the duration of the term and the reappointment of the ordinary confes-sor. C. To change the prohibition of interference into the internal and external government of the community by ordinary and extraordinary confessors. To change the canonical norms on manifestation of conscience. G. To change the prescriptions concerning daily at-tendance at Mass, or the promotion of frequent and daily Communion, or the power of a superior to forbid a subject to receive Holy Communion in the case of grave scandal or of a serious external fault until she has ap-proached the sacrament of penance. To adopt the Divine Office, e.g., Lauds, Vespers, and Compline, and in the vernacular. To determine the part of the Office that is to be said in common. To legislate on the duration, hour, and place of mental prayer; on vocal prayer, e.g., on the quantity and the specific vocal prayers to be said; on the preparation for mental prayer; the particular and general examen; spiri. tual reading; the number and duration of prescribed visits to the Blessed Sacrament; duration of the annual retreat and duration of other retreats; on tridua; deter- mination of the precise day, d~ making the monthly recollectiox and devotional practices; and t tional renewal of vows and to ~ rite of this renewal. To eliminate, lessen, or chang. the chapter of faults. To chanf mortification and penance impo~ constitutions. C. To change the canonic~ cloister. To extend the prohibition of tered sections also to those of tl the same prohibition. To change the law of compan approved by the Sacred Congr the approval of constitntions, e. to. leave the house without a judgment of the superior, there so." "No sister shall go out with~ superior, who should if possibl trustworthy person as her comF To legislate on silence. To change the norms on th, for correspondence. To change tion of correspondence. To change the norms on or table. To change the suffrages [or tl~ C. To change the canonica ofa professed religious to anoth~ C. To change the canonical the expiration of temporary and secularization, dismissal, professed to secular life, and t] To enact that a canonical d: [essed of perpetual vows from ai To establish or change the d~ the general chapter, e.g., three, sembly. To change the place or dat~ specified in the constitutions. To establish or change the let deferring of the general chapter, To change the date of the ass ter after the death, resignatio: mother general, e.g., three or si To establish or change ex ot general chapter given to [orm~ establish or change a system of ration, and manner of t; on seasonal devotions ) legislate on the devo- :hange the formula and the manner of holding or adapt practices of ed or encouraged in the prescriptions on the entrance into the clois- ~e same sex; to abrogate ion to one of the norms .-'.gation of Religious in ,,., "Sisters are permitted ::ompanion when, in the is a just cause for doing .ut the permission of her '.: send, a sister or some lnion. ' necessity of permission or eliminate the inspec-to eliminate reading at deceased. norms on the transfer .~ institute. norms on departure at .rofession, exclaustration :,rovisional return of a ~ charitable subsidy. smissal frees also a pro- 1 her religious vows. ~te of the convocation of six months before its as-of the general chapter th of an anticipation or e.g., three or six months. ~mbly of a general chap- 1, or deposition of the ¢ months. ficio membership in the .r superiors general. To ~lelegates for the general ÷ + ÷ Irat~lementation ol Vatican 11 VOLUME 26, 1967 ]5 ÷ ÷ ÷ .~oseph F. Gailen, $.1. REVIEW FOR RELIGIOUS 16 or provincial chapter. To give ex officio membership in the general chapter to regional superiors. To establish that the mother general may summon others sisters who are not capitulars to assist in the clerical and similar work of the chapter, also to invite such sisters and externs to present and discuss questions with the chapter. To establish more than two tellers. To establish or change the number of capitulars who must be present for the validity of the acts of a general, provincial, or local chapter, e.g., two-thirds. To establish that a vote may be given by letter or proxy. C. To eliminate the presidency of the local ordinary at the election of the mother general or his right of con-firming this election in diocesan congregations. To enact or change a prescription that all sisters are obliged to accept any office to which they were elected. To enact or change, according to the system, a norm of the following tenor; from the date of the letter of convocation until the completion of the election of delegates, no vocal shall be transferred from one house to another; neither shall local superiors be changed until after the general or provincial chapter. In congregations divided into provinces, to establish or change the delegates to the general chapter from houses immediately subject to the mother general. To establish or change the number of de.legates to the general chapter from each province, e.g., two, three, four, five. To enact such delegates according to the number of sisters in a province. To give the provincial chapter authority to make proposals to the general chapter; to give it also the authority to make enactments for the province, which, however~ are not effective until approved by the mother general with the consent of her council. To eliminate the provincial chapter, i.e., to have the delegates elected merely by mailing in the votes from the houses to the mother provincial. To establish a norm on prudent consultation regard-ing the qualities of those eligible for office. To establish that the ballots are to be burned only after each session. To enact that before the election of the mother gen-eral, each and every capitular shall promise by oath to elect the one who, before God, she judges should be chosen. To forbid postulation in elections. To establish or change a retreat before the general or provincial chapter as also its duration and exposition of the Blessed Sacrament during it. C. To change the canonical mother general, i.e., ten years and forty years of age. To change the duration in off the length of her term; to estalz tion of her immediate reelectio: To enact that the secretary I eral are to be elected in the appointed by the mother gene, council and with or without a ~ ¯ To change the qualities reqt e.g., the age. To establish or change the n c6uncilor elected is also the assi a special election for this afv have been elected. To establish or change the n eral councilors except the assis secretary or treasurer general. To establish that the voting the chapter of affairs. To establish who have the to the general or provincial which the proposals must be p To establish that committee~, be appointed before the chapte lars by the mother general or 1 To establish that all ordina~ are to be confirmed, modified, chapter or that they remain i: abrogated by a subsequent cha[ To establish the norms on tt one province to another. C. To change the canonica nial report to the Holy See. To establish or change th~ visitation by higher superiors. To establish or exclude the for the higher superior in canor To establish or change the n another sister to make the car To enact that three general side the motherhouse. To enact the frequency of provincial, regional, and local ~ To determine the matters th a council by the law of the co~ To enact or abrogate an adx To enact the frequency of treasurer general to the mothe from the provincial and regior qualities required for a ff profession, legitimacy, ce of the mother general; lish or change a prohibi- ~.:neral and treasurer gen- 'eneral chapter or to be with the consent of her 'etermined term of office. !ired in a general official, :,rm that the first general stant general and to have ~r all general councilors orm that any of the gen- :ant general may also be ;~to be public or secret in ght of making, proposals :hapter and the time at ~sented. for the proposals are to v from among the capitu-aother provincial. ices of a general chapter or abrogated in the next ~ force until modified or transfer of a sister from norms on the quinquen-frequency of canonical aecessity of a companion ~ical visitations. wms for the delegation of 0nical visitation. councilors may live out-meetings of the general, :ouncils. at require a secret vote of ~stitutions. aonitor for superiors. tnancial reports from the general and her council, al superior to the mother ÷ ÷ Impleraentation o] Vatican II VOLUME 26, 1967 17 ÷ ÷ ÷ lo~eph F. Gallen, $.1. general; and from local superiors to the mother general, provincial, or regional superior. To establish norms for the investment of money. To establish the tax on houses, regions, and provinces for regional, provincial, and general expenses. To es-tablish norms for extraordinary taxes. C. To change the canonical norms on alienation, con-tracting of debts and obligations, or business and trade. To establish whether each province is to have its own house of studies. C. To change the canonical norms on the establish-ment, union, and suppression of provinces. C. To change the thirty years of age, legitimacy, and ten years of profession required by canon law for a mother provincial. To enact or change a higher age for the mother provin-cial, e.g., thirty-five years. To enact or change the number of provincial coun-cilors, i.e., two or four. To determine the duration in office and the norms for immediate reelection or reappointment of the mother provincial, provincial councilors, secretary, and treasurer. To enact whether all or some of these are to be appointed by the mother general with the consent of her council or elected in the provincial chapter. To determine the authority of a regional superior, the number of her councilors, frequency of council meetings, and the qualities necessary in a regional superior and officials. C. To change the canonical norms on the erection and suppression of houses. To enact that a local superior in office for sever~il suc-cessive years, e.g., six or twelve, may not again be ap-pointed local superior in any house, outside of a case of serious necessity, before the lapse of a certain number of years, e.g., one, two, three, six. To determine the number of local councilors. To establish or change a term of office for the mistress of novices; to forbid her continuation in office beyond a certain number of years, e.g., twelve. To establish that the mother general may authentically interpret the ordinances of the general chapter. To establish or change a two-thirds vote of the general chapter required for a change in the constitutions. To legislate on the juniorate, the education, and for-mation of the members of the congregation. REVIEW FOR RELIGIOUS 18 CONSILIU~ MONASTICIM CANONICI A Monastic P Introductory Remarks [These introductory remarks wet meeting of the Canon Law Society 1966.] "The Monastic Proposal for Law" had its origin in early 1964 Canon Law Society, Monsignor Spencer Abbey. Monsignor tol~ board had decided to sponsor "in problematic areas in canonical ] which is almost wholly lacking il is such a problematic area. Mon., in the work of the Society in thi: After consulting with variot with Monsignor Harrington, it ~ the active collaboration of all the United States and Canada who enter into the project. This C( we came to call this gathering o to elaborate a proposal for mon: discussed in some general way i~ national convention and present mission for the Revision of the In the months following I vi teries and came into contact canonists. With the help of the~ tionnaire .was prepared and set periors of the United States and The whole question of mona~ into twelve topical sections. Tw( took to prepare background stm IURIS :oposal for Revision of anon Law given at the twenty-eighth ,f America, October ! 1-13, the Revision of Canon ~vhen the president of the Paul Harrington, visited me that the executive depth studies" of various .~gislation. Monastic law, the present codification, gnor invited me to assist area. ; abbots and at length as decided we would seek monastic canonists of the were willing and able to ,nsilium Monasticum, as [ monastic canonists, was ~stic law which would be a workshop of the 1965 ~.~d to the Pontifical Cora-l: ode of Canon Law. Jted over twenty monas-vith thirty-five monastic men an extensive ques-to all the monastic su- Canada in January, 1965. tic provision was divided , or three canonists under-lies in each of these areas. ÷ ÷ ÷ Monastic Proposal VOLUME 26, !.967 19 MoCnoanstsii~lluumm REVIEW FOR RELIGIOUS 2O As replies to the questionnaire were received, the pertinent matter was forwarded to the respective canonists. In April, 1965, twenty-five monastic canonists and scholars assem-bled for a week's meeting at New Melleray Abbey near Dubuque. Father Paul Boyle, C.P., president of the Canon Law Society, took an active part in the discussions, as did Father James Richardson, C.M., chairman of the canon law committee of the Conference of Major Superiors of Men, and Abbot Lawrence Vohs, O.S.B., chairman of the Benedictine Canon Law Committee. After the twelve topical areas had been discussed at length, the canonists voted on some sixty-four conclusions, all of which were passed by a sizable majority. In a number of cases they were unanimously adopted by all. These conclusions were then sent to the responding superiors and participating canonists, and further comment and elaboration were in-vited. In the course of the following summer a workshop took place at St. Joseph's Abbey; Spencer, Massachusetts. Since it was thought that a" concrete proposal would receive more serious attention, this workshop undertook to pre-pare a schema of such a proposal entitled "Propositum Monasticum de Codice Iuris Canonici Recognoscendo." At this time the project began to elicit international atten-tion in monastic circles. Written communications were received from all parts of the world. The summer work-shop, which was a rather informal affair, received visits from such men as the abbot general of the Olivetans, com-ing from Italy; a Benedictine Abbot from the pontifical abbey in Jerusalem; and a representative of the abbots of France, who met in Paris in July to discuss the conclusions of our meeting at New Melleray. In September, 1965, a schema of the "Propositum" was sent out to the superiors and canonists, suggestions and recommendations being again invited. In October, a meet-ing of monastic canonists was held in Chicago to consider the schema, canon by canon. At this meeting we were privi-leged to have the foremost scholar of monasticism of our times, Dom Jean Leclercq, O.S.B., a professor of the Bene-dictine International College in Rome and a peritus of the Council. While all the conclusions incorporated into the schema had bee.n adopted by a large majority of the participating canonists, unanimity had not been obtained on a number of points. In view of this the Chicago monastic meeting voted that two spokesmen should prepare a statement of the minority positions to accompany our proposals. Un-fortunately, they decided after two months of deliberation not to present their views with the "Propositum Monastio cum." As a result of this delay it was only at: their January meeting that most of the members of the Society's execu-tive board received copies of the "Proposit,um." However, i after due deliberation, the exect mously that the president of th, the "Propositum" to the chairm mission as the contribution of a the Canon Law Society of Ame president of the Society for~ Monasticum" to His Eminence, The "Propositum Monasticurr Copies were sent to all the memh mission and to the consultors co the revision. Many of them hav~ their appreciation of the work nasticum," continues to be stm throughout the world. In gener~ its contents. However, some find In conclusion I would like throughout the world are grat Society of America for the opp! nasticism to make its needs knc sion of canon law. M. Ba Chairman Spen PREFA( Under* the guidance of the S sembled at the Second Ecumenic has so enkindled the spirit of rer no matter what his rank or statu: toward the fullness of Christian ing to all men the witness of a tr This renewal of the Spirit ha,. the People of God. The Churcl~ removing the obsolete, adding both new things and old to pro, the Lord. Since the compilation and pr Code, monasticism in God's p~ all exceptionally vigorous ex[ Council gives eminent witness t~ in the Church today, when in it of religious life, it acknowledge~, importance of monasticism fox Praising the ancient monastic Council requires their adaptatk ent, "so that the monasteries wi] building up the Christian pe~ The new forms of cenobitic * This is an English translation pre[ ticum from the original Latin text wh v. 26 0966), pp. 331-357. tive board voted unani- Society should forward tn of the Revision Corn- ]committee sponsored by !ica. On February 2, the arded the "Propositum Pietro Cardinal Ciriaci. ." has been well received. ~.rs of the Pontifical Com-acerned with this area of written to us expressing The "Propositum Mo-lied by monastic groups d most have agreed with it too extensive. to say that the monks eful to the Canon Law ~rtunity it has given mo- ~n in regard to the revi-il Pennington, O.C.S.O. Consilium Monasticum St. Joseph's Abbey :er, Massachusetts 01562 :E pirit, Christ's Church, as-al Council of the Vatican, ewal that every Christian, ~, can more surely advance life and perfect love, giv-ae follower of Christ. not neglected the law of desires to revise her law, the pertinent, presenting ide for all in the house of ~mulgation of the present )vidence has experienced !ansion. The Ecumenical the value of monastic life proposals on the renewal both the past and present the Church and society. traditions of service, the ,n to the needs of the pres- 1 be, as it were, sources for ple." ~nd eremitic life rising in ared by the Consilium Monas-ich was published in the Jurist, ÷ ÷ ÷ Monastic Proposal VOLUME 26, 1967 21 Consillum Monosticum REVIEW FOR RELIGIOUS many parts of the world today are further indications of monastic vitality. The eremitical life, a ,~ery special ex-pression of monasticism, is to be highly esteemed; for, by God's grace, it engendered men of great h61iness through-out the Christian centuries. The revised Code must neces-sarily provide some legislation to foster and strengthen this way of life. It is fitting that monks take part in the renewal of the law they are to live by. Living in a monastic milieu, follow-ing a rule hallowed by centuries, they more aptly know by experience the authentic needs and desires of this partic-ular way of life. Through this "Proposal" monastic canon-ists from various institutes and countries wish to humbly offer their collaboration, so that the new, corpus of law will be such that all monks may pursue a more faithful and fruitful monastic life before the People of God and all mankind. A concrete proposal of a Titulus:for the revised Code is presented, to obtain, in a complete and orderly way, more satisfactory norms for monks. Since the promulgation of the present Code deeper his-torical and theolo'gical studies of monasticism have been made in various monastic orders and congregations, grad-ually restoring authentic spirit and meaning. Scientific investigations of the ordo monasticus (order of monks) and monastic law have been very fruitful. The Sacred Congre-gation for Religious has issued many documents in our day pertaining to monasticism, e,g., the Law Proper to the Confederation of Monastic Congregations o~ the Order of Saint Benedict, confirmed by Pope Pius XII, and the legis-lation for nuns which has practically revised their entire law. Pius XII's radio addresses to cloistered nuns concern-ing the contemplative life should also be cited. Further-more,: ample provision for monks has been made in the Oriental Code. From these various documents it is evident that the Holy See is vitally concerned about the needs of monasticism. References can be inserted in the monastic title to those laws for religious which may be proportionately applied to monks--in a manner exemplified in Title XVII of Book II of the present Code. The sources given in this Proposal for each canon are not exhaustive. Only those texts issued by the Holy See since the promulgation of the present Code are cited. How-ever, because of its authority, discretion, and paramount influence on Western monasticism we frequently cite the Rule of Saint Benedict, that father and legislator of monks, under whose patronage we humbly offer this "Proposal." Consilium Monasticum Iuris Canonici Office of the Moderator Saint Joseph's Abbey Spencer, Massachusetts 01562 MONASTIC LIFE or THE Section 1. Monastic life. Chapter 1. Monasteries an Article I. Monasteries] Article 2. Federation. Chapter 2. Internal mona Article 1. Admission. Article 2. Studies. Article 3. Obligations Article 4. Transfer. Article 5. Egress. ORDER OF MONKS federation. tic law. Section 2. Specific forms of rc 3nastic life. Chapter 1. Cenobitic life. Article 1. Government. Article 2. Apostolate. Chapter 2. Eremitical life Chapter 3. Integral conte aplative life. 1-22 4-10 4-6 7-10 11-22 11-14 15-16 17-18 19-20 21-22 23--42 23-30 24-28 29-30 31-38 39-42 Monmtic Proposal VOLUME 26, 1967 23 MONASTIC LIFE or THE ORDER OF MONKS SECTION 1 MONASTIC LIFE .÷ ÷ ÷ C~onsilium Monasticum REVIEW FOR REL]GIdU~; 24 Canon 1 It is of great importance to the Church that the conse-crated life, lived according to :the monastic traditions preserved through the centuries, should continuously be adapted to time and place, that there might always be men of prayer unceasingly imploring divine mercy, draw-ing down every heavenly blessing upon the People of God. NOTE: Monastic life is distinguished" from other forms of religious life because of its proper characteristics, which are expressed in the various monastic rules, among which, in the West, the Rule of Saint Benedict ~holds a special place. In this form of life "the principal occupation is to pray to God" (John XXIII, Allocution, Vos paterno animo). The apostolic significance of this has in our days become more evident. Solitude and separation from the world pertain to every religious: "Every vocation dedi-cated to God requires them, each in its own proper way" (cf. Pius XII, Allocution, Haud mediocri, Feb. 11, 1958). However in the monastic life they have a very special meaning, both for the Church and for civil society, as Paul VI has clearly taught (cf. Allocution, Quale salute, Oct. 24, 1964). Stability in this state is confirmed "by vows, or by other sacred bonds (e.g., promise, oath, con-secration: c[. Pius XII, Apostolic Const., Provida Mater Ecclesia, Feb. 2, 1947, art. III, par. 2, no. 1) which are like vows in their purpose." (Second Vatican Council, Dogmatic Const. on the Church, chap. 6; no. 44). The order of monks, then, "though it is not of the hierarchical structure of the Church, nevertheless undeniably belongs to its life and holiness" (ibid.). SOURCES: Rule of St. Benedict, chs. 4, 43, 50, 66, 73; Second Vatican Council, Decree on the Renewal of Re-ligious Life, nos. 2, 5, 9; Decree on the Missionary Activity of the Church, nos. 18, 40; Benedict XV, Encyclical Letter, Principi Apostolorum, Oct. 5, 1920; Plus X'I, Epistle, Non sine animi, Male 28, 1923; Apostolic Const., Umbratilem remotamque wtam, July 8, 1924; Apostolic Letter, Monachorum vita, Jan. 26, 1925; Encyclical Letter, Rerum Ecclesiae, Feb. 28, 1926; Pius XII, Encyclical Letter, Fulgens radiatur, Mar. 21, 1947; Epistle, Sedecim ante saeculis, Mar. 25, 1948; Apostolic Const., Sponsa Christi, Nov. 21, 1950; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 31M par. 3; Allocution, Omnibus probe, Sept. 24, 1953; Encyclical Letter, Ecclesiae fastos, June 5, 1954; E.pistle, Sexto decimo revoIuto, May 31, 1956; Allocution, Nous sommes heureux, Apr. 11, 1958; John XXIII, Allocutions, Vos paterno animo, Sept. 25, 1959; Allocution, Notre joie, Oct. 20, 1960; Epistle, Recens a te, Oct. 20, 1960; Paul VI, Allocution, Quale salute, Oct. 24, 1964; Sacred Congregation for Religious, Instruc-tion, Inter praeclara, Nov. 23, 1950. Canon 2 The dispositions concerning monks, even when ex-pressed in the masculine gender, apply equally to nuns, unless it appears otherwise from the context or from the nature of the case. NOTE: Everyone is well aware that women have entered more fruitfully into public affairs. They are becoming continuously more conscious of. their full human dignity. It is wholly undesirable then that they should find them-selves treated as inferiors or minors in the law of the Church. It seems that the law for nuns regarding regular superi-ors should be so revised as to exempt both them and their monasteries, making them solely dependent on the regular superiors of their own order. The principal rea-son for this is to safeguard the spirit proper to theorder. But no one can fail to see the difficulties in having two superiors and having to seek direction from both in many matters. The local ordinary should retain the right and duty to supply for deficiencies if the regular superior is seriously neglectful. But in general, the abbess should rule her own monastery without masculine intervention. To obtain a suitable renewal of the legislation for nuns, their desires and recommendations can be ascer-tained from meetings of federations or from other legiti-mately convoked assemblies. SOURCES: Code of Canon Law, canon 490; John XXIII, Encyclical Letter, Pacem in terris, Apr. I 1, 1963; Paul VI, Allocution, E motivo, Sept. 8, 1965; Sacred Congregation for Religious, Decree Ior the Order o[ Re[ormed Cister-clans, Dec. 27, 1965, no. 5. Canon 3 Monastic institutes by their nature are neither clerical nor lay. ~qthout prejudice to their constitutions and par-ticular laws, they are subject to the canons that follow. NOTE: Monastic life is not an intermediate state be-tween the clerical and lay states in the divine hierarchical structure of the Church. Rather, the faithful are called by God from both these states of life to enjoy this particu-lar gift in the life of the Church and thus each in his own way to assist in her salvific mission. SOURCES: Code of Canon Law, canon 488, no. 4; Second Vatican Council, Dogmatic Const. on the Church, no. 43; Plus XII, Allocution, Annus sacer, Dec. 8, 1950, part I; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 314, par. 3. CHAPTER 1 MONASTERIES AND FEDERATION Article 1--Monasteries Canon 4 1. A monastery, a dwelling in which monastic life is lived, is designated autonomous if the community, in re- Monastic Proposal VOLUME 26, 1967 25 ÷ Consillum M onasticura REVIEW FOR REI'IGIOUS gard to the ordinary monastic regimen, rules itseff through an abbot, over whom in the internal government there is no other ordinary superior. 2. In law, the term monastery includes also a laura; and the term abbot, any superior of a monastery, without prej-udice to the particular prescriptions in the constitutions of each institute. NOTE: 1. For the sake of clarity the term monastery is here canonically determined as "a dwelling in which monastic life is lived." In law nothing is so dangerous as to call things by the same name, or include them under a single term, when they are to be guided by different norms. It is expedient that things which are to be subject to di-verse laws be distinguished by different names. The concept of an autonomous monastery, already found in the Code, is defined here following the thought common to the authors. Cf. A. Larraona in Commentar,um pro religiosis, III (1922), pp. 133 ff.; A. Vermeersch in Periodica, X (1922), pp. (7) ff.; J. Konrad, The Transfer of Religious to Anott~er Community (Catholic University Press: Washington, 1949), pp. 94 ft.; U. Beste, Introductio in Codicem, ed. 5 (D'Auria: Naples, 1956), p. 331. 2. A laura, the union of several hermitages under one moderator or spiritual father, can be autonomous like a monastery. It belongs to the constitutions of each monastic institute to determine which superiors are to re-ceive the name of abbot or the equivalent office. SOURCES: Pius XII, Encyclical Letter, Fulgens radiatur, Mar. 21, 1947; Homily, Exultent hodie, Sept. 18, 1947; Apostolic Const., Sponsa Christi, Nov. 21~ 1950: General Statutes, art. VI; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canons 8; 313, par. 2. Canon 5 1. For the erection of an exempt monastery, in addi-tion to the requirements of the statutes of each institute, the approval of the Apostolic See and the written con-sent of the local ordinary are necessary. 2. The local ordinary may establish a monastery, even an autonomous one, in which the members will seek evan-gelical perfection according to the rules and traditions of monasticism; but he must first consult the Apostolic See or at least the national Conference of Bishops. 3. In the case of nuns who pertain to an order, it is fur-ther required that they be affiliated by an abbot of the first order, at least in regard to spiritual care. 4. The erection of a monastery or the permission to es-tablish a new monastery includes authorization to have a church or public oratory and to carry out sacred func-tions there; it also includes, without prejudice to condi-tions laid down in the decree of erection or the permission, authorization for all the devout works proper to the mon-astery according to its statutes. NOTE: 1. This is the present law. 2. Under the present law a bishop may establish a religious congregation (canon 492, par. 1). Why may he not also establish a monastery? It is certainly desirable that monasteries be formed in federations (i.e., congregations) and confederations, which provide mutual aid both spiritual and temporal. Neverthe-less, each monastic institute has its own proper rule and constitutions which to some extent limit the expressions of monasticism possible within the institute. Provision is needed, especially today, for the expressions evolving from fruitful monastic traditions. The diocesan setting seems most suitable for these experiments, as it has been for new religious congregations and, in an earlier tradition, for the foundation of new monasteries. Ordinarily at the present time when a monk, led by the Spirit, undertakes an experiment in monasticisrn under episcopal auspices, he must seek an indult of exclaustration, or even of secularization, relinquishing his canonical status as a monk. This is not canonical equity. 3. This provision, in force already for tertiaries tcanon 492, par. 1), is advocated so that nuns may receive a ormation according to the true spirit of their own in-stitute (cf. Pius XII, Radio Message. Cddant volontiers, luly 19, 1958), and also other assistance according to the particular form of affiliation. 4. This is the present law. SOURCES: 1. Code of Canon Law, canon 497, par. 1; Pius XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 8, par. 3. 2. Code of Canon Law, canon 492, par. I; Second Vatican Council, Deo'ee on the Renewal of Re-ligious LiJe, no. 19; Pius XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 8, par. 1. 3. Code of Canon Law, canon 492, par. 1; Plus XII, Radio Message, Cddant volontiers, July 19, 1958; Sacred Congregation for Religious, Epistle to the Apostolic Nuncios, Mar. 7, 1951. 4. Code of Canon Law, canon 497, par. 1; Pius XII, Apostolic Letter, Postquara apostollcls, Feb. 9, 1952, canon 9, par. 1. Canon 6 I. Preserving always the spirit of evangelical poverty, every monastery can acquire and possess temporalities with stable revenues. 2. The temporalities are to be administered according to the norms of the constitutions and the prescriptions of canons 532, 536, and 537. NOTE: According to monastic tradition and the common law of the Church, each monastery, as a moral person, has the right to acquire, retain, "and administer temporal goods, and the obligation to provide a suitable home and sustenance for its monks. The value and need of a spirit of poverty, which is an essential of the Christian message and a first principle of monasticism, does not exempt monks from having a proper esteem for the economic order and from using material goods in conformity with Monastic Proposal VOLUME 26, 1967 + ÷ ÷ Consilium M onasticum REVIEW FOR RELIGIOUS their state. They should be most eager and generous in coming to the aid of the poor. In a true spirit of poverty, they should keep only what is useful to the community, lest their wealth become an occasion of discord, envy, or pride. The faculties concerning administration which are found in the Rescript, Gum admotae, of Nov. 6, 1964, should be incorporated into the common law and be extended to all abbots. SOURCES: Rule of St. Benedict, chs. 31-34, 66; Code of Canon Law, canons 496; 531-532; 1495, par. 2; Second Vatican Council, Decree on the Renewal of Religious Lqe, no. 13; Pius XII, Radio Message, Oggi al compiersi, Sept. 1, 1944; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canons 63-64; John XXIII, Encyclical Letter, Mater et Magistra, May 15, 1961; Paul VI, Encyclical Letter, Ecclesiam Suam, Aug. 6, 1964. Article 2---Federation Canon 7 Federations of monasteries, unions of several autono-mous monasteries under one superior, while maintaining the principle of autonomy, are highly recommended, to promote true monastic life and to foster the full develop-ment of each monk in his vocation. NOTE: Because monastic congregations have the nature of federated unions, the term "federation," which is found in the Apostolic Constitution, Sponsa Christi (General Statutes, article VII), seems preferable. In a federation each monastery retains its own proper independence and juridic personality. The superior of the union can use the title of Abbot President, Abbot General, or Archabbot. His powers within the federation, which are determined by the constitutions, are ordinarily to be quite restricted. SOURCES: Code of Canon Law, canon 488, no. 2; Second Vatican Council, Decree on the Renewal of Religious Life, no. 22; Pius XII, Homily, Exsultent hodie, Sept. 18, 1947; Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. VII; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canons 11; 313, par. 1, no. 1; Allocution, Omnibus probe, Sept. 24, 1953; Radio Message, Lorsque Nous. Aug. 2, 1958; John XXIII, Allocution, Notre joie, Oct. 20, 1960; Epistle, II tempio massimo, July 2, 1962; Sacred Congregation for Religious, Instruction, Inter praeclara, Nov. 23, 1950, no. XVII; Epistle to the Apostolic Nuncios, Mar. 7, 1951. Canon 8 Confederations, fraternal associations of several mo-nastic federations under one primate, are also strongly recommended. NOTE: Confederations of monastic federations are to be set up that through the fraternal unity and cooperation of the federations, according to the norms and within the limits defincd by the Holy See, monastic life will be faith- fully upheld. Adapted to the needs of our days, it will be sustained by the fraternal assistance in personnel, posses-sions, and activities shared among the federations. SOURCES: Second Vatican Council, Decree on the Re-newal of Religious Life, no. 22; Pius XII, Homily, Ex-sultent hodie, Sept. 18, 1947; Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. VII; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 313, par. 1, no. 1; Brief, Pacis vinculum, Mar. 21, 1952; Allocution, Omnibus probe, Sept. 24, 1953; Radio Message, Lorsque Nous, Aug. 2, 1958; John XXI/I, Allocution, Vos paterno animo, Sept. 25, 1959; Sacred Congregation for Religious, Decree of Mar. 21, 1952, "Lex propria," nos. 4, 21, 22. Canon 9 The establishment of a federation or confederation with its own proper laws is reserved to the Apostolic See. Such unions exercise only an office of service toward the monasteries and the monks, especially through visitation, appellate judicature, and fraternal assistance. NOTE: Federation and confederation presuppose some general laws accepted by all the monasteries but do not exclude particular norms and customs in each monastery. The list of functions of a federation or confederation in the canon is not exhaustive. SOURCES: Code of Canon Law, canons 488, no. 8; 501, par. 3; Pius XI, Encyclical Letter, Quadragesimo anno, May 15, 1931; Plus XII, Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. VII; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canons 11; 28; 41, par. 2; Brief, Pacis vinculum, Mar. 21, 1952; John XXIII, Encyclical Letter, Mater et Magistra, May 15, 1961; En-cyclical Letter, Pacem in terris, Apr. 11, 1963; Sacred Congregation for Religious, Instruction, Inter praeclara, Nov. 23, 1950, nos. XXIII-XXIV; Decree of Mar. 21, 1952, "Lex propria," Ratio institutionis praesertim studiorum O.C.S.O., Nov. 27, 1959, Introd.; nos. 25 ft. CHAPTER 2 INTERNAL MONASTIC LAW Article 1--Admission Canon I0 1. Each autonomous monastery has an inherent right to have its own novitiate. 2. If a monastery is incapable of fulfilling the prescrip- ÷ tions concerning the formation of novices, the abbot has a + serious obligation to send them to another monastery. + NOTE: Monastic formation implies that monks in the service of Christ the Lord, the true King, are instructed, trained, and formed as integral men to Christian perfec-tion through prayer, contemplation of divine realities, and legitimate apostolic activity. Monastic Proposal VOLUME 26, 1967 ~9 + ÷ ÷ onsillum Monasticum REVIEW FOR RELIGIOUS According to Saint Benedict and other monastic fathers, a monk lives in a permanent family under a rule and abbot, who holds the place of Christ. Therefore novices and professed, in so far as possible, should be formed in their own monastery. SOURCES: Rule o[ St. Benedict, Prologue, chs. 1, 58; Pius XI, Apostolic Letter, Monachorura vitae, Jan. 26, 1925; Plus xII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 86; Sacred Congregation for Religious, Ratio institutionis praesertira studiorum O.C.S.O., Nov. 27, 1959, nos. 11-12. Canon 11 The abbot may train all his novices without distinc-tion in one novitiate under one director. NOTE: In view of the gradual development that has taken place among those who under theP aternal authority of .th.e abbot make up the monastic family, a single novxuate is required, returning to a unity and simplicity which is more consonant with monastic traditions: This is true even if different members take a greater or lesser part in the celebration of the Divine Office. SOURCES: Second Vatican Council, Decree on the Re-newal o[ Religious Li[e, no. 15; Sacred Congregation for Religious. Decree for the French (Solesmes) Congregation O.S.B., Apr. 8, 1965; Decree [or the Order o[ Re[ormed Cistercians, Dec. 27, 1965, no. 1. Canon 12 In admitting candidates the constitutions are to be fol-lowed, sa[eguarding canons 538, 541-546, 581, and 582. NOTE: It should be noted that the impediments to the novitiate need to be clarified. The text of canon 542 places in grave doubt the validity of many professions which per-haps are never questioned. For example, how would one determine "fraud" in the case of a candidate who did not properly represent his true character? Canon 544, also, needs to be simplified. Canon 13 The whole o[ monastic formation pertains properly to the father of the monastery. However it is ordinarily ex-pedient that a novice master be named, following can-ons 559-560. Under the direction of the abbot, he will guide the formation of the novices according to the pro-gram proper to the institute. NOTE: This is the present law. SOURCES: Rule of St. Benedict, chs. 2, 58; Code of Canon Law, canons 559-562; Pius XII, Apostolic Const., Sedes Sapientiae, May 31, 1956; Sacred Congregation for Re-ligious, General Statutes, July 7, 1956, art. 19, par. I; Ratio institutionis praesertim studiorum O.C.S.O., Introd., par. 20; nos. 2-5. Canon 14. After a novitiate of at least one year, and another pro-longed probation with some form of commitment, of at least three years according to the constitutions, profes-sion is made with the consent of the chapter and the mo-nastic blessing is received from the father of the monas-tery; and thus the monk becomes a member of the com-munity forever. NOTE: The profession of a monk is fundamentally a lifelong commitment before God to the monastic way of life. Therefore, the distinction between simple and solemn profession or temporary and perpetual vows is not suit-able for monks. During the prolon.ged probation, which certainly should precede a monasuc consecration which is perpetual and inviolable, it is fitting that some sort of bond exist--a promise, an oath, but preferably not a vow properly so called (so that the full significance of the monastic consecration through monastic vows is not ob-scured: "The Church not only raises the religious profes-sion to the dignity of a canonical state by her approval, but even manifests that this profession is a state conse-crated to God by the liturgical setting of that profes-sion."-- Second Vatican Council, Dogmatic Constztution on the Church, no. 45). Through this bond the candidate, in a way which is proportionate to the nature of the bond and the time involved, commits himself to the community and is dedicated to God. This bond could be perpetual on ¯ the part of the subject (e.g., first vows in the Society of Jesus). The obligation it places on the community in-creases with time (cf. below, canon 21). SOURCES: Rule of St. Benedict. chs. 3, 58; Code of Canon Law, canons 572, par. 2; 574-575; Second Vatican Council, Dogmatic Const. on the Church, no. 44; Pius XII, Apostolic Const., Sponsa Christi, Nov. 21, 1950: Gen-eral Statutes, art. III, par. 2; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canons 108-109; 112, par. 2; Apostolic Const., Sedes Sapienliae, May 31, 1956; Sacred Congregation for Religious, General Statutes, July 7, 1956, art. 7-8. Article 2--Studies Canon 15 1. Every autonomous monastery may have its own scho-lasticate. 2. If a monastery is not able to have a properly qnalified scholasticate, the monks shall be sent for studies to the scholasticate of another monastery or of a religious insti-tute which does meet the necessary requirements, or to the courses at a diocesan seminary. NOTE: Cf. the note under canon 10 above. SOURCES: Code of Canon Law, canon 587; Pius XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 123: Sacred Congregation for Religious, Ratio institutionis + ÷ Monastic Proposal VOLUME~ 26, 1967 ÷ ÷ ÷ Consilium M onastivum REVIEW FOR REklGIOUS prae'sertim studiorum O.C.S.O., Nov. 27, 1959, Introd., par: 9~ no. 31. Canon 16 In regard to the program of studies, each institute should follow its own particular statutes, approved by the Apostolic See, providing an integral monastic formation, and also a full priestly training for those who are destined. to the priesthood. This formation should be inspired by the gospels, in harmony with tradition, drawing from the font of the liturgy, adapted to the present day, and inti. mately united with the celebration of the sacred liturgy and the contemplation of divine realities. NOTE: In the Apostolic Constitution, Sedes Sapientiae, and the accompanying General Statutes, Plus XII in-structed each institute to have its own program of forma-tion, especially for studies, adapted to the particular needs and circumstances of the institute. The monastic pro-gram ought to provide not only for the clerics, but for all the members of the monastic family, including the lay brothers, if there be such. "The primary, if not the sole purpose of those who have consecrated themselves to God is to pray to Him and to contemplate or meditate on divine realities; now how can they fulfill this important duty unless they have a profound and thorough knowledge of the teachings of our faith?"--Pius XI, Apostolic Epistle, Unigenitus Dei Filius, Mar. 19, 1924, no. 5. SOURCES: Second Vatican Council, Const. on the Sacred Liturgy, nos. 16-17; Decree on the Renewal of Religious Lqe, no. 18; Decree on Priestly Formation; Pius XI, Apostolic Epistle, Unigenitus Dei Filius, Mar. 19, 1924; Pius XII, Apostolic Const., Sedes Sapientiae, May 31, 1956; Sacred Congregation . for Religious, General Statutes, July 7, 1956, art. 19; Ratzo ~nstztutmn,s praesert~m stu&orum O.C.S.O., Nov. 27, 1959, no. 32; Decree for the French (Solesmes) Congregation O.S.B., Apr. 8, 1965; Decree the Order of Reformed Cistercians, Dec. 27, 1965; Sacred Congregation of Rites, Instruction, Inter Oecumenici Concilii, Sept. 26, 1964, nos. 11-12, 18. Article 3.--Obligations Canon 17 All monks are bound to offer daily the prayer of the Church in a form approved by the Church, according to the norms of their statutes. NOTE: Tradition has always assigned to monks the duty of prayer. In some monastic institutes, due to the develop-ment among the various members of the monastic family, recognized by the Second Vatican Council (Decree on the Renewal of Religious LiIe, no. 15), all are now acknowl-edged to be truly monks. They have diverse duties and functions, even in regard to the Divine Office or some other public prayer of the Church, their participation being determined by the abbot, weighing individual ob- ¯ ligations and talents. Therefore it is necessary for common law to allow the constitutions of each monastic institute to specify the personal and choral obligations of its mem-bers. Moreover, it Should be noted that hermits, true monks, have their own proper traditions in this matter. SOURCES: Rule of St. Benedict, chs. 18, 43, 50; Second Vatican Council, Const. on the Sacred Liturgy, nos. 95, 98; Decree on the Renewal of Religious Life, nos. 9, 15; Pius XII, Encyclical Letter, Fulgens radiatur, Mar. 21, 1947; Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. V; Apostolic Letter, Postquam apos-tolio's, Feb. 9, 1952, canon 157; John XXIII, Allocution, Vos paterno anirao, Sept. 25,.1959; Sacred Congregation for Religious, Decree for the French (Solesmes) Congre-gation O.S.B., Apr. 8,' 1965; Decree for the Order of Re. formed Cistercians, Dec. 27, 1965; Sacred Congregation of Rites, Instruction, Inter Oecumenici Concilii, Sept. 26, 1964, no. 82. Canon 18 Monastic work should be in keeping with the rule, constitutions, and traditions of each institute, assuring, with the aid of divine providence, appropriate support for the community. NOTE: All monks, including contemplatives, are obliged to manual or intellectual work by the natural law and by their duty of penance and reparation. Moreover, labor is a standard means of withdrawing the soul from dangers and guiding it toward spiritual horizons; it tenders part-nership with divine providence in the natural and super-natural orders; in labor charity matures. As the axiom, "ora et labora," proclaims, work has always been a basic norm and law of monastic life. However work is only one of the traditional triad: labor, liturgy, and lectio (sacred reading). A harmonious equilibrium must be maintained among these three. SOURCES: Rule of St. Benedict, chs. 4, 48; Second Vati-can Council, Decree on the Renewal of Religious Life, no. 13; Pius XII, Encyclical Letter, Fulgens radmtur, Mar. 21, 1947; Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. VIII; Radio Message, Si Nous avons, July 26, 1958; Radio Message, Lorsque Nous, Aug. 2, 1958; John XXIII, Allocution, Notre joie, Oct. 20, 1960; Epistle, Recens a te, Oct. 20, 1960; Sacred Congregation for Religious, Instruction, Inter praeclara, Nov. 23, 1950; nos, XXVI-XXVII; Epistle to the Apostolic Nun-cios, Mar. 7, 1951. Article 4.--Trans[er Canon 19 A monk may transfer from one autonomous monastery to another with the permission of both abbots and the consent of the chapter of the recipient monastery. NOTE: Here transfer is limited to within the order of monks, where monastic status will remain intact. A transfer to another form of consecrated life requires the. authorizati6n of the Apostolic See. ÷ ÷ ÷ Mmfastic Proposal VOLUME 26, 1967 To require and accept, without requiring further re-course, the judgment of the abbots, who are close to the situation and know the monk better, is fully consonant with monastic tradition and the "principle of subsidi-arity." (Cf. Pius XI, Encyclical Letter, Quadragesimo anno, May 15, 1931; John XXIII, Encyclical Letter, Mater et Magistra, May 15, 1961.) SOURCES: Rule of St. Benedict, chap. 61; Code o{ Canon Law, canon 632; Plus XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 182, par. 1; Sacred Con-gregation for Religious, Decree of Mar. 21, 1952, "Lex propria," nos. 77, 96. Canon 20 A monk transferring to another institute must make a new novitiate or profession according to the require-ments of its constitutions. If the constitutions enjoin no obligation, novitiate is omitted and, after a trial period, the monk is definitively incorporated or returns to his original monastery. NOTE: Because the fundamental principles of the mo-nastic life are common to all monastic institutes, the repetition of the novitiate is not necessary; but because each institute has its own customs and traditions, some period of probation in the new institute is called for. However, if the probation is unduly prolonged this would be contrary to equity toward the monk and the other institute. SOURCES: Rule of St. Benedict, chs. 1, 61; Code of Canon Law, canons 633-634; Plus XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 183, par. 2. Article 5.--Egress Consilium Monasticum REVIEW FOR RELIGIOUS Canon 21 In regard to the departure of members the constitu-tions of each institute and, with due proportion, canons 638-641, 646, and 668 are to be observed, as well as the following: 1. The abbot of an autonomous monastery with his council's consent, manifested by secret voting, can dis-miss or dispense a member from the commitment under-taken during the probation period. 2. In the case of a dismissal, there is a grave obligation in conscience to have truly proportionate causes and to give the member full liberty to make his response. 3. For the dismissal of a professed monk, the confirma-tion of the Sacred Congregation is required; therefore the abbot must immediately forward to it the decree of dismissal, the evidence, and the monk's responses. 4. The subject has the right, during ten days on which he can act, to appeal to the Apostolic See against the decree of dismissal. While this appeal is pending, a dis-missal has no juridic effect. NOTE: In restoring a member to secular life, a simplifi-cation of processes and the application of the "principle of subsidiarity" are very desirable. The local abbot and his counselors can better judge a case than a superior who is far removed. Such a procedure is more in accord with the concept of an autonomous monastery. The rights of the members are properly safeguarded by the power of appeal to the Holy See and, in the case of the professed monk, by the required confirmation of the Sacred Congre-gation. Note well that "professed monk" here means a member definitively incorporated into the community by monastic profession which is of its nature perpetual (cf. canon 14.). SOURCES: Rule of St. Benedict, chap. 28; Code of Canon Law, canons 646-648, 656-662, 666, 668; Secretary of State, Rescript, Cure admotae, Nov. 4, no. 14. Canon 22 Dismissal frees the subject from all his commitments, including monastic vows, except those connected with major orders, safeguarding the prescriptions of canon 641, paragraph 1. NOTE: It seems more profitable to his spiritual well-being to free one dismissed from all his commitments to monastic life, as is ordinarily done in present practice. SOURCES: Code of Canon Law, canons 640, par. 1; 648. SECTION 2 SPECIFIC FORMS OF MONASTIC LIFE CENOBITIC LIFE Canon 23 The cenobitic life is one lived in community under a rule and an abbot, following Christ together in fraternal love, radiating in the Church a witness of generous, vigi-lant apostolic life. NOTE: Rule here is not limited to some rule already ap-proved by the Apostolic See, but extends to any rule, based on the ancient traditions, which may be approved in the future. That the abbot govern his community under the guidance of a rule is essential to maintain a stable and peaceful community life under an extensive personal authority. "Together" (in communi) is the element which distinguishes the cenobite from the hermit. SOURCES: Rule of St. Benedict, Prologue, chap. 1; Sec-ond Vatican Council, Decree on the Renewal o[ Religious Li[e, no. 15; Pius XI, Apostolic Letter, Monachorum vita, Jan. 26, 1925; Plus xII Encyclical Letter, Fulgens radi- + + + Monastic Proposal VOLUME 26, 1967 35 ÷ ÷ ~on~ilium Monasticum REVIEW FOR RELIGIOUS atur, Mar. 21, 1947; Epistle, Sedecim ante saecula, Mar. 25, 1948; Epistle, Sexto decimo revoluto, May 31, 1956; Allocution, Nous sommes heureux, Apr. 11, 1958; Sacred Congregation for Religious, Ratio institutionis praesertim studiorum O.C.S.O., Nov. 27, 1959, Introd., par. 5; nos. I, 6, 11. Article 1.--Government Canon 24 I. The abbot, father and shepherd of his monks in the spiritual and temporal orders, should have a long, even life-tenure of office, as long as he remains capable of ful-filling his duties, unless the constitutions provide other-wise. 2. The importance and gravity of the abbatial office requires of abbots and equivalent superiors that they tender their resignation, on their own initiative or at the invitation of competent authority, when the pressure advanced age or another serious cause undermines the proper execution of their office. NOTE: Although the abbot's spiritual paternity of its nature does not require perpetuxty in office, but only a rather extended term, nevertheless through the centuries life-tenure has almost always prevailed. (Cf. P. Salmon, L'abbd clans la tradition monastique [Paris, Sirey, 1962].) Such tenure is more desirable where more rests on the discretion and judgment of the superior lest there be incessant change, a cause of instability in men and organizations. Nevertheless common law should respect particular traditions which favor temporary abbots. But what is most important is that the constitutions of each institute provide very practical means whereby an incapable abbot can be released from office. An example can be drawn from the Declarations of the Subiaco Con-gregation of the Order of Saint Benedict: If it happens that an abbot through infirmity, age, or some other just cause becomes incapable of governing his monastery and tend-ers his resignation, it is sent to the Abbot General, who examines and decides the matter with the consent of his council. ; if however the abbot does not offer his resignation, ,the Abbot Visitor, with the greatest charity, should firmly admonish fiim to resign or request a co-adjutor before the monastery suffers from a lack of proper government. If the admonition fails, the Visitor is obliged to inform the chapter. ; when the chapter is not in session, the Visitor, with the counsel of other superiors in the province, examines and decides the case according to his own conscience. However the Abbot General's confirmation of the decision is required for validity. (No. 197) SOURCES: Rule o~ St. Benedict, chs. 2, 31, 49, 64, 65; Code of Canon Law, canons 505, 530; Second Vatican Council, Decree on the Pastoral O0~ce of Bishops in the Church, no. 21; Pius XII, Apostolic Letter, Fulgens radiatur, Mar. 21, 1947; Apostolic Letter, Postquam apos-tolicis, Feb. 9, 1952, canon 32, par. 1; Allocution, Nous sommes heureux, Apr. 11, 1958; Sacred Congregation for Religious, Ratio institutionis praesertim studiorum O.C.S.O., Nov. 27, 1959, Introd., par. 20; nos. 2, 20, 23, 30, 35; Decree Ior the French (Solesmes) Congregation O.S.B., Apr. 8, 1965. Canon 25 From the day of his installation the abbot, besides the other rights of major superiors, has jurisdiction in both forums, according to the norms of the constitutions. NOTE: Jurisdiction is essential for an abbot to fulfill his oblig.ations as spiritual father and shepherd of his community. SOURCES: Rule of St. Benedict, chs. 2, 3, 60, 62, 64, 65; Code of Canon Law, canons 488, no. 8; 501, par. 1; 503; 514, par. 1; 647; 896; 1395, par. 3; 1579, par. 1; 2385; 2386; Pius XII, Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. VI, no. 2; Apostolic Letter, Post-quam apostolicis, Feb. 9, 1952, canons 26; 46, par. 1. Canon 26 Abbots, legitimately elected, should within three months of their election receive the abbatial blessing; and then they may use the abbatial insignia. NOTE: This is in accord with canon 625 oE the present law. The insignia which traditionally belong to the ab-batial office signify the autonomy of the monastery. SOURCES: Code of Canon Law, canon 625; Pius XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 174. Canon 27 1. The abbot may call his monks to the priesthood or diaconate, providing them with dimissorial letters in conformity with the norms of common law and the con-stitutions of the institute. 2. The canonical title for the ordination of a monk is that of the monastery of his stability. NOTE: This is the present law. SOURCES: Rule of St. Benedict, chap. 62; Code of Canon Law, canons 964, no. 2; 982, par. 1; Pius XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 132; Sacred Congregation for Religious, Instruction, Quantum religiones omnes, Dec. 1, 1931, no. 16; Ratio institutionis praesertim studiorum O.C.S.O., Nov. 27, 1959, nos. 26, 33. Canon 28 1. The abbot should summon the community for counsel on all important matters, as determined by the constitutions; for lesser matters he need only consult the council of seniors. ÷ ÷ ÷ Monastic Proposal VOLUME. 26, "1967 Consiliura Monastieum REVIEW FOR RELIGIOUS 2. All who have been definitively received into the monastic family have voice in chapter, unless the con-stitutions expressly provide otherwise. NOTE: Because of its discretion and authority the Rule of St. Benedict in a relatively short time became known throughout Europe and became almost the exclusive rule for monks. Because of this authority and the experience of centuries, it seems good to introduce into the common law, even though it may be something proper to the mind of St. Benedict, that the abbot consult the seniors in lesser matters and the whole community or chapter in more weighty ones. Concerning the equality of voice, cf. the notes under canons 11 and 14. "However, monasteries of men., ac-cording to their nature and constitutions, may admit clerics and laymen. . on an equal footing and with. equal rights and obhgatlons, apart from those flowing from sacred orders."--Second Vatican Council, Decree on the Renewal of Religious Life, no. 15. SOURCES: Rule of St. Benedict, chap. 3; Code of Canon Law, canons 516; 578, no. 3; Second Vatican Council, Decree on the Renewal of Religious Life, no. 15; Pius XII, Encyclical Letter, Fulgens radiatur, Mar. 21, 1947; Sacred Congregation for Religious, Decree for ihe French (Solesmes) Congregation O.S.B., Apr. 8, 1965; Decree for the Order of Reformed Cistercians, Dec. 27, 1965, no. 1. Article 2.--Apostolate Canon 29 The cenobitic vocation can express itself in some apos-tolate or work of Christian charity legitimately under-taken in harmony with the spirit and authentic nature of the institute. NOTE: This historical fact, which has merited the praise of the Church and society through the centuries, responds to the needs of souls today, making monasteries sources o[ life for the Christian people. SOURCES: Second Vatican Council, Decree on the Re-newal of Religious Life, nos. 9, 20; Pius XI, Apostolic Const., Umbratilem remotamque vitam, July 8, 1924; En-cyclical Letter, Quinquagesimo ante anno, Dec. 23, 1929; Allocution, Tous les Ordres, Mar. 12, 1931; Plus XII, Encyclical Letter, Fulgens radiatur, Mar. 21, 1947; Apos-tolic Const., Sponsa Christi, Nov. 21, 1950; Apostolic Letter, Postquam apOstolicis, Feb. 9, 1952, canon 154; Allocution, Omnibus probe, Sept' 24, 1953; Encyclical Letter, Ecclesiae fastos, June 5, 1954; Apostolic Const., Series Sapientiae, May 31, 1956; Epistle, Sexto decirao revoluto, May 31, 1956; Epistle, Iam quintum expletur saeculum, Aug. 4, 1956; Radio Message, Lorsque Nous, Aug. 2, 1958; John XXIII, Allocution, Vos paterno animo, Sept. 25, 1959; Paul VI, Allocution, Quale salute, Oct. 24, 1964; Sacred Congregation for Religious, Ratio institu. tionis praesertim studiorum O.C.S.O., Nov. 27, 1959, Introd., par. 15-17: nos. 24, 76. Canon 30 Monks engaged in extending Christ's dominion through the apostolate must endeavor to maintain a solitude and silence in harmony with their vocation. NOTE: Here it is not a question of maintaining papal enclosure for monks who by their institute are dedicated to the external apostolate, but of keeping their monas-teries, according to the mind of Pope Paul VI (cf. Sources), as sanctuaries of prayer. SOURCES: Rule of St. Benedict, chs. 4, 43, 66-67; Code of Canon Law, canons 597, 599, 605-606; Second Vatican Council, Dogmatic Const., on the Church, no. 44; Decree on the Renewal of Religious Life, nos. 16, 20; Pius XI, Epistle, Equidem verba, Mar. 21, 1924; Pius XII, Apostolic Const., Sponsa Christi, Nov. 21, 1950; Apostolic .Letter, Postquam apostolicis, Feb. 9, 1952, canons .140-142; En-cyclical Letter, Ecclesiae fastos, June 5, 1954; John XXIII, Allocution, Vos paterno animo, Sept. 25, 1959; Paul VI, Quale salute, Oct. 24, 1964. CHAPTER 2 EREMITI~AL LIFE Canon 31 Canonically a hermit is a monk withdrawn from the world, pursuing the anchoritic life, to attain complete openness to God in solitude, repose, and silence. Seeking the perfection of love through joyful, ready penance, and assiduous reading and prayer, he must not fail to have solicitude for the whole Church. NOTE: It is evident from tradition and clearly recognized in the Rule of St. Benedict that there are two kinds of monks: cenobites and anchorites or hermits. As there is a renaissance of eremitical life in the Western Church today, the revised Code must provide for it. SOURCES: Rule of St. Benedict, chap. I; Second Vatican Council, Dogmatic Const. on the Church, no. 43; Decree on the Renewal of Religious Life, nos. 1, 5-7, 9; Pius XI, Apostolic Const., Umbratilem remotamque vitam, July 8, 1924; Encyclical Letter, Rerum Ecclesiae, Feb. 28, 1926; Epistle, Compertum est, June 5, 1927; Apostolic Const., Inter religiosos coetus, July 2, 1935; Pius xII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 313, par. 4; Allocutlon, Nous sommes heureux, Apr. 11, 1958. Canon 32 Four kinds of hermits are to be distinguished: 1. Monks who belong to an eremitical order. 2. Monks or religious who live in solitude while actu-ally remaining under their own superiors. 3. Those who are united in a certain manner in a ÷ + + Mona,tie Proposal VOLUMI: 23, 1967 39 ondlium Mona~ti~um REVIEW FOR RELIGIOUS fraternity or laura, without forming a community or federation properly so called. 4. Finally,° those who,live a completely solitary life. NOTE: Because of their differing relationships with ec.~ clesiastical superiors, these four expressions of eremitical life ought to be distinguished. They each require a differ-ent canonical provision. An eremitical order would be almost totally ruled by its own proper constitutions ap-proved by the Apostolic See. SOURCES: Pius XI, Apostolic Const., Umbratilem re-motamque vitam, July 8, 1924; Epistle, Compertum est, June 5, 1927; Apostolic Const., Inter religiosos coetus, July 2, 1935. Canon 33 A monk or religious must obtain the permission of his immediate major superior to enter upon the eremitical life as it is defined in number 2 of the preceding canon. This superior may establish certain,no~rms to be observed by the hermit. After he has been duly tried, the superior may not recall him to community life without a serious cause. In the event of such a summons, the monk or re-ligious may appeal to the Apostolic See, his eremitical status remaining intact while the appeal is pending. NOTE: In conformity with the "principle of subsidiarity" the immediate :superior should and can better judge the suitability of his subject's withdrawing into solitude. After an adequate probation, the hermit should justly have some assurance that he may remain in his chbsen state. SOURCES: Rule of St. Benedict, chap. 1; Pius XI, Apos-tolic Const., Inter religiosos coetus, July 2, 1935. Canon 34 I. The canonical establishment of a fraternity or an association of hermits is reserved to the Apostolic See or the local ordinary. 2. Each member in such an association retains his own proper canonical status. Nevertheless all are subject to the local ordina~ry, ev~en by their vow of obedience if they have one, but the ordinary will habitually delegate his jurisdiction over them to a moderator" or spiritual father elected from the association. NOTE: It is highly recommended that hermits be united in a fraternity that they may give each other spiritual and material assistance. Such an association would require that someone function as moderator or father, and it is he who would be responsible before the Church for the good order of the fraternity . Canon 35 One who wishes ,to live a completely solitary life will not be considered canonically a hermit unless he receives the permission of the local ordinary. In this case the bishop, either personally or through another, must watch that the hermit faithfully lives the life he professes. NOTE: In order that a person be established in a canoni-cal state it is necessary that ecclesiastical authority act. This would ordinarily be the bishop, to whom the hermit, by reason of his status, would subject himself in a special manner. In this way false hermits can be distinguished from true ones. Canon 36 1. A professed monk or religious must have the per-mission of his immediate major superior to transfer to an eremitical association or undertake the solitary life. 2. Having obtained such permission, the monk or re-ligious remains bound by his vows and other obligations of his profession which are compatible with his new state, and though deprived of active and passive voice, he en-joys the spiritual privileges of his institute and may wear the habit. After a reasonable period of probation he can-not be recalled to the cloister against his will, nor may he return there without the superior's permission. 3. The preceding, with appropriate changes, is ap-plicable to members of societies without vows and secular institutes. NOTE: 1. Cf. note under canon 33. 2. This norm is almost identical with canon 639 of the present Code with the significant exception of re-taining the habit, because a life publicly consecrated to God is still being pursued. However, he can assume the habit of the eremitical association if it has one. 3. This is an application of canon 681 to a re-stored eremitic state. SOURCES: 1. Rule of St, Benedict, chap. 1; Pius XI, Apostolic Const., Inter religiosos coetus, July 2, 1935. 2. Code of Canon Law, canon 639; Sacred Congregation for Religious, Indults: Protocol Number 15112/65, Mar. 18, 1965; Protocol Number 1755/64, Afig. 8, 1966. 3. Code of Canon Law, canon 681; Second Vatican Council, Decree on the Renewal of Religious Life, no. 1. Canon 37 The ordinary may not require a hermit, priest or dea-con, to exercise the sacred ministry except in a particular case because of a serious, urgent need. NOTE: When the Church canonically approves the eremitic life, it should also secure its integrity. SOURCES: Second Vatican Council, Decree on the Re-newal o[ Religious Life, nos. 7, 9, 20; Decree on the Pas-toral Office oI Bishops in the Chu.rch, no. 35. Monast~ Proposal VOLUME 26, 1967 41 + ÷ Consilium M onasticum REVIEW FOR RELIGIOUS Canon 58 1. For serious, external reasons, the ordinary can send a hermit who is a monk or religious to some religious house, or even, if the situation calls for it, reduce him to secular status. In this latter case the hermit must im-mediately put off the religious habit. The ordinary, how-ever, must immediately submit the matter to the judg-ment of the Holy See. 2. For the same reasons, a hermit who is neither a monk or religious can be evicted from his hermitage by the ordinary. He must then lay aside any distinctive garb. For serious offenses proportionate penalties can be imposed according tO t'he norms of law. NOTE: This provision applies the norms of canons 653 and 668 of the present Code to the eremitical state. SOURCES: Code of Canon Law, canons 653, 668. CHAPTER INTEGRAL CONTEMPLATIVE LIFE Canon 39 However pressing the needs of the active apostolate may be, institutes of men and women which are wholly ordered to contemplation always retain their role in the Mystical Body of Christ. Their members should occnpy themselves with God alone, in solitude and silence, in constant, devoted prayer and joyful, ready penitence. NOTE: All monks live a contemplative life, but according to particular traditions, in varying degrees many also en-gage in an active apostolate. The approved constitutions of individual monastic institutes determine the external apostolate or specify the institute as wholly ordered to the integral contemplative life. SOURCES: Second Vatican Council, Dogmatic Const. on the Church, nos. 44, 46; Decree on the Renewal of Re-ligious Life, nos. 7, 9; Decree on the Mission Activity of the Church, nos. 18, 40; Plus XI, Epistle, Non sine animi, May 28, 1923; Apostolic Const., Umbratilem remotamque vitam, July 8, 1924; Apostolic Letter, Monachorum vita, Jan. 26, 1925; Encyclical Letter, Rerum Ecc.lesiae, Feb. 28, 1926; Epistle, Compertum est, June 5, 1927; Pius XII, Epistle, Quemadmodum Decessor Noster, Nov. 4, 1941; Encyclical Letter, Mystici Corporis, June 29, 1943; Apos-tolic Const., Sponsa Christi, Nov. 21, 1950: General Stat-utes, art. II, par. 2; Allocution, Annus sacer, Dec. 8, 1950; Encyclical Letter, Sacra virginitas, Mar. 25, 1954; Epistle, Iam quintum' expletur saeculum, Aug. 4, 1956; Allocution, Nous sommes heureux, Apr. 11, 1958; Radio Message, Cddant volontiers, July 19, 1958; Radio Message, Si Nous avons, July 26, 1958; Radio Message, Lorsque Nous, Aug. 2, 1958; John XXIII, Allocution, Notre joie, Oct. 20, 1960; Epistle, Recens ate, Oct. 20, 1960; Allocution, Gli innumerevoli ceri, Feb. 2, 1961; Epistle, Il tempio massimo, July 2, 1962; nos. I, III; Epistle, Causa praeclara, July 16, 1962; Allocution, C'est ti Rome, Sept. 1, 1962; Paul VI, Allocution, Quale salute, Oct. 24, 1964; Sacred Congrega-tion for Religious, Ratio institutionis praesertim studi-orum O.C.S.O., Nov. 27, 1959, no. 74; Secred Congrega-tion of Rites, Decree of Feb. 18, 1934; Decree of Apr. 20, 1943; Secretary of State, Epistle of June 5, 1952. Canon 40 1. The contemplative life excludes participation in the external apostolate outside the strict limits of the monas-tery, except in cases where it is truly necessary, and then for a limited time only, concerning which things the abbot is to be the prudent judge. 2. Nevertheless, priests of the order can fittingly fulfill the office of confessor or chaplain among their own nuns. 3. Outside these cases the ordinary of the place may not call upon them to exercise external ministry, so that they might easily be able to effectively fulfill their proper mission toward the whole Church. NOTE: 1. Some ministry is necessary within the monas-tery, some monks being appointed to serve their brethren, others to satisfy the need~ of ~uests and visitors. But it must always and everywhere be evident that the contem-plative life is the first and principal end of the monastery. Therefore the ~ninistry of contemplatives must be of such a nature and so tempered as to place, time, mode, and manner, that a truly and solidly contemplative life, both for the community as a whole and for the individual monks, is preserved and.constant!y nourished and strength-ened. 2. This is necessary so that the nuns can receive a formation truly in harmony with the spirit of the institute. This duty of engendering and nourishing the spirit of the order should not impede but rather enkindle the contemplative life of the chaplain and confessor. 3. Because members of exclusively contemplative institutes are to participate in the pastoral office of the bishops in the Church by their witness of an evangelical life of prayer and penance, they need to be exempted from the active works of the diocese. SOURCES: Second Vatican Council, Decree on the Re-newal of Religious Life, nos. 7, 9, 20; Decree on the Pas-toral Office of Bishops in the Church, nos. 35; Plus XI, Apostolic Const., Umbratilem remotamque vitam, July 8, 1924; Pius XII, Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. IX, par. 2, no. 2; Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canon 154, par. 1; Radio Message, Lorsque Nous, Aug. 2, 1958; Sacred Congregation for Religious, Epistle to the Apostolic Nuncios, Mar. 7, 1951; Decree for the Order of Reformed Cistercians, June 27, 1956; Ratio institutionis praesertim studiorum O.S.C.O., Nov. 27, 1959, Introd., pa~. 17; no. 76, par. 2. 2. Pius XII, Radio Message, Cddant volon-tiers, July 19, 1958; Sacred Congregation for Religious, Epistle to the Apostolic Nuncios, Mar. 7, 1951; Ratio ÷ ÷ ÷ Monasti~ Prtr'posal VOLUME 26, 1967 4. 4. 4. Consilium Monasticum REVIEW FOR RELIGIOUS institutionis praesertim studiorum O.C.S.O., Nov. 27, 1959, Introd., par. 24; no. 76, par. 2. 3. Second Vatican Council, Dogmatic Const. on the Church, no. 46; Decree on the Renewal o[ Religious Li[e, nos. 7, 9; Decree on the Pastoral Office o[ Bishops in the Church, no. 35; Decree on the Mission Activity o] the Church, nos. 18, 40; Pius XI, Apostolic Const., Umbratilem remotamque vitam, July 8, 1924; Apostolic Letter, Monachorum vita, Jan. 26, 1925; Encyclical Letter, Rerum Ecclesiae, Feb. 28, 1926; Pius XII, Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes, art. IX, par. 2, no, 2; Radio Message, Lorsque Nous, Aug. 2, 1958; Sacred Congregation for Religious, Decree [or the Order o[ Re[ormed Cistercians, June 27, 1956. Canon 41 1. To preserve recollection and monastic peace, a stricter enclosure should be carefully maintained in all monasteries which profess the integral contemplative life. 2. Abbots must see to the faithful observance of the constitutions in regard to travel and visits. NOTE: 1. In exclusively contemplative monasteries of monks and nuns, papal enclosure should be maintained but, with the consultation of the monasteries, it should be adapted to time and place, abrogating the obsolete and the automatic censures ~[or a breach of enclosure. 2. This is the present law; but fittingly broadened so that an abbot, and by equal right an abbess, for serious reasons may admit visitors of both sexes into the enclosure. SOURCES: 1. Code of Canon Law, canon 1291; Second Vatican Council; Decree on the Renewal o[ Religious Life, nos. 7, 16; Plus XI, Apostolic Const., Umbratilem remotamque vitam, July 8, 1924; Apostolic Letter, Mona-chorum vita, Jan. 26, 1925; Plus xII, Apostolic Const., Sponsa Christi, Nov. 21, 1950: General Statutes~ art. IV, par. 2; Sacred Congregation for Religious, Instruction, nter praeclara, Nov. 23, 1950; Decree [or the Order of Re[ormed Cistercians, June 27, 1956; Ratio institutionis praesertim stt~diorum O.C.S.O., Nov. 27, 1959, no. 73. 2. Code of Canon Law, canon 606, par. 1; Plus XII, Apostolic Letter, Postquam apostolicis, Feb. 9, 1952, canons 141, 144. Canon 42 l. In institutes of the integral contemplative life, priestly training ought to conform to the norms of com-mon law as adapted to the contemplative life by their own approved programs of study. 2. If a monk-priest transfers from the contemplative life to the active ministry he should.undergo a period of practical pastoral training. NOTE: Pastoral formation should prepare priests to worthily fulfill their various apostolic duties as the Church desires and their institute requires by its nature and end. For this reason students in exclusively contemplative monasteries ordinarily are not trained in parochial prac-tices but in those duties to which the abbot might assign them. Hence it is good to require additional practical pastoral formation for one transferring. SOURCES: 1. Pius XlI, Apostolic Const., Sedes Sapien-tiae, May 31, 1956; Sacred Congregation for Religious, General Statutes, July 7, 1956, art. 19; Ratio institutioni~ praesertim studiorum O.C.S.O., Nov. 27, 1959, Introd., par. 14-17; no. 76. 2. Second Vatican Council, Decree on Priestly Formation, no. 19; Plus X!I, Apostolic Const., Sedes Sapientiae, May 31, 1956; Paul VI, Allocution, Magno gaudio, May 23, 1964. + + + Monastic Proposal VOLUME 26, 1967 45 PATRICK GRANFIELD An Interview with Abbot Butler Patrick Granfield is professor of the-ology at Catholic University and a monk of St. An-selm's Abbey; 19th and South Dakota Ave. N.E.; Wash-ington, D.C. 20017. REVIEW FOR RELIGIOUS 46 Interviewer:* In Rome, at the end of the Council, you said in a public address that the Decree on the Adaptation and Renewal of the Religious Life was a summons to revolution. What did you mean by that? Abbot Butler: The Decree, of course, considers the religious life in the light of the aggiornamento in gen-eral. It spells out the meaning of the word aggiorna-. mento by talking about adapted renovation of religious life. It takes the criteria for adaptation, I think, from the notion of renovation. When it gets back to what it means by renovation, it appears that this means re-covering the spirit in which the founder of your re-ligious institute created the body to which you belong. There is stated, or could very easily be evoked from the document, the distinction between the spirit and pur-poses of the founder's creation and the actual contingent form into which he put it. As I see the meaning of the document, religious are entitled to regard as contingent and expendable not only all the accretions which have been added to the founder's original institution, but even the contingent forms in which he expressed his spirit. Religious are to try to reexpress that spirit in forms which 'are relevant and contemporary. Interviewer: Is that revolution? /lbbot Butler: Technically, it's not revolution, be-cause it's a question of going back to primal sources. But the practical consequences will look very much like revolution, if we. take this seriously, and accept with both hands the invitation that has been offered us by the Church. Interviewer: Perhaps a more fundamental question deals with the desirability of religious life. Do you ¯ This interview will form one chapter in a book of interviews called Theologians at Wor~ to be published by Macmillan during 1967. think that there is any place for religious life in the changing Church? Abbot Butler: It is a little difficult for me to give a revolutionary answer to that question since I was one, in a general way at least as a Council father, who passed the constitution, De Ecclesia. As you know De Ecclesia has consecrated a chapter to the religious life and seemed to give a kind of rationale of it. I feel that that limits one a little here. However, I can say that since religious life has been such a featnre of the life of the Church virtually speaking throughout the ages~ certainly you get that idea from St. Cyprian in the third century writing his treatise on virgins and the virgins of that time were the forerunners of religious life as we know it--that I think it would be very difficult to say that the religious life has no more than a merely transi-tory and passing value in the Church for a particular age. What I think is much more difficult, even after having decided that one has to find room for the re-ligious life in the Church, even in the aggiornamento Church, is to find a rationale for it. In recent discus-sions these difficulties have been accentuated. I had always thought that I knew more or less what the re-ligious life was, although I was rather doubtful how I would give a definition of monasticism as a species of religious life. However, after these discussions I came away feeling completely agnostic about the definition of religious life altogether. Interviewer: What of the suggestion placing religious life between the lay state and the clerical state? Abbot Butler: You cannot locate it in this way. You are applying the wrong criteria if you try to find a place for it between sacred orders and the lay state. Obviously, the vocation to religious life appears to come to men whether they are lay or sacerdotal. Or supposing that they are laymen at the time, it may come along with a vocation to the sacerdotal state. It seems to me that it has to be seen more in the charismatic order than in the sacramental order. There is a sacramental distinction between the clergy and the laity. But the religious life, although it sounds rather paradoxical to put it like this, is a kind of institutionalized charism. Interviewer: Who, then, is a religious? Abbot Butler: A religious is a person who has become aware of and has responded to a more special invitation from God to take Christianity at its maximal signifi-cance, instead of trying to get past with the minimal interpretation. Then, having seen and responding to it, he has wished to safeguard himself against future temp-tations to relapse on the minimizing basis of things by + + Abbot Butler VOLU~E 26, ].967 ÷ ÷ ÷ Patrick Granfield REVIEW FOR RELIGIOUS 48 committing himself for the future, as well as for the moment, by vows. Interviewer: It seems that you are implying that the lay person is not committed to the maximal exercise of Christianity. Abbot Butler: I think all Christians are called to it, but what makes a bit of difference with religious is that he has become in some special way conscious of that vocation. He has apprehended it as something that appertains to him personally. He has wished to make a response to it and he has desired to commit himself to it by an engagement, which helps keep him from any failure. Interviewer: How is the religious any different from the dedicated Christian who, conscious of his baptismal character, makes every effort to grow in the love of God? Abbot Butler: Leaving aside the question of the pub-lic nature of the religious vocations in the Church, I agree that both have become conscious.of the call to holiness and both of them have willed to make apposite responses. But the religious has added the feature of dedication, 'by which he commits himself for the future. Now~ if anybody does that, whether or not he plays a role in the public life of the Church as a religious, he is dedicated basically in. the same way as a religious pro-vided he has committed himself to the future. ,Interviewer: What do you think about the traditional way of speaking of the religious life as a state of per-fection? Abbot B~ttler: The term comes out of a world of discourse that is so 'alien to us these days that it is more misleading than helpful. Interviewer: Do you think it is theologically inac-curate? Abbot Butler: I suspect that if you take it in its full theological depth, it meant for the medieval people who invented this way of talking much the same sort of thing that I mean by the engagement of oneself for the future in a maximal practice of Christianity. This is what the status pkrfectionis means. Interviewer: How do you relate this to the monastic state? Abbot Btttler: It is difficult enough to settle on what one means by a religious, but it's more difficult to decide what one means by a monk. If you look the world over yo.u.find an extraordinary variety of interpretations of Wtiat monasticism means. This is not merely a modern phenomenon; other ages had a similar problem. This is partly due to the fact that monasticism grew up almost spontaneously in an age which had not developed a con-ceptualized theology. If is rhther like--if I may use an analogy---comparing the British Constitution with the American Constitution. The British Constitution is, practically speaking, undefinable because it is the result of gradual growth. It goes back to periods long before men reflected scientifically on their experiences and their intentions. Whereas the American Constitution came from a highly sophisticated age and was a written con-stitution from the first. Therefore you might compare the Society of Jesus with the American Constitution, since both came from a sophisticated, time and were able to define themselves at the moment they came into origin. But monasticism just grew in the Church. It is extremely difficult to look back and to decide what was the basic and not merely the accidental structure. I was talking about this p,roblem very recently with Canon Charles Moeller. He said that one of his theology professors, who had spent a lifetime studying the fathers of the desert and early monasticism, told him that noth-ing is more difficult than to elucidate the historical origins and theological basis of monasticism. Interviewer: What are your own observations on the nature of monasticism? Abbot Butler: Yes, to return to your question. In Rome, I think it was at the end of the second session, a group of us got together to discuss this question. Some were already a bit frightened about certain proposed changes in canon law that applied to monks. Someone suggested that the formal object of the monastic voca-tion was simple vacate Deo--to have time for God, to be open to God. Other orders and congregations in the Church have specific work, particular ways in which they serve God. But the whole point about monasticism is that there is no special way. It is just vacate Deo-- dedication to God in and for Himself. Interviewer: Do you agree with that explanation? Abbot Butler: Well, I thought it was rather good until the abbot president of a missionary monastic group said: "Well, if that is monasticism, then we are not monks." Another view was given by the Abbot of Montserrat who said that the thing that really makes a monk is the special place he gives to lectio divina--prayer in the wide sense. He explained that while the monk does work like anybody else, what makes him a monk is the "Work of God," the Opus Dei, the official public recitation of the Divine Office. The Rule of St. Benedict supports this and gives great emphasis to lectio divina. It is this dedication to a kind of meditative absorption of the whole Christian spiritual tradition in lectio divina which constitutes the specificity of the monk. Whether that's the case or not, I don't know, but it's the latest suggestions that I've heard of a positive kind. 4- 4- 4- Abbot Butler VOLUME 26, 1967 ,t9 ÷ ÷ ÷ Patrick Granfield REVIEW FOR RELIGIOUS 50 Interviewer: One frequently hears the criticism that the monastic state is a great waste of talent, time, and effort, a kind of religious escapism from the needs and responsibilities of the world. Abbot Bulter: Yes, this is often heard. One answer can be found in the Constitution of the Church which says that the religious life is a witness to the transcen-dental claims of Christianity, It says that the religious life "not only witnesses to the fact of a new and eternal life acquired by the redemption of Christ," but it "foretells the resurrected state and the glory of the heavenly kingdom." The same document insists that the religious life can be of great advantage to the salvific mission of the Church. Interviewer: Hasn't the time come for immediate re-newal of the religious life? Abbot Butler: I think it is a time for drastic measures. I think that most certainly. One of the things that really rather upset me at the Council was that when-ever the question of religious came up, there was an extreme supersensitiveness on the part of some religious superiors of whom of course I am one. They seemed to have an esprit de corps that was almost neurotic. I felt that they were consistently refusing even to make the effort to get down to the theological depths of the problem. They were continually taking refuge behind canon law. One of the first things we have to do is to delegalize the whole thing. We have to get down to the theological view and leave aside the legalistic view. Interviewer: How do you explain this sheltering be-hind canon law? Abbot Butler: I am not sure how to explain it. I suspect that it indicates a fear of the action of the local hierarchy or the local bishop. For the older orders, of course, the obvious defense against the bishop is ex-emption. But exemption is a pure invention of canon law. The bias that some religious show to canon law distorts the true picture of things. We also have to get behind some of the second-rate theologizing of what we used to call the scholastic tradi-tion. I am becoming extremely skeptical about the old divisions that we've been used to, the distinctions be-tween the active and contemplative life and the mixed life. I don't believe that that has any deep roots in tradition. If you study the fathers, you will discover that they meant something different by the active and contemplative life than the scholastic theologians. Interviewer: Do you have any practical suggestions on how monastic life might be renewed? Abbott Butler: There is a tremendous amount of "clearing of the decks" to be done. To get down to particulars, we should begin with the Divine Office which plays such a prominent part in our lives. For nearly all monks today the articulation of the daily Office into eight separate hours is no longer authentic. It no longer corresponds to a vital need. It was done in St. Benedict's time when they followed the seasons of the year and the hours of the sun and lived in a rural community. A much more meaningful way of dividing up the Office for us would be to take a leaf out of the Constitution on the Liturgy and to see Lauds and Vespers as the two hinges on which the whole Office revolves. That way you have a morning and an evening Office and you can add something in the way of a "Little Hour" at mid-day. Besides that I think that we need a solid block of prayer with the Psalms and lectio divina which could be put at any'convenient hour. This type of articulation rings much truer. Interviewer: The younger .generation would agree with that. Abbot Butler: I am very interested in the younger generation, although I don't pretend to understand it. It would be absurd for anybody of my age to pretend to. I do seem to glimpse certain ~ things about, them and I think that they have a horror, which I can respect as I understand it, for anything .that is phony--anything that is hypocritical, unauthentic. They feel that we are preserving the present structure of 'the monastic Office just for the sake of preserving: For them the present articulation of the Office doesn't make sense. They almost shriek with repulsion when~ for instance, we say Sext and None in one full swoop and start off twice in the course of ten minutes with Deus in adiutorium meum intende, which is obviously, the 'beginning of,a new time of prayer. It's like bad music to them. Some-thing should be done about this, Interviewer: Do you think that the. Psalms are still authentic vehicles of prayer? Abbot Butler: The Psalms, I feel (and perhaps I'm a bit old-fashioned about it), are the inspired prayer-book of the Church and they have a permanent value. They are so remote that they are easier to universalize and to apply to new situations than some modern prayers would prove to be. Interviewer: What of the readings from the fathers? Abbot Butler: This is something else. I agree that 'the fathers for the most part are not helpful. Perhaps better selections could be found. Let us take, for example, the Homilies in our Office ~hich are supposed to be the exegesis for the Scripture of the day. Now if there is one thing that is quite clear about the fathers, it is that their exegesis was nearly always wrongly,It's one of the 4. 4. 4. Abbot Butler VOLUME 26, !967 ÷ ÷ Patrick Granfield REVIEW FOR RELIGIOUS 52 most remarkable things about the fathers, I don't know why the strict conservative who thinks that tradition is an independent channel of preserving revelation hasn't insisted more on this point. The early fathers always get the right results by the wrong exegetical method. Interviewer: The vow of stability, that unique Bene-dictine vow whereby one promises to live in a particular monastery, is being reexamined by the monks them-selves. I recently met a monk who justified his nearly two hundred days of absence from the monastery in one year' by the argument that the essential part of the vow of stability is the stability of the heart or loyalty and not merely the geographic stability of place. What are your thoughts on stability? Abbot Butler: Lord Walsingham, foreign diplomat in the reign of Elizabeth I, used to describe his job as being to lie abroad in the service of her majesty. I think that the formal element in stability is the sta-bilitas cordis stability of the heart. Now we are get-ting down very near the basic roots of the monastic problem. Monasticism had its genesis in an entirely different cultural background from what we are grow-ing into at the present day. Stability meant a great deal more and had a great deal more positive value in those days than it has today. It meant that you grew into a total 'local environment which was only doing rather better and more deliberately what everybody tended to do in those days. There wasn't much instability in the life of the ordinary person. Today we live in a world where the horizons are so widened and the socialization has become such, that the old idea of local stability does not have the same role to play in monasticism as it used to. I say this with great.hesitation, because I am con-vinced that local stability has an obvious value. It makes the stabilitas cordis not merely a kind of pious velleity but a positive incarnational thing. As men, we do form a concrete, human family in our local monas-tery and we interact on one another directly in a very obvious way. It could be that because the world is going so socialized and so universalized that it needs a counter-poise that monasticism offers. Interviewer: You don:t feel that the uniqueness of Benedictine monasticism is in jeopardy if a liberal view of stability is adapted?. Abbot Butler: What is most specific in monasticism, compared with other forms of religious life in the Church, is allegiance to the local abbot. In orders like the Dominicans or Franciscans°your allegiance would be to a superior who rules thousands of people all over the world. He is a remote figure and few of his subjects have any contact with him. Even if a Benedictine spends half a year outside the monastery he does know his abbot personally and has a personal link with the other brethren in the monastery. This does make a great difference. Interviewer: On the other hand, the Dominicans, Franciscans, or Jesuits also have their local superior and they live in a community structure. While it's true that monasticism insists more on the communitarian aspect of life, can it still do so if it accepts a very wide view of stability which does not stress the local aspect--the permanence in a particular place? Abbot Butler: It is very difficult to conceptualize such things. But in my own abbey, for instance, we have a certain number of parishes where the monks are in charge and they spend years outside the monastery. I feel that the relationships between the monks on the distant parishes and his abbot are of a different human quality from the relations .between a friar and his local superior. Apart from the pope there is no higher supe-rior for a monk than his abbot. Interviewer: Declericalization is a primary goal in the present religious renewal. How does this apply practi-cally to monasticism? Abbot Butler: The separation in monastic life be-tween the clerical family and the lay brotherhood is in itself an absolutely outrageous thingl Here we must get back to the spirit of the founder. If there is one thing about which I am absolutely certain it is that St. Benedict conceived of monastic life as a way of being a Christian, not a way of being a priest. You might be a priest as well, but it is accidental to your monastic vocation. The present state of things in monasticism in the West is a bit of a scandal. It almost amounts to a dictation to the Holy Ghost. You tell the Holy Ghost that He may not give a full monastic vocation to any-body unless he couples it with a quite different thing, which is a sacerdotal vocation. Interviewer: Historically the tendency to clericalize goes back to the eighth or ninth century. Abbot Butler: It did begin as early as that, but I think that the monstrosity of the lay brother probably came in about the end of the eleventh century or the beginning of the twelfth. In a legalized form it was a Cistercian invention. It is helpful to remember that we do belong to the Catholic Church and that Eastern monasticism has never fallen into this awful abyss. Interviewer: Let us change the subject to theology. As an Englishman and a theologian, do you think that modern theology has successfully answered the challenge put forth by linguistic analysis? Abbot Butler: No. ÷ + ÷ Abbot Butler VOLUME 26, 1967 53 ÷ ÷ ÷ REVIEW FOR RELIGIOUS 54 Interviewer: Do you think theology has a duty to answer? 'Abbot Butler: Yes, there is a duty. I would like to preface my remarks by saying that I am not a pro-fessional philosopher. I am inclined to think that lin-guistic analysis is a rather provincial phenomenon and a rather transitory stage in the total history of philosophy. It will probably have done some good in much the same way as the Greek Sophists, in forc.ing men to be careful in their use of language and to reflect upon their use of language. In toto, linguistic analysis is not too impor-tant, but in the actual situation it happens to be im-portant because it controls a great deal of the higher culture of the West in its more sophisticated side. I don't think that we hav
The United States holds dear our values of democracy, civil liberties, and the separation of the branches of our government. In fact, every member of our armed services has sworn an oath to defend the parchment that declares these institutions sacred, and it is the obligation of the United States Armed Forces to preserve and protect those democratic liberties which we hold dear. Given this, it is surprising to know that US Army doctrine idolizes a military dictator, who knowingly seized complete control of his home state following political unrest. Intriguingly, this same figure, who was revered by his soldiers and that same state he commandeered, struggled with marital and familial conflicts his entire life. These statements may be confusing, as there couldn't have possible been a military coup in the United States, let alone a leader of that coup who is still beloved by his statesmen today. Ironically, this individual is no other than Civil War hero Joshua Lawrence Chamberlain. While the aforementioned facts are not popularly discussed in history, many Americans know and recognize Chamberlain and his contribution to the United States. He is remembered for his actions in battle which earned him the Medal of Honor later in life. Joshua L. Chamberlain is undoubtedly one of the most popularly researched and written figures in the American Civil War era. Moreover, there are a multitude of sources that further my research, answering the question of how Chamberlain was remembered during and after the war compared to evidence of the life he lived. Upon examination of several key books and articles that discuss the memory of Chamberlain, from during the war to the modern day, a baseline literature review can be made regarding the question as well as its answer. These selected works have all contributed to the field regarding Joshua Chamberlain and how he is remembered both in his own time and our modern age. ; Winner of the 2022 Friends of the Kreitzberg Library Award for Outstanding Research in the Senior Arts/Humanities category. ; Investigating Joshua L. Chamberlain; Distinctions Between the Memory and Reality of Maine's Famed Colonel Jacob Maker HI 430 A Professor Sodergren 12 December 2021 1 The United States holds dear our values of democracy, civil liberties, and the separation of the branches of our government. In fact, every member of our armed services has sworn an oath to defend the parchment that declares these institutions sacred, and it is the obligation of the United States Armed Forces to preserve and protect those democratic liberties which we hold dear. Given this, it is surprising to know that US Army doctrine idolizes a military dictator, who knowingly seized complete control of his home state following political unrest. Intriguingly, this same figure, who was revered by his soldiers and that same state he commandeered, struggled with marital and familial conflicts his entire life. These statements may be confusing, as there couldn't have possible been a military coup in the United States, let alone a leader of that coup who is still beloved by his statesmen today. Ironically, this individual is no other than Civil War hero Joshua Lawrence Chamberlain. While the aforementioned facts are not popularly discussed in history, many Americans know and recognize Chamberlain and his contribution to the United States. He is remembered for his actions in battle which earned him the Medal of Honor later in life. Joshua L. Chamberlain is undoubtedly one of the most popularly researched and written figures in the American Civil War era. Moreover, there are a multitude of sources that further my research, answering the question of how Chamberlain was remembered during and after the war compared to evidence of the life he lived. Upon examination of several key books and articles that discuss the memory of Chamberlain, from during the war to the modern day, a baseline literature review can be made regarding the question as well as its answer. These selected works have all contributed to the field regarding Joshua Chamberlain and how he is remembered both in his own time and our modern age. Academic books such as Hands of Providence by Alice Rains Trulock, John Pullen's Twentieth Maine, and Conceived in Liberty by Mark Perry portray Chamberlain in a prolific 2 light. They all generally revere him, initiating their books with praise calling him "a great American hero and a genuinely good man," as well as "remarkable" and a "graceful gentleman".1 Not only do these historians hold these ideals, but the US Army and other agencies openly promote Chamberlain for his heroics without analyzing the reality of who he was holistically.2 Hands of Providence is one of the more prolific biographies describing Chamberlain and the 20th Maine. Trulock writes of his life before, during, and after his war service. She accurately illustrates how Chamberlain's colleagues at Bowdoin, as well as others in his life, regarded him early in the war.3 Comparatively, she notes statements from his soldiers about how they viewed him during the war, both in good and bad lights.4 Pullen does the same, but instead focuses mainly on the unit instead of its commander. This also allows for more in-depth analysis of how his men, and soldiers of the Confederacy, viewed Chamberlain.5 He also describes his work ethic, intelligence, and leadership characteristics regarding how they effected his colonelcy and command during the war. Conceived in Liberty differentiates from the other works because it primarily focuses on the two commanders at Little Round Top and their lives before, during, and after the war. This includes some of the more unsavory events that Trulock and Perry omit, particularly how Chamberlain's home life regarding his wife Fannie's disappointment in their marriage.6 The mentioning of this, as well as information about the abovementioned 1880 affair make this source stand apart from the others.7 1 Trulock, Hands of Providence, xvii; Pullen, Twentieth Maine, 3. 2 United States Department of Defense, "Medal of Honor Monday," https://www.defense.gov/News/Feature-Stories/story/Article/2086560/medal-of-honor-monday-army-maj-gen-joshua-chamberlain/ [accessed 3 November 2021]; Weart, "Joshua Lawrence Chamberlain," https://themilitaryleader.com/leadership-action-chamberlain/ [accessed 3 November 2021]. 3 Trulock, Hands of Providence, 11; Trulock, Hands of Providence, 57; Trulock, Hands of Providence, 105. 4 Trulock, Hands of Providence, 305. 5 Pullen, Twentieth Maine, 128. 6 Perry, Conceived in Liberty, 4; Perry, Conceived in Liberty, 42; Perry, Conceived in Liberty, 333. 7 Perry, Conceived in Liberty, 387-392. 3 Edward Longacre's The Soldier and the Man is an interesting contradictory source. Instead of constant praise for Chamberlain, Longacre credits him for both his good and poor actions during the war. He calls into question his ego and insecurities, selfish desires for greatness above all else, and indifference towards soldiers to include ordering their execution.8 Longacre writes this from a different perspective, that of truth regarding Chamberlain's life both good and bad. There have also been two articles that discuss Chamberlain and his leadership both written by military officers. The first is "Leadership as a Force Multiplier" by Lieutenant Colonel Fred Hillyard, and the second is "Blood and Fire", written by Major John Cuddy. Hillyard focuses on Chamberlain's leadership characteristics while deeming if he deserves the high pedestal he is placed upon, while Cuddy analyzes how different scholars understood Chamberlain and his leadership philosophy. They both state how Chamberlain has been designated as a symbol of leadership within the military and agree that he received all his knowledge from his commander, Colonel Ames, who was West Point educated.9 Furthermore, they consider Chamberlain in a favorable light by calling him a military genius.10 This differs from other sources in that it outright debates his poor attributes instead of assuming him to be an admirable figure. These articles exemplify the dichotomy of reality and fiction regarding how Chamberlain is remembered. This literature provides insight on the dichotomy of thought regarding Chamberlain, with the more mainstream historians, like Trulock, Pullen, and Perry picturing him as an idyllic, humble, and professional gentlemen who represented the best of Federal officers. This is countered by more modern writers, such as Longacre, Hillyard, and Cuddy, understanding that 8 Longacre, The Soldier and the Man, 100; Longacre, The Soldier and the Man, 118. 9 Hillyard, "Force Multiplier", 4. 10 Cuddy, "Blood and Fire", 2. 4 Chamberlain was by no means perfect, and his flaws should be investigated as much as his successes. Chamberlain's life and legacy is extremely important because it effects how we remember him and his actions during the Civil War. Popular history tells us of Chamberlain's battlefield heroics and of his gentlemanly manner both in and out of battle. Yet, what has not been compiled popularly is the reality of his life, and the memory associated with it. Growing up in Maine, learning about Chamberlain and his regiment was common, mainly as a high point in Maine's history. However, it is increasingly important to recognize who our leaders and heroes were in their lives and hold them accountable for both the good and bad things they did over the course of their lives. Throughout the research, Joshua Lawrence Chamberlain was viewed in high regard by both his adversaries and peers during the Civil War, as well as in his post-war politics, continuing into today's popular history. Yet, there are differing opinions that emerge over time regarding whether his political skills were as impressive as portrayed as well as how multiple personal issues plagued him and his ability to execute the offices bestowed upon him. *** Joshua Chamberlain came from a respected family in Brewer, Maine, outside of Bangor. In the Bangor area, and later Brunswick, Chamberlain and his relatives were regarded as model citizens who held dear to principles of toughness, work ethic, and democratic values.11 He was raised with these morals and sought after them in his personal and professional life. Concepts of honesty and integrity became trademarks of the family, with his parents expecting those attributes from the Chamberlain children.12 Educated in religion at the Bangor Seminary as well 11 Trulock, Hands of Providence, 57; Longacre, The Soldier and the Man, 16. 12 Trulock, Hands of Providence, 57. 5 as traditionally at Bowdoin, he garnered a reputation as an astute academic who was a stickler for the rules and lived by a code of honor.13 Despite his found success in the classroom, Chamberlain had always fancied a military lifestyle, devoting one term of school at the Whiting Military Academy in 1843, as well as participating in several musters with the Maine Militia before entering service in the Civil War.14 Soon after his schooling, Chamberlain accepted a position as a professor at his alma mater, Bowdoin College. He influenced and instructed students on rhetoric and language prior to the war, even writing recommendations and using his political sway to help students gain commissions and enlistments.15 Eventually, his longing to serve coincided with the nation's necessity for leadership. Joshua Chamberlain's contributions to the preservation of the Union are undoubted, yet the perception of him by peers before and in the early years of the conflict indicate dissenting opinions from his popular reference as a revered leader by all. With the nation at war, Chamberlain's desire to serve increased daily as students graduated, or dropped their academics, and enlisted to serve the Union. In envy, Chamberlain utilized his familial and academic connections to pen a letter to the Governor of Maine, Israel Washburn. In this letter he states, "I have always been interested in military matters, and what I do not know in that line I know how to learn", pleading with the governor to allow a man with no military background or training a chance to command.16 Having claimed to be taking sabbatical in Europe, his colleagues detested his notion to leave Bowdoin and sent letters to the Governor urging him to not grant Chamberlain a commission declaring him to be "'no fighter, but only a mild-mannered common student'", "'nothing at all'", and "'good for nothing'".17 Evidently, despite he and his family's 13 Longacre, The Soldier and the Man, 20, 25-26. 14 Longacre, The Soldier and the Man, 18, 53. 15 Nespitt, Through Blood & Fire, 17. 16 Joshua Chamberlain, as quoted in Nespitt, Through Blood & Fire, 9. 17 Colleagues at Bowdoin, as quoted in Trulock, Hands of Providence, 11. 6 reputation throughout Maine, some harbored public doubts about his ability to lead men into battle, mainly because he was thought to be needed more in his role as a Professor at Bowdoin than in the army by some. Contrarily, there were others who supported Chamberlain's military ambitions full-heartedly. Brunswick's reputable physician, Dr. John D. Lincoln, wrote on Chamberlain's behalf, declaring him to be "'as capable of commanding… as any man out of… West Point" and that the enlisted men would surely "'rally around his standard as they would around a hero.'"18 It wasn't just family friends who supported Chamberlain, local newspapers deemed him "a capable and efficient officer" both fit for battle and the lieutenant colonelcy of the 20th Maine.19 The political sway of the his physician as well as the admirability of local press convinced Governor Washburn to grant Chamberlain's commission, yet opting instead to place West Point educated Adelbert Ames of Rockland as commander of the unit due to Chamberlain's lack of field experience and general military knowledge.20 Although there was noted dissent regarding his commission, his soldiers and fellow officers attest to his leadership attributes both under fire and while encamped. In accordance with what Dr. Lincoln wrote to Governor Washburn, he was commended by his troops as being "idolized" within the unit for his stature and leadership, unlike Ames who was viewed as tyrannical and cruel to his men.21 The men of the 20th Maine were driven towards Chamberlain's sympathetic, more egalitarian leadership style, as Ames gave his men no respect believing that military hierarchy should be placed above all else. The men of the unit rejected this, as in Maine 18 Lincoln, as quoted in Trulock, Hands of Providence, 11-12. 19 "Letter from the State Capitol," Portland Daily Press. 20 Longacre, The Soldier and the Man, 55. 21 Pullen, Twentieth Maine, 77. 7 they and their commander stood evenly on the social scale.22 Colonel Ames was detested for his constant drill and disrespect for his men, being proclaimed by his soldiers as a "'savage" whose "'men would surely shoot him'" when drawn into battle.23 Ames was blissfully unaware of these thoughts, but Chamberlain relished his public perception and continued to care deeply about his men and by extension his image. By default, the volunteers fell on Chamberlain for support and assurance, as they distrusted their Colonel. Chamberlain proved himself militarily at Fredericksburg, and most notably Gettysburg, as a great military officer and tactician. Although his actions are known and renowned, the perspective of him by others during battle is paramount to understanding how he was perceived. For example, over the course of the war Colonel Ames forced many of his regiment's officers to resign due to poor performance and lack of leadership, yet he referred to Chamberlain as his "'best officer'" who led from the front and modeled honor and bravery for his unit.24 Soldiers testified to an instance where his academic and military intelligence united to deceive the enemy by pretending to be a Confederate under the cover of darkness, fooling the enemy into believing the Union line was far away.25 They also pronounced his leadership as something that should be exemplified, as he refused to order his men into unnecessary danger and would not give them orders he would not execute himself.26 This praise was not solely from his soldiers, but other officers from around the army. The commanding general of the Fifth Corps, General Sykes, congratulated him after Gettysburg by saying that the actions of the 20th Maine, and Chamberlain's leadership thereof, were the most 22 Loski, Chamberlains of Brewer, 15. 23 Thomas Chamberlain, as quoted in Loski, Chamberlains of Brewer, 15. 24 Ames, as quoted in Trulock, Hands of Providence, 105. 25 Pullen, Twentieth Maine, 57. 26 Pullen, Twentieth Maine, 80; Trulock, Hands of Providence, 151. 8 important to occur during the battle and that if Little Round Top was lost so was the Union cause.27 His direct superior, Colonel Rice, declared "'your gallantry was magnificent, and your coolness and skill saved us.'" indicating a consensus amongst all involved that Chamberlain's actions were valiant and noble placing him amongst the army's most superb officers.28 His subordinates and supervisors agreed that Chamberlain was an exceptional officer, which is something to note considering some officers, like General Thomas, were liked by their men and hated by their leaders. While it is not surprising that comrades of Chamberlain praised him, the reactions and testimonies of his enemies are important as well. Colonel William Oates was the commander of the opposing 15th Alabama at Little Round Top, and remarkably only had good things to say about Chamberlain. Oates stated that the decisiveness taken by the 20th Maine made them the hardest fighting unit he had ever seen, and that their "'gallant Colonel'" possessed exorbitant amounts of "'skill and… great bravery'" that saved the Union from defeat.29 Another anonymous soldier recollected on how, during Little Round Top, he had a clear line of sight on Chamberlain, yet felt a strong feeling not to fire upon him. He adhered to this feeling, and later expressed how glad he was that he hadn't killed him in a letter to Chamberlain.30 However, it was not only units involved in direct conflict against Chamberlain that respected him. During the surrender at Appomattox, Confederate Major General John B. Gordon stated that the officer from Maine was "'one of the knightliest soldiers of the Federal army'" because of the respect Chamberlain had bestowed upon the surrendering forces.31 Instead of 27 Trulock, Hands of Providence, 155. 28 Rice, as quoted in Trulock, Hands of Providence, 155; Perry, Conceived in Liberty, 271. 29 Oates, as quoted in Pullen, Twentieth Maine, 128. 30 Pullen, Twentieth Maine, 122. 31 Gordon, as quoted in Trulock, Hands of Providence, 305. 9 humiliating the men as they laid down their weapons, Chamberlain ensured that they were treated fairly, yet still making it known who the victor was. In postwar years, editions of the Confederate Veteran painted Chamberlain in a similar fashion. They tell of how brilliant he and his unit were in battle, over 35 years after the end of hostilities.32 The magazine makes it known how great of a leader Confederate soldiers believed he was. In fact, he is cited as representing the Federal Army in 1913 at a monument dedication in Chattanooga, Tennessee. This reconciliatory monument represented the peace between the states by inscribing the names of both Confederate and Federal war dead. Furthermore, Chamberlain attended as a "distinguished soldier" and gentlemen in the eyes of former Confederates.33 It is common for friendly forces to recognize the brilliance of successful military actions; yet surprising that enemy combatants also revered Chamberlain and his actions despite their catastrophic impact on the Confederate war effort. Chamberlain is remembered after the war for his accolades as a representative of Maine while pursuing political aspirations and maintaining public appearances, yet his support never faltered, and he remained generally well respected despite familial disputes and marital issues that troubled his private life. Politically savvy since his days as a professor, Chamberlain made the jump from wartime commander to state executive in a matter of years after the conclusion of hostilities. An indication of his popularity with the people of Maine, he was elected with the largest majority of any gubernatorial candidate in his first election. He ran on the promise to ratify the 14th and 15th amendments, all while ensuring the former Confederacy paid for their sins while earning their right of federal representation. 34 32 "About a Distinguished Southern Family," Confederate Veteran. 33 "Herbert Head of Peace Memorial", Confederate Veteran. 34 Joshua Chamberlain, as quoted in Trulock, Hands of Providence, 337. 10 Chamberlain desired "'suspension of certain privileges'" and "'certain rights'" for former Confederates, of which he believed had been relinquished by waging war. 35 He appealed to Congress, arguing that war is not a game, therefore the losers should be held accountable for their transgressions. He was known for a conservative streak compared to other Republicans, which itself angered those radicals in Maine politics. For example, he publicly argued against allowing suffrage to freedmen, claiming it to be too much of a change too quickly.36 He also supported Maine's conservative senator in voting against the impeachment of Andrew Jackson, an obvious minority opinion in fiercely liberal Republican politics. 37 He was never a practical politician, but his neglect of party viewpoints disgruntled leaders within Republican forums. This was different from other reconstruction leaders, as many focused-on reconciliation instead of punishment and often sided with the powerful postwar party. Although popular among the citizens of the state, he was unprepared for the life of a politician. In essence, he was not prepared for dissenting opinion, and outright disregard for his point of view at times, as he was at this point used to military reverence for the commanders orders. He fought with the legislature on several issues, mainly temperance and the legality of capital punishment in the state, but also found common ground and gained support from both parties.38 Previous legislations had proposed and supported temperance committees that oversaw laws regulating alcohol use and distribution. They established "special police", which Chamberlain declared an unconstitutional infringement on the rights of Mainers.39 He wrote to the legislature describing his dissatisfaction regarding this bill yet felt it his duty as executive to 35 Joshua Chamberlain, as quoted in Trulock, Hands of Providence, 338. 36 Longacre, The Soldier and the Man, 264. 37 Trulock, Hands of Providence, 338. 38 Trulock, Hands of Providence, 338. 39 Trulock, Hands of Providence, 338; Goulka, Grand Old Maine of Maine, 25. 11 sign it nevertheless due to its success in the legislature.40 He angered many within the state with his conduct regarding this issue, refusing to attend temperance meetings and denying them public forums. Chamberlain took his position as governor quite literally, as is evident by his signing of bills he disagreed with instead of vetoing them. He believed it was his, and the government of Maine's, responsibility to enact and therefore enforce law. By extension, he brought this same fervor to the capital punishment debate saying that laws should either change or be enforced. He is quoted saying, "'If we cannot make our practice conform to our law, [we must] make our law agree with our practice'".41 This debate had been raging far before Chamberlain was Governor, with his predecessors simply tabling execution authorizations as it was state law the Governor had to authorize each death with a signature. Furthermore, he used his executive power to commute sentences, but insisted on carrying out many of them considering it, again, his elected duty.42 He confided in his mother that "'many are bitter on me about capital punishment but it does not disturb me in the least'", continuing to describe that some had sent threatening letters in response to his ordering of the executions. 43 He responded calmly "'The poor fool for whomever thinks he can scare me… is mistaken… I do not have a particle of fear in me of anything that walks or flies,'" assuring his mother of his safety.44 His administration was not without success, as garnered support on several important issues. Chamberlain's exoneration of Civil War veterans with pardons received support from both parties, and the people as well.45 Furthermore, the establishment of the Maine's agriculture 40 Goulka, Grand Old Maine of Maine, 79; Smith, Fanny and Joshua, 197. 41 Joshua Chamberlain, as quoted in Trulock, Hands of Providence, 339. 42 Trulock, Hands of Providence, 339. 43 Joshua Chamberlain, as quoted in Goulka, Grand Old Maine of Maine, 75. 44 Joshua Chamberlain, as quoted in Goulka, Grand Old Maine of Maine, 75. 45 Goulka, Grand Old Maine of Maine, 71. 12 academy, the predecessor of the University of Maine, under his administration again excited the people and both political parties.46 This school created another avenue of education for Maine's youth, one not affiliated directly with the little ivy elite of Bowdoin, Bates, and Colby Colleges. Despite his immense popularity, and the fact that both parties supported him in a fifth term, Mainers typically regarded him as an ineffective politician.47 Today, he is not remembered for his political career or exploits, with historians and everyday people recognizing him for his war exploits. Unbeknownst to the public, while Chamberlain pursued political and public aspirations, his family was disintegrating. Not only did he and Fannie have marital issues, but his siblings all experienced turmoil that was directly and indirectly caused by the patriarch's endeavors. During the war, it was known that Fannie and Chamberlain were often at odds regarding their marriage and the direction of their lives. While she begrudgingly supported her husband's military endeavors, she was often distant during the war and hoped that when he returned to Maine he would settle down and make time for her.48 According to letters between the two, it appears that Fannie would often neglect to return letters to Chamberlain, saying he had sent seven letters by October of 1862 compared to receiving only two from his wife.49 This pattern continues throughout the war with Chamberlain asking "'Where are you… I do not hear from you all this long while?. It is more than a month that I have heard a word from you?'".50 Fannie and Chamberlain's marriage was strained by the distance and lack of communication during the war, yet his issues would also follow him into his post-war career. 46 Goulka, Grand Old Maine of Maine, 25. 47 Goulka, Grand Old Maine of Maine, 25. 48 Perry, Conceived in Liberty, 333. 49 Nespitt, Through Blood & Fire, 23. 50 Joshua Chamberlain, as quoted in Desjardin, Life in Letters, 184. 13 Fannie understood how tenaciously ambitious her husband was. He was a man of perception, and it came to no surprise to her that he accepted the Republican nomination and subsequent election as governor. Unlike her support during the war, Fannie made it clear she did not and would not encourage him in this undertaking, as she felt neglected as a wife.51 She felt so strongly about this, she refused to accompany her husband in Augusta, instead opting to stay in Brunswick. He missed her dearly and wanted to share his experience as governor with her pleading, "'we are getting rather lonesome without you…'" while encouraging her to accompany him saying "'we are having some quite pleasant times, only you are wanting to complete our happiness.'"52 Still, despite his proposed love and longing for his wife, their marriage continued to decline throughout his term to the point of abuse accusations and threats of divorce. Fannie, extremely unhappy with her marriage by 1868, released public statements alleging physical and mental abuse during their marriage. Chamberlain's response was chilling, saying "'if it were not you… I should make quick work of these calumniaters…'".53 Seeming more concerned with his public image than his marriage or the state of his wife, he says his enemies will "'ruin'" him when they catch hold of the allegations.54 Chamberlain scolded her like a child, warning her of the perils that faced widows in their society, as well as the unsought humiliation a separation would bring for himself and their families.55 These marital issues continued for the remainder of their lives, with Chamberlain confused on how or why his wife remained so disappointed in their union. They came to a mutual agreement, that they would remain married to preserve public respect for themselves and their family while living separately 51 Perry, Conceived in Liberty, 334. 52 Perry, Conceived in Liberty, 334; Joshua Chamberlain, as quoted in Goulka, Grand Old Maine of Maine, 59. 53 Joshua Chamberlain, as quoted in Smith, Fanny and Joshua, 195. 54 Joshua Chamberlain, as quoted in Smith, Fanny and Joshua, 195. 55 Trulock, Hands of Providence, 341. 14 for much of the remainder of their lives.56 These public statements were used as fodder by his enemies but amounted to make little difference as Chamberlain was subsequently reelected. Despite this, it is important to understand these accusations to therefore appreciate Chamberlain holistically, and acknowledge their absence in popular history. During the war, Joshua's brother Tom fought alongside Chamberlain in the 20th Maine while the remaining Chamberlains awaited the return of their soldiers. Sarah, their sister, continued life at home while John, being chronically ill, served alongside his brothers as a Chaplain. Upon returning home, John became increasingly sick. Despite the ailments of his brother, Chamberlain ran and was elected for governor whilst his wife spent considerable time caring for John.57 Tom, meanwhile, was lost after his wartime service. He lived and worked in New York for a time, yet never found anything worthwhile. Soon thereafter, John died and Governor Chamberlain left his Tom to fend for himself, stranding him both financially and emotionally as Tom had come to rely on the hospitality of John in Chamberlain's absence.58 Later in life he did the same, as Tom returned to Maine in 1889 after failed pursuits in Florida. Chamberlain, now retired, refused to help him as he had his own financial problems. Tom, neglected to attend any reunions of the 20th Maine, therefore allowing his brother to obtain the spotlight.59 Upon Tom's death, Chamberlain retained the same mindset regarding his siblings. Despite this, Tom never resented his brother, in fact encouraging and supporting him until the day of his death.60 Joshua Chamberlain made himself a priority throughout his life, doing so by routinely disregarding the needs of his loved ones in exchange for his own. This is 56 Perry, Conceived in Liberty, 339. 57 Loski, Chamberlains of Brewer, 78. 58 Loski, Chamberlains of Brewer, 82. 59 Loski, Chamberlains of Brewer, 86. 60 Loski, Chamberlains of Brewer, 88. 15 another unknown aspect of Chamberlain's life, and something that he and popular historians do not want the public to see, as it would taint his image as a saintly officer and leader. Omitted from almost every contemporary textbook or lesson regarding Joshua Chamberlain is the 1880 Maine Gubernatorial crisis, termed the 'Count-Out Crisis'. Essentially, elected Democrat Governor Alonzo Garcelon sought reelection in 1879 against two opponents, Daniel F. Davis of the Republican Party and Joseph L. Smith of the Greenbacks Party. With the vote split between three candidates, 49.6% of the votes went to Davis with the remainder split between Garcelon and Smith. The Maine Constitution declared that without over 50% of the votes, no winner could be announced, and the legislature must elect the governor.61 Facing a Republican majority in the legislature, Garcelon manipulated the votes by casting aside Republican votes as invalid, causing the Supreme Court of Maine to declare his actions unconstitutional and award the governorship to Davis. Garcelon refused to yield his office and began appointing Democrat and Greenback Representatives and Senators while declaring himself the rightful governor. All sides began to mobilize paramilitary forces, forcing then Commander of the Maine Militia, Joshua Chamberlain, to intervene.62 Called upon by leaders of the elected legislature, Chamberlain swiftly took control of the government by using civilian police to oust Garcelon's staff and council before alterations could be made to the legitimate election results.63 Controlling the state as a military dictator, Chamberlain now faced the daunting task of relinquishing power to one of the three factions, retaining it for himself, or allowing the courts to decide. He was urged from all sides, with many pleading him to retain the democratic institutions in place.64 Chamberlain confides his great 61 Desjardin, Life in Letters, 239; Foley, Ballot Battles, 164. 62 Foley, Ballot Battles, 165-167. 63 Trulock, Hands of Providence, 356. 64 Desjardin, Life in Letters, 242. 16 responsibility in Fannie saying "'There is… No Governor, no legislature… I have been obliged to assume the defense… of the state… I am determined that Maine shall not become a Southern American State'".65 He is interpreted as referencing his Confederate counterparts and the lawlessness he associated with their secession and subsequent reintegration into the Union, as well as nations literally situated on the South American continent that were notable monarchies and dictatorships. Chamberlain's outlook on his role in this matter is that of a noble hero, something that surely inflated his ego as well as gave him a needed break from what he deemed to be a morbidly boring life as a civilian. Committed to solving the issue in a non-partisan and equitable manner, Chamberlain managed to enrage almost everyone in Augusta during his occupation. He was offered appointments as senator by each side, to which he adamantly refused stating it was the sole responsibility of the courts to decide the outcome.66 He was discouraged that his own party had amounted military forces and bribed him, and that they and the Democratic camp called him a traitor and usurper who abused his office as Commander of the Militia by intervening.67 Both sides plotted against him, threatened to kill or kidnap him, yet he stayed true to his goal of "'keep[ing] the peace'" and allowing laws to be executed rightfully.68 A local paper describes the scene as dire, where all of the power of the state was vested into Chamberlain until matters could be resolved.69 It was also cautionary, asking citizens to stay calm and avoid the capital, as infantry from Gardiner had been given authority to fire upon civilians or police should they act malicious.70 In the end, he gracefully guided Maine through twelve days of political and social 65 Joshua Chamberlain, as quoted in Goulka, Grand Old Maine of Maine, 138. 66 Trulock, Hands of Providence, 357. 67 Trulock, Hands of Providence, 357. 68 Joshua Chamberlain, as quoted in Trulock, Hands of Providence, 359. 69 "Chamberlain Holds the Helm," Daily Kennebec Journal. 70 "Chamberlain Holds the Helm," Daily Kennebec Journal. 17 unrest, ultimately allowing the court to empower the duly elected legislature to establish Davis as Governor. While Chamberlain fought to maintain his public image though marital and political disputes, today's scholars have begun to delve into his life and analyze his actions. Military writers, for example, annotate analysis his military exploits without necessarily focusing on other aspects of his life. By extension, these writers represent the popular memory of Chamberlain today. Military doctrine displays Chamberlain as the best and brightest military leader of the Civil War, yet writers like Hillyard, Cuddy, and Foley discuss his leadership style progression and whether he deserves the high pedestal he is placed in. Fred Hillyard points out in his paper that the Army uses Joshua Chamberlain as an example of leadership to be emulated, saying that the Army claims responsibility in developing leaders in his image through their education pipelines.71 Hillyard, in the 1980's, questions whether or not this selection is plausible, stating that the notion of military education is lost using Chamberlain as an example as he was schooled at a liberal arts college and volunteered for his commission without any prior military education.72 Hillyard also asserts that although the individual actions of Little Round Top are admirable, the tactics and leadership of the Civil War cannot be adequately translated to modern conflicts. He argues that "students may not relate to the muskets, bayonets, [and] bugle calls… when their thoughts are normally of sophisticated weapons systems… [and] the modern battlefield".73 Moreover, Hillyard continues to question the Army's position regarding Chamberlain, asking if his actions, although notable, were necessarily different from military actions of his time. 71 Hillyard, "Force Multiplier", 3. 72 Hillyard, "Force Multiplier", 3. 73 Hillyard, "Force Multiplier", 6. 18 Hillyard equates Chamberlain's war heroics to his personality, luck, and the fact that the pressure of the situation helped shape him into a military genius. Chamberlain's temperament and personal awareness were key to his success at Gettysburg, in that he was able to learn and adapt to the given situation.74 Hillyard also contributes Chamberlain's willingness to share in the suffering of his men as a motivator for them to follow his lead in battle.75 Unequivocally agreeing that his actions were great, he remains unconvinced that Chamberlain was a special instance of leadership. He determines that when people of character are placed in precarious situations, they usually will make consequential decisions.76 He concludes that Chamberlain is a great example of leadership, one that people can look to and learn from, but is not convinced he is the best example that the military should look toward. This exemplifies that, even in the 1980's, scholars viewpoints of him were changing as a holistic image of Chamberlain and his leadership attributes were being developed. In his paper, John Cuddy focuses on Chamberlain's leadership development over time, and how he became a symbol of leadership for the military and the public. Interestingly, Cuddy contradicts Hillyard by saying that his actions during battle were not a result of him being an exemplary human being, instead attributing his bravery to his personality, personal interactions with different role models, as well as his education and professorship at Bowdoin.77 These characteristics, Cuddy argues, projected him to success in leadership roles, and the evaluation of them and him can help others in the future. He also asserts that Chamberlain had an inert sense of entitlement for esteem and prestige citing his pleas to Senator Morrill regarding his permanent appointment to Major General following the war.78 Despite his ego, he was outwardly concerned 74 Hillyard, "Force Multiplier", 6. 75 Hillyard, "Force Multiplier", 8. 76 Hillyard, "Force Multiplier", 5. 77 Cuddy, "Blood and Fire", 4-5. 78 Cuddy, "Blood and Fire", 6. 19 for the welfare of his troops, yet also garnered the need for respect and order within his unit. He was sympathetic to his men but was also strict when called to do so. Cuddy attributes these and other personality traits to his success militarily and asks future students to analyze his self-need for adventure and validation as an example of poor leadership. Chamberlain's combination of humbleness regarding his troops and desire to prove himself made him daring yet conscious enough to lead gracefully in times of stress. Cuddy also determines that Chamberlain is an example of what good role models can do for leadership development, citing his boyhood idols as well as military leaders. Cuddy establishes that Chamberlain's upbringing was filled with military heroes, like his father and grandfather, of whom he always wanted to emulate.79 His childhood was filled with menial labor, hard lessons, and eventual academic prowess. Chamberlain was an advocate for hard work before the war and took these ideals with him into service. Never receiving formal military training, he yearned to prove himself in battle saying "'Soldiering in a time of peace is almost as much against my grain as being a peace man in time of war'" when asked prior to the war about militia service.80 His upbringing shaped his character, which Cuddy argues helped shape him into an effective military leader. Interestingly, we see Foley stray from the commonality of the other military writers, as he seems to agree with popular historians that Chamberlain was a "honorable" and "inspiring" man who answered his nation's call when needed.81 Foley neglects to mention his development as a leader, instead citing sources that clearly picture him as a leader born for greatness. He cites a plethora of Chamberlain's victories, both on and off the field of battle. These include early 79 Cuddy, "Blood and Fire", 15. 80 Chamberlain, as quoted in Cuddy, "Blood and Fire", 7. 81 Foley, "Citizen Warrior", 8. 20 military accomplishments, as well as earning the trust of his men.82 Foley concludes that Chamberlain was simply a military anomaly, crediting in part his successes to "'good genes'".83 He states that Chamberlain's intellectual prowess and desire for challenge fueled his military success, completely disregarding his development as a leader and person throughout his life.84 His lackluster analysis of Chamberlain's life and development is a discredit to leadership development of future military officers, as his paper clearly misinforms the reader by asserting that Chamberlain was a special instance of innate leadership capability. Chamberlain's preeminence is further celebrated today through monuments erected in his name and image. Intriguingly, these monuments were placed far after the Colonel's death in 1914. The first monument was raised on Veteran's Day, 1997, in Brewer near the Chamberlain home. 85 This monument is placed in a public park that is itself a replica of Little Round Top as well as an homage to the Underground Railroad. Named after Chamberlain, it serves to commemorate his battlefield heroics and those of the Hollyoke House that was an actual part of the railroad.86 It is interesting, noting Chamberlain's unfavorable opinions on voting rights for freedmen, that a memorial to him and his unit are placed at an extremely interesting and important historical site in terms of the Underground Railroad, of which Chamberlain was not involved. Yet, the contributions of the Holyoke Family are overshadowed by Joshua Chamberlain's legacy. It's date of completion, as well as location, are significant 82 Foley, "Citizen Warrior", 16. 83 Foley, "Citizen Warrior", 30. 84 Foley, "Citizen Warrior", 29. 85 Maine Civil War Monuments, "Brewer," https://www.maine.gov/civilwar/monuments/brewerchamberlainpark.html [accessed 3 November 2021]. 86 Maine Civil War Monuments, "Brewer," https://www.maine.gov/civilwar/monuments/brewerchamberlainpark.html [accessed 3 November 2021]. Chamberlain Park Statue, Brewer, Maine 21 Chamberlain Statue, Bowdoin College, Brunswick, Maine Maine National Guard Headquarters, Augusta, Maine Chamberlain Post Office, Chamberlain, Maine because it shows that his popularity continued to grow despite his actions having taken place more than 130 years before the monument was placed. The revival of Chamberlain and his exploits in the 1990's can also be explained by he and his unit's stardom in later media. Additionally, Chamberlain retains a second monument in Brunswick on the campus of Bowdoin College. Dedicated in 2003, it is not surprising that the college wanted to commemorate its most notable alumni.87 Yet, this is significant given that the school and its faculty denied his initial requests to serve and slandered him to retain him as a professor. Again, it is notable that almost one hundred years after his death, Bowdoin utilizes the popularity and prestige of Chamberlain's name and likeness to honor him on their campus. Both monuments indicate that Chamberlain's popular memory is alive and thriving in Maine and will be for the foreseeable future. They also indicate that his remembrance has grown in recent years, as these monuments were dedicated in the last twenty-five years. In addition to monuments, his memory lives through his posthumous appointment as the namesake of the Maine National Guard Headquarters in Augusta, dedicated in 2018, as well as an eponymous village in my hometown established sometime in the late 19th century. His legacy is an integral part of Maine's military and political lineage as identified through his idolization by local and state organizations. 87 Maine Civil War Monuments, "Brunswick," https://www.maine.gov/civilwar/monuments/brunswickchamberlain.html [accessed 3 November 2021]. 22 It would be absurd to diminish Joshua Chamberlain's importance to the Civil War and the Battle of Gettysburg. His decisive military actions and the courage of his unit earn him the distinction as a great officer in the history of our military. The memory displayed by both the northern and southern soldiery indicates just this and exemplifies his gentlemanly traits that are often noted by popular historians and the public. Yet, these examples do not demonstrate the holistic view of who Chamberlain was during his time on earth, both during and after his service in the war. While he was respected for his gallantry in battle by almost all, historians have regularly neglected or diminished his shortcomings in life. Understanding the totality of historically significant people's life is important because we cannot afford to remember people in a single-faceted sense. When looking back on the past, the public deserve to know the good and the bad about the people they are supposed to admire. A one-dimensional viewpoint on any figure has no benefit except to paint a false reality, one that hides reality in exchange for a rose-colored fallacy. Instead, we should be yearning to investigate the lives of our heroes to learn from both their mistakes and accomplishments. In essence, there is more to learn from the mistakes of others than from their successes. Joshua Chamberlain has rightfully been admired for his heroics in battle, yet his private life seemed secluded, isolated, and rarely discussed. Yet, as of late, writers have begun to acknowledge that the hero of Little Round Top was indeed human, with his own demons that menaced him throughout his life. Accusations of abuse, familial abandonment, and general neglect of those he loved has begun to threaten Chamberlain's legacy. Given these flaws and misdeeds being exhumed, will his reputation, for which he fought vehemently to maintain, be tainted or amended in the coming years? Will the lessons taught in Maine schools feature his military feats, as well as his personal shortcomings? This is a question for historians, both 23 professional and amateur, to answer. We hold the keys to truth through research and analysis, and despite the man's noted contributions to our nation, we also owe a debt to future generations to lay out the entirety of Chamberlain's story, and let our children decide the fate of Maine's famed Colonel. 24 Annotated Bibliography Cunningham, S.A. "About a Distinguished Southern Family," Confederate Veteran, 1900. This edition of the Confederate Veteran discusses an encounter between a former Confederate and Gen. Chamberlain years after the war, discussing what happened on the Gettysburg battlefield. The disagreement the two had regarding it, as well as the adjectives used to describe Chamberlain, are interesting and are noted in the paper. "Chamberlain holds the Helm," Daily Kennebec Journal, January 12, 1880. This news article discusses the Maine gubernatorial crisis in 1880 from their point of view. The article talks about Chamberlain being essentially inserted as a military governor, and the fear in the community regarding this. It is used to support research done in other sources. Chamberlain, Joshua. The Passing of the Armies: An Account of the Final Campaign of the Army of the Potomac, Based Upon Personal Reminiscences of the Fifth Army Corps. Lincoln and London, NE: University of Nebraska Press, 1998. Chamberlain's own autobiography is interesting because it was written out of necessity for money. It describes his own experiences of the war and why he believed certain instances occur. This is fascinating because others have differing accounts than he. I did not cite it in the paper, but it is listed in the bibliography. Cuddy, John F. "Training Through Blood and Fire: The Leadership Development of Joshua Lawrence Chamberlain." Air Command and Staff College (2015): 2-37. Major Cuddy's essay focuses on Chamberlain's progression as a military leader throughout the war. He states that by modern standards he was a great strategist and soldier yet did not learn at an academy or college. Cuddy advocates for the experiential learning that affected Chamberlain, which he says made him into a great officer. It is used as support for the changing of thought regarding Chamberlain as of late. Desjardin, Thomas A, ed. Joshua L. Chamberlain: A life in Letters: The Previously unpublished letters of a great leader of the Civil War. Harrisburg, PA: National Civil War Museum, 2012. This collection of letters from Chamberlain depicts his personal feeling throughout the war, his gubernatorial years, when he was President of Bowdoin, and throughout his life with his family and colleagues. These primary sources were used when discussing his marital issues, as well as personal feelings during his post-war life. 25 Desjardin, Thomas A. Stand Firm Ye Boys from Maine: The 20th Maine and the Gettysburg Campaign. New York, NY: Oxford University Press, 1995. Desjardin's work focuses exclusively on the Battle of Gettysburg and the actions taken on Little Round Top by the 20th Maine. Most of this book regards the tactics of the battle, but throughout there are personal quotes from soldiers that will be useful, as well as the final two chapters that deal with the immediate memory of the 'Count-on Crisis' and how that affected the remainder of his life. I did not cite this in the paper, but did research it. Foley, Edward B. Ballot Battles; The History of Disputed Elections in the United States. Oxford UK: Oxford University Press, 2016. This book has a chapter devoted to the Maine gubernatorial crisis, which was very hard to find research on. I used this source to provide context on the event and why it occurred, while highlighting the importance of Chamberlain's resulting actions. Foley, Chris M. "Citizen Warrior; Major General Joshua Lawrence Chamberlain; A Study in Command." USMC Command and Staff College (2012): 8-32. Foley offers a Marine Corps investigation into Chamberlain, who he was as a person, and his leadership characteristics. Like the other officers' papers on Chamberlain, he agrees that the man was a military genius but tends to agree with Trulock and Pullen that Chamberlain's knowledge was an anomaly. Goulka, Jeremiah E, ed. The Grand Old Man of Maine: Selected Letters of Joshua Lawrence Chamberlain 1865-1914. Chapel Hill, NC: The University of North Carolina Press, 2004. Goulka's collection of letters fits well with the subject of memory because these letters go from during the war until his death. They discuss in depth his time as governor and the issues regarding his family. They are used to support the secondary source work regarding his life and the events that occurred during it. "Herbert Head of Peace Memorial" Confederate Veteran, 1913. The source is another Confederate viewpoint on the Colonel of the 20th Maine. This, like many, portrays him in a positive light. It is regarding a monument displaying peace between belligerents in Chattanooga, Tennessee. This primary source shows an example of how Confederates and Federal troops viewed him during his life. Hillyard, Fred. "Leadership as a Force Multiplier: The Joshua L. Chamberlain Example." US Army War College (1983): 1-29. This essay is written by an Army officer at the War College. LTC Hillyard discusses Colonel Chamberlain's leadership attributes and if he deserves the high stature he has and still is placed in within the Army. He focuses on how Chamberlain was not a trained soldier, but instead an avid learner who used his ability to absorb knowledge from other professional soldiers. Cuddy's piece on the same subject will support this, and Hillyard's 26 article will be used to further demonstrate Chamberlain's reverence amongst the modern military and changing ideals today. "Indignation in Maine" New York Tribune, December 20, 1879. The New York Tribune article discusses again the situation in 1880 in Maine, but from the outside viewpoint of New Yorkers. It is more of how outsiders view the situation instead of Mainers. "Letter from the State Capital" The Portland Daily Press, August 9, 1862. In my research, this is the first instance I could find discussing then Lt Col Chamberlain and his appointment to the newly designated 20th Maine. It states who the officers and NCOs will be within the unit. It describes Chamberlain in a good light, before he was even in combat, which is important to the research. Maine Civil War Monuments "Brewer." https://www.maine.gov/civilwar/monuments/brewerchamberlainpark.html [accessed 3 November 2021]. This is the State of Maine website that documents all the monuments within the state. It gives the relevant information regarding when the monument was placed and by whom. I also will include personal photographs of the site in the final Draft. Maine Civil War Monuments. "Brunswick." https://www.maine.gov/civilwar/monuments/brunswickchamberlain.html [accessed 3 November 2021]. This is like the prior source, simply a different monument. They serve the same purpose and this one will have a personal photograph as well. Nespitt, Mark, ed. Through Blood & Fire: Selected Civil War Papers of Major General Joshua Chamberlain. Mechanicsburg, PA: Stackpole Books, 1996. This source will add to primary source collection off Chamberlain through letters but only includes works from 1862-1865. They will be used to express his personal feelings during the war regarding his service, his family, and hopefully any issues within his organization. It is used as supporting documents regarding how he was viewed in his time versus how he is remembered. New York State Military Museum and Veterans Research Center. "140th New York Infantry Regiment's Monument at Gettysburg." https://museum.dmna.ny.gov/unit-history/infantry-2/140th-infantry-regiment/monument-gettysburg [accessed 1 November 2021.] The site depicts the 140th New York Infantry's monument at Gettysburg, which is a statement itself about the men who fought with the unit. It stands as a simple memorial to those who died, including the regimental commander. 27 New York State Military Museum and Veterans Research Center. "44th New York Infantry Regiment's Monument." https://museum.dmna.ny.gov/unit-history/infantry/44th-infantry-regiment/monument-gettysburg [accessed 1 November 2021.] This huge castle is dedicated to the fighting men of the 44th New York, who were also alongside the 20th Maine at Little Round Top. It is a superfluous monument, given the fact their role in the battle was overlooked by the heroics of Chamberlain and his men. It has a lengthy inscription, unlike the 44th's, which describes what they did during the battle and how many perished. Both these sources will be used to show that some friendly soldiers harbored at least a little bit of jealousy and resentment for Chamberlain's popularity and recognition when they received little to none. Longacre, Edward G. Joshua Chamberlain: The Soldier and The Man. Conshohocken, PA: Combined Publishing, 1999. This book was one of the more helpful sources. It goes into who Chamberlain was as both a soldier and normal person, which my paper discovers through memory. This source helped me express to the reader who Chamberlain really was and how that relates to his popular portrayal. Also, it is one of the only sources that really questions Chamberlain and asks tough questions of his character and actions. Loski, Diana H. The Chamberlains of Brewer. Gettysburg, PA: Thomas Publications, 1998. Loski's book primarily confers how the entire Chamberlain family came to be, and their relevance throughout history. It not only discusses Joshua and Fanny, but also his brother Tom, his sister, other extended family, and of course his parents. I use it to discuss his familial life, mainly regarding how he abandoned them routinely. Norton, Oliver W. The Attack and Defense of Little Round Top, Gettysburg, July 2, 1863. New York, NY: The Neale Publishing Company, 1913. Norton's piece, while older, gives a lot of valuable insight into the battle itself. While this is important to compare thinking from the past to present, there are other sources that do a better job. I do not cite it in the paper Perry, Mark. Conceived in Liberty: Joshua Chamberlain, William Oates, and the American Civil War. Harmondsworth, Middlesex, UK: Penguin Books Limited, 1997. This is one of the more credible sources regarding Chamberlain and his memory, as it also discusses his adversary on Little Round Top and their parallels. Through this source, we can see how other officers and officials of the time viewed Chamberlain both during and after the war, and more importantly how his foes viewed him. Also, the book discusses some of his actions after the war, how it affected his personal life, and how others perceived him. This is a good source to use to refer to both how people thought about him but also the reality of his actions. Also, it is a beneficial source to see how adversaries thought of him, specifically William Oates who commanded the regiment that opposed him at Little Round Top. 28 Pullen, John J. The Twentieth Maine: A Volunteer Regiment in the Civil War. Philadelphia, PA: J.B Lippincott & Company, 1957. The book provides instances of how he is/was remembered. Mainly this source quotes Oates, Chamberlain's counterpart, but also Chamberlain's soldiers regarding their leader. Because the point of this paper is to focus on memory, this source will be helpful because it has a lot of points regarding how the people he commanded felt about Chamberlain. Smith, Diane Munroe, ed. Fanny and Joshua: The Enigmatic Lives of Frances Caroline Adams and Joshua Lawrence Chamberlain. Gettysburg, PA: Thomas Publications, 1999. Like the Chamberlains of Brewer source, this book will give greater understanding of the relationship of Chamberlain and his wife. Comparing to other sources, I will see if in fact their relationship was strained and if so why. It is mainly letters between the two, accompanied by brief excerpts describing the times and circumstances of the letters. These sources will help determine if his stately appearance was a public rouse or if he was privately a different man. Trulock, Alice Rains. In the Hands of Providence: Joshua L. Chamberlain and the American Civil War. Chapel Hill, NC: The University of North Carolina Press, 1992. Trulock's work is one of the prolific biographies of Joshua Chamberlain but is claimed by writers like Cuddy and Longacre to be one sided and only include the more cheerful instances in his life. Most of the work puts Chamberlain in a good light by designating him as a marvelous leader who was fair and beloved by his troops. Strangely, she does mention some of his more unsavory actions after the war, as well as explaining his resistance in allowing freedmen to vote. I use this source a multitude of times because the author covers almost every instance of Chamberlain's life. United States Department of Defense. "Medal of Honor Monday." https://www.defense.gov/News/Feature-Stories/story/Article/2086560/medal-of-honor-monday-army-maj-gen-joshua-chamberlain/ [accessed 3 November 2021]. This DoD article discusses Chamberlain as an astute, gentlemanly officer who was a gallant recipient of the Medal of Honor. While this is true, it again is an example of popular memory regarding Chamberlain. He is viewed only through his singular actions, not by a collection of them. Weart, David. The Military Leader. "Joshua Lawrence Chamberlain- Leadership in Action," https://themilitaryleader.com/leadership-action-chamberlain/ [accessed 3 November 2021]. Weart's online article does the same as the DoD's. It describes Chamberlain in a single faceted manner and neglects all the instances that made him human like everyone else.
La tesis "El Derecho del Trabajo democrático en la República de Weimar" es, de una parte, una introducción contextualizadora a la historia político-social, sindical, del Derecho del Trabajo y de la obra de significados juristas demócratas comprometidos con el nacimiento de la nueva disciplina jurídica (y en parte responsables de su constitucionalización) y con su desarrollo en la República de Weimar, así como una consideración transversal y comparativa de varias instituciones fundamentales propias de este nuevo campo jurídico, constitucionalizado en la carta magna alemana de 1919: la constitución económica y del trabajo, la socialización de los medios privados de producción y el consejismo obrero, consideradas en su contexto histórico y desde diversas ópticas de la izquierda socialdemócrata y comunista . Contenido de la investigación: 1. El contexto histórico El inicio de la República weimariana coincide con una profunda crisis de un modelo socio-político alemán - imperial, liberal y burgués, a su vez con contradicciones inherentes a una modernización acelerada de la economía y de la sociedad conviviendo con estructuras cuasi feudales - que concluye abruptamente con el derrumbe del imperio y, en expresión personalizada y gráfica del mismo, con la huida del Káiser y la necesidad de asumir un poder que se halla abandonado en la calle para quien quiera, o pueda, hacerlo suyo. Dada la profunda bancarrota de quienes llevaron a Alemania al desastre - el establishment sobre todo prusiano de militares, terratenientes e industriales, aglutinado políticamente en partidos conservadores -, la posibilidad fáctica de asumir un nuevo liderazgo tan sólo la tienen los socialdemócratas (tanto los mayoritarios como el USPD, ala izquierda escindida por oposición a la aprobación por parte del SPD de los créditos que hicieron posible financiar la Primera Guerra Mundial, quizá por razones tácticas relativas a su inclusión definitiva en el sistema, quizá por genuino patriotismo, temiendo una invasión zarista), o los consejistas radicales que se han levantado y, en cierta medida, contribuido a dar fin a la guerra, negándose los marinos de Kiel, organizados en soviets rebeldes, a inmolarse en el Mar del Norte. Ambos - socialdemócratas mayoritarios y minoritarios, y movimiento de los consejos a su izquierda - proclaman repúblicas al mismo tiempo. El poder tradicional - el ejército, la gran industria - apoya secretamente a los socialdemócratas, ante el pavor de que se repita en Alemania lo que dos años antes ha acaecido en Rusia, devenida república popular soviética. La gran patronal reconoce a los sindicatos y pacta con sus líderes un nuevo statu quo de condiciones laborales y negociación colectiva (el Acuerdo Stinnes-Legien), sentando las bases de una comunidad del trabajo de la que también el futuro fascismo habrá de hacer uso. Las proclamaciones contradictorias de soberanía política se resuelven en una sangrienta y breve guerra civil, en la que los Freikorps siguen las órdenes del socialdemócrata Noske. Rosa Luxemburgo, Karl Liebknecht y miles de personas más son asesinados. Los líderes del movimiento consejista aceptan - no sin tensiones - ceder la soberanía que estiman ostentar a favor de un proceso democrático constituyente, al entender existente un compromiso de que la institución de los consejos será debidamente incluida en la nueva constitución. Cuando Hugo Preuss intente negarse a hacerlo, importantes manifestaciones y tensiones sociales le obligarán a reconsiderar su posición; y cuando la Ley de Consejos de Empresa de 1920 se vote, decenas de personas morirán acribilladas en las escaleras del Reichstag en expresión de la profunda discrepancia de los ya rescoldos del Rätebewegung respecto de su tímida positivización legal. Los diputados elegidos para llevar a cabo el proceso constituyente se refugian en la más segura y defendible ciudad de Weimar, quizá también buscando los ecos de la Alemania culturalmente gloriosa de Goethe y Schiller y, en pocos meses, culminan la reconstrucción política de lo que aún se llamará Reich a través de una nueva constitución. Los aspectos sociales y, muy especialmente, las cuestiones referentes a la socialización, a la participación de los trabajadores en la gestión de la economía y de la empresa, y al derecho de estos a la libertad sindical (y al de los sindicatos a existir y a cumplir con sus funciones socio-económicas) encuentran reflejo normativo en el texto constitucional. Hugo Sinzheimer formará parte como diputado de la comisión constitucional y de su pluma, al decir de todos, surgen, en esencia, los importantes y afamados artículos 159 - libertad de coalición - y 165 - constitución económica y constitución del trabajo, participación de los trabajadores en el gobierno económico y de la empresa - de la Constitución de 1919. Las tensiones de la época, resueltas en cada vez más frecuentes revoluciones comunistas, las propias circunstancias históricas de una Alemania en bancarrota social, política y económica e inmersa en una micro guerra civil - todo proceso constituyente es efecto de tensiones contradictorias, de equilibrios entre lo estructural y lo contingente - sin duda influyeron en un texto constitucional que aspiraba - temerariamente, según se ha escrito - a constitucionalizar y canalizar jurídica y civilizadamente la lucha de clases. 2. Sindicalismo y Derecho del Trabajo en la República de Weimar La temprana condición de clásico alcanzada por el Derecho del Trabajo de la República de Weimar, sin perjuicio de su carácter fundacional de la disciplina académica en las instituciones universitarias, es deudora, como apenas podría ser de otra manera, de una previa (¿pre?) historia sindical y jurídica. El sindicalismo autónomo, apoyado por el partido socialdemócrata, se había desarrollado notablemente en la Alemania de la segunda mitad del siglo XIX, con movimientos huelguísticos de gran influencia. Bismarck reaccionó ante la cuestión social prohibiendo los movimientos socialistas (Partido Socialdemócrata y sindicatos afines) y creando el primer sistema de Seguridad Social, con una intención de amortiguar los conflictos socioeconómicos que amenazaban la estabilidad del statu quo Reich. También la doctrina académica fue desarrollando una importante teorización sobre el Derecho del Trabajo, aún inexistente como disciplina autónoma. Juristas nacidos en la primera mitad del siglo XIX y conocidos como socialistas de cátedra fueron los pioneros: Schmoller, Brentano, Wagner, von Schönberg, Loening, Herkner, Schäffle… Otros juristas, estudiosos del Derecho Civil y del Derecho Romano, también contribuyeron a esta construcción dogmática: Gierke, Grünberg, Menger, Flesch, Lotmar. El más joven de todos ellos, y luego maestro y decano del Derecho del Trabajo weimariano, será Sinzheimer. Al inicio de la Primera Guerra Mundial, y a pesar de la fuerte resistencia del II Reich - hostil a cualquier desarrollo del derecho colectivo del trabajo y tan sólo dispuesto a conceder un mínimo de derechos laborales a título individual -, el movimiento sindical había conseguido consolidarse con más de dos millones de afiliados. La fuerza de los convenios colectivos reposaba en la capacidad de los contratantes para mantenerla. Y la mayoría de los líderes del propio movimiento sindical sostenían que esta radical autonomía, sostenida con su propia fuerza y al margen del Estado, era la mejor garantía de su eficacia. Tal concepción cambió tras la Revolución de Noviembre de 1918. El movimiento sindical evolucionó hacia una mayor confianza en el Estado, máxime tras la constitucionalización de la libertad de coalición y de los principios de participación de los trabajadores en el ámbito económico (incluido el centro de trabajo) y social. La relación entre los sindicatos y el Estado será cuestión compleja y no exenta de debate en el seno de la doctrina iuslaboralista. Como ejemplo relevante, la confianza de Sinzheimer en el Estado, tan propia de la tradición filosófica y jurídica alemana (expresándose en Hegel de forma tan conocida como notoria), quizá le impidiera considerar con la suficiente anticipación y clarividencia los riesgos de un corporativismo que sus discípulos - muy notablemente Kahn-Freund - sí supieron apreciar. El pecado de corporativismo - en contra de la hipótesis pluralista que quiso regularse en la Constitución de 1919 - se pagó en Weimar a muy alto precio, debilitando a los sindicatos - su poder declinó progresivamente desde que, en 1920, consiguieron impedir el éxito del Kapp Putsch -, impidiéndoles reaccionar con eficacia frente a la deriva antisindical y fascista de la República y abocándoles, finalmente, a su desaparición. Quizá sea una de las más importantes lecciones de la época. El Derecho del Trabajo, en todo caso, disfrutó de un importante desarrollo en los años weimarianos, hasta el punto de que Sinzheimer pudo llegar a afirmar que era una gran satisfacción haber vivido para verlo. El derecho colectivo del trabajo nació y fue jurídicamente regulado como tal, reconociéndose el derecho de coalición con sus libertades y garantías conexas, y primando el fruto de la negociación colectiva sobre el contrato individual. Se sustituyó el principio absolutista - Herr im Haus - por otro constitucional en la empresa, reconociéndose a los trabajadores el derecho a participar, a través de la institución de los consejos, en ciertas cuestiones económicas y sociales pertinentes a su centro de trabajo. Se reconoció e institucionalizó, asimismo, la función del Estado en la determinación de la forma y contenido de la relación laboral, de forma relevante en la imposición de arbitrajes obligatorios relativos a conflictos sociales, o en la posibilidad de extensión también obligatoria de convenios colectivos. Se regularon mediante estatutos relevantes derechos y obligaciones de los trabajadores, como la jornada laboral, los convenios colectivos, o prestaciones públicas de Seguridad Social, muy notablemente la pionera de seguro de desempleo. Alemania se unió, asimismo, a la OIT, y en 1927 ya habían sido ratificados cuatro tratados. Además, se creó una jurisdicción laboral y una ley procesal específica. Los graves problemas económicos de la República - y muy especialmente el Crack de 1929 - destruyeron muchas de las conquistas sindicales y de la fuerza del movimiento obrero. La afiliación se desmoronó y también la negociación colectiva. Hasta el Parlamento dejó de reunirse, cayendo la última coalición de gobierno weimariana por la negativa del SPD a desmantelar el sistema público de protección por desempleo. Pronto las relaciones laborales se vieron reguladas por decreto y a la baja. El desempleo creció exponencialmente. La República de Weimar nació con el movimiento consejista, estrechamente vinculada a cuestiones sociales y a su regulación jurídica. También naufragó junto con sus sindicatos y con su derecho social. El Derecho del Trabajo se hallaba en el corazón de la democracia weimariana, era su emblema, "el vínculo que conectaba a la República con la clase trabajadora", la herramienta mediante la que la Constitución de Weimar intentó organizar jurídicamente la lucha de clases y hacer de ella un elemento esencial de la evolución del derecho positivo. Promover y defender el Derecho Laboral era fundamental; atacarlo era atacar a la democracia y a la República. Como diría Kahn-Freund más de 40 años después, la "tragedia menor del Derecho del Trabajo reflejó la mayor tragedia de Alemania entre 1930 y 1933, y su colapso moral sin precedentes de los años siguientes". 3. Los juristas demócratas del trabajo Los juristas del Derecho del Trabajo democrático weimariano son manifestación de clasicismo y brillantez renovadora de una tradición nacida en el último tercio del siglo XIX - la de los Kathedersozialisten estudiosos de la relación entre economía y sociedad con una fuerte impronta marxista - y de otros juristas como Ihering, von Gierke - a su vez inspirado por la tradición jurídica de la Germania medieval objeto de sus estudios -, Ehrlich y Renner y, como antecedente inmediato, Philipp Lotmar. La cuestión social teorizada y expresada ya en un conflicto organizado durante la Alemania Guillermina, con importante participación de un movimiento obrero primero reprimido y luego apenas tolerado por el Reich alcanza, quizá prematuramente, un momento definitorio tras el terrible trauma de la Primera Guerra Mundial. Hugo Sinzheimer, quien había ya publicado - en la estela de Lotmar - importantes trabajos sobre la construcción jurídica del convenio colectivo y sobre el contrato de trabajo, tiene las condiciones adecuadas para ejercer una influencia decisiva en la creación de un (re) fundado, constitucionalizado y conceptualmente unificado Derecho del Trabajo alemán, que habría de tener una importante influencia en diversos sistemas jurídico-laborales más allá del ámbito germánico. Jurista del trabajo, sociólogo y antropólogo del derecho, político y experto en políticas legislativas, abogado e historiador, Hugo Sinzheimer sostiene una concepción humanista del derecho - el hombre y su emancipación como fin del derecho - que condiciona su concepción iuslaboralista, al rechazar (por falso, conforme a su concepción sociológica) cualquier formalismo negador la verdadera situación de desigualdad y dependencia propia de la relación laboral, tal como la venía conceptualizando la tradición romanista-liberal del libre contrato de trabajo, al que quiere desenmascarar. Ya no habrá de ser una relación entre "personas jurídicas", sino entre empleador y ser humano dependiente. El trabajo por cuenta ajena se desarrolla, además, en un entorno colectivo - la comunidad de trabajo, concepto a cuya problematicidad ya nos hemos referido - que requiere una también colectiva participación de todos sus integrantes. Los trabajadores han de participar, a través de órganos democráticos de representación colectiva, en la codecisión de un re-politizado ámbito de la empresa empresarial, con capacidad autonormativa. La política legislativa habría de ser el objetivo último de la teoría jurídica del Derecho del Trabajo, que no podría limitarse al análisis formal de la ley. Así lo practicó siempre Sinzheimer, generando nuevas propuestas regulatorias del ámbito iuslaboral, tanto sustantivas como procesales, influyendo en la creación de la jurisdicción social (y de su norma rituaria) en Alemania. En su evolución conceptual es resaltable el nuevo énfasis que, desde finales de los años 20, recupera la exigencia de democracia económica - y no solo política - como medio necesario para obtener una verdadera emancipación de los trabajadores. Ernst Fraenkel, Franz Neumann y Otto Kahn-Freund fueron todos ellos discípulos de Sinzheimer. De ellos, tan sólo Kahn-Freund fue jurista del trabajo a lo largo de toda su vida profesional y académica, con una importante influencia no sólo en el Derecho Laboral de la República weimariana sino también en el británico. Tanto Fraenkel como Neumann produjeron brillantes obras iuslaboralistas hasta su expulsión de Alemania por los nazis, deviniendo relevantes teóricos de la política desde entonces. Ernst Fraenkel sostuvo, con fundamento en el texto constitucional weimariano, el valor de una democracia colectiva en la que la pluralidad de los grupos sociales - incluidos los trabajadores organizados - habrían de participar de forma relevante, continua y con un alto grado de autonomía. Los trabajadores en cuanto tales - y los ciudadanos no investidos formalmente del poder público, no funcionarios - habrían de contribuir a conformar el orden económico y social, de una constitución no sólo política sino también económica. Durante toda su vida, Frankel fue un estudioso y defensor del pluralismo social como forma de organización política. La tutela de fuerza del trabajo era un elemento esencial de la constitución weimariana, y el Derecho del Trabajo (y muy especialmente el convenio colectivo) una manifestación esencial del mismo, como garante de una admisible distribución del producto social y de un reequilibrio del poder en la comunidad política, en la que se debe incluir el ámbito privado (o público) empleador; como depositario de las fuerzas de vanguardia progresista antes de transformarse en nuevas formas jurídicas. El Derecho del Trabajo tiene un especial significado político. Fraenkel criticó, como también lo harían Neumann y Kahn-Freund, la parcialidad interpretativa de la gran mayoría de unos jueces que durante la República se autoexcluyeron de su vinculación a la constitución y a las leyes en defensa subjetiva y parcial de una concepción social ajena a la autonomía de los agentes sociales que desembocaría en el totalitarismo fascista. Tras su emigración a EE.UU. publicó su obra clásica El Estado Dual, análisis y crítica del totalitarismo en la que expone la convivencia en Alemania de un parcial Estado normativo (ya que no de Derecho) no aplicable a quienes el régimen consideraba enemigos. Franz Neumann fue, en su faceta de académico del trabajo, un estudioso de los aspectos sociales de la Constitución de 1919 que, en su interpretación, intentó crear una democracia social basada en derechos tanto liberales y capitalistas, como socialistas: un compromiso entre ambos. Una interpretación sistemática del texto constitucional weimariano le hará concluir que el reconocimiento de los derechos de propiedad privada y de libertad contractual y de empresa están en última instancia sujetos al interés común, como efecto otros principios también constitucionales ( justicia - derecho a una existencia digna -, socialización, derecho de coalición, constitución/democratización del trabajo y de la economía). La libertad de asociación con propósito económico (la libertad de coalición) y la participación de los trabajadores en la codeterminación del ámbito productivo (la constitución del trabajo / constitución económica) y la protección por el Estado del interés de los trabajadores formarían parte esencial de los fundamentos sociales del nuevo orden constitucional. Su hipótesis, al igual que en Fraenkel, se basaba en la hipótesis pluralista, reconciliando al Estado con el movimiento obrero. Sin embargo, en la doctrina de Neumann tal pluralismo era inestable y destinado a quebrar por neutralización recíproca o hegemonía de alguno de los actores sociales. En su obra clásica Behemoth estudió la destrucción del pluralismo weimariano. Neumann estudió con rigor la libertad de coalición en la Constitución weimariana, deduciendo principios necesarios y conexos con la misma tras un análisis sistemático y finalista que ha devenido canónico. Fundamentó jurídicamente la condición de fundamentales de las libertades de asociación y coalición, no limitables por la exorbitante capacidad otorgada al poder ejecutivo por el artículo 48 de la carta magna, tras la conceptualización formal de los sindicatos como asociaciones con fin económico inmediato - que son las protegidas por el artículo 159 -, por más que en última instancia su fin sea también político. Las libertades de conflicto, de expresión, de prensa y de asociación entre ellas son derechos conexos de los sindicatos, que han de ser necesariamente reconocidos como efecto del propio derecho de coalición, así como el derecho de las coaliciones económicas (de los sindicatos) a suscribir acuerdos colectivos con eficacia normativa inderogable. Neumann fue muy crítico con la jurisprudencia social weimariana, criticando su alejamiento de la ley democrática y su parcialidad, fundamentando con detalle su opinión, y sosteniendo la necesidad en derecho de una interpretación jurisprudencial emancipatoria de los trabajadores, con base en la Constitución de la República. Kahn-Freund, abogado como Fraenkel y Neumann, juez en Berlín y, sobre todo, académico del trabajo, fue un decidido defensor de la necesaria independencia de sindicatos (y patronales) respecto del Estado, esencia de un colectivismo constitucionalmente garantizado en la República de Weimar y contrario al superado contractualismo individualista de origen romano. El sistema colectivista legaliza la lucha de clases y la convierte en un componente integral del desarrollo del sistema legal, en una tensión socialmente creativa. El alto tribunal social weimariano (el RAG) habría distorsionado ese pluralismo colectivista, convirtiéndolo en corporativismo fascista (defensa de la necesidad de la colaboración sindical en el superior interés de la empresa). Para Kahn-Freund, la función del Derecho del Trabajo weimariano habría evolucionado desde sus orígenes en 1919 y hasta la anulación de la autonomía colectiva mediante los decretos del final de la República. El colectivismo autónomo, capaz de autogeneración normativa - conforme a la intención del texto constitucional -, con respeto por parte del Estado a una lucha (no ilimitada) de clases, participando en la generación de normas legales para permitir una eficacia social y reequilibradora del conflicto social, fue quebrando progresivamente en Weimar, mediante una cada vez mayor intervención estatal en la regulación del conflicto social, una intervención sesgada y contraria al conflicto (e incluso a la tensión) social por parte de una judicatura conservadora e imbuida de una ideología de comunidad social estática y con intereses no contradictorios (las organizaciones de trabajadores y empresarios serían percibidos como una especie de órganos públicos al servicio del interés estatal) y una pérdida de autonomía sindical, acabando con la libertad de los sindicatos. El resultado final es de todos conocido. Karl Korsch fue un jurista del trabajo que evolucionó desde el fabianismo de su etapa formativa en Inglaterra hasta el comunismo ortodoxo y su ulterior expulsión del Partido por "ultraizquierdista", tras haber pasado también por la socialdemocracia, la mayoritaria y la escindida del USPD. Su biografía es una odisea en parte extraña, pero también sintomática de la izquierda de la época. Aunque Korsch nunca dejó de ser un outsider comprometido con el destino de la clase obrera desde una radical independencia personal, solo sujeta a su personal conciencia intelectual y política. A su tránsito por el arco ideológico de entreguerras une su condición de académico de Derecho del Trabajo, en cuya condición produjo una obra, bien conocida en castellano, de enorme fuerza e interés jurídico. En Korsch el marxismo no es mera influencia sino característica esencial de su obra (no en vano su Karl Marx sigue siendo un texto de referencia). El compromiso de Korsch con la democratización de las relaciones laborales y con la socialización fue inequívoco y radical a lo largo de su vida y obra. Su exposición y defensa de la constitución del trabajo es de notable capacidad analítica y fuerza expresiva. Su concepción del Derecho del Trabajo es la de un orden jurídico radicalmente opuesto al liberal burgués, en la misma y revolucionaria medida en que éste se opuso al ancien régime. Su naturaleza es, por ende, esencialmente conflictiva y revolucionaria. En consecuencia con tal concepción tal medida apoyó al movimiento consejista de 1918-19, participando activamente en el mismo (fue, al igual que Neumann, miembro de un consejo de obreros y soldados), y consideró - fundamentándolo en su obra - que la transposición legal de la institución de los consejos mediante en 1920 fue un fiasco contrario tanto al texto constitucional como a un movimiento revolucionario que estimaba de derecho irrenunciable. Su oposición al reformismo socialdemócrata - a su entender contradictorio con los principios socialistas y tendente a la corporativización de la clase obrera, y a la represión estatal - se manifestó en duros términos, muy críticos con Sinzheimer y con su escuela, a pesar de ser notoria la influencia de la obra de aquel en los fundamentos de su propia concepción de la constitución del trabajo, compartiendo una crítica común al sistema capitalista del relaciones de trabajo, pero no una alternativa común al mismo, o al menos no a corto plazo. Por ello también se enfrentó al sindicalismo socialdemócrata de la ADGB, apoyando al sindicalismo revolucionario de clase. Al margen de las diferencias entre unos y otros, todos los juristas estudiados mantuvieron una lucha conceptual contra el totalitarismo y a favor de la profundización democrática a lo largo de sus vidas y obras. 4. Constitución económica y constitución del trabajo Las nociones de constitución económica y constitución del trabajo son claves esenciales de la concepción jurídica de los juristas del trabajo de la izquierda demócrata weimariana, efecto de una creatividad basada en la fertilidad del método sociológico y marxista que critica los límites del liberalismo. Se hallan en el común nacimiento de un nuevo ámbito jurídico que supone la intersección entre la construcción democrática y el ámbito privado de las relaciones laborales, y se manifestarán singular y constitucionalmente en el artículo 165 de la carta magna de la República, por el que los trabajadores junto con sus organizaciones fueron llamados a regular en igualdad y de forma conjunta con los empresarios sus salarios y condiciones laborales, así como a cooperar conjuntamente en el desarrollo económico de las fuerzas productivas, con la finalidad del bien común. En las concepciones de constitución económica y del trabajo - conceptos asimilables - se manifiesta un característico alejamiento del formalismo jurídico contrario a una dogmática liberal opuesta con desdén a todo sociologismo. Se introduce - con efectos regulatorios e interpretativos - un elemento central en la contemplación del sistema normativo, a saber, la consideración de la asimetría de poder - basada en última instancia en la propiedad privada de los medios de producción - entre empleador y empleado, asimetría que se expresaría en una relación material de sometimiento y explotación, verdaderamente desigual a pesar de la máscara contractual, de la apariencia de suscripción de un acuerdo entre seres en abstracto y formalmente - conforme al derecho civil liberal - iguales y libres. Los iuslaboralistas demócratas weimarianos pretenden desenmascarar, subvertir, reequilibrar y democratizar con herramientas jurídicas una relación cuya inclusión en la forma del libre contrato de trabajo consideraban falsaria, abusiva y contraria a la dignidad humana. Frente a la constitución política, reino de la igualdad, se contrapondría la realidad de las relaciones laborales propias del derecho liberal, espacio de sumisión y desigualdad a pesar de una terminología engañosa. La constitución económica / constitución del trabajo habrían de reformar, compensar y liberar ese esencial espacio de la vida humana, repolitizando y democratizando el ámbito económico privado de producción, cómo ya lo había sido el Estado. Política y economía se han de recomponer en términos de poder. Los trabajadores dejan de ser objetos económicos - recursos humanos - y devienen sujetos corresponsables de la economía, ciudadanos y ya no súbditos; el derecho derivado de la propiedad privada abandona su condición de señor de la casa. La constitución del trabajo es el derecho que regula la comunidad entre capital y trabajo, con la tarea de asegurar la creación de una voluntad unitaria en su seno con la participación paritaria de las partes en conflicto. Este elemento conceptual esencial de la concepción democrática (no autoritaria, ni corporativa) del Derecho del Trabajo en la época estudiada es común a todo el ámbito de la izquierda de matriz socialista - desde Sinzheimer hasta Korsch - que, si bien mantuvo notorias diferencias respecto de sus propuestas alternativas al orden pre-weimariano regulador de las relaciones de producción - por lo menos (y aunque no exclusivamente) en cuanto a su implementación temporal -, sostuvo una crítica común y rotunda al concepto liberal de (falso) libre contrato de trabajo. 5. Socialización La reivindicación fundamental del pensamiento de matriz socialista en la época de la República de Weimar fue la transformación en jurídico-público del orden jurídico privado del trabajo y de la propiedad. La exigencia de socialización - contenida en la constitución weimariana, e incumplida en la práctica - fue su más claro componente de ruptura anti-liberal (aunque no soviética/estatalista) y ánimo colectivista, tras la profunda crisis de legitimidad de los valores económicos (capitalismo), jurídico-políticos (liberalismo) y socio-culturales (burgueses) hasta entonces imperantes. El nuevo basamento institucional había de ser plenamente democrático, colectivo, incluyendo el sistema económico- social en el que se integran las empresas. La socialización como proyecto era inescindible de su propia denominación. Conforme a esta posición - común a socialdemócratas y comunistas -, sólo considerando el orden del trabajo y de la economía como un interés público podría limitarse la arbitrariedad patronal, lo que cabría alcanzar mediante la intervención coactiva del Estado y por efecto de la acción colectiva. Las diferencias entre las izquierdas se manifestaron más entre los procesos - reforma o ruptura - que respecto de su fin colectivista último, si bien el proceso reformista respetuoso con la democracia liberal podía, por su propia naturaleza, condicionar el fin socializador pretendido. La propia constitución económica preveía - en su artículo 165 - un tránsito hacia la socialización de los medios privados de producción que muy pronto, tras los pobres resultados de la Comisión de Socialización (en la que participó Karl Korsch) y los diversos avatares sociopolíticos y económicos de la República, resultó abandonado. Ninguna industria ni empresa se socializó en Weimar. Los socialdemócratas - nunca Korsch - abandonaron su inicial énfasis en la necesidad socializadora hasta finales de los años veinte, cuando fue recuperado en el Congreso de Hamburgo de la ADGB de 1928, generando un proyecto de democracia económica hoy considerado como uno de los antecedentes más importantes del actual sistema de cogestión. En él participó Sinzheimer, cuya obra toda está enhebrada con un reflexión sobre la necesidad socializadora como efecto del nuevo Derecho del Trabajo, que exige un nuevo sentido económico. Karl Korsch, por su parte, sostuvo y expuso con gran énfasis la inmediata necesidad socializadora (que no estatalizadora) de los medios de producción a lo largo de su obra (sobre todo en los años 20), en sus dos fases de planificación y distribución de la producción, y de implantación de una democracia industrial garante de la ciudadanía obrera. La relación entre socialización y democracia económica es de gran problematicidad y ocupó a los iuslaboralistas demócratas estudiados, críticos con una propiedad privada de los medios de producción en la medida en que pudiera ser incompatible con la democratización de la empresa, con la constitución del trabajo. Parafraseando a Romagnoli, el Derecho Social - en la concepción de los juristas demócratas del trabajo - y la economía fueron dos hermanastras mal avenidas en la República alemana de entreguerras. 6. Consejismo El ideal socializador común a socialdemócratas y comunistas se pretendió materializar en la República de Weimar mediante la institución consejista regulada por el artículo 165 de la Constitución y, más adelante, por la Ley de Consejos de 1920. La positivización normativa de la representación de los trabajadores en los lugares de producción con ánimo de codeterminación (democratización) del poder en aquellos - tercera fase de superación del autoritarismo unilateral del propietario de los medios de producción, tras la intervención estatal y la negociación colectiva entre sindicatos y empresarios - careció del aliento revolucionario del movimiento consejista de finales de 1918 e inicios de 1919, y ni siquiera sus limitadas posibilidades formales de eficaz acción social en el ámbito empresarial pudieron materializarse ante una interpretación del alto tribunal laboral del Reich que le impuso a los consejos la necesidad de colaborar con el interés empresarial (visión organicista o fiduciaria), que en la práctica supuso la coincidencia sistemática de tal interés como el del empresario, colaboración que fue ajena a proyecto socializador alguno. Las diferencias respecto de la positivización del impulso consejista entre socialdemócratas y comunistas fueron notorias. La socialdemocracia se opuso a un posible dictadura consejista, mientras que el comunismo alemán de la época apoyó una alternativa consejista al parlamentarismo tradicional del liberalismo político. En el caso de Karl Korsch, su defensa del consejismo radical generó su expulsión de un partido comunista por desviacionismo ultraizquierdista. En todo caso, la crítica a la limitadora interpretación el RAG fue común a los juristas demócratas de uno y otro signo. Aunque en la práctica la experiencia concreta del consejismo weimariano fue ciertamente insuficiente respecto de las ambiciones del nuevo Derecho del Trabajo (aunque solo nos refiriéramos al positivizado), es indudable que sentó las bases de un mecanismo de participación vigente aún hasta hoy en una importante cantidad de sistemas productivos y de relaciones laborales. Al estudioso contemporáneo le sorprende el alto grado de similitud entre la regulación alemana de 1920 y nuestras actuales leyes reguladoras de la representación de los trabajadores en la empresa. 7. Relevancia del Derecho del Trabajo weimariano hoy Sin duda sigue siendo un extraordinario laboratorio seminal tanto teórico como de experimentación institucional en circunstancias difíciles, una novedosa (y difícil, fallida y exitosa en diversas medidas) concreción de nacientes instituciones en un vanguardista modelo (pobremente concretado) de constitucionalismo social y, en todo caso, la obra de juristas de una extraordinaria competencia (herederos de una importante tradición jurídica) y creatividad, de "incomparables maestros artesanos", en la feliz expresión de Umberto Romagnoli. Sigue siendo de interés teórico aún su crítica de la concepción del contrato libre de trabajo y, en general, de una concepción estrictamente liberal - basada en una consideración de la suficiencia de la igualdad formal entre personas físicas o jurídicas - de las relaciones laborales. El concepto de constitución del trabajo en Weimar es aún objeto de consideración por la academia, contraponiéndose a una influyente tendencia en los actuales trabajos académicos sobre el Derecho del Trabajo, más enfocados al mercado de trabajo como objeto principal de su estudio y que contribuyen a generar una aceptación de la lógica del mercado como principio organizador de este ámbito jurídico, en el que el mundo es asimilado a un mercado global y los Estados a actores unitarios de un mercado en el que buscan la maximización de la riqueza económica y de su competitividad, dejando poco margen a la argumentación a favor de los derechos sociales y laborales como bienes en sí mismos, vinculados a la igualdad, democracia y estabilidad en la vida de los trabajadores. En ese mismo sentido, se ha recordado que el proceso histórico inaugurado por el constitucionalismo social de la constitución weimariana ha inspirado y siguen inspirando diversos procesos de constitucionalización o re-constitucionalización a lo largo del s. XX, contribuyendo a la construcción del Derecho delTtrabajo como rama autónoma dotada de doctrina e instituciones propias, que interviniendo en el dominio contractual, desmercantiliza en mayor o menor grado las condiciones de compra y venta de la fuerza de trabajo. El debate se halla lejos de haber concluido y, en su esencia, incluye una discrepancia sobre los ámbitos de politización y, en entornos democráticos, de democratización; en concreto, de la politización y democratización del ámbito privado de producción, de la empresa privada (o pública, en la medida en que actúe como empleador privado). La idea de ciudadanía más allá de los muros de ladrillo de la fábrica, o de cristal de la oficina contemporánea sigue formando parte de un debate inacabado. En la práctica, elementos hoy relativamente corrientes en el iuslaboralismo democrático europeo son producto del laboratorio weimariano, habiendo sido transformados en instituciones positivas de diversas legislaciones, como la codeterminación en Alemania, los efectos normativos del convenio colectivo en países como España, la institución de los comités de empresa comités de empresa, o la existencia de jurisdicciones y procesos específicamente sociales. La bibliografía de este trabajo doctoral se basa fundamentalmente en diversos textos de la época (legales y doctrinales, incluyendo copiosa obra de los autores estudiados) y en posteriores estudios de diversa índole.
Introducción
Con frecuencia se ven en la Ciudad de Buenos Aires adultos mayores de 60 años que se desenvuelven solos en diferentes actividades diarias que van desde pasear su perro, caminar y cruzar las calles, hasta realizar las compras de alimentos. Desde la observación cotidiana, se percibe que un alto índice de la población es de edad avanzada y tienen sus propias necesidades, por lo cual se selecciona este grupo poblacional como consumidor de estudio en esta investigación. Con relación a esto la especialista en longevidad Norma Tamer en "La perspectiva de la longevidad" expone:
La revolución de la longevidad, herencia de finales del siglo XX, sumada al rápido crecimiento de la población en la primera mitad del siglo XXI, nos muestran el horizonte de la transformación demográfica mundial, un mundo que envejece con profundas consecuencias para cada uno de los aspectos de la vida individual y comunitaria, nacional e internacional, con repercusiones que se proyectan, a su vez, a todas las dimensiones de la existencia humana, social, económica, política, cultural, psicológica y espiritual (2008, p. 92)1
Asimismo, ante la situación de salud en esta población, los Doctores Marcia Ávila, Edgar Vázquez y Mónica Gutiérrez plantean en "Deterioro cognitivo en el adulto mayor" que:
Con el incremento de la esperanza de vida, han aumentado la incidencia y prevalencia de enfermedades que aparecen en edades avanzadas, lo que unido a la revolución demográfica del mundo occidental, con un crecimiento explosivo de la población mayor de 65 años, hace que las dimensiones del problema se tornen "epidémicas" en la primera mitad del siglo XXI. Resulta de gran interés investigar aquellas enfermedades que causan incapacidad física y se asocian con el deterioro intelectual, pues afectan directamente la calidad de vida del paciente (2007, p. 2)2 .
De igual forma, entre los problemas de salud en edades avanzadas se encuentra la disminución o perdida de la capacidad visual que se afecta por diferentes síntomas como la edad o enfermedades. Este factor se destaca ya que puede influir en la legibilidad de la comunicación gráfica, en este caso por medio de las etiquetas.
Entretanto, saber comunicar un mensaje específico es de gran importancia para no fallar en la transmisión de la información y que le llegue al consumidor de manera acertada. Siguiendo esta línea, por medio del diseño gráfico se comunican mensajes desde las diferentes piezas gráficas como las etiquetas o envases-etiquetas que tienen un doble objetivo, por un lado el de informar al consumidor sobre el producto y por el otro el de vender por si mismos el producto, por lo cual en la elaboración del diseño gráfico se analizan diferentes aspectos como la distribución de los textos, el tipo y tamaño de letra, tamaño de logotipo, colores, imágenes que pueden ser ilustraciones y/o fotografías, listado de ingredientes, entre otros datos según el producto, además si las piezas gráficas se componen de textos e imágenes logran llamar más la atención y quedan en la mente de los consumidores que recordarán más fácil el producto a diferencia de las que se componen sólo de texto. En conclusión, la pieza gráfica debe ser funcional y cumplir el propósito de comunicar el mensaje claro y específico, además de verse estéticamente agradable. Cada una de las diferentes piezas gráficas es un medio de comunicación. En relación con esto La Casa Editorial El Tiempo describe en El libro de la convivencia que:
El inmenso poder e influencia que poseen los medios de comunicación en las sociedades actuales obliga a quienes hacen uso de ellos en calidad de emisores o receptores obrar con un gran sentido de la honradez, la responsabilidad y el análisis crítico, ya que todo cuanto se transmite a través de ellos causa un profundo impacto en la comunidad (2006, p. 97).
De igual forma, al tener clara la situación visual de los adultos mayores y entender la comunicación a través del diseño gráfico, en esta investigación se analiza la importancia de la comunicación a través de las etiquetas de los envases de los productos lácteos expuestos en góndolas en grandes supermercados, en tanto que este segmento poblacional tiene el derecho de visualizar y entender claramente la información de los productos. Por lo cual, las etiquetas son de gran importancia porque cumplen diferentes funciones como identificar, clasificar y seleccionar el producto que contiene un envase, además en ellas se encuentran los datos del producto que se le proporcionan al consumidor para que sea de su conocimiento, tales como: contenido, cantidad, tabla nutricional, instrucciones de uso y almacenamiento, contraindicaciones, fecha de vencimiento, entre otras características que se tienen en cuenta, según sea el caso, por salud, para conservar en buen estado el producto y/o para utilizarlo de la manera adecuada, de igual forma las instrucciones son más claras cuando se acompañan de gráficos y facilitan el uso del producto, además de estas funciones, la etiqueta con un buen diseño que muestra la calidad del producto y los beneficios que ofrece le vende al consumidor. En relación con este tema el Ingeniero José Antonio Rodríguez en el Manual de ingeniería y diseño de envase y embalaje señala:
Indudablemente uno de los factores que hace más atractivo un envase es el diseño gráfico y los colores de los elementos impresos en el mismo. Incluso la impresión lograda en un empaque deja en segundo término al diseño mismo del empaque. Lo anterior es común apreciarlo cuando vemos un envase de tipo genérico, éste puede ser realzado y diferenciado por el uso de una etiqueta que lo hará diferente dependiendo de la calidad del papel, del diseño gráfico y por supuesto de la impresión lograda. No es raro provocar la primera compra de un producto por la motivación del atractivo generado a través de la etiqueta, esta no sólo informa al consumidor, sino que también lo atrae, algo que sin duda es una gran ventaja, considerando la gran cantidad de productos que existen en un supermercado, y el que nuestro producto compite desde un pequeño espacio contra la lealtad que el consumidor tiene a su marca preferida y ante la inusual actitud del consumidor a comprar productos desconocidos (2007, p. 11:1).
En cuanto al mercado en general y al tener en cuenta que las etiquetas son el primer estímulo que tiene un consumidor dentro del supermercado al observar un producto, para esta investigación por medio de la herramienta de recolección de datos como es la observación, se seleccionan los productos lácteos que más llevan los adultos mayores en las marcas líderes de Argentina, La Serenísima y SanCor en su actividad de compra en un supermercado de la ciudad dentro de una destacada localidad con el fin de analizar las etiquetas de esos productos como caso de estudio.
El problema se plantea en la aplicación de los elementos gráficos dentro de un espacio reducido y en muchas ocasiones con saturación de información. Los profesionales encargados de elaborar las piezas gráficas de comunicación visual, en este caso las etiquetas de los productos lácteos, analizan cuál es la disposición más acertada de los diferentes elementos en la composición gráfica, además de tener presente las normas legales de información que se asignan por ley en las etiquetas (ver capítulo dos), esto implica dejar un espacio menor en la pieza gráfica de comunicación para la información general del producto. Como consecuencia se trabaja con un tamaño de letra reducida para tener en la etiqueta todo lo requerido a nivel legal y de información propia del producto, esto puede generar en algunos casos piezas contaminadas visualmente por la cantidad de información e imágenes, que afectan al segmento poblacional de los adultos mayores que en general ya no cuentan con una buena visión por su avanzada edad.
Por lo tanto ¿El diseño gráfico y los elementos tipografía, color e imagen dificultan o facilitan la legibilidad y la comunicación visual entre los adultos mayores y las etiquetas de los envases de los productos lácteos expuesto en góndolas en grandes supermercados? A causa de la aplicación de estos elementos en el espacio reducido de las etiquetas, por su tamaño o disposición y sin olvidar que este sector poblacional se encuentra con dificultades de salud visual.
Se analiza en esta investigación la oportunidad de comunicación visual que generan el diseño gráfico y la aplicación de los elementos tipografía, color e imagen en este segmento creciente de consumidores, a través de las etiquetas de los envases de los productos lácteos, ya que su capacidad visual se ve reducida por la edad o por posibles enfermedades que le dificultan o limitan el sistema de visión para adquirir por si solos la información de los productos y su reconocimiento. Por lo tanto, en primera instancia se estudia a la población de los adultos mayores en diferentes aspectos y se puntualiza en los adultos mayores en Buenos Aires. Se investiga sobre la comunicación y el diseño gráfico como medio para transmitir información, además de las etiquetas de los envases de los productos de consumo cotidiano y desde los tres elementos gráficos nombrados anteriormente. Se analizan y relacionan aspectos tanto positivos como negativos de la aplicación de los tres elementos del diseño gráfico a trabajar, el uso del medio de comunicación como es la etiqueta y su utilidad para el consumidor. Además es de interés para esta investigación conocer la percepción de la comunicación gráfica de los adultos mayores y percibir si se cumple la funcionalidad de entregar desde las etiquetas como caso de estudio la información legible, clara y acertada a las necesidades de este grupo de consumidores y que no creen falsas expectativas de los productos. Finalmente se analizan en esta investigación las etiquetas de seis productos lácteos en dos marcas líderes en Argentina.
Objetivo general
El objetivo general propone investigar qué lugar cumple el diseño gráfico y la disposición de los elementos tipografía, color e imagen en las etiquetas de los envases de los productos lácteos, expuestos en góndolas en grandes supermercados, en relación con la legibilidad y la comunicación con el público mayor en Buenos Aires.
Objetivos específicos
Los objetivos específicos intentaran indagar sobre los adultos mayores, sus características y dificultades visuales; reflexionar sobre la realidad social de los adultos mayores frente a la oportunidad de comunicación que genera el diseño gráfico en esta población creciente de consumidores, en este caso, a través de la etiqueta del envase de un producto lácteo; y analizar en las etiquetas de los envases de los productos lácteos expuestos en góndolas en grandes supermercados los elementos gráficos tipografía, color e imagen como parte de la transmisión de un mensaje.
Hipótesis
La hipótesis plantea que la disposición de los elementos tipografía, color e imagen en el diseño gráfico de las etiquetas de los envases de los productos lácteos expuestos en góndolas en grandes supermercados afectan la legibilidad y la comunicación con el segmento poblacional mayor de 60 años. (Buenos Aires, 2013 - 2015).
Estado de la cuestión
Los Doctores Marcia Ávila, Edgar Vázquez y Mónica Gutiérrez describen en "Deterioro cognitivo en el adulto mayor", que en los últimos años se ha hecho más importante el estudio de los procesos de cambio demográfico y epidemiológico. Una de las razones es el envejecimiento poblacional que se extiende y aumenta su velocidad en diferentes territorios del mundo. Además, los servicios sociales y de salud cambian frente a una variación que surge en relación con la cantidad de personas que en un mismo lugar se enferman, como también en la medida de personas fallecidas con respecto al total de la población (2007, p. 1-2)3 .
Además, los Doctores Ávila, et.al., exponen que4 :
En América Latina y el Caribe la transición demográfica, de comienzo reciente, se caracteriza por su rapidez siendo un proceso generalizado, todos los países de la región marchan hacia sociedades más envejecidas. En 1950 sólo el 5.4% de la población tenía 60 años o más, en el 2002 se estimó un 8%, mientras que para el 2025 se estima un 12.8% de la población en este grupo y para el 2050 el 22%, mientras la población en general crece en un 1.5%, la población mayor de 60 crece en un 3.5%. El 75% de las personas que nacen hoy en América Latina y el Caribe serán adultos mayores y un 40% sobrepasarán sus 80 años. De manera que en un siglo el porcentaje de adultos mayores se cuadruplicará, (2007, p. 2).
De acuerdo a la Psicóloga Mariela Mociulsky en Los nuevos viejos: la revolución de la tercera edad, comenta que las personas, con el transcurrir de los años, son impactadas en su estructura de vida por los cambios que surgen a través del tiempo. Entre los primordiales se ubica la extensión de la expectativa de vida. Se citan otros cambios, tales como la actitud y las necesidades de vida, que sugieren renovar constantemente las estrategias dirigidas a los nuevos perfiles de consumo, los cuales se analizan para lograr frente a ese nuevo segmento el propósito del mercado, (2010)5 .
Por su parte las Psicólogas Berta Gutiérrez, Carolina Reyes, Nieves Schade, Claudia Sepúlveda y Marcela Uribe señalan en Comparación entre adultos mayores y adultos: emoción, nivel socio-cultural, percepción de la capacidad de la memoria y ejecución en tareas de memoria, que el aumento de la población de los adultos mayores con el paso de los años se muestra como un reto para los profesionales que se interesan por el bienestar de este grupo de consumidores para que vivan de la mejor manera esta etapa y su desarrollo (2003, p. 98).
Asimismo, uno de los problemas a los que se refieren las anteriores psicólogas tiene que ver con una función, la cual cuenta con diferentes estudios.
La memoria es uno de los temas preocupantes de la vejez, especialmente su posible pérdida. Los adultos mayores mencionan que se le olvidan las cosas más que antes, los nombres de las personas, el lugar donde dejan las cosas e incluso si han apagado la llave del gas, etc. Esto es vivido como la sensación de un proceso de deterioro, el anuncio de una patología y por ende un problema de autonomía (Schade, 2002), (2003, p. 98)6 .
Según, el investigador José Tomás Romero en Discriminación y adultos mayores: un problema mayor indica que la población de los adultos mayores desde la cultura, la sociedad y la economía son excluidos por considerarse un grupo de personas que se caracteriza por ser las más enfermas, ineficientes e improductivas. Además de la creación de estereotipos sociales que no se presentan en igualdad de condiciones para todos. Esto permite que se devalúe a un segmento de la población y que se aumente la desvalorización. Por lo tanto, una de las etapas del ciclo de vida del ser humano como es envejecer, se convierte en amenaza y degradación, por esto las personas no la aceptan completamente (2005, p. 58)7 .
En este sentido se puede pensar que los adultos mayores dentro de la estructura de la sociedad hace varios años atrás no tenían su propio lugar, por consiguiente no eran tenidos muy en cuenta, pero el paso del tiempo y los cambios que surgen generan que este segmento creciente de la población tenga cada vez mayor importancia junto a sus propias necesidades, para llevar una mejor calidad de vida, creándose nuevos productos y servicios pensados específicamente en este grupo de personas o para facilitarles la información y uso de los productos y servicios.
Finalmente, vale la pena destacar que por su parte, Tamer enuncia que a nivel internacional se dieron dos eventos que tuvieron amplia repercusión en el discurso declaratorio de un modelo de envejecimiento con calidad de vida, sin dependencia física, psíquica y social, sino identificándolo con autonomía personal y esperanza de vida sin discapacidad.
El primero de ellos, el Año internacional de las personas mayores (1999) instaló el concepto de una sociedad para todas las edades e implicó cuatro dimensiones: el desarrollo individual durante toda la vida, las relaciones multigeneracionales, la relación mutua entre el envejecimiento de la población y el desarrollo y la situación de las personas de edad. Ese acontecimiento atravesó el espacio geográfico de las naciones y contribuyó a promover la conciencia de la situación, como también la necesidad de impulsar la investigación multidisciplinaria y la acción consecuente en materia de políticas gerontológicas en todo el mundo.
El otro evento, el Plan de acción internacional sobre el envejecimiento (Madrid, 2002) por su parte, planteó como objetivo "garantizar que en todas partes la población pueda envejecer con seguridad y dignidad y que las personas de edad puedan continuar participando, en sus respectivas sociedades, como ciudadanos con plenos derechos". En este caso, el plan de acción de la asamblea mundial vino a sustentar la necesidad de que tal envejecimiento con calidad de vida sea una opción no sólo para los países desarrollados, quienes parcialmente lo están logrando, sino también extensiva a los países en vías de desarrollo, en donde parece prácticamente inalcanzable.
Ante ello, el interés por el estudio de la vejez desde una visión interdisciplinaria se expande y tiende a avanzar presuroso en el conocimiento de los mecanismos de un envejecimiento activo (2008, p. 92-93)8 .
Se pone por caso para esta investigación el estudio de los adultos mayores por ser una población en constante crecimiento y con una historia que va desde lo social hasta lo polí- tico. Es de interés este consumidor que genera cambios en las diferentes estructuras social, económica y política, cambios que no son ajenos a su condición de vida y por lo cual los profesionales en diferentes áreas, como en este caso los diseñadores gráficos y de comunicación visual, analizan y renuevan las estrategias para que este segmento poblacional con necesidades específicas no tengan mayores dificultades en esta etapa de la vida para adquirir un producto y utilizarlo aún si presenta dificultades en la salud. Esto los coloca en igualdad de condiciones a otros consumidores y les brinda una calidad de vida al poder ser autónomos en sus actividades diarias como la compra de alimentos.
Por otro lado, autores como Wong, Arroyo, Ambrose, Harris y Swann indagaron sobre temas como el diseño gráfico y los procesos a seguir para un desarrollo acertado en los procesos, otros temas que reflexionan son el diseño creativo y el mensaje visual.
En esta línea, el multifacético Wucius Wong en Fundamentos del diseño comenta sobre el diseño que va más allá de embellecer la apariencia de "algo" como piensan algunos, también tiene el propósito de cumplir una función específica dentro de un proceso de creación visual y con exigencias prácticas. Por lo cual el consumidor al observar una pieza gráfica recibe un mensaje determinado.
Igualmente, Wong resume que "un buen diseño es la mejor expresión visual de la esencia de "algo", ya sea esto un mensaje o un producto. (…) Su creación no debe ser sólo estética sino también funcional" (2012, p. 41).
Por su parte, el investigador Roberto Gamonal Arroyo indica en Reseña de diseño gráfico y comunicación de Daniel Tena Parera (especialista en artes gráficas), que el especialista propone por un lado un método que es creativo y por otro un análisis instrumental del Diseño Gráfico. En el método creativo el especialista sugiere sobre el diseñador gráfico y el proceso que a su criterio propone siga cada profesional en el desarrollo de cada proyecto al que se enfrenta. El proceso está compuesto por tres etapas que son fundamentación, conceptualización y aplicación (2005, p. 266).
Igualmente en el análisis instrumental de los mensajes gráficos, Tena hace un aporte que define una manera adecuada de presentar los productos ante el consumidor.
Para ello toma como referencia el concepto de "estado estético" utilizado por Max Bense y que reconvierte en una formulación gráfica que proporciona al lector percepciones visuales que le provocan una actitud de preferencia frente al producto gráfico. Esta investigación la desarrolló en su tesis La influencia de la composición gráfica en la elección de un bloque de texto escrito (Gamonal, 2005, p. 266)9 .
Según, el Diseñador gráfico Gavin Ambrose y el editor Paul Harris en Fundamentos del diseño creativo reflexionan que hace tiempo el diseño creativo se encontraba a su parecer en una categoría de "edad de oro", aun cuando no se contaba con muchas practicidad, ni medios. Señalan también estos autores que cada vez crecen más las fronteras del mundo de la imagen gracias a dos factores: por un lado el desarrollo tecnológico y por el otro lado por la población que se extiende en el mundo de las imágenes. Asimismo indican sobre el diseño creativo que es la composición de diferentes elementos gráficos que buscan dentro de un conjunto cumplir con su funcionalidad de ser efectivos por su relación y adecuación para aportar al producto en su finalidad (2006, p. 6-7).
A su vez, el Diseñador gráfico Alan Swann en Diseño y marketing plantea que el mensaje visual que cumple la funcionalidad de transmitir un mensaje es uno de los principales objetivos al desarrollar un trabajo de diseño gráfico. Este mensaje para ser efectivo debe crearse aplicando los elementos gráficos y las combinaciones adecuadas dentro del formato correcto (1991, p. 6) y en Bases del diseño gráfico expone que el diseñador gráfico tiene por función resolver de manera novedosa y acertada los problemas de comunicación concernientes según el caso a los productos, conceptos, imágenes y organizaciones. El autor además destaca que el diseño hace parte cada vez más relevante en la sociedad aportando al desarrollo cultural y artístico (1990, p. 6).
Por lo que se refiere en esta investigación se estudia el área del diseño desde el ámbito gráfico y a partir de los elementos que hacen parte de la composición de un proyecto gráfico que tiene como finalidad la transmisión de un mensaje específico y así analizar desde una pieza gráfica como es la etiqueta si se cumple con el objetivo de esta disciplina adecuadamente y dirigida al consumidor de manera funcional y acorde a sus necesidades, sin olvidar que además de crear una pieza gráfica atractiva, transmita el mensaje visual de manera acertada al consumidor en este caso a los adultos mayores.
En cuanto a la comunicación los investigadores Christian Baylon y Xavier Mignot en La comunicación reflexionan que el término conlleva una multitud de significados por los diversos empleos que se le da en un contexto, por ejemplo al decir "el sistema de comunicaciones telefónicas es caro", se refiere a la transmisión de una señal o "entre las dos habitaciones existía una comunicación", es decir por el corredor o quizá una puerta. Sin embargo, estos investigadores puntualizan al comentar que comunicar se entiende como "la interrelación de las mentes humanas o, si se prefiere, de los cerebros humanos". Igualmente expresan que la comunicación es la transmisión de una imagen por medio de los diferentes medios de comunicación, sin embargo no niegan que la comunicación es el intercambio de información entre las personas y que el lenguaje es el medio de comunicación por excelencia (1996, p. 13-15).
Por su parte el Diseñador Jorge Frascara en El diseño de comunicación plantea que a través de la percepción que compromete la acción de búsqueda y construcción de significado se comienza la comunicación y a raíz de los estímulos visuales estructurados como proceso de interpretación. Asimismo comenta que se entiende la fortaleza de un mensaje visual por la fuerza que le da el canal aun cuando su contenido carezca de interés ya que las personas son principalmente visuales (2006, p. 69-70).
Igualmente, Frascara describe que:
Percibir implica buscar, seleccionar, relacionar, organizar, establecer conexiones, recordar, reconocer, identificar, jerarquizar, evaluar, descartar, aprender e interpretar. Cuanto más sean considerados los estilos cognitivos del público para la organización de los estímulos, tanto más fácil será la interpretación del mensaje. De aquí la importancia de la pertinencia y la organización de los componentes visuales usados en un mensaje gráfico, y de su adaptación al estilo perceptual y cognitivo del público buscado (2006, p. 71).
Asimismo sobre el estímulo, Frascara indica que en el visual la imagen efectúa uno tan poderoso que logra sobresalir del contexto en el que se ubique (2006, p. 67).
Siguiendo esta línea los investigadores Baylon y Mignot puntualizan en la comunicación por la imagen y comentan que por medio de la imagen la comunicación es más eficaz ya que se multiplica y logra llegar a más destinatarios. Igualmente los avances que se generan en los medios de comunicación han provocado con mayor fuerza la utilización de mensajes con las imágenes. En este contexto y "en un artículo sobre la retórica de la imagen, Roland Barthes señala la importancia de los mensajes propiamente lingüísticos que a menudo la completan", por ejemplo en una señal donde además de mostrar el gráfico de prohibido está la palabra escrita. Además Baylon y Mignot señalan que un grupo de semiólogos se especializan en el estudio de la imagen como objeto de codificación que ayuda a la comprensión de un contexto (1996, p. 169-170)10.
En este sentido y al unir los términos anteriores se puede decir que la comunicación grá- fica es un medio visual por el cual se transmite un mensaje específico a un público determinado e implica imágenes como parte de la solución a proyectos de comunicación visual. Dicho mensaje específico es claro, estético y funcional si se aplican y combinan acertadamente en el proceso los diferentes elementos gráficos visuales como las formas, el color, la tipografía, las texturas y las imágenes.
Por consiguiente es relevante analizar en esta investigación la interrelación entre el consumidor y un producto en el supermercado al comunicar el mensaje a través de una pieza gráfica y estudiar si ese lenguaje visual compuesto de la palabra escrita en las etiquetas de productos lácteos se complementa o refuerza con la imagen como parte del medio de la comunicación gráfica e informa al consumidor sobre el producto de manera apropiada. Además la imagen permite que el mensaje visual llegue a más personas porque ayuda en la comprensión de dicho mensaje específico del producto. Asimismo el proceso en esta comunicación se desarrolla con signos que se tienen en común con el consumidor como por ejemplo el mismo idioma.
Al entender el diseño gráfico y la comunicación visual, se estudian en esta investigación tres elementos visuales de gran importancia, ya que por medio de ellos se efectúan los mensajes visuales que se transmiten por un medio de comunicación, en este caso la etiqueta. Un punto a tener presente con respecto a los diferentes elementos gráficos y la comunicación es que para que el mensaje sea efectivo, además de una buena selección de los elementos, es importante su combinación como se dijo anteriormente.
Con respecto a esto reflexiona Swann que:
Es importante que entendamos la naturaleza exacta y los mensajes visuales de los elementos contenidos en un diseño. Muchos diseños fracasan en su objetivo, no a causa de que los elementos individuales no estén bien concebidos, sino porque su uso conjunto no ha sido considerado con suficiente cuidado. (…) Tampoco es posible crear un diseño efectivo disponiendo los elementos escogidos de una única manera. Es necesario intentar varias permutaciones antes de poder tomar la decisión final (1991, p. 18)11.
El primer elemento visual que se analiza en esta investigación es la tipografía la cual existe hace varios siglos y cada día toma mayor importancia gracias a los avances tecnológicos que facilitan su aplicación en la comunicación visual.
La tipografía es el medio por el que se da una forma visual a una idea escrita. La selección de la forma visual puede afectar de forma drástica a la legibilidad de la idea escrita y a la sensación que despierte en el lector debido a los cientos, por no decir miles de familias tipográficas disponibles (Ambrose y Harris, 2006, p. 57)12.
El segundo elemento visual que se analiza en esta investigación por su importancia es el color, elemento primordial para llamar la atención e identificar un producto. Los colores hablan del propósito de transmisión del mensaje en una pieza gráfica y sensibilidad de un espectador. El contraste es uno de los factores para captar la atención.
Con respecto a este elemento el Diseñador gráfico David Dabner en Diseño gráfico, fundamentos y prácticas señala,
El color desempeña un papel importante en la toma de decisiones en diseño gráfico, ya que añade variedad, sensación y una dimensión espacial. Los colores seleccionados para un diseño no sólo provocan reacciones psicológicas y emocionales, sino que además tienen que apoyar y realzar los aspectos formales (2005, p. 9).
El tercer elemento visual que se analiza en esta investigación es La Imagen ya que es un elemento primordial en el ámbito del diseño y la comunicación, por ser una parte del mensaje visual que los consumidores pueden capturar e interpretar con más facilidad.
Dentro de la imagen se encuentran, por un lado la fotografía y por el otro la ilustración. La fotografía anteriormente no se involucraba con el diseño gráfico, esporádicamente eran contratados los fotógrafos para participar de un proceso gráfico, sin embargo con el pasar del tiempo se fue integrando la actividad fotográfica al punto que pasó a ser como los otros elementos visuales, un contenido importante en la disciplina del diseño gráfico. Aun cuando todos los elementos visuales están al mismo nivel de importancia, en algunos periodos la fotografía predominó a otros elementos como la tipografía y la ilustración. Siguiendo esta línea, la ilustración es versátil y contiene una gama muy variada de estilos atractivos y adaptables a las necesidades de cada proyecto, por ejemplo con frecuencia para publicaciones de periódicos se trabaja con ilustraciones a blanco y negro (Swann, 1991, p. 38, 44)13.
Finalmente la unión del diseño gráfico y los elementos visuales nombrados anteriormente junto a la comunicación, facilitan el análisis de una de las piezas gráficas importantes en la presentación y comunicación visual de un producto, la etiqueta.
En primer lugar, se describe la comunicación de masas donde los investigadores Baylon y Mignot señalan que especialistas en el tema mediante procesos transfieren los diferentes mensajes empleando los diversos medios de comunicación como la prensa o la televisión que además, comprenden la evolución social.
Actualmente, en el siglo XXI se desarrollan medios de comunicación modernos que permiten que la información llegue de forma inmediata, gracias a la avanzada tecnología que además incluye a todo tipo de personas al facilitarles la comunicación en igualdad de condiciones (1996, p. 180-181).
En conclusión los investigadores Baylon y Mignot indican que:
En gran parte, la investigación tradicional sobre la comunicación de masa se centra en el trayecto recorrido por un mensaje desde el agente emisor al sujeto receptor, y sobre la respuesta de este último al mensaje en tanto que estímulo. Desde este punto de vista, se sitúa en el mismo plano la campaña conducida por una agencia de publicidad, la difusión de los conocimientos por la televisión escolar y el discurso radiotelevisado de un político. Se suele descomponer al proceso de comunicación en cinco factores: ¿Quién dice qué a quién, por qué canal y con qué efecto? (1996, p. 181).
En esta misma línea una de las piezas gráficas que hace parte de la comunicación de masas es la etiqueta que los diseñadores Adrian Lebendiker y Analía Cervini en La seducción de un buen envase. Cómo sumar ventas a través de un packaging atractivo y funcional, describen como uno de los principales medios de comunicación visual por ser normalmente el primer incentivo que tiene el consumidor. Por otro lado si existe una contraetiqueta, el consumidor tiene la posibilidad de adquirir información más puntual del producto (2010)14.
En este sentido la etiqueta como medio de comunicación el investigador Steven Sonsino en Packaging. Diseño, materiales, tecnología describe que:
Las etiquetas y el etiquetado tienen una larga historia. Los boticarios romanos se cree que vendían las hierbas en pequeños tarros que llevaban el nombre de la droga y el vendedor. Los vinos se vendieron en jarras marcadas hasta que se introdujeron las botellas transparentes en el siglo XVII; entonces se colgaban etiquetas hechas con plata o marfil alrededor del cuello de las botellas (1990, p. 64).
Igualmente el investigador Sonsino comenta que en el siglo XVI es cuando los productos se comienzan a empacar en papel, pero se desconoce aspectos como quién marca el empaque por primera vez con la finalidad de identificar el producto o quién imprime por primera vez una etiqueta para ser pegada en el envase. Este avance se aceptó y creció entre las industrias detallistas.
Sin embargo la etiqueta tiempo atrás carecía de un valor promocional, el cual comenzó a tomar fuerza el siglo pasado en el momento que "los cosecheros franceses empezaron a imprimir escenas de la vendimia en sus etiquetas, que con anterioridad sólo llevaban un texto". De igual manera Guinness que es una fábrica de cerveza en Irlanda inició por ese mismo tiempo a utilizar un arpa como imagen para promover las ventas en Dublín.
Finalmente, más allá de la historia de las etiquetas y el etiquetado, se destaca que los dos en el presente siglo XXI muestran una evolución y las etiquetas son cada vez más sofisticadas, además de atractivas y económicas en su producción. También la impresión de alta calidad que se aplica cada vez con mayor frecuencia permite que los envases sean más atractivos (1990, p. 64)15.
Por lo tanto para esta investigación se selecciona esta pieza gráfica de comunicación para analizar ya que como se expresó anteriormente la etiqueta es uno de los principales medios de comunicación por ser lo primero con lo que interactúa un consumidor y se estudia si cumplen con la función de informar un mensaje específico sin mayor dificultad, además de vender el producto al consumidor, en este caso a los adultos mayores.
En este sentido, el doctor en Ciencias Económicas y Empresariales, Ildefonso Grande Esteban en Marketing estratégico para la tercera edad plantea que a consecuencia del envejecimiento de la población, las empresas han reestructurado sus actividades. Se muestran casos de diferentes marcas que han reformulado o desarrollado parte de su producción para dicho segmento como General Motor, empresa de autos que fabrica en Estados Unidos la marca Oldsmobile. Es una marca muy reconocida y aceptada por el segmento de los adultos mayores que encuentra en este auto fiabilidad, robustez y comodidad. Pero la empresa tuvo que generar una nueva campaña de lanzamiento de la imagen ya que en los últimos años se comenzó a percibir que el auto era para personas mayores disminuyendo las ventas. La campaña publicitaria logró un éxito total y aumentó nuevamente las ventas de la General con el mensaje: Una nueva generación de Olds, (1993, p. 57).
Asimismo, Silver Threads es un establecimiento donde los adultos mayores encuentran prendas sólo de colores llamativos y con precios asequibles. La razón por la cual las prendas no tienen colores oscuros, es porque los consideran depresivos para su target. Adicional a esto cuenta con un servicio de transporte especial para los adultos mayores. Stew Leonard es una red de establecimientos que también ofrece el servicio de transporte a las personas mayores (Grande, 1993, p. 58-59).
Finalmente McDonald´s, fabricante de hamburguesas que modificó sus estrategias comerciales y cambió su oferta en los últimos años, al adaptarse a los gustos y necesidades de los adultos mayores al ofrecer productos como hamburguesas de pescado o pollo, bajos en calorías. En Estados Unidos para captar el mercado de este segmento poblacional, ofrece hamburguesas sin colesterol, sin sal y papas cocidas en lugar de fritas. De igual manera efectuó ajustes en la decoración y la música de fondo, guiándose por los gustos de estos consumidores. Además cuenta con camareros que se encuentran cerca de su jubilación para atraer a aquellos que prefieren ser atendidos por personas de su edad (Grande, 1993, p. 59).
Por último, después de observar a los adultos mayores en Buenos Aires y que una gran parte de ellos se desenvuelven solos en diferentes actividades diarias como desplazarse por la ciudad, resulta de interés analizar cómo esta población creciente de consumidores se relaciona con la legibilidad y la comunicación visual de las etiquetas de los envases de los productos lácteos expuestos en góndolas en grandes supermercados.
El análisis que se realiza en esta investigación puede generar un impacto en el trabajo que se desarrolla tradicionalmente en la comunicación gráfica, al entender que el enfoque en el diseño gráfico y la comunicación visual hasta el momento no involucran mucho a este grupo de consumidores que aumenta proyectándose como un mercado potencial con sus propias necesidades. Este análisis puede llevar a las empresas de diseño, a los diseñadores y comunicadores a estudiar el proceso que se lleva en los diferentes proyectos.
Desde esta perspectiva se indica que no se encuentran muchas indagaciones sobre proyectos dirigidos a los adultos mayores en relación a los productos de primera mano o de uso cotidiano que le faciliten a este grupo de consumidores adquirir y utilizar sin mayores dificultades, por lo tanto, esta investigación abre un horizonte del conocimiento poco explorado sobre el tema y se propone como un aporte con enfoque social al incluir a los adultos mayores como consumidores con sus propias necesidades, asimismo tener presente a este segmento poblacional como mercado en auge.
Según lo anterior, es de gran importancia ampliar los conocimientos que se tienen sobre los adultos mayores y su condición de vida, además analizar la oportunidad de comunicación visual que genera el diseño gráfico y la aplicación de los elementos tipografía, color e imagen en este segmento creciente de consumidores, a través de las etiquetas de los envases de los productos lácteos expuestos en góndolas en grandes supermercados, además de tener presente su capacidad visual para adquirir por si solos la información del producto y su reconocimiento.
Orden de la investigación y justificación
La presente investigación sobre la legibilidad y la comunicación visual de las etiquetas de los envases de los productos lácteos con el público mayor en Buenos Aires se divide en tres capítulos y la metodología.
En el capítulo I se realiza la investigación sobre el grupo de consumidores mayores de 60 años, las etapas por las que pasa a nivel cronológico, físico, psicológico y social con el fin de entender las necesidades a las que se enfrenta este grupo consumidor desde diferentes aspectos que van desde la salud hasta su incorporación en la sociedad. Otro punto a investigar en este capítulo es la disciplina que se dedica al estudio de este grupo poblacional como es la gerontología para poder conocer un poco más sobre los adultos mayores y finalmente se investiga sobre los adultos mayores en Buenos Aires y las políticas públicas para conocer el crecimiento de este segmento en la población de la ciudad autónoma a través de los años y lo que está pasando con ellos desde el aspecto sociopolítico. Cada uno de los anteriores factores permiten conocer realmente a las personas con edad avanzada para entender cómo se comunican y lo que necesitan para comprender los mensajes visuales que se transmiten desde las etiquetas.
En el capítulo II se realiza la investigación sobre el diseño gráfico y la comunicación visual. Además de los elementos visuales tipografía, color e imagen con la finalidad de entender la importancia de su aplicación y combinación en una pieza gráfica para la transmisión de un mensaje específico a un público determinado. También se estudian los pasos a seguir en un proyecto gráfico para que la percepción de la comunicación visual, cumpla la funcionalidad de entregar la información legible, clara y acertada en este caso desde la etiqueta de los envases de los productos lácteos expuestos en góndolas en grandes supermercados y que no creen falsas expectativas. Otro punto de investigación en este capítulo son las etiquetas como medio de comunicación y las normas para la rotulación, para conocer y entender que papel cumple esta pieza gráfica de comunicación y como se crea desde el aspecto legal. Estos conocimientos son relevantes para lograr los objetivos de cada proyecto gráfico que se desarrolle y se apunte de manera acertada al grupo objetivo con deseos y necesidades propias.
En el capítulo III se realiza la investigación sobre el marketing y la industria láctea ya que las etiquetas como caso de estudio son de tres productos lácteos: leche, yogur y queso en dos marcas líderes en Buenos Aires: La Serenísima y SanCor. Se tiene presente además en este capítulo la demanda en el mercado de la ciudad y el marketing social. Es importante conocer cómo se comporta la comunicación visual a través de las etiquetas de los alimentos que son una base fundamental de la vida para las personas y por esta razón es necesario adquirirlos para su nutrición. En este aspecto la comunicación si no es clara puede llegar a confundir a los consumidores con las características de los productos que pueden contener ingredientes que no son adecuados para ellos.
Por último se realiza una recolección de datos por medio de dos técnicas para obtener una respuesta frente a la hipótesis planteada en esta investigación. La metodología es realizada con el fin de conocer la oportunidad de comunicación visual que se genera desde el dise- ño gráfico y la disposición de los elementos tipografía, color e imagen en las etiquetas de los envases de los productos lácteos expuestos en góndolas en grandes supermercados en relación con la legibilidad y la comunicación con el público mayor en Buenos Aires. Los métodos para la recolección de datos a trabajar son dos:
• La técnica de la observación en los adultos mayores que se encuentran en su actividad de compra en el supermercado Carrefour del barrio de Recoleta con el fin de conocer cuál es la leche, el yogur y el queso que más llevan en las marcas La Serenísima y SanCor. Las etiquetas de los envases en esos productos son seleccionadas para continuar con el siguiente método de recolección de datos.
• La técnica de la entrevista que se divide en dos partes, por un lado están las entrevistas que se realizan a diferentes profesionales de diseño gráfico y comunicación visual especializados o con experiencia en packaging quienes describen un análisis con criterio profesional desde sus conocimientos y experiencia sobre la comunicación gráfica que genera en los adultos mayores las etiquetas de los envases en los productos lácteos seleccionados como caso de estudio desde la tipografía, el color y la imagen si la tienen. Por otro lado están las entrevistas que se realizan a los consumidores mayores de 60 años en el barrio la Recoleta con el fin de conocer sus opiniones sobre qué les genera la comunicación a través de las etiquetas de los envases de los productos lácteos seleccionados, que valoran de esta pieza de comunicación visual, si comprenden la información y qué influye en su decisión de compra, entre otros.
Finalmente se realiza el procesamiento de datos y criterio de análisis para obtener los resultados de la observación y las entrevistas sobre la legibilidad y la comunicación con el segmento poblacional mayor de 60 años que se genera con la disposición de los elementos tipografía, color e imagen en el diseño gráfico de las etiquetas de los envases de los productos lácteos seleccionados.
Líneas temáticas
La presente investigación se enmarca en dos de las 7 líneas temáticas organizadas por la Facultad de Diseño y Comunicación de la Universidad de Palermo.
La línea principal es Medios y estrategias de comunicación: en esta investigación se analizan seis etiquetas como medio de comunicación visual y se tiene presente la oportunidad de comunicación que se genera desde el diseño gráfico y la disposición de los elementos color, tipografía e imagen en las etiquetas de los envases de los productos lácteos expuestos en góndolas en grandes supermercados en relación con la legibilidad y la comunicación con el público mayor en Buenos Aires.
Asimismo, una segunda línea para esta investigación es Empresas y marcas: se realiza el análisis de seis etiquetas de productos lácteos en leche, yogur y queso en dos marcas lí- deres en el mercado de Buenos Aires, La Serenísima y SanCor, además se tiene presente la demanda en esta investigación. Se analiza si la comunicación que transmiten las seis etiquetas del caso de estudio se conectan a las necesidades y expectativas de los consumidores mayores de 60 años y si ellos pueden adquirir sin mayor dificultad los productos en su actividad de compra dentro de un supermercado porque entienden de qué se trata el producto y los beneficios del mismo.
Notas
1. Disponible en http://www.redalyc.org/articulo.oa?id=26961007
2. Disponible en http://www.redalyc.org/articulo.oa?id=181517998004
3. Disponible en http://www.redalyc.org/articulo.oa?id=181517998004
4. Según cálculos de Naciones Unidas, en 1950 había alrededor de 200 millones de adultos mayores, que aumentaron en 1975 a 350 millones, mientras que para el 2000 la cifra aumentó a 600 millones (10 % de los habitantes del planeta) y para el 2025 pueden ser 1.100 millones lo que significa un aumento del 224% a contar de 1975. Se prevé que durante ese mismo período la población total mundial aumentará de 4100 millones a 8200 millones, o sea, un 102%. Por lo tanto, en el 2025 las personas de edad avanzada constituirán el 15% de la población mundial y para el 2050 el 20%, que se estima en alrededor de 2.000 millones de ancianos. El envejecimiento demográfico es el gran desafío del tercer milenio, (p. 2).
5. Disponible en http://www.mercado.com.ar/notas/informes/367042/los-nuevos-viejos
6. Disponible en http://www.redalyc.org/articulo.oa?id=26400106
7. Disponible en http://www.redalyc.org/articulo.oa?id=32513408
8. La perspectiva de la longevidad: un tema para re-pensar y actuar. Revista Argentina de Sociología. Disponible en http://www.redalyc.org/articulo.oa?id=26961007
9. Disponible en http://www.redalyc.org/articulo.oa?id=129413737022
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